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: 906,988 shares; 2024Q4: 894,743 shares; 2025Q1: 768,300 shares; 2025Q2: 481,524 shares; 2025Q3: 474,578 shares; 2025Q4: 485,406 shares; 2026Q1: 685,665 shares; 2026Q2: 995,716 shares 995,716 $87.5M 12.14% +310,051 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 946,167 shares; 2026Q2: 945,130 shares 945,130 $34.6M 4.8% -1,037 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271,505 shares; 2024Q4: 258,050 shares; 2025Q1: 263,715 shares; 2025Q2: 244,403 shares; 2025Q3: 236,000 shares; 2025Q4: 238,864 shares; 2026Q1: 248,772 shares; 2026Q2: 240,119 shares 240,119 $33M 4.58% -8,653 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,970 shares; 2024Q4: 421,705 shares; 2025Q1: 439,551 shares; 2025Q2: 442,818 shares; 2025Q3: 528,147 shares; 2025Q4: 541,587 shares; 2026Q1: 412,976 shares; 2026Q2: 413,086 shares 413,086 $28.1M 3.9% +110 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,784 shares; 2024Q4: 52,801 shares; 2025Q1: 83,101 shares; 2025Q2: 101,643 shares; 2025Q3: 106,469 shares; 2025Q4: 143,741 shares; 2026Q1: 133,708 shares; 2026Q2: 111,545 shares 111,545 $25.3M 3.51% -22,163 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; 2024Q3: 307,282 shares; 2024Q4: 292,032 shares; 2025Q1: 283,632 shares; 2025Q2: 283,931 shares; 2025Q3: 280,418 shares; 2025Q4: 258,411 shares; 2026Q1: 249,996 shares; 2026Q2: 247,063 shares 247,063 $20.2M 2.81% -2,933 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339,509 shares; 2024Q4: 291,738 shares; 2025Q1: 320,273 shares; 2025Q2: 324,996 shares; 2025Q3: 328,207 shares; 2025Q4: 331,585 shares; 2026Q1: 335,234 shares; 2026Q2: 332,958 shares 332,958 $17.2M 2.39% -2,276 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 199,923 shares; 2025Q3: 336,654 shares; 2025Q4: 363,172 shares; 2026Q1: 384,843 shares; 2026Q2: 301,712 shares 301,712 $15.9M 2.21% -83,131 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: 28,829 shares; 2024Q4: 27,611 shares; 2025Q1: 27,200 shares; 2025Q2: 28,428 shares; 2025Q3: 28,036 shares; 2025Q4: 25,289 shares; 2026Q1: 25,935 shares; 2026Q2: 23,001 shares 23,001 $15.8M 2.19% -2,934 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,600 shares; 2025Q4: 27,858 shares; 2026Q1: 142,195 shares; 2026Q2: 243,212 shares 243,212 $14.3M 1.99% +101,017 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: not reported; 2026Q2: 490,881 shares 490,881 $13.8M 1.91% 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; 2024Q3: 42,563 shares; 2024Q4: 42,726 shares; 2025Q1: 42,855 shares; 2025Q2: 43,027 shares; 2025Q3: 43,565 shares; 2025Q4: 43,739 shares; 2026Q1: 44,641 shares; 2026Q2: 45,484 shares 45,484 $13.2M 1.83% +843 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,456 shares; 2024Q4: 251,548 shares; 2025Q1: 242,244 shares; 2025Q2: 228,437 shares; 2025Q3: 195,830 shares; 2025Q4: 197,185 shares; 2026Q1: 210,078 shares; 2026Q2: 276,857 shares 276,857 $12.8M 1.77% +66,779 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,203 shares; 2024Q4: 111,854 shares; 2025Q1: 110,888 shares; 2025Q2: 114,211 shares; 2025Q3: 121,000 shares; 2025Q4: 126,214 shares; 2026Q1: 127,443 shares; 2026Q2: 130,756 shares 130,756 $12.4M 1.71% +3,313 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: 153,606 shares; 2024Q4: 158,596 shares; 2025Q1: 175,158 shares; 2025Q2: 172,513 shares; 2025Q3: 175,737 shares; 2025Q4: 176,219 shares; 2026Q1: 173,263 shares; 2026Q2: 171,163 shares 171,163 $12.2M 1.69% -2,100 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: 57,065 shares; 2024Q4: 55,405 shares; 2025Q1: 49,180 shares; 2025Q2: 48,937 shares; 2025Q3: 49,956 shares; 2025Q4: 50,218 shares; 2026Q1: 49,696 shares; 2026Q2: 49,784 shares 49,784 $11.8M 1.63% +88 Timeline SPTL 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: 401,452 shares; 2024Q4: 387,420 shares; 2025Q1: 543,295 shares; 2025Q2: 707,149 shares; 2025Q3: 771,412 shares; 2025Q4: 694,955 shares; 2026Q1: 787,079 shares; 2026Q2: 442,106 shares 442,106 $11.6M 1.61% -344,973 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,268 shares; 2025Q2: 328,984 shares; 2025Q3: 340,007 shares; 2025Q4: 347,542 shares; 2026Q1: 356,032 shares; 2026Q2: 266,440 shares 266,440 $11.5M 1.59% -89,592 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,181 shares; 2024Q4: 428,655 shares; 2025Q1: 437,602 shares; 2025Q2: 311,921 shares; 2025Q3: 248,177 shares; 2025Q4: 389,230 shares; 2026Q1: 401,456 shares; 2026Q2: 468,336 shares 468,336 $10.8M 1.5% +66,880 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: 54,292 shares; 2025Q1: 54,451 shares; 2025Q2: 53,166 shares; 2025Q3: 51,655 shares; 2025Q4: 83,294 shares; 2026Q1: 85,329 shares; 2026Q2: 65,651 shares 65,651 $10.6M 1.47% -19,678 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; 2024Q3: 11,010 shares; 2024Q4: 11,010 shares; 2025Q1: 11,010 shares; 2025Q2: 11,010 shares; 2025Q3: 11,010 shares; 2025Q4: 11,010 shares; 2026Q1: 11,010 shares; 2026Q2: 88,080 shares 88,080 $10.5M 1.46% +77,070 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,851 shares; 2024Q4: 212,411 shares; 2025Q1: 209,890 shares; 2025Q2: 207,592 shares; 2025Q3: 216,306 shares; 2025Q4: 222,641 shares; 2026Q1: 191,528 shares; 2026Q2: 196,270 shares 196,270 $9.89M 1.37% +4,742 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 