IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 188,532 $8.71M 4.42% +10,553 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,369 $8.08M 4.1% +318 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; 2024Q2: restricted; 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 125,025 $6.33M 3.21% +48,334 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 54,018 $6.11M 3.1% +1,197 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 28,929 $6.11M 3.1% +119 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 23,368 $5.93M 3.01% +4,516 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180,394 shares 180,394 $5.8M 2.94% new 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; 2024Q2: restricted; 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 85,092 $4.95M 2.51% -2,353 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; 2024Q2: restricted; 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 43,783 $4.4M 2.23% +662 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,903 $3.82M 1.94% -2,205 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,400 $3.6M 1.83% +282 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,804 $3.07M 1.56% +448 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; 2024Q2: restricted; 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 5,317 $3.07M 1.56% -30 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; 2024Q2: restricted; 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 32,702 $3.02M 1.53% -2,120 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; 2024Q2: restricted; 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 4,524 $2.94M 1.49% -134 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; 2024Q2: restricted; 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 29,017 $2.78M 1.41% +458 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; 2024Q2: restricted; 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 88,611 $2.58M 1.31% +5,002 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,833 $2.55M 1.29% +343 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; 2024Q2: restricted; 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 48,531 $2.45M 1.24% -1,162 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 33,428 $2.33M 1.18% -25,162 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 30,852 $2.29M 1.16% -26,586 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 94,657 $2.17M 1.1% +81,459 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; 2024Q2: restricted; 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 4,755 $2.08M 1.05% +121 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; 2024Q2: restricted; 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 62,836 $2.07M 1.05% +3,062 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; 2024Q2: restricted; 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 26,641 $2.04M 1.03% +1,377 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; 2024Q2: restricted; 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 49,836 $2.02M 1.02% -595 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; 2024Q2: restricted; 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 39,768 $1.99M 1.01% -763 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; 2024Q2: restricted; 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 40,577 $1.98M 1.01% -73 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; 2024Q2: restricted; 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 41,310 $1.89M 0.96% +4,290 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; 2024Q2: restricted; 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 56,157 $1.72M 0.87% -26,396 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,655 $1.71M 0.87% -516 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,929 shares 49,929 $1.63M 0.83% new 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; 2024Q2: restricted; 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 15,614 $1.53M 0.78% +45 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 33,382 $1.52M 0.77% +738 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,995 $1.51M 0.77% +212 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; 2024Q2: restricted; 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 29,302 $1.45M 0.74% -24 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,478 shares 34,478 $1.42M 0.72% new 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; 2024Q2: restricted; 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 37,732 $1.37M 0.69% +1,170 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; 2024Q2: restricted; 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 16,636 $1.32M 0.67% +14,266 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; 2024Q2: restricted; 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 53,448 $1.32M 0.67% +7,256 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,558 $1.32M 0.67% +116 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; 2024Q2: restricted; 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 37,599 $1.27M 0.64% +2,775 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,481 shares; 2025Q3: 23,516 shares; 2025Q4: 24,078 shares; 2026Q1: 24,864 shares 24,864 $1.24M 0.63% +786 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; 2024Q2: restricted; 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 23,354 $1.21M 0.62% -2,259 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; 2024Q2: restricted; 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 2,100 $1.2M 0.61% -10 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; 2024Q2: restricted; 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 23,909 $1.17M 0.59% +15,852 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; 2024Q2: restricted; 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 11,095 $1.1M 0.56% -681 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,261 $1.09M 0.55% -92 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; 2024Q2: restricted; 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 11,863 $1.09M 0.55% -36 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; 2024Q2: restricted; 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 11,397 $1.07M 0.54% -320 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; 2024Q2: restricted; 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 20,139 $1.05M 0.53% +3,546 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,834 $1.03M 0.52% +4,722 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,850 shares 19,850 $1.02M 0.52% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 38,754 $1.02M 0.52% +21,890 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; 2024Q2: restricted; 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 4,834 $1.01M 0.51% +210 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,523 shares; 2025Q4: 13,808 shares; 2026Q1: 19,414 shares 19,414 $963K 0.49% +5,606 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,302 $947K 0.48% +400 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; 2024Q2: restricted; 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 32,686 $937K 0.48% +9,162 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,492 $926K 0.47% +128 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; 2024Q2: restricted; 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 51,402 $882K 0.45% -972 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,967 $868K 0.44% +127 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; 2024Q2: restricted; 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 7,634 $856K 0.43% +1,048 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; 2024Q2: restricted; 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 9,727 $822K 