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; 2024Q4: 292,366 shares; 2025Q1: 335,837 shares; 2025Q2: 428,204 shares; 2025Q3: 485,934 shares; 2025Q4: 506,913 shares; 2026Q1: 533,771 shares; 2026Q2: 528,713 shares; 2026Q3: 598,055 shares 598,055 $129M 14.28% +69,342 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; 2024Q4: 117,904 shares; 2025Q1: 136,533 shares; 2025Q2: 173,696 shares; 2025Q3: 189,782 shares; 2025Q4: 196,117 shares; 2026Q1: 205,794 shares; 2026Q2: 1,199,589 shares; 2026Q3: 1,257,347 shares 1,257,347 $113M 12.52% +57,758 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 902,631 shares; 2025Q1: 1,440,757 shares; 2025Q2: 1,196,415 shares; 2025Q3: 955,005 shares; 2025Q4: 942,798 shares; 2026Q1: 958,193 shares; 2026Q2: 883,009 shares; 2026Q3: 853,862 shares 853,862 $85.5M 9.44% -29,147 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; 2024Q4: 84,526 shares; 2025Q1: 95,723 shares; 2025Q2: 121,452 shares; 2025Q3: 134,525 shares; 2025Q4: 142,804 shares; 2026Q1: 147,086 shares; 2026Q2: 590,098 shares; 2026Q3: 778,588 shares 778,588 $61.1M 6.75% +188,490 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,869 shares; 2025Q1: 32,268 shares; 2025Q2: 120,964 shares; 2025Q3: 250,198 shares; 2025Q4: 285,258 shares; 2026Q1: 368,010 shares; 2026Q2: 388,506 shares; 2026Q3: 550,410 shares 550,410 $53.3M 5.89% +161,904 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; 2024Q4: 65,632 shares; 2025Q1: 299,328 shares; 2025Q2: 500,885 shares; 2025Q3: 496,050 shares; 2025Q4: 509,525 shares; 2026Q1: 546,446 shares; 2026Q2: 597,935 shares; 2026Q3: 849,151 shares 849,151 $48.1M 5.32% +251,216 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 110,938 shares; 2025Q2: 272,127 shares; 2025Q3: 349,206 shares; 2025Q4: 409,324 shares; 2026Q1: 383,517 shares; 2026Q2: 412,146 shares; 2026Q3: 570,107 shares 570,107 $43.2M 4.77% +157,961 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,514 shares; 2025Q1: 235,880 shares; 2025Q2: 377,758 shares; 2025Q3: 446,134 shares; 2025Q4: 477,655 shares; 2026Q1: 527,586 shares; 2026Q2: 536,810 shares; 2026Q3: 447,097 shares 447,097 $36.3M 4.01% -89,713 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,688 shares; 2025Q1: 109,794 shares; 2025Q2: 159,800 shares; 2025Q3: 190,701 shares; 2025Q4: 204,609 shares; 2026Q1: 211,999 shares; 2026Q2: 210,271 shares; 2026Q3: 225,804 shares 225,804 $30.7M 3.39% +15,533 Timeline QGRO 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; 2024Q4: 58,422 shares; 2025Q1: 59,415 shares; 2025Q2: 63,587 shares; 2025Q3: 72,307 shares; 2025Q4: 80,825 shares; 2026Q1: 119,170 shares; 2026Q2: 117,502 shares; 2026Q3: 209,069 shares 209,069 $24.5M 2.71% +91,567 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,842 shares; 2025Q1: 244,953 shares; 2025Q2: 327,259 shares; 2025Q3: 369,776 shares; 2025Q4: 377,290 shares; 2026Q1: 392,858 shares; 2026Q2: 387,547 shares; 2026Q3: 359,635 shares 359,635 $19M 2.1% -27,912 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,257 shares; 2025Q1: 61,052 shares; 2025Q2: 59,988 shares; 2025Q3: 78,879 shares; 2025Q4: 108,496 shares; 2026Q1: 108,526 shares; 2026Q2: 95,842 shares; 2026Q3: 199,952 shares 199,952 $18.3M 2.02% +104,110 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140,353 shares; 2025Q1: 158,504 shares; 2025Q2: 360,500 shares; 2025Q3: 366,964 shares; 2025Q4: 381,924 shares; 2026Q1: 402,069 shares; 2026Q2: 398,354 shares; 2026Q3: 