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Disclosery

XY Planning Network, Inc.

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13F filer, CIK 1873438, BOZEMAN, MT

XY Planning Network, Inc. reported $929,348,944 across 380 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 28.13% of the portfolio.

Accepted , ingested 13F-HR 0001754960-26-000864

Period
2026-09-30
Reported value
$929M
Holdings
380
Top 10 weight
28.13%
New
61
Sold out
21

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSVnew+378,659$14.2M
DFAUadded+230,040$12M
DFA INVT DIMENSIONS GROUP INnew+109,692$9.07M
VTIadded+22,244$8.32M
AVUSadded+57,095$7.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFACreduced-226,624-$10.1M
DCORexited-119,331-$9.78M
DFSVexited-171,402-$6.65M
DUHPexited-79,964-$3.34M
IWVexited-6,565-$2.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2026

Share positions as resolved from 13F-HR 0001754960-26-000864, largest first. % of portfolio is the value over $929,348,944, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,555 shares; 2025Q1: 15,429 shares; 2025Q2: 68,911 shares; 2025Q3: 68,911 shares; 2025Q4: 114,709 shares; 2026Q1: 105,586 shares; 2026Q2: 111,109 shares; 2026Q3: 133,353 shares 133,353$49.9M5.37%+22,244Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,277 shares; 2025Q1: 2,412 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 40,432 shares; 2026Q1: 46,544 shares; 2026Q2: 48,815 shares; 2026Q3: 49,358 shares 49,358$34.6M3.72%+543Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268,631 shares; 2025Q1: 393,856 shares; 2025Q2: 456,678 shares; 2025Q3: 456,678 shares; 2025Q4: 917,707 shares; 2026Q1: 950,162 shares; 2026Q2: 975,919 shares; 2026Q3: 749,295 shares 749,295$33.3M3.58%-226,624Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,518 shares; 2025Q1: 91,761 shares; 2025Q2: 133,205 shares; 2025Q3: 133,205 shares; 2025Q4: 251,855 shares; 2026Q1: 275,743 shares; 2026Q2: 363,090 shares; 2026Q3: 452,099 shares 452,099$31.9M3.43%+89,009Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118,658 shares; 2025Q1: 156,226 shares; 2025Q2: 180,535 shares; 2025Q3: 180,535 shares; 2025Q4: 478,664 shares; 2026Q1: 502,259 shares; 2026Q2: 547,885 shares; 2026Q3: 636,138 shares 636,138$23.9M2.57%+88,253Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,654 shares; 2025Q1: 210,726 shares; 2025Q2: 227,250 shares; 2025Q3: 227,250 shares; 2025Q4: 268,242 shares; 2026Q1: 309,411 shares; 2026Q2: 345,812 shares; 2026Q3: 527,673 shares 527,673$21.2M2.28%+181,861Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,396 shares; 2025Q1: 95,953 shares; 2025Q2: 119,352 shares; 2025Q3: 119,352 shares; 2025Q4: 186,690 shares; 2026Q1: 209,677 shares; 2026Q2: 220,232 shares; 2026Q3: 241,575 shares 241,575$18.9M2.04%+21,343Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,718 shares; 2025Q1: 10,132 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,346 shares; 2026Q1: 17,204 shares; 2026Q2: 178,651 shares; 2026Q3: 189,422 shares 189,422$17.1M1.84%+10,771Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,170 shares; 2025Q1: 21,416 shares; 2025Q2: 64,364 shares; 2025Q3: 64,364 shares; 2025Q4: 203,212 shares; 2026Q1: 233,977 shares; 2026Q2: 310,169 shares; 2026Q3: 350,272 shares 350,272$16.4M1.77%+40,103Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 28,701 shares; 2026Q1: 28,958 shares; 2026Q2: 41,643 shares; 2026Q3: 271,683 shares 271,683$14.2M1.53%+230,040Timeline
DFSVDFA INVT DIMENSIONS GROUP INQuarterly 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: 378,659 shares 378,659$14.2M1.53%newTimeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,232 shares; 2025Q1: 6,695 shares; 2025Q2: 11,287 shares; 2025Q3: 11,287 shares; 2025Q4: 58,488 shares; 2026Q1: 71,439 shares; 2026Q2: 91,449 shares; 2026Q3: 119,092 shares 119,092$13.3M1.43%+27,643Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,906 shares; 2025Q1: 5,080 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 13,983 shares; 2026Q1: 17,325 shares; 2026Q2: 52,971 shares; 2026Q3: 59,089 shares 59,089$12.8M1.37%+6,118Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,667 shares; 2025Q1: 14,302 shares; 2025Q2: 20,298 shares; 2025Q3: 20,298 shares; 2025Q4: 19,434 shares; 2026Q1: 23,307 shares; 2026Q2: 41,375 shares; 2026Q3: 98,470 shares 98,470$12.6M1.36%+57,095Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,604 shares; 2025Q2: 13,058 shares; 2025Q3: 13,058 shares; 2025Q4: 10,021 shares; 2026Q1: 12,021 shares; 2026Q2: 14,106 shares; 2026Q3: 16,308 shares 16,308$12.5M1.34%+2,202Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,237 shares; 2025Q1: 12,777 shares; 2025Q2: 55,998 shares; 2025Q3: 55,998 shares; 2025Q4: 138,955 shares; 2026Q1: 135,545 shares; 2026Q2: 141,044 shares; 2026Q3: 146,603 shares 146,603$12.5M1.34%+5,559Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,171 shares; 2025Q1: 142,950 shares; 2025Q2: 143,504 shares; 2025Q3: 143,504 shares; 2025Q4: 187,252 shares; 2026Q1: 216,985 shares; 2026Q2: 234,381 shares; 2026Q3: 250,390 shares 250,390$12.4M1.34%+16,009Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193,557 shares; 2025Q1: 199,194 shares; 2025Q2: 189,126 shares; 2025Q3: 189,126 shares; 2025Q4: 310,046 shares; 2026Q1: 346,201 shares; 2026Q2: 374,316 shares; 2026Q3: 455,858 shares 455,858$12.3M1.33%+81,542Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72,946 shares; 2025Q1: 66,520 shares; 2025Q2: 60,623 shares; 2025Q3: 60,623 shares; 2025Q4: 63,728 shares; 2026Q1: 68,313 shares; 2026Q2: 80,955 shares; 2026Q3: 112,267 shares 112,267$12.3M1.32%+31,312Timeline
SPYMSPDR SERIES TRUSTQuarterly 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: 41,795 shares; 2026Q1: 58,869 shares; 2026Q2: 120,473 shares; 2026Q3: 130,578 shares 130,578$11.7M1.26%+10,105Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 459 shares; 2025Q2: 12,078 shares; 2025Q3: 12,078 shares; 2025Q4: 14,610 shares; 2026Q1: 14,653 shares; 2026Q2: 14,805 shares; 2026Q3: 14,968 shares 14,968$11.4M1.23%+163Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,998 shares; 2025Q1: 32,980 shares; 2025Q2: 67,117 shares; 2025Q3: 67,117 shares; 2025Q4: 106,107 shares; 2026Q1: 113,071 shares; 2026Q2: 126,210 shares; 2026Q3: 136,487 shares 136,487$11.3M1.22%+10,277Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 41,853 shares; 2025Q2: 82,593 shares; 2025Q3: 82,593 shares; 2025Q4: 167,277 shares; 2026Q1: 179,274 shares; 2026Q2: 174,104 shares; 2026Q3: 173,467 shares 173,467$10.9M1.18%-637Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,570 shares; 2025Q1: 104,888 shares; 2025Q2: 107,424 shares; 2025Q3: 107,424 shares; 2025Q4: 239,806 shares; 2026Q1: 253,398 shares; 2026Q2: 269,500 shares; 2026Q3: 266,268 shares 266,268$10.6M1.14%-3,232Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,428 shares; 2025Q1: 4,082 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares; 2025Q4: 22,985 shares; 2026Q1: 36,975 shares; 2026Q2: 56,733 shares; 2026Q3: 106,861 shares 106,861$10M1.08%+50,128Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,982 shares; 2025Q1: 88,333 shares; 2025Q2: 101,344 shares; 2025Q3: 101,344 shares; 2025Q4: 152,745 shares; 2026Q1: 166,254 shares; 2026Q2: 163,066 shares; 2026Q3: 165,992 shares 165,992$9.84M1.06%+2,926Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,880 shares; 2025Q1: 48,356 shares; 2025Q2: 82,976 shares; 2025Q3: 82,976 shares; 2025Q4: 143,100 shares; 2026Q1: 157,714 shares; 2026Q2: 188,498 shares; 2026Q3: 199,617 shares 199,617$9.83M1.06%+11,119Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,602 shares; 2025Q2: 15,886 shares; 2025Q3: 15,886 shares; 2025Q4: 29,218 shares; 2026Q1: 49,250 shares; 2026Q2: 84,102 shares; 2026Q3: 90,260 shares 90,260$9.09M0.98%+6,158Timeline
DFA INVT DIMENSIONS GROUP INDFA INVT DIMENSIONS GROUP INQuarterly 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: 109,692 shares 109,692$9.07M0.98%new
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,559 shares; 2025Q3: 24,559 shares; 2025Q4: 188,809 shares; 2026Q1: 227,423 shares; 2026Q2: 251,997 shares; 2026Q3: 292,197 shares 292,197$7.97M0.86%+40,200Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,376 shares; 2025Q1: 5,298 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 25,550 shares; 2026Q1: 24,166 shares; 2026Q2: 18,613 shares; 2026Q3: 23,712 shares 23,712$7.9M0.85%+5,099Timeline
VCRBVANGUARD MALVERN FDSQuarterly 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: 94,460 shares; 2026Q3: 105,729 shares 105,729$7.78M0.84%+11,269Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,503 shares; 2025Q1: 12,405 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 35,735 shares; 2026Q1: 35,971 shares; 2026Q2: 30,640 shares; 2026Q3: 33,565 shares 33,565$7.67M0.82%+2,925Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,079 shares; 2025Q1: 51,579 shares; 2025Q2: 69,337 shares; 2025Q3: 69,337 shares; 2025Q4: 74,951 shares; 2026Q1: 5,208 shares; 2026Q2: 104,472 shares; 2026Q3: 140,300 shares 140,300$6.52M0.7%+35,828Timeline
