SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,366,964 shares; 2025Q1: 2,251,634 shares; 2025Q2: 2,264,471 shares; 2025Q3: 2,300,034 shares; 2025Q4: 2,297,743 shares; 2026Q1: 2,403,354 shares; 2026Q2: 2,458,693 shares; 2026Q3: 2,542,472 shares 2,542,472 $228M 26.48% +83,779 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: 1,576,858 shares; 2025Q1: 1,565,058 shares; 2025Q2: 1,595,482 shares; 2025Q3: 1,615,275 shares; 2025Q4: 1,627,905 shares; 2026Q1: 1,880,432 shares; 2026Q2: 1,973,367 shares; 2026Q3: 2,053,612 shares 2,053,612 $103M 11.96% +80,245 Timeline HELO 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: 598,273 shares; 2025Q1: 578,595 shares; 2025Q2: 589,884 shares; 2025Q3: 630,253 shares; 2025Q4: 684,554 shares; 2026Q1: 706,317 shares; 2026Q2: 732,936 shares; 2026Q3: 769,019 shares 769,019 $53.2M 6.17% +36,083 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146,586 shares; 2025Q1: 152,771 shares; 2025Q2: 176,130 shares; 2025Q3: 281,646 shares; 2025Q4: 878,288 shares; 2026Q1: 893,551 shares; 2026Q2: 930,053 shares; 2026Q3: 993,000 shares 993,000 $50.8M 5.89% +62,947 Timeline SPMD 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: 672,749 shares; 2025Q1: 686,382 shares; 2025Q2: 696,729 shares; 2025Q3: 733,679 shares; 2025Q4: 735,546 shares; 2026Q1: 730,796 shares; 2026Q2: 748,284 shares; 2026Q3: 778,920 shares 778,920 $49.1M 5.7% +30,636 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 772,452 shares 772,452 $38.3M 4.44% new 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: 682,080 shares; 2025Q1: 682,022 shares; 2025Q2: 695,826 shares; 2025Q3: 729,139 shares; 2025Q4: 718,855 shares; 2026Q1: 655,147 shares; 2026Q2: 667,839 shares; 2026Q3: 688,151 shares 688,151 $36.4M 4.22% +20,312 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122,665 shares; 2025Q1: 154,515 shares; 2025Q2: 175,720 shares; 2025Q3: 211,327 shares; 2025Q4: 710,661 shares; 2026Q1: 700,249 shares; 2026Q2: 721,033 shares; 2026Q3: 762,410 shares 762,410 $30.3M 3.51% +41,377 Timeline BOXX 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: 5,815 shares; 2025Q1: 5,876 shares; 2025Q2: 13,475 shares; 2025Q3: 139,422 shares; 2025Q4: 142,324 shares; 2026Q1: 165,908 shares; 2026Q2: 167,468 shares; 2026Q3: 227,129 shares 227,129 $26.9M 3.12% +59,661 Timeline CLIP 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: 192,684 shares; 2025Q1: 246,339 shares; 2025Q2: 246,717 shares; 2025Q3: 222,830 shares; 2025Q4: 244,204 shares; 2026Q1: 237,507 shares; 2026Q2: 246,852 shares; 2026Q3: 234,219 shares 234,219 $23.5M 2.73% -12,633 Timeline JCPB 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: 338,195 shares; 2025Q1: 364,232 shares; 2025Q2: 365,188 shares; 2025Q3: 389,503 shares; 2025Q4: 443,524 shares; 2026Q1: 450,648 shares; 2026Q2: 468,994 shares; 2026Q3: 495,070 shares 495,070 $22.2M 2.57% +26,076 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,018 shares; 2025Q2: 29,350 shares; 2025Q3: 81,742 shares; 2025Q4: 390,618 shares; 2026Q1: 406,200 shares; 2026Q2: 414,634 shares; 2026Q3: 442,990 shares 442,990 $19.9M 2.31% +28,356 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: 56,693 shares; 2025Q1: 54,599 shares; 2025Q2: 54,221 shares; 2025Q3: 52,532 shares; 2025Q4: 49,970 shares; 2026Q1: 48,800 