SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 296,223 shares; 2025Q1: 369,833 shares; 2025Q2: 400,023 shares; 2025Q3: 517,140 shares; 2025Q4: 524,092 shares; 2026Q1: 578,203 shares; 2026Q2: 604,935 shares; 2026Q3: 630,403 shares 630,403 $56.6M 12.77% +25,468 Timeline RWL 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: 140,588 shares; 2025Q1: 21,620 shares; 2025Q2: 24,234 shares; 2025Q3: 161,774 shares; 2025Q4: 165,859 shares; 2026Q1: 243,712 shares; 2026Q2: 322,460 shares; 2026Q3: 335,973 shares 335,973 $43.2M 9.76% +13,513 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 274,509 shares; 2025Q4: 290,665 shares; 2026Q1: 365,078 shares; 2026Q2: 402,406 shares; 2026Q3: 501,923 shares 501,923 $37M 8.34% +99,517 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,164 shares; 2025Q1: 4,184 shares; 2025Q2: 3,901 shares; 2025Q3: 4,581 shares; 2025Q4: 81,047 shares; 2026Q1: 7,192 shares; 2026Q2: 159,611 shares; 2026Q3: 167,023 shares 167,023 $34.7M 7.84% +7,412 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,711 shares; 2025Q1: 127,391 shares; 2025Q2: 152,545 shares; 2025Q3: 163,676 shares; 2025Q4: 106,880 shares; 2026Q1: 119,471 shares; 2026Q2: 125,832 shares; 2026Q3: 131,351 shares 131,351 $30.4M 6.87% +5,519 Timeline QNDX 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: not reported; 2026Q2: not reported; 2026Q3: 1,203,743 shares 1,203,743 $30.2M 6.81% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283,565 shares; 2025Q4: 318,498 shares; 2026Q1: 514,295 shares; 2026Q2: 671,844 shares; 2026Q3: 953,431 shares 953,431 $26.2M 5.91% +281,587 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: not reported; 2026Q2: 160,622 shares; 2026Q3: 197,333 shares 197,333 $23.4M 5.27% +36,711 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,070 shares; 2025Q1: 200,473 shares; 2025Q2: 416,007 shares; 2025Q3: 504,048 shares; 2025Q4: 559,024 shares; 2026Q1: 470,311 shares; 2026Q2: 411,418 shares; 2026Q3: 317,800 shares 317,800 $22.2M 5.02% -93,618 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: 62,302 shares; 2025Q1: 27,615 shares; 2025Q2: 92,810 shares; 2025Q3: 101,063 shares; 2025Q4: 107,915 shares; 2026Q1: 122,956 shares; 2026Q2: 208,650 shares; 2026Q3: 220,911 shares 220,911 $16.9M 3.81% +12,261 Timeline FLOT 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: 211,765 shares; 2026Q2: 232,202 shares; 2026Q3: 257,539 shares 257,539 $13.1M 2.97% +25,337 Timeline CGCP 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: 886,110 shares; 2025Q1: 865,579 shares; 2025Q2: 841,368 shares; 2025Q3: 228,154 shares; 2025Q4: 332,783 shares; 2026Q1: 336,728 shares; 2026Q2: 343,021 shares; 2026Q3: 324,623 shares 324,623 $6.87M 1.55% -18,398 Timeline SPGM 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: 24,712 shares; 2025Q1: 97,386 shares; 2025Q2: 5,972 shares; 2025Q3: 41,003 shares; 2025Q4: 42,274 shares; 2026Q1: 68,752 shares; 2026Q2: 72,890 shares; 2026Q3: 76,774 shares 76,774 $6.64M 1.5% +3,884 Timeline VNQ 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: not reported; 2025Q4: not reported; 2026Q1: 59,726 shares; 2026Q2: 65,096 shares; 2026Q3: 70,419 shares 70,419 $6.31M 1.42% +5,323 Timeline JPEF 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: 265,768 shares; 2025Q1: 445,768 shares; 2025Q2: 482,072 shares; 2025Q3: 61,351 shares; 2025Q4: 63,724 shares; 2026Q1: 65,573 