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: 464,770 shares; 2024Q4: 1,318,408 shares; 2025Q1: 1,271,226 shares; 2025Q2: 830,036 shares; 2025Q3: 799,390 shares; 2025Q4: 738,905 shares; 2026Q1: 709,595 shares; 2026Q2: 712,622 shares 712,622 $21M 7.82% +3,027 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,519 shares; 2024Q4: 139,915 shares; 2025Q1: 135,770 shares; 2025Q2: 90,884 shares; 2025Q3: 95,524 shares; 2025Q4: 71,894 shares; 2026Q1: 58,693 shares; 2026Q2: 106,454 shares 106,454 $17.5M 6.52% +47,761 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: 20,424 shares; 2024Q4: 23,944 shares; 2025Q1: 24,911 shares; 2025Q2: 26,351 shares; 2025Q3: 25,581 shares; 2025Q4: 24,417 shares; 2026Q1: 24,157 shares; 2026Q2: 23,276 shares 23,276 $17.4M 6.48% -881 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,717 shares; 2024Q4: 35,673 shares; 2025Q1: 36,892 shares; 2025Q2: 39,085 shares; 2025Q3: 38,649 shares; 2025Q4: 39,534 shares; 2026Q1: 40,287 shares; 2026Q2: 39,011 shares 39,011 $16.6M 6.21% -1,276 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: 40,868 shares; 2024Q4: 50,908 shares; 2025Q1: 55,064 shares; 2025Q2: 39,251 shares; 2025Q3: 38,754 shares; 2025Q4: 48,158 shares; 2026Q1: 45,537 shares; 2026Q2: 44,629 shares 44,629 $15.3M 5.73% -908 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,201 shares; 2024Q4: 54,013 shares; 2025Q1: 44,635 shares; 2025Q2: 31,884 shares; 2025Q3: 32,073 shares; 2025Q4: 35,292 shares; 2026Q1: 30,750 shares; 2026Q2: 44,863 shares 44,863 $12.8M 4.79% +14,113 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,427 shares; 2025Q2: 222,365 shares; 2025Q3: 248,810 shares; 2025Q4: 269,235 shares; 2026Q1: 277,518 shares; 2026Q2: 290,812 shares 290,812 $8.91M 3.32% +13,294 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: 36,154 shares; 2026Q2: 40,123 shares 40,123 $8.88M 3.31% +3,969 Timeline EEM 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: 44,901 shares; 2025Q3: 43,605 shares; 2025Q4: 42,238 shares; 2026Q1: 122,065 shares; 2026Q2: 127,286 shares 127,286 $8.71M 3.25% +5,221 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: not reported; 2025Q2: 92,555 shares; 2025Q3: 91,763 shares; 2025Q4: 115,293 shares; 2026Q1: 93,611 shares; 2026Q2: 83,608 shares 83,608 $8.07M 3.01% -10,003 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 22,663 shares; 2026Q2: 25,502 shares 25,502 $7.66M 2.86% +2,839 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,604 shares 31,604 $6.89M 2.57% new 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: 84,495 shares; 2024Q4: 208,059 shares; 2025Q1: 190,026 shares; 2025Q2: 160,526 shares; 2025Q3: 158,034 shares; 2025Q4: 164,202 shares; 2026Q1: 180,794 shares; 2026Q2: 184,056 shares 184,056 $6.79M 2.53% +3,262 Timeline IAGG 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: 66,918 shares; 2026Q1: 102,246 shares; 2026Q2: 128,729 shares 128,729 $6.51M 2.43% +26,483 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: 17,271 shares; 2025Q3: 25,058 shares; 2025Q4: 47,404 shares; 2026Q1: not reported; 2026Q2: 33,719 shares 33,719 $6.42M 2.4% new Timeline XLE 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: not reported; 2026Q1: 101,851 shares; 2026Q2: 118,532 shares 118,532 $6.3M 2.35% +16,681 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: 6,966 shares; 2024Q4: 22,870 shares; 2025Q1: 20,673 shares; 2025Q2: 18,432 shares; 2025Q3: 17,791 shares; 2025Q4: 123,043 