QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236,792 shares; 2024Q4: 1,282,828 shares; 2025Q1: 1,883,917 shares; 2025Q2: 2,954,525 shares; 2025Q3: 3,005,601 shares; 2025Q4: 3,050,553 shares; 2026Q1: 3,292,676 shares; 2026Q2: 3,358,210 shares 3,358,210 $737M 13.98% +65,534 Timeline VSDB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,489,169 shares; 2026Q2: 8,199,393 shares 8,199,393 $626M 11.87% +4,710,224 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: 426,065 shares; 2024Q4: 455,150 shares; 2025Q1: 487,398 shares; 2025Q2: 533,783 shares; 2025Q3: 547,398 shares; 2025Q4: 557,287 shares; 2026Q1: 609,638 shares; 2026Q2: 646,536 shares 646,536 $484M 9.18% +36,898 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765,768 shares; 2024Q4: 3,309,979 shares; 2025Q1: 3,692,948 shares; 2025Q2: 3,895,752 shares; 2025Q3: 3,828,393 shares; 2025Q4: 3,690,972 shares; 2026Q1: 3,429,117 shares; 2026Q2: 3,398,409 shares 3,398,409 $404M 7.67% -30,708 Timeline VYMI 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: 2,513,878 shares; 2024Q4: 2,589,224 shares; 2025Q1: 2,578,996 shares; 2025Q2: 2,525,860 shares; 2025Q3: 2,529,655 shares; 2025Q4: 2,502,221 shares; 2026Q1: 3,064,412 shares; 2026Q2: 3,084,964 shares 3,084,964 $303M 5.75% +20,552 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: 3,672,755 shares; 2024Q4: 3,366,629 shares; 2025Q1: 3,390,855 shares; 2025Q2: 2,545,255 shares; 2025Q3: 2,569,238 shares; 2025Q4: 2,615,919 shares; 2026Q1: 2,677,093 shares; 2026Q2: 2,708,345 shares 2,708,345 $291M 5.53% +31,252 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: 3,858,079 shares; 2024Q4: 8,371,941 shares; 2025Q1: 8,620,943 shares; 2025Q2: 8,570,431 shares; 2025Q3: 8,762,910 shares; 2025Q4: 8,932,214 shares; 2026Q1: 9,411,516 shares; 2026Q2: 9,692,489 shares 9,692,489 $268M 5.09% +280,973 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,852,407 shares; 2025Q1: 4,325,944 shares; 2025Q2: 4,395,611 shares; 2025Q3: 4,486,329 shares; 2025Q4: 4,730,002 shares; 2026Q1: 4,819,490 shares; 2026Q2: 4,870,198 shares 4,870,198 $240M 4.56% +50,708 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 659,781 shares; 2025Q3: 664,061 shares; 2025Q4: 676,461 shares; 2026Q1: 683,699 shares; 2026Q2: 672,724 shares 672,724 $231M 4.37% -10,975 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; 2024Q3: 660,106 shares; 2024Q4: 695,908 shares; 2025Q1: 741,179 shares; 2025Q2: 795,512 shares; 2025Q3: 819,795 shares; 2025Q4: 847,200 shares; 2026Q1: 899,090 shares; 2026Q2: 961,906 shares 961,906 $190M 3.6% +62,816 Timeline SHYM 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: 75,938 shares; 2024Q4: 76,313 shares; 2025Q1: 95,500 shares; 2025Q2: 95,515 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,146,410 shares 8,146,410 $183M 3.47% new 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: 2,488,119 shares; 2024Q4: 2,550,303 shares; 2025Q1: 2,456,907 shares; 2025Q2: 2,926,845 shares; 2025Q3: 3,199,497 shares; 2025Q4: 3,556,836 shares; 2026Q1: 3,465,055 shares; 2026Q2: 3,570,951 shares 3,570,951 $181M 3.43% +105,896 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612,521 shares; 2024Q4: 1,629,934 shares; 2025Q1: 1,187,480 shares; 2025Q2: 1,311,200 shares; 2025Q3: 1,012,871 shares; 2025Q4: 1,035,330 shares; 2026Q1: 1,086,768 shares; 2026Q2: 1,115,920 shares 1,115,920 $153M 2.91% +29,152 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513,150 shares; 2024Q4: 4,630,059 shares; 2025Q1: 4,633,176 shares; 2025Q2: 4,726,458 shares; 2025Q3: 4,692,187 shares; 2025Q4: 4,679,398 shares; 2026Q1: 4,691,102 shares; 2026Q2: 4,658,623 shares 4,658,623 $137M 2.6% -32,479 Timeline PFFD 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: 