DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788,628 shares; 2024Q4: 875,071 shares; 2025Q1: 908,297 shares; 2025Q2: 958,576 shares; 2025Q3: 1,122,928 shares; 2025Q4: 1,600,389 shares; 2026Q1: 2,333,696 shares; 2026Q2: 2,591,864 shares 2,591,864 $115M 10.03% +258,168 Timeline BIV 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: 460,661 shares; 2024Q4: 503,304 shares; 2025Q1: 502,557 shares; 2025Q2: 541,909 shares; 2025Q3: 559,883 shares; 2025Q4: 630,329 shares; 2026Q1: 728,902 shares; 2026Q2: 818,448 shares 818,448 $62.8M 5.48% +89,546 Timeline VBR 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: 6,669 shares; 2024Q4: 6,012 shares; 2025Q1: 5,092 shares; 2025Q2: 13,118 shares; 2025Q3: 21,662 shares; 2025Q4: 87,397 shares; 2026Q1: 237,724 shares; 2026Q2: 247,996 shares 247,996 $60.3M 5.26% +10,272 Timeline HCMT 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: 154,853 shares; 2024Q4: 209,321 shares; 2025Q1: 178,043 shares; 2025Q2: 270,783 shares; 2025Q3: 244,557 shares; 2025Q4: 263,367 shares; 2026Q1: 1,057,983 shares; 2026Q2: 1,203,003 shares 1,203,003 $50.5M 4.4% +145,020 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: 15,750 shares; 2024Q4: 17,731 shares; 2025Q1: 16,155 shares; 2025Q2: 17,978 shares; 2025Q3: 20,026 shares; 2025Q4: 25,298 shares; 2026Q1: 55,038 shares; 2026Q2: 69,539 shares 69,539 $47.8M 4.17% +14,501 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: 242,321 shares; 2024Q4: 280,762 shares; 2025Q1: 282,003 shares; 2025Q2: 295,844 shares; 2025Q3: 314,212 shares; 2025Q4: 371,413 shares; 2026Q1: 528,729 shares; 2026Q2: 647,837 shares 647,837 $46.2M 4.03% +119,108 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: 4,057 shares; 2024Q4: 3,770 shares; 2025Q1: 3,568 shares; 2025Q2: 6,040 shares; 2025Q3: 9,925 shares; 2025Q4: 41,746 shares; 2026Q1: 133,155 shares; 2026Q2: 146,099 shares 146,099 $44.3M 3.86% +12,944 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: 16,853 shares; 2024Q4: 11,746 shares; 2025Q1: 11,256 shares; 2025Q2: 18,389 shares; 2025Q3: 26,546 shares; 2025Q4: 154,223 shares; 2026Q1: 387,815 shares; 2026Q2: 378,419 shares 378,419 $37.5M 3.27% -9,396 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,226 shares; 2024Q4: 286,879 shares; 2025Q1: 293,071 shares; 2025Q2: 306,157 shares; 2025Q3: 332,705 shares; 2025Q4: 591,483 shares; 2026Q1: 961,790 shares; 2026Q2: 1,014,876 shares 1,014,876 $35.6M 3.1% +53,086 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,906 shares; 2024Q4: 409,981 shares; 2025Q1: 401,087 shares; 2025Q2: 441,039 shares; 2025Q3: 462,494 shares; 2025Q4: 534,839 shares; 2026Q1: 599,763 shares; 2026Q2: 658,093 shares 658,093 $31.9M 2.78% +58,330 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: 3,389 shares; 2024Q4: 3,206 shares; 2025Q1: 2,871 shares; 2025Q2: 4,279 shares; 2025Q3: 5,622 shares; 2025Q4: 10,301 shares; 2026Q1: 67,253 shares; 2026Q2: 85,474 shares 85,474 $31.6M 2.76% +18,221 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,420 shares; 2025Q3: 52,921 shares; 2025Q4: 293,764 shares; 2026Q1: 717,922 shares; 2026Q2: 694,265 shares 694,265 $29M 2.53% -23,657 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 4,130 shares; 2025Q1: 3,775 shares; 2025Q2: 5,425 shares; 2025Q3: 11,256 shares; 2025Q4: 18,353 shares; 2026Q1: 101,412 shares; 2026Q2: 128,602 shares 128,602 $28M 2.45% +27,190 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,077 shares; 2025Q3: 30,248 shares; 2025Q4: 306,239 shares; 2026Q1: 755,893 shares; 2026Q2: 725,663 shares 725,663 $27M 2.36% -30,230 Timeline BSV 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: 24,273 shares; 2024Q4: 20,555 shares; 2025Q1: 20,685 shares; 2025Q2: 32,803 shares; 2025Q3: 37,848 shares; 2025Q4: 123,922 shares; 2026Q1: 295,424 shares; 2026Q2: 309,533 shares 309,533 $24.1M 2.1% +14,109 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,791 shares; 2024Q4: 284,337 shares; 2025Q1: 287,523 shares; 2025Q2: 308,542 shares; 2025Q3: 369,842 shares; 2025Q4: 424,214 shares; 2026Q1: 472,869 shares; 2026Q2: 553,073 shares 553,073 $22.5M 1.96% +80,204 Timeline AVDV 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: 43,100 shares; 2024Q4: 46,919 shares; 2025Q1: 44,528 shares; 2025Q2: 55,606 shares; 2025Q3: 72,367 shares; 2025Q4: 116,928 shares; 2026Q1: 191,520 