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: 98,644 shares; 2024Q4: 97,759 shares; 2025Q1: 95,694 shares; 2025Q2: 96,185 shares; 2025Q3: 92,611 shares; 2025Q4: 93,213 shares; 2026Q1: 96,062 shares; 2026Q2: 580,439 shares 580,439 $50M 4.03% +484,377 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: 53,225 shares; 2024Q4: 54,103 shares; 2025Q1: 55,708 shares; 2025Q2: 57,139 shares; 2025Q3: 59,714 shares; 2025Q4: 60,657 shares; 2026Q1: 61,687 shares; 2026Q2: 61,040 shares 61,040 $45M 3.62% -647 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: 78,098 shares; 2024Q4: 88,398 shares; 2025Q1: 89,281 shares; 2025Q2: 91,146 shares; 2025Q3: 96,693 shares; 2025Q4: 101,311 shares; 2026Q1: 108,089 shares; 2026Q2: 411,962 shares 411,962 $32.6M 2.63% +303,873 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: 210,187 shares; 2024Q4: 716,231 shares; 2025Q1: 745,779 shares; 2025Q2: 793,306 shares; 2025Q3: 808,267 shares; 2025Q4: 836,554 shares; 2026Q1: 882,278 shares; 2026Q2: 979,820 shares 979,820 $30.5M 2.46% +97,542 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,799 shares; 2024Q4: 498,855 shares; 2025Q1: 495,231 shares; 2025Q2: 495,264 shares; 2025Q3: 490,712 shares; 2025Q4: 486,798 shares; 2026Q1: 452,564 shares; 2026Q2: 447,890 shares 447,890 $27.9M 2.25% -4,674 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: 131,434 shares; 2024Q4: 130,436 shares; 2025Q1: 131,584 shares; 2025Q2: 133,692 shares; 2025Q3: 132,543 shares; 2025Q4: 133,139 shares; 2026Q1: 120,122 shares; 2026Q2: 121,337 shares 121,337 $26.4M 2.13% +1,215 Timeline JPIE 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: 301,859 shares; 2024Q4: 332,765 shares; 2025Q1: 326,680 shares; 2025Q2: 341,625 shares; 2025Q3: 416,549 shares; 2025Q4: 434,639 shares; 2026Q1: 472,470 shares; 2026Q2: 517,962 shares 517,962 $23.9M 1.92% +45,492 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: 36,409 shares; 2024Q4: 36,508 shares; 2025Q1: 35,783 shares; 2025Q2: 35,684 shares; 2025Q3: 35,489 shares; 2025Q4: 34,816 shares; 2026Q1: 33,936 shares; 2026Q2: 31,376 shares 31,376 $23.5M 1.89% -2,560 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,529 shares; 2024Q4: 168,094 shares; 2025Q1: 165,636 shares; 2025Q2: 169,384 shares; 2025Q3: 173,340 shares; 2025Q4: 175,551 shares; 2026Q1: 179,873 shares; 2026Q2: 192,216 shares 192,216 $23.4M 1.89% +12,343 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: 72,460 shares; 2024Q4: 77,797 shares; 2025Q1: 104,394 shares; 2025Q2: 113,952 shares; 2025Q3: 117,894 shares; 2025Q4: 136,364 shares; 2026Q1: 181,025 shares; 2026Q2: 181,759 shares 181,759 $22.7M 1.83% +734 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: 242,806 shares; 2024Q4: 547,779 shares; 2025Q1: 568,112 shares; 2025Q2: 625,260 shares; 2025Q3: 656,897 shares; 2025Q4: 684,846 shares; 2026Q1: 756,706 shares; 2026Q2: 770,700 shares 770,700 $21.3M 1.72% +13,994 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: 78,084 shares; 2024Q4: 77,813 shares; 2025Q1: 75,926 shares; 2025Q2: 74,568 shares; 2025Q3: 74,140 shares; 2025Q4: 73,590 shares; 2026Q1: 72,987 shares; 2026Q2: 72,814 shares 72,814 $21.1M 1.7% -173 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: 14,759 shares; 2024Q4: 16,452 shares; 2025Q1: 17,614 shares; 2025Q2: 18,992 shares; 2025Q3: 26,102 shares; 2025Q4: 27,413 shares; 2026Q1: 28,263 shares; 2026Q2: 30,176 shares 30,176 $20.7M 1.67% +1,913 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: 83,812 shares; 2024Q4: 84,923 shares; 2025Q1: 92,399 shares; 2025Q2: 108,006 shares; 2025Q3: 115,942 shares; 2025Q4: 117,350 shares; 2026Q1: 117,763 shares; 2026Q2: 122,682 shares 122,682 $19.4M 1.56% +4,919 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,658 shares; 2024Q4: 52,007 shares; 2025Q1: 54,099 shares; 2025Q2: 58,361 shares; 2025Q3: 59,782 shares; 2025Q4: 60,455 shares; 2026Q1: 65,409 shares; 2026Q2: 65,757 shares 65,757 $19.1M 1.54% +348 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: 442,554 shares; 2024Q4: 437,197 shares; 2025Q1: 364,175 shares; 2025Q2: 363,316 shares; 2025Q3: 360,949 shares; 2025Q4: 365,336 shares; 2026Q1: 336,079 shares; 2026Q2: 339,284 shares 339,284 $17.9M 1.44% +3,205 Timeline JPIB 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: 188,821 shares; 2024Q4: 213,611 shares; 2025Q1: 197,786 shares; 2025Q2: 199,543 shares; 2025Q3: 301,085 shares; 2025Q4: 320,637 shares; 2026Q1: 351,573 shares; 2026Q2: 364,814 shares 364,814 $17.6M 1.42% +13,241 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: 20,318 shares; 2024Q4: 20,206 shares; 2025Q1: 19,700 shares; 2025Q2: 19,080 shares; 2025Q3: 19,159 shares; 2025Q4: 18,202 shares; 2026Q1: 18,120 shares; 2026Q2: 145,441 shares 145,441 $17.4M 1.4% +127,321 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: 101,248 shares; 2024Q4: 99,740 shares; 2025Q1: 100,639 shares; 2025Q2: 106,986 shares; 2025Q3: 167,051 shares; 2025Q4: 185,916 shares; 2026Q1: 196,639 shares; 2026Q2: 209,395 shares 209,395 $17.2M 1.38% +12,756 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: 64,231 shares; 2024Q4: 74,492 shares; 2025Q1: 76,238 shares; 2025Q2: 88,338 shares; 2025Q3: 119,018 shares; 2025Q4: 144,356 shares; 2026Q1: 172,183 shares; 2026Q2: 176,394 shares 176,394 $17M 1.37% +4,211 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: 6,458 shares; 2024Q4: 6,498 shares; 2025Q1: 41,213 shares; 2025Q2: 129,862 shares; 2025Q3: 165,496 shares; 2025Q4: 171,637 shares; 2026Q1: 174,342 shares; 2026Q2: 176,900 shares 176,900 $16.1M 1.3% +2,558 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,813 shares; 2024Q4: 223,880 shares; 2025Q1: 207,880 shares; 2025Q2: 219,076 shares; 2025Q3: 231,094 shares; 2025Q4: 249,490 shares; 2026Q1: 276,995 shares; 2026Q2: 202,069 shares 202,069 $15.5M 1.25% -74,926 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: 365,122 shares; 2024Q4: 368,137 shares; 2025Q1: 342,168 shares; 2025Q2: 331,523 shares; 2025Q3: 332,039 shares; 2025Q4: 284,641 shares; 2026Q1: 298,256 shares; 2026Q2: 285,325 shares 285,325 $14.4M 1.16% -12,931 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,941 shares; 2024Q4: 85,371 shares; 2025Q1: 92,790 shares; 2025Q2: 96,365 shares; 2025Q3: 99,428 shares; 2025Q4: 101,543 shares; 2026Q1: 101,685 shares; 2026Q2: 103,359 shares 103,359 $14.1M 1.14% +1,674 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,310 shares; 2024Q4: 174,190 shares; 2025Q1: 177,316 shares; 2025Q2: 186,391 shares; 2025Q3: 202,760 shares; 2025Q4: 209,895 shares; 2026Q1: 231,971 shares; 2026Q2: 269,658 shares 269,658 $13.7M 1.1% +37,687 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,333 shares; 2024Q4: 104,362 shares; 2025Q1: 103,684 shares; 2025Q2: 105,298 shares; 2025Q3: 116,721 shares; 2025Q4: 124,530 shares; 2026Q1: 131,317 shares; 2026Q2: 138,233 shares 138,233 $13.3M 1.08% +6,916 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: 342,143 shares; 2024Q4: 363,948 shares; 2025Q1: 374,890 shares; 2025Q2: 374,889 shares; 2025Q3: 382,937 shares; 2025Q4: 375,619 shares; 2026Q1: 404,924 shares; 2026Q2: 431,011 shares 431,011 $12.9M 1.04% +26,087 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,133 shares; 2025Q3: 186,298 shares; 2025Q4: 212,450 shares; 2026Q1: 303,627 shares; 2026Q2: 322,301 shares 322,301 $12.9M 1.04% +18,674 Timeline GARP 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: 35,745 shares; 2026Q1: 133,439 shares; 2026Q2: 151,403 shares 151,403 $12.5M 1.01% +17,964 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: 71,635 shares; 2024Q4: 295,657 shares; 2025Q1: 307,639 shares; 2025Q2: 321,326 shares; 2025Q3: 326,613 shares; 2025Q4: 331,819 shares; 2026Q1: 351,700 shares; 2026Q2: 365,708 shares 365,708 $12.4M 1% +14,008 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: 166,648 shares; 2024Q4: 170,862 shares; 2025Q1: 167,915 shares; 2025Q2: 163,783 shares; 2025Q3: 162,941 shares; 2025Q4: 160,908 shares; 2026Q1: 157,276 shares; 2026Q2: 150,154 shares 150,154 $11.6M 0.93% -7,122 Timeline FSTA 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: 213,386 shares; 2025Q1: 217,111 shares; 2025Q2: 219,584 shares; 2025Q3: 225,123 shares; 2025Q4: 224,197 shares; 2026Q1: 215,780 shares; 2026Q2: 219,172 shares 219,172 $11.5M 0.93% +3,392 Timeline SPHQ 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: 137,105 shares; 2024Q4: 141,639 shares; 2025Q1: 142,345 shares; 2025Q2: 151,355 shares; 2025Q3: 151,843 shares; 2025Q4: 150,997 shares; 2026Q1: 129,170 shares; 2026Q2: 124,635 shares 124,635 $11.2M 0.91% -4,535 Timeline LMBS 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: 5,020 shares; 2025Q3: 5,486 shares; 2025Q4: 6,252 shares; 2026Q1: 6,452 shares; 2026Q2: 219,609 shares 219,609 $10.9M 0.88% +213,157 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,035 shares; 2024Q4: 67,601 shares; 2025Q1: 67,132 shares; 2025Q2: 76,543 shares; 2025Q3: 75,597 shares; 2025Q4: 79,672 shares; 2026Q1: 97,866 shares; 2026Q2: 111,060 shares 111,060 $10.9M 0.88% +13,194 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: 19,527 shares; 2024Q4: 19,138 shares; 2025Q1: 18,771 shares; 2025Q2: 21,166 shares; 2025Q3: 21,675 shares; 2025Q4: 