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: 170,719 shares; 2024Q4: 169,260 shares; 2025Q1: 176,066 shares; 2025Q2: 170,484 shares; 2025Q3: 174,080 shares; 2025Q4: 170,730 shares; 2026Q1: 176,528 shares; 2026Q2: 198,077 shares 198,077 $17.4M 8.04% +21,549 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: 81,667 shares; 2024Q4: 96,912 shares; 2025Q1: 100,824 shares; 2025Q2: 97,352 shares; 2025Q3: 93,901 shares; 2025Q4: 97,571 shares; 2026Q1: 104,901 shares; 2026Q2: 96,159 shares 96,159 $15.8M 7.3% -8,742 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,280 shares; 2024Q4: 132,979 shares; 2025Q1: 137,839 shares; 2025Q2: 130,552 shares; 2025Q3: 144,511 shares; 2025Q4: 154,196 shares; 2026Q1: 168,765 shares; 2026Q2: 149,852 shares 149,852 $10.5M 4.84% -18,913 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: 17,500 shares; 2024Q4: 17,434 shares; 2025Q1: 17,364 shares; 2025Q2: 17,356 shares; 2025Q3: 18,510 shares; 2025Q4: 18,511 shares; 2026Q1: 19,016 shares; 2026Q2: 77,021 shares 77,021 $9.56M 4.42% +58,005 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,399 shares; 2024Q4: 88,756 shares; 2025Q1: 94,171 shares; 2025Q2: 88,115 shares; 2025Q3: 87,923 shares; 2025Q4: 95,475 shares; 2026Q1: 99,681 shares; 2026Q2: 93,948 shares 93,948 $8.36M 3.86% -5,733 Timeline VGIT 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: 80,774 shares; 2024Q4: 95,711 shares; 2025Q1: 104,519 shares; 2025Q2: 99,846 shares; 2025Q3: 107,138 shares; 2025Q4: 111,392 shares; 2026Q1: 112,366 shares; 2026Q2: 111,489 shares 111,489 $6.58M 3.04% -877 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: 60,991 shares; 2024Q4: 69,098 shares; 2025Q1: 73,607 shares; 2025Q2: 70,244 shares; 2025Q3: 74,844 shares; 2025Q4: 84,512 shares; 2026Q1: 82,755 shares; 2026Q2: 77,032 shares 77,032 $6.38M 2.95% -5,723 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,761 shares; 2024Q4: 43,538 shares; 2025Q1: 61,445 shares; 2025Q2: 67,682 shares; 2025Q3: 73,150 shares; 2025Q4: 71,635 shares; 2026Q1: 70,334 shares; 2026Q2: 75,743 shares 75,743 $5.85M 2.7% +5,409 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,066 shares; 2024Q4: 100,287 shares; 2025Q1: 105,791 shares; 2025Q2: 100,535 shares; 2025Q3: 105,849 shares; 2025Q4: 112,019 shares; 2026Q1: 119,763 shares; 2026Q2: 107,933 shares 107,933 $5.83M 2.69% -11,830 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: 25,123 shares; 2024Q4: 24,949 shares; 2025Q1: 25,678 shares; 2025Q2: 26,210 shares; 2025Q3: 26,200 shares; 2025Q4: 26,208 shares; 2026Q1: 25,103 shares; 2026Q2: 23,756 shares 23,756 $5.21M 2.41% -1,347 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,485 shares; 2024Q4: 18,741 shares; 2025Q1: 22,861 shares; 2025Q2: 23,446 shares; 2025Q3: 24,899 shares; 2025Q4: 28,330 shares; 2026Q1: 29,161 shares; 2026Q2: 31,583 shares 31,583 $4.99M 2.31% +2,422 Timeline BSV 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: 45,600 shares; 2024Q4: 53,013 shares; 2025Q1: 58,284 shares; 2025Q2: 59,401 shares; 2025Q3: 62,839 shares; 2025Q4: 66,210 shares; 2026Q1: 62,514 shares; 2026Q2: 61,378 shares 61,378 $4.78M 2.21% -1,136 Timeline JPIE 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: 44,561 shares; 2024Q4: 49,364 shares; 2025Q1: 57,771 shares; 2025Q2: 62,210 shares; 2025Q3: 68,638 shares; 2025Q4: 76,627 shares; 2026Q1: 84,812 shares; 2026Q2: 93,154 shares 93,154 $4.29M 1.98% +8,342 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,298 shares; 2024Q4: 12,031 shares; 2025Q1: 11,795 shares; 2025Q2: 13,599 shares; 2025Q3: 14,996 