AVUS 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: 92,632 shares; 2024Q4: 94,032 shares; 2025Q1: 76,118 shares; 2025Q2: 61,155 shares; 2025Q3: 62,592 shares; 2025Q4: 65,831 shares; 2026Q1: 72,330 shares; 2026Q2: 127,765 shares 127,765 $16.4M 8.42% +55,435 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 236,174 shares; 2026Q2: 283,542 shares 283,542 $10.4M 5.34% +47,368 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 38,712 shares; 2026Q2: 45,811 shares 45,811 $10M 5.17% +7,099 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,629 shares; 2024Q4: 137,823 shares; 2025Q1: 141,702 shares; 2025Q2: 146,627 shares; 2025Q3: 153,712 shares; 2025Q4: 156,797 shares; 2026Q1: 135,406 shares; 2026Q2: 135,972 shares 135,972 $9.25M 4.76% +566 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,060 shares; 2026Q2: 105,549 shares 105,549 $8.72M 4.49% +88,489 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 48,465 shares; 2026Q1: 82,671 shares; 2026Q2: 101,933 shares 101,933 $6.09M 3.13% +19,262 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: 18,162 shares; 2024Q4: 18,187 shares; 2025Q1: 17,922 shares; 2025Q2: 11,195 shares; 2025Q3: 10,930 shares; 2025Q4: 17,327 shares; 2026Q1: 20,647 shares; 2026Q2: 21,158 shares 21,158 $5.01M 2.57% +511 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,460 shares; 2024Q4: 127,161 shares; 2025Q1: 118,441 shares; 2025Q2: 97,596 shares; 2025Q3: 98,737 shares; 2025Q4: 104,870 shares; 2026Q1: 39,253 shares; 2026Q2: 35,256 shares 35,256 $4.85M 2.49% -3,997 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: 19,817 shares; 2024Q4: 18,566 shares; 2025Q1: 14,922 shares; 2025Q2: 12,975 shares; 2025Q3: 22,389 shares; 2025Q4: 15,106 shares; 2026Q1: 19,446 shares; 2026Q2: 42,892 shares 42,892 $4.73M 2.43% +23,446 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,021 shares; 2025Q2: 79,777 shares; 2025Q3: 94,893 shares; 2025Q4: 104,055 shares; 2026Q1: 112,812 shares; 2026Q2: 106,706 shares 106,706 $4.6M 2.37% -6,106 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,103 shares 87,103 $4.59M 2.36% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,170 shares; 2025Q3: 108,626 shares; 2025Q4: 146,367 shares; 2026Q1: 95,844 shares; 2026Q2: 70,740 shares 70,740 $3.66M 1.88% -25,104 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,516 shares; 2024Q4: 95,820 shares; 2025Q1: 87,963 shares; 2025Q2: 86,680 shares; 2025Q3: 86,801 shares; 2025Q4: 68,904 shares; 2026Q1: 68,533 shares; 2026Q2: 63,540 shares 63,540 $3.66M 1.88% -4,993 Timeline SPTI 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: 53,019 shares; 2025Q3: 52,235 shares; 2025Q4: 50,938 shares; 2026Q1: 99,266 shares; 2026Q2: 121,365 shares 121,365 $3.45M 1.77% +22,099 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 114,669 shares; 2026Q2: 356,385 shares 356,385 $3.29M 1.69% +241,716 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,030 shares; 2024Q4: 60,052 shares; 2025Q1: 61,325 shares; 2025Q2: 62,586 shares; 2025Q3: 67,168 shares; 2025Q4: 70,361 shares; 2026Q1: 64,552 shares; 2026Q2: 62,739 shares 62,739 $3.28M 1.69% -1,813 Timeline SPMB 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: 120,488 shares; 2025Q1: 118,482 shares; 2025Q2: 120,886 shares; 2025Q3: 125,816 shares; 2025Q4: 127,656 shares; 2026Q1: 131,490 shares; 2026Q2: 139,202 shares 139,202 $3.11M 1.6% +7,712 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,653 shares; 2024Q4: 57,513 shares; 2025Q1: 57,090 shares; 2025Q2: 59,973 shares; 2025Q3: 58,655 shares; 2025Q4: 56,098 shares; 2026Q1: 52,804 shares; 2026Q2: 53,363 shares 53,363 $3.01M 1.55% +559 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,124 shares; 2025Q3: 52,754 shares; 2025Q4: 54,428 shares; 2026Q1: 56,343 shares; 2026Q2: 58,632 shares 58,632 $2.84M 1.46% +2,289 