DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,152 shares; 2024Q4: 213,602 shares; 2025Q1: 213,602 shares; 2025Q2: 156,255 shares; 2025Q3: 167,316 shares; 2025Q4: 193,922 shares; 2026Q1: 221,686 shares; 2026Q2: 213,844 shares 213,844 $11.1M 3.44% -7,842 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,043 shares; 2024Q4: 198,796 shares; 2025Q1: 198,796 shares; 2025Q2: 211,329 shares; 2025Q3: 208,850 shares; 2025Q4: 204,969 shares; 2026Q1: 227,236 shares; 2026Q2: 231,158 shares 231,158 $9.54M 2.97% +3,922 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,964 shares; 2024Q4: 52,108 shares; 2025Q1: 52,108 shares; 2025Q2: 64,432 shares; 2025Q3: 76,059 shares; 2025Q4: 87,112 shares; 2026Q1: 98,791 shares; 2026Q2: 118,010 shares 118,010 $8.66M 2.7% +19,219 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,094 shares; 2024Q4: 344,840 shares; 2025Q1: 344,840 shares; 2025Q2: 359,087 shares; 2025Q3: 389,324 shares; 2025Q4: 402,441 shares; 2026Q1: 403,225 shares; 2026Q2: 407,228 shares 407,228 $7.28M 2.27% +4,003 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,258 shares; 2024Q4: 107,364 shares; 2025Q1: 107,364 shares; 2025Q2: 110,292 shares; 2025Q3: 110,329 shares; 2025Q4: 113,238 shares; 2026Q1: 119,689 shares; 2026Q2: 116,918 shares 116,918 $6.32M 1.97% -2,771 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: 24,143 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 24,079 shares; 2025Q3: 24,244 shares; 2025Q4: 21,611 shares; 2026Q1: 22,363 shares; 2026Q2: 21,991 shares 21,991 $5.34M 1.67% -372 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: 24,286 shares; 2024Q4: 24,441 shares; 2025Q1: 24,441 shares; 2025Q2: 24,053 shares; 2025Q3: 24,555 shares; 2025Q4: 23,964 shares; 2026Q1: 23,868 shares; 2026Q2: 24,497 shares 24,497 $5.34M 1.66% +629 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: 11,347 shares; 2024Q4: 11,195 shares; 2025Q1: 11,195 shares; 2025Q2: 6,926 shares; 2025Q3: 6,360 shares; 2025Q4: 6,599 shares; 2026Q1: 7,102 shares; 2026Q2: 7,301 shares 7,301 $5.01M 1.56% +199 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,619 shares; 2024Q4: 91,657 shares; 2025Q1: 91,657 shares; 2025Q2: 90,229 shares; 2025Q3: 89,557 shares; 2025Q4: 98,716 shares; 2026Q1: 113,320 shares; 2026Q2: 121,175 shares 121,175 $4.79M 1.49% +7,855 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: 51,632 shares; 2024Q4: 50,351 shares; 2025Q1: 50,351 shares; 2025Q2: 50,849 shares; 2025Q3: 51,702 shares; 2025Q4: 52,696 shares; 2026Q1: 57,292 shares; 2026Q2: 57,927 shares 57,927 $4.77M 1.49% +635 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: 14,763 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares; 2025Q2: 14,730 shares; 2025Q3: 14,807 shares; 2025Q4: 13,115 shares; 2026Q1: 14,281 shares; 2026Q2: 14,982 shares 14,982 $4.54M 1.42% +701 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: 11,657 shares; 2024Q4: 12,752 shares; 2025Q1: 12,752 shares; 2025Q2: 10,680 shares; 2025Q3: 10,503 shares; 2025Q4: 9,453 shares; 2026Q1: 9,309 shares; 2026Q2: 52,374 shares 52,374 $4.51M 1.41% +43,065 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: 48,896 shares; 2024Q4: 48,591 shares; 2025Q1: 48,591 shares; 2025Q2: 45,518 shares; 2025Q3: 45,826 shares; 2025Q4: 44,564 shares; 2026Q1: 43,390 shares; 2026Q2: 42,071 shares 42,071 $4.37M 1.36% -1,319 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: 26,762 shares; 2024Q4: 26,113 shares; 2025Q1: 26,113 shares; 2025Q2: 26,708 shares; 2025Q3: 26,297 shares; 2025Q4: 24,443 shares; 2026Q1: 24,376 shares; 2026Q2: 26,195 shares 26,195 $4.3M 1.34% +1,819 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,893 shares; 2024Q4: 55,986 shares; 2025Q1: 55,986 shares; 2025Q2: 67,540 shares; 2025Q3: 65,249 shares; 2025Q4: 71,340 shares; 2026Q1: 82,493 shares; 2026Q2: 94,243 shares 94,243 $3.93M 1.23% +11,750 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,894 shares; 2024Q4: 30,276 shares; 2025Q1: 30,276 shares; 2025Q2: 29,029 shares; 2025Q3: 28,109 shares; 2025Q4: 27,711 shares; 2026Q1: 27,604 shares; 2026Q2: 26,376 shares 26,376 $3.9M 1.21% -1,228 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: 8,157 shares; 2024Q4: 7,988 shares; 2025Q1: 7,988 shares; 2025Q2: 8,078 shares; 2025Q3: 8,052 shares; 2025Q4: 7,776 shares; 2026Q1: 7,724 shares; 2026Q2: 31,104 shares 31,104 $3.86M 1.2% +23,380 Timeline MGV 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: 23,969 shares; 2024Q4: 24,708 shares; 2025Q1: 24,708 shares; 2025Q2: 24,857 shares; 2025Q3: 24,871 shares; 2025Q4: 23,802 shares; 2026Q1: 23,857 shares; 2026Q2: 23,404 shares 23,404 $3.83M 1.19% -453 Timeline DFCF 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: 36,199 shares; 2024Q4: 39,717 shares; 2025Q1: 39,717 shares; 2025Q2: 45,187 shares; 2025Q3: 51,680 shares; 2025Q4: 61,387 shares; 2026Q1: 77,512 shares; 2026Q2: 89,796 shares 89,796 $3.79M 1.18% +12,284 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: 67,227 shares; 2024Q4: 66,717 shares; 2025Q1: 66,717 shares; 2025Q2: 66,509 shares; 2025Q3: 64,228 shares; 2025Q4: 64,356 shares; 2026Q1: 64,955 shares; 2026Q2: 65,628 shares 65,628 $3.61M 1.12% +673 Timeline DFEV 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: 70,754 shares; 2024Q4: 75,921 shares; 2025Q1: 75,921 shares; 2025Q2: 84,609 shares; 2025Q3: 84,277 shares; 2025Q4: 82,303 shares; 2026Q1: 81,022 shares; 2026Q2: 83,399 shares 83,399 $3.56M 1.11% +2,377 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: 42,642 shares; 2024Q4: 43,711 shares; 2025Q1: 43,711 shares; 2025Q2: 44,037 shares; 2025Q3: 46,136 shares; 2025Q4: 44,192 shares; 2026Q1: 42,270 shares; 2026Q2: 44,632 shares 44,632 $3.53M 1.1% +2,362 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,024 shares; 2024Q4: 117,134 shares; 2025Q1: 117,134 shares; 2025Q2: 92,236 shares; 2025Q3: 86,876 shares; 2025Q4: 86,415 shares; 2026Q1: 94,409 shares; 2026Q2: 87,485 shares 87,485 $3.52M 1.1% -6,924 Timeline DFAR 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: 87,543 shares; 2024Q4: 96,316 shares; 2025Q1: 96,316 shares; 2025Q2: 92,113 shares; 2025Q3: 97,622 shares; 2025Q4: 108,528 shares; 2026Q1: 125,831 shares; 2026Q2: 133,373 shares 133,373 $3.49M 1.09% +7,542 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: 10,982 shares; 2024Q4: 11,567 shares; 2025Q1: 11,567 shares; 2025Q2: 11,407 shares; 2025Q3: 11,092 shares; 2025Q4: 9,431 shares; 2026Q1: 9,797 shares; 2026Q2: 9,845 shares 9,845 $3.39M 1.06% +48 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,292 shares; 2024Q4: 75,340 shares; 2025Q1: 75,340 shares; 2025Q2: 106,229 shares; 2025Q3: 121,555 shares; 2025Q4: 136,955 shares; 2026Q1: 143,152 shares; 2026Q2: 144,099 shares 144,099 $3.31M 1.03% +947 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: 8,063 shares; 2024Q4: 8,892 shares; 2025Q1: 8,892 shares; 2025Q2: 8,075 shares; 2025Q3: 8,643 shares; 2025Q4: 8,645 shares; 2026Q1: 9,036 shares; 2026Q2: 8,782 shares 8,782 $3.25M 1.01% -254 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,704 shares; 2025Q1: 22,704 shares; 2025Q2: 53,392 shares; 2025Q3: 78,984 shares; 2025Q4: 110,365 shares; 2026Q1: 131,052 shares; 2026Q2: 141,191 shares 141,191 $3.15M 0.98% +10,139 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: 19,348 shares; 2024Q4: 21,396 shares; 2025Q1: 21,396 shares; 2025Q2: 11,998 shares; 2025Q3: 12,003 shares; 2025Q4: 11,278 shares; 2026Q1: 11,105 shares; 2026Q2: 10,431 shares 10,431 $3.02M 0.94% -674 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: 18,394 shares; 2024Q4: 11,601 shares; 2025Q1: 11,601 shares; 2025Q2: 10,660 shares; 2025Q3: 10,038 shares; 2025Q4: 9,164 shares; 2026Q1: 9,336 shares; 2026Q2: 37,296 shares 37,296 $3M 0.94% +27,960 Timeline HYS 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: 34,283 shares; 2024Q4: 35,253 shares; 2025Q1: 35,253 shares; 2025Q2: 32,239 shares; 2025Q3: 32,778 shares; 2025Q4: 31,877 shares; 2026Q1: 30,546 shares; 2026Q2: 32,044 shares 32,044 $3M 0.93% +1,498 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,855 shares; 2024Q4: 14,743 shares; 2025Q1: 14,743 shares; 2025Q2: 14,653 shares; 2025Q3: 14,171 shares; 2025Q4: 14,052 shares; 2026Q1: 13,782 shares; 2026Q2: 12,914 shares 12,914 $2.93M 0.91% -868 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,854 shares; 2024Q4: 81,748 shares; 2025Q1: 81,748 shares; 2025Q2: 83,522 shares; 2025Q3: 75,928 shares; 2025Q4: 75,444 shares; 2026Q1: 76,571 shares; 2026Q2: 72,054 shares 72,054 $2.89M 0.9% -4,517 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: 20,183 shares; 2024Q4: 22,902 shares; 2025Q1: 22,902 shares; 2025Q2: 28,111 shares; 2025Q3: 33,982 shares; 2025Q4: 33,923 shares; 2026Q1: 34,210 shares; 2026Q2: 34,956 shares 34,956 $2.89M 0.9% +746 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: 21,613 shares; 2024Q4: 20,835 shares; 2025Q1: 20,835 shares; 2025Q2: 17,418 shares; 2025Q3: 16,930 shares; 2025Q4: 16,034 shares; 2026Q1: 14,962 shares; 2026Q2: 13,902 shares 13,902 $2.78M 0.87% -1,060 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: 23,871 shares; 2024Q4: 23,743 shares; 2025Q1: 23,743 shares; 2025Q2: 23,922 shares; 2025Q3: 22,407 shares; 2025Q4: 20,700 shares; 2026Q1: 21,382 shares; 2026Q2: 21,327 shares 21,327 $2.73M 0.85% -55 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,630 shares; 2024Q4: 77,626 shares; 2025Q1: 77,626 shares; 2025Q2: 73,753 shares; 2025Q3: 65,403 shares; 2025Q4: 56,150 shares; 2026Q1: 51,076 shares; 2026Q2: 53,231 shares 53,231 $2.72M 0.85% +2,155 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,592 shares; 2024Q4: 65,110 shares; 2025Q1: 65,319 shares; 2025Q2: 65,137 shares; 2025Q3: 64,600 shares; 2025Q4: 64,015 shares; 2026Q1: 61,811 shares; 2026Q2: 61,507 shares 61,507 $2.68M 0.83% -304 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,726 shares; 2024Q4: 22,970 shares; 2025Q1: 22,970 shares; 2025Q2: 20,257 shares; 2025Q3: 20,337 shares; 2025Q4: 19,105 shares; 2026Q1: 19,129 shares; 2026Q2: 19,222 shares 19,222 $2.63M 0.82% +93 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: 7,966 shares; 2024Q4: 8,114 shares; 2025Q1: 8,114 shares; 2025Q2: 8,460 shares; 2025Q3: 8,268 shares; 2025Q4: 7,783 shares; 2026Q1: 7,045 shares; 2026Q2: 7,003 shares 7,003 $2.58M 0.8% -42 