shares; 2026Q2: 48,275 shares; 2026Q3: 46,895 shares 46,895 $17.5M 2.04% -1,380 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: 10,560 shares; 2025Q1: 24,365 shares; 2025Q2: 25,390 shares; 2025Q3: 25,018 shares; 2025Q4: 24,681 shares; 2026Q1: 21,495 shares; 2026Q2: 20,944 shares; 2026Q3: 20,576 shares 20,576 $15.8M 1.83% -368 Timeline SCHO 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: 367,063 shares; 2025Q1: 386,250 shares; 2025Q2: 382,422 shares; 2025Q3: 424,359 shares; 2025Q4: 481,950 shares; 2026Q1: 472,888 shares; 2026Q2: 487,954 shares; 2026Q3: 531,181 shares 531,181 $12.7M 1.47% +43,227 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: 178,964 shares; 2025Q1: 138,160 shares; 2025Q2: 142,485 shares; 2025Q3: 140,373 shares; 2025Q4: 135,844 shares; 2026Q1: 129,193 shares; 2026Q2: 130,185 shares; 2026Q3: 128,339 shares 128,339 $11.5M 1.33% -1,846 Timeline JPIB 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: 157,230 shares; 2025Q1: 161,611 shares; 2025Q2: 164,837 shares; 2025Q3: 180,705 shares; 2025Q4: 183,205 shares; 2026Q1: 191,457 shares; 2026Q2: 198,525 shares; 2026Q3: 211,114 shares 211,114 $9.86M 1.14% +12,589 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: 101,606 shares; 2025Q1: 101,456 shares; 2025Q2: 103,179 shares; 2025Q3: 118,582 shares; 2025Q4: 125,232 shares; 2026Q1: 100,600 shares; 2026Q2: 101,806 shares; 2026Q3: 105,693 shares 105,693 $9.47M 1.1% +3,887 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: 184,067 shares; 2025Q1: 230,051 shares; 2025Q2: 236,356 shares; 2025Q3: 234,485 shares; 2025Q4: 234,307 shares; 2026Q1: 219,294 shares; 2026Q2: 216,238 shares; 2026Q3: 213,466 shares 213,466 $7.26M 0.84% -2,772 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: 56,483 shares; 2025Q1: 57,972 shares; 2025Q2: 49,551 shares; 2025Q3: 50,080 shares; 2025Q4: 49,443 shares; 2026Q1: 49,468 shares; 2026Q2: 49,950 shares; 2026Q3: 49,258 shares 49,258 $7.01M 0.81% -692 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: 18,754 shares; 2025Q1: 26,935 shares; 2025Q2: 27,789 shares; 2025Q3: 27,709 shares; 2025Q4: 26,885 shares; 2026Q1: 25,712 shares; 2026Q2: 25,039 shares; 2026Q3: 24,544 shares 24,544 $6.98M 0.81% -495 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: 15,914 shares; 2025Q1: 100,763 shares; 2025Q2: 101,721 shares; 2025Q3: 98,063 shares; 2025Q4: 91,810 shares; 2026Q1: 85,944 shares; 2026Q2: 83,042 shares; 2026Q3: 80,171 shares 80,171 $5.66M 0.66% -2,871 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: 75,956 shares; 2025Q1: 101,216 shares; 2025Q2: 103,482 shares; 2025Q3: 104,017 shares; 2025Q4: 98,561 shares; 2026Q1: 92,840 shares; 2026Q2: 90,489 shares; 2026Q3: 90,538 shares 90,538 $5.37M 0.62% +49 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: 12,757 shares; 2025Q1: 12,385 shares; 2025Q2: 12,424 shares; 2025Q3: 12,855 shares; 2025Q4: 13,201 shares; 2026Q1: 13,472 shares; 2026Q2: 13,414 shares; 2026Q3: 13,411 shares 13,411 $4.47M 0.52% -3 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: 948,344 shares; 2025Q1: 931,809 shares; 2025Q2: 932,776 shares; 2025Q3: 816,067 shares; 2025Q4: 879,733 shares; 2026Q1: 835,319 shares; 2026Q2: 866,882 shares; 2026Q3: 73,561 shares 73,561 $3.71M 0.43% -793,321 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,619 