IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,773 shares; 2024Q4: 183,556 shares; 2025Q1: 183,451 shares; 2025Q2: 183,719 shares; 2025Q3: 185,431 shares; 2025Q4: 187,849 shares; 2026Q1: 190,694 shares; 2026Q2: 193,554 shares 193,554 $145M 29.14% +2,860 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: 41,525 shares; 2024Q4: 41,457 shares; 2025Q1: 40,096 shares; 2025Q2: 39,868 shares; 2025Q3: 39,844 shares; 2025Q4: 40,052 shares; 2026Q1: 40,704 shares; 2026Q2: 41,195 shares 41,195 $28.3M 5.69% +491 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251,125 shares; 2025Q2: 269,121 shares; 2025Q3: 516,194 shares; 2025Q4: 531,587 shares; 2026Q1: 556,609 shares; 2026Q2: 573,014 shares 573,014 $28.2M 5.68% +16,405 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: 281,120 shares; 2024Q4: 280,347 shares; 2025Q1: 274,156 shares; 2025Q2: 273,260 shares; 2025Q3: 275,420 shares; 2025Q4: 276,516 shares; 2026Q1: 281,336 shares; 2026Q2: 285,284 shares 285,284 $25.1M 5.04% +3,948 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: 383,626 shares; 2024Q4: 386,588 shares; 2025Q1: 376,472 shares; 2025Q2: 361,470 shares; 2025Q3: 368,257 shares; 2025Q4: 368,872 shares; 2026Q1: 389,962 shares; 2026Q2: 402,306 shares 402,306 $24.6M 4.95% +12,344 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 514,642 shares; 2025Q2: 516,768 shares; 2025Q3: 523,147 shares; 2025Q4: 518,092 shares; 2026Q1: 526,493 shares; 2026Q2: 539,045 shares 539,045 $21.6M 4.35% +12,552 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: 251,818 shares; 2024Q4: 252,158 shares; 2025Q1: 241,974 shares; 2025Q2: 248,285 shares; 2025Q3: 255,142 shares; 2025Q4: 269,144 shares; 2026Q1: 273,350 shares; 2026Q2: 276,572 shares 276,572 $21.3M 4.29% +3,222 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: 211,724 shares; 2024Q4: 205,095 shares; 2025Q1: 205,879 shares; 2025Q2: 206,376 shares; 2025Q3: 205,479 shares; 2025Q4: 206,766 shares; 2026Q1: 210,520 shares; 2026Q2: 214,314 shares 214,314 $20.7M 4.16% +3,794 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: 51,834 shares; 2024Q4: 50,784 shares; 2025Q1: 50,668 shares; 2025Q2: 51,263 shares; 2025Q3: 52,073 shares; 2025Q4: 52,582 shares; 2026Q1: 53,861 shares; 2026Q2: 218,118 shares 218,118 $17.6M 3.53% +164,257 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121,984 shares; 2025Q1: 128,941 shares; 2025Q2: 138,360 shares; 2025Q3: 146,164 shares; 2025Q4: 144,326 shares; 2026Q1: 161,720 shares; 2026Q2: 174,879 shares 174,879 $15.8M 3.17% +13,159 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,644 shares; 2026Q2: 155,779 shares 155,779 $10.8M 2.17% +3,135 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,750 shares; 2026Q2: 121,023 shares 121,023 $10.8M 2.17% +2,273 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,843 shares; 2024Q4: 118,211 shares; 2025Q1: 142,384 shares; 2025Q2: 167,280 shares; 2025Q3: 133,484 shares; 2025Q4: 142,790 shares; 2026Q1: 171,415 shares; 2026Q2: 179,303 shares 179,303 $6.55M 1.32% +7,888 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: 13,739 shares; 2024Q4: 14,052 shares; 2025Q1: 14,396 shares; 2025Q2: 15,378 shares; 2025Q3: 18,064 shares; 2025Q4: 18,255 shares; 2026Q1: 18,518 shares; 2026Q2: 21,412 shares 21,412 $6.2M 1.25% +2,894 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,454 shares; 2024Q4: 118,558 shares; 2025Q1: 143,234 shares; 2025Q2: 168,226 shares; 2025Q3: 131,905 shares; 2025Q4: 141,104 shares; 2026Q1: 171,712 shares; 2026Q2: 176,508 shares 176,508 $6.06M 1.22% +4,796 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,758 shares; 2025Q4: 148,776 shares; 2026Q1: 184,766 shares; 2026Q2: 197,846 shares 197,846 $5.98M 1.2% +13,080 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,704 shares; 2025Q4: 82,572 shares; 