shares; 2025Q4: 28,266 shares; 2026Q1: 37,850 shares; 2026Q2: 49,818 shares 49,818 $3.86M 1.79% +11,968 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,744 shares; 2024Q4: 39,416 shares; 2025Q1: 42,173 shares; 2025Q2: 42,710 shares; 2025Q3: 44,038 shares; 2025Q4: 51,078 shares; 2026Q1: 53,560 shares; 2026Q2: 55,004 shares 55,004 $3.74M 1.73% +1,444 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: 20,420 shares; 2024Q4: 22,615 shares; 2025Q1: 22,788 shares; 2025Q2: 23,729 shares; 2025Q3: 24,374 shares; 2025Q4: 22,487 shares; 2026Q1: 24,435 shares; 2026Q2: 26,494 shares 26,494 $3.64M 1.68% +2,059 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: 10,034 shares; 2024Q4: 9,428 shares; 2025Q1: 6,502 shares; 2025Q2: 6,275 shares; 2025Q3: 6,578 shares; 2025Q4: 7,996 shares; 2026Q1: 7,992 shares; 2026Q2: 9,215 shares 9,215 $3.41M 1.58% +1,223 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: 17,335 shares; 2024Q4: 12,529 shares; 2025Q1: 11,881 shares; 2025Q2: 12,966 shares; 2025Q3: 12,770 shares; 2025Q4: 12,263 shares; 2026Q1: 12,015 shares; 2026Q2: 11,648 shares 11,648 $3.37M 1.56% -367 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: 4,206 shares; 2024Q4: 4,159 shares; 2025Q1: 4,026 shares; 2025Q2: 4,066 shares; 2025Q3: 4,046 shares; 2025Q4: 4,440 shares; 2026Q1: 4,449 shares; 2026Q2: 4,454 shares 4,454 $3.33M 1.54% +5 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,306 shares; 2024Q4: 51,471 shares; 2025Q1: 54,672 shares; 2025Q2: 52,771 shares; 2025Q3: 55,758 shares; 2025Q4: 60,010 shares; 2026Q1: 58,810 shares; 2026Q2: 57,326 shares 57,326 $2.88M 1.33% -1,484 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,674 shares; 2024Q4: 43,158 shares; 2025Q1: 44,173 shares; 2025Q2: 41,429 shares; 2025Q3: 41,351 shares; 2025Q4: 41,783 shares; 2026Q1: 37,923 shares; 2026Q2: 34,862 shares 34,862 $2.67M 1.23% -3,061 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,363 shares; 2024Q4: 51,805 shares; 2025Q1: 50,310 shares; 2025Q2: 50,946 shares; 2025Q3: 52,141 shares; 2025Q4: 52,567 shares; 2026Q1: 53,820 shares; 2026Q2: 53,485 shares 53,485 $2.65M 1.22% -335 Timeline RSP 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: 6,917 shares; 2024Q4: 8,835 shares; 2025Q1: 9,750 shares; 2025Q2: 9,885 shares; 2025Q3: 10,072 shares; 2025Q4: 11,537 shares; 2026Q1: 12,078 shares; 2026Q2: 12,291 shares 12,291 $2.62M 1.21% +213 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: 30,757 shares; 2024Q4: 34,992 shares; 2025Q1: 35,382 shares; 2025Q2: 35,924 shares; 2025Q3: 36,508 shares; 2025Q4: 38,796 shares; 2026Q1: 38,904 shares; 2026Q2: 32,009 shares 32,009 $2.43M 1.12% -6,895 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: 3,782 shares; 2024Q4: 4,155 shares; 2025Q1: 5,017 shares; 2025Q2: 6,061 shares; 2025Q3: 6,273 shares; 2025Q4: 7,675 shares; 2026Q1: 9,827 shares; 2026Q2: 9,716 shares 9,716 $2.21M 1.02% -111 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,780 shares; 2024Q4: 8,665 shares; 2025Q1: 9,432 shares; 2025Q2: 9,244 shares; 2025Q3: 9,215 shares; 2025Q4: 9,321 shares; 2026Q1: 8,998 shares; 2026Q2: 9,482 shares 9,482 $1.89M 0.88% +484 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 25,795 shares; 2026Q1: 32,369 shares; 2026Q2: 35,105 shares 35,105 $1.85M 0.86% +2,736 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: 12,438 shares; 2024Q4: 12,196 shares; 2025Q1: 11,957 shares; 2025Q2: 11,821 shares; 2025Q3: 11,965 shares; 2025Q4: 11,958 shares; 2026Q1: 11,779 shares; 2026Q2: 11,560 shares 11,560 $1.71M 0.79% -219 Timeline PRF 