shares; 2026Q1: 190,343 shares; 2026Q2: 224,324 shares 224,324 $6.21M 2.32% +33,981 Timeline ESSC STRATEGY SHS More: the full row for STRATEGY SHS 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: 64,798 shares; 2026Q1: 193,800 shares; 2026Q2: 190,897 shares 190,897 $6.07M 2.26% -2,903 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 46,622 shares; 2026Q1: 73,092 shares; 2026Q2: 87,113 shares 87,113 $3.68M 1.37% +14,021 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,470 shares; 2024Q4: 179,303 shares; 2025Q1: 179,140 shares; 2025Q2: 94,830 shares; 2025Q3: 91,636 shares; 2025Q4: 71,514 shares; 2026Q1: 57,403 shares; 2026Q2: 56,813 shares 56,813 $3.53M 1.32% -590 Timeline IWL 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: 8,425 shares; 2026Q1: 14,480 shares; 2026Q2: 18,127 shares 18,127 $3.35M 1.25% +3,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,609 shares; 2025Q3: 3,726 shares; 2025Q4: 32,087 shares; 2026Q1: 37,767 shares; 2026Q2: 40,201 shares 40,201 $3.33M 1.24% +2,434 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: 4,108 shares; 2024Q4: 3,529 shares; 2025Q1: 3,346 shares; 2025Q2: 3,695 shares; 2025Q3: 3,599 shares; 2025Q4: 3,622 shares; 2026Q1: 4,363 shares; 2026Q2: 4,335 shares 4,335 $3.25M 1.21% -28 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,506 shares; 2024Q4: 116,588 shares; 2025Q1: 89,154 shares; 2025Q2: 79,792 shares; 2025Q3: 89,450 shares; 2025Q4: 72,721 shares; 2026Q1: 65,709 shares; 2026Q2: 64,798 shares 64,798 $2.99M 1.12% -911 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: 114,257 shares; 2024Q4: 84,961 shares; 2025Q1: 67,147 shares; 2025Q2: 81,514 shares; 2025Q3: 91,256 shares; 2025Q4: 73,431 shares; 2026Q1: 63,902 shares; 2026Q2: 57,003 shares 57,003 $2.88M 1.08% -6,899 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: 884 shares; 2024Q4: 835 shares; 2025Q1: 836 shares; 2025Q2: 5,672 shares; 2025Q3: 5,654 shares; 2025Q4: 5,600 shares; 2026Q1: 1,825 shares; 2026Q2: 32,720 shares 32,720 $2.82M 1.05% +30,895 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: 5,209 shares; 2024Q4: 5,008 shares; 2025Q1: 13,064 shares; 2025Q2: 4,899 shares; 2025Q3: 4,691 shares; 2025Q4: 10,122 shares; 2026Q1: 9,431 shares; 2026Q2: 9,197 shares 9,197 $2.79M 1.04% -234 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,479 shares; 2024Q4: 53,202 shares; 2025Q1: 72,272 shares; 2025Q2: 61,901 shares; 2025Q3: 62,903 shares; 2025Q4: 133,802 shares; 2026Q1: 101,372 shares; 2026Q2: 43,254 shares 43,254 $2.5M 0.93% -58,118 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: 122,283 shares; 2024Q4: 177,190 shares; 2025Q1: 155,036 shares; 2025Q2: 136,445 shares; 2025Q3: 137,410 shares; 2025Q4: 105,777 shares; 2026Q1: 77,471 shares; 2026Q2: 68,987 shares 68,987 $2.49M 0.93% -8,484 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: not reported; 2025Q4: 10,629 shares; 2026Q1: 17,007 shares; 2026Q2: 22,022 shares 22,022 $2.43M 0.91% +5,015 Timeline IGSB 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: 28,477 shares; 2026Q1: 36,466 shares; 2026Q2: 45,392 shares 45,392 $2.38M 0.89% +8,926 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: 9,939 shares; 2024Q4: 9,496 shares; 2025Q1: 30,451 shares; 2025Q2: 9,157 shares; 2025Q3: 8,933 shares; 2025Q4: 7,583 shares; 2026Q1: 6,933 shares; 2026Q2: 26,411 shares 26,411 $2.13M 0.79% +19,478 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,890 shares; 2025Q2: 30,295 