2026Q1: 105,347 shares; 2026Q2: 110,011 shares 110,011 $5.8M 1.16% +4,664 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: 8,332 shares; 2024Q4: 8,239 shares; 2025Q1: 7,333 shares; 2025Q2: 5,355 shares; 2025Q3: 5,219 shares; 2025Q4: 5,191 shares; 2026Q1: 5,153 shares; 2026Q2: 5,133 shares 5,133 $5.47M 1.1% -20 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: 8,931 shares; 2024Q4: 8,839 shares; 2025Q1: 7,478 shares; 2025Q2: 7,160 shares; 2025Q3: 6,941 shares; 2025Q4: 6,891 shares; 2026Q1: 6,894 shares; 2026Q2: 11,394 shares 11,394 $3.2M 0.64% +4,500 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: 16,313 shares; 2024Q4: 53,375 shares; 2025Q1: 59,353 shares; 2025Q2: 63,143 shares; 2025Q3: 67,042 shares; 2025Q4: 72,896 shares; 2026Q1: 86,664 shares; 2026Q2: 88,710 shares 88,710 $2.81M 0.57% +2,046 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: 18,254 shares; 2024Q4: 18,243 shares; 2025Q1: 18,226 shares; 2025Q2: 17,995 shares; 2025Q3: 17,554 shares; 2025Q4: 19,118 shares; 2026Q1: 18,384 shares; 2026Q2: 17,970 shares 17,970 $2.67M 0.54% -414 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: 7,765 shares; 2024Q4: 7,811 shares; 2025Q1: 8,809 shares; 2025Q2: 9,558 shares; 2025Q3: 10,305 shares; 2025Q4: 10,810 shares; 2026Q1: 12,424 shares; 2026Q2: 12,957 shares 12,957 $2.59M 0.52% +533 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: 10,948 shares; 2024Q4: 11,597 shares; 2025Q1: 11,306 shares; 2025Q2: 10,238 shares; 2025Q3: 9,965 shares; 2025Q4: 10,225 shares; 2026Q1: 10,055 shares; 2026Q2: 10,653 shares 10,653 $2.54M 0.51% +598 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: 2,794 shares; 2024Q4: 2,821 shares; 2025Q1: 2,820 shares; 2025Q2: 3,049 shares; 2025Q3: 3,263 shares; 2025Q4: 3,284 shares; 2026Q1: 3,293 shares; 2026Q2: 3,315 shares 3,315 $2.48M 0.5% +22 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: 3,922 shares; 2024Q4: 4,318 shares; 2025Q1: 5,210 shares; 2025Q2: 5,810 shares; 2025Q3: 5,833 shares; 2025Q4: 6,570 shares; 2026Q1: 8,736 shares; 2026Q2: 9,457 shares 9,457 $2.24M 0.45% +721 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: 6,917 shares; 2024Q4: 6,990 shares; 2025Q1: 6,990 shares; 2025Q2: 6,990 shares; 2025Q3: 6,990 shares; 2025Q4: 6,917 shares; 2026Q1: 6,917 shares; 2026Q2: 28,848 shares 28,848 $2.19M 0.44% +21,931 Timeline NEAR 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: 14,762 shares; 2024Q4: 16,733 shares; 2025Q1: 17,158 shares; 2025Q2: 17,158 shares; 2025Q3: 17,158 shares; 2025Q4: 17,291 shares; 2026Q1: 30,293 shares; 2026Q2: 42,069 shares 42,069 $2.13M 0.43% +11,776 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,654 shares; 2024Q4: 16,181 shares; 2025Q1: 19,492 shares; 2025Q2: 21,344 shares; 2025Q3: 21,978 shares; 2025Q4: 25,690 shares; 2026Q1: 34,074 shares; 2026Q2: 35,190 shares 35,190 $2.12M 0.43% +1,116 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,777 shares; 2024Q4: 8,732 shares; 2025Q1: 10,697 shares; 2025Q2: 12,176 shares; 2025Q3: 12,691 shares; 2025Q4: 14,655 shares; 2026Q1: 21,005 shares; 2026Q2: 21,804 shares 21,804 $2M 0.4% +799 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,195 shares; 2025Q3: 23,922 shares; 2025Q4: 37,761 shares; 2026Q1: 62,255 shares; 2026Q2: 79,270 shares 79,270 $1.94M 0.39% +17,015 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,246 shares; 2025Q4: 11,653 shares; 2026Q1: 28,344 shares; 2026Q2: 36,247 shares 36,247 $1.86M 0.37% +7,903 Timeline MEAR 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: 12,138 shares; 2024Q4: 14,130 shares; 2025Q1: 13,808 shares; 2025Q2: 13,808 shares; 2025Q3: 13,808 shares; 2025Q4: 13,808 shares; 2026Q1: 24,821 shares; 2026Q2: 36,506 shares 36,506 $1.84M 0.37% +11,685 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,161 shares; 2024Q4: 