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: 525,121 shares; 2024Q4: 525,262 shares; 2025Q1: 535,287 shares; 2025Q2: 528,509 shares; 2025Q3: 512,631 shares; 2025Q4: 519,051 shares; 2026Q1: 491,129 shares; 2026Q2: 503,321 shares 503,321 $376M 10.66% +12,192 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,007,317 shares; 2024Q4: 5,696,740 shares; 2025Q1: 5,766,837 shares; 2025Q2: 5,474,972 shares; 2025Q3: 19,545,603 shares; 2025Q4: 5,306,058 shares; 2026Q1: 5,099,716 shares; 2026Q2: 5,521,691 shares 5,521,691 $278M 7.89% +421,975 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: 4,021 shares; 2024Q4: 4,671 shares; 2025Q1: 5,547 shares; 2025Q2: 5,909 shares; 2025Q3: 154,724 shares; 2025Q4: 251,628 shares; 2026Q1: 109,676 shares; 2026Q2: 273,046 shares 273,046 $188M 5.32% +163,370 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: 247,804 shares; 2024Q4: 272,183 shares; 2025Q1: 292,320 shares; 2025Q2: 308,345 shares; 2025Q3: 325,339 shares; 2025Q4: 344,071 shares; 2026Q1: 334,403 shares; 2026Q2: 380,548 shares 380,548 $141M 4% +46,145 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: 342,466 shares; 2024Q4: 347,303 shares; 2025Q1: 339,109 shares; 2025Q2: 345,803 shares; 2025Q3: 329,979 shares; 2025Q4: 490,263 shares; 2026Q1: 461,873 shares; 2026Q2: 513,451 shares 513,451 $112M 3.17% +51,578 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,479,294 shares; 2024Q4: 1,570,323 shares; 2025Q1: 1,813,204 shares; 2025Q2: 1,813,317 shares; 2025Q3: 1,499,531 shares; 2025Q4: 1,497,557 shares; 2026Q1: 1,303,001 shares; 2026Q2: 1,521,470 shares 1,521,470 $77M 2.19% +218,469 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,487 shares; 2024Q4: 649,098 shares; 2025Q1: 651,518 shares; 2025Q2: 644,221 shares; 2025Q3: 649,432 shares; 2025Q4: 642,637 shares; 2026Q1: 605,879 shares; 2026Q2: 675,556 shares 675,556 $70.2M 1.99% +69,677 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,849 shares; 2024Q4: 313,132 shares; 2025Q1: 331,746 shares; 2025Q2: 331,176 shares; 2025Q3: 318,875 shares; 2025Q4: 404,446 shares; 2026Q1: 379,038 shares; 2026Q2: 395,865 shares 395,865 $62.1M 1.76% +16,827 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577,236 shares; 2024Q4: 610,866 shares; 2025Q1: 637,521 shares; 2025Q2: 627,906 shares; 2025Q3: 620,904 shares; 2025Q4: 641,374 shares; 2026Q1: 596,151 shares; 2026Q2: 687,071 shares 687,071 $57.5M 1.63% +90,920 Timeline SPSB 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: 543,299 shares; 2024Q4: 552,532 shares; 2025Q1: 578,970 shares; 2025Q2: 705,043 shares; 2025Q3: 1,289,399 shares; 2025Q4: 1,450,662 shares; 2026Q1: 1,478,176 shares; 2026Q2: 1,742,998 shares 1,742,998 $52.3M 1.48% +264,822 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,336 shares; 2026Q2: 1,027,009 shares 1,027,009 $45.6M 1.29% +961,673 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: 4,305 shares; 2024Q4: 20,561 shares; 2025Q1: 20,944 shares; 2025Q2: 17,027 shares; 2025Q3: 33,148 shares; 2025Q4: 1,779,503 shares; 2026Q1: 1,946,533 shares; 2026Q2: 1,276,274 shares 1,276,274 $43.2M 1.23% -670,259 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,543 shares; 2024Q4: 17,384 shares; 2025Q1: 18,748 shares; 2025Q2: 18,486 shares; 2025Q3: 509,145 shares; 2025Q4: 514,651 shares; 2026Q1: 20,942 shares; 2026Q2: 586,010 shares 586,010 $41.8M 1.18% +565,068 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,266 shares; 2024Q4: 51,457 shares; 2025Q1: 59,616 shares; 2025Q2: 86,541 shares; 2025Q3: 271,833 shares; 2025Q4: 360,796 shares; 2026Q1: 294,016 shares; 2026Q2: 468,863 shares 468,863 $38.8M 1.1% +174,847 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566,546 shares; 2025Q4: 636,346 shares; 2026Q1: not reported; 2026Q2: 704,661 shares 704,661 $35.6M 1.01% new 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: 14,483 shares; 2024Q4: 14,169 shares; 2025Q1: 13,660 shares; 2025Q2: 14,972 shares; 2025Q3: 18,163 shares; 2025Q4: 25,781 shares; 2026Q1: 25,595 shares; 2026Q2: 47,085 shares 47,085 $35.3M 1% +21,490 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329,636 shares; 2025Q4: 393,709 shares; 2026Q1: not reported; 2026Q2: 479,975 shares 479,975 $35.2M 1% new 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: not reported; 2024Q4: 17,115 shares; 2025Q1: 17,676 shares; 2025Q2: 16,231 shares; 2025Q3: 94,908 shares; 2025Q4: 99,435 shares; 2026Q1: 32,572 shares; 2026Q2: 1,264,724 shares 1,264,724 $35M 0.99% +1,232,152 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: 62,622 shares; 2024Q4: 61,950 shares; 2025Q1: 60,624 shares; 2025Q2: 61,616 shares; 2025Q3: 76,793 shares; 2025Q4: 107,220 shares; 2026Q1: 94,634 shares; 2026Q2: 121,031 shares 121,031 $35M 0.99% +26,397 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,920 shares; 2024Q4: 324,828 shares; 2025Q1: 313,076 shares; 2025Q2: 302,224 shares; 2025Q3: 484,454 shares; 2025Q4: 501,420 shares; 2026Q1: 310,361 shares; 2026Q2: 568,711 shares 568,711 $33.9M 0.96% +258,350 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,545 shares; 2026Q1: 106,132 shares; 2026Q2: 172,792 shares 172,792 $32.3M 0.92% +66,660 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: 611,737 shares; 2024Q4: 570,749 shares; 2025Q1: 524,855 shares; 2025Q2: 514,242 shares; 2025Q3: 499,453 shares; 2025Q4: 486,989 shares; 2026Q1: 431,762 shares; 2026Q2: 520,295 shares 520,295 $31.6M 0.9% +88,533 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,050 shares; 2025Q4: 629,240 shares; 2026Q1: 659,184 shares; 2026Q2: 631,535 shares 631,535 $31.1M 0.88% -27,649 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: 31,888 shares; 2024Q4: 43,172 shares; 2025Q1: 117,705 shares; 2025Q2: 151,763 shares; 2025Q3: 179,674 shares; 2025Q4: 224,019 shares; 2026Q1: 241,492 shares; 2026Q2: 261,498 shares 261,498 $31.1M 0.88% +20,006 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,646 shares; 2026Q2: 837,360 shares 837,360 $30.8M 0.88% +787,714 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 5,315 shares; 2025Q4: 659,775 shares; 2026Q1: 690,410 shares; 2026Q2: 677,471 shares 677,471 $30.1M 0.86% -12,939 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 682,727 shares; 2026Q1: 715,977 shares; 2026Q2: 691,401 shares 691,401 $29.3M 0.83% -24,576 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: 96,183 shares; 2024Q4: 96,663 shares; 2025Q1: 98,391 shares; 2025Q2: 97,791 shares; 2025Q3: 96,890 shares; 2025Q4: 93,236 shares; 2026Q1: 85,336 shares; 2026Q2: 95,927 shares 95,927 $28.8M 0.82% +10,591 Timeline VXF 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: 17,020 shares; 2024Q4: 16,714 shares; 2025Q1: 16,702 shares; 2025Q2: 16,500 shares; 2025Q3: 114,518 shares; 2025Q4: 114,569 shares; 2026Q1: 13,852 shares; 2026Q2: 115,027 shares 115,027 $28.3M 0.8% +101,175 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: 10,418 shares; 2024Q4: 11,669 shares; 2025Q1: 25,247 shares; 2025Q2: 37,860 shares; 2025Q3: 40,558 shares; 2025Q4: 44,264 shares; 2026Q1: 46,349 shares; 2026Q2: 314,734 shares 314,734 $27.1M 0.77% +268,385 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468,672 shares; 2024Q4: 500,490 shares; 2025Q1: 538,959 shares; 2025Q2: 539,553 shares; 2025Q3: 553,665 shares; 2025Q4: 566,983 shares; 2026Q1: 588,178 shares; 2026Q2: 665,102 shares 665,102 $26.9M 0.76% +76,924 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: 224,296 shares; 2024Q4: 218,570 shares; 2025Q1: 237,082 shares; 2025Q2: 260,367 shares; 2025Q3: 268,457 shares; 2025Q4: 270,542 shares; 2026Q1: 247,384 shares; 2026Q2: 282,526 shares 282,526 $25.7M 0.73% +35,142 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,030 shares; 2024Q4: 20,651 shares; 2025Q1: 26,054 shares; 2025Q2: 39,004 shares; 2025Q3: 171,057 shares; 2025Q4: 178,009 shares; 2026Q1: 95,672 shares; 2026Q2: 239,389 shares 239,389 $25.5M 0.72% +143,717 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR 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: 17,547 shares; 2025Q4: 916,971 shares; 2026Q1: 900,592 shares; 2026Q2: 831,835 shares 831,835 $24.2M 0.69% -68,757 Timeline FNDF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 458,391 shares 458,391 $24.2M 0.69% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,184 shares; 2024Q4: 70,931 shares; 2025Q1: 69,840 shares; 2025Q2: 74,533 shares; 2025Q3: 83,523 shares; 2025Q4: 118,178 shares; 2026Q1: 116,150 shares; 2026Q2: 148,329 shares 148,329 $23.3M 0.66% +32,179 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,248 shares; 2024Q4: 320,365 shares; 2025Q1: 324,086 shares; 2025Q2: 308,561 shares; 2025Q3: 308,531 shares; 2025Q4: 310,989 shares; 2026Q1: 292,888 shares; 2026Q2: 301,931 shares 301,931 $22.5M 0.64% +9,043 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508,681 shares; 2026Q1: 643,490 shares; 2026Q2: 850,240 shares 850,240 $22.3M 0.63% +206,750 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,518 shares; 2024Q4: 275,869 shares; 2025Q1: 282,945 shares; 2025Q2: 274,694 shares; 2025Q3: 269,365 shares; 2025Q4: 270,886 shares; 2026Q1: 259,514 shares; 2026Q2: 265,198 shares 265,198 $22.2M 0.63% +5,684 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471,224 shares; 2026Q1: 619,973 shares; 2026Q2: 824,278 shares 824,278 $21.9M 0.62% +204,305 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,668 shares; 2024Q4: 302,215 shares; 2025Q1: 304,138 shares; 2025Q2: 298,513 shares; 2025Q3: 302,881 shares; 2025Q4: 307,832 shares; 2026Q1: 289,397 shares; 2026Q2: 312,073 shares 312,073 $21.3M 0.61% +22,676 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,201 shares; 2025Q1: 49,345 shares; 2025Q2: 45,367 shares; 2025Q3: 49,301 shares; 2025Q4: 39,036 shares; 2026Q1: 34,550 shares; 2026Q2: 24,481 shares 24,481 $20.5M 0.58% -10,069 Timeline DMAX ISHARES TR More: the full row for ISHARES TR 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: 836,051 shares; 2026Q1: 760,919 shares; 2026Q2: 736,972 shares 736,972 $20.1M 0.57% -23,947 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,874 shares; 2024Q4: 113,529 shares; 2025Q1: 118,848 shares; 2025Q2: 122,085 shares; 2025Q3: 139,746 shares; 2025Q4: 146,607 shares; 2026Q1: 154,557 shares; 2026Q2: 178,686 shares 178,686 $18.3M 0.52% +24,129 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,899 shares; 2024Q4: 233,611 shares; 2025Q1: 245,170 shares; 2025Q2: 255,987 shares; 2025Q3: 278,873 shares; 2025Q4: 286,035 shares; 2026Q1: 282,450 shares; 2026Q2: 317,908 shares 317,908 $17.5M 0.5% +35,458 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: 25,453 shares; 2024Q4: 25,521 shares; 2025Q1: 27,475 shares; 2025Q2: 28,345 shares; 2025Q3: 60,214 shares; 2025Q4: 72,139 shares; 2026Q1: 59,981 shares; 2026Q2: 79,116 shares 79,116 $15.8M 0.45% +19,135 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: 1,389 shares; 2024Q4: 1,547 shares; 2025Q1: 1,556 shares; 2025Q2: 1,387 shares; 2025Q3: 17,125 shares; 2025Q4: 16,150 shares; 2026Q1: 1,866 shares; 2026Q2: 132,219 shares 132,219 $15.8M 0.45% +130,353 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,870 shares; 2024Q4: 104,482 shares; 2025Q1: 104,482 shares; 2025Q2: 103,870 shares; 2025Q3: 112,905 shares; 2025Q4: 491,350 shares; 2026Q1: 506,722 shares; 2026Q2: 515,018 shares 515,018 $15.5M 0.44% +8,296 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: 14,638 shares; 2024Q4: 14,005 shares; 2025Q1: 14,001 shares; 2025Q2: 14,976 shares; 2025Q3: 20,387 shares; 2025Q4: 34,577 shares; 2026Q1: 29,424 shares; 2026Q2: 41,085 shares 