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; 2022Q4: restricted; 2023Q1: 224,409 shares; 2023Q2: 223,539 shares; 2023Q3: 230,305 shares; 2023Q4: 236,247 shares; 2024Q1: 241,905 shares; 2024Q2: not reported; 2024Q3: 253,270 shares 253,270 $44.2M 8.29% new 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; 2022Q4: restricted; 2023Q1: 110,492 shares; 2023Q2: 108,672 shares; 2023Q3: 110,848 shares; 2023Q4: 111,445 shares; 2024Q1: 111,437 shares; 2024Q2: not reported; 2024Q3: 113,834 shares 113,834 $43.7M 8.19% new 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; 2022Q4: restricted; 2023Q1: 69,009 shares; 2023Q2: 68,564 shares; 2023Q3: 69,731 shares; 2023Q4: 70,424 shares; 2024Q1: 70,792 shares; 2024Q2: not reported; 2024Q3: 73,202 shares 73,202 $19.6M 3.67% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 82,791 shares; 2023Q2: 90,487 shares; 2023Q3: 102,900 shares; 2023Q4: 173,422 shares; 2024Q1: 185,545 shares; 2024Q2: not reported; 2024Q3: 189,787 shares 189,787 $18.6M 3.49% new 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; 2022Q4: restricted; 2023Q1: 289,257 shares; 2023Q2: 292,083 shares; 2023Q3: 336,443 shares; 2023Q4: 342,274 shares; 2024Q1: 361,064 shares; 2024Q2: not reported; 2024Q3: 371,718 shares 371,718 $17.8M 3.33% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 51,702 shares; 2023Q2: 78,656 shares; 2023Q3: 98,740 shares; 2023Q4: 120,586 shares; 2024Q1: 142,159 shares; 2024Q2: 153,672 shares; 2024Q3: 173,866 shares 173,866 $16M 2.99% +20,194 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; 2022Q4: restricted; 2023Q1: 65,440 shares; 2023Q2: 64,300 shares; 2023Q3: 65,063 shares; 2023Q4: 66,077 shares; 2024Q1: 68,774 shares; 2024Q2: not reported; 2024Q3: 71,023 shares 71,023 $14.3M 2.67% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 234,282 shares; 2023Q2: 231,672 shares; 2023Q3: 244,351 shares; 2023Q4: 236,085 shares; 2024Q1: 247,308 shares; 2024Q2: not reported; 2024Q3: 258,684 shares 258,684 $13.2M 2.48% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 58,722 shares; 2023Q2: 56,892 shares; 2023Q3: 55,785 shares; 2023Q4: 55,688 shares; 2024Q1: 56,197 shares; 2024Q2: not reported; 2024Q3: 55,354 shares 55,354 $12.9M 2.42% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 93,589 shares; 2023Q2: 92,959 shares; 2023Q3: 95,636 shares; 2023Q4: 97,338 shares; 2024Q1: 101,352 shares; 2024Q2: not reported; 2024Q3: 104,278 shares 104,278 $11.2M 2.1% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,437 shares; 2023Q2: 27,695 shares; 2023Q3: 27,931 shares; 2023Q4: 27,858 shares; 2024Q1: 27,625 shares; 2024Q2: not reported; 2024Q3: 27,748 shares 27,748 $10.4M 1.95% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,850 shares; 2023Q2: 18,637 shares; 2023Q3: 19,238 shares; 2023Q4: 19,252 shares; 2024Q1: 19,608 shares; 2024Q2: not reported; 2024Q3: 20,346 shares 20,346 $8.75M 1.64% new Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 85,374 shares; 2023Q2: 86,959 shares; 2023Q3: 177,020 shares; 2023Q4: 180,838 shares; 2024Q1: 184,980 shares; 2024Q2: 186,138 shares; 2024Q3: 190,307 shares 190,307 $8.54M 1.6% +4,169 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 102,649 shares; 2023Q2: 102,667 shares; 2023Q3: 103,325 shares; 2023Q4: 103,511 shares; 2024Q1: 105,992 shares; 2024Q2: not reported; 2024Q3: 108,461 shares 108,461 $7.34M 1.38% new 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; 2022Q4: restricted; 2023Q1: 11,443 shares; 2023Q2: 12,452 shares; 2023Q3: 11,548 shares; 2023Q4: 11,984 shares; 2024Q1: 12,857 shares; 2024Q2: not reported; 2024Q3: 13,300 shares 13,300 $7.02M 1.32% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 174,136 shares; 2023Q2: 177,286 shares; 2023Q3: 184,200 shares; 2023Q4: 186,743 shares; 2024Q1: 191,318 shares; 2024Q2: 193,902 shares; 2024Q3: 196,870 shares 196,870 $6.79M 1.27% +2,968 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; 2022Q4: restricted; 2023Q1: 11,837 shares; 2023Q2: 12,090 shares; 2023Q3: 12,108 shares; 2023Q4: 12,452 shares; 2024Q1: 13,064 shares; 2024Q2: not reported; 2024Q3: 13,628 shares 13,628 $6.65M 1.25% new 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; 2022Q4: restricted; 2023Q1: 10,786 shares; 2023Q2: 10,746 shares; 2023Q3: 10,955 shares; 2023Q4: 11,471 shares; 2024Q1: 11,475 shares; 2024Q2: 11,443 shares; 2024Q3: 11,519 shares 11,519 $6.61M 1.24% +76 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; 2022Q4: restricted; 2023Q1: 24,808 shares; 2023Q2: 24,802 shares; 2023Q3: 24,970 shares; 2023Q4: 25,107 shares; 2024Q1: 25,249 shares; 2024Q2: not reported; 2024Q3: 26,648 shares 26,648 $6.32M 1.18% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,454 shares; 2023Q2: 5,006 shares; 2023Q3: 4,945 shares; 2023Q4: 4,994 shares; 2024Q1: 4,948 shares; 2024Q2: 50,723 shares; 2024Q3: 51,683 shares 51,683 $6.28M 1.18% +960 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; 2022Q4: restricted; 2023Q1: 110,740 shares; 2023Q2: 111,269 shares; 2023Q3: 112,217 shares; 2023Q4: 115,041 shares; 2024Q1: 113,967 shares; 2024Q2: not reported; 2024Q3: 115,728 shares 115,728 $6.11M 1.15% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 54,168 shares; 2023Q2: 55,955 shares; 2023Q3: 57,348 shares; 2023Q4: 60,690 shares; 2024Q1: 64,044 shares; 2024Q2: 66,406 shares; 2024Q3: 70,306 shares 70,306 $5.03M 0.94% +3,900 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,979 shares; 2023Q2: 40,172 shares; 2023Q3: 38,688 shares; 2023Q4: 39,426 shares; 2024Q1: 39,605 shares; 2024Q2: 40,228 shares; 2024Q3: 41,707 shares 41,707 $4.89M 0.92% +1,479 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 91,704 shares; 2023Q2: 92,167 shares; 2023Q3: 95,545 shares; 2023Q4: 96,969 shares; 2024Q1: 102,365 shares; 2024Q2: not reported; 2024Q3: 104,997 shares 104,997 $4.82M 0.9% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,285 shares; 2023Q2: 30,132 shares; 2023Q3: 31,257 shares; 2023Q4: 45,195 shares; 2024Q1: 47,549 shares; 2024Q2: 48,307 shares; 2024Q3: 47,029 shares 47,029 $4.56M 0.85% -1,278 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,322 shares; 2023Q2: 18,027 shares; 2023Q3: 24,955 shares; 2023Q4: 34,616 shares; 2024Q1: 31,130 shares; 2024Q2: 30,597 shares; 2024Q3: 43,578 shares 43,578 $4.34M 0.81% +12,981 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; 2022Q4: restricted; 2023Q1: 52,305 shares; 2023Q2: 51,573 shares; 2023Q3: 52,152 shares; 2023Q4: 50,468 shares; 2024Q1: 49,891 shares; 2024Q2: not reported; 2024Q3: 50,624 shares 50,624 $4.28M 0.8% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,512 shares; 2023Q2: 29,213 shares; 2023Q3: 49,464 shares; 2023Q4: 84,225 shares; 2024Q1: 84,121 shares; 2024Q2: 82,346 shares; 2024Q3: 77,822 shares 77,822 $3.91M 0.73% -4,524 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,089 shares; 2023Q2: 19,645 shares; 2023Q3: 46,827 shares; 2023Q4: 47,974 shares; 2024Q1: 47,738 shares; 2024Q2: not reported; 2024Q3: 46,318 shares 46,318 $3.85M 0.72% new 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; 2022Q4: restricted; 2023Q1: 20,279 shares; 2023Q2: 19,840 shares; 2023Q3: 19,718 shares; 2023Q4: 19,523 shares; 2024Q1: 20,148 shares; 2024Q2: not reported; 2024Q3: 20,585 shares 20,585 $3.84M 0.72% new 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; 2022Q4: restricted; 2023Q1: 4,241 shares; 2023Q2: 4,207 shares; 2023Q3: 4,326 shares; 2023Q4: 4,389 shares; 2024Q1: 5,631 shares; 2024Q2: 5,988 shares; 2024Q3: 6,261 shares 6,261 $3.67M 0.69% +273 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; 2022Q4: restricted; 2023Q1: 17,603 shares; 2023Q2: 17,363 