15,906 shares; 2025Q1: 19,585 shares; 2025Q2: 21,830 shares; 2025Q3: 22,718 shares; 2025Q4: 27,513 shares; 2026Q1: 33,247 shares; 2026Q2: 33,232 shares 33,232 $1.74M 0.35% -15 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: 1,829 shares; 2024Q4: 1,856 shares; 2025Q1: 2,109 shares; 2025Q2: 2,517 shares; 2025Q3: 3,282 shares; 2025Q4: 3,024 shares; 2026Q1: 3,166 shares; 2026Q2: 4,663 shares 4,663 $1.74M 0.35% +1,497 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,586 shares; 2025Q4: 6,464 shares; 2026Q1: 6,520 shares; 2026Q2: 18,069 shares 18,069 $1.59M 0.32% +11,549 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: 2,341 shares; 2024Q4: 2,369 shares; 2025Q1: 2,550 shares; 2025Q2: 2,552 shares; 2025Q3: 2,508 shares; 2025Q4: 2,675 shares; 2026Q1: 2,837 shares; 2026Q2: 4,048 shares 4,048 $1.43M 0.29% +1,211 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,147 shares; 2026Q1: 31,185 shares; 2026Q2: 36,456 shares 36,456 $1.41M 0.28% +5,271 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,174 shares; 2025Q3: 13,393 shares; 2025Q4: 20,800 shares; 2026Q1: 27,961 shares; 2026Q2: 32,660 shares 32,660 $1.4M 0.28% +4,699 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: 1,728 shares; 2024Q4: 1,749 shares; 2025Q1: 1,772 shares; 2025Q2: 1,749 shares; 2025Q3: 2,364 shares; 2025Q4: 2,360 shares; 2026Q1: 2,617 shares; 2026Q2: 4,215 shares 4,215 $1.38M 0.28% +1,598 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: 4,638 shares; 2024Q4: 4,674 shares; 2025Q1: 4,608 shares; 2025Q2: 4,579 shares; 2025Q3: 4,549 shares; 2025Q4: 4,536 shares; 2026Q1: 4,510 shares; 2026Q2: 4,489 shares 4,489 $1.35M 0.27% -21 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares; 2025Q1: 6,365 shares; 2025Q2: 11,292 shares; 2025Q3: 13,122 shares; 2025Q4: 12,594 shares; 2026Q1: 12,594 shares; 2026Q2: 12,594 shares 12,594 $1.31M 0.26% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,246 shares; 2024Q4: 5,339 shares; 2025Q1: 5,340 shares; 2025Q2: 5,342 shares; 2025Q3: 5,383 shares; 2025Q4: 5,339 shares; 2026Q1: 5,339 shares; 2026Q2: 5,314 shares 5,314 $1.29M 0.26% -25 Timeline JMST 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: 37,671 shares; 2024Q4: 35,652 shares; 2025Q1: 33,876 shares; 2025Q2: 29,653 shares; 2025Q3: 25,797 shares; 2025Q4: 25,756 shares; 2026Q1: 24,743 shares; 2026Q2: 24,743 shares 24,743 $1.26M 0.25% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,580 shares; 2026Q2: 3,580 shares 3,580 $1.23M 0.25% 0 Timeline VUSB 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: 15,275 shares; 2024Q4: 17,285 shares; 2025Q1: 17,666 shares; 2025Q2: 21,191 shares; 2025Q3: 21,197 shares; 2025Q4: 21,340 shares; 2026Q1: 21,339 shares; 2026Q2: 21,345 shares 21,345 $1.06M 0.21% +6 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,043 shares; 2026Q2: 17,530 shares 17,530 $1.02M 0.21% +6,487 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 8,144 shares 8,144 $1.01M 0.2% +6,164 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: 1,221 shares; 2025Q2: 2,099 shares; 2025Q3: 2,262 shares; 2025Q4: 2,363 shares; 2026Q1: 2,427 shares; 2026Q2: 2,570 shares 2,570 $971K 0.2% +143 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,530 shares; 2026Q2: 9,379 shares 9,379 $944K 0.19% +3,849 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: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,676 shares; 2025Q2: 4,117 shares; 2025Q3: 6,657 shares; 2025Q4: 6,737 shares; 2026Q1: 6,805 shares; 2026Q2: 6,834 shares 6,834 $934K 0.19% +29 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,348 shares; 2024Q4: 109,980 shares; 2025Q1: 135,839 shares; 2025Q2: 162,744 shares; 2025Q3: 19,393 shares; 2025Q4: 19,545 shares; 2026Q1: 22,626 shares; 2026Q2: 26,593 shares 26,593 $911K 0.18% +3,967 