FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,110 shares; 2024Q4: 48,728 shares; 2025Q1: 56,380 shares; 2025Q2: 60,027 shares; 2025Q3: 69,255 shares; 2025Q4: 86,643 shares; 2026Q1: 98,083 shares; 2026Q2: 104,253 shares 104,253 $29.8M 11.64% +6,170 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,220 shares; 2024Q4: 48,629 shares; 2025Q1: 47,968 shares; 2025Q2: 48,309 shares; 2025Q3: 48,345 shares; 2025Q4: 46,868 shares; 2026Q1: 44,842 shares; 2026Q2: 44,251 shares 44,251 $12.8M 5% -591 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,215 shares; 2024Q4: 143,851 shares; 2025Q1: 142,651 shares; 2025Q2: 151,804 shares; 2025Q3: 157,441 shares; 2025Q4: 153,487 shares; 2026Q1: 157,369 shares; 2026Q2: 161,659 shares 161,659 $10.4M 4.08% +4,290 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,106 shares; 2024Q4: 66,884 shares; 2025Q1: 72,492 shares; 2025Q2: 76,265 shares; 2025Q3: 82,870 shares; 2025Q4: 97,690 shares; 2026Q1: 105,800 shares; 2026Q2: 117,773 shares 117,773 $8.18M 3.2% +11,973 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,578 shares; 2024Q4: 58,413 shares; 2025Q1: 62,237 shares; 2025Q2: 63,159 shares; 2025Q3: 68,510 shares; 2025Q4: 81,814 shares; 2026Q1: 93,649 shares; 2026Q2: 104,535 shares 104,535 $8M 3.13% +10,886 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,581 shares; 2024Q4: 63,241 shares; 2025Q1: 65,066 shares; 2025Q2: 69,564 shares; 2025Q3: 72,056 shares; 2025Q4: 74,634 shares; 2026Q1: 76,159 shares; 2026Q2: 79,748 shares 79,748 $7.94M 3.1% +3,589 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,189 shares; 2024Q4: 60,987 shares; 2025Q1: 76,447 shares; 2025Q2: 80,327 shares; 2025Q3: 87,410 shares; 2025Q4: 95,236 shares; 2026Q1: 89,930 shares; 2026Q2: 102,134 shares 102,134 $7.89M 3.08% +12,204 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,135 shares; 2024Q4: 21,127 shares; 2025Q1: 20,857 shares; 2025Q2: 20,795 shares; 2025Q3: 20,614 shares; 2025Q4: 17,555 shares; 2026Q1: 15,403 shares; 2026Q2: 83,698 shares 83,698 $7.23M 2.82% +68,295 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,023 shares; 2024Q4: 39,834 shares; 2025Q1: 41,359 shares; 2025Q2: 42,187 shares; 2025Q3: 44,708 shares; 2025Q4: 51,882 shares; 2026Q1: 59,519 shares; 2026Q2: 66,536 shares 66,536 $6.84M 2.67% +7,017 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,905 shares; 2024Q4: 121,656 shares; 2025Q1: 119,378 shares; 2025Q2: 93,775 shares; 2025Q3: 106,206 shares; 2025Q4: 92,808 shares; 2026Q1: 95,923 shares; 2026Q2: 132,652 shares 132,652 $6.68M 2.61% +36,729 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,758 shares; 2024Q4: 46,315 shares; 2025Q1: 45,763 shares; 2025Q2: 44,730 shares; 2025Q3: 41,775 shares; 2025Q4: 35,699 shares; 2026Q1: 32,036 shares; 2026Q2: 30,519 shares 30,519 $6.63M 2.59% -1,517 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,247 shares; 2024Q4: 42,615 shares; 2025Q1: 40,480 shares; 2025Q2: 39,852 shares; 2025Q3: 37,381 shares; 2025Q4: 30,428 shares; 2026Q1: 28,315 shares; 2026Q2: 26,971 shares 26,971 $6.38M 2.49% -1,344 Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,651 shares; 2024Q4: 95,261 shares; 2025Q1: 98,074 shares; 2025Q2: 103,904 shares; 2025Q3: 111,547 shares; 2025Q4: 114,471 shares; 2026Q1: 113,266 shares; 2026Q2: 118,266 shares 118,266 $5.99M 2.34% +5,000 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,874 shares; 2024Q4: 70,697 shares; 2025Q1: 70,392 shares; 2025Q2: 68,929 shares; 2025Q3: 68,809 shares; 2025Q4: 68,400 shares; 2026Q1: 68,495 shares; 2026Q2: 67,871 shares 67,871 $5.61M 2.19% -624 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,602 shares; 2025Q1: 35,902 shares; 2025Q2: 52,282 shares; 2025Q3: 68,222 