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: not loaded; 2024Q4: 3,970 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 6,538 shares; 2025Q4: 6,536 shares; 2026Q1: 6,951 shares; 2026Q2: 32,203 shares 32,203 $23.2M 7.56% +25,252 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,904 shares; 2025Q1: 39,007 shares; 2025Q2: 42,120 shares; 2025Q3: 38,873 shares; 2025Q4: 40,425 shares; 2026Q1: 40,574 shares; 2026Q2: 54,908 shares 54,908 $12.2M 3.96% +14,334 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,766 shares; 2025Q1: 8,534 shares; 2025Q2: 8,527 shares; 2025Q3: 20,399 shares; 2025Q4: 17,442 shares; 2026Q1: 16,416 shares; 2026Q2: 15,660 shares 15,660 $12.1M 3.94% -756 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,650 shares; 2025Q1: 17,966 shares; 2025Q2: 17,966 shares; 2025Q3: 20,848 shares; 2025Q4: 21,264 shares; 2026Q1: 121,155 shares; 2026Q2: 119,406 shares 119,406 $10.2M 3.33% -1,749 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,648 shares; 2025Q1: 31,655 shares; 2025Q2: 31,496 shares; 2025Q3: 31,172 shares; 2025Q4: 31,167 shares; 2026Q1: 31,660 shares; 2026Q2: 31,261 shares 31,261 $9.54M 3.11% -399 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,167 shares; 2025Q1: 8,201 shares; 2025Q2: 4,749 shares; 2025Q3: 7,379 shares; 2025Q4: 7,413 shares; 2026Q1: 8,297 shares; 2026Q2: 7,993 shares 7,993 $8.68M 2.82% -304 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,834 shares; 2025Q1: 17,287 shares; 2025Q2: 17,314 shares; 2025Q3: 17,791 shares; 2025Q4: 17,958 shares; 2026Q1: 17,388 shares; 2026Q2: 16,916 shares 16,916 $8.5M 2.77% -472 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 loaded; 2024Q4: 36,765 shares; 2025Q1: 36,817 shares; 2025Q2: 36,943 shares; 2025Q3: 32,224 shares; 2025Q4: 40,727 shares; 2026Q1: 45,381 shares; 2026Q2: 43,900 shares 43,900 $7.74M 2.52% -1,481 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185,576 shares; 2025Q1: 133,076 shares; 2025Q2: 129,870 shares; 2025Q3: 129,870 shares; 2025Q4: 165,590 shares; 2026Q1: 168,906 shares; 2026Q2: 154,330 shares 154,330 $7.51M 2.44% -14,576 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,988 shares; 2025Q1: 25,942 shares; 2025Q2: 26,265 shares; 2025Q3: 26,622 shares; 2025Q4: 27,366 shares; 2026Q1: 26,393 shares; 2026Q2: 25,767 shares 25,767 $7.05M 2.29% -626 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 249,284 shares; 2025Q1: 189,185 shares; 2025Q2: 178,825 shares; 2025Q3: 178,825 shares; 2025Q4: 168,264 shares; 2026Q1: 173,563 shares; 2026Q2: 179,844 shares 179,844 $6.69M 2.18% +6,281 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,217 shares; 2025Q1: 5,880 shares; 2025Q2: 5,888 shares; 2025Q3: 4,875 shares; 2025Q4: 26,829 shares; 2026Q1: 26,245 shares; 2026Q2: 26,155 shares 26,155 $5.75M 1.87% -90 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,567 shares; 2025Q1: 18,113 shares; 2025Q2: 18,142 shares; 2025Q3: 17,698 shares; 2025Q4: 17,780 shares; 2026Q1: 17,024 shares; 2026Q2: 16,030 shares 16,030 $5.58M 1.82% -994 Timeline SFLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,569 shares; 2026Q1: 121,112 shares; 2026Q2: 124,774 shares 124,774 $4.88M 1.59% +3,662 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,560 shares; 2025Q1: 13,234 shares; 2025Q2: 12,317 shares; 2025Q3: 12,274 shares; 2025Q4: 12,130 shares; 2026Q1: 12,071 shares; 2026Q2: 12,098 shares 12,098 $4.22M 1.37% +27 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,795 shares; 2025Q1: 22,446 shares; 2025Q2: 21,436 shares; 2025Q3: 25,610 shares; 2025Q4: 25,920 shares; 2026Q1: 25,955 shares; 2026Q2: 24,694 shares 24,694 $3.98M 1.3% -1,261 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,548 shares; 2025Q1: 19,837 shares; 2025Q2: 19,837 shares; 2025Q3: 17,444 shares; 2025Q4: 19,568 shares; 2026Q1: 15,957 shares; 2026Q2: 12,265 shares 12,265 $3.81M 1.24% -3,692 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,490 shares; 2025Q1: 51,996 shares; 2025Q2: 51,996 shares; 2025Q3: 51,835 shares; 2025Q4: 52,662 shares; 2026Q1: 52,754 shares; 2026Q2: 52,804 shares 52,804 $3.6M 1.17% +50 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,886 shares; 2025Q1: 5,148 shares; 2025Q2: 5,706 shares; 2025Q3: 6,328 shares; 2025Q4: 6,565 shares; 2026Q1: 6,585 shares; 2026Q2: 5,723 shares 5,723 $3.41M 1.11% -862 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,674 shares; 2025Q1: 2,575 shares; 2025Q2: 2,772 shares; 2025Q3: 2,694 shares; 2025Q4: 2,703 shares; 2026Q1: 2,904 shares; 2026Q2: 2,628 shares 2,628 $3.19M 1.04% -276 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: not loaded; 2024Q4: 2,402 shares; 2025Q1: 4,074 shares; 2025Q2: 1,799 shares; 2025Q3: 5,248 shares; 2025Q4: 6,278 shares; 2026Q1: 7,487 shares; 2026Q2: 6,930 shares 6,930 $2.96M 0.96% -557 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: not loaded; 2024Q4: 