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Legacy Wealth Partners, LLC

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13F filer, CIK 2066638, Lakewood, CO

Legacy Wealth Partners, LLC reported $462,021,695 across 196 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-15. Its ten largest share positions make up 48.48% of the portfolio.

Accepted , ingested 13F-HR 0002066638-26-000005

Period
2026-09-30
Reported value
$462M
Holdings
196
Top 10 weight
48.48%
New
27
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DIVBnew+233,415$15.1M
QQQnew+17,856$13.2M
SGOVadded+105,411$10.6M
PDBCadded+224,464$4.33M
QLDadded+45,285$4.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTVreduced-68,942-$14.9M
USHYexited-260,491-$9.64M
IWMexited-24,130-$7.25M
UJBexited-51,504-$4.04M
EEMreduced-57,401-$3.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0002066638-26-000005, largest first. % of portfolio is the value over $462,021,695, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 79,788 shares; 2026Q1: 69,296 shares; 2026Q2: 83,004 shares; 2026Q3: 84,745 shares 84,745$64.9M14.05%+1,741Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 502,840 shares; 2026Q1: 481,289 shares; 2026Q2: 478,994 shares; 2026Q3: 461,720 shares 461,720$43.7M9.45%-17,274Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 272,803 shares; 2026Q1: 273,493 shares; 2026Q2: 246,985 shares; 2026Q3: 253,290 shares 253,290$24.5M5.31%+6,305Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,896 shares; 2026Q1: 22,839 shares; 2026Q2: 23,126 shares; 2026Q3: 23,024 shares 23,024$16.1M3.49%-102Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 233,415 shares 233,415$15.1M3.26%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: not reported; 2026Q3: 17,856 shares 17,856$13.2M2.86%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,095 shares; 2026Q1: 9,685 shares; 2026Q2: 12,085 shares; 2026Q3: 16,606 shares 16,606$12.7M2.74%+4,521Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 37,414 shares; 2026Q1: 39,004 shares; 2026Q2: 39,103 shares; 2026Q3: 39,981 shares 39,981$11.4M2.46%+878Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,168 shares; 2026Q1: 34,178 shares; 2026Q2: 139,681 shares; 2026Q3: 143,243 shares 143,243$11.2M2.43%+3,562Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,265 shares; 2026Q1: 234,767 shares; 2026Q2: 6,113 shares; 2026Q3: 111,524 shares 111,524$11.2M2.43%+105,411Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 36,741 shares; 2026Q1: 218,024 shares; 2026Q2: 239,969 shares; 2026Q3: 250,124 shares 250,124$11M2.39%+10,155Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 131,483 shares; 2026Q1: 135,254 shares; 2026Q2: 137,234 shares; 2026Q3: 141,334 shares 141,334$9.98M2.16%+4,100Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 70,984 shares; 2026Q1: 94,911 shares; 2026Q2: 189,608 shares; 2026Q3: 132,207 shares 132,207$8.83M1.91%-57,401Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 353,500 shares; 2026Q2: 143,719 shares; 2026Q3: 368,183 shares 368,183$7.11M1.54%+224,464Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 79,082 shares; 2026Q1: 85,029 shares; 2026Q2: 87,516 shares; 2026Q3: 91,074 shares 91,074$7.03M1.52%+3,558Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 105,680 shares; 2026Q1: 96,261 shares; 2026Q2: 98,018 shares; 2026Q3: 95,689 shares 95,689$6.56M1.42%-2,329Timeline
XLSRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 68,406 shares; 2026Q1: 73,754 shares; 2026Q2: 79,150 shares; 2026Q3: 92,011 shares 92,011$6.11M1.32%+12,861Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 47,947 shares; 2026Q1: 44,985 shares; 2026Q2: 24,993 shares; 2026Q3: 25,442 shares 25,442$5.81M1.26%+449Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56,339 shares; 2026Q1: 50,120 shares; 2026Q2: 50,825 shares; 2026Q3: 53,501 shares 53,501$5.2M1.13%+2,676Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,936 shares; 2026Q1: not reported; 2026Q2: 6,227 shares; 2026Q3: 51,512 shares 51,512$4.93M1.07%+45,285Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 48,754 shares; 2026Q1: 116,322 shares; 2026Q2: 91,743 shares; 2026Q3: 22,801 shares 