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: 122,255 shares; 2024Q4: 119,970 shares; 2025Q1: 117,124 shares; 2025Q2: 113,288 shares; 2025Q3: 133,738 shares; 2025Q4: 129,656 shares; 2026Q1: 127,911 shares; 2026Q2: 120,032 shares 120,032 $88.4M 10.64% -7,879 Timeline VIGI 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: 439,647 shares; 2024Q4: 432,370 shares; 2025Q1: 426,765 shares; 2025Q2: 422,436 shares; 2025Q3: 464,900 shares; 2025Q4: 456,238 shares; 2026Q1: 453,226 shares; 2026Q2: 467,369 shares 467,369 $43.6M 5.25% +14,143 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: 123,390 shares; 2024Q4: 121,973 shares; 2025Q1: 119,668 shares; 2025Q2: 117,260 shares; 2025Q3: 114,488 shares; 2025Q4: 110,979 shares; 2026Q1: 108,328 shares; 2026Q2: 105,848 shares 105,848 $43.3M 5.22% -2,480 Timeline VBK 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: 138,885 shares; 2024Q4: 136,067 shares; 2025Q1: 133,061 shares; 2025Q2: 130,876 shares; 2025Q3: 127,632 shares; 2025Q4: 120,944 shares; 2026Q1: 117,712 shares; 2026Q2: 114,217 shares 114,217 $41.8M 5.03% -3,495 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: 89,589 shares; 2024Q4: 88,543 shares; 2025Q1: 86,652 shares; 2025Q2: 84,936 shares; 2025Q3: 83,429 shares; 2025Q4: 80,161 shares; 2026Q1: 79,025 shares; 2026Q2: 82,084 shares 82,084 $41.1M 4.94% +3,059 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,118 shares; 2024Q4: 209,843 shares; 2025Q1: 204,801 shares; 2025Q2: 199,709 shares; 2025Q3: 184,387 shares; 2025Q4: 177,487 shares; 2026Q1: 173,077 shares; 2026Q2: 169,693 shares 169,693 $40.2M 4.83% -3,384 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348,379 shares; 2024Q4: 352,217 shares; 2025Q1: 348,982 shares; 2025Q2: 350,558 shares; 2025Q3: 403,463 shares; 2025Q4: 415,679 shares; 2026Q1: 415,601 shares; 2026Q2: 436,396 shares 436,396 $36.1M 4.34% +20,795 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: 403,588 shares; 2024Q4: 405,602 shares; 2025Q1: 399,282 shares; 2025Q2: 395,784 shares; 2025Q3: 415,036 shares; 2025Q4: 422,689 shares; 2026Q1: 431,209 shares; 2026Q2: 450,216 shares 450,216 $35.6M 4.28% +19,007 Timeline FTCS 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: 391,190 shares; 2024Q4: 382,449 shares; 2025Q1: 375,398 shares; 2025Q2: 368,038 shares; 2025Q3: 378,332 shares; 2025Q4: 368,512 shares; 2026Q1: 360,931 shares; 2026Q2: 372,428 shares 372,428 $35M 4.21% +11,497 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: 358,682 shares; 2024Q4: 1,083,103 shares; 2025Q1: 1,067,891 shares; 2025Q2: 1,084,360 shares; 2025Q3: 1,396,957 shares; 2025Q4: 1,412,038 shares; 2026Q1: 1,375,154 shares; 2026Q2: 930,420 shares 930,420 $29.5M 3.55% -444,734 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: 93,169 shares; 2024Q4: 92,733 shares; 2025Q1: 90,791 shares; 2025Q2: 88,825 shares; 2025Q3: 85,148 shares; 2025Q4: 83,430 shares; 2026Q1: 82,968 shares; 2026Q2: 341,288 shares 341,288 $27.5M 3.31% +258,320 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: 151,899 shares; 2024Q4: 150,973 shares; 2025Q1: 147,273 shares; 2025Q2: 145,354 shares; 2025Q3: 165,005 shares; 2025Q4: 164,284 shares; 2026Q1: 160,500 shares; 2026Q2: 164,162 shares 164,162 $26M 3.13% +3,662 Timeline CGCB 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: 875,459 shares; 2024Q4: 909,806 shares; 2025Q1: 904,344 shares; 2025Q2: 878,099 shares; 2025Q3: 714,002 shares; 2025Q4: 710,970 shares; 2026Q1: 691,505 shares; 2026Q2: 701,386 shares 701,386 $18.4M 2.21% +9,881 Timeline CIBR 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: 244,654 shares; 2024Q4: 239,360 shares; 2025Q1: 234,671 shares; 2025Q2: 228,300 shares; 2025Q3: 211,211 shares; 2025Q4: 200,035 shares; 2026Q1: 200,392 shares; 2026Q2: 198,104 shares 198,104 $17.8M 2.14% -2,288 Timeline SLYV 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: 268,222 shares; 2024Q4: 263,104 shares; 2025Q1: 258,388 shares; 2025Q2: 254,108 shares; 2025Q3: 267,000 shares; 2025Q4: 255,638 shares; 2026Q1: 249,707 shares; 2026Q2: 161,395 shares 161,395 $17.6M 2.12% -88,312 Timeline LMBS 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: 353,064 shares; 2024Q4: 346,767 shares; 2025Q1: 343,686 shares; 2025Q2: 341,217 shares; 2025Q3: 337,449 shares; 2025Q4: 344,676 shares; 2026Q1: 343,764 shares; 2026Q2: 341,860 shares 341,860 $17M 2.05% -1,904 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: 13,371 shares; 2024Q4: 13,382 shares; 2025Q1: 13,399 shares; 2025Q2: 13,385 shares; 2025Q3: 13,060 shares; 2025Q4: 12,690 shares; 2026Q1: 12,690 shares; 2026Q2: 12,501 shares 12,501 $15M 1.8% -189 