IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135,399 shares; 2024Q4: 1,040,748 shares; 2025Q1: 869,781 shares; 2025Q2: 804,730 shares; 2025Q3: 868,869 shares; 2025Q4: 857,046 shares; 2026Q1: 853,952 shares; 2026Q2: 730,459 shares 730,459 $80.6M 9.62% -123,493 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,383 shares; 2024Q4: 627,634 shares; 2025Q1: 521,915 shares; 2025Q2: 567,701 shares; 2025Q3: 626,574 shares; 2025Q4: 680,370 shares; 2026Q1: 795,251 shares; 2026Q2: 816,347 shares 816,347 $76.6M 9.14% +21,096 Timeline SPYV 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: 1,183,017 shares; 2024Q4: 1,076,664 shares; 2025Q1: 844,439 shares; 2025Q2: 811,784 shares; 2025Q3: 826,973 shares; 2025Q4: 810,567 shares; 2026Q1: 868,602 shares; 2026Q2: 747,960 shares 747,960 $54.7M 6.53% -120,642 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; 2024Q3: 815,304 shares; 2024Q4: 736,283 shares; 2025Q1: 618,128 shares; 2025Q2: 620,233 shares; 2025Q3: 680,727 shares; 2025Q4: 671,914 shares; 2026Q1: 816,880 shares; 2026Q2: 720,889 shares 720,889 $48M 5.74% -95,991 Timeline SPYG 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: 672,828 shares; 2024Q4: 599,761 shares; 2025Q1: 458,805 shares; 2025Q2: 434,380 shares; 2025Q3: 413,795 shares; 2025Q4: 397,094 shares; 2026Q1: 426,674 shares; 2026Q2: 335,055 shares 335,055 $47.3M 5.65% -91,619 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; 2024Q3: 642,088 shares; 2024Q4: 618,290 shares; 2025Q1: 561,151 shares; 2025Q2: 533,879 shares; 2025Q3: 594,104 shares; 2025Q4: 604,274 shares; 2026Q1: 754,050 shares; 2026Q2: 597,437 shares 597,437 $40.5M 4.83% -156,613 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: 104,166 shares; 2024Q4: 102,772 shares; 2025Q1: 48,029 shares; 2025Q2: 48,046 shares; 2025Q3: 47,890 shares; 2025Q4: 47,939 shares; 2026Q1: 52,008 shares; 2026Q2: 52,107 shares 52,107 $38.8M 4.64% +99 Timeline SPIB 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: 783,570 shares; 2024Q4: 745,696 shares; 2025Q1: 664,773 shares; 2025Q2: 786,961 shares; 2025Q3: 815,347 shares; 2025Q4: 801,444 shares; 2026Q1: 919,755 shares; 2026Q2: 681,369 shares 681,369 $31.7M 3.78% -238,386 Timeline SPYM 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: 439,852 shares; 2024Q4: 420,060 shares; 2025Q1: 368,773 shares; 2025Q2: 354,850 shares; 2025Q3: 358,998 shares; 2025Q4: 344,543 shares; 2026Q1: 356,956 shares; 2026Q2: 293,740 shares 293,740 $31M 3.71% -63,216 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: 480,080 shares; 2024Q4: 452,362 shares; 2025Q1: 394,121 shares; 2025Q2: 388,272 shares; 2025Q3: 413,155 shares; 2025Q4: 399,093 shares; 2026Q1: 403,252 shares; 2026Q2: 367,659 shares 367,659 $28.6M 3.42% -35,593 Timeline JSI 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: 433,001 shares; 2024Q4: 424,891 shares; 2025Q1: 373,805 shares; 2025Q2: 349,359 shares; 2025Q3: 363,298 shares; 2025Q4: 375,276 shares; 2026Q1: 495,997 shares; 2026Q2: 348,302 shares 348,302 $26.6M 3.18% -147,695 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: 450,442 shares; 2024Q4: 396,872 shares; 2025Q1: 293,632 shares; 2025Q2: 274,195 shares; 2025Q3: 271,821 shares; 2025Q4: 259,742 shares; 2026Q1: 295,619 shares; 2026Q2: 314,218 shares 314,218 $23.6M 2.82% +18,599 Timeline VGLT 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: 453,602 shares; 2024Q4: 372,976 shares; 2025Q1: 376,415 shares; 2025Q2: 380,343 shares; 2025Q3: 388,379 shares; 2025Q4: 354,217 shares; 2026Q1: 402,843 shares; 2026Q2: 290,316 shares 290,316 $22.2M 2.65% -112,527 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; 2024Q3: 2,734 shares; 2024Q4: 1,252 shares; 2025Q1: 20,352 shares; 2025Q2: 24,874 shares; 2025Q3: 24,864 shares; 2025Q4: 24,865 shares; 2026Q1: 31,865 shares; 2026Q2: 31,888 shares 