shares; 2026Q2: 65,993 shares; 2026Q3: 63,239 shares 63,239 $5.14M 1.16% -2,754 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: 182,597 shares; 2025Q1: 176,319 shares; 2025Q2: 41,241 shares; 2025Q3: 45,897 shares; 2025Q4: 48,346 shares; 2026Q1: 49,062 shares; 2026Q2: 48,323 shares; 2026Q3: 49,915 shares 49,915 $4.59M 1.04% +1,592 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 112,835 shares; 2026Q1: 121,484 shares; 2026Q2: 122,307 shares; 2026Q3: 112,311 shares 112,311 $3.3M 0.74% -9,996 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; 2024Q4: not reported; 2025Q1: 144,357 shares; 2025Q2: 83,506 shares; 2025Q3: 71,157 shares; 2025Q4: 72,865 shares; 2026Q1: 70,747 shares; 2026Q2: 66,409 shares; 2026Q3: 64,811 shares 64,811 $3.07M 0.69% -1,598 Timeline VT 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: 11,660 shares; 2025Q1: 13,167 shares; 2025Q2: 14,542 shares; 2025Q3: 16,285 shares; 2025Q4: 17,214 shares; 2026Q1: 17,543 shares; 2026Q2: 18,206 shares; 2026Q3: 18,449 shares 18,449 $2.91M 0.66% +243 Timeline SEPI SCM TRUST More: the full row for SCM 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: 71,908 shares; 2026Q1: 89,348 shares; 2026Q2: 92,064 shares; 2026Q3: 88,499 shares 88,499 $2.54M 0.57% -3,565 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,035 shares; 2025Q1: 8,356 shares; 2025Q2: 12,924 shares; 2025Q3: 18,900 shares; 2025Q4: 18,725 shares; 2026Q1: 16,095 shares; 2026Q2: 50,416 shares; 2026Q3: 48,183 shares 48,183 $2.43M 0.55% -2,233 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: 2,923 shares; 2025Q1: 2,860 shares; 2025Q2: 3,268 shares; 2025Q3: 4,744 shares; 2025Q4: 5,142 shares; 2026Q1: 5,825 shares; 2026Q2: 6,808 shares; 2026Q3: 7,201 shares 7,201 $2.4M 0.54% +393 Timeline GPIX 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: not reported; 2025Q1: 23,065 shares; 2025Q2: 24,733 shares; 2025Q3: 24,305 shares; 2025Q4: 30,048 shares; 2026Q1: 35,503 shares; 2026Q2: 36,099 shares; 2026Q3: 35,993 shares 35,993 $2.01M 0.45% -106 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: 859 shares; 2025Q1: 859 shares; 2025Q2: 980 shares; 2025Q3: 2,360 shares; 2025Q4: 2,436 shares; 2026Q1: 2,505 shares; 2026Q2: 2,554 shares; 2026Q3: 2,548 shares 2,548 $1.95M 0.44% -6 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: 60,297 shares; 2025Q1: 65,270 shares; 2025Q2: not reported; 2025Q3: 72,104 shares; 2025Q4: 63,654 shares; 2026Q1: 98,485 shares; 2026Q2: 101,440 shares; 2026Q3: 5,794 shares 5,794 $1.77M 0.4% -95,646 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,895 shares; 2025Q1: 2,875 shares; 2025Q2: 2,974 shares; 2025Q3: 3,822 shares; 2025Q4: 3,812 shares; 2026Q1: 3,785 shares; 2026Q2: 18,882 shares; 2026Q3: 18,852 shares 18,852 $1.75M 0.39% -30 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: not reported; 2025Q1: 574 shares; 2025Q2: 749 shares; 2025Q3: 1,015 shares; 2025Q4: 1,258 shares; 2026Q1: 2,024 shares; 2026Q2: 2,874 shares; 2026Q3: 3,487 shares 3,487 $1.74M 0.39% +613 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: not reported; 2025Q1: 802 shares; 2025Q2: 2,001 shares; 2025Q3: 2,197 shares; 2025Q4: 2,301 shares; 2026Q1: 1,842 shares; 2026Q2: 2,884 shares; 2026Q3: 3,155 shares 3,155 $1.62M 0.37% +271 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: 1,918 shares; 2025Q1: 2,370 shares; 2025Q2: 2,712 shares; 2025Q3: 3,166 