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: 389,727 shares; 2024Q4: 359,871 shares; 2025Q1: 392,624 shares; 2025Q2: 442,147 shares; 2025Q3: 466,412 shares; 2025Q4: 484,113 shares; 2026Q1: 535,431 shares; 2026Q2: 542,614 shares 542,614 $47.7M 12.55% +7,183 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: 281,725 shares; 2024Q4: 884,707 shares; 2025Q1: 924,343 shares; 2025Q2: 908,983 shares; 2025Q3: 903,508 shares; 2025Q4: 909,673 shares; 2026Q1: 941,050 shares; 2026Q2: 965,398 shares 965,398 $30.6M 8.06% +24,348 Timeline DBEF 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: 294,082 shares; 2024Q4: 301,546 shares; 2025Q1: 325,707 shares; 2025Q2: 347,238 shares; 2025Q3: 365,381 shares; 2025Q4: 366,799 shares; 2026Q1: 396,701 shares; 2026Q2: 402,788 shares 402,788 $22M 5.79% +6,087 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: 18,896 shares; 2024Q4: 19,432 shares; 2025Q1: 21,599 shares; 2025Q2: 23,944 shares; 2025Q3: 24,864 shares; 2025Q4: 25,425 shares; 2026Q1: 27,889 shares; 2026Q2: 29,790 shares 29,790 $21.9M 5.77% +1,901 Timeline AVLC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206,355 shares 206,355 $18.6M 4.89% new 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: 62,362 shares; 2024Q4: 49,540 shares; 2025Q1: 49,514 shares; 2025Q2: 48,337 shares; 2025Q3: 48,789 shares; 2025Q4: 48,111 shares; 2026Q1: 45,626 shares; 2026Q2: 46,108 shares 46,108 $17.2M 4.53% +482 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: 193,952 shares; 2024Q4: 176,049 shares; 2025Q1: 201,976 shares; 2025Q2: 211,555 shares; 2025Q3: 222,810 shares; 2025Q4: 230,128 shares; 2026Q1: 251,186 shares; 2026Q2: 278,497 shares 278,497 $16.1M 4.23% +27,311 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: 73,396 shares; 2024Q4: 63,347 shares; 2025Q1: 65,121 shares; 2025Q2: 48,806 shares; 2025Q3: 48,277 shares; 2025Q4: 48,544 shares; 2026Q1: 49,313 shares; 2026Q2: 49,296 shares 49,296 $14.3M 3.75% -17 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: 44,064 shares; 2024Q4: 40,744 shares; 2025Q1: 36,342 shares; 2025Q2: 33,005 shares; 2025Q3: 31,971 shares; 2025Q4: 30,125 shares; 2026Q1: 27,656 shares; 2026Q2: 149,643 shares 149,643 $12.9M 3.39% +121,987 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 0 shares 0 $11M 2.89% new Amount filed as zero, left out of ratios. 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: 177,175 shares; 2024Q4: 151,762 shares; 2025Q1: 153,319 shares; 2025Q2: 154,460 shares; 2025Q3: 152,143 shares; 2025Q4: 151,969 shares; 2026Q1: 161,469 shares; 2026Q2: 161,493 shares 161,493 $8.36M 2.2% +24 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: 140,461 shares; 2024Q4: 99,388 shares; 2025Q1: 88,528 shares; 2025Q2: 85,242 shares; 2025Q3: 92,615 shares; 2025Q4: 94,174 shares; 2026Q1: 92,757 shares; 2026Q2: 92,812 shares 92,812 $6.61M 1.74% +55 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: 16,215 shares; 2024Q4: 16,715 shares; 2025Q1: 16,880 shares; 2025Q2: 16,680 shares; 2025Q3: 16,680 shares; 2025Q4: 32,660 shares; 2026Q1: 32,875 shares; 2026Q2: 32,275 shares 32,275 $6.15M 1.62% -600 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: 19,743 shares; 2024Q4: 20,265 shares; 2025Q1: 20,685 shares; 2025Q2: 22,218 shares; 2025Q3: 22,050 shares; 2025Q4: 21,896 shares; 2026Q1: 21,110 shares; 2026Q2: 20,176 shares 20,176 $6.12M 1.61% -934 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: 18,976 shares; 2024Q4: 18,332 shares; 2025Q1: 18,104 shares; 2025Q2: 17,899 shares; 2025Q3: 16,853 shares; 2025Q4: not reported; 2026Q1: 15,491 shares; 2026Q2: 12,157 shares 12,157 $6.08M 1.6% -3,334 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: 24,205 shares; 2024Q4: 23,143 shares; 2025Q1: 22,689 shares; 