FELC 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: 1,887,103 shares; 2025Q3: 1,939,205 shares; 2025Q4: 1,966,767 shares; 2026Q1: 1,918,682 shares; 2026Q2: 1,980,837 shares 1,980,837 $83M 18.81% +62,155 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: 142,286 shares; 2024Q4: 136,465 shares; 2025Q1: 79,892 shares; 2025Q2: 90,112 shares; 2025Q3: 150,769 shares; 2025Q4: 154,578 shares; 2026Q1: 152,199 shares; 2026Q2: 154,804 shares 154,804 $46.9M 10.63% +2,605 Timeline JIRE 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: 119,934 shares; 2025Q2: 185,366 shares; 2025Q3: 267,516 shares; 2025Q4: 285,201 shares; 2026Q1: 362,475 shares; 2026Q2: 378,709 shares 378,709 $31.2M 7.08% +16,234 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900,339 shares; 2024Q4: 874,983 shares; 2025Q1: 683,039 shares; 2025Q2: 656,393 shares; 2025Q3: 671,918 shares; 2025Q4: 681,875 shares; 2026Q1: 790,536 shares; 2026Q2: 842,625 shares 842,625 $21M 4.75% +52,089 Timeline SYZ 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: 489,428 shares; 2025Q4: 512,868 shares; 2026Q1: 526,021 shares; 2026Q2: 542,677 shares 542,677 $16.8M 3.8% +16,656 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385,144 shares; 2025Q3: 389,590 shares; 2025Q4: 397,956 shares; 2026Q1: 354,096 shares; 2026Q2: 361,305 shares 361,305 $16.4M 3.72% +7,209 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: 104,442 shares; 2025Q3: 63,053 shares; 2025Q4: 59,770 shares; 2026Q1: 70,506 shares; 2026Q2: 72,356 shares 72,356 $15.8M 3.57% +1,850 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,552 shares; 2024Q4: 105,735 shares; 2025Q1: 156,231 shares; 2025Q2: 184,682 shares; 2025Q3: 203,010 shares; 2025Q4: 204,885 shares; 2026Q1: 201,486 shares; 2026Q2: 210,937 shares 210,937 $15.6M 3.53% +9,451 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: not reported; 2025Q2: 15,926 shares; 2025Q3: 15,522 shares; 2025Q4: 15,158 shares; 2026Q1: 14,691 shares; 2026Q2: 15,404 shares 15,404 $11.5M 2.61% +713 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,673 shares; 2024Q4: 62,507 shares; 2025Q1: 202,323 shares; 2025Q2: 174,659 shares; 2025Q3: 218,073 shares; 2025Q4: 223,480 shares; 2026Q1: 230,896 shares; 2026Q2: 236,592 shares 236,592 $10.9M 2.47% +5,696 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: 27,025 shares; 2024Q4: 27,717 shares; 2025Q1: 25,791 shares; 2025Q2: 31,765 shares; 2025Q3: 26,971 shares; 2025Q4: 28,580 shares; 2026Q1: 29,223 shares; 2026Q2: 34,565 shares 34,565 $10M 2.27% +5,342 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: 15,556 shares; 2024Q4: 14,631 shares; 2025Q1: 11,496 shares; 2025Q2: 11,772 shares; 2025Q3: 12,842 shares; 2025Q4: 12,038 shares; 2026Q1: 12,195 shares; 2026Q2: 11,506 shares 11,506 $8.47M 1.92% -689 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: 32,252 shares; 2024Q4: 35,728 shares; 2025Q1: 35,318 shares; 2025Q2: 41,590 shares; 2025Q3: 38,603 shares; 2025Q4: 39,107 shares; 2026Q1: 39,723 shares; 2026Q2: 41,552 shares 41,552 $8.31M 1.88% +1,829 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: 19,085 shares; 2025Q3: 15,563 shares; 2025Q4: 13,512 shares; 2026Q1: 12,186 shares; 2026Q2: 11,523 shares 11,523 $7.91M 1.79% -663 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,520 shares; 2024Q4: 43,852 shares; 2025Q1: 76,836 shares; 2025Q2: 212,099 shares; 2025Q3: 263,472 shares; 2025Q4: 265,399 shares; 2026Q1: 262,098 shares; 2026Q2: 272,049 shares 272,049 $7.82M 1.77% +9,951 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,210 shares; 2024Q4: 134,278 shares; 2025Q1: 140,221 shares; 2025Q2: 137,391 