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: 1,430,668 shares; 2025Q1: 1,444,787 shares; 2025Q2: 1,460,097 shares; 2025Q3: 1,462,759 shares; 2025Q4: 1,469,102 shares; 2026Q1: 1,466,525 shares; 2026Q2: 1,467,704 shares; 2026Q3: 1,468,373 shares 1,468,373 $550M 31.78% +669 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; 2024Q4: 1,514,713 shares; 2025Q1: 1,608,109 shares; 2025Q2: 1,641,785 shares; 2025Q3: 1,705,220 shares; 2025Q4: 1,781,109 shares; 2026Q1: 1,889,555 shares; 2026Q2: 1,945,569 shares; 2026Q3: 1,930,444 shares 1,930,444 $135M 7.83% -15,125 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: 1,259,279 shares; 2025Q1: 1,308,260 shares; 2025Q2: 1,325,529 shares; 2025Q3: 1,351,580 shares; 2025Q4: 1,382,059 shares; 2026Q1: 1,380,121 shares; 2026Q2: 1,394,427 shares; 2026Q3: 1,395,747 shares 1,395,747 $98.6M 5.7% +1,320 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 728,314 shares; 2025Q1: 749,715 shares; 2025Q2: 751,904 shares; 2025Q3: 775,555 shares; 2025Q4: 805,609 shares; 2026Q1: 837,667 shares; 2026Q2: 852,735 shares; 2026Q3: 869,821 shares 869,821 $68.1M 3.94% +17,086 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: 857,391 shares; 2025Q1: 871,189 shares; 2025Q2: 867,006 shares; 2025Q3: 846,486 shares; 2025Q4: 836,435 shares; 2026Q1: 791,802 shares; 2026Q2: 789,158 shares; 2026Q3: 795,612 shares 795,612 $66M 3.82% +6,454 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: 862,235 shares; 2025Q1: 885,367 shares; 2025Q2: 894,697 shares; 2025Q3: 912,904 shares; 2025Q4: 918,759 shares; 2026Q1: 924,655 shares; 2026Q2: 935,099 shares; 2026Q3: 945,343 shares 945,343 $56.1M 3.24% +10,244 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 647,113 shares; 2025Q1: 686,735 shares; 2025Q2: 736,144 shares; 2025Q3: 769,539 shares; 2025Q4: 790,099 shares; 2026Q1: 809,845 shares; 2026Q2: 833,994 shares; 2026Q3: 838,842 shares 838,842 $44.3M 2.56% +4,848 Timeline VCSH 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: 442,838 shares; 2025Q1: 455,197 shares; 2025Q2: 457,889 shares; 2025Q3: 477,368 shares; 2025Q4: 492,687 shares; 2026Q1: 507,562 shares; 2026Q2: 521,512 shares; 2026Q3: 530,492 shares 530,492 $41M 2.37% +8,980 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; 2024Q4: 1,107,041 shares; 2025Q1: 1,062,691 shares; 2025Q2: 1,064,255 shares; 2025Q3: 1,057,006 shares; 2025Q4: 1,056,993 shares; 2026Q1: 1,022,101 shares; 2026Q2: 1,004,233 shares; 2026Q3: 997,341 shares 997,341 $29.2M 1.69% -6,892 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: 97,669 shares; 2025Q1: 98,396 shares; 2025Q2: 99,349 shares; 2025Q3: 98,300 shares; 2025Q4: 101,104 shares; 2026Q1: 99,375 shares; 2026Q2: 98,662 shares; 2026Q3: 98,797 shares 98,797 $28.1M 1.63% +135 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: 188,511 shares; 2025Q1: 193,703 shares; 2025Q2: 192,482 shares; 2025Q3: 197,903 shares; 2025Q4: 198,307 shares; 2026Q1: 199,731 shares; 2026Q2: 200,698 shares; 2026Q3: 263,852 shares 263,852 $24.9M 1.44% +63,154 Timeline VNQ 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: 210,526 shares; 2025Q1: 219,116 shares; 2025Q2: 226,989 shares; 2025Q3: 233,650 shares; 2025Q4: 243,968 shares; 2026Q1: 248,732 shares; 2026Q2: 256,816 shares; 2026Q3: 261,095 shares 261,095 $23.4M 1.35% +4,279 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; 2024Q4: 212,910 shares; 2025Q1: 230,636 shares; 2025Q2: 237,605 shares; 2025Q3: 249,724 shares; 2025Q4: 263,556 shares; 2026Q1: 282,707 shares; 2026Q2: 313,618 shares; 2026Q3: 350,578 shares 350,578 $20.2M 1.17% +36,960 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: 19,917 shares; 2025Q1: 19,496 shares; 2025Q2: 19,471 shares; 2025Q3: 18,866 shares; 2025Q4: 25,196 shares; 2026Q1: 25,226 shares; 2026Q2: 25,206 shares; 2026Q3: 24,950 shares 24,950 $19.1M 1.1% -256 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: 4,543 shares; 2025Q1: 4,488 shares; 2025Q2: 4,658 shares; 2025Q3: 4,488 shares; 2025Q4: 21,250 shares; 2026Q1: 21,251 shares; 2026Q2: 21,151 shares; 2026Q3: 21,151 shares 21,151 $16.1M 0.93% 0 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: 60,025 shares; 2025Q1: 58,513 shares; 2025Q2: 58,058 shares; 2025Q3: 56,644 shares; 2025Q4: 53,028 shares; 2026Q1: 52,913 shares; 2026Q2: 207,314 shares; 2026Q3: 204,820 shares 204,820 $16.1M 0.93% -2,494 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; 2024Q4: 119,494 shares; 2025Q1: 117,653 shares; 2025Q2: 122,366 shares; 2025Q3: 121,638 shares; 2025Q4: 105,497 shares; 2026Q1: 103,642 shares; 2026Q2: 101,768 shares; 2026Q3: 100,949 shares 100,949 $15.7M 0.91% -819 Timeline VPU 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: 97,028 shares; 2025Q1: 94,879 shares; 2025Q2: 93,795 shares; 2025Q3: 92,401 shares; 2025Q4: 93,167 shares; 2026Q1: 91,058 shares; 2026Q2: 90,467 shares; 2026Q3: 88,926 shares 88,926 $15.2M 0.88% -1,541 Timeline VDC 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: 81,285 shares; 2025Q1: 80,244 shares; 2025Q2: 78,643 shares; 2025Q3: 77,516 shares; 2025Q4: 69,449 shares; 2026Q1: 69,015 shares; 2026Q2: 67,651 shares; 2026Q3: 67,846 shares 67,846 $14.8M 0.86% +195 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; 2024Q4: 222,115 shares; 2025Q1: 236,808 shares; 2025Q2: 241,640 shares; 2025Q3: 256,138 shares; 2025Q4: 275,998 shares; 2026Q1: 290,060 shares; 2026Q2: 297,256 shares; 2026Q3: 311,259 shares 311,259 $14.6M 0.84% +14,003 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: 37,841 shares; 2025Q1: 37,489 shares; 2025Q2: 37,246 shares; 2025Q3: 37,734 shares; 2025Q4: 37,241 shares; 2026Q1: 35,762 shares; 2026Q2: 42,238 shares; 2026Q3: 41,372 shares 41,372 $13.8M 0.8% -866 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: 65,744 shares; 2025Q1: 65,879 shares; 2025Q2: 65,215 shares; 2025Q3: 63,946 shares; 2025Q4: 58,334 shares; 2026Q1: 57,921 shares; 2026Q2: 57,172 shares; 2026Q3: 56,951 shares 56,951 $13.3M 0.77% -221 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: 557,051 shares; 2025Q1: 533,574 shares; 2025Q2: 523,538 shares; 2025Q3: 512,308 shares; 2025Q4: 507,808 shares; 2026Q1: 490,807 shares; 2026Q2: 488,574 shares; 2026Q3: 481,645 shares 481,645 $13.2M 0.77% -6,929 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: 157,053 shares; 2025Q1: 165,513 shares; 2025Q2: 163,466 shares; 2025Q3: 161,980 shares; 2025Q4: 167,286 shares; 2026Q1: 163,502 shares; 2026Q2: 160,084 shares; 2026Q3: 161,488 shares 161,488 $13.1M 0.76% +1,404 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: 40,153 shares; 2025Q1: 38,012 shares; 2025Q2: 37,421 shares; 2025Q3: 37,163 shares; 2025Q4: 37,058 shares; 2026Q1: 36,805 shares; 2026Q2: 35,323 shares; 2026Q3: 34,962 shares 34,962 $12.3M 0.71% -361 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: 