BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 128,908 shares; 2025Q2: 284,055 shares; 2025Q3: 305,438 shares; 2025Q4: 315,824 shares; 2026Q1: 322,805 shares; 2026Q2: 323,784 shares 323,784 $13.6M 4.71% +979 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,704 shares; 2025Q2: 92,449 shares; 2025Q3: 91,941 shares; 2025Q4: 104,059 shares; 2026Q1: 108,630 shares; 2026Q2: 113,321 shares 113,321 $13.5M 4.67% +4,691 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115,494 shares; 2025Q2: 365,734 shares; 2025Q3: 319,874 shares; 2025Q4: 336,530 shares; 2026Q1: 342,566 shares; 2026Q2: 338,200 shares 338,200 $11.3M 3.93% -4,366 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 28,350 shares; 2025Q2: 60,473 shares; 2025Q3: 61,965 shares; 2025Q4: 65,371 shares; 2026Q1: 68,580 shares; 2026Q2: 69,947 shares 69,947 $10M 3.48% +1,367 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,036 shares; 2025Q1: 45,539 shares; 2025Q2: 45,044 shares; 2025Q3: 43,705 shares; 2025Q4: 42,116 shares; 2026Q1: 40,652 shares; 2026Q2: 40,232 shares 40,232 $8.05M 2.79% -420 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,099 shares; 2025Q1: 21,549 shares; 2025Q2: 22,988 shares; 2025Q3: 25,373 shares; 2025Q4: 25,168 shares; 2026Q1: 27,212 shares; 2026Q2: 26,373 shares 26,373 $6.29M 2.18% -839 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,593 shares; 2026Q1: 66,497 shares; 2026Q2: 67,080 shares 67,080 $5.44M 1.88% +583 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,621 shares; 2025Q1: 15,144 shares; 2025Q2: 14,753 shares; 2025Q3: 15,070 shares; 2025Q4: 14,336 shares; 2026Q1: 14,543 shares; 2026Q2: 14,249 shares 14,249 $5.31M 1.84% -294 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,108 shares; 2025Q3: 86,719 shares; 2025Q4: 85,697 shares; 2026Q1: 85,514 shares; 2026Q2: 85,856 shares 85,856 $5.25M 1.82% +342 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,130 shares; 2025Q1: 7,446 shares; 2025Q2: 7,560 shares; 2025Q3: 7,600 shares; 2025Q4: 7,612 shares; 2026Q1: 7,504 shares; 2026Q2: 7,408 shares 7,408 $5.09M 1.76% -96 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,407 shares; 2025Q1: 79,399 shares; 2025Q2: 56,498 shares; 2025Q3: 55,096 shares; 2025Q4: 50,143 shares; 2026Q1: 49,501 shares; 2026Q2: 49,246 shares 49,246 $4.71M 1.63% -255 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,957 shares; 2025Q1: 7,952 shares; 2025Q2: 9,763 shares; 2025Q3: 10,109 shares; 2025Q4: 10,065 shares; 2026Q1: 9,292 shares; 2026Q2: 9,179 shares 9,179 $4.59M 1.59% -113 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,338 shares; 2025Q2: 7,526 shares; 2025Q3: 8,492 shares; 2025Q4: 8,386 shares; 2026Q1: 8,018 shares; 2026Q2: 6,001 shares 6,001 $4.34M 1.5% -2,017 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,851 shares; 2025Q1: 6,331 shares; 2025Q2: 7,324 shares; 2025Q3: 7,609 shares; 2025Q4: 7,720 shares; 2026Q1: 7,699 shares; 2026Q2: 7,557 shares 7,557 $4.26M 1.48% -142 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,450 shares; 2025Q3: 34,806 shares; 2025Q4: 35,585 shares; 2026Q1: 35,697 shares; 2026Q2: 36,108 shares 36,108 $4.23M 1.46% +411 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,354 shares; 2025Q3: 80,412 shares; 2025Q4: 81,275 shares; 2026Q1: 81,071 shares; 2026Q2: 79,972 shares 79,972 $4M 1.39% -1,099 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,077 shares; 2025Q2: 61,414 shares; 2025Q3: 77,774 shares; 2025Q4: 70,522 shares; 2026Q1: 72,992 shares; 2026Q2: 73,001 shares 73,001 $3.94M 1.37% +9 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,950 shares; 2025Q1: 12,430 shares; 2025Q2: 13,502 shares; 2025Q3: 13,468 shares; 2025Q4: 12,928 shares; 2026Q1: 11,133 shares; 2026Q2: 10,213 shares 10,213 $3.65M 1.26% -920 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,710 shares; 2025Q1: 8,412 shares; 2025Q2: 11,540 shares; 2025Q3: 11,860 shares; 2025Q4: 11,542 shares; 2026Q1: 11,364 shares; 2026Q2: 9,951 shares 9,951 $3.52M 1.22% -1,413 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,263 shares; 2025Q3: 37,860 shares; 2025Q4: 33,404 shares; 2026Q1: 33,149 shares; 2026Q2: 33,490 shares 33,490 $3.44M 1.19% +341 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,717 shares; 2025Q1: 16,598 shares; 2025Q2: 12,742 shares; 2025Q3: 12,538 shares; 2025Q4: 12,006 shares; 2026Q1: 11,975 shares; 2026Q2: 11,580 shares 11,580 $3.35M 1.16% -395 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,844 shares; 2025Q1: 27,972 shares; 2025Q2: 63,331 shares; 2025Q3: 66,363 shares; 2025Q4: 66,511 shares; 2026Q1: 67,086 shares; 2026Q2: 68,778 shares 68,778 $3.26M 1.13% +1,692 