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: 743,085 shares; 2024Q4: 738,657 shares; 2025Q1: 744,213 shares; 2025Q2: 770,715 shares; 2025Q3: 774,166 shares; 2025Q4: 761,515 shares; 2026Q1: 772,538 shares; 2026Q2: 830,210 shares 830,210 $73M 20.89% +57,672 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: 152,309 shares; 2024Q4: 154,365 shares; 2025Q1: 160,441 shares; 2025Q2: 180,563 shares; 2025Q3: 209,886 shares; 2025Q4: 212,334 shares; 2026Q1: 217,138 shares; 2026Q2: 217,587 shares 217,587 $65.9M 18.87% +449 Timeline RWL 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: 143,040 shares; 2024Q4: 146,281 shares; 2025Q1: 142,149 shares; 2025Q2: 150,378 shares; 2025Q3: 154,177 shares; 2025Q4: 159,604 shares; 2026Q1: 168,293 shares; 2026Q2: 175,559 shares 175,559 $22.4M 6.42% +7,266 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431,011 shares; 2026Q2: 562,823 shares 562,823 $19.7M 5.65% +131,812 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,270 shares; 2024Q4: 32,402 shares; 2025Q1: 32,097 shares; 2025Q2: 33,022 shares; 2025Q3: 31,973 shares; 2025Q4: 34,352 shares; 2026Q1: 35,558 shares; 2026Q2: 113,385 shares 113,385 $14.1M 4.03% +77,827 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: 122,068 shares; 2024Q4: 124,146 shares; 2025Q1: 123,630 shares; 2025Q2: 146,810 shares; 2025Q3: 147,923 shares; 2025Q4: 149,789 shares; 2026Q1: 159,258 shares; 2026Q2: 167,798 shares 167,798 $13.6M 3.89% +8,540 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: 34,117 shares; 2024Q4: 33,013 shares; 2025Q1: 32,762 shares; 2025Q2: 32,563 shares; 2025Q3: 31,329 shares; 2025Q4: 31,203 shares; 2026Q1: 30,672 shares; 2026Q2: 30,703 shares 30,703 $8.88M 2.54% +31 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 171,680 shares 171,680 $8.75M 2.5% new Timeline XMHQ 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: 3,715 shares; 2024Q4: 3,574 shares; 2025Q1: 7,061 shares; 2025Q2: 11,557 shares; 2025Q3: 56,735 shares; 2025Q4: 67,013 shares; 2026Q1: 70,289 shares; 2026Q2: 75,628 shares 75,628 $8.54M 2.44% +5,339 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,361 shares; 2024Q4: 14,210 shares; 2025Q1: 14,238 shares; 2025Q2: 13,737 shares; 2025Q3: 13,903 shares; 2025Q4: 95,156 shares; 2026Q1: 93,577 shares; 2026Q2: 105,068 shares 105,068 $8.52M 2.44% +11,491 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,968 shares; 2025Q4: 40,738 shares; 2026Q1: 50,091 shares; 2026Q2: 73,573 shares 73,573 $7.38M 2.11% +23,482 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: 71,055 shares; 2024Q4: 70,841 shares; 2025Q1: 70,090 shares; 2025Q2: 69,483 shares; 2025Q3: 66,275 shares; 2025Q4: 65,888 shares; 2026Q1: 64,979 shares; 2026Q2: 61,214 shares 61,214 $7.28M 2.09% -3,765 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,016 shares; 2025Q2: 42,350 shares; 2025Q3: 47,691 shares; 2025Q4: 53,081 shares; 2026Q1: 59,594 shares; 2026Q2: 72,745 shares 72,745 $7.15M 2.05% +13,151 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191,761 shares 191,761 $5.09M 1.46% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 4,101 shares; 2025Q1: 4,844 shares; 2025Q2: 5,463 shares; 2025Q3: 5,350 shares; 2025Q4: 5,619 shares; 2026Q1: 5,608 shares; 2026Q2: 5,477 shares 5,477 $4.09M 1.17% -131 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: 5,674 shares; 2024Q4: 5,740 shares; 2025Q1: 5,910 shares; 2025Q2: 5,627 shares; 2025Q3: 5,239 shares; 2025Q4: 5,195 shares; 2026Q1: 5,036 shares; 2026Q2: 5,035 shares 5,035 $3.71M 1.06% -1 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,366 