WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,301 shares; 2024Q4: 601,172 shares; 2025Q1: 601,172 shares; 2025Q2: 602,338 shares; 2025Q3: 602,338 shares; 2025Q4: 602,334 shares; 2026Q1: 602,336 shares; 2026Q2: 603,290 shares 603,290 $163M 45.86% +954 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,750 shares; 2024Q4: 245,873 shares; 2025Q1: 245,981 shares; 2025Q2: 246,000 shares; 2025Q3: 245,207 shares; 2025Q4: 245,207 shares; 2026Q1: 245,207 shares; 2026Q2: 245,097 shares 245,097 $59.3M 16.72% -110 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,696 shares; 2024Q4: 224,360 shares; 2025Q1: 223,445 shares; 2025Q2: 224,306 shares; 2025Q3: 246,823 shares; 2025Q4: 247,123 shares; 2026Q1: 246,936 shares; 2026Q2: 247,139 shares 247,139 $12.5M 3.52% +203 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,995 shares; 2025Q3: 114,407 shares; 2025Q4: 115,150 shares; 2026Q1: 120,562 shares; 2026Q2: 121,746 shares 121,746 $11M 3.09% +1,184 Timeline BUFD 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; 2024Q3: 379,121 shares; 2024Q4: 384,785 shares; 2025Q1: 390,938 shares; 2025Q2: 391,090 shares; 2025Q3: 386,663 shares; 2025Q4: 370,567 shares; 2026Q1: 368,454 shares; 2026Q2: 367,507 shares 367,507 $10.9M 3.08% -947 Timeline CAPE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,802 shares; 2024Q4: 268,043 shares; 2025Q1: 257,690 shares; 2025Q2: 255,800 shares; 2025Q3: 252,174 shares; 2025Q4: 252,817 shares; 2026Q1: 254,206 shares; 2026Q2: 234,697 shares 234,697 $7.61M 2.15% -19,509 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,656 shares; 2024Q4: 236,402 shares; 2025Q1: 235,274 shares; 2025Q2: 235,333 shares; 2025Q3: 227,085 shares; 2025Q4: 224,672 shares; 2026Q1: 256,581 shares; 2026Q2: 256,380 shares 256,380 $7.55M 2.13% -201 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,097 shares; 2024Q4: 32,817 shares; 2025Q1: 32,785 shares; 2025Q2: 33,107 shares; 2025Q3: 33,330 shares; 2025Q4: 33,211 shares; 2026Q1: 33,323 shares; 2026Q2: 33,190 shares 33,190 $7.23M 2.04% -133 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,957 shares; 2024Q4: 54,350 shares; 2025Q1: 50,399 shares; 2025Q2: 51,517 shares; 2025Q3: 51,416 shares; 2025Q4: 51,345 shares; 2026Q1: 51,409 shares; 2026Q2: 51,717 shares 51,717 $5.37M 1.51% +308 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,677 shares; 2025Q4: 56,283 shares; 2026Q1: 56,726 shares; 2026Q2: 57,096 shares 57,096 $5.09M 1.44% +370 Timeline KOP KOPPERS HOLDINGS INC More: the full row for KOPPERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,910 shares; 2024Q4: 76,910 shares; 2025Q1: 76,910 shares; 2025Q2: 79,006 shares; 2025Q3: 79,006 shares; 2025Q4: 79,006 shares; 2026Q1: 79,006 shares; 2026Q2: 83,834 shares 83,834 $3.76M 1.06% +4,828 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,421 shares; 2024Q4: 105,733 shares; 2025Q1: 98,410 shares; 2025Q2: 100,287 shares; 2025Q3: 92,653 shares; 2025Q4: 92,778 shares; 2026Q1: 93,924 shares; 2026Q2: 94,530 shares 94,530 $3.2M 0.9% +606 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,703 shares; 2024Q4: 10,904 shares; 2025Q1: 9,912 shares; 2025Q2: 9,994 shares; 2025Q3: 9,958 shares; 2025Q4: 10,033 shares; 2026Q1: 10,113 shares; 2026Q2: 9,435 shares 9,435 $3.16M 0.89% -678 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,800 shares; 2025Q4: 29,047 shares; 2026Q1: 29,901 shares; 2026Q2: 30,321 shares 30,321 $3.08M 0.87% +420 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313 shares; 2024Q4: 2,272 shares; 2025Q1: 2,228 shares; 2025Q2: 3,118 shares; 2025Q3: 3,377 shares; 2025Q4: 3,358 shares; 2026Q1: 3,510 shares; 2026Q2: 3,711 shares 3,711 $2.77M 0.78% +201 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,958 shares; 2024Q4: 8,959 shares; 2025Q1: 8,959 shares; 2025Q2: 8,903 shares; 2025Q3: 8,904 shares; 2025Q4: 9,444 shares; 2026Q1: 9,387 shares; 2026Q2: 9,457 shares 9,457 $2.74M 0.77% +70 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,509 shares; 2024Q4: 33,458 shares; 2025Q1: 25,874 shares; 2025Q2: 25,831 shares; 2025Q3: 25,017 shares; 2025Q4: 24,525 shares; 2026Q1: 