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: 150,519 shares; 2024Q4: 144,054 shares; 2025Q1: 144,194 shares; 2025Q2: 148,215 shares; 2025Q3: 146,754 shares; 2025Q4: 144,374 shares; 2026Q1: 147,776 shares; 2026Q2: 154,547 shares 154,547 $106M 18.25% +6,771 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: 650,866 shares; 2024Q4: 659,477 shares; 2025Q1: 664,992 shares; 2025Q2: 648,141 shares; 2025Q3: 694,733 shares; 2025Q4: 730,593 shares; 2026Q1: 730,638 shares; 2026Q2: 805,700 shares 805,700 $59.1M 10.17% +75,062 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: 570,206 shares; 2024Q4: 609,830 shares; 2025Q1: 609,512 shares; 2025Q2: 577,888 shares; 2025Q3: 572,312 shares; 2025Q4: 548,815 shares; 2026Q1: 524,375 shares; 2026Q2: 556,878 shares 556,878 $39.7M 6.82% +32,503 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: 287,822 shares; 2024Q4: 266,786 shares; 2025Q1: 266,940 shares; 2025Q2: 300,467 shares; 2025Q3: 295,186 shares; 2025Q4: 308,465 shares; 2026Q1: 303,170 shares; 2026Q2: 311,487 shares 311,487 $24M 4.13% +8,317 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: 249,866 shares; 2024Q4: 251,865 shares; 2025Q1: 251,847 shares; 2025Q2: 248,675 shares; 2025Q3: 266,346 shares; 2025Q4: 289,978 shares; 2026Q1: 291,918 shares; 2026Q2: 318,189 shares 318,189 $15.4M 2.65% +26,271 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: 37,671 shares; 2024Q4: 37,363 shares; 2025Q1: 37,364 shares; 2025Q2: 39,128 shares; 2025Q3: 37,059 shares; 2025Q4: 36,297 shares; 2026Q1: 36,298 shares; 2026Q2: 35,820 shares 35,820 $13.3M 2.28% -478 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,152 shares; 2024Q4: 177,466 shares; 2025Q1: 184,019 shares; 2025Q2: 181,623 shares; 2025Q3: 206,939 shares; 2025Q4: 208,509 shares; 2026Q1: 206,159 shares; 2026Q2: 204,827 shares 204,827 $12.6M 2.16% -1,332 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: 112,702 shares; 2024Q4: 114,559 shares; 2025Q1: 114,519 shares; 2025Q2: 115,357 shares; 2025Q3: 118,406 shares; 2025Q4: 122,600 shares; 2026Q1: 122,672 shares; 2026Q2: 145,292 shares 145,292 $12M 2.06% +22,620 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: 194,026 shares; 2024Q4: 199,474 shares; 2025Q1: 199,369 shares; 2025Q2: 195,074 shares; 2025Q3: 191,727 shares; 2025Q4: 190,317 shares; 2026Q1: 185,917 shares; 2026Q2: 193,518 shares 193,518 $11.6M 1.99% +7,601 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: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $11.2M 1.93% 0 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: 40,110 shares; 2024Q4: 40,276 shares; 2025Q1: 40,656 shares; 2025Q2: 37,940 shares; 2025Q3: 37,833 shares; 2025Q4: 37,679 shares; 2026Q1: 37,645 shares; 2026Q2: 36,530 shares 36,530 $10.6M 1.82% -1,115 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: 138,030 shares; 2024Q4: 157,796 shares; 2025Q1: 167,317 shares; 2025Q2: 172,306 shares; 2025Q3: 187,501 shares; 2025Q4: 182,429 shares; 2026Q1: 180,980 shares; 2026Q2: 181,433 shares 181,433 $10.2M 1.76% +453 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: 31,200 shares; 2024Q4: 28,036 shares; 2025Q1: 28,036 shares; 2025Q2: 33,036 shares; 2025Q3: 31,896 shares; 2025Q4: 32,346 shares; 2026Q1: 31,646 shares; 2026Q2: 31,646 shares 31,646 $9.59M 1.65% 0 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: 30,008 shares; 2024Q4: 29,077 shares; 2025Q1: 29,080 shares; 2025Q2: 28,932 shares; 2025Q3: 28,735 shares; 2025Q4: 28,322 shares; 2026Q1: 27,637 shares; 2026Q2: 25,493 shares 25,493 $9.51M 1.63% -2,144 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: 25,387 shares; 2024Q4: 24,485 shares; 2025Q1: 24,487 shares; 2025Q2: 24,424 shares; 2025Q3: 24,569 shares; 2025Q4: 24,697 shares; 2026Q1: 24,480 shares; 2026Q2: 24,621 shares 24,621 $8.92M 1.53% +141 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: 35,598 shares; 2024Q4: 35,598 shares; 2025Q1: 35,653 shares; 2025Q2: 35,598 shares; 2025Q3: 34,676 shares; 2025Q4: 34,701 shares; 2026Q1: 34,756 shares; 2026Q2: 34,706 shares 34,706 $8.86M 1.52% -50 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: 75,747 shares; 2024Q4: 70,553 shares; 2025Q1: 70,543 shares; 2025Q2: 72,996 shares; 2025Q3: 76,505 shares; 2025Q4: 84,718 shares; 2026Q1: 84,729 shares; 2026Q2: 90,075 shares 90,075 $8.69M 1.49% +5,346 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: 62,699 shares; 2024Q4: 252,714 shares; 2025Q1: 254,699 shares; 2025Q2: 253,670 shares; 2025Q3: 254,986 shares; 2025Q4: 254,295 shares; 2026Q1: 251,530 shares; 2026Q2: 242,353 shares 242,353 $8.2M 1.41% -9,177 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: 18,748 shares; 2024Q4: 18,918 shares; 2025Q1: 18,873 shares; 2025Q2: 18,474 shares; 2025Q3: 18,190 shares; 2025Q4: 17,504 shares; 2026Q1: 16,845 shares; 2026Q2: 16,206 shares 16,206 $8.11M 1.39% -639 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: 36,704 shares; 2024Q4: 36,603 