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,674 shares; 2024Q4: 7,417 shares; 2025Q1: 6,939 shares; 2025Q2: 6,567 shares; 2025Q3: 6,513 shares; 2025Q4: 5,883 shares; 2026Q1: 13,507 shares; 2026Q2: 12,891 shares 12,891 $2.83M 1.45% -616 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,650 shares; 2025Q2: 77,348 shares; 2025Q3: 82,863 shares; 2025Q4: 62,637 shares; 2026Q1: 58,919 shares; 2026Q2: 61,326 shares 61,326 $2.8M 1.44% +2,407 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,427 shares; 2025Q4: 91,768 shares; 2026Q1: 96,968 shares; 2026Q2: 98,602 shares 98,602 $2.61M 1.34% +1,634 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: 37,453 shares; 2024Q4: 36,642 shares; 2025Q1: 42,246 shares; 2025Q2: 41,534 shares; 2025Q3: 43,135 shares; 2025Q4: 52,010 shares; 2026Q1: 14,249 shares; 2026Q2: 11,433 shares 11,433 $2.6M 1.34% -2,816 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,355 shares 90,355 $2.53M 1.3% 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: not reported; 2025Q4: not reported; 2026Q1: 26,069 shares; 2026Q2: 25,349 shares 25,349 $2.26M 1.16% -720 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: 16,725 shares; 2024Q4: 15,214 shares; 2025Q1: 15,229 shares; 2025Q2: 20,688 shares; 2025Q3: 22,285 shares; 2025Q4: 38,393 shares; 2026Q1: 38,818 shares; 2026Q2: 11,554 shares 11,554 $2.2M 1.13% -27,264 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: 79,644 shares; 2024Q4: 80,342 shares; 2025Q1: 39,012 shares; 2025Q2: 66,226 shares; 2025Q3: 70,564 shares; 2025Q4: 52,648 shares; 2026Q1: 30,855 shares; 2026Q2: 27,292 shares 27,292 $2.09M 1.07% -3,563 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: 19,662 shares; 2025Q1: 37,781 shares; 2025Q2: 38,941 shares; 2025Q3: 44,884 shares; 2025Q4: 55,460 shares; 2026Q1: 30,958 shares; 2026Q2: 25,788 shares 25,788 $1.95M 1% -5,170 Timeline IEF 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: 21,276 shares; 2026Q2: 20,416 shares 20,416 $1.93M 0.99% -860 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,323 shares; 2025Q2: 101,447 shares; 2025Q3: 96,003 shares; 2025Q4: 80,704 shares; 2026Q1: 75,328 shares; 2026Q2: 61,005 shares 61,005 $1.83M 0.94% -14,323 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: 6,255 shares; 2024Q4: 6,218 shares; 2025Q1: 6,225 shares; 2025Q2: 6,419 shares; 2025Q3: 6,274 shares; 2025Q4: 6,275 shares; 2026Q1: 6,272 shares; 2026Q2: 6,284 shares 6,284 $1.82M 0.94% +12 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: 34,888 shares; 2026Q2: 33,919 shares 33,919 $1.76M 0.91% -969 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: 4,054 shares; 2024Q4: 4,622 shares; 2025Q1: 3,255 shares; 2025Q2: 3,078 shares; 2025Q3: 2,915 shares; 2025Q4: 2,866 shares; 2026Q1: 2,368 shares; 2026Q2: 2,288 shares 2,288 $1.71M 0.88% -80 Timeline SCHD 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: 15,183 shares; 2024Q4: 51,560 shares; 2025Q1: 49,464 shares; 2025Q2: 53,607 shares; 2025Q3: 52,726 shares; 2025Q4: 46,424 shares; 2026Q1: 46,560 shares; 2026Q2: 51,142 shares 51,142 $1.62M 0.83% +4,582 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,277 shares; 2024Q4: 46,430 shares; 2025Q1: 33,920 shares; 2025Q2: 22,797 shares; 2025Q3: 16,744 shares; 2025Q4: 14,585 shares; 2026Q1: 16,327 shares; 2026Q2: 15,398 shares 15,398 $1.58M 0.81% -929 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,014 shares; 2025Q3: 10,014 shares; 2025Q4: 10,014 shares; 2026Q1: 10,014 shares; 2026Q2: 10,014 shares 10,014 $1.4M 0.72% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,940 shares; 2025Q2: 3,906 shares; 2025Q3: 5,631 shares; 2025Q4: 11,005 shares; 2026Q1: 15,039 shares; 2026Q2: 16,440 shares 16,440 $1.36M 0.7% +1,401 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,144 shares; 2024Q4: 34,141 shares; 2025Q1: 31,494 shares; 