ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 784,299 shares; 2025Q1: 756,965 shares; 2025Q2: 511,164 shares; 2025Q3: 630,400 shares; 2025Q4: 636,664 shares; 2026Q1: 772,851 shares; 2026Q2: 1,245,712 shares; 2026Q3: 1,264,241 shares 1,264,241 $210M 18.62% +18,529 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545,466 shares; 2025Q1: 558,737 shares; 2025Q2: 558,807 shares; 2025Q3: 659,356 shares; 2025Q4: 675,305 shares; 2026Q1: 597,997 shares; 2026Q2: 621,939 shares; 2026Q3: 634,120 shares 634,120 $92M 8.15% +12,181 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,729,914 shares; 2026Q2: 1,975,843 shares; 2026Q3: 2,062,927 shares 2,062,927 $75M 6.64% +87,084 Timeline JGRO 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: 707,488 shares; 2025Q1: 713,774 shares; 2025Q2: 654,261 shares; 2025Q3: 643,986 shares; 2025Q4: 644,799 shares; 2026Q1: 678,390 shares; 2026Q2: 700,355 shares; 2026Q3: 722,475 shares 722,475 $69.8M 6.18% +22,120 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,198,779 shares; 2025Q2: 1,582,738 shares; 2025Q3: 1,609,371 shares; 2025Q4: 2,084,626 shares; 2026Q1: 1,540,805 shares; 2026Q2: 1,219,257 shares; 2026Q3: 1,131,051 shares 1,131,051 $57.9M 5.13% -88,206 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,328,281 shares; 2025Q1: 1,452,746 shares; 2025Q2: 1,435,916 shares; 2025Q3: 1,503,262 shares; 2025Q4: 1,413,555 shares; 2026Q1: 1,693,051 shares; 2026Q2: 1,824,886 shares; 2026Q3: 2,197,698 shares 2,197,698 $45.4M 4.02% +372,812 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 970,957 shares; 2025Q1: 1,203,999 shares; 2025Q2: 1,180,035 shares; 2025Q3: 1,071,181 shares; 2025Q4: 1,050,555 shares; 2026Q1: 1,062,448 shares; 2026Q2: 1,078,914 shares; 2026Q3: 1,086,053 shares 1,086,053 $35.3M 3.13% +7,139 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462,830 shares; 2026Q2: 472,740 shares; 2026Q3: 618,552 shares 618,552 $30.3M 2.68% +145,812 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546,505 shares; 2025Q3: 750,898 shares; 2025Q4: 822,446 shares; 2026Q1: 897,320 shares; 2026Q2: 665,525 shares; 2026Q3: 687,739 shares 687,739 $30.2M 2.68% +22,214 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248,188 shares; 2025Q1: 248,603 shares; 2025Q2: 243,078 shares; 2025Q3: 263,573 shares; 2025Q4: 269,010 shares; 2026Q1: 281,501 shares; 2026Q2: 316,893 shares; 2026Q3: 329,764 shares 329,764 $28.7M 2.54% +12,871 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594,510 shares; 2025Q4: 608,647 shares; 2026Q1: 681,984 shares; 2026Q2: 638,243 shares; 2026Q3: 470,273 shares 470,273 $21.9M 1.94% -167,970 Timeline TAXF 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: 419,839 shares; 2025Q1: 431,366 shares; 2025Q2: 412,014 shares; 2025Q3: 397,729 shares; 2025Q4: 412,111 shares; 2026Q1: 420,940 shares; 2026Q2: 436,469 shares; 2026Q3: 439,195 shares 439,195 $20.8M 1.84% +2,726 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 519,226 shares; 2025Q1: 537,360 shares; 2025Q2: 505,155 shares; 2025Q3: 490,884 shares; 2025Q4: 511,050 shares; 2026Q1: 523,488 shares; 2026Q2: 546,282 shares; 2026Q3: 553,698 shares 553,698 $20.4M 1.81% +7,416 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410,692 shares; 2025Q1: 429,304 shares; 2025Q2: 432,260 shares; 2025Q3: 444,751 shares; 2025Q4: 441,849 shares; 2026Q1: 447,787 shares; 2026Q2: 471,735 shares; 2026Q3: 473,459 shares 473,459 $19.3M 1.71% +1,724 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,097 shares; 2025Q4: 161,795 shares; 2026Q1: 243,471 shares; 2026Q2: 335,543 shares; 2026Q3: 294,213 shares 294,213 $17.7M 1.57% -41,330 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: not reported; 2025Q3: 211,425 shares; 2025Q4: 153,326 shares; 2026Q1: 4,125 shares; 2026Q2: 10,959 shares; 2026Q3: 187,253 shares 187,253 $16.9M 1.49% +176,294 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: 211,979 shares; 2025Q1: 210,667 shares; 2025Q2: 213,136 shares; 2025Q3: 205,406 shares; 2025Q4: 202,739 shares; 2026Q1: 223,071 shares; 2026Q2: 168,051 shares; 2026Q3: 172,756 shares 172,756 $16.4M 1.45% +4,705 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526,954 shares; 2026Q3: 529,290 shares 529,290 $15.8M 1.4% +2,336 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares; 2026Q1: 19,300 shares; 2026Q2: 19,300 shares; 2026Q3: 652,493 shares 652,493 $14M 1.24% +633,193 Timeline JPSE 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: 228,895 shares; 2025Q1: 242,632 shares; 2025Q2: 242,683 shares; 2025Q3: 236,319 shares; 2025Q4: 228,459 shares; 2026Q1: 230,661 shares; 2026Q2: 230,728 shares; 2026Q3: 230,303 shares 230,303 $13M 1.15% -425 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,808 shares; 2025Q3: 188,018 shares; 2025Q4: 194,318 shares; 2026Q1: 209,632 shares; 2026Q2: 207,195 shares; 2026Q3: 247,219 shares 247,219 $11.6M 1.03% +40,024 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203,459 shares; 2025Q1: 225,083 shares; 2025Q2: 223,511 shares; 2025Q3: 226,374 shares; 2025Q4: 228,049 shares; 2026Q1: 230,340 shares; 2026Q2: 226,328 shares; 2026Q3: 223,735 shares 223,735 $10.5M 0.93% -2,593 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: 40,916 shares; 2025Q1: 31,625 shares; 2025Q2: 31,720 shares; 2025Q3: 31,657 shares; 2025Q4: 30,691 shares; 2026Q1: 32,580 shares; 2026Q2: 42,612 shares; 2026Q3: 42,735 shares 42,735 $9.76M 0.86% +123 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,674 shares; 2025Q1: 70,507 shares; 2025Q2: 77,276 shares; 2025Q3: 83,100 shares; 2025Q4: 128,554 shares; 2026Q1: 184,279 shares; 2026Q2: 193,058 shares; 2026Q3: 192,323 shares 192,323 $9.51M 0.84% -735 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: 31,130 shares; 2025Q1: 29,850 shares; 2025Q2: 21,639 shares; 2025Q3: 21,494 shares; 2025Q4: 21,893 shares; 2026Q1: 22,673 shares; 2026Q2: 27,333 shares; 2026Q3: 27,342 shares 27,342 $9.11M 0.81% +9 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: 825,825 shares; 2026Q1: 273,894 shares; 2026Q2: 19,013 shares; 2026Q3: 115,545 shares 115,545 $7.59M 0.67% +96,532 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: 10,639 shares; 2025Q1: 10,857 shares; 2025Q2: 