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: 18,809 shares; 2025Q1: 17,889 shares; 2025Q2: 11,510 shares; 2025Q3: 11,806 shares; 2025Q4: 12,051 shares; 2026Q1: 12,369 shares; 2026Q2: 20,486 shares 20,486 $15.3M 7.1% +8,117 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: 179,333 shares; 2025Q1: 185,101 shares; 2025Q2: 181,594 shares; 2025Q3: 176,948 shares; 2025Q4: 177,979 shares; 2026Q1: 188,532 shares; 2026Q2: 194,573 shares 194,573 $8.98M 4.15% +6,041 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: 55,506 shares; 2025Q1: 58,145 shares; 2025Q2: 58,867 shares; 2025Q3: 54,247 shares; 2025Q4: 52,821 shares; 2026Q1: 54,018 shares; 2026Q2: 53,517 shares 53,517 $7.36M 3.4% -501 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: 18,491 shares; 2025Q1: 18,487 shares; 2025Q2: 18,703 shares; 2025Q3: 18,693 shares; 2025Q4: 18,852 shares; 2026Q1: 23,368 shares; 2026Q2: 23,395 shares 23,395 $6.77M 3.13% +27 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 loaded; 2024Q4: 50,454 shares; 2025Q1: 50,557 shares; 2025Q2: 52,809 shares; 2025Q3: 51,533 shares; 2025Q4: 76,691 shares; 2026Q1: 125,025 shares; 2026Q2: 133,274 shares 133,274 $6.74M 3.12% +8,249 Timeline CORO 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,394 shares; 2026Q2: 183,754 shares 183,754 $6.73M 3.11% +3,360 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: 84,646 shares; 2025Q1: 87,905 shares; 2025Q2: 89,757 shares; 2025Q3: 88,691 shares; 2025Q4: 87,445 shares; 2026Q1: 85,092 shares; 2026Q2: 82,855 shares 82,855 $5.63M 2.61% -2,237 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,989 shares; 2025Q1: 20,107 shares; 2025Q2: 21,657 shares; 2025Q3: 21,716 shares; 2025Q4: 28,810 shares; 2026Q1: 28,929 shares; 2026Q2: 23,460 shares 23,460 $5.33M 2.46% -5,469 Timeline MINT 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: 36,859 shares; 2025Q1: 39,476 shares; 2025Q2: 39,964 shares; 2025Q3: 41,902 shares; 2025Q4: 43,121 shares; 2026Q1: 43,783 shares; 2026Q2: 44,414 shares 44,414 $4.48M 2.07% +631 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: not loaded; 2024Q4: 6,180 shares; 2025Q1: 5,386 shares; 2025Q2: 5,333 shares; 2025Q3: 5,462 shares; 2025Q4: 5,347 shares; 2026Q1: 5,317 shares; 2026Q2: 5,235 shares 5,235 $3.86M 1.78% -82 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 loaded; 2024Q4: 9,695 shares; 2025Q1: 9,855 shares; 2025Q2: 9,947 shares; 2025Q3: 9,718 shares; 2025Q4: 12,356 shares; 2026Q1: 12,804 shares; 2026Q2: 10,393 shares 10,393 $3.56M 1.65% -2,411 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: 4,231 shares; 2025Q1: 4,365 shares; 2025Q2: 4,427 shares; 2025Q3: 4,675 shares; 2025Q4: 4,658 shares; 2026Q1: 4,524 shares; 2026Q2: 4,511 shares 4,511 $3.37M 1.56% -13 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,538 shares; 2025Q1: 85,895 shares; 2025Q2: 87,079 shares; 2025Q3: 85,497 shares; 2025Q4: 83,609 shares; 2026Q1: 88,611 shares; 2026Q2: 88,729 shares 88,729 $3M 1.39% +118 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,467 shares; 2025Q1: 32,974 shares; 2025Q2: 33,969 shares; 2025Q3: 34,098 shares; 2025Q4: 34,822 shares; 2026Q1: 32,702 shares; 2026Q2: 32,298 shares 32,298 $2.98M 1.38% -404 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: not loaded; 2024Q4: 16,632 shares; 2025Q1: 17,643 shares; 2025Q2: 17,641 shares; 2025Q3: 17,159 shares; 2025Q4: 17,118 shares; 2026Q1: 17,400 shares; 2026Q2: 17,280 shares 17,280 $2.86M 1.32% -120 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,301 shares; 2025Q3: 57,844 shares; 2025Q4: 59,774 shares; 2026Q1: 62,836 shares; 2026Q2: 54,289 shares 54,289 $2.86M 1.32% -8,547 Timeline LDUR 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: 24,882 shares; 2025Q1: 26,701 shares; 2025Q2: 27,111 shares; 2025Q3: 27,693 shares; 2025Q4: 28,559 shares; 2026Q1: 29,017 shares; 2026Q2: 28,953 shares 28,953 $2.77M 1.28% -64 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: 25,578 shares; 2025Q1: 25,656 shares; 2025Q2: 25,782 shares; 2025Q3: 25,721 shares; 2025Q4: 26,490 shares; 2026Q1: 26,833 shares; 2026Q2: 26,995 shares 26,995 $2.55M 1.18% +162 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,091 shares; 2025Q1: 22,830 shares; 2025Q2: 25,847 shares; 2025Q3: 26,529 shares; 2025Q4: 25,264 shares; 2026Q1: 26,641 shares; 2026Q2: 28,303 shares 28,303 $2.49M 1.15% +1,662 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: 5,649 shares; 2025Q1: 5,261 shares; 2025Q2: 5,030 shares; 2025Q3: 4,901 shares; 2025Q4: 4,634 shares; 2026Q1: 4,755 shares; 2026Q2: 28,487 shares 28,487 $2.45M 1.13% +23,732 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,960 shares; 2025Q1: 45,657 shares; 2025Q2: 48,369 shares; 2025Q3: 48,169 shares; 2025Q4: 49,693 shares; 2026Q1: 48,531 shares; 2026Q2: 47,801 shares 47,801 $2.42M 1.12% -730 