IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,214,341 shares; 2024Q2: 1,238,051 shares; 2024Q3: 1,434,311 shares; 2024Q4: 1,254,666 shares; 2025Q1: 1,230,325 shares; 2025Q2: 1,117,344 shares; 2025Q3: 975,631 shares; 2025Q4: 949,545 shares 949,545 $44.2M 8.95% -26,086 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 183,677 shares; 2024Q2: 137,198 shares; 2024Q3: 121,409 shares; 2024Q4: 117,442 shares; 2025Q1: 105,287 shares; 2025Q2: 57,857 shares; 2025Q3: 59,534 shares; 2025Q4: 60,629 shares 60,629 $41.5M 8.41% +1,095 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 72,130 shares; 2024Q2: 74,353 shares; 2024Q3: 73,585 shares; 2024Q4: 73,394 shares; 2025Q1: 104,833 shares; 2025Q2: 112,996 shares; 2025Q3: 117,353 shares; 2025Q4: 166,772 shares 166,772 $35.4M 7.16% +49,419 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; 2024Q1: 375,945 shares; 2024Q2: 509,389 shares; 2024Q3: 510,835 shares; 2024Q4: 484,688 shares; 2025Q1: 487,964 shares; 2025Q2: 478,095 shares; 2025Q3: 550,841 shares; 2025Q4: 567,822 shares 567,822 $34.5M 6.99% +16,981 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 127,333 shares; 2024Q2: 325,895 shares; 2024Q3: 305,162 shares; 2024Q4: 286,930 shares; 2025Q1: 289,135 shares; 2025Q2: 252,044 shares; 2025Q3: 238,739 shares; 2025Q4: 239,321 shares 239,321 $29.5M 5.98% +582 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 93,220 shares; 2024Q2: 153,208 shares; 2024Q3: 86,994 shares; 2024Q4: 88,075 shares; 2025Q1: 159,552 shares; 2025Q2: 298,648 shares; 2025Q3: 325,336 shares; 2025Q4: 406,202 shares 406,202 $27.3M 5.53% +80,866 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,905 shares; 2024Q2: 5,925 shares; 2024Q3: 7,382 shares; 2024Q4: 7,408 shares; 2025Q1: 31,121 shares; 2025Q2: 41,750 shares; 2025Q3: 70,022 shares; 2025Q4: 74,369 shares 74,369 $25.5M 5.17% +4,347 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 300,228 shares; 2024Q2: 170,638 shares; 2024Q3: 373,048 shares; 2024Q4: 403,933 shares; 2025Q1: 305,897 shares; 2025Q2: 439,058 shares; 2025Q3: 375,388 shares; 2025Q4: 321,564 shares 321,564 $23M 4.65% -53,824 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,335 shares; 2024Q2: 11,743 shares; 2024Q3: 13,908 shares; 2024Q4: 13,396 shares; 2025Q1: 101,156 shares; 2025Q2: 137,498 shares; 2025Q3: 169,221 shares; 2025Q4: 172,268 shares 172,268 $17.5M 3.55% +3,047 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 54,317 shares; 2024Q2: 54,733 shares; 2024Q3: 55,479 shares; 2024Q4: 56,023 shares; 2025Q1: 57,072 shares; 2025Q2: 57,976 shares; 2025Q3: 58,842 shares; 2025Q4: 54,654 shares 54,654 $14.9M 3.01% -4,188 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 116,129 shares; 2024Q2: 140,986 shares; 2024Q3: 142,486 shares; 2024Q4: 139,917 shares; 2025Q1: 163,218 shares; 2025Q2: 161,963 shares; 2025Q3: 134,082 shares; 2025Q4: 73,422 shares 73,422 $14.6M 2.95% -60,660 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 168,798 shares; 2024Q2: 172,420 shares; 2024Q3: 169,395 shares; 2024Q4: 173,743 shares; 2025Q1: 144,483 shares; 2025Q2: 142,431 shares; 2025Q3: 142,899 shares; 2025Q4: 148,287 shares 148,287 $14.1M 2.86% +5,388 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,944 shares; 2025Q2: 328,914 shares; 2025Q3: 329,168 shares; 2025Q4: 336,400 shares 336,400 $13M 2.63% +7,232 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141,420 shares; 2025Q3: 338,461 shares; 2025Q4: 386,610 shares 386,610 $12.9M 2.61% +48,149 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,441 shares; 2025Q1: 32,646 shares; 2025Q2: 31,009 shares; 2025Q3: 30,795 shares; 2025Q4: 49,463 shares 49,463 $12.4M 2.51% +18,668 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; 