41,085 $15.3M 0.43% +11,661 Timeline IBTH ISHARES TR More: the full row for ISHARES TR 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: 313,730 shares; 2026Q1: 408,299 shares; 2026Q2: 666,092 shares 666,092 $14.9M 0.42% +257,793 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,152 shares; 2024Q4: 422,592 shares; 2025Q1: 451,560 shares; 2025Q2: 448,210 shares; 2025Q3: 468,973 shares; 2025Q4: 483,797 shares; 2026Q1: 469,217 shares; 2026Q2: 520,857 shares 520,857 $14.4M 0.41% +51,640 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,105 shares; 2025Q2: not reported; 2025Q3: 215,200 shares; 2025Q4: 253,616 shares; 2026Q1: not reported; 2026Q2: 274,807 shares 274,807 $13.3M 0.38% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,832 shares; 2024Q4: 108,796 shares; 2025Q1: 124,551 shares; 2025Q2: 139,658 shares; 2025Q3: 131,609 shares; 2025Q4: 126,344 shares; 2026Q1: 115,051 shares; 2026Q2: 121,966 shares 121,966 $13.3M 0.38% +6,915 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: 10,723 shares; 2024Q4: 11,135 shares; 2025Q1: 14,329 shares; 2025Q2: 26,235 shares; 2025Q3: 71,152 shares; 2025Q4: 89,574 shares; 2026Q1: 89,537 shares; 2026Q2: 123,417 shares 123,417 $13.3M 0.38% +33,880 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: 18,991 shares; 2024Q4: 18,873 shares; 2025Q1: 18,361 shares; 2025Q2: 19,631 shares; 2025Q3: 27,353 shares; 2025Q4: 47,156 shares; 2026Q1: 42,491 shares; 2026Q2: 53,933 shares 53,933 $12.9M 0.36% +11,442 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,919 shares; 2024Q4: 173,078 shares; 2025Q1: 176,281 shares; 2025Q2: 167,471 shares; 2025Q3: 156,276 shares; 2025Q4: 158,554 shares; 2026Q1: 151,649 shares; 2026Q2: 166,410 shares 166,410 $12.7M 0.36% +14,761 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,230 shares; 2024Q4: 166,895 shares; 2025Q1: 172,369 shares; 2025Q2: 177,954 shares; 2025Q3: 200,162 shares; 2025Q4: 208,970 shares; 2026Q1: 211,618 shares; 2026Q2: 247,549 shares 247,549 $12.5M 0.36% +35,931 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: 51,988 shares; 2024Q4: 58,657 shares; 2025Q1: 58,434 shares; 2025Q2: 84,957 shares; 2025Q3: 126,400 shares; 2025Q4: 130,403 shares; 2026Q1: 122,340 shares; 2026Q2: 139,300 shares 139,300 $12.2M 0.35% +16,960 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,462 shares; 2024Q4: 255,694 shares; 2025Q1: 249,995 shares; 2025Q2: 241,533 shares; 2025Q3: 243,296 shares; 2025Q4: 254,372 shares; 2026Q1: 242,369 shares; 2026Q2: 258,717 shares 258,717 $11.9M 0.34% +16,348 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: 36,891 shares; 2024Q4: 36,719 shares; 2025Q1: 36,413 shares; 2025Q2: 36,244 shares; 2025Q3: 35,697 shares; 2025Q4: 35,374 shares; 2026Q1: 33,958 shares; 2026Q2: 34,602 shares 34,602 $11.9M 0.34% +644 Timeline SCHE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,572 shares; 2025Q4: 14,943 shares; 2026Q1: not reported; 2026Q2: 322,953 shares 322,953 $11.7M 0.33% new Timeline AVGE 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: 24,678 shares; 2024Q4: 28,194 shares; 2025Q1: 47,129 shares; 2025Q2: 70,462 shares; 2025Q3: 93,322 shares; 2025Q4: 103,796 shares; 2026Q1: 108,447 shares; 2026Q2: 116,708 shares 116,708 $11.6M 0.33% +8,261 Timeline SLYG 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: 78,929 shares; 2024Q4: 86,193 shares; 2025Q1: 90,177 shares; 2025Q2: 93,132 shares; 2025Q3: 93,103 shares; 2025Q4: 95,624 shares; 2026Q1: 94,244 shares; 2026Q2: 95,010 shares 95,010 $11.3M 0.32% +766 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: 16,467 shares; 2024Q4: 16,459 shares; 2025Q1: 17,702 shares; 2025Q2: 17,815 shares; 2025Q3: 21,505 shares; 2025Q4: 21,627 shares; 2026Q1: 20,168 shares; 2026Q2: 116,838 shares 116,838 $11.3M 0.32% +96,670 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: 15,736 shares; 2024Q4: 15,528 shares; 2025Q1: 15,531 shares; 2025Q2: 15,640 shares; 2025Q3: 15,574 shares; 2025Q4: 53,521 shares; 2026Q1: 57,652 shares; 2026Q2: 66,714 shares 66,714 $11M 0.31% +9,062 Timeline IBTI ISHARES TR More: the full row for ISHARES TR 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: 238,127 shares; 2026Q1: 229,954 shares; 2026Q2: 488,074 shares 488,074 $10.8M 0.31% +258,120 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,457 shares; 2024Q4: 18,716 shares; 2025Q1: 22,971 shares; 2025Q2: 24,541 shares; 2025Q3: 28,191 shares; 2025Q4: 29,820 shares; 2026Q1: 26,348 shares; 2026Q2: 44,334 shares 44,334 $10.8M 0.31% +17,986 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,093 shares; 2024Q4: 264,513 shares; 2025Q1: 228,453 shares; 2025Q2: 205,125 shares; 2025Q3: 184,165 shares; 2025Q4: 174,079 shares; 2026Q1: 154,391 shares; 2026Q2: 164,935 shares 164,935 $10.7M 0.3% +10,544 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: 20,354 shares; 2024Q4: 23,120 shares; 2025Q1: 23,842 shares; 2025Q2: 24,016 shares; 2025Q3: 27,678 shares; 2025Q4: 29,729 shares; 2026Q1: 28,381 shares; 2026Q2: 33,588 shares 33,588 $10.2M 0.29% +5,207 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 34,102 shares; 2026Q1: 72,356 shares; 2026Q2: 116,965 shares 116,965 $9.68M 0.27% +44,609 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: 33,331 shares; 2024Q4: 32,627 shares; 2025Q1: 32,966 shares; 2025Q2: 32,083 shares; 2025Q3: 31,504 shares; 2025Q4: 91,329 shares; 2026Q1: 84,482 shares; 2026Q2: 39,990 shares 39,990 $9.46M 0.27% -44,492 Timeline IBTG ISHARES TR More: the full row for ISHARES TR 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: 461,910 shares; 2026Q1: 530,035 shares; 2026Q2: 398,667 shares 398,667 $9.13M 0.26% -131,368 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: 19,135 shares; 2024Q4: 18,741 shares; 2025Q1: 18,666 shares; 2025Q2: 19,678 shares; 2025Q3: 20,294 shares; 2025Q4: 21,411 shares; 2026Q1: 19,404 shares; 2026Q2: 25,397 shares 25,397 $8.96M 0.25% +5,993 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,060 shares; 2025Q1: 15,060 shares; 2025Q2: 12,873 shares; 2025Q3: 12,914 shares; 2025Q4: 15,172 shares; 2026Q1: 20,524 shares; 2026Q2: 303,145 shares 303,145 $8.92M 0.25% +282,621 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: 7,302 shares; 2024Q4: 7,301 shares; 2025Q1: 7,291 shares; 2025Q2: 7,989 shares; 2025Q3: 12,345 shares; 2025Q4: 22,728 shares; 2026Q1: 19,436 shares; 2026Q2: 24,915 shares 24,915 $8.9M 0.25% +5,479 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,593 shares; 2026Q2: 308,886 shares 308,886 $8.85M 0.25% +10,293 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: 7,326 shares; 2024Q4: 7,551 shares; 2025Q1: 7,594 shares; 2025Q2: 7,847 shares; 2025Q3: 9,723 shares; 2025Q4: 16,873 shares; 2026Q1: 15,457 shares; 2026Q2: 17,649 shares 17,649 $8.83M 0.25% +2,192 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,093 shares; 2026Q1: 186,725 shares; 2026Q2: 171,585 shares 171,585 $8.66M 0.25% -15,140 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,954 shares; 2024Q4: 224,126 shares; 2025Q1: 244,536 shares; 2025Q2: 250,797 shares; 2025Q3: 233,737 shares; 2025Q4: 227,281 shares; 2026Q1: 213,769 shares; 2026Q2: 212,265 shares 212,265 $8.63M 0.25% -1,504 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,340 shares; 2024Q4: 210,582 shares; 2025Q1: 198,137 shares; 2025Q2: 191,564 shares; 2025Q3: 183,547 shares; 2025Q4: 175,870 shares; 2026Q1: 147,908 shares; 2026Q2: 170,740 shares 170,740 $8.6M 0.24% +22,832 Timeline FNDX 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 reported; 2024Q4: 15,284 shares; 2025Q1: 16,156 shares; 2025Q2: 16,058 shares; 2025Q3: 15,633 shares; 2025Q4: 15,643 shares; 2026Q1: 22,069 shares; 2026Q2: 273,674 shares 273,674 $8.51M 0.24% +251,605 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 132,719 shares; 2026Q1: 127,052 shares; 2026Q2: 60,352 shares 60,352 $8.44M 0.24% -66,700 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: 65,092 shares; 2024Q4: 61,159 shares; 2025Q1: 56,122 shares; 2025Q2: 53,583 shares; 2025Q3: 47,150 shares; 2025Q4: 45,584 shares; 2026Q1: 38,520 shares; 2026Q2: 53,374 shares 53,374 $8.43M 0.24% +14,854 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,877 shares; 2024Q4: 27,878 shares; 2025Q1: 38,451 shares; 2025Q2: 43,216 shares; 2025Q3: 51,808 shares; 2025Q4: 60,899 shares; 2026Q1: 76,715 shares; 2026Q2: 102,752 shares 102,752 $8.42M 0.24% +26,037 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: 1,456 shares; 2024Q4: 2,643 shares; 2025Q1: 2,462 shares; 2025Q2: 1,552 shares; 2025Q3: 2,695 shares; 2025Q4: 3,213 shares; 2026Q1: 2,566 shares; 2026Q2: 33,499 shares 33,499 $8.12M 0.23% +30,933 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147,024 shares 147,024 $8.11M 0.23% new Timeline MMAX ISHARES TR More: the full row for ISHARES TR 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: 103,518 shares; 2026Q1: 298,159 shares; 2026Q2: 288,154 shares 288,154 $7.8M 0.22% -10,005 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,204 shares; 2024Q4: 54,404 shares; 2025Q1: 69,754 shares; 2025Q2: 80,638 shares; 2025Q3: 102,398 shares; 2025Q4: 129,656 shares; 2026Q1: 153,699 shares; 2026Q2: 197,090 shares 197,090 $7.79M 0.22% +43,391 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,734 shares; 2026Q1: 43,795 shares; 2026Q2: 86,330 shares 86,330 $7.76M 0.22% +42,535 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,269 shares; 2025Q3: 47,071 shares; 2025Q4: 98,251 shares; 2026Q1: 127,257 shares; 2026Q2: 184,039 shares 184,039 $7.14M 0.2% +56,782 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,536 shares; 2024Q4: 118,682 shares; 2025Q1: 109,321 shares; 2025Q2: 100,554 shares; 2025Q3: 99,271 shares; 2025Q4: 95,602 shares; 2026Q1: 83,823 shares; 2026Q2: 95,321 shares 95,321 $7.08M 0.2% +11,498 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: 7,305 shares; 2024Q4: 7,345 shares; 2025Q1: 5,943 shares; 2025Q2: 5,971 shares; 2025Q3: 9,429 shares; 2025Q4: 14,929 shares; 2026Q1: 11,813 shares; 2026Q2: 17,962 shares 17,962 $6.35M 0.18% +6,149 Timeline SCHO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 256,043 shares 256,043 $6.18M 0.18% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,780 shares; 2024Q4: 23,464 shares; 2025Q1: 40,290 shares; 2025Q2: 52,367 shares; 2025Q3: 73,727 shares; 2025Q4: 101,240 shares; 2026Q1: 115,218 shares; 2026Q2: 153,798 shares 153,798 $6.17M 0.18% +38,580 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: 40,426 shares; 2024Q4: 38,737 shares; 2025Q1: 39,203 shares; 2025Q2: 39,250 shares; 2025Q3: 41,046 shares; 2025Q4: 74,425 shares; 2026Q1: 72,634 shares; 2026Q2: 75,420 shares 75,420 $6.13M 0.17% +2,786 Timeline IBHF ISHARES TR More: the full row for ISHARES TR 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: 369,470 shares; 2026Q1: 398,864 shares; 2026Q2: 268,420 shares 268,420 $6.08M 0.17% -130,444 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,155 shares; 2024Q4: 34,455 shares; 2025Q1: 34,455 shares; 2025Q2: 30,055 shares; 2025Q3: 34,039 shares; 2025Q4: 33,889 shares; 2026Q1: 33,320 shares; 2026Q2: 79,491 shares 79,491 $6.05M 0.17% +46,171 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: 2,291 shares; 2024Q4: 2,893 shares; 2025Q1: 2,902 shares; 2025Q2: 2,657 shares; 2025Q3: 12,430 shares; 2025Q4: 55,723 shares; 2026Q1: 38,889 shares; 2026Q2: 51,542 shares 51,542 $6.04M 0.17% +12,653 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,784 shares; 2026Q2: 79,332 shares 79,332 $6.01M 0.17% +75,548 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,659 shares; 