AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,734 shares; 2025Q1: 65,911 shares; 2025Q2: 65,783 shares; 2025Q3: 51,000 shares; 2025Q4: 50,844 shares; 2026Q1: 53,809 shares; 2026Q2: 55,861 shares; 2026Q3: 56,733 shares 56,733 $18.9M 5.22% +872 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,490 shares; 2025Q1: 19,327 shares; 2025Q2: 19,495 shares; 2025Q3: 22,202 shares; 2025Q4: 22,192 shares; 2026Q1: 22,488 shares; 2026Q2: 24,304 shares; 2026Q3: 24,410 shares 24,410 $18.6M 5.14% +106 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,883 shares; 2025Q1: 15,037 shares; 2025Q2: 14,926 shares; 2025Q3: 15,743 shares; 2025Q4: 15,236 shares; 2026Q1: 17,176 shares; 2026Q2: 18,336 shares; 2026Q3: 18,592 shares 18,592 $13M 3.6% +256 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,785 shares; 2025Q1: 15,563 shares; 2025Q2: 15,561 shares; 2025Q3: 15,983 shares; 2025Q4: 16,256 shares; 2026Q1: 17,993 shares; 2026Q2: 19,540 shares; 2026Q3: 18,705 shares 18,705 $9.59M 2.65% -835 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,947 shares; 2025Q1: 21,485 shares; 2025Q2: 24,142 shares; 2025Q3: 25,358 shares; 2025Q4: 25,719 shares; 2026Q1: 29,333 shares; 2026Q2: 32,664 shares; 2026Q3: 34,454 shares 34,454 $7.87M 2.17% +1,790 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; 2024Q4: 290,319 shares; 2025Q1: 289,759 shares; 2025Q2: 290,349 shares; 2025Q3: 199,498 shares; 2025Q4: 185,012 shares; 2026Q1: 184,898 shares; 2026Q2: 185,729 shares; 2026Q3: 185,727 shares 185,727 $6.04M 1.67% -2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,375 shares; 2025Q1: 21,444 shares; 2025Q2: 24,272 shares; 2025Q3: 24,297 shares; 2025Q4: 24,469 shares; 2026Q1: 26,195 shares; 2026Q2: 28,551 shares; 2026Q3: 28,873 shares 28,873 $5.9M 1.63% +322 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; 2024Q4: 35,336 shares; 2025Q1: 39,895 shares; 2025Q2: 43,906 shares; 2025Q3: 43,211 shares; 2025Q4: 43,665 shares; 2026Q1: 48,106 shares; 2026Q2: 50,002 shares; 2026Q3: 51,237 shares 51,237 $5.51M 1.52% +1,235 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,777 shares; 2025Q1: 22,839 shares; 2025Q2: 23,092 shares; 2025Q3: 22,621 shares; 2025Q4: 22,558 shares; 2026Q1: 23,309 shares; 2026Q2: 23,617 shares; 2026Q3: 23,556 shares 23,556 $5.5M 1.52% -61 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,384 shares; 2025Q1: 11,077 shares; 2025Q2: 13,182 shares; 2025Q3: 13,079 shares; 2025Q4: 13,156 shares; 2026Q1: 14,052 shares; 2026Q2: 14,938 shares; 2026Q3: 15,214 shares 15,214 $5.03M 1.39% +276 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,593 shares; 2025Q1: 51,077 shares; 2025Q2: 55,312 shares; 2025Q3: 62,051 shares; 2025Q4: 64,077 shares; 2026Q1: 66,535 shares; 2026Q2: 72,815 shares; 2026Q3: 75,477 shares 75,477 $5.01M 1.38% +2,662 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; 2024Q4: 4,458 shares; 2025Q1: 4,490 shares; 2025Q2: 4,524 shares; 2025Q3: 4,506 shares; 2025Q4: 4,545 shares; 2026Q1: 5,033 shares; 2026Q2: 5,596 shares; 2026Q3: 4,997 shares 4,997 $4.75M 1.31% -599 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,978 shares; 2025Q1: 9,182 shares; 2025Q2: 11,250 shares; 2025Q3: 13,213 shares; 2025Q4: 13,612 shares; 2026Q1: 15,519 shares; 2026Q2: 17,413 shares; 2026Q3: 18,610 shares 18,610 $4.64M 1.28% +1,197 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; 2024Q4: 9,277 shares; 2025Q1: 9,421 shares; 2025Q2: 10,881 shares; 2025Q3: 10,985 shares; 2025Q4: 11,037 shares; 2026Q1: 12,107 shares; 2026Q2: 13,551 shares; 2026Q3: 14,061 shares 14,061 $4.62M 1.28% +510 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,508 shares; 2025Q1: 9,379 shares; 2025Q2: 9,380 shares; 2025Q3: 9,574 shares; 2025Q4: 8,883 shares; 2026Q1: 8,933 shares; 2026Q2: 53,591 shares; 2026Q3: 51,098 shares 51,098 $4.6M 1.27% -2,493 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,059 shares; 2025Q1: 4,195 shares; 2025Q2: 4,279 shares; 2025Q3: 4,469 shares; 2025Q4: 4,605 shares; 2026Q1: 5,625 shares; 2026Q2: 6,354 shares; 2026Q3: 6,300 shares 6,300 $4.57M 1.26% -54 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; 2024Q4: 16,578 shares; 2025Q1: 16,722 shares; 2025Q2: 18,066 shares; 2025Q3: 17,462 shares; 2025Q4: 17,526 shares; 2026Q1: 19,159 shares; 2026Q2: 20,750 shares; 2026Q3: 21,386 shares 21,386 $4.45M 1.23% +636 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,743 shares; 2025Q1: 30,493 shares; 2025Q2: 34,002 shares; 2025Q3: 34,150 shares; 2025Q4: 34,331 shares; 2026Q1: 36,655 shares; 2026Q2: 39,125 shares; 2026Q3: 30,493 shares 30,493 $4.43M 1.22% -8,632 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,324 shares; 2025Q1: 5,032 shares; 2025Q2: 5,228 shares; 2025Q3: 4,916 shares; 2025Q4: 4,907 shares; 2026Q1: 5,154 shares; 2026Q2: 5,647 shares; 2026Q3: 5,634 shares 5,634 $4.31M 1.19% -13 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; 2024Q4: 9,960 shares; 2025Q1: 9,858 shares; 2025Q2: 9,960 shares; 2025Q3: 9,827 shares; 2025Q4: 9,825 shares; 2026Q1: 10,170 shares; 2026Q2: 10,317 shares; 2026Q3: 8,512 shares 8,512 $3.88M 1.07% -1,805 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,956 shares; 2025Q1: 75,123 shares; 2025Q2: 53,674 shares; 2025Q3: 60,423 shares; 2025Q4: 78,099 shares; 2026Q1: 76,482 shares; 2026Q2: 66,732 shares; 2026Q3: 76,011 shares 76,011 $3.82M 1.05% +9,279 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,275 shares; 2025Q1: 33,804 shares; 2025Q2: 33,967 shares; 2025Q3: 32,798 shares; 2025Q4: 32,267 shares; 2026Q1: 33,287 shares; 2026Q2: 33,637 shares; 2026Q3: 33,579 shares 33,579 $3.77M 1.04% -58 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,628 shares; 2025Q1: 23,939 shares; 2025Q2: 26,704 shares; 2025Q3: 26,279 shares; 2025Q4: 27,227 shares; 2026Q1: 28,190 shares; 2026Q2: 28,557 shares; 2026Q3: 24,970 shares 24,970 $3.61M 1% -3,587 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,834 shares; 2025Q1: 7,342 shares; 2025Q2: 7,668 shares; 2025Q3: 8,039 shares; 2025Q4: 8,093 shares; 2026Q1: 8,847 shares; 2026Q2: 9,570 shares; 2026Q3: 10,006 shares 10,006 $3.44M 0.95% +436 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; 2024Q4: 52,070 shares; 2025Q1: 53,712 shares; 2025Q2: 48,329 shares; 2025Q3: 51,200 shares; 2025Q4: 53,277 shares; 2026Q1: 55,316 shares; 2026Q2: 63,130 shares; 2026Q3: 64,946 shares 64,946 $3.36M 0.93% +1,816 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; 2024Q4: 4,350 shares; 2025Q1: 4,409 shares; 2025Q2: 5,587 shares; 2025Q3: 5,646 shares; 2025Q4: 5,716 shares; 2026Q1: 7,925 shares; 2026Q2: 