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: 6,021 shares; 2025Q1: 15,127 shares; 2025Q2: 11,023 shares; 2025Q3: 9,788 shares; 2025Q4: 29,146 shares; 2026Q1: 46,037 shares; 2026Q2: 55,963 shares 55,963 $41.9M 3.04% +9,926 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: not loaded; 2024Q4: 101,370 shares; 2025Q1: 89,669 shares; 2025Q2: 90,724 shares; 2025Q3: 95,991 shares; 2025Q4: 106,195 shares; 2026Q1: 104,187 shares; 2026Q2: 88,706 shares 88,706 $32.8M 2.38% -15,481 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424,337 shares; 2026Q2: 526,304 shares 526,304 $32.7M 2.37% +101,967 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,921 shares; 2025Q3: 31,760 shares; 2025Q4: 58,060 shares; 2026Q1: 440,755 shares; 2026Q2: 530,279 shares 530,279 $26.1M 1.9% +89,524 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: 187,026 shares; 2025Q1: 183,841 shares; 2025Q2: 185,684 shares; 2025Q3: 211,641 shares; 2025Q4: 220,337 shares; 2026Q1: 246,197 shares; 2026Q2: 313,487 shares 313,487 $23M 1.67% +67,290 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: 5,173 shares; 2025Q1: 1,976 shares; 2025Q2: 14,018 shares; 2025Q3: 7,106 shares; 2025Q4: 19,126 shares; 2026Q1: 16,723 shares; 2026Q2: 29,242 shares 29,242 $21.5M 1.56% +12,519 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: not loaded; 2024Q4: 349,134 shares; 2025Q1: 334,252 shares; 2025Q2: 323,305 shares; 2025Q3: 342,208 shares; 2025Q4: 368,327 shares; 2026Q1: 365,049 shares; 2026Q2: 367,693 shares 367,693 $18.5M 1.34% +2,644 Timeline CWB 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: 9,255 shares; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 8,650 shares; 2025Q4: 21,768 shares; 2026Q1: 112,369 shares; 2026Q2: 170,089 shares 170,089 $18.3M 1.33% +57,720 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: 20,975 shares; 2025Q1: 32,669 shares; 2025Q2: 49,455 shares; 2025Q3: 54,146 shares; 2025Q4: 70,687 shares; 2026Q1: 80,352 shares; 2026Q2: 90,951 shares 90,951 $18.2M 1.32% +10,599 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 316,940 shares; 2026Q2: 408,549 shares 408,549 $16.4M 1.19% +91,609 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,952 shares; 2025Q1: 3,626 shares; 2025Q2: 44,644 shares; 2025Q3: 43,929 shares; 2025Q4: 36,450 shares; 2026Q1: 151,207 shares; 2026Q2: 181,454 shares 181,454 $15.9M 1.16% +30,247 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,102 shares; 2025Q1: 35,852 shares; 2025Q2: 36,998 shares; 2025Q3: 40,240 shares; 2025Q4: 44,864 shares; 2026Q1: 44,845 shares; 2026Q2: 196,920 shares 196,920 $15.9M 1.15% +152,075 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,927 shares; 2026Q1: 236,784 shares; 2026Q2: 344,314 shares 344,314 $15.7M 1.14% +107,530 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: not reported; 2025Q1: 366 shares; 2025Q2: 4,662 shares; 2025Q3: 4,092 shares; 2025Q4: 12,848 shares; 2026Q1: 29,309 shares; 2026Q2: 43,832 shares 43,832 $15M 1.09% +14,523 Timeline USDU 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: 115,043 shares; 2025Q3: 99,109 shares; 2025Q4: 404,396 shares; 2026Q1: 220,111 shares; 2026Q2: 553,489 shares 553,489 $14.8M 1.07% +333,378 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: 9,111 shares; 2025Q1: 14,266 shares; 2025Q2: 20,523 shares; 2025Q3: 27,114 shares; 2025Q4: 41,334 shares; 2026Q1: 43,722 shares; 2026Q2: 49,998 shares 49,998 $14.5M 1.05% +6,276 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: 3,322 shares; 2025Q1: 6,916 shares; 2025Q2: 14,690 shares; 2025Q3: 19,504 shares; 2025Q4: 28,026 shares; 2026Q1: 32,428 shares; 2026Q2: 36,332 shares 36,332 $13.7M 1% +3,904 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,527 shares; 2025Q1: not reported; 2025Q2: 9,844 shares; 2025Q3: 22,803 shares; 2025Q4: 21,813 shares; 2026Q1: 41,298 shares; 2026Q2: 20,784 shares 20,784 $13.6M 0.99% -20,514 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: 8,034 shares; 2025Q1: 12,022 shares; 2025Q2: 18,971 shares; 2025Q3: 21,230 shares; 2025Q4: 31,241 shares; 2026Q1: 31,332 shares; 2026Q2: 35,442 shares 35,442 $13.2M 0.96% +4,110 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,505 shares; 2025Q1: 2,386 shares; 2025Q2: 7,305 shares; 2025Q3: 9,538 shares; 2025Q4: 14,706 shares; 2026Q1: 17,179 shares; 2026Q2: 18,957 shares 18,957 $13M 0.94% +1,778 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 190,601 shares; 2025Q1: 182,593 shares; 2025Q2: 187,323 shares; 2025Q3: 210,519 shares; 2025Q4: 223,337 shares; 2026Q1: 224,605 shares; 2026Q2: 239,394 shares 239,394 $12.4M 0.9% +14,789 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: 7,624 shares; 2025Q1: 5,528 shares; 2025Q2: 9,581 shares; 2025Q3: 20,793 shares; 2025Q4: 159,065 shares; 2026Q1: 231,219 shares; 2026Q2: 181,216 shares 181,216 $12.3M 0.89% -50,003 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: 4,140 shares; 2025Q1: 2,944 shares; 2025Q2: 4,694 shares; 2025Q3: 11,523 shares; 2025Q4: 71,205 shares; 2026Q1: 105,824 shares; 2026Q2: 83,089 shares 83,089 $11.4M 0.83% -22,735 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: not loaded; 2024Q4: 33,674 shares; 2025Q1: 38,742 shares; 2025Q2: 31,613 shares; 2025Q3: 29,544 shares; 2025Q4: 31,592 shares; 2026Q1: 44,848 shares; 2026Q2: 48,506 shares 48,506 $10.6M 0.77% +3,658 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: 11,095 shares; 2025Q1: 15,825 shares; 2025Q2: 21,290 shares; 2025Q3: 27,387 shares; 2025Q4: 37,962 shares; 2026Q1: 34,449 shares; 2026Q2: 42,316 shares 42,316 $10.1M 0.73% +7,867 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174,633 shares; 2026Q2: 221,059 shares 221,059 $9.47M 0.69% +46,426 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 14,545 shares; 2026Q2: 95,461 shares 95,461 $9.21M 0.67% +80,916 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,203 shares; 2026Q2: 253,436 shares 253,436 $9.21M 0.67% +49,233 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,711 shares; 2025Q3: 75,568 shares; 2025Q4: 95,304 shares; 2026Q1: 102,107 shares; 2026Q2: 126,023 shares 126,023 $8.98M 0.65% +23,916 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: 5,225 shares; 2025Q1: 5,316 shares; 2025Q2: 6,690 shares; 2025Q3: 9,310 shares; 2025Q4: 13,160 shares; 2026Q1: 13,897 shares; 2026Q2: 15,593 shares 15,593 $8.78M 0.64% +1,696 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,831 shares; 2025Q4: 63,403 shares; 2026Q1: 127,664 shares; 2026Q2: 208,320 shares 208,320 $8.5M 0.62% +80,656 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 7,234 shares; 2025Q4: 67,036 shares; 2026Q1: 137,265 shares; 2026Q2: 219,635 shares 219,635 $8.49M 0.62% +82,370 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,835 shares; 2025Q4: 63,481 shares; 2026Q1: 131,095 shares; 2026Q2: 207,260 shares 207,260 $8.48M 0.62% +76,165 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 7,600 shares; 2025Q4: 71,074 shares; 2026Q1: 142,189 shares; 2026Q2: 225,897 shares 225,897 $8.39M 0.61% +83,708 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: not reported; 2025Q1: not reported; 2025Q2: 6,135 shares; 2025Q3: 11,498 shares; 2025Q4: 117,082 shares; 2026Q1: 161,592 shares; 2026Q2: 101,118 shares 101,118 $8.38M 0.61% -60,474 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322,782 shares; 2025Q3: 291,545 shares; 2025Q4: 451,967 shares; 2026Q1: 437,991 shares; 2026Q2: 211,478 shares 211,478 $8.36M 0.61% -226,513 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: 14,247 shares; 2025Q1: 14,334 shares; 2025Q2: 35,077 shares; 2025Q3: 41,426 shares; 2025Q4: 72,532 shares; 2026Q1: 95,105 shares; 2026Q2: 74,851 shares 74,851 $8.06M 0.58% -20,254 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: 1,143 shares; 2025Q1: 1,132 shares; 2025Q2: 1,526 shares; 2025Q3: 3,358 shares; 2025Q4: 43,944 shares; 2026Q1: 53,792 shares; 2026Q2: 35,059 shares 35,059 $7.96M 0.58% -18,733 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: 3,587 shares; 2025Q1: 5,861 shares; 2025Q2: 6,652 shares; 2025Q3: 9,913 shares; 2025Q4: 17,739 shares; 2026Q1: 20,790 shares; 2026Q2: 21,491 shares 21,491 $7.68M 0.56% +701 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: 5,636 shares; 2025Q1: 10,196 shares; 2025Q2: 12,168 shares; 2025Q3: 16,763 shares; 2025Q4: 18,923 shares; 2026Q1: 19,765 shares; 2026Q2: 21,427 shares 21,427 $7.57M 0.55% +1,662 Timeline BIL 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: 4,838 shares; 2025Q1: 5,136 shares; 2025Q2: 8,789 shares; 2025Q3: 17,652 shares; 2025Q4: 20,475 shares; 2026Q1: 19,392 shares; 2026Q2: 82,196 shares 82,196 $7.53M 0.55% +62,804 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: 1,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,808 shares; 2025Q4: 4,632 shares; 2026Q1: 4,658 shares; 2026Q2: 9,866 shares 9,866 $7.37M 0.53% +5,208 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 931 shares; 2025Q1: 3,895 shares; 2025Q2: 19,709 shares; 2025Q3: 13,878 shares; 2025Q4: 14,227 shares; 2026Q1: 12,594 shares; 2026Q2: 19,662 shares 19,662 $7.24M 0.53% +7,068 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,926 shares; 2025Q3: 112,865 shares; 2025Q4: 282,048 shares; 2026Q1: 369,948 shares; 2026Q2: 436,306 shares 436,306 $6.93M 0.5% +66,358 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: not loaded; 2024Q4: 4,598 shares; 2025Q1: 4,390 shares; 2025Q2: 6,726 shares; 2025Q3: 8,494 shares; 2025Q4: 15,655 shares; 2026Q1: 17,802 shares; 2026Q2: 20,794 shares 20,794 $6.81M 0.49% +2,992 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: 18,602 shares; 2025Q1: 17,929 shares; 2025Q2: 52,250 shares; 2025Q3: 38,228 shares; 2025Q4: 67,054 shares; 2026Q1: 62,480 shares; 2026Q2: 58,500 shares 58,500 $6.63M 0.48% -3,980 Timeline SOXX 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: not reported; 2026Q2: 10,008 shares 10,008 $6.41M 0.47% new 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: 7,126 shares; 2025Q1: 13,787 shares; 2025Q2: 20,563 shares; 2025Q3: 24,972 shares; 2025Q4: 54,462 shares; 2026Q1: 30,437 shares; 2026Q2: 78,493 shares 78,493 $6.28M 0.46% +48,056 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,543 shares; 2025Q1: 12,687 shares; 2025Q2: 22,701 shares; 2025Q3: 47,714 shares; 2025Q4: 49,851 shares; 2026Q1: 55,659 shares; 2026Q2: 69,309 shares 69,309 $6.18M 0.45% +13,650 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: 5,485 shares; 2025Q1: 3,365 shares; 2025Q2: 9,988 shares; 2025Q3: 15,193 shares; 2025Q4: 97,078 shares; 2026Q1: 148,219 shares; 2026Q2: 80,424 shares 80,424 $6.16M 0.45% -67,795 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: 3,430 shares; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 2,159 shares; 2025Q4: 6,610 shares; 2026Q1: 62,316 shares; 2026Q2: 49,174 shares 49,174 $6.12M 0.44% -13,142 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: 14,529 shares; 2025Q1: 14,492 shares; 2025Q2: 23,849 shares; 2025Q3: 44,141 shares; 2025Q4: 178,717 shares; 2026Q1: 145,378 shares; 2026Q2: 112,857 shares 112,857 $5.99M 0.43% -32,521 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: 878 shares; 2025Q1: 1,215 shares; 2025Q2: 2,050 shares; 2025Q3: 1,562 shares; 2025Q4: 3,989 shares; 2026Q1: 3,699 shares; 2026Q2: 4,928 shares 4,928 $5.91M 0.43% +1,229 Timeline RPG 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: not reported; 2025Q1: not reported; 2025Q2: 50,115 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,585 shares; 2026Q2: 91,530 shares 91,530 $5.84M 0.42% -24,055 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: 