107,681 shares; 2025Q4: 95,797 shares; 2026Q1: 139,546 shares; 2026Q2: 162,500 shares 162,500 $9.7M 1.35% +22,954 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,714 shares; 2024Q4: 25,294 shares; 2025Q1: 30,193 shares; 2025Q2: 175,624 shares; 2025Q3: 157,764 shares; 2025Q4: 164,195 shares; 2026Q1: 216,624 shares; 2026Q2: 193,238 shares 193,238 $9.36M 1.3% -23,386 Timeline DFAI 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: 248,951 shares; 2024Q4: 227,526 shares; 2025Q1: 227,971 shares; 2025Q2: 228,821 shares; 2025Q3: 231,015 shares; 2025Q4: 223,808 shares; 2026Q1: 221,297 shares; 2026Q2: 221,148 shares 221,148 $9.12M 1.27% -149 Timeline DFAE 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: 86,959 shares; 2024Q4: 137,957 shares; 2025Q1: 280,419 shares; 2025Q2: 506,033 shares; 2025Q3: 394,232 shares; 2025Q4: 414,003 shares; 2026Q1: 253,863 shares; 2026Q2: 219,896 shares 219,896 $8.84M 1.23% -33,967 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 168,487 shares; 2026Q2: 158,774 shares 158,774 $8M 1.11% -9,713 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; 2024Q3: 12,344 shares; 2024Q4: 12,466 shares; 2025Q1: 15,322 shares; 2025Q2: 15,875 shares; 2025Q3: 15,182 shares; 2025Q4: 14,625 shares; 2026Q1: 14,628 shares; 2026Q2: 91,666 shares 91,666 $7.9M 1.1% +77,038 Timeline DUHP 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: 195,269 shares; 2024Q4: 194,395 shares; 2025Q1: 198,438 shares; 2025Q2: 203,838 shares; 2025Q3: 204,281 shares; 2025Q4: 191,583 shares; 2026Q1: 194,945 shares; 2026Q2: 187,696 shares 187,696 $7.83M 1.09% -7,249 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; 2024Q3: 29,999 shares; 2024Q4: 42,121 shares; 2025Q1: 56,809 shares; 2025Q2: 58,114 shares; 2025Q3: 63,358 shares; 2025Q4: 78,378 shares; 2026Q1: 80,866 shares; 2026Q2: 80,918 shares 80,918 $7.46M 1.04% +52 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,658 shares; 2024Q4: 53,064 shares; 2025Q1: 310,846 shares; 2025Q2: 351,572 shares; 2025Q3: 431,518 shares; 2025Q4: 270,630 shares; 2026Q1: 286,021 shares; 2026Q2: 273,533 shares 273,533 $7.25M 1.01% -12,488 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,842 shares; 2024Q4: 18,331 shares; 2025Q1: 18,534 shares; 2025Q2: 18,243 shares; 2025Q3: 17,352 shares; 2025Q4: 17,117 shares; 2026Q1: 19,268 shares; 2026Q2: 19,458 shares 19,458 $7.12M 0.99% +190 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,214 shares; 2024Q4: 78,021 shares; 2025Q1: 78,750 shares; 2025Q2: 76,214 shares; 2025Q3: 28,278 shares; 2025Q4: 28,008 shares; 2026Q1: 27,098 shares; 2026Q2: 26,906 shares 26,906 $6.79M 0.94% -192 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: 23,231 shares; 2024Q4: 23,509 shares; 2025Q1: 31,998 shares; 2025Q2: 31,741 shares; 2025Q3: 32,075 shares; 2025Q4: 31,061 shares; 2026Q1: 29,407 shares; 2026Q2: 28,363 shares 28,363 $6.18M 0.86% -1,044 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,873 shares; 2024Q4: 157,279 shares; 2025Q1: 167,234 shares; 2025Q2: 173,252 shares; 2025Q3: 162,221 shares; 2025Q4: 167,508 shares; 2026Q1: 112,588 shares; 2026Q2: 106,259 shares 106,259 $5.56M 0.77% -6,329 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,893 shares; 2024Q4: 134,214 shares; 2025Q1: 140,946 shares; 2025Q2: 144,337 shares; 2025Q3: 131,957 shares; 2025Q4: 40,211 shares; 2026Q1: 34,945 shares; 2026Q2: 23,080 shares 23,080 $5.06M 0.7% -11,865 Timeline DFIC 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: 126,589 shares; 2026Q1: 133,599 shares; 2026Q2: 128,277 shares 128,277 $4.78M 0.66% -5,322 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: 6,301 shares; 2024Q4: 6,232 shares; 2025Q1: 6,196 shares; 2025Q2: 6,157 shares; 2025Q3: 5,975 shares; 2025Q4: 5,792 shares; 2026Q1: 5,734 shares; 2026Q2: 5,788 shares 5,788 $4.32M 0.6% +54 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; 2024Q3: 72,342 shares; 2024Q4: 70,196 shares; 2025Q1: 76,214 shares; 2025Q2: 76,286 shares; 2025Q3: 75,927 shares; 2025Q4: 73,686 shares; 2026Q1: 70,851 shares; 2026Q2: 71,068 shares 71,068 $4.24M 0.59% +217 Timeline GSID 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; 2024Q3: 65,225 shares; 2024Q4: 63,729 shares; 2025Q1: 61,110 shares; 2025Q2: 60,334 shares; 2025Q3: 60,120 shares; 2025Q4: 58,909 shares; 2026Q1: 55,129 shares; 2026Q2: 54,900 shares 54,900 $4.13M 0.57% -229 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; 2024Q3: not reported; 2024Q4: 54,918 shares; 2025Q1: 124,952 shares; 2025Q2: 117,136 shares; 2025Q3: 156,798 shares; 2025Q4: 146,000 shares; 2026Q1: 47,116 shares; 2026Q2: 53,685 shares 53,685 $4.05M 0.56% +6,569 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: 7,037 shares; 2024Q4: 7,421 shares; 2025Q1: 7,589 shares; 2025Q2: 8,643 shares; 2025Q3: 11,811 shares; 2025Q4: 11,869 shares; 2026Q1: 11,801 shares; 2026Q2: 12,249 shares 12,249 $4.01M 0.56% +448 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 103,170 shares; 2026Q1: 106,649 shares; 2026Q2: 106,497 shares 106,497 $3.92M 0.54% -152 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,374 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 22,712 shares; 2026Q1: 28,791 shares; 2026Q2: 58,789 shares 58,789 $3.86M 0.54% +29,998 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: 53,899 shares; 2024Q4: 54,016 shares; 2025Q1: 51,323 shares; 2025Q2: 