DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,814 shares; 2024Q4: 234,055 shares; 2025Q1: 232,749 shares; 2025Q2: 230,950 shares; 2025Q3: 226,184 shares; 2025Q4: 215,351 shares; 2026Q1: 215,773 shares; 2026Q2: 213,367 shares 213,367 $111M 14.52% -2,406 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: 1,142,326 shares; 2024Q4: 1,100,806 shares; 2025Q1: 1,107,891 shares; 2025Q2: 1,102,176 shares; 2025Q3: 1,053,260 shares; 2025Q4: 981,070 shares; 2026Q1: 934,195 shares; 2026Q2: 896,833 shares 896,833 $69.2M 9.01% -37,362 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: 169,672 shares; 2024Q4: 163,861 shares; 2025Q1: 160,931 shares; 2025Q2: 159,159 shares; 2025Q3: 153,972 shares; 2025Q4: 151,108 shares; 2026Q1: 151,801 shares; 2026Q2: 602,670 shares 602,670 $48.6M 6.33% +450,869 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: 37,581 shares; 2024Q4: 50,674 shares; 2025Q1: 53,200 shares; 2025Q2: 54,656 shares; 2025Q3: 59,181 shares; 2025Q4: 66,112 shares; 2026Q1: 67,444 shares; 2026Q2: 65,851 shares 65,851 $48.5M 6.32% -1,593 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,541 shares; 2024Q4: 57,680 shares; 2025Q1: 60,121 shares; 2025Q2: 59,510 shares; 2025Q3: 61,807 shares; 2025Q4: 61,443 shares; 2026Q1: 63,278 shares; 2026Q2: 63,594 shares 63,594 $47.6M 6.2% +316 Timeline SPSB 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: 983,719 shares; 2024Q4: 1,097,638 shares; 2025Q1: 1,165,324 shares; 2025Q2: 1,196,955 shares; 2025Q3: 1,264,431 shares; 2025Q4: 1,355,085 shares; 2026Q1: 1,408,718 shares; 2026Q2: 1,479,226 shares 1,479,226 $44.4M 5.78% +70,508 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: 796,457 shares; 2024Q4: 773,873 shares; 2025Q1: 685,607 shares; 2025Q2: 664,118 shares; 2025Q3: 623,941 shares; 2025Q4: 600,168 shares; 2026Q1: 589,543 shares; 2026Q2: 581,391 shares 581,391 $30.5M 3.97% -8,152 Timeline SPBO 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: 332,446 shares; 2024Q4: 462,865 shares; 2025Q1: 507,662 shares; 2025Q2: 550,623 shares; 2025Q3: 728,621 shares; 2025Q4: 820,153 shares; 2026Q1: 877,107 shares; 2026Q2: 962,946 shares 962,946 $28M 3.64% +85,839 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,695 shares; 2024Q4: 373,813 shares; 2025Q1: 318,527 shares; 2025Q2: 311,453 shares; 2025Q3: 323,056 shares; 2025Q4: 409,041 shares; 2026Q1: 449,664 shares; 2026Q2: 441,461 shares 441,461 $23.5M 3.06% -8,203 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,004 shares; 2024Q4: 142,194 shares; 2025Q1: 157,354 shares; 2025Q2: 158,155 shares; 2025Q3: 162,820 shares; 2025Q4: 182,916 shares; 2026Q1: 194,455 shares; 2026Q2: 198,408 shares 198,408 $20.3M 2.64% +3,953 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,433 shares; 2024Q4: 166,816 shares; 2025Q1: 172,244 shares; 2025Q2: 172,546 shares; 2025Q3: 169,858 shares; 2025Q4: 174,281 shares; 2026Q1: 175,251 shares; 2026Q2: 174,286 shares 174,286 $18.6M 2.42% -965 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: 17,111 shares; 2024Q4: 18,322 shares; 2025Q1: 19,709 shares; 2025Q2: 20,050 shares; 2025Q3: 19,977 shares; 2025Q4: 20,313 shares; 2026Q1: 21,550 shares; 2026Q2: 155,103 shares 155,103 $18.5M 2.42% +133,553 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,687 shares; 2024Q4: 194,924 shares; 2025Q1: 209,599 shares; 2025Q2: 212,874 shares; 2025Q3: 211,923 shares; 2025Q4: 208,383 shares; 2026Q1: 196,741 shares; 2026Q2: 180,464 shares 180,464 $18.5M 2.41% -16,277 Timeline FDM 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: 146,768 shares; 2024Q4: 150,610 shares; 2025Q1: 