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,657 shares; 2025Q1: 13,200 shares; 2025Q2: 11,130 shares; 2025Q3: 11,093 shares; 2025Q4: 10,773 shares; 2026Q1: 10,314 shares; 2026Q2: 9,938 shares 9,938 $3.25M 1.13% -376 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,272 shares; 2025Q3: 60,320 shares; 2025Q4: 61,190 shares; 2026Q1: 60,711 shares; 2026Q2: 59,144 shares 59,144 $3.23M 1.12% -1,567 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,888 shares; 2025Q1: 23,615 shares; 2025Q2: 31,422 shares; 2025Q3: 34,666 shares; 2025Q4: 34,558 shares; 2026Q1: 34,118 shares; 2026Q2: 32,981 shares 32,981 $3.04M 1.05% -1,137 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,533 shares; 2025Q1: 6,546 shares; 2025Q2: 6,562 shares; 2025Q3: 6,264 shares; 2025Q4: 30,872 shares; 2026Q1: 31,948 shares; 2026Q2: 32,272 shares 32,272 $3.03M 1.05% +324 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 340 shares; 2025Q1: 427 shares; 2025Q2: 551 shares; 2025Q3: 587 shares; 2025Q4: 581 shares; 2026Q1: 637 shares; 2026Q2: 16,756 shares 16,756 $2.99M 1.04% +16,119 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,823 shares; 2026Q1: 139,231 shares; 2026Q2: 140,303 shares 140,303 $2.9M 1.01% +1,072 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,571 shares; 2025Q1: 92,413 shares; 2025Q2: 92,975 shares; 2025Q3: 92,927 shares; 2025Q4: 92,185 shares; 2026Q1: 83,376 shares; 2026Q2: 83,023 shares 83,023 $2.81M 0.97% -353 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,316 shares; 2025Q1: 10,599 shares; 2025Q2: 14,589 shares; 2025Q3: 16,173 shares; 2025Q4: 16,444 shares; 2026Q1: 16,556 shares; 2026Q2: 15,470 shares 15,470 $2.8M 0.97% -1,086 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,027 shares; 2025Q2: 45,956 shares; 2025Q3: 49,403 shares; 2025Q4: 53,301 shares; 2026Q1: 55,257 shares; 2026Q2: 57,059 shares 57,059 $2.72M 0.94% +1,802 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,645 shares; 2025Q1: 6,519 shares; 2025Q2: 8,396 shares; 2025Q3: 7,787 shares; 2025Q4: 7,340 shares; 2026Q1: 6,284 shares; 2026Q2: 5,437 shares 5,437 $2.6M 0.9% -847 Timeline COWG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,605 shares; 2026Q1: 62,494 shares; 2026Q2: 63,113 shares 63,113 $2.53M 0.88% +619 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,323 shares; 2025Q1: 6,288 shares; 2025Q2: 6,851 shares; 2025Q3: 7,263 shares; 2025Q4: 7,128 shares; 2026Q1: 7,196 shares; 2026Q2: 7,198 shares 7,198 $2.47M 0.86% +2 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,352 shares; 2025Q1: 12,554 shares; 2025Q2: 7,082 shares; 2025Q3: 7,146 shares; 2025Q4: 6,877 shares; 2026Q1: 6,376 shares; 2026Q2: 6,385 shares 6,385 $2.41M 0.84% +9 Timeline PTLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,555 shares; 2026Q1: 40,814 shares; 2026Q2: 41,175 shares 41,175 $2.4M 0.83% +361 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 80,058 shares; 2025Q1: 75,299 shares; 2025Q2: 73,411 shares; 2025Q3: 73,585 shares; 2025Q4: 68,318 shares; 2026Q1: 61,843 shares; 2026Q2: 60,366 shares 60,366 $2.36M 0.82% -1,477 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,547 shares; 2025Q2: 25,871 shares; 2025Q3: 27,240 shares; 2025Q4: 105,750 shares; 2026Q1: 114,077 shares; 2026Q2: 123,124 shares 123,124 $2.31M 0.8% +9,047 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,655 shares; 2026Q1: 45,187 shares; 2026Q2: 45,620 shares 45,620 $2.15M 0.75% +433 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,131 shares; 2026Q1: 19,004 shares; 2026Q2: 19,143 shares 19,143 $2.12M 0.74% +139 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,729 shares; 2025Q1: 12,076 shares; 2025Q2: 10,112 shares; 2025Q3: 10,041 shares; 2025Q4: 6,235 shares; 2026Q1: 5,867 shares; 2026Q2: 5,615 shares 5,615 $2.08M 0.72% -252 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,043 shares; 2025Q1: 5,806 shares; 2025Q2: 6,161 shares; 2025Q3: 6,435 shares; 2025Q4: 6,341 shares; 2026Q1: 5,235 shares; 2026Q2: 5,028 shares 5,028 $2M 0.69% -207 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,198 shares; 2025Q1: 11,507 shares; 2025Q2: 14,088 shares; 2025Q3: 14,620 shares; 2025Q4: 14,525 shares; 2026Q1: 14,605 shares; 2026Q2: 14,369 shares 14,369 $1.96M 0.68% -236 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,317 shares; 2025Q1: 3,274 shares; 2025Q2: 3,858 shares; 2025Q3: 4,417 shares; 2025Q4: 4,823 shares; 2026Q1: 4,528 shares; 2026Q2: 4,627 shares 4,627 $1.95M 0.67% +99 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,022 shares; 2025Q1: 3,980 shares; 2025Q2: 3,932 shares; 2025Q3: 3,919 shares; 2025Q4: 3,818 shares; 2026Q1: 3,788 shares; 