51,256 shares; 2025Q3: 48,847 shares; 2025Q4: 47,382 shares; 2026Q1: 46,179 shares; 2026Q2: 45,503 shares 45,503 $3.81M 0.53% -676 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,334 shares; 2024Q4: 3,408 shares; 2025Q1: 3,438 shares; 2025Q2: 3,519 shares; 2025Q3: 3,593 shares; 2025Q4: 3,609 shares; 2026Q1: 3,665 shares; 2026Q2: 3,500 shares 3,500 $3.73M 0.52% -165 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,950 shares; 2024Q4: 8,967 shares; 2025Q1: 8,900 shares; 2025Q2: 8,950 shares; 2025Q3: 8,906 shares; 2025Q4: 8,678 shares; 2026Q1: 8,641 shares; 2026Q2: 8,474 shares 8,474 $3.47M 0.48% -167 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,727 shares; 2024Q4: 13,479 shares; 2025Q1: 13,645 shares; 2025Q2: 13,587 shares; 2025Q3: 14,117 shares; 2025Q4: 11,609 shares; 2026Q1: 137,353 shares; 2026Q2: 152,223 shares 152,223 $3.47M 0.48% +14,870 Timeline PRF 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: 71,815 shares; 2024Q4: 70,441 shares; 2025Q1: 68,639 shares; 2025Q2: 68,558 shares; 2025Q3: 68,013 shares; 2025Q4: 67,950 shares; 2026Q1: 62,048 shares; 2026Q2: 61,726 shares 61,726 $3.34M 0.46% -322 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; 2024Q3: 36,317 shares; 2024Q4: 36,219 shares; 2025Q1: 33,473 shares; 2025Q2: 33,928 shares; 2025Q3: 36,234 shares; 2025Q4: 38,846 shares; 2026Q1: 41,110 shares; 2026Q2: 43,880 shares 43,880 $3.22M 0.45% +2,770 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: 9,830 shares; 2024Q4: 9,822 shares; 2025Q1: 10,609 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares; 2025Q4: 10,638 shares; 2026Q1: 10,354 shares; 2026Q2: 9,651 shares 9,651 $2.93M 0.41% -703 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: 10,599 shares; 2024Q4: 14,483 shares; 2025Q1: 14,500 shares; 2025Q2: 15,558 shares; 2025Q3: 11,772 shares; 2025Q4: 11,689 shares; 2026Q1: 12,357 shares; 2026Q2: 13,539 shares 13,539 $2.71M 0.38% +1,182 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,599 shares; 2024Q4: 19,749 shares; 2025Q1: 19,885 shares; 2025Q2: 20,027 shares; 2025Q3: 20,160 shares; 2025Q4: 29,015 shares; 2026Q1: 37,610 shares; 2026Q2: 51,349 shares 51,349 $2.62M 0.36% +13,739 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: 5,743 shares; 2024Q4: 6,029 shares; 2025Q1: 6,040 shares; 2025Q2: 6,365 shares; 2025Q3: 6,510 shares; 2025Q4: 6,614 shares; 2026Q1: 6,484 shares; 2026Q2: 6,867 shares 6,867 $2.56M 0.36% +383 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,776 shares; 2024Q4: 43,706 shares; 2025Q1: 47,804 shares; 2025Q2: 46,955 shares; 2025Q3: 53,284 shares; 2025Q4: 55,893 shares; 2026Q1: 64,145 shares; 2026Q2: 66,957 shares 66,957 $2.55M 0.35% +2,812 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,522 shares; 2024Q4: 27,141 shares; 2025Q1: 28,276 shares; 2025Q2: 28,448 shares; 2025Q3: 32,737 shares; 2025Q4: 35,713 shares; 2026Q1: 40,298 shares; 2026Q2: 41,961 shares 41,961 $2.44M 0.34% +1,663 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406 shares; 2024Q4: 3,391 shares; 2025Q1: 10,610 shares; 2025Q2: 12,050 shares; 2025Q3: 11,849 shares; 2025Q4: 12,358 shares; 2026Q1: 14,626 shares; 2026Q2: 14,423 shares 14,423 $2.37M 0.33% -203 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,336 shares; 2026Q1: 61,493 shares; 2026Q2: 53,933 shares 53,933 $2.19M 0.3% -7,560 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,733 shares; 2025Q3: 44,686 shares; 2025Q4: 49,020 shares; 2026Q1: 57,539 shares; 2026Q2: 56,484 shares 56,484 $2.14M 0.3% -1,055 Timeline XAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,455 shares; 2026Q1: 5,244 shares; 2026Q2: 7,420 shares 7,420 $2.11M 0.29% +2,176 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,459 shares; 2024Q4: 15,326 shares; 2025Q1: 16,959 shares; 2025Q2: 16,878 shares; 2025Q3: 15,851 shares; 2025Q4: 15,567 shares; 2026Q1: 12,608 shares; 2026Q2: 12,608 shares 12,608 $2.06M 0.29% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,405 shares; 2024Q4: 4,572 shares; 2025Q1: 4,562 shares; 2025Q2: 5,164 shares; 2025Q3: 5,116 shares; 2025Q4: 5,134 shares; 2026Q1: 5,111 shares; 2026Q2: 5,430 shares 5,430 $2.05M 0.28% +319 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; 2024Q3: 6,410 shares; 2024Q4: 6,079 shares; 2025Q1: 6,164 shares; 2025Q2: 6,609 shares; 2025Q3: 6,535 shares; 2025Q4: 6,095 shares; 2026Q1: 6,316 shares; 2026Q2: 25,087 shares 25,087 $2.02M 0.28% +18,771 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; 2024Q3: 5,647 shares; 2024Q4: 5,593 shares; 2025Q1: 5,423 shares; 2025Q2: 5,471 shares; 2025Q3: 5,392 shares; 2025Q4: 5,302 shares; 2026Q1: 5,528 shares; 2026Q2: 5,394 shares 5,394 $2M 0.28% -134 Timeline VMBS 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: 31,579 shares; 2024Q4: 31,536 shares; 2025Q1: 33,911 shares; 2025Q2: 34,146 shares; 2025Q3: 35,674 shares; 2025Q4: 38,944 shares; 2026Q1: 40,671 shares; 2026Q2: 40,714 shares 40,714 $1.91M 0.26% +43 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,738 shares; 2024Q4: 38,706 shares; 2025Q1: 29,046 shares; 2025Q2: 28,087 shares; 2025Q3: 22,107 shares; 2025Q4: 21,957 shares; 2026Q1: 18,816 shares; 2026Q2: 18,713 shares 18,713 $1.85M 0.26% -103 Timeline FXH 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: 15,079 shares; 2024Q4: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares; 2025Q4: 