shares; 2026Q2: 195,266 shares 195,266 $20.1M 1.76% +3,746 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,103 shares; 2024Q4: 259,130 shares; 2025Q1: 252,453 shares; 2025Q2: 274,889 shares; 2025Q3: 284,150 shares; 2025Q4: 320,543 shares; 2026Q1: 342,522 shares; 2026Q2: 363,629 shares 363,629 $19.1M 1.66% +21,107 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,106 shares; 2024Q4: 40,498 shares; 2025Q1: 36,239 shares; 2025Q2: 38,672 shares; 2025Q3: 40,181 shares; 2025Q4: 53,328 shares; 2026Q1: 156,159 shares; 2026Q2: 191,319 shares 191,319 $16.4M 1.43% +35,160 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,205 shares; 2026Q1: 281,084 shares; 2026Q2: 279,966 shares 279,966 $16.3M 1.42% -1,118 Timeline VEU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,028 shares; 2025Q3: 5,826 shares; 2025Q4: 16,000 shares; 2026Q1: 139,436 shares; 2026Q2: 179,693 shares 179,693 $15M 1.31% +40,257 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,733 shares; 2024Q4: 47,587 shares; 2025Q1: 42,357 shares; 2025Q2: 41,754 shares; 2025Q3: 47,327 shares; 2025Q4: 63,900 shares; 2026Q1: 179,545 shares; 2026Q2: 227,458 shares 227,458 $14.5M 1.27% +47,913 Timeline STIP 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: 89,042 shares; 2025Q4: 95,783 shares; 2026Q1: 120,138 shares; 2026Q2: 131,643 shares 131,643 $13.4M 1.17% +11,505 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,579 shares; 2025Q4: 222,955 shares; 2026Q1: 265,210 shares; 2026Q2: 280,039 shares 280,039 $13.4M 1.17% +14,829 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,419 shares; 2025Q3: 5,099 shares; 2025Q4: 11,727 shares; 2026Q1: 99,406 shares; 2026Q2: 129,993 shares 129,993 $12.5M 1.09% +30,587 Timeline VPL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 9,819 shares; 2026Q1: 82,868 shares; 2026Q2: 104,546 shares 104,546 $12.1M 1.06% +21,678 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,483 shares; 2025Q4: 14,107 shares; 2026Q1: 114,894 shares; 2026Q2: 137,869 shares 137,869 $11.8M 1.03% +22,975 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,377 shares; 2025Q4: 6,584 shares; 2026Q1: 56,604 shares; 2026Q2: 73,774 shares 73,774 $11.4M 0.99% +17,170 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,859 shares; 2025Q3: 37,863 shares; 2025Q4: 147,217 shares; 2026Q1: 336,117 shares; 2026Q2: 325,737 shares 325,737 $11.1M 0.97% -10,380 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,715 shares; 2024Q4: 67,592 shares; 2025Q1: 62,205 shares; 2025Q2: 70,606 shares; 2025Q3: 84,535 shares; 2025Q4: 92,650 shares; 2026Q1: 113,567 shares; 2026Q2: 134,696 shares 134,696 $11.1M 0.97% +21,129 Timeline VGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,896 shares; 2025Q4: 10,816 shares; 2026Q1: 94,319 shares; 2026Q2: 121,506 shares 121,506 $10.8M 0.94% +27,187 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,340 shares; 2024Q4: 136,582 shares; 2025Q1: 126,595 shares; 2025Q2: 142,606 shares; 2025Q3: 154,980 shares; 2025Q4: 187,302 shares; 2026Q1: 220,818 shares; 2026Q2: 271,116 shares 271,116 $10.5M 0.92% +50,298 Timeline BND 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: 6,123 shares; 2024Q4: 5,348 shares; 2025Q1: 3,897 shares; 2025Q2: 7,888 shares; 2025Q3: 12,382 shares; 2025Q4: 26,257 shares; 2026Q1: 91,872 shares; 2026Q2: 137,185 shares 137,185 $10.1M 0.88% +45,313 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,875 shares; 2025Q4: 93,596 shares; 2026Q1: 235,333 shares; 2026Q2: 226,893 shares 226,893 $9.12M 0.8% -8,440 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: 8,641 shares; 2024Q4: 9,374 shares; 2025Q1: 9,375 shares; 2025Q2: 15,909 shares; 2025Q3: 20,786 shares; 2025Q4: 24,568 shares; 2026Q1: 28,475 shares; 2026Q2: 29,162 shares 29,162 $8.44M 0.74% +687 Timeline IAGG 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: 119,550 shares; 2025Q4: 129,977 shares; 2026Q1: 153,503 shares; 2026Q2: 164,332 shares 164,332 $8.32M 0.73% +10,829 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,849 shares; 2025Q4: 11,146 shares; 2026Q1: 103,905 shares; 2026Q2: 138,366 shares 138,366 $8.26M 0.72% +34,461 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,643 shares; 2025Q4: 3,729 shares; 2026Q1: 79,794 shares; 2026Q2: 72,762 shares 72,762 $7.85M 0.68% -7,032 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,103 