2025Q2: 30,681 shares; 2025Q3: 29,660 shares; 2025Q4: 36,097 shares; 2026Q1: 33,097 shares; 2026Q2: 26,920 shares 26,920 $1.36M 0.7% -6,177 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: 17,008 shares; 2024Q4: 19,791 shares; 2025Q1: 55,523 shares; 2025Q2: 60,919 shares; 2025Q3: 37,971 shares; 2025Q4: 30,959 shares; 2026Q1: 29,659 shares; 2026Q2: 26,467 shares 26,467 $1.34M 0.69% -3,192 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 18,321 shares; 2025Q1: 18,097 shares; 2025Q2: 18,947 shares; 2025Q3: 18,006 shares; 2025Q4: 17,981 shares; 2026Q1: 17,551 shares; 2026Q2: 17,295 shares 17,295 $1.31M 0.67% -256 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $1.3M 0.67% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,520 shares; 2024Q4: 10,175 shares; 2025Q1: 10,101 shares; 2025Q2: 10,028 shares; 2025Q3: 9,823 shares; 2025Q4: 9,604 shares; 2026Q1: 5,894 shares; 2026Q2: 5,773 shares 5,773 $1.26M 0.65% -121 Timeline PZA 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: 17,498 shares; 2025Q4: 16,958 shares; 2026Q1: 53,034 shares; 2026Q2: 51,689 shares 51,689 $1.22M 0.63% -1,345 Timeline MTUM 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: 8,039 shares; 2025Q1: 8,148 shares; 2025Q2: 8,149 shares; 2025Q3: 8,634 shares; 2025Q4: 13,306 shares; 2026Q1: 13,850 shares; 2026Q2: 3,530 shares 3,530 $1.21M 0.62% -10,320 Timeline CATF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,576 shares; 2025Q1: 11,277 shares; 2025Q2: 11,281 shares; 2025Q3: 11,662 shares; 2025Q4: 13,356 shares; 2026Q1: 14,372 shares; 2026Q2: 21,389 shares 21,389 $1.08M 0.55% +7,017 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,894 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 4,134 shares; 2025Q3: 2,701 shares; 2025Q4: not reported; 2026Q1: 11,129 shares; 2026Q2: 10,870 shares 10,870 $1.03M 0.53% -259 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: 2,956 shares; 2024Q4: 1,761 shares; 2025Q1: 2,767 shares; 2025Q2: 1,709 shares; 2025Q3: 2,611 shares; 2025Q4: 2,546 shares; 2026Q1: 1,553 shares; 2026Q2: 1,364 shares 1,364 $1M 0.52% -189 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: 3,329 shares; 2024Q4: 3,286 shares; 2025Q1: 3,211 shares; 2025Q2: 3,314 shares; 2025Q3: 3,137 shares; 2025Q4: 3,102 shares; 2026Q1: 3,049 shares; 2026Q2: 2,993 shares 2,993 $980K 0.5% -56 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,049 shares; 2024Q4: 4,912 shares; 2025Q1: 4,727 shares; 2025Q2: 4,792 shares; 2025Q3: 4,774 shares; 2025Q4: 4,621 shares; 2026Q1: 4,295 shares; 2026Q2: 4,246 shares 4,246 $903K 0.46% -49 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,529 shares; 2024Q4: 38,548 shares; 2025Q1: 14,002 shares; 2025Q2: 11,781 shares; 2025Q3: 12,123 shares; 2025Q4: 4,233 shares; 2026Q1: 10,382 shares; 2026Q2: 10,371 shares 10,371 $896K 0.46% -11 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: 12,697 shares; 2024Q4: 25,560 shares; 2025Q1: 25,715 shares; 2025Q2: 28,431 shares; 2025Q3: 28,630 shares; 2025Q4: 31,306 shares; 2026Q1: 31,806 shares; 2026Q2: 32,206 shares 32,206 $892K 0.46% +400 Timeline LQD 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: 2,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,699 shares; 2026Q1: 7,559 shares; 2026Q2: 7,587 shares 7,587 $828K 0.43% +28 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,726 shares; 2024Q4: 35,947 shares; 2025Q1: 36,126 shares; 2025Q2: 9,923 shares; 2025Q3: 33,229 shares; 2025Q4: 31,307 shares; 2026Q1: 24,414 shares; 2026Q2: 24,141 shares 24,141 $815K 0.42% -273 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,547 shares; 2024Q4: 4,955 shares; 2025Q1: 4,919 shares; 2025Q2: 4,737 shares; 2025Q3: 4,702 shares; 2025Q4: 4,592 shares; 2026Q1: 5,421 shares; 2026Q2: 5,290 shares 5,290 $805K 0.41% -131 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: 