SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,685,992 shares; 2024Q4: 78,214,398 shares; 2025Q1: 78,809,775 shares; 2025Q2: 81,086,542 shares; 2025Q3: 81,729,362 shares; 2025Q4: 81,809,191 shares; 2026Q1: 81,414,415 shares; 2026Q2: 82,942,783 shares 82,942,783 $5.04B 8.95% +1,528,368 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,177,610 shares; 2024Q4: 182,794,417 shares; 2025Q1: 183,658,709 shares; 2025Q2: 184,335,955 shares; 2025Q3: 186,003,082 shares; 2025Q4: 188,762,736 shares; 2026Q1: 188,312,251 shares; 2026Q2: 196,882,687 shares 196,882,687 $4.39B 7.8% +8,570,436 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,103,330 shares; 2024Q4: 172,381,339 shares; 2025Q1: 170,365,624 shares; 2025Q2: 159,968,464 shares; 2025Q3: 157,184,545 shares; 2025Q4: 156,955,279 shares; 2026Q1: 152,570,229 shares; 2026Q2: 147,700,825 shares 147,700,825 $4.09B 7.27% -4,869,404 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,484,786 shares; 2024Q4: 56,858,114 shares; 2025Q1: 57,564,399 shares; 2025Q2: 57,546,907 shares; 2025Q3: 59,918,446 shares; 2025Q4: 63,169,967 shares; 2026Q1: 63,675,202 shares; 2026Q2: 69,309,525 shares 69,309,525 $3.69B 6.54% +5,634,323 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: 8,076,743 shares; 2024Q4: 7,597,192 shares; 2025Q1: 7,299,386 shares; 2025Q2: 7,251,506 shares; 2025Q3: 6,816,449 shares; 2025Q4: 6,494,674 shares; 2026Q1: 6,503,155 shares; 2026Q2: 38,876,521 shares 38,876,521 $3.35B 5.95% +32,373,366 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; 2024Q3: 61,894,486 shares; 2024Q4: 66,743,946 shares; 2025Q1: 65,209,436 shares; 2025Q2: 59,746,614 shares; 2025Q3: 58,489,520 shares; 2025Q4: 57,217,193 shares; 2026Q1: 55,849,043 shares; 2026Q2: 52,021,601 shares 52,021,601 $2.62B 4.65% -3,827,442 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,223,876 shares; 2024Q4: 34,675,164 shares; 2025Q1: 34,305,434 shares; 2025Q2: 34,614,440 shares; 2025Q3: 33,162,425 shares; 2025Q4: 32,752,270 shares; 2026Q1: 32,408,021 shares; 2026Q2: 29,474,371 shares 29,474,371 $2.44B 4.32% -2,933,650 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: 22,850,609 shares; 2024Q4: 23,607,147 shares; 2025Q1: 24,231,894 shares; 2025Q2: 24,203,666 shares; 2025Q3: 24,089,166 shares; 2025Q4: 24,367,619 shares; 2026Q1: 24,347,658 shares; 2026Q2: 34,713,916 shares 34,713,916 $2.07B 3.68% +10,366,258 Timeline KOMP 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: 34,225,694 shares; 2024Q4: 33,459,728 shares; 2025Q1: 33,251,698 shares; 2025Q2: 34,307,606 shares; 2025Q3: 31,787,145 shares; 2025Q4: 29,815,734 shares; 2026Q1: 29,594,305 shares; 2026Q2: 28,216,004 shares 28,216,004 $2.02B 3.58% -1,378,301 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; 2024Q3: 20,617,265 shares; 2024Q4: 20,126,715 shares; 2025Q1: 19,696,376 shares; 2025Q2: 19,237,014 shares; 2025Q3: 17,992,952 shares; 2025Q4: 17,287,655 shares; 2026Q1: 17,402,089 shares; 2026Q2: 16,355,720 shares 16,355,720 $1.95B 3.46% -1,046,369 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,338,765 shares; 2024Q4: 9,013,079 shares; 2025Q1: 8,759,085 shares; 2025Q2: 8,758,071 shares; 2025Q3: 8,578,287 shares; 2025Q4: 8,417,954 shares; 2026Q1: 8,019,224 shares; 2026Q2: 7,898,903 shares 7,898,903 $1.91B 3.4% -120,321 Timeline SCHM 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: 25,929,301 shares; 2024Q4: 59,401,539 shares; 2025Q1: 58,765,352 shares; 2025Q2: 60,352,324 shares; 2025Q3: 58,809,142 shares; 2025Q4: 57,971,734 shares; 2026Q1: 56,835,618 shares; 2026Q2: 51,767,947 shares 51,767,947 $1.91B 3.39% -5,067,671 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; 2024Q3: 19,476,341 shares; 2024Q4: 55,360,772 shares; 2025Q1: 53,252,688 shares; 2025Q2: 52,594,431 shares; 2025Q3: 51,888,949 shares; 2025Q4: 50,764,107 shares; 2026Q1: 48,427,803 shares; 2026Q2: 46,499,260 shares 46,499,260 $1.62B 2.87% -1,928,543 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; 2024Q3: 43,113,505 shares; 2024Q4: 46,711,404 shares; 2025Q1: 48,006,634 shares; 2025Q2: 49,616,991 shares; 2025Q3: 52,212,255 shares; 2025Q4: 54,239,978 shares; 2026Q1: 54,679,484 shares; 2026Q2: 59,020,099 shares 59,020,099 $1.55B 2.75% +4,340,615 Timeline SCHK 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: 28,600,697 shares; 2024Q4: 47,716,110 shares; 2025Q1: 46,971,859 shares; 2025Q2: 46,607,159 shares; 2025Q3: 44,629,004 shares; 2025Q4: 43,678,983 shares; 2026Q1: 43,613,251 shares; 2026Q2: 41,923,365 shares 41,923,365 $1.51B 2.68% -1,689,886 Timeline SCHH 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: 52,917,932 shares; 2024Q4: 53,827,142 shares; 2025Q1: 54,164,614 shares; 2025Q2: 55,517,741 shares; 2025Q3: 57,075,509 shares; 2025Q4: 60,040,433 shares; 2026Q1: 59,885,676 shares; 2026Q2: 59,841,430 shares 59,841,430 $1.42B 2.52% -44,246 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; 2024Q3: 33,980,431 shares; 2024Q4: 35,301,181 shares; 2025Q1: 35,763,240 shares; 2025Q2: 35,638,404 shares; 2025Q3: 41,083,396 shares; 2025Q4: 44,094,271 shares; 2026Q1: 44,660,515 shares; 2026Q2: 48,147,629 shares 48,147,629 $1.37B 2.43% +3,487,114 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,250,158 shares; 2024Q4: 39,788,567 shares; 2025Q1: 38,186,941 shares; 2025Q2: 38,175,151 shares; 2025Q3: 35,589,129 shares; 2025Q4: 33,984,232 shares; 2026Q1: 34,105,277 shares; 2026Q2: 39,212,098 shares 39,212,098 $1.33B 2.36% +5,106,821 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: 10,580,939 shares; 2024Q4: 10,734,195 shares; 2025Q1: 10,673,053 shares; 2025Q2: 10,653,146 shares; 2025Q3: 10,782,315 shares; 2025Q4: 11,052,968 shares; 2026Q1: 10,913,210 shares; 2026Q2: 11,419,910 shares 11,419,910 $1.25B 2.21% +506,700 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: 8,196,206 shares; 2024Q4: 8,374,718 shares; 2025Q1: 8,726,309 shares; 2025Q2: 9,656,104 shares; 2025Q3: 7,774,548 shares; 2025Q4: 7,821,522 shares; 2026Q1: 7,720,457 shares; 2026Q2: 7,373,661 shares 7,373,661 $1.09B 1.94% -346,796 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; 2024Q3: 22,202,035 shares; 2024Q4: 22,118,929 shares; 2025Q1: 22,557,955 shares; 2025Q2: 23,832,103 shares; 2025Q3: 23,000,738 shares; 2025Q4: 21,127,449 shares; 2026Q1: 20,673,325 shares; 2026Q2: 18,804,022 shares 18,804,022 $1.08B 1.93% -1,869,303 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,534,358 shares; 2024Q4: 14,137,022 shares; 2025Q1: 14,441,471 shares; 2025Q2: 14,547,159 shares; 2025Q3: 15,375,354 shares; 2025Q4: 16,086,101 shares; 2026Q1: 16,419,088 shares; 2026Q2: 17,606,618 shares 17,606,618 $891M 1.58% +1,187,530 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,609,957 shares; 2024Q4: 8,285,690 shares; 2025Q1: 8,142,411 shares; 2025Q2: 8,493,316 shares; 2025Q3: 8,299,757 shares; 2025Q4: 8,223,783 shares; 2026Q1: 7,899,274 shares; 2026Q2: 7,764,939 shares 7,764,939 $599M 1.06% -134,335 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: 19,207,848 shares; 2024Q4: 18,694,885 shares; 2025Q1: 18,155,827 shares; 2025Q2: 17,603,682 shares; 2025Q3: 16,707,929 shares; 2025Q4: 16,211,363 shares; 2026Q1: 15,542,282 shares; 2026Q2: 15,123,069 shares 15,123,069 $548M 0.97% -419,213 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,191,808 shares; 2024Q4: 4,167,159 shares; 2025Q1: 4,101,526 shares; 2025Q2: 4,017,315 shares; 2025Q3: 4,253,967 shares; 2025Q4: 4,287,913 shares; 2026Q1: 4,231,532 shares; 2026Q2: 4,330,638 shares 4,330,638 $509M 0.9% +99,106 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: 4,995,089 shares; 2024Q4: 5,014,392 shares; 2025Q1: 4,977,909 shares; 2025Q2: 4,991,489 shares; 2025Q3: 4,993,827 shares; 2025Q4: 5,067,054 shares; 2026Q1: 5,050,535 shares; 2026Q2: 5,010,116 shares 5,010,116 $440M 0.78% -40,419 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: 3,401,805 shares; 2024Q4: 3,347,662 shares; 2025Q1: 3,261,609 shares; 2025Q2: 3,285,391 shares; 2025Q3: 3,317,631 shares; 2025Q4: 3,370,746 shares; 2026Q1: 3,358,966 shares; 2026Q2: 3,358,164 shares 3,358,164 $324M 0.58% -802 Timeline NANR 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; 2024Q3: 6,052,701 shares; 2024Q4: 5,957,775 shares; 2025Q1: 5,942,237 shares; 2025Q2: 5,953,357 shares; 2025Q3: 5,715,041 shares; 2025Q4: 5,502,683 shares; 2026Q1: 4,236,126 shares; 2026Q2: 4,222,651 shares 4,222,651 $319M 0.57% -13,475 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708,476 shares; 2024Q4: 4,480,387 shares; 2025Q1: 4,321,854 shares; 2025Q2: 4,354,879 shares; 2025Q3: 4,130,932 shares; 2025Q4: 3,935,429 shares; 2026Q1: 3,952,438 shares; 2026Q2: 3,569,668 shares 3,569,668 $256M 0.45% -382,770 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045,615 shares; 2024Q4: 3,110,405 shares; 2025Q1: 3,000,826 shares; 2025Q2: 2,859,952 shares; 2025Q3: 2,954,768 shares; 2025Q4: 2,972,914 shares; 2026Q1: 2,960,848 shares; 2026Q2: 3,017,285 shares 3,017,285 $238M 0.42% +56,437 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,454,174 shares; 2024Q4: 18,659,764 shares; 2025Q1: 18,595,619 shares; 2025Q2: 17,957,512 shares; 2025Q3: 17,358,782 shares; 2025Q4: 17,000,839 shares; 2026Q1: 16,822,188 shares; 2026Q2: 3,892,454 shares 3,892,454 $202M 0.36% -12,929,734 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: 1,571,615 shares; 2024Q4: 1,567,411 shares; 2025Q1: 1,471,280 shares; 2025Q2: 1,718,617 shares; 2025Q3: 1,680,991 shares; 2025Q4: 1,644,234 shares; 2026Q1: 1,549,749 shares; 2026Q2: 1,576,309 shares 1,576,309 $164M 0.29% +26,560 Timeline MDYG 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: 1,433,732 shares; 2024Q4: 1,388,327 shares; 2025Q1: 1,349,917 shares; 2025Q2: 1,368,507 shares; 2025Q3: 1,346,122 shares; 2025Q4: 1,320,819 shares; 2026Q1: 1,263,838 shares; 2026Q2: 1,427,344 shares 1,427,344 $160M 0.28% +163,506 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; 2024Q3: 2,626,011 shares; 2024Q4: 5,099,991 shares; 2025Q1: 5,098,334 shares; 2025Q2: 5,484,059 shares; 2025Q3: 4,996,465 shares; 2025Q4: 4,841,126 shares; 2026Q1: 4,583,359 shares; 2026Q2: 4,190,988 shares 4,190,988 $151M 0.27% -392,371 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: 11,913 shares; 2024Q4: 15,598 shares; 2025Q1: 16,309 shares; 2025Q2: 231,813 shares; 2025Q3: 223,312 shares; 2025Q4: 218,740 shares; 2026Q1: 207,322 shares; 2026Q2: 199,252 shares 199,252 $149M 0.26% -8,070 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162,157 shares; 2024Q4: 3,247,005 shares; 2025Q1: 3,084,328 shares; 2025Q2: 3,147,537 shares; 2025Q3: 3,173,224 shares; 2025Q4: 3,066,683 shares; 2026Q1: 3,108,602 shares; 2026Q2: 3,264,547 shares 3,264,547 $145M 0.26% +155,945 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424,782 shares; 2024Q4: 1,354,321 shares; 2025Q1: 1,333,856 shares; 2025Q2: 1,393,410 shares; 2025Q3: 1,343,538 shares; 2025Q4: 1,310,650 shares; 2026Q1: 1,231,346 shares; 2026Q2: 1,169,953 shares 1,169,953 $137M 0.24% -61,393 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525,055 shares; 2024Q4: 5,070,153 shares; 2025Q1: 4,942,735 shares; 2025Q2: 4,903,010 shares; 2025Q3: 5,427,583 shares; 2025Q4: 5,396,451 shares; 2026Q1: 5,413,829 shares; 2026Q2: 5,681,166 shares 5,681,166 $131M 0.23% +267,337 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: 346,272 shares; 2024Q4: 343,677 shares; 2025Q1: 336,973 shares; 2025Q2: 384,113 shares; 2025Q3: 385,924 shares; 2025Q4: 382,593 shares; 2026Q1: 360,452 shares; 2026Q2: 352,010 shares 352,010 $130M 0.23% -8,442 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325,529 shares; 2024Q4: 1,288,717 shares; 2025Q1: 1,267,568 shares; 2025Q2: 1,307,624 shares; 2025Q3: 1,173,588 shares; 2025Q4: 1,143,898 shares; 2026Q1: 1,094,311 shares; 2026Q2: 1,062,120 shares 1,062,120 $127M 0.22% -32,191 Timeline MDYV 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: 1,389,964 shares; 2024Q4: 1,340,930 shares; 2025Q1: 1,290,872 shares; 2025Q2: 1,287,112 shares; 2025Q3: 1,278,881 shares; 2025Q4: 1,254,079 shares; 2026Q1: 1,197,590 shares; 2026Q2: 1,229,181 shares 1,229,181 $117M 0.21% +31,591 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370,723 shares; 2024Q4: 1,304,439 shares; 2025Q1: 1,308,080 shares; 2025Q2: 1,374,933 shares; 2025Q3: 1,194,647 shares; 2025Q4: 1,160,530 shares; 2026Q1: 1,083,473 shares; 2026Q2: 1,038,990 shares 1,038,990 $113M 0.2% -44,483 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731,934 shares; 2024Q4: 690,371 shares; 2025Q1: 672,365 shares; 2025Q2: 693,811 shares; 2025Q3: 675,546 shares; 2025Q4: 662,537 shares; 2026Q1: 625,330 shares; 2026Q2: 609,138 shares 609,138 $90M 0.16% -16,192 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,404 shares; 2024Q4: 267,607 shares; 2025Q1: 272,735 shares; 2025Q2: 286,203 shares; 2025Q3: 266,820 shares; 2025Q4: 254,193 shares; 2026Q1: 238,068 shares; 2026Q2: 223,223 shares 223,223 $87.9M 0.16% -14,845 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713,000 shares; 2024Q4: 760,341 shares; 2025Q1: 797,155 shares; 2025Q2: 825,903 shares; 2025Q3: 874,544 shares; 2025Q4: 929,292 shares; 2026Q1: 982,681 shares; 2026Q2: 1,080,904 shares 1,080,904 $83.5M 0.15% +98,223 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,126 shares; 2024Q4: 935,552 shares; 2025Q1: 916,645 shares; 2025Q2: 936,083 shares; 2025Q3: 1,032,644 shares; 2025Q4: 1,036,106 shares; 2026Q1: 960,042 shares; 2026Q2: 966,497 shares 966,497 $71M 0.13% +6,455 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958,297 shares; 2024Q4: 965,385 shares; 2025Q1: 953,067 shares; 2025Q2: 837,417 shares; 2025Q3: 812,955 shares; 2025Q4: 797,202 shares; 2026Q1: 768,375 shares; 2026Q2: 779,547 shares 779,547 $68.4M 0.12% +11,172 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430,096 shares; 2024Q4: 2,017,172 shares; 2025Q1: 1,594,414 shares; 2025Q2: 1,491,066 shares; 2025Q3: 1,637,230 shares; 2025Q4: 1,459,018 shares; 2026Q1: 1,393,658 shares; 2026Q2: 1,399,365 shares 1,399,365 $65.5M 0.12% +5,707 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: 575,245 shares; 2024Q4: 582,827 shares; 2025Q1: 574,406 shares; 2025Q2: 579,963 shares; 2025Q3: 593,607 shares; 2025Q4: 599,668 shares; 2026Q1: 579,572 shares; 2026Q2: 594,473 shares 594,473 $64M 0.11% +14,901 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541,011 shares; 2024Q4: 562,184 shares; 