ACIO 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: 211,627 shares; 2025Q1: 269,636 shares; 2025Q2: 283,835 shares; 2025Q3: 292,169 shares; 2025Q4: 318,619 shares; 2026Q1: 301,778 shares; 2026Q2: 313,908 shares 313,908 $14.5M 9.97% +12,130 Timeline DRSK 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: 238,371 shares; 2025Q1: 254,984 shares; 2025Q2: 266,739 shares; 2025Q3: 281,975 shares; 2025Q4: 287,382 shares; 2026Q1: 301,634 shares; 2026Q2: 325,072 shares 325,072 $9.35M 6.44% +23,438 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: 60,261 shares; 2025Q1: 54,293 shares; 2025Q2: 62,702 shares; 2025Q3: 63,023 shares; 2025Q4: 72,499 shares; 2026Q1: 63,771 shares; 2026Q2: 67,839 shares 67,839 $5.96M 4.11% +4,068 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141,830 shares; 2025Q1: 133,436 shares; 2025Q2: 132,159 shares; 2025Q3: 141,067 shares; 2025Q4: 124,547 shares; 2026Q1: 124,114 shares; 2026Q2: 125,333 shares 125,333 $5.57M 3.84% +1,219 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: 56,961 shares; 2025Q1: 58,423 shares; 2025Q2: 60,215 shares; 2025Q3: 58,433 shares; 2025Q4: 64,192 shares; 2026Q1: 57,784 shares; 2026Q2: 60,768 shares 60,768 $4.33M 2.98% +2,984 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45,031 shares; 2025Q2: 44,796 shares; 2025Q3: 49,446 shares; 2025Q4: 45,948 shares; 2026Q1: 47,601 shares; 2026Q2: 50,464 shares 50,464 $4.31M 2.97% +2,863 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,663 shares; 2025Q1: 45,796 shares; 2025Q2: 49,424 shares; 2025Q3: 49,350 shares; 2025Q4: 48,819 shares; 2026Q1: 48,256 shares; 2026Q2: 50,397 shares 50,397 $3.82M 2.63% +2,141 Timeline OSCV 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: 73,116 shares; 2025Q1: 74,560 shares; 2025Q2: 77,966 shares; 2025Q3: 79,803 shares; 2025Q4: 88,957 shares; 2026Q1: 81,746 shares; 2026Q2: 86,299 shares 86,299 $3.64M 2.51% +4,553 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,631 shares; 2025Q1: 24,812 shares; 2025Q2: 25,855 shares; 2025Q3: 27,213 shares; 2025Q4: 28,063 shares; 2026Q1: 27,520 shares; 2026Q2: 64,676 shares 64,676 $3.63M 2.5% +37,156 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,562 shares; 2025Q1: 42,693 shares; 2025Q2: 40,140 shares; 2025Q3: 44,599 shares; 2025Q4: 42,461 shares; 2026Q1: 42,696 shares; 2026Q2: 44,649 shares 44,649 $3.44M 2.37% +1,953 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,625 shares; 2025Q1: 13,939 shares; 2025Q2: 14,483 shares; 2025Q3: 14,460 shares; 2025Q4: 15,956 shares; 2026Q1: 15,148 shares; 2026Q2: 16,030 shares 16,030 $3.41M 2.35% +882 Timeline IDUB 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: 101,208 shares; 2025Q1: 103,760 shares; 2025Q2: 107,039 shares; 2025Q3: 107,171 shares; 2025Q4: 120,594 shares; 2026Q1: 111,715 shares; 2026Q2: 118,389 shares 118,389 $3.25M 2.24% +6,674 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,332 shares; 2025Q1: 13,412 shares; 2025Q2: 13,974 shares; 2025Q3: 15,325 shares; 2025Q4: 16,969 shares; 2026Q1: 16,431 shares; 2026Q2: 19,808 shares 19,808 $3.14M 2.16% +3,377 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,191 shares; 2025Q1: 52,909 shares; 2025Q2: 52,335 shares; 2025Q3: 55,032 shares; 2025Q4: 51,804 shares; 2026Q1: 37,984 shares; 2026Q2: 38,750 shares 38,750 $2.93M 2.02% +766 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,548 shares; 2025Q1: 59,242 shares; 2025Q2: 55,665 shares; 2025Q3: 62,848 shares; 2025Q4: 61,627 shares; 2026Q1: 57,472 shares; 2026Q2: 58,798 shares 58,798 $2.89M 1.99% +1,326 Timeline JUCY 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: 206,574 shares; 2025Q1: 125,096 shares; 2025Q2: 111,710 shares; 2025Q3: 122,159 shares; 2025Q4: 