shares; 2025Q3: 49,486 shares; 2025Q4: 54,830 shares; 2026Q1: 57,720 shares; 2026Q2: 62,607 shares 62,607 $2.06M 0.77% +4,887 Timeline SCHJ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,815 shares; 2026Q1: 61,181 shares; 2026Q2: 82,313 shares 82,313 $2.03M 0.76% +21,132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,729 shares; 2026Q1: 45,408 shares; 2026Q2: 55,710 shares 55,710 $2.02M 0.75% +10,302 Timeline QGRO 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: 69,319 shares; 2024Q4: 46,897 shares; 2025Q1: 39,327 shares; 2025Q2: 35,401 shares; 2025Q3: 32,422 shares; 2025Q4: 20,180 shares; 2026Q1: 17,492 shares; 2026Q2: 16,553 shares 16,553 $1.95M 0.73% -939 Timeline AGG 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: 8,005 shares; 2026Q1: 12,120 shares; 2026Q2: 19,525 shares 19,525 $1.93M 0.72% +7,405 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,573 shares; 2025Q2: 25,100 shares; 2025Q3: 27,797 shares; 2025Q4: 28,442 shares; 2026Q1: 43,843 shares; 2026Q2: 46,565 shares 46,565 $1.78M 0.66% +2,722 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: 27,373 shares; 2024Q4: 164,454 shares; 2025Q1: 78,761 shares; 2025Q2: 22,597 shares; 2025Q3: 21,941 shares; 2025Q4: 21,085 shares; 2026Q1: 21,096 shares; 2026Q2: 21,100 shares 21,100 $1.63M 0.61% +4 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,594 shares; 2024Q4: 31,561 shares; 2025Q1: 29,221 shares; 2025Q2: 26,188 shares; 2025Q3: 25,699 shares; 2025Q4: 12,738 shares; 2026Q1: 11,990 shares; 2026Q2: 11,484 shares 11,484 $1.46M 0.55% -506 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: 61,619 shares; 2024Q4: 68,273 shares; 2025Q1: 71,508 shares; 2025Q2: 9,002 shares; 2025Q3: 9,094 shares; 2025Q4: 8,907 shares; 2026Q1: 9,910 shares; 2026Q2: 9,627 shares 9,627 $1.32M 0.49% -283 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: 5,057 shares; 2024Q4: 5,038 shares; 2025Q1: 5,038 shares; 2025Q2: 4,919 shares; 2025Q3: 4,633 shares; 2025Q4: 4,580 shares; 2026Q1: 3,984 shares; 2026Q2: 3,597 shares 3,597 $1.27M 0.47% -387 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: 2,523 shares; 2024Q4: 3,414 shares; 2025Q1: 3,413 shares; 2025Q2: 4,353 shares; 2025Q3: 3,922 shares; 2025Q4: 3,586 shares; 2026Q1: 3,315 shares; 2026Q2: 3,310 shares 3,310 $1.22M 0.46% -5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,704 shares; 2026Q1: 33,580 shares; 2026Q2: 51,169 shares 51,169 $1.18M 0.44% +17,589 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,128 shares; 2024Q4: 39,163 shares; 2025Q1: 38,131 shares; 2025Q2: 31,152 shares; 2025Q3: 30,923 shares; 2025Q4: 24,951 shares; 2026Q1: 20,382 shares; 2026Q2: 20,187 shares 20,187 $1.17M 0.44% -195 Timeline PRAY FIS TR More: the full row for FIS 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: 31,303 shares; 2026Q2: 31,930 shares 31,930 $1.13M 0.42% +627 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,631 shares; 2025Q2: 20,367 shares; 2025Q3: 22,555 shares; 2025Q4: 23,086 shares; 2026Q1: 23,218 shares; 2026Q2: 23,673 shares 23,673 $1.13M 0.42% +455 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,725 shares; 2024Q4: 114,127 shares; 2025Q1: 90,642 shares; 2025Q2: 66,326 shares; 2025Q3: 63,391 shares; 2025Q4: 31,082 shares; 2026Q1: 25,508 shares; 2026Q2: 21,298 shares 21,298 $1.08M 0.4% -4,210 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: 3,622 shares; 2024Q4: 3,066 shares; 2025Q1: 2,979 shares; 2025Q2: 3,219 shares; 