shares; 2023Q3: 17,690 shares; 2023Q4: 17,800 shares; 2024Q1: 17,643 shares; 2024Q2: not reported; 2024Q3: 17,585 shares 17,585 $3.48M 0.65% new 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; 2022Q4: restricted; 2023Q1: 12,252 shares; 2023Q2: 12,155 shares; 2023Q3: 12,175 shares; 2023Q4: 12,254 shares; 2024Q1: 12,031 shares; 2024Q2: not reported; 2024Q3: 12,072 shares 12,072 $3.42M 0.64% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,271 shares; 2023Q2: 7,411 shares; 2023Q3: 7,632 shares; 2023Q4: 8,494 shares; 2024Q1: 45,454 shares; 2024Q2: not reported; 2024Q3: 52,942 shares 52,942 $3.3M 0.62% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,178 shares; 2023Q2: 5,135 shares; 2023Q3: 5,193 shares; 2023Q4: 5,267 shares; 2024Q1: 5,414 shares; 2024Q2: not reported; 2024Q3: 5,590 shares 5,590 $3.22M 0.6% new 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; 2022Q4: restricted; 2023Q1: 11,665 shares; 2023Q2: 11,881 shares; 2023Q3: 11,963 shares; 2023Q4: 11,932 shares; 2024Q1: 11,655 shares; 2024Q2: not reported; 2024Q3: 11,829 shares 11,829 $3.11M 0.58% new 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; 2022Q4: restricted; 2023Q1: 46,456 shares; 2023Q2: 46,456 shares; 2023Q3: 46,456 shares; 2023Q4: 46,456 shares; 2024Q1: 46,321 shares; 2024Q2: not reported; 2024Q3: 46,071 shares 46,071 $3.06M 0.57% new 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; 2022Q4: restricted; 2023Q1: 26,433 shares; 2023Q2: 28,953 shares; 2023Q3: 29,948 shares; 2023Q4: 32,010 shares; 2024Q1: 32,343 shares; 2024Q2: 32,757 shares; 2024Q3: 33,667 shares 33,667 $2.96M 0.55% +910 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; 2022Q4: restricted; 2023Q1: 17,371 shares; 2023Q2: 17,361 shares; 2023Q3: 17,497 shares; 2023Q4: 16,901 shares; 2024Q1: 17,668 shares; 2024Q2: not reported; 2024Q3: 20,242 shares 20,242 $2.6M 0.49% new 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; 2022Q4: restricted; 2023Q1: 12,987 shares; 2023Q2: 13,617 shares; 2023Q3: 14,174 shares; 2023Q4: 14,134 shares; 2024Q1: 15,052 shares; 2024Q2: 14,772 shares; 2024Q3: 16,385 shares 16,385 $2.52M 0.47% +1,613 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,233 shares; 2023Q2: 20,157 shares; 2023Q3: 19,831 shares; 2023Q4: 19,187 shares; 2024Q1: 19,105 shares; 2024Q2: not reported; 2024Q3: 18,254 shares 18,254 $2.47M 0.46% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,022 shares; 2023Q2: 16,154 shares; 2023Q3: 15,151 shares; 2023Q4: 15,281 shares; 2024Q1: 15,486 shares; 2024Q2: not reported; 2024Q3: 16,472 shares 16,472 $2.43M 0.45% new 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; 2022Q4: restricted; 2023Q1: 2,305 shares; 2023Q2: 2,435 shares; 2023Q3: 2,619 shares; 2023Q4: 2,667 shares; 2024Q1: 2,606 shares; 2024Q2: not reported; 2024Q3: 2,730 shares 2,730 $2.42M 0.45% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,166 shares; 2023Q2: 11,768 shares; 2023Q3: 11,803 shares; 2023Q4: 12,395 shares; 2024Q1: 13,568 shares; 2024Q2: 13,328 shares; 2024Q3: 14,415 shares 14,415 $2.39M 0.45% +1,087 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,019 shares; 2023Q2: 16,852 shares; 2023Q3: 15,423 shares; 2023Q4: 16,033 shares; 2024Q1: 17,290 shares; 2024Q2: not reported; 2024Q3: 19,636 shares 19,636 $2.3M 0.43% new 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; 2022Q4: restricted; 2023Q1: 8,575 shares; 2023Q2: 9,276 shares; 2023Q3: 9,029 shares; 2023Q4: 9,299 shares; 2024Q1: 9,840 shares; 2024Q2: 9,967 shares; 2024Q3: 10,014 shares 10,014 $2.26M 0.42% +47 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 60,890 shares; 2023Q2: 58,840 shares; 2023Q3: 32,409 shares; 2023Q4: 33,150 shares; 2024Q1: 22,650 shares; 2024Q2: not reported; 2024Q3: 20,050 shares 20,050 $2.13M 0.4% new Timeline FTSL 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; 2022Q4: restricted; 2023Q1: 42,035 shares; 2023Q2: 43,035 shares; 2023Q3: 41,747 shares; 2023Q4: 43,767 shares; 2024Q1: 45,779 shares; 2024Q2: 45,345 shares; 2024Q3: 46,209 shares 46,209 $2.12M 0.4% +864 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; 2022Q4: restricted; 2023Q1: 26,229 shares; 2023Q2: 27,339 shares; 2023Q3: 29,038 shares; 2023Q4: 30,625 shares; 2024Q1: 32,657 shares; 2024Q2: not reported; 2024Q3: 31,590 shares 31,590 $2.1M 0.39% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 21,741 shares; 2023Q2: 22,154 shares; 2023Q3: 22,217 shares; 2023Q4: 22,223 shares; 2024Q1: 23,451 shares; 2024Q2: 23,906 shares; 2024Q3: 24,754 shares 24,754 $2.05M 0.38% +848 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,921 shares; 2023Q2: 10,830 shares; 2023Q3: 10,595 shares; 2023Q4: 10,638 shares; 2024Q1: 10,385 shares; 2024Q2: 10,242 shares; 2024Q3: 10,276 shares 10,276 $2.03M 0.38% +34 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,970 shares; 2023Q2: 10,663 shares; 2023Q3: 15,626 shares; 2023Q4: 30,274 shares; 2024Q1: 36,612 shares; 2024Q2: 41,818 shares; 2024Q3: 48,228 shares 48,228 $2M 0.37% +6,410 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; 2022Q4: restricted; 2023Q1: 4,071 shares; 2023Q2: 4,050 shares; 2023Q3: 4,095 shares; 2023Q4: 3,977 shares; 2024Q1: 4,012 shares; 2024Q2: not reported; 2024Q3: 4,240 shares 4,240 $1.95M 0.37% new 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; 2022Q4: restricted; 2023Q1: 2,424 shares; 2023Q2: 2,425 shares; 2023Q3: 2,461 shares; 2023Q4: 2,821 shares; 2024Q1: 2,878 shares; 2024Q2: not reported; 2024Q3: 3,340 shares 3,340 $1.91M 0.36% new 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; 2022Q4: restricted; 2023Q1: 8,931 shares; 2023Q2: 8,777 shares; 2023Q3: 8,884 shares; 2023Q4: 8,807 shares; 2024Q1: 8,533 shares; 2024Q2: 8,368 shares; 2024Q3: 8,511 shares 8,511 $1.79M 0.34% +143 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,895 shares; 2023Q2: 43,214 shares; 2023Q3: 32,570 shares; 2023Q4: 32,617 shares; 2024Q1: 32,658 shares; 2024Q2: 32,699 shares; 2024Q3: 32,237 shares 32,237 $1.74M 0.33% -462 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; 2022Q4: restricted; 2023Q1: 14,234 shares; 2023Q2: 14,212 shares; 2023Q3: 14,012 shares; 2023Q4: 14,012 shares; 2024Q1: 14,212 shares; 2024Q2: not reported; 2024Q3: 13,781 shares 13,781 $1.74M 0.33% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,532 shares; 2024Q1: 3,594 shares; 2024Q2: not reported; 2024Q3: 3,576 shares 3,576 $1.71M 0.32% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,229 shares; 2023Q2: 18,637 shares; 2023Q3: 18,153 shares; 2023Q4: 17,907 shares; 2024Q1: 17,632 shares; 2024Q2: not reported; 2024Q3: 17,552 shares 17,552 $1.64M 0.31% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,527 shares; 2023Q2: 10,230 shares; 2023Q3: 10,153 shares; 2023Q4: 10,208 shares; 2024Q1: 10,354 shares; 2024Q2: not reported; 2024Q3: 10,066 shares 10,066 $1.63M 0.31% new 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; 2022Q4: restricted; 2023Q1: 14,242 shares; 2023Q2: 14,443 shares; 2023Q3: 17,532 shares; 2023Q4: 16,898 shares; 2024Q1: 20,987 shares; 2024Q2: 19,846 shares; 2024Q3: 20,063 shares 20,063 $1.62M 0.3% +217 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; 2022Q4: restricted; 2023Q1: 7,633 shares; 2023Q2: 6,398 shares; 2023Q3: 6,446 shares; 2023Q4: 6,327 shares; 2024Q1: 6,136 shares; 2024Q2: not reported; 2024Q3: 6,095 shares 6,095 $1.61M 0.3% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,856 shares; 2023Q3: 3,782 shares; 2023Q4: 6,965 shares; 2024Q1: 8,095 shares; 2024Q2: 8,638 shares; 2024Q3: 8,712 shares 8,712 $1.52M 0.28% +74 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; 2022Q4: restricted; 2023Q1: 7,480 shares; 