shares; 2025Q1: 4,228 shares; 2025Q2: 8,932 shares; 2025Q3: 18,107 shares; 2025Q4: 57,420 shares; 2026Q1: 122,314 shares; 2026Q2: 118,161 shares 118,161 $7.65M 0.67% -4,153 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,024 shares; 2024Q4: 15,805 shares; 2025Q1: 10,917 shares; 2025Q2: 10,660 shares; 2025Q3: 9,180 shares; 2025Q4: 29,398 shares; 2026Q1: 122,373 shares; 2026Q2: 71,112 shares 71,112 $6.88M 0.6% -51,261 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,285 shares; 2025Q2: 195,421 shares; 2025Q3: 202,441 shares; 2025Q4: 203,505 shares; 2026Q1: 215,123 shares; 2026Q2: 220,084 shares 220,084 $6.63M 0.58% +4,961 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 reported; 2024Q4: 7,709 shares; 2025Q1: 6,940 shares; 2025Q2: not reported; 2025Q3: 73,633 shares; 2025Q4: 73,580 shares; 2026Q1: 77,256 shares; 2026Q2: 76,289 shares 76,289 $5.76M 0.5% -967 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,418 shares; 2024Q4: 18,992 shares; 2025Q1: 17,223 shares; 2025Q2: 13,316 shares; 2025Q3: 19,949 shares; 2025Q4: 52,062 shares; 2026Q1: 79,641 shares; 2026Q2: 68,198 shares 68,198 $5.52M 0.48% -11,443 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: 4,555 shares; 2024Q4: 4,654 shares; 2025Q1: 4,555 shares; 2025Q2: 5,056 shares; 2025Q3: 5,947 shares; 2025Q4: 5,696 shares; 2026Q1: 6,671 shares; 2026Q2: 6,794 shares 6,794 $5.09M 0.44% +123 Timeline EFO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,135 shares; 2025Q4: 70,596 shares; 2026Q1: 56,692 shares; 2026Q2: 67,800 shares 67,800 $4.96M 0.43% +11,108 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: 6,523 shares; 2024Q4: 6,715 shares; 2025Q1: 6,714 shares; 2025Q2: 8,448 shares; 2025Q3: 12,754 shares; 2025Q4: 19,629 shares; 2026Q1: 20,908 shares; 2026Q2: 21,317 shares 21,317 $4.27M 0.37% +409 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,789 shares; 2025Q3: 20,394 shares; 2025Q4: 26,623 shares; 2026Q1: 55,766 shares; 2026Q2: 76,949 shares 76,949 $3.87M 0.34% +21,183 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: 2,692 shares; 2024Q4: 5,910 shares; 2025Q1: 7,520 shares; 2025Q2: 9,055 shares; 2025Q3: 9,186 shares; 2025Q4: 9,375 shares; 2026Q1: 9,404 shares; 2026Q2: 10,476 shares 10,476 $3.86M 0.34% +1,072 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,532 shares; 2025Q3: 22,231 shares; 2025Q4: 21,946 shares; 2026Q1: 21,679 shares; 2026Q2: 22,153 shares 22,153 $3.64M 0.32% +474 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,379 shares; 2025Q1: 13,485 shares; 2025Q2: 53,532 shares; 2025Q3: 66,981 shares; 2025Q4: 69,905 shares; 2026Q1: 62,033 shares; 2026Q2: 63,936 shares 63,936 $3.54M 0.31% +1,903 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,467 shares; 2025Q4: 14,293 shares; 2026Q1: 14,672 shares; 2026Q2: 14,794 shares 14,794 $3.53M 0.31% +122 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,807 shares; 2025Q3: 7,728 shares; 2025Q4: 11,962 shares; 2026Q1: 29,539 shares; 2026Q2: 43,103 shares 43,103 $3.41M 0.3% +13,564 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,309 shares; 2024Q4: 6,864 shares; 2025Q1: 6,559 shares; 2025Q2: 13,453 shares; 2025Q3: 15,662 shares; 2025Q4: 23,144 shares; 2026Q1: 40,177 shares; 2026Q2: 39,560 shares 39,560 $3.25M 0.28% -617 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,472 shares; 2024Q4: 14,720 shares; 2025Q1: 18,212 shares; 2025Q2: 23,205 shares; 2025Q3: 26,488 shares; 2025Q4: 26,743 shares; 2026Q1: 54,348 shares; 2026Q2: 32,192 shares 32,192 $3.24M 0.28% -22,156 Timeline BIL 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: 16,393 shares; 2024Q4: 23,982 shares; 2025Q1: 25,383 shares; 2025Q2: 5,883 shares; 2025Q3: 22,129 shares; 2025Q4: 24,252 shares; 2026Q1: 30,792 shares; 2026Q2: 32,547 shares 32,547 $2.98M 0.26% +1,755 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 2,392 shares; 2025Q1: 1,768 shares; 2025Q2: 8,071 shares; 2025Q3: 10,237 shares; 2025Q4: 9,775 shares; 2026Q1: 10,858 shares; 2026Q2: 10,610 shares 10,610 $2.93M 0.26% -248 Timeline SOXL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,627 shares; 2026Q2: 10,107 shares 10,107 $2.7M 0.24% -520 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 19,736 shares; 2025Q4: 18,855 shares; 2026Q1: 14,082 shares; 2026Q2: 14,400 shares 14,400 $2.61M 