IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,402 shares; 2024Q4: 104,665 shares; 2025Q1: 77,873 shares; 2025Q2: 77,666 shares; 2025Q3: 76,994 shares; 2025Q4: 73,490 shares; 2026Q1: 84,683 shares; 2026Q2: 108,102 shares 108,102 $81M 16.82% +23,419 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,389 shares; 2024Q4: 128,998 shares; 2025Q1: 137,126 shares; 2025Q2: 138,222 shares; 2025Q3: 137,463 shares; 2025Q4: 133,893 shares; 2026Q1: 134,325 shares; 2026Q2: 122,211 shares 122,211 $37M 7.69% -12,114 Timeline RWL 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: 190,988 shares; 2024Q4: 194,039 shares; 2025Q1: 215,550 shares; 2025Q2: 217,350 shares; 2025Q3: 219,942 shares; 2025Q4: 312,547 shares; 2026Q1: 318,852 shares; 2026Q2: 233,598 shares 233,598 $29.8M 6.2% -85,254 Timeline IMFL 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: 507,213 shares; 2024Q4: 517,614 shares; 2025Q1: 576,977 shares; 2025Q2: 574,825 shares; 2025Q3: 575,943 shares; 2025Q4: 571,821 shares; 2026Q1: 559,788 shares; 2026Q2: 566,978 shares 566,978 $19.5M 4.04% +7,190 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,136 shares; 2024Q4: 104,013 shares; 2025Q1: 94,943 shares; 2025Q2: 93,112 shares; 2025Q3: 87,515 shares; 2025Q4: 112,068 shares; 2026Q1: 117,795 shares; 2026Q2: 125,349 shares 125,349 $19.3M 4.02% +7,554 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: 539,338 shares; 2024Q4: 549,267 shares; 2025Q1: 571,570 shares; 2025Q2: 573,602 shares; 2025Q3: 600,617 shares; 2025Q4: 438,992 shares; 2026Q1: 427,041 shares; 2026Q2: 725,561 shares 725,561 $18.5M 3.85% +298,520 Timeline GOVI 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: 541,692 shares; 2024Q4: 580,351 shares; 2025Q1: 734,856 shares; 2025Q2: 731,359 shares; 2025Q3: 772,700 shares; 2025Q4: 379,156 shares; 2026Q1: 103,156 shares; 2026Q2: 593,954 shares 593,954 $16.1M 3.35% +490,798 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,143 shares; 2024Q4: 235,392 shares; 2025Q1: 245,138 shares; 2025Q2: 245,800 shares; 2025Q3: 259,515 shares; 2025Q4: 194,176 shares; 2026Q1: 176,005 shares; 2026Q2: 304,688 shares 304,688 $14.3M 2.97% +128,683 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: 89,178 shares; 2024Q4: 95,505 shares; 2025Q1: 267,630 shares; 2025Q2: 265,373 shares; 2025Q3: 265,211 shares; 2025Q4: 332,377 shares; 2026Q1: 357,365 shares; 2026Q2: 190,303 shares 190,303 $13.6M 2.82% -167,062 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,699 shares; 2024Q4: 230,540 shares; 2025Q1: 267,080 shares; 2025Q2: 270,389 shares; 2025Q3: 276,149 shares; 2025Q4: 279,662 shares; 2026Q1: 282,078 shares; 2026Q2: 291,438 shares 291,438 $11.9M 2.47% +9,360 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,972 shares; 2024Q4: 12,034 shares; 2025Q1: 4,104 shares; 2025Q2: 4,104 shares; 2025Q3: 4,172 shares; 2025Q4: 3,847 shares; 2026Q1: 200,569 shares; 2026Q2: 114,918 shares 114,918 $11.1M 2.3% -85,651 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: 208,807 shares; 2024Q4: 217,936 shares; 2025Q1: 243,293 shares; 2025Q2: 247,790 shares; 2025Q3: 253,400 shares; 2025Q4: 184,301 shares; 2026Q1: 163,758 shares; 2026Q2: 211,823 shares 211,823 $10.7M 2.23% +48,065 Timeline VSGX 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: 121,377 shares; 2024Q4: 119,727 shares; 2025Q1: 162,215 shares; 2025Q2: 158,314 shares; 2025Q3: 154,011 shares; 2025Q4: 152,633 shares; 2026Q1: 154,047 shares; 2026Q2: 103,016 shares 103,016 $8.48M 1.76% -51,031 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,029 shares 108,029 $8.09M 1.68% new Timeline QQMG 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: 167,239 shares; 2025Q1: 183,454 shares; 2025Q2: 179,593 shares; 2025Q3: 176,569 shares; 2025Q4: 157,886 shares; 2026Q1: 151,760 shares; 2026Q2: 144,892 shares 144,892 $7.42M 1.54% -6,868 Timeline PZA 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: 279,159 shares; 2024Q4: 292,814 shares; 2025Q1: 322,455 shares; 2025Q2: 325,840 shares; 2025Q3: 329,387 shares; 2025Q4: 247,064 shares; 2026Q1: 240,734 shares; 2026Q2: 315,505 shares 315,505 $7.42M 1.54% +74,771 Timeline JMEE 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: 71,098 shares; 2024Q4: 71,033 shares; 2025Q1: 73,380 shares; 2025Q2: 74,076 shares; 2025Q3: 74,559 shares; 2025Q4: 106,104 shares; 2026Q1: 89,363 shares; 2026Q2: 89,802 shares 89,802 $7.01M 1.46% +439 Timeline RSPE 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: 190,543 shares; 2025Q1: 232,709 shares; 2025Q2: 229,639 shares; 2025Q3: 227,892 shares; 2025Q4: 215,715 shares; 2026Q1: 200,421 shares; 2026Q2: 191,492 shares 191,492 $6.49M 