QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,606 shares; 2024Q4: 65,085 shares; 2025Q1: 65,540 shares; 2025Q2: 31,597 shares; 2025Q3: 32,100 shares; 2025Q4: 32,242 shares; 2026Q1: 32,748 shares; 2026Q2: 33,063 shares 33,063 $24.3M 6.98% +315 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,039 shares; 2024Q4: 481,795 shares; 2025Q1: 501,638 shares; 2025Q2: 526,012 shares; 2025Q3: 554,598 shares; 2025Q4: 590,099 shares; 2026Q1: 624,511 shares; 2026Q2: 548,358 shares 548,358 $18.6M 5.32% -76,153 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,865 shares; 2024Q4: 520,725 shares; 2025Q1: 522,428 shares; 2025Q2: 590,975 shares; 2025Q3: 636,553 shares; 2025Q4: 700,116 shares; 2026Q1: 730,681 shares; 2026Q2: 517,375 shares 517,375 $18M 5.16% -213,306 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,870 shares; 2026Q1: 126,081 shares; 2026Q2: 300,213 shares 300,213 $12M 3.45% +174,132 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,957 shares; 2024Q4: 222,011 shares; 2025Q1: 217,537 shares; 2025Q2: 228,960 shares; 2025Q3: 230,934 shares; 2025Q4: 243,175 shares; 2026Q1: 251,179 shares; 2026Q2: 249,460 shares 249,460 $11.3M 3.25% -1,719 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,609 shares; 2024Q4: 80,995 shares; 2025Q1: 83,923 shares; 2025Q2: 93,609 shares; 2025Q3: 94,771 shares; 2025Q4: 98,672 shares; 2026Q1: 100,409 shares; 2026Q2: 89,810 shares 89,810 $11.2M 3.21% -10,599 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,951 shares; 2024Q4: 70,486 shares; 2025Q1: 82,665 shares; 2025Q2: 89,516 shares; 2025Q3: 97,487 shares; 2025Q4: 104,860 shares; 2026Q1: 108,147 shares; 2026Q2: 110,675 shares 110,675 $10.4M 2.97% +2,528 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,851 shares; 2024Q4: 10,684 shares; 2025Q1: 27,012 shares; 2025Q2: 28,190 shares; 2025Q3: 29,970 shares; 2025Q4: 32,879 shares; 2026Q1: 45,474 shares; 2026Q2: 67,608 shares 67,608 $9.9M 2.84% +22,134 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,637 shares; 2024Q4: 9,027 shares; 2025Q1: 9,114 shares; 2025Q2: 9,319 shares; 2025Q3: 10,038 shares; 2025Q4: 10,078 shares; 2026Q1: 10,168 shares; 2026Q2: 11,052 shares 11,052 $8.25M 2.37% +884 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,596 shares; 2024Q4: 26,593 shares; 2025Q1: 52,216 shares; 2025Q2: 62,538 shares; 2025Q3: 68,601 shares; 2025Q4: 77,304 shares; 2026Q1: 81,124 shares; 2026Q2: 85,318 shares 85,318 $7.87M 2.26% +4,194 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; 2024Q3: 65,510 shares; 2024Q4: 65,564 shares; 2025Q1: 65,724 shares; 2025Q2: 65,497 shares; 2025Q3: 68,826 shares; 2025Q4: 70,916 shares; 2026Q1: 71,830 shares; 2026Q2: 69,211 shares 69,211 $7.81M 2.24% -2,619 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,175 shares; 2024Q4: 257,467 shares; 2025Q1: 246,543 shares; 2025Q2: 240,725 shares; 2025Q3: 222,227 shares; 2025Q4: 224,641 shares; 2026Q1: 234,776 shares; 2026Q2: 238,181 shares 238,181 $7.55M 2.17% +3,405 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,023 shares; 2025Q3: 58,050 shares; 2025Q4: 60,504 shares; 2026Q1: 89,231 shares; 2026Q2: 123,531 shares 123,531 $7.45M 2.14% +34,300 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,250 shares; 2025Q3: 8,549 shares; 2025Q4: 8,096 shares; 2026Q1: 8,256 shares; 2026Q2: 23,075 shares 23,075 $6.99M 2% +14,819 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 248,626 shares 248,626 $6.72M 1.93% new Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,415 shares; 2024Q4: 88,243 shares; 2025Q1: 87,040 shares; 2025Q2: 99,891 shares; 2025Q3: 108,814 shares; 2025Q4: 123,386 shares; 2026Q1: 130,196 shares; 2026Q2: 134,326 shares 134,326 $6.29M 1.8% +4,130 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,008 shares; 2025Q3: 62,683 shares; 2025Q4: 68,666 shares; 2026Q1: 72,466 shares; 2026Q2: 60,504 shares 60,504 $6.15M 