IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394,772 shares; 2024Q4: 1,273,153 shares; 2025Q1: 1,179,197 shares; 2025Q2: 1,146,476 shares; 2025Q3: 1,141,502 shares; 2025Q4: 1,137,518 shares; 2026Q1: 1,139,343 shares; 2026Q2: 1,136,642 shares 1,136,642 $110M 9.83% -2,701 Timeline VONV 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: 871,722 shares; 2024Q4: 871,997 shares; 2025Q1: 878,556 shares; 2025Q2: 874,759 shares; 2025Q3: 909,920 shares; 2025Q4: 902,562 shares; 2026Q1: 915,963 shares; 2026Q2: 865,244 shares 865,244 $92M 8.24% -50,719 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: 581,133 shares; 2024Q4: 611,360 shares; 2025Q1: 677,155 shares; 2025Q2: 658,894 shares; 2025Q3: 638,424 shares; 2025Q4: 633,842 shares; 2026Q1: 695,315 shares; 2026Q2: 687,743 shares 687,743 $87.9M 7.87% -7,572 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,963 shares; 2024Q4: 694,835 shares; 2025Q1: 767,580 shares; 2025Q2: 863,967 shares; 2025Q3: 991,190 shares; 2025Q4: 1,226,424 shares; 2026Q1: 1,266,562 shares; 2026Q2: 1,498,899 shares 1,498,899 $69.2M 6.19% +232,337 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058,426 shares; 2024Q4: 1,020,875 shares; 2025Q1: 1,016,715 shares; 2025Q2: 1,000,430 shares; 2025Q3: 1,051,234 shares; 2025Q4: 1,035,338 shares; 2026Q1: 1,002,460 shares; 2026Q2: 1,006,356 shares 1,006,356 $50.7M 4.54% +3,896 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: 98,404 shares; 2024Q4: 97,766 shares; 2025Q1: 97,808 shares; 2025Q2: 97,426 shares; 2025Q3: 97,270 shares; 2025Q4: 97,092 shares; 2026Q1: 96,782 shares; 2026Q2: 580,979 shares 580,979 $50M 4.48% +484,197 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: 41,703 shares; 2024Q4: 74,097 shares; 2025Q1: 79,941 shares; 2025Q2: 571,274 shares; 2025Q3: 598,652 shares; 2025Q4: 692,090 shares; 2026Q1: 770,917 shares; 2026Q2: 854,509 shares 854,509 $43.2M 3.87% +83,592 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,335 shares; 2024Q4: 601,460 shares; 2025Q1: 769,050 shares; 2025Q2: 676,904 shares; 2025Q3: 692,318 shares; 2025Q4: 679,016 shares; 2026Q1: 669,290 shares; 2026Q2: 444,515 shares 444,515 $40.5M 3.63% -224,775 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187,766 shares; 2025Q3: 223,410 shares; 2025Q4: 230,892 shares; 2026Q1: 218,787 shares; 2026Q2: 414,510 shares 414,510 $37.3M 3.34% +195,723 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: 694,503 shares; 2024Q4: 697,535 shares; 2025Q1: 695,770 shares; 2025Q2: 688,119 shares; 2025Q3: 693,666 shares; 2025Q4: 696,074 shares; 2026Q1: 690,687 shares; 2026Q2: 693,186 shares 693,186 $35.9M 3.21% +2,499 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: 668,573 shares; 2024Q4: 580,674 shares; 2025Q1: 529,776 shares; 2025Q2: 482,900 shares; 2025Q3: 471,038 shares; 2025Q4: 466,313 shares; 2026Q1: 441,563 shares; 2026Q2: 405,628 shares 405,628 $33.6M 3.01% -35,935 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: 277,774 shares; 2024Q4: 407,601 shares; 2025Q1: 480,410 shares; 2025Q2: 253,598 shares; 2025Q3: 287,730 shares; 2025Q4: 294,893 shares; 2026Q1: 296,178 shares; 2026Q2: 273,481 shares 273,481 $29.4M 2.64% -22,697 Timeline AVTM 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: 500,872 shares; 2026Q2: 500,857 shares 500,857 $27.3M 2.44% -15 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513,277 shares; 2024Q4: 375,575 shares; 2025Q1: 405,060 shares; 2025Q2: 397,358 shares; 2025Q3: 410,095 shares; 2025Q4: 432,204 shares; 2026Q1: 420,940 shares; 2026Q2: 409,414 shares 409,414 $20.9M 1.87% -11,526 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: 242,464 shares; 2024Q4: 246,191 shares; 2025Q1: 246,188 shares; 2025Q2: 234,146 shares; 2025Q3: 234,146 shares; 2025Q4: 237,166 shares; 2026Q1: 224,645 shares; 2026Q2: 227,080 shares 227,080 $20.2M 1.81% +2,435 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: 90,356 shares; 2024Q4: 91,325 shares; 2025Q1: 91,445 shares; 2025Q2: 90,507 shares; 2025Q3: 90,510 shares; 2025Q4: 90,629 shares; 2026Q1: 90,773 shares; 2026Q2: 90,901 shares 90,901 $19.8M 1.77% +128 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: 