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: 127,233 shares; 2024Q4: 136,046 shares; 2025Q1: 135,081 shares; 2025Q2: 132,821 shares; 2025Q3: 135,744 shares; 2025Q4: 137,811 shares; 2026Q1: 138,619 shares; 2026Q2: 141,095 shares 141,095 $34.7M 6.47% +2,476 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: 146,194 shares; 2024Q4: 146,365 shares; 2025Q1: 142,710 shares; 2025Q2: 141,553 shares; 2025Q3: 140,570 shares; 2025Q4: 138,672 shares; 2026Q1: 141,238 shares; 2026Q2: 141,568 shares 141,568 $33.5M 6.24% +330 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: 44,178 shares; 2024Q4: 44,808 shares; 2025Q1: 44,493 shares; 2025Q2: 45,339 shares; 2025Q3: 46,324 shares; 2025Q4: 44,410 shares; 2026Q1: 43,825 shares; 2026Q2: 44,551 shares 44,551 $33.3M 6.2% +726 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: 71,841 shares; 2024Q4: 79,142 shares; 2025Q1: 78,922 shares; 2025Q2: 77,168 shares; 2025Q3: 77,658 shares; 2025Q4: 77,577 shares; 2026Q1: 78,026 shares; 2026Q2: 80,624 shares 80,624 $29.8M 5.56% +2,598 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: 251,789 shares; 2024Q4: 241,332 shares; 2025Q1: 240,766 shares; 2025Q2: 248,306 shares; 2025Q3: 253,906 shares; 2025Q4: 277,408 shares; 2026Q1: 292,117 shares; 2026Q2: 306,762 shares 306,762 $25.7M 4.78% +14,645 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: 107,748 shares; 2024Q4: 109,020 shares; 2025Q1: 111,915 shares; 2025Q2: 110,976 shares; 2025Q3: 112,926 shares; 2025Q4: 112,823 shares; 2026Q1: 115,253 shares; 2026Q2: 116,359 shares 116,359 $25.4M 4.72% +1,106 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: 253,161 shares; 2024Q4: 748,908 shares; 2025Q1: 768,125 shares; 2025Q2: 763,834 shares; 2025Q3: 765,708 shares; 2025Q4: 768,746 shares; 2026Q1: 776,713 shares; 2026Q2: 783,413 shares 783,413 $24.4M 4.54% +6,700 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: 176,805 shares; 2024Q4: 190,035 shares; 2025Q1: 210,627 shares; 2025Q2: 222,621 shares; 2025Q3: 236,346 shares; 2025Q4: 253,926 shares; 2026Q1: 282,602 shares; 2026Q2: 284,093 shares 284,093 $22.5M 4.18% +1,491 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: 164,831 shares; 2024Q4: 161,756 shares; 2025Q1: 165,195 shares; 2025Q2: 169,548 shares; 2025Q3: 174,978 shares; 2025Q4: 177,243 shares; 2026Q1: 177,707 shares; 2026Q2: 180,112 shares 180,112 $17.4M 3.23% +2,405 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: 388,051 shares; 2024Q4: 362,745 shares; 2025Q1: 350,653 shares; 2025Q2: 343,514 shares; 2025Q3: 354,435 shares; 2025Q4: 349,346 shares; 2026Q1: 351,784 shares; 2026Q2: 354,450 shares 354,450 $16.4M 3.05% +2,666 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: 46,990 shares; 2024Q4: 47,066 shares; 2025Q1: 48,696 shares; 2025Q2: 50,474 shares; 2025Q3: 51,514 shares; 2025Q4: 51,083 shares; 2026Q1: 52,086 shares; 2026Q2: 54,147 shares 54,147 $13.2M 2.45% +2,061 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: 29,844 shares; 2024Q4: 29,854 shares; 2025Q1: 29,648 shares; 2025Q2: 29,595 shares; 2025Q3: 29,468 shares; 2025Q4: 29,168 shares; 2026Q1: 28,955 shares; 2026Q2: 28,560 shares 28,560 $11.7M 2.18% -395 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: 425,250 shares; 2024Q4: 441,233 shares; 2025Q1: 441,824 shares; 2025Q2: 433,000 shares; 2025Q3: 440,895 shares; 2025Q4: 445,084 shares; 2026Q1: 476,701 shares; 2026Q2: 491,986 shares 491,986 $11.7M 2.17% +15,285 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: 137,727 shares; 2024Q4: 143,817 shares; 2025Q1: 150,082 shares; 2025Q2: 157,395 shares; 2025Q3: 170,355 shares; 2025Q4: 175,287 shares; 2026Q1: 180,045 shares; 2026Q2: 190,638 shares 190,638 $10.1M 1.87% +10,593 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: 201,519 shares; 2024Q4: 190,264 shares; 2025Q1: 189,867 shares; 2025Q2: 187,401 shares; 2025Q3: 194,266 shares; 2025Q4: 193,945 shares; 2026Q1: 198,358 shares; 2026Q2: 197,616 shares 197,616 $10M 1.86% -742 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: 40,673 shares; 2024Q4: 42,691 shares; 2025Q1: not reported; 2025Q2: 44,701 shares; 2025Q3: 44,744 shares; 2025Q4: 46,157 shares; 2026Q1: 45,637 shares; 2026Q2: 46,893 shares 46,893 $9.98M 1.86% +1,256 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: 144,097 shares; 2024Q4: 317,520 shares; 2025Q1: 314,631 shares; 2025Q2: 319,341 shares; 2025Q3: 344,439 shares; 2025Q4: 346,722 shares; 2026Q1: 