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: 4,572 shares; 2024Q4: 4,641 shares; 2025Q1: 4,641 shares; 2025Q2: 3,759 shares; 2025Q3: 3,666 shares; 2025Q4: 3,756 shares; 2026Q1: 3,457 shares; 2026Q2: 3,427 shares 3,427 $2.57M 0.8% -30 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,857 shares; 2024Q4: 36,516 shares; 2025Q1: 36,516 shares; 2025Q2: 36,422 shares; 2025Q3: 35,567 shares; 2025Q4: 34,384 shares; 2026Q1: 35,904 shares; 2026Q2: 36,365 shares 36,365 $2.54M 0.79% +461 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,461 shares; 2024Q4: 16,867 shares; 2025Q1: 16,867 shares; 2025Q2: 21,589 shares; 2025Q3: 22,074 shares; 2025Q4: 21,166 shares; 2026Q1: 27,735 shares; 2026Q2: 28,037 shares 28,037 $2.53M 0.79% +302 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,562 shares; 2024Q4: 22,819 shares; 2025Q1: 22,819 shares; 2025Q2: 22,318 shares; 2025Q3: 22,125 shares; 2025Q4: 22,125 shares; 2026Q1: 21,581 shares; 2026Q2: 21,285 shares 21,285 $2.5M 0.78% -296 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,508 shares; 2024Q4: 42,058 shares; 2025Q1: 42,058 shares; 2025Q2: 43,331 shares; 2025Q3: 43,940 shares; 2025Q4: 40,417 shares; 2026Q1: 40,096 shares; 2026Q2: 42,387 shares 42,387 $2.47M 0.77% +2,291 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: 8,691 shares; 2024Q4: 9,805 shares; 2025Q1: 9,805 shares; 2025Q2: 9,317 shares; 2025Q3: 9,762 shares; 2025Q4: 9,764 shares; 2026Q1: 9,741 shares; 2026Q2: 9,947 shares 9,947 $2.41M 0.75% +206 Timeline VIGI 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: 30,012 shares; 2024Q4: 28,874 shares; 2025Q1: 28,874 shares; 2025Q2: 30,496 shares; 2025Q3: 29,770 shares; 2025Q4: 29,368 shares; 2026Q1: 29,479 shares; 2026Q2: 25,641 shares 25,641 $2.39M 0.75% -3,838 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: 57,467 shares; 2024Q4: 54,273 shares; 2025Q1: 54,273 shares; 2025Q2: 53,766 shares; 2025Q3: 51,481 shares; 2025Q4: 47,610 shares; 2026Q1: 47,093 shares; 2026Q2: 45,607 shares 45,607 $2.26M 0.7% -1,486 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,706 shares; 2024Q4: 26,972 shares; 2025Q1: 26,972 shares; 2025Q2: 32,031 shares; 2025Q3: 33,545 shares; 2025Q4: 33,885 shares; 2026Q1: 35,970 shares; 2026Q2: 38,021 shares 38,021 $2.24M 0.7% +2,051 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: 30,086 shares; 2024Q4: 29,770 shares; 2025Q1: 29,770 shares; 2025Q2: 28,054 shares; 2025Q3: 30,602 shares; 2025Q4: 29,444 shares; 2026Q1: 28,736 shares; 2026Q2: 29,008 shares 29,008 $2.24M 0.7% +272 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: 17,219 shares; 2024Q4: 17,219 shares; 2025Q1: 17,219 shares; 2025Q2: 18,226 shares; 2025Q3: 18,298 shares; 2025Q4: 20,426 shares; 2026Q1: 20,654 shares; 2026Q2: 23,002 shares 23,002 $2.2M 0.68% +2,348 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,372 shares; 2024Q4: 63,588 shares; 2025Q1: 63,588 shares; 2025Q2: 54,252 shares; 2025Q3: 52,819 shares; 2025Q4: 54,094 shares; 2026Q1: 60,386 shares; 2026Q2: 63,732 shares 63,732 $2.17M 0.68% +3,346 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: 28,991 shares; 2024Q4: 27,838 shares; 2025Q1: 27,838 shares; 2025Q2: 27,860 shares; 2025Q3: 27,891 shares; 2025Q4: 27,123 shares; 2026Q1: 26,394 shares; 2026Q2: 26,217 shares 26,217 $2.15M 0.67% -177 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,024 shares; 2024Q4: 68,666 shares; 2025Q1: 68,666 shares; 2025Q2: 40,084 shares; 2025Q3: 40,093 shares; 2025Q4: 40,100 shares; 2026Q1: 39,961 shares; 2026Q2: 39,355 shares 39,355 $2.05M 0.64% -606 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,819 shares; 2024Q4: 26,875 shares; 2025Q1: 26,875 shares; 2025Q2: 31,278 shares; 2025Q3: 30,591 shares; 2025Q4: 23,837 shares; 2026Q1: 29,562 shares; 2026Q2: 37,031 shares 37,031 $1.97M 0.62% +7,469 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,584 shares; 2024Q4: 19,604 shares; 2025Q1: 19,604 shares; 2025Q2: 20,427 shares; 2025Q3: 20,392 shares; 2025Q4: 20,419 shares; 2026Q1: 23,306 shares; 2026Q2: 23,660 shares 23,660 $1.94M 0.6% +354 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,194 shares; 2024Q4: 30,232 shares; 2025Q1: 30,232 shares; 2025Q2: 34,168 shares; 2025Q3: 37,731 shares; 2025Q4: 40,673 shares; 2026Q1: 44,553 shares; 2026Q2: 49,544 shares 49,544 $1.92M 0.6% +4,991 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,753 shares; 2024Q4: 64,044 shares; 2025Q1: 64,044 shares; 2025Q2: 61,192 shares; 2025Q3: 56,574 shares; 2025Q4: 55,936 shares; 2026Q1: 55,554 shares; 2026Q2: 54,615 shares 54,615 $1.91M 0.6% -939 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: 25,644 shares; 2024Q4: 25,946 shares; 2025Q1: 25,946 shares; 2025Q2: 21,520 shares; 2025Q3: 20,139 shares; 2025Q4: 19,616 shares; 2026Q1: 20,350 shares; 2026Q2: 19,470 shares 19,470 $1.91M 0.6% -880 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,162 shares; 2024Q4: 49,756 shares; 2025Q1: 49,756 shares; 2025Q2: 50,320 shares; 2025Q3: 45,981 shares; 2025Q4: 43,506 shares; 2026Q1: 44,337 shares; 2026Q2: 43,524 shares 43,524 $1.88M 0.59% -813 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,389 shares; 2025Q1: 11,389 shares; 2025Q2: 21,559 shares; 2025Q3: 27,915 shares; 2025Q4: 41,274 shares; 2026Q1: 61,977 shares; 2026Q2: 85,992 shares 85,992 $1.87M 0.58% +24,015 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,857 shares; 2024Q4: 17,324 shares; 2025Q1: 17,324 shares; 2025Q2: 33,607 shares; 2025Q3: 37,027 shares; 2025Q4: 38,256 shares; 2026Q1: 45,797 shares; 2026Q2: 49,854 shares 49,854 $1.86M 0.58% +4,057 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: 21,488 shares; 2024Q4: 21,574 shares; 2025Q1: 21,574 shares; 2025Q2: 20,282 shares; 2025Q3: 19,745 shares; 2025Q4: 18,491 shares; 2026Q1: 22,744 shares; 2026Q2: 24,905 shares 24,905 $1.77M 0.55% +2,161 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: 8,688 shares; 2024Q4: 15,053 shares; 2025Q1: 15,053 shares; 2025Q2: 16,144 shares; 2025Q3: 15,451 shares; 2025Q4: 15,096 shares; 2026Q1: 15,082 shares; 2026Q2: 15,326 shares 15,326 $1.73M 0.54% +244 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: 25,059 shares; 2024Q4: 27,648 shares; 2025Q1: 27,648 shares; 2025Q2: 25,867 shares; 2025Q3: 29,671 shares; 2025Q4: 29,441 shares; 2026Q1: 29,182 shares; 2026Q2: 33,791 shares 33,791 $1.71M 0.53% +4,609 Timeline VPU 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: 8,140 shares; 2024Q4: 8,179 shares; 2025Q1: 8,179 shares; 2025Q2: 7,849 shares; 2025Q3: 7,915 shares; 2025Q4: 7,758 shares; 2026Q1: 8,767 shares; 2026Q2: 8,701 shares 8,701 $1.7M 0.53% -66 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: 36,696 shares; 2024Q4: 37,529 shares; 2025Q1: 37,529 shares; 2025Q2: 38,335 shares; 2025Q3: 37,051 shares; 2025Q4: 34,378 shares; 2026Q1: 32,450 shares; 2026Q2: 33,415 shares 33,415 $1.68M 0.52% +965 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,415 shares; 2024Q4: 25,041 shares; 2025Q1: 25,041 shares; 2025Q2: 22,114 shares; 2025Q3: 24,897 shares; 2025Q4: 23,998 shares; 2026Q1: 28,721 shares; 2026Q2: 33,247 shares 33,247 $1.61M 0.5% +4,526 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: 7,691 shares; 2024Q4: 7,697 shares; 2025Q1: 7,697 shares; 2025Q2: 4,176 shares; 2025Q3: 4,160 shares; 2025Q4: 4,180 shares; 2026Q1: 4,267 shares; 2026Q2: 4,220 shares 4,220 $1.57M 0.49% -47 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: 12,683 shares; 2024Q4: 11,493 shares; 2025Q1: 11,493 shares; 2025Q2: 10,985 shares; 2025Q3: 10,984 shares; 2025Q4: 10,685 shares; 2026Q1: 10,685 shares; 2026Q2: 10,660 shares 10,660 $1.56M 0.49% -25 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: 17,250 shares; 2024Q4: 49,741 shares; 2025Q1: 49,741 shares; 2025Q2: 40,814 shares; 2025Q3: 39,095 shares; 2025Q4: 37,917 shares; 2026Q1: 42,782 shares; 2026Q2: 47,590 shares 47,590 $1.51M 0.47% +4,808 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 13,684 shares; 2025Q4: 18,540 shares; 2026Q1: 24,753 shares; 2026Q2: 26,565 shares 26,565 $1.47M 0.46% +1,812 Timeline VFMV 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: 1,649 shares; 2024Q4: 8,284 shares; 2025Q1: 8,284 shares; 2025Q2: 9,245 shares; 2025Q3: 9,904 shares; 2025Q4: 10,167 shares; 2026Q1: 10,143 shares; 2026Q2: 10,291 shares 10,291 $1.43M 0.45% +148 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 5,225 shares; 2025Q1: 5,225 shares; 2025Q2: 3,550 shares; 2025Q3: 3,413 shares; 2025Q4: 4,017 shares; 2026Q1: 10,936 shares; 2026Q2: 18,396 shares 18,396 $1.43M 0.45% +7,460 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: 15,607 shares; 2024Q4: 14,698 shares; 2025Q1: 14,698 shares; 2025Q2: 11,912 shares; 2025Q3: 11,529 shares; 2025Q4: 11,536 shares; 2026Q1: 10,427 shares; 2026Q2: 8,812 shares 8,812 $1.39M 0.43% -1,615 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,731 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,434 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,470 shares 3,470 $1.37M 0.43% +1 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: 3,596 shares; 2024Q4: 3,655 shares; 2025Q1: 3,655 shares; 2025Q2: 3,625 shares; 2025Q3: 3,632 shares; 2025Q4: 3,584 shares; 2026Q1: 3,536 shares; 2026Q2: 3,542 shares 3,542 $1.34M 0.42% +6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,497 shares; 2024Q4: 23,742 shares; 2025Q1: 23,742 shares; 2025Q2: 21,436 shares; 2025Q3: 21,436 shares; 2025Q4: 21,095 shares; 2026Q1: 20,189 shares; 2026Q2: 19,433 shares 19,433 $1.33M 0.41% -756 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,422 shares; 2024Q4: 9,188 shares; 2025Q1: 9,188 shares; 2025Q2: 9,396 shares; 2025Q3: 9,830 shares; 2025Q4: 11,409 shares; 2026Q1: 11,102 shares; 2026Q2: 11,701 shares 11,701 $1.28M 0.4% +599 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 106,775 shares; 2026Q1: 101,277 shares; 2026Q2: 98,004 shares 98,004 $1.28M 0.4% -3,273 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,477 shares; 2024Q4: 8,078 shares; 2025Q1: 8,078 shares; 2025Q2: 8,006 shares; 2025Q3: 7,621 shares; 2025Q4: 7,271 shares; 2026Q1: 7,271 shares; 2026Q2: 6,959 shares 6,959 $1.24M 0.39% -312 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,771 shares; 2024Q4: 50,514 shares; 2025Q1: 50,514 shares; 2025Q2: 49,807 shares; 2025Q3: 48,965 shares; 2025Q4: 