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; 2024Q3: 809,774 shares; 2024Q4: 2,289,225 shares; 2025Q1: 2,280,290 shares; 2025Q2: 2,334,201 shares; 2025Q3: 2,345,720 shares; 2025Q4: 2,356,429 shares; 2026Q1: 2,371,188 shares; 2026Q2: 2,350,202 shares 2,350,202 $73.1M 9.58% -20,986 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490,976 shares; 2024Q4: 1,858,695 shares; 2025Q1: 1,827,134 shares; 2025Q2: 1,867,657 shares; 2025Q3: 1,856,765 shares; 2025Q4: 1,834,823 shares; 2026Q1: 1,870,926 shares; 2026Q2: 1,882,199 shares 1,882,199 $63.7M 8.34% +11,273 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547,993 shares; 2024Q4: 525,528 shares; 2025Q1: 537,081 shares; 2025Q2: 547,529 shares; 2025Q3: 551,165 shares; 2025Q4: 556,020 shares; 2026Q1: 561,025 shares; 2026Q2: 562,820 shares 562,820 $58.5M 7.67% +1,795 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317,912 shares; 2025Q2: 369,916 shares; 2025Q3: 381,217 shares; 2025Q4: 409,641 shares; 2026Q1: 421,242 shares; 2026Q2: 430,413 shares 430,413 $37.8M 4.96% +9,171 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,099 shares; 2024Q4: 252,997 shares; 2025Q1: 263,406 shares; 2025Q2: 266,709 shares; 2025Q3: 281,671 shares; 2025Q4: 303,015 shares; 2026Q1: 311,471 shares; 2026Q2: 320,695 shares 320,695 $32.8M 4.29% +9,224 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,289 shares; 2024Q4: 74,079 shares; 2025Q1: 73,814 shares; 2025Q2: 72,185 shares; 2025Q3: 81,531 shares; 2025Q4: 326,357 shares; 2026Q1: 354,431 shares; 2026Q2: 352,258 shares 352,258 $31.4M 4.12% -2,173 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,958 shares; 2024Q4: 194,455 shares; 2025Q1: 202,327 shares; 2025Q2: 202,401 shares; 2025Q3: 204,354 shares; 2025Q4: 209,258 shares; 2026Q1: 212,193 shares; 2026Q2: 210,298 shares 210,298 $31.2M 4.09% -1,895 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,319 shares; 2025Q2: 1,046,726 shares; 2025Q3: 1,027,974 shares; 2025Q4: 1,019,736 shares; 2026Q1: 1,032,101 shares; 2026Q2: 1,022,937 shares 1,022,937 $30.1M 3.94% -9,164 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,495 shares; 2024Q4: 364,141 shares; 2025Q1: 253,153 shares; 2025Q2: 233,364 shares; 2025Q3: 228,139 shares; 2025Q4: 213,417 shares; 2026Q1: 206,054 shares; 2026Q2: 198,590 shares 198,590 $28.2M 3.69% -7,464 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,649 shares; 2024Q4: 234,930 shares; 2025Q1: 246,315 shares; 2025Q2: 239,862 shares; 2025Q3: 251,298 shares; 2025Q4: 260,274 shares; 2026Q1: 262,289 shares; 2026Q2: 266,083 shares 266,083 $24.5M 3.21% +3,794 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,654 shares; 2024Q4: 159,356 shares; 2025Q1: 207,381 shares; 2025Q2: 213,084 shares; 2025Q3: 226,553 shares; 2025Q4: 244,345 shares; 2026Q1: 249,955 shares; 2026Q2: 253,580 shares 253,580 $24M 3.14% +3,625 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455,222 shares; 2024Q4: 461,488 shares; 2025Q1: 473,260 shares; 2025Q2: 475,762 shares; 2025Q3: 473,940 shares; 2025Q4: 475,257 shares; 2026Q1: 496,936 shares; 2026Q2: 489,415 shares 489,415 $23.8M 3.11% -7,521 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582,924 shares; 2024Q4: 570,000 shares; 2025Q1: 589,030 shares; 2025Q2: 603,420 shares; 2025Q3: 605,460 shares; 2025Q4: 607,762 shares; 2026Q1: 594,759 shares; 2026Q2: 569,914 shares 569,914 $22.6M 2.96% -24,845 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,954 shares; 2024Q4: 250,000 shares; 2025Q1: 254,011 shares; 2025Q2: 262,276 shares; 2025Q3: 265,296 shares; 2025Q4: 272,798 shares; 2026Q1: 281,560 shares; 2026Q2: 279,751 shares 279,751 $21.6M 2.83% -1,809 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; 2024Q3: 234,423 shares; 2024Q4: 236,633 shares; 2025Q1: 