0.23% +318 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: 368 shares; 2026Q1: 681 shares; 2026Q2: 19,960 shares 19,960 $2.39M 0.21% +19,279 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,344 shares; 2025Q1: 57,964 shares; 2025Q2: 56,814 shares; 2025Q3: 58,672 shares; 2025Q4: 58,342 shares; 2026Q1: 60,033 shares; 2026Q2: 62,244 shares 62,244 $2.35M 0.2% +2,211 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,857 shares; 2025Q4: 9,479 shares; 2026Q1: 9,495 shares; 2026Q2: 9,393 shares 9,393 $2.22M 0.19% -102 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,659 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 3,644 shares; 2025Q3: 4,341 shares; 2025Q4: 5,172 shares; 2026Q1: 5,802 shares; 2026Q2: 5,904 shares 5,904 $2.2M 0.19% +102 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,275 shares; 2024Q4: 21,201 shares; 2025Q1: 14,109 shares; 2025Q2: 14,962 shares; 2025Q3: 12,917 shares; 2025Q4: 26,585 shares; 2026Q1: 15,070 shares; 2026Q2: 30,097 shares 30,097 $2.03M 0.18% +15,027 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 reported; 2024Q4: 12,608 shares; 2025Q1: 34,557 shares; 2025Q2: 39,983 shares; 2025Q3: 39,156 shares; 2025Q4: 40,211 shares; 2026Q1: 34,978 shares; 2026Q2: 37,750 shares 37,750 $2.02M 0.18% +2,772 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,960 shares; 2024Q4: 5,007 shares; 2025Q1: 3,601 shares; 2025Q2: 18,554 shares; 2025Q3: 22,982 shares; 2025Q4: 21,447 shares; 2026Q1: 22,521 shares; 2026Q2: 20,210 shares 20,210 $1.98M 0.17% -2,311 Timeline MQQQ INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I 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: 7,999 shares 7,999 $1.96M 0.17% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,182 shares; 2025Q1: 3,504 shares; 2025Q2: 7,232 shares; 2025Q3: 10,170 shares; 2025Q4: 8,134 shares; 2026Q1: 8,412 shares; 2026Q2: 8,202 shares 8,202 $1.86M 0.16% -210 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,798 shares; 2024Q4: 3,798 shares; 2025Q1: 3,798 shares; 2025Q2: 3,850 shares; 2025Q3: 4,240 shares; 2025Q4: 4,533 shares; 2026Q1: 4,797 shares; 2026Q2: 4,875 shares 4,875 $1.74M 0.15% +78 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: 3,699 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 4,578 shares; 2026Q1: 5,098 shares; 2026Q2: 5,304 shares 5,304 $1.74M 0.15% +206 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: 1,714 shares; 2024Q4: 1,783 shares; 2025Q1: 1,773 shares; 2025Q2: 1,733 shares; 2025Q3: 1,894 shares; 2025Q4: 2,650 shares; 2026Q1: 2,730 shares; 2026Q2: 2,232 shares 2,232 $1.64M 0.14% -498 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,043 shares; 2024Q4: 11,152 shares; 2025Q1: 11,326 shares; 2025Q2: 19,091 shares; 2025Q3: 26,559 shares; 2025Q4: 21,561 shares; 2026Q1: 21,555 shares; 2026Q2: 21,362 shares 21,362 $1.64M 0.14% -193 Timeline SPXL 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: 2,844 shares; 2024Q4: 3,953 shares; 2025Q1: not reported; 2025Q2: 5,529 shares; 2025Q3: 6,527 shares; 2025Q4: 11,126 shares; 2026Q1: 11,869 shares; 2026Q2: 5,896 shares 5,896 $1.6M 0.14% -5,973 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,917 shares; 2025Q4: 3,445 shares; 2026Q1: 11,513 shares; 2026Q2: 12,035 shares 12,035 $1.55M 0.13% +522 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,178 shares; 2025Q4: 26,955 shares; 2026Q1: 26,277 shares; 2026Q2: 26,058 shares 26,058 $1.54M 0.13% -219 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 31,501 shares; 2026Q2: 46,145 shares 46,145 $1.39M 0.12% +14,644 Timeline VT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,990 shares; 2026Q2: 8,836 shares 8,836 $1.39M 0.12% +1,846 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 56,200 shares 56,200 $1.34M 0.12% new Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK 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: 19,826 shares; 2026Q2: 19,826 shares 19,826 $1.14M 0.1% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,803 shares; 2025Q2: 2,803 shares; 2025Q3: 3,153 shares; 2025Q4: 3,201 shares; 2026Q1: 3,175 shares; 2026Q2: 3,175 shares 3,175 $1.12M 0.1% 0 Timeline TNA 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: 8,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,362 shares; 2025Q3: 17,585 shares; 2025Q4: 15,592 shares; 