2026Q2: 22,503 shares 22,503 $1.94M 0.67% +18,715 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,865 shares; 2026Q1: 44,040 shares; 2026Q2: 44,384 shares 44,384 $1.82M 0.63% +344 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,577 shares; 2025Q2: 15,150 shares; 2025Q3: 19,287 shares; 2025Q4: 18,165 shares; 2026Q1: 17,074 shares; 2026Q2: 17,376 shares 17,376 $1.75M 0.61% +302 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,893 shares; 2025Q1: 2,714 shares; 2025Q2: 4,088 shares; 2025Q3: 4,572 shares; 2025Q4: 4,555 shares; 2026Q1: 4,713 shares; 2026Q2: 4,498 shares 4,498 $1.74M 0.6% -215 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,089 shares; 2025Q1: 8,860 shares; 2025Q2: 6,465 shares; 2025Q3: 6,297 shares; 2025Q4: 5,844 shares; 2026Q1: 5,448 shares; 2026Q2: 21,262 shares 21,262 $1.71M 0.59% +15,814 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,702 shares; 2026Q1: 79,945 shares; 2026Q2: 81,357 shares 81,357 $1.7M 0.59% +1,412 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,826 shares; 2025Q2: 13,257 shares; 2025Q3: 14,956 shares; 2025Q4: 19,177 shares; 2026Q1: 17,947 shares; 2026Q2: 17,584 shares 17,584 $1.68M 0.58% -363 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,335 shares; 2025Q1: 3,342 shares; 2025Q2: 3,350 shares; 2025Q3: 3,384 shares; 2025Q4: 3,361 shares; 2026Q1: 4,592 shares; 2026Q2: 5,269 shares 5,269 $1.66M 0.57% +677 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,986 shares; 2026Q1: 26,326 shares; 2026Q2: 26,326 shares 26,326 $1.65M 0.57% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,508 shares; 2025Q1: 6,539 shares; 2025Q2: 6,576 shares; 2025Q3: 6,688 shares; 2025Q4: 6,742 shares; 2026Q1: 6,768 shares; 2026Q2: 6,799 shares 6,799 $1.61M 0.56% +31 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,614 shares; 2025Q1: 87,825 shares; 2025Q2: 59,274 shares; 2025Q3: 57,768 shares; 2025Q4: 42,695 shares; 2026Q1: 39,518 shares; 2026Q2: 39,663 shares 39,663 $1.6M 0.56% +145 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,087 shares; 2025Q1: 41,570 shares; 2025Q2: 30,701 shares; 2025Q3: 30,557 shares; 2025Q4: 24,477 shares; 2026Q1: 21,885 shares; 2026Q2: 21,066 shares 21,066 $1.6M 0.55% -819 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,623 shares; 2025Q1: 6,269 shares; 2025Q2: 7,644 shares; 2025Q3: 8,256 shares; 2025Q4: 8,400 shares; 2026Q1: 8,300 shares; 2026Q2: 7,961 shares 7,961 $1.54M 0.53% -339 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,885 shares; 2025Q1: 15,954 shares; 2025Q2: 22,691 shares; 2025Q3: 24,090 shares; 2025Q4: 24,120 shares; 2026Q1: 18,704 shares; 2026Q2: 17,971 shares 17,971 $1.49M 0.51% -733 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,276 shares; 2025Q1: 2,256 shares; 2025Q2: 3,787 shares; 2025Q3: 4,200 shares; 2025Q4: 4,184 shares; 2026Q1: 4,258 shares; 2026Q2: 4,164 shares 4,164 $1.48M 0.51% -94 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,498 shares; 2025Q1: 2,892 shares; 2025Q2: 1,586 shares; 2025Q3: 1,453 shares; 2025Q4: 1,300 shares; 2026Q1: 5,198 shares; 2026Q2: 11,783 shares 11,783 $1.45M 0.5% +6,585 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,250 shares; 2025Q1: 65,585 shares; 2025Q2: 46,455 shares; 2025Q3: 45,559 shares; 2025Q4: 32,353 shares; 2026Q1: 30,519 shares; 2026Q2: 29,962 shares 29,962 $1.44M 0.5% -557 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,132 shares; 2025Q1: 6,928 shares; 2025Q2: 10,146 shares; 2025Q3: 10,775 shares; 2025Q4: 10,729 shares; 2026Q1: 9,513 shares; 2026Q2: 8,973 shares 8,973 $1.41M 0.49% -540 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,882 shares; 2025Q1: 7,407 shares; 2025Q2: 11,830 shares; 2025Q3: 13,395 shares; 2025Q4: 13,565 shares; 2026Q1: 13,691 shares; 2026Q2: 13,440 shares 13,440 $1.4M 0.48% -251 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,806 shares; 2025Q1: 39,921 shares; 2025Q2: 33,216 shares; 2025Q3: 30,361 shares; 2025Q4: 25,895 shares; 2026Q1: 25,392 shares; 2026Q2: 26,014 shares 26,014 $1.38M 0.48% +622 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,600 shares; 2025Q1: 7,838 shares; 2025Q2: 11,460 shares; 2025Q3: 12,171 shares; 2025Q4: 12,081 shares; 2026Q1: 11,291 shares; 2026Q2: 9,530 shares 9,530 $1.38M 0.48% -1,761 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,275 shares; 2025Q1: 2,238 shares; 2025Q2: 1,843 shares; 2025Q3: 1,860 shares; 2025Q4: 1,817 shares; 2026Q1: 1,727 shares; 2026Q2: 1,732 shares 1,732 $1.3M 0.45% +5 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,226 shares; 2025Q1: 2,617 shares; 2025Q2: 5,075 shares; 2025Q3: 6,248 shares; 2025Q4: 6,297 shares; 2026Q1: 