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: 224,446 shares; 2024Q4: 218,912 shares; 2025Q1: 215,443 shares; 2025Q2: 229,291 shares; 2025Q3: 216,225 shares; 2025Q4: 207,824 shares; 2026Q1: 204,689 shares; 2026Q2: 194,164 shares 194,164 $15M 1.8% -10,525 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: 189,448 shares; 2024Q4: 385,126 shares; 2025Q1: 375,811 shares; 2025Q2: 378,799 shares; 2025Q3: 372,008 shares; 2025Q4: 392,503 shares; 2026Q1: 389,669 shares; 2026Q2: 374,988 shares 374,988 $13.5M 1.63% -14,681 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,844 shares; 2025Q3: 257,284 shares; 2025Q4: 260,167 shares; 2026Q1: 261,282 shares; 2026Q2: 286,634 shares 286,634 $13.2M 1.59% +25,352 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399,037 shares 399,037 $12.5M 1.51% 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: 151,901 shares; 2024Q4: 136,932 shares; 2025Q1: 135,896 shares; 2025Q2: 136,697 shares; 2025Q3: 135,150 shares; 2025Q4: 137,995 shares; 2026Q1: 132,255 shares; 2026Q2: 129,104 shares 129,104 $12.1M 1.45% -3,151 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385,033 shares 385,033 $10.6M 1.28% new Timeline XLRE 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: 299,072 shares; 2024Q4: 293,801 shares; 2025Q1: 288,074 shares; 2025Q2: 277,354 shares; 2025Q3: 253,478 shares; 2025Q4: 243,249 shares; 2026Q1: 238,717 shares; 2026Q2: 241,154 shares 241,154 $10.6M 1.28% +2,437 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,771 shares; 2024Q4: 125,564 shares; 2025Q1: 124,435 shares; 2025Q2: 125,480 shares; 2025Q3: 170,238 shares; 2025Q4: 189,238 shares; 2026Q1: 213,543 shares; 2026Q2: 208,413 shares 208,413 $10.5M 1.27% -5,130 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: 497,181 shares; 2024Q4: 498,682 shares; 2025Q1: 491,518 shares; 2025Q2: 485,489 shares; 2025Q3: 523,771 shares; 2025Q4: 497,730 shares; 2026Q1: 493,740 shares; 2026Q2: 313,910 shares 313,910 $9.18M 1.1% -179,830 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: 33,842 shares; 2024Q4: 33,281 shares; 2025Q1: 32,551 shares; 2025Q2: 32,418 shares; 2025Q3: 31,564 shares; 2025Q4: 31,071 shares; 2026Q1: 29,527 shares; 2026Q2: 28,289 shares 28,289 $8.19M 0.98% -1,238 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: 15,821 shares; 2024Q4: 15,010 shares; 2025Q1: 14,829 shares; 2025Q2: 17,476 shares; 2025Q3: 16,862 shares; 2025Q4: 16,736 shares; 2026Q1: 16,882 shares; 2026Q2: 16,738 shares 16,738 $6.19M 0.75% -144 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: 27,944 shares; 2024Q4: 27,648 shares; 2025Q1: 27,204 shares; 2025Q2: 27,686 shares; 2025Q3: 26,519 shares; 2025Q4: 26,764 shares; 2026Q1: 25,016 shares; 2026Q2: 24,121 shares 24,121 $5.75M 0.69% -895 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: 18,033 shares; 2024Q4: 16,844 shares; 2025Q1: 16,503 shares; 2025Q2: 16,818 shares; 2025Q3: 16,285 shares; 2025Q4: 16,293 shares; 2026Q1: 15,635 shares; 2026Q2: 15,360 shares 15,360 $5.49M 0.66% -275 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,847 shares; 2024Q4: 4,876 shares; 2025Q1: 4,925 shares; 2025Q2: 6,812 shares; 2025Q3: 6,175 shares; 2025Q4: 6,259 shares; 2026Q1: 6,099 shares; 2026Q2: 5,938 shares 5,938 $4.45M 0.54% -161 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: 19,399 shares; 2024Q4: 19,733 shares; 2025Q1: 21,270 shares; 2025Q2: 21,840 shares; 2025Q3: 21,182 shares; 2025Q4: 21,183 shares; 2026Q1: 21,026 shares; 2026Q2: 19,754 shares 19,754 $3.95M 0.48% -1,272 Timeline XBI 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: 52,605 shares; 2024Q4: 48,253 shares; 2025Q1: 47,427 shares; 2025Q2: 46,061 shares; 2025Q3: 35,704 shares; 2025Q4: 28,744 shares; 2026Q1: 27,972 shares; 2026Q2: 24,664 shares 24,664 $3.9M 0.47% -3,308 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: 63,596 shares; 2024Q4: 61,275 shares; 2025Q1: 60,035 shares; 2025Q2: 63,487 shares; 2025Q3: 59,827 shares; 2025Q4: 55,988 shares; 2026Q1: 55,623 shares; 2026Q2: 55,127 shares 55,127 $3.29M 0.4% -496 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: 37,549 shares; 2024Q4: 37,163 shares; 2025Q1: 36,271 shares; 2025Q2: 36,619 shares; 2025Q3: 34,310 shares; 2025Q4: 32,482 shares; 2026Q1: 32,034 shares; 2026Q2: 31,348 shares 31,348 $3.26M 0.39% -686 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: 7,618 shares; 2024Q4: 8,294 shares; 2025Q1: 10,525 shares; 2025Q2: 10,545 shares; 2025Q3: 35,502 shares; 2025Q4: 35,215 shares; 2026Q1: 36,919 shares; 2026Q2: 36,840 shares 36,840 $3.24M 0.39% -79 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: 14,935 shares; 2024Q4: 14,965 shares; 