348,038 shares; 2026Q2: 359,623 shares 359,623 $9.96M 1.85% +11,585 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: 17,091 shares; 2025Q1: 16,716 shares; 2025Q2: 13,342 shares; 2025Q3: 17,122 shares; 2025Q4: 53,751 shares; 2026Q1: 126,077 shares; 2026Q2: 182,866 shares 182,866 $9.25M 1.72% +56,789 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: 86,252 shares; 2024Q4: 91,059 shares; 2025Q1: 89,671 shares; 2025Q2: 86,648 shares; 2025Q3: 91,762 shares; 2025Q4: 92,045 shares; 2026Q1: 92,860 shares; 2026Q2: 90,448 shares 90,448 $8.95M 1.67% -2,412 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: 73,043 shares; 2024Q4: 250,319 shares; 2025Q1: 250,233 shares; 2025Q2: 246,343 shares; 2025Q3: 254,350 shares; 2025Q4: 238,515 shares; 2026Q1: 236,804 shares; 2026Q2: 234,751 shares 234,751 $6.8M 1.27% -2,053 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: 9,848 shares; 2024Q4: 9,676 shares; 2025Q1: 9,229 shares; 2025Q2: 9,217 shares; 2025Q3: 9,220 shares; 2025Q4: 9,031 shares; 2026Q1: 8,999 shares; 2026Q2: 8,893 shares 8,893 $6.25M 1.16% -106 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: 35,825 shares; 2024Q4: 34,126 shares; 2025Q1: 34,210 shares; 2025Q2: 35,778 shares; 2025Q3: 41,729 shares; 2025Q4: 44,354 shares; 2026Q1: 51,518 shares; 2026Q2: 59,271 shares 59,271 $5.66M 1.05% +7,753 Timeline PWB 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: 36,136 shares; 2024Q4: 36,137 shares; 2025Q1: not reported; 2025Q2: 36,087 shares; 2025Q3: 35,885 shares; 2025Q4: 33,939 shares; 2026Q1: 33,937 shares; 2026Q2: 33,487 shares 33,487 $5.64M 1.05% -450 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: 28,923 shares; 2024Q4: 41,208 shares; 2025Q1: 45,505 shares; 2025Q2: 42,860 shares; 2025Q3: 47,610 shares; 2025Q4: 54,692 shares; 2026Q1: 58,634 shares; 2026Q2: 51,071 shares 51,071 $5.17M 0.96% -7,563 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: 17,254 shares; 2024Q4: 17,149 shares; 2025Q1: 17,252 shares; 2025Q2: 18,552 shares; 2025Q3: 18,596 shares; 2025Q4: 17,964 shares; 2026Q1: 17,473 shares; 2026Q2: 17,367 shares 17,367 $5.03M 0.94% -106 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,369 shares; 2024Q4: 40,802 shares; 2025Q1: 56,484 shares; 2025Q2: 59,640 shares; 2025Q3: 57,996 shares; 2025Q4: 59,418 shares; 2026Q1: 65,795 shares; 2026Q2: 71,837 shares 71,837 $4.85M 0.9% +6,042 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: 14,949 shares; 2024Q4: 15,007 shares; 2025Q1: 15,405 shares; 2025Q2: 15,459 shares; 2025Q3: 15,578 shares; 2025Q4: 15,789 shares; 2026Q1: 15,915 shares; 2026Q2: 16,087 shares 16,087 $4.83M 0.9% +172 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: 36,439 shares; 2024Q4: 35,840 shares; 2025Q1: 34,925 shares; 2025Q2: 32,909 shares; 2025Q3: 32,965 shares; 2025Q4: 32,031 shares; 2026Q1: 31,786 shares; 2026Q2: 31,596 shares 31,596 $4.81M 0.9% -190 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: 53,258 shares; 2024Q4: 54,604 shares; 2025Q1: not reported; 2025Q2: 57,836 shares; 2025Q3: 59,823 shares; 2025Q4: 61,962 shares; 2026Q1: 59,128 shares; 2026Q2: 53,117 shares 53,117 $4.01M 0.75% -6,011 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: 8,124 shares; 2024Q4: 8,084 shares; 2025Q1: 7,461 shares; 2025Q2: 7,130 shares; 2025Q3: 7,057 shares; 2025Q4: 7,061 shares; 2026Q1: 6,430 shares; 2026Q2: 6,795 shares 6,795 $3.83M 0.71% +365 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: 49,288 shares; 2024Q4: 48,322 shares; 2025Q1: 47,122 shares; 2025Q2: 51,881 shares; 2025Q3: 56,561 shares; 2025Q4: 56,796 shares; 2026Q1: 53,621 shares; 2026Q2: 52,288 shares 52,288 $3.73M 0.69% -1,333 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: 4,176 shares; 2024Q4: 4,371 shares; 2025Q1: 4,385 shares; 2025Q2: 4,446 shares; 2025Q3: 4,936 shares; 2025Q4: 5,013 shares; 2026Q1: 4,220 shares; 2026Q2: 4,508 shares 4,508 $3.38M 0.63% +288 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: 8,595 shares; 2024Q4: 8,539 shares; 2025Q1: 8,104 shares; 2025Q2: 8,055 shares; 2025Q3: 7,905 shares; 2025Q4: 7,985 shares; 2026Q1: 8,391 shares; 2026Q2: 9,020 shares 9,020 $3.36M 0.63% +629 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: 39,967 shares; 2024Q4: 85,344 shares; 2025Q1: 87,710 shares; 2025Q2: 80,196 shares; 2025Q3: 82,799 shares; 2025Q4: 86,954 shares; 2026Q1: 90,722 shares; 2026Q2: 89,893 shares 89,893 $3.25M 0.6% -829 