1.35% -8,929 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: 77,902 shares; 2024Q4: 84,641 shares; 2025Q1: 106,016 shares; 2025Q2: 103,818 shares; 2025Q3: 107,356 shares; 2025Q4: 89,579 shares; 2026Q1: 90,453 shares; 2026Q2: 119,200 shares 119,200 $6.08M 1.26% +28,747 Timeline SPMD 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: 99,942 shares; 2024Q4: 99,453 shares; 2025Q1: 101,259 shares; 2025Q2: 102,149 shares; 2025Q3: 103,002 shares; 2025Q4: 192,018 shares; 2026Q1: 198,510 shares; 2026Q2: 82,890 shares 82,890 $5.6M 1.16% -115,620 Timeline SCHC 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: 132,848 shares; 2024Q4: 171,355 shares; 2025Q1: 155,077 shares; 2025Q2: 154,506 shares; 2025Q3: 151,641 shares; 2025Q4: 151,156 shares; 2026Q1: 116,205 shares; 2026Q2: 114,576 shares 114,576 $5.51M 1.15% -1,629 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 196,287 shares; 2026Q2: 208,998 shares 208,998 $5.35M 1.11% +12,711 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,801 shares; 2024Q4: 34,256 shares; 2025Q1: 108,254 shares; 2025Q2: 103,570 shares; 2025Q3: 108,267 shares; 2025Q4: 90,294 shares; 2026Q1: 85,473 shares; 2026Q2: 112,243 shares 112,243 $5.32M 1.11% +26,770 Timeline PMMF 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: 7,069 shares; 2025Q3: 31,349 shares; 2025Q4: 36,994 shares; 2026Q1: 66,446 shares; 2026Q2: 50,867 shares 50,867 $5.1M 1.06% -15,579 Timeline JMHI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,051 shares; 2026Q2: 92,022 shares 92,022 $4.66M 0.97% +8,971 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: 181,795 shares; 2024Q4: 154,696 shares; 2025Q1: 133,355 shares; 2025Q2: 130,147 shares; 2025Q3: 149,253 shares; 2025Q4: 168,609 shares; 2026Q1: 229,684 shares; 2026Q2: 84,278 shares 84,278 $4.26M 0.89% -145,406 Timeline EUSB 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: 105,239 shares; 2025Q2: 102,017 shares; 2025Q3: 104,472 shares; 2025Q4: 82,999 shares; 2026Q1: 70,800 shares; 2026Q2: 87,081 shares 87,081 $3.78M 0.79% +16,281 Timeline EMNT 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: 39,759 shares; 2025Q1: 44,393 shares; 2025Q2: 42,858 shares; 2025Q3: 42,949 shares; 2025Q4: 32,449 shares; 2026Q1: 52,147 shares; 2026Q2: 37,700 shares 37,700 $3.73M 0.77% -14,447 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: 15,726 shares; 2024Q4: 23,020 shares; 2025Q1: 25,358 shares; 2025Q2: 33,975 shares; 2025Q3: 34,956 shares; 2025Q4: 36,854 shares; 2026Q1: 43,886 shares; 2026Q2: 46,711 shares 46,711 $3.43M 0.71% +2,825 Timeline ANGL 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: 103,797 shares; 2024Q4: 106,385 shares; 2025Q1: 109,825 shares; 2025Q2: 110,234 shares; 2025Q3: 113,665 shares; 2025Q4: 124,544 shares; 2026Q1: 134,695 shares; 2026Q2: 110,069 shares 110,069 $3.22M 0.67% -24,626 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: 38,979 shares; 2024Q4: 76,552 shares; 2025Q1: 84,423 shares; 2025Q2: 79,420 shares; 2025Q3: 79,634 shares; 2025Q4: 99,422 shares; 2026Q1: 108,872 shares; 2026Q2: 110,230 shares 110,230 $3.05M 0.63% +1,358 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: 10,405 shares; 2024Q4: 50,048 shares; 2025Q1: 59,208 shares; 2025Q2: 63,545 shares; 2025Q3: 58,805 shares; 2025Q4: 58,808 shares; 2026Q1: 74,549 shares; 2026Q2: 73,365 shares 73,365 $2.48M 0.52% -1,184 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: 13,574 shares; 2024Q4: 53,367 shares; 2025Q1: 58,570 shares; 2025Q2: 60,818 shares; 2025Q3: 61,075 shares; 2025Q4: 63,073 shares; 2026Q1: 68,531 shares; 2026Q2: 68,357 shares 68,357 $2.38M 0.49% -174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,789 shares; 2024Q4: 9,221 shares; 2025Q1: 9,380 shares; 2025Q2: 9,100 shares; 2025Q3: 8,754 shares; 2025Q4: 9,561 shares; 2026Q1: 8,031 shares; 2026Q2: 8,122 shares 8,122 $2.35M 0.49% +91 Timeline DFCF 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: 35,670 shares; 2024Q4: 43,942 shares; 2025Q1: 52,195 shares; 2025Q2: 52,547 shares; 2025Q3: 48,939 shares; 2025Q4: 50,383 shares; 2026Q1: 52,853 shares; 2026Q2: 55,428 shares 55,428 $2.34M 0.49% +2,575 Timeline VCEB 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: 58,818 shares; 2024Q4: 13,246 shares; 2025Q1: 95,866 shares; 2025Q2: 93,270 shares; 2025Q3: 95,035 shares; 2025Q4: 77,465 shares; 2026Q1: 30,290 shares; 2026Q2: 36,893 shares 36,893 $2.32M 0.48% +6,603 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,795 shares; 2024Q4: 23,067 shares; 2025Q1: 126,109 shares; 2025Q2: 123,267 shares; 2025Q3: 126,721 shares; 2025Q4: 198,890 shares; 2026Q1: 201,377 shares; 2026Q2: 107,283 shares 