ACWXISHARES TRQuarterly 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: 24,396 shares; 2026Q2: 38,452 shares; 2026Q3: 82,889 shares 82,889$6.27M0.67%+44,437Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20,204 shares; 2025Q2: 30,903 shares; 2025Q3: 30,903 shares; 2025Q4: 105,459 shares; 2026Q1: 117,355 shares; 2026Q2: 116,659 shares; 2026Q3: 117,622 shares 117,622$6.22M0.67%+963Timeline
DYNFBLACKROCK ETF TRUSTQuarterly 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: 61,222 shares; 2026Q1: 77,457 shares; 2026Q2: 77,229 shares; 2026Q3: 89,308 shares 89,308$6.19M0.67%+12,079Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,295 shares; 2025Q2: 53,912 shares; 2025Q3: 53,912 shares; 2025Q4: 97,506 shares; 2026Q1: 96,572 shares; 2026Q2: 100,823 shares; 2026Q3: 107,371 shares 107,371$6.18M0.67%+6,548Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,843 shares; 2025Q2: 13,238 shares; 2025Q3: 13,238 shares; 2025Q4: 27,941 shares; 2026Q1: 35,954 shares; 2026Q2: 34,309 shares; 2026Q3: 38,589 shares 38,589$6.09M0.66%+4,280Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,294 shares; 2025Q1: 18,086 shares; 2025Q2: 34,586 shares; 2025Q3: 34,586 shares; 2025Q4: 63,865 shares; 2026Q1: 66,475 shares; 2026Q2: 71,619 shares; 2026Q3: 78,222 shares 78,222$6.04M0.65%+6,603Timeline
IVWISHARES TRQuarterly 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: 24,142 shares; 2026Q1: 30,372 shares; 2026Q2: 35,035 shares; 2026Q3: 39,903 shares 39,903$5.68M0.61%+4,868Timeline
SCHZSCHWAB STRATEGIC TRQuarterly 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: 198,341 shares; 2026Q1: 205,904 shares; 2026Q2: 212,609 shares; 2026Q3: 242,594 shares 242,594$5.36M0.58%+29,985Timeline
IUSBISHARES TRQuarterly 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: 41,818 shares; 2026Q1: 48,347 shares; 2026Q2: 87,081 shares; 2026Q3: 114,223 shares 114,223$5.04M0.54%+27,142Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,048 shares; 2025Q2: 30,725 shares; 2025Q3: 30,725 shares; 2025Q4: 39,474 shares; 2026Q1: 40,152 shares; 2026Q2: 109,068 shares; 2026Q3: 117,936 shares 117,936$4.89M0.53%+8,868Timeline
DUHPDFA INVT DIMENSIONS GROUP INQuarterly 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: 115,367 shares 115,367$4.84M0.52%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,142 shares; 2025Q1: 67,064 shares; 2025Q2: 81,282 shares; 2025Q3: 81,282 shares; 2025Q4: 58,971 shares; 2026Q1: 63,572 shares; 2026Q2: 63,353 shares; 2026Q3: 107,764 shares 107,764$4.67M0.5%+44,411Timeline
SPYGSPDR SERIES TRUSTQuarterly 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: 32,440 shares; 2026Q1: 34,258 shares; 2026Q2: 36,564 shares; 2026Q3: 37,447 shares 37,447$4.61M0.5%+883Timeline
AESRHORIZON FDSQuarterly 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: 231,039 shares; 2026Q3: 230,152 shares 230,152$4.58M0.49%-887Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly 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: 4,559 shares; 2026Q3: 16,935 shares 16,935$4.48M0.48%+12,376Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,375 shares; 2025Q1: 709 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 3,034 shares; 2026Q1: 3,247 shares; 2026Q2: 7,126 shares; 2026Q3: 8,692 shares 8,692$4.46M0.48%+1,566Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly 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: 47,251 shares; 2026Q1: 50,547 shares; 2026Q2: 48,694 shares; 2026Q3: 53,007 shares 53,007$4.46M0.48%+4,313Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104,158 shares; 2025Q1: 113,506 shares; 2025Q2: 102,192 shares; 2025Q3: 102,192 shares; 2025Q4: 106,984 shares; 2026Q1: 117,713 shares; 2026Q2: not reported; 2026Q3: 117,022 shares 117,022$4.34M0.47%newTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 14,819 shares; 2026Q1: 19,384 shares; 2026Q2: 17,182 shares; 2026Q3: 18,382 shares 18,382$4.2M0.45%+1,200Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,780 shares; 2025Q1: 100,623 shares; 2025Q2: 137,431 shares; 2025Q3: 137,431 shares; 2025Q4: 134,294 shares; 2026Q1: 114,201 shares; 2026Q2: 120,482 shares; 2026Q3: 111,577 shares 111,577$4.13M0.44%-8,905Timeline
FLOTISHARES TRQuarterly 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: 41,926 shares; 2026Q1: 48,980 shares; 2026Q2: 63,859 shares; 2026Q3: 78,425 shares 78,425$4M0.43%+14,566Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,985 shares; 2025Q2: 15,122 shares; 2025Q3: 15,122 shares; 2025Q4: 105,123 shares; 2026Q1: 113,864 shares; 2026Q2: 119,333 shares; 2026Q3: 143,164 shares 143,164$3.93M0.42%+23,831Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,472 shares; 2025Q1: 41,316 shares; 2025Q2: 49,563 shares; 2025Q3: 49,563 shares; 2025Q4: 89,258 shares; 2026Q1: 85,267 shares; 2026Q2: 91,174 shares; 2026Q3: 115,302 shares 115,302$3.75M0.4%+24,128Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,837 shares; 2025Q3: 22,837 shares; 2025Q4: 19,921 shares; 2026Q1: 19,921 shares; 2026Q2: 19,946 shares; 2026Q3: 19,958 shares 19,958$3.6M0.39%+12Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,651 shares; 2025Q3: 58,651 shares; 2025Q4: 120,869 shares; 2026Q1: 136,181 shares; 2026Q2: 133,840 shares; 2026Q3: 139,327 shares 139,327$3.59M0.39%+5,487Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,566 shares; 2025Q3: 2,566 shares; 2025Q4: 3,417 shares; 2026Q1: 6,904 shares; 2026Q2: 41,386 shares; 2026Q3: 45,849 shares 45,849$3.5M0.38%+4,463Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,600 shares; 2025Q1: 20,355 shares; 2025Q2: 24,764 shares; 2025Q3: 24,764 shares; 2025Q4: 23,869 shares; 2026Q1: 22,937 shares; 2026Q2: 27,600 shares; 2026Q3: 29,370 shares 29,370$3.46M0.37%+1,770Timeline
COROBLACKROCK ETF TRUSTQuarterly 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: 58,421 shares; 2026Q2: 79,602 shares; 2026Q3: 94,267 shares 94,267$3.43M0.37%+14,665Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,156 shares; 2025Q3: 14,156 shares; 2025Q4: 51,465 shares; 2026Q1: 64,735 shares; 2026Q2: 68,626 shares; 2026Q3: 68,716 shares 68,716$3.4M0.37%+90Timeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,016 shares; 2025Q2: 10,555 shares; 2025Q3: 10,555 shares; 2025Q4: 11,131 shares; 2026Q1: 12,652 shares; 2026Q2: not reported; 2026Q3: 12,482 shares 12,482$3.4M0.37%newTimeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,030 shares; 2025Q2: 26,226 shares; 2025Q3: 26,226 shares; 2025Q4: 32,041 shares; 2026Q1: 31,000 shares; 2026Q2: 29,233 shares; 2026Q3: 33,379 shares 33,379$3.31M0.36%+4,146Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly 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: 11,112 shares; 2026Q1: 12,355 shares; 2026Q2: 75,964 shares; 2026Q3: 83,926 shares 83,926$3.3M0.35%+7,962Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 782 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,530 shares; 2026Q1: 3,709 shares; 2026Q2: 3,830 shares; 2026Q3: 4,431 shares 4,431$3.28M0.35%+601Timeline
UYLDANGEL OAK FUNDS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27,044 shares; 2025Q2: 43,500 shares; 2025Q3: 43,500 shares; 2025Q4: 46,993 shares; 2026Q1: 63,626 shares; 2026Q2: 68,260 shares; 2026Q3: 62,946 shares 62,946$3.19M0.34%-5,314Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,515 shares; 2025Q2: 25,264 shares; 2025Q3: 25,264 shares; 2025Q4: 35,768 shares; 2026Q1: 37,014 shares; 2026Q2: 37,557 shares; 2026Q3: 60,297 shares 60,297$3.13M0.34%+22,740Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 5,844 shares; 2026Q1: 5,915 shares; 2026Q2: 8,309 shares; 2026Q3: 8,911 shares 8,911$3.04M0.33%+602Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,347 shares; 2025Q1: 3,822 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 7,391 shares; 2026Q1: 8,030 shares; 2026Q2: 8,438 shares; 2026Q3: 11,740 shares 11,740$2.93M0.31%+3,302Timeline
SCHOSCHWAB STRATEGIC TRQuarterly 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: 93,634 shares; 2026Q1: 106,687 shares; 2026Q2: 105,903 shares; 2026Q3: 121,380 shares 121,380$2.9M0.31%+15,477Timeline
ESGVVANGUARD WORLD FDQuarterly 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: 20,812 shares; 2026Q3: 21,167 shares 21,167$2.87M0.31%+355Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,729 shares; 2025Q1: 22,763 shares; 2025Q2: 22,509 shares; 2025Q3: 22,509 shares; 2025Q4: 21,542 shares; 2026Q1: 21,988 shares; 2026Q2: 22,487 shares; 2026Q3: 25,481 shares 25,481$2.81M0.3%+2,994Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,995 shares; 2026Q1: 2,436 shares; 2026Q2: 11,169 shares; 2026Q3: 11,989 shares 11,989$2.77M0.3%+820Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,660 shares; 2025Q1: 41,246 shares; 2025Q2: 56,848 shares; 2025Q3: 56,848 shares; 2025Q4: 50,770 shares; 2026Q1: 44,333 shares; 2026Q2: 45,877 shares; 2026Q3: 41,525 shares 41,525$2.76M0.3%-4,352Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,670 shares; 2025Q3: 2,670 shares; 2025Q4: 2,702 shares; 2026Q1: 2,708 shares; 2026Q2: 7,312 shares; 2026Q3: 7,784 shares 7,784$2.63M0.28%+472Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,626 shares; 2025Q2: 7,226 shares; 2025Q3: 7,226 shares; 2025Q4: 22,742 shares; 2026Q1: 22,006 shares; 2026Q2: 19,935 shares; 2026Q3: 26,604 shares 26,604$2.59M0.28%+6,669Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,570 shares; 2025Q3: 10,570 shares; 2025Q4: 15,195 shares; 2026Q1: 18,247 shares; 2026Q2: 23,205 shares; 2026Q3: 25,598 shares 25,598$2.59M0.28%+2,393Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,563 shares; 2025Q3: 7,563 shares; 2025Q4: 16,494 shares; 2026Q1: 14,845 shares; 2026Q2: 14,636 shares; 2026Q3: 15,307 shares 15,307$2.55M0.27%+671Timeline