shares; 2024Q4: 31,890 shares; 2025Q1: 26,165 shares; 2025Q2: 25,239 shares; 2025Q3: 23,274 shares; 2025Q4: 21,391 shares; 2026Q1: 20,868 shares; 2026Q2: 19,426 shares 19,426 $2.96M 0.85% -1,442 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,034 shares; 2026Q2: 11,118 shares 11,118 $2.74M 0.78% +84 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,257 shares; 2026Q1: 3,642 shares; 2026Q2: 3,871 shares 3,871 $2.54M 0.73% +229 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,081 shares; 2024Q4: 7,119 shares; 2025Q1: 8,344 shares; 2025Q2: 27,952 shares; 2025Q3: 28,297 shares; 2025Q4: 30,167 shares; 2026Q1: 24,738 shares; 2026Q2: 26,203 shares 26,203 $2.36M 0.68% +1,465 Timeline SLYG 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: 23,502 shares; 2024Q4: 22,952 shares; 2025Q1: 22,559 shares; 2025Q2: 21,288 shares; 2025Q3: 20,661 shares; 2025Q4: 20,979 shares; 2026Q1: 21,203 shares; 2026Q2: 19,331 shares 19,331 $2.3M 0.66% -1,872 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,553 shares; 2026Q2: 3,338 shares 3,338 $2.29M 0.66% -1,215 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,910 shares; 2024Q4: 160,863 shares; 2025Q1: 229,694 shares; 2025Q2: 203,400 shares; 2025Q3: 209,220 shares; 2025Q4: 238,540 shares; 2026Q1: 44,500 shares; 2026Q2: 43,718 shares 43,718 $2.21M 0.63% -782 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: 2,724 shares; 2024Q4: 2,674 shares; 2025Q1: 14,207 shares; 2025Q2: 9,372 shares; 2025Q3: 10,869 shares; 2025Q4: 10,010 shares; 2026Q1: 10,840 shares; 2026Q2: 10,549 shares 10,549 $2.11M 0.6% -291 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,428 shares; 2025Q4: 19,848 shares; 2026Q1: 36,049 shares; 2026Q2: 41,217 shares 41,217 $2.06M 0.59% +5,168 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,499 shares; 2025Q3: 34,240 shares; 2025Q4: 39,873 shares; 2026Q1: 39,097 shares; 2026Q2: 39,413 shares 39,413 $2.02M 0.58% +316 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,902 shares; 2024Q4: 10,748 shares; 2025Q1: 13,830 shares; 2025Q2: 32,822 shares; 2025Q3: 35,347 shares; 2025Q4: 50,285 shares; 2026Q1: 39,931 shares; 2026Q2: 38,312 shares 38,312 $1.93M 0.55% -1,619 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: 14,801 shares; 2024Q4: 17,121 shares; 2025Q1: 16,848 shares; 2025Q2: 16,905 shares; 2025Q3: 15,961 shares; 2025Q4: 15,560 shares; 2026Q1: 18,715 shares; 2026Q2: 18,677 shares 18,677 $1.79M 0.51% -38 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 reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 867 shares; 2025Q3: 870 shares; 2025Q4: 876 shares; 2026Q1: 2,291 shares; 2026Q2: 2,322 shares 2,322 $1.74M 0.5% +31 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: 885 shares; 2024Q4: 929 shares; 2025Q1: 1,060 shares; 2025Q2: 1,291 shares; 2025Q3: 1,953 shares; 2025Q4: 2,093 shares; 2026Q1: 3,493 shares; 2026Q2: 3,890 shares 3,890 $1.64M 0.47% +397 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,210 shares; 2024Q4: 130,306 shares; 2025Q1: 138,540 shares; 2025Q2: 135,407 shares; 2025Q3: 142,170 shares; 2025Q4: 145,471 shares; 2026Q1: 138,838 shares; 2026Q2: 21,428 shares 21,428 $1.3M 0.37% -117,410 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,945 shares; 2025Q3: 10,788 shares; 2025Q4: 11,919 shares; 2026Q1: 12,392 shares; 2026Q2: 10,162 shares 10,162 $1.27M 0.36% -2,230 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: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,750 shares; 2025Q3: 2,852 shares; 2025Q4: 2,935 shares; 2026Q1: 3,017 shares; 2026Q2: 2,454 shares 