shares; 2025Q1: 156,031 shares; 2025Q2: 147,533 shares; 2025Q3: 140,132 shares; 2025Q4: 128,161 shares; 2026Q1: 117,132 shares; 2026Q2: 112,453 shares; 2026Q3: 102,659 shares 102,659 $3.52M 0.41% -9,794 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: 22,667 shares; 2025Q1: 23,801 shares; 2025Q2: 19,138 shares; 2025Q3: 20,293 shares; 2025Q4: 20,395 shares; 2026Q1: 20,385 shares; 2026Q2: 21,252 shares; 2026Q3: 21,054 shares 21,054 $2.86M 0.33% -198 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,366 shares; 2025Q1: 106,850 shares; 2025Q2: 99,756 shares; 2025Q3: 92,718 shares; 2025Q4: 88,332 shares; 2026Q1: 68,049 shares; 2026Q2: 64,935 shares; 2026Q3: 61,855 shares 61,855 $2.68M 0.31% -3,080 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: 59,311 shares; 2025Q1: 69,575 shares; 2025Q2: 67,676 shares; 2025Q3: 67,086 shares; 2025Q4: 47,435 shares; 2026Q1: 48,272 shares; 2026Q2: 47,492 shares; 2026Q3: 46,510 shares 46,510 $2.41M 0.28% -982 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: 4,336 shares; 2025Q1: 4,384 shares; 2025Q2: 4,385 shares; 2025Q3: 4,426 shares; 2025Q4: 4,602 shares; 2026Q1: 4,560 shares; 2026Q2: 4,585 shares; 2026Q3: 4,489 shares 4,489 $2.3M 0.27% -96 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,515 shares; 2025Q1: 60,841 shares; 2025Q2: 57,599 shares; 2025Q3: 53,561 shares; 2025Q4: 18,772 shares; 2026Q1: 18,633 shares; 2026Q2: 18,655 shares; 2026Q3: 18,289 shares 18,289 $1.68M 0.2% -366 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: 9,166 shares; 2025Q1: 28,017 shares; 2025Q2: 28,682 shares; 2025Q3: 26,971 shares; 2025Q4: 26,630 shares; 2026Q1: 26,433 shares; 2026Q2: 24,906 shares; 2026Q3: 23,342 shares 23,342 $1.68M 0.19% -1,564 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: 1,189 shares; 2025Q1: 2,745 shares; 2025Q2: 2,828 shares; 2025Q3: 2,293 shares; 2025Q4: 2,171 shares; 2026Q1: 2,205 shares; 2026Q2: 2,190 shares; 2026Q3: 2,218 shares 2,218 $1.55M 0.18% +28 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: 18,631 shares; 2025Q1: 18,470 shares; 2025Q2: 17,800 shares; 2025Q3: 16,847 shares; 2025Q4: 16,210 shares; 2026Q1: 16,616 shares; 2026Q2: 16,080 shares; 2026Q3: 16,039 shares 16,039 $1.46M 0.17% -41 Timeline JMST 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: 10,922 shares; 2025Q1: 11,519 shares; 2025Q2: 28,016 shares; 2025Q3: 27,966 shares; 2025Q4: 25,381 shares; 2026Q1: 23,991 shares; 2026Q2: 36,133 shares; 2026Q3: 26,813 shares 26,813 $1.36M 0.16% -9,320 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: 11,801 shares; 2025Q1: 23,227 shares; 2025Q2: 23,092 shares; 2025Q3: 24,046 shares; 2025Q4: 34,881 shares; 2026Q1: 35,598 shares; 2026Q2: 35,829 shares; 2026Q3: 35,621 shares 35,621 $1.28M 0.15% -208 Timeline QTEC 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: 4,380 shares; 2025Q1: 4,922 shares; 2025Q2: 3,861 shares; 2025Q3: 3,865 shares; 2025Q4: 2,749 shares; 2026Q1: 2,761 shares; 2026Q2: 2,761 shares; 2026Q3: 3,556 shares 3,556 $1.17M 0.14% +795 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,867 shares; 2025Q1: 20,545 shares; 2025Q2: 20,523 shares; 2025Q3: 20,062 shares; 2025Q4: 19,845 shares; 2026Q1: 18,559 shares; 2026Q2: 18,581 shares; 2026Q3: 18,469 shares 18,469 $1.14M 0.13% -112 