406,962 shares 406,962 $18.2M 2.01% +8,608 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,799 shares; 2025Q1: 147,238 shares; 2025Q2: 170,172 shares; 2025Q3: 180,236 shares; 2025Q4: 186,204 shares; 2026Q1: 185,669 shares; 2026Q2: 185,828 shares; 2026Q3: 165,886 shares 165,886 $17.7M 1.96% -19,942 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; 2024Q4: 24,266 shares; 2025Q1: 24,267 shares; 2025Q2: 24,359 shares; 2025Q3: 24,395 shares; 2025Q4: 24,053 shares; 2026Q1: 23,967 shares; 2026Q2: 22,771 shares; 2026Q3: 22,700 shares 22,700 $17.3M 1.91% -71 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 185,224 shares; 2025Q2: 294,387 shares; 2025Q3: 309,627 shares; 2025Q4: 254,239 shares; 2026Q1: 255,581 shares; 2026Q2: 207,201 shares; 2026Q3: 226,573 shares 226,573 $17.1M 1.89% +19,372 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; 2024Q4: 41,207 shares; 2025Q1: 40,988 shares; 2025Q2: 40,988 shares; 2025Q3: 40,989 shares; 2025Q4: 40,992 shares; 2026Q1: 40,993 shares; 2026Q2: 40,974 shares; 2026Q3: 40,974 shares 40,974 $9.56M 1.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,448 shares; 2025Q1: 81,448 shares; 2025Q2: 64,366 shares; 2025Q3: 64,366 shares; 2025Q4: 64,356 shares; 2026Q1: 64,356 shares; 2026Q2: 64,356 shares; 2026Q3: 65,022 shares 65,022 $6.76M 0.75% +666 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,387 shares; 2025Q1: 29,262 shares; 2025Q2: 29,262 shares; 2025Q3: 29,262 shares; 2025Q4: 29,079 shares; 2026Q1: 29,079 shares; 2026Q2: 29,079 shares; 2026Q3: 29,079 shares 29,079 $6.64M 0.73% 0 Timeline ASIA MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 329,432 shares; 2025Q1: 319,393 shares; 2025Q2: 245,306 shares; 2025Q3: 240,574 shares; 2025Q4: 239,025 shares; 2026Q1: 239,370 shares; 2026Q2: 229,271 shares; 2026Q3: 135,295 shares 135,295 $5.6M 0.62% -93,976 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,051 shares; 2025Q1: 23,035 shares; 2025Q2: 15,448 shares; 2025Q3: 15,626 shares; 2025Q4: 15,624 shares; 2026Q1: 15,625 shares; 2026Q2: 16,200 shares; 2026Q3: 16,026 shares 16,026 $5.34M 0.59% -174 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; 2024Q4: 19,993 shares; 2025Q1: 19,971 shares; 2025Q2: 19,396 shares; 2025Q3: 19,396 shares; 2025Q4: 19,674 shares; 2026Q1: 19,674 shares; 2026Q2: 19,304 shares; 2026Q3: 18,758 shares 18,758 $5.34M 0.59% -546 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; 2024Q4: 13,927 shares; 2025Q1: 14,023 shares; 2025Q2: 13,904 shares; 2025Q3: 13,828 shares; 2025Q4: 12,798 shares; 2026Q1: 35,365 shares; 2026Q2: 48,848 shares; 2026Q3: 70,764 shares 70,764 $5M 0.55% +21,916 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,825 shares; 2025Q1: 26,180 shares; 2025Q2: 30,150 shares; 2025Q3: 30,150 shares; 2025Q4: 29,906 shares; 2026Q1: 29,906 shares; 2026Q2: 29,821 shares; 2026Q3: 29,821 shares 29,821 $4.24M 0.47% 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; 2024Q4: 29,486 shares; 2025Q1: 30,134 shares; 2025Q2: 32,481 shares; 2025Q3: 33,930 shares; 2025Q4: 34,263 shares; 2026Q1: 45,109 shares; 2026Q2: 65,257 shares; 2026Q3: 67,026 shares 67,026 $3.98M 0.44% +1,769 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,654 shares; 2025Q1: 14,681 shares; 2025Q2: 14,660 shares; 2025Q3: 14,660 shares; 2025Q4: 14,660 shares; 2026Q1: 14,660 shares; 2026Q2: 14,660 shares; 2026Q3: 14,660 shares 14,660 $3.63M 0.4% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,103 