2024Q1: 99,453 shares; 2024Q2: 129,301 shares; 2024Q3: 183,832 shares; 2024Q4: 188,626 shares; 2025Q1: 186,102 shares; 2025Q2: 183,142 shares; 2025Q3: 187,614 shares; 2025Q4: 196,352 shares 196,352 $10.4M 2.1% +8,738 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,328 shares; 2025Q1: 117,251 shares; 2025Q2: 83,957 shares; 2025Q3: 124,977 shares; 2025Q4: 122,904 shares 122,904 $9.98M 2.02% -2,073 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,275 shares; 2025Q3: 178,558 shares; 2025Q4: 188,334 shares 188,334 $9.42M 1.91% +9,776 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,233 shares; 2024Q2: 52,589 shares; 2024Q3: 68,149 shares; 2024Q4: 65,979 shares; 2025Q1: 77,027 shares; 2025Q2: 58,938 shares; 2025Q3: 61,601 shares; 2025Q4: 66,390 shares 66,390 $7.11M 1.44% +4,789 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; 2024Q1: 73,986 shares; 2024Q2: 68,785 shares; 2024Q3: 68,629 shares; 2024Q4: 94,891 shares; 2025Q1: 91,321 shares; 2025Q2: 141,315 shares; 2025Q3: 132,772 shares; 2025Q4: 124,241 shares 124,241 $6.25M 1.27% -8,531 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,980 shares; 2025Q4: 24,514 shares 24,514 $5.26M 1.07% +3,534 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; 2024Q1: 10,056 shares; 2024Q2: 10,057 shares; 2024Q3: 9,810 shares; 2024Q4: 9,751 shares; 2025Q1: 9,488 shares; 2025Q2: not reported; 2025Q3: 9,500 shares; 2025Q4: 6,605 shares 6,605 $4.06M 0.82% -2,895 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,097 shares; 2024Q2: 27,341 shares; 2024Q3: 27,410 shares; 2024Q4: 27,928 shares; 2025Q1: 38,149 shares; 2025Q2: 37,857 shares; 2025Q3: 38,275 shares; 2025Q4: 39,852 shares 39,852 $3.84M 0.78% +1,577 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,685 shares; 2024Q2: 22,015 shares; 2024Q3: 20,562 shares; 2024Q4: 21,464 shares; 2025Q1: 20,222 shares; 2025Q2: 18,829 shares; 2025Q3: 18,594 shares; 2025Q4: 18,193 shares 18,193 $3.39M 0.69% -401 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,839 shares; 2024Q2: 8,298 shares; 2024Q3: 8,427 shares; 2024Q4: 8,291 shares; 2025Q1: 7,362 shares; 2025Q2: 7,348 shares; 2025Q3: 7,354 shares; 2025Q4: 6,955 shares 6,955 $3.36M 0.68% -399 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,488 shares; 2024Q2: 4,862 shares; 2024Q3: 4,852 shares; 2024Q4: 4,915 shares; 2025Q1: 4,974 shares; 2025Q2: 4,986 shares; 2025Q3: 5,342 shares; 2025Q4: 5,344 shares 5,344 $3.06M 0.62% +2 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; 2024Q1: 6,363 shares; 2024Q2: 6,104 shares; 2024Q3: 6,026 shares; 2024Q4: 5,786 shares; 2025Q1: 5,749 shares; 2025Q2: 5,836 shares; 2025Q3: 5,427 shares; 2025Q4: 4,377 shares 4,377 $2.98M 0.6% -1,050 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 49,360 shares; 2024Q2: 25,788 shares; 2024Q3: 26,692 shares; 2024Q4: 26,358 shares; 2025Q1: 19,437 shares; 2025Q2: 17,174 shares; 2025Q3: 17,681 shares; 2025Q4: 17,673 shares 17,673 $2.63M 0.53% -8 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,224 shares; 2024Q2: 5,129 shares; 2024Q3: 5,145 shares; 2024Q4: 6,194 shares; 2025Q1: 6,291 shares; 2025Q2: 6,337 shares; 2025Q3: 6,847 shares; 2025Q4: 6,648 shares 6,648 $2.33M 0.47% -199 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 77,359 shares; 2024Q2: 76,088 shares; 2024Q3: 69,080 shares; 2024Q4: 65,070 shares; 2025Q1: 65,795 shares; 2025Q2: 58,931 shares; 2025Q3: 13,564 shares; 2025Q4: 9,487 shares 9,487 $1.89M 0.38% -4,077 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; 2024Q1: 5,743 shares; 2024Q2: 6,111 shares; 2024Q3: 6,388 shares; 2024Q4: 6,744 shares; 2025Q1: 6,808 shares; 2025Q2: 6,940 shares; 2025Q3: 6,729 shares; 2025Q4: 5,827 shares 5,827 $1.88M 