MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,494 shares; 2024Q4: 176,672 shares; 2025Q1: 141,112 shares; 2025Q2: 129,658 shares; 2025Q3: 126,654 shares; 2025Q4: 126,674 shares; 2026Q1: 124,002 shares; 2026Q2: 116,926 shares 116,926 $40.1M 13.68% -7,076 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: 197,563 shares; 2024Q4: 610,355 shares; 2025Q1: 633,985 shares; 2025Q2: 557,803 shares; 2025Q3: 616,416 shares; 2025Q4: 646,819 shares; 2026Q1: 643,261 shares; 2026Q2: 969,332 shares 969,332 $30.7M 10.49% +326,071 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,098 shares; 2024Q4: 371,508 shares; 2025Q1: 307,792 shares; 2025Q2: 262,426 shares; 2025Q3: 259,841 shares; 2025Q4: 254,278 shares; 2026Q1: 236,423 shares; 2026Q2: 136,475 shares 136,475 $27.3M 9.3% -99,948 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: 634,554 shares; 2024Q4: 665,024 shares; 2025Q1: 680,359 shares; 2025Q2: 700,613 shares; 2025Q3: 705,639 shares; 2025Q4: 713,950 shares; 2026Q1: 606,116 shares; 2026Q2: 612,525 shares 612,525 $25.3M 8.62% +6,409 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 389,209 shares; 2025Q3: 401,138 shares; 2025Q4: 420,793 shares; 2026Q1: 440,926 shares; 2026Q2: 447,576 shares 447,576 $18.6M 6.36% +6,650 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,811 shares; 2024Q4: 350,825 shares; 2025Q1: 351,897 shares; 2025Q2: 350,366 shares; 2025Q3: 355,282 shares; 2025Q4: 368,002 shares; 2026Q1: 368,027 shares; 2026Q2: 377,783 shares 377,783 $18M 6.13% +9,756 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: 265,819 shares; 2024Q4: 277,304 shares; 2025Q1: 281,659 shares; 2025Q2: 282,684 shares; 2025Q3: 283,299 shares; 2025Q4: 285,845 shares; 2026Q1: 283,862 shares; 2026Q2: 287,905 shares 287,905 $17.2M 5.86% +4,043 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 282,092 shares 282,092 $14.3M 4.88% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,659 shares; 2024Q4: 54,408 shares; 2025Q1: 53,381 shares; 2025Q2: 51,657 shares; 2025Q3: 50,651 shares; 2025Q4: 48,789 shares; 2026Q1: 44,828 shares; 2026Q2: 43,415 shares 43,415 $9.53M 3.25% -1,413 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,782 shares; 2025Q3: 25,603 shares; 2025Q4: 25,519 shares; 2026Q1: 25,687 shares; 2026Q2: 94,505 shares 94,505 $7.83M 2.67% +68,818 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,543 shares 24,543 $7.44M 2.54% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,679 shares; 2026Q1: 73,775 shares; 2026Q2: 74,278 shares 74,278 $7.17M 2.45% +503 Timeline ESGV 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: 36,571 shares; 2024Q4: 35,571 shares; 2025Q1: 35,337 shares; 2025Q2: 37,229 shares; 2025Q3: 37,115 shares; 2025Q4: 36,285 shares; 2026Q1: 35,631 shares; 2026Q2: 34,233 shares 34,233 $4.53M 1.54% -1,398 Timeline SPYX 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: 79,532 shares; 2024Q4: 74,621 shares; 2025Q1: 69,634 shares; 2025Q2: 72,472 shares; 2025Q3: 71,537 shares; 2025Q4: 71,322 shares; 2026Q1: 68,884 shares; 2026Q2: 68,710 shares 68,710 $4.2M 1.43% -174 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,899 shares; 2024Q4: 17,494 shares; 2025Q1: 12,993 shares; 2025Q2: 15,205 shares; 2025Q3: 15,124 shares; 2025Q4: 15,041 shares; 2026Q1: 14,248 shares; 2026Q2: 14,252 shares 14,252 $3.61M 1.23% +4 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: 13,434 shares; 2024Q4: 16,493 shares; 2025Q1: 16,121 shares; 2025Q2: 15,751 shares; 2025Q3: 15,741 shares; 2025Q4: 15,573 shares; 2026Q1: 12,532 shares; 2026Q2: 11,977 shares 11,977 $3.47M 1.18% -555 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,366 