shares; 2025Q1: 21,659 shares; 2025Q2: 23,257 shares; 2025Q3: 24,700 shares; 2025Q4: 25,686 shares; 2026Q1: 26,073 shares; 2026Q2: 25,934 shares; 2026Q3: 71,846 shares 71,846 $3.55M 0.39% +45,912 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,669 shares; 2025Q1: 29,669 shares; 2025Q2: 33,355 shares; 2025Q3: 33,355 shares; 2025Q4: 33,355 shares; 2026Q1: 33,355 shares; 2026Q2: 33,355 shares; 2026Q3: 33,170 shares 33,170 $3.54M 0.39% -185 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,159 shares; 2025Q1: 15,133 shares; 2025Q2: 15,133 shares; 2025Q3: 15,133 shares; 2025Q4: 15,133 shares; 2026Q1: 15,133 shares; 2026Q2: 15,133 shares; 2026Q3: 15,081 shares 15,081 $3.48M 0.38% -52 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,318 shares; 2025Q1: 6,294 shares; 2025Q2: 6,281 shares; 2025Q3: 6,903 shares; 2025Q4: 6,826 shares; 2026Q1: 6,854 shares; 2026Q2: 6,745 shares; 2026Q3: 6,302 shares 6,302 $3.23M 0.36% -443 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,181 shares; 2025Q1: 33,181 shares; 2025Q2: 31,590 shares; 2025Q3: 31,430 shares; 2025Q4: 30,884 shares; 2026Q1: 31,087 shares; 2026Q2: 28,251 shares; 2026Q3: 27,419 shares 27,419 $3.19M 0.35% -832 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 40,922 shares; 2025Q2: 139,482 shares; 2025Q3: 180,711 shares; 2025Q4: 198,707 shares; 2026Q1: 164,669 shares; 2026Q2: 91,287 shares; 2026Q3: 61,694 shares 61,694 $3.19M 0.35% -29,593 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,520 shares; 2025Q1: 47,365 shares; 2025Q2: 47,365 shares; 2025Q3: 47,365 shares; 2025Q4: 47,365 shares; 2026Q1: 47,365 shares; 2026Q2: 47,365 shares; 2026Q3: 47,365 shares 47,365 $3.16M 0.35% 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; 2024Q4: 4,385 shares; 2025Q1: 4,385 shares; 2025Q2: 4,385 shares; 2025Q3: 4,332 shares; 2025Q4: 4,207 shares; 2026Q1: 4,227 shares; 2026Q2: 4,207 shares; 2026Q3: 4,223 shares 4,223 $3.12M 0.35% +16 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,745 shares; 2025Q1: 29,909 shares; 2025Q2: 41,231 shares; 2025Q3: 51,819 shares; 2025Q4: 55,271 shares; 2026Q1: 55,764 shares; 2026Q2: 56,453 shares; 2026Q3: 39,012 shares 39,012 $2.94M 0.32% -17,441 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,554 shares 13,554 $2.86M 0.32% new Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,984 shares; 2025Q1: 11,984 shares; 2025Q2: 11,984 shares; 2025Q3: 19,527 shares; 2025Q4: 20,079 shares; 2026Q1: 20,079 shares; 2026Q2: 22,103 shares; 2026Q3: 26,635 shares 26,635 $2.52M 0.28% +4,532 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,289 shares; 2025Q1: 140,753 shares; 2025Q2: 140,753 shares; 2025Q3: 128,718 shares; 2025Q4: 128,718 shares; 2026Q1: 128,718 shares; 2026Q2: 76,394 shares; 2026Q3: 76,394 shares 76,394 $2.43M 0.27% 0 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; 2024Q4: 11,895 shares; 2025Q1: 11,864 shares; 2025Q2: 11,864 shares; 2025Q3: 11,864 shares; 2025Q4: 11,864 shares; 2026Q1: 11,864 shares; 2026Q2: 11,864 shares; 2026Q3: 11,864 shares 11,864 $2.32M 0.26% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,936 shares; 2025Q1: 16,936 shares; 2025Q2: 16,404 shares; 2025Q3: 16,404 shares; 2025Q4: 16,404 shares; 2026Q1: 16,322 shares; 2026Q2: 16,037 shares; 2026Q3: 14,261 shares 14,261 $2.29M 0.25% -1,776 Timeline MEMS MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,581 shares; 2025Q1: 58,461 shares; 2025Q2: 86,078 shares; 