shares; 2025Q3: 140,787 shares; 2025Q4: 144,209 shares; 2026Q1: 144,182 shares; 2026Q2: 150,044 shares 150,044 $7.47M 1.69% +5,862 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: 17,060 shares; 2025Q3: 17,169 shares; 2025Q4: 18,201 shares; 2026Q1: 17,329 shares; 2026Q2: 17,372 shares 17,372 $6.43M 1.46% +43 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,935 shares; 2024Q4: 11,261 shares; 2025Q1: 123,761 shares; 2025Q2: 109,713 shares; 2025Q3: 116,710 shares; 2025Q4: 122,322 shares; 2026Q1: 89,630 shares; 2026Q2: 94,414 shares 94,414 $5.64M 1.28% +4,784 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 7,004 shares; 2025Q4: 6,916 shares; 2026Q1: 4,246 shares; 2026Q2: 4,621 shares 4,621 $5.1M 1.16% +375 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,530 shares; 2025Q3: 10,455 shares; 2025Q4: 11,336 shares; 2026Q1: 11,554 shares; 2026Q2: 13,406 shares 13,406 $5M 1.13% +1,852 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,075 shares; 2026Q1: 2,948 shares; 2026Q2: 2,977 shares 2,977 $4.86M 1.1% +29 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: 6,399 shares; 2024Q4: 7,258 shares; 2025Q1: 7,983 shares; 2025Q2: 10,780 shares; 2025Q3: 11,819 shares; 2025Q4: 12,420 shares; 2026Q1: 12,505 shares; 2026Q2: 12,437 shares 12,437 $4.44M 1.01% -68 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,890 shares; 2024Q4: 11,027 shares; 2025Q1: 11,267 shares; 2025Q2: 12,302 shares; 2025Q3: 12,837 shares; 2025Q4: 13,805 shares; 2026Q1: 16,555 shares; 2026Q2: 17,223 shares 17,223 $4.1M 0.93% +668 Timeline TBLL 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: 25,248 shares; 2024Q4: 24,275 shares; 2025Q1: 23,446 shares; 2025Q2: 26,083 shares; 2025Q3: 27,648 shares; 2025Q4: 29,438 shares; 2026Q1: 32,993 shares; 2026Q2: 35,950 shares 35,950 $3.8M 0.86% +2,957 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,688 shares; 2024Q4: 42,285 shares; 2025Q1: 60,385 shares; 2025Q2: 66,717 shares; 2025Q3: 71,242 shares; 2025Q4: 72,601 shares; 2026Q1: 76,362 shares; 2026Q2: 68,971 shares 68,971 $3.54M 0.8% -7,391 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: 4,721 shares; 2024Q4: 4,275 shares; 2025Q1: 4,089 shares; 2025Q2: 3,874 shares; 2025Q3: 3,969 shares; 2025Q4: 4,156 shares; 2026Q1: 4,720 shares; 2026Q2: 4,666 shares 4,666 $3.48M 0.79% -54 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: 15,340 shares; 2024Q4: 82,489 shares; 2025Q1: 27,316 shares; 2025Q2: 32,807 shares; 2025Q3: 37,618 shares; 2025Q4: 42,619 shares; 2026Q1: 63,257 shares; 2026Q2: 58,578 shares 58,578 $2.96M 0.67% -4,679 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: 36,869 shares; 2024Q4: 46,017 shares; 2025Q1: 35,656 shares; 2025Q2: 35,937 shares; 2025Q3: 23,393 shares; 2025Q4: 28,959 shares; 2026Q1: 33,879 shares; 2026Q2: 34,789 shares 34,789 $2.82M 0.64% +910 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: 5,075 shares; 2024Q4: 5,383 shares; 2025Q1: 5,588 shares; 2025Q2: 5,131 shares; 2025Q3: 5,351 shares; 2025Q4: 6,150 shares; 2026Q1: 6,249 shares; 2026Q2: 6,797 shares 6,797 $2.57M 0.58% +548 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,570 shares; 2025Q3: 4,489 shares; 2025Q4: 4,496 shares; 2026Q1: 4,814 shares; 2026Q2: 4,608 shares 4,608 $2.35M 0.53% -206 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: 6,782 shares; 2024Q4: 7,333 shares; 2025Q1: 3,822 shares; 2025Q2: 4,170 shares; 2025Q3: 4,237 shares; 2025Q4: 4,567 shares; 2026Q1: 4,522 shares; 2026Q2: 4,731 shares 4,731 $1.99M 0.45% +209 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: 2,271 shares; 2024Q4: 2,469 shares; 2025Q1: 2,656 shares; 2025Q2: 