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: 260,309 shares; 2024Q4: 247,897 shares; 2025Q1: 248,579 shares; 2025Q2: 245,382 shares; 2025Q3: 246,540 shares; 2025Q4: 241,176 shares; 2026Q1: 239,799 shares; 2026Q2: 236,351 shares 236,351 $177M 14.04% -3,448 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: 522,287 shares; 2024Q4: 490,520 shares; 2025Q1: 483,999 shares; 2025Q2: 472,929 shares; 2025Q3: 471,726 shares; 2025Q4: 921,467 shares; 2026Q1: 906,122 shares; 2026Q2: 872,595 shares 872,595 $166M 13.22% -33,527 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: 240,646 shares; 2024Q4: 223,959 shares; 2025Q1: 222,910 shares; 2025Q2: 218,195 shares; 2025Q3: 217,689 shares; 2025Q4: 214,319 shares; 2026Q1: 211,706 shares; 2026Q2: 208,394 shares 208,394 $147M 11.66% -3,312 Timeline JIRE 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: 9,912 shares; 2025Q1: 875,352 shares; 2025Q2: 868,178 shares; 2025Q3: 876,831 shares; 2025Q4: 876,883 shares; 2026Q1: 916,819 shares; 2026Q2: 915,678 shares 915,678 $75.5M 6.01% -1,141 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: 546,820 shares; 2024Q4: 512,581 shares; 2025Q1: 504,178 shares; 2025Q2: 490,691 shares; 2025Q3: 483,785 shares; 2025Q4: 477,221 shares; 2026Q1: 471,537 shares; 2026Q2: 468,151 shares 468,151 $74.3M 5.91% -3,386 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: 799,973 shares; 2024Q4: 684,389 shares; 2025Q1: 691,488 shares; 2025Q2: 668,641 shares; 2025Q3: 676,774 shares; 2025Q4: 682,468 shares; 2026Q1: 793,408 shares; 2026Q2: 796,303 shares 796,303 $60.4M 4.8% +2,895 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: 141,647 shares; 2024Q4: 141,738 shares; 2025Q1: 141,549 shares; 2025Q2: 138,423 shares; 2025Q3: 138,709 shares; 2025Q4: 134,715 shares; 2026Q1: 130,159 shares; 2026Q2: 122,456 shares 122,456 $50.1M 3.99% -7,703 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: 658,123 shares; 2024Q4: 644,336 shares; 2025Q1: 646,070 shares; 2025Q2: 637,650 shares; 2025Q3: 639,567 shares; 2025Q4: 627,263 shares; 2026Q1: 475,085 shares; 2026Q2: 450,415 shares 450,415 $37.4M 2.98% -24,670 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: 50,126 shares; 2024Q4: 49,246 shares; 2025Q1: 49,128 shares; 2025Q2: 47,829 shares; 2025Q3: 48,313 shares; 2025Q4: 47,852 shares; 2026Q1: 48,837 shares; 2026Q2: 48,088 shares 48,088 $35.4M 2.82% -749 Timeline CGW 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: 571,788 shares; 2024Q4: 522,620 shares; 2025Q1: 517,272 shares; 2025Q2: 504,305 shares; 2025Q3: 506,059 shares; 2025Q4: 507,186 shares; 2026Q1: 498,177 shares; 2026Q2: 510,148 shares 510,148 $33.5M 2.67% +11,971 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: 208,377 shares; 2024Q4: 183,248 shares; 2025Q1: 246,774 shares; 2025Q2: 153,343 shares; 2025Q3: 152,831 shares; 2025Q4: 149,197 shares; 2026Q1: 212,417 shares; 2026Q2: 211,934 shares 211,934 $31.4M 2.5% -483 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: 262,108 shares; 2024Q4: 231,965 shares; 2025Q1: 231,426 shares; 2025Q2: 228,187 shares; 2025Q3: 229,075 shares; 2025Q4: 230,157 shares; 2026Q1: 198,052 shares; 2026Q2: 191,733 shares 191,733 $30.3M 2.41% -6,319 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,454 shares; 2024Q4: 57,655 shares; 2025Q1: 56,239 shares; 2025Q2: 54,188 shares; 2025Q3: 52,040 shares; 2025Q4: 50,729 shares; 2026Q1: 48,876 shares; 2026Q2: 48,553 shares 48,553 $25.4M 2.02% -323 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: 