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: 145,369 shares; 2024Q4: 152,720 shares; 2025Q1: not loaded; 2025Q2: 172,043 shares; 2025Q3: 179,687 shares; 2025Q4: 193,440 shares; 2026Q1: 206,674 shares; 2026Q2: 218,720 shares 218,720 $28M 8% +12,046 Timeline VONV 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: 108,512 shares; 2024Q4: 117,774 shares; 2025Q1: not loaded; 2025Q2: 140,557 shares; 2025Q3: 148,681 shares; 2025Q4: 165,971 shares; 2026Q1: 173,975 shares; 2026Q2: 181,373 shares 181,373 $19.3M 5.52% +7,398 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: 76,126 shares; 2024Q4: 80,805 shares; 2025Q1: not loaded; 2025Q2: 95,643 shares; 2025Q3: 115,200 shares; 2025Q4: 158,063 shares; 2026Q1: 216,425 shares; 2026Q2: 234,045 shares 234,045 $16.7M 4.77% +17,620 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: 57,913 shares; 2024Q4: 84,795 shares; 2025Q1: not loaded; 2025Q2: 123,028 shares; 2025Q3: 137,467 shares; 2025Q4: 170,820 shares; 2026Q1: 159,393 shares; 2026Q2: 158,730 shares 158,730 $15.7M 4.5% -663 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: 75,888 shares; 2024Q4: 79,789 shares; 2025Q1: not loaded; 2025Q2: 94,061 shares; 2025Q3: 103,469 shares; 2025Q4: 141,387 shares; 2026Q1: 191,869 shares; 2026Q2: 206,771 shares 206,771 $12.3M 3.53% +14,902 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: 24,865 shares; 2024Q4: 25,507 shares; 2025Q1: not loaded; 2025Q2: 26,508 shares; 2025Q3: 27,897 shares; 2025Q4: 28,993 shares; 2026Q1: 29,184 shares; 2026Q2: 29,356 shares 29,356 $10.9M 3.11% +172 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: 91,782 shares; 2024Q4: 97,968 shares; 2025Q1: not loaded; 2025Q2: 111,090 shares; 2025Q3: 117,112 shares; 2025Q4: 124,428 shares; 2026Q1: 127,341 shares; 2026Q2: 133,243 shares 133,243 $10.3M 2.94% +5,902 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,595 shares; 2024Q4: 195,590 shares; 2025Q1: not loaded; 2025Q2: 262,507 shares; 2025Q3: 261,685 shares; 2025Q4: 258,447 shares; 2026Q1: 249,738 shares; 2026Q2: 246,074 shares 246,074 $7.8M 2.23% -3,664 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,198 shares; 2024Q4: 40,925 shares; 2025Q1: not loaded; 2025Q2: 55,740 shares; 2025Q3: 55,958 shares; 2025Q4: 97,550 shares; 2026Q1: 142,546 shares; 2026Q2: 165,388 shares 165,388 $7.74M 2.22% +22,842 Timeline FDIV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229,959 shares; 2024Q4: 251,059 shares; 2025Q1: not loaded; 2025Q2: 278,911 shares; 2025Q3: 281,959 shares; 2025Q4: 284,997 shares; 2026Q1: 267,483 shares; 2026Q2: 276,563 shares 276,563 $7.68M 2.2% +9,080 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,986 shares; 2026Q1: 303,697 shares; 2026Q2: 327,477 shares 327,477 $7.46M 2.14% +23,780 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,403 shares; 2024Q4: 72,193 shares; 2025Q1: not loaded; 2025Q2: 81,602 shares; 2025Q3: 87,381 shares; 2025Q4: 91,535 shares; 2026Q1: 97,125 shares; 2026Q2: 101,283 shares 101,283 $7.32M 2.1% +4,158 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: 7,880 shares; 2024Q4: 7,803 shares; 2025Q1: not loaded; 2025Q2: 10,037 shares; 2025Q3: not reported; 2025Q4: 9,254 shares; 2026Q1: 9,723 shares; 2026Q2: 9,304 shares 9,304 $6.85M 1.96% -419 Timeline FMTM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 54,315 shares; 2025Q3: 62,182 shares; 2025Q4: 100,330 shares; 2026Q1: 146,482 shares; 2026Q2: 152,820 shares 152,820 $6.67M 1.91% +6,338 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: 6,458 shares; 2024Q4: 7,531 shares; 2025Q1: not loaded; 2025Q2: 10,611 shares; 2025Q3: 8,796 shares; 2025Q4: 8,599 shares; 2026Q1: 8,320 shares; 2026Q2: 8,479 shares 8,479 $6.33M 1.81% +159 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: 5,038 shares; 2024Q4: 6,583 shares; 2025Q1: not loaded; 2025Q2: 5,970 shares; 2025Q3: 8,615 shares; 2025Q4: 9,389 shares; 2026Q1: 11,004 shares; 2026Q2: 11,834 shares 11,834 $5.92M 1.7% +830 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: 27,649 shares; 2024Q4: 29,261 shares; 2025Q1: not loaded; 2025Q2: 34,443 shares; 2025Q3: 35,784 shares; 2025Q4: 37,559 shares; 2026Q1: 36,791 shares; 2026Q2: 38,279 shares 38,279 $5.68M 1.63% +1,488 Timeline SCHI 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: 