IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,127 shares; 2024Q4: 25,984 shares; 2025Q1: 27,789 shares; 2025Q2: 28,462 shares; 2025Q3: 57,686 shares; 2025Q4: 58,327 shares; 2026Q1: 58,800 shares; 2026Q2: 58,806 shares 58,806 $44M 5.2% +6 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: 210,349 shares; 2024Q4: 215,558 shares; 2025Q1: 203,615 shares; 2025Q2: 204,266 shares; 2025Q3: 206,091 shares; 2025Q4: 207,135 shares; 2026Q1: 204,450 shares; 2026Q2: 205,340 shares 205,340 $41.1M 4.85% +890 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: 59,074 shares; 2024Q4: 60,608 shares; 2025Q1: 59,111 shares; 2025Q2: 59,209 shares; 2025Q3: 61,371 shares; 2025Q4: 126,329 shares; 2026Q1: 192,015 shares; 2026Q2: 187,348 shares 187,348 $35.7M 4.22% -4,667 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: 64,143 shares; 2024Q4: 66,306 shares; 2025Q1: 66,864 shares; 2025Q2: 66,840 shares; 2025Q3: 67,679 shares; 2025Q4: 69,407 shares; 2026Q1: 70,701 shares; 2026Q2: 71,239 shares 71,239 $25.2M 2.97% +538 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: 62,500 shares; 2024Q4: 65,012 shares; 2025Q1: 68,021 shares; 2025Q2: 63,632 shares; 2025Q3: 78,813 shares; 2025Q4: 81,475 shares; 2026Q1: 81,435 shares; 2026Q2: 82,614 shares 82,614 $23.9M 2.82% +1,179 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: 67,527 shares; 2024Q4: 69,108 shares; 2025Q1: 72,386 shares; 2025Q2: 73,216 shares; 2025Q3: 86,707 shares; 2025Q4: 88,667 shares; 2026Q1: 89,251 shares; 2026Q2: 89,504 shares 89,504 $21.3M 2.52% +253 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: 48,085 shares; 2024Q4: 60,957 shares; 2025Q1: 65,924 shares; 2025Q2: 68,254 shares; 2025Q3: 71,135 shares; 2025Q4: 72,745 shares; 2026Q1: 78,176 shares; 2026Q2: 82,647 shares 82,647 $19.6M 2.31% +4,471 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: 143,004 shares; 2024Q4: 166,128 shares; 2025Q1: 169,265 shares; 2025Q2: 174,053 shares; 2025Q3: 178,858 shares; 2025Q4: 190,275 shares; 2026Q1: 196,536 shares; 2026Q2: 204,736 shares 204,736 $18.7M 2.21% +8,200 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: 36,050 shares; 2024Q4: 48,878 shares; 2025Q1: 112,280 shares; 2025Q2: 114,948 shares; 2025Q3: 215,752 shares; 2025Q4: 222,853 shares; 2026Q1: 235,200 shares; 2026Q2: 239,236 shares 239,236 $18.4M 2.18% +4,036 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: 49,192 shares; 2024Q4: 50,611 shares; 2025Q1: 50,947 shares; 2025Q2: 50,297 shares; 2025Q3: 50,453 shares; 2025Q4: 51,163 shares; 2026Q1: 51,132 shares; 2026Q2: 51,493 shares 51,493 $18.4M 2.17% +361 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: 10,879 shares; 2024Q4: 10,879 shares; 2025Q1: 261,651 shares; 2025Q2: 266,303 shares; 2025Q3: 276,722 shares; 2025Q4: 309,507 shares; 2026Q1: 314,444 shares; 2026Q2: 339,130 shares 339,130 $15M 1.78% +24,686 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: 33,386 shares; 2024Q4: 34,946 shares; 2025Q1: 35,616 shares; 2025Q2: 35,535 shares; 2025Q3: 37,068 shares; 2025Q4: 39,627 shares; 2026Q1: 39,555 shares; 2026Q2: 38,455 shares 38,455 $14.3M 1.69% -1,100 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: 6,096 shares; 2024Q4: 6,531 shares; 2025Q1: 6,215 shares; 2025Q2: 6,143 shares; 2025Q3: 6,670 shares; 2025Q4: 7,209 shares; 2026Q1: 16,107 shares; 2026Q2: 18,072 shares 18,072 $13.3M 1.57% +1,965 Timeline VONG 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: 67,886 shares; 2024Q4: 82,338 shares; 2025Q1: 87,306 shares; 2025Q2: 89,566 shares; 2025Q3: 90,405 shares; 2025Q4: 95,554 shares; 2026Q1: 95,655 shares; 2026Q2: 101,236 shares 101,236 $12.9M 1.53% +5,581 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: 31,074 shares; 2024Q4: 35,567 shares; 2025Q1: 8,546 shares; 2025Q2: 13,553 shares; 2025Q3: 80,225 shares; 2025Q4: 111,963 shares; 2026Q1: 125,121 shares; 2026Q2: 133,596 shares 133,596 $12.9M 1.52% +8,475 Timeline MGK 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: 26,111 shares; 2024Q4: 26,268 shares; 2025Q1: 23,964 shares; 2025Q2: 23,713 shares; 2025Q3: 23,863 shares; 2025Q4: 24,097 shares; 2026Q1: 24,602 shares; 2026Q2: 124,191 shares 124,191 $10.9M 1.29% +99,589 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: 104,291 shares; 2024Q4: 105,549 shares; 2025Q1: 108,461 shares; 2025Q2: 95,571 shares; 2025Q3: 93,149 shares; 2025Q4: 89,660 shares; 2026Q1: 99,366 shares; 2026Q2: 89,539 shares 89,539 $10.7M 1.26% -9,827 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: 55,774 shares; 2024Q4: 68,233 shares; 2025Q1: 104,966 shares; 2025Q2: 117,166 shares; 2025Q3: 149,055 shares; 2025Q4: 164,333 shares; 2026Q1: 213,110 shares; 2026Q2: 244,560 shares 244,560 $10.1M 1.19% +31,450 Timeline JAAA 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: 11,933 shares; 2024Q4: 51,250 shares; 2025Q1: 99,575 shares; 2025Q2: 107,819 shares; 2025Q3: 137,338 shares; 2025Q4: 152,406 shares; 2026Q1: 175,393 shares; 2026Q2: 188,585 shares 188,585 $9.52M 1.12% +13,192 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: 18,589 shares; 2024Q4: 19,727 shares; 2025Q1: 19,858 shares; 2025Q2: 20,565 shares; 2025Q3: 21,246 shares; 2025Q4: 23,095 shares; 2026Q1: 23,451 shares; 2026Q2: 25,170 shares 25,170 $9.51M 1.12% +1,719 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: 156,413 shares; 2024Q4: 153,918 shares; 2025Q1: 144,429 shares; 2025Q2: 134,471 shares; 2025Q3: 129,165 shares; 2025Q4: 119,311 shares; 2026Q1: 111,750 shares; 2026Q2: 96,546 shares 96,546 $8.48M 1% -15,204 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: 27,622 shares; 2024Q4: 34,508 shares; 2025Q1: 42,870 shares; 2025Q2: 44,156 shares; 2025Q3: 49,578 shares; 2025Q4: 118,888 shares; 2026Q1: 142,162 shares; 2026Q2: 146,127 shares 146,127 $7.83M 0.93% +3,965 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 4,119 shares; 2025Q2: 4,037 shares; 2025Q3: 5,352 shares; 2025Q4: 4,928 shares; 2026Q1: 33,943 shares; 2026Q2: 35,680 shares 35,680 $7.78M 0.92% +1,737 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: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 20,702 shares; 2025Q2: 20,702 shares; 2025Q3: 20,622 shares; 2025Q4: 20,869 shares; 2026Q1: 20,782 shares; 2026Q2: 20,832 shares 20,832 $7.71M 0.91% +50 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,765 shares; 2025Q2: 79,524 shares; 2025Q3: 102,531 shares; 2025Q4: 116,325 shares; 2026Q1: 136,099 shares; 2026Q2: 151,067 shares 151,067 $7.49M 0.88% +14,968 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF 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: 125,939 shares; 2025Q4: 131,651 shares; 2026Q1: 128,010 shares; 2026Q2: 147,595 shares 147,595 $7.48M 0.88% +19,585 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: 1,208 shares; 2024Q4: 2,094 shares; 2025Q1: 4,014 shares; 2025Q2: 4,912 shares; 2025Q3: 7,490 shares; 2025Q4: 9,628 shares; 2026Q1: 10,660 shares; 2026Q2: 11,264 shares 11,264 $7.39M 0.87% +604 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: 4,761 shares; 2024Q4: 6,185 shares; 2025Q1: 6,805 shares; 2025Q2: 7,232 shares; 2025Q3: 7,429 shares; 2025Q4: 7,130 shares; 2026Q1: 7,267 shares; 2026Q2: 7,625 shares 7,625 $7.13M 0.84% +358 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: 12,593 shares; 