GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,540 shares; 2025Q1: 88,452 shares; 2025Q2: 88,400 shares; 2025Q3: 88,457 shares; 2025Q4: 88,107 shares; 2026Q1: 87,834 shares; 2026Q2: 87,866 shares; 2026Q3: 87,824 shares 87,824 $27.4M 5.28% -42 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; 2024Q4: 21,292 shares; 2025Q1: 21,406 shares; 2025Q2: 21,362 shares; 2025Q3: 21,366 shares; 2025Q4: 21,455 shares; 2026Q1: 21,395 shares; 2026Q2: 21,331 shares; 2026Q3: 21,169 shares 21,169 $20.1M 3.88% -162 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,611 shares; 2025Q1: 81,721 shares; 2025Q2: 72,015 shares; 2025Q3: 64,912 shares; 2025Q4: 64,957 shares; 2026Q1: 64,951 shares; 2026Q2: 59,143 shares; 2026Q3: 60,528 shares 60,528 $13.8M 2.66% +1,385 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,937 shares; 2025Q1: 36,299 shares; 2025Q2: 36,029 shares; 2025Q3: 35,661 shares; 2025Q4: 35,514 shares; 2026Q1: 35,558 shares; 2026Q2: 35,679 shares; 2026Q3: 39,534 shares 39,534 $13.2M 2.54% +3,855 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 293,536 shares; 2025Q1: 348,284 shares; 2025Q2: 363,991 shares; 2025Q3: 364,034 shares; 2025Q4: 397,795 shares; 2026Q1: 440,395 shares; 2026Q2: 495,023 shares; 2026Q3: 582,814 shares 582,814 $12.9M 2.48% +87,791 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 177,542 shares; 2025Q1: 225,687 shares; 2025Q2: 253,873 shares; 2025Q3: 252,193 shares; 2025Q4: 251,817 shares; 2026Q1: 246,258 shares; 2026Q2: 253,313 shares; 2026Q3: 252,938 shares 252,938 $12.4M 2.38% -375 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; 2024Q4: 13,922 shares; 2025Q1: 13,954 shares; 2025Q2: 16,461 shares; 2025Q3: 14,588 shares; 2025Q4: 14,448 shares; 2026Q1: 14,241 shares; 2026Q2: 15,926 shares; 2026Q3: 15,521 shares 15,521 $11.5M 2.21% -405 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,378 shares; 2025Q1: 21,635 shares; 2025Q2: 21,666 shares; 2025Q3: 21,674 shares; 2025Q4: 20,975 shares; 2026Q1: 21,315 shares; 2026Q2: 21,552 shares; 2026Q3: 22,232 shares 22,232 $11.4M 2.2% +680 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; 2024Q4: 59,766 shares; 2025Q1: 69,200 shares; 2025Q2: 53,332 shares; 2025Q3: 48,825 shares; 2025Q4: 51,873 shares; 2026Q1: 67,658 shares; 2026Q2: 100,050 shares; 2026Q3: 125,350 shares 125,350 $11.3M 2.17% +25,300 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; 2024Q4: 7,878 shares; 2025Q1: 8,995 shares; 2025Q2: 11,069 shares; 2025Q3: 10,607 shares; 2025Q4: 10,590 shares; 2026Q1: 10,560 shares; 2026Q2: 11,871 shares; 2026Q3: 11,690 shares 11,690 $8.91M 1.72% -181 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; 2024Q4: 97,154 shares; 2025Q1: 94,678 shares; 2025Q2: 98,243 shares; 2025Q3: 98,529 shares; 2025Q4: 97,649 shares; 2026Q1: 96,528 shares; 2026Q2: 95,564 shares; 2026Q3: 94,883 shares 94,883 $8.73M 1.68% -681 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; 2024Q4: 240,399 shares; 2025Q1: 235,436 shares; 2025Q2: 246,991 shares; 2025Q3: 262,338 shares; 2025Q4: 271,393 shares; 2026Q1: 276,481 shares; 2026Q2: 290,411 shares; 2026Q3: 258,673 shares 258,673 $7.76M 1.5% -31,738 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,816 shares; 2025Q1: 8,687 shares; 2025Q2: 8,639 shares; 2025Q3: 8,895 shares; 2025Q4: 8,746 shares; 2026Q1: 8,682 shares; 2026Q2: 9,897 shares; 2026Q3: 9,790 shares 9,790 $7.5M 1.44% -107 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; 2024Q4: 39,079 shares; 2025Q1: 42,203 shares; 2025Q2: 68,406 shares; 2025Q3: 76,135 shares; 2025Q4: 78,568 shares; 2026Q1: 54,922 shares; 2026Q2: 60,131 shares; 2026Q3: 44,814 shares 44,814 $6.79M 1.31% -15,317 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112,154 shares; 2025Q1: 131,354 shares; 2025Q2: 134,649 shares; 2025Q3: 155,911 shares; 2025Q4: 167,919 shares; 2026Q1: 173,996 shares; 2026Q2: 176,327 shares; 2026Q3: 178,843 shares 178,843 $6.57M 1.27% +2,516 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,507 shares; 2025Q1: 14,188 shares; 2025Q2: 15,717 shares; 2025Q3: 14,869 shares; 2025Q4: 15,657 shares; 2026Q1: 16,242 shares; 2026Q2: 16,873 shares; 2026Q3: 17,514 shares 17,514 $6.21M 1.2% +641 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,404 shares; 2025Q1: 17,328 shares; 2025Q2: 18,451 shares; 2025Q3: 18,393 shares; 2025Q4: 19,485 shares; 2026Q1: 19,762 shares; 2026Q2: 19,662 shares; 2026Q3: 23,649 shares 23,649 $5.89M 1.14% +3,987 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; 2024Q4: 19,992 shares; 2025Q1: 28,337 shares; 2025Q2: 32,607 shares; 2025Q3: 39,968 shares; 2025Q4: 42,136 shares; 2026Q1: 50,988 shares; 2026Q2: 61,184 shares; 2026Q3: 84,913 shares 84,913 $5.88M 1.13% +23,729 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; 2024Q4: 158,891 shares; 2025Q1: 168,672 shares; 2025Q2: 177,387 shares; 2025Q3: 187,775 shares; 2025Q4: 193,986 shares; 2026Q1: 193,781 shares; 2026Q2: 201,709 shares; 2026Q3: 203,210 shares 203,210 $5.58M 1.08% +1,501 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; 2024Q4: 153,900 shares; 2025Q1: 145,900 shares; 2025Q2: 142,150 shares; 2025Q3: 130,250 shares; 2025Q4: 137,250 shares; 2026Q1: 132,256 shares; 2026Q2: 129,110 shares; 2026Q3: 127,815 shares 127,815 $5.47M 1.05% -1,295 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,983 shares; 2025Q1: 23,861 shares; 2025Q2: 24,518 shares; 2025Q3: 24,620 shares; 2025Q4: 23,903 shares; 2026Q1: 23,205 shares; 2026Q2: 23,255 shares; 2026Q3: 23,262 shares 23,262 $5.43M 1.05% +7 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,586 shares; 2025Q1: 124,417 shares; 2025Q2: 132,037 shares; 2025Q3: 142,943 shares; 2025Q4: 148,999 shares; 2026Q1: 151,291 shares; 2026Q2: 165,667 shares; 2026Q3: 168,411 shares 168,411 $5.3M 1.02% +2,744 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,830 shares; 2025Q1: 49,422 shares; 2025Q2: 47,012 shares; 2025Q3: 38,166 shares; 2025Q4: 38,874 shares; 2026Q1: 43,092 shares; 2026Q2: 83,511 shares; 2026Q3: 118,913 shares 118,913 $5.24M 1.01% +35,402 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107,520 shares; 2025Q1: 109,520 shares; 2025Q2: 64,930 shares; 2025Q3: 65,336 shares; 2025Q4: 67,236 shares; 2026Q1: 72,136 shares; 2026Q2: 92,966 shares; 2026Q3: 99,606 shares 99,606 $5.24M 1.01% +6,640 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,588 shares; 2026Q2: 34,871 shares; 2026Q3: 66,619 shares 66,619 $5.04M 0.97% +31,748 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,959 shares; 2025Q1: 15,438 shares; 2025Q2: 15,660 shares; 2025Q3: 17,144 shares; 2025Q4: 17,480 shares; 2026Q1: 23,482 shares; 2026Q2: 29,874 shares; 2026Q3: 35,267 shares 35,267 $5.02M 0.97% +5,393 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; 2024Q4: 113,252 shares; 2025Q1: 106,027 shares; 2025Q2: 111,628 shares; 2025Q3: 118,916 shares; 2025Q4: 122,860 shares; 2026Q1: 125,033 shares; 2026Q2: 131,508 shares; 2026Q3: 139,150 shares 139,150 $5M 0.96% +7,642 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,193 shares; 2025Q1: 15,480 shares; 2025Q2: 14,814 shares; 2025Q3: 14,002 shares; 2025Q4: 14,091 shares; 2026Q1: 14,260 shares; 2026Q2: 14,520 shares; 2026Q3: 14,515 shares 14,515 $4.99M 0.96% -5 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,353 shares; 2025Q1: 7,940 shares; 2025Q2: 13,933 shares; 2025Q3: 28,314 shares; 2025Q4: 15,991 shares; 2026Q1: 31,780 shares; 2026Q2: 29,236 shares; 2026Q3: 53,727 shares 53,727 $4.18M 0.81% +24,491 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; 2024Q4: 