IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,650 shares; 2024Q4: 123,950 shares; 2025Q1: 112,425 shares; 2025Q2: 116,215 shares; 2025Q3: 116,950 shares; 2025Q4: 117,114 shares; 2026Q1: 145,234 shares; 2026Q2: 144,097 shares 144,097 $41.9M 8.15% -1,137 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: 59,390 shares; 2024Q4: 61,600 shares; 2025Q1: 50,100 shares; 2025Q2: 51,451 shares; 2025Q3: 51,745 shares; 2025Q4: 52,641 shares; 2026Q1: 57,921 shares; 2026Q2: 56,453 shares 56,453 $38.8M 7.55% -1,468 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,025 shares; 2024Q4: 397,652 shares; 2025Q1: 349,694 shares; 2025Q2: 359,257 shares; 2025Q3: 365,036 shares; 2025Q4: 368,494 shares; 2026Q1: 379,846 shares; 2026Q2: 381,712 shares 381,712 $36.5M 7.11% +1,866 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: 347,509 shares; 2024Q4: 1,089,645 shares; 2025Q1: 1,040,060 shares; 2025Q2: 901,858 shares; 2025Q3: 1,033,815 shares; 2025Q4: 1,063,961 shares; 2026Q1: 980,800 shares; 2026Q2: 990,458 shares 990,458 $31.4M 6.12% +9,658 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415,223 shares; 2025Q2: 430,271 shares; 2025Q3: 442,299 shares; 2025Q4: 452,430 shares; 2026Q1: 496,195 shares; 2026Q2: 504,916 shares 504,916 $20.3M 3.95% +8,721 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: 182,563 shares; 2024Q4: 193,380 shares; 2025Q1: 206,890 shares; 2025Q2: 213,874 shares; 2025Q3: 214,451 shares; 2025Q4: 218,493 shares; 2026Q1: 244,867 shares; 2026Q2: 261,716 shares 261,716 $19.2M 3.74% +16,849 Timeline RWL 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: 142,857 shares; 2024Q4: 148,366 shares; 2025Q1: 118,917 shares; 2025Q2: 118,868 shares; 2025Q3: 120,190 shares; 2025Q4: 121,932 shares; 2026Q1: 145,078 shares; 2026Q2: 149,668 shares 149,668 $19.1M 3.72% +4,590 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: 45,629 shares; 2024Q4: 46,981 shares; 2025Q1: 46,684 shares; 2025Q2: 46,246 shares; 2025Q3: 47,764 shares; 2025Q4: 46,835 shares; 2026Q1: 46,207 shares; 2026Q2: 46,004 shares 46,004 $17.2M 3.34% -203 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: 39,688 shares; 2024Q4: 39,472 shares; 2025Q1: 37,153 shares; 2025Q2: 31,493 shares; 2025Q3: 36,063 shares; 2025Q4: 36,766 shares; 2026Q1: 60,123 shares; 2026Q2: 212,442 shares 212,442 $17.1M 3.33% +152,319 Timeline DIVB 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: 176,820 shares; 2025Q2: 183,013 shares; 2025Q3: 190,143 shares; 2025Q4: 198,886 shares; 2026Q1: 245,446 shares; 2026Q2: 256,195 shares 256,195 $15.8M 3.07% +10,749 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,769 shares; 2026Q2: 168,752 shares 168,752 $15.5M 3.02% +36,983 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT 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: 108,859 shares; 2025Q4: 114,921 shares; 2026Q1: 283,426 shares; 2026Q2: 275,341 shares 275,341 $14.4M 2.81% -8,085 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,963 shares; 2025Q2: 36,348 shares; 2025Q3: 30,365 shares; 2025Q4: 29,752 shares; 2026Q1: 34,300 shares; 2026Q2: 38,456 shares 38,456 $14.2M 2.76% +4,156 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,227 shares; 2024Q4: 145,412 shares; 2025Q1: 180,910 shares; 2025Q2: 189,205 shares; 2025Q3: 186,172 shares; 2025Q4: 194,718 shares; 2026Q1: 201,832 shares; 2026Q2: 205,341 shares 205,341 $13.9M 2.7% +3,509 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: 232,966 shares; 2024Q4: 241,712 shares; 2025Q1: 230,518 shares; 2025Q2: 179,846 shares; 2025Q3: 205,453 shares; 2025Q4: 209,240 shares; 2026Q1: 218,013 shares; 2026Q2: 218,016 shares 218,016 $12.6M 