244,516 shares; 2025Q2: 242,904 shares; 2025Q3: 254,392 shares; 2025Q4: 266,401 shares; 2026Q1: 267,060 shares; 2026Q2: 276,323 shares 276,323 $21.5M 2.82% +9,263 Timeline GSIE 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; 2024Q3: 959,671 shares; 2024Q4: 961,175 shares; 2025Q1: 960,243 shares; 2025Q2: 957,305 shares; 2025Q3: 934,334 shares; 2025Q4: 468,352 shares; 2026Q1: 453,455 shares; 2026Q2: 449,338 shares 449,338 $20.5M 2.69% -4,117 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,503 shares; 2024Q4: 31,759 shares; 2025Q1: 31,189 shares; 2025Q2: 31,158 shares; 2025Q3: 31,722 shares; 2025Q4: 32,258 shares; 2026Q1: 32,124 shares; 2026Q2: 31,986 shares 31,986 $16M 2.1% -138 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,577 shares; 2024Q4: 333,955 shares; 2025Q1: 348,551 shares; 2025Q2: 368,729 shares; 2025Q3: 363,925 shares; 2025Q4: 365,857 shares; 2026Q1: 380,573 shares; 2026Q2: 380,893 shares 380,893 $15.9M 2.08% +320 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807,808 shares; 2024Q4: 837,817 shares; 2025Q1: 515,485 shares; 2025Q2: 470,822 shares; 2025Q3: 495,035 shares; 2025Q4: 503,900 shares; 2026Q1: 498,134 shares; 2026Q2: 489,951 shares 489,951 $13M 1.7% -8,183 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,411 shares; 2024Q4: 369,312 shares; 2025Q1: 364,235 shares; 2025Q2: 400,453 shares; 2025Q3: 396,606 shares; 2025Q4: 398,594 shares; 2026Q1: 375,677 shares; 2026Q2: 368,873 shares 368,873 $10.2M 1.34% -6,804 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,319 shares; 2024Q4: 8,942 shares; 2025Q1: 9,078 shares; 2025Q2: 9,035 shares; 2025Q3: 15,202 shares; 2025Q4: 16,045 shares; 2026Q1: 16,959 shares; 2026Q2: 102,406 shares 102,406 $8.82M 1.16% +85,447 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,839 shares; 2024Q4: 92,189 shares; 2025Q1: 104,895 shares; 2025Q2: 119,464 shares; 2025Q3: 134,812 shares; 2025Q4: 138,186 shares; 2026Q1: 161,103 shares; 2026Q2: 172,326 shares 172,326 $8.7M 1.14% +11,223 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,457 shares; 2024Q4: 137,385 shares; 2025Q1: 136,869 shares; 2025Q2: 131,359 shares; 2025Q3: 132,770 shares; 2025Q4: 135,060 shares; 2026Q1: 130,364 shares; 2026Q2: 131,408 shares 131,408 $7.01M 0.92% +1,044 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,072 shares; 2024Q4: 103,460 shares; 2025Q1: 102,082 shares; 2025Q2: 72,310 shares; 2025Q3: 70,063 shares; 2025Q4: 70,326 shares; 2026Q1: 67,140 shares; 2026Q2: 61,225 shares 61,225 $5.91M 0.77% -5,915 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,740 shares; 2024Q4: 13,081 shares; 2025Q1: 13,242 shares; 2025Q2: 13,164 shares; 2025Q3: 13,317 shares; 2025Q4: 13,288 shares; 2026Q1: 13,518 shares; 2026Q2: 13,416 shares 13,416 $4.79M 0.63% -102 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,312 shares; 2024Q4: 87,157 shares; 2025Q1: 90,098 shares; 2025Q2: 78,972 shares; 2025Q3: 76,118 shares; 2025Q4: 81,905 shares; 2026Q1: 89,347 shares; 2026Q2: 91,059 shares 91,059 $4.79M 0.63% +1,712 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 5,865 shares; 2025Q1: 5,807 shares; 2025Q2: 5,729 shares; 2025Q3: 6,068 shares; 2025Q4: 5,999 shares; 2026Q1: 5,924 shares; 2026Q2: 5,917 shares 5,917 $4.42M 0.58% -7 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,301 shares; 2025Q3: 37,368 shares; 2025Q4: 41,252 shares; 2026Q1: 45,400 shares; 2026Q2: 55,199 shares 55,199 $4.22M 0.55% +9,799 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; 2024Q3: 33,247 shares; 2024Q4: 33,659 shares; 2025Q1: 33,660 shares; 2025Q2: 33,123 shares; 2025Q3: 33,110 shares; 2025Q4: 32,654 shares; 2026Q1: 32,518 shares; 2026Q2: 32,495 shares 32,495 $4.15M 0.54% -23 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,312 