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: 37,642 shares; 2024Q4: 38,113 shares; 2025Q1: 29,255 shares; 2025Q2: 25,346 shares; 2025Q3: 25,612 shares; 2025Q4: 26,836 shares; 2026Q1: 30,169 shares; 2026Q2: 31,194 shares 31,194 $1.69M 0.78% +1,025 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,185 shares; 2024Q4: 35,641 shares; 2025Q1: 37,942 shares; 2025Q2: 36,857 shares; 2025Q3: 34,280 shares; 2025Q4: 26,608 shares; 2026Q1: 27,233 shares; 2026Q2: 35,775 shares 35,775 $1.65M 0.76% +8,542 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,770 shares; 2024Q4: 10,664 shares; 2025Q1: 10,664 shares; 2025Q2: 10,664 shares; 2025Q3: 10,664 shares; 2025Q4: 10,664 shares; 2026Q1: 10,664 shares; 2026Q2: 10,664 shares 10,664 $1.56M 0.72% 0 Timeline FNDF 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: 31,700 shares; 2024Q4: 31,478 shares; 2025Q1: 25,938 shares; 2025Q2: 27,032 shares; 2025Q3: 27,032 shares; 2025Q4: 27,866 shares; 2026Q1: 27,296 shares; 2026Q2: 29,036 shares 29,036 $1.53M 0.71% +1,740 Timeline XLG 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: 9,242 shares; 2025Q3: 14,881 shares; 2025Q4: 35,510 shares; 2026Q1: 24,504 shares; 2026Q2: 24,815 shares 24,815 $1.52M 0.7% +311 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 11,654 shares; 2025Q1: 12,793 shares; 2025Q2: 13,362 shares; 2025Q3: 14,021 shares; 2025Q4: 15,069 shares; 2026Q1: 14,798 shares; 2026Q2: 16,775 shares 16,775 $1.52M 0.7% +1,977 Timeline XTEN 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: 11,136 shares; 2025Q3: 16,088 shares; 2025Q4: 28,782 shares; 2026Q1: 33,171 shares; 2026Q2: 33,240 shares 33,240 $1.52M 0.7% +69 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: 3,890 shares; 2024Q4: 3,831 shares; 2025Q1: 3,744 shares; 2025Q2: 3,726 shares; 2025Q3: 3,703 shares; 2025Q4: 3,681 shares; 2026Q1: 3,653 shares; 2026Q2: 17,748 shares 17,748 $1.43M 0.66% +14,095 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,441 shares; 2025Q1: 35,551 shares; 2025Q2: 38,059 shares; 2025Q3: 40,335 shares; 2025Q4: 45,343 shares; 2026Q1: 46,303 shares; 2026Q2: 50,876 shares 50,876 $1.41M 0.65% +4,573 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; 2024Q3: 32,471 shares; 2024Q4: 31,103 shares; 2025Q1: 31,103 shares; 2025Q2: 31,103 shares; 2025Q3: 31,130 shares; 2025Q4: 31,152 shares; 2026Q1: 31,207 shares; 2026Q2: 31,261 shares 31,261 $1.39M 0.64% +54 Timeline SPMO 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: not reported; 2024Q4: 3,972 shares; 2025Q1: 5,086 shares; 2025Q2: 5,929 shares; 2025Q3: 6,276 shares; 2025Q4: 6,849 shares; 2026Q1: 8,454 shares; 2026Q2: 8,186 shares 8,186 $1.32M 0.61% -268 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,841 shares; 2024Q4: 23,427 shares; 2025Q1: 25,027 shares; 2025Q2: 25,227 shares; 2025Q3: 25,603 shares; 2025Q4: 25,179 shares; 2026Q1: 25,458 shares; 2026Q2: 22,056 shares 22,056 $1.25M 0.58% -3,402 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,759 shares; 2025Q2: 3,960 shares; 2025Q3: 4,331 shares; 2025Q4: 6,644 shares; 2026Q1: 6,905 shares; 2026Q2: 7,625 shares 7,625 $1.21M 0.56% +720 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; 2024Q3: 22,437 shares; 2024Q4: 67,892 shares; 2025Q1: 62,979 shares; 2025Q2: 63,487 shares; 2025Q3: 59,326 shares; 2025Q4: 43,332 shares; 2026Q1: 38,987 shares; 2026Q2: 37,040 shares 37,040 $1.17M 0.54% -1,947 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: 4,324 shares; 2024Q4: 3,499 shares; 2025Q1: 3,529 shares; 2025Q2: 3,511 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 