1.76% -11,962 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,737 shares; 2024Q4: 179,639 shares; 2025Q1: 177,996 shares; 2025Q2: 179,918 shares; 2025Q3: 189,992 shares; 2025Q4: 198,891 shares; 2026Q1: 172,680 shares; 2026Q2: 123,090 shares 123,090 $6.1M 1.75% -49,590 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,339 shares; 2025Q1: 152,626 shares; 2025Q2: 160,450 shares; 2025Q3: 145,838 shares; 2025Q4: 138,162 shares; 2026Q1: 139,739 shares; 2026Q2: 133,069 shares 133,069 $5.76M 1.65% -6,670 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,556 shares; 2024Q4: 51,916 shares; 2025Q1: 77,425 shares; 2025Q2: 86,780 shares; 2025Q3: 96,970 shares; 2025Q4: 208,751 shares; 2026Q1: 219,195 shares; 2026Q2: 210,862 shares 210,862 $5.59M 1.6% -8,333 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,925 shares; 2025Q1: 17,275 shares; 2025Q2: 18,307 shares; 2025Q3: 20,692 shares; 2025Q4: 22,035 shares; 2026Q1: 22,610 shares; 2026Q2: 22,049 shares 22,049 $5.25M 1.51% -561 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,977 shares; 2024Q4: 59,725 shares; 2025Q1: 58,162 shares; 2025Q2: 67,671 shares; 2025Q3: 75,527 shares; 2025Q4: 86,190 shares; 2026Q1: 88,735 shares; 2026Q2: 130,426 shares 130,426 $5.15M 1.48% +41,691 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; 2024Q3: 59,264 shares; 2024Q4: 53,382 shares; 2025Q1: 50,416 shares; 2025Q2: 51,862 shares; 2025Q3: 47,256 shares; 2025Q4: 44,290 shares; 2026Q1: 44,796 shares; 2026Q2: 42,112 shares 42,112 $5.01M 1.44% -2,684 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,277 shares; 2024Q4: 20,786 shares; 2025Q1: 20,285 shares; 2025Q2: 19,270 shares; 2025Q3: 20,243 shares; 2025Q4: 20,418 shares; 2026Q1: 20,182 shares; 2026Q2: 18,058 shares 18,058 $4.94M 1.42% -2,124 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,163 shares; 2024Q4: 78,334 shares; 2025Q1: 70,207 shares; 2025Q2: 74,499 shares; 2025Q3: 68,962 shares; 2025Q4: 66,886 shares; 2026Q1: 67,588 shares; 2026Q2: 64,008 shares 64,008 $4.93M 1.41% -3,580 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,407 shares; 2026Q1: 97,496 shares; 2026Q2: 92,647 shares 92,647 $4.72M 1.35% -4,849 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,955 shares; 2024Q4: 40,742 shares; 2025Q1: 35,254 shares; 2025Q2: 34,828 shares; 2025Q3: 31,779 shares; 2025Q4: 30,692 shares; 2026Q1: 31,243 shares; 2026Q2: 29,763 shares 29,763 $4.67M 1.34% -1,480 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,667 shares; 2024Q4: 27,174 shares; 2025Q1: 27,129 shares; 2025Q2: 26,887 shares; 2025Q3: 26,557 shares; 2025Q4: 25,870 shares; 2026Q1: 25,826 shares; 2026Q2: 26,495 shares 26,495 $4.29M 1.23% +669 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,145 shares; 2024Q4: 191,462 shares; 2025Q1: 97,501 shares; 2025Q2: 98,464 shares; 2025Q3: 101,702 shares; 2025Q4: 96,598 shares; 2026Q1: 96,701 shares; 2026Q2: 89,953 shares 89,953 $3.99M 1.14% -6,748 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,849 shares; 2025Q1: 114,349 shares; 2025Q2: 143,068 shares; 2025Q3: 160,673 shares; 2025Q4: 114,325 shares; 2026Q1: 122,850 shares; 2026Q2: 56,717 shares 56,717 $3.83M 1.1% -66,133 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,669 shares; 2024Q4: 92,500 shares; 2025Q1: 85,614 shares; 2025Q2: 84,971 shares; 2025Q3: 79,205 shares; 2025Q4: 77,375 shares; 2026Q1: 79,436 shares; 2026Q2: 75,583 shares 75,583 $3.82M 1.09% -3,853 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408,197 shares; 2026Q1: 414,261 shares; 2026Q2: 389,250 shares 389,250 $3.66M 1.05% -25,011 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,341 shares; 2024Q4: 61,349 shares; 2025Q1: 40,150 shares; 2025Q2: 40,635 shares; 2025Q3: 39,945 shares; 2025Q4: 40,186 shares; 2026Q1: 39,251 shares; 2026Q2: 38,911 shares 38,911 $3.42M 0.98% -340 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,884 