2,454 $1.23M 0.35% -563 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: 52,169 shares; 2024Q4: 53,491 shares; 2025Q1: 48,563 shares; 2025Q2: 49,790 shares; 2025Q3: 51,979 shares; 2025Q4: 26,812 shares; 2026Q1: 26,210 shares; 2026Q2: 25,713 shares 25,713 $1.17M 0.33% -497 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: 31,630 shares; 2024Q4: 32,339 shares; 2025Q1: 31,569 shares; 2025Q2: 31,397 shares; 2025Q3: 30,825 shares; 2025Q4: 30,147 shares; 2026Q1: 26,256 shares; 2026Q2: 22,600 shares 22,600 $1.09M 0.31% -3,656 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,624 shares; 2024Q4: 22,143 shares; 2025Q1: 22,087 shares; 2025Q2: 20,882 shares; 2025Q3: 20,666 shares; 2025Q4: 20,999 shares; 2026Q1: 19,996 shares; 2026Q2: 19,913 shares 19,913 $1.04M 0.3% -83 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,392 shares; 2024Q4: 152,128 shares; 2025Q1: 156,952 shares; 2025Q2: 162,135 shares; 2025Q3: 73,972 shares; 2025Q4: 43,684 shares; 2026Q1: 23,983 shares; 2026Q2: 20,194 shares 20,194 $1.01M 0.29% -3,789 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,061 shares; 2024Q4: 18,315 shares; 2025Q1: 18,315 shares; 2025Q2: 18,021 shares; 2025Q3: 17,954 shares; 2025Q4: 17,954 shares; 2026Q1: 18,054 shares; 2026Q2: 17,884 shares 17,884 $1.01M 0.29% -170 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: 19,849 shares; 2024Q4: 19,927 shares; 2025Q1: 19,570 shares; 2025Q2: 19,443 shares; 2025Q3: 17,959 shares; 2025Q4: 17,847 shares; 2026Q1: 17,804 shares; 2026Q2: 17,331 shares 17,331 $980K 0.28% -473 Timeline RECS 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 reported; 2024Q4: not reported; 2025Q1: 24,926 shares; 2025Q2: 30,795 shares; 2025Q3: 28,670 shares; 2025Q4: 29,922 shares; 2026Q1: 21,879 shares; 2026Q2: 22,263 shares 22,263 $964K 0.28% +384 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,445 shares; 2024Q4: 15,488 shares; 2025Q1: 15,454 shares; 2025Q2: 15,361 shares; 2025Q3: 15,411 shares; 2025Q4: 15,245 shares; 2026Q1: 14,098 shares; 2026Q2: 14,167 shares 14,167 $957K 0.27% +69 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: 1,466 shares; 2024Q4: 1,633 shares; 2025Q1: 1,635 shares; 2025Q2: 1,673 shares; 2025Q3: 1,674 shares; 2025Q4: 1,677 shares; 2026Q1: 1,663 shares; 2026Q2: 10,783 shares 10,783 $929K 0.27% +9,120 Timeline SPSM 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: 21,860 shares; 2024Q4: 22,054 shares; 2025Q1: 20,328 shares; 2025Q2: 18,724 shares; 2025Q3: 15,663 shares; 2025Q4: 15,625 shares; 2026Q1: 14,728 shares; 2026Q2: 14,716 shares 14,716 $849K 0.24% -12 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,988 shares; 2024Q4: 14,089 shares; 2025Q1: 14,238 shares; 2025Q2: 14,521 shares; 2025Q3: 14,682 shares; 2025Q4: 14,830 shares; 2026Q1: 14,954 shares; 2026Q2: 13,624 shares 13,624 $844K 0.24% -1,330 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: 2,510 shares; 2024Q4: 2,521 shares; 2025Q1: 2,534 shares; 2025Q2: 2,568 shares; 2025Q3: 2,291 shares; 2025Q4: 2,267 shares; 2026Q1: 3,137 shares; 2026Q2: 3,250 shares 3,250 $775K 0.22% +113 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,637 shares; 2025Q1: 1,555 shares; 2025Q2: 1,516 shares; 2025Q3: 1,507 shares; 2025Q4: 1,477 shares; 2026Q1: 1,406 shares; 2026Q2: 1,388 shares 1,388 $725K 0.21% -18 Timeline MDYG 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: 19,783 shares; 2024Q4: 21,170 shares; 2025Q1: 8,131 shares; 2025Q2: 7,412 shares; 2025Q3: 7,382 shares; 2025Q4: 6,869 shares; 2026Q1: 7,283 shares; 2026Q2: 6,412 shares 6,412 $719K 0.21% -871 