6,949 shares; 2026Q2: 8,558 shares 8,558 $1.3M 0.45% +1,609 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,329 shares; 2025Q2: 20,314 shares; 2025Q3: 24,001 shares; 2025Q4: 31,312 shares; 2026Q1: 35,423 shares; 2026Q2: 41,572 shares 41,572 $1.28M 0.44% +6,149 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,836 shares; 2025Q1: 14,267 shares; 2025Q2: 15,058 shares; 2025Q3: 15,725 shares; 2025Q4: 15,528 shares; 2026Q1: 15,785 shares; 2026Q2: 16,252 shares 16,252 $1.27M 0.44% +467 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,680 shares; 2025Q1: 51,483 shares; 2025Q2: 23,554 shares; 2025Q3: 21,226 shares; 2025Q4: 15,844 shares; 2026Q1: 15,604 shares; 2026Q2: 15,148 shares 15,148 $1.19M 0.41% -456 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: not loaded; 2024Q4: 30,550 shares; 2025Q1: 34,508 shares; 2025Q2: 36,952 shares; 2025Q3: 47,047 shares; 2025Q4: 47,098 shares; 2026Q1: 48,985 shares; 2026Q2: 47,426 shares 47,426 $1.16M 0.4% -1,559 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,092 shares; 2026Q1: 19,424 shares; 2026Q2: 18,823 shares 18,823 $1.13M 0.39% -601 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,649 shares; 2025Q1: 1,933 shares; 2025Q2: 2,353 shares; 2025Q3: 2,532 shares; 2025Q4: 2,462 shares; 2026Q1: 2,314 shares; 2026Q2: 2,203 shares 2,203 $1.13M 0.39% -111 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,124 shares; 2025Q1: 24,458 shares; 2025Q2: 20,423 shares; 2025Q3: 19,694 shares; 2025Q4: 12,366 shares; 2026Q1: 11,327 shares; 2026Q2: 10,731 shares 10,731 $1.12M 0.39% -596 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 loaded; 2024Q4: 1,051 shares; 2025Q1: 1,088 shares; 2025Q2: 1,101 shares; 2025Q3: 1,197 shares; 2025Q4: 1,219 shares; 2026Q1: 1,273 shares; 2026Q2: 1,479 shares 1,479 $1.09M 0.38% +206 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,320 shares; 2025Q1: 4,256 shares; 2025Q2: 5,557 shares; 2025Q3: 6,066 shares; 2025Q4: 6,478 shares; 2026Q1: 9,728 shares; 2026Q2: 10,016 shares 10,016 $1.08M 0.37% +288 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,357 shares; 2025Q1: 16,797 shares; 2025Q2: 15,592 shares; 2025Q3: 15,480 shares; 2025Q4: 15,665 shares; 2026Q1: 14,688 shares; 2026Q2: 14,757 shares 14,757 $1.05M 0.36% +69 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,969 shares; 2025Q1: 7,761 shares; 2025Q2: 10,753 shares; 2025Q3: 11,427 shares; 2025Q4: 11,205 shares; 2026Q1: 10,945 shares; 2026Q2: 10,805 shares 10,805 $1.04M 0.36% -140 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 loaded; 2024Q4: 6,822 shares; 2025Q1: 5,138 shares; 2025Q2: 2,481 shares; 2025Q3: 2,515 shares; 2025Q4: 2,328 shares; 2026Q1: 2,266 shares; 2026Q2: 2,268 shares 2,268 $966K 0.33% +2 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 6,200 shares; 2025Q3: 12,956 shares; 2025Q4: 13,173 shares; 2026Q1: 13,565 shares; 2026Q2: 13,175 shares 13,175 $960K 0.33% -390 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 912 shares; 2025Q2: 1,307 shares; 2025Q3: 1,415 shares; 2025Q4: 1,407 shares; 2026Q1: 1,328 shares; 2026Q2: 1,259 shares 1,259 $952K 0.33% -69 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,178 shares; 2025Q1: 10,452 shares; 2025Q2: 8,494 shares; 2025Q3: 8,237 shares; 2025Q4: 4,579 shares; 2026Q1: 4,046 shares; 2026Q2: 3,806 shares 3,806 $937K 0.32% -240 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,274 shares 9,274 $933K 0.32% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,464 shares; 2025Q1: 4,016 shares; 2025Q2: 3,482 shares; 2025Q3: 3,505 shares; 2025Q4: 3,301 shares; 2026Q1: 3,267 shares; 2026Q2: 3,108 shares 3,108 $911K 0.32% -159 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,261 shares; 2025Q1: 33,361 shares; 2025Q2: 33,460 shares; 2025Q3: 30,456 shares; 2025Q4: 30,547 shares; 2026Q1: 30,635 shares; 2026Q2: 30,716 shares 30,716 $904K 0.31% +81 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,320 shares; 2025Q1: 2,774 shares; 2025Q2: 1,442 shares; 2025Q3: 1,671 shares; 2025Q4: 1,578 shares; 2026Q1: 1,467 shares; 2026Q2: 1,439 shares 1,439 $836K 0.29% -28 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,065 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 4,114 shares; 2025Q4: 4,156 shares; 2026Q1: 4,178 shares; 2026Q2: 4,198 shares 4,198 $829K 0.29% +20 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: not loaded; 2024Q4: 31,477 shares; 2025Q1: 27,921 shares; 2025Q2: 16,917 shares; 2025Q3: 14,891 shares; 2025Q4: 8,851 shares; 2026Q1: 8,333 shares; 2026Q2: 8,330 shares 8,330 $825K 0.29% -3 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,772 shares; 2025Q2: 6,846 shares; 