2,514 shares; 2025Q3: 2,769 shares; 2025Q4: 2,938 shares; 2026Q1: 2,969 shares; 2026Q2: 2,986 shares 2,986 $1.68M 0.38% +17 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: 3,251 shares; 2024Q4: 3,668 shares; 2025Q1: 3,272 shares; 2025Q2: 3,448 shares; 2025Q3: 3,512 shares; 2025Q4: 4,241 shares; 2026Q1: 4,013 shares; 2026Q2: 4,613 shares 4,613 $1.63M 0.37% +600 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: 1,370 shares; 2026Q1: 948 shares; 2026Q2: 1,409 shares 1,409 $1.63M 0.37% +461 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: 2,979 shares; 2024Q4: 3,306 shares; 2025Q1: 3,205 shares; 2025Q2: 3,411 shares; 2025Q3: 3,860 shares; 2025Q4: 4,480 shares; 2026Q1: 4,313 shares; 2026Q2: 4,905 shares 4,905 $1.61M 0.36% +592 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: 9,220 shares; 2025Q3: 9,294 shares; 2025Q4: 11,026 shares; 2026Q1: 13,685 shares; 2026Q2: 13,766 shares 13,766 $1.56M 0.35% +81 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,798 shares; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,403 shares; 2026Q2: 2,641 shares 2,641 $1.53M 0.35% +1,238 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,538 shares; 2024Q4: 8,232 shares; 2025Q1: 9,780 shares; 2025Q2: 10,009 shares; 2025Q3: 8,779 shares; 2025Q4: 8,042 shares; 2026Q1: 5,763 shares; 2026Q2: 4,312 shares 4,312 $1.44M 0.33% -1,451 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: 917 shares; 2025Q3: 846 shares; 2025Q4: 936 shares; 2026Q1: 990 shares; 2026Q2: 1,189 shares 1,189 $1.43M 0.32% +199 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: 6,789 shares; 2024Q4: 7,013 shares; 2025Q1: 7,149 shares; 2025Q2: 7,261 shares; 2025Q3: 7,619 shares; 2025Q4: 7,605 shares; 2026Q1: 7,598 shares; 2026Q2: 7,499 shares 7,499 $1.42M 0.32% -99 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,654 shares; 2025Q4: 3,653 shares; 2026Q1: 3,659 shares; 2026Q2: 3,658 shares 3,658 $1.38M 0.31% -1 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: 1,836 shares; 2024Q4: 1,795 shares; 2025Q1: 1,615 shares; 2025Q2: 2,474 shares; 2025Q3: 2,677 shares; 2025Q4: 2,737 shares; 2026Q1: 3,092 shares; 2026Q2: 3,126 shares 3,126 $1.3M 0.29% +34 Timeline SMIG 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: 37,707 shares; 2025Q2: 54,008 shares; 2025Q3: 30,501 shares; 2025Q4: 29,996 shares; 2026Q1: 30,561 shares; 2026Q2: 38,359 shares 38,359 $1.26M 0.29% +7,798 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: 2,712 shares; 2025Q3: 3,154 shares; 2025Q4: 3,421 shares; 2026Q1: 3,688 shares; 2026Q2: 4,952 shares 4,952 $1.26M 0.28% +1,264 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: 1,711 shares; 2024Q4: 1,822 shares; 2025Q1: 1,751 shares; 2025Q2: 1,795 shares; 2025Q3: 1,910 shares; 2025Q4: 2,035 shares; 2026Q1: 2,424 shares; 2026Q2: 2,507 shares 2,507 $1.25M 0.28% +83 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,650 shares; 2025Q1: 1,565 shares; 2025Q2: 1,468 shares; 2025Q3: 1,645 shares; 2025Q4: 1,686 shares; 2026Q1: 1,657 shares; 2026Q2: 1,638 shares 1,638 $1.18M 0.27% -19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,448 shares; 2025Q3: 9,167 shares; 2025Q4: 8,891 shares; 2026Q1: 8,871 shares; 2026Q2: 7,916 shares 7,916 $1.17M 0.27% -955 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,952 shares; 2025Q3: 1,969 shares; 2025Q4: 2,081 shares; 2026Q1: 2,254 shares; 2026Q2: 8,426 shares 8,426 $1.05M 0.24% +6,172 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,689 shares; 2024Q4: 13,986 shares; 2025Q1: 13,719 shares; 2025Q2: 13,828 shares; 2025Q3: 13,451 shares; 2025Q4: 12,957 shares; 2026Q1: 10,195 shares; 2026Q2: 