BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,793 shares; 2025Q1: 90,002 shares; 2025Q2: 100,779 shares; 2025Q3: 116,210 shares; 2025Q4: 131,327 shares; 2026Q1: 130,003 shares; 2026Q2: 132,571 shares 132,571 $17.9M 6.65% +2,568 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 354,141 shares; 2025Q1: 353,914 shares; 2025Q2: 338,214 shares; 2025Q3: 353,327 shares; 2025Q4: 360,565 shares; 2026Q1: 360,402 shares; 2026Q2: 372,482 shares 372,482 $17.2M 6.4% +12,080 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,048 shares; 2025Q1: 14,427 shares; 2025Q2: 10,349 shares; 2025Q3: 10,868 shares; 2025Q4: 10,760 shares; 2026Q1: 11,331 shares; 2026Q2: 14,723 shares 14,723 $11M 4.11% +3,392 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: not loaded; 2024Q4: 70,858 shares; 2025Q1: 60,723 shares; 2025Q2: 63,380 shares; 2025Q3: 64,399 shares; 2025Q4: 59,037 shares; 2026Q1: 58,681 shares; 2026Q2: 49,025 shares 49,025 $10.8M 4.01% -9,656 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,939 shares; 2025Q1: 89,068 shares; 2025Q2: 124,930 shares; 2025Q3: 158,439 shares; 2025Q4: 169,495 shares; 2026Q1: 189,715 shares; 2026Q2: 191,967 shares 191,967 $9.01M 3.36% +2,252 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,204 shares; 2025Q1: 145,982 shares; 2025Q2: 135,018 shares; 2025Q3: 149,868 shares; 2025Q4: 160,928 shares; 2026Q1: 157,655 shares; 2026Q2: 165,300 shares 165,300 $7.8M 2.91% +7,645 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,237 shares; 2025Q1: 84,007 shares; 2025Q2: 94,438 shares; 2025Q3: 112,178 shares; 2025Q4: 116,291 shares; 2026Q1: 106,905 shares; 2026Q2: 102,745 shares 102,745 $6.99M 2.6% -4,160 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,845 shares; 2025Q1: 26,112 shares; 2025Q2: 25,370 shares; 2025Q3: 27,831 shares; 2025Q4: 31,317 shares; 2026Q1: 30,920 shares; 2026Q2: 30,036 shares 30,036 $6.82M 2.54% -884 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,728 shares; 2025Q1: 27,203 shares; 2025Q2: 62,566 shares; 2025Q3: 66,504 shares; 2025Q4: 67,709 shares; 2026Q1: 76,527 shares; 2026Q2: 76,463 shares 76,463 $6.53M 2.43% -64 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,007 shares; 2026Q2: 162,580 shares 162,580 $5.95M 2.22% -1,427 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,050 shares; 2025Q1: 54,699 shares; 2025Q2: 31,646 shares; 2025Q3: 61,902 shares; 2025Q4: 120,673 shares; 2026Q1: 127,710 shares; 2026Q2: 115,809 shares 115,809 $5.86M 2.18% -11,901 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,877 shares; 2025Q1: 64,150 shares; 2025Q2: 62,979 shares; 2025Q3: 81,207 shares; 2025Q4: 83,871 shares; 2026Q1: 84,037 shares; 2026Q2: 78,048 shares 78,048 $5.12M 1.91% -5,989 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,401 shares; 2025Q1: 11,873 shares; 2025Q2: 12,913 shares; 2025Q3: 13,689 shares; 2025Q4: 15,935 shares; 2026Q1: 17,066 shares; 2026Q2: 13,854 shares 13,854 $4.75M 1.77% -3,212 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,547 shares; 2025Q1: 49,165 shares; 2025Q2: 43,752 shares; 2025Q3: 52,676 shares; 2025Q4: 61,851 shares; 2026Q1: 61,458 shares; 2026Q2: 59,413 shares 59,413 $4.72M 1.76% -2,045 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,829 shares; 2025Q1: 79,762 shares; 2025Q2: 67,537 shares; 2025Q3: 81,980 shares; 2025Q4: 59,729 shares; 2026Q1: 60,349 shares; 2026Q2: 59,060 shares 59,060 $4.61M 1.72% -1,289 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,711 shares; 2025Q1: 22,006 shares; 2025Q2: 37,784 shares; 2025Q3: 39,337 shares; 2025Q4: 42,365 shares; 2026Q1: 44,936 shares; 2026Q2: 44,979 shares 44,979 $4.45M 1.66% +43 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,893 