2,233,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,963,093 shares; 2025Q3: 7,026,957 shares; 2025Q4: 7,370,268 shares; 2026Q1: 7,045,871 shares; 2026Q2: 6,826,192 shares 6,826,192 $128M 2.42% -219,679 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: 5,220 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,548,629 shares 1,548,629 $119M 2.26% new Timeline SCHE 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: 1,706,521 shares; 2024Q4: 1,789,869 shares; 2025Q1: 1,869,724 shares; 2025Q2: 1,950,673 shares; 2025Q3: 1,969,045 shares; 2025Q4: 2,002,676 shares; 2026Q1: 2,110,215 shares; 2026Q2: 2,198,585 shares 2,198,585 $79.7M 1.51% +88,370 Timeline FQAL 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: 984,665 shares; 2024Q4: 964,773 shares; 2025Q1: 944,390 shares; 2025Q2: 951,038 shares; 2025Q3: 932,277 shares; 2025Q4: 909,586 shares; 2026Q1: 900,088 shares; 2026Q2: 885,647 shares 885,647 $72.1M 1.37% -14,441 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712,154 shares; 2024Q4: 735,501 shares; 2025Q1: 733,931 shares; 2025Q2: 730,380 shares; 2025Q3: 725,487 shares; 2025Q4: 723,576 shares; 2026Q1: 702,396 shares; 2026Q2: 706,882 shares 706,882 $68.3M 1.29% +4,486 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; 2024Q3: 223,792 shares; 2024Q4: 214,623 shares; 2025Q1: 207,994 shares; 2025Q2: 221,110 shares; 2025Q3: 219,453 shares; 2025Q4: 215,245 shares; 2026Q1: 219,081 shares; 2026Q2: 216,318 shares 216,318 $66.3M 1.26% -2,763 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,712 shares; 2024Q4: 374,546 shares; 2025Q1: 416,386 shares; 2025Q2: 429,791 shares; 2025Q3: 425,914 shares; 2025Q4: 402,733 shares; 2026Q1: 398,406 shares; 2026Q2: 395,689 shares 395,689 $35.7M 0.68% -2,717 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,958 shares; 2024Q4: 343,362 shares; 2025Q1: 340,525 shares; 2025Q2: 359,977 shares; 2025Q3: 360,195 shares; 2025Q4: 358,216 shares; 2026Q1: 342,827 shares; 2026Q2: 341,915 shares 341,915 $31.2M 0.59% -912 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,941 shares; 2024Q4: 312,272 shares; 2025Q1: 300,058 shares; 2025Q2: 295,906 shares; 2025Q3: 290,218 shares; 2025Q4: 291,237 shares; 2026Q1: 291,617 shares; 2026Q2: 284,164 shares 284,164 $27.9M 0.53% -7,453 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: 332,464 shares; 2024Q4: 336,216 shares; 2025Q1: 338,343 shares; 2025Q2: 342,931 shares; 2025Q3: 334,211 shares; 2025Q4: 320,235 shares; 2026Q1: 306,540 shares; 2026Q2: 309,975 shares 309,975 $25.7M 0.49% +3,435 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,692 shares; 2024Q4: 204,775 shares; 2025Q1: 137,812 shares; 2025Q2: 127,969 shares; 2025Q3: 127,893 shares; 2025Q4: 127,889 shares; 2026Q1: 138,135 shares; 2026Q2: 143,189 shares 143,189 $18.9M 0.36% +5,054 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127,788 shares 127,788 $10.5M 0.2% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,201 shares; 2024Q4: 44,380 shares; 2025Q1: 45,518 shares; 2025Q2: 49,011 shares; 2025Q3: 36,749 shares; 2025Q4: 34,183 shares; 2026Q1: 33,799 shares; 2026Q2: 33,887 shares 33,887 $10.3M 0.19% +88 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,552 shares; 2024Q4: 87,747 shares; 2025Q1: 91,270 shares; 2025Q2: 82,556 shares; 2025Q3: 81,720 shares; 2025Q4: 78,735 shares; 2026Q1: 126,099 shares; 2026Q2: 124,727 shares 124,727 $10.3M 0.19% -1,372 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,930 shares; 2024Q4: 113,790 shares; 2025Q1: 99,752 shares; 2025Q2: 57,871 shares; 2025Q3: 57,969 shares; 2025Q4: 57,918 shares; 2026Q1: 90,685 shares; 2026Q2: 90,566 shares 90,566 $9.31M 0.18% -119 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: 