JGRO 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: 70 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,320 shares; 2025Q4: not reported; 2026Q1: 5,729 shares; 2026Q2: 991,333 shares 991,333 $97.7M 13% +985,604 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,422,914 shares 2,422,914 $76.1M 10.12% new Timeline JBND 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: 19,927 shares; 2024Q4: 30,140 shares; 2025Q1: 40,531 shares; 2025Q2: 41,915 shares; 2025Q3: 42,390 shares; 2025Q4: not reported; 2026Q1: 11,333 shares; 2026Q2: 1,318,229 shares 1,318,229 $70.5M 9.38% +1,306,896 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,676,055 shares 1,676,055 $58.8M 7.82% new Timeline LRGC AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 652,810 shares 652,810 $54.6M 7.26% new Timeline JAVA 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: 567,601 shares 567,601 $45.1M 5.99% new Timeline FLHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,844,480 shares 1,844,480 $44.8M 5.96% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328,848 shares 328,848 $41M 5.46% new Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II 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: 834,612 shares 834,612 $35.2M 4.68% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,725 shares; 2024Q4: not reported; 2025Q1: 9,357 shares; 2025Q2: 9,193 shares; 2025Q3: 9,248 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,459,111 shares 1,459,111 $32.5M 4.33% new Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392,205 shares 392,205 $27.2M 3.61% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,885 shares; 2024Q4: 57,271 shares; 2025Q1: 68,390 shares; 2025Q2: 52,342 shares; 2025Q3: 58,146 shares; 2025Q4: 70,534 shares; 2026Q1: 77,457 shares; 2026Q2: 531,961 shares 531,961 $24.9M 3.32% +454,504 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,976 shares; 2024Q4: 38,986 shares; 2025Q1: 39,427 shares; 2025Q2: 44,045 shares; 2025Q3: 44,114 shares; 2025Q4: 43,733 shares; 2026Q1: 44,071 shares; 2026Q2: 483,030 shares 483,030 $22.1M 2.94% +438,959 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 494,506 shares 494,506 $21.7M 2.88% new Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 960,110 shares 960,110 $21.3M 2.83% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,337 shares; 2024Q4: 11,119 shares; 2025Q1: 11,058 shares; 2025Q2: 12,415 shares; 2025Q3: 12,304 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381,089 shares 381,089 $18.9M 2.51% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,818 shares; 2024Q4: 44,409 shares; 2025Q1: 52,857 shares; 2025Q2: 35,244 shares; 2025Q3: 34,370 shares; 2025Q4: 41,446 shares; 2026Q1: 46,060 shares; 2026Q2: 86,604 shares 86,604 $7.8M 1.04% +40,544 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,810 shares; 2024Q4: 35,037 shares; 2025Q1: 39,475 shares; 2025Q2: 39,950 shares; 2025Q3: 45,192 shares; 2025Q4: 44,032 shares; 2026Q1: 50,093 shares; 2026Q2: 150,459 shares 150,459 $7.41M 0.99% +100,366 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,799 shares; 2024Q4: 10,908 shares; 2025Q1: 10,567 shares; 2025Q2: 6,385 shares; 2025Q3: 5,757 shares; 2025Q4: 5,161 shares; 2026Q1: 5,197 shares; 2026Q2: 4,842 shares 4,842 $3.57M 0.47% -355 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 12,835 shares; 2025Q1: 13,555 shares; 2025Q2: 34,222 shares; 2025Q3: 40,337 shares; 2025Q4: 52,846 shares; 2026Q1: 78,144 shares; 2026Q2: 103,447 shares 103,447 $2.84M 0.38% +25,303 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,780 shares; 2024Q4: 46,795 shares; 2025Q1: 50,645 shares; 2025Q2: 60,277 shares; 2025Q3: 60,030 shares; 2025Q4: 60,384 shares; 2026Q1: 64,383 shares; 2026Q2: 64,017 shares 64,017 $2.71M 0.36% -366 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,110 shares; 2024Q4: 35,953 shares; 2025Q1: 34,755 shares; 2025Q2: 34,444 shares; 2025Q3: 33,564 shares; 2025Q4: 47,696 shares; 2026Q1: 46,916 shares; 2026Q2: 46,152 shares 46,152 $1.97M 0.26% -764 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,401 shares; 2024Q4: 17,199 shares; 2025Q1: 16,659 shares; 2025Q2: 16,778 shares; 2025Q3: 16,647 shares; 2025Q4: 15,930 shares; 2026Q1: 15,829 shares; 2026Q2: 31,396 shares 31,396 $1.76M 0.23% +15,567 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,431 