8,532 shares; 2024Q4: 8,847 shares; 2025Q1: 8,730 shares; 2025Q2: 8,477 shares; 2025Q3: 7,880 shares; 2025Q4: 6,800 shares; 2026Q1: 6,704 shares; 2026Q2: 7,364 shares 7,364 $793K 0.41% +660 Timeline FTEC 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: 6,470 shares; 2024Q4: 6,487 shares; 2025Q1: 6,427 shares; 2025Q2: 6,135 shares; 2025Q3: 6,091 shares; 2025Q4: 5,944 shares; 2026Q1: 2,797 shares; 2026Q2: 2,729 shares 2,729 $779K 0.4% -68 Timeline SYSB 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: 7,988 shares; 2026Q1: 8,551 shares; 2026Q2: 8,695 shares 8,695 $771K 0.4% +144 Timeline HELO 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: 3,752 shares; 2025Q2: 4,764 shares; 2025Q3: 7,112 shares; 2025Q4: 8,815 shares; 2026Q1: 12,347 shares; 2026Q2: 11,388 shares 11,388 $770K 0.4% -959 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 2,713 shares; 2025Q1: 8,225 shares; 2025Q2: 12,560 shares; 2025Q3: 13,346 shares; 2025Q4: 22,556 shares; 2026Q1: 8,442 shares; 2026Q2: 2,076 shares 2,076 $760K 0.39% -6,366 Timeline ICLN 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: 36,732 shares 36,732 $753K 0.39% new Timeline DRIV 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: not reported; 2026Q1: not reported; 2026Q2: 19,443 shares 19,443 $750K 0.39% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,122 shares; 2026Q2: 7,908 shares 7,908 $725K 0.37% -214 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 19,670 shares; 2026Q2: 25,643 shares 25,643 $717K 0.37% +5,973 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,644 shares; 2026Q2: 9,131 shares 9,131 $703K 0.36% -513 Timeline JQUA 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: 9,107 shares; 2024Q4: 104,933 shares; 2025Q1: 112,553 shares; 2025Q2: 116,510 shares; 2025Q3: 118,990 shares; 2025Q4: 52,846 shares; 2026Q1: 55,392 shares; 2026Q2: 9,613 shares 9,613 $695K 0.36% -45,779 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,504 shares; 2024Q4: 10,364 shares; 2025Q1: 10,950 shares; 2025Q2: 11,198 shares; 2025Q3: 11,255 shares; 2025Q4: 8,296 shares; 2026Q1: 7,640 shares; 2026Q2: 7,640 shares 7,640 $691K 0.36% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD 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: not reported; 2026Q2: 6,371 shares 6,371 $678K 0.35% new Timeline XOP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,379 shares 4,379 $676K 0.35% new Timeline TAN 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: not reported; 2025Q4: not reported; 2026Q1: 12,968 shares; 2026Q2: 11,176 shares 11,176 $661K 0.34% -1,792 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,308 shares; 2026Q1: 11,207 shares; 2026Q2: 19,058 shares 19,058 $645K 0.33% +7,851 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: 8,495 shares; 2024Q4: 8,646 shares; 2025Q1: 8,785 shares; 2025Q2: 13,372 shares; 2025Q3: 14,159 shares; 2025Q4: 12,452 shares; 2026Q1: 11,936 shares; 2026Q2: 10,329 shares 10,329 $635K 0.33% -1,607 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,580 shares; 2024Q4: 17,343 shares; 2025Q1: 11,745 shares; 2025Q2: 17,309 shares; 2025Q3: 17,148 shares; 2025Q4: 19,398 shares; 2026Q1: 18,872 shares; 2026Q2: 20,625 shares 20,625 $629K 0.32% +1,753 Timeline FNDF 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: 6,020 shares; 2025Q4: 10,120 shares; 2026Q1: 11,742 shares; 2026Q2: 11,527 shares 11,527 $608K 0.31% -215 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,044 shares; 2024Q4: 16,253 shares; 2025Q1: 15,901 shares; 2025Q2: 16,268 shares; 2025Q3: 16,366 shares; 2025Q4: 16,353 shares; 2026Q1: 16,753 shares; 2026Q2: 16,953 shares 16,953 $574K 0.3% +200 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: 3,509 shares; 2024Q4: 3,224 shares; 2025Q1: 3,274 shares; 2025Q2: 3,354 shares; 2025Q3: 