10,195 shares 10,195 $1.04M 0.24% 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: 4,066 shares; 2024Q4: 4,222 shares; 2025Q1: 4,378 shares; 2025Q2: 4,682 shares; 2025Q3: 4,509 shares; 2025Q4: 4,943 shares; 2026Q1: 5,268 shares; 2026Q2: 7,207 shares 7,207 $985K 0.22% +1,939 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,775 shares; 2025Q1: 1,653 shares; 2025Q2: 1,730 shares; 2025Q3: 1,619 shares; 2025Q4: 1,448 shares; 2026Q1: 1,497 shares; 2026Q2: 1,225 shares 1,225 $935K 0.21% -272 Timeline VNLA 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: not reported; 2024Q4: not reported; 2025Q1: 5,951 shares; 2025Q2: 11,421 shares; 2025Q3: 14,550 shares; 2025Q4: 16,491 shares; 2026Q1: 11,722 shares; 2026Q2: 18,922 shares 18,922 $925K 0.21% +7,200 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: 4,271 shares; 2025Q3: 4,269 shares; 2025Q4: 4,269 shares; 2026Q1: 3,907 shares; 2026Q2: 3,907 shares 3,907 $924K 0.21% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,857 shares; 2025Q1: 1,924 shares; 2025Q2: 2,016 shares; 2025Q3: 2,096 shares; 2025Q4: 2,139 shares; 2026Q1: 2,262 shares; 2026Q2: 2,532 shares 2,532 $869K 0.2% +270 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: 4,529 shares; 2024Q4: 5,035 shares; 2025Q1: 5,232 shares; 2025Q2: 6,722 shares; 2025Q3: 6,952 shares; 2025Q4: 7,379 shares; 2026Q1: 7,524 shares; 2026Q2: 7,060 shares 7,060 $829K 0.19% -464 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,524 shares; 2024Q4: 27,524 shares; 2025Q1: 27,524 shares; 2025Q2: 27,524 shares; 2025Q3: 27,524 shares; 2025Q4: 27,524 shares; 2026Q1: 27,524 shares; 2026Q2: 27,524 shares 27,524 $818K 0.19% 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: 547 shares; 2025Q4: 592 shares; 2026Q1: 618 shares; 2026Q2: 763 shares 763 $812K 0.18% +145 Timeline SCHF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,775 shares; 2025Q4: 28,775 shares; 2026Q1: 28,775 shares; 2026Q2: 28,775 shares 28,775 $797K 0.18% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 3,913 shares; 2025Q4: 3,666 shares; 2026Q1: 3,737 shares; 2026Q2: 3,609 shares 3,609 $788K 0.18% -128 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,231 shares; 2026Q1: 1,349 shares; 2026Q2: 1,798 shares 1,798 $779K 0.18% +449 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,158 shares; 2024Q4: 72,398 shares; 2025Q1: 9,986 shares; 2025Q2: 7,846 shares; 2025Q3: 7,846 shares; 2025Q4: 7,846 shares; 2026Q1: 7,846 shares; 2026Q2: 7,846 shares 7,846 $757K 0.17% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,368 shares; 2025Q4: 1,416 shares; 2026Q1: 1,222 shares; 2026Q2: 1,051 shares 1,051 $750K 0.17% -171 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: 1,519 shares; 2025Q3: 3,870 shares; 2025Q4: 3,867 shares; 2026Q1: 4,211 shares; 2026Q2: 4,497 shares 4,497 $745K 0.17% +286 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,510 shares; 2024Q4: 20,510 shares; 2025Q1: 20,510 shares; 2025Q2: 20,510 shares; 2025Q3: 20,510 shares; 2025Q4: 20,510 shares; 2026Q1: 20,510 shares; 2026Q2: 20,110 shares 20,110 $735K 0.17% -400 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: 8,267 shares; 2025Q3: 8,267 shares; 2025Q4: 10,937 shares; 2026Q1: 8,373 shares; 2026Q2: 8,373 shares 8,373 $716K 0.16% 0 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: 1,961 shares; 2025Q3: 1,985 shares; 2025Q4: 1,988 shares; 2026Q1: 1,905 shares; 2026Q2: 1,998 shares 1,998 $705K 0.16% +93 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: 718 shares; 2024Q4: 726 shares; 2025Q1: 706 shares; 2025Q2: 987 shares; 2025Q3: 955 shares; 2025Q4: 718 shares; 2026Q1: 791 