shares; 2025Q3: 6,448 shares; 2025Q4: 11,767 shares; 2026Q1: 11,826 shares; 2026Q2: 11,986 shares 11,986 $4.12M 0.54% +160 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,008 shares; 2024Q4: 85,711 shares; 2025Q1: 99,659 shares; 2025Q2: 84,555 shares; 2025Q3: 78,774 shares; 2025Q4: 80,253 shares; 2026Q1: 83,338 shares; 2026Q2: 79,932 shares 79,932 $4.04M 0.53% -3,406 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,293 shares; 2024Q4: 11,316 shares; 2025Q1: 11,583 shares; 2025Q2: 11,368 shares; 2025Q3: 11,989 shares; 2025Q4: 13,092 shares; 2026Q1: 13,053 shares; 2026Q2: 13,643 shares 13,643 $3.95M 0.52% +590 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,754 shares; 2024Q4: 30,700 shares; 2025Q1: 42,945 shares; 2025Q2: 49,201 shares; 2025Q3: 49,148 shares; 2025Q4: 49,472 shares; 2026Q1: 49,358 shares; 2026Q2: 48,834 shares 48,834 $3.68M 0.48% -524 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,817 shares; 2024Q4: 8,721 shares; 2025Q1: 7,920 shares; 2025Q2: 7,920 shares; 2025Q3: 15,537 shares; 2025Q4: 15,535 shares; 2026Q1: 15,777 shares; 2026Q2: 15,531 shares 15,531 $3.38M 0.44% -246 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,189 shares; 2024Q4: 19,048 shares; 2025Q1: 24,880 shares; 2025Q2: 39,949 shares; 2025Q3: 53,244 shares; 2025Q4: 65,143 shares; 2026Q1: 78,482 shares; 2026Q2: 75,617 shares 75,617 $3.14M 0.41% -2,865 Timeline BIV 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; 2024Q3: 45,149 shares; 2024Q4: 43,143 shares; 2025Q1: 44,858 shares; 2025Q2: 43,053 shares; 2025Q3: 40,967 shares; 2025Q4: 42,537 shares; 2026Q1: 38,355 shares; 2026Q2: 38,005 shares 38,005 $2.92M 0.38% -350 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,193 shares; 2024Q4: 67,026 shares; 2025Q1: 66,779 shares; 2025Q2: 69,024 shares; 2025Q3: 70,192 shares; 2025Q4: 69,405 shares; 2026Q1: 68,219 shares; 2026Q2: 67,948 shares 67,948 $2.59M 0.34% -271 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 1,612 shares; 2025Q1: 1,351 shares; 2025Q2: 2,147 shares; 2025Q3: 2,814 shares; 2025Q4: 2,868 shares; 2026Q1: 2,832 shares; 2026Q2: 3,288 shares 3,288 $2.26M 0.3% +456 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,651 shares; 2024Q4: 15,302 shares; 2025Q1: 16,879 shares; 2025Q2: 63,901 shares; 2025Q3: 63,971 shares; 2025Q4: 64,558 shares; 2026Q1: 64,394 shares; 2026Q2: 62,142 shares 62,142 $2.25M 0.29% -2,252 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; 2024Q3: 3,366 shares; 2024Q4: 2,858 shares; 2025Q1: 3,100 shares; 2025Q2: 3,057 shares; 2025Q3: 3,114 shares; 2025Q4: 3,090 shares; 2026Q1: 3,039 shares; 2026Q2: 3,014 shares 3,014 $2.12M 0.28% -25 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 4,059 shares; 2025Q1: 4,066 shares; 2025Q2: 4,026 shares; 2025Q3: 4,035 shares; 2025Q4: 4,046 shares; 2026Q1: 4,038 shares; 2026Q2: 3,926 shares 3,926 $2.02M 0.26% -112 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; 2024Q3: 37,580 shares; 2024Q4: 29,683 shares; 2025Q1: 29,509 shares; 2025Q2: 29,407 shares; 2025Q3: 29,022 shares; 2025Q4: 29,376 shares; 2026Q1: 28,125 shares; 2026Q2: 28,083 shares 28,083 $1.9M 0.25% -42 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 2,445 shares; 2025Q1: 2,717 shares; 2025Q2: 2,585 shares; 2025Q3: 2,595 shares; 2025Q4: 2,596 shares; 2026Q1: 2,703 shares; 2026Q2: 2,517 shares 2,517 $1.88M 0.25% -186 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,985 shares; 2024Q4: 10,741 shares; 2025Q1: 11,232 shares; 2025Q2: 10,838 shares; 2025Q3: 11,997 shares; 2025Q4: 19,537 shares; 2026Q1: 21,059 shares; 2026Q2: 21,187 shares 21,187 $1.88M 0.25% +128 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,404 shares; 2024Q4: 40,971 shares; 2025Q1: 41,100 shares; 2025Q2: 50,680 shares; 2025Q3: 