3,305 shares; 2025Q4: 3,275 shares; 2026Q1: 2,909 shares; 2026Q2: 2,861 shares 2,861 $572K 0.29% -48 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: 7,444 shares; 2025Q3: 11,494 shares; 2025Q4: 9,956 shares; 2026Q1: 4,857 shares; 2026Q2: 5,140 shares 5,140 $525K 0.27% +283 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: 2,343 shares; 2024Q4: 2,273 shares; 2025Q1: 2,093 shares; 2025Q2: 2,019 shares; 2025Q3: 1,645 shares; 2025Q4: 1,567 shares; 2026Q1: 1,525 shares; 2026Q2: 1,389 shares 1,389 $525K 0.27% -136 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,167 shares; 2024Q4: 17,217 shares; 2025Q1: 17,078 shares; 2025Q2: 16,066 shares; 2025Q3: 13,904 shares; 2025Q4: 13,561 shares; 2026Q1: 13,550 shares; 2026Q2: 13,220 shares 13,220 $523K 0.27% -330 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,193 shares; 2024Q4: 1,171 shares; 2025Q1: 1,224 shares; 2025Q2: 1,211 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,333 shares; 2026Q2: 1,308 shares 1,308 $488K 0.25% -25 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,050 shares; 2025Q1: 2,100 shares; 2025Q2: 2,142 shares; 2025Q3: 2,187 shares; 2025Q4: 2,139 shares; 2026Q1: 2,105 shares; 2026Q2: 2,031 shares 2,031 $484K 0.25% -74 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: 1,350 shares; 2024Q4: 1,268 shares; 2025Q1: not reported; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,342 shares 1,342 $474K 0.24% -55 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,232 shares; 2024Q4: 9,232 shares; 2025Q1: 9,232 shares; 2025Q2: 9,232 shares; 2025Q3: 9,232 shares; 2025Q4: 9,232 shares; 2026Q1: 9,232 shares; 2026Q2: 9,232 shares 9,232 $445K 0.23% 0 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: 827 shares; 2024Q4: 797 shares; 2025Q1: 761 shares; 2025Q2: 872 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 850 shares 850 $425K 0.22% -35 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: 1,830 shares; 2024Q4: 1,539 shares; 2025Q1: 657 shares; 2025Q2: 517 shares; 2025Q3: 568 shares; 2025Q4: 463 shares; 2026Q1: 499 shares; 2026Q2: 589 shares 589 $405K 0.21% +90 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: 1,108 shares; 2024Q4: 1,116 shares; 2025Q1: 1,119 shares; 2025Q2: 1,116 shares; 2025Q3: 1,131 shares; 2025Q4: 1,139 shares; 2026Q1: 1,125 shares; 2026Q2: 1,143 shares 1,143 $387K 0.2% +18 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: 1,155 shares; 2025Q4: 1,096 shares; 2026Q1: 1,101 shares; 2026Q2: 1,031 shares 1,031 $368K 0.19% -70 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: 626 shares; 2025Q1: 620 shares; 2025Q2: 616 shares; 2025Q3: 609 shares; 2025Q4: 633 shares; 2026Q1: 624 shares; 2026Q2: 556 shares 556 $353K 0.18% -68 Timeline FNDA 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: 4,491 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,982 shares; 2025Q4: 8,982 shares; 2026Q1: 8,982 shares; 2026Q2: 8,982 shares 8,982 $342K 0.18% 0 Timeline JPIE 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 7,400 shares 7,400 $341K 0.18% -800 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: not reported; 2025Q3: 718 shares; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $330K 0.17% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $325K 0.17% 0 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,935 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 6,907 shares; 2026Q1: 6,907 shares; 2026Q2: 6,349 shares 6,349 $321K 0.17% -558 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,020 shares; 2024Q4: 46,830 shares; 2025Q1: 16,663 shares; 2025Q2: 16,076 shares; 2025Q3: 15,547 shares; 2025Q4: 5,565 shares; 2026Q1: 4,462 shares; 2026Q2: 2,500 shares 2,500 $311K 0.16% -1,962 Timeline NKX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,579 shares; 2024Q4: 19,116 shares; 2025Q1: 19,154 