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; 2024Q2: 488,791 shares; 2024Q3: 586,669 shares; 2024Q4: 1,738,584 shares; 2025Q1: 1,732,970 shares; 2025Q2: 1,793,917 shares; 2025Q3: 1,926,244 shares; 2025Q4: 1,983,561 shares; 2026Q1: 2,141,313 shares 2,141,313 $54.9M 14.61% +157,752 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; 2024Q2: 243,563 shares; 2024Q3: 261,605 shares; 2024Q4: 777,252 shares; 2025Q1: 820,667 shares; 2025Q2: 843,993 shares; 2025Q3: 850,051 shares; 2025Q4: 890,432 shares; 2026Q1: 807,726 shares 807,726 $25M 6.66% -82,706 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; 2024Q2: 111,141 shares; 2024Q3: 123,940 shares; 2024Q4: 427,306 shares; 2025Q1: 462,600 shares; 2025Q2: 517,010 shares; 2025Q3: 719,262 shares; 2025Q4: 734,799 shares; 2026Q1: 752,372 shares 752,372 $21.9M 5.83% +17,573 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; 2024Q2: 404,766 shares; 2024Q3: 439,545 shares; 2024Q4: 938,768 shares; 2025Q1: 868,969 shares; 2025Q2: 881,804 shares; 2025Q3: 898,460 shares; 2025Q4: 910,948 shares; 2026Q1: 811,818 shares 811,818 $20.1M 5.35% -99,130 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 52,198 shares; 2024Q4: 178,639 shares; 2025Q1: 207,192 shares; 2025Q2: 275,495 shares; 2025Q3: 590,599 shares; 2025Q4: 606,420 shares; 2026Q1: 549,657 shares 549,657 $16.8M 4.46% -56,763 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 193,144 shares; 2024Q3: 206,373 shares; 2024Q4: 216,357 shares; 2025Q1: 219,827 shares; 2025Q2: 324,016 shares; 2025Q3: 390,232 shares; 2025Q4: 429,427 shares; 2026Q1: 373,064 shares 373,064 $13.7M 3.66% -56,363 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 78,577 shares; 2024Q3: 91,851 shares; 2024Q4: 87,715 shares; 2025Q1: 115,299 shares; 2025Q2: 116,535 shares; 2025Q3: 137,990 shares; 2025Q4: 151,489 shares; 2026Q1: 121,903 shares 121,903 $12.9M 3.44% -29,586 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 371,803 shares; 2024Q3: 228,823 shares; 2024Q4: 484,650 shares; 2025Q1: 487,733 shares; 2025Q2: 515,223 shares; 2025Q3: 552,024 shares; 2025Q4: 594,236 shares; 2026Q1: 522,603 shares 522,603 $12.7M 3.38% -71,633 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,243 shares; 2025Q3: 120,006 shares; 2025Q4: 130,366 shares; 2026Q1: 133,902 shares 133,902 $11.9M 3.16% +3,536 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,871 shares; 2024Q3: 205,367 shares; 2024Q4: 188,775 shares; 2025Q1: 196,249 shares; 2025Q2: 236,825 shares; 2025Q3: 237,916 shares; 2025Q4: 239,955 shares; 2026Q1: 217,180 shares 217,180 $11.7M 3.13% -22,775 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 93,571 shares; 2024Q3: 123,229 shares; 2024Q4: 124,348 shares; 2025Q1: 125,278 shares; 2025Q2: 139,065 shares; 2025Q3: 147,325 shares; 2025Q4: 157,938 shares; 2026Q1: 143,713 shares 143,713 $10.7M 2.86% -14,225 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; 2024Q2: 2,162 shares; 2024Q3: 3,084 shares; 2024Q4: 4,405 shares; 2025Q1: 8,831 shares; 2025Q2: 12,302 shares; 2025Q3: 43,602 shares; 2025Q4: 21,580 shares; 2026Q1: 16,234 shares 16,234 $10.6M 2.81% -5,346 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,946 shares; 2025Q2: 120,869 shares; 2025Q3: 149,483 shares; 2025Q4: 173,864 shares; 2026Q1: 200,651 shares 200,651 $10.1M 2.69% +26,787 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,756 shares; 2026Q1: 379,803 shares 379,803 $10.1M 2.69% +247,047 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,364 shares; 2025Q3: 246,526 shares; 2025Q4: 320,487 shares; 2026Q1: 429,967 shares 429,967 $10M 2.67% +109,480 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 263,757 shares; 2024Q4: 289,789 shares; 2025Q1: 285,454 shares; 2025Q2: 319,660 shares; 2025Q3: 500,687 shares; 2025Q4: 533,014 shares; 2026Q1: 512,673 shares 512,673 $8.88M 2.36% -20,341 Timeline JEPI 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; 2024Q2: 107,592 shares; 2024Q3: 184,313 shares; 2024Q4: 179,617 shares; 2025Q1: 199,723 shares; 2025Q2: 215,412 shares; 2025Q3: 164,645 shares; 2025Q4: 180,345 shares; 2026Q1: 150,184 shares 150,184 $8.51M 2.27% -30,161 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 