31,888 $21.8M 2.6% +23 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: 182,311 shares; 2024Q4: 162,757 shares; 2025Q1: 124,234 shares; 2025Q2: 117,512 shares; 2025Q3: 116,463 shares; 2025Q4: 112,068 shares; 2026Q1: 111,700 shares; 2026Q2: 116,780 shares 116,780 $17M 2.03% +5,080 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: 128,304 shares; 2024Q4: 119,748 shares; 2025Q1: 129,859 shares; 2025Q2: 129,137 shares; 2025Q3: 129,706 shares; 2025Q4: 126,819 shares; 2026Q1: 135,627 shares; 2026Q2: 130,560 shares 130,560 $16.3M 1.94% -5,067 Timeline AVDV 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: 145,345 shares; 2024Q4: 142,740 shares; 2025Q1: 181,185 shares; 2025Q2: 177,349 shares; 2025Q3: 173,982 shares; 2025Q4: 171,197 shares; 2026Q1: 151,764 shares; 2026Q2: 151,087 shares 151,087 $15.4M 1.84% -677 Timeline FLCA 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: 361,772 shares; 2024Q4: 338,039 shares; 2025Q1: 296,925 shares; 2025Q2: 282,528 shares; 2025Q3: 290,990 shares; 2025Q4: 281,149 shares; 2026Q1: 287,509 shares; 2026Q2: 287,534 shares 287,534 $15M 1.79% +25 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,595 shares; 2024Q4: 199,805 shares; 2025Q1: 263,586 shares; 2025Q2: 272,467 shares; 2025Q3: 280,130 shares; 2025Q4: 280,134 shares; 2026Q1: 297,415 shares; 2026Q2: 298,421 shares 298,421 $13.5M 1.61% +1,006 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,706 shares; 2024Q4: 314,793 shares; 2025Q1: 544,662 shares; 2025Q2: 212,990 shares; 2025Q3: 222,584 shares; 2025Q4: 171,821 shares; 2026Q1: 164,385 shares; 2026Q2: 156,625 shares 156,625 $13.3M 1.58% -7,760 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,942 shares; 2024Q4: 82,716 shares; 2025Q1: 100,037 shares; 2025Q2: 117,238 shares; 2025Q3: 124,311 shares; 2025Q4: 128,625 shares; 2026Q1: 162,020 shares; 2026Q2: 159,243 shares 159,243 $11.2M 1.34% -2,777 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,503 shares; 2024Q4: 36,489 shares; 2025Q1: 32,260 shares; 2025Q2: 31,068 shares; 2025Q3: 30,162 shares; 2025Q4: 25,167 shares; 2026Q1: 24,400 shares; 2026Q2: 92,648 shares 92,648 $11.1M 1.33% +68,248 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,920 shares; 2025Q2: 114,360 shares; 2025Q3: 119,508 shares; 2025Q4: 115,383 shares; 2026Q1: 122,890 shares; 2026Q2: 110,278 shares 110,278 $9.95M 1.19% -12,612 Timeline XLU 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: 90,110 shares; 2024Q4: 82,764 shares; 2025Q1: 70,320 shares; 2025Q2: 75,735 shares; 2025Q3: 75,588 shares; 2025Q4: 149,554 shares; 2026Q1: 159,247 shares; 2026Q2: 136,388 shares 136,388 $7.28M 0.87% -22,859 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: 53,750 shares; 2024Q4: 57,731 shares; 2025Q1: 71,703 shares; 2025Q2: 86,660 shares; 2025Q3: 92,128 shares; 2025Q4: 94,653 shares; 2026Q1: 121,497 shares; 2026Q2: 117,178 shares 117,178 $7.17M 0.86% -4,319 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,814 shares; 2024Q4: 55,631 shares; 2025Q1: 46,157 shares; 2025Q2: 42,972 shares; 2025Q3: 41,985 shares; 2025Q4: 31,155 shares; 2026Q1: 30,747 shares; 2026Q2: 28,513 shares 28,513 $7.01M 0.84% -2,234 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; 2024Q3: 123,800 shares; 2024Q4: 110,606 shares; 2025Q1: 70,984 shares; 2025Q2: 18,582 shares; 2025Q3: 29,553 shares; 2025Q4: 40,786 shares; 2026Q1: 56,786 shares; 2026Q2: 92,236 shares 92,236 $6.74M 0.8% +35,450 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X 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: 58,277 shares; 2026Q1: 88,333 shares; 2026Q2: 88,072 shares 88,072 $6.69M 0.8% -261 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,568 shares; 2024Q4: 196,576 shares; 2025Q1: 150,172 shares; 2025Q2: 121,621 shares; 2025Q3: 117,431 shares; 2025Q4: 89,715 shares; 2026Q1: 