IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,129,901 shares 1,129,901 $109M 9.7% -6,741 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; 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; 2026Q3: 854,396 shares 854,396 $92.9M 8.23% -10,848 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; 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; 2026Q3: 686,980 shares 686,980 $88.6M 7.85% -763 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: 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; 2026Q3: 1,608,183 shares 1,608,183 $70.9M 6.28% +109,284 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: 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; 2026Q3: 572,559 shares 572,559 $51.6M 4.57% -8,420 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: 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; 2026Q3: 979,400 shares 979,400 $49.2M 4.36% -26,956 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: 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; 2026Q3: 926,218 shares 926,218 $43.9M 3.89% +71,709 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; 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; 2026Q3: 439,956 shares 439,956 $39.8M 3.52% -4,559 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; 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; 2026Q3: 412,628 shares 412,628 $37.2M 3.3% -1,882 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: 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; 2026Q3: 690,528 shares 690,528 $35.7M 3.17% -2,658 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: 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; 2026Q3: 414,342 shares 414,342 $33.6M 2.98% +8,714 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500,872 shares; 2026Q2: 500,857 shares; 2026Q3: 500,857 shares 500,857 $27.4M 2.43% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 261,197 shares 261,197 $26.4M 2.34% -12,284 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: 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; 2026Q3: 575,971 shares 575,971 $20.7M 1.83% +1,565 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 227,169 shares 227,169 $20.3M 1.8% +89 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; 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; 2026Q3: 397,256 shares 397,256 $20.1M 1.78% -12,158 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: 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; 2026Q3: 90,575 shares 90,575 $19.6M 1.73% -326 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; 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; 2026Q3: 244,700 shares 244,700 $19.5M 1.73% +5,696 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 328,727 shares 328,727 $16.6M 1.47% +3,182 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 146,539 shares 146,539 $16.2M 1.43% +438 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; 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; 2026Q3: 423,616 shares 423,616 $14.1M 1.25% +575 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 471,604 shares 471,604 $13.2M 1.17% -8,327 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 63,942 shares 63,942 $12.4M 1.1% +170 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 96,156 shares 96,156 $12M 1.07% +16 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: 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; 2026Q3: 160,466 shares 160,466 $11.3M 1% -235 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: 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; 2026Q3: 14,033 shares 14,033 $10.7M 0.95% +13,833 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; 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; 2026Q3: 414,475 shares 414,475 $9.94M 0.88% +3,594 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: 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; 2026Q3: 72,188 shares 72,188 $9.82M 0.87% -3,581 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; 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; 2026Q3: 149,947 shares 149,947 $9.77M 0.87% +8,127 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; 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; 2026Q3: 77,976 shares 77,976 $9.18M 0.81% +1,277 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; 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; 2026Q3: 212,028 shares 212,028 $8.01M 0.71% -14,831 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: 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; 2026Q3: 47,307 shares 47,307 $7.34M 0.65% -14 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: 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; 2026Q3: 219,535 shares 219,535 $7.14M 0.63% +721 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; 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; 2026Q3: 67,873 shares 67,873 $6.38M 0.57% +300 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; 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; 2026Q3: 154,831 shares 154,831 $5.48M 0.49% -9,149 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,820 shares 15,820 $5.27M 0.47% +291 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; 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; 2026Q3: 109,927 shares 109,927 $5.18M 0.46% -1,280 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; 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; 2026Q3: 56,147 shares 56,147 $5.06M 0.45% -668 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; 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; 2026Q3: 137,928 shares 137,928 $4.5M 0.4% -18 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: 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; 2026Q3: 157,871 shares 157,871 $4.34M 0.38% -3 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: 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; 2026Q3: 18,889 shares 18,889 $4.31M 0.38% +476 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: 5,242 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; 2026Q3: 5,556 shares 5,556 $4.26M 0.38% +48 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; 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; 2026Q3: 53,563 shares 53,563 $3.7M 0.33% +30 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; 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; 2026Q3: 77,354 shares 77,354 $3.51M 0.31% 0 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: 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; 2026Q3: 28,384 shares 28,384 $3.49M 0.31% +31 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: 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; 2026Q3: 6,658 shares 6,658 $3.41M 0.3% +327 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: 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; 2026Q3: 4,781 shares 4,781 $3.35M 0.3% -706 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; 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; 2026Q3: 89,013 shares 89,013 $3.22M 0.28% -3 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; 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; 2026Q3: 63,224 shares 63,224 $3.14M 0.28% 0 