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 reported; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares; 2026Q2: 5,401 shares 5,401 $895K 0.18% +1,173 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,728 shares; 2024Q4: 15,707 shares; 2025Q1: 16,139 shares; 2025Q2: 16,139 shares; 2025Q3: 16,139 shares; 2025Q4: 16,274 shares; 2026Q1: 16,268 shares; 2026Q2: 16,268 shares 16,268 $823K 0.17% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,874 shares; 2024Q4: 7,874 shares; 2025Q1: 8,146 shares; 2025Q2: 8,599 shares; 2025Q3: 8,599 shares; 2025Q4: 8,660 shares; 2026Q1: 7,417 shares; 2026Q2: 7,417 shares 7,417 $818K 0.16% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,892 shares; 2026Q2: 19,385 shares 19,385 $791K 0.16% +8,493 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,787 shares; 2026Q2: 21,177 shares 21,177 $773K 0.16% +6,390 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: 531 shares; 2024Q4: 561 shares; 2025Q1: 711 shares; 2025Q2: 841 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 992 shares; 2026Q2: 1,522 shares 1,522 $762K 0.15% +530 Timeline TLTW 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: 18,721 shares; 2026Q2: 33,982 shares 33,982 $759K 0.15% +15,261 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 reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 2,558 shares; 2025Q3: 2,545 shares; 2025Q4: 2,935 shares; 2026Q1: 2,445 shares; 2026Q2: 2,929 shares 2,929 $744K 0.15% +484 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 reported; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,145 shares; 2026Q1: 1,302 shares; 2026Q2: 2,042 shares 2,042 $730K 0.15% +740 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,475 shares; 2025Q2: 12,475 shares; 2025Q3: 12,475 shares; 2025Q4: 12,475 shares; 2026Q1: 14,728 shares; 2026Q2: 14,728 shares 14,728 $729K 0.15% 0 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 reported; 2024Q4: 692 shares; 2025Q1: 813 shares; 2025Q2: 899 shares; 2025Q3: 1,177 shares; 2025Q4: 1,269 shares; 2026Q1: 1,671 shares; 2026Q2: 1,682 shares 1,682 $708K 0.14% +11 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,244 shares; 2025Q4: 10,589 shares; 2026Q1: 10,615 shares; 2026Q2: 9,291 shares 9,291 $703K 0.14% -1,324 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,388 shares; 2026Q2: 14,283 shares 14,283 $701K 0.14% +5,895 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,562 shares 9,562 $691K 0.14% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,712 shares; 2024Q4: 11,712 shares; 2025Q1: 11,712 shares; 2025Q2: 11,712 shares; 2025Q3: 11,712 shares; 2025Q4: 11,712 shares; 2026Q1: 11,712 shares; 2026Q2: 11,712 shares 11,712 $690K 0.14% 0 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: 4,476 shares; 2024Q4: 4,421 shares; 2025Q1: 4,263 shares; 2025Q2: 4,342 shares; 2025Q3: 4,460 shares; 2025Q4: 4,578 shares; 2026Q1: 5,289 shares; 2026Q2: 5,916 shares 5,916 $670K 0.13% +627 Timeline TAXF 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: 31,802 shares; 2024Q4: 29,893 shares; 2025Q1: 28,034 shares; 2025Q2: 24,664 shares; 2025Q3: 18,626 shares; 2025Q4: 18,626 shares; 2026Q1: 17,593 shares; 2026Q2: 13,160 shares 13,160 $669K 0.13% -4,433 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,254 shares 13,254 $664K 0.13% new 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: 32,053 shares; 2024Q4: 29,435 shares; 2025Q1: 27,573 shares; 2025Q2: 19,531 shares; 2025Q3: 13,519 shares; 2025Q4: 13,519 shares; 2026Q1: 12,601 shares; 2026Q2: 12,601 shares 12,601 $637K 0.13% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,004 shares; 2026Q2: 5,268 shares 5,268 $619K 0.12% +1,264 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: 18,266 shares; 2024Q4: 11,964 shares; 2025Q1: 6,858 shares; 2025Q2: 4,399 shares; 2025Q3: 3,606 