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: 37,999 shares; 2024Q4: 37,649 shares; 2025Q1: 35,810 shares; 2025Q2: 35,917 shares; 2025Q3: 35,914 shares; 2025Q4: 33,862 shares; 2026Q1: 33,770 shares; 2026Q2: 33,789 shares 33,789 $2.97M 0.55% +19 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: 56,069 shares; 2024Q4: 57,274 shares; 2025Q1: 54,797 shares; 2025Q2: 53,775 shares; 2025Q3: 50,804 shares; 2025Q4: 50,526 shares; 2026Q1: 46,723 shares; 2026Q2: 46,798 shares 46,798 $2.91M 0.54% +75 Timeline PWV 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: 37,513 shares; 2024Q4: 37,513 shares; 2025Q1: not reported; 2025Q2: 37,513 shares; 2025Q3: 37,513 shares; 2025Q4: 37,363 shares; 2026Q1: 37,363 shares; 2026Q2: 37,363 shares 37,363 $2.83M 0.53% 0 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: 5,512 shares; 2024Q4: 5,512 shares; 2025Q1: 5,409 shares; 2025Q2: 5,359 shares; 2025Q3: 5,266 shares; 2025Q4: 5,262 shares; 2026Q1: 5,262 shares; 2026Q2: 5,483 shares 5,483 $2.74M 0.51% +221 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: 9,181 shares; 2024Q4: 8,660 shares; 2025Q1: 9,018 shares; 2025Q2: 7,921 shares; 2025Q3: 7,933 shares; 2025Q4: 7,235 shares; 2026Q1: 7,445 shares; 2026Q2: 7,427 shares 7,427 $2.74M 0.51% -18 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: 23,665 shares; 2025Q1: 25,333 shares; 2025Q2: 5,980 shares; 2025Q3: 5,755 shares; 2025Q4: 10,060 shares; 2026Q1: 40,339 shares; 2026Q2: 51,798 shares 51,798 $2.64M 0.49% +11,459 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 30,938 shares; 2026Q2: 65,787 shares 65,787 $2.63M 0.49% +34,849 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: 25,748 shares; 2024Q4: 27,308 shares; 2025Q1: 26,698 shares; 2025Q2: 27,597 shares; 2025Q3: 27,597 shares; 2025Q4: 28,391 shares; 2026Q1: 27,056 shares; 2026Q2: 26,864 shares 26,864 $2.59M 0.48% -192 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: 19,005 shares; 2024Q4: 19,004 shares; 2025Q1: 23,053 shares; 2025Q2: 22,436 shares; 2025Q3: 22,440 shares; 2025Q4: 22,443 shares; 2026Q1: 21,998 shares; 2026Q2: 17,987 shares 17,987 $2.46M 0.46% -4,011 Timeline XMHQ 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: 21,493 shares; 2024Q4: 21,255 shares; 2025Q1: not reported; 2025Q2: 21,255 shares; 2025Q3: 21,255 shares; 2025Q4: 21,255 shares; 2026Q1: 21,206 shares; 2026Q2: 21,207 shares 21,207 $2.39M 0.45% +1 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: 6,002 shares; 2024Q4: 5,983 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 6,266 shares; 2025Q4: 6,264 shares; 2026Q1: 6,278 shares; 2026Q2: 6,394 shares 6,394 $2.28M 0.43% +116 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: 6,359 shares; 2024Q4: 6,385 shares; 2025Q1: 5,962 shares; 2025Q2: 8,835 shares; 2025Q3: 10,735 shares; 2025Q4: 10,947 shares; 2026Q1: 11,586 shares; 2026Q2: 14,812 shares 14,812 $2.2M 0.41% +3,226 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,329 shares; 2025Q2: 5,358 shares; 2025Q3: 10,049 shares; 2025Q4: 12,249 shares; 2026Q1: 15,878 shares; 2026Q2: 21,203 shares 21,203 $2M 0.37% +5,325 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: 5,197 shares; 2024Q4: 5,138 shares; 2025Q1: 4,788 shares; 2025Q2: 4,760 shares; 2025Q3: 4,762 shares; 2025Q4: 4,763 shares; 2026Q1: 4,721 shares; 2026Q2: 4,942 shares 4,942 $1.75M 0.33% +221 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: 12,740 shares; 2024Q4: 13,491 shares; 2025Q1: 16,473 shares; 2025Q2: 16,525 shares; 2025Q3: 18,027 shares; 2025Q4: 18,964 shares; 2026Q1: 18,147 shares; 2026Q2: 20,367 shares 20,367 $1.68M 0.31% +2,220 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,866 shares; 2024Q4: 39,057 shares; 2025Q1: 38,374 shares; 2025Q2: 34,045 shares; 2025Q3: 33,002 shares; 2025Q4: 35,015 shares; 2026Q1: 35,015 shares; 2026Q2: 35,015 shares 35,015 $1.64M 0.31% 0 Timeline CALF 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: 58,878 shares; 2024Q4: 62,122 shares; 2025Q1: 60,395 shares; 2025Q2: 54,635 shares; 2025Q3: 48,081 shares; 2025Q4: 36,259 shares; 2026Q1: 32,166 shares; 2026Q2: 32,194 shares 32,194 $1.63M 0.3% +28 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: 14,978 shares; 2024Q4: 16,191 shares; 2025Q1: 17,488 shares; 2025Q2: 12,756 shares; 2025Q3: 12,810 shares; 2025Q4: 14,040 shares; 2026Q1: 14,674 shares; 2026Q2: 14,729 shares 14,729 $1.61M 0.3% +55 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: 3,567 