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; 2024Q4: 175,442 shares; 2025Q1: 182,190 shares; 2025Q2: 181,589 shares; 2025Q3: 185,977 shares; 2025Q4: 195,827 shares; 2026Q1: 209,671 shares; 2026Q2: 222,143 shares; 2026Q3: 226,624 shares 226,624 $17.7M 6.58% +4,481 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 576,553 shares; 2025Q1: 602,193 shares; 2025Q2: 522,165 shares; 2025Q3: 530,224 shares; 2025Q4: 574,766 shares; 2026Q1: 603,150 shares; 2026Q2: 639,399 shares; 2026Q3: 649,460 shares 649,460 $16.5M 6.11% +10,061 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; 2024Q4: 34,277 shares; 2025Q1: 35,408 shares; 2025Q2: 39,614 shares; 2025Q3: 41,553 shares; 2025Q4: 45,104 shares; 2026Q1: 48,386 shares; 2026Q2: 199,782 shares; 2026Q3: 208,041 shares 208,041 $16.3M 6.05% +8,259 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188,273 shares; 2025Q1: 201,229 shares; 2025Q2: 204,582 shares; 2025Q3: 209,323 shares; 2025Q4: 215,201 shares; 2026Q1: 244,082 shares; 2026Q2: 262,598 shares; 2026Q3: 283,765 shares 283,765 $16M 5.91% +21,167 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; 2024Q4: 163,917 shares; 2025Q1: 151,242 shares; 2025Q2: 159,189 shares; 2025Q3: 163,034 shares; 2025Q4: 166,274 shares; 2026Q1: 172,073 shares; 2026Q2: 171,527 shares; 2026Q3: 173,612 shares 173,612 $15.6M 5.78% +2,085 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490,879 shares; 2025Q1: 520,285 shares; 2025Q2: 541,068 shares; 2025Q3: 559,137 shares; 2025Q4: 550,382 shares; 2026Q1: 646,986 shares; 2026Q2: 681,170 shares; 2026Q3: 658,458 shares 658,458 $14.9M 5.51% -22,712 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; 2024Q4: 95,645 shares; 2025Q1: 97,121 shares; 2025Q2: 101,368 shares; 2025Q3: 105,663 shares; 2025Q4: 112,427 shares; 2026Q1: 117,045 shares; 2026Q2: 118,369 shares; 2026Q3: 121,470 shares 121,470 $14.3M 5.3% +3,101 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; 2024Q4: 108,143 shares; 2025Q1: 110,789 shares; 2025Q2: 123,404 shares; 2025Q3: 129,526 shares; 2025Q4: 139,046 shares; 2026Q1: 146,162 shares; 2026Q2: 149,691 shares; 2026Q3: 155,074 shares 155,074 $14M 5.2% +5,383 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; 2024Q4: 161,908 shares; 2025Q1: 163,443 shares; 2025Q2: 185,442 shares; 2025Q3: 196,937 shares; 2025Q4: 198,618 shares; 2026Q1: 206,016 shares; 2026Q2: 210,600 shares; 2026Q3: 217,167 shares 217,167 $12.1M 4.5% +6,567 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; 2024Q4: 19,892 shares; 2025Q1: 21,568 shares; 2025Q2: 32,131 shares; 2025Q3: 33,008 shares; 2025Q4: 36,256 shares; 2026Q1: 38,056 shares; 2026Q2: 38,495 shares; 2026Q3: 39,531 shares 39,531 $11.2M 4.17% +1,036 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; 2024Q4: not reported; 2025Q1: 4,844 shares; 2025Q2: 70,472 shares; 2025Q3: 81,648 shares; 2025Q4: 88,739 shares; 2026Q1: 91,752 shares; 2026Q2: 93,881 shares; 2026Q3: 98,805 shares 98,805 $10.8M 4.01% +4,924 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,247 shares; 2025Q1: 16,371 shares; 2025Q2: 138,151 shares; 2025Q3: 151,146 shares; 2025Q4: 193,076 shares; 2026Q1: 211,128 shares; 2026Q2: 224,615 shares; 2026Q3: 211,785 shares 211,785 $9.51M 3.52% -12,830 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; 2024Q4: 19,797 shares; 2025Q1: 20,546 shares; 2025Q2: 20,285 shares; 2025Q3: 21,264 shares; 2025Q4: 25,427 shares; 2026Q1: 28,698 shares; 2026Q2: 29,805 shares; 2026Q3: 30,614 shares 30,614 $9.33M 3.46% +809 Timeline BUFR 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; 2024Q4: 231,434 shares; 2025Q1: 233,584 shares; 2025Q2: 233,856 shares; 2025Q3: 244,146 shares; 2025Q4: 234,930 shares; 2026Q1: 238,861 shares; 2026Q2: 239,321 shares; 2026Q3: 238,479 shares 238,479 $8.94M 3.31% -842 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; 2024Q4: 89,366 shares; 2025Q1: 89,912 shares; 2025Q2: 93,632 shares; 2025Q3: 96,829 shares; 