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: 261,615 shares; 2024Q4: 275,718 shares; 2025Q1: 265,242 shares; 2025Q2: 223,315 shares; 2025Q3: 201,094 shares; 2025Q4: 191,358 shares; 2026Q1: 166,854 shares; 2026Q2: 140,753 shares 140,753 $105M 15.4% -26,101 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: 87,526 shares; 2024Q4: 101,943 shares; 2025Q1: 125,906 shares; 2025Q2: 128,045 shares; 2025Q3: 124,382 shares; 2025Q4: 112,791 shares; 2026Q1: 98,877 shares; 2026Q2: 79,780 shares 79,780 $58.8M 8.61% -19,097 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,684 shares; 2024Q4: 241,773 shares; 2025Q1: 228,389 shares; 2025Q2: 208,190 shares; 2025Q3: 184,464 shares; 2025Q4: 178,298 shares; 2026Q1: 151,381 shares; 2026Q2: 128,327 shares 128,327 $47.5M 6.96% -23,054 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,741 shares; 2024Q4: 144,925 shares; 2025Q1: 177,724 shares; 2025Q2: 174,834 shares; 2025Q3: 165,376 shares; 2025Q4: 156,226 shares; 2026Q1: 135,363 shares; 2026Q2: 530,802 shares 530,802 $46.7M 6.84% +395,439 Timeline BILZ 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: 1,182,054 shares; 2024Q4: 1,231,724 shares; 2025Q1: 938,038 shares; 2025Q2: 752,157 shares; 2025Q3: 640,431 shares; 2025Q4: 596,167 shares; 2026Q1: 486,666 shares; 2026Q2: 421,207 shares 421,207 $42.5M 6.23% -65,459 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: 672 shares; 2024Q4: 674 shares; 2025Q1: 1,831 shares; 2025Q2: 1,590 shares; 2025Q3: 3,057 shares; 2025Q4: not reported; 2026Q1: 14,235 shares; 2026Q2: 394,381 shares 394,381 $34.7M 5.08% +380,146 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: 82,708 shares; 2024Q4: 88,557 shares; 2025Q1: 100,868 shares; 2025Q2: 92,153 shares; 2025Q3: 84,842 shares; 2025Q4: 80,407 shares; 2026Q1: 69,538 shares; 2026Q2: 331,249 shares 331,249 $28.5M 4.18% +261,711 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: 35,734 shares; 2024Q4: 34,857 shares; 2025Q1: 31,786 shares; 2025Q2: 22,062 shares; 2025Q3: 18,115 shares; 2025Q4: 20,408 shares; 2026Q1: 41,094 shares; 2026Q2: 136,146 shares 136,146 $18.7M 2.74% +95,052 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,519 shares; 2026Q2: 483,900 shares 483,900 $17.7M 2.59% +392,381 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: 965 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 825 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,781 shares; 2026Q2: 252,353 shares 252,353 $17.2M 2.51% +205,572 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,948 shares; 2024Q4: 24,187 shares; 2025Q1: 28,451 shares; 2025Q2: 27,473 shares; 2025Q3: 25,878 shares; 2025Q4: 24,442 shares; 2026Q1: 21,117 shares; 2026Q2: 136,652 shares 136,652 $16.3M 2.39% +115,535 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: 52,055 shares; 2024Q4: 51,514 shares; 2025Q1: 49,402 shares; 2025Q2: 49,118 shares; 2025Q3: 53,133 shares; 2025Q4: 52,771 shares; 2026Q1: 55,842 shares; 2026Q2: 55,120 shares 55,120 $15.9M 2.34% -722 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,229 shares; 2024Q4: 79,629 shares; 2025Q1: 72,923 shares; 2025Q2: 54,074 shares; 2025Q3: 45,799 shares; 2025Q4: 42,339 shares; 2026Q1: 35,102 shares; 2026Q2: 30,086 shares 30,086 $15.7M 2.3% -5,016 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: 72,804 shares; 2024Q4: 71,466 shares; 2025Q1: 75,138 shares; 2025Q2: 76,935 shares; 2025Q3: 75,410 shares; 2025Q4: 72,932 shares; 2026Q1: 77,895 shares; 2026Q2: 76,879 shares 76,879 $15.4M 2.25% -1,016 Timeline VOOV 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: 156,327 shares; 2024Q4: 150,863 shares; 2025Q1: 116,740 shares; 2025Q2: 102,503 shares; 2025Q3: 82,254 shares; 2025Q4: 79,943 shares; 2026Q1: 71,119 shares; 2026Q2: 65,619 shares 65,619 $14.4M 2.11% -5,500 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: 906 shares; 2024Q4: 899 shares; 2025Q1: 902 shares; 2025Q2: 906 shares; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: 14,701 shares; 2026Q2: 54,222 shares 54,222 $12.3M 1.8% +39,521 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: 38,544 shares; 2024Q4: 38,000 shares; 2025Q1: 37,585 shares; 2025Q2: 38,302 shares; 2025Q3: 39,278 shares; 2025Q4: 36,790 shares; 2026Q1: 34,299 shares; 2026Q2: 33,674 shares 33,674 $8.03M 1.18% -625 Timeline VV 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: 81,429 shares; 2024Q4: 71,161 shares; 2025Q1: 52,976 shares; 2025Q2: 38,141 shares; 2025Q3: 29,690 shares; 2025Q4: 28,090 shares; 2026Q1: 24,866 shares; 2026Q2: 23,303 shares 23,303 $8.01M 1.17% -1,563 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,558 shares; 2026Q2: 137,458 shares 137,458 $7.25M 