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,793 shares; 2024Q4: 7,793 shares; 2025Q1: 7,793 shares; 2025Q2: 7,793 shares; 2025Q3: 7,741 shares; 2025Q4: 8,421 shares; 2026Q1: 8,421 shares; 2026Q2: 8,421 shares 8,421 $669K 0.19% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,108 shares; 2024Q4: 23,335 shares; 2025Q1: 23,181 shares; 2025Q2: 22,689 shares; 2025Q3: 22,043 shares; 2025Q4: 21,932 shares; 2026Q1: 24,028 shares; 2026Q2: 23,984 shares 23,984 $664K 0.19% -44 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: 4,251 shares; 2024Q4: 4,239 shares; 2025Q1: 4,244 shares; 2025Q2: 4,249 shares; 2025Q3: 4,112 shares; 2025Q4: 4,008 shares; 2026Q1: 2,903 shares; 2026Q2: 1,840 shares 1,840 $649K 0.19% -1,063 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,232 shares; 2024Q4: 3,243 shares; 2025Q1: 2,973 shares; 2025Q2: 2,982 shares; 2025Q3: 3,569 shares; 2025Q4: 3,828 shares; 2026Q1: 3,586 shares; 2026Q2: 3,791 shares 3,791 $623K 0.18% +205 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,853 shares; 2025Q1: 1,858 shares; 2025Q2: 1,845 shares; 2025Q3: 1,839 shares; 2025Q4: 1,827 shares; 2026Q1: 1,856 shares; 2026Q2: 1,895 shares 1,895 $620K 0.18% +39 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 reported; 2024Q4: not reported; 2025Q1: 4,847 shares; 2025Q2: 5,575 shares; 2025Q3: 5,418 shares; 2025Q4: 5,455 shares; 2026Q1: 8,682 shares; 2026Q2: 11,346 shares 11,346 $608K 0.17% +2,664 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,446 shares; 2025Q1: 1,448 shares; 2025Q2: 1,426 shares; 2025Q3: 1,351 shares; 2025Q4: 1,373 shares; 2026Q1: 1,457 shares; 2026Q2: 1,625 shares 1,625 $606K 0.17% +168 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,341 shares 3,341 $571K 0.16% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,146 shares; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 16,307 shares; 2025Q3: 14,241 shares; 2025Q4: 14,241 shares; 2026Q1: 14,241 shares; 2026Q2: 14,241 shares 14,241 $563K 0.16% 0 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: 4,829 shares; 2024Q4: 4,857 shares; 2025Q1: 4,887 shares; 2025Q2: 4,917 shares; 2025Q3: 4,206 shares; 2025Q4: 4,148 shares; 2026Q1: 4,244 shares; 2026Q2: 4,090 shares 4,090 $559K 0.16% -154 Timeline SLYV 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: 12,804 shares; 2024Q4: 12,762 shares; 2025Q1: 12,048 shares; 2025Q2: 6,049 shares; 2025Q3: 5,869 shares; 2025Q4: 5,840 shares; 2026Q1: 5,042 shares; 2026Q2: 5,095 shares 5,095 $556K 0.16% +53 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,046 shares; 2026Q2: 7,545 shares 7,545 $538K 0.15% -6,501 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $526K 0.15% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 1,410 shares; 2026Q2: 1,436 shares 1,436 $513K 0.15% +26 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,149 shares; 2024Q4: 106,228 shares; 2025Q1: 81,595 shares; 2025Q2: 70,827 shares; 2025Q3: 65,913 shares; 2025Q4: 24,181 shares; 2026Q1: 17,977 shares; 2026Q2: 10,259 shares 10,259 $513K 0.15% -7,718 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: 5,313 shares; 2024Q4: 5,547 shares; 2025Q1: 5,722 shares; 2025Q2: 5,730 shares; 2025Q3: 5,730 shares; 2025Q4: 5,722 shares; 2026Q1: 5,884 shares; 2026Q2: 6,133 shares 6,133 $507K 0.15% +249 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: 5,553 shares; 2024Q4: 5,599 shares; 2025Q1: 5,443 shares; 2025Q2: 5,351 shares; 2025Q3: 5,394 shares; 2025Q4: 5,419 shares; 2026Q1: 5,567 shares; 2026Q2: 9,001 shares 9,001 $506K 0.14% +3,434 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,126 