2026Q1: not reported; 2026Q2: 14,058 shares 14,058 $1.06M 0.09% new Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,740 shares; 2025Q4: 8,071 shares; 2026Q1: 7,149 shares; 2026Q2: 6,976 shares 6,976 $1.04M 0.09% -173 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,672 shares; 2025Q1: 2,746 shares; 2025Q2: 4,206 shares; 2025Q3: 7,096 shares; 2025Q4: 5,320 shares; 2026Q1: 5,283 shares; 2026Q2: 5,197 shares 5,197 $1.04M 0.09% -86 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,974 shares; 2024Q4: 7,333 shares; 2025Q1: not reported; 2025Q2: 9,111 shares; 2025Q3: 7,093 shares; 2025Q4: 6,174 shares; 2026Q1: not reported; 2026Q2: 7,067 shares 7,067 $1M 0.09% new 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: 1,323 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 2,237 shares; 2025Q4: 2,282 shares; 2026Q1: 2,672 shares; 2026Q2: 2,789 shares 2,789 $957K 0.08% +117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 3,732 shares; 2025Q1: 3,612 shares; 2025Q2: 7,560 shares; 2025Q3: 9,851 shares; 2025Q4: 8,187 shares; 2026Q1: 9,198 shares; 2026Q2: 8,956 shares 8,956 $930K 0.08% -242 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 6,982 shares; 2025Q1: not reported; 2025Q2: 8,884 shares; 2025Q3: 7,385 shares; 2025Q4: 9,977 shares; 2026Q1: not reported; 2026Q2: 12,923 shares 12,923 $906K 0.08% new Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,514 shares; 2026Q2: 12,893 shares 12,893 $903K 0.08% +5,379 Timeline BSVO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,454 shares; 2025Q4: 32,257 shares; 2026Q1: 31,580 shares; 2026Q2: 30,529 shares 30,529 $891K 0.08% -1,051 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,646 shares; 2025Q4: 20,965 shares; 2026Q1: 13,152 shares; 2026Q2: 16,459 shares 16,459 $874K 0.08% +3,307 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 20,226 shares 20,226 $855K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 1,587 shares; 2026Q1: 1,655 shares; 2026Q2: 9,869 shares 9,869 $850K 0.07% +8,214 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,343 shares; 2025Q4: 11,469 shares; 2026Q1: 17,675 shares; 2026Q2: 25,387 shares 25,387 $845K 0.07% +7,712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 837 shares; 2025Q4: 1,459 shares; 2026Q1: 1,915 shares; 2026Q2: 1,129 shares 1,129 $843K 0.07% -786 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 933 shares; 2026Q1: 1,316 shares; 2026Q2: 1,320 shares 1,320 $837K 0.07% +4 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,120 shares; 2025Q4: 15,248 shares; 2026Q1: 15,248 shares; 2026Q2: 15,248 shares 15,248 $824K 0.07% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 16,401 shares; 2026Q2: 16,906 shares 16,906 $811K 0.07% +505 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,722 shares; 2025Q3: 11,710 shares; 2025Q4: 10,641 shares; 2026Q1: 9,817 shares; 2026Q2: 9,664 shares 9,664 $810K 0.07% -153 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,629 shares 13,629 $789K 0.07% new Timeline IDEV 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: 9,248 shares; 2025Q4: 9,133 shares; 2026Q1: 8,967 shares; 2026Q2: 8,844 shares 8,844 $787K 0.07% -123 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,922 shares; 2026Q2: 41,386 shares 41,386 $781K 0.07% +5,464 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,796 shares; 2026Q1: 13,761 shares; 2026Q2: 14,388 shares 14,388 $764K 0.07% +627 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 27,683 shares; 2026Q2: 22,952 shares 22,952 $754K 0.07% -4,731 Timeline SSXU STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101,475 shares; 2025Q2: 101,317 shares; 2025Q3: 31,647 shares; 2025Q4: 23,133 shares; 2026Q1: 19,970 shares; 2026Q2: 20,980 shares 20,980 $743K 0.06% +1,010 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,937 shares; 2024Q4: 11,092 shares; 2025Q1: 6,179 shares; 2025Q2: 6,017 shares; 2025Q3: 5,005 shares; 2025Q4: 10,322 shares; 2026Q1: 5,554 shares; 2026Q2: 11,165 shares 11,165 $732K 0.06% +5,611 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,457 shares; 2025Q4: 54,700 shares; 2026Q1: 35,025 shares; 2026Q2: 43,617 shares 43,617 $700K 0.06% +8,592 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 reported; 2024Q4: 1,635 shares; 2025Q1: 1,634 shares; 2025Q2: 1,622 shares; 2025Q3: 1,701 