2024Q4: 13,081 shares; 2025Q1: 13,955 shares; 2025Q2: 14,376 shares; 2025Q3: 13,967 shares; 2025Q4: 13,994 shares; 2026Q1: 14,112 shares; 2026Q2: 14,116 shares 14,116 $7.06M 0.83% +4 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: 1,717 shares; 2024Q4: 1,724 shares; 2025Q1: 8,027 shares; 2025Q2: 8,143 shares; 2025Q3: 9,628 shares; 2025Q4: 9,971 shares; 2026Q1: 9,956 shares; 2026Q2: 9,998 shares 9,998 $6.87M 0.81% +42 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,266 shares; 2024Q4: 25,902 shares; 2025Q1: 26,679 shares; 2025Q2: 25,724 shares; 2025Q3: 23,518 shares; 2025Q4: 23,129 shares; 2026Q1: 23,094 shares; 2026Q2: 22,881 shares 22,881 $6.84M 0.81% -213 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: 4,243 shares; 2024Q4: 5,174 shares; 2025Q1: 5,446 shares; 2025Q2: 5,323 shares; 2025Q3: 31,018 shares; 2025Q4: 39,010 shares; 2026Q1: 42,887 shares; 2026Q2: 42,452 shares 42,452 $6.3M 0.74% -435 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,403 shares; 2024Q4: 17,210 shares; 2025Q1: 16,605 shares; 2025Q2: 16,272 shares; 2025Q3: 16,248 shares; 2025Q4: 16,139 shares; 2026Q1: 15,991 shares; 2026Q2: 15,702 shares 15,702 $6.23M 0.74% -289 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: 20,900 shares; 2024Q4: 24,310 shares; 2025Q1: 25,482 shares; 2025Q2: 27,136 shares; 2025Q3: 27,948 shares; 2025Q4: 27,826 shares; 2026Q1: 28,507 shares; 2026Q2: 28,095 shares 28,095 $6.16M 0.73% -412 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 39,332 shares; 2025Q4: 50,814 shares; 2026Q1: 64,272 shares; 2026Q2: 71,709 shares 71,709 $5.94M 0.7% +7,437 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: 2,812 shares; 2024Q4: 10,576 shares; 2025Q1: 11,573 shares; 2025Q2: 11,952 shares; 2025Q3: 12,174 shares; 2025Q4: 14,992 shares; 2026Q1: 16,487 shares; 2026Q2: 15,988 shares 15,988 $5.89M 0.7% -499 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: 53,310 shares; 2024Q4: 58,742 shares; 2025Q1: 64,914 shares; 2025Q2: 69,915 shares; 2025Q3: 77,969 shares; 2025Q4: 75,372 shares; 2026Q1: 73,811 shares; 2026Q2: 76,538 shares 76,538 $5.78M 0.68% +2,727 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: 6,930 shares; 2024Q4: 21,276 shares; 2025Q1: 30,889 shares; 2025Q2: 34,966 shares; 2025Q3: 37,043 shares; 2025Q4: 43,388 shares; 2026Q1: 46,915 shares; 2026Q2: 50,707 shares 50,707 $5.74M 0.68% +3,792 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: 13,449 shares; 2024Q4: 12,357 shares; 2025Q1: 11,700 shares; 2025Q2: 11,323 shares; 2025Q3: 9,879 shares; 2025Q4: 29,207 shares; 2026Q1: 34,517 shares; 2026Q2: 36,185 shares 36,185 $5.74M 0.68% +1,668 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: 17,449 shares; 2024Q4: 19,188 shares; 2025Q1: 18,218 shares; 2025Q2: 18,479 shares; 2025Q3: 19,455 shares; 2025Q4: 20,728 shares; 2026Q1: 23,366 shares; 2026Q2: 23,157 shares 23,157 $5.61M 0.66% -209 Timeline VPU 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 reported; 2024Q4: 16,131 shares; 2025Q1: 18,166 shares; 2025Q2: 19,770 shares; 2025Q3: 21,757 shares; 2025Q4: 23,843 shares; 2026Q1: 27,078 shares; 2026Q2: 28,156 shares 28,156 $5.51M 0.65% +1,078 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: 23,560 shares; 2024Q4: 26,494 shares; 2025Q1: 27,214 shares; 2025Q2: 30,928 shares; 2025Q3: 38,258 shares; 2025Q4: 43,941 shares; 2026Q1: 50,146 shares; 2026Q2: 56,088 shares 56,088 $5.41M 0.64% +5,942 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: 8,172 shares; 2024Q4: 11,715 shares; 2025Q1: 11,296 shares; 2025Q2: 11,297 shares; 2025Q3: 12,164 shares; 2025Q4: 25,705 shares; 2026Q1: 28,227 shares; 2026Q2: 28,893 shares 28,893 $5.35M 0.63% +666 Timeline SPTI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,148 shares; 2026Q1: 208,552 shares; 2026Q2: 186,351 shares 186,351 $5.29M 0.63% -22,201 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: 62,021 shares; 2024Q4: 62,141 shares; 2025Q1: 57,172 shares; 2025Q2: 56,764 shares; 2025Q3: 56,484 shares; 2025Q4: 55,131 shares; 2026Q1: 53,926 shares; 2026Q2: 54,022 shares 54,022 $5.21M 0.62% +96 Timeline HCRB 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: 55,921 shares; 2024Q4: 66,559 shares; 2025Q1: 66,376 shares; 2025Q2: 68,116 shares; 2025Q3: 136,049 shares; 2025Q4: 137,301 shares; 2026Q1: 141,656 shares; 2026Q2: 148,178 shares 148,178 $5.18M 0.61% +6,522 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: 5,007 shares; 2024Q4: 5,153 shares; 2025Q1: 5,097 shares; 2025Q2: 5,023 shares; 2025Q3: 5,102 shares; 2025Q4: 15,795 shares; 2026Q1: 5,092 shares; 2026Q2: 43,271 shares 43,271 $5.17M 0.61% +38,179 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 reported; 2024Q4: not reported; 2025Q1: 55,703 shares; 2025Q2: 57,991 shares; 2025Q3: 133,777 shares; 2025Q4: 143,417 shares; 2026Q1: 185,830 shares; 2026Q2: 192,669 shares 192,669 $5.11M 0.6% +6,839 Timeline PTRB 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: 24,878 shares; 2024Q4: 32,057 shares; 2025Q1: 33,054 shares; 2025Q2: 36,439 shares; 2025Q3: 100,221 shares; 2025Q4: 107,845 shares; 2026Q1: 112,616 shares; 2026Q2: 121,011 shares 121,011 $5.02M 0.59% +8,395 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: 1,340 shares; 2024Q4: 1,309 shares; 2025Q1: 1,406 shares; 2025Q2: 1,387 shares; 2025Q3: 1,579 shares; 2025Q4: 4,734 shares; 2026Q1: 4,656 shares; 2026Q2: 4,662 shares 4,662 $4.96M 0.59% +6 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,113 shares; 2024Q4: 79,762 shares; 2025Q1: 67,891 shares; 2025Q2: 54,224 shares; 2025Q3: 45,665 shares; 2025Q4: 44,452 shares; 2026Q1: 44,223 shares; 2026Q2: 86,426 shares 86,426 $4.85M 0.57% +42,203 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: 3,413 shares; 2024Q4: 3,762 shares; 2025Q1: 4,824 shares; 2025Q2: 4,747 shares; 2025Q3: 5,535 shares; 2025Q4: 5,549 shares; 2026Q1: 6,397 shares; 2026Q2: 6,417 shares 6,417 $4.79M 0.57% +20 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: 4,906 shares; 2024Q4: 7,093 shares; 2025Q1: 7,982 shares; 2025Q2: 8,107 shares; 2025Q3: 9,531 shares; 2025Q4: 11,253 shares; 2026Q1: 14,432 shares; 2026Q2: 14,617 shares 14,617 $4.78M 0.57% +185 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: 42,685 shares; 2024Q4: 132,265 shares; 2025Q1: 131,988 shares; 2025Q2: 128,388 shares; 2025Q3: 128,388 shares; 2025Q4: 125,303 shares; 2026Q1: 127,177 shares; 2026Q2: 128,429 shares 128,429 $4.74M 0.56% +1,252 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 reported; 2024Q4: 45,817 shares; 2025Q1: 45,312 shares; 2025Q2: 46,012 shares; 2025Q3: 46,196 shares; 2025Q4: 47,355 shares; 2026Q1: 47,368 shares; 2026Q2: 48,690 shares 48,690 $4.66M 0.55% +1,322 Timeline CMDT 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: 60,961 shares; 2024Q4: 91,467 shares; 2025Q1: 93,413 shares; 2025Q2: 101,406 shares; 2025Q3: 107,685 shares; 2025Q4: 120,352 shares; 2026Q1: 135,356 shares; 2026Q2: 141,845 shares 141,845 $4.35M 0.51% +6,489 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,360 shares; 2024Q4: 57,418 shares; 2025Q1: 56,464 shares; 2025Q2: 53,175 shares; 2025Q3: 53,175 shares; 2025Q4: 50,942 shares; 2026Q1: 48,548 shares; 2026Q2: 47,581 shares 47,581 $4.24M 0.5% -967 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,800 