2025Q1: 591,062 shares; 2025Q2: 611,107 shares; 2025Q3: 618,632 shares; 2025Q4: 639,774 shares; 2026Q1: 648,674 shares; 2026Q2: 634,091 shares 634,091 $57.8M 0.1% -14,583 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: 111,634 shares; 2024Q4: 155,747 shares; 2025Q1: 167,436 shares; 2025Q2: 195,497 shares; 2025Q3: 193,383 shares; 2025Q4: 176,774 shares; 2026Q1: 182,422 shares; 2026Q2: 181,031 shares 181,031 $52.4M 0.09% -1,391 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,882 shares; 2024Q4: 309,790 shares; 2025Q1: 291,920 shares; 2025Q2: 237,561 shares; 2025Q3: 238,227 shares; 2025Q4: 231,400 shares; 2026Q1: 227,910 shares; 2026Q2: 225,327 shares 225,327 $51.2M 0.09% -2,583 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; 2024Q3: 147,649 shares; 2024Q4: 187,539 shares; 2025Q1: 185,220 shares; 2025Q2: 255,944 shares; 2025Q3: 321,270 shares; 2025Q4: 237,644 shares; 2026Q1: 226,853 shares; 2026Q2: 218,735 shares 218,735 $47.7M 0.08% -8,118 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310,147 shares; 2024Q4: 1,859,290 shares; 2025Q1: 1,832,416 shares; 2025Q2: 1,338,253 shares; 2025Q3: 1,376,907 shares; 2025Q4: 1,292,077 shares; 2026Q1: 1,221,414 shares; 2026Q2: 1,211,224 shares 1,211,224 $44.6M 0.08% -10,190 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,933 shares; 2024Q4: 73,718 shares; 2025Q1: 148,377 shares; 2025Q2: 206,385 shares; 2025Q3: 245,103 shares; 2025Q4: 289,006 shares; 2026Q1: 344,715 shares; 2026Q2: 397,448 shares 397,448 $43.8M 0.08% +52,733 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; 2024Q3: 809,282 shares; 2024Q4: 797,994 shares; 2025Q1: 830,246 shares; 2025Q2: 790,561 shares; 2025Q3: 845,518 shares; 2025Q4: 844,399 shares; 2026Q1: 842,572 shares; 2026Q2: 859,684 shares 859,684 $43.5M 0.08% +17,112 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: 116,974 shares; 2024Q4: 141,802 shares; 2025Q1: 93,094 shares; 2025Q2: 215,942 shares; 2025Q3: 217,246 shares; 2025Q4: 211,977 shares; 2026Q1: 215,496 shares; 2026Q2: 204,190 shares 204,190 $40.9M 0.07% -11,306 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: 82,929 shares; 2024Q4: 116,817 shares; 2025Q1: 112,038 shares; 2025Q2: 121,298 shares; 2025Q3: 122,072 shares; 2025Q4: 110,187 shares; 2026Q1: 104,836 shares; 2026Q2: 104,518 shares 104,518 $37.4M 0.07% -318 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,810 shares; 2024Q4: 183,170 shares; 2025Q1: 167,236 shares; 2025Q2: 370,441 shares; 2025Q3: 461,448 shares; 2025Q4: 367,962 shares; 2026Q1: 356,969 shares; 2026Q2: 366,468 shares 366,468 $36.3M 0.06% +9,499 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: 76,940 shares; 2024Q4: 131,808 shares; 2025Q1: 131,586 shares; 2025Q2: 106,284 shares; 2025Q3: 103,842 shares; 2025Q4: 94,434 shares; 2026Q1: 96,042 shares; 2026Q2: 95,680 shares 95,680 $35.7M 0.06% -362 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; 2024Q3: 785,219 shares; 2024Q4: 757,346 shares; 2025Q1: 734,069 shares; 2025Q2: 728,219 shares; 2025Q3: 733,308 shares; 2025Q4: 724,240 shares; 2026Q1: 751,415 shares; 2026Q2: 765,849 shares 765,849 $35.1M 0.06% +14,434 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,153 shares; 2024Q4: 420,484 shares; 2025Q1: 369,786 shares; 2025Q2: 323,646 shares; 2025Q3: 383,581 shares; 2025Q4: 375,232 shares; 2026Q1: 359,593 shares; 2026Q2: 357,035 shares 357,035 $34.5M 0.06% -2,558 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: 26,156 shares; 2024Q4: 25,748 shares; 2025Q1: 25,388 shares; 2025Q2: 54,076 shares; 2025Q3: 71,538 shares; 2025Q4: 53,495 shares; 2026Q1: 49,264 shares; 2026Q2: 46,223 shares 46,223 $34M 0.06% -3,041 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837,732 shares; 2024Q4: 1,464,523 shares; 2025Q1: 1,429,530 shares; 2025Q2: 1,039,916 shares; 2025Q3: 1,038,909 shares; 2025Q4: 962,556 shares; 2026Q1: 949,884 shares; 2026Q2: 910,165 shares 910,165 $33.9M 0.06% -39,719 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,898 shares; 2024Q4: 319,558 shares; 2025Q1: 407,310 shares; 2025Q2: 529,888 shares; 2025Q3: 609,403 shares; 2025Q4: 786,166 shares; 2026Q1: 977,599 shares; 2026Q2: 997,018 shares 997,018 $33.2M 0.06% +19,419 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; 2024Q3: 722,887 shares; 2024Q4: 682,524 shares; 2025Q1: 662,134 shares; 2025Q2: 660,310 shares; 2025Q3: 673,357 shares; 2025Q4: 664,962 shares; 2026Q1: 668,321 shares; 2026Q2: 677,616 shares 677,616 $32.5M 0.06% +9,295 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,910 shares; 2024Q4: 54,440 shares; 2025Q1: 53,237 shares; 2025Q2: 301,872 shares; 2025Q3: 377,783 shares; 2025Q4: 409,538 shares; 2026Q1: 605,555 shares; 2026Q2: 747,913 shares 747,913 $30.9M 0.05% +142,358 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: 36,094 shares; 2024Q4: 34,714 shares; 2025Q1: 35,256 shares; 2025Q2: 41,385 shares; 2025Q3: 40,102 shares; 2025Q4: 41,516 shares; 2026Q1: 41,518 shares; 2026Q2: 40,755 shares 40,755 $30.4M 0.05% -763 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: 329,914 shares; 2024Q4: 304,132 shares; 2025Q1: 275,010 shares; 2025Q2: 251,213 shares; 2025Q3: 231,156 shares; 2025Q4: 221,659 shares; 2026Q1: 220,703 shares; 2026Q2: 211,987 shares 211,987 $29.2M 0.05% -8,716 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,378 shares; 2024Q4: 455,308 shares; 2025Q1: 451,519 shares; 2025Q2: 524,097 shares; 2025Q3: 657,895 shares; 2025Q4: 667,343 shares; 2026Q1: 653,812 shares; 2026Q2: 685,305 shares 685,305 $27.9M 0.05% +31,493 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: 69,896 shares; 2024Q4: 101,913 shares; 2025Q1: 93,411 shares; 2025Q2: 125,311 shares; 2025Q3: 125,929 shares; 2025Q4: 122,533 shares; 2026Q1: 119,632 shares; 2026Q2: 113,000 shares 113,000 $26.9M 0.05% -6,632 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,772,869 shares; 2026Q1: 5,317,279 shares; 2026Q2: 496,188 shares 496,188 $26.4M 0.05% -4,821,091 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 35,629 shares; 2025Q1: 82,092 shares; 2025Q2: 120,582 shares; 2025Q3: 159,302 shares; 2025Q4: 196,259 shares; 2026Q1: 221,272 shares; 2026Q2: 275,200 shares 275,200 $26M 0.05% +53,928 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: 77,508 shares; 2024Q4: 96,398 shares; 2025Q1: 94,416 shares; 2025Q2: 93,286 shares; 2025Q3: 90,702 shares; 2025Q4: 91,868 shares; 2026Q1: 87,478 shares; 2026Q2: 84,171 shares 84,171 $25.5M 0.05% -3,307 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: 35,322 shares; 2024Q4: 61,484 shares; 2025Q1: 59,231 shares; 2025Q2: 73,484 shares; 2025Q3: 67,802 shares; 2025Q4: 68,380 shares; 2026Q1: 70,436 shares; 2026Q2: 65,306 shares 65,306 $23.1M 0.04% -5,130 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; 2024Q3: 253,161 shares; 2024Q4: 427,277 shares; 2025Q1: 402,197 shares; 2025Q2: 297,459 shares; 2025Q3: 297,195 shares; 2025Q4: 301,153 shares; 2026Q1: 301,429 shares; 2026Q2: 291,960 shares 291,960 $22.4M 0.04% -9,469 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,297 shares; 2024Q4: 398,638 shares; 2025Q1: 393,466 shares; 2025Q2: 338,895 shares; 2025Q3: 345,184 shares; 2025Q4: 342,488 shares; 2026Q1: 325,680 shares; 2026Q2: 302,749 shares 302,749 $21.2M 0.04% -22,931 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: 78,094 shares; 2024Q4: 77,875 shares; 2025Q1: 82,030 shares; 2025Q2: 86,545 shares; 2025Q3: 82,439 shares; 2025Q4: 83,375 shares; 2026Q1: 71,800 shares; 2026Q2: 83,818 shares 83,818 $21.1M 0.04% +12,018 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,005 shares; 2024Q4: 645,704 shares; 2025Q1: 635,513 shares; 2025Q2: 414,802 shares; 2025Q3: 416,741 shares; 2025Q4: 412,531 shares; 2026Q1: 386,382 shares; 2026Q2: 374,528 shares 374,528 $20.6M 0.04% -11,854 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,909 shares; 2024Q4: 132,539 shares; 2025Q1: 123,934 shares; 2025Q2: 121,398 shares; 2025Q3: 195,603 shares; 2025Q4: 200,285 shares; 2026Q1: 208,517 shares; 2026Q2: 248,065 shares 248,065 $20.4M 0.04% +39,548 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,247 shares; 2024Q4: 267,765 shares; 2025Q1: 261,640 shares; 2025Q2: 192,693 shares; 2025Q3: 209,155 shares; 2025Q4: 223,119 shares; 2026Q1: 218,413 shares; 2026Q2: 237,928 shares 237,928 $18.5M 0.03% +19,515 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,572 shares; 2024Q4: 179,855 shares; 2025Q1: 159,826 shares; 2025Q2: 160,173 shares; 2025Q3: not reported; 2025Q4: 151,188 shares; 2026Q1: 151,008 shares; 2026Q2: 128,045 shares 128,045 $18.5M 0.03% -22,963 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 436,715 shares; 2025Q4: 445,486 shares; 2026Q1: 441,756 shares; 2026Q2: 464,937 shares 464,937 $18.4M 0.03% +23,181 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,387 shares; 2024Q4: 91,487 shares; 2025Q1: 90,676 shares; 2025Q2: 88,736 shares; 2025Q3: 92,870 shares; 2025Q4: 99,577 shares; 2026Q1: 88,893 shares; 2026Q2: 84,562 shares 84,562 $18.3M 0.03% -4,331 Timeline SPHD 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: 1,017,081 shares; 2024Q4: 995,260 shares; 2025Q1: 980,599 shares; 2025Q2: 953,740 shares; 2025Q3: 928,696 shares; 2025Q4: 914,811 shares; 2026Q1: 889,433 shares; 2026Q2: 344,685 shares 344,685 $17.5M 0.03% -544,748 Timeline SPBO 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: 528,363 shares; 2024Q4: 522,155 shares; 2025Q1: 477,260 shares; 2025Q2: 483,093 shares; 2025Q3: 519,230 shares; 2025Q4: 566,708 shares; 2026Q1: 582,061 shares; 2026Q2: 601,055 shares 601,055 $17.5M 0.03% +18,994 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,733 shares; 2024Q4: 153,526 shares; 2025Q1: 147,015 shares; 2025Q2: 148,023 shares; 2025Q3: 154,176 shares; 2025Q4: 151,479 shares; 2026Q1: 157,040 shares; 2026Q2: 155,977 shares 155,977 $17.2M 0.03% -1,063 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: 23,178 shares; 2024Q4: 27,122 shares; 2025Q1: 26,558 shares; 2025Q2: 57,808 shares; 2025Q3: 133,726 shares; 2025Q4: 55,525 shares; 2026Q1: 53,730 shares; 2026Q2: 211,884 shares 211,884 $17.1M 0.03% +158,154 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: 159,780 shares; 2024Q4: 164,553 shares; 2025Q1: 162,987 shares; 2025Q2: 141,238 shares; 2025Q3: 148,531 shares; 2025Q4: 159,690 shares; 2026Q1: 164,104 shares; 2026Q2: 163,989 shares 163,989 $16.9M 0.03% -115 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138,950 shares; 2024Q4: 1,123,232 shares; 2025Q1: 1,122,760 shares; 2025Q2: 1,058,819 shares; 2025Q3: 1,023,856 shares; 2025Q4: 999,974 shares; 2026Q1: 967,226 shares; 2026Q2: 379,995 shares 379,995 $16.7M 0.03% -587,231 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: 306,314 shares; 2024Q4: 403,922 shares; 2025Q1: 322,063 shares; 2025Q2: 241,780 shares; 2025Q3: 242,572 shares; 2025Q4: 240,586 shares; 2026Q1: 239,017 shares; 2026Q2: 232,243 shares 232,243 $16.5M 0.03% -6,774 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,822 shares; 2024Q4: 162,405 shares; 2025Q1: 126,274 shares; 2025Q2: 314,056 shares; 2025Q3: 330,848 shares; 2025Q4: 333,788 shares; 2026Q1: 342,025 shares; 2026Q2: 412,020 shares 412,020 $16M 0.03% +69,995 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,631 shares; 2024Q4: 579,115 shares; 2025Q1: 563,762 shares; 2025Q2: 566,403 shares; 2025Q3: 572,760 shares; 2025Q4: 581,103 shares; 2026Q1: 583,344 shares; 2026Q2: 594,606 shares 594,606 $15.8M 0.03% +11,262 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,324 shares; 2024Q4: 270,876 shares; 2025Q1: 226,698 shares; 2025Q2: 227,604 shares; 2025Q3: 220,234 shares; 2025Q4: 211,824 shares; 2026Q1: 200,839 shares; 2026Q2: 189,825 shares 189,825 $15.7M 0.03% -11,014 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; 2024Q3: 29,728 shares; 2024Q4: 56,865 shares; 2025Q1: 57,908 shares; 2025Q2: 49,111 shares; 2025Q3: 46,795 shares; 2025Q4: 44,744 shares; 2026Q1: 42,287 shares; 2026Q2: 41,328 shares 41,328 $14.2M 0.03% -959 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,833 shares; 2024Q4: 72,466 shares; 2025Q1: 73,467 shares; 2025Q2: 258,528 shares; 2025Q3: 307,722 shares; 2025Q4: 313,662 shares; 2026Q1: 301,519 shares; 2026Q2: 278,787 shares 278,787 $14.1M 0.03% -22,732 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: 17,346 shares; 2024Q4: 30,744 shares; 2025Q1: 27,395 shares; 2025Q2: 19,805 shares; 2025Q3: 20,467 shares; 2025Q4: 20,658 shares; 2026Q1: 20,623 shares; 2026Q2: 19,884 shares 19,884 $13.7M 0.02% -739 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: 44,116 shares; 2024Q4: 54,504 shares; 2025Q1: 58,801 shares; 2025Q2: 67,446 shares; 2025Q3: 66,073 shares; 2025Q4: 63,524 shares; 2026Q1: 64,416 shares; 2026Q2: 61,142 shares 61,142 $13.2M 0.02% -3,274 Timeline AVUS 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: 46,898 shares; 2024Q4: 51,911 shares; 2025Q1: 51,712 shares; 2025Q2: 53,483 shares; 2025Q3: 53,698 shares; 2025Q4: 55,090 shares; 2026Q1: 55,039 shares; 2026Q2: 98,142 shares 98,142 $12.6M 0.02% +43,103 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: 13,001 shares; 2024Q4: 21,755 shares; 2025Q1: 21,092 shares; 2025Q2: 23,576 shares; 2025Q3: 24,007 shares; 2025Q4: 23,000 shares; 2026Q1: 22,087 shares; 2026Q2: 22,066 shares 22,066 $12.4M 0.02% -21 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,729 shares; 2024Q4: 24,813 shares; 2025Q1: 23,912 shares; 2025Q2: 64,453 shares; 2025Q3: 64,007 shares; 2025Q4: 68,872 shares; 2026Q1: 67,552 shares; 2026Q2: 69,248 shares 69,248 $12.4M 0.02% +1,696 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: 10,579 shares; 2024Q4: 14,167 shares; 2025Q1: 13,585 shares; 2025Q2: 25,225 shares; 2025Q3: 26,379 shares; 2025Q4: 26,405 shares; 2026Q1: 25,323 shares; 2026Q2: 24,644 shares 24,644 $12.3M 0.02% -679 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: 30,093 shares; 2024Q4: 32,455 shares; 2025Q1: 30,817 shares; 2025Q2: 34,061 shares; 2025Q3: 32,361 shares; 2025Q4: 29,885 shares; 2026Q1: 26,553 shares; 2026Q2: 95,461 shares 95,461 $11.9M 0.02% +68,908 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,647 shares; 2025Q2: 131,157 shares; 2025Q3: 135,764 shares; 2025Q4: 137,482 shares; 2026Q1: 137,339 shares; 2026Q2: 141,009 shares 141,009 $11.8M 0.02% +3,670 Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: 59,788 shares; 2025Q3: 51,705 shares; 2025Q4: 48,403 