80,317 shares; 2026Q2: 78,643 shares 78,643 $5.93M 0.71% -1,674 Timeline PIMCO INCOME FUND CLASS P PIMCO INCOME FUND CLASS P More: the full row for PIMCO INCOME FUND CLASS P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 366,785 shares; 2025Q2: 392,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527,140 shares 527,140 $5.72M 0.68% new EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,997 shares; 2024Q4: 98,182 shares; 2025Q1: 80,448 shares; 2025Q2: 79,359 shares; 2025Q3: 80,052 shares; 2025Q4: 78,305 shares; 2026Q1: 79,198 shares; 2026Q2: 79,901 shares 79,901 $5.41M 0.65% +703 Timeline BSCX 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; 2024Q3: 144,267 shares; 2024Q4: 157,999 shares; 2025Q1: 157,998 shares; 2025Q2: 162,946 shares; 2025Q3: 166,988 shares; 2025Q4: 189,223 shares; 2026Q1: 205,032 shares; 2026Q2: 212,131 shares 212,131 $4.45M 0.53% +7,099 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,885 shares; 2024Q4: 23,461 shares; 2025Q1: 28,686 shares; 2025Q2: 29,592 shares; 2025Q3: 33,163 shares; 2025Q4: 58,644 shares; 2026Q1: 34,936 shares; 2026Q2: 42,953 shares 42,953 $4.31M 0.51% +8,017 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: 54,904 shares; 2024Q4: 48,696 shares; 2025Q1: 39,028 shares; 2025Q2: 35,375 shares; 2025Q3: 33,205 shares; 2025Q4: 32,186 shares; 2026Q1: 31,769 shares; 2026Q2: 31,203 shares 31,203 $4.23M 0.5% -566 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,285 shares; 2024Q4: 72,858 shares; 2025Q1: 53,536 shares; 2025Q2: 49,944 shares; 2025Q3: 48,786 shares; 2025Q4: 42,148 shares; 2026Q1: 42,516 shares; 2026Q2: 40,064 shares 40,064 $4.07M 0.49% -2,452 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,672 shares; 2024Q4: 166,033 shares; 2025Q1: 47,168 shares; 2025Q2: 42,521 shares; 2025Q3: 41,817 shares; 2025Q4: 41,502 shares; 2026Q1: 41,502 shares; 2026Q2: 41,501 shares 41,501 $3.8M 0.45% -1 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,750 shares; 2024Q4: 22,998 shares; 2025Q1: 22,824 shares; 2025Q2: 22,790 shares; 2025Q3: 24,000 shares; 2025Q4: 25,585 shares; 2026Q1: 26,718 shares; 2026Q2: 44,561 shares 44,561 $3.76M 0.45% +17,843 Timeline JPST 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: 58,549 shares; 2024Q4: 54,445 shares; 2025Q1: 61,473 shares; 2025Q2: 49,710 shares; 2025Q3: 49,440 shares; 2025Q4: 46,975 shares; 2026Q1: 79,920 shares; 2026Q2: 71,704 shares 71,704 $3.62M 0.43% -8,216 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,862 shares; 2024Q4: 25,862 shares; 2025Q1: 125,862 shares; 2025Q2: 126,732 shares; 2025Q3: 127,854 shares; 2025Q4: 128,879 shares; 2026Q1: 140,217 shares; 2026Q2: 140,901 shares 140,901 $3.15M 0.38% +684 Timeline EDV 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: 9,100 shares; 2025Q1: 26,950 shares; 2025Q2: 28,900 shares; 2025Q3: 29,640 shares; 2025Q4: 30,165 shares; 2026Q1: 30,465 shares; 2026Q2: 48,465 shares 48,465 $2.98M 0.36% +18,000 Timeline VCIT 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: 3,067 shares; 2024Q4: 5,021 shares; 2025Q1: 2,455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,670 shares; 2026Q1: 31,670 shares; 2026Q2: 31,670 shares 31,670 $2.59M 0.31% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,267 shares; 2024Q4: 332,338 shares; 2025Q1: 181,124 shares; 2025Q2: 142,624 shares; 2025Q3: 131,535 shares; 2025Q4: 96,311 shares; 2026Q1: 93,587 shares; 2026Q2: 85,819 shares 85,819 $2.51M 0.3% -7,768 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: 20,298 shares; 2024Q4: 15,917 shares; 2025Q1: 10,661 shares; 2025Q2: 10,073 shares; 2025Q3: 9,949 shares; 2025Q4: 9,696 shares; 2026Q1: 9,431 shares; 2026Q2: 9,484 shares 9,484 $2.16M 0.26% +53 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,260 shares; 2024Q4: 35,304 shares; 2025Q1: 35,174 shares; 2025Q2: 