AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 630,263 shares; 2024Q3: 625,682 shares; 2024Q4: 443,814 shares; 2025Q1: 413,196 shares; 2025Q2: 423,047 shares; 2025Q3: 384,537 shares; 2025Q4: 374,434 shares; 2026Q1: 364,108 shares 364,108 $92.4M 15.78% -10,326 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; 2024Q2: 625,658 shares; 2024Q3: 635,755 shares; 2024Q4: 676,116 shares; 2025Q1: 685,436 shares; 2025Q2: 713,141 shares; 2025Q3: 702,657 shares; 2025Q4: 714,490 shares; 2026Q1: 713,937 shares 713,937 $34.9M 5.96% -553 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 329,406 shares; 2024Q3: 324,843 shares; 2024Q4: 344,721 shares; 2025Q1: 363,362 shares; 2025Q2: 387,164 shares; 2025Q3: 418,263 shares; 2025Q4: 438,978 shares; 2026Q1: 467,978 shares 467,978 $26.6M 4.54% +29,000 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 158,751 shares; 2024Q3: 157,089 shares; 2024Q4: 157,209 shares; 2025Q1: 157,327 shares; 2025Q2: 171,017 shares; 2025Q3: 171,017 shares; 2025Q4: 169,652 shares; 2026Q1: 169,652 shares 169,652 $23.6M 4.04% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 169,153 shares; 2024Q3: 170,538 shares; 2024Q4: 518,825 shares; 2025Q1: 634,586 shares; 2025Q2: 701,803 shares; 2025Q3: 723,173 shares; 2025Q4: 737,649 shares; 2026Q1: 744,765 shares 744,765 $20.3M 3.46% +7,116 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,340 shares; 2025Q2: 170,970 shares; 2025Q3: 183,180 shares; 2025Q4: 184,125 shares; 2026Q1: 372,762 shares 372,762 $20M 3.42% +188,637 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 328,569 shares; 2024Q3: 333,058 shares; 2024Q4: 338,615 shares; 2025Q1: 362,571 shares; 2025Q2: 347,835 shares; 2025Q3: 335,541 shares; 2025Q4: 347,916 shares; 2026Q1: 347,461 shares 347,461 $16M 2.74% -455 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,333 shares; 2024Q3: 44,553 shares; 2024Q4: 44,717 shares; 2025Q1: 51,095 shares; 2025Q2: 53,940 shares; 2025Q3: 54,540 shares; 2025Q4: 55,345 shares; 2026Q1: 56,473 shares 56,473 $14.5M 2.48% +1,128 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,175 shares; 2024Q3: 163,811 shares; 2024Q4: 164,633 shares; 2025Q1: 180,112 shares; 2025Q2: 185,463 shares; 2025Q3: 185,554 shares; 2025Q4: 187,611 shares; 2026Q1: 186,317 shares 186,317 $14M 2.39% -1,294 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 173,434 shares; 2024Q3: 175,504 shares; 2024Q4: 524,870 shares; 2025Q1: 539,246 shares; 2025Q2: 559,877 shares; 2025Q3: 551,135 shares; 2025Q4: 555,549 shares; 2026Q1: 539,117 shares 539,117 $13.5M 2.31% -16,432 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 164,230 shares; 2024Q3: 162,696 shares; 2024Q4: 486,860 shares; 2025Q1: 480,476 shares; 2025Q2: 480,087 shares; 2025Q3: 479,294 shares; 2025Q4: 478,489 shares; 2026Q1: 471,904 shares 471,904 $13.1M 2.24% -6,585 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 49,638 shares; 2024Q3: 49,257 shares; 2024Q4: 49,626 shares; 2025Q1: 60,956 shares; 2025Q2: 65,646 shares; 2025Q3: 67,469 shares; 2025Q4: 68,219 shares; 2026Q1: 69,713 shares 69,713 $12.8M 2.19% +1,494 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 90,450 shares; 2024Q3: 89,683 shares; 2024Q4: 360,714 shares; 2025Q1: 388,075 shares; 2025Q2: 408,818 shares; 2025Q3: 410,597 shares; 2025Q4: 403,512 shares; 2026Q1: 419,663 shares 419,663 $12.2M 2.09% +16,151 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 326,356 shares; 2024Q3: 325,634 shares; 2024Q4: 337,665 shares; 2025Q1: 330,681 shares; 2025Q2: 335,130 shares; 2025Q3: 333,832 shares; 2025Q4: 330,514 shares; 2026Q1: 329,925 shares 329,925 $11.8M 2.02% -589 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,030 shares; 2026Q1: 218,070 shares 218,070 $10.9M 1.86% +22,040 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 103,480 shares; 2024Q3: 102,576 shares; 2024Q4: 312,648 shares; 2025Q1: 328,851 shares; 2025Q2: 343,935 shares; 2025Q3: 345,214 shares; 2025Q4: 347,283 shares; 2026Q1: 345,416 shares 345,416 $10.5M 1.8% -1,867 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 42,082 shares; 2024Q3: 41,491 shares; 2024Q4: 41,270 shares; 2025Q1: 42,639 