9,731 shares; 2025Q3: 9,772 shares; 2025Q4: 9,906 shares; 2026Q1: 10,766 shares; 2026Q2: 12,107 shares; 2026Q3: 13,342 shares 13,342 $6.84M 0.61% +1,235 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: 83,692 shares; 2025Q1: 99,931 shares; 2025Q2: 100,888 shares; 2025Q3: 98,911 shares; 2025Q4: 96,552 shares; 2026Q1: 97,127 shares; 2026Q2: 94,702 shares; 2026Q3: 92,115 shares 92,115 $6.63M 0.59% -2,587 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: 9,181 shares; 2025Q1: 8,677 shares; 2025Q2: 8,466 shares; 2025Q3: 8,380 shares; 2025Q4: 8,311 shares; 2026Q1: 8,387 shares; 2026Q2: 8,915 shares; 2026Q3: 8,427 shares 8,427 $6.23M 0.55% -488 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,091 shares; 2025Q1: 86,332 shares; 2025Q2: 87,029 shares; 2025Q3: 97,419 shares; 2025Q4: 100,194 shares; 2026Q1: 103,780 shares; 2026Q2: 112,173 shares; 2026Q3: 116,053 shares 116,053 $5.89M 0.52% +3,880 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,980 shares; 2025Q1: 88,120 shares; 2025Q2: 66,077 shares; 2025Q3: 68,201 shares; 2025Q4: 63,277 shares; 2026Q1: 70,243 shares; 2026Q2: 57,827 shares; 2026Q3: 50,755 shares 50,755 $5.08M 0.45% -7,072 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: 2,539 shares; 2025Q1: 9,384 shares; 2025Q2: 6,025 shares; 2025Q3: 6,136 shares; 2025Q4: 6,141 shares; 2026Q1: 6,166 shares; 2026Q2: 10,130 shares; 2026Q3: 13,327 shares 13,327 $4.99M 0.44% +3,197 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: 79,010 shares; 2025Q1: 78,810 shares; 2025Q2: 101,165 shares; 2025Q3: 6,972 shares; 2025Q4: 15,982 shares; 2026Q1: 17,694 shares; 2026Q2: 22,942 shares; 2026Q3: 24,720 shares 24,720 $4.84M 0.43% +1,778 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: 6,523 shares; 2025Q1: 6,876 shares; 2025Q2: 7,130 shares; 2025Q3: 7,093 shares; 2025Q4: 7,471 shares; 2026Q1: 8,806 shares; 2026Q2: 14,040 shares; 2026Q3: 13,935 shares 13,935 $4.75M 0.42% -105 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: 10,048 shares; 2025Q1: 11,957 shares; 2025Q2: 10,465 shares; 2025Q3: 10,215 shares; 2025Q4: 11,347 shares; 2026Q1: 12,274 shares; 2026Q2: 20,378 shares; 2026Q3: 18,781 shares 18,781 $4.68M 0.41% -1,597 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,142 shares; 2025Q1: 72,000 shares; 2025Q2: 70,611 shares; 2025Q3: 60,714 shares; 2025Q4: 57,807 shares; 2026Q1: 56,383 shares; 2026Q2: 54,262 shares; 2026Q3: 51,592 shares 51,592 $4.36M 0.39% -2,670 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $3.74M 0.33% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,846 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares; 2025Q4: 3,832 shares; 2026Q1: 3,832 shares; 2026Q2: 5,154 shares; 2026Q3: 4,896 shares 4,896 $3.73M 0.33% -258 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,604 shares; 2025Q1: 90,512 shares; 2025Q2: 87,794 shares; 2025Q3: 82,803 shares; 2025Q4: 80,710 shares; 2026Q1: 80,243 shares; 2026Q2: 80,890 shares; 2026Q3: 78,989 shares 78,989 $3.71M 0.33% -1,901 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,554 shares; 2025Q1: 14,074 shares; 2025Q2: 14,022 shares; 2025Q3: 13,989 shares; 2025Q4: 13,982 shares; 2026Q1: 13,837 shares; 2026Q2: 13,748 shares; 2026Q3: 13,270 shares 13,270 $3.68M 0.33% -478 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,325 shares; 2025Q1: 75,913 shares; 2025Q2: 74,513 shares; 2025Q3: 70,656 shares; 2025Q4: 70,547 shares; 2026Q1: 67,937 shares; 2026Q2: 66,395 shares; 2026Q3: 66,124 shares 66,124 $3.63M 0.32% -271 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,809 shares; 2025Q1: 37,574 shares; 2025Q2: 39,303 shares; 2025Q3: 39,497 shares; 2025Q4: 38,341 shares; 2026Q1: 37,786 shares; 2026Q2: 38,426 shares; 2026Q3: 38,325 shares 38,325 $3.62M 0.32% -101 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: 10,725 shares; 2025Q1: 13,194 shares; 2025Q2: 7,946 shares; 2025Q3: 7,998 shares; 2025Q4: 7,904 shares; 2026Q1: 7,696 shares; 2026Q2: 11,460 shares; 2026Q3: 10,275 shares 10,275 $3.54M 0.31% -1,185 Timeline PUSH PGIM ETF TR More: the full row for PGIM 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: 5,240 shares; 2026Q1: 63,363 shares; 2026Q2: 69,871 shares; 2026Q3: 64,744 shares 64,744 $3.22M 0.29% -5,127 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: 3,149 shares; 2025Q1: 3,200 shares; 2025Q2: 3,402 shares; 2025Q3: 3,601 shares; 2025Q4: 3,497 shares; 2026Q1: 3,667 shares; 2026Q2: 3,707 shares; 2026Q3: 3,723 shares 3,723 $2.85M 0.25% +16 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: 3,701 shares; 2025Q1: 6,162 shares; 2025Q2: 5,032 shares; 2025Q3: 5,443 shares; 2025Q4: 5,602 shares; 2026Q1: 6,141 shares; 2026Q2: 6,735 shares; 2026Q3: 7,860 shares 7,860 $2.76M 0.24% +1,125 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,253 shares; 2025Q1: 41,757 shares; 2025Q2: 41,839 shares; 2025Q3: 39,401 shares; 2025Q4: 38,158 shares; 2026Q1: 36,963 shares; 2026Q2: 36,131 shares; 2026Q3: 35,770 shares 35,770 $2.55M 0.23% -361 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: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 2,852 shares; 2025Q4: 3,324 shares; 2026Q1: 4,244 shares; 2026Q2: 33,199 shares; 2026Q3: 32,386 shares 32,386 $2.54M 0.22% -813 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: 1,765 shares; 2025Q1: 2,055 shares; 2025Q2: 2,276 shares; 2025Q3: 2,495 shares; 2025Q4: 2,565 shares; 2026Q1: 2,652 shares; 2026Q2: 3,580 shares; 2026Q3: 3,426 shares 3,426 $2.48M 0.22% -154 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: 4,001 shares; 2025Q1: 4,155 shares; 2025Q2: 4,525 shares; 2025Q3: 4,438 shares; 2025Q4: 4,349 shares; 2026Q1: 4,577 shares; 2026Q2: 29,130 shares; 2026Q3: 26,794 shares 26,794 $2.41M 0.21% -2,336 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,889 shares; 2025Q1: 9,394 shares; 2025Q2: 9,265 shares; 2025Q3: 8,034 shares; 2025Q4: 8,030 shares; 2026Q1: 7,979 shares; 2026Q2: 7,819 shares; 2026Q3: 7,419 shares 7,419 $2.35M 0.21% -400 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 14,719 shares; 2025Q4: 16,325 shares; 2026Q1: 27,655 shares; 2026Q2: 30,922 shares; 2026Q3: 32,490 shares 32,490 $2.32M 0.21% +1,568 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,801 