40,141 shares; 2026Q1: 41,497 shares; 2026Q2: 41,964 shares 41,964 $1.24M 0.39% +467 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,216 shares; 2024Q4: 35,512 shares; 2025Q1: 35,512 shares; 2025Q2: 35,316 shares; 2025Q3: 31,039 shares; 2025Q4: 23,183 shares; 2026Q1: 20,399 shares; 2026Q2: 23,627 shares 23,627 $1.18M 0.37% +3,228 Timeline VCLT 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: 1,196 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,733 shares; 2026Q1: 12,542 shares; 2026Q2: 14,808 shares 14,808 $1.11M 0.35% +2,266 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 10,496 shares; 2025Q1: 10,496 shares; 2025Q2: 11,087 shares; 2025Q3: 12,262 shares; 2025Q4: 12,861 shares; 2026Q1: 12,766 shares; 2026Q2: 12,773 shares 12,773 $1.09M 0.34% +7 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,895 shares; 2024Q4: 37,854 shares; 2025Q1: 37,854 shares; 2025Q2: 38,756 shares; 2025Q3: 37,739 shares; 2025Q4: 34,888 shares; 2026Q1: 34,869 shares; 2026Q2: 36,485 shares 36,485 $1.07M 0.33% +1,616 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,147 shares; 2024Q4: 18,472 shares; 2025Q1: 18,472 shares; 2025Q2: 16,668 shares; 2025Q3: 16,078 shares; 2025Q4: 15,935 shares; 2026Q1: 15,932 shares; 2026Q2: 14,863 shares 14,863 $996K 0.31% -1,069 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,139 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 13,247 shares; 2025Q3: 13,011 shares; 2025Q4: 14,616 shares; 2026Q1: 15,794 shares; 2026Q2: 16,495 shares 16,495 $964K 0.3% +701 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,945 shares; 2024Q4: 12,661 shares; 2025Q1: 12,661 shares; 2025Q2: 14,367 shares; 2025Q3: 15,032 shares; 2025Q4: 12,471 shares; 2026Q1: 12,550 shares; 2026Q2: 12,208 shares 12,208 $930K 0.29% -342 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 5,313 shares; 2025Q1: 5,313 shares; 2025Q2: 4,679 shares; 2025Q3: 4,774 shares; 2025Q4: 4,822 shares; 2026Q1: 4,898 shares; 2026Q2: 4,703 shares 4,703 $929K 0.29% -195 Timeline FNDB 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: 3,405 shares; 2024Q4: 19,682 shares; 2025Q1: 19,682 shares; 2025Q2: 24,119 shares; 2025Q3: 28,276 shares; 2025Q4: 28,919 shares; 2026Q1: 29,425 shares; 2026Q2: 29,189 shares 29,189 $889K 0.28% -236 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: 15,511 shares; 2024Q4: 17,253 shares; 2025Q1: 17,253 shares; 2025Q2: 20,461 shares; 2025Q3: 20,098 shares; 2025Q4: 10,732 shares; 2026Q1: 14,727 shares; 2026Q2: 16,409 shares 16,409 $866K 0.27% +1,682 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,243 shares; 2024Q4: 19,243 shares; 2025Q1: 19,243 shares; 2025Q2: 19,243 shares; 2025Q3: 19,243 shares; 2025Q4: 16,971 shares; 2026Q1: 16,971 shares; 2026Q2: 16,971 shares 16,971 $858K 0.27% 0 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: 7,439 shares; 2024Q4: 9,711 shares; 2025Q1: 9,711 shares; 2025Q2: 12,447 shares; 2025Q3: 13,377 shares; 2025Q4: 13,708 shares; 2026Q1: 14,282 shares; 2026Q2: 14,830 shares 14,830 $810K 0.25% +548 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: 3,066 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,216 shares; 2026Q2: 2,214 shares 2,214 $810K 0.25% -2 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: 5,747 shares; 2024Q4: 5,702 shares; 2025Q1: 5,702 shares; 2025Q2: 5,001 shares; 2025Q3: 5,195 shares; 2025Q4: 5,220 shares; 2026Q1: 5,175 shares; 2026Q2: 5,441 shares 5,441 $807K 0.25% +266 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,832 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,529 shares; 2025Q3: 12,157 shares; 2025Q4: 11,150 shares; 2026Q1: 10,820 shares; 2026Q2: 10,354 shares 10,354 $800K 0.25% -466 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: 7,191 shares; 2024Q4: 7,189 shares; 2025Q1: 7,189 shares; 2025Q2: 3,479 shares; 2025Q3: 3,424 shares; 2025Q4: 3,294 shares; 2026Q1: 3,299 shares; 2026Q2: 3,319 shares 3,319 $791K 0.25% +20 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,373 shares; 2024Q4: 12,479 shares; 2025Q1: 12,479 shares; 2025Q2: 12,202 shares; 2025Q3: 11,112 shares; 2025Q4: 10,717 shares; 2026Q1: 11,111 shares; 2026Q2: 10,129 shares 10,129 $775K 0.24% -982 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,585 shares; 2024Q4: 9,029 shares; 2025Q1: 9,029 shares; 2025Q2: 8,968 shares; 2025Q3: 8,981 shares; 2025Q4: 7,397 shares; 2026Q1: 8,750 shares; 2026Q2: 8,627 shares 8,627 $775K 0.24% -123 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: 18,251 shares; 2024Q4: 18,337 shares; 2025Q1: 18,337 shares; 2025Q2: 12,810 shares; 2025Q3: 12,886 shares; 2025Q4: 12,344 shares; 2026Q1: 11,787 shares; 2026Q2: 12,848 shares 12,848 $767K 0.24% +1,061 Timeline ISVL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,076 shares; 2024Q4: 19,347 shares; 2025Q1: 19,347 shares; 2025Q2: 18,362 shares; 2025Q3: 16,037 shares; 2025Q4: 15,658 shares; 2026Q1: 15,291 shares; 2026Q2: 14,930 shares 14,930 $752K 0.23% -361 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.23% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,218 shares; 2025Q3: 2,219 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,221 shares 2,221 $744K 0.23% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,751 shares; 2024Q4: 12,517 shares; 2025Q1: 12,517 shares; 2025Q2: 9,653 shares; 2025Q3: 7,809 shares; 2025Q4: 7,341 shares; 2026Q1: 6,938 shares; 2026Q2: 7,114 shares 7,114 $727K 0.23% +176 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 3,074 shares; 2025Q1: 3,074 shares; 2025Q2: 6,552 shares; 2025Q3: 7,598 shares; 2025Q4: 7,161 shares; 2026Q1: 9,150 shares; 2026Q2: 9,487 shares 9,487 $720K 0.22% +337 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,953 shares; 2024Q4: 9,897 shares; 2025Q1: 9,897 shares; 2025Q2: 9,943 shares; 2025Q3: 9,941 shares; 2025Q4: 12,144 shares; 2026Q1: 11,620 shares; 2026Q2: 13,996 shares 13,996 $708K 0.22% +2,376 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: 8,484 shares; 2024Q4: 8,419 shares; 2025Q1: 8,419 shares; 2025Q2: 1,828 shares; 2025Q3: 1,828 shares; 2025Q4: 3,656 shares; 2026Q1: 3,702 shares; 2026Q2: 3,702 shares 3,702 $705K 0.22% 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: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 607 shares 607 $701K 0.22% -67 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: 19,114 shares; 2024Q4: 40,700 shares; 2025Q1: 40,700 shares; 2025Q2: 19,269 shares; 2025Q3: 20,381 shares; 2025Q4: 22,201 shares; 2026Q1: 23,954 shares; 2026Q2: 24,064 shares 24,064 $667K 0.21% +110 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: 4,480 shares; 2024Q4: 4,455 shares; 2025Q1: 4,455 shares; 2025Q2: 1,936 shares; 2025Q3: 1,887 shares; 2025Q4: 1,870 shares; 2026Q1: 1,871 shares; 2026Q2: 1,872 shares 1,872 $661K 0.21% +1 Timeline MGC 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: 1,514 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 2,142 shares; 2025Q3: 2,099 shares; 2025Q4: 1,867 shares; 2026Q1: 2,331 shares; 2026Q2: 2,382 shares 2,382 $652K 0.2% +51 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: 13,404 shares; 2024Q4: 13,732 shares; 2025Q1: 13,732 shares; 2025Q2: 13,441 shares; 2025Q3: 12,882 shares; 2025Q4: 10,096 shares; 2026Q1: 10,096 shares; 2026Q2: 9,974 shares 9,974 $606K 0.19% -122 Timeline EQWL 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: 351 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 3,536 shares; 2025Q3: 3,636 shares; 2025Q4: 3,675 shares; 2026Q1: 4,734 shares; 2026Q2: 4,635 shares 4,635 $598K 0.19% -99 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,967 shares; 2024Q4: 8,541 shares; 2025Q1: 8,541 shares; 2025Q2: 8,840 shares; 2025Q3: 9,965 shares; 2025Q4: 10,057 shares; 2026Q1: 12,190 shares; 2026Q2: 12,278 shares 12,278 $593K 0.18% +88 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 4,137 shares; 2025Q3: 4,388 shares; 2025Q4: 4,602 shares; 2026Q1: 4,786 shares; 2026Q2: 4,807 shares 4,807 $588K 0.18% +21 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 928 shares; 2026Q2: 928 shares 928 $572K 0.18% 0 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: 8,542 shares; 2024Q4: 8,716 shares; 2025Q1: 8,716 shares; 2025Q2: 6,365 shares; 2025Q3: 6,306 shares; 2025Q4: 5,945 shares; 2026Q1: 5,881 shares; 2026Q2: 5,887 shares 5,887 $569K 0.18% +6 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: 350 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,409 shares; 2025Q3: 2,412 shares; 2025Q4: 2,429 shares; 2026Q1: 2,444 shares; 2026Q2: 2,609 shares 2,609 $555K 0.17% +165 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,789 shares; 2024Q4: 7,512 shares; 2025Q1: 7,512 shares; 2025Q2: 6,581 shares; 2025Q3: 6,581 shares; 2025Q4: 6,441 shares; 2026Q1: 6,483 shares; 2026Q2: 4,682 shares 4,682 $546K 0.17% -1,801 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,397 shares; 2024Q4: 12,862 shares; 2025Q1: 12,862 shares; 2025Q2: 13,278 shares; 2025Q3: 12,937 shares; 2025Q4: 10,839 shares; 2026Q1: 10,867 shares; 2026Q2: 10,987 shares 10,987 $525K 0.16% +120 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,242 shares; 2024Q4: 7,086 shares; 2025Q1: 7,086 shares; 2025Q2: 6,927 shares; 2025Q3: 6,507 shares; 2025Q4: 5,826 shares; 2026Q1: 5,826 shares; 2026Q2: 5,827 shares 5,827 $519K 0.16% +1 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $507K 0.16% 0 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: 1,071 shares; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 445 shares; 2025Q3: 540 shares; 2025Q4: 541 shares; 2026Q1: 662 shares; 2026Q2: 678 shares 678 $506K 0.16% +16 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: 7,279 shares; 2024Q4: 8,818 shares; 2025Q1: 8,818 shares; 2025Q2: 8,915 shares; 2025Q3: 9,937 shares; 2025Q4: 8,006 shares; 2026Q1: 8,167 shares; 2026Q2: 8,031 shares 8,031 $500K 0.16% -136 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: 3,835 shares; 2024Q4: 3,869 shares; 2025Q1: 3,869 shares; 2025Q2: 3,609 shares; 2025Q3: 3,562 shares; 2025Q4: 3,563 shares; 2026Q1: 3,576 shares; 2026Q2: 3,624 shares 3,624 $498K 0.16% +48 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: 13,032 shares; 2024Q4: 13,382 shares; 2025Q1: 13,382 shares; 2025Q2: 12,197 shares; 2025Q3: 13,294 shares; 2025Q4: 13,213 shares; 2026Q1: 13,397 shares; 2026Q2: 