shares; 2025Q4: 3,260 shares; 2026Q1: 4,247 shares; 2026Q2: 6,240 shares; 2026Q3: 7,029 shares 7,029 $1.61M 0.36% +789 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; 2024Q4: 519,639 shares; 2025Q1: 652,375 shares; 2025Q2: 788,011 shares; 2025Q3: 344,826 shares; 2025Q4: 355,027 shares; 2026Q1: 36,626 shares; 2026Q2: 35,231 shares; 2026Q3: 35,135 shares 35,135 $1.56M 0.35% -96 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,865 shares; 2025Q4: 136,254 shares; 2026Q1: 151,958 shares; 2026Q2: 5,558 shares; 2026Q3: 5,454 shares 5,454 $1.54M 0.35% -104 Timeline DFAX 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: 28,819 shares; 2025Q1: 32,119 shares; 2025Q2: 33,803 shares; 2025Q3: 37,627 shares; 2025Q4: 38,991 shares; 2026Q1: 39,875 shares; 2026Q2: 40,252 shares; 2026Q3: 40,480 shares 40,480 $1.5M 0.34% +228 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: 1,887 shares; 2025Q1: 1,927 shares; 2025Q2: 1,637 shares; 2025Q3: 2,154 shares; 2025Q4: 2,529 shares; 2026Q1: 3,146 shares; 2026Q2: 3,813 shares; 2026Q3: 4,243 shares 4,243 $1.46M 0.33% +430 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 46,849 shares; 2025Q2: 27,226 shares; 2025Q3: 23,905 shares; 2025Q4: 37,089 shares; 2026Q1: 37,008 shares; 2026Q2: 38,689 shares; 2026Q3: 36,186 shares 36,186 $1.33M 0.3% -2,503 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: 1,285 shares; 2025Q1: 1,273 shares; 2025Q2: 1,458 shares; 2025Q3: 2,562 shares; 2025Q4: 2,887 shares; 2026Q1: 3,497 shares; 2026Q2: 3,743 shares; 2026Q3: 3,980 shares 3,980 $1.32M 0.3% +237 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,018 shares; 2025Q1: 20,007 shares; 2025Q2: 20,007 shares; 2025Q3: 20,007 shares; 2025Q4: 18,407 shares; 2026Q1: 18,402 shares; 2026Q2: 18,403 shares; 2026Q3: 18,653 shares 18,653 $1.26M 0.28% +250 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,391 shares; 2026Q1: 1,994 shares; 2026Q2: 4,160 shares; 2026Q3: 4,783 shares 4,783 $1.19M 0.27% +623 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: 3,794 shares; 2025Q1: 4,223 shares; 2025Q2: 5,465 shares; 2025Q3: 5,678 shares; 2025Q4: 5,686 shares; 2026Q1: 5,332 shares; 2026Q2: 5,197 shares; 2026Q3: 4,990 shares 4,990 $1.16M 0.26% -207 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,224 shares; 2025Q1: 3,580 shares; 2025Q2: 4,070 shares; 2025Q3: 6,566 shares; 2025Q4: 6,978 shares; 2026Q1: 7,766 shares; 2026Q2: 9,567 shares; 2026Q3: 10,760 shares 10,760 $1.12M 0.25% +1,193 Timeline SPGP 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: 26,394 shares; 2025Q1: 9,100 shares; 2025Q2: 8,852 shares; 2025Q3: 9,042 shares; 2025Q4: 9,049 shares; 2026Q1: 9,046 shares; 2026Q2: 8,774 shares; 2026Q3: 8,721 shares 8,721 $1.04M 0.23% -53 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: 10,728 shares; 2025Q1: 11,190 shares; 2025Q2: 30,529 shares; 2025Q3: 30,583 shares; 2025Q4: 30,641 shares; 2026Q1: 35,379 shares; 2026Q2: 35,379 shares; 2026Q3: 33,789 shares 33,789 $1.01M 0.23% -1,590 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: 2,572 shares; 2025Q1: 2,655 shares; 2025Q2: 2,695 shares; 2025Q3: 2,654 shares; 2025Q4: 2,660 shares; 2026Q1: 2,620 shares; 2026Q2: 2,607 shares; 2026Q3: 2,599 shares 2,599 $973K 0.22% -8 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: 3,502 shares; 2025Q1: 3,735 shares; 2025Q2: 5,011 shares; 2025Q3: 6,120 shares; 2025Q4: 6,415 shares; 