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: not loaded; 2024Q4: not loaded; 2025Q1: 855 shares; 2025Q2: 895 shares; 2025Q3: 118,010 shares; 2025Q4: 45,849 shares; 2026Q1: 49,973 shares; 2026Q2: 52,718 shares 52,718 $38.8M 10.32% +2,745 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,391 shares; 2025Q2: 16,782 shares; 2025Q3: 29,570 shares; 2025Q4: 26,305 shares; 2026Q1: 40,372 shares; 2026Q2: 49,154 shares 49,154 $33.8M 8.98% +8,782 Timeline JPEF 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 loaded; 2024Q4: not loaded; 2025Q1: 160,467 shares; 2025Q2: 326,863 shares; 2025Q3: 344,092 shares; 2025Q4: 363,655 shares; 2026Q1: 268,448 shares; 2026Q2: 274,373 shares 274,373 $22M 5.86% +5,925 Timeline VPLS 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 loaded; 2024Q4: not loaded; 2025Q1: 52,227 shares; 2025Q2: 115,975 shares; 2025Q3: 183,251 shares; 2025Q4: 188,976 shares; 2026Q1: 189,573 shares; 2026Q2: 206,733 shares 206,733 $16M 4.27% +17,160 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214,617 shares; 2025Q4: 107,695 shares; 2026Q1: 92,417 shares; 2026Q2: 89,514 shares 89,514 $14.2M 3.78% -2,903 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500,670 shares; 2026Q2: 501,752 shares 501,752 $13.9M 3.69% +1,082 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,413 shares; 2025Q4: 47,740 shares; 2026Q1: 49,060 shares; 2026Q2: 50,737 shares 50,737 $12.3M 3.28% +1,677 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 527,230 shares; 2025Q2: 545,608 shares; 2025Q3: 521,686 shares; 2025Q4: 526,696 shares; 2026Q1: 382,254 shares; 2026Q2: 386,171 shares 386,171 $11.4M 3.02% +3,917 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,191 shares; 2025Q4: 124,851 shares; 2026Q1: 81,687 shares; 2026Q2: 72,677 shares 72,677 $10.7M 2.86% -9,010 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,025 shares; 2026Q2: 30,509 shares 30,509 $9.24M 2.46% +10,484 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,936 shares; 2026Q1: 38,883 shares; 2026Q2: 45,770 shares 45,770 $8.72M 2.32% +6,887 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 103,194 shares; 2025Q2: 148,755 shares; 2025Q3: 194,607 shares; 2025Q4: 183,660 shares; 2026Q1: 181,875 shares; 2026Q2: 193,680 shares 193,680 $8.13M 2.16% +11,805 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,648 shares; 2025Q4: 81,451 shares; 2026Q1: 91,226 shares; 2026Q2: 98,729 shares 98,729 $7.8M 2.08% +7,503 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,355 shares; 2025Q4: 49,811 shares; 2026Q1: 119,743 shares; 2026Q2: 104,392 shares 104,392 $6.85M 1.82% -15,351 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,281 shares; 2025Q4: 119,283 shares; 2026Q1: 120,827 shares; 2026Q2: 122,537 shares 122,537 $6.52M 1.73% +1,710 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 61,824 shares; 2025Q2: 61,531 shares; 2025Q3: 60,208 shares; 2025Q4: 60,076 shares; 2026Q1: 59,954 shares; 2026Q2: 60,185 shares 60,185 $4.97M 1.32% +231 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,755 shares; 2025Q2: 55,725 shares; 2025Q3: 51,724 shares; 2025Q4: 54,272 shares; 2026Q1: 89,554 shares; 2026Q2: 100,699 shares 100,699 $4.65M 1.24% +11,145 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,016 shares; 2025Q4: 82,383 shares; 2026Q1: 83,332 shares; 2026Q2: 84,517 shares 84,517 $4.28M 1.14% +1,185 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120,504 shares; 2025Q4: 69,419 shares; 2026Q1: 70,793 shares; 2026Q2: 71,261 