2025Q3: 85,688 shares; 2025Q4: 85,918 shares; 2026Q1: 85,883 shares; 2026Q2: 87,942 shares; 2026Q3: 75,562 shares 75,562 $2.27M 0.25% -12,380 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; 2024Q4: 1,502 shares; 2025Q1: 1,600 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,616 shares; 2026Q1: 1,650 shares; 2026Q2: 2,410 shares; 2026Q3: 3,140 shares 3,140 $2.2M 0.24% +730 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,523 shares; 2025Q1: 3,523 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares; 2026Q3: 2,709 shares 2,709 $2.2M 0.24% +9 Timeline DDX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,652 shares; 2025Q1: 85,654 shares; 2025Q2: 86,564 shares; 2025Q3: 87,332 shares; 2025Q4: 88,427 shares; 2026Q1: 88,760 shares; 2026Q2: 89,572 shares; 2026Q3: 88,761 shares 88,761 $2.19M 0.24% -811 Timeline XLK 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; 2024Q4: 5,602 shares; 2025Q1: 5,602 shares; 2025Q2: 5,602 shares; 2025Q3: 5,602 shares; 2025Q4: 11,202 shares; 2026Q1: 11,202 shares; 2026Q2: 11,202 shares; 2026Q3: 11,177 shares 11,177 $2.19M 0.24% -25 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,786 shares; 2025Q1: 22,786 shares; 2025Q2: 22,786 shares; 2025Q3: 22,736 shares; 2025Q4: 22,736 shares; 2026Q1: 22,736 shares; 2026Q2: 22,736 shares; 2026Q3: 22,736 shares 22,736 $2.14M 0.24% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,205 shares 13,205 $2.05M 0.23% 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; 2024Q4: 22,263 shares; 2025Q1: 21,955 shares; 2025Q2: 22,371 shares; 2025Q3: 10,682 shares; 2025Q4: 9,453 shares; 2026Q1: 9,293 shares; 2026Q2: 8,784 shares; 2026Q3: 8,844 shares 8,844 $2.02M 0.22% +60 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,598 shares; 2025Q1: 15,372 shares; 2025Q2: 14,146 shares; 2025Q3: 14,255 shares; 2025Q4: 15,334 shares; 2026Q1: 15,434 shares; 2026Q2: 15,806 shares; 2026Q3: 21,240 shares 21,240 $2.01M 0.22% +5,434 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,314 shares; 2025Q2: 38,368 shares; 2025Q3: 44,367 shares; 2025Q4: 49,388 shares; 2026Q1: 49,833 shares; 2026Q2: 47,468 shares; 2026Q3: 47,423 shares 47,423 $1.88M 0.21% -45 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,248 shares; 2025Q1: 12,248 shares; 2025Q2: 12,172 shares; 2025Q3: 11,862 shares; 2025Q4: 11,377 shares; 2026Q1: 11,077 shares; 2026Q2: 10,642 shares; 2026Q3: 9,985 shares 9,985 $1.78M 0.2% -657 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; 2024Q4: 3,884 shares; 2025Q1: 3,923 shares; 2025Q2: 4,614 shares; 2025Q3: 4,603 shares; 2025Q4: 4,604 shares; 2026Q1: 4,604 shares; 2026Q2: 4,576 shares; 2026Q3: 4,566 shares 4,566 $1.71M 0.19% -10 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; 2024Q4: 4,891 shares; 2025Q1: 4,891 shares; 2025Q2: 4,891 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 4,917 shares; 2026Q2: 4,651 shares; 2026Q3: 4,651 shares 4,651 $1.64M 0.18% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 7,240 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 7,240 shares; 2026Q2: 7,240 shares; 2026Q3: 7,240 shares 7,240 $1.58M 0.17% 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; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares; 2026Q3: 9,200 shares 9,200 $1.53M 0.17% 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; 2024Q4: 4,297 shares; 2025Q1: 4,301 shares; 2025Q2: 4,301 shares; 2025Q3: 4,301 shares; 2025Q4: 4,252 shares; 2026Q1: 