2025Q3: 7,824 shares; 2025Q4: 5,895 shares; 2026Q1: 7,111 shares; 2026Q2: 16,702 shares 16,702 $813K 0.28% +9,591 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,008 shares; 2025Q1: 647 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,978 shares 1,978 $806K 0.28% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: 199 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,285 shares 11,285 $806K 0.28% new Timeline FTLS 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 loaded; 2024Q4: 6,249 shares; 2025Q1: 7,374 shares; 2025Q2: 9,268 shares; 2025Q3: 9,143 shares; 2025Q4: 10,371 shares; 2026Q1: 10,660 shares; 2026Q2: 10,825 shares 10,825 $799K 0.28% +165 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,419 shares; 2026Q2: 2,404 shares 2,404 $797K 0.28% -15 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 loaded; 2024Q4: 1,759 shares; 2025Q1: 1,926 shares; 2025Q2: 2,200 shares; 2025Q3: 2,711 shares; 2025Q4: 2,991 shares; 2026Q1: 2,048 shares; 2026Q2: 2,037 shares 2,037 $750K 0.26% -11 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,111 shares; 2025Q3: 5,667 shares; 2025Q4: 5,573 shares; 2026Q1: 5,408 shares; 2026Q2: 5,145 shares 5,145 $736K 0.26% -263 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,479 shares; 2025Q2: 5,198 shares; 2025Q3: 5,882 shares; 2025Q4: 5,799 shares; 2026Q1: 5,470 shares; 2026Q2: 5,332 shares 5,332 $717K 0.25% -138 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,482 shares; 2025Q1: 32,935 shares; 2025Q2: 23,686 shares; 2025Q3: 23,129 shares; 2025Q4: 20,079 shares; 2026Q1: 19,298 shares; 2026Q2: 18,024 shares 18,024 $716K 0.25% -1,274 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,864 shares; 2025Q3: 29,923 shares; 2025Q4: 31,158 shares; 2026Q1: 31,530 shares; 2026Q2: 33,103 shares 33,103 $710K 0.25% +1,573 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,720 shares; 2025Q1: 6,628 shares; 2025Q2: 3,030 shares; 2025Q3: 2,986 shares; 2025Q4: 2,745 shares; 2026Q1: 2,713 shares; 2026Q2: 2,718 shares 2,718 $695K 0.24% +5 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,243 shares; 2025Q1: 8,499 shares; 2025Q2: 10,568 shares; 2025Q3: 4,962 shares; 2025Q4: 5,144 shares; 2026Q1: 4,762 shares; 2026Q2: 4,741 shares 4,741 $695K 0.24% -21 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares; 2026Q1: 4,407 shares; 2026Q2: 10,460 shares 10,460 $672K 0.23% +6,053 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,891 shares 2,891 $664K 0.23% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,308 shares; 2025Q4: 8,026 shares; 2026Q1: 8,420 shares; 2026Q2: 8,030 shares 8,030 $653K 0.23% -390 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,289 shares; 2025Q1: 12,677 shares; 2025Q2: 6,151 shares; 2025Q3: 6,343 shares; 2025Q4: 5,777 shares; 2026Q1: 5,719 shares; 2026Q2: 5,714 shares 5,714 $647K 0.22% -5 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 5,086 shares; 2025Q3: 5,767 shares; 2025Q4: 5,813 shares; 2026Q1: 5,328 shares; 2026Q2: 5,177 shares 5,177 $641K 0.22% -151 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: not loaded; 2024Q4: 4,121 shares; 2025Q1: 3,988 shares; 2025Q2: 4,449 shares; 2025Q3: 4,350 shares; 2025Q4: 4,273 shares; 2026Q1: 4,186 shares; 2026Q2: 4,090 shares 4,090 $641K 0.22% -96 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,862 shares; 2026Q2: 11,668 shares 11,668 $622K 0.22% -194 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,218 shares; 2025Q2: 3,094 shares; 2025Q3: 3,327 shares; 2025Q4: 3,329 shares; 2026Q1: 3,334 shares; 2026Q2: 3,251 shares 3,251 $617K 0.21% -83 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,677 shares; 2025Q2: 11,497 shares; 2025Q3: 11,497 shares; 2025Q4: 12,757 shares; 2026Q1: 15,548 shares; 2026Q2: 17,808 shares 17,808 $603K 0.21% +2,260 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,628 shares; 2026Q1: 6,437 shares; 2026Q2: 10,839 shares 10,839 $592K 0.21% +4,402 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,593 shares; 2026Q2: 4,752 shares 4,752 $591K 0.2% +2,159 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,034 shares; 2025Q1: 14,993 shares; 2025Q2: 12,424 shares; 2025Q3: 13,880 shares; 2025Q4: 7,150 shares; 2026Q1: 6,534 shares; 2026Q2: 6,244 shares 6,244 $583K 0.2% -290 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,955 shares; 2025Q1: 2,187 shares; 2025Q2: 2,101 shares; 2025Q3: 2,216 shares; 2025Q4: 2,177 shares; 2026Q1: 2,116 shares; 2026Q2: 2,037 shares 2,037 $576K 0.2% -79 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,433 shares; 2025Q1: 3,302 shares; 2025Q2: 1,576 shares; 2025Q3: 1,571 shares; 2025Q4: 1,426 shares; 2026Q1: 