shares; 2026Q1: 60,403 shares; 2026Q2: 113,492 shares 113,492 $11.4M 0.02% +53,089 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,965 shares; 2024Q4: 201,647 shares; 2025Q1: 211,319 shares; 2025Q2: 189,711 shares; 2025Q3: 202,848 shares; 2025Q4: 225,002 shares; 2026Q1: 229,983 shares; 2026Q2: 239,778 shares 239,778 $11.4M 0.02% +9,795 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,017 shares; 2024Q4: 250,425 shares; 2025Q1: 249,466 shares; 2025Q2: 257,382 shares; 2025Q3: 280,751 shares; 2025Q4: 261,422 shares; 2026Q1: 256,844 shares; 2026Q2: 237,898 shares 237,898 $9.93M 0.02% -18,946 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,762 shares; 2024Q4: 29,979 shares; 2025Q1: 29,265 shares; 2025Q2: 39,393 shares; 2025Q3: 30,688 shares; 2025Q4: 25,833 shares; 2026Q1: 23,427 shares; 2026Q2: 22,951 shares 22,951 $9.65M 0.02% -476 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,458 shares; 2024Q4: 106,472 shares; 2025Q1: 108,748 shares; 2025Q2: 146,566 shares; 2025Q3: 142,711 shares; 2025Q4: 120,324 shares; 2026Q1: 116,709 shares; 2026Q2: 117,068 shares 117,068 $9.59M 0.02% +359 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,017 shares; 2025Q2: 103,782 shares; 2025Q3: 95,947 shares; 2025Q4: 91,985 shares; 2026Q1: 79,971 shares; 2026Q2: 74,418 shares 74,418 $9.04M 0.02% -5,553 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,815 shares; 2024Q4: 361,623 shares; 2025Q1: 382,780 shares; 2025Q2: 340,662 shares; 2025Q3: 333,618 shares; 2025Q4: 396,586 shares; 2026Q1: 395,704 shares; 2026Q2: 380,451 shares 380,451 $8.71M 0.02% -15,253 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,080 shares; 2024Q4: 294,925 shares; 2025Q1: 304,339 shares; 2025Q2: 281,233 shares; 2025Q3: 302,527 shares; 2025Q4: 337,424 shares; 2026Q1: 327,648 shares; 2026Q2: 340,383 shares 340,383 $8.51M 0.02% +12,735 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,308 shares; 2024Q4: 122,401 shares; 2025Q1: 125,861 shares; 2025Q2: 114,623 shares; 2025Q3: 115,005 shares; 2025Q4: 120,490 shares; 2026Q1: 125,857 shares; 2026Q2: 120,779 shares 120,779 $8.39M 0.01% -5,078 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,158 shares; 2024Q4: 100,869 shares; 2025Q1: 104,341 shares; 2025Q2: 97,492 shares; 2025Q3: 101,402 shares; 2025Q4: 110,531 shares; 2026Q1: 114,156 shares; 2026Q2: 110,192 shares 110,192 $8.39M 0.01% -3,964 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 11 shares 11 $8.24M 0.01% -2 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,882 shares; 2024Q4: 138,679 shares; 2025Q1: 112,443 shares; 2025Q2: 61,221 shares; 2025Q3: 148,321 shares; 2025Q4: 150,433 shares; 2026Q1: 146,176 shares; 2026Q2: 152,208 shares 152,208 $8.22M 0.01% +6,032 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,967 shares; 2024Q4: 31,255 shares; 2025Q1: 29,154 shares; 2025Q2: 30,214 shares; 2025Q3: 30,166 shares; 2025Q4: 29,060 shares; 2026Q1: 27,768 shares; 2026Q2: 27,318 shares 27,318 $8.21M 0.01% -450 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: 147,463 shares; 2024Q4: 128,635 shares; 2025Q1: 126,929 shares; 2025Q2: 143,879 shares; 2025Q3: 146,229 shares; 2025Q4: 151,838 shares; 2026Q1: 150,977 shares; 2026Q2: 144,770 shares 144,770 $8.1M 0.01% -6,207 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,500 shares; 2024Q4: 133,382 shares; 2025Q1: 129,205 shares; 2025Q2: 72,511 shares; 2025Q3: 69,793 shares; 2025Q4: 63,199 shares; 2026Q1: 60,517 shares; 2026Q2: 58,261 shares 58,261 $7.96M 0.01% -2,256 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: 21,060 shares; 2024Q4: 18,616 shares; 2025Q1: 17,403 shares; 2025Q2: 50,210 shares; 2025Q3: 141,884 shares; 2025Q4: 46,408 shares; 2026Q1: 47,253 shares; 2026Q2: 90,578 shares 90,578 $7.83M 0.01% +43,325 Timeline BWX 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: 516,435 shares; 2024Q4: 538,158 shares; 2025Q1: 409,923 shares; 2025Q2: 403,152 shares; 2025Q3: 391,801 shares; 2025Q4: 397,095 shares; 2026Q1: 374,015 shares; 2026Q2: 360,232 shares 360,232 $7.81M 0.01% -13,783 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: 20,542 shares; 2024Q4: 22,014 shares; 2025Q1: 21,887 shares; 2025Q2: 23,307 shares; 2025Q3: 22,751 shares; 2025Q4: 44,716 shares; 2026Q1: 42,984 shares; 2026Q2: 40,254 shares 40,254 $7.67M 0.01% -2,730 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,421 shares; 2024Q4: 338,470 shares; 2025Q1: 374,772 shares; 2025Q2: 327,520 shares; 2025Q3: 309,481 shares; 2025Q4: 340,197 shares; 2026Q1: 342,239 shares; 2026Q2: 335,892 shares 335,892 $7.51M 0.01% -6,347 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,665 shares; 2024Q4: 177,827 shares; 2025Q1: 149,189 shares; 2025Q2: 442,262 shares; 2025Q3: 190,137 shares; 2025Q4: 122,977 shares; 2026Q1: 113,154 shares; 2026Q2: 83,542 shares 83,542 $7.5M 0.01% -29,612 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,801 shares; 2024Q4: 55,174 shares; 2025Q1: 56,510 shares; 2025Q2: 53,357 shares; 2025Q3: 53,309 shares; 2025Q4: 56,039 shares; 2026Q1: 59,166 shares; 2026Q2: 56,694 shares 56,694 $7.5M 0.01% -2,472 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: 8,332 shares; 2024Q4: 16,549 shares; 2025Q1: 16,500 shares; 2025Q2: 19,633 shares; 2025Q3: 22,964 shares; 2025Q4: 22,351 shares; 2026Q1: 21,407 shares; 2026Q2: 21,685 shares 21,685 $7.1M 0.01% +278 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,562 shares; 2024Q4: 262,312 shares; 2025Q1: 238,517 shares; 2025Q2: 241,411 shares; 2025Q3: 243,402 shares; 2025Q4: 236,915 shares; 2026Q1: 228,318 shares; 2026Q2: 217,241 shares 217,241 $6.95M 0.01% -11,077 Timeline LEGR 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: 96,052 shares; 2024Q4: 136,906 shares; 2025Q1: 107,094 shares; 2025Q2: 106,915 shares; 2025Q3: 142,863 shares; 2025Q4: 140,315 shares; 2026Q1: 108,140 shares; 2026Q2: 107,185 shares 107,185 $6.89M 0.01% -955 Timeline EFIV 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: 95,862 shares; 2024Q4: 92,295 shares; 2025Q1: 94,922 shares; 2025Q2: 86,798 shares; 2025Q3: 87,637 shares; 2025Q4: 94,474 shares; 2026Q1: 98,197 shares; 2026Q2: 94,176 shares 94,176 $6.87M 0.01% -4,021 Timeline SCHB 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: 70,226 shares; 2024Q4: 263,048 shares; 2025Q1: 261,035 shares; 2025Q2: 232,974 shares; 2025Q3: 234,062 shares; 2025Q4: 233,558 shares; 2026Q1: 235,377 shares; 2026Q2: 233,807 shares 233,807 $6.77M 0.01% -1,570 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,720 shares; 2024Q4: 154,767 shares; 2025Q1: 264,848 shares; 2025Q2: 204,350 shares; 2025Q3: 184,474 shares; 2025Q4: 298,827 shares; 2026Q1: 306,134 shares; 2026Q2: 300,782 shares 300,782 $6.66M 0.01% -5,352 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,734 shares; 2024Q4: 207,276 shares; 2025Q1: 195,695 shares; 2025Q2: 196,747 shares; 2025Q3: 195,445 shares; 2025Q4: 190,390 shares; 2026Q1: 172,850 shares; 2026Q2: 162,003 shares 162,003 $6.5M 0.01% -10,847 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,398 shares; 2024Q4: 185,092 shares; 2025Q1: 163,781 shares; 2025Q2: 142,446 shares; 2025Q3: 148,468 shares; 2025Q4: 150,097 shares; 2026Q1: 139,562 shares; 2026Q2: 145,175 shares 145,175 $6.42M 0.01% +5,613 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,631 shares; 2024Q4: 129,161 shares; 2025Q1: 121,774 shares; 2025Q2: 114,701 shares; 2025Q3: 121,037 shares; 2025Q4: 135,240 shares; 2026Q1: 123,774 shares; 2026Q2: 127,022 shares 127,022 $6.4M 0.01% +3,248 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; 2024Q3: 21,316 shares; 2024Q4: 22,557 shares; 2025Q1: 24,494 shares; 2025Q2: 85,611 shares; 2025Q3: 100,847 shares; 2025Q4: 99,257 shares; 2026Q1: 96,478 shares; 2026Q2: 94,662 shares 94,662 $6.4M 0.01% -1,816 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,828 shares; 2024Q4: 288,121 shares; 2025Q1: 295,723 shares; 2025Q2: 256,098 shares; 2025Q3: 281,429 shares; 2025Q4: 317,858 shares; 2026Q1: 262,624 shares; 2026Q2: 268,637 shares 268,637 $6.22M 0.01% +6,013 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,773 shares; 2024Q4: 254,174 shares; 2025Q1: 183,037 shares; 2025Q2: 83,869 shares; 2025Q3: 82,436 shares; 2025Q4: 97,339 shares; 2026Q1: 76,973 shares; 2026Q2: 75,065 shares 75,065 $6.2M 0.01% -1,908 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: 7,674 shares; 2024Q4: 15,521 shares; 2025Q1: 15,250 shares; 2025Q2: 16,777 shares; 2025Q3: 17,064 shares; 2025Q4: 17,077 shares; 2026Q1: 16,719 shares; 2026Q2: 16,929 shares 16,929 $5.97M 0.01% +210 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,970 shares; 2024Q4: 199,248 shares; 2025Q1: 198,164 shares; 2025Q2: 201,288 shares; 2025Q3: 202,826 shares; 2025Q4: 201,234 shares; 2026Q1: 190,355 shares; 2026Q2: 174,666 shares 174,666 $5.96M 0.01% -15,689 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: 17,479 shares; 2024Q4: 21,495 shares; 2025Q1: 21,176 shares; 2025Q2: 15,661 shares; 2025Q3: 15,798 shares; 2025Q4: 15,112 shares; 2026Q1: 14,308 shares; 2026Q2: 14,505 shares 14,505 $5.94M 0.01% +197 Timeline SPIP 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: 121,695 shares; 2024Q4: 114,116 shares; 2025Q1: 123,508 shares; 2025Q2: 120,175 shares; 2025Q3: 152,774 shares; 2025Q4: 165,443 shares; 2026Q1: 184,065 shares; 2026Q2: 217,545 shares 217,545 $5.59M 0.01% +33,480 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: not reported; 2026Q1: 100,117 shares; 2026Q2: 95,940 shares 95,940 $5.25M 0.01% -4,177 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: 1,928 shares; 2024Q4: 8,219 shares; 2025Q1: 8,442 shares; 2025Q2: 13,342 shares; 2025Q3: 13,519 shares; 2025Q4: 13,259 shares; 2026Q1: 13,459 shares; 2026Q2: 13,570 shares 13,570 $5.13M 0.01% +111 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,385 shares; 2024Q4: 847,932 shares; 2025Q1: 343,198 shares; 2025Q2: 236,835 shares; 2025Q3: 237,344 shares; 2025Q4: 295,984 shares; 2026Q1: 227,407 shares; 2026Q2: 223,569 shares 223,569 $5.09M 0.01% -3,838 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,036 shares; 2024Q4: 8,705 shares; 2025Q1: 8,494 shares; 2025Q2: 8,086 shares; 2025Q3: 7,983 shares; 2025Q4: 8,313 shares; 2026Q1: 7,378 shares; 2026Q2: 7,173 shares 7,173 $5.05M 0.01% -205 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,348 shares; 2024Q4: 11,831 shares; 2025Q1: 11,453 shares; 2025Q2: 15,261 shares; 2025Q3: 15,396 shares; 2025Q4: 14,967 shares; 2026Q1: 14,463 shares; 2026Q2: 13,616 shares 13,616 $4.98M 0.01% -847 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; 2024Q3: 18,133 shares; 2024Q4: 18,048 shares; 2025Q1: 15,875 shares; 2025Q2: 17,888 shares; 2025Q3: 16,026 shares; 2025Q4: 15,669 shares; 2026Q1: 16,249 shares; 2026Q2: 16,050 shares 16,050 $4.92M 0.01% -199 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; 2024Q3: 21,786 shares; 2024Q4: 22,366 shares; 2025Q1: 21,226 shares; 2025Q2: 20,252 shares; 2025Q3: 20,991 shares; 2025Q4: 21,202 shares; 2026Q1: 20,488 shares; 2026Q2: 20,240 shares 20,240 $4.79M 0.01% -248 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,694 shares; 2024Q4: 158,319 shares; 2025Q1: 145,445 shares; 2025Q2: 130,690 shares; 2025Q3: 122,232 shares; 2025Q4: 123,713 shares; 2026Q1: 112,905 shares; 2026Q2: 113,993 shares 113,993 $4.68M 0.01% +1,088 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,117 shares; 2024Q4: 55,386 shares; 2025Q1: 50,905 shares; 2025Q2: 53,267 shares; 2025Q3: 50,005 shares; 2025Q4: 49,452 shares; 2026Q1: 49,510 shares; 2026Q2: 44,113 shares 44,113 $4.63M 0.01% -5,397 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,406 shares; 2024Q4: 177,587 shares; 2025Q1: 162,384 shares; 2025Q2: 146,478 shares; 2025Q3: 144,763 shares; 2025Q4: 147,266 shares; 2026Q1: 135,546 shares; 2026Q2: 137,561 shares 137,561 $4.6M 0.01% +2,015 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: 2,840 shares; 2024Q4: 3,564 shares; 2025Q1: 4,193 shares; 2025Q2: 5,232 shares; 2025Q3: 4,938 shares; 2025Q4: 4,700 shares; 2026Q1: 4,941 shares; 2026Q2: 4,907 shares 4,907 $4.59M 0.01% -34 Timeline GRNB 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: 137,308 shares; 2024Q4: 167,868 shares; 2025Q1: 187,602 shares; 2025Q2: 122,321 shares; 2025Q3: 129,904 shares; 2025Q4: 155,374 shares; 2026Q1: 177,319 shares; 2026Q2: 187,477 shares 187,477 $4.52M 0.01% +10,158 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 16,685 shares; 2025Q4: 17,280 shares; 2026Q1: 15,094 shares; 2026Q2: 14,678 shares 14,678 $4.45M 0.01% -416 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: 5,645 shares; 2024Q4: 5,670 shares; 2025Q1: 5,337 shares; 2025Q2: 5,513 shares; 2025Q3: 5,884 shares; 2025Q4: 56,619 shares; 2026Q1: 64,062 shares; 2026Q2: 61,946 shares 61,946 $4.42M 0.01% -2,116 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 4,485 shares; 2025Q4: 11,037 shares; 2026Q1: 10,040 shares; 2026Q2: 9,958 shares 9,958 $4.36M 0.01% -82 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,156 shares; 2024Q4: 7,244 shares; 2025Q1: 7,033 shares; 2025Q2: 5,638 shares; 2025Q3: 4,972 shares; 2025Q4: 5,615 shares; 2026Q1: 5,472 shares; 2026Q2: 7,610 shares 7,610 $4.27M 0.01% +2,138 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,949 shares; 2024Q4: 232,475 shares; 2025Q1: 115,187 shares; 2025Q2: 89,170 shares; 2025Q3: 91,227 shares; 2025Q4: 100,112 shares; 2026Q1: 90,553 shares; 2026Q2: 91,420 shares 91,420 $4.22M 0.01% +867 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,052 shares; 2024Q4: 29,268 shares; 2025Q1: 27,868 shares; 2025Q2: 29,727 shares; 2025Q3: 29,275 shares; 2025Q4: 29,080 shares; 2026Q1: 28,553 shares; 2026Q2: 28,539 shares 28,539 $4.18M 0.01% -14 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: 4,221 shares; 2024Q4: 30,256 shares; 2025Q1: 27,872 shares; 2025Q2: 30,602 shares; 2025Q3: 32,703 shares; 2025Q4: 31,903 shares; 2026Q1: 34,800 shares; 2026Q2: 35,533 shares 35,533 $4.17M 0.01% +733 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,531 shares; 2024Q4: 45,087 shares; 2025Q1: 39,593 shares; 2025Q2: 37,327 shares; 2025Q3: 37,554 shares; 2025Q4: 39,233 shares; 2026Q1: 38,027 shares; 2026Q2: 37,624 shares 37,624 $4.15M 0.01% -403 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,227 shares; 2024Q4: 16,683 shares; 2025Q1: 28,407 shares; 2025Q2: 26,763 shares; 2025Q3: 33,873 shares; 