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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,264 shares; 2025Q1: 25,355 shares; 2025Q2: 25,689 shares; 2025Q3: 26,117 shares; 2025Q4: 26,565 shares 26,565 $16.3M 13.61% +448 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 367,301 shares; 2025Q1: 442,871 shares; 2025Q2: 453,421 shares; 2025Q3: 464,835 shares; 2025Q4: 475,533 shares 475,533 $15.5M 12.93% +10,698 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,276 shares; 2025Q1: 42,455 shares; 2025Q2: 42,528 shares; 2025Q3: 16,288 shares; 2025Q4: 38,376 shares 38,376 $7.16M 5.97% +22,088 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,661 shares; 2025Q1: 22,798 shares; 2025Q2: 23,709 shares; 2025Q3: 15,313 shares; 2025Q4: 21,411 shares 21,411 $5.82M 4.85% +6,098 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,515 shares; 2025Q1: 17,484 shares; 2025Q2: 18,024 shares; 2025Q3: 18,719 shares; 2025Q4: 19,710 shares 19,710 $5.72M 4.77% +991 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,472 shares; 2025Q1: 70,762 shares; 2025Q2: 73,051 shares; 2025Q3: 76,229 shares; 2025Q4: 79,444 shares 79,444 $5.52M 4.6% +3,215 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,156 shares; 2025Q1: 10,431 shares; 2025Q2: 10,364 shares; 2025Q3: 5,741 shares; 2025Q4: 11,179 shares 11,179 $5.41M 4.51% +5,438 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,012 shares; 2025Q1: 41,587 shares; 2025Q2: 42,572 shares; 2025Q3: 44,539 shares; 2025Q4: 46,913 shares 46,913 $4.8M 4.01% +2,374 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,576 shares; 2025Q1: 57,446 shares; 2025Q2: 59,304 shares; 2025Q3: 61,596 shares; 2025Q4: 63,393 shares 63,393 $4.75M 3.96% +1,797 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 122,016 shares; 2025Q1: 101,219 shares; 2025Q2: 100,358 shares; 2025Q3: 102,464 shares; 2025Q4: 104,427 shares 104,427 $4.64M 3.87% +1,963 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,003 shares; 2025Q1: 137,567 shares; 2025Q2: 143,924 shares; 2025Q3: 157,805 shares; 2025Q4: 167,649 shares 167,649 $4.6M 3.83% +9,844 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,644 shares; 2025Q1: 62,509 shares; 2025Q2: 63,316 shares; 2025Q3: 67,956 shares; 2025Q4: 67,637 shares 67,637 $3.9M 3.25% -319 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,811 shares; 2025Q1: 30,458 shares; 2025Q2: 30,489 shares; 2025Q3: 31,533 shares; 2025Q4: 32,164 shares 32,164 $2.88M 2.4% +631 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,346 shares; 2025Q1: 7,460 shares; 2025Q2: 7,442 shares; 2025Q3: 4,879 shares; 2025Q4: 7,507 shares 7,507 $2.6M 2.17% +2,628 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,440 shares; 2025Q1: 21,347 shares; 2025Q2: 21,220 shares; 2025Q3: 21,593 shares; 2025Q4: 21,440 shares 21,440 $2.56M 2.13% -153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,910 shares; 2025Q1: 10,017 shares; 2025Q2: 10,251 shares; 2025Q3: 6,499 shares; 2025Q4: 9,954 shares 9,954 $2.3M 1.92% +3,455 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,641 shares; 2025Q1: 17,535 shares; 2025Q2: 17,339 shares; 2025Q3: 18,197 shares; 2025Q4: 18,315 shares 18,315 $2.02M 1.68% +118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,822 shares; 2025Q1: 34,970 shares; 2025Q2: 35,216 shares; 2025Q3: 37,210 shares; 2025Q4: 39,821 shares 39,821 $2.01M 1.68% +2,611 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,224 shares; 2025Q1: 36,013 shares; 2025Q2: 35,554 shares; 2025Q3: 36,954 shares; 2025Q4: 38,071 shares 38,071 $1.93M 1.61% +1,117 Timeline XMMO 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,001 shares; 2025Q1: 11,703 shares; 2025Q2: 11,851 shares; 2025Q3: 12,614 shares; 2025Q4: 12,554 shares 12,554 $1.74M 1.45% -60 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,370 shares; 2025Q1: 33,034 shares; 2025Q2: 34,563 shares; 2025Q3: 37,647 shares; 2025Q4: 37,178 shares 37,178 $1.38M 1.15% -469 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 1,660 shares; 2025Q2: 1,677 shares; 2025Q3: 