shares; 2024Q4: 88,431 shares; 2025Q1: 87,522 shares; 2025Q2: 83,734 shares; 2025Q3: 79,999 shares; 2025Q4: 79,493 shares; 2026Q1: 68,242 shares; 2026Q2: 65,335 shares 65,335 $2.99M 1.02% -2,907 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,864 shares; 2024Q4: 16,573 shares; 2025Q1: 16,436 shares; 2025Q2: 17,323 shares; 2025Q3: 17,473 shares; 2025Q4: 17,550 shares; 2026Q1: 17,078 shares; 2026Q2: 16,674 shares 16,674 $2.37M 0.81% -404 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,317 shares 28,317 $2.2M 0.75% new 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: 11,545 shares; 2024Q4: 11,289 shares; 2025Q1: 11,865 shares; 2025Q2: 11,059 shares; 2025Q3: 11,054 shares; 2025Q4: 10,940 shares; 2026Q1: 9,797 shares; 2026Q2: 9,076 shares 9,076 $1.98M 0.67% -721 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: 59,894 shares; 2024Q4: 56,314 shares; 2025Q1: 55,466 shares; 2025Q2: 42,106 shares; 2025Q3: 42,046 shares; 2025Q4: 41,975 shares; 2026Q1: 39,119 shares; 2026Q2: 37,711 shares 37,711 $1.97M 0.67% -1,408 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,419 shares; 2024Q4: 46,617 shares; 2025Q1: 47,641 shares; 2025Q2: 36,140 shares; 2025Q3: 35,706 shares; 2025Q4: 36,892 shares; 2026Q1: 33,190 shares; 2026Q2: 32,904 shares 32,904 $1.94M 0.66% -286 Timeline ILF 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: 242,966 shares; 2025Q3: not reported; 2025Q4: 222,274 shares; 2026Q1: 57,179 shares; 2026Q2: 55,198 shares 55,198 $1.86M 0.64% -1,981 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,618 shares; 2024Q4: 38,159 shares; 2025Q1: 23,603 shares; 2025Q2: 23,538 shares; 2025Q3: 23,483 shares; 2025Q4: 23,605 shares; 2026Q1: 22,137 shares; 2026Q2: 22,052 shares 22,052 $1.78M 0.61% -85 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,138 shares; 2024Q4: not reported; 2025Q1: 19,587 shares; 2025Q2: 19,929 shares; 2025Q3: 20,753 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,937 shares 20,937 $1.72M 0.59% new 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: 165,561 shares; 2024Q4: 173,372 shares; 2025Q1: 176,886 shares; 2025Q2: 172,970 shares; 2025Q3: 173,632 shares; 2025Q4: 175,234 shares; 2026Q1: 34,551 shares; 2026Q2: 23,850 shares 23,850 $1.7M 0.58% -10,701 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,408 shares; 2024Q4: 38,105 shares; 2025Q1: 38,105 shares; 2025Q2: 38,848 shares; 2025Q3: 37,047 shares; 2025Q4: 36,922 shares; 2026Q1: 34,038 shares; 2026Q2: 30,161 shares 30,161 $1.56M 0.53% -3,877 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,151 shares; 2024Q4: 8,229 shares; 2025Q1: 8,229 shares; 2025Q2: 8,229 shares; 2025Q3: 8,229 shares; 2025Q4: 7,868 shares; 2026Q1: 7,868 shares; 2026Q2: 7,868 shares 7,868 $1.49M 0.51% 0 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: 21,730 shares; 2024Q4: 19,571 shares; 2025Q1: 15,838 shares; 2025Q2: 15,665 shares; 2025Q3: 15,665 shares; 2025Q4: 15,605 shares; 2026Q1: 15,595 shares; 2026Q2: 15,583 shares 15,583 $1.4M 0.48% -12 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: 24,236 shares; 2024Q4: 25,017 shares; 2025Q1: 23,754 shares; 2025Q2: 23,864 shares; 2025Q3: 24,509 shares; 2025Q4: 24,509 shares; 2026Q1: 24,385 shares; 2026Q2: 25,393 shares 25,393 $1.2M 0.41% +1,008 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,827 shares; 2025Q3: 7,827 shares; 2025Q4: 7,827 shares; 2026Q1: 7,827 shares; 2026Q2: 7,540 shares 7,540 $1.19M 0.41% -287 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: 11,087 shares; 2024Q4: 10,656 shares; 2025Q1: 10,706 shares; 2025Q2: 9,870 shares; 2025Q3: 9,828 shares; 2025Q4: 