4,703 shares; 2025Q1: 4,637 shares; 2025Q2: 4,517 shares; 2025Q3: 4,428 shares; 2025Q4: 4,392 shares; 2026Q1: 4,079 shares; 2026Q2: 4,114 shares; 2026Q3: 32,700 shares 32,700 $11.6M 0.67% +28,586 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,665 shares; 2025Q1: 197,017 shares; 2025Q2: 190,537 shares; 2025Q3: 187,107 shares; 2025Q4: 186,418 shares; 2026Q1: 186,606 shares; 2026Q2: 187,190 shares; 2026Q3: 214,223 shares 214,223 $11M 0.63% +27,033 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: 110,792 shares; 2025Q1: 111,262 shares; 2025Q2: 112,384 shares; 2025Q3: 110,123 shares; 2025Q4: 108,778 shares; 2026Q1: 101,688 shares; 2026Q2: 101,722 shares; 2026Q3: 101,420 shares 101,420 $9.83M 0.57% -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; 2024Q4: 327,097 shares; 2025Q1: 319,300 shares; 2025Q2: 317,695 shares; 2025Q3: 316,540 shares; 2025Q4: 311,162 shares; 2026Q1: 298,970 shares; 2026Q2: 286,376 shares; 2026Q3: 288,553 shares 288,553 $9.42M 0.54% +2,177 Timeline SCHM 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: 310,469 shares; 2025Q1: 315,823 shares; 2025Q2: 311,541 shares; 2025Q3: 303,670 shares; 2025Q4: 290,220 shares; 2026Q1: 280,724 shares; 2026Q2: 280,538 shares; 2026Q3: 275,794 shares 275,794 $9.38M 0.54% -4,744 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: 49,464 shares; 2025Q1: 59,822 shares; 2025Q2: 65,723 shares; 2025Q3: 79,119 shares; 2025Q4: 86,825 shares; 2026Q1: 87,338 shares; 2026Q2: 86,895 shares; 2026Q3: 92,769 shares 92,769 $9.38M 0.54% +5,874 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: 59,068 shares; 2025Q1: 70,718 shares; 2025Q2: 60,801 shares; 2025Q3: 60,220 shares; 2025Q4: 60,239 shares; 2026Q1: 58,988 shares; 2026Q2: 54,136 shares; 2026Q3: 55,305 shares 55,305 $9.2M 0.53% +1,169 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: 369,931 shares; 2025Q1: 367,537 shares; 2025Q2: 366,285 shares; 2025Q3: 361,003 shares; 2025Q4: 304,560 shares; 2026Q1: 305,184 shares; 2026Q2: 300,936 shares; 2026Q3: 296,754 shares 296,754 $8.9M 0.51% -4,182 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,299 shares; 2025Q1: 89,005 shares; 2025Q2: 90,122 shares; 2025Q3: 90,044 shares; 2025Q4: 91,244 shares; 2026Q1: 88,315 shares; 2026Q2: 85,238 shares; 2026Q3: 87,006 shares 87,006 $7.79M 0.45% +1,768 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; 2024Q4: 261,438 shares; 2025Q1: 266,534 shares; 2025Q2: 260,128 shares; 2025Q3: 251,574 shares; 2025Q4: 242,594 shares; 2026Q1: 242,410 shares; 2026Q2: 234,014 shares; 2026Q3: 233,754 shares 233,754 $7.6M 0.44% -260 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,451 shares; 2025Q1: 77,033 shares; 2025Q2: 78,320 shares; 2025Q3: 78,374 shares; 2025Q4: 78,645 shares; 2026Q1: 91,117 shares; 2026Q2: 77,650 shares; 2026Q3: 97,457 shares 97,457 $7.45M 0.43% +19,807 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: 9,021 shares; 2025Q1: 8,876 shares; 2025Q2: 9,097 shares; 2025Q3: 9,192 shares; 2025Q4: 9,441 shares; 2026Q1: 9,707 shares; 2026Q2: 9,197 shares; 2026Q3: 9,195 shares 9,195 $6.8M 0.39% -2 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,566 shares; 2025Q1: 111,336 shares; 2025Q2: 109,290 shares; 2025Q3: 106,624 shares; 2025Q4: 116,367 shares; 2026Q1: 114,540 shares; 2026Q2: 116,746 shares; 2026Q3: 133,626 shares 133,626 $6.73M 0.39% +16,880 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: 85,202 shares; 2025Q1: 85,601 shares; 2025Q2: 87,275 shares; 2025Q3: 88,097 shares; 2025Q4: 85,027 shares; 2026Q1: 85,802 shares; 2026Q2: 84,438 shares; 2026Q3: 82,666 shares 82,666 $6.71M 0.39% -1,772 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: 60,231 shares; 2025Q1: 60,231 shares; 2025Q2: 59,307 shares; 2025Q3: 53,147 shares; 2025Q4: 50,112 shares; 2026Q1: 49,984 shares; 2026Q2: 49,726 shares; 2026Q3: 46,612 shares 46,612 $6.63M 0.38% -3,114 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; 2024Q4: 62,062 shares; 2025Q1: 57,899 shares; 2025Q2: 52,302 shares; 2025Q3: 52,273 shares; 2025Q4: 52,103 shares; 2026Q1: 50,849 shares; 2026Q2: 50,942 shares; 2026Q3: 50,143 shares 50,143 $6.34M 0.37% -799 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; 2024Q4: 94,398 shares; 2025Q1: 99,966 shares; 2025Q2: 107,213 shares; 2025Q3: 99,736 shares; 2025Q4: 101,087 shares; 2026Q1: 112,614 shares; 2026Q2: 117,960 shares; 2026Q3: 130,203 shares 130,203 $6.17M 0.36% +12,243 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: 38,818 shares; 2025Q1: 34,552 shares; 2025Q2: 33,759 shares; 2025Q3: 33,301 shares; 2025Q4: 36,303 shares; 2026Q1: 32,266 shares; 2026Q2: 27,416 shares; 2026Q3: 26,716 shares 26,716 $6.1M 0.35% -700 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; 2024Q4: 176,497 shares; 2025Q1: 168,308 shares; 2025Q2: 165,182 shares; 2025Q3: 164,692 shares; 2025Q4: 163,469 shares; 2026Q1: 158,737 shares; 2026Q2: 159,070 shares; 2026Q3: 155,535 shares 155,535 $5.67M 0.33% -3,535 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: 6,394 shares; 2025Q1: 6,076 shares; 2025Q2: 6,124 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,878 shares; 2026Q2: 47,027 shares; 2026Q3: 44,957 shares 44,957 $5.65M 0.33% -2,070 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: 5,413 shares; 2025Q1: 4,633 shares; 2025Q2: 7,108 shares; 2025Q3: 7,008 shares; 2025Q4: 7,141 shares; 2026Q1: 7,171 shares; 2026Q2: 7,076 shares; 2026Q3: 7,157 shares 7,157 $5.02M 0.29% +81 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: 9,101 shares; 2025Q1: 9,078 shares; 2025Q2: 9,511 shares; 2025Q3: 9,094 shares; 2025Q4: 9,368 shares; 2026Q1: 9,194 shares; 2026Q2: 9,003 shares; 2026Q3: 8,760 shares 8,760 $4.49M 0.26% -243 Timeline BRK-A 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: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $4.48M 0.26% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84,064 shares; 2025Q1: 84,064 shares; 2025Q2: 84,206 shares; 2025Q3: 84,206 shares; 2025Q4: 84,361 shares; 2026Q1: 84,361 shares; 2026Q2: 84,488 shares; 2026Q3: 84,488 shares 84,488 $4.24M 0.25% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,197 shares; 2025Q1: 61,197 shares; 2025Q2: 61,197 shares; 2025Q3: 51,839 shares; 2025Q4: 46,769 shares; 2026Q1: 46,769 shares; 2026Q2: 39,188 shares; 2026Q3: 52,268 shares 52,268 $4.08M 0.24% +13,080 Timeline SCHC 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: 97,451 shares; 2025Q1: 92,949 shares; 2025Q2: 89,810 shares; 2025Q3: 87,823 shares; 2025Q4: 83,368 shares; 2026Q1: 80,336 shares; 2026Q2: 78,685 shares; 2026Q3: 76,207 shares 76,207 $3.79M 0.22% -2,478 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; 2024Q4: 46,556 shares; 2025Q1: 48,182 shares; 2025Q2: 50,298 shares; 2025Q3: 28,083 shares; 2025Q4: 27,959 shares; 2026Q1: 27,043 