shares; 2026Q2: 723 shares 723 $676K 0.15% -68 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: 1,804 shares; 2024Q4: 1,905 shares; 2025Q1: 2,018 shares; 2025Q2: 2,154 shares; 2025Q3: 2,229 shares; 2025Q4: 2,325 shares; 2026Q1: 2,423 shares; 2026Q2: 2,608 shares 2,608 $656K 0.15% +185 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: 4,609 shares 4,609 $644K 0.15% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,983 shares; 2025Q4: 2,046 shares; 2026Q1: 1,983 shares; 2026Q2: 7,932 shares 7,932 $639K 0.14% +5,949 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: 1,316 shares; 2024Q4: 1,733 shares; 2025Q1: 1,144 shares; 2025Q2: 896 shares; 2025Q3: 919 shares; 2025Q4: 1,169 shares; 2026Q1: 954 shares; 2026Q2: 960 shares 960 $629K 0.14% +6 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: 3,449 shares; 2025Q3: 3,596 shares; 2025Q4: 3,553 shares; 2026Q1: 3,757 shares; 2026Q2: 4,074 shares 4,074 $597K 0.14% +317 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,631 shares; 2025Q4: 1,727 shares; 2026Q1: 2,161 shares; 2026Q2: 2,072 shares 2,072 $564K 0.13% -89 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,946 shares; 2025Q3: 6,946 shares; 2025Q4: 6,946 shares; 2026Q1: 11,455 shares; 2026Q2: 11,455 shares 11,455 $523K 0.12% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 6,169 shares; 2025Q1: 6,465 shares; 2025Q2: 7,123 shares; 2025Q3: 6,927 shares; 2025Q4: 7,257 shares; 2026Q1: 7,825 shares; 2026Q2: 8,746 shares 8,746 $498K 0.11% +921 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: 1,946 shares 1,946 $497K 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 357 shares; 2025Q3: 363 shares; 2025Q4: 391 shares; 2026Q1: 410 shares; 2026Q2: 480 shares 480 $485K 0.11% +70 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,509 shares; 2025Q3: 1,509 shares; 2025Q4: 1,511 shares; 2026Q1: 1,514 shares; 2026Q2: 1,709 shares 1,709 $478K 0.11% +195 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: 984 shares; 2024Q4: 1,094 shares; 2025Q1: 885 shares; 2025Q2: 910 shares; 2025Q3: 857 shares; 2025Q4: 913 shares; 2026Q1: 944 shares; 2026Q2: 911 shares 911 $468K 0.11% -33 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: 3,529 shares; 2024Q4: 3,281 shares; 2025Q1: 2,984 shares; 2025Q2: 2,567 shares; 2025Q3: not reported; 2025Q4: 2,333 shares; 2026Q1: 2,603 shares; 2026Q2: 3,461 shares 3,461 $445K 0.1% +858 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: 933 shares; 2025Q4: 1,005 shares; 2026Q1: 1,030 shares; 2026Q2: 1,123 shares 1,123 $420K 0.1% +93 Timeline FBT 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: 1,564 shares; 2024Q4: 2,622 shares; 2025Q1: 1,747 shares; 2025Q2: 1,244 shares; 2025Q3: 1,128 shares; 2025Q4: 1,778 shares; 2026Q1: 1,700 shares; 2026Q2: 1,661 shares 1,661 $412K 0.09% -39 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,912 shares; 2024Q4: 17,317 shares; 2025Q1: 10,931 shares; 2025Q2: 8,348 shares; 2025Q3: 7,492 shares; 2025Q4: 10,797 shares; 2026Q1: 10,304 shares; 2026Q2: 10,374 shares 10,374 $409K 0.09% +70 Timeline KLAC KLA CORP More: the full row for KLA 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: 1,331 shares 1,331 $402K 0.09% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: 698 shares; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $397K 0.09% new 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: 4,364 shares; 2025Q4: 4,728 shares; 2026Q1: 5,617 shares; 2026Q2: 4,729 shares 4,729 $392K 0.09% -888 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 332 shares 332 $390K 0.09% +35 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: 