0.42% +655 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; 2024Q2: restricted; 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 3,821 $822K 0.42% -1,069 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; 2024Q2: restricted; 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 4,768 $809K 0.41% -41 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; 2024Q2: restricted; 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 9,063 $799K 0.41% -11,023 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; 2024Q2: restricted; 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 17,281 $788K 0.4% +496 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; 2024Q2: restricted; 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 1,831 $788K 0.4% 0 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; 2024Q2: restricted; 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 17,344 $779K 0.4% -111 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; 2024Q2: restricted; 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 9,741 $770K 0.39% +1,098 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; 2024Q2: restricted; 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 6,906 $766K 0.39% +50 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; 2024Q2: restricted; 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 13,393 $758K 0.38% -1,798 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,094 $757K 0.38% +1,092 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,965 $739K 0.37% +11,719 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; 2024Q2: restricted; 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 15,770 $732K 0.37% +778 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,329 shares 14,329 $731K 0.37% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,936 $709K 0.36% +420 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; 2024Q2: restricted; 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 1,444 $692K 0.35% +317 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,596 $676K 0.34% -159 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,922 shares 23,922 $651K 0.33% 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; 2024Q2: restricted; 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 3,653 $651K 0.33% -647 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; 2024Q2: restricted; 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 12,963 $648K 0.33% +96 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; 2024Q2: restricted; 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 3,285 $645K 0.33% +168 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; 2024Q2: restricted; 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 13,857 $626K 0.32% +920 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; 2024Q2: restricted; 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 13,280 $622K 0.32% +611 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,223 shares 12,223 $613K 0.31% new 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; 2024Q2: restricted; 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 18,887 $609K 0.31% +789 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,057 $592K 0.3% -469 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,123 shares 13,123 $580K 0.29% new 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; 2024Q2: restricted; 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 2,433 $578K 0.29% +439 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; 2024Q2: restricted; 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 12,243 $561K 0.28% +143 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; 2024Q2: restricted; 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 10,957 $547K 0.28% +32 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; 2024Q2: restricted; 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 21,096 $540K 0.27% -6,600 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,782 $536K 0.27% +153 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; 2024Q2: restricted; 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 6,791 $533K 0.27% +1,323 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,073 $516K 0.26% +21 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; 2024Q2: restricted; 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 6,789 $510K 0.26% +394 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,049 $501K 0.25% -55 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; 2024Q2: restricted; 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 9,873 $498K 0.25% +2,799 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,055 shares 10,055 $498K 0.25% new 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; 2024Q2: restricted; 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 12,415 $494K 0.25% -189 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; 2024Q2: restricted; 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 3,268 $455K 0.23% -199 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; 2024Q2: restricted; 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 11,304 $449K 0.23% +680 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; 2024Q2: restricted; 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 2,892 $423K 0.21% +173 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; 2024Q2: restricted; 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 4,356 $422K 0.21% -220 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,541 shares; 2025Q4: 5,709 shares; 2026Q1: 6,631 shares 6,631 $416K 0.21% +922 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; 2024Q2: restricted; 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 9,304 $415K 0.21% -246 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; 2024Q2: restricted; 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 14,257 $413K 0.21% -541 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,596 $410K 0.21% +1,786 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; 2024Q2: restricted; 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 10,163 $405K 0.21% +1,396 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; 2024Q2: restricted; 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 5,084 $403K 0.2% -3 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,819 $399K 0.2% -58 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; 2024Q2: restricted; 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 15,822 $397K 0.2% -5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 3,728 shares 3,728 $396K 0.2% +1,806 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; 2024Q2: restricted; 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 4,862 $377K 0.19% -34 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; 2024Q2: restricted; 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 7,477 $375K 0.19% +113 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; 2024Q2: restricted; 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 3,353 $371K 0.19% +208 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,811 shares; 2025Q1: 24,320 shares; 2025Q2: 26,643 shares; 2025Q3: 28,008 shares; 2025Q4: 28,301 shares; 2026Q1: 19,744 shares 19,744 $363K 0.18% -8,557 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,113 shares; 2025Q4: 3,323 shares; 2026Q1: 4,001 shares 4,001 $362K 0.18% +678 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,360 $362K 0.18% -390 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares 833 $355K 0.18% new 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; 2024Q2: restricted; 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 2,925 $352K 0.18% -24 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,804 $351K 0.18% -100 