shares; 2025Q1: 39,517 shares; 2025Q2: 46,866 shares; 2025Q3: 48,155 shares; 2025Q4: 50,513 shares; 2026Q1: 47,687 shares; 2026Q2: 45,285 shares 45,285 $4.45M 1.66% -2,402 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 loaded; 2024Q4: 32,886 shares; 2025Q1: 40,261 shares; 2025Q2: 51,856 shares; 2025Q3: 65,940 shares; 2025Q4: 75,944 shares; 2026Q1: 60,214 shares; 2026Q2: 47,034 shares 47,034 $3.9M 1.45% -13,180 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,832 shares; 2025Q1: 25,069 shares; 2025Q2: 26,099 shares; 2025Q3: 28,461 shares; 2025Q4: 29,124 shares; 2026Q1: 29,113 shares; 2026Q2: 27,100 shares 27,100 $3.73M 1.39% -2,013 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,261 shares; 2025Q1: 42,424 shares; 2025Q2: 40,212 shares; 2025Q3: 47,878 shares; 2025Q4: 55,336 shares; 2026Q1: 54,729 shares; 2026Q2: 53,074 shares 53,074 $3.39M 1.26% -1,655 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91,705 shares; 2025Q1: 79,067 shares; 2025Q2: 86,226 shares; 2025Q3: 83,367 shares; 2025Q4: 77,352 shares; 2026Q1: 56,137 shares; 2026Q2: 44,013 shares 44,013 $3.37M 1.25% -12,124 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,981 shares; 2025Q1: 26,715 shares; 2025Q2: 26,622 shares; 2025Q3: 30,145 shares; 2025Q4: 32,481 shares; 2026Q1: 35,490 shares; 2026Q2: 33,659 shares 33,659 $3.18M 1.18% -1,831 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,262 shares; 2025Q1: 40,778 shares; 2025Q2: 49,820 shares; 2025Q3: 55,468 shares; 2025Q4: 46,095 shares; 2026Q1: 49,368 shares; 2026Q2: 31,082 shares 31,082 $3.12M 1.16% -18,286 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 160,453 shares; 2025Q1: 134,398 shares; 2025Q2: 120,045 shares; 2025Q3: 128,089 shares; 2025Q4: 120,677 shares; 2026Q1: 149,152 shares; 2026Q2: 129,547 shares 129,547 $3M 1.12% -19,605 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,170 shares; 2026Q1: 35,473 shares; 2026Q2: 36,062 shares 36,062 $2.97M 1.11% +589 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,557 shares; 2025Q1: 25,595 shares; 2025Q2: 25,011 shares; 2025Q3: 30,224 shares; 2025Q4: 38,210 shares; 2026Q1: 33,902 shares; 2026Q2: 30,153 shares 30,153 $2.97M 1.11% -3,749 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,593 shares; 2025Q1: 35,280 shares; 2025Q2: 38,280 shares; 2025Q3: 48,537 shares; 2025Q4: 48,823 shares; 2026Q1: 51,193 shares; 2026Q2: 48,915 shares 48,915 $2.76M 1.03% -2,278 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,563 shares; 2025Q1: 76,431 shares; 2025Q2: 75,557 shares; 2025Q3: 91,380 shares; 2025Q4: 95,437 shares; 2026Q1: 96,200 shares; 2026Q2: 99,042 shares 99,042 $2.71M 1.01% +2,842 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: not loaded; 2024Q4: 6,753 shares; 2025Q1: 6,244 shares; 2025Q2: 6,961 shares; 2025Q3: 10,057 shares; 2025Q4: 8,868 shares; 2026Q1: 9,103 shares; 2026Q2: 9,198 shares 9,198 $2.66M 0.99% +95 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,942 shares; 2025Q1: 9,731 shares; 2025Q2: 11,732 shares; 2025Q3: 15,942 shares; 2025Q4: 16,313 shares; 2026Q1: 7,639 shares; 2026Q2: 7,224 shares 7,224 $2.64M 0.98% -415 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: not loaded; 2024Q4: 13,166 shares; 2025Q1: 14,221 shares; 2025Q2: 13,148 shares; 2025Q3: 13,217 shares; 2025Q4: 12,328 shares; 2026Q1: 12,506 shares; 2026Q2: 12,503 shares 12,503 $2.5M 0.93% -3 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,348 shares; 2025Q1: 32,876 shares; 2025Q2: 33,592 shares; 2025Q3: 28,395 shares; 2025Q4: 26,023 shares; 2026Q1: 150,426 shares; 2026Q2: 106,638 shares 106,638 $2.43M 0.9% -43,788 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,661 shares; 2025Q3: 39,005 shares; 