8,341 shares; 2026Q3: 8,456 shares 8,456 $3.36M 0.93% +115 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,404 shares 20,404 $3.32M 0.92% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,385 shares; 2025Q1: 16,125 shares; 2025Q2: 17,735 shares; 2025Q3: 17,450 shares; 2025Q4: 17,416 shares; 2026Q1: 18,019 shares; 2026Q2: 18,334 shares; 2026Q3: 18,224 shares 18,224 $3.18M 0.88% -110 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; 2024Q4: 55,022 shares; 2025Q1: 53,626 shares; 2025Q2: 53,677 shares; 2025Q3: 53,641 shares; 2025Q4: 53,715 shares; 2026Q1: 53,338 shares; 2026Q2: 53,283 shares; 2026Q3: 51,713 shares 51,713 $3.16M 0.87% -1,570 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,332 shares; 2025Q1: 11,823 shares; 2025Q2: 11,961 shares; 2025Q3: 12,540 shares; 2025Q4: 12,800 shares; 2026Q1: 15,173 shares; 2026Q2: 15,934 shares; 2026Q3: 16,170 shares 16,170 $2.89M 0.8% +236 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,117 shares; 2025Q1: 11,124 shares; 2025Q2: 11,095 shares; 2025Q3: 10,464 shares; 2025Q4: 10,464 shares; 2026Q1: 10,464 shares; 2026Q2: 10,464 shares; 2026Q3: 10,464 shares 10,464 $2.77M 0.77% 0 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; 2024Q4: 107,541 shares; 2025Q1: 105,931 shares; 2025Q2: 105,453 shares; 2025Q3: 105,453 shares; 2025Q4: 105,453 shares; 2026Q1: 104,755 shares; 2026Q2: 104,678 shares; 2026Q3: 99,643 shares 99,643 $2.74M 0.76% -5,035 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,031 shares; 2025Q1: 3,009 shares; 2025Q2: 2,933 shares; 2025Q3: 3,307 shares; 2025Q4: 3,311 shares; 2026Q1: 3,292 shares; 2026Q2: 3,268 shares; 2026Q3: 3,262 shares 3,262 $2.41M 0.67% -6 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 726 shares; 2025Q1: 740 shares; 2025Q2: 753 shares; 2025Q3: 2,562 shares; 2025Q4: 2,572 shares; 2026Q1: 2,895 shares; 2026Q2: 2,959 shares; 2026Q3: 2,961 shares 2,961 $2.4M 0.66% +2 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,525 shares; 2025Q1: 19,524 shares; 2025Q2: 22,629 shares; 2025Q3: 22,327 shares; 2025Q4: 22,408 shares; 2026Q1: 22,915 shares; 2026Q2: 23,331 shares; 2026Q3: 22,961 shares 22,961 $2.39M 0.66% -370 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,197 shares; 2025Q1: 5,421 shares; 2025Q2: 5,583 shares; 2025Q3: 7,794 shares; 2025Q4: 7,710 shares; 2026Q1: 8,014 shares; 2026Q2: 7,807 shares; 2026Q3: 7,826 shares 7,826 $2.38M 0.66% +19 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,616 shares; 2025Q1: 10,507 shares; 2025Q2: 10,548 shares; 2025Q3: 10,419 shares; 2025Q4: 10,115 shares; 2026Q1: 10,515 shares; 2026Q2: 10,677 shares; 2026Q3: 10,755 shares 10,755 $2.37M 0.65% +78 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,451 shares; 2025Q1: 9,276 shares; 2025Q2: 9,327 shares; 2025Q3: 10,219 shares; 2025Q4: 10,116 shares; 2026Q1: 10,404 shares; 2026Q2: 11,047 shares; 2026Q3: 11,348 shares 11,348 $2.35M 0.65% +301 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; 2024Q4: 30,887 shares; 2025Q1: 31,431 shares; 2025Q2: 31,346 shares; 2025Q3: 32,696 shares; 2025Q4: 32,326 shares; 2026Q1: 34,400 shares; 2026Q2: 34,522 shares; 2026Q3: 33,060 shares 33,060 $2.33M 0.64% -1,462 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,436 shares; 2025Q1: 6,526 shares; 2025Q2: 8,865 shares; 2025Q3: 9,110 shares; 2025Q4: 9,226 shares; 2026Q1: 10,412 shares; 2026Q2: 11,883 shares; 2026Q3: 12,441 shares 12,441 $2.31M 0.64% +558 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; 2024Q4: 3,949 shares; 2025Q1: 3,920 shares; 2025Q2: 3,915 shares; 2025Q3: 3,947 shares; 2025Q4: 3,809 shares; 2026Q1: 3,794 shares; 2026Q2: 3,773 shares; 2026Q3: 3,769 shares 3,769 $2.3M 0.63% -4 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 3,010 shares; 2025Q2: 7,294 shares; 2025Q3: 7,326 shares; 2025Q4: 7,462 shares; 2026Q1: 8,954 shares; 2026Q2: 11,723 shares; 2026Q3: 11,121 shares 11,121 $2.26M 0.63% -602 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; 2024Q4: 40,614 shares; 2025Q1: 40,792 shares; 2025Q2: 40,827 shares; 2025Q3: 39,639 shares; 2025Q4: 39,735 shares; 2026Q1: 39,867 shares; 2026Q2: 40,256 shares; 2026Q3: 40,408 shares 40,408 $2.2M 0.61% +152 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,977 shares; 2025Q1: 20,470 shares; 2025Q2: 21,204 shares; 2025Q3: 20,905 shares; 2025Q4: 20,914 shares; 2026Q1: 21,641 shares; 2026Q2: 22,070 shares; 2026Q3: 22,154 shares 22,154 $2.2M 0.61% +84 Timeline VPL 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; 2024Q4: 14,360 shares; 2025Q1: 16,619 shares; 2025Q2: 16,587 shares; 2025Q3: 16,625 shares; 2025Q4: 16,532 shares; 2026Q1: 16,845 shares; 2026Q2: 16,957 shares; 2026Q3: 18,766 shares 18,766 $2.17M 0.6% +1,809 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; 2024Q4: 33,373 shares; 2025Q1: 34,537 shares; 2025Q2: 33,506 shares; 2025Q3: 34,760 shares; 2025Q4: 34,874 shares; 2026Q1: 36,279 shares; 2026Q2: 36,988 shares; 2026Q3: 36,633 shares 36,633 $2.17M 0.6% -355 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,729 shares; 2025Q1: 5,909 shares; 2025Q2: 5,927 shares; 2025Q3: 6,098 shares; 2025Q4: 6,120 shares; 2026Q1: 6,233 shares; 2026Q2: 6,369 shares; 2026Q3: 6,327 shares 6,327 $2.16M 0.6% -42 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; 2024Q4: not reported; 2025Q1: 33,620 shares; 2025Q2: 35,487 shares; 2025Q3: 37,322 shares; 2025Q4: 38,967 shares; 2026Q1: 49,072 shares; 2026Q2: 50,584 shares; 2026Q3: 51,398 shares 51,398 $2.13M 0.59% +814 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; 2024Q4: 13,573 shares; 2025Q1: 13,814 shares; 2025Q2: 14,021 shares; 2025Q3: 14,045 shares; 2025Q4: 13,503 shares; 2026Q1: 14,089 shares; 2026Q2: 14,389 shares; 2026Q3: 14,592 shares 14,592 $2.12M 0.59% +203 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,704 shares; 2026Q2: 47,505 shares; 2026Q3: 56,294 shares 56,294 $2.12M 0.58% +8,789 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,420 shares; 2025Q1: 17,245 shares; 2025Q2: 17,315 shares; 2025Q3: 18,286 shares; 2025Q4: 22,582 shares; 2026Q1: 23,655 shares; 2026Q2: 24,134 shares; 2026Q3: 24,306 shares 24,306 $2.07M 0.57% +172 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; 2024Q4: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,564 shares; 2025Q3: 1,587 shares; 2025Q4: 1,627 shares; 2026Q1: 1,650 shares; 2026Q2: 1,723 shares; 2026Q3: 1,754 shares 1,754 $2.03M 0.56% +31 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,501 shares; 2025Q1: 34,045 shares; 2025Q2: 34,606 shares; 2025Q3: 33,890 shares; 2025Q4: 28,367 shares; 2026Q1: 