2025Q4: 33,344 shares; 2026Q1: 33,544 shares; 2026Q2: 40,760 shares 40,760 $4.13M 0.01% +7,216 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,024 shares; 2025Q1: 25,344 shares; 2025Q2: 30,750 shares; 2025Q3: 31,066 shares; 2025Q4: 32,086 shares; 2026Q1: 30,287 shares; 2026Q2: 29,272 shares 29,272 $4.09M 0.01% -1,015 Timeline AVEM 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: 43,232 shares; 2024Q4: 67,193 shares; 2025Q1: 50,232 shares; 2025Q2: 35,299 shares; 2025Q3: 36,585 shares; 2025Q4: 36,907 shares; 2026Q1: 36,531 shares; 2026Q2: 42,356 shares 42,356 $4.09M 0.01% +5,825 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,103 shares; 2024Q4: 4,910 shares; 2025Q1: 82,409 shares; 2025Q2: 85,600 shares; 2025Q3: 101,031 shares; 2025Q4: 105,149 shares; 2026Q1: 94,214 shares; 2026Q2: 83,264 shares 83,264 $4.03M 0.01% -10,950 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,332 shares; 2024Q4: 140,813 shares; 2025Q1: 129,808 shares; 2025Q2: 122,161 shares; 2025Q3: 130,270 shares; 2025Q4: 132,762 shares; 2026Q1: 134,417 shares; 2026Q2: 133,050 shares 133,050 $3.9M 0.01% -1,367 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,278 shares; 2024Q4: 78,210 shares; 2025Q1: 90,578 shares; 2025Q2: 96,728 shares; 2025Q3: 106,703 shares; 2025Q4: 169,770 shares; 2026Q1: 184,732 shares; 2026Q2: 178,850 shares 178,850 $3.87M 0.01% -5,882 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 94,393 shares; 2025Q4: 93,526 shares; 2026Q1: 100,758 shares; 2026Q2: 89,777 shares 89,777 $3.84M 0.01% -10,981 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 2,360 shares; 2025Q1: 3,058 shares; 2025Q2: 10,171 shares; 2025Q3: 30,839 shares; 2025Q4: 10,839 shares; 2026Q1: 10,434 shares; 2026Q2: 10,369 shares 10,369 $3.82M 0.01% -65 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,961 shares; 2025Q4: 57,074 shares; 2026Q1: 49,490 shares; 2026Q2: 48,791 shares 48,791 $3.82M 0.01% -699 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,284 shares; 2024Q4: 67,711 shares; 2025Q1: 51,679 shares; 2025Q2: 93,258 shares; 2025Q3: 107,752 shares; 2025Q4: 106,885 shares; 2026Q1: 104,929 shares; 2026Q2: 94,974 shares 94,974 $3.82M 0.01% -9,955 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,230 shares 71,230 $3.76M 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,137 shares; 2024Q4: 87,649 shares; 2025Q1: 79,395 shares; 2025Q2: 48,006 shares; 2025Q3: 39,807 shares; 2025Q4: 32,766 shares; 2026Q1: 31,928 shares; 2026Q2: 32,179 shares 32,179 $3.75M 0.01% +251 Timeline STCE 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: 78,235 shares; 2024Q4: 71,255 shares; 2025Q1: 84,490 shares; 2025Q2: 83,971 shares; 2025Q3: 60,378 shares; 2025Q4: 58,582 shares; 2026Q1: 64,115 shares; 2026Q2: 53,618 shares 53,618 $3.75M 0.01% -10,497 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS 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: 13,144 shares; 2025Q4: 12,940 shares; 2026Q1: 11,300 shares; 2026Q2: 11,196 shares 11,196 $3.71M 0.01% -104 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,770 shares; 2024Q4: 11,657 shares; 2025Q1: 9,912 shares; 2025Q2: 8,990 shares; 2025Q3: 9,095 shares; 2025Q4: 9,832 shares; 2026Q1: 7,799 shares; 2026Q2: 5,862 shares 5,862 $3.62M 0.01% -1,937 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,711 shares; 2024Q4: 15,697 shares; 2025Q1: 15,068 shares; 2025Q2: 14,513 shares; 2025Q3: 14,788 shares; 2025Q4: 14,088 shares; 2026Q1: 14,032 shares; 2026Q2: 13,801 shares 13,801 $3.61M 0.01% -231 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: 9,353 shares; 2024Q4: 14,896 shares; 2025Q1: 16,735 shares; 2025Q2: 25,707 shares; 2025Q3: 23,546 shares; 2025Q4: 23,529 shares; 2026Q1: 25,812 shares; 2026Q2: 26,145 shares 26,145 $3.57M 0.01% +333 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,426 shares; 2024Q4: 16,650 shares; 2025Q1: 16,337 shares; 2025Q2: 20,646 shares; 2025Q3: 20,631 shares; 2025Q4: 21,565 shares; 2026Q1: 21,554 shares; 2026Q2: 21,593 shares 21,593 $3.55M 0.01% +39 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,523 shares; 2025Q1: 2,629 shares; 2025Q2: 4,406 shares; 2025Q3: 4,207 shares; 2025Q4: 4,141 shares; 2026Q1: 8,187 shares; 2026Q2: 29,569 shares 29,569 $3.53M 0.01% +21,382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,771 shares; 2025Q3: 95,115 shares; 2025Q4: 79,071 shares; 2026Q1: 70,346 shares; 2026Q2: 64,871 shares 64,871 $3.28M 0.01% -5,475 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: 1,649 shares; 2024Q4: 1,474 shares; 2025Q1: 934 shares; 2025Q2: 2,169 shares; 2025Q3: 2,982 shares; 2025Q4: 3,067 shares; 2026Q1: 2,653 shares; 2026Q2: 2,700 shares 2,700 $3.24M 0.01% +47 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: 4,397 shares; 2024Q4: 15,258 shares; 2025Q1: 12,865 shares; 2025Q2: 18,711 shares; 2025Q3: 19,993 shares; 2025Q4: 24,956 shares; 2026Q1: 25,583 shares; 2026Q2: 28,191 shares 28,191 $3.19M 0.01% +2,608 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 6,350 shares; 2025Q1: 6,582 shares; 2025Q2: 6,784 shares; 2025Q3: 6,586 shares; 2025Q4: 6,559 shares; 2026Q1: 6,542 shares; 2026Q2: 6,476 shares 6,476 $3.18M 0.01% -66 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: 9,326 shares; 2024Q4: 10,666 shares; 2025Q1: 9,035 shares; 2025Q2: 15,503 shares; 2025Q3: 12,525 shares; 2025Q4: 11,452 shares; 2026Q1: 12,030 shares; 2026Q2: 12,305 shares 12,305 $3.13M 0.01% +275 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,919 shares; 2024Q4: 59,001 shares; 2025Q1: 63,195 shares; 2025Q2: 62,549 shares; 2025Q3: 55,342 shares; 2025Q4: 54,718 shares; 2026Q1: 54,349 shares; 2026Q2: 49,818 shares 49,818 $3.12M 0.01% -4,531 Timeline AVDE 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: 22,729 shares; 2024Q4: 36,905 shares; 2025Q1: 32,878 shares; 2025Q2: 26,996 shares; 2025Q3: 25,898 shares; 2025Q4: 27,879 shares; 2026Q1: 28,736 shares; 2026Q2: 34,916 shares 34,916 $3.11M 0.01% +6,180 Timeline MLRG 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: 3,124 shares; 2025Q2: 34,179 shares; 2025Q3: 31,166 shares; 2025Q4: 28,288 shares; 2026Q1: 28,139 shares; 2026Q2: 29,839 shares 29,839 $3.09M 0.01% +1,700 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,387 shares; 2024Q4: 64,650 shares; 2025Q1: 62,500 shares; 2025Q2: 66,228 shares; 2025Q3: 67,337 shares; 2025Q4: 68,319 shares; 2026Q1: 68,319 shares; 2026Q2: 64,425 shares 64,425 $3.07M 0.01% -3,894 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 638 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 8,031 shares; 2025Q3: 8,018 shares; 2025Q4: 7,466 shares; 2026Q1: 7,260 shares; 2026Q2: 7,167 shares 7,167 $3.06M 0.01% -93 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,614 shares; 2024Q4: 16,271 shares; 2025Q1: 16,517 shares; 2025Q2: 16,391 shares; 2025Q3: 16,513 shares; 2025Q4: 32,834 shares; 2026Q1: 33,003 shares; 2026Q2: 31,564 shares 31,564 $3.05M 0.01% -1,439 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 6,473 shares; 2025Q1: 5,901 shares; 2025Q2: 5,748 shares; 2025Q3: 6,834 shares; 2025Q4: 8,479 shares; 2026Q1: 7,833 shares; 2026Q2: 8,117 shares 8,117 $3.03M 0.01% +284 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989 shares; 2024Q4: 33,788 shares; 2025Q1: 30,036 shares; 2025Q2: 11,316 shares; 2025Q3: 11,524 shares; 2025Q4: 13,029 shares; 2026Q1: 12,392 shares; 2026Q2: 18,111 shares 18,111 $3.02M 0.01% +5,719 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: 11,458 shares; 2024Q4: 12,182 shares; 2025Q1: 14,123 shares; 2025Q2: 15,033 shares; 2025Q3: 15,633 shares; 2025Q4: 15,707 shares; 2026Q1: 14,348 shares; 2026Q2: 13,287 shares 13,287 $2.98M 0.01% -1,061 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,709 shares; 2024Q4: 15,112 shares; 2025Q1: 13,265 shares; 2025Q2: 13,779 shares; 2025Q3: 13,091 shares; 2025Q4: 13,585 shares; 2026Q1: 14,233 shares; 2026Q2: 13,368 shares 13,368 $2.97M 0.01% -865 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 3,041 shares; 2025Q1: 2,449 shares; 2025Q2: 23,104 shares; 2025Q3: 23,598 shares; 2025Q4: 23,488 shares; 2026Q1: 23,319 shares; 2026Q2: 23,877 shares 23,877 $2.97M 0.01% +558 Timeline ILCG 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: 2,742 shares; 2025Q2: 19,429 shares; 2025Q3: 17,309 shares; 2025Q4: 16,501 shares; 2026Q1: 27,290 shares; 2026Q2: 25,326 shares 25,326 $2.96M 0.01% -1,964 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,196 shares; 2024Q4: 187,948 shares; 2025Q1: 184,877 shares; 2025Q2: 187,677 shares; 2025Q3: 184,493 shares; 2025Q4: 181,894 shares; 2026Q1: 97,305 shares; 2026Q2: 100,082 shares 100,082 $2.95M 0.01% +2,777 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,055 shares; 2024Q4: 19,540 shares; 2025Q1: 19,145 shares; 2025Q2: 21,237 shares; 2025Q3: 19,736 shares; 2025Q4: 17,831 shares; 2026Q1: 17,904 shares; 2026Q2: 17,923 shares 17,923 $2.94M 0.01% +19 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: 7,473 shares; 2024Q4: 10,401 shares; 2025Q1: 9,712 shares; 2025Q2: 10,174 shares; 2025Q3: 11,266 shares; 2025Q4: 11,474 shares; 2026Q1: 10,985 shares; 2026Q2: 10,410 shares 10,410 $2.93M 0.01% -575 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,503 shares; 2024Q4: 16,733 shares; 2025Q1: 16,703 shares; 2025Q2: 18,828 shares; 2025Q3: 17,681 shares; 2025Q4: 17,892 shares; 2026Q1: 34,378 shares; 2026Q2: 32,470 shares 32,470 $2.93M 0.01% -1,908 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; 2024Q3: 11,540 shares; 2024Q4: 15,243 shares; 2025Q1: 13,988 shares; 2025Q2: 12,156 shares; 2025Q3: 13,596 shares; 2025Q4: 13,513 shares; 2026Q1: 12,905 shares; 2026Q2: 12,030 shares 12,030 $2.92M 0.01% -875 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: 545 shares; 2024Q4: 5,742 shares; 2025Q1: 5,758 shares; 2025Q2: 6,056 shares; 2025Q3: 6,001 shares; 2025Q4: 6,162 shares; 2026Q1: 5,993 shares; 2026Q2: 5,829 shares 5,829 $2.92M 0.01% -164 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,145 shares; 2025Q1: 2,007 shares; 2025Q2: 4,974 shares; 2025Q3: 6,457 shares; 2025Q4: 5,245 shares; 2026Q1: 4,393 shares; 2026Q2: 5,029 shares 5,029 $2.92M 0.01% +636 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,202 shares; 2024Q4: 22,627 shares; 2025Q1: 22,881 shares; 2025Q2: 28,758 shares; 2025Q3: 29,990 shares; 2025Q4: 30,590 shares; 2026Q1: 31,924 shares; 2026Q2: 31,490 shares 31,490 $2.83M 0.01% -434 Timeline JMST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,648 shares; 2026Q2: 55,282 shares 55,282 $2.82M 0.01% +37,634 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,668 shares; 2024Q4: 59,336 shares; 2025Q1: 70,058 shares; 2025Q2: 35,029 shares; 2025Q3: 48,174 shares; 2025Q4: 48,400 shares; 2026Q1: 48,400 shares; 2026Q2: 56,893 shares 56,893 $2.75M <0.01% +8,493 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118,299 shares; 2025Q3: 129,288 shares; 2025Q4: 117,707 shares; 2026Q1: 125,723 shares; 2026Q2: 126,788 shares 126,788 $2.68M <0.01% +1,065 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: 2,818 shares; 2024Q4: 5,964 shares; 2025Q1: 5,834 shares; 2025Q2: 8,023 shares; 2025Q3: 7,777 shares; 2025Q4: 7,063 shares; 2026Q1: 6,445 shares; 2026Q2: 7,775 shares 7,775 $2.67M <0.01% +1,330 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,438 shares; 2025Q1: 8,021 shares; 2025Q2: 23,493 shares; 2025Q3: 26,181 shares; 2025Q4: 21,957 shares; 2026Q1: 20,077 shares; 2026Q2: 17,140 shares 17,140 $2.63M <0.01% -2,937 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; 2024Q3: 5,369 shares; 2024Q4: 5,410 shares; 2025Q1: 5,390 shares; 2025Q2: 16,867 shares; 2025Q3: 16,798 shares; 2025Q4: 16,932 shares; 2026Q1: 17,775 shares; 2026Q2: 17,167 shares 17,167 $2.61M <0.01% -608 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,144 shares; 2025Q1: 3,124 shares; 2025Q2: 2,999 shares; 2025Q3: 2,990 shares; 2025Q4: 16,881 shares; 2026Q1: 17,315 shares; 2026Q2: 26,033 shares 26,033 $2.58M <0.01% +8,718 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: 9,016 shares; 2024Q4: 38,659 shares; 2025Q1: 43,183 shares; 2025Q2: 54,083 shares; 2025Q3: 69,659 shares; 2025Q4: 79,504 shares; 2026Q1: 81,692 shares; 2026Q2: 81,458 shares 81,458 $2.58M <0.01% -234 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,397 shares; 2025Q2: 1,401 shares; 2025Q3: 1,991 shares; 2025Q4: 2,455 shares; 2026Q1: 1,949 shares; 2026Q2: 2,179 shares 2,179 $2.56M <0.01% +230 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,901 shares; 2024Q4: 53,784 shares; 2025Q1: 53,470 shares; 2025Q2: 44,314 shares; 2025Q3: 42,112 shares; 2025Q4: 39,076 shares; 2026Q1: 37,874 shares; 2026Q2: 37,225 shares 37,225 $2.55M <0.01% -649 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: 10,760 shares; 2024Q4: 13,634 shares; 2025Q1: 12,468 shares; 2025Q2: 14,820 shares; 2025Q3: 14,912 shares; 2025Q4: 15,746 shares; 2026Q1: 15,193 shares; 2026Q2: 15,978 shares 15,978 $2.52M <0.01% +785 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,194 shares; 2025Q3: 25,499 shares; 2025Q4: 26,879 shares; 2026Q1: 31,536 shares; 2026Q2: 27,652 shares 27,652 $2.51M <0.01% -3,884 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 41,598 shares 41,598 $2.48M <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,733 shares; 2024Q4: 7,892 shares; 2025Q1: 7,625 shares; 2025Q2: 5,245 shares; 2025Q3: 5,140 shares; 2025Q4: 5,450 shares; 2026Q1: 5,432 shares; 2026Q2: 5,364 shares 5,364 $2.46M <0.01% -68 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: 5,224 shares; 2024Q4: 24,224 shares; 2025Q1: 25,439 shares; 2025Q2: 35,384 shares; 2025Q3: 43,059 shares; 2025Q4: 44,348 shares; 2026Q1: 42,549 shares; 2026Q2: 42,606 shares 42,606 $2.43M <0.01% +57 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 6,307 shares; 2025Q1: 5,042 shares; 2025Q2: 49,004 shares; 2025Q3: 46,996 shares; 2025Q4: 44,883 shares; 2026Q1: 44,572 shares; 2026Q2: 44,587 shares 44,587 $2.41M <0.01% +15 Timeline CWI 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; 2024Q3: 63,601 shares; 2024Q4: 62,248 shares; 2025Q1: 60,538 shares; 2025Q2: 60,594 shares; 2025Q3: 60,551 shares; 2025Q4: 60,392 shares; 2026Q1: 60,149 shares; 2026Q2: 59,081 shares 59,081 $2.4M <0.01% -1,068 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,179 shares; 2024Q4: 21,560 shares; 2025Q1: 16,338 shares; 2025Q2: 10,673 shares; 2025Q3: 11,431 