28,004 shares; 2024Q4: 64,276 shares; 2025Q1: not loaded; 2025Q2: 111,809 shares; 2025Q3: 112,032 shares; 2025Q4: 147,706 shares; 2026Q1: 194,087 shares; 2026Q2: 225,877 shares 225,877 $5.11M 1.46% +31,790 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: 10,066 shares; 2024Q4: 8,860 shares; 2025Q1: not loaded; 2025Q2: 8,367 shares; 2025Q3: 9,052 shares; 2025Q4: 7,850 shares; 2026Q1: 6,466 shares; 2026Q2: 6,470 shares 6,470 $4.44M 1.27% +4 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: 13,335 shares; 2024Q4: 18,305 shares; 2025Q1: not loaded; 2025Q2: 16,964 shares; 2025Q3: 15,998 shares; 2025Q4: 14,417 shares; 2026Q1: 14,344 shares; 2026Q2: 14,927 shares 14,927 $4.32M 1.24% +583 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,650 shares; 2024Q4: 49,680 shares; 2025Q1: not loaded; 2025Q2: 53,812 shares; 2025Q3: 65,675 shares; 2025Q4: 68,032 shares; 2026Q1: 54,988 shares; 2026Q2: 54,282 shares 54,282 $4.23M 1.21% -706 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,054 shares; 2024Q4: 55,667 shares; 2025Q1: not loaded; 2025Q2: 61,539 shares; 2025Q3: 81,132 shares; 2025Q4: 91,420 shares; 2026Q1: 80,669 shares; 2026Q2: 80,939 shares 80,939 $4.09M 1.17% +270 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,800 shares; 2025Q1: not loaded; 2025Q2: 19,399 shares; 2025Q3: 48,528 shares; 2025Q4: 46,989 shares; 2026Q1: 33,626 shares; 2026Q2: 43,985 shares 43,985 $4.03M 1.15% +10,359 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: 20,539 shares; 2024Q4: 22,756 shares; 2025Q1: not loaded; 2025Q2: 20,619 shares; 2025Q3: 21,089 shares; 2025Q4: 16,996 shares; 2026Q1: 15,056 shares; 2026Q2: 14,459 shares 14,459 $3.42M 0.98% -597 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,338 shares; 2024Q4: 52,504 shares; 2025Q1: not loaded; 2025Q2: 57,654 shares; 2025Q3: 61,412 shares; 2025Q4: 61,710 shares; 2026Q1: 61,691 shares; 2026Q2: 62,137 shares 62,137 $3.27M 0.94% +446 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: 10,788 shares; 2024Q4: 12,137 shares; 2025Q1: not loaded; 2025Q2: 19,383 shares; 2025Q3: 22,842 shares; 2025Q4: 38,308 shares; 2026Q1: 55,864 shares; 2026Q2: 62,287 shares 62,287 $3.09M 0.88% +6,423 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,899 shares; 2024Q4: 67,313 shares; 2025Q1: not loaded; 2025Q2: 79,075 shares; 2025Q3: 98,050 shares; 2025Q4: 102,097 shares; 2026Q1: 66,361 shares; 2026Q2: 63,655 shares 63,655 $3M 0.86% -2,706 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,925 shares; 2024Q4: 18,322 shares; 2025Q1: not loaded; 2025Q2: 22,056 shares; 2025Q3: 22,786 shares; 2025Q4: 27,814 shares; 2026Q1: 28,652 shares; 2026Q2: 31,131 shares 31,131 $2.91M 0.83% +2,479 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: 4,283 shares; 2024Q4: 4,581 shares; 2025Q1: not loaded; 2025Q2: 5,961 shares; 2025Q3: 6,122 shares; 2025Q4: 5,846 shares; 2026Q1: 13,084 shares; 2026Q2: 13,257 shares 13,257 $2.82M 0.81% +173 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,056 shares; 2026Q1: 100,618 shares; 2026Q2: 96,147 shares 96,147 $2.81M 0.81% -4,471 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,026 shares; 2024Q4: 15,045 shares; 2025Q1: not loaded; 2025Q2: 15,429 shares; 2025Q3: 15,262 shares; 2025Q4: 15,299 shares; 2026Q1: 16,508 shares; 2026Q2: 16,534 shares 16,534 $2.67M 0.76% +26 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 78,747 shares; 2025Q3: 77,964 shares; 2025Q4: 83,294 shares; 2026Q1: 98,078 shares; 2026Q2: 101,763 shares 101,763 $2.67M 0.76% +3,685 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,361 shares; 2026Q2: 34,822 shares 34,822 $2.64M 0.75% -539 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: 21,666 shares; 2024Q4: 22,018 shares; 2025Q1: not loaded; 2025Q2: 20,867 shares; 2025Q3: 21,749 shares; 2025Q4: 22,165 shares; 2026Q1: 22,114 shares; 2026Q2: 25,315 shares 25,315 $2.44M 0.7% +3,201 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares; 2026Q1: 29,077 shares; 2026Q2: 30,901 shares 30,901 $2.44M 0.7% +1,824 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,022 shares; 2024Q4: 32,863 shares; 2025Q1: not loaded; 2025Q2: 33,043 shares; 2025Q3: 41,908 shares; 2025Q4: 47,314 shares; 2026Q1: 51,123 shares; 2026Q2: 51,415 shares 51,415 $2.35M 0.67% +292 