107,283 $2.3M 0.48% -94,094 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,906 shares; 2024Q4: 80,817 shares; 2025Q1: 84,172 shares; 2025Q2: 84,686 shares; 2025Q3: 86,002 shares; 2025Q4: 108,196 shares; 2026Q1: 107,795 shares; 2026Q2: 45,154 shares 45,154 $2.11M 0.44% -62,641 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: 6,353 shares; 2024Q4: 7,750 shares; 2025Q1: 9,103 shares; 2025Q2: 8,495 shares; 2025Q3: 8,683 shares; 2025Q4: 10,054 shares; 2026Q1: 10,692 shares; 2026Q2: 10,474 shares 10,474 $2.1M 0.44% -218 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: 2,558 shares; 2024Q4: 2,948 shares; 2025Q1: 3,164 shares; 2025Q2: 2,679 shares; 2025Q3: 2,443 shares; 2025Q4: 2,415 shares; 2026Q1: 2,408 shares; 2026Q2: 2,384 shares 2,384 $1.76M 0.36% -24 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: 8,255 shares; 2024Q4: 12,435 shares; 2025Q1: 13,939 shares; 2025Q2: 14,737 shares; 2025Q3: 14,584 shares; 2025Q4: 14,279 shares; 2026Q1: 17,161 shares; 2026Q2: 17,800 shares 17,800 $1.58M 0.33% +639 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,459 shares; 2025Q2: 31,316 shares; 2025Q3: 31,129 shares; 2025Q4: 29,376 shares; 2026Q1: 31,168 shares; 2026Q2: 30,329 shares 30,329 $1.58M 0.33% -839 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,553 shares; 2024Q4: 17,653 shares; 2025Q1: 90,216 shares; 2025Q2: 87,560 shares; 2025Q3: 86,666 shares; 2025Q4: 86,789 shares; 2026Q1: 75,375 shares; 2026Q2: 65,274 shares 65,274 $1.58M 0.33% -10,101 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,630 shares; 2024Q4: 19,630 shares; 2025Q1: 19,630 shares; 2025Q2: 19,630 shares; 2025Q3: 18,923 shares; 2025Q4: 17,895 shares; 2026Q1: 17,895 shares; 2026Q2: 17,337 shares 17,337 $1.57M 0.33% -558 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: 3,213 shares; 2024Q4: 3,611 shares; 2025Q1: 3,789 shares; 2025Q2: 3,815 shares; 2025Q3: 3,816 shares; 2025Q4: 4,189 shares; 2026Q1: 4,216 shares; 2026Q2: 4,221 shares 4,221 $1.51M 0.31% +5 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: 14,284 shares; 2024Q4: 20,603 shares; 2025Q1: 22,885 shares; 2025Q2: 23,604 shares; 2025Q3: 24,211 shares; 2025Q4: 25,428 shares; 2026Q1: 29,489 shares; 2026Q2: 30,957 shares 30,957 $1.5M 0.31% +1,468 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: 9,526 shares; 2024Q4: 11,614 shares; 2025Q1: 14,047 shares; 2025Q2: 12,222 shares; 2025Q3: 9,617 shares; 2025Q4: 10,534 shares; 2026Q1: 12,197 shares; 2026Q2: 15,843 shares 15,843 $1.39M 0.29% +3,646 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,449 shares; 2024Q4: 6,336 shares; 2025Q1: 6,317 shares; 2025Q2: 10,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,243 shares; 2026Q1: 10,927 shares; 2026Q2: 12,826 shares 12,826 $1.37M 0.28% +1,899 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: 21,980 shares; 2024Q4: 25,446 shares; 2025Q1: 30,654 shares; 2025Q2: 32,981 shares; 2025Q3: 30,272 shares; 2025Q4: 28,986 shares; 2026Q1: 29,759 shares; 2026Q2: 30,447 shares 30,447 $1.35M 0.28% +688 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: 2,001 shares; 2024Q4: 2,435 shares; 2025Q1: 2,716 shares; 2025Q2: 2,454 shares; 2025Q3: 2,534 shares; 2025Q4: 3,027 shares; 2026Q1: 3,246 shares; 2026Q2: 3,486 shares 3,486 $1.3M 0.27% +240 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 3,907 shares; 2025Q1: 4,093 shares; 2025Q2: 4,093 shares; 2025Q3: 4,228 shares; 2025Q4: 4,249 shares; 2026Q1: 4,241 shares; 2026Q2: 4,243 shares 4,243 $1.23M 0.26% +2 Timeline SPHY 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: 26,911 shares; 2024Q4: 35,058 shares; 2025Q1: 40,514 shares; 2025Q2: 41,796 shares; 2025Q3: 41,321 shares; 2025Q4: 44,159 shares; 2026Q1: 49,050 shares; 2026Q2: 51,565 shares 51,565 $1.21M 0.25% +2,515 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,962 shares; 2024Q4: 12,207 shares; 2025Q1: 14,295 shares; 2025Q2: 14,697 shares; 2025Q3: 20,458 shares; 2025Q4: 20,958 shares; 2026Q1: 21,986 shares; 2026Q2: 20,915 shares 20,915 $1.17M 0.24% -1,071 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,792 shares; 2024Q4: 14,028 shares; 2025Q1: 16,460 shares; 2025Q2: 16,963 shares; 2025Q3: 23,624 shares; 2025Q4: 23,882 shares; 2026Q1: 24,657 shares; 2026Q2: 23,914 shares 23,914 $1.15M 0.24% -743 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: 10,914 shares; 2024Q4: 38,488 shares; 2025Q1: 42,623 shares; 2025Q2: 43,553 shares; 2025Q3: 38,299 shares; 2025Q4: 37,435 shares; 2026Q1: 39,954 shares; 2026Q2: 38,623 shares 38,623 $1.14M 0.24% -1,331 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: 3,630 shares; 2024Q4: 4,154 shares; 2025Q1: 4,201 