shares; 2025Q1: 36,009 shares; 2025Q2: 35,510 shares; 2025Q3: 34,815 shares; 2025Q4: 34,328 shares; 2026Q1: 33,847 shares; 2026Q2: 33,507 shares 33,507 $7.93M 1.36% -340 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: 9,424 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 7,684 shares; 2025Q3: 7,191 shares; 2025Q4: 7,108 shares; 2026Q1: 6,577 shares; 2026Q2: 6,337 shares 6,337 $6.75M 1.16% -240 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: 131,217 shares; 2024Q4: 139,746 shares; 2025Q1: 142,945 shares; 2025Q2: 146,616 shares; 2025Q3: 142,685 shares; 2025Q4: 141,022 shares; 2026Q1: 139,502 shares; 2026Q2: 140,616 shares 140,616 $5.14M 0.88% +1,114 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: 18,270 shares; 2024Q4: 18,490 shares; 2025Q1: 18,507 shares; 2025Q2: 20,192 shares; 2025Q3: 20,217 shares; 2025Q4: 20,210 shares; 2026Q1: 20,270 shares; 2026Q2: 20,597 shares 20,597 $4.12M 0.71% +327 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: 50,477 shares; 2024Q4: 153,528 shares; 2025Q1: 153,602 shares; 2025Q2: 130,243 shares; 2025Q3: 133,008 shares; 2025Q4: 130,726 shares; 2026Q1: 130,216 shares; 2026Q2: 127,686 shares 127,686 $4.05M 0.7% -2,530 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: 43,669 shares; 2024Q4: 132,398 shares; 2025Q1: 129,506 shares; 2025Q2: 130,413 shares; 2025Q3: 130,300 shares; 2025Q4: 130,109 shares; 2026Q1: 131,337 shares; 2026Q2: 127,243 shares 127,243 $3.96M 0.68% -4,094 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: 46,251 shares; 2024Q4: 138,267 shares; 2025Q1: 138,603 shares; 2025Q2: 137,043 shares; 2025Q3: 136,693 shares; 2025Q4: 136,293 shares; 2026Q1: 135,029 shares; 2026Q2: 134,440 shares 134,440 $3.89M 0.67% -589 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,528 shares; 2024Q4: 88,613 shares; 2025Q1: 89,256 shares; 2025Q2: 89,462 shares; 2025Q3: 89,582 shares; 2025Q4: 89,568 shares; 2026Q1: 89,596 shares; 2026Q2: 92,025 shares 92,025 $3.64M 0.63% +2,429 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,351 shares; 2024Q4: 43,828 shares; 2025Q1: 45,241 shares; 2025Q2: 44,863 shares; 2025Q3: 49,470 shares; 2025Q4: 53,494 shares; 2026Q1: 52,697 shares; 2026Q2: 66,423 shares 66,423 $3.36M 0.58% +13,726 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,403 shares; 2024Q4: 14,388 shares; 2025Q1: 13,913 shares; 2025Q2: 12,688 shares; 2025Q3: 12,563 shares; 2025Q4: 12,543 shares; 2026Q1: 12,471 shares; 2026Q2: 12,186 shares 12,186 $3.31M 0.57% -285 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: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,368 shares; 2025Q3: 6,359 shares; 2025Q4: 6,484 shares; 2026Q1: 6,509 shares; 2026Q2: 26,036 shares 26,036 $3.23M 0.56% +19,527 Timeline EIPI 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: 135,650 shares; 2024Q4: 139,623 shares; 2025Q1: 138,629 shares; 2025Q2: 141,873 shares; 2025Q3: 141,458 shares; 2025Q4: 145,665 shares; 2026Q1: 146,390 shares; 2026Q2: 142,258 shares 142,258 $3.11M 0.53% -4,132 Timeline BSTP 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: 92,430 shares; 2024Q4: 90,961 shares; 2025Q1: 90,657 shares; 2025Q2: 87,810 shares; 2025Q3: 87,544 shares; 2025Q4: 86,485 shares; 2026Q1: 86,065 shares; 2026Q2: 78,910 shares 78,910 $3.1M 0.53% -7,155 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,431 shares; 2024Q4: 49,134 shares; 2025Q1: 52,176 shares; 2025Q2: 53,411 shares; 2025Q3: 53,706 shares; 2025Q4: 56,621 shares; 2026Q1: 58,528 shares; 2026Q2: 59,471 shares 59,471 $3.04M 0.52% +943 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: 13,096 shares; 2024Q4: 12,393 shares; 2025Q1: 12,404 shares; 2025Q2: 12,117 shares; 2025Q3: 12,028 shares; 2025Q4: 11,788 shares; 2026Q1: 11,768 shares; 2026Q2: 11,786 shares 11,786 $2.99M 0.51% +18 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 4,129 shares; 2025Q1: 4,089 shares; 2025Q2: 4,071 shares; 2025Q3: 4,072 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares; 2026Q2: 3,786 shares 3,786 $2.83M 0.49% -62 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: 3,874 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares; 2026Q1: 3,894 shares; 2026Q2: 3,894 shares 3,894 $2.74M 0.47% 0 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,563 shares; 2024Q4: 29,913 shares; 2025Q1: 30,286 shares; 2025Q2: 28,320 shares; 2025Q3: 28,237 shares; 2025Q4: 43,841 shares; 2026Q1: 51,274 shares; 2026Q2: 54,872 shares 54,872 $2.62M 0.45% +3,598 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: 43,094 shares; 2024Q4: 90,283 shares; 2025Q1: 90,018 shares; 2025Q2: 90,297 shares; 2025Q3: 94,573 shares; 2025Q4: 94,875 shares; 2026Q1: 94,752 shares; 2026Q2: 93,667 shares 93,667 $2.59M 0.45% -1,085 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: 14,609 shares; 2024Q4: 13,538 shares; 2025Q1: 13,659 shares; 2025Q2: 13,692 shares; 2025Q3: 13,620 shares; 2025Q4: 15,246 shares; 2026Q1: 15,248 shares; 