166,168 shares; 2024Q4: 626,235 shares; 2025Q1: 626,347 shares; 2025Q2: 634,555 shares; 2025Q3: 634,496 shares; 2025Q4: 622,555 shares; 2026Q1: 608,656 shares; 2026Q2: 574,406 shares 574,406 $19.4M 1.74% -34,250 Timeline AVIV 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: 188,841 shares; 2025Q1: 237,243 shares; 2025Q2: 229,102 shares; 2025Q3: 238,222 shares; 2025Q4: 236,526 shares; 2026Q1: 231,424 shares; 2026Q2: 239,004 shares 239,004 $18.5M 1.66% +7,580 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: 465,870 shares; 2024Q4: 288,132 shares; 2025Q1: 318,082 shares; 2025Q2: 350,836 shares; 2025Q3: 397,644 shares; 2025Q4: 256,525 shares; 2026Q1: 243,383 shares; 2026Q2: 325,545 shares 325,545 $16.5M 1.47% +82,162 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: 161,035 shares; 2024Q4: 147,266 shares; 2025Q1: 147,693 shares; 2025Q2: 144,275 shares; 2025Q3: 144,760 shares; 2025Q4: 145,310 shares; 2026Q1: 145,694 shares; 2026Q2: 146,101 shares 146,101 $16.1M 1.44% +407 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: 176,592 shares; 2024Q4: 530,221 shares; 2025Q1: 525,273 shares; 2025Q2: 533,804 shares; 2025Q3: 535,150 shares; 2025Q4: 527,995 shares; 2026Q1: 420,781 shares; 2026Q2: 423,041 shares 423,041 $14.7M 1.32% +2,260 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,611 shares; 2024Q4: 96,098 shares; 2025Q1: 96,565 shares; 2025Q2: 94,186 shares; 2025Q3: 94,696 shares; 2025Q4: 95,299 shares; 2026Q1: 95,588 shares; 2026Q2: 479,931 shares 479,931 $13.2M 1.18% +384,343 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,745 shares; 2024Q4: 67,864 shares; 2025Q1: 67,822 shares; 2025Q2: 67,711 shares; 2025Q3: 66,710 shares; 2025Q4: 66,650 shares; 2026Q1: 63,753 shares; 2026Q2: 63,772 shares 63,772 $12M 1.07% +19 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: 22,410 shares; 2024Q4: 24,049 shares; 2025Q1: 24,033 shares; 2025Q2: 24,007 shares; 2025Q3: 24,008 shares; 2025Q4: 24,010 shares; 2026Q1: 24,023 shares; 2026Q2: 96,140 shares 96,140 $11.9M 1.07% +72,117 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: 188,636 shares; 2024Q4: 171,617 shares; 2025Q1: 170,273 shares; 2025Q2: 167,353 shares; 2025Q3: 167,426 shares; 2025Q4: 167,578 shares; 2026Q1: 160,321 shares; 2026Q2: 160,701 shares 160,701 $11.4M 1.03% +380 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: 101,940 shares; 2024Q4: 97,685 shares; 2025Q1: 97,409 shares; 2025Q2: 92,754 shares; 2025Q3: 92,595 shares; 2025Q4: 91,877 shares; 2026Q1: 75,693 shares; 2026Q2: 75,769 shares 75,769 $11.2M 1.01% +76 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,343 shares; 2024Q4: 465,519 shares; 2025Q1: 464,593 shares; 2025Q2: 464,465 shares; 2025Q3: 418,837 shares; 2025Q4: 422,584 shares; 2026Q1: 404,737 shares; 2026Q2: 410,881 shares 410,881 $9.74M 0.87% +6,144 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55,016 shares; 2025Q1: 79,134 shares; 2025Q2: 82,082 shares; 2025Q3: 78,899 shares; 2025Q4: 77,230 shares; 2026Q1: 75,244 shares; 2026Q2: 76,699 shares 76,699 $9.57M 0.86% +1,455 Timeline AVES 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: 110,922 shares; 2025Q1: 152,102 shares; 2025Q2: 141,044 shares; 2025Q3: 146,628 shares; 2025Q4: 145,435 shares; 2026Q1: 143,616 shares; 2026Q2: 141,820 shares 141,820 $9.3M 0.83% -1,796 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467,579 shares; 2024Q4: 447,610 shares; 2025Q1: 407,210 shares; 2025Q2: 385,904 shares; 2025Q3: 338,184 shares; 2025Q4: 291,282 shares; 2026Q1: 235,246 shares; 2026Q2: 226,859 shares 226,859 $8.39M 0.75% -8,387 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: 52,050 shares; 2024Q4: 52,045 shares; 2025Q1: 51,937 shares; 2025Q2: 51,452 shares; 2025Q3: 51,271 shares; 2025Q4: 50,849 shares; 2026Q1: 47,200 shares; 2026Q2: 47,321 shares 47,321 $7.48M 0.67% +121 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: 72,938 shares; 2024Q4: 218,814 shares; 2025Q1: 218,814 shares; 2025Q2: 218,814 shares; 2025Q3: 218,814 shares; 2025Q4: 218,814 shares; 2026Q1: 218,814 shares; 2026Q2: 218,814 shares 218,814 $6.94M 0.62% 