9,785 shares; 2026Q1: 9,750 shares; 2026Q2: 8,342 shares 8,342 $1.14M 0.39% -1,408 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: 36,459 shares; 2024Q4: 39,312 shares; 2025Q1: 81,722 shares; 2025Q2: 88,622 shares; 2025Q3: 93,098 shares; 2025Q4: 41,801 shares; 2026Q1: 41,938 shares; 2026Q2: 46,789 shares 46,789 $1.07M 0.36% +4,851 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,528 shares; 2024Q4: 6,404 shares; 2025Q1: 4,947 shares; 2025Q2: 4,947 shares; 2025Q3: 4,947 shares; 2025Q4: 4,907 shares; 2026Q1: 3,751 shares; 2026Q2: 2,839 shares 2,839 $1.06M 0.36% -912 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: 947 shares; 2024Q4: 2,151 shares; 2025Q1: 2,082 shares; 2025Q2: 2,017 shares; 2025Q3: 1,940 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $1.03M 0.35% 0 Timeline JPIN 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: 18,853 shares; 2024Q4: 18,815 shares; 2025Q1: 18,771 shares; 2025Q2: 17,492 shares; 2025Q3: 16,214 shares; 2025Q4: 16,213 shares; 2026Q1: 14,514 shares; 2026Q2: 13,767 shares 13,767 $995K 0.34% -747 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: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,287 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares; 2026Q2: 1,253 shares 1,253 $936K 0.32% -6 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,941 shares; 2024Q4: 13,018 shares; 2025Q1: 23,788 shares; 2025Q2: 27,120 shares; 2025Q3: 29,539 shares; 2025Q4: 23,600 shares; 2026Q1: 24,326 shares; 2026Q2: 23,451 shares 23,451 $918K 0.31% -875 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,964 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 6,753 shares 6,753 $839K 0.29% +4,941 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: 1,474 shares; 2024Q4: 1,215 shares; 2025Q1: 957 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 932 shares; 2026Q1: 919 shares; 2026Q2: 700 shares 700 $822K 0.28% -219 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,510 shares; 2025Q3: 6,428 shares; 2025Q4: 6,354 shares; 2026Q1: 6,268 shares; 2026Q2: 5,116 shares 5,116 $759K 0.26% -1,152 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: 38,249 shares; 2024Q4: 37,455 shares; 2025Q1: 34,637 shares; 2025Q2: 28,340 shares; 2025Q3: 22,478 shares; 2025Q4: 22,412 shares; 2026Q1: 20,394 shares; 2026Q2: 2,030 shares 2,030 $748K 0.26% -18,364 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: not reported; 2024Q4: 3,141 shares; 2025Q1: 3,198 shares; 2025Q2: 3,181 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 3,361 shares; 2026Q2: 3,117 shares 3,117 $743K 0.25% -244 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: 9,371 shares; 2024Q4: 8,668 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 7,141 shares; 2026Q1: 6,563 shares; 2026Q2: 6,563 shares 6,563 $633K 0.22% 0 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares; 2026Q2: 6,326 shares 6,326 $624K 0.21% -654 Timeline MNA NYLIM ETF TR More: the full row for NYLIM 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: 17,408 shares; 2026Q2: 16,411 shares 16,411 $599K 0.2% -997 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: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,387 shares 1,387 $489K 0.17% -9 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,457 shares; 2024Q4: 4,457 shares; 2025Q1: 4,457 shares; 2025Q2: 4,183 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares; 2026Q2: 1,920 shares 1,920 $487K 0.17% -825 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: 305 shares; 2025Q2: 302 shares; 2025Q3: 307 shares; 2025Q4: 299 shares; 2026Q1: 247 shares; 2026Q2: 1,451 shares 1,451 $438K 