shares; 2025Q2: 44,081 shares; 2025Q3: 43,804 shares; 2025Q4: 44,032 shares; 2026Q1: 43,877 shares 43,877 $10.5M 1.8% -155 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 172,495 shares; 2024Q3: 180,119 shares; 2024Q4: 198,527 shares; 2025Q1: 204,036 shares; 2025Q2: 208,838 shares; 2025Q3: 216,744 shares; 2025Q4: 223,240 shares; 2026Q1: 225,489 shares 225,489 $10.5M 1.78% +2,249 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 113,446 shares; 2024Q3: 115,454 shares; 2024Q4: 236,406 shares; 2025Q1: 267,739 shares; 2025Q2: 292,414 shares; 2025Q3: 300,841 shares; 2025Q4: 310,481 shares; 2026Q1: 304,740 shares 304,740 $9.88M 1.69% -5,741 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 182,234 shares; 2024Q3: 184,731 shares; 2024Q4: 195,401 shares; 2025Q1: 205,819 shares; 2025Q2: 199,959 shares; 2025Q3: 194,378 shares; 2025Q4: 201,653 shares; 2026Q1: 205,478 shares 205,478 $9.37M 1.6% +3,825 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 101,475 shares; 2024Q3: 101,385 shares; 2024Q4: 104,068 shares; 2025Q1: 111,221 shares; 2025Q2: 117,107 shares; 2025Q3: 119,000 shares; 2025Q4: 121,210 shares; 2026Q1: 125,909 shares 125,909 $9.21M 1.57% +4,699 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,533 shares; 2024Q3: 86,337 shares; 2024Q4: 89,287 shares; 2025Q1: 111,634 shares; 2025Q2: 132,963 shares; 2025Q3: 132,634 shares; 2025Q4: 135,922 shares; 2026Q1: 134,895 shares 134,895 $9.11M 1.56% -1,027 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: not reported; 2025Q1: 4,513 shares; 2025Q2: 4,411 shares; 2025Q3: 119,746 shares; 2025Q4: 133,007 shares; 2026Q1: 177,569 shares 177,569 $8.53M 1.46% +44,562 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 203,904 shares; 2024Q3: 202,424 shares; 2024Q4: 203,816 shares; 2025Q1: 199,681 shares; 2025Q2: 199,641 shares; 2025Q3: 198,076 shares; 2025Q4: 197,811 shares; 2026Q1: 194,811 shares 194,811 $8.45M 1.44% -3,000 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 207,209 shares; 2024Q3: 206,297 shares; 2024Q4: 210,206 shares; 2025Q1: 179,716 shares; 2025Q2: 169,489 shares; 2025Q3: 169,363 shares; 2025Q4: 172,028 shares; 2026Q1: 174,870 shares 174,870 $8.2M 1.4% +2,842 Timeline FLJP 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; 2024Q2: 155,605 shares; 2024Q3: 161,234 shares; 2024Q4: 166,900 shares; 2025Q1: 175,860 shares; 2025Q2: 185,706 shares; 2025Q3: 186,580 shares; 2025Q4: 187,637 shares; 2026Q1: 201,112 shares 201,112 $7.28M 1.24% +13,475 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,726 shares; 2024Q3: 16,727 shares; 2024Q4: 16,932 shares; 2025Q1: 16,816 shares; 2025Q2: 19,266 shares; 2025Q3: 16,786 shares; 2025Q4: 16,565 shares; 2026Q1: 16,545 shares 16,545 $7.05M 1.2% -20 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 103,607 shares; 2024Q3: 104,440 shares; 2024Q4: 104,461 shares; 2025Q1: 118,200 shares; 2025Q2: 127,069 shares; 2025Q3: 128,013 shares; 2025Q4: 128,261 shares; 2026Q1: 128,657 shares 128,657 $7.05M 1.2% +396 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 119,061 shares; 2024Q3: 119,512 shares; 2024Q4: 121,947 shares; 2025Q1: 125,381 shares; 2025Q2: 125,321 shares; 2025Q3: 126,745 shares; 2025Q4: 127,647 shares; 2026Q1: 127,493 shares 127,493 $6.12M 1.05% -154 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,865 shares; 2024Q3: 29,610 shares; 2024Q4: 30,784 shares; 2025Q1: 32,363 shares; 2025Q2: 31,903 shares; 2025Q3: 32,360 shares; 2025Q4: 32,115 shares; 2026Q1: 31,609 shares 31,609 $5.51M 0.94% -506 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 137,243 shares; 2024Q3: 136,901 shares; 2024Q4: 142,536 shares; 2025Q1: 134,346 shares; 2025Q2: 132,660 shares; 2025Q3: 133,172 shares; 2025Q4: 134,067 shares; 2026Q1: 139,643 shares 139,643 $4.94M 0.84% +5,576 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; 2024Q2: 160,932 shares; 2024Q3: 167,004 shares; 2024Q4: 173,790 shares; 2025Q1: 134,917 shares; 2025Q2: 95,257 shares; 2025Q3: 93,304 shares; 2025Q4: 94,862 shares; 2026Q1: 97,736 shares 97,736 $4.46M 0.76% +2,874 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,445 shares; 2024Q3: 71,570 