163,504 shares; 2025Q2: 175,007 shares; 2025Q3: 175,696 shares; 2025Q4: 173,432 shares; 2026Q1: 164,639 shares; 2026Q2: 162,503 shares 162,503 $15.1M 1.97% -2,136 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,701 shares; 2024Q4: 123,993 shares; 2025Q1: 119,976 shares; 2025Q2: 118,513 shares; 2025Q3: 116,059 shares; 2025Q4: 122,417 shares; 2026Q1: 127,826 shares; 2026Q2: 130,414 shares 130,414 $11.8M 1.54% +2,588 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,449 shares; 2024Q4: 189,455 shares; 2025Q1: 160,718 shares; 2025Q2: 156,142 shares; 2025Q3: 144,770 shares; 2025Q4: 115,876 shares; 2026Q1: 106,618 shares; 2026Q2: 105,166 shares 105,166 $11.5M 1.5% -1,452 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: 87,192 shares; 2024Q4: 98,173 shares; 2025Q1: 102,628 shares; 2025Q2: 108,031 shares; 2025Q3: 114,264 shares; 2025Q4: 120,992 shares; 2026Q1: 129,578 shares; 2026Q2: 156,064 shares 156,064 $10.5M 1.36% +26,486 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: 178,096 shares; 2024Q4: 183,268 shares; 2025Q1: 190,871 shares; 2025Q2: 191,615 shares; 2025Q3: 201,305 shares; 2025Q4: 202,744 shares; 2026Q1: 211,861 shares; 2026Q2: 200,285 shares 200,285 $9.9M 1.29% -11,576 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,242 shares; 2024Q4: 61,193 shares; 2025Q1: 60,430 shares; 2025Q2: 58,631 shares; 2025Q3: 56,396 shares; 2025Q4: 52,660 shares; 2026Q1: 51,294 shares; 2026Q2: 47,956 shares 47,956 $9.59M 1.25% -3,338 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: 77,322 shares; 2024Q4: 96,037 shares; 2025Q1: 102,617 shares; 2025Q2: 110,400 shares; 2025Q3: 119,430 shares; 2025Q4: 136,262 shares; 2026Q1: 161,507 shares; 2026Q2: 163,513 shares 163,513 $9.43M 1.23% +2,006 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,111 shares; 2024Q4: 46,160 shares; 2025Q1: 51,416 shares; 2025Q2: 50,319 shares; 2025Q3: 50,968 shares; 2025Q4: 75,370 shares; 2026Q1: 95,768 shares; 2026Q2: 89,482 shares 89,482 $9.24M 1.2% -6,286 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,199 shares; 2024Q4: 7,222 shares; 2025Q1: 7,065 shares; 2025Q2: 6,838 shares; 2025Q3: 6,431 shares; 2025Q4: 8,773 shares; 2026Q1: 22,609 shares; 2026Q2: 25,192 shares 25,192 $7.63M 0.99% +2,583 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,048 shares; 2024Q4: 225,079 shares; 2025Q1: 206,257 shares; 2025Q2: 197,382 shares; 2025Q3: 186,406 shares; 2025Q4: 176,300 shares; 2026Q1: 157,651 shares; 2026Q2: 151,996 shares 151,996 $7.49M 0.98% -5,655 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,141 shares; 2024Q4: 225,053 shares; 2025Q1: 218,022 shares; 2025Q2: 215,636 shares; 2025Q3: 215,087 shares; 2025Q4: 225,694 shares; 2026Q1: 219,433 shares; 2026Q2: 202,394 shares 202,394 $7.34M 0.96% -17,039 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,471 shares; 2024Q4: 104,963 shares; 2025Q1: 119,740 shares; 2025Q2: 126,044 shares; 2025Q3: 126,519 shares; 2025Q4: 151,880 shares; 2026Q1: 156,798 shares; 2026Q2: 150,290 shares 150,290 $7.28M 0.95% -6,508 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: 10,368 shares; 2024Q4: 9,574 shares; 2025Q1: 9,225 shares; 2025Q2: 9,191 shares; 2025Q3: 8,814 shares; 2025Q4: 8,763 shares; 2026Q1: 8,791 shares; 2026Q2: 9,232 shares 9,232 $6.89M 0.9% +441 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: 59,999 shares; 2024Q4: 59,120 shares; 2025Q1: 58,829 shares; 2025Q2: 56,971 shares; 2025Q3: 50,843 shares; 2025Q4: 48,840 shares; 2026Q1: 48,300 shares; 2026Q2: 46,150 shares 46,150 $6.84M 0.89% -2,150 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,656 