19,281 shares; 2025Q1: 18,992 shares; 2025Q2: 18,992 shares; 2025Q3: 10,341 shares; 2025Q4: 9,634 shares; 2026Q1: 8,934 shares; 2026Q2: 10,259 shares 10,259 $2.93M 0.95% +1,325 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,539 shares; 2026Q1: 103,202 shares; 2026Q2: 98,539 shares 98,539 $2.75M 0.9% -4,663 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,853 shares; 2025Q3: 74,853 shares; 2025Q4: 68,925 shares; 2026Q1: 68,771 shares; 2026Q2: 69,917 shares 69,917 $2.73M 0.89% +1,146 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,766 shares; 2025Q1: 76,366 shares; 2025Q2: 77,835 shares; 2025Q3: 77,835 shares; 2025Q4: 77,105 shares; 2026Q1: 78,991 shares; 2026Q2: 81,655 shares 81,655 $2.72M 0.88% +2,664 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,874 shares; 2025Q1: 12,889 shares; 2025Q2: 12,416 shares; 2025Q3: 11,643 shares; 2025Q4: 7,753 shares; 2026Q1: 14,988 shares; 2026Q2: 6,672 shares 6,672 $2.55M 0.83% -8,316 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,776 shares; 2025Q1: 9,039 shares; 2025Q2: 8,228 shares; 2025Q3: 7,942 shares; 2025Q4: 2,948 shares; 2026Q1: 29,026 shares; 2026Q2: 28,207 shares 28,207 $2.51M 0.82% -819 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,418 shares; 2025Q1: 24,701 shares; 2025Q2: 23,200 shares; 2025Q3: 23,256 shares; 2025Q4: 22,378 shares; 2026Q1: 21,265 shares; 2026Q2: 15,711 shares 15,711 $2.49M 0.81% -5,554 Timeline DFSU 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 loaded; 2024Q4: 76,674 shares; 2025Q1: 44,878 shares; 2025Q2: 46,689 shares; 2025Q3: 48,577 shares; 2025Q4: 49,046 shares; 2026Q1: 50,107 shares; 2026Q2: 50,697 shares 50,697 $2.47M 0.8% +590 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,378 shares; 2025Q1: 25,354 shares; 2025Q2: 25,204 shares; 2025Q3: 25,204 shares; 2025Q4: 8,977 shares; 2026Q1: 8,477 shares; 2026Q2: 26,338 shares 26,338 $2.45M 0.8% +17,861 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: not loaded; 2024Q4: 20,909 shares; 2025Q1: 20,216 shares; 2025Q2: 20,445 shares; 2025Q3: 21,233 shares; 2025Q4: 21,322 shares; 2026Q1: 21,400 shares; 2026Q2: 21,454 shares 21,454 $2.44M 0.79% +54 Timeline QFLR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,708 shares; 2026Q1: 66,720 shares; 2026Q2: 68,580 shares 68,580 $2.44M 0.79% +1,860 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,383 shares; 2026Q1: 61,880 shares; 2026Q2: 64,325 shares 64,325 $2.43M 0.79% +2,445 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 598 shares; 2026Q2: 2,652 shares 2,652 $2.35M 0.76% +2,054 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,154 shares; 2025Q1: 35,751 shares; 2025Q2: 32,709 shares; 2025Q3: 32,709 shares; 2025Q4: 31,798 shares; 2026Q1: 38,815 shares; 2026Q2: 44,463 shares 44,463 $2.25M 0.73% +5,648 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 2,327 shares 2,327 $2.21M 0.72% +625 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,463 shares; 2025Q1: 31,840 shares; 2025Q2: 28,582 shares; 2025Q3: 28,582 shares; 2025Q4: 28,230 shares; 2026Q1: 34,169 shares; 2026Q2: 38,579 shares 38,579 $2.14M 0.7% +4,410 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: not loaded; 2024Q4: 1,511 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 8,112 shares; 2025Q4: 8,834 shares; 2026Q1: 8,835 shares; 2026Q2: 8,395 shares 8,395 $2.12M 0.69% -440 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: not loaded; 2024Q4: 48,883 shares; 2025Q1: 32,427 shares; 2025Q2: 31,031 shares; 2025Q3: 31,031 shares; 2025Q4: 31,779 shares; 2026Q1: 30,872 shares; 2026Q2: 28,477 shares 28,477 $2.09M 0.68% -2,395 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: not loaded; 2024Q4: 2,491 shares; 2025Q1: 2,400 shares; 2025Q2: 2,467 shares; 2025Q3: 2,298 shares; 2025Q4: 2,212 shares; 2026Q1: 2,210 shares; 2026Q2: 2,125 shares 2,125 $2.02M 0.66% -85 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,717 shares; 2025Q1: 3,260 shares; 2025Q2: 4,365 shares; 2025Q3: 4,661 shares; 2025Q4: 6,197 shares; 2026Q1: 7,209 shares; 2026Q2: 5,580 shares 5,580 $1.82M 0.59% -1,629 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,635 shares; 2025Q1: 25,288 shares; 2025Q2: 24,549 shares; 2025Q3: 23,413 shares; 2025Q4: 22,834 shares; 2026Q1: 32,655 shares; 2026Q2: 33,251 shares 33,251 $1.81M 0.59% +596 Timeline DDTD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,057 shares; 2026Q1: 79,339 shares; 2026Q2: 85,329 shares 85,329 $1.77M 0.58% +5,990 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,174 shares; 2025Q1: 10,566 shares; 2025Q2: 15,918 shares; 2025Q3: not reported; 2025Q4: 22,299 shares; 2026Q1: 21,570 shares; 2026Q2: 23,736 shares 23,736 $1.72M 0.56% +2,166 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,307 shares; 2025Q1: 9,806 shares; 2025Q2: 10,109 shares; 2025Q3: 9,619 shares; 2025Q4: 9,788 shares; 2026Q1: 9,753 shares; 