shares; 2025Q1: 14,884 shares; 2025Q2: 14,448 shares; 2025Q3: 14,297 shares; 2025Q4: 14,076 shares; 2026Q1: 14,248 shares; 2026Q2: 14,601 shares; 2026Q3: 23,401 shares 23,401 $2.27M 0.2% +8,800 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,533 shares; 2025Q1: 7,399 shares; 2025Q2: 7,539 shares; 2025Q3: 7,461 shares; 2025Q4: 7,386 shares; 2026Q1: 7,197 shares; 2026Q2: 7,471 shares; 2026Q3: 7,440 shares 7,440 $2.27M 0.2% -31 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294,692 shares; 2025Q1: 294,966 shares; 2025Q2: 298,718 shares; 2025Q3: 288,064 shares; 2025Q4: 169,196 shares; 2026Q1: 130,350 shares; 2026Q2: 11,343 shares; 2026Q3: 9,653 shares 9,653 $2.15M 0.19% -1,690 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: 1,381 shares; 2026Q3: 1,924 shares 1,924 $2.05M 0.18% +543 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 431,556 shares; 2025Q1: 36,816 shares; 2025Q2: 31,911 shares; 2025Q3: 30,644 shares; 2025Q4: 30,748 shares; 2026Q1: 31,239 shares; 2026Q2: 31,087 shares; 2026Q3: 30,359 shares 30,359 $2.03M 0.18% -728 Timeline QUS 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: 11,299 shares; 2025Q1: 11,284 shares; 2025Q2: 11,275 shares; 2025Q3: 10,827 shares; 2025Q4: 10,770 shares; 2026Q1: 10,734 shares; 2026Q2: 10,661 shares; 2026Q3: 10,623 shares 10,623 $2.02M 0.18% -38 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,221 shares; 2025Q1: 15,481 shares; 2025Q2: 27,677 shares; 2025Q3: 33,290 shares; 2025Q4: 33,132 shares; 2026Q1: 33,787 shares; 2026Q2: 28,986 shares; 2026Q3: 28,863 shares 28,863 $2M 0.18% -123 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: 15,402 shares; 2025Q1: 14,671 shares; 2025Q2: 15,061 shares; 2025Q3: 14,637 shares; 2025Q4: 13,937 shares; 2026Q1: 14,064 shares; 2026Q2: 13,917 shares; 2026Q3: 13,307 shares 13,307 $1.81M 0.16% -610 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: 15,591 shares; 2025Q1: 18,037 shares; 2025Q2: 20,454 shares; 2025Q3: 22,052 shares; 2025Q4: 22,586 shares; 2026Q1: 19,947 shares; 2026Q2: 18,153 shares; 2026Q3: 21,466 shares 21,466 $1.74M 0.15% +3,313 Timeline RSPT 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: 27,462 shares; 2025Q1: 26,165 shares; 2025Q2: 25,389 shares; 2025Q3: 25,373 shares; 2025Q4: 25,320 shares; 2026Q1: 25,432 shares; 2026Q2: 25,022 shares; 2026Q3: 25,017 shares 25,017 $1.65M 0.15% -5 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: 1,205,502 shares; 2025Q1: 895,038 shares; 2025Q2: 1,051,949 shares; 2025Q3: 41,140 shares; 2025Q4: 34,508 shares; 2026Q1: 32,058 shares; 2026Q2: 32,058 shares; 2026Q3: 32,562 shares 32,562 $1.63M 0.14% +504 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,413 shares; 2025Q1: 10,917 shares; 2025Q2: 10,873 shares; 2025Q3: 10,876 shares; 2025Q4: 10,878 shares; 2026Q1: 10,881 shares; 2026Q2: 10,907 shares; 2026Q3: 10,919 shares 10,919 $1.62M 0.14% +12 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,474 shares; 2025Q1: 28,795 shares; 2025Q2: 28,719 shares; 2025Q3: 26,815 shares; 2025Q4: 26,504 shares; 2026Q1: 25,405 shares; 2026Q2: 24,781 shares; 2026Q3: 24,293 shares 24,293 $1.54M 0.14% -488 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,012 shares; 2025Q1: 2,107 shares; 2025Q2: 2,385 shares; 2025Q3: 2,448 shares; 2025Q4: 2,574 shares; 2026Q1: 2,626 shares; 2026Q2: 3,346 shares; 2026Q3: 3,361 shares 3,361 $1.53M 0.14% +15 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: 4,444 shares; 2025Q1: 4,113 shares; 2025Q2: 4,101 shares; 2025Q3: 4,156 shares; 2025Q4: 4,099 shares; 2026Q1: 4,223 shares; 2026Q2: 4,518 shares; 2026Q3: 4,516 shares 4,516 $1.49M 0.13% -2 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 9,196 shares; 2025Q4: 7,340 shares; 2026Q1: 9,307 shares; 2026Q2: 7,643 shares; 2026Q3: 6,292 shares 6,292 $1.48M 0.13% -1,351 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares; 2026Q3: 2,125 shares 2,125 $1.3M 0.12% +790 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: 2,739 shares; 2025Q1: 2,900 shares; 2025Q2: 2,859 shares; 2025Q3: 2,856 shares; 2025Q4: 2,687 shares; 2026Q1: 2,662 shares; 2026Q2: 10,549 shares; 2026Q3: 10,143 shares 10,143 $1.27M 0.11% -406 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: 1,330 shares; 2025Q1: 1,405 shares; 2025Q2: 1,780 shares; 2025Q3: 1,516 shares; 2025Q4: 1,681 shares; 2026Q1: 1,902 shares; 2026Q2: 3,473 shares; 2026Q3: 3,422 shares 3,422 $1.21M 0.11% -51 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,275 shares; 2025Q1: 3,654 shares; 2025Q2: 3,619 shares; 2025Q3: 3,550 shares; 2025Q4: 3,556 shares; 2026Q1: 3,596 shares; 2026Q2: 3,947 shares; 2026Q3: 4,538 shares 4,538 $1.2M 0.11% +591 Timeline JPME 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: 11,519 shares; 2025Q1: 11,602 shares; 2025Q2: 11,442 shares; 2025Q3: 11,022 shares; 2025Q4: 10,544 shares; 2026Q1: 10,626 shares; 2026Q2: 10,068 shares; 2026Q3: 10,048 shares 10,048 $1.2M 0.11% -20 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: 2,405 shares; 2025Q1: 2,279 shares; 2025Q2: 1,845 shares; 2025Q3: 1,492 shares; 2025Q4: 1,325 shares; 2026Q1: 1,799 shares; 2026Q2: 3,672 shares; 2026Q3: 3,298 shares 3,298 $1.18M 0.1% -374 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,132 shares; 2025Q1: 41,013 shares; 2025Q2: 41,063 shares; 2025Q3: 41,294 shares; 2025Q4: 40,994 shares; 2026Q1: 40,767 shares; 2026Q2: 40,643 shares; 2026Q3: 40,520 shares 40,520 $1.18M 0.1% -123 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: 691 shares; 2025Q1: 807 shares; 2025Q2: 674 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 574 shares; 2026Q2: 1,466 shares; 2026Q3: 1,279 shares 1,279 $1.16M 0.1% -187 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,420 shares; 2025Q1: 18,420 shares; 2025Q2: 17,920 shares; 2025Q3: 20,505 shares; 2025Q4: 19,912 shares; 2026Q1: 19,967 shares; 2026Q2: 20,055 shares; 2026Q3: 18,219 shares 18,219 $1.15M 0.1% -1,836 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,325 shares; 2025Q1: 4,147 shares; 2025Q2: 4,169 shares; 2025Q3: 3,828 shares; 2025Q4: 3,770 shares; 2026Q1: 3,691 shares; 2026Q2: 3,598 shares; 2026Q3: 3,594 shares 3,594 $1.14M 0.1% -4 