51,813 shares; 2025Q4: 52,267 shares; 2026Q1: 50,238 shares; 2026Q2: 50,028 shares 50,028 $1.84M 0.24% -210 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; 2024Q3: 6,941 shares; 2024Q4: 7,139 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 7,610 shares; 2025Q4: 7,614 shares; 2026Q1: 7,622 shares; 2026Q2: 7,521 shares 7,521 $1.78M 0.23% -101 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,871 shares; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 8,871 shares; 2026Q1: 8,850 shares; 2026Q2: 8,838 shares 8,838 $1.61M 0.21% -12 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: 2,430 shares; 2025Q2: 2,442 shares; 2025Q3: 2,766 shares; 2025Q4: 2,777 shares; 2026Q1: 2,992 shares; 2026Q2: 2,999 shares 2,999 $1.57M 0.21% +7 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,666 shares; 2025Q2: 3,807 shares; 2025Q3: 3,771 shares; 2025Q4: 3,882 shares; 2026Q1: 4,112 shares; 2026Q2: 4,316 shares 4,316 $1.52M 0.2% +204 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; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.2% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,290 shares; 2024Q4: 11,247 shares; 2025Q1: 11,267 shares; 2025Q2: 11,449 shares; 2025Q3: 12,071 shares; 2025Q4: 12,304 shares; 2026Q1: 12,877 shares; 2026Q2: 12,484 shares 12,484 $1.41M 0.19% -393 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,243 shares; 2026Q2: 10,860 shares 10,860 $1.39M 0.18% +1,617 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,334 shares; 2025Q4: 22,584 shares; 2026Q1: 26,793 shares; 2026Q2: 26,793 shares 26,793 $1.35M 0.18% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,827 shares; 2025Q2: 27,797 shares; 2025Q3: 43,765 shares; 2025Q4: 47,390 shares; 2026Q1: 51,441 shares; 2026Q2: 52,423 shares 52,423 $1.34M 0.18% +982 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 1,088 shares; 2026Q1: 1,879 shares; 2026Q2: 1,810 shares 1,810 $1.33M 0.17% -69 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 5,243 shares; 2025Q4: 12,571 shares; 2026Q1: 12,743 shares; 2026Q2: 12,931 shares 12,931 $1.18M 0.15% +188 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 2,532 shares; 2025Q2: 2,436 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,360 shares; 2026Q2: 9,440 shares 9,440 $1.17M 0.15% +7,080 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,512 shares; 2025Q1: 3,196 shares; 2025Q2: 5,288 shares; 2025Q3: 4,029 shares; 2025Q4: 4,335 shares; 2026Q1: 5,283 shares; 2026Q2: 5,830 shares 5,830 $1.17M 0.15% +547 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,757 shares; 2024Q4: 2,645 shares; 2025Q1: 3,159 shares; 2025Q2: 2,947 shares; 2025Q3: 3,291 shares; 2025Q4: 3,550 shares; 2026Q1: 3,569 shares; 2026Q2: 4,810 shares 4,810 $1.15M 0.15% +1,241 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,854 shares; 2024Q4: 16,771 shares; 2025Q1: 16,398 shares; 2025Q2: 17,448 shares; 2025Q3: 16,440 shares; 2025Q4: 16,672 shares; 2026Q1: 14,832 shares; 2026Q2: 14,306 shares 14,306 $1.13M 0.15% -526 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,589 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,296 shares; 2025Q4: 3,301 shares; 2026Q1: 3,304 shares; 2026Q2: 13,227 shares 13,227 $1.07M 0.14% +9,923 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 848 shares; 2026Q2: 923 shares 923 $1.07M 0.14% +75 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,745 shares; 2024Q4: 150,218 shares; 2025Q1: 69,041 shares; 2025Q2: 56,922 shares; 2025Q3: 49,356 shares; 2025Q4: 36,184 shares; 2026Q1: 25,682 shares; 2026Q2: 23,468 shares 23,468 $1.04M 0.14% -2,214 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,626 shares; 2025Q2: 1,646 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares; 2026Q2: 2,403 shares 2,403 $984K 