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: 570,981 shares; 2024Q4: 1,763,862 shares; 2025Q1: 1,804,339 shares; 2025Q2: 1,850,958 shares; 2025Q3: 1,841,773 shares; 2025Q4: 1,715,952 shares; 2026Q1: 1,704,754 shares; 2026Q2: 1,694,633 shares 1,694,633 $52.7M 21.94% -10,121 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: 103,000 shares; 2024Q4: 107,843 shares; 2025Q1: 111,964 shares; 2025Q2: 116,185 shares; 2025Q3: 121,473 shares; 2025Q4: 118,180 shares; 2026Q1: 121,493 shares; 2026Q2: 123,599 shares 123,599 $42.5M 17.7% +2,106 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: 63,564 shares; 2024Q4: 72,761 shares; 2025Q1: 80,196 shares; 2025Q2: 84,856 shares; 2025Q3: 85,639 shares; 2025Q4: 84,697 shares; 2026Q1: 87,707 shares; 2026Q2: 92,772 shares 92,772 $28.1M 11.71% +5,065 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: 520,553 shares; 2024Q4: 1,014,627 shares; 2025Q1: 999,788 shares; 2025Q2: 983,587 shares; 2025Q3: 982,483 shares; 2025Q4: 965,779 shares; 2026Q1: 962,569 shares; 2026Q2: 947,807 shares 947,807 $26.3M 10.93% -14,762 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: 282,829 shares; 2024Q4: 848,440 shares; 2025Q1: 877,876 shares; 2025Q2: 881,334 shares; 2025Q3: 867,794 shares; 2025Q4: 808,258 shares; 2026Q1: 805,708 shares; 2026Q2: 794,508 shares 794,508 $23.4M 9.74% -11,200 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: 157,710 shares; 2024Q4: 167,512 shares; 2025Q1: 161,142 shares; 2025Q2: 152,347 shares; 2025Q3: 171,189 shares; 2025Q4: 174,440 shares; 2026Q1: 180,800 shares; 2026Q2: 187,226 shares 187,226 $18.1M 7.53% +6,426 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: 24,316 shares; 2024Q4: 24,321 shares; 2025Q1: 24,393 shares; 2025Q2: 32,591 shares; 2025Q3: 32,453 shares; 2025Q4: 32,149 shares; 2026Q1: 32,125 shares; 2026Q2: 31,771 shares 31,771 $4.71M 1.96% -354 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: 5,670 shares; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 6,852 shares; 2025Q3: 6,842 shares; 2025Q4: 6,352 shares; 2026Q1: 6,352 shares; 2026Q2: 6,252 shares 6,252 $4.68M 1.95% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: 27,370 shares; 2026Q1: 35,729 shares; 2026Q2: 47,256 shares 47,256 $4.56M 1.9% +11,527 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,575 shares; 2024Q4: 63,349 shares; 2025Q1: 60,351 shares; 2025Q2: 59,616 shares; 2025Q3: 60,745 shares; 2025Q4: 58,133 shares; 2026Q1: 55,907 shares; 2026Q2: 54,336 shares 54,336 $4.5M 1.87% -1,571 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: 63,601 shares; 2024Q4: 126,901 shares; 2025Q1: 126,179 shares; 2025Q2: 127,119 shares; 2025Q3: 126,784 shares; 2025Q4: 118,805 shares; 2026Q1: 118,002 shares; 2026Q2: 117,411 shares 117,411 $4.24M 1.77% -591 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,023 shares; 2024Q4: 102,251 shares; 2025Q1: 100,181 shares; 2025Q2: 97,407 shares; 2025Q3: 97,634 shares; 2025Q4: 97,383 shares; 2026Q1: 97,436 shares; 2026Q2: 95,236 shares 95,236 $3.45M 1.44% -2,200 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: 19,483 shares; 2024Q4: 58,449 shares; 2025Q1: 58,449 shares; 2025Q2: 58,449 shares; 2025Q3: 58,449 shares; 2025Q4: 58,449 shares; 2026Q1: 58,449 shares; 2026Q2: 73,799 shares 73,799 $2.72M 1.13% +15,350 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: 9,909 shares; 2024Q4: 9,548 shares; 2025Q1: 9,089 shares; 2025Q2: 9,372 shares; 2025Q3: 9,268 shares; 2025Q4: 9,117 shares; 2026Q1: 8,733 shares; 2026Q2: 8,638 shares 8,638 $2.5M 1.04% -95 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: 15,776 shares; 2024Q4: 45,699 shares; 2025Q1: 45,632 shares; 2025Q2: 45,129 shares; 2025Q3: 42,969 shares; 2025Q4: 32,644 shares; 2026Q1: 32,231 shares; 2026Q2: 58,638 shares 58,638 $2.04M 0.85% +26,407 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: 19,660 shares; 2024Q4: 19,610 shares; 2025Q1: 19,610 shares; 2025Q2: 19,580 shares; 2025Q3: 19,580 shares; 2025Q4: 15,830 shares; 2026Q1: 15,710 shares; 2026Q2: 15,500 shares 15,500 $1.2M 0.5% -210 Timeline ADTN ADTRAN HOLDINGS INC More: the full row for ADTRAN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,099 shares; 2024Q4: 54,099 shares; 2025Q1: 70,448 shares; 2025Q2: 70,448 shares; 2025Q3: 70,448 shares; 2025Q4: 70,448 shares; 2026Q1: 84,854 shares; 2026Q2: 84,854 shares 84,854 $1.18M 0.49% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 6,281 shares; 2025Q1: 6,289 shares; 2025Q2: 13,696 shares; 2025Q3: 13,706 shares; 2025Q4: 13,251 shares; 2026Q1: 13,251 shares; 2026Q2: 13,205 shares 13,205 $941K 0.39% -46 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,807 shares; 2024Q4: 31,835 shares; 2025Q1: 32,045 shares; 2025Q2: 32,287 shares; 2025Q3: 32,502 shares; 2025Q4: 32,777 shares; 2026Q1: 33,002 shares; 2026Q2: 34,097 shares 34,097 $711K 0.3% +1,095 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 709 shares; 2025Q4: 7,092 shares; 2026Q1: 7,302 shares; 2026Q2: 7,332 shares 7,332 $524K 0.22% +30 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: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 434 shares 434 $521K 0.22% new Timeline IBCA 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: 338 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,218 shares 