shares; 2024Q4: 87,184 shares; 2025Q1: 91,537 shares; 2025Q2: 92,313 shares; 2025Q3: 107,135 shares; 2025Q4: 126,506 shares; 2026Q1: 131,543 shares; 2026Q2: 135,858 shares 135,858 $5.98M 0.78% +4,315 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: 170,731 shares; 2024Q4: 166,256 shares; 2025Q1: 147,492 shares; 2025Q2: 143,502 shares; 2025Q3: 136,113 shares; 2025Q4: 118,089 shares; 2026Q1: 116,643 shares; 2026Q2: 115,540 shares 115,540 $5.85M 0.76% -1,103 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,223 shares; 2024Q4: 14,929 shares; 2025Q1: 14,844 shares; 2025Q2: 17,215 shares; 2025Q3: 22,584 shares; 2025Q4: 26,044 shares; 2026Q1: 27,983 shares; 2026Q2: 29,721 shares 29,721 $5.42M 0.71% +1,738 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,798 shares; 2024Q4: 54,938 shares; 2025Q1: 53,984 shares; 2025Q2: 51,941 shares; 2025Q3: 53,562 shares; 2025Q4: 53,531 shares; 2026Q1: 53,063 shares; 2026Q2: 52,304 shares 52,304 $5.35M 0.7% -759 Timeline JPIB 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: 10,236 shares; 2025Q4: 79,072 shares; 2026Q1: 93,800 shares; 2026Q2: 103,507 shares 103,507 $5M 0.65% +9,707 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,746 shares; 2024Q4: 27,777 shares; 2025Q1: 39,288 shares; 2025Q2: 39,441 shares; 2025Q3: 43,646 shares; 2025Q4: 45,599 shares; 2026Q1: 45,814 shares; 2026Q2: 44,810 shares 44,810 $4.91M 0.64% -1,004 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: 65,504 shares; 2024Q4: 70,783 shares; 2025Q1: 72,387 shares; 2025Q2: 71,015 shares; 2025Q3: 59,194 shares; 2025Q4: 46,234 shares; 2026Q1: 44,755 shares; 2026Q2: 44,980 shares 44,980 $4.84M 0.63% +225 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,207 shares; 2024Q4: 29,598 shares; 2025Q1: 28,886 shares; 2025Q2: 30,810 shares; 2025Q3: 32,869 shares; 2025Q4: 36,163 shares; 2026Q1: 40,106 shares; 2026Q2: 42,293 shares 42,293 $4M 0.52% +2,187 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: 45,438 shares; 2024Q4: 45,127 shares; 2025Q1: 43,936 shares; 2025Q2: 42,288 shares; 2025Q3: 41,977 shares; 2025Q4: 41,464 shares; 2026Q1: 41,464 shares; 2026Q2: 40,459 shares 40,459 $3.9M 0.51% -1,005 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: 7,691 shares; 2024Q4: 10,650 shares; 2025Q1: 17,889 shares; 2025Q2: 22,703 shares; 2025Q3: 33,159 shares; 2025Q4: 40,828 shares; 2026Q1: 43,766 shares; 2026Q2: 51,203 shares 51,203 $3.87M 0.5% +7,437 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,049 shares; 2024Q4: 151,249 shares; 2025Q1: 143,905 shares; 2025Q2: 137,067 shares; 2025Q3: 118,522 shares; 2025Q4: 79,053 shares; 2026Q1: 72,387 shares; 2026Q2: 71,606 shares 71,606 $3.46M 0.45% -781 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,511 shares; 2024Q4: 31,981 shares; 2025Q1: 41,708 shares; 2025Q2: 46,132 shares; 2025Q3: 52,294 shares; 2025Q4: 57,284 shares; 2026Q1: 61,463 shares; 2026Q2: 69,802 shares 69,802 $3.45M 0.45% +8,339 Timeline FMB 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: 122,323 shares; 2024Q4: 124,323 shares; 2025Q1: 124,251 shares; 2025Q2: 124,613 shares; 2025Q3: 113,635 shares; 2025Q4: 64,926 shares; 2026Q1: 63,546 shares; 2026Q2: 63,304 shares 63,304 $3.25M 0.42% -242 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: 23,477 shares; 2024Q4: 26,567 shares; 2025Q1: 28,013 shares; 2025Q2: 25,893 shares; 2025Q3: 27,067 shares; 2025Q4: 31,125 shares; 2026Q1: 31,944 shares; 2026Q2: 33,659 shares 33,659 $3.25M 0.42% +1,715 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,934 shares; 2024Q4: 37,501 shares; 2025Q1: 37,741 shares; 2025Q2: 37,458 