0.13% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 4,021 shares; 2025Q1: 3,041 shares; 2025Q2: 3,194 shares; 2025Q3: 3,501 shares; 2025Q4: 3,582 shares; 2026Q1: 3,116 shares; 2026Q2: 3,126 shares 3,126 $979K 0.13% +10 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: 4,048 shares; 2025Q3: 4,049 shares; 2025Q4: 4,050 shares; 2026Q1: 4,019 shares; 2026Q2: 4,020 shares 4,020 $974K 0.13% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,737 shares; 2024Q4: 8,062 shares; 2025Q1: 7,785 shares; 2025Q2: 7,723 shares; 2025Q3: 6,198 shares; 2025Q4: 6,200 shares; 2026Q1: 5,906 shares; 2026Q2: 5,861 shares 5,861 $937K 0.12% -45 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,594 shares; 2024Q4: 12,685 shares; 2025Q1: 11,865 shares; 2025Q2: 6,853 shares; 2025Q3: 6,479 shares; 2025Q4: 5,283 shares; 2026Q1: 3,289 shares; 2026Q2: 9,322 shares 9,322 $934K 0.12% +6,033 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 3,022 shares; 2025Q1: 3,307 shares; 2025Q2: 3,393 shares; 2025Q3: 3,638 shares; 2025Q4: 5,058 shares; 2026Q1: 4,239 shares; 2026Q2: 2,498 shares 2,498 $932K 0.12% -1,741 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 3,951 shares; 2025Q1: 3,970 shares; 2025Q2: 2,890 shares; 2025Q3: 3,252 shares; 2025Q4: 3,283 shares; 2026Q1: 3,664 shares; 2026Q2: 3,530 shares 3,530 $897K 0.12% -134 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,832 shares; 2024Q4: 6,650 shares; 2025Q1: 6,789 shares; 2025Q2: 6,811 shares; 2025Q3: 6,903 shares; 2025Q4: 1,935 shares; 2026Q1: 2,019 shares; 2026Q2: 2,079 shares 2,079 $874K 0.11% +60 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,427 shares; 2024Q4: 3,424 shares; 2025Q1: 3,036 shares; 2025Q2: 2,842 shares; 2025Q3: 2,829 shares; 2025Q4: 2,829 shares; 2026Q1: 2,753 shares; 2026Q2: 2,766 shares 2,766 $870K 0.11% +13 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,602 shares; 2025Q4: 7,748 shares; 2026Q1: 8,674 shares; 2026Q2: 8,284 shares 8,284 $854K 0.11% -390 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; 2024Q3: 16,655 shares; 2024Q4: 16,415 shares; 2025Q1: 16,287 shares; 2025Q2: 16,159 shares; 2025Q3: 16,130 shares; 2025Q4: 16,102 shares; 2026Q1: 16,102 shares; 2026Q2: 16,103 shares 16,103 $850K 0.11% +1 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 6,469 shares; 2025Q1: 6,484 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 6,420 shares; 2026Q1: 6,399 shares; 2026Q2: 6,387 shares 6,387 $838K 0.11% -12 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; 2024Q3: 4,639 shares; 2024Q4: 5,459 shares; 2025Q1: 5,225 shares; 2025Q2: 5,370 shares; 2025Q3: 5,831 shares; 2025Q4: 5,677 shares; 2026Q1: 5,919 shares; 2026Q2: 5,581 shares 5,581 $818K 0.11% -338 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,965 shares; 2025Q2: 8,249 shares; 2025Q3: 8,629 shares; 2025Q4: 9,498 shares; 2026Q1: 8,731 shares; 2026Q2: 8,396 shares 8,396 $811K 0.11% -335 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,840 shares; 2025Q2: 5,681 shares; 2025Q3: 8,401 shares; 2025Q4: 10,254 shares; 2026Q1: 10,542 shares; 2026Q2: 10,570 shares 10,570 $810K 0.11% +28 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares; 2026Q1: 2,616 shares; 2026Q2: 2,588 shares 2,588 $784K 0.1% -28 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,418 shares; 2025Q2: 3,418 shares; 2025Q3: 3,783 shares; 2025Q4: 3,419 shares; 2026Q1: 3,419 shares; 2026Q2: 3,419 shares 3,419 $776K 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,215 shares; 2025Q1: 1,183 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 11,163 shares; 2026Q1: 11,657 shares; 2026Q2: 10,810 shares 10,810 $772K 0.1% -847 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,630 shares; 2025Q3: 17,567 shares; 2025Q4: 16,697 shares; 