2025Q2: 22,443 shares; 2025Q3: 22,324 shares; 2025Q4: 22,304 shares; 2026Q1: 22,357 shares; 2026Q2: 21,545 shares 21,545 $5.1M 1.34% -812 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: 106,822 shares; 2024Q4: 100,613 shares; 2025Q1: 96,567 shares; 2025Q2: 94,532 shares; 2025Q3: 94,130 shares; 2025Q4: 93,872 shares; 2026Q1: 93,812 shares; 2026Q2: 93,637 shares 93,637 $4.72M 1.24% -175 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: 12,884 shares; 2024Q4: 12,727 shares; 2025Q1: 12,626 shares; 2025Q2: 12,626 shares; 2025Q3: 12,478 shares; 2025Q4: 12,365 shares; 2026Q1: 12,284 shares; 2026Q2: 12,461 shares 12,461 $4.29M 1.13% +177 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,173 shares; 2024Q4: 115,513 shares; 2025Q1: 106,023 shares; 2025Q2: 71,842 shares; 2025Q3: 64,427 shares; 2025Q4: 53,205 shares; 2026Q1: 50,610 shares; 2026Q2: 46,806 shares 46,806 $4.13M 1.09% -3,804 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: 17,107 shares; 2024Q4: 12,591 shares; 2025Q1: 12,860 shares; 2025Q2: 12,401 shares; 2025Q3: 13,244 shares; 2025Q4: 13,462 shares; 2026Q1: 15,630 shares; 2026Q2: 16,536 shares 16,536 $3.94M 1.04% +906 Timeline DIVO 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: not reported; 2024Q4: 44,445 shares; 2025Q1: 54,855 shares; 2025Q2: 60,545 shares; 2025Q3: 66,770 shares; 2025Q4: 70,820 shares; 2026Q1: 74,920 shares; 2026Q2: 75,545 shares 75,545 $3.45M 0.91% +625 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: 9,066 shares; 2024Q4: 8,605 shares; 2025Q1: 8,540 shares; 2025Q2: 5,583 shares; 2025Q3: 7,480 shares; 2025Q4: 8,252 shares; 2026Q1: 8,870 shares; 2026Q2: 9,035 shares 9,035 $3.34M 0.88% +165 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: 44,501 shares; 2024Q4: 17,176 shares; 2025Q1: 16,642 shares; 2025Q2: 15,067 shares; 2025Q3: 15,353 shares; 2025Q4: 17,786 shares; 2026Q1: 16,462 shares; 2026Q2: 16,681 shares 16,681 $3.34M 0.88% +219 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: 236,351 shares; 2024Q4: 198,474 shares; 2025Q1: 160,762 shares; 2025Q2: 108,121 shares; 2025Q3: 89,252 shares; 2025Q4: 82,912 shares; 2026Q1: 78,195 shares; 2026Q2: 72,907 shares 72,907 $3.23M 0.85% -5,288 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,643 shares; 2024Q4: 14,694 shares; 2025Q1: not reported; 2025Q2: 49,333 shares; 2025Q3: 62,613 shares; 2025Q4: 63,092 shares; 2026Q1: 63,112 shares; 2026Q2: 61,530 shares 61,530 $2.95M 0.78% -1,582 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 10,372 shares; 2025Q4: 21,963 shares; 2026Q1: 22,848 shares; 2026Q2: 22,209 shares 22,209 $2.73M 0.72% -639 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: 65,240 shares; 2024Q4: 62,455 shares; 2025Q1: 59,094 shares; 2025Q2: 55,296 shares; 2025Q3: 50,798 shares; 2025Q4: 50,379 shares; 2026Q1: 49,551 shares; 2026Q2: 48,305 shares 48,305 $2.73M 0.72% -1,246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,895 shares; 2025Q3: 28,976 shares; 2025Q4: 32,006 shares; 2026Q1: 32,223 shares; 2026Q2: 31,990 shares 31,990 $2.72M 0.72% -233 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: 13,585 shares; 2024Q4: 12,236 shares; 2025Q1: 12,068 shares; 2025Q2: 10,682 shares; 2025Q3: 9,465 shares; 2025Q4: 9,077 shares; 2026Q1: 8,542 shares; 2026Q2: 31,180 shares 31,180 $2.51M 0.66% +22,638 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: 37,952 shares; 2024Q4: 35,580 shares; 2025Q1: 34,586 shares; 2025Q2: 34,146 shares; 2025Q3: 34,153 shares; 2025Q4: 33,463 shares; 2026Q1: 33,010 shares; 2026Q2: 32,636 shares 32,636 $2.47M 0.65% -374 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: 2,838 shares; 2024Q4: 2,346 shares; 2025Q1: 2,503 shares; 2025Q2: 2,445 shares; 2025Q3: 2,489 shares; 2025Q4: 2,557 shares; 