2026Q2: 7,875 shares 7,875 $1.71M 0.56% -1,878 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,432 shares; 2025Q1: 2,695 shares; 2025Q2: 2,871 shares; 2025Q3: 2,575 shares; 2025Q4: 24,641 shares; 2026Q1: 28,859 shares; 2026Q2: 22,339 shares 22,339 $1.69M 0.55% -6,520 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: not loaded; 2024Q4: 2,594 shares; 2025Q1: 1,072 shares; 2025Q2: 1,504 shares; 2025Q3: 1,556 shares; 2025Q4: 1,701 shares; 2026Q1: 1,739 shares; 2026Q2: 1,938 shares 1,938 $1.67M 0.54% +199 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: not loaded; 2024Q4: 30,991 shares; 2025Q1: 31,429 shares; 2025Q2: 28,789 shares; 2025Q3: 30,150 shares; 2025Q4: 30,559 shares; 2026Q1: 30,559 shares; 2026Q2: 28,543 shares 28,543 $1.65M 0.54% -2,016 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: not loaded; 2024Q4: 33,122 shares; 2025Q1: 27,226 shares; 2025Q2: 26,748 shares; 2025Q3: 26,748 shares; 2025Q4: 25,998 shares; 2026Q1: 25,850 shares; 2026Q2: 26,839 shares 26,839 $1.62M 0.53% +989 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,465 shares; 2026Q1: 7,556 shares; 2026Q2: 22,512 shares 22,512 $1.62M 0.53% +14,956 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,162 shares; 2025Q3: 6,070 shares; 2025Q4: 12,498 shares; 2026Q1: 14,425 shares; 2026Q2: 14,250 shares 14,250 $1.61M 0.53% -175 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: not loaded; 2024Q4: 10,574 shares; 2025Q1: 10,927 shares; 2025Q2: 10,324 shares; 2025Q3: 9,226 shares; 2025Q4: 9,383 shares; 2026Q1: 9,036 shares; 2026Q2: 8,524 shares 8,524 $1.58M 0.51% -512 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,078 shares; 2025Q3: 13,133 shares; 2025Q4: 13,133 shares; 2026Q1: 13,133 shares; 2026Q2: 16,015 shares 16,015 $1.56M 0.51% +2,882 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 626 shares; 2025Q1: 628 shares; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 1,986 shares; 2026Q1: 1,987 shares; 2026Q2: 1,989 shares 1,989 $1.55M 0.5% +2 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,779 shares; 2025Q1: 15,995 shares; 2025Q2: 15,995 shares; 2025Q3: 15,168 shares; 2025Q4: 15,168 shares; 2026Q1: 15,168 shares; 2026Q2: 16,068 shares 16,068 $1.53M 0.5% +900 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,640 shares; 2025Q1: 40,322 shares; 2025Q2: 40,298 shares; 2025Q3: 40,298 shares; 2025Q4: 48,561 shares; 2026Q1: 45,953 shares; 2026Q2: 41,595 shares 41,595 $1.46M 0.48% -4,358 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,227 shares; 2026Q2: 24,195 shares 24,195 $1.34M 0.44% +968 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: not loaded; 2024Q4: 11,864 shares; 2025Q1: 7,850 shares; 2025Q2: 6,893 shares; 2025Q3: 6,757 shares; 2025Q4: 6,246 shares; 2026Q1: 6,091 shares; 2026Q2: 5,897 shares 5,897 $1.33M 0.43% -194 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,857 shares; 2025Q1: 1,863 shares; 2025Q2: 1,857 shares; 2025Q3: 1,841 shares; 2025Q4: 1,836 shares; 2026Q1: 1,863 shares; 2026Q2: 2,085 shares 2,085 $1.29M 0.42% +222 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: not loaded; 2024Q4: 55,443 shares; 2025Q1: 52,649 shares; 2025Q2: 52,092 shares; 2025Q3: 24,092 shares; 2025Q4: 21,958 shares; 2026Q1: 21,786 shares; 2026Q2: 21,749 shares 21,749 $1.26M 0.41% -37 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,231 shares; 2025Q1: 38,220 shares; 2025Q2: 37,877 shares; 2025Q3: 38,604 shares; 2025Q4: 39,805 shares; 2026Q1: 33,322 shares; 2026Q2: 34,623 shares 34,623 $1.25M 0.41% +1,301 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,657 shares; 2025Q1: 21,221 shares; 2025Q2: 21,221 shares; 2025Q3: 20,031 shares; 2025Q4: 20,539 shares; 2026Q1: 20,539 shares; 2026Q2: 15,796 shares 15,796 $1.22M 0.4% -4,743 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,963 shares; 2026Q1: 72,943 shares; 2026Q2: 67,668 shares 67,668 $1.21M 0.39% -5,275 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,692 shares 26,692 $1.15M 0.37% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,714 shares; 2025Q1: 8,815 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 8,896 shares; 2026Q1: 8,956 shares; 2026Q2: 8,689 shares 8,689 $1.14M 0.37% -267 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,668 shares; 2026Q1: 4,701 shares; 2026Q2: 9,245 shares 9,245 $1.13M 0.37% +4,544 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,727 shares; 2025Q1: 2,635 shares; 2025Q2: 2,389 shares; 2025Q3: 2,397 shares; 2025Q4: 2,280 shares; 2026Q1: 5,200 shares; 2026Q2: 5,139 shares 5,139 $1.12M 0.36% -61 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,354 shares; 2025Q1: 17,047 shares; 2025Q2: 17,047 shares; 2025Q3: 17,047 shares; 2025Q4: 13,056 shares; 2026Q1: 12,059 shares; 2026Q2: 10,996 shares 10,996 $1.11M 0.36% -1,063 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,855 shares; 2025Q1: 15,524 