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: 115,080 shares; 2024Q4: 116,043 shares; 2025Q1: 119,242 shares; 2025Q2: 118,036 shares; 2025Q3: 114,767 shares; 2025Q4: 108,248 shares; 2026Q1: 101,253 shares; 2026Q2: 94,492 shares 94,492 $69.6M 6.97% -6,761 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: not reported; 2024Q4: 9,865 shares; 2025Q1: 14,230 shares; 2025Q2: 36,161 shares; 2025Q3: 303,124 shares; 2025Q4: 519,559 shares; 2026Q1: 627,233 shares; 2026Q2: 771,583 shares 771,583 $52.5M 5.26% +144,350 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: 93,810 shares; 2024Q4: 97,505 shares; 2025Q1: 95,864 shares; 2025Q2: 94,429 shares; 2025Q3: 84,302 shares; 2025Q4: 78,460 shares; 2026Q1: 73,962 shares; 2026Q2: 67,952 shares 67,952 $50.7M 5.08% -6,010 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: 2,335 shares; 2024Q4: 2,345 shares; 2025Q1: 2,777 shares; 2025Q2: 9,403 shares; 2025Q3: 14,002 shares; 2025Q4: 19,090 shares; 2026Q1: 26,102 shares; 2026Q2: 63,006 shares 63,006 $47.2M 4.73% +36,904 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: 134,547 shares; 2024Q4: 131,997 shares; 2025Q1: 135,375 shares; 2025Q2: 134,963 shares; 2025Q3: 135,175 shares; 2025Q4: 137,022 shares; 2026Q1: 143,484 shares; 2026Q2: 140,896 shares 140,896 $40.8M 4.08% -2,588 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,576 shares; 2025Q1: 187,608 shares; 2025Q2: 277,002 shares; 2025Q3: 337,583 shares; 2025Q4: 606,936 shares; 2026Q1: 764,982 shares; 2026Q2: 782,122 shares 782,122 $39.8M 3.99% +17,140 Timeline SCHX 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: 582,340 shares; 2024Q4: 1,773,631 shares; 2025Q1: 1,811,803 shares; 2025Q2: 1,746,011 shares; 2025Q3: 1,599,473 shares; 2025Q4: 1,428,282 shares; 2026Q1: 1,262,181 shares; 2026Q2: 1,076,820 shares 1,076,820 $31.7M 3.17% -185,361 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: 32,745 shares; 2025Q4: 35,048 shares; 2026Q1: 450,185 shares; 2026Q2: 765,192 shares 765,192 $28M 2.81% +315,007 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: 62,857 shares; 2024Q4: 62,150 shares; 2025Q1: 63,370 shares; 2025Q2: 63,564 shares; 2025Q3: 63,684 shares; 2025Q4: 65,214 shares; 2026Q1: 70,327 shares; 2026Q2: 69,164 shares 69,164 $24.7M 2.48% -1,163 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,500 shares; 2024Q4: 145,147 shares; 2025Q1: 176,187 shares; 2025Q2: 177,086 shares; 2025Q3: 238,875 shares; 2025Q4: 442,084 shares; 2026Q1: 494,297 shares; 2026Q2: 453,114 shares 453,114 $22.5M 2.25% -41,183 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: 50,036 shares; 2024Q4: 50,482 shares; 2025Q1: 53,340 shares; 2025Q2: 53,340 shares; 2025Q3: 53,676 shares; 2025Q4: 53,960 shares; 2026Q1: 57,394 shares; 2026Q2: 56,786 shares 56,786 $21.2M 2.12% -608 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: 81,329 shares; 2024Q4: 81,629 shares; 2025Q1: 89,619 shares; 2025Q2: 90,865 shares; 2025Q3: 94,044 shares; 2025Q4: 95,968 shares; 2026Q1: 98,455 shares; 2026Q2: 103,235 shares 103,235 $20.7M 2.07% +4,780 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,430 shares; 