0.38% -902 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,584 shares; 2024Q2: 61,610 shares; 2024Q3: 76,064 shares; 2024Q4: 69,768 shares; 2025Q1: 75,646 shares; 2025Q2: 63,896 shares; 2025Q3: 72,796 shares; 2025Q4: 78,546 shares 78,546 $1.81M 0.37% +5,750 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 135,587 shares; 2024Q2: 209,025 shares; 2024Q3: 190,289 shares; 2024Q4: 219,233 shares; 2025Q1: 117,911 shares; 2025Q2: 111,126 shares; 2025Q3: 29,451 shares; 2025Q4: 13,483 shares 13,483 $1.54M 0.31% -15,968 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; 2024Q1: 14,460 shares; 2024Q2: 15,517 shares; 2024Q3: 15,523 shares; 2024Q4: 15,269 shares; 2025Q1: 14,026 shares; 2025Q2: 14,035 shares; 2025Q3: 13,543 shares; 2025Q4: 10,499 shares 10,499 $1.46M 0.3% -3,044 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,024 shares; 2024Q2: 2,044 shares; 2024Q3: 1,803 shares; 2024Q4: 1,398 shares; 2025Q1: 2,050 shares; 2025Q2: 2,752 shares; 2025Q3: 2,830 shares; 2025Q4: 2,828 shares 2,828 $1.34M 0.27% -2 Timeline HIMU 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,024 shares; 2025Q2: 24,915 shares; 2025Q3: 29,728 shares; 2025Q4: 25,728 shares 25,728 $1.25M 0.25% -4,000 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; 2024Q1: 3,000 shares; 2024Q2: 5,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,010 shares; 2025Q4: 4,030 shares 4,030 $1.22M 0.25% +20 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,567 shares 13,567 $1.22M 0.25% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,638 shares; 2024Q2: 2,638 shares; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,038 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,902 shares 1,902 $1.15M 0.23% -100 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,166 shares; 2024Q2: 24,707 shares; 2024Q3: 25,456 shares; 2024Q4: 29,485 shares; 2025Q1: 27,721 shares; 2025Q2: 29,045 shares; 2025Q3: 28,791 shares; 2025Q4: 28,977 shares 28,977 $1.1M 0.22% +186 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,307 shares; 2024Q2: 8,616 shares; 2024Q3: 8,195 shares; 2024Q4: 8,158 shares; 2025Q1: 8,296 shares; 2025Q2: 7,789 shares; 2025Q3: 7,571 shares; 2025Q4: 8,253 shares 8,253 $993K 0.2% +682 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,123 shares; 2024Q2: 9,262 shares; 2024Q3: 10,048 shares; 2024Q4: 10,758 shares; 2025Q1: 10,700 shares; 2025Q2: 11,411 shares; 2025Q3: 11,519 shares; 2025Q4: 11,013 shares 11,013 $986K 0.2% -506 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; 2024Q1: 4,218 shares; 2024Q2: 4,219 shares; 2024Q3: 4,445 shares; 2024Q4: 4,348 shares; 2025Q1: 4,405 shares; 2025Q2: 4,349 shares; 2025Q3: 4,349 shares; 2025Q4: 4,213 shares 4,213 $972K 0.2% -136 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,592 shares; 2024Q2: 5,536 shares; 2024Q3: 5,585 shares; 2024Q4: 5,588 shares; 2025Q1: 5,112 shares; 2025Q2: 7,118 shares; 2025Q3: 8,619 shares; 2025Q4: 8,619 shares 8,619 $960K 0.19% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,183 shares; 2024Q2: 12,384 shares; 2024Q3: 14,395 shares; 2024Q4: 14,470 shares; 2025Q1: 13,250 shares; 2025Q2: 13,174 shares; 2025Q3: 13,090 shares; 2025Q4: 13,426 shares 13,426 $921K 0.19% +336 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 273 shares; 2024Q2: 240 shares; 2024Q3: 2,939 shares; 2024Q4: 3,019 shares; 2025Q1: 2,944 shares; 2025Q2: 2,900 shares; 2025Q3: 2,807 shares; 2025Q4: 2,651 shares 2,651 $918K 0.19% -156 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares 3,146 $898K 0.18% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,052 shares; 2024Q2: 12,000 shares; 2024Q3: 11,864 shares; 2024Q4: 11,512 shares; 2025Q1: 11,029 shares; 2025Q2: 11,025 