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,624 shares; 2025Q1: 11,917 shares; 2025Q2: 12,795 shares; 2025Q3: 12,468 shares; 2025Q4: 13,198 shares; 2026Q1: 94,657 shares; 2026Q2: 95,275 shares 95,275 $2.17M 1% +618 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,048 shares; 2025Q1: 37,188 shares; 2025Q2: 36,271 shares; 2025Q3: 38,810 shares; 2025Q4: 37,020 shares; 2026Q1: 41,310 shares; 2026Q2: 40,578 shares 40,578 $2.04M 0.95% -732 Timeline GSY 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: not loaded; 2024Q4: 35,742 shares; 2025Q1: 38,944 shares; 2025Q2: 40,695 shares; 2025Q3: 39,521 shares; 2025Q4: 40,531 shares; 2026Q1: 39,768 shares; 2026Q2: 40,376 shares 40,376 $2.02M 0.94% +608 Timeline VNLA 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: 36,006 shares; 2025Q1: 38,917 shares; 2025Q2: 40,793 shares; 2025Q3: 39,597 shares; 2025Q4: 40,650 shares; 2026Q1: 40,577 shares; 2026Q2: 41,255 shares 41,255 $2.02M 0.93% +678 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,169 shares; 2025Q1: 38,074 shares; 2025Q2: 49,222 shares; 2025Q3: 48,878 shares; 2025Q4: 50,431 shares; 2026Q1: 49,836 shares; 2026Q2: 47,687 shares 47,687 $1.93M 0.89% -2,149 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,028 shares; 2025Q1: 14,670 shares; 2025Q2: 15,847 shares; 2025Q3: 15,917 shares; 2025Q4: 15,569 shares; 2026Q1: 15,614 shares; 2026Q2: 15,949 shares 15,949 $1.9M 0.88% +335 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: 33,495 shares; 2025Q1: 33,203 shares; 2025Q2: 35,496 shares; 2025Q3: 33,030 shares; 2025Q4: 22,108 shares; 2026Q1: 19,903 shares; 2026Q2: 8,358 shares 8,358 $1.83M 0.85% -11,545 Timeline BLCR 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,478 shares; 2026Q2: 35,384 shares 35,384 $1.78M 0.82% +906 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,058 shares; 2025Q1: 14,745 shares; 2025Q2: 15,829 shares; 2025Q3: 16,643 shares; 2025Q4: 16,171 shares; 2026Q1: 15,655 shares; 2026Q2: 15,487 shares 15,487 $1.76M 0.81% -168 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: not loaded; 2024Q4: 70,792 shares; 2025Q1: 84,203 shares; 2025Q2: 83,666 shares; 2025Q3: 84,899 shares; 2025Q4: 82,553 shares; 2026Q1: 56,157 shares; 2026Q2: 54,626 shares 54,626 $1.73M 0.8% -1,531 Timeline IDEF 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,929 shares; 2026Q2: 52,296 shares 52,296 $1.66M 0.77% +2,367 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,335 shares; 2025Q3: 36,271 shares; 2025Q4: 36,562 shares; 2026Q1: 37,732 shares; 2026Q2: 37,639 shares 37,639 $1.62M 0.75% -93 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,119 shares; 2025Q1: 28,929 shares; 2025Q2: 37,870 shares; 2025Q3: 37,656 shares; 2025Q4: 46,192 shares; 2026Q1: 53,448 shares; 2026Q2: 58,135 shares 58,135 $1.55M 0.72% +4,687 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,983 shares; 2025Q1: 29,415 shares; 2025Q2: 30,964 shares; 2025Q3: 32,953 shares; 2025Q4: 32,644 shares; 2026Q1: 33,382 shares; 2026Q2: 33,769 shares 33,769 $1.55M 0.72% +387 Timeline TLH 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 reported; 2025Q1: 12,346 shares; 2025Q2: 17,272 shares; 2025Q3: 17,391 shares; 2025Q4: 14,783 shares; 2026Q1: 14,995 shares; 2026Q2: 15,172 shares 15,172 $1.52M 0.7% +177 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,755 shares; 2025Q3: 26,580 shares; 2025Q4: 34,824 shares; 2026Q1: 37,599 shares; 2026Q2: 41,139 shares 41,139 $1.51M 0.7% +3,540 Timeline XTRE 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: 26,289 shares; 2025Q1: 28,420 shares; 2025Q2: 29,645 shares; 2025Q3: 28,600 shares; 2025Q4: 29,326 shares; 2026Q1: 29,302 shares; 2026Q2: 30,128 shares 30,128 $1.48M 0.68% +826 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: 4,407 shares; 2025Q1: 4,553 shares; 2025Q2: 4,692 shares; 2025Q3: 3,345 shares; 2025Q4: 3,442 shares; 2026Q1: 3,558 shares; 2026Q2: 3,905 shares 3,905 $1.46M 0.67% +347 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 loaded; 2024Q4: 14,506 shares; 2025Q1: 26,210 shares; 2025Q2: 46,065 shares; 2025Q3: 47,259 shares; 2025Q4: 58,590 shares; 2026Q1: 33,428 shares; 2026Q2: 17,487 shares 17,487 $1.45M 0.67% -15,941 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,646 shares; 2025Q2: 10,443 shares; 2025Q3: 10,730 shares; 2025Q4: 16,864 shares; 2026Q1: 38,754 shares; 2026Q2: 54,431 shares 54,431 $1.44M 0.67% +15,677 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,962 shares; 2025Q1: 20,784 shares; 2025Q2: 21,981 shares; 2025Q3: 23,042 shares; 2025Q4: 23,112 shares; 2026Q1: 27,834 shares; 2026Q2: 38,703 shares 38,703 $1.43M 0.66% +10,869 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: 5,996 shares; 2025Q1: 6,254 shares; 2025Q2: 6,901 shares; 2025Q3: 6,701 shares; 2025Q4: 6,353 shares; 2026Q1: 6,261 shares; 2026Q2: 6,887 