1.06% +103,900 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 60 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,351 shares; 2026Q2: 16,932 shares 16,932 $5.8M 0.85% +10,581 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,966 shares; 2026Q2: 86,304 shares 86,304 $5.15M 0.76% +73,338 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: 3,632 shares; 2024Q4: 2,410 shares; 2025Q1: 3,817 shares; 2025Q2: 3,902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,980 shares 101,980 $4.71M 0.69% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,616 shares; 2026Q2: 92,787 shares 92,787 $4.67M 0.68% +76,171 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: 2,694 shares; 2024Q4: 1,920 shares; 2025Q1: 2,432 shares; 2025Q2: 2,416 shares; 2025Q3: not reported; 2025Q4: 4,346 shares; 2026Q1: 20,289 shares; 2026Q2: 56,156 shares 56,156 $4.65M 0.68% +35,867 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,630 shares; 2024Q4: 3,646 shares; 2025Q1: 3,391 shares; 2025Q2: 3,116 shares; 2025Q3: 2,841 shares; 2025Q4: 3,503 shares; 2026Q1: 4,204 shares; 2026Q2: 5,945 shares 5,945 $4.45M 0.65% +1,741 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,294 shares; 2024Q4: 10,494 shares; 2025Q1: 9,150 shares; 2025Q2: 8,514 shares; 2025Q3: 7,690 shares; 2025Q4: 7,974 shares; 2026Q1: 7,034 shares; 2026Q2: 6,467 shares 6,467 $4.44M 0.65% -567 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,698 shares; 2026Q2: 98,838 shares 98,838 $4.26M 0.62% +68,140 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,642 shares; 2024Q4: 139,665 shares; 2025Q1: 139,776 shares; 2025Q2: 138,289 shares; 2025Q3: 138,347 shares; 2025Q4: 140,190 shares; 2026Q1: 136,308 shares; 2026Q2: 136,205 shares 136,205 $4.11M 0.6% -103 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: 11,945 shares; 2024Q4: 11,889 shares; 2025Q1: 11,518 shares; 2025Q2: 11,712 shares; 2025Q3: 11,679 shares; 2025Q4: 12,101 shares; 2026Q1: 11,805 shares; 2026Q2: 11,050 shares 11,050 $3.95M 0.58% -755 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: 10,716 shares; 2024Q4: 9,836 shares; 2025Q1: 10,007 shares; 2025Q2: 10,840 shares; 2025Q3: 10,653 shares; 2025Q4: 10,111 shares; 2026Q1: 9,593 shares; 2026Q2: 9,083 shares 9,083 $3.82M 0.56% -510 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: 9,637 shares; 2024Q4: 9,997 shares; 2025Q1: 10,087 shares; 2025Q2: 9,991 shares; 2025Q3: 10,165 shares; 2025Q4: 10,268 shares; 2026Q1: 10,491 shares; 2026Q2: 9,838 shares 9,838 $3.67M 0.54% -653 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: 1,022 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 984 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,340 shares 21,340 $2.66M 0.39% new 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: 7,924 shares; 2024Q4: 7,546 shares; 2025Q1: 7,778 shares; 2025Q2: 7,841 shares; 2025Q3: 8,344 shares; 2025Q4: 7,864 shares; 2026Q1: 7,301 shares; 2026Q2: 6,513 shares 6,513 $2.3M 0.34% -788 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,366 shares; 2026Q2: 22,366 shares 22,366 $2.26M 0.33% 0 Timeline SCHF 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: 7,934 shares; 2024Q4: 15,983 shares; 2025Q1: 16,698 shares; 2025Q2: 18,941 shares; 2025Q3: 30,139 shares; 2025Q4: 37,290 shares; 2026Q1: 82,197 shares; 2026Q2: 80,870 shares 80,870 $2.24M 0.33% -1,327 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: 24,992 shares; 2024Q4: 25,042 shares; 2025Q1: 16,454 shares; 2025Q2: 16,524 shares; 2025Q3: 16,112 shares; 2025Q4: 17,832 shares; 2026Q1: 16,701 shares; 2026Q2: 19,367 shares 19,367 $2.19M 0.32% +2,666 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,907 shares; 2025Q1: 1,901 shares; 2025Q2: 1,788 shares; 2025Q3: 1,717 shares; 2025Q4: 1,843 shares; 2026Q1: 1,858 shares; 2026Q2: 1,797 shares 1,797 $2.16M 0.32% -61 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: 3,905 shares; 2024Q4: 3,905 shares; 2025Q1: 3,826 shares; 2025Q2: 3,704 shares; 2025Q3: 3,607 shares; 2025Q4: 3,454 shares; 2026Q1: 3,685 shares; 2026Q2: 3,664 shares 3,664 $2.13M 0.31% -21 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,515 shares; 2024Q4: 69,679 shares; 2025Q1: 35,872 shares; 2025Q2: 30,648 shares; 2025Q3: 29,431 shares; 2025Q4: 27,090 shares; 2026Q1: 23,739 shares; 2026Q2: 20,961 shares 20,961 $2.11M 0.31% -2,778 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 2,978 shares; 2025Q2: 4,169 shares; 2025Q3: 5,255 shares; 2025Q4: 9,174 shares; 2026Q1: 14,771 shares; 2026Q2: 16,687 shares 16,687 $1.99M 0.29% +1,916 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: 11,560 shares; 2024Q4: 11,482 shares; 2025Q1: 11,953 shares; 2025Q2: 