shares; 2025Q3: 9,396 shares; 2025Q4: 6,128 shares 6,128 $865K 0.18% -3,268 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,088 shares; 2024Q2: 7,859 shares; 2024Q3: 7,503 shares; 2024Q4: 7,339 shares; 2025Q1: 9,891 shares; 2025Q2: 10,559 shares; 2025Q3: 9,782 shares; 2025Q4: 9,112 shares 9,112 $858K 0.17% -670 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 86,098 shares; 2024Q2: 89,064 shares; 2024Q3: 69,557 shares; 2024Q4: 78,020 shares; 2025Q1: 5,377 shares; 2025Q2: 3,361 shares; 2025Q3: 2,876 shares; 2025Q4: 9,399 shares 9,399 $819K 0.17% +6,523 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,574 shares; 2024Q2: 17,615 shares; 2024Q3: 17,341 shares; 2024Q4: 17,631 shares; 2025Q1: 17,184 shares; 2025Q2: 15,102 shares; 2025Q3: 14,276 shares; 2025Q4: 12,495 shares 12,495 $812K 0.16% -1,781 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 108,754 shares; 2024Q2: 142,619 shares; 2024Q3: 196,641 shares; 2024Q4: 206,769 shares; 2025Q1: 166,060 shares; 2025Q2: 15,733 shares; 2025Q3: 11,378 shares; 2025Q4: 10,482 shares 10,482 $762K 0.15% -896 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; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.15% 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; 2024Q1: 3,960 shares; 2024Q2: 3,754 shares; 2024Q3: 3,771 shares; 2024Q4: 3,972 shares; 2025Q1: 4,071 shares; 2025Q2: 3,575 shares; 2025Q3: 3,470 shares; 2025Q4: 3,540 shares 3,540 $690K 0.14% +70 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; 2024Q1: 491 shares; 2024Q2: 526 shares; 2024Q3: 560 shares; 2024Q4: 565 shares; 2025Q1: 587 shares; 2025Q2: 608 shares; 2025Q3: 613 shares; 2025Q4: 565 shares 565 $607K 0.12% -48 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; 2024Q1: 703 shares; 2024Q2: 691 shares; 2024Q3: 653 shares; 2024Q4: 687 shares; 2025Q1: 930 shares; 2025Q2: 960 shares; 2025Q3: 847 shares; 2025Q4: 800 shares 800 $603K 0.12% -47 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,403 shares; 2025Q1: 6,010 shares; 2025Q2: not reported; 2025Q3: 6,601 shares; 2025Q4: 6,968 shares 6,968 $595K 0.12% +367 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,500 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $590K 0.12% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,910 shares; 2024Q3: 4,211 shares; 2024Q4: 5,621 shares; 2025Q1: 6,171 shares; 2025Q2: 3,998 shares; 2025Q3: 4,286 shares; 2025Q4: 5,751 shares 5,751 $566K 0.11% +1,465 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,896 shares; 2024Q2: 5,172 shares; 2024Q3: 5,327 shares; 2024Q4: 6,740 shares; 2025Q1: 6,748 shares; 2025Q2: 5,686 shares; 2025Q3: 5,692 shares; 2025Q4: 4,951 shares 4,951 $555K 0.11% -741 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 6,995 shares; 2024Q3: 6,995 shares; 2024Q4: 7,710 shares; 2025Q1: 9,482 shares; 2025Q2: 10,879 shares; 2025Q3: 10,879 shares; 2025Q4: 12,440 shares 12,440 $553K 0.11% +1,561 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,565 shares; 2025Q3: 11,728 shares; 2025Q4: 12,305 shares 12,305 $543K 0.11% +577 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 32,761 shares; 2024Q3: 33,715 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,806 shares; 2025Q3: 10,467 shares; 2025Q4: 11,242 shares 11,242 $513K 0.1% +775 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,215 shares; 2024Q2: 2,055 shares; 2024Q3: 2,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,285 shares; 2025Q2: 1,210 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares 1,135 $510K 0.1% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,056 shares; 2024Q2: 15,382 shares; 2024Q3: 13,504 shares; 2024Q4: 12,708 shares; 2025Q1: 10,514 shares; 2025Q2: 6,814 shares; 2025Q3: 