2.45% +3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,495 shares; 2025Q1: 57,877 shares; 2025Q2: 27,476 shares; 2025Q3: 39,556 shares; 2025Q4: 41,162 shares; 2026Q1: 50,530 shares; 2026Q2: 64,909 shares 64,909 $10.3M 2% +14,379 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: 12,813 shares; 2024Q4: 13,070 shares; 2025Q1: 12,063 shares; 2025Q2: 12,229 shares; 2025Q3: 12,083 shares; 2025Q4: 12,197 shares; 2026Q1: 12,027 shares; 2026Q2: 11,960 shares 11,960 $8.93M 1.74% -67 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,747 shares; 2024Q4: 129,850 shares; 2025Q1: 113,751 shares; 2025Q2: 85,259 shares; 2025Q3: 105,747 shares; 2025Q4: 107,178 shares; 2026Q1: 119,783 shares; 2026Q2: 119,828 shares 119,828 $7.06M 1.37% +45 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: 22,295 shares; 2024Q4: 22,313 shares; 2025Q1: 21,772 shares; 2025Q2: 21,680 shares; 2025Q3: 23,711 shares; 2025Q4: 22,684 shares; 2026Q1: 22,244 shares; 2026Q2: 22,596 shares 22,596 $6.54M 1.27% +352 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,485 shares; 2024Q4: 47,030 shares; 2025Q1: 51,241 shares; 2025Q2: 52,788 shares; 2025Q3: 52,310 shares; 2025Q4: 53,177 shares; 2026Q1: 60,749 shares; 2026Q2: 65,724 shares 65,724 $6.22M 1.21% +4,975 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,906 shares; 2026Q2: 44,369 shares 44,369 $5.87M 1.14% +6,463 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: 22,486 shares; 2024Q4: 25,170 shares; 2025Q1: 22,837 shares; 2025Q2: 22,526 shares; 2025Q3: 22,946 shares; 2025Q4: 23,602 shares; 2026Q1: 24,635 shares; 2026Q2: 24,270 shares 24,270 $5.78M 1.13% -365 Timeline XLG 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: 154,732 shares; 2024Q4: 177,081 shares; 2025Q1: 103,712 shares; 2025Q2: 86,187 shares; 2025Q3: 133,700 shares; 2025Q4: 169,834 shares; 2026Q1: 80,521 shares; 2026Q2: 94,434 shares 94,434 $5.78M 1.13% +13,913 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: 57,332 shares; 2024Q4: 59,584 shares; 2025Q1: 30,038 shares; 2025Q2: 29,308 shares; 2025Q3: 30,392 shares; 2025Q4: 28,732 shares; 2026Q1: 43,346 shares; 2026Q2: 45,096 shares 45,096 $5.63M 1.1% +1,750 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,746 shares; 2024Q4: 115,451 shares; 2025Q1: 85,443 shares; 2025Q2: 85,362 shares; 2025Q3: 88,491 shares; 2025Q4: 88,828 shares; 2026Q1: 87,326 shares; 2026Q2: 89,043 shares 89,043 $5.54M 1.08% +1,717 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: not reported; 2024Q4: not reported; 2025Q1: 193,830 shares; 2025Q2: 121,940 shares; 2025Q3: 125,625 shares; 2025Q4: 121,050 shares; 2026Q1: 105,229 shares; 2026Q2: 106,501 shares 106,501 $5.39M 1.05% +1,272 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,539 shares; 2024Q4: 170,034 shares; 2025Q1: 167,689 shares; 2025Q2: 161,937 shares; 2025Q3: 160,337 shares; 2025Q4: 161,216 shares; 2026Q1: 162,115 shares; 2026Q2: 168,788 shares 168,788 $4.89M 0.95% +6,673 Timeline AIQ 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: 112,992 shares; 2024Q4: 114,889 shares; 2025Q1: 93,726 shares; 2025Q2: 107,995 shares; 2025Q3: 127,810 shares; 2025Q4: 121,268 shares; 2026Q1: 59,667 shares; 2026Q2: 74,070 shares 74,070 $4.86M 0.95% +14,403 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,093 shares; 2026Q2: 107,865 shares 107,865 $4.11M 0.8% +94,772 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,876 shares; 2025Q3: 27,172 shares; 2025Q4: 28,491 shares; 2026Q1: 74,138 shares; 2026Q2: 41,140 shares 41,140 $4.04M 0.79% -32,998 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,213 shares; 2025Q1: 21,972 shares; 2025Q2: 24,673 shares; 2025Q3: 26,725 shares; 2025Q4: 26,569 shares; 