2026Q2: 17,487 shares 17,487 $2.59M 0.45% +2,239 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: 10,418 shares; 2024Q4: 10,489 shares; 2025Q1: 10,515 shares; 2025Q2: 8,802 shares; 2025Q3: 8,097 shares; 2025Q4: 7,942 shares; 2026Q1: 7,892 shares; 2026Q2: 7,252 shares 7,252 $2.59M 0.45% -640 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,205 shares; 2025Q4: 15,149 shares; 2026Q1: 17,116 shares; 2026Q2: 18,511 shares 18,511 $2.47M 0.42% +1,395 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: 11,712 shares; 2024Q4: 11,713 shares; 2025Q1: 11,653 shares; 2025Q2: 10,797 shares; 2025Q3: 10,798 shares; 2025Q4: 10,398 shares; 2026Q1: 10,293 shares; 2026Q2: 9,894 shares 9,894 $2.18M 0.38% -399 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: 8,775 shares; 2024Q4: 8,879 shares; 2025Q1: 8,720 shares; 2025Q2: 8,702 shares; 2025Q3: 8,620 shares; 2025Q4: 8,605 shares; 2026Q1: 8,560 shares; 2026Q2: 8,520 shares 8,520 $2.14M 0.37% -40 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: 19,211 shares; 2024Q4: 57,921 shares; 2025Q1: 57,930 shares; 2025Q2: 57,885 shares; 2025Q3: 57,671 shares; 2025Q4: 58,758 shares; 2026Q1: 58,850 shares; 2026Q2: 57,089 shares 57,089 $2.1M 0.36% -1,761 Timeline EMLP 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: 28,736 shares; 2024Q4: 42,988 shares; 2025Q1: 45,208 shares; 2025Q2: 47,094 shares; 2025Q3: 47,081 shares; 2025Q4: 47,735 shares; 2026Q1: 48,047 shares; 2026Q2: 47,690 shares 47,690 $2.07M 0.36% -357 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: 1,734 shares; 2024Q4: 1,749 shares; 2025Q1: 1,849 shares; 2025Q2: 4,675 shares; 2025Q3: 6,642 shares; 2025Q4: 9,304 shares; 2026Q1: 10,299 shares; 2026Q2: 10,785 shares 10,785 $2.07M 0.36% +486 Timeline FTSM 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: 17,034 shares; 2024Q4: 20,042 shares; 2025Q1: 20,025 shares; 2025Q2: 19,797 shares; 2025Q3: 18,696 shares; 2025Q4: 21,199 shares; 2026Q1: 20,804 shares; 2026Q2: 33,827 shares 33,827 $2.02M 0.35% +13,023 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: 15,670 shares; 2025Q1: 16,285 shares; 2025Q2: 15,478 shares; 2025Q3: 18,621 shares; 2025Q4: 24,812 shares; 2026Q1: 21,597 shares; 2026Q2: 20,164 shares 20,164 $1.99M 0.34% -1,433 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,514 shares; 2025Q4: 2,474 shares; 2026Q1: 2,404 shares; 2026Q2: 2,390 shares 2,390 $1.98M 0.34% -14 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: 2,490 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $1.94M 0.33% 0 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: 18,956 shares; 2024Q4: 18,541 shares; 2025Q1: 18,006 shares; 2025Q2: 17,056 shares; 2025Q3: 16,706 shares; 2025Q4: 16,706 shares; 2026Q1: 16,606 shares; 2026Q2: 16,506 shares 16,506 $1.94M 0.33% -100 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: 27,453 shares; 2024Q4: 55,519 shares; 2025Q1: 55,417 shares; 2025Q2: 54,295 shares; 2025Q3: 54,429 shares; 2025Q4: 54,289 shares; 2026Q1: 54,089 shares; 2026Q2: 52,959 shares 52,959 $1.91M 0.33% -1,130 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: 6,838 shares; 2024Q4: 6,839 shares; 2025Q1: 6,275 shares; 2025Q2: 6,237 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares; 2026Q2: 6,217 shares 6,217 $1.87M 0.32% 0 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: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 19,509 shares; 2025Q2: 19,867 shares; 2025Q3: 19,867 shares; 2025Q4: 21,262 shares; 2026Q1: 21,438 shares; 2026Q2: 21,408 shares 21,408 $1.83M 0.31% -30 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: 2,912 shares; 2024Q4: 2,970 shares; 2025Q1: 3,354 shares; 2025Q2: 3,254 shares; 2025Q3: 3,265 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares; 2026Q2: 2,754 shares 2,754 $1.81M 0.31% -578 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 15,410 shares; 2025Q3: 16,390 shares; 2025Q4: 16,390 shares; 2026Q1: 16,390 shares; 2026Q2: 16,390 shares 16,390 $1.79M 0.31% 0 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: 3,853 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,818 shares; 2025Q3: 3,803 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares; 2026Q2: 3,308 shares 3,308 $1.73M 0.3% -28 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: 16,025 shares; 2024Q4: 14,025 shares; 2025Q1: 14,025 shares; 2025Q2: 12,025 shares; 2025Q3: 11,625 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares; 2026Q2: 11,780 shares 11,780 $1.64M 0.28% +155 Timeline VNQI 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: 32,785 shares; 2024Q4: 32,785 shares; 2025Q1: 32,785 shares; 2025Q2: 32,785 shares; 2025Q3: 33,585 shares; 2025Q4: 36,435 shares; 2026Q1: 36,435 shares; 2026Q2: 36,435 shares 36,435 $1.63M 0.28% 0 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: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,186 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares; 2025Q4: 