15,079 shares; 2026Q1: 15,079 shares; 2026Q2: 15,079 shares 15,079 $1.85M 0.26% 0 Timeline IWD 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: not reported; 2025Q4: not reported; 2026Q1: 8,329 shares; 2026Q2: 7,566 shares 7,566 $1.83M 0.25% -763 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,102 shares; 2024Q4: 49,608 shares; 2025Q1: 28,565 shares; 2025Q2: 27,502 shares; 2025Q3: 2,908 shares; 2025Q4: 2,886 shares; 2026Q1: 3,286 shares; 2026Q2: 14,668 shares 14,668 $1.82M 0.25% +11,382 Timeline SPAB 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: 271,650 shares; 2024Q4: 279,346 shares; 2025Q1: 341,607 shares; 2025Q2: 342,644 shares; 2025Q3: 348,568 shares; 2025Q4: 133,587 shares; 2026Q1: 77,745 shares; 2026Q2: 71,345 shares 71,345 $1.82M 0.25% -6,400 Timeline DFAX 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: 49,803 shares; 2024Q4: 49,803 shares; 2025Q1: 47,506 shares; 2025Q2: 47,127 shares; 2025Q3: 47,089 shares; 2025Q4: 47,089 shares; 2026Q1: 46,953 shares; 2026Q2: 46,796 shares 46,796 $1.72M 0.24% -157 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,426 shares; 2025Q3: 37,438 shares; 2025Q4: 46,786 shares; 2026Q1: 55,949 shares; 2026Q2: 47,978 shares 47,978 $1.69M 0.23% -7,971 Timeline MGC 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: 14,717 shares; 2024Q4: 14,651 shares; 2025Q1: 33,954 shares; 2025Q2: 43,188 shares; 2025Q3: 37,016 shares; 2025Q4: 37,917 shares; 2026Q1: 6,262 shares; 2026Q2: 6,094 shares 6,094 $1.67M 0.23% -168 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,889 shares; 2024Q4: 42,156 shares; 2025Q1: 31,917 shares; 2025Q2: not reported; 2025Q3: 40,191 shares; 2025Q4: 50,433 shares; 2026Q1: 33,017 shares; 2026Q2: 15,911 shares 15,911 $1.63M 0.23% -17,106 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,049 shares; 2024Q4: 5,052 shares; 2025Q1: 5,054 shares; 2025Q2: 5,060 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares; 2026Q1: 5,070 shares; 2026Q2: 5,087 shares 5,087 $1.62M 0.22% +17 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: 2,356 shares; 2024Q4: 2,770 shares; 2025Q1: 2,861 shares; 2025Q2: 3,319 shares; 2025Q3: 3,457 shares; 2025Q4: 3,573 shares; 2026Q1: 4,075 shares; 2026Q2: 4,506 shares 4,506 $1.61M 0.22% +431 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,551 shares; 2025Q3: 15,200 shares; 2025Q4: 23,133 shares; 2026Q1: 28,427 shares; 2026Q2: 33,795 shares 33,795 $1.6M 0.22% +5,368 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: 1,132 shares; 2024Q4: 1,150 shares; 2025Q1: 1,195 shares; 2025Q2: 1,210 shares; 2025Q3: 1,230 shares; 2025Q4: 1,256 shares; 2026Q1: 1,281 shares; 2026Q2: 1,304 shares 1,304 $1.56M 0.22% +23 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; 2024Q3: 14,566 shares; 2024Q4: 14,439 shares; 2025Q1: 17,046 shares; 2025Q2: 16,907 shares; 2025Q3: 16,886 shares; 2025Q4: 18,788 shares; 2026Q1: 19,373 shares; 2026Q2: 19,509 shares 19,509 $1.52M 0.21% +136 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,854 shares; 2024Q4: 15,575 shares; 2025Q1: 21,817 shares; 2025Q2: 22,309 shares; 2025Q3: 19,108 shares; 2025Q4: 18,273 shares; 2026Q1: 16,263 shares; 2026Q2: 15,673 shares 15,673 $1.52M 0.21% -590 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,030 shares; 2024Q4: 24,682 shares; 2025Q1: 7,697 shares; 2025Q2: 8,971 shares; 2025Q3: 8,764 shares; 2025Q4: 14,151 shares; 2026Q1: 9,526 shares; 2026Q2: 17,220 shares 17,220 $1.49M 0.21% +7,694 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,823 shares; 2024Q4: 19,645 shares; 2025Q1: 20,011 shares; 2025Q2: 20,734 shares; 2025Q3: 21,174 shares; 2025Q4: 15,339 shares; 2026Q1: 13,100 shares; 2026Q2: 12,923 shares 12,923 $1.46M 0.2% -177 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,409 shares; 2025Q3: 24,563 shares; 2025Q4: 33,828 shares; 2026Q1: 40,952 shares; 2026Q2: 32,327 shares 32,327 $1.44M 0.2% -8,625 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,748 shares; 2025Q3: 19,331 shares; 2025Q4: 24,214 shares; 2026Q1: 28,343 shares; 2026Q2: 32,987 shares 32,987 $1.4M 0.19% +4,644 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 12,405 shares; 2025Q3: 24,512 shares; 2025Q4: 32,732 shares; 2026Q1: 38,149 shares; 2026Q2: 42,035 shares 42,035 $1.39M 0.19% +3,886 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO 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: 9,966 shares; 2025Q4: 19,851 shares; 2026Q1: 28,009 shares; 2026Q2: 27,257 shares 27,257 $1.35M 0.19% -752 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; 2024Q3: 10,845 shares; 2024Q4: 11,089 shares; 2025Q1: 11,475 shares; 2025Q2: 12,873 shares; 2025Q3: 12,726 shares; 2025Q4: 13,476 shares; 2026Q1: 13,769 shares; 2026Q2: 16,272 shares 16,272 $1.25M 0.17% +2,503 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,641 shares; 2024Q4: 4,648 shares; 2025Q1: 4,590 shares; 2025Q2: 4,581 shares; 2025Q3: 4,675 shares; 2025Q4: 5,165 shares; 2026Q1: 5,178 shares; 2026Q2: 5,123 shares 5,123 $1.18M 0.16% -55 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 16,456 shares; 2025Q4: 17,668 shares; 2026Q1: 19,983 shares; 2026Q2: 23,583 shares 23,583 $1.16M 0.16% +3,600 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: not reported; 2024Q4: 5,175 shares; 2025Q1: 5,268 shares; 2025Q2: 5,399 shares; 2025Q3: 5,391 shares; 2025Q4: 5,294 shares; 2026Q1: 