2026Q1: 16,697 shares; 2026Q2: 16,697 shares 16,697 $764K 0.1% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,283 shares; 2025Q4: 9,264 shares; 2026Q1: 7,283 shares; 2026Q2: 6,639 shares 6,639 $732K 0.1% -644 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,881 shares; 2024Q4: 29,984 shares; 2025Q1: 30,087 shares; 2025Q2: 30,060 shares; 2025Q3: 29,859 shares; 2025Q4: 30,429 shares; 2026Q1: 31,162 shares; 2026Q2: 31,920 shares 31,920 $707K 0.09% +758 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 2,346 shares; 2026Q2: 2,346 shares 2,346 $705K 0.09% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares; 2026Q1: 5,295 shares; 2026Q2: 5,295 shares 5,295 $659K 0.09% 0 Timeline GEM 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; 2024Q3: 52,092 shares; 2024Q4: 49,609 shares; 2025Q1: 43,505 shares; 2025Q2: 15,178 shares; 2025Q3: 12,963 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $634K 0.08% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,053 shares; 2025Q1: 3,687 shares; 2025Q2: 3,521 shares; 2025Q3: 3,393 shares; 2025Q4: 3,394 shares; 2026Q1: 3,257 shares; 2026Q2: 3,258 shares 3,258 $620K 0.08% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,576 shares; 2025Q1: 1,585 shares; 2025Q2: 1,588 shares; 2025Q3: 1,823 shares; 2025Q4: 1,750 shares; 2026Q1: 1,657 shares; 2026Q2: 1,638 shares 1,638 $554K 0.07% -19 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; 2024Q3: 6,556 shares; 2024Q4: 6,454 shares; 2025Q1: 6,213 shares; 2025Q2: 6,161 shares; 2025Q3: 6,083 shares; 2025Q4: 6,086 shares; 2026Q1: 6,089 shares; 2026Q2: 6,091 shares 6,091 $553K 0.07% +2 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943 shares 943 $548K 0.07% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 756 shares; 2025Q3: 845 shares; 2025Q4: 1,901 shares; 2026Q1: 1,231 shares; 2026Q2: 1,345 shares 1,345 $508K 0.07% +114 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; 2024Q3: 12,683 shares; 2024Q4: 25,123 shares; 2025Q1: 26,776 shares; 2025Q2: 22,094 shares; 2025Q3: 20,571 shares; 2025Q4: 20,845 shares; 2026Q1: 21,103 shares; 2026Q2: 21,885 shares 21,885 $506K 0.07% +782 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,997 shares; 2025Q4: 3,897 shares; 2026Q1: 6,495 shares; 2026Q2: 6,495 shares 6,495 $505K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,056 shares; 2025Q1: 1,060 shares; 2025Q2: 1,199 shares; 2025Q3: 1,172 shares; 2025Q4: 1,154 shares; 2026Q1: 1,231 shares; 2026Q2: 1,395 shares 1,395 $492K 0.06% +164 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,346 shares; 2024Q4: 4,346 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 4,166 shares; 2025Q4: 4,157 shares; 2026Q1: 4,135 shares; 2026Q2: 4,157 shares 4,157 $487K 0.06% +22 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,018 shares; 2025Q1: 1,075 shares; 2025Q2: 1,257 shares; 2025Q3: 1,233 shares; 2025Q4: 1,244 shares; 2026Q1: 1,431 shares; 2026Q2: 1,479 shares 1,479 $484K 0.06% +48 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 4,938 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 4,235 shares; 2025Q4: 4,333 shares; 2026Q1: 5,687 shares; 2026Q2: 5,699 shares 5,699 $455K 0.06% +12 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,142 shares; 2025Q1: not reported; 2025Q2: 2,767 shares; 2025Q3: 3,559 shares; 2025Q4: 3,607 shares; 2026Q1: 3,542 shares; 2026Q2: 3,490 shares 3,490 $448K 0.06% -52 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $446K 0.06% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,659 shares; 2026Q2: 3,659 shares 3,659 $435K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 1,354 shares; 2025Q1: 1,360 shares; 2025Q2: 1,223 shares; 2025Q3: 1,217 shares; 2025Q4: 1,221 shares; 2026Q1: 1,239 shares; 2026Q2: 1,196 shares 