1,409 shares; 2026Q2: 1,353 shares 1,353 $562K 0.19% -56 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,905 shares; 2025Q1: 3,216 shares; 2025Q2: 3,275 shares; 2025Q3: 3,491 shares; 2025Q4: 4,214 shares; 2026Q1: 4,231 shares; 2026Q2: 4,148 shares 4,148 $545K 0.19% -83 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,020 shares; 2026Q2: 9,517 shares 9,517 $542K 0.19% +4,497 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,873 shares; 2026Q1: 5,515 shares; 2026Q2: 9,025 shares 9,025 $539K 0.19% +3,510 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: not loaded; 2024Q4: 3,687 shares; 2025Q1: 3,661 shares; 2025Q2: 3,648 shares; 2025Q3: 3,506 shares; 2025Q4: 3,522 shares; 2026Q1: 3,528 shares; 2026Q2: 3,538 shares 3,538 $525K 0.18% +10 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,739 shares; 2025Q1: 25,606 shares; 2025Q2: 14,988 shares; 2025Q3: 13,281 shares; 2025Q4: 12,948 shares; 2026Q1: 13,052 shares; 2026Q2: 13,075 shares 13,075 $516K 0.18% +23 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,266 shares; 2025Q1: 10,152 shares; 2025Q2: 4,464 shares; 2025Q3: 4,613 shares; 2025Q4: 4,039 shares; 2026Q1: 4,056 shares; 2026Q2: 3,927 shares 3,927 $505K 0.17% -129 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: not loaded; 2024Q4: 1,343 shares; 2025Q1: 1,295 shares; 2025Q2: 1,297 shares; 2025Q3: 1,909 shares; 2025Q4: 3,785 shares; 2026Q1: 2,605 shares; 2026Q2: 2,609 shares 2,609 $497K 0.17% +4 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 2,074 shares 2,074 $492K 0.17% +81 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,495 shares; 2025Q1: 1,894 shares; 2025Q2: 2,490 shares; 2025Q3: 2,637 shares; 2025Q4: 2,591 shares; 2026Q1: 2,552 shares; 2026Q2: 2,448 shares 2,448 $476K 0.16% -104 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,215 shares; 2025Q1: 2,137 shares; 2025Q2: 1,193 shares; 2025Q3: 1,095 shares; 2025Q4: 978 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $469K 0.16% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,012 shares; 2025Q1: 12,312 shares; 2025Q2: 5,196 shares; 2025Q3: 4,886 shares; 2025Q4: 6,942 shares; 2026Q1: 3,478 shares; 2026Q2: 3,404 shares 3,404 $468K 0.16% -74 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,989 shares; 2025Q1: 3,729 shares; 2025Q2: 1,710 shares; 2025Q3: 1,534 shares; 2025Q4: 1,394 shares; 2026Q1: 1,372 shares; 2026Q2: 1,374 shares 1,374 $468K 0.16% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 893 shares 893 $448K 0.16% -117 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,773 shares; 2026Q1: 7,000 shares; 2026Q2: 6,596 shares 6,596 $444K 0.15% -404 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,582 shares; 2025Q1: 3,335 shares; 2025Q2: 1,796 shares; 2025Q3: 1,429 shares; 2025Q4: 1,257 shares; 2026Q1: 1,284 shares; 2026Q2: 1,257 shares 1,257 $443K 0.15% -27 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,312 shares; 2025Q4: 16,202 shares; 2026Q1: 18,145 shares; 2026Q2: 17,365 shares 17,365 $440K 0.15% -780 Timeline FCAL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,709 shares 8,709 $432K 0.15% new Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,660 shares; 2025Q3: 5,843 shares; 2025Q4: 6,160 shares; 2026Q1: 6,206 shares; 2026Q2: 6,843 shares 6,843 $429K 0.15% +637 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: not loaded; 2024Q4: not reported; 2025Q1: 1,906 shares; 2025Q2: 3,002 shares; 2025Q3: 3,233 shares; 2025Q4: 3,182 shares; 2026Q1: 3,251 shares; 2026Q2: 3,136 shares 3,136 $425K 0.15% -115 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 689 shares; 2025Q1: 692 shares; 2025Q2: 646 shares; 2025Q3: 648 shares; 2025Q4: 650 shares; 2026Q1: 652 shares; 2026Q2: 654 shares 654 $415K 0.14% +2 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,838 shares; 2025Q1: 30,168 shares; 2025Q2: 16,101 shares; 2025Q3: 15,831 shares; 2025Q4: 10,457 shares; 2026Q1: 10,536 shares; 2026Q2: 8,019 shares 8,019 $405K 0.14% -2,517 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares; 2026Q2: 5,562 shares 5,562 $401K 0.14% -450 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,271 shares; 2025Q1: 25,545 shares; 2025Q2: 14,052 shares; 2025Q3: 14,035 shares; 2025Q4: 10,916 shares; 2026Q1: 8,466 shares; 2026Q2: 8,514 shares 8,514 $393K 0.14% +48 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,632 shares; 2025Q1: 4,242 shares; 2025Q2: 1,946 shares; 2025Q3: 1,768 shares; 2025Q4: 1,567 shares; 2026Q1: 1,568 shares; 2026Q2: 1,505 shares 1,505 $382K 0.13% -63 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,007 shares; 2025Q1: 2,010 shares; 2025Q2: 2,013 shares; 2025Q3: 