shares; 2026Q2: 27,124 shares; 2026Q3: 27,152 shares 27,152 $3.68M 0.21% +28 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,536 shares; 2025Q1: 26,677 shares; 2025Q2: 40,309 shares; 2025Q3: 40,277 shares; 2025Q4: 40,389 shares; 2026Q1: 40,776 shares; 2026Q2: 41,422 shares; 2026Q3: 41,440 shares 41,440 $3.52M 0.2% +18 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; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,972 shares; 2025Q3: 10,965 shares; 2025Q4: 10,965 shares; 2026Q1: 10,965 shares; 2026Q2: 10,965 shares; 2026Q3: 10,965 shares 10,965 $3.2M 0.19% 0 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; 2024Q4: 166,222 shares; 2025Q1: 144,320 shares; 2025Q2: 148,688 shares; 2025Q3: 143,729 shares; 2025Q4: 142,331 shares; 2026Q1: 141,003 shares; 2026Q2: 141,564 shares; 2026Q3: 140,452 shares 140,452 $3.1M 0.18% -1,112 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; 2024Q4: 46,738 shares; 2025Q1: 46,890 shares; 2025Q2: 47,290 shares; 2025Q3: 47,699 shares; 2025Q4: 45,454 shares; 2026Q1: 44,737 shares; 2026Q2: 44,183 shares; 2026Q3: 43,512 shares 43,512 $3.04M 0.18% -671 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,324 shares; 2025Q1: 42,248 shares; 2025Q2: 42,725 shares; 2025Q3: 43,211 shares; 2025Q4: 42,150 shares; 2026Q1: 41,683 shares; 2026Q2: 49,806 shares; 2026Q3: 59,946 shares 59,946 $2.95M 0.17% +10,140 Timeline VSS 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: 19,404 shares; 2025Q1: 19,127 shares; 2025Q2: 19,277 shares; 2025Q3: 19,306 shares; 2025Q4: 18,678 shares; 2026Q1: 18,633 shares; 2026Q2: 18,498 shares; 2026Q3: 18,678 shares 18,678 $2.9M 0.17% +180 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: 11,753 shares; 2025Q1: 11,416 shares; 2025Q2: 11,006 shares; 2025Q3: 10,982 shares; 2025Q4: 10,838 shares; 2026Q1: 10,812 shares; 2026Q2: 10,760 shares; 2026Q3: 10,837 shares 10,837 $2.87M 0.17% +77 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,431 shares; 2025Q1: 29,456 shares; 2025Q2: 29,461 shares; 2025Q3: 29,572 shares; 2025Q4: 28,669 shares; 2026Q1: 28,495 shares; 2026Q2: 28,719 shares; 2026Q3: 28,892 shares 28,892 $2.82M 0.16% +173 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: 11,880 shares; 2025Q1: 11,933 shares; 2025Q2: 12,162 shares; 2025Q3: 12,123 shares; 2025Q4: 12,125 shares; 2026Q1: 12,126 shares; 2026Q2: 12,126 shares; 2026Q3: 12,127 shares 12,127 $2.8M 0.16% +1 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 27,456 shares; 2026Q2: 27,552 shares; 2026Q3: 27,645 shares 27,645 $2.59M 0.15% +93 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,366 shares; 2025Q1: 44,376 shares; 2025Q2: 43,951 shares; 2025Q3: 43,967 shares; 2025Q4: 55,387 shares; 2026Q1: 55,373 shares; 2026Q2: 55,389 shares; 2026Q3: 54,987 shares 54,987 $2.42M 0.14% -402 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: not reported; 2026Q3: 14,782 shares 14,782 $2.41M 0.14% 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; 2024Q4: 2,790 shares; 2025Q1: 2,800 shares; 2025Q2: 2,745 shares; 2025Q3: 2,750 shares; 2025Q4: 2,757 shares; 2026Q1: 2,762 shares; 2026Q2: 2,966 shares; 2026Q3: 2,912 shares 2,912 $2.36M 0.14% -54 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; 2024Q4: 11,566 shares; 2025Q1: 11,560 shares; 2025Q2: 11,125 shares; 2025Q3: 11,151 shares; 2025Q4: 11,171 shares; 2026Q1: 11,087 shares; 2026Q2: 11,080 shares; 2026Q3: 11,080 shares 11,080 $2.3M 0.13% 0 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: 16,817 shares; 2025Q1: 16,745 shares; 2025Q2: 16,824 shares; 2025Q3: 16,558 shares; 2025Q4: 16,518 shares; 2026Q1: 16,518 shares; 2026Q2: 16,456 shares; 2026Q3: 16,456 shares 16,456 $2.24M 0.13% 0 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; 2024Q4: 9,775 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: 9,362 shares; 2025Q4: 10,297 shares; 2026Q1: 10,328 shares; 2026Q2: 10,273 shares; 2026Q3: 10,277 shares 10,277 $2.22M 0.13% +4 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: 11,176 shares; 2025Q1: 11,149 shares; 2025Q2: 11,022 shares; 2025Q3: 10,839 shares; 2025Q4: 10,861 shares; 2026Q1: 10,022 shares; 2026Q2: 9,632 shares; 2026Q3: 8,776 shares 8,776 $2.19M 0.13% -856 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: 5,742 shares; 2025Q1: 5,742 shares; 2025Q2: 6,197 shares; 2025Q3: 6,183 shares; 2025Q4: 6,400 shares; 2026Q1: 6,409 shares; 2026Q2: 6,397 shares; 2026Q3: 6,445 shares 6,445 $2.13M 0.12% +48 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: 9,255 shares; 2025Q1: 9,237 shares; 2025Q2: 9,237 shares; 2025Q3: 9,237 shares; 2025Q4: 9,237 shares; 2026Q1: 9,237 shares; 2026Q2: 9,237 shares; 2026Q3: 9,237 shares 9,237 $2.11M 0.12% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,209 shares; 2025Q1: 33,776 shares; 2025Q2: 33,004 shares; 2025Q3: 32,980 shares; 2025Q4: 32,575 shares; 2026Q1: 32,525 shares; 2026Q2: 32,606 shares; 2026Q3: 33,019 shares 33,019 $2.08M 0.12% +413 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: 23,345 shares; 2025Q1: 23,345 shares; 2025Q2: 23,345 shares; 2025Q3: 23,345 shares; 2025Q4: 23,371 shares; 2026Q1: 23,413 shares; 2026Q2: 23,413 shares; 2026Q3: 23,413 shares 23,413 $2.06M 0.12% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,016 shares; 2025Q1: 5,048 shares; 2025Q2: 5,069 shares; 2025Q3: 4,945 shares; 2025Q4: 4,893 shares; 2026Q1: 4,765 shares; 2026Q2: 4,724 shares; 2026Q3: 4,721 shares 4,721 $1.99M 0.12% -3 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 13,259 shares; 2025Q3: 13,259 shares; 2025Q4: 13,259 shares; 2026Q1: 13,259 shares; 2026Q2: 63,925 shares; 2026Q3: 69,305 shares 69,305 $1.94M 0.11% +5,380 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,083 shares; 2025Q1: 27,523 shares; 2025Q2: 27,393 shares; 2025Q3: 27,648 shares; 2025Q4: 27,078 shares; 2026Q1: 26,283 shares; 2026Q2: 25,583 shares; 2026Q3: 26,283 shares 26,283 $1.93M 0.11% +700 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: 6,993 shares; 2025Q1: 6,993 shares; 2025Q2: 6,993 shares; 2025Q3: 6,952 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares; 2026Q2: 6,952 shares; 2026Q3: 6,952 shares 6,952 $1.93M 0.11% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,287 shares; 2025Q1: 15,157 shares; 2025Q2: 15,157 shares; 2025Q3: 14,957 shares; 2025Q4: 14,372 shares; 2026Q1: 14,112 shares; 2026Q2: 13,672 shares; 2026Q3: 12,997 shares 12,997 $1.93M 0.11% -675 Timeline VDE 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: 10,505 shares; 2025Q1: 10,397 shares; 2025Q2: 11,543 shares; 2025Q3: 11,462 shares; 2025Q4: 11,420 shares; 2026Q1: 11,132 shares; 2026Q2: 10,937 shares; 2026Q3: 11,162 shares 11,162 $1.92M 0.11% +225 Timeline SCHH 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: 96,017 shares; 2025Q1: 91,348 shares; 2025Q2: 90,368 shares; 2025Q3: 