2025Q4: 41,295 shares; 2026Q1: 42,969 shares; 2026Q2: 41,242 shares 41,242 $2.43M 0.9% -1,727 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,030 shares; 2025Q1: 33,582 shares; 2025Q2: 34,823 shares; 2025Q3: 39,058 shares; 2025Q4: 39,596 shares; 2026Q1: 34,335 shares; 2026Q2: 31,902 shares 31,902 $2.34M 0.87% -2,433 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,362 shares; 2025Q1: 5,987 shares; 2025Q2: 33,121 shares; 2025Q3: 32,616 shares; 2025Q4: 35,270 shares; 2026Q1: 32,903 shares; 2026Q2: 31,023 shares 31,023 $2.28M 0.85% -1,880 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,995 shares; 2026Q1: 38,516 shares; 2026Q2: 40,345 shares 40,345 $2.2M 0.82% +1,829 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,763 shares; 2026Q2: 41,471 shares 41,471 $2.09M 0.78% +34,708 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: not loaded; 2024Q4: 6,794 shares; 2025Q1: 5,815 shares; 2025Q2: 5,297 shares; 2025Q3: 5,776 shares; 2025Q4: 5,639 shares; 2026Q1: 6,735 shares; 2026Q2: 21,536 shares 21,536 $2.04M 0.76% +14,801 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,370 shares; 2025Q1: 19,066 shares; 2025Q2: 29,564 shares; 2025Q3: 32,745 shares; 2025Q4: 34,489 shares; 2026Q1: 32,008 shares; 2026Q2: 27,770 shares 27,770 $2.01M 0.75% -4,238 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,073 shares; 2025Q1: 40,710 shares; 2025Q2: 39,776 shares; 2025Q3: 45,795 shares; 2025Q4: 47,589 shares; 2026Q1: 45,875 shares; 2026Q2: 37,298 shares 37,298 $1.95M 0.73% -8,577 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,559 shares; 2026Q2: 23,123 shares 23,123 $1.91M 0.71% +564 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,745 shares; 2025Q1: 25,195 shares; 2025Q2: 27,917 shares; 2025Q3: 38,730 shares; 2025Q4: 42,097 shares; 2026Q1: 29,277 shares; 2026Q2: 25,009 shares 25,009 $1.89M 0.7% -4,268 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,595 shares; 2025Q1: 48,755 shares; 2025Q2: 38,644 shares; 2025Q3: 37,574 shares; 2025Q4: 36,165 shares; 2026Q1: 37,144 shares; 2026Q2: 42,360 shares 42,360 $1.87M 0.7% +5,216 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,901 shares; 2025Q1: 27,657 shares; 2025Q2: 17,918 shares; 2025Q3: 23,965 shares; 2025Q4: 31,052 shares; 2026Q1: 31,118 shares; 2026Q2: 24,254 shares 24,254 $1.73M 0.64% -6,864 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,505 shares 61,505 $1.73M 0.64% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,952 shares; 2025Q4: 58,086 shares; 2026Q1: 60,028 shares; 2026Q2: 33,934 shares 33,934 $1.72M 0.64% -26,094 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,182 shares; 2025Q1: 22,764 shares; 2025Q2: 25,616 shares; 2025Q3: 31,112 shares; 2025Q4: 31,030 shares; 2026Q1: 32,560 shares; 2026Q2: 28,011 shares 28,011 $1.64M 0.61% -4,549 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,763 shares; 2025Q3: 27,378 shares; 2025Q4: 23,318 shares; 2026Q1: 29,070 shares; 2026Q2: 33,815 shares 33,815 $1.64M 0.61% +4,745 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,043 shares; 2025Q1: 41,035 shares; 2025Q2: 32,523 shares; 2025Q3: 43,680 shares; 2025Q4: 41,238 shares; 2026Q1: 37,416 shares; 2026Q2: 34,883 shares 34,883 $1.61M 0.6% -2,533 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: not loaded; 2024Q4: 4,910 shares; 2025Q1: 4,701 shares; 2025Q2: 4,910 shares; 2025Q3: 4,965 shares; 2025Q4: 4,437 shares; 2026Q1: 4,439 shares; 2026Q2: 4,441 shares 4,441 $1.59M 0.59% +2 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,006 shares; 2025Q1: 36,186 shares; 2025Q2: 43,852 shares; 2025Q3: 54,918 shares; 2025Q4: 64,872 shares; 2026Q1: 69,267 shares; 2026Q2: 69,460 shares 69,460 $1.55M 0.58% +193 