5,283 shares; 2025Q1: 4,997 shares; 2025Q2: 5,785 shares; 2025Q3: 7,378 shares; 2025Q4: 10,046 shares; 2026Q1: 10,082 shares; 2026Q2: 11,330 shares 11,330 $5.67M 0.41% +1,248 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: 5,062 shares; 2025Q1: 5,514 shares; 2025Q2: 7,508 shares; 2025Q3: 10,938 shares; 2025Q4: 19,930 shares; 2026Q1: 21,664 shares; 2026Q2: 21,732 shares 21,732 $5.52M 0.4% +68 Timeline PHYL PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q4: not reported; 2026Q1: 80,299 shares; 2026Q2: 151,989 shares 151,989 $5.3M 0.38% +71,690 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: 2,228 shares; 2025Q4: 2,535 shares; 2026Q1: 3,407 shares; 2026Q2: 4,570 shares 4,570 $5.27M 0.38% +1,163 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,645 shares; 2025Q3: 32,795 shares; 2025Q4: 44,172 shares; 2026Q1: 54,575 shares; 2026Q2: 67,671 shares 67,671 $5.22M 0.38% +13,096 Timeline BAI 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: 11,721 shares; 2025Q4: 98,086 shares; 2026Q1: 144,740 shares; 2026Q2: 97,900 shares 97,900 $5.16M 0.37% -46,840 Timeline IJR 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: 37 shares; 2025Q2: 13,204 shares; 2025Q3: 24,307 shares; 2025Q4: 30,535 shares; 2026Q1: 33,841 shares; 2026Q2: 34,448 shares 34,448 $5.11M 0.37% +607 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 loaded; 2024Q4: 7,925 shares; 2025Q1: 8,159 shares; 2025Q2: 10,750 shares; 2025Q3: 13,860 shares; 2025Q4: 24,742 shares; 2026Q1: 39,579 shares; 2026Q2: 37,201 shares 37,201 $5.09M 0.37% -2,378 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,304 shares; 2025Q1: 2,949 shares; 2025Q2: 4,532 shares; 2025Q3: 5,281 shares; 2025Q4: 7,753 shares; 2026Q1: 8,818 shares; 2026Q2: 10,569 shares 10,569 $5.05M 0.37% +1,751 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,572 shares; 2025Q3: 22,439 shares; 2025Q4: 27,877 shares; 2026Q1: 38,443 shares; 2026Q2: 51,737 shares 51,737 $4.99M 0.36% +13,294 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,872 shares; 2025Q3: 62,210 shares; 2025Q4: 93,634 shares; 2026Q1: 117,770 shares; 2026Q2: 131,478 shares 131,478 $4.96M 0.36% +13,708 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 loaded; 2024Q4: 9,266 shares; 2025Q1: 8,692 shares; 2025Q2: 8,672 shares; 2025Q3: 22,378 shares; 2025Q4: 41,100 shares; 2026Q1: 44,694 shares; 2026Q2: 40,105 shares 40,105 $4.71M 0.34% -4,589 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: 5,628 shares; 2025Q3: 11,569 shares; 2025Q4: 97,638 shares; 2026Q1: 168,017 shares; 2026Q2: 106,956 shares 106,956 $4.61M 0.33% -61,061 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,011 shares; 2025Q1: 7,933 shares; 2025Q2: 48,428 shares; 2025Q3: 78,014 shares; 2025Q4: 127,414 shares; 2026Q1: 133,353 shares; 2026Q2: 135,124 shares 135,124 $4.57M 0.33% +1,771 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,491 shares; 2025Q3: 18,528 shares; 2025Q4: 22,873 shares; 2026Q1: 22,709 shares; 2026Q2: 28,263 shares 28,263 $4.57M 0.33% +5,554 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 loaded; 2024Q4: 1,965 shares; 2025Q1: 2,226 shares; 2025Q2: 3,676 shares; 2025Q3: 2,847 shares; 2025Q4: 5,775 shares; 2026Q1: 8,749 shares; 2026Q2: 10,924 shares 10,924 $4.54M 0.33% +2,175 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,122 shares 72,122 $4.52M 0.33% new Timeline CGMU 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: 113,057 shares; 2025Q3: 114,046 shares; 2025Q4: 149,302 shares; 2026Q1: 152,954 shares; 2026Q2: 163,883 shares 163,883 $4.5M 0.33% +10,929 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 82,572 shares; 2025Q3: 60,309 shares; 2025Q4: 99,505 shares; 2026Q1: 153,230 shares; 2026Q2: 91,166 shares 91,166 $4.47M 0.32% -62,064 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,566 shares; 2026Q2: 115,144 shares 115,144 $4.4M 0.32% +24,578 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: 1,136 shares; 2025Q3: 1,270 shares; 2025Q4: 2,915 shares; 2026Q1: 3,824 shares; 2026Q2: 6,082 shares 6,082 $4.4M 0.32% +2,258 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,004 shares; 2025Q1: 3,708 shares; 2025Q2: 5,919 shares; 2025Q3: 10,204 shares; 2025Q4: 21,321 shares; 2026Q1: 22,636 shares; 2026Q2: 24,164 shares 24,164 $4.37M 0.32% +1,528 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,597 shares; 2025Q3: 45,678 shares; 2025Q4: 81,098 shares; 2026Q1: 33,777 shares; 2026Q2: 53,291 shares 53,291 $4.32M 0.31% +19,514 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 214,932 shares; 2025Q1: 124,350 shares; 2025Q2: 125,226 shares; 2025Q3: 144,502 shares; 2025Q4: 147,760 shares; 2026Q1: 143,914 shares; 2026Q2: 147,391 shares 147,391 $4.31M 0.31% +3,477 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 63,455 shares; 2026Q2: 84,872 shares 84,872 $4.28M 0.31% +21,417 Timeline PFF 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: 11,079 shares; 2025Q1: 12,906 shares; 2025Q2: 12,012 shares; 2025Q3: 25,447 shares; 2025Q4: 27,518 shares; 2026Q1: 25,370 shares; 2026Q2: 136,177 shares 136,177 $4.15M 0.3% +110,807 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: 19,331 shares; 2025Q1: 14,925 shares; 2025Q2: 19,232 shares; 2025Q3: 30,379 shares; 2025Q4: 64,678 shares; 2026Q1: 67,596 shares; 2026Q2: 88,935 shares 88,935 $4.1M 0.3% +21,339 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,631 shares; 2026Q2: 77,577 shares 77,577 $3.99M 0.29% +25,946 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 loaded; 2024Q4: 4,023 shares; 2025Q1: 3,208 shares; 2025Q2: 4,133 shares; 2025Q3: 5,680 shares; 2025Q4: 11,222 shares; 2026Q1: 13,006 shares; 2026Q2: 15,694 shares 15,694 $3.95M 0.29% +2,688 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: 92,412 shares; 2026Q2: 78,260 shares 78,260 $3.94M 0.29% -14,152 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 87,246 shares; 2025Q1: 73,912 shares; 2025Q2: 77,352 shares; 2025Q3: 88,541 shares; 2025Q4: 108,328 shares; 2026Q1: 102,727 shares; 2026Q2: 100,929 shares 100,929 $3.92M 0.28% -1,798 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 398,821 shares; 2025Q1: 396,435 shares; 2025Q2: 410,476 shares; 2025Q3: 417,010 shares; 2025Q4: 223,066 shares; 2026Q1: 145,588 shares; 2026Q2: 102,047 shares 102,047 $3.87M 0.28% -43,541 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: 4,873 shares; 2025Q1: 11,441 shares; 2025Q2: 19,709 shares; 2025Q3: 86,816 shares; 2025Q4: 75,945 shares; 2026Q1: 42,538 shares; 2026Q2: 50,994 shares 50,994 $3.85M 0.28% +8,456 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197,070 shares; 2025Q1: 261,015 shares; 2025Q2: 275,739 shares; 2025Q3: 280,652 shares; 2025Q4: 146,667 shares; 2026Q1: 98,427 shares; 2026Q2: 69,129 shares 69,129 $3.82M 0.28% -29,298 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,957 shares; 2025Q1: 33,989 shares; 2025Q2: 34,249 shares; 2025Q3: 33,639 shares; 2025Q4: 79,117 shares; 2026Q1: 93,974 shares; 2026Q2: 85,585 shares 85,585 $3.81M 0.28% -8,389 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,136 shares; 2025Q2: 2,945 shares; 2025Q3: 4,273 shares; 2025Q4: 7,038 shares; 2026Q1: 7,869 shares; 2026Q2: 10,566 shares 10,566 $3.73M 0.27% +2,697 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,451 shares; 2025Q1: 10,539 shares; 2025Q2: 10,994 shares; 2025Q3: 11,415 shares; 2025Q4: 28,702 shares; 2026Q1: 99,490 shares; 2026Q2: 120,703 shares 120,703 $3.69M 0.27% +21,213 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,046 shares; 2025Q1: 9,055 shares; 2025Q2: 7,923 shares; 2025Q3: 38,477 shares; 2025Q4: 84,519 shares; 2026Q1: 74,291 shares; 2026Q2: 55,677 shares 55,677 $3.58M 0.26% -18,614 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 10,058 shares; 2026Q1: 11,160 shares; 2026Q2: 12,163 shares 12,163 $3.53M 0.26% +1,003 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: not loaded; 2024Q4: 20,487 shares; 2025Q1: 101,048 shares; 2025Q2: 102,763 shares; 2025Q3: 118,398 shares; 2025Q4: 122,759 shares; 2026Q1: 118,452 shares; 2026Q2: 129,025 shares 129,025 $3.42M 0.25% +10,573 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,107 shares; 2025Q1: 94,107 shares; 2025Q2: 93,244 shares; 2025Q3: 91,841 shares; 2025Q4: 91,691 shares; 2026Q1: 80,813 shares; 2026Q2: 71,876 shares 71,876 $3.41M 0.25% -8,937 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 loaded; 2024Q4: not reported; 2025Q1: 14,648 shares; 2025Q2: 16,547 shares; 2025Q3: 20,514 shares; 2025Q4: 34,216 shares; 2026Q1: 25,686 shares; 2026Q2: 23,686 shares 23,686 $3.31M 0.24% -2,000 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,607 shares; 2025Q3: 7,197 shares; 2025Q4: 8,198 shares; 2026Q1: 52,742 shares; 2026Q2: 53,871 shares 53,871 $3.25M 0.24% +1,129 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: not reported; 2025Q1: 2,335 shares; 2025Q2: 8,495 shares; 2025Q3: 13,759 shares; 2025Q4: 24,558 shares; 2026Q1: 28,397 shares; 2026Q2: 32,615 shares 32,615 $3.23M 0.23% +4,218 Timeline SPYV 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: 13,538 shares; 2025Q3: 31,259 shares; 2025Q4: 39,736 shares; 2026Q1: 55,786 shares; 2026Q2: 53,016 shares 53,016 $3.22M 0.23% -2,770 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: not loaded; 2024Q4: 1,968 shares; 2025Q1: 5,529 shares; 2025Q2: 5,015 shares; 2025Q3: 5,136 shares; 2025Q4: 6,278 shares; 2026Q1: 7,226 shares; 2026Q2: 7,529 shares 7,529 $3.17M 0.23% +303 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: 3,747 shares; 2025Q1: 3,685 shares; 2025Q2: 4,688 shares; 2025Q3: 7,550 shares; 2025Q4: 13,779 shares; 2026Q1: 16,924 shares; 2026Q2: 19,009 shares 19,009 $3.15M 0.23% +2,085 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: 78,003 shares; 2025Q1: 65,457 shares; 2025Q2: 59,456 shares; 2025Q3: 61,570 shares; 2025Q4: 63,520 shares; 2026Q1: 55,142 shares; 2026Q2: 61,717 shares 61,717 $3.12M 0.23% +6,575 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,873 shares; 2025Q3: 61,855 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,177 shares 70,177 $3.04M 0.22% new Timeline GLW CORNING INC More: the full row for CORNING 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: 3,865 shares; 2025Q4: 7,230 shares; 2026Q1: 13,104 shares; 2026Q2: 11,755 shares 11,755 $3M 0.22% -1,349 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: not loaded; 2024Q4: 6,572 shares; 2025Q1: 6,682 shares; 2025Q2: 9,723 shares; 2025Q3: 11,042 shares; 2025Q4: 17,174 shares; 2026Q1: 19,287 shares; 2026Q2: 19,810 shares 19,810 $2.9M 0.21% +523 Timeline VCRM 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: 46,458 shares; 2025Q3: 46,831 shares; 2025Q4: 46,767 shares; 2026Q1: 45,659 shares; 2026Q2: 37,896 shares 37,896 $2.9M 0.21% -7,763 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,158 shares; 2025Q1: 2,776 shares; 2025Q2: 3,077 shares; 2025Q3: 4,498 shares; 2025Q4: 9,133 shares; 2026Q1: 10,316 shares; 2026Q2: 9,696 shares 9,696 $2.89M 0.21% -620 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,802 shares; 2025Q1: 8,584 shares; 2025Q2: 8,877 shares; 2025Q3: 9,368 shares; 2025Q4: 10,241 shares; 2026Q1: 10,667 shares; 2026Q2: 11,827 shares 11,827 $2.87M 0.21% +1,160 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: 4,900 shares; 2025Q1: 5,561 shares; 2025Q2: 6,470 shares; 2025Q3: 24,178 shares; 2025Q4: 18,537 shares; 2026Q1: 17,896 shares; 2026Q2: 14,718 shares 14,718 $2.8M 0.2% -3,178 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: 28,239 shares; 2025Q3: 11,605 shares; 2025Q4: 12,136 shares; 2026Q1: 3,811 shares; 2026Q2: 6,348 shares 6,348 $2.75M 