2026Q2: 288,494 shares 288,494 $6M 0.17% +112,835 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,403 shares; 2026Q2: 26,656 shares 26,656 $5.85M 0.17% +25,253 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,581 shares; 2025Q2: 27,650 shares; 2025Q3: 65,702 shares; 2025Q4: 101,430 shares; 2026Q1: 109,210 shares; 2026Q2: 144,888 shares 144,888 $5.83M 0.17% +35,678 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 4,786 shares; 2025Q1: 4,481 shares; 2025Q2: 2,658 shares; 2025Q3: 51,309 shares; 2025Q4: 61,609 shares; 2026Q1: 3,362 shares; 2026Q2: 73,053 shares 73,053 $5.69M 0.16% +69,691 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,175 shares; 2024Q4: 24,877 shares; 2025Q1: 36,682 shares; 2025Q2: 38,110 shares; 2025Q3: 50,571 shares; 2025Q4: 49,477 shares; 2026Q1: 55,321 shares; 2026Q2: 68,732 shares 68,732 $5.43M 0.15% +13,411 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,640 shares; 2026Q1: 31,566 shares; 2026Q2: 49,264 shares 49,264 $5.4M 0.15% +17,698 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 768 shares; 2025Q4: 1,743 shares; 2026Q1: 1,858 shares; 2026Q2: 8,186 shares 8,186 $5.37M 0.15% +6,328 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,445 shares; 2026Q1: 143,126 shares; 2026Q2: 137,378 shares 137,378 $5.23M 0.15% -5,748 Timeline SPYD 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: 146,798 shares; 2024Q4: 142,703 shares; 2025Q1: 136,904 shares; 2025Q2: 134,147 shares; 2025Q3: 120,106 shares; 2025Q4: 115,175 shares; 2026Q1: 110,983 shares; 2026Q2: 107,943 shares 107,943 $5.15M 0.15% -3,040 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: 23,621 shares; 2024Q4: 19,456 shares; 2025Q1: 19,069 shares; 2025Q2: 19,653 shares; 2025Q3: 21,463 shares; 2025Q4: 38,384 shares; 2026Q1: 31,830 shares; 2026Q2: 37,652 shares 37,652 $5.15M 0.15% +5,822 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: 1,883 shares; 2024Q4: 2,649 shares; 2025Q1: 2,539 shares; 2025Q2: 2,212 shares; 2025Q3: 3,191 shares; 2025Q4: 5,344 shares; 2026Q1: 6,461 shares; 2026Q2: 6,964 shares 6,964 $5.13M 0.15% +503 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: 3,142 shares; 2024Q4: 3,983 shares; 2025Q1: 5,102 shares; 2025Q2: 3,144 shares; 2025Q3: 7,576 shares; 2025Q4: 236,918 shares; 2026Q1: 246,586 shares; 2026Q2: 58,847 shares 58,847 $5.03M 0.14% -187,739 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: 3,460 shares; 2024Q4: 4,686 shares; 2025Q1: 4,660 shares; 2025Q2: 5,315 shares; 2025Q3: 7,290 shares; 2025Q4: 15,411 shares; 2026Q1: 12,929 shares; 2026Q2: 14,948 shares 14,948 $4.89M 0.14% +2,019 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,402 shares; 2026Q1: 50,103 shares; 2026Q2: 84,021 shares 84,021 $4.89M 0.14% +33,918 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,599 shares 72,599 $4.89M 0.14% new 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: 5,449 shares; 2024Q4: 4,491 shares; 2025Q1: 4,573 shares; 2025Q2: 4,545 shares; 2025Q3: 9,211 shares; 2025Q4: 9,649 shares; 2026Q1: 7,191 shares; 2026Q2: 11,510 shares 11,510 $4.84M 0.14% +4,319 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: 12,125 shares; 2024Q4: 11,755 shares; 2025Q1: 11,463 shares; 2025Q2: 11,787 shares; 2025Q3: 12,522 shares; 2025Q4: 18,324 shares; 2026Q1: 16,648 shares; 2026Q2: 58,260 shares 58,260 $4.83M 0.14% +41,612 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: 5,844 shares; 2024Q4: 6,257 shares; 2025Q1: 6,315 shares; 2025Q2: 6,495 shares; 2025Q3: 9,719 shares; 2025Q4: 12,773 shares; 2026Q1: 9,676 shares; 2026Q2: 12,642 shares 12,642 $4.78M 0.14% +2,966 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,328 shares; 2026Q1: 22,884 shares; 2026Q2: 24,847 shares 24,847 $4.76M 0.14% +1,963 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,593 shares; 2024Q4: 109,386 shares; 2025Q1: 112,888 shares; 2025Q2: 114,215 shares; 2025Q3: 115,998 shares; 2025Q4: 116,146 shares; 2026Q1: 99,648 shares; 2026Q2: 107,412 shares 107,412 $4.7M 0.13% +7,764 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,118 shares; 2024Q4: 6,800 shares; 2025Q1: 9,009 shares; 2025Q2: 10,925 shares; 2025Q3: 63,921 shares; 2025Q4: 76,343 shares; 2026Q1: 15,970 shares; 2026Q2: 79,308 shares 79,308 $4.68M 0.13% +63,338 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,566 shares; 2026Q1: 30,909 shares; 2026Q2: 35,291 shares 35,291 $4.67M 0.13% +4,382 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,252 shares; 2026Q1: 24,127 shares; 2026Q2: 24,828 shares 24,828 $4.66M 0.13% +701 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: 2,473 shares; 2024Q4: 2,457 shares; 2025Q1: 2,306 shares; 2025Q2: 2,535 shares; 2025Q3: 3,785 shares; 2025Q4: 8,125 shares; 2026Q1: 7,074 shares; 2026Q2: 8,228 shares 8,228 $4.63M 0.13% +1,154 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 71,409 shares; 2026Q1: 70,783 shares; 2026Q2: 128,708 shares 128,708 $4.62M 0.13% +57,925 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,820 shares; 2026Q2: 81,066 shares 81,066 $4.53M 0.13% +66,246 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,361 shares; 2024Q4: 39,987 shares; 2025Q1: 50,987 shares; 2025Q2: 51,005 shares; 2025Q3: 59,801 shares; 2025Q4: 72,838 shares; 2026Q1: 90,951 shares; 2026Q2: 120,625 shares 120,625 $4.49M 0.13% +29,674 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: 1,561 shares; 2024Q4: 1,968 shares; 2025Q1: 2,011 shares; 2025Q2: 1,521 shares; 2025Q3: 3,398 shares; 2025Q4: 8,106 shares; 2026Q1: 7,924 shares; 2026Q2: 7,710 shares 7,710 $4.48M 0.13% -214 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: 16,194 shares; 2024Q4: 17,475 shares; 2025Q1: 17,440 shares; 2025Q2: 17,763 shares; 2025Q3: 21,169 shares; 2025Q4: 39,568 shares; 2026Q1: 38,199 shares; 2026Q2: 39,505 shares 39,505 $4.47M 0.13% +1,306 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: 988 shares; 2024Q4: 1,136 shares; 2025Q1: 1,005 shares; 2025Q2: 885 shares; 2025Q3: 1,405 shares; 2025Q4: 3,673 shares; 2026Q1: 3,064 shares; 2026Q2: 3,598 shares 3,598 $4.32M 0.12% +534 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 45,331 shares; 2026Q1: 48,172 shares; 2026Q2: 49,257 shares 49,257 $4.22M 0.12% +1,085 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,786 shares; 2024Q4: 8,528 shares; 2025Q1: 10,306 shares; 2025Q2: 9,894 shares; 2025Q3: 12,540 shares; 2025Q4: 20,224 shares; 2026Q1: 22,794 shares; 2026Q2: 75,403 shares 75,403 $4.07M 0.12% +52,609 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: 7,481 shares; 2024Q4: 7,665 shares; 2025Q1: 8,198 shares; 2025Q2: 7,125 shares; 2025Q3: 11,073 shares; 2025Q4: 14,972 shares; 2026Q1: 11,362 shares; 2026Q2: 15,685 shares 15,685 $3.98M 0.11% +4,323 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,457 shares 87,457 $3.97M 0.11% 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: 2,343 shares; 2024Q4: 2,274 shares; 2025Q1: 1,825 shares; 2025Q2: 1,797 shares; 2025Q3: 1,768 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 9,617 shares 9,617 $3.94M 0.11% +7,692 Timeline PWRD TCW ETF TRUST More: the full row for TCW 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: 30,936 shares 30,936 $3.8M 0.11% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,378 shares 64,378 $3.79M 0.11% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 6,382 shares; 2025Q1: 6,382 shares; 2025Q2: 4,249 shares; 2025Q3: 5,060 shares; 2025Q4: 5,330 shares; 2026Q1: 16,482 shares; 2026Q2: 46,290 shares 46,290 $3.79M 0.11% +29,808 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,103 shares; 2026Q2: 37,022 shares 37,022 $3.73M 0.11% +34,919 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: 3,725 shares; 2024Q4: 5,731 shares; 2025Q1: 5,731 shares; 2025Q2: 9,246 shares; 2025Q3: 17,826 shares; 2025Q4: 21,657 shares; 2026Q1: 17,969 shares; 2026Q2: 26,750 shares 26,750 $3.68M 0.1% +8,781 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: 9,595 shares; 2024Q4: 9,175 shares; 2025Q1: 8,785 shares; 2025Q2: 7,007 shares; 2025Q3: 8,885 shares; 2025Q4: 19,938 shares; 2026Q1: 19,594 shares; 2026Q2: 24,655 shares 24,655 $3.62M 0.1% +5,061 Timeline SCHZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152,354 shares 152,354 $3.52M 0.1% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 2,761 shares; 2025Q1: 2,800 shares; 2025Q2: 3,133 shares; 2025Q3: 3,371 shares; 2025Q4: 9,585 shares; 2026Q1: 9,230 shares; 2026Q2: 10,240 shares 10,240 $3.49M 0.1% +1,010 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,640 shares; 2026Q1: 86,565 shares; 2026Q2: 103,443 shares 103,443 $3.44M 0.1% +16,878 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: 4,265 shares; 2024Q4: 12,797 shares; 2025Q1: 13,659 shares; 2025Q2: 13,661 shares; 2025Q3: 13,664 shares; 2025Q4: 25,428 shares; 2026Q1: 26,855 shares; 2026Q2: 118,200 shares 118,200 $3.42M 0.1% +91,345 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: 1,499 shares; 2024Q4: 1,495 shares; 2025Q1: 1,419 shares; 2025Q2: 1,343 shares; 2025Q3: 1,728 shares; 2025Q4: 3,334 shares; 2026Q1: 2,829 shares; 2026Q2: 3,644 shares 3,644 $3.41M 0.1% +815 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: 1,108 shares; 2024Q4: 1,542 shares; 2025Q1: 1,605 shares; 2025Q2: 1,160 shares; 2025Q3: 1,087 shares; 2025Q4: 9,872 shares; 2026Q1: 8,824 shares; 2026Q2: 9,380 shares 9,380 $3.4M 0.1% +556 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,847 shares; 2024Q4: 94,909 shares; 2025Q1: 85,455 shares; 2025Q2: 79,229 shares; 2025Q3: 72,854 shares; 2025Q4: 69,577 shares; 2026Q1: 62,235 shares; 2026Q2: 65,270 shares 65,270 $3.38M 0.1% +3,035 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,167 shares; 2026Q1: 46,502 shares; 2026Q2: 42,133 shares 42,133 $3.26M 0.09% -4,369 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares; 2026Q2: 43,077 shares 43,077 $3.26M 0.09% +39,993 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,590 shares; 2025Q2: 4,251 shares; 2025Q3: 4,254 shares; 2025Q4: 116,729 shares; 2026Q1: 107,214 shares; 2026Q2: 20,385 shares 20,385 $3.25M 0.09% -86,829 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,301 shares; 2026Q2: 70,412 shares 70,412 $3.22M 0.09% +65,111 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: 7,188 shares; 2024Q4: 7,639 shares; 2025Q1: 7,711 shares; 2025Q2: 7,530 shares; 2025Q3: 8,575 shares; 2025Q4: 18,415 shares; 2026Q1: 13,302 shares; 2026Q2: 19,161 shares 19,161 $3.18M 0.09% +5,859 Timeline SCHP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,940 shares 118,940 $3.15M 0.09% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP 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: 30,621 shares; 2025Q4: 30,612 shares; 2026Q1: 31,254 shares; 2026Q2: 31,455 shares 31,455 $3.14M 0.09% +201 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,248 shares; 2024Q4: 11,720 shares; 2025Q1: 11,950 shares; 2025Q2: 11,010 shares; 2025Q3: 19,337 shares; 2025Q4: 28,949 shares; 2026Q1: 25,281 shares; 2026Q2: 31,963 shares 31,963 $3.06M 0.09% +6,682 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,127 shares; 2026Q1: 25,371 shares; 2026Q2: 36,766 shares 36,766 $3.03M 0.09% +11,395 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,343 shares; 2024Q4: 35,732 shares; 2025Q1: 34,241 shares; 2025Q2: 33,766 shares; 2025Q3: 32,527 shares; 2025Q4: 34,226 shares; 2026Q1: 30,625 shares; 2026Q2: 35,635 shares 35,635 $2.93M 0.08% +5,010 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,437 shares; 2025Q1: 1,847 shares; 2025Q2: 3,917 shares; 2025Q3: 4,618 shares; 2025Q4: 7,595 shares; 