4,206 shares; 2026Q2: 4,130 shares; 2026Q3: 4,166 shares 4,166 $1.43M 0.16% +36 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,400 shares 3,400 $1.41M 0.16% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,150 shares; 2025Q1: 49,670 shares; 2025Q2: 48,335 shares; 2025Q3: 36,630 shares; 2025Q4: 34,430 shares; 2026Q1: 34,430 shares; 2026Q2: 34,430 shares; 2026Q3: 30,130 shares 30,130 $1.41M 0.16% -4,300 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; 2024Q4: 14,409 shares; 2025Q1: 14,409 shares; 2025Q2: 16,195 shares; 2025Q3: 16,965 shares; 2025Q4: 16,965 shares; 2026Q1: 16,965 shares; 2026Q2: 16,965 shares; 2026Q3: 16,965 shares 16,965 $1.39M 0.15% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 7,969 shares; 2025Q4: 7,969 shares; 2026Q1: 7,969 shares; 2026Q2: 12,439 shares; 2026Q3: 13,455 shares 13,455 $1.39M 0.15% +1,016 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,340 shares; 2025Q1: 11,481 shares; 2025Q2: 11,481 shares; 2025Q3: 11,481 shares; 2025Q4: 11,481 shares; 2026Q1: 11,401 shares; 2026Q2: 11,220 shares; 2026Q3: 11,220 shares 11,220 $1.24M 0.14% 0 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,108 shares; 2025Q3: 28,838 shares; 2025Q4: 28,743 shares; 2026Q1: 28,743 shares; 2026Q2: 28,743 shares; 2026Q3: 28,320 shares 28,320 $1.21M 0.13% -423 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,269 shares; 2025Q1: 3,502 shares; 2025Q2: 244,292 shares; 2025Q3: 244,331 shares; 2025Q4: 245,406 shares; 2026Q1: 242,318 shares; 2026Q2: 241,105 shares; 2026Q3: 7,556 shares 7,556 $1.2M 0.13% -233,549 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,049 shares; 2025Q1: 5,039 shares; 2025Q2: 4,973 shares; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares; 2026Q1: 3,400 shares; 2026Q2: 4,500 shares; 2026Q3: 4,500 shares 4,500 $1.19M 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares; 2026Q3: 3,035 shares 3,035 $1.16M 0.13% +2,345 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,297 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares; 2026Q3: 1,456 shares 1,456 $1.11M 0.12% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 8,043 shares; 2025Q4: 8,043 shares; 2026Q1: 8,614 shares; 2026Q2: 13,351 shares; 2026Q3: 13,499 shares 13,499 $1.09M 0.12% +148 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,670 shares; 2025Q1: 8,620 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares; 2026Q3: 2,960 shares 2,960 $1.04M 0.11% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,182 shares; 2025Q1: 3,157 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,082 shares; 2026Q1: 2,783 shares; 2026Q2: 3,797 shares; 2026Q3: 3,797 shares 3,797 $993K 0.11% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,107 shares; 2025Q1: 4,017 shares; 2025Q2: 3,884 shares; 2025Q3: 3,884 shares; 2025Q4: 3,887 shares; 2026Q1: 2,938 shares; 2026Q2: 6,381 shares; 2026Q3: 5,992 shares 5,992 $975K 0.11% -389 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares; 2026Q3: 5,950 shares 5,950 $819K 0.09% 0 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; 2024Q4: 29,488 shares; 2025Q1: 29,488 shares; 2025Q2: 29,488 shares; 2025Q3: 29,488 shares; 2025Q4: 29,488 shares; 2026Q1: 29,488 shares; 2026Q2: 29,488 shares; 2026Q3: 29,488 shares 29,488 $810K 0.09% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,602 shares; 2025Q1: 11,955 shares; 2025Q2: 11,874 shares; 2025Q3: 11,874 shares; 2025Q4: 12,245 shares; 2026Q1: 