0.2% +2,537 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: 2,226 shares; 2025Q1: 1,683 shares; 2025Q2: 3,388 shares; 2025Q3: 5,138 shares; 2025Q4: 20,696 shares; 2026Q1: 32,403 shares; 2026Q2: 12,514 shares 12,514 $2.75M 0.2% -19,889 Timeline VXF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,267 shares; 2025Q4: 7,790 shares; 2026Q1: 8,204 shares; 2026Q2: 11,134 shares 11,134 $2.74M 0.2% +2,930 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: 13,950 shares; 2025Q1: 13,133 shares; 2025Q2: 17,664 shares; 2025Q3: 25,242 shares; 2025Q4: 40,327 shares; 2026Q1: 43,484 shares; 2026Q2: 47,758 shares 47,758 $2.72M 0.2% +4,274 Timeline IXUS 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: 3,333 shares; 2025Q1: 7,775 shares; 2025Q2: 22,865 shares; 2025Q3: 26,610 shares; 2025Q4: 28,901 shares; 2026Q1: 29,547 shares; 2026Q2: 28,397 shares 28,397 $2.71M 0.2% -1,150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,490 shares; 2025Q1: 3,295 shares; 2025Q2: 5,157 shares; 2025Q3: 5,847 shares; 2025Q4: 6,756 shares; 2026Q1: 7,256 shares; 2026Q2: 7,807 shares 7,807 $2.68M 0.19% +551 Timeline LMUB 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: 76,765 shares; 2026Q2: 52,174 shares 52,174 $2.67M 0.19% -24,591 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: not reported; 2026Q2: 72,640 shares 72,640 $2.66M 0.19% 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: 3,301 shares; 2025Q2: 3,826 shares; 2025Q3: 4,213 shares; 2025Q4: 3,689 shares; 2026Q1: 5,122 shares; 2026Q2: 4,573 shares 4,573 $2.66M 0.19% -549 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR 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: 453 shares; 2025Q4: 2,026 shares; 2026Q1: 2,272 shares; 2026Q2: 2,467 shares 2,467 $2.63M 0.19% +195 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 loaded; 2024Q4: 7,432 shares; 2025Q1: 8,680 shares; 2025Q2: 9,133 shares; 2025Q3: 12,206 shares; 2025Q4: 19,089 shares; 2026Q1: 20,654 shares; 2026Q2: 20,120 shares 20,120 $2.59M 0.19% -534 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: 1,291 shares; 2025Q2: 2,014 shares; 2025Q3: 3,615 shares; 2025Q4: 5,750 shares; 2026Q1: 6,049 shares; 2026Q2: 6,818 shares 6,818 $2.55M 0.18% +769 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 loaded; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 2,009 shares; 2025Q3: 5,826 shares; 2025Q4: 9,098 shares; 2026Q1: 8,592 shares; 2026Q2: 7,407 shares 7,407 $2.53M 0.18% -1,185 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 529 shares; 2025Q4: 629 shares; 2026Q1: 762 shares; 2026Q2: 8,325 shares 8,325 $2.51M 0.18% +7,563 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222,811 shares; 2025Q1: 297,304 shares; 2025Q2: 317,370 shares; 2025Q3: 327,465 shares; 2025Q4: 227,090 shares; 2026Q1: 163,874 shares; 2026Q2: 123,440 shares 123,440 $2.5M 0.18% -40,434 Timeline JPME 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: 2,113 shares; 2025Q4: 15,375 shares; 2026Q1: 18,463 shares; 2026Q2: 20,052 shares 20,052 $2.49M 0.18% +1,589 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: 39,277 shares; 2025Q1: 37,980 shares; 2025Q2: 40,075 shares; 2025Q3: 58,355 shares; 2025Q4: 63,205 shares; 2026Q1: 92,057 shares; 2026Q2: 105,708 shares 105,708 $2.41M 0.17% +13,651 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,910 shares; 2025Q1: 2,812 shares; 2025Q2: 30,422 shares; 2025Q3: 13,214 shares; 2025Q4: 13,431 shares; 2026Q1: 24,743 shares; 2026Q2: 25,054 shares 25,054 $2.4M 0.17% +311 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,665 shares; 2026Q2: 35,206 shares 35,206 $2.38M 0.17% -5,459 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,004 shares; 2025Q1: 39,270 shares; 2025Q2: 36,126 shares; 2025Q3: 38,086 shares; 2025Q4: 50,125 shares; 2026Q1: 52,969 shares; 2026Q2: 59,534 shares 59,534 $2.35M 0.17% +6,565 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 22,292 shares; 2025Q4: 36,550 shares; 2026Q1: 45,700 shares; 2026Q2: 52,211 shares 52,211 $2.33M 0.17% +6,511 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,763 shares; 2025Q1: 2,221 shares; 2025Q2: 2,702 shares; 2025Q3: 5,883 shares; 2025Q4: 9,562 shares; 2026Q1: 11,159 shares; 2026Q2: 12,235 shares 12,235 $2.32M 0.17% +1,076 Timeline EFA 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: 8,464 shares; 2025Q1: 23,459 shares; 2025Q2: 22,928 shares; 2025Q3: 23,241 shares; 2025Q4: 32,595 shares; 2026Q1: 32,586 shares; 2026Q2: 21,829 shares 21,829 $2.27M 0.16% -10,757 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: not reported; 2026Q1: 27,871 shares; 2026Q2: 29,121 shares 29,121 $2.26M 0.16% +1,250 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 46,124 shares; 2026Q1: 59,249 shares; 2026Q2: 77,271 shares 77,271 $2.26M 0.16% +18,022 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 666 shares; 2025Q1: 671 shares; 2025Q2: 755 shares; 2025Q3: 799 shares; 2025Q4: 1,234 shares; 2026Q1: 2,794 shares; 2026Q2: 3,091 shares 3,091 $2.2M 0.16% +297 Timeline IDEF 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: 77,282 shares; 2026Q2: 69,111 shares 69,111 $2.2M 0.16% -8,171 Timeline XLV 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: 11,826 shares; 2025Q1: 11,918 shares; 2025Q2: 13,088 shares; 2025Q3: 14,605 shares; 2025Q4: 17,136 shares; 2026Q1: 14,857 shares; 2026Q2: 13,500 shares 13,500 $2.14M 0.16% -1,357 Timeline SPTM 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: 5,933 shares; 2025Q1: 14,853 shares; 2025Q2: 14,360 shares; 2025Q3: 21,703 shares; 2025Q4: 25,662 shares; 2026Q1: 29,522 shares; 2026Q2: 23,412 shares 23,412 $2.13M 0.15% -6,110 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,655 shares; 2025Q3: 40,235 shares; 2025Q4: 59,061 shares; 2026Q1: 51,789 shares; 2026Q2: 45,694 shares 45,694 $2.12M 0.15% -6,095 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 loaded; 2024Q4: not reported; 2025Q1: 3,003 shares; 2025Q2: 6,054 shares; 2025Q3: 7,648 shares; 2025Q4: 10,651 shares; 2026Q1: 12,862 shares; 2026Q2: 11,889 shares 11,889 $2.1M 0.15% -973 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 12,799 shares; 2025Q4: 24,006 shares; 2026Q1: 31,250 shares; 2026Q2: 64,463 shares 64,463 $2.09M 0.15% +33,213 Timeline JPSE 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: 26,878 shares; 2026Q1: 32,723 shares; 2026Q2: 33,839 shares 33,839 $2.04M 0.15% +1,116 Timeline VGIT 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: not loaded; 2024Q4: 37,605 shares; 2025Q1: 39,523 shares; 2025Q2: 36,204 shares; 2025Q3: 35,165 shares; 2025Q4: 38,975 shares; 2026Q1: 31,069 shares; 2026Q2: 34,207 shares 34,207 $2.02M 0.15% +3,138 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,263 shares; 2025Q2: 3,662 shares; 2025Q3: 20,648 shares; 2025Q4: 30,591 shares; 2026Q1: 25,193 shares; 2026Q2: 22,927 shares 22,927 $2.01M 0.15% -2,266 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,493 shares; 2025Q1: 1,424 shares; 2025Q2: 1,472 shares; 2025Q3: 2,922 shares; 2025Q4: 5,137 shares; 2026Q1: 6,898 shares; 2026Q2: 7,148 shares 7,148 $2.01M 0.15% +250 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: not reported; 2025Q1: not reported; 2025Q2: 5,199 shares; 2025Q3: 5,871 shares; 2025Q4: 8,164 shares; 2026Q1: 8,483 shares; 2026Q2: 21,179 shares 21,179 $2M 0.15% +12,696 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: 6,087 shares; 2025Q3: 7,370 shares; 2025Q4: 11,644 shares; 2026Q1: 10,154 shares; 2026Q2: 7,012 shares 7,012 $1.99M 0.14% -3,142 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,915 shares; 2025Q1: 43,615 shares; 2025Q2: 48,263 shares; 2025Q3: 49,287 shares; 2025Q4: 89,671 shares; 2026Q1: 91,549 shares; 2026Q2: 101,266 shares 101,266 $1.98M 0.14% +9,717 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 509 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares; 2026Q2: 2,035 shares 2,035 $1.96M 0.14% -2 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,508 shares; 2025Q4: 8,110 shares; 2026Q1: 8,595 shares; 2026Q2: 9,640 shares 9,640 $1.93M 0.14% +1,045 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,198 shares; 2025Q1: 3,688 shares; 2025Q2: 3,797 shares; 2025Q3: 4,595 shares; 2025Q4: 7,072 shares; 2026Q1: 8,817 shares; 2026Q2: 9,219 shares 9,219 $1.93M 0.14% +402 Timeline IUS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,181 shares; 2025Q4: 26,855 shares; 2026Q1: 28,136 shares; 2026Q2: 29,030 shares 29,030 $1.9M 0.14% +894 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,765 shares; 2025Q1: 5,192 shares; 2025Q2: 6,023 shares; 2025Q3: 8,710 shares; 2025Q4: 16,028 shares; 2026Q1: 17,557 shares; 2026Q2: 18,394 shares 18,394 $1.88M 0.14% +837 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,253 shares; 2025Q4: 18,910 shares; 2026Q1: 17,468 shares; 2026Q2: 35,821 shares 35,821 $1.87M 0.14% +18,353 Timeline XLP 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: 15,479 shares; 2025Q1: 18,869 shares; 2025Q2: 21,399 shares; 2025Q3: 22,156 shares; 2025Q4: 25,806 shares; 2026Q1: 21,009 shares; 2026Q2: 22,454 shares 22,454 $1.87M 0.14% +1,445 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: not reported; 2025Q2: 8,291 shares; 2025Q3: 7,012 shares; 2025Q4: 17,573 shares; 2026Q1: 26,718 shares; 2026Q2: 30,989 shares 30,989 $1.85M 0.13% +4,271 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 82,145 shares 82,145 $1.84M 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,953 shares; 2026Q1: 51,774 shares; 2026Q2: 28,880 shares 28,880 $1.8M 0.13% -22,894 Timeline SPLB 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: 54,742 shares; 2025Q1: 51,209 shares; 2025Q2: 52,428 shares; 2025Q3: 69,888 shares; 2025Q4: 72,726 shares; 2026Q1: 76,121 shares; 2026Q2: 79,721 shares 79,721 $1.79M 0.13% +3,600 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 490 shares; 2025Q4: 1,347 shares; 2026Q1: 1,667 shares; 2026Q2: 1,483 shares 1,483 $1.74M 0.13% -184 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,277 shares; 2025Q3: 9,229 shares; 2025Q4: 31,110 shares; 2026Q1: 39,571 shares; 2026Q2: 42,311 shares 42,311 $1.74M 0.13% +2,740 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,681 shares; 2025Q2: 3,631 shares; 2025Q3: 8,781 shares; 2025Q4: 16,849 shares; 2026Q1: 16,664 shares; 2026Q2: 18,436 shares 18,436 $1.7M 0.12% +1,772 Timeline RSP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,041 shares; 2026Q1: 8,103 shares; 2026Q2: 7,963 shares 7,963 $1.69M 0.12% -140 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,788 shares; 2025Q1: 1,975 shares; 2025Q2: 2,289 shares; 2025Q3: 2,621 shares; 2025Q4: 3,394 shares; 2026Q1: 4,837 shares; 2026Q2: 6,187 shares 6,187 $1.68M 0.12% +1,350 Timeline SCHF 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: 50,201 shares; 2025Q3: 61,977 shares; 2025Q4: 62,326 shares; 2026Q1: 62,007 shares; 2026Q2: 60,139 shares 60,139 $1.67M 0.12% -1,868 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,512 shares; 2025Q4: 30,065 shares; 2026Q1: 31,981 shares; 2026Q2: 38,499 shares 38,499 $1.66M 0.12% +6,518 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 414 shares; 2025Q3: 716 shares; 2025Q4: 1,503 shares; 2026Q1: 1,419 shares; 2026Q2: 1,459 shares 1,459 $1.65M 0.12% +40 Timeline XLF 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: 37,717 shares; 2025Q1: 29,719 shares; 2025Q2: 17,515 shares; 2025Q3: 20,276 shares; 2025Q4: 30,007 shares; 2026Q1: 30,927 shares; 2026Q2: 30,802 shares 30,802 $1.65M 0.12% -125 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,024 shares; 2025Q1: 961 shares; 2025Q2: 1,029 shares; 