3,381 shares; 2026Q2: 3,321 shares 3,321 $1.17M 0.54% -60 Timeline PRFZ 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: 22,028 shares; 2024Q4: 21,880 shares; 2025Q1: 21,886 shares; 2025Q2: 20,748 shares; 2025Q3: 20,890 shares; 2025Q4: 20,051 shares; 2026Q1: 20,862 shares; 2026Q2: 20,731 shares 20,731 $1.16M 0.53% -131 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: 5,516 shares; 2024Q4: 3,417 shares; 2025Q1: 3,305 shares; 2025Q2: 3,306 shares; 2025Q3: 3,129 shares; 2025Q4: 3,031 shares; 2026Q1: 3,023 shares; 2026Q2: 2,942 shares 2,942 $1.1M 0.51% -81 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,786 shares; 2026Q1: 9,250 shares; 2026Q2: 11,197 shares 11,197 $1.08M 0.5% +1,947 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,282 shares; 2024Q4: 32,643 shares; 2025Q1: 34,381 shares; 2025Q2: 33,947 shares; 2025Q3: 34,655 shares; 2025Q4: 36,910 shares; 2026Q1: 41,680 shares; 2026Q2: 44,553 shares 44,553 $1.03M 0.48% +2,873 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 6,903 shares; 2025Q4: 22,714 shares; 2026Q1: 25,076 shares; 2026Q2: 22,997 shares 22,997 $991K 0.46% -2,079 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: 1,959 shares; 2024Q4: 1,934 shares; 2025Q1: 1,547 shares; 2025Q2: 1,465 shares; 2025Q3: 1,463 shares; 2025Q4: 1,427 shares; 2026Q1: 1,275 shares; 2026Q2: 1,318 shares 1,318 $987K 0.46% +43 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,103 shares; 2024Q4: 8,892 shares; 2025Q1: 9,296 shares; 2025Q2: 9,279 shares; 2025Q3: 9,976 shares; 2025Q4: 10,419 shares; 2026Q1: 10,508 shares; 2026Q2: 10,475 shares 10,475 $978K 0.45% -33 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: 12,834 shares; 2024Q4: 12,967 shares; 2025Q1: 12,954 shares; 2025Q2: 12,748 shares; 2025Q3: 12,910 shares; 2025Q4: 12,949 shares; 2026Q1: 12,267 shares; 2026Q2: 12,264 shares 12,264 $946K 0.44% -3 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: 19,779 shares; 2024Q4: 18,217 shares; 2025Q1: 18,646 shares; 2025Q2: 19,302 shares; 2025Q3: 18,747 shares; 2025Q4: 16,535 shares; 2026Q1: 16,235 shares; 2026Q2: 16,235 shares 16,235 $917K 0.42% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,957 shares; 2024Q4: 2,833 shares; 2025Q1: 2,573 shares; 2025Q2: 2,801 shares; 2025Q3: 2,788 shares; 2025Q4: 2,638 shares; 2026Q1: 2,641 shares; 2026Q2: 2,638 shares 2,638 $904K 0.42% -3 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; 2024Q3: 14,919 shares; 2024Q4: 29,811 shares; 2025Q1: 28,832 shares; 2025Q2: 29,788 shares; 2025Q3: 30,393 shares; 2025Q4: 31,681 shares; 2026Q1: 31,991 shares; 2026Q2: 34,046 shares 34,046 $902K 0.42% +2,055 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: 3,417 shares; 2024Q4: 3,176 shares; 2025Q1: 2,822 shares; 2025Q2: 3,116 shares; 2025Q3: 3,717 shares; 2025Q4: 3,762 shares; 2026Q1: 3,777 shares; 2026Q2: 3,782 shares 3,782 $895K 0.41% +5 Timeline VEU 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: 11,629 shares; 2024Q4: 12,282 shares; 2025Q1: 11,032 shares; 2025Q2: 10,760 shares; 2025Q3: 10,622 shares; 2025Q4: 10,648 shares; 2026Q1: 10,654 shares; 2026Q2: 10,572 shares 10,572 $885K 0.41% -82 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: 1,729 shares; 2024Q4: 1,719 shares; 2025Q1: 1,694 shares; 2025Q2: 1,674 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,657 shares; 2026Q2: 1,657 shares 1,657 $866K 0.4% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,736 shares; 2024Q4: 16,999 shares; 2025Q1: 17,682 shares; 2025Q2: 14,524 shares; 2025Q3: 12,912 shares; 2025Q4: 8,078 shares; 