5,691 shares; 2025Q4: 4,624 shares 4,624 $509K 0.1% -1,067 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,617 shares; 2024Q2: 6,622 shares; 2024Q3: 6,635 shares; 2024Q4: 5,568 shares; 2025Q1: 5,572 shares; 2025Q2: 5,781 shares; 2025Q3: 5,784 shares; 2025Q4: 5,785 shares 5,785 $507K 0.1% +1 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,232 shares; 2024Q4: 19,061 shares; 2025Q1: 22,439 shares; 2025Q2: 18,476 shares; 2025Q3: 17,157 shares; 2025Q4: 10,282 shares 10,282 $494K 0.1% -6,875 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,527 shares; 2025Q2: 2,064 shares; 2025Q3: 2,226 shares; 2025Q4: 2,321 shares 2,321 $488K 0.1% +95 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,049 shares; 2024Q2: 12,683 shares; 2024Q3: 12,688 shares; 2024Q4: 13,079 shares; 2025Q1: 15,027 shares; 2025Q2: 15,876 shares; 2025Q3: 14,959 shares; 2025Q4: 11,926 shares 11,926 $480K 0.1% -3,033 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,021 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares 1,206 $478K 0.1% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,511 shares; 2025Q2: 7,197 shares; 2025Q3: 7,148 shares; 2025Q4: 7,101 shares 7,101 $477K 0.1% -47 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,068 shares; 2024Q2: 4,051 shares; 2024Q3: 2,713 shares; 2024Q4: 2,467 shares; 2025Q1: 2,863 shares; 2025Q2: 3,727 shares; 2025Q3: 3,609 shares; 2025Q4: 3,677 shares 3,677 $475K 0.1% +68 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,841 shares; 2024Q2: 10,095 shares; 2024Q3: 10,364 shares; 2024Q4: 9,890 shares; 2025Q1: 8,235 shares; 2025Q2: 8,127 shares; 2025Q3: 8,131 shares; 2025Q4: 6,965 shares 6,965 $460K 0.09% -1,166 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,016 shares; 2025Q1: 1,730 shares; 2025Q2: 2,908 shares; 2025Q3: 2,902 shares; 2025Q4: 3,091 shares 3,091 $460K 0.09% +189 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,705 shares; 2024Q2: 9,271 shares; 2024Q3: 8,156 shares; 2024Q4: 4,862 shares; 2025Q1: 4,357 shares; 2025Q2: 6,910 shares; 2025Q3: 6,575 shares; 2025Q4: 6,599 shares 6,599 $458K 0.09% +24 Timeline FDEV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,609 shares; 2025Q3: 15,119 shares; 2025Q4: 13,185 shares 13,185 $456K 0.09% -1,934 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,462 shares; 2024Q2: 4,463 shares; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,744 shares; 2025Q3: 4,744 shares; 2025Q4: 2,681 shares 2,681 $450K 0.09% -2,063 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,310 shares; 2024Q3: 1,360 shares; 2024Q4: 1,365 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,364 shares; 2025Q4: 1,365 shares 1,365 $428K 0.09% +1 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,289 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,179 shares 5,179 $415K 0.08% +116 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: 1,320 shares; 2025Q4: 1,321 shares 1,321 $413K 0.08% +1 Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 14,200 shares; 2025Q4: 14,863 shares 14,863 $396K 0.08% +663 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,261 shares; 2024Q2: 5,263 shares; 2024Q3: 5,261 shares; 2024Q4: 5,251 shares; 2025Q1: 4,990 shares; 2025Q2: 4,576 shares; 2025Q3: 4,576 shares; 2025Q4: 3,746 shares 3,746 $393K 0.08% -830 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,248 shares; 2024Q2: 6,290 shares; 2024Q3: 5,571 shares; 2024Q4: 6,719 shares; 2025Q1: 5,460 shares; 2025Q2: 4,736 shares; 2025Q3: 4,254 shares; 2025Q4: 4,062 shares 4,062 $391K 0.08% -192 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 575 shares; 2024Q2: 566 shares; 2024Q3: 569 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 570 