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: 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; 2026Q3: 46,439 shares 46,439 $2.86M 0.25% +22 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: 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; 2026Q3: 8,085 shares 8,085 $2.78M 0.25% +124 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; 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; 2026Q3: 53,410 shares 53,410 $2.56M 0.23% -9,633 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: 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; 2026Q3: 40,558 shares 40,558 $2.41M 0.21% +5 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,077 shares 24,077 $2.29M 0.2% +77 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: 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; 2026Q3: 20,735 shares 20,735 $2.15M 0.19% -62 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; 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; 2026Q3: 55,734 shares 55,734 $2.14M 0.19% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,946 shares 14,946 $2.06M 0.18% -7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,197 shares; 2026Q2: 25,198 shares; 2026Q3: 40,512 shares 40,512 $1.94M 0.17% +15,314 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; 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; 2026Q3: 8,670 shares 8,670 $1.89M 0.17% +1 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; 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; 2026Q3: 23,037 shares 23,037 $1.87M 0.17% -440 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; 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; 2026Q3: 46,782 shares 46,782 $1.76M 0.16% -5,044 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: 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; 2026Q3: 33,278 shares 33,278 $1.76M 0.16% -670 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; 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; 2026Q3: 23,470 shares 23,470 $1.74M 0.15% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,864 shares 6,864 $1.7M 0.15% +24 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; 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; 2026Q3: 66,785 shares 66,785 $1.63M 0.14% +2,533 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: 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; 2026Q3: 4,735 shares 4,735 $1.61M 0.14% +85 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; 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; 2026Q3: 6,654 shares 6,654 $1.54M 0.14% +4 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: 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; 2026Q3: 13,359 shares 13,359 $1.5M 0.13% +35 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: 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; 2026Q3: 5,190 shares 5,190 $1.48M 0.13% +8 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: 6,795 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; 2026Q3: 5,918 shares 5,918 $1.47M 0.13% +200 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: 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; 2026Q3: 2,287 shares 2,287 $1.4M 0.12% +39 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: 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; 2026Q3: 6,969 shares 6,969 $1.36M 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,528 shares 2,528 $1.29M 0.11% -5 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,895 shares 12,895 $1.28M 0.11% +399 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: 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; 2026Q3: 3,554 shares 3,554 $1.25M 0.11% +84 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: 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; 2026Q3: 1,355 shares 1,355 $1.23M 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,583 shares 1,583 $1.17M 0.1% 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; 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; 2026Q3: 6,093 shares 6,093 $1.05M 0.09% 0 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; 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; 2026Q3: 21,293 shares 21,293 $938K 0.08% 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; 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; 2026Q3: 6,806 shares 6,806 $934K 0.08% +28 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; 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; 2026Q3: 20,464 shares 20,464 $934K 0.08% 0 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: 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; 2026Q3: 2,777 shares 2,777 $919K 0.08% +42 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; 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; 2026Q3: 2,155 shares 2,155 $852K 0.08% -29 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,774 shares 13,774 $848K 0.08% +17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,381 shares; 2026Q2: 10,405 shares; 2026Q3: 17,145 shares 17,145 $844K 0.07% +6,740 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; 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; 2026Q3: 1,232 shares 1,232 $832K 0.07% +11 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: 1,776 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; 2026Q3: 2,334 shares 2,334 $828K 0.07% -17 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: 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; 2026Q3: 1,122 shares 1,122 $814K 0.07% +33 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; 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; 2026Q3: 2,698 shares 2,698 $796K 0.07% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,985 shares 1,985 $713K 0.06% +28 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,076 shares 5,076 $688K 0.06% new 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: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 999 shares; 2026Q2: 1,007 shares; 2026Q3: 1,013 shares 1,013 $680K 0.06% +6 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,262 shares 2,262 $651K 0.06% +8 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: 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; 2026Q3: 10,124 shares 10,124 $644K 0.06% +14 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; 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; 2026Q3: 12,418 shares 12,418 $630K 0.06% -198 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,222 shares 2,222 $610K 0.05% +9 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: 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; 2026Q3: 1,608 shares 1,608 $602K 0.05% +1 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,491 shares 1,491 $598K 0.05% +5 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: 3,631 shares 3,631 $591K 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,577 shares 5,577 $585K 0.05% +17 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: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 301 shares; 2026Q2: 2,921 shares; 2026Q3: 2,951 shares 2,951 $575K 0.05% +30 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: 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; 2026Q3: 7,777 shares 7,777 $560K 