11,121 shares; 2025Q1: 11,461 shares; 2025Q2: 12,084 shares; 2025Q3: 11,623 shares; 2025Q4: 11,298 shares; 2026Q1: 11,565 shares; 2026Q2: 11,735 shares; 2026Q3: 12,203 shares 12,203 $4.04M 0.78% +468 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,114 shares; 2025Q3: 4,114 shares; 2025Q4: 5,673 shares; 2026Q1: 4,114 shares; 2026Q2: 58,433 shares; 2026Q3: 76,538 shares 76,538 $3.86M 0.74% +18,105 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 4,261 shares; 2025Q4: 4,171 shares; 2026Q1: 6,950 shares; 2026Q2: 6,913 shares; 2026Q3: 6,927 shares 6,927 $3.54M 0.68% +14 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,405 shares; 2025Q1: 16,800 shares; 2025Q2: 17,015 shares; 2025Q3: 14,538 shares; 2025Q4: 14,154 shares; 2026Q1: 13,837 shares; 2026Q2: 13,504 shares; 2026Q3: 13,319 shares 13,319 $3.53M 0.68% -185 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,917 shares; 2025Q1: 5,496 shares; 2025Q2: 6,867 shares; 2025Q3: 5,503 shares; 2025Q4: 7,459 shares; 2026Q1: 11,055 shares; 2026Q2: 12,545 shares; 2026Q3: 14,998 shares 14,998 $3.42M 0.66% +2,453 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,147 shares; 2025Q1: 3,201 shares; 2025Q2: 3,338 shares; 2025Q3: 3,344 shares; 2025Q4: 3,625 shares; 2026Q1: 3,749 shares; 2026Q2: 3,959 shares; 2026Q3: 4,718 shares 4,718 $3.42M 0.66% +759 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,536 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: 8,926 shares; 2025Q4: 8,868 shares; 2026Q1: 8,867 shares; 2026Q2: 8,853 shares; 2026Q3: 8,868 shares 8,868 $3.32M 0.64% +15 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,089 shares; 2025Q1: 18,639 shares; 2025Q2: 18,639 shares; 2025Q3: 19,489 shares; 2025Q4: 3,639 shares; 2026Q1: 41,752 shares; 2026Q2: 58,552 shares; 2026Q3: 58,458 shares 58,458 $3.29M 0.63% -94 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,692 shares; 2025Q1: 55,605 shares; 2025Q2: 57,439 shares; 2025Q3: 53,206 shares; 2025Q4: 52,167 shares; 2026Q1: 79,222 shares; 2026Q2: 36,767 shares; 2026Q3: 34,395 shares 34,395 $3.15M 0.61% -2,372 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,098 shares; 2026Q2: 61,365 shares; 2026Q3: 85,935 shares 85,935 $3.12M 0.6% +24,570 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,406 shares; 2025Q1: 79,365 shares; 2025Q2: 80,611 shares; 2025Q3: 80,945 shares; 2025Q4: 69,677 shares; 2026Q1: 62,820 shares; 2026Q2: 63,145 shares; 2026Q3: 60,350 shares 60,350 $3.04M 0.59% -2,795 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,223 shares; 2025Q1: 12,524 shares; 2025Q2: 12,524 shares; 2025Q3: 11,057 shares; 2025Q4: 10,944 shares; 2026Q1: 11,093 shares; 2026Q2: 18,640 shares; 2026Q3: 21,155 shares 21,155 $3.03M 0.58% +2,515 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; 2024Q4: 22,538 shares; 2025Q1: 22,932 shares; 2025Q2: 25,202 shares; 2025Q3: 25,326 shares; 2025Q4: 25,210 shares; 2026Q1: 25,817 shares; 2026Q2: 25,985 shares; 2026Q3: 27,389 shares 27,389 $2.95M 0.57% +1,404 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,882 shares; 2025Q1: 17,390 shares; 2025Q2: 18,687 shares; 2025Q3: 18,464 shares; 2025Q4: 18,610 shares; 2026Q1: 19,333 shares; 2026Q2: 19,376 shares; 2026Q3: 29,001 shares 29,001 $2.93M 0.57% +9,625 Timeline IDMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,750 shares; 2026Q1: 29,650 shares; 2026Q2: 56,380 shares; 2026Q3: 46,800 shares 46,800 $2.86M 0.55% -9,580 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,489 shares; 2025Q1: 24,961 shares; 2025Q2: 25,045 shares; 2025Q3: 25,959 shares; 2025Q4: 26,018 shares; 2026Q1: 27,170 shares; 2026Q2: 26,325 shares; 2026Q3: 27,175 shares 27,175 $2.82M 0.54% +850 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,072 shares; 2025Q1: 89,378 shares; 2025Q2: 97,981 shares; 2025Q3: 97,782 shares; 2025Q4: 92,641 shares; 2026Q1: 95,691 shares; 2026Q2: 101,521 shares; 2026Q3: 108,758 shares 108,758 $2.82M 0.54% +7,237 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,002 shares; 2025Q1: 5,951 shares; 2025Q2: 6,105 shares; 2025Q3: 6,242 shares; 2025Q4: 6,102 shares; 2026Q1: 6,057 shares; 2026Q2: 6,252 shares; 2026Q3: 6,521 shares 6,521 $2.75M 0.53% +269 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; 2024Q4: 2,750 shares; 2025Q1: 2,891 shares; 2025Q2: 2,415 shares; 2025Q3: 2,391 shares; 2025Q4: 2,294 shares; 2026Q1: 2,302 shares; 2026Q2: 2,351 shares; 2026Q3: 2,372 shares 2,372 $2.74M 0.53% +21 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,944 shares; 2025Q1: 19,135 shares; 2025Q2: 21,154 shares; 2025Q3: 13,974 shares; 2025Q4: 15,000 shares; 2026Q1: 47,848 shares; 2026Q2: 96,656 shares; 2026Q3: 123,592 shares 123,592 $2.7M 0.52% +26,936 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,804 shares; 2025Q1: 3,904 shares; 2025Q2: 4,204 shares; 2025Q3: 4,279 shares; 2025Q4: 4,583 shares; 2026Q1: 4,766 shares; 2026Q2: 4,811 shares; 2026Q3: 7,431 shares 7,431 $2.67M 0.51% +2,620 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,797 shares; 2025Q1: 45,889 shares; 2025Q2: 48,503 shares; 2025Q3: 53,916 shares; 2025Q4: 54,910 shares; 2026Q1: 54,941 shares; 2026Q2: 56,495 shares; 2026Q3: 48,013 shares 48,013 $2.58M 0.5% -8,482 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,539 shares; 2025Q1: 36,205 shares; 2025Q2: 25,192 shares; 2025Q3: 24,482 shares; 2025Q4: 23,853 shares; 2026Q1: 23,465 shares; 2026Q2: 24,200 shares; 2026Q3: 26,478 shares 26,478 $2.57M 0.5% +2,278 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,660 shares; 2025Q3: 22,628 shares; 2025Q4: 23,937 shares; 2026Q1: 32,691 shares; 2026Q2: 29,687 shares; 2026Q3: 57,580 shares 57,580 $2.53M 0.49% +27,893 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,438 shares; 2025Q1: 79,930 shares; 2025Q2: 82,695 shares; 2025Q3: 66,923 shares; 2025Q4: 65,863 shares; 2026Q1: 66,145 shares; 2026Q2: 67,781 shares; 2026Q3: 68,343 shares 68,343 $2.53M 0.49% +562 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,531 shares; 2025Q1: 16,741 shares; 2025Q2: 16,654 shares; 2025Q3: 14,974 shares; 2025Q4: 14,736 shares; 2026Q1: 14,830 shares; 2026Q2: 14,726 shares; 2026Q3: 16,004 shares 16,004 $2.34M 0.45% +1,278 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,830 shares; 2025Q3: 54,541 shares; 2025Q4: 63,698 shares; 2026Q1: not reported; 2026Q2: 46,054 shares; 2026Q3: 33,621 shares 33,621 $2.33M 0.45% -12,433 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; 2024Q4: 98,285 shares; 2025Q1: 89,596 shares; 2025Q2: 91,257 shares; 2025Q3: 93,693 shares; 2025Q4: 89,938 shares; 2026Q1: 92,559 shares; 2026Q2: 95,267 shares; 2026Q3: 95,633 shares 95,633 $2.33M 0.45% +366 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,352 shares; 2025Q1: 9,152 shares; 2025Q2: 8,984 shares; 2025Q3: 8,600 shares; 2025Q4: 8,063 shares; 2026Q1: 8,305 shares; 2026Q2: 8,489 shares; 2026Q3: 8,683 shares 8,683 $2.3M 0.44% +194 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,060 shares; 2026Q2: 30,264 shares; 2026Q3: 46,701 shares 46,701 $2.29M 0.44% +16,437 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,287 shares; 2026Q3: 74,738 shares 74,738 $2.23M 0.43% +20,451 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,559 shares; 2025Q1: 88,131 shares; 2025Q2: 92,677 shares; 2025Q3: 89,411 shares; 2025Q4: 82,418 shares; 2026Q1: 83,169 shares; 2026Q2: 82,562 shares; 2026Q3: 76,744 shares 76,744 $2.2M 0.42% -5,818 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,293 shares; 2025Q3: 45,727 shares; 2025Q4: 53,301 shares; 2026Q1: not