90,958 shares; 2025Q4: 91,591 shares; 2026Q1: 87,331 shares; 2026Q2: 87,137 shares; 2026Q3: 86,956 shares 86,956 $1.92M 0.11% -181 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,478 shares; 2025Q1: 23,478 shares; 2025Q2: 23,478 shares; 2025Q3: 23,478 shares; 2025Q4: 24,050 shares; 2026Q1: 24,053 shares; 2026Q2: 22,894 shares; 2026Q3: 24,701 shares 24,701 $1.86M 0.11% +1,807 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,107 shares; 2025Q1: 9,912 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 8,747 shares; 2026Q2: 7,937 shares; 2026Q3: 8,535 shares 8,535 $1.8M 0.1% +598 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; 2024Q4: 11,065 shares; 2025Q1: 6,036 shares; 2025Q2: 8,084 shares; 2025Q3: 7,940 shares; 2025Q4: 7,955 shares; 2026Q1: 7,707 shares; 2026Q2: 7,712 shares; 2026Q3: 7,748 shares 7,748 $1.79M 0.1% +36 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,603 shares; 2025Q1: 12,503 shares; 2025Q2: 12,072 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares; 2026Q1: 11,522 shares; 2026Q2: 11,490 shares; 2026Q3: 11,433 shares 11,433 $1.74M 0.1% -57 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,938 shares; 2025Q1: 34,938 shares; 2025Q2: 34,938 shares; 2025Q3: 34,938 shares; 2025Q4: 34,938 shares; 2026Q1: 34,938 shares; 2026Q2: 34,938 shares; 2026Q3: 34,938 shares 34,938 $1.73M 0.1% 0 Timeline VUSB 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; 2024Q4: 13,462 shares; 2025Q1: 13,366 shares; 2025Q2: 12,608 shares; 2025Q3: 11,824 shares; 2025Q4: 13,119 shares; 2026Q1: 20,414 shares; 2026Q2: 25,040 shares; 2026Q3: 34,594 shares 34,594 $1.71M 0.1% +9,554 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares; 2026Q3: 2,606 shares 2,606 $1.71M 0.1% 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: 8,412 shares; 2025Q1: 8,412 shares; 2025Q2: 8,412 shares; 2025Q3: 8,400 shares; 2025Q4: 9,145 shares; 2026Q1: 8,756 shares; 2026Q2: 8,741 shares; 2026Q3: 8,741 shares 8,741 $1.71M 0.1% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,019 shares; 2025Q1: 47,804 shares; 2025Q2: 47,504 shares; 2025Q3: 52,915 shares; 2025Q4: 53,048 shares; 2026Q1: 52,005 shares; 2026Q2: 46,601 shares; 2026Q3: 47,194 shares 47,194 $1.69M 0.1% +593 Timeline VT 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: 11,032 shares; 2025Q1: 11,000 shares; 2025Q2: 10,564 shares; 2025Q3: 10,565 shares; 2025Q4: 10,511 shares; 2026Q1: 10,511 shares; 2026Q2: 10,512 shares; 2026Q3: 10,512 shares 10,512 $1.66M 0.1% 0 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; 2024Q4: 6,741 shares; 2025Q1: 6,551 shares; 2025Q2: 6,574 shares; 2025Q3: 6,557 shares; 2025Q4: 6,701 shares; 2026Q1: 6,563 shares; 2026Q2: 5,775 shares; 2026Q3: 5,802 shares 5,802 $1.65M 0.1% +27 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: 2,866 shares; 2025Q1: 2,856 shares; 2025Q2: 2,786 shares; 2025Q3: 2,719 shares; 2025Q4: 2,713 shares; 2026Q1: 2,514 shares; 2026Q2: 2,457 shares; 2026Q3: 2,438 shares 2,438 $1.64M 0.09% -19 Timeline TAN 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; 2024Q4: 36,128 shares; 2025Q1: 36,654 shares; 2025Q2: 36,654 shares; 2025Q3: 36,654 shares; 2025Q4: 36,654 shares; 2026Q1: 36,654 shares; 2026Q2: 36,654 shares; 2026Q3: 36,654 shares 36,654 $1.61M 0.09% 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: 10,535 shares; 2025Q1: 10,370 shares; 2025Q2: 10,382 shares; 2025Q3: 10,392 shares; 2025Q4: 14,247 shares; 2026Q1: 16,444 shares; 2026Q2: 17,342 shares; 2026Q3: 15,308 shares 15,308 $1.59M 0.09% -2,034 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: 3,373 shares; 2025Q1: 3,086 shares; 2025Q2: 3,086 shares; 2025Q3: 2,973 shares; 2025Q4: 2,974 shares; 2026Q1: 2,954 shares; 2026Q2: 17,722 shares; 2026Q3: 17,374 shares 17,374 $1.57M 0.09% -348 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; 2024Q4: 15,517 shares; 2025Q1: 17,247 shares; 2025Q2: 17,008 shares; 2025Q3: 18,111 shares; 2025Q4: 19,160 shares; 2026Q1: 20,932 shares; 2026Q2: 29,277 shares; 2026Q3: 31,796 shares 31,796 $1.57M 0.09% +2,519 Timeline SPSB 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: 56,678 shares; 2025Q1: 55,879 shares; 2025Q2: 54,534 shares; 2025Q3: 54,257 shares; 2025Q4: 53,257 shares; 2026Q1: 53,257 shares; 2026Q2: 53,257 shares; 2026Q3: 52,257 shares 52,257 $1.55M 0.09% -1,000 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: 13,484 shares; 2025Q1: 13,484 shares; 2025Q2: 13,484 shares; 2025Q3: 13,484 shares; 2025Q4: 13,484 shares; 2026Q1: 13,244 shares; 2026Q2: 13,244 shares; 2026Q3: 13,244 shares 13,244 $1.41M 0.08% 0 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: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 6,557 shares; 2025Q4: 5,789 shares; 2026Q1: 5,789 shares; 2026Q2: 5,789 shares; 2026Q3: 5,121 shares 5,121 $1.36M 0.08% -668 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,937 shares; 2025Q1: 10,870 shares; 2025Q2: 11,009 shares; 2025Q3: 11,809 shares; 2025Q4: 11,716 shares; 2026Q1: 11,716 shares; 2026Q2: 10,970 shares; 2026Q3: 11,275 shares 11,275 $1.29M 0.07% +305 Timeline XLRE 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: 30,722 shares; 2025Q1: 36,238 shares; 2025Q2: 32,109 shares; 2025Q3: 32,854 shares; 2025Q4: 31,547 shares; 2026Q1: 31,022 shares; 2026Q2: 28,758 shares; 2026Q3: 30,696 shares 30,696 $1.26M 0.07% +1,938 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: 18,254 shares; 2025Q1: 18,180 shares; 2025Q2: 17,880 shares; 2025Q3: 17,880 shares; 2025Q4: 17,880 shares; 2026Q1: 17,665 shares; 2026Q2: 17,509 shares; 2026Q3: 17,245 shares 17,245 $1.24M 0.07% -264 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,702 shares; 2025Q1: 2,759 shares; 2025Q2: 2,800 shares; 2025Q3: 2,595 shares; 2025Q4: 2,595 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares; 2026Q3: 2,180 shares 2,180 $1.24M 0.07% -405 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: 12,220 shares; 2025Q1: 10,587 shares; 2025Q2: 10,082 shares; 2025Q3: 9,945 shares; 2025Q4: 9,227 shares; 2026Q1: 9,094 shares; 2026Q2: 8,465 shares; 2026Q3: 8,467 shares 8,467 $1.23M 0.07% +2 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,519 shares; 2025Q1: 15,519 shares; 2025Q2: 15,519 shares; 2025Q3: 15,519 shares; 2025Q4: 31,038 shares; 2026Q1: 31,038 shares; 2026Q2: 31,038 shares; 2026Q3: 31,038 shares 31,038 $1.22M 0.07% 0 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,100 shares; 2025Q3: 68,100 shares; 2025Q4: 68,100 shares; 2026Q1: 68,100 shares; 2026Q2: 68,100 shares; 2026Q3: 68,100 shares 68,100 $1.2M 0.07% 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: 5,263 shares; 2025Q1: 5,268 shares; 2025Q2: 5,285 shares; 2025Q3: 5,279 shares; 2025Q4: 4,677 shares; 2026Q1: 4,682 shares; 2026Q2: 3,906 shares; 2026Q3: 4,574 shares 4,574 $1.2M 0.07% +668 