BAIBLACKROCK ETF TRUSTQuarterly 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: 36,418 shares; 2026Q1: 52,073 shares; 2026Q2: 46,018 shares; 2026Q3: 53,659 shares 53,659$2.53M0.27%+7,641Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,128 shares; 2025Q1: 13,487 shares; 2025Q2: 15,541 shares; 2025Q3: 15,541 shares; 2025Q4: 17,230 shares; 2026Q1: 23,094 shares; 2026Q2: 24,175 shares; 2026Q3: 35,136 shares 35,136$2.53M0.27%+10,961Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,350 shares; 2025Q2: 34,825 shares; 2025Q3: 34,825 shares; 2025Q4: 32,661 shares; 2026Q1: 29,023 shares; 2026Q2: 43,572 shares; 2026Q3: 47,586 shares 47,586$2.4M0.26%+4,014Timeline
EUSAISHARES INCQuarterly 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: 15,463 shares; 2026Q1: 19,898 shares; 2026Q2: 20,498 shares; 2026Q3: 21,504 shares 21,504$2.39M0.26%+1,006Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,946 shares; 2025Q1: 28,456 shares; 2025Q2: 44,373 shares; 2025Q3: 44,373 shares; 2025Q4: 47,767 shares; 2026Q1: 53,729 shares; 2026Q2: not reported; 2026Q3: 53,367 shares 53,367$2.39M0.26%newTimeline
FBNDFIDELITY MERRIMACK STR TRQuarterly 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: 65,969 shares; 2026Q1: 70,065 shares; 2026Q2: 72,939 shares; 2026Q3: 52,754 shares 52,754$2.28M0.25%-20,185Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,615 shares; 2025Q1: 10,130 shares; 2025Q2: 17,674 shares; 2025Q3: 17,674 shares; 2025Q4: 30,636 shares; 2026Q1: 32,706 shares; 2026Q2: 43,086 shares; 2026Q3: 48,690 shares 48,690$2.24M0.24%+5,604Timeline
NUBDNUSHARES ETF TRQuarterly 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: 143,312 shares; 2026Q3: 105,673 shares 105,673$2.24M0.24%-37,639Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,464 shares; 2025Q1: 36,145 shares; 2025Q2: 41,069 shares; 2025Q3: 41,069 shares; 2025Q4: 43,352 shares; 2026Q1: 43,796 shares; 2026Q2: 41,579 shares; 2026Q3: 41,265 shares 41,265$2.23M0.24%-314Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 11,112 shares; 2026Q1: 10,291 shares; 2026Q2: 9,715 shares; 2026Q3: 8,485 shares 8,485$2.22M0.24%-1,230Timeline
BLCRBLACKROCK ETF TRUSTQuarterly 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: 7,861 shares; 2026Q2: 34,626 shares; 2026Q3: 43,689 shares 43,689$2.14M0.23%+9,063Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,192 shares; 2025Q1: 7,735 shares; 2025Q2: 27,907 shares; 2025Q3: 27,907 shares; 2025Q4: 46,884 shares; 2026Q1: 47,203 shares; 2026Q2: 45,088 shares; 2026Q3: 45,144 shares 45,144$2.13M0.23%+56Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,696 shares; 2025Q3: 34,696 shares; 2025Q4: 21,650 shares; 2026Q1: 21,227 shares; 2026Q2: 20,299 shares; 2026Q3: 20,138 shares 20,138$2.13M0.23%-161Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,174 shares; 2025Q1: 9,066 shares; 2025Q2: 11,312 shares; 2025Q3: 11,312 shares; 2025Q4: 8,998 shares; 2026Q1: 12,152 shares; 2026Q2: 12,313 shares; 2026Q3: 15,573 shares 15,573$2.12M0.23%+3,260Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,265 shares; 2025Q1: 38,079 shares; 2025Q2: 46,146 shares; 2025Q3: 46,146 shares; 2025Q4: 49,271 shares; 2026Q1: 50,553 shares; 2026Q2: not reported; 2026Q3: 42,025 shares 42,025$2.04M0.22%newTimeline
ISTBISHARES TRQuarterly 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: 25,960 shares; 2026Q1: 32,164 shares; 2026Q2: 42,588 shares; 2026Q3: 42,423 shares 42,423$2M0.22%-165Timeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly 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: 11,931 shares 11,931$1.94M0.21%newTimeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,411 shares; 2025Q3: 8,411 shares; 2025Q4: 11,641 shares; 2026Q1: 23,900 shares; 2026Q2: 30,236 shares; 2026Q3: 43,034 shares 43,034$1.93M0.21%+12,798Timeline
AFIFHORIZON FDSQuarterly 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: 208,586 shares; 2026Q3: 208,586 shares 208,586$1.92M0.21%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,001 shares; 2025Q1: 2,981 shares; 2025Q2: 2,787 shares; 2025Q3: 2,787 shares; 2025Q4: 3,765 shares; 2026Q1: 3,032 shares; 2026Q2: 25,405 shares; 2026Q3: 26,925 shares 26,925$1.89M0.2%+1,520Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,451 shares; 2026Q1: 6,153 shares; 2026Q2: 6,234 shares; 2026Q3: 6,932 shares 6,932$1.84M0.2%+698Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,602 shares; 2025Q1: 17,895 shares; 2025Q2: 19,416 shares; 2025Q3: 19,416 shares; 2025Q4: 24,527 shares; 2026Q1: 30,219 shares; 2026Q2: 40,592 shares; 2026Q3: 45,795 shares 45,795$1.79M0.19%+5,203Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 619 shares; 2026Q1: 1,271 shares; 2026Q2: 14,203 shares; 2026Q3: 14,211 shares 14,211$1.79M0.19%+8Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,112 shares; 2025Q1: 11,112 shares; 2025Q2: 20,588 shares; 2025Q3: 20,588 shares; 2025Q4: 33,370 shares; 2026Q1: 32,965 shares; 2026Q2: 32,284 shares; 2026Q3: 32,357 shares 32,357$1.78M0.19%+73Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,944 shares; 2025Q1: 22,041 shares; 2025Q2: 20,837 shares; 2025Q3: 20,837 shares; 2025Q4: 24,019 shares; 2026Q1: 24,815 shares; 2026Q2: not reported; 2026Q3: 20,946 shares 20,946$1.77M0.19%newTimeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,100 shares; 2025Q4: 15,191 shares; 2026Q1: 15,168 shares; 2026Q2: 14,751 shares; 2026Q3: 14,447 shares 14,447$1.77M0.19%-304Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,462 shares; 2025Q1: 15,005 shares; 2025Q2: 15,446 shares; 2025Q3: 15,446 shares; 2025Q4: 18,207 shares; 2026Q1: 18,684 shares; 2026Q2: not reported; 2026Q3: 15,571 shares 15,571$1.77M0.19%newTimeline
DFIVDIMENSIONAL ETF TRUSTQuarterly 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: 14,919 shares; 2026Q1: 18,938 shares; 2026Q2: 26,346 shares; 2026Q3: 31,551 shares 31,551$1.76M0.19%+5,205Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: 2,579 shares; 2025Q3: 2,579 shares; 2025Q4: 4,317 shares; 2026Q1: 4,945 shares; 2026Q2: 4,512 shares; 2026Q3: 5,059 shares 5,059$1.74M0.19%+547Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,305 shares; 2025Q1: 3,104 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 4,361 shares; 2026Q1: 4,331 shares; 2026Q2: 4,764 shares; 2026Q3: 4,935 shares 4,935$1.73M0.19%+171Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 2,462 shares; 2026Q1: 3,171 shares; 2026Q2: 3,030 shares; 2026Q3: 3,362 shares 3,362$1.67M0.18%+332Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,856 shares; 2025Q3: 47,856 shares; 2025Q4: 48,109 shares; 2026Q1: 48,343 shares; 2026Q2: 48,907 shares; 2026Q3: 50,014 shares 50,014$1.63M0.18%+1,107Timeline
HIDEEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 22,539 shares; 2025Q2: 32,867 shares; 2025Q3: 32,867 shares; 2025Q4: 48,023 shares; 2026Q1: 56,571 shares; 2026Q2: 63,275 shares; 2026Q3: 64,247 shares 64,247$1.57M0.17%+972Timeline
IALTBLACKROCK ETF TRUSTQuarterly 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: 39,817 shares; 2026Q3: 52,195 shares 52,195$1.56M0.17%+12,378Timeline
IHDGWISDOMTREE TRQuarterly 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: 31,768 shares; 2026Q1: 33,242 shares; 2026Q2: 30,335 shares; 2026Q3: 29,939 shares 29,939$1.55M0.17%-396Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,722 shares; 2025Q1: 3,272 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,066 shares; 2026Q1: 7,897 shares; 2026Q2: 12,703 shares; 2026Q3: 14,853 shares 14,853$1.55M0.17%+2,150Timeline
GOVTISHARES TRQuarterly 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: 36,161 shares; 2026Q2: 58,933 shares; 2026Q3: 70,941 shares 70,941$1.55M0.17%+12,008Timeline
THROBLACKROCK ETF TRUSTQuarterly 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: 29,812 shares; 2026Q1: 42,162 shares; 2026Q2: 30,644 shares; 2026Q3: 34,874 shares 34,874$1.53M0.17%+4,230Timeline
BRIFFIS TRQuarterly 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: 40,686 shares 40,686$1.51M0.16%newTimeline
IEMGISHARES INCQuarterly 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: 28,931 shares; 2026Q1: 11,329 shares; 2026Q2: 13,665 shares; 2026Q3: 18,574 shares 18,574$1.51M0.16%+4,909Timeline
SUSBISHARES TRQuarterly 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: 62,437 shares; 2026Q3: 59,060 shares 59,060$1.44M0.16%-3,377Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 13,379 shares; 2026Q1: 13,401 shares; 2026Q2: 31,798 shares; 2026Q3: 31,763 shares 31,763$1.43M0.15%-35Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares; 2025Q3: 4,060 shares; 2025Q4: 6,853 shares; 2026Q1: 10,214 shares; 2026Q2: 12,265 shares; 2026Q3: 14,764 shares 14,764$1.43M0.15%+2,499Timeline
