IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371,123 shares; 2024Q4: 368,797 shares; 2025Q1: 373,886 shares; 2025Q2: 373,596 shares; 2025Q3: 375,050 shares; 2025Q4: 377,396 shares; 2026Q1: 376,762 shares; 2026Q2: 377,597 shares 377,597 $283M 10.41% +835 Timeline FNDX 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: 1,985,873 shares; 2024Q4: 5,979,245 shares; 2025Q1: 6,054,706 shares; 2025Q2: 6,060,172 shares; 2025Q3: 6,050,396 shares; 2025Q4: 6,112,690 shares; 2026Q1: 6,300,154 shares; 2026Q2: 6,423,407 shares 6,423,407 $200M 7.35% +123,253 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,302,845 shares; 2024Q4: 6,562,833 shares; 2025Q1: 6,618,602 shares; 2025Q2: 6,700,587 shares; 2025Q3: 6,562,236 shares; 2025Q4: 6,727,377 shares; 2026Q1: 6,911,388 shares; 2026Q2: 7,056,392 shares 7,056,392 $196M 7.2% +145,004 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: 2,021,494 shares; 2024Q4: 2,069,484 shares; 2025Q1: 2,087,755 shares; 2025Q2: 2,114,289 shares; 2025Q3: 2,050,950 shares; 2025Q4: 2,110,333 shares; 2026Q1: 2,152,149 shares; 2026Q2: 2,224,154 shares 2,224,154 $158M 5.83% +72,005 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: 203,815 shares; 2024Q4: 206,595 shares; 2025Q1: 209,417 shares; 2025Q2: 210,509 shares; 2025Q3: 216,604 shares; 2025Q4: 218,957 shares; 2026Q1: 223,899 shares; 2026Q2: 225,206 shares 225,206 $155M 5.69% +1,307 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: 207,719 shares; 2024Q4: 208,371 shares; 2025Q1: 209,970 shares; 2025Q2: 210,037 shares; 2025Q3: 208,391 shares; 2025Q4: 205,424 shares; 2026Q1: 201,452 shares; 2026Q2: 200,903 shares 200,903 $148M 5.45% -549 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: 1,235,083 shares; 2024Q4: 3,785,200 shares; 2025Q1: 3,829,838 shares; 2025Q2: 3,936,702 shares; 2025Q3: 3,915,580 shares; 2025Q4: 3,985,073 shares; 2026Q1: 4,082,829 shares; 2026Q2: 4,110,047 shares 4,110,047 $121M 4.46% +27,218 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: 1,820,720 shares; 2024Q4: 1,853,259 shares; 2025Q1: 1,869,326 shares; 2025Q2: 1,891,839 shares; 2025Q3: 1,799,827 shares; 2025Q4: 1,851,829 shares; 2026Q1: 1,918,432 shares; 2026Q2: 1,972,443 shares 1,972,443 $118M 4.33% +54,011 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680,915 shares; 2024Q4: 753,176 shares; 2025Q1: 769,082 shares; 2025Q2: 620,379 shares; 2025Q3: 616,608 shares; 2025Q4: 630,262 shares; 2026Q1: 650,861 shares; 2026Q2: 704,827 shares 704,827 $105M 3.85% +53,966 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: 1,018,115 shares; 2024Q4: 1,079,885 shares; 2025Q1: 1,138,031 shares; 2025Q2: 1,163,345 shares; 2025Q3: 1,105,194 shares; 2025Q4: 1,163,215 shares; 2026Q1: 1,296,479 shares; 2026Q2: 1,295,469 shares 1,295,469 $102M 3.77% -1,010 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: 795,093 shares; 2024Q4: 798,833 shares; 2025Q1: 803,669 shares; 2025Q2: 810,494 shares; 2025Q3: 877,509 shares; 2025Q4: 933,394 shares; 2026Q1: 952,311 shares; 2026Q2: 991,812 shares 991,812 $98.2M 3.61% +39,501 Timeline FNDA 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: 1,002,381 shares; 2024Q4: 2,063,680 shares; 2025Q1: 2,086,321 shares; 2025Q2: 2,039,901 shares; 2025Q3: 1,965,455 shares; 2025Q4: 2,047,126 shares; 2026Q1: 2,107,699 shares; 2026Q2: 2,176,267 shares 2,176,267 $82.8M 3.05% +68,568 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800,413 