21,403 shares; 2026Q1: 21,170 shares; 2026Q2: 19,992 shares 19,992 $10M 0.81% -1,178 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: 11,374 shares; 2024Q4: 12,181 shares; 2025Q1: 12,387 shares; 2025Q2: 12,882 shares; 2025Q3: 13,332 shares; 2025Q4: 13,338 shares; 2026Q1: 13,041 shares; 2026Q2: 12,749 shares 12,749 $9.52M 0.77% -292 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: 50,692 shares; 2024Q4: 49,845 shares; 2025Q1: 48,922 shares; 2025Q2: 49,534 shares; 2025Q3: 51,331 shares; 2025Q4: 50,019 shares; 2026Q1: 48,959 shares; 2026Q2: 47,283 shares 47,283 $9.46M 0.76% -1,676 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: 19,629 shares; 2024Q4: 19,645 shares; 2025Q1: 19,223 shares; 2025Q2: 19,720 shares; 2025Q3: 19,464 shares; 2025Q4: 19,438 shares; 2026Q1: 18,702 shares; 2026Q2: 18,313 shares 18,313 $9.41M 0.76% -389 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: 47,775 shares; 2024Q4: 59,408 shares; 2025Q1: 72,565 shares; 2025Q2: 72,358 shares; 2025Q3: 87,904 shares; 2025Q4: 100,182 shares; 2026Q1: 111,055 shares; 2026Q2: 115,835 shares 115,835 $9.39M 0.76% +4,780 Timeline SDVY 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: 172,409 shares; 2024Q4: 189,749 shares; 2025Q1: 201,390 shares; 2025Q2: 205,395 shares; 2025Q3: 209,786 shares; 2025Q4: 213,277 shares; 2026Q1: 215,374 shares; 2026Q2: 211,593 shares 211,593 $9.13M 0.74% -3,781 Timeline SJNK 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: 320,690 shares; 2024Q4: 328,119 shares; 2025Q1: 340,524 shares; 2025Q2: 338,175 shares; 2025Q3: 334,895 shares; 2025Q4: 341,350 shares; 2026Q1: 347,098 shares; 2026Q2: 362,573 shares 362,573 $9.08M 0.73% +15,475 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,334 shares; 2024Q4: 17,573 shares; 2025Q1: 18,361 shares; 2025Q2: 27,581 shares; 2025Q3: 35,052 shares; 2025Q4: 69,998 shares; 2026Q1: 71,883 shares; 2026Q2: 93,774 shares 93,774 $8.36M 0.67% +21,891 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: 115,414 shares; 2024Q4: 121,894 shares; 2025Q1: 125,180 shares; 2025Q2: 137,187 shares; 2025Q3: 145,265 shares; 2025Q4: 151,310 shares; 2026Q1: 153,383 shares; 2026Q2: 152,878 shares 152,878 $8.26M 0.67% -505 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: 107,044 shares; 2024Q4: 112,756 shares; 2025Q1: 113,485 shares; 2025Q2: 119,869 shares; 2025Q3: 124,361 shares; 2025Q4: 129,495 shares; 2026Q1: 130,677 shares; 2026Q2: 141,324 shares 141,324 $8.23M 0.66% +10,647 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: 21,194 shares; 2024Q4: 21,765 shares; 2025Q1: 21,974 shares; 2025Q2: 22,859 shares; 2025Q3: 23,181 shares; 2025Q4: 23,728 shares; 2026Q1: 24,656 shares; 2026Q2: 25,098 shares 25,098 $7.61M 0.61% +442 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: 101,653 shares; 2024Q4: 102,799 shares; 2025Q1: 104,666 shares; 2025Q2: 103,972 shares; 2025Q3: 104,277 shares; 2025Q4: 105,763 shares; 2026Q1: 105,886 shares; 2026Q2: 106,082 shares 106,082 $7.56M 0.61% +196 Timeline UCON 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: 340,296 shares; 2024Q4: 358,304 shares; 2025Q1: 358,134 shares; 2025Q2: 350,088 shares; 2025Q3: 320,023 shares; 2025Q4: 315,111 shares; 2026Q1: 312,915 shares; 2026Q2: 303,176 shares 303,176 $7.54M 0.61% -9,739 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,530 shares; 2024Q4: 479,906 shares; 2025Q1: 435,234 shares; 2025Q2: 425,056 shares; 2025Q3: 443,493 shares; 2025Q4: 454,605 shares; 2026Q1: 491,720 shares; 2026Q2: 259,188 shares 259,188 $7.36M 0.59% -232,532 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: 79,940 shares; 2024Q4: 80,163 shares; 2025Q1: 56,936 shares; 2025Q2: 54,753 shares; 2025Q3: 54,491 shares; 2025Q4: 53,715 shares; 2026Q1: 52,413 shares; 2026Q2: 48,339 shares 48,339 $7.17M 0.58% -4,074 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: 101,673 shares; 2024Q4: 98,824 shares; 2025Q1: 98,060 shares; 2025Q2: 97,684 shares; 2025Q3: 96,743 shares; 2025Q4: 104,296 shares; 2026Q1: 106,511 shares; 2026Q2: 140,849 shares 140,849 $7.07M 0.57% +34,338 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: 19,711 shares; 2024Q4: 20,032 shares; 2025Q1: 19,720 shares; 2025Q2: 19,897 shares; 2025Q3: 20,050 shares; 2025Q4: 18,983 shares; 2026Q1: 19,784 shares; 2026Q2: 19,479 shares 19,479 $6.96M 0.56% -305 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: 31,284 shares; 2024Q4: 31,220 shares; 2025Q1: 30,691 shares; 2025Q2: 30,936 shares; 2025Q3: 31,457 shares; 2025Q4: 30,766 shares; 2026Q1: 30,303 shares; 2026Q2: 28,954 shares 28,954 $6.9M 0.56% -1,349 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: 6,995 shares; 2024Q4: 7,099 shares; 2025Q1: 6,948 shares; 2025Q2: 7,367 shares; 2025Q3: 7,359 shares; 2025Q4: 7,153 shares; 2026Q1: 6,901 shares; 2026Q2: 6,923 shares 6,923 $6.48M 0.52% +22 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,322 shares; 2024Q4: 74,474 shares; 2025Q1: 73,038 shares; 2025Q2: 73,332 shares; 2025Q3: 74,640 shares; 2025Q4: 76,776 shares; 2026Q1: 82,625 shares; 2026Q2: 98,173 shares 98,173 $6.43M 0.52% +15,548 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: 23,012 shares; 2024Q4: 22,664 shares; 2025Q1: 21,629 shares; 2025Q2: 17,889 shares; 2025Q3: 17,518 shares; 2025Q4: 18,141 shares; 2026Q1: 19,043 shares; 2026Q2: 19,050 shares 19,050 $6.24M 0.5% +7 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: 23,205 shares; 2024Q4: 23,468 shares; 2025Q1: 25,210 shares; 2025Q2: 28,965 shares; 2025Q3: 99,153 shares; 2025Q4: 105,978 shares; 2026Q1: 114,549 shares; 2026Q2: 118,536 shares 118,536 $6.24M 0.5% +3,987 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: 239,834 shares; 2024Q4: 719,554 shares; 2025Q1: 569,402 shares; 2025Q2: 354,731 shares; 2025Q3: 233,894 shares; 2025Q4: 213,140 shares; 2026Q1: 209,828 shares; 2026Q2: 193,921 shares 193,921 $6.15M 0.5% -15,907 Timeline XLRE 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: 187,831 shares; 2024Q4: 198,437 shares; 2025Q1: 194,426 shares; 2025Q2: 199,906 shares; 2025Q3: 209,299 shares; 2025Q4: 168,542 shares; 2026Q1: 123,693 shares; 2026Q2: 136,852 shares 136,852 $6.03M 0.49% +13,159 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: 124,648 shares; 2025Q1: 122,163 shares; 2025Q2: 117,996 shares; 2025Q3: 109,218 shares; 2025Q4: 137,995 shares; 2026Q1: 132,540 shares; 2026Q2: 127,938 shares 127,938 $5.94M 0.48% -4,602 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: 17,300 shares; 2024Q4: 17,236 shares; 2025Q1: 16,034 shares; 2025Q2: 16,340 shares; 2025Q3: 16,396 shares; 2025Q4: 16,226 shares; 2026Q1: 15,977 shares; 2026Q2: 16,483 shares 16,483 $5.82M 0.47% +506 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: 14,540 shares; 2024Q4: 14,622 shares; 2025Q1: 13,959 shares; 2025Q2: 14,277 shares; 2025Q3: 15,806 shares; 2025Q4: 15,425 shares; 2026Q1: 15,719 shares; 2026Q2: 15,580 shares 15,580 $5.81M 0.47% -139 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,836 shares; 2024Q4: 243,683 shares; 2025Q1: 250,362 shares; 2025Q2: 262,413 shares; 2025Q3: 221,998 shares; 2025Q4: 223,419 shares; 2026Q1: 225,255 shares; 2026Q2: 221,030 shares 221,030 $5.64M 0.45% -4,225 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: 43,064 shares; 2024Q4: 58,568 shares; 2025Q1: 61,497 shares; 2025Q2: 62,120 shares; 2025Q3: 66,624 shares; 2025Q4: 73,658 shares; 2026Q1: 82,442 shares; 2026Q2: 108,241 shares 108,241 $5.47M 0.44% +25,799 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 15,506 shares; 2025Q4: 108,924 shares; 2026Q1: 152,645 shares; 2026Q2: 216,406 shares 216,406 $5.45M 0.44% +63,761 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: 7,897 shares; 2024Q4: 16,020 shares; 2025Q1: 16,160 shares; 2025Q2: 16,887 shares; 2025Q3: 16,938 shares; 2025Q4: 15,821 shares; 2026Q1: 15,790 shares; 2026Q2: 15,767 shares 15,767 $5.38M 0.43% -23 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: 42,234 shares; 2024Q4: 44,584 shares; 2025Q1: 45,735 shares; 2025Q2: 43,529 shares; 2025Q3: 44,907 shares; 2025Q4: 57,020 shares; 2026Q1: 63,785 shares; 2026Q2: 76,187 shares 76,187 $5.33M 0.43% +12,402 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: 14,442 shares; 2024Q4: 17,044 shares; 2025Q1: 23,102 shares; 2025Q2: 26,887 shares; 2025Q3: 28,545 shares; 2025Q4: 29,268 shares; 2026Q1: 38,538 shares; 2026Q2: 35,955 shares 35,955 $5.26M 0.42% -2,583 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: 42,307 shares; 2024Q4: 42,331 shares; 2025Q1: 42,419 shares; 2025Q2: 42,426 shares; 2025Q3: 42,432 shares; 2025Q4: 42,185 shares; 2026Q1: 42,191 shares; 2026Q2: 42,198 shares 42,198 $4.95M 0.4% +7 Timeline VONG 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: 61,077 shares; 2024Q4: 63,212 shares; 2025Q1: 44,796 shares; 2025Q2: 44,446 shares; 2025Q3: 42,693 shares; 2025Q4: 43,345 shares; 2026Q1: 42,192 shares; 2026Q2: 38,129 shares 38,129 $4.87M 0.39% -4,063 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: 9,542 shares; 2024Q4: 10,527 shares; 2025Q1: 11,525 shares; 2025Q2: 12,108 shares; 2025Q3: 12,932 shares; 2025Q4: 13,079 shares; 2026Q1: 13,194 shares; 2026Q2: 13,218 shares 13,218 $4.87M 0.39% +24 Timeline FMAT 