shares; 2024Q4: 71,659 shares; 2025Q1: 85,329 shares; 2025Q2: 89,026 shares; 2025Q3: 89,011 shares; 2025Q4: 89,156 shares; 2026Q1: 90,386 shares 90,386 $4.11M 0.7% +1,230 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,494 shares; 2024Q3: 15,898 shares; 2024Q4: 16,425 shares; 2025Q1: 13,772 shares; 2025Q2: 13,693 shares; 2025Q3: 13,865 shares; 2025Q4: 14,353 shares; 2026Q1: 14,051 shares 14,051 $4.03M 0.69% -302 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,699 shares; 2024Q3: 8,578 shares; 2024Q4: 11,429 shares; 2025Q1: 11,602 shares; 2025Q2: 11,226 shares; 2025Q3: 11,346 shares; 2025Q4: 10,487 shares; 2026Q1: 10,452 shares 10,452 $3.87M 0.66% -35 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,140 shares; 2024Q3: 86,345 shares; 2024Q4: 87,694 shares; 2025Q1: 101,591 shares; 2025Q2: 106,731 shares; 2025Q3: 109,931 shares; 2025Q4: 112,780 shares; 2026Q1: 115,731 shares 115,731 $3.69M 0.63% +2,951 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 104,445 shares; 2024Q3: 104,956 shares; 2024Q4: 105,068 shares; 2025Q1: 117,852 shares; 2025Q2: 120,698 shares; 2025Q3: 124,277 shares; 2025Q4: 128,685 shares; 2026Q1: 133,774 shares 133,774 $3.6M 0.61% +5,089 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,294 shares; 2024Q3: 16,294 shares; 2024Q4: 16,314 shares; 2025Q1: 16,314 shares; 2025Q2: 18,364 shares; 2025Q3: 16,314 shares; 2025Q4: 16,324 shares; 2026Q1: 16,244 shares 16,244 $3.47M 0.59% -80 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,978 shares; 2024Q3: 4,981 shares; 2024Q4: 4,956 shares; 2025Q1: 4,957 shares; 2025Q2: 4,952 shares; 2025Q3: 4,979 shares; 2025Q4: 4,875 shares; 2026Q1: 4,876 shares 4,876 $3.45M 0.59% +1 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; 2024Q2: 34,690 shares; 2024Q3: 37,485 shares; 2024Q4: 45,519 shares; 2025Q1: 47,559 shares; 2025Q2: 55,052 shares; 2025Q3: 59,747 shares; 2025Q4: 61,047 shares; 2026Q1: 68,457 shares 68,457 $3.42M 0.58% +7,410 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 19,256 shares; 2024Q3: 19,636 shares; 2024Q4: 18,712 shares; 2025Q1: 22,727 shares; 2025Q2: 23,716 shares; 2025Q3: 23,256 shares; 2025Q4: 23,256 shares; 2026Q1: 23,326 shares 23,326 $3.3M 0.56% +70 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 143,936 shares; 2024Q3: 148,139 shares; 2024Q4: 153,908 shares; 2025Q1: 169,990 shares; 2025Q2: 161,225 shares; 2025Q3: 164,936 shares; 2025Q4: 169,483 shares; 2026Q1: 169,559 shares 169,559 $3.17M 0.54% +76 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,845 shares; 2024Q3: 55,925 shares; 2024Q4: 54,565 shares; 2025Q1: 54,995 shares; 2025Q2: 56,408 shares; 2025Q3: 56,513 shares; 2025Q4: 58,283 shares; 2026Q1: 58,788 shares 58,788 $3.14M 0.54% +505 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,218 shares; 2024Q3: 20,806 shares; 2024Q4: 82,997 shares; 2025Q1: 86,559 shares; 2025Q2: 85,824 shares; 2025Q3: 87,925 shares; 2025Q4: 88,808 shares; 2026Q1: 88,671 shares 88,671 $2.72M 0.46% -137 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; 2024Q2: 14,598 shares; 2024Q3: 14,241 shares; 2024Q4: 17,407 shares; 2025Q1: 17,257 shares; 2025Q2: 17,147 shares; 2025Q3: 17,502 shares; 2025Q4: 17,479 shares; 2026Q1: 17,454 shares 17,454 $2.58M 0.44% -25 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,874 shares; 2024Q3: 39,484 shares; 2024Q4: 39,984 shares; 2025Q1: 43,535 shares; 2025Q2: 44,795 shares; 2025Q3: 45,005 shares; 2025Q4: 45,274 shares; 2026Q1: 45,274 shares 45,274 $2.5M 0.43% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,501 shares; 2024Q3: 7,451 shares; 2024Q4: 10,882 shares; 2025Q1: 10,816 shares; 2025Q2: 8,828 shares; 2025Q3: 9,194 shares; 2025Q4: 7,886 shares; 2026Q1: 8,668 shares 8,668 $2.49M 0.43% +782 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,823 shares; 2024Q3: 56,593 shares; 2024Q4: 56,603 shares; 2025Q1: 48,841 shares; 2025Q2: 47,396 shares; 2025Q3: 47,061 shares; 2025Q4: 46,276 shares; 2026Q1: 44,171 shares 44,171 $2.39M 0.41% -2,105 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,852 shares; 2024Q3: 15,852 shares; 2024Q4: 16,171 shares; 2025Q1: 16,971 shares; 2025Q2: 17,261 