shares 6,887 $1.38M 0.64% +626 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 reported; 2025Q1: 3,944 shares; 2025Q2: not reported; 2025Q3: 2,390 shares; 2025Q4: 2,370 shares; 2026Q1: 16,636 shares; 2026Q2: 16,624 shares 16,624 $1.37M 0.64% -12 Timeline JVAL 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: 8,098 shares; 2025Q1: 8,360 shares; 2025Q2: 8,156 shares; 2025Q3: 8,118 shares; 2025Q4: 8,057 shares; 2026Q1: 23,909 shares; 2026Q2: 22,791 shares 22,791 $1.34M 0.62% -1,118 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,850 shares; 2026Q2: 22,491 shares 22,491 $1.32M 0.61% +2,641 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,633 shares 45,633 $1.28M 0.59% new 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: 2,107 shares; 2025Q1: 2,065 shares; 2025Q2: 2,077 shares; 2025Q3: 2,060 shares; 2025Q4: 2,110 shares; 2026Q1: 2,100 shares; 2026Q2: 2,103 shares 2,103 $1.18M 0.55% +3 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: 14,008 shares; 2025Q1: 15,026 shares; 2025Q2: 15,862 shares; 2025Q3: 16,379 shares; 2025Q4: 16,593 shares; 2026Q1: 20,139 shares; 2026Q2: 22,434 shares 22,434 $1.18M 0.55% +2,295 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,813 shares; 2025Q1: 23,793 shares; 2025Q2: 24,507 shares; 2025Q3: 24,467 shares; 2025Q4: 25,613 shares; 2026Q1: 23,354 shares; 2026Q2: 22,387 shares 22,387 $1.17M 0.54% -967 Timeline BILS 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: 14,733 shares; 2025Q1: 12,819 shares; 2025Q2: 13,121 shares; 2025Q3: 12,267 shares; 2025Q4: 11,776 shares; 2026Q1: 11,095 shares; 2026Q2: 11,789 shares 11,789 $1.17M 0.54% +694 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: 4,553 shares; 2025Q1: 4,450 shares; 2025Q2: 4,491 shares; 2025Q3: 4,427 shares; 2025Q4: 4,624 shares; 2026Q1: 4,834 shares; 2026Q2: 4,680 shares 4,680 $1.12M 0.52% -154 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: 2,562 shares; 2025Q1: 2,842 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,902 shares; 2026Q1: 3,302 shares; 2026Q2: 3,082 shares 3,082 $1.09M 0.5% -220 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 loaded; 2024Q4: 12,345 shares; 2025Q1: 13,432 shares; 2025Q2: 13,041 shares; 2025Q3: 12,137 shares; 2025Q4: 11,717 shares; 2026Q1: 11,397 shares; 2026Q2: 10,926 shares 10,926 $1.07M 0.5% -471 Timeline PMBS 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,523 shares; 2025Q4: 13,808 shares; 2026Q1: 19,414 shares; 2026Q2: 21,180 shares 21,180 $1.05M 0.48% +1,766 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: 30,855 shares; 2025Q1: 17,230 shares; 2025Q2: 17,441 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,333 shares 8,333 $1.04M 0.48% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,984 shares; 2025Q1: 20,362 shares; 2025Q2: 22,566 shares; 2025Q3: 23,015 shares; 2025Q4: 23,524 shares; 2026Q1: 32,686 shares; 2026Q2: 34,458 shares 34,458 $978K 0.45% +1,772 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: 2,535 shares; 2025Q1: 2,435 shares; 2025Q2: 2,494 shares; 2025Q3: 2,521 shares; 2025Q4: 2,364 shares; 2026Q1: 2,492 shares; 2026Q2: 2,316 shares 2,316 $974K 0.45% -176 Timeline QYLD 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: 40,579 shares; 2025Q1: 46,718 shares; 2025Q2: 49,727 shares; 2025Q3: 54,222 shares; 2025Q4: 52,374 shares; 2026Q1: 51,402 shares; 2026Q2: 51,364 shares 51,364 $947K 0.44% -38 Timeline JGRO 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: 7,690 shares; 2025Q1: 9,957 shares; 2025Q2: 10,053 shares; 2025Q3: 9,615 shares; 2025Q4: 9,072 shares; 2026Q1: 9,727 shares; 2026Q2: 9,507 shares 9,507 $937K 0.43% -220 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 loaded; 2024Q4: 5,704 shares; 2025Q1: 5,881 shares; 2025Q2: 5,590 shares; 2025Q3: 5,506 shares; 2025Q4: 4,890 shares; 2026Q1: 3,821 shares; 2026Q2: 3,952 shares 3,952 $935K 0.43% +131 Timeline INTF 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: 8,569 shares; 2025Q1: 7,770 shares; 2025Q2: 7,560 shares; 2025Q3: 7,462 shares; 2025Q4: 7,246 shares; 2026Q1: 18,965 shares; 2026Q2: 22,320 shares 22,320 $914K 0.42% +3,355 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: 7,701 shares; 2025Q1: 7,629 shares; 2025Q2: 8,644 shares; 2025Q3: 8,610 shares; 2025Q4: 8,643 shares; 2026Q1: 9,741 shares; 2026Q2: 9,710 shares 9,710 $882K 0.41% -31 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,240 shares; 2025Q2: 6,323 shares; 2025Q3: 6,861 shares; 2025Q4: 6,586 shares; 2026Q1: 7,634 shares; 2026Q2: 5,379 shares 5,379 $869K 0.4% -2,255 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,977 shares; 2025Q1: 17,348 shares; 2025Q2: 17,395 shares; 2025Q3: 15,796 shares; 2025Q4: 15,191 shares; 2026Q1: 13,393 shares; 2026Q2: 14,038 shares 14,038 $853K 0.39% +645 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,919 