FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286,758 shares; 2025Q1: 285,931 shares; 2025Q2: 240,364 shares; 2025Q3: 343,339 shares; 2025Q4: 410,911 shares; 2026Q1: 468,984 shares; 2026Q2: 527,196 shares 527,196 $24M 17.27% +58,212 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,135 shares; 2025Q1: 138,113 shares; 2025Q2: 151,318 shares; 2025Q3: 240,478 shares; 2025Q4: 281,002 shares; 2026Q1: 325,360 shares; 2026Q2: 360,816 shares 360,816 $22.4M 16.14% +35,456 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,202 shares; 2025Q1: 48,625 shares; 2025Q2: 21,769 shares; 2025Q3: 20,775 shares; 2025Q4: 20,284 shares; 2026Q1: 19,442 shares; 2026Q2: 18,740 shares 18,740 $14M 10.11% -702 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,455 shares; 2025Q1: 41,310 shares; 2025Q2: 67,434 shares; 2025Q3: 102,027 shares; 2025Q4: 136,518 shares; 2026Q1: 170,727 shares; 2026Q2: 193,100 shares 193,100 $7.75M 5.58% +22,373 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,062 shares; 2025Q1: 50,796 shares; 2025Q2: 59,710 shares; 2025Q3: 75,755 shares; 2025Q4: 99,292 shares; 2026Q1: 112,559 shares; 2026Q2: 125,837 shares 125,837 $7.59M 5.46% +13,278 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 168,652 shares; 2025Q1: 105,875 shares; 2025Q2: 77,873 shares; 2025Q3: 80,568 shares; 2025Q4: 80,887 shares; 2026Q1: 78,998 shares; 2026Q2: 75,719 shares 75,719 $7.31M 5.27% -3,279 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,934 shares; 2025Q1: 30,275 shares; 2025Q2: 34,678 shares; 2025Q3: 57,664 shares; 2025Q4: 77,994 shares; 2026Q1: 96,455 shares; 2026Q2: 114,531 shares 114,531 $5.62M 4.04% +18,076 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,206 shares; 2025Q1: 25,556 shares; 2025Q2: 17,410 shares; 2025Q3: 15,322 shares; 2025Q4: 14,952 shares; 2026Q1: 14,603 shares; 2026Q2: 14,160 shares 14,160 $3.43M 2.47% -443 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,032 shares; 2025Q3: 51,860 shares; 2025Q4: 72,677 shares; 2026Q1: 85,778 shares; 2026Q2: 92,584 shares 92,584 $3.13M 2.26% +6,806 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,034 shares; 2025Q1: 32,608 shares; 2025Q2: 46,217 shares; 2025Q3: 68,887 shares; 2025Q4: 40,949 shares; 2026Q1: 80,630 shares; 2026Q2: 52,079 shares 52,079 $2.94M 2.12% -28,551 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114,620 shares; 2025Q1: 62,373 shares; 2025Q2: 56,547 shares; 2025Q3: 57,272 shares; 2025Q4: 54,026 shares; 2026Q1: 56,772 shares; 2026Q2: 56,061 shares 56,061 $2.94M 2.12% -711 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,849 shares; 2025Q1: 44,570 shares; 2025Q2: 37,557 shares; 2025Q3: 39,807 shares; 2025Q4: 53,149 shares; 2026Q1: 64,135 shares; 2026Q2: 70,861 shares 70,861 $2.88M 2.07% +6,726 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 16,704 shares; 2025Q4: 19,140 shares; 2026Q1: 23,844 shares; 2026Q2: 28,687 shares 28,687 $2.82M 2.03% +4,843 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,895 shares; 2025Q1: 56,415 shares; 2025Q2: 40,658 shares; 2025Q3: 41,152 shares; 2025Q4: 40,860 shares; 2026Q1: 40,332 shares; 2026Q2: 39,289 shares 39,289 $2.48M 1.78% -1,043 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,048 shares; 2025Q1: 8,481 shares; 2025Q2: 9,211 shares; 2025Q3: 13,334 shares; 2025Q4: 14,384 shares; 2026Q1: 12,845 shares; 2026Q2: 12,207 shares 12,207 $2.44M 1.76% -638 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,556 shares; 2025Q1: 10,045 shares; 2025Q2: 33,967 shares; 2025Q3: 62,076 shares; 2025Q4: 63,095 shares; 2026Q1: 58,039 shares; 2026Q2: 68,043 shares 68,043 $2.16M 1.55% +10,004 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: not loaded; 2024Q4: 45,423 shares; 2025Q1: 36,049 shares; 2025Q2: 23,636 shares; 2025Q3: 22,842 shares; 2025Q4: 21,557 shares; 2026Q1: 19,776 shares; 2026Q2: 19,094 shares 19,094 $2.11M 1.52% -682 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 2,369 shares; 2025Q2: 2,414 shares; 2025Q3: 2,549 shares; 2025Q4: 2,660 shares; 2026Q1: 2,667 shares; 2026Q2: 2,950 shares 2,950 $2.03M 1.46% +283 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,408 shares; 2025Q1: 6,120 shares; 2025Q2: 7,297 shares; 2025Q3: 7,890 shares; 2025Q4: 7,980 shares; 2026Q1: 6,770 shares; 2026Q2: 6,447 shares 6,447 $1.87M 1.34% -323 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: not loaded; 2024Q4: 18,199 shares; 2025Q1: 12,597 shares; 2025Q2: 8,663 shares; 2025Q3: 6,145 shares; 2025Q4: 5,888 shares; 2026Q1: 5,371 shares; 2026Q2: 5,078 shares 5,078 $1.53M 1.1% -293 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,354 shares; 2025Q1: 24,194 shares; 2025Q2: 16,055 shares; 2025Q3: 14,601 shares; 2025Q4: 17,417 shares; 2026Q1: 21,548 shares; 2026Q2: 24,674 shares 24,674 $1.3M 0.94% +3,126 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 