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,529 shares; 2026Q1: 20,851 shares; 2026Q2: 26,085 shares 26,085 $1.1M 0.36% +5,234 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: not loaded; 2024Q4: 49,457 shares; 2025Q1: 50,072 shares; 2025Q2: 50,072 shares; 2025Q3: 49,701 shares; 2025Q4: 59,076 shares; 2026Q1: 51,414 shares; 2026Q2: 48,314 shares 48,314 $1.04M 0.34% -3,100 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,672 shares; 2025Q1: 8,751 shares; 2025Q2: 9,072 shares; 2025Q3: 7,793 shares; 2025Q4: 6,893 shares; 2026Q1: 4,989 shares; 2026Q2: 3,788 shares 3,788 $1.03M 0.33% -1,201 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,467 shares; 2025Q1: 29,547 shares; 2025Q2: 26,025 shares; 2025Q3: 26,025 shares; 2025Q4: 32,061 shares; 2026Q1: 33,115 shares; 2026Q2: 27,357 shares 27,357 $977K 0.32% -5,758 Timeline IBFR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,097 shares; 2026Q2: 18,937 shares 18,937 $970K 0.32% +840 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,192 shares; 2026Q2: 9,748 shares 9,748 $957K 0.31% +6,556 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,366 shares; 2025Q4: 1,317 shares; 2026Q1: 1,306 shares; 2026Q2: 2,481 shares 2,481 $948K 0.31% +1,175 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,947 shares; 2025Q1: 2,513 shares; 2025Q2: 2,597 shares; 2025Q3: 2,597 shares; 2025Q4: 2,613 shares; 2026Q1: 2,652 shares; 2026Q2: 2,561 shares 2,561 $936K 0.3% -91 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,695 shares; 2025Q1: 46,657 shares; 2025Q2: 59,894 shares; 2025Q3: 49,879 shares; 2025Q4: 53,092 shares; 2026Q1: 56,190 shares; 2026Q2: 64,313 shares 64,313 $919K 0.3% +8,123 Timeline EBUF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,598 shares; 2026Q1: 27,884 shares; 2026Q2: 28,627 shares 28,627 $913K 0.3% +743 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,472 shares; 2025Q1: 37,713 shares; 2025Q2: 37,827 shares; 2025Q3: 19,232 shares; 2025Q4: 18,597 shares; 2026Q1: 23,539 shares; 2026Q2: 22,255 shares 22,255 $897K 0.29% -1,284 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184,431 shares; 2025Q1: 187,802 shares; 2025Q2: 213,540 shares; 2025Q3: not reported; 2025Q4: 77,454 shares; 2026Q1: 53,048 shares; 2026Q2: 38,037 shares 38,037 $890K 0.29% -15,011 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,236 shares; 2025Q4: 51,769 shares; 2026Q1: 45,078 shares; 2026Q2: 14,161 shares 14,161 $860K 0.28% -30,917 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,615 shares; 2025Q3: 5,786 shares; 2025Q4: 4,564 shares; 2026Q1: 10,643 shares; 2026Q2: 12,620 shares 12,620 $858K 0.28% +1,977 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: not loaded; 2024Q4: 3,633 shares; 2025Q1: 1,754 shares; 2025Q2: 1,751 shares; 2025Q3: 3,254 shares; 2025Q4: 3,237 shares; 2026Q1: 3,257 shares; 2026Q2: 3,283 shares 3,283 $856K 0.28% +26 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,251 shares; 2025Q3: not reported; 2025Q4: 18,578 shares; 2026Q1: 19,425 shares; 2026Q2: 19,622 shares 19,622 $828K 0.27% +197 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,624 shares; 2025Q1: 2,672 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 1,185 shares; 2026Q1: 1,175 shares; 2026Q2: 1,163 shares 1,163 $827K 0.27% -12 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,549 shares; 2026Q1: 2,549 shares; 2026Q2: 2,549 shares 2,549 $791K 0.26% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,315 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,256 shares; 2025Q4: 6,701 shares; 2026Q1: 6,661 shares; 2026Q2: 6,101 shares 6,101 $760K 0.25% -560 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,943 shares; 2025Q1: 80,065 shares; 2025Q2: 108,604 shares; 2025Q3: 112,549 shares; 2025Q4: 111,737 shares; 2026Q1: 61,804 shares; 2026Q2: 65,894 shares 65,894 $758K 0.25% +4,090 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 970 shares; 2025Q1: 1,211 shares; 2025Q2: 1,919 shares; 2025Q3: 1,876 shares; 2025Q4: 1,905 shares; 2026Q1: 2,052 shares; 2026Q2: 1,857 shares 1,857 $740K 0.24% -195 Timeline DFSI 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 loaded; 2024Q4: 19,034 shares; 2025Q1: 14,876 shares; 2025Q2: 14,211 shares; 2025Q3: 14,683 shares; 2025Q4: 14,820 shares; 2026Q1: 14,915 shares; 2026Q2: 15,228 shares 15,228 $723K 0.24% +313 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: not loaded; 2024Q4: 5,130 shares; 2025Q1: 4,416 shares; 2025Q2: 2,915 shares; 2025Q3: 2,805 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares; 2026Q2: 3,454 shares 3,454 $720K 0.23% +923 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: not loaded; 2024Q4: 4,275 shares; 2025Q1: 3,837 shares; 2025Q2: 3,195 shares; 2025Q3: 3,431 shares; 2025Q4: 3,439 shares; 2026Q1: 3,019 shares; 2026Q2: 2,856 shares 2,856 $713K 0.23% -163 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,120 