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: 68,066 shares; 2025Q3: 67,881 shares; 2025Q4: 70,603 shares; 2026Q1: 69,518 shares; 2026Q2: 67,573 shares 67,573 $6.52M 0.58% -1,945 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,446 shares; 2024Q4: 266,229 shares; 2025Q1: 241,580 shares; 2025Q2: 241,212 shares; 2025Q3: 238,181 shares; 2025Q4: 214,890 shares; 2026Q1: 168,054 shares; 2026Q2: 163,980 shares 163,980 $5.6M 0.5% -4,074 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,978 shares; 2024Q4: 224,723 shares; 2025Q1: 209,033 shares; 2025Q2: 194,661 shares; 2025Q3: 161,138 shares; 2025Q4: 153,303 shares; 2026Q1: 115,481 shares; 2026Q2: 111,207 shares 111,207 $5.1M 0.46% -4,274 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,131 shares; 2025Q3: 65,302 shares; 2025Q4: 65,084 shares; 2026Q1: 58,711 shares; 2026Q2: 56,815 shares 56,815 $5.07M 0.45% -1,896 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: 78,308 shares; 2024Q4: 155,700 shares; 2025Q1: 154,595 shares; 2025Q2: 141,621 shares; 2025Q3: 141,591 shares; 2025Q4: 138,318 shares; 2026Q1: 137,817 shares; 2026Q2: 137,946 shares 137,946 $4.98M 0.45% +129 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: 24,716 shares; 2024Q4: 23,886 shares; 2025Q1: 15,774 shares; 2025Q2: 15,752 shares; 2025Q3: 15,433 shares; 2025Q4: 15,469 shares; 2026Q1: 13,398 shares; 2026Q2: 15,529 shares 15,529 $4.49M 0.4% +2,131 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: 81,741 shares; 2024Q4: 158,453 shares; 2025Q1: 158,172 shares; 2025Q2: 171,260 shares; 2025Q3: 171,251 shares; 2025Q4: 170,909 shares; 2026Q1: 157,639 shares; 2026Q2: 157,874 shares 157,874 $4.37M 0.39% +235 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: 5,224 shares; 2024Q4: 5,242 shares; 2025Q1: 5,250 shares; 2025Q2: 5,246 shares; 2025Q3: 5,247 shares; 2025Q4: 5,248 shares; 2026Q1: 5,251 shares; 2026Q2: 5,508 shares 5,508 $4.12M 0.37% +257 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: 47,601 shares; 2025Q3: 61,406 shares; 2025Q4: 61,151 shares; 2026Q1: 53,657 shares; 2026Q2: 53,533 shares 53,533 $3.93M 0.35% -124 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: 5,553 shares; 2024Q4: 5,561 shares; 2025Q1: 5,558 shares; 2025Q2: 5,556 shares; 2025Q3: 5,557 shares; 2025Q4: 5,286 shares; 2026Q1: 5,291 shares; 2026Q2: 5,487 shares 5,487 $3.77M 0.34% +196 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,732 shares; 2024Q4: 77,304 shares; 2025Q1: 77,741 shares; 2025Q2: 75,330 shares; 2025Q3: 75,821 shares; 2025Q4: 76,385 shares; 2026Q1: 76,836 shares; 2026Q2: 77,354 shares 77,354 $3.69M 0.33% +518 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: 21,681 shares; 2024Q4: 20,504 shares; 2025Q1: 18,622 shares; 2025Q2: 16,728 shares; 2025Q3: 16,582 shares; 2025Q4: 16,771 shares; 2026Q1: 17,992 shares; 2026Q2: 18,413 shares 18,413 $3.68M 0.33% +421 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; 2024Q3: 28,582 shares; 2024Q4: 28,633 shares; 2025Q1: 28,669 shares; 2025Q2: 28,460 shares; 2025Q3: 28,460 shares; 2025Q4: 28,285 shares; 2026Q1: 28,319 shares; 2026Q2: 28,353 shares 28,353 $3.37M 0.3% +34 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,066 shares; 2024Q4: 168,845 shares; 2025Q1: 159,220 shares; 2025Q2: 154,240 shares; 2025Q3: 160,246 shares; 2025Q4: 150,012 shares; 2026Q1: 89,715 shares; 2026Q2: 89,016 shares 89,016 $3.2M 0.29% -699 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,684 shares; 2024Q4: 119,281 shares; 2025Q1: 129,603 shares; 2025Q2: 122,567 shares; 2025Q3: 120,402 shares; 2025Q4: 119,768 shares; 2026Q1: 62,903 shares; 2026Q2: 63,224 shares 63,224 $3.09M 0.28% +321 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,762 shares; 2024Q4: 172,660 shares; 2025Q1: 141,646 shares; 2025Q2: 122,866 shares; 2025Q3: 74,308 shares; 2025Q4: 70,195 shares; 2026Q1: 63,712 shares; 2026Q2: 63,043 shares 63,043 $2.93M 0.26% -669 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: 9,100 shares; 2024Q4: 8,672 shares; 2025Q1: 8,083 shares; 2025Q2: 8,078 shares; 2025Q3: 7,857 shares; 2025Q4: 7,862 shares; 2026Q1: 7,447 shares; 2026Q2: 7,961 shares 7,961 $2.85M 0.25% +514 