shares; 2025Q4: 1,535 shares; 2026Q1: 1,564 shares; 2026Q2: 1,464 shares 1,464 $699K 0.06% -100 Timeline SUB 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: 6,894 shares; 2025Q3: 8,437 shares; 2025Q4: 7,066 shares; 2026Q1: 6,559 shares; 2026Q2: 6,560 shares 6,560 $698K 0.06% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531 shares; 2025Q4: 554 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $676K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,637 shares 26,637 $674K 0.06% new Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320 $670K 0.06% 0 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: 4,477 shares; 2024Q4: 5,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 5,630 shares; 2026Q2: 12,485 shares 12,485 $631K 0.06% +6,855 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: 2,327 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,827 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,854 shares 2,854 $629K 0.05% -21 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 1,006 shares; 2025Q2: 1,055 shares; 2025Q3: 1,180 shares; 2025Q4: 1,212 shares; 2026Q1: 1,389 shares; 2026Q2: 1,496 shares 1,496 $629K 0.05% +107 Timeline VBK 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: 2,002 shares; 2025Q4: 1,989 shares; 2026Q1: 1,776 shares; 2026Q2: 1,702 shares 1,702 $622K 0.05% -74 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: 954 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,116 shares; 2025Q3: 1,393 shares; 2025Q4: 1,416 shares; 2026Q1: 1,394 shares; 2026Q2: 1,405 shares 1,405 $584K 0.05% +11 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,053 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares; 2026Q1: 5,355 shares; 2026Q2: 5,355 shares 5,355 $576K 0.05% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,189 shares; 2025Q3: 2,190 shares; 2025Q4: 2,192 shares; 2026Q1: 3,712 shares; 2026Q2: 3,750 shares 3,750 $571K 0.05% +38 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 1,006 shares; 2026Q1: 1,016 shares; 2026Q2: 1,066 shares 1,066 $547K 0.05% +50 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,271 shares; 2025Q3: 10,219 shares; 2025Q4: 8,025 shares; 2026Q1: 8,212 shares; 2026Q2: 7,995 shares 7,995 $547K 0.05% -217 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,735 shares; 2025Q3: 8,164 shares; 2025Q4: 8,103 shares; 2026Q1: 8,077 shares; 2026Q2: 7,001 shares 7,001 $542K 0.05% -1,076 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,752 shares; 2025Q4: 11,403 shares; 2026Q1: 7,214 shares; 2026Q2: 8,722 shares 8,722 $536K 0.05% +1,508 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,743 shares; 2025Q4: 2,092 shares; 2026Q1: 2,102 shares; 2026Q2: 2,103 shares 2,103 $529K 0.05% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,046 shares; 2026Q2: 2,046 shares 2,046 $523K 0.05% 0 Timeline PBDC 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: 19,051 shares; 2025Q4: 23,717 shares; 2026Q1: 15,408 shares; 2026Q2: 19,188 shares 19,188 $522K 0.05% +3,780 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,579 shares; 2025Q4: 16,066 shares; 2026Q1: 16,034 shares; 2026Q2: 17,185 shares 17,185 $520K 0.05% +1,151 Timeline BIZD 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: 34,904 shares; 2025Q4: 43,218 shares; 2026Q1: 29,029 shares; 2026Q2: 40,763 shares 40,763 $516K 0.05% +11,734 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,345 shares; 2025Q1: 20,439 shares; 2025Q2: 20,593 shares; 2025Q3: 20,743 shares; 2025Q4: 20,962 shares; 2026Q1: 21,075 shares; 2026Q2: 21,223 shares 21,223 $503K 0.04% +148 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 19,011 shares; 2026Q2: 19,394 shares 19,394 $493K 0.04% +383 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,815 shares 12,815 $489K 0.04% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,367 shares; 2024Q4: 2,367 shares; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares; 2025Q3: 2,367 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares; 2026Q2: 2,367 shares 2,367 $485K 0.04% 0 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: 449 shares; 2026Q1: 448 shares; 2026Q2: 449 shares 449 $478K 0.04% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,970 shares; 2025Q3: 4,280 shares; 2025Q4: 8,622 shares; 2026Q1: 9,505 shares; 2026Q2: 10,212 