shares; 2024Q4: 1,607,261 shares; 2025Q1: 1,623,361 shares; 2025Q2: 2,279,747 shares; 2025Q3: 2,258,420 shares; 2025Q4: 2,273,570 shares; 2026Q1: 2,262,086 shares; 2026Q2: 2,273,743 shares 2,273,743 $82.2M 3.03% +11,657 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: 694,130 shares; 2024Q4: 689,990 shares; 2025Q1: 691,144 shares; 2025Q2: 702,675 shares; 2025Q3: 663,259 shares; 2025Q4: 670,081 shares; 2026Q1: 670,175 shares; 2026Q2: 674,771 shares 674,771 $68.3M 2.51% +4,596 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: 382,380 shares; 2024Q4: 388,765 shares; 2025Q1: 398,452 shares; 2025Q2: 401,929 shares; 2025Q3: 705,022 shares; 2025Q4: 707,275 shares; 2026Q1: 710,291 shares; 2026Q2: 762,109 shares 762,109 $63M 2.32% +51,818 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: 422,345 shares; 2024Q4: 433,866 shares; 2025Q1: 434,695 shares; 2025Q2: 436,058 shares; 2025Q3: 550,828 shares; 2025Q4: 559,145 shares; 2026Q1: 760,472 shares; 2026Q2: 676,531 shares 676,531 $49.7M 1.83% -83,941 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: 174,382 shares; 2024Q4: 179,071 shares; 2025Q1: 182,912 shares; 2025Q2: 184,945 shares; 2025Q3: 189,509 shares; 2025Q4: 194,782 shares; 2026Q1: 212,953 shares; 2026Q2: 221,915 shares 221,915 $47.2M 1.74% +8,962 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: 285,818 shares; 2024Q4: 297,509 shares; 2025Q1: 297,399 shares; 2025Q2: 297,633 shares; 2025Q3: 298,725 shares; 2025Q4: 301,550 shares; 2026Q1: 306,128 shares; 2026Q2: 306,208 shares 306,208 $39.1M 1.44% +80 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: 132,207 shares; 2024Q4: 131,878 shares; 2025Q1: 132,832 shares; 2025Q2: 132,475 shares; 2025Q3: 131,616 shares; 2025Q4: 130,201 shares; 2026Q1: 136,131 shares; 2026Q2: 132,054 shares 132,054 $38.2M 1.41% -4,077 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: 410,451 shares; 2024Q4: 1,223,790 shares; 2025Q1: 1,222,824 shares; 2025Q2: 1,223,197 shares; 2025Q3: 1,174,403 shares; 2025Q4: 1,124,984 shares; 2026Q1: 1,126,574 shares; 2026Q2: 1,169,147 shares 1,169,147 $37.1M 1.36% +42,573 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: 61,662 shares; 2024Q4: 68,220 shares; 2025Q1: 75,869 shares; 2025Q2: 81,061 shares; 2025Q3: 93,663 shares; 2025Q4: 103,185 shares; 2026Q1: 119,739 shares; 2026Q2: 127,476 shares 127,476 $27.8M 1.02% +7,737 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: 321,888 shares; 2024Q4: 320,180 shares; 2025Q1: 318,175 shares; 2025Q2: 326,422 shares; 2025Q3: 314,031 shares; 2025Q4: 311,559 shares; 2026Q1: 313,521 shares; 2026Q2: 311,237 shares 311,237 $27.4M 1.01% -2,284 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,425 shares; 2024Q4: 223,021 shares; 2025Q1: 247,380 shares; 2025Q2: 246,515 shares; 2025Q3: 405,431 shares; 2025Q4: 440,652 shares; 2026Q1: 492,482 shares; 2026Q2: 518,375 shares 518,375 $26.2M 0.96% +25,893 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,299 shares; 2024Q4: 114,373 shares; 2025Q1: 116,141 shares; 2025Q2: 122,930 shares; 2025Q3: 131,725 shares; 2025Q4: 136,510 shares; 2026Q1: 180,206 shares; 2026Q2: 152,205 shares 152,205 $24.1M 0.89% -28,001 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,137 shares; 2024Q4: 34,002 shares; 2025Q1: 33,876 shares; 2025Q2: 33,507 shares; 2025Q3: 33,331 shares; 2025Q4: 33,223 shares; 2026Q1: 33,057 shares; 2026Q2: 