2026Q1: 7,573 shares; 2026Q2: 10,123 shares; 2026Q3: 11,465 shares 11,465 $950K 0.21% +1,342 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,417 shares; 2025Q1: 10,790 shares; 2025Q2: 9,275 shares; 2025Q3: 9,439 shares; 2025Q4: 9,845 shares; 2026Q1: 9,830 shares; 2026Q2: 9,647 shares; 2026Q3: 9,675 shares 9,675 $908K 0.2% +28 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: 24,504 shares; 2025Q1: 12,143 shares; 2025Q2: 13,483 shares; 2025Q3: 13,583 shares; 2025Q4: 14,551 shares; 2026Q1: 11,129 shares; 2026Q2: 9,443 shares; 2026Q3: 8,733 shares 8,733 $883K 0.2% -710 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; 2024Q4: 294,419 shares; 2025Q1: 315,262 shares; 2025Q2: 18,549 shares; 2025Q3: 19,588 shares; 2025Q4: 19,883 shares; 2026Q1: 20,270 shares; 2026Q2: 20,637 shares; 2026Q3: 21,853 shares 21,853 $869K 0.2% +1,216 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: 5,178 shares 5,178 $843K 0.19% new 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; 2024Q4: 34,043 shares; 2025Q1: 34,282 shares; 2025Q2: 25,409 shares; 2025Q3: 21,578 shares; 2025Q4: 11,910 shares; 2026Q1: 12,902 shares; 2026Q2: 13,320 shares; 2026Q3: 13,024 shares 13,024 $798K 0.18% -296 Timeline JPIE 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: 220,272 shares; 2025Q1: 226,169 shares; 2025Q2: 20,477 shares; 2025Q3: 20,175 shares; 2025Q4: 20,014 shares; 2026Q1: 18,372 shares; 2026Q2: 19,321 shares; 2026Q3: 17,426 shares 17,426 $782K 0.18% -1,895 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577,233 shares; 2025Q3: 22,464 shares; 2025Q4: 19,863 shares; 2026Q1: 22,476 shares; 2026Q2: 22,204 shares; 2026Q3: 22,204 shares 22,204 $773K 0.17% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,576 shares; 2026Q2: 2,192 shares; 2026Q3: 2,402 shares 2,402 $759K 0.17% +210 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: 68,498 shares; 2025Q1: 11,318 shares; 2025Q2: 11,189 shares; 2025Q3: 11,106 shares; 2025Q4: 10,757 shares; 2026Q1: 10,724 shares; 2026Q2: 10,769 shares; 2026Q3: 11,318 shares 11,318 $714K 0.16% +549 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares; 2026Q2: 1,213 shares; 2026Q3: 1,495 shares 1,495 $710K 0.16% +282 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,250 shares; 2025Q1: 25,182 shares; 2025Q2: 18,539 shares; 2025Q3: 12,627 shares; 2025Q4: 12,426 shares; 2026Q1: 13,073 shares; 2026Q2: 13,132 shares; 2026Q3: 13,255 shares 13,255 $701K 0.16% +123 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: 176,100 shares; 2025Q1: 176,434 shares; 2025Q2: 200,132 shares; 2025Q3: 217,807 shares; 2025Q4: 228,389 shares; 2026Q1: 18,502 shares; 2026Q2: 13,080 shares; 2026Q3: 12,852 shares 12,852 $653K 0.15% -228 Timeline VPU 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: 3,501 shares; 2025Q1: 3,516 shares; 2025Q2: 3,514 shares; 2025Q3: 3,603 shares; 2025Q4: 3,619 shares; 2026Q1: 3,633 shares; 2026Q2: 3,573 shares; 2026Q3: 3,795 shares 3,795 $649K 0.15% +222 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 752 shares; 2026Q2: 1,052 shares; 2026Q3: 1,978 shares 1,978 $634K 0.14% +926 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: 1,247 shares; 2025Q1: 1,372 shares; 2025Q2: 1,156 shares; 2025Q3: 1,225 shares; 2025Q4: 1,677 shares; 2026Q1: 1,629 shares; 2026Q2: 1,642 shares; 2026Q3: 1,690 shares 1,690 $600K 0.14% +48 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,036 