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: 10,012 shares; 2025Q1: 9,776 shares; 2025Q2: 9,779 shares; 2025Q3: 9,779 shares; 2025Q4: 9,956 shares; 2026Q1: 10,636 shares; 2026Q2: 10,580 shares; 2026Q3: 10,796 shares 10,796 $1.12M 0.13% +216 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: 81,134 shares; 2025Q1: 73,575 shares; 2025Q2: 75,618 shares; 2025Q3: 76,063 shares; 2025Q4: 57,825 shares; 2026Q1: 55,173 shares; 2026Q2: 50,779 shares; 2026Q3: 49,844 shares 49,844 $1.1M 0.13% -935 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: 4,164 shares; 2025Q1: 4,249 shares; 2025Q2: 4,250 shares; 2025Q3: 4,257 shares; 2025Q4: 4,281 shares; 2026Q1: 4,293 shares; 2026Q2: 4,279 shares; 2026Q3: 4,040 shares 4,040 $1.06M 0.12% -239 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 47,689 shares; 2025Q2: 47,628 shares; 2025Q3: 39,206 shares; 2025Q4: 33,123 shares; 2026Q1: 32,990 shares; 2026Q2: 35,791 shares; 2026Q3: 40,935 shares 40,935 $1.04M 0.12% +5,144 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: 9,918 shares; 2025Q1: 9,549 shares; 2025Q2: 9,548 shares; 2025Q3: 9,652 shares; 2025Q4: 9,884 shares; 2026Q1: 9,694 shares; 2026Q2: 9,703 shares; 2026Q3: 9,513 shares 9,513 $989K 0.11% -190 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: 7,771 shares; 2025Q1: 8,273 shares; 2025Q2: 7,563 shares; 2025Q3: 7,580 shares; 2025Q4: 7,596 shares; 2026Q1: 7,640 shares; 2026Q2: 8,114 shares; 2026Q3: 8,679 shares 8,679 $951K 0.11% +565 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: 42,428 shares; 2025Q2: 43,871 shares; 2025Q3: 41,562 shares; 2025Q4: 36,112 shares; 2026Q1: 35,272 shares; 2026Q2: 30,233 shares; 2026Q3: 27,964 shares 27,964 $912K 0.11% -2,269 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: 2,010 shares; 2025Q1: 1,999 shares; 2025Q2: 2,401 shares; 2025Q3: 2,423 shares; 2025Q4: 2,560 shares; 2026Q1: 2,541 shares; 2026Q2: 2,532 shares; 2026Q3: 2,551 shares 2,551 $905K 0.11% +19 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: 803 shares; 2025Q1: 804 shares; 2025Q2: 839 shares; 2025Q3: 844 shares; 2025Q4: 865 shares; 2026Q1: 748 shares; 2026Q2: 755 shares; 2026Q3: 758 shares 758 $877K 0.1% +3 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: 3,171 shares; 2025Q1: 3,086 shares; 2025Q2: 3,079 shares; 2025Q3: 3,086 shares; 2025Q4: 2,810 shares; 2026Q1: 2,817 shares; 2026Q2: 11,277 shares; 2026Q3: 11,113 shares 11,113 $871K 0.1% -164 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: 3,558 shares; 2025Q1: 3,546 shares; 2025Q2: 3,503 shares; 2025Q3: 3,388 shares; 2025Q4: 3,545 shares; 2026Q1: 3,224 shares; 2026Q2: 3,330 shares; 2026Q3: 3,505 shares 3,505 $800K 0.09% +175 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: 9,158 shares; 2025Q3: 6,296 shares; 2025Q4: 7,204 shares; 2026Q1: 6,232 shares; 2026Q2: 6,366 shares; 2026Q3: 6,426 shares 6,426 $773K 0.09% +60 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: 1,410 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,051 shares; 2025Q4: 995 shares; 2026Q1: 1,005 shares; 2026Q2: 990 shares; 2026Q3: 1,020 shares 1,020 $739K 0.09% +30 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: 1,891 shares; 2025Q1: 2,027 shares; 2025Q2: 2,030 shares; 2025Q3: 2,063 shares; 2025Q4: 2,135 shares; 2026Q1: 2,092 shares; 