104,269 shares; 2026Q1: 120,019 shares; 2026Q2: 125,612 shares 125,612 $2.76M 1.9% +5,593 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,467 shares; 2026Q1: 94,661 shares; 2026Q2: 106,264 shares 106,264 $2.76M 1.9% +11,603 Timeline UPSD 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: 17,441 shares; 2025Q1: 59,888 shares; 2025Q2: 65,775 shares; 2025Q3: 78,972 shares; 2025Q4: 88,968 shares; 2026Q1: 77,251 shares; 2026Q2: 84,336 shares 84,336 $2.38M 1.64% +7,085 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,303 shares; 2025Q1: 9,373 shares; 2025Q2: 9,687 shares; 2025Q3: 9,580 shares; 2025Q4: 10,798 shares; 2026Q1: 10,257 shares; 2026Q2: 12,139 shares 12,139 $2.25M 1.55% +1,882 Timeline ADME 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: 28,310 shares; 2025Q1: 28,656 shares; 2025Q2: 29,438 shares; 2025Q3: 29,085 shares; 2025Q4: 33,145 shares; 2026Q1: 33,800 shares; 2026Q2: 35,977 shares 35,977 $2M 1.38% +2,177 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 175,104 shares; 2025Q1: 70,209 shares; 2025Q2: 70,067 shares; 2025Q3: 76,887 shares; 2025Q4: 64,308 shares; 2026Q1: 63,749 shares; 2026Q2: 56,894 shares 56,894 $1.97M 1.36% -6,855 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: 30,432 shares; 2025Q1: 31,188 shares; 2025Q2: 32,696 shares; 2025Q3: 31,337 shares; 2025Q4: 34,908 shares; 2026Q1: 30,101 shares; 2026Q2: 31,998 shares 31,998 $1.91M 1.32% +1,897 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,002 shares; 2026Q1: 14,166 shares; 2026Q2: 16,403 shares 16,403 $1.87M 1.29% +2,237 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,023 shares; 2025Q1: 62,053 shares; 2025Q2: 61,699 shares; 2025Q3: 65,696 shares; 2025Q4: 58,921 shares; 2026Q1: 32,761 shares; 2026Q2: 34,353 shares 34,353 $1.84M 1.27% +1,592 Timeline DUBS 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: 56,532 shares; 2025Q1: 35,454 shares; 2025Q2: 36,589 shares; 2025Q3: 35,811 shares; 2025Q4: 40,930 shares; 2026Q1: 41,193 shares; 2026Q2: 43,978 shares 43,978 $1.83M 1.26% +2,785 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: 8,864 shares; 2025Q1: 9,273 shares; 2025Q2: 9,035 shares; 2025Q3: 9,347 shares; 2025Q4: 9,269 shares; 2026Q1: 6,238 shares; 2026Q2: 6,227 shares 6,227 $1.8M 1.24% -11 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,194 shares; 2025Q1: 12,711 shares; 2025Q2: 12,658 shares; 2025Q3: 13,438 shares; 2025Q4: 12,760 shares; 2026Q1: 12,609 shares; 2026Q2: 11,584 shares 11,584 $1.79M 1.23% -1,025 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 44,717 shares; 2025Q2: 46,255 shares; 2025Q3: not reported; 2025Q4: 122,093 shares; 2026Q1: 152,745 shares; 2026Q2: 178,621 shares 178,621 $1.55M 1.07% +25,876 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: 2,147 shares; 2025Q1: 2,160 shares; 2025Q2: 2,174 shares; 2025Q3: 7,614 shares; 2025Q4: 7,343 shares; 2026Q1: 6,161 shares; 2026Q2: 6,069 shares 6,069 $1.54M 1.06% -92 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,342 shares; 2025Q3: 55,363 shares; 2025Q4: 54,345 shares; 2026Q1: 56,051 shares; 2026Q2: 57,166 shares 57,166 $1.51M 1.04% +1,115 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,589 shares; 2025Q1: 14,643 shares; 2025Q2: 15,103 shares; 2025Q3: 15,519 shares; 2025Q4: 15,368 shares; 2026Q1: 14,983 shares; 2026Q2: 18,130 shares 18,130 $1.51M 1.04% +3,147 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,831 shares; 2025Q1: 26,881 shares; 2025Q2: 26,897 shares; 2025Q3: 26,945 shares; 2025Q4: 34,611 shares; 2026Q1: 27,123 shares; 2026Q2: 29,333 shares 29,333 $1.34M 0.92% +2,210 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 6,331 shares; 2026Q1: 29,416 shares; 2026Q2: 32,923 shares 32,923 $1.32M 