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; 2024Q4: 1,412 shares; 2025Q1: 1,399 shares; 2025Q2: 1,365 shares; 2025Q3: 1,327 shares; 2025Q4: 1,166 shares; 2026Q1: 1,089 shares; 2026Q2: 1,050 shares; 2026Q3: 1,013 shares 1,013 $1.17M 0.07% -37 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: 6,686 shares; 2025Q1: 6,630 shares; 2025Q2: 6,630 shares; 2025Q3: 6,558 shares; 2025Q4: 6,558 shares; 2026Q1: 7,321 shares; 2026Q2: 7,256 shares; 2026Q3: 7,209 shares 7,209 $1.16M 0.07% -47 Timeline SDY 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: 9,056 shares; 2025Q1: 9,058 shares; 2025Q2: 9,060 shares; 2025Q3: 9,062 shares; 2025Q4: 7,937 shares; 2026Q1: 7,938 shares; 2026Q2: 7,840 shares; 2026Q3: 7,840 shares 7,840 $1.15M 0.07% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,998 shares; 2025Q1: 25,142 shares; 2025Q2: 24,642 shares; 2025Q3: 24,358 shares; 2025Q4: 24,528 shares; 2026Q1: 24,898 shares; 2026Q2: 24,718 shares; 2026Q3: 23,543 shares 23,543 $1.15M 0.07% -1,175 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,634 shares; 2025Q1: 13,431 shares; 2025Q2: 14,350 shares; 2025Q3: 14,331 shares; 2025Q4: 11,211 shares; 2026Q1: 11,211 shares; 2026Q2: 10,911 shares; 2026Q3: 11,018 shares 11,018 $1.14M 0.07% +107 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,939 shares; 2025Q1: 14,754 shares; 2025Q2: 14,759 shares; 2025Q3: 15,364 shares; 2025Q4: 15,371 shares; 2026Q1: 15,371 shares; 2026Q2: 17,098 shares; 2026Q3: 17,488 shares 17,488 $1.14M 0.07% +390 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,032 shares; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 14,465 shares; 2025Q4: 14,538 shares; 2026Q1: 14,506 shares; 2026Q2: 7,264 shares; 2026Q3: 7,264 shares 7,264 $1.11M 0.06% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,376 shares; 2025Q1: 14,920 shares; 2025Q2: 13,787 shares; 2025Q3: 13,610 shares; 2025Q4: 17,778 shares; 2026Q1: 15,007 shares; 2026Q2: 15,043 shares; 2026Q3: 12,226 shares 12,226 $1.11M 0.06% -2,817 Timeline PSCT 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; 2024Q4: 13,368 shares; 2025Q1: 13,368 shares; 2025Q2: 13,368 shares; 2025Q3: 13,368 shares; 2025Q4: 13,368 shares; 2026Q1: 13,368 shares; 2026Q2: 13,368 shares; 2026Q3: 13,368 shares 13,368 $1.08M 0.06% 0 Timeline XBI 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: 6,063 shares; 2025Q1: 6,125 shares; 2025Q2: 6,512 shares; 2025Q3: 6,512 shares; 2025Q4: 6,553 shares; 2026Q1: 7,048 shares; 2026Q2: 6,812 shares; 2026Q3: 6,823 shares 6,823 $1.08M 0.06% +11 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,645 shares; 2025Q1: 5,645 shares; 2025Q2: 5,648 shares; 2025Q3: 5,648 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,652 shares; 2026Q3: 5,652 shares 5,652 $1.07M 0.06% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,256 shares; 2025Q1: 8,221 shares; 2025Q2: 8,221 shares; 2025Q3: 8,221 shares; 2025Q4: 8,201 shares; 2026Q1: 8,117 shares; 2026Q2: 8,117 shares; 2026Q3: 8,117 shares 8,117 $1.04M 0.06% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,154 shares; 2026Q1: 3,877 shares; 2026Q2: 3,727 shares; 2026Q3: 3,615 shares 3,615 $1.04M 0.06% -112 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,198 shares; 2025Q1: 5,333 shares; 2025Q2: 5,383 shares; 2025Q3: 5,383 shares; 2025Q4: 5,508 shares; 2026Q1: 7,633 shares; 2026Q2: 7,680 shares; 2026Q3: 9,595 shares 9,595 $1M 0.06% +1,915 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,911 shares; 2025Q1: 2,825 shares; 2025Q2: 2,774 shares; 2025Q3: 2,755 shares; 2025Q4: 2,691 shares; 2026Q1: 2,609 shares; 2026Q2: 2,558 shares; 2026Q3: 2,507 shares 2,507 $995K 0.06% -51 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,217 shares; 2025Q1: 22,399 shares; 2025Q2: 22,399 shares; 2025Q3: 22,399 shares; 2025Q4: 22,399 shares; 2026Q1: 22,399 shares; 2026Q2: 22,399 shares; 2026Q3: 21,591 shares 21,591 $960K 0.06% -808 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,618 shares; 2025Q1: 11,320 shares; 2025Q2: 10,376 shares; 2025Q3: 10,365 shares; 2025Q4: 9,796 shares; 2026Q1: 9,577 shares; 2026Q2: 9,577 shares; 2026Q3: 8,920 shares 8,920 $928K 0.05% -657 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 7,847 shares; 2025Q3: 7,847 shares; 2025Q4: 9,416 shares; 2026Q1: 9,416 shares; 2026Q2: 9,221 shares; 2026Q3: 9,221 shares 9,221 $919K 0.05% 0 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: 15,650 shares; 2025Q1: 15,650 shares; 2025Q2: 15,660 shares; 2025Q3: 15,660 shares; 2025Q4: 15,674 shares; 2026Q1: 15,674 shares; 2026Q2: 14,647 shares; 2026Q3: 13,687 shares 13,687 $914K 0.05% -960 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: 12,638 shares; 2025Q1: 11,932 shares; 2025Q2: 11,265 shares; 2025Q3: 11,244 shares; 2025Q4: 10,373 shares; 2026Q1: 10,527 shares; 2026Q2: 10,566 shares; 2026Q3: 10,539 shares 10,539 $907K 0.05% -27 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,543 shares; 2025Q1: 4,544 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,426 shares; 2026Q1: 4,371 shares; 2026Q2: 3,971 shares; 2026Q3: 4,369 shares 4,369 $905K 0.05% +398 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; 2024Q4: 12,766 shares; 2025Q1: 12,766 shares; 2025Q2: 12,766 shares; 2025Q3: 12,766 shares; 2025Q4: 12,766 shares; 2026Q1: 12,766 shares; 2026Q2: 12,766 shares; 2026Q3: 12,766 shares 12,766 $900K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,836 shares; 2025Q1: 35,847 shares; 2025Q2: 29,952 shares; 2025Q3: 29,187 shares; 2025Q4: 29,137 shares; 2026Q1: 29,145 shares; 2026Q2: 29,355 shares; 2026Q3: 30,491 shares 30,491 $899K 0.05% +1,136 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,027 shares; 2025Q1: 12,027 shares; 2025Q2: 12,391 shares; 2025Q3: 12,391 shares; 2025Q4: 12,403 shares; 2026Q1: 12,403 shares; 2026Q2: 12,424 shares; 2026Q3: 12,184 shares 12,184 $898K 0.05% -240 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,570 shares; 2025Q1: 17,570 shares; 2025Q2: 17,570 shares; 2025Q3: 17,570 shares; 2025Q4: 17,570 shares; 2026Q1: 17,570 shares; 2026Q2: 17,365 shares; 2026Q3: 17,365 shares 17,365 $895K 0.05% 0 Timeline VPL 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: 3,609 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,538 shares; 2025Q4: 7,652 shares; 2026Q1: 7,652 shares; 2026Q2: 7,652 shares; 2026Q3: 7,652 shares 7,652 $886K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,475 shares; 2025Q1: 19,475 shares; 2025Q2: 19,475 shares; 2025Q3: 19,475 shares; 2025Q4: 19,475 shares; 2026Q1: 19,475 shares; 2026Q2: 19,298 shares; 2026Q3: 18,965 shares 18,965 $882K 0.05% -333 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: 7,591 shares; 2025Q1: 7,592 shares; 2025Q2: 7,607 shares; 2025Q3: 7,594 shares; 2025Q4: 6,651 shares; 2026Q1: 6,652 shares; 2026Q2: 5,999 