421,426 shares; 2024Q3: 345,662 shares; 2024Q4: 369,518 shares; 2025Q1: 321,779 shares; 2025Q2: 325,786 shares; 2025Q3: 330,033 shares; 2025Q4: 326,983 shares; 2026Q1: 310,565 shares 310,565 $7.96M 2.12% -16,418 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 194,681 shares; 2024Q3: 170,728 shares; 2024Q4: 480,454 shares; 2025Q1: 440,989 shares; 2025Q2: 518,741 shares; 2025Q3: 269,607 shares; 2025Q4: 283,676 shares; 2026Q1: 258,864 shares 258,864 $7.95M 2.12% -24,812 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 77,119 shares; 2024Q3: 54,421 shares; 2024Q4: 71,843 shares; 2025Q1: 77,689 shares; 2025Q2: 84,190 shares; 2025Q3: 90,217 shares; 2025Q4: 96,063 shares; 2026Q1: 87,919 shares 87,919 $7.64M 2.03% -8,144 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,434 shares 153,434 $7.63M 2.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,144 shares; 2024Q3: 68,520 shares; 2024Q4: 73,334 shares; 2025Q1: 63,423 shares; 2025Q2: 75,419 shares; 2025Q3: 77,288 shares; 2025Q4: 84,556 shares; 2026Q1: 66,914 shares 66,914 $7.13M 1.9% -17,642 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; 2024Q2: 110,812 shares; 2024Q3: 104,374 shares; 2024Q4: 221,093 shares; 2025Q1: 228,290 shares; 2025Q2: 229,870 shares; 2025Q3: 248,673 shares; 2025Q4: 252,917 shares; 2026Q1: 290,058 shares 290,058 $6.74M 1.79% +37,141 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,433 shares; 2024Q3: 45,949 shares; 2024Q4: 61,152 shares; 2025Q1: 55,729 shares; 2025Q2: 65,959 shares; 2025Q3: 70,132 shares; 2025Q4: 70,563 shares; 2026Q1: 63,628 shares 63,628 $6.32M 1.68% -6,935 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,594 shares 118,594 $5.86M 1.56% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,900 shares; 2025Q2: 114,551 shares; 2025Q3: 286,368 shares; 2025Q4: 323,040 shares; 2026Q1: 93,037 shares 93,037 $4.66M 1.24% -230,003 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,093 shares; 2024Q4: 1,545 shares; 2025Q1: 6,084 shares; 2025Q2: 10,493 shares; 2025Q3: 44,293 shares; 2025Q4: 20,995 shares; 2026Q1: 17,048 shares 17,048 $4.23M 1.13% -3,947 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; 2024Q2: 14,386 shares; 2024Q3: 14,950 shares; 2024Q4: 14,966 shares; 2025Q1: 14,280 shares; 2025Q2: 9,497 shares; 2025Q3: 9,632 shares; 2025Q4: 9,459 shares; 2026Q1: 8,847 shares 8,847 $3.81M 1.01% -612 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,142 shares; 2024Q3: 55,648 shares; 2024Q4: 57,064 shares; 2025Q1: 68,508 shares; 2025Q2: 77,144 shares; 2025Q3: 79,157 shares; 2025Q4: 87,849 shares; 2026Q1: 67,845 shares 67,845 $3.08M 0.82% -20,004 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: 1,853 shares; 2025Q2: 8,228 shares; 2025Q3: 12,628 shares; 2025Q4: 8,228 shares; 2026Q1: 8,201 shares 8,201 $3.05M 0.81% -27 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,939 shares; 2024Q3: 28,452 shares; 2024Q4: 30,133 shares; 2025Q1: 30,002 shares; 2025Q2: 29,947 shares; 2025Q3: 31,746 shares; 2025Q4: 32,408 shares; 2026Q1: 37,341 shares 37,341 $2.97M 0.79% +4,933 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,125 shares; 2024Q3: 8,554 shares; 2024Q4: 8,421 shares; 2025Q1: 9,494 shares; 2025Q2: 11,194 shares; 2025Q3: 19,552 shares; 2025Q4: 11,902 shares; 2026Q1: 10,863 shares 10,863 $2.76M 0.73% -1,039 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; 2024Q2: 41,258 shares; 2024Q3: 55,046 shares; 2024Q4: 118,178 shares; 2025Q1: 125,372 shares; 2025Q2: 92,257 shares; 2025Q3: 79,335 shares; 2025Q4: 90,520 shares; 2026Q1: 94,042 shares 94,042 $2.74M 0.73% +3,522 Timeline PZA 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; 2024Q2: 37,633 shares; 2024Q3: 48,899 shares; 2024Q4: 51,323 shares; 2025Q1: 62,000 shares; 2025Q2: 77,662 shares; 2025Q3: 83,480 shares; 2025Q4: 91,234 shares; 2026Q1: 65,599 shares 65,599 $1.51M 0.4% -25,635 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,299 shares; 2024Q3: 7,646 shares; 2024Q4: 8,181 shares; 2025Q1: 10,498 shares; 2025Q2: 14,972 shares; 2025Q3: 15,027 shares; 2025Q4: 9,341 shares; 2026Q1: 8,581 shares 8,581 $1.5M 0.4% -760 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,068 