0.91% +3,507 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,271 shares; 2025Q1: 29,036 shares; 2025Q2: 23,995 shares; 2025Q3: 25,886 shares; 2025Q4: 23,879 shares; 2026Q1: 24,023 shares; 2026Q2: 25,898 shares 25,898 $1.31M 0.9% +1,875 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,310 shares; 2025Q1: 10,393 shares; 2025Q2: 10,859 shares; 2025Q3: 11,732 shares; 2025Q4: 22,427 shares; 2026Q1: 22,846 shares; 2026Q2: 24,223 shares 24,223 $1.29M 0.89% +1,377 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 43,721 shares; 2026Q2: 49,142 shares 49,142 $1.23M 0.84% +5,421 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,408 shares; 2025Q4: 45,501 shares; 2026Q1: 47,123 shares; 2026Q2: 53,932 shares 53,932 $1.22M 0.84% +6,809 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,779 shares; 2025Q2: 8,506 shares; 2025Q3: 9,016 shares; 2025Q4: 13,095 shares; 2026Q1: 12,262 shares; 2026Q2: 12,313 shares 12,313 $1.18M 0.81% +51 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,484 shares; 2025Q1: 15,038 shares; 2025Q2: 14,766 shares; 2025Q3: 14,235 shares; 2025Q4: 13,672 shares; 2026Q1: 13,029 shares; 2026Q2: 12,769 shares 12,769 $1.17M 0.81% -260 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: 12,409 shares; 2025Q1: 13,828 shares; 2025Q2: 13,664 shares; 2025Q3: 12,641 shares; 2025Q4: 11,606 shares; 2026Q1: 9,507 shares; 2026Q2: 9,443 shares 9,443 $1.07M 0.74% -64 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: 2,778 shares; 2025Q1: 3,162 shares; 2025Q2: 2,962 shares; 2025Q3: 2,934 shares; 2025Q4: 2,766 shares; 2026Q1: 2,646 shares; 2026Q2: 2,735 shares 2,735 $1.02M 0.7% +89 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,487 shares; 2025Q1: 8,550 shares; 2025Q2: 8,816 shares; 2025Q3: 8,792 shares; 2025Q4: 19,793 shares; 2026Q1: 19,388 shares; 2026Q2: 22,304 shares 22,304 $1.01M 0.7% +2,916 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,260 shares; 2025Q2: 16,325 shares; 2025Q3: 16,025 shares; 2025Q4: 15,323 shares; 2026Q1: 7,506 shares; 2026Q2: 7,298 shares 7,298 $857K 0.59% -208 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: not reported; 2025Q1: 3,720 shares; 2025Q2: 3,736 shares; 2025Q3: 3,418 shares; 2025Q4: 3,183 shares; 2026Q1: 2,501 shares; 2026Q2: 2,467 shares 2,467 $846K 0.58% -34 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,007 shares; 2025Q1: 3,291 shares; 2025Q2: 3,297 shares; 2025Q3: 3,233 shares; 2025Q4: 3,088 shares; 2026Q1: 2,915 shares; 2026Q2: 2,893 shares 2,893 $783K 0.54% -22 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 13,906 shares; 2026Q2: 15,082 shares 15,082 $774K 0.53% +1,176 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.52% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,242 shares; 2025Q2: 5,254 shares; 2025Q3: 5,432 shares; 2025Q4: 5,223 shares; 2026Q1: 4,697 shares; 2026Q2: 4,381 shares 4,381 $745K 0.51% -316 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,131 shares; 2025Q2: 1,125 shares; 2025Q3: 1,106 shares; 2025Q4: 1,053 shares; 2026Q1: 503 shares; 2026Q2: 497 shares 497 $676K 0.47% -6 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,040 shares; 2026Q2: 3,977 shares 3,977 $672K 0.46% -63 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares; 2026Q2: 1,749 shares 1,749 $661K 0.46% +76 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: not reported; 2025Q1: 408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,610 shares; 2026Q2: 1,557 shares 1,557 $647K 0.45% -53 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,896 shares; 2025Q1: 25,595 shares; 2025Q2: 19,912 shares; 2025Q3: 17,058 shares; 2025Q4: 24,867 shares; 2026Q1: 6,801 shares; 2026Q2: 8,247 shares 8,247 $622K 0.43% +1,446 