22,801$4.93M1.07%-68,942Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 83,725 shares; 2026Q1: 88,729 shares; 2026Q2: 68,834 shares; 2026Q3: 96,383 shares 96,383$4.84M1.05%+27,549Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 105,194 shares; 2026Q1: 104,005 shares; 2026Q2: 106,500 shares; 2026Q3: 100,586 shares 100,586$4.76M1.03%-5,914Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,750 shares; 2026Q1: 15,209 shares; 2026Q2: 14,289 shares; 2026Q3: 14,206 shares 14,206$4.73M1.02%-83Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,060 shares; 2026Q1: 95,019 shares; 2026Q2: 93,231 shares; 2026Q3: 88,390 shares 88,390$4.35M0.94%-4,841Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 58,249 shares; 2026Q1: 63,295 shares; 2026Q2: 71,919 shares; 2026Q3: 78,515 shares 78,515$4.06M0.88%+6,596Timeline
FISRSSGA ACTIVE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 64,397 shares; 2026Q1: 92,538 shares; 2026Q2: 76,205 shares; 2026Q3: 156,575 shares 156,575$3.82M0.83%+80,370Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,572 shares; 2026Q1: 5,943 shares; 2026Q2: 6,606 shares; 2026Q3: 6,738 shares 6,738$3.46M0.75%+132Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 55,080 shares; 2026Q1: 56,620 shares; 2026Q2: 57,486 shares; 2026Q3: 57,775 shares 57,775$3.43M0.74%+289Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 56,224 shares; 2026Q1: 61,403 shares; 2026Q2: 64,129 shares; 2026Q3: 66,804 shares 66,804$3.13M0.68%+2,675Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,697 shares; 2026Q1: 33,879 shares; 2026Q2: 35,713 shares; 2026Q3: 37,917 shares 37,917$2.9M0.63%+2,204Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 11,810 shares; 2026Q2: 13,065 shares; 2026Q3: 15,721 shares 15,721$2.84M0.61%+2,656Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,103 shares; 2026Q1: 14,674 shares; 2026Q2: 18,012 shares; 2026Q3: 24,940 shares 24,940$2.75M0.6%+6,928Timeline
PDBAINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 72,086 shares 72,086$2.71M0.59%newTimeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 96,107 shares 96,107$2.69M0.58%newTimeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 30,012 shares; 2026Q2: 35,374 shares; 2026Q3: 42,731 shares 42,731$2.63M0.57%+7,357Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75,140 shares 75,140$2.59M0.56%newTimeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,720 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,028 shares 22,028$2.5M0.54%newTimeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,167 shares 23,167$2.47M0.53%newTimeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,367 shares; 2026Q3: 22,761 shares 22,761$2.32M0.5%+1,394Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 166,882 shares; 2026Q1: 29,370 shares; 2026Q2: 6,999 shares; 2026Q3: 33,400 shares 33,400$2.32M0.5%+26,401Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,884 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,525 shares 7,525$2.29M0.5%newTimeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,115 shares 16,115$2.22M0.48%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,851 shares; 2026Q1: 6,554 shares; 2026Q2: 8,052 shares; 2026Q3: 8,505 shares 8,505$2.12M0.46%+453Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,066 shares; 2026Q1: 18,056 shares; 2026Q2: 17,732 shares; 2026Q3: 17,702 shares 17,702$1.84M0.4%-30Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,279 shares; 2026Q1: 7,493 shares; 2026Q2: 7,546 shares; 2026Q3: 7,485 shares 7,485$1.73M0.38%-61Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,253 shares; 2026Q1: 2,422 shares; 2026Q2: 2,874 shares; 2026Q3: 3,233 shares 3,233$1.61M0.35%+359Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 35,921 shares; 2026Q1: 30,191 shares; 2026Q2: 27,737 shares; 2026Q3: 29,774 shares 29,774$1.57M0.34%+2,037Timeline
CERYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,210 shares; 2026Q1: 41,034 shares; 2026Q2: 45,575 shares; 2026Q3: 39,772 shares 39,772$1.56M0.34%-5,803Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,320 shares; 2026Q1: 31,035 shares; 2026Q2: 30,901 shares; 2026Q3: 31,757 shares 31,757$1.55M0.34%+856Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,528 shares; 2026Q1: 18,458 shares; 2026Q2: 21,159 shares; 2026Q3: 21,920 shares 21,920$1.52M0.33%+761Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,319 shares; 2026Q1: 2,651 shares; 2026Q2: 16,648 shares; 2026Q3: 16,671 shares 16,671$1.5M0.33%+23Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,477 shares; 2026Q1: 21,696 shares; 2026Q2: 17,105 shares; 2026Q3: 18,421 shares 18,421$1.5M0.32%+1,316Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,358 shares; 2026Q1: 8,919 shares; 2026Q2: 9,724 shares; 2026Q3: 10,051 shares 10,051$1.43M0.31%+327Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,252 shares; 2026Q1: 1,224 shares; 2026Q2: 1,226 shares; 2026Q3: 1,230 shares 1,230$1.42M0.31%+4Timeline
VYLDJPMORGAN CHASE FINL CO LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,277 shares; 2026Q1: not reported; 2026Q2: 42,174 shares; 2026Q3: 43,846 shares 43,846$1.36M0.3%+1,672Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 35,237 shares; 2026Q1: 26,453 shares; 2026Q2: 37,011 shares; 2026Q3: 55,523 shares 55,523$1.32M0.29%+18,512Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,608 shares; 2026Q1: 17,116 shares; 2026Q2: 17,405 shares; 2026Q3: 18,077 shares 18,077$1.32M0.29%+672Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,254 shares; 2026Q1: 4,038 shares; 2026Q2: 8,212 shares; 2026Q3: 14,542 shares 14,542$1.31M0.28%+6,330Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,927 shares; 2026Q1: 17,077 shares; 2026Q2: 18,516 shares; 2026Q3: 20,620 shares 20,620$1.3M0.28%+2,104Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,490 shares; 2026Q1: 3,331 shares; 2026Q2: 3,447 shares; 2026Q3: 3,677 shares 3,677$1.27M0.27%+230Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 24,314 shares; 2026Q1: 26,648 shares; 2026Q2: 26,954 shares; 2026Q3: 28,320 shares 28,320$1.26M0.27%+1,366Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,907 shares; 2026Q1: 4,043 shares; 2026Q2: 2,910 shares; 2026Q3: 3,223 shares 3,223$1.23M0.27%+313Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,909 shares; 2026Q1: 17,565 shares; 2026Q2: 18,134 shares; 2026Q3: 19,545 shares 19,545$1.23M0.27%+1,411Timeline
EETPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,758 shares; 2026Q1: 14,842 shares; 2026Q2: 29,367 shares; 2026Q3: 10,383 shares 10,383$1.12M0.24%-18,984Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,335 shares; 2026Q1: 5,740 shares; 2026Q2: 4,912 shares; 2026Q3: 4,884 shares 4,884$1.11M0.24%-28Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,352 shares; 2026Q1: 19,930 shares; 2026Q2: 21,653 shares; 2026Q3: 24,211 shares 24,211$1.1M0.24%+2,558Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,076 shares; 2026Q1: 3,150 shares; 2026Q2: 3,205 shares; 2026Q3: 3,216 shares 3,216$1.06M0.23%+11Timeline
PQUS2023 ETF SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 36,247 shares 36,247$1.03M0.22%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,475 shares; 2026Q1: 1,561 shares; 2026Q2: 1,448 shares; 2026Q3: 1,613 shares 1,613$987K0.21%+165Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,041 shares; 2026Q1: 18,349 shares; 2026Q2: 15,742 shares; 2026Q3: 11,859 shares 11,859$962K0.21%-3,883Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,140 shares; 2026Q1: 3,110 shares; 2026Q2: 2,693 shares; 2026Q3: 2,691 shares 2,691$945K0.2%-2Timeline
COROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,092 shares; 2026Q3: 25,583 shares 25,583$930K0.2%+15,491Timeline
SPLBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 25,964 shares; 2026Q2: 30,013 shares; 2026Q3: 43,857 shares 43,857$894K0.19%+13,844Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,930 shares; 2026Q1: 10,479 shares; 2026Q2: 10,572 shares; 2026Q3: 9,406 shares 9,406$842K0.18%-1,166Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,112 shares; 2026Q1: not reported; 2026Q2: 4,145 shares; 2026Q3: 4,019 shares 4,019$836K0.18%-126Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34,002 shares 34,002$828K0.18%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,896 shares; 2026Q1: 2,973 shares; 2026Q2: 2,964 shares; 2026Q3: 3,058 shares 3,058$810K0.18%+94Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,027 shares; 2026Q1: 1,019 shares; 2026Q2: 953 shares; 2026Q3: 1,086 shares 1,086$788K0.17%+133Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,487 shares; 2026Q1: 1,610 shares; 2026Q2: 1,628 shares; 2026Q3: 3,545 shares 3,545$780K0.17%+1,917Timeline
EMHCSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 22,834 shares; 2026Q1: 24,453 shares; 2026Q2: 25,122 shares; 2026Q3: 31,072 shares 31,072$742K0.16%+5,950Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 800 shares; 2026Q1: 768 shares; 2026Q2: 745 shares; 2026Q3: 802 shares 802$730K0.16%+57Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,287 shares; 2026Q2: 9,506 shares; 2026Q3: 14,808 shares 14,808$725K0.16%+5,302Timeline
GBILGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,055 shares; 2026Q1: 7,377 shares; 2026Q2: 7,389 shares; 2026Q3: 7,228 shares 7,228$724K0.16%-161Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,976 shares; 2026Q1: 1,725 shares; 2026Q2: 2,022 shares; 2026Q3: 1,923 shares 1,923$720K0.16%-99Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,150 shares 6,150$712K0.15%newTimeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,998 shares; 2026Q1: 5,693 shares; 2026Q2: 5,463 shares; 2026Q3: 5,202 shares 5,202$708K0.15%-261Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 9,094 shares; 2026Q1: 9,082 shares; 2026Q2: 8,984 shares; 2026Q3: 8,450 shares 8,450$701K0.15%-534Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,900 shares; 2026Q1: 17,680 shares; 2026Q2: 18,344 shares; 2026Q3: 17,334 shares 17,334$699K0.15%-1,010Timeline
KAMOMANAGED PORTFOLIO SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 21,714 shares; 2026Q1: 22,844 shares; 2026Q2: 24,976 shares; 2026Q3: 29,215 shares 29,215$698K0.15%+4,239Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,641 shares; 2026Q1: 12,596 shares; 2026Q2: 13,786 shares; 2026Q3: 17,000 shares 17,000$687K0.15%+3,214Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,895 shares; 2026Q1: 6,787 shares; 2026Q2: 8,514 shares; 2026Q3: 8,509 shares 8,509$663K0.14%-5Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,063 shares 4,063$661K0.14%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,207 shares; 2026Q1: 8,100 shares; 2026Q2: 5,066 shares; 2026Q3: 6,324 shares 6,324$639K0.14%+1,258Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,677 shares; 2026Q2: 5,535 shares; 2026Q3: 5,183 shares 5,183$621K0.13%-352Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,262 shares; 2026Q1: 2,600 shares; 2026Q2: 2,319 shares; 2026Q3: 2,351 shares 2,351$615K0.13%+32Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,039 shares 8,039$608K0.13%newTimeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,618 shares; 2026Q1: 8,626 shares; 2026Q2: 8,463 shares; 2026Q3: 8,300 shares 8,300$591K0.13%-163Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,431 shares; 2026Q1: 7,899 shares; 2026Q2: 7,897 shares; 2026Q3: 7,893 shares 7,893$583K0.13%-4Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,435 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares; 2026Q3: 3,621 shares 3,621$570K0.12%+264Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,154 shares; 2026Q1: 20,154 shares; 2026Q2: 20,154 shares; 2026Q3: 24,438 shares 24,438$564K0.12%+4,284Timeline
KORPAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,909 shares; 2026Q1: 11,643 shares; 2026Q2: 11,769 shares; 2026Q3: 12,401 shares 12,401$550K0.12%+632Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,552 shares; 2026Q1: 14,645 shares; 2026Q2: 14,282 shares; 2026Q3: 11,652 shares 11,652$550K0.12%-2,630Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,628 shares; 2026Q1: 1,691 shares; 2026Q2: 1,633 shares; 2026Q3: 1,639 shares 1,639$538K0.12%+6Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,119 shares; 2026Q1: 8,054 shares; 2026Q2: 8,057 shares; 2026Q3: 7,183 shares 7,183$517K0.11%-874Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,599 shares; 2026Q1: 12,934 shares; 2026Q2: 7,131 shares; 2026Q3: 6,376 shares 6,376$505K0.11%-755Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 20,347 shares; 2026Q2: 22,583 shares; 2026Q3: 22,615 shares 22,615$495K0.11%+32Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,952 shares; 2026Q1: 10,933 shares; 2026Q2: 11,463 shares; 2026Q3: 11,284 shares 11,284$493K0.11%-179Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,253 shares; 2026Q1: 16,445 shares; 2026Q2: 20,789 shares; 2026Q3: 26,127 shares 26,127$476K0.1%+5,338Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,540 shares; 2026Q1: 12,201 shares; 2026Q2: 10,236 shares; 2026Q3: 10,680 shares 10,680$470K0.1%+444Timeline