shares; 2025Q1: 5,459 shares; 2025Q2: 6,936 shares; 2025Q3: 6,651 shares; 2025Q4: 6,531 shares; 2026Q1: 6,629 shares; 2026Q2: 5,841 shares; 2026Q3: 5,721 shares 5,721 $598K 0.13% -120 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares; 2026Q2: 1,371 shares; 2026Q3: 1,642 shares 1,642 $590K 0.13% +271 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 388 shares; 2026Q2: 523 shares; 2026Q3: 641 shares 641 $583K 0.13% +118 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: 1,439 shares; 2025Q1: 1,581 shares; 2025Q2: 1,532 shares; 2025Q3: 1,710 shares; 2025Q4: 1,854 shares; 2026Q1: 1,915 shares; 2026Q2: 7,385 shares; 2026Q3: 7,402 shares 7,402 $580K 0.13% +17 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 998 shares; 2026Q3: 1,267 shares 1,267 $578K 0.13% +269 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,545 shares; 2026Q2: 1,902 shares; 2026Q3: 2,155 shares 2,155 $570K 0.13% +253 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526 shares; 2026Q3: 1,997 shares 1,997 $529K 0.12% +1,471 Timeline CSB 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: 11,794 shares; 2025Q1: 14,152 shares; 2025Q2: 9,922 shares; 2025Q3: 7,378 shares; 2025Q4: 7,600 shares; 2026Q1: 7,743 shares; 2026Q2: 8,044 shares; 2026Q3: 8,060 shares 8,060 $496K 0.11% +16 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: 3,906 shares; 2025Q2: 4,353 shares; 2025Q3: 4,906 shares; 2025Q4: 5,515 shares; 2026Q1: 5,839 shares; 2026Q2: 6,019 shares; 2026Q3: 6,567 shares 6,567 $495K 0.11% +548 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares; 2026Q3: 1,237 shares 1,237 $492K 0.11% -69 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,385 shares; 2025Q1: 10,800 shares; 2025Q2: 7,976 shares; 2025Q3: 8,722 shares; 2025Q4: 13,503 shares; 2026Q1: 13,700 shares; 2026Q2: 10,099 shares; 2026Q3: 9,678 shares 9,678 $488K 0.11% -421 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,092 shares; 2025Q1: 1,202 shares; 2025Q2: 1,250 shares; 2025Q3: 1,421 shares; 2025Q4: 1,590 shares; 2026Q1: 1,643 shares; 2026Q2: 1,581 shares; 2026Q3: 1,688 shares 1,688 $480K 0.11% +107 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,469 shares; 2025Q1: 27,456 shares; 2025Q2: 21,181 shares; 2025Q3: 19,540 shares; 2025Q4: 15,592 shares; 2026Q1: 15,926 shares; 2026Q2: 16,311 shares; 2026Q3: 16,164 shares 16,164 $477K 0.11% -147 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,982 shares; 2025Q1: 12,269 shares; 2025Q2: 9,175 shares; 2025Q3: 8,795 shares; 2025Q4: 9,187 shares; 2026Q1: 9,365 shares; 2026Q2: 9,345 shares; 2026Q3: 9,176 shares 9,176 $476K 0.11% -169 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 16,709 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,632 shares; 2026Q1: 14,719 shares; 2026Q2: 14,563 shares; 2026Q3: 13,138 shares 13,138 $451K 0.1% -1,425 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: 3,831 shares; 2025Q1: 3,844 shares; 2025Q2: 2,478 shares; 2025Q3: 2,337 shares; 2025Q4: 2,309 shares; 2026Q1: 2,195 shares; 2026Q2: 2,078 shares; 2026Q3: 2,021 shares 2,021 $449K 0.1% -57 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,394 shares; 2025Q1: 12,980 shares; 2025Q2: 9,630 shares; 2025Q3: 9,033 shares; 2025Q4: 9,259 shares; 2026Q1: 9,860 shares; 2026Q2: 11,052 shares; 2026Q3: 11,110 shares 11,110 $449K 0.1% +58 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,412 