shares; 2025Q4: 100,380 shares; 2026Q1: 155,330 shares; 2026Q2: 216,814 shares 216,814 $4.92M 1.92% +61,484 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,018 shares; 2024Q4: 14,725 shares; 2025Q1: 14,758 shares; 2025Q2: 14,736 shares; 2025Q3: 14,894 shares; 2025Q4: 27,064 shares; 2026Q1: 26,442 shares; 2026Q2: 24,857 shares 24,857 $4.74M 1.85% -1,585 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,781 shares; 2024Q4: 149,121 shares; 2025Q1: 170,236 shares; 2025Q2: 204,491 shares; 2025Q3: 220,966 shares; 2025Q4: 216,536 shares; 2026Q1: 223,634 shares; 2026Q2: 226,174 shares 226,174 $4.57M 1.78% +2,540 Timeline IBIH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,529 shares; 2024Q4: 98,385 shares; 2025Q1: 100,485 shares; 2025Q2: 107,045 shares; 2025Q3: 125,825 shares; 2025Q4: 129,810 shares; 2026Q1: 143,728 shares; 2026Q2: 165,268 shares 165,268 $4.34M 1.7% +21,540 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,597 shares; 2024Q4: 47,716 shares; 2025Q1: 58,736 shares; 2025Q2: 64,566 shares; 2025Q3: 64,211 shares; 2025Q4: 53,095 shares; 2026Q1: 78,352 shares; 2026Q2: 85,704 shares 85,704 $4.34M 1.7% +7,352 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 11,328 shares; 2025Q1: 11,447 shares; 2025Q2: 11,409 shares; 2025Q3: 11,292 shares; 2025Q4: 11,354 shares; 2026Q1: 11,416 shares; 2026Q2: 11,476 shares 11,476 $4.25M 1.66% +60 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,545 shares; 2024Q4: 83,545 shares; 2025Q1: 78,220 shares; 2025Q2: 78,158 shares; 2025Q3: 78,158 shares; 2025Q4: 77,263 shares; 2026Q1: 76,780 shares; 2026Q2: 76,130 shares 76,130 $4.11M 1.61% -650 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,519 shares; 2024Q4: 40,243 shares; 2025Q1: 39,655 shares; 2025Q2: 42,176 shares; 2025Q3: 43,758 shares; 2025Q4: 43,252 shares; 2026Q1: 44,502 shares; 2026Q2: 45,649 shares 45,649 $3.54M 1.38% +1,147 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 6,544 shares; 2025Q1: 6,526 shares; 2025Q2: 7,285 shares; 2025Q3: 7,669 shares; 2025Q4: 7,997 shares; 2026Q1: 8,759 shares; 2026Q2: 8,861 shares 8,861 $3.13M 1.22% +102 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,871 shares; 2024Q4: 101,998 shares; 2025Q1: 104,958 shares; 2025Q2: 107,851 shares; 2025Q3: 111,441 shares; 2025Q4: 121,884 shares; 2026Q1: 112,557 shares; 2026Q2: 101,016 shares 101,016 $2.99M 1.17% -11,541 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,869 shares; 2024Q4: 77,233 shares; 2025Q1: 77,133 shares; 2025Q2: 76,883 shares; 2025Q3: 76,728 shares; 2025Q4: 76,728 shares; 2026Q1: 76,728 shares; 2026Q2: 76,504 shares 76,504 $2.91M 1.14% -224 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,726 shares; 2024Q4: 32,393 shares; 2025Q1: 32,443 shares; 2025Q2: 29,758 shares; 2025Q3: 29,867 shares; 2025Q4: 29,427 shares; 2026Q1: 33,157 shares; 2026Q2: 32,912 shares 32,912 $2.84M 1.11% -245 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,220 shares; 2024Q4: 27,220 shares; 2025Q1: 27,244 shares; 2025Q2: 27,305 shares; 2025Q3: 26,305 shares; 2025Q4: 26,389 shares; 2026Q1: 22,889 shares; 2026Q2: 19,456 shares 19,456 $2.78M 1.09% -3,433 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 7,044 shares; 2025Q1: 11,441 shares; 2025Q2: 10,091 shares; 2025Q3: 10,504 shares; 2025Q4: 10,443 shares; 2026Q1: 10,795 shares; 2026Q2: 11,421 shares 11,421 $2.72M 1.06% +626 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,128 shares; 2024Q4: 60,831 shares; 2025Q1: 59,191 shares; 2025Q2: 57,736 shares; 2025Q3: 56,316 shares; 2025Q4: 55,796 shares; 2026Q1: 55,531 shares; 2026Q2: 55,515 shares 55,515 $2.71M 1.06% -16 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,688 shares; 2024Q4: 38,850 shares; 