2026Q1: 2,603 shares; 2026Q2: 2,632 shares 2,632 $2.46M 0.65% +29 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,445 shares; 2025Q3: 115,834 shares; 2025Q4: 115,099 shares; 2026Q1: 132,218 shares; 2026Q2: 82,368 shares 82,368 $2.37M 0.62% -49,850 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,078 shares; 2025Q3: 20,517 shares; 2025Q4: 20,144 shares; 2026Q1: 20,202 shares; 2026Q2: 19,500 shares 19,500 $2.28M 0.6% -702 Timeline IDVO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,700 shares; 2025Q4: 39,825 shares; 2026Q1: 50,659 shares; 2026Q2: 54,234 shares 54,234 $2.28M 0.6% +3,575 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: 14,072 shares; 2024Q4: 13,722 shares; 2025Q1: 13,470 shares; 2025Q2: 13,327 shares; 2025Q3: 13,816 shares; 2025Q4: 13,868 shares; 2026Q1: 14,068 shares; 2026Q2: 14,068 shares 14,068 $2.22M 0.59% 0 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,548 shares; 2025Q4: 56,193 shares; 2026Q1: 56,101 shares; 2026Q2: 57,093 shares 57,093 $2.2M 0.58% +992 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: 24,433 shares; 2024Q4: 24,434 shares; 2025Q1: 24,434 shares; 2025Q2: 24,434 shares; 2025Q3: 24,434 shares; 2025Q4: 24,238 shares; 2026Q1: 24,238 shares; 2026Q2: 24,238 shares 24,238 $2.03M 0.53% 0 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: 34,173 shares; 2024Q4: 33,515 shares; 2025Q1: 31,639 shares; 2025Q2: 31,575 shares; 2025Q3: 24,108 shares; 2025Q4: 23,920 shares; 2026Q1: 21,991 shares; 2026Q2: 18,241 shares 18,241 $1.96M 0.52% -3,750 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,061 shares; 2024Q4: 23,867 shares; 2025Q1: 21,377 shares; 2025Q2: 17,442 shares; 2025Q3: 15,290 shares; 2025Q4: 14,921 shares; 2026Q1: 14,151 shares; 2026Q2: 13,724 shares 13,724 $1.95M 0.51% -427 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: 30,536 shares; 2024Q4: 27,534 shares; 2025Q1: 27,118 shares; 2025Q2: 26,871 shares; 2025Q3: 31,120 shares; 2025Q4: 31,901 shares; 2026Q1: 31,671 shares; 2026Q2: 31,571 shares 31,571 $1.88M 0.5% -100 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: 12,360 shares; 2024Q4: 8,343 shares; 2025Q1: 7,740 shares; 2025Q2: 7,632 shares; 2025Q3: 7,378 shares; 2025Q4: 7,303 shares; 2026Q1: 7,237 shares; 2026Q2: 6,792 shares 6,792 $1.49M 0.39% -445 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: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 412 shares; 2025Q3: 452 shares; 2025Q4: 2,293 shares; 2026Q1: 1,875 shares; 2026Q2: 1,956 shares 1,956 $1.46M 0.39% +81 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: 45,150 shares; 2024Q4: 45,800 shares; 2025Q1: 49,432 shares; 2025Q2: 51,366 shares; 2025Q3: 54,616 shares; 2025Q4: 40,366 shares; 2026Q1: 44,766 shares; 2026Q2: 47,116 shares 47,116 $1.44M 0.38% +2,350 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: 11,777 shares; 2024Q4: 3,065 shares; 2025Q1: 3,316 shares; 2025Q2: 3,311 shares; 2025Q3: 3,765 shares; 2025Q4: not reported; 2026Q1: 3,242 shares; 2026Q2: 3,993 shares 3,993 $1.43M 0.38% +751 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: 10,235 shares; 2024Q4: 2,780 shares; 2025Q1: 5,075 shares; 2025Q2: 3,895 shares; 2025Q3: 4,510 shares; 2025Q4: 3,671 shares; 2026Q1: 3,850 shares; 2026Q2: 3,586 shares 3,586 $1.35M 0.36% -264 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: 7,126 shares; 2024Q4: 6,826 shares; 2025Q1: 6,801 shares; 2025Q2: 6,851 shares; 2025Q3: 7,013 shares; 2025Q4: 6,973 shares; 2026Q1: 7,148 shares; 2026Q2: 7,148 shares 7,148 $1.32M 0.35% 0 Timeline LGLV 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: 7,440 shares; 2024Q4: 7,518 shares; 2025Q1: 7,440 shares; 2025Q2: 7,219 shares; 2025Q3: 7,199 shares; 2025Q4: 7,040 shares; 2026Q1: 6,951 shares; 2026Q2: 