2025Q3: 3,090 shares; 2025Q4: 2,659 shares; 2026Q1: 2,659 shares; 2026Q2: 2,669 shares 2,669 $996K 0.37% +10 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,136 shares; 2024Q4: 16,324 shares; 2025Q1: 16,350 shares; 2025Q2: 13,399 shares; 2025Q3: 12,563 shares; 2025Q4: 11,190 shares; 2026Q1: 10,858 shares; 2026Q2: 10,838 shares 10,838 $812K 0.3% -20 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,471 shares; 2024Q4: 129,408 shares; 2025Q1: 108,892 shares; 2025Q2: 78,861 shares; 2025Q3: 57,500 shares; 2025Q4: 41,813 shares; 2026Q1: 40,898 shares; 2026Q2: 37,859 shares 37,859 $787K 0.29% -3,039 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,750 shares; 2026Q2: 9,750 shares 9,750 $726K 0.27% 0 Timeline VLUE 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: 3,222 shares; 2026Q2: 3,095 shares 3,095 $618K 0.23% -127 Timeline SHM 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: 32,008 shares; 2024Q4: 19,348 shares; 2025Q1: 16,946 shares; 2025Q2: 14,676 shares; 2025Q3: 13,810 shares; 2025Q4: 12,696 shares; 2026Q1: 12,523 shares; 2026Q2: 12,452 shares 12,452 $597K 0.22% -71 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,214 shares; 2024Q4: 13,197 shares; 2025Q1: 12,180 shares; 2025Q2: 9,227 shares; 2025Q3: 8,820 shares; 2025Q4: 7,578 shares; 2026Q1: 6,417 shares; 2026Q2: 6,189 shares 6,189 $581K 0.22% -228 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,742 shares; 2025Q4: 1,955 shares; 2026Q1: 2,467 shares; 2026Q2: 2,443 shares 2,443 $555K 0.21% -24 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: 4,291 shares; 2024Q4: 17,165 shares; 2025Q1: 17,167 shares; 2025Q2: 17,168 shares; 2025Q3: 17,169 shares; 2025Q4: 17,170 shares; 2026Q1: 16,354 shares; 2026Q2: 16,208 shares 16,208 $548K 0.2% -146 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667,785 shares; 2025Q3: 604,818 shares; 2025Q4: 458,835 shares; 2026Q1: 15,777 shares; 2026Q2: 14,188 shares 14,188 $548K 0.2% -1,589 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: 7,671 shares; 2024Q4: 22,355 shares; 2025Q1: 6,655 shares; 2025Q2: 6,675 shares; 2025Q3: 5,573 shares; 2025Q4: 4,256 shares; 2026Q1: 3,035 shares; 2026Q2: 3,112 shares 3,112 $462K 0.17% +77 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,003 shares; 2024Q4: 28,721 shares; 2025Q1: 28,576 shares; 2025Q2: 8,574 shares; 2025Q3: 8,904 shares; 2025Q4: 8,756 shares; 2026Q1: 8,599 shares; 2026Q2: 8,661 shares 8,661 $453K 0.17% +62 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: 11,919 shares; 2024Q4: 9,199 shares; 2025Q1: 8,986 shares; 2025Q2: 8,065 shares; 2025Q3: 8,039 shares; 2025Q4: 7,259 shares; 2026Q1: 7,255 shares; 2026Q2: 7,272 shares 7,272 $419K 0.16% +17 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,187 shares; 2025Q2: 77,584 shares; 2025Q3: 79,783 shares; 2025Q4: 108,986 shares; 2026Q1: 11,235 shares; 2026Q2: 11,130 shares 11,130 $415K 0.15% -105 Timeline XMLV 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: 17,815 shares; 2024Q4: 14,533 shares; 2025Q1: 14,224 shares; 2025Q2: 13,599 shares; 2025Q3: 13,599 shares; 2025Q4: 13,232 shares; 2026Q1: 6,764 shares; 2026Q2: 5,906 shares 5,906 $392K 0.15% -858 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: 2,324 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,864 shares; 2026Q1: 1,672 shares; 2026Q2: 1,831 shares 1,831 $366K 0.14% +159 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,057 shares; 2025Q2: 18,770 shares; 2025Q3: 20,939 