2026Q1: 1,622 shares; 2026Q2: 20,021 shares 20,021 $3.92M 0.76% +18,399 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,514 shares; 2024Q4: 19,514 shares; 2025Q1: 19,514 shares; 2025Q2: 19,550 shares; 2025Q3: 19,585 shares; 2025Q4: 19,611 shares; 2026Q1: 19,634 shares; 2026Q2: 19,656 shares 19,656 $3.7M 0.72% +22 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,131 shares; 2024Q4: 4,283 shares; 2025Q1: 4,002 shares; 2025Q2: 3,926 shares; 2025Q3: 3,890 shares; 2025Q4: 3,917 shares; 2026Q1: 3,900 shares; 2026Q2: 3,827 shares 3,827 $3.58M 0.7% -73 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,119 shares; 2025Q3: 61,439 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,567 shares 59,567 $2.99M 0.58% new 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: 3,900 shares; 2024Q4: 3,902 shares; 2025Q1: 3,903 shares; 2025Q2: 3,859 shares; 2025Q3: 3,839 shares; 2025Q4: 3,873 shares; 2026Q1: 3,844 shares; 2026Q2: 3,786 shares 3,786 $2.84M 0.55% -58 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: 6,688 shares; 2024Q4: 6,953 shares; 2025Q1: 7,020 shares; 2025Q2: 6,610 shares; 2025Q3: 6,771 shares; 2025Q4: 7,106 shares; 2026Q1: 7,255 shares; 2026Q2: 7,227 shares 7,227 $2.58M 0.5% -28 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: 12,219 shares; 2024Q4: 12,419 shares; 2025Q1: 12,415 shares; 2025Q2: 13,816 shares; 2025Q3: 14,832 shares; 2025Q4: 12,901 shares; 2026Q1: 12,855 shares; 2026Q2: 12,498 shares 12,498 $2.5M 0.49% -357 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: 5,070 shares; 2024Q4: 5,141 shares; 2025Q1: 4,959 shares; 2025Q2: 5,024 shares; 2025Q3: 5,064 shares; 2025Q4: 4,947 shares; 2026Q1: 4,916 shares; 2026Q2: 4,881 shares 4,881 $2.44M 0.48% -35 Timeline AGNG 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,799 shares; 2026Q2: 67,440 shares 67,440 $2.43M 0.47% +2,641 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: 126,717 shares; 2026Q1: 51,200 shares; 2026Q2: 43,964 shares 43,964 $2.34M 0.46% -7,236 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,106 shares; 2024Q4: 23,210 shares; 2025Q1: 24,013 shares; 2025Q2: 21,026 shares; 2025Q3: 21,031 shares; 2025Q4: 21,036 shares; 2026Q1: 21,718 shares; 2026Q2: 21,719 shares 21,719 $2.22M 0.43% +1 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,271 shares; 2024Q4: 22,301 shares; 2025Q1: 22,334 shares; 2025Q2: 18,889 shares; 2025Q3: 18,889 shares; 2025Q4: 18,561 shares; 2026Q1: 18,437 shares; 2026Q2: 18,281 shares 18,281 $2.2M 0.43% -156 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,016 shares; 2025Q4: 50,202 shares; 2026Q1: 68,566 shares; 2026Q2: 93,653 shares 93,653 $2.17M 0.42% +25,087 Timeline GDE 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: 13,105 shares; 2025Q4: 25,489 shares; 2026Q1: 26,712 shares; 2026Q2: 34,885 shares 34,885 $2.13M 0.42% +8,173 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: 3,163 shares; 2025Q3: 3,203 shares; 2025Q4: 3,205 shares; 2026Q1: 3,205 shares; 2026Q2: 3,207 shares 3,207 $2.1M 0.41% +2 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,180 shares; 2025Q3: 14,834 shares; 2025Q4: 25,096 shares; 2026Q1: 31,279 shares; 2026Q2: 42,939 shares 42,939 $1.98M 0.39% +11,660 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: 87,269 shares; 2024Q4: 51,974 shares; 2025Q1: 34,502 shares; 2025Q2: 3,850 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,007 shares; 2026Q2: 12,108 shares 12,108 $1.92M 0.37% -2,899 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,449 shares; 2024Q4: 18,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares 4,987 $1.8M 0.35% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,164 