665,917 shares; 2024Q4: 631,318 shares; 2025Q1: 216,606 shares; 2025Q2: 224,378 shares; 2025Q3: 223,359 shares; 2025Q4: 224,373 shares; 2026Q1: 222,771 shares; 2026Q2: 227,051 shares 227,051 $21.9M 1.74% +4,280 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: 284,325 shares; 2024Q4: 260,538 shares; 2025Q1: 262,784 shares; 2025Q2: 325,849 shares; 2025Q3: 322,298 shares; 2025Q4: 315,791 shares; 2026Q1: 198,127 shares; 2026Q2: 182,572 shares 182,572 $17.6M 1.4% -15,555 Timeline VCRB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,869 shares; 2025Q3: 25,099 shares; 2025Q4: 87,245 shares; 2026Q1: 209,080 shares; 2026Q2: 224,673 shares 224,673 $17.4M 1.38% +15,593 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,204 shares; 2025Q4: 113,886 shares; 2026Q1: 171,311 shares; 2026Q2: 167,501 shares 167,501 $16.9M 1.34% -3,810 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162,737 shares; 2025Q3: 162,811 shares; 2025Q4: 160,558 shares; 2026Q1: 186,662 shares; 2026Q2: 186,248 shares 186,248 $15.3M 1.22% -414 Timeline VOX 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: 68,922 shares; 2024Q4: 68,917 shares; 2025Q1: 70,137 shares; 2025Q2: 71,848 shares; 2025Q3: 72,737 shares; 2025Q4: 72,881 shares; 2026Q1: 73,241 shares; 2026Q2: 75,602 shares 75,602 $13.9M 1.11% +2,361 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,791 shares; 2024Q4: 37,040 shares; 2025Q1: 37,006 shares; 2025Q2: 37,016 shares; 2025Q3: 37,081 shares; 2025Q4: 34,507 shares; 2026Q1: 31,204 shares; 2026Q2: 31,236 shares 31,236 $13.3M 1.06% +32 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,978 shares; 2026Q1: 343,833 shares; 2026Q2: 459,834 shares 459,834 $11.8M 0.94% +116,001 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: 31,517 shares; 2024Q4: 28,797 shares; 2025Q1: 30,022 shares; 2025Q2: 29,487 shares; 2025Q3: 29,631 shares; 2025Q4: 29,702 shares; 2026Q1: 30,142 shares; 2026Q2: 30,747 shares 30,747 $11.3M 0.9% +605 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,141 shares; 2024Q4: 75,170 shares; 2025Q1: 83,634 shares; 2025Q2: 89,035 shares; 2025Q3: 91,052 shares; 2025Q4: 92,409 shares; 2026Q1: 93,511 shares; 2026Q2: 100,180 shares 100,180 $10.7M 0.85% +6,669 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,364 shares; 2025Q1: 4,250 shares; 2025Q2: 2,303 shares; 2025Q3: 2,471 shares; 2025Q4: 2,555 shares; 2026Q1: 14,162 shares; 2026Q2: 15,290 shares 15,290 $9.8M 0.78% +1,128 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: 188,513 shares; 2024Q4: 206,976 shares; 2025Q1: 215,655 shares; 2025Q2: 236,931 shares; 2025Q3: 234,881 shares; 2025Q4: 239,188 shares; 2026Q1: 130,033 shares; 2026Q2: 125,655 shares 125,655 $7.31M 0.58% -4,378 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: 2,755 shares; 2024Q4: 2,769 shares; 2025Q1: 4,331 shares; 2025Q2: 6,620 shares; 2025Q3: 6,746 shares; 2025Q4: 14,931 shares; 2026Q1: 68,056 shares; 2026Q2: 81,419 shares 81,419 $6.43M 0.51% +13,363 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: 18,054 shares; 2024Q4: 17,607 shares; 2025Q1: 17,629 shares; 2025Q2: 18,058 shares; 2025Q3: 18,025 shares; 2025Q4: 18,237 shares; 2026Q1: 18,561 shares; 2026Q2: 19,540 shares 19,540 $5.65M 0.45% +979 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: 122,812 shares; 2024Q4: 117,100 shares; 2025Q1: 62,934 shares; 2025Q2: 45,388 shares; 2025Q3: 43,662 shares; 2025Q4: 43,964 shares; 2026Q1: 58,907 shares; 2026Q2: 54,423 shares 54,423 $5.39M 