2026Q1: 6,776 shares; 2026Q2: 7,756 shares 7,756 $2.9M 0.08% +980 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: 7,972 shares; 2024Q4: 9,264 shares; 2025Q1: 9,520 shares; 2025Q2: 8,167 shares; 2025Q3: 9,880 shares; 2025Q4: 18,984 shares; 2026Q1: 16,001 shares; 2026Q2: 24,560 shares 24,560 $2.88M 0.08% +8,559 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,079 shares; 2024Q4: 63,081 shares; 2025Q1: 62,581 shares; 2025Q2: 62,579 shares; 2025Q3: not reported; 2025Q4: 62,379 shares; 2026Q1: 61,991 shares; 2026Q2: 62,038 shares 62,038 $2.87M 0.08% +47 Timeline FNDE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,493 shares 66,493 $2.64M 0.07% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,075 shares; 2026Q1: 44,474 shares; 2026Q2: 43,671 shares 43,671 $2.59M 0.07% -803 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: 6,576 shares; 2024Q4: 7,167 shares; 2025Q1: 7,098 shares; 2025Q2: 6,344 shares; 2025Q3: 7,217 shares; 2025Q4: 13,509 shares; 2026Q1: 12,901 shares; 2026Q2: 13,416 shares 13,416 $2.55M 0.07% +515 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 67,719 shares; 2026Q1: 65,719 shares; 2026Q2: 62,126 shares 62,126 $2.54M 0.07% -3,593 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,144 shares 73,144 $2.51M 0.07% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,996 shares; 2026Q1: 127,360 shares; 2026Q2: 24,206 shares 24,206 $2.48M 0.07% -103,154 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,330 shares; 2024Q4: 53,505 shares; 2025Q1: 52,818 shares; 2025Q2: 46,976 shares; 2025Q3: 47,122 shares; 2025Q4: 46,266 shares; 2026Q1: 39,301 shares; 2026Q2: 43,408 shares 43,408 $2.45M 0.07% +4,107 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 64,528 shares; 2026Q1: 68,541 shares; 2026Q2: 66,516 shares 66,516 $2.43M 0.07% -2,025 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 3,448 shares; 2025Q4: 4,773 shares; 2026Q1: 2,857 shares; 2026Q2: 4,964 shares 4,964 $2.37M 0.07% +2,107 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,430 shares; 2026Q1: 97,426 shares; 2026Q2: 65,472 shares 65,472 $2.36M 0.07% -31,954 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: 2,038 shares; 2024Q4: 2,045 shares; 2025Q1: 1,979 shares; 2025Q2: 1,910 shares; 2025Q3: 2,431 shares; 2025Q4: 4,665 shares; 2026Q1: 4,296 shares; 2026Q2: 18,776 shares 18,776 $2.33M 0.07% +14,480 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 1,064 shares; 2025Q4: 2,184 shares; 2026Q1: 1,941 shares; 2026Q2: 1,982 shares 1,982 $2.33M 0.07% +41 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: 1,676 shares; 2025Q3: 7,792 shares; 2025Q4: 14,723 shares; 2026Q1: 14,390 shares; 2026Q2: 19,836 shares 19,836 $2.31M 0.07% +5,446 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,112 shares; 2025Q4: 1,740 shares; 2026Q1: 1,304 shares; 2026Q2: 1,984 shares 1,984 $2.29M 0.06% +680 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,647 shares 49,647 $2.28M 0.06% new 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: 2,894 shares; 2024Q4: 3,149 shares; 2025Q1: 3,083 shares; 2025Q2: 2,575 shares; 2025Q3: 4,126 shares; 2025Q4: 6,406 shares; 2026Q1: 4,654 shares; 2026Q2: 9,049 shares 9,049 $2.28M 0.06% +4,395 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: 8,192 shares; 2024Q4: 7,801 shares; 2025Q1: 7,675 shares; 2025Q2: 8,060 shares; 2025Q3: 8,603 shares; 2025Q4: 12,653 shares; 2026Q1: 10,180 shares; 2026Q2: 15,348 shares 15,348 $2.25M 0.06% +5,168 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,687 shares; 2025Q1: 5,424 shares; 2025Q2: 15,120 shares; 2025Q3: 21,638 shares; 2025Q4: 24,387 shares; 2026Q1: 26,382 shares; 2026Q2: 32,038 shares 32,038 $2.24M 0.06% +5,656 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,182 shares; 2025Q1: 1,056 shares; 2025Q2: 1,121 shares; 2025Q3: not reported; 2025Q4: 4,811 shares; 2026Q1: 4,789 shares; 2026Q2: 5,122 shares 5,122 $2.18M 0.06% +333 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 5,212 shares; 2026Q1: 4,371 shares; 2026Q2: 5,010 shares 5,010 $2.17M 0.06% +639 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 967 shares; 2026Q2: 1,088 shares 1,088 $2.16M 0.06% +121 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: 2,608 shares; 2024Q4: 3,198 shares; 2025Q1: 2,934 shares; 2025Q2: 2,768 shares; 2025Q3: 4,504 shares; 2025Q4: 7,687 shares; 2026Q1: 5,954 shares; 2026Q2: 6,308 shares 6,308 $2.16M 0.06% +354 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: 69,732 shares; 2024Q4: 80,239 shares; 2025Q1: 62,682 shares; 2025Q2: 77,875 shares; 2025Q3: 88,393 shares; 2025Q4: 95,625 shares; 2026Q1: 71,539 shares; 2026Q2: 91,687 shares 91,687 $2.09M 0.06% +20,148 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: 18,847 shares; 2024Q4: 22,383 shares; 2025Q1: 21,491 shares; 2025Q2: 20,587 shares; 2025Q3: 23,452 shares; 2025Q4: 34,203 shares; 2026Q1: 31,975 shares; 2026Q2: 36,416 shares 36,416 $2.07M 0.06% +4,441 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: 8,041 shares; 2024Q4: 15,922 shares; 2025Q1: 16,713 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 14,933 shares; 2026Q1: 17,510 shares; 2026Q2: 56,507 shares 56,507 $2.04M 0.06% +38,997 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,139 shares; 2025Q2: 15,203 shares; 2025Q3: 19,747 shares; 2025Q4: 22,304 shares; 2026Q1: 25,225 shares; 2026Q2: 28,851 shares 28,851 $1.92M 0.05% +3,626 Timeline AIVI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,796 shares; 2024Q4: 55,333 shares; 2025Q1: 49,918 shares; 2025Q2: 48,125 shares; 2025Q3: 41,457 shares; 2025Q4: 38,016 shares; 2026Q1: 31,286 shares; 2026Q2: 34,027 shares 34,027 $1.92M 0.05% +2,741 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,525 shares; 2024Q4: 4,437 shares; 2025Q1: 4,418 shares; 2025Q2: 4,413 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares; 2026Q2: 4,405 shares 4,405 $1.88M 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 2,832 shares; 2025Q1: 2,836 shares; 2025Q2: 2,722 shares; 2025Q3: 2,743 shares; 2025Q4: 4,573 shares; 2026Q1: 4,688 shares; 2026Q2: 4,998 shares 4,998 $1.85M 0.05% +310 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 3,052 shares; 2025Q4: 17,316 shares; 2026Q1: 16,882 shares; 2026Q2: 17,030 shares 17,030 $1.83M 0.05% +148 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,936 shares; 2026Q1: 55,058 shares; 2026Q2: 56,538 shares 56,538 $1.79M 0.05% +1,480 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,088 shares; 2024Q4: 23,691 shares; 2025Q1: 24,087 shares; 2025Q2: 23,182 shares; 2025Q3: 23,582 shares; 2025Q4: 23,882 shares; 2026Q1: 26,578 shares; 2026Q2: 48,680 shares 48,680 $1.79M 0.05% +22,102 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 2,988 shares; 2025Q1: 2,764 shares; 2025Q2: 2,620 shares; 2025Q3: 2,661 shares; 2025Q4: 2,425 shares; 2026Q1: 2,247 shares; 2026Q2: 2,314 shares 2,314 $1.75M 0.05% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 3,130 shares; 2026Q2: 3,362 shares 3,362 $1.74M 0.05% +232 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: 5,878 shares; 2024Q4: 5,967 shares; 2025Q1: 6,087 shares; 2025Q2: 5,576 shares; 2025Q3: 7,408 shares; 2025Q4: 6,936 shares; 2026Q1: 7,435 shares; 2026Q2: 9,630 shares 9,630 $1.74M 0.05% +2,195 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,387 shares; 2024Q4: 11,193 shares; 2025Q1: 11,188 shares; 2025Q2: 11,965 shares; 2025Q3: 30,103 shares; 2025Q4: 28,064 shares; 2026Q1: 11,304 shares; 2026Q2: 23,941 shares 23,941 $1.74M 0.05% +12,637 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 7,274 shares; 2026Q2: 65,344 shares 65,344 $1.72M 0.05% +58,070 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares; 2026Q1: 2,960 shares; 2026Q2: 2,251 shares 2,251 $1.72M 0.05% -709 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR 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: 49,613 shares 49,613 $1.71M 0.05% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,460 shares; 2025Q4: 20,386 shares; 2026Q1: 17,721 shares; 2026Q2: 18,258 shares 18,258 $1.71M 0.05% +537 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,796 shares 13,796 $1.68M 0.05% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,743 shares; 2026Q1: 30,265 shares; 2026Q2: 47,630 shares 47,630 $1.67M 0.05% +17,365 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,336 shares; 2026Q1: 19,163 shares; 2026Q2: 17,686 shares 17,686 $1.66M 0.05% -1,477 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: 732 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 651 shares; 2025Q3: 875 shares; 2025Q4: 872 shares; 2026Q1: 956 shares; 2026Q2: 1,553 shares 1,553 $1.65M 0.05% +597 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: 2,032 shares; 2024Q4: 2,556 shares; 2025Q1: 2,598 shares; 2025Q2: 2,103 shares; 2025Q3: 6,001 shares; 2025Q4: 7,816 shares; 2026Q1: 4,997 shares; 2026Q2: 7,238 shares 7,238 $1.64M 0.05% +2,241 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,092 shares; 2025Q1: 46,745 shares; 2025Q2: 46,483 shares; 2025Q3: 46,483 shares; 2025Q4: 46,483 shares; 2026Q1: 46,483 shares; 2026Q2: 46,483 shares 46,483 $1.63M 0.05% 0 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: 5,790 shares; 2024Q4: 7,488 shares; 2025Q1: 7,673 shares; 2025Q2: 7,743 shares; 2025Q3: 8,896 shares; 2025Q4: 9,671 shares; 2026Q1: 9,361 shares; 2026Q2: 10,993 shares 10,993 $1.63M 0.05% +1,632 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,149 shares; 2026Q1: 6,107 shares; 2026Q2: 5,918 shares 5,918 $1.62M 0.05% -189 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: 4,924 shares; 2024Q4: 4,916 shares; 2025Q1: 4,618 shares; 2025Q2: 4,409 shares; 2025Q3: 4,249 shares; 2025Q4: 8,655 shares; 2026Q1: 7,446 shares; 2026Q2: 8,406 shares 8,406 $1.6M 0.05% +960 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,745 shares; 2025Q1: 1,861 shares; 2025Q2: 1,761 shares; 2025Q3: 1,980 shares; 2025Q4: 7,957 shares; 2026Q1: 7,952 shares; 2026Q2: 10,632 shares 10,632 $1.52M 0.04% +2,680 Timeline IQLT ISHARES TR More: the full row for ISHARES TR 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: 28,620 shares; 2026Q1: 27,969 shares; 2026Q2: 30,390 shares 30,390 $1.51M 0.04% +2,421 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 378 shares; 2025Q1: 385 shares; 2025Q2: 398 shares; 2025Q3: 538 shares; 2025Q4: 1,884 shares; 2026Q1: 1,756 shares; 2026Q2: 1,485 shares 1,485 $1.5M 0.04% -271 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: 366 shares; 2024Q4: 453 shares; 2025Q1: 476 shares; 2025Q2: 419 shares; 2025Q3: 954 shares; 2025Q4: 18,873 shares; 2026Q1: 13,473 shares; 2026Q2: 20,759 shares 20,759 $1.48M 0.04% +7,286 Timeline FNDB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,675 shares 47,675 $1.45M 0.04% new Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,879 shares; 2026Q1: 24,455 shares; 2026Q2: 23,166 shares 23,166 $1.45M 0.04% -1,289 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,129 shares; 2026Q1: 23,905 shares; 2026Q2: 24,515 shares 24,515 $1.45M 0.04% +610 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,391 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 6,633 shares; 2026Q1: 6,945 shares; 2026Q2: 8,070 shares 8,070 $1.43M 0.04% +1,125 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,920 shares 4,920 $1.4M 0.04% new Timeline GLIX LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: not reported; 2025Q3: not reported; 2025Q4: 14,157 shares; 2026Q1: 36,135 shares; 2026Q2: 50,169 shares 50,169 $1.39M 0.04% +14,034 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548 