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,541 $349K 0.18% +39 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 2,162 shares; 2026Q1: 2,450 shares 2,450 $348K 0.18% +288 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; 2024Q2: restricted; 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 2,645 $346K 0.18% +35 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; 2024Q2: restricted; 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 13,301 $346K 0.18% +267 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 544 shares; 2025Q2: 567 shares; 2025Q3: 600 shares; 2025Q4: 602 shares; 2026Q1: 569 shares 569 $344K 0.17% -33 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; 2024Q2: restricted; 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 7,642 $343K 0.17% -126 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,051 $325K 0.17% -181 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; 2024Q2: restricted; 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 6,292 $320K 0.16% +111 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; 2024Q2: restricted; 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 6,722 $315K 0.16% +1,149 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,588 $313K 0.16% -1,000 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,617 shares 4,617 $312K 0.16% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 772 shares; 2025Q1: 828 shares; 2025Q2: 871 shares; 2025Q3: 875 shares; 2025Q4: 879 shares; 2026Q1: 873 shares 873 $307K 0.16% -6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,370 $298K 0.15% +33 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,862 shares; 2025Q4: 3,226 shares; 2026Q1: 3,512 shares 3,512 $298K 0.15% +286 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 807 shares; 2025Q1: 871 shares; 2025Q2: 887 shares; 2025Q3: 898 shares; 2025Q4: 859 shares; 2026Q1: 905 shares 905 $298K 0.15% +46 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 355 shares; 2025Q1: 357 shares; 2025Q2: 364 shares; 2025Q3: 368 shares; 2025Q4: 355 shares; 2026Q1: 293 shares 293 $292K 0.15% -62 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; 2024Q2: restricted; 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 2,003 $289K 0.15% +47 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,180 shares 1,180 $286K 0.15% new 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; 2024Q2: restricted; 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 2,504 $283K 0.14% +39 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 398 shares 398 $282K 0.14% -2 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; 2024Q2: restricted; 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 6,329 $282K 0.14% -74 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; 2024Q2: restricted; 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 4,108 $280K 0.14% -4,717 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; 2024Q2: restricted; 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 12,038 $276K 0.14% +97 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,008 shares; 2026Q1: 3,080 shares 3,080 $274K 0.14% +72 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,339 $269K 0.14% -2,998 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,021 shares; 2026Q1: 2,047 shares 2,047 $268K 0.14% +26 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,035 $263K 0.13% -3,030 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; 2024Q2: restricted; 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 1,621 $262K 0.13% +38 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 3,283 shares; 2025Q2: 3,070 shares; 2025Q3: 2,697 shares; 2025Q4: 2,865 shares; 2026Q1: 2,568 shares 2,568 $261K 0.13% -297 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 784 shares; 2025Q3: 799 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893 $260K 0.13% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 759 shares; 2025Q4: 748 shares; 2026Q1: 753 shares 753 $258K 0.13% +5 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 950 shares; 2025Q2: 955 shares; 2025Q3: 963 shares; 2025Q4: 953 shares; 2026Q1: 915 shares 915 $257K 0.13% -38 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,082 $252K 0.13% +31 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,534 shares; 2025Q2: 2,499 shares; 2025Q3: 2,398 shares; 2025Q4: 2,178 shares; 2026Q1: 2,127 shares 2,127 $252K 0.13% -51 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,519 $252K 0.13% +53 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,361 $250K 0.13% -37 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,541 shares; 2025Q4: 1,532 shares; 2026Q1: 1,543 shares 1,543 $246K 0.13% +11 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; 2024Q2: restricted; 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 4,905 $246K 0.12% +78 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; 2024Q2: restricted; 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 5,117 $241K 0.12% -44 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 899 shares; 2025Q1: 904 shares; 2025Q2: 858 shares; 2025Q3: 822 shares; 2025Q4: 800 shares; 2026Q1: 820 shares 820 $241K 0.12% +20 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; 2024Q2: restricted; 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 3,965 $240K 0.12% -80 Timeline XLE 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,913 shares 3,913 $240K 0.12% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares 2,514 $235K 0.12% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 1,154 shares 1,154 $235K 0.12% +167 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; 2024Q2: restricted; 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 2,963 $232K 0.12% +12 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,464 shares 5,464 $231K 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; 2024Q2: restricted; 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 1,083 $231K 0.12% -17 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 880 shares; 2025Q1: 813 shares; 2025Q2: 747 shares; 2025Q3: 751 shares; 2025Q4: 734 shares; 2026Q1: 752 shares 752 $227K 0.12% +18 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; 2024Q2: restricted; 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 4,530 $227K 0.12% +147 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; 2024Q2: restricted; 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 4,071 $226K 0.11% +4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,075 $223K 0.11% +24 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares; 2026Q1: 1,920 shares 1,920 $222K 0.11% -13 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,721 shares 2,721 $219K 0.11% new 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; 2024Q2: restricted; 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 7,873 $214K 0.11% -27 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: not reported; 2026Q1: 2,536 shares 2,536 $209K 0.11% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,128 shares 9,128 $204K 0.1% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares 885 $203K 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; 2024Q2: restricted; 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 3,058 $203K 0.1% +80 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,806 shares; 2025Q2: 1,858 shares; 2025Q3: 1,889 shares; 2025Q4: 1,897 shares; 2026Q1: 1,954 shares 1,954 $201K 0.1% +57 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; 2024Q2: restricted; 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 14,953 $174K 0.09% 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; 2024Q2: restricted; 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 20,875 $112K 0.06% +3,000 Timeline