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,186 shares; 2025Q2: 3,199 shares; 2025Q3: 2,992 shares; 2025Q4: 2,089 shares; 2026Q1: 3,075 shares; 2026Q2: 2,768 shares 2,768 $620K 0.43% -307 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL 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: 10,684 shares; 2026Q2: 10,515 shares 10,515 $608K 0.42% -169 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 loaded; 2024Q4: 2,936 shares; 2025Q1: 3,201 shares; 2025Q2: 2,945 shares; 2025Q3: 3,128 shares; 2025Q4: 3,032 shares; 2026Q1: 2,789 shares; 2026Q2: 2,715 shares 2,715 $599K 0.41% -74 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,881 shares; 2026Q2: 6,734 shares 6,734 $591K 0.41% -147 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,100 shares; 2025Q1: 10,954 shares; 2025Q2: 11,001 shares; 2025Q3: 10,779 shares; 2025Q4: 10,198 shares; 2026Q1: 5,013 shares; 2026Q2: 4,961 shares 4,961 $582K 0.4% -52 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,147 shares; 2025Q1: 2,396 shares; 2025Q2: 2,093 shares; 2025Q3: 1,846 shares; 2025Q4: 1,790 shares; 2026Q1: 1,755 shares; 2026Q2: 1,757 shares 1,757 $575K 0.4% +2 Timeline LIN LINDE PLC More: the full row for LINDE 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: 1,123 shares; 2026Q2: 1,097 shares 1,097 $569K 0.39% -26 Timeline IFV 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: 21,172 shares; 2025Q1: 19,305 shares; 2025Q2: 22,600 shares; 2025Q3: 21,695 shares; 2025Q4: 21,325 shares; 2026Q1: 20,663 shares; 2026Q2: 20,958 shares 20,958 $564K 0.39% +295 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,054 shares; 2025Q2: 14,607 shares; 2025Q3: 13,047 shares; 2025Q4: 10,011 shares; 2026Q1: 10,553 shares; 2026Q2: 9,596 shares 9,596 $554K 0.38% -957 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 loaded; 2024Q4: 11,696 shares; 2025Q1: 11,698 shares; 2025Q2: 11,045 shares; 2025Q3: 11,046 shares; 2025Q4: 11,047 shares; 2026Q1: 11,051 shares; 2026Q2: 11,056 shares 11,056 $545K 0.38% +5 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,354 shares; 2026Q2: 7,028 shares 7,028 $541K 0.37% +674 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares; 2026Q2: 1,995 shares 1,995 $539K 0.37% -6 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: 11,075 shares; 2025Q1: 11,075 shares; 2025Q2: 11,075 shares; 2025Q3: 11,075 shares; 2025Q4: 11,075 shares; 2026Q1: 11,075 shares; 2026Q2: 11,075 shares 11,075 $523K 0.36% 0 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: 3,043 shares; 2025Q1: 3,327 shares; 2025Q2: 3,335 shares; 2025Q3: 3,275 shares; 2025Q4: 3,122 shares; 2026Q1: 1,494 shares; 2026Q2: 1,480 shares 1,480 $504K 0.35% -14 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,221 shares 1,221 $485K 0.33% -30 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 598 shares; 2025Q4: 446 shares; 2026Q1: 447 shares; 2026Q2: 449 shares 449 $478K 0.33% +2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,920 shares; 2026Q2: 1,913 shares 1,913 $475K 0.33% -7 Timeline S&P GLOBAL INC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $458K 0.32% new 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: 3,187 shares; 2025Q1: 3,724 shares; 2025Q2: 2,444 shares; 2025Q3: 2,438 shares; 2025Q4: 2,299 shares; 2026Q1: 2,170 shares; 2026Q2: 2,223 shares 2,223 $445K 0.31% +53 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $438K 0.3% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 421 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,233 shares; 2026Q2: 1,276 shares 1,276 $432K 0.3% +43 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,335 shares 1,335 $420K 0.29% -16 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares; 2026Q2: 