reported; 2026Q2: 32,161 shares; 2026Q3: 22,924 shares 22,924 $2.19M 0.42% -9,237 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,851 shares; 2025Q3: 23,017 shares; 2025Q4: 25,625 shares; 2026Q1: 37,724 shares; 2026Q2: 39,879 shares; 2026Q3: 46,005 shares 46,005 $2.17M 0.42% +6,126 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,165 shares; 2025Q1: 13,509 shares; 2025Q2: 15,467 shares; 2025Q3: 15,884 shares; 2025Q4: 15,921 shares; 2026Q1: 15,489 shares; 2026Q2: 15,652 shares; 2026Q3: 15,800 shares 15,800 $2.17M 0.42% +148 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,529 shares; 2025Q1: 37,856 shares; 2025Q2: 40,355 shares; 2025Q3: 40,336 shares; 2025Q4: 41,235 shares; 2026Q1: 43,123 shares; 2026Q2: 43,168 shares; 2026Q3: 42,803 shares 42,803 $2.15M 0.41% -365 Timeline IUS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,530 shares; 2026Q3: 31,440 shares 31,440 $2.13M 0.41% +16,910 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,609 shares; 2025Q1: 4,929 shares; 2025Q2: 4,941 shares; 2025Q3: 4,912 shares; 2025Q4: 4,880 shares; 2026Q1: 4,858 shares; 2026Q2: 4,862 shares; 2026Q3: 4,827 shares 4,827 $2.1M 0.4% -35 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,043 shares; 2025Q1: 53,402 shares; 2025Q2: 55,855 shares; 2025Q3: 48,198 shares; 2025Q4: 46,656 shares; 2026Q1: 47,064 shares; 2026Q2: 46,808 shares; 2026Q3: 47,099 shares 47,099 $2.1M 0.4% +291 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,731 shares; 2025Q1: 9,364 shares; 2025Q2: 9,108 shares; 2025Q3: 8,525 shares; 2025Q4: 8,421 shares; 2026Q1: 8,752 shares; 2026Q2: 8,782 shares; 2026Q3: 7,339 shares 7,339 $2.04M 0.39% -1,443 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; 2024Q4: 15,071 shares; 2025Q1: 32,182 shares; 2025Q2: 34,756 shares; 2025Q3: 34,945 shares; 2025Q4: 35,981 shares; 2026Q1: 38,508 shares; 2026Q2: 38,576 shares; 2026Q3: 38,682 shares 38,682 $2M 0.39% +106 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,694 shares; 2025Q1: 30,687 shares; 2025Q2: 30,632 shares; 2025Q3: 30,604 shares; 2025Q4: 30,451 shares; 2026Q1: 30,447 shares; 2026Q2: 30,447 shares; 2026Q3: 30,447 shares 30,447 $1.99M 0.38% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 7,958 shares; 2025Q3: 8,913 shares; 2025Q4: 9,047 shares; 2026Q1: 9,598 shares; 2026Q2: 10,262 shares; 2026Q3: 10,598 shares 10,598 $1.98M 0.38% +336 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; 2024Q4: 1,759 shares; 2025Q1: 1,898 shares; 2025Q2: 1,978 shares; 2025Q3: 1,870 shares; 2025Q4: 1,926 shares; 2026Q1: 1,993 shares; 2026Q2: 1,971 shares; 2026Q3: 2,120 shares 2,120 $1.93M 0.37% +149 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,055 shares; 2025Q1: 33,825 shares; 2025Q2: 38,278 shares; 2025Q3: 39,137 shares; 2025Q4: 39,948 shares; 2026Q1: 40,665 shares; 2026Q2: 41,465 shares; 2026Q3: 42,172 shares 42,172 $1.91M 0.37% +707 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,661 shares; 2026Q3: 37,852 shares 37,852 $1.9M 0.37% +13,191 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,334 shares; 2025Q1: 16,531 shares; 2025Q2: 15,895 shares; 2025Q3: 14,440 shares; 2025Q4: 13,126 shares; 2026Q1: 13,062 shares; 2026Q2: 12,300 shares; 2026Q3: 12,293 shares 12,293 $1.87M 0.36% -7 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,023 shares; 2025Q1: 16,408 shares; 2025Q2: 27,200 shares; 2025Q3: 19,960 shares; 2025Q4: 18,153 shares; 2026Q1: 22,437 shares; 2026Q2: 19,505 shares; 2026Q3: 16,893 shares 16,893 $1.86M 0.36% -2,612 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; 2024Q4: 38,780 shares; 2025Q1: 27,060 shares; 2025Q2: 38,017 shares; 2025Q3: 21,758 shares; 2025Q4: 20,708 shares; 2026Q1: 22,608 shares; 2026Q2: 26,852 shares; 2026Q3: 22,102 shares 22,102 $1.86M 0.36% -4,750 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,110 shares; 2025Q3: 23,837 shares; 2025Q4: 24,244 shares; 2026Q1: 25,284 shares; 2026Q2: 25,634 shares; 2026Q3: 26,402 shares 26,402 $1.84M 0.35% +768 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,340 shares; 2025Q1: 31,391 shares; 2025Q2: 31,985 shares; 2025Q3: 31,736 shares; 2025Q4: 31,813 shares; 2026Q1: 31,766 shares; 2026Q2: 31,921 shares; 2026Q3: 32,815 shares 32,815 $1.79M 0.34% +894 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,735 shares; 2025Q1: 54,709 shares; 2025Q2: 54,643 shares; 2025Q3: 41,439 shares; 2025Q4: 36,399 shares; 2026Q1: 36,058 shares; 2026Q2: 36,488 shares; 2026Q3: 36,847 shares 36,847 $1.75M 0.34% +359 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,362 shares; 2025Q1: 20,972 shares; 2025Q2: 22,381 shares; 2025Q3: 23,713 shares; 2025Q4: 24,327 shares; 2026Q1: 24,611 shares; 2026Q2: 26,685 shares; 2026Q3: 47,737 shares 47,737 $1.74M 0.34% +21,052 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,608 shares; 2025Q1: 7,756 shares; 2025Q2: 8,128 shares; 2025Q3: 8,143 shares; 2025Q4: 8,221 shares; 2026Q1: 8,531 shares; 2026Q2: 8,732 shares; 2026Q3: 9,164 shares 9,164 $1.7M 0.33% +432 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares; 2026Q3: 6,000 shares 6,000 $1.69M 0.33% 0 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,567 shares; 2025Q2: 30,251 shares; 2025Q3: 24,296 shares; 2025Q4: 26,216 shares; 2026Q1: 33,728 shares; 2026Q2: 32,998 shares; 2026Q3: 39,891 shares 39,891 $1.69M 0.33% +6,893 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,198 shares; 2025Q1: 11,445 shares; 2025Q2: 11,370 shares; 2025Q3: 12,210 shares; 2025Q4: 12,277 shares; 2026Q1: 12,500 shares; 2026Q2: 12,653 shares; 2026Q3: 12,228 shares 12,228 $1.62M 0.31% -425 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; 2024Q4: 34,271 shares; 2025Q1: 35,148 shares; 2025Q2: 37,587 shares; 2025Q3: 40,033 shares; 2025Q4: 41,573 shares; 2026Q1: 42,255 shares; 2026Q2: 44,699 shares; 2026Q3: 49,472 shares 49,472 $1.61M 0.31% +4,773 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,693 shares; 2025Q1: 6,864 shares; 2025Q2: 7,275 shares; 2025Q3: 7,179 shares; 2025Q4: 7,394 shares; 2026Q1: 7,576 shares; 2026Q2: 7,691 shares; 2026Q3: 7,866 shares 7,866 $1.6M 0.31% +175 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,357 shares; 2025Q4: 46,615 shares; 2026Q1: 47,268 shares; 2026Q2: 45,268 shares; 2026Q3: 45,544 shares 45,544 $1.59M 0.31% +276 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,910 shares; 2025Q1: 37,294 shares; 2025Q2: 39,243 shares; 2025Q3: 39,820 shares; 2025Q4: 39,137 shares; 2026Q1: 39,565 shares; 2026Q2: 38,973 shares; 2026Q3: 39,527 shares 39,527 $1.57M 0.3% +554 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,700 shares; 2025Q1: 27,700 shares; 2025Q2: 27,794 shares; 2025Q3: 26,494 shares; 2025Q4: 25,694 shares; 2026Q1: 22,094 shares; 2026Q2: 22,081 shares; 2026Q3: 22,081 shares 22,081 $1.56M 0.3% 0 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,730 shares; 2026Q2: 18,220 shares; 2026Q3: 39,240 shares 39,240 $1.56M 0.3% +21,020 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,065 shares 18,065 $1.54M 0.3% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,467 shares; 2025Q1: 60,384 shares; 2025Q2: 64,742 shares; 2025Q3: 69,099 shares; 2025Q4: 71,053 shares; 2026Q1: 70,351 shares; 2026Q2: 72,954 shares; 2026Q3: 69,328 shares 69,328 $1.53M 0.29% -3,626 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,060 shares 10,060 $1.52M 0.29% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,732 shares; 2025Q1: 16,120 shares; 2025Q2: 16,405 shares; 2025Q3: 15,643 shares; 2025Q4: 16,069 shares; 2026Q1: 16,664 shares; 