32,975 shares 32,975 $23.2M 0.86% -82 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: 115,437 shares; 2024Q4: 116,082 shares; 2025Q1: 118,509 shares; 2025Q2: 119,424 shares; 2025Q3: 119,486 shares; 2025Q4: 117,182 shares; 2026Q1: 116,270 shares; 2026Q2: 114,599 shares 114,599 $22.9M 0.84% -1,671 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,325 shares; 2024Q4: 212,322 shares; 2025Q1: 209,715 shares; 2025Q2: 215,069 shares; 2025Q3: 212,274 shares; 2025Q4: 210,907 shares; 2026Q1: 209,516 shares; 2026Q2: 206,988 shares 206,988 $22.8M 0.84% -2,528 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449,980 shares; 2024Q4: 523,081 shares; 2025Q1: 530,603 shares; 2025Q2: 554,683 shares; 2025Q3: 519,157 shares; 2025Q4: 501,394 shares; 2026Q1: 483,143 shares; 2026Q2: 471,492 shares 471,492 $22.1M 0.81% -11,651 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,034 shares; 2024Q4: 184,472 shares; 2025Q1: 183,907 shares; 2025Q2: 186,218 shares; 2025Q3: 201,840 shares; 2025Q4: 203,324 shares; 2026Q1: 203,880 shares; 2026Q2: 205,307 shares 205,307 $20.2M 0.74% +1,427 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,766 shares; 2024Q4: 198,225 shares; 2025Q1: 198,515 shares; 2025Q2: 201,752 shares; 2025Q3: 204,066 shares; 2025Q4: 206,652 shares; 2026Q1: 207,319 shares; 2026Q2: 209,721 shares 209,721 $19.2M 0.71% +2,402 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,807 shares; 2024Q4: 174,202 shares; 2025Q1: 174,787 shares; 2025Q2: 177,217 shares; 2025Q3: 187,000 shares; 2025Q4: 189,190 shares; 2026Q1: 191,542 shares; 2026Q2: 193,311 shares 193,311 $18.7M 0.69% +1,769 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: 35,125 shares; 2024Q4: 35,089 shares; 2025Q1: 35,448 shares; 2025Q2: 37,775 shares; 2025Q3: 33,674 shares; 2025Q4: 33,225 shares; 2026Q1: 38,769 shares; 2026Q2: 36,537 shares 36,537 $18.3M 0.67% -2,232 Timeline JEPI 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: 331,562 shares; 2024Q4: 344,275 shares; 2025Q1: 369,924 shares; 2025Q2: 330,320 shares; 2025Q3: 317,733 shares; 2025Q4: 304,966 shares; 2026Q1: 308,905 shares; 2026Q2: 293,175 shares 293,175 $16.6M 0.61% -15,730 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,353 shares; 2024Q4: 48,293 shares; 2025Q1: 46,953 shares; 2025Q2: 58,585 shares; 2025Q3: 51,041 shares; 2025Q4: 52,268 shares; 2026Q1: 70,714 shares; 2026Q2: 66,141 shares 66,141 $16.1M 0.59% -4,573 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: 52,240 shares; 2024Q4: 74,220 shares; 2025Q1: 95,988 shares; 2025Q2: 156,390 shares; 2025Q3: 187,115 shares; 2025Q4: 205,448 shares; 2026Q1: 214,100 shares; 2026Q2: 227,715 shares 227,715 $14.9M 0.55% +13,615 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: 66,243 shares; 2024Q4: 65,735 shares; 2025Q1: 65,462 shares; 2025Q2: 65,833 shares; 2025Q3: 65,649 shares; 2025Q4: 64,729 shares; 2026Q1: 62,209 shares; 2026Q2: 62,468 shares 62,468 $14.9M 0.55% +259 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,308 shares; 2024Q4: 186,096 shares; 2025Q1: 186,326 shares; 2025Q2: 189,512 shares; 2025Q3: 184,974 shares; 2025Q4: 187,179 shares; 2026Q1: 187,603 shares; 2026Q2: 189,142 shares 189,142 $14.8M 0.55% +1,539 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,557 shares; 2024Q4: 105,158 shares; 2025Q1: 125,479 shares; 2025Q2: 140,104 shares; 2025Q3: 139,371 shares; 2025Q4: 271,962 shares; 2026Q1: 