11,652 shares; 2025Q3: 13,241 shares; 2025Q4: 21,633 shares; 2026Q1: 21,670 shares; 2026Q2: 12,781 shares 12,781 $1.87M 0.27% -8,889 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358,754 shares; 2025Q1: 677,368 shares; 2025Q2: 676,304 shares; 2025Q3: 604,120 shares; 2025Q4: 157,460 shares; 2026Q1: 100,518 shares; 2026Q2: 73,671 shares 73,671 $1.73M 0.25% -26,847 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,725 shares; 2024Q4: 8,725 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares; 2025Q3: 9,158 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares; 2026Q2: 9,158 shares 9,158 $1.72M 0.25% 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: 4,246 shares; 2024Q4: 4,257 shares; 2025Q1: 4,475 shares; 2025Q2: 4,344 shares; 2025Q3: 4,263 shares; 2025Q4: 4,376 shares; 2026Q1: 4,398 shares; 2026Q2: 4,492 shares 4,492 $1.7M 0.25% +94 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,665 shares; 2025Q1: 1,645 shares; 2025Q2: 1,690 shares; 2025Q3: 1,712 shares; 2025Q4: 1,886 shares; 2026Q1: 1,816 shares; 2026Q2: 1,764 shares 1,764 $1.65M 0.24% -52 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: 174 shares; 2024Q4: 374 shares; 2025Q1: 174 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,401 shares; 2026Q2: 1,401 shares 1,401 $1.62M 0.24% 0 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: 4,213 shares; 2024Q4: 3,655 shares; 2025Q1: 5,026 shares; 2025Q2: 5,650 shares; 2025Q3: 6,780 shares; 2025Q4: 10,814 shares; 2026Q1: 11,853 shares; 2026Q2: 16,000 shares 16,000 $1.55M 0.23% +4,147 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 371,017 shares; 2025Q1: 721,066 shares; 2025Q2: 743,247 shares; 2025Q3: 496,936 shares; 2025Q4: 128,295 shares; 2026Q1: 79,524 shares; 2026Q2: 57,700 shares 57,700 $1.5M 0.22% -21,824 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: 6,257 shares; 2024Q4: 6,047 shares; 2025Q1: 6,010 shares; 2025Q2: 6,032 shares; 2025Q3: 5,739 shares; 2025Q4: 5,802 shares; 2026Q1: 5,787 shares; 2026Q2: 5,782 shares 5,782 $1.47M 0.22% -5 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: 2,838 shares; 2024Q4: 2,766 shares; 2025Q1: 2,804 shares; 2025Q2: 2,839 shares; 2025Q3: 2,692 shares; 2025Q4: 2,779 shares; 2026Q1: 2,582 shares; 2026Q2: 2,529 shares 2,529 $1.42M 0.21% -53 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 4,035 shares; 2025Q1: 3,740 shares; 2025Q2: 3,723 shares; 2025Q3: 3,919 shares; 2025Q4: 3,793 shares; 2026Q1: 3,619 shares; 2026Q2: 3,606 shares 3,606 $1.41M 0.21% -13 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,470 shares; 2024Q4: 5,352 shares; 2025Q1: 5,406 shares; 2025Q2: 12,602 shares; 2025Q3: 12,116 shares; 2025Q4: 8,231 shares; 2026Q1: 8,281 shares; 2026Q2: 8,215 shares 8,215 $1.36M 0.2% -66 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,062 shares; 2026Q1: 56,005 shares; 2026Q2: 43,066 shares 43,066 $1.28M 0.19% -12,939 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: 2,599 shares; 2024Q4: 2,532 shares; 2025Q1: 2,418 shares; 2025Q2: 2,400 shares; 2025Q3: 2,802 shares; 2025Q4: 3,253 shares; 2026Q1: 2,979 shares; 2026Q2: 2,551 shares 2,551 $1.28M 0.19% -428 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251,652 shares; 2025Q4: 66,879 shares; 2026Q1: 64,905 shares; 2026Q2: 49,737 shares 49,737 $1.27M 0.19% -15,168 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: 3,339 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 667 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,509 shares 55,509 $1.26M 0.19% new 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: 2,344 shares; 2024Q4: 2,347 shares; 2025Q1: 2,349 shares; 2025Q2: 2,352 shares; 2025Q3: 2,347 shares; 2025Q4: 2,349 shares; 2026Q1: 2,401 shares; 2026Q2: 9,874 shares 9,874 $1.23M 0.18% +7,473 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: 8,741 shares; 2024Q4: 8,018 shares; 2025Q1: 6,795 shares; 2025Q2: 5,822 shares; 2025Q3: 6,255 shares; 2025Q4: 6,289 shares; 2026Q1: 5,296 shares; 2026Q2: 4,918 shares 4,918 $1.16M 0.17% -378 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314,179 shares; 2025Q4: 110,435 shares; 2026Q1: 74,857 shares; 2026Q2: 57,285 shares 57,285 $1.16M 0.17% -17,572 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: 902 shares; 2024Q4: 342 shares; 2025Q1: 340 shares; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,358 shares 11,358 $1.07M 0.16% new 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: 3,484 shares; 2024Q4: 784 shares; 2025Q1: 1,154 shares; 2025Q2: 2,091 shares; 2025Q3: 2,148 shares; 2025Q4: 3,193 shares; 2026Q1: 3,365 shares; 2026Q2: 2,900 shares 2,900 $1.07M 0.16% -465 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: 