2026Q2: 15,912 shares; 2026Q3: 15,591 shares 15,591 $1.52M 0.29% -321 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,659 shares; 2025Q1: 10,182 shares; 2025Q2: 10,891 shares; 2025Q3: 10,565 shares; 2025Q4: 10,601 shares; 2026Q1: 9,108 shares; 2026Q2: 9,022 shares; 2026Q3: 9,089 shares 9,089 $1.52M 0.29% +67 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,495 shares; 2025Q1: 53,204 shares; 2025Q2: 54,820 shares; 2025Q3: 55,457 shares; 2025Q4: 56,263 shares; 2026Q1: 58,808 shares; 2026Q2: 60,468 shares; 2026Q3: 61,354 shares 61,354 $1.46M 0.28% +886 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,257 shares; 2026Q3: 25,766 shares 25,766 $1.46M 0.28% -7,491 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,283 shares; 2025Q1: 2,278 shares; 2025Q2: 2,294 shares; 2025Q3: 2,086 shares; 2025Q4: 2,079 shares; 2026Q1: 2,079 shares; 2026Q2: 2,109 shares; 2026Q3: 2,868 shares 2,868 $1.43M 0.28% +759 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,706 shares; 2025Q1: 7,437 shares; 2025Q2: 8,068 shares; 2025Q3: 8,199 shares; 2025Q4: 7,662 shares; 2026Q1: 6,838 shares; 2026Q2: 7,013 shares; 2026Q3: 7,480 shares 7,480 $1.39M 0.27% +467 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,922 shares; 2025Q1: 9,922 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 18,940 shares; 2026Q1: 18,940 shares; 2026Q2: 17,454 shares; 2026Q3: 17,454 shares 17,454 $1.36M 0.26% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,510 shares; 2025Q1: 6,709 shares; 2025Q2: 6,267 shares; 2025Q3: 5,746 shares; 2025Q4: 5,774 shares; 2026Q1: 5,948 shares; 2026Q2: 5,987 shares; 2026Q3: 6,043 shares 6,043 $1.35M 0.26% +56 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; 2024Q4: 2,663 shares; 2025Q1: 2,873 shares; 2025Q2: 3,428 shares; 2025Q3: 3,188 shares; 2025Q4: 3,470 shares; 2026Q1: 4,168 shares; 2026Q2: 4,468 shares; 2026Q3: 4,754 shares 4,754 $1.35M 0.26% +286 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,116 shares; 2025Q1: 15,116 shares; 2025Q2: 14,074 shares; 2025Q3: 20,925 shares; 2025Q4: 21,247 shares; 2026Q1: 20,870 shares; 2026Q2: 21,611 shares; 2026Q3: 22,071 shares 22,071 $1.35M 0.26% +460 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; 2024Q4: 32,501 shares; 2025Q1: 33,780 shares; 2025Q2: 34,356 shares; 2025Q3: 38,673 shares; 2025Q4: 44,098 shares; 2026Q1: 48,844 shares; 2026Q2: 52,725 shares; 2026Q3: 55,320 shares 55,320 $1.32M 0.25% +2,595 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,127 shares; 2025Q1: 188,092 shares; 2025Q2: 209,534 shares; 2025Q3: 188,906 shares; 2025Q4: 261,926 shares; 2026Q1: 226,276 shares; 2026Q2: 64,689 shares; 2026Q3: 58,544 shares 58,544 $1.32M 0.25% -6,145 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25,645 shares 25,645 $1.31M 0.25% new 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; 2024Q4: 20,400 shares; 2025Q1: 19,051 shares; 2025Q2: 18,905 shares; 2025Q3: 18,334 shares; 2025Q4: 18,273 shares; 2026Q1: 18,529 shares; 2026Q2: 18,477 shares; 2026Q3: 18,150 shares 18,150 $1.28M 0.25% -327 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,157 shares; 2025Q1: 9,898 shares; 2025Q2: 9,805 shares; 2025Q3: 9,822 shares; 2025Q4: 19,041 shares; 2026Q1: 19,132 shares; 2026Q2: 18,853 shares; 2026Q3: 18,629 shares 18,629 $1.28M 0.25% -224 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,919 shares; 2025Q1: 19,050 shares; 2025Q2: 19,058 shares; 2025Q3: 18,350 shares; 2025Q4: 17,697 shares; 2026Q1: 21,504 shares; 2026Q2: 21,523 shares; 2026Q3: 17,163 shares 17,163 $1.23M 0.24% -4,360 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 53,642 shares; 2025Q2: 53,642 shares; 2025Q3: 53,642 shares; 2025Q4: 33,642 shares; 2026Q1: 38,642 shares; 2026Q2: 38,642 shares; 2026Q3: 63,642 shares 63,642 $1.22M 0.23% +25,000 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; 2024Q4: 5,783 shares; 2025Q1: 5,953 shares; 2025Q2: 5,600 shares; 2025Q3: 6,119 shares; 2025Q4: 6,873 shares; 2026Q1: 6,937 shares; 2026Q2: 7,491 shares; 2026Q3: 8,266 shares 8,266 $1.2M 0.23% +775 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,337 shares; 2025Q1: 3,432 shares; 2025Q2: 3,304 shares; 2025Q3: 3,783 shares; 2025Q4: 3,421 shares; 2026Q1: 3,332 shares; 2026Q2: 3,354 shares; 2026Q3: 3,504 shares 3,504 $1.19M 0.23% +150 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; 2024Q4: 12,863 shares; 2025Q1: 12,869 shares; 2025Q2: 12,263 shares; 2025Q3: 10,609 shares; 2025Q4: 8,953 shares; 2026Q1: 8,541 shares; 2026Q2: 7,679 shares; 2026Q3: 7,647 shares 7,647 $1.19M 0.23% -32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,722 shares 17,722 $1.18M 0.23% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,250 shares 11,250 $1.17M 0.23% 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; 2024Q4: 12,000 shares; 2025Q1: 10,992 shares; 2025Q2: 12,023 shares; 2025Q3: 10,342 shares; 2025Q4: 10,876 shares; 2026Q1: 14,066 shares; 2026Q2: 19,858 shares; 2026Q3: 13,060 shares 13,060 $1.17M 0.23% -6,798 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,086 shares; 2025Q1: 2,887 shares; 2025Q2: 4,537 shares; 2025Q3: 5,161 shares; 2025Q4: 4,400 shares; 2026Q1: 4,415 shares; 2026Q2: 4,457 shares; 2026Q3: 4,419 shares 4,419 $1.16M 0.22% -38 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; 2024Q4: 16,138 shares; 2025Q1: 16,827 shares; 2025Q2: 17,696 shares; 2025Q3: 19,244 shares; 2025Q4: 20,206 shares; 2026Q1: 21,009 shares; 2026Q2: 22,193 shares; 2026Q3: 22,623 shares 22,623 $1.13M 0.22% +430 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 7,610 shares; 2025Q4: 8,307 shares; 2026Q1: 9,254 shares; 2026Q2: 9,586 shares; 2026Q3: 9,958 shares 9,958 $1.12M 0.22% +372 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,028 shares; 2025Q1: 8,263 shares; 2025Q2: 8,387 shares; 2025Q3: 7,513 shares; 2025Q4: 7,560 shares; 2026Q1: 8,119 shares; 2026Q2: 8,313 shares; 2026Q3: 8,648 shares 8,648 $1.1M 0.21% +335 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,718 shares; 2025Q2: 6,068 shares; 2025Q3: 7,297 shares; 2025Q4: 6,709 shares; 2026Q1: 16,721 shares; 2026Q2: 21,682 shares; 2026Q3: 19,792 shares 19,792 $1.07M 0.21% -1,890 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,572 shares; 2025Q1: 34,366 shares; 2025Q2: 34,835 shares; 2025Q3: 34,791 shares; 2025Q4: 34,133 shares; 2026Q1: 34,240 shares; 2026Q2: 35,340 shares; 2026Q3: 35,483 shares 35,483 $1.06M 0.2% +143 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,368 shares; 2025Q1: 6,456 shares; 2025Q2: 6,616 shares; 2025Q3: 6,500 shares; 2025Q4: 6,680 shares; 2026Q1: 6,691 shares; 2026Q2: 6,755 shares; 2026Q3: 6,716 shares 6,716 $1.06M 0.2% -39 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,903 shares; 2025Q1: 13,088 shares; 2025Q2: 13,162 shares; 2025Q3: 14,235 shares; 2025Q4: 14,517 shares; 2026Q1: 14,213 shares; 2026Q2: 15,761 shares; 2026Q3: 16,596 shares 16,596 $1.04M 0.2% +835 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,103 shares; 2025Q3: 8,405 shares; 2025Q4: 4,268 shares; 2026Q1: 10,483 shares; 2026Q2: 19,462 shares; 2026Q3: 17,170 shares 17,170 $1.03M 0.2% -2,292 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; 2024Q4: 2,557 shares; 2025Q1: 2,550 shares; 2025Q2: 2,552 shares; 2025Q3: 2,699 shares; 2025Q4: 3,068 shares; 2026Q1: 3,579 shares; 2026Q2: 3,277 shares; 2026Q3: 3,239 shares 3,239 $987K 0.19% -38 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,758 shares; 2025Q1: 8,396 shares; 2025Q2: 7,988 shares; 2025Q3: 7,693 shares; 2025Q4: 7,744 shares; 2026Q1: 7,042 