shares; 2026Q1: 1,437 shares; 2026Q2: 1,470 shares 1,470 $1.7M 0.33% +33 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,772 shares 58,772 $1.65M 0.32% new Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,625 shares; 2025Q3: 13,021 shares; 2025Q4: 13,021 shares; 2026Q1: 11,725 shares; 2026Q2: 47,814 shares 47,814 $1.64M 0.32% +36,089 Timeline RTH 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,653 shares 5,653 $1.45M 0.28% new 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: 6,031 shares; 2024Q4: 5,961 shares; 2025Q1: 5,898 shares; 2025Q2: 5,943 shares; 2025Q3: 6,058 shares; 2025Q4: 6,764 shares; 2026Q1: 6,619 shares; 2026Q2: 6,490 shares 6,490 $1.4M 0.27% -129 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: 5,888 shares; 2024Q4: 5,346 shares; 2025Q1: 5,408 shares; 2025Q2: 5,003 shares; 2025Q3: 4,660 shares; 2025Q4: 4,519 shares; 2026Q1: 4,599 shares; 2026Q2: 3,682 shares 3,682 $1.36M 0.27% -917 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: 1,688 shares; 2024Q4: 2,521 shares; 2025Q1: 1,625 shares; 2025Q2: 1,632 shares; 2025Q3: 1,624 shares; 2025Q4: 1,724 shares; 2026Q1: 1,741 shares; 2026Q2: 1,715 shares 1,715 $1.26M 0.25% -26 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,980 shares; 2025Q2: 2,103 shares; 2025Q3: 1,709 shares; 2025Q4: not reported; 2026Q1: 1,483 shares; 2026Q2: 5,028 shares 5,028 $1.2M 0.23% +3,545 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,341 shares; 2024Q4: 4,387 shares; 2025Q1: 4,438 shares; 2025Q2: 10,843 shares; 2025Q3: 13,028 shares; 2025Q4: 17,053 shares; 2026Q1: 19,382 shares; 2026Q2: 25,475 shares 25,475 $1.19M 0.23% +6,093 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,053 shares 14,053 $1.15M 0.22% new Timeline FDL 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: 7,156 shares; 2025Q4: 12,656 shares; 2026Q1: 16,550 shares; 2026Q2: 22,680 shares 22,680 $1.1M 0.21% +6,130 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: 16,673 shares; 2024Q4: 16,278 shares; 2025Q1: 14,993 shares; 2025Q2: 15,076 shares; 2025Q3: 15,225 shares; 2025Q4: 15,225 shares; 2026Q1: 15,225 shares; 2026Q2: 15,270 shares 15,270 $1.09M 0.21% +45 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: 6,242 shares; 2024Q4: 6,415 shares; 2025Q1: 6,130 shares; 2025Q2: 5,403 shares; 2025Q3: 5,922 shares; 2025Q4: 7,920 shares; 2026Q1: 7,869 shares; 2026Q2: 7,899 shares 7,899 $1.08M 0.21% +30 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,775 shares 5,775 $1.07M 0.21% new Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,764 shares 40,764 $1.01M 0.2% new 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: 5,224 shares; 2024Q4: 5,079 shares; 2025Q1: 5,072 shares; 2025Q2: 5,244 shares; 2025Q3: 5,495 shares; 2025Q4: 5,236 shares; 2026Q1: 5,337 shares; 2026Q2: 5,652 shares 5,652 $937K 0.18% +315 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,747 shares; 2024Q4: 27,536 shares; 2025Q1: 27,349 shares; 2025Q2: 26,006 shares; 2025Q3: 26,006 shares; 2025Q4: 35,927 shares; 2026Q1: 33,529 shares; 2026Q2: 25,071 shares 25,071 $906K 0.18% -8,458 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,431 shares; 2025Q1: 1,413 shares; 2025Q2: 1,407 shares; 2025Q3: 1,415 shares; 2025Q4: 1,416 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $842K 0.16% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,079 shares; 2026Q1: 14,630 shares; 2026Q2: 16,193 shares 16,193 $825K 0.16% +1,563 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: 2,124 shares; 2024Q4: 2,173 shares; 2025Q1: 1,365 shares; 2025Q2: 1,891 shares; 2025Q3: 1,865 shares; 2025Q4: 1,842 shares; 2026Q1: 1,840 shares; 2026Q2: 1,790 shares 1,790 $753K 