2,016 shares; 2025Q4: 2,019 shares; 2026Q1: 2,022 shares; 2026Q2: 2,024 shares 2,024 $381K 0.13% +2 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,466 shares; 2025Q1: 1,377 shares; 2025Q2: 1,400 shares; 2025Q3: 1,379 shares; 2025Q4: 1,383 shares; 2026Q1: 1,385 shares; 2026Q2: 1,387 shares 1,387 $380K 0.13% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $378K 0.13% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 985 shares; 2025Q2: 1,265 shares; 2025Q3: 1,341 shares; 2025Q4: 1,322 shares; 2026Q1: 1,384 shares; 2026Q2: 1,343 shares 1,343 $374K 0.13% -41 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 816 shares; 2025Q1: 1,180 shares; 2025Q2: 1,808 shares; 2025Q3: 1,940 shares; 2025Q4: 1,916 shares; 2026Q1: 1,899 shares; 2026Q2: 1,808 shares 1,808 $371K 0.13% -91 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,959 shares; 2025Q1: 3,692 shares; 2025Q2: 4,895 shares; 2025Q3: 5,179 shares; 2025Q4: 5,117 shares; 2026Q1: 5,104 shares; 2026Q2: 1,878 shares 1,878 $347K 0.12% -3,226 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,533 shares; 2025Q2: 5,637 shares; 2025Q3: 5,750 shares; 2025Q4: 5,810 shares; 2026Q1: 5,872 shares; 2026Q2: 6,005 shares 6,005 $339K 0.12% +133 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,943 shares; 2025Q1: 1,810 shares; 2025Q2: 2,002 shares; 2025Q3: 2,116 shares; 2025Q4: 836 shares; 2026Q1: 820 shares; 2026Q2: 813 shares 813 $338K 0.12% -7 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,179 shares; 2025Q1: 5,937 shares; 2025Q2: 2,527 shares; 2025Q3: 2,570 shares; 2025Q4: 2,314 shares; 2026Q1: 2,315 shares; 2026Q2: 2,310 shares 2,310 $337K 0.12% -5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,901 shares; 2025Q1: 4,564 shares; 2025Q2: 2,669 shares; 2025Q3: 2,479 shares; 2025Q4: 2,257 shares; 2026Q1: 2,212 shares; 2026Q2: 2,219 shares 2,219 $336K 0.12% +7 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,054 shares; 2025Q1: 19,255 shares; 2025Q2: 7,996 shares; 2025Q3: 7,622 shares; 2025Q4: 2,627 shares; 2026Q1: 2,317 shares; 2026Q2: 2,268 shares 2,268 $332K 0.12% -49 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,194 shares; 2026Q2: 9,169 shares 9,169 $329K 0.11% +1,975 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,081 shares; 2025Q1: 11,562 shares; 2025Q2: 6,855 shares; 2025Q3: 5,541 shares; 2025Q4: 5,471 shares; 2026Q1: 5,443 shares; 2026Q2: 5,336 shares 5,336 $318K 0.11% -107 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 304 shares; 2025Q4: 306 shares; 2026Q1: 308 shares; 2026Q2: 309 shares 309 $312K 0.11% +1 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,757 shares; 2025Q1: 14,490 shares; 2025Q2: 4,988 shares; 2025Q3: 4,855 shares; 2025Q4: 4,744 shares; 2026Q1: 4,753 shares; 2026Q2: 4,604 shares 4,604 $312K 0.11% -149 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 524 shares; 2026Q2: 474 shares 474 $311K 0.11% -50 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,960 shares; 2025Q2: 8,659 shares; 2025Q3: 9,080 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,210 shares 6,210 $309K 0.11% new Timeline FMHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,364 shares; 2026Q1: 6,364 shares; 2026Q2: 6,364 shares 6,364 $309K 0.11% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,091 shares; 2026Q2: 6,971 shares 6,971 $300K 0.1% -120 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,126 shares; 2025Q1: 1,249 shares; 2025Q2: 1,623 shares; 2025Q3: 1,742 shares; 2025Q4: 1,738 shares; 2026Q1: 1,723 shares; 2026Q2: 1,655 shares 1,655 $294K 0.1% -68 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,353 shares; 2025Q1: 3,323 shares; 2025Q2: 1,572 shares; 2025Q3: 1,419 shares; 2025Q4: 1,293 shares; 2026Q1: 1,323 shares; 2026Q2: 1,329 shares 1,329 $293K 0.1% +6 Timeline EMC GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,628 shares; 2025Q1: 50,164 shares; 2025Q2: 23,065 shares; 2025Q3: 22,107 shares; 2025Q4: 8,528 shares; 2026Q1: 7,801 shares; 2026Q2: 7,627 shares 7,627 $287K 0.1% -174 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 2,684 shares; 2025Q4: 2,902 shares; 2026Q1: not reported; 2026Q2: 3,047 shares 3,047 $274K 0.09% new Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,557 shares; 2026Q1: 7,961 shares; 2026Q2: 8,784 shares 8,784 $273K 0.09% +823 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 loaded; 2024Q4: 2,487 shares; 2025Q1: 1,965 shares; 2025Q2: 1,084 shares; 2025Q3: 1,013 shares; 2025Q4: 950 shares; 2026Q1: 993 shares; 2026Q2: 998 shares 998 $271K 0.09% +5 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,868 shares; 2025Q1: 13,767 shares; 2025Q2: 7,040 shares; 