shares; 2025Q3: 16,971 shares; 2025Q4: 16,971 shares; 2026Q1: 16,727 shares 16,727 $2.22M 0.38% -244 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 53,718 shares; 2024Q3: 55,323 shares; 2024Q4: 56,401 shares; 2025Q1: 52,060 shares; 2025Q2: 43,829 shares; 2025Q3: 43,465 shares; 2025Q4: 43,734 shares; 2026Q1: 43,550 shares 43,550 $2.01M 0.34% -184 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,463 shares; 2024Q3: 18,993 shares; 2024Q4: 18,203 shares; 2025Q1: 34,028 shares; 2025Q2: 39,062 shares; 2025Q3: 37,772 shares; 2025Q4: 37,747 shares; 2026Q1: 38,536 shares 38,536 $1.75M 0.3% +789 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,680 shares; 2024Q3: 22,855 shares; 2024Q4: 26,235 shares; 2025Q1: 26,285 shares; 2025Q2: 29,525 shares; 2025Q3: 30,028 shares; 2025Q4: 30,173 shares; 2026Q1: 31,686 shares 31,686 $1.66M 0.28% +1,513 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,691 shares; 2024Q3: 6,701 shares; 2024Q4: 7,461 shares; 2025Q1: 7,451 shares; 2025Q2: 7,476 shares; 2025Q3: 7,631 shares; 2025Q4: 9,198 shares; 2026Q1: 9,199 shares 9,199 $1.65M 0.28% +1 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,912 shares; 2026Q1: 32,912 shares 32,912 $1.61M 0.27% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 554 shares; 2024Q3: 549 shares; 2024Q4: 712 shares; 2025Q1: 713 shares; 2025Q2: 21,464 shares; 2025Q3: 718 shares; 2025Q4: 16,261 shares; 2026Q1: 16,211 shares 16,211 $1.56M 0.27% -50 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,115 shares; 2024Q3: 21,760 shares; 2024Q4: 22,095 shares; 2025Q1: 21,245 shares; 2025Q2: 19,755 shares; 2025Q3: 19,820 shares; 2025Q4: 19,970 shares; 2026Q1: 20,590 shares 20,590 $1.55M 0.27% +620 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; 2024Q2: 131,102 shares; 2024Q3: 131,437 shares; 2024Q4: 137,616 shares; 2025Q1: 80,961 shares; 2025Q2: 79,807 shares; 2025Q3: 27,747 shares; 2025Q4: 27,457 shares; 2026Q1: 23,615 shares 23,615 $1.51M 0.26% -3,842 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,072 shares; 2024Q3: 4,918 shares; 2024Q4: 8,647 shares; 2025Q1: 8,663 shares; 2025Q2: 6,967 shares; 2025Q3: 7,692 shares; 2025Q4: 7,581 shares; 2026Q1: 7,210 shares 7,210 $1.5M 0.26% -371 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,946 shares; 2024Q3: 40,946 shares; 2024Q4: 40,946 shares; 2025Q1: 40,946 shares; 2025Q2: 53,305 shares; 2025Q3: 53,305 shares; 2025Q4: 44,593 shares; 2026Q1: 44,593 shares 44,593 $1.5M 0.26% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,260 shares; 2024Q3: 16,260 shares; 2024Q4: 16,260 shares; 2025Q1: 16,260 shares; 2025Q2: 16,260 shares; 2025Q3: 16,260 shares; 2025Q4: 22,794 shares; 2026Q1: 22,794 shares 22,794 $1.49M 0.25% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,255 shares; 2024Q3: 31,255 shares; 2024Q4: 30,130 shares; 2025Q1: 37,965 shares; 2025Q2: 38,115 shares; 2025Q3: 38,115 shares; 2025Q4: 38,245 shares; 2026Q1: 38,345 shares 38,345 $1.49M 0.25% +100 Timeline AVSE 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; 2024Q2: 20,944 shares; 2024Q3: 21,699 shares; 2024Q4: 22,054 shares; 2025Q1: 22,504 shares; 2025Q2: 22,679 shares; 2025Q3: 22,487 shares; 2025Q4: 22,372 shares; 2026Q1: 22,212 shares 22,212 $1.48M 0.25% -160 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,256 shares; 2024Q3: 8,252 shares; 2024Q4: 8,314 shares; 2025Q1: 7,529 shares; 2025Q2: 12,169 shares; 2025Q3: 6,968 shares; 2025Q4: 5,958 shares; 2026Q1: 5,790 shares 5,790 $1.42M 0.24% -168 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,477 shares; 2024Q3: 12,425 shares; 2024Q4: 12,438 shares; 2025Q1: 12,451 shares; 2025Q2: 12,467 shares; 2025Q3: 12,472 shares; 2025Q4: 12,483 shares; 2026Q1: 12,516 shares 12,516 $1.14M 0.19% +33 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,473 shares; 2024Q3: 1,473 shares; 2024Q4: 1,557 shares; 2025Q1: 1,616 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,748 shares; 2026Q1: 1,728 shares 1,728 $1.12M 0.19% -20 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 20,533 shares; 2024Q3: 20,392 shares; 2024Q4: 20,392 shares; 2025Q1: 20,391 shares; 2025Q2: 19,452 shares; 