SPGMSPDR INDEX SHS FDSQuarterly 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: 16,195 shares; 2026Q1: 16,195 shares; 2026Q2: 16,195 shares; 2026Q3: 16,195 shares 16,195$1.4M0.15%0Timeline
CRMSALESFORCE INCQuarterly 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: 6,022 shares 6,022$1.38M0.15%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,129 shares; 2025Q3: 4,129 shares; 2025Q4: 5,082 shares; 2026Q1: 5,123 shares; 2026Q2: 5,159 shares; 2026Q3: 6,962 shares 6,962$1.36M0.15%+1,803Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,958 shares; 2025Q1: not reported; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,674 shares; 2026Q1: 2,459 shares; 2026Q2: 2,808 shares; 2026Q3: 4,076 shares 4,076$1.35M0.15%+1,268Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,447 shares; 2025Q1: 22,654 shares; 2025Q2: 24,947 shares; 2025Q3: 24,947 shares; 2025Q4: 30,450 shares; 2026Q1: 23,313 shares; 2026Q2: 23,617 shares; 2026Q3: 26,630 shares 26,630$1.34M0.14%+3,013Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,739 shares; 2025Q1: 17,315 shares; 2025Q2: 17,762 shares; 2025Q3: 17,762 shares; 2025Q4: 15,071 shares; 2026Q1: not reported; 2026Q2: 16,427 shares; 2026Q3: 36,771 shares 36,771$1.32M0.14%+20,344Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly 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: 43,649 shares; 2026Q3: 56,381 shares 56,381$1.31M0.14%+12,732Timeline
USHYISHARES TRQuarterly 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: 32,385 shares; 2026Q1: 33,183 shares; 2026Q2: 33,791 shares; 2026Q3: 36,468 shares 36,468$1.3M0.14%+2,677Timeline
WMTWALMART INCQuarterly 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: 8,182 shares; 2026Q1: 8,679 shares; 2026Q2: 11,564 shares; 2026Q3: 12,350 shares 12,350$1.28M0.14%+786Timeline
QVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12,734 shares; 2025Q2: 21,627 shares; 2025Q3: 21,627 shares; 2025Q4: 24,346 shares; 2026Q1: 24,845 shares; 2026Q2: 21,920 shares; 2026Q3: 21,693 shares 21,693$1.27M0.14%-227Timeline
SHLDGLOBAL X FDSQuarterly 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: 6,946 shares; 2026Q1: 10,061 shares; 2026Q2: 21,499 shares; 2026Q3: 20,690 shares 20,690$1.24M0.13%-809Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,011 shares; 2025Q1: 5,080 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 5,277 shares; 2026Q1: 5,966 shares; 2026Q2: 5,967 shares; 2026Q3: 5,970 shares 5,970$1.24M0.13%+3Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,694 shares; 2025Q3: 29,694 shares; 2025Q4: 81,922 shares; 2026Q1: 50,766 shares; 2026Q2: 52,719 shares; 2026Q3: 63,340 shares 63,340$1.24M0.13%+10,621Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 8,340 shares; 2026Q1: 16,493 shares; 2026Q2: 13,183 shares; 2026Q3: 15,054 shares 15,054$1.24M0.13%+1,871Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,792 shares; 2025Q3: 24,792 shares; 2025Q4: 80,317 shares; 2026Q1: 49,246 shares; 2026Q2: 51,115 shares; 2026Q3: 61,431 shares 61,431$1.24M0.13%+10,316Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,177 shares; 2025Q3: 6,177 shares; 2025Q4: 16,177 shares; 2026Q1: 16,902 shares; 2026Q2: 17,696 shares; 2026Q3: 16,697 shares 16,697$1.24M0.13%-999Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 828 shares; 2026Q1: 874 shares; 2026Q2: 1,456 shares; 2026Q3: 1,650 shares 1,650$1.2M0.13%+194Timeline
QMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,904 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 18,071 shares; 2026Q1: 18,721 shares; 2026Q2: 16,137 shares; 2026Q3: 16,591 shares 16,591$1.2M0.13%+454Timeline
XTENBONDBLOXX ETF TRUSTQuarterly 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: 27,916 shares; 2026Q1: 37,312 shares; 2026Q2: 25,845 shares; 2026Q3: 27,440 shares 27,440$1.16M0.13%+1,595Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,451 shares; 2025Q1: 11,532 shares; 2025Q2: 12,911 shares; 2025Q3: 12,911 shares; 2025Q4: 14,031 shares; 2026Q1: 17,180 shares; 2026Q2: 22,882 shares; 2026Q3: 22,312 shares 22,312$1.15M0.12%-570Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,669 shares; 2025Q3: 9,669 shares; 2025Q4: 10,703 shares; 2026Q1: 10,658 shares; 2026Q2: 11,176 shares; 2026Q3: 11,178 shares 11,178$1.15M0.12%+2Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,121 shares; 2025Q3: 6,121 shares; 2025Q4: 5,335 shares; 2026Q1: 5,529 shares; 2026Q2: 6,564 shares; 2026Q3: 6,786 shares 6,786$1.14M0.12%+222Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,819 shares; 2025Q1: 3,851 shares; 2025Q2: 5,698 shares; 2025Q3: 5,698 shares; 2025Q4: 16,477 shares; 2026Q1: 16,578 shares; 2026Q2: 26,636 shares; 2026Q3: 14,742 shares 14,742$1.14M0.12%-11,894Timeline
XSOEWISDOMTREE TRQuarterly 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: 14,607 shares; 2026Q1: 21,059 shares; 2026Q2: 22,844 shares; 2026Q3: 23,168 shares 23,168$1.09M0.12%+324Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,970 shares; 2025Q3: 31,970 shares; 2025Q4: 80,600 shares; 2026Q1: 50,636 shares; 2026Q2: 52,586 shares; 2026Q3: 55,506 shares 55,506$1.08M0.12%+2,920Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,614 shares; 2025Q3: 6,614 shares; 2025Q4: 7,756 shares; 2026Q1: 7,775 shares; 2026Q2: 11,478 shares; 2026Q3: 11,510 shares 11,510$1.05M0.11%+32Timeline
DGRWWISDOMTREE TRQuarterly 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: 3,730 shares; 2026Q3: 10,519 shares 10,519$1.02M0.11%+6,789Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,983 shares; 2025Q4: 8,983 shares; 2026Q1: 8,983 shares; 2026Q2: 9,743 shares; 2026Q3: 9,743 shares 9,743$1.02M0.11%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,170 shares; 2025Q1: 4,883 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 4,750 shares; 2026Q1: 5,045 shares; 2026Q2: 6,659 shares; 2026Q3: 6,477 shares 6,477$1.01M0.11%-182Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,118 shares; 2026Q1: 16,091 shares; 2026Q2: 17,343 shares; 2026Q3: 17,730 shares 17,730$997K0.11%+387Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,103 shares; 2025Q3: 13,103 shares; 2025Q4: 17,738 shares; 2026Q1: 28,348 shares; 2026Q2: 28,884 shares; 2026Q3: 34,586 shares 34,586$992K0.11%+5,702Timeline
NULVNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,962 shares; 2025Q1: 10,906 shares; 2025Q2: 11,851 shares; 2025Q3: 11,851 shares; 2025Q4: 18,096 shares; 2026Q1: 19,074 shares; 2026Q2: 19,251 shares; 2026Q3: 18,784 shares 18,784$989K0.11%-467Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly 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: 10,202 shares; 2026Q3: 21,077 shares 21,077$984K0.11%+10,875Timeline
PYLDPIMCO ETF TRQuarterly 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: 28,999 shares; 2026Q2: 28,999 shares; 2026Q3: 38,733 shares 38,733$983K0.11%+9,734Timeline
GGOVBLACKROCK ETF TRUST IIQuarterly 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: 13,776 shares; 2026Q3: 19,481 shares 19,481$976K0.11%+5,705Timeline
IBDTISHARES TRQuarterly 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: 38,881 shares; 2026Q3: 39,096 shares 39,096$976K0.11%+215Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 885 shares; 2025Q1: 820 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 2,053 shares; 2026Q1: 2,186 shares; 2026Q2: 2,195 shares; 2026Q3: 2,710 shares 2,710$974K0.1%+515Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,389 shares; 2025Q1: 14,257 shares; 2025Q2: 14,145 shares; 2025Q3: 14,145 shares; 2025Q4: 12,613 shares; 2026Q1: 12,260 shares; 2026Q2: not reported; 2026Q3: 9,656 shares 9,656$963K0.1%newTimeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 6,340 shares; 2026Q1: 5,610 shares; 2026Q2: 5,834 shares; 2026Q3: 5,635 shares 5,635$940K0.1%-199Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 1,068 shares; 2026Q1: 1,256 shares; 2026Q2: 1,061 shares; 2026Q3: 1,147 shares 1,147$930K0.1%+86Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,740 shares; 2025Q3: 4,740 shares; 2025Q4: 4,428 shares; 2026Q1: 4,054 shares; 2026Q2: 3,692 shares; 2026Q3: 3,326 shares 3,326$916K0.1%-366Timeline
MINTPIMCO ETF TRQuarterly 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: 2,007 shares; 2026Q2: 2,211 shares; 2026Q3: 9,018 shares 9,018$907K0.1%+6,807Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,368 shares; 2025Q2: 15,867 shares; 2025Q3: 15,867 shares; 2025Q4: 22,207 shares; 2026Q1: 27,413 shares; 2026Q2: 35,557 shares; 2026Q3: 38,064 shares 38,064$902K0.1%+2,507Timeline
CVXCHEVRON CORPORATIONQuarterly 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: 2,870 shares; 2026Q2: 3,640 shares; 2026Q3: 4,337 shares 4,337$886K0.1%+697Timeline
MUMICRON TECHNOLOGY INCQuarterly 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: 592 shares; 2026Q3: 828 shares 828$882K0.09%+236Timeline
SMMVISHARES TRQuarterly 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: 19,426 shares; 2026Q1: 19,601 shares; 2026Q2: 19,680 shares; 2026Q3: 19,779 shares 19,779$880K0.09%+99Timeline