4,257,335 shares; 2024Q4: 11,062,243 shares; 2025Q1: 11,520,110 shares; 2025Q2: 396,483 shares; 2025Q3: 395,713 shares; 2025Q4: 349,405 shares; 2026Q1: 296,407 shares; 2026Q2: 293,403 shares 293,403 $9.3M 0.18% -3,004 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: 228,076 shares; 2024Q4: 223,365 shares; 2025Q1: 217,495 shares; 2025Q2: 204,514 shares; 2025Q3: 204,530 shares; 2025Q4: 203,722 shares; 2026Q1: 201,654 shares; 2026Q2: 197,945 shares 197,945 $9.14M 0.17% -3,709 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 27,785 shares 27,785 $7.95M 0.15% new 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; 2024Q3: 22,225 shares; 2024Q4: 94,690 shares; 2025Q1: 145,992 shares; 2025Q2: 171,905 shares; 2025Q3: 189,826 shares; 2025Q4: 205,856 shares; 2026Q1: 220,575 shares; 2026Q2: 227,877 shares 227,877 $7.71M 0.15% +7,302 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,740 shares; 2024Q4: 225,271 shares; 2025Q1: 226,320 shares; 2025Q2: 246,306 shares; 2025Q3: 203,613 shares; 2025Q4: 202,769 shares; 2026Q1: 198,315 shares; 2026Q2: 192,575 shares 192,575 $6.96M 0.13% -5,740 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: 3,260 shares; 2024Q4: 4,984 shares; 2025Q1: 5,404 shares; 2025Q2: 5,919 shares; 2025Q3: 6,032 shares; 2025Q4: 6,089 shares; 2026Q1: 6,295 shares; 2026Q2: 7,533 shares 7,533 $5.17M 0.1% +1,238 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,812 shares; 2025Q2: 270,765 shares; 2025Q3: 283,056 shares; 2025Q4: 287,779 shares; 2026Q1: 286,424 shares; 2026Q2: 294,906 shares 294,906 $5.09M 0.1% +8,482 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: 6,233 shares; 2024Q4: 6,231 shares; 2025Q1: 6,597 shares; 2025Q2: 6,651 shares; 2025Q3: 6,299 shares; 2025Q4: 6,263 shares; 2026Q1: 6,278 shares; 2026Q2: 6,613 shares 6,613 $4.94M 0.09% +335 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: 32,473 shares; 2024Q4: 32,473 shares; 2025Q1: 34,403 shares; 2025Q2: 34,403 shares; 2025Q3: 34,403 shares; 2025Q4: 34,420 shares; 2026Q1: 33,637 shares; 2026Q2: 35,489 shares 35,489 $3.69M 0.07% +1,852 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,310 shares; 2024Q4: 1,537,350 shares; 2025Q1: 1,478,842 shares; 2025Q2: 1,340,239 shares; 2025Q3: 1,403,767 shares; 2025Q4: 1,510,839 shares; 2026Q1: 1,796,639 shares; 2026Q2: 54,702 shares 54,702 $3.17M 0.06% -1,741,937 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: 7,898 shares; 2024Q4: 7,938 shares; 2025Q1: 7,472 shares; 2025Q2: 7,232 shares; 2025Q3: 7,232 shares; 2025Q4: 7,893 shares; 2026Q1: 7,815 shares; 2026Q2: 10,340 shares 10,340 $2.99M 0.06% +2,525 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: 3,938 shares; 2024Q4: 5,780 shares; 2025Q1: 4,650 shares; 2025Q2: 5,655 shares; 2025Q3: 6,047 shares; 2025Q4: 6,117 shares; 2026Q1: 6,619 shares; 2026Q2: 7,987 shares 7,987 $2.96M 0.06% +1,368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,732 shares 32,732 $2.33M 0.04% new Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253,135 shares; 2024Q4: 1,277,751 shares; 2025Q1: 79,217 shares; 2025Q2: 44,334 shares; 2025Q3: 42,115 shares; 2025Q4: 31,869 shares; 2026Q1: 24,358 shares; 2026Q2: 23,908 shares 23,908 $2.22M 0.04% -450 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: 6,542 shares; 2024Q4: 6,550 shares; 2025Q1: 6,584 shares; 2025Q2: 6,715 shares; 2025Q3: 6,558 shares; 2025Q4: 6,484 shares; 2026Q1: 6,597 shares; 2026Q2: 7,368 shares 7,368 $2.21M 0.04% +771 Timeline VGSH 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: 7,171,410 shares; 2024Q4: 7,410,127 shares; 2025Q1: 7,535,912 shares; 2025Q2: 7,300,821 shares; 2025Q3: 7,525,339 shares; 2025Q4: 8,078,817 shares; 2026Q1: 5,832,672 