5,390 shares; 2026Q2: 5,266 shares 5,266 $1.15M 0.16% -124 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: 6,941 shares; 2024Q4: 6,994 shares; 2025Q1: 4,948 shares; 2025Q2: 4,698 shares; 2025Q3: 4,184 shares; 2025Q4: 4,173 shares; 2026Q1: 3,353 shares; 2026Q2: 3,281 shares 3,281 $1.12M 0.16% -72 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: 2,642 shares; 2024Q4: 2,657 shares; 2025Q1: 2,669 shares; 2025Q2: 2,711 shares; 2025Q3: 2,716 shares; 2025Q4: 2,861 shares; 2026Q1: 2,923 shares; 2026Q2: 2,966 shares 2,966 $1.11M 0.15% +43 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: 1,951 shares; 2024Q4: 2,013 shares; 2025Q1: 2,018 shares; 2025Q2: 2,067 shares; 2025Q3: 2,041 shares; 2025Q4: 2,067 shares; 2026Q1: 2,113 shares; 2026Q2: 2,197 shares 2,197 $1.1M 0.15% +84 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,804 shares; 2025Q3: 20,831 shares; 2025Q4: 22,571 shares; 2026Q1: 25,691 shares; 2026Q2: 26,280 shares 26,280 $986K 0.14% +589 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: 2,798 shares; 2024Q4: 2,825 shares; 2025Q1: 2,836 shares; 2025Q2: 3,162 shares; 2025Q3: 3,223 shares; 2025Q4: 3,162 shares; 2026Q1: 3,469 shares; 2026Q2: 4,075 shares 4,075 $971K 0.13% +606 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: 10,729 shares; 2024Q4: 32,187 shares; 2025Q1: 32,187 shares; 2025Q2: 32,187 shares; 2025Q3: 32,187 shares; 2025Q4: 32,187 shares; 2026Q1: 32,982 shares; 2026Q2: 32,982 shares 32,982 $971K 0.13% 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: 2,518 shares; 2024Q4: 2,537 shares; 2025Q1: 2,579 shares; 2025Q2: 2,642 shares; 2025Q3: 2,640 shares; 2025Q4: 2,746 shares; 2026Q1: 2,672 shares; 2026Q2: 2,693 shares 2,693 $952K 0.13% +21 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 10,667 shares; 2025Q4: 13,882 shares; 2026Q1: 16,394 shares; 2026Q2: 24,777 shares 24,777 $928K 0.13% +8,383 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,004 shares; 2025Q3: 12,249 shares; 2025Q4: 12,943 shares; 2026Q1: 14,101 shares; 2026Q2: 13,581 shares 13,581 $928K 0.13% -520 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: 4,532 shares; 2024Q4: 4,876 shares; 2025Q1: 5,213 shares; 2025Q2: 5,675 shares; 2025Q3: 5,854 shares; 2025Q4: 6,114 shares; 2026Q1: 6,556 shares; 2026Q2: 6,767 shares 6,767 $925K 0.13% +211 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: 660 shares; 2025Q1: 660 shares; 2025Q2: 670 shares; 2025Q3: 671 shares; 2025Q4: 724 shares; 2026Q1: 736 shares; 2026Q2: 743 shares 743 $873K 0.12% +7 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; 2024Q3: 4,628 shares; 2024Q4: 4,628 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares; 2026Q1: 4,628 shares; 2026Q2: 4,628 shares 4,628 $857K 0.12% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 8,533 shares; 2025Q1: 8,447 shares; 2025Q2: 8,348 shares; 2025Q3: 8,167 shares; 2025Q4: 8,040 shares; 2026Q1: 7,813 shares; 2026Q2: 7,566 shares 7,566 $786K 0.11% -247 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; 2024Q3: not reported; 2024Q4: 1,706 shares; 2025Q1: 1,873 shares; 2025Q2: 1,715 shares; 2025Q3: 1,627 shares; 2025Q4: 1,613 shares; 2026Q1: 1,709 shares; 2026Q2: 9,162 shares 9,162 $757K 0.11% +7,453 Timeline STIP 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: 10,197 shares; 2025Q3: 4,628 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,405 shares 7,405 $756K 0.1% new Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS 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: 5,654 shares; 2025Q4: 6,892 shares; 2026Q1: 7,962 shares; 2026Q2: 8,481 shares 8,481 $751K 0.1% +519 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER 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: 19,866 shares; 2025Q4: 24,976 shares; 2026Q1: 28,669 shares; 2026Q2: 32,951 shares 32,951 $748K 0.1% +4,282 Timeline DFAC 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: 23,375 shares; 2024Q4: 21,927 shares; 2025Q1: 20,260 shares; 2025Q2: 20,260 shares; 2025Q3: 20,131 shares; 2025Q4: 19,939 shares; 2026Q1: 19,085 shares; 2026Q2: 16,499 shares 16,499 $732K 0.1% -2,586 Timeline BLV 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; 2024Q3: 7,699 shares; 2024Q4: 7,640 shares; 2025Q1: 9,248 shares; 2025Q2: 9,229 shares; 2025Q3: 9,254 shares; 2025Q4: 10,311 shares; 2026Q1: 10,503 shares; 2026Q2: 10,577 shares 10,577 $729K 0.1% +74 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,062 shares; 2025Q1: 1,368 shares; 2025Q2: 1,390 shares; 2025Q3: 1,402 shares; 2025Q4: 1,462 shares; 2026Q1: 1,559 shares; 2026Q2: 1,715 shares 1,715 $721K 0.1% +156 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: 5,968 shares; 2025Q4: not reported; 2026Q1: 5,044 shares; 2026Q2: 5,156 shares 5,156 $720K 0.1% +112 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: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,751 shares; 2025Q2: 2,008 shares; 2025Q3: 2,216 shares; 2025Q4: 2,549 shares; 2026Q1: 2,702 shares; 2026Q2: 2,740 shares 2,740 $696K 0.1% +38 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,445 shares; 2025Q3: 19,949 shares; 2025Q4: 21,804 shares; 2026Q1: 27,185 shares; 2026Q2: 30,605 shares 30,605 $682K 0.09% +3,420 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; 2024Q3: 1,812 shares; 2024Q4: 1,904 shares; 2025Q1: 1,958 shares; 2025Q2: 2,170 shares; 2025Q3: 2,234 shares; 2025Q4: 