0.43% -4,484 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: 146,596 shares; 2024Q4: 147,666 shares; 2025Q1: 68,425 shares; 2025Q2: 68,817 shares; 2025Q3: 69,079 shares; 2025Q4: 69,997 shares; 2026Q1: 70,095 shares; 2026Q2: 70,395 shares 70,395 $5.02M 0.4% +300 Timeline PHO 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: 72,982 shares; 2024Q4: 72,648 shares; 2025Q1: 72,130 shares; 2025Q2: 70,476 shares; 2025Q3: 70,536 shares; 2025Q4: 69,285 shares; 2026Q1: 68,420 shares; 2026Q2: 70,056 shares 70,056 $4.84M 0.38% +1,636 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 19,660 shares; 2026Q2: 25,900 shares 25,900 $4.65M 0.37% +6,240 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,520 shares; 2026Q1: 63,034 shares; 2026Q2: 88,897 shares 88,897 $4.48M 0.36% +25,863 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: 14,952 shares; 2024Q4: 14,439 shares; 2025Q1: 14,329 shares; 2025Q2: 14,277 shares; 2025Q3: 14,312 shares; 2025Q4: 14,015 shares; 2026Q1: 13,847 shares; 2026Q2: 55,123 shares 55,123 $4.44M 0.35% +41,276 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,813 shares; 2024Q4: 32,163 shares; 2025Q1: 31,574 shares; 2025Q2: 28,664 shares; 2025Q3: 29,142 shares; 2025Q4: 30,114 shares; 2026Q1: 31,253 shares; 2026Q2: 27,770 shares 27,770 $4.39M 0.35% -3,483 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: 20,112 shares; 2024Q4: 19,346 shares; 2025Q1: 19,113 shares; 2025Q2: 19,015 shares; 2025Q3: 19,029 shares; 2025Q4: 19,221 shares; 2026Q1: 19,096 shares; 2026Q2: 17,591 shares 17,591 $4.16M 0.33% -1,505 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: 60,450 shares; 2024Q4: 56,333 shares; 2025Q1: 56,382 shares; 2025Q2: 56,013 shares; 2025Q3: 56,215 shares; 2025Q4: 56,050 shares; 2026Q1: 51,421 shares; 2026Q2: 36,610 shares 36,610 $4.04M 0.32% -14,811 Timeline BBH 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: 18,231 shares; 2024Q4: 17,683 shares; 2025Q1: 17,429 shares; 2025Q2: 15,713 shares; 2025Q3: 15,251 shares; 2025Q4: 16,494 shares; 2026Q1: 20,276 shares; 2026Q2: 19,765 shares 19,765 $4.02M 0.32% -511 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,107 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,084 shares; 2025Q3: 6,086 shares; 2025Q4: 12,301 shares; 2026Q1: 40,658 shares; 2026Q2: 64,173 shares 64,173 $3.78M 0.3% +23,515 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 reported; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 19,155 shares; 2025Q3: 30,743 shares; 2025Q4: 35,056 shares; 2026Q1: 54,069 shares; 2026Q2: 73,582 shares 73,582 $3.7M 0.29% +19,513 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,175 shares 83,175 $3.42M 0.27% new 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: 16,155 shares; 2024Q4: 15,812 shares; 2025Q1: 15,393 shares; 2025Q2: 14,843 shares; 2025Q3: 14,665 shares; 2025Q4: 13,496 shares; 2026Q1: 13,485 shares; 2026Q2: 13,284 shares 13,284 $3.35M 0.27% -201 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,978 shares; 2024Q4: 51,007 shares; 2025Q1: 39,862 shares; 2025Q2: 45,736 shares; 2025Q3: 45,479 shares; 2025Q4: 44,396 shares; 2026Q1: 45,421 shares; 2026Q2: 47,162 shares 47,162 $3.17M 0.25% +1,741 Timeline MOO 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: 49,750 shares; 2024Q4: 41,347 shares; 2025Q1: 40,486 shares; 2025Q2: 38,960 shares; 2025Q3: 38,536 shares; 2025Q4: 39,233 shares; 2026Q1: 37,741 shares; 2026Q2: 36,915 shares 36,915 $2.92M 0.23% -826 