IBDSISHARES TRQuarterly 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: 35,994 shares 35,994$868K0.09%newTimeline
IBDRISHARES TRQuarterly 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: 35,199 shares 35,199$853K0.09%newTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,418 shares; 2026Q1: 2,419 shares; 2026Q2: 2,421 shares; 2026Q3: 2,418 shares 2,418$851K0.09%-3Timeline
LLYELI LILLY & COQuarterly 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: 237 shares; 2026Q1: 284 shares; 2026Q2: 455 shares; 2026Q3: 730 shares 730$845K0.09%+275Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 749 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 1,433 shares; 2026Q1: 772 shares; 2026Q2: 2,184 shares; 2026Q3: 2,277 shares 2,277$836K0.09%+93Timeline
BONDPIMCO ETF TRQuarterly 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: 5,359 shares; 2026Q1: 6,403 shares; 2026Q2: 6,889 shares; 2026Q3: 9,593 shares 9,593$834K0.09%+2,704Timeline
VBVANGUARD INDEX FDSQuarterly 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: 1,330 shares; 2026Q1: 1,335 shares; 2026Q2: 1,686 shares; 2026Q3: 2,919 shares 2,919$830K0.09%+1,233Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly 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: 33,263 shares; 2026Q1: not reported; 2026Q2: 4,931 shares; 2026Q3: 13,005 shares 13,005$827K0.09%+8,074Timeline
AVIGAMERICAN CENTY ETF TRQuarterly 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: 8,438 shares; 2026Q3: 20,852 shares 20,852$821K0.09%+12,414Timeline
SHYISHARES TRQuarterly 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: 9,936 shares; 2026Q1: 9,862 shares; 2026Q2: 9,862 shares; 2026Q3: 10,040 shares 10,040$815K0.09%+178Timeline
SFLRINNOVATOR ETFS TRUSTQuarterly 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: 9,343 shares; 2026Q3: 20,667 shares 20,667$805K0.09%+11,324Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly 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: 5,321 shares; 2026Q3: 6,194 shares 6,194$799K0.09%+873Timeline
BIBLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69,335 shares; 2025Q1: 15,622 shares; 2025Q2: 15,608 shares; 2025Q3: 15,608 shares; 2025Q4: 14,982 shares; 2026Q1: 14,768 shares; 2026Q2: not reported; 2026Q3: 14,750 shares 14,750$797K0.09%newTimeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly 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: 12,426 shares; 2026Q1: 17,091 shares; 2026Q2: 24,019 shares; 2026Q3: 15,802 shares 15,802$796K0.09%-8,217Timeline
GUMIGOLDMAN SACHS ETF TRQuarterly 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: 16,471 shares; 2026Q3: 15,767 shares 15,767$791K0.09%-704Timeline
MOALTRIA GROUP INCQuarterly 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: 10,204 shares; 2026Q1: 10,863 shares; 2026Q2: 11,610 shares; 2026Q3: 11,738 shares 11,738$790K0.09%+128Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly 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: 12,931 shares; 2026Q3: 15,602 shares 15,602$789K0.08%+2,671Timeline
DUKDUKE ENERGY CORP NEWQuarterly 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: 6,293 shares; 2026Q1: 6,508 shares; 2026Q2: 6,905 shares; 2026Q3: 6,877 shares 6,877$784K0.08%-28Timeline
PMPHILIP MORRIS INTL INCQuarterly 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: 2,929 shares; 2026Q1: 3,764 shares; 2026Q2: 3,955 shares; 2026Q3: 4,069 shares 4,069$776K0.08%+114Timeline
IEFISHARES TRQuarterly 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: 6,850 shares; 2026Q1: 6,399 shares; 2026Q2: 5,562 shares; 2026Q3: 8,601 shares 8,601$768K0.08%+3,039Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly 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: 75,480 shares; 2026Q1: 30,693 shares; 2026Q2: 30,896 shares; 2026Q3: 41,996 shares 41,996$764K0.08%+11,100Timeline
QGRWWISDOMTREE TRQuarterly 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: 11,475 shares; 2026Q2: 12,358 shares; 2026Q3: 11,066 shares 11,066$760K0.08%-1,292Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly 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: 8,046 shares; 2026Q3: 9,101 shares 9,101$755K0.08%+1,055Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly 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: 2 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1$747K0.08%0Timeline
SPYVSPDR SERIES TRUSTQuarterly 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: 8,691 shares; 2026Q3: 12,153 shares 12,153$743K0.08%+3,462Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 1,147 shares; 2026Q1: 1,613 shares; 2026Q2: 1,646 shares; 2026Q3: 2,590 shares 2,590$737K0.08%+944Timeline
CAOSEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 4,226 shares; 2025Q3: 4,226 shares; 2025Q4: 5,902 shares; 2026Q1: 7,339 shares; 2026Q2: 8,045 shares; 2026Q3: 8,063 shares 8,063$730K0.08%+18Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly 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: 7,232 shares; 2026Q1: 15,083 shares; 2026Q2: 19,255 shares; 2026Q3: 21,581 shares 21,581$727K0.08%+2,326Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,934 shares; 2026Q1: 1,437 shares; 2026Q2: 2,446 shares; 2026Q3: 2,728 shares 2,728$723K0.08%+282Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 1,044 shares; 2026Q1: 909 shares; 2026Q2: 1,670 shares; 2026Q3: 2,033 shares 2,033$721K0.08%+363Timeline
FDVVFIDELITY COVINGTON TRUSTQuarterly 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: 9,401 shares; 2026Q3: 11,401 shares 11,401$692K0.07%+2,000Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,705 shares; 2025Q1: 4,666 shares; 2025Q2: 6,077 shares; 2025Q3: 6,077 shares; 2025Q4: 5,855 shares; 2026Q1: 6,187 shares; 2026Q2: 10,433 shares; 2026Q3: 10,542 shares 10,542$687K0.07%+109Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly 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: 6,759 shares; 2026Q1: 6,811 shares; 2026Q2: 6,823 shares; 2026Q3: 13,082 shares 13,082$679K0.07%+6,259Timeline
GSSTGOLDMAN SACHS ETF TRQuarterly 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: 23,809 shares; 2026Q2: 6,300 shares; 2026Q3: 13,418 shares 13,418$677K0.07%+7,118Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 3,023 shares; 2026Q2: 2,987 shares; 2026Q3: 4,905 shares 4,905$675K0.07%+1,918Timeline
SCHXSCHWAB STRATEGIC TRQuarterly 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: 12,881 shares; 2026Q3: 21,922 shares 21,922$658K0.07%+9,041Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,661 shares; 2025Q1: 21,024 shares; 2025Q2: 24,794 shares; 2025Q3: 24,794 shares; 2025Q4: 18,711 shares; 2026Q1: 18,119 shares; 2026Q2: not reported; 2026Q3: 12,766 shares 12,766$654K0.07%newTimeline
DFSEDIMENSIONAL ETF TRUSTQuarterly 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: 5,421 shares; 2026Q1: 5,432 shares; 2026Q2: 13,537 shares; 2026Q3: 13,424 shares 13,424$649K0.07%-113Timeline
DGROISHARES TRQuarterly 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: 8,487 shares; 2026Q3: 8,489 shares 8,489$640K0.07%+2Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 3,725 shares; 2026Q1: 3,710 shares; 2026Q2: 4,088 shares; 2026Q3: 4,277 shares 4,277$621K0.07%+189Timeline
PTLCPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,329 shares; 2025Q1: 8,334 shares; 2025Q2: 14,877 shares; 2025Q3: 14,877 shares; 2025Q4: 30,909 shares; 2026Q1: 11,574 shares; 2026Q2: 11,574 shares; 2026Q3: 10,397 shares 10,397$619K0.07%-1,177Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,801 shares; 2025Q3: 8,801 shares; 2025Q4: 9,946 shares; 2026Q1: 9,273 shares; 2026Q2: 9,441 shares; 2026Q3: 8,770 shares 8,770$614K0.07%-671Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly 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: 5,129 shares; 2026Q2: 10,227 shares; 2026Q3: 13,794 shares 13,794$613K0.07%+3,567Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 8,985 shares; 2025Q3: 8,985 shares; 2025Q4: 8,822 shares; 2026Q1: 9,747 shares; 2026Q2: 10,456 shares; 2026Q3: 14,195 shares 14,195$599K0.06%+3,739Timeline
RLYSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,972 shares; 2025Q3: 27,972 shares; 2025Q4: 17,710 shares; 2026Q1: 17,710 shares; 2026Q2: 17,600 shares; 2026Q3: 16,119 shares 16,119$583K0.06%-1,481Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly 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: 4,858 shares; 2026Q1: 5,523 shares; 2026Q2: 7,962 shares; 2026Q3: 12,973 shares 12,973$582K0.06%+5,011Timeline
IMOMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,247 shares; 2025Q2: 14,651 shares; 2025Q3: 14,651 shares; 2025Q4: 16,375 shares; 2026Q1: 15,614 shares; 2026Q2: 13,638 shares; 2026Q3: 14,244 shares 14,244$575K0.06%+606Timeline
AGGISHARES TRQuarterly 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: 3,045 shares; 2026Q1: 4,127 shares; 2026Q2: 3,736 shares; 2026Q3: 6,058 shares 6,058$573K0.06%+2,322Timeline
GLTRABRDN PRECIOUS METALS BASKETQuarterly 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: 3,057 shares 3,057$570K0.06%newTimeline
IVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,420 shares; 2025Q2: 16,802 shares; 2025Q3: 16,802 shares; 2025Q4: 18,756 shares; 2026Q1: 18,169 shares; 2026Q2: 16,060 shares; 2026Q3: 15,732 shares 15,732$567K0.06%-328Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 3,734 shares; 2025Q3: 3,734 shares; 2025Q4: 6,712 shares; 2026Q1: 4,654 shares; 2026Q2: 4,961 shares; 2026Q3: 5,532 shares 5,532$567K0.06%+571Timeline
SCHVSCHWAB STRATEGIC TRQuarterly 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: 16,991 shares 16,991$566K0.06%newTimeline
ESUMSTRATEGY SHSQuarterly 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: 18,016 shares 18,016$545K0.06%newTimeline
VSGXVANGUARD WORLD FDQuarterly 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: 6,724 shares; 2026Q3: 6,722 shares 6,722$545K0.06%-2Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly 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: 10,833 shares; 2026Q2: 11,890 shares; 2026Q3: 16,659 shares 16,659$542K0.06%+4,769Timeline
BGRNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,125 shares; 2025Q1: 5,243 shares; 2025Q2: 5,386 shares; 2025Q3: 5,386 shares; 2025Q4: 12,873 shares; 2026Q1: 13,066 shares; 2026Q2: 11,839 shares; 2026Q3: 11,866 shares 11,866$541K0.06%+27Timeline
NEARISHARES U S ETF TRQuarterly 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: 7,048 shares; 2026Q1: 10,768 shares; 2026Q2: 10,768 shares; 2026Q3: 10,768 shares 10,768$537K0.06%0Timeline
EAGGISHARES TRQuarterly 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: 11,723 shares 11,723$530K0.06%newTimeline
WFCWELLS FARGO & COQuarterly 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: 5,579 shares; 2026Q2: 6,252 shares; 2026Q3: 6,622 shares 6,622$530K0.06%+370Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares; 2026Q3: 866 shares 866$530K0.06%+307Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly 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: 56,366 shares; 2026Q1: 19,265 shares; 2026Q2: 19,487 shares; 2026Q3: 31,959 shares 31,959$516K0.06%+12,472Timeline
DEDEERE & COQuarterly 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: 712 shares; 2026Q2: 748 shares; 2026Q3: 765 shares 765$514K0.06%+17Timeline
CLSETRUST FOR PROFESSIONAL MANAGQuarterly 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: 14,855 shares; 2026Q3: 15,075 shares 15,075$513K0.06%+220Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly 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: 19,317 shares; 2026Q1: 19,536 shares; 2026Q2: 19,767 shares; 2026Q3: 32,504 shares 32,504$513K0.06%+12,737Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly 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: 5,288 shares; 2026Q3: 10,670 shares 10,670$506K0.05%+5,382Timeline
MGKVANGUARD WORLD FDQuarterly 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: 5,430 shares 5,430$503K0.05%newTimeline
IBDUISHARES TRQuarterly 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: 21,882 shares; 2026Q3: 21,904 shares 21,904$497K0.05%+22Timeline
MRKMERCK & CO INCQuarterly 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: 2,234 shares; 2026Q2: 2,758 shares; 2026Q3: 3,420 shares 3,420$497K0.05%+662Timeline
LRCXLAM RESEARCH CORPQuarterly 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: 1,048 shares; 2026Q2: 1,424 shares; 2026Q3: 1,500 shares 1,500$493K0.05%+76Timeline
SCHESCHWAB STRATEGIC TRQuarterly 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: 5,918 shares; 2026Q3: 13,495 shares 13,495$492K0.05%+7,577Timeline
UNPUNION PAC CORPQuarterly 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: 1,789 shares 1,789$487K0.05%newTimeline
ABBVABBVIE INCQuarterly 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: 1,330 shares; 2026Q1: 1,329 shares; 2026Q2: 1,384 shares; 2026Q3: 1,846 shares 1,846$483K0.05%+462Timeline
MCDMCDONALDS CORPQuarterly 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: 1,445 shares; 2026Q1: 1,492 shares; 2026Q2: 1,526 shares; 2026Q3: 2,065 shares 2,065$477K0.05%+539Timeline
QUALISHARES TRQuarterly 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: 10,796 shares; 2026Q1: 11,700 shares; 2026Q2: 2,173 shares; 2026Q3: 2,143 shares 2,143$476K0.05%-30Timeline
BKIEBNY MELLON ETF TRUSTQuarterly 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: 4,730 shares; 2026Q3: 14,190 shares 14,190$474K0.05%+9,460Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,659 shares; 2025Q3: 1,659 shares; 2025Q4: 1,808 shares; 2026Q1: 2,060 shares; 2026Q2: 2,357 shares; 2026Q3: 2,513 shares 2,513$473K0.05%+156Timeline
TLHISHARES TRQuarterly 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: 2,675 shares; 2026Q1: 2,576 shares; 2026Q2: 2,386 shares; 2026Q3: 5,117 shares 5,117$472K0.05%+2,731Timeline
GDEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,755 shares; 2026Q1: 7,840 shares; 2026Q2: 7,908 shares; 2026Q3: 7,396 shares 7,396$471K0.05%-512Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly 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: 6,193 shares; 2026Q1: 6,917 shares; 2026Q2: 6,964 shares; 2026Q3: 8,313 shares 8,313$471K0.05%+1,349Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,848 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,604 shares 13,604$466K0.05%newTimeline
SCHHSCHWAB STRATEGIC TRQuarterly 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: 22,040 shares; 2026Q1: 18,247 shares; 2026Q2: 19,186 shares; 2026Q3: 21,142 shares 21,142$466K0.05%+1,956Timeline
BINCBLACKROCK ETF TRUST IIQuarterly 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: 18,804 shares; 2026Q1: 23,164 shares; 2026Q2: 9,758 shares; 2026Q3: 9,158 shares 9,158$465K0.05%-600Timeline
GCCWISDOMTREE TRQuarterly 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: 17,109 shares; 2026Q1: 17,315 shares; 2026Q2: 17,315 shares; 2026Q3: 17,315 shares 17,315$461K0.05%0Timeline
IBTJISHARES TRQuarterly 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: 17,225 shares; 2026Q3: 21,697 shares 21,697$461K0.05%+4,472Timeline
IBTLISHARES TRQuarterly 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: 18,964 shares; 2026Q3: 23,612 shares 23,612$460K0.05%+4,648Timeline
IBTKISHARES TRQuarterly 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: 21,407 shares; 2026Q3: 24,132 shares 24,132$458K0.05%+2,725Timeline
IBTMISHARES TRQuarterly 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: 20,965 shares 20,965$456K0.05%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,533 shares; 2026Q1: 3,132 shares; 2026Q2: 4,850 shares; 2026Q3: 5,287 shares 5,287$455K0.05%+437Timeline
CTASIMPLIFY EXCHANGE TRADED FUNQuarterly 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: 8,042 shares; 2026Q3: 15,542 shares 15,542$448K0.05%+7,500Timeline
BIVVANGUARD BD INDEX FDSQuarterly 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: 4,426 shares; 2026Q1: 3,010 shares; 2026Q2: 5,267 shares; 2026Q3: 6,150 shares 6,150$448K0.05%+883Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 1,073 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares; 2026Q3: 1,075 shares 1,075$447K0.05%+1Timeline
CSCOCISCO SYS INCQuarterly 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: 2,897 shares; 2026Q3: 4,155 shares 4,155$447K0.05%+1,258Timeline
AVNMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,785 shares; 2026Q1: 3,785 shares; 2026Q2: 3,928 shares; 2026Q3: 5,380 shares 5,380$447K0.05%+1,452Timeline
DELLDELL TECHNOLOGIES INCQuarterly 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: 829 shares 829$446K0.05%newTimeline
VOVANGUARD INDEX FDSQuarterly 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: 808 shares; 2026Q2: 4,913 shares; 2026Q3: 5,660 shares 5,660$444K0.05%+747Timeline
IWSISHARES TRQuarterly 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: 2,440 shares; 2026Q1: 2,602 shares; 2026Q2: 2,646 shares; 2026Q3: 2,759 shares 2,759$443K0.05%+113Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,678 shares; 2025Q1: 1,138 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,391 shares; 2026Q1: 1,751 shares; 2026Q2: 2,145 shares; 2026Q3: 1,894 shares 1,894$442K0.05%-251Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,271 shares; 2025Q4: 1,663 shares; 2026Q1: 2,678 shares; 2026Q2: 2,868 shares; 2026Q3: 3,127 shares 3,127$429K0.05%+259Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly 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: 751 shares; 2026Q3: 820 shares 820$429K0.05%+69Timeline
EFVISHARES TRQuarterly 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: 30,946 shares; 2026Q1: 36,259 shares; 2026Q2: 5,157 shares; 2026Q3: 5,381 shares 5,381$426K0.05%+224Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly 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: 3,803 shares; 2026Q1: 3,902 shares; 2026Q2: 3,709 shares; 2026Q3: 6,727 shares 6,727$425K0.05%+3,018Timeline
AVGEAMERICAN CENTY ETF TRQuarterly 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: 2,291 shares; 2026Q3: 4,305 shares 4,305$423K0.05%+2,014Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,464 shares; 2025Q4: 3,338 shares; 2026Q1: 3,300 shares; 2026Q2: 4,075 shares; 2026Q3: 4,042 shares 4,042$420K0.05%-33Timeline