shares; 2024Q4: 3,571 shares; 2025Q1: 3,574 shares; 2025Q2: 3,725 shares; 2025Q3: 3,728 shares; 2025Q4: 3,726 shares; 2026Q1: 3,729 shares; 2026Q2: 3,732 shares 3,732 $1.59M 0.3% +3 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: 15,814 shares; 2024Q4: 15,950 shares; 2025Q1: 15,529 shares; 2025Q2: 15,693 shares; 2025Q3: 15,693 shares; 2025Q4: 15,765 shares; 2026Q1: 15,522 shares; 2026Q2: 15,246 shares 15,246 $1.58M 0.29% -276 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: 10,603 shares; 2024Q4: 10,558 shares; 2025Q1: 7,328 shares; 2025Q2: 5,610 shares; 2025Q3: 5,712 shares; 2025Q4: 5,689 shares; 2026Q1: 5,845 shares; 2026Q2: 6,391 shares 6,391 $1.52M 0.28% +546 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,717 shares; 2024Q4: 26,338 shares; 2025Q1: 29,059 shares; 2025Q2: 29,783 shares; 2025Q3: 34,682 shares; 2025Q4: 34,029 shares; 2026Q1: 29,658 shares; 2026Q2: 29,780 shares 29,780 $1.52M 0.28% +122 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: 2,191 shares; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 3,110 shares; 2025Q3: 4,012 shares; 2025Q4: 4,364 shares; 2026Q1: 5,029 shares; 2026Q2: 7,243 shares 7,243 $1.45M 0.27% +2,214 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: 938 shares; 2024Q4: 1,088 shares; 2025Q1: 1,289 shares; 2025Q2: 1,468 shares; 2025Q3: 1,665 shares; 2025Q4: 1,686 shares; 2026Q1: 1,749 shares; 2026Q2: 1,861 shares 1,861 $1.37M 0.26% +112 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 3,727 shares; 2025Q1: 3,753 shares; 2025Q2: 3,708 shares; 2025Q3: 3,709 shares; 2025Q4: 3,704 shares; 2026Q1: 3,711 shares; 2026Q2: 3,719 shares 3,719 $1.31M 0.24% +8 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 9,077 shares; 2025Q2: 7,989 shares; 2025Q3: 7,989 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares; 2026Q2: 7,484 shares 7,484 $1.24M 0.23% +11 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: 15,028 shares; 2024Q4: 45,132 shares; 2025Q1: 41,910 shares; 2025Q2: 44,401 shares; 2025Q3: 44,440 shares; 2025Q4: 35,587 shares; 2026Q1: 40,471 shares; 2026Q2: 40,547 shares 40,547 $1.19M 0.22% +76 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: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,392 shares; 2025Q2: 1,407 shares; 2025Q3: 1,107 shares; 2025Q4: 1,108 shares; 2026Q1: 1,113 shares; 2026Q2: 1,108 shares 1,108 $1.18M 0.22% -5 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,726 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares; 2026Q2: 3,715 shares 3,715 $1.17M 0.22% 0 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: 1,585 shares; 2025Q3: 2,655 shares; 2025Q4: 3,191 shares; 2026Q1: 3,516 shares; 2026Q2: 3,792 shares 3,792 $1.15M 0.21% +276 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: 24,845 shares; 2024Q4: 20,311 shares; 2025Q1: 20,311 shares; 2025Q2: 22,737 shares; 2025Q3: 22,927 shares; 2025Q4: 22,737 shares; 2026Q1: 22,737 shares; 2026Q2: 23,048 shares 23,048 $1.14M 0.21% +311 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: 5,486 shares; 2024Q4: 5,459 shares; 2025Q1: 3,499 shares; 2025Q2: 3,481 shares; 2025Q3: 3,493 shares; 2025Q4: 3,461 shares; 2026Q1: 3,463 shares; 2026Q2: 3,451 shares 3,451 $1.13M 0.21% -12 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 3,912 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,894 shares; 2026Q1: 3,944 shares; 2026Q2: 3,944 shares 3,944 $1.11M 0.21% 0 Timeline GNR 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: 22,103 shares; 2024Q4: 19,582 shares; 2025Q1: 19,112 shares; 2025Q2: 17,202 shares; 2025Q3: 17,892 shares; 2025Q4: 16,328 shares; 2026Q1: 16,328 shares; 2026Q2: 16,364 shares 16,364 $1.1M 0.21% +36 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,424 shares; 2024Q4: 4,424 shares; 2025Q1: 4,424 shares; 2025Q2: 4,424 shares; 2025Q3: 4,424 shares; 2025Q4: 4,424 shares; 2026Q1: 4,426 shares; 2026Q2: 4,426 shares 4,426 $1.07M 0.2% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,598 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,602 shares; 2025Q4: 1,605 shares; 2026Q1: 1,607 shares; 2026Q2: 11,584 shares 11,584 $998K 0.19% +9,977 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: 3,627 shares; 2024Q4: 3,627 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,638 shares; 2026Q1: 3,628 shares; 2026Q2: 3,657 shares 3,657 $995K 0.19% +29 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,760 shares; 2024Q4: 4,758 