2026Q1: 6,651 shares; 2026Q2: 6,698 shares 6,698 $833K 0.39% +47 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,029 shares; 2025Q1: 1,913 shares; 2025Q2: 1,936 shares; 2025Q3: 1,949 shares; 2025Q4: 1,946 shares; 2026Q1: 1,949 shares; 2026Q2: 1,949 shares 1,949 $820K 0.38% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,802 shares; 2024Q4: 11,496 shares; 2025Q1: 5,453 shares; 2025Q2: 5,798 shares; 2025Q3: 8,113 shares; 2025Q4: 11,560 shares; 2026Q1: 15,170 shares; 2026Q2: 16,166 shares 16,166 $818K 0.38% +996 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: 6,806 shares; 2024Q4: 6,426 shares; 2025Q1: 6,049 shares; 2025Q2: 5,970 shares; 2025Q3: 5,445 shares; 2025Q4: 5,360 shares; 2026Q1: 5,183 shares; 2026Q2: 4,948 shares 4,948 $810K 0.37% -235 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: 37,454 shares; 2024Q4: 46,952 shares; 2025Q1: 29,017 shares; 2025Q2: 33,434 shares; 2025Q3: 36,250 shares; 2025Q4: 33,957 shares; 2026Q1: 34,277 shares; 2026Q2: 19,400 shares 19,400 $797K 0.37% -14,877 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 19,631 shares; 2026Q2: 21,611 shares 21,611 $791K 0.37% +1,980 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,187 shares; 2025Q3: 26,050 shares; 2025Q4: 26,553 shares; 2026Q1: 27,407 shares; 2026Q2: 29,040 shares 29,040 $760K 0.35% +1,633 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,629 shares; 2026Q2: 9,909 shares 9,909 $754K 0.35% +1,280 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,885 shares; 2025Q1: 1,833 shares; 2025Q2: 1,899 shares; 2025Q3: 1,952 shares; 2025Q4: 1,938 shares; 2026Q1: 1,938 shares; 2026Q2: 2,568 shares 2,568 $733K 0.34% +630 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,532 shares; 2024Q4: 12,422 shares; 2025Q1: 12,749 shares; 2025Q2: 12,813 shares; 2025Q3: 13,276 shares; 2025Q4: 13,860 shares; 2026Q1: 14,054 shares; 2026Q2: 14,466 shares 14,466 $711K 0.33% +412 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: 5,312 shares; 2024Q4: 5,032 shares; 2025Q1: 5,032 shares; 2025Q2: 4,732 shares; 2025Q3: 4,731 shares; 2025Q4: 9,155 shares; 2026Q1: 9,164 shares; 2026Q2: 9,456 shares 9,456 $674K 0.31% +292 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 6,368 shares; 2025Q1: 6,532 shares; 2025Q2: 6,574 shares; 2025Q3: 5,988 shares; 2025Q4: 2,876 shares; 2026Q1: 2,581 shares; 2026Q2: 2,610 shares 2,610 $658K 0.3% +29 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 840 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $615K 0.28% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,372 shares; 2024Q4: 7,124 shares; 2025Q1: 7,087 shares; 2025Q2: 7,087 shares; 2025Q3: 7,070 shares; 2025Q4: 7,070 shares; 2026Q1: 7,070 shares; 2026Q2: 6,890 shares 6,890 $605K 0.28% -180 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,565 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,444 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares; 2026Q2: 2,390 shares 2,390 $602K 0.28% +6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,803 shares; 2024Q4: 5,702 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares 5,092 $599K 0.28% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 5,331 shares; 2025Q3: 6,408 shares; 2025Q4: 9,000 shares; 2026Q1: 7,350 shares; 2026Q2: 7,507 shares 7,507 $596K 0.28% +157 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS 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: 3,349 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares; 2026Q2: 3,349 shares 3,349 $591K 0.27% 0 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: 