shares; 2026Q2: 1,744 shares; 2026Q3: 2,179 shares 2,179 $445K 0.1% +435 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: 7,925 shares; 2025Q1: not reported; 2025Q2: 8,455 shares; 2025Q3: 8,395 shares; 2025Q4: 8,234 shares; 2026Q1: 10,522 shares; 2026Q2: 12,292 shares; 2026Q3: 12,294 shares 12,294 $442K 0.1% +2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 1,342 shares; 2026Q3: 1,717 shares 1,717 $436K 0.1% +375 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 428 shares; 2026Q3: 526 shares 526 $427K 0.1% +98 Timeline SCHZ 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: 20,600 shares; 2025Q1: 23,211 shares; 2025Q2: 22,377 shares; 2025Q3: 21,146 shares; 2025Q4: 21,146 shares; 2026Q1: 18,070 shares; 2026Q2: 17,854 shares; 2026Q3: 18,646 shares 18,646 $412K 0.09% +792 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 586 shares 586 $411K 0.09% new 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: not reported; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 702 shares; 2025Q4: 776 shares; 2026Q1: 1,031 shares; 2026Q2: 1,274 shares; 2026Q3: 1,413 shares 1,413 $402K 0.09% +139 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; 2024Q4: 225,245 shares; 2025Q1: 223,683 shares; 2025Q2: 482,517 shares; 2025Q3: 354,813 shares; 2025Q4: 369,716 shares; 2026Q1: 373,042 shares; 2026Q2: 10,666 shares; 2026Q3: 9,194 shares 9,194 $398K 0.09% -1,472 Timeline IEF 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: 2,098 shares; 2025Q4: 2,104 shares; 2026Q1: 3,357 shares; 2026Q2: 3,904 shares; 2026Q3: 4,421 shares 4,421 $395K 0.09% +517 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: 1,543 shares; 2026Q1: 1,715 shares; 2026Q2: 2,036 shares; 2026Q3: 2,678 shares 2,678 $389K 0.09% +642 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE 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: 2,122 shares; 2026Q3: 2,551 shares 2,551 $388K 0.09% +429 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,740 shares; 2026Q3: 2,080 shares 2,080 $383K 0.09% +340 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526 shares; 2026Q3: 685 shares 685 $378K 0.09% +159 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares; 2026Q2: 1,463 shares; 2026Q3: 1,784 shares 1,784 $370K 0.08% +321 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: 3,231 shares; 2025Q1: 3,330 shares; 2025Q2: 3,330 shares; 2025Q3: 3,336 shares; 2025Q4: 3,579 shares; 2026Q1: 3,479 shares; 2026Q2: 3,558 shares; 2026Q3: 4,240 shares 4,240 $365K 0.08% +682 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,149 shares 2,149 $359K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,095 shares; 2025Q4: 1,089 shares; 2026Q1: 1,677 shares; 2026Q2: 2,331 shares; 2026Q3: 2,517 shares 2,517 $346K 0.08% +186 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 203,442 shares; 2025Q3: 4,096 shares; 2025Q4: 4,100 shares; 2026Q1: 4,094 shares; 2026Q2: 4,900 shares; 2026Q3: 4,888 shares 4,888 $338K 0.08% -12 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 2,194 shares; 2026Q1: 2,545 shares; 2026Q2: 1,811 shares; 2026Q3: 1,722 shares 1,722 $337K 0.08% -89 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,824 shares; 2025Q3: 8,491 shares; 2025Q4: 8,505 shares; 2026Q1: 4,519 shares; 2026Q2: 4,525 shares; 2026Q3: 4,530 shares 4,530 $334K 0.08% +5 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,764 