2025Q1: 38,850 shares; 2025Q2: 38,850 shares; 2025Q3: 35,850 shares; 2025Q4: 34,350 shares; 2026Q1: 34,485 shares; 2026Q2: 34,485 shares 34,485 $2.62M 1.02% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,812 shares; 2024Q4: 38,324 shares; 2025Q1: 39,549 shares; 2025Q2: 41,617 shares; 2025Q3: 44,911 shares; 2025Q4: 48,219 shares; 2026Q1: 48,013 shares; 2026Q2: 44,768 shares 44,768 $2.62M 1.02% -3,245 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,930 shares; 2024Q4: 68,975 shares; 2025Q1: 66,660 shares; 2025Q2: 65,518 shares; 2025Q3: 64,698 shares; 2025Q4: 64,258 shares; 2026Q1: 64,258 shares; 2026Q2: 64,258 shares 64,258 $2.58M 1.01% 0 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,468 shares; 2024Q4: 30,790 shares; 2025Q1: 32,965 shares; 2025Q2: 34,067 shares; 2025Q3: 36,355 shares; 2025Q4: 44,636 shares; 2026Q1: 47,158 shares; 2026Q2: 47,769 shares 47,769 $2.51M 0.98% +611 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,957 shares; 2024Q4: 32,898 shares; 2025Q1: 32,278 shares; 2025Q2: 31,550 shares; 2025Q3: 30,762 shares; 2025Q4: 30,129 shares; 2026Q1: 30,150 shares; 2026Q2: 30,354 shares 30,354 $2.49M 0.97% +204 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 8,213 shares; 2025Q1: 7,988 shares; 2025Q2: 9,484 shares; 2025Q3: 10,496 shares; 2025Q4: 11,176 shares; 2026Q1: 12,017 shares; 2026Q2: 12,393 shares 12,393 $2.48M 0.97% +376 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,742 shares; 2024Q4: 59,456 shares; 2025Q1: 60,634 shares; 2025Q2: 66,595 shares; 2025Q3: 70,996 shares; 2025Q4: 67,804 shares; 2026Q1: 70,846 shares; 2026Q2: 71,741 shares 71,741 $2.38M 0.93% +895 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,734 shares; 2024Q4: 76,317 shares; 2025Q1: 73,217 shares; 2025Q2: 73,067 shares; 2025Q3: 73,067 shares; 2025Q4: 72,647 shares; 2026Q1: 72,592 shares; 2026Q2: 72,592 shares 72,592 $2.21M 0.86% 0 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,516 shares; 2024Q4: 93,746 shares; 2025Q1: 93,096 shares; 2025Q2: 92,670 shares; 2025Q3: 85,520 shares; 2025Q4: 85,200 shares; 2026Q1: 84,000 shares; 2026Q2: 81,620 shares 81,620 $1.94M 0.76% -2,380 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,010 shares; 2024Q4: 31,330 shares; 2025Q1: 30,104 shares; 2025Q2: 32,451 shares; 2025Q3: 33,079 shares; 2025Q4: 31,378 shares; 2026Q1: 32,999 shares; 2026Q2: 34,456 shares 34,456 $1.93M 0.75% +1,457 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861 shares; 2024Q4: 3,378 shares; 2025Q1: 3,351 shares; 2025Q2: 3,806 shares; 2025Q3: 4,084 shares; 2025Q4: 4,340 shares; 2026Q1: 4,573 shares; 2026Q2: 4,810 shares 4,810 $1.79M 0.7% +237 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,909 shares; 2024Q4: 71,367 shares; 2025Q1: 69,347 shares; 2025Q2: 67,716 shares; 2025Q3: 64,201 shares; 2025Q4: 64,201 shares; 2026Q1: 56,384 shares; 2026Q2: 49,722 shares 49,722 $1.55M 0.6% -6,662 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,076 shares; 2024Q4: 32,864 shares; 2025Q1: 32,604 shares; 2025Q2: 32,146 shares; 2025Q3: 31,686 shares; 2025Q4: 31,686 shares; 2026Q1: 31,346 shares; 2026Q2: 31,106 shares 31,106 $1.54M 0.6% -240 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,040 shares; 2024Q4: 20,692 shares; 2025Q1: 21,233 shares; 2025Q2: 22,275 shares; 2025Q3: 23,347 shares; 2025Q4: 25,281 shares; 2026Q1: 24,985 shares; 2026Q2: 23,089 shares 23,089 $1.35M 0.53% -1,896 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,491 shares; 2024Q4: 31,939 shares; 2025Q1: 31,766 shares; 2025Q2: 32,250 shares; 2025Q3: 33,044 shares; 2025Q4: 32,780 shares; 2026Q1: 33,062 shares; 2026Q2: 35,558 shares 35,558 $1.26M 0.49% +2,496 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,209 