2025Q1: 37,402 shares; 2025Q2: 55,688 shares; 2025Q3: 64,297 shares; 2025Q4: 93,035 shares; 2026Q1: 115,391 shares; 2026Q2: 130,678 shares 130,678 $19.4M 1.94% +15,287 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,443 shares; 2024Q4: 73,335 shares; 2025Q1: 72,416 shares; 2025Q2: 71,754 shares; 2025Q3: 71,188 shares; 2025Q4: 40,712 shares; 2026Q1: 42,767 shares; 2026Q2: 41,512 shares 41,512 $17.7M 1.77% -1,255 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: 45,920 shares; 2024Q4: 46,095 shares; 2025Q1: 47,525 shares; 2025Q2: 47,996 shares; 2025Q3: 48,374 shares; 2025Q4: 49,196 shares; 2026Q1: 52,414 shares; 2026Q2: 52,467 shares 52,467 $17.2M 1.72% +53 Timeline DFIV 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: 18,846 shares; 2025Q1: 42,682 shares; 2025Q2: 192,244 shares; 2025Q3: 305,841 shares; 2025Q4: 379,530 shares; 2026Q1: 382,407 shares; 2026Q2: 307,632 shares 307,632 $16.6M 1.66% -74,775 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: 20,509 shares; 2024Q4: 20,775 shares; 2025Q1: 20,977 shares; 2025Q2: 23,861 shares; 2025Q3: 28,827 shares; 2025Q4: 31,770 shares; 2026Q1: 31,930 shares; 2026Q2: 27,915 shares 27,915 $14M 1.4% -4,015 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: 48,572 shares; 2025Q4: 126,279 shares; 2026Q1: 216,119 shares; 2026Q2: 264,731 shares 264,731 $14M 1.4% +48,612 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: 31,356 shares; 2024Q4: 30,561 shares; 2025Q1: 31,618 shares; 2025Q2: 34,771 shares; 2025Q3: 36,043 shares; 2025Q4: 42,357 shares; 2026Q1: 55,136 shares; 2026Q2: 56,526 shares 56,526 $13.5M 1.35% +1,390 Timeline DBEF 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: 293,642 shares; 2024Q4: 330,879 shares; 2025Q1: 374,541 shares; 2025Q2: 378,182 shares; 2025Q3: 324,116 shares; 2025Q4: 288,689 shares; 2026Q1: 256,522 shares; 2026Q2: 239,837 shares 239,837 $13.1M 1.31% -16,685 Timeline GARP 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: 158,151 shares 158,151 $13.1M 1.31% new Timeline DFUS 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: 153,588 shares; 2026Q1: 153,893 shares; 2026Q2: 145,623 shares 145,623 $11.9M 1.2% -8,270 Timeline JCPB 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: 28,517 shares; 2025Q2: 35,470 shares; 2025Q3: 91,001 shares; 2025Q4: 125,694 shares; 2026Q1: 187,979 shares; 2026Q2: 229,714 shares 229,714 $10.8M 1.08% +41,735 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: 125,684 shares; 2024Q4: 123,587 shares; 2025Q1: 113,604 shares; 2025Q2: 97,487 shares; 2025Q3: 85,567 shares; 2025Q4: 75,566 shares; 2026Q1: 73,923 shares; 2026Q2: 72,024 shares 72,024 $10.7M 1.07% -1,899 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: not reported; 2025Q2: 7,014 shares; 2025Q3: 156,856 shares; 2025Q4: 241,796 shares; 2026Q1: 342,463 shares; 2026Q2: 245,975 shares 245,975 $10.6M 1.06% -96,488 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,295 shares; 2024Q4: 61,463 shares; 2025Q1: 63,050 shares; 2025Q2: 64,284 shares; 2025Q3: 64,504 shares; 2025Q4: 71,204 shares; 2026Q1: 84,281 shares; 2026Q2: 84,325 shares 84,325 $9.92M 