2025Q3: 6,951 shares; 2025Q4: 6,222 shares; 2026Q1: 6,483 shares; 2026Q2: 6,381 shares 6,381 $270K 0.09% -102 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,646 shares; 2025Q1: 3,573 shares; 2025Q2: 2,895 shares; 2025Q3: 2,881 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares; 2026Q2: 2,794 shares 2,794 $270K 0.09% +45 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,290 shares 2,290 $269K 0.09% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,189 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,189 shares; 2025Q4: 1,202 shares; 2026Q1: 1,208 shares; 2026Q2: 1,214 shares 1,214 $265K 0.09% +6 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,690 shares; 2025Q1: 1,495 shares; 2025Q2: 1,479 shares; 2025Q3: 1,008 shares; 2025Q4: 956 shares; 2026Q1: 961 shares; 2026Q2: 968 shares 968 $262K 0.09% +7 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,847 shares; 2025Q1: 2,735 shares; 2025Q2: 2,768 shares; 2025Q3: 2,732 shares; 2025Q4: 2,743 shares; 2026Q1: 2,651 shares; 2026Q2: 2,660 shares 2,660 $257K 0.09% +9 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $256K 0.09% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,339 shares; 2025Q1: 3,200 shares; 2025Q2: 1,538 shares; 2025Q3: 1,391 shares; 2025Q4: 1,279 shares; 2026Q1: 1,286 shares; 2026Q2: 1,239 shares 1,239 $255K 0.09% -47 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,528 shares; 2025Q2: 9,640 shares; 2025Q3: 10,068 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,984 shares 4,984 $250K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: 9,430 shares; 2025Q2: 9,538 shares; 2025Q3: 9,961 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,936 shares 4,936 $250K 0.09% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,794 shares; 2025Q4: 1,692 shares; 2026Q1: 1,693 shares; 2026Q2: 1,695 shares 1,695 $248K 0.09% +2 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares 4,035 $241K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,181 shares; 2025Q1: 4,326 shares; 2025Q2: 4,340 shares; 2025Q3: 7,411 shares; 2025Q4: 7,436 shares; 2026Q1: 4,392 shares; 2026Q2: 4,408 shares 4,408 $236K 0.08% +16 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,467 shares; 2025Q2: 4,498 shares; 2025Q3: 4,523 shares; 2025Q4: 4,556 shares; 2026Q1: 4,579 shares; 2026Q2: 4,145 shares 4,145 $234K 0.08% -434 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,612 shares; 2026Q1: 11,637 shares; 2026Q2: 11,663 shares 11,663 $233K 0.08% +26 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384 $229K 0.08% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $224K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,362 shares; 2025Q1: 1,402 shares; 2025Q2: not reported; 2025Q3: 803 shares; 2025Q4: 789 shares; 2026Q1: not reported; 2026Q2: 734 shares 734 $222K 0.08% new Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,135 shares; 2026Q2: 7,135 shares 7,135 $222K 0.08% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 1,753 shares; 2025Q2: 967 shares; 2025Q3: 890 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $221K 0.08% 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 loaded; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 234 shares; 2025Q3: 243 shares; 2025Q4: 234 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $220K 0.08% 0 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 loaded; 2024Q4: 8,944 shares; 2025Q1: 13,637 shares; 2025Q2: 18,804 shares; 2025Q3: 18,715 shares; 2025Q4: 18,644 shares; 2026Q1: not reported; 2026Q2: 3,850 shares 3,850 $219K 0.08% new Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,195 shares 7,195 $218K 0.08% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,847 shares; 2025Q1: 13,774 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,935 shares; 2026Q2: 5,073 shares 5,073 $210K 0.07% +138 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,125 shares; 2025Q1: 14,935 shares; 2025Q2: 9,722 shares; 2025Q3: 7,761 shares; 2025Q4: 7,176 shares; 2026Q1: 7,083 shares; 2026Q2: 7,032 shares 7,032 $206K 0.07% -51 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares 677 $205K 0.07% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,947 shares; 2026Q1: not reported; 2026Q2: 4,547 shares 4,547 $201K 0.07% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,259 shares; 2026Q1: 10,259 shares; 2026Q2: 10,259 shares 10,259 $201K 0.07% 0 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,314 shares; 2025Q1: 23,273 shares; 2025Q2: 27,393 shares; 2025Q3: 27,938 shares; 2025Q4: 30,973 shares; 2026Q1: 35,812 shares; 2026Q2: 39,348 shares 39,348 $201K 0.07% +3,536 Timeline