shares; 2026Q3: 6,000 shares 6,000 $872K 0.05% +1 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,707 shares; 2025Q1: 21,542 shares; 2025Q2: 22,577 shares; 2025Q3: 28,357 shares; 2025Q4: 36,556 shares; 2026Q1: 36,556 shares; 2026Q2: 35,316 shares; 2026Q3: 35,726 shares 35,726 $862K 0.05% +410 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: 2,797 shares; 2025Q1: 2,582 shares; 2025Q2: 2,793 shares; 2025Q3: 3,082 shares; 2025Q4: 3,242 shares; 2026Q1: 3,408 shares; 2026Q2: 3,142 shares; 2026Q3: 2,497 shares 2,497 $859K 0.05% -645 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,031 shares; 2025Q1: 9,186 shares; 2025Q2: 8,890 shares; 2025Q3: 9,046 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares; 2026Q2: 8,763 shares; 2026Q3: 9,421 shares 9,421 $858K 0.05% +658 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,767 shares; 2026Q1: 13,767 shares; 2026Q2: 13,767 shares; 2026Q3: 13,767 shares 13,767 $780K 0.05% 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: 972 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,427 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,750 shares; 2026Q3: 2,043 shares 2,043 $778K 0.04% +293 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: 22,666 shares; 2025Q1: 22,290 shares; 2025Q2: 22,714 shares; 2025Q3: 21,870 shares; 2025Q4: 21,396 shares; 2026Q1: 21,445 shares; 2026Q2: 21,453 shares; 2026Q3: 21,453 shares 21,453 $771K 0.04% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,279 shares; 2025Q1: 22,754 shares; 2025Q2: 23,789 shares; 2025Q3: 29,569 shares; 2025Q4: 29,569 shares; 2026Q1: 29,569 shares; 2026Q2: 28,949 shares; 2026Q3: 28,949 shares 28,949 $702K 0.04% 0 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; 2024Q4: 5,849 shares; 2025Q1: 6,095 shares; 2025Q2: 6,162 shares; 2025Q3: 6,485 shares; 2025Q4: 6,545 shares; 2026Q1: 6,590 shares; 2026Q2: 6,665 shares; 2026Q3: 6,712 shares 6,712 $679K 0.04% +47 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: 8,473 shares; 2025Q1: 8,208 shares; 2025Q2: 4,242 shares; 2025Q3: 4,229 shares; 2025Q4: 3,662 shares; 2026Q1: 3,529 shares; 2026Q2: 3,529 shares; 2026Q3: 3,535 shares 3,535 $675K 0.04% +6 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,009 shares; 2025Q1: 9,660 shares; 2025Q2: 9,661 shares; 2025Q3: 9,402 shares; 2025Q4: 9,403 shares; 2026Q1: 9,404 shares; 2026Q2: 9,316 shares; 2026Q3: 9,316 shares 9,316 $667K 0.04% 0 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; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 12,485 shares; 2025Q3: 12,485 shares; 2025Q4: 12,485 shares; 2026Q1: 12,485 shares; 2026Q2: 12,485 shares; 2026Q3: 12,832 shares 12,832 $664K 0.04% +347 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,498 shares; 2025Q1: 5,498 shares; 2025Q2: 5,617 shares; 2025Q3: 5,498 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares; 2026Q2: 5,161 shares; 2026Q3: 5,161 shares 5,161 $654K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 1,189 shares; 2025Q4: 1,550 shares; 2026Q1: 1,794 shares; 2026Q2: 1,794 shares; 2026Q3: 1,794 shares 1,794 $630K 0.04% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,427 shares; 2025Q1: 11,167 shares; 2025Q2: 11,167 shares; 2025Q3: 12,907 shares; 2025Q4: 12,907 shares; 2026Q1: 12,907 shares; 2026Q2: 13,377 shares; 2026Q3: 15,035 shares 15,035 $620K 0.04% +1,658 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,589 shares; 2025Q1: 9,589 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares; 2026Q2: 9,620 shares; 2026Q3: 10,030 shares 10,030 $617K 0.04% +410 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,810 shares; 2025Q1: 8,312 shares; 2025Q2: 8,136 shares; 2025Q3: 8,255 shares; 2025Q4: 8,264 shares; 2026Q1: 8,239 shares; 2026Q2: 8,164 shares; 2026Q3: 8,154 shares 8,154 $604K 0.03% -10 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,858 shares; 2025Q1: 17,858 shares; 2025Q2: 17,858 shares; 2025Q3: 17,858 shares; 2025Q4: 17,858 shares; 2026Q1: 17,858 shares; 2026Q2: 17,858 shares; 2026Q3: 17,858 shares 17,858 $596K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,255 shares; 2025Q1: 4,255 shares; 2025Q2: 4,104 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares; 2026Q1: 3,611 shares; 2026Q2: 3,378 shares; 2026Q3: 3,187 shares 3,187 $592K 0.03% -191 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,549 shares; 2025Q1: 1,694 shares; 2025Q2: 1,639 shares; 2025Q3: 1,651 shares; 2025Q4: 1,575 shares; 2026Q1: 2,342 shares; 2026Q2: 2,391 shares; 2026Q3: 3,494 shares 3,494 $583K 0.03% +1,103 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,507 shares; 2025Q1: 20,688 shares; 2025Q2: 20,882 shares; 2025Q3: 21,242 shares; 2025Q4: 21,443 shares; 2026Q1: 21,626 shares; 2026Q2: 16,126 shares; 2026Q3: 16,126 shares 16,126 $574K 0.03% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,296 shares; 2025Q1: 8,061 shares; 2025Q2: 7,692 shares; 2025Q3: 6,853 shares; 2025Q4: 6,854 shares; 2026Q1: 6,589 shares; 2026Q2: 6,577 shares; 2026Q3: 6,577 shares 6,577 $549K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: not reported; 2026Q3: 28,531 shares 28,531 $545K 0.03% new 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: 852 shares; 2025Q1: 852 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 846 shares; 2026Q1: 891 shares; 2026Q2: 581 shares; 2026Q3: 596 shares 596 $543K 0.03% +15 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,522 shares; 2025Q1: 7,604 shares; 2025Q2: 7,454 shares; 2025Q3: 7,484 shares; 2025Q4: 7,523 shares; 2026Q1: 7,207 shares; 2026Q2: 7,821 shares; 2026Q3: 10,613 shares 10,613 $535K 0.03% +2,792 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,948 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares; 2025Q3: 6,229 shares; 2025Q4: 6,201 shares; 2026Q1: 6,201 shares; 2026Q2: 6,201 shares; 2026Q3: 5,204 shares 5,204 $532K 0.03% -997 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,115 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 12,727 shares; 2025Q4: 11,574 shares; 2026Q1: 11,457 shares; 2026Q2: 11,257 shares; 2026Q3: 11,157 shares 11,157 $528K 0.03% -100 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,904 shares; 2025Q1: 6,908 shares; 2025Q2: 6,913 shares; 2025Q3: 6,919 shares; 2025Q4: 6,928 shares; 2026Q1: 6,932 shares; 2026Q2: 7,959 shares; 2026Q3: 7,444 shares 7,444 $527K 0.03% -515 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,045 shares; 2025Q1: 18,045 shares; 2025Q2: 18,045 shares; 2025Q3: 18,045 shares; 2025Q4: 18,074 shares; 2026Q1: 18,074 shares; 2026Q2: 16,949 shares; 2026Q3: 18,074 shares 18,074 $510K 0.03% +1,125 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 3,123 shares; 2026Q3: 3,279 shares 3,279 $495K 0.03% +156 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: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares; 