2,336 shares; 2026Q1: 2,393 shares; 2026Q2: 2,421 shares 2,421 $681K 0.09% +28 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,961 shares; 2024Q4: 4,122 shares; 2025Q1: 5,463 shares; 2025Q2: 5,705 shares; 2025Q3: 6,175 shares; 2025Q4: 6,906 shares; 2026Q1: 7,399 shares; 2026Q2: 7,250 shares 7,250 $678K 0.09% -149 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 814 shares; 2025Q1: 940 shares; 2025Q2: 629 shares; 2025Q3: 626 shares; 2025Q4: 607 shares; 2026Q1: 631 shares; 2026Q2: 865 shares 865 $648K 0.09% +234 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: 17,979 shares; 2024Q4: 17,117 shares; 2025Q1: 9,599 shares; 2025Q2: 10,173 shares; 2025Q3: 8,923 shares; 2025Q4: 8,876 shares; 2026Q1: 6,700 shares; 2026Q2: 6,634 shares 6,634 $640K 0.09% -66 Timeline FNDF 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: 7,524 shares; 2025Q3: 11,874 shares; 2025Q4: 12,186 shares; 2026Q1: 12,465 shares; 2026Q2: 11,765 shares 11,765 $621K 0.09% -700 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: 5,532 shares; 2024Q4: 5,780 shares; 2025Q1: 6,124 shares; 2025Q2: 6,599 shares; 2025Q3: 6,836 shares; 2025Q4: 7,041 shares; 2026Q1: 7,545 shares; 2026Q2: 7,585 shares 7,585 $616K 0.09% +40 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,339 shares; 2025Q4: 13,730 shares; 2026Q1: 16,651 shares; 2026Q2: 23,118 shares 23,118 $605K 0.08% +6,467 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 4,720 shares; 2025Q1: 5,765 shares; 2025Q2: 6,107 shares; 2025Q3: 5,189 shares; 2025Q4: 5,079 shares; 2026Q1: 4,344 shares; 2026Q2: 4,113 shares 4,113 $603K 0.08% -231 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; 2024Q3: 4,990 shares; 2024Q4: 5,233 shares; 2025Q1: 5,583 shares; 2025Q2: 6,282 shares; 2025Q3: 6,651 shares; 2025Q4: 6,652 shares; 2026Q1: 4,872 shares; 2026Q2: 4,079 shares 4,079 $598K 0.08% -793 Timeline USHY 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: 6,086 shares; 2025Q1: 34,665 shares; 2025Q2: 12,926 shares; 2025Q3: 17,198 shares; 2025Q4: 30,368 shares; 2026Q1: 12,347 shares; 2026Q2: 16,155 shares 16,155 $598K 0.08% +3,808 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,268 shares; 2024Q4: 279,483 shares; 2025Q1: 184,054 shares; 2025Q2: 279,911 shares; 2025Q3: 190,177 shares; 2025Q4: 152,022 shares; 2026Q1: 50,411 shares; 2026Q2: 7,715 shares 7,715 $591K 0.08% -42,696 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,855 shares; 2024Q4: 14,242 shares; 2025Q1: 15,524 shares; 2025Q2: 15,354 shares; 2025Q3: 16,612 shares; 2025Q4: 19,941 shares; 2026Q1: 12,393 shares; 2026Q2: 11,817 shares 11,817 $581K 0.08% -576 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: 643 shares; 2024Q4: 665 shares; 2025Q1: 687 shares; 2025Q2: 752 shares; 2025Q3: 886 shares; 2025Q4: 949 shares; 2026Q1: 924 shares; 2026Q2: 1,012 shares 1,012 $570K 0.08% +88 Timeline SYSB 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: not reported; 2025Q4: 4,887 shares; 2026Q1: 12,597 shares; 2026Q2: 6,416 shares 6,416 $569K 0.08% -6,181 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER 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: 9,810 shares; 2025Q4: 12,956 shares; 2026Q1: 12,828 shares; 2026Q2: 13,866 shares 13,866 $569K 0.08% +1,038 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,642 shares; 2025Q1: 3,615 shares; 2025Q2: 3,618 shares; 2025Q3: 3,679 shares; 2025Q4: 3,683 shares; 2026Q1: 3,388 shares; 2026Q2: 3,296 shares 3,296 $561K 0.08% -92 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,237 shares; 2024Q4: 8,062 shares; 2025Q1: 6,656 shares; 2025Q2: 8,145 shares; 2025Q3: 14,626 shares; 2025Q4: 16,409 shares; 2026Q1: 12,462 shares; 2026Q2: 11,038 shares 11,038 $558K 0.08% -1,424 Timeline ILCV 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: 26,168 shares; 2025Q2: 3,249 shares; 2025Q3: 3,021 shares; 2025Q4: 2,986 shares; 2026Q1: 5,607 shares; 2026Q2: 5,466 shares 5,466 $553K 0.08% -141 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 8,983 shares; 2025Q4: 9,680 shares; 2026Q1: 10,446 shares; 2026Q2: 15,881 shares 15,881 $537K 0.07% +5,435 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,464 shares; 2025Q2: 2,463 shares; 2025Q3: 2,413 shares; 2025Q4: 2,411 shares; 2026Q1: 2,376 shares; 2026Q2: 2,375 shares 2,375 $529K 0.07% -1 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; 2024Q3: 1,934 shares; 2024Q4: 2,144 shares; 2025Q1: 2,283 shares; 2025Q2: 2,551 shares; 2025Q3: 2,804 shares; 2025Q4: 2,945 shares; 2026Q1: 2,813 shares; 2026Q2: 2,914 shares 2,914 $527K 0.07% +101 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,636 shares; 2025Q2: 2,636 shares; 2025Q3: 5,818 shares; 2025Q4: 5,937 shares; 2026Q1: 6,330 shares; 2026Q2: 6,319 shares 6,319 $522K 0.07% -11 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,615 shares; 2025Q1: 4,693 shares; 2025Q2: 3,879 shares; 2025Q3: 6,670 shares; 2025Q4: 5,777 shares; 2026Q1: 5,900 shares; 2026Q2: 5,743 shares 5,743 $505K 0.07% -157 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 437 shares 437 $504K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,732 shares; 2024Q4: 13,735 shares; 2025Q1: 12,900 shares; 2025Q2: 10,990 shares; 2025Q3: 10,719 shares; 2025Q4: 9,054 shares; 2026Q1: 8,988 shares; 2026Q2: 8,701 shares 8,701 $502K 0.07% -287 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,312 