shares; 2024Q4: 2,225 shares; 2025Q1: 2,312 shares; 2025Q2: 2,520 shares; 2025Q3: 2,698 shares; 2025Q4: 2,863 shares; 2026Q1: 3,002 shares; 2026Q2: 3,159 shares 3,159 $1.19M 0.47% +157 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 1,484 shares; 2025Q1: 1,492 shares; 2025Q2: 1,675 shares; 2025Q3: 1,760 shares; 2025Q4: 1,827 shares; 2026Q1: 1,882 shares; 2026Q2: 1,968 shares 1,968 $1.11M 0.43% +86 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,967 shares; 2024Q4: 40,761 shares; 2025Q1: 40,441 shares; 2025Q2: 40,051 shares; 2025Q3: 39,441 shares; 2025Q4: 37,941 shares; 2026Q1: 37,176 shares; 2026Q2: 33,576 shares 33,576 $1.06M 0.42% -3,600 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,275 shares; 2024Q4: 14,841 shares; 2025Q1: 14,841 shares; 2025Q2: 14,841 shares; 2025Q3: 14,841 shares; 2025Q4: 14,841 shares; 2026Q1: 14,841 shares; 2026Q2: 14,841 shares 14,841 $1.06M 0.41% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,500 shares; 2024Q4: 23,600 shares; 2025Q1: 23,600 shares; 2025Q2: 23,600 shares; 2025Q3: 23,600 shares; 2025Q4: 32,715 shares; 2026Q1: 39,515 shares; 2026Q2: 49,815 shares 49,815 $1.04M 0.41% +10,300 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,552 shares; 2024Q4: 39,052 shares; 2025Q1: 39,052 shares; 2025Q2: 40,302 shares; 2025Q3: 40,302 shares; 2025Q4: 40,452 shares; 2026Q1: 48,752 shares; 2026Q2: 49,002 shares 49,002 $957K 0.37% +250 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,616 shares; 2025Q1: 1,586 shares; 2025Q2: 1,695 shares; 2025Q3: 1,742 shares; 2025Q4: 1,773 shares; 2026Q1: 1,837 shares; 2026Q2: 1,842 shares 1,842 $922K 0.36% +5 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,074 shares; 2024Q4: 27,549 shares; 2025Q1: 28,274 shares; 2025Q2: 29,162 shares; 2025Q3: 33,652 shares; 2025Q4: 46,593 shares; 2026Q1: 48,302 shares; 2026Q2: 38,779 shares 38,779 $918K 0.36% -9,523 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,799 shares; 2024Q4: 29,429 shares; 2025Q1: 29,065 shares; 2025Q2: 30,791 shares; 2025Q3: 31,629 shares; 2025Q4: 32,491 shares; 2026Q1: 32,886 shares; 2026Q2: 29,270 shares 29,270 $878K 0.34% -3,616 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,980 shares; 2025Q3: 1,928 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares; 2026Q2: 2,010 shares 2,010 $797K 0.31% +37 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,764 shares; 2024Q4: 31,911 shares; 2025Q1: 28,651 shares; 2025Q2: 27,437 shares; 2025Q3: 26,084 shares; 2025Q4: 21,895 shares; 2026Q1: 19,170 shares; 2026Q2: 15,154 shares 15,154 $783K 0.31% -4,016 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 6,901 shares; 2025Q2: 7,045 shares; 2025Q3: 6,200 shares; 2025Q4: 6,109 shares; 2026Q1: 6,216 shares; 2026Q2: 6,294 shares 6,294 $734K 0.29% +78 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,074 shares; 2024Q4: 27,946 shares; 2025Q1: 27,546 shares; 2025Q2: 27,546 shares; 2025Q3: 27,646 shares; 2025Q4: 28,646 shares; 2026Q1: 27,346 shares; 2026Q2: 26,946 shares 26,946 $734K 0.29% -400 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,300 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,300 shares; 2025Q4: 14,300 shares; 2026Q1: 14,300 shares; 2026Q2: 14,300 shares 14,300 $721K 0.28% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 1,165 shares; 2025Q1: 1,133 shares; 2025Q2: 1,329 shares; 2025Q3: 1,446 shares; 2025Q4: 1,515 shares; 2026Q1: 1,622 shares; 2026Q2: 1,707 shares 1,707 $718K 0.28% +85 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares; 2026Q2: 3,218 shares 3,218 $701K 0.27% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,411 shares; 2026Q1: 2,411 shares; 2026Q2: 2,411 shares 2,411 $701K 