shares; 2024Q4: 28,798 shares; 2025Q1: 28,860 shares; 2025Q2: 31,805 shares; 2025Q3: 31,834 shares; 2025Q4: 31,821 shares; 2026Q1: 36,802 shares; 2026Q2: 35,333 shares 35,333 $1.48M 0.2% -1,469 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,197 shares 57,197 $1.44M 0.19% new 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: 1,741 shares; 2024Q4: 2,048 shares; 2025Q1: 2,011 shares; 2025Q2: 1,654 shares; 2025Q3: 1,670 shares; 2025Q4: 1,953 shares; 2026Q1: 1,916 shares; 2026Q2: 1,915 shares 1,915 $1.43M 0.19% -1 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,284 shares; 2024Q4: 14,693 shares; 2025Q1: 19,487 shares; 2025Q2: 25,494 shares; 2025Q3: 32,856 shares; 2025Q4: 6,470 shares; 2026Q1: 7,007 shares; 2026Q2: 13,692 shares 13,692 $1.26M 0.17% +6,685 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,195 shares; 2025Q3: 13,202 shares; 2025Q4: 19,087 shares; 2026Q1: 26,410 shares; 2026Q2: 29,399 shares 29,399 $1.12M 0.15% +2,989 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,612 shares; 2024Q4: 14,892 shares; 2025Q1: 14,892 shares; 2025Q2: 14,892 shares; 2025Q3: 16,986 shares; 2025Q4: 16,489 shares; 2026Q1: 31,958 shares; 2026Q2: 23,617 shares 23,617 $1.11M 0.15% -8,341 Timeline QQQM 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 2,660 shares; 2025Q4: 2,536 shares; 2026Q1: 2,601 shares; 2026Q2: 2,635 shares 2,635 $798K 0.11% +34 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,795 shares; 2024Q4: 10,809 shares; 2025Q1: 10,809 shares; 2025Q2: 10,578 shares; 2025Q3: 9,938 shares; 2025Q4: 8,819 shares; 2026Q1: 8,588 shares; 2026Q2: 8,595 shares 8,595 $787K 0.1% +7 Timeline JMBS 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; 2024Q3: 33,182 shares; 2024Q4: 42,826 shares; 2025Q1: 51,872 shares; 2025Q2: 39,069 shares; 2025Q3: 42,241 shares; 2025Q4: 51,915 shares; 2026Q1: 56,922 shares; 2026Q2: 16,930 shares 16,930 $762K 0.1% -39,992 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,008 shares; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 10,695 shares; 2025Q3: 10,494 shares; 2025Q4: 9,886 shares; 2026Q1: 9,656 shares; 2026Q2: 9,668 shares 9,668 $745K 0.1% +12 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,846 shares; 2024Q4: 9,847 shares; 2025Q1: 9,681 shares; 2025Q2: 9,681 shares; 2025Q3: 9,487 shares; 2025Q4: 9,361 shares; 2026Q1: 9,371 shares; 2026Q2: 7,022 shares 7,022 $677K 0.09% -2,349 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,616 shares; 2024Q4: 18,636 shares; 2025Q1: 16,811 shares; 2025Q2: 15,606 shares; 2025Q3: 14,548 shares; 2025Q4: not reported; 2026Q1: 15,118 shares; 2026Q2: 15,118 shares 15,118 $621K 0.08% 0 Timeline RDVY 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: 50,283 shares; 2024Q4: 54,223 shares; 2025Q1: 44,294 shares; 2025Q2: 18,996 shares; 2025Q3: 21,609 shares; 2025Q4: 7,485 shares; 2026Q1: 7,378 shares; 2026Q2: 7,383 shares 7,383 $598K 0.08% +5 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,060 shares; 2024Q4: 50,317 shares; 2025Q1: 41,458 shares; 2025Q2: 45,804 shares; 2025Q3: 44,293 shares; 2025Q4: 47,006 shares; 2026Q1: 48,417 shares; 2026Q2: 51,300 shares 51,300 $594K 0.08% +2,883 Timeline VPU 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: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 3,129 shares; 2025Q2: 3,131 shares; 2025Q3: 3,185 shares; 2025Q4: 3,104 shares; 2026Q1: 3,106 shares; 2026Q2: 3,016 shares 3,016 $590K 0.08% -90 Timeline CIBR 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: 14,849 shares; 2024Q4: 15,453 shares; 2025Q1: 15,028 shares; 2025Q2: 14,432 shares; 2025Q3: 14,752 shares; 2025Q4: 7,893 shares; 2026Q1: 6,468 shares; 2026Q2: 6,469 shares 6,469 $581K 0.08% +1 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; 2024Q3: 6,652 shares; 2024Q4: 6,652 shares; 2025Q1: 6,652 shares; 2025Q2: 6,652 shares; 2025Q3: 6,792 shares; 2025Q4: 6,792 shares; 2026Q1: 6,792 shares; 2026Q2: 6,792 shares 6,792 $581K 0.08% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,960 shares; 2024Q4: 28,342 shares; 2025Q1: 32,998 shares; 2025Q2: 21,298 shares; 2025Q3: 22,766 shares; 2025Q4: 27,630 shares; 2026Q1: 30,027 shares; 2026Q2: 11,993 shares 11,993 $533K 0.07% -18,034 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,450 shares; 2024Q4: 9,919 shares; 2025Q1: 9,522 shares; 2025Q2: 3,685 shares; 2025Q3: 3,348 