shares; 2026Q2: 13,924 shares 13,924 $1.38M 0.04% +11,376 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP 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: 5,954 shares; 2026Q1: 5,727 shares; 2026Q2: 5,581 shares 5,581 $1.37M 0.04% -146 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,222 shares 52,222 $1.37M 0.04% new 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: 11,312 shares; 2026Q2: 13,572 shares 13,572 $1.37M 0.04% +2,260 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 6,027 shares; 2025Q1: 5,677 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,147 shares; 2026Q1: 4,247 shares; 2026Q2: 8,735 shares 8,735 $1.37M 0.04% +4,488 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 5,219 shares; 2025Q1: 5,077 shares; 2025Q2: 4,549 shares; 2025Q3: 6,240 shares; 2025Q4: 13,244 shares; 2026Q1: 12,817 shares; 2026Q2: 15,296 shares 15,296 $1.34M 0.04% +2,479 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 30,234 shares; 2026Q1: 25,852 shares; 2026Q2: 24,467 shares 24,467 $1.3M 0.04% -1,385 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,607 shares; 2025Q3: 21,633 shares; 2025Q4: 23,352 shares; 2026Q1: 16,868 shares; 2026Q2: 30,394 shares 30,394 $1.27M 0.04% +13,526 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,402 shares; 2026Q2: 1,739 shares 1,739 $1.26M 0.04% +337 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR 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: 184,474 shares; 2026Q1: 165,256 shares; 2026Q2: 57,901 shares 57,901 $1.25M 0.04% -107,355 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,473 shares; 2024Q4: 20,525 shares; 2025Q1: 20,460 shares; 2025Q2: 20,040 shares; 2025Q3: 22,183 shares; 2025Q4: 28,595 shares; 2026Q1: 26,175 shares; 2026Q2: 25,129 shares 25,129 $1.25M 0.04% -1,046 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 31,072 shares 31,072 $1.24M 0.04% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,061 shares; 2024Q4: 18,258 shares; 2025Q1: 16,689 shares; 2025Q2: 12,133 shares; 2025Q3: 12,605 shares; 2025Q4: 12,700 shares; 2026Q1: 13,309 shares; 2026Q2: 13,383 shares 13,383 $1.23M 0.04% +74 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: not reported; 2025Q2: 2,716 shares; 2025Q3: 3,368 shares; 2025Q4: 3,468 shares; 2026Q1: 3,439 shares; 2026Q2: 4,140 shares 4,140 $1.23M 0.03% +701 Timeline KLAC KLA CORP More: the full row for KLA CORP 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: 336 shares; 2025Q4: 335 shares; 2026Q1: not reported; 2026Q2: 4,069 shares 4,069 $1.23M 0.03% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 2,853 shares; 2025Q1: 2,534 shares; 2025Q2: 1,566 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 4,825 shares; 2026Q2: 5,684 shares 5,684 $1.21M 0.03% +859 Timeline SCHK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,221 shares 33,221 $1.2M 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 3,496 shares; 2025Q3: 3,456 shares; 2025Q4: 3,441 shares; 2026Q1: 4,265 shares; 2026Q2: 5,323 shares 5,323 $1.18M 0.03% +1,058 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD 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: 7,522 shares 7,522 $1.17M 0.03% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,282 shares 31,282 $1.14M 0.03% new 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: 3,126 shares; 2024Q4: 3,326 shares; 2025Q1: 3,230 shares; 2025Q2: 2,903 shares; 2025Q3: 3,158 shares; 2025Q4: 4,336 shares; 2026Q1: 3,442 shares; 2026Q2: 4,035 shares 4,035 $1.13M 0.03% +593 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,832 shares; 2024Q4: 23,131 shares; 2025Q1: 20,502 shares; 2025Q2: 19,682 shares; 2025Q3: 18,103 shares; 2025Q4: 17,577 shares; 2026Q1: 14,026 shares; 2026Q2: 16,620 shares 16,620 $1.12M 0.03% +2,594 Timeline VEGI ISHARES INC More: the full row for ISHARES 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: not reported; 2026Q2: 25,210 shares 25,210 $1.11M 0.03% new Timeline SDY 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: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 4,513 shares; 2025Q4: 7,551 shares; 2026Q1: 7,400 shares; 2026Q2: 7,189 shares 7,189 $1.09M 0.03% -211 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 10,694 shares; 2025Q4: 11,848 shares; 2026Q1: 12,748 shares; 2026Q2: 15,605 shares 15,605 $1.09M 0.03% +2,857 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,648 shares; 2024Q4: 32,152 shares; 2025Q1: 30,442 shares; 2025Q2: 28,576 shares; 2025Q3: 25,968 shares; 2025Q4: 25,107 shares; 2026Q1: 20,887 shares; 2026Q2: 21,701 shares 21,701 $1.08M 0.03% +814 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 7,801 shares; 2025Q1: 6,972 shares; 2025Q2: 5,835 shares; 2025Q3: 14,473 shares; 2025Q4: 15,237 shares; 2026Q1: 13,521 shares; 2026Q2: 13,977 shares 13,977 $1.08M 0.03% +456 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP 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: 791 shares; 2025Q4: 3,812 shares; 2026Q1: 3,367 shares; 2026Q2: 4,329 shares 4,329 $1.08M 0.03% +962 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,417 shares; 2026Q2: 21,518 shares 21,518 $1.06M 0.03% +4,101 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,395 shares; 2026Q1: 24,422 shares; 2026Q2: 24,366 shares 24,366 $1.05M 0.03% -56 Timeline VBK 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: 1,408 shares; 2024Q4: 1,552 shares; 2025Q1: 1,946 shares; 2025Q2: 1,622 shares; 2025Q3: 3,058 shares; 2025Q4: 2,832 shares; 2026Q1: 1,579 shares; 2026Q2: 2,854 shares 2,854 $1.04M 0.03% +1,275 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: 10,439 shares; 2024Q4: 10,372 shares; 2025Q1: 10,019 shares; 2025Q2: 7,755 shares; 2025Q3: 7,356 shares; 2025Q4: 7,308 shares; 2026Q1: 8,243 shares; 2026Q2: 8,351 shares 8,351 $1.04M 0.03% +108 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES 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: 2,081 shares; 2025Q4: 11,366 shares; 2026Q1: 12,423 shares; 2026Q2: 14,320 shares 14,320 $1.03M 0.03% +1,897 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,936 shares; 2025Q1: 14,932 shares; 2025Q2: 14,858 shares; 2025Q3: 14,858 shares; 2025Q4: 12,474 shares; 2026Q1: 11,952 shares; 2026Q2: 11,361 shares 11,361 $1.03M 0.03% -591 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 4,283 shares; 2026Q2: 4,237 shares 4,237 $1.02M 0.03% -46 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,056 shares; 2026Q1: 4,819 shares; 2026Q2: 4,677 shares 4,677 $1.02M 0.03% -142 Timeline ISHG ISHARES TR More: the full row for ISHARES TR 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: 13,660 shares 13,660 $1.01M 0.03% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,090 shares; 2026Q1: 23,017 shares; 2026Q2: 20,915 shares 20,915 $1.01M 0.03% -2,102 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares; 2026Q1: 2,765 shares; 2026Q2: 7,065 shares 7,065 $1.01M 0.03% +4,300 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 6,008 shares; 2025Q1: 4,705 shares; 2025Q2: 4,846 shares; 2025Q3: 6,243 shares; 2025Q4: 6,347 shares; 2026Q1: 5,993 shares; 2026Q2: 6,137 shares 6,137 $1M 0.03% +144 Timeline ICSH ISHARES TR More: the full row for ISHARES TR 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: 19,802 shares 19,802 $1M 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,949 shares 9,949 $1M 0.03% new 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: 8,321 shares; 2024Q4: 8,270 shares; 2025Q1: 8,286 shares; 2025Q2: 8,316 shares; 2025Q3: 8,298 shares; 2025Q4: 8,298 shares; 2026Q1: 8,257 shares; 2026Q2: 9,059 shares 9,059 $999K 0.03% +802 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,031 shares; 2025Q1: 1,032 shares; 2025Q2: 1,011 shares; 2025Q3: 1,329 shares; 2025Q4: 2,884 shares; 2026Q1: 2,150 shares; 2026Q2: 2,938 shares 2,938 $994K 0.03% +788 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 18,690 shares; 2026Q1: 21,627 shares; 2026Q2: 21,648 shares 21,648 $992K 0.03% +21 Timeline AVUS 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: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 6,755 shares; 2026Q2: 7,617 shares 7,617 $976K 0.03% +862 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,545 shares; 2025Q1: 3,545 shares; 2025Q2: 3,495 shares; 2025Q3: 3,629 shares; 2025Q4: 3,782 shares; 2026Q1: 959 shares; 2026Q2: 4,039 shares 4,039 $965K 0.03% +3,080 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,704 shares; 2025Q4: 6,041 shares; 2026Q1: 5,819 shares; 2026Q2: 8,173 shares 8,173 $962K 0.03% +2,354 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 31,259 shares; 2026Q1: 31,148 shares; 2026Q2: 5,795 shares 5,795 $958K 0.03% -25,353 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,111 shares; 2024Q4: 13,554 shares; 2025Q1: 13,755 shares; 2025Q2: 11,684 shares; 2025Q3: 15,778 shares; 2025Q4: 18,765 shares; 2026Q1: 9,739 shares; 2026Q2: 19,050 shares 19,050 $957K 0.03% +9,311 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 39,189 shares; 2026Q1: 40,057 shares; 2026Q2: 29,754 shares 29,754 $951K 0.03% -10,303 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 4,310 shares; 2026Q1: 4,992 shares; 2026Q2: 7,471 shares 7,471 $941K 0.03% +2,479 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,351 shares; 2026Q1: not reported; 2026Q2: 31,084 shares 31,084 $924K 0.03% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 14,704 shares; 2026Q1: 13,715 shares; 2026Q2: 11,313 shares 11,313 $914K 0.03% -2,402 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,450 shares; 2025Q1: 5,566 shares; 2025Q2: 3,570 shares; 2025Q3: 12,021 shares; 2025Q4: 12,050 shares; 2026Q1: 10,026 shares; 2026Q2: 11,054 shares 11,054 $914K 0.03% +1,028 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 23,763 shares; 2026Q1: 23,348 shares; 2026Q2: 22,310 shares 22,310 $913K 0.03% -1,038 Timeline ARK 21SHARES BITCOIN ETF ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF 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: 46,825 shares 46,825 $911K 0.03% new NOBL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,506 shares; 2026Q1: 8,474 shares; 2026Q2: 16,222 shares 16,222 $911K 0.03% +7,748 Timeline SPSM 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: 19,897 shares; 2024Q4: 22,108 shares; 2025Q1: 19,250 shares; 2025Q2: 13,704 shares; 2025Q3: 13,561 shares; 2025Q4: 13,188 shares; 2026Q1: 14,107 shares; 2026Q2: 15,663 shares 15,663 $903K 0.03% +1,556 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 1,105 shares; 2025Q1: 1,098 shares; 2025Q2: 994 shares; 2025Q3: 1,501 shares; 2025Q4: 1,528 shares; 2026Q1: 1,106 shares; 2026Q2: 1,698 shares 1,698 $872K 0.02% +592 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: 2,788 shares; 2024Q4: 3,730 shares; 2025Q1: 3,762 shares; 2025Q2: 2,789 shares; 2025Q3: 2,797 shares; 2025Q4: 6,924 shares; 2026Q1: 6,500 shares; 2026Q2: 6,858 shares 6,858 $868K 0.02% +358 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 6,669 shares; 2026Q1: 6,695 shares; 2026Q2: 5,926 shares 5,926 $865K 0.02% -769 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: 1,166 shares; 2024Q4: 1,818 shares; 2025Q1: 1,798 shares; 2025Q2: 1,547 shares; 2025Q3: 1,932 shares; 2025Q4: 2,885 shares; 2026Q1: 2,307 shares; 2026Q2: 3,190 shares 3,190 $862K 0.02% +883 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,742 shares; 2026Q1: 16,233 shares; 2026Q2: 15,146 shares 15,146 $855K 0.02% -1,087 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,532 