0.05% +322 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: 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; 2026Q3: 1,957 shares 1,957 $557K 0.05% +23 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,986 shares 1,986 $547K 0.05% +13 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; 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; 2026Q3: 57,875 shares 57,875 $545K 0.05% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,081 shares 12,081 $531K 0.05% -2,814 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; 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; 2026Q3: 2,005 shares 2,005 $516K 0.05% +5 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,868 shares 4,868 $473K 0.04% +15 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,593 shares 1,593 $463K 0.04% -121 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: 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; 2026Q3: 2,343 shares 2,343 $441K 0.04% +21 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares; 2026Q3: 404 shares 404 $430K 0.04% +44 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; 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; 2026Q3: 5,189 shares 5,189 $426K 0.04% +232 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 15,989 shares; 2026Q3: 15,989 shares 15,989 $414K 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; 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; 2026Q3: 4,956 shares 4,956 $389K 0.03% +3 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: 406 shares; 2025Q1: 337 shares; 2025Q2: 337 shares; 2025Q3: 328 shares; 2025Q4: 327 shares; 2026Q1: 330 shares; 2026Q2: 327 shares; 2026Q3: 327 shares 327 $378K 0.03% 0 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; 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; 2026Q3: 11,392 shares 11,392 $375K 0.03% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,208 shares 1,208 $363K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,563 shares 1,563 $361K 0.03% +56 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: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 993 shares; 2026Q2: 1,000 shares; 2026Q3: 1,005 shares 1,005 $358K 0.03% +5 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: 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; 2026Q3: 9,782 shares 9,782 $357K 0.03% -13 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; 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; 2026Q3: 1,028 shares 1,028 $354K 0.03% +2 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,117 shares 5,117 $342K 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; 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; 2026Q3: 6,960 shares 6,960 $341K 0.03% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,765 shares 1,765 $330K 0.03% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 785 shares; 2025Q1: 673 shares; 2025Q2: 674 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 654 shares; 2026Q2: 654 shares; 2026Q3: 654 shares 654 $326K 0.03% 0 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; 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; 2026Q3: 8,536 shares 8,536 $324K 0.03% -33 Timeline HQI HIREQUEST INC More: the full row for HIREQUEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,596 shares 16,596 $317K 0.03% +24 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; 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; 2026Q3: 23,060 shares 23,060 $314K 0.03% +1,133 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; 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; 2026Q3: 10,077 shares 10,077 $314K 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; 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; 2026Q3: 5,763 shares 5,763 $312K 0.03% +4 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER 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: not reported; 2026Q3: 7,494 shares 7,494 $308K 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; 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; 2026Q3: 6,090 shares 6,090 $307K 0.03% +49 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: 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; 2026Q3: 1,608 shares 1,608 $299K 0.03% +24 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; 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; 2026Q3: 666 shares 666 $297K 0.03% -3 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: 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; 2026Q3: 3,880 shares 3,880 $294K 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; 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; 2026Q3: 4,617 shares 4,617 $294K 0.03% 0 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: 488 shares; 2025Q1: 484 shares; 2025Q2: 485 shares; 2025Q3: 454 shares; 2025Q4: 453 shares; 2026Q1: 470 shares; 2026Q2: 489 shares; 2026Q3: 508 shares 508 $280K 0.02% +19 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 347 shares; 2025Q1: 309 shares; 2025Q2: 438 shares; 2025Q3: 437 shares; 2025Q4: 3,740 shares; 2026Q1: 3,188 shares; 2026Q2: 3,262 shares; 2026Q3: 3,798 shares 3,798 $264K 0.02% +536 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310 shares; 2026Q2: 311 shares; 2026Q3: 323 shares 323 $262K 0.02% +12 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: 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; 2026Q3: 4,673 shares 4,673 $254K 0.02% +126 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: 1,158 shares; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 2,394 shares; 2026Q1: 974 shares; 2026Q2: 971 shares; 2026Q3: 971 shares 971 $254K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,768 shares; 2025Q4: 1,770 shares; 2026Q1: 1,771 shares; 2026Q2: 1,773 shares; 2026Q3: 1,774 shares 1,774 $252K 0.02% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares; 2026Q3: 747 shares 747 $245K 0.02% +25 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,447 shares 2,447 $238K 0.02% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,244 shares 2,244 $233K 0.02% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares; 2026Q1: not reported; 2026Q2: 7,730 shares; 2026Q3: 7,731 shares 7,731 $232K 0.02% +1 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: 451 shares; 2025Q1: 451 shares; 2025Q2: 458 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 439 shares; 2026Q2: 444 shares; 2026Q3: 452 shares 452 $230K 0.02% +8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares; 2026Q3: 2,118 shares 2,118 $228K 0.02% +61 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: 2,395 shares; 2025Q1: 2,383 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,470 shares; 2026Q2: not reported; 2026Q3: 2,291 shares 2,291 $226K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,125 shares; 2025Q4: not reported; 2026Q1: 3,162 shares; 2026Q2: 3,162 shares; 2026Q3: 3,243 shares 3,243 $218K 0.02% +81 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 291 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 209 shares; 2025Q4: 208 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $212K 0.02% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,643 shares 2,643 $204K 0.02% new Timeline