9,744 shares 9,744 $493K 0.15% -3,653 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: 24,734 shares; 2024Q4: 99,935 shares; 2025Q1: 99,935 shares; 2025Q2: 1,035 shares; 2025Q3: 2,541 shares; 2025Q4: 4,561 shares; 2026Q1: 14,065 shares; 2026Q2: 14,467 shares 14,467 $490K 0.15% +402 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 2,020 shares; 2025Q4: 2,008 shares; 2026Q1: 2,686 shares; 2026Q2: 4,871 shares 4,871 $482K 0.15% +2,185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,759 shares; 2026Q1: 4,728 shares; 2026Q2: 6,326 shares 6,326 $466K 0.15% +1,598 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: 914 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,762 shares; 2025Q3: 1,856 shares; 2025Q4: 2,289 shares; 2026Q1: 2,293 shares; 2026Q2: 2,103 shares 2,103 $461K 0.14% -190 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: 540 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 1,075 shares; 2025Q3: 483 shares; 2025Q4: 471 shares; 2026Q1: 497 shares; 2026Q2: 3,824 shares 3,824 $457K 0.14% +3,327 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 164 shares; 2025Q3: 442 shares; 2025Q4: 151 shares; 2026Q1: 361 shares; 2026Q2: 385 shares 385 $453K 0.14% +24 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $448K 0.14% 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: 954 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,196 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,134 shares 4,134 $445K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $443K 0.14% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,073 shares; 2025Q3: 4,073 shares; 2025Q4: 4,073 shares; 2026Q1: 7,583 shares; 2026Q2: 8,663 shares 8,663 $431K 0.13% +1,080 Timeline DFIP 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: 8,548 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,408 shares; 2025Q3: 9,972 shares; 2025Q4: 10,190 shares; 2026Q1: 10,255 shares; 2026Q2: 10,453 shares 10,453 $431K 0.13% +198 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 1,120 shares; 2026Q1: 1,276 shares; 2026Q2: 1,382 shares 1,382 $418K 0.13% +106 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 9,169 shares; 2026Q1: 14,883 shares; 2026Q2: 14,708 shares 14,708 $411K 0.13% -175 Timeline ENFR 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: 28,892 shares; 2024Q4: 28,977 shares; 2025Q1: 28,977 shares; 2025Q2: 25,788 shares; 2025Q3: 19,419 shares; 2025Q4: 12,683 shares; 2026Q1: 10,501 shares; 2026Q2: 10,660 shares 10,660 $406K 0.13% +159 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: 3,100 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,807 shares; 2025Q3: 2,810 shares; 2025Q4: 2,463 shares; 2026Q1: 2,444 shares; 2026Q2: 2,449 shares 2,449 $403K 0.13% +5 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: 8,984 shares; 2024Q4: 9,161 shares; 2025Q1: 9,161 shares; 2025Q2: 5,770 shares; 2025Q3: 5,868 shares; 2025Q4: 5,088 shares; 2026Q1: 4,179 shares; 2026Q2: 4,148 shares 4,148 $400K 0.12% -31 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,330 shares; 2025Q3: 19,940 shares; 2025Q4: 19,940 shares; 2026Q1: 19,940 shares; 2026Q2: 19,940 shares 19,940 $391K 0.12% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,523 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares; 2026Q1: 5,610 shares; 2026Q2: 4,029 shares 4,029 $389K 0.12% -1,581 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,354 shares; 2025Q3: 19,939 shares; 2025Q4: 19,939 shares; 2026Q1: 19,879 shares; 2026Q2: 19,879 shares 19,879 $388K 0.12% 0 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: 2,957 shares; 2024Q4: 12,439 shares; 2025Q1: 12,439 shares; 2025Q2: 14,749 shares; 2025Q3: 14,800 shares; 2025Q4: 13,384 shares; 2026Q1: 12,653 shares; 2026Q2: 12,216 shares 12,216 $380K 0.12% -437 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $379K 0.12% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 1,121 shares; 2025Q3: 1,372 shares; 2025Q4: 1,537 shares; 2026Q1: 1,647 shares; 2026Q2: 1,671 shares 1,671 $377K 0.12% +24 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: 4,866 shares; 2024Q4: 11,367 shares; 2025Q1: 11,367 shares; 2025Q2: 12,138 shares; 2025Q3: 9,206 shares; 2025Q4: 9,182 shares; 2026Q1: 8,952 shares; 2026Q2: 7,984 shares 7,984 $375K 0.12% -968 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $374K 0.12% 0 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: 1,334 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,486 shares; 2025Q3: 1,410 shares; 2025Q4: 1,124 shares; 2026Q1: 1,219 shares; 2026Q2: 1,238 shares 1,238 $370K 0.12% +19 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,390 shares; 2025Q4: 1,391 shares; 2026Q1: 1,318 shares; 2026Q2: 1,319 shares 1,319 $355K 0.11% +1 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: 991 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 901 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $348K 0.11% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,785 shares; 2025Q3: 6,932 shares; 2025Q4: 7,234 shares; 2026Q1: 7,251 shares; 2026Q2: 7,311 shares 7,311 $341K 0.11% +60 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: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $338K 0.11% 0 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: 341 shares 341 $329K 0.1% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,739 shares 1,739 $325K 0.1% 0 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 6,995 shares; 2025Q1: 6,995 shares; 2025Q2: 7,566 shares; 2025Q3: 7,574 shares; 2025Q4: 7,551 shares; 2026Q1: 7,551 shares; 2026Q2: 7,551 shares 7,551 $325K 0.1% 0 Timeline BLCN SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,387 shares; 2024Q4: 17,189 shares; 2025Q1: 17,189 shares; 2025Q2: 19,136 shares; 2025Q3: 20,405 shares; 2025Q4: 18,761 shares; 2026Q1: 18,947 shares; 2026Q2: 12,716 shares 12,716 $323K 0.1% -6,231 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: 245 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 1,044 shares; 2025Q3: 365 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 547 shares 547 $318K 0.1% +185 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 850 shares; 2025Q3: 858 shares; 2025Q4: 865 shares; 2026Q1: 872 shares; 2026Q2: 1,842 shares 1,842 $311K 0.1% +970 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,102 shares; 2024Q4: 11,117 shares; 2025Q1: 11,117 shares; 2025Q2: 1,206 shares; 2025Q3: 2,501 shares; 2025Q4: 3,574 shares; 2026Q1: 4,191 shares; 2026Q2: 4,042 shares 4,042 $310K 0.1% -149 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 6,735 shares 6,735 $299K 0.09% +5,915 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: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,535 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares; 2026Q2: 1,348 shares 1,348 $298K 0.09% -200 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 1,558 shares; 2025Q3: 1,601 shares; 2025Q4: 1,889 shares; 2026Q1: 1,899 shares; 2026Q2: 2,633 shares 2,633 $287K 0.09% +734 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $280K 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 446 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $279K 0.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 646 shares 646 $275K 0.09% -112 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: 487 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 475 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $268K 0.08% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: 1,986 shares; 2025Q3: 2,262 shares; 2025Q4: 2,252 shares; 2026Q1: 2,218 shares; 2026Q2: 2,221 shares 2,221 $265K 0.08% +3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,060 shares; 2024Q4: 10,179 shares; 2025Q1: 10,179 shares; 2025Q2: 2,258 shares; 2025Q3: 2,508 shares; 2025Q4: 2,546 shares; 2026Q1: 2,319 shares; 2026Q2: 2,408 shares 2,408 $264K 0.08% +89 Timeline DEHP 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: 18,891 shares; 2024Q4: 17,616 shares; 2025Q1: 17,616 shares; 2025Q2: 14,634 shares; 2025Q3: 6,062 shares; 2025Q4: 6,094 shares; 2026Q1: 6,117 shares; 2026Q2: 6,149 shares 6,149 $263K 0.08% +32 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,549 shares; 2024Q4: 5,336 shares; 2025Q1: 5,336 shares; 2025Q2: 3,934 shares; 2025Q3: 4,181 shares; 2025Q4: 4,219 shares; 2026Q1: 4,244 shares; 2026Q2: 4,053 shares 4,053 $263K 0.08% -191 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 3,772 shares; 2025Q1: 3,772 shares; 2025Q2: 3,772 shares; 2025Q3: 3,772 shares; 2025Q4: 3,772 shares; 2026Q1: 3,772 shares; 2026Q2: 3,772 shares 3,772 $255K 0.08% 0 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: 836 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 527 shares; 2025Q3: 521 shares; 2025Q4: 624 shares; 2026Q1: 419 shares; 2026Q2: 346 shares 346 $255K 0.08% -73 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 2 shares; 2026Q2: 110 shares 110 $249K 0.08% +108 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: 1,904 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 1,879 shares; 2025Q3: 2,104 shares; 2025Q4: 2,105 shares; 2026Q1: 2,115 shares; 2026Q2: 2,117 shares 2,117 $249K 0.08% +2 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: 859 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 815 shares 815 $245K 0.08% +411 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 712 shares 712 $244K 0.08% +562 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $244K 0.08% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,451 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,234 shares; 2025Q3: 5,331 shares; 2025Q4: 5,198 shares; 2026Q1: 4,602 shares; 2026Q2: 4,612 shares 4,612 $242K 0.08% +10 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 749 shares; 2026Q2: 557 shares 557 $241K 0.08% -192 Timeline IMCV 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: 1,751 shares; 2026Q2: 2,609 shares 2,609 $238K 0.07% +858 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: 340 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 356 shares; 2025Q3: 29 shares; 2025Q4: 112 shares; 2026Q1: 15 shares; 2026Q2: 196 shares 196 $235K 0.07% +181 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 901 shares; 2025Q3: 902 shares; 2025Q4: 903 shares; 2026Q1: 904 shares; 