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,805 shares; 2024Q4: 23,336 shares; 2025Q1: 23,318 shares; 2025Q2: 23,009 shares; 2025Q3: 23,062 shares; 2025Q4: 46,233 shares; 2026Q1: 46,291 shares; 2026Q2: 46,417 shares 46,417 $2.47M 0.22% +126 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: 64,499 shares; 2024Q4: 52,673 shares; 2025Q1: 50,725 shares; 2025Q2: 41,068 shares; 2025Q3: 40,750 shares; 2025Q4: 40,815 shares; 2026Q1: 40,548 shares; 2026Q2: 40,553 shares 40,553 $2.42M 0.22% +5 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: 9,303 shares; 2024Q4: 9,339 shares; 2025Q1: 8,422 shares; 2025Q2: 8,454 shares; 2025Q3: 8,689 shares; 2025Q4: 8,654 shares; 2026Q1: 6,178 shares; 2026Q2: 6,331 shares 6,331 $2.36M 0.21% +153 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: 24,077 shares; 2024Q4: 24,232 shares; 2025Q1: 24,214 shares; 2025Q2: 23,815 shares; 2025Q3: 23,815 shares; 2025Q4: 23,815 shares; 2026Q1: 23,815 shares; 2026Q2: 24,000 shares 24,000 $2.29M 0.21% +185 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: 15,672 shares; 2024Q4: 15,676 shares; 2025Q1: 15,672 shares; 2025Q2: 15,646 shares; 2025Q3: 14,941 shares; 2025Q4: 14,940 shares; 2026Q1: 14,943 shares; 2026Q2: 14,953 shares 14,953 $2.19M 0.2% +10 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: 24,372 shares; 2024Q4: 23,154 shares; 2025Q1: 23,153 shares; 2025Q2: 20,797 shares; 2025Q3: 20,797 shares; 2025Q4: 20,486 shares; 2026Q1: 20,486 shares; 2026Q2: 20,797 shares 20,797 $2.16M 0.19% +311 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,751 shares; 2024Q4: 113,297 shares; 2025Q1: 94,522 shares; 2025Q2: 88,384 shares; 2025Q3: 75,032 shares; 2025Q4: 63,863 shares; 2026Q1: 58,445 shares; 2026Q2: 55,734 shares 55,734 $2.12M 0.19% -2,711 Timeline VAW 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: 12,741 shares; 2024Q4: 11,687 shares; 2025Q1: 11,665 shares; 2025Q2: 11,580 shares; 2025Q3: 11,592 shares; 2025Q4: 10,808 shares; 2026Q1: 8,663 shares; 2026Q2: 8,669 shares 8,669 $1.98M 0.18% +6 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,496 shares; 2024Q4: 41,177 shares; 2025Q1: 40,626 shares; 2025Q2: 36,474 shares; 2025Q3: 34,195 shares; 2025Q4: 33,917 shares; 2026Q1: 33,937 shares; 2026Q2: 33,948 shares 33,948 $1.96M 0.18% +11 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,891 shares; 2024Q4: 110,353 shares; 2025Q1: 99,780 shares; 2025Q2: 89,135 shares; 2025Q3: 74,445 shares; 2025Q4: 67,296 shares; 2026Q1: 55,148 shares; 2026Q2: 51,826 shares 51,826 $1.94M 0.17% -3,322 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,651 shares; 2024Q4: 22,728 shares; 2025Q1: 22,766 shares; 2025Q2: 22,824 shares; 2025Q3: 22,949 shares; 2025Q4: 23,187 shares; 2026Q1: 23,307 shares; 2026Q2: 23,477 shares 23,477 $1.93M 0.17% +170 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,837 shares; 2025Q3: 2,821 shares; 2025Q4: 2,787 shares; 2026Q1: 2,452 shares; 2026Q2: 2,533 shares 2,533 $1.83M 0.16% +81 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: 6,507 shares; 2024Q4: 6,847 shares; 2025Q1: 6,843 shares; 2025Q2: 6,783 shares; 2025Q3: 6,789 shares; 2025Q4: 6,795 shares; 2026Q1: 6,819 shares; 2026Q2: 6,840 shares 6,840 $1.66M 0.15% +21 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: 4,690 shares; 2024Q4: 4,923 shares; 2025Q1: 4,923 shares; 2025Q2: 4,923 shares; 2025Q3: 4,821 shares; 2025Q4: 4,821 shares; 2026Q1: 4,142 shares; 2026Q2: 4,650 shares 4,650 $1.64M 0.15% +508 Timeline SPAB 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: 40,988 shares; 2024Q4: 41,496 shares; 2025Q1: 41,761 shares; 2025Q2: 42,162 shares; 2025Q3: 53,817 shares; 2025Q4: 54,543 shares; 2026Q1: 55,964 shares; 2026Q2: 64,252 shares 64,252 $1.64M 0.15% +8,288 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: 7,603 shares; 2024Q4: 7,612 shares; 2025Q1: 7,617 shares; 2025Q2: 7,589 shares; 2025Q3: 6,635 shares; 2025Q4: 6,647 shares; 2026Q1: 6,641 shares; 2026Q2: 6,650 shares 6,650 $1.64M 0.15% +9 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; 2024Q3: 132,949 shares; 2024Q4: 60,095 shares; 2025Q1: 33,902 shares; 2025Q2: 19,340 shares; 2025Q3: 