24,539 shares; 2026Q2: 24,517 shares 24,517 $2.36M 0.67% -22 Timeline DDEC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,989 shares; 2025Q3: 4,989 shares; 2025Q4: 59,508 shares; 2026Q1: 64,353 shares; 2026Q2: 48,048 shares 48,048 $2.28M 0.64% -16,305 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; 2024Q3: 32,861 shares; 2024Q4: 33,650 shares; 2025Q1: 31,000 shares; 2025Q2: 31,608 shares; 2025Q3: 32,087 shares; 2025Q4: 32,777 shares; 2026Q1: 40,123 shares; 2026Q2: 41,965 shares 41,965 $2.04M 0.58% +1,842 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,043 shares; 2024Q4: 41,043 shares; 2025Q1: 40,842 shares; 2025Q2: 40,844 shares; 2025Q3: 40,307 shares; 2025Q4: 40,287 shares; 2026Q1: 40,287 shares; 2026Q2: 36,739 shares 36,739 $1.67M 0.47% -3,548 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,714 shares; 2024Q4: 37,582 shares; 2025Q1: 32,459 shares; 2025Q2: 32,504 shares; 2025Q3: 27,719 shares; 2025Q4: 27,762 shares; 2026Q1: 41,799 shares; 2026Q2: 41,835 shares 41,835 $1.46M 0.41% +36 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: 3,852 shares; 2025Q1: 3,965 shares; 2025Q2: 3,966 shares; 2025Q3: 3,966 shares; 2025Q4: 3,987 shares; 2026Q1: 3,728 shares; 2026Q2: 3,728 shares 3,728 $1.39M 0.39% 0 Timeline DJUN 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; 2024Q3: 33,502 shares; 2024Q4: 33,502 shares; 2025Q1: 33,502 shares; 2025Q2: 35,742 shares; 2025Q3: 36,554 shares; 2025Q4: 9,305 shares; 2026Q1: 8,951 shares; 2026Q2: 28,204 shares 28,204 $1.39M 0.39% +19,253 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,525 shares; 2024Q4: 20,548 shares; 2025Q1: 20,593 shares; 2025Q2: 20,623 shares; 2025Q3: 16,388 shares; 2025Q4: 15,248 shares; 2026Q1: 15,114 shares; 2026Q2: 15,114 shares 15,114 $1.3M 0.37% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,198 shares; 2024Q4: 19,084 shares; 2025Q1: 19,116 shares; 2025Q2: 19,100 shares; 2025Q3: 18,703 shares; 2025Q4: 18,902 shares; 2026Q1: 18,918 shares; 2026Q2: 17,181 shares 17,181 $1.29M 0.36% -1,737 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,393 shares; 2024Q4: 3,411 shares; 2025Q1: 3,432 shares; 2025Q2: 3,454 shares; 2025Q3: 3,472 shares; 2025Q4: 3,494 shares; 2026Q1: 3,518 shares; 2026Q2: 3,503 shares 3,503 $1.24M 0.35% -15 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,665 shares; 2025Q1: 3,674 shares; 2025Q2: 3,684 shares; 2025Q3: 3,693 shares; 2025Q4: 3,701 shares; 2026Q1: 3,710 shares; 2026Q2: 3,719 shares 3,719 $1.22M 0.34% +9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,937 shares; 2024Q4: 14,980 shares; 2025Q1: 15,160 shares; 2025Q2: 15,154 shares; 2025Q3: 15,233 shares; 2025Q4: 15,446 shares; 2026Q1: 15,406 shares; 2026Q2: 15,663 shares 15,663 $1.12M 0.31% +257 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,669 shares; 2025Q2: 2,829 shares; 2025Q3: 2,830 shares; 2025Q4: 2,827 shares; 2026Q1: 2,877 shares; 2026Q2: 2,952 shares 2,952 $1.1M 0.31% +75 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,057 shares; 2025Q1: 4,002 shares; 2025Q2: 4,198 shares; 2025Q3: 4,741 shares; 2025Q4: 4,694 shares; 2026Q1: 4,695 shares; 2026Q2: 4,695 shares 4,695 $1.03M 0.29% 0 Timeline SPMO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,495 shares; 2026Q1: 3,497 shares; 2026Q2: 6,117 shares 6,117 $988K 0.28% +2,620 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,562 shares; 2024Q4: 30,277 shares; 2025Q1: 29,708 shares; 2025Q2: 40,708 shares; 2025Q3: 40,683 shares; 2025Q4: 40,692 shares; 2026Q1: 40,878 shares; 2026Q2: 40,679 shares 40,679 $980K 0.28% -199 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,466 shares; 2024Q4: 8,473 shares; 2025Q1: 7,610 shares; 2025Q2: 7,844 shares; 2025Q3: 7,551 shares; 2025Q4: 7,499 shares; 2026Q1: 7,550 shares; 2026Q2: 7,556 shares 7,556 $966K 0.27% +6 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,086 shares; 2025Q1: 1,085 shares; 2025Q2: 1,093 shares; 2025Q3: 1,256 shares; 2025Q4: 1,254 shares; 2026Q1: 1,241 shares; 2026Q2: 1,317 shares 1,317 $905K 0.26% +76 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; 2024Q3: 30,471 shares; 2024Q4: 