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,273 shares; 2025Q1: 1,674 shares; 2025Q2: 4,579 shares; 2025Q3: 6,572 shares; 2025Q4: 7,023 shares; 2026Q1: 9,734 shares; 2026Q2: 9,710 shares 9,710 $1.53M 0.57% -24 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,017 shares; 2025Q1: 27,838 shares; 2025Q2: 23,473 shares; 2025Q3: 18,270 shares; 2025Q4: 16,694 shares; 2026Q1: 13,314 shares; 2026Q2: 12,317 shares 12,317 $1.53M 0.57% -997 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,073 shares; 2025Q1: 19,626 shares; 2025Q2: 19,494 shares; 2025Q3: 19,366 shares; 2025Q4: 17,177 shares; 2026Q1: 16,475 shares; 2026Q2: 15,869 shares 15,869 $1.53M 0.57% -606 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,528 shares; 2025Q1: 66,617 shares; 2025Q2: 41,465 shares; 2025Q3: 50,647 shares; 2025Q4: 55,684 shares; 2026Q1: 57,320 shares; 2026Q2: 43,172 shares 43,172 $1.49M 0.56% -14,148 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,468 shares; 2025Q1: 10,231 shares; 2025Q2: 9,476 shares; 2025Q3: 9,494 shares; 2025Q4: 8,500 shares; 2026Q1: 8,427 shares; 2026Q2: 8,385 shares 8,385 $1.42M 0.53% -42 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 loaded; 2024Q4: 2,615 shares; 2025Q1: 2,591 shares; 2025Q2: 1,468 shares; 2025Q3: 1,797 shares; 2025Q4: 2,056 shares; 2026Q1: 2,026 shares; 2026Q2: 1,900 shares 1,900 $1.4M 0.52% -126 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,226 shares; 2025Q1: 27,269 shares; 2025Q2: 16,496 shares; 2025Q3: 16,498 shares; 2025Q4: 14,342 shares; 2026Q1: 14,213 shares; 2026Q2: 14,539 shares 14,539 $1.31M 0.49% +326 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 loaded; 2024Q4: 12,898 shares; 2025Q1: 12,895 shares; 2025Q2: 12,555 shares; 2025Q3: 12,601 shares; 2025Q4: 11,280 shares; 2026Q1: 11,272 shares; 2026Q2: 11,286 shares 11,286 $1.28M 0.48% +14 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,051 shares; 2025Q4: 24,578 shares; 2026Q1: 26,577 shares; 2026Q2: 23,989 shares 23,989 $1.21M 0.45% -2,588 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: not loaded; 2024Q4: 20,279 shares; 2025Q1: 12,445 shares; 2025Q2: 4,853 shares; 2025Q3: 4,639 shares; 2025Q4: 5,069 shares; 2026Q1: 4,911 shares; 2026Q2: 13,940 shares 13,940 $1.2M 0.45% +9,029 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,196 shares; 2025Q4: 11,120 shares; 2026Q1: 24,200 shares; 2026Q2: 19,360 shares 19,360 $1.16M 0.43% -4,840 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,407 shares; 2025Q3: 22,901 shares; 2025Q4: 24,113 shares; 2026Q1: 24,722 shares; 2026Q2: 24,083 shares 24,083 $1.11M 0.41% -639 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,524 shares; 2026Q2: 21,673 shares 21,673 $1.09M 0.41% -1,851 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,225 shares; 2025Q3: 33,210 shares; 2025Q4: 35,166 shares; 2026Q1: 36,677 shares; 2026Q2: 24,360 shares 24,360 $1.05M 0.39% -12,317 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: not loaded; 2024Q4: 4,712 shares; 2025Q1: 4,468 shares; 2025Q2: 4,254 shares; 2025Q3: 4,264 shares; 2025Q4: 3,871 shares; 2026Q1: 4,362 shares; 2026Q2: 4,375 shares 4,375 $1.04M 0.39% +13 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 735 shares; 2025Q1: 959 shares; 2025Q2: 2,329 shares; 2025Q3: 2,638 shares; 2025Q4: 2,746 shares; 2026Q1: 2,777 shares; 2026Q2: 2,519 shares 2,519 $1.03M 0.38% -258 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,586 shares; 2025Q1: 31,840 shares; 2025Q2: 19,335 shares; 2025Q3: 27,745 shares; 2025Q4: 32,655 shares; 2026Q1: 22,502 shares; 2026Q2: 22,298 shares 22,298 $1.03M 0.38% -204 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,017 shares; 2025Q4: 27,602 shares; 2026Q1: 