2025Q3: 18,674 shares; 2025Q4: 18,453 shares; 2026Q1: 18,469 shares 18,469 $1.12M 0.19% +16 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,951 shares; 2024Q3: 14,266 shares; 2024Q4: 13,231 shares; 2025Q1: 20,489 shares; 2025Q2: 22,941 shares; 2025Q3: 22,066 shares; 2025Q4: 21,936 shares; 2026Q1: 21,996 shares 21,996 $1.03M 0.18% +60 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,059 shares; 2024Q3: 1,109 shares; 2024Q4: 1,324 shares; 2025Q1: 1,294 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,747 shares; 2026Q1: 1,716 shares 1,716 $1.03M 0.18% -31 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,295 shares; 2024Q3: 32,545 shares; 2024Q4: 37,695 shares; 2025Q1: 36,005 shares; 2025Q2: 39,255 shares; 2025Q3: 39,735 shares; 2025Q4: 40,700 shares; 2026Q1: 42,535 shares 42,535 $1.03M 0.18% +1,835 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,517 shares; 2024Q3: 30,607 shares; 2024Q4: 30,072 shares; 2025Q1: 25,587 shares; 2025Q2: 23,638 shares; 2025Q3: 23,258 shares; 2025Q4: 23,208 shares; 2026Q1: 21,648 shares 21,648 $984K 0.17% -1,560 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,152 shares; 2024Q3: 1,102 shares; 2024Q4: 1,155 shares; 2025Q1: 1,138 shares; 2025Q2: 1,183 shares; 2025Q3: 1,626 shares; 2025Q4: 1,664 shares; 2026Q1: 1,678 shares 1,678 $960K 0.16% +14 Timeline AVSD 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; 2024Q2: 6,750 shares; 2024Q3: 7,045 shares; 2024Q4: 6,595 shares; 2025Q1: 11,890 shares; 2025Q2: 13,654 shares; 2025Q3: 12,239 shares; 2025Q4: 12,199 shares; 2026Q1: 12,634 shares 12,634 $930K 0.16% +435 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,189 shares; 2025Q2: 10,189 shares; 2025Q3: 10,189 shares; 2025Q4: 8,349 shares; 2026Q1: 7,264 shares 7,264 $918K 0.16% -1,085 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $862K 0.15% 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; 2024Q2: 2,694 shares; 2024Q3: 2,700 shares; 2024Q4: 10,346 shares; 2025Q1: 11,249 shares; 2025Q2: 11,143 shares; 2025Q3: 9,894 shares; 2025Q4: 9,429 shares; 2026Q1: 8,940 shares 8,940 $829K 0.14% -489 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; 2024Q2: 2,630 shares; 2024Q3: 2,605 shares; 2024Q4: 2,497 shares; 2025Q1: 2,512 shares; 2025Q2: 2,282 shares; 2025Q3: 2,292 shares; 2025Q4: 2,292 shares; 2026Q1: 2,323 shares 2,323 $794K 0.14% +31 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,481 shares; 2024Q3: 17,211 shares; 2024Q4: 17,241 shares; 2025Q1: 17,701 shares; 2025Q2: 17,776 shares; 2025Q3: 17,876 shares; 2025Q4: 17,946 shares; 2026Q1: 18,246 shares 18,246 $750K 0.13% +300 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; 2024Q2: 15,373 shares; 2024Q3: 15,683 shares; 2024Q4: 15,991 shares; 2025Q1: 14,143 shares; 2025Q2: 10,476 shares; 2025Q3: 9,706 shares; 2025Q4: 9,611 shares; 2026Q1: 10,448 shares 10,448 $749K 0.13% +837 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; 2024Q2: 8,930 shares; 2024Q3: 9,382 shares; 2024Q4: 9,980 shares; 2025Q1: 13,370 shares; 2025Q2: 12,274 shares; 2025Q3: 14,331 shares; 2025Q4: 14,904 shares; 2026Q1: 15,744 shares 15,744 $725K 0.12% +840 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; 2024Q2: 755 shares; 2024Q3: 755 shares; 2024Q4: 984 shares; 2025Q1: 1,522 shares; 2025Q2: 1,354 shares; 2025Q3: 1,336 shares; 2025Q4: 1,372 shares; 2026Q1: 1,209 shares 1,209 $698K 0.12% -163 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,410 shares 1,410 $615K 0.11% 0 Timeline FLIA 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; 2024Q2: 30,986 shares; 2024Q3: 32,146 shares; 2024Q4: 33,224 shares; 2025Q1: 38,346 shares; 2025Q2: 37,723 shares; 2025Q3: 27,963 shares; 2025Q4: 29,111 shares; 2026Q1: 29,880 shares 29,880 $605K 0.1% +769 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,730 shares; 2024Q3: 2,700 shares; 2024Q4: 2,890 shares; 2025Q1: 2,735 shares; 2025Q2: 2,725 shares; 2025Q3: 2,875 shares; 2025Q4: 2,955 shares; 2026Q1: 2,895 shares 2,895 $589K 0.1% -60 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; 2024Q2: 8,046 shares; 2024Q3: 7,868 shares; 2024Q4: 6,777 shares; 2025Q1: 6,877 shares; 2025Q2: 