shares 10,212 $463K 0.04% +707 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,718 shares; 2025Q4: 7,449 shares; 2026Q1: 7,449 shares; 2026Q2: 7,449 shares 7,449 $462K 0.04% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU 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: 35,935 shares; 2025Q4: 45,489 shares; 2026Q1: 30,418 shares; 2026Q2: 41,322 shares 41,322 $451K 0.04% +10,904 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,920 shares; 2025Q4: 1,931 shares; 2026Q1: 1,920 shares; 2026Q2: 1,954 shares 1,954 $443K 0.04% +34 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,714 shares; 2025Q3: 6,997 shares; 2025Q4: 5,355 shares; 2026Q1: 5,481 shares; 2026Q2: 5,380 shares 5,380 $443K 0.04% -101 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 877 shares 877 $439K 0.04% +31 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823 shares; 2026Q1: 2,873 shares; 2026Q2: 2,617 shares 2,617 $433K 0.04% -256 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: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,206 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,213 shares 1,213 $413K 0.04% -21 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 reported; 2024Q4: 3,762 shares; 2025Q1: 3,694 shares; 2025Q2: 6,423 shares; 2025Q3: 7,135 shares; 2025Q4: 6,575 shares; 2026Q1: 6,349 shares; 2026Q2: 3,766 shares 3,766 $405K 0.04% -2,583 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 1,641 shares; 2026Q2: 1,648 shares 1,648 $392K 0.03% +7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY 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: 1,874 shares; 2026Q2: 1,874 shares 1,874 $392K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,741 shares; 2026Q2: 1,754 shares 1,754 $391K 0.03% +13 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,246 shares; 2025Q4: 5,246 shares; 2026Q1: 5,246 shares; 2026Q2: 5,246 shares 5,246 $390K 0.03% 0 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: 717 shares; 2026Q1: 884 shares; 2026Q2: 1,019 shares 1,019 $385K 0.03% +135 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,314 shares; 2025Q4: 4,220 shares; 2026Q1: 5,579 shares; 2026Q2: 5,464 shares 5,464 $382K 0.03% -115 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,233 shares; 2026Q2: 4,265 shares 4,265 $379K 0.03% +32 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 600 shares; 2026Q2: 601 shares 601 $371K 0.03% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,494 shares; 2026Q1: 2,624 shares; 2026Q2: 2,686 shares 2,686 $367K 0.03% +62 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares; 2025Q4: 730 shares; 2026Q1: 1,058 shares; 2026Q2: 1,022 shares 1,022 $360K 0.03% -36 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: not reported; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $356K 0.03% 0 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $352K 0.03% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,102 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares 5,302 $348K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,027 shares; 2025Q1: 1,309 shares; 2025Q2: 1,243 shares; 2025Q3: 1,896 shares; 2025Q4: 2,175 shares; 2026Q1: 3,925 shares; 2026Q2: 3,945 shares 3,945 $343K 0.03% +20 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,429 shares; 2026Q1: 1,038 shares; 2026Q2: 1,112 shares 1,112 $337K 0.03% +74 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW 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: 3,859 shares; 2026Q2: 3,859 shares 3,859 $336K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares; 2026Q2: 4,048 shares 4,048 $335K 0.03% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,018 shares; 2025Q4: 6,085 shares; 2026Q1: 5,937 shares; 2026Q2: 6,127 shares 6,127 $330K 0.03% +190 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: 2,740 shares 2,740 $322K 0.03% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,086 shares; 2024Q4: 42,029 shares; 2025Q1: 33,498 shares; 2025Q2: 32,845 shares; 2025Q3: 3,275 shares; 2025Q4: 3,382 shares; 2026Q1: 4,603 shares; 2026Q2: 4,375 shares 4,375 $315K 0.03% -228 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,790 shares; 2025Q3: 21,789 shares; 2025Q4: 11,914 shares; 2026Q1: 8,252 shares; 2026Q2: 7,702 shares 7,702 $315K 0.03% -550 