0.15% +1,204 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,287 shares; 2025Q1: 2,246 shares; 2025Q2: 2,251 shares; 2025Q3: 2,287 shares; 2025Q4: 2,234 shares; 2026Q1: 2,160 shares; 2026Q2: 1,790 shares 1,790 $411K 0.14% -370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,809 shares; 2025Q3: 1,809 shares; 2025Q4: 1,809 shares; 2026Q1: 1,817 shares; 2026Q2: 2,017 shares 2,017 $404K 0.14% +200 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: 6,271 shares; 2024Q4: 6,192 shares; 2025Q1: 7,474 shares; 2025Q2: 7,573 shares; 2025Q3: 7,340 shares; 2025Q4: 8,042 shares; 2026Q1: 8,497 shares; 2026Q2: 8,812 shares 8,812 $402K 0.14% +315 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares; 2026Q1: 1,553 shares; 2026Q2: 1,553 shares 1,553 $376K 0.13% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 501 shares 501 $375K 0.13% -5 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: not reported; 2024Q4: 1,788 shares; 2025Q1: 1,110 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 971 shares; 2026Q1: 915 shares; 2026Q2: 881 shares 881 $371K 0.13% -34 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares; 2026Q1: 3,949 shares; 2026Q2: 3,914 shares 3,914 $349K 0.12% -35 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: 6,414 shares; 2024Q4: 6,376 shares; 2025Q1: 5,986 shares; 2025Q2: 7,537 shares; 2025Q3: 7,611 shares; 2025Q4: 7,245 shares; 2026Q1: 7,576 shares; 2026Q2: 7,434 shares 7,434 $349K 0.12% -142 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 1,585 shares; 2025Q3: 1,558 shares; 2025Q4: 1,561 shares; 2026Q1: 1,559 shares; 2026Q2: 1,394 shares 1,394 $348K 0.12% -165 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $345K 0.12% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,213 shares; 2024Q4: 9,005 shares; 2025Q1: 9,004 shares; 2025Q2: 9,021 shares; 2025Q3: 8,698 shares; 2025Q4: 9,466 shares; 2026Q1: 9,810 shares; 2026Q2: 9,704 shares 9,704 $327K 0.11% -106 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 1,653 shares; 2025Q3: 1,653 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares; 2026Q2: 1,433 shares 1,433 $313K 0.11% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 4,780 shares; 2025Q3: 4,854 shares; 2025Q4: 4,780 shares; 2026Q1: 3,744 shares; 2026Q2: 3,304 shares 3,304 $309K 0.11% -440 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $306K 0.1% 0 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: 250 shares; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $300K 0.1% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,682 shares; 2025Q3: 6,682 shares; 2025Q4: 6,682 shares; 2026Q1: 5,512 shares; 2026Q2: 5,512 shares 5,512 $295K 0.1% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $265K 0.09% 0 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: 591 shares; 2024Q4: 591 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 401 shares 401 $255K 0.09% -120 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,741 shares; 2024Q4: 12,546 shares; 2025Q1: 12,846 shares; 2025Q2: 11,757 shares; 2025Q3: 11,958 shares; 2025Q4: 11,648 shares; 2026Q1: 11,461 shares; 2026Q2: 10,448 shares 10,448 $252K 0.09% -1,013 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 4,619 shares 4,619 $251K 0.09% new 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: 12,799 shares; 2024Q4: 12,216 shares; 2025Q1: 12,052 shares; 2025Q2: 11,482 shares; 2025Q3: 11,598 shares; 2025Q4: 11,374 shares; 2026Q1: 10,999 shares; 2026Q2: 5,799 shares 5,799 $246K 0.08% -5,200 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,361 shares; 2026Q1: 2,828 shares; 2026Q2: 1,896 shares 1,896 $244K 