12,245 shares; 2026Q2: 16,309 shares; 2026Q3: 16,011 shares 16,011 $773K 0.09% -298 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 7,132 shares; 2025Q3: 7,138 shares; 2025Q4: 7,123 shares; 2026Q1: 7,123 shares; 2026Q2: 7,591 shares; 2026Q3: 7,591 shares 7,591 $767K 0.08% 0 Timeline XLE 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; 2024Q4: 9,146 shares; 2025Q1: 9,046 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 11,950 shares; 2026Q1: 11,950 shares; 2026Q2: 11,950 shares; 2026Q3: 11,950 shares 11,950 $735K 0.08% 0 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; 2024Q4: 1,844 shares; 2025Q1: 1,846 shares; 2025Q2: 1,848 shares; 2025Q3: 2,404 shares; 2025Q4: 2,409 shares; 2026Q1: 2,415 shares; 2026Q2: 2,906 shares; 2026Q3: 2,921 shares 2,921 $728K 0.08% +15 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,483 shares; 2025Q1: 37,916 shares; 2025Q2: 33,991 shares; 2025Q3: 33,196 shares; 2025Q4: 28,064 shares; 2026Q1: 28,064 shares; 2026Q2: 27,248 shares; 2026Q3: 26,657 shares 26,657 $727K 0.08% -591 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares; 2026Q3: 17,500 shares 17,500 $723K 0.08% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,785 shares; 2026Q3: 1,785 shares 1,785 $706K 0.08% 0 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; 2024Q4: 5,782 shares; 2025Q1: 5,782 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,882 shares; 2026Q3: 3,582 shares 3,582 $684K 0.08% -300 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,147 shares; 2025Q1: 1,091 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,181 shares; 2026Q3: 1,851 shares 1,851 $657K 0.07% +670 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,312 shares; 2026Q1: 1,033 shares; 2026Q2: 964 shares; 2026Q3: 964 shares 964 $647K 0.07% 0 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; 2024Q4: 16,780 shares; 2025Q1: 16,861 shares; 2025Q2: 16,872 shares; 2025Q3: 16,875 shares; 2025Q4: 16,889 shares; 2026Q1: 16,892 shares; 2026Q2: 16,842 shares; 2026Q3: 16,861 shares 16,861 $606K 0.07% +19 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,730 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares; 2026Q2: 9,730 shares; 2026Q3: 9,730 shares 9,730 $595K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,099 shares; 2025Q1: 4,175 shares; 2025Q2: 4,070 shares; 2025Q3: 5,111 shares; 2025Q4: 5,111 shares; 2026Q1: 3,811 shares; 2026Q2: 4,069 shares; 2026Q3: 4,069 shares 4,069 $591K 0.07% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,209 shares; 2025Q1: 13,209 shares; 2025Q2: 13,209 shares; 2025Q3: 13,209 shares; 2025Q4: 13,209 shares; 2026Q1: 13,209 shares; 2026Q2: 13,209 shares; 2026Q3: 13,209 shares 13,209 $589K 0.07% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,901 shares; 2026Q3: 1,901 shares 1,901 $587K 0.06% 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; 2024Q4: 1,915 shares; 2025Q1: 1,916 shares; 2025Q2: 793 shares; 2025Q3: 779 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 775 shares; 2026Q3: 775 shares 775 $562K 0.06% 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; 2024Q4: 6,072 shares; 2025Q1: 6,072 shares; 2025Q2: 2,719 shares; 2025Q3: 3,319 shares; 2025Q4: 3,210 shares; 2026Q1: 1,504 shares; 2026Q2: 1,687 shares; 2026Q3: 1,689 shares 1,689 $559K 0.06% +2 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,386 shares; 2025Q1: 5,386 shares; 2025Q2: 5,176 shares; 2025Q3: 5,583 shares; 2025Q4: 