1,196 $433K 0.06% -43 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,814 shares 2,814 $425K 0.06% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 15,011 shares; 2025Q1: 14,567 shares; 2025Q2: 15,345 shares; 2025Q3: 14,554 shares; 2025Q4: 13,976 shares; 2026Q1: 12,035 shares; 2026Q2: 12,198 shares 12,198 $425K 0.06% +163 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,817 shares; 2025Q1: 2,929 shares; 2025Q2: 3,029 shares; 2025Q3: 2,987 shares; 2025Q4: 2,901 shares; 2026Q1: 2,942 shares; 2026Q2: 2,340 shares 2,340 $423K 0.06% -602 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,643 shares; 2025Q1: 1,583 shares; 2025Q2: 1,717 shares; 2025Q3: 5,092 shares; 2025Q4: 3,352 shares; 2026Q1: 3,201 shares; 2026Q2: 3,038 shares 3,038 $411K 0.05% -163 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $409K 0.05% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares; 2025Q1: 2,723 shares; 2025Q2: 2,723 shares; 2025Q3: 2,686 shares; 2025Q4: 2,687 shares; 2026Q1: 2,630 shares; 2026Q2: 2,631 shares 2,631 $406K 0.05% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares; 2026Q2: 2,698 shares 2,698 $395K 0.05% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,033 shares; 2025Q2: 3,968 shares; 2025Q3: 3,903 shares; 2025Q4: 3,852 shares; 2026Q1: 3,857 shares; 2026Q2: 3,862 shares 3,862 $372K 0.05% +5 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,498 shares; 2025Q4: 3,498 shares; 2026Q1: 6,004 shares; 2026Q2: 6,004 shares 6,004 $367K 0.05% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,596 shares; 2024Q4: 4,162 shares; 2025Q1: 2,186 shares; 2025Q2: 2,088 shares; 2025Q3: 2,144 shares; 2025Q4: 2,232 shares; 2026Q1: 2,565 shares; 2026Q2: 2,562 shares 2,562 $350K 0.05% -3 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 294 shares; 2026Q2: 292 shares 292 $350K 0.05% -2 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,962 shares; 2024Q4: 2,962 shares; 2025Q1: 2,963 shares; 2025Q2: 2,963 shares; 2025Q3: 2,964 shares; 2025Q4: 2,965 shares; 2026Q1: 2,966 shares; 2026Q2: 2,966 shares 2,966 $347K 0.05% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,736 shares; 2024Q4: 6,736 shares; 2025Q1: 6,781 shares; 2025Q2: 6,851 shares; 2025Q3: 6,923 shares; 2025Q4: 7,020 shares; 2026Q1: 7,069 shares; 2026Q2: 7,145 shares 7,145 $345K 0.05% +76 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $343K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,631 shares; 2024Q4: 1,667 shares; 2025Q1: 1,726 shares; 2025Q2: 1,784 shares; 2025Q3: 1,859 shares; 2025Q4: 1,891 shares; 2026Q1: 1,820 shares; 2026Q2: 1,812 shares 1,812 $335K 0.04% -8 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,497 shares; 2024Q4: 6,822 shares; 2025Q1: 6,822 shares; 2025Q2: 6,822 shares; 2025Q3: 6,822 shares; 2025Q4: 7,121 shares; 2026Q1: 7,121 shares; 2026Q2: 6,637 shares 6,637 $332K 0.04% -484 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,233 shares; 2024Q4: 5,353 shares; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 6,097 shares; 2025Q4: 6,128 shares; 2026Q1: 6,103 shares; 2026Q2: 6,047 shares 6,047 $315K 0.04% -56 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 3,873 shares; 2025Q1: 3,929 shares; 2025Q2: 3,682 shares; 2025Q3: 3,416 shares; 2025Q4: 3,498 shares; 2026Q1: 3,364 shares; 2026Q2: 3,261 shares 3,261 $314K 0.04% -103 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,659 shares; 2026Q2: 2,659 shares 2,659 $311K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares; 2026Q2: 332 shares 332 $311K 0.04% +19 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,588 shares; 2025Q1: 1,590 shares; 2025Q2: 1,593 shares; 2025Q3: 1,595 shares; 2025Q4: 1,597 shares; 2026Q1: 1,599 shares; 2026Q2: 1,601 shares 1,601 $301K 0.04% +2 