36,543 shares; 2025Q3: 37,061 shares; 2025Q4: 34,057 shares; 2026Q1: 38,849 shares; 2026Q2: 40,286 shares 40,286 $1.88M 0.22% +1,437 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,991 shares; 2024Q4: 23,948 shares; 2025Q1: 23,235 shares; 2025Q2: 24,121 shares; 2025Q3: 24,121 shares; 2025Q4: 24,121 shares; 2026Q1: 24,121 shares; 2026Q2: 24,121 shares 24,121 $1.85M 0.22% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,703 shares; 2024Q4: 40,193 shares; 2025Q1: 40,017 shares; 2025Q2: 41,620 shares; 2025Q3: 42,192 shares; 2025Q4: 43,104 shares; 2026Q1: 49,538 shares; 2026Q2: 45,201 shares 45,201 $1.82M 0.22% -4,337 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,505 shares; 2024Q4: 89,383 shares; 2025Q1: 68,473 shares; 2025Q2: 39,992 shares; 2025Q3: 39,345 shares; 2025Q4: 27,962 shares; 2026Q1: 27,677 shares; 2026Q2: 25,951 shares 25,951 $1.8M 0.21% -1,726 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,651 shares; 2024Q4: 20,569 shares; 2025Q1: 20,569 shares; 2025Q2: 18,682 shares; 2025Q3: 18,682 shares; 2025Q4: 18,682 shares; 2026Q1: 18,682 shares; 2026Q2: 18,682 shares 18,682 $1.77M 0.21% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,791 shares; 2024Q4: 20,791 shares; 2025Q1: 20,791 shares; 2025Q2: 20,617 shares; 2025Q3: 20,617 shares; 2025Q4: 20,617 shares; 2026Q1: 20,617 shares; 2026Q2: 20,617 shares 20,617 $1.7M 0.2% 0 Timeline RWJ 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: 27,170 shares; 2024Q4: 26,680 shares; 2025Q1: 26,680 shares; 2025Q2: 26,680 shares; 2025Q3: 26,680 shares; 2025Q4: 26,680 shares; 2026Q1: 26,680 shares; 2026Q2: 26,680 shares 26,680 $1.61M 0.19% 0 Timeline DWAS 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: 13,149 shares; 2024Q4: 13,149 shares; 2025Q1: 13,149 shares; 2025Q2: 13,149 shares; 2025Q3: 13,149 shares; 2025Q4: 13,149 shares; 2026Q1: 13,149 shares; 2026Q2: 13,149 shares 13,149 $1.52M 0.18% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,789 shares; 2024Q4: 58,006 shares; 2025Q1: 41,725 shares; 2025Q2: 35,796 shares; 2025Q3: 33,031 shares; 2025Q4: 31,774 shares; 2026Q1: 31,026 shares; 2026Q2: 29,290 shares 29,290 $1.49M 0.18% -1,736 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: 5,006 shares; 2024Q4: 4,811 shares; 2025Q1: 2,219 shares; 2025Q2: 2,104 shares; 2025Q3: 2,044 shares; 2025Q4: 1,949 shares; 2026Q1: 1,992 shares; 2026Q2: 1,939 shares 1,939 $1.44M 0.17% -53 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,055 shares; 2024Q4: 127,581 shares; 2025Q1: 61,747 shares; 2025Q2: 130,453 shares; 2025Q3: 57,285 shares; 2025Q4: 71,447 shares; 2026Q1: 13,191 shares; 2026Q2: 8,646 shares 8,646 $1.33M 0.16% -4,545 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: 16,966 shares; 2024Q4: 12,349 shares; 2025Q1: 5,573 shares; 2025Q2: 3,420 shares; 2025Q3: 3,919 shares; 2025Q4: 3,739 shares; 2026Q1: 3,739 shares; 2026Q2: 3,963 shares 3,963 $1.29M 0.15% +224 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,964 shares; 2024Q4: 12,758 shares; 2025Q1: 9,537 shares; 2025Q2: 9,350 shares; 2025Q3: 8,995 shares; 2025Q4: 8,139 shares; 2026Q1: 8,127 shares; 2026Q2: 7,811 shares 7,811 $1.27M 0.15% -316 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,161 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $1.12M 0.13% 0 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES 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: 15,080 shares; 2026Q2: 15,080 shares 15,080 $830K 0.1% 0 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: 11,925 shares; 2024Q4: 11,925 shares; 2025Q1: 11,925 shares; 2025Q2: 11,925 shares; 2025Q3: 11,926 shares; 2025Q4: 11,302 shares; 2026Q1: 11,301 shares; 2026Q2: 11,301 shares 11,301 $809K 0.1% 0 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 4,044 shares; 2025Q2: 3,641 shares; 2025Q3: 3,465 shares; 