0.99% +44 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: 15,186 shares; 2024Q4: 15,243 shares; 2025Q1: 15,158 shares; 2025Q2: 15,147 shares; 2025Q3: 14,387 shares; 2025Q4: 14,277 shares; 2026Q1: 14,221 shares; 2026Q2: 13,933 shares 13,933 $9.57M 0.96% -288 Timeline GEME 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 18,575 shares; 2026Q1: 148,102 shares; 2026Q2: 200,430 shares 200,430 $8.73M 0.87% +52,328 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,929 shares; 2024Q4: 50,929 shares; 2025Q1: 50,211 shares; 2025Q2: 48,215 shares; 2025Q3: 47,942 shares; 2025Q4: 44,023 shares; 2026Q1: 38,072 shares; 2026Q2: 38,064 shares 38,064 $8.41M 0.84% -8 Timeline BLCR 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: 85,783 shares; 2026Q2: 165,546 shares 165,546 $8.34M 0.84% +79,763 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: 56,952 shares; 2024Q4: 56,865 shares; 2025Q1: 58,703 shares; 2025Q2: 61,328 shares; 2025Q3: 62,484 shares; 2025Q4: 63,709 shares; 2026Q1: 68,053 shares; 2026Q2: 68,478 shares 68,478 $8.04M 0.81% +425 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: 11,792 shares; 2025Q4: 35,433 shares; 2026Q1: 79,323 shares; 2026Q2: 130,116 shares 130,116 $7.77M 0.78% +50,793 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,553 shares; 2024Q4: 34,554 shares; 2025Q1: 34,254 shares; 2025Q2: 28,254 shares; 2025Q3: 37,354 shares; 2025Q4: 37,272 shares; 2026Q1: 34,330 shares; 2026Q2: 31,480 shares 31,480 $7.64M 0.77% -2,850 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 24,772 shares; 2025Q4: 35,710 shares; 2026Q1: 41,468 shares; 2026Q2: 181,678 shares 181,678 $7.5M 0.75% +140,210 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: 11,551 shares; 2024Q4: 11,556 shares; 2025Q1: 15,538 shares; 2025Q2: 15,550 shares; 2025Q3: 15,450 shares; 2025Q4: 14,388 shares; 2026Q1: 14,598 shares; 2026Q2: 58,407 shares 58,407 $7.25M 0.73% +43,809 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: 34,321 shares; 2024Q4: 34,508 shares; 2025Q1: 45,772 shares; 2025Q2: 45,713 shares; 2025Q3: 46,624 shares; 2025Q4: 46,414 shares; 2026Q1: 45,822 shares; 2026Q2: 42,342 shares 42,342 $6.69M 0.67% -3,480 Timeline SCHB 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: 130,127 shares; 2024Q4: 359,094 shares; 2025Q1: 350,568 shares; 2025Q2: 345,529 shares; 2025Q3: 322,009 shares; 2025Q4: 306,562 shares; 2026Q1: 299,117 shares; 2026Q2: 231,052 shares 231,052 $6.69M 0.67% -68,065 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: 92,179 shares; 2024Q4: 91,279 shares; 2025Q1: 91,665 shares; 2025Q2: 91,732 shares; 2025Q3: 92,810 shares; 2025Q4: 93,682 shares; 2026Q1: 107,864 shares; 2026Q2: 109,755 shares 109,755 $6.25M 0.63% +1,891 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: 20,483 shares; 2024Q4: 20,709 shares; 2025Q1: 20,728 shares; 2025Q2: 20,993 shares; 2025Q3: 21,170 shares; 2025Q4: 21,393 shares; 2026Q1: 23,705 shares; 2026Q2: 23,873 shares 23,873 $6.06M 0.61% +168 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: 12,023 shares; 2024Q4: 23,975 shares; 2025Q1: 58,728 shares; 2025Q2: 68,404 shares; 