0.08% -932 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: 580 shares; 2024Q4: 548 shares; 2025Q1: 569 shares; 2025Q2: 548 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 2,826 shares 2,826 $243K 0.08% +2,355 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,991 shares 6,991 $243K 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 500 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $243K 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 278 shares; 2026Q1: 276 shares; 2026Q2: 239 shares 239 $242K 0.08% -37 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 2,157 shares; 2026Q2: 1,832 shares 1,832 $238K 0.08% -325 Timeline JPIB 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: 4,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,181 shares; 2025Q3: not reported; 2025Q4: 4,431 shares; 2026Q1: 4,622 shares; 2026Q2: 4,910 shares 4,910 $237K 0.08% +288 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: 862 shares; 2026Q2: 662 shares 662 $237K 0.08% -200 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: 18,335 shares; 2025Q1: 17,231 shares; 2025Q2: 16,891 shares; 2025Q3: 17,199 shares; 2025Q4: 16,539 shares; 2026Q1: 14,661 shares; 2026Q2: 13,079 shares 13,079 $232K 0.08% -1,582 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: not reported; 2024Q4: not reported; 2025Q1: 1,938 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,116 shares; 2026Q1: 2,201 shares; 2026Q2: 2,146 shares 2,146 $231K 0.08% -55 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,702 shares; 2024Q4: 3,850 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,708 shares; 2026Q1: 3,717 shares; 2026Q2: 3,315 shares 3,315 $230K 0.08% -402 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: not reported; 2026Q1: not reported; 2026Q2: 1,928 shares 1,928 $226K 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $224K 0.08% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 4,238 shares; 2025Q2: 4,244 shares; 2025Q3: 4,244 shares; 2025Q4: 4,244 shares; 2026Q1: 4,244 shares; 2026Q2: 1,496 shares 1,496 $219K 0.07% -2,748 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: not reported; 2024Q4: 603 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 571 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $217K 0.07% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,361 shares; 2025Q1: 1,334 shares; 2025Q2: 1,059 shares; 2025Q3: 1,082 shares; 2025Q4: 1,030 shares; 2026Q1: 1,087 shares; 2026Q2: 955 shares 955 $217K 0.07% -132 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,297 shares; 2026Q2: 1,128 shares 1,128 $211K 0.07% -169 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,065 shares 2,065 $211K 0.07% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 2,880 shares; 2025Q3: 2,979 shares; 2025Q4: 2,937 shares; 2026Q1: 3,034 shares; 2026Q2: 2,906 shares 2,906 $210K 0.07% -128 Timeline EFAX 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: 7,410 shares; 2024Q4: 7,274 shares; 2025Q1: 5,310 shares; 2025Q2: 8,177 shares; 2025Q3: 8,414 shares; 2025Q4: 8,808 shares; 2026Q1: not reported; 2026Q2: 3,869 shares 3,869 $209K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,031 shares; 2026Q1: 996 shares; 2026Q2: 297 shares 297 $204K 0.07% -699 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,782 shares; 2026Q2: 1,090 shares 1,090 $201K 0.07% -692 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 614 shares 614 $201K 0.07% -500 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,019 shares; 2025Q2: 1,993 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,662 shares 1,662 $201K 0.07% new Timeline