shares; 2025Q3: 571 shares; 2025Q4: 571 shares 571 $378K 0.08% 0 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,465 shares; 2025Q4: 10,958 shares 10,958 $375K 0.08% +2,493 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,768 shares; 2025Q3: 4,408 shares; 2025Q4: 6,077 shares 6,077 $371K 0.08% +1,669 Timeline CLOA 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; 2024Q1: not reported; 2024Q2: 9,854 shares; 2024Q3: 12,814 shares; 2024Q4: 11,099 shares; 2025Q1: 3,909 shares; 2025Q2: 5,547 shares; 2025Q3: 5,240 shares; 2025Q4: 7,113 shares 7,113 $368K 0.07% +1,873 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,033 shares; 2024Q2: 8,542 shares; 2024Q3: 8,553 shares; 2024Q4: 8,580 shares; 2025Q1: 9,430 shares; 2025Q2: 9,001 shares; 2025Q3: 8,232 shares; 2025Q4: 8,232 shares 8,232 $359K 0.07% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,898 shares; 2025Q3: 4,874 shares; 2025Q4: 4,242 shares 4,242 $356K 0.07% -632 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,635 shares; 2025Q3: 9,635 shares; 2025Q4: 10,064 shares 10,064 $356K 0.07% +429 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,601 shares; 2024Q2: 1,602 shares; 2024Q3: 1,604 shares; 2024Q4: 1,665 shares; 2025Q1: 1,666 shares; 2025Q2: 1,667 shares; 2025Q3: 1,666 shares; 2025Q4: 1,071 shares 1,071 $346K 0.07% -595 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 806 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 923 shares 923 $345K 0.07% +30 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; 2024Q1: 880 shares; 2024Q2: 885 shares; 2024Q3: 890 shares; 2024Q4: 876 shares; 2025Q1: 879 shares; 2025Q2: 884 shares; 2025Q3: 885 shares; 2025Q4: 702 shares 702 $340K 0.07% -183 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,952 shares; 2024Q2: 2,204 shares; 2024Q3: 1,871 shares; 2024Q4: 2,270 shares; 2025Q1: 2,698 shares; 2025Q2: 2,832 shares; 2025Q3: 2,893 shares; 2025Q4: 2,480 shares 2,480 $340K 0.07% -413 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,085 shares; 2025Q3: 6,978 shares; 2025Q4: 7,344 shares 7,344 $338K 0.07% +366 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares 1,073 $338K 0.07% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,668 shares; 2024Q2: 1,351 shares; 2024Q3: 1,781 shares; 2024Q4: 1,786 shares; 2025Q1: 1,793 shares; 2025Q2: 1,797 shares; 2025Q3: 1,800 shares; 2025Q4: 1,757 shares 1,757 $337K 0.07% -43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,469 shares; 2024Q2: 4,219 shares; 2024Q3: 4,177 shares; 2024Q4: 3,471 shares; 2025Q1: 3,358 shares; 2025Q2: 3,193 shares; 2025Q3: 3,195 shares; 2025Q4: 2,787 shares 2,787 $335K 0.07% -408 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,774 shares; 2025Q2: 12,551 shares; 2025Q3: 12,641 shares; 2025Q4: 14,462 shares 14,462 $334K 0.07% +1,821 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,917 shares; 2025Q3: 6,634 shares; 2025Q4: 6,960 shares 6,960 $333K 0.07% +326 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,012 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,069 shares 1,069 $329K 0.07% +31 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 7,625 shares; 2024Q3: 7,634 shares; 2024Q4: 7,589 shares; 2025Q1: 8,429 shares; 2025Q2: 8,429 shares; 2025Q3: 8,645 shares; 2025Q4: 9,251 shares 9,251 $321K 0.06% +606 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; 2024Q1: 4,858 shares; 2024Q2: 4,785 shares; 2024Q3: 4,245 shares; 2024Q4: 4,125 shares; 2025Q1: 4,123 shares; 2025Q2: 4,200 shares; 2025Q3: 4,281 shares; 2025Q4: 4,281 shares 4,281 $317K 0.06% 0 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; 2024Q1: 5,966 shares; 2024Q2: 5,978 shares; 2024Q3: 4,993 shares; 2024Q4: 5,003 shares; 2025Q1: 