5,093 shares; 2024Q4: 5,513 shares; 2025Q1: 5,788 shares; 2025Q2: 4,812 shares; 2025Q3: 4,925 shares; 2025Q4: 5,290 shares; 2026Q1: 5,669 shares; 2026Q2: 5,941 shares 5,941 $562K 0.26% +272 Timeline SHLD 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: 5,359 shares; 2026Q1: 8,115 shares; 2026Q2: 9,353 shares 9,353 $558K 0.26% +1,238 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 2,733 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,500 shares 2,500 $546K 0.25% -200 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: 2,051 shares; 2024Q4: 1,925 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,707 shares; 2026Q1: 1,701 shares; 2026Q2: 1,901 shares 1,901 $535K 0.25% +200 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: 11,239 shares; 2024Q4: 2,259 shares; 2025Q1: 2,100 shares; 2025Q2: 3,392 shares; 2025Q3: 3,169 shares; 2025Q4: 3,079 shares; 2026Q1: 2,584 shares; 2026Q2: 2,647 shares 2,647 $530K 0.24% +63 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: 3,135 shares; 2024Q4: 2,923 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,084 shares; 2025Q4: 1,934 shares; 2026Q1: 1,934 shares; 2026Q2: 2,084 shares 2,084 $529K 0.24% +150 Timeline INDA 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: 12,242 shares; 2026Q1: 10,389 shares; 2026Q2: 10,626 shares 10,626 $525K 0.24% +237 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,645 shares; 2026Q2: 9,732 shares 9,732 $490K 0.23% +2,087 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: 22,200 shares; 2024Q4: 21,400 shares; 2025Q1: 16,000 shares; 2025Q2: 14,400 shares; 2025Q3: 12,700 shares; 2025Q4: 12,380 shares; 2026Q1: 11,200 shares; 2026Q2: 9,700 shares 9,700 $490K 0.23% -1,500 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,914 shares; 2024Q4: 4,852 shares; 2025Q1: 4,667 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,615 shares; 2026Q1: 4,615 shares; 2026Q2: 4,625 shares 4,625 $480K 0.22% +10 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM 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: 31,018 shares; 2026Q1: 34,540 shares; 2026Q2: 33,540 shares 33,540 $480K 0.22% -1,000 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: 4,486 shares; 2024Q4: 4,477 shares; 2025Q1: 4,398 shares; 2025Q2: 4,328 shares; 2025Q3: 3,866 shares; 2025Q4: 4,055 shares; 2026Q1: 4,156 shares; 2026Q2: 4,137 shares 4,137 $467K 0.22% -19 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: 975 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $440K 0.2% 0 Timeline BUG 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: 9,603 shares; 2025Q3: 10,068 shares; 2025Q4: 12,305 shares; 2026Q1: 12,780 shares; 2026Q2: 11,456 shares 11,456 $438K 0.2% -1,324 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: 8,620 shares; 2024Q4: 8,623 shares; 2025Q1: 8,669 shares; 2025Q2: 8,373 shares; 2025Q3: 8,267 shares; 2025Q4: 8,378 shares; 2026Q1: 8,444 shares; 2026Q2: 8,484 shares 8,484 $427K 0.2% +40 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,122 shares; 2025Q1: 8,122 shares; 2025Q2: 8,122 shares; 2025Q3: 8,126 shares; 2025Q4: 8,281 shares; 2026Q1: 8,663 shares; 2026Q2: 8,773 shares 8,773 $419K 0.19% +110 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: 2,231 shares; 2024Q4: 2,157 shares; 2025Q1: 2,402 shares; 2025Q2: 2,132 shares; 2025Q3: 2,350 shares; 2025Q4: 2,717 shares; 2026Q1: 2,768 shares; 2026Q2: 3,881 shares 3,881 $418K 0.19% +1,113 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: 502 shares; 2024Q4: 502 shares; 2025Q1: 565 