shares; 2025Q1: 11,276 shares; 2025Q2: 11,289 shares; 2025Q3: 16,255 shares; 2025Q4: 16,785 shares; 2026Q1: 17,281 shares; 2026Q2: 18,636 shares 18,636 $848K 0.39% +1,355 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 reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,839 shares; 2025Q4: 1,994 shares; 2026Q1: 2,433 shares; 2026Q2: 2,777 shares 2,777 $841K 0.39% +344 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,414 shares; 2025Q1: 16,330 shares; 2025Q2: 16,228 shares; 2025Q3: 16,232 shares; 2025Q4: 17,455 shares; 2026Q1: 17,344 shares; 2026Q2: 17,303 shares 17,303 $809K 0.37% -41 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,922 shares; 2026Q2: 28,081 shares 28,081 $767K 0.35% +4,159 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 loaded; 2024Q4: 15,237 shares; 2025Q1: 15,815 shares; 2025Q2: 15,117 shares; 2025Q3: 15,150 shares; 2025Q4: 14,992 shares; 2026Q1: 15,770 shares; 2026Q2: 14,967 shares 14,967 $763K 0.35% -803 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,517 shares; 2025Q1: 6,717 shares; 2025Q2: 6,520 shares; 2025Q3: 6,554 shares; 2025Q4: 6,516 shares; 2026Q1: 6,936 shares; 2026Q2: 6,800 shares 6,800 $749K 0.35% -136 Timeline FBCG 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,223 shares; 2026Q2: 12,022 shares 12,022 $747K 0.35% -201 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: 2,881 shares; 2025Q1: 2,891 shares; 2025Q2: 2,866 shares; 2025Q3: 2,755 shares; 2025Q4: 2,526 shares; 2026Q1: 2,057 shares; 2026Q2: 2,072 shares 2,072 $740K 0.34% +15 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,541 shares; 2025Q4: 5,709 shares; 2026Q1: 6,631 shares; 2026Q2: 8,202 shares 8,202 $737K 0.34% +1,571 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,157 shares; 2025Q1: 15,712 shares; 2025Q2: 15,340 shares; 2025Q3: 20,874 shares; 2025Q4: 20,086 shares; 2026Q1: 9,063 shares; 2026Q2: 9,581 shares 9,581 $723K 0.33% +518 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: 1,097 shares; 2025Q1: 1,065 shares; 2025Q2: 1,063 shares; 2025Q3: 1,068 shares; 2025Q4: 1,127 shares; 2026Q1: 1,444 shares; 2026Q2: 1,435 shares 1,435 $718K 0.33% -9 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,342 shares; 2025Q1: 13,592 shares; 2025Q2: 13,940 shares; 2025Q3: 14,087 shares; 2025Q4: 13,755 shares; 2026Q1: 13,596 shares; 2026Q2: 13,214 shares 13,214 $711K 0.33% -382 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,980 shares; 2025Q1: 5,861 shares; 2025Q2: 6,222 shares; 2025Q3: 7,002 shares; 2025Q4: 6,856 shares; 2026Q1: 6,906 shares; 2026Q2: 6,532 shares 6,532 $700K 0.32% -374 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,070 shares; 2025Q1: 3,220 shares; 2025Q2: 3,107 shares; 2025Q3: 3,113 shares; 2025Q4: 3,117 shares; 2026Q1: 3,285 shares; 2026Q2: 3,184 shares 3,184 $694K 0.32% -101 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: not loaded; 2024Q4: 8,183 shares; 2025Q1: 10,781 shares; 2025Q2: 10,867 shares; 2025Q3: 12,060 shares; 2025Q4: 12,669 shares; 2026Q1: 13,280 shares; 2026Q2: 14,756 shares 14,756 $692K 0.32% +1,476 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: 1,700 shares; 2025Q1: 2,654 shares; 2025Q2: 3,713 shares; 2025Q3: 4,218 shares; 2025Q4: 4,300 shares; 2026Q1: 3,653 shares; 2026Q2: 3,746 shares 3,746 $680K 0.31% +93 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: 5,169 shares; 2025Q1: 5,282 shares; 2025Q2: 5,346 shares; 2025Q3: 5,396 shares; 2025Q4: 5,002 shares; 2026Q1: 6,094 shares; 2026Q2: 5,994 shares 5,994 $679K 0.31% -100 Timeline TCHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,123 shares; 2026Q2: 13,309 shares 13,309 $667K 0.31% +186 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 reported; 2025Q1: 11,131 shares; 2025Q2: 12,364 shares; 2025Q3: 13,499 shares; 2025Q4: 12,867 shares; 2026Q1: 12,963 shares; 2026Q2: 13,120 shares 13,120 $665K 0.31% +157 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,329 shares; 2026Q2: 12,938 shares 12,938 $660K 0.31% -1,391 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,584 shares; 2025Q1: 8,945 shares; 2025Q2: 11,399 shares; 2025Q3: 12,713 shares; 2025Q4: 12,937 shares; 2026Q1: 13,857 shares; 2026Q2: 14,246 shares 14,246 $652K 0.3% +389 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: 13,662 shares; 2025Q1: 13,842 shares; 2025Q2: 11,997 shares; 2025Q3: 11,509 shares; 2025Q4: 11,899 shares; 2026Q1: 11,863 shares; 2026Q2: 6,913 shares 6,913 $634K 0.29% -4,950 Timeline IWY 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: 2,055 shares; 2025Q1: 1,975 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 2,052 shares; 2026Q1: 2,073 shares; 2026Q2: 2,171 shares 2,171 $631K 0.29% +98 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: 3,475 shares; 2025Q1: 3,885 shares; 2025Q2: 3,693 shares; 2025Q3: 3,279 shares; 2025Q4: 