30,032 shares; 2026Q2: 31,511 shares 31,511 $1.01M 0.38% +1,479 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,842 shares; 2025Q1: 14,569 shares; 2025Q2: 12,754 shares; 2025Q3: 14,752 shares; 2025Q4: 10,692 shares; 2026Q1: 15,354 shares; 2026Q2: 16,140 shares 16,140 $1M 0.37% +786 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,959 shares; 2025Q3: 9,697 shares; 2025Q4: 13,415 shares; 2026Q1: 12,846 shares; 2026Q2: 12,092 shares 12,092 $971K 0.36% -754 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,793 shares; 2026Q1: 28,020 shares; 2026Q2: 28,190 shares 28,190 $944K 0.35% +170 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,097 shares; 2025Q1: 5,629 shares; 2025Q2: 5,125 shares; 2025Q3: 5,906 shares; 2025Q4: 6,195 shares; 2026Q1: 6,328 shares; 2026Q2: 5,549 shares 5,549 $912K 0.34% -779 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,535 shares; 2026Q1: 8,878 shares; 2026Q2: 8,996 shares 8,996 $903K 0.34% +118 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,100 shares; 2025Q4: 11,946 shares; 2026Q1: 8,060 shares; 2026Q2: 16,276 shares 16,276 $871K 0.32% +8,216 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,507 shares; 2025Q1: 8,255 shares; 2025Q2: 11,598 shares; 2025Q3: 11,743 shares; 2025Q4: 12,485 shares; 2026Q1: 11,745 shares; 2026Q2: 11,251 shares 11,251 $820K 0.31% -494 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 953 shares; 2025Q2: 957 shares; 2025Q3: 951 shares; 2025Q4: 859 shares; 2026Q1: 857 shares; 2026Q2: 845 shares 845 $814K 0.3% -12 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,063 shares; 2025Q1: 17,879 shares; 2025Q2: 14,352 shares; 2025Q3: 16,570 shares; 2025Q4: 17,866 shares; 2026Q1: 18,999 shares; 2026Q2: 18,908 shares 18,908 $787K 0.29% -91 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,438 shares; 2025Q1: 26,019 shares; 2025Q2: 12,404 shares; 2025Q3: 15,963 shares; 2025Q4: 14,788 shares; 2026Q1: 14,050 shares; 2026Q2: 12,723 shares 12,723 $782K 0.29% -1,327 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: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,724 shares; 2025Q2: 1,722 shares; 2025Q3: 1,728 shares; 2025Q4: 1,589 shares; 2026Q1: 1,553 shares; 2026Q2: 1,377 shares 1,377 $777K 0.29% -176 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,655 shares; 2025Q1: 5,462 shares; 2025Q2: 5,144 shares; 2025Q3: 5,203 shares; 2025Q4: 4,631 shares; 2026Q1: 4,621 shares; 2026Q2: 4,574 shares 4,574 $773K 0.29% -47 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,875 shares; 2026Q1: 35,090 shares; 2026Q2: 30,500 shares 30,500 $771K 0.29% -4,590 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares; 2026Q1: 5,357 shares; 2026Q2: 6,344 shares 6,344 $683K 0.25% +987 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,164 shares; 2025Q1: 23,311 shares; 2025Q2: 17,606 shares; 2025Q3: 14,909 shares; 2025Q4: 13,559 shares; 2026Q1: 13,379 shares; 2026Q2: 14,278 shares 14,278 $670K 0.25% +899 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,511 shares; 2025Q3: 3,875 shares; 2025Q4: 4,149 shares; 2026Q1: 4,228 shares; 2026Q2: 4,064 shares 4,064 $665K 0.25% -164 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: not loaded; 2024Q4: 1,031 shares; 2025Q1: 1,204 shares; 2025Q2: 1,358 shares; 2025Q3: 1,327 shares; 2025Q4: 1,347 shares; 2026Q1: 1,977 shares; 2026Q2: 1,705 shares 1,705 $636K 0.24% -272 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,368 shares; 2025Q1: 19,229 shares; 2025Q2: 8,774 shares; 2025Q3: 8,774 shares; 2025Q4: 8,774 shares; 2026Q1: 8,610 shares; 2026Q2: 8,610 shares 8,610 $622K 0.23% 0 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,634 shares; 2025Q1: 8,528 shares; 2025Q2: 