shares; 2024Q4: 49,839 shares; 2025Q1: 46,526 shares; 2025Q2: 47,780 shares; 2025Q3: 52,717 shares; 2025Q4: 60,364 shares; 2026Q1: 62,194 shares; 2026Q2: 66,925 shares 66,925 $3.38M 0.97% +4,731 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,812 shares; 2025Q2: 37,979 shares; 2025Q3: 40,178 shares; 2025Q4: 38,490 shares; 2026Q1: 38,562 shares; 2026Q2: 36,914 shares 36,914 $3.03M 0.87% -1,648 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,350 shares; 2025Q1: 13,668 shares; 2025Q2: 14,218 shares; 2025Q3: 15,772 shares; 2025Q4: 17,583 shares; 2026Q1: 17,664 shares; 2026Q2: 20,190 shares 20,190 $2.99M 0.86% +2,526 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,922 shares; 2025Q3: 70,434 shares; 2025Q4: 66,827 shares; 2026Q1: 65,872 shares; 2026Q2: 62,842 shares 62,842 $2.42M 0.7% -3,030 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,856 shares; 2024Q4: 144,592 shares; 2025Q1: 149,860 shares; 2025Q2: 70,679 shares; 2025Q3: 75,652 shares; 2025Q4: 78,213 shares; 2026Q1: 62,516 shares; 2026Q2: 36,355 shares 36,355 $2.26M 0.65% -26,161 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,924 shares; 2024Q4: 24,215 shares; 2025Q1: 29,142 shares; 2025Q2: 32,554 shares; 2025Q3: 36,705 shares; 2025Q4: 41,293 shares; 2026Q1: 41,910 shares; 2026Q2: 40,045 shares 40,045 $2.14M 0.61% -1,865 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,485 shares; 2024Q4: 27,713 shares; 2025Q1: 24,959 shares; 2025Q2: 25,175 shares; 2025Q3: 25,672 shares; 2025Q4: 25,801 shares; 2026Q1: 25,898 shares; 2026Q2: 26,269 shares 26,269 $1.99M 0.57% +371 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,044 shares; 2025Q1: 3,574 shares; 2025Q2: 4,084 shares; 2025Q3: 4,151 shares; 2025Q4: 4,156 shares; 2026Q1: 4,173 shares; 2026Q2: 3,357 shares 3,357 $1.95M 0.56% -816 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,442 shares; 2024Q4: 6,264 shares; 2025Q1: 6,110 shares; 2025Q2: 6,153 shares; 2025Q3: 6,316 shares; 2025Q4: 6,220 shares; 2026Q1: 6,162 shares; 2026Q2: 6,368 shares 6,368 $1.93M 0.55% +206 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,644 shares; 2024Q4: 8,718 shares; 2025Q1: 8,412 shares; 2025Q2: 8,427 shares; 2025Q3: 8,395 shares; 2025Q4: 8,406 shares; 2026Q1: 8,406 shares; 2026Q2: 8,358 shares 8,358 $1.83M 0.53% -48 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,271 shares; 2024Q4: 53,571 shares; 2025Q1: 30,949 shares; 2025Q2: 33,562 shares; 2025Q3: 35,236 shares; 2025Q4: 40,986 shares; 2026Q1: 40,494 shares; 2026Q2: 42,895 shares 42,895 $1.81M 0.52% +2,401 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,155 shares; 2024Q4: 48,909 shares; 2025Q1: 46,877 shares; 2025Q2: 48,447 shares; 2025Q3: 44,973 shares; 2025Q4: 43,571 shares; 2026Q1: 44,766 shares; 2026Q2: 43,710 shares 43,710 $1.79M 0.51% -1,056 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,045 shares; 2024Q4: 95,500 shares; 2025Q1: 68,054 shares; 2025Q2: 69,317 shares; 2025Q3: 69,847 shares; 2025Q4: 68,491 shares; 2026Q1: 70,162 shares; 2026Q2: 70,127 shares 70,127 $1.79M 0.51% -35 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,216 shares; 2024Q4: 19,316 shares; 2025Q1: 19,343 shares; 2025Q2: 19,732 shares; 2025Q3: 20,015 shares; 2025Q4: 19,901 shares; 2026Q1: 19,731 shares; 2026Q2: 21,246 shares 21,246 $1.75M 0.5% +1,515 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,452 shares; 2024Q4: 222,994 shares; 2025Q1: 226,584 shares; 2025Q2: 17,086 shares; 2025Q3: 11,360 shares; 2025Q4: 10,806 shares; 2026Q1: 10,788 shares; 2026Q2: 10,788 shares 10,788 $1.74M 0.5% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,706 shares; 2024Q4: 51,759 shares; 2025Q1: 36,543 shares; 2025Q2: 36,969 shares; 2025Q3: 35,845 shares; 2025Q4: 35,611 shares; 2026Q1: 34,463 shares; 2026Q2: 34,113 shares 34,113 $1.72M 0.49% -350 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,936 