5,341 shares; 2025Q4: 6,506 shares; 2026Q1: 7,472 shares; 2026Q2: 8,078 shares 8,078 $1.28M 0.92% +606 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,827 shares; 2025Q4: 17,014 shares; 2026Q1: 24,525 shares; 2026Q2: 29,235 shares 29,235 $1.06M 0.76% +4,710 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,815 shares; 2025Q1: 9,312 shares; 2025Q2: 8,921 shares; 2025Q3: 12,395 shares; 2025Q4: 12,264 shares; 2026Q1: 12,247 shares; 2026Q2: 11,658 shares 11,658 $966K 0.7% -589 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,128 shares; 2025Q1: 2,848 shares; 2025Q2: 3,241 shares; 2025Q3: 4,253 shares; 2025Q4: 4,612 shares; 2026Q1: 4,118 shares; 2026Q2: 3,952 shares 3,952 $942K 0.68% -166 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,918 shares; 2025Q1: 2,619 shares; 2025Q2: 2,645 shares; 2025Q3: 3,399 shares; 2025Q4: 3,641 shares; 2026Q1: 2,827 shares; 2026Q2: 2,052 shares 2,052 $863K 0.62% -775 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,948 shares; 2026Q2: 21,270 shares 21,270 $853K 0.61% +3,322 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,922 shares; 2025Q4: 11,753 shares; 2026Q1: 14,992 shares; 2026Q2: 14,710 shares 14,710 $835K 0.6% -282 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 992 shares; 2025Q2: 1,021 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares; 2026Q2: 934 shares 934 $698K 0.5% -105 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 788 shares; 2025Q1: 1,027 shares; 2025Q2: 1,196 shares; 2025Q3: 1,571 shares; 2025Q4: 1,556 shares; 2026Q1: 2,771 shares; 2026Q2: 1,619 shares 1,619 $604K 0.43% -1,152 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,691 shares; 2025Q4: 1,929 shares; 2026Q1: 1,794 shares; 2026Q2: 1,669 shares 1,669 $590K 0.42% -125 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,655 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 10,755 shares; 2025Q4: 3,910 shares; 2026Q1: 11,019 shares; 2026Q2: 10,307 shares 10,307 $587K 0.42% -712 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,738 shares; 2025Q2: 5,031 shares; 2025Q3: 6,960 shares; 2025Q4: 10,023 shares; 2026Q1: 11,135 shares; 2026Q2: 11,892 shares 11,892 $586K 0.42% +757 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,633 shares; 2025Q4: 8,069 shares; 2026Q1: 9,747 shares; 2026Q2: 10,769 shares 10,769 $540K 0.39% +1,022 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,741 shares; 2025Q2: 1,727 shares; 2025Q3: 2,531 shares; 2025Q4: 2,677 shares; 2026Q1: 1,518 shares; 2026Q2: 1,501 shares 1,501 $536K 0.39% -17 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,588 shares; 2025Q1: 1,534 shares; 2025Q2: 1,506 shares; 2025Q3: 1,692 shares; 2025Q4: 1,368 shares; 2026Q1: 1,337 shares; 2026Q2: 1,236 shares 1,236 $514K 0.37% -101 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: not loaded; 2024Q4: 50,565 shares; 2025Q1: 19,789 shares; 2025Q2: 16,273 shares; 2025Q3: 4,512 shares; 2025Q4: 4,712 shares; 2026Q1: 4,733 shares; 2026Q2: 4,556 shares 4,556 $451K 0.32% -177 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,866 shares; 2025Q1: 17,033 shares; 2025Q2: 8,482 shares; 2025Q3: 6,804 shares; 2025Q4: 6,157 shares; 2026Q1: 6,014 shares; 2026Q2: 5,611 shares 5,611 $449K 0.32% -403 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 938 shares; 2026Q1: not reported; 2026Q2: 726 shares 726 $422K 0.3% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $344K 0.25% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 279 shares 279 $334K 0.24% +11 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $310K 0.22% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 476 shares; 2025Q2: 480 shares; 2025Q3: 489 shares; 2025Q4: 586 shares; 2026Q1: 598 shares; 2026Q2: 547 shares 547 $308K 0.22% -51 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: not reported; 2026Q2: 264 shares 264 $305K 0.22% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,896 shares; 2025Q1: not reported; 2025Q2: 2,041 shares; 2025Q3: 2,047 shares; 2025Q4: 2,043 shares; 2026Q1: 2,048 shares; 2026Q2: 2,178 shares 2,178 $298K 0.21% +130 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,252 shares; 2026Q2: 2,849 shares 2,849 $287K 0.21% +597 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 689 shares 689 $255K 0.18% +32 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 706 shares; 2026Q1: 709 shares; 2026Q2: 704 shares 704 $231K 0.17% -5 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares 101 $230K 0.17% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $228K 0.16% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 3,223 shares; 2026Q1: 3,380 shares; 2026Q2: 2,817 shares 2,817 $201K 0.14% -563 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,035 shares; 2026Q2: 14,035 shares 14,035 $9.56K 0.01% 0 Timeline