shares; 2024Q4: 30,800 shares; 2025Q1: 31,100 shares; 2025Q2: 31,800 shares; 2025Q3: 31,802 shares; 2025Q4: 61,607 shares; 2026Q1: 61,612 shares; 2026Q2: 61,616 shares 61,616 $4.15M 0.49% +4 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: 33,573 shares; 2024Q4: 36,972 shares; 2025Q1: 34,469 shares; 2025Q2: 35,097 shares; 2025Q3: 33,722 shares; 2025Q4: 45,685 shares; 2026Q1: 44,722 shares; 2026Q2: 45,897 shares 45,897 $3.81M 0.45% +1,175 Timeline AVUV 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: 12,081 shares; 2024Q4: 13,617 shares; 2025Q1: 14,092 shares; 2025Q2: 15,845 shares; 2025Q3: 17,344 shares; 2025Q4: 20,707 shares; 2026Q1: 27,007 shares; 2026Q2: 30,217 shares 30,217 $3.77M 0.45% +3,210 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: 1,337 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,055 shares; 2025Q3: 3,139 shares; 2025Q4: 27,029 shares; 2026Q1: 30,253 shares; 2026Q2: 31,262 shares 31,262 $3.67M 0.43% +1,009 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 reported; 2024Q4: 25,360 shares; 2025Q1: 24,862 shares; 2025Q2: 25,304 shares; 2025Q3: 25,530 shares; 2025Q4: 26,365 shares; 2026Q1: 27,014 shares; 2026Q2: 28,780 shares 28,780 $3.64M 0.43% +1,766 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: 15,642 shares; 2024Q4: 15,642 shares; 2025Q1: 17,184 shares; 2025Q2: 21,837 shares; 2025Q3: 21,860 shares; 2025Q4: 21,880 shares; 2026Q1: 21,885 shares; 2026Q2: 21,887 shares 21,887 $3.6M 0.42% +2 Timeline USRT 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: 21,116 shares; 2025Q2: 23,922 shares; 2025Q3: 31,756 shares; 2025Q4: 38,035 shares; 2026Q1: 48,786 shares; 2026Q2: 53,465 shares 53,465 $3.55M 0.42% +4,679 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,338 shares; 2025Q3: 39,538 shares; 2025Q4: 41,168 shares; 2026Q1: 42,402 shares; 2026Q2: 42,350 shares 42,350 $3.43M 0.41% -52 Timeline XSMO 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: 14,557 shares; 2024Q4: 16,917 shares; 2025Q1: 17,948 shares; 2025Q2: 20,534 shares; 2025Q3: 22,016 shares; 2025Q4: 26,609 shares; 2026Q1: 31,336 shares; 2026Q2: 34,428 shares 34,428 $3.22M 0.38% +3,092 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,114 shares; 2026Q1: 27,030 shares; 2026Q2: 29,817 shares 29,817 $3.19M 0.38% +2,787 Timeline HACK 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: 23,516 shares; 2024Q4: 24,767 shares; 2025Q1: 26,929 shares; 2025Q2: 28,329 shares; 2025Q3: 29,779 shares; 2025Q4: 30,025 shares; 2026Q1: 29,825 shares; 2026Q2: 29,625 shares 29,625 $3.11M 0.37% -200 Timeline IUSV 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: 3,574 shares; 2025Q1: 7,094 shares; 2025Q2: 10,866 shares; 2025Q3: 15,244 shares; 2025Q4: 20,066 shares; 2026Q1: 27,800 shares; 2026Q2: 27,987 shares 27,987 $3.08M 0.36% +187 Timeline BUFD 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: 104,894 shares; 2024Q4: 104,894 shares; 2025Q1: 108,989 shares; 2025Q2: 107,588 shares; 2025Q3: 107,588 shares; 2025Q4: 106,502 shares; 2026Q1: 106,502 shares; 2026Q2: 101,898 shares 101,898 $3.03M 0.36% -4,604 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,651 shares; 2026Q1: 59,318 shares; 2026Q2: 62,631 shares 62,631 $2.89M 0.34% +3,313 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,281 shares; 2026Q1: 44,002 shares; 2026Q2: 63,388 shares 63,388 $2.88M 0.34% +19,386 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: 22,060 shares; 2024Q4: 22,192 shares; 2025Q1: 21,859 shares; 2025Q2: 26,177 shares; 2025Q3: 34,545 shares; 2025Q4: 40,926 shares; 2026Q1: 33,132 shares; 2026Q2: 31,035 shares 31,035 $2.79M 0.33% -2,097 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 reported; 2024Q4: not reported; 2025Q1: 16,925 shares; 2025Q2: 15,716 shares; 2025Q3: 15,772 shares; 2025Q4: 11,135 shares; 2026Q1: 11,135 shares; 2026Q2: 11,141 shares 11,141 $2.74M 0.32% +6 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 27,651 shares; 2025Q4: 52,013 shares; 2026Q1: 55,613 shares; 2026Q2: 59,706 shares 59,706 $2.73M 0.32% +4,093 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,411 shares; 2025Q3: 50,378 shares; 2025Q4: 52,882 shares; 2026Q1: 68,767 shares; 2026Q2: 69,161 shares 69,161 $2.71M 0.32% +394 Timeline VIS 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: 6,813 shares; 2024Q4: 6,838 shares; 2025Q1: 6,450 shares; 2025Q2: 6,376 shares; 2025Q3: 6,378 shares; 2025Q4: 6,561 shares; 2026Q1: 7,199 shares; 2026Q2: 7,481 shares 7,481 $2.7M 0.32% +282 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: 10,331 shares; 2024Q4: 10,351 shares; 2025Q1: 9,434 shares; 2025Q2: 9,534 shares; 2025Q3: 10,703 shares; 2025Q4: 10,944 shares; 2026Q1: 10,694 shares; 2026Q2: 10,539 shares 10,539 $2.66M 0.31% -155 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: 42,284 shares; 2024Q4: 46,564 shares; 2025Q1: 46,719 shares; 2025Q2: 45,573 shares; 2025Q3: 43,321 shares; 2025Q4: 41,575 shares; 2026Q1: 41,378 shares; 2026Q2: 42,089 shares 42,089 $2.62M 0.31% +711 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: 1,503 shares; 2024Q4: 1,577 shares; 2025Q1: 1,614 shares; 2025Q2: 1,617 shares; 2025Q3: 1,756 shares; 2025Q4: 2,032 shares; 2026Q1: 1,844 shares; 2026Q2: 1,963 shares 1,963 $2.35M 0.28% +119 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 reported; 2024Q4: 18,763 shares; 2025Q1: 18,569 shares; 2025Q2: 18,995 shares; 2025Q3: 19,131 shares; 2025Q4: 20,409 shares; 2026Q1: 19,951 shares; 2026Q2: 20,113 shares 20,113 $2.35M 0.28% +162 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: 12,188 shares; 2024Q4: 30,579 shares; 2025Q1: 30,058 shares; 2025Q2: 21,166 shares; 2025Q3: 20,436 shares; 2025Q4: 22,687 shares; 2026Q1: 22,585 shares; 2026Q2: 21,566 shares 21,566 $2.32M 0.27% -1,019 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: not reported; 2024Q4: not reported; 2025Q1: 35,741 shares; 2025Q2: 37,170 shares; 2025Q3: 43,971 shares; 2025Q4: 54,850 shares; 2026Q1: 60,774 shares; 2026Q2: 62,279 shares 62,279 $2.29M 0.27% +1,505 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 reported; 2024Q4: 15,309 shares; 2025Q1: 15,049 shares; 2025Q2: 15,471 shares; 2025Q3: 15,646 shares; 2025Q4: 16,815 shares; 2026Q1: 16,803 shares; 2026Q2: 16,731 shares 16,731 $2.29M 0.27% -72 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: 4,061 shares; 2024Q4: 3,256 shares; 2025Q1: 1,954 shares; 2025Q2: 2,071 shares; 2025Q3: 2,268 shares; 2025Q4: 2,616 shares; 2026Q1: 3,900 shares; 2026Q2: 3,881 shares 3,881 $2.25M 0.27% -19 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: 11,420 shares; 2024Q4: 11,545 shares; 2025Q1: 10,776 shares; 2025Q2: 10,376 shares; 2025Q3: 9,279 shares; 2025Q4: 26,467 shares; 2026Q1: 21,541 shares; 2026Q2: 22,512 shares 22,512 $2.23M 0.26% +971 Timeline BOND 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,713 shares; 2026Q1: 17,334 shares; 2026Q2: 23,890 shares 23,890 $2.2M 0.26% +6,556 Timeline VDC 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: 11,706 shares; 2024Q4: 11,713 shares; 2025Q1: 11,030 shares; 2025Q2: 11,081 shares; 2025Q3: 11,082 shares; 2025Q4: 10,253 shares; 2026Q1: 10,008 shares; 2026Q2: 9,659 shares 9,659 $2.18M 0.26% -349 Timeline SPMB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,219 