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,752 shares; 2024Q4: 11,360 shares; 2025Q1: not loaded; 2025Q2: 13,518 shares; 2025Q3: 13,895 shares; 2025Q4: 13,800 shares; 2026Q1: 14,969 shares; 2026Q2: 21,528 shares 21,528 $2.35M 0.67% +6,559 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,148 shares; 2025Q1: not loaded; 2025Q2: 2,859 shares; 2025Q3: 2,691 shares; 2025Q4: 2,608 shares; 2026Q1: 2,485 shares; 2026Q2: 2,199 shares 2,199 $2.34M 0.67% -286 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: 2,670 shares; 2024Q4: 5,564 shares; 2025Q1: not loaded; 2025Q2: 5,819 shares; 2025Q3: 5,957 shares; 2025Q4: 5,879 shares; 2026Q1: 6,129 shares; 2026Q2: 6,081 shares 6,081 $2.27M 0.65% -48 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: 15,789 shares; 2024Q4: 19,641 shares; 2025Q1: not loaded; 2025Q2: 21,479 shares; 2025Q3: 22,378 shares; 2025Q4: 18,260 shares; 2026Q1: 15,555 shares; 2026Q2: 13,777 shares 13,777 $2.18M 0.62% -1,778 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: 42,163 shares; 2024Q4: 98,415 shares; 2025Q1: not loaded; 2025Q2: 75,562 shares; 2025Q3: 74,947 shares; 2025Q4: 67,090 shares; 2026Q1: 63,245 shares; 2026Q2: 58,192 shares 58,192 $2.15M 0.61% -5,053 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: 4,594 shares; 2024Q4: 4,988 shares; 2025Q1: not loaded; 2025Q2: 5,820 shares; 2025Q3: 5,999 shares; 2025Q4: 6,130 shares; 2026Q1: 7,176 shares; 2026Q2: 10,375 shares 10,375 $2.08M 0.59% +3,199 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 20,388 shares; 2025Q3: 20,363 shares; 2025Q4: 20,302 shares; 2026Q1: 20,234 shares; 2026Q2: 20,246 shares 20,246 $1.93M 0.55% +12 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: 1,329 shares; 2024Q4: 1,330 shares; 2025Q1: not loaded; 2025Q2: 1,350 shares; 2025Q3: 1,427 shares; 2025Q4: 1,456 shares; 2026Q1: 1,502 shares; 2026Q2: 1,580 shares 1,580 $1.89M 0.54% +78 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,602 shares; 2026Q1: 17,563 shares; 2026Q2: 61,750 shares 61,750 $1.89M 0.54% +44,187 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: 2,052 shares; 2024Q4: 2,767 shares; 2025Q1: not loaded; 2025Q2: 4,777 shares; 2025Q3: 4,708 shares; 2025Q4: 4,349 shares; 2026Q1: 5,260 shares; 2026Q2: 5,228 shares 5,228 $1.85M 0.53% -32 Timeline HFND TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,514 shares; 2026Q1: 123,777 shares; 2026Q2: 75,272 shares 75,272 $1.85M 0.53% -48,505 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 11,395 shares; 2025Q1: not loaded; 2025Q2: 11,337 shares; 2025Q3: 12,078 shares; 2025Q4: 10,834 shares; 2026Q1: 8,689 shares; 2026Q2: 8,951 shares 8,951 $1.7M 0.49% +262 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: 7,602 shares; 2024Q4: 9,507 shares; 2025Q1: not loaded; 2025Q2: 4,584 shares; 2025Q3: 4,687 shares; 2025Q4: 5,161 shares; 2026Q1: 5,244 shares; 2026Q2: 4,595 shares 4,595 $1.69M 0.48% -649 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: 5,081 shares; 2024Q4: 7,662 shares; 2025Q1: not loaded; 2025Q2: 7,529 shares; 2025Q3: 7,474 shares; 2025Q4: 6,313 shares; 2026Q1: 6,668 shares; 2026Q2: 7,098 shares 7,098 $1.69M 0.48% +430 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,244 shares; 2026Q2: 8,208 shares 8,208 $1.57M 0.45% +964 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,995 shares; 2026Q2: 60,203 shares 60,203 $1.56M 0.45% +11,208 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,640 shares; 2024Q4: 14,731 shares; 2025Q1: not loaded; 2025Q2: 14,961 shares; 2025Q3: 17,204 shares; 2025Q4: 15,358 shares; 2026Q1: 15,195 shares; 2026Q2: 15,943 shares 15,943 $1.46M 0.42% +748 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 5,405 shares; 2025Q1: not loaded; 2025Q2: 22,252 shares; 2025Q3: 24,155 shares; 2025Q4: 35,053 shares; 2026Q1: 21,738 shares; 2026Q2: 19,559 shares 19,559 $1.44M 0.41% -2,179 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: 13,227 shares; 2024Q4: 13,357 shares; 2025Q1: not loaded; 2025Q2: 12,742 shares; 2025Q3: 13,327 shares; 2025Q4: 13,362 shares; 2026Q1: 13,294 shares; 2026Q2: 17,191 shares 17,191 $1.42M 0.41% +3,897 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,433 shares; 2024Q4: 10,073 shares; 2025Q1: not loaded; 2025Q2: 10,189 shares; 2025Q3: 10,223 shares; 2025Q4: 