2025Q1: 14,772 shares; 2025Q2: 14,258 shares; 2025Q3: 12,553 shares; 2025Q4: 10,896 shares; 2026Q1: 10,593 shares; 2026Q2: 10,003 shares 10,003 $2.84M 0.34% -590 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: 70,869 shares; 2024Q4: 141,883 shares; 2025Q1: 139,406 shares; 2025Q2: 138,989 shares; 2025Q3: 118,646 shares; 2025Q4: 105,010 shares; 2026Q1: 105,196 shares; 2026Q2: 101,777 shares 101,777 $2.82M 0.34% -3,419 Timeline SCHX 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: 26,424 shares; 2024Q4: 79,268 shares; 2025Q1: 77,060 shares; 2025Q2: 77,073 shares; 2025Q3: 73,683 shares; 2025Q4: 78,292 shares; 2026Q1: 87,475 shares; 2026Q2: 84,350 shares 84,350 $2.48M 0.3% -3,125 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: 5,738 shares; 2024Q4: 6,297 shares; 2025Q1: 8,197 shares; 2025Q2: 8,220 shares; 2025Q3: 39,734 shares; 2025Q4: 40,096 shares; 2026Q1: 41,264 shares; 2026Q2: 41,823 shares 41,823 $2.41M 0.29% +559 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: 66,201 shares; 2024Q4: 66,201 shares; 2025Q1: 66,201 shares; 2025Q2: 52,158 shares; 2025Q3: 52,302 shares; 2025Q4: 52,423 shares; 2026Q1: 52,556 shares; 2026Q2: 52,685 shares 52,685 $2.34M 0.28% +129 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: 6,481 shares; 2024Q4: 6,499 shares; 2025Q1: 6,406 shares; 2025Q2: 6,227 shares; 2025Q3: 6,173 shares; 2025Q4: 6,164 shares; 2026Q1: 6,605 shares; 2026Q2: 6,540 shares 6,540 $2.31M 0.28% -65 Timeline RDVY 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: 26,134 shares; 2024Q4: 25,982 shares; 2025Q1: 26,612 shares; 2025Q2: 26,333 shares; 2025Q3: 28,247 shares; 2025Q4: 27,397 shares; 2026Q1: 27,670 shares; 2026Q2: 27,399 shares 27,399 $2.22M 0.27% -271 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: 13,546 shares; 2024Q4: 13,585 shares; 2025Q1: 13,266 shares; 2025Q2: 13,203 shares; 2025Q3: 10,863 shares; 2025Q4: 10,449 shares; 2026Q1: 9,851 shares; 2026Q2: 9,594 shares 9,594 $2.18M 0.26% -257 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,584 shares; 2024Q4: 85,298 shares; 2025Q1: 78,080 shares; 2025Q2: 71,120 shares; 2025Q3: 42,072 shares; 2025Q4: 33,985 shares; 2026Q1: 31,068 shares; 2026Q2: 25,551 shares 25,551 $2.1M 0.25% -5,517 Timeline QQQM 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: 1,773 shares; 2024Q4: 1,641 shares; 2025Q1: 1,967 shares; 2025Q2: 6,589 shares; 2025Q3: 6,574 shares; 2025Q4: 6,784 shares; 2026Q1: 6,577 shares; 2026Q2: 6,739 shares 6,739 $2.04M 0.25% +162 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,623 shares; 2024Q4: 36,474 shares; 2025Q1: 36,874 shares; 2025Q2: 36,897 shares; 2025Q3: 36,914 shares; 2025Q4: 36,648 shares; 2026Q1: 36,432 shares; 2026Q2: 31,641 shares 31,641 $2.04M 0.25% -4,791 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: 2,512 shares; 2024Q4: 2,555 shares; 2025Q1: 2,714 shares; 2025Q2: 2,797 shares; 2025Q3: 2,737 shares; 2025Q4: 2,756 shares; 2026Q1: 2,706 shares; 2026Q2: 2,706 shares 2,706 $2.02M 0.24% 0 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: 2,657 shares; 2024Q4: 2,666 shares; 2025Q1: 2,736 shares; 2025Q2: 3,015 shares; 2025Q3: 3,015 shares; 2025Q4: 3,022 shares; 2026Q1: 2,978 shares; 2026Q2: 2,931 shares 2,931 $1.92M 0.23% -47 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: 11,803 shares; 2024Q4: 10,215 shares; 2025Q1: 10,310 shares; 2025Q2: 10,422 shares; 2025Q3: 10,332 shares; 2025Q4: 10,436 shares; 2026Q1: 10,535 shares; 2026Q2: 10,652 shares 10,652 $1.86M 0.22% +117 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,497 shares; 2024Q4: 10,472 shares; 2025Q1: 10,248 shares; 2025Q2: 10,328 shares; 2025Q3: 9,212 shares; 2025Q4: 8,376 shares; 2026Q1: 8,364 shares; 2026Q2: 7,721 shares 7,721 $1.71M 0.21% -643 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,619 shares; 2025Q2: 4,626 shares; 2025Q3: 22,235 shares; 2025Q4: 22,056 shares; 2026Q1: 23,566 shares; 2026Q2: 23,129 shares 23,129 $1.67M 0.2% -437 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: 8,072 shares; 2024Q4: 7,546 shares; 2025Q1: 8,051 shares; 2025Q2: 8,017 shares; 2025Q3: 6,992 shares; 2025Q4: 6,776 shares; 2026Q1: 6,782 shares; 2026Q2: 6,752 shares 6,752 $1.64M 0.2% -30 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: 16,077 shares; 2024Q4: 17,818 shares; 2025Q1: 21,649 shares; 2025Q2: 47,876 shares; 2025Q3: 50,116 shares; 2025Q4: 55,417 shares; 2026Q1: 57,706 shares; 2026Q2: 58,170 shares 58,170 $1.6M 0.19% +464 Timeline RWR 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: 21,558 shares; 2024Q4: 20,169 shares; 2025Q1: 19,668 shares; 2025Q2: 19,389 shares; 2025Q3: 17,669 shares; 2025Q4: 15,325 