0.15% -50 Timeline DTH 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: 4,298 shares; 2025Q4: 7,535 shares; 2026Q1: 9,860 shares; 2026Q2: 13,581 shares 13,581 $735K 0.14% +3,721 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,515 shares; 2025Q2: 4,526 shares; 2025Q3: 5,286 shares; 2025Q4: 4,806 shares; 2026Q1: 4,836 shares; 2026Q2: 6,005 shares 6,005 $705K 0.14% +1,169 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 5,981 shares; 2025Q4: 7,107 shares; 2026Q1: 7,860 shares; 2026Q2: 8,507 shares 8,507 $694K 0.14% +647 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: 473 shares; 2024Q4: 633 shares; 2025Q1: 634 shares; 2025Q2: 478 shares; 2025Q3: 510 shares; 2025Q4: 527 shares; 2026Q1: 538 shares; 2026Q2: 563 shares 563 $676K 0.13% +25 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,529 shares; 2025Q4: 2,536 shares; 2026Q1: 2,538 shares; 2026Q2: 2,548 shares 2,548 $652K 0.13% +10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,209 shares; 2025Q4: 11,183 shares; 2026Q1: 11,187 shares; 2026Q2: 11,306 shares 11,306 $651K 0.13% +119 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: 1,413 shares; 2024Q4: 1,320 shares; 2025Q1: 1,443 shares; 2025Q2: 1,401 shares; 2025Q3: 1,574 shares; 2025Q4: 1,609 shares; 2026Q1: 1,827 shares; 2026Q2: 1,842 shares 1,842 $651K 0.13% +15 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,472 shares; 2024Q4: 5,493 shares; 2025Q1: 5,483 shares; 2025Q2: 5,348 shares; 2025Q3: 5,222 shares; 2025Q4: 5,431 shares; 2026Q1: 5,893 shares; 2026Q2: 5,090 shares 5,090 $641K 0.12% -803 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,647 shares 6,647 $636K 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,114 shares; 2026Q1: 1,099 shares; 2026Q2: 1,051 shares 1,051 $611K 0.12% -48 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares; 2026Q2: 4,896 shares 4,896 $608K 0.12% +3,672 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,038 shares; 2025Q4: 9,513 shares; 2026Q1: 11,317 shares; 2026Q2: 11,267 shares 11,267 $602K 0.12% -50 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,891 shares; 2025Q2: 7,838 shares; 2025Q3: 8,561 shares; 2025Q4: 6,849 shares; 2026Q1: 5,385 shares; 2026Q2: 1,651 shares 1,651 $566K 0.11% -3,734 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,983 shares; 2026Q2: 2,154 shares 2,154 $550K 0.11% +171 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 1,556 shares; 2025Q1: 1,578 shares; 2025Q2: 1,528 shares; 2025Q3: 1,539 shares; 2025Q4: 1,497 shares; 2026Q1: 1,499 shares; 2026Q2: 1,500 shares 1,500 $543K 0.11% +1 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: 4,948 shares; 2024Q4: 14,870 shares; 2025Q1: 13,965 shares; 2025Q2: 13,965 shares; 2025Q3: 13,965 shares; 2025Q4: 13,965 shares; 2026Q1: 13,665 shares; 2026Q2: 13,514 shares 13,514 $498K 0.1% -151 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: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $497K 0.1% 0 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: 2,643 shares; 2024Q4: 2,880 shares; 2025Q1: 2,741 shares; 2025Q2: 2,595 shares; 2025Q3: 2,777 shares; 2025Q4: 3,986 shares; 2026Q1: 4,167 shares; 2026Q2: 4,348 shares 4,348 $493K 0.1% +181 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 9,672 shares; 2025Q1: 9,679 shares; 2025Q2: 9,214 shares; 2025Q3: 8,957 shares; 2025Q4: 9,012 shares; 2026Q1: 9,022 shares; 2026Q2: 9,397 shares 9,397 $491K 0.1% +375 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,395 shares; 2025Q1: 4,368 shares; 2025Q2: 3,874 shares; 2025Q3: 3,388 shares; 2025Q4: 3,787 shares; 2026Q1: 3,591 shares; 2026Q2: 4,141 shares 4,141 $483K 0.09% +550 Timeline JIRE 