2023Q2: 7,414 shares; 2023Q3: 7,474 shares; 2023Q4: 7,252 shares; 2024Q1: 7,976 shares; 2024Q2: not reported; 2024Q3: 8,054 shares 8,054 $1.39M 0.26% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,336 shares; 2023Q2: 3,366 shares; 2023Q3: 6,210 shares; 2023Q4: 4,198 shares; 2024Q1: 7,813 shares; 2024Q2: not reported; 2024Q3: 9,042 shares 9,042 $1.37M 0.26% new 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; 2022Q4: restricted; 2023Q1: 5,364 shares; 2023Q2: 5,686 shares; 2023Q3: 5,739 shares; 2023Q4: 5,629 shares; 2024Q1: 5,586 shares; 2024Q2: 5,694 shares; 2024Q3: 5,648 shares 5,648 $1.37M 0.26% -46 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; 2022Q4: restricted; 2023Q1: 2,649 shares; 2023Q2: 3,334 shares; 2023Q3: 3,876 shares; 2023Q4: 4,110 shares; 2024Q1: 5,571 shares; 2024Q2: 6,498 shares; 2024Q3: 7,348 shares 7,348 $1.32M 0.25% +850 Timeline FDL 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; 2022Q4: restricted; 2023Q1: 27,277 shares; 2023Q2: 32,672 shares; 2023Q3: 33,471 shares; 2023Q4: 32,419 shares; 2024Q1: 32,698 shares; 2024Q2: not reported; 2024Q3: 30,811 shares 30,811 $1.29M 0.24% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,126 shares; 2023Q2: 6,126 shares; 2023Q3: 6,626 shares; 2023Q4: 13,550 shares; 2024Q1: 12,268 shares; 2024Q2: not reported; 2024Q3: 11,820 shares 11,820 $1.28M 0.24% new 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; 2022Q4: restricted; 2023Q1: 14,210 shares; 2023Q2: 14,031 shares; 2023Q3: 13,623 shares; 2023Q4: 13,380 shares; 2024Q1: 13,519 shares; 2024Q2: not reported; 2024Q3: 13,076 shares 13,076 $1.27M 0.24% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,502 shares; 2023Q2: 5,220 shares; 2023Q3: 5,445 shares; 2023Q4: 5,442 shares; 2024Q1: 5,465 shares; 2024Q2: not reported; 2024Q3: 5,737 shares 5,737 $1.27M 0.24% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,743 shares; 2023Q2: 8,793 shares; 2023Q3: 9,829 shares; 2023Q4: 10,329 shares; 2024Q1: 11,154 shares; 2024Q2: 11,179 shares; 2024Q3: 11,564 shares 11,564 $1.23M 0.23% +385 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,224 shares; 2023Q2: 23,149 shares; 2023Q3: 20,780 shares; 2023Q4: 20,998 shares; 2024Q1: 21,498 shares; 2024Q2: 21,235 shares; 2024Q3: 21,347 shares 21,347 $1.23M 0.23% +112 Timeline CIBR 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; 2022Q4: restricted; 2023Q1: 11,167 shares; 2023Q2: 13,362 shares; 2023Q3: 14,541 shares; 2023Q4: 15,726 shares; 2024Q1: 20,260 shares; 2024Q2: 20,438 shares; 2024Q3: 20,547 shares 20,547 $1.22M 0.23% +109 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,346 shares; 2023Q3: 43,737 shares; 2023Q4: 43,467 shares; 2024Q1: 46,868 shares; 2024Q2: 48,841 shares; 2024Q3: 48,126 shares 48,126 $1.21M 0.23% -715 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,730 shares; 2023Q2: 1,646 shares; 2023Q3: 1,674 shares; 2023Q4: 1,677 shares; 2024Q1: 1,922 shares; 2024Q2: not reported; 2024Q3: 2,057 shares 2,057 $1.2M 0.23% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,602 shares; 2023Q2: 3,516 shares; 2023Q3: 4,232 shares; 2023Q4: 4,443 shares; 2024Q1: 4,353 shares; 2024Q2: not reported; 2024Q3: 4,355 shares 4,355 $1.2M 0.22% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,460 shares; 2023Q2: 14,902 shares; 2023Q3: 14,902 shares; 2023Q4: 13,605 shares; 2024Q1: 13,585 shares; 2024Q2: not reported; 2024Q3: 13,530 shares 13,530 $1.19M 0.22% new Timeline XMHQ 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,239 shares; 2024Q2: 9,644 shares; 2024Q3: 11,442 shares 11,442 $1.17M 0.22% +1,798 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; 2022Q4: restricted; 2023Q1: 2,665 shares; 2023Q2: 2,666 shares; 2023Q3: 2,680 shares; 2023Q4: 2,876 shares; 2024Q1: 2,865 shares; 2024Q2: not reported; 2024Q3: 2,892 shares 2,892 $1.17M 0.22% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,912 shares; 2023Q3: 23,992 shares; 2023Q4: 23,548 shares; 2024Q1: 25,396 shares; 2024Q2: 26,462 shares; 2024Q3: 25,787 shares 25,787 $1.17M 0.22% -675 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; 2022Q4: restricted; 2023Q1: 38,850 shares; 2023Q2: 36,313 shares; 2023Q3: 30,869 shares; 2023Q4: 28,389 shares; 2024Q1: 26,441 shares; 2024Q2: not reported; 2024Q3: 22,532 shares 22,532 $1.17M 0.22% new Timeline FTC 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; 2022Q4: restricted; 2023Q1: 6,369 shares; 2023Q2: 7,085 shares; 2023Q3: 8,681 shares; 2023Q4: 8,813 shares; 2024Q1: 8,821 shares; 2024Q2: 8,882 shares; 2024Q3: 8,785 shares 8,785 $1.15M 0.22% -97 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,379 shares; 2023Q2: 9,025 shares; 2023Q3: 5,322 shares; 2023Q4: 4,661 shares; 2024Q1: 4,906 shares; 2024Q2: not reported; 2024Q3: 5,224 shares 5,224 $1.15M 0.22% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,491 shares; 2023Q2: 2,547 shares; 2023Q3: 2,498 shares; 2023Q4: 2,503 shares; 2024Q1: 2,749 shares; 2024Q2: not reported; 2024Q3: 2,713 shares 2,713 $1.15M 0.22% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,410 shares; 2023Q2: 5,482 shares; 2023Q3: 5,672 shares; 2023Q4: 6,238 shares; 2024Q1: 6,346 shares; 2024Q2: not reported; 2024Q3: 6,749 shares 6,749 $1.11M 0.21% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,111 shares; 2023Q2: 14,805 shares; 2023Q3: 24,424 shares; 2023Q4: 27,692 shares; 2024Q1: 27,743 shares; 2024Q2: 27,911 shares; 2024Q3: 27,956 shares 27,956 $1.1M 0.21% +45 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; 2022Q4: restricted; 2023Q1: 33,116 shares; 2023Q2: 33,421 shares; 2023Q3: 33,508 shares; 2023Q4: 33,033 shares; 2024Q1: 25,728 shares; 2024Q2: 25,707 shares; 2024Q3: 21,512 shares 21,512 $1.1M 0.21% -4,195 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; 2022Q4: restricted; 2023Q1: 31,274 shares; 2023Q2: 30,231 shares; 2023Q3: 27,202 shares; 2023Q4: 27,457 shares; 2024Q1: 25,645 shares; 2024Q2: 24,820 shares; 2024Q3: 24,383 shares 24,383 $1.1M 0.21% -437 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,826 shares; 2023Q2: 6,726 shares; 2023Q3: 6,826 shares; 2023Q4: 9,142 shares; 2024Q1: 14,122 shares; 2024Q2: 14,728 shares; 2024Q3: 15,926 shares 15,926 $1.07M 0.2% +1,198 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,937 shares; 2023Q2: 19,109 shares; 2023Q3: 20,056 shares; 2023Q4: 20,435 shares; 2024Q1: 20,234 shares; 2024Q2: 21,639 shares; 2024Q3: 23,157 shares 23,157 $1.07M 0.2% +1,518 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,818 shares; 2023Q2: 15,919 shares; 2023Q3: 17,070 shares; 2023Q4: 17,497 shares; 2024Q1: 14,686 shares; 2024Q2: 15,267 shares; 2024Q3: 16,413 shares 16,413 $1.05M 0.2% +1,146 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,246 shares; 2023Q4: 25,995 shares; 2024Q1: 37,716 shares; 2024Q2: not reported; 2024Q3: 59,417 shares 59,417 $1.04M 0.2% 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; 2022Q4: restricted; 2023Q1: 1,051 shares; 2023Q2: 1,049 shares; 2023Q3: 1,056 shares; 2023Q4: 1,050 shares; 2024Q1: 1,076 shares; 2024Q2: not reported; 2024Q3: 1,161 shares 1,161 $1.03M 0.19% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,854 shares; 2023Q2: 5,710 shares; 2023Q3: 5,585 shares; 2023Q4: 5,554 shares; 2024Q1: 5,613 shares; 2024Q2: not reported; 2024Q3: 5,052 shares 5,052 $959K 0.18% new 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; 2022Q4: restricted; 2023Q1: 14,116 shares; 2023Q2: 14,116 shares; 2023Q3: 14,116 shares; 2023Q4: 14,116 shares; 2024Q1: 14,116 shares; 2024Q2: not reported; 2024Q3: 14,116 shares 14,116 $958K 0.18% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,887 shares; 2023Q2: 4,956 shares; 