10,949 shares; 2026Q1: 12,614 shares; 2026Q2: 12,564 shares 12,564 $1.39M 0.4% -50 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,330 shares; 2024Q4: 26,160 shares; 2025Q1: not loaded; 2025Q2: 17,363 shares; 2025Q3: 16,515 shares; 2025Q4: 22,758 shares; 2026Q1: 28,051 shares; 2026Q2: 29,530 shares 29,530 $1.38M 0.4% +1,479 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: 15,839 shares; 2024Q4: 16,468 shares; 2025Q1: not loaded; 2025Q2: 7,470 shares; 2025Q3: 7,598 shares; 2025Q4: 9,771 shares; 2026Q1: 12,390 shares; 2026Q2: 16,600 shares 16,600 $1.36M 0.39% +4,210 Timeline GRPM 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: 10,384 shares; 2024Q4: 10,397 shares; 2025Q1: not loaded; 2025Q2: 9,720 shares; 2025Q3: 9,746 shares; 2025Q4: 9,753 shares; 2026Q1: 9,771 shares; 2026Q2: 9,786 shares 9,786 $1.27M 0.36% +15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,224 shares; 2024Q4: 6,967 shares; 2025Q1: not loaded; 2025Q2: 5,135 shares; 2025Q3: 5,044 shares; 2025Q4: 4,072 shares; 2026Q1: 4,248 shares; 2026Q2: 4,167 shares 4,167 $1.26M 0.36% -81 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: 1,725 shares; 2024Q4: 1,333 shares; 2025Q1: not loaded; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,274 shares; 2026Q1: 1,287 shares; 2026Q2: 1,612 shares 1,612 $1.21M 0.35% +325 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,045 shares 13,045 $1.17M 0.34% new 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: 942 shares; 2024Q4: 3,938 shares; 2025Q1: not loaded; 2025Q2: 3,818 shares; 2025Q3: 4,110 shares; 2025Q4: 4,225 shares; 2026Q1: 3,774 shares; 2026Q2: 3,298 shares 3,298 $1.13M 0.32% -476 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: 3,015 shares; 2024Q4: 3,657 shares; 2025Q1: not loaded; 2025Q2: 3,908 shares; 2025Q3: 3,597 shares; 2025Q4: 2,477 shares; 2026Q1: 3,238 shares; 2026Q2: 3,108 shares 3,108 $1.11M 0.32% -130 Timeline QVMT 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: 15,883 shares; 2024Q4: 15,937 shares; 2025Q1: not loaded; 2025Q2: 15,481 shares; 2025Q3: 15,480 shares; 2025Q4: 15,452 shares; 2026Q1: 15,540 shares; 2026Q2: 15,583 shares 15,583 $1.09M 0.31% +43 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,096 shares; 2026Q2: 37,543 shares 37,543 $1.08M 0.31% -553 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: 12,860 shares; 2024Q4: 13,129 shares; 2025Q1: not loaded; 2025Q2: 13,282 shares; 2025Q3: 13,420 shares; 2025Q4: 13,723 shares; 2026Q1: 13,779 shares; 2026Q2: 11,742 shares 11,742 $1.08M 0.31% -2,037 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares; 2026Q2: 3,745 shares 3,745 $1.06M 0.3% +81 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: 10,511 shares; 2024Q4: 7,629 shares; 2025Q1: not loaded; 2025Q2: 7,023 shares; 2025Q3: 9,082 shares; 2025Q4: 8,191 shares; 2026Q1: 9,635 shares; 2026Q2: 13,597 shares 13,597 $1.03M 0.29% +3,962 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,476 shares; 2026Q2: 17,058 shares 17,058 $1.02M 0.29% +1,582 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,728 shares; 2026Q2: 20,894 shares 20,894 $1.01M 0.29% +166 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,702 shares; 2026Q2: 14,703 shares 14,703 $989K 0.28% +1 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: 14,409 shares; 2024Q4: 11,789 shares; 2025Q1: not loaded; 2025Q2: 10,225 shares; 2025Q3: 10,295 shares; 2025Q4: 10,334 shares; 2026Q1: 10,707 shares; 2026Q2: 10,037 shares 10,037 $968K 0.28% -670 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,866 shares; 2026Q2: 28,916 shares 28,916 $966K 0.28% -11,950 Timeline POWR 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,205 shares; 2026Q2: 34,431 shares 34,431 $963K 0.28% -4,774 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: 11,636 shares; 2024Q4: 12,397 shares; 2025Q1: not loaded; 2025Q2: 11,128 shares; 2025Q3: 11,499 shares; 2025Q4: 11,541 shares; 2026Q1: 11,556 shares; 2026Q2: 12,552 shares 12,552 $940K 0.27% +996 Timeline USHY 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 loaded; 2025Q2: 22,191 shares; 2025Q3: 22,822 shares; 2025Q4: 22,425 shares; 2026Q1: 23,969 shares; 2026Q2: 25,030 shares 25,030 $927K 0.27% +1,061 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: 1,796 shares; 2024Q4: 