shares; 2024Q4: 11,391 shares; 2025Q1: 9,722 shares; 2025Q2: 6,646 shares; 2025Q3: 6,667 shares; 2025Q4: 6,691 shares; 2026Q1: 6,908 shares; 2026Q2: 6,907 shares 6,907 $504K 0.14% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,552 shares 3,552 $496K 0.14% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 1,560 shares 1,560 $473K 0.14% +267 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,340 shares 51,340 $470K 0.13% new Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,811 shares; 2024Q4: 19,906 shares; 2025Q1: 18,513 shares; 2025Q2: 18,497 shares; 2025Q3: 18,259 shares; 2025Q4: 17,669 shares; 2026Q1: 19,764 shares; 2026Q2: 19,856 shares 19,856 $467K 0.13% +92 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: 2,614 shares; 2024Q4: 2,619 shares; 2025Q1: 2,616 shares; 2025Q2: 2,689 shares; 2025Q3: 2,781 shares; 2025Q4: 2,801 shares; 2026Q1: 2,828 shares; 2026Q2: 2,998 shares 2,998 $445K 0.13% +170 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,002 shares; 2026Q2: 1,068 shares 1,068 $403K 0.12% +66 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: 2,440 shares; 2024Q4: 2,473 shares; 2025Q1: 2,482 shares; 2025Q2: 2,482 shares; 2025Q3: 2,493 shares; 2025Q4: 2,056 shares; 2026Q1: 2,050 shares; 2026Q2: 1,624 shares 1,624 $384K 0.11% -426 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: 2,369 shares; 2024Q4: 2,384 shares; 2025Q1: 2,351 shares; 2025Q2: 2,370 shares; 2025Q3: 2,386 shares; 2025Q4: 2,272 shares; 2026Q1: 2,244 shares; 2026Q2: 2,257 shares 2,257 $381K 0.11% +13 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 362 shares; 2026Q2: 355 shares 355 $378K 0.11% -7 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,857 shares; 2026Q2: 7,566 shares 7,566 $377K 0.11% -5,291 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,283 shares; 2025Q4: 1,276 shares; 2026Q1: 1,213 shares; 2026Q2: 1,288 shares 1,288 $366K 0.1% +75 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,399 shares; 2024Q4: 12,115 shares; 2025Q1: 11,911 shares; 2025Q2: 11,798 shares; 2025Q3: 8,926 shares; 2025Q4: 9,225 shares; 2026Q1: 14,190 shares; 2026Q2: 14,745 shares 14,745 $355K 0.1% +555 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: 4,106 shares; 2024Q4: 4,122 shares; 2025Q1: 4,132 shares; 2025Q2: 4,317 shares; 2025Q3: 4,254 shares; 2025Q4: 4,266 shares; 2026Q1: 4,272 shares; 2026Q2: 4,488 shares 4,488 $346K 0.1% +216 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: 34,415 shares; 2024Q4: 35,163 shares; 2025Q1: 38,886 shares; 2025Q2: 3,541 shares; 2025Q3: 3,142 shares; 2025Q4: 2,491 shares; 2026Q1: 2,251 shares; 2026Q2: 2,171 shares 2,171 $344K 0.1% -80 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 2,786 shares 2,786 $333K 0.1% +2,390 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: 400 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 406 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 344 shares; 2026Q2: 338 shares 338 $317K 0.09% -6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,792 shares; 2026Q2: 1,283 shares 1,283 $316K 0.09% -1,509 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: 11,558 shares; 2024Q4: 10,428 shares; 2025Q1: 10,428 shares; 2025Q2: 10,428 shares; 2025Q3: 8,620 shares; 2025Q4: 7,477 shares; 2026Q1: 5,941 shares; 2026Q2: 5,876 shares 5,876 $314K 0.09% -65 Timeline SJNK 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: 28,399 shares; 2024Q4: 34,089 shares; 2025Q1: 34,285 shares; 2025Q2: 33,859 shares; 2025Q3: 36,620 shares; 2025Q4: 30,518 shares; 2026Q1: 14,266 shares; 2026Q2: 11,864 shares 