shares; 2024Q4: 48,080 shares; 2025Q1: 35,693 shares; 2025Q2: 35,272 shares; 2025Q3: 37,519 shares; 2025Q4: 38,530 shares; 2026Q1: 38,297 shares; 2026Q2: 39,722 shares 39,722 $1.64M 0.47% +1,425 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,883 shares; 2026Q2: 38,790 shares 38,790 $1.62M 0.47% +30,907 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,827 shares; 2024Q4: 17,903 shares; 2025Q1: 15,224 shares; 2025Q2: 15,390 shares; 2025Q3: 15,437 shares; 2025Q4: 16,927 shares; 2026Q1: 17,836 shares; 2026Q2: 18,118 shares 18,118 $1.62M 0.46% +282 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,779 shares; 2026Q2: 22,543 shares 22,543 $1.6M 0.46% +16,764 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,752 shares; 2025Q2: 44,473 shares; 2025Q3: 46,903 shares; 2025Q4: 44,448 shares; 2026Q1: 44,139 shares; 2026Q2: 42,571 shares 42,571 $1.59M 0.45% -1,568 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; 2024Q3: 22,305 shares; 2024Q4: 22,152 shares; 2025Q1: 20,482 shares; 2025Q2: 19,032 shares; 2025Q3: 17,728 shares; 2025Q4: 16,948 shares; 2026Q1: 16,979 shares; 2026Q2: 17,124 shares 17,124 $1.56M 0.45% +145 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,761 shares; 2024Q4: 5,762 shares; 2025Q1: 5,563 shares; 2025Q2: 5,564 shares; 2025Q3: 5,564 shares; 2025Q4: 5,549 shares; 2026Q1: 5,520 shares; 2026Q2: 5,520 shares 5,520 $1.54M 0.44% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,228 shares; 2024Q4: 19,598 shares; 2025Q1: 22,651 shares; 2025Q2: 22,550 shares; 2025Q3: 30,264 shares; 2025Q4: 30,562 shares; 2026Q1: 30,009 shares; 2026Q2: 29,347 shares 29,347 $1.5M 0.43% -662 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,779 shares; 2024Q4: 8,821 shares; 2025Q1: 8,564 shares; 2025Q2: 10,427 shares; 2025Q3: 12,001 shares; 2025Q4: 11,909 shares; 2026Q1: 12,470 shares; 2026Q2: 14,614 shares 14,614 $1.44M 0.41% +2,144 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 11,371 shares; 2025Q1: 10,702 shares; 2025Q2: 10,701 shares; 2025Q3: 10,735 shares; 2025Q4: 10,857 shares; 2026Q1: 10,879 shares; 2026Q2: 11,017 shares 11,017 $1.41M 0.4% +138 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,960 shares; 2024Q4: 11,027 shares; 2025Q1: 11,010 shares; 2025Q2: 11,035 shares; 2025Q3: 11,503 shares; 2025Q4: 11,542 shares; 2026Q1: 11,472 shares; 2026Q2: 11,341 shares 11,341 $1.25M 0.36% -131 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 4,901 shares; 2025Q1: 4,565 shares; 2025Q2: 4,992 shares; 2025Q3: 4,758 shares; 2025Q4: 5,465 shares; 2026Q1: 5,625 shares; 2026Q2: 5,210 shares 5,210 $1.24M 0.36% -415 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,639 shares; 2024Q4: 49,139 shares; 2025Q1: 27,078 shares; 2025Q2: 27,447 shares; 2025Q3: 27,252 shares; 2025Q4: 26,260 shares; 2026Q1: 25,832 shares; 2026Q2: 23,912 shares 23,912 $1.24M 0.35% -1,920 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,024 shares; 2025Q1: 10,456 shares; 2025Q2: 10,129 shares; 2025Q3: 10,149 shares; 2025Q4: 10,122 shares; 2026Q1: 10,729 shares; 2026Q2: 10,455 shares 10,455 $1.18M 0.34% -274 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,671 shares; 2024Q4: 5,702 shares; 2025Q1: 6,279 shares; 2025Q2: 3,096 shares; 2025Q3: 3,141 shares; 2025Q4: 3,163 shares; 2026Q1: 3,215 shares; 2026Q2: 2,970 shares 2,970 $1.11M 0.32% -245 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; 2024Q3: 6,020 shares; 2024Q4: 8,270 shares; 2025Q1: 9,273 shares; 2025Q2: 10,079 shares; 2025Q3: 18,358 shares; 2025Q4: 24,661 shares; 2026Q1: 23,162 shares; 2026Q2: 22,674 shares 22,674 $1.07M 0.31% -488 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,390 shares; 2025Q1: 22,868 shares; 2025Q2: 26,034 shares; 2025Q3: 26,461 shares; 2025Q4: 21,642 shares; 2026Q1: 20,334 shares; 2026Q2: 20,995 shares 20,995 $1.06M 0.3% +661 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,129 