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 4,422 shares; 2026Q2: 4,422 shares 4,422 $978K 0.18% 0 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: 1,230 shares; 2024Q4: 1,294 shares; 2025Q1: 1,321 shares; 2025Q2: 1,276 shares; 2025Q3: 1,278 shares; 2025Q4: 1,282 shares; 2026Q1: 1,278 shares; 2026Q2: 1,368 shares 1,368 $939K 0.17% +90 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: 18,272 shares; 2024Q4: 16,312 shares; 2025Q1: 16,312 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 10,886 shares; 2026Q1: 10,886 shares; 2026Q2: 11,123 shares 11,123 $921K 0.17% +237 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: 30,074 shares; 2024Q4: 29,128 shares; 2025Q1: 28,553 shares; 2025Q2: 27,917 shares; 2025Q3: 27,917 shares; 2025Q4: 25,389 shares; 2026Q1: 25,389 shares; 2026Q2: 25,404 shares 25,404 $921K 0.17% +15 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: 4,478 shares; 2024Q4: 4,170 shares; 2025Q1: 4,150 shares; 2025Q2: 4,152 shares; 2025Q3: 4,199 shares; 2025Q4: 3,666 shares; 2026Q1: 3,874 shares; 2026Q2: 3,575 shares 3,575 $908K 0.17% -299 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,150 shares; 2024Q4: 23,912 shares; 2025Q1: 23,436 shares; 2025Q2: 20,535 shares; 2025Q3: 18,770 shares; 2025Q4: 18,489 shares; 2026Q1: 18,314 shares; 2026Q2: 18,314 shares 18,314 $906K 0.17% 0 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: 20,589 shares; 2024Q4: 20,353 shares; 2025Q1: 20,970 shares; 2025Q2: 18,262 shares; 2025Q3: 22,771 shares; 2025Q4: 21,678 shares; 2026Q1: 21,893 shares; 2026Q2: 22,548 shares 22,548 $895K 0.17% +655 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: 9,800 shares; 2024Q4: 31,052 shares; 2025Q1: 32,213 shares; 2025Q2: 32,345 shares; 2025Q3: 27,743 shares; 2025Q4: 26,928 shares; 2026Q1: 25,731 shares; 2026Q2: 26,419 shares 26,419 $838K 0.16% +688 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: not reported; 2024Q4: 715 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,549 shares; 2025Q4: 1,562 shares; 2026Q1: 2,306 shares; 2026Q2: 1,942 shares 1,942 $817K 0.15% -364 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: 3,667 shares; 2024Q4: 3,676 shares; 2025Q1: 3,682 shares; 2025Q2: 3,689 shares; 2025Q3: 3,696 shares; 2025Q4: 3,695 shares; 2026Q1: 3,701 shares; 2026Q2: 3,707 shares 3,707 $813K 0.15% +6 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: 5,474 shares; 2024Q4: 5,492 shares; 2025Q1: 5,524 shares; 2025Q2: 5,802 shares; 2025Q3: 5,911 shares; 2025Q4: 5,914 shares; 2026Q1: 5,930 shares; 2026Q2: 5,942 shares 5,942 $786K 0.15% +12 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: 5,413 shares; 2024Q4: 5,413 shares; 2025Q1: 5,413 shares; 2025Q2: 5,413 shares; 2025Q3: 5,413 shares; 2025Q4: 5,413 shares; 2026Q1: 5,413 shares; 2026Q2: 5,413 shares 5,413 $783K 0.15% 0 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: 11,515 shares; 2024Q4: 11,975 shares; 2025Q1: 11,977 shares; 2025Q2: 11,982 shares; 2025Q3: 12,245 shares; 2025Q4: 12,400 shares; 2026Q1: 12,064 shares; 2026Q2: 13,039 shares 13,039 $778K 0.14% +975 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: 14,260 shares; 2024Q4: 14,260 shares; 2025Q1: not reported; 2025Q2: 14,260 shares; 2025Q3: 14,260 shares; 2025Q4: 14,260 shares; 2026Q1: 14,260 shares; 2026Q2: 14,260 shares 14,260 $770K 0.14% 0 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: 6,942 shares; 2024Q4: 6,942 shares; 2025Q1: 6,942 shares; 2025Q2: 6,942 shares; 2025Q3: 6,942 shares; 2025Q4: 6,942 shares; 2026Q1: 6,942 shares; 2026Q2: 6,942 shares 6,942 $765K 0.14% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,503 shares; 2024Q4: 25,503 shares; 2025Q1: 25,247 shares; 2025Q2: 25,247 shares; 2025Q3: 25,247 shares; 2025Q4: 20,407 shares; 2026Q1: 20,407 shares; 2026Q2: 20,407 shares 20,407 $750K 0.14% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $737K 0.14% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 8,160 shares; 2025Q1: 8,160 shares; 2025Q2: 8,160 shares; 2025Q3: 8,160 shares; 2025Q4: 8,160 shares; 2026Q1: 8,160 shares; 2026Q2: 8,160 shares 8,160 $734K 0.14% 0 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,480 shares; 2024Q4: 13,480 shares; 2025Q1: 13,480 shares; 2025Q2: 13,388 shares; 2025Q3: 13,288 shares; 2025Q4: 12,238 shares; 2026Q1: 12,238 shares; 2026Q2: 12,238 shares 12,238 $720K 0.13% 0 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: 723 shares; 