987 shares; 2025Q3: 1,009 shares; 2025Q4: 1,358 shares; 2026Q1: 1,364 shares; 2026Q2: 1,385 shares 1,385 $390K 0.09% +21 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,594 shares; 2026Q1: 4,304 shares; 2026Q2: 5,017 shares 5,017 $387K 0.09% +713 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: 2,414 shares; 2025Q4: 2,581 shares; 2026Q1: 2,780 shares; 2026Q2: 2,752 shares 2,752 $385K 0.09% -28 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,958 shares; 2025Q4: 2,731 shares; 2026Q1: 2,765 shares; 2026Q2: 2,591 shares 2,591 $380K 0.09% -174 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,748 shares 2,748 $373K 0.08% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,695 shares; 2024Q4: 4,718 shares; 2025Q1: 3,758 shares; 2025Q2: 3,805 shares; 2025Q3: 3,814 shares; 2025Q4: 3,807 shares; 2026Q1: 3,843 shares; 2026Q2: 3,789 shares 3,789 $368K 0.08% -54 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: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 784 shares; 2025Q4: 809 shares; 2026Q1: not reported; 2026Q2: 761 shares 761 $363K 0.08% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 3,019 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares; 2026Q2: 3,951 shares 3,951 $360K 0.08% +35 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: 1,460 shares; 2025Q3: 1,528 shares; 2025Q4: 1,509 shares; 2026Q1: 2,418 shares; 2026Q2: 1,476 shares 1,476 $358K 0.08% -942 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,643 shares; 2025Q3: 3,761 shares; 2025Q4: 4,293 shares; 2026Q1: 4,714 shares; 2026Q2: 4,333 shares 4,333 $352K 0.08% -381 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,460 shares; 2026Q1: 2,094 shares; 2026Q2: 1,984 shares 1,984 $350K 0.08% -110 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 2,885 shares 2,885 $341K 0.08% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,506 shares; 2024Q4: 7,506 shares; 2025Q1: 7,526 shares; 2025Q2: 7,527 shares; 2025Q3: 7,573 shares; 2025Q4: 7,564 shares; 2026Q1: 8,045 shares; 2026Q2: 7,987 shares 7,987 $336K 0.08% -58 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 526 shares 526 $336K 0.08% new Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,333 shares; 2025Q3: 31,333 shares; 2025Q4: 31,333 shares; 2026Q1: 31,333 shares; 2026Q2: 31,333 shares 31,333 $336K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 1,528 shares; 2025Q4: 1,656 shares; 2026Q1: 1,620 shares; 2026Q2: 1,761 shares 1,761 $319K 0.07% +141 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 527 shares; 2025Q1: 540 shares; 2025Q2: 491 shares; 2025Q3: 486 shares; 2025Q4: 5,222 shares; 2026Q1: 5,355 shares; 2026Q2: 4,456 shares 4,456 $318K 0.07% -899 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,466 shares; 2024Q4: 13,571 shares; 2025Q1: 4,567 shares; 2025Q2: 4,989 shares; 2025Q3: 3,860 shares; 2025Q4: 4,690 shares; 2026Q1: 2,166 shares; 2026Q2: 2,722 shares 2,722 $318K 0.07% +556 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,142 shares; 2025Q3: 1,152 shares; 2025Q4: 1,157 shares; 2026Q1: 1,175 shares; 2026Q2: 1,443 shares 1,443 $312K 0.07% +268 Timeline OMFL 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: 5,557 shares; 2024Q4: 5,561 shares; 2025Q1: 4,951 shares; 2025Q2: 4,955 shares; 2025Q3: 4,960 shares; 2025Q4: 4,965 shares; 2026Q1: 4,971 shares; 2026Q2: 4,508 shares 4,508 $309K 0.07% -463 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 969 shares; 2025Q4: 1,110 shares; 2026Q1: 1,164 shares; 2026Q2: 1,107 shares 1,107 $299K 0.07% -57 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 3,200 shares 3,200 $297K 0.07% new 