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,474 shares; 2024Q4: 40,603 shares; 2025Q1: 40,371 shares; 2025Q2: 41,748 shares; 2025Q3: 42,346 shares; 2025Q4: 42,448 shares; 2026Q1: 40,785 shares; 2026Q2: 40,897 shares 40,897 $2.74M 0.22% +112 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,457 shares; 2025Q4: 7,844 shares; 2026Q1: 18,143 shares; 2026Q2: 67,002 shares 67,002 $2.69M 0.21% +48,859 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,481 shares; 2024Q4: 47,988 shares; 2025Q1: 44,150 shares; 2025Q2: 44,344 shares; 2025Q3: 44,557 shares; 2025Q4: 44,527 shares; 2026Q1: 37,249 shares; 2026Q2: 36,530 shares 36,530 $2.65M 0.21% -719 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,364 shares; 2024Q4: 32,097 shares; 2025Q1: 32,063 shares; 2025Q2: 31,617 shares; 2025Q3: 30,747 shares; 2025Q4: 30,845 shares; 2026Q1: 30,497 shares; 2026Q2: 30,703 shares 30,703 $2.31M 0.18% +206 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: 6,601 shares; 2024Q4: 6,651 shares; 2025Q1: 6,725 shares; 2025Q2: 6,335 shares; 2025Q3: 6,373 shares; 2025Q4: 6,491 shares; 2026Q1: 8,699 shares; 2026Q2: 9,351 shares 9,351 $2.23M 0.18% +652 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: 5,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares; 2025Q3: 5,131 shares; 2025Q4: 5,120 shares; 2026Q1: 4,871 shares; 2026Q2: 4,841 shares 4,841 $2.1M 0.17% -30 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: 13,039 shares; 2024Q4: 13,121 shares; 2025Q1: 13,018 shares; 2025Q2: 12,547 shares; 2025Q3: 12,438 shares; 2025Q4: 11,651 shares; 2026Q1: 9,132 shares; 2026Q2: 9,103 shares 9,103 $1.94M 0.15% -29 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,253 shares; 2025Q2: 12,548 shares; 2025Q3: 12,571 shares; 2025Q4: 22,406 shares; 2026Q1: 37,285 shares; 2026Q2: 36,653 shares 36,653 $1.86M 0.15% -632 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,785 shares; 2026Q2: 2,920 shares 2,920 $1.82M 0.14% +135 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: 420 shares; 2024Q4: 4,273 shares; 2025Q1: 4,513 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 5,415 shares; 2026Q1: 7,142 shares; 2026Q2: 8,940 shares 8,940 $1.79M 0.14% +1,798 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,372 shares; 2025Q1: 1,362 shares; 2025Q2: 1,738 shares; 2025Q3: 1,723 shares; 2025Q4: 1,828 shares; 2026Q1: 1,848 shares; 2026Q2: 14,782 shares 14,782 $1.77M 0.14% +12,934 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: 29,954 shares; 2024Q4: 27,471 shares; 2025Q1: 27,618 shares; 2025Q2: 27,247 shares; 2025Q3: 28,088 shares; 2025Q4: 28,413 shares; 2026Q1: 28,402 shares; 2026Q2: 28,657 shares 28,657 $1.71M 0.14% +255 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: 5,408 shares; 2024Q4: 5,002 shares; 2025Q1: 5,003 shares; 2025Q2: 5,084 shares; 2025Q3: 4,504 shares; 2025Q4: 4,425 shares; 2026Q1: 4,574 shares; 2026Q2: 4,682 shares 4,682 $1.65M 0.13% +108 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: 3,844 shares; 2024Q4: 3,684 shares; 2025Q1: 4,324 shares; 2025Q2: 4,312 shares; 2025Q3: 4,319 shares; 2025Q4: 4,201 shares; 2026Q1: 4,391 shares; 2026Q2: 4,588 shares 4,588 $1.64M 0.13% +197 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: 117,149 shares; 2024Q4: 90,948 shares; 2025Q1: 27,116 shares; 2025Q2: 27,614 shares; 2025Q3: 27,613 shares; 2025Q4: 27,185 shares; 2026Q1: 21,098 shares; 2026Q2: 21,408 shares 21,408 $1.49M 0.12% +310 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: 22,649 shares; 2024Q4: 