shares; 2025Q2: 19,215 shares; 2025Q3: 22,853 shares; 2025Q4: 22,959 shares; 2026Q1: 23,012 shares; 2026Q2: 23,898 shares 23,898 $299K 0.15% +886 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: 973 shares; 2024Q4: 952 shares; 2025Q1: 889 shares; 2025Q2: 907 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 905 shares; 2026Q2: 846 shares 846 $290K 0.15% -59 Timeline EMLC 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: 11,221 shares; 2026Q1: 12,463 shares; 2026Q2: 11,109 shares 11,109 $284K 0.15% -1,354 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: 245 shares; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239 shares; 2026Q1: 231 shares; 2026Q2: 236 shares 236 $283K 0.15% +5 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,654 shares 5,654 $282K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,164 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $279K 0.14% 0 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,168 shares 5,168 $278K 0.14% 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: 1,287 shares; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 1,060 shares; 2026Q2: 1,082 shares 1,082 $275K 0.14% +22 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: not reported; 2025Q2: 1,523 shares; 2025Q3: 1,493 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,418 shares 1,418 $267K 0.14% -72 Timeline ARTY 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: 6,496 shares; 2025Q3: 9,504 shares; 2025Q4: 10,669 shares; 2026Q1: not reported; 2026Q2: 3,472 shares 3,472 $264K 0.14% new 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: 3,647 shares; 2024Q4: 3,718 shares; 2025Q1: 3,100 shares; 2025Q2: 3,150 shares; 2025Q3: 2,905 shares; 2025Q4: 2,547 shares; 2026Q1: 1,774 shares; 2026Q2: 1,670 shares 1,670 $264K 0.14% -104 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,837 shares; 2026Q1: 3,012 shares; 2026Q2: 3,244 shares 3,244 $260K 0.13% +232 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 268 shares 268 $259K 0.13% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,048 shares; 2025Q3: 14,803 shares; 2025Q4: 22,635 shares; 2026Q1: 21,645 shares; 2026Q2: 5,149 shares 5,149 $256K 0.13% -16,496 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,579 shares; 2026Q2: 7,728 shares 7,728 $235K 0.12% +149 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,833 shares; 2026Q2: 2,848 shares 2,848 $235K 0.12% +15 Timeline ISTM ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,158 shares 8,158 $234K 0.12% new 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: 3,880 shares; 2025Q4: 3,901 shares; 2026Q1: 3,901 shares; 2026Q2: 3,901 shares 3,901 $233K 0.12% 0 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: 4,978 shares; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,352 shares; 2025Q4: 5,041 shares; 2026Q1: 5,147 shares; 2026Q2: 5,170 shares 5,170 $219K 0.11% +23 Timeline SPAB 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: 7,786 shares; 2024Q4: 8,186 shares; 2025Q1: 8,250 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $217K 0.11% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 1,264 shares 1,264 $215K 0.11% new Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 2,816 shares 2,816 $213K 0.11% 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: 1,263 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares; 2026Q2: 1,263 shares 1,263 $209K 0.11% +10 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: 1,757 shares 1,757 $206K 0.11% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 679 shares 679 $202K 0.1% new Timeline XLC 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: 3,835 shares; 2025Q2: 3,813 shares; 2025Q3: 3,789 shares; 2025Q4: 3,713 shares; 2026Q1: 2,276 shares; 2026Q2: 1,887 shares 1,887 $202K 0.1% -389 Timeline