2024Q4: 723 shares; 2025Q1: 654 shares; 2025Q2: 741 shares; 2025Q3: 746 shares; 2025Q4: 753 shares; 2026Q1: 736 shares; 2026Q2: 756 shares 756 $708K 0.13% +20 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: 8,703 shares; 2024Q4: 8,711 shares; 2025Q1: 20,756 shares; 2025Q2: 20,714 shares; 2025Q3: 20,718 shares; 2025Q4: 20,702 shares; 2026Q1: 20,692 shares; 2026Q2: 8,696 shares 8,696 $707K 0.13% -11,996 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: 6,407 shares; 2024Q4: 6,612 shares; 2025Q1: 6,717 shares; 2025Q2: 6,772 shares; 2025Q3: 6,791 shares; 2025Q4: 6,991 shares; 2026Q1: 7,903 shares; 2026Q2: 7,767 shares 7,767 $687K 0.13% -136 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,259 shares; 2024Q4: 9,289 shares; 2025Q1: 9,762 shares; 2025Q2: 10,362 shares; 2025Q3: 10,542 shares; 2025Q4: 11,742 shares; 2026Q1: 12,898 shares; 2026Q2: 13,823 shares 13,823 $661K 0.12% +925 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,592 shares; 2024Q4: 7,618 shares; 2025Q1: 7,618 shares; 2025Q2: 7,646 shares; 2025Q3: 7,646 shares; 2025Q4: 8,702 shares; 2026Q1: 8,702 shares; 2026Q2: 8,726 shares 8,726 $581K 0.11% +24 Timeline MLPX 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: 7,864 shares; 2024Q4: 7,864 shares; 2025Q1: 7,442 shares; 2025Q2: 6,940 shares; 2025Q3: 6,940 shares; 2025Q4: 7,640 shares; 2026Q1: 7,578 shares; 2026Q2: 7,823 shares 7,823 $576K 0.11% +245 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: 4,686 shares; 2024Q4: 4,686 shares; 2025Q1: 4,744 shares; 2025Q2: 4,724 shares; 2025Q3: 4,761 shares; 2025Q4: 4,797 shares; 2026Q1: 5,184 shares; 2026Q2: 5,056 shares 5,056 $573K 0.11% -128 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: 2,395 shares; 2024Q4: 2,397 shares; 2025Q1: 2,400 shares; 2025Q2: 2,373 shares; 2025Q3: 2,400 shares; 2025Q4: 2,404 shares; 2026Q1: 2,373 shares; 2026Q2: 2,461 shares 2,461 $514K 0.1% +88 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: 4,762 shares; 2024Q4: 5,925 shares; 2025Q1: 5,897 shares; 2025Q2: 6,225 shares; 2025Q3: 6,819 shares; 2025Q4: 13,727 shares; 2026Q1: 7,569 shares; 2026Q2: 9,594 shares 9,594 $510K 0.09% +2,025 Timeline VTIP 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: 4,153 shares; 2026Q1: 8,156 shares; 2026Q2: 10,138 shares 10,138 $509K 0.09% +1,982 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $495K 0.09% 0 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 18,000 shares 18,000 $493K 0.09% +14,400 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: 3,851 shares; 2025Q3: 6,214 shares; 2025Q4: 6,299 shares; 2026Q1: 5,932 shares; 2026Q2: 5,999 shares 5,999 $465K 0.09% +67 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: not reported; 2024Q4: 1,076 shares; 2025Q1: 990 shares; 2025Q2: 1,330 shares; 2025Q3: 1,359 shares; 2025Q4: 1,368 shares; 2026Q1: 1,373 shares; 2026Q2: 1,515 shares 1,515 $459K 0.09% +142 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: 4,128 shares; 2024Q4: 13,118 shares; 2025Q1: 13,144 shares; 2025Q2: 13,175 shares; 2025Q3: 13,212 shares; 2025Q4: 12,885 shares; 2026Q1: 12,907 shares; 2026Q2: 12,400 shares 12,400 $457K 0.09% -507 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,029 shares; 2025Q2: 2,021 shares; 2025Q3: 2,026 shares; 2025Q4: 2,038 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $443K 0.08% 0 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: 16,419 shares; 2024Q4: 16,419 shares; 2025Q1: 15,312 shares; 2025Q2: 25,530 shares; 2025Q3: 23,855 shares; 2025Q4: 21,317 shares; 2026Q1: 21,362 shares; 2026Q2: 21,408 shares 21,408 $443K 0.08% +46 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: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares; 2026Q2: 2,134 shares 2,134 $442K 0.08% 0 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: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $438K 0.08% 0 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: 3,046 shares 3,046 $425K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,345 shares; 2025Q3: 12,355 shares; 2025Q4: 12,366 shares; 2026Q1: 12,530 shares; 2026Q2: 12,541 shares 12,541 $424K 0.08% +11 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,524 shares; 2024Q4: 4,280 shares; 2025Q1: 4,612 shares; 2025Q2: 4,619 shares; 2025Q3: 4,564 shares; 2025Q4: 4,451 shares; 2026Q1: 4,408 shares; 2026Q2: 4,408 shares 4,408 $422K 0.08% 0 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 