16,676 shares; 2025Q1: 16,676 shares; 2025Q2: 15,675 shares; 2025Q3: 15,478 shares; 2025Q4: 15,799 shares; 2026Q1: 15,848 shares; 2026Q2: 16,309 shares 16,309 $1.35M 0.11% +461 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: 2,597 shares; 2024Q4: 2,534 shares; 2025Q1: 2,534 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares; 2026Q2: 14,634 shares 14,634 $1.26M 0.1% +12,164 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,973 shares; 2024Q4: 7,144 shares; 2025Q1: 7,306 shares; 2025Q2: 7,092 shares; 2025Q3: 7,229 shares; 2025Q4: 7,245 shares; 2026Q1: 7,283 shares; 2026Q2: 7,348 shares 7,348 $1.22M 0.1% +65 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: 2,280 shares; 2024Q4: 2,201 shares; 2025Q1: 2,404 shares; 2025Q2: 2,642 shares; 2025Q3: 2,661 shares; 2025Q4: 2,833 shares; 2026Q1: 2,828 shares; 2026Q2: 3,230 shares 3,230 $1.21M 0.1% +402 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,979 shares; 2024Q4: 21,977 shares; 2025Q1: 21,977 shares; 2025Q2: 21,977 shares; 2025Q3: 21,977 shares; 2025Q4: 21,380 shares; 2026Q1: 21,261 shares; 2026Q2: 21,036 shares 21,036 $1.12M 0.09% -225 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: 4,652 shares; 2024Q4: 4,569 shares; 2025Q1: 4,569 shares; 2025Q2: 4,569 shares; 2025Q3: 4,569 shares; 2025Q4: 4,569 shares; 2026Q1: 4,569 shares; 2026Q2: 4,592 shares 4,592 $1M 0.08% +23 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: 3,933 shares; 2024Q4: 3,956 shares; 2025Q1: 3,965 shares; 2025Q2: 3,898 shares; 2025Q3: 3,843 shares; 2025Q4: 3,849 shares; 2026Q1: 3,248 shares; 2026Q2: 3,234 shares 3,234 $980K 0.08% -14 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: not reported; 2024Q4: 3,193 shares; 2025Q1: 3,295 shares; 2025Q2: 3,780 shares; 2025Q3: 3,873 shares; 2025Q4: 4,976 shares; 2026Q1: 5,392 shares; 2026Q2: 11,154 shares 11,154 $980K 0.08% +5,762 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: 3,323 shares; 2024Q4: 3,303 shares; 2025Q1: 3,329 shares; 2025Q2: 2,994 shares; 2025Q3: 2,834 shares; 2025Q4: 2,870 shares; 2026Q1: 3,106 shares; 2026Q2: 3,188 shares 3,188 $953K 0.08% +82 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: 1,418 shares; 2024Q4: 1,383 shares; 2025Q1: 1,494 shares; 2025Q2: 1,532 shares; 2025Q3: 1,533 shares; 2025Q4: 1,442 shares; 2026Q1: 1,562 shares; 2026Q2: 1,644 shares 1,644 $926K 0.07% +82 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: 1,363 shares; 2024Q4: 1,303 shares; 2025Q1: 1,279 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $912K 0.07% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,006 shares; 2024Q4: 41,390 shares; 2025Q1: 39,272 shares; 2025Q2: 38,478 shares; 2025Q3: 38,453 shares; 2025Q4: 38,489 shares; 2026Q1: 37,153 shares; 2026Q2: 36,878 shares 36,878 $905K 0.07% -275 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: 14,256 shares; 2024Q4: 14,366 shares; 2025Q1: 18,728 shares; 2025Q2: 13,527 shares; 2025Q3: 12,833 shares; 2025Q4: 11,649 shares; 2026Q1: 11,659 shares; 2026Q2: 11,671 shares 11,671 $900K 0.07% +12 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: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 2,412 shares 2,412 $893K 0.07% +1,025 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: 16,325 shares; 2024Q4: 11,121 shares; 2025Q1: 11,438 shares; 2025Q2: 12,238 shares; 2025Q3: 12,292 shares; 2025Q4: 12,077 shares; 2026Q1: 4,074 shares; 2026Q2: 3,814 shares 3,814 $860K 0.07% -260 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: 