6,905 shares 6,905 $1.25M 0.33% -46 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: 17,602 shares; 2024Q4: 16,559 shares; 2025Q1: 16,499 shares; 2025Q2: 15,701 shares; 2025Q3: 16,021 shares; 2025Q4: 16,022 shares; 2026Q1: 15,979 shares; 2026Q2: 15,169 shares 15,169 $1.25M 0.33% -810 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: 3,721 shares; 2024Q4: 1,704 shares; 2025Q1: 2,179 shares; 2025Q2: 2,272 shares; 2025Q3: 2,864 shares; 2025Q4: 2,399 shares; 2026Q1: 2,225 shares; 2026Q2: 2,106 shares 2,106 $1.22M 0.32% -119 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 21,133 shares; 2025Q3: 27,504 shares; 2025Q4: 42,280 shares; 2026Q1: 47,977 shares; 2026Q2: 46,903 shares 46,903 $1.22M 0.32% -1,074 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: 2,416 shares; 2024Q4: 2,366 shares; 2025Q1: 2,366 shares; 2025Q2: 1,921 shares; 2025Q3: 1,250 shares; 2025Q4: 1,407 shares; 2026Q1: 1,455 shares; 2026Q2: 1,536 shares 1,536 $1.11M 0.29% +81 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: 13,363 shares; 2024Q4: 10,483 shares; 2025Q1: 12,003 shares; 2025Q2: 9,973 shares; 2025Q3: 9,973 shares; 2025Q4: 15,123 shares; 2026Q1: 14,573 shares; 2026Q2: 14,398 shares 14,398 $1.11M 0.29% -175 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: 1,853 shares; 2024Q4: 1,718 shares; 2025Q1: 1,194 shares; 2025Q2: 1,327 shares; 2025Q3: 1,444 shares; 2025Q4: 1,451 shares; 2026Q1: 1,612 shares; 2026Q2: 1,615 shares 1,615 $1.11M 0.29% +3 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,493 shares; 2024Q4: 14,622 shares; 2025Q1: 15,157 shares; 2025Q2: 15,127 shares; 2025Q3: 15,928 shares; 2025Q4: 16,668 shares; 2026Q1: 17,818 shares; 2026Q2: 18,245 shares 18,245 $1.11M 0.29% +427 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: 12,142 shares; 2024Q4: 11,919 shares; 2025Q1: 9,833 shares; 2025Q2: 10,373 shares; 2025Q3: 11,073 shares; 2025Q4: 11,344 shares; 2026Q1: 10,827 shares; 2026Q2: 10,502 shares 10,502 $1.07M 0.28% -325 Timeline PSK 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: 26,073 shares; 2024Q4: 27,233 shares; 2025Q1: 28,529 shares; 2025Q2: 10,640 shares; 2025Q3: 11,928 shares; 2025Q4: 27,619 shares; 2026Q1: 32,095 shares; 2026Q2: 34,845 shares 34,845 $1.06M 0.28% +2,750 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: 6,440 shares; 2024Q4: 2,603 shares; 2025Q1: 2,450 shares; 2025Q2: 2,769 shares; 2025Q3: 3,108 shares; 2025Q4: 2,499 shares; 2026Q1: 2,487 shares; 2026Q2: 3,089 shares 3,089 $1.01M 0.27% +602 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: 250 shares; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 578 shares; 2025Q3: 735 shares; 2025Q4: 689 shares; 2026Q1: 783 shares; 2026Q2: 817 shares 817 $980K 0.26% +34 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: 1,142 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,260 shares; 2025Q3: 1,172 shares; 2025Q4: 1,211 shares; 2026Q1: 1,213 shares; 2026Q2: 7,668 shares 7,668 $916K 0.24% +6,455 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: 9,248 shares; 2024Q4: 4,368 shares; 2025Q1: 4,866 shares; 2025Q2: 4,886 shares; 2025Q3: 5,328 shares; 2025Q4: 6,128 shares; 2026Q1: 6,220 shares; 2026Q2: 7,459 shares 7,459 $876K 0.23% +1,239 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: 4,927 shares; 2024Q4: 3,629 shares; 2025Q1: 3,721 shares; 2025Q2: 4,065 shares; 2025Q3: 3,537 shares; 2025Q4: 3,264 shares; 2026Q1: 3,348 shares; 2026Q2: 3,380 shares 3,380 $858K 0.23% +32 Timeline PJIO 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: not reported; 2025Q2: 6,726 shares; 2025Q3: 7,695 shares; 2025Q4: 5,892 shares; 2026Q1: 10,344 shares; 2026Q2: 11,843 shares 11,843 $825K 0.22% +1,499 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: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 