shares; 2026Q2: 97,548 shares 97,548 $2.18M 0.26% -17,671 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: 22,109 shares; 2025Q2: 22,121 shares; 2025Q3: 22,768 shares; 2025Q4: 23,011 shares; 2026Q1: 23,352 shares; 2026Q2: 25,017 shares 25,017 $2.14M 0.25% +1,665 Timeline DFIC 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 reported; 2024Q4: not reported; 2025Q1: 38,759 shares; 2025Q2: 38,856 shares; 2025Q3: 39,669 shares; 2025Q4: 39,669 shares; 2026Q1: 41,835 shares; 2026Q2: 55,321 shares 55,321 $2.06M 0.24% +13,486 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 903 shares; 2025Q1: 928 shares; 2025Q2: 932 shares; 2025Q3: 936 shares; 2025Q4: 3,163 shares; 2026Q1: 3,101 shares; 2026Q2: 3,101 shares 3,101 $1.97M 0.23% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,918 shares; 2025Q3: 14,690 shares; 2025Q4: 16,032 shares; 2026Q1: 30,621 shares; 2026Q2: 42,047 shares 42,047 $1.97M 0.23% +11,426 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: 11,049 shares; 2024Q4: 11,409 shares; 2025Q1: 11,032 shares; 2025Q2: 11,101 shares; 2025Q3: 10,530 shares; 2025Q4: 36,662 shares; 2026Q1: 35,471 shares; 2026Q2: 36,975 shares 36,975 $1.96M 0.23% +1,504 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: 10,061 shares; 2024Q4: 14,523 shares; 2025Q1: 13,294 shares; 2025Q2: 13,257 shares; 2025Q3: 12,976 shares; 2025Q4: 13,523 shares; 2026Q1: 13,807 shares; 2026Q2: 13,817 shares 13,817 $1.89M 0.22% +10 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,731 shares; 2024Q4: 59,426 shares; 2025Q1: 53,518 shares; 2025Q2: 52,936 shares; 2025Q3: 50,658 shares; 2025Q4: 49,361 shares; 2026Q1: 43,925 shares; 2026Q2: 37,974 shares 37,974 $1.88M 0.22% -5,951 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: not reported; 2024Q4: 14,645 shares; 2025Q1: 15,388 shares; 2025Q2: 14,857 shares; 2025Q3: 14,383 shares; 2025Q4: 18,264 shares; 2026Q1: 21,160 shares; 2026Q2: 22,586 shares 22,586 $1.87M 0.22% +1,426 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,852 shares; 2024Q4: 94,783 shares; 2025Q1: 102,914 shares; 2025Q2: 104,146 shares; 2025Q3: 104,678 shares; 2025Q4: 102,111 shares; 2026Q1: 110,568 shares; 2026Q2: 113,628 shares 113,628 $1.86M 0.22% +3,060 Timeline FVD 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: 42,964 shares; 2024Q4: 42,241 shares; 2025Q1: 39,051 shares; 2025Q2: 38,151 shares; 2025Q3: 38,151 shares; 2025Q4: 37,615 shares; 2026Q1: 37,555 shares; 2026Q2: 37,555 shares 37,555 $1.81M 0.21% 0 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: 28,505 shares; 2024Q4: 28,224 shares; 2025Q1: 29,417 shares; 2025Q2: 28,309 shares; 2025Q3: 28,099 shares; 2025Q4: 27,419 shares; 2026Q1: 33,776 shares; 2026Q2: 29,745 shares 29,745 $1.81M 0.21% -4,031 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: 38,158 shares; 2024Q4: 40,158 shares; 2025Q1: 50,804 shares; 2025Q2: 49,985 shares; 2025Q3: 48,785 shares; 2025Q4: 49,585 shares; 2026Q1: 52,375 shares; 2026Q2: 47,375 shares 47,375 $1.73M 0.2% -5,000 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: 2,484 shares; 2024Q4: 2,485 shares; 2025Q1: 2,590 shares; 2025Q2: 2,591 shares; 2025Q3: 2,608 shares; 2025Q4: 2,609 shares; 2026Q1: 2,549 shares; 2026Q2: 2,684 shares 2,684 $1.72M 0.2% +135 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,479 shares; 2025Q1: 2,203 shares; 2025Q2: 2,366 shares; 2025Q3: 2,801 shares; 2025Q4: 3,324 shares; 2026Q1: 3,213 shares; 2026Q2: 3,011 shares 3,011 $1.7M 0.2% -202 Timeline OUSA 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: 34,380 shares; 2024Q4: 34,630 shares; 2025Q1: 34,130 shares; 2025Q2: 33,930 shares; 2025Q3: 32,940 shares; 2025Q4: 29,415 shares; 2026Q1: 28,640 shares; 2026Q2: 28,640 shares 28,640 $1.67M 0.2% 0 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: 19,440 shares; 2024Q4: 19,686 shares; 2025Q1: 18,182 shares; 2025Q2: 17,560 shares; 2025Q3: 17,564 shares; 2025Q4: 16,677 shares; 2026Q1: 16,662 shares; 2026Q2: 18,110 shares 18,110 $1.63M 0.19% +1,448 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 reported; 2024Q4: not reported; 2025Q1: 19,585 shares; 2025Q2: 19,585 shares; 2025Q3: 19,585 shares; 2025Q4: 19,663 shares; 2026Q1: 19,663 shares; 2026Q2: 19,663 shares 19,663 $1.62M 0.19% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 10,145 shares; 2026Q1: 17,175 shares; 2026Q2: 23,426 shares 23,426 $1.59M 0.19% +6,251 Timeline VOOV 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 reported; 2024Q4: 5,759 shares; 2025Q1: 6,457 shares; 2025Q2: 6,551 shares; 2025Q3: 6,579 shares; 2025Q4: 6,376 shares; 2026Q1: 6,698 shares; 2026Q2: 7,151 shares 7,151 $1.57M 0.19% +453 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: 7,623 shares; 2024Q4: 7,713 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 6,961 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares; 2026Q2: 10,029 shares 10,029 $1.57M 0.19% +2,719 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 32,100 shares; 2026Q1: 38,922 shares; 2026Q2: 38,596 shares 38,596 $1.56M 0.18% -326 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 reported; 2024Q4: not reported; 2025Q1: 41,362 shares; 2025Q2: 18,652 shares; 2025Q3: 18,652 shares; 2025Q4: 18,806 shares; 2026Q1: 18,806 shares; 2026Q2: 18,924 shares 18,924 $1.55M 0.18% +118 Timeline SKYY 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: 10,596 shares; 2024Q4: 10,623 shares; 2025Q1: 10,071 shares; 2025Q2: 10,864 shares; 2025Q3: 11,566 shares; 2025Q4: 11,579 shares; 2026Q1: 11,805 shares; 2026Q2: 11,422 shares 11,422 $1.54M 0.18% -383 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,707 shares; 2026Q2: 17,134 shares 17,134 $1.53M 0.18% -573 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 3,040 shares; 2025Q4: 3,620 shares; 2026Q1: 4,289 shares; 2026Q2: 4,969 shares 4,969 $1.52M 0.18% +680 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: 6,518 shares; 2024Q4: 6,521 shares; 2025Q1: 6,673 shares; 2025Q2: 6,673 shares; 2025Q3: 7,378 shares; 2025Q4: 7,896 shares; 2026Q1: 7,852 shares; 2026Q2: 8,002 shares 8,002 $1.52M 0.18% +150 Timeline SPMD 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: 10,958 shares; 2024Q4: 10,708 shares; 2025Q1: 19,494 shares; 2025Q2: 19,454 shares; 2025Q3: 19,329 shares; 2025Q4: 17,823 shares; 2026Q1: 23,250 shares; 2026Q2: 22,468 shares 22,468 $1.52M 0.18% -782 Timeline IUSG 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: 2,574 shares; 2025Q2: 3,610 shares; 2025Q3: 4,159 shares; 2025Q4: 5,107 shares; 2026Q1: 7,785 shares; 2026Q2: 7,642 shares 7,642 $1.44M 0.17% -143 Timeline VOOG 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 reported; 2024Q4: 2,618 shares; 2025Q1: 2,772 shares; 2025Q2: 2,809 shares; 2025Q3: 2,781 shares; 2025Q4: 2,779 shares; 2026Q1: 2,782 shares; 2026Q2: 17,369 shares 17,369 $1.43M 0.17% +14,587 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: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 2,490 shares; 2025Q2: 2,600 shares; 2025Q3: 2,635 shares; 2025Q4: 3,080 shares; 2026Q1: 3,445 shares; 2026Q2: 3,585 shares 3,585 $1.4M 0.17% +140 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: 5,432 shares; 2024Q4: 5,404 shares; 2025Q1: 5,826 shares; 2025Q2: 5,830 shares; 2025Q3: 5,945 shares; 2025Q4: 6,170 