29,671 shares; 2026Q2: 30,268 shares; 2026Q3: 30,409 shares 30,409 $1.91M 0.53% +141 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,068 shares; 2025Q1: 7,521 shares; 2025Q2: 7,826 shares; 2025Q3: 8,156 shares; 2025Q4: 8,417 shares; 2026Q1: 10,088 shares; 2026Q2: 12,160 shares; 2026Q3: 12,774 shares 12,774 $1.9M 0.53% +614 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,460 shares; 2025Q1: 10,636 shares; 2025Q2: 10,696 shares; 2025Q3: 9,976 shares; 2025Q4: 9,788 shares; 2026Q1: 9,029 shares; 2026Q2: 8,144 shares; 2026Q3: 8,159 shares 8,159 $1.81M 0.5% +15 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,115 shares; 2025Q1: 11,890 shares; 2025Q2: 12,109 shares; 2025Q3: 12,294 shares; 2025Q4: 12,555 shares; 2026Q1: 15,302 shares; 2026Q2: 18,153 shares; 2026Q3: 19,139 shares 19,139 $1.76M 0.49% +986 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; 2024Q4: 5,255 shares; 2025Q1: 5,380 shares; 2025Q2: 5,361 shares; 2025Q3: 5,515 shares; 2025Q4: 5,422 shares; 2026Q1: 5,719 shares; 2026Q2: 5,827 shares; 2026Q3: 5,857 shares 5,857 $1.76M 0.49% +30 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,751 shares; 2025Q1: 2,818 shares; 2025Q2: 4,278 shares; 2025Q3: 4,416 shares; 2025Q4: 5,269 shares; 2026Q1: 5,922 shares; 2026Q2: 6,018 shares; 2026Q3: 6,675 shares 6,675 $1.75M 0.48% +657 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; 2024Q4: 1,064 shares; 2025Q1: 909 shares; 2025Q2: 985 shares; 2025Q3: 1,040 shares; 2025Q4: 1,050 shares; 2026Q1: 1,513 shares; 2026Q2: 1,491 shares; 2026Q3: 6,367 shares 6,367 $1.69M 0.47% +4,876 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,121 shares; 2025Q1: 3,053 shares; 2025Q2: 3,039 shares; 2025Q3: 3,150 shares; 2025Q4: 3,070 shares; 2026Q1: 3,217 shares; 2026Q2: 3,164 shares; 2026Q3: 3,175 shares 3,175 $1.68M 0.46% +11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,021 shares; 2025Q1: 1,044 shares; 2025Q2: 1,040 shares; 2025Q3: 1,928 shares; 2025Q4: 3,332 shares; 2026Q1: 3,517 shares; 2026Q2: 3,616 shares; 2026Q3: 3,982 shares 3,982 $1.68M 0.46% +366 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,279 shares; 2025Q1: 11,471 shares; 2025Q2: 12,868 shares; 2025Q3: 13,509 shares; 2025Q4: 13,323 shares; 2026Q1: 14,233 shares; 2026Q2: 14,809 shares; 2026Q3: 14,858 shares 14,858 $1.65M 0.46% +49 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; 2024Q4: 21,944 shares; 2025Q1: 22,119 shares; 2025Q2: 29,731 shares; 2025Q3: 29,680 shares; 2025Q4: 29,432 shares; 2026Q1: 30,167 shares; 2026Q2: 30,625 shares; 2026Q3: 30,816 shares 30,816 $1.65M 0.45% +191 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,129 shares; 2025Q4: 4,129 shares; 2026Q1: 4,129 shares; 2026Q2: 4,250 shares; 2026Q3: 4,278 shares 4,278 $1.6M 0.44% +28 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; 2024Q4: 7,360 shares; 2025Q1: 8,565 shares; 2025Q2: 8,717 shares; 2025Q3: 8,652 shares; 2025Q4: 8,713 shares; 2026Q1: 9,074 shares; 2026Q2: 9,369 shares; 2026Q3: 9,469 shares 9,469 $1.59M 0.44% +100 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; 2024Q4: 22,288 shares; 2025Q1: 22,037 shares; 2025Q2: 22,796 shares; 2025Q3: 21,337 shares; 2025Q4: 20,833 shares; 2026Q1: 20,512 shares; 2026Q2: 20,273 shares; 2026Q3: 20,282 shares 20,282 $1.59M 0.44% +9 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,879 shares; 2025Q1: 11,937 shares; 2025Q2: 16,423 shares; 2025Q3: 32,889 shares; 2025Q4: 29,052 shares; 2026Q1: 25,773 shares; 2026Q2: 26,846 shares; 2026Q3: 28,177 shares 28,177 $1.49M 0.41% +1,331 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; 2024Q4: 24,447 shares; 2025Q1: 23,509 shares; 2025Q2: 25,357 shares; 2025Q3: 22,811 shares; 2025Q4: 22,524 shares; 2026Q1: 22,394 shares; 2026Q2: 22,253 shares; 2026Q3: 22,291 shares 22,291 $1.49M 0.41% +38 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; 2024Q4: 2,730 shares; 2025Q1: 2,769 shares; 2025Q2: not reported; 2025Q3: 6,011 shares; 2025Q4: 8,770 shares; 2026Q1: 9,115 shares; 2026Q2: 9,286 shares; 2026Q3: 17,366 shares 17,366 $1.49M 0.41% +8,080 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,153 shares; 2025Q1: 27,212 shares; 2025Q2: 27,688 shares; 2025Q3: 27,730 shares; 2025Q4: 27,346 shares; 2026Q1: 28,575 shares; 2026Q2: 33,550 shares; 2026Q3: 34,812 shares 34,812 $1.49M 0.41% +1,262 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,804 shares; 2025Q1: 11,411 shares; 2025Q2: 11,566 shares; 2025Q3: 10,984 shares; 2025Q4: 10,768 shares; 2026Q1: 13,308 shares; 2026Q2: 13,149 shares; 2026Q3: 13,111 shares 13,111 $1.48M 0.41% -38 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; 2024Q4: 7,510 shares; 2025Q1: 4,077 shares; 2025Q2: 4,225 shares; 2025Q3: 4,257 shares; 2025Q4: 4,253 shares; 2026Q1: 5,354 shares; 2026Q2: 7,567 shares; 2026Q3: 7,842 shares 7,842 $1.47M 0.4% +275 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 28,056 shares; 2025Q4: 28,175 shares; 2026Q1: 29,090 shares; 2026Q2: 29,349 shares; 2026Q3: 29,594 shares 29,594 $1.46M 0.4% +245 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 1,418 shares; 2025Q3: 1,426 shares; 2025Q4: 1,572 shares; 2026Q1: 1,892 shares; 2026Q2: 2,272 shares; 2026Q3: 2,309 shares 2,309 $1.44M 0.4% +37 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 787 shares; 2025Q1: 800 shares; 2025Q2: 2,183 shares; 2025Q3: 2,111 shares; 2025Q4: 2,136 shares; 2026Q1: 2,304 shares; 2026Q2: 2,715 shares; 2026Q3: 2,829 shares 2,829 $1.44M 0.4% +114 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,094 shares; 2025Q1: 2,286 shares; 2025Q2: 2,535 shares; 2025Q3: 2,660 shares; 2025Q4: 2,679 shares; 2026Q1: 3,186 shares; 2026Q2: 3,918 shares; 2026Q3: 4,502 shares 4,502 $1.41M 0.39% +584 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,343 shares; 2025Q1: 6,333 shares; 2025Q2: 6,377 shares; 2025Q3: 5,959 shares; 2025Q4: 5,844 shares; 2026Q1: 5,952 shares; 2026Q2: 6,019 shares; 2026Q3: 6,033 shares 6,033 $1.39M 0.38% +14 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; 2024Q4: 6,199 shares; 2025Q1: 6,244 shares; 2025Q2: 6,235 shares; 2025Q3: 6,613 shares; 2025Q4: 6,492 shares; 2026Q1: 6,666 shares; 2026Q2: 6,628 shares; 2026Q3: 6,262 shares 6,262 $1.35M 0.37% -366 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,086 shares; 2025Q1: 23,876 shares; 2025Q2: 15,521 shares; 2025Q3: 30,116 shares; 2025Q4: 24,740 shares; 2026Q1: 34,209 shares; 2026Q2: 35,959 shares; 2026Q3: 33,854 shares 33,854 $1.33M 0.37% -2,105 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; 2024Q4: 11,260 shares; 2025Q1: 1,798 shares; 2025Q2: 5,686 