20,218 $518K 0.22% new 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: 2,355 shares; 2024Q4: 2,355 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $512K 0.21% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,558 shares; 2024Q4: 4,558 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 3,528 shares; 2026Q2: 3,528 shares 3,528 $485K 0.2% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,387 shares; 2024Q4: 3,387 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $484K 0.2% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 5,004 shares; 2025Q1: 5,004 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,594 shares; 2026Q1: 4,294 shares; 2026Q2: 4,294 shares 4,294 $473K 0.2% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 11,025 shares; 2026Q1: 11,550 shares; 2026Q2: 17,520 shares 17,520 $456K 0.19% +5,970 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 7,526 shares; 2025Q1: 8,391 shares; 2025Q2: 8,391 shares; 2025Q3: 8,391 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,229 shares 19,229 $445K 0.19% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $434K 0.18% new 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: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,865 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares 2,923 $429K 0.18% 0 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: 2,037 shares; 2024Q4: 2,177 shares; 2025Q1: 509 shares; 2025Q2: 469 shares; 2025Q3: 470 shares; 2025Q4: 876 shares; 2026Q1: 1,051 shares; 2026Q2: 1,121 shares 1,121 $418K 0.17% +70 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 477 shares; 2026Q1: 402 shares; 2026Q2: 422 shares 422 $394K 0.16% +20 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: not reported; 2024Q4: 1 shares; 2025Q1: 7 shares; 2025Q2: 882 shares; 2025Q3: 953 shares; 2025Q4: 939 shares; 2026Q1: 939 shares; 2026Q2: 925 shares 925 $389K 0.16% -14 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 5,800 shares; 2025Q1: 6,740 shares; 2025Q2: 7,315 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,495 shares; 2026Q2: 15,385 shares 15,385 $388K 0.16% +6,890 Timeline PPA 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: 2,145 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $379K 0.16% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,139 shares 13,139 $332K 0.14% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 290 shares; 2025Q1: 300 shares; 2025Q2: 236 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares 4,851 $322K 0.13% 0 Timeline IBCB 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: not reported; 2026Q2: 12,555 shares 12,555 $316K 0.13% new 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: 650 shares; 2024Q4: 9,220 shares; 2025Q1: 6,830 shares; 2025Q2: 4,965 shares; 2025Q3: 6,975 shares; 2025Q4: 6,965 shares; 2026Q1: 6,965 shares; 2026Q2: 5,940 shares 5,940 $300K 0.13% -1,025 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,970 shares; 2024Q4: 5,870 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares; 2025Q3: not reported; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares; 2026Q2: 11,210 shares 11,210 $289K 0.12% +3,070 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: 1,327 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares; 2026Q2: 2,099 shares 2,099 $284K 0.12% +224 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: 414 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 368 shares 368 $275K 0.11% -40 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: 580 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 703 shares 703 $266K 0.11% +23 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 147 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $250K 0.1% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 1,926 shares; 2025Q1: 1,928 shares; 2025Q2: 1,930 shares; 2025Q3: 1,786 shares; 2025Q4: 1,788 shares; 2026Q1: 1,790 shares; 2026Q2: 1,793 shares 1,793 $247K 0.1% +3 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,329 shares; 2024Q4: 5,159 shares; 2025Q1: 4,159 shares; 2025Q2: 2,659 shares; 2025Q3: 2,659 shares; 2025Q4: 2,659 shares; 2026Q1: 2,659 shares; 2026Q2: 2,659 shares 2,659 $244K 0.1% 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: 1,332 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,952 shares; 2026Q1: 1,952 shares; 2026Q2: 2,126 shares 2,126 $241K 0.1% +174 Timeline FNDB 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: 2,510 shares; 2024Q4: 7,530 shares; 2025Q1: 7,530 shares; 2025Q2: 7,530 shares; 2025Q3: 7,530 shares; 2025Q4: 7,530 shares; 2026Q1: 7,530 shares; 2026Q2: 7,530 shares 7,530 $229K 0.1% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,385 shares 10,385 $226K 0.09% new 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; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: not reported; 2026Q2: 607 shares 607 $225K 0.09% new Timeline VTHR 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: 276 shares; 2024Q4: 277 shares; 2025Q1: 451 shares; 2025Q2: 452 shares; 2025Q3: 454 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $203K 0.08% new 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: 86 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,978 shares 2,978 $201K 0.08% new Timeline