shares; 2024Q3: 15,542 shares; 2024Q4: 20,914 shares; 2025Q1: 18,077 shares; 2025Q2: 15,051 shares; 2025Q3: 7,762 shares; 2025Q4: 4,391 shares; 2026Q1: 3,864 shares 3,864 $1.11M 0.3% -527 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 65,185 shares; 2025Q1: 38,540 shares; 2025Q2: 51,676 shares; 2025Q3: 44,142 shares; 2025Q4: 40,043 shares; 2026Q1: 38,390 shares 38,390 $978K 0.26% -1,653 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,658 shares; 2024Q3: 2,495 shares; 2024Q4: 2,472 shares; 2025Q1: 2,228 shares; 2025Q2: 1,892 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,486 shares 1,486 $888K 0.24% -408 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,154 shares; 2024Q3: 25,274 shares; 2024Q4: 24,969 shares; 2025Q1: 21,589 shares; 2025Q2: 21,794 shares; 2025Q3: 20,318 shares; 2025Q4: 19,761 shares; 2026Q1: 17,620 shares 17,620 $827K 0.22% -2,141 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,899 shares; 2024Q3: 21,401 shares; 2024Q4: 21,422 shares; 2025Q1: 19,686 shares; 2025Q2: 17,766 shares; 2025Q3: 17,478 shares; 2025Q4: 16,942 shares; 2026Q1: 15,467 shares 15,467 $813K 0.22% -1,475 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; 2024Q2: 8,309 shares; 2024Q3: 8,218 shares; 2024Q4: 8,379 shares; 2025Q1: 8,306 shares; 2025Q2: 8,259 shares; 2025Q3: 8,240 shares; 2025Q4: 8,088 shares; 2026Q1: 2,338 shares 2,338 $750K 0.2% -5,750 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,827 shares; 2024Q3: 14,331 shares; 2024Q4: 12,655 shares; 2025Q1: 13,760 shares; 2025Q2: 15,318 shares; 2025Q3: 5,009 shares; 2025Q4: 4,708 shares; 2026Q1: 3,559 shares 3,559 $741K 0.2% -1,149 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,122 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 2,744 shares; 2026Q1: 2,522 shares 2,522 $723K 0.19% -222 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,799 shares; 2024Q3: 5,459 shares; 2024Q4: 5,550 shares; 2025Q1: 5,979 shares; 2025Q2: 5,095 shares; 2025Q3: 2,694 shares; 2025Q4: 2,251 shares; 2026Q1: 1,564 shares 1,564 $580K 0.15% -687 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,806 shares; 2025Q3: 14,806 shares; 2025Q4: 14,806 shares; 2026Q1: 14,806 shares 14,806 $566K 0.15% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 614 shares; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: 637 shares; 2025Q2: 623 shares; 2025Q3: 648 shares; 2025Q4: 623 shares; 2026Q1: 573 shares 573 $527K 0.14% -50 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,578 shares; 2024Q3: 2,529 shares; 2024Q4: 2,541 shares; 2025Q1: 2,546 shares; 2025Q2: 2,093 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 1,863 shares 1,863 $456K 0.12% -268 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,030 shares; 2024Q3: 8,296 shares; 2024Q4: 7,886 shares; 2025Q1: 6,722 shares; 2025Q2: 6,805 shares; 2025Q3: 6,559 shares; 2025Q4: 6,316 shares; 2026Q1: 5,993 shares 5,993 $441K 0.12% -323 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 5,300 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $437K 0.12% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,187 shares; 2024Q3: 15,917 shares; 2024Q4: 15,693 shares; 2025Q1: 15,305 shares; 2025Q2: 8,804 shares; 2025Q3: 9,094 shares; 2025Q4: 8,953 shares; 2026Q1: 9,670 shares 9,670 $431K 0.11% +717 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 357 shares; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 332 shares; 2025Q2: 321 shares; 2025Q3: 440 shares; 2025Q4: 436 shares; 2026Q1: 415 shares 415 $414K 0.11% -21 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,663 shares; 2025Q4: 3,474 shares; 2026Q1: 3,474 shares 3,474 $390K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,994 shares; 2024Q3: 2,961 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 3,164 shares; 2025Q3: 6,014 shares; 2025Q4: 3,414 shares; 2026Q1: 3,135 shares 3,135 $390K 0.1% -279 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,284 shares; 2025Q4: 13,284 shares; 2026Q1: 13,284 shares 13,284 $385K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,994 shares; 2024Q3: 1,763 shares; 2024Q4: 1,727 shares; 2025Q1: 1,896 shares; 2025Q2: 1,772 