shares; 2026Q1: 14,336 shares; 2026Q2: 13,737 shares 13,737 $1.55M 0.19% -599 Timeline FIXD 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: 320,170 shares; 2024Q4: 256,197 shares; 2025Q1: 236,303 shares; 2025Q2: 77,827 shares; 2025Q3: 54,372 shares; 2025Q4: 40,030 shares; 2026Q1: 39,226 shares; 2026Q2: 35,407 shares 35,407 $1.54M 0.19% -3,819 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: 3,047 shares; 2024Q4: 2,719 shares; 2025Q1: 2,824 shares; 2025Q2: 2,813 shares; 2025Q3: 2,830 shares; 2025Q4: 2,846 shares; 2026Q1: 2,753 shares; 2026Q2: 2,730 shares 2,730 $1.54M 0.19% -23 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: 4,768 shares; 2024Q4: 4,771 shares; 2025Q1: 4,519 shares; 2025Q2: 4,522 shares; 2025Q3: 4,327 shares; 2025Q4: 4,329 shares; 2026Q1: 4,331 shares; 2026Q2: 3,947 shares 3,947 $1.48M 0.18% -384 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: 4,484 shares; 2024Q4: 4,434 shares; 2025Q1: 4,251 shares; 2025Q2: 4,230 shares; 2025Q3: 4,189 shares; 2025Q4: 4,192 shares; 2026Q1: 4,167 shares; 2026Q2: 3,930 shares 3,930 $1.47M 0.18% -237 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,030 shares; 2025Q4: 4,911 shares; 2026Q1: 4,811 shares; 2026Q2: 5,124 shares 5,124 $1.42M 0.17% +313 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754,877 shares; 2024Q4: 618,409 shares; 2025Q1: 601,428 shares; 2025Q2: 549,861 shares; 2025Q3: 179,791 shares; 2025Q4: 146,619 shares; 2026Q1: 137,507 shares; 2026Q2: 125,094 shares 125,094 $1.35M 0.16% -12,413 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: 4,347 shares; 2024Q4: 3,969 shares; 2025Q1: 3,945 shares; 2025Q2: 4,014 shares; 2025Q3: 3,893 shares; 2025Q4: 3,394 shares; 2026Q1: 3,078 shares; 2026Q2: 2,978 shares 2,978 $1.25M 0.15% -100 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,867 shares; 2025Q3: 4,986 shares; 2025Q4: 5,027 shares; 2026Q1: 4,689 shares; 2026Q2: 4,966 shares 4,966 $1.21M 0.15% +277 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: 13,970 shares; 2024Q4: 14,018 shares; 2025Q1: 14,060 shares; 2025Q2: 14,084 shares; 2025Q3: 14,108 shares; 2025Q4: 14,159 shares; 2026Q1: 14,159 shares; 2026Q2: 14,184 shares 14,184 $1.15M 0.14% +25 Timeline CGIE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,589 shares; 2025Q3: 35,740 shares; 2025Q4: 35,878 shares; 2026Q1: 30,334 shares; 2026Q2: 30,334 shares 30,334 $1.12M 0.13% 0 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: 8,807 shares; 2024Q4: 8,812 shares; 2025Q1: 8,752 shares; 2025Q2: 8,828 shares; 2025Q3: 8,453 shares; 2025Q4: 8,262 shares; 2026Q1: 8,123 shares; 2026Q2: 8,065 shares 8,065 $1.11M 0.13% -58 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: 20,626 shares; 2024Q4: 19,731 shares; 2025Q1: 21,212 shares; 2025Q2: 22,751 shares; 2025Q3: 20,972 shares; 2025Q4: 21,148 shares; 2026Q1: 20,718 shares; 2026Q2: 20,562 shares 20,562 $1.1M 0.13% -156 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 reported; 2024Q4: not reported; 2025Q1: 14,941 shares; 2025Q2: 31,429 shares; 2025Q3: 30,579 shares; 2025Q4: 30,686 shares; 2026Q1: 27,063 shares; 2026Q2: 26,563 shares 26,563 $1.09M 0.13% -500 Timeline VNQ 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: 9,575 shares; 2024Q4: 9,473 shares; 2025Q1: 9,805 shares; 2025Q2: 9,812 shares; 2025Q3: 11,401 shares; 2025Q4: 10,983 shares; 2026Q1: 11,355 shares; 2026Q2: 11,255 shares 11,255 $1.09M 0.13% -100 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: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,006 shares; 2026Q2: 920 shares 920 $1.08M 0.13% -86 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 reported; 2024Q4: 2,259 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,620 shares; 2025Q4: 3,621 shares; 2026Q1: 3,623 shares; 2026Q2: 3,622 shares 3,622 $1.08M 0.13% -1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,276 shares 6,276 $1.07M 0.13% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $1.07M 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: 7,486 shares; 2025Q2: 7,344 shares; 2025Q3: 23,768 shares; 2025Q4: 23,638 shares; 2026Q1: 25,171 shares; 2026Q2: 25,047 shares 25,047 $1.06M 0.13% -124 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: 4,903 shares; 2024Q4: 3,873 shares; 2025Q1: 3,850 shares; 2025Q2: 3,848 shares; 2025Q3: 3,782 shares; 2025Q4: 3,602 shares; 2026Q1: 3,520 shares; 2026Q2: 3,427 shares 3,427 $1.03M 0.12% -93 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: 3,097 shares; 2024Q4: 3,110 shares; 2025Q1: 3,097 shares; 2025Q2: 3,065 shares; 2025Q3: 3,067 shares; 2025Q4: 3,049 shares; 2026Q1: 3,051 shares; 2026Q2: 2,912 shares 2,912 $1.03M 