16,761 shares; 2025Q4: 15,249 shares; 2026Q1: 14,496 shares; 2026Q2: 13,324 shares 13,324 $1.62M 0.14% -1,172 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,073 shares; 2024Q4: 32,070 shares; 2025Q1: 29,520 shares; 2025Q2: 27,389 shares; 2025Q3: 26,719 shares; 2025Q4: 23,748 shares; 2026Q1: 23,456 shares; 2026Q2: 23,470 shares 23,470 $1.58M 0.14% +14 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: 6,186 shares; 2024Q4: 6,026 shares; 2025Q1: 5,442 shares; 2025Q2: 5,368 shares; 2025Q3: 5,302 shares; 2025Q4: 5,231 shares; 2026Q1: 5,241 shares; 2026Q2: 5,182 shares 5,182 $1.57M 0.14% -59 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: 7,469 shares; 2024Q4: 6,795 shares; 2025Q1: 5,760 shares; 2025Q2: 5,749 shares; 2025Q3: 5,590 shares; 2025Q4: 5,590 shares; 2026Q1: 5,490 shares; 2026Q2: 5,718 shares 5,718 $1.36M 0.12% +228 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: 2,870 shares; 2024Q4: 3,478 shares; 2025Q1: 3,482 shares; 2025Q2: 3,485 shares; 2025Q3: 3,489 shares; 2025Q4: 6,986 shares; 2026Q1: 6,988 shares; 2026Q2: 6,969 shares 6,969 $1.33M 0.12% -19 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: 3,325 shares; 2024Q4: 3,375 shares; 2025Q1: 3,307 shares; 2025Q2: 3,396 shares; 2025Q3: 3,282 shares; 2025Q4: 3,271 shares; 2026Q1: 3,387 shares; 2026Q2: 3,470 shares 3,470 $1.31M 0.12% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 3,239 shares; 2025Q4: 3,213 shares; 2026Q1: 2,247 shares; 2026Q2: 2,248 shares 2,248 $1.31M 0.12% +1 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,375 shares; 2024Q4: 14,588 shares; 2025Q1: 14,885 shares; 2025Q2: 14,351 shares; 2025Q3: 13,918 shares; 2025Q4: 14,758 shares; 2026Q1: 14,803 shares; 2026Q2: 12,496 shares 12,496 $1.28M 0.11% -2,307 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,587 shares; 2025Q3: 1,572 shares; 2025Q4: 1,576 shares; 2026Q1: 1,356 shares; 2026Q2: 1,355 shares 1,355 $1.27M 0.11% -1 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,197 shares; 2026Q2: 25,198 shares 25,198 $1.21M 0.11% +11,001 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: 2,484 shares; 2024Q4: 2,587 shares; 2025Q1: 2,587 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares; 2025Q4: 2,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,583 shares 1,583 $1.17M 0.1% 0 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: 2,893 shares; 2024Q4: 2,859 shares; 2025Q1: 2,855 shares; 2025Q2: 2,854 shares; 2025Q3: 6,805 shares; 2025Q4: 6,816 shares; 2026Q1: 6,725 shares; 2026Q2: 6,778 shares 6,778 $993K 0.09% +53 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: 1,786 shares; 2024Q4: 1,776 shares; 2025Q1: 1,204 shares; 2025Q2: 2,162 shares; 2025Q3: 2,145 shares; 2025Q4: 2,156 shares; 2026Q1: 2,237 shares; 2026Q2: 2,351 shares 2,351 $989K 0.09% +114 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,223 shares; 2024Q4: 46,237 shares; 2025Q1: 38,476 shares; 2025Q2: 38,476 shares; 2025Q3: 38,474 shares; 2025Q4: 35,396 shares; 2026Q1: 21,293 shares; 2026Q2: 21,293 shares 21,293 $917K 0.08% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,887 shares; 2024Q4: 13,000 shares; 2025Q1: 13,051 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares; 2025Q4: 12,746 shares; 2026Q1: 6,093 shares; 2026Q2: 6,093 shares 6,093 $915K 0.08% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,085 shares; 2024Q4: 13,692 shares; 2025Q1: 13,692 shares; 2025Q2: 13,692 shares; 2025Q3: 13,708 shares; 2025Q4: 13,736 shares; 2026Q1: 13,744 shares; 2026Q2: 13,757 shares 13,757 $914K 0.08% +13 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,408 shares; 2024Q4: 28,333 shares; 2025Q1: 28,328 shares; 2025Q2: 28,290 shares; 2025Q3: 28,290 shares; 2025Q4: 28,184 shares; 2026Q1: 20,469 shares; 2026Q2: 20,464 shares 20,464 $908K 0.08% -5 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: 2,579 shares; 2024Q4: 2,881 shares; 2025Q1: 2,617 shares; 2025Q2: 2,703 shares; 2025Q3: 2,626 shares; 2025Q4: 2,627 shares; 2026Q1: 2,682 shares; 2026Q2: 2,735 shares 2,735 $895K 0.08% +53 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: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,196 