4,809 shares; 2026Q1: 4,768 shares; 2026Q2: 4,600 shares 4,600 $629K 0.29% -168 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 1,154 shares; 2026Q2: 1,076 shares 1,076 $625K 0.29% -78 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,821 shares; 2025Q1: 10,139 shares; 2025Q2: 10,157 shares; 2025Q3: 11,283 shares; 2025Q4: 12,100 shares; 2026Q1: 12,243 shares; 2026Q2: 13,670 shares 13,670 $623K 0.29% +1,427 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,459 shares; 2025Q1: 17,816 shares; 2025Q2: 18,078 shares; 2025Q3: 19,410 shares; 2025Q4: 19,840 shares; 2026Q1: 19,967 shares; 2026Q2: 13,878 shares 13,878 $603K 0.28% -6,089 Timeline SMMU 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: 7,155 shares; 2025Q1: 7,139 shares; 2025Q2: 7,187 shares; 2025Q3: 7,187 shares; 2025Q4: 7,074 shares; 2026Q1: 9,873 shares; 2026Q2: 11,645 shares 11,645 $588K 0.27% +1,772 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,055 shares; 2026Q2: 11,718 shares 11,718 $581K 0.27% +1,663 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,910 shares; 2025Q2: 8,162 shares; 2025Q3: 8,711 shares; 2025Q4: 18,098 shares; 2026Q1: 18,887 shares; 2026Q2: 18,767 shares 18,767 $576K 0.27% -120 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: 4,728 shares; 2025Q1: 4,927 shares; 2025Q2: 5,235 shares; 2025Q3: 5,822 shares; 2025Q4: 5,629 shares; 2026Q1: 5,782 shares; 2026Q2: 5,946 shares 5,946 $574K 0.27% +164 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: 7,424 shares; 2025Q1: 7,106 shares; 2025Q2: 6,159 shares; 2025Q3: 6,060 shares; 2025Q4: 6,395 shares; 2026Q1: 6,789 shares; 2026Q2: 6,767 shares 6,767 $567K 0.26% -22 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: 35,836 shares; 2025Q1: 31,935 shares; 2025Q2: 29,396 shares; 2025Q3: 28,037 shares; 2025Q4: 27,696 shares; 2026Q1: 21,096 shares; 2026Q2: 21,863 shares 21,863 $558K 0.26% +767 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: 15,793 shares; 2025Q1: 14,287 shares; 2025Q2: 12,426 shares; 2025Q3: 13,019 shares; 2025Q4: 10,925 shares; 2026Q1: 10,957 shares; 2026Q2: 11,028 shares 11,028 $558K 0.26% +71 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 loaded; 2024Q4: 2,143 shares; 2025Q1: 2,330 shares; 2025Q2: 2,169 shares; 2025Q3: 2,056 shares; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares; 2026Q2: 1,456 shares 1,456 $536K 0.25% -375 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,382 shares; 2025Q1: 10,521 shares; 2025Q2: 10,550 shares; 2025Q3: 11,597 shares; 2025Q4: 10,624 shares; 2026Q1: 11,304 shares; 2026Q2: 13,192 shares 13,192 $521K 0.24% +1,888 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,043 shares; 2025Q1: 6,216 shares; 2025Q2: 5,867 shares; 2025Q3: 5,753 shares; 2025Q4: 5,468 shares; 2026Q1: 6,791 shares; 2026Q2: 6,670 shares 6,670 $520K 0.24% -121 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,566 shares; 2025Q1: 11,511 shares; 2025Q2: 11,438 shares; 2025Q3: 11,493 shares; 2025Q4: 12,604 shares; 2026Q1: 12,415 shares; 2026Q2: 12,497 shares 12,497 $511K 0.24% +82 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: 4,358 shares; 2025Q1: 4,781 shares; 2025Q2: 4,953 shares; 2025Q3: 4,990 shares; 2025Q4: 4,896 shares; 2026Q1: 4,862 shares; 2026Q2: 4,297 shares 4,297 $505K 0.23% -565 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,162 shares; 2026Q1: 2,450 shares; 2026Q2: 2,427 shares 2,427 $485K 0.22% -23 Timeline AIRR 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 reported; 2025Q1: 3,209 shares; 2025Q2: 3,326 shares; 2025Q3: 3,250 shares; 2025Q4: 3,145 shares; 2026Q1: 3,353 shares; 2026Q2: 3,570 shares 3,570 $476K 0.22% +217 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: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,819 shares; 2026Q2: 2,819 shares 2,819 $461K 0.21% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,293 shares; 2025Q1: 17,293 shares; 2025Q2: 17,338 shares; 2025Q3: 17,339 shares; 2025Q4: 15,827 shares; 2026Q1: 15,822 shares; 2026Q2: 15,822 shares 15,822 $458K 0.21% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 3,655 shares 3,655 $454K 0.21% +2,822 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: 1,860 shares; 2025Q1: 2,026 shares; 2025Q2: 2,011 shares; 2025Q3: 2,030 shares; 2025Q4: 2,104 shares; 2026Q1: 2,049 shares; 2026Q2: 1,784 shares 1,784 $453K 0.21% -265 Timeline DIVI 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 loaded; 2024Q4: 7,098 shares; 2025Q1: 7,935 shares; 2025Q2: 7,759 shares; 2025Q3: 7,947 shares; 2025Q4: 8,767 shares; 2026Q1: 10,163 shares; 2026Q2: 10,139 shares 10,139 $433K 0.2% -24 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: 4,022 shares; 2025Q1: 3,047 shares; 2025Q2: 3,277 shares; 2025Q3: 2,777 shares; 2025Q4: 2,719 shares; 2026Q1: 2,892 shares; 2026Q2: 3,643 shares 3,643 $425K 0.2% +751 Timeline