shares; 2025Q1: 1,060 shares; 2025Q2: 1,014 shares; 2025Q3: 1,038 shares; 2025Q4: 980 shares; 2026Q1: 1,192 shares; 2026Q2: 1,531 shares 1,531 $1.05M 0.3% +339 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,316 shares; 2025Q1: 1,444 shares; 2025Q2: 1,322 shares; 2025Q3: 1,344 shares; 2025Q4: 1,332 shares; 2026Q1: 1,335 shares; 2026Q2: 1,393 shares 1,393 $1.04M 0.3% +58 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,132 shares; 2024Q4: 3,793 shares; 2025Q1: 3,924 shares; 2025Q2: 3,352 shares; 2025Q3: 3,448 shares; 2025Q4: 3,518 shares; 2026Q1: 3,387 shares; 2026Q2: 3,384 shares 3,384 $979K 0.28% -3 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,419 shares; 2024Q4: 13,870 shares; 2025Q1: 11,407 shares; 2025Q2: 11,442 shares; 2025Q3: 11,476 shares; 2025Q4: 11,427 shares; 2026Q1: 11,450 shares; 2026Q2: 10,666 shares 10,666 $977K 0.28% -784 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,035 shares; 2024Q4: 60,281 shares; 2025Q1: 52,379 shares; 2025Q2: 53,094 shares; 2025Q3: 48,948 shares; 2025Q4: 9,106 shares; 2026Q1: 9,065 shares; 2026Q2: 8,780 shares 8,780 $967K 0.28% -285 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,975 shares; 2024Q4: 10,704 shares; 2025Q1: 12,379 shares; 2025Q2: 15,608 shares; 2025Q3: 18,337 shares; 2025Q4: 18,979 shares; 2026Q1: 19,043 shares; 2026Q2: 19,796 shares 19,796 $929K 0.27% +753 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,460 shares; 2024Q4: 26,549 shares; 2025Q1: 18,677 shares; 2025Q2: 18,885 shares; 2025Q3: 18,151 shares; 2025Q4: 18,468 shares; 2026Q1: 17,645 shares; 2026Q2: 17,656 shares 17,656 $914K 0.26% +11 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,184 shares; 2024Q4: 6,191 shares; 2025Q1: 6,191 shares; 2025Q2: 6,234 shares; 2025Q3: 6,234 shares; 2025Q4: 6,429 shares; 2026Q1: 8,907 shares; 2026Q2: 9,219 shares 9,219 $889K 0.25% +312 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,799 shares; 2024Q4: 18,357 shares; 2025Q1: 18,395 shares; 2025Q2: 17,886 shares; 2025Q3: 17,547 shares; 2025Q4: 18,300 shares; 2026Q1: 18,470 shares; 2026Q2: 18,302 shares 18,302 $873K 0.25% -168 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,633 shares; 2025Q1: 3,402 shares; 2025Q2: 2,978 shares; 2025Q3: 3,018 shares; 2025Q4: 3,099 shares; 2026Q1: 3,451 shares; 2026Q2: 4,161 shares 4,161 $832K 0.24% +710 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,377 shares; 2025Q2: 19,672 shares; 2025Q3: 20,768 shares; 2025Q4: 20,064 shares; 2026Q1: 19,601 shares; 2026Q2: 19,218 shares 19,218 $781K 0.22% -383 Timeline AB TAX AWARE ST DRTN MUNICI… AB TAX AWARE ST DRTN MUNICIPAL ETG More: the full row for AB TAX AWARE ST DRTN MUNICIPAL ETG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,576 shares; 2026Q1: 34,906 shares; 2026Q2: 28,551 shares 28,551 $720K 0.21% -6,355 MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,258 shares 2,258 $672K 0.19% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,207 shares; 2025Q1: 957 shares; 2025Q2: 1,235 shares; 2025Q3: 1,287 shares; 2025Q4: 1,406 shares; 2026Q1: 1,418 shares; 2026Q2: 1,337 shares 1,337 $669K 0.19% -81 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,087 shares; 2024Q4: 2,648 shares; 2025Q1: 2,865 shares; 2025Q2: 2,572 shares; 2025Q3: 2,619 shares; 2025Q4: 2,323 shares; 2026Q1: 2,092 shares; 2026Q2: 1,868 shares 1,868 $667K 0.19% -224 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,310 shares; 2025Q1: 9,441 shares; 2025Q2: 9,034 shares; 2025Q3: 9,797 shares; 2025Q4: 10,123 shares; 2026Q1: 6,516 shares; 2026Q2: 2,742 shares 2,742 $666K 0.19% -3,774 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,301 shares; 2024Q4: 20,110 shares; 2025Q1: 16,039 shares; 2025Q2: 16,043 shares; 2025Q3: 16,166 shares; 2025Q4: 15,910 shares; 2026Q1: 15,729 shares; 2026Q2: 15,043 shares 15,043 $604K 0.17% -686 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,507 