2026Q2: 925 shares 925 $230K 0.07% +21 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $229K 0.07% new 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: 435 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 834 shares; 2026Q1: 628 shares; 2026Q2: 543 shares 543 $228K 0.07% -85 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $222K 0.07% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,943 shares; 2024Q4: 8,286 shares; 2025Q1: 8,286 shares; 2025Q2: 8,997 shares; 2025Q3: 8,581 shares; 2025Q4: 8,201 shares; 2026Q1: 7,433 shares; 2026Q2: 7,636 shares 7,636 $221K 0.07% +203 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,152 shares; 2025Q3: 5,097 shares; 2025Q4: 5,191 shares; 2026Q1: 5,191 shares; 2026Q2: 5,191 shares 5,191 $217K 0.07% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,778 shares; 2025Q3: 3,090 shares; 2025Q4: 3,138 shares; 2026Q1: 2,814 shares; 2026Q2: 2,838 shares 2,838 $214K 0.07% +24 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: 2,819 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $212K 0.07% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,723 shares; 2025Q1: 2,723 shares; 2025Q2: 5,134 shares; 2025Q3: 5,176 shares; 2025Q4: 5,208 shares; 2026Q1: 5,209 shares; 2026Q2: 5,211 shares 5,211 $212K 0.07% +2 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,839 shares; 2024Q4: 27,965 shares; 2025Q1: 27,965 shares; 2025Q2: 5,974 shares; 2025Q3: 5,720 shares; 2025Q4: 5,640 shares; 2026Q1: 5,643 shares; 2026Q2: 5,658 shares 5,658 $208K 0.06% +15 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 610 shares 610 $208K 0.06% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,165 shares; 2025Q3: 2,179 shares; 2025Q4: 2,192 shares; 2026Q1: 2,205 shares; 2026Q2: 4,429 shares 4,429 $208K 0.06% +2,224 Timeline ITB 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: 5,101 shares; 2025Q1: 5,101 shares; 2025Q2: 5,129 shares; 2025Q3: 5,180 shares; 2025Q4: 5,352 shares; 2026Q1: 5,151 shares; 2026Q2: 1,984 shares 1,984 $207K 0.06% -3,167 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,208 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 8,488 shares; 2025Q3: 6,870 shares; 2025Q4: 5,479 shares; 2026Q1: 5,159 shares; 2026Q2: 4,619 shares 4,619 $207K 0.06% -540 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 280 shares 280 $202K 0.06% new 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: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 3,912 shares; 2026Q1: 7,716 shares; 2026Q2: 7,684 shares 7,684 $199K 0.06% -32 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 501 shares 501 $198K 0.06% new Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 4,617 shares; 2025Q3: 4,627 shares; 2025Q4: 4,639 shares; 2026Q1: 3,792 shares; 2026Q2: 3,801 shares 3,801 $192K 0.06% +9 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 321 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 360 shares; 2026Q2: 365 shares 365 $190K 0.06% +5 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,935 shares; 2025Q1: 3,935 shares; 2025Q2: 3,968 shares; 2025Q3: 2,367 shares; 2025Q4: 2,379 shares; 2026Q1: 2,389 shares; 2026Q2: 2,398 shares 2,398 $187K 0.06% +9 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,775 shares 2,775 $187K 0.06% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $185K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,950 shares 9,950 $184K 0.06% 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: 766 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 773 shares; 2025Q3: 775 shares; 2025Q4: 727 shares; 2026Q1: 729 shares; 2026Q2: 732 shares 732 $184K 0.06% +3 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: 1,098 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,128 shares; 2025Q3: 1,138 shares; 2025Q4: 1,151 shares; 2026Q1: 1,160 shares; 2026Q2: 1,169 shares 1,169 $183K 0.06% +9 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: 2,104 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 533 shares; 2026Q2: 511 shares 511 $183K 0.06% -22 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,402 shares; 2024Q4: 23,922 shares; 2025Q1: 23,922 shares; 2025Q2: 22,462 shares; 2025Q3: 22,462 shares; 2025Q4: 22,502 shares; 2026Q1: 22,572 shares; 2026Q2: 22,692 shares 22,692 $179K 0.06% +120 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $175K 0.05% 0 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: 186 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 828 shares 828 $173K 0.05% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $171K 0.05% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,506 shares; 2026Q1: 11,222 shares; 2026Q2: 11,222 shares 11,222 $169K 0.05% 0 Timeline JMEE 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $164K 0.05% 0 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $160K 0.05% 0 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: 5,523 shares; 2024Q4: 5,671 shares; 2025Q1: 5,671 shares; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $151K 0.05% 0 Timeline DFSI 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: 620 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 632 shares; 2025Q3: 3,116 shares; 2025Q4: 3,262 shares; 2026Q1: 3,270 shares; 2026Q2: 3,308 shares 3,308 $149K 0.05% +38 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,874 shares; 2024Q4: 3,949 shares; 2025Q1: 3,949 shares; 2025Q2: 2,743 shares; 2025Q3: 3,640 shares; 2025Q4: 3,651 shares; 2026Q1: 3,216 shares; 2026Q2: 3,217 shares 3,217 $146K 0.05% +1 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,078 shares; 2025Q1: 1,078 shares; 2025Q2: 1,128 shares; 2025Q3: 1,336 shares; 2025Q4: 1,232 shares; 2026Q1: 1,157 shares; 2026Q2: 1,117 shares 1,117 $143K 0.04% -40 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: 3,521 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 886 shares; 2025Q3: 565 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 558 shares 558 $142K 0.04% +1 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,398 shares; 2025Q3: 3,414 shares; 2025Q4: 3,446 shares; 2026Q1: 3,471 shares; 2026Q2: 3,503 shares 3,503 $141K 0.04% +32 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,192 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 3,219 shares; 2025Q3: 3,340 shares; 2025Q4: 3,347 shares; 2026Q1: 3,357 shares; 2026Q2: 3,352 shares 3,352 $140K 0.04% -5 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 166 shares 166 $139K 0.04% new 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: 425 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 405 shares; 2025Q3: 438 shares; 2025Q4: 4,350 shares; 2026Q1: 1,892 shares; 2026Q2: 1,917 shares 1,917 $137K 0.04% +25 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: 679 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 777 shares; 2025Q3: 780 shares; 2025Q4: 945 shares; 2026Q1: 1,238 shares; 2026Q2: 1,241 shares 1,241 $137K 0.04% +3 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 2,981 shares; 2025Q3: 2,863 shares; 2025Q4: 2,881 shares; 2026Q1: 2,770 shares; 2026Q2: 1,151 shares 1,151 $135K 0.04% -1,619 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: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,018 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $135K 0.04% 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: 2,863 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 551 shares; 2025Q3: 501 shares; 2025Q4: 1,099 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $135K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 2,650 shares; 2025Q3: 2,672 shares; 2025Q4: 2,694 shares; 2026Q1: 2,714 shares; 2026Q2: 2,805 shares 2,805 $131K 0.04% +91 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: 1,347 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 338 shares; 2026Q2: 380 shares 380 $130K 0.04% +42 Timeline WAGN PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,162 shares; 2026Q2: 9,473 shares 9,473 $130K 0.04% +2,311 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 1,360 shares; 2026Q1: 2,218 shares; 2026Q2: 2,148 shares 2,148 $130K 0.04% -70 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 4,822 shares; 2025Q3: 5,216 shares; 2025Q4: 5,448 shares; 2026Q1: 4,766 shares; 2026Q2: 3,868 shares 3,868 $129K 0.04% -898 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: 1,214 shares; 2024Q4: 1,216 shares; 2025Q1: 1,216 shares; 2025Q2: 1,273 shares; 2025Q3: 1,360 shares; 2025Q4: 1,363 shares; 2026Q1: 1,490 shares; 2026Q2: 1,491 shares 1,491 $125K 0.04% +1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 482 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $122K 0.04% 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: 1,826 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $121K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,931 shares; 2024Q4: 33,901 shares; 2025Q1: 33,901 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares; 2025Q4: 2,268 shares; 2026Q1: 1,933 shares; 2026Q2: 2,213 shares 2,213 $119K 0.04% +280 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: 500 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 842 shares 842 $118K 0.04% +342 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 1,435 shares; 2026Q2: 1,438 shares 1,438 $117K 0.04% +3 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,287 shares; 2026Q2: 2,947 shares 2,947 $112K 0.03% +660 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $111K 0.03% 0 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: 25,499 shares; 2024Q4: 24,826 shares; 2025Q1: 24,826 shares; 2025Q2: 2,367 shares; 2025Q3: 2,402 shares; 2025Q4: 2,304 shares; 2026Q1: 2,329 shares; 2026Q2: 1,467 shares 1,467 $111K 0.03% -862 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: 415 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 435 shares 435 $110K 0.03% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,071 shares; 2025Q3: 1,200 shares; 2025Q4: 1,211 shares; 2026Q1: 1,217 shares; 2026Q2: 1,233 shares 1,233 $109K 0.03% +16 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 600 shares 600 $108K 0.03% -414 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares; 2026Q2: 1,903 shares 1,903 $108K 0.03% 0 Timeline NLR 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: 64 