5,934 shares; 2026Q1: 5,934 shares; 2026Q2: 6,587 shares; 2026Q3: 6,587 shares 6,587 $558K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,269 shares; 2025Q1: 1,261 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,111 shares; 2026Q1: 1,111 shares; 2026Q2: 4,444 shares; 2026Q3: 4,444 shares 4,444 $557K 0.06% 0 Timeline GNR 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; 2024Q4: 12,404 shares; 2025Q1: 12,836 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 8,431 shares; 2026Q1: 8,431 shares; 2026Q2: 7,210 shares; 2026Q3: 7,210 shares 7,210 $533K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,078 shares; 2025Q3: 5,929 shares; 2025Q4: 5,782 shares; 2026Q1: 5,782 shares; 2026Q2: 5,782 shares; 2026Q3: 6,391 shares 6,391 $530K 0.06% +609 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,770 shares; 2025Q1: 3,710 shares; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 1,544 shares; 2026Q3: 1,544 shares 1,544 $526K 0.06% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,103 shares; 2025Q1: 10,559 shares; 2025Q2: 10,559 shares; 2025Q3: 10,559 shares; 2025Q4: 10,720 shares; 2026Q1: 10,720 shares; 2026Q2: 10,778 shares; 2026Q3: 10,778 shares 10,778 $526K 0.06% 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; 2024Q4: 1,958 shares; 2025Q1: 1,930 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,823 shares; 2026Q1: 1,824 shares; 2026Q2: 2,462 shares; 2026Q3: 2,462 shares 2,462 $503K 0.06% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,838 shares; 2025Q1: 17,838 shares; 2025Q2: 17,838 shares; 2025Q3: 17,838 shares; 2025Q4: 17,838 shares; 2026Q1: 17,838 shares; 2026Q2: 16,158 shares; 2026Q3: 16,158 shares 16,158 $485K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,143 shares; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,584 shares; 2026Q3: 2,594 shares 2,594 $483K 0.05% +10 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100 $479K 0.05% 0 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,627 shares; 2025Q1: 29,446 shares; 2025Q2: 48,196 shares; 2025Q3: 48,196 shares; 2025Q4: 48,196 shares; 2026Q1: 48,196 shares; 2026Q2: 46,996 shares; 2026Q3: 44,090 shares 44,090 $475K 0.05% -2,906 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,427 shares; 2025Q3: 13,427 shares; 2025Q4: 13,427 shares; 2026Q1: 13,427 shares; 2026Q2: 13,427 shares; 2026Q3: 13,427 shares 13,427 $438K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares; 2026Q2: 23,112 shares; 2026Q3: 3,406 shares 3,406 $428K 0.05% -19,706 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 9,763 shares; 2025Q4: 8,859 shares; 2026Q1: 8,859 shares; 2026Q2: 4,329 shares; 2026Q3: 4,229 shares 4,229 $371K 0.04% -100 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,777 shares; 2026Q1: 6,777 shares; 2026Q2: 6,653 shares; 2026Q3: 6,479 shares 6,479 $365K 0.04% -174 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,570 shares; 2025Q1: 4,834 shares; 2025Q2: 4,504 shares; 2025Q3: 4,504 shares; 2025Q4: 4,474 shares; 2026Q1: 3,874 shares; 2026Q2: 4,227 shares; 2026Q3: 4,227 shares 4,227 $364K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares; 2026Q3: 4,400 shares 4,400 $357K 0.04% 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; 2024Q4: 746 shares; 2025Q1: 742 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 754 shares; 2026Q1: 765 shares; 2026Q2: 680 shares; 2026Q3: 688 shares 688 $343K 0.04% +8 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,979 