FLQL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,617 shares; 2026Q2: 5,319 shares 5,319 $416K 0.19% +702 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 reported; 2025Q1: not reported; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,466 shares; 2026Q1: 2,519 shares; 2026Q2: 2,881 shares 2,881 $416K 0.19% +362 Timeline EMGF 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: 5,380 shares; 2025Q1: 5,583 shares; 2025Q2: 5,328 shares; 2025Q3: 5,800 shares; 2025Q4: 5,904 shares; 2026Q1: 5,804 shares; 2026Q2: 5,630 shares 5,630 $412K 0.19% -174 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: 4,302 shares; 2025Q1: 4,693 shares; 2025Q2: 4,599 shares; 2025Q3: 4,976 shares; 2025Q4: 5,087 shares; 2026Q1: 5,084 shares; 2026Q2: 5,197 shares 5,197 $411K 0.19% +113 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: 6,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 3,728 shares; 2026Q2: 3,802 shares 3,802 $409K 0.19% +74 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: 7,220 shares; 2025Q1: 8,137 shares; 2025Q2: 5,971 shares; 2025Q3: 5,820 shares; 2025Q4: 5,750 shares; 2026Q1: 5,360 shares; 2026Q2: 5,304 shares 5,304 $409K 0.19% -56 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,651 shares; 2025Q1: 3,598 shares; 2025Q2: 3,501 shares; 2025Q3: 3,502 shares; 2025Q4: 3,467 shares; 2026Q1: 3,268 shares; 2026Q2: 3,229 shares 3,229 $408K 0.19% -39 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,219 shares; 2025Q1: 12,700 shares; 2025Q2: 11,685 shares; 2025Q3: 4,608 shares; 2025Q4: 4,576 shares; 2026Q1: 4,356 shares; 2026Q2: 4,193 shares 4,193 $406K 0.19% -163 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: 62,247 shares; 2025Q1: 47,013 shares; 2025Q2: 71,633 shares; 2025Q3: 70,153 shares; 2025Q4: 57,438 shares; 2026Q1: 30,852 shares; 2026Q2: 5,100 shares 5,100 $390K 0.18% -25,752 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 3,323 shares; 2026Q1: 4,001 shares; 2026Q2: 3,930 shares 3,930 $380K 0.18% -71 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,647 shares; 2025Q1: 15,027 shares; 2025Q2: 14,234 shares; 2025Q3: 14,296 shares; 2025Q4: 14,798 shares; 2026Q1: 14,257 shares; 2026Q2: 18,057 shares 18,057 $374K 0.17% +3,800 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,290 shares; 2025Q1: 16,118 shares; 2025Q2: 16,151 shares; 2025Q3: 16,130 shares; 2025Q4: 12,810 shares; 2026Q1: 14,596 shares; 2026Q2: 15,391 shares 15,391 $371K 0.17% +795 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: not loaded; 2024Q4: 5,175 shares; 2025Q1: 5,655 shares; 2025Q2: 5,709 shares; 2025Q3: 6,024 shares; 2025Q4: 6,181 shares; 2026Q1: 6,292 shares; 2026Q2: 6,171 shares 6,171 $364K 0.17% -121 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,686 shares; 2025Q1: 12,895 shares; 2025Q2: 9,486 shares; 2025Q3: 9,876 shares; 2025Q4: 9,550 shares; 2026Q1: 9,304 shares; 2026Q2: 9,315 shares 9,315 $356K 0.16% +11 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,588 shares; 2025Q2: 7,588 shares; 2025Q3: 7,588 shares; 2025Q4: 7,588 shares; 2026Q1: 6,588 shares; 2026Q2: 6,588 shares 6,588 $355K 0.16% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,571 shares; 2025Q1: 1,279 shares; 2025Q2: 1,264 shares; 2025Q3: 1,205 shares; 2025Q4: 1,232 shares; 2026Q1: 1,051 shares; 2026Q2: 924 shares 924 $349K 0.16% -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: not loaded; 2024Q4: 2,324 shares; 2025Q1: 2,584 shares; 2025Q2: 2,870 shares; 2025Q3: 2,956 shares; 2025Q4: 2,949 shares; 2026Q1: 2,925 shares; 2026Q2: 2,684 shares 2,684 $345K 0.16% -241 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,671 shares; 2025Q1: 5,483 shares; 2025Q2: 5,441 shares; 2025Q3: 5,785 shares; 2025Q4: 5,573 shares; 2026Q1: 6,722 shares; 2026Q2: 6,624 shares 6,624 $343K 0.16% -98 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 loaded; 2024Q4: 1,261 shares; 2025Q1: 1,320 shares; 2025Q2: 1,358 shares; 2025Q3: 1,270 shares; 2025Q4: 1,337 shares; 2026Q1: 1,370 shares; 2026Q2: 1,355 shares 1,355 $341K 0.16% -15 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,714 shares; 2025Q1: 7,528 shares; 2025Q2: 7,508 shares; 2025Q3: 7,669 shares; 2025Q4: 7,768 shares; 2026Q1: 7,642 shares; 2026Q2: 7,364 shares 7,364 $337K 0.16% -278 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares; 2026Q2: 1,185 shares 1,185 $334K 0.15% +5 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 reported; 2025Q1: not reported; 2025Q2: 2,557 shares; 2025Q3: 2,592 shares; 2025Q4: 2,610 shares; 2026Q1: 2,645 shares; 2026Q2: 2,632 shares 2,632 $333K 0.15% -13 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 871 shares; 2025Q2: 887 shares; 2025Q3: 898 shares; 2025Q4: 859 shares; 2026Q1: 905 shares; 2026Q2: 926 shares 926 $327K 0.15% +21 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 3,226 