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 570 shares; 2026Q1: 572 shares; 2026Q2: 578 shares 578 $397K 0.18% +6 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares; 2025Q3: 12,992 shares; 2025Q4: 14,056 shares; 2026Q1: 13,669 shares; 2026Q2: 14,249 shares 14,249 $395K 0.18% +580 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,648 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,628 shares; 2025Q4: 4,028 shares; 2026Q1: 4,028 shares; 2026Q2: 4,028 shares 4,028 $385K 0.18% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,276 shares 1,276 $383K 0.18% new 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: 5,189 shares; 2024Q4: 5,178 shares; 2025Q1: 5,136 shares; 2025Q2: 4,854 shares; 2025Q3: 4,828 shares; 2025Q4: 4,296 shares; 2026Q1: 4,158 shares; 2026Q2: 3,963 shares 3,963 $382K 0.18% -195 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,587 shares; 2024Q4: 2,409 shares; 2025Q1: 2,300 shares; 2025Q2: 2,299 shares; 2025Q3: 2,294 shares; 2025Q4: 2,294 shares; 2026Q1: 2,294 shares; 2026Q2: 2,294 shares 2,294 $380K 0.18% 0 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: 1,640 shares; 2024Q4: 1,211 shares; 2025Q1: 1,166 shares; 2025Q2: 1,167 shares; 2025Q3: 1,155 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,157 shares 1,157 $379K 0.17% +1 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,604 shares; 2026Q1: 10,489 shares; 2026Q2: 7,478 shares 7,478 $378K 0.17% -3,011 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,159 shares; 2024Q4: 23,163 shares; 2025Q1: 22,668 shares; 2025Q2: 20,600 shares; 2025Q3: 20,600 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $375K 0.17% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 903 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $375K 0.17% 0 Timeline FLOT 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: 5,070 shares; 2025Q3: 4,920 shares; 2025Q4: 7,210 shares; 2026Q1: 7,090 shares; 2026Q2: 7,054 shares 7,054 $360K 0.17% -36 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $343K 0.16% 0 Timeline EELV 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: 13,309 shares; 2024Q4: 13,664 shares; 2025Q1: 10,920 shares; 2025Q2: 11,229 shares; 2025Q3: 11,555 shares; 2025Q4: 11,983 shares; 2026Q1: 11,980 shares; 2026Q2: 12,092 shares 12,092 $336K 0.16% +112 Timeline GOVT 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: 12,900 shares; 2026Q2: 14,560 shares 14,560 $332K 0.15% +1,660 Timeline SPTM 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: 4,390 shares; 2024Q4: 4,318 shares; 2025Q1: 4,270 shares; 2025Q2: 4,291 shares; 2025Q3: 4,545 shares; 2025Q4: 3,684 shares; 2026Q1: 3,748 shares; 2026Q2: 3,630 shares 3,630 $330K 0.15% -118 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,499 shares; 2026Q1: 1,500 shares; 2026Q2: 1,470 shares 1,470 $320K 0.15% -30 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: 9,123 shares 9,123 $320K 0.15% new Timeline FVD 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: 27,188 shares; 2024Q4: 26,309 shares; 2025Q1: 18,143 shares; 2025Q2: 18,196 shares; 2025Q3: 18,152 shares; 2025Q4: 9,457 shares; 2026Q1: 6,307 shares; 2026Q2: 6,164 shares 6,164 $297K 0.14% -143 Timeline TSPA 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: 5,660 shares; 2024Q4: 6,480 shares; 2025Q1: 6,560 shares; 2025Q2: 6,660 shares; 2025Q3: 5,660 shares; 2025Q4: 5,660 shares; 2026Q1: 5,700 shares; 2026Q2: 6,080 shares 6,080 $289K 0.13% +380 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: 4,007 shares; 2024Q4: 1,734 shares; 2025Q1: 1,590 shares; 2025Q2: 