shares; 2025Q3: 9,140 shares; 2025Q4: 12,103 shares; 2026Q1: 13,886 shares; 2026Q2: 15,172 shares; 2026Q3: 15,908 shares 15,908 $1.33M 0.37% +736 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; 2024Q4: 5,392 shares; 2025Q1: 3,801 shares; 2025Q2: 3,789 shares; 2025Q3: 3,765 shares; 2025Q4: 3,621 shares; 2026Q1: 3,699 shares; 2026Q2: 3,639 shares; 2026Q3: 3,634 shares 3,634 $1.33M 0.37% -5 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,848 shares; 2025Q1: 4,888 shares; 2025Q2: 5,685 shares; 2025Q3: 6,210 shares; 2025Q4: 6,301 shares; 2026Q1: 8,132 shares; 2026Q2: 9,440 shares; 2026Q3: 10,557 shares 10,557 $1.3M 0.36% +1,117 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,474 shares; 2025Q1: 6,605 shares; 2025Q2: 6,813 shares; 2025Q3: 7,182 shares; 2025Q4: 5,975 shares; 2026Q1: 7,840 shares; 2026Q2: 8,976 shares; 2026Q3: 9,358 shares 9,358 $1.29M 0.36% +382 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; 2024Q4: 10,637 shares; 2025Q1: 10,845 shares; 2025Q2: 10,926 shares; 2025Q3: 11,325 shares; 2025Q4: 11,195 shares; 2026Q1: 11,971 shares; 2026Q2: 12,164 shares; 2026Q3: 12,234 shares 12,234 $1.26M 0.35% +70 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,051 shares; 2025Q1: 3,138 shares; 2025Q2: 4,619 shares; 2025Q3: 3,669 shares; 2025Q4: 4,239 shares; 2026Q1: 5,143 shares; 2026Q2: 6,942 shares; 2026Q3: 8,153 shares 8,153 $1.25M 0.35% +1,211 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,251 shares; 2025Q1: 4,242 shares; 2025Q2: 4,655 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares; 2026Q2: 4,446 shares; 2026Q3: 4,445 shares 4,445 $1.24M 0.34% -1 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; 2024Q4: 35,443 shares; 2025Q1: 34,362 shares; 2025Q2: 36,571 shares; 2025Q3: 35,671 shares; 2025Q4: 35,316 shares; 2026Q1: 35,022 shares; 2026Q2: 34,897 shares; 2026Q3: 33,845 shares 33,845 $1.23M 0.34% -1,052 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 12,864 shares; 2026Q1: 12,864 shares; 2026Q2: 12,864 shares; 2026Q3: 12,864 shares 12,864 $1.23M 0.34% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,911 shares; 2025Q1: 16,988 shares; 2025Q2: 19,285 shares; 2025Q3: 19,021 shares; 2025Q4: 19,156 shares; 2026Q1: 19,970 shares; 2026Q2: 20,365 shares; 2026Q3: 20,841 shares 20,841 $1.22M 0.34% +476 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 637 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 4,786 shares; 2026Q1: 5,053 shares; 2026Q2: 5,154 shares; 2026Q3: 5,188 shares 5,188 $1.21M 0.33% +34 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,957 shares; 2025Q1: 6,957 shares; 2025Q2: 6,956 shares; 2025Q3: 6,956 shares; 2025Q4: 6,956 shares; 2026Q1: 6,956 shares; 2026Q2: 6,956 shares; 2026Q3: 6,956 shares 6,956 $1.21M 0.33% 0 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; 2024Q4: 4,763 shares; 2025Q1: 4,800 shares; 2025Q2: 4,810 shares; 2025Q3: 4,764 shares; 2025Q4: 4,209 shares; 2026Q1: 4,283 shares; 2026Q2: 4,202 shares; 2026Q3: 4,206 shares 4,206 $1.2M 0.33% +4 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; 2024Q4: 32,697 shares; 2025Q1: 32,871 shares; 2025Q2: 32,795 shares; 2025Q3: 33,177 shares; 2025Q4: 33,205 shares; 2026Q1: 33,320 shares; 2026Q2: 33,494 shares; 2026Q3: 25,148 shares 25,148 $1.18M 0.33% -8,346 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,370 shares; 2025Q1: 8,130 shares; 2025Q2: 8,126 shares; 2025Q3: 7,809 shares; 2025Q4: 7,666 shares; 2026Q1: 7,578 shares; 2026Q2: 7,500 shares; 2026Q3: 7,495 shares 7,495 $1.16M 0.32% -5 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,522 shares; 2025Q1: 10,765 shares; 2025Q2: 12,196 shares; 2025Q3: 14,036 shares; 2025Q4: 14,690 shares; 2026Q1: 15,797 shares; 2026Q2: 17,169 shares; 2026Q3: 18,095 shares 18,095 $1.14M 0.31% +926 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 1,693 shares; 2025Q3: 2,071 shares; 2025Q4: 2,150 shares; 2026Q1: 2,676 shares; 2026Q2: 3,101 shares; 2026Q3: 3,293 shares 3,293 $1.09M 0.3% +192 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,537 shares; 2026Q2: 1,965 shares; 2026Q3: 2,107 shares 2,107 $1.09M 0.3% +142 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,450 shares; 2025Q1: 7,514 shares; 2025Q2: 7,725 shares; 2025Q3: 7,798 shares; 2025Q4: 7,777 shares; 2026Q1: 7,836 shares; 2026Q2: 8,010 shares; 2026Q3: 7,845 shares 7,845 $1.08M 0.3% -165 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; 2024Q4: 2,447 shares; 2025Q1: 2,421 shares; 2025Q2: 2,555 shares; 2025Q3: 2,621 shares; 2025Q4: 2,631 shares; 2026Q1: 2,503 shares; 2026Q2: 2,574 shares; 2026Q3: 2,717 shares 2,717 $1.03M 0.29% +143 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,056 shares; 2025Q1: 15,308 shares; 2025Q2: 15,720 shares; 2025Q3: 8,694 shares; 2025Q4: 8,714 shares; 2026Q1: 8,991 shares; 2026Q2: 9,183 shares; 2026Q3: 9,208 shares 9,208 $1.03M 0.28% +25 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,581 shares; 2026Q2: 21,397 shares; 2026Q3: 25,364 shares 25,364 $1.01M 0.28% +3,967 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,626 shares; 2025Q2: 4,728 shares; 2025Q3: 5,052 shares; 2025Q4: 5,071 shares; 2026Q1: 5,397 shares; 2026Q2: 5,550 shares; 2026Q3: 5,594 shares 5,594 $985K 0.27% +44 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,075 shares; 2025Q1: 14,545 shares; 2025Q2: 15,206 shares; 2025Q3: 16,814 shares; 2025Q4: 17,487 shares; 2026Q1: 18,577 shares; 2026Q2: 20,073 shares; 2026Q3: 21,283 shares 21,283 $970K 0.27% +1,210 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; 2024Q4: 10,777 shares; 2025Q1: 11,668 shares; 2025Q2: 11,271 shares; 2025Q3: 11,827 shares; 2025Q4: 11,882 shares; 2026Q1: 11,242 shares; 2026Q2: 12,186 shares; 2026Q3: 12,270 shares 12,270 $958K 0.26% +84 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,797 shares; 2025Q1: 3,844 shares; 2025Q2: 3,985 shares; 2025Q3: 3,981 shares; 2025Q4: 4,025 shares; 2026Q1: 4,474 shares; 2026Q2: 4,913 shares; 2026Q3: 5,104 shares 5,104 $950K 0.26% +191 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,065 shares; 2025Q1: 8,066 shares; 2025Q2: 8,142 shares; 2025Q3: 8,597 shares; 2025Q4: 8,809 shares; 2026Q1: 9,296 shares; 2026Q2: 9,581 shares; 2026Q3: 9,520 shares 9,520 $914K 0.25% -61 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,295 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 4,344 shares; 2026Q1: 4,674 shares; 2026Q2: 4,807 shares; 2026Q3: 4,847 shares 4,847 $912K 0.25% +40 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,217 shares; 2025Q1: 43,223 shares; 2025Q2: 43,225 shares; 2025Q3: 38,231 shares; 