2,924 shares; 2024Q4: 2,998 shares; 2025Q1: 2,937 shares; 2025Q2: 2,980 shares; 2025Q3: 3,098 shares; 2025Q4: 2,984 shares; 2026Q1: 2,728 shares; 2026Q2: 3,251 shares 3,251 $1.06M 0.16% +523 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,497 shares 35,497 $996K 0.15% new Timeline XTEN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,313 shares 21,313 $971K 0.14% new Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,212 shares 19,212 $966K 0.14% new 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: 405 shares; 2024Q4: 1,216 shares; 2025Q1: 1,220 shares; 2025Q2: 1,223 shares; 2025Q3: 28,943 shares; 2025Q4: 33,201 shares; 2026Q1: 33,205 shares; 2026Q2: 33,208 shares 33,208 $962K 0.14% +3 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 908 shares; 2025Q2: 2,167 shares; 2025Q3: not reported; 2025Q4: 6,843 shares; 2026Q1: 13,290 shares; 2026Q2: 15,486 shares 15,486 $941K 0.14% +2,196 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 441 shares; 2025Q1: 1,297 shares; 2025Q2: 1,300 shares; 2025Q3: 4,333 shares; 2025Q4: 5,013 shares; 2026Q1: 7,996 shares; 2026Q2: 10,691 shares 10,691 $914K 0.13% +2,695 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,487 shares; 2024Q4: 3,520 shares; 2025Q1: 3,543 shares; 2025Q2: 3,562 shares; 2025Q3: 3,565 shares; 2025Q4: 3,568 shares; 2026Q1: 3,570 shares; 2026Q2: 3,572 shares 3,572 $913K 0.13% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,190 shares; 2025Q2: 1,197 shares; 2025Q3: 1,343 shares; 2025Q4: 1,298 shares; 2026Q1: 1,172 shares; 2026Q2: 1,242 shares 1,242 $886K 0.13% +70 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 reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 25,075 shares; 2025Q3: not reported; 2025Q4: 12,254 shares; 2026Q1: 28,339 shares; 2026Q2: 32,710 shares 32,710 $867K 0.13% +4,371 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: 3,108 shares; 2024Q4: 3,106 shares; 2025Q1: 2,762 shares; 2025Q2: 2,466 shares; 2025Q3: 2,443 shares; 2025Q4: 4,646 shares; 2026Q1: 4,225 shares; 2026Q2: 4,427 shares 4,427 $843K 0.12% +202 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 414,645 shares; 2025Q1: 873,164 shares; 2025Q2: 1,174,210 shares; 2025Q3: 604,270 shares; 2025Q4: 113,534 shares; 2026Q1: 70,742 shares; 2026Q2: 51,910 shares 51,910 $833K 0.12% -18,832 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 1,069 shares; 2025Q1: 781 shares; 2025Q2: 783 shares; 2025Q3: 1,696 shares; 2025Q4: 2,452 shares; 2026Q1: 2,288 shares; 2026Q2: 9,159 shares 9,159 $738K 0.11% +6,871 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: 2,421 shares; 2024Q4: 2,486 shares; 2025Q1: 2,501 shares; 2025Q2: 2,248 shares; 2025Q3: 2,402 shares; 2025Q4: 2,671 shares; 2026Q1: 2,457 shares; 2026Q2: 2,567 shares 2,567 $722K 0.11% +110 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 reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 5,138 shares; 2025Q3: not reported; 2025Q4: 2,704 shares; 2026Q1: 5,615 shares; 2026Q2: 7,589 shares 7,589 $700K 0.1% +1,974 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 626 shares; 2024Q4: 1,252 shares; 2025Q1: 1,252 shares; 2025Q2: 1,834 shares; 2025Q3: 16,717 shares; 2025Q4: 19,868 shares; 2026Q1: 20,002 shares; 2026Q2: 19,002 shares 19,002 $687K 0.1% -1,000 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,826 shares; 2025Q1: 1,742 shares; 2025Q2: 1,848 shares; 2025Q3: 1,833 shares; 2025Q4: 1,662 shares; 2026Q1: 2,018 shares; 2026Q2: 2,284 shares 2,284 $686K 0.1% +266 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,432 shares; 2025Q1: 1,516 shares; 2025Q2: 1,291 shares; 2025Q3: 698 shares; 2025Q4: 664 shares; 2026Q1: 665 shares; 2026Q2: 631 shares 631 $672K 0.1% -34 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: 10,167 shares; 2024Q4: 28,521 shares; 2025Q1: 26,557 shares; 2025Q2: 24,098 shares; 2025Q3: 22,349 shares; 2025Q4: 22,811 shares; 2026Q1: 20,106 shares; 2026Q2: 19,578 shares 19,578 $621K 0.09% -528 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,601 shares; 2025Q1: 2,990 shares; 2025Q2: 2,941 shares; 2025Q3: 4,579 shares; 2025Q4: 4,362 shares; 2026Q1: 4,117 shares; 2026Q2: 4,046 shares 4,046 $593K 0.09% -71 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,778 shares; 2024Q4: 2,815 shares; 2025Q1: 2,909 shares; 2025Q2: 2,951 shares; 2025Q3: 2,957 shares; 2025Q4: 3,336 shares; 2026Q1: 3,329 shares; 2026Q2: 3,204 shares 3,204 $580K 0.08% -125 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: 1,711 shares; 2024Q4: 1,658 shares; 2025Q1: 1,623 shares; 2025Q2: 1,685 shares; 2025Q3: 1,555 shares; 2025Q4: 1,783 shares; 2026Q1: 1,795 shares; 2026Q2: 1,636 shares 1,636 $577K 0.08% -159 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: 4,010 shares; 2024Q4: 3,722 shares; 2025Q1: 3,798 shares; 2025Q2: 3,726 shares; 2025Q3: 3,699 shares; 2025Q4: 4,175 shares; 2026Q1: 4,283 shares; 2026Q2: 4,555 shares 4,555 $577K 0.08% +272 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: 4,568 shares; 2024Q4: 2,831 shares; 2025Q1: 2,751 shares; 2025Q2: 2,914 shares; 2025Q3: 5,073 shares; 2025Q4: 5,171 shares; 2026Q1: 4,415 shares; 2026Q2: 4,906 shares 4,906 $576K 0.08% +491 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: 6,188 shares; 2024Q4: 5,765 shares; 2025Q1: 6,017 shares; 2025Q2: 5,511 shares; 2025Q3: 4,265 shares; 2025Q4: 4,200 shares; 2026Q1: 4,237 shares; 2026Q2: 4,401 shares 4,401 $566K 0.08% +164 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,725 shares; 2024Q4: 27,449 shares; 2025Q1: 20,700 shares; 2025Q2: 17,075 shares; 2025Q3: 13,671 shares; 2025Q4: 13,115 shares; 2026Q1: 10,624 shares; 2026Q2: 10,645 shares 10,645 $555K 0.08% +21 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 4,547 shares; 2025Q1: 4,549 shares; 2025Q2: 4,700 shares; 2025Q3: 4,783 shares; 2025Q4: 4,786 shares; 2026Q1: 4,708 shares; 2026Q2: 4,710 shares 4,710 $552K 0.08% +2 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: 2,203 shares; 2024Q4: 2,098 shares; 2025Q1: 2,137 shares; 2025Q2: 2,189 shares; 2025Q3: 2,203 shares; 2025Q4: 2,476 shares; 2026Q1: 2,459 shares; 2026Q2: 2,193 shares 2,193 $552K 0.08% -266 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: 1,924 shares; 2024Q4: 1,901 shares; 2025Q1: 1,909 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 2,061 shares; 2026Q1: 2,068 shares; 2026Q2: 2,247 shares 2,247 $545K 0.08% +179 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,981 shares; 2026Q1: 22,266 shares; 2026Q2: 16,400 shares 16,400 $533K 0.08% -5,866 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: 2,693 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: not reported; 2025Q4: 8,960 shares; 2026Q1: 16,583 shares; 2026Q2: 9,786 shares 9,786 $523K 0.08% -6,797 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,143 shares; 2024Q4: 6,890 shares; 2025Q1: 6,227 shares; 2025Q2: 4,771 shares; 2025Q3: 4,121 shares; 2025Q4: 4,110 shares; 2026Q1: 3,838 shares; 2026Q2: 3,945 shares 3,945 $519K 0.08% +107 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,815 shares; 2024Q4: 6,876 shares; 2025Q1: 6,831 shares; 2025Q2: 6,891 shares; 2025Q3: 6,430 shares; 2025Q4: 6,616 shares; 2026Q1: 6,665 shares; 2026Q2: 6,659 shares 6,659 $516K 0.08% -6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 4,955 shares; 2025Q1: 5,036 shares; 2025Q2: 6,588 shares; 2025Q3: 6,655 shares; 2025Q4: 6,737 shares; 2026Q1: 6,841 shares; 2026Q2: 7,125 shares 7,125 $513K 0.08% +284 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,520 shares; 2025Q1: 5,137 shares; 2025Q2: 5,176 shares; 2025Q3: 5,167 shares; 2025Q4: 5,221 shares; 2026Q1: 5,682 shares; 2026Q2: 5,810 shares 5,810 $505K 0.07% +128 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,729 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,627 shares 1,627 $480K 0.07% 0 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: 19,466 shares; 2024Q4: 15,453 shares; 2025Q1: 16,245 shares; 2025Q2: 17,849 shares; 2025Q3: 19,707 shares; 2025Q4: 18,951 shares; 2026Q1: 18,603 shares; 2026Q2: 21,722 shares 21,722 $450K 0.07% +3,119 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: 6,492 shares; 2024Q4: 6,577 shares; 2025Q1: 6,884 shares; 2025Q2: 7,141 shares; 2025Q3: 7,096 shares; 2025Q4: 7,135 shares; 2026Q1: 7,542 shares; 2026Q2: 7,660 shares 7,660 $436K 0.06% +118 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,333 shares; 2025Q1: 1,322 shares; 2025Q2: 1,078 shares; 2025Q3: 1,259 shares; 2025Q4: 1,471 shares; 2026Q1: 1,509 shares; 2026Q2: 1,439 shares 1,439 $436K 0.06% -70 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: 1,627 shares; 2024Q4: 1,490 shares; 2025Q1: 1,548 shares; 2025Q2: 1,511 shares; 2025Q3: 1,541 shares; 2025Q4: 1,476 shares; 2026Q1: 1,415 shares; 2026Q2: 1,258 shares 1,258 $431K 0.06% -157 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,671 shares; 2025Q4: 32,752 shares; 2026Q1: 21,066 shares; 2026Q2: 15,850 shares 15,850 $427K 0.06% -5,216 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,497 shares 6,497 $426K 0.06% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 973 shares; 2025Q2: 993 shares; 2025Q3: 2,165 shares; 2025Q4: 1,916 shares; 2026Q1: 981 shares; 2026Q2: 982 shares 982 $426K 0.06% +1 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,356 shares 5,356 $425K 0.06% new 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: 