1,975 shares; 2025Q1: not loaded; 2025Q2: 1,944 shares; 2025Q3: 1,937 shares; 2025Q4: 1,505 shares; 2026Q1: 1,549 shares; 2026Q2: 10,649 shares 10,649 $917K 0.26% +9,100 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: 1,017 shares; 2024Q4: 1,151 shares; 2025Q1: not loaded; 2025Q2: 1,697 shares; 2025Q3: 1,787 shares; 2025Q4: 937 shares; 2026Q1: 952 shares; 2026Q2: 978 shares 978 $915K 0.26% +26 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: 14,297 shares; 2024Q4: 15,676 shares; 2025Q1: not loaded; 2025Q2: 18,496 shares; 2025Q3: 19,066 shares; 2025Q4: 21,055 shares; 2026Q1: 24,953 shares; 2026Q2: 16,130 shares 16,130 $911K 0.26% -8,823 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 loaded; 2025Q2: 4,718 shares; 2025Q3: 4,730 shares; 2025Q4: 3,071 shares; 2026Q1: 3,041 shares; 2026Q2: 2,989 shares 2,989 $898K 0.26% -52 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,299 shares; 2026Q2: 19,807 shares 19,807 $898K 0.26% +14,508 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,527 shares; 2025Q3: 3,542 shares; 2025Q4: 3,556 shares; 2026Q1: 3,553 shares; 2026Q2: 3,551 shares 3,551 $863K 0.25% -2 Timeline NLR 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,036 shares 7,036 $816K 0.23% new 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: 11,993 shares; 2024Q4: 11,606 shares; 2025Q1: not loaded; 2025Q2: 10,493 shares; 2025Q3: 10,515 shares; 2025Q4: 10,954 shares; 2026Q1: 10,742 shares; 2026Q2: 10,660 shares 10,660 $805K 0.23% -82 Timeline CORP 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: 8,028 shares; 2024Q4: 8,052 shares; 2025Q1: not loaded; 2025Q2: 8,110 shares; 2025Q3: 8,190 shares; 2025Q4: 8,483 shares; 2026Q1: 8,135 shares; 2026Q2: 8,220 shares 8,220 $796K 0.23% +85 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: 508 shares; 2024Q4: 496 shares; 2025Q1: not loaded; 2025Q2: 489 shares; 2025Q3: 611 shares; 2025Q4: 694 shares; 2026Q1: 774 shares; 2026Q2: 1,394 shares 1,394 $785K 0.22% +620 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: 1,262 shares; 2024Q4: 1,248 shares; 2025Q1: not loaded; 2025Q2: 1,247 shares; 2025Q3: 1,620 shares; 2025Q4: 1,517 shares; 2026Q1: 1,670 shares; 2026Q2: 1,836 shares 1,836 $772K 0.22% +166 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 loaded; 2025Q2: not reported; 2025Q3: 2,876 shares; 2025Q4: 8,167 shares; 2026Q1: 8,961 shares; 2026Q2: 8,543 shares 8,543 $762K 0.22% -418 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,105 shares; 2026Q2: 3,105 shares 3,105 $762K 0.22% 0 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: 4,634 shares; 2024Q4: 5,013 shares; 2025Q1: not loaded; 2025Q2: 4,713 shares; 2025Q3: 4,779 shares; 2025Q4: 4,792 shares; 2026Q1: 4,739 shares; 2026Q2: 4,778 shares 4,778 $758K 0.22% +39 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: 2,570 shares; 2024Q4: 3,294 shares; 2025Q1: not loaded; 2025Q2: 3,369 shares; 2025Q3: 3,146 shares; 2025Q4: 2,782 shares; 2026Q1: 2,748 shares; 2026Q2: 2,971 shares 2,971 $755K 0.22% +223 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.21% 0 Timeline VFQY 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: 4,099 shares; 2024Q4: 3,887 shares; 2025Q1: not loaded; 2025Q2: 3,901 shares; 2025Q3: 4,200 shares; 2025Q4: 4,141 shares; 2026Q1: 4,242 shares; 2026Q2: 4,329 shares 4,329 $737K 0.21% +87 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: 3,364 shares; 2024Q4: 3,365 shares; 2025Q1: not loaded; 2025Q2: 3,022 shares; 2025Q3: 3,183 shares; 2025Q4: 3,553 shares; 2026Q1: 3,690 shares; 2026Q2: 5,315 shares 5,315 $727K 0.21% +1,625 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: 857 shares; 2024Q4: 696 shares; 2025Q1: not loaded; 2025Q2: 620 shares; 2025Q3: 648 shares; 2025Q4: 688 shares; 2026Q1: 763 shares; 2026Q2: 5,986 shares 5,986 $715K 0.2% +5,223 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,770 shares; 2025Q1: not loaded; 2025Q2: 1,913 shares; 2025Q3: 2,497 shares; 2025Q4: 2,210 shares; 2026Q1: 2,046 shares; 2026Q2: 1,187 shares 1,187 $690K 0.2% -859 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: 945 shares; 2024Q4: 2,965 shares; 2025Q1: not loaded; 2025Q2: 2,255 shares; 2025Q3: 1,173 shares; 2025Q4: 1,137 shares; 2026Q1: 1,105 shares; 2026Q2: 1,027 shares 1,027 $658K 0.19% -78 