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,651 shares; 2025Q1: 9,484 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares; 2026Q1: 9,225 shares; 2026Q2: 9,572 shares; 2026Q3: 9,460 shares 9,460 $1.11M 0.1% -112 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: 11,061 shares; 2025Q1: 11,028 shares; 2025Q2: 11,691 shares; 2025Q3: 11,729 shares; 2025Q4: 11,712 shares; 2026Q1: 11,814 shares; 2026Q2: 11,809 shares; 2026Q3: 11,286 shares 11,286 $1.1M 0.1% -523 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: 5,320 shares; 2025Q1: 5,476 shares; 2025Q2: 3,352 shares; 2025Q3: 3,237 shares; 2025Q4: 3,558 shares; 2026Q1: 3,700 shares; 2026Q2: 3,951 shares; 2026Q3: 3,924 shares 3,924 $1.03M 0.09% -27 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: 26,962 shares; 2025Q1: 27,408 shares; 2025Q2: 27,219 shares; 2025Q3: 27,219 shares; 2025Q4: 27,664 shares; 2026Q1: 27,789 shares; 2026Q2: 36,844 shares; 2026Q3: 27,789 shares 27,789 $998K 0.09% -9,055 Timeline SPTM 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: 11,919 shares; 2025Q1: 11,886 shares; 2025Q2: 11,809 shares; 2025Q3: 11,451 shares; 2025Q4: 11,386 shares; 2026Q1: 10,841 shares; 2026Q2: 10,799 shares; 2026Q3: 10,795 shares 10,795 $994K 0.09% -4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,511 shares; 2025Q1: 12,511 shares; 2025Q2: 12,511 shares; 2025Q3: 9,518 shares; 2025Q4: 9,112 shares; 2026Q1: 9,112 shares; 2026Q2: 9,112 shares; 2026Q3: 9,149 shares 9,149 $976K 0.09% +37 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,497 shares; 2025Q1: 1,499 shares; 2025Q2: 1,231 shares; 2025Q3: 1,244 shares; 2025Q4: 1,235 shares; 2026Q1: 1,198 shares; 2026Q2: 1,204 shares; 2026Q3: 3,640 shares 3,640 $964K 0.09% +2,436 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,087 shares; 2026Q1: 2,042 shares; 2026Q2: 2,395 shares; 2026Q3: 2,088 shares 2,088 $949K 0.08% -307 Timeline AVDV 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: 6,949 shares; 2025Q1: 7,342 shares; 2025Q2: 7,232 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares; 2026Q1: 7,210 shares; 2026Q2: 8,706 shares; 2026Q3: 8,494 shares 8,494 $929K 0.08% -212 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares; 2026Q3: 2,638 shares 2,638 $928K 0.08% +10 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,368 shares; 2025Q1: 3,659 shares; 2025Q2: 3,615 shares; 2025Q3: 3,668 shares; 2025Q4: 3,726 shares; 2026Q1: 3,676 shares; 2026Q2: 4,434 shares; 2026Q3: 6,258 shares 6,258 $909K 0.08% +1,824 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: 20,720 shares; 2025Q1: 25,993 shares; 2025Q2: 26,083 shares; 2025Q3: 26,083 shares; 2025Q4: 26,484 shares; 2026Q1: 26,640 shares; 2026Q2: 26,640 shares; 2026Q3: 30,202 shares 30,202 $906K 0.08% +3,562 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: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 2,612 shares; 2026Q3: 3,982 shares 3,982 $860K 0.08% +1,370 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: 7,819 shares; 2025Q1: 13,700 shares; 2025Q2: 14,977 shares; 2025Q3: 13,771 shares; 2025Q4: 15,565 shares; 2026Q1: 13,861 shares; 2026Q2: 13,763 shares; 2026Q3: 14,105 shares 14,105 $837K 0.07% +342 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: 5,002 shares 5,002 $814K 0.07% new Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,959 shares; 2025Q1: 12,039 shares; 2025Q2: 10,823 shares; 2025Q3: 10,343 shares; 2025Q4: 11,078 shares; 2026Q1: 11,145 shares; 2026Q2: 11,420 shares; 2026Q3: 11,420 shares 11,420 $799K 0.07% 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: 1,214 shares; 2025Q1: 1,402 shares; 2025Q2: 1,349 shares; 2025Q3: 1,438 shares; 2025Q4: 1,405 shares; 2026Q1: 1,425 shares; 2026Q2: 1,482 shares; 2026Q3: 1,579 shares 1,579 $786K 0.07% +97 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,263 shares; 2025Q1: 6,843 shares; 2025Q2: 8,781 shares; 2025Q3: 8,885 shares; 2025Q4: 9,114 shares; 2026Q1: 9,111 shares; 2026Q2: 9,202 shares; 2026Q3: 9,174 shares 9,174 $779K 0.07% -28 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,431 shares; 2025Q3: 2,619 shares; 2025Q4: 2,916 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares; 2026Q3: 2,728 shares 2,728 $758K 0.07% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,779 shares; 2025Q1: 16,889 shares; 2025Q2: 16,796 shares; 2025Q3: 18,429 shares; 2025Q4: 18,351 shares; 2026Q1: 18,246 shares; 2026Q2: 17,541 shares; 2026Q3: 17,516 shares 17,516 $747K 0.07% -25 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,951 shares; 2025Q1: 13,047 shares; 2025Q2: 10,408 shares; 2025Q3: 10,414 shares; 2025Q4: 10,421 shares; 2026Q1: 10,369 shares; 2026Q2: 10,266 shares; 2026Q3: 10,248 shares 10,248 $712K 0.06% -18 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 518 shares; 2026Q2: 817 shares; 2026Q3: 745 shares 745 $708K 0.06% -72 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: 468 shares; 2025Q4: 425 shares; 2026Q1: 313 shares; 2026Q2: 1,001 shares; 2026Q3: 871 shares 871 $706K 0.06% -130 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: 627 shares; 2025Q1: 665 shares; 2025Q2: 636 shares; 2025Q3: 522 shares; 2025Q4: 506 shares; 2026Q1: 526 shares; 2026Q2: 525 shares; 2026Q3: 606 shares 606 $701K 0.06% +81 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: 5,184 shares; 2025Q1: 5,171 shares; 2025Q2: 5,163 shares; 2025Q3: 5,486 shares; 2025Q4: 4,554 shares; 2026Q1: 4,764 shares; 2026Q2: 4,793 shares; 2026Q3: 4,852 shares 4,852 $690K 0.06% +59 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,588 shares; 2025Q1: 2,632 shares; 2025Q2: 2,595 shares; 2025Q3: 2,593 shares; 2025Q4: 2,586 shares; 2026Q1: 2,786 shares; 2026Q2: 3,208 shares; 2026Q3: 3,475 shares 3,475 $663K 0.06% +267 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,916 shares; 2026Q3: 6,761 shares 6,761 $661K 0.06% -155 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,974 shares; 2025Q1: 1,793 shares; 2025Q2: 1,637 shares; 2025Q3: 1,632 shares; 2025Q4: 1,355 shares; 2026Q1: 1,596 shares; 2026Q2: 1,701 shares; 2026Q3: 1,580 shares 1,580 $653K 0.06% -121 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,407 shares; 2025Q1: 12,542 shares; 2025Q2: 12,386 shares; 