470 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,064 shares 8,064 $422K 0.06% new Timeline FLRG 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 reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 1,205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,502 shares; 2026Q2: 10,061 shares 10,061 $413K 0.06% +1,559 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: 365 shares; 2024Q4: 374 shares; 2025Q1: 417 shares; 2025Q2: 399 shares; 2025Q3: 1,204 shares; 2025Q4: 1,332 shares; 2026Q1: 1,151 shares; 2026Q2: 1,134 shares 1,134 $411K 0.06% -17 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,048 shares; 2025Q1: 2,058 shares; 2025Q2: 1,988 shares; 2025Q3: 1,957 shares; 2025Q4: 1,969 shares; 2026Q1: 1,960 shares; 2026Q2: 1,856 shares 1,856 $409K 0.06% -104 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 1,357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,267 shares 12,267 $408K 0.06% new 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: 4,536 shares; 2024Q4: 5,161 shares; 2025Q1: 4,842 shares; 2025Q2: 5,026 shares; 2025Q3: 5,105 shares; 2025Q4: 4,415 shares; 2026Q1: 4,402 shares; 2026Q2: 4,464 shares 4,464 $405K 0.06% +62 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 812 shares; 2025Q1: 778 shares; 2025Q2: 709 shares; 2025Q3: 677 shares; 2025Q4: 7,071 shares; 2026Q1: 7,725 shares; 2026Q2: 5,519 shares 5,519 $394K 0.06% -2,206 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,680 shares; 2025Q1: 2,024 shares; 2025Q2: 2,244 shares; 2025Q3: 2,438 shares; 2025Q4: 2,765 shares; 2026Q1: 3,249 shares; 2026Q2: 3,564 shares 3,564 $393K 0.06% +315 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,568 shares; 2025Q1: 1,509 shares; 2025Q2: 1,530 shares; 2025Q3: 1,407 shares; 2025Q4: 1,405 shares; 2026Q1: 1,395 shares; 2026Q2: 1,232 shares 1,232 $391K 0.06% -163 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: not reported; 2025Q4: 3,434 shares; 2026Q1: 3,176 shares; 2026Q2: 3,293 shares 3,293 $390K 0.06% +117 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,610 shares; 2025Q1: 2,406 shares; 2025Q2: 2,278 shares; 2025Q3: 2,025 shares; 2025Q4: 2,024 shares; 2026Q1: 2,026 shares; 2026Q2: 2,030 shares 2,030 $385K 0.06% +4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 641 shares; 2025Q2: 366 shares; 2025Q3: 436 shares; 2025Q4: 495 shares; 2026Q1: not reported; 2026Q2: 480 shares 480 $366K 0.05% new Timeline PUSH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,991 shares; 2025Q3: 7,053 shares; 2025Q4: 7,111 shares; 2026Q1: 7,165 shares; 2026Q2: 7,221 shares 7,221 $364K 0.05% +56 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: 1,834 shares; 2024Q4: 1,520 shares; 2025Q1: 1,842 shares; 2025Q2: 2,546 shares; 2025Q3: 3,015 shares; 2025Q4: 3,197 shares; 2026Q1: 3,238 shares; 2026Q2: 3,016 shares 3,016 $352K 0.05% -222 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,394 shares; 2024Q4: 11,394 shares; 2025Q1: 11,394 shares; 2025Q2: 11,394 shares; 2025Q3: 11,394 shares; 2025Q4: 11,394 shares; 2026Q1: 11,394 shares; 2026Q2: 10,394 shares 10,394 $352K 0.05% -1,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 3,451 shares; 2025Q1: 3,540 shares; 2025Q2: 3,493 shares; 2025Q3: 3,368 shares; 2025Q4: 3,333 shares; 2026Q1: 3,320 shares; 2026Q2: 3,379 shares 3,379 $351K 0.05% +59 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 585 shares; 2025Q2: 545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 733 shares 733 $350K 0.05% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,315 shares; 2025Q1: 1,221 shares; 2025Q2: 1,134 shares; 2025Q3: 935 shares; 2025Q4: 902 shares; 2026Q1: 861 shares; 2026Q2: 873 shares 873 $346K 0.05% +12 Timeline VOOG 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: 167 shares; 2024Q4: 167 shares; 2025Q1: 171 shares; 2025Q2: 398 shares; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 504 shares; 2026Q2: 4,188 shares 4,188 $346K 0.05% +3,684 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,709 shares; 2025Q1: 1,358 shares; 2025Q2: 2,117 shares; 2025Q3: 2,081 shares; 2025Q4: 1,728 shares; 2026Q1: 1,778 shares; 2026Q2: 1,593 shares 1,593 $345K 0.05% -185 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 4,007 shares; 2025Q1: 3,721 shares; 2025Q2: 3,824 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,437 shares 2,437 $340K 0.05% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 478 shares; 2025Q1: 2,736 shares; 2025Q2: 2,703 shares; 2025Q3: 2,721 shares; 2025Q4: 2,667 shares; 2026Q1: 2,655 shares; 2026Q2: 2,686 shares 2,686 $334K 0.05% +31 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: 1,476 shares; 