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 648 shares; 2025Q4: 676 shares; 2026Q1: 1,025 shares; 2026Q2: 922 shares 922 $107K 0.03% -103 Timeline DFAW 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: 486 shares; 2025Q1: 486 shares; 2025Q2: 487 shares; 2025Q3: 546 shares; 2025Q4: 1,228 shares; 2026Q1: 1,267 shares; 2026Q2: 1,271 shares 1,271 $105K 0.03% +4 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,756 shares; 2025Q1: 2,756 shares; 2025Q2: 2,401 shares; 2025Q3: 2,806 shares; 2025Q4: 2,173 shares; 2026Q1: 2,192 shares; 2026Q2: 1,052 shares 1,052 $101K 0.03% -1,140 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: 157 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 1,007 shares; 2026Q2: 307 shares 307 $100K 0.03% -700 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,073 shares; 2025Q1: 1,073 shares; 2025Q2: 836 shares; 2025Q3: 845 shares; 2025Q4: 852 shares; 2026Q1: 960 shares; 2026Q2: 968 shares 968 $100K 0.03% +8 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: 566 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 552 shares; 2025Q3: 568 shares; 2025Q4: 571 shares; 2026Q1: 377 shares; 2026Q2: 176 shares 176 $99.1K 0.03% -201 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $99K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 6,805 shares; 2025Q1: 6,805 shares; 2025Q2: 2,002 shares; 2025Q3: 2,679 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares; 2026Q2: 2,700 shares 2,700 $97.9K 0.03% +1 Timeline XSMO 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: 1,219 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 894 shares; 2025Q3: 1,059 shares; 2025Q4: 1,060 shares; 2026Q1: 1,044 shares; 2026Q2: 1,045 shares 1,045 $97.9K 0.03% +1 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: 580 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $97.6K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 738 shares 738 $96.4K 0.03% +338 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 2,596 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares 2,097 $95.5K 0.03% 0 Timeline XRLX FUNDX INVT TR More: the full row for FUNDX INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 1,877 shares; 2026Q1: 1,928 shares; 2026Q2: 1,928 shares 1,928 $95.4K 0.03% 0 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,621 shares; 2024Q4: 9,821 shares; 2025Q1: 9,821 shares; 2025Q2: 7,359 shares; 2025Q3: 5,929 shares; 2025Q4: 3,832 shares; 2026Q1: 2,800 shares; 2026Q2: 1,375 shares 1,375 $94.2K 0.03% -1,425 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,079 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $93.8K 0.03% 0 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,209 shares; 2024Q4: 4,762 shares; 2025Q1: 4,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,792 shares; 2025Q4: 1,820 shares; 2026Q1: 1,850 shares; 2026Q2: 1,880 shares 1,880 $92.2K 0.03% +30 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $89.9K 0.03% 0 Timeline MCHI 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: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 1,942 shares; 2025Q3: 1,748 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $89.2K 0.03% 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: 194 shares; 2025Q1: 194 shares; 2025Q2: 575 shares; 2025Q3: 574 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $89.1K 0.03% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 3,958 shares; 2025Q1: 3,958 shares; 2025Q2: 3,741 shares; 2025Q3: 3,234 shares; 2025Q4: 3,306 shares; 2026Q1: 3,319 shares; 2026Q2: 2,189 shares 2,189 $88.8K 0.03% -1,130 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: 3,131 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $87.9K 0.03% 0 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: 94 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 123 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $87.9K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $86.9K 0.03% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $86.5K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 2,608 shares; 2025Q3: 2,577 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 1,025 shares 1,025 $84.9K 0.03% -1,138 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,815 shares; 2024Q4: 18,861 shares; 2025Q1: 18,861 shares; 2025Q2: 1,577 shares; 2025Q3: 1,898 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $83.3K 0.03% 0 Timeline VWOB 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: 883 shares; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,119 shares; 2025Q3: 1,160 shares; 2025Q4: 1,182 shares; 2026Q1: 1,193 shares; 2026Q2: 1,211 shares 1,211 $81.4K 0.03% +18 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: 12,685 shares; 2024Q4: 12,799 shares; 2025Q1: 12,799 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 1,810 shares; 2026Q2: 589 shares 589 $80.5K 0.03% -1,221 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: 396 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $80.5K 0.03% 0 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: 2,448 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 592 shares 592 $80.2K 0.02% +72 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,642 shares; 2025Q1: 2,642 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $79.4K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,516 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $79.3K 0.02% 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: 627 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 192 shares; 2025Q3: 189 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 212 shares 212 $79.2K 0.02% +66 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 1,797 shares; 2025Q1: 1,797 shares; 2025Q2: 1,809 shares; 2025Q3: 1,575 shares; 2025Q4: 1,579 shares; 2026Q1: 1,584 shares; 2026Q2: 1,874 shares 1,874 $76K 0.02% +290 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,173 shares; 2025Q1: 5,173 shares; 2025Q2: 1,722 shares; 2025Q3: 1,284 shares; 2025Q4: 934 shares; 2026Q1: 941 shares; 2026Q2: 932 shares 932 $75.8K 0.02% -9 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 296 shares; 2025Q3: 297 shares; 2025Q4: 288 shares; 2026Q1: 329 shares; 2026Q2: 267 shares 267 $75.7K 0.02% -62 Timeline VFQY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $75.3K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 309 shares; 2025Q3: 331 shares; 2025Q4: 243 shares; 2026Q1: 395 shares; 2026Q2: 262 shares 262 $74.7K 0.02% -133 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: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 720 shares; 2025Q3: 913 shares; 2025Q4: 916 shares; 2026Q1: 668 shares; 2026Q2: 669 shares 669 $73.8K 0.02% +1 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 1,783 shares 1,783 $73.8K 0.02% -242 Timeline AVSC 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: 990 shares 990 $72.6K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,376 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 659 shares; 2025Q3: 615 shares; 2025Q4: 625 shares; 2026Q1: 733 shares; 2026Q2: 826 shares 826 $71.4K 0.02% +93 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: 595 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $70.9K 0.02% 0 Timeline FDIG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,654 shares 1,654 $70.7K 0.02% -200 Timeline DFSB 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: 642 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 659 shares; 2025Q3: 1,202 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,351 shares 1,351 $70.4K 0.02% +14 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227 shares; 2026Q2: 278 shares 278 $68.5K 0.02% +51 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: 316 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $67.3K 0.02% 0 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: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93 shares 93 $67.2K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 928 shares; 2026Q2: 1,159 shares 1,159 $65.5K 0.02% +231 Timeline DXIV 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: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $64.5K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $63.8K 0.02% 0 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: 2,024 shares; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 2,125 shares; 2025Q3: 2,129 shares; 2025Q4: 2,133 shares; 2026Q1: 2,138 shares; 2026Q2: 2,142 shares 2,142 $63K 0.02% +4 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: 4,272 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 378 shares; 2026Q2: 375 shares 375 $62.2K 0.02% -3 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: 321 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 323 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $61.7K 0.02% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 542 shares; 2025Q3: 550 shares; 2025Q4: 645 shares; 2026Q1: 651 shares; 2026Q2: 660 shares 660 $61.5K 0.02% +9 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,238 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $61.2K 0.02% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 777 shares; 2026Q1: 783 shares; 2026Q2: 792 shares 792 $61.1K 0.02% +9 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 328 shares; 2025Q4: 436 shares; 2026Q1: 484 shares; 2026Q2: 519 shares 519 $60.9K 0.02% +35 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 957 shares; 2025Q3: 925 shares; 2025Q4: 924 shares; 2026Q1: 797 shares; 2026Q2: 628 shares 628 $60.7K 0.02% -169 Timeline PAVE 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: 148 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,007 shares 1,007 $59.3K 0.02% -175 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 297 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $59.2K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 152 shares; 2026Q2: 77 shares 77 $58.8K 0.02% -75 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 1,314 shares; 2025Q3: 1,317 shares; 2025Q4: 1,143 shares; 2026Q1: 1,144 shares; 2026Q2: 1,146 shares 1,146 $57.4K 0.02% +2 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $56.9K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,211 