shares; 2026Q2: 35,958 shares 35,958 $2.09M 0.04% -5,796,714 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: 5,297 shares; 2024Q4: 5,117 shares; 2025Q1: 5,082 shares; 2025Q2: 4,909 shares; 2025Q3: 4,903 shares; 2025Q4: 5,197 shares; 2026Q1: 5,330 shares; 2026Q2: 5,521 shares 5,521 $2.06M 0.04% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,710 shares 14,710 $2.02M 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,515 shares; 2024Q4: 19,761 shares; 2025Q1: 20,186 shares; 2025Q2: 19,904 shares; 2025Q3: 19,904 shares; 2025Q4: 19,739 shares; 2026Q1: 19,122 shares; 2026Q2: 19,124 shares 19,124 $1.96M 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,443 shares 8,443 $1.92M 0.04% new 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: 1,367 shares; 2024Q4: 2,021 shares; 2025Q1: 2,138 shares; 2025Q2: 3,946 shares; 2025Q3: 4,485 shares; 2025Q4: 4,724 shares; 2026Q1: 5,755 shares; 2026Q2: 8,075 shares 8,075 $1.91M 0.04% +2,320 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: 2,490 shares; 2024Q4: 2,577 shares; 2025Q1: 3,221 shares; 2025Q2: 3,200 shares; 2025Q3: 2,728 shares; 2025Q4: 2,859 shares; 2026Q1: 2,965 shares; 2026Q2: 14,882 shares 14,882 $1.85M 0.04% +11,917 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,761 shares; 2024Q4: 11,570 shares; 2025Q1: 13,256 shares; 2025Q2: 13,770 shares; 2025Q3: 13,957 shares; 2025Q4: 13,742 shares; 2026Q1: 13,535 shares; 2026Q2: 13,411 shares 13,411 $1.78M 0.03% -124 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,338 shares; 2025Q1: 3,577 shares; 2025Q2: 5,530 shares; 2025Q3: 6,155 shares; 2025Q4: 6,966 shares; 2026Q1: 12,185 shares; 2026Q2: 19,735 shares 19,735 $1.73M 0.03% +7,550 Timeline IWR 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: 8,421 shares; 2025Q1: 16,094 shares; 2025Q2: 15,799 shares; 2025Q3: 15,542 shares; 2025Q4: 14,593 shares; 2026Q1: 14,268 shares; 2026Q2: 13,639 shares 13,639 $1.5M 0.03% -629 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: 2,440 shares; 2025Q1: 2,770 shares; 2025Q2: 2,977 shares; 2025Q3: 2,974 shares; 2025Q4: 2,964 shares; 2026Q1: 3,005 shares; 2026Q2: 6,183 shares 6,183 $1.5M 0.03% +3,178 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: 4,241 shares; 2024Q4: 13,533 shares; 2025Q1: 5,961 shares; 2025Q2: 8,017 shares; 2025Q3: 8,514 shares; 2025Q4: 11,934 shares; 2026Q1: 11,615 shares; 2026Q2: 14,675 shares 14,675 $1.45M 0.03% +3,060 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,637 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,635 shares; 2025Q4: 1,614 shares; 2026Q1: 1,892 shares; 2026Q2: 2,050 shares 2,050 $1.44M 0.03% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,080 shares; 2025Q3: 5,892 shares; 2025Q4: 7,061 shares; 2026Q1: 12,640 shares; 2026Q2: 24,209 shares 24,209 $1.37M 0.03% +11,569 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,341 shares; 2026Q2: 3,341 shares 3,341 $1.23M 0.02% 0 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: 9,513 shares; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares; 2026Q1: 8,027 shares; 2026Q2: 7,065 shares 7,065 $1.16M 0.02% -962 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 2,058 shares; 2025Q1: 2,154 shares; 2025Q2: 2,322 shares; 2025Q3: 2,317 shares; 2025Q4: 2,450 shares; 2026Q1: 2,262 shares; 2026Q2: 13,179 shares 13,179 $1.14M 0.02% +10,917 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,495 shares; 2026Q2: 13,889 shares 13,889 $1.02M 0.02% +3,394 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 48,662 shares; 2026Q2: 48,662 shares 48,662 $996K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,843 shares; 2025Q3: 4,409 shares; 2025Q4: 5,153 shares; 2026Q1: 9,994 shares; 2026Q2: 16,113 shares 