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: 68,465 shares; 2024Q4: 84,635 shares; 2025Q1: 94,857 shares; 2025Q2: 73,989 shares; 2025Q3: 73,922 shares; 2025Q4: 75,234 shares; 2026Q1: 81,285 shares; 2026Q2: 82,086 shares 82,086 $4.8M 0.39% +801 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: 120,876 shares; 2024Q4: 121,837 shares; 2025Q1: 119,463 shares; 2025Q2: 120,189 shares; 2025Q3: 117,090 shares; 2025Q4: 114,144 shares; 2026Q1: 68,742 shares; 2026Q2: 42,269 shares 42,269 $4.66M 0.38% -26,473 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: 8,970 shares; 2024Q4: 8,931 shares; 2025Q1: 8,731 shares; 2025Q2: 11,378 shares; 2025Q3: 11,836 shares; 2025Q4: 12,292 shares; 2026Q1: 12,141 shares; 2026Q2: 12,487 shares 12,487 $4.62M 0.37% +346 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,711 shares; 2024Q4: 101,500 shares; 2025Q1: 68,806 shares; 2025Q2: 70,527 shares; 2025Q3: 54,006 shares; 2025Q4: 55,263 shares; 2026Q1: 53,869 shares; 2026Q2: 84,242 shares 84,242 $4.6M 0.37% +30,373 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: 25,003 shares; 2024Q4: 24,927 shares; 2025Q1: 24,640 shares; 2025Q2: 24,153 shares; 2025Q3: 24,071 shares; 2025Q4: 24,072 shares; 2026Q1: 24,344 shares; 2026Q2: 24,163 shares 24,163 $4.48M 0.36% -181 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: 23,077 shares; 2024Q4: 48,322 shares; 2025Q1: 66,520 shares; 2025Q2: 81,629 shares; 2025Q3: 87,915 shares; 2025Q4: 89,344 shares; 2026Q1: 108,479 shares; 2026Q2: 115,799 shares 115,799 $4.26M 0.34% +7,320 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: 17,628 shares; 2024Q4: 17,215 shares; 2025Q1: 16,981 shares; 2025Q2: 22,302 shares; 2025Q3: 20,797 shares; 2025Q4: 20,060 shares; 2026Q1: 19,202 shares; 2026Q2: 18,274 shares 18,274 $4.18M 0.34% -928 Timeline VSS 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: 28,288 shares; 2024Q4: 27,828 shares; 2025Q1: 26,734 shares; 2025Q2: 26,711 shares; 2025Q3: 26,459 shares; 2025Q4: 26,612 shares; 2026Q1: 26,753 shares; 2026Q2: 27,031 shares 27,031 $4.17M 0.34% +278 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,360 shares; 2024Q4: 53,703 shares; 2025Q1: 50,419 shares; 2025Q2: 54,582 shares; 2025Q3: 54,664 shares; 2025Q4: 61,146 shares; 2026Q1: 72,974 shares; 2026Q2: 96,957 shares 96,957 $4.17M 0.34% +23,983 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: 19,280 shares; 2024Q4: 18,794 shares; 2025Q1: 19,059 shares; 2025Q2: 17,682 shares; 2025Q3: 17,681 shares; 2025Q4: 17,042 shares; 2026Q1: 16,458 shares; 2026Q2: 16,212 shares 16,212 $4.12M 0.33% -246 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,119 shares; 2024Q4: 24,590 shares; 2025Q1: 25,658 shares; 2025Q2: 29,331 shares; 2025Q3: 35,557 shares; 2025Q4: 39,845 shares; 2026Q1: 48,463 shares; 2026Q2: 65,745 shares 65,745 $4.08M 0.33% +17,282 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: 46,665 shares; 2024Q4: 46,503 shares; 2025Q1: 45,587 shares; 2025Q2: 44,538 shares; 2025Q3: 42,315 shares; 2025Q4: 42,833 shares; 2026Q1: 43,480 shares; 2026Q2: 41,422 shares 41,422 $4.07M 0.33% -2,058 Timeline FVAL 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: 3,495 shares; 2024Q4: 3,508 shares; 2025Q1: 5,440 shares; 2025Q2: 5,461 shares; 2025Q3: 10,755 shares; 2025Q4: 10,807 shares; 2026Q1: 12,259 shares; 2026Q2: 50,093 shares 50,093 $3.9M 0.31% +37,834 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: 8,955 shares; 2024Q4: 8,568 shares; 2025Q1: 8,591 shares; 2025Q2: 8,591 shares; 2025Q3: 9,353 shares; 2025Q4: 9,824 shares; 2026Q1: 12,461 shares; 2026Q2: 14,267 shares 14,267 $3.9M 0.31% +1,806 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: 4,095 shares; 2024Q4: 4,036 shares; 2025Q1: 3,614 shares; 2025Q2: 3,675 shares; 2025Q3: 3,338 shares; 2025Q4: 3,339 shares; 2026Q1: 3,185 shares; 2026Q2: 3,249 shares 3,249 $3.9M 0.31% +64 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,782 shares; 2024Q4: 6,729 shares; 2025Q1: 7,531 shares; 2025Q2: 11,699 shares; 2025Q3: 13,571 shares; 2025Q4: 14,016 shares; 2026Q1: 14,408 shares; 2026Q2: 15,596 shares 15,596 $3.78M 0.3% +1,188 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: 8,541 shares; 2024Q4: 8,528 shares; 2025Q1: 8,072 shares; 2025Q2: 8,028 shares; 2025Q3: 7,915 shares; 2025Q4: 7,896 shares; 2026Q1: 7,756 shares; 2026Q2: 29,088 shares 29,088 $3.61M 0.29% +21,332 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,578 shares; 2024Q4: 15,659 shares; 2025Q1: 15,604 shares; 2025Q2: 14,490 shares; 2025Q3: 15,136 shares; 2025Q4: 15,177 shares; 2026Q1: 15,525 shares; 2026Q2: 15,751 shares 15,751 $3.55M 0.29% +226 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: 2,364 shares; 2024Q4: 2,368 shares; 2025Q1: 2,133 shares; 2025Q2: 2,048 shares; 2025Q3: 6,910 shares; 2025Q4: 11,236 shares; 2026Q1: 10,442 shares; 2026Q2: 12,232 shares 12,232 $3.49M 0.28% +1,790 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: 4,042 shares; 2024Q4: 4,043 shares; 2025Q1: 3,707 shares; 2025Q2: 3,382 shares; 2025Q3: 4,601 shares; 2025Q4: 4,034 shares; 2026Q1: 3,072 shares; 2026Q2: 2,948 shares 2,948 $3.4M 0.27% -124 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: 27,213 shares; 2024Q4: 26,237 shares; 2025Q1: 26,285 shares; 2025Q2: 25,240 shares; 2025Q3: 24,923 shares; 2025Q4: 24,334 shares; 2026Q1: 25,236 shares; 2026Q2: 24,436 shares 24,436 $3.36M 0.27% -800 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,985 shares; 2024Q4: 46,382 shares; 2025Q1: 45,656 shares; 2025Q2: 47,013 shares; 2025Q3: 49,547 shares; 2025Q4: 50,635 shares; 2026Q1: 55,105 shares; 2026Q2: 65,011 shares 65,011 $3.28M 0.26% +9,906 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: 8,459 shares; 2024Q4: 8,508 shares; 2025Q1: 8,671 shares; 2025Q2: 8,986 shares; 2025Q3: 9,088 shares; 2025Q4: 9,239 shares; 2026Q1: 9,929 shares; 2026Q2: 40,033 shares 40,033 $3.23M 0.26% +30,104 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: 7,334 shares; 2024Q4: 7,381 shares; 2025Q1: 7,457 shares; 2025Q2: 8,001 shares; 2025Q3: 7,638 shares; 2025Q4: 7,540 shares; 2026Q1: 7,591 shares; 2026Q2: 7,510 shares 7,510 $3.16M 0.25% -81 Timeline PRF 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: 15,669 shares; 2024Q4: 15,676 shares; 2025Q1: 15,178 shares; 2025Q2: 32,129 shares; 2025Q3: 40,149 shares; 2025Q4: 49,018 shares; 2026Q1: 53,226 shares; 2026Q2: 56,017 shares 56,017 $3.03M 0.24% +2,791 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,030 shares; 2024Q4: 34,156 shares; 2025Q1: 31,621 shares; 2025Q2: 31,214 shares; 2025Q3: 33,291 shares; 2025Q4: 34,028 shares; 2026Q1: 32,081 shares; 2026Q2: 31,918 shares 31,918 $2.98M 0.24% -163 Timeline IGHG 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: 2,772 shares; 2025Q3: 10,992 shares; 2025Q4: 42,891 shares; 2026Q1: 38,675 shares; 2026Q2: 37,491 shares 37,491 $2.94M 0.24% -1,184 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: 44,466 shares; 2024Q4: 43,692 shares; 2025Q1: 41,397 shares; 2025Q2: 42,018 shares; 2025Q3: 36,254 shares; 2025Q4: 62,473 shares; 2026Q1: 62,112 shares; 2026Q2: 54,537 shares 54,537 $2.9M 0.23% -7,575 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 42,658 shares; 2026Q1: 45,903 shares; 2026Q2: 57,386 shares 57,386 $2.87M 0.23% +11,483 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: 14,091 shares; 2024Q4: 13,931 shares; 2025Q1: 12,137 shares; 2025Q2: 12,692 shares; 2025Q3: 77,966 shares; 2025Q4: 74,054 shares; 2026Q1: 70,116 shares; 2026Q2: 57,993 shares 57,993 $2.83M 0.23% -12,123 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: 2,894 shares; 2024Q4: 2,895 shares; 2025Q1: 2,897 shares; 2025Q2: 5,505 shares; 2025Q3: 6,528 shares; 2025Q4: 8,260 shares; 2026Q1: 9,383 shares; 2026Q2: 10,439 shares 10,439 $2.81M 0.23% +1,056 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: 32,864 shares; 2024Q4: 33,190 shares; 2025Q1: 34,528 shares; 2025Q2: 33,410 shares; 2025Q3: 33,515 shares; 2025Q4: 33,503 shares; 2026Q1: 33,574 shares; 2026Q2: 33,603 shares 33,603 $2.73M 0.22% +29 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: 27,830 shares; 2024Q4: 28,015 shares; 2025Q1: 26,760 shares; 2025Q2: 46,151 shares; 2025Q3: 21,705 shares; 2025Q4: 19,669 shares; 2026Q1: 21,023 shares; 2026Q2: 21,067 shares 21,067 $2.7M 0.22% +44 Timeline XMMO 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: 14,098 shares; 2024Q4: 15,201 shares; 2025Q1: 15,730 shares; 2025Q2: 15,881 shares; 2025Q3: 15,892 shares; 2025Q4: 15,744 shares; 2026Q1: 15,150 shares; 2026Q2: 15,578 shares 15,578 $2.65M 0.21% +428 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: 32,275 shares; 2024Q4: 32,931 shares; 2025Q1: 23,846 shares; 2025Q2: 16,668 shares; 2025Q3: 13,692 shares; 2025Q4: 12,001 shares; 2026Q1: 11,301 shares; 2026Q2: 11,147 shares 11,147 $2.64M 0.21% -154 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: 23,875 shares; 2024Q4: 24,084 shares; 2025Q1: 23,339 shares; 2025Q2: 23,993 shares; 2025Q3: 24,259 shares; 2025Q4: 23,642 shares; 2026Q1: 23,772 shares; 2026Q2: 22,883 shares 22,883 $2.59M 0.21% -889 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: 4,846 shares; 2024Q4: 5,533 shares; 2025Q1: 5,068 shares; 2025Q2: 4,991 shares; 2025Q3: 