IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,041 shares; 2025Q3: 178,486 shares; 2025Q4: 177,992 shares; 2026Q1: 182,040 shares; 2026Q2: 178,911 shares; 2026Q3: 175,133 shares 175,133 $33.3M 11.91% -3,778 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,556 shares; 2025Q1: 96,480 shares; 2025Q2: 97,599 shares; 2025Q3: 97,741 shares; 2025Q4: 98,634 shares; 2026Q1: 101,588 shares; 2026Q2: 402,845 shares; 2026Q3: 391,186 shares 391,186 $30.7M 10.97% -11,659 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,189 shares; 2025Q3: 107,732 shares; 2025Q4: 109,261 shares; 2026Q1: 111,329 shares; 2026Q2: 109,328 shares; 2026Q3: 106,739 shares 106,739 $30.4M 10.86% -2,589 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343,292 shares; 2026Q2: 341,527 shares; 2026Q3: 335,109 shares 335,109 $30.2M 10.8% -6,418 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,215 shares; 2025Q1: 128,355 shares; 2025Q2: 122,762 shares; 2025Q3: 117,612 shares; 2025Q4: 112,897 shares; 2026Q1: 105,875 shares; 2026Q2: 104,831 shares; 2026Q3: 103,234 shares 103,234 $16M 5.71% -1,597 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330,042 shares; 2025Q1: 333,971 shares; 2025Q2: 340,534 shares; 2025Q3: 352,402 shares; 2025Q4: 375,719 shares; 2026Q1: 309,713 shares; 2026Q2: 308,099 shares; 2026Q3: 301,702 shares 301,702 $15.6M 5.6% -6,397 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,407 shares; 2025Q1: 62,323 shares; 2025Q2: 63,727 shares; 2025Q3: 61,476 shares; 2025Q4: 51,108 shares; 2026Q1: 47,782 shares; 2026Q2: 45,965 shares; 2026Q3: 45,074 shares 45,074 $15.4M 5.49% -891 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,018 shares; 2025Q1: 48,996 shares; 2025Q2: 50,164 shares; 2025Q3: 50,000 shares; 2025Q4: 48,132 shares; 2026Q1: 47,839 shares; 2026Q2: 46,910 shares; 2026Q3: 45,192 shares 45,192 $15M 5.38% -1,718 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 109,871 shares; 2025Q2: 110,480 shares; 2025Q3: 110,878 shares; 2025Q4: 111,389 shares; 2026Q1: 114,275 shares; 2026Q2: 114,112 shares; 2026Q3: 112,002 shares 112,002 $14.6M 5.21% -2,110 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,580 shares; 2026Q2: 215,874 shares; 2026Q3: 212,356 shares 212,356 $14.3M 5.11% -3,518 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,983 shares; 2025Q1: 57,265 shares; 2025Q2: 56,597 shares; 2025Q3: 56,654 shares; 2025Q4: 55,644 shares; 2026Q1: 55,631 shares; 2026Q2: 54,620 shares; 2026Q3: 53,584 shares 53,584 $13.4M 4.77% -1,036 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,051 shares; 2026Q3: 69,851 shares 69,851 $12.4M 4.42% +1,800 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,431 shares; 2025Q1: 24,234 shares; 2025Q2: 23,551 shares; 2025Q3: 23,662 shares; 2025Q4: 23,779 shares; 2026Q1: 23,906 shares; 2026Q2: 24,258 shares; 2026Q3: 24,106 shares 24,106 $12M 4.29% -152 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380,588 shares; 2025Q1: 390,292 shares; 2025Q2: 395,350 shares; 2025Q3: 407,431 shares; 2025Q4: 422,173 shares; 2026Q1: 437,090 shares; 2026Q2: 421,868 shares; 2026Q3: 246,067 shares 246,067 $11.9M 4.26% -175,801 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,621 shares; 2025Q1: 12,510 shares; 2025Q2: 12,790 shares; 2025Q3: 13,215 shares; 2025Q4: 13,249 shares; 2026Q1: 23,200 shares; 2026Q2: 11,821 shares; 2026Q3: 10,899 shares 10,899 $7.64M 2.73% -922 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,457 shares; 2025Q1: 4,470 shares; 2025Q2: 4,730 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,753 shares; 2026Q2: 4,752 shares; 2026Q3: 4,752 shares 4,752 $1.69M 0.6% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 4,153 shares; 2026Q1: 4,153 shares; 2026Q2: 4,153 shares; 2026Q3: 4,153 shares 4,153 $1.55M 0.56% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,882 shares; 2025Q1: 3,771 shares; 2025Q2: 3,771 shares; 2025Q3: 3,947 shares; 2025Q4: 3,947 shares; 2026Q1: 4,027 shares; 2026Q2: 4,027 shares; 2026Q3: 4,022 shares 4,022 $919K 0.33% -5 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; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,396 shares; 2025Q3: 4,336 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares; 2026Q2: 4,319 shares; 2026Q3: 4,319 shares 4,319 $792K 0.28% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,717 shares; 2025Q1: 9,241 shares; 2025Q2: 9,297 shares; 2025Q3: 9,169 shares; 2025Q4: 13,202 shares; 2026Q1: 14,087 shares; 2026Q2: 13,527 shares; 2026Q3: 11,093 shares 11,093 $559K 0.2% -2,434 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,839 shares; 2025Q1: 3,842 shares; 2025Q2: 3,848 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,853 shares; 2026Q2: 3,857 shares; 2026Q3: 3,860 shares 3,860 $401K 0.14% +3 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,626 shares; 2025Q1: 1,627 shares; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 914 shares; 2026Q3: 914 shares 914 $314K 0.11% 0 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; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares; 2026Q2: 1,148 shares; 2026Q3: 1,148 shares 1,148 $252K 0.09% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 342 shares 342 $248K 0.09% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 337 shares 337 $205K 0.07% 0 Timeline