2025Q3: 12,822 shares; 2025Q4: 12,912 shares; 2026Q1: 13,243 shares; 2026Q2: 14,497 shares; 2026Q3: 15,355 shares 15,355 $638K 0.06% +858 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: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 1,670 shares; 2025Q3: 1,128 shares; 2025Q4: 1,061 shares; 2026Q1: 1,038 shares; 2026Q2: 2,486 shares; 2026Q3: 2,111 shares 2,111 $601K 0.05% -375 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares; 2026Q3: 1,965 shares 1,965 $598K 0.05% +53 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,373 shares; 2025Q1: 9,930 shares; 2025Q2: 9,406 shares; 2025Q3: 9,452 shares; 2025Q4: 9,452 shares; 2026Q1: 9,452 shares; 2026Q2: 9,452 shares; 2026Q3: 9,469 shares 9,469 $597K 0.05% +17 Timeline SYSB 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: not reported; 2025Q4: 6,324 shares; 2026Q1: 7,263 shares; 2026Q2: 7,142 shares; 2026Q3: 7,049 shares 7,049 $594K 0.05% -93 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: 16,115 shares; 2025Q1: 16,115 shares; 2025Q2: 17,301 shares; 2025Q3: 17,301 shares; 2025Q4: 17,788 shares; 2026Q1: 17,788 shares; 2026Q2: 17,788 shares; 2026Q3: 17,789 shares 17,789 $593K 0.05% +1 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: 1,501 shares; 2025Q1: 1,538 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 717 shares; 2026Q1: 762 shares; 2026Q2: 842 shares; 2026Q3: 1,069 shares 1,069 $590K 0.05% +227 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,642 shares; 2026Q3: 2,646 shares 2,646 $588K 0.05% +4 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,415 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares; 2026Q3: 2,958 shares 2,958 $586K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 5,030 shares; 2025Q4: not reported; 2026Q1: 4,530 shares; 2026Q2: 11,445 shares; 2026Q3: 11,689 shares 11,689 $579K 0.05% +244 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,065 shares; 2025Q1: 2,127 shares; 2025Q2: 2,100 shares; 2025Q3: 2,058 shares; 2025Q4: 2,063 shares; 2026Q1: 1,682 shares; 2026Q2: 4,119 shares; 2026Q3: 4,354 shares 4,354 $576K 0.05% +235 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,615 shares; 2026Q3: 3,797 shares 3,797 $573K 0.05% -818 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,644 shares; 2026Q2: 23,616 shares; 2026Q3: 22,241 shares 22,241 $572K 0.05% -1,375 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: 554 shares; 2025Q1: 556 shares; 2025Q2: 632 shares; 2025Q3: 465 shares; 2025Q4: 467 shares; 2026Q1: 535 shares; 2026Q2: 555 shares; 2026Q3: 846 shares 846 $571K 0.05% +291 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: 19,420 shares; 2025Q1: 18,899 shares; 2025Q2: 19,459 shares; 2025Q3: 20,685 shares; 2025Q4: 29,752 shares; 2026Q1: 20,824 shares; 2026Q2: 19,972 shares; 2026Q3: 20,707 shares 20,707 $569K 0.05% +735 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 828 shares; 2026Q1: 991 shares; 2026Q2: 1,307 shares; 2026Q3: 1,295 shares 1,295 $556K 0.05% -12 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: 7,940 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 11,394 shares; 2026Q1: 11,394 shares; 2026Q2: 11,394 shares; 2026Q3: 11,527 shares 11,527 $552K 0.05% +133 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: 7,140 shares; 2025Q1: 7,197 shares; 2025Q2: 2,312 shares; 2025Q3: 2,399 shares; 2025Q4: 2,122 shares; 2026Q1: 2,202 shares; 2026Q2: 2,514 shares; 2026Q3: 2,876 shares 2,876 $534K 0.05% +362 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: 7,260 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,967 shares; 2025Q4: 8,887 shares; 2026Q1: 8,887 shares; 2026Q2: 8,871 shares; 2026Q3: 11,633 shares 11,633 $531K 0.05% +2,762 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,396 shares; 2025Q1: 108,173 shares; 2025Q2: 106,381 shares; 2025Q3: 101,206 shares; 2025Q4: 194,548 shares; 2026Q1: 202,658 shares; 2026Q2: 141,576 shares; 2026Q3: 3,272 shares 3,272 $496K 0.04% -138,304 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: 3,013 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares; 2026Q2: 4,133 shares; 2026Q3: 4,538 shares 4,538 $488K 0.04% +405 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,819 shares; 2025Q1: 8,819 shares; 2025Q2: 8,819 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,819 shares; 2026Q2: 8,819 shares; 2026Q3: 8,819 shares 8,819 $485K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,021 shares; 2025Q3: 1,116 shares; 2025Q4: 1,275 shares; 2026Q1: 1,466 shares; 2026Q2: 1,763 shares; 2026Q3: 1,779 shares 1,779 $483K 0.04% +16 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,235 shares; 2026Q3: 1,414 shares 1,414 $480K 0.04% +179 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: 1,846 shares; 2025Q1: 1,841 shares; 2025Q2: 1,953 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares; 2026Q1: 1,949 shares; 2026Q2: 2,004 shares; 2026Q3: 2,072 shares 2,072 $479K 0.04% +68 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,420 shares; 2026Q2: 3,420 shares; 2026Q3: 3,420 shares 3,420 $471K 0.04% 0 Timeline BAPR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,548 shares; 2026Q3: 8,548 shares 8,548 $467K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,932 shares; 2025Q1: 1,345 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,309 shares; 2026Q1: 1,310 shares; 2026Q2: 2,052 shares; 2026Q3: 2,098 shares 2,098 $461K 0.04% +46 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: 4,479 shares; 2025Q1: 4,783 shares; 2025Q2: 4,788 shares; 2025Q3: 3,275 shares; 2025Q4: 3,447 shares; 2026Q1: 3,832 shares; 2026Q2: 4,150 shares; 2026Q3: 4,393 shares 4,393 $457K 0.04% +243 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: 3,629 shares; 2025Q1: 3,327 shares; 2025Q2: 3,112 shares; 2025Q3: 3,344 shares; 2025Q4: 3,219 shares; 2026Q1: 3,161 shares; 2026Q2: 3,281 shares; 2026Q3: 3,242 shares 3,242 $445K 0.04% -39 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,765 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,860 shares; 2026Q1: 2,534 shares; 2026Q2: 3,034 shares; 2026Q3: 3,034 shares 3,034 $444K 0.04% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,154 shares; 2025Q3: 28,173 