shares 71,261 $4.2M 1.12% +468 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,139 shares; 2025Q2: 23,570 shares; 2025Q3: 26,635 shares; 2025Q4: 26,481 shares; 2026Q1: 26,107 shares; 2026Q2: 25,646 shares 25,646 $4.2M 1.12% -461 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,758 shares; 2026Q2: 152,468 shares 152,468 $4.12M 1.1% +1,710 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 loaded; 2024Q4: not loaded; 2025Q1: 24,104 shares; 2025Q2: 22,501 shares; 2025Q3: 23,209 shares; 2025Q4: 27,679 shares; 2026Q1: 37,405 shares; 2026Q2: 42,016 shares 42,016 $3.75M 1% +4,611 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,419 shares; 2025Q2: 50,711 shares; 2025Q3: 48,532 shares; 2025Q4: 48,252 shares; 2026Q1: 48,227 shares; 2026Q2: 45,563 shares 45,563 $3.49M 0.93% -2,664 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,984 shares; 2025Q2: 6,026 shares; 2025Q3: 9,318 shares; 2025Q4: 8,895 shares; 2026Q1: 10,861 shares; 2026Q2: 11,760 shares 11,760 $3.4M 0.91% +899 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,364 shares; 2025Q4: 23,401 shares; 2026Q1: 31,093 shares; 2026Q2: 35,928 shares 35,928 $3.29M 0.88% +4,835 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,159 shares; 2025Q2: 7,244 shares; 2025Q3: 7,611 shares; 2025Q4: 8,163 shares; 2026Q1: 8,309 shares; 2026Q2: 8,625 shares 8,625 $3.22M 0.86% +316 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 71,610 shares; 2025Q2: 72,393 shares; 2025Q3: 71,247 shares; 2025Q4: 75,038 shares; 2026Q1: 76,541 shares; 2026Q2: 76,553 shares 76,553 $3.2M 0.85% +12 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,835 shares; 2025Q2: 27,603 shares; 2025Q3: 21,970 shares; 2025Q4: 22,498 shares; 2026Q1: 29,941 shares; 2026Q2: 30,671 shares 30,671 $3.14M 0.83% +730 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,501 shares; 2025Q2: 50,105 shares; 2025Q3: 63,135 shares; 2025Q4: 57,239 shares; 2026Q1: 58,781 shares; 2026Q2: 60,122 shares 60,122 $3M 0.8% +1,341 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,880 shares; 2025Q2: 3,906 shares; 2025Q3: 4,088 shares; 2025Q4: 7,305 shares; 2026Q1: 7,311 shares; 2026Q2: 8,145 shares 8,145 $2.67M 0.71% +834 Timeline AVMC 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 32,543 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,509 shares; 2026Q2: 32,120 shares 32,120 $2.58M 0.69% +12,611 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: not loaded; 2024Q4: not loaded; 2025Q1: 849 shares; 2025Q2: 1,646 shares; 2025Q3: 2,040 shares; 2025Q4: 2,999 shares; 2026Q1: 3,333 shares; 2026Q2: 3,401 shares 3,401 $2.54M 0.68% +68 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,315 shares; 2025Q2: 30,546 shares; 2025Q3: 32,884 shares; 2025Q4: 38,774 shares; 2026Q1: 46,787 shares; 2026Q2: 49,858 shares 49,858 $2.53M 0.67% +3,071 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 24,688 shares; 2025Q3: 34,741 shares; 2025Q4: 57,308 shares; 2026Q1: 70,190 shares; 2026Q2: 75,728 shares 75,728 $2.41M 0.64% +5,538 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,975 shares; 2025Q2: 52,222 shares; 2025Q3: 53,745 shares; 2025Q4: 50,677 shares; 2026Q1: 52,451 shares; 2026Q2: 47,357 shares 47,357 $2.4M 0.64% -5,094 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: not loaded; 2024Q4: not loaded; 2025Q1: 40,692 shares; 2025Q2: 39,399 shares; 2025Q3: 39,399 shares; 2025Q4: 39,453 shares; 2026Q1: 39,223 shares; 2026Q2: 38,750 shares 38,750 $2.37M 0.63% -473 