shares; 2025Q4: 9,963 shares; 2026Q1: 10,147 shares; 2026Q2: 9,757 shares 9,757 $2.4M <0.01% -390 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: 27,437 shares; 2024Q4: 27,649 shares; 2025Q1: 28,556 shares; 2025Q2: 30,318 shares; 2025Q3: 28,432 shares; 2025Q4: 29,858 shares; 2026Q1: 23,405 shares; 2026Q2: 26,431 shares 26,431 $2.4M <0.01% +3,026 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: 1,785 shares; 2024Q4: 1,929 shares; 2025Q1: 2,018 shares; 2025Q2: 4,755 shares; 2025Q3: 4,606 shares; 2025Q4: 4,547 shares; 2026Q1: 3,908 shares; 2026Q2: 4,619 shares 4,619 $2.37M <0.01% +711 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,190 shares; 2024Q4: 56,880 shares; 2025Q1: 56,348 shares; 2025Q2: 54,863 shares; 2025Q3: 54,914 shares; 2025Q4: 69,164 shares; 2026Q1: 66,444 shares; 2026Q2: 64,540 shares 64,540 $2.29M <0.01% -1,904 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,693 shares; 2024Q4: 317,041 shares; 2025Q1: 319,867 shares; 2025Q2: 321,722 shares; 2025Q3: 327,950 shares; 2025Q4: 262,593 shares; 2026Q1: 172,186 shares; 2026Q2: 78,409 shares 78,409 $2.27M <0.01% -93,777 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,810 shares; 2024Q4: 41,673 shares; 2025Q1: 47,957 shares; 2025Q2: 43,578 shares; 2025Q3: 35,440 shares; 2025Q4: 48,819 shares; 2026Q1: 164,167 shares; 2026Q2: 105,703 shares 105,703 $2.24M <0.01% -58,464 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,444 shares; 2025Q2: 4,466 shares; 2025Q3: 5,212 shares; 2025Q4: 4,303 shares; 2026Q1: 5,667 shares; 2026Q2: 25,426 shares 25,426 $2.24M <0.01% +19,759 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: 26,877 shares; 2024Q4: 43,664 shares; 2025Q1: 41,399 shares; 2025Q2: 28,145 shares; 2025Q3: 41,752 shares; 2025Q4: 31,787 shares; 2026Q1: 26,523 shares; 2026Q2: 25,965 shares 25,965 $2.22M <0.01% -558 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: 44,707 shares; 2024Q4: 62,539 shares; 2025Q1: 60,905 shares; 2025Q2: 32,578 shares; 2025Q3: 33,313 shares; 2025Q4: 27,805 shares; 2026Q1: 28,220 shares; 2026Q2: 28,636 shares 28,636 $2.19M <0.01% +416 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 2,693 shares; 2025Q4: 2,437 shares; 2026Q1: 5,077 shares; 2026Q2: 5,046 shares 5,046 $2.19M <0.01% -31 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: 3,351 shares; 2024Q4: 9,581 shares; 2025Q1: 11,506 shares; 2025Q2: 6,495 shares; 2025Q3: 7,210 shares; 2025Q4: 7,652 shares; 2026Q1: 7,215 shares; 2026Q2: 13,895 shares 13,895 $2.18M <0.01% +6,680 Timeline VUSB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,162 shares; 2026Q1: 24,156 shares; 2026Q2: 43,776 shares 43,776 $2.18M <0.01% +19,620 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 2,884 shares; 2025Q1: 1,527 shares; 2025Q2: 2,097 shares; 2025Q3: 2,175 shares; 2025Q4: 1,935 shares; 2026Q1: 1,913 shares; 2026Q2: 2,017 shares 2,017 $2.15M <0.01% +104 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,433 shares; 2024Q4: 45,690 shares; 2025Q1: 39,599 shares; 2025Q2: 38,294 shares; 2025Q3: 40,632 shares; 2025Q4: 37,669 shares; 2026Q1: 38,743 shares; 2026Q2: 40,598 shares 40,598 $2.14M <0.01% +1,855 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,432 shares; 2024Q4: 13,427 shares; 2025Q1: 10,404 shares; 2025Q2: 9,985 shares; 2025Q3: 12,156 shares; 2025Q4: 19,007 shares; 2026Q1: 19,067 shares; 2026Q2: 19,335 shares 19,335 $2.12M <0.01% +268 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; 2024Q3: 8,845 shares; 2024Q4: 13,101 shares; 2025Q1: 11,812 shares; 2025Q2: 11,818 shares; 2025Q3: 11,565 shares; 2025Q4: 10,559 shares; 2026Q1: 10,622 shares; 2026Q2: 10,662 shares 10,662 $2.11M <0.01% +40 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,131 shares; 2024Q4: 27,895 shares; 2025Q1: 21,317 shares; 2025Q2: 20,215 shares; 2025Q3: 44,550 shares; 2025Q4: 37,550 shares; 2026Q1: 35,177 shares; 2026Q2: 35,470 shares 35,470 $2.09M <0.01% +293 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,769 shares; 2024Q4: 13,374 shares; 2025Q1: 13,970 shares; 2025Q2: 11,263 shares; 2025Q3: 12,999 shares; 2025Q4: 12,235 shares; 2026Q1: 11,847 shares; 2026Q2: 10,105 shares 10,105 $2.09M <0.01% -1,742 Timeline IBLC 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: 45,972 shares; 2025Q4: 45,992 shares; 2026Q1: 49,603 shares; 2026Q2: 43,108 shares 43,108 $2.07M <0.01% -6,495 Timeline AVMU 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: 64,183 shares; 2024Q4: 93,884 shares; 2025Q1: 77,972 shares; 2025Q2: 68,493 shares; 2025Q3: 63,653 shares; 2025Q4: 55,508 shares; 2026Q1: 45,318 shares; 2026Q2: 44,362 shares 44,362 $2.07M <0.01% -956 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 3,189 shares; 2025Q4: 2,808 shares; 2026Q1: not reported; 2026Q2: 24,575 shares 24,575 $2.03M <0.01% new 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: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,619 shares; 2025Q2: 1,870 shares; 2025Q3: 1,900 shares; 2025Q4: 1,941 shares; 2026Q1: 1,950 shares; 2026Q2: 2,004 shares 2,004 $2.03M <0.01% +54 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,600 shares; 2025Q2: 19,657 shares; 2025Q3: 21,577 shares; 2025Q4: 21,448 shares; 2026Q1: 21,331 shares; 2026Q2: 21,534 shares 21,534 $1.98M <0.01% +203 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 21,579 shares; 2025Q1: 21,582 shares; 2025Q2: 21,776 shares; 2025Q3: 21,998 shares; 2025Q4: 22,819 shares; 2026Q1: 22,727 shares; 2026Q2: 22,309 shares 22,309 $1.98M <0.01% -418 Timeline FNDF 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: 28,809 shares; 2024Q4: 28,563 shares; 2025Q1: 26,806 shares; 2025Q2: 55,006 shares; 2025Q3: 47,165 shares; 2025Q4: 47,333 shares; 2026Q1: 37,622 shares; 2026Q2: 36,971 shares 36,971 $1.95M <0.01% -651 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,568 shares; 2024Q4: 7,209 shares; 2025Q1: 5,078 shares; 2025Q2: 4,344 shares; 2025Q3: 4,609 shares; 2025Q4: 4,181 shares; 2026Q1: 4,274 shares; 2026Q2: 5,295 shares 5,295 $1.92M <0.01% +1,021 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,231 shares; 2024Q4: 44,573 shares; 2025Q1: 58,350 shares; 2025Q2: 58,608 shares; 2025Q3: 64,339 shares; 2025Q4: 96,560 shares; 2026Q1: 100,780 shares; 2026Q2: 96,566 shares 96,566 $1.89M <0.01% -4,214 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,347 shares; 2025Q3: 104,814 shares; 2025Q4: 105,033 shares; 2026Q1: 105,033 shares; 2026Q2: 105,033 shares 105,033 $1.87M <0.01% 0 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: 6,716 shares; 2024Q4: 9,447 shares; 2025Q1: 9,402 shares; 2025Q2: 10,570 shares; 2025Q3: 11,720 shares; 2025Q4: 12,156 shares; 2026Q1: 11,395 shares; 2026Q2: 11,177 shares 11,177 $1.85M <0.01% -218 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: 29,850 shares; 2024Q4: 46,295 shares; 2025Q1: 35,033 shares; 2025Q2: 18,739 shares; 2025Q3: 15,679 shares; 2025Q4: 15,337 shares; 2026Q1: 14,660 shares; 2026Q2: 14,705 shares 14,705 $1.83M <0.01% +45 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: 2,407 shares; 2024Q4: 3,835 shares; 2025Q1: 2,398 shares; 2025Q2: 4,536 shares; 2025Q3: 4,314 shares; 2025Q4: 5,051 shares; 2026Q1: 5,396 shares; 2026Q2: 4,408 shares 4,408 $1.83M <0.01% -988 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 2,678 shares; 2025Q4: 2,873 shares; 2026Q1: 2,580 shares; 2026Q2: 2,522 shares 2,522 $1.82M <0.01% -58 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,970 shares; 2024Q4: 60,560 shares; 2025Q1: 93,597 shares; 2025Q2: 94,472 shares; 2025Q3: 70,804 shares; 2025Q4: 72,793 shares; 2026Q1: 103,380 shares; 2026Q2: 150,975 shares 150,975 $1.8M <0.01% +47,595 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,877 shares; 2024Q4: 13,254 shares; 2025Q1: 15,221 shares; 2025Q2: 16,337 shares; 2025Q3: 16,316 shares; 2025Q4: 22,115 shares; 2026Q1: 16,336 shares; 2026Q2: 16,714 shares 16,714 $1.78M <0.01% +378 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: 6,623 shares; 2024Q4: 14,545 shares; 2025Q1: 11,416 shares; 2025Q2: 12,598 shares; 2025Q3: 14,106 shares; 2025Q4: 13,154 shares; 2026Q1: 13,055 shares; 2026Q2: 12,122 shares 12,122 $1.78M <0.01% -933 Timeline YJUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,436 shares; 2025Q3: 141,397 shares; 2025Q4: 110,104 shares; 2026Q1: 100,550 shares; 2026Q2: 64,440 shares 64,440 $1.73M <0.01% -36,110 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; 2024Q3: 41,049 shares; 2024Q4: 327,426 shares; 2025Q1: 103,228 shares; 2025Q2: 74,268 shares; 2025Q3: 74,495 shares; 2025Q4: 88,729 shares; 2026Q1: 70,156 shares; 2026Q2: 69,991 shares 69,991 $1.73M <0.01% -165 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,929 shares; 2024Q4: 22,097 shares; 2025Q1: 21,511 shares; 2025Q2: 24,113 shares; 2025Q3: 24,871 shares; 2025Q4: 23,429 shares; 2026Q1: 23,013 shares; 2026Q2: 22,522 shares 22,522 $1.71M <0.01% -491 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,404 shares; 2025Q2: 2,683 shares; 2025Q3: 2,771 shares; 2025Q4: 3,466 shares; 2026Q1: 3,091 shares; 2026Q2: 3,481 shares 3,481 $1.66M <0.01% +390 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 11,119 shares; 2025Q1: 9,667 shares; 2025Q2: 9,296 shares; 2025Q3: 9,675 shares; 2025Q4: 11,252 shares; 2026Q1: 8,672 shares; 2026Q2: 8,624 shares 8,624 $1.64M <0.01% -48 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,599 shares; 2024Q4: 39,573 shares; 2025Q1: 37,758 shares; 2025Q2: 37,342 shares; 2025Q3: 36,721 shares; 2025Q4: 36,315 shares; 2026Q1: 33,727 shares; 2026Q2: 34,001 shares 34,001 $1.64M <0.01% +274 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; 2024Q3: 23,294 shares; 2024Q4: 24,064 shares; 2025Q1: 23,517 shares; 2025Q2: 23,200 shares; 2025Q3: 24,604 shares; 2025Q4: 24,423 shares; 2026Q1: 22,933 shares; 2026Q2: 23,531 shares 23,531 $1.62M <0.01% +598 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; 2024Q3: 5,376 shares; 2024Q4: 5,902 shares; 2025Q1: 5,652 shares; 2025Q2: 9,300 shares; 2025Q3: 8,907 shares; 2025Q4: 8,856 shares; 2026Q1: 8,862 shares; 2026Q2: 8,743 shares 8,743 $1.62M <0.01% -119 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,092 shares; 2025Q1: 4,401 shares; 2025Q2: 3,912 shares; 2025Q3: 3,927 shares; 2025Q4: 3,921 shares; 2026Q1: 4,411 shares; 2026Q2: 4,544 shares 4,544 $1.56M <0.01% +133 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,638 shares; 2024Q4: 10,531 shares; 2025Q1: 10,594 shares; 2025Q2: 10,722 shares; 2025Q3: 11,014 shares; 2025Q4: 14,042 shares; 2026Q1: 7,474 shares; 2026Q2: 7,326 shares 7,326 $1.53M <0.01% -148 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: 5,945 shares; 2024Q4: 7,849 shares; 2025Q1: 9,133 shares; 2025Q2: 8,044 shares; 2025Q3: 11,402 shares; 2025Q4: 17,272 shares; 2026Q1: 8,114 shares; 2026Q2: 10,423 shares 10,423 $1.53M <0.01% +2,309 Timeline VSDM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,893 shares; 2025Q3: 5,473 shares; 2025Q4: 7,822 shares; 2026Q1: 18,818 shares; 2026Q2: 19,906 shares 19,906 $1.53M <0.01% +1,088 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 15,013 shares; 2025Q1: 13,978 shares; 2025Q2: 14,793 shares; 2025Q3: 17,282 shares; 2025Q4: 19,015 shares; 2026Q1: 18,081 shares; 2026Q2: 18,030 shares 18,030 $1.49M <0.01% -51 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 29,433 shares; 2026Q2: 29,432 shares 29,432 $1.45M <0.01% -1 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: 1,688 shares; 2024Q4: 1,939 shares; 2025Q1: 1,821 shares; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 5,313 shares; 2026Q1: 5,815 shares; 2026Q2: 6,530 shares 6,530 $1.43M <0.01% +715 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 19,851 shares; 2025Q1: 15,999 shares; 2025Q2: 13,651 shares; 2025Q3: 14,368 shares; 2025Q4: 14,062 shares; 2026Q1: 13,573 shares; 2026Q2: 14,014 shares 14,014 $1.43M <0.01% +441 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 813 shares; 2026Q1: 1,318 shares; 2026Q2: 1,240 shares 1,240 $1.43M <0.01% -78 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 24,686 shares; 2025Q4: 24,343 shares; 2026Q1: 23,210 shares; 2026Q2: 23,531 shares 23,531 $1.42M <0.01% +321 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 10,606 shares; 2025Q1: 10,598 shares; 2025Q2: 10,721 shares; 2025Q3: 10,802 shares; 2025Q4: 14,429 shares; 2026Q1: 5,869 shares; 2026Q2: 5,922 shares 5,922 $1.41M <0.01% +53 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,204 shares; 2025Q1: 2,538 shares; 2025Q2: 5,366 shares; 2025Q3: 5,516 shares; 2025Q4: 4,937 shares; 2026Q1: 4,841 shares; 2026Q2: 4,690 shares 4,690 $1.4M <0.01% -151 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,249 shares; 2024Q4: 25,258 shares; 2025Q1: 25,296 shares; 2025Q2: 25,296 shares; 2025Q3: 25,335 shares; 2025Q4: 25,335 shares; 2026Q1: 25,627 shares; 2026Q2: 24,664 shares 24,664 $1.39M <0.01% -963 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,382 shares; 2024Q4: 44,294 shares; 2025Q1: 32,608 shares; 2025Q2: 44,232 shares; 2025Q3: 58,852 shares; 2025Q4: 59,215 shares; 2026Q1: 54,522 shares; 2026Q2: 54,360 shares 54,360 $1.39M <0.01% -162 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 3,097 shares; 2025Q1: 2,138 shares; 2025Q2: 2,449 shares; 2025Q3: 2,589 shares; 2025Q4: 2,607 shares; 2026Q1: 3,355 shares; 2026Q2: 3,243 shares 3,243 $1.38M <0.01% -112 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: 4,957 shares; 2024Q4: 12,375 shares; 2025Q1: 13,546 shares; 2025Q2: 15,311 shares; 2025Q3: 14,089 shares; 2025Q4: 15,876 shares; 2026Q1: 16,507 shares; 2026Q2: 15,376 shares 15,376 $1.35M <0.01% -1,131 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: 43,231 shares; 2024Q4: 45,496 shares; 2025Q1: 39,784 shares; 2025Q2: 39,784 shares; 2025Q3: 39,815 shares; 2025Q4: 39,934 shares; 2026Q1: 32,725 shares; 2026Q2: 32,388 shares 32,388 $1.34M <0.01% -337 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 14,674 shares; 2025Q3: 28,047 shares; 2025Q4: 31,573 shares; 2026Q1: 27,944 shares; 2026Q2: 26,262 shares 26,262 $1.33M <0.01% -1,682 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,589 shares; 2024Q4: 30,987 shares; 2025Q1: 23,591 shares; 2025Q2: 13,613 shares; 2025Q3: 12,839 shares; 2025Q4: 12,635 shares; 2026Q1: 12,642 shares; 2026Q2: 12,772 shares 12,772 $1.32M <0.01% +130 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,035 shares; 