2025Q4: 93,254 shares; 2026Q1: 93,291 shares; 2026Q2: 92,288 shares; 2026Q3: 94,232 shares 94,232 $8.86M 3.28% +1,944 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; 2024Q4: 76,266 shares; 2025Q1: 76,932 shares; 2025Q2: 79,555 shares; 2025Q3: 66,015 shares; 2025Q4: 69,736 shares; 2026Q1: 75,841 shares; 2026Q2: 80,451 shares; 2026Q3: 85,576 shares 85,576 $7.67M 2.84% +5,125 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,440 shares; 2025Q3: 7,890 shares; 2025Q4: 9,018 shares; 2026Q1: not reported; 2026Q2: 18,946 shares; 2026Q3: 59,826 shares 59,826 $6.02M 2.23% +40,880 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,744 shares; 2025Q3: 55,416 shares; 2025Q4: 67,489 shares; 2026Q1: 74,787 shares; 2026Q2: 79,071 shares; 2026Q3: 81,175 shares 81,175 $5.99M 2.22% +2,104 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,883 shares; 2025Q1: 6,773 shares; 2025Q2: 6,358 shares; 2025Q3: 6,228 shares; 2025Q4: 6,131 shares; 2026Q1: 7,710 shares; 2026Q2: 7,693 shares; 2026Q3: 12,532 shares 12,532 $4.27M 1.58% +4,839 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,649 shares; 2025Q1: 18,451 shares; 2025Q2: 17,998 shares; 2025Q3: 17,549 shares; 2025Q4: 16,401 shares; 2026Q1: 16,403 shares; 2026Q2: 13,030 shares; 2026Q3: 13,040 shares 13,040 $3.57M 1.32% +10 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; 2024Q4: 21,966 shares; 2025Q1: 38,670 shares; 2025Q2: 57,344 shares; 2025Q3: 63,634 shares; 2025Q4: 86,675 shares; 2026Q1: 96,394 shares; 2026Q2: 106,237 shares; 2026Q3: 115,432 shares 115,432 $3.38M 1.25% +9,195 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,069 shares; 2025Q1: 3,137 shares; 2025Q2: 3,552 shares; 2025Q3: 3,560 shares; 2025Q4: 3,612 shares; 2026Q1: 6,827 shares; 2026Q2: 6,625 shares; 2026Q3: 8,397 shares 8,397 $2.8M 1.04% +1,772 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; 2024Q4: 30,621 shares; 2025Q1: 27,710 shares; 2025Q2: 24,830 shares; 2025Q3: 24,685 shares; 2025Q4: 23,238 shares; 2026Q1: 22,228 shares; 2026Q2: 22,159 shares; 2026Q3: 21,939 shares 21,939 $2.7M 1% -220 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; 2024Q4: 4,708 shares; 2025Q1: 4,237 shares; 2025Q2: 3,598 shares; 2025Q3: 3,582 shares; 2025Q4: 3,489 shares; 2026Q1: 3,438 shares; 2026Q2: 3,414 shares; 2026Q3: 3,448 shares 3,448 $2.55M 0.95% +34 Timeline AIRR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,779 shares; 2026Q2: 17,673 shares; 2026Q3: 21,847 shares 21,847 $2.26M 0.84% +4,174 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,857 shares; 2025Q1: 4,824 shares; 2025Q2: 4,808 shares; 2025Q3: 4,815 shares; 2025Q4: 4,841 shares; 2026Q1: 6,287 shares; 2026Q2: 6,256 shares; 2026Q3: 6,274 shares 6,274 $2.16M 0.8% +18 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; 2024Q4: 419 shares; 2025Q1: 431 shares; 2025Q2: 1,118 shares; 2025Q3: 1,120 shares; 2025Q4: 2,222 shares; 2026Q1: 2,519 shares; 2026Q2: 2,445 shares; 2026Q3: 2,530 shares 2,530 $1.83M 0.68% +85 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; 2024Q4: 36,195 shares; 2025Q1: 31,998 shares; 2025Q2: 33,148 shares; 2025Q3: 32,852 shares; 2025Q4: 37,527 shares; 2026Q1: 45,274 shares; 2026Q2: 38,644 shares; 2026Q3: 35,988 shares 35,988 $1.7M 0.63% -2,656 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,118 shares; 2025Q1: 12,011 shares; 2025Q2: 11,527 shares; 2025Q3: 10,612 shares; 2025Q4: 10,616 shares; 2026Q1: 10,440 shares; 2026Q2: 10,441 shares; 2026Q3: 10,441 shares 10,441 $1.68M 0.62% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,326 shares; 2025Q1: 1,437 shares; 2025Q2: 1,333 shares; 2025Q3: 1,234 shares; 2025Q4: 1,237 shares; 2026Q1: 2,340 shares; 2026Q2: 2,348 shares; 2026Q3: 3,236 shares 3,236 $1.66M 0.62% +888 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; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,852 shares; 2025Q3: 1,872 shares; 2025Q4: 1,886 shares; 2026Q1: 1,819 shares; 2026Q2: 1,763 shares; 