shares; 2026Q1: 2,303 shares; 2026Q2: 2,254 shares 2,254 $889K 0.08% -49 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,437 shares; 2025Q1: 1,387 shares; 2025Q2: 1,848 shares; 2025Q3: 1,853 shares; 2025Q4: 1,846 shares; 2026Q1: 1,635 shares; 2026Q2: 1,714 shares 1,714 $883K 0.08% +79 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 301 shares; 2026Q2: 2,921 shares 2,921 $881K 0.08% +2,620 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,480 shares; 2026Q2: 1,486 shares 1,486 $719K 0.06% +6 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: 2,308 shares; 2024Q4: 2,622 shares; 2025Q1: 2,513 shares; 2025Q2: 2,465 shares; 2025Q3: 2,452 shares; 2025Q4: 2,462 shares; 2026Q1: 1,959 shares; 2026Q2: 1,934 shares 1,934 $682K 0.06% -25 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: 2,329 shares; 2024Q4: 2,218 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,923 shares; 2026Q2: 1,957 shares 1,957 $672K 0.06% +34 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,944 shares; 2024Q4: 14,944 shares; 2025Q1: 14,944 shares; 2025Q2: 14,932 shares; 2025Q3: 14,895 shares; 2025Q4: 14,895 shares; 2026Q1: 14,895 shares; 2026Q2: 14,895 shares 14,895 $644K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 999 shares; 2026Q2: 1,007 shares 1,007 $639K 0.06% +8 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,965 shares; 2024Q4: 14,736 shares; 2025Q1: 14,736 shares; 2025Q2: 14,736 shares; 2025Q3: 14,453 shares; 2025Q4: 14,164 shares; 2026Q1: 12,969 shares; 2026Q2: 12,616 shares 12,616 $624K 0.06% -353 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,948 shares; 2025Q4: 1,948 shares; 2026Q1: 2,046 shares; 2026Q2: 1,973 shares 1,973 $621K 0.06% -73 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,119 shares; 2024Q4: 10,137 shares; 2025Q1: 10,111 shares; 2025Q2: 10,056 shares; 2025Q3: 10,059 shares; 2025Q4: 10,073 shares; 2026Q1: 10,091 shares; 2026Q2: 10,110 shares 10,110 $619K 0.06% +19 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,286 shares; 2026Q2: 2,213 shares 2,213 $617K 0.06% -73 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 1,197 shares; 2025Q1: 1,124 shares; 2025Q2: 1,125 shares; 2025Q3: 1,065 shares; 2025Q4: 1,064 shares; 2026Q1: 1,039 shares; 2026Q2: 1,089 shares 1,089 $614K 0.05% +50 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,765 shares; 2025Q1: 1,679 shares; 2025Q2: 1,697 shares; 2025Q3: 1,674 shares; 2025Q4: 1,674 shares; 2026Q1: 1,216 shares; 2026Q2: 1,221 shares 1,221 $612K 0.05% +5 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,717 shares; 2024Q4: 2,717 shares; 2025Q1: 2,714 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,738 shares; 2026Q2: 2,698 shares 2,698 $612K 0.05% -40 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: 1,598 shares; 2024Q4: 1,603 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,608 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares; 2026Q2: 1,607 shares 1,607 $595K 0.05% -6 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: 7,994 shares; 2024Q4: 8,025 shares; 2025Q1: 8,024 shares; 2025Q2: 7,990 shares; 2025Q3: 7,765 shares; 2025Q4: 7,442 shares; 2026Q1: 7,448 shares; 2026Q2: 7,455 shares 7,455 $575K 0.05% +7 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: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,191 shares; 2026Q2: 2,184 shares 2,184 $558K 0.05% -7 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,076 shares; 2024Q4: 2,076 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares; 2026Q1: 2,110 shares; 2026Q2: 2,000 shares 2,000 $541K 0.05% -110 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: 6,427 shares; 2024Q4: 5,937 shares; 2025Q1: 5,621 shares; 2025Q2: 5,581 shares; 2025Q3: 5,536 shares; 2025Q4: 5,540 shares; 2026Q1: 5,569 shares; 2026Q2: 5,560 shares 5,560 $535K 0.05% -9 Timeline OFIX ORTHOFIX MED INC More: the full row for ORTHOFIX MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: not reported; 2026Q1: 57,875 shares; 2026Q2: 57,875 shares 57,875 $529K 0.05% 0 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,381 shares; 2026Q2: 10,405 shares 10,405 $519K 