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,599 shares; 2025Q3: 4,620 shares; 2025Q4: 4,624 shares; 2026Q1: not reported; 2026Q2: 3,826 shares 3,826 $852K 0.02% 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; 2024Q3: 5,044 shares; 2024Q4: 5,506 shares; 2025Q1: 5,243 shares; 2025Q2: 4,166 shares; 2025Q3: 4,574 shares; 2025Q4: 5,146 shares; 2026Q1: 5,129 shares; 2026Q2: 6,615 shares 6,615 $850K 0.02% +1,486 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: not reported; 2025Q1: 7,147 shares; 2025Q2: 7,188 shares; 2025Q3: 8,491 shares; 2025Q4: 27,207 shares; 2026Q1: 30,599 shares; 2026Q2: 25,429 shares 25,429 $847K 0.02% -5,170 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES 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: not reported; 2026Q2: 6,277 shares 6,277 $834K 0.02% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 14,691 shares 14,691 $826K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR 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: 5,622 shares 5,622 $823K 0.02% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR 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: 34,139 shares; 2026Q2: 37,217 shares 37,217 $822K 0.02% +3,078 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,719 shares 25,719 $804K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,905 shares; 2025Q1: 23,722 shares; 2025Q2: 34,329 shares; 2025Q3: 33,268 shares; 2025Q4: 29,108 shares; 2026Q1: 27,173 shares; 2026Q2: 42,069 shares 42,069 $804K 0.02% +14,896 Timeline VNQ 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: 7,962 shares; 2024Q4: 7,919 shares; 2025Q1: 8,693 shares; 2025Q2: 8,176 shares; 2025Q3: 7,980 shares; 2025Q4: 7,951 shares; 2026Q1: 7,292 shares; 2026Q2: 8,309 shares 8,309 $801K 0.02% +1,017 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,330 shares; 2025Q1: 1,272 shares; 2025Q2: 1,146 shares; 2025Q3: 1,454 shares; 2025Q4: 2,471 shares; 2026Q1: 1,298 shares; 2026Q2: 2,672 shares 2,672 $796K 0.02% +1,374 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: not reported; 2024Q4: 4,028 shares; 2025Q1: 4,392 shares; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,291 shares; 2026Q1: 7,811 shares; 2026Q2: 10,916 shares 10,916 $785K 0.02% +3,105 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,401 shares; 2026Q1: 4,820 shares; 2026Q2: 5,683 shares 5,683 $778K 0.02% +863 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,566 shares 5,566 $777K 0.02% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR 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: 7,492 shares 7,492 $777K 0.02% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,593 shares 27,593 $769K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 4,251 shares; 2025Q4: 4,292 shares; 2026Q1: 4,467 shares; 2026Q2: 4,691 shares 4,691 $764K 0.02% +224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 1,183 shares 1,183 $758K 0.02% +549 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,100 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 2,285 shares; 2026Q1: 2,502 shares; 2026Q2: 2,605 shares 2,605 $757K 0.02% +103 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $749K 0.02% new 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: 2,586 shares; 2024Q4: 2,898 shares; 2025Q1: 2,908 shares; 2025Q2: 2,323 shares; 2025Q3: 2,317 shares; 2025Q4: 2,269 shares; 2026Q1: 1,976 shares; 2026Q2: 9,144 shares 9,144 $737K 0.02% +7,168 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 286 shares; 2025Q2: 335 shares; 2025Q3: 419 shares; 2025Q4: 1,325 shares; 2026Q1: 1,265 shares; 2026Q2: 765 shares 765 $736K 0.02% -500 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,601 shares; 2024Q4: 3,659 shares; 2025Q1: 3,508 shares; 2025Q2: 3,871 shares; 2025Q3: 4,340 shares; 2025Q4: 7,694 shares; 2026Q1: 5,786 shares; 2026Q2: 5,411 shares 5,411 $733K 0.02% -375 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: 16,262 shares; 2024Q4: 19,733 shares; 2025Q1: 20,591 shares; 2025Q2: 17,487 shares; 2025Q3: 21,517 shares; 2025Q4: 33,872 shares; 2026Q1: 30,091 shares; 2026Q2: 35,334 shares 35,334 $731K 0.02% +5,243 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: 610 shares; 2024Q4: 844 shares; 2025Q1: 832 shares; 2025Q2: 863 shares; 2025Q3: 907 shares; 2025Q4: 3,065 shares; 2026Q1: 1,561 shares; 2026Q2: 1,747 shares 1,747 $726K 0.02% +186 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: not reported; 2026Q2: 3,227 shares 3,227 $723K 0.02% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,828 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 3,828 shares; 2026Q2: 3,891 shares 3,891 $720K 0.02% +63 Timeline IWS ISHARES TR More: the full row for ISHARES TR 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: 4,376 shares 4,376 $720K 0.02% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: not reported; 2025Q4: 3,871 shares; 2026Q1: 3,521 shares; 2026Q2: 3,478 shares 3,478 $720K 0.02% -43 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,209 shares; 2024Q4: 2,209 shares; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 6,903 shares; 2026Q2: 6,903 shares 6,903 $718K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 624 shares; 2026Q2: 731 shares 731 $715K 0.02% +107 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: not reported; 2026Q2: 3,227 shares 3,227 $713K 0.02% 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: 405 shares; 2024Q4: 547 shares; 2025Q1: 502 shares; 2025Q2: 518 shares; 2025Q3: 582 shares; 2025Q4: 1,309 shares; 2026Q1: 1,137 shares; 2026Q2: 1,399 shares 1,399 $713K 0.02% +262 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: 2,993 shares; 2024Q4: 2,993 shares; 2025Q1: 3,069 shares; 2025Q2: 3,043 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,235 shares 7,235 $710K 0.02% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR 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: 6,040 shares 6,040 $707K 0.02% 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: not reported; 2024Q4: 620 shares; 2025Q1: 622 shares; 2025Q2: 438 shares; 2025Q3: 546 shares; 2025Q4: 530 shares; 2026Q1: 628 shares; 2026Q2: 1,107 shares 1,107 $702K 0.02% +479 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,142 shares; 2026Q1: 16,017 shares; 2026Q2: 14,326 shares 14,326 $699K 0.02% -1,691 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: 1,220 shares; 2024Q4: 1,270 shares; 2025Q1: 1,275 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,310 shares; 2026Q2: 1,325 shares 1,325 $692K 0.02% +15 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,809 shares 7,809 $691K 0.02% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,236 shares; 2026Q1: 19,542 shares; 2026Q2: 19,096 shares 19,096 $687K 0.02% -446 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,613 shares; 2024Q4: 2,611 shares; 2025Q1: 2,152 shares; 2025Q2: 2,128 shares; 2025Q3: 2,648 shares; 2025Q4: 6,356 shares; 2026Q1: 5,681 shares; 2026Q2: 4,363 shares 4,363 $684K 0.02% -1,318 Timeline SPIB 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: 24,243 shares; 2024Q4: 31,207 shares; 2025Q1: 28,985 shares; 2025Q2: 27,350 shares; 2025Q3: 22,779 shares; 2025Q4: 22,684 shares; 2026Q1: 21,641 shares; 2026Q2: 20,307 shares 20,307 $679K 0.02% -1,334 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,704 shares; 2025Q3: 1,751 shares; 2025Q4: 1,762 shares; 2026Q1: 2,087 shares; 2026Q2: 2,145 shares 2,145 $675K 0.02% +58 Timeline NEOV NEOVOLTA INC More: the full row for NEOVOLTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,214 shares; 2024Q4: 219,106 shares; 2025Q1: 226,225 shares; 2025Q2: 226,225 shares; 2025Q3: 226,225 shares; 2025Q4: 226,225 shares; 2026Q1: 214,159 shares; 2026Q2: 214,159 shares 214,159 $675K 0.02% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,870 shares; 2024Q4: 7,432 shares; 2025Q1: 7,446 shares; 2025Q2: 6,886 shares; 2025Q3: 6,860 shares; 2025Q4: 6,861 shares; 2026Q1: 8,126 shares; 2026Q2: 7,817 shares 7,817 $670K 0.02% -309 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,612 shares; 2026Q1: 8,374 shares; 2026Q2: 2,673 shares 2,673 $663K 0.02% -5,701 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 1,214 shares; 2026Q2: 1,258 shares 1,258 $662K 0.02% +44 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,202 shares 28,202 $660K 0.02% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR 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: 59,102 shares; 2026Q1: 36,363 shares; 2026Q2: 33,580 shares 33,580 $656K 0.02% -2,783 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,204 shares; 2025Q1: 3,258 shares; 2025Q2: 2,891 shares; 2025Q3: 2,893 shares; 2025Q4: 2,490 shares; 2026Q1: 2,214 shares; 2026Q2: 2,282 shares 2,282 $652K 0.02% +68 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 915 shares; 2026Q1: 765 shares; 2026Q2: 805 shares 805 $643K 0.02% +40 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,391 shares; 2024Q4: 4,746 shares; 2025Q1: 4,692 shares; 2025Q2: 4,187 shares; 2025Q3: 4,108 shares; 2025Q4: 4,109 shares; 2026Q1: 4,732 shares; 2026Q2: 5,829 shares 5,829 $642K 0.02% +1,097 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 3,589 shares; 2025Q3: 4,531 shares; 2025Q4: 4,506 shares; 2026Q1: 3,669 shares; 2026Q2: 4,577 shares 4,577 $641K 0.02% +908 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,146 shares; 2024Q4: 39,526 shares; 2025Q1: 34,892 shares; 2025Q2: 27,485 shares; 2025Q3: 25,378 shares; 2025Q4: 24,065 shares; 2026Q1: 23,577 shares; 2026Q2: 24,812 shares 24,812 $637K 0.02% +1,235 Timeline URA 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: 14,377 shares 14,377 $628K 0.02% new Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY 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: 19,860 shares; 2026Q1: 18,910 shares; 2026Q2: 17,984 shares 17,984 $626K 0.02% -926 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,801 shares; 2026Q1: 12,723 shares; 2026Q2: 12,748 shares 12,748 $625K 0.02% +25 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: 10,673 shares; 2024Q4: 11,853 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 8,199 shares; 2025Q4: 14,733 shares; 2026Q1: 19,950 shares; 2026Q2: 25,514 shares 25,514 $614K 0.02% +5,564 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: 4,607 shares; 2024Q4: 4,563 shares; 2025Q1: 4,463 shares; 2025Q2: 4,435 shares; 2025Q3: not reported; 2025Q4: 4,490 shares; 2026Q1: not reported; 2026Q2: 4,782 shares 4,782 $595K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 374 shares; 2026Q2: 743 shares 743 $591K 0.02% +369 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP 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: 1,799 shares; 2026Q1: 1,807 shares; 2026Q2: 1,884 shares 1,884 $590K 0.02% +77 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,532 shares; 2026Q1: 5,860 shares; 2026Q2: 5,971 shares 5,971 $589K 0.02% +111 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES 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: not reported; 2026Q1: not reported; 2026Q2: 9,063 shares 9,063 $580K 0.02% new 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: 1,416 shares; 2024Q4: 1,455 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,868 shares; 2025Q4: 1,847 shares; 2026Q1: 1,017 shares; 2026Q2: 2,263 shares 2,263 $579K 0.02% +1,246 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,643 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $578K 0.02% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 754 shares; 2025Q3: 1,749 shares; 2025Q4: 