264,736 shares; 2026Q2: 259,203 shares 259,203 $13.8M 0.51% -5,533 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,476 shares; 2024Q4: 165,751 shares; 2025Q1: 165,300 shares; 2025Q2: 167,423 shares; 2025Q3: 176,783 shares; 2025Q4: 178,213 shares; 2026Q1: 178,503 shares; 2026Q2: 180,159 shares 180,159 $11.8M 0.43% +1,656 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,049 shares; 2024Q4: 340,548 shares; 2025Q1: 338,644 shares; 2025Q2: 336,523 shares; 2025Q3: 297,239 shares; 2025Q4: 294,008 shares; 2026Q1: 292,361 shares; 2026Q2: 287,095 shares 287,095 $10.4M 0.38% -5,266 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,831 shares; 2024Q4: 135,277 shares; 2025Q1: 131,873 shares; 2025Q2: 125,983 shares; 2025Q3: 114,219 shares; 2025Q4: 112,948 shares; 2026Q1: 111,400 shares; 2026Q2: 109,178 shares 109,178 $9.72M 0.36% -2,222 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,500 shares; 2025Q1: 81,400 shares; 2025Q2: 92,860 shares; 2025Q3: 126,005 shares; 2025Q4: 160,190 shares; 2026Q1: 161,913 shares; 2026Q2: 173,620 shares 173,620 $9.22M 0.34% +11,707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,438 shares; 2026Q2: 23,584 shares 23,584 $8.73M 0.32% -8,854 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,604 shares; 2024Q4: 78,605 shares; 2025Q1: 80,354 shares; 2025Q2: 84,082 shares; 2025Q3: 74,125 shares; 2025Q4: 77,124 shares; 2026Q1: 77,388 shares; 2026Q2: 81,760 shares 81,760 $6.77M 0.25% +4,372 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,562 shares; 2024Q4: 26,787 shares; 2025Q1: 27,493 shares; 2025Q2: 30,818 shares; 2025Q3: 31,288 shares; 2025Q4: 61,896 shares; 2026Q1: 57,360 shares; 2026Q2: 56,671 shares 56,671 $6.65M 0.24% -689 Timeline SOXX 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: 10,121 shares 10,121 $6.49M 0.24% new Timeline DE DEERE & CO More: the full row for DEERE & 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: 10,470 shares; 2025Q4: 10,405 shares; 2026Q1: 10,005 shares; 2026Q2: 10,006 shares 10,006 $6.36M 0.23% +1 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: 52,788 shares; 2024Q4: 204,659 shares; 2025Q1: 204,876 shares; 2025Q2: 199,223 shares; 2025Q3: 190,339 shares; 2025Q4: 185,382 shares; 2026Q1: 176,330 shares; 2026Q2: 175,472 shares 175,472 $5.94M 0.22% -858 Timeline ITA 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: 11,467 shares; 2025Q3: 16,477 shares; 2025Q4: 20,977 shares; 2026Q1: 23,017 shares; 2026Q2: 23,467 shares 23,467 $5.69M 0.21% +450 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,293 shares; 2024Q4: 147,879 shares; 2025Q1: 147,879 shares; 2025Q2: 147,879 shares; 2025Q3: 147,879 shares; 2025Q4: 151,201 shares; 2026Q1: 151,201 shares; 2026Q2: 151,201 shares 151,201 $5.57M 0.21% 0 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: 14,360 shares; 2024Q4: 14,093 shares; 2025Q1: 14,563 shares; 2025Q2: 14,820 shares; 2025Q3: 14,214 shares; 2025Q4: 14,248 shares; 2026Q1: 13,607 shares; 2026Q2: 14,721 shares 14,721 $5.49M 0.2% +1,114 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,505 shares; 2025Q1: 20,890 shares; 2025Q2: 11,790 shares; 2025Q3: 21,680 shares; 2025Q4: 33,695 shares; 2026Q1: 43,990 shares; 2026Q2: 39,485 shares 39,485 $4.58M 0.17% -4,505 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: 63,216 shares; 2024Q4: 63,050 shares; 2025Q1: 64,184 shares; 2025Q2: 89,217 shares; 2025Q3: 