2025Q3: 2,233 shares; 2025Q4: 4,527 shares; 2026Q1: 5,664 shares; 2026Q2: 5,589 shares 5,589 $1.64M 0.12% -75 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,822 shares; 2025Q3: 23,077 shares; 2025Q4: 35,215 shares; 2026Q1: 37,475 shares; 2026Q2: 35,940 shares 35,940 $1.59M 0.12% -1,535 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 3,117 shares; 2025Q2: 3,170 shares; 2025Q3: 3,284 shares; 2025Q4: 3,608 shares; 2026Q1: 4,981 shares; 2026Q2: 5,926 shares 5,926 $1.59M 0.12% +945 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP 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: 479 shares; 2025Q4: 1,174 shares; 2026Q1: 1,287 shares; 2026Q2: 1,897 shares 1,897 $1.57M 0.11% +610 Timeline BDYN 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: 47,130 shares; 2026Q1: 54,764 shares; 2026Q2: 56,551 shares 56,551 $1.57M 0.11% +1,787 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 loaded; 2024Q4: not reported; 2025Q1: 5,319 shares; 2025Q2: 6,396 shares; 2025Q3: 10,895 shares; 2025Q4: 15,706 shares; 2026Q1: 15,980 shares; 2026Q2: 21,561 shares 21,561 $1.55M 0.11% +5,581 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,346 shares; 2025Q1: 3,539 shares; 2025Q2: 3,672 shares; 2025Q3: 4,620 shares; 2025Q4: 6,203 shares; 2026Q1: 5,095 shares; 2026Q2: 7,138 shares 7,138 $1.55M 0.11% +2,043 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,610 shares; 2025Q1: 2,634 shares; 2025Q2: 3,084 shares; 2025Q3: 4,256 shares; 2025Q4: 11,976 shares; 2026Q1: 13,427 shares; 2026Q2: 14,858 shares 14,858 $1.54M 0.11% +1,431 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: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 28,910 shares; 2026Q1: 31,705 shares; 2026Q2: 32,232 shares 32,232 $1.52M 0.11% +527 Timeline USIG 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: 21,868 shares; 2025Q1: 19,181 shares; 2025Q2: 19,949 shares; 2025Q3: 28,159 shares; 2025Q4: 28,255 shares; 2026Q1: 28,884 shares; 2026Q2: 29,637 shares 29,637 $1.52M 0.11% +753 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: 7,541 shares; 2025Q1: 6,639 shares; 2025Q2: 10,606 shares; 2025Q3: 14,335 shares; 2025Q4: 20,968 shares; 2026Q1: 20,420 shares; 2026Q2: 18,357 shares 18,357 $1.52M 0.11% -2,063 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,155 shares; 2026Q2: 29,808 shares 29,808 $1.51M 0.11% +18,653 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: not loaded; 2024Q4: 11,474 shares; 2025Q1: 10,514 shares; 2025Q2: 11,000 shares; 2025Q3: 22,987 shares; 2025Q4: 37,172 shares; 2026Q1: 35,521 shares; 2026Q2: 35,400 shares 35,400 $1.5M 0.11% -121 Timeline CGHM 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: 22,244 shares; 2025Q3: 22,525 shares; 2025Q4: 52,618 shares; 2026Q1: 54,303 shares; 2026Q2: 57,761 shares 57,761 $1.49M 0.11% +3,458 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: 3,703 shares; 2025Q1: 2,986 shares; 2025Q2: 3,332 shares; 2025Q3: 4,399 shares; 2025Q4: 7,701 shares; 2026Q1: 9,246 shares; 2026Q2: 10,589 shares 10,589 $1.48M 0.11% +1,343 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,849 shares; 2025Q1: 7,404 shares; 2025Q2: 11,952 shares; 2025Q3: 8,052 shares; 2025Q4: 14,810 shares; 2026Q1: 16,983 shares; 2026Q2: 18,179 shares 18,179 $1.48M 0.11% +1,196 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,886 shares; 2025Q1: 4,412 shares; 2025Q2: 6,699 shares; 2025Q3: 7,250 shares; 2025Q4: 9,532 shares; 2026Q1: 17,758 shares; 2026Q2: 18,671 shares 18,671 $1.48M 0.11% +913 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 2,439 shares; 2026Q1: 4,826 shares; 2026Q2: 5,919 shares 5,919 $1.46M 0.11% +1,093 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,197 shares; 2025Q1: 8,442 shares; 2025Q2: 8,253 shares; 2025Q3: 9,403 shares; 2025Q4: 16,064 shares; 2026Q1: 24,323 shares; 2026Q2: 26,918 shares 26,918 $1.45M 0.11% +2,595 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 37,454 shares; 2026Q1: 40,605 shares; 2026Q2: 41,183 shares 41,183 $1.45M 0.11% +578 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: 16,226 shares; 2025Q1: 15,872 shares; 2025Q2: 14,129 shares; 2025Q3: 14,469 shares; 2025Q4: 15,702 shares; 2026Q1: 24,769 shares; 2026Q2: 28,248 shares 28,248 $1.43M 0.1% +3,479 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 569 shares; 2025Q1: 760 shares; 2025Q2: 2,130 shares; 2025Q3: 1,989 shares; 2025Q4: 14,768 shares; 2026Q1: 17,097 shares; 2026Q2: 20,002 shares 20,002 $1.43M 0.1% +2,905 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,325 shares; 2025Q1: 5,312 shares; 2025Q2: 6,871 shares; 2025Q3: 8,216 shares; 2025Q4: 8,153 shares; 2026Q1: 9,245 shares; 2026Q2: 9,616 shares 9,616 $1.41M 0.1% +371 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,847 shares; 2026Q2: 18,637 shares 18,637 $1.41M 0.1% +6,790 Timeline DTCR 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: 20,633 shares; 2025Q1: 17,212 shares; 2025Q2: 17,574 shares; 2025Q3: 17,996 shares; 2025Q4: 16,852 shares; 2026Q1: 40,819 shares; 2026Q2: 46,258 shares 46,258 $1.4M 0.1% +5,439 Timeline XLI 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: 3,155 shares; 2025Q1: 3,275 shares; 2025Q2: 3,640 shares; 2025Q3: 4,221 shares; 2025Q4: 6,053 shares; 2026Q1: 7,284 shares; 2026Q2: 7,569 shares 7,569 $1.4M 0.1% +285 Timeline MUNI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,693 shares; 2026Q1: 32,540 shares; 2026Q2: 26,482 shares 26,482 $1.39M 0.1% -6,058 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 373 shares; 2025Q2: 906 shares; 2025Q3: 1,580 shares; 2025Q4: 2,414 shares; 2026Q1: 2,313 shares; 2026Q2: 1,808 shares 1,808 $1.38M 0.1% -505 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: not loaded; 2024Q4: 25,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,375 shares; 2026Q2: 43,494 shares 43,494 $1.38M 0.1% +13,119 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 loaded; 2024Q4: 889 shares; 2025Q1: 712 shares; 2025Q2: not reported; 2025Q3: 1,206 shares; 2025Q4: 3,303 shares; 2026Q1: 3,394 shares; 2026Q2: 3,774 shares 3,774 $1.37M 0.1% +380 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 422 shares; 2025Q1: 298 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 611 shares; 2026Q2: 683 shares 683 $1.36M 0.1% +72 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,168 shares; 2025Q1: 1,047 shares; 2025Q2: 1,368 shares; 2025Q3: 2,601 shares; 2025Q4: 5,529 shares; 2026Q1: 5,684 shares; 2026Q2: 6,162 shares 6,162 $1.36M 0.1% +478 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,014 shares; 2025Q2: 2,633 shares; 2025Q3: 3,969 shares; 2025Q4: 6,477 shares; 2026Q1: 4,989 shares; 2026Q2: 7,284 shares 7,284 $1.35M 0.1% +2,295 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: not reported; 2025Q1: not reported; 2025Q2: 4,025 shares; 2025Q3: 4,740 shares; 2025Q4: 4,057 shares; 2026Q1: 8,753 shares; 2026Q2: 8,185 shares 8,185 $1.34M 0.1% -568 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: 47,891 shares 47,891 $1.34M 0.1% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,759 shares; 2026Q1: 8,194 shares; 2026Q2: 8,508 shares 8,508 $1.34M 0.1% +314 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,772 shares; 2025Q1: 13,941 shares; 2025Q2: 18,715 shares; 2025Q3: 29,760 shares; 2025Q4: 49,677 shares; 2026Q1: 51,336 shares; 2026Q2: 54,906 shares 54,906 $1.32M 0.1% +3,570 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 20,928 shares; 2026Q1: 28,471 shares; 2026Q2: 30,720 shares 30,720 $1.3M 0.09% +2,249 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: 2,270 shares; 2026Q2: 6,482 shares 6,482 $1.3M 0.09% +4,212 Timeline IGEB 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: not reported; 2026Q2: 28,685 shares 28,685 $1.29M 0.09% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,178 shares; 2025Q1: 26,379 shares; 2025Q2: 23,697 shares; 2025Q3: 23,815 shares; 2025Q4: 24,207 shares; 2026Q1: 23,239 shares; 2026Q2: 25,119 shares 25,119 $1.29M 0.09% +1,880 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 3,742 shares; 2025Q4: 8,738 shares; 2026Q1: 16,073 shares; 2026Q2: 18,850 shares 18,850 $1.29M 0.09% +2,777 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,992 shares; 2025Q2: 4,633 shares; 2025Q3: 5,065 shares; 2025Q4: 6,356 shares; 2026Q1: 7,884 shares; 2026Q2: 10,968 shares 10,968 $1.28M 0.09% +3,084 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 3,827 shares; 2026Q1: 3,683 shares; 2026Q2: 4,038 shares 4,038 $1.27M 0.09% +355 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: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 1,776 shares; 2025Q4: 3,184 shares; 2026Q1: 5,802 shares; 2026Q2: 5,031 shares 5,031 $1.27M 0.09% -771 Timeline WBIL ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,641 shares; 2025Q3: 36,366 shares; 2025Q4: 31,092 shares; 2026Q1: 31,466 shares; 2026Q2: 31,447 shares 31,447 $1.27M 0.09% -19 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: not reported; 2025Q1: not reported; 2025Q2: 8,201 shares; 2025Q3: 9,278 shares; 2025Q4: 18,540 shares; 2026Q1: 26,394 shares; 2026Q2: 36,154 shares 36,154 $1.25M 0.09% +9,760 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: not loaded; 2024Q4: 1,367 shares; 2025Q1: 527 shares; 2025Q2: 497 shares; 2025Q3: 1,098 shares; 2025Q4: 1,922 shares; 2026Q1: 1,735 shares; 2026Q2: 14,484 shares 14,484 $1.25M 0.09% +12,749 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: not loaded; 2024Q4: 1,152 shares; 2025Q1: 1,127 shares; 2025Q2: 2,130 shares; 2025Q3: 1,990 shares; 2025Q4: 2,725 shares; 2026Q1: 2,265 shares; 2026Q2: 2,425 shares 2,425 $1.25M 0.09% +160 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,536 shares 13,536 $1.23M 0.09% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2025Q4: not reported; 2026Q1: 35,309 shares; 2026Q2: 48,788 shares 48,788 $1.23M 0.09% +13,479 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC 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: 14,357 shares; 2026Q1: 15,989 shares; 2026Q2: 19,726 shares 19,726 $1.22M 0.09% +3,737 Timeline VONE 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,092 shares; 2026Q1: 3,651 shares; 2026Q2: 3,579 shares 3,579 $1.21M 0.09% -72 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,132 shares; 2025Q1: 10,438 shares; 2025Q2: 10,209 shares; 2025Q3: 12,509 shares; 2025Q4: 15,931 shares; 2026Q1: 12,163 shares; 2026Q2: 11,634 shares 11,634 $1.21M 0.09% -529 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 1,386 shares; 2025Q4: 3,751 shares; 2026Q1: 5,287 shares; 2026Q2: 5,984 shares 5,984 $1.21M 0.09% +697 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,871 shares; 2025Q1: 2,880 shares; 2025Q2: 4,659 shares; 2025Q3: 5,188 shares; 2025Q4: 9,267 shares; 2026Q1: 10,441 shares; 2026Q2: 8,877 shares 8,877 $1.2M 0.09% -1,564 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,963 shares; 2025Q1: 3,547 shares; 2025Q2: 4,732 shares; 2025Q3: 3,963 shares; 2025Q4: 10,297 shares; 2026Q1: 11,023 shares; 2026Q2: 13,136 shares 13,136 $1.19M 0.09% +2,113 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,800 shares; 2025Q2: 1,748 shares; 2025Q3: 2,815 shares; 2025Q4: 6,143 shares; 2026Q1: 5,955 shares; 2026Q2: 5,443 shares 5,443 $1.19M 0.09% -512 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 779 shares; 2025Q3: 624 shares; 2025Q4: 799 shares; 2026Q1: 2,630 shares; 2026Q2: 1,269 shares 1,269 $1.19M 0.09% -1,361 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: 2,217 shares; 2025Q1: 1,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,286 shares; 2026Q1: 7,056 shares; 2026Q2: 7,461 