1,868 shares; 2026Q1: 1,550 shares; 2026Q2: 1,555 shares 1,555 $573K 0.02% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,279 shares; 2025Q4: 2,929 shares; 2026Q1: 3,425 shares; 2026Q2: 4,520 shares 4,520 $571K 0.02% +1,095 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,417 shares; 2026Q1: 13,167 shares; 2026Q2: 12,493 shares 12,493 $570K 0.02% -674 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,947 shares; 2025Q1: 3,947 shares; 2025Q2: 3,628 shares; 2025Q3: 3,802 shares; 2025Q4: 3,498 shares; 2026Q1: 4,683 shares; 2026Q2: 5,409 shares 5,409 $562K 0.02% +726 Timeline AVLV 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: 4,905 shares; 2024Q4: 7,496 shares; 2025Q1: 7,496 shares; 2025Q2: 4,907 shares; 2025Q3: 5,254 shares; 2025Q4: 4,846 shares; 2026Q1: 4,887 shares; 2026Q2: 6,148 shares 6,148 $561K 0.02% +1,261 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,035 shares; 2024Q4: 15,050 shares; 2025Q1: 15,044 shares; 2025Q2: 15,059 shares; 2025Q3: 15,163 shares; 2025Q4: 15,363 shares; 2026Q1: 16,278 shares; 2026Q2: 16,119 shares 16,119 $559K 0.02% -159 Timeline GLW CORNING INC More: the full row for CORNING 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: not reported; 2026Q2: 2,181 shares 2,181 $557K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: not reported; 2026Q2: 5,591 shares 5,591 $555K 0.02% new 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: 14,567 shares; 2024Q4: 16,899 shares; 2025Q1: 15,475 shares; 2025Q2: 15,052 shares; 2025Q3: 15,817 shares; 2025Q4: 18,515 shares; 2026Q1: 14,704 shares; 2026Q2: 18,344 shares 18,344 $554K 0.02% +3,640 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,517 shares; 2026Q2: 1,639 shares 1,639 $549K 0.02% +122 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,751 shares; 2024Q4: 7,837 shares; 2025Q1: 7,686 shares; 2025Q2: 4,945 shares; 2025Q3: 4,761 shares; 2025Q4: 4,736 shares; 2026Q1: 7,167 shares; 2026Q2: 7,157 shares 7,157 $543K 0.02% -10 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 2,894 shares; 2026Q1: 3,312 shares; 2026Q2: 4,618 shares 4,618 $542K 0.02% +1,306 Timeline CSHI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,861 shares 10,861 $541K 0.02% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 14,228 shares; 2026Q1: 13,894 shares; 2026Q2: 13,842 shares 13,842 $535K 0.02% -52 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 1,892 shares; 2026Q2: 1,921 shares 1,921 $529K 0.02% +29 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 4,223 shares; 2026Q1: 4,277 shares; 2026Q2: 4,632 shares 4,632 $529K 0.02% +355 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 538 shares; 2026Q1: 757 shares; 2026Q2: 751 shares 751 $528K 0.01% -6 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 3,822 shares; 2026Q1: 3,404 shares; 2026Q2: 3,076 shares 3,076 $524K 0.01% -328 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,294 shares; 2026Q2: 6,020 shares 6,020 $523K 0.01% +3,726 Timeline IWO ISHARES TR More: the full row for ISHARES TR 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: 1,326 shares 1,326 $522K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,123 shares; 2025Q2: 834 shares; 2025Q3: 841 shares; 2025Q4: 1,628 shares; 2026Q1: 1,442 shares; 2026Q2: 1,520 shares 1,520 $518K 0.01% +78 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,745 shares; 2026Q2: 2,078 shares 2,078 $504K 0.01% +333 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP 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: 493 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $502K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION 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: 914 shares; 2025Q4: 2,276 shares; 2026Q1: 2,021 shares; 2026Q2: 1,594 shares 1,594 $502K 0.01% -427 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 841 shares; 2025Q1: 842 shares; 2025Q2: 824 shares; 2025Q3: 734 shares; 2025Q4: 721 shares; 2026Q1: 506 shares; 2026Q2: 687 shares 687 $495K 0.01% +181 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP 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: 1,470 shares; 2025Q4: 1,432 shares; 2026Q1: 1,324 shares; 2026Q2: 1,879 shares 1,879 $489K 0.01% +555 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,300 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares; 2026Q2: 21,800 shares 21,800 $484K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,314 shares; 2025Q3: 3,568 shares; 2025Q4: 3,573 shares; 2026Q1: 3,704 shares; 2026Q2: 3,866 shares 3,866 $482K 0.01% +162 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,963 shares; 2026Q1: 5,926 shares; 2026Q2: 5,931 shares 5,931 $481K 0.01% +5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,117 shares; 2026Q1: 3,181 shares; 2026Q2: 4,290 shares 4,290 $475K 0.01% +1,109 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares; 2026Q2: 1,552 shares 1,552 $470K 0.01% -213 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,530 shares; 2025Q4: 27,095 shares; 2026Q1: 15,273 shares; 2026Q2: 10,299 shares 10,299 $468K 0.01% -4,974 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,135 shares; 2026Q2: 11,352 shares 11,352 $468K 0.01% +1,217 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,392 shares; 2025Q1: 3,281 shares; 2025Q2: 3,274 shares; 2025Q3: 3,884 shares; 2025Q4: 3,259 shares; 2026Q1: 2,653 shares; 2026Q2: 3,021 shares 3,021 $464K 0.01% +368 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,937 shares; 2026Q1: 28,312 shares; 2026Q2: 3,980 shares 3,980 $462K 0.01% -24,332 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 2,214 shares; 2025Q4: 2,180 shares; 2026Q1: 2,014 shares; 2026Q2: 2,929 shares 2,929 $459K 0.01% +915 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 7,745 shares; 2026Q1: 7,569 shares; 2026Q2: 7,625 shares 7,625 $458K 0.01% +56 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,084 shares; 2025Q1: 23,935 shares; 2025Q2: 23,141 shares; 2025Q3: 23,197 shares; 2025Q4: 23,214 shares; 2026Q1: 19,610 shares; 2026Q2: 19,683 shares 19,683 $455K 0.01% +73 Timeline IBMO ISHARES TR More: the full row for ISHARES TR 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: 17,615 shares 17,615 $452K 0.01% new 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: 6,429 shares; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares; 2025Q4: 7,054 shares; 2026Q1: 7,054 shares; 2026Q2: 7,110 shares 7,110 $448K 0.01% +56 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: 2,494 shares; 2024Q4: 2,515 shares; 2025Q1: 2,592 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,515 shares; 2026Q1: 1,557 shares; 2026Q2: 1,484 shares 1,484 $444K 0.01% -73 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,296 shares 1,296 $439K 0.01% new Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,756 shares; 2025Q1: 4,756 shares; 2025Q2: 4,797 shares; 2025Q3: 4,809 shares; 2025Q4: 5,548 shares; 2026Q1: 3,605 shares; 2026Q2: 3,738 shares 3,738 $438K 0.01% +133 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares; 2026Q1: 5,604 shares; 2026Q2: 4,769 shares 4,769 $435K 0.01% -835 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 1,215 shares; 2026Q1: 1,307 shares; 2026Q2: 874 shares 874 $434K 0.01% -433 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 4,102 shares; 2026Q2: 4,665 shares 4,665 $430K 0.01% +563 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: 1,210 shares; 2024Q4: 942 shares; 2025Q1: 935 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,027 shares; 2026Q1: 1,498 shares; 2026Q2: 1,918 shares 1,918 $423K 0.01% +420 Timeline FELC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,874 shares; 2026Q1: 10,003 shares; 2026Q2: 10,006 shares 10,006 $419K 0.01% +3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,853 shares; 2025Q1: 1,863 shares; 2025Q2: 1,754 shares; 2025Q3: 2,447 shares; 2025Q4: 2,369 shares; 2026Q1: 1,859 shares; 2026Q2: 2,748 shares 2,748 $416K 0.01% +889 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 5,463 shares 5,463 $413K 0.01% new Timeline VOE 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: 1,840 shares; 2024Q4: 1,893 shares; 2025Q1: 2,459 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,843 shares; 2026Q2: 2,092 shares 2,092 $413K 0.01% +249 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,203 shares; 2026Q1: 9,158 shares; 2026Q2: 8,902 shares 8,902 $413K 0.01% -256 Timeline THRV THRIVE SERIES TRUST More: the full row for THRIVE SERIES 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: 8,250 shares; 2026Q1: 8,250 shares; 2026Q2: 17,007 shares 17,007 $412K 0.01% +8,757 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,974 shares; 2026Q1: 5,898 shares; 2026Q2: 5,298 shares 5,298 $411K 0.01% -600 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,408 shares; 2025Q1: 3,545 shares; 2025Q2: 1,944 shares; 2025Q3: 2,861 shares; 2025Q4: 3,023 shares; 2026Q1: 3,056 shares; 2026Q2: 4,202 shares 4,202 $404K 0.01% +1,146 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,858 shares; 2026Q1: 8,779 shares; 2026Q2: 8,779 shares 8,779 $404K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: not reported; 2026Q2: 2,369 shares 2,369 $402K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares; 2025Q4: 2,132 shares; 2026Q1: 2,113 shares; 2026Q2: 2,135 shares 2,135 $399K 0.01% +22 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,181 shares; 2025Q3: 3,997 shares; 2025Q4: 3,993 shares; 2026Q1: 4,194 shares; 2026Q2: 4,165 shares 4,165 $398K 0.01% -29 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: 6,015 shares; 2024Q4: 7,258 shares; 2025Q1: 7,482 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: not reported; 2026Q1: 5,869 shares; 2026Q2: 7,304 shares 7,304 $392K 0.01% +1,435 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: 3,443 shares; 2025Q4: 5,148 shares; 2026Q1: 6,859 shares; 2026Q2: 6,671 shares 6,671 $386K 0.01% -188 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,896 shares; 2026Q1: 9,046 shares; 2026Q2: 9,046 shares 9,046 $382K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,642 shares; 2025Q4: 13,461 shares; 2026Q1: 9,691 shares; 2026Q2: 9,002 shares 9,002 $381K 0.01% -689 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS 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: 1,664 shares; 2026Q1: 2,039 shares; 2026Q2: 1,395 shares 1,395 $377K 0.01% -644 Timeline AVNM 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: 3,735 shares; 2025Q1: 6,015 shares; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 3,942 shares; 2026Q1: not reported; 2026Q2: 4,491 shares 4,491 $370K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,508 shares; 2026Q2: 6,965 shares 6,965 $370K 0.01% +457 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,108 shares; 2026Q1: 26,683 shares; 2026Q2: 17,405 shares 17,405 $370K 0.01% -9,278 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,351 shares; 2026Q2: 2,501 shares 2,501 $369K 0.01% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $366K 0.01% new 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: 1,570 shares; 2024Q4: 1,809 shares; 2025Q1: 1,847 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,953 shares; 2026Q2: 1,973 shares 1,973 $365K 0.01% +20 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,466 shares; 2025Q4: 1,450 shares; 2026Q1: 1,235 shares; 2026Q2: 1,738 shares 1,738 $363K 0.01% +503 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 6,018 shares; 2026Q2: 6,862 shares 6,862 $361K 0.01% +844 