2023Q3: 9,344 shares; 2023Q4: 9,488 shares; 2024Q1: 7,866 shares; 2024Q2: not reported; 2024Q3: 7,904 shares 7,904 $958K 0.18% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,987 shares; 2023Q4: 6,837 shares; 2024Q1: 8,084 shares; 2024Q2: not reported; 2024Q3: 9,476 shares 9,476 $950K 0.18% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,251 shares; 2023Q2: 3,252 shares; 2023Q3: 3,129 shares; 2023Q4: 3,158 shares; 2024Q1: 3,167 shares; 2024Q2: not reported; 2024Q3: 3,277 shares 3,277 $945K 0.18% new 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; 2022Q4: restricted; 2023Q1: 22,269 shares; 2023Q2: 22,243 shares; 2023Q3: 20,313 shares; 2023Q4: 19,897 shares; 2024Q1: 19,497 shares; 2024Q2: not reported; 2024Q3: 18,873 shares 18,873 $938K 0.18% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 496 shares; 2023Q3: 463 shares; 2023Q4: 476 shares; 2024Q1: 464 shares; 2024Q2: not reported; 2024Q3: 5,427 shares 5,427 $936K 0.18% new 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; 2022Q4: restricted; 2023Q1: 2,766 shares; 2023Q2: 2,766 shares; 2023Q3: 2,788 shares; 2023Q4: 2,766 shares; 2024Q1: 2,766 shares; 2024Q2: not reported; 2024Q3: 2,732 shares 2,732 $905K 0.17% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,363 shares; 2023Q2: 7,505 shares; 2023Q3: 7,603 shares; 2023Q4: 8,081 shares; 2024Q1: 8,050 shares; 2024Q2: not reported; 2024Q3: 8,666 shares 8,666 $903K 0.17% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,918 shares; 2023Q2: 17,620 shares; 2023Q3: 17,859 shares; 2023Q4: 17,412 shares; 2024Q1: 22,619 shares; 2024Q2: not reported; 2024Q3: 30,966 shares 30,966 $896K 0.17% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,215 shares; 2023Q2: 11,003 shares; 2023Q3: 9,084 shares; 2023Q4: 9,063 shares; 2024Q1: 8,734 shares; 2024Q2: not reported; 2024Q3: 8,017 shares 8,017 $887K 0.17% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,694 shares; 2023Q2: 1,694 shares; 2023Q3: 1,709 shares; 2023Q4: 1,710 shares; 2024Q1: 1,710 shares; 2024Q2: not reported; 2024Q3: 1,774 shares 1,774 $876K 0.16% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,201 shares; 2023Q2: 17,046 shares; 2023Q3: 16,396 shares; 2023Q4: 16,792 shares; 2024Q1: 15,740 shares; 2024Q2: not reported; 2024Q3: 15,270 shares 15,270 $834K 0.16% new Timeline RDVY 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; 2022Q4: restricted; 2023Q1: 22,692 shares; 2023Q2: 19,072 shares; 2023Q3: 15,393 shares; 2023Q4: 14,921 shares; 2024Q1: 14,885 shares; 2024Q2: 14,888 shares; 2024Q3: 14,025 shares 14,025 $830K 0.16% -863 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,447 shares; 2023Q2: 1,441 shares; 2023Q3: 1,435 shares; 2023Q4: 1,440 shares; 2024Q1: 1,235 shares; 2024Q2: not reported; 2024Q3: 935 shares 935 $830K 0.16% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,784 shares; 2023Q2: 1,639 shares; 2023Q3: 1,644 shares; 2023Q4: 1,644 shares; 2024Q1: 1,663 shares; 2024Q2: not reported; 2024Q3: 1,688 shares 1,688 $829K 0.16% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,554 shares; 2023Q2: 3,607 shares; 2023Q3: 3,711 shares; 2023Q4: 3,871 shares; 2024Q1: 11,736 shares; 2024Q2: not reported; 2024Q3: 10,215 shares 10,215 $825K 0.15% new Timeline BIV 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,533 shares; 2024Q1: 5,776 shares; 2024Q2: not reported; 2024Q3: 10,341 shares 10,341 $810K 0.15% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,728 shares; 2023Q2: 2,653 shares; 2023Q3: 2,713 shares; 2023Q4: 3,814 shares; 2024Q1: 4,752 shares; 2024Q2: not reported; 2024Q3: 4,751 shares 4,751 $794K 0.15% new 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; 2022Q4: restricted; 2023Q1: 6,504 shares; 2023Q2: 6,479 shares; 2023Q3: 6,295 shares; 2023Q4: 5,702 shares; 2024Q1: 5,736 shares; 2024Q2: 5,773 shares; 2024Q3: 5,548 shares 5,548 $788K 0.15% -225 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; 2022Q4: restricted; 2023Q1: 10,924 shares; 2023Q2: 10,931 shares; 2023Q3: 10,915 shares; 2023Q4: 11,074 shares; 2024Q1: 11,074 shares; 2024Q2: not reported; 2024Q3: 10,805 shares 10,805 $776K 0.15% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,123 shares; 2023Q2: 23,695 shares; 2023Q3: 26,964 shares; 2023Q4: 28,990 shares; 2024Q1: 28,740 shares; 2024Q2: not reported; 2024Q3: 29,688 shares 29,688 $754K 0.14% new 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; 2022Q4: restricted; 2023Q1: 3,840 shares; 2023Q2: 4,942 shares; 2023Q3: 5,884 shares; 2023Q4: 6,598 shares; 2024Q1: 7,666 shares; 2024Q2: not reported; 2024Q3: 10,223 shares 10,223 $751K 0.14% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,025 shares; 2023Q2: 1,043 shares; 2023Q3: 1,025 shares; 2023Q4: 1,025 shares; 2024Q1: 1,042 shares; 2024Q2: not reported; 2024Q3: 1,058 shares 1,058 $750K 0.14% new Timeline FXL 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; 2022Q4: restricted; 2023Q1: 3,087 shares; 2023Q2: 4,222 shares; 2023Q3: 5,275 shares; 2023Q4: 5,371 shares; 2024Q1: 5,356 shares; 2024Q2: not reported; 2024Q3: 5,383 shares 5,383 $746K 0.14% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,804 shares; 2023Q3: 1,704 shares; 2023Q4: 1,896 shares; 2024Q1: 2,200 shares; 2024Q2: not reported; 2024Q3: 3,035 shares 3,035 $745K 0.14% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,888 shares; 2023Q2: 4,774 shares; 2023Q3: 4,183 shares; 2023Q4: 3,957 shares; 2024Q1: 4,336 shares; 2024Q2: not reported; 2024Q3: 4,027 shares 4,027 $722K 0.14% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 7,149 shares; 2023Q3: 6,633 shares; 2023Q4: 5,977 shares; 2024Q1: 5,947 shares; 2024Q2: not reported; 2024Q3: 5,935 shares 5,935 $719K 0.13% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,097 shares; 2023Q2: 4,842 shares; 2023Q3: 4,435 shares; 2023Q4: 4,403 shares; 2024Q1: 4,410 shares; 2024Q2: not reported; 2024Q3: 4,216 shares 4,216 $717K 0.13% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,906 shares; 2023Q2: 7,094 shares; 2023Q3: 7,202 shares; 2023Q4: 7,185 shares; 2024Q1: 7,237 shares; 2024Q2: not reported; 2024Q3: 5,656 shares 5,656 $710K 0.13% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,291 shares; 2024Q1: 7,291 shares; 2024Q2: 11,791 shares; 2024Q3: 14,116 shares 14,116 $705K 0.13% +2,325 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,057 shares; 2023Q2: 5,969 shares; 2023Q3: 5,969 shares; 2023Q4: 5,970 shares; 2024Q1: 6,068 shares; 2024Q2: not reported; 2024Q3: 5,995 shares 5,995 $703K 0.13% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,102 shares; 2023Q2: 11,003 shares; 2023Q3: 11,134 shares; 2023Q4: 14,615 shares; 2024Q1: 16,804 shares; 2024Q2: not reported; 2024Q3: 13,090 shares 13,090 $700K 0.13% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,413 shares; 2023Q2: 2,547 shares; 2023Q3: 2,399 shares; 2023Q4: 2,430 shares; 2024Q1: 2,356 shares; 2024Q2: not reported; 2024Q3: 2,346 shares 2,346 $666K 0.12% new 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; 2022Q4: restricted; 2023Q1: 7,717 shares; 2023Q2: 7,558 shares; 2023Q3: 7,537 shares; 2023Q4: 7,224 shares; 2024Q1: 6,430 shares; 2024Q2: not reported; 2024Q3: 6,369 shares 6,369 $661K 0.12% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,191 shares; 2023Q2: 9,541 shares; 2023Q3: 9,471 shares; 2023Q4: 8,921 shares; 2024Q1: 7,756 shares; 2024Q2: 9,231 shares; 2024Q3: 7,996 shares 7,996 $641K 0.12% -1,235 Timeline FTCS 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; 2022Q4: restricted; 2023Q1: 3,607 shares; 2023Q2: 5,943 shares; 2023Q3: 7,109 shares; 2023Q4: 7,359 shares; 2024Q1: 7,335 shares; 2024Q2: not reported; 2024Q3: 7,033 shares 7,033 $639K 0.12% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,102 shares; 2023Q2: 32,968 shares; 2023Q3: 34,471 shares; 2023Q4: 39,991 shares; 2024Q1: 35,723 shares; 2024Q2: not reported; 2024Q3: 34,664 shares 34,664 $627K 0.12% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,434 shares; 2023Q2: 7,217 shares; 2023Q3: 6,803 shares; 2023Q4: 6,770 shares; 2024Q1: 6,770 shares; 2024Q2: not reported; 2024Q3: 7,434 shares 7,434 $622K 0.12% new Timeline FTSM 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; 2022Q4: restricted; 2023Q1: 23,592 shares; 2023Q2: 22,134 shares; 2023Q3: 21,684 shares; 2023Q4: 22,884 shares; 2024Q1: 19,100 shares; 2024Q2: 13,909 shares; 2024Q3: 10,211 shares 10,211 $611K 0.11% -3,698 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,967 shares; 2023Q2: 19,468 shares; 2023Q3: 18,718 shares; 2023Q4: 18,068 shares; 2024Q1: 21,769 shares; 2024Q2: 21,380 shares; 2024Q3: 21,380 shares 21,380 $607K 0.11% 0 Timeline FTA 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; 2022Q4: restricted; 2023Q1: 5,658 shares; 2023Q2: 6,079 shares; 2023Q3: 8,024 shares; 2023Q4: 8,251 shares; 2024Q1: 8,290 shares; 2024Q2: 7,595 shares; 2024Q3: 7,614 shares 7,614 $602K 0.11% +19 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; 2022Q4: restricted; 2023Q1: 18,220 shares; 2023Q2: 19,252 shares; 2023Q3: 23,102 shares; 2023Q4: 23,167 shares; 2024Q1: 25,032 shares; 2024Q2: 17,287 shares; 2024Q3: 15,127 shares 15,127 $602K 0.11% -2,160 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,269 shares; 2023Q2: 4,480 shares; 2023Q3: 5,006 shares; 2023Q4: 5,376 shares; 2024Q1: 5,570 shares; 2024Q2: not reported; 2024Q3: 5,320 shares 5,320 $601K 0.11% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,285 shares; 2023Q2: 11,220 shares; 2023Q3: 10,780 shares; 2023Q4: 10,717 shares; 2024Q1: 10,548 shares; 2024Q2: not reported; 2024Q3: 10,558 shares 10,558 $596K 0.11% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,269 shares; 2023Q2: 5,170 shares; 2023Q3: 4,905 shares; 2023Q4: 4,555 shares; 2024Q1: 3,370 shares; 2024Q2: not reported; 2024Q3: 3,152 shares 3,152 $594K 0.11% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,911 shares; 2023Q2: 3,988 shares; 2023Q3: 4,189 shares; 2023Q4: 3,952 shares; 2024Q1: 3,654 shares; 2024Q2: not reported; 2024Q3: 3,481 shares 3,481 $593K 0.11% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,483 shares; 2023Q2: 9,283 shares; 2023Q3: 9,283 shares; 2023Q4: 12,063 shares; 2024Q1: 12,063 shares; 2024Q2: not reported; 2024Q3: 14,038 shares 14,038 $589K 0.11% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,991 shares; 2023Q2: 1,951 shares; 2023Q3: 2,052 shares; 2023Q4: 2,017 shares; 2024Q1: 2,017 shares; 2024Q2: not reported; 2024Q3: 2,122 shares 2,122 $587K 0.11% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,889 shares; 2023Q2: 9,893 shares; 2023Q3: 9,893 shares; 2023Q4: 9,409 shares; 2024Q1: 9,409 shares; 2024Q2: 9,702 shares; 2024Q3: 9,585 shares 9,585 $577K 0.11% -117 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,651 shares; 2023Q2: 5,817 shares; 2023Q3: 5,861 shares; 2023Q4: 6,033 shares; 2024Q1: 7,884 shares; 2024Q2: 8,528 shares; 2024Q3: 9,157 shares 9,157 $574K 0.11% +629 Timeline XLI 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; 2022Q4: restricted; 2023Q1: 3,390 shares; 2023Q2: 3,300 shares; 2023Q3: 3,051 shares; 2023Q4: 4,053 shares; 2024Q1: 4,055 shares; 2024Q2: not reported; 2024Q3: 4,237 shares 4,237 $574K 0.11% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27,480 shares; 2023Q2: 27,633 shares; 2023Q3: 26,207 shares; 2023Q4: 26,392 shares; 2024Q1: 25,631 shares; 2024Q2: 25,681 shares; 2024Q3: 25,681 shares 25,681 $567K 0.11% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,524 shares; 2023Q2: 5,328 shares; 2023Q3: 4,455 shares; 2023Q4: 4,483 shares; 2024Q1: 4,314 shares; 2024Q2: 5,661 shares; 2024Q3: 6,808 shares 6,808 $566K 0.11% +1,147 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,933 shares; 2024Q1: 3,933 shares; 2024Q2: not reported; 2024Q3: 2,742 shares 2,742 $566K 0.11% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,050 shares; 2023Q2: 2,050 shares; 2023Q3: 2,050 shares; 2023Q4: 2,050 shares; 2024Q1: 8,150 shares; 2024Q2: not reported; 2024Q3: 8,150 shares 8,150 $562K 0.11% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,442 shares; 2023Q3: 1,652 shares; 2023Q4: not reported; 2024Q1: 2,766 shares; 2024Q2: not reported; 2024Q3: 5,176 shares 5,176 $554K 0.1% new 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; 2022Q4: restricted; 2023Q1: 16,691 shares; 2023Q2: 15,072 shares; 2023Q3: 15,105 shares; 2023Q4: 15,134 shares; 2024Q1: 14,197 shares; 2024Q2: 12,835 shares; 2024Q3: 12,160 shares 12,160 $551K 0.1% -675 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; 2022Q4: restricted; 2023Q1: 21,242 shares; 2023Q2: 13,480 shares; 2023Q3: 12,873 shares; 2023Q4: 13,392 shares; 2024Q1: 12,191 shares; 2024Q2: not reported; 2024Q3: 13,596 shares 13,596 $539K 0.1% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,213 shares; 2023Q2: 3,214 shares; 2023Q3: 3,395 shares; 2023Q4: 3,369 shares; 2024Q1: 3,551 shares; 2024Q2: not reported; 2024Q3: 3,162 shares 3,162 $538K 0.1% new 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; 2022Q4: restricted; 2023Q1: 5,943 shares; 2023Q2: 5,873 shares; 2023Q3: 5,438 shares; 2023Q4: 5,877 shares; 2024Q1: 6,479 shares; 2024Q2: not reported; 2024Q3: 6,823 shares 6,823 $537K 0.1% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,021 shares; 2023Q2: 1,955 shares; 2023Q3: 1,956 shares; 2023Q4: 1,919 shares; 2024Q1: 1,904 shares; 2024Q2: not reported; 2024Q3: 1,752 shares 1,752 $534K 0.1% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,074 shares; 2023Q2: 6,080 shares; 2023Q3: 5,969 shares; 2023Q4: 5,614 shares; 2024Q1: 5,030 shares; 2024Q2: not reported; 2024Q3: 4,480 shares 4,480 $532K 0.1% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,037 shares; 2023Q2: 4,122 shares; 2023Q3: 4,347 shares; 2023Q4: 4,454 shares; 2024Q1: 4,511 shares; 2024Q2: not reported; 2024Q3: 6,820 shares 6,820 $532K 0.1% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,629 shares; 2023Q3: 3,771 shares; 2023Q4: 4,273 shares; 2024Q1: 4,448 shares; 2024Q2: not reported; 2024Q3: 4,463 shares 4,463 $531K 0.1% new Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 62,372 shares; 2023Q2: 62,450 shares; 2023Q3: 49,507 shares; 2023Q4: 40,410 shares; 2024Q1: 57,172 shares; 2024Q2: 50,372 shares; 2024Q3: 43,472 shares 43,472 $527K 0.1% -6,900 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; 2022Q4: restricted; 2023Q1: 4,658 shares; 2023Q2: 4,665 shares; 2023Q3: 4,645 shares; 2023Q4: 4,601 shares; 2024Q1: 4,922 shares; 2024Q2: not reported; 2024Q3: 4,572 shares 4,572 $519K 0.1% new Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,291 shares; 2023Q2: 13,220 shares; 2023Q3: 13,249 shares; 2023Q4: 12,287 shares; 2024Q1: 12,297 shares; 2024Q2: 12,715 shares; 2024Q3: 12,904 shares 12,904 $518K 0.1% +189 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,066 shares; 2024Q2: 11,528 shares; 2024Q3: 12,413 shares 12,413 $511K 0.1% +885 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,940 shares; 2023Q2: 1,960 shares; 2023Q3: 1,954 shares; 2023Q4: 1,965 shares; 2024Q1: 1,968 shares; 2024Q2: not reported; 2024Q3: 1,970 shares 1,970 $486K 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,761 shares; 2023Q2: 1,783 shares; 2023Q3: 1,747 shares; 2023Q4: 1,717 shares; 2024Q1: 2,077 shares; 2024Q2: not reported; 2024Q3: 1,855 shares 1,855 $485K 0.09% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,260 shares; 