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: 3,701 shares; 2024Q4: 3,613 shares; 2025Q1: 3,677 shares; 2025Q2: 3,473 shares; 2025Q3: 3,450 shares; 2025Q4: 3,313 shares; 2026Q1: 3,313 shares; 2026Q2: 3,191 shares 3,191 $292K 0.07% -122 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares; 2026Q2: 683 shares 683 $291K 0.07% +17 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,977 shares 13,977 $289K 0.07% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,178 shares; 2026Q1: 5,115 shares; 2026Q2: 5,122 shares 5,122 $285K 0.06% +7 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: 1,211 shares; 2025Q4: 1,304 shares; 2026Q1: not reported; 2026Q2: 1,507 shares 1,507 $278K 0.06% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,040 shares; 2024Q4: 7,726 shares; 2025Q1: 6,580 shares; 2025Q2: 6,587 shares; 2025Q3: 6,594 shares; 2025Q4: 6,187 shares; 2026Q1: 6,190 shares; 2026Q2: 6,192 shares 6,192 $270K 0.06% +2 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: 4,083 shares; 2025Q3: 4,141 shares; 2025Q4: 4,429 shares; 2026Q1: 4,224 shares; 2026Q2: 3,246 shares 3,246 $268K 0.06% -978 Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 6,003 shares; 2026Q2: 7,139 shares 7,139 $265K 0.06% +1,136 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: not reported; 2025Q3: not reported; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $265K 0.06% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,292 shares; 2026Q2: 2,649 shares 2,649 $265K 0.06% +357 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 856 shares 856 $255K 0.06% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,065 shares; 2026Q2: 2,720 shares 2,720 $250K 0.06% -345 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: not reported; 2026Q2: 1,186 shares 1,186 $248K 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,582 shares; 2025Q4: 1,681 shares; 2026Q1: 1,674 shares; 2026Q2: 1,605 shares 1,605 $243K 0.06% -69 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,566 shares; 2024Q4: 3,589 shares; 2025Q1: 3,528 shares; 2025Q2: 3,166 shares; 2025Q3: 3,167 shares; 2025Q4: 3,179 shares; 2026Q1: 3,256 shares; 2026Q2: 3,194 shares 3,194 $242K 0.05% -62 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,390 shares; 2025Q4: 12,438 shares; 2026Q1: 11,216 shares; 2026Q2: 11,471 shares 11,471 $239K 0.05% +255 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: 470 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: not reported; 2026Q2: 2,724 shares 2,724 $235K 0.05% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 2,665 shares; 2025Q4: 4,641 shares; 2026Q1: 4,854 shares; 2026Q2: 4,535 shares 4,535 $232K 0.05% -319 Timeline SOXX 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: 360 shares 360 $231K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 503 shares; 2025Q1: 582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 436 shares; 2026Q2: 439 shares 439 $228K 0.05% +3 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,225 shares; 2026Q1: 2,261 shares; 2026Q2: 2,141 shares 2,141 $223K 0.05% -120 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,949 shares; 2024Q4: 5,224 shares; 2025Q1: 5,111 shares; 2025Q2: 4,704 shares; 2025Q3: 4,703 shares; 2025Q4: not reported; 2026Q1: 5,243 shares; 2026Q2: 5,172 shares 5,172 $219K 0.05% -71 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,592 shares; 2026Q2: 10,592 shares 10,592 $212K 0.05% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 569 shares 569 $206K 0.05% new 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: not reported; 2026Q2: 824 shares 824 $203K 0.05% new Timeline