15,182 shares; 2026Q1: 15,182 shares; 2026Q2: 15,182 shares 15,182 $1.58M 0.27% 0 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: 36,407 shares; 2024Q4: 36,207 shares; 2025Q1: 31,824 shares; 2025Q2: 31,824 shares; 2025Q3: 30,404 shares; 2025Q4: 29,053 shares; 2026Q1: 29,053 shares; 2026Q2: 26,629 shares 26,629 $1.58M 0.27% -2,424 Timeline SDVD 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: 21,128 shares; 2025Q2: 35,029 shares; 2025Q3: 55,425 shares; 2025Q4: 58,798 shares; 2026Q1: 62,897 shares; 2026Q2: 65,918 shares 65,918 $1.52M 0.26% +3,021 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: 5,506 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,026 shares; 2025Q3: 4,926 shares; 2025Q4: 4,936 shares; 2026Q1: 4,776 shares; 2026Q2: 4,641 shares 4,641 $1.52M 0.26% -135 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: 24,689 shares; 2024Q4: 54,475 shares; 2025Q1: 53,834 shares; 2025Q2: 39,892 shares; 2025Q3: 39,716 shares; 2025Q4: 40,336 shares; 2026Q1: 40,470 shares; 2026Q2: 38,836 shares 38,836 $1.48M 0.25% -1,634 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,526 shares; 2024Q4: 10,213 shares; 2025Q1: 9,849 shares; 2025Q2: 9,434 shares; 2025Q3: 9,096 shares; 2025Q4: 7,671 shares; 2026Q1: 7,631 shares; 2026Q2: 7,621 shares 7,621 $1.45M 0.25% -10 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: 3,334 shares; 2024Q4: 3,371 shares; 2025Q1: 3,353 shares; 2025Q2: 2,731 shares; 2025Q3: 2,736 shares; 2025Q4: 2,643 shares; 2026Q1: 2,566 shares; 2026Q2: 2,523 shares 2,523 $1.42M 0.24% -43 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: 13,454 shares; 2024Q4: 40,362 shares; 2025Q1: 40,362 shares; 2025Q2: 38,304 shares; 2025Q3: 38,404 shares; 2025Q4: 46,083 shares; 2026Q1: 47,019 shares; 2026Q2: 47,019 shares 47,019 $1.38M 0.24% 0 Timeline WCMI 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: 63,225 shares; 2025Q4: 68,754 shares; 2026Q1: 70,509 shares; 2026Q2: 70,543 shares 70,543 $1.38M 0.24% +34 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: 19,234 shares; 2024Q4: 17,906 shares; 2025Q1: 17,895 shares; 2025Q2: 17,949 shares; 2025Q3: 17,204 shares; 2025Q4: 17,278 shares; 2026Q1: 16,864 shares; 2026Q2: 16,922 shares 16,922 $1.34M 0.23% +58 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: 10,075 shares; 2024Q4: 10,075 shares; 2025Q1: 9,675 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 8,975 shares; 2026Q1: 8,975 shares; 2026Q2: 8,475 shares 8,475 $1.33M 0.23% -500 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,647 shares; 2025Q3: 10,406 shares; 2025Q4: 22,686 shares; 2026Q1: 31,553 shares; 2026Q2: 32,380 shares 32,380 $1.27M 0.22% +827 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,177 shares; 2025Q1: 21,028 shares; 2025Q2: 30,316 shares; 2025Q3: 31,623 shares; 2025Q4: 49,326 shares; 2026Q1: 51,120 shares; 2026Q2: 53,854 shares 53,854 $1.26M 0.22% +2,734 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: 28,492 shares; 2024Q4: 28,040 shares; 2025Q1: 27,900 shares; 2025Q2: 19,759 shares; 2025Q3: 17,556 shares; 2025Q4: 16,266 shares; 2026Q1: 13,818 shares; 2026Q2: 13,228 shares 13,228 $1.24M 0.21% -590 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: 4,768 shares; 2024Q4: 4,855 shares; 2025Q1: 4,831 shares; 2025Q2: 4,116 shares; 2025Q3: 4,097 shares; 2025Q4: 4,098 shares; 2026Q1: 4,073 shares; 2026Q2: 3,591 shares 3,591 $1.23M 0.21% -482 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: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 12,700 shares; 2026Q2: 12,675 shares 12,675 $1.17M 0.2% -25 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: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares; 2025Q3: 6,021 shares; 2025Q4: 5,264 shares; 2026Q1: 5,274 shares; 2026Q2: 5,275 shares 5,275 $1.12M 0.19% +1 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: 9,100 shares; 2024Q4: 9,165 shares; 2025Q1: 9,100 shares; 2025Q2: 9,115 shares; 2025Q3: 8,368 shares; 2025Q4: 8,368 shares; 2026Q1: 7,568 shares; 2026Q2: 7,568 shares 7,568 $1.11M 0.19% 0 Timeline DOGG 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: 49,069 shares; 2024Q4: 52,825 shares; 2025Q1: 52,016 shares; 2025Q2: 52,544 shares; 2025Q3: 52,524 shares; 2025Q4: 51,799 shares; 2026Q1: 50,594 shares; 2026Q2: 51,683 shares 51,683 $1.1M 0.19% +1,089 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 33,255 shares; 2025Q3: 31,565 shares; 2025Q4: 32,539 shares; 2026Q1: 32,539 shares; 2026Q2: 32,196 shares 32,196 $1.08M 0.19% -343 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: 4,438 shares; 2024Q4: 4,178 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 3,953 shares; 2026Q1: 3,953 shares; 2026Q2: 3,978 shares 3,978 $1.08M 0.18% +25 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: 27,179 shares; 2026Q1: 27,157 shares; 2026Q2: 27,815 shares 27,815 $1.05M 0.18% +658 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,967 shares; 2024Q4: 