shares; 2025Q4: 2,203 shares; 2026Q1: 2,176 shares; 2026Q2: 2,086 shares 2,086 $711K 0.23% -90 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,822 shares; 2025Q1: 13,822 shares; 2025Q2: 10,904 shares; 2025Q3: not reported; 2025Q4: 13,864 shares; 2026Q1: 13,716 shares; 2026Q2: 14,826 shares 14,826 $710K 0.23% +1,110 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,718 shares; 2025Q1: 7,821 shares; 2025Q2: 4,475 shares; 2025Q3: 7,821 shares; 2025Q4: 7,196 shares; 2026Q1: 6,939 shares; 2026Q2: 6,939 shares 6,939 $702K 0.23% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,618 shares; 2025Q1: 7,987 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 8,388 shares; 2026Q1: 7,927 shares; 2026Q2: 8,605 shares 8,605 $699K 0.23% +678 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: not loaded; 2024Q4: 1,685 shares; 2025Q1: 1,618 shares; 2025Q2: 1,634 shares; 2025Q3: 1,330 shares; 2025Q4: 1,343 shares; 2026Q1: 1,340 shares; 2026Q2: 1,247 shares 1,247 $695K 0.23% -93 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,576 shares; 2026Q2: 6,714 shares 6,714 $676K 0.22% +138 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,534 shares; 2025Q1: 1,422 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,713 shares; 2026Q1: 2,234 shares; 2026Q2: 2,227 shares 2,227 $672K 0.22% -7 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: 1,387 shares; 2026Q2: 1,320 shares 1,320 $647K 0.21% -67 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: not loaded; 2024Q4: 2,836 shares; 2025Q1: 2,591 shares; 2025Q2: 2,531 shares; 2025Q3: 2,268 shares; 2025Q4: 2,277 shares; 2026Q1: 2,257 shares; 2026Q2: 2,258 shares 2,258 $616K 0.2% +1 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 749 shares; 2026Q1: 886 shares; 2026Q2: 838 shares 838 $596K 0.19% -48 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,920 shares; 2026Q2: 13,214 shares 13,214 $585K 0.19% +294 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,151 shares; 2025Q3: 5,865 shares; 2025Q4: 4,867 shares; 2026Q1: 4,399 shares; 2026Q2: 4,538 shares 4,538 $584K 0.19% +139 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: not loaded; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 634 shares; 2025Q3: 676 shares; 2025Q4: 689 shares; 2026Q1: 678 shares; 2026Q2: 648 shares 648 $582K 0.19% -30 Timeline XSD 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 loaded; 2024Q4: 1,128 shares; 2025Q1: 1,138 shares; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,197 shares; 2026Q1: 1,078 shares; 2026Q2: 1,082 shares 1,082 $577K 0.19% +4 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,986 shares; 2026Q1: 15,267 shares; 2026Q2: 15,267 shares 15,267 $575K 0.19% 0 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,255 shares; 2025Q1: 9,955 shares; 2025Q2: 9,955 shares; 2025Q3: 9,955 shares; 2025Q4: 7,631 shares; 2026Q1: 7,631 shares; 2026Q2: 7,631 shares 7,631 $558K 0.18% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,364 shares 11,364 $550K 0.18% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $548K 0.18% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,841 shares; 2026Q1: 6,962 shares; 2026Q2: 6,083 shares 6,083 $545K 0.18% -879 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,641 shares; 2025Q1: 2,454 shares; 2025Q2: 2,492 shares; 2025Q3: 2,362 shares; 2025Q4: 2,343 shares; 2026Q1: 2,352 shares; 2026Q2: 2,362 shares 2,362 $539K 0.18% +10 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: not loaded; 2024Q4: 2,438 shares; 2025Q1: 2,338 shares; 2025Q2: 2,370 shares; 2025Q3: 2,537 shares; 2025Q4: 2,771 shares; 2026Q1: 2,831 shares; 2026Q2: 2,892 shares 2,892 $537K 0.17% +61 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,445 shares; 2026Q2: 3,359 shares 3,359 $536K 0.17% -86 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,050 shares; 2025Q1: 50,050 shares; 2025Q2: 37,406 shares; 2025Q3: 37,406 shares; 2025Q4: 31,915 shares; 2026Q1: 32,444 shares; 2026Q2: 17,505 shares 17,505 $534K 0.17% -14,939 Timeline QBF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,784 shares; 2026Q1: 30,655 shares; 2026Q2: 34,206 shares 34,206 $528K 0.17% +3,551 Timeline SPHY 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 loaded; 2024Q4: 24,167 shares; 2025Q1: 17,201 shares; 2025Q2: 17,756 shares; 2025Q3: not reported; 2025Q4: 20,717 shares; 2026Q1: 20,628 shares; 2026Q2: 22,287 shares 22,287 $519K 0.17% +1,659 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,609 shares; 2026Q1: 20,042 shares; 2026Q2: 18,702 shares 18,702 $519K 0.17% -1,340 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: not loaded; 2024Q4: 8,292 shares; 2025Q1: 6,578 shares; 2025Q2: 6,760 shares; 2025Q3: 6,068 shares; 2025Q4: 4,852 shares; 2026Q1: 3,532 shares; 2026Q2: 3,578 shares 3,578 $516K 0.17% +46 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,913 