9,675 shares; 2024Q4: 9,612 shares; 2025Q1: 9,573 shares; 2025Q2: 9,437 shares; 2025Q3: 9,248 shares; 2025Q4: 9,170 shares; 2026Q1: 5,632 shares; 2026Q2: 5,562 shares 5,562 $846K 0.07% -70 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,232 shares; 2024Q4: 11,150 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,866 shares; 2026Q1: 12,463 shares; 2026Q2: 11,299 shares 11,299 $773K 0.06% -1,164 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: 6,020 shares; 2024Q4: 6,020 shares; 2025Q1: 5,594 shares; 2025Q2: 5,594 shares; 2025Q3: 5,594 shares; 2025Q4: 5,594 shares; 2026Q1: 5,594 shares; 2026Q2: 5,594 shares 5,594 $769K 0.06% 0 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: not reported; 2026Q1: 4,667 shares; 2026Q2: 9,618 shares 9,618 $650K 0.05% +4,951 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares; 2026Q2: 1,710 shares 1,710 $646K 0.05% +596 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: 10,841 shares; 2024Q4: 5,960 shares; 2025Q1: 5,985 shares; 2025Q2: 10,752 shares; 2025Q3: 12,010 shares; 2025Q4: 26,746 shares; 2026Q1: 14,195 shares; 2026Q2: 14,259 shares 14,259 $628K 0.05% +64 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,701 shares; 2024Q4: 8,143 shares; 2025Q1: 7,874 shares; 2025Q2: 8,024 shares; 2025Q3: 8,024 shares; 2025Q4: 7,838 shares; 2026Q1: 7,742 shares; 2026Q2: 7,730 shares 7,730 $611K 0.05% -12 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: 1,771 shares; 2024Q4: 1,784 shares; 2025Q1: 1,788 shares; 2025Q2: 1,756 shares; 2025Q3: 1,760 shares; 2025Q4: 1,764 shares; 2026Q1: 1,767 shares; 2026Q2: 1,771 shares 1,771 $532K 0.04% +4 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: 4,417 shares; 2024Q4: 4,188 shares; 2025Q1: 4,191 shares; 2025Q2: 4,341 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,488 shares; 2026Q2: 4,645 shares 4,645 $526K 0.04% +157 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,900 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,528 shares; 2025Q4: 1,521 shares; 2026Q1: 1,536 shares; 2026Q2: 1,511 shares 1,511 $515K 0.04% -25 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,214 shares; 2025Q2: 21,274 shares; 2025Q3: 21,274 shares; 2025Q4: 21,352 shares; 2026Q1: 3,655 shares; 2026Q2: 6,588 shares 6,588 $505K 0.04% +2,933 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,436 shares; 2025Q1: 1,499 shares; 2025Q2: 1,504 shares; 2025Q3: 1,443 shares; 2025Q4: 1,439 shares; 2026Q1: 1,448 shares; 2026Q2: 1,446 shares 1,446 $480K 0.04% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,297 shares; 2026Q1: 4,435 shares; 2026Q2: 4,076 shares 4,076 $478K 0.04% -359 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $472K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,020 shares; 2026Q1: 4,020 shares; 2026Q2: 4,085 shares 4,085 $466K 0.04% +65 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,188 shares; 2025Q4: 6,188 shares; 2026Q1: 7,411 shares; 2026Q2: 7,044 shares 7,044 $462K 0.04% -367 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: 1,404 shares; 2024Q4: 1,253 shares; 2025Q1: 1,259 shares; 2025Q2: 1,297 shares; 2025Q3: 1,303 shares; 2025Q4: 1,288 shares; 2026Q1: 1,318 shares; 2026Q2: 1,305 shares 1,305 $460K 0.04% -13 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,912 shares; 2024Q4: 15,984 shares; 2025Q1: 26,839 shares; 2025Q2: 27,141 shares; 2025Q3: 27,172 shares; 2025Q4: 27,204 shares; 2026Q1: 27,234 shares; 2026Q2: 23,263 shares 23,263 $445K 0.04% -3,971 