6,767 shares; 2025Q3: 6,842 shares; 2025Q4: 6,567 shares; 2026Q1: 7,008 shares 7,008 $544K 0.09% +441 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,500 shares; 2024Q3: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,530 shares; 2025Q3: 5,530 shares; 2025Q4: 5,530 shares; 2026Q1: 5,558 shares 5,558 $526K 0.09% +28 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,153 shares; 2024Q3: 5,447 shares; 2024Q4: 4,744 shares; 2025Q1: 4,872 shares; 2025Q2: 4,712 shares; 2025Q3: 4,717 shares; 2025Q4: 4,417 shares; 2026Q1: 4,434 shares 4,434 $509K 0.09% +17 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,930 shares; 2024Q3: 83,248 shares; 2024Q4: 90,179 shares; 2025Q1: 95,892 shares; 2025Q2: 99,531 shares; 2025Q3: 102,559 shares; 2025Q4: 6,602 shares; 2026Q1: 4,842 shares 4,842 $481K 0.08% -1,760 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; 2024Q2: 866 shares; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares 1,095 $478K 0.08% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,800 shares; 2024Q3: 4,785 shares; 2024Q4: 5,865 shares; 2025Q1: 6,385 shares; 2025Q2: 7,510 shares; 2025Q3: 8,148 shares; 2025Q4: 8,193 shares; 2026Q1: 8,868 shares 8,868 $470K 0.08% +675 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,914 shares; 2024Q3: 3,070 shares; 2024Q4: 2,925 shares; 2025Q1: 4,624 shares; 2025Q2: 4,024 shares; 2025Q3: 3,882 shares; 2025Q4: 3,920 shares; 2026Q1: 3,281 shares 3,281 $467K 0.08% -639 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 935 shares; 2025Q2: 1,202 shares; 2025Q3: 1,084 shares; 2025Q4: 1,149 shares; 2026Q1: 1,443 shares 1,443 $463K 0.08% +294 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 212 shares; 2025Q4: 299 shares; 2026Q1: 306 shares 306 $451K 0.08% +7 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,160 shares; 2024Q3: 8,160 shares; 2024Q4: 8,160 shares; 2025Q1: 8,160 shares; 2025Q2: 8,160 shares; 2025Q3: 8,160 shares; 2025Q4: 8,160 shares; 2026Q1: 8,160 shares 8,160 $435K 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,685 shares; 2025Q2: 2,680 shares; 2025Q3: 2,859 shares; 2025Q4: 2,889 shares; 2026Q1: 2,921 shares 2,921 $427K 0.07% +32 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,413 shares; 2025Q2: 1,413 shares; 2025Q3: 1,424 shares; 2025Q4: 1,426 shares; 2026Q1: 1,432 shares 1,432 $423K 0.07% +6 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,140 shares; 2024Q3: 2,129 shares; 2024Q4: 2,142 shares; 2025Q1: 2,157 shares; 2025Q2: 2,148 shares; 2025Q3: 2,136 shares; 2025Q4: 2,134 shares; 2026Q1: 2,139 shares 2,139 $421K 0.07% +5 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,253 shares; 2024Q3: 13,538 shares; 2024Q4: 13,721 shares; 2025Q1: 13,764 shares; 2025Q2: 11,236 shares; 2025Q3: 10,855 shares; 2025Q4: 9,424 shares; 2026Q1: 9,479 shares 9,479 $418K 0.07% +55 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,812 shares; 2024Q3: 6,052 shares; 2024Q4: 6,079 shares; 2025Q1: 6,712 shares; 2025Q2: 12,074 shares; 2025Q3: 4,826 shares; 2025Q4: 5,417 shares; 2026Q1: 5,458 shares 5,458 $402K 0.07% +41 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,015 shares; 2024Q3: 3,015 shares; 2024Q4: 2,997 shares; 2025Q1: 2,967 shares; 2025Q2: 2,567 shares; 2025Q3: 2,527 shares; 2025Q4: 2,447 shares; 2026Q1: 2,411 shares 2,411 $399K 0.07% -36 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,073 shares; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,049 shares; 2025Q2: 3,043 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,053 shares 3,053 $397K 0.07% +15 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; 2024Q2: 4,410 shares; 2024Q3: 4,410 shares; 2024Q4: 4,316 shares; 2025Q1: 4,357 shares; 2025Q2: 5,084 shares; 2025Q3: 4,291 shares; 2025Q4: 4,256 shares; 2026Q1: 4,241 shares 4,241 $394K 0.07% -15 Timeline FJUL 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; 2024Q2: 49,280 shares; 2024Q3: 47,865 shares; 2024Q4: 47,060 shares; 2025Q1: 47,760 shares; 2025Q2: 48,853 shares; 2025Q3: 48,903 shares; 2025Q4: 50,488 shares; 2026Q1: 7,058 shares 7,058 $386K 0.07% -43,430 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,441 