shares; 2025Q1: 23,090 shares; 2025Q2: 14,960 shares; 2025Q3: 16,535 shares; 2025Q4: 14,824 shares; 2026Q1: 13,721 shares; 2026Q2: 15,204 shares 15,204 $512K 0.17% +1,483 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: not loaded; 2024Q4: 1,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $501K 0.16% new 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: not loaded; 2024Q4: 8,479 shares; 2025Q1: 5,877 shares; 2025Q2: 7,344 shares; 2025Q3: 5,533 shares; 2025Q4: 5,617 shares; 2026Q1: 5,682 shares; 2026Q2: 5,754 shares 5,754 $500K 0.16% +72 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,075 shares 8,075 $499K 0.16% new 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: not loaded; 2024Q4: 2,885 shares; 2025Q1: 1,870 shares; 2025Q2: 1,893 shares; 2025Q3: 1,896 shares; 2025Q4: 1,925 shares; 2026Q1: 1,908 shares; 2026Q2: 1,998 shares 1,998 $493K 0.16% +90 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,275 shares; 2026Q2: 12,766 shares 12,766 $485K 0.16% +491 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares; 2026Q2: 1,952 shares 1,952 $484K 0.16% +425 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 248 shares; 2025Q4: 260 shares; 2026Q1: 251 shares; 2026Q2: 2,311 shares 2,311 $480K 0.16% +2,060 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 711 shares; 2025Q3: 741 shares; 2025Q4: 771 shares; 2026Q1: 788 shares; 2026Q2: 792 shares 792 $474K 0.15% +4 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,011 shares 8,011 $461K 0.15% new 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: not loaded; 2024Q4: 2,725 shares; 2025Q1: 2,597 shares; 2025Q2: 2,444 shares; 2025Q3: 1,913 shares; 2025Q4: 1,648 shares; 2026Q1: 1,306 shares; 2026Q2: 1,298 shares 1,298 $455K 0.15% -8 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,817 shares 1,817 $450K 0.15% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,335 shares; 2025Q1: 3,444 shares; 2025Q2: 3,585 shares; 2025Q3: 2,719 shares; 2025Q4: 2,476 shares; 2026Q1: 2,407 shares; 2026Q2: 2,345 shares 2,345 $445K 0.14% -62 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,433 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,955 shares; 2026Q1: 60,983 shares; 2026Q2: 5,333 shares 5,333 $426K 0.14% -55,650 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,544 shares; 2025Q1: 2,574 shares; 2025Q2: 2,589 shares; 2025Q3: 2,695 shares; 2025Q4: 2,747 shares; 2026Q1: 2,746 shares; 2026Q2: 2,749 shares 2,749 $424K 0.14% +3 Timeline ROKT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,307 shares; 2026Q2: 3,425 shares 3,425 $415K 0.14% +118 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,543 shares; 2025Q1: 7,141 shares; 2025Q2: 7,141 shares; 2025Q3: 7,141 shares; 2025Q4: 7,141 shares; 2026Q1: 7,141 shares; 2026Q2: 7,141 shares 7,141 $409K 0.13% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,239 shares; 2025Q2: 1,197 shares; 2025Q3: 1,070 shares; 2025Q4: 1,085 shares; 2026Q1: 1,114 shares; 2026Q2: 1,089 shares 1,089 $409K 0.13% -25 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,697 shares; 2026Q1: 6,771 shares; 2026Q2: 4,933 shares 4,933 $401K 0.13% -1,838 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: not loaded; 2024Q4: 3,412 shares; 2025Q1: 2,857 shares; 2025Q2: 2,770 shares; 2025Q3: 2,815 shares; 2025Q4: 2,808 shares; 2026Q1: 11,052 shares; 2026Q2: 4,804 shares 4,804 $399K 0.13% -6,248 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: not loaded; 2024Q4: 4,335 shares; 2025Q1: 4,058 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 2,394 shares; 2026Q1: 2,303 shares; 2026Q2: 1,272 shares 1,272 $395K 0.13% -1,031 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,196 shares; 2025Q1: 17,196 shares; 2025Q2: 17,196 shares; 2025Q3: 17,196 shares; 2025Q4: 18,808 shares; 2026Q1: 19,314 shares; 2026Q2: 19,808 shares 19,808 $392K 0.13% +494 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: not loaded; 2024Q4: 6,408 shares; 2025Q1: 7,176 shares; 2025Q2: 5,847 shares; 2025Q3: 5,797 shares; 2025Q4: 3,933 shares; 2026Q1: 3,890 shares; 2026Q2: 1,272 shares 1,272 $390K 0.13% -2,618 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,698 shares; 2025Q1: 12,037 shares; 2025Q2: 12,867 shares; 2025Q3: not reported; 2025Q4: 13,673 shares; 2026Q1: 13,749 shares; 2026Q2: 14,906 shares 14,906 $387K 0.13% +1,157 Timeline DFSB 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 loaded; 2024Q4: 6,335 shares; 2025Q1: 6,725 shares; 2025Q2: 6,733 shares; 2025Q3: 6,759 shares; 2025Q4: 7,063 shares; 2026Q1: 7,456 shares; 2026Q2: 7,460 shares 7,460 $380K 0.12% +4 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: not loaded; 2024Q4: 3,464 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,464 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,464 shares 3,464 $378K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares 1,675 $372K 