shares; 2025Q4: 16,858 shares; 2026Q1: 18,072 shares; 2026Q2: 19,516 shares; 2026Q3: 18,632 shares 18,632 $444K 0.04% -884 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,583 shares; 2025Q1: 12,764 shares; 2025Q2: 13,001 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares; 2026Q1: 13,043 shares; 2026Q2: 13,043 shares; 2026Q3: 13,043 shares 13,043 $444K 0.04% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,699 shares; 2025Q3: 1,455 shares; 2025Q4: 1,467 shares; 2026Q1: 1,179 shares; 2026Q2: 1,429 shares; 2026Q3: 1,402 shares 1,402 $438K 0.04% -27 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,791 shares; 2025Q1: 2,627 shares; 2025Q2: 2,805 shares; 2025Q3: 2,587 shares; 2025Q4: 2,600 shares; 2026Q1: 2,936 shares; 2026Q2: 3,152 shares; 2026Q3: 3,420 shares 3,420 $433K 0.04% +268 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,136 shares; 2026Q3: 2,346 shares 2,346 $430K 0.04% +210 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,611 shares; 2026Q1: 2,024 shares; 2026Q2: 1,622 shares; 2026Q3: 1,204 shares 1,204 $429K 0.04% -418 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,188 shares; 2025Q1: 6,149 shares; 2025Q2: 3,284 shares; 2025Q3: 3,201 shares; 2025Q4: 2,622 shares; 2026Q1: 2,761 shares; 2026Q2: 2,357 shares; 2026Q3: 5,075 shares 5,075 $428K 0.04% +2,718 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 320 shares; 2025Q3: 334 shares; 2025Q4: 436 shares; 2026Q1: 482 shares; 2026Q2: 588 shares; 2026Q3: 498 shares 498 $425K 0.04% -90 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 424 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 3,383 shares; 2026Q3: 3,383 shares 3,383 $425K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,677 shares; 2025Q1: 2,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,654 shares; 2026Q3: 1,067 shares 1,067 $424K 0.04% -587 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,355 shares; 2025Q1: 2,389 shares; 2025Q2: 2,425 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,553 shares; 2026Q2: 2,555 shares; 2026Q3: 2,833 shares 2,833 $422K 0.04% +278 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: 7,515 shares; 2025Q1: 7,617 shares; 2025Q2: 6,155 shares; 2025Q3: 5,909 shares; 2025Q4: 5,888 shares; 2026Q1: 5,895 shares; 2026Q2: 7,012 shares; 2026Q3: 7,748 shares 7,748 $422K 0.04% +736 Timeline DDTA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,080 shares; 2026Q3: 20,080 shares 20,080 $421K 0.04% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 7,846 shares; 2026Q3: 7,846 shares 7,846 $420K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 236 shares; 2025Q4: 244 shares; 2026Q1: 260 shares; 2026Q2: 2,810 shares; 2026Q3: 2,088 shares 2,088 $407K 0.04% -722 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,078 shares; 2025Q1: 5,251 shares; 2025Q2: 4,596 shares; 2025Q3: 4,557 shares; 2025Q4: 4,534 shares; 2026Q1: 4,481 shares; 2026Q2: 4,481 shares; 2026Q3: 4,456 shares 4,456 $406K 0.04% -25 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 2,513 shares; 2025Q3: 2,648 shares; 2025Q4: 2,635 shares; 2026Q1: 2,813 shares; 2026Q2: 4,184 shares; 2026Q3: 3,134 shares 3,134 $406K 0.04% -1,050 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,720 shares; 2026Q3: 10,119 shares 10,119 $400K 0.04% +4,399 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares; 2026Q2: 7,116 shares; 2026Q3: 7,116 shares 7,116 $398K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 815 shares; 2025Q4: 817 shares; 2026Q1: 818 shares; 2026Q2: 1,212 shares; 2026Q3: 1,270 shares 1,270 $397K 0.04% +58 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: 2,369 shares; 2025Q2: 850 shares; 2025Q3: 868 shares; 2025Q4: 893 shares; 2026Q1: 920 shares; 2026Q2: 1,179 shares; 2026Q3: 1,215 shares 1,215 $395K 0.04% +36 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,437 shares; 2025Q1: 10,569 shares; 2025Q2: 9,833 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,628 shares 13,628 $389K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 399 shares 399 $388K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,636 shares; 2025Q1: 5,491 shares; 2025Q2: 5,174 shares; 2025Q3: 4,915 shares; 2025Q4: 4,878 shares; 2026Q1: 4,869 shares; 2026Q2: 4,869 shares; 2026Q3: 4,862 shares 4,862 $381K 0.03% -7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,969 shares; 2025Q1: 1,816 shares; 2025Q2: 1,643 shares; 2025Q3: 1,384 shares; 2025Q4: 1,434 shares; 2026Q1: 1,573 shares; 2026Q2: 2,269 shares; 2026Q3: 2,014 shares 2,014 $379K 0.03% -255 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,022 shares; 2025Q1: 3,055 shares; 2025Q2: 3,052 shares; 2025Q3: 2,982 shares; 2025Q4: 2,963 shares; 2026Q1: 2,871 shares; 2026Q2: 2,611 shares; 2026Q3: 2,582 shares 2,582 $377K 0.03% -29 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,882 shares; 2025Q3: 2,305 shares; 2025Q4: 2,066 shares; 2026Q1: 2,736 shares; 2026Q2: 3,882 shares; 2026Q3: 3,845 shares 3,845 $374K 0.03% -37 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares; 2026Q3: 557 shares 557 $374K 0.03% +8 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,118 shares; 2026Q2: 2,042 shares; 2026Q3: 2,010 shares 2,010 $374K 0.03% -32 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,319 shares; 2025Q1: 9,553 shares; 2025Q2: 8,026 shares; 2025Q3: 7,942 shares; 2025Q4: 7,952 shares; 2026Q1: 7,910 shares; 2026Q2: 7,660 shares; 2026Q3: 8,305 shares 8,305 $371K 0.03% +645 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: 2,392 shares; 2025Q1: 1,944 shares; 2025Q2: 2,064 shares; 2025Q3: 1,998 shares; 2025Q4: 2,061 shares; 2026Q1: 2,477 shares; 2026Q2: 3,378 shares; 2026Q3: 3,739 shares 3,739 $370K 0.03% +361 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 400 shares 400 $369K 0.03% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,362 shares; 2025Q2: 5,382 shares; 2025Q3: 5,375 shares; 2025Q4: 5,374 shares; 2026Q1: 5,351 shares; 2026Q2: 5,351 shares; 2026Q3: 5,351 shares 5,351 $363K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 829 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 824 shares; 2026Q2: 557 shares; 2026Q3: 563 shares 563 $362K 0.03% +6 