shares; 2025Q2: 3,927 shares; 2025Q3: 3,990 shares; 2025Q4: 4,557 shares; 2026Q1: 4,674 shares; 2026Q2: 4,636 shares 4,636 $1.1M 0.23% -38 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,054 shares; 2024Q4: 12,997 shares; 2025Q1: 15,926 shares; 2025Q2: 16,290 shares; 2025Q3: 15,590 shares; 2025Q4: 16,171 shares; 2026Q1: 16,665 shares; 2026Q2: 15,666 shares 15,666 $1.09M 0.23% -999 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: 14,115 shares; 2024Q4: 16,188 shares; 2025Q1: 19,393 shares; 2025Q2: 20,823 shares; 2025Q3: 19,068 shares; 2025Q4: 18,625 shares; 2026Q1: 18,974 shares; 2026Q2: 19,176 shares 19,176 $991K 0.21% +202 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: 96,914 shares; 2024Q4: 97,194 shares; 2025Q1: 259,505 shares; 2025Q2: 258,327 shares; 2025Q3: 261,859 shares; 2025Q4: 266,278 shares; 2026Q1: 23,234 shares; 2026Q2: 16,246 shares 16,246 $970K 0.2% -6,988 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: 4,919 shares; 2024Q4: 7,365 shares; 2025Q1: 8,450 shares; 2025Q2: 9,343 shares; 2025Q3: 10,971 shares; 2025Q4: 10,628 shares; 2026Q1: 11,740 shares; 2026Q2: 11,343 shares 11,343 $940K 0.2% -397 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: 421 shares; 2024Q4: 424 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 519 shares; 2025Q4: 1,155 shares; 2026Q1: 1,353 shares; 2026Q2: 1,363 shares 1,363 $936K 0.19% +10 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 51,672 shares; 2026Q1: 59,034 shares; 2026Q2: 68,139 shares 68,139 $886K 0.18% +9,105 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: 18,183 shares; 2024Q4: 48,587 shares; 2025Q1: 23,513 shares; 2025Q2: 23,513 shares; 2025Q3: 23,501 shares; 2025Q4: 24,308 shares; 2026Q1: 24,275 shares; 2026Q2: 24,355 shares 24,355 $772K 0.16% +80 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: 1,373 shares; 2024Q4: 1,547 shares; 2025Q1: 1,601 shares; 2025Q2: 1,637 shares; 2025Q3: 1,655 shares; 2025Q4: 1,658 shares; 2026Q1: 1,716 shares; 2026Q2: 1,823 shares 1,823 $767K 0.16% +107 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: 1,281 shares; 2024Q4: 1,575 shares; 2025Q1: 1,778 shares; 2025Q2: 1,687 shares; 2025Q3: 1,574 shares; 2025Q4: 1,914 shares; 2026Q1: 2,067 shares; 2026Q2: 2,018 shares 2,018 $762K 0.16% -49 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 30,195 shares 30,195 $760K 0.16% new 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: 13,341 shares; 2024Q4: 16,332 shares; 2025Q1: 25,143 shares; 2025Q2: 25,085 shares; 2025Q3: 26,572 shares; 2025Q4: 36,577 shares; 2026Q1: 27,830 shares; 2026Q2: 7,575 shares 7,575 $750K 0.16% -20,255 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: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 628 shares; 2025Q2: 953 shares; 2025Q3: 767 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 1,004 shares 1,004 $750K 0.16% +10 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: 645 shares 645 $745K 0.15% new Timeline UTEN RBB FD INC More: the full row for RBB FD 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: 13,264 shares; 2025Q4: 14,394 shares; 2026Q1: 15,303 shares; 2026Q2: 17,135 shares 17,135 $740K 0.15% +1,832 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 18,669 shares; 2025Q4: 20,569 shares; 2026Q1: 19,755 shares; 2026Q2: 20,446 shares 20,446 $726K 0.15% +691 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,602 shares; 2024Q4: 16,888 shares; 2025Q1: 18,730 shares; 2025Q2: 18,405 shares; 2025Q3: 17,723 shares; 2025Q4: 20,482 shares; 2026Q1: 13,731 shares; 2026Q2: 14,317 shares 14,317 $719K 0.15% +586 Timeline SCHO 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: 5,973 shares; 2024Q4: 20,033 shares; 2025Q1: 21,915 shares; 2025Q2: 24,266 shares; 2025Q3: 25,372 shares; 2025Q4: 25,657 shares; 2026Q1: 26,965 shares; 2026Q2: 29,674 shares 29,674 $716K 0.15% +2,709 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: 16,646 shares; 2024Q4: 19,415 shares; 2025Q1: 21,802 shares; 2025Q2: 21,699 shares; 2025Q3: 19,589 shares; 2025Q4: 18,975 shares; 2026Q1: 18,652 shares; 2026Q2: 18,655 shares 18,655 $687K 0.14% +3 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: 7,393 shares; 2025Q1: 8,451 shares; 2025Q2: 8,086 shares; 2025Q3: 7,938 shares; 2025Q4: 8,483 shares; 2026Q1: 9,504 shares; 2026Q2: 10,187 shares 10,187 $685K 0.14% +683 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: 1,129 shares; 2026Q1: 1,192 shares; 2026Q2: 1,173 shares 1,173 $681K 0.14% -19 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: 6,007 shares; 2024Q4: 6,877 shares; 2025Q1: 8,252 shares; 2025Q2: 8,800 shares; 2025Q3: 8,035 shares; 2025Q4: 