8,536 shares; 2025Q3: 12,255 shares; 2025Q4: 13,021 shares; 2026Q1: 13,254 shares; 2026Q2: 9,641 shares 9,641 $605K 0.23% -3,613 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,531 shares; 2025Q2: 8,375 shares; 2025Q3: 8,627 shares; 2025Q4: 9,901 shares; 2026Q1: 9,957 shares; 2026Q2: 10,060 shares 10,060 $600K 0.22% +103 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,576 shares; 2026Q1: 7,246 shares; 2026Q2: 7,443 shares 7,443 $596K 0.22% +197 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,398 shares; 2025Q1: 7,141 shares; 2025Q2: 14,743 shares; 2025Q3: 24,388 shares; 2025Q4: 24,874 shares; 2026Q1: 24,784 shares; 2026Q2: 13,631 shares 13,631 $594K 0.22% -11,153 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,120 shares; 2026Q1: 13,919 shares; 2026Q2: 14,297 shares 14,297 $576K 0.21% +378 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $519K 0.19% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,883 shares; 2025Q1: 20,503 shares; 2025Q2: 4,302 shares; 2025Q3: 4,397 shares; 2025Q4: 5,069 shares; 2026Q1: 5,032 shares; 2026Q2: 4,937 shares 4,937 $505K 0.19% -95 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,324 shares; 2026Q2: 1,348 shares 1,348 $476K 0.18% +24 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,920 shares; 2025Q1: 4,656 shares; 2025Q2: 6,895 shares; 2025Q3: 6,803 shares; 2025Q4: 7,337 shares; 2026Q1: 7,327 shares; 2026Q2: 6,942 shares 6,942 $467K 0.17% -385 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,455 shares; 2026Q2: 2,425 shares 2,425 $462K 0.17% -30 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,413 shares; 2025Q1: 1,414 shares; 2025Q2: 1,423 shares; 2025Q3: 1,368 shares; 2025Q4: 1,202 shares; 2026Q1: 1,078 shares; 2026Q2: 1,076 shares 1,076 $459K 0.17% -2 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,064 shares; 2026Q1: 1,089 shares; 2026Q2: 1,090 shares 1,090 $438K 0.16% +1 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: not loaded; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,165 shares; 2025Q4: 1,030 shares; 2026Q1: 1,103 shares; 2026Q2: 1,114 shares 1,114 $421K 0.16% +11 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,101 shares; 2025Q1: 13,165 shares; 2025Q2: 10,193 shares; 2025Q3: 10,662 shares; 2025Q4: 9,004 shares; 2026Q1: 9,346 shares; 2026Q2: 9,067 shares 9,067 $417K 0.16% -279 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 loaded; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,164 shares; 2026Q2: 1,515 shares 1,515 $385K 0.14% +351 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,251 shares; 2025Q1: 4,063 shares; 2025Q2: 6,468 shares; 2025Q3: 2,223 shares; 2025Q4: 2,135 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $377K 0.14% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,278 shares; 2025Q1: 9,201 shares; 2025Q2: 3,669 shares; 2025Q3: 5,091 shares; 2025Q4: 5,890 shares; 2026Q1: 6,268 shares; 2026Q2: 4,708 shares 4,708 $377K 0.14% -1,560 Timeline VBND ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,126 shares; 2025Q1: 8,270 shares; 2025Q2: 7,212 shares; 2025Q3: 7,370 shares; 2025Q4: 8,422 shares; 2026Q1: 9,818 shares; 2026Q2: 8,309 shares 8,309 $363K 0.14% -1,509 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,375 shares; 2025Q1: 5,796 shares; 2025Q2: 3,502 shares; 2025Q3: 3,502 shares; 2025Q4: 3,452 shares; 2026Q1: 2,214 shares; 2026Q2: 2,214 shares 2,214 $362K 0.13% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,236 shares; 2025Q1: 8,236 shares; 2025Q2: 8,141 shares; 2025Q3: 8,047 shares; 2025Q4: 7,927 shares; 2026Q1: 7,902 shares; 2026Q2: 7,768 shares 7,768 $356K 0.13% -134 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,491 shares; 