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,267 shares; 2026Q2: 2,372 shares 2,372 $439K 0.03% +105 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 5,224 shares; 2025Q1: 5,244 shares; 2025Q2: 4,000 shares; 2025Q3: 4,013 shares; 2025Q4: 3,820 shares; 2026Q1: 3,871 shares; 2026Q2: 3,962 shares 3,962 $412K 0.03% +91 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares; 2026Q2: 385 shares 385 $409K 0.03% +23 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,712 shares; 2024Q4: 9,697 shares; 2025Q1: 9,305 shares; 2025Q2: 9,385 shares; 2025Q3: 9,385 shares; 2025Q4: 9,385 shares; 2026Q1: 8,565 shares; 2026Q2: 8,462 shares 8,462 $404K 0.03% -103 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: 851 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,043 shares; 2025Q3: 1,039 shares; 2025Q4: 1,032 shares; 2026Q1: 1,050 shares; 2026Q2: 1,083 shares 1,083 $392K 0.03% +33 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: 697 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 632 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $389K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,025 shares; 2026Q1: 1,097 shares; 2026Q2: 1,187 shares 1,187 $389K 0.03% +90 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,530 shares; 2025Q1: 1,571 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,557 shares; 2026Q2: 1,569 shares 1,569 $386K 0.03% +12 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 941 shares; 2025Q3: 942 shares; 2025Q4: 938 shares; 2026Q1: 1,316 shares; 2026Q2: 1,367 shares 1,367 $384K 0.03% +51 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: 677 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 617 shares; 2025Q3: 650 shares; 2025Q4: 595 shares; 2026Q1: 665 shares; 2026Q2: 761 shares 761 $381K 0.03% +96 Timeline PPH 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: 5,029 shares; 2024Q4: 5,051 shares; 2025Q1: 5,051 shares; 2025Q2: 5,059 shares; 2025Q3: 5,067 shares; 2025Q4: 5,075 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $372K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,390 shares; 2026Q1: 4,485 shares; 2026Q2: 4,485 shares 4,485 $371K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,229 shares 2,229 $366K 0.03% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 10,666 shares; 2026Q1: 10,986 shares; 2026Q2: 14,794 shares 14,794 $362K 0.03% +3,808 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 568 shares; 2025Q1: 569 shares; 2025Q2: 556 shares; 2025Q3: 550 shares; 2025Q4: 552 shares; 2026Q1: 548 shares; 2026Q2: 563 shares 563 $357K 0.03% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612 $356K 0.03% new Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,363 shares; 2024Q4: 13,363 shares; 2025Q1: 15,363 shares; 2025Q2: 20,363 shares; 2025Q3: 20,363 shares; 2025Q4: 25,363 shares; 2026Q1: 25,363 shares; 2026Q2: 25,005 shares 25,005 $354K 0.03% -358 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: 1,195 shares; 2024Q4: 1,199 shares; 2025Q1: 1,201 shares; 2025Q2: 1,258 shares; 2025Q3: 1,262 shares; 2025Q4: 1,245 shares; 2026Q1: 1,296 shares; 2026Q2: 1,387 shares 1,387 $349K 0.03% +91 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,758 shares; 2026Q2: 3,824 shares 3,824 $346K 0.03% +1,066 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,889 shares; 2026Q1: 6,889 shares; 2026Q2: 6,889 shares 6,889 $343K 0.03% 0 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: 11,553 shares; 2024Q4: 11,553 