85,848 shares; 2025Q4: 86,196 shares; 2026Q1: 85,629 shares; 2026Q2: 85,458 shares 85,458 $4.31M 0.16% -171 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: not reported; 2024Q4: not reported; 2025Q1: 10,205 shares; 2025Q2: 10,430 shares; 2025Q3: 10,452 shares; 2025Q4: 10,441 shares; 2026Q1: 10,124 shares; 2026Q2: 10,123 shares 10,123 $3.58M 0.13% -1 Timeline EQWL 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: 17,669 shares; 2024Q4: 17,046 shares; 2025Q1: 22,301 shares; 2025Q2: 27,418 shares; 2025Q3: 27,418 shares; 2025Q4: 27,438 shares; 2026Q1: 26,679 shares; 2026Q2: 26,797 shares 26,797 $3.46M 0.13% +118 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: 39,077 shares; 2024Q4: 115,595 shares; 2025Q1: 113,800 shares; 2025Q2: 111,981 shares; 2025Q3: 108,084 shares; 2025Q4: 99,976 shares; 2026Q1: 95,505 shares; 2026Q2: 95,505 shares 95,505 $3.32M 0.12% 0 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: 13,614 shares; 2024Q4: 13,638 shares; 2025Q1: 13,765 shares; 2025Q2: 12,880 shares; 2025Q3: 13,180 shares; 2025Q4: 13,181 shares; 2026Q1: 12,799 shares; 2026Q2: 12,700 shares 12,700 $3.2M 0.12% -99 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: 44,734 shares; 2024Q4: 59,629 shares; 2025Q1: 79,950 shares; 2025Q2: 84,280 shares; 2025Q3: 85,555 shares; 2025Q4: 84,461 shares; 2026Q1: 84,460 shares; 2026Q2: 119,655 shares 119,655 $3.05M 0.11% +35,195 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,780 shares; 2026Q2: 34,055 shares 34,055 $2.91M 0.11% -26,725 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,449 shares; 2025Q1: 18,876 shares; 2025Q2: 23,066 shares; 2025Q3: 26,647 shares; 2025Q4: 27,987 shares; 2026Q1: 25,802 shares; 2026Q2: 24,577 shares 24,577 $2.87M 0.11% -1,225 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,105 shares; 2024Q4: 75,305 shares; 2025Q1: 75,305 shares; 2025Q2: 52,205 shares; 2025Q3: 48,705 shares; 2025Q4: 56,255 shares; 2026Q1: 57,116 shares; 2026Q2: 56,266 shares 56,266 $2.85M 0.1% -850 Timeline TFI 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: 151,366 shares; 2024Q4: 62,606 shares; 2025Q1: 63,106 shares; 2025Q2: 69,092 shares; 2025Q3: 67,733 shares; 2025Q4: 58,217 shares; 2026Q1: 57,217 shares; 2026Q2: 52,476 shares 52,476 $2.4M 0.09% -4,741 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: 15,806 shares; 2024Q4: 15,807 shares; 2025Q1: 15,880 shares; 2025Q2: 15,907 shares; 2025Q3: 15,909 shares; 2025Q4: 15,911 shares; 2026Q1: 15,982 shares; 2026Q2: 16,226 shares 16,226 $2.22M 0.08% +244 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,614 shares; 2024Q4: 11,913 shares; 2025Q1: 37,546 shares; 2025Q2: 34,648 shares; 2025Q3: 14,829 shares; 2025Q4: not reported; 2026Q1: 17,546 shares; 2026Q2: 20,973 shares 20,973 $2.11M 0.08% +3,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,314 shares; 2026Q2: 35,336 shares 35,336 $2.06M 0.08% -60,978 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares; 2026Q2: 37,500 shares 37,500 $2.05M 0.08% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,949 shares; 2024Q4: 37,901 shares; 2025Q1: 36,243 shares; 2025Q2: 38,297 shares; 2025Q3: 37,914 shares; 2025Q4: 36,534 shares; 2026Q1: 38,673 shares; 2026Q2: 36,654 shares 36,654 $1.92M 0.07% -2,019 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,494 shares; 2024Q4: 29,807 shares; 2025Q1: 51,770 shares; 2025Q2: 23,827 shares; 2025Q3: 