shares; 2026Q1: 5,766 shares; 2026Q2: 5,669 shares 5,669 $1.37M 0.16% -97 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: 1,669 shares; 2024Q4: 1,804 shares; 2025Q1: 2,264 shares; 2025Q2: 2,468 shares; 2025Q3: 2,589 shares; 2025Q4: 2,642 shares; 2026Q1: 2,583 shares; 2026Q2: 10,332 shares 10,332 $1.28M 0.15% +7,749 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,381 shares; 2026Q2: 38,166 shares 38,166 $1.28M 0.15% -9,215 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: 2,684 shares; 2024Q4: 2,324 shares; 2025Q1: 2,450 shares; 2025Q2: 2,334 shares; 2025Q3: 2,501 shares; 2025Q4: 2,450 shares; 2026Q1: 5,155 shares; 2026Q2: 5,962 shares 5,962 $1.27M 0.15% +807 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: 3,147 shares; 2024Q4: 4,117 shares; 2025Q1: 5,934 shares; 2025Q2: 6,134 shares; 2025Q3: 6,269 shares; 2025Q4: 25,855 shares; 2026Q1: 26,219 shares; 2026Q2: 27,129 shares 27,129 $1.23M 0.15% +910 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 reported; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 8,485 shares; 2025Q3: 10,805 shares; 2025Q4: 14,797 shares; 2026Q1: 16,524 shares; 2026Q2: 21,033 shares 21,033 $1.19M 0.14% +4,509 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: 2,214 shares; 2024Q4: 2,081 shares; 2025Q1: 2,452 shares; 2025Q2: 2,404 shares; 2025Q3: 2,940 shares; 2025Q4: 4,169 shares; 2026Q1: 4,530 shares; 2026Q2: 4,628 shares 4,628 $1.18M 0.14% +98 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: 6,630 shares; 2024Q4: 6,641 shares; 2025Q1: 6,756 shares; 2025Q2: 6,766 shares; 2025Q3: 6,765 shares; 2025Q4: 6,776 shares; 2026Q1: 6,871 shares; 2026Q2: 7,428 shares 7,428 $1.17M 0.14% +557 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,724 shares; 2025Q3: 21,724 shares; 2025Q4: 21,724 shares; 2026Q1: 21,833 shares; 2026Q2: 21,833 shares 21,833 $1.13M 0.13% 0 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 24,535 shares; 2025Q3: 31,715 shares; 2025Q4: 30,646 shares; 2026Q1: 29,760 shares; 2026Q2: 28,760 shares 28,760 $1.13M 0.13% -1,000 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: 4,779 shares; 2024Q4: 4,739 shares; 2025Q1: 4,739 shares; 2025Q2: 4,669 shares; 2025Q3: 6,951 shares; 2025Q4: 8,162 shares; 2026Q1: 8,167 shares; 2026Q2: 8,168 shares 8,168 $1.12M 0.13% +1 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,768 shares; 2024Q4: 12,235 shares; 2025Q1: 11,902 shares; 2025Q2: 12,015 shares; 2025Q3: 15,271 shares; 2025Q4: 17,695 shares; 2026Q1: 20,996 shares; 2026Q2: 22,007 shares 22,007 $1.11M 0.13% +1,011 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,527 shares; 2026Q1: 12,796 shares; 2026Q2: 38,096 shares 38,096 $1.1M 0.13% +25,300 Timeline LGLV 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 reported; 2024Q4: not reported; 2025Q1: 2,495 shares; 2025Q2: 5,155 shares; 2025Q3: 5,855 shares; 2025Q4: 5,873 shares; 2026Q1: 5,724 shares; 2026Q2: 5,875 shares 5,875 $1.07M 0.13% +151 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: 4,179 shares; 2024Q4: 5,112 shares; 2025Q1: 5,498 shares; 2025Q2: 5,885 shares; 2025Q3: 6,826 shares; 2025Q4: 8,268 shares; 2026Q1: 7,946 shares; 2026Q2: 8,982 shares 8,982 $1.06M 0.12% +1,036 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,859 shares 12,859 $1.05M 0.12% new Timeline FXH 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: 13,070 shares; 2024Q4: 12,175 shares; 2025Q1: 11,140 shares; 2025Q2: 10,895 shares; 2025Q3: 9,553 shares; 2025Q4: 9,293 shares; 2026Q1: 9,093 shares; 2026Q2: 8,583 shares 8,583 $1.05M 0.12% -510 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 reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 2,148 shares; 2025Q4: 3,248 shares; 2026Q1: 3,236 shares; 2026Q2: 4,587 shares 4,587 $1.04M 0.12% +1,351 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 6,687 shares; 2025Q4: 6,888 shares; 2026Q1: 8,488 shares; 2026Q2: 10,288 shares 10,288 $1.01M 0.12% +1,800 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: 6,148 shares; 2024Q4: 5,986 shares; 2025Q1: 5,951 shares; 2025Q2: 10,087 shares; 2025Q3: 19,552 shares; 2025Q4: 21,212 shares; 2026Q1: 19,725 shares; 2026Q2: 19,756 shares 19,756 $1M 0.12% +31 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: 1,982 shares; 2024Q4: 1,987 shares; 2025Q1: 2,128 shares; 2025Q2: 1,961 shares; 2025Q3: 2,001 shares; 2025Q4: 1,997 shares; 2026Q1: 1,872 shares; 2026Q2: 11,584 shares 11,584 $998K 0.12% +9,712 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 reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 6,974 shares; 2025Q3: 7,048 shares; 2025Q4: 7,038 shares; 2026Q1: 21,335 shares; 2026Q2: 19,685 shares 19,685 $992K 0.12% -1,650 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: 7,321 shares; 2024Q4: 6,614 shares; 2025Q1: 7,732 shares; 2025Q2: 6,792 shares; 2025Q3: 12,536 shares; 2025Q4: 12,897 shares; 2026Q1: 13,239 shares; 2026Q2: 13,739 shares 13,739 $979K 0.12% +500 Timeline GEM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares; 2026Q1: 18,821 shares; 2026Q2: 18,665 shares 18,665 $971K 0.11% -156 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 21,166 shares; 2025Q1: 21,166 shares; 2025Q2: 21,166 shares; 2025Q3: 24,166 shares; 2025Q4: 24,261 shares; 2026Q1: 26,261 shares; 2026Q2: 26,261 shares 26,261 $965K 0.11% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 6,192 shares; 2025Q1: 6,197 shares; 2025Q2: 5,897 shares; 2025Q3: 5,896 shares; 2025Q4: 5,871 shares; 2026Q1: 5,413 shares; 2026Q2: 10,009 shares 10,009 $957K 0.11% +4,596 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,890 shares; 2024Q4: 7,810 shares; 2025Q1: 7,310 shares; 2025Q2: 7,270 shares; 2025Q3: 6,860 shares; 2025Q4: 6,810 shares; 2026Q1: 6,810 shares; 2026Q2: 34,700 shares 34,700 $951K 0.11% +27,890 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 reported; 2024Q4: 1,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 3,874 shares; 2026Q1: 4,311 shares; 2026Q2: 4,330 shares 4,330 $937K 0.11% +19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares; 2026Q1: 1,337 shares; 2026Q2: 1,960 shares 1,960 $936K 0.11% +623 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,534 shares; 2025Q3: 1,220 shares; 2025Q4: 921 shares; 2026Q1: 806 shares; 2026Q2: 744 shares 744 $934K 0.11% -62 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,458 shares; 2025Q1: 1,612 shares; 2025Q2: 1,702 shares; 2025Q3: 1,738 shares; 2025Q4: 2,190 shares; 2026Q1: 2,207 shares; 2026Q2: 2,215 shares 2,215 $932K 0.11% +8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,684 shares; 2026Q1: 2,754 shares; 2026Q2: 11,264 shares 11,264 $908K 0.11% +8,510 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares; 2026Q2: 2,563 shares 2,563 $881K 0.1% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,830 shares; 2024Q4: 9,050 shares; 2025Q1: 9,825 shares; 2025Q2: 9,830 shares; 2025Q3: 9,780 shares; 2025Q4: 9,780 shares; 2026Q1: 10,150 shares; 2026Q2: 9,600 shares 9,600 $870K 0.1% -550 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: 13,700 shares; 2024Q4: 13,400 shares; 2025Q1: 18,410 shares; 2025Q2: 19,160 shares; 2025Q3: 19,585 shares; 2025Q4: 20,104 shares; 2026Q1: 21,034 shares; 2026Q2: 21,034 shares 21,034 $864K 0.1% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 