EFGISHARES TRQuarterly 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: 2,739 shares; 2026Q2: 3,224 shares; 2026Q3: 3,502 shares 3,502$420K0.05%+278Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 690 shares; 2026Q1: 665 shares; 2026Q2: 443 shares; 2026Q3: 459 shares 459$418K0.04%+16Timeline
BACBANK OF AMER CORPQuarterly 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: 3,978 shares; 2026Q3: 7,665 shares 7,665$417K0.04%+3,687Timeline
JAAAJANUS DETROIT STR TRQuarterly 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: 6,095 shares; 2026Q1: 8,371 shares; 2026Q2: 7,042 shares; 2026Q3: 8,264 shares 8,264$417K0.04%+1,222Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly 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: 1,435 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares; 2026Q3: 1,339 shares 1,339$402K0.04%0Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly 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: 3,922 shares 3,922$397K0.04%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 4,607 shares; 2026Q1: 6,754 shares; 2026Q2: 8,473 shares; 2026Q3: 8,330 shares 8,330$394K0.04%-143Timeline
GLDSPDR GOLD TRQuarterly 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: 784 shares; 2026Q1: 1,427 shares; 2026Q2: 1,029 shares; 2026Q3: 1,024 shares 1,024$390K0.04%-5Timeline
PEPPEPSICO INCQuarterly 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: 3,045 shares 3,045$386K0.04%newTimeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 2,764 shares; 2026Q1: 2,765 shares; 2026Q2: 4,282 shares; 2026Q3: 4,694 shares 4,694$378K0.04%+412Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,350 shares; 2025Q1: 4,269 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,938 shares 7,938$376K0.04%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,513 shares; 2025Q1: 10,587 shares; 2025Q2: 11,664 shares; 2025Q3: 11,664 shares; 2025Q4: 9,903 shares; 2026Q1: 9,885 shares; 2026Q2: 10,734 shares; 2026Q3: 10,904 shares 10,904$371K0.04%+170Timeline
APHAMPHENOL CORPQuarterly 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: 4,379 shares 4,379$369K0.04%newTimeline
AAEQEA SERIES TRUSTQuarterly 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: 8,501 shares; 2026Q1: 8,501 shares; 2026Q2: 6,605 shares; 2026Q3: 6,605 shares 6,605$362K0.04%0Timeline
FNDFSCHWAB STRATEGIC TRQuarterly 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: 5,845 shares; 2026Q3: 6,730 shares 6,730$362K0.04%+885Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly 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: 7,578 shares; 2026Q3: 7,075 shares 7,075$362K0.04%-503Timeline
TGRWT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 7,428 shares; 2026Q1: 7,428 shares; 2026Q2: 7,428 shares; 2026Q3: 7,428 shares 7,428$360K0.04%0Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly 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: 7,722 shares; 2026Q3: 7,523 shares 7,523$358K0.04%-199Timeline
EDIVSPDR INDEX SHS FDSQuarterly 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: 8,907 shares 8,907$358K0.04%newTimeline
VNQVANGUARD INDEX FDSQuarterly 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: 2,593 shares; 2026Q1: 4,318 shares; 2026Q2: 5,884 shares; 2026Q3: 3,914 shares 3,914$351K0.04%-1,970Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 644 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 533 shares; 2026Q3: 533 shares 533$350K0.04%0Timeline
DFSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,053 shares; 2025Q3: 7,053 shares; 2025Q4: 7,053 shares; 2026Q1: 7,053 shares; 2026Q2: 7,053 shares; 2026Q3: 7,053 shares 7,053$349K0.04%0Timeline
ACIOETF SER SOLUTIONSQuarterly 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: 7,168 shares; 2026Q2: 7,425 shares; 2026Q3: 7,437 shares 7,437$349K0.04%+12Timeline
IBTIISHARES TRQuarterly 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: 10,628 shares; 2026Q3: 15,820 shares 15,820$347K0.04%+5,192Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,146 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares; 2026Q3: 1,175 shares 1,175$347K0.04%0Timeline
IBDVISHARES TRQuarterly 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: 16,357 shares; 2026Q3: 16,381 shares 16,381$346K0.04%+24Timeline
AXPAMERICAN EXPRESS COQuarterly 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: 869 shares; 2026Q1: 998 shares; 2026Q2: 1,099 shares; 2026Q3: 1,135 shares 1,135$345K0.04%+36Timeline
IBTHISHARES TRQuarterly 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: 12,260 shares; 2026Q3: 15,449 shares 15,449$345K0.04%+3,189Timeline
SUSCISHARES TRQuarterly 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: 14,343 shares; 2026Q1: 14,378 shares; 2026Q2: 15,596 shares; 2026Q3: 15,680 shares 15,680$344K0.04%+84Timeline
BBAGJ P MORGAN EXCHANGE TRADED FQuarterly 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: 7,732 shares; 2026Q3: 7,732 shares 7,732$339K0.04%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly 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: 3,801 shares; 2026Q3: 3,707 shares 3,707$334K0.04%-94Timeline
IAUISHARES GOLD TRQuarterly 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: 3,603 shares; 2026Q1: 3,266 shares; 2026Q2: 3,740 shares; 2026Q3: 4,276 shares 4,276$334K0.04%+536Timeline
SPTMSPDR SERIES TRUSTQuarterly 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: 3,418 shares; 2026Q1: 3,760 shares; 2026Q2: 3,963 shares; 2026Q3: 3,621 shares 3,621$333K0.04%-342Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly 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: 1,668 shares; 2026Q3: 2,132 shares 2,132$331K0.04%+464Timeline
STOTSSGA ACTIVE TRQuarterly 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: 5,612 shares; 2026Q1: 6,562 shares; 2026Q2: 7,094 shares; 2026Q3: 7,126 shares 7,126$330K0.04%+32Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly 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: 5,029 shares; 2026Q1: 6,022 shares; 2026Q2: 6,273 shares; 2026Q3: 6,436 shares 6,436$329K0.04%+163Timeline
IMCGISHARES TRQuarterly 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: 3,503 shares; 2026Q3: 3,503 shares 3,503$329K0.04%0Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly 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: 4,441 shares; 2026Q1: 4,840 shares; 2026Q2: 5,809 shares; 2026Q3: 3,975 shares 3,975$327K0.04%-1,834Timeline
QCOMQUALCOMM INCQuarterly 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: 1,254 shares; 2026Q3: 1,775 shares 1,775$327K0.04%+521Timeline
HYMBSPDR SERIES TRUSTQuarterly 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: 8,421 shares; 2026Q1: 8,572 shares; 2026Q2: 16,933 shares; 2026Q3: 13,874 shares 13,874$326K0.04%-3,059Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,945 shares; 2025Q1: 3,699 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,235 shares; 2026Q1: 3,204 shares; 2026Q2: not reported; 2026Q3: 3,171 shares 3,171$324K0.03%newTimeline
INTCINTEL CORPQuarterly 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: 2,175 shares; 2026Q3: 2,646 shares 2,646$318K0.03%+471Timeline
MCKMCKESSON CORPQuarterly 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: 261 shares; 2026Q1: 290 shares; 2026Q2: 334 shares; 2026Q3: 365 shares 365$312K0.03%+31Timeline
HBANHUNTINGTON BANCSHARES INCQuarterly 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: 20,425 shares 20,425$312K0.03%newTimeline
MAMASTERCARD INCORPORATEDQuarterly 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: 489 shares; 2026Q3: 565 shares 565$312K0.03%+76Timeline
XLUSELECT SECTOR SPDR TRQuarterly 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: 7,572 shares; 2026Q2: 7,911 shares; 2026Q3: 7,887 shares 7,887$311K0.03%-24Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly 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: 606 shares; 2026Q3: 676 shares 676$308K0.03%+70Timeline
VBILVANGUARD INSTL INDEX FDQuarterly 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: 3,490 shares; 2026Q3: 4,015 shares 4,015$304K0.03%+525Timeline
TXUETHORNBURG ETF TRQuarterly 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: 9,318 shares; 2026Q3: 8,717 shares 8,717$303K0.03%-601Timeline
PVALPUTNAM ETF TRUSTQuarterly 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: 5,722 shares 5,722$301K0.03%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly 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: 1,594 shares 1,594$298K0.03%newTimeline
SPHYSPDR SERIES TRUSTQuarterly 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: 11,245 shares; 2026Q3: 13,186 shares 13,186$298K0.03%+1,941Timeline
NOWSERVICENOW INCQuarterly 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: 2,160 shares; 2026Q3: 2,220 shares 2,220$298K0.03%+60Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly 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: 2,969 shares; 2026Q3: 3,610 shares 3,610$297K0.03%+641Timeline