2026Q3: 1,968 shares 1,968 $1.38M 0.51% +205 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: not reported; 2026Q2: 3,271 shares; 2026Q3: 3,325 shares 3,325 $1.18M 0.44% +54 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,695 shares; 2025Q4: 23,147 shares; 2026Q1: 21,883 shares; 2026Q2: 19,709 shares; 2026Q3: 18,359 shares 18,359 $1.15M 0.43% -1,350 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; 2024Q4: 2,012 shares; 2025Q1: 2,020 shares; 2025Q2: 2,015 shares; 2025Q3: 2,017 shares; 2025Q4: 2,022 shares; 2026Q1: 2,573 shares; 2026Q2: 2,265 shares; 2026Q3: 2,257 shares 2,257 $1.12M 0.42% -8 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,365 shares; 2025Q1: 1,434 shares; 2025Q2: 1,398 shares; 2025Q3: 1,334 shares; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares; 2026Q3: 1,326 shares 1,326 $1.02M 0.38% 0 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; 2024Q4: 18,564 shares; 2025Q1: 16,278 shares; 2025Q2: 13,506 shares; 2025Q3: 13,631 shares; 2025Q4: 12,436 shares; 2026Q1: 11,873 shares; 2026Q2: 11,343 shares; 2026Q3: 10,830 shares 10,830 $976K 0.36% -513 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: not reported; 2025Q3: 1,686 shares; 2025Q4: 1,909 shares; 2026Q1: 2,151 shares; 2026Q2: 1,506 shares; 2026Q3: 3,995 shares 3,995 $912K 0.34% +2,489 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; 2024Q4: 888 shares; 2025Q1: 924 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,089 shares; 2026Q3: 1,077 shares 1,077 $821K 0.3% -12 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; 2024Q4: 1,849 shares; 2025Q1: 1,856 shares; 2025Q2: 1,613 shares; 2025Q3: 1,608 shares; 2025Q4: 1,603 shares; 2026Q1: 1,592 shares; 2026Q2: 1,592 shares; 2026Q3: 1,554 shares 1,554 $790K 0.29% -38 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; 2024Q4: 1,431 shares; 2025Q1: 1,417 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,391 shares; 2026Q2: 8,340 shares; 2026Q3: 8,340 shares 8,340 $752K 0.28% 0 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.28% 0 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,177 shares; 2026Q2: 16,739 shares; 2026Q3: 23,443 shares 23,443 $624K 0.23% +6,704 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,470 shares; 2025Q1: 8,583 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,508 shares; 2026Q1: 8,478 shares; 2026Q2: 8,432 shares; 2026Q3: 8,163 shares 8,163 $587K 0.22% -269 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; 2024Q4: 972 shares; 2025Q1: 874 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 833 shares; 2026Q2: 850 shares; 2026Q3: 1,542 shares 1,542 $577K 0.21% +692 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,005 shares; 2026Q3: 1,004 shares 1,004 $540K 0.2% -1 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 5,586 shares; 2025Q4: 5,561 shares; 2026Q1: 5,481 shares; 2026Q2: 5,481 shares; 2026Q3: 5,481 shares 5,481 $518K 0.19% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,331 shares; 2025Q1: 8,536 shares; 2025Q2: 10,977 shares; 2025Q3: 12,857 shares; 2025Q4: 13,807 shares; 2026Q1: 13,813 shares; 2026Q2: 11,932 shares; 2026Q3: 9,822 shares 9,822 $511K 0.19% -2,110 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; 2024Q4: 1,481 shares; 2025Q1: 1,454 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 1,439 shares; 2026Q2: 1,439 shares; 2026Q3: 1,425 shares 1,425 $501K 0.19% -14 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; 2024Q4: 2,149 shares; 2025Q1: 2,124 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,087 shares; 2026Q1: 2,066 shares; 2026Q2: 2,060 shares; 2026Q3: 2,060 shares 2,060 $476K 0.18% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,847 shares 1,847 $460K 0.17% new 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; 2024Q4: 12,641 shares; 2025Q1: 12,284 shares; 2025Q2: 7,199 shares; 2025Q3: 6,641 shares; 2025Q4: 5,517 shares; 2026Q1: 3,990 shares; 2026Q2: 1,796 shares; 