2025Q4: 3,645 shares; 2026Q1: 3,555 shares; 2026Q2: 2,156 shares 2,156 $792K 0.09% -1,399 Timeline LDUR 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: 5,267 shares; 2024Q4: 3,517 shares; 2025Q1: 2,557 shares; 2025Q2: 2,484 shares; 2025Q3: 2,486 shares; 2025Q4: 2,448 shares; 2026Q1: 4,448 shares; 2026Q2: 8,118 shares 8,118 $774K 0.09% +3,670 Timeline BSCR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,500 shares; 2026Q2: 37,500 shares 37,500 $734K 0.09% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 9,056 shares; 2025Q3: 9,056 shares; 2025Q4: 8,841 shares; 2026Q1: 8,841 shares; 2026Q2: 8,841 shares 8,841 $718K 0.09% 0 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: 1,642 shares; 2024Q4: 1,171 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 970 shares 970 $675K 0.08% -5 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: 3,861 shares; 2024Q4: 3,599 shares; 2025Q1: 2,131 shares; 2025Q2: 2,067 shares; 2025Q3: 2,754 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares; 2026Q2: 2,669 shares 2,669 $667K 0.08% +60 Timeline JPSE 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: 11,034 shares; 2024Q4: 11,034 shares; 2025Q1: 11,034 shares; 2025Q2: 11,034 shares; 2025Q3: 11,034 shares; 2025Q4: 11,034 shares; 2026Q1: 11,034 shares; 2026Q2: 11,034 shares 11,034 $655K 0.08% 0 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: 36,643 shares; 2024Q4: 18,590 shares; 2025Q1: 7,892 shares; 2025Q2: 7,291 shares; 2025Q3: 7,101 shares; 2025Q4: 6,871 shares; 2026Q1: 6,831 shares; 2026Q2: 6,781 shares 6,781 $654K 0.08% -50 Timeline JUST 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: 10,679 shares; 2024Q4: 8,579 shares; 2025Q1: 7,409 shares; 2025Q2: 7,028 shares; 2025Q3: 6,657 shares; 2025Q4: 6,229 shares; 2026Q1: 6,189 shares; 2026Q2: 6,015 shares 6,015 $638K 0.08% -174 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: 3,117 shares; 2024Q4: 2,957 shares; 2025Q1: 2,851 shares; 2025Q2: 2,200 shares; 2025Q3: 2,199 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 7,932 shares 7,932 $634K 0.08% +5,883 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,220 shares 1,220 $632K 0.08% 0 Timeline JPME 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: 5,505 shares; 2024Q4: 5,505 shares; 2025Q1: 5,329 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 4,896 shares; 2026Q1: 4,896 shares; 2026Q2: 4,896 shares 4,896 $609K 0.07% 0 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 8,297 shares; 2025Q1: 8,297 shares; 2025Q2: 8,297 shares; 2025Q3: 8,297 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares; 2026Q2: 8,297 shares 8,297 $587K 0.07% 0 Timeline VONV 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: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $563K 0.07% 0 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: 4,949 shares; 2024Q4: 7,093 shares; 2025Q1: 5,413 shares; 2025Q2: 4,671 shares; 2025Q3: 4,671 shares; 2025Q4: 4,669 shares; 2026Q1: 3,806 shares; 2026Q2: 3,823 shares 3,823 $543K 0.06% +17 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,100 shares; 2024Q4: 6,060 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $524K 0.06% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 4,363 shares; 2025Q1: 4,237 shares; 2025Q2: 4,353 shares; 2025Q3: 4,353 shares; 2025Q4: 4,353 shares; 2026Q1: 4,353 shares; 2026Q2: 4,544 shares 4,544 $523K 0.06% +191 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,921 shares; 2024Q4: 6,181 shares; 2025Q1: 4,048 shares; 2025Q2: 4,029 shares; 2025Q3: 4,058 shares; 2025Q4: 3,978 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $518K 0.06% 0 Timeline VBR 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: 1,706 shares; 2024Q4: 2,407 shares; 2025Q1: 2,162 shares; 2025Q2: 2,099 shares; 2025Q3: 2,102 shares; 2025Q4: 