3,026 shares 3,026 $410K 0.28% -62 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 416 shares 416 $407K 0.28% -6 Timeline AVNV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $384K 0.26% 0 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: 3,397 shares; 2025Q4: 2,734 shares; 2026Q1: 3,067 shares; 2026Q2: 2,939 shares 2,939 $366K 0.25% -128 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 2,418 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $357K 0.25% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,408 shares; 2025Q4: 11,835 shares; 2026Q1: 4,996 shares; 2026Q2: 4,950 shares 4,950 $349K 0.24% -46 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 398 shares; 2026Q2: 356 shares 356 $343K 0.24% -42 Timeline DEFR 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: 10,087 shares; 2025Q3: 10,709 shares; 2025Q4: 11,860 shares; 2026Q1: 12,127 shares; 2026Q2: 12,554 shares 12,554 $336K 0.23% +427 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 9,810 shares; 2025Q3: 9,273 shares; 2025Q4: 6,136 shares; 2026Q1: 3,515 shares; 2026Q2: 3,482 shares 3,482 $319K 0.22% -33 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,688 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 8,178 shares; 2025Q4: 8,867 shares; 2026Q1: 8,821 shares; 2026Q2: 9,425 shares 9,425 $314K 0.22% +604 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 2,807 shares; 2026Q2: 2,807 shares 2,807 $302K 0.21% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,258 shares; 2025Q2: 7,107 shares; 2025Q3: 7,179 shares; 2025Q4: 5,655 shares; 2026Q1: 2,842 shares; 2026Q2: 2,637 shares 2,637 $300K 0.21% -205 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,003 shares; 2025Q1: 2,178 shares; 2025Q2: 2,167 shares; 2025Q3: 2,122 shares; 2025Q4: 2,014 shares; 2026Q1: 842 shares; 2026Q2: 837 shares 837 $295K 0.2% -5 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $285K 0.2% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,562 shares; 2025Q1: 14,530 shares; 2025Q2: 14,304 shares; 2025Q3: 13,664 shares; 2025Q4: 10,710 shares; 2026Q1: 10,542 shares; 2026Q2: 10,551 shares 10,551 $285K 0.2% +9 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares; 2026Q2: 1,353 shares 1,353 $262K 0.18% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,058 shares; 2025Q2: 5,695 shares; 2025Q3: 5,435 shares; 2025Q4: 4,233 shares; 2026Q1: 2,714 shares; 2026Q2: 2,698 shares 2,698 $245K 0.17% -16 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,131 shares; 2025Q1: 6,531 shares; 2025Q2: 6,558 shares; 2025Q3: 6,432 shares; 2025Q4: 5,102 shares; 2026Q1: 2,655 shares; 2026Q2: 2,413 shares 2,413 $237K 0.16% -242 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 809 shares; 2025Q2: 697 shares; 2025Q3: 527 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $232K 0.16% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,809 shares; 2026Q1: 1,727 shares; 2026Q2: 1,689 shares 1,689 $231K 0.16% -38 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: 1,094 shares; 2025Q1: 1,381 shares; 2025Q2: 1,141 shares; 2025Q3: 1,122 shares; 2025Q4: 1,133 shares; 2026Q1: not reported; 2026Q2: 945 shares 945 $225K 0.16% new 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: 696 shares; 2025Q1: 652 shares; 2025Q2: 527 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 326 shares 326 $224K 0.15% -202 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 656 shares; 2026Q1: not reported; 2026Q2: 573 shares 573 $205K 0.14% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,044 shares; 2025Q1: 22,044 shares; 2025Q2: 22,044 shares; 2025Q3: 22,044 shares; 2025Q4: 22,044 shares; 2026Q1: 22,044 shares; 2026Q2: 22,031 shares 22,031 $128K 0.09% -13 Timeline