2026Q1: 8,277 shares; 2026Q2: 6,696 shares 6,696 $356K 0.13% -1,581 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,983 shares; 2026Q2: 2,084 shares 2,084 $345K 0.13% +101 Timeline TLTX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,729 shares; 2026Q1: 13,629 shares; 2026Q2: 13,622 shares 13,622 $311K 0.12% -7 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,985 shares; 2026Q1: 5,666 shares; 2026Q2: 4,416 shares 4,416 $302K 0.11% -1,250 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,153 shares; 2025Q4: 2,109 shares; 2026Q1: 2,151 shares; 2026Q2: 2,145 shares 2,145 $300K 0.11% -6 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,851 shares; 2025Q3: 3,822 shares; 2025Q4: 3,544 shares; 2026Q1: 3,449 shares; 2026Q2: 2,885 shares 2,885 $300K 0.11% -564 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 203 shares; 2026Q1: 227 shares; 2026Q2: 245 shares 245 $294K 0.11% +18 Timeline SCHB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,458 shares; 2026Q1: 12,152 shares; 2026Q2: 10,124 shares 10,124 $293K 0.11% -2,028 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420 shares; 2026Q2: 1,420 shares 1,420 $284K 0.11% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,794 shares; 2025Q1: 11,701 shares; 2025Q2: 9,729 shares; 2025Q3: 11,419 shares; 2025Q4: 11,521 shares; 2026Q1: 3,339 shares; 2026Q2: 2,920 shares 2,920 $282K 0.1% -419 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,076 shares; 2025Q1: 8,419 shares; 2025Q2: 8,948 shares; 2025Q3: 9,436 shares; 2025Q4: 7,447 shares; 2026Q1: 7,374 shares; 2026Q2: 6,563 shares 6,563 $274K 0.1% -811 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 loaded; 2024Q4: 4,834 shares; 2025Q1: 6,096 shares; 2025Q2: 5,900 shares; 2025Q3: 4,664 shares; 2025Q4: 4,664 shares; 2026Q1: 4,661 shares; 2026Q2: 4,661 shares 4,661 $266K 0.1% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,653 shares; 2026Q2: 1,608 shares 1,608 $249K 0.09% -45 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 869 shares 869 $247K 0.09% new Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,586 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,986 shares; 2026Q1: 10,952 shares; 2026Q2: 13,486 shares 13,486 $245K 0.09% +2,534 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,059 shares; 2025Q4: 2,051 shares; 2026Q1: not reported; 2026Q2: 2,091 shares 2,091 $245K 0.09% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 653 shares; 2026Q1: not reported; 2026Q2: 633 shares 633 $237K 0.09% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,145 shares; 2025Q1: 12,437 shares; 2025Q2: 9,221 shares; 2025Q3: 9,770 shares; 2025Q4: 9,778 shares; 2026Q1: 6,325 shares; 2026Q2: 5,051 shares 5,051 $236K 0.09% -1,274 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $235K 0.09% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,119 shares; 2025Q4: 13,119 shares; 2026Q1: 13,127 shares; 2026Q2: 4,461 shares 4,461 $235K 0.09% -8,666 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,296 shares 8,296 $232K 0.09% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $230K 0.09% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 433 shares 433 $217K 0.08% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 372 shares 372 $216K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $209K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 835 shares; 2026Q2: 420 shares 420 $203K 0.08% -415 Timeline GNLX GENELUX CORPORATION More: the full row for GENELUX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,001 shares; 2025Q2: 18,001 shares; 2025Q3: 24,101 shares; 2025Q4: 18,001 shares; 2026Q1: 19,701 shares; 2026Q2: 20,501 shares 20,501 $61.7K 0.02% +800 Timeline