shares; 2025Q1: 7,078 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 3,490 shares; 2026Q1: 3,190 shares; 2026Q2: 3,456 shares; 2026Q3: 3,456 shares 3,456 $342K 0.04% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,339 shares; 2025Q1: 4,339 shares; 2025Q2: 4,339 shares; 2025Q3: 4,339 shares; 2025Q4: 4,339 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares; 2026Q3: 4,339 shares 4,339 $338K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,869 shares; 2026Q3: 2,031 shares 2,031 $316K 0.03% +162 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,411 shares; 2025Q1: 1,382 shares; 2025Q2: not reported; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 862 shares; 2026Q3: 867 shares 867 $312K 0.03% +5 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,350 shares; 2026Q3: 4,350 shares 4,350 $310K 0.03% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,555 shares; 2025Q4: 2,555 shares; 2026Q1: 2,555 shares; 2026Q2: 2,555 shares; 2026Q3: 1,055 shares 1,055 $298K 0.03% -1,500 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,053 shares; 2026Q2: 1,053 shares; 2026Q3: 1,053 shares 1,053 $293K 0.03% 0 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,966 shares 3,966 $289K 0.03% new Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares; 2026Q3: 3,735 shares 3,735 $277K 0.03% +134 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 503 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 301 shares; 2026Q3: 303 shares 303 $276K 0.03% +2 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; 2024Q4: 5,791 shares; 2025Q1: 5,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,453 shares; 2026Q3: 2,454 shares 2,454 $264K 0.03% +1 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,080 shares; 2026Q3: 7,980 shares 7,980 $252K 0.03% -100 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,012 shares; 2026Q3: 2,012 shares 2,012 $242K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 3,742 shares; 2025Q3: 3,623 shares; 2025Q4: 3,216 shares; 2026Q1: 3,217 shares; 2026Q2: 3,321 shares; 2026Q3: 3,322 shares 3,322 $239K 0.03% +1 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 896 shares; 2026Q3: 896 shares 896 $237K 0.03% 0 Timeline XGLQX CLOUGH GLOBAL EQUITY FD More: the full row for CLOUGH GLOBAL EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,207 shares; 2025Q1: 30,207 shares; 2025Q2: 30,207 shares; 2025Q3: 30,207 shares; 2025Q4: 30,207 shares; 2026Q1: 30,207 shares; 2026Q2: 30,207 shares; 2026Q3: 30,207 shares 30,207 $226K 0.02% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,805 shares; 2026Q3: 1,805 shares 1,805 $211K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares; 2026Q2: 5,349 shares; 2026Q3: 4,037 shares 4,037 $205K 0.02% -1,312 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,821 shares; 2025Q1: 6,821 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 6,821 shares; 2026Q1: 6,821 shares; 2026Q2: 6,821 shares; 2026Q3: 3,919 shares 3,919 $204K 0.02% -2,902 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,704 shares; 2025Q1: 2,799 shares; 2025Q2: 2,596 shares; 2025Q3: 3,287 shares; 2025Q4: 3,287 shares; 2026Q1: 2,137 shares; 2026Q2: not reported; 2026Q3: 1,388 shares 1,388 $202K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,144 shares; 2025Q4: 10,185 shares; 2026Q1: 10,185 shares; 2026Q2: 10,185 shares; 2026Q3: 10,185 shares 10,185 $173K 0.02% 0 Timeline