2024Q4: 1,480 shares; 2025Q1: 1,486 shares; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,999 shares 3,999 $331K 0.05% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,353 shares; 2025Q1: 1,356 shares; 2025Q2: 1,359 shares; 2025Q3: 1,362 shares; 2025Q4: 1,365 shares; 2026Q1: 668 shares; 2026Q2: 670 shares 670 $329K 0.05% +2 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,315 shares; 2024Q4: 14,453 shares; 2025Q1: 13,159 shares; 2025Q2: 11,853 shares; 2025Q3: 10,739 shares; 2025Q4: 9,659 shares; 2026Q1: 9,278 shares; 2026Q2: 7,590 shares 7,590 $316K 0.05% -1,688 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,316 shares; 2025Q1: 2,322 shares; 2025Q2: 1,793 shares; 2025Q3: 1,865 shares; 2025Q4: 1,870 shares; 2026Q1: 1,874 shares; 2026Q2: 1,897 shares 1,897 $312K 0.05% +23 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 901 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 906 shares; 2025Q4: 908 shares; 2026Q1: 910 shares; 2026Q2: 911 shares 911 $308K 0.05% +1 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,775 shares 3,775 $300K 0.04% new 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: 3,149 shares; 2024Q4: 3,079 shares; 2025Q1: 2,981 shares; 2025Q2: 2,693 shares; 2025Q3: 2,742 shares; 2025Q4: 2,862 shares; 2026Q1: 2,873 shares; 2026Q2: 3,057 shares 3,057 $295K 0.04% +184 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 2,069 shares; 2025Q1: 4,128 shares; 2025Q2: 4,315 shares; 2025Q3: 4,882 shares; 2025Q4: 5,869 shares; 2026Q1: 6,602 shares; 2026Q2: 5,729 shares 5,729 $292K 0.04% -873 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 40 shares; 2025Q2: 51 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,628 shares 2,628 $283K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 855 shares; 2025Q1: 906 shares; 2025Q2: 945 shares; 2025Q3: 942 shares; 2025Q4: 947 shares; 2026Q1: 946 shares; 2026Q2: 1,044 shares 1,044 $282K 0.04% +98 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 3,406 shares; 2025Q1: 3,520 shares; 2025Q2: 3,289 shares; 2025Q3: 3,123 shares; 2025Q4: 3,404 shares; 2026Q1: 3,408 shares; 2026Q2: 3,384 shares 3,384 $275K 0.04% -24 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,281 shares; 2026Q2: 6,616 shares 6,616 $274K 0.04% +335 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: 7,791 shares; 2025Q1: 7,848 shares; 2025Q2: 7,903 shares; 2025Q3: 7,963 shares; 2025Q4: 8,028 shares; 2026Q1: 7,782 shares; 2026Q2: 6,751 shares 6,751 $273K 0.04% -1,031 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 2,383 shares; 2025Q1: 6,752 shares; 2025Q2: 5,780 shares; 2025Q3: 6,405 shares; 2025Q4: 5,500 shares; 2026Q1: 5,517 shares; 2026Q2: 5,050 shares 5,050 $271K 0.04% -467 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 504 shares; 2025Q1: 515 shares; 2025Q2: 539 shares; 2025Q3: 507 shares; 2025Q4: 513 shares; 2026Q1: 511 shares; 2026Q2: 519 shares 519 $269K 0.04% +8 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: 2,013 shares; 2024Q4: 1,957 shares; 2025Q1: 1,979 shares; 2025Q2: 1,964 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,579 shares; 2026Q2: 4,521 shares 4,521 $266K 0.04% -58 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,409 shares; 2025Q1: 2,270 shares; 2025Q2: 1,935 shares; 2025Q3: 1,566 shares; 2025Q4: 1,572 shares; 2026Q1: 1,610 shares; 2026Q2: 1,616 shares 1,616 $255K 0.04% +6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,256 shares; 2025Q1: 1,226 shares; 2025Q2: 1,031 shares; 2025Q3: 834 shares; 2025Q4: 812 shares; 2026Q1: 815 shares; 2026Q2: 845 shares 845 $253K 0.04% +30 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: 6,919 shares; 2024Q4: 5,999 shares; 2025Q1: 5,166 shares; 2025Q2: 2,773 shares; 2025Q3: 2,113 shares; 2025Q4: 3,000 shares; 2026Q1: 2,925 shares; 2026Q2: 1,159 shares 1,159 $253K 0.04% -1,766 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: 1,065 shares; 2024Q4: 1,076 shares; 2025Q1: 2,464 shares; 2025Q2: 4,549 shares; 2025Q3: 5,154 shares; 2025Q4: 6,623 shares; 2026Q1: 6,529 shares; 2026Q2: 5,382 shares 5,382 $245K 0.04% -1,147 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 510 shares; 2025Q2: 563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 654 shares 654 $244K 0.04% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,347 shares; 2025Q1: 1,958 shares; 2025Q2: 1,569 shares; 2025Q3: 1,361 shares; 2025Q4: 1,259 shares; 2026Q1: 1,137 shares; 2026Q2: 1,079 shares 1,079 $243K 0.04% -58 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: 1,133 shares; 2024Q4: 1,135 shares; 2025Q1: 1,019 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $243K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453 