17,223 shares; 2025Q1: 15,921 shares; 2025Q2: 16,409 shares; 2025Q3: 16,667 shares; 2025Q4: 19,143 shares; 2026Q1: 19,506 shares; 2026Q2: 20,953 shares 20,953 $1.03M 0.18% +1,447 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,127 shares; 2025Q1: 3,067 shares; 2025Q2: 3,015 shares; 2025Q3: 2,877 shares; 2025Q4: 2,878 shares; 2026Q1: 2,701 shares; 2026Q2: 2,740 shares 2,740 $1.01M 0.17% +39 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: 11,519 shares; 2024Q4: 8,529 shares; 2025Q1: 8,541 shares; 2025Q2: 8,056 shares; 2025Q3: 8,070 shares; 2025Q4: 7,784 shares; 2026Q1: 7,796 shares; 2026Q2: 7,852 shares 7,852 $1.01M 0.17% +56 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: 7,299 shares; 2024Q4: 7,325 shares; 2025Q1: 7,326 shares; 2025Q2: 7,327 shares; 2025Q3: 7,328 shares; 2025Q4: 7,330 shares; 2026Q1: 7,335 shares; 2026Q2: 7,331 shares 7,331 $1M 0.17% -4 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: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 2,910 shares 2,910 $984K 0.17% 0 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: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 2,974 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares; 2026Q1: 2,825 shares; 2026Q2: 2,750 shares 2,750 $972K 0.17% -75 Timeline FIXD 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: 45,241 shares; 2024Q4: 30,276 shares; 2025Q1: 30,085 shares; 2025Q2: 22,632 shares; 2025Q3: 22,666 shares; 2025Q4: 22,510 shares; 2026Q1: 21,729 shares; 2026Q2: 21,755 shares 21,755 $949K 0.16% +26 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: 4,750 shares; 2024Q4: 4,951 shares; 2025Q1: 4,971 shares; 2025Q2: 4,446 shares; 2025Q3: 4,496 shares; 2025Q4: 4,521 shares; 2026Q1: 4,650 shares; 2026Q2: 3,822 shares 3,822 $911K 0.16% -828 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: 8,035 shares; 2024Q4: 6,785 shares; 2025Q1: 6,570 shares; 2025Q2: 4,500 shares; 2025Q3: 6,722 shares; 2025Q4: 6,602 shares; 2026Q1: 6,602 shares; 2026Q2: 6,637 shares 6,637 $899K 0.15% +35 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: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,466 shares; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares; 2025Q4: 5,696 shares; 2026Q1: 5,707 shares; 2026Q2: 5,706 shares 5,706 $837K 0.14% -1 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,545 shares; 2024Q4: 46,250 shares; 2025Q1: 50,210 shares; 2025Q2: 48,288 shares; 2025Q3: 47,494 shares; 2025Q4: 47,854 shares; 2026Q1: 49,492 shares; 2026Q2: 51,609 shares 51,609 $828K 0.14% +2,117 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: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares; 2025Q3: 20,031 shares; 2025Q4: 17,256 shares; 2026Q1: 17,256 shares; 2026Q2: 17,256 shares 17,256 $823K 0.14% 0 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: 16,480 shares; 2024Q4: 32,840 shares; 2025Q1: 32,840 shares; 2025Q2: 32,757 shares; 2025Q3: 32,757 shares; 2025Q4: 32,757 shares; 2026Q1: 32,757 shares; 2026Q2: 32,757 shares 32,757 $791K 0.14% 0 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: 6,013 shares; 2024Q4: 5,588 shares; 2025Q1: 5,569 shares; 2025Q2: 4,880 shares; 2025Q3: 4,882 shares; 2025Q4: 4,783 shares; 2026Q1: 4,940 shares; 2026Q2: 4,762 shares 4,762 $789K 0.14% -178 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,063 shares; 2024Q4: 4,142 shares; 2025Q1: 3,942 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,517 shares; 2026Q1: 3,491 shares; 2026Q2: 3,466 shares 3,466 $776K 0.13% -25 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: 9,976 shares; 2024Q4: 10,048 shares; 2025Q1: 9,248 shares; 2025Q2: 9,284 shares; 2025Q3: 9,320 shares; 2025Q4: 9,396 shares; 2026Q1: 9,396 shares; 2026Q2: 9,433 shares 9,433 $767K 0.13% +37 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: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,147 shares; 2025Q4: 5,127 shares; 2026Q1: 5,127 shares; 2026Q2: 5,127 shares 5,127 $757K 0.13% 0 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: 5,146 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 4,966 shares; 2026Q1: 4,966 shares; 2026Q2: 4,966 shares 4,966 $756K 0.13% 0 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: 7,383 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,385 shares; 2025Q3: 7,408 shares; 2025Q4: 7,442 shares; 2026Q1: 7,303 shares; 2026Q2: 7,354 shares 7,354 $751K 0.13% +51 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: 5,279 shares; 2024Q4: 5,139 shares; 2025Q1: 5,114 shares; 2025Q2: 4,614 shares; 2025Q3: 4,458 shares; 2025Q4: 4,408 shares; 2026Q1: 4,259 shares; 2026Q2: 3,908 shares 3,908 $742K 0.13% -351 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 12,778 shares; 2026Q2: 23,186 shares 23,186 $722K 0.12% +10,408 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $717K 0.12% 0 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: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 