0.12% -139 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: 13,504 shares; 2024Q4: 13,545 shares; 2025Q1: 13,545 shares; 2025Q2: 13,656 shares; 2025Q3: 13,349 shares; 2025Q4: 12,992 shares; 2026Q1: 12,302 shares; 2026Q2: 12,449 shares 12,449 $953K 0.11% +147 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: 2,529 shares; 2024Q4: 2,531 shares; 2025Q1: 2,577 shares; 2025Q2: 2,580 shares; 2025Q3: 2,642 shares; 2025Q4: 5,119 shares; 2026Q1: 5,021 shares; 2026Q2: 4,968 shares 4,968 $947K 0.11% -53 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 6,042 shares; 2025Q1: 6,042 shares; 2025Q2: 6,042 shares; 2025Q3: 6,042 shares; 2025Q4: 5,957 shares; 2026Q1: 5,957 shares; 2026Q2: 5,957 shares 5,957 $845K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,574 shares; 2025Q1: 6,599 shares; 2025Q2: 6,628 shares; 2025Q3: 6,701 shares; 2025Q4: 6,725 shares; 2026Q1: 6,747 shares; 2026Q2: 6,766 shares 6,766 $795K 0.1% +19 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: 3,169 shares; 2024Q4: 3,064 shares; 2025Q1: 3,096 shares; 2025Q2: 3,115 shares; 2025Q3: 3,133 shares; 2025Q4: 3,075 shares; 2026Q1: 3,088 shares; 2026Q2: 3,101 shares 3,101 $788K 0.09% +13 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: 35,922 shares; 2024Q4: 63,840 shares; 2025Q1: 62,884 shares; 2025Q2: 62,634 shares; 2025Q3: 42,459 shares; 2025Q4: 32,400 shares; 2026Q1: 32,121 shares; 2026Q2: 29,528 shares 29,528 $782K 0.09% -2,593 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,198 shares; 2024Q4: 16,146 shares; 2025Q1: 16,127 shares; 2025Q2: 15,434 shares; 2025Q3: 12,678 shares; 2025Q4: 9,477 shares; 2026Q1: 9,310 shares; 2026Q2: 7,509 shares 7,509 $724K 0.09% -1,801 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,373 shares; 2025Q3: 5,608 shares; 2025Q4: 5,770 shares; 2026Q1: 8,045 shares; 2026Q2: 8,345 shares 8,345 $713K 0.09% +300 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: 4,281 shares; 2024Q4: 16,520 shares; 2025Q1: 16,533 shares; 2025Q2: 16,402 shares; 2025Q3: 18,183 shares; 2025Q4: 18,594 shares; 2026Q1: 21,224 shares; 2026Q2: 20,643 shares 20,643 $699K 0.08% -581 Timeline LQTI 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 reported; 2024Q4: not reported; 2025Q1: 98,284 shares; 2025Q2: 92,287 shares; 2025Q3: 91,307 shares; 2025Q4: 81,333 shares; 2026Q1: 37,675 shares; 2026Q2: 35,533 shares 35,533 $686K 0.08% -2,142 Timeline DFUV 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: 13,169 shares; 2024Q4: 13,196 shares; 2025Q1: 13,222 shares; 2025Q2: 12,083 shares; 2025Q3: 12,112 shares; 2025Q4: 12,134 shares; 2026Q1: 12,158 shares; 2026Q2: 12,095 shares 12,095 $665K 0.08% -63 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: 780 shares; 2024Q4: 980 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $661K 0.08% 0 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: 3,499 shares; 2024Q4: 3,512 shares; 2025Q1: 3,508 shares; 2025Q2: 3,720 shares; 2025Q3: 3,503 shares; 2025Q4: 3,326 shares; 2026Q1: 3,332 shares; 2026Q2: 3,338 shares 3,338 $618K 0.07% +6 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: 2,701 shares; 2024Q4: 2,727 shares; 2025Q1: 2,743 shares; 2025Q2: 2,759 shares; 2025Q3: 2,597 shares; 2025Q4: 2,546 shares; 2026Q1: 2,558 shares; 2026Q2: 4,495 shares 4,495 $615K 0.07% +1,937 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $612K 0.07% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,834 shares; 2025Q1: 1,782 shares; 2025Q2: 1,792 shares; 2025Q3: 1,818 shares; 2025Q4: 1,826 shares; 2026Q1: 1,835 shares; 2026Q2: 1,844 shares 1,844 $604K 0.07% +9 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,703 shares; 2024Q4: 6,687 shares; 2025Q1: 6,708 shares; 2025Q2: 6,724 shares; 2025Q3: 6,125 shares; 2025Q4: 6,171 shares; 2026Q1: 6,146 shares; 2026Q2: 6,167 shares 6,167 $584K 0.07% +21 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: 1,900 shares; 2024Q4: 1,803 shares; 2025Q1: 1,807 shares; 2025Q2: 1,794 shares; 2025Q3: 1,950 shares; 2025Q4: 1,954 shares; 2026Q1: 1,858 shares; 2026Q2: 1,826 shares 1,826 $580K 0.07% -32 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,432 shares; 2024Q4: 10,120 shares; 2025Q1: 9,737 shares; 2025Q2: 9,819 shares; 2025Q3: 7,750 shares; 2025Q4: 5,586 shares; 2026Q1: 5,354 shares; 2026Q2: 5,226 shares 5,226 $572K 0.07% -128 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 reported; 2024Q4: 1,380 shares; 2025Q1: 1,432 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $549K 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,218 shares; 2026Q1: 1,216 shares; 2026Q2: 936 shares 936 $544K 0.07% -280 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,527 