shares; 2024Q4: 439 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $240K 0.04% new 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: 765 shares; 2024Q4: 616 shares; 2025Q1: 631 shares; 2025Q2: 651 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,968 shares; 2026Q2: 1,091 shares 1,091 $239K 0.04% -9,877 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; 2024Q3: 1,135 shares; 2024Q4: 1,003 shares; 2025Q1: 3,594 shares; 2025Q2: 3,478 shares; 2025Q3: 3,235 shares; 2025Q4: 4,959 shares; 2026Q1: 4,986 shares; 2026Q2: 4,505 shares 4,505 $239K 0.04% -481 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 7,965 shares; 2025Q1: 7,988 shares; 2025Q2: 8,011 shares; 2025Q3: 8,032 shares; 2025Q4: 20,514 shares; 2026Q1: 14,888 shares; 2026Q2: 8,098 shares 8,098 $238K 0.03% -6,790 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 668 shares; 2025Q1: 450 shares; 2025Q2: 174 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 364 shares 364 $234K 0.03% new 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: 403 shares; 2024Q4: 410 shares; 2025Q1: 379 shares; 2025Q2: 357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423 shares; 2026Q2: 442 shares 442 $225K 0.03% +19 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,389 shares 7,389 $224K 0.03% new 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 reported; 2024Q4: 1,373 shares; 2025Q1: 1,823 shares; 2025Q2: 1,335 shares; 2025Q3: not reported; 2025Q4: 5,059 shares; 2026Q1: 5,364 shares; 2026Q2: 2,721 shares 2,721 $220K 0.03% -2,643 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,029 shares; 2025Q1: 1,033 shares; 2025Q2: 951 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 958 shares 958 $217K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $212K 0.03% new 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: 12,178 shares; 2024Q4: 11,058 shares; 2025Q1: 10,875 shares; 2025Q2: 10,410 shares; 2025Q3: 9,892 shares; 2025Q4: 10,365 shares; 2026Q1: 10,628 shares; 2026Q2: 8,742 shares 8,742 $211K 0.03% -1,886 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,743 shares; 2026Q2: 2,744 shares 2,744 $210K 0.03% +1 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 5,666 shares; 2026Q2: 14,880 shares 14,880 $210K 0.03% +9,214 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,049 shares; 2024Q4: 22,257 shares; 2025Q1: 16,692 shares; 2025Q2: 16,940 shares; 2025Q3: 16,174 shares; 2025Q4: 13,617 shares; 2026Q1: 8,679 shares; 2026Q2: 6,889 shares 6,889 $209K 0.03% -1,790 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $208K 0.03% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 373 shares; 2025Q1: 352 shares; 2025Q2: 389 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $207K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 341 shares; 2025Q1: 320 shares; 2025Q2: 321 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326 shares 326 $207K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,692 shares; 2025Q1: 2,323 shares; 2025Q2: 1,802 shares; 2025Q3: not reported; 2025Q4: 2,045 shares; 2026Q1: 1,859 shares; 2026Q2: 1,393 shares 1,393 $207K 0.03% -466 Timeline CHAT 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079 $205K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 176 shares; 2025Q2: 198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $205K 0.03% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,359 shares; 2024Q4: 4,494 shares; 2025Q1: 4,621 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 3,923 shares; 2026Q1: 5,572 shares; 2026Q2: 2,054 shares 2,054 $203K 0.03% -3,518 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,380 shares; 2024Q4: 12,422 shares; 2025Q1: 13,027 shares; 2025Q2: 13,270 shares; 2025Q3: 12,206 shares; 2025Q4: 12,356 shares; 2026Q1: 14,165 shares; 2026Q2: 13,942 shares 13,942 $194K 0.03% -223 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,294 shares; 2024Q4: 17,294 shares; 2025Q1: 18,162 shares; 2025Q2: 18,166 shares; 2025Q3: 18,170 shares; 2025Q4: 18,170 shares; 2026Q1: 18,180 shares; 2026Q2: 18,184 shares 18,184 $106K 0.02% +4 Timeline MBOT MICROBOT MED INC More: the full row for MICROBOT MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 16,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares 32,000 $62.4K 0.01% 0 Timeline BDTX BLACK DIAMOND THERAPEUTICS I More: the full row for BLACK DIAMOND THERAPEUTICS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,615 shares; 2024Q4: 15,615 shares; 2025Q1: 15,615 shares; 2025Q2: 15,615 shares; 2025Q3: 15,615 shares; 2025Q4: 15,615 shares; 2026Q1: 15,615 shares; 2026Q2: 15,615 shares 15,615 $28.9K <0.01% 0 Timeline