shares; 2025Q3: 35,893 shares; 2025Q4: 35,888 shares; 2026Q1: 36,111 shares; 2026Q2: 36,356 shares 36,356 $2.82M 0.37% +245 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: 6,863 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 8,465 shares; 2025Q3: 8,451 shares; 2025Q4: 8,322 shares; 2026Q1: 8,322 shares; 2026Q2: 8,401 shares 8,401 $2.43M 0.32% +79 Timeline XSD 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: 4,984 shares; 2024Q4: 4,594 shares; 2025Q1: 4,467 shares; 2025Q2: 4,448 shares; 2025Q3: 4,197 shares; 2025Q4: 4,151 shares; 2026Q1: 4,091 shares; 2026Q2: 3,858 shares 3,858 $2.41M 0.31% -233 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,669 shares; 2024Q4: 6,923 shares; 2025Q1: 6,713 shares; 2025Q2: 6,713 shares; 2025Q3: 7,415 shares; 2025Q4: 7,135 shares; 2026Q1: 9,011 shares; 2026Q2: 23,489 shares 23,489 $2.33M 0.3% +14,478 Timeline COMT 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: 51,854 shares; 2024Q4: 66,568 shares; 2025Q1: 70,171 shares; 2025Q2: 71,257 shares; 2025Q3: 71,670 shares; 2025Q4: 71,620 shares; 2026Q1: 61,324 shares; 2026Q2: 60,946 shares 60,946 $1.85M 0.24% -378 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: 18,480 shares; 2024Q4: 55,255 shares; 2025Q1: 54,910 shares; 2025Q2: 54,659 shares; 2025Q3: 50,821 shares; 2025Q4: 49,504 shares; 2026Q1: 48,623 shares; 2026Q2: 48,291 shares 48,291 $1.78M 0.23% -332 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887,159 shares; 2024Q4: 32,113 shares; 2025Q1: 33,524 shares; 2025Q2: 34,017 shares; 2025Q3: 33,139 shares; 2025Q4: 30,540 shares; 2026Q1: 28,859 shares; 2026Q2: 29,175 shares 29,175 $1.64M 0.21% +316 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,266 shares; 2024Q4: 11,407 shares; 2025Q1: 12,713 shares; 2025Q2: 13,862 shares; 2025Q3: 16,997 shares; 2025Q4: 37,092 shares; 2026Q1: 53,264 shares; 2026Q2: 57,194 shares 57,194 $1.58M 0.21% +3,930 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,996 shares; 2024Q4: 71,499 shares; 2025Q1: 71,559 shares; 2025Q2: 71,560 shares; 2025Q3: 70,722 shares; 2025Q4: 72,014 shares; 2026Q1: 70,297 shares; 2026Q2: 59,649 shares 59,649 $1.58M 0.21% -10,648 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,966 shares; 2025Q2: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares; 2026Q2: 3,001 shares 3,001 $1.5M 0.2% -65 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY 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: not reported; 2025Q3: 3,631 shares; 2025Q4: 13,042 shares; 2026Q1: 13,599 shares; 2026Q2: 15,955 shares 15,955 $1.48M 0.19% +2,356 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,076 shares; 2024Q4: 11,709 shares; 2025Q1: 11,709 shares; 2025Q2: 11,663 shares; 2025Q3: 11,493 shares; 2025Q4: 11,493 shares; 2026Q1: 11,493 shares; 2026Q2: 11,493 shares 11,493 $1.38M 0.18% 0 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: 9,754 shares; 2024Q4: 9,777 shares; 2025Q1: 9,777 shares; 2025Q2: 9,794 shares; 2025Q3: 12,593 shares; 2025Q4: 17,706 shares; 2026Q1: 22,608 shares; 2026Q2: 22,848 shares 22,848 $1.33M 0.17% +240 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: not reported; 2025Q3: not reported; 2025Q4: 14,521 shares; 2026Q1: 20,223 shares; 2026Q2: 33,375 shares 33,375 $1.31M 0.17% +13,152 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: 16,481 shares; 2024Q4: 16,319 shares; 2025Q1: 16,403 shares; 2025Q2: 14,983 shares; 2025Q3: 15,333 shares; 2025Q4: 15,982 shares; 2026Q1: 16,622 shares; 2026Q2: 13,254 shares 13,254 $1.2M 0.16% -3,368 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: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,002 