1,616 shares; 2025Q3: 1,384 shares; 2025Q4: 1,265 shares; 2026Q1: 1,187 shares; 2026Q2: 1,197 shares 1,197 $285K 0.13% +10 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 2,671 shares; 2025Q4: 2,739 shares; 2026Q1: 2,743 shares; 2026Q2: 2,976 shares 2,976 $285K 0.13% +233 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 9,610 shares 9,610 $282K 0.13% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares; 2026Q2: 1,936 shares 1,936 $280K 0.13% 0 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 6,087 shares; 2025Q4: 5,956 shares; 2026Q1: 5,914 shares; 2026Q2: 7,302 shares 7,302 $276K 0.13% +1,388 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 25,893 shares 25,893 $274K 0.13% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,786 shares; 2025Q2: 4,919 shares; 2025Q3: 5,006 shares; 2025Q4: 5,390 shares; 2026Q1: 5,364 shares; 2026Q2: 6,173 shares 6,173 $268K 0.12% +809 Timeline BIV 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: 3,276 shares; 2024Q4: 3,024 shares; 2025Q1: 3,746 shares; 2025Q2: 3,564 shares; 2025Q3: 3,693 shares; 2025Q4: 3,717 shares; 2026Q1: 3,537 shares; 2026Q2: 3,472 shares 3,472 $266K 0.12% -65 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,430 shares; 2025Q1: 7,070 shares; 2025Q2: 7,862 shares; 2025Q3: 8,897 shares; 2025Q4: 10,379 shares; 2026Q1: 8,314 shares; 2026Q2: 5,021 shares 5,021 $263K 0.12% -3,293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,009 shares; 2025Q3: 3,024 shares; 2025Q4: 3,030 shares; 2026Q1: 3,030 shares; 2026Q2: 3,032 shares 3,032 $259K 0.12% +2 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares; 2026Q2: 6,187 shares 6,187 $255K 0.12% +12 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 6,192 shares 6,192 $252K 0.12% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,509 shares 2,509 $248K 0.11% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 1,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 672 shares; 2026Q1: not reported; 2026Q2: 672 shares 672 $240K 0.11% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS 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: 2,011 shares 2,011 $236K 0.11% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: not reported; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $229K 0.11% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 587 shares; 2025Q1: not reported; 2025Q2: 587 shares; 2025Q3: 519 shares; 2025Q4: 520 shares; 2026Q1: not reported; 2026Q2: 2,604 shares 2,604 $229K 0.11% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 731 shares; 2026Q1: 731 shares; 2026Q2: 821 shares 821 $222K 0.1% +90 Timeline SDVY 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: 13,640 shares; 2024Q4: 13,840 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,823 shares; 2025Q4: 5,646 shares; 2026Q1: 5,348 shares; 2026Q2: 5,071 shares 5,071 $219K 0.1% -277 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 636 shares; 2025Q1: 619 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 615 shares 615 $217K 0.1% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 1,555 shares; 2026Q2: 1,555 shares 1,555 $213K 0.1% 0 Timeline OEF 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: 572 shares 572 $209K 0.1% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,162 shares 7,162 $201K 0.09% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,243 shares; 2024Q4: 27,300 shares; 2025Q1: 24,328 shares; 2025Q2: 27,267 shares; 2025Q3: 28,469 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,680 shares 10,680 $125K 0.06% new Timeline