2026Q2: 2,110 shares; 2026Q3: 2,094 shares 2,094 $693K 0.08% -16 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 40,093 shares; 2025Q2: 35,760 shares; 2025Q3: 34,036 shares; 2025Q4: 32,104 shares; 2026Q1: 21,148 shares; 2026Q2: 20,545 shares; 2026Q3: 19,864 shares 19,864 $669K 0.08% -681 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,593 shares; 2025Q1: 14,956 shares; 2025Q2: 10,995 shares; 2025Q3: 22,157 shares; 2025Q4: 25,796 shares; 2026Q1: 25,977 shares; 2026Q2: 25,964 shares; 2026Q3: 25,492 shares 25,492 $661K 0.08% -472 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,394 shares; 2025Q1: 3,580 shares; 2025Q2: 3,405 shares; 2025Q3: 3,396 shares; 2025Q4: 3,396 shares; 2026Q1: 3,399 shares; 2026Q2: 3,403 shares; 2026Q3: 3,407 shares 3,407 $660K 0.08% +4 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: 17,888 shares; 2025Q1: 17,582 shares; 2025Q2: 16,001 shares; 2025Q3: 14,849 shares; 2025Q4: 14,107 shares; 2026Q1: 13,473 shares; 2026Q2: 12,994 shares; 2026Q3: 11,374 shares 11,374 $655K 0.08% -1,620 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: 792 shares; 2025Q1: 760 shares; 2025Q2: 849 shares; 2025Q3: 840 shares; 2025Q4: 947 shares; 2026Q1: 917 shares; 2026Q2: 922 shares; 2026Q3: 805 shares 805 $653K 0.08% -117 Timeline JMUB 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: 7,844 shares; 2025Q1: 8,042 shares; 2025Q2: 5,863 shares; 2025Q3: 11,859 shares; 2025Q4: 13,849 shares; 2026Q1: 13,840 shares; 2026Q2: 13,780 shares; 2026Q3: 13,191 shares 13,191 $628K 0.07% -589 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,059 shares; 2026Q3: 8,344 shares 8,344 $614K 0.07% +5,285 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: not reported; 2025Q1: 7,954 shares; 2025Q2: 7,672 shares; 2025Q3: 7,945 shares; 2025Q4: 8,316 shares; 2026Q1: 8,257 shares; 2026Q2: 8,243 shares; 2026Q3: 7,555 shares 7,555 $613K 0.07% -688 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: 445 shares; 2025Q1: 571 shares; 2025Q2: 597 shares; 2025Q3: 605 shares; 2025Q4: 648 shares; 2026Q1: 649 shares; 2026Q2: 702 shares; 2026Q3: 666 shares 666 $607K 0.07% -36 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: not reported; 2025Q1: 11,643 shares; 2025Q2: 11,643 shares; 2025Q3: 11,643 shares; 2025Q4: 11,701 shares; 2026Q1: 6,639 shares; 2026Q2: 6,639 shares; 2026Q3: 6,661 shares 6,661 $566K 0.07% +22 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 4,197 shares; 2025Q3: 4,734 shares; 2025Q4: 6,924 shares; 2026Q1: 6,944 shares; 2026Q2: 7,023 shares; 2026Q3: 7,030 shares 7,030 $544K 0.06% +7 Timeline EFG 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: 2,740 shares; 2025Q2: 2,723 shares; 2025Q3: 3,104 shares; 2025Q4: 4,341 shares; 2026Q1: 4,420 shares; 2026Q2: 4,479 shares; 2026Q3: 4,491 shares 4,491 $538K 0.06% +12 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: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,140 shares; 2025Q4: 2,267 shares; 2026Q1: 2,084 shares; 2026Q2: 2,094 shares; 2026Q3: 2,108 shares 2,108 $525K 0.06% +14 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: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,006 shares; 2025Q3: 1,022 shares; 2025Q4: 1,017 shares; 2026Q1: 1,025 shares; 2026Q2: 1,031 shares; 2026Q3: 1,049 shares 1,049 $522K 0.06% +18 