shares; 2025Q2: 12,003 shares; 2025Q3: 12,011 shares; 2025Q4: 12,012 shares; 2026Q1: 12,408 shares; 2026Q2: 12,288 shares 12,288 $1.18M 0.15% -120 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,126 shares; 2025Q4: 66,126 shares; 2026Q1: 66,126 shares; 2026Q2: 127,483 shares 127,483 $1.03M 0.13% +61,357 Timeline IEUR 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: 8,402 shares; 2025Q4: 9,008 shares; 2026Q1: 12,806 shares; 2026Q2: 13,396 shares 13,396 $1.01M 0.13% +590 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: 8,293 shares; 2024Q4: 8,293 shares; 2025Q1: 9,368 shares; 2025Q2: 8,599 shares; 2025Q3: 8,340 shares; 2025Q4: 8,283 shares; 2026Q1: 8,284 shares; 2026Q2: 8,244 shares 8,244 $934K 0.12% -40 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: 3,381 shares; 2024Q4: 3,207 shares; 2025Q1: 3,068 shares; 2025Q2: 2,877 shares; 2025Q3: 2,777 shares; 2025Q4: 2,627 shares; 2026Q1: 2,637 shares; 2026Q2: 2,667 shares 2,667 $873K 0.11% +30 Timeline MOO 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: 12,384 shares; 2024Q4: 11,655 shares; 2025Q1: 11,505 shares; 2025Q2: 11,152 shares; 2025Q3: 11,145 shares; 2025Q4: 10,800 shares; 2026Q1: 10,397 shares; 2026Q2: 10,179 shares 10,179 $806K 0.11% -218 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: 1,890 shares; 2026Q1: 3,180 shares; 2026Q2: 4,105 shares 4,105 $787K 0.1% +925 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: 1,698 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,698 shares; 2025Q3: 1,644 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares; 2026Q2: 2,022 shares 2,022 $754K 0.1% +313 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,720 shares; 2026Q1: 7,755 shares; 2026Q2: 7,625 shares 7,625 $735K 0.1% -130 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: 9,697 shares; 2024Q4: 8,498 shares; 2025Q1: 8,459 shares; 2025Q2: 8,313 shares; 2025Q3: 8,012 shares; 2025Q4: 8,239 shares; 2026Q1: 8,039 shares; 2026Q2: 8,280 shares 8,280 $686K 0.09% +241 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: 16,293 shares; 2024Q4: 15,142 shares; 2025Q1: 15,142 shares; 2025Q2: 14,445 shares; 2025Q3: 13,953 shares; 2025Q4: 13,401 shares; 2026Q1: 9,635 shares; 2026Q2: 9,554 shares 9,554 $645K 0.08% -81 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: 2,543 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,508 shares; 2025Q3: 2,508 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares; 2026Q2: 2,658 shares 2,658 $633K 0.08% +85 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: 2,254 shares; 2024Q4: 2,171 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,115 shares; 2025Q4: 2,058 shares; 2026Q1: 2,006 shares; 2026Q2: 1,879 shares 1,879 $591K 0.08% -127 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,513 shares; 2026Q1: 2,513 shares; 2026Q2: 2,649 shares 2,649 $530K 0.07% +136 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,748 shares; 2025Q4: 8,573 shares; 2026Q1: 8,588 shares; 2026Q2: 8,898 shares 8,898 $491K 0.06% +310 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: 1,776 shares; 2024Q4: 1,719 shares; 2025Q1: 1,678 shares; 2025Q2: 1,596 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,882 shares 1,882 $478K 0.06% +318 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,569 shares; 2025Q4: 4,664 shares; 2026Q1: 5,613 shares; 2026Q2: 7,302 shares 7,302 $472K 0.06% +1,689 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 11,414 shares; 2025Q4: 11,414 shares; 2026Q1: 11,314 shares; 2026Q2: 10,223 shares 10,223 $450K 