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: 4,510 shares; 2025Q1: 3,671 shares; 2025Q2: 3,549 shares; 2025Q3: 3,070 shares; 2025Q4: 3,060 shares; 2026Q1: 3,051 shares; 2026Q2: 4,546 shares; 2026Q3: 3,438 shares 3,438 $361K 0.03% -1,108 Timeline ABND 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: 12,975 shares; 2025Q1: 12,895 shares; 2025Q2: 8,010 shares; 2025Q3: 8,025 shares; 2025Q4: 7,965 shares; 2026Q1: 8,053 shares; 2026Q2: 8,083 shares; 2026Q3: 8,607 shares 8,607 $358K 0.03% +524 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: 2,146 shares; 2025Q1: 2,015 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,922 shares; 2026Q1: 1,809 shares; 2026Q2: 1,809 shares; 2026Q3: 1,840 shares 1,840 $356K 0.03% +31 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares; 2026Q2: 5,310 shares; 2026Q3: 5,310 shares 5,310 $353K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,130 shares; 2025Q3: 1,225 shares; 2025Q4: 1,259 shares; 2026Q1: 1,599 shares; 2026Q2: 1,630 shares; 2026Q3: 1,694 shares 1,694 $351K 0.03% +64 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,944 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares; 2026Q1: 2,217 shares; 2026Q2: 2,801 shares; 2026Q3: 3,021 shares 3,021 $344K 0.03% +220 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,272 shares; 2026Q2: 2,464 shares; 2026Q3: 2,744 shares 2,744 $343K 0.03% +280 Timeline QXO QXO INC More: the full row for QXO 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: 13,524 shares; 2026Q1: 18,082 shares; 2026Q2: 27,484 shares; 2026Q3: 28,359 shares 28,359 $332K 0.03% +875 Timeline PMAY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,843 shares; 2026Q3: 7,817 shares 7,817 $330K 0.03% +2,974 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,038 shares; 2026Q2: 2,238 shares; 2026Q3: 2,358 shares 2,358 $328K 0.03% +120 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,821 shares; 2025Q3: 1,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,522 shares; 2026Q3: 2,887 shares 2,887 $325K 0.03% +365 Timeline MDYG 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: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares; 2026Q3: 3,060 shares 3,060 $320K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,985 shares; 2026Q3: 3,018 shares 3,018 $314K 0.03% +33 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,203 shares; 2025Q3: 1,201 shares; 2025Q4: 1,204 shares; 2026Q1: 1,200 shares; 2026Q2: 1,212 shares; 2026Q3: 1,212 shares 1,212 $313K 0.03% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,414 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,039 shares; 2026Q2: 4,039 shares; 2026Q3: 4,039 shares 4,039 $308K 0.03% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,386 shares; 2025Q1: 5,308 shares; 2025Q2: 5,300 shares; 2025Q3: 5,198 shares; 2025Q4: 5,181 shares; 2026Q1: 5,118 shares; 2026Q2: 4,437 shares; 2026Q3: 4,427 shares 4,427 $301K 0.03% -10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,357 shares; 2026Q1: 5,357 shares; 2026Q2: 5,357 shares; 2026Q3: 6,054 shares 6,054 $301K 0.03% +697 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: 1,755 shares; 2025Q1: 2,007 shares; 2025Q2: 1,748 shares; 2025Q3: 1,545 shares; 2025Q4: 1,309 shares; 2026Q1: 1,026 shares; 2026Q2: 1,347 shares; 2026Q3: 1,025 shares 1,025 $298K 0.03% -322 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 2,328 shares; 2025Q2: 2,324 shares; 2025Q3: 2,469 shares; 2025Q4: 2,372 shares; 2026Q1: 2,412 shares; 2026Q2: 2,386 shares; 2026Q3: 2,421 shares 2,421 $290K 0.03% +35 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,711 shares; 2025Q1: 2,706 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares; 2026Q3: 3,250 shares 3,250 $288K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,801 shares; 2025Q4: 3,041 shares; 2026Q1: 3,472 shares; 2026Q2: 4,471 shares; 2026Q3: 3,556 shares 3,556 $285K 0.03% -915 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: 5,932 shares; 2025Q1: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares; 2026Q1: 2,827 shares; 2026Q2: 2,827 shares; 2026Q3: 2,817 shares 2,817 $279K 0.02% -10 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,448 shares; 2026Q1: 4,473 shares; 2026Q2: 4,473 shares; 2026Q3: 4,473 shares 4,473 $273K 0.02% 0 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: not reported; 2025Q1: 19,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 5,251 shares; 2026Q2: 5,251 shares; 2026Q3: 5,376 shares 5,376 $273K 0.02% +125 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares; 2026Q3: 983 shares 983 $268K 0.02% +36 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,716 shares; 2025Q2: 10,706 shares; 2025Q3: 11,526 shares; 2025Q4: 10,964 shares; 2026Q1: 12,230 shares; 2026Q2: 15,294 shares; 2026Q3: 9,104 shares 9,104 $267K 0.02% -6,190 Timeline DGRO 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: not reported; 2025Q4: 3,514 shares; 2026Q1: 3,527 shares; 2026Q2: 3,527 shares; 2026Q3: 3,527 shares 3,527 $266K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,158 shares 1,158 $266K 0.02% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: not reported; 2026Q3: 858 shares 858 $262K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares; 2026Q3: 736 shares 736 $262K 0.02% +37 Timeline SUSA 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: 1,570 shares; 2025Q4: 1,910 shares; 2026Q1: 1,959 shares; 2026Q2: 1,955 shares; 2026Q3: 1,675 shares 1,675 $261K 0.02% -280 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,556 shares; 2025Q1: 3,567 shares; 2025Q2: 3,572 shares; 2025Q3: 3,487 shares; 2025Q4: 3,478 shares; 2026Q1: 3,412 shares; 2026Q2: 3,118 shares; 2026Q3: 3,120 shares 3,120 $255K 0.02% +2 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 2,207 shares; 2026Q2: 2,459 shares; 2026Q3: 2,613 shares 2,613 $255K 0.02% +154 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,751 shares 1,751 $254K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,171 shares; 2025Q3: 1,193 shares; 2025Q4: 1,205 shares; 2026Q1: 1,266 shares; 2026Q2: 1,703 shares; 2026Q3: 1,372 shares 1,372 $253K 0.02% -331 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 8,401 