shares; 2024Q3: 5,441 shares; 2024Q4: 5,391 shares; 2025Q1: 4,958 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,958 shares; 2026Q1: 4,958 shares 4,958 $369K 0.06% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,838 shares; 2024Q3: 2,801 shares; 2024Q4: 2,831 shares; 2025Q1: 2,831 shares; 2025Q2: 2,841 shares; 2025Q3: 2,852 shares; 2025Q4: 2,862 shares; 2026Q1: 2,822 shares 2,822 $363K 0.06% -40 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 235 shares; 2024Q3: 236 shares; 2024Q4: 316 shares; 2025Q1: 337 shares; 2025Q2: 1,536 shares; 2025Q3: 417 shares; 2025Q4: 412 shares; 2026Q1: 393 shares 393 $362K 0.06% -19 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,527 shares; 2024Q3: 6,797 shares; 2024Q4: 7,157 shares; 2025Q1: 7,382 shares; 2025Q2: 7,492 shares; 2025Q3: 7,547 shares; 2025Q4: 7,857 shares; 2026Q1: 7,302 shares 7,302 $347K 0.06% -555 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $327K 0.06% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,792 shares; 2024Q3: 17,792 shares; 2024Q4: 17,792 shares; 2025Q1: 26,592 shares; 2025Q2: 26,592 shares; 2025Q3: 26,592 shares; 2025Q4: 26,592 shares; 2026Q1: 17,492 shares 17,492 $320K 0.05% -9,100 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,245 shares; 2024Q3: 10,245 shares; 2024Q4: 10,245 shares; 2025Q1: 14,445 shares; 2025Q2: 14,445 shares; 2025Q3: 14,445 shares; 2025Q4: 14,445 shares; 2026Q1: 10,945 shares 10,945 $318K 0.05% -3,500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 406 shares; 2024Q3: 406 shares; 2024Q4: 1,316 shares; 2025Q1: 491 shares; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $302K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,610 shares; 2024Q3: 1,546 shares; 2024Q4: 1,585 shares; 2025Q1: 1,490 shares; 2025Q2: 1,430 shares; 2025Q3: 1,450 shares; 2025Q4: 1,352 shares; 2026Q1: 1,381 shares 1,381 $286K 0.05% +29 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,164 shares; 2024Q3: 1,159 shares; 2024Q4: 1,172 shares; 2025Q1: 1,179 shares; 2025Q2: 1,178 shares; 2025Q3: 1,218 shares; 2025Q4: 1,188 shares; 2026Q1: 1,168 shares 1,168 $283K 0.05% -20 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,671 shares; 2024Q3: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares 2,671 $277K 0.05% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,028 shares; 2024Q3: 6,038 shares; 2024Q4: 6,048 shares; 2025Q1: 6,093 shares; 2025Q2: 6,043 shares; 2025Q3: 6,022 shares; 2025Q4: 6,042 shares; 2026Q1: 6,103 shares 6,103 $276K 0.05% +61 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,312 shares; 2024Q3: 2,820 shares; 2024Q4: 3,043 shares; 2025Q1: 3,433 shares; 2025Q2: 21,058 shares; 2025Q3: 2,557 shares; 2025Q4: 2,242 shares; 2026Q1: 2,200 shares 2,200 $273K 0.05% -42 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 490 shares; 2024Q3: 492 shares; 2024Q4: 494 shares; 2025Q1: 492 shares; 2025Q2: 490 shares; 2025Q3: 507 shares; 2025Q4: 2,465 shares; 2026Q1: 2,575 shares 2,575 $269K 0.05% +110 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,939 shares; 2024Q3: 2,879 shares; 2024Q4: 2,929 shares; 2025Q1: 2,140 shares; 2025Q2: 1,602 shares; 2025Q3: 1,585 shares; 2025Q4: 1,464 shares; 2026Q1: 1,356 shares 1,356 $262K 0.04% -108 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,067 shares; 2024Q3: 1,070 shares; 2024Q4: 1,253 shares; 2025Q1: 1,259 shares; 2025Q2: 1,128 shares; 2025Q3: 1,140 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares 1,076 $262K 0.04% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,508 shares; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,124 shares; 2025Q2: 3,125 shares; 2025Q3: 3,124 shares; 2025Q4: 3,124 shares; 2026Q1: 3,124 shares 3,124 $261K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,391 shares; 2024Q3: 1,382 shares; 2024Q4: 908 shares; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 789 shares; 2025Q4: 743 shares; 2026Q1: 698 shares 698 $259K 0.04% -45 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 791 shares; 2024Q3: 791 shares; 2024Q4: 859 shares; 2025Q1: 929 shares; 2025Q2: 813 shares; 2025Q3: 839 shares; 2025Q4: 810 shares; 