2026Q3: 1,247 shares 1,247 $493K 0.03% 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: not reported; 2025Q1: not reported; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 13,604 shares; 2026Q1: 13,604 shares; 2026Q2: 13,004 shares; 2026Q3: 8,004 shares 8,004 $492K 0.03% -5,000 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,501 shares; 2026Q3: 2,486 shares 2,486 $489K 0.03% -15 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: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 2,484 shares; 2026Q1: 2,484 shares; 2026Q2: 2,484 shares; 2026Q3: 2,484 shares 2,484 $486K 0.03% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,317 shares; 2025Q1: 31,715 shares; 2025Q2: 26,306 shares; 2025Q3: 21,282 shares; 2025Q4: 20,871 shares; 2026Q1: 18,671 shares; 2026Q2: 18,723 shares; 2026Q3: 19,023 shares 19,023 $478K 0.03% +300 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares; 2026Q2: 7,275 shares; 2026Q3: 7,275 shares 7,275 $472K 0.03% 0 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: 10,739 shares; 2025Q1: 9,459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,878 shares; 2026Q3: 3,913 shares 3,913 $470K 0.03% +35 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: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 3,744 shares; 2026Q3: 3,744 shares 3,744 $469K 0.03% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,222 shares; 2025Q1: 5,223 shares; 2025Q2: 4,853 shares; 2025Q3: 4,854 shares; 2025Q4: 4,854 shares; 2026Q1: 4,854 shares; 2026Q2: 4,855 shares; 2026Q3: 4,855 shares 4,855 $460K 0.03% 0 Timeline VHT 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: 1,729 shares; 2025Q1: 1,682 shares; 2025Q2: 1,685 shares; 2025Q3: 1,603 shares; 2025Q4: 1,607 shares; 2026Q1: 1,609 shares; 2026Q2: 1,323 shares; 2026Q3: 1,435 shares 1,435 $454K 0.03% +112 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: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,442 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,187 shares; 2026Q3: 1,244 shares 1,244 $447K 0.03% +57 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,136 shares; 2025Q1: 5,136 shares; 2025Q2: 5,108 shares; 2025Q3: 4,878 shares; 2025Q4: 4,880 shares; 2026Q1: 4,360 shares; 2026Q2: 4,352 shares; 2026Q3: 4,352 shares 4,352 $444K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,984 shares; 2025Q1: 10,792 shares; 2025Q2: 12,014 shares; 2025Q3: 10,397 shares; 2025Q4: 10,244 shares; 2026Q1: 9,878 shares; 2026Q2: 9,853 shares; 2026Q3: 9,668 shares 9,668 $443K 0.03% -185 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: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares; 2026Q3: 2,383 shares 2,383 $424K 0.02% 0 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; 2024Q4: 13,426 shares; 2025Q1: 13,426 shares; 2025Q2: 13,438 shares; 2025Q3: 13,258 shares; 2025Q4: 13,258 shares; 2026Q1: 13,258 shares; 2026Q2: 13,258 shares; 2026Q3: 12,718 shares 12,718 $424K 0.02% -540 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,077 shares; 2025Q3: 10,077 shares; 2025Q4: 9,888 shares; 2026Q1: 9,052 shares; 2026Q2: 9,052 shares; 2026Q3: 9,052 shares 9,052 $419K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,599 shares; 2025Q1: 8,599 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares; 2025Q4: 8,599 shares; 2026Q1: 8,599 shares; 2026Q2: 8,599 shares; 2026Q3: 8,599 shares 8,599 $418K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 425 shares; 2026Q3: 425 shares 425 $392K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $389K 0.02% 0 Timeline FDN 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; 2024Q4: not reported; 2025Q1: 929 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,109 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares; 2026Q3: 1,347 shares 1,347 $389K 0.02% 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; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,416 shares; 2026Q3: 2,416 shares 2,416 $388K 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,670 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares; 2026Q3: 2,370 shares 2,370 $363K 0.02% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,723 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 13,688 shares; 2025Q4: 14,083 shares; 2026Q1: 14,083 shares; 2026Q2: 13,693 shares; 2026Q3: 14,493 shares 14,493 $362K 0.02% +800 Timeline VBK 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: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 933 shares; 2026Q3: 1,067 shares 1,067 $360K 0.02% +134 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,260 shares; 2025Q1: 3,199 shares; 2025Q2: 3,409 shares; 2025Q3: 3,350 shares; 2025Q4: 4,262 shares; 2026Q1: 4,262 shares; 2026Q2: 4,262 shares; 2026Q3: 4,262 shares 4,262 $353K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,600 shares; 2025Q3: 3,567 shares; 2025Q4: 3,050 shares; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares; 2026Q3: 3,026 shares 3,026 $345K 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,565 shares; 2025Q1: 7,530 shares; 2025Q2: 6,523 shares; 2025Q3: 5,972 shares; 2025Q4: 5,972 shares; 2026Q1: 5,329 shares; 2026Q2: 5,329 shares; 2026Q3: 4,458 shares 4,458 $344K 0.02% -871 Timeline XLF 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: not reported; 2025Q1: not reported; 2025Q2: 7,586 shares; 2025Q3: 7,586 shares; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares; 2026Q2: 7,586 shares; 2026Q3: 6,443 shares 6,443 $344K 0.02% -1,143 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: 478 shares; 2025Q1: 478 shares; 2025Q2: 485 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 472 shares; 2026Q2: 463 shares; 2026Q3: 471 shares 471 $342K 0.02% +8 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 2,138 shares; 2026Q2: 2,138 shares; 2026Q3: 2,089 shares 2,089 $337K 0.02% -49 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares; 2026Q3: 935 shares 935 $334K 0.02% -190 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: 2,194 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 1,900 shares; 2026Q1: 1,718 shares; 2026Q2: 1,618 shares; 2026Q3: 1,620 shares 1,620 $331K 0.02% +2 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 310 shares; 2026Q3: 310 shares 310 $330K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,791 shares; 2025Q1: 13,747 shares; 2025Q2: 14,018 shares; 2025Q3: 13,980 shares; 2025Q4: 13,991 shares; 2026Q1: 12,929 shares; 2026Q2: 12,933 shares; 2026Q3: 13,141 shares 13,141 $321K 0.02% +208 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,570 shares; 2025Q1: 2,573 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares; 2026Q2: 2,569 shares; 2026Q3: 2,569 shares 2,569 $315K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares; 2026Q3: 