shares; 2026Q2: 6,574 shares; 2026Q3: 6,281 shares 6,281 $984K 0.19% -293 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,262 shares; 2025Q1: 40,085 shares; 2025Q2: 40,085 shares; 2025Q3: 42,085 shares; 2025Q4: 25,085 shares; 2026Q1: 39,005 shares; 2026Q2: 39,005 shares; 2026Q3: 40,287 shares 40,287 $966K 0.19% +1,282 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,526 shares; 2025Q1: 44,106 shares; 2025Q2: 44,983 shares; 2025Q3: 45,140 shares; 2025Q4: 44,719 shares; 2026Q1: 45,092 shares; 2026Q2: 46,576 shares; 2026Q3: 46,574 shares 46,574 $959K 0.18% -2 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,253 shares; 2025Q1: 25,162 shares; 2025Q2: 32,836 shares; 2025Q3: 31,804 shares; 2025Q4: 30,699 shares; 2026Q1: 28,760 shares; 2026Q2: 13,119 shares; 2026Q3: 11,992 shares 11,992 $949K 0.18% -1,127 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,130 shares; 2025Q1: 11,472 shares; 2025Q2: 11,448 shares; 2025Q3: 11,633 shares; 2025Q4: 11,184 shares; 2026Q1: 9,089 shares; 2026Q2: 9,470 shares; 2026Q3: 10,964 shares 10,964 $948K 0.18% +1,494 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,571 shares; 2025Q1: 40,535 shares; 2025Q2: 39,067 shares; 2025Q3: 8,897 shares; 2025Q4: 8,797 shares; 2026Q1: 7,847 shares; 2026Q2: 7,747 shares; 2026Q3: 7,747 shares 7,747 $931K 0.18% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,685 shares; 2025Q1: 41,552 shares; 2025Q2: 41,522 shares; 2025Q3: 37,116 shares; 2025Q4: 39,056 shares; 2026Q1: 40,312 shares; 2026Q2: 42,893 shares; 2026Q3: 43,777 shares 43,777 $927K 0.18% +884 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,355 shares; 2025Q1: 2,452 shares; 2025Q2: 2,478 shares; 2025Q3: 2,482 shares; 2025Q4: 2,430 shares; 2026Q1: 2,461 shares; 2026Q2: 2,485 shares; 2026Q3: 2,491 shares 2,491 $905K 0.17% +6 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; 2024Q4: 35,546 shares; 2025Q1: 24,505 shares; 2025Q2: 24,552 shares; 2025Q3: 24,919 shares; 2025Q4: 19,486 shares; 2026Q1: 17,824 shares; 2026Q2: 17,739 shares; 2026Q3: 19,125 shares 19,125 $877K 0.17% +1,386 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,097 shares; 2025Q1: 13,218 shares; 2025Q2: 12,335 shares; 2025Q3: 9,787 shares; 2025Q4: 7,701 shares; 2026Q1: 7,472 shares; 2026Q2: 7,097 shares; 2026Q3: 7,043 shares 7,043 $867K 0.17% -54 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 36,652 shares; 2025Q2: not reported; 2025Q3: 4,363 shares; 2025Q4: 4,920 shares; 2026Q1: 6,453 shares; 2026Q2: 16,653 shares; 2026Q3: 17,453 shares 17,453 $863K 0.17% +800 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,634 shares; 2025Q1: 10,148 shares; 2025Q2: 12,119 shares; 2025Q3: 12,302 shares; 2025Q4: 8,961 shares; 2026Q1: 9,972 shares; 2026Q2: 4,360 shares; 2026Q3: 3,849 shares 3,849 $855K 0.16% -511 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,718 shares; 2025Q1: 10,809 shares; 2025Q2: 12,059 shares; 2025Q3: 11,962 shares; 2025Q4: 11,929 shares; 2026Q1: 11,677 shares; 2026Q2: 11,460 shares; 2026Q3: 10,567 shares 10,567 $839K 0.16% -893 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,088 shares; 2025Q1: 8,203 shares; 2025Q2: 8,219 shares; 2025Q3: 8,292 shares; 2025Q4: 7,928 shares; 2026Q1: 7,943 shares; 2026Q2: 8,167 shares; 2026Q3: 8,194 shares 8,194 $837K 0.16% +27 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 26,100 shares; 2026Q1: 26,289 shares; 2026Q2: 26,553 shares; 2026Q3: 26,921 shares 26,921 $833K 0.16% +368 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,350 shares; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: 9,070 shares; 2025Q4: 12,600 shares; 2026Q1: 19,031 shares; 2026Q2: 23,831 shares; 2026Q3: 8,001 shares 8,001 $826K 0.16% -15,830 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,123 shares; 2025Q1: 1,254 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,433 shares; 2026Q1: 1,453 shares; 2026Q2: 1,457 shares; 2026Q3: 1,496 shares 1,496 $817K 0.16% +39 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,891 shares; 2025Q1: 11,933 shares; 2025Q2: 10,950 shares; 2025Q3: 10,715 shares; 2025Q4: 10,464 shares; 2026Q1: 8,364 shares; 2026Q2: 8,091 shares; 2026Q3: 7,671 shares 7,671 $805K 0.16% -420 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,053 shares; 2025Q1: 25,831 shares; 2025Q2: 26,583 shares; 2025Q3: 25,055 shares; 2025Q4: 26,709 shares; 2026Q1: 27,283 shares; 2026Q2: 30,771 shares; 2026Q3: 31,621 shares 31,621 $790K 0.15% +850 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; 2024Q4: 5,702 shares; 2025Q1: 5,870 shares; 2025Q2: 2,714 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,304 shares; 2026Q2: 1,295 shares; 2026Q3: 1,289 shares 1,289 $789K 0.15% -6 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,900 shares; 2025Q4: 50,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares; 2026Q3: 100,000 shares 100,000 $784K 0.15% 0 Timeline JSCP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,202 shares; 2026Q3: 16,578 shares 16,578 $762K 0.15% +3,376 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,480 shares; 2025Q1: 14,769 shares; 2025Q2: 19,701 shares; 2025Q3: 21,314 shares; 2025Q4: 22,833 shares; 2026Q1: 24,529 shares; 2026Q2: 16,845 shares; 2026Q3: 14,871 shares 14,871 $755K 0.15% -1,974 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,191 shares; 2025Q4: 27,863 shares; 2026Q1: 28,482 shares; 2026Q2: 29,525 shares; 2026Q3: 30,044 shares 30,044 $748K 0.14% +519 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,733 shares; 2025Q1: 8,802 shares; 2025Q2: 9,450 shares; 2025Q3: 9,444 shares; 2025Q4: 9,445 shares; 2026Q1: 9,404 shares; 2026Q2: 9,020 shares; 2026Q3: 9,153 shares 9,153 $748K 0.14% +133 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,215 shares 8,215 $743K 0.14% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,796 shares; 2026Q3: 3,491 shares 3,491 $736K 0.14% -305 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,768 shares; 2025Q1: 24,634 shares; 2025Q2: 25,918 shares; 2025Q3: 22,135 shares; 2025Q4: 22,295 shares; 2026Q1: 41,658 shares; 2026Q2: 48,325 shares; 2026Q3: 25,456 shares 25,456 $726K 0.14% -22,869 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; 2024Q4: 1,045 shares; 2025Q1: 1,088 shares; 2025Q2: 1,156 shares; 2025Q3: 943 shares; 2025Q4: 1,067 shares; 2026Q1: 1,110 shares; 2026Q2: 1,135 shares; 2026Q3: 1,379 shares 1,379 $702K 0.14% +244 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,200 shares; 2025Q4: 1,142 shares; 2026Q1: 1,127 shares; 2026Q2: 1,123 shares; 2026Q3: 1,123 shares 1,123 $684K 0.13% 0 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; 2024Q4: 2,207 shares; 2025Q1: 2,198 shares; 2025Q2: 7,455 shares; 2025Q3: 3,623 shares; 2025Q4: 4,014 shares; 2026Q1: 1,770 shares; 2026Q2: 1,746 shares; 2026Q3: 1,771 shares 1,771 $674K 0.13% +25 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,180 shares; 2025Q1: 2,292 shares; 2025Q2: 2,337 shares; 2025Q3: 2,339 shares; 2025Q4: 2,359 shares; 2026Q1: 2,256 shares; 2026Q2: 2,175 shares; 2026Q3: 2,164 shares 2,164 $667K 0.13% -11 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,345 shares; 2026Q2: 2,747 shares; 2026Q3: 3,141 shares 3,141 $659K 0.13% +394 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,040 shares 4,040 $657K 0.13% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,223 shares; 2025Q2: 10,487 shares; 2025Q3: 10,521 shares; 2025Q4: 11,004 shares; 2026Q1: 6,449 shares; 2026Q2: 6,609 shares; 2026Q3: 7,968 shares 7,968 $655K 0.13% +1,359 