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,433 shares; 2025Q2: 3,723 shares; 2025Q3: 5,235 shares; 2025Q4: 5,546 shares; 2026Q1: 5,971 shares; 2026Q2: 6,550 shares 6,550 $2.31M 0.62% +579 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,945 shares; 2025Q2: 14,640 shares; 2025Q3: 14,638 shares; 2025Q4: 15,824 shares; 2026Q1: 15,923 shares; 2026Q2: 15,924 shares 15,924 $2.3M 0.61% +1 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,775 shares; 2025Q2: 4,433 shares; 2025Q3: 7,179 shares; 2025Q4: 6,672 shares; 2026Q1: 8,419 shares; 2026Q2: 9,333 shares 9,333 $2.22M 0.59% +914 Timeline POW TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,598 shares 69,598 $2.16M 0.57% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,697 shares; 2025Q2: 12,081 shares; 2025Q3: 8,495 shares; 2025Q4: 8,481 shares; 2026Q1: 8,470 shares; 2026Q2: 8,508 shares 8,508 $2.15M 0.57% +38 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,797 shares; 2025Q2: 65,922 shares; 2025Q3: 62,826 shares; 2025Q4: 59,380 shares; 2026Q1: 49,941 shares; 2026Q2: 53,395 shares 53,395 $2.06M 0.55% +3,454 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,272 shares; 2025Q2: 23,383 shares; 2025Q3: 22,654 shares; 2025Q4: 17,472 shares; 2026Q1: 29,487 shares; 2026Q2: 35,421 shares 35,421 $1.79M 0.48% +5,934 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,279 shares; 2025Q2: 5,668 shares; 2025Q3: 6,653 shares; 2025Q4: 6,332 shares; 2026Q1: 6,700 shares; 2026Q2: 8,903 shares 8,903 $1.78M 0.47% +2,203 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,442 shares; 2025Q2: 4,299 shares; 2025Q3: 4,278 shares; 2025Q4: 4,172 shares; 2026Q1: 4,263 shares; 2026Q2: 4,261 shares 4,261 $1.74M 0.46% -2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,469 shares; 2025Q2: 2,464 shares; 2025Q3: 2,488 shares; 2025Q4: 3,758 shares; 2026Q1: 3,795 shares; 2026Q2: 4,308 shares 4,308 $1.71M 0.46% +513 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,803 shares; 2025Q2: 14,851 shares; 2025Q3: 8,966 shares; 2025Q4: 8,381 shares; 2026Q1: 8,001 shares; 2026Q2: 7,652 shares 7,652 $1.68M 0.45% -349 Timeline MLN 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 loaded; 2024Q4: not loaded; 2025Q1: 15,241 shares; 2025Q2: 21,660 shares; 2025Q3: 46,862 shares; 2025Q4: 62,292 shares; 2026Q1: 74,249 shares; 2026Q2: 91,063 shares 91,063 $1.62M 0.43% +16,814 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,906 shares; 2025Q2: 6,906 shares; 2025Q3: 6,843 shares; 2025Q4: 8,113 shares; 2026Q1: 8,119 shares; 2026Q2: 10,070 shares 10,070 $1.61M 0.43% +1,951 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,368 shares; 2025Q2: 1,696 shares; 2025Q3: 2,759 shares; 2025Q4: 2,747 shares; 2026Q1: 3,153 shares; 2026Q2: 3,798 shares 3,798 $1.6M 0.42% +645 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 42,517 shares; 2025Q2: 42,649 shares; 2025Q3: 47,168 shares; 2025Q4: 48,196 shares; 2026Q1: 19,350 shares; 2026Q2: 20,380 shares 20,380 $1.39M 0.37% +1,030 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,530 shares; 2025Q4: 17,806 shares; 2026Q1: 10,006 shares; 2026Q2: 13,406 shares 13,406 $1.37M 0.36% +3,400 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 46,550 shares; 2025Q2: 40,525 shares; 2025Q3: 39,729 shares; 2025Q4: 36,118 shares; 2026Q1: 35,464 shares; 2026Q2: 25,041 shares 25,041 $1.29M 0.34% -10,423 Timeline SPAB 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 loaded; 2024Q4: not loaded; 2025Q1: 229,009 shares; 2025Q2: 197,947 shares; 2025Q3: 