11,864 $297K 0.09% -2,402 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,152 shares; 2025Q4: 22,136 shares; 2026Q1: 6,763 shares; 2026Q2: 7,321 shares 7,321 $294K 0.08% +558 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,510 shares; 2024Q4: 83,886 shares; 2025Q1: 30,596 shares; 2025Q2: 28,170 shares; 2025Q3: 31,050 shares; 2025Q4: 54,029 shares; 2026Q1: 59,473 shares; 2026Q2: 14,969 shares 14,969 $292K 0.08% -44,504 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 reported; 2024Q4: 849 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 1,022 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 3,565 shares 3,565 $287K 0.08% +2,675 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,180 shares; 2026Q1: 5,955 shares; 2026Q2: 5,661 shares 5,661 $287K 0.08% -294 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,535 shares 5,535 $278K 0.08% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,112 shares; 2025Q1: 2,126 shares; 2025Q2: 2,045 shares; 2025Q3: 1,871 shares; 2025Q4: 1,748 shares; 2026Q1: 1,815 shares; 2026Q2: 1,650 shares 1,650 $274K 0.08% -165 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $271K 0.08% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,815 shares; 2025Q3: 5,417 shares; 2025Q4: 5,045 shares; 2026Q1: 5,224 shares; 2026Q2: 5,153 shares 5,153 $269K 0.08% -71 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: 633 shares; 2024Q4: 615 shares; 2025Q1: 604 shares; 2025Q2: 570 shares; 2025Q3: 564 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 518 shares 518 $266K 0.08% -43 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares; 2026Q1: 1,871 shares; 2026Q2: 2,230 shares 2,230 $253K 0.07% +359 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 657 shares 657 $243K 0.07% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,861 shares; 2026Q2: 1,865 shares 1,865 $240K 0.07% +4 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,047 shares; 2026Q2: 1,993 shares 1,993 $238K 0.07% -1,054 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: 5,943 shares; 2024Q4: 6,017 shares; 2025Q1: not reported; 2025Q2: 5,360 shares; 2025Q3: 5,401 shares; 2025Q4: 5,442 shares; 2026Q1: 4,739 shares; 2026Q2: 4,741 shares 4,741 $237K 0.07% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $237K 0.07% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 2,001 shares; 2025Q1: 2,086 shares; 2025Q2: 2,045 shares; 2025Q3: 1,970 shares; 2025Q4: 1,583 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $230K 0.07% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,758 shares 2,758 $228K 0.07% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,017 shares 3,017 $217K 0.06% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,575 shares; 2024Q4: 76,721 shares; 2025Q1: 20,909 shares; 2025Q2: 12,967 shares; 2025Q3: 14,280 shares; 2025Q4: 26,295 shares; 2026Q1: 43,706 shares; 2026Q2: 10,831 shares 10,831 $212K 0.06% -32,875 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 908 shares; 2025Q3: 921 shares; 2025Q4: 918 shares; 2026Q1: 1,095 shares; 2026Q2: 752 shares 752 $211K 0.06% -343 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,436 shares 1,436 $210K 0.06% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $205K 0.06% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,951 shares 2,951 $205K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $205K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 856 shares; 2024Q4: 854 shares; 2025Q1: 852 shares; 2025Q2: 851 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $204K 0.06% new Timeline