2024Q4: 12,465 shares; 2025Q1: 12,465 shares; 2025Q2: 24,738 shares; 2025Q3: 24,801 shares; 2025Q4: 26,783 shares; 2026Q1: 26,703 shares; 2026Q2: 24,838 shares 24,838 $1.28M <0.01% -1,865 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,098 shares; 2025Q1: 10,980 shares; 2025Q2: 16,031 shares; 2025Q3: 16,211 shares; 2025Q4: 17,780 shares; 2026Q1: 16,393 shares; 2026Q2: 16,987 shares 16,987 $1.28M <0.01% +594 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,059 shares; 2024Q4: 42,639 shares; 2025Q1: 39,515 shares; 2025Q2: 42,214 shares; 2025Q3: 45,777 shares; 2025Q4: 24,478 shares; 2026Q1: 23,792 shares; 2026Q2: 29,972 shares 29,972 $1.27M <0.01% +6,180 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,438 shares; 2024Q4: 83,682 shares; 2025Q1: 81,397 shares; 2025Q2: 85,493 shares; 2025Q3: 85,469 shares; 2025Q4: 97,411 shares; 2026Q1: 106,033 shares; 2026Q2: 105,324 shares 105,324 $1.27M <0.01% -709 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 1,001 shares; 2026Q2: 3,717 shares 3,717 $1.27M <0.01% +2,716 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 4,381 shares; 2025Q1: 4,573 shares; 2025Q2: 4,623 shares; 2025Q3: 4,702 shares; 2025Q4: 4,323 shares; 2026Q1: 4,666 shares; 2026Q2: 4,639 shares 4,639 $1.26M <0.01% -27 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 9,116 shares; 2026Q1: 7,175 shares; 2026Q2: 6,380 shares 6,380 $1.25M <0.01% -795 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,895 shares; 2025Q1: 3,893 shares; 2025Q2: 1,823 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,782 shares; 2026Q2: 2,888 shares 2,888 $1.25M <0.01% -894 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,463 shares; 2025Q1: 2,391 shares; 2025Q2: 2,929 shares; 2025Q3: 2,918 shares; 2025Q4: 2,535 shares; 2026Q1: 2,782 shares; 2026Q2: 2,437 shares 2,437 $1.24M <0.01% -345 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,823 shares; 2025Q3: 11,823 shares; 2025Q4: 10,863 shares; 2026Q1: 10,863 shares; 2026Q2: 10,863 shares 10,863 $1.22M <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; 2024Q3: 9,239 shares; 2024Q4: 11,424 shares; 2025Q1: 13,963 shares; 2025Q2: 14,098 shares; 2025Q3: 15,558 shares; 2025Q4: 14,949 shares; 2026Q1: 13,193 shares; 2026Q2: 11,761 shares 11,761 $1.2M <0.01% -1,432 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: 5,473 shares; 2024Q4: 10,320 shares; 2025Q1: 6,537 shares; 2025Q2: 12,501 shares; 2025Q3: 13,053 shares; 2025Q4: 13,166 shares; 2026Q1: 12,840 shares; 2026Q2: 14,798 shares 14,798 $1.2M <0.01% +1,958 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 686 shares; 2025Q1: 865 shares; 2025Q2: 3,761 shares; 2025Q3: 3,807 shares; 2025Q4: 3,755 shares; 2026Q1: 3,746 shares; 2026Q2: 3,807 shares 3,807 $1.2M <0.01% +61 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; 2024Q3: 11,147 shares; 2024Q4: 10,502 shares; 2025Q1: 10,601 shares; 2025Q2: 16,419 shares; 2025Q3: 16,884 shares; 2025Q4: 28,103 shares; 2026Q1: 26,585 shares; 2026Q2: 22,222 shares 22,222 $1.18M <0.01% -4,363 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,329 shares; 2024Q4: 27,098 shares; 2025Q1: 40,293 shares; 2025Q2: 39,849 shares; 2025Q3: 39,861 shares; 2025Q4: 56,554 shares; 2026Q1: 57,444 shares; 2026Q2: 58,450 shares 58,450 $1.18M <0.01% +1,006 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,178 shares; 2024Q4: 5,342 shares; 2025Q1: 19,419 shares; 2025Q2: 12,704 shares; 2025Q3: 11,404 shares; 2025Q4: 11,845 shares; 2026Q1: 11,450 shares; 2026Q2: 14,075 shares 14,075 $1.18M <0.01% +2,625 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,821 shares; 2025Q1: 5,760 shares; 2025Q2: 7,075 shares; 2025Q3: 7,115 shares; 2025Q4: 7,147 shares; 2026Q1: 7,135 shares; 2026Q2: 7,174 shares 7,174 $1.17M <0.01% +39 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,472 shares; 2024Q4: 36,559 shares; 2025Q1: 23,683 shares; 2025Q2: 31,236 shares; 2025Q3: 40,583 shares; 2025Q4: 41,867 shares; 2026Q1: 40,429 shares; 2026Q2: 45,725 shares 45,725 $1.16M <0.01% +5,296 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,999 shares; 2024Q4: 5,430 shares; 2025Q1: 5,844 shares; 2025Q2: 7,491 shares; 2025Q3: 7,540 shares; 2025Q4: 7,518 shares; 2026Q1: 7,475 shares; 2026Q2: 7,436 shares 7,436 $1.16M <0.01% -39 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; 2024Q3: 8,587 shares; 2024Q4: 8,949 shares; 2025Q1: 8,814 shares; 2025Q2: 10,196 shares; 2025Q3: 10,270 shares; 2025Q4: 21,037 shares; 2026Q1: 22,123 shares; 2026Q2: 22,134 shares 22,134 $1.13M <0.01% +11 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,163 shares; 2024Q4: 6,574 shares; 2025Q1: 6,878 shares; 2025Q2: 10,052 shares; 2025Q3: 9,718 shares; 2025Q4: 9,354 shares; 2026Q1: 8,370 shares; 2026Q2: 8,469 shares 8,469 $1.11M <0.01% +99 Timeline ARTY 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: 12,556 shares; 2025Q1: 12,044 shares; 2025Q2: 12,092 shares; 2025Q3: 14,693 shares; 2025Q4: 14,751 shares; 2026Q1: 14,739 shares; 2026Q2: 14,424 shares 14,424 $1.1M <0.01% -315 Timeline IBMQ 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: 13,967 shares; 2025Q4: 44,197 shares; 2026Q1: 42,838 shares; 2026Q2: 42,792 shares 42,792 $1.09M <0.01% -46 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 7,558 shares; 2025Q1: 7,332 shares; 2025Q2: 9,658 shares; 2025Q3: 9,783 shares; 2025Q4: 8,460 shares; 2026Q1: 8,345 shares; 2026Q2: 8,510 shares 8,510 $1.09M <0.01% +165 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; 2024Q3: 7,996 shares; 2024Q4: 10,654 shares; 2025Q1: 6,959 shares; 2025Q2: 22,464 shares; 2025Q3: 22,643 shares; 2025Q4: 19,926 shares; 2026Q1: 20,342 shares; 2026Q2: 20,377 shares 20,377 $1.09M <0.01% +35 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,471 shares; 2025Q3: 4,324 shares; 2025Q4: 4,321 shares; 2026Q1: 4,311 shares; 2026Q2: 4,329 shares 4,329 $1.09M <0.01% +18 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 3,066 shares; 2025Q4: 3,012 shares; 2026Q1: 3,012 shares; 2026Q2: 3,007 shares 3,007 $1.08M <0.01% -5 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,659 shares; 2024Q4: 16,057 shares; 2025Q1: 15,408 shares; 2025Q2: 19,070 shares; 2025Q3: 19,754 shares; 2025Q4: 19,048 shares; 2026Q1: 14,086 shares; 2026Q2: 13,099 shares 13,099 $1.07M <0.01% -987 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,460 shares; 2024Q4: 5,442 shares; 2025Q1: 5,438 shares; 2025Q2: 5,439 shares; 2025Q3: 9,347 shares; 2025Q4: 10,089 shares; 2026Q1: 6,737 shares; 2026Q2: 6,690 shares 6,690 $1.05M <0.01% -47 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,682 shares; 2025Q2: 6,701 shares; 2025Q3: 6,692 shares; 2025Q4: 6,674 shares; 2026Q1: 6,772 shares; 2026Q2: 6,697 shares 6,697 $1.05M <0.01% -75 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,346 shares; 2024Q4: 124,356 shares; 2025Q1: 126,298 shares; 2025Q2: 141,090 shares; 2025Q3: 133,012 shares; 2025Q4: 130,969 shares; 2026Q1: 114,178 shares; 2026Q2: 26,929 shares 26,929 $1.02M <0.01% -87,249 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 15,948 shares; 2025Q3: 13,785 shares; 2025Q4: 14,336 shares; 2026Q1: 14,268 shares; 2026Q2: 12,336 shares 12,336 $1.01M <0.01% -1,932 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,502 shares; 2025Q1: 6,469 shares; 2025Q2: 8,936 shares; 2025Q3: 8,978 shares; 2025Q4: 8,906 shares; 2026Q1: 9,215 shares; 2026Q2: 9,095 shares 9,095 $974K <0.01% -120 Timeline SGOV 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: not reported; 2026Q2: 9,599 shares 9,599 $966K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,046 shares; 2025Q3: 4,568 shares; 2025Q4: 4,178 shares; 2026Q1: 2,706 shares; 2026Q2: 1,868 shares 1,868 $962K <0.01% -838 Timeline SHYM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,397 shares; 2025Q4: 40,535 shares; 2026Q1: 42,855 shares; 2026Q2: 42,855 shares 42,855 $962K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,583 shares; 2025Q1: 3,392 shares; 2025Q2: 3,045 shares; 2025Q3: 2,702 shares; 2025Q4: 3,143 shares; 2026Q1: 3,805 shares; 2026Q2: 5,662 shares 5,662 $962K <0.01% +1,857 Timeline GSLC 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; 2024Q3: 6,556 shares; 2024Q4: 7,061 shares; 2025Q1: 6,687 shares; 2025Q2: 6,777 shares; 2025Q3: 6,762 shares; 2025Q4: 6,687 shares; 2026Q1: 6,861 shares; 2026Q2: 6,771 shares 6,771 $961K <0.01% -90 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: 1,619 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 3,771 shares; 2026Q1: 3,794 shares; 2026Q2: 3,770 shares 3,770 $936K <0.01% -24 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,889 shares; 2025Q3: 8,199 shares; 2025Q4: 8,116 shares; 2026Q1: 7,595 shares; 2026Q2: 8,225 shares 8,225 $919K <0.01% +630 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; 2024Q3: not reported; 2024Q4: 1,091 shares; 2025Q1: not reported; 2025Q2: 3,441 shares; 2025Q3: 3,554 shares; 2025Q4: 7,047 shares; 2026Q1: 7,723 shares; 2026Q2: 7,674 shares 7,674 $900K <0.01% -49 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,419 shares; 2024Q4: 1,594 shares; 2025Q1: 1,619 shares; 2025Q2: 1,934 shares; 2025Q3: 2,013 shares; 2025Q4: 1,759 shares; 2026Q1: 1,346 shares; 2026Q2: 1,406 shares 1,406 $892K <0.01% +60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,166 shares; 2025Q4: 2,205 shares; 2026Q1: 2,187 shares; 2026Q2: 2,242 shares 2,242 $890K <0.01% +55 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,774 shares; 2025Q3: 31,578 shares; 2025Q4: 27,216 shares; 2026Q1: 26,500 shares; 2026Q2: 19,551 shares 19,551 $890K <0.01% -6,949 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,898 shares; 2025Q3: 10,773 shares; 2025Q4: 10,077 shares; 2026Q1: 10,145 shares; 2026Q2: 10,389 shares 10,389 $863K <0.01% +244 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,671 shares; 2025Q3: 3,671 shares; 2025Q4: 3,715 shares; 2026Q1: 3,320 shares; 2026Q2: 2,989 shares 2,989 $860K <0.01% -331 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,302 shares; 2025Q4: 3,757 shares; 2026Q1: 3,689 shares; 2026Q2: 7,669 shares 7,669 $848K <0.01% +3,980 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; 2024Q3: 22,183 shares; 2024Q4: 16,500 shares; 2025Q1: 17,352 shares; 2025Q2: 24,225 shares; 2025Q3: 26,537 shares; 2025Q4: 25,135 shares; 2026Q1: 17,934 shares; 2026Q2: 15,052 shares 15,052 $848K <0.01% -2,882 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; 2024Q3: 1,783 shares; 2024Q4: 2,705 shares; 2025Q1: 2,341 shares; 2025Q2: 5,423 shares; 2025Q3: 5,655 shares; 2025Q4: 5,525 shares; 2026Q1: 5,373 shares; 2026Q2: 5,335 shares 5,335 $846K <0.01% -38 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,128 shares; 2024Q4: 25,546 shares; 2025Q1: 28,094 shares; 2025Q2: 34,653 shares; 2025Q3: 29,482 shares; 2025Q4: 29,979 shares; 2026Q1: 29,020 shares; 2026Q2: 40,801 shares 40,801 $845K <0.01% +11,781 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,768 shares 3,768 $844K <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,332 shares; 2024Q4: 7,994 shares; 2025Q1: 8,024 shares; 2025Q2: 6,563 shares; 2025Q3: 6,183 shares; 2025Q4: 6,224 shares; 2026Q1: 6,520 shares; 2026Q2: 6,564 shares 6,564 $839K <0.01% +44 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,085 shares; 2024Q4: 8,789 shares; 2025Q1: 8,622 shares; 2025Q2: 8,783 shares; 2025Q3: 9,441 shares; 2025Q4: 9,964 shares; 2026Q1: 9,369 shares; 2026Q2: 9,579 shares 9,579 $814K <0.01% +210 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,698 shares; 2025Q3: 2,736 shares; 2025Q4: 2,543 shares; 2026Q1: 2,559 shares; 2026Q2: 2,795 shares 2,795 $812K <0.01% +236 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,481 shares; 2024Q4: 27,658 shares; 2025Q1: 18,590 shares; 2025Q2: 6,539 shares; 2025Q3: 5,609 shares; 2025Q4: 5,561 shares; 2026Q1: 5,481 shares; 2026Q2: 5,433 shares 5,433 $806K <0.01% -48 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,421 shares; 2025Q1: 1,869 shares; 2025Q2: 5,092 shares; 2025Q3: 5,512 shares; 2025Q4: 3,174 shares; 2026Q1: 4,451 shares; 2026Q2: 4,455 shares 4,455 $806K <0.01% +4 Timeline PBD 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: 55,770 shares; 2024Q4: 63,448 shares; 2025Q1: 63,499 shares; 2025Q2: 62,733 shares; 2025Q3: 59,247 shares; 2025Q4: 50,176 shares; 2026Q1: 45,706 shares; 2026Q2: 40,844 shares 40,844 $801K <0.01% -4,862 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 2,963 shares; 2025Q4: 2,938 shares; 2026Q1: 2,867 shares; 2026Q2: 2,881 shares 2,881 $794K <0.01% +14 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,626 shares; 2026Q1: 1,615 shares; 2026Q2: 1,623 shares 1,623 $785K <0.01% +8 Timeline VALQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,947 shares; 2025Q3: 12,176 shares; 2025Q4: 11,190 shares; 2026Q1: 11,190 shares; 2026Q2: 11,190 shares 11,190 $780K <0.01% 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; 2024Q3: 16,107 shares; 2024Q4: 16,458 shares; 2025Q1: 16,083 shares; 2025Q2: 16,083 shares; 2025Q3: 16,083 shares; 2025Q4: 16,083 shares; 2026Q1: 16,136 shares; 2026Q2: 14,486 shares 14,486 $779K <0.01% -1,650 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 6,936 shares; 2025Q3: 7,118 shares; 2025Q4: 7,151 shares; 2026Q1: 6,753 shares; 2026Q2: 7,478 shares 7,478 $777K <0.01% +725 Timeline FNOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,261 shares; 2025Q3: 15,849 shares; 2025Q4: 14,658 shares; 2026Q1: 14,496 shares; 2026Q2: 13,200 shares 13,200 $772K <0.01% -1,296 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: 15,634 shares; 2024Q4: 11,647 shares; 2025Q1: 8,775 shares; 2025Q2: 9,481 shares; 2025Q3: 9,363 shares; 2025Q4: 7,118 shares; 2026Q1: 3,931 shares; 2026Q2: 4,097 shares 4,097 $757K <0.01% +166 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,729 shares; 2025Q1: 1,609 shares; 2025Q2: 1,885 shares; 2025Q3: 3,291 shares; 2025Q4: 1,378 shares; 2026Q1: 1,405 shares; 2026Q2: 1,446 shares 1,446 $755K <0.01% +41 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; 2024Q3: not reported; 2024Q4: 2,156 shares; 2025Q1: 2,443 shares; 2025Q2: 2,799 shares; 2025Q3: 2,480 shares; 2025Q4: 2,726 shares; 2026Q1: 3,265 shares; 2026Q2: 3,488 shares 3,488 $742K <0.01% +223 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,164 shares; 2025Q1: 6,833 shares; 2025Q2: 6,713 shares; 2025Q3: 6,836 shares; 2025Q4: 