shares; 2025Q1: 10,592 shares; 2025Q2: 10,675 shares; 2025Q3: 10,645 shares; 2025Q4: 10,607 shares; 2026Q1: 10,150 shares; 2026Q2: 10,448 shares 10,448 $334K 0.03% +298 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,852 shares 3,852 $329K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,660 shares; 2025Q3: 22,783 shares; 2025Q4: 28,335 shares; 2026Q1: 10,235 shares; 2026Q2: 10,330 shares 10,330 $328K 0.03% +95 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: 1,676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,143 shares; 2026Q1: 1,185 shares; 2026Q2: 1,280 shares 1,280 $325K 0.03% +95 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,635 shares 2,635 $310K 0.02% new 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 reported; 2024Q4: 304 shares; 2025Q1: 316 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 298 shares; 2026Q1: 299 shares; 2026Q2: 324 shares 324 $303K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: 8,102 shares; 2025Q2: 8,102 shares; 2025Q3: 8,102 shares; 2025Q4: 8,102 shares; 2026Q1: 8,102 shares; 2026Q2: 8,102 shares 8,102 $298K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,041 shares 3,041 $290K 0.02% new 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: 1,921 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 1,938 shares; 2026Q2: 1,983 shares 1,983 $257K 0.02% +45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 603 shares 603 $257K 0.02% +23 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 reported; 2024Q4: 1,527 shares; 2025Q1: 1,527 shares; 2025Q2: 1,565 shares; 2025Q3: 1,576 shares; 2025Q4: 1,584 shares; 2026Q1: 1,608 shares; 2026Q2: 1,713 shares 1,713 $251K 0.02% +105 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,487 shares 2,487 $248K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,366 shares; 2025Q1: 2,367 shares; 2025Q2: 2,388 shares; 2025Q3: 2,322 shares; 2025Q4: 2,293 shares; 2026Q1: 2,172 shares; 2026Q2: 2,219 shares 2,219 $245K 0.02% +47 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: 888 shares; 2024Q4: 1,139 shares; 2025Q1: 1,143 shares; 2025Q2: 1,173 shares; 2025Q3: 1,153 shares; 2025Q4: 1,158 shares; 2026Q1: 1,139 shares; 2026Q2: 1,096 shares 1,096 $242K 0.02% -43 Timeline GDX 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: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,126 shares; 2026Q2: 3,126 shares 3,126 $236K 0.02% 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: 6,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,681 shares 1,681 $235K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 957 shares; 2025Q1: 959 shares; 2025Q2: 825 shares; 2025Q3: 826 shares; 2025Q4: 807 shares; 2026Q1: 836 shares; 2026Q2: 837 shares 837 $226K 0.02% +1 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,920 shares; 2026Q1: not reported; 2026Q2: 2,938 shares 2,938 $213K 0.02% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $209K 0.02% new Timeline GUTS FRACTYL HEALTH INC More: the full row for FRACTYL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,118 shares; 2025Q1: 64,118 shares; 2025Q2: 64,118 shares; 2025Q3: 64,118 shares; 2025Q4: 64,118 shares; 2026Q1: 64,118 shares; 2026Q2: 64,118 shares 64,118 $50.9K <0.01% 0 Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,346 shares; 2024Q4: 23,346 shares; 2025Q1: 23,346 shares; 2025Q2: 23,346 shares; 2025Q3: 23,346 shares; 2025Q4: 23,346 shares; 2026Q1: 23,346 shares; 2026Q2: 23,346 shares 23,346 $22K <0.01% 0 Timeline