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 2,878 shares; 2025Q4: 2,878 shares; 2026Q1: 2,878 shares; 2026Q2: 2,618 shares 2,618 $314K 0.03% -260 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,479 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $298K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,647 shares; 2026Q2: 2,633 shares 2,633 $298K 0.03% +986 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,787 shares; 2025Q4: 1,853 shares; 2026Q1: 1,853 shares; 2026Q2: 2,116 shares 2,116 $287K 0.03% +263 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,677 shares 1,677 $285K 0.02% +13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: not reported; 2026Q2: 1,493 shares 1,493 $284K 0.02% new Timeline VYMI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,219 shares; 2025Q4: 3,915 shares; 2026Q1: 2,377 shares; 2026Q2: 2,887 shares 2,887 $283K 0.02% +510 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,398 shares; 2026Q1: 1,577 shares; 2026Q2: 1,485 shares 1,485 $282K 0.02% -92 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: 1,491 shares; 2026Q2: 1,491 shares 1,491 $276K 0.02% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343 shares; 2026Q1: 414 shares; 2026Q2: 489 shares 489 $275K 0.02% +75 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,468 shares; 2025Q4: 2,523 shares; 2026Q1: 2,344 shares; 2026Q2: 2,311 shares 2,311 $275K 0.02% -33 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 858 shares; 2026Q1: 1,131 shares; 2026Q2: 971 shares 971 $273K 0.02% -160 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,903 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 7,903 shares 7,903 $273K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $270K 0.02% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 1,036 shares; 2026Q2: 1,054 shares 1,054 $268K 0.02% +18 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,452 shares; 2026Q2: 5,479 shares 5,479 $263K 0.02% +27 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,082 shares; 2025Q4: 7,328 shares; 2026Q1: 4,618 shares; 2026Q2: 5,742 shares 5,742 $262K 0.02% +1,124 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,777 shares; 2026Q2: 1,782 shares 1,782 $261K 0.02% +5 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,837 shares; 2025Q4: 1,874 shares; 2026Q1: 1,962 shares; 2026Q2: 1,998 shares 1,998 $253K 0.02% +36 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: 218 shares 218 $252K 0.02% new Timeline CLOI 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: 4,875 shares; 2025Q4: 5,960 shares; 2026Q1: not reported; 2026Q2: 4,682 shares 4,682 $248K 0.02% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,882 shares; 2025Q4: 13,391 shares; 2026Q1: not reported; 2026Q2: 10,969 shares 10,969 $242K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,722 shares; 2026Q1: 2,750 shares; 2026Q2: 2,690 shares 2,690 $236K 0.02% -60 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,602 shares; 2026Q1: 1,609 shares; 2026Q2: 1,590 shares 1,590 $233K 0.02% -19 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC 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: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $230K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING 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: 889 shares 889 $227K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares; 2026Q1: 1,317 shares; 2026Q2: 1,341 shares 1,341 $222K 0.02% +24 Timeline IUSV 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: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $220K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $219K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $217K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $212K 0.02% new Timeline SLVP 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: 8,005 shares; 2026Q2: 6,805 shares 6,805 $210K 0.02% -1,200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,168 shares; 2026Q1: 7,168 shares; 2026Q2: 5,168 shares 5,168 $207K 0.02% -2,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,278 shares 1,278 $202K 0.02% new 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: 347 shares 347 $202K 0.02% new Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 18,293 shares; 2026Q2: 18,293 shares 18,293 $77.9K 0.01% 0 Timeline