947 shares; 2026Q2: 953 shares 953 $714K 0.12% +6 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: 9,240 shares; 2024Q4: 8,920 shares; 2025Q1: 8,910 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 6,825 shares; 2026Q1: 6,775 shares; 2026Q2: 5,600 shares 5,600 $697K 0.12% -1,175 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: 2,807 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $688K 0.12% 0 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: 826 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,682 shares; 2025Q3: 2,032 shares; 2025Q4: 2,055 shares; 2026Q1: 1,960 shares; 2026Q2: 2,005 shares 2,005 $684K 0.12% +45 Timeline PSTP 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: 29,022 shares; 2024Q4: 23,560 shares; 2025Q1: 23,560 shares; 2025Q2: 22,520 shares; 2025Q3: 22,420 shares; 2025Q4: 22,320 shares; 2026Q1: 20,620 shares; 2026Q2: 18,205 shares 18,205 $670K 0.12% -2,415 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,055 shares; 2024Q4: 22,055 shares; 2025Q1: 21,521 shares; 2025Q2: 19,554 shares; 2025Q3: 19,561 shares; 2025Q4: 19,371 shares; 2026Q1: 19,239 shares; 2026Q2: 18,839 shares 18,839 $669K 0.11% -400 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: 6,458 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,458 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares; 2026Q1: 6,458 shares; 2026Q2: 6,458 shares 6,458 $639K 0.11% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,571 shares; 2025Q4: 6,571 shares; 2026Q1: 6,571 shares; 2026Q2: 6,571 shares 6,571 $621K 0.11% 0 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $621K 0.11% 0 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: 12,402 shares; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,506 shares; 2025Q3: 23,531 shares; 2025Q4: 23,531 shares; 2026Q1: 23,241 shares; 2026Q2: 23,241 shares 23,241 $616K 0.11% 0 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: 1,478 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,503 shares; 2026Q2: 1,503 shares 1,503 $598K 0.1% 0 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: 7,095 shares; 2024Q4: 6,845 shares; 2025Q1: 6,845 shares; 2025Q2: 6,867 shares; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,720 shares; 2026Q2: 6,470 shares 6,470 $587K 0.1% -250 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: not reported; 2026Q1: 1,784 shares; 2026Q2: 4,417 shares 4,417 $584K 0.1% +2,633 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: not reported; 2026Q1: 6,426 shares; 2026Q2: 7,107 shares 7,107 $576K 0.1% +681 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,585 shares; 2024Q4: 20,618 shares; 2025Q1: 19,667 shares; 2025Q2: 21,697 shares; 2025Q3: 21,644 shares; 2025Q4: 23,821 shares; 2026Q1: 21,154 shares; 2026Q2: 21,437 shares 21,437 $556K 0.1% +283 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: 7,116 shares; 2024Q4: 7,152 shares; 2025Q1: 7,219 shares; 2025Q2: 7,120 shares; 2025Q3: 7,022 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares; 2026Q2: 6,728 shares 6,728 $556K 0.1% -295 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: 3,496 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 3,051 shares; 2025Q3: 3,058 shares; 2025Q4: 3,031 shares; 2026Q1: 2,996 shares; 2026Q2: 2,996 shares 2,996 $554K 0.1% 0 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: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,525 shares; 2026Q2: 3,538 shares 3,538 $553K 0.1% +13 Timeline ARKG 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: 8,262 shares; 2026Q1: 9,293 shares; 2026Q2: 12,576 shares 12,576 $529K 0.09% +3,283 Timeline VMBS 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: 11,201 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares; 2025Q3: 11,201 shares; 2025Q4: 11,201 shares; 2026Q1: 11,201 shares; 2026Q2: 11,201 shares 11,201 $524K 0.09% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,952 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,933 shares; 2025Q3: 6,893 shares; 2025Q4: 6,883 shares; 2026Q1: 6,883 shares; 2026Q2: 6,863 shares 6,863 $518K 0.09% -20 Timeline YGLD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,164 shares; 2025Q2: 8,773 shares; 2025Q3: 9,424 shares; 2025Q4: 11,640 shares; 2026Q1: 15,155 shares; 2026Q2: 16,104 shares 16,104 $507K 0.09% +949 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $504K 0.09% 0 Timeline PJAN 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: 11,823 shares; 2024Q4: 9,903 shares; 2025Q1: 9,903 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,879 shares; 2026Q1: 9,874 shares; 2026Q2: 9,804 shares 9,804 $485K 0.08% -70 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,223 shares; 2024Q4: 10,395 shares; 2025Q1: 10,266 shares; 2025Q2: 9,737 shares; 2025Q3: 9,737 shares; 2025Q4: 9,737 shares; 2026Q1: 9,737 shares; 2026Q2: 9,737 shares 9,737 $463K 0.08% 0 Timeline VDE 