shares 7,461 $1.18M 0.09% +405 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,497 shares; 2025Q1: 4,513 shares; 2025Q2: 4,805 shares; 2025Q3: 5,865 shares; 2025Q4: 9,389 shares; 2026Q1: 11,926 shares; 2026Q2: 15,042 shares 15,042 $1.18M 0.09% +3,116 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: not reported; 2025Q4: 11,934 shares; 2026Q1: 16,083 shares; 2026Q2: 19,706 shares 19,706 $1.18M 0.09% +3,623 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,926 shares; 2026Q2: 39,810 shares 39,810 $1.17M 0.08% +14,884 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 6,569 shares; 2026Q1: 7,044 shares; 2026Q2: 7,621 shares 7,621 $1.17M 0.08% +577 Timeline XLU 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: 5,672 shares; 2025Q2: 18,890 shares; 2025Q3: 10,971 shares; 2025Q4: 25,565 shares; 2026Q1: 25,740 shares; 2026Q2: 25,598 shares 25,598 $1.16M 0.08% -142 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,793 shares 1,793 $1.15M 0.08% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 6,651 shares; 2025Q3: 5,459 shares; 2025Q4: 8,501 shares; 2026Q1: 7,245 shares; 2026Q2: 4,204 shares 4,204 $1.14M 0.08% -3,041 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,810 shares 3,810 $1.13M 0.08% new Timeline QDPL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,227 shares; 2026Q2: 24,609 shares 24,609 $1.11M 0.08% +9,382 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,124 shares; 2025Q2: 1,049 shares; 2025Q3: 1,028 shares; 2025Q4: 1,704 shares; 2026Q1: 2,097 shares; 2026Q2: 5,190 shares 5,190 $1.11M 0.08% +3,093 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,656 shares; 2025Q2: 9,211 shares; 2025Q3: 10,110 shares; 2025Q4: 10,762 shares; 2026Q1: 10,717 shares; 2026Q2: 11,498 shares 11,498 $1.11M 0.08% +781 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 22,231 shares; 2026Q1: 26,365 shares; 2026Q2: 29,049 shares 29,049 $1.1M 0.08% +2,684 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: 1,083 shares; 2025Q1: 1,476 shares; 2025Q2: 1,511 shares; 2025Q3: 1,076 shares; 2025Q4: 1,390 shares; 2026Q1: 2,614 shares; 2026Q2: 2,573 shares 2,573 $1.1M 0.08% -41 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,343 shares; 2026Q2: 4,806 shares 4,806 $1.09M 0.08% +2,463 Timeline WBIG ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,009 shares; 2025Q3: 44,961 shares; 2025Q4: 41,023 shares; 2026Q1: 41,304 shares; 2026Q2: 41,843 shares 41,843 $1.08M 0.08% +539 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,803 shares; 2025Q3: 10,044 shares; 2025Q4: 15,021 shares; 2026Q1: 20,337 shares; 2026Q2: 22,393 shares 22,393 $1.08M 0.08% +2,056 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: 6,578 shares; 2025Q1: 6,669 shares; 2025Q2: 11,427 shares; 2025Q3: 13,660 shares; 2025Q4: 13,784 shares; 2026Q1: 12,040 shares; 2026Q2: 12,375 shares 12,375 $1.07M 0.08% +335 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: not reported; 2025Q4: 6,746 shares; 2026Q1: 7,267 shares; 2026Q2: 7,863 shares 7,863 $1.07M 0.08% +596 Timeline SPTL 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: 30,171 shares; 2026Q2: 40,391 shares 40,391 $1.06M 0.08% +10,220 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 20,052 shares; 2026Q1: 26,124 shares; 2026Q2: 33,145 shares 33,145 $1.05M 0.08% +7,021 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,176 shares; 2025Q1: 1,035 shares; 2025Q2: 1,164 shares; 2025Q3: 1,319 shares; 2025Q4: 1,648 shares; 2026Q1: 3,370 shares; 2026Q2: 3,070 shares 3,070 $1.05M 0.08% -300 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,720 shares; 2025Q4: 3,454 shares; 2026Q1: 4,568 shares; 2026Q2: 5,201 shares 5,201 $1.04M 0.08% +633 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 882 shares; 2025Q2: 1,123 shares; 2025Q3: 1,221 shares; 2025Q4: 2,072 shares; 2026Q1: 2,806 shares; 2026Q2: 3,081 shares 3,081 $1.04M 0.08% +275 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,257 shares; 2025Q1: 2,977 shares; 2025Q2: 2,657 shares; 2025Q3: 2,659 shares; 2025Q4: 2,889 shares; 2026Q1: 3,245 shares; 2026Q2: 3,423 shares 3,423 $1.04M 0.08% +178 Timeline DXJ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,311 shares; 2026Q2: 5,972 shares 5,972 $1.04M 0.08% -339 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 907 shares; 2025Q3: 1,069 shares; 2025Q4: 2,105 shares; 2026Q1: 3,075 shares; 2026Q2: 2,887 shares 2,887 $1.02M 0.07% -188 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,523 shares; 2025Q1: 1,948 shares; 2025Q2: 2,083 shares; 2025Q3: 2,894 shares; 2025Q4: 7,784 shares; 2026Q1: 7,525 shares; 2026Q2: 8,093 shares 8,093 $1.02M 0.07% +568 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,128 shares; 2025Q1: 2,384 shares; 2025Q2: 2,490 shares; 2025Q3: 2,710 shares; 2025Q4: 3,370 shares; 2026Q1: 5,166 shares; 2026Q2: 6,103 shares 6,103 $1.02M 0.07% +937 Timeline BSV 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: 13,822 shares; 2025Q1: 12,992 shares; 2025Q2: 12,892 shares; 2025Q3: 13,716 shares; 2025Q4: 16,919 shares; 2026Q1: 13,744 shares; 2026Q2: 12,859 shares 12,859 $1M 0.07% -885 Timeline XLC 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: 6,780 shares; 2025Q1: 7,865 shares; 2025Q2: 8,995 shares; 2025Q3: 10,680 shares; 2025Q4: 13,719 shares; 2026Q1: 10,577 shares; 2026Q2: 9,350 shares 9,350 $1M 0.07% -1,227 Timeline XLY 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: 3,112 shares; 2025Q1: 3,254 shares; 2025Q2: 3,571 shares; 2025Q3: 3,866 shares; 2025Q4: 9,143 shares; 2026Q1: 9,115 shares; 2026Q2: 8,519 shares 8,519 $999K 0.07% -596 Timeline MINO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 26,796 shares; 2026Q2: 21,745 shares 21,745 $995K 0.07% -5,051 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,914 shares; 2025Q3: 5,048 shares; 2025Q4: 5,741 shares; 2026Q1: 6,899 shares; 2026Q2: 6,454 shares 6,454 $991K 0.07% -445 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,493 shares; 2025Q4: 1,466 shares; 2026Q1: 1,101 shares; 2026Q2: 1,027 shares 1,027 $991K 0.07% -74 Timeline XYLD 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: 7,550 shares; 2025Q1: 9,426 shares; 2025Q2: 10,755 shares; 2025Q3: 9,271 shares; 2025Q4: 10,749 shares; 2026Q1: 16,990 shares; 2026Q2: 24,274 shares 24,274 $990K 0.07% +7,284 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 6,951 shares; 2025Q3: 11,585 shares; 2025Q4: 17,093 shares; 2026Q1: 21,638 shares; 2026Q2: 16,979 shares 16,979 $988K 0.07% -4,659 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 2,001 shares; 2026Q1: 2,009 shares; 2026Q2: 1,939 shares 1,939 $988K 0.07% -70 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,678 shares; 2025Q1: 21,895 shares; 2025Q2: 91,125 shares; 2025Q3: 85,967 shares; 2025Q4: 23,188 shares; 2026Q1: 25,717 shares; 2026Q2: 29,501 shares 29,501 $982K 0.07% +3,784 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES 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: 32,305 shares; 2026Q1: 28,572 shares; 2026Q2: 28,435 shares 28,435 $981K 0.07% -137 Timeline WBIF ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,417 shares; 2025Q3: 30,816 shares; 2025Q4: 27,047 shares; 2026Q1: 27,099 shares; 2026Q2: 27,384 shares 27,384 $978K 0.07% +285 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: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,690 shares; 2025Q4: 4,421 shares; 2026Q1: 4,822 shares; 2026Q2: 5,747 shares 5,747 $976K 0.07% +925 Timeline IEFA 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: 5,847 shares; 2025Q3: 7,986 shares; 2025Q4: 4,994 shares; 2026Q1: 12,204 shares; 2026Q2: 10,076 shares 10,076 $973K 0.07% -2,128 Timeline SGOV 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: 2,880 shares; 2025Q2: 3,278 shares; 2025Q3: 5,794 shares; 2025Q4: 2,621 shares; 2026Q1: 5,390 shares; 2026Q2: 9,621 shares 9,621 $969K 0.07% +4,231 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 812 shares; 2025Q1: 1,190 shares; 2025Q2: 1,460 shares; 2025Q3: 1,487 shares; 2025Q4: 1,911 shares; 2026Q1: 3,503 shares; 2026Q2: 4,324 shares 4,324 $968K 0.07% +821 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 28,118 shares; 2026Q2: 33,001 shares 33,001 $966K 0.07% +4,883 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 595 shares; 2025Q2: 436 shares; 2025Q3: 548 shares; 2025Q4: 4,402 shares; 2026Q1: 6,134 shares; 2026Q2: 9,715 shares 9,715 $964K 0.07% +3,581 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 15,012 shares; 2026Q1: 23,084 shares; 2026Q2: 25,523 shares 25,523 $957K 0.07% +2,439 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 699 shares; 2026Q2: 1,328 shares 1,328 $956K 0.07% +629 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,478 shares; 2026Q2: 37,118 shares 37,118 $939K 0.07% +9,640 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: not reported; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 4,713 shares; 2025Q4: 17,489 shares; 2026Q1: 13,109 shares; 2026Q2: 9,320 shares 9,320 $935K 0.07% -3,789 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS 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: 15,888 shares; 2026Q1: 16,943 shares; 2026Q2: 16,038 shares 16,038 $930K 0.07% -905 Timeline CLOA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,903 shares 17,903 $929K 0.07% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,984 shares; 2025Q1: 8,408 shares; 2025Q2: 9,161 shares; 2025Q3: 15,234 shares; 2025Q4: 38,512 shares; 2026Q1: 40,227 shares; 2026Q2: 37,788 shares 37,788 $928K 0.07% -2,439 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: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 3,016 shares; 2025Q4: 19,184 shares; 2026Q1: 3,013 shares; 2026Q2: 2,483 shares 2,483 $908K 0.07% -530 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares; 2026Q2: 5,810 shares 5,810 $904K 0.07% +140 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,977 shares; 2026Q1: 2,162 shares; 2026Q2: 4,229 shares 4,229 $900K 0.07% +2,067 Timeline XNTK 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: 2,294 shares 2,294 $896K 0.07% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,732 shares; 2026Q1: 5,037 shares; 2026Q2: 3,674 shares 3,674 $891K 0.06% -1,363 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,196 shares; 2025Q1: 2,931 shares; 2025Q2: 2,481 shares; 2025Q3: 2,530 shares; 2025Q4: 3,201 shares; 2026Q1: 3,584 shares; 2026Q2: 2,636 shares 2,636 $883K 0.06% -948 Timeline SUB 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: 2,540 shares; 2025Q1: 2,554 shares; 2025Q2: not reported; 2025Q3: 5,406 shares; 2025Q4: 5,705 shares; 2026Q1: 7,093 shares; 2026Q2: 8,237 shares 8,237 $877K 0.06% +1,144 Timeline QLTA 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: not reported; 2026Q2: 18,445 shares 18,445 $877K 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,784 shares; 2025Q4: 4,381 shares; 2026Q1: 8,181 shares; 2026Q2: 8,841 shares 8,841 $869K 0.06% +660 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,589 shares; 2025Q1: 2,929 shares; 2025Q2: 3,095 shares; 2025Q3: 3,165 shares; 2025Q4: 4,049 shares; 2026Q1: 5,142 shares; 2026Q2: 5,331 shares 5,331 $869K 0.06% +189 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 4,088 shares; 2026Q2: 5,930 shares 5,930 $868K 0.06% +1,842 Timeline FRDM EA SERIES TRUST More: the full row for EA 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: 11,908 shares 11,908 $868K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,077 shares; 2026Q1: 22,447 shares; 2026Q2: 15,367 shares 15,367 $868K 0.06% -7,080 