2025Q4: 28,234 shares; 2026Q1: 28,254 shares; 2026Q2: 28,278 shares; 2026Q3: 28,287 shares 28,287 $900K 0.25% +9 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,435 shares; 2025Q1: 1,481 shares; 2025Q2: 1,580 shares; 2025Q3: 1,612 shares; 2025Q4: 1,639 shares; 2026Q1: 1,731 shares; 2026Q2: 1,778 shares; 2026Q3: 1,784 shares 1,784 $888K 0.25% +6 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,664 shares; 2025Q1: 1,673 shares; 2025Q2: 1,566 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares; 2026Q2: 1,724 shares; 2026Q3: 1,724 shares 1,724 $877K 0.24% 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; 2024Q4: 13 shares; 2025Q1: 46 shares; 2025Q2: 17,623 shares; 2025Q3: 19,559 shares; 2025Q4: 19,752 shares; 2026Q1: 20,880 shares; 2026Q2: 21,401 shares; 2026Q3: 21,583 shares 21,583 $872K 0.24% +182 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,669 shares; 2026Q1: 6,264 shares; 2026Q2: 7,257 shares; 2026Q3: 10,155 shares 10,155 $867K 0.24% +2,898 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,956 shares; 2025Q1: 17,714 shares; 2025Q2: 26,562 shares; 2025Q3: 24,958 shares; 2025Q4: 24,425 shares; 2026Q1: 36,905 shares; 2026Q2: 36,331 shares; 2026Q3: 36,221 shares 36,221 $864K 0.24% -110 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,937 shares; 2026Q1: 16,735 shares; 2026Q2: 17,402 shares; 2026Q3: 28,531 shares 28,531 $861K 0.24% +11,129 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; 2024Q4: 474 shares; 2025Q1: 499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 725 shares; 2026Q3: 784 shares 784 $835K 0.23% +59 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; 2024Q4: 2,194 shares; 2025Q1: 2,093 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,184 shares; 2026Q3: 4,184 shares 4,184 $819K 0.23% 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; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 675 shares; 2026Q1: 1,246 shares; 2026Q2: 1,523 shares; 2026Q3: 1,861 shares 1,861 $809K 0.22% +338 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,234 shares; 2025Q1: 28,311 shares; 2025Q2: 40,268 shares; 2025Q3: 13,072 shares; 2025Q4: 21,753 shares; 2026Q1: 29,315 shares; 2026Q2: 19,205 shares; 2026Q3: 32,916 shares 32,916 $803K 0.22% +13,711 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 824 shares; 2025Q3: 849 shares; 2025Q4: 854 shares; 2026Q1: 871 shares; 2026Q2: 883 shares; 2026Q3: 887 shares 887 $799K 0.22% +4 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; 2024Q4: 4,126 shares; 2025Q1: 4,151 shares; 2025Q2: 4,139 shares; 2025Q3: 2,781 shares; 2025Q4: 2,788 shares; 2026Q1: 2,800 shares; 2026Q2: 2,851 shares; 2026Q3: 2,851 shares 2,851 $799K 0.22% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,854 shares; 2026Q3: 9,408 shares 9,408 $798K 0.22% +2,554 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 14,678 shares; 2025Q2: 20,738 shares; 2025Q3: 20,592 shares; 2025Q4: 20,611 shares; 2026Q1: 21,441 shares; 2026Q2: 21,990 shares; 2026Q3: 22,094 shares 22,094 $788K 0.22% +104 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,162 shares; 2025Q1: 6,254 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,124 shares; 2026Q1: 6,327 shares; 2026Q2: 6,486 shares; 2026Q3: 6,541 shares 6,541 $786K 0.22% +55 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; 2024Q4: 14,908 shares; 2025Q1: 14,985 shares; 2025Q2: 14,943 shares; 2025Q3: 15,162 shares; 2025Q4: 15,154 shares; 2026Q1: 15,138 shares; 2026Q2: 15,219 shares; 2026Q3: 10,195 shares 10,195 $779K 0.22% -5,024 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,625 shares; 2025Q1: 22,324 shares; 2025Q2: 35,960 shares; 2025Q3: 33,869 shares; 2025Q4: 33,164 shares; 2026Q1: 32,619 shares; 2026Q2: 32,193 shares; 2026Q3: 32,307 shares 32,307 $773K 0.21% +114 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,967 shares; 2025Q1: 3,052 shares; 2025Q2: not reported; 2025Q3: 5,480 shares; 2025Q4: 5,574 shares; 2026Q1: 6,586 shares; 2026Q2: 8,884 shares; 2026Q3: 9,985 shares 9,985 $769K 0.21% +1,101 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,153 shares; 2025Q3: 8,219 shares; 2025Q4: 6,105 shares; 2026Q1: 7,192 shares; 2026Q2: 6,122 shares; 2026Q3: 10,772 shares 10,772 $751K 0.21% +4,650 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 432 shares; 2025Q1: 449 shares; 2025Q2: 481 shares; 2025Q3: 524 shares; 2025Q4: 540 shares; 2026Q1: 671 shares; 2026Q2: 969 shares; 2026Q3: 1,116 shares 1,116 $749K 0.21% +147 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; 2024Q4: 8,569 shares; 2025Q1: 8,594 shares; 2025Q2: 8,600 shares; 2025Q3: 8,604 shares; 2025Q4: 8,658 shares; 2026Q1: 8,727 shares; 2026Q2: 8,751 shares; 2026Q3: 8,768 shares 8,768 $748K 0.21% +17 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,580 shares; 2025Q1: 6,503 shares; 2025Q2: 6,622 shares; 2025Q3: 6,626 shares; 2025Q4: 13,666 shares; 2026Q1: 14,392 shares; 2026Q2: 14,800 shares; 2026Q3: 14,907 shares 14,907 $726K 0.2% +107 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,668 shares; 2025Q1: 1,906 shares; 2025Q2: 1,905 shares; 2025Q3: 2,019 shares; 2025Q4: 2,031 shares; 2026Q1: 2,171 shares; 2026Q2: 2,210 shares; 2026Q3: 2,233 shares 2,233 $716K 0.2% +23 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; 2024Q4: 7,567 shares; 2025Q1: 7,663 shares; 2025Q2: 7,653 shares; 2025Q3: 7,860 shares; 2025Q4: 7,945 shares; 2026Q1: 8,136 shares; 2026Q2: 8,154 shares; 2026Q3: 8,230 shares 8,230 $708K 0.2% +76 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares; 2026Q3: 6,447 shares 6,447 $698K 0.19% +1,460 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,918 shares; 2026Q2: 13,711 shares; 2026Q3: 16,096 shares 16,096 $697K 0.19% +2,385 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,482 shares; 2025Q1: 22,183 shares; 2025Q2: 31,494 shares; 2025Q3: 29,668 shares; 2025Q4: 29,054 shares; 2026Q1: 28,577 shares; 2026Q2: 28,205 shares; 2026Q3: 28,328 shares 28,328 $688K 0.19% +123 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,146 shares; 2025Q1: 1,188 shares; 2025Q2: 1,405 shares; 2025Q3: 1,608 shares; 2025Q4: 1,662 shares; 2026Q1: 1,732 shares; 2026Q2: 1,829 shares; 2026Q3: 1,957 shares 1,957 $687K 0.19% +128 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,658 shares; 2025Q1: 17,790 shares; 2025Q2: 17,745 shares; 2025Q3: 17,929 shares; 2025Q4: 17,920 shares; 2026Q1: 17,947 shares; 2026Q2: 17,990 shares; 2026Q3: 15,261 shares 15,261 $678K 0.19% -2,729 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,619 shares; 2026Q2: 16,717 shares; 2026Q3: 