0.06% -1,091 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: 3,523 shares; 2024Q4: 3,677 shares; 2025Q1: 4,653 shares; 2025Q2: 6,846 shares; 2025Q3: 6,867 shares; 2025Q4: 6,646 shares; 2026Q1: 6,811 shares; 2026Q2: 6,713 shares 6,713 $446K 0.06% -98 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $439K 0.06% new Timeline IEI 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: 1,926 shares; 2025Q2: 1,962 shares; 2025Q3: 3,662 shares; 2025Q4: 3,662 shares; 2026Q1: 3,733 shares; 2026Q2: 3,733 shares 3,733 $438K 0.06% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,304 shares; 2024Q4: 11,404 shares; 2025Q1: 11,404 shares; 2025Q2: 11,404 shares; 2025Q3: 10,989 shares; 2025Q4: 10,989 shares; 2026Q1: 8,410 shares; 2026Q2: 8,410 shares 8,410 $438K 0.06% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,695 shares; 2025Q3: 1,732 shares; 2025Q4: 1,733 shares; 2026Q1: 1,733 shares; 2026Q2: 1,733 shares 1,733 $436K 0.06% 0 Timeline IPAC 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: 3,357 shares; 2025Q4: 3,750 shares; 2026Q1: 4,534 shares; 2026Q2: 5,045 shares 5,045 $413K 0.05% +511 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: 661 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $372K 0.05% 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: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares; 2026Q2: 4,668 shares 4,668 $350K 0.05% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 866 shares 866 $327K 0.04% +29 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,278 shares; 2025Q4: 5,278 shares; 2026Q1: 5,396 shares; 2026Q2: 5,542 shares 5,542 $327K 0.04% +146 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,258 shares; 2025Q4: 8,620 shares; 2026Q1: 10,773 shares; 2026Q2: 12,722 shares 12,722 $325K 0.04% +1,949 Timeline ELD 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: 11,422 shares; 2026Q1: 11,925 shares; 2026Q2: 11,231 shares 11,231 $322K 0.04% -694 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: 1,122 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,109 shares 1,109 $300K 0.04% +10 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: 5,559 shares; 2026Q1: 5,559 shares; 2026Q2: 5,559 shares 5,559 $296K 0.04% 0 Timeline AOA 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: 2,441 shares; 2025Q3: 2,467 shares; 2025Q4: 2,886 shares; 2026Q1: 2,960 shares; 2026Q2: 2,930 shares 2,930 $286K 0.04% -30 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,971 shares; 2024Q4: 10,971 shares; 2025Q1: 9,127 shares; 2025Q2: 9,127 shares; 2025Q3: 9,127 shares; 2025Q4: 9,127 shares; 2026Q1: 9,127 shares; 2026Q2: 9,127 shares 9,127 $261K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,783 shares; 2024Q4: 2,783 shares; 2025Q1: 2,783 shares; 2025Q2: 2,783 shares; 2025Q3: 2,783 shares; 2025Q4: 1,744 shares; 2026Q1: 1,754 shares; 2026Q2: 1,865 shares 1,865 $255K 0.03% +111 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $253K 0.03% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: not reported; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $244K 0.03% 0 Timeline SHY 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: 2,493 shares; 2025Q2: 2,591 shares; 2025Q3: 2,557 shares; 2025Q4: 2,657 shares; 2026Q1: 2,861 shares; 2026Q2: 2,915 shares 2,915 $239K 0.03% +54 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 647 shares 647 $231K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares; 2026Q1: not reported; 2026Q2: 776 shares 776 $218K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 969 shares 969 $211K 0.03% new Timeline