4,963 shares; 2025Q4: 4,889 shares; 2026Q1: 5,125 shares; 2026Q2: 5,058 shares 5,058 $2.58M 0.21% -67 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: 8,088 shares; 2024Q4: 8,210 shares; 2025Q1: 8,358 shares; 2025Q2: 8,292 shares; 2025Q3: 11,467 shares; 2025Q4: 23,014 shares; 2026Q1: 23,954 shares; 2026Q2: 21,692 shares 21,692 $2.54M 0.21% -2,262 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: 19,051 shares; 2024Q4: 19,329 shares; 2025Q1: 19,177 shares; 2025Q2: 19,203 shares; 2025Q3: 20,246 shares; 2025Q4: 20,443 shares; 2026Q1: 20,731 shares; 2026Q2: 20,048 shares 20,048 $2.54M 0.2% -683 Timeline FYC 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: 19,476 shares; 2025Q3: 19,473 shares; 2025Q4: 19,194 shares; 2026Q1: 19,637 shares; 2026Q2: 19,569 shares 19,569 $2.49M 0.2% -68 Timeline NANR 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: 24,516 shares; 2026Q2: 32,348 shares 32,348 $2.44M 0.2% +7,832 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,809 shares; 2024Q4: 4,671 shares; 2025Q1: 4,427 shares; 2025Q2: 4,431 shares; 2025Q3: 4,394 shares; 2025Q4: 4,177 shares; 2026Q1: 3,892 shares; 2026Q2: 3,399 shares 3,399 $2.42M 0.2% -493 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: 7,004 shares; 2024Q4: 6,972 shares; 2025Q1: 6,831 shares; 2025Q2: 7,113 shares; 2025Q3: 7,279 shares; 2025Q4: 14,571 shares; 2026Q1: 13,781 shares; 2026Q2: 12,612 shares 12,612 $2.4M 0.19% -1,169 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: 11,045 shares; 2024Q4: 10,167 shares; 2025Q1: 8,910 shares; 2025Q2: 7,285 shares; 2025Q3: 7,218 shares; 2025Q4: 6,746 shares; 2026Q1: 6,650 shares; 2026Q2: 6,529 shares 6,529 $2.3M 0.19% -121 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: 17,012 shares; 2024Q4: 15,854 shares; 2025Q1: 15,496 shares; 2025Q2: 15,034 shares; 2025Q3: 15,052 shares; 2025Q4: 14,808 shares; 2026Q1: 13,545 shares; 2026Q2: 13,423 shares 13,423 $2.23M 0.18% -122 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: 6,652 shares; 2024Q4: 6,778 shares; 2025Q1: 6,739 shares; 2025Q2: 6,366 shares; 2025Q3: 6,244 shares; 2025Q4: 6,082 shares; 2026Q1: 6,041 shares; 2026Q2: 5,893 shares 5,893 $2.2M 0.18% -148 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: 8,587 shares; 2024Q4: 12,152 shares; 2025Q1: 16,544 shares; 2025Q2: 23,332 shares; 2025Q3: 30,909 shares; 2025Q4: 35,336 shares; 2026Q1: 39,713 shares; 2026Q2: 25,623 shares 25,623 $2.12M 0.17% -14,090 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 6,314 shares; 2025Q1: 6,240 shares; 2025Q2: 6,163 shares; 2025Q3: 5,901 shares; 2025Q4: 5,686 shares; 2026Q1: 5,531 shares; 2026Q2: 5,152 shares 5,152 $2.1M 0.17% -379 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: 138,657 shares; 2024Q4: 136,372 shares; 2025Q1: 134,622 shares; 2025Q2: 132,336 shares; 2025Q3: 137,774 shares; 2025Q4: 136,883 shares; 2026Q1: 131,669 shares; 2026Q2: 42,418 shares 42,418 $2.1M 0.17% -89,251 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,211 shares; 2026Q1: 24,855 shares; 2026Q2: 26,079 shares 26,079 $2.07M 0.17% +1,224 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: 13,875 shares; 2024Q4: 13,915 shares; 2025Q1: 12,557 shares; 2025Q2: 10,889 shares; 2025Q3: 10,574 shares; 2025Q4: 9,646 shares; 2026Q1: 6,461 shares; 2026Q2: 5,931 shares 5,931 $2.03M 0.16% -530 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: 6,678 shares; 2024Q4: 6,815 shares; 2025Q1: 6,750 shares; 2025Q2: 6,755 shares; 2025Q3: 6,757 shares; 2025Q4: 6,830 shares; 2026Q1: 7,002 shares; 2026Q2: 7,048 shares 7,048 $1.98M 0.16% +46 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: 30,150 shares; 2025Q1: 27,803 shares; 2025Q2: 26,816 shares; 2025Q3: 24,973 shares; 2025Q4: 32,362 shares; 2026Q1: 31,869 shares; 2026Q2: 31,248 shares 31,248 $1.95M 0.16% -621 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: 28,123 shares; 2024Q4: 27,976 shares; 2025Q1: 27,082 shares; 2025Q2: 27,127 shares; 2025Q3: 26,318 shares; 2025Q4: 26,205 shares; 2026Q1: 25,519 shares; 2026Q2: 25,601 shares 25,601 $1.94M 0.16% +82 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: 7,436 shares; 2024Q4: 7,505 shares; 2025Q1: 7,509 shares; 2025Q2: 7,853 shares; 2025Q3: 7,646 shares; 2025Q4: 7,657 shares; 2026Q1: 7,639 shares; 2026Q2: 7,683 shares 7,683 $1.93M 0.16% +44 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: 64,684 shares; 2024Q4: 62,759 shares; 2025Q1: 58,489 shares; 2025Q2: 45,422 shares; 2025Q3: 42,894 shares; 2025Q4: 42,929 shares; 2026Q1: 39,836 shares; 2026Q2: 31,636 shares 31,636 $1.92M 0.16% -8,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,745 shares; 2026Q2: 7,551 shares 7,551 $1.9M 0.15% +2,806 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: 7,834 shares; 2025Q4: 12,822 shares; 2026Q1: 14,983 shares; 2026Q2: 16,059 shares 16,059 $1.86M 0.15% +1,076 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,850 shares; 2024Q4: 178,362 shares; 2025Q1: 99,462 shares; 2025Q2: 104,810 shares; 2025Q3: 94,729 shares; 2025Q4: 82,846 shares; 2026Q1: 36,723 shares; 2026Q2: 35,627 shares 35,627 $1.8M 0.15% -1,096 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: 16,593 shares; 2024Q4: 16,914 shares; 2025Q1: 16,865 shares; 2025Q2: 20,407 shares; 2025Q3: 22,232 shares; 2025Q4: 44,957 shares; 2026Q1: 41,907 shares; 2026Q2: 39,126 shares 39,126 $1.77M 0.14% -2,781 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: 4,738 shares; 2024Q4: 4,702 shares; 2025Q1: 4,606 shares; 2025Q2: 4,610 shares; 2025Q3: 4,543 shares; 2025Q4: 4,387 shares; 2026Q1: 4,283 shares; 2026Q2: 4,278 shares 4,278 $1.75M 0.14% -5 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: 29,153 shares; 2024Q4: 28,367 shares; 2025Q1: 28,223 shares; 2025Q2: 27,712 shares; 2025Q3: 27,825 shares; 2025Q4: 27,568 shares; 2026Q1: 26,518 shares; 2026Q2: 28,782 shares 28,782 $1.72M 0.14% +2,264 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: 24,645 shares; 2024Q4: 24,297 shares; 2025Q1: 23,937 shares; 2025Q2: 24,194 shares; 2025Q3: 24,075 shares; 2025Q4: 23,697 shares; 2026Q1: 23,701 shares; 2026Q2: 23,710 shares 23,710 $1.71M 0.14% +9 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,309 shares; 2024Q4: 39,225 shares; 2025Q1: 39,109 shares; 2025Q2: 38,041 shares; 2025Q3: 38,431 shares; 2025Q4: 39,927 shares; 2026Q1: 39,850 shares; 2026Q2: 41,581 shares 41,581 $1.69M 0.14% +1,731 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,598 shares; 2024Q4: 32,408 shares; 2025Q1: 34,100 shares; 2025Q2: 32,678 shares; 2025Q3: 32,442 shares; 2025Q4: 36,413 shares; 2026Q1: 34,484 shares; 2026Q2: 27,832 shares 27,832 $1.68M 0.14% -6,652 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: 1,913 shares; 2024Q4: 1,856 shares; 2025Q1: not reported; 2025Q2: 1,846 shares; 2025Q3: 2,663 shares; 2025Q4: 3,366 shares; 2026Q1: 3,025 shares; 2026Q2: 2,704 shares 2,704 $1.57M 0.13% -321 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: 10,023 shares; 2024Q4: 10,037 shares; 2025Q1: 10,003 shares; 2025Q2: 10,023 shares; 2025Q3: 10,085 shares; 2025Q4: 9,965 shares; 2026Q1: 9,992 shares; 2026Q2: 8,422 shares 8,422 $1.56M 0.13% -1,570 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: 10,191 shares; 2024Q4: 10,074 shares; 2025Q1: 10,027 shares; 2025Q2: 10,029 shares; 2025Q3: 11,530 shares; 2025Q4: 11,495 shares; 2026Q1: 11,497 shares; 2026Q2: 11,250 shares 11,250 $1.54M 0.12% -247 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: 3,766 shares; 2024Q4: 4,822 shares; 2025Q1: 4,922 shares; 2025Q2: 4,964 shares; 2025Q3: 5,003 shares; 2025Q4: 5,044 shares; 2026Q1: 4,819 shares; 2026Q2: 4,184 shares 4,184 $1.53M 0.12% -635 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: 4,581 shares; 2024Q4: 4,597 shares; 2025Q1: 4,644 shares; 2025Q2: 4,666 shares; 2025Q3: 4,687 shares; 2025Q4: 4,708 shares; 2026Q1: 4,645 shares; 2026Q2: 4,664 shares 4,664 $1.47M 0.12% +19 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: 14,595 shares; 2024Q4: 13,965 shares; 2025Q1: 13,465 shares; 2025Q2: 13,462 shares; 2025Q3: 13,517 shares; 2025Q4: 12,677 shares; 2026Q1: 11,399 shares; 2026Q2: 15,153 shares 15,153 $1.46M 0.12% +3,754 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: 11,203 shares; 2024Q4: 11,367 shares; 2025Q1: 6,886 shares; 2025Q2: 6,545 shares; 2025Q3: 6,308 shares; 2025Q4: 6,207 shares; 2026Q1: 6,086 shares; 2026Q2: 5,988 shares 5,988 $1.45M 0.12% -98 Timeline FXO 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: 24,206 shares; 2024Q4: 25,626 shares; 2025Q1: 26,081 shares; 2025Q2: 24,602 shares; 2025Q3: 24,317 shares; 2025Q4: 22,844 shares; 2026Q1: 23,203 shares; 2026Q2: 22,841 shares 22,841 $1.43M 0.12% -362 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: 1,933 shares; 2024Q4: 1,937 shares; 2025Q1: 1,867 shares; 2025Q2: 4,228 shares; 2025Q3: 5,469 shares; 2025Q4: 5,506 shares; 2026Q1: 5,975 shares; 2026Q2: 5,857 shares 5,857 $1.42M 0.11% -118 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: 5,824 shares; 2025Q4: 8,168 shares; 2026Q1: 8,847 shares; 2026Q2: 8,463 shares 8,463 $1.4M 0.11% -384 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: 28,484 shares; 2024Q4: 18,228 shares; 2025Q1: 20,444 shares; 2025Q2: 