2023Q2: 5,264 shares; 2023Q3: 4,894 shares; 2023Q4: 4,606 shares; 2024Q1: 4,607 shares; 2024Q2: not reported; 2024Q3: 4,722 shares 4,722 $484K 0.09% new Timeline SKYY 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,166 shares; 2023Q3: 4,772 shares; 2023Q4: 4,807 shares; 2024Q1: 4,807 shares; 2024Q2: not reported; 2024Q3: 4,727 shares 4,727 $483K 0.09% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,830 shares; 2023Q2: 8,881 shares; 2023Q3: 6,681 shares; 2023Q4: 7,341 shares; 2024Q1: 7,729 shares; 2024Q2: 7,953 shares; 2024Q3: 8,176 shares 8,176 $473K 0.09% +223 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,824 shares 7,824 $473K 0.09% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,494 shares; 2023Q2: 4,494 shares; 2023Q3: 4,494 shares; 2023Q4: 4,454 shares; 2024Q1: 4,454 shares; 2024Q2: not reported; 2024Q3: 4,454 shares 4,454 $469K 0.09% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 737 shares; 2023Q2: 737 shares; 2023Q3: 756 shares; 2023Q4: 844 shares; 2024Q1: 934 shares; 2024Q2: not reported; 2024Q3: 894 shares 894 $463K 0.09% new 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; 2022Q4: restricted; 2023Q1: 7,431 shares; 2023Q2: 7,445 shares; 2023Q3: 7,977 shares; 2023Q4: 8,072 shares; 2024Q1: 8,519 shares; 2024Q2: not reported; 2024Q3: 3,363 shares 3,363 $459K 0.09% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,093 shares; 2023Q2: 993 shares; 2023Q3: 993 shares; 2023Q4: 893 shares; 2024Q1: 885 shares; 2024Q2: not reported; 2024Q3: 885 shares 885 $457K 0.09% new Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,598 shares; 2023Q4: 12,456 shares; 2024Q1: 11,831 shares; 2024Q2: 11,331 shares; 2024Q3: 10,931 shares 10,931 $457K 0.09% -400 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 508 shares; 2023Q3: 508 shares; 2023Q4: 508 shares; 2024Q1: 503 shares; 2024Q2: not reported; 2024Q3: 503 shares 503 $450K 0.08% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,947 shares; 2023Q2: 1,947 shares; 2023Q3: 2,177 shares; 2023Q4: 2,179 shares; 2024Q1: 2,179 shares; 2024Q2: not reported; 2024Q3: 2,165 shares 2,165 $448K 0.08% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,185 shares; 2023Q2: 15,193 shares; 2023Q3: 14,732 shares; 2023Q4: 14,732 shares; 2024Q1: 14,682 shares; 2024Q2: not reported; 2024Q3: 14,682 shares 14,682 $444K 0.08% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,711 shares; 2023Q2: 1,714 shares; 2023Q3: 1,685 shares; 2023Q4: 1,685 shares; 2024Q1: 1,650 shares; 2024Q2: not reported; 2024Q3: 1,619 shares 1,619 $443K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,326 shares; 2023Q2: 1,326 shares; 2023Q3: 1,326 shares; 2023Q4: 1,385 shares; 2024Q1: 1,385 shares; 2024Q2: not reported; 2024Q3: 1,385 shares 1,385 $435K 0.08% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,911 shares; 2023Q2: 4,986 shares; 2023Q3: 4,861 shares; 2023Q4: 4,732 shares; 2024Q1: 4,430 shares; 2024Q2: not reported; 2024Q3: 4,438 shares 4,438 $425K 0.08% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 654 shares; 2024Q1: 654 shares; 2024Q2: not reported; 2024Q3: 852 shares 852 $422K 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,549 shares; 2023Q2: 4,585 shares; 2023Q3: 3,573 shares; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares; 2024Q2: not reported; 2024Q3: 3,158 shares 3,158 $415K 0.08% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,485 shares; 2023Q2: 16,856 shares; 2023Q3: 12,576 shares; 2023Q4: 21,619 shares; 2024Q1: 12,209 shares; 2024Q2: 12,043 shares; 2024Q3: 11,750 shares 11,750 $410K 0.08% -293 Timeline VOOG 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; 2022Q4: restricted; 2023Q1: 1,177 shares; 2023Q2: 1,147 shares; 2023Q3: 1,149 shares; 2023Q4: 1,156 shares; 2024Q1: 1,157 shares; 2024Q2: not reported; 2024Q3: 1,158 shares 1,158 $400K 0.07% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,646 shares; 2023Q2: 1,548 shares; 2023Q3: 1,551 shares; 2023Q4: 1,553 shares; 2024Q1: 1,556 shares; 2024Q2: not reported; 2024Q3: 1,471 shares 1,471 $399K 0.07% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,948 shares; 2024Q3: 11,935 shares 11,935 $397K 0.07% +1,987 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,084 shares; 2023Q2: 1,084 shares; 2023Q3: 1,016 shares; 2023Q4: 1,481 shares; 2024Q1: 1,008 shares; 2024Q2: not reported; 2024Q3: 1,013 shares 1,013 $396K 0.07% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,103 shares; 2024Q2: 6,599 shares; 2024Q3: 7,878 shares 7,878 $394K 0.07% +1,279 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 965 shares; 2024Q1: 965 shares; 2024Q2: not reported; 2024Q3: 1,009 shares 1,009 $392K 0.07% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,619 shares; 2023Q2: 5,969 shares; 2023Q3: 5,826 shares; 2023Q4: 5,826 shares; 2024Q1: 5,826 shares; 2024Q2: not reported; 2024Q3: 5,833 shares 5,833 $392K 0.07% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,880 shares; 2023Q2: 1,880 shares; 2023Q3: 1,880 shares; 2023Q4: 1,924 shares; 2024Q1: 1,924 shares; 2024Q2: not reported; 2024Q3: 1,925 shares 1,925 $387K 0.07% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,080 shares; 2023Q2: 2,180 shares; 2023Q3: 2,990 shares; 2023Q4: 2,545 shares; 2024Q1: 2,555 shares; 2024Q2: not reported; 2024Q3: 2,570 shares 2,570 $385K 0.07% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,689 shares; 2023Q2: 1,690 shares; 2023Q3: 1,690 shares; 2023Q4: 1,690 shares; 2024Q1: 1,675 shares; 2024Q2: not reported; 2024Q3: 1,676 shares 1,676 $384K 0.07% new 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; 2022Q4: restricted; 2023Q1: 48,623 shares; 2023Q2: 43,967 shares; 2023Q3: 30,452 shares; 2023Q4: 21,121 shares; 2024Q1: 18,984 shares; 2024Q2: 18,996 shares; 2024Q3: 17,303 shares 17,303 $381K 0.07% -1,693 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,942 shares; 2024Q3: 7,764 shares 7,764 $372K 0.07% -178 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; 2022Q4: restricted; 2023Q1: 2,051 shares; 2023Q2: 1,961 shares; 2023Q3: 1,838 shares; 2023Q4: 1,823 shares; 2024Q1: 1,859 shares; 2024Q2: not reported; 2024Q3: 1,722 shares 1,722 $365K 0.07% new Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,200 shares; 2023Q4: 14,200 shares; 2024Q1: 14,200 shares; 2024Q2: 14,200 shares; 2024Q3: 14,200 shares 14,200 $364K 0.07% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,844 shares; 2023Q2: 13,382 shares; 2023Q3: 12,245 shares; 2023Q4: 9,443 shares; 2024Q1: 8,050 shares; 2024Q2: 7,864 shares; 2024Q3: 7,879 shares 7,879 $360K 0.07% +15 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; 2022Q4: restricted; 2023Q1: 9,779 shares; 2023Q2: 9,747 shares; 2023Q3: 7,908 shares; 2023Q4: 7,521 shares; 2024Q1: 7,208 shares; 2024Q2: 6,914 shares; 2024Q3: 6,715 shares 6,715 $357K 0.07% -199 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,295 shares; 2023Q2: 7,740 shares; 2023Q3: 9,018 shares; 2023Q4: 9,018 shares; 2024Q1: 8,823 shares; 2024Q2: 9,123 shares; 2024Q3: 9,323 shares 9,323 $355K 0.07% +200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,783 shares; 2024Q1: 1,886 shares; 2024Q2: not reported; 2024Q3: 2,274 shares 2,274 $354K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 973 shares; 2023Q2: 941 shares; 2023Q3: 942 shares; 2023Q4: 947 shares; 2024Q1: 973 shares; 2024Q2: not reported; 2024Q3: 975 shares 975 $352K 0.07% new Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,584 shares; 2024Q3: 6,908 shares 6,908 $347K 0.07% +1,324 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,054 shares; 2023Q2: 6,829 shares; 2023Q3: 6,312 shares; 2023Q4: 6,312 shares; 2024Q1: 6,312 shares; 