shares; 2025Q4: 3,568 shares; 2026Q1: 5,206 shares; 2026Q2: 4,713 shares 4,713 $606K 0.12% -493 Timeline GPIX 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: 8,121 shares; 2026Q2: 10,698 shares 10,698 $594K 0.12% +2,577 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: 992 shares 992 $576K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,079 shares; 2025Q3: 20,599 shares; 2025Q4: 20,599 shares; 2026Q1: 20,599 shares; 2026Q2: 20,599 shares 20,599 $570K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: 802 shares; 2025Q2: 1,343 shares; 2025Q3: 1,728 shares; 2025Q4: 1,237 shares; 2026Q1: 1,285 shares; 2026Q2: 1,643 shares 1,643 $564K 0.11% +358 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,532 shares; 2026Q2: 13,127 shares 13,127 $557K 0.11% +4,595 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,026 shares; 2025Q4: 16,108 shares; 2026Q1: 25,804 shares; 2026Q2: 28,311 shares 28,311 $546K 0.11% +2,507 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,162 shares; 2026Q2: 11,107 shares 11,107 $535K 0.11% +1,945 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,289 shares 12,289 $530K 0.11% 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: not reported; 2025Q1: 287 shares; 2025Q2: 457 shares; 2025Q3: 515 shares; 2025Q4: 469 shares; 2026Q1: 510 shares; 2026Q2: 564 shares 564 $528K 0.11% +54 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,054 shares; 2026Q2: 9,793 shares 9,793 $520K 0.1% +1,739 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,316 shares 12,316 $509K 0.1% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares; 2026Q2: 1,140 shares 1,140 $494K 0.1% +164 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 565 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $492K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $486K 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 882 shares; 2026Q1: 1,572 shares; 2026Q2: 1,236 shares 1,236 $462K 0.09% -336 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,262 shares; 2026Q1: 6,262 shares; 2026Q2: 6,262 shares 6,262 $456K 0.09% 0 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,105 shares; 2025Q3: 8,105 shares; 2025Q4: 8,105 shares; 2026Q1: 15,189 shares; 2026Q2: 15,189 shares 15,189 $451K 0.09% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,945 shares; 2026Q2: 9,938 shares 9,938 $448K 0.09% +993 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,203 shares; 2026Q2: 26,881 shares 26,881 $408K 0.08% +9,678 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,623 shares; 2026Q2: 58,163 shares 58,163 $383K 0.08% +23,540 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,239 shares 2,239 $383K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 988 shares 988 $366K 0.07% +261 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; 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: 35,777 shares; 2026Q2: 59,198 shares 59,198 $363K 0.07% +23,421 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,185 shares; 2025Q1: 2,247 shares; 2025Q2: 2,333 shares; 2025Q3: 2,308 shares; 2025Q4: 2,256 shares; 2026Q1: 2,335 shares; 2026Q2: 2,667 shares 2,667 $361K 0.07% +332 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares; 2026Q2: 4,423 shares 4,423 $359K 0.07% +458 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 36,747 shares; 2026Q2: 63,364 shares 63,364 $359K 0.07% +26,617 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 reported; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 2,545 shares; 2025Q3: 2,932 shares; 2025Q4: 2,136 shares; 2026Q1: 2,317 shares; 2026Q2: 2,380 shares 2,380 $349K 0.07% +63 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,908 shares; 2026Q1: 6,908 shares; 2026Q2: 6,908 shares 6,908 $339K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 