21,381 shares; 2025Q3: 35,141 shares; 2025Q4: 34,955 shares; 2026Q1: 32,773 shares; 2026Q2: 32,200 shares 32,200 $1.36M 0.11% -573 Timeline AVDV 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: 10,805 shares; 2024Q4: 10,760 shares; 2025Q1: 10,760 shares; 2025Q2: 10,860 shares; 2025Q3: 11,237 shares; 2025Q4: 11,844 shares; 2026Q1: 13,226 shares; 2026Q2: 13,021 shares 13,021 $1.34M 0.11% -205 Timeline FAD 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: 6,383 shares; 2025Q3: 6,281 shares; 2025Q4: 6,132 shares; 2026Q1: 6,481 shares; 2026Q2: 6,704 shares 6,704 $1.34M 0.11% +223 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: 11,831 shares; 2024Q4: 11,942 shares; 2025Q1: 11,682 shares; 2025Q2: 11,347 shares; 2025Q3: 11,290 shares; 2025Q4: 10,563 shares; 2026Q1: 10,682 shares; 2026Q2: 10,773 shares 10,773 $1.28M 0.1% +91 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,868 shares; 2024Q4: 33,961 shares; 2025Q1: 35,191 shares; 2025Q2: 30,948 shares; 2025Q3: 30,036 shares; 2025Q4: 30,038 shares; 2026Q1: 29,960 shares; 2026Q2: 29,186 shares 29,186 $1.26M 0.1% -774 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: 32,761 shares; 2024Q4: 32,501 shares; 2025Q1: 32,576 shares; 2025Q2: 32,665 shares; 2025Q3: 32,786 shares; 2025Q4: 31,376 shares; 2026Q1: 31,343 shares; 2026Q2: 29,228 shares 29,228 $1.22M 0.1% -2,115 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: 22,307 shares; 2024Q4: 22,526 shares; 2025Q1: 22,148 shares; 2025Q2: 21,255 shares; 2025Q3: 13,092 shares; 2025Q4: 8,619 shares; 2026Q1: 7,804 shares; 2026Q2: 7,648 shares 7,648 $1.21M 0.1% -156 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: 24,193 shares; 2025Q3: 24,272 shares; 2025Q4: 24,457 shares; 2026Q1: 24,504 shares; 2026Q2: 24,567 shares 24,567 $1.21M 0.1% +63 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: 23,742 shares; 2024Q4: 23,746 shares; 2025Q1: 23,519 shares; 2025Q2: 23,295 shares; 2025Q3: 23,341 shares; 2025Q4: 23,266 shares; 2026Q1: 23,841 shares; 2026Q2: 23,577 shares 23,577 $1.17M 0.09% -264 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: 10,570 shares; 2024Q4: 10,753 shares; 2025Q1: 10,798 shares; 2025Q2: 10,756 shares; 2025Q3: 11,067 shares; 2025Q4: 12,049 shares; 2026Q1: 13,567 shares; 2026Q2: 13,738 shares 13,738 $1.17M 0.09% +171 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: 24,355 shares; 2024Q4: 24,809 shares; 2025Q1: 26,313 shares; 2025Q2: 26,654 shares; 2025Q3: 27,087 shares; 2025Q4: 26,105 shares; 2026Q1: 21,940 shares; 2026Q2: 21,579 shares 21,579 $1.16M 0.09% -361 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,482 shares; 2024Q4: 9,714 shares; 2025Q1: 12,970 shares; 2025Q2: 22,675 shares; 2025Q3: 29,605 shares; 2025Q4: 35,999 shares; 2026Q1: 40,062 shares; 2026Q2: 42,297 shares 42,297 $1.14M 0.09% +2,235 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: 13,495 shares; 2024Q4: 13,395 shares; 2025Q1: 13,623 shares; 2025Q2: 26,586 shares; 2025Q3: 26,302 shares; 2025Q4: 26,179 shares; 2026Q1: 23,585 shares; 2026Q2: 20,910 shares 20,910 $1.08M 0.09% -2,675 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: 988 shares; 2024Q4: 1,064 shares; 2025Q1: 1,026 shares; 2025Q2: 1,062 shares; 2025Q3: 1,069 shares; 2025Q4: 1,072 shares; 2026Q1: 1,049 shares; 2026Q2: 1,519 shares 1,519 $1.07M 0.09% +470 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: 3,410 shares; 2024Q4: 3,514 shares; 2025Q1: 3,306 shares; 2025Q2: 3,116 shares; 2025Q3: 3,166 shares; 2025Q4: 2,457 shares; 2026Q1: 2,909 shares; 2026Q2: 2,816 shares 2,816 $1.06M 0.09% -93 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,854 shares; 2024Q4: 25,994 shares; 2025Q1: 24,130 shares; 2025Q2: 23,895 shares; 2025Q3: 23,646 shares; 2025Q4: 23,697 shares; 2026Q1: 23,840 shares; 2026Q2: 22,705 shares 22,705 $1.06M 0.09% -1,135 Timeline FHLC 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: 4,253 shares; 2024Q4: 3,137 shares; 2025Q1: 3,755 shares; 2025Q2: 5,076 shares; 2025Q3: 6,462 shares; 2025Q4: 9,311 shares; 2026Q1: 11,860 shares; 2026Q2: 12,906 shares 12,906 $997K 0.08% +1,046 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: 5,634 shares; 2024Q4: 5,683 shares; 2025Q1: 5,581 shares; 2025Q2: 5,594 shares; 2025Q3: 5,657 shares; 2025Q4: 6,801 shares; 2026Q1: 6,647 shares; 2026Q2: 6,697 shares 6,697 $982K 0.08% +50 Timeline PFEB 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: 66,447 shares; 2024Q4: not reported; 2025Q1: 24,383 shares; 2025Q2: 24,037 shares; 2025Q3: 23,338 shares; 2025Q4: 22,665 shares; 2026Q1: 22,905 shares; 2026Q2: 22,595 shares 22,595 $973K 0.08% -310 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: 10,044 shares; 2024Q4: 10,159 shares; 2025Q1: 7,421 shares; 2025Q2: 7,470 shares; 2025Q3: 8,680 shares; 2025Q4: 8,635 shares; 2026Q1: 8,496 shares; 2026Q2: 8,801 shares 8,801 $971K 0.08% +305 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: 6,818 shares; 2024Q4: 6,689 shares; 2025Q1: 6,325 shares; 2025Q2: 6,334 shares; 2025Q3: 6,342 shares; 2025Q4: 6,309 shares; 2026Q1: 6,306 shares; 2026Q2: 6,900 shares 6,900 $966K 0.08% +594 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: 6,015 shares; 2024Q4: 5,741 shares; 2025Q1: 5,563 shares; 2025Q2: 5,529 shares; 2025Q3: 5,461 shares; 2025Q4: 5,441 shares; 2026Q1: 5,186 shares; 2026Q2: 4,219 shares 4,219 $958K 0.08% -967 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: 389,193 shares; 2024Q4: 397,080 shares; 2025Q1: 404,011 shares; 2025Q2: 419,910 shares; 2025Q3: 440,417 shares; 2025Q4: 460,405 shares; 2026Q1: 507,657 shares; 2026Q2: 20,931 shares 20,931 $952K 0.08% -486,726 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: 4,325 shares; 2024Q4: 4,207 shares; 2025Q1: 4,017 shares; 2025Q2: 4,163 shares; 2025Q3: 4,159 shares; 2025Q4: 4,159 shares; 2026Q1: 4,164 shares; 2026Q2: 4,369 shares 4,369 $946K 0.08% +205 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: 694 shares; 2024Q4: 696 shares; 2025Q1: 686 shares; 2025Q2: 688 shares; 2025Q3: 689 shares; 2025Q4: 690 shares; 2026Q1: 795 shares; 2026Q2: 882 shares 882 $939K 0.08% +87 Timeline VOT 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: 3,079 shares; 2024Q4: 3,082 shares; 2025Q1: 3,117 shares; 2025Q2: 3,348 shares; 2025Q3: 3,333 shares; 2025Q4: 3,387 shares; 2026Q1: 3,504 shares; 2026Q2: 3,061 shares 3,061 $938K 0.08% -443 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: 2,991 shares; 2024Q4: 3,015 shares; 2025Q1: 2,945 shares; 2025Q2: 2,956 shares; 2025Q3: 2,956 shares; 2025Q4: 2,945 shares; 2026Q1: 3,004 shares; 2026Q2: 3,097 shares 3,097 $931K 0.08% +93 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 960 shares; 2026Q2: 1,240 shares 1,240 $897K 0.07% +280 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: 1,164 shares; 2024Q4: 1,144 shares; 2025Q1: 1,135 shares; 2025Q2: 1,175 shares; 2025Q3: 1,200 shares; 2025Q4: 11,841 shares; 2026Q1: 11,662 shares; 2026Q2: 12,542 shares 12,542 $895K 0.07% +880 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: not reported; 2026Q1: 1,851 shares; 2026Q2: 4,667 shares 4,667 $895K 0.07% +2,816 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: 18,331 shares; 2024Q4: 18,352 shares; 2025Q1: 18,412 shares; 2025Q2: 18,567 shares; 2025Q3: 19,005 shares; 2025Q4: 18,677 shares; 2026Q1: 19,322 shares; 2026Q2: 18,821 shares 18,821 $895K 0.07% -501 Timeline JFLX 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: 4,920 shares; 2025Q4: 6,847 shares; 2026Q1: 17,662 shares; 2026Q2: 17,534 shares 17,534 $884K 0.07% -128 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,633 shares; 2025Q1: 14,434 shares; 2025Q2: 15,402 shares; 2025Q3: 15,257 shares; 2025Q4: 15,605 shares; 2026Q1: not reported; 2026Q2: 18,138 shares 18,138 $881K 0.07% new 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: 3,756 shares; 2024Q4: 3,673 shares; 2025Q1: 3,662 shares; 2025Q2: 1,738 shares; 2025Q3: 1,812 shares; 2025Q4: 2,027 shares; 2026Q1: 2,024 shares; 2026Q2: 2,078 shares 2,078 $864K 0.07% +54 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: 10,477 shares; 2024Q4: 10,464 shares; 2025Q1: 10,167 shares; 2025Q2: 10,202 shares; 2025Q3: 10,204 shares; 2025Q4: 7,008 shares; 2026Q1: 6,291 shares; 2026Q2: 6,732 shares 6,732 $850K 0.07% +441 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: 4,517 shares; 2024Q4: 4,600 shares; 2025Q1: 4,546 shares; 2025Q2: 4,531 shares; 2025Q3: 4,824 shares; 2025Q4: 4,642 shares; 2026Q1: 5,066 shares; 2026Q2: 5,748 shares 5,748 $842K 0.07% +682 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: 5,661 shares; 2025Q4: 6,366 shares; 2026Q1: 6,366 shares; 2026Q2: 20,951 shares 20,951 $831K 0.07% +14,585 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: 7,251 shares; 2024Q4: 7,251 shares; 2025Q1: 7,251 shares; 2025Q2: 5,921 shares; 2025Q3: 12,869 shares; 2025Q4: 12,576 shares; 2026Q1: 11,987 shares; 2026Q2: 10,596 shares 10,596 $820K 0.07% -1,391 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 6,348 shares; 2025Q1: 5,849 shares; 2025Q2: 6,334 shares; 2025Q3: 6,332 shares; 2025Q4: 6,220 shares; 2026Q1: 6,287 shares; 2026Q2: 6,383 shares 6,383 $820K 0.07% +96 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: 58,119 