JJACOBS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares; 2026Q3: 3,424 shares 3,424$463K0.1%-166Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,456 shares; 2026Q1: 2,708 shares; 2026Q2: 2,771 shares; 2026Q3: 2,838 shares 2,838$456K0.1%+67Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,496 shares; 2026Q1: 2,335 shares; 2026Q2: 2,290 shares; 2026Q3: 2,290 shares 2,290$447K0.1%0Timeline
SPLSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,090 shares 8,090$445K0.1%newTimeline
TLHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,695 shares; 2026Q1: 5,062 shares; 2026Q2: 4,526 shares; 2026Q3: 4,724 shares 4,724$435K0.09%+198Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,122 shares; 2026Q1: 3,122 shares; 2026Q2: 4,311 shares; 2026Q3: 4,311 shares 4,311$435K0.09%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 6,951 shares; 2026Q1: 7,885 shares; 2026Q2: 9,306 shares; 2026Q3: 9,041 shares 9,041$428K0.09%-265Timeline
ILCVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares; 2026Q2: 3,980 shares; 2026Q3: 3,980 shares 3,980$419K0.09%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,321 shares; 2026Q1: 1,251 shares; 2026Q2: 1,109 shares; 2026Q3: 1,152 shares 1,152$414K0.09%+43Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,199 shares; 2026Q2: 2,199 shares; 2026Q3: 2,154 shares 2,154$400K0.09%-45Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,947 shares; 2026Q1: 2,045 shares; 2026Q2: 2,011 shares; 2026Q3: 2,018 shares 2,018$395K0.09%+7Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 8,326 shares; 2026Q1: 21,624 shares; 2026Q2: 3,789 shares; 2026Q3: 4,405 shares 4,405$393K0.09%+616Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 197 shares; 2026Q1: 210 shares; 2026Q2: 1,962 shares; 2026Q3: 1,992 shares 1,992$388K0.08%+30Timeline
IALTBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,281 shares; 2026Q3: 12,822 shares 12,822$383K0.08%+541Timeline
EBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,031 shares; 2026Q1: 14,938 shares; 2026Q2: 15,207 shares; 2026Q3: 18,582 shares 18,582$383K0.08%+3,375Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,471 shares; 2026Q1: 12,471 shares; 2026Q2: 12,471 shares; 2026Q3: 12,471 shares 12,471$368K0.08%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,069 shares; 2026Q1: 1,733 shares; 2026Q2: 1,878 shares; 2026Q3: 1,787 shares 1,787$365K0.08%-91Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,645 shares; 2026Q3: 7,257 shares 7,257$364K0.08%+1,612Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares; 2026Q3: 3,002 shares 3,002$361K0.08%+110Timeline
VRIGINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 10,239 shares; 2026Q2: 90,666 shares; 2026Q3: 14,339 shares 14,339$359K0.08%-76,327Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,847 shares; 2026Q1: 5,341 shares; 2026Q2: 5,316 shares; 2026Q3: 5,259 shares 5,259$354K0.08%-57Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 438 shares; 2026Q1: 702 shares; 2026Q2: 685 shares; 2026Q3: 694 shares 694$353K0.08%+9Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,966 shares; 2026Q1: 6,955 shares; 2026Q2: 17,608 shares; 2026Q3: 3,770 shares 3,770$350K0.08%-13,838Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,163 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares; 2026Q3: 1,183 shares 1,183$346K0.07%-129Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,761 shares; 2026Q1: 10,761 shares; 2026Q2: 10,787 shares; 2026Q3: 11,496 shares 11,496$345K0.07%+709Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,051 shares; 2026Q1: 1,027 shares; 2026Q2: 982 shares; 2026Q3: 1,012 shares 1,012$345K0.07%+30Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares; 2026Q3: 2,273 shares 2,273$343K0.07%+804Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,741 shares; 2026Q1: 2,758 shares; 2026Q2: 2,963 shares; 2026Q3: 3,273 shares 3,273$340K0.07%+310Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,254 shares; 2026Q1: 5,369 shares; 2026Q2: 3,339 shares; 2026Q3: 3,339 shares 3,339$338K0.07%0Timeline
FLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,485 shares; 2026Q1: 3,658 shares; 2026Q2: 3,989 shares; 2026Q3: 4,104 shares 4,104$338K0.07%+115Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327 shares; 2026Q3: 312 shares 312$332K0.07%-15Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,282 shares 2,282$332K0.07%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 700 shares; 2026Q1: 678 shares; 2026Q2: 584 shares; 2026Q3: 578 shares 578$319K0.07%-6Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,339 shares 3,339$318K0.07%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,059 shares; 2026Q1: 4,202 shares; 2026Q2: 4,782 shares; 2026Q3: 6,221 shares 6,221$313K0.07%+1,439Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,435 shares 4,435$311K0.07%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,324 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares; 2026Q3: 1,151 shares 1,151$305K0.07%0Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 47,025 shares; 2026Q1: not reported; 2026Q2: 7,085 shares; 2026Q3: 7,254 shares 7,254$303K0.07%+169Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares; 2026Q3: 327 shares 327$302K0.07%-6Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,826 shares 1,826$298K0.06%newTimeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,178 shares; 2026Q2: 4,583 shares; 2026Q3: 4,583 shares 4,583$297K0.06%0Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,764 shares; 2026Q1: 17,303 shares; 2026Q2: 13,694 shares; 2026Q3: 15,083 shares 15,083$294K0.06%+1,389Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,565 shares; 2026Q3: 2,958 shares 2,958$294K0.06%+393Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 17,572 shares; 2026Q1: 17,095 shares; 2026Q2: 13,643 shares; 2026Q3: 14,998 shares 14,998$293K0.06%+1,355Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,909 shares; 2026Q1: 16,734 shares; 2026Q2: 13,039 shares; 2026Q3: 14,476 shares 14,476$291K0.06%+1,437Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,305 shares; 2026Q1: 2,942 shares; 2026Q2: 2,530 shares; 2026Q3: 2,687 shares 2,687$289K0.06%+157Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 18,599 shares; 2026Q1: 17,825 shares; 2026Q2: 14,286 shares; 2026Q3: 15,886 shares 15,886$289K0.06%+1,600Timeline
BSCWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,749 shares; 2026Q1: 16,281 shares; 2026Q2: 12,934 shares; 2026Q3: 14,657 shares 14,657$287K0.06%+1,723Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares; 2026Q3: 1,037 shares 1,037$287K0.06%0Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,558 shares; 2026Q1: 20,110 shares; 2026Q2: 15,960 shares; 2026Q3: 17,739 shares 17,739$286K0.06%+1,779Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 20,419 shares; 2026Q1: 20,152 shares; 2026Q2: 16,131 shares; 2026Q3: 18,128 shares 18,128$286K0.06%+1,997Timeline
IDEFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 8,791 shares; 2026Q2: 9,637 shares; 2026Q3: 9,061 shares 9,061$283K0.06%-576Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,380 shares; 2026Q1: 3,361 shares; 2026Q2: 3,097 shares; 2026Q3: 3,247 shares 3,247$280K0.06%+150Timeline
DEMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,043 shares 5,043$279K0.06%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 540 shares; 2026Q3: 544 shares 544$278K0.06%+4Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,971 shares; 2026Q3: 1,927 shares 1,927$278K0.06%-44Timeline
ARKKARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,344 shares; 2026Q3: 3,094 shares 3,094$276K0.06%-250Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 609 shares; 2026Q2: 621 shares; 2026Q3: 608 shares 608$275K0.06%-13Timeline
EZUISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,990 shares 3,990$269K0.06%newTimeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,357 shares; 2026Q1: 2,305 shares; 2026Q2: 2,329 shares; 2026Q3: 2,289 shares 2,289$261K0.06%-40Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,359 shares; 2026Q1: not reported; 2026Q2: 4,032 shares; 2026Q3: 4,919 shares 4,919$255K0.06%+887Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,197 shares; 2026Q3: 809 shares 809$253K0.05%-388Timeline
BSCYINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,712 shares; 2026Q1: 16,304 shares; 2026Q2: 12,977 shares; 2026Q3: 12,847 shares 12,847$251K0.05%-130Timeline
BSCZINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 15,950 shares; 2026Q1: 16,285 shares; 2026Q2: 12,977 shares; 2026Q3: 13,034 shares 13,034$251K0.05%+57Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,751 shares; 2026Q1: 10,873 shares; 2026Q2: 10,520 shares; 2026Q3: 10,234 shares 10,234$250K0.05%-286Timeline
BSCXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 16,264 shares; 2026Q1: 15,578 shares; 2026Q2: 12,530 shares; 2026Q3: 12,435 shares 12,435$249K0.05%-95Timeline
USDUWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 71,083 shares; 2026Q2: 85,677 shares; 2026Q3: 9,200 shares 9,200$248K0.05%-76,477Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 920 shares; 2026Q1: 897 shares; 2026Q2: 838 shares; 2026Q3: 852 shares 852$242K0.05%+14Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 7,475 shares; 2026Q1: 7,155 shares; 2026Q2: 7,640 shares; 2026Q3: 2,680 shares 2,680$240K0.05%-4,960Timeline
IGHGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,086 shares 3,086$240K0.05%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares; 2026Q3: 1,002 shares 1,002$234K0.05%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,746 shares; 2026Q1: 2,575 shares; 2026Q2: 2,900 shares; 2026Q3: 2,925 shares 2,925$229K0.05%+25Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361 shares; 2026Q3: 356 shares 356$229K0.05%-5Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,106 shares 1,106$225K0.05%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,498 shares 1,498$218K0.05%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,760 shares; 2026Q2: 14,406 shares; 2026Q3: 2,349 shares 2,349$215K0.05%-12,057Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,997 shares; 2026Q1: not reported; 2026Q2: 3,723 shares; 2026Q3: 3,725 shares 3,725$215K0.05%+2Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,480 shares; 2026Q1: 1,514 shares; 2026Q2: 1,416 shares; 2026Q3: 1,612 shares 1,612$213K0.05%+196Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,534 shares; 2026Q3: 2,540 shares 2,540$212K0.05%+6Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,272 shares 4,272$211K0.05%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,545 shares 4,545$209K0.05%newTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares; 2026Q3: 499 shares 499$208K0.04%-23Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: not reported; 2026Q3: 479 shares 479$204K0.04%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,168 shares; 2026Q1: not reported; 2026Q2: 3,807 shares; 2026Q3: 3,738 shares 3,738$203K0.04%-69Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 320 shares; 2026Q3: 211 shares 211$201K0.04%-109Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,398 shares; 2026Q1: 11,510 shares; 2026Q2: 10,557 shares; 2026Q3: 10,110 shares 10,110$122K0.03%-447Timeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
USHYISHARES TR260,491$9.64Mshares
IWMISHARES TR24,130$7.25Mshares
UJBPROSHARES TR51,504$4.04Mshares
UWMPROSHARES TR55,321$3.72Mshares
IDHQINVESCO EXCH TRADED FD TR II4,526$3.33Mshares
TIPISHARES TR29,907$3.27Mshares
XBISPDR SERIES TRUST14,230$2.25Mshares
EWWISHARES INC25,666$1.93Mshares
EWUISHARES TR36,783$1.7Mshares
IYMISHARES TR9,214$1.65Mshares
FLRNSPDR SERIES TRUST36,154$1.12Mshares
GSYINVESCO ACTIVELY MANAGED EXC22,055$1.11Mshares
CLOIVANECK ETF TRUST12,861$681Kshares
XOMEXXON MOBIL CORP4,098$560Kshares
MTUMISHARES TR1,376$472Kshares
ASHRDBX ETF TR7,456$273Kshares
LMUBISHARES TR4,865$249Kshares
CARRCARRIER GLOBAL CORPORATION3,134$230Kshares
MCDMCDONALDS CORP833$225Kshares
TSLATESLA INC508$214Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002066638-26-000005 base2026-10-15