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares; 2026Q2: 1,964 shares 1,964 $499K 0.07% +218 Timeline VGT 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: 167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 466 shares; 2026Q1: 466 shares; 2026Q2: 4,063 shares 4,063 $486K 0.06% +3,597 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: 472 shares; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,047 shares; 2026Q1: 2,137 shares; 2026Q2: 2,138 shares 2,138 $485K 0.06% +1 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: 511 shares; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 3,969 shares; 2025Q3: 3,986 shares; 2025Q4: 3,483 shares; 2026Q1: 3,483 shares; 2026Q2: 3,483 shares 3,483 $479K 0.06% 0 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,975 shares; 2025Q4: 6,242 shares; 2026Q1: 6,345 shares; 2026Q2: 5,184 shares 5,184 $473K 0.06% -1,161 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,208 shares 18,208 $471K 0.06% 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: 3,412 shares; 2024Q4: 4,790 shares; 2025Q1: 4,790 shares; 2025Q2: 3,407 shares; 2025Q3: 3,190 shares; 2025Q4: 1,631 shares; 2026Q1: 1,602 shares; 2026Q2: 1,252 shares 1,252 $461K 0.06% -350 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,389 shares 17,389 $459K 0.06% new 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: 66,122 shares; 2024Q4: 64,585 shares; 2025Q1: 64,310 shares; 2025Q2: 18,638 shares; 2025Q3: 17,159 shares; 2025Q4: 2,564 shares; 2026Q1: 1,558 shares; 2026Q2: 1,546 shares 1,546 $447K 0.06% -12 Timeline MISL 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: 23,083 shares; 2024Q4: 23,130 shares; 2025Q1: 23,140 shares; 2025Q2: 11,478 shares; 2025Q3: 11,491 shares; 2025Q4: 9,481 shares; 2026Q1: 9,485 shares; 2026Q2: 9,485 shares 9,485 $434K 0.06% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,450 shares; 2024Q4: 17,212 shares; 2025Q1: 17,270 shares; 2025Q2: 2,340 shares; 2025Q3: 2,335 shares; 2025Q4: 1,076 shares; 2026Q1: 1,111 shares; 2026Q2: 1,139 shares 1,139 $425K 0.06% +28 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,076 shares; 2024Q4: 21,087 shares; 2025Q1: 21,131 shares; 2025Q2: 21,172 shares; 2025Q3: 21,140 shares; 2025Q4: 3,004 shares; 2026Q1: 1,924 shares; 2026Q2: 1,740 shares 1,740 $412K 0.05% -184 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: 4,673 shares; 2024Q4: 4,509 shares; 2025Q1: 4,136 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,072 shares; 2026Q1: 1,105 shares; 2026Q2: 1,087 shares 1,087 $402K 0.05% -18 Timeline VDC 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: 619 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,754 shares; 2026Q2: 1,784 shares 1,784 $402K 0.05% +30 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares; 2026Q2: 1,134 shares 1,134 $402K 0.05% +7 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,746 shares; 2025Q1: 1,853 shares; 2025Q2: 829 shares; 2025Q3: 827 shares; 2025Q4: 783 shares; 2026Q1: 784 shares; 2026Q2: 785 shares 785 $400K 0.05% +1 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 43,870 shares; 2026Q1: 46,461 shares; 2026Q2: 46,471 shares 46,471 $366K 0.05% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 968 shares 968 $362K 0.05% +10 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,041 shares; 2026Q2: 8,009 shares 8,009 $356K 0.05% +968 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,041 shares; 2024Q4: 5,179 shares; 2025Q1: 5,125 shares; 2025Q2: 4,057 shares; 2025Q3: 4,063 shares; 2025Q4: 2,465 shares; 2026Q1: 2,299 shares; 2026Q2: 2,336 shares 2,336 $343K 0.05% +37 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; 2024Q3: 8,792 shares; 2024Q4: 24,642 shares; 2025Q1: 25,317 shares; 2025Q2: 25,686 shares; 2025Q3: 27,038 shares; 2025Q4: 5,742 shares; 2026Q1: 4,866 shares; 2026Q2: 4,542 shares 4,542 $333K 0.04% -324 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,854 shares; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: 2,854 shares; 2026Q2: 2,854 shares 2,854 $320K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,273 shares; 2024Q4: 4,283 shares; 2025Q1: 4,296 shares; 2025Q2: 4,309 shares; 2025Q3: 4,322 shares; 2025Q4: 4,185 shares; 2026Q1: 4,199 shares; 2026Q2: 4,214 shares 4,214 $309K 0.04% +15 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: 