0.27% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,117 shares; 2026Q1: 1,158 shares; 2026Q2: 1,176 shares 1,176 $683K 0.27% +18 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,007 shares; 2024Q4: 21,007 shares; 2025Q1: 21,007 shares; 2025Q2: 21,007 shares; 2025Q3: 21,007 shares; 2025Q4: 13,407 shares; 2026Q1: 13,407 shares; 2026Q2: 13,407 shares 13,407 $595K 0.23% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 2,200 shares; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $580K 0.23% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,907 shares; 2026Q2: 2,907 shares 2,907 $574K 0.22% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397 shares; 2024Q4: 1,436 shares; 2025Q1: 1,345 shares; 2025Q2: 1,517 shares; 2025Q3: 1,586 shares; 2025Q4: 1,629 shares; 2026Q1: 1,718 shares; 2026Q2: 1,727 shares 1,727 $565K 0.22% +9 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,655 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $565K 0.22% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,558 shares; 2025Q1: 1,484 shares; 2025Q2: 1,605 shares; 2025Q3: 1,649 shares; 2025Q4: 1,663 shares; 2026Q1: 1,667 shares; 2026Q2: 1,629 shares 1,629 $559K 0.22% -38 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 571 shares; 2026Q2: 4,568 shares 4,568 $546K 0.21% +3,997 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,637 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,580 shares; 2026Q2: 1,570 shares 1,570 $540K 0.21% -10 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,431 shares; 2024Q4: 9,631 shares; 2025Q1: 18,431 shares; 2025Q2: 18,431 shares; 2025Q3: 21,831 shares; 2025Q4: 23,231 shares; 2026Q1: 23,231 shares; 2026Q2: 22,531 shares 22,531 $516K 0.2% -700 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,386 shares; 2024Q4: 12,265 shares; 2025Q1: 16,795 shares; 2025Q2: 17,887 shares; 2025Q3: 18,839 shares; 2025Q4: 19,451 shares; 2026Q1: 19,948 shares; 2026Q2: 19,185 shares 19,185 $502K 0.2% -763 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,553 shares; 2024Q4: 5,318 shares; 2025Q1: 5,318 shares; 2025Q2: 5,418 shares; 2025Q3: 5,418 shares; 2025Q4: 5,418 shares; 2026Q1: 5,418 shares; 2026Q2: 5,418 shares 5,418 $501K 0.2% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares; 2026Q2: 1,129 shares 1,129 $489K 0.19% +36 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 18,400 shares; 2025Q1: 18,400 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares; 2026Q2: 18,400 shares 18,400 $488K 0.19% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,407 shares; 2025Q1: 2,522 shares; 2025Q2: 2,454 shares; 2025Q3: 2,314 shares; 2025Q4: 2,130 shares; 2026Q1: 1,630 shares; 2026Q2: 1,630 shares 1,630 $487K 0.19% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,594 shares; 2025Q1: 3,558 shares; 2025Q2: 3,802 shares; 2025Q3: 3,945 shares; 2025Q4: 4,032 shares; 2026Q1: 4,171 shares; 2026Q2: 3,910 shares 3,910 $459K 0.18% -261 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,851 shares; 2024Q4: 14,681 shares; 2025Q1: 13,692 shares; 2025Q2: 11,180 shares; 2025Q3: 10,950 shares; 2025Q4: 9,350 shares; 2026Q1: 9,350 shares; 2026Q2: 9,350 shares 9,350 $453K 0.18% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,083 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,027 shares; 2025Q4: 3,027 shares; 2026Q1: 3,052 shares; 2026Q2: 3,082 shares 3,082 $431K 0.17% +30 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,754 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 2,733 shares; 2026Q1: 2,733 shares; 2026Q2: 2,733 shares 2,733 $410K 0.16% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $409K 0.16% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,253 shares; 2025Q2: 2,226 