5,013 shares; 2025Q2: 5,065 shares; 2025Q3: 4,468 shares; 2025Q4: 4,437 shares 4,437 $317K 0.06% -31 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,900 shares; 2024Q2: 3,900 shares; 2024Q3: 3,900 shares; 2024Q4: 3,800 shares; 2025Q1: 3,600 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $310K 0.06% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares 2,470 $295K 0.06% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 386 shares; 2024Q4: 387 shares; 2025Q1: 435 shares; 2025Q2: 446 shares; 2025Q3: 516 shares; 2025Q4: 446 shares 446 $294K 0.06% -70 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,488 shares; 2024Q2: 5,716 shares; 2024Q3: 5,649 shares; 2024Q4: 5,130 shares; 2025Q1: 7,622 shares; 2025Q2: 7,754 shares; 2025Q3: 5,656 shares; 2025Q4: 3,280 shares 3,280 $293K 0.06% -2,376 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,983 shares; 2024Q2: 4,943 shares; 2024Q3: 5,564 shares; 2024Q4: 5,554 shares; 2025Q1: 4,079 shares; 2025Q2: 3,387 shares; 2025Q3: 3,024 shares; 2025Q4: 2,653 shares 2,653 $283K 0.06% -371 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 14,265 shares; 2025Q1: 11,584 shares; 2025Q2: 11,539 shares; 2025Q3: 10,945 shares; 2025Q4: 9,450 shares 9,450 $282K 0.06% -1,495 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,798 shares; 2024Q2: 1,798 shares; 2024Q3: 1,816 shares; 2024Q4: 1,806 shares; 2025Q1: 1,863 shares; 2025Q2: 1,649 shares; 2025Q3: 1,651 shares; 2025Q4: 1,226 shares 1,226 $280K 0.06% -425 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,503 shares; 2024Q2: 3,503 shares; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,625 shares; 2025Q2: 3,503 shares; 2025Q3: 3,503 shares; 2025Q4: 3,503 shares 3,503 $280K 0.06% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,612 shares; 2025Q4: 3,689 shares 3,689 $279K 0.06% +77 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,695 shares; 2024Q2: 6,563 shares; 2024Q3: 7,609 shares; 2024Q4: 7,627 shares; 2025Q1: 7,543 shares; 2025Q2: 7,307 shares; 2025Q3: 6,387 shares; 2025Q4: 5,086 shares 5,086 $279K 0.06% -1,301 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,447 shares; 2024Q2: 3,483 shares; 2024Q3: 3,502 shares; 2024Q4: 3,517 shares; 2025Q1: 3,528 shares; 2025Q2: 3,544 shares; 2025Q3: 3,447 shares; 2025Q4: 3,464 shares 3,464 $278K 0.06% +17 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,874 shares; 2024Q2: 3,933 shares; 2024Q3: 4,097 shares; 2024Q4: 4,078 shares; 2025Q1: 3,128 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,169 shares 3,169 $268K 0.05% +54 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 907 shares; 2024Q2: 907 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 753 shares; 2025Q4: 744 shares 744 $268K 0.05% -9 Timeline LAKE LAKELAND INDS INC More: the full row for LAKELAND INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,335 shares; 2024Q2: 19,472 shares; 2024Q3: 28,472 shares; 2024Q4: 27,462 shares; 2025Q1: 28,061 shares; 2025Q2: 34,099 shares; 2025Q3: 33,701 shares; 2025Q4: 30,235 shares 30,235 $267K 0.05% -3,466 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,216 shares; 2024Q2: 1,982 shares; 2024Q3: 2,020 shares; 2024Q4: 2,040 shares; 2025Q1: 2,054 shares; 2025Q2: 2,060 shares; 2025Q3: 2,076 shares; 2025Q4: 2,096 shares 2,096 $255K 0.05% +20 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; 2024Q1: 864 shares; 2024Q2: 1,064 shares; 2024Q3: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 798 shares; 2025Q4: 522 shares 522 $255K 0.05% -276 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; 2024Q1: 5,309 shares; 2024Q2: 5,309 shares; 2024Q3: 5,350 shares; 2024Q4: 4,933 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 