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: 6,521 shares; 2024Q4: 5,578 shares; 2025Q1: 4,978 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares 3,073 $461K 0.08% 0 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: 6,662 shares; 2024Q4: 6,092 shares; 2025Q1: 5,607 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,306 shares; 2026Q1: 3,141 shares; 2026Q2: 3,130 shares 3,130 $444K 0.08% -11 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,433 shares; 2026Q1: 1,396 shares; 2026Q2: 1,281 shares 1,281 $433K 0.07% -115 Timeline SCHV 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: 3,755 shares; 2024Q4: 11,809 shares; 2025Q1: 11,817 shares; 2025Q2: 11,825 shares; 2025Q3: 12,203 shares; 2025Q4: 12,387 shares; 2026Q1: 12,394 shares; 2026Q2: 12,401 shares 12,401 $432K 0.07% +7 Timeline XDEC 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: 34,088 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares; 2026Q1: 9,735 shares; 2026Q2: 9,735 shares 9,735 $417K 0.07% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $397K 0.07% 0 Timeline FAUG 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: 9,900 shares; 2024Q4: 9,800 shares; 2025Q1: 8,100 shares; 2025Q2: 7,900 shares; 2025Q3: 7,800 shares; 2025Q4: 7,500 shares; 2026Q1: 7,200 shares; 2026Q2: 6,980 shares 6,980 $394K 0.07% -220 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: 757 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 663 shares; 2025Q3: 613 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 420 shares 420 $393K 0.07% +7 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: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 411 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $390K 0.07% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,216 shares; 2024Q4: 7,216 shares; 2025Q1: 7,216 shares; 2025Q2: 7,216 shares; 2025Q3: 7,216 shares; 2025Q4: 6,815 shares; 2026Q1: 6,355 shares; 2026Q2: 6,355 shares 6,355 $384K 0.07% 0 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: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,520 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $382K 0.07% 0 Timeline JTEK 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: 3,190 shares; 2026Q1: 3,441 shares; 2026Q2: 3,417 shares 3,417 $381K 0.07% -24 Timeline IGLD 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: 14,109 shares; 2024Q4: 17,828 shares; 2025Q1: 16,409 shares; 2025Q2: 16,552 shares; 2025Q3: 16,558 shares; 2025Q4: 16,982 shares; 2026Q1: 17,349 shares; 2026Q2: 17,914 shares 17,914 $377K 0.06% +565 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: 22,065 shares; 2024Q4: 21,565 shares; 2025Q1: 18,567 shares; 2025Q2: 17,467 shares; 2025Q3: 17,367 shares; 2025Q4: 17,367 shares; 2026Q1: 16,917 shares; 2026Q2: 12,632 shares 12,632 $375K 0.06% -4,285 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: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,710 shares; 2025Q2: 1,335 shares; 2025Q3: 1,235 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,167 shares 1,167 $365K 0.06% +22 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: 1,116 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $359K 0.06% 0 Timeline XJUN 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: 20,808 shares; 2024Q4: 8,013 shares; 2025Q1: 7,988 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares; 2026Q2: 8,045 shares 8,045 $357K 0.06% +65 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,241 shares; 2026Q2: 2,241 shares 2,241 $354K 0.06% 0 Timeline GSIE 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: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $347K 0.06% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $344K 0.06% 0 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: 9,554 shares; 2025Q2: 9,554 shares; 2025Q3: 9,554 shares; 2025Q4: 9,554 shares; 2026Q1: 10,004 shares; 2026Q2: 10,004 shares 10,004 $343K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,419 shares; 2024Q4: 5,499 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,235 shares; 2025Q4: 5,235 shares; 2026Q1: 5,235 shares; 2026Q2: 4,160 shares 4,160 $325K 0.06% -1,075 Timeline IBND 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: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares; 2026Q2: 10,400 shares 10,400 $324K 0.06% 0 Timeline BUFZ 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: 11,545 shares; 2026Q1: 11,545 shares; 2026Q2: 11,545 shares 11,545 $322K 0.06% 0 Timeline JBND 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: 4,928 shares; 2026Q1: 5,823 shares; 2026Q2: 6,008 shares 6,008 $321K 0.06% +185 Timeline DHDG 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: 10,200 shares; 2025Q1: 10,390 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares; 2025Q4: 8,717 shares; 2026Q1: 8,717 shares; 2026Q2: 8,717 shares 8,717 $319K 0.05% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,100 shares; 