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: 101,672 shares; 2024Q4: 108,708 shares; 2025Q1: 134,067 shares; 2025Q2: 133,823 shares; 2025Q3: 138,730 shares; 2025Q4: 144,210 shares; 2026Q1: 37,793 shares; 2026Q2: 5,652 shares 5,652 $466K 0.09% -32,141 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,125 shares; 2025Q3: 8,175 shares; 2025Q4: 10,929 shares; 2026Q1: 10,632 shares; 2026Q2: 11,331 shares 11,331 $466K 0.09% +699 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,470 shares; 2025Q3: 8,097 shares; 2025Q4: 8,508 shares; 2026Q1: 8,199 shares; 2026Q2: 9,904 shares 9,904 $464K 0.09% +1,705 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: 547 shares; 2024Q4: 606 shares; 2025Q1: 646 shares; 2025Q2: 669 shares; 2025Q3: 764 shares; 2025Q4: 986 shares; 2026Q1: 838 shares; 2026Q2: 815 shares 815 $459K 0.09% -23 Timeline VEU 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: 5,094 shares; 2024Q4: 5,177 shares; 2025Q1: 5,177 shares; 2025Q2: 6,910 shares; 2025Q3: 7,240 shares; 2025Q4: 7,075 shares; 2026Q1: 5,425 shares; 2026Q2: 5,437 shares 5,437 $455K 0.09% +12 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: 206,318 shares; 2024Q4: 213,876 shares; 2025Q1: 10,007 shares; 2025Q2: 6,093 shares; 2025Q3: 6,517 shares; 2025Q4: 6,734 shares; 2026Q1: 5,318 shares; 2026Q2: 5,332 shares 5,332 $432K 0.08% +14 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares; 2026Q1: 3,355 shares; 2026Q2: 3,355 shares 3,355 $417K 0.08% 0 Timeline 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: 763 shares; 2024Q4: 765 shares; 2025Q1: 768 shares; 2025Q2: 779 shares; 2025Q3: 660 shares; 2025Q4: 769 shares; 2026Q1: 771 shares; 2026Q2: 773 shares 773 $404K 0.08% +2 Timeline MMTM 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: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,241 shares 1,241 $388K 0.08% new Timeline SPIT RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,867 shares; 2026Q1: 48,332 shares; 2026Q2: 10,654 shares 10,654 $372K 0.07% -37,678 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares; 2026Q2: 343 shares 343 $365K 0.07% +5 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,163 shares; 2024Q4: 96,080 shares; 2025Q1: 57,720 shares; 2025Q2: 24,111 shares; 2025Q3: 15,385 shares; 2025Q4: 12,329 shares; 2026Q1: 11,769 shares; 2026Q2: 10,207 shares 10,207 $345K 0.07% -1,562 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,495 shares; 2025Q3: 1,527 shares; 2025Q4: 1,463 shares; 2026Q1: 1,467 shares; 2026Q2: 1,433 shares 1,433 $339K 0.07% -34 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: 1,087 shares; 2024Q4: 1,040 shares; 2025Q1: 887 shares; 2025Q2: 885 shares; 2025Q3: 890 shares; 2025Q4: 1,045 shares; 2026Q1: 1,027 shares; 2026Q2: 1,152 shares 1,152 $324K 0.06% +125 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $318K 0.06% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares; 2026Q1: 1,004 shares; 2026Q2: 1,227 shares 1,227 $309K 0.06% +223 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,825 shares; 2025Q3: 5,542 shares; 2025Q4: 4,442 shares; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $302K 0.06% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 625 shares 625 $298K 0.06% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,175 shares; 2026Q1: 4,182 shares; 2026Q2: 4,189 shares 4,189 $289K 0.06% +7 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 32,411 shares; 2025Q3: 25,040 shares; 2025Q4: 18,780 shares; 2026Q1: 13,842 shares; 2026Q2: 4,863 shares 4,863 $274K 0.05% -8,979 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,469 shares; 2025Q3: 2,466 shares; 2025Q4: 3,386 shares; 2026Q1: 3,454 shares; 