shares; 2025Q2: 7,507 shares; 2025Q3: 7,507 shares; 2025Q4: 7,507 shares; 2026Q1: 7,450 shares; 2026Q2: 7,455 shares 7,455 $583K 0.17% +5 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 9,992 shares; 2025Q4: 10,149 shares; 2026Q1: 10,392 shares; 2026Q2: 10,782 shares 10,782 $577K 0.17% +390 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,792 shares; 2026Q2: 6,195 shares 6,195 $512K 0.15% +3,403 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,667 shares; 2024Q4: 11,326 shares; 2025Q1: 12,005 shares; 2025Q2: 12,506 shares; 2025Q3: 9,911 shares; 2025Q4: 9,808 shares; 2026Q1: 10,528 shares; 2026Q2: 11,181 shares 11,181 $496K 0.14% +653 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,783 shares; 2024Q4: 25,999 shares; 2025Q1: 27,799 shares; 2025Q2: 28,839 shares; 2025Q3: 22,942 shares; 2025Q4: 22,230 shares; 2026Q1: 23,317 shares; 2026Q2: 25,082 shares 25,082 $481K 0.14% +1,765 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,479 shares; 2024Q4: 7,797 shares; 2025Q1: 6,190 shares; 2025Q2: 6,200 shares; 2025Q3: 6,243 shares; 2025Q4: 6,384 shares; 2026Q1: 6,409 shares; 2026Q2: 6,454 shares 6,454 $473K 0.14% +45 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 876 shares; 2025Q1: 1,277 shares; 2025Q2: 1,063 shares; 2025Q3: 1,018 shares; 2025Q4: 1,075 shares; 2026Q1: 1,117 shares; 2026Q2: 1,099 shares 1,099 $462K 0.13% -18 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,642 shares; 2025Q1: 2,638 shares; 2025Q2: 3,534 shares; 2025Q3: 3,529 shares; 2025Q4: 3,435 shares; 2026Q1: 3,932 shares; 2026Q2: 3,916 shares 3,916 $458K 0.13% -16 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,777 shares; 2024Q4: 110,938 shares; 2025Q1: 103,957 shares; 2025Q2: 102,625 shares; 2025Q3: 96,877 shares; 2025Q4: 10,802 shares; 2026Q1: 10,534 shares; 2026Q2: 10,301 shares 10,301 $449K 0.13% -233 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,470 shares; 2026Q1: 2,658 shares; 2026Q2: 3,474 shares 3,474 $443K 0.13% +816 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,813 shares; 2024Q4: 8,356 shares; 2025Q1: 9,725 shares; 2025Q2: 1,494 shares; 2025Q3: 1,170 shares; 2025Q4: 1,242 shares; 2026Q1: 1,135 shares; 2026Q2: 1,200 shares 1,200 $442K 0.13% +65 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,371 shares; 2024Q4: 6,313 shares; 2025Q1: 6,130 shares; 2025Q2: 5,963 shares; 2025Q3: 5,683 shares; 2025Q4: 5,547 shares; 2026Q1: 5,547 shares; 2026Q2: 5,716 shares 5,716 $440K 0.13% +169 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,732 shares; 2025Q4: 3,732 shares; 2026Q1: 3,733 shares; 2026Q2: 3,881 shares 3,881 $436K 0.12% +148 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,420 shares; 2024Q4: 1,411 shares; 2025Q1: 143 shares; 2025Q2: 1,372 shares; 2025Q3: 1,320 shares; 2025Q4: 1,322 shares; 2026Q1: 1,266 shares; 2026Q2: 1,267 shares 1,267 $434K 0.12% +1 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,066 shares; 2025Q1: 3,084 shares; 2025Q2: 3,656 shares; 2025Q3: 3,957 shares; 2025Q4: 2,951 shares; 2026Q1: 2,880 shares; 2026Q2: 2,901 shares 2,901 $425K 0.12% +21 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,584 shares; 2026Q1: 3,732 shares; 2026Q2: 3,668 shares 3,668 $425K 0.12% -64 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,154 shares 4,154 $412K 0.12% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,414 shares; 2025Q1: 1,455 shares; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 816 shares; 2026Q1: 844 shares; 2026Q2: 847 shares 847 $404K 0.12% +3 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 443 shares; 2025Q1: 607 shares; 2025Q2: 631 shares; 2025Q3: 658 shares; 2025Q4: 559 shares; 2026Q1: 489 shares; 2026Q2: 706 shares 706 $398K 0.11% +217 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,210 shares; 2024Q4: 4,234 shares; 2025Q1: 4,292 shares; 2025Q2: 4,011 shares; 2025Q3: 