2,109 shares; 2026Q1: 2,113 shares; 2026Q2: 2,116 shares 2,116 $512K 0.06% +3 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 17,500 shares; 2026Q2: 18,500 shares 18,500 $509K 0.06% +1,000 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 3,085 shares; 2025Q1: 1,941 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $508K 0.06% 0 Timeline VSGX 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: 11,750 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $501K 0.06% 0 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND 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: 24,195 shares; 2026Q2: 39,353 shares 39,353 $496K 0.06% +15,158 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN 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: 31,220 shares; 2026Q2: 48,686 shares 48,686 $472K 0.06% +17,466 Timeline KNG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,423 shares; 2026Q2: 9,173 shares 9,173 $465K 0.06% +2,750 Timeline WEEI ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 11,928 shares; 2026Q2: 19,188 shares 19,188 $454K 0.05% +7,260 Timeline KLAC KLA CORP More: the full row for KLA CORP 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: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 1,870 shares 1,870 $388K 0.05% +1,683 Timeline ACLO TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,350 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares; 2025Q4: 7,680 shares; 2026Q1: 7,680 shares; 2026Q2: 7,680 shares 7,680 $387K 0.05% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X 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: 23,901 shares; 2026Q2: 23,901 shares 23,901 $382K 0.05% 0 Timeline IBTH 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: 17,000 shares; 2026Q2: 17,000 shares 17,000 $380K 0.05% 0 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; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $361K 0.04% 0 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; 2024Q3: 40,654 shares; 2024Q4: 33,987 shares; 2025Q1: 14,414 shares; 2025Q2: 7,576 shares; 2025Q3: 7,382 shares; 2025Q4: 7,434 shares; 2026Q1: 7,399 shares; 2026Q2: 6,224 shares 6,224 $361K 0.04% -1,175 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $355K 0.04% 0 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: 10,783 shares; 2024Q4: 10,616 shares; 2025Q1: 9,049 shares; 2025Q2: 4,284 shares; 2025Q3: 4,023 shares; 2025Q4: 3,723 shares; 2026Q1: 3,723 shares; 2026Q2: 3,723 shares 3,723 $348K 0.04% 0 Timeline SPDW 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; 2024Q3: 11,983 shares; 2024Q4: 8,293 shares; 2025Q1: 6,999 shares; 2025Q2: 5,278 shares; 2025Q3: 5,278 shares; 2025Q4: 5,297 shares; 2026Q1: 6,055 shares; 2026Q2: 7,055 shares 7,055 $346K 0.04% +1,000 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,194 shares; 2024Q4: 14,313 shares; 2025Q1: 12,947 shares; 2025Q2: 12,810 shares; 2025Q3: 12,852 shares; 2025Q4: 12,602 shares; 2026Q1: 12,572 shares; 2026Q2: 13,104 shares 13,104 $326K 0.04% +532 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,403 shares; 2024Q4: 13,630 shares; 2025Q1: 3,473 shares; 2025Q2: 2,149 shares; 2025Q3: 2,149 shares; 2025Q4: 2,149 shares; 2026Q1: 2,149 shares; 2026Q2: 2,096 shares 2,096 $324K 0.04% -53 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: 6,549 shares; 2024Q4: 4,579 shares; 2025Q1: 2,400 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 804 shares 804 $323K 0.04% +18 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: 2,290 shares; 2024Q4: 2,237 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,881 shares; 2026Q1: 1,871 shares; 2026Q2: 1,861 shares 1,861 $303K 0.04% -10 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 547 shares 547 $288K 0.03% new Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,679 