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20,100 shares 20,100 $654K 0.13% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,734 shares; 2025Q1: 12,109 shares; 2025Q2: 12,113 shares; 2025Q3: 12,642 shares; 2025Q4: 12,336 shares; 2026Q1: 12,347 shares; 2026Q2: 12,314 shares; 2026Q3: 12,050 shares 12,050 $643K 0.12% -264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares; 2026Q3: 585 shares 585 $623K 0.12% +185 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,141 shares; 2025Q1: 5,046 shares; 2025Q2: 4,792 shares; 2025Q3: 4,079 shares; 2025Q4: 3,663 shares; 2026Q1: 6,461 shares; 2026Q2: 6,112 shares; 2026Q3: 3,014 shares 3,014 $616K 0.12% -3,098 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 494 shares; 2025Q1: 518 shares; 2025Q2: 519 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 4,819 shares; 2026Q3: 4,799 shares 4,799 $603K 0.12% -20 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,681 shares; 2025Q1: 19,682 shares; 2025Q2: 18,203 shares; 2025Q3: 14,054 shares; 2025Q4: 10,724 shares; 2026Q1: 10,280 shares; 2026Q2: 9,339 shares; 2026Q3: 9,340 shares 9,340 $603K 0.12% +1 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,796 shares; 2026Q3: 3,759 shares 3,759 $583K 0.11% -37 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,040 shares; 2025Q1: 24,416 shares; 2025Q2: 24,845 shares; 2025Q3: 17,277 shares; 2025Q4: 18,553 shares; 2026Q1: 19,162 shares; 2026Q2: 20,728 shares; 2026Q3: 21,319 shares 21,319 $559K 0.11% +591 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,423 shares; 2025Q4: 11,898 shares; 2026Q1: 14,103 shares; 2026Q2: 11,596 shares; 2026Q3: 5,946 shares 5,946 $559K 0.11% -5,650 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 2,639 shares; 2025Q3: 2,674 shares; 2025Q4: 5,187 shares; 2026Q1: 5,188 shares; 2026Q2: 5,203 shares; 2026Q3: 5,104 shares 5,104 $555K 0.11% -99 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,959 shares; 2025Q1: 17,769 shares; 2025Q2: 22,272 shares; 2025Q3: 22,753 shares; 2025Q4: 23,034 shares; 2026Q1: 22,818 shares; 2026Q2: 24,695 shares; 2026Q3: 24,237 shares 24,237 $532K 0.1% -458 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,514 shares; 2025Q1: 1,289 shares; 2025Q2: 1,095 shares; 2025Q3: 1,257 shares; 2025Q4: 1,157 shares; 2026Q1: 1,289 shares; 2026Q2: 1,353 shares; 2026Q3: 1,502 shares 1,502 $527K 0.1% +149 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,948 shares; 2025Q3: 30,815 shares; 2025Q4: 38,609 shares; 2026Q1: 39,772 shares; 2026Q2: 24,374 shares; 2026Q3: 24,148 shares 24,148 $526K 0.1% -226 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,860 shares; 2025Q1: 5,768 shares; 2025Q2: 5,681 shares; 2025Q3: 5,412 shares; 2025Q4: 5,369 shares; 2026Q1: 5,377 shares; 2026Q2: 5,426 shares; 2026Q3: 5,311 shares 5,311 $519K 0.1% -115 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 416 shares; 2026Q3: 1,950 shares 1,950 $516K 0.1% +1,534 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 841 shares; 2025Q1: 827 shares; 2025Q2: 829 shares; 2025Q3: 770 shares; 2025Q4: 803 shares; 2026Q1: 845 shares; 2026Q2: 907 shares; 2026Q3: 920 shares 920 $508K 0.1% +13 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,660 shares; 2025Q1: 25,607 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 4,500 shares; 2026Q3: 4,500 shares 4,500 $502K 0.1% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,286 shares; 2025Q1: 15,817 shares; 2025Q2: 17,020 shares; 2025Q3: 18,476 shares; 2025Q4: 19,097 shares; 2026Q1: 19,449 shares; 2026Q2: 20,717 shares; 2026Q3: 14,295 shares 14,295 $500K 0.1% -6,422 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,728 shares; 2025Q1: 10,096 shares; 2025Q2: 19,984 shares; 2025Q3: 14,819 shares; 2025Q4: 16,088 shares; 2026Q1: 12,207 shares; 2026Q2: 6,684 shares; 2026Q3: 6,129 shares 6,129 $497K 0.1% -555 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,640 shares; 2025Q1: 7,646 shares; 2025Q2: 7,229 shares; 2025Q3: 6,709 shares; 2025Q4: 6,641 shares; 2026Q1: 6,662 shares; 2026Q2: 10,203 shares; 2026Q3: 12,186 shares 12,186 $491K 0.09% +1,983 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,121 shares; 2025Q4: 12,019 shares; 2026Q1: 11,985 shares; 2026Q2: 12,987 shares; 2026Q3: 13,206 shares 13,206 $481K 0.09% +219 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,003 shares; 2025Q1: 1,093 shares; 2025Q2: 3,249 shares; 2025Q3: 1,040 shares; 2025Q4: 2,354 shares; 2026Q1: 2,381 shares; 2026Q2: 1,580 shares; 2026Q3: 1,302 shares 1,302 $478K 0.09% -278 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,715 shares; 2025Q1: 1,723 shares; 2025Q2: 1,954 shares; 2025Q3: 1,422 shares; 2025Q4: not reported; 2026Q1: 1,607 shares; 2026Q2: 2,297 shares; 2026Q3: 3,268 shares 3,268 $475K 0.09% +971 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,563 shares; 2025Q3: 21,510 shares; 2025Q4: not reported; 2026Q1: 25,600 shares; 2026Q2: 27,365 shares; 2026Q3: 7,699 shares 7,699 $472K 0.09% -19,666 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,411 shares; 2026Q3: 2,346 shares 2,346 $468K 0.09% -65 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,415 shares 12,415 $457K 0.09% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,710 shares; 2025Q2: 3,710 shares; 2025Q3: 5,907 shares; 2025Q4: 4,347 shares; 2026Q1: 3,688 shares; 2026Q2: 4,276 shares; 2026Q3: 5,730 shares 5,730 $448K 0.09% +1,454 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,757 shares; 2026Q2: 4,105 shares; 2026Q3: 5,626 shares 5,626 $440K 0.08% +1,521 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,906 shares; 2025Q2: 3,906 shares; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares; 2026Q1: 3,906 shares; 2026Q2: 3,906 shares; 2026Q3: 3,906 shares 3,906 $437K 0.08% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,031 shares; 2025Q1: 4,031 shares; 2025Q2: 4,031 shares; 2025Q3: 4,185 shares; 2025Q4: 4,031 shares; 2026Q1: 4,031 shares; 2026Q2: 8,062 shares; 2026Q3: 8,062 shares 8,062 $436K 0.08% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,998 shares; 2026Q3: 17,159 shares 17,159 $436K 0.08% +3,161 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,097 shares; 2025Q1: 7,294 shares; 2025Q2: 6,453 shares; 2025Q3: 6,312 shares; 2025Q4: 5,741 shares; 2026Q1: 4,307 shares; 2026Q2: 3,883 shares; 2026Q3: 3,649 shares 3,649 $434K 0.08% -234 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,642 shares; 2025Q1: 13,044 shares; 2025Q2: 13,960 shares; 2025Q3: 15,149 shares; 2025Q4: 15,513 shares; 2026Q1: 15,721 shares; 2026Q2: 16,594 shares; 2026Q3: 10,358 shares 10,358 $434K 0.08% -6,236 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,333 shares; 2026Q1: 23,447 shares; 2026Q2: 17,239 shares; 2026Q3: 22,818 shares 22,818 $431K 0.08% +5,579 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,879 shares; 2025Q3: 26,579 shares; 2025Q4: 30,984 shares; 2026Q1: 23,325 shares; 2026Q2: 10,844 shares; 2026Q3: 15,555 shares 15,555 $414K 0.08% +4,711 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,315 shares; 2025Q3: 4,025 shares; 2025Q4: 3,521 shares; 2026Q1: 3,521 shares; 2026Q2: 3,521 shares; 2026Q3: 3,521 shares 3,521 $409K 0.08% 0 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; 2024Q4: 768 shares; 2025Q1: 788 shares; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 4,532 shares; 2026Q3: 4,467 shares 4,467 $403K 0.08% -65 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,768 shares; 2025Q1: 4,748 shares; 2025Q2: 4,772 shares; 2025Q3: 6,187 shares; 2025Q4: 6,426 shares; 2026Q1: 