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,201 shares 4,201 $866K 0.06% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,391 shares; 2026Q2: 1,740 shares 1,740 $864K 0.06% +349 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,737 shares; 2025Q1: 9,617 shares; 2025Q2: 9,692 shares; 2025Q3: 13,339 shares; 2025Q4: 28,914 shares; 2026Q1: 34,126 shares; 2026Q2: 41,239 shares 41,239 $854K 0.06% +7,113 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS 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: 13,978 shares; 2026Q1: 27,786 shares; 2026Q2: 28,812 shares 28,812 $851K 0.06% +1,026 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 4,362 shares; 2026Q2: 9,767 shares 9,767 $850K 0.06% +5,405 Timeline THRV THRIVE SERIES TRUST More: the full row for THRIVE 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: 10,586 shares; 2026Q2: 34,932 shares 34,932 $846K 0.06% +24,346 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,063 shares; 2025Q3: 1,304 shares; 2025Q4: 2,029 shares; 2026Q1: 1,968 shares; 2026Q2: 2,128 shares 2,128 $846K 0.06% +160 Timeline SCHR 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: 34,517 shares; 2025Q3: 33,951 shares; 2025Q4: 35,629 shares; 2026Q1: 42,758 shares; 2026Q2: 34,311 shares 34,311 $846K 0.06% -8,447 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,473 shares; 2025Q1: 20,718 shares; 2025Q2: 18,522 shares; 2025Q3: 16,558 shares; 2025Q4: 16,277 shares; 2026Q1: 8,856 shares; 2026Q2: 10,644 shares 10,644 $845K 0.06% +1,788 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,537 shares 40,537 $843K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP 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: 14,605 shares; 2026Q1: 12,657 shares; 2026Q2: 13,780 shares 13,780 $832K 0.06% +1,123 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,517 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,221 shares 6,221 $829K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 932 shares; 2025Q4: 3,292 shares; 2026Q1: 2,292 shares; 2026Q2: 2,595 shares 2,595 $824K 0.06% +303 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: 8,434 shares; 2025Q1: 10,112 shares; 2025Q2: 10,450 shares; 2025Q3: 12,755 shares; 2025Q4: 15,320 shares; 2026Q1: 17,740 shares; 2026Q2: 16,960 shares 16,960 $821K 0.06% -780 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 847 shares; 2025Q4: 1,095 shares; 2026Q1: 1,248 shares; 2026Q2: 1,331 shares 1,331 $821K 0.06% +83 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: not loaded; 2024Q4: 1,204 shares; 2025Q1: 1,228 shares; 2025Q2: 1,134 shares; 2025Q3: 1,873 shares; 2025Q4: 1,852 shares; 2026Q1: 1,074 shares; 2026Q2: 6,866 shares 6,866 $821K 0.06% +5,792 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 368 shares; 2025Q4: 509 shares; 2026Q1: 713 shares; 2026Q2: 806 shares 806 $815K 0.06% +93 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 10,130 shares; 2026Q2: 10,962 shares 10,962 $815K 0.06% +832 Timeline CAML PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,974 shares; 2025Q1: 17,070 shares; 2025Q2: 17,065 shares; 2025Q3: 17,407 shares; 2025Q4: 17,766 shares; 2026Q1: 19,048 shares; 2026Q2: 20,360 shares 20,360 $815K 0.06% +1,312 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,882 shares 1,882 $812K 0.06% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 14,959 shares; 2026Q2: 15,161 shares 15,161 $811K 0.06% +202 Timeline VSGX 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: not loaded; 2024Q4: 4,827 shares; 2025Q1: 4,880 shares; 2025Q2: 5,222 shares; 2025Q3: 5,186 shares; 2025Q4: 9,933 shares; 2026Q1: 9,968 shares; 2026Q2: 9,845 shares 9,845 $811K 0.06% -123 Timeline SPIB 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: 9,507 shares; 2025Q3: 10,514 shares; 2025Q4: 18,225 shares; 2026Q1: 21,205 shares; 2026Q2: 24,170 shares 24,170 $809K 0.06% +2,965 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,212 shares; 2025Q3: 9,655 shares; 2025Q4: 13,153 shares; 2026Q1: 16,474 shares; 2026Q2: 16,748 shares 16,748 $800K 0.06% +274 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES 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: 17,020 shares; 2025Q4: 50,161 shares; 2026Q1: 55,037 shares; 2026Q2: 45,200 shares 45,200 $792K 0.06% -9,837 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,557 shares; 2025Q1: 1,630 shares; 2025Q2: 1,877 shares; 2025Q3: 2,493 shares; 2025Q4: 3,659 shares; 2026Q1: 4,847 shares; 2026Q2: 6,329 shares 6,329 $788K 0.06% +1,482 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: 7,627 shares; 2026Q1: 10,146 shares; 2026Q2: 9,686 shares 9,686 $776K 0.06% -460 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 975 shares 975 $775K 0.06% new Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,816 shares; 2026Q2: 5,052 shares 5,052 $775K 0.06% -764 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: not reported; 2025Q4: 19,915 shares; 2026Q1: 21,849 shares; 2026Q2: 23,389 shares 23,389 $771K 0.06% +1,540 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,649 shares; 2025Q1: 21,318 shares; 2025Q2: 18,764 shares; 2025Q3: 19,296 shares; 2025Q4: 20,852 shares; 2026Q1: 21,082 shares; 2026Q2: 19,694 shares 19,694 $771K 0.06% -1,388 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,104 shares; 2025Q1: 6,989 shares; 2025Q2: 7,628 shares; 2025Q3: 10,404 shares; 2025Q4: 14,431 shares; 2026Q1: 16,070 shares; 2026Q2: 13,335 shares 13,335 $768K 0.06% -2,735 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 1,093 shares; 2026Q1: 1,442 shares; 2026Q2: 1,528 shares 1,528 $766K 0.06% +86 Timeline QLD PROSHARES TR More: the full row for PROSHARES 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: 2,285 shares; 2025Q4: 6,424 shares; 2026Q1: 8,335 shares; 2026Q2: 7,894 shares 7,894 $764K 0.06% -441 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL 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: 6,772 shares; 2025Q4: 17,791 shares; 2026Q1: 17,022 shares; 2026Q2: 15,967 shares 15,967 $762K 0.06% -1,055 Timeline VMBS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,707 shares; 2025Q3: 7,995 shares; 2025Q4: 11,973 shares; 2026Q1: 14,823 shares; 2026Q2: 16,262 shares 16,262 $761K 0.06% +1,439 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 470 shares; 2025Q4: 1,164 shares; 2026Q1: 1,363 shares; 2026Q2: 1,453 shares 1,453 $754K 0.05% +90 Timeline MET METLIFE INC More: the full row for METLIFE 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: 4,881 shares; 2026Q1: 7,730 shares; 2026Q2: 8,898 shares 8,898 $753K 0.05% +1,168 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,753 shares; 2025Q3: 20,522 shares; 2025Q4: 27,172 shares; 2026Q1: 30,958 shares; 2026Q2: 30,059 shares 30,059 $749K 0.05% -899 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,153 shares; 2025Q1: 1,597 shares; 2025Q2: 1,505 shares; 2025Q3: 1,399 shares; 2025Q4: 2,201 shares; 2026Q1: 1,839 shares; 2026Q2: 1,885 shares 1,885 $749K 0.05% +46 Timeline STCE 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: 7,930 shares; 2026Q1: 9,449 shares; 2026Q2: 10,690 shares 10,690 $748K 0.05% +1,241 Timeline EIS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,174 shares 6,174 $745K 0.05% new 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: not reported; 2025Q1: 1,657 shares; 2025Q2: 3,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,267 shares; 2026Q2: 7,213 shares 7,213 $738K 0.05% -54 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 645 shares; 2026Q1: 936 shares; 2026Q2: 752 shares 752 $736K 0.05% -184 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 29,264 shares; 2026Q2: 29,894 shares 29,894 $736K 0.05% +630 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN 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: 17,698 shares; 2026Q1: 19,129 shares; 2026Q2: 20,168 shares 20,168 $734K 0.05% +1,039 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,148 shares 5,148 $730K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 958 shares; 2025Q1: 1,586 shares; 2025Q2: 1,751 shares; 2025Q3: 2,051 shares; 2025Q4: 2,598 shares; 2026Q1: 3,511 shares; 2026Q2: 3,827 shares 3,827 $729K 0.05% +316 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,653 shares; 2025Q3: 12,705 shares; 2025Q4: 12,800 shares; 2026Q1: 15,516 shares; 2026Q2: 19,970 shares 19,970 $727K 0.05% +4,454 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 9,518 shares; 2026Q1: 10,563 shares; 2026Q2: 19,378 shares 19,378 $726K 0.05% +8,815 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 2,115 shares; 2025Q4: 4,065 shares; 2026Q1: 4,235 shares; 2026Q2: 5,879 shares 5,879 $723K 0.05% +1,644 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,918 shares; 2025Q3: 5,586 shares; 2025Q4: 10,082 shares; 2026Q1: 9,751 shares; 2026Q2: 9,992 shares 9,992 $721K 0.05% +241 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,045 shares; 2025Q2: 3,126 shares; 2025Q3: 3,981 shares; 2025Q4: 5,685 shares; 2026Q1: 9,086 shares; 2026Q2: 6,959 shares 6,959 $720K 0.05% -2,127 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 4,335 shares; 2025Q4: 4,594 shares; 2026Q1: 8,053 shares; 2026Q2: 12,973 shares 12,973 $716K 0.05% +4,920 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO 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: 2,122 shares; 2025Q4: 4,696 shares; 2026Q1: 6,066 shares; 2026Q2: 5,235 shares 5,235 $716K 0.05% -831 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,552 shares; 2025Q1: 26,717 shares; 2025Q2: 33,954 shares; 2025Q3: 32,116 shares; 2025Q4: 36,910 shares; 2026Q1: 50,094 shares; 2026Q2: 69,052 shares 69,052 $715K 0.05% +18,958 Timeline HIMU 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,710 shares; 2026Q1: not reported; 2026Q2: 14,298 shares 14,298 $712K 0.05% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC 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: 2,007 shares 2,007 $712K 0.05% new 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: not reported; 2025Q1: 895 shares; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 6,271 shares; 2026Q1: 6,348 shares; 2026Q2: 7,505 shares 7,505 $709K 0.05% +1,157 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP 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: 21,825 shares; 2026Q1: 36,398 shares; 2026Q2: 37,315 shares 37,315 $709K 0.05% +917 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,645 shares; 2025Q4: 15,998 shares; 2026Q1: 15,509 shares; 2026Q2: 19,355 shares 19,355 $707K 0.05% +3,846 Timeline CSX CSX CORP More: the full row for CSX 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: 7,370 shares; 2026Q1: 7,467 shares; 2026Q2: 14,816 shares 14,816 $704K 0.05% +7,349 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,137 shares; 2025Q3: 11,471 shares; 2025Q4: 12,006 shares; 2026Q1: 14,088 shares; 2026Q2: 13,985 shares 13,985 $702K 0.05% -103 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 1,270 shares; 2026Q2: 2,612 shares 2,612 $700K 0.05% +1,342 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 12,941 shares; 2025Q3: 10,785 shares; 2025Q4: 16,564 shares; 2026Q1: 12,127 shares; 2026Q2: 4,611 shares 4,611 $699K 0.05% -7,516 Timeline MINT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,870 shares; 2026Q1: 39,081 shares; 2026Q2: 6,926 shares 6,926 $698K 0.05% -32,155 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 2,602 shares; 2025Q4: 5,048 shares; 2026Q1: 5,069 shares; 2026Q2: 3,768 shares 3,768 $698K 0.05% -1,301 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,444 shares; 2026Q2: 7,730 shares 7,730 $696K 0.05% +4,286 Timeline ACU ACME UTD CORP More: the full row for ACME UTD 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: 12,484 shares; 2026Q1: 14,046 shares; 2026Q2: 14,346 shares 14,346 $685K 0.05% +300 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,036 shares; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881 shares; 2026Q2: 5,508 shares 5,508 $684K 0.05% +4,627 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 15,438 shares; 2026Q1: not reported; 2026Q2: 25,874 shares 25,874 $684K 0.05% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,685 shares; 2025Q3: 6,760 shares; 2025Q4: 6,870 shares; 2026Q1: 8,761 shares; 2026Q2: 8,840 shares 8,840 $683K 0.05% +79 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 3,074 shares; 2026Q2: 5,770 shares 5,770 $683K 0.05% +2,696 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS 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: 48,965 shares; 2025Q4: 96,557 shares; 2026Q1: 155,358 shares; 2026Q2: 163,995 shares 163,995 $682K 0.05% +8,637 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,246 shares; 2025Q3: 17,987 shares; 2025Q4: 17,946 shares; 2026Q1: 18,509 shares; 2026Q2: 19,891 shares 19,891 $682K 0.05% +1,382 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,117 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares; 2026Q1: 7,210 shares; 2026Q2: 7,401 shares 7,401 $678K 0.05% +191 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: 1,084 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 2,102 shares; 2026Q2: 2,794 shares 2,794 $677K 0.05% +692 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,507 shares; 2025Q4: 1,842 shares; 2026Q1: 3,695 shares; 2026Q2: 2,846 shares 2,846 $676K 0.05% -849 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,164 shares 6,164 $675K 0.05% new Timeline GARP 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: not reported; 2026Q2: 8,175 shares 8,175 $675K 0.05% new Timeline STXT EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,367 shares; 2025Q1: 59,645 shares; 2025Q2: 62,512 shares; 2025Q3: 74,511 shares; 2025Q4: 56,568 shares; 2026Q1: 39,836 shares; 2026Q2: 34,295 shares 34,295 $673K 0.05% -5,541 Timeline MHH MASTECH HLDGS INC More: the full row for MASTECH HLDGS 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: 22,081 shares; 2025Q4: 42,037 shares; 2026Q1: 81,538 shares; 2026Q2: 86,698 shares 86,698 $670K 0.05% +5,160 Timeline LEA LEAR CORP More: the full row for LEAR 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: 5,014 shares; 2026Q1: 4,852 shares; 2026Q2: 4,992 shares 4,992 $669K 0.05% +140 Timeline LQD 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: 3,672 shares; 2025Q1: 3,922 shares; 2025Q2: 4,408 shares; 2025Q3: 3,382 shares; 2025Q4: 4,451 shares; 2026Q1: 5,989 shares; 2026Q2: 6,131 shares 6,131 $669K 0.05% +142 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 4,381 shares; 2026Q1: 7,563 shares; 2026Q2: 8,595 shares 8,595 $668K 0.05% +1,032 Timeline ANIK ANIKA THERAPEUTICS INC More: the full row for ANIKA THERAPEUTICS 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: 20,136 shares; 2025Q4: 48,296 shares; 2026Q1: 49,855 shares; 2026Q2: 45,622 shares 45,622 $667K 0.05% -4,233 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,787 shares; 2026Q2: 9,753 shares 9,753 $667K 0.05% +2,966 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 953 shares; 2025Q1: 1,000 shares; 2025Q2: 1,062 shares; 2025Q3: 1,106 shares; 2025Q4: 1,508 shares; 2026Q1: 1,642 shares; 2026Q2: 1,307 shares 1,307 $665K 0.05% -335 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 2,870 shares; 2026Q2: 2,886 shares 2,886 $664K 0.05% +16 Timeline TSQ TOWNSQUARE MEDIA INC More: the full row for TOWNSQUARE MEDIA 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: 90,664 shares; 2026Q2: 93,742 shares 93,742 $663K 0.05% +3,078 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 4,315 shares; 2026Q2: 3,495 shares 3,495 $662K 0.05% -820 Timeline SCMB 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: 20,040 shares; 2025Q4: 20,764 shares; 2026Q1: 22,415 shares; 2026Q2: 25,590 shares 25,590 $661K 0.05% +3,175 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,513 shares; 2025Q3: 13,777 shares; 2025Q4: 13,717 shares; 2026Q1: 15,150 shares; 2026Q2: 18,328 shares 18,328 $657K 0.05% +3,178 Timeline GGOV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,041 shares 13,041 $656K 0.05% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,838 shares; 2025Q1: 23,847 shares; 2025Q2: 27,041 shares; 2025Q3: 27,945 shares; 2025Q4: 31,138 shares; 2026Q1: 32,298 shares; 2026Q2: 31,997 shares 31,997 $652K 0.05% -301 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 2,512 shares; 2026Q1: 1,593 shares; 2026Q2: 1,589 shares 1,589 $651K 0.05% -4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,011 shares; 2026Q1: 4,418 shares; 2026Q2: 4,494 shares 4,494 $650K 0.05% +76 Timeline CME CME GROUP INC More: the full row for CME GROUP 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: 789 shares; 2026Q1: 2,529 shares; 2026Q2: 2,933 shares 2,933 $648K 0.05% +404 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,754 shares 13,754 $646K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,330 shares; 2025Q1: 1,487 shares; 2025Q2: 874 shares; 2025Q3: 891 shares; 2025Q4: 1,407 shares; 2026Q1: 1,597 shares; 2026Q2: 1,949 shares 1,949 $644K 0.05% +352 Timeline ISCF 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: 6,260 shares; 2025Q2: 6,204 shares; 2025Q3: 6,823 shares; 2025Q4: 10,668 shares; 2026Q1: 13,432 shares; 2026Q2: 14,814 shares 14,814 $641K 0.05% +1,382 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 281 shares 281 $639K 0.05% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,713 shares; 2026Q2: 11,045 shares 11,045 $639K 0.05% +2,332 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,459 shares; 2026Q2: 13,219 shares 13,219 $638K 0.05% -1,240 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,608 shares; 2026Q2: 2,937 shares 2,937 $636K 0.05% +1,329 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,755 shares; 2025Q1: 28,902 shares; 2025Q2: 26,082 shares; 2025Q3: 18,728 shares; 2025Q4: 18,028 shares; 2026Q1: 13,235 shares; 2026Q2: 13,080 shares 13,080 $632K 0.05% -155 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 8,066 shares; 2026Q1: 9,422 shares; 2026Q2: 9,631 shares 9,631 $630K 0.05% +209 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 6,758 shares; 2025Q4: 6,758 shares; 2026Q1: 7,858 shares; 2026Q2: 7,636 shares 7,636 $629K 0.05% -222 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 605 shares; 2026Q1: 2,024 shares; 2026Q2: 2,529 shares 2,529 $628K 0.05% +505 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 1,719 shares 1,719 $627K 0.05% new Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,503 shares; 2025Q3: 20,155 shares; 2025Q4: 17,854 shares; 2026Q1: 17,733 shares; 2026Q2: 17,918 shares 17,918 $626K 0.05% +185 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: not loaded; 2024Q4: 2,355 shares; 2025Q1: 2,781 shares; 2025Q2: 3,129 shares; 2025Q3: 3,143 shares; 2025Q4: 3,191 shares; 2026Q1: 5,668 shares; 2026Q2: 6,475 shares 6,475 $623K 0.05% +807 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,001 shares; 2025Q1: 9,482 shares; 2025Q2: 8,970 shares; 2025Q3: 8,189 shares; 2025Q4: 7,826 shares; 2026Q1: 7,680 shares; 2026Q2: 7,699 shares 7,699 $622K 0.05% +19 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 1,473 shares; 2025Q4: 2,383 shares; 2026Q1: 1,644 shares; 2026Q2: 2,185 shares 2,185 $619K 0.04% +541 Timeline SCHA 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: 8,495 shares; 2025Q3: 12,130 shares; 2025Q4: 14,195 shares; 2026Q1: 18,235 shares; 2026Q2: 17,107 shares 17,107 $618K 0.04% -1,128 Timeline QYLD 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: 14,779 shares; 2025Q1: 17,689 shares; 2025Q2: 21,596 shares; 2025Q3: 16,065 shares; 2025Q4: 20,261 shares; 2026Q1: 36,868 shares; 2026Q2: 33,471 shares 33,471 $617K 0.04% -3,397 Timeline USSG 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: 4,206 shares; 2025Q1: 4,249 shares; 2025Q2: 4,519 shares; 2025Q3: 4,488 shares; 2025Q4: 8,792 shares; 2026Q1: 8,734 shares; 2026Q2: 8,835 shares 8,835 $614K 0.04% +101 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA 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: 37,779 shares; 2025Q4: 100,700 shares; 2026Q1: 132,631 shares; 2026Q2: 154,352 shares 154,352 $613K 0.04% +21,721 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP 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: 1,045 shares; 2025Q4: 3,063 shares; 2026Q1: 2,799 shares; 2026Q2: 3,409 shares 3,409 $609K 0.04% +610 Timeline NOV NOV INC More: the full row for NOV 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: 32,648 shares 32,648 $606K 0.04% 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: not loaded; 2024Q4: 941 shares; 2025Q1: 1,197 shares; 2025Q2: 1,884 shares; 2025Q3: 1,760 shares; 2025Q4: 2,465 shares; 2026Q1: 3,807 shares; 2026Q2: 3,827 shares 3,827 $600K 0.04% +20 Timeline VGLT 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: not loaded; 2024Q4: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,668 shares; 2025Q3: 12,400 shares; 2025Q4: 14,805 shares; 2026Q1: 9,258 shares; 2026Q2: 10,842 shares 10,842 $598K 0.04% +1,584 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 12,018 shares; 2026Q1: 11,622 shares; 2026Q2: 11,990 shares 11,990 $597K 0.04% +368 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,877 shares 7,877 $597K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 980 shares; 2025Q3: 1,049 shares; 2025Q4: 1,721 shares; 2026Q1: 6,273 shares; 2026Q2: 3,539 shares 3,539 $594K 0.04% -2,734 Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR 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: 12,253 shares; 2025Q4: 35,712 shares; 2026Q1: 37,885 shares; 2026Q2: 41,506 shares 41,506 $591K 0.04% +3,621 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 3,457 shares 3,457 $591K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,590 shares; 2025Q2: 2,198 shares; 2025Q3: 2,247 shares; 2025Q4: 2,010 shares; 2026Q1: 3,523 shares; 2026Q2: 3,611 shares 3,611 $591K 0.04% +88 Timeline OMFL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,164 shares; 2026Q1: 8,467 shares; 2026Q2: 8,467 shares 8,467 $580K 0.04% 0 Timeline BDVL 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: 18,890 shares; 2026Q1: 21,820 shares; 2026Q2: 22,270 shares 22,270 $579K 0.04% +450 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 4,487 shares; 2026Q1: 9,137 shares; 2026Q2: 10,651 shares 10,651 $577K 0.04% +1,514 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,211 shares; 2025Q1: 2,097 shares; 2025Q2: 2,389 shares; 2025Q3: 2,726 shares; 2025Q4: 3,646 shares; 2026Q1: 4,373 shares; 2026Q2: 4,904 shares 4,904 $577K 0.04% +531 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,405 shares; 2026Q2: 11,313 shares 11,313 $576K 0.04% +1,908 Timeline SCHE 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: 8,601 shares; 2025Q4: 15,440 shares; 2026Q1: 19,093 shares; 2026Q2: 15,896 shares 15,896 $576K 0.04% -3,197 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 6,277 shares; 2025Q4: 22,532 shares; 2026Q1: 23,374 shares; 2026Q2: 16,722 shares 16,722 $567K 0.04% -6,652 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 752 shares; 2025Q3: 753 shares; 2025Q4: 820 shares; 2026Q1: 2,391 shares; 2026Q2: 1,710 shares 1,710 $565K 