2026Q2: 2,822 shares 2,822 $273K 0.05% -632 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,878 shares; 2024Q4: 10,878 shares; 2025Q1: 10,878 shares; 2025Q2: 9,528 shares; 2025Q3: 9,528 shares; 2025Q4: 9,120 shares; 2026Q1: 9,120 shares; 2026Q2: 9,120 shares 9,120 $269K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: not reported; 2026Q1: 3,215 shares; 2026Q2: 3,690 shares 3,690 $266K 0.05% +475 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,764 shares; 2025Q1: 8,764 shares; 2025Q2: 8,764 shares; 2025Q3: 8,764 shares; 2025Q4: 8,764 shares; 2026Q1: 8,764 shares; 2026Q2: 8,764 shares 8,764 $260K 0.05% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,718 shares; 2026Q2: 2,677 shares 2,677 $254K 0.05% -41 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $251K 0.05% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $250K 0.05% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,170 shares; 2026Q2: 2,977 shares 2,977 $247K 0.05% -193 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS 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: 7,579 shares; 2026Q1: 7,579 shares; 2026Q2: 7,579 shares 7,579 $243K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 1,742 shares; 2025Q1: 1,840 shares; 2025Q2: 1,783 shares; 2025Q3: 1,863 shares; 2025Q4: 1,783 shares; 2026Q1: 1,785 shares; 2026Q2: 1,789 shares 1,789 $242K 0.05% +4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 1,194 shares; 2025Q3: 1,279 shares; 2025Q4: 1,276 shares; 2026Q1: 1,287 shares; 2026Q2: 1,298 shares 1,298 $235K 0.05% +11 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,142 shares; 2025Q1: 2,148 shares; 2025Q2: 2,154 shares; 2025Q3: 2,167 shares; 2025Q4: 1,374 shares; 2026Q1: 1,378 shares; 2026Q2: 1,382 shares 1,382 $232K 0.05% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,336 shares 3,336 $228K 0.04% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 927 shares 927 $225K 0.04% 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: not reported; 2024Q4: 960 shares; 2025Q1: 988 shares; 2025Q2: 774 shares; 2025Q3: 802 shares; 2025Q4: 798 shares; 2026Q1: 769 shares; 2026Q2: 642 shares 642 $220K 0.04% -127 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,684 shares; 2026Q2: 1,693 shares 1,693 $218K 0.04% +9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,119 shares; 2025Q3: not reported; 2025Q4: 1,135 shares; 2026Q1: 1,052 shares; 2026Q2: 1,022 shares 1,022 $217K 0.04% -30 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: 1,318 shares; 2024Q4: 1,239 shares; 2025Q1: 1,120 shares; 2025Q2: 1,105 shares; 2025Q3: 812 shares; 2025Q4: 806 shares; 2026Q1: 825 shares; 2026Q2: 798 shares 798 $216K 0.04% -27 Timeline FLSP 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 reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,762 shares 7,762 $215K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares; 2026Q2: 1,128 shares 1,128 $214K 0.04% +32 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,066 shares 6,066 $211K 0.04% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,797 shares 7,797 $207K 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,232 shares; 2026Q1: 2,200 shares; 2026Q2: 2,207 shares 2,207 $204K 0.04% +7 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: not reported; 2025Q4: 704 shares; 2026Q1: not reported; 2026Q2: 537 shares 537 $203K 0.04% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $203K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 13,769 shares; 2025Q1: 11,786 shares; 2025Q2: 12,482 shares; 2025Q3: 10,112 shares; 2025Q4: 10,141 shares; 2026Q1: 10,170 shares; 2026Q2: 11,313 shares 11,313 $157K 0.03% +1,143 Timeline