shares; 2025Q3: 2,203 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares 2,203 $405K 0.16% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 2,190 shares 2,190 $399K 0.16% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares; 2026Q1: 3,741 shares; 2026Q2: 3,741 shares 3,741 $393K 0.15% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,541 shares; 2024Q4: 5,541 shares; 2025Q1: 5,541 shares; 2025Q2: 5,541 shares; 2025Q3: 5,541 shares; 2025Q4: 5,541 shares; 2026Q1: 5,541 shares; 2026Q2: 5,541 shares 5,541 $387K 0.15% 0 Timeline IBII ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 14,600 shares; 2026Q2: 14,600 shares 14,600 $380K 0.15% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 2,138 shares; 2025Q1: 2,113 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 1,935 shares; 2026Q1: 1,654 shares; 2026Q2: 1,629 shares 1,629 $373K 0.15% -25 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,900 shares; 2024Q4: 10,900 shares; 2025Q1: 14,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 16,900 shares; 2026Q1: 16,900 shares; 2026Q2: 16,900 shares 16,900 $368K 0.14% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,293 shares; 2024Q4: 4,529 shares; 2025Q1: 4,551 shares; 2025Q2: 4,815 shares; 2025Q3: 5,124 shares; 2025Q4: 5,351 shares; 2026Q1: 5,780 shares; 2026Q2: 5,809 shares 5,809 $360K 0.14% +29 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 555 shares; 2025Q1: 546 shares; 2025Q2: 603 shares; 2025Q3: 629 shares; 2025Q4: 641 shares; 2026Q1: 671 shares; 2026Q2: 682 shares 682 $350K 0.14% +11 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,417 shares; 2025Q4: 1,417 shares; 2026Q1: 1,417 shares; 2026Q2: 1,423 shares 1,423 $346K 0.14% +6 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,800 shares; 2024Q4: not reported; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 11,000 shares; 2025Q4: 12,950 shares; 2026Q1: 12,950 shares; 2026Q2: 13,850 shares 13,850 $336K 0.13% +900 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253 shares; 2026Q1: 276 shares; 2026Q2: 279 shares 279 $335K 0.13% +3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 804 shares; 2025Q1: 809 shares; 2025Q2: 860 shares; 2025Q3: 923 shares; 2025Q4: 973 shares; 2026Q1: 1,054 shares; 2026Q2: 1,049 shares 1,049 $334K 0.13% -5 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 1,993 shares; 2025Q1: 2,014 shares; 2025Q2: 1,996 shares; 2025Q3: 2,163 shares; 2025Q4: 2,296 shares; 2026Q1: 2,448 shares; 2026Q2: 2,464 shares 2,464 $334K 0.13% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,281 shares; 2025Q4: 2,561 shares; 2026Q1: 2,749 shares; 2026Q2: 2,936 shares 2,936 $333K 0.13% +187 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,700 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 14,600 shares; 2026Q2: 14,600 shares 14,600 $327K 0.13% 0 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,970 shares; 2024Q4: 10,970 shares; 2025Q1: 10,970 shares; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares; 2025Q4: 13,070 shares; 2026Q1: 13,070 shares; 2026Q2: 14,470 shares 14,470 $320K 0.13% +1,400 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,515 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,445 shares; 2025Q4: 3,445 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares 3,394 $320K 0.13% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares 2,260 $316K 0.12% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares; 2026Q2: 822 shares 822 $307K 0.12% +55 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $304K 0.12% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,800 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 12,100 shares; 2025Q4: 12,550 shares; 