shares; 2024Q4: 59,377 shares; 2025Q1: 38,396 shares; 2025Q2: 35,877 shares; 2025Q3: 36,162 shares; 2025Q4: 37,729 shares; 2026Q1: 44,082 shares; 2026Q2: 17,309 shares 17,309 $810K 0.07% -26,773 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: 818 shares; 2024Q4: 818 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 720 shares; 2026Q1: 769 shares; 2026Q2: 796 shares 796 $805K 0.06% +27 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: 34,562 shares; 2024Q4: 33,512 shares; 2025Q1: 33,237 shares; 2025Q2: 33,398 shares; 2025Q3: 34,101 shares; 2025Q4: 33,891 shares; 2026Q1: 38,127 shares; 2026Q2: 38,161 shares 38,161 $790K 0.06% +34 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: 13,484 shares; 2024Q4: 13,609 shares; 2025Q1: 13,644 shares; 2025Q2: 13,816 shares; 2025Q3: 13,816 shares; 2025Q4: 13,816 shares; 2026Q1: 13,816 shares; 2026Q2: 21,175 shares 21,175 $780K 0.06% +7,359 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: 2,418 shares; 2024Q4: 2,423 shares; 2025Q1: 2,419 shares; 2025Q2: 2,421 shares; 2025Q3: 2,463 shares; 2025Q4: 2,467 shares; 2026Q1: 2,468 shares; 2026Q2: 2,587 shares 2,587 $773K 0.06% +119 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,359 shares; 2026Q1: 25,490 shares; 2026Q2: 18,521 shares 18,521 $767K 0.06% -6,969 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 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: 9,994 shares; 2024Q4: 9,985 shares; 2025Q1: 8,682 shares; 2025Q2: 8,686 shares; 2025Q3: 8,707 shares; 2025Q4: 8,833 shares; 2026Q1: 8,855 shares; 2026Q2: 7,788 shares 7,788 $745K 0.06% -1,067 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,815 shares; 2024Q4: 34,054 shares; 2025Q1: 32,629 shares; 2025Q2: 32,124 shares; 2025Q3: 32,347 shares; 2025Q4: 31,778 shares; 2026Q1: 29,586 shares; 2026Q2: 26,013 shares 26,013 $718K 0.06% -3,573 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: 3,943 shares; 2024Q4: 3,844 shares; 2025Q1: 3,568 shares; 2025Q2: 3,573 shares; 2025Q3: 3,630 shares; 2025Q4: 3,643 shares; 2026Q1: 3,873 shares; 2026Q2: 3,769 shares 3,769 $715K 0.06% -104 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: 872 shares; 2024Q4: 912 shares; 2025Q1: 883 shares; 2025Q2: 959 shares; 2025Q3: 1,045 shares; 2025Q4: 966 shares; 2026Q1: 1,189 shares; 2026Q2: 1,227 shares 1,227 $691K 0.06% +38 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: 5,681 shares; 2024Q4: 5,692 shares; 2025Q1: 4,765 shares; 2025Q2: 4,577 shares; 2025Q3: 4,682 shares; 2025Q4: 4,778 shares; 2026Q1: 5,336 shares; 2026Q2: 5,861 shares 5,861 $688K 0.06% +525 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: 3,488 shares; 2024Q4: 3,494 shares; 2025Q1: 3,502 shares; 2025Q2: 3,509 shares; 2025Q3: 3,516 shares; 2025Q4: 3,284 shares; 2026Q1: 3,290 shares; 2026Q2: 3,289 shares 3,289 $681K 0.05% -1 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: 3,951 shares 3,951 $675K 0.05% new Timeline FENY 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: 8,504 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,066 shares; 2026Q2: 22,712 shares 22,712 $671K 0.05% -2,354 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,051 shares; 2024Q4: 17,185 shares; 2025Q1: 17,322 shares; 2025Q2: 15,246 shares; 2025Q3: 16,278 shares; 2025Q4: 16,146 shares; 2026Q1: 16,007 shares; 2026Q2: 16,070 shares 16,070 $654K 0.05% +63 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,440 shares; 2024Q4: 6,454 shares; 2025Q1: 6,454 shares; 2025Q2: 7,690 shares; 2025Q3: 8,410 shares; 2025Q4: 8,927 shares; 2026Q1: 8,927 shares; 2026Q2: 8,971 shares 8,971 $654K 0.05% +44 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: 6,703 shares; 2024Q4: 6,700 shares; 2025Q1: 6,716 shares; 2025Q2: 6,736 shares; 2025Q3: 6,603 shares; 2025Q4: 4,458 shares; 2026Q1: 4,349 shares; 2026Q2: 4,279 shares 4,279 $651K 0.05% -70 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: 1,470 shares; 2024Q4: 1,490 shares; 2025Q1: 1,437 shares; 2025Q2: 1,557 shares; 2025Q3: 1,566 shares; 2025Q4: 1,547 shares; 2026Q1: 1,413 shares; 2026Q2: 1,762 shares 1,762 $638K 0.05% +349 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: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $624K 0.05% 0 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: 937 shares; 2024Q4: 935 shares; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 938 shares; 2025Q4: 927 shares; 2026Q1: 981 shares; 2026Q2: 963 shares 963 $617K 0.05% -18 Timeline VICR VICOR CORP More: the full row for VICOR 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: 1,808 shares; 2026Q2: 1,608 shares 1,608 $611K 0.05% -200 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,133 shares; 2025Q1: 1,131 shares; 2025Q2: 1,132 shares; 2025Q3: 1,134 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares; 2026Q2: 1,189 shares 1,189 $605K 0.05% -53 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: not reported; 2026Q2: 13,541 shares 13,541 $601K 0.05% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 23,563 shares 23,563 $594K 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,591 shares; 2024Q4: 20,683 shares; 2025Q1: 33,532 shares; 2025Q2: 36,181 shares; 2025Q3: 36,279 shares; 2025Q4: 39,536 shares; 2026Q1: 37,715 shares; 2026Q2: 30,164 shares 30,164 $592K 0.05% -7,551 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: 4,635 shares; 2024Q4: 4,643 shares; 2025Q1: 4,356 shares; 2025Q2: 4,311 shares; 2025Q3: 4,205 shares; 2025Q4: 4,212 shares; 2026Q1: 6,785 shares; 2026Q2: 7,096 shares 7,096 $588K 0.05% +311 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: 1,069 shares; 2024Q4: 1,089 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,269 shares; 2025Q4: 1,244 shares; 2026Q1: 1,306 shares; 2026Q2: 1,370 shares 1,370 $584K 0.05% +64 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: 10,506 shares; 2024Q4: 10,445 shares; 2025Q1: 10,402 shares; 2025Q2: 10,447 shares; 2025Q3: 10,495 shares; 2025Q4: 10,595 shares; 2026Q1: 10,123 shares; 2026Q2: 10,143 shares 10,143 $578K 0.05% +20 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: 13,634 shares; 2024Q4: 16,469 shares; 2025Q1: 15,403 shares; 2025Q2: 15,089 shares; 2025Q3: 14,253 shares; 2025Q4: 14,253 shares; 2026Q1: 14,253 shares; 2026Q2: 14,003 shares 14,003 $573K 0.05% -250 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: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 1,298 shares 1,298 $562K 0.05% +321 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: 13,059 shares; 2024Q4: 12,111 shares; 2025Q1: 11,917 shares; 2025Q2: 25,786 shares; 2025Q3: 27,295 shares; 2025Q4: 30,287 shares; 2026Q1: 30,516 shares; 2026Q2: 30,687 shares 30,687 $549K 0.04% +171 Timeline CWB 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: 5,187 shares; 2024Q4: 5,131 shares; 2025Q1: 4,837 shares; 2025Q2: 4,848 shares; 2025Q3: 4,856 shares; 2025Q4: 4,868 shares; 2026Q1: 5,191 shares; 2026Q2: 5,040 shares 5,040 $543K 0.04% -151 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: not reported; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 407 shares; 2026Q2: 451 shares 451 $530K 0.04% +44 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,404 shares; 2024Q4: 29,233 shares; 2025Q1: 29,826 shares; 2025Q2: 30,783 shares; 2025Q3: 31,530 shares; 2025Q4: 30,055 shares; 2026Q1: 30,705 shares; 2026Q2: 31,029 shares 31,029 $518K 0.04% +324 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: 3,125 shares; 2024Q4: 3,157 shares; 2025Q1: 3,094 shares; 2025Q2: 3,101 shares; 2025Q3: 3,100 shares; 2025Q4: 3,004 shares; 2026Q1: 3,256 shares; 2026Q2: 3,785 shares 3,785 $512K 0.04% +529 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: 3,909 shares; 2024Q4: 4,243 shares; 2025Q1: 4,637 shares; 2025Q2: 4,687 shares; 2025Q3: 5,100 shares; 2025Q4: 4,884 shares; 2026Q1: 4,894 shares; 2026Q2: 4,894 shares 4,894 $511K 0.04% 0 Timeline NFEB 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: 13,210 shares; 2025Q2: 18,773 shares; 2025Q3: 18,021 shares; 2025Q4: 17,893 shares; 2026Q1: 17,800 shares; 2026Q2: 16,844 shares 16,844 $511K 0.04% -956 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: 10,188 shares; 2024Q4: 8,857 shares; 2025Q1: 6,430 shares; 2025Q2: 6,365 shares; 2025Q3: 6,015 shares; 2025Q4: 6,048 shares; 2026Q1: 6,063 shares; 2026Q2: 6,915 shares 6,915 $508K 0.04% +852 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 2,922 shares; 2025Q1: 2,944 shares; 2025Q2: 2,961 shares; 2025Q3: 3,030 shares; 2025Q4: 3,109 shares; 2026Q1: 2,786 shares; 2026Q2: 2,802 shares 2,802 $507K 0.04% +16 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: 1,652 shares; 2024Q4: 1,660 shares; 2025Q1: 1,640 shares; 2025Q2: 1,635 shares; 2025Q3: 1,642 shares; 2025Q4: 1,649 shares; 2026Q1: 1,655 shares; 2026Q2: 1,961 shares 1,961 $501K 0.04% +306 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,010 shares 1,010 $500K 0.04% +2 Timeline JPRE 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: 8,911 shares; 2024Q4: 8,976 shares; 2025Q1: 9,016 shares; 2025Q2: 9,070 shares; 2025Q3: 9,123 shares; 2025Q4: 9,210 shares; 2026Q1: 9,239 shares; 2026Q2: 9,292 shares 9,292 $485K 0.04% +53 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: 