4,203 shares; 2025Q4: 4,087 shares; 2026Q1: 4,024 shares; 2026Q2: 3,995 shares 3,995 $384K 0.11% -29 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,146 shares; 2025Q2: 6,593 shares; 2025Q3: 6,590 shares; 2025Q4: 6,857 shares; 2026Q1: 6,857 shares; 2026Q2: 6,902 shares 6,902 $377K 0.11% +45 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 269 shares; 2025Q1: 286 shares; 2025Q2: 274 shares; 2025Q3: 266 shares; 2025Q4: 259 shares; 2026Q1: not reported; 2026Q2: 6,370 shares 6,370 $367K 0.11% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,928 shares; 2024Q4: 9,492 shares; 2025Q1: 6,549 shares; 2025Q2: 6,691 shares; 2025Q3: 6,574 shares; 2025Q4: 6,648 shares; 2026Q1: 6,507 shares; 2026Q2: 6,370 shares 6,370 $367K 0.11% -137 Timeline GUARDIAN HEALTH INC. GUARDIAN HEALTH INC. More: the full row for GUARDIAN HEALTH INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: 2,399 shares; 2026Q2: 2,413 shares 2,413 $362K 0.1% +14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,500 shares; 2025Q2: 16,200 shares; 2025Q3: 17,325 shares; 2025Q4: 17,825 shares; 2026Q1: 18,725 shares; 2026Q2: 20,140 shares 20,140 $361K 0.1% +1,415 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 9,728 shares; 2025Q1: 9,728 shares; 2025Q2: 9,706 shares; 2025Q3: 9,706 shares; 2025Q4: 9,706 shares; 2026Q1: 9,706 shares; 2026Q2: 9,706 shares 9,706 $359K 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 1,040 shares; 2026Q2: 1,045 shares 1,045 $358K 0.1% +5 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,206 shares; 2025Q1: 2,220 shares; 2025Q2: 2,163 shares; 2025Q3: 2,175 shares; 2025Q4: 2,202 shares; 2026Q1: 2,214 shares; 2026Q2: 2,228 shares 2,228 $352K 0.1% +14 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,289 shares; 2024Q4: 7,910 shares; 2025Q1: 5,218 shares; 2025Q2: 5,308 shares; 2025Q3: 5,226 shares; 2025Q4: 5,306 shares; 2026Q1: 5,184 shares; 2026Q2: 5,109 shares 5,109 $345K 0.1% -75 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,458 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,458 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares; 2026Q1: 6,458 shares; 2026Q2: 6,458 shares 6,458 $332K 0.1% 0 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,234 shares; 2025Q4: 2,244 shares; 2026Q1: 2,521 shares; 2026Q2: 2,547 shares 2,547 $328K 0.09% +26 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,700 shares; 2026Q2: 16,500 shares 16,500 $324K 0.09% +5,800 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,301 shares; 2025Q1: 1,227 shares; 2025Q2: 1,113 shares; 2025Q3: 1,100 shares; 2025Q4: 1,093 shares; 2026Q1: 1,039 shares; 2026Q2: 988 shares 988 $323K 0.09% -51 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,682 shares; 2024Q4: 100,028 shares; 2025Q1: 8,729 shares; 2025Q2: 9,174 shares; 2025Q3: 9,166 shares; 2025Q4: 9,196 shares; 2026Q1: 9,159 shares; 2026Q2: 8,730 shares 8,730 $321K 0.09% -429 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,560 shares; 2024Q4: 89,218 shares; 2025Q1: 79,260 shares; 2025Q2: 47,167 shares; 2025Q3: 43,452 shares; 2025Q4: 9,070 shares; 2026Q1: 8,935 shares; 2026Q2: 8,456 shares 8,456 $308K 0.09% -479 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 952 shares; 2026Q1: 851 shares; 2026Q2: 861 shares 861 $304K 0.09% +10 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 3,306 shares; 2025Q4: 3,322 shares; 2026Q1: not reported; 2026Q2: 2,442 shares 2,442 $284K 0.08% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 408 shares; 2025Q1: 397 shares; 2025Q2: 289 shares; 2025Q3: 305 shares; 2025Q4: 312 shares; 2026Q1: 297 shares; 2026Q2: 303 shares 303 $283K 0.08% +6 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,465 shares; 2025Q1: not reported; 2025Q2: 9,469 shares; 2025Q3: 9,469 shares; 2025Q4: 9,330 shares; 2026Q1: 9,657 shares; 2026Q2: 9,700 shares 9,700 $277K 0.08% +43 