shares; 2024Q4: 29,527 shares; 2025Q1: 34,527 shares; 2025Q2: 33,327 shares; 2025Q3: 45,057 shares; 2025Q4: 50,057 shares; 2026Q1: 64,757 shares; 2026Q2: 64,527 shares 64,527 $507K 0.06% -230 Timeline FBT 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: 2,058 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,057 shares; 2025Q3: 1,951 shares; 2025Q4: 1,951 shares; 2026Q1: 2,013 shares; 2026Q2: 1,996 shares 1,996 $495K 0.06% -17 Timeline DFAX 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: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 11,928 shares; 2025Q2: 11,928 shares; 2025Q3: 11,999 shares; 2025Q4: 12,085 shares; 2026Q1: 12,106 shares; 2026Q2: 12,232 shares 12,232 $451K 0.05% +126 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: 5,322 shares; 2024Q4: 4,914 shares; 2025Q1: 4,855 shares; 2025Q2: 4,891 shares; 2025Q3: 4,946 shares; 2025Q4: 4,935 shares; 2026Q1: 4,962 shares; 2026Q2: 4,677 shares 4,677 $450K 0.05% -285 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: 10,401 shares; 2024Q4: 10,543 shares; 2025Q1: 10,335 shares; 2025Q2: 8,878 shares; 2025Q3: 8,365 shares; 2025Q4: 8,319 shares; 2026Q1: 9,106 shares; 2026Q2: 7,954 shares 7,954 $449K 0.05% -1,152 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: 12,760 shares; 2024Q4: 12,665 shares; 2025Q1: 12,472 shares; 2025Q2: 12,599 shares; 2025Q3: 10,443 shares; 2025Q4: 9,891 shares; 2026Q1: 9,090 shares; 2026Q2: 8,299 shares 8,299 $435K 0.05% -791 Timeline FTSL 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: 48,566 shares; 2024Q4: 35,607 shares; 2025Q1: 34,071 shares; 2025Q2: 32,699 shares; 2025Q3: 18,372 shares; 2025Q4: 13,106 shares; 2026Q1: 11,487 shares; 2026Q2: 9,708 shares 9,708 $434K 0.05% -1,779 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,672 shares; 2024Q4: 11,138 shares; 2025Q1: 10,802 shares; 2025Q2: 10,031 shares; 2025Q3: 7,549 shares; 2025Q4: 6,942 shares; 2026Q1: 6,956 shares; 2026Q2: 6,466 shares 6,466 $433K 0.05% -490 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: 5,588 shares; 2024Q4: 4,773 shares; 2025Q1: 4,794 shares; 2025Q2: 4,714 shares; 2025Q3: 4,090 shares; 2025Q4: 4,032 shares; 2026Q1: 4,000 shares; 2026Q2: 3,911 shares 3,911 $421K 0.05% -89 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,859 shares; 2024Q4: 9,859 shares; 2025Q1: 9,859 shares; 2025Q2: 9,459 shares; 2025Q3: 9,228 shares; 2025Q4: 9,228 shares; 2026Q1: 8,728 shares; 2026Q2: 8,728 shares 8,728 $417K 0.05% 0 Timeline SCHM 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: 3,710 shares; 2024Q4: 11,079 shares; 2025Q1: 10,855 shares; 2025Q2: 10,929 shares; 2025Q3: 10,923 shares; 2025Q4: 11,073 shares; 2026Q1: 11,364 shares; 2026Q2: 11,114 shares 11,114 $410K 0.05% -250 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: 2,214 shares; 2024Q4: 2,114 shares; 2025Q1: 1,964 shares; 2025Q2: 1,964 shares; 2025Q3: 1,874 shares; 2025Q4: 1,884 shares; 2026Q1: 1,884 shares; 2026Q2: 1,834 shares 1,834 $397K 0.05% -50 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: 4,582 shares; 2024Q4: 4,624 shares; 2025Q1: 4,021 shares; 2025Q2: 4,042 shares; 2025Q3: 4,063 shares; 2025Q4: 4,086 shares; 2026Q1: 4,106 shares; 2026Q2: 4,128 shares 4,128 $395K 0.05% +22 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,748 shares 2,748 $384K 0.05% new 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: 45,869 shares; 2024Q4: 40,131 shares; 2025Q1: 12,157 shares; 2025Q2: 10,147 shares; 2025Q3: 8,498 shares; 2025Q4: 6,859 shares; 2026Q1: 6,631 shares; 2026Q2: 4,674 shares 4,674 $378K 0.05% -1,957 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,711 shares; 2024Q4: 20,988 shares; 2025Q1: 21,221 shares; 2025Q2: 21,032 shares; 2025Q3: 20,249 shares; 2025Q4: 20,511 shares; 2026Q1: 20,726 shares; 2026Q2: 16,865 shares 16,865 $376K 0.05% -3,861 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: 2,240 shares; 2024Q4: 1,931 shares; 2025Q1: 1,591 shares; 2025Q2: 1,606 shares; 2025Q3: 1,637 shares; 2025Q4: 1,648 shares; 2026Q1: 1,485 shares; 2026Q2: 1,492 shares 1,492 $376K 0.05% +7 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: 5,674 shares; 2024Q4: 5,737 shares; 2025Q1: 5,767 shares; 2025Q2: 5,817 shares; 2025Q3: 4,975 shares; 2025Q4: 3,932 shares; 2026Q1: 3,952 shares; 2026Q2: 3,960 shares 3,960 $375K 0.05% +8 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,023 shares; 2024Q4: 13,928 shares; 2025Q1: 13,929 shares; 2025Q2: 13,531 shares; 2025Q3: 13,548 shares; 2025Q4: 13,601 shares; 2026Q1: 13,616 shares; 2026Q2: 12,866 shares 12,866 $373K 0.04% -750 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: 