500 shares 500 $483K 0.04% new 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: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,535 shares; 2025Q2: 1,449 shares; 2025Q3: 1,513 shares; 2025Q4: 939 shares; 2026Q1: 1,285 shares; 2026Q2: 1,011 shares 1,011 $483K 0.04% -274 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,430 shares; 2025Q3: 5,722 shares; 2025Q4: 5,794 shares; 2026Q1: 7,957 shares; 2026Q2: 8,117 shares 8,117 $479K 0.04% +160 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: 1,392 shares; 2024Q4: 1,518 shares; 2025Q1: 1,248 shares; 2025Q2: 1,269 shares; 2025Q3: 1,234 shares; 2025Q4: 1,233 shares; 2026Q1: 1,234 shares; 2026Q2: 1,574 shares 1,574 $477K 0.04% +340 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: 5,264 shares; 2025Q4: 5,264 shares; 2026Q1: 5,264 shares; 2026Q2: 5,264 shares 5,264 $466K 0.04% 0 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: 1,758 shares; 2024Q4: 1,841 shares; 2025Q1: 1,777 shares; 2025Q2: 1,767 shares; 2025Q3: 1,772 shares; 2025Q4: 1,641 shares; 2026Q1: 1,669 shares; 2026Q2: 1,704 shares 1,704 $464K 0.04% +35 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: 1,065 shares; 2025Q3: 1,110 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 5,202 shares 5,202 $457K 0.04% +4,162 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 4,043 shares; 2025Q1: 4,043 shares; 2025Q2: 4,043 shares; 2025Q3: 4,043 shares; 2025Q4: 4,043 shares; 2026Q1: 4,043 shares; 2026Q2: 4,043 shares 4,043 $449K 0.04% 0 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: 3,167 shares 3,167 $442K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,307 shares 3,307 $441K 0.04% new 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: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 2,933 shares; 2026Q1: 2,933 shares; 2026Q2: 2,933 shares 2,933 $440K 0.04% 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: 4,825 shares; 2024Q4: 5,218 shares; 2025Q1: 5,212 shares; 2025Q2: 5,696 shares; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares; 2026Q1: 5,834 shares; 2026Q2: 5,605 shares 5,605 $423K 0.03% -229 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 7,378 shares; 2025Q1: 7,439 shares; 2025Q2: 7,514 shares; 2025Q3: 7,575 shares; 2025Q4: 7,271 shares; 2026Q1: 7,332 shares; 2026Q2: 7,434 shares 7,434 $419K 0.03% +102 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: 7,192 shares; 2024Q4: 6,531 shares; 2025Q1: 5,670 shares; 2025Q2: 5,961 shares; 2025Q3: 5,263 shares; 2025Q4: 5,288 shares; 2026Q1: 4,631 shares; 2026Q2: 4,341 shares 4,341 $419K 0.03% -290 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: 5,725 shares; 2024Q4: 5,713 shares; 2025Q1: 5,123 shares; 2025Q2: 5,052 shares; 2025Q3: 5,110 shares; 2025Q4: 4,975 shares; 2026Q1: 5,094 shares; 2026Q2: 4,599 shares 4,599 $417K 0.03% -495 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: 3,023 shares; 2024Q4: 3,027 shares; 2025Q1: 2,911 shares; 2025Q2: 2,913 shares; 2025Q3: 2,914 shares; 2025Q4: 2,916 shares; 2026Q1: 3,656 shares; 2026Q2: 3,137 shares 3,137 $413K 0.03% -519 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,513 shares; 2025Q1: 2,518 shares; 2025Q2: 2,522 shares; 2025Q3: 2,654 shares; 2025Q4: 2,660 shares; 2026Q1: 2,540 shares; 2026Q2: 2,544 shares 2,544 $411K 0.03% +4 Timeline DSTL 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: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares; 2026Q2: 6,794 shares 6,794 $407K 0.03% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,919 shares; 2024Q4: 9,820 shares; 2025Q1: 9,524 shares; 2025Q2: 9,407 shares; 2025Q3: 8,060 shares; 2025Q4: 7,105 shares; 2026Q1: 7,239 shares; 2026Q2: 7,962 shares 7,962 $406K 0.03% +723 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: 8,784 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,784 shares 8,784 $404K 0.03% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,293 shares; 2024Q4: 5,232 shares; 2025Q1: 5,236 shares; 2025Q2: 5,378 shares; 2025Q3: 5,384 shares; 2025Q4: 5,340 shares; 2026Q1: 4,244 shares; 2026Q2: 3,868 shares 3,868 $399K 0.03% -376 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: 3,534 shares; 2024Q4: 3,816 shares; 2025Q1: 3,509 shares; 2025Q2: 3,475 shares; 2025Q3: 4,230 shares; 2025Q4: 3,978 shares; 2026Q1: 4,096 shares; 2026Q2: 4,439 shares 4,439 $390K 0.03% +343 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,259 shares; 2025Q3: 26,259 shares; 2025Q4: 26,259 shares; 2026Q1: 26,259 shares; 2026Q2: 26,259 shares 26,259 $387K 0.03% 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: 198,817 shares; 2024Q4: 207,996 shares; 2025Q1: 45,874 shares; 2025Q2: 13,160 shares; 2025Q3: 11,252 shares; 2025Q4: 8,804 shares; 2026Q1: 8,284 shares; 2026Q2: 7,781 shares 7,781 $386K 0.03% -503 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: 7,149 shares; 2025Q3: 6,804 shares; 2025Q4: 6,747 shares; 2026Q1: 6,688 shares; 2026Q2: 6,282 shares 6,282 $372K 0.03% -406 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares; 2026Q1: 11,747 shares; 2026Q2: 3,696 shares 3,696 $372K 0.03% -8,051 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: 994 shares; 2024Q4: 983 shares; 2025Q1: 945 shares; 2025Q2: 938 shares; 2025Q3: 939 shares; 2025Q4: 945 shares; 2026Q1: 1,045 shares; 2026Q2: 1,049 shares 1,049 $372K 0.03% +4 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: 3,317 shares; 2024Q4: 4,329 shares; 2025Q1: 4,062 shares; 2025Q2: 4,063 shares; 2025Q3: 4,337 shares; 2025Q4: 4,349 shares; 2026Q1: 9,888 shares; 2026Q2: 4,092 shares 4,092 $360K 0.03% -5,796 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: 1,493 shares; 2024Q4: 1,512 shares; 2025Q1: 1,323 shares; 2025Q2: 1,230 shares; 2025Q3: 1,256 shares; 2025Q4: 1,359 shares; 2026Q1: 1,346 shares; 2026Q2: 1,320 shares 1,320 $357K 0.03% -26 Timeline XLP 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: 4,589 shares; 2024Q4: 4,535 shares; 2025Q1: 4,461 shares; 2025Q2: 4,431 shares; 2025Q3: 4,564 shares; 2025Q4: 4,579 shares; 2026Q1: 4,749 shares; 2026Q2: 4,251 shares 4,251 $353K 0.03% -498 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: 1,579 shares; 2024Q4: 1,599 shares; 2025Q1: 1,314 shares; 2025Q2: 1,243 shares; 2025Q3: 1,308 shares; 2025Q4: 1,611 shares; 2026Q1: 1,621 shares; 2026Q2: 1,594 shares 1,594 $352K 0.03% -27 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: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,278 shares; 2026Q2: 2,240 shares 2,240 $350K 0.03% -38 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: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 1,545 shares; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $342K 0.03% 0 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: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 993 shares; 2025Q2: 1,004 shares; 2025Q3: 1,002 shares; 2025Q4: 947 shares; 2026Q1: 968 shares; 2026Q2: 1,008 shares 1,008 $341K 0.03% +40 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: 2,719 shares; 2025Q1: 2,732 shares; 2025Q2: 2,829 shares; 2025Q3: 3,700 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares; 2026Q2: 2,901 shares 2,901 $338K 0.03% -639 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $337K 0.03% new Timeline MGV 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: 2,504 shares; 2024Q4: 2,514 shares; 2025Q1: 2,200 shares; 2025Q2: 2,148 shares; 2025Q3: 2,156 shares; 2025Q4: 2,158 shares; 2026Q1: 2,097 shares; 2026Q2: 1,950 shares 1,950 $319K 0.03% -147 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,958 shares; 2024Q4: 15,694 shares; 2025Q1: 15,347 shares; 2025Q2: 9,101 shares; 2025Q3: 8,888 shares; 2025Q4: 8,895 shares; 2026Q1: 8,740 shares; 2026Q2: 8,997 shares 8,997 $319K 0.03% +257 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: 7,273 shares; 2025Q4: 7,203 shares; 2026Q1: 7,203 shares; 2026Q2: 6,905 shares 6,905 $315K 0.03% -298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,296 shares; 2025Q4: 3,414 shares; 2026Q1: 3,415 shares; 2026Q2: 3,692 shares 3,692 $309K 0.02% +277 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: 1,008 shares; 2024Q4: 1,014 shares; 2025Q1: 897 shares; 2025Q2: 702 shares; 2025Q3: 704 shares; 2025Q4: 708 shares; 2026Q1: 710 shares; 2026Q2: 899 shares 899 $309K 0.02% +189 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: not reported; 2024Q4: 7,736 shares; 2025Q1: 5,959 shares; 2025Q2: 5,972 shares; 2025Q3: 7,461 shares; 2025Q4: 7,627 shares; 2026Q1: 3,718 shares; 2026Q2: 2,972 shares 2,972 $309K 0.02% -746 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: 6,322 shares; 2025Q2: 6,310 shares; 2025Q3: 6,158 shares; 2025Q4: 5,464 shares; 2026Q1: 5,703 shares; 2026Q2: 5,188 shares 5,188 $306K 0.02% -515 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: 3,445 shares; 2024Q4: 3,461 shares; 2025Q1: 3,419 shares; 2025Q2: 3,586 shares; 2025Q3: 3,395 shares; 2025Q4: 3,437 shares; 2026Q1: 3,502 shares; 2026Q2: 3,513 shares 3,513 $305K 0.02% +11 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: 3,180 shares; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $303K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,083 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 