5,782 shares; 2025Q4: 14,709 shares; 2026Q1: 15,989 shares; 2026Q2: 16,944 shares 16,944 $845K 0.1% +955 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 536 shares; 2026Q2: 715 shares 715 $840K 0.1% +179 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,456 shares; 2025Q4: 14,208 shares; 2026Q1: 14,332 shares; 2026Q2: 14,394 shares 14,394 $838K 0.1% +62 Timeline QUS 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: 2,180 shares; 2024Q4: 3,820 shares; 2025Q1: 3,885 shares; 2025Q2: 4,000 shares; 2025Q3: 4,200 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares; 2026Q2: 4,465 shares 4,465 $834K 0.1% +115 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: 19,967 shares; 2024Q4: 19,567 shares; 2025Q1: 18,347 shares; 2025Q2: 16,247 shares; 2025Q3: 15,323 shares; 2025Q4: 13,903 shares; 2026Q1: 11,904 shares; 2026Q2: 11,904 shares 11,904 $816K 0.1% 0 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: 3,258 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,638 shares; 2025Q3: 5,556 shares; 2025Q4: 5,561 shares; 2026Q1: 5,567 shares; 2026Q2: 5,571 shares 5,571 $791K 0.09% +4 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: 5,532 shares; 2026Q2: 5,595 shares 5,595 $781K 0.09% +63 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,075 shares; 2024Q4: 1,192 shares; 2025Q1: 1,270 shares; 2025Q2: 1,378 shares; 2025Q3: 1,475 shares; 2025Q4: 1,720 shares; 2026Q1: 2,167 shares; 2026Q2: 2,256 shares 2,256 $774K 0.09% +89 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,529 shares; 2026Q2: 1,650 shares 1,650 $715K 0.08% +121 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: 2,661 shares; 2024Q4: 2,816 shares; 2025Q1: 2,820 shares; 2025Q2: 2,883 shares; 2025Q3: 3,166 shares; 2025Q4: 4,075 shares; 2026Q1: 4,201 shares; 2026Q2: 4,256 shares 4,256 $705K 0.08% +55 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 reported; 2024Q4: 956 shares; 2025Q1: 1,147 shares; 2025Q2: 1,115 shares; 2025Q3: 1,171 shares; 2025Q4: 1,888 shares; 2026Q1: 1,912 shares; 2026Q2: 1,988 shares 1,988 $701K 0.08% +76 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: 6,208 shares; 2024Q4: 5,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,869 shares; 2025Q4: 4,870 shares; 2026Q1: 11,169 shares; 2026Q2: 13,299 shares 13,299 $689K 0.08% +2,130 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: not reported; 2024Q4: 4,457 shares; 2025Q1: 6,689 shares; 2025Q2: 6,717 shares; 2025Q3: 6,868 shares; 2025Q4: 6,890 shares; 2026Q1: 6,924 shares; 2026Q2: 7,041 shares 7,041 $679K 0.08% +117 Timeline ROBT 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: 8,974 shares; 2024Q4: 8,986 shares; 2025Q1: 8,765 shares; 2025Q2: 10,986 shares; 2025Q3: 11,597 shares; 2025Q4: 12,082 shares; 2026Q1: 12,589 shares; 2026Q2: 11,994 shares 11,994 $675K 0.08% -595 Timeline FPFD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,184 shares; 2026Q2: 30,860 shares 30,860 $661K 0.08% +9,676 Timeline PFFD 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 reported; 2024Q4: 86,233 shares; 2025Q1: 84,833 shares; 2025Q2: 80,463 shares; 2025Q3: 64,788 shares; 2025Q4: 46,963 shares; 2026Q1: 41,975 shares; 2026Q2: 35,269 shares 35,269 $659K 0.08% -6,706 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 11,070 shares; 2025Q4: 13,210 shares; 2026Q1: 12,910 shares; 2026Q2: 15,960 shares 15,960 $659K 0.08% +3,050 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: 6,110 shares; 2025Q4: 6,186 shares; 2026Q1: 7,415 shares; 2026Q2: 11,002 shares 11,002 $657K 0.08% +3,587 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,315 shares; 2026Q2: 2,391 shares 2,391 $654K 0.08% +76 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares; 2026Q2: 2,433 shares 2,433 $654K 0.08% +24 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: 449 shares; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,332 shares; 2026Q1: 1,470 shares; 2026Q2: 1,570 shares 1,570 $652K 0.08% +100 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares; 2026Q2: 3,206 shares 3,206 $649K 0.08% 0 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,662 shares; 2024Q4: 49,781 shares; 2025Q1: 46,642 shares; 2025Q2: 42,163 shares; 2025Q3: 40,598 shares; 2025Q4: 34,329 shares; 2026Q1: 33,528 shares; 2026Q2: 30,564 shares 30,564 $643K 0.08% -2,964 Timeline RPV 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: 5,459 shares; 2024Q4: 5,461 shares; 2025Q1: 5,464 shares; 2025Q2: 5,467 shares; 2025Q3: 5,470 shares; 2025Q4: 5,472 shares; 2026Q1: 5,474 shares; 2026Q2: 5,627 shares 5,627 $640K 0.08% +153 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $638K 0.08% new Timeline GRID 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares; 2026Q2: 3,249 shares 3,249 $623K 0.07% +161 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: 2,674 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,523 shares; 2025Q4: 2,673 shares; 2026Q1: 2,677 shares; 2026Q2: 2,527 shares 2,527 $614K 0.07% -150 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: 1,217 shares; 2024Q4: 1,218 shares; 2025Q1: 1,297 shares; 2025Q2: 1,301 shares; 2025Q3: 1,415 shares; 2025Q4: 1,504 shares; 2026Q1: 1,529 shares; 2026Q2: 2,239 shares 2,239 $605K 0.07% +710 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: 914 shares; 2024Q4: 926 shares; 2025Q1: 979 shares; 2025Q2: 986 shares; 2025Q3: 1,049 shares; 2025Q4: 1,797 shares; 2026Q1: 1,992 shares; 2026Q2: 2,131 shares 2,131 $599K 0.07% +139 Timeline WELLS FARGO & CO 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 reported; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,011 shares; 2025Q3: 870 shares; 2025Q4: 677 shares; 2026Q1: 588 shares; 2026Q2: 507 shares 507 $587K 0.07% -81 VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,865 shares; 2025Q2: 3,890 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,205 shares; 2026Q2: 4,205 shares 4,205 $586K 0.07% 0 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: 6,189 shares; 2024Q4: 6,964 shares; 2025Q1: 7,424 shares; 2025Q2: 7,354 shares; 2025Q3: 7,664 shares; 2025Q4: 7,664 shares; 2026Q1: 7,683 shares; 2026Q2: 7,684 shares 7,684 $582K 0.07% +1 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: 2,055 shares; 2024Q4: 2,759 shares; 2025Q1: 3,068 shares; 2025Q2: 3,097 shares; 2025Q3: 3,738 shares; 2025Q4: 4,462 shares; 2026Q1: 4,565 shares; 2026Q2: 4,521 shares 4,521 $581K 0.07% -44 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 reported; 2024Q4: 1,225 shares; 2025Q1: 1,285 shares; 2025Q2: 1,303 shares; 2025Q3: 1,559 shares; 2025Q4: 1,676 shares; 2026Q1: 1,681 shares; 2026Q2: 1,656 shares 1,656 $560K 0.07% -25 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: 1,380 shares; 2024Q4: 1,493 shares; 2025Q1: 1,570 shares; 2025Q2: 1,609 shares; 2025Q3: 1,605 shares; 2025Q4: 1,670 shares; 2026Q1: 1,994 shares; 2026Q2: 3,791 shares 3,791 $556K 0.07% +1,797 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 829 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 823 shares; 2026Q2: 781 shares 781 $550K 0.06% -42 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,160 shares 21,160 $547K 0.06% new 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: 544 shares; 2024Q4: 769 shares; 2025Q1: 784 shares; 