16,113 $990K 0.02% +6,119 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,602 shares; 2024Q4: 33,322 shares; 2025Q1: 33,322 shares; 2025Q2: 31,491 shares; 2025Q3: 30,808 shares; 2025Q4: 29,459 shares; 2026Q1: 29,726 shares; 2026Q2: 29,766 shares 29,766 $957K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,691 shares 17,691 $877K 0.02% new Timeline SCHY 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: not reported; 2025Q3: 7,621 shares; 2025Q4: 8,806 shares; 2026Q1: 14,951 shares; 2026Q2: 26,943 shares 26,943 $855K 0.02% +11,992 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: 2,550 shares; 2024Q4: 2,581 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,859 shares; 2026Q1: 3,344 shares; 2026Q2: 3,562 shares 3,562 $849K 0.02% +218 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,189 shares; 2024Q4: 5,005 shares; 2025Q1: 5,354 shares; 2025Q2: 5,690 shares; 2025Q3: 5,880 shares; 2025Q4: 6,039 shares; 2026Q1: 7,041 shares; 2026Q2: 7,433 shares 7,433 $791K 0.02% +392 Timeline IWY 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: 2,635 shares 2,635 $766K 0.01% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,630 shares 3,630 $726K 0.01% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706 shares; 2024Q4: 706 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 601 shares; 2026Q1: 666 shares; 2026Q2: 663 shares 663 $706K 0.01% -3 Timeline FDMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,831 shares; 2025Q3: 9,108 shares; 2025Q4: 8,961 shares; 2026Q1: 7,448 shares; 2026Q2: 6,843 shares 6,843 $675K 0.01% -605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,465 shares; 2026Q1: 2,501 shares; 2026Q2: 3,125 shares 3,125 $665K 0.01% +624 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: 3,954 shares; 2024Q4: 4,282 shares; 2025Q1: 4,165 shares; 2025Q2: 4,183 shares; 2025Q3: 3,655 shares; 2025Q4: 3,452 shares; 2026Q1: 3,425 shares; 2026Q2: 4,133 shares 4,133 $613K 0.01% +708 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $603K 0.01% 0 Timeline DGRE 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: not reported; 2025Q4: not reported; 2026Q1: 10,030 shares; 2026Q2: 14,570 shares 14,570 $595K 0.01% +4,540 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: not reported; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares 6,750 $565K 0.01% 0 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; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 938 shares; 2026Q1: 918 shares; 2026Q2: 960 shares 960 $541K 0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,869 shares 7,869 $535K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,341 shares; 2025Q4: 1,334 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $526K 0.01% 0 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: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,385 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $512K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,355 shares; 2025Q2: 2,272 shares; 2025Q3: 2,053 shares; 2025Q4: 1,978 shares; 2026Q1: 3,153 shares; 2026Q2: 3,471 shares 3,471 $508K 0.01% +318 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,044 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $491K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 382 shares; 2025Q4: 365 shares; 2026Q1: 496 shares; 2026Q2: 660 shares 660 $486K 0.01% +164 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 808 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 836 shares; 2026Q1: 898 shares; 2026Q2: 942 shares 942 $484K 0.01% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 1,323 shares 1,323 $473K 0.01% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,856 shares 