0.05% +3,024 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: 7,819 shares; 2024Q4: 7,086 shares; 2025Q1: 6,479 shares; 2025Q2: 5,998 shares; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 3,655 shares; 2026Q2: 3,639 shares 3,639 $497K 0.04% -16 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: not reported; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,295 shares; 2026Q2: 2,322 shares 2,322 $485K 0.04% +27 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,135 shares; 2024Q4: 5,112 shares; 2025Q1: 5,131 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 4,825 shares; 2026Q1: 4,838 shares; 2026Q2: 4,853 shares 4,853 $464K 0.04% +15 Timeline AVXC 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: 5,434 shares; 2025Q1: 5,587 shares; 2025Q2: 5,310 shares; 2025Q3: 5,214 shares; 2025Q4: 5,506 shares; 2026Q1: 5,768 shares; 2026Q2: 4,957 shares 4,957 $425K 0.04% -811 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $416K 0.04% new 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: 13,386 shares; 2024Q4: 13,386 shares; 2025Q1: 13,386 shares; 2025Q2: 13,380 shares; 2025Q3: 13,380 shares; 2025Q4: 13,380 shares; 2026Q1: 9,536 shares; 2026Q2: 8,569 shares 8,569 $411K 0.04% -967 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: 659 shares; 2024Q4: 940 shares; 2025Q1: 938 shares; 2025Q2: 935 shares; 2025Q3: 1,487 shares; 2025Q4: 1,487 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $407K 0.04% 0 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: 2,089 shares; 2024Q4: 2,123 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,125 shares; 2025Q4: 2,128 shares; 2026Q1: 1,330 shares; 2026Q2: 4,953 shares 4,953 $399K 0.04% +3,623 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: 482 shares; 2024Q4: 406 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 328 shares; 2025Q4: 327 shares; 2026Q1: 330 shares; 2026Q2: 327 shares 327 $392K 0.04% -3 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,114 shares; 2024Q4: 25,114 shares; 2025Q1: 25,430 shares; 2025Q2: 22,369 shares; 2025Q3: 21,300 shares; 2025Q4: 21,241 shares; 2026Q1: 11,392 shares; 2026Q2: 11,392 shares 11,392 $387K 0.03% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 6,668 shares; 2025Q1: 5,168 shares; 2025Q2: 5,168 shares; 2025Q3: not reported; 2025Q4: 4,617 shares; 2026Q1: 4,617 shares; 2026Q2: 4,617 shares 4,617 $360K 0.03% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 15,989 shares 15,989 $357K 0.03% new 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: 25,633 shares; 2024Q4: 24,118 shares; 2025Q1: 21,448 shares; 2025Q2: 9,644 shares; 2025Q3: 9,628 shares; 2025Q4: 9,639 shares; 2026Q1: 9,200 shares; 2026Q2: 9,795 shares 9,795 $355K 0.03% +595 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: 4,888 shares; 2024Q4: 4,972 shares; 2025Q1: 4,972 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,117 shares 5,117 $350K 0.03% +25 Timeline VONE 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: 1,024 shares; 2024Q4: 1,026 shares; 2025Q1: 1,028 shares; 2025Q2: 1,020 shares; 2025Q3: 1,022 shares; 2025Q4: 1,023 shares; 2026Q1: 1,025 shares; 2026Q2: 1,026 shares 1,026 $348K 0.03% +1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $342K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 4,267 shares; 2025Q1: 3,988 shares; 2025Q2: 4,018 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,880 shares; 2026Q2: 3,880 shares 3,880 $341K 0.03% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 7,137 shares; 2025Q1: 6,967 shares; 2025Q2: 6,967 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares; 2026Q2: 6,960 shares 6,960 $332K 0.03% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,234 shares; 2025Q3: 18,360 shares; 2025Q4: 21,294 shares; 2026Q1: 21,460 shares; 2026Q2: 21,927 shares 21,927 $332K 0.03% +467 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares; 2026Q2: 311 shares 311 $331K 0.03% +1 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 993 shares; 2026Q2: 1,000 shares 1,000 $330K 0.03% +7 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 785 shares; 2025Q1: 673 shares; 2025Q2: 