60,161 shares; 2025Q4: 55,039 shares; 2026Q1: 53,923 shares; 2026Q2: 50,620 shares 50,620 $1.29M 0.34% -3,303 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,297 shares; 2025Q2: 37,700 shares; 2025Q3: 35,921 shares; 2025Q4: 35,809 shares; 2026Q1: 33,262 shares; 2026Q2: 32,371 shares 32,371 $1.27M 0.34% -891 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 loaded; 2024Q4: not loaded; 2025Q1: 5,896 shares; 2025Q2: 5,922 shares; 2025Q3: 5,835 shares; 2025Q4: 11,830 shares; 2026Q1: 12,976 shares; 2026Q2: 12,179 shares 12,179 $1.27M 0.34% -797 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 loaded; 2024Q4: not loaded; 2025Q1: 18,466 shares; 2025Q2: 8,719 shares; 2025Q3: 8,516 shares; 2025Q4: 8,472 shares; 2026Q1: 8,506 shares; 2026Q2: 9,092 shares 9,092 $1.25M 0.33% +586 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,591 shares; 2025Q4: 25,055 shares; 2026Q1: 11,070 shares; 2026Q2: 10,975 shares 10,975 $1.2M 0.32% -95 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,230 shares; 2025Q2: 11,151 shares; 2025Q3: 10,630 shares; 2025Q4: 10,232 shares; 2026Q1: 9,785 shares; 2026Q2: 9,362 shares 9,362 $1.16M 0.31% -423 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,963 shares; 2025Q2: 22,947 shares; 2025Q3: 24,239 shares; 2025Q4: 30,080 shares; 2026Q1: 12,501 shares; 2026Q2: 16,832 shares 16,832 $1.14M 0.3% +4,331 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,994 shares; 2025Q2: 18,000 shares; 2025Q3: 17,849 shares; 2025Q4: 17,596 shares; 2026Q1: 17,657 shares; 2026Q2: 15,910 shares 15,910 $1.1M 0.29% -1,747 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,122 shares; 2025Q2: 10,182 shares; 2025Q3: 9,938 shares; 2025Q4: 10,360 shares; 2026Q1: 9,372 shares; 2026Q2: 10,053 shares 10,053 $1.08M 0.29% +681 Timeline STXF 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 loaded; 2024Q4: not loaded; 2025Q1: 20,773 shares; 2025Q2: 20,774 shares; 2025Q3: 20,302 shares; 2025Q4: 20,957 shares; 2026Q1: 20,156 shares; 2026Q2: 20,890 shares 20,890 $1.01M 0.27% +734 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,906 shares; 2025Q4: 6,957 shares; 2026Q1: 16,100 shares; 2026Q2: 13,840 shares 13,840 $986K 0.26% -2,260 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,761 shares; 2025Q2: 2,084 shares; 2025Q3: 1,997 shares; 2025Q4: 1,981 shares; 2026Q1: 2,332 shares; 2026Q2: 2,687 shares 2,687 $960K 0.26% +355 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 938 shares; 2026Q1: 993 shares; 2026Q2: 7,948 shares 7,948 $950K 0.25% +6,955 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,959 shares; 2025Q2: 6,992 shares; 2025Q3: 7,342 shares; 2025Q4: 7,696 shares; 2026Q1: 5,515 shares; 2026Q2: 5,717 shares 5,717 $848K 0.23% +202 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,089 shares; 2026Q1: 2,149 shares; 2026Q2: 2,315 shares 2,315 $775K 0.21% +166 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: not loaded; 2024Q4: not loaded; 2025Q1: 562 shares; 2025Q2: 614 shares; 2025Q3: 1,019 shares; 2025Q4: 1,129 shares; 2026Q1: 1,035 shares; 2026Q2: 1,032 shares 1,032 $773K 0.21% -3 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,771 shares; 2025Q2: 2,804 shares; 2025Q3: 2,720 shares; 2025Q4: 2,791 shares; 2026Q1: 2,778 shares; 2026Q2: 2,697 shares 2,697 $770K 0.2% -81 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: not loaded; 2024Q4: not loaded; 2025Q1: 567 shares; 2025Q2: 612 shares; 2025Q3: 1,861 shares; 2025Q4: 1,468 shares; 2026Q1: 1,492 shares; 2026Q2: 