8,003 shares; 2026Q2: 8,003 shares 8,003 $414K 0.08% 0 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: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $411K 0.08% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,287 shares; 2024Q4: 8,287 shares; 2025Q1: 8,287 shares; 2025Q2: 8,287 shares; 2025Q3: 8,287 shares; 2025Q4: 8,287 shares; 2026Q1: 8,287 shares; 2026Q2: 8,287 shares 8,287 $396K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,923 shares; 2025Q4: 4,188 shares; 2026Q1: 4,188 shares; 2026Q2: 3,338 shares 3,338 $392K 0.07% -850 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: 2,332 shares; 2024Q4: 2,346 shares; 2025Q1: 2,358 shares; 2025Q2: 2,370 shares; 2025Q3: 2,381 shares; 2025Q4: 2,394 shares; 2026Q1: 2,464 shares; 2026Q2: 2,475 shares 2,475 $391K 0.07% +11 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,093 shares; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 5,093 shares; 2026Q1: 5,093 shares; 2026Q2: 5,093 shares 5,093 $389K 0.07% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,852 shares; 2024Q4: 5,869 shares; 2025Q1: 5,822 shares; 2025Q2: 5,845 shares; 2025Q3: 5,871 shares; 2025Q4: 4,899 shares; 2026Q1: 4,424 shares; 2026Q2: 4,424 shares 4,424 $385K 0.07% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $380K 0.07% 0 Timeline VSGX 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: 3,713 shares; 2025Q3: 4,053 shares; 2025Q4: 4,296 shares; 2026Q1: 4,374 shares; 2026Q2: 4,586 shares 4,586 $378K 0.07% +212 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,917 shares; 2024Q4: 8,917 shares; 2025Q1: 8,917 shares; 2025Q2: 8,917 shares; 2025Q3: 8,917 shares; 2025Q4: 8,717 shares; 2026Q1: 8,717 shares; 2026Q2: 8,717 shares 8,717 $375K 0.07% 0 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: 1,530 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $373K 0.07% 0 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: 385 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 362 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 364 shares 364 $368K 0.07% +1 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $367K 0.07% 0 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: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 2,818 shares; 2025Q2: 2,840 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 2,739 shares; 2026Q2: 2,760 shares 2,760 $355K 0.07% +21 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: 982 shares; 2025Q3: 982 shares; 2025Q4: 959 shares; 2026Q1: 960 shares; 2026Q2: 894 shares 894 $334K 0.06% -66 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,740 shares 2,740 $333K 0.06% 0 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: 2,150 shares; 2024Q4: 2,200 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares; 2026Q2: 2,203 shares 2,203 $331K 0.06% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,932 shares; 2026Q2: 8,511 shares 8,511 $325K 0.06% +2,579 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 6,365 shares; 2026Q1: 6,365 shares; 2026Q2: 6,365 shares 6,365 $321K 0.06% 0 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: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 950 shares 950 $315K 0.06% -50 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 29,553 shares; 2026Q2: 29,553 shares 29,553 $314K 0.06% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 7,623 shares; 2026Q1: 10,065 shares; 2026Q2: 10,065 shares 10,065 $308K 0.06% 0 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 2,923 shares; 2025Q1: 2,811 shares; 2025Q2: 2,815 shares; 2025Q3: 2,819 shares; 2025Q4: 2,308 shares; 2026Q1: 2,314 shares; 2026Q2: 2,319 shares 2,319 $308K 0.06% +5 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: 2,388 shares; 2024Q4: 2,406 shares; 2025Q1: 2,415 shares; 2025Q2: 2,429 shares; 2025Q3: 2,444 shares; 2025Q4: 2,794 shares; 2026Q1: 2,805 shares; 2026Q2: 2,823 shares 2,823 $301K 0.06% +18 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 33,071 shares; 2025Q4: 34,663 shares; 2026Q1: 8,425 shares; 2026Q2: 11,525 shares 11,525 $299K 0.06% +3,100 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: 2,839 shares; 2024Q4: 2,839 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $295K 0.06% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS 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: 4,000 shares 4,000 $283K 0.05% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,350 