7,817 shares; 2026Q1: 7,959 shares; 2026Q2: 8,173 shares 8,173 $670K 0.14% +214 Timeline EMLC 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: 13,838 shares; 2024Q4: 18,543 shares; 2025Q1: 21,276 shares; 2025Q2: 21,365 shares; 2025Q3: 20,878 shares; 2025Q4: 21,924 shares; 2026Q1: 24,059 shares; 2026Q2: 25,840 shares 25,840 $660K 0.14% +1,781 Timeline DFGX 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: 8,153 shares; 2024Q4: 10,269 shares; 2025Q1: 11,897 shares; 2025Q2: 11,713 shares; 2025Q3: 10,689 shares; 2025Q4: 11,048 shares; 2026Q1: 11,757 shares; 2026Q2: 12,270 shares 12,270 $658K 0.14% +513 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: 10,843 shares; 2024Q4: 12,601 shares; 2025Q1: 15,074 shares; 2025Q2: 16,071 shares; 2025Q3: 14,806 shares; 2025Q4: 14,751 shares; 2026Q1: 14,890 shares; 2026Q2: 15,471 shares 15,471 $646K 0.13% +581 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: 1,668 shares; 2024Q4: 1,818 shares; 2025Q1: 1,831 shares; 2025Q2: 1,888 shares; 2025Q3: 1,890 shares; 2025Q4: 2,034 shares; 2026Q1: 1,961 shares; 2026Q2: 1,944 shares 1,944 $636K 0.13% -17 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,273 shares; 2025Q1: 5,311 shares; 2025Q2: 6,962 shares; 2025Q3: 10,574 shares; 2025Q4: 11,089 shares; 2026Q1: 11,089 shares; 2026Q2: 13,174 shares 13,174 $632K 0.13% +2,085 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,927 shares; 2024Q4: 18,192 shares; 2025Q1: 8,926 shares; 2025Q2: 8,926 shares; 2025Q3: 8,879 shares; 2025Q4: 8,942 shares; 2026Q1: 8,942 shares; 2026Q2: 8,942 shares 8,942 $621K 0.13% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,236 shares; 2024Q4: 5,670 shares; 2025Q1: 6,540 shares; 2025Q2: 6,423 shares; 2025Q3: 6,628 shares; 2025Q4: 6,980 shares; 2026Q1: 7,113 shares; 2026Q2: 7,163 shares 7,163 $606K 0.13% +50 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: 6,431 shares; 2024Q4: 15,186 shares; 2025Q1: 17,904 shares; 2025Q2: 19,135 shares; 2025Q3: 17,669 shares; 2025Q4: 17,695 shares; 2026Q1: 17,948 shares; 2026Q2: 16,501 shares 16,501 $596K 0.12% -1,447 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: 7,135 shares; 2024Q4: 10,024 shares; 2025Q1: 12,325 shares; 2025Q2: 12,183 shares; 2025Q3: 10,728 shares; 2025Q4: 10,910 shares; 2026Q1: 11,333 shares; 2026Q2: 11,866 shares 11,866 $567K 0.12% +533 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: 11,504 shares; 2024Q4: 13,557 shares; 2025Q1: 15,157 shares; 2025Q2: 14,980 shares; 2025Q3: 13,568 shares; 2025Q4: 13,298 shares; 2026Q1: 13,206 shares; 2026Q2: 13,555 shares 13,555 $559K 0.12% +349 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 10,625 shares; 2026Q2: 10,866 shares 10,866 $557K 0.12% +241 Timeline SCHP 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: 6,057 shares; 2024Q4: 15,664 shares; 2025Q1: 17,303 shares; 2025Q2: 17,712 shares; 2025Q3: 18,022 shares; 2025Q4: 18,763 shares; 2026Q1: 20,254 shares; 2026Q2: 20,921 shares 20,921 $554K 0.12% +667 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583 shares; 2024Q4: 4,272 shares; 2025Q1: 4,307 shares; 2025Q2: 3,196 shares; 2025Q3: 5,810 shares; 2025Q4: 6,167 shares; 2026Q1: 5,248 shares; 2026Q2: 5,135 shares 5,135 $553K 0.11% -113 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: 502 shares; 2024Q4: 611 shares; 2025Q1: 638 shares; 2025Q2: 600 shares; 2025Q3: 801 shares; 2025Q4: 945 shares; 2026Q1: 1,010 shares; 2026Q2: 979 shares 979 $551K 0.11% -31 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: 3,886 shares; 2024Q4: 4,455 shares; 2025Q1: 4,430 shares; 2025Q2: 4,340 shares; 2025Q3: 4,418 shares; 2025Q4: 4,565 shares; 2026Q1: 4,582 shares; 2026Q2: 4,831 shares 4,831 $547K 0.11% +249 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,792 shares; 2025Q1: 7,859 shares; 2025Q2: 8,002 shares; 2025Q3: 11,568 shares; 2025Q4: 12,032 shares; 2026Q1: 13,222 shares; 2026Q2: 13,560 shares 13,560 $534K 0.11% +338 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 16,811 shares; 2025Q4: 19,268 shares; 2026Q1: 19,775 shares; 2026Q2: 19,684 shares 19,684 $522K 0.11% -91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,848 shares; 2025Q4: 5,206 shares; 2026Q1: 6,493 shares; 2026Q2: 7,666 shares 7,666 $521K 0.11% +1,173 Timeline KLAC KLA CORP More: the full row for KLA 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: 170 shares; 2026Q2: 1,707 shares 1,707 $515K 0.11% +1,537 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,102 shares; 2024Q4: 14,162 shares; 2025Q1: 12,871 shares; 2025Q2: 12,871 shares; 2025Q3: 12,898 shares; 2025Q4: 12,871 shares; 2026Q1: 12,871 shares; 2026Q2: 12,871 shares 12,871 $468K 0.1% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,095 shares; 2026Q1: 1,782 shares; 2026Q2: 2,056 shares 2,056 $467K 0.1% +274 Timeline PCY 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: 31,081 shares; 2024Q4: 67,315 shares; 2025Q1: 20,548 shares; 2025Q2: 20,487 shares; 2025Q3: 20,880 shares; 2025Q4: 20,628 shares; 2026Q1: 19,710 shares; 2026Q2: 21,288 shares 21,288 $461K 0.1% +1,578 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,306 shares; 2024Q4: 8,793 shares; 2025Q1: 9,511 shares; 2025Q2: 10,062 shares; 2025Q3: 10,627 shares; 2025Q4: 10,929 shares; 2026Q1: 10,556 shares; 2026Q2: 10,831 shares 10,831 $459K 0.1% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,136 shares; 2025Q3: 1,748 shares; 2025Q4: 1,967 shares; 2026Q1: 2,554 shares; 2026Q2: 3,288 shares 3,288 $452K 0.09% +734 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,212 shares 3,212 $448K 0.09% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 876 shares; 2025Q1: 1,017 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,108 shares; 2026Q1: 1,252 shares; 2026Q2: 1,221 shares 1,221 $447K 0.09% -31 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,371 shares; 2024Q4: 3,105 shares; 2025Q1: 3,447 shares; 2025Q2: 3,375 shares; 2025Q3: 3,349 shares; 2025Q4: 3,428 shares; 2026Q1: 3,631 shares; 2026Q2: 3,650 shares 3,650 $439K 0.09% +19 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: 2,327 shares; 2024Q4: 2,369 shares; 2025Q1: 2,289 shares; 2025Q2: 3,618 shares; 2025Q3: 4,572 shares; 2025Q4: 4,762 shares; 2026Q1: 4,139 shares; 2026Q2: 4,540 shares 4,540 $438K 0.09% +401 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 512 shares; 2025Q1: 511 shares; 2025Q2: 442 shares; 2025Q3: 467 shares; 2025Q4: 472 shares; 2026Q1: 471 shares; 2026Q2: 462 shares 462 $432K 0.09% -9 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: 1,080 shares; 2024Q4: 1,263 shares; 2025Q1: 1,436 shares; 2025Q2: 1,506 shares; 2025Q3: 1,469 shares; 2025Q4: 1,504 shares; 2026Q1: 1,740 shares; 2026Q2: 1,769 shares 1,769 $430K 0.09% +29 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,654 shares; 2024Q4: 6,555 shares; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,397 shares; 2025Q4: 3,396 shares; 2026Q1: 3,396 shares; 2026Q2: 3,396 shares 3,396 $424K 0.09% 0 Timeline DFIP 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: 7,061 shares; 2024Q4: 8,513 shares; 2025Q1: 9,850 shares; 2025Q2: 9,608 shares; 2025Q3: 8,990 shares; 2025Q4: 9,350 shares; 2026Q1: 9,829 shares; 2026Q2: 10,213 shares 10,213 $421K 0.09% +384 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,451 shares; 2024Q4: 13,075 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: 5,924 shares; 2026Q1: 6,721 shares; 2026Q2: 6,726 shares 6,726 $418K 0.09% +5 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: 4,236 shares; 2024Q4: 4,981 shares; 2025Q1: 4,643 shares; 2025Q2: 4,548 shares; 2025Q3: 4,628 shares; 2025Q4: 4,801 shares; 2026Q1: 4,801 shares; 2026Q2: 5,161 shares 5,161 $413K 0.09% +360 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,565 shares; 2024Q4: 14,373 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 7,527 shares; 2025Q4: 8,024 shares; 2026Q1: 8,024 shares; 2026Q2: 7,925 shares 7,925 $403K 0.08% -99 Timeline DFSB 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: 4,592 shares; 2025Q1: 5,245 shares; 2025Q2: 5,377 shares; 2025Q3: 6,281 shares; 2025Q4: 6,702 shares; 2026Q1: 7,055 shares; 2026Q2: 7,714 shares 7,714 $402K 0.08% +659 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,496 shares; 2025Q1: 3,533 shares; 2025Q2: 2,631 shares; 2025Q3: 2,631 shares; 2025Q4: 2,504 shares; 2026Q1: 1,739 shares; 2026Q2: 1,608 shares 1,608 $396K 0.08% -131 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,887 shares; 2024Q4: 15,010 shares; 2025Q1: 16,515 shares; 2025Q2: 13,438 shares; 2025Q3: 13,645 shares; 2025Q4: 13,677 shares; 2026Q1: 18,502 shares; 2026Q2: 17,296 shares 17,296 $386K 0.08% -1,206 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: 235,601 shares; 2024Q4: 77,696 shares; 2025Q1: 39,997 shares; 2025Q2: 53,480 shares; 2025Q3: 52,898 shares; 2025Q4: 54,854 shares; 2026Q1: 54,423 shares; 2026Q2: 16,878 shares 16,878 $384K 0.08% -37,545 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,833 shares 7,833 $379K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 3,557 shares; 2026Q1: 3,811 shares; 2026Q2: 4,001 shares 4,001 $378K 0.08% +190 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,190 shares; 2024Q4: 15,061 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 6,660 shares; 2025Q4: 7,734 shares; 2026Q1: 8,304 shares; 