19,945 shares 19,945 $672K 0.19% +3,228 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,311 shares; 2025Q1: 13,130 shares; 2025Q2: 18,190 shares; 2025Q3: 17,094 shares; 2025Q4: 16,731 shares; 2026Q1: 27,633 shares; 2026Q2: 27,200 shares; 2026Q3: 27,127 shares 27,127 $640K 0.18% -73 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,197 shares; 2025Q1: 1,456 shares; 2025Q2: 1,570 shares; 2025Q3: 1,514 shares; 2025Q4: 1,574 shares; 2026Q1: 1,578 shares; 2026Q2: 1,704 shares; 2026Q3: 1,765 shares 1,765 $634K 0.18% +61 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,520 shares; 2025Q1: 2,542 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,305 shares; 2026Q1: 2,343 shares; 2026Q2: 2,370 shares; 2026Q3: 2,374 shares 2,374 $631K 0.17% +4 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,288 shares; 2025Q1: 4,298 shares; 2025Q2: 4,309 shares; 2025Q3: 4,321 shares; 2025Q4: 3,796 shares; 2026Q1: 3,821 shares; 2026Q2: 3,848 shares; 2026Q3: 3,871 shares 3,871 $612K 0.17% +23 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,851 shares; 2026Q3: 12,706 shares 12,706 $611K 0.17% +855 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,124 shares 14,124 $602K 0.17% 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; 2024Q4: 1,163 shares; 2025Q1: 1,316 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares; 2025Q4: 1,247 shares; 2026Q1: 1,374 shares; 2026Q2: 1,544 shares; 2026Q3: 1,656 shares 1,656 $588K 0.16% +112 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; 2024Q4: 7,666 shares; 2025Q1: 7,492 shares; 2025Q2: 10,326 shares; 2025Q3: 10,849 shares; 2025Q4: 10,971 shares; 2026Q1: 11,180 shares; 2026Q2: 11,528 shares; 2026Q3: 11,475 shares 11,475 $586K 0.16% -53 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares; 2026Q2: 1,618 shares; 2026Q3: 1,675 shares 1,675 $582K 0.16% +57 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; 2024Q4: 1,149 shares; 2025Q1: 1,182 shares; 2025Q2: 1,318 shares; 2025Q3: 1,480 shares; 2025Q4: 1,503 shares; 2026Q1: 2,115 shares; 2026Q2: 2,665 shares; 2026Q3: 3,309 shares 3,309 $580K 0.16% +644 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: not reported; 2025Q3: 6,692 shares; 2025Q4: 6,747 shares; 2026Q1: 7,008 shares; 2026Q2: 7,209 shares; 2026Q3: 7,251 shares 7,251 $576K 0.16% +42 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,975 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares; 2026Q2: 3,003 shares; 2026Q3: 3,003 shares 3,003 $572K 0.16% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,749 shares; 2025Q1: 1,854 shares; 2025Q2: 1,859 shares; 2025Q3: 1,964 shares; 2025Q4: 2,000 shares; 2026Q1: 2,129 shares; 2026Q2: 2,071 shares; 2026Q3: 2,136 shares 2,136 $565K 0.16% +65 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 9,830 shares; 2025Q3: 7,749 shares; 2025Q4: 7,749 shares; 2026Q1: 7,749 shares; 2026Q2: 7,749 shares; 2026Q3: 7,749 shares 7,749 $558K 0.15% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares; 2026Q2: 5,320 shares; 2026Q3: 5,320 shares 5,320 $553K 0.15% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,332 shares; 2025Q1: 1,619 shares; 2025Q2: 1,695 shares; 2025Q3: 1,782 shares; 2025Q4: 1,798 shares; 2026Q1: 2,496 shares; 2026Q2: 3,366 shares; 2026Q3: 3,919 shares 3,919 $542K 0.15% +553 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,358 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,949 shares; 2026Q1: 5,778 shares; 2026Q2: 6,765 shares; 2026Q3: 8,081 shares 8,081 $537K 0.15% +1,316 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,170 shares; 2025Q1: 8,180 shares; 2025Q2: 8,221 shares; 2025Q3: 8,231 shares; 2025Q4: 8,278 shares; 2026Q1: 8,284 shares; 2026Q2: 8,284 shares; 2026Q3: 8,284 shares 8,284 $527K 0.15% 0 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; 2024Q4: 31,102 shares; 2025Q1: 30,599 shares; 2025Q2: 31,717 shares; 2025Q3: 29,757 shares; 2025Q4: 29,002 shares; 2026Q1: 28,504 shares; 2026Q2: 27,708 shares; 2026Q3: 26,621 shares 26,621 $520K 0.14% -1,087 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 760 shares; 2025Q1: 786 shares; 2025Q2: 797 shares; 2025Q3: 850 shares; 2025Q4: 863 shares; 2026Q1: 868 shares; 2026Q2: 904 shares; 2026Q3: 930 shares 930 $513K 0.14% +26 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,988 shares; 2025Q1: 3,848 shares; 2025Q2: 3,872 shares; 2025Q3: 3,768 shares; 2025Q4: 7,442 shares; 2026Q1: 7,797 shares; 2026Q2: 8,277 shares; 2026Q3: 8,269 shares 8,269 $509K 0.14% -8 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,717 shares; 2025Q1: 1,741 shares; 2025Q2: 1,729 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,849 shares; 2026Q2: 1,844 shares; 2026Q3: 1,765 shares 1,765 $502K 0.14% -79 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; 2024Q4: 18,603 shares; 2025Q1: 18,442 shares; 2025Q2: 6,343 shares; 2025Q3: 6,101 shares; 2025Q4: 5,319 shares; 2026Q1: 5,345 shares; 2026Q2: 4,816 shares; 2026Q3: 4,765 shares 4,765 $500K 0.14% -51 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares; 2026Q1: 10,424 shares; 2026Q2: 10,424 shares; 2026Q3: 10,424 shares 10,424 $493K 0.14% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,118 shares; 2025Q1: 15,061 shares; 2025Q2: 15,651 shares; 2025Q3: 14,573 shares; 2025Q4: 14,338 shares; 2026Q1: 14,098 shares; 2026Q2: 13,891 shares; 2026Q3: 13,934 shares 13,934 $491K 0.14% +43 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,093 shares; 2025Q1: 3,051 shares; 2025Q2: 3,012 shares; 2025Q3: 2,937 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares; 2026Q3: 2,937 shares 2,937 $490K 0.14% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares; 2026Q2: 3,303 shares; 2026Q3: 3,303 shares 3,303 $490K 0.14% 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; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,394 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares; 2026Q2: 3,344 shares; 2026Q3: 3,344 shares 3,344 $490K 0.14% 0 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; 2024Q4: 8,143 shares; 2025Q1: 8,174 shares; 2025Q2: 8,157 shares; 2025Q3: 8,255 shares; 2025Q4: 8,250 shares; 2026Q1: 8,249 shares; 2026Q2: 8,287 shares; 2026Q3: 6,693 shares 6,693 $488K 0.13% -1,594 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,335 shares; 2025Q1: 13,153 shares; 2025Q2: 18,198 shares; 2025Q3: 17,116 shares; 2025Q4: 16,764 shares; 2026Q1: 21,075 shares; 2026Q2: 20,667 shares; 2026Q3: 20,676 shares 20,676 $485K 0.13% +9 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,838 shares; 2025Q1: 3,908 shares; 2025Q2: 4,883 shares; 2025Q3: 