1,532 shares 1,532 $766K 0.2% +40 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,236 shares; 2025Q2: 11,466 shares; 2025Q3: 11,007 shares; 2025Q4: 11,011 shares; 2026Q1: 11,029 shares; 2026Q2: 10,481 shares 10,481 $764K 0.2% -548 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,615 shares; 2025Q3: 9,924 shares; 2025Q4: 9,691 shares; 2026Q1: 14,817 shares; 2026Q2: 14,654 shares 14,654 $745K 0.2% -163 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,279 shares; 2025Q2: 13,880 shares; 2025Q3: 13,880 shares; 2025Q4: 16,026 shares; 2026Q1: 16,051 shares; 2026Q2: 18,404 shares 18,404 $743K 0.2% +2,353 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,745 shares; 2025Q2: 10,039 shares; 2025Q3: 8,428 shares; 2025Q4: 7,963 shares; 2026Q1: 7,962 shares; 2026Q2: 7,579 shares 7,579 $716K 0.19% -383 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,651 shares; 2025Q4: 5,498 shares; 2026Q1: 5,539 shares; 2026Q2: 6,042 shares 6,042 $710K 0.19% +503 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 loaded; 2024Q4: not loaded; 2025Q1: 7,895 shares; 2025Q2: 8,006 shares; 2025Q3: 7,773 shares; 2025Q4: 8,026 shares; 2026Q1: 8,056 shares; 2026Q2: 7,811 shares 7,811 $702K 0.19% -245 Timeline PNTG PENNANT GROUP INC More: the full row for PENNANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,595 shares; 2025Q2: 12,595 shares; 2025Q3: 12,595 shares; 2025Q4: 16,139 shares; 2026Q1: 16,181 shares; 2026Q2: 18,086 shares 18,086 $668K 0.18% +1,905 Timeline BOXX 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares; 2026Q2: 5,514 shares 5,514 $646K 0.17% +2,372 Timeline JCPB 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 loaded; 2024Q4: not loaded; 2025Q1: 82,267 shares; 2025Q2: 34,185 shares; 2025Q3: 33,282 shares; 2025Q4: 33,153 shares; 2026Q1: 13,537 shares; 2026Q2: 13,347 shares 13,347 $627K 0.17% -190 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,652 shares; 2025Q2: 1,986 shares; 2025Q3: 1,725 shares; 2025Q4: 1,947 shares; 2026Q1: 2,215 shares; 2026Q2: 2,393 shares 2,393 $608K 0.16% +178 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 loaded; 2024Q4: not loaded; 2025Q1: 7,631 shares; 2025Q2: 7,655 shares; 2025Q3: 7,511 shares; 2025Q4: 7,746 shares; 2026Q1: 7,584 shares; 2026Q2: 7,210 shares 7,210 $584K 0.16% -374 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,455 shares; 2025Q2: 7,675 shares; 2025Q3: 7,548 shares; 2025Q4: 7,549 shares; 2026Q1: 7,515 shares; 2026Q2: 7,515 shares 7,515 $575K 0.15% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,552 shares; 2025Q2: 11,227 shares; 2025Q3: 11,378 shares; 2025Q4: 11,592 shares; 2026Q1: 16,193 shares; 2026Q2: 11,313 shares 11,313 $572K 0.15% -4,880 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,951 shares; 2026Q2: 4,531 shares 4,531 $565K 0.15% -1,420 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: 3,146 shares; 2026Q1: 4,321 shares; 2026Q2: 4,985 shares 4,985 $565K 0.15% +664 Timeline QTEC 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,653 shares 1,653 $553K 0.15% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,274 shares; 2025Q2: 24,776 shares; 2025Q3: 23,498 shares; 2025Q4: 19,195 shares; 2026Q1: 19,195 shares; 2026Q2: 18,665 shares 18,665 $530K 0.14% -530 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,952 shares; 2025Q2: 4,022 shares; 2025Q3: 3,888 shares; 2025Q4: 4,026 shares; 2026Q1: 4,040 shares; 2026Q2: 3,885 shares 3,885 $523K 0.14% -155 Timeline FDN 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 