2024Q2: 5,765 shares; 2024Q3: 5,565 shares 5,565 $346K 0.06% -200 Timeline KNG 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,342 shares 6,342 $346K 0.06% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,082 shares; 2023Q2: 1,082 shares; 2023Q3: 1,079 shares; 2023Q4: 1,079 shares; 2024Q1: 1,079 shares; 2024Q2: not reported; 2024Q3: 1,079 shares 1,079 $342K 0.06% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,818 shares; 2023Q2: 12,413 shares; 2023Q3: 12,058 shares; 2023Q4: 12,068 shares; 2024Q1: 12,864 shares; 2024Q2: not reported; 2024Q3: 14,542 shares 14,542 $341K 0.06% new Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,782 shares 6,782 $340K 0.06% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,955 shares; 2023Q4: 6,068 shares; 2024Q1: 6,145 shares; 2024Q2: not reported; 2024Q3: 7,445 shares 7,445 $340K 0.06% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,300 shares; 2024Q2: 13,300 shares; 2024Q3: 13,300 shares 13,300 $340K 0.06% 0 Timeline KNGZ 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; 2022Q4: restricted; 2023Q1: 8,064 shares; 2023Q2: 9,133 shares; 2023Q3: 9,527 shares; 2023Q4: 9,657 shares; 2024Q1: 9,774 shares; 2024Q2: 9,774 shares; 2024Q3: 9,749 shares 9,749 $335K 0.06% -25 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,567 shares; 2023Q2: 3,979 shares; 2023Q3: 3,416 shares; 2023Q4: 3,361 shares; 2024Q1: 3,122 shares; 2024Q2: not reported; 2024Q3: 3,448 shares 3,448 $330K 0.06% new Timeline FVD 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,076 shares; 2023Q4: 6,225 shares; 2024Q1: 6,257 shares; 2024Q2: 6,423 shares; 2024Q3: 7,211 shares 7,211 $328K 0.06% +788 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 547 shares; 2023Q2: 547 shares; 2023Q3: 560 shares; 2023Q4: 547 shares; 2024Q1: 541 shares; 2024Q2: not reported; 2024Q3: 525 shares 525 $325K 0.06% new Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,300 shares 15,300 $325K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,531 shares; 2023Q2: 3,531 shares; 2023Q3: 3,981 shares; 2023Q4: 3,426 shares; 2024Q1: 3,611 shares; 2024Q2: not reported; 2024Q3: 3,340 shares 3,340 $321K 0.06% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,953 shares; 2023Q2: 2,803 shares; 2023Q3: 2,803 shares; 2023Q4: 2,803 shares; 2024Q1: 2,803 shares; 2024Q2: not reported; 2024Q3: 2,843 shares 2,843 $321K 0.06% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,011 shares; 2023Q2: 3,927 shares; 2023Q3: 3,927 shares; 2023Q4: 3,527 shares; 2024Q1: 3,527 shares; 2024Q2: not reported; 2024Q3: 3,482 shares 3,482 $318K 0.06% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,260 shares; 2024Q3: 8,541 shares 8,541 $318K 0.06% +281 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 891 shares; 2023Q2: 874 shares; 2023Q3: 885 shares; 2023Q4: 886 shares; 2024Q1: 926 shares; 2024Q2: not reported; 2024Q3: 889 shares 889 $314K 0.06% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,736 shares; 2023Q4: 8,341 shares; 2024Q1: 8,185 shares; 2024Q2: 8,385 shares; 2024Q3: 10,492 shares 10,492 $314K 0.06% +2,107 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,200 shares 13,200 $310K 0.06% new Timeline XLY 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; 2022Q4: restricted; 2023Q1: 1,796 shares; 2023Q2: 1,794 shares; 2023Q3: 1,680 shares; 2023Q4: 1,695 shares; 2024Q1: 1,628 shares; 2024Q2: not reported; 2024Q3: 1,544 shares 1,544 $309K 0.06% new Timeline FPXI 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; 2022Q4: restricted; 2023Q1: 13,847 shares; 2023Q2: 14,113 shares; 2023Q3: 7,669 shares; 2023Q4: 6,386 shares; 2024Q1: 6,386 shares; 2024Q2: 6,386 shares; 2024Q3: 6,396 shares 6,396 $309K 0.06% +10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,673 shares; 2023Q2: 3,696 shares; 2023Q3: 3,496 shares; 2023Q4: 3,518 shares; 2024Q1: 3,380 shares; 2024Q2: not reported; 2024Q3: 3,417 shares 3,417 $308K 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,135 shares; 2023Q2: 3,041 shares; 2023Q3: 2,510 shares; 2023Q4: 2,349 shares; 2024Q1: 2,274 shares; 2024Q2: not reported; 2024Q3: 2,274 shares 2,274 $307K 0.06% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,497 shares; 2023Q2: 1,470 shares; 2023Q3: 1,457 shares; 2023Q4: 1,458 shares; 2024Q1: 4,281 shares; 2024Q2: not reported; 2024Q3: 4,283 shares 4,283 $304K 0.06% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,286 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,810 shares; 2024Q1: 1,763 shares; 2024Q2: not reported; 2024Q3: 1,861 shares 1,861 $303K 0.06% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 986 shares; 2023Q2: 1,087 shares; 2023Q3: 964 shares; 2023Q4: 995 shares; 2024Q1: 964 shares; 2024Q2: not reported; 2024Q3: 940 shares 940 $303K 0.06% new Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,767 shares; 2023Q2: 9,823 shares; 2023Q3: 9,709 shares; 2023Q4: 9,623 shares; 2024Q1: 9,717 shares; 2024Q2: 9,540 shares; 2024Q3: 9,626 shares 9,626 $302K 0.06% +86 FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,374 shares; 2023Q2: 8,422 shares; 2023Q3: 9,220 shares; 2023Q4: 9,020 shares; 2024Q1: 9,053 shares; 2024Q2: 8,198 shares; 2024Q3: 7,703 shares 7,703 $300K 0.06% -495 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,981 shares; 2023Q2: 4,986 shares; 2023Q3: 5,158 shares; 2023Q4: 5,163 shares; 2024Q1: 5,168 shares; 2024Q2: not reported; 2024Q3: 4,115 shares 4,115 $295K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,392 shares; 2023Q2: 2,433 shares; 2023Q3: 2,604 shares; 2023Q4: 2,616 shares; 2024Q1: 2,619 shares; 2024Q2: not reported; 2024Q3: 2,572 shares 2,572 $293K 0.05% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,159 shares; 2023Q2: 5,128 shares; 2023Q3: 4,304 shares; 2023Q4: 4,304 shares; 2024Q1: 4,244 shares; 2024Q2: not reported; 2024Q3: 3,814 shares 3,814 $292K 0.05% new Timeline VGK 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; 2022Q4: restricted; 2023Q1: 4,308 shares; 2023Q2: 4,698 shares; 2023Q3: 4,598 shares; 2023Q4: 4,598 shares; 2024Q1: 4,080 shares; 2024Q2: not reported; 2024Q3: 4,053 shares 4,053 $288K 0.05% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,960 shares; 2023Q2: 10,093 shares; 2023Q3: 10,093 shares; 2023Q4: 10,093 shares; 2024Q1: 10,093 shares; 2024Q2: not reported; 2024Q3: 9,628 shares 9,628 $286K 0.05% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,655 shares; 2023Q2: 3,414 shares; 2023Q3: 2,381 shares; 2023Q4: 3,147 shares; 2024Q1: 2,962 shares; 2024Q2: not reported; 2024Q3: 2,971 shares 2,971 $281K 0.05% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 479 shares 479 $280K 0.05% new 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; 2022Q4: restricted; 2023Q1: 3,233 shares; 2023Q2: 3,184 shares; 2023Q3: 3,285 shares; 2023Q4: 2,911 shares; 2024Q1: 3,042 shares; 2024Q2: not reported; 2024Q3: 3,478 shares 3,478 $276K 0.05% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31,470 shares; 2023Q2: 33,527 shares; 2023Q3: 21,098 shares; 2023Q4: 15,072 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,294 shares 15,294 $274K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares; 2024Q1: 1,100 shares; 2024Q2: not reported; 2024Q3: 1,100 shares 1,100 $273K 0.05% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 975 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 738 shares; 2024Q2: not reported; 2024Q3: 678 shares 678 $271K 0.05% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,817 shares; 2023Q4: 9,222 shares; 2024Q1: 9,064 shares; 2024Q2: 9,064 shares; 2024Q3: 8,864 shares 8,864 $269K 0.05% -200 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,826 