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 712 shares 712 $56.5K 0.02% -353 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $56.5K 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,047 shares 1,047 $56.3K 0.02% +14 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 298 shares 298 $55.8K 0.02% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,990 shares; 2025Q3: 2,913 shares; 2025Q4: 2,949 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $55.6K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 602 shares 602 $55.6K 0.02% +101 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,604 shares; 2025Q1: 6,604 shares; 2025Q2: 4,181 shares; 2025Q3: 4,031 shares; 2025Q4: 2,942 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $53.8K 0.02% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $53K 0.02% 0 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: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $53K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $52.9K 0.02% 0 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $52.6K 0.02% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $51.8K 0.02% new Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,540 shares; 2024Q4: 10,540 shares; 2025Q1: 10,540 shares; 2025Q2: 10,540 shares; 2025Q3: 10,540 shares; 2025Q4: 10,540 shares; 2026Q1: 10,540 shares; 2026Q2: 10,540 shares 10,540 $50.7K 0.02% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 265 shares; 2025Q3: 515 shares; 2025Q4: 455 shares; 2026Q1: 540 shares; 2026Q2: 523 shares 523 $49.6K 0.02% -17 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $49.5K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $49.5K 0.02% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $49.5K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $49.5K 0.02% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,129 shares; 2025Q3: 1,149 shares; 2025Q4: 1,174 shares; 2026Q1: 1,203 shares; 2026Q2: 1,401 shares 1,401 $49.3K 0.02% +198 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 221 shares 221 $48.9K 0.02% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 4,141 shares; 2025Q1: 4,141 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 353 shares 353 $48.2K 0.02% +2 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151 $47.3K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $47.2K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,835 shares; 2024Q4: 16,334 shares; 2025Q1: 16,334 shares; 2025Q2: 971 shares; 2025Q3: 1,236 shares; 2025Q4: 1,601 shares; 2026Q1: 1,827 shares; 2026Q2: 1,957 shares 1,957 $47.1K 0.01% +130 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $46.9K 0.01% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $46.5K 0.01% 0 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: 12,913 shares; 2024Q4: 11,421 shares; 2025Q1: 11,421 shares; 2025Q2: 753 shares; 2025Q3: 873 shares; 2025Q4: 878 shares; 2026Q1: 883 shares; 2026Q2: 1,095 shares 1,095 $46.3K 0.01% +212 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $45.6K 0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares 394 $45K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $44.6K 0.01% 0 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $44.4K 0.01% 0 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 274 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $44.4K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 222 shares; 2025Q3: 196 shares; 2025Q4: 197 shares; 2026Q1: 169 shares; 2026Q2: 245 shares 245 $44.3K 0.01% +76 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $44.1K 0.01% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 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 $43.8K 0.01% -50 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $43.6K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $43.4K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 276 shares; 2025Q3: 268 shares; 2025Q4: 259 shares; 2026Q1: 263 shares; 2026Q2: 176 shares 176 $42.8K 0.01% -87 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 1,063 shares 1,063 $41.5K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $41K 0.01% 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: 18,856 shares; 2024Q4: 18,673 shares; 2025Q1: 18,673 shares; 2025Q2: 1,038 shares; 2025Q3: 1,048 shares; 2025Q4: 1,012 shares; 2026Q1: 1,156 shares; 2026Q2: 1,958 shares 1,958 $40.5K 0.01% +802 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 830 shares; 2025Q3: 559 shares; 2025Q4: 566 shares; 2026Q1: 569 shares; 2026Q2: 442 shares 442 $40.5K 0.01% -127 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $40K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $38.8K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $38.8K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 527 shares; 2025Q3: 528 shares; 2025Q4: 530 shares; 2026Q1: 531 shares; 2026Q2: 532 shares 532 $38.7K 0.01% +1 Timeline VSS 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: 374 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 331 shares; 2025Q3: 332 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $38K 0.01% 0 Timeline PPA 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: 304 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 207 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 225 shares; 2026Q2: 207 shares 207 $36.6K 0.01% -18 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $36K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 190 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $35.7K 0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 616 shares 616 $35.5K 0.01% -438 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 636 shares; 2025Q3: 644 shares; 2025Q4: 654 shares; 2026Q1: 659 shares; 2026Q2: 667 shares 667 $35.5K 0.01% +8 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: 5,999 shares; 2024Q4: 7,649 shares; 2025Q1: 7,649 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $34.8K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $33.6K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $33.5K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,879 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 359 shares 359 $33.5K 0.01% -147 Timeline VFMF 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: 207 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 211 shares; 2025Q4: 212 shares; 2026Q1: 213 shares; 2026Q2: 188 shares 188 $33.3K 0.01% -25 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $32.9K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $32.7K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $32.1K 0.01% 0 Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $32K 0.01% 0 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $31.3K 0.01% 0 Timeline SIZE 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: 96 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $30.7K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 370 shares 370 $30.5K 0.01% +5 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $30.4K 0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 168 shares; 2025Q3: 184 shares; 2025Q4: 185 shares; 2026Q1: 186 shares; 2026Q2: 204 shares 204 $30.4K 0.01% +18 Timeline ITEQ 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: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $30.2K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 885 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $30.1K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 857 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,086 shares; 2025Q3: 1,469 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,130 shares 1,130 $30K 0.01% +13 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,925 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,425 shares 1,425 $29.8K 0.01% -500 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 400 shares 400 $29.1K 0.01% -200 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $29K 0.01% 0 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: 20,135 shares; 2024Q4: 60,413 shares; 2025Q1: 60,413 shares; 2025Q2: 950 shares; 2025Q3: 966 shares; 2025Q4: 1,006 shares; 2026Q1: 907 shares; 2026Q2: 988 shares 988 $28.6K 0.01% +81 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,513 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $28.5K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,623 shares; 2025Q1: 1,623 shares; 2025Q2: 1,625 shares; 2025Q3: 103 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 105 shares 105 $28.1K 0.01% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $27.1K 0.01% 0 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 737 shares; 2025Q3: 741 shares; 2025Q4: 746 shares; 2026Q1: 749 shares; 2026Q2: 689 shares 689 $26.6K 0.01% -60 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $26.6K 0.01% 0 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: 15,513 shares; 2024Q4: 31,006 shares; 2025Q1: 31,006 shares; 2025Q2: 720 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 734 shares 734 $26.5K 0.01% +4 Timeline VSTM VERASTEM INC More: the full row for VERASTEM 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: 6,896 shares 6,896 $26.3K 0.01% new Timeline VFMO 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: 447 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 149 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $26.2K 0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $26.1K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $26K 0.01% 0 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: 5,301 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 364 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $25.7K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $25.6K 0.01% 0 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $25.5K 0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $24.3K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: not reported; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $23.9K 0.01% 0 Timeline NCNA NUCANA PLC More: the full row for NUCANA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $22.8K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 524 shares; 2025Q3: 526 shares; 2025Q4: 367 shares; 2026Q1: 518 shares; 