loaded; 2024Q4: not loaded; 2025Q1: 1,994 shares; 2025Q2: 2,024 shares; 2025Q3: 1,958 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 1,961 shares 1,961 $519K 0.14% -64 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: not loaded; 2024Q4: not loaded; 2025Q1: 604 shares; 2025Q2: 642 shares; 2025Q3: 962 shares; 2025Q4: 778 shares; 2026Q1: 741 shares; 2026Q2: 920 shares 920 $518K 0.14% +179 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 3,174 shares; 2026Q1: 3,180 shares; 2026Q2: 3,193 shares 3,193 $506K 0.13% +13 Timeline AGGH 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 loaded; 2024Q4: not loaded; 2025Q1: 22,108 shares; 2025Q2: 31,592 shares; 2025Q3: 32,403 shares; 2025Q4: 32,855 shares; 2026Q1: 23,382 shares; 2026Q2: 23,200 shares 23,200 $468K 0.12% -182 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 851 shares; 2025Q4: 835 shares; 2026Q1: 980 shares; 2026Q2: 1,236 shares 1,236 $467K 0.12% +256 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,846 shares; 2025Q2: 1,502 shares; 2025Q3: 1,479 shares; 2025Q4: 1,370 shares; 2026Q1: 1,356 shares; 2026Q2: 1,269 shares 1,269 $464K 0.12% -87 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738 shares; 2025Q4: 719 shares; 2026Q1: 722 shares; 2026Q2: 972 shares 972 $464K 0.12% +250 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,235 shares; 2025Q2: 4,554 shares; 2025Q3: 7,221 shares; 2025Q4: 7,558 shares; 2026Q1: 7,733 shares; 2026Q2: 8,815 shares 8,815 $464K 0.12% +1,082 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,194 shares; 2025Q2: 60,705 shares; 2025Q3: 61,424 shares; 2025Q4: 58,851 shares; 2026Q1: not reported; 2026Q2: 10,716 shares 10,716 $452K 0.12% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,845 shares; 2025Q2: 4,936 shares; 2025Q3: 4,797 shares; 2025Q4: 5,020 shares; 2026Q1: 4,851 shares; 2026Q2: 4,789 shares 4,789 $450K 0.12% -62 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,666 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,550 shares 15,550 $443K 0.12% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,197 shares; 2025Q3: 13,668 shares; 2025Q4: 13,202 shares; 2026Q1: 13,034 shares; 2026Q2: 11,904 shares 11,904 $439K 0.12% -1,130 Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,847 shares; 2026Q2: 8,233 shares 8,233 $437K 0.12% +386 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 141,872 shares; 2025Q2: 117,734 shares; 2025Q3: 111,774 shares; 2025Q4: 109,918 shares; 2026Q1: 108,604 shares; 2026Q2: 9,661 shares 9,661 $429K 0.11% -98,943 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,590 shares; 2026Q2: 2,290 shares 2,290 $428K 0.11% -300 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares; 2026Q2: 2,227 shares 2,227 $413K 0.11% +443 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares; 2026Q1: 5,266 shares; 2026Q2: 9,275 shares 9,275 $403K 0.11% +4,009 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares; 2026Q1: 3,042 shares; 2026Q2: 3,051 shares 3,051 $392K 0.1% +9 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,396 shares; 2025Q2: 25,601 shares; 2025Q3: 22,544 shares; 2025Q4: 23,001 shares; 2026Q1: 10,286 shares; 2026Q2: 11,363 shares 11,363 $389K 0.1% +1,077 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,563 shares; 2026Q1: 4,755 shares; 2026Q2: 4,636 shares 4,636 $388K 0.1% -119 Timeline SPTM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,268 shares; 2026Q1: 5,122 shares; 2026Q2: 4,222 shares 4,222 $383K 