2025Q3: 80,352 shares; 2025Q4: 103,460 shares; 2026Q1: 109,765 shares; 2026Q2: 111,538 shares 111,538 $5.84M 0.58% +1,773 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,387 shares; 2024Q4: 40,799 shares; 2025Q1: 38,926 shares; 2025Q2: 38,155 shares; 2025Q3: 34,656 shares; 2025Q4: 34,458 shares; 2026Q1: 37,401 shares; 2026Q2: 201,347 shares 201,347 $5.52M 0.55% +163,946 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,171 shares; 2025Q2: 5,188 shares; 2025Q3: 5,180 shares; 2025Q4: 5,271 shares; 2026Q1: 5,579 shares; 2026Q2: 5,504 shares 5,504 $5.29M 0.53% -75 Timeline IDMO 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: 16,774 shares; 2025Q2: 38,783 shares; 2025Q3: 44,216 shares; 2025Q4: 61,685 shares; 2026Q1: 51,634 shares; 2026Q2: 83,859 shares 83,859 $5.06M 0.51% +32,225 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: 19,478 shares; 2024Q4: 19,521 shares; 2025Q1: 19,688 shares; 2025Q2: 20,212 shares; 2025Q3: 18,673 shares; 2025Q4: 19,055 shares; 2026Q1: 19,877 shares; 2026Q2: 19,706 shares 19,706 $4.96M 0.5% -171 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: 13,381 shares; 2024Q4: 13,424 shares; 2025Q1: 13,203 shares; 2025Q2: 13,038 shares; 2025Q3: 12,869 shares; 2025Q4: 13,003 shares; 2026Q1: 12,797 shares; 2026Q2: 12,501 shares 12,501 $4.63M 0.46% -296 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: 30,282 shares; 2024Q4: 32,211 shares; 2025Q1: 32,538 shares; 2025Q2: 31,368 shares; 2025Q3: 31,280 shares; 2025Q4: 31,471 shares; 2026Q1: 32,152 shares; 2026Q2: 31,820 shares 31,820 $4.35M 0.44% -332 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: 18,010 shares; 2024Q4: 18,327 shares; 2025Q1: 18,354 shares; 2025Q2: 18,354 shares; 2025Q3: 17,996 shares; 2025Q4: 18,002 shares; 2026Q1: 17,860 shares; 2026Q2: 18,017 shares 18,017 $4.26M 0.43% +157 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: 6,572 shares; 2024Q4: 6,575 shares; 2025Q1: 6,583 shares; 2025Q2: 6,593 shares; 2025Q3: 6,600 shares; 2025Q4: 6,643 shares; 2026Q1: 6,670 shares; 2026Q2: 6,696 shares 6,696 $4.25M 0.43% +26 Timeline DFUV 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: 209,321 shares; 2024Q4: 221,450 shares; 2025Q1: 187,498 shares; 2025Q2: 147,416 shares; 2025Q3: 121,015 shares; 2025Q4: 96,083 shares; 2026Q1: 75,707 shares; 2026Q2: 74,114 shares 74,114 $4.08M 0.41% -1,593 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: 15,267 shares; 2024Q4: 15,072 shares; 2025Q1: 16,007 shares; 2025Q2: 15,782 shares; 2025Q3: 13,283 shares; 2025Q4: 11,117 shares; 2026Q1: 11,471 shares; 2026Q2: 11,054 shares 11,054 $3.91M 0.39% -417 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: 134,531 shares 134,531 $3.77M 0.38% new 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: 36,312 shares; 2024Q4: 148,044 shares; 2025Q1: 146,173 shares; 2025Q2: 142,533 shares; 2025Q3: 140,883 shares; 2025Q4: 137,500 shares; 2026Q1: 137,209 shares; 2026Q2: 110,865 shares 110,865 $3.75M 0.38% -26,344 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,850 shares; 2024Q4: 51,506 shares; 2025Q1: 43,872 shares; 2025Q2: 35,334 shares; 2025Q3: 