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,676 shares 12,676 $642K 0.18% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,694 shares; 2024Q4: 5,582 shares; 2025Q1: not loaded; 2025Q2: 5,555 shares; 2025Q3: 5,996 shares; 2025Q4: 5,126 shares; 2026Q1: 4,418 shares; 2026Q2: 4,037 shares 4,037 $632K 0.18% -381 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: 4,187 shares; 2024Q4: 4,175 shares; 2025Q1: not loaded; 2025Q2: 4,376 shares; 2025Q3: 4,019 shares; 2025Q4: 3,919 shares; 2026Q1: 3,722 shares; 2026Q2: 3,801 shares 3,801 $630K 0.18% +79 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,061 shares 5,061 $628K 0.18% new 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: 12,265 shares; 2024Q4: 12,303 shares; 2025Q1: not loaded; 2025Q2: 12,425 shares; 2025Q3: 12,583 shares; 2025Q4: 20,638 shares; 2026Q1: 27,984 shares; 2026Q2: 22,894 shares 22,894 $607K 0.17% -5,090 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: 1,658 shares; 2024Q4: 1,659 shares; 2025Q1: not loaded; 2025Q2: 1,685 shares; 2025Q3: 1,799 shares; 2025Q4: 1,771 shares; 2026Q1: 1,773 shares; 2026Q2: 1,749 shares 1,749 $600K 0.17% -24 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,226 shares 4,226 $581K 0.17% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,437 shares; 2024Q4: 2,851 shares; 2025Q1: not loaded; 2025Q2: 3,356 shares; 2025Q3: 4,276 shares; 2025Q4: 4,161 shares; 2026Q1: 3,841 shares; 2026Q2: 3,905 shares 3,905 $573K 0.16% +64 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: 6,199 shares; 2024Q4: 6,853 shares; 2025Q1: not loaded; 2025Q2: 6,004 shares; 2025Q3: 6,292 shares; 2025Q4: 6,308 shares; 2026Q1: 6,332 shares; 2026Q2: 6,347 shares 6,347 $572K 0.16% +15 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 loaded; 2025Q2: not reported; 2025Q3: 6,418 shares; 2025Q4: 5,514 shares; 2026Q1: 5,355 shares; 2026Q2: 4,010 shares 4,010 $560K 0.16% -1,345 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 loaded; 2025Q2: 1,825 shares; 2025Q3: 2,271 shares; 2025Q4: 1,844 shares; 2026Q1: 2,072 shares; 2026Q2: 1,976 shares 1,976 $556K 0.16% -96 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: 6,858 shares; 2024Q4: 7,920 shares; 2025Q1: not loaded; 2025Q2: 7,990 shares; 2025Q3: 4,002 shares; 2025Q4: 3,766 shares; 2026Q1: 1,896 shares; 2026Q2: 1,739 shares 1,739 $527K 0.15% -157 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,764 shares 48,764 $518K 0.15% new Timeline VGK 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: 2,958 shares; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 3,105 shares; 2025Q3: 3,123 shares; 2025Q4: 3,023 shares; 2026Q1: 5,458 shares; 2026Q2: 5,688 shares 5,688 $504K 0.14% +230 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: 4,728 shares; 2024Q4: 4,460 shares; 2025Q1: not loaded; 2025Q2: 2,876 shares; 2025Q3: 2,944 shares; 2025Q4: 3,048 shares; 2026Q1: 3,079 shares; 2026Q2: 3,157 shares 3,157 $493K 0.14% +78 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: 930 shares; 2024Q4: 923 shares; 2025Q1: not loaded; 2025Q2: 770 shares; 2025Q3: 768 shares; 2025Q4: 723 shares; 2026Q1: 609 shares; 2026Q2: 687 shares 687 $483K 0.14% +78 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,424 shares; 2024Q4: 3,419 shares; 2025Q1: not loaded; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 3,003 shares; 2026Q1: 3,006 shares; 2026Q2: 3,006 shares 3,006 $464K 0.13% 0 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,327 shares 1,327 $453K 0.13% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,492 shares; 2024Q4: 10,278 shares; 2025Q1: not loaded; 2025Q2: 10,838 shares; 2025Q3: 10,443 shares; 2025Q4: 9,249 shares; 2026Q1: 6,968 shares; 2026Q2: 5,121 shares 5,121 $443K 0.13% -1,847 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: 4,158 shares; 2024Q4: 4,598 shares; 2025Q1: not loaded; 2025Q2: 4,608 shares; 2025Q3: 4,643 shares; 2025Q4: 1,980 shares; 2026Q1: 1,804 shares; 2026Q2: 1,979 shares 1,979 $431K 0.12% +175 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: not loaded; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,299 shares 1,299 $431K 0.12% +43 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 loaded; 2025Q2: 197 shares; 2025Q3: 263 shares; 2025Q4: 3,163 shares; 2026Q1: 5,420 