shares; 2025Q1: 57,646 shares; 2025Q2: 58,234 shares; 2025Q3: 67,294 shares; 2025Q4: 75,106 shares; 2026Q1: 76,795 shares; 2026Q2: 77,540 shares; 2026Q3: 6,831 shares 6,831 $327K 0.07% -70,709 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,307 shares; 2025Q1: 23,486 shares; 2025Q2: 15,339 shares; 2025Q3: 13,538 shares; 2025Q4: 17,144 shares; 2026Q1: 17,014 shares; 2026Q2: 17,145 shares; 2026Q3: 17,188 shares 17,188 $321K 0.07% +43 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,411 shares; 2026Q2: 1,857 shares; 2026Q3: 2,515 shares 2,515 $319K 0.07% +658 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 874 shares; 2025Q4: 1,065 shares; 2026Q1: 1,377 shares; 2026Q2: 1,217 shares; 2026Q3: 1,368 shares 1,368 $316K 0.07% +151 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,992 shares; 2026Q2: 9,992 shares; 2026Q3: 9,992 shares 9,992 $314K 0.07% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 721 shares; 2026Q3: 954 shares 954 $310K 0.07% +233 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,014 shares; 2026Q3: 3,001 shares 3,001 $309K 0.07% -13 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,939 shares 3,939 $298K 0.07% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,702 shares; 2025Q1: 27,407 shares; 2025Q2: 17,838 shares; 2025Q3: 15,429 shares; 2025Q4: 18,191 shares; 2026Q1: 13,329 shares; 2026Q2: 12,367 shares; 2026Q3: 10,779 shares 10,779 $283K 0.06% -1,588 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,026 shares; 2025Q1: not reported; 2025Q2: 11,380 shares; 2025Q3: 11,792 shares; 2025Q4: 12,928 shares; 2026Q1: 12,462 shares; 2026Q2: 11,549 shares; 2026Q3: 11,458 shares 11,458 $279K 0.06% -91 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 1,405 shares; 2026Q3: 1,636 shares 1,636 $268K 0.06% +231 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,345 shares; 2025Q3: 7,196 shares; 2025Q4: 7,214 shares; 2026Q1: 7,637 shares; 2026Q2: 7,637 shares; 2026Q3: 7,637 shares 7,637 $249K 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,326 shares; 2025Q4: 2,657 shares; 2026Q1: 3,093 shares; 2026Q2: 1,937 shares; 2026Q3: 1,468 shares 1,468 $247K 0.06% -469 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 3,071 shares; 2026Q2: 2,685 shares; 2026Q3: 2,592 shares 2,592 $242K 0.05% -93 Timeline XLY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,145 shares 2,145 $233K 0.05% new Timeline LGLV 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: 1,340 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $227K 0.05% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,687 shares; 2025Q1: 9,459 shares; 2025Q2: 8,835 shares; 2025Q3: 7,302 shares; 2025Q4: 5,214 shares; 2026Q1: 6,075 shares; 2026Q2: 4,808 shares; 2026Q3: 5,240 shares 5,240 $224K 0.05% +432 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares; 2026Q3: 1,055 shares 1,055 $219K 0.05% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 963 shares 963 $208K 0.05% new Timeline QNC QUANTUM EMOTION CORP More: the full row for QUANTUM EMOTION 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: 48,058 shares; 2026Q2: 48,058 shares; 2026Q3: 48,058 shares 48,058 $71.1K 0.02% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT 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: 13,400 shares; 2026Q1: 11,940 shares; 2026Q2: 10,440 shares; 2026Q3: 10,440 shares 10,440 $14.3K <0.01% 0 Timeline