30,315 shares; 2025Q1: 18,660 shares; 2025Q2: 18,717 shares; 2025Q3: 18,318 shares; 2025Q4: 17,244 shares; 2026Q1: 17,593 shares; 2026Q2: 17,634 shares 17,634 $850K 0.24% +41 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,952 shares; 2025Q4: 5,430 shares; 2026Q1: 8,069 shares; 2026Q2: 8,790 shares 8,790 $848K 0.24% +721 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: 3,709 shares; 2025Q1: 3,716 shares; 2025Q2: 3,726 shares; 2025Q3: 3,960 shares; 2025Q4: 3,758 shares; 2026Q1: 4,222 shares; 2026Q2: 4,194 shares 4,194 $839K 0.24% -28 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 672 shares; 2026Q1: 713 shares; 2026Q2: 701 shares 701 $824K 0.23% -12 Timeline DMAY 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; 2024Q3: 8,737 shares; 2024Q4: 8,737 shares; 2025Q1: 8,737 shares; 2025Q2: 14,713 shares; 2025Q3: 14,676 shares; 2025Q4: 14,676 shares; 2026Q1: 8,090 shares; 2026Q2: 17,012 shares 17,012 $802K 0.23% +8,922 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 2,947 shares; 2025Q1: 2,964 shares; 2025Q2: 2,983 shares; 2025Q3: 3,002 shares; 2025Q4: 3,021 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015 $742K 0.21% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,627 shares; 2026Q2: 12,741 shares 12,741 $688K 0.19% +114 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $676K 0.19% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 1,525 shares; 2026Q1: 1,535 shares; 2026Q2: 1,416 shares 1,416 $676K 0.19% -119 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 2,353 shares; 2025Q1: 1,949 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,951 shares; 2026Q1: 1,921 shares; 2026Q2: 1,922 shares 1,922 $659K 0.19% +1 Timeline QQQM 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; 2024Q3: not reported; 2024Q4: 1,416 shares; 2025Q1: 1,468 shares; 2025Q2: 1,491 shares; 2025Q3: 1,918 shares; 2025Q4: 1,922 shares; 2026Q1: 2,071 shares; 2026Q2: 2,086 shares 2,086 $632K 0.18% +15 Timeline GJUN 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; 2024Q3: 14,070 shares; 2024Q4: 14,070 shares; 2025Q1: 14,070 shares; 2025Q2: 14,070 shares; 2025Q3: 14,070 shares; 2025Q4: 14,070 shares; 2026Q1: 14,070 shares; 2026Q2: 14,070 shares 14,070 $580K 0.16% 0 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; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $579K 0.16% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,656 shares; 2025Q1: 2,663 shares; 2025Q2: 2,669 shares; 2025Q3: 2,675 shares; 2025Q4: 2,681 shares; 2026Q1: 2,687 shares; 2026Q2: 2,692 shares 2,692 $573K 0.16% +5 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,303 shares; 2025Q2: 2,310 shares; 2025Q3: 2,303 shares; 2025Q4: 2,598 shares; 2026Q1: 2,394 shares; 2026Q2: 2,365 shares 2,365 $564K 0.16% -29 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $545K 0.15% new 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; 2024Q3: 2,919 shares; 2024Q4: 2,879 shares; 2025Q1: 2,817 shares; 2025Q2: 2,818 shares; 2025Q3: 2,819 shares; 2025Q4: 3,342 shares; 2026Q1: 4,153 shares; 2026Q2: 3,775 shares 3,775 $516K 0.15% -378 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares; 2026Q2: 1,343 shares 1,343 $480K 0.14% +4 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 652 shares; 2026Q1: 645 shares; 2026Q2: 649 shares 649 $478K 0.13% +4 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,183 shares; 2024Q4: 4,098 shares; 2025Q1: 4,106 shares; 2025Q2: 4,113 shares; 2025Q3: 4,123 shares; 2025Q4: 4,129 shares; 2026Q1: 4,136 shares; 2026Q2: 4,143 shares 4,143 $472K 0.13% +7 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,955 shares; 2024Q4: 4,990 shares; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,150 shares; 2025Q4: 1,948 shares; 2026Q1: 1,950 shares; 2026Q2: 1,952 shares 1,952 $462K 0.13% +2 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares; 2026Q2: 3,545 shares 3,545 $442K 0.12% +42 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,984 shares; 2024Q4: 4,984 shares; 2025Q1: 4,984 shares; 2025Q2: 4,984 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares; 2026Q1: 4,984 shares; 