shares; 2025Q4: 9,534 shares; 2026Q1: 9,588 shares; 2026Q2: 9,732 shares; 2026Q3: 9,941 shares 9,941 $252K 0.02% +209 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,728 shares 5,728 $252K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: not reported; 2026Q3: 462 shares 462 $249K 0.02% new 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: 585 shares; 2025Q1: 559 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 552 shares; 2026Q1: 553 shares; 2026Q2: 552 shares; 2026Q3: 555 shares 555 $248K 0.02% +3 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: 3,253 shares; 2025Q1: 4,170 shares; 2025Q2: 5,213 shares; 2025Q3: 5,477 shares; 2025Q4: 6,840 shares; 2026Q1: 6,087 shares; 2026Q2: 2,253 shares; 2026Q3: 2,271 shares 2,271 $247K 0.02% +18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 328 shares; 2026Q1: 581 shares; 2026Q2: 704 shares; 2026Q3: 351 shares 351 $246K 0.02% -353 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 184 shares; 2025Q2: 179 shares; 2025Q3: 151 shares; 2025Q4: 150 shares; 2026Q1: 183 shares; 2026Q2: 163 shares; 2026Q3: 142 shares 142 $245K 0.02% -21 Timeline PAUG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,247 shares 5,247 $245K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329 shares; 2026Q2: 2,725 shares; 2026Q3: 2,948 shares 2,948 $244K 0.02% +223 Timeline HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS 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: 2,292 shares 2,292 $241K 0.02% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares; 2026Q2: 4,735 shares; 2026Q3: 4,851 shares 4,851 $241K 0.02% +116 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,418 shares; 2025Q1: 6,212 shares; 2025Q2: 5,650 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,660 shares 5,660 $237K 0.02% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA 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: 1,598 shares; 2026Q3: 2,390 shares 2,390 $237K 0.02% +792 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN 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: 3,566 shares; 2026Q3: 3,569 shares 3,569 $234K 0.02% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares; 2026Q3: 454 shares 454 $232K 0.02% +153 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: not reported; 2026Q3: 792 shares 792 $232K 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; 2024Q4: 1,710 shares; 2025Q1: 961 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 448 shares; 2026Q2: 412 shares; 2026Q3: 454 shares 454 $231K 0.02% +42 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 965 shares; 2026Q3: 973 shares 973 $231K 0.02% +8 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 989 shares 989 $231K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,916 shares 1,916 $230K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,489 shares 2,489 $229K 0.02% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,193 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 994 shares; 2026Q2: 846 shares; 2026Q3: 772 shares 772 $228K 0.02% -74 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 41 shares; 2026Q1: not reported; 2026Q2: 1,194 shares; 2026Q3: 1,392 shares 1,392 $227K 0.02% +198 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 3,421 shares; 2026Q2: 4,244 shares; 2026Q3: 3,739 shares 3,739 $226K 0.02% -505 Timeline PSEP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,815 shares 4,815 $226K 0.02% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,348 shares; 2026Q3: 1,348 shares 1,348 $225K 0.02% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: not reported; 2026Q3: 3,859 shares 3,859 $225K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: not reported; 2026Q3: 1,067 shares 1,067 $225K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 527 shares; 2025Q4: 4,636 shares; 2026Q1: 4,799 shares; 2026Q2: 5,540 shares; 2026Q3: 3,211 shares 3,211 $223K 0.02% -2,329 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 307 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 298 shares; 2025Q4: 287 shares; 2026Q1: 230 shares; 2026Q2: 168 shares; 2026Q3: 123 shares 123 $223K 0.02% -45 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,711 shares; 2026Q2: 2,861 shares; 2026Q3: 2,910 shares 2,910 $222K 0.02% +49 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 1,911 shares; 2026Q1: 2,020 shares; 2026Q2: 2,308 shares; 2026Q3: 1,710 shares 1,710 $222K 0.02% -598 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,187 shares 2,187 $221K 0.02% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: not reported; 2026Q2: 4,679 shares; 2026Q3: 4,679 shares 4,679 $220K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,162 shares; 2026Q3: 3,162 shares 3,162 $219K 0.02% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,378 shares; 2025Q1: 10,304 shares; 2025Q2: 9,648 shares; 2025Q3: 9,326 shares; 2025Q4: 9,250 shares; 2026Q1: 9,701 shares; 2026Q2: 9,775 shares; 2026Q3: 7,052 shares 7,052 $217K 0.02% -2,723 Timeline AON AON PLC More: the full row for AON PLC 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: 790 shares; 2026Q3: 784 shares 784 $217K 0.02% -6 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,264 shares; 2026Q2: 3,264 shares; 2026Q3: 3,073 shares 3,073 $217K 0.02% -191 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 828 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 768 shares; 2026Q3: 543 shares 543 $215K 0.02% -225 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,562 shares; 2026Q3: 2,495 shares 2,495 $215K 0.02% -67 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,209 shares; 2026Q3: 4,213 shares 4,213 $213K 0.02% +4 Timeline SUSC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,594 shares; 2026Q3: 9,622 shares 9,622 $211K 0.02% +28 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: not reported; 2026Q3: 932 shares 932 $211K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,568 shares 8,568 $209K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: not reported; 2026Q3: 1,007 shares 1,007 $205K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 733 shares 733 $205K 0.02% new Timeline