shares; 2025Q3: 3,763 shares; 2025Q4: 4,159 shares; 2026Q1: 4,629 shares; 2026Q2: 4,237 shares 4,237 $498K 0.07% -392 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 4,429 shares; 2025Q1: 5,149 shares; 2025Q2: 5,890 shares; 2025Q3: 5,808 shares; 2025Q4: 5,798 shares; 2026Q1: 4,197 shares; 2026Q2: 3,654 shares 3,654 $495K 0.07% -543 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,471 shares; 2025Q3: 11,462 shares; 2025Q4: 12,566 shares; 2026Q1: 15,370 shares; 2026Q2: 18,090 shares 18,090 $494K 0.07% +2,720 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,017 shares; 2024Q4: 9,183 shares; 2025Q1: 8,228 shares; 2025Q2: 7,578 shares; 2025Q3: 7,496 shares; 2025Q4: 7,315 shares; 2026Q1: 6,979 shares; 2026Q2: 6,810 shares 6,810 $466K 0.06% -169 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,857 shares; 2025Q4: 13,471 shares; 2026Q1: 16,664 shares; 2026Q2: 18,201 shares 18,201 $465K 0.06% +1,537 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: 6,800 shares; 2024Q4: 7,366 shares; 2025Q1: 7,704 shares; 2025Q2: 8,434 shares; 2025Q3: 9,390 shares; 2025Q4: 10,967 shares; 2026Q1: 10,680 shares; 2026Q2: 10,708 shares 10,708 $453K 0.06% +28 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; 2024Q3: 10,192 shares; 2024Q4: 10,173 shares; 2025Q1: 4,713 shares; 2025Q2: 4,777 shares; 2025Q3: 5,116 shares; 2025Q4: 5,270 shares; 2026Q1: 5,619 shares; 2026Q2: 5,590 shares 5,590 $442K 0.06% -29 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,923 shares; 2024Q4: 5,010 shares; 2025Q1: 5,043 shares; 2025Q2: 5,131 shares; 2025Q3: 5,225 shares; 2025Q4: 1,617 shares; 2026Q1: 1,600 shares; 2026Q2: 1,620 shares 1,620 $438K 0.06% +20 Timeline GVI 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,094 shares 4,094 $434K 0.06% new Timeline GLW CORNING INC More: the full row for CORNING 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: not reported; 2025Q4: not reported; 2026Q1: 1,632 shares; 2026Q2: 1,659 shares 1,659 $424K 0.06% +27 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: 2,202 shares; 2024Q4: 2,448 shares; 2025Q1: 2,515 shares; 2025Q2: 2,823 shares; 2025Q3: 3,218 shares; 2025Q4: 3,424 shares; 2026Q1: 3,120 shares; 2026Q2: 3,188 shares 3,188 $410K 0.06% +68 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $383K 0.05% new Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,419 shares; 2025Q4: 10,573 shares; 2026Q1: 11,166 shares; 2026Q2: 11,622 shares 11,622 $382K 0.05% +456 Timeline ABBV ABBVIE INC More: the full row for ABBVIE 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: 1,176 shares; 2025Q4: 1,299 shares; 2026Q1: 1,378 shares; 2026Q2: 1,498 shares 1,498 $377K 0.05% +120 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,976 shares; 2025Q2: 6,976 shares; 2025Q3: 6,976 shares; 2025Q4: 7,324 shares; 2026Q1: 6,976 shares; 2026Q2: 6,976 shares 6,976 $373K 0.05% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,535 shares; 2024Q4: 7,206 shares; 2025Q1: 6,335 shares; 2025Q2: 7,023 shares; 2025Q3: 6,799 shares; 2025Q4: 7,712 shares; 2026Q1: 3,837 shares; 2026Q2: 3,811 shares 3,811 $364K 0.05% -26 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,739 shares; 2024Q4: 5,910 shares; 2025Q1: 6,432 shares; 2025Q2: 7,214 shares; 2025Q3: 3,526 shares; 2025Q4: 3,530 shares; 2026Q1: 3,630 shares; 2026Q2: 3,808 shares 3,808 $349K 0.05% +178 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: 967 shares; 2024Q4: 1,066 shares; 2025Q1: 1,105 shares; 2025Q2: 1,257 shares; 2025Q3: 1,376 shares; 2025Q4: 1,438 shares; 2026Q1: 968 shares; 2026Q2: 973 shares 973 $343K 0.05% +5 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 157 shares; 2026Q2: 167 shares 167 $332K 0.05% +10 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,235 shares 7,235 $325K 0.05% 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; 2024Q3: 649 shares; 2024Q4: 649 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 649 shares; 2026Q2: 2,596 shares 2,596 $322K 0.04% +1,947 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,727 shares; 2024Q4: 8,748 shares; 2025Q1: 8,927 shares; 2025Q2: 8,953 shares; 2025Q3: 8,977 shares; 2025Q4: 8,998 shares; 2026Q1: 9,019 shares; 2026Q2: 9,042 shares 9,042 $320K 0.04% +23 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 8,521 shares 8,521 $310K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,103 shares; 2026Q1: 2,207 shares; 2026Q2: 2,228 shares 2,228 $305K 0.04% +21 Timeline VLUE 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: not reported; 2025Q4: not reported; 2026Q1: 1,446 shares; 2026Q2: 1,517 shares 1,517 $303K 0.04% +71 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 290 shares; 2026Q1: 306 shares; 2026Q2: 309 shares 309 $302K 0.04% +3 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,379 shares; 2026Q1: 9,016 shares; 2026Q2: 9,749 shares 9,749 $299K 0.04% +733 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,948 shares; 2025Q3: 4,375 shares; 2025Q4: 4,189 shares; 2026Q1: 3,559 shares; 2026Q2: 3,461 shares 3,461 $296K 0.04% -98 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; 2024Q3: 3,451 shares; 2024Q4: 3,467 shares; 2025Q1: 3,466 shares; 2025Q2: 3,533 shares; 2025Q3: 3,539 shares; 2025Q4: 2,931 shares; 2026Q1: 2,975 shares; 2026Q2: 3,073 shares 3,073 $296K 0.04% +98 Timeline DFGR 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: 