IBTGISHARES TRQuarterly 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: 12,779 shares 12,779$292K0.03%newTimeline
AVLCAMERICAN CENTY ETF TRQuarterly 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: 3,184 shares 3,184$287K0.03%newTimeline
SPDWSPDR INDEX SHS FDSQuarterly 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: 7,999 shares; 2026Q3: 5,711 shares 5,711$287K0.03%-2,288Timeline
VXFVANGUARD INDEX FDSQuarterly 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: 1,072 shares; 2026Q3: 1,232 shares 1,232$285K0.03%+160Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,784 shares; 2025Q1: 3,879 shares; 2025Q2: 4,053 shares; 2025Q3: 4,053 shares; 2025Q4: 7,987 shares; 2026Q1: 7,944 shares; 2026Q2: not reported; 2026Q3: 4,704 shares 4,704$280K0.03%newTimeline
GJULFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,396 shares; 2025Q3: 8,396 shares; 2025Q4: 8,396 shares; 2026Q1: 8,396 shares; 2026Q2: 6,257 shares; 2026Q3: 6,257 shares 6,257$279K0.03%0Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly 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: 7,347 shares; 2026Q3: 6,930 shares 6,930$278K0.03%-417Timeline
VSDMVANGUARD MUN BD FDSQuarterly 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: 3,706 shares 3,706$276K0.03%newTimeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly 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: 2,923 shares; 2026Q1: 2,923 shares; 2026Q2: 2,923 shares; 2026Q3: 2,923 shares 2,923$276K0.03%0Timeline
IDUBETF SER SOLUTIONSQuarterly 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: 9,727 shares; 2026Q2: 9,849 shares; 2026Q3: 9,974 shares 9,974$273K0.03%+125Timeline
TFCTRUIST FINL CORPQuarterly 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: 5,726 shares; 2026Q3: 5,819 shares 5,819$269K0.03%+93Timeline
MTUMISHARES TRQuarterly 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: 949 shares; 2026Q1: 1,290 shares; 2026Q2: 1,721 shares; 2026Q3: 844 shares 844$268K0.03%-877Timeline
DFARDFA INVT DIMENSIONS GROUP INQuarterly 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: 10,819 shares 10,819$261K0.03%newTimeline
IDEFBLACKROCK ETF TRUSTQuarterly 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: 8,314 shares 8,314$260K0.03%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 2,232 shares; 2026Q1: 2,100 shares; 2026Q2: not reported; 2026Q3: 3,700 shares 3,700$257K0.03%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly 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: 2,049 shares; 2026Q3: 2,363 shares 2,363$257K0.03%+314Timeline
FITBFIFTH THIRD BANCORPQuarterly 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: 4,464 shares; 2026Q1: 4,625 shares; 2026Q2: 4,736 shares; 2026Q3: 5,040 shares 5,040$255K0.03%+304Timeline
GEVGE VERNOVA INCQuarterly 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: 268 shares 268$255K0.03%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly 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: 377 shares 377$254K0.03%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly 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: 4,560 shares 4,560$252K0.03%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly 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: 4,770 shares; 2026Q2: 5,394 shares; 2026Q3: 5,464 shares 5,464$251K0.03%+70Timeline
OAIMUNIFIED SER TRQuarterly 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: 5,215 shares 5,215$249K0.03%newTimeline
SLYGSPDR SERIES TRUSTQuarterly 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: 2,320 shares 2,320$248K0.03%newTimeline
EMBISHARES TRQuarterly 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: 3,344 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,722 shares 2,722$247K0.03%newTimeline
INROBLACKROCK ETF TRUSTQuarterly 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: 6,670 shares 6,670$246K0.03%newTimeline
IWDISHARES TRQuarterly 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: 3,544 shares; 2026Q2: 3,544 shares; 2026Q3: 980 shares 980$243K0.03%-2,564Timeline
RTXRTX CORPORATIONQuarterly 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: 1,100 shares; 2026Q3: 1,307 shares 1,307$243K0.03%+207Timeline
SPTLSPDR SERIES TRUSTQuarterly 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: 9,904 shares 9,904$236K0.03%newTimeline
LDURPIMCO ETF TRQuarterly 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: 2,213 shares; 2026Q2: 2,325 shares; 2026Q3: 2,497 shares 2,497$235K0.03%+172Timeline
INFLLISTED FDS TRQuarterly 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: 4,190 shares; 2026Q3: 4,685 shares 4,685$235K0.03%+495Timeline
HMOPHARTFORD FDS EXCHANGE TRADEDQuarterly 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: 6,276 shares; 2026Q3: 6,329 shares 6,329$233K0.03%+53Timeline
ASMLASML HLDG NVQuarterly 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: 132 shares; 2026Q3: 124 shares 124$225K0.02%-8Timeline
BPBP PLCQuarterly 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: 4,620 shares; 2026Q2: not reported; 2026Q3: 5,014 shares 5,014$221K0.02%newTimeline
ESMLISHARES TRQuarterly 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: 4,182 shares; 2026Q3: 4,211 shares 4,211$219K0.02%+29Timeline
GSSCGOLDMAN SACHS ETF TRQuarterly 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: 2,541 shares 2,541$218K0.02%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly 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: 427 shares 427$217K0.02%newTimeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly 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: 7,997 shares; 2026Q1: 11,433 shares; 2026Q2: 11,669 shares; 2026Q3: 1,429 shares 1,429$217K0.02%-10,240Timeline
XLESELECT SECTOR SPDR TRQuarterly 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: 3,488 shares 3,488$215K0.02%newTimeline
NANRSPDR INDEX SHS FDSQuarterly 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: 2,992 shares; 2026Q1: 3,278 shares; 2026Q2: 3,331 shares; 2026Q3: 2,560 shares 2,560$214K0.02%-771Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly 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: 700 shares 700$213K0.02%newTimeline
AMATAPPLIED MATLS INCQuarterly 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: 327 shares; 2026Q3: 413 shares 413$211K0.02%+86Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly 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: 4,837 shares; 2026Q3: 4,310 shares 4,310$211K0.02%-527Timeline
AVLVAMERICAN CENTY ETF TRQuarterly 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: 2,311 shares 2,311$209K0.02%newTimeline
VOTVANGUARD INDEX FDSQuarterly 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: 722 shares; 2026Q3: 713 shares 713$208K0.02%-9Timeline
GSGOLDMAN SACHS GROUP INCQuarterly 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: 205 shares; 2026Q3: 231 shares 231$208K0.02%+26Timeline
ABTABBOTT LABORATORIESQuarterly 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: 2,100 shares 2,100$208K0.02%newTimeline
GEGE AEROSPACEQuarterly 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: 663 shares 663$207K0.02%newTimeline
NYFISHARES TRQuarterly 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: 4,650 shares; 2026Q3: 4,055 shares 4,055$205K0.02%-595Timeline
BLVVANGUARD BD INDEX FDSQuarterly 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: 3,325 shares; 2026Q2: 3,206 shares; 2026Q3: 3,260 shares 3,260$204K0.02%+54Timeline
URIUNITED RENTALS INCQuarterly 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: 193 shares; 2026Q3: 204 shares 204$204K0.02%+11Timeline
BLKBLACKROCK INCQuarterly 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: 193 shares 193$204K0.02%newTimeline
IFLRINNOVATOR ETFS TRUSTQuarterly 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: 3,833 shares 3,833$202K0.02%newTimeline
XELXCEL ENERGY INCQuarterly 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: 2,685 shares; 2026Q2: 2,811 shares; 2026Q3: 2,857 shares 2,857$201K0.02%+46Timeline
GILDGILEAD SCIENCES INCQuarterly 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: 1,347 shares 1,347$201K0.02%newTimeline

Sold out in Q3 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DCORDIMENSIONAL ETF TRUST119,331$9.78Mshares
DFSVDIMENSIONAL ETF TRUST171,402$6.65Mshares
DUHPDIMENSIONAL ETF TRUST79,964$3.34Mshares
IWVISHARES TR6,565$2.8Mshares
BOXXEA SERIES TRUST20,258$2.37Mshares
MBBISHARES TR14,337$1.36Mshares
XOMEXXON MOBIL CORP8,053$1.1Mshares
NTSXWISDOMTREE TR18,033$1.06Mshares
DFARDIMENSIONAL ETF TRUST21,770$570Kshares
XTISHARES TR6,538$540Kshares
DFISDIMENSIONAL ETF TRUST13,880$486Kshares
LQDISHARES TR3,651$398Kshares
DFEVDIMENSIONAL ETF TRUST7,924$338Kshares
AVSCAMERICAN CENTY ETF TR3,831$281Kshares
SPMBSPDR SERIES TRUST12,331$275Kshares
CHRWC H ROBINSON WORLDWIDE IN1,155$218Kshares
KLACKLA CORP698$211Kshares
OSCVETF SER SOLUTIONS4,990$211Kshares
IAGGISHARES TR4,100$207Kshares
XMMOINVESCO EXCHANGE TRADED FD T1,212$206Kshares
GDGENERAL DYNAMICS CORP576$204Kshares

How Q3 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000864 base2026-10-14