2026Q2: 4,984 shares 4,984 $438K 0.12% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $408K 0.12% 0 Timeline DAUG 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,505 shares; 2025Q4: 8,505 shares; 2026Q1: 8,505 shares; 2026Q2: 8,505 shares 8,505 $398K 0.11% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 1,125 shares 1,125 $397K 0.11% 0 Timeline DOCT 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,263 shares; 2026Q1: 8,263 shares; 2026Q2: 8,263 shares 8,263 $386K 0.11% 0 Timeline DAPR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,435 shares 9,435 $386K 0.11% new Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,280 shares; 2024Q4: 51,645 shares; 2025Q1: 50,192 shares; 2025Q2: 50,239 shares; 2025Q3: 3,249 shares; 2025Q4: 2,990 shares; 2026Q1: 3,121 shares; 2026Q2: 3,121 shares 3,121 $382K 0.11% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,397 shares; 2025Q1: 6,159 shares; 2025Q2: 6,154 shares; 2025Q3: 1,286 shares; 2025Q4: 1,259 shares; 2026Q1: 1,250 shares; 2026Q2: 1,252 shares 1,252 $380K 0.11% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,450 shares; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $349K 0.1% 0 Timeline DJAN 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; 2024Q3: 13,567 shares; 2024Q4: 13,567 shares; 2025Q1: 16,104 shares; 2025Q2: 16,104 shares; 2025Q3: 15,979 shares; 2025Q4: not reported; 2026Q1: 7,137 shares; 2026Q2: 7,137 shares 7,137 $325K 0.09% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,364 shares; 2026Q2: 3,483 shares 3,483 $311K 0.09% +1,119 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; 2024Q3: 2,890 shares; 2024Q4: 2,570 shares; 2025Q1: 2,512 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,347 shares; 2026Q1: 2,385 shares; 2026Q2: 2,408 shares 2,408 $309K 0.09% +23 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,004 shares; 2026Q2: 2,004 shares 2,004 $290K 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,449 shares; 2025Q1: 2,467 shares; 2025Q2: 2,474 shares; 2025Q3: 2,493 shares; 2025Q4: 2,507 shares; 2026Q1: 2,525 shares; 2026Q2: 2,953 shares 2,953 $283K 0.08% +428 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; 2024Q3: 12,271 shares; 2024Q4: 13,351 shares; 2025Q1: 13,777 shares; 2025Q2: 14,224 shares; 2025Q3: 14,248 shares; 2025Q4: 13,595 shares; 2026Q1: 13,654 shares; 2026Q2: 13,508 shares 13,508 $280K 0.08% -146 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,735 shares 8,735 $277K 0.08% 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; 2024Q3: not reported; 2024Q4: 989 shares; 2025Q1: not reported; 2025Q2: 975 shares; 2025Q3: 937 shares; 2025Q4: 765 shares; 2026Q1: 676 shares; 2026Q2: 715 shares 715 $270K 0.08% +39 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 498 shares; 2025Q1: 472 shares; 2025Q2: 460 shares; 2025Q3: 483 shares; 2025Q4: 503 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $256K 0.07% 0 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,065 shares 12,065 $251K 0.07% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,048 shares; 2025Q4: not reported; 2026Q1: 970 shares; 2026Q2: 973 shares 973 $249K 0.07% +3 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; 2024Q3: 5,418 shares; 2024Q4: 5,128 shares; 2025Q1: 5,092 shares; 2025Q2: 5,707 shares; 2025Q3: 5,707 shares; 2025Q4: 5,679 shares; 2026Q1: 5,691 shares; 2026Q2: 5,703 shares 5,703 $241K 0.07% +12 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 642 shares 642 $231K 0.07% +1 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; 2024Q3: 2,839 shares; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,840 shares; 2026Q2: 2,841 shares 2,841 $231K 0.07% +1 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,985 shares; 2025Q3: 2,931 shares; 2025Q4: 2,837 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $230K 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 475 shares; 2026Q1: 467 shares; 2026Q2: 443 shares 443 $222K 0.06% -24 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $213K 0.06% new Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $114K 0.03% 0 Timeline