0.12% 0 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: not loaded; 2024Q4: 670 shares; 2025Q1: 420 shares; 2025Q2: 414 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 3,024 shares; 2026Q2: 3,027 shares 3,027 $369K 0.12% +3 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,541 shares; 2025Q3: 5,047 shares; 2025Q4: 5,526 shares; 2026Q1: 5,254 shares; 2026Q2: 4,548 shares 4,548 $368K 0.12% -706 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: not loaded; 2024Q4: 37,182 shares; 2025Q1: 31,497 shares; 2025Q2: 30,480 shares; 2025Q3: 30,480 shares; 2025Q4: 14,194 shares; 2026Q1: 2,814 shares; 2026Q2: 2,971 shares 2,971 $365K 0.12% +157 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,633 shares; 2026Q2: 6,997 shares 6,997 $359K 0.12% +364 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,122 shares; 2026Q1: 4,291 shares; 2026Q2: 4,580 shares 4,580 $355K 0.12% +289 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,644 shares 3,644 $339K 0.11% new 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: not loaded; 2024Q4: 2,263 shares; 2025Q1: 2,262 shares; 2025Q2: 2,012 shares; 2025Q3: 1,426 shares; 2025Q4: 1,759 shares; 2026Q1: 4,752 shares; 2026Q2: 1,721 shares 1,721 $338K 0.11% -3,031 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,645 shares; 2026Q2: 6,838 shares 6,838 $337K 0.11% +193 Timeline FTC 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 loaded; 2024Q4: 3,600 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $337K 0.11% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,380 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares 4,380 $331K 0.11% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,013 shares; 2025Q1: 1,402 shares; 2025Q2: 1,936 shares; 2025Q3: 1,411 shares; 2025Q4: 1,409 shares; 2026Q1: 1,415 shares; 2026Q2: 1,410 shares 1,410 $329K 0.11% -5 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,509 shares; 2025Q1: 1,384 shares; 2025Q2: 1,065 shares; 2025Q3: 1,202 shares; 2025Q4: 1,123 shares; 2026Q1: 1,091 shares; 2026Q2: 905 shares 905 $329K 0.11% -186 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960 $323K 0.11% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,887 shares; 2025Q1: 15,824 shares; 2025Q2: 15,995 shares; 2025Q3: 14,419 shares; 2025Q4: 14,099 shares; 2026Q1: 13,845 shares; 2026Q2: 9,088 shares 9,088 $318K 0.1% -4,757 Timeline GRPM 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 loaded; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,122 shares; 2025Q4: 2,037 shares; 2026Q1: 2,075 shares; 2026Q2: 2,220 shares 2,220 $318K 0.1% +145 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,895 shares; 2025Q3: 2,104 shares; 2025Q4: 2,408 shares; 2026Q1: 2,433 shares; 2026Q2: 2,234 shares 2,234 $317K 0.1% -199 Timeline DFSE 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 loaded; 2024Q4: not reported; 2025Q1: 6,357 shares; 2025Q2: 6,247 shares; 2025Q3: 6,450 shares; 2025Q4: 6,487 shares; 2026Q1: 6,527 shares; 2026Q2: 6,567 shares 6,567 $315K 0.1% +40 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: not reported; 2026Q1: 12,683 shares; 2026Q2: 12,637 shares 12,637 $311K 0.1% -46 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: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $304K 0.1% 0 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: not loaded; 2024Q4: 1,562 shares; 2025Q1: 1,163 shares; 2025Q2: 1,159 shares; 2025Q3: 1,229 shares; 2025Q4: 1,212 shares; 2026Q1: 1,213 shares; 2026Q2: 1,214 shares 1,214 $303K 0.1% +1 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373 $301K 0.1% new Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,931 shares; 2026Q1: not reported; 2026Q2: 3,722 shares 3,722 $297K 0.1% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,387 shares; 2025Q1: 5,288 shares; 2025Q2: 5,441 shares; 2025Q3: 5,135 shares; 2025Q4: 4,340 shares; 2026Q1: 4,346 shares; 2026Q2: 4,104 shares 4,104 $290K 0.09% -242 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: not loaded; 2024Q4: 578 shares; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 2,322 shares; 2026Q2: 2,323 shares 2,323 $289K 0.09% +1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 4,363 shares; 2025Q2: 4,595 shares; 2025Q3: not reported; 2025Q4: 5,037 shares; 2026Q1: 5,187 shares; 2026Q2: 5,775 shares 5,775 $288K 0.09% +588 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: not loaded; 2024Q4: 31,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,909 shares; 2026Q2: 1,909 shares 1,909 $288K 0.09% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,590 shares; 2025Q1: 15,590 shares; 2025Q2: 18,395 shares; 2025Q3: 19,304 shares; 2025Q4: 20,413 shares; 2026Q1: 20,657 shares; 2026Q2: 20,628 shares 20,628 $287K 0.09% -29 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,019 shares; 2025Q3: 2,077 shares; 2025Q4: 2,085 shares; 2026Q1: 