745 shares; 2024Q4: 746 shares; 2025Q1: 2,209 shares; 2025Q2: 529 shares; 2025Q3: 408 shares; 2025Q4: not reported; 2026Q1: 412 shares; 2026Q2: 413 shares 413 $309K 0.04% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $293K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 238 shares 238 $280K 0.04% +5 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 873 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,722 shares 1,722 $279K 0.04% 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: 5,433 shares; 2024Q4: 6,059 shares; 2025Q1: 5,911 shares; 2025Q2: 2,892 shares; 2025Q3: 2,806 shares; 2025Q4: 2,147 shares; 2026Q1: 2,146 shares; 2026Q2: 2,019 shares 2,019 $276K 0.04% -127 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: 3,049 shares; 2026Q1: 3,204 shares; 2026Q2: 2,917 shares 2,917 $276K 0.04% -287 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,760 shares; 2024Q4: 7,883 shares; 2025Q1: 7,863 shares; 2025Q2: 7,515 shares; 2025Q3: 7,552 shares; 2025Q4: 6,156 shares; 2026Q1: 6,225 shares; 2026Q2: 6,468 shares 6,468 $274K 0.04% +243 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,919 shares 1,919 $268K 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,194 shares; 2025Q1: 2,031 shares; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 609 shares; 2026Q1: not reported; 2026Q2: 696 shares 696 $263K 0.03% new 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: 279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,404 shares; 2026Q1: 1,457 shares; 2026Q2: 1,185 shares 1,185 $260K 0.03% -272 Timeline JQUA 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: 1,715 shares; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 3,982 shares; 2025Q3: 4,989 shares; 2025Q4: 4,231 shares; 2026Q1: 3,512 shares; 2026Q2: 3,515 shares 3,515 $254K 0.03% +3 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 4,000 shares; 2025Q1: 3,873 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $248K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,566 shares; 2025Q1: 3,927 shares; 2025Q2: 2,026 shares; 2025Q3: 2,031 shares; 2025Q4: 864 shares; 2026Q1: 865 shares; 2026Q2: 880 shares 880 $247K 0.03% +15 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,271 shares; 2025Q1: 6,276 shares; 2025Q2: 6,280 shares; 2025Q3: 6,045 shares; 2025Q4: 5,894 shares; 2026Q1: 5,657 shares; 2026Q2: 5,514 shares 5,514 $247K 0.03% -143 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: 2,207 shares; 2024Q4: 2,165 shares; 2025Q1: 2,154 shares; 2025Q2: 1,854 shares; 2025Q3: 1,742 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $237K 0.03% new Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,678 shares 9,678 $236K 0.03% new 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: 183 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 451 shares; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $233K 0.03% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 3,598 shares; 2025Q1: 4,337 shares; 2025Q2: 2,685 shares; 2025Q3: 3,730 shares; 2025Q4: 4,388 shares; 2026Q1: 4,796 shares; 2026Q2: 2,055 shares 2,055 $232K 0.03% -2,741 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,066 shares; 2024Q4: 5,998 shares; 2025Q1: 6,008 shares; 2025Q2: 2,304 shares; 2025Q3: 3,241 shares; 2025Q4: 3,288 shares; 2026Q1: 2,145 shares; 2026Q2: 2,146 shares 2,146 $231K 0.03% +1 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares; 2026Q2: 2,347 shares 2,347 $230K 0.03% 0 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,830 shares 5,830 $224K 0.03% new 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: 27,857 shares; 2024Q4: 27,861 shares; 2025Q1: 28,522 shares; 2025Q2: 2,291 shares; 2025Q3: 1,461 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $219K 0.03% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: not reported; 2025Q1: 2,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615 $218K 0.03% new Timeline JMUB 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: 1,755 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,385 shares; 2026Q2: 4,080 shares 4,080 $207K 0.03% -305 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,943 shares; 2024Q4: 24,123 shares; 2025Q1: 24,902 shares; 2025Q2: 2,004 shares; 2025Q3: 1,924 shares; 2025Q4: 961 shares; 2026Q1: not reported; 2026Q2: 862 shares 862 $205K 0.03% new Timeline