3,601 shares 3,601 $252K 0.05% -1,300 Timeline JBND 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,895 shares; 2025Q3: 4,323 shares; 2025Q4: 4,541 shares 4,541 $246K 0.05% +218 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,401 shares; 2024Q2: 12,520 shares; 2024Q3: 12,632 shares; 2024Q4: 12,743 shares; 2025Q1: 12,870 shares; 2025Q2: 12,994 shares; 2025Q3: 13,116 shares; 2025Q4: 13,240 shares 13,240 $245K 0.05% +124 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,696 shares; 2024Q2: 6,932 shares; 2024Q3: 6,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,984 shares; 2025Q4: 5,519 shares 5,519 $244K 0.05% +535 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,890 shares; 2024Q2: 1,890 shares; 2024Q3: 2,186 shares; 2024Q4: 1,727 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,663 shares; 2025Q4: 1,150 shares 1,150 $238K 0.05% -513 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,978 shares; 2025Q4: 2,000 shares 2,000 $236K 0.05% +22 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $233K 0.05% 0 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; 2024Q1: not reported; 2024Q2: 1,555 shares; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,735 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares 1,055 $232K 0.05% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,248 shares 10,248 $229K 0.05% new Timeline PZA 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,848 shares; 2025Q4: 9,853 shares 9,853 $228K 0.05% +5 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; 2024Q1: 5,779 shares; 2024Q2: 5,779 shares; 2024Q3: 4,779 shares; 2024Q4: 4,779 shares; 2025Q1: not reported; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares 4,779 $224K 0.05% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,659 shares; 2025Q3: 7,002 shares; 2025Q4: 4,900 shares 4,900 $222K 0.04% -2,102 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,061 shares; 2024Q2: 4,581 shares; 2024Q3: 5,187 shares; 2024Q4: 4,618 shares; 2025Q1: 4,636 shares; 2025Q2: 4,754 shares; 2025Q3: 3,949 shares; 2025Q4: 5,172 shares 5,172 $221K 0.04% +1,223 Timeline JEPQ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,784 shares 3,784 $220K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,309 shares; 2024Q2: 2,214 shares; 2024Q3: 2,011 shares; 2024Q4: 1,710 shares; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,583 shares; 2025Q4: 1,525 shares 1,525 $219K 0.04% -58 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,986 shares; 2025Q2: not reported; 2025Q3: 9,068 shares; 2025Q4: 9,259 shares 9,259 $217K 0.04% +191 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 407 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 429 shares 429 $216K 0.04% -50 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,825 shares; 2025Q3: 5,902 shares; 2025Q4: 1,202 shares 1,202 $214K 0.04% -4,700 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,988 shares; 2025Q2: 1,999 shares; 2025Q3: 2,011 shares; 2025Q4: 2,022 shares 2,022 $213K 0.04% +11 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,928 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,627 shares; 2025Q4: 1,629 shares 1,629 $210K 0.04% +2 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,156 shares; 2024Q2: 2,159 shares; 2024Q3: 2,138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares 1,518 $208K 0.04% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,879 shares 7,879 $203K 0.04% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 307 shares 307 $201K 0.04% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,183 shares; 2025Q2: 16,690 shares; 2025Q3: 16,734 shares; 2025Q4: 1,956 shares 1,956 $200K 0.04% -14,778 Timeline