306 shares; 2025Q4: 382 shares; 2026Q1: 422 shares; 2026Q2: 597 shares 597 $336K 0.07% +175 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,753 shares; 2026Q1: 4,753 shares; 2026Q2: 4,753 shares 4,753 $325K 0.07% 0 Timeline USEP 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: 10,660 shares; 2024Q4: 10,660 shares; 2025Q1: 10,660 shares; 2025Q2: 7,704 shares; 2025Q3: 7,704 shares; 2025Q4: 7,704 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $318K 0.06% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,036 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 861 shares 861 $317K 0.06% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 2,648 shares 2,648 $316K 0.06% +2,317 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 reported; 2024Q4: not reported; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $306K 0.06% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 500 shares; 2025Q1: 506 shares; 2025Q2: 500 shares; 2025Q3: 510 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 582 shares 582 $297K 0.06% +81 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,194 shares 1,194 $294K 0.06% +110 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 reported; 2024Q4: not reported; 2025Q1: 237 shares; 2025Q2: 386 shares; 2025Q3: 407 shares; 2025Q4: 3,946 shares; 2026Q1: 3,451 shares; 2026Q2: 4,024 shares 4,024 $287K 0.06% +573 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,444 shares; 2024Q4: 8,299 shares; 2025Q1: 6,916 shares; 2025Q2: 5,408 shares; 2025Q3: 4,462 shares; 2025Q4: 4,292 shares; 2026Q1: 2,938 shares; 2026Q2: 1,783 shares 1,783 $279K 0.06% -1,155 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,693 shares; 2025Q4: 3,331 shares; 2026Q1: 3,331 shares; 2026Q2: 3,331 shares 3,331 $276K 0.06% 0 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,286 shares; 2026Q1: 5,346 shares; 2026Q2: 5,346 shares 5,346 $269K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374 shares 374 $267K 0.05% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 999 shares; 2026Q2: 977 shares 977 $266K 0.05% -22 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,716 shares 8,716 $256K 0.05% new 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 reported; 2024Q4: 2,975 shares; 2025Q1: 3,969 shares; 2025Q2: not reported; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares; 2026Q2: 2,474 shares 2,474 $251K 0.05% +495 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: not reported; 2025Q1: 4,510 shares; 2025Q2: 4,915 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,424 shares; 2026Q2: 9,424 shares 9,424 $250K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201 $236K 0.05% new Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,937 shares; 2026Q2: 10,937 shares 10,937 $232K 0.05% 0 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: not reported; 2024Q4: 1,050 shares; 2025Q1: 995 shares; 2025Q2: 1,020 shares; 2025Q3: 1,113 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,049 shares 1,049 $231K 0.05% -40 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: not reported; 2026Q2: 1,398 shares 1,398 $226K 0.05% new Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,525 shares; 2025Q4: 9,639 shares; 2026Q1: 4,784 shares; 2026Q2: 4,378 shares 4,378 $223K 0.04% -406 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,330 shares 4,330 $218K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 626 shares; 2025Q4: 452 shares; 2026Q1: 562 shares; 2026Q2: 413 shares 413 $212K 0.04% -149 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,539 shares; 2026Q1: not reported; 2026Q2: 3,710 shares 3,710 $211K 0.04% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,409 shares; 2025Q4: 10,409 shares; 2026Q1: 10,409 shares; 2026Q2: 10,409 shares 10,409 $199K 0.04% 0 Timeline