shares; 2023Q2: 2,959 shares; 2023Q3: 2,959 shares; 2023Q4: 2,977 shares; 2024Q1: 2,982 shares; 2024Q2: not reported; 2024Q3: 2,920 shares 2,920 $268K 0.05% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,079 shares; 2023Q3: not reported; 2023Q4: 2,172 shares; 2024Q1: 2,165 shares; 2024Q2: not reported; 2024Q3: 2,021 shares 2,021 $267K 0.05% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,120 shares; 2023Q2: 1,120 shares; 2023Q3: 1,025 shares; 2023Q4: 1,030 shares; 2024Q1: 987 shares; 2024Q2: not reported; 2024Q3: 938 shares 938 $266K 0.05% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,102 shares; 2024Q2: not reported; 2024Q3: 5,132 shares 5,132 $266K 0.05% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 879 shares; 2024Q2: not reported; 2024Q3: 1,069 shares 1,069 $266K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,310 shares; 2023Q2: 3,187 shares; 2023Q3: 2,987 shares; 2023Q4: 2,591 shares; 2024Q1: 2,204 shares; 2024Q2: not reported; 2024Q3: 2,209 shares 2,209 $260K 0.05% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,654 shares; 2023Q4: 11,635 shares; 2024Q1: 10,429 shares; 2024Q2: 5,820 shares; 2024Q3: 5,756 shares 5,756 $257K 0.05% -64 Timeline FGD 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; 2022Q4: restricted; 2023Q1: 31,914 shares; 2023Q2: 32,505 shares; 2023Q3: 20,479 shares; 2023Q4: 16,810 shares; 2024Q1: 11,078 shares; 2024Q2: 10,694 shares; 2024Q3: 10,495 shares 10,495 $256K 0.05% -199 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 57,493 shares; 2023Q2: 57,146 shares; 2023Q3: 57,353 shares; 2023Q4: not reported; 2024Q1: 2,196 shares; 2024Q2: not reported; 2024Q3: 2,312 shares 2,312 $255K 0.05% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,132 shares; 2024Q2: not reported; 2024Q3: 1,257 shares 1,257 $254K 0.05% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,717 shares; 2023Q2: 8,421 shares; 2023Q3: 8,066 shares; 2023Q4: 7,755 shares; 2024Q1: 7,124 shares; 2024Q2: 7,036 shares; 2024Q3: 6,060 shares 6,060 $253K 0.05% -976 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,914 shares; 2023Q2: 1,961 shares; 2023Q3: 1,973 shares; 2023Q4: 2,041 shares; 2024Q1: 2,061 shares; 2024Q2: not reported; 2024Q3: 1,992 shares 1,992 $252K 0.05% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,431 shares; 2024Q1: 4,431 shares; 2024Q2: not reported; 2024Q3: 4,431 shares 4,431 $251K 0.05% new Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,574 shares; 2023Q2: 12,574 shares; 2023Q3: 12,131 shares; 2023Q4: 11,451 shares; 2024Q1: 10,962 shares; 2024Q2: 10,152 shares; 2024Q3: 10,152 shares 10,152 $251K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,554 shares; 2024Q2: not reported; 2024Q3: 1,554 shares 1,554 $250K 0.05% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,258 shares 1,258 $248K 0.05% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,773 shares 2,773 $247K 0.05% new Timeline SPGM 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,790 shares 3,790 $245K 0.05% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 900 shares; 2024Q1: 951 shares; 2024Q2: not reported; 2024Q3: 898 shares 898 $243K 0.05% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,027 shares 2,027 $240K 0.05% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,763 shares 1,763 $240K 0.04% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,825 shares; 2023Q2: 2,665 shares; 2023Q3: 2,325 shares; 2023Q4: 2,018 shares; 2024Q1: 1,612 shares; 2024Q2: not reported; 2024Q3: 1,592 shares 1,592 $240K 0.04% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,964 shares; 2023Q2: 2,838 shares; 2023Q3: not reported; 2023Q4: 2,778 shares; 2024Q1: 2,786 shares; 2024Q2: not reported; 2024Q3: 2,722 shares 2,722 $239K 0.04% new 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; 2022Q4: restricted; 2023Q1: 2,781 shares; 2023Q2: 2,785 shares; 2023Q3: 2,675 shares; 2023Q4: not reported; 2024Q1: 1,967 shares; 2024Q2: not reported; 2024Q3: 1,911 shares 1,911 $232K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 827 shares 827 $232K 0.04% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 5,875 shares; 2023Q3: 7,425 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,345 shares 2,345 $230K 0.04% new 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; 2022Q4: restricted; 2023Q1: 4,509 shares; 2023Q2: 5,239 shares; 2023Q3: 5,041 shares; 2023Q4: 5,046 shares; 2024Q1: 4,735 shares; 2024Q2: not reported; 2024Q3: 3,617 shares 3,617 $228K 0.04% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,217 shares; 2023Q2: 2,218 shares; 2023Q3: 2,128 shares; 2023Q4: 2,081 shares; 2024Q1: 1,958 shares; 2024Q2: not reported; 2024Q3: 1,718 shares 1,718 $227K 0.04% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,492 shares; 2024Q3: 5,492 shares 5,492 $227K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,142 shares; 2024Q2: not reported; 2024Q3: 1,144 shares 1,144 $226K 0.04% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,002 shares 3,002 $225K 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,732 shares; 2023Q2: 5,809 shares; 2023Q3: 5,492 shares; 2023Q4: 5,116 shares; 2024Q1: 4,690 shares; 2024Q2: not reported; 2024Q3: 3,581 shares 3,581 $225K 0.04% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,322 shares; 2023Q2: 2,322 shares; 2023Q3: 2,222 shares; 2023Q4: 2,222 shares; 2024Q1: 2,222 shares; 2024Q2: not reported; 2024Q3: 1,699 shares 1,699 $225K 0.04% new Timeline PXF 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,492 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,106 shares; 2024Q2: not reported; 2024Q3: 4,106 shares 4,106 $214K 0.04% new Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,416 shares 4,416 $213K 0.04% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,375 shares 2,375 $212K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,602 shares 2,602 $209K 0.04% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,500 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,500 shares; 2024Q1: 8,500 shares; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares 8,500 $207K 0.04% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,036 shares 4,036 $206K 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,338 shares 1,338 $205K 0.04% new 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,902 shares 2,902 $203K 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,328 shares 1,328 $201K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,863 shares 18,863 $199K 0.04% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,849 shares; 2023Q2: 28,099 shares; 2023Q3: 47,449 shares; 2023Q4: not reported; 2024Q1: 14,400 shares; 2024Q2: 18,550 shares; 2024Q3: 18,781 shares 18,781 $196K 0.04% +231 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,400 shares; 2023Q4: 12,400 shares; 2024Q1: 11,600 shares; 2024Q2: 11,600 shares; 2024Q3: 12,600 shares 12,600 $148K 0.03% +1,000 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,738 shares; 2024Q2: 11,738 shares; 2024Q3: 11,611 shares 11,611 $116K 0.02% -127 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,500 shares; 2023Q2: not reported; 2023Q3: 12,500 shares; 2023Q4: 12,500 shares; 2024Q1: 12,500 shares; 2024Q2: not reported; 2024Q3: 12,500 shares 12,500 $113K 0.02% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,110 shares 12,110 $106K 0.02% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,600 shares; 2024Q3: 14,200 shares 14,200 $87.2K 0.02% +2,600 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20,070 shares; 2024Q2: 66,155 shares; 2024Q3: 36,700 shares 36,700 $82.9K 0.02% -29,455 Timeline