8,758 shares; 2026Q1: 7,263 shares; 2026Q2: 7,133 shares 7,133 $738K <0.01% -130 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 10,580 shares; 2025Q1: 10,602 shares; 2025Q2: 12,667 shares; 2025Q3: 13,688 shares; 2025Q4: 13,792 shares; 2026Q1: 13,649 shares; 2026Q2: 14,846 shares 14,846 $736K <0.01% +1,197 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,523 shares; 2025Q3: 5,497 shares; 2025Q4: 6,989 shares; 2026Q1: 3,627 shares; 2026Q2: 3,653 shares 3,653 $733K <0.01% +26 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,372 shares; 2025Q1: 2,645 shares; 2025Q2: 4,875 shares; 2025Q3: 4,832 shares; 2025Q4: 4,943 shares; 2026Q1: 4,379 shares; 2026Q2: 4,807 shares 4,807 $722K <0.01% +428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 2,373 shares; 2025Q4: 2,711 shares; 2026Q1: 2,369 shares; 2026Q2: 2,400 shares 2,400 $715K <0.01% +31 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC 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: 17,005 shares; 2026Q2: 16,443 shares 16,443 $713K <0.01% -562 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,704 shares; 2025Q1: 2,205 shares; 2025Q2: 4,925 shares; 2025Q3: 5,054 shares; 2025Q4: 3,524 shares; 2026Q1: 3,744 shares; 2026Q2: 3,771 shares 3,771 $709K <0.01% +27 Timeline AVRE 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: 12,628 shares; 2024Q4: 13,045 shares; 2025Q1: 13,127 shares; 2025Q2: 16,116 shares; 2025Q3: 16,087 shares; 2025Q4: 14,497 shares; 2026Q1: 14,497 shares; 2026Q2: 14,543 shares 14,543 $689K <0.01% +46 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,297 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 3,391 shares 3,391 $678K <0.01% +8 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; 2024Q3: not reported; 2024Q4: 737 shares; 2025Q1: 772 shares; 2025Q2: 1,874 shares; 2025Q3: 2,047 shares; 2025Q4: 2,210 shares; 2026Q1: 1,885 shares; 2026Q2: 1,998 shares 1,998 $676K <0.01% +113 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,343 shares; 2025Q4: 1,330 shares; 2026Q1: 1,340 shares; 2026Q2: 1,692 shares 1,692 $671K <0.01% +352 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 4,164 shares; 2025Q1: 4,115 shares; 2025Q2: 3,698 shares; 2025Q3: 4,070 shares; 2025Q4: 4,110 shares; 2026Q1: 4,267 shares; 2026Q2: 6,928 shares 6,928 $668K <0.01% +2,661 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,144 shares; 2024Q4: 9,745 shares; 2025Q1: 9,664 shares; 2025Q2: 7,329 shares; 2025Q3: 7,247 shares; 2025Q4: 7,247 shares; 2026Q1: 7,596 shares; 2026Q2: 7,506 shares 7,506 $668K <0.01% -90 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,488 shares; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: 2,218 shares; 2025Q4: 2,145 shares; 2026Q1: 1,840 shares; 2026Q2: 1,826 shares 1,826 $668K <0.01% -14 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,629 shares; 2025Q1: 4,126 shares; 2025Q2: 4,314 shares; 2025Q3: 4,487 shares; 2025Q4: 4,807 shares; 2026Q1: 4,662 shares; 2026Q2: 4,773 shares 4,773 $668K <0.01% +111 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 22,649 shares; 2025Q3: 22,668 shares; 2025Q4: 22,668 shares; 2026Q1: 23,195 shares; 2026Q2: 19,003 shares 19,003 $666K <0.01% -4,192 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,634 shares; 2024Q4: 2,909 shares; 2025Q1: 5,788 shares; 2025Q2: 4,535 shares; 2025Q3: 3,429 shares; 2025Q4: 3,483 shares; 2026Q1: 2,549 shares; 2026Q2: 3,697 shares 3,697 $662K <0.01% +1,148 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: 819 shares; 2024Q4: 1,943 shares; 2025Q1: 1,183 shares; 2025Q2: 1,798 shares; 2025Q3: 2,111 shares; 2025Q4: 2,419 shares; 2026Q1: 2,098 shares; 2026Q2: 2,432 shares 2,432 $657K <0.01% +334 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,732 shares; 2025Q3: 3,599 shares; 2025Q4: 3,579 shares; 2026Q1: 3,589 shares; 2026Q2: 3,565 shares 3,565 $656K <0.01% -24 Timeline GLW CORNING INC More: the full row for CORNING 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: 2,505 shares; 2026Q1: 2,219 shares; 2026Q2: 2,559 shares 2,559 $654K <0.01% +340 Timeline DDWM 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: 12,031 shares; 2025Q3: 12,046 shares; 2025Q4: 13,658 shares; 2026Q1: 15,239 shares; 2026Q2: 13,897 shares 13,897 $642K <0.01% -1,342 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,127 shares; 2024Q4: 4,090 shares; 2025Q1: 4,115 shares; 2025Q2: 4,142 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 3,929 shares; 2026Q2: 7,108 shares 7,108 $629K <0.01% +3,179 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: 1,530 shares; 2024Q4: 4,146 shares; 2025Q1: 4,001 shares; 2025Q2: 4,120 shares; 2025Q3: 3,821 shares; 2025Q4: 3,376 shares; 2026Q1: 3,220 shares; 2026Q2: 2,848 shares 2,848 $628K <0.01% -372 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,945 shares; 2024Q4: 57,354 shares; 2025Q1: 52,344 shares; 2025Q2: 45,454 shares; 2025Q3: 53,446 shares; 2025Q4: 31,770 shares; 2026Q1: 44,877 shares; 2026Q2: 44,943 shares 44,943 $625K <0.01% +66 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,405 shares; 2024Q4: 16,801 shares; 2025Q1: 23,546 shares; 2025Q2: 24,206 shares; 2025Q3: 24,220 shares; 2025Q4: 25,967 shares; 2026Q1: 26,658 shares; 2026Q2: 27,226 shares 27,226 $618K <0.01% +568 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532 shares; 2024Q4: 2,559 shares; 2025Q1: 2,518 shares; 2025Q2: 2,657 shares; 2025Q3: 2,682 shares; 2025Q4: 2,887 shares; 2026Q1: 2,920 shares; 2026Q2: 3,011 shares 3,011 $617K <0.01% +91 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: 1,905 shares; 2024Q4: 5,256 shares; 2025Q1: 4,848 shares; 2025Q2: 5,267 shares; 2025Q3: 5,051 shares; 2025Q4: 5,200 shares; 2026Q1: 4,301 shares; 2026Q2: 3,934 shares 3,934 $616K <0.01% -367 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,964 shares; 2025Q3: 14,852 shares; 2025Q4: 15,615 shares; 2026Q1: 15,661 shares; 2026Q2: 15,584 shares 15,584 $608K <0.01% -77 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,085 shares; 2025Q2: 12,093 shares; 2025Q3: 12,489 shares; 2025Q4: 11,275 shares; 2026Q1: 11,264 shares; 2026Q2: 12,193 shares 12,193 $604K <0.01% +929 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,945 shares; 2025Q1: 2,527 shares; 2025Q2: 5,229 shares; 2025Q3: 4,320 shares; 2025Q4: 3,971 shares; 2026Q1: 3,863 shares; 2026Q2: 3,986 shares 3,986 $604K <0.01% +123 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,308 shares; 2025Q1: 8,573 shares; 2025Q2: 9,111 shares; 2025Q3: 9,022 shares; 2025Q4: 9,680 shares; 2026Q1: 6,350 shares; 2026Q2: 6,267 shares 6,267 $603K <0.01% -83 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: not reported; 2024Q4: 3,634 shares; 2025Q1: 2,579 shares; 2025Q2: 5,193 shares; 2025Q3: 3,549 shares; 2025Q4: 3,950 shares; 2026Q1: 3,679 shares; 2026Q2: 4,440 shares 4,440 $601K <0.01% +761 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,390 shares; 2025Q1: 4,336 shares; 2025Q2: 6,465 shares; 2025Q3: 6,461 shares; 2025Q4: 6,280 shares; 2026Q1: 6,414 shares; 2026Q2: 6,547 shares 6,547 $600K <0.01% +133 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,248 shares; 2025Q1: 4,174 shares; 2025Q2: 4,206 shares; 2025Q3: 4,215 shares; 2025Q4: 4,370 shares; 2026Q1: 4,359 shares; 2026Q2: 4,499 shares 4,499 $592K <0.01% +140 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,534 shares; 2025Q3: 7,925 shares; 2025Q4: 7,938 shares; 2026Q1: 6,223 shares; 2026Q2: 6,404 shares 6,404 $588K <0.01% +181 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 2,282 shares 2,282 $581K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 6,377 shares; 2025Q1: 3,889 shares; 2025Q2: 3,652 shares; 2025Q3: 4,946 shares; 2025Q4: 5,288 shares; 2026Q1: 3,632 shares; 2026Q2: 3,523 shares 3,523 $570K <0.01% -109 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,294 shares; 2025Q1: 24,536 shares; 2025Q2: 20,931 shares; 2025Q3: 10,026 shares; 2025Q4: 34,969 shares; 2026Q1: 14,658 shares; 2026Q2: 8,731 shares 8,731 $568K <0.01% -5,927 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,250 shares; 2024Q4: 4,262 shares; 2025Q1: 4,262 shares; 2025Q2: 4,274 shares; 2025Q3: 4,297 shares; 2025Q4: 8,614 shares; 2026Q1: 8,640 shares; 2026Q2: 8,663 shares 8,663 $568K <0.01% +23 Timeline ILCV 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: 7,842 shares; 2025Q3: 6,934 shares; 2025Q4: 6,819 shares; 2026Q1: 6,227 shares; 2026Q2: 5,554 shares 5,554 $562K <0.01% -673 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,845 shares; 2024Q4: 18,188 shares; 2025Q1: 17,764 shares; 2025Q2: 17,363 shares; 2025Q3: 17,315 shares; 2025Q4: 17,398 shares; 2026Q1: 17,268 shares; 2026Q2: 16,182 shares 16,182 $560K <0.01% -1,086 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 19,918 shares; 2025Q1: 12,609 shares; 2025Q2: 17,741 shares; 2025Q3: 19,139 shares; 2025Q4: 14,722 shares; 2026Q1: 17,576 shares; 2026Q2: 17,349 shares 17,349 $540K <0.01% -227 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,988 shares; 2024Q4: 19,933 shares; 2025Q1: 14,446 shares; 2025Q2: 14,781 shares; 2025Q3: 20,139 shares; 2025Q4: 18,862 shares; 2026Q1: 16,260 shares; 2026Q2: 10,056 shares 10,056 $529K <0.01% -6,204 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,016 shares; 2025Q1: 8,526 shares; 2025Q2: 8,055 shares; 2025Q3: 8,070 shares; 2025Q4: 8,018 shares; 2026Q1: 8,349 shares; 2026Q2: 8,508 shares 8,508 $529K <0.01% +159 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,617 shares; 2025Q1: 1,571 shares; 2025Q2: 1,613 shares; 2025Q3: 1,724 shares; 2025Q4: 1,554 shares; 2026Q1: 1,512 shares; 2026Q2: 1,493 shares 1,493 $529K <0.01% -19 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: not reported; 2026Q2: 9,130 shares 9,130 $526K <0.01% new Timeline RSPT 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; 2024Q3: 13,299 shares; 2024Q4: 13,107 shares; 2025Q1: 14,228 shares; 2025Q2: 12,531 shares; 2025Q3: 11,201 shares; 2025Q4: 10,997 shares; 2026Q1: 11,124 shares; 2026Q2: 8,056 shares 8,056 $520K <0.01% -3,068 Timeline ISCG 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: 9,897 shares; 2025Q3: 9,326 shares; 2025Q4: 8,205 shares; 2026Q1: 7,959 shares; 2026Q2: 7,926 shares 7,926 $519K <0.01% -33 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 3,372 shares; 2025Q4: 3,090 shares; 2026Q1: 1,945 shares; 2026Q2: 4,487 shares 4,487 $512K <0.01% +2,542 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,903 shares; 2024Q4: 36,807 shares; 2025Q1: 39,565 shares; 2025Q2: 34,802 shares; 2025Q3: 32,483 shares; 2025Q4: 30,913 shares; 2026Q1: 27,030 shares; 2026Q2: 20,850 shares 20,850 $512K <0.01% -6,180 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,667 shares; 2025Q1: 3,368 shares; 2025Q2: 3,451 shares; 2025Q3: 3,527 shares; 2025Q4: 3,372 shares; 2026Q1: 3,192 shares; 2026Q2: 3,186 shares 3,186 $509K <0.01% -6 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 9,826 shares; 2025Q4: 16,016 shares; 2026Q1: 16,170 shares; 2026Q2: 11,265 shares 11,265 $506K <0.01% -4,905 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 424 shares; 2025Q4: 431 shares; 2026Q1: 437 shares; 2026Q2: 255 shares 255 $505K <0.01% -182 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 10,115 shares; 2025Q3: 10,374 shares; 2025Q4: 10,533 shares; 2026Q1: 8,316 shares; 2026Q2: 9,056 shares 9,056 $500K <0.01% +740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,449 shares; 2025Q3: 2,928 shares; 2025Q4: 2,728 shares; 2026Q1: 2,513 shares; 2026Q2: 6,352 shares 6,352 $497K <0.01% +3,839 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 3,047 shares; 2025Q2: 2,941 shares; 2025Q3: 2,977 shares; 2025Q4: 3,061 shares; 2026Q1: 2,777 shares; 2026Q2: 2,814 shares 2,814 $496K <0.01% +37 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 11,936 shares 11,936 $493K <0.01% new Timeline IXUS 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: 6,097 shares; 2025Q3: 5,949 shares; 2025Q4: 5,668 shares; 2026Q1: 5,322 shares; 2026Q2: 5,144 shares 5,144 $491K <0.01% -178 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES 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: 22,014 shares; 2026Q1: 22,014 shares; 2026Q2: 22,014 shares 22,014 $490K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,372 shares; 2025Q2: 3,624 shares; 2025Q3: 3,635 shares; 2025Q4: 7,171 shares; 2026Q1: 6,860 shares; 2026Q2: 10,760 shares 10,760 $488K <0.01% +3,900 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817 shares; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 810 shares; 2025Q4: not reported; 2026Q1: 756 shares; 2026Q2: 739 shares 739 $485K <0.01% -17 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 892 shares 892 $483K <0.01% new 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: 6,125 shares; 2024Q4: 65,710 shares; 2025Q1: 20,235 shares; 2025Q2: 8,605 shares; 2025Q3: 6,724 shares; 2025Q4: 25,209 shares; 2026Q1: 14,489 shares; 2026Q2: 5,882 shares 5,882 $483K <0.01% -8,607 Timeline RLI RLI CORP More: the full row for RLI 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: 8,117 shares 8,117 $479K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares; 2026Q2: 241 shares 241 $479K <0.01% +51 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; 2024Q3: 13,204 shares; 2024Q4: 24,113 shares; 2025Q1: 24,137 shares; 2025Q2: 23,593 shares; 2025Q3: 23,453 shares; 2025Q4: 22,988 shares; 2026Q1: 19,402 shares; 2026Q2: 19,494 shares 19,494 $471K <0.01% +92 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD 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: 1,484 shares 1,484 $470K <0.01% new Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,462 shares; 2024Q4: 15,687 shares; 2025Q1: 15,681 shares; 2025Q2: 16,188 shares; 2025Q3: 16,202 shares; 2025Q4: 22,358 shares; 2026Q1: 18,976 shares; 2026Q2: 19,425 shares 19,425 $469K <0.01% +449 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,088 shares; 2024Q4: 3,683 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,508 shares; 2025Q4: 3,656 shares; 2026Q1: 3,540 shares; 2026Q2: 3,514 shares 3,514 $466K <0.01% -26 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: not reported; 2024Q4: 2,401 shares; 2025Q1: 1,983 shares; 2025Q2: 2,789 shares; 2025Q3: 3,147 shares; 2025Q4: 3,321 shares; 2026Q1: 3,608 shares; 2026Q2: 3,619 shares 3,619 $457K <0.01% +11 