934 shares; 2025Q4: 935 shares; 2026Q1: 936 shares; 2026Q2: 949 shares 949 $302K 0.02% +13 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,742 shares; 2025Q2: 22,117 shares; 2025Q3: 22,117 shares; 2025Q4: 23,936 shares; 2026Q1: 22,093 shares; 2026Q2: 14,731 shares 14,731 $300K 0.02% -7,362 Timeline BANK OF AMER CORP 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: 473 shares; 2024Q4: 467 shares; 2025Q1: 444 shares; 2025Q2: 400 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 346 shares; 2026Q2: 237 shares 237 $297K 0.02% -109 DDEC 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: 6,220 shares; 2024Q4: 6,220 shares; 2025Q1: 6,220 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 6,220 shares; 2026Q1: 6,220 shares; 2026Q2: 6,220 shares 6,220 $295K 0.02% 0 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: 784 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,662 shares; 2026Q1: 1,732 shares; 2026Q2: 1,084 shares 1,084 $293K 0.02% -648 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: not reported; 2026Q1: not reported; 2026Q2: 1,554 shares 1,554 $292K 0.02% new Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 3,233 shares; 2025Q3: 3,043 shares; 2025Q4: 3,046 shares; 2026Q1: 3,647 shares; 2026Q2: 3,251 shares 3,251 $288K 0.02% -396 Timeline MARM 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: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 8,168 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares; 2026Q1: 8,168 shares; 2026Q2: 8,168 shares 8,168 $279K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,199 shares; 2026Q2: 1,203 shares 1,203 $273K 0.02% +4 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: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $272K 0.02% new 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: 3,959 shares; 2024Q4: 3,946 shares; 2025Q1: 4,243 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,087 shares; 2026Q1: 4,684 shares; 2026Q2: 4,692 shares 4,692 $270K 0.02% +8 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,750 shares; 2025Q2: 5,259 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares; 2026Q2: 5,314 shares 5,314 $269K 0.02% 0 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: 13,659 shares; 2024Q4: 12,276 shares; 2025Q1: 10,603 shares; 2025Q2: 10,544 shares; 2025Q3: 8,998 shares; 2025Q4: 8,999 shares; 2026Q1: 7,258 shares; 2026Q2: 5,183 shares 5,183 $262K 0.02% -2,075 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS 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: not reported; 2025Q4: not reported; 2026Q1: 3,321 shares; 2026Q2: 3,371 shares 3,371 $251K 0.02% +50 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: 847 shares; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares; 2026Q1: 737 shares; 2026Q2: 799 shares 799 $250K 0.02% +62 Timeline FSMB 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: 12,400 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $248K 0.02% 0 Timeline ARKW 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: 2,564 shares; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: not reported; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $243K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 75 shares; 2026Q2: 75 shares 75 $240K 0.02% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 4,952 shares; 2025Q4: 5,013 shares; 2026Q1: 5,048 shares; 2026Q2: 5,100 shares 5,100 $239K 0.02% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,614 shares; 2026Q1: 3,522 shares; 2026Q2: 3,518 shares 3,518 $238K 0.02% -4 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,198 shares; 2024Q4: 22,315 shares; 2025Q1: 39,615 shares; 2025Q2: 39,539 shares; 2025Q3: 33,913 shares; 2025Q4: 21,758 shares; 2026Q1: 19,834 shares; 2026Q2: 12,151 shares 12,151 $237K 0.02% -7,683 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: 719 shares; 2024Q4: 715 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 412 shares; 2026Q2: 309 shares 309 $233K 0.02% -103 Timeline HAP 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: 3,400 shares 3,400 $233K 0.02% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE 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: 4,899 shares 4,899 $233K 0.02% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,376 shares; 2025Q1: 3,376 shares; 2025Q2: 3,376 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,376 shares 3,376 $232K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,966 shares 3,966 $229K 0.02% new Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM 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: 19,817 shares; 2026Q2: 28,385 shares 28,385 $225K 0.02% +8,568 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 2,175 shares 2,175 $225K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,238 shares; 2024Q4: 5,717 shares; 2025Q1: 5,201 shares; 2025Q2: 5,211 shares; 2025Q3: 4,931 shares; 2025Q4: 4,747 shares; 2026Q1: 4,563 shares; 2026Q2: 4,563 shares 4,563 $224K 0.02% 0 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: 1,992 shares; 2024Q4: 1,976 shares; 2025Q1: 1,991 shares; 2025Q2: 2,061 shares; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,116 shares; 2026Q2: 2,080 shares 2,080 $224K 0.02% -36 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 164 shares 164 $223K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,579 shares; 2024Q4: 2,555 shares; 2025Q1: 2,320 shares; 2025Q2: 2,666 shares; 2025Q3: 2,448 shares; 2025Q4: 2,251 shares; 2026Q1: 2,252 shares; 2026Q2: 2,249 shares 2,249 $223K 0.02% -3 Timeline XNTK 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: 563 shares 563 $220K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 597 shares; 2025Q1: 596 shares; 2025Q2: 596 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: not reported; 2026Q2: 444 shares 444 $218K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 10,472 shares; 2025Q1: 10,480 shares; 2025Q2: 10,487 shares; 2025Q3: 10,495 shares; 2025Q4: 10,502 shares; 2026Q1: 8,559 shares; 2026Q2: 7,511 shares 7,511 $218K 0.02% -1,048 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,723 shares; 2024Q4: 4,723 shares; 2025Q1: 4,723 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $217K 0.02% 0 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: 1,888 shares; 2024Q4: 1,893 shares; 2025Q1: 1,893 shares; 2025Q2: 1,915 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,943 shares; 2026Q2: 1,977 shares 1,977 $216K 0.02% +34 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,843 shares; 2024Q4: 32,609 shares; 2025Q1: 32,866 shares; 2025Q2: 32,568 shares; 2025Q3: 22,498 shares; 2025Q4: 22,647 shares; 2026Q1: 22,161 shares; 2026Q2: 22,154 shares 22,154 $214K 0.02% -7 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 544 shares; 2025Q4: 545 shares; 2026Q1: 546 shares; 2026Q2: 547 shares 547 $213K 0.02% +1 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: 3,904 shares; 2026Q2: 3,924 shares 3,924 $213K 0.02% +20 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: 80,851 shares; 2024Q4: 71,158 shares; 2025Q1: 68,632 shares; 2025Q2: 30,947 shares; 2025Q3: 15,536 shares; 2025Q4: 15,109 shares; 2026Q1: 8,693 shares; 2026Q2: 8,691 shares 8,691 $209K 0.02% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $209K 0.02% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,349 shares 1,349 $207K 0.02% new 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: not reported; 2026Q1: 6,414 shares; 2026Q2: 6,472 shares 6,472 $207K 0.02% +58 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,364 shares 5,364 $205K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,235 shares 3,235 $203K 0.02% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,768 shares; 2025Q2: 3,778 shares; 2025Q3: 3,790 shares; 2025Q4: 3,800 shares; 2026Q1: 3,810 shares; 2026Q2: 3,821 shares 3,821 $203K 0.02% +11 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 1,966 shares; 2026Q2: 2,162 shares 2,162 $202K 0.02% +196 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 3,254 shares 3,254 $202K 0.02% 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: 1,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares; 2026Q2: 1,017 shares 1,017 $201K 0.02% -100 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,750 shares; 2024Q4: 41,750 shares; 2025Q1: 41,750 shares; 2025Q2: 41,750 shares; 2025Q3: 71,000 shares; 2025Q4: 86,000 shares; 2026Q1: 86,000 shares; 2026Q2: 86,000 shares 86,000 $172K 0.01% 0 Timeline AVIR ATEA PHARMACEUTICALS INC More: the full row for ATEA 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: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares; 2026Q2: 24,500 shares 24,500 $114K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,266 shares; 2024Q4: 10,518 shares; 2025Q1: 10,647 shares; 2025Q2: 10,850 shares; 2025Q3: 11,051 shares; 2025Q4: 11,320 shares; 2026Q1: 11,451 shares; 2026Q2: 11,661 shares 11,661 $91.9K 0.01% +210 Timeline ADT ADT INC DEL More: the full row for ADT 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: 10,036 shares; 2026Q1: 10,037 shares; 2026Q2: 10,039 shares 10,039 $65.3K 0.01% +2 Timeline