24,968 shares; 2025Q4: 13,168 shares; 2026Q1: 36,702 shares; 2026Q2: 36,684 shares 36,684 $1.86M 0.07% -18 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 12,363 shares; 2025Q4: 12,367 shares; 2026Q1: 12,371 shares; 2026Q2: 12,375 shares 12,375 $1.77M 0.07% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,372 shares 20,372 $1.75M 0.06% new Timeline JEPQ 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: 17,358 shares; 2024Q4: 21,458 shares; 2025Q1: 25,688 shares; 2025Q2: 21,863 shares; 2025Q3: 22,763 shares; 2025Q4: 22,763 shares; 2026Q1: 23,663 shares; 2026Q2: 22,163 shares 22,163 $1.36M 0.05% -1,500 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 26,026 shares; 2026Q2: 17,982 shares 17,982 $1.36M 0.05% -8,044 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,750 shares; 2025Q3: 33,750 shares; 2025Q4: 33,600 shares; 2026Q1: 27,000 shares; 2026Q2: 26,300 shares 26,300 $1.12M 0.04% -700 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: 21,272 shares; 2024Q4: 21,437 shares; 2025Q1: 20,107 shares; 2025Q2: 19,199 shares; 2025Q3: 19,199 shares; 2025Q4: 19,529 shares; 2026Q1: 18,473 shares; 2026Q2: 18,143 shares 18,143 $1.03M 0.04% -330 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: 24,219 shares; 2024Q4: 20,164 shares; 2025Q1: 20,225 shares; 2025Q2: 20,272 shares; 2025Q3: 10,074 shares; 2025Q4: 10,074 shares; 2026Q1: 10,074 shares; 2026Q2: 10,074 shares 10,074 $908K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,494 shares; 2024Q4: 17,494 shares; 2025Q1: 17,160 shares; 2025Q2: 17,160 shares; 2025Q3: 17,160 shares; 2025Q4: 17,160 shares; 2026Q1: 16,460 shares; 2026Q2: 15,960 shares 15,960 $856K 0.03% -500 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 22,822 shares; 2025Q2: 22,822 shares; 2025Q3: 22,822 shares; 2025Q4: 22,822 shares; 2026Q1: 22,822 shares; 2026Q2: 22,822 shares 22,822 $839K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX 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: 11,450 shares; 2026Q1: 11,448 shares; 2026Q2: 10,948 shares 10,948 $782K 0.03% -500 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,900 shares; 2025Q3: 51,150 shares; 2025Q4: 44,981 shares; 2026Q1: 42,500 shares; 2026Q2: 39,185 shares 39,185 $765K 0.03% -3,315 Timeline DFUV 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: 10,564 shares; 2025Q2: 10,564 shares; 2025Q3: 10,564 shares; 2025Q4: 10,564 shares; 2026Q1: 10,564 shares; 2026Q2: 10,564 shares 10,564 $581K 0.02% 0 Timeline NEAR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,699 shares; 2026Q2: 10,973 shares 10,973 $556K 0.02% +274 Timeline SCHJ 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: 17,264 shares; 2026Q2: 19,214 shares 19,214 $474K 0.02% +1,950 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,375 shares; 2024Q4: 21,770 shares; 2025Q1: 21,270 shares; 2025Q2: 21,270 shares; 2025Q3: 21,927 shares; 2025Q4: 21,174 shares; 2026Q1: 21,174 shares; 2026Q2: 21,174 shares 21,174 $294K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 10,757 shares; 2025Q2: 10,757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,586 shares 12,586 $291K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,869 shares; 2024Q4: 14,877 shares; 2025Q1: 15,331 shares; 2025Q2: 14,603 shares; 2025Q3: 14,163 shares; 2025Q4: 14,171 shares; 2026Q1: 12,780 shares; 2026Q2: 11,737 shares 11,737 $243K 0.01% -1,043 Timeline