0.04% -681 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 2,756 shares; 2025Q4: 2,756 shares; 2026Q1: 3,740 shares; 2026Q2: 6,594 shares 6,594 $564K 0.04% +2,854 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 277 shares; 2025Q4: 379 shares; 2026Q1: 412 shares; 2026Q2: 284 shares 284 $563K 0.04% -128 Timeline COPX 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: not reported; 2026Q1: not reported; 2026Q2: 7,302 shares 7,302 $562K 0.04% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 747 shares; 2026Q1: 816 shares; 2026Q2: 1,514 shares 1,514 $561K 0.04% +698 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,123 shares; 2026Q2: 5,714 shares 5,714 $561K 0.04% +591 Timeline DIV 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: 25,418 shares; 2025Q1: 21,442 shares; 2025Q2: 25,402 shares; 2025Q3: 27,342 shares; 2025Q4: 33,328 shares; 2026Q1: 18,511 shares; 2026Q2: 29,429 shares 29,429 $561K 0.04% +10,918 Timeline DAVE DAVE INC More: the full row for DAVE 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: 1,500 shares 1,500 $559K 0.04% new Timeline ARKW ARK ETF TR More: the full row for ARK 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: 1,450 shares; 2025Q4: 2,694 shares; 2026Q1: 3,863 shares; 2026Q2: 3,823 shares 3,823 $554K 0.04% -40 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,580 shares; 2025Q1: 13,592 shares; 2025Q2: 15,031 shares; 2025Q3: 15,877 shares; 2025Q4: 18,764 shares; 2026Q1: 11,430 shares; 2026Q2: 10,666 shares 10,666 $553K 0.04% -764 Timeline IWM 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: 1,239 shares; 2026Q2: 1,834 shares 1,834 $551K 0.04% +595 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 3,007 shares; 2026Q1: 6,879 shares; 2026Q2: 7,176 shares 7,176 $543K 0.04% +297 Timeline FLEX FLEX LTD More: the full row for FLEX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,350 shares 3,350 $543K 0.04% new Timeline SHYG 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: 14,103 shares; 2025Q1: 14,223 shares; 2025Q2: 15,067 shares; 2025Q3: 12,812 shares; 2025Q4: 15,316 shares; 2026Q1: 9,414 shares; 2026Q2: 12,789 shares 12,789 $542K 0.04% +3,375 Timeline TLTW 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: 15,414 shares; 2025Q1: 22,379 shares; 2025Q2: 28,985 shares; 2025Q3: 29,847 shares; 2025Q4: 33,844 shares; 2026Q1: 24,466 shares; 2026Q2: 24,268 shares 24,268 $542K 0.04% -198 Timeline IGSB 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: 4,374 shares; 2025Q4: 4,871 shares; 2026Q1: 9,299 shares; 2026Q2: 10,338 shares 10,338 $542K 0.04% +1,039 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN 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: 8,380 shares; 2026Q1: 13,975 shares; 2026Q2: 16,947 shares 16,947 $542K 0.04% +2,972 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,403 shares 1,403 $541K 0.04% new Timeline IDV 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: 8,475 shares; 2025Q2: 10,049 shares; 2025Q3: 10,150 shares; 2025Q4: 10,585 shares; 2026Q1: 14,070 shares; 2026Q2: 13,049 shares 13,049 $541K 0.04% -1,021 Timeline URA 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: not reported; 2026Q1: not reported; 2026Q2: 12,349 shares 12,349 $540K 0.04% new Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 565 shares; 2026Q1: 559 shares; 2026Q2: 734 shares 734 $539K 0.04% +175 Timeline LFVN LIFEVANTAGE CORP More: the full row for LIFEVANTAGE 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: 13,955 shares; 2025Q4: 62,277 shares; 2026Q1: 108,249 shares; 2026Q2: 85,827 shares 85,827 $536K 0.04% -22,422 Timeline SRET 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: 12,112 shares; 2025Q2: 15,757 shares; 2025Q3: 16,310 shares; 2025Q4: 17,484 shares; 2026Q1: 24,456 shares; 2026Q2: 23,585 shares 23,585 $535K 0.04% -871 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC 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: 5,182 shares; 2026Q1: 6,940 shares; 2026Q2: 8,034 shares 8,034 $533K 0.04% +1,094 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,867 shares; 2026Q2: 3,047 shares 3,047 $531K 0.04% +1,180 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD 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: 6,722 shares 6,722 $531K 0.04% new Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & 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: 22,642 shares; 2026Q1: 28,181 shares; 2026Q2: 46,884 shares 46,884 $528K 0.04% +18,703 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 914 shares 914 $528K 0.04% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 8,210 shares; 2026Q1: 17,241 shares; 2026Q2: 23,539 shares 23,539 $527K 0.04% +6,298 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 342 shares; 2025Q2: 351 shares; 2025Q3: 359 shares; 2025Q4: 390 shares; 2026Q1: 373 shares; 2026Q2: 387 shares 387 $527K 0.04% +14 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 496 shares; 2026Q2: 1,837 shares 1,837 $526K 0.04% +1,341 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE 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: 6,104 shares; 2026Q1: 11,925 shares; 2026Q2: 13,402 shares 13,402 $522K 0.04% +1,477 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,662 shares; 2025Q2: 1,930 shares; 2025Q3: not reported; 2025Q4: 1,825 shares; 2026Q1: 3,619 shares; 2026Q2: 4,122 shares 4,122 $522K 0.04% +503 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS 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: 26,892 shares 26,892 $521K 0.04% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 6,769 shares; 2026Q1: not reported; 2026Q2: 9,563 shares 9,563 $520K 0.04% new Timeline DVYE 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: not reported; 2025Q1: 9,515 shares; 2025Q2: 11,783 shares; 2025Q3: 11,958 shares; 2025Q4: 13,785 shares; 2026Q1: 16,943 shares; 2026Q2: 16,048 shares 16,048 $517K 0.04% -895 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & 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: 1,476 shares; 2026Q1: 2,966 shares; 2026Q2: 3,417 shares 3,417 $517K 0.04% +451 Timeline SMMU 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: not loaded; 2024Q4: 11,143 shares; 2025Q1: 11,043 shares; 2025Q2: 9,722 shares; 2025Q3: 9,881 shares; 2025Q4: 10,694 shares; 2026Q1: 10,861 shares; 2026Q2: 10,116 shares 10,116 $511K 0.04% -745 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP 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: 2,609 shares; 2026Q1: 4,902 shares; 2026Q2: 4,359 shares 4,359 $509K 0.04% -543 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR 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: not reported; 2026Q1: not reported; 2026Q2: 21,996 shares 21,996 $509K 0.04% new Timeline FN FABRINET More: the full row for FABRINET 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: 636 shares; 2025Q4: 710 shares; 2026Q1: 743 shares; 2026Q2: 905 shares 905 $509K 0.04% +162 Timeline PPA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,158 shares; 2025Q4: not reported; 2026Q1: 2,701 shares; 2026Q2: 2,868 shares 2,868 $507K 0.04% +167 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 2,653 shares 2,653 $507K 0.04% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,282 shares; 2025Q3: 11,191 shares; 2025Q4: 11,552 shares; 2026Q1: 11,552 shares; 2026Q2: 11,552 shares 11,552 $505K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,147 shares; 2025Q1: 35,198 shares; 2025Q2: 27,334 shares; 2025Q3: 26,938 shares; 2025Q4: 32,126 shares; 2026Q1: 26,811 shares; 2026Q2: 29,120 shares 29,120 $503K 0.04% +2,309 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,103 shares; 2025Q2: 6,637 shares; 2025Q3: 7,144 shares; 2025Q4: 11,010 shares; 2026Q1: not reported; 2026Q2: 4,202 shares 4,202 $500K 0.04% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 2,251 shares; 2026Q2: 2,174 shares 2,174 $499K 0.04% -77 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,919 shares; 2025Q1: 6,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,174 shares 10,174 $497K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 2,009 shares; 2025Q3: 1,323 shares; 2025Q4: 1,856 shares; 2026Q1: 1,966 shares; 2026Q2: 2,225 shares 2,225 $496K 0.04% +259 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,233 shares; 2026Q2: 18,629 shares 18,629 $494K 0.04% -4,604 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 6,183 shares; 2026Q2: 6,810 shares 6,810 $494K 0.04% +627 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,886 shares; 2026Q2: 6,023 shares 6,023 $494K 0.04% +137 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL 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: 2,975 shares; 2026Q1: 3,934 shares; 2026Q2: 4,554 shares 4,554 $492K 0.04% +620 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 754 shares; 2025Q4: 1,308 shares; 2026Q1: 969 shares; 2026Q2: 998 shares 998 $490K 0.04% +29 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,160 shares; 2026Q2: 8,470 shares 8,470 $488K 0.04% +4,310 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 4,466 shares; 2026Q2: 5,264 shares 5,264 $488K 0.04% +798 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,885 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,687 shares; 2026Q2: 3,105 shares 3,105 $487K 0.04% +418 Timeline ACWX 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: not reported; 2026Q2: 6,317 shares 6,317 $481K 0.03% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,563 shares; 2026Q2: 5,133 shares 5,133 $481K 0.03% +570 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 467 shares; 2026Q1: 501 shares; 2026Q2: 887 shares 887 $481K 0.03% +386 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,182 shares; 2026Q2: 11,627 shares 11,627 $480K 0.03% +5,445 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,008 shares; 2025Q3: 3,950 shares; 2025Q4: 5,560 shares; 2026Q1: 5,875 shares; 2026Q2: 5,850 shares 5,850 $480K 0.03% -25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,968 shares; 2026Q2: 7,793 shares 7,793 $479K 0.03% +825 Timeline FNDE 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: 6,505 shares; 2025Q4: 8,797 shares; 2026Q1: 10,393 shares; 2026Q2: 12,051 shares 12,051 $478K 0.03% +1,658 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,406 shares; 2025Q1: 49,391 shares; 2025Q2: 53,012 shares; 2025Q3: 54,281 shares; 2025Q4: 27,413 shares; 2026Q1: 18,622 shares; 2026Q2: 12,311 shares 12,311 $478K 0.03% -6,311 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares; 2026Q2: 4,218 shares 4,218 $476K 0.03% +2,086 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,131 shares; 2025Q4: 2,663 shares; 2026Q1: 2,954 shares; 2026Q2: 3,978 shares 3,978 $474K 0.03% +1,024 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,961 shares; 2025Q1: 10,693 shares; 2025Q2: 9,560 shares; 2025Q3: 9,783 shares; 2025Q4: 10,674 shares; 2026Q1: 10,592 shares; 2026Q2: 9,771 shares 9,771 $474K 0.03% -821 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,177 shares; 2025Q1: 37,597 shares; 2025Q2: 34,588 shares; 2025Q3: 27,631 shares; 2025Q4: 14,812 shares; 2026Q1: 12,117 shares; 2026Q2: 7,900 shares 7,900 $472K 0.03% -4,217 Timeline SRVR 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: not reported; 2025Q1: not reported; 2025Q2: 6,320 shares; 2025Q3: 6,534 shares; 2025Q4: 7,952 shares; 2026Q1: 10,170 shares; 2026Q2: 14,846 shares 14,846 $472K 0.03% +4,676 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,434 shares; 2026Q2: 21,336 shares 21,336 $471K 0.03% +5,902 Timeline