2026Q1: 837 shares 837 $253K 0.04% +27 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,191 shares; 2024Q3: 8,344 shares; 2024Q4: 13,292 shares; 2025Q1: 13,594 shares; 2025Q2: 10,354 shares; 2025Q3: 10,577 shares; 2025Q4: 10,647 shares; 2026Q1: 10,816 shares 10,816 $251K 0.04% +169 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,692 shares; 2024Q3: 4,692 shares; 2024Q4: 23,460 shares; 2025Q1: 23,460 shares; 2025Q2: 12,015 shares; 2025Q3: 11,965 shares; 2025Q4: 11,980 shares; 2026Q1: 12,035 shares 12,035 $249K 0.04% +55 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,156 shares; 2025Q1: 1,727 shares; 2025Q2: 1,700 shares; 2025Q3: 1,388 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares 1,277 $245K 0.04% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,103 shares; 2024Q3: 3,065 shares; 2024Q4: 3,060 shares; 2025Q1: 3,115 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,025 shares; 2026Q1: 3,072 shares 3,072 $242K 0.04% +47 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; 2024Q2: not reported; 2024Q3: 1,208 shares; 2024Q4: 1,266 shares; 2025Q1: 1,228 shares; 2025Q2: 1,281 shares; 2025Q3: 1,228 shares; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares 1,228 $241K 0.04% 0 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; 2024Q2: 3,219 shares; 2024Q3: 3,219 shares; 2024Q4: 3,024 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 3,027 shares 3,027 $239K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,268 shares; 2024Q3: 1,316 shares; 2024Q4: 1,270 shares; 2025Q1: 1,495 shares; 2025Q2: 1,480 shares; 2025Q3: 1,413 shares; 2025Q4: 1,389 shares; 2026Q1: 1,264 shares 1,264 $236K 0.04% -125 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,748 shares; 2024Q3: 2,729 shares; 2024Q4: 2,825 shares; 2025Q1: 2,871 shares; 2025Q2: 1,825 shares; 2025Q3: 1,827 shares; 2025Q4: 1,754 shares; 2026Q1: 1,507 shares 1,507 $234K 0.04% -247 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 580 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565 shares; 2025Q3: 572 shares; 2025Q4: 577 shares; 2026Q1: 596 shares 596 $233K 0.04% +19 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 243 shares; 2025Q4: not reported; 2026Q1: 227 shares 227 $226K 0.04% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,648 shares; 2025Q4: not reported; 2026Q1: 2,691 shares 2,691 $214K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 705 shares; 2024Q3: 705 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 679 shares; 2025Q4: 652 shares; 2026Q1: 616 shares 616 $211K 0.04% -36 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,140 shares; 2025Q2: 717 shares; 2025Q3: 781 shares; 2025Q4: 759 shares; 2026Q1: 716 shares 716 $211K 0.04% -43 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares 1,685 $209K 0.04% 0 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; 2024Q2: not reported; 2024Q3: 934 shares; 2024Q4: 934 shares; 2025Q1: 984 shares; 2025Q2: 1,384 shares; 2025Q3: 989 shares; 2025Q4: 780 shares; 2026Q1: 862 shares 862 $209K 0.04% +82 Timeline FFEB 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; 2024Q2: 15,515 shares; 2024Q3: 15,241 shares; 2024Q4: 14,486 shares; 2025Q1: 8,708 shares; 2025Q2: 5,423 shares; 2025Q3: 5,204 shares; 2025Q4: 5,094 shares; 2026Q1: 3,704 shares 3,704 $207K 0.04% -1,390 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $205K 0.03% 0 Timeline ONTF ON24 INC More: the full row for ON24 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 67,500 shares; 2024Q3: 57,154 shares; 2024Q4: 32,500 shares; 2025Q1: 32,500 shares; 2025Q2: 32,500 shares; 2025Q3: 32,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $182K 0.03% 0 Timeline SRTS SENSUS HEALTHCARE INC More: the full row for SENSUS HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,065 shares; 2025Q4: 16,065 shares; 2026Q1: 16,065 shares 16,065 $63.9K 0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 59,520 shares; 2024Q3: 59,520 shares; 2024Q4: 59,520 shares; 2025Q1: 59,520 shares; 2025Q2: 59,520 shares; 2025Q3: 59,520 shares; 2025Q4: 59,520 shares; 2026Q1: 59,520 shares 59,520 $37.5K 0.01% 0 Timeline