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,727 shares; 2025Q2: 4,743 shares; 2025Q3: 4,277 shares; 2025Q4: 3,732 shares; 2026Q1: 3,718 shares; 2026Q2: 3,621 shares 3,621 $296K 0.04% -97 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,818 shares; 2025Q2: 4,819 shares; 2025Q3: 4,820 shares; 2025Q4: 4,822 shares; 2026Q1: 4,823 shares; 2026Q2: 4,825 shares 4,825 $295K 0.04% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $293K 0.04% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,989 shares; 2025Q4: 4,968 shares; 2026Q1: 4,979 shares; 2026Q2: 4,878 shares 4,878 $281K 0.04% -101 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 1,980 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $281K 0.04% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141 $279K 0.04% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 1,865 shares; 2025Q1: 1,829 shares; 2025Q2: 1,049 shares; 2025Q3: 860 shares; 2025Q4: 883 shares; 2026Q1: not reported; 2026Q2: 669 shares 669 $278K 0.04% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,468 shares; 2025Q1: 4,535 shares; 2025Q2: 4,563 shares; 2025Q3: 4,875 shares; 2025Q4: 4,864 shares; 2026Q1: 3,920 shares; 2026Q2: 2,680 shares 2,680 $276K 0.04% -1,240 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 293 shares; 2025Q4: 339 shares; 2026Q1: 408 shares; 2026Q2: 473 shares 473 $266K 0.03% +65 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,188 shares 1,188 $263K 0.03% -217 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 7,520 shares; 2025Q1: 7,540 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,530 shares; 2026Q1: 7,530 shares; 2026Q2: 8,227 shares 8,227 $260K 0.03% +697 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,039 shares; 2025Q1: 1,042 shares; 2025Q2: 1,050 shares; 2025Q3: 1,213 shares; 2025Q4: 1,207 shares; 2026Q1: 1,210 shares; 2026Q2: 1,179 shares 1,179 $260K 0.03% -31 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,899 shares; 2026Q2: 15,272 shares 15,272 $257K 0.03% +2,373 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,069 shares; 2026Q1: 6,272 shares; 2026Q2: 4,867 shares 4,867 $252K 0.03% -1,405 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $251K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,144 shares; 2025Q3: 1,395 shares; 2025Q4: 1,337 shares; 2026Q1: 1,475 shares; 2026Q2: 1,649 shares 1,649 $242K 0.03% +174 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $240K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,182 shares; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $238K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 78 shares; 2025Q4: 72 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $236K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632 shares 632 $236K 0.03% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99 shares 99 $225K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares; 2026Q2: 653 shares 653 $223K 0.03% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares 2,301 $222K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,366 shares; 2026Q2: 1,425 shares 1,425 $216K 0.03% +59 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $211K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 690 shares 690 $206K 0.03% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $206K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,880 shares; 2025Q1: 1,923 shares; 2025Q2: 1,361 shares; 2025Q3: 1,331 shares; 2025Q4: 1,374 shares; 2026Q1: not reported; 2026Q2: 1,258 shares 1,258 $204K 0.03% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $201K 0.03% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,224 shares 1,224 $200K 0.03% new Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $10.4K <0.01% 0 Timeline