2026Q3: 1,402 shares 1,402 $443K 0.16% -394 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,589 shares; 2026Q2: 3,594 shares; 2026Q3: 3,591 shares 3,591 $409K 0.15% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 213 shares 213 $386K 0.14% +45 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 635 shares; 2025Q4: 645 shares; 2026Q1: not reported; 2026Q2: 621 shares; 2026Q3: 1,148 shares 1,148 $380K 0.14% +527 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,170 shares; 2025Q4: 1,313 shares; 2026Q1: 1,519 shares; 2026Q2: 1,206 shares; 2026Q3: 1,323 shares 1,323 $339K 0.13% +117 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; 2024Q4: 2,432 shares; 2025Q1: 2,435 shares; 2025Q2: 2,243 shares; 2025Q3: 2,217 shares; 2025Q4: 2,170 shares; 2026Q1: 2,177 shares; 2026Q2: 1,508 shares; 2026Q3: 1,505 shares 1,505 $331K 0.12% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 477 shares 477 $322K 0.12% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,356 shares; 2026Q3: 3,042 shares 3,042 $308K 0.11% +686 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; 2024Q4: not reported; 2025Q1: 4,345 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,187 shares; 2026Q3: 6,338 shares 6,338 $300K 0.11% +1,151 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; 2024Q4: 2,655 shares; 2025Q1: 2,600 shares; 2025Q2: 2,695 shares; 2025Q3: 2,897 shares; 2025Q4: 3,079 shares; 2026Q1: 3,131 shares; 2026Q2: 2,622 shares; 2026Q3: 2,136 shares 2,136 $290K 0.11% -486 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,177 shares; 2025Q4: 999 shares; 2026Q1: 1,204 shares; 2026Q2: 1,006 shares; 2026Q3: 905 shares 905 $287K 0.11% -101 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 303 shares 303 $276K 0.1% +78 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,226 shares; 2026Q1: 6,156 shares; 2026Q2: 5,451 shares; 2026Q3: 5,048 shares 5,048 $273K 0.1% -403 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; 2024Q4: 1,852 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares; 2026Q3: 1,750 shares 1,750 $272K 0.1% -12 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares; 2026Q2: 1,618 shares; 2026Q3: 1,621 shares 1,621 $249K 0.09% +3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,947 shares; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares; 2026Q2: 4,947 shares; 2026Q3: 4,947 shares 4,947 $248K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 2,337 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,308 shares; 2026Q1: 2,218 shares; 2026Q2: 2,222 shares; 2026Q3: 2,221 shares 2,221 $248K 0.09% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,699 shares 1,699 $247K 0.09% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 971 shares; 2026Q3: 938 shares 938 $245K 0.09% -33 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares; 2026Q2: 2,072 shares; 2026Q3: 2,075 shares 2,075 $244K 0.09% +3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,237 shares; 2026Q1: 2,431 shares; 2026Q2: 2,156 shares; 2026Q3: 2,252 shares 2,252 $232K 0.09% +96 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 413 shares; 2025Q4: 361 shares; 2026Q1: 368 shares; 2026Q2: 368 shares; 2026Q3: 342 shares 342 $225K 0.08% -26 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,632 shares 2,632 $224K 0.08% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,098 shares 1,098 $222K 0.08% new 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; 2024Q4: 436,820 shares; 2025Q1: 427,219 shares; 2025Q2: 54,763 shares; 2025Q3: 38,544 shares; 2025Q4: 16,738 shares; 2026Q1: 12,787 shares; 2026Q2: 9,254 shares; 2026Q3: 9,117 shares 9,117 $216K 0.08% -137 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,535 shares; 2026Q3: 6,535 shares 6,535 $213K 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 505 shares 505 $213K 0.08% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 583 shares 583 $205K 0.08% new Timeline