3,128 shares; 2024Q4: 3,174 shares; 2025Q1: 3,215 shares; 2025Q2: 3,244 shares; 2025Q3: 3,389 shares; 2025Q4: 3,447 shares; 2026Q1: 3,861 shares; 2026Q2: 3,890 shares 3,890 $371K 0.04% +29 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: 364 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 378 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 3,079 shares 3,079 $368K 0.04% +2,691 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: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,446 shares; 2025Q4: 5,346 shares; 2026Q1: 5,346 shares; 2026Q2: 4,974 shares 4,974 $359K 0.04% -372 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,405 shares 12,405 $354K 0.04% new 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: 5,255 shares; 2024Q4: 5,266 shares; 2025Q1: 4,151 shares; 2025Q2: 4,158 shares; 2025Q3: 4,167 shares; 2025Q4: 4,175 shares; 2026Q1: 4,182 shares; 2026Q2: 4,190 shares 4,190 $345K 0.04% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $345K 0.04% new 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 reported; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 637 shares; 2025Q3: 638 shares; 2025Q4: 570 shares; 2026Q1: 592 shares; 2026Q2: 3,967 shares 3,967 $342K 0.04% +3,375 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 333 shares; 2025Q4: 334 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $339K 0.04% 0 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: 2,302 shares; 2024Q4: 2,283 shares; 2025Q1: 2,184 shares; 2025Q2: 2,234 shares; 2025Q3: 2,487 shares; 2025Q4: 2,458 shares; 2026Q1: 2,412 shares; 2026Q2: 2,314 shares 2,314 $339K 0.04% -98 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,809 shares; 2025Q1: 2,810 shares; 2025Q2: 2,811 shares; 2025Q3: 2,812 shares; 2025Q4: 2,813 shares; 2026Q1: 2,814 shares; 2026Q2: 2,816 shares 2,816 $330K 0.04% +2 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: 7,355 shares; 2024Q4: 7,500 shares; 2025Q1: 7,532 shares; 2025Q2: 7,555 shares; 2025Q3: 7,650 shares; 2025Q4: 7,673 shares; 2026Q1: 7,682 shares; 2026Q2: 7,639 shares 7,639 $330K 0.04% -43 Timeline GNOV 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 reported; 2024Q4: 9,914 shares; 2025Q1: 9,914 shares; 2025Q2: 8,769 shares; 2025Q3: 8,769 shares; 2025Q4: 8,453 shares; 2026Q1: 8,452 shares; 2026Q2: 7,880 shares 7,880 $329K 0.04% -572 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: 3,427 shares; 2024Q4: 3,427 shares; 2025Q1: 3,427 shares; 2025Q2: 6,853 shares; 2025Q3: 6,853 shares; 2025Q4: 6,853 shares; 2026Q1: 6,853 shares; 2026Q2: 6,853 shares 6,853 $329K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: 1,506 shares; 2025Q3: 1,454 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $329K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,306 shares; 2025Q3: 4,331 shares; 2025Q4: 4,359 shares; 2026Q1: 2,084 shares; 2026Q2: 2,082 shares 2,082 $329K 0.04% -2 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: 14,389 shares; 2024Q4: 14,310 shares; 2025Q1: 14,048 shares; 2025Q2: 13,753 shares; 2025Q3: 12,932 shares; 2025Q4: 8,313 shares; 2026Q1: 8,096 shares; 2026Q2: 6,596 shares 6,596 $319K 0.04% -1,500 Timeline FCVT 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: 10,830 shares; 2024Q4: 10,463 shares; 2025Q1: 10,314 shares; 2025Q2: 9,116 shares; 2025Q3: 8,862 shares; 2025Q4: 6,811 shares; 2026Q1: 6,585 shares; 2026Q2: 5,940 shares 5,940 $319K 0.04% -645 Timeline XSLV 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: 10,576 shares; 2024Q4: 10,259 shares; 2025Q1: 9,905 shares; 2025Q2: 9,447 shares; 2025Q3: 8,398 shares; 2025Q4: 7,675 shares; 2026Q1: 7,491 shares; 2026Q2: 6,095 shares 6,095 $319K 0.04% -1,396 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: 717 shares; 2024Q4: 707 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $318K 0.04% 0 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: 5,105 shares; 2024Q4: 3,821 shares; 2025Q1: 3,733 shares; 2025Q2: 3,585 shares; 2025Q3: 3,515 shares; 2025Q4: 7,061 shares; 2026Q1: 6,903 shares; 2026Q2: 6,739 shares 6,739 $306K 0.04% -164 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: 7,011 shares; 2024Q4: 6,738 shares; 2025Q1: 6,752 shares; 2025Q2: 6,774 shares; 2025Q3: 6,259 shares; 2025Q4: 5,997 shares; 2026Q1: 6,007 shares; 2026Q2: 6,023 shares 6,023 $305K 0.04% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,380 shares; 2025Q4: 4,639 shares; 2026Q1: not reported; 2026Q2: 9,011 shares 9,011 $300K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares 2,560 $299K 0.04% 0 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: 806 shares; 2024Q4: 794 shares; 