4,974 shares; 2026Q2: 4,705 shares; 2026Q3: 4,676 shares 4,676 $402K 0.08% -29 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,462 shares; 2025Q1: 14,465 shares; 2025Q2: 14,495 shares; 2025Q3: 14,498 shares; 2025Q4: 16,399 shares; 2026Q1: 16,402 shares; 2026Q2: 16,405 shares; 2026Q3: 16,408 shares 16,408 $400K 0.08% +3 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,539 shares; 2025Q1: 8,735 shares; 2025Q2: 7,227 shares; 2025Q3: 6,817 shares; 2025Q4: 6,664 shares; 2026Q1: 6,538 shares; 2026Q2: 6,085 shares; 2026Q3: 5,846 shares 5,846 $398K 0.08% -239 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,037 shares; 2025Q4: 2,229 shares; 2026Q1: 1,756 shares; 2026Q2: 1,207 shares; 2026Q3: 1,614 shares 1,614 $387K 0.07% +407 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,169 shares; 2025Q1: 3,135 shares; 2025Q2: 3,128 shares; 2025Q3: 3,202 shares; 2025Q4: 3,024 shares; 2026Q1: 3,320 shares; 2026Q2: 3,466 shares; 2026Q3: 3,597 shares 3,597 $383K 0.07% +131 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,036 shares; 2025Q1: 3,036 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,059 shares; 2026Q1: 3,036 shares; 2026Q2: 3,046 shares; 2026Q3: 3,046 shares 3,046 $381K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 298 shares; 2025Q4: 293 shares; 2026Q1: 361 shares; 2026Q2: 354 shares; 2026Q3: 416 shares 416 $375K 0.07% +62 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,288 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,367 shares; 2025Q4: 1,371 shares; 2026Q1: 1,351 shares; 2026Q2: 1,311 shares; 2026Q3: 1,309 shares 1,309 $372K 0.07% -2 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,044 shares; 2025Q1: 8,712 shares; 2025Q2: 8,394 shares; 2025Q3: 8,076 shares; 2025Q4: 8,640 shares; 2026Q1: 9,582 shares; 2026Q2: 8,120 shares; 2026Q3: 7,612 shares 7,612 $371K 0.07% -508 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,586 shares; 2026Q1: 11,609 shares; 2026Q2: 7,909 shares; 2026Q3: 9,625 shares 9,625 $365K 0.07% +1,716 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,688 shares; 2025Q1: 3,689 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,754 shares; 2026Q1: 3,715 shares; 2026Q2: 3,840 shares; 2026Q3: 3,816 shares 3,816 $359K 0.07% -24 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,485 shares; 2025Q1: 10,388 shares; 2025Q2: 10,284 shares; 2025Q3: 5,092 shares; 2025Q4: 4,478 shares; 2026Q1: 3,348 shares; 2026Q2: 3,155 shares; 2026Q3: 2,955 shares 2,955 $354K 0.07% -200 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,320 shares; 2025Q1: 43,192 shares; 2025Q2: not reported; 2025Q3: 58,943 shares; 2025Q4: 173,803 shares; 2026Q1: 159,470 shares; 2026Q2: 83,805 shares; 2026Q3: 100,774 shares 100,774 $352K 0.07% +16,969 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares; 2026Q2: 3,815 shares; 2026Q3: 3,815 shares 3,815 $351K 0.07% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,008 shares; 2025Q1: not reported; 2025Q2: 6,162 shares; 2025Q3: 6,190 shares; 2025Q4: 6,278 shares; 2026Q1: 6,278 shares; 2026Q2: 6,457 shares; 2026Q3: 6,363 shares 6,363 $345K 0.07% -94 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; 2024Q4: 13,100 shares; 2025Q1: 13,100 shares; 2025Q2: 13,100 shares; 2025Q3: 13,025 shares; 2025Q4: 12,978 shares; 2026Q1: 12,892 shares; 2026Q2: 12,812 shares; 2026Q3: 15,901 shares 15,901 $340K 0.07% +3,089 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,700 shares; 2025Q1: 57,913 shares; 2025Q2: 5,188 shares; 2025Q3: 5,011 shares; 2025Q4: 4,909 shares; 2026Q1: 4,607 shares; 2026Q2: 4,617 shares; 2026Q3: 4,864 shares 4,864 $334K 0.06% +247 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,251 shares; 2026Q2: 2,314 shares; 2026Q3: 2,642 shares 2,642 $332K 0.06% +328 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,833 shares; 2025Q1: 5,037 shares; 2025Q2: 3,594 shares; 2025Q3: 3,370 shares; 2025Q4: 3,238 shares; 2026Q1: 3,216 shares; 2026Q2: 3,205 shares; 2026Q3: 3,102 shares 3,102 $329K 0.06% -103 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 403 shares; 2025Q4: 415 shares; 2026Q1: 444 shares; 2026Q2: 444 shares; 2026Q3: 467 shares 467 $328K 0.06% +23 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,784 shares; 2025Q1: 9,169 shares; 2025Q2: 9,392 shares; 2025Q3: 9,492 shares; 2025Q4: 9,454 shares; 2026Q1: 8,969 shares; 2026Q2: 9,146 shares; 2026Q3: 9,139 shares 9,139 $325K 0.06% -7 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; 2024Q4: not reported; 2025Q1: 4,909 shares; 2025Q2: 9,652 shares; 2025Q3: 17,195 shares; 2025Q4: 20,506 shares; 2026Q1: 15,746 shares; 2026Q2: 6,069 shares; 2026Q3: 5,060 shares 5,060 $322K 0.06% -1,009 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,655 shares; 2025Q3: 16,395 shares; 2025Q4: 20,295 shares; 2026Q1: 20,935 shares; 2026Q2: 4,615 shares; 2026Q3: 2,075 shares 2,075 $321K 0.06% -2,540 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 3,201 shares; 2026Q1: 1,586 shares; 2026Q2: 2,100 shares; 2026Q3: 2,856 shares 2,856 $317K 0.06% +756 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,699 shares; 2025Q1: 5,549 shares; 2025Q2: 5,466 shares; 2025Q3: 5,557 shares; 2025Q4: 5,460 shares; 2026Q1: 5,442 shares; 2026Q2: 5,460 shares; 2026Q3: 5,460 shares 5,460 $316K 0.06% 0 Timeline FINW FINWISE BANCORP More: the full row for FINWISE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28,022 shares; 2025Q2: 28,022 shares; 2025Q3: 28,022 shares; 2025Q4: 28,022 shares; 2026Q1: 28,022 shares; 2026Q2: 28,022 shares; 2026Q3: 28,022 shares 28,022 $312K 0.06% 0 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,719 shares; 2025Q2: 13,719 shares; 2025Q3: 13,719 shares; 2025Q4: 13,719 shares; 2026Q1: 13,719 shares; 2026Q2: 13,719 shares; 2026Q3: 13,719 shares 13,719 $310K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,232 shares; 2026Q2: 1,212 shares; 2026Q3: 1,205 shares 1,205 $308K 0.06% -7 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,850 shares; 2025Q2: 11,201 shares; 2025Q3: 19,025 shares; 2025Q4: 9,081 shares; 2026Q1: 9,652 shares; 2026Q2: 10,520 shares; 2026Q3: 6,493 shares 6,493 $307K 0.06% -4,027 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,757 shares; 2025Q3: 19,757 shares; 2025Q4: 19,881 shares; 2026Q1: not reported; 2026Q2: 10,457 shares; 2026Q3: 6,078 shares 6,078 $307K 0.06% -4,379 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,363 shares; 2025Q1: 3,606 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares; 2026Q1: 3,880 shares; 2026Q2: 3,742 shares; 2026Q3: 3,742 shares 3,742 $304K 0.06% 0 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; 2024Q4: 8,919 shares; 2025Q1: 8,919 shares; 2025Q2: 8,919 shares; 2025Q3: 8,901 shares; 2025Q4: 10,518 shares; 2026Q1: 10,817 shares; 2026Q2: 12,076 shares; 2026Q3: 12,076 shares 12,076 $303K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440 shares; 2026Q2: 454 shares; 2026Q3: 582 shares 582 $301K 0.06% +128 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,224 shares; 2025Q1: 1,224 shares; 2025Q2: 1,225 shares; 2025Q3: 1,298 shares; 2025Q4: 1,226 shares; 2026Q1: 1,278 shares; 2026Q2: 1,284 shares; 2026Q3: 1,281 shares 1,281 $296K 0.06% -3 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,720 shares; 2025Q1: 3,830 shares; 2025Q2: 3,513 shares; 2025Q3: 3,275 shares; 2025Q4: 3,160 shares; 2026Q1: 3,212 shares; 2026Q2: 3,212 shares; 2026Q3: 3,115 shares 3,115 $294K 0.06% -97 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,044 shares; 2026Q1: not reported; 