8,344 shares; 2025Q2: 8,516 shares; 2025Q3: 8,841 shares; 2025Q4: 9,204 shares; 2026Q1: 10,299 shares; 2026Q2: 10,174 shares 10,174 $295K 0.04% -125 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $294K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 586 shares; 2026Q1: 880 shares; 2026Q2: 787 shares 787 $290K 0.04% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,829 shares; 2026Q1: 7,738 shares; 2026Q2: 5,604 shares 5,604 $283K 0.04% -2,134 Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS 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: 10,132 shares; 2026Q1: 10,132 shares; 2026Q2: 10,132 shares 10,132 $282K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 690 shares; 2026Q1: 722 shares; 2026Q2: 804 shares 804 $276K 0.04% +82 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,126 shares; 2024Q4: 7,990 shares; 2025Q1: 7,990 shares; 2025Q2: 4,525 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,561 shares; 2026Q2: 3,561 shares 3,561 $270K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,770 shares; 2026Q1: 4,351 shares; 2026Q2: 4,720 shares 4,720 $269K 0.04% +369 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,472 shares; 2024Q4: 11,472 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares; 2025Q4: 4,222 shares; 2026Q1: 4,222 shares; 2026Q2: 4,222 shares 4,222 $261K 0.04% 0 Timeline DFSD 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: 4,279 shares; 2025Q2: 4,719 shares; 2025Q3: 4,964 shares; 2025Q4: 5,222 shares; 2026Q1: 5,837 shares; 2026Q2: 5,456 shares 5,456 $261K 0.04% -381 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $257K 0.04% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $250K 0.03% 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; 2024Q3: 2,313 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,319 shares; 2025Q3: 2,299 shares; 2025Q4: 798 shares; 2026Q1: 778 shares; 2026Q2: 786 shares 786 $247K 0.03% +8 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,036 shares; 2024Q4: 4,054 shares; 2025Q1: 8,336 shares; 2025Q2: 8,527 shares; 2025Q3: 4,504 shares; 2025Q4: 2,337 shares; 2026Q1: 2,461 shares; 2026Q2: 2,438 shares 2,438 $246K 0.03% -23 Timeline HDV 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: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 8,787 shares 8,787 $241K 0.03% +7,205 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $240K 0.03% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares; 2026Q2: 3,338 shares 3,338 $240K 0.03% +100 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; 2024Q3: 35,910 shares; 2024Q4: 37,089 shares; 2025Q1: 7,151 shares; 2025Q2: 7,131 shares; 2025Q3: 5,437 shares; 2025Q4: 5,484 shares; 2026Q1: 4,695 shares; 2026Q2: 4,617 shares 4,617 $239K 0.03% -78 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,247 shares; 2025Q1: 7,905 shares; 2025Q2: 7,777 shares; 2025Q3: 8,313 shares; 2025Q4: 9,255 shares; 2026Q1: 7,275 shares; 2026Q2: 7,848 shares 7,848 $238K 0.03% +573 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,052 shares; 2025Q1: 1,858 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,453 shares 1,453 $238K 0.03% -103 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,700 shares 4,700 $234K 0.03% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 1,542 shares; 2025Q2: not reported; 2025Q3: 1,718 shares; 2025Q4: 1,775 shares; 2026Q1: 1,388 shares; 2026Q2: 1,554 shares 1,554 $233K 0.03% +166 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $232K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 530 shares 530 $230K 0.03% 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; 2024Q3: 6,870 shares; 2024Q4: 6,059 shares; 2025Q1: 6,426 shares; 2025Q2: 10,496 shares; 2025Q3: 4,414 shares; 2025Q4: 4,071 shares; 2026Q1: 3,039 shares; 2026Q2: 3,028 shares 3,028 $229K 0.03% -11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS 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: 2,255 shares; 2026Q2: 2,230 shares 2,230 $228K 0.03% -25 Timeline HYG 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,751 shares 2,751 $220K 0.03% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO 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: 8,461 shares; 2026Q2: 4,166 shares 4,166 $219K 0.03% -4,295 Timeline DECM 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: 14,932 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 6,491 shares; 2026Q1: 6,491 shares; 2026Q2: 6,491 shares 6,491 $219K 0.03% 0 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 4,490 shares 4,490 $215K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,395 shares; 2026Q1: 2,543 shares; 2026Q2: 2,594 shares 2,594 $214K 0.03% +51 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,479 shares 1,479 $214K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: not reported; 2025Q4: not reported; 2026Q1: 1,525 shares; 2026Q2: 1,545 shares 1,545 $209K 0.03% +20 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY 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: 920 shares 920 $205K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,140 shares 2,140 $205K 0.03% new 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; 2024Q3: 850 shares; 2024Q4: 897 shares; 2025Q1: 984 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 489 shares 489 $203K 0.03% new Timeline