shares; 2024Q4: 13,586 shares; 2025Q1: 11,575 shares; 2025Q2: 11,515 shares; 2025Q3: 11,512 shares; 2025Q4: 11,152 shares; 2026Q1: 11,127 shares; 2026Q2: 11,770 shares 11,770 $281K 0.03% +643 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,194 shares; 2024Q4: 13,514 shares; 2025Q1: 11,235 shares; 2025Q2: 12,254 shares; 2025Q3: 12,295 shares; 2025Q4: 11,878 shares; 2026Q1: 11,818 shares; 2026Q2: 12,135 shares 12,135 $277K 0.03% +317 Timeline NYM 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: 10,965 shares 10,965 $274K 0.03% new 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: 6,000 shares; 2024Q4: 9,549 shares; 2025Q1: 9,616 shares; 2025Q2: 8,068 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares; 2026Q1: 8,067 shares; 2026Q2: 8,067 shares 8,067 $273K 0.03% 0 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: not reported; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 510 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 512 shares; 2026Q2: 3,074 shares 3,074 $262K 0.03% +2,562 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: 4,488 shares; 2024Q4: 3,715 shares; 2025Q1: 2,186 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares 1,051 $262K 0.03% 0 Timeline XMMO 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: not reported; 2024Q4: 1,660 shares; 2025Q1: not reported; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $259K 0.03% 0 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 5,073 shares; 2026Q2: 5,073 shares 5,073 $259K 0.03% 0 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: 3,767 shares; 2024Q4: 1,321 shares; 2025Q1: 1,264 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $257K 0.03% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,306 shares; 2024Q4: 4,856 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,850 shares; 2025Q4: 4,615 shares; 2026Q1: 4,532 shares; 2026Q2: 4,493 shares 4,493 $241K 0.03% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,504 shares; 2025Q3: 5,504 shares; 2025Q4: 5,504 shares; 2026Q1: 5,504 shares; 2026Q2: 5,504 shares 5,504 $239K 0.03% 0 Timeline VONG 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: not reported; 2024Q4: 2,213 shares; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $233K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $231K 0.03% 0 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 4,577 shares 4,577 $218K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $214K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,647 shares; 2025Q3: 9,647 shares; 2025Q4: 9,647 shares; 2026Q1: 9,507 shares; 2026Q2: 9,507 shares 9,507 $209K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 5,733 shares; 2025Q4: 5,733 shares; 2026Q1: 5,843 shares; 2026Q2: 4,085 shares 4,085 $208K 0.02% -1,758 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,729 shares 1,729 $207K 0.02% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,202 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares 823 $205K 0.02% new Timeline PSP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,533 shares 3,533 $203K 0.02% new Timeline COLUMBIA DISCIPLINED CORE A COLUMBIA DISCIPLINED CORE A More: the full row for COLUMBIA DISCIPLINED CORE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,201 shares 12,201 $195K 0.02% new FRANKLIN NY TAX FREE FRANKLIN NY TAX FREE More: the full row for FRANKLIN NY TAX FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,900 shares; 2025Q2: 25,018 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,631 shares 18,631 $186K 0.02% new FRANKLIN N Y TAX FREE FRANKLIN N Y TAX FREE More: the full row for FRANKLIN N Y TAX FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,589 shares; 2025Q2: 10,589 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,589 shares 10,589 $116K 0.01% new