887 shares; 2025Q4: 733 shares; 2026Q1: 709 shares; 2026Q2: 699 shares 699 $821K 0.22% -10 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,179 shares; 2025Q3: 16,179 shares; 2025Q4: 29,650 shares; 2026Q1: 30,607 shares; 2026Q2: 30,632 shares 30,632 $812K 0.21% +25 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: 14,890 shares; 2024Q4: 15,840 shares; 2025Q1: 16,090 shares; 2025Q2: 15,590 shares; 2025Q3: 16,890 shares; 2025Q4: 17,090 shares; 2026Q1: 16,990 shares; 2026Q2: 16,990 shares 16,990 $811K 0.21% 0 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: 3,717 shares; 2024Q4: 2,507 shares; 2025Q1: 2,532 shares; 2025Q2: 2,604 shares; 2025Q3: 2,827 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares; 2026Q2: 2,255 shares 2,255 $774K 0.2% -135 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: 4,507 shares; 2024Q4: 3,275 shares; 2025Q1: 1,703 shares; 2025Q2: 1,625 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,649 shares; 2026Q2: 6,225 shares 6,225 $773K 0.2% +4,576 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,782 shares; 2026Q2: 29,228 shares 29,228 $762K 0.2% -554 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,224 shares; 2026Q1: 6,352 shares; 2026Q2: 9,745 shares 9,745 $756K 0.2% +3,393 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: 5,081 shares; 2024Q4: 5,081 shares; 2025Q1: 3,269 shares; 2025Q2: 3,156 shares; 2025Q3: 3,291 shares; 2025Q4: 3,291 shares; 2026Q1: 3,078 shares; 2026Q2: 3,078 shares 3,078 $746K 0.2% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 1,442 shares; 2025Q1: 1,443 shares; 2025Q2: 1,450 shares; 2025Q3: 1,884 shares; 2025Q4: 2,059 shares; 2026Q1: 2,059 shares; 2026Q2: 2,034 shares 2,034 $719K 0.19% -25 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 732 shares 732 $706K 0.19% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,741 shares; 2025Q2: 3,708 shares; 2025Q3: 6,358 shares; 2025Q4: 6,908 shares; 2026Q1: 7,008 shares; 2026Q2: 7,008 shares 7,008 $688K 0.18% 0 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: 4,018 shares; 2024Q4: 1,912 shares; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 4,594 shares; 2026Q1: 5,594 shares; 2026Q2: 4,594 shares 4,594 $681K 0.18% -1,000 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: 7,350 shares; 2024Q4: 7,350 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 8,608 shares; 2025Q4: 8,978 shares; 2026Q1: 8,755 shares; 2026Q2: 8,055 shares 8,055 $666K 0.18% -700 Timeline SFBC SOUND FINL BANCORP INC More: the full row for SOUND FINL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,697 shares; 2024Q4: 14,897 shares; 2025Q1: 14,897 shares; 2025Q2: 14,897 shares; 2025Q3: 14,897 shares; 2025Q4: 14,897 shares; 2026Q1: 14,897 shares; 2026Q2: 14,897 shares 14,897 $642K 0.17% 0 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: 13,305 shares; 2024Q4: 5,748 shares; 2025Q1: 6,487 shares; 2025Q2: 6,651 shares; 2025Q3: 6,585 shares; 2025Q4: 5,585 shares; 2026Q1: 5,576 shares; 2026Q2: 5,569 shares 5,569 $631K 0.17% -7 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: 10,165 shares; 2024Q4: 10,815 shares; 2025Q1: 10,815 shares; 2025Q2: 10,915 shares; 2025Q3: 11,000 shares; 2025Q4: 11,650 shares; 2026Q1: 12,350 shares; 2026Q2: 12,350 shares 12,350 $628K 0.17% 0 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: 1,843 shares; 2024Q4: 1,827 shares; 2025Q1: 2,147 shares; 2025Q2: 2,156 shares; 2025Q3: 2,165 shares; 2025Q4: 2,191 shares; 2026Q1: 2,292 shares; 2026Q2: 2,212 shares 2,212 $598K 0.16% -80 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: 4,629 shares; 2024Q4: 4,220 shares; 2025Q1: 4,744 shares; 2025Q2: 4,774 shares; 2025Q3: 5,467 shares; 2025Q4: 6,001 shares; 