2026Q2: 8,273 shares 8,273 $377K 0.08% -31 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: 695 shares; 2024Q4: 736 shares; 2025Q1: 733 shares; 2025Q2: 711 shares; 2025Q3: 703 shares; 2025Q4: 771 shares; 2026Q1: 721 shares; 2026Q2: 734 shares 734 $367K 0.08% +13 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,629 shares; 2024Q4: 13,629 shares; 2025Q1: 13,629 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares; 2026Q1: 11,489 shares; 2026Q2: 11,822 shares 11,822 $359K 0.07% +333 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: 8,346 shares; 2024Q4: 9,412 shares; 2025Q1: 10,633 shares; 2025Q2: 10,848 shares; 2025Q3: 9,728 shares; 2025Q4: 9,333 shares; 2026Q1: 9,187 shares; 2026Q2: 8,880 shares 8,880 $357K 0.07% -307 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 8,384 shares; 2025Q4: 8,867 shares; 2026Q1: 8,583 shares; 2026Q2: 8,784 shares 8,784 $352K 0.07% +201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 330 shares 330 $351K 0.07% -3 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: not reported; 2025Q3: not reported; 2025Q4: 2,834 shares; 2026Q1: 2,926 shares; 2026Q2: 2,981 shares 2,981 $350K 0.07% +55 Timeline CLIP 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: 2,946 shares; 2025Q3: 3,879 shares; 2025Q4: 3,950 shares; 2026Q1: 3,330 shares; 2026Q2: 3,390 shares 3,390 $340K 0.07% +60 Timeline PTL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,185 shares 1,185 $339K 0.07% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 943 shares; 2026Q2: 959 shares 959 $339K 0.07% +16 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: 167 shares; 2026Q2: 168 shares 168 $334K 0.07% +1 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 8,308 shares; 2025Q4: 9,203 shares; 2026Q1: 9,634 shares; 2026Q2: 9,881 shares 9,881 $331K 0.07% +247 Timeline MINT 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: 2,129 shares; 2025Q2: 2,479 shares; 2025Q3: 2,094 shares; 2025Q4: 2,089 shares; 2026Q1: not reported; 2026Q2: 3,283 shares 3,283 $331K 0.07% 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: 758 shares 758 $328K 0.07% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,457 shares; 2024Q4: 43,816 shares; 2025Q1: 5,834 shares; 2025Q2: 5,869 shares; 2025Q3: 5,811 shares; 2025Q4: 5,824 shares; 2026Q1: 5,891 shares; 2026Q2: 5,792 shares 5,792 $324K 0.07% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,374 shares; 2026Q2: 1,484 shares 1,484 $323K 0.07% +110 Timeline IBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,493 shares 13,493 $321K 0.07% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 246 shares; 2026Q2: 264 shares 264 $317K 0.07% +18 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 323 shares 323 $312K 0.06% new 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: 2,892 shares; 2024Q4: 3,694 shares; 2025Q1: 3,713 shares; 2025Q2: 3,788 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,929 shares 2,929 $311K 0.06% +69 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 3,067 shares; 2025Q1: 3,062 shares; 2025Q2: 3,097 shares; 2025Q3: 3,142 shares; 2025Q4: 3,217 shares; 2026Q1: 3,201 shares; 2026Q2: 3,181 shares 3,181 $307K 0.06% -20 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 8,037 shares; 2025Q4: 8,610 shares; 2026Q1: 8,809 shares; 2026Q2: 8,761 shares 8,761 $286K 0.06% -48 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,338 shares; 2026Q1: 5,094 shares; 2026Q2: 4,631 shares 4,631 $284K 0.06% -463 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,305 shares 5,305 $280K 0.06% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 931 shares; 2024Q4: 931 shares; 2025Q1: 926 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 781 shares 781 $277K 0.06% +2 Timeline USIG 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: 4,473 shares; 2025Q3: 4,468 shares; 2025Q4: 4,732 shares; 2026Q1: 5,092 shares; 2026Q2: 5,257 shares 5,257 $270K 0.06% +165 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 3,017 shares; 2025Q1: 3,107 shares; 2025Q2: 2,815 shares; 2025Q3: 2,672 shares; 2025Q4: 1,975 shares; 2026Q1: 1,907 shares; 2026Q2: 1,946 shares 1,946 $266K 0.06% +39 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,525 shares; 2024Q4: 58,036 shares; 2025Q1: 73,974 shares; 2025Q2: 72,483 shares; 2025Q3: 76,848 shares; 2025Q4: 81,744 shares; 2026Q1: 10,574 shares; 2026Q2: 5,434 shares 5,434 $263K 0.05% -5,140 Timeline HYD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,103 shares 5,103 $263K 0.05% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $261K 0.05% 0 Timeline DIHP 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: 