2026Q2: 396 shares 396 $22.6K 0.01% -122 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $22.5K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $22.1K 0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 575 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 579 shares; 2026Q2: 579 shares 579 $22K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,103 shares; 2024Q4: 3,114 shares; 2025Q1: 3,114 shares; 2025Q2: 1,168 shares; 2025Q3: 1,182 shares; 2025Q4: 1,030 shares; 2026Q1: 1,040 shares; 2026Q2: 1,565 shares 1,565 $21.8K 0.01% +525 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $21.7K 0.01% 0 Timeline TAN 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $20.7K 0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 563 shares; 2025Q3: 565 shares; 2025Q4: 567 shares; 2026Q1: 569 shares; 2026Q2: 388 shares 388 $20.5K 0.01% -181 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 826 shares 826 $20.5K 0.01% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $20K 0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 138 shares; 2026Q2: 129 shares 129 $19.8K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82 shares 82 $19.5K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 470 shares; 2026Q1: 670 shares; 2026Q2: 1,570 shares 1,570 $18.7K 0.01% +900 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 18 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $18.6K 0.01% 0 Timeline IDHQ 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: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $18.3K 0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 145 shares; 2025Q3: 363 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 367 shares 367 $17.9K 0.01% +2 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $17.8K 0.01% 0 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: 1,499 shares; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 464 shares; 2025Q3: 591 shares; 2025Q4: 735 shares; 2026Q1: 736 shares; 2026Q2: 738 shares 738 $17.5K 0.01% +2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $17.3K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $17.3K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $17.1K 0.01% 0 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 337 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $17K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 753 shares; 2025Q1: 753 shares; 2025Q2: 697 shares; 2025Q3: 702 shares; 2025Q4: 708 shares; 2026Q1: 714 shares; 2026Q2: 720 shares 720 $17K 0.01% +6 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $16.1K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $15.8K <0.01% 0 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 2,062 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $15.8K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,069 shares; 2024Q4: 17,199 shares; 2025Q1: 17,199 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $15.3K <0.01% 0 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $15.2K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 739 shares; 2026Q2: 739 shares 739 $15.1K <0.01% 0 Timeline DXUV 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: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $15K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14.7K <0.01% 0 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $14.7K <0.01% 0 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,415 shares; 2025Q1: 1,415 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $14.6K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 100 shares; 2026Q2: 1,000 shares 1,000 $14.1K <0.01% +900 Timeline DIAL 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: 2,038 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 1,781 shares; 2025Q3: 1,886 shares; 2025Q4: 776 shares; 2026Q1: 776 shares; 2026Q2: 776 shares 776 $14.1K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 453 shares; 2025Q3: 435 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $14.1K <0.01% 0 Timeline AIQ 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: 211 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 451 shares; 2025Q3: 439 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 211 shares 211 $13.8K <0.01% -196 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $13.5K <0.01% 0 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $13.1K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $13K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $12.9K <0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 68 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $12.8K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT 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: 48 shares; 2026Q2: 48 shares 48 $12.5K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 506 shares; 2025Q3: 513 shares; 2025Q4: 519 shares; 2026Q1: 523 shares; 2026Q2: 528 shares 528 $12.4K <0.01% +5 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 201 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 192 shares 192 $12.3K <0.01% +21 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 274 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,068 shares; 2026Q2: 352 shares 352 $12.2K <0.01% -716 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $12K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 63 shares 63 $12K <0.01% -59 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $11.9K <0.01% 0 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: 1,347 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 217 shares; 2026Q1: 218 shares; 2026Q2: 113 shares 113 $11.5K <0.01% -105 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $11.5K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: not reported; 2026Q2: 109 shares 109 $11.3K <0.01% new Timeline SOLZ VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,526 shares 1,526 $11.3K <0.01% 0 Timeline TOST TOAST INC More: the full row for TOAST 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: 400 shares 400 $11.1K <0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 65 shares 65 $11.1K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares 69 $11K <0.01% new Timeline NBET NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 213 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 710 shares; 2026Q2: 279 shares 279 $10.9K <0.01% -431 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $10.9K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,303 shares; 2024Q4: 7,585 shares; 2025Q1: 7,585 shares; 2025Q2: 102 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $10.6K <0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $10.4K <0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $10.2K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $10K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 500 shares 500 $9.82K <0.01% +400 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $9.75K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $9.66K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $9.58K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.54K <0.01% 0 Timeline EDIV 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: 262 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $9.35K <0.01% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.26K <0.01% 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: 971 shares; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $9.25K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares 372 $9.13K <0.01% 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $9.09K <0.01% 0 Timeline REMX 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: 203 shares; 2026Q1: 203 shares; 2026Q2: 102 shares 102 $9K <0.01% -101 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 41 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 108 shares 108 $8.92K <0.01% +90 Timeline PFFD 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: 1,152 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,016 shares; 2025Q3: 1,142 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $8.65K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $8.62K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $8.3K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $8.13K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $8K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $7.68K <0.01% 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: 30 shares 30 $7.67K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $7.61K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.57K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $7.57K <0.01% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $7.53K <0.01% 0 Timeline SMLF 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: 83 shares; 2026Q1: 83 shares; 2026Q2: 84 shares 84 $7.46K <0.01% +1 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 700 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $7.43K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 1,016 shares; 2025Q3: 1,002 shares; 2025Q4: 135 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $7.21K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $7.07K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $7.05K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 2,312 shares; 2026Q1: 4,231 shares; 2026Q2: 173 shares 173 $6.87K <0.01% -4,058 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 502 shares; 2025Q3: 505 shares; 2025Q4: 1,008 shares; 2026Q1: 1,015 shares; 2026Q2: 1,024 shares 1,024 $6.66K <0.01% +9 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $6.61K <0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.59K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,225 shares; 2024Q4: 88,054 shares; 2025Q1: 88,054 shares; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $6.58K <0.01% 0 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: 1,279 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $6.27K <0.01% 0 Timeline YOLO ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,451 shares; 2025Q1: 1,451 shares; 2025Q2: 1,451 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $6.21K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $6.16K <0.01% 0 Timeline