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: 2,993 shares; 2025Q1: 3,008 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 2,468 shares; 2026Q1: 2,479 shares; 2026Q2: 2,486 shares; 2026Q3: 2,493 shares 2,493 $519K 0.06% +7 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: 6,490 shares; 2025Q1: 6,490 shares; 2025Q2: 6,553 shares; 2025Q3: 6,841 shares; 2025Q4: 6,935 shares; 2026Q1: 6,935 shares; 2026Q2: 6,937 shares; 2026Q3: 6,937 shares 6,937 $463K 0.05% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,773 shares; 2025Q1: 12,187 shares; 2025Q2: 11,009 shares; 2025Q3: 23,902 shares; 2025Q4: 22,956 shares; 2026Q1: 20,960 shares; 2026Q2: 19,311 shares; 2026Q3: 17,901 shares 17,901 $460K 0.05% -1,410 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,544 shares; 2025Q1: 51,165 shares; 2025Q2: 48,187 shares; 2025Q3: 40,537 shares; 2025Q4: 43,828 shares; 2026Q1: 20,906 shares; 2026Q2: 18,734 shares; 2026Q3: 9,010 shares 9,010 $454K 0.05% -9,724 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,047 shares; 2025Q4: 1,035 shares; 2026Q1: 1,045 shares; 2026Q2: 1,048 shares; 2026Q3: 1,057 shares 1,057 $454K 0.05% +9 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,680 shares; 2026Q1: 2,692 shares; 2026Q2: 2,599 shares; 2026Q3: 2,610 shares 2,610 $449K 0.05% +11 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,570 shares; 2025Q1: 13,957 shares; 2025Q2: 14,019 shares; 2025Q3: 14,523 shares; 2025Q4: 13,075 shares; 2026Q1: 13,240 shares; 2026Q2: 13,388 shares; 2026Q3: 10,819 shares 10,819 $440K 0.05% -2,569 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 447 shares; 2026Q1: 448 shares; 2026Q2: 3,496 shares; 2026Q3: 3,500 shares 3,500 $440K 0.05% +4 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: not reported; 2025Q1: 1,017 shares; 2025Q2: 1,010 shares; 2025Q3: 1,099 shares; 2025Q4: 1,702 shares; 2026Q1: 1,468 shares; 2026Q2: 1,478 shares; 2026Q3: 1,476 shares 1,476 $431K 0.05% -2 Timeline BKLC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares; 2026Q3: 8,800 shares 8,800 $430K 0.05% +5,872 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: 847 shares; 2025Q3: 925 shares; 2025Q4: 1,379 shares; 2026Q1: 1,229 shares; 2026Q2: 1,237 shares; 2026Q3: 1,235 shares 1,235 $417K 0.05% -2 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: 4,806 shares; 2025Q1: 4,821 shares; 2025Q2: 4,855 shares; 2025Q3: 4,879 shares; 2025Q4: 4,962 shares; 2026Q1: 4,970 shares; 2026Q2: 4,969 shares; 2026Q3: 4,969 shares 4,969 $412K 0.05% 0 Timeline BBRE 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: 5,098 shares; 2025Q1: 4,868 shares; 2025Q2: 4,749 shares; 2025Q3: 4,532 shares; 2025Q4: 4,600 shares; 2026Q1: 4,121 shares; 2026Q2: 4,186 shares; 2026Q3: 4,135 shares 4,135 $412K 0.05% -51 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: 2,416 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,302 shares; 2025Q4: 1,275 shares; 2026Q1: 1,278 shares; 2026Q2: 1,276 shares; 2026Q3: 1,154 shares 1,154 $406K 0.05% -122 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: 1,088 shares; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,060 shares; 2025Q4: 925 shares; 2026Q1: 904 shares; 2026Q2: 1,046 shares; 2026Q3: 1,141 shares 1,141 $401K 0.05% +95 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: 