5,237 shares; 2025Q4: 7,784 shares; 2026Q1: 7,236 shares; 2026Q2: 9,164 shares; 2026Q3: 10,051 shares 10,051 $476K 0.13% +887 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; 2024Q4: 1,528 shares; 2025Q1: 1,556 shares; 2025Q2: 1,547 shares; 2025Q3: 1,566 shares; 2025Q4: 1,585 shares; 2026Q1: 1,643 shares; 2026Q2: 1,677 shares; 2026Q3: 1,698 shares 1,698 $462K 0.13% +21 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281 shares; 2026Q3: 461 shares 461 $448K 0.12% +180 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,720 shares; 2025Q1: 10,491 shares; 2025Q2: 2,592 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares; 2026Q3: 2,632 shares 2,632 $445K 0.12% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,386 shares; 2026Q3: 10,458 shares 10,458 $443K 0.12% +2,072 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,326 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 2,414 shares; 2026Q2: 2,735 shares; 2026Q3: 2,803 shares 2,803 $442K 0.12% +68 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,442 shares; 2026Q3: 10,687 shares 10,687 $440K 0.12% +2,245 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,122 shares; 2025Q1: 3,166 shares; 2025Q2: 3,178 shares; 2025Q3: 3,198 shares; 2025Q4: 3,225 shares; 2026Q1: 3,306 shares; 2026Q2: 3,346 shares; 2026Q3: 3,268 shares 3,268 $432K 0.12% -78 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,577 shares; 2025Q1: 24,698 shares; 2025Q2: 29,802 shares; 2025Q3: 10,577 shares; 2025Q4: 13,047 shares; 2026Q1: 20,144 shares; 2026Q2: 19,394 shares; 2026Q3: 20,358 shares 20,358 $415K 0.11% +964 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,607 shares; 2025Q1: 15,607 shares; 2025Q2: 15,607 shares; 2025Q3: 15,607 shares; 2025Q4: 15,607 shares; 2026Q1: 15,607 shares; 2026Q2: 15,607 shares; 2026Q3: 15,607 shares 15,607 $409K 0.11% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,150 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,247 shares; 2025Q4: 1,257 shares; 2026Q1: 1,274 shares; 2026Q2: 1,322 shares; 2026Q3: 1,344 shares 1,344 $409K 0.11% +22 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,977 shares; 2025Q1: 8,027 shares; 2025Q2: 7,998 shares; 2025Q3: 8,107 shares; 2025Q4: 8,092 shares; 2026Q1: 8,134 shares; 2026Q2: 8,174 shares; 2026Q3: 6,457 shares 6,457 $405K 0.11% -1,717 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,190 shares; 2025Q1: 1,754 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 2,555 shares; 2026Q1: 3,531 shares; 2026Q2: 7,673 shares; 2026Q3: 4,293 shares 4,293 $398K 0.11% -3,380 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,784 shares; 2025Q3: 16,780 shares; 2025Q4: 16,459 shares; 2026Q1: 16,204 shares; 2026Q2: 15,998 shares; 2026Q3: 16,047 shares 16,047 $395K 0.11% +49 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; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares; 2026Q3: 7,500 shares 7,500 $394K 0.11% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,852 shares; 2025Q1: 3,140 shares; 2025Q2: 3,556 shares; 2025Q3: 2,898 shares; 2025Q4: 2,843 shares; 2026Q1: 3,078 shares; 2026Q2: 2,742 shares; 2026Q3: 2,742 shares 2,742 $390K 0.11% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,699 shares; 2026Q3: 14,405 shares 14,405 $390K 0.11% +2,706 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,368 shares 3,368 $379K 0.1% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,438 shares; 2026Q3: 2,438 shares 2,438 $378K 0.1% 0 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; 2024Q4: 401 shares; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares; 2026Q3: 616 shares 616 $377K 0.1% -24 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,844 shares; 2025Q1: 5,140 shares; 2025Q2: 5,255 shares; 2025Q3: 6,511 shares; 2025Q4: 6,336 shares; 2026Q1: 5,723 shares; 2026Q2: 5,313 shares; 2026Q3: 5,313 shares 5,313 $368K 0.1% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,030 shares; 2025Q1: 9,156 shares; 2025Q2: 8,506 shares; 2025Q3: 8,856 shares; 2025Q4: 8,790 shares; 2026Q1: 8,690 shares; 2026Q2: 8,690 shares; 2026Q3: 7,585 shares 7,585 $361K 0.1% -1,105 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; 2024Q4: 843 shares; 2025Q1: 866 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 900 shares; 2026Q1: 944 shares; 2026Q2: 973 shares; 2026Q3: 988 shares 988 $352K 0.1% +15 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,317 shares; 2025Q4: 5,800 shares; 2026Q1: 5,972 shares; 2026Q2: 6,371 shares; 2026Q3: 6,128 shares 6,128 $345K 0.1% -243 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,789 shares; 2026Q2: 3,857 shares; 2026Q3: 3,817 shares 3,817 $343K 0.09% -40 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 3,200 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares; 2026Q3: 2,796 shares 2,796 $339K 0.09% 0 Timeline PNQI 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; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,665 shares; 2026Q2: 6,665 shares; 2026Q3: 6,665 shares 6,665 $338K 0.09% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,896 shares; 2025Q1: 13,806 shares; 2025Q2: 17,313 shares; 2025Q3: 17,516 shares; 2025Q4: 7,716 shares; 2026Q1: 11,623 shares; 2026Q2: 17,226 shares; 2026Q3: 21,450 shares 21,450 $337K 0.09% +4,224 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; 2024Q4: 964 shares; 2025Q1: 977 shares; 2025Q2: 952 shares; 2025Q3: 806 shares; 2025Q4: 877 shares; 2026Q1: 831 shares; 2026Q2: 933 shares; 2026Q3: 901 shares 901 $331K 0.09% -32 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,740 shares; 2025Q1: 7,766 shares; 2025Q2: 7,862 shares; 2025Q3: 7,505 shares; 2025Q4: 7,526 shares; 2026Q1: 7,834 shares; 2026Q2: 8,101 shares; 2026Q3: 1,796 shares 1,796 $331K 0.09% -6,305 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 272 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,089 shares 7,089 $330K 0.09% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 337 shares; 2026Q2: 339 shares; 2026Q3: 360 shares 360 $328K 0.09% +21 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,999 shares; 2025Q1: 4,988 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares; 2026Q3: 4,968 shares 4,968 $322K 0.09% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 794 shares; 2025Q1: 1,180 shares; 2025Q2: 1,378 shares; 2025Q3: 1,411 shares; 2025Q4: 1,389 shares; 2026Q1: 1,923 shares; 2026Q2: 1,407 shares; 2026Q3: 1,407 shares 1,407 $321K 0.09% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,078 shares; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares; 