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: not reported; 2026Q2: 10,355 shares 10,355 $360K 0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,106 shares 2,106 $360K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,326 shares; 2026Q2: 1,612 shares 1,612 $359K 0.01% +286 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,932 shares; 2024Q4: 26,200 shares; 2025Q1: 25,433 shares; 2025Q2: 26,829 shares; 2025Q3: 14,012 shares; 2025Q4: 14,012 shares; 2026Q1: not reported; 2026Q2: 19,265 shares 19,265 $357K 0.01% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 300,817 shares; 2026Q1: 297,561 shares; 2026Q2: 9,807 shares 9,807 $357K 0.01% -287,754 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: not reported; 2025Q1: 1,707 shares; 2025Q2: not reported; 2025Q3: 2,233 shares; 2025Q4: 1,932 shares; 2026Q1: not reported; 2026Q2: 2,099 shares 2,099 $355K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,168 shares; 2025Q1: 1,093 shares; 2025Q2: 1,046 shares; 2025Q3: 1,144 shares; 2025Q4: 864 shares; 2026Q1: 856 shares; 2026Q2: 954 shares 954 $349K 0.01% +98 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD 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: 3,591 shares 3,591 $349K 0.01% new Timeline AVNV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,214 shares 4,214 $348K 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: not reported; 2026Q2: 4,331 shares 4,331 $348K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD 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: 7,657 shares 7,657 $345K 0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,801 shares; 2026Q2: 2,932 shares 2,932 $344K 0.01% +131 Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,314 shares; 2024Q4: 8,398 shares; 2025Q1: 8,421 shares; 2025Q2: 8,535 shares; 2025Q3: 8,551 shares; 2025Q4: 8,596 shares; 2026Q1: 8,626 shares; 2026Q2: 8,747 shares 8,747 $340K 0.01% +121 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 844 shares; 2025Q4: 834 shares; 2026Q1: 844 shares; 2026Q2: 835 shares 835 $336K 0.01% -9 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,191 shares; 2025Q4: 1,143 shares; 2026Q1: 1,176 shares; 2026Q2: 1,248 shares 1,248 $336K 0.01% +72 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,667 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,678 shares; 2025Q4: 2,071 shares; 2026Q1: 2,576 shares; 2026Q2: 2,841 shares 2,841 $335K 0.01% +265 Timeline CSX CSX CORP More: the full row for CSX CORP 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: 5,364 shares; 2026Q2: 7,032 shares 7,032 $334K 0.01% +1,668 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 4,947 shares; 2026Q2: 6,156 shares 6,156 $334K 0.01% +1,209 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares; 2026Q2: 2,102 shares 2,102 $333K 0.01% +520 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR 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: 3,794 shares 3,794 $330K 0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,162 shares; 2024Q4: 2,711 shares; 2025Q1: 2,760 shares; 2025Q2: 2,241 shares; 2025Q3: 2,641 shares; 2025Q4: 2,381 shares; 2026Q1: not reported; 2026Q2: 3,228 shares 3,228 $330K 0.01% new Timeline FNDA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,613 shares 8,613 $328K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 522 shares 522 $325K 0.01% new Timeline FIDU 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: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,216 shares; 2025Q2: 3,225 shares; 2025Q3: 3,236 shares; 2025Q4: 3,241 shares; 2026Q1: 3,251 shares; 2026Q2: 3,258 shares 3,258 $325K 0.01% +7 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,211 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 1,633 shares; 2026Q2: 1,572 shares 1,572 $322K 0.01% -61 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 2,584 shares; 2026Q1: 2,660 shares; 2026Q2: 4,065 shares 4,065 $321K 0.01% +1,405 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares; 2026Q2: 2,250 shares 2,250 $319K 0.01% +110 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,663 shares; 2026Q2: 9,303 shares 9,303 $317K 0.01% +2,640 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: not reported; 2026Q2: 1,717 shares 1,717 $317K 0.01% new Timeline IBTL ISHARES TR More: the full row for ISHARES TR 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: 12,033 shares; 2026Q1: 16,105 shares; 2026Q2: 15,605 shares 15,605 $315K 0.01% -500 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 254 shares; 2025Q4: 254 shares; 2026Q1: not reported; 2026Q2: 278 shares 278 $315K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,393 shares 2,393 $315K 0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP 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: not reported; 2026Q2: 1,424 shares 1,424 $314K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 725 shares; 2026Q2: 789 shares 789 $314K 0.01% +64 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,777 shares 10,777 $312K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY 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: 8,392 shares; 2026Q1: 8,948 shares; 2026Q2: 4,545 shares 4,545 $310K 0.01% -4,403 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP 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: 872 shares; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $309K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP 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: 1,881 shares; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $309K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,516 shares; 2025Q1: 2,487 shares; 2025Q2: 2,442 shares; 2025Q3: 2,578 shares; 2025Q4: 2,585 shares; 2026Q1: 2,499 shares; 2026Q2: 2,526 shares 2,526 $309K 0.01% +27 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,914 shares; 2026Q2: 5,539 shares 5,539 $309K 0.01% +625 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,896 shares; 2026Q2: 614 shares 614 $308K 0.01% -1,282 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL 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: not reported; 2026Q2: 4,030 shares 4,030 $308K 0.01% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,752 shares; 2026Q1: 6,701 shares; 2026Q2: 6,701 shares 6,701 $306K 0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $305K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,256 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,332 shares; 2025Q3: 2,573 shares; 2025Q4: 2,546 shares; 2026Q1: 2,352 shares; 2026Q2: 2,566 shares 2,566 $303K 0.01% +214 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 4,345 shares; 2025Q1: 3,930 shares; 2025Q2: 3,952 shares; 2025Q3: 4,310 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,130 shares 4,130 $303K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 2,871 shares; 2025Q1: 2,093 shares; 2025Q2: 1,987 shares; 2025Q3: 3,076 shares; 2025Q4: 3,059 shares; 2026Q1: 2,972 shares; 2026Q2: 3,333 shares 3,333 $302K 0.01% +361 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,514 shares; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,399 shares; 2026Q1: 7,721 shares; 2026Q2: 7,382 shares 7,382 $300K 0.01% -339 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $300K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares; 2026Q1: 4,600 shares; 2026Q2: 5,180 shares 5,180 $298K 0.01% +580 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares; 2026Q2: 3,841 shares 3,841 $298K 0.01% +941 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 785 shares; 2025Q1: 757 shares; 2025Q2: 752 shares; 2025Q3: 701 shares; 2025Q4: 686 shares; 2026Q1: not reported; 2026Q2: 716 shares 716 $297K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,663 shares; 2026Q2: 1,357 shares 1,357 $294K 0.01% -306 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 449 shares; 2026Q2: 494 shares 494 $285K 0.01% +45 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 15,027 shares; 2025Q1: 15,213 shares; 2025Q2: 14,681 shares; 2025Q3: 9,029 shares; 2025Q4: 9,053 shares; 2026Q1: 7,992 shares; 2026Q2: 7,680 shares 7,680 $283K 0.01% -312 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 718 shares; 2026Q2: 799 shares 799 $283K 0.01% +81 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO 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: 8,317 shares 8,317 $282K 0.01% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,457 shares 5,457 $282K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,692 shares; 2024Q4: 15,692 shares; 2025Q1: 15,692 shares; 2025Q2: 15,692 shares; 2025Q3: 15,692 shares; 2025Q4: not reported; 2026Q1: 27,902 shares; 2026Q2: 29,465 shares 29,465 $279K 0.01% +1,563 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,589 shares 2,589 $277K 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 15,506 shares; 2026Q1: 15,506 shares; 2026Q2: 15,506 shares 15,506 $277K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,580 shares; 2026Q2: 1,889 shares 1,889 $276K 0.01% +309 Timeline DOV DOVER CORP More: the full row for DOVER CORP 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: 2,753 shares; 2026Q1: 3,037 shares; 2026Q2: 1,202 shares 1,202 $270K 0.01% -1,835 Timeline AOA ISHARES TR More: the full row for ISHARES TR 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: 2,501 shares; 2026Q1: 2,976 shares; 2026Q2: 2,762 shares 2,762 $270K 0.01% -214 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,268 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,775 shares; 2026Q2: 3,818 shares 3,818 $269K 0.01% +43 Timeline EXC EXELON CORP More: the full row for EXELON CORP 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: 5,370 shares; 2026Q2: 5,637 shares 5,637 $263K 0.01% +267 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,101 shares 6,101 $261K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 8,298 shares; 2026Q2: 9,733 shares 9,733 $259K 0.01% +1,435 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,702 shares 2,702 $257K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,940 shares; 2026Q1: 6,034 shares; 2026Q2: 6,094 shares 6,094 $254K 0.01% +60 Timeline FNCL 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: 3,274 shares; 2025Q1: 3,100 shares; 2025Q2: 3,112 shares; 2025Q3: 3,123 shares; 2025Q4: 3,134 shares; 2026Q1: 3,295 shares; 2026Q2: 3,307 shares 3,307 $253K 0.01% +12 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,597 shares 1,597 $253K 0.01% new Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,550 shares; 2024Q4: 107,775 shares; 2025Q1: 107,775 shares; 2025Q2: 107,375 shares; 2025Q3: 105,775 shares; 2025Q4: 105,775 shares; 2026Q1: 98,975 shares; 2026Q2: 88,975 shares 88,975 $252K 0.01% -10,000 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 259 shares 259 $250K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR 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: 2,279 shares 2,279 $249K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 1,199 shares; 2025Q4: 1,127 shares; 2026Q1: 1,233 shares; 2026Q2: 1,489 shares 1,489 $248K 0.01% +256 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $248K 0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 18,416 shares; 2026Q1: 19,929 shares; 2026Q2: 19,009 shares 19,009 $247K 0.01% -920 Timeline JEMA 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: 3,868 shares; 2026Q2: 3,868 shares 3,868 $247K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $246K 0.01% new Timeline