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,708 shares 1,708 $356K 0.09% -61 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 3,620 shares; 2026Q1: 3,637 shares 3,637 $350K 0.09% +17 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; 2024Q2: 1,856 shares; 2024Q3: 1,856 shares; 2024Q4: 1,533 shares; 2025Q1: 1,564 shares; 2025Q2: 1,456 shares; 2025Q3: 1,436 shares; 2025Q4: 1,425 shares; 2026Q1: 1,165 shares 1,165 $335K 0.09% -260 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 41,787 shares; 2024Q3: 31,456 shares; 2024Q4: 29,412 shares; 2025Q1: 29,299 shares; 2025Q2: 29,075 shares; 2025Q3: 29,074 shares; 2025Q4: 29,070 shares; 2026Q1: 8,344 shares 8,344 $324K 0.09% -20,726 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,533 shares; 2024Q3: 1,933 shares; 2024Q4: 1,090 shares; 2025Q1: 910 shares; 2025Q2: 839 shares; 2025Q3: 817 shares; 2025Q4: 798 shares; 2026Q1: 784 shares 784 $320K 0.09% -14 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 1,308 shares 1,308 $319K 0.08% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,043 shares; 2024Q3: 2,047 shares; 2024Q4: 2,051 shares; 2025Q1: 2,055 shares; 2025Q2: 1,518 shares; 2025Q3: 1,918 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518 $316K 0.08% 0 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; 2024Q2: 3,289 shares; 2024Q3: 3,289 shares; 2024Q4: 3,289 shares; 2025Q1: 2,842 shares; 2025Q2: 3,728 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares; 2026Q1: 3,726 shares 3,726 $283K 0.08% -127 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,064 shares; 2024Q3: 4,504 shares; 2024Q4: 4,073 shares; 2025Q1: 3,955 shares; 2025Q2: 3,820 shares; 2025Q3: 3,763 shares; 2025Q4: 3,629 shares; 2026Q1: 3,326 shares 3,326 $275K 0.07% -303 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,546 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,500 shares 1,500 $270K 0.07% -14 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,170 shares 13,170 $269K 0.07% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,144 shares; 2025Q4: 6,027 shares; 2026Q1: 6,027 shares 6,027 $262K 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 43,175 shares; 2024Q3: 25,676 shares; 2024Q4: 18,607 shares; 2025Q1: 13,272 shares; 2025Q2: 12,255 shares; 2025Q3: 4,885 shares; 2025Q4: 4,694 shares; 2026Q1: 3,552 shares 3,552 $250K 0.07% -1,142 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; 2024Q2: 846 shares; 2024Q3: 851 shares; 2024Q4: 915 shares; 2025Q1: 960 shares; 2025Q2: 903 shares; 2025Q3: 1,407 shares; 2025Q4: 907 shares; 2026Q1: 740 shares 740 $244K 0.06% -167 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 49,798 shares; 2024Q3: 24,790 shares; 2024Q4: 27,847 shares; 2025Q1: 11,570 shares; 2025Q2: 9,931 shares; 2025Q3: 9,509 shares; 2025Q4: 9,238 shares; 2026Q1: 9,005 shares 9,005 $237K 0.06% -233 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 814 shares; 2024Q3: 814 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 781 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 760 shares 760 $236K 0.06% -10 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 714 shares; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 751 shares; 2025Q3: 809 shares; 2025Q4: 729 shares; 2026Q1: 484 shares 484 $232K 0.06% -245 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 380 shares; 2025Q4: 403 shares; 2026Q1: 377 shares 377 $216K 0.06% -26 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,454 shares; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: not reported; 2025Q2: 1,589 shares; 2025Q3: 1,595 shares; 2025Q4: 1,589 shares; 2026Q1: 1,428 shares 1,428 $210K 0.06% -161 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,243 shares; 2024Q3: 1,243 shares; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,327 shares 1,327 $206K 0.05% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,537 shares; 2024Q3: 3,816 shares; 2024Q4: 3,873 shares; 2025Q1: 3,518 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 2,635 shares 2,635 $203K 0.05% -650 Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,393 shares; 2026Q1: 13,641 shares 13,641 $42K 0.01% +248 Timeline