shares; 2026Q1: 10,820 shares; 2026Q2: 10,820 shares 10,820 $281K 0.05% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,850 shares; 2024Q4: 14,850 shares; 2025Q1: 14,850 shares; 2025Q2: 14,850 shares; 2025Q3: 14,850 shares; 2025Q4: 14,850 shares; 2026Q1: 14,850 shares; 2026Q2: 14,850 shares 14,850 $275K 0.05% 0 Timeline MAGS 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: 4,182 shares; 2026Q2: 4,182 shares 4,182 $269K 0.05% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 6,005 shares; 2025Q1: 6,005 shares; 2025Q2: 6,005 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,005 shares; 2026Q2: 6,005 shares 6,005 $260K 0.05% 0 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,029 shares; 2024Q4: 6,339 shares; 2025Q1: 25,356 shares; 2025Q2: 28,183 shares; 2025Q3: 31,895 shares; 2025Q4: 33,062 shares; 2026Q1: 33,510 shares; 2026Q2: 15,469 shares 15,469 $257K 0.05% -18,041 Timeline IFRA 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: 4,064 shares; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares; 2026Q2: 4,064 shares 4,064 $256K 0.05% 0 Timeline JMUB 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: 7,706 shares; 2025Q1: 7,734 shares; 2025Q2: 7,172 shares; 2025Q3: 6,007 shares; 2025Q4: 6,035 shares; 2026Q1: 5,560 shares; 2026Q2: 5,038 shares 5,038 $255K 0.05% -522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,141 shares 2,141 $251K 0.05% new 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: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $250K 0.05% 0 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: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: not reported; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,224 shares; 2026Q1: 2,224 shares; 2026Q2: 2,224 shares 2,224 $245K 0.05% 0 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: 1,585 shares; 2024Q4: 1,485 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,991 shares; 2026Q1: 3,969 shares; 2026Q2: 973 shares 973 $245K 0.05% -2,996 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares 633 $239K 0.04% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,499 shares; 2024Q4: 15,310 shares; 2025Q1: 12,474 shares; 2025Q2: 12,474 shares; 2025Q3: 10,119 shares; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares; 2026Q2: 5,164 shares 5,164 $237K 0.04% 0 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: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,436 shares; 2026Q2: 1,236 shares 1,236 $235K 0.04% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,000 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $233K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,771 shares; 2025Q4: 1,773 shares; 2026Q1: not reported; 2026Q2: 1,777 shares 1,777 $227K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $224K 0.04% new 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: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,651 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,648 shares; 2026Q1: 1,634 shares; 2026Q2: 1,634 shares 1,634 $221K 0.04% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,857 shares; 2025Q3: 1,857 shares; 2025Q4: 1,857 shares; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $220K 0.04% new 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: 2,157 shares; 2024Q4: 2,157 shares; 2025Q1: 2,302 shares; 2025Q2: 2,278 shares; 2025Q3: 2,281 shares; 2025Q4: 2,270 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares 2,244 $216K 0.04% 0 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: not reported; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,506 shares 1,506 $214K 0.04% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,797 shares 3,797 $212K 0.04% new Timeline XLG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,406 shares; 2026Q1: not reported; 2026Q2: 3,410 shares 3,410 $209K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $207K 0.04% new Timeline XSHQ 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: 6,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $205K 0.04% new Timeline RSPN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,189 shares 3,189 $204K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,677 shares; 2026Q1: 8,345 shares; 2026Q2: 8,345 shares 8,345 $201K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $201K 0.04% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $76.8K 0.01% 0 Timeline