5,856 $472K 0.01% new Timeline IGRO 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: 3,358 shares; 2026Q2: 4,895 shares 4,895 $430K 0.01% +1,537 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: 1,115 shares; 2024Q4: 1,137 shares; 2025Q1: 1,115 shares; 2025Q2: 1,126 shares; 2025Q3: 1,115 shares; 2025Q4: 1,273 shares; 2026Q1: 1,197 shares; 2026Q2: 1,284 shares 1,284 $420K 0.01% +87 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $407K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,694 shares; 2024Q4: 21,585 shares; 2025Q1: 6,660 shares; 2025Q2: 5,164 shares; 2025Q3: 5,431 shares; 2025Q4: 5,464 shares; 2026Q1: 5,272 shares; 2026Q2: 6,792 shares 6,792 $405K 0.01% +1,520 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,691 shares; 2024Q4: 8,691 shares; 2025Q1: 8,691 shares; 2025Q2: 8,733 shares; 2025Q3: 8,762 shares; 2025Q4: 8,762 shares; 2026Q1: 8,762 shares; 2026Q2: 9,445 shares 9,445 $387K 0.01% +683 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 923 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $385K 0.01% 0 Timeline QEFA 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: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 3,915 shares; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,516 shares; 2026Q2: 3,727 shares 3,727 $358K 0.01% +211 Timeline DFUV 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: 6,283 shares; 2024Q4: 6,283 shares; 2025Q1: 6,283 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares; 2026Q1: 6,283 shares; 2026Q2: 6,283 shares 6,283 $346K 0.01% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $344K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $340K 0.01% 0 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: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,807 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $336K 0.01% 0 Timeline IWS 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: 1,675 shares; 2026Q2: 1,923 shares 1,923 $317K 0.01% +248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 895 shares 895 $316K 0.01% -8 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,243,079 shares; 2024Q4: 3,249,533 shares; 2025Q1: 2,285,794 shares; 2025Q2: 1,466,307 shares; 2025Q3: 1,491,677 shares; 2025Q4: 1,565,416 shares; 2026Q1: not reported; 2026Q2: 4,197 shares 4,197 $308K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,003 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $270K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 230 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $261K <0.01% new 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: not reported; 2024Q4: 2,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,052 shares; 2026Q2: 1,125 shares 1,125 $245K <0.01% +73 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: 15,367 shares; 2024Q4: 15,505 shares; 2025Q1: 14,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $237K <0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 501 shares; 2025Q1: 495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $235K <0.01% new 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: 545 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: 545 shares; 2025Q4: 748 shares; 2026Q1: 613 shares; 2026Q2: 648 shares 648 $229K <0.01% +35 Timeline VUSE ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,058 shares 3,058 $221K <0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,851 shares 2,851 $216K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,868 shares 3,868 $209K <0.01% new Timeline QGRW 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,156 shares 3,156 $208K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $203K <0.01% 0 Timeline