2025Q2: 789 shares; 2025Q3: 824 shares; 2025Q4: 806 shares; 2026Q1: 1,024 shares; 2026Q2: 1,053 shares 1,053 $541K 0.06% +29 Timeline SPHD 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: 6,824 shares; 2024Q4: 10,274 shares; 2025Q1: 9,389 shares; 2025Q2: 9,249 shares; 2025Q3: 9,249 shares; 2025Q4: 10,577 shares; 2026Q1: 10,577 shares; 2026Q2: 10,577 shares 10,577 $538K 0.06% 0 Timeline FXZ 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: 9,461 shares; 2024Q4: 8,736 shares; 2025Q1: 8,095 shares; 2025Q2: 6,832 shares; 2025Q3: 6,841 shares; 2025Q4: 6,852 shares; 2026Q1: 6,759 shares; 2026Q2: 6,763 shares 6,763 $537K 0.06% +4 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 reported; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 2,403 shares; 2025Q4: 2,755 shares; 2026Q1: 2,949 shares; 2026Q2: 3,120 shares 3,120 $530K 0.06% +171 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF 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: 16,480 shares 16,480 $528K 0.06% new 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 reported; 2024Q4: 1,246 shares; 2025Q1: 1,260 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,380 shares; 2026Q1: 2,130 shares; 2026Q2: 2,122 shares 2,122 $527K 0.06% -8 Timeline QFLR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,447 shares; 2026Q2: 14,447 shares 14,447 $527K 0.06% 0 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,463 shares 18,463 $524K 0.06% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 163 shares; 2026Q2: 161 shares 161 $515K 0.06% -2 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: 3,563 shares; 2024Q4: 5,937 shares; 2025Q1: 5,999 shares; 2025Q2: 6,086 shares; 2025Q3: 6,140 shares; 2025Q4: 5,063 shares; 2026Q1: 5,183 shares; 2026Q2: 5,341 shares 5,341 $514K 0.06% +158 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 12,482 shares; 2026Q1: 16,963 shares; 2026Q2: 16,963 shares 16,963 $512K 0.06% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,092 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,625 shares; 2025Q4: 3,180 shares; 2026Q1: 3,950 shares; 2026Q2: 3,825 shares 3,825 $503K 0.06% -125 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 590 shares; 2025Q4: 627 shares; 2026Q1: 639 shares; 2026Q2: 652 shares 652 $498K 0.06% +13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,588 shares; 2026Q1: 1,640 shares; 2026Q2: 1,651 shares 1,651 $496K 0.06% +11 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,894 shares; 2024Q4: 4,894 shares; 2025Q1: 4,894 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares; 2026Q1: 4,741 shares; 2026Q2: 4,741 shares 4,741 $493K 0.06% 0 Timeline SPLV 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: 6,260 shares; 2024Q4: 6,267 shares; 2025Q1: 6,199 shares; 2025Q2: 6,207 shares; 2025Q3: 6,190 shares; 2025Q4: 5,848 shares; 2026Q1: 5,856 shares; 2026Q2: 6,554 shares 6,554 $491K 0.06% +698 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: not reported; 2026Q2: 9,741 shares 9,741 $480K 0.06% new 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: not reported; 2025Q3: 327 shares; 2025Q4: 425 shares; 2026Q1: 447 shares; 2026Q2: 474 shares 474 $480K 0.06% +27 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,755 shares; 2026Q1: 3,755 shares; 2026Q2: 3,755 shares 3,755 $479K 0.06% 0 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: 11,604 shares; 2024Q4: 17,391 shares; 2025Q1: 15,370 shares; 2025Q2: 16,263 shares; 2025Q3: 19,346 shares; 2025Q4: 17,267 shares; 2026Q1: 23,030 shares; 2026Q2: 23,127 shares 23,127 $479K 0.06% +97 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,672 shares; 2025Q1: 4,717 shares; 2025Q2: 4,764 shares; 2025Q3: 4,808 shares; 2025Q4: 5,378 shares; 2026Q1: 5,410 shares; 2026Q2: 5,442 shares 5,442 $470K 0.06% +32 Timeline SFLR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,697 shares; 2026Q2: 11,697 shares 11,697 $451K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,752 shares 4,752 $446K 0.05% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 26,885 shares; 2026Q1: 23,633 shares; 2026Q2: 23,633 shares 23,633 $446K 0.05% 0 Timeline JNK 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: 6,732 shares; 2024Q4: 7,927 shares; 2025Q1: 9,244 shares; 2025Q2: 4,471 shares; 2025Q3: 4,585 shares; 2025Q4: 4,590 shares; 2026Q1: 4,404 shares; 2026Q2: 4,574 shares 4,574 $441K 0.05% +170 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: 896 shares; 2024Q4: 944 shares; 2025Q1: 995 shares; 2025Q2: 986 shares; 2025Q3: 1,068 shares; 2025Q4: 1,228 shares; 2026Q1: 1,209 shares; 2026Q2: 1,215 shares 1,215 $440K 0.05% +6 Timeline JSML 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,090 shares; 2026Q2: 4,638 shares 4,638 $432K 0.05% -1,452 Timeline QQEW 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares 2,670 $426K 0.05% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,855 shares; 2026Q1: 10,115 shares; 2026Q2: 10,115 shares 10,115 $407K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177 shares 177 $402K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 6,291 shares; 2026Q2: 6,494 shares 6,494 $399K 0.05% +203 Timeline PDP 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: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,592 shares 2,592 $393K 0.05% -40 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 reported; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 2,989 shares; 2025Q3: 3,739 shares; 2025Q4: 4,667 shares; 2026Q1: 4,723 shares; 2026Q2: 4,798 shares 4,798 $390K 0.05% +75 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: 1,038 shares; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,267 shares; 2025Q3: 1,482 shares; 2025Q4: 2,385 shares; 2026Q1: 1,606 shares; 2026Q2: 1,524 shares 1,524 $384K 0.05% -82 Timeline PAVE 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: 5,182 shares; 2024Q4: 7,037 shares; 2025Q1: 6,302 shares; 2025Q2: 5,577 shares; 2025Q3: 5,552 shares; 2025Q4: 5,552 shares; 2026Q1: 6,492 shares; 2026Q2: 6,504 shares 6,504 $383K 0.05% +12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,524 shares; 2026Q2: 2,114 shares 2,114 $382K 0.05% +590 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $381K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares; 2026Q2: 1,242 shares 1,242 $370K 0.04% +20 Timeline SDY 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: 3,270 shares; 2024Q4: 2,951 shares; 2025Q1: 2,681 shares; 2025Q2: 2,682 shares; 2025Q3: 2,665 shares; 2025Q4: 2,511 shares; 2026Q1: 2,462 shares; 2026Q2: 2,428 shares 2,428 $370K 0.04% -34 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: 1,764 shares; 2024Q4: 1,817 shares; 2025Q1: 2,018 shares; 2025Q2: 2,015 shares; 2025Q3: 2,670 shares; 2025Q4: 2,220 shares; 2026Q1: 2,389 shares; 2026Q2: 2,442 shares 2,442 $358K 0.04% +53 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 reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 4,916 shares; 2025Q3: 6,481 shares; 2025Q4: 7,359 shares; 2026Q1: 7,422 shares; 2026Q2: 8,447 shares 8,447 $358K 0.04% +1,025 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,007 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $357K 0.04% 0 Timeline DGCB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,487 