0.1% -900 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 302,019 shares; 2025Q2: 54,725 shares; 2025Q3: 38,831 shares; 2025Q4: 37,716 shares; 2026Q1: 9,346 shares; 2026Q2: 8,708 shares 8,708 $377K 0.1% -638 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,570 shares; 2025Q4: 5,873 shares; 2026Q1: 5,883 shares; 2026Q2: 5,902 shares 5,902 $371K 0.1% +19 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,941 shares; 2025Q2: 3,747 shares; 2025Q3: 3,664 shares; 2025Q4: 3,336 shares; 2026Q1: 3,156 shares; 2026Q2: 2,770 shares 2,770 $368K 0.1% -386 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,140 shares 2,140 $366K 0.1% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,083 shares 3,083 $362K 0.1% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,155 shares; 2025Q2: 9,928 shares; 2025Q3: 7,917 shares; 2025Q4: 8,141 shares; 2026Q1: 7,401 shares; 2026Q2: 7,304 shares 7,304 $361K 0.1% -97 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,970 shares; 2025Q4: 2,309 shares; 2026Q1: 2,515 shares; 2026Q2: 2,624 shares 2,624 $359K 0.1% +109 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,815 shares; 2025Q2: 3,960 shares; 2025Q3: 5,665 shares; 2025Q4: 5,004 shares; 2026Q1: 5,060 shares; 2026Q2: 3,617 shares 3,617 $349K 0.09% -1,443 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $346K 0.09% new 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 loaded; 2024Q4: not loaded; 2025Q1: 37,054 shares; 2025Q2: 24,348 shares; 2025Q3: 18,902 shares; 2025Q4: 15,891 shares; 2026Q1: 14,672 shares; 2026Q2: 12,926 shares 12,926 $339K 0.09% -1,746 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 4,094 shares; 2025Q4: 5,768 shares; 2026Q1: not reported; 2026Q2: 10,141 shares 10,141 $338K 0.09% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $327K 0.09% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,677 shares 8,677 $326K 0.09% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 818 shares; 2025Q2: 1,002 shares; 2025Q3: 1,255 shares; 2025Q4: 1,147 shares; 2026Q1: 1,159 shares; 2026Q2: 783 shares 783 $325K 0.09% -376 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 339 shares; 2025Q2: 373 shares; 2025Q3: 311 shares; 2025Q4: 189 shares; 2026Q1: 223 shares; 2026Q2: 269 shares 269 $323K 0.09% +46 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,504 shares; 2026Q1: 1,894 shares; 2026Q2: 2,645 shares 2,645 $311K 0.08% +751 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 4,298 shares; 2025Q4: 3,989 shares; 2026Q1: 4,071 shares; 2026Q2: 4,025 shares 4,025 $310K 0.08% -46 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $308K 0.08% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 1,970 shares; 2026Q2: 1,920 shares 1,920 $303K 0.08% -50 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares 254 $299K 0.08% new 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 loaded; 2024Q4: not loaded; 2025Q1: 868 shares; 2025Q2: 865 shares; 2025Q3: 1,444 shares; 2025Q4: 1,365 shares; 2026Q1: 1,415 shares; 2026Q2: 1,067 shares 1,067 $288K 0.08% -348 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares; 2026Q2: 3,461 shares 3,461 $286K 0.08% +223 Timeline STXT 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 loaded; 2024Q4: not loaded; 2025Q1: 12,740 shares; 2025Q2: 12,995 shares; 2025Q3: 14,401 shares; 2025Q4: 15,803 shares; 2026Q1: 12,517 shares; 2026Q2: 14,230 shares 14,230 $279K 0.07% +1,713 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $278K 