759 shares; 2025Q4: 1,954 shares 1,954 $1.29M 1.08% +1,195 Timeline BIV 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,475 shares; 2025Q1: 15,752 shares; 2025Q2: 15,654 shares; 2025Q3: 16,245 shares; 2025Q4: 16,257 shares 16,257 $1.27M 1.06% +12 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,472 shares; 2025Q1: 6,359 shares; 2025Q2: 6,550 shares; 2025Q3: 1,978 shares; 2025Q4: 3,937 shares 3,937 $1.23M 1.03% +1,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,062 shares; 2025Q1: 40,383 shares; 2025Q2: 40,805 shares; 2025Q3: 42,889 shares; 2025Q4: 43,172 shares 43,172 $1.05M 0.88% +283 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,582 shares; 2025Q1: 14,977 shares; 2025Q2: 15,151 shares; 2025Q3: 16,151 shares; 2025Q4: 16,130 shares 16,130 $947K 0.79% -21 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,116 shares; 2025Q1: 2,357 shares; 2025Q2: 2,308 shares; 2025Q3: 839 shares; 2025Q4: 2,054 shares 2,054 $924K 0.77% +1,215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,693 shares; 2025Q1: 17,994 shares; 2025Q2: 18,002 shares; 2025Q3: 18,320 shares; 2025Q4: 18,335 shares 18,335 $869K 0.72% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 2,768 shares 2,768 $841K 0.7% +1,646 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,360 shares; 2025Q1: 8,893 shares; 2025Q2: 9,066 shares; 2025Q3: 4,215 shares; 2025Q4: 9,872 shares 9,872 $760K 0.63% +5,657 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,025 shares; 2025Q1: 4,131 shares; 2025Q2: 4,078 shares; 2025Q3: 1,342 shares; 2025Q4: 3,659 shares 3,659 $713K 0.59% +2,317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 3,584 shares 3,584 $637K 0.53% +2,425 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,164 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 3,036 shares; 2025Q4: 2,995 shares 2,995 $526K 0.44% -41 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 764 shares; 2025Q2: 767 shares; 2025Q3: 315 shares; 2025Q4: 3,430 shares 3,430 $525K 0.44% +3,115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,968 shares; 2025Q1: 14,857 shares; 2025Q2: 14,857 shares; 2025Q3: 14,667 shares; 2025Q4: 14,623 shares 14,623 $501K 0.42% -44 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,970 shares; 2025Q1: 19,970 shares; 2025Q2: 19,970 shares; 2025Q3: 19,970 shares; 2025Q4: 19,970 shares 19,970 $486K 0.41% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,181 shares 4,181 $392K 0.33% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,114 shares; 2025Q1: 4,529 shares; 2025Q2: 4,606 shares; 2025Q3: 4,854 shares; 2025Q4: 4,882 shares 4,882 $389K 0.32% +28 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares 2,211 $343K 0.29% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,546 shares 1,546 $331K 0.28% new Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,383 shares; 2025Q1: 10,416 shares; 2025Q2: 10,732 shares; 2025Q3: 11,299 shares; 2025Q4: 11,352 shares 11,352 $280K 0.23% +53 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $275K 0.23% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,734 shares; 2025Q2: 2,814 shares; 2025Q3: 2,905 shares; 2025Q4: 2,932 shares 2,932 $274K 0.23% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares 211 $227K 0.19% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,026 shares 2,026 $223K 0.19% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,757 shares; 2025Q4: 807 shares 807 $219K 0.18% -1,950 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,061 shares; 2025Q4: 2,053 shares 2,053 $216K 0.18% -3,008 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 474 shares; 2025Q2: 475 shares; 2025Q3: 1,621 shares; 2025Q4: 404 shares 404 $211K 0.18% -1,217 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,804 shares; 2025Q1: 2,658 shares; 2025Q2: 2,618 shares; 2025Q3: 7,239 shares; 2025Q4: 1,888 shares 1,888 $210K 0.18% -5,351 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares 8,400 $206K 0.17% 0 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $20K 0.02% 0 Timeline