7,738 shares; 2025Q2: 7,727 shares; 2025Q3: 7,089 shares; 2025Q4: 7,081 shares; 2026Q1: 7,140 shares; 2026Q2: 7,458 shares 7,458 $255K 0.05% +318 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: 744 shares; 2024Q4: 828 shares; 2025Q1: 833 shares; 2025Q2: 803 shares; 2025Q3: 801 shares; 2025Q4: 830 shares; 2026Q1: 766 shares; 2026Q2: 719 shares 719 $254K 0.05% -47 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,708 shares; 2025Q1: 8,708 shares; 2025Q2: 10,652 shares; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares; 2026Q1: 9,621 shares; 2026Q2: 9,621 shares 9,621 $250K 0.05% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,667 shares; 2024Q4: 11,661 shares; 2025Q1: 3,032 shares; 2025Q2: 2,367 shares; 2025Q3: 2,315 shares; 2025Q4: 2,128 shares; 2026Q1: not reported; 2026Q2: 2,128 shares 2,128 $249K 0.05% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 3,091 shares; 2025Q1: 3,116 shares; 2025Q2: 3,109 shares; 2025Q3: 3,108 shares; 2025Q4: 3,106 shares; 2026Q1: 2,972 shares; 2026Q2: 3,045 shares 3,045 $247K 0.05% +73 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,975 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $247K 0.05% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,395 shares; 2024Q4: 22,877 shares; 2025Q1: 5,221 shares; 2025Q2: 4,960 shares; 2025Q3: 4,910 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares; 2026Q2: 4,910 shares 4,910 $245K 0.05% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,513 shares 1,513 $244K 0.05% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,291 shares; 2025Q3: 2,340 shares; 2025Q4: 2,380 shares; 2026Q1: 2,367 shares; 2026Q2: 2,315 shares 2,315 $238K 0.05% -52 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,844 shares; 2024Q4: 15,141 shares; 2025Q1: 4,065 shares; 2025Q2: 4,132 shares; 2025Q3: 4,474 shares; 2025Q4: 4,617 shares; 2026Q1: 4,868 shares; 2026Q2: 4,702 shares 4,702 $238K 0.05% -166 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: 1,069 shares; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 1,022 shares; 2026Q1: 945 shares; 2026Q2: 931 shares 931 $234K 0.05% -14 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 435 shares; 2025Q1: 467 shares; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 479 shares; 2026Q1: 464 shares; 2026Q2: 463 shares 463 $232K 0.05% -1 Timeline EMXF 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: 4,334 shares; 2026Q1: 4,342 shares; 2026Q2: 3,989 shares 3,989 $231K 0.05% -353 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares; 2026Q2: 445 shares 445 $231K 0.05% +7 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: 6,144 shares; 2024Q4: 6,472 shares; 2025Q1: 6,543 shares; 2025Q2: 6,086 shares; 2025Q3: 6,074 shares; 2025Q4: 6,090 shares; 2026Q1: 5,830 shares; 2026Q2: 5,376 shares 5,376 $228K 0.05% -454 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: 956 shares; 2025Q1: 969 shares; 2025Q2: 955 shares; 2025Q3: 954 shares; 2025Q4: 992 shares; 2026Q1: 958 shares; 2026Q2: 441 shares 441 $226K 0.05% -517 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 643 shares 643 $225K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,848 shares 4,848 $224K 0.05% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: not reported; 2026Q2: 3,166 shares 3,166 $222K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 826 shares; 2025Q1: 844 shares; 2025Q2: 846 shares; 2025Q3: 847 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 811 shares 811 $219K 0.05% +1 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: 1,417 shares; 2024Q4: 1,405 shares; 2025Q1: 1,441 shares; 2025Q2: 1,178 shares; 2025Q3: 1,112 shares; 2025Q4: 622 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $219K 0.05% 0 Timeline IWR 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: 2,074 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,974 shares 1,974 $218K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $215K 0.04% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,382 shares 4,382 $208K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST 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: not reported; 2025Q4: 4,084 shares; 2026Q1: not reported; 2026Q2: 4,122 shares 4,122 $205K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,852 shares; 2026Q1: 11,793 shares; 2026Q2: 11,663 shares 11,663 $162K 0.03% -130 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,092 shares; 2024Q4: 10,109 shares; 2025Q1: 25,324 shares; 2025Q2: 25,559 shares; 2025Q3: 25,686 shares; 2025Q4: 25,906 shares; 2026Q1: 25,905 shares; 2026Q2: 25,972 shares 25,972 $130K 0.03% +67 Timeline