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,974 shares; 2024Q4: 9,833 shares; 2025Q1: 6,995 shares; 2025Q2: 6,988 shares; 2025Q3: 6,493 shares; 2025Q4: 6,557 shares; 2026Q1: 6,250 shares; 2026Q2: 6,215 shares 6,215 $272K 0.08% -35 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,725 shares; 2025Q2: 4,725 shares; 2025Q3: 4,725 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $266K 0.08% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,541 shares; 2024Q4: 11,838 shares; 2025Q1: 13,937 shares; 2025Q2: 13,524 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,083 shares; 2026Q2: 5,125 shares 5,125 $259K 0.07% +42 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,564 shares; 2025Q1: 1,413 shares; 2025Q2: 1,194 shares; 2025Q3: 1,199 shares; 2025Q4: 1,225 shares; 2026Q1: 1,230 shares; 2026Q2: 1,065 shares 1,065 $258K 0.07% -165 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,450 shares 3,450 $255K 0.07% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,568 shares; 2025Q4: 1,632 shares; 2026Q1: 1,634 shares; 2026Q2: 1,613 shares 1,613 $253K 0.07% -21 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,237 shares; 2025Q1: 3,114 shares; 2025Q2: 3,134 shares; 2025Q3: 3,153 shares; 2025Q4: 3,108 shares; 2026Q1: 3,127 shares; 2026Q2: 3,145 shares 3,145 $252K 0.07% +18 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,426 shares; 2025Q1: 1,428 shares; 2025Q2: 1,087 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,017 shares; 2026Q2: 1,018 shares 1,018 $246K 0.07% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,992 shares; 2024Q4: 3,004 shares; 2025Q1: 2,724 shares; 2025Q2: 2,735 shares; 2025Q3: 2,611 shares; 2025Q4: 2,621 shares; 2026Q1: 2,629 shares; 2026Q2: 2,561 shares 2,561 $246K 0.07% -68 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,450 shares; 2024Q4: 6,523 shares; 2025Q1: 6,543 shares; 2025Q2: 6,577 shares; 2025Q3: 6,112 shares; 2025Q4: 5,981 shares; 2026Q1: 5,868 shares; 2026Q2: 5,901 shares 5,901 $244K 0.07% +33 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,741 shares; 2024Q4: 6,592 shares; 2025Q1: 4,769 shares; 2025Q2: 4,840 shares; 2025Q3: 4,778 shares; 2025Q4: 4,891 shares; 2026Q1: 4,820 shares; 2026Q2: 4,854 shares 4,854 $241K 0.07% +34 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,223 shares; 2025Q2: 2,175 shares; 2025Q3: 1,279 shares; 2025Q4: 1,330 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $233K 0.07% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,198 shares 2,198 $227K 0.07% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,551 shares 4,551 $226K 0.06% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,500 shares 6,500 $225K 0.06% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 854 shares; 2026Q2: 855 shares 855 $217K 0.06% +1 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,283 shares; 2024Q4: 7,311 shares; 2025Q1: 5,541 shares; 2025Q2: 5,312 shares; 2025Q3: 5,445 shares; 2025Q4: 5,259 shares; 2026Q1: 5,365 shares; 2026Q2: 5,399 shares 5,399 $217K 0.06% +34 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,762 shares; 2024Q4: 3,770 shares; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: 3,643 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $215K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,324 shares; 2024Q4: 10,299 shares; 2025Q1: 10,098 shares; 2025Q2: 943 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $207K 0.06% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,159 shares; 2024Q4: 5,116 shares; 2025Q1: 5,057 shares; 2025Q2: 571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,629 shares 1,629 $202K 0.06% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 10,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $91K 0.03% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 35,000 shares; 2026Q2: 15,000 shares 15,000 $78K 0.02% -20,000 Timeline