shares; 2025Q4: 21,669 shares; 2026Q1: 7,604 shares; 2026Q2: 7,323 shares 7,323 $351K 0.13% -281 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,518 shares; 2024Q4: 6,518 shares; 2025Q1: not reported; 2025Q2: 6,518 shares; 2025Q3: 6,518 shares; 2025Q4: 6,518 shares; 2026Q1: 6,518 shares; 2026Q2: 7,169 shares 7,169 $341K 0.13% +651 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 779 shares 779 $328K 0.12% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 785 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $323K 0.12% 0 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: 2,889 shares; 2024Q4: 2,880 shares; 2025Q1: 1,515 shares; 2025Q2: 2,976 shares; 2025Q3: 2,457 shares; 2025Q4: 1,139 shares; 2026Q1: 1,083 shares; 2026Q2: 1,102 shares 1,102 $319K 0.12% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 864 shares 864 $309K 0.12% +124 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,532 shares; 2024Q4: 3,627 shares; 2025Q1: 3,628 shares; 2025Q2: 3,636 shares; 2025Q3: 3,636 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares; 2026Q2: 3,458 shares 3,458 $301K 0.11% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,524 shares; 2025Q1: 2,527 shares; 2025Q2: 2,529 shares; 2025Q3: 2,532 shares; 2025Q4: 2,535 shares; 2026Q1: 2,537 shares; 2026Q2: 2,539 shares 2,539 $298K 0.11% +2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,016 shares; 2026Q2: 3,021 shares 3,021 $266K 0.1% +2,005 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,639 shares; 2025Q1: not reported; 2025Q2: 1,648 shares; 2025Q3: 1,653 shares; 2025Q4: 1,659 shares; 2026Q1: 1,663 shares; 2026Q2: 1,667 shares 1,667 $246K 0.09% +4 Timeline BNDW 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: 25,880 shares; 2024Q4: 17,555 shares; 2025Q1: 13,586 shares; 2025Q2: 8,642 shares; 2025Q3: 3,804 shares; 2025Q4: 3,838 shares; 2026Q1: 3,645 shares; 2026Q2: 3,586 shares 3,586 $246K 0.09% -59 Timeline XLB 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: not reported; 2026Q1: 124,180 shares; 2026Q2: 4,799 shares 4,799 $244K 0.09% -119,381 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares; 2026Q2: 2,768 shares 2,768 $243K 0.09% +57 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,586 shares; 2025Q2: 2,586 shares; 2025Q3: 2,230 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $241K 0.09% 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: 500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $231K 0.09% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 893 shares 893 $228K 0.09% new Timeline IEF 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: 73,371 shares; 2026Q2: 2,313 shares 2,313 $219K 0.08% -71,058 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,663 shares; 2026Q2: 2,680 shares 2,680 $218K 0.08% +17 Timeline QUAL 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: 960 shares 960 $211K 0.08% new Timeline SCHB 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: not reported; 2025Q2: not reported; 2025Q3: 8,193 shares; 2025Q4: 8,175 shares; 2026Q1: not reported; 2026Q2: 7,227 shares 7,227 $209K 0.08% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,373 shares 2,373 $203K 0.08% new 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: 3,887 shares; 2024Q4: 3,898 shares; 2025Q1: 3,919 shares; 2025Q2: 3,932 shares; 2025Q3: 3,953 shares; 2025Q4: not reported; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $202K 0.08% 0 Timeline