0.07% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 661 shares; 2026Q1: 739 shares; 2026Q2: 737 shares 737 $275K 0.07% -2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 692 shares 692 $275K 0.07% new Timeline PWB 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,626 shares; 2026Q2: 1,617 shares 1,617 $272K 0.07% -9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,859 shares; 2025Q2: 1,858 shares; 2025Q3: 2,065 shares; 2025Q4: 2,114 shares; 2026Q1: 2,323 shares; 2026Q2: 2,128 shares 2,128 $269K 0.07% -195 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 770 shares; 2025Q4: not reported; 2026Q1: 508 shares; 2026Q2: 3,117 shares 3,117 $268K 0.07% +2,609 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,368 shares; 2026Q1: 4,654 shares; 2026Q2: 3,561 shares 3,561 $267K 0.07% -1,093 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,267 shares 3,267 $260K 0.07% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $259K 0.07% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $254K 0.07% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,548 shares; 2025Q2: 8,553 shares; 2025Q3: 8,424 shares; 2025Q4: 8,020 shares; 2026Q1: 7,422 shares; 2026Q2: 6,107 shares 6,107 $252K 0.07% -1,315 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares; 2026Q1: 2,993 shares; 2026Q2: 2,771 shares 2,771 $251K 0.07% -222 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $247K 0.07% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,378 shares 4,378 $247K 0.07% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907 shares; 2026Q2: 910 shares 910 $245K 0.07% +3 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,161 shares; 2026Q1: 3,161 shares; 2026Q2: 1,548 shares 1,548 $243K 0.06% -1,613 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,363 shares 2,363 $237K 0.06% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $236K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,995 shares 1,995 $233K 0.06% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $229K 0.06% new Timeline STXG 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,004 shares; 2026Q1: not reported; 2026Q2: 4,062 shares 4,062 $224K 0.06% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,387 shares; 2025Q4: 3,325 shares; 2026Q1: 3,391 shares; 2026Q2: 3,205 shares 3,205 $223K 0.06% -186 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 781 shares; 2025Q4: 797 shares; 2026Q1: not reported; 2026Q2: 781 shares 781 $220K 0.06% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,717 shares; 2025Q2: 7,419 shares; 2025Q3: 7,322 shares; 2025Q4: 4,555 shares; 2026Q1: 4,487 shares; 2026Q2: 2,789 shares 2,789 $211K 0.06% -1,698 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,326 shares 7,326 $209K 0.06% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875 shares 875 $208K 0.06% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,530 shares 4,530 $204K 0.05% new Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,960 shares 5,960 $203K 0.05% new Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,457 shares 2,457 $201K 0.05% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,158 shares; 2026Q1: 6,218 shares; 2026Q2: 4,418 shares 4,418 $200K 0.05% -1,800 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 loaded; 2024Q4: not loaded; 2025Q1: 581 shares; 2025Q2: 625 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 583 shares 583 $200K 0.05% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,015 shares 10,015 $46.3K 0.01% new Timeline