2025Q1: 799 shares; 2025Q2: 804 shares; 2025Q3: 810 shares; 2025Q4: 815 shares; 2026Q1: 819 shares; 2026Q2: 824 shares 824 $298K 0.04% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,118 shares; 2026Q2: 6,042 shares 6,042 $298K 0.04% -76 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: 9,842 shares; 2024Q4: 9,625 shares; 2025Q1: 9,419 shares; 2025Q2: 9,428 shares; 2025Q3: 4,712 shares; 2025Q4: 4,108 shares; 2026Q1: 3,701 shares; 2026Q2: 3,722 shares 3,722 $298K 0.04% +21 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: 459 shares; 2024Q4: 461 shares; 2025Q1: 484 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 484 shares; 2026Q1: 504 shares; 2026Q2: 419 shares 419 $288K 0.03% -85 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: 6,946 shares; 2024Q4: 7,063 shares; 2025Q1: 7,260 shares; 2025Q2: 7,367 shares; 2025Q3: 7,265 shares; 2025Q4: 6,942 shares; 2026Q1: 6,633 shares; 2026Q2: 6,658 shares 6,658 $282K 0.03% +25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,961 shares; 2026Q2: 3,783 shares 3,783 $278K 0.03% +822 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: 745 shares; 2024Q4: 747 shares; 2025Q1: 748 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 753 shares; 2026Q1: 756 shares; 2026Q2: 757 shares 757 $277K 0.03% +1 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: 3,372 shares; 2024Q4: 3,345 shares; 2025Q1: 3,346 shares; 2025Q2: 3,348 shares; 2025Q3: 3,349 shares; 2025Q4: 3,351 shares; 2026Q1: 3,352 shares; 2026Q2: 3,353 shares 3,353 $275K 0.03% +1 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: not reported; 2026Q2: 3,191 shares 3,191 $264K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 714 shares; 2026Q2: 711 shares 711 $262K 0.03% -3 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,834 shares; 2025Q1: 1,836 shares; 2025Q2: 1,838 shares; 2025Q3: 1,840 shares; 2025Q4: 1,843 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $259K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $241K 0.03% new 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: 846 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 703 shares; 2025Q4: 705 shares; 2026Q1: 706 shares; 2026Q2: 708 shares 708 $239K 0.03% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,271 shares 2,271 $236K 0.03% -160 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 468 shares; 2026Q1: not reported; 2026Q2: 1,872 shares 1,872 $232K 0.03% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,080 shares 6,080 $232K 0.03% new 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: 1,748 shares; 2024Q4: 1,717 shares; 2025Q1: 1,641 shares; 2025Q2: 1,705 shares; 2025Q3: 1,728 shares; 2025Q4: 1,660 shares; 2026Q1: 1,687 shares; 2026Q2: 1,702 shares 1,702 $230K 0.03% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,225 shares; 2025Q4: 1,230 shares; 2026Q1: not reported; 2026Q2: 1,241 shares 1,241 $229K 0.03% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $229K 0.03% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,799 shares; 2025Q1: 1,807 shares; 2025Q2: 1,715 shares; 2025Q3: 1,722 shares; 2025Q4: 1,730 shares; 2026Q1: 1,542 shares; 2026Q2: 1,550 shares 1,550 $227K 0.03% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,228 shares; 2026Q2: 4,228 shares 4,228 $226K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,452 shares 6,452 $223K 0.03% new 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: 2,979 shares; 2024Q4: 3,170 shares; 2025Q1: 3,190 shares; 2025Q2: 3,212 shares; 2025Q3: 2,452 shares; 2025Q4: 2,281 shares; 2026Q1: 2,217 shares; 2026Q2: 2,255 shares 2,255 $223K 0.03% +38 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares; 2026Q1: 1,891 shares; 2026Q2: 1,897 shares 1,897 $215K 0.03% +6 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: 1,375 shares; 2024Q4: not reported; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares; 2026Q2: 1,238 shares 1,238 $205K 0.02% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $205K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,382 shares; 2025Q4: 1,386 shares; 2026Q1: 1,389 shares; 2026Q2: 1,074 shares 1,074 $204K 0.02% -315 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,596 shares 5,596 $203K 0.02% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $94.6K 0.01% 0 Timeline CIK UBS ASSET MGMT INCOME FD INC More: the full row for UBS ASSET MGMT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,425 shares; 2024Q4: 11,425 shares; 2025Q1: 11,425 shares; 2025Q2: 11,425 shares; 2025Q3: 11,425 shares; 2025Q4: 11,425 shares; 2026Q1: 11,425 shares; 2026Q2: 11,425 shares 11,425 $28.3K <0.01% 0 Timeline