674 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $327K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 3,033 shares; 2025Q4: 2,941 shares; 2026Q1: 2,878 shares; 2026Q2: 5,759 shares 5,759 $323K 0.03% +2,881 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,013 shares; 2024Q4: 30,994 shares; 2025Q1: 29,444 shares; 2025Q2: 24,847 shares; 2025Q3: 10,352 shares; 2025Q4: 10,149 shares; 2026Q1: 10,077 shares; 2026Q2: 10,077 shares 10,077 $315K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $313K 0.03% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,122 shares; 2024Q4: 18,122 shares; 2025Q1: 16,773 shares; 2025Q2: 16,321 shares; 2025Q3: 11,464 shares; 2025Q4: 11,540 shares; 2026Q1: 5,993 shares; 2026Q2: 6,041 shares 6,041 $306K 0.03% +48 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,549 shares; 2026Q2: 1,584 shares 1,584 $301K 0.03% +35 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 720 shares; 2026Q2: 669 shares 669 $278K 0.02% -51 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: not reported; 2024Q4: 4,760 shares; 2025Q1: not reported; 2025Q2: 4,753 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,398 shares; 2026Q2: 4,547 shares 4,547 $259K 0.02% +149 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: not reported; 2024Q4: 2,518 shares; 2025Q1: 2,524 shares; 2025Q2: 2,525 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares; 2026Q1: 2,288 shares; 2026Q2: 2,245 shares 2,245 $254K 0.02% -43 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: 493 shares; 2024Q4: 488 shares; 2025Q1: 484 shares; 2025Q2: 485 shares; 2025Q3: 454 shares; 2025Q4: 453 shares; 2026Q1: 470 shares; 2026Q2: 489 shares 489 $251K 0.02% +19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,158 shares; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 2,394 shares; 2026Q1: 974 shares; 2026Q2: 971 shares 971 $244K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,768 shares; 2025Q4: 1,770 shares; 2026Q1: 1,771 shares; 2026Q2: 1,773 shares 1,773 $244K 0.02% +2 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: not reported; 2026Q2: 1,765 shares 1,765 $243K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $242K 0.02% new 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: not reported; 2024Q4: 2,447 shares; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,447 shares; 2026Q1: 2,447 shares; 2026Q2: 2,447 shares 2,447 $236K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 347 shares; 2025Q1: 309 shares; 2025Q2: 438 shares; 2025Q3: 437 shares; 2025Q4: 3,740 shares; 2026Q1: 3,188 shares; 2026Q2: 3,262 shares 3,262 $233K 0.02% +74 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP 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: 3,125 shares; 2025Q4: not reported; 2026Q1: 3,162 shares; 2026Q2: 3,162 shares 3,162 $228K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: not reported; 2026Q2: 7,730 shares 7,730 $228K 0.02% new 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; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 458 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 439 shares; 2026Q2: 444 shares 444 $226K 0.02% +5 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: 783 shares; 2024Q4: 692 shares; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $217K 0.02% new Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,329 shares; 2024Q4: 18,355 shares; 2025Q1: 18,384 shares; 2025Q2: 18,421 shares; 2025Q3: 18,460 shares; 2025Q4: 17,508 shares; 2026Q1: 17,544 shares; 2026Q2: 16,572 shares 16,572 $208K 0.02% -972 Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,267 shares; 2024Q4: 36,013 shares; 2025Q1: 32,085 shares; 2025Q2: 21,829 shares; 2025Q3: 7,724 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,242 shares 6,242 $205K 0.02% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $203K 0.02% new 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: 15,406 shares; 2024Q4: 15,159 shares; 2025Q1: 15,169 shares; 2025Q2: 15,169 shares; 2025Q3: 15,195 shares; 2025Q4: 15,067 shares; 2026Q1: 15,051 shares; 2026Q2: 200 shares 200 $149K 0.01% -14,851 Timeline