shares; 2026Q1: 3,512 shares; 2026Q2: 3,540 shares 3,540 $316K 0.15% +28 Timeline SPIP 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 reported; 2025Q1: 12,467 shares; 2025Q2: 12,621 shares; 2025Q3: 12,971 shares; 2025Q4: 13,034 shares; 2026Q1: 13,301 shares; 2026Q2: 12,262 shares 12,262 $315K 0.15% -1,039 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: not loaded; 2024Q4: 772 shares; 2025Q1: 828 shares; 2025Q2: 871 shares; 2025Q3: 875 shares; 2025Q4: 879 shares; 2026Q1: 873 shares; 2026Q2: 867 shares 867 $314K 0.15% -6 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,947 shares; 2025Q1: 7,069 shares; 2025Q2: 7,209 shares; 2025Q3: 7,341 shares; 2025Q4: 7,364 shares; 2026Q1: 7,477 shares; 2026Q2: 7,380 shares 7,380 $312K 0.14% -97 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,142 shares; 2025Q1: 2,178 shares; 2025Q2: 2,130 shares; 2025Q3: 1,911 shares; 2025Q4: 1,956 shares; 2026Q1: 2,003 shares; 2026Q2: 2,101 shares 2,101 $308K 0.14% +98 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 reported; 2025Q1: 1,568 shares; 2025Q2: 1,719 shares; 2025Q3: 1,601 shares; 2025Q4: 1,583 shares; 2026Q1: 1,621 shares; 2026Q2: 1,646 shares 1,646 $305K 0.14% +25 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 5,171 shares; 2025Q4: 5,161 shares; 2026Q1: 5,117 shares; 2026Q2: 5,264 shares 5,264 $305K 0.14% +147 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,699 shares; 2025Q2: 4,859 shares; 2025Q3: 5,261 shares; 2025Q4: 5,502 shares; 2026Q1: 5,541 shares; 2026Q2: 5,422 shares 5,422 $305K 0.14% -119 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,813 shares; 2025Q1: 5,842 shares; 2025Q2: 7,148 shares; 2025Q3: 7,151 shares; 2025Q4: 8,065 shares; 2026Q1: 5,035 shares; 2026Q2: 5,102 shares 5,102 $301K 0.14% +67 Timeline ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,448 shares 10,448 $300K 0.14% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 784 shares; 2025Q3: 799 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 876 shares 876 $289K 0.13% -17 Timeline FTHI 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: 10,767 shares; 2025Q1: 11,750 shares; 2025Q2: 12,138 shares; 2025Q3: 11,936 shares; 2025Q4: 11,941 shares; 2026Q1: 12,038 shares; 2026Q2: 11,848 shares 11,848 $283K 0.13% -190 Timeline SYSB 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,008 shares; 2026Q1: 3,080 shares; 2026Q2: 3,151 shares 3,151 $280K 0.13% +71 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,511 shares; 2025Q2: 6,248 shares; 2025Q3: 6,380 shares; 2025Q4: 6,403 shares; 2026Q1: 6,329 shares; 2026Q2: 6,215 shares 6,215 $279K 0.13% -114 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,021 shares; 2026Q1: 2,047 shares; 2026Q2: 2,015 shares 2,015 $276K 0.13% -32 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,314 shares; 2025Q2: 2,385 shares; 2025Q3: 2,437 shares; 2025Q4: 2,465 shares; 2026Q1: 2,504 shares; 2026Q2: 2,488 shares 2,488 $275K 0.13% -16 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,917 shares; 2025Q1: 8,498 shares; 2025Q2: 8,940 shares; 2025Q3: 8,553 shares; 2025Q4: 8,337 shares; 2026Q1: 5,339 shares; 2026Q2: 5,400 shares 5,400 $272K 0.13% +61 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 544 shares; 2025Q2: 567 shares; 2025Q3: 600 shares; 2025Q4: 602 shares; 2026Q1: 569 shares; 2026Q2: 533 shares 533 $272K 0.13% -36 Timeline CATH 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: 2,893 shares; 2025Q1: not reported; 2025Q2: 2,884 shares; 2025Q3: 2,976 shares; 2025Q4: 2,951 shares; 2026Q1: 2,963 shares; 2026Q2: 3,054 shares 3,054 $270K 0.13% +91 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 759 shares; 2025Q4: 748 shares; 2026Q1: 753 shares; 2026Q2: 744 shares 744 $264K 0.12% -9 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: 3,005 shares; 2025Q3: 3,061 shares; 2025Q4: 3,051 shares; 2026Q1: 3,082 shares; 2026Q2: 3,020 shares 3,020 $261K 0.12% -62 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: not loaded; 2024Q4: 355 shares; 2025Q1: 357 shares; 2025Q2: 364 shares; 2025Q3: 368 shares; 2025Q4: 355 shares; 2026Q1: 293 shares; 2026Q2: 279 shares 279 $261K 0.12% -14 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: 880 shares; 2025Q1: 813 shares; 2025Q2: 747 shares; 2025Q3: 751 shares; 2025Q4: 734 shares; 2026Q1: 752 shares; 2026Q2: 756 shares 756 $259K 0.12% +4 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,845 shares; 2026Q1: not reported; 2026Q2: 4,504 shares 4,504 $257K 0.12% 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 loaded; 2024Q4: not reported; 2025Q1: 1,107 shares; 2025Q2: 1,106 shares; 2025Q3: 1,098 shares; 2025Q4: 1,100 shares; 2026Q1: 1,083 shares; 2026Q2: 1,052 shares 1,052 $255K 0.12% -31 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,225 shares; 2025Q2: 4,758 shares; 2025Q3: 5,105 shares; 