2026Q1: 5,832 shares; 2026Q2: 7,201 shares 7,201 $585K 0.15% +1,369 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: 517 shares; 2025Q4: 528 shares; 2026Q1: 529 shares; 2026Q2: 537 shares 537 $571K 0.15% +8 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: 1,389 shares; 2024Q4: 1,389 shares; 2025Q1: 1,389 shares; 2025Q2: 2,619 shares; 2025Q3: 2,650 shares; 2025Q4: 2,600 shares; 2026Q1: 2,505 shares; 2026Q2: 2,505 shares 2,505 $546K 0.14% 0 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: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 6,631 shares; 2025Q4: 6,631 shares; 2026Q1: 6,631 shares; 2026Q2: 6,631 shares 6,631 $543K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,423 shares 3,423 $537K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,841 shares 3,841 $536K 0.14% new 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: 1,675 shares; 2024Q4: 1,705 shares; 2025Q1: 1,706 shares; 2025Q2: 1,463 shares; 2025Q3: 1,464 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares; 2026Q2: 1,441 shares 1,441 $527K 0.14% -8 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: 1,568 shares; 2024Q4: 1,499 shares; 2025Q1: 1,509 shares; 2025Q2: 2,127 shares; 2025Q3: 2,167 shares; 2025Q4: 1,976 shares; 2026Q1: 2,038 shares; 2026Q2: 2,083 shares 2,083 $524K 0.14% +45 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: 4,700 shares; 2024Q4: 4,594 shares; 2025Q1: 4,467 shares; 2025Q2: 4,163 shares; 2025Q3: 4,163 shares; 2025Q4: 4,080 shares; 2026Q1: 3,922 shares; 2026Q2: 3,522 shares 3,522 $516K 0.14% -400 Timeline JMHI 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: 4,708 shares; 2025Q4: 9,934 shares; 2026Q1: 9,309 shares; 2026Q2: 9,946 shares 9,946 $504K 0.13% +637 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 5,138 shares; 2026Q1: 5,333 shares; 2026Q2: 6,161 shares 6,161 $499K 0.13% +828 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: 1,324 shares; 2024Q4: 668 shares; 2025Q1: 688 shares; 2025Q2: 677 shares; 2025Q3: 959 shares; 2025Q4: 879 shares; 2026Q1: 856 shares; 2026Q2: 879 shares 879 $495K 0.13% +23 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: 4,154 shares; 2024Q4: 3,822 shares; 2025Q1: 3,732 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 4,517 shares; 2026Q1: 3,526 shares; 2026Q2: 3,526 shares 3,526 $485K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 824 shares; 2026Q2: 1,297 shares 1,297 $485K 0.13% +473 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: 5,427 shares; 2024Q4: 1,618 shares; 2025Q1: 1,666 shares; 2025Q2: 889 shares; 2025Q3: 889 shares; 2025Q4: 1,023 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $471K 0.12% 0 Timeline SPYX 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: 7,266 shares; 2025Q3: 7,349 shares; 2025Q4: 7,168 shares; 2026Q1: 7,168 shares; 2026Q2: 7,168 shares 7,168 $438K 0.12% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 4,320 shares; 2025Q1: 4,747 shares; 2025Q2: 4,144 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 4,158 shares; 2026Q2: 4,158 shares 4,158 $432K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares; 2026Q2: 1,170 shares 1,170 $431K 0.11% +60 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: 3,550 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,410 shares; 2025Q3: 1,381 shares; 2025Q4: 1,382 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $424K 0.11% 0 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: 801 shares; 2024Q4: 652 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 627 shares; 2025Q4: 6,370 shares; 2026Q1: 5,670 shares; 2026Q2: 5,670 shares 5,670 $405K 0.11% 0 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: not reported; 2026Q1: not reported; 2026Q2: 1,580 shares 1,580 $404K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares; 2026Q2: 611 shares 611 $401K 0.11% -125 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,891 shares; 2024Q4: not reported; 2025Q1: 7,829 shares; 2025Q2: 7,829 shares; 2025Q3: 9,932 shares; 2025Q4: 10,318 shares; 2026Q1: 10,318 shares; 2026Q2: 10,318 shares 10,318 $394K 0.1% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,285 shares; 2025Q4: 1,470 shares; 2026Q1: 1,514 shares; 2026Q2: 1,784 shares 1,784 $386K 0.1% +270 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: 2,731 shares; 2024Q4: 2,333 shares; 2025Q1: 2,503 shares; 2025Q2: 2,514 shares; 2025Q3: 2,526 shares; 2025Q4: 2,538 shares; 2026Q1: 2,549 shares; 2026Q2: 2,575 shares 2,575 $378K 0.1% +26 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 1,064 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,325 shares 1,325 $373K 0.1% +142 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: 7,667 shares; 2024Q4: 7,417 shares; 2025Q1: 4,554 shares; 2025Q2: 3,921 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,753 shares; 2026Q2: 3,555 shares 3,555 $365K 0.1% -198 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,527 shares; 2025Q1: 2,527 shares; 2025Q2: 2,527 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares; 2026Q1: 2,527 shares; 2026Q2: 12,635 shares 12,635 $346K 0.09% +10,108 Timeline LDUR 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: not reported; 2025Q3: not reported; 2025Q4: 2,269 shares; 2026Q1: 3,478 shares; 2026Q2: 3,527 shares 3,527 $337K 0.09% +49 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 3,500 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,495 shares 3,495 $336K 0.09% +495 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: 2,570 shares; 2024Q4: 983 shares; 2025Q1: 1,225 shares; 2025Q2: 1,226 shares; 2025Q3: 1,202 shares; 2025Q4: 910 shares; 2026Q1: 697 shares; 2026Q2: 681 shares 681 $334K 0.09% -16 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: 4,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,276 shares; 2025Q2: 3,183 shares; 2025Q3: 3,183 shares; 2025Q4: 3,334 shares; 2026Q1: 3,434 shares; 2026Q2: 3,435 shares 3,435 $331K 0.09% +1 Timeline UPRO PROSHARES TR More: the full row for PROSHARES 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: 1,794 shares; 2025Q4: 1,794 shares; 2026Q1: not reported; 2026Q2: 2,251 shares 2,251 $319K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,995 shares 10,995 $318K 0.08% new 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: 6,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,587 shares; 2025Q4: not reported; 2026Q1: 6,237 shares; 2026Q2: 7,323 shares 7,323 $310K 0.08% +1,086 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $309K 0.08% 0 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: not reported; 2026Q1: not reported; 2026Q2: 257 shares 257 $297K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares; 2026Q2: 1,527 shares 1,527 $290K 0.08% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $284K 0.07% 0 Timeline ETHO 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: 42,936 shares; 2024Q4: 43,996 shares; 2025Q1: 42,888 shares; 2025Q2: 11,113 shares; 2025Q3: 4,047 shares; 2025Q4: 3,486 shares; 2026Q1: 3,466 shares; 2026Q2: 3,406 shares 3,406 $275K 0.07% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 432 shares; 2026Q2: 433 shares 433 $274K 0.07% +1 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,925 shares; 2025Q1: 10,455 shares; 2025Q2: 6,594 shares; 2025Q3: 6,659 shares; 2025Q4: 5,260 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $274K 0.07% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,111 shares; 2025Q1: 3,563 shares; 2025Q2: 3,563 