shares; 2026Q2: 6,024 shares 6,024 $430K 0.12% +604 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: 4,657 shares; 2024Q4: 4,594 shares; 2025Q1: not loaded; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,140 shares; 2026Q1: 3,154 shares; 2026Q2: 3,152 shares 3,152 $415K 0.12% -2 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,007 shares 15,007 $400K 0.11% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,109 shares; 2025Q1: not loaded; 2025Q2: 1,069 shares; 2025Q3: 1,133 shares; 2025Q4: 874 shares; 2026Q1: 1,037 shares; 2026Q2: 1,207 shares 1,207 $395K 0.11% +170 Timeline DIVO 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: 5,945 shares; 2024Q4: 6,248 shares; 2025Q1: not loaded; 2025Q2: 7,241 shares; 2025Q3: 7,412 shares; 2025Q4: 7,090 shares; 2026Q1: 7,010 shares; 2026Q2: 8,611 shares 8,611 $394K 0.11% +1,601 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,855 shares; 2025Q1: not loaded; 2025Q2: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $382K 0.11% 0 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $374K 0.11% new Timeline DEHP 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: 8,464 shares; 2024Q4: 8,506 shares; 2025Q1: not loaded; 2025Q2: 8,579 shares; 2025Q3: 8,645 shares; 2025Q4: 8,669 shares; 2026Q1: 8,682 shares; 2026Q2: 8,720 shares 8,720 $373K 0.11% +38 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,278 shares; 2026Q2: 30,259 shares 30,259 $371K 0.11% +9,981 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,054 shares; 2024Q4: 5,584 shares; 2025Q1: not loaded; 2025Q2: 4,303 shares; 2025Q3: 4,300 shares; 2025Q4: 4,341 shares; 2026Q1: 4,161 shares; 2026Q2: 4,198 shares 4,198 $368K 0.11% +37 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,560 shares 3,560 $364K 0.1% new Timeline TAXF 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: 4,727 shares; 2024Q4: 5,128 shares; 2025Q1: not loaded; 2025Q2: 5,379 shares; 2025Q3: 5,500 shares; 2025Q4: 6,200 shares; 2026Q1: 6,369 shares; 2026Q2: 7,121 shares 7,121 $362K 0.1% +752 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: 6,336 shares; 2024Q4: 6,374 shares; 2025Q1: not loaded; 2025Q2: 6,799 shares; 2025Q3: 6,973 shares; 2025Q4: 5,407 shares; 2026Q1: 5,359 shares; 2026Q2: 5,359 shares 5,359 $359K 0.1% 0 Timeline OZEM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,051 shares; 2026Q2: 10,709 shares 10,709 $348K 0.1% -28,342 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,078 shares 6,078 $345K 0.1% new 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: 3,074 shares; 2024Q4: 2,750 shares; 2025Q1: not loaded; 2025Q2: 2,921 shares; 2025Q3: 2,945 shares; 2025Q4: 2,928 shares; 2026Q1: 2,890 shares; 2026Q2: 3,046 shares 3,046 $345K 0.1% +156 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,134 shares; 2026Q2: 6,661 shares 6,661 $343K 0.1% +1,527 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: 5,520 shares; 2024Q4: 5,519 shares; 2025Q1: not loaded; 2025Q2: 5,413 shares; 2025Q3: 5,412 shares; 2025Q4: 5,270 shares; 2026Q1: 3,843 shares; 2026Q2: 3,843 shares 3,843 $338K 0.1% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,202 shares; 2025Q4: 925 shares; 2026Q1: 1,139 shares; 2026Q2: 1,241 shares 1,241 $335K 0.1% +102 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,111 shares 1,111 $335K 0.1% new 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 loaded; 2025Q2: 10,806 shares; 2025Q3: 10,806 shares; 2025Q4: 10,466 shares; 2026Q1: 8,967 shares; 2026Q2: 7,242 shares 7,242 $329K 0.09% -1,725 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: 4,222 shares; 2024Q4: 3,931 shares; 2025Q1: not loaded; 2025Q2: 2,923 shares; 2025Q3: 2,490 shares; 2025Q4: 2,675 shares; 2026Q1: 3,026 shares; 2026Q2: 3,002 shares 3,002 $323K 0.09% -24 Timeline SHYM 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,567 shares; 2026Q2: 14,085 shares 14,085 $316K 0.09% +3,518 Timeline DFEB 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 loaded; 2025Q2: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares; 2026Q1: 6,054 shares; 2026Q2: 6,054 shares 6,054 $306K 0.09% 0 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,525 shares; 2026Q1: 4,415 shares; 2026Q2: 5,308 shares 5,308 $302K 0.09% +893 