shares 6,487 $355K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,876 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares; 2026Q2: 4,910 shares 4,910 $351K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,557 shares; 2025Q4: 3,215 shares; 2026Q1: 3,620 shares; 2026Q2: 3,353 shares 3,353 $348K 0.04% -267 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 2,205 shares; 2025Q4: 2,445 shares; 2026Q1: 2,184 shares; 2026Q2: 2,189 shares 2,189 $347K 0.04% +5 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 2,042 shares; 2026Q2: 2,082 shares 2,082 $347K 0.04% +40 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: 1,129 shares; 2024Q4: 1,193 shares; 2025Q1: 1,043 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $345K 0.04% 0 Timeline FEX 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: 3,730 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 4,009 shares; 2026Q1: 3,426 shares; 2026Q2: 2,452 shares 2,452 $343K 0.04% -974 Timeline FXL 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,626 shares; 2026Q2: 1,576 shares 1,576 $342K 0.04% -50 Timeline QGRO 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 reported; 2024Q4: 2,715 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $341K 0.04% 0 Timeline DFEM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,395 shares 8,395 $341K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,531 shares; 2026Q2: 3,799 shares 3,799 $333K 0.04% +268 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares 969 $331K 0.04% new Timeline DFAW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $326K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,138 shares; 2026Q2: 5,447 shares 5,447 $314K 0.04% -2,691 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,933 shares; 2026Q2: 6,280 shares 6,280 $313K 0.04% -2,653 Timeline AKRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,637 shares; 2026Q1: 7,237 shares; 2026Q2: 5,823 shares 5,823 $310K 0.04% -1,414 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,547 shares; 2026Q2: 1,547 shares 1,547 $309K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,315 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 15,000 shares; 2026Q1: 16,000 shares; 2026Q2: 16,000 shares 16,000 $306K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: 2,798 shares; 2025Q4: 3,065 shares; 2026Q1: 2,950 shares; 2026Q2: 3,018 shares 3,018 $297K 0.04% +68 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,550 shares 5,550 $293K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,991 shares 13,991 $291K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $290K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares; 2026Q2: 4,016 shares 4,016 $289K 0.03% +665 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,584 shares; 2026Q1: 7,584 shares; 2026Q2: 7,884 shares 7,884 $285K 0.03% +300 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares; 2026Q2: 3,718 shares 3,718 $285K 0.03% +725 Timeline IGRO 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: 3,229 shares 3,229 $284K 0.03% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares; 2026Q1: 4,458 shares; 2026Q2: 4,458 shares 4,458 $281K 0.03% 0 Timeline EXC EXELON CORP More: the full row for EXELON 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: 6,035 shares; 2026Q2: 6,006 shares 6,006 $280K 0.03% -29 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 reported; 2024Q4: 463 shares; 2025Q1: 482 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 624 shares; 2026Q1: 611 shares; 2026Q2: 546 shares 546 $278K 0.03% -65 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 284 shares; 2026Q2: 289 shares 289 $278K 0.03% +5 Timeline DFNM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,126 shares; 2026Q2: 5,715 shares 5,715 $276K 0.03% +589 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: 13,135 shares; 2024Q4: 12,885 shares; 2025Q1: 12,885 shares; 2025Q2: 12,750 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $274K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: 881 shares; 2026Q2: 866 shares 866 $272K 0.03% -15 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,043 shares 2,043 $264K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,986 shares; 2026Q1: 6,986 shares; 2026Q2: 7,563 shares 7,563 $256K 0.03% +577 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $255K 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: 1,266 shares; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,888 shares; 2026Q2: 1,874 shares 1,874 $254K 0.03% -14 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,524 shares 1,524 $249K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $247K 0.03% new Timeline GSIE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,324 shares 5,324 $243K 0.03% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $241K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $241K 0.03% 0 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 469 shares 469 $237K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,137 shares 4,137 $236K 0.03% new Timeline FTLS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,169 shares 3,169 $234K 0.03% new Timeline FFLC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,856 shares 3,856 $227K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 577 shares; 2025Q1: 590 shares; 2025Q2: 591 shares; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: not reported; 2026Q2: 583 shares 583 $226K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 351 shares; 2025Q4: 3,481 shares; 2026Q1: 3,842 shares; 2026Q2: 3,132 shares 3,132 $224K 0.03% -710 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: 10,280 shares; 2024Q4: 10,280 shares; 2025Q1: 11,661 shares; 2025Q2: 11,661 shares; 2025Q3: 11,861 shares; 2025Q4: 3,548 shares; 2026Q1: 3,958 shares; 2026Q2: 4,065 shares 4,065 $217K 0.03% +107 Timeline ACWI 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: 1,425 shares; 2026Q1: 1,460 shares; 2026Q2: 1,376 shares 1,376 $216K 0.03% -84 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $214K 0.03% new Timeline PIEQ PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD 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: 5,941 shares 5,941 $213K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,900 shares 4,900 $211K 0.02% new Timeline BUFZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,556 shares; 2026Q1: not reported; 2026Q2: 7,556 shares 7,556 $211K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,864 shares; 2026Q2: 4,024 shares 4,024 $211K 0.02% -1,840 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE 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: 4,440 shares 4,440 $211K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,915 shares; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $208K 0.02% new Timeline INMU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,460 shares 8,460 $205K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741 $202K 0.02% new Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD 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: 17,100 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares; 2026Q2: 15,600 shares 15,600 $172K 0.02% 0 Timeline