2026Q1: 12,200 shares; 2026Q2: 12,500 shares 12,500 $303K 0.12% +300 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,313 shares; 2026Q1: 1,258 shares; 2026Q2: 1,185 shares 1,185 $301K 0.12% -73 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,592 shares; 2026Q1: 2,878 shares; 2026Q2: 2,898 shares 2,898 $284K 0.11% +20 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,956 shares; 2024Q4: 2,013 shares; 2025Q1: 1,555 shares; 2025Q2: 1,699 shares; 2025Q3: 1,783 shares; 2025Q4: 1,792 shares; 2026Q1: 1,896 shares; 2026Q2: 1,923 shares 1,923 $282K 0.11% +27 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $279K 0.11% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248 shares; 2024Q4: 244 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $277K 0.11% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,095 shares; 2024Q4: 5,617 shares; 2025Q1: 5,748 shares; 2025Q2: 6,006 shares; 2025Q3: 6,156 shares; 2025Q4: 6,191 shares; 2026Q1: 6,383 shares; 2026Q2: 6,483 shares 6,483 $274K 0.11% +100 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,450 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 13,450 shares; 2025Q3: 13,450 shares; 2025Q4: 13,450 shares; 2026Q1: 13,450 shares; 2026Q2: 13,450 shares 13,450 $274K 0.11% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,324 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,418 shares; 2025Q4: 1,490 shares; 2026Q1: 1,636 shares; 2026Q2: 1,646 shares 1,646 $269K 0.11% +10 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,490 shares; 2026Q2: 4,160 shares 4,160 $266K 0.1% +670 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,932 shares; 2026Q1: 1,990 shares; 2026Q2: 1,961 shares 1,961 $252K 0.1% -29 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 1,810 shares; 2026Q2: 1,822 shares 1,822 $249K 0.1% +12 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,700 shares; 2025Q2: 12,700 shares; 2025Q3: 12,700 shares; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares 12,700 $248K 0.1% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,945 shares; 2026Q2: 2,945 shares 2,945 $244K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 952 shares; 2026Q1: 942 shares; 2026Q2: 960 shares 960 $242K 0.09% +18 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,284 shares; 2025Q4: not reported; 2026Q1: 3,284 shares; 2026Q2: 3,320 shares 3,320 $239K 0.09% +36 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,325 shares; 2024Q4: 9,185 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,062 shares; 2025Q4: 8,462 shares; 2026Q1: 8,162 shares; 2026Q2: 6,069 shares 6,069 $235K 0.09% -2,093 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $229K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 1,239 shares; 2025Q1: 1,230 shares; 2025Q2: 1,307 shares; 2025Q3: 1,361 shares; 2025Q4: 1,368 shares; 2026Q1: 1,391 shares; 2026Q2: 1,446 shares 1,446 $227K 0.09% +55 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $218K 0.09% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $212K 0.08% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,375 shares 8,375 $211K 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 574 shares; 2026Q2: 583 shares 583 $211K 0.08% +9 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,091 shares; 2024Q4: 2,252 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,220 shares; 2025Q4: 2,287 shares; 2026Q1: 2,310 shares; 2026Q2: 2,168 shares 2,168 $209K 0.08% -142 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,623 shares 3,623 $206K 0.08% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $202K 0.08% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares; 2026Q2: 10,700 shares 10,700 $175K 0.07% +600 Timeline