1,915 shares; 2026Q2: 1,918 shares 1,918 $286K 0.09% +3 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: not loaded; 2024Q4: 13,927 shares; 2025Q1: 10,194 shares; 2025Q2: 9,651 shares; 2025Q3: not reported; 2025Q4: 5,424 shares; 2026Q1: 5,227 shares; 2026Q2: 5,639 shares 5,639 $280K 0.09% +412 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,509 shares; 2025Q1: 2,761 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,611 shares 1,611 $276K 0.09% -209 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,235 shares 2,235 $274K 0.09% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $271K 0.09% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,095 shares; 2026Q2: 10,775 shares 10,775 $271K 0.09% +8,680 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares; 2026Q2: 4,852 shares 4,852 $269K 0.09% +517 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,879 shares; 2025Q1: 3,811 shares; 2025Q2: 3,855 shares; 2025Q3: not reported; 2025Q4: 7,233 shares; 2026Q1: 7,143 shares; 2026Q2: 4,000 shares 4,000 $267K 0.09% -3,143 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,645 shares 2,645 $267K 0.09% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,693 shares; 2025Q1: 2,693 shares; 2025Q2: 2,732 shares; 2025Q3: not reported; 2025Q4: 3,152 shares; 2026Q1: 3,266 shares; 2026Q2: 3,334 shares 3,334 $266K 0.09% +68 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 2,477 shares; 2025Q4: 2,522 shares; 2026Q1: 2,567 shares; 2026Q2: 2,567 shares 2,567 $265K 0.09% 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 loaded; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 84 shares 84 $260K 0.08% -1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,745 shares; 2025Q4: 1,940 shares; 2026Q1: 1,596 shares; 2026Q2: 1,738 shares 1,738 $260K 0.08% +142 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,488 shares; 2025Q1: 1,463 shares; 2025Q2: 1,423 shares; 2025Q3: 1,448 shares; 2025Q4: 1,468 shares; 2026Q1: 1,475 shares; 2026Q2: 1,415 shares 1,415 $251K 0.08% -60 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: not loaded; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 5,015 shares; 2025Q3: 5,015 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $249K 0.08% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,686 shares; 2026Q1: 2,716 shares; 2026Q2: 2,676 shares 2,676 $247K 0.08% -40 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,623 shares; 2025Q1: 40,697 shares; 2025Q2: 37,882 shares; 2025Q3: 37,882 shares; 2025Q4: 4,612 shares; 2026Q1: 2,939 shares; 2026Q2: 2,939 shares 2,939 $245K 0.08% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 1,781 shares; 2025Q3: 1,821 shares; 2025Q4: 1,805 shares; 2026Q1: 1,812 shares; 2026Q2: 1,943 shares 1,943 $245K 0.08% +131 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 1,142 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $245K 0.08% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194 shares 194 $245K 0.08% new 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: not loaded; 2024Q4: 1,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,486 shares; 2026Q1: 1,461 shares; 2026Q2: 1,436 shares 1,436 $234K 0.08% -25 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 678 shares 678 $232K 0.08% new Timeline XLG 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 loaded; 2024Q4: 4,649 shares; 2025Q1: 4,582 shares; 2025Q2: 4,586 shares; 2025Q3: 3,689 shares; 2025Q4: 3,877 shares; 2026Q1: 3,630 shares; 2026Q2: 3,634 shares 3,634 $230K 0.07% +4 Timeline BGLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,971 shares; 2026Q1: 12,319 shares; 2026Q2: 13,293 shares 13,293 $228K 0.07% +974 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,448 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,603 shares; 2026Q2: 1,603 shares 1,603 $228K 0.07% 0 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,205 shares; 2026Q2: 8,353 shares 8,353 $222K 0.07% +148 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,597 shares 1,597 $221K 0.07% new 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: not loaded; 2024Q4: 1,548 shares; 2025Q1: 1,346 shares; 2025Q2: 1,351 shares; 2025Q3: 637 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $212K 0.07% new Timeline XSMO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,167 shares; 2025Q4: 5,202 shares; 2026Q1: 2,932 shares; 2026Q2: 2,337 shares 2,337 $208K 0.07% -595 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,249 shares 3,249 $206K 0.07% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,966 shares; 2025Q1: 7,713 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,542 shares; 2026Q2: 7,448 shares 7,448 $206K 0.07% -1,094 Timeline PLTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,450 shares; 2025Q4: 9,496 shares; 2026Q1: 9,496 shares; 2026Q2: 7,280 shares 7,280 $204K 0.07% -2,216 Timeline