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: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,155 shares; 2026Q2: 1,393 shares 1,393 $302K 0.09% +238 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: 5,605 shares; 2025Q3: 6,934 shares; 2025Q4: 7,782 shares; 2026Q1: 8,598 shares; 2026Q2: 9,007 shares 9,007 $300K 0.09% +409 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243 shares; 2026Q2: 254 shares 254 $298K 0.09% +11 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $295K 0.08% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $291K 0.08% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,518 shares; 2025Q1: not loaded; 2025Q2: 1,296 shares; 2025Q3: 1,308 shares; 2025Q4: 1,424 shares; 2026Q1: 1,304 shares; 2026Q2: 1,298 shares 1,298 $289K 0.08% -6 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,306 shares; 2025Q1: not loaded; 2025Q2: 3,013 shares; 2025Q3: 3,026 shares; 2025Q4: 3,019 shares; 2026Q1: 3,013 shares; 2026Q2: 2,924 shares 2,924 $282K 0.08% -89 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: 5,378 shares; 2024Q4: 6,186 shares; 2025Q1: not loaded; 2025Q2: 4,928 shares; 2025Q3: 4,773 shares; 2025Q4: 4,785 shares; 2026Q1: 4,529 shares; 2026Q2: 4,544 shares 4,544 $276K 0.08% +15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,011 shares 5,011 $269K 0.08% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,514 shares 1,514 $267K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,910 shares 2,910 $264K 0.08% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,221 shares; 2025Q1: not loaded; 2025Q2: 1,512 shares; 2025Q3: 2,311 shares; 2025Q4: 1,489 shares; 2026Q1: 1,678 shares; 2026Q2: 1,625 shares 1,625 $260K 0.07% -53 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: 941 shares; 2025Q1: not loaded; 2025Q2: 923 shares; 2025Q3: 1,202 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $253K 0.07% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,039 shares; 2025Q1: not loaded; 2025Q2: 1,355 shares; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $248K 0.07% 0 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: 853 shares; 2025Q1: not loaded; 2025Q2: 690 shares; 2025Q3: 675 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $245K 0.07% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,146 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: not reported; 2026Q1: 1,059 shares; 2026Q2: 949 shares 949 $239K 0.07% -110 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $237K 0.07% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares; 2026Q1: 2,666 shares; 2026Q2: 2,395 shares 2,395 $231K 0.07% -271 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: not reported; 2024Q4: 63 shares; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 59 shares; 2026Q1: 62 shares; 2026Q2: 72 shares 72 $230K 0.07% +10 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,175 shares; 2026Q2: 7,359 shares 7,359 $229K 0.07% +184 Timeline VDE 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: 3,490 shares; 2024Q4: 6,808 shares; 2025Q1: not loaded; 2025Q2: 6,769 shares; 2025Q3: 7,740 shares; 2025Q4: 8,314 shares; 2026Q1: 1,801 shares; 2026Q2: 1,492 shares 1,492 $224K 0.06% -309 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448 shares 448 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,748 shares 1,748 $218K 0.06% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $216K 0.06% new 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: 1,535 shares; 2024Q4: 1,531 shares; 2025Q1: not loaded; 2025Q2: 1,442 shares; 2025Q3: 1,445 shares; 2025Q4: 959 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $213K 0.06% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $212K 0.06% new 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: 997 shares; 2024Q4: 801 shares; 2025Q1: not loaded; 2025Q2: 819 shares; 2025Q3: 600 shares; 2025Q4: 827 shares; 2026Q1: 715 shares; 2026Q2: 594 shares 594 $209K 0.06% -121 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 loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,578 shares 2,578 $209K 0.06% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $202K 0.06% new Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,345 shares; 2026Q1: 12,423 shares; 2026Q2: 12,550 shares 12,550 $99.5K 0.03% +127 Timeline