2024Q4: 18,400 shares; 2025Q1: 19,104 shares; 2025Q2: 21,000 shares; 2025Q3: 22,975 shares; 2025Q4: 23,001 shares; 2026Q1: 23,401 shares; 2026Q2: 24,311 shares 24,311 $319K 0.05% +910 Timeline GMAY 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: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 7,855 shares; 2025Q2: 7,855 shares; 2025Q3: 7,280 shares; 2025Q4: 7,280 shares; 2026Q1: 7,280 shares; 2026Q2: 7,280 shares 7,280 $313K 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $308K 0.05% 0 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: 5,747 shares; 2024Q4: not reported; 2025Q1: 5,747 shares; 2025Q2: 5,747 shares; 2025Q3: 5,747 shares; 2025Q4: 5,747 shares; 2026Q1: 5,747 shares; 2026Q2: 5,747 shares 5,747 $290K 0.05% 0 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: 8,017 shares; 2024Q4: 7,712 shares; 2025Q1: 6,888 shares; 2025Q2: 6,885 shares; 2025Q3: 6,380 shares; 2025Q4: 6,078 shares; 2026Q1: 6,078 shares; 2026Q2: 5,799 shares 5,799 $287K 0.05% -279 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: 2,650 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $284K 0.05% 0 Timeline SCHH 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: 14,335 shares; 2024Q4: 13,841 shares; 2025Q1: 13,844 shares; 2025Q2: 13,849 shares; 2025Q3: 13,083 shares; 2025Q4: 12,249 shares; 2026Q1: 12,253 shares; 2026Q2: 11,857 shares 11,857 $281K 0.05% -396 Timeline MAXI SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,663 shares; 2024Q4: 14,763 shares; 2025Q1: 18,943 shares; 2025Q2: 19,524 shares; 2025Q3: 21,454 shares; 2025Q4: 31,402 shares; 2026Q1: 32,732 shares; 2026Q2: 33,604 shares 33,604 $279K 0.05% +872 Timeline FDN 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: 1,802 shares; 2024Q4: 1,596 shares; 2025Q1: 1,496 shares; 2025Q2: 1,399 shares; 2025Q3: 1,391 shares; 2025Q4: 1,331 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $277K 0.05% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $272K 0.05% 0 Timeline FTRI 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: 20,836 shares; 2024Q4: 18,770 shares; 2025Q1: 18,507 shares; 2025Q2: 18,555 shares; 2025Q3: 18,498 shares; 2025Q4: 17,369 shares; 2026Q1: 17,082 shares; 2026Q2: 17,103 shares 17,103 $271K 0.05% +21 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 6,118 shares; 2026Q1: 6,182 shares; 2026Q2: 6,178 shares 6,178 $268K 0.05% -4 Timeline HELO 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: 3,393 shares; 2026Q1: 3,410 shares; 2026Q2: 3,866 shares 3,866 $261K 0.04% +456 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares; 2026Q2: 1,555 shares 1,555 $252K 0.04% 0 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: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 4,770 shares; 2026Q2: 4,070 shares 4,070 $247K 0.04% -700 Timeline GEM 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: 4,700 shares; 2026Q2: 4,700 shares 4,700 $244K 0.04% 0 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: not reported; 2026Q1: not reported; 2026Q2: 2,821 shares 2,821 $242K 0.04% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,289 shares 11,289 $238K 0.04% new 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: 1,956 shares; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,037 shares; 2025Q3: 1,872 shares; 2025Q4: 2,136 shares; 2026Q1: 2,120 shares; 2026Q2: 2,121 shares 2,121 $232K 0.04% +1 Timeline EWG 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: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares; 2026Q1: 5,570 shares; 2026Q2: 5,500 shares 5,500 $228K 0.04% -70 Timeline BKCH 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: 2,970 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,011 shares 3,011 $225K 0.04% new 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: 3,781 shares; 2025Q4: 3,781 shares; 2026Q1: 3,781 shares; 2026Q2: 3,731 shares 3,731 $220K 0.04% -50 Timeline EWJ 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: 2,290 shares 2,290 $214K 0.04% new Timeline XSEP 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: 13,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,775 shares; 2026Q1: not reported; 2026Q2: 4,775 shares 4,775 $212K 0.04% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 770 shares 770 $208K 0.04% +22 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: not reported; 2025Q1: 3,666 shares; 2025Q2: 3,798 shares; 2025Q3: 3,816 shares; 2025Q4: 3,688 shares; 2026Q1: 3,697 shares; 2026Q2: 2,892 shares 2,892 $208K 0.04% -805 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $206K 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,450 shares; 2024Q4: 3,150 shares; 2025Q1: 3,040 shares; 2025Q2: 3,010 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: not reported; 2026Q2: 1,535 shares 1,535 $200K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 1,472 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $200K 0.03% 0 Timeline