430 shares; 2026Q3: 430 shares 430 $397K 0.05% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 1,086 shares; 2026Q1: 1,016 shares; 2026Q2: 1,080 shares; 2026Q3: 1,129 shares 1,129 $388K 0.05% +49 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,176 shares; 2026Q2: 1,212 shares; 2026Q3: 1,215 shares 1,215 $384K 0.04% +3 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,069 shares; 2025Q1: 20,607 shares; 2025Q2: 20,301 shares; 2025Q3: 16,657 shares; 2025Q4: 12,947 shares; 2026Q1: 12,669 shares; 2026Q2: 13,357 shares; 2026Q3: 14,598 shares 14,598 $363K 0.04% +1,241 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: 1,315 shares; 2025Q1: 1,318 shares; 2025Q2: 1,321 shares; 2025Q3: 1,295 shares; 2025Q4: 1,325 shares; 2026Q1: 1,267 shares; 2026Q2: 1,288 shares; 2026Q3: 1,263 shares 1,263 $359K 0.04% -25 Timeline QQEW 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: 2,393 shares; 2025Q1: 2,358 shares; 2025Q2: 2,337 shares; 2025Q3: 2,339 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 2,190 shares; 2026Q3: 2,190 shares 2,190 $356K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares; 2026Q2: 900 shares; 2026Q3: 898 shares 898 $355K 0.04% -2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,600 shares; 2026Q1: 1,607 shares; 2026Q2: 1,606 shares; 2026Q3: 1,613 shares 1,613 $352K 0.04% +7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 1,623 shares; 2026Q2: 1,607 shares; 2026Q3: 1,612 shares 1,612 $352K 0.04% +5 Timeline VFH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,525 shares; 2026Q1: 2,531 shares; 2026Q2: 2,625 shares; 2026Q3: 2,633 shares 2,633 $342K 0.04% +8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,226 shares; 2026Q1: 1,214 shares; 2026Q2: 1,225 shares; 2026Q3: 1,276 shares 1,276 $338K 0.04% +51 Timeline VOX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,739 shares; 2026Q1: 1,742 shares; 2026Q2: 1,767 shares; 2026Q3: 1,770 shares 1,770 $337K 0.04% +3 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: 2,109 shares; 2025Q1: 2,102 shares; 2025Q2: 2,108 shares; 2025Q3: 1,961 shares; 2025Q4: 1,887 shares; 2026Q1: 1,715 shares; 2026Q2: 1,721 shares; 2026Q3: 1,476 shares 1,476 $337K 0.04% -245 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,813 shares; 2025Q1: 25,987 shares; 2025Q2: 25,514 shares; 2025Q3: 25,024 shares; 2025Q4: 23,721 shares; 2026Q1: 15,290 shares; 2026Q2: 15,170 shares; 2026Q3: 12,228 shares 12,228 $321K 0.04% -2,942 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,828 shares; 2026Q1: 1,838 shares; 2026Q2: 1,854 shares; 2026Q3: 1,866 shares 1,866 $319K 0.04% +12 Timeline VCR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 853 shares; 2026Q1: 854 shares; 2026Q2: 871 shares; 2026Q3: 872 shares 872 $318K 0.04% +1 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,152 shares; 2025Q1: 19,340 shares; 2025Q2: 18,835 shares; 2025Q3: 18,804 shares; 2025Q4: 17,476 shares; 2026Q1: 16,531 shares; 2026Q2: 16,287 shares; 2026Q3: 14,881 shares 14,881 $315K 0.04% -1,406 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: not reported; 2025Q1: 9,444 shares; 2025Q2: 9,795 shares; 2025Q3: 9,824 shares; 2025Q4: 6,685 shares; 2026Q1: 6,694 shares; 2026Q2: 6,701 shares; 2026Q3: 8,436 shares 8,436 $307K 0.04% +1,735 