2026Q2: 2,694 shares; 2026Q3: 3,490 shares 3,490 $294K 0.06% +796 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,198 shares; 2025Q1: 1,069 shares; 2025Q2: 1,044 shares; 2025Q3: 1,010 shares; 2025Q4: 1,004 shares; 2026Q1: 933 shares; 2026Q2: 949 shares; 2026Q3: 996 shares 996 $287K 0.06% +47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 3,073 shares; 2025Q4: 3,296 shares; 2026Q1: 2,107 shares; 2026Q2: 1,280 shares; 2026Q3: 1,739 shares 1,739 $284K 0.05% +459 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,256 shares; 2026Q1: 10,653 shares; 2026Q2: 10,851 shares; 2026Q3: 10,851 shares 10,851 $279K 0.05% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,523 shares; 2025Q1: 4,239 shares; 2025Q2: 4,239 shares; 2025Q3: 4,112 shares; 2025Q4: 4,041 shares; 2026Q1: 3,460 shares; 2026Q2: 2,614 shares; 2026Q3: 2,659 shares 2,659 $274K 0.05% +45 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,739 shares 10,739 $271K 0.05% new Timeline NANR 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; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 7,497 shares; 2025Q3: 5,481 shares; 2025Q4: 3,864 shares; 2026Q1: 3,956 shares; 2026Q2: 3,527 shares; 2026Q3: 3,177 shares 3,177 $266K 0.05% -350 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,606 shares; 2026Q1: 9,031 shares; 2026Q2: 9,271 shares; 2026Q3: 11,019 shares 11,019 $265K 0.05% +1,748 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,855 shares; 2025Q2: 20,111 shares; 2025Q3: 30,111 shares; 2025Q4: 30,111 shares; 2026Q1: 30,111 shares; 2026Q2: 15,111 shares; 2026Q3: 5,111 shares 5,111 $265K 0.05% -10,000 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,901 shares; 2025Q3: 5,912 shares; 2025Q4: 5,907 shares; 2026Q1: 5,377 shares; 2026Q2: 5,740 shares; 2026Q3: 5,268 shares 5,268 $263K 0.05% -472 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,835 shares; 2025Q4: 1,851 shares; 2026Q1: not reported; 2026Q2: 2,378 shares; 2026Q3: 2,497 shares 2,497 $259K 0.05% +119 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,613 shares; 2026Q2: 4,360 shares; 2026Q3: 4,563 shares 4,563 $259K 0.05% +203 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,027 shares; 2025Q1: 5,279 shares; 2025Q2: not reported; 2025Q3: 4,837 shares; 2025Q4: 6,187 shares; 2026Q1: 6,169 shares; 2026Q2: 5,970 shares; 2026Q3: 5,447 shares 5,447 $253K 0.05% -523 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 361 shares; 2025Q1: 351 shares; 2025Q2: 285 shares; 2025Q3: 259 shares; 2025Q4: 262 shares; 2026Q1: 233 shares; 2026Q2: 294 shares; 2026Q3: 296 shares 296 $252K 0.05% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,229 shares 1,229 $250K 0.05% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,128 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,131 shares; 2025Q4: 1,985 shares; 2026Q1: 2,178 shares; 2026Q2: 2,107 shares; 2026Q3: 2,474 shares 2,474 $250K 0.05% +367 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,719 shares 1,719 $245K 0.05% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,821 shares 7,821 $244K 0.05% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares; 2026Q3: 295 shares 295 $239K 0.05% +63 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,694 shares; 2026Q3: 15,200 shares 15,200 $239K 0.05% +506 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,740 shares; 2025Q4: 2,631 shares; 2026Q1: 2,603 shares; 2026Q2: 2,729 shares; 2026Q3: 2,763 shares 2,763 $238K 0.05% +34 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 1,590 shares; 2025Q3: 1,365 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 985 shares; 2026Q3: 985 shares 985 $235K 0.05% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,808 shares; 2026Q1: 4,369 shares; 2026Q2: 3,934 shares; 2026Q3: 2,971 shares 2,971 $233K 0.04% -963 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,422 shares; 2026Q3: 7,514 shares 7,514 $232K 0.04% +92 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,657 shares; 2025Q1: 23,657 shares; 2025Q2: 23,657 shares; 2025Q3: 23,657 shares; 2025Q4: 23,657 shares; 2026Q1: 23,657 shares; 2026Q2: 23,657 shares; 2026Q3: 23,657 shares 23,657 $231K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,434 shares; 2025Q3: 1,025 shares; 2025Q4: 922 shares; 2026Q1: 1,239 shares; 2026Q2: not reported; 2026Q3: 988 shares 988 $227K 0.04% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,086 shares; 2025Q1: 10,097 shares; 2025Q2: 5,140 shares; 2025Q3: 5,010 shares; 2025Q4: 3,790 shares; 2026Q1: not reported; 2026Q2: 3,790 shares; 2026Q3: 3,790 shares 3,790 $226K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,669 shares 2,669 $225K 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,323 shares; 2025Q4: 2,237 shares; 2026Q1: not reported; 2026Q2: 1,464 shares; 2026Q3: 1,427 shares 1,427 $225K 0.04% -37 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,702 shares; 2025Q3: 15,915 shares; 2025Q4: 10,548 shares; 2026Q1: 21,090 shares; 2026Q2: 4,939 shares; 2026Q3: 4,543 shares 4,543 $224K 0.04% -396 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 238 shares; 2025Q4: 3,937 shares; 2026Q1: 4,029 shares; 2026Q2: 4,466 shares; 2026Q3: 3,206 shares 3,206 $223K 0.04% -1,260 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,928 shares; 2025Q4: 4,568 shares; 2026Q1: 4,568 shares; 2026Q2: 4,568 shares; 2026Q3: 4,568 shares 4,568 $220K 0.04% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,910 shares 1,910 $220K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares; 2026Q3: 549 shares 549 $218K 0.04% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,381 shares; 2026Q3: 2,381 shares 2,381 $215K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,431 shares; 2025Q1: 3,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares; 2026Q2: 3,841 shares; 2026Q3: 3,479 shares 3,479 $214K 0.04% -362 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,946 shares 2,946 $206K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,489 shares; 2025Q1: 1,506 shares; 2025Q2: 1,592 shares; 2025Q3: 2,160 shares; 2025Q4: 2,147 shares; 2026Q1: 1,611 shares; 2026Q2: 1,311 shares; 2026Q3: 1,121 shares 1,121 $206K 0.04% -190 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,273 shares; 2025Q1: 5,273 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 3,980 shares; 2026Q1: 3,614 shares; 2026Q2: 2,799 shares; 2026Q3: 2,442 shares 2,442 $205K 0.04% -357 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 123 shares 123 $203K 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; 2024Q4: 18,029 shares; 2025Q1: 18,720 shares; 2025Q2: 12,503 shares; 2025Q3: 12,631 shares; 2025Q4: 12,692 shares; 2026Q1: 12,571 shares; 2026Q2: 11,735 shares; 2026Q3: 10,960 shares 10,960 $132K 0.03% -775 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,626 shares; 2025Q1: 23,626 shares; 2025Q2: 23,626 shares; 2025Q3: 23,426 shares; 2025Q4: 22,730 shares; 2026Q1: 22,730 shares; 2026Q2: 22,730 shares; 2026Q3: 22,730 shares 22,730 $93.2K 0.02% 0 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116,437 shares; 2025Q1: 115,187 shares; 2025Q2: 114,187 shares; 2025Q3: 113,687 shares; 2025Q4: 106,437 shares; 2026Q1: 100,587 shares; 2026Q2: 99,487 shares; 2026Q3: 72,147 shares 72,147 $50K 0.01% -27,340 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,800 shares; 2025Q1: 18,800 shares; 2025Q2: 47,800 shares; 2025Q3: 47,800 shares; 2025Q4: 61,800 shares; 2026Q1: 61,800 shares; 2026Q2: 61,800 shares; 2026Q3: 61,800 shares 61,800 $46.4K 0.01% 0 Timeline