2025Q4: 4,827 shares; 2026Q1: 4,905 shares; 2026Q2: 4,916 shares 4,916 $253K 0.12% +11 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,784 shares 6,784 $253K 0.12% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,702 shares 2,702 $253K 0.12% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,040 shares; 2025Q3: 1,056 shares; 2025Q4: 1,051 shares; 2026Q1: 1,075 shares; 2026Q2: 1,053 shares 1,053 $251K 0.12% -22 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,270 shares; 2025Q2: 5,382 shares; 2025Q3: 5,434 shares; 2025Q4: 5,398 shares; 2026Q1: 5,361 shares; 2026Q2: 5,218 shares 5,218 $248K 0.11% -143 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $248K 0.11% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,093 shares; 2025Q2: 4,078 shares; 2025Q3: 4,218 shares; 2025Q4: 4,067 shares; 2026Q1: 4,071 shares; 2026Q2: 4,031 shares 4,031 $248K 0.11% -40 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,721 shares; 2026Q2: 2,531 shares 2,531 $244K 0.11% -190 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,278 shares; 2025Q3: 8,242 shares; 2025Q4: 7,900 shares; 2026Q1: 7,873 shares; 2026Q2: 7,933 shares 7,933 $244K 0.11% +60 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares; 2026Q2: 2,462 shares 2,462 $240K 0.11% -52 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,331 shares 7,331 $240K 0.11% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $237K 0.11% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,127 shares; 2025Q3: 4,150 shares; 2025Q4: 4,383 shares; 2026Q1: 4,530 shares; 2026Q2: 4,573 shares 4,573 $233K 0.11% +43 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: 1,167 shares; 2025Q1: 1,179 shares; 2025Q2: 1,175 shares; 2025Q3: 1,395 shares; 2025Q4: 2,715 shares; 2026Q1: not reported; 2026Q2: 1,220 shares 1,220 $232K 0.11% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,464 shares; 2026Q2: 5,529 shares 5,529 $232K 0.11% +65 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,849 shares 2,849 $231K 0.11% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 899 shares; 2025Q1: 904 shares; 2025Q2: 858 shares; 2025Q3: 822 shares; 2025Q4: 800 shares; 2026Q1: 820 shares; 2026Q2: 702 shares 702 $230K 0.11% -118 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,532 shares; 2026Q1: 1,543 shares; 2026Q2: 1,509 shares 1,509 $229K 0.11% -34 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 loaded; 2024Q4: 4,816 shares; 2025Q1: 4,823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,045 shares; 2026Q1: 3,965 shares; 2026Q2: 3,931 shares 3,931 $227K 0.1% -34 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares; 2026Q1: 1,920 shares; 2026Q2: 1,884 shares 1,884 $226K 0.1% -36 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $224K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares 1,677 $222K 0.1% new Timeline JSCP 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 reported; 2025Q1: 4,426 shares; 2025Q2: 4,694 shares; 2025Q3: 5,182 shares; 2025Q4: 5,414 shares; 2026Q1: not reported; 2026Q2: 4,626 shares 4,626 $218K 0.1% new 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 loaded; 2024Q4: 8,427 shares; 2025Q1: 8,427 shares; 2025Q2: 7,176 shares; 2025Q3: 11,070 shares; 2025Q4: 8,825 shares; 2026Q1: 4,108 shares; 2026Q2: 4,034 shares 4,034 $216K 0.1% -74 Timeline IGEB 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 reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,775 shares 4,775 $215K 0.1% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 2,942 shares; 2025Q3: 2,975 shares; 2025Q4: 2,978 shares; 2026Q1: 3,058 shares; 2026Q2: 3,016 shares 3,016 $213K 0.1% -42 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 955 shares; 2025Q3: 963 shares; 2025Q4: 953 shares; 2026Q1: 915 shares; 2026Q2: 862 shares 862 $209K 0.1% -53 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,348 shares 2,348 $206K 0.1% 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: 8,285 shares; 2025Q1: 8,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,828 shares 7,828 $205K 0.09% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,969 shares 2,969 $205K 0.09% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $205K 0.09% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,738 shares 1,738 $204K 0.09% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,779 shares 1,779 $202K 0.09% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,953 shares; 2025Q1: 14,953 shares; 2025Q2: 14,953 shares; 2025Q3: 14,953 shares; 2025Q4: 14,953 shares; 2026Q1: 14,953 shares; 2026Q2: 14,953 shares 14,953 $181K 0.08% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,425 shares; 2025Q1: 16,875 shares; 2025Q2: 20,875 shares; 2025Q3: 17,875 shares; 2025Q4: 17,875 shares; 2026Q1: 20,875 shares; 2026Q2: 24,425 shares 24,425 $133K 0.06% +3,550 Timeline