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 3,563 shares 3,563 $270K 0.07% 0 Timeline PEY 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: 14,100 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 13,100 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares; 2026Q2: 11,600 shares 11,600 $269K 0.07% 0 Timeline EMNT 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: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,816 shares; 2026Q1: 2,715 shares; 2026Q2: 2,715 shares 2,715 $269K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,852 shares; 2025Q4: 4,852 shares; 2026Q1: 4,852 shares; 2026Q2: 4,852 shares 4,852 $267K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,714 shares; 2026Q2: 1,714 shares 1,714 $261K 0.07% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 4,290 shares; 2025Q4: 4,990 shares; 2026Q1: 5,010 shares; 2026Q2: 5,029 shares 5,029 $261K 0.07% +19 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares; 2026Q2: 1,589 shares 1,589 $260K 0.07% -690 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: 997 shares; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 857 shares; 2026Q1: not reported; 2026Q2: 603 shares 603 $251K 0.07% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $249K 0.07% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,237 shares; 2025Q3: 2,196 shares; 2025Q4: 1,731 shares; 2026Q1: 1,716 shares; 2026Q2: 1,682 shares 1,682 $246K 0.06% -34 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: 3,678 shares; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 2,161 shares; 2025Q3: 2,170 shares; 2025Q4: 1,677 shares; 2026Q1: 1,623 shares; 2026Q2: 1,596 shares 1,596 $242K 0.06% -27 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 1,019 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,107 shares; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $242K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,081 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $241K 0.06% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 5,254 shares 5,254 $237K 0.06% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,123 shares 3,123 $236K 0.06% new 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: 1,760 shares; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 899 shares; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 683 shares 683 $233K 0.06% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,716 shares; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,043 shares; 2025Q3: 1,106 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares 823 $231K 0.06% new 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,204 shares; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: 1,397 shares; 2026Q1: 3,122 shares; 2026Q2: 1,372 shares 1,372 $227K 0.06% -1,750 Timeline IYT 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: 2,613 shares 2,613 $227K 0.06% new 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: 5,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,764 shares 1,764 $227K 0.06% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,479 shares 8,479 $216K 0.06% new Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 16,749 shares; 2025Q1: 6,440 shares; 2025Q2: 6,440 shares; 2025Q3: 6,440 shares; 2025Q4: 5,916 shares; 2026Q1: 5,916 shares; 2026Q2: 5,387 shares 5,387 $216K 0.06% -529 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: 3,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,450 shares 1,450 $212K 0.06% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277 shares 277 $207K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $204K 0.05% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,600 shares; 2026Q2: 10,600 shares 10,600 $115K 0.03% 0 Timeline