2026Q2: 1,202 shares; 2026Q3: 1,242 shares 1,242 $317K 0.09% +40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,361 shares; 2025Q1: 1,329 shares; 2025Q2: 1,422 shares; 2025Q3: 1,450 shares; 2025Q4: 1,467 shares; 2026Q1: 1,530 shares; 2026Q2: 1,504 shares; 2026Q3: 1,551 shares 1,551 $316K 0.09% +47 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,217 shares; 2025Q1: 9,505 shares; 2025Q2: 9,251 shares; 2025Q3: 7,594 shares; 2025Q4: 7,352 shares; 2026Q1: 7,722 shares; 2026Q2: 6,587 shares; 2026Q3: 7,044 shares 7,044 $311K 0.09% +457 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,632 shares; 2026Q3: 4,264 shares 4,264 $303K 0.08% +632 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; 2024Q4: 12,315 shares; 2025Q1: 12,596 shares; 2025Q2: 12,735 shares; 2025Q3: 11,483 shares; 2025Q4: 26,013 shares; 2026Q1: 27,588 shares; 2026Q2: 11,595 shares; 2026Q3: 12,126 shares 12,126 $296K 0.08% +531 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 665 shares; 2025Q1: 688 shares; 2025Q2: 1,432 shares; 2025Q3: 1,419 shares; 2025Q4: 1,426 shares; 2026Q1: 1,453 shares; 2026Q2: 1,469 shares; 2026Q3: 1,495 shares 1,495 $289K 0.08% +26 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares; 2026Q1: 5,968 shares; 2026Q2: 5,968 shares; 2026Q3: 5,968 shares 5,968 $283K 0.08% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 132 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,204 shares; 2026Q3: 6,006 shares 6,006 $277K 0.08% +802 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,695 shares; 2025Q1: 12,081 shares; 2025Q2: 2,075 shares; 2025Q3: 2,168 shares; 2025Q4: 2,135 shares; 2026Q1: 2,216 shares; 2026Q2: 2,079 shares; 2026Q3: 2,174 shares 2,174 $276K 0.08% +95 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; 2024Q4: 1,247 shares; 2025Q1: 1,270 shares; 2025Q2: 3,952 shares; 2025Q3: 5,678 shares; 2025Q4: 1,372 shares; 2026Q1: 1,406 shares; 2026Q2: 1,414 shares; 2026Q3: 1,442 shares 1,442 $275K 0.08% +28 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,505 shares; 2025Q1: 9,735 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 2,018 shares; 2026Q3: 2,018 shares 2,018 $275K 0.08% 0 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; 2024Q4: 1,394 shares; 2025Q1: 1,113 shares; 2025Q2: 1,123 shares; 2025Q3: 1,139 shares; 2025Q4: 1,147 shares; 2026Q1: 1,177 shares; 2026Q2: 1,205 shares; 2026Q3: 1,192 shares 1,192 $265K 0.07% -13 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 6,956 shares; 2025Q3: 6,967 shares; 2025Q4: 6,922 shares; 2026Q1: 7,126 shares; 2026Q2: 5,316 shares; 2026Q3: 5,316 shares 5,316 $262K 0.07% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares; 2026Q3: 1,549 shares 1,549 $258K 0.07% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 736 shares; 2025Q1: 1,578 shares; 2025Q2: 21,026 shares; 2025Q3: not reported; 2025Q4: 13,355 shares; 2026Q1: 15,501 shares; 2026Q2: 8,592 shares; 2026Q3: 10,765 shares 10,765 $257K 0.07% +2,173 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,942 shares; 2025Q2: 5,056 shares; 2025Q3: 5,514 shares; 2025Q4: 5,375 shares; 2026Q1: 5,742 shares; 2026Q2: 4,017 shares; 2026Q3: 3,140 shares 3,140 $255K 0.07% -877 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: not reported; 2026Q1: 477 shares; 2026Q2: 499 shares; 2026Q3: 515 shares 515 $244K 0.07% +16 Timeline BSMV 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; 2024Q4: 6,155 shares; 2025Q1: 5,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,208 shares; 2026Q2: 12,208 shares; 2026Q3: 12,208 shares 12,208 $243K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares; 2026Q3: 1,234 shares 1,234 $241K 0.07% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,634 shares; 2026Q3: 6,634 shares 6,634 $238K 0.07% 0 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,316 shares; 2026Q3: 2,368 shares 2,368 $232K 0.06% +52 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; 2024Q4: 165 shares; 2025Q1: 747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares; 2026Q3: 873 shares 873 $231K 0.06% -10 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,073 shares; 2025Q1: 7,983 shares; 2025Q2: not reported; 2025Q3: 8,587 shares; 2025Q4: 8,651 shares; 2026Q1: 8,858 shares; 2026Q2: 9,395 shares; 2026Q3: 9,450 shares 9,450 $226K 0.06% +55 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,137 shares 6,137 $223K 0.06% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,770 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: 5,303 shares; 2026Q1: 5,430 shares; 2026Q2: 5,521 shares; 2026Q3: 5,493 shares 5,493 $222K 0.06% -28 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 930 shares; 2025Q1: 927 shares; 2025Q2: 933 shares; 2025Q3: 937 shares; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 627 shares; 2026Q3: 623 shares 623 $222K 0.06% -4 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,569 shares; 2025Q1: 5,943 shares; 2025Q2: 8,691 shares; 2025Q3: 9,131 shares; 2025Q4: 9,131 shares; 2026Q1: 9,131 shares; 2026Q2: 9,131 shares; 2026Q3: 9,131 shares 9,131 $218K 0.06% 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; 2024Q4: 2,320 shares; 2025Q1: 2,375 shares; 2025Q2: 2,390 shares; 2025Q3: 2,469 shares; 2025Q4: 2,496 shares; 2026Q1: 2,536 shares; 2026Q2: not reported; 2026Q3: 2,208 shares 2,208 $218K 0.06% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,215 shares; 2025Q1: 8,215 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 8,215 shares; 2026Q1: 8,215 shares; 2026Q2: 8,215 shares; 2026Q3: 8,215 shares 8,215 $207K 0.06% 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; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: not reported; 2026Q2: 1,585 shares; 2026Q3: 1,585 shares 1,585 $206K 0.06% 0 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,376 shares; 2025Q1: 8,259 shares; 2025Q2: 8,903 shares; 2025Q3: 8,298 shares; 2025Q4: 8,162 shares; 2026Q1: 8,044 shares; 2026Q2: not reported; 2026Q3: 8,103 shares 8,103 $202K 0.06% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,741 shares; 2025Q1: 2,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,652 shares; 2026Q2: 2,670 shares; 2026Q3: 2,652 shares 2,652 $201K 0.06% -18 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,011 shares; 2026Q3: 12,634 shares 12,634 $199K 0.05% +623 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; 2024Q4: 11,237 shares; 2025Q1: 11,514 shares; 2025Q2: 11,625 shares; 2025Q3: 11,826 shares; 2025Q4: 12,023 shares; 2026Q1: 12,600 shares; 2026Q2: 12,858 shares; 2026Q3: 13,064 shares 13,064 $158K 0.04% +206 Timeline