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 2,513 shares; 2025Q3: 2,835 shares; 2025Q4: 2,736 shares; 2026Q1: 2,784 shares; 2026Q2: 3,309 shares 3,309 $453K <0.01% +525 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 708 shares 708 $452K <0.01% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,177 shares; 2024Q4: 11,808 shares; 2025Q1: 8,854 shares; 2025Q2: 8,972 shares; 2025Q3: 8,953 shares; 2025Q4: 8,225 shares; 2026Q1: 9,126 shares; 2026Q2: 7,729 shares 7,729 $451K <0.01% -1,397 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,600 shares; 2024Q4: 46,600 shares; 2025Q1: 42,388 shares; 2025Q2: 42,388 shares; 2025Q3: 42,388 shares; 2025Q4: 42,388 shares; 2026Q1: 42,688 shares; 2026Q2: 41,653 shares 41,653 $449K <0.01% -1,035 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 10,570 shares; 2026Q2: 8,398 shares 8,398 $449K <0.01% -2,172 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,186 shares; 2025Q3: 2,421 shares; 2025Q4: 2,074 shares; 2026Q1: 1,984 shares; 2026Q2: 2,040 shares 2,040 $446K <0.01% +56 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 976 shares; 2025Q1: 876 shares; 2025Q2: 874 shares; 2025Q3: 872 shares; 2025Q4: 866 shares; 2026Q1: 883 shares; 2026Q2: 892 shares 892 $442K <0.01% +9 Timeline FNDA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,237 shares; 2026Q2: 11,554 shares 11,554 $440K <0.01% +4,317 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,356 shares; 2025Q3: 1,826 shares; 2025Q4: 1,589 shares; 2026Q1: 1,399 shares; 2026Q2: 1,401 shares 1,401 $439K <0.01% +2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 2,018 shares; 2025Q4: 1,903 shares; 2026Q1: 1,897 shares; 2026Q2: 1,925 shares 1,925 $434K <0.01% +28 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,649 shares; 2025Q1: 2,146 shares; 2025Q2: 5,506 shares; 2025Q3: 5,223 shares; 2025Q4: 4,899 shares; 2026Q1: 3,214 shares; 2026Q2: 3,151 shares 3,151 $433K <0.01% -63 Timeline IYF 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: 2,329 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,361 shares; 2026Q2: 3,363 shares 3,363 $429K <0.01% +2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995 $428K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,812 shares; 2025Q4: 3,841 shares; 2026Q1: 4,068 shares; 2026Q2: 2,568 shares 2,568 $425K <0.01% -1,500 Timeline AQST AQUESTIVE THERAPEUTICS INC More: the full row for AQUESTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,686 shares; 2025Q3: 95,753 shares; 2025Q4: 97,483 shares; 2026Q1: 97,483 shares; 2026Q2: 101,793 shares 101,793 $423K <0.01% +4,310 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,332 shares; 2025Q2: 3,390 shares; 2025Q3: 3,490 shares; 2025Q4: 3,866 shares; 2026Q1: 3,389 shares; 2026Q2: 5,849 shares 5,849 $423K <0.01% +2,460 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 3,031 shares; 2025Q1: 3,159 shares; 2025Q2: 2,263 shares; 2025Q3: 2,259 shares; 2025Q4: 2,399 shares; 2026Q1: 1,275 shares; 2026Q2: 1,280 shares 1,280 $423K <0.01% +5 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares; 2025Q3: 10,132 shares; 2025Q4: 5,526 shares; 2026Q1: 6,069 shares; 2026Q2: 5,861 shares 5,861 $422K <0.01% -208 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP 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: 5,623 shares 5,623 $419K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: 4,073 shares; 2025Q4: 4,618 shares; 2026Q1: 3,600 shares; 2026Q2: 5,795 shares 5,795 $418K <0.01% +2,195 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,491 shares; 2025Q4: 1,423 shares; 2026Q1: 1,377 shares; 2026Q2: 1,542 shares 1,542 $417K <0.01% +165 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 183 shares 183 $416K <0.01% new Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,205 shares; 2025Q2: 10,370 shares; 2025Q3: 10,644 shares; 2025Q4: 10,644 shares; 2026Q1: 10,589 shares; 2026Q2: 10,454 shares 10,454 $413K <0.01% -135 Timeline PKW 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; 2024Q3: not reported; 2024Q4: 2,642 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares; 2026Q2: 2,908 shares 2,908 $412K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,483 shares; 2025Q1: 11,804 shares; 2025Q2: 15,569 shares; 2025Q3: 20,154 shares; 2025Q4: 16,205 shares; 2026Q1: 19,727 shares; 2026Q2: 16,987 shares 16,987 $409K <0.01% -2,740 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV 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: 4,767 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,863 shares 8,863 $408K <0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 13,915 shares 13,915 $408K <0.01% 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; 2024Q3: not reported; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: 3,803 shares; 2026Q1: 3,803 shares; 2026Q2: 3,923 shares 3,923 $408K <0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,285 shares; 2026Q2: 5,110 shares 5,110 $406K <0.01% +2,825 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 7,812 shares 7,812 $402K <0.01% -38 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,602 shares; 2024Q4: 12,286 shares; 2025Q1: 14,014 shares; 2025Q2: 13,497 shares; 2025Q3: 15,529 shares; 2025Q4: 14,879 shares; 2026Q1: 14,845 shares; 2026Q2: 15,431 shares 15,431 $394K <0.01% +586 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,802 shares; 2025Q1: 7,862 shares; 2025Q2: 8,063 shares; 2025Q3: 8,456 shares; 2025Q4: 8,388 shares; 2026Q1: 8,385 shares; 2026Q2: 9,513 shares 9,513 $391K <0.01% +1,128 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,059 shares; 2025Q4: 5,049 shares; 2026Q1: 5,188 shares; 2026Q2: 5,465 shares 5,465 $390K <0.01% +277 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,752 shares 9,752 $387K <0.01% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS 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: 3,674 shares; 2025Q4: not reported; 2026Q1: 3,758 shares; 2026Q2: 3,804 shares 3,804 $383K <0.01% +46 Timeline EWJ 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: 4,053 shares; 2025Q3: 4,115 shares; 2025Q4: 4,483 shares; 2026Q1: 4,236 shares; 2026Q2: 4,077 shares 4,077 $380K <0.01% -159 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,396 shares; 2024Q4: 8,993 shares; 2025Q1: 8,792 shares; 2025Q2: 4,396 shares; 2025Q3: 4,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,396 shares 4,396 $375K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,101 shares; 2026Q2: 1,114 shares 1,114 $373K <0.01% +13 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,101 shares; 2025Q1: 8,896 shares; 2025Q2: 7,156 shares; 2025Q3: 7,610 shares; 2025Q4: 24,430 shares; 2026Q1: 6,134 shares; 2026Q2: 6,171 shares 6,171 $373K <0.01% +37 Timeline FPX 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: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,803 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $370K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 2,258 shares; 2026Q1: 2,312 shares; 2026Q2: 2,205 shares 2,205 $370K <0.01% -107 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 601 shares; 2025Q4: 683 shares; 2026Q1: 671 shares; 2026Q2: 785 shares 785 $364K <0.01% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 8,518 shares; 2026Q1: 7,939 shares; 2026Q2: 7,781 shares 7,781 $363K <0.01% -158 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,780 shares; 2026Q1: 4,780 shares; 2026Q2: 4,403 shares 4,403 $362K <0.01% -377 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,565 shares; 2024Q4: 57,242 shares; 2025Q1: 55,837 shares; 2025Q2: 59,060 shares; 2025Q3: 58,421 shares; 2025Q4: 62,912 shares; 2026Q1: 66,977 shares; 2026Q2: 7,735 shares 7,735 $357K <0.01% -59,242 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 2,307 shares; 2025Q4: 2,290 shares; 2026Q1: 1,984 shares; 2026Q2: 2,108 shares 2,108 $356K <0.01% +124 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 992 shares; 2026Q1: not reported; 2026Q2: 1,236 shares 1,236 $353K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 2,150 shares; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,257 shares; 2025Q4: 1,300 shares; 2026Q1: 1,367 shares; 2026Q2: 1,378 shares 1,378 $352K <0.01% +11 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: 2,106 shares; 2024Q4: 2,998 shares; 2025Q1: 2,787 shares; 2025Q2: 2,757 shares; 2025Q3: 2,455 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,148 shares 2,148 $351K <0.01% -298 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 1,176 shares 1,176 $350K <0.01% new 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: not reported; 2024Q4: 8,598 shares; 2025Q1: 8,526 shares; 2025Q2: 8,602 shares; 2025Q3: 8,663 shares; 2025Q4: 12,474 shares; 2026Q1: 9,616 shares; 2026Q2: 11,464 shares 11,464 $350K <0.01% +1,848 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 6,031 shares; 2025Q1: 6,042 shares; 2025Q2: 2,759 shares; 2025Q3: 2,893 shares; 2025Q4: 2,912 shares; 2026Q1: 2,789 shares; 2026Q2: 2,900 shares 2,900 $348K <0.01% +111 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; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 2,407 shares; 2025Q2: 3,314 shares; 2025Q3: 3,509 shares; 2025Q4: 3,173 shares; 2026Q1: 3,214 shares; 2026Q2: 3,240 shares 3,240 $348K <0.01% +26 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 897 shares; 2025Q4: 914 shares; 2026Q1: 958 shares; 2026Q2: 939 shares 939 $348K <0.01% -19 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,001 shares 2,001 $347K <0.01% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,491 shares; 2025Q1: 4,542 shares; 2025Q2: 4,703 shares; 2025Q3: 4,973 shares; 2025Q4: 5,538 shares; 2026Q1: 4,767 shares; 2026Q2: 4,732 shares 4,732 $347K <0.01% -35 Timeline IBMR 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: 14,048 shares; 2025Q4: 15,059 shares; 2026Q1: 13,713 shares; 2026Q2: 13,491 shares 13,491 $343K <0.01% -222 Timeline IBMS 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: 10,712 shares; 2025Q4: 14,936 shares; 2026Q1: 13,523 shares; 2026Q2: 13,215 shares 13,215 $342K <0.01% -308 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,850 shares; 2024Q4: 28,833 shares; 2025Q1: 28,833 shares; 2025Q2: 32,278 shares; 2025Q3: 28,833 shares; 2025Q4: 28,833 shares; 2026Q1: 28,833 shares; 2026Q2: 28,833 shares 28,833 $338K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,695 shares 6,695 $337K <0.01% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS 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: 6,731 shares 6,731 $336K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,073 shares; 2024Q4: 16,174 shares; 2025Q1: 16,146 shares; 2025Q2: 8,285 shares; 2025Q3: 8,073 shares; 2025Q4: 8,073 shares; 2026Q1: 8,077 shares; 2026Q2: 7,116 shares 7,116 $336K <0.01% -961 Timeline IYC 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: 3,331 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares; 2026Q1: 3,339 shares; 2026Q2: 3,288 shares 3,288 $332K <0.01% -51 Timeline SHEL SHELL PLC More: the full row for SHELL PLC 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: 2,157 shares; 2026Q2: 4,250 shares 4,250 $330K <0.01% +2,093 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,115 shares; 2025Q1: 2,443 shares; 2025Q2: 4,142 shares; 2025Q3: 4,292 shares; 2025Q4: 2,964 shares; 2026Q1: 2,969 shares; 2026Q2: 2,800 shares 2,800 $329K <0.01% -169 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: 13,041 shares; 2024Q4: 13,151 shares; 2025Q1: 13,161 shares; 2025Q2: 13,291 shares; 2025Q3: 43,688 shares; 2025Q4: 12,617 shares; 2026Q1: 12,813 shares; 2026Q2: 12,813 shares 12,813 $319K <0.01% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 7,107 shares; 2025Q1: 6,987 shares; 2025Q2: 7,016 shares; 2025Q3: 7,016 shares; 2025Q4: 6,490 shares; 2026Q1: 6,584 shares; 2026Q2: 6,776 shares 6,776 $318K <0.01% +192 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,022 shares; 2024Q4: 9,087 shares; 2025Q1: 8,018 shares; 2025Q2: 7,216 shares; 2025Q3: 7,517 shares; 2025Q4: 7,610 shares; 2026Q1: 6,058 shares; 2026Q2: 5,432 shares 5,432 $316K <0.01% -626 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 628 shares; 2025Q4: 653 shares; 2026Q1: 621 shares; 2026Q2: 631 shares 631 $313K <0.01% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,214 shares; 2025Q3: 2,240 shares; 2025Q4: 2,427 shares; 2026Q1: 2,238 shares; 2026Q2: 2,254 shares 2,254 $305K <0.01% +16 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: 2,461 shares; 2024Q4: 3,142 shares; 2025Q1: 1,681 shares; 2025Q2: 2,701 shares; 2025Q3: 2,672 shares; 2025Q4: 1,859 shares; 2026Q1: 1,863 shares; 2026Q2: 1,856 shares 1,856 $304K <0.01% -7 Timeline SPLV 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: not reported; 2024Q4: 4,385 shares; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,816 shares; 2025Q4: 4,142 shares; 2026Q1: 3,983 shares; 2026Q2: 4,034 shares 4,034 $302K <0.01% +51 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 583 shares; 2025Q4: 407 shares; 2026Q1: 316 shares; 2026Q2: 307 shares 307 $300K <0.01% -9 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,551 shares; 2024Q4: 8,111 shares; 2025Q1: 7,536 shares; 2025Q2: 7,718 shares; 2025Q3: 7,718 shares; 2025Q4: 7,115 shares; 2026Q1: 7,135 shares; 2026Q2: 7,592 shares 7,592 $300K <0.01% +457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,814 shares; 2026Q2: 4,394 shares 4,394 $299K <0.01% +580 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 4,264 shares; 2026Q1: 4,381 shares; 2026Q2: 4,965 shares 4,965 $298K <0.01% +584 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. 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: 9,154 shares; 2025Q4: 12,722 shares; 2026Q1: 12,979 shares; 2026Q2: 9,436 shares 9,436 $296K <0.01% -3,543 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137,701 shares; 2025Q1: 15,387 shares; 2025Q2: 5,293 shares; 2025Q3: 6,108 shares; 2025Q4: 14,373 shares; 2026Q1: 5,914 shares; 2026Q2: 3,846 shares 3,846 $295K <0.01% -2,068 Timeline XBI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,789 shares; 2026Q2: 1,864 shares 1,864 $295K <0.01% +75 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,987 shares; 2025Q3: 4,314 shares; 2025Q4: 4,362 shares; 2026Q1: 4,405 shares; 2026Q2: 4,416 shares 4,416 $293K <0.01% +11 Timeline