Timeline JMHI 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: not reported; 2025Q1: 4,069 shares; 2025Q2: 4,193 shares; 2025Q3: 7,334 shares; 2025Q4: 7,238 shares; 2026Q1: 7,295 shares; 2026Q2: 7,311 shares; 2026Q3: 6,352 shares 6,352 $298K 0.03% -959 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 5,651 shares; 2026Q2: 5,664 shares; 2026Q3: 5,677 shares 5,677 $297K 0.03% +13 Timeline ROBT 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: 4,867 shares; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,867 shares; 2025Q4: 4,867 shares; 2026Q1: 4,867 shares; 2026Q2: 4,866 shares; 2026Q3: 4,866 shares 4,866 $288K 0.03% 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: not reported; 2025Q1: 15,644 shares; 2025Q2: 17,952 shares; 2025Q3: 17,899 shares; 2025Q4: 11,161 shares; 2026Q1: 11,229 shares; 2026Q2: 8,960 shares; 2026Q3: 9,010 shares 9,010 $247K 0.03% +50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 1,453 shares; 2026Q2: 1,352 shares; 2026Q3: 1,284 shares 1,284 $238K 0.03% -68 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,187 shares; 2025Q1: 15,296 shares; 2025Q2: 15,178 shares; 2025Q3: 15,370 shares; 2025Q4: 15,369 shares; 2026Q1: 15,109 shares; 2026Q2: 15,838 shares; 2026Q3: 15,464 shares 15,464 $236K 0.03% -374 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,698 shares; 2026Q2: 2,654 shares; 2026Q3: 2,717 shares 2,717 $234K 0.03% +63 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: 2,910 shares; 2026Q1: not reported; 2026Q2: 2,905 shares; 2026Q3: 2,913 shares 2,913 $233K 0.03% +8 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares; 2026Q3: 330 shares 330 $221K 0.03% +2 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,752 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,603 shares; 2026Q3: 1,608 shares 1,608 $213K 0.02% +5 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,614 shares; 2025Q3: 8,726 shares; 2025Q4: 8,131 shares; 2026Q1: 8,307 shares; 2026Q2: 8,394 shares; 2026Q3: 8,516 shares 8,516 $213K 0.02% +122 Timeline EMLP 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: 7,853 shares; 2025Q1: 7,011 shares; 2025Q2: 7,023 shares; 2025Q3: 6,182 shares; 2025Q4: 5,422 shares; 2026Q1: 5,286 shares; 2026Q2: 5,308 shares; 2026Q3: 5,065 shares 5,065 $208K 0.02% -243 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 278 shares 278 $206K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,147 shares; 2026Q3: 1,860 shares 1,860 $200K 0.02% -287 Timeline BAER BRIDGER AEROSPACE GRP HLDGS More: the full row for BRIDGER AEROSPACE GRP HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233,323 shares; 2025Q1: 233,323 shares; 2025Q2: 233,323 shares; 2025Q3: 233,323 shares; 2025Q4: 233,323 shares; 2026Q1: 233,323 shares; 2026Q2: 233,323 shares; 2026Q3: 260,837 shares 260,837 $183K 0.02% +27,514 Timeline GNSS GENASYS INC More: the full row for GENASYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,224 shares; 2025Q1: 71,224 shares; 2025Q2: 71,224 shares; 2025Q3: 71,224 shares; 2025Q4: 71,224 shares; 2026Q1: 71,224 shares; 2026Q2: 71,224 shares; 2026Q3: 71,224 shares 71,224 $103K 0.01% 0 Timeline OBAI OUR BD INC More: the full row for OUR BD 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: 45,000 shares 45,000 $11.9K <0.01% new Timeline