2,245 shares 2,245 $309K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,261 shares; 2025Q3: 2,262 shares; 2025Q4: 2,274 shares; 2026Q1: 2,010 shares; 2026Q2: 1,810 shares; 2026Q3: 1,811 shares 1,811 $305K 0.02% +1 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: 3,428 shares; 2025Q1: 3,431 shares; 2025Q2: 3,433 shares; 2025Q3: 3,435 shares; 2025Q4: 3,260 shares; 2026Q1: 3,142 shares; 2026Q2: 3,052 shares; 2026Q3: 3,055 shares 3,055 $302K 0.02% +3 Timeline AIA 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: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares; 2026Q3: 2,115 shares 2,115 $301K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,399 shares; 2025Q1: 1,400 shares; 2025Q2: 1,382 shares; 2025Q3: 1,383 shares; 2025Q4: 1,357 shares; 2026Q1: 1,309 shares; 2026Q2: 1,259 shares; 2026Q3: 1,614 shares 1,614 $298K 0.02% +355 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; 2024Q4: 9,694 shares; 2025Q1: 9,751 shares; 2025Q2: 9,751 shares; 2025Q3: 9,751 shares; 2025Q4: 8,566 shares; 2026Q1: 8,566 shares; 2026Q2: 8,566 shares; 2026Q3: 8,429 shares 8,429 $295K 0.02% -137 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,967 shares; 2026Q3: 5,644 shares 5,644 $294K 0.02% +1,677 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,611 shares; 2025Q4: 2,181 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares; 2026Q3: 2,185 shares 2,185 $289K 0.02% +4 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: 1,173 shares; 2025Q1: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares; 2026Q3: 1,146 shares 1,146 $284K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,215 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares; 2026Q2: 2,928 shares; 2026Q3: 2,928 shares 2,928 $278K 0.02% 0 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: 9,436 shares; 2025Q1: 9,437 shares; 2025Q2: 5,498 shares; 2025Q3: 5,470 shares; 2025Q4: 5,222 shares; 2026Q1: 5,223 shares; 2026Q2: 2,499 shares; 2026Q3: 2,500 shares 2,500 $269K 0.02% +1 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; 2024Q4: 6,384 shares; 2025Q1: 6,310 shares; 2025Q2: 6,054 shares; 2025Q3: 5,619 shares; 2025Q4: 5,604 shares; 2026Q1: 5,155 shares; 2026Q2: 4,236 shares; 2026Q3: 4,206 shares 4,206 $262K 0.02% -30 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: 1,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 756 shares; 2026Q2: 756 shares; 2026Q3: 767 shares 767 $261K 0.02% +11 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,376 shares; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares; 2026Q2: 2,376 shares; 2026Q3: 2,376 shares 2,376 $260K 0.02% 0 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; 2024Q4: 1,380 shares; 2025Q1: 1,374 shares; 2025Q2: 1,326 shares; 2025Q3: 1,226 shares; 2025Q4: 1,222 shares; 2026Q1: 1,140 shares; 2026Q2: 1,123 shares; 2026Q3: 1,076 shares 1,076 $256K 0.01% -47 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: 6,275 shares; 2025Q1: 6,563 shares; 2025Q2: 6,936 shares; 2025Q3: not reported; 2025Q4: 3,054 shares; 2026Q1: 3,092 shares; 2026Q2: 3,118 shares; 2026Q3: 3,135 shares 3,135 $254K 0.01% +17 Timeline EMHY ISHARES INC More: the full row for ISHARES 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: 6,922 shares; 2026Q1: 6,922 shares; 2026Q2: 5,802 shares; 2026Q3: 6,427 shares 6,427 $249K 0.01% +625 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares; 2026Q3: 2,300 shares 2,300 $246K 0.01% 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: 4,470 shares; 2025Q1: 4,470 shares; 2025Q2: 4,470 shares; 2025Q3: 4,470 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares; 2026Q2: 3,125 shares; 2026Q3: 3,305 shares 3,305 $244K 0.01% +180 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,189 shares; 2025Q1: 4,767 shares; 2025Q2: 4,593 shares; 2025Q3: 4,594 shares; 2025Q4: 4,596 shares; 2026Q1: 4,596 shares; 2026Q2: 4,595 shares; 2026Q3: 4,438 shares 4,438 $244K 0.01% -157 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,300 shares; 2025Q1: 4,120 shares; 2025Q2: 3,835 shares; 2025Q3: 3,188 shares; 2025Q4: 2,872 shares; 2026Q1: 2,792 shares; 2026Q2: 2,663 shares; 2026Q3: 2,602 shares 2,602 $243K 0.01% -61 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares; 2026Q2: 3,082 shares; 2026Q3: 1,160 shares 1,160 $243K 0.01% -1,922 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 4,150 shares; 2026Q3: 4,853 shares 4,853 $242K 0.01% +703 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,305 shares; 2026Q3: 1,305 shares 1,305 $241K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,484 shares; 2025Q1: not reported; 2025Q2: 4,939 shares; 2025Q3: 4,332 shares; 2025Q4: 4,334 shares; 2026Q1: 4,336 shares; 2026Q2: 4,337 shares; 2026Q3: 4,345 shares 4,345 $236K 0.01% +8 Timeline BKMC 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: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 6,000 shares 6,000 $232K 0.01% +4,000 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,218 shares 2,218 $229K 0.01% new Timeline FALN 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: 9,685 shares; 2026Q1: 9,685 shares; 2026Q2: 8,049 shares; 2026Q3: 8,539 shares 8,539 $221K 0.01% +490 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,576 shares; 2025Q1: 11,238 shares; 2025Q2: 5,971 shares; 2025Q3: 5,956 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares; 2026Q2: 3,256 shares; 2026Q3: 3,256 shares 3,256 $219K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: not reported; 2026Q2: 702 shares; 2026Q3: 702 shares 702 $219K 0.01% 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; 2024Q4: 5,260 shares; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,198 shares; 2025Q4: 1,204 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,156 shares 1,156 $216K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 714 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 670 shares; 2026Q2: 646 shares; 2026Q3: 646 shares 646 $214K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 1,980 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,980 shares 1,980 $211K 0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 2,942 shares; 2026Q1: 2,942 shares; 2026Q2: 2,942 shares; 2026Q3: 2,942 shares 2,942 $207K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,293 shares; 2025Q1: 1,293 shares; 2025Q2: 1,317 shares; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,293 shares; 2026Q2: 1,293 shares; 2026Q3: 1,293 shares 1,293 $204K 0.01% 0 Timeline EAGG 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: not reported; 2026Q3: 4,471 shares 4,471 $202K 0.01% new Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares; 2025Q4: 12,061 shares; 2026Q1: 12,061 shares; 2026Q2: 12,061 shares; 2026Q3: 12,061 shares 12,061 $97K 0.01% 0 Timeline