26,806 shares; 2025Q4: 24,968 shares; 2026Q1: 24,434 shares; 2026Q2: 22,670 shares 22,670 $3.6M 0.36% -1,764 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: 3,837 shares; 2024Q4: 4,027 shares; 2025Q1: 4,153 shares; 2025Q2: 8,357 shares; 2025Q3: 38,283 shares; 2025Q4: 61,699 shares; 2026Q1: 88,811 shares; 2026Q2: 25,940 shares 25,940 $3.57M 0.36% -62,871 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 11,135 shares; 2025Q4: 43,292 shares; 2026Q1: 80,490 shares; 2026Q2: 101,143 shares 101,143 $3.55M 0.36% +20,653 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: 41,738 shares; 2024Q4: 41,744 shares; 2025Q1: 44,840 shares; 2025Q2: 58,176 shares; 2025Q3: 53,147 shares; 2025Q4: 48,783 shares; 2026Q1: 48,680 shares; 2026Q2: 44,511 shares 44,511 $3.43M 0.34% -4,169 Timeline SCHV 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: 55,939 shares; 2024Q4: 165,616 shares; 2025Q1: 167,402 shares; 2025Q2: 166,593 shares; 2025Q3: 165,749 shares; 2025Q4: 160,514 shares; 2026Q1: 155,346 shares; 2026Q2: 95,558 shares 95,558 $3.33M 0.33% -59,788 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: 3,702 shares; 2024Q4: 3,843 shares; 2025Q1: 5,199 shares; 2025Q2: 7,832 shares; 2025Q3: 7,836 shares; 2025Q4: 7,860 shares; 2026Q1: 7,567 shares; 2026Q2: 36,980 shares 36,980 $3.19M 0.32% +29,413 Timeline SCHA 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: 78,874 shares; 2024Q4: 158,672 shares; 2025Q1: 154,063 shares; 2025Q2: 145,858 shares; 2025Q3: 139,916 shares; 2025Q4: 130,449 shares; 2026Q1: 132,406 shares; 2026Q2: 82,012 shares 82,012 $2.96M 0.3% -50,394 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,257 shares; 2024Q4: 27,067 shares; 2025Q1: 28,772 shares; 2025Q2: 27,626 shares; 2025Q3: 25,131 shares; 2025Q4: 30,659 shares; 2026Q1: 30,758 shares; 2026Q2: 31,407 shares 31,407 $2.85M 0.29% +649 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,712 shares; 2024Q4: 83,212 shares; 2025Q1: 83,212 shares; 2025Q2: 81,712 shares; 2025Q3: 82,645 shares; 2025Q4: 78,957 shares; 2026Q1: 74,346 shares; 2026Q2: 75,005 shares 75,005 $2.83M 0.28% +659 Timeline VONG 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: 18,614 shares; 2024Q4: 18,633 shares; 2025Q1: 18,453 shares; 2025Q2: 18,471 shares; 2025Q3: 18,305 shares; 2025Q4: 18,321 shares; 2026Q1: 23,276 shares; 2026Q2: 21,212 shares 21,212 $2.71M 0.27% -2,064 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: 5,545 shares; 2024Q4: 24,266 shares; 2025Q1: 25,715 shares; 2025Q2: 24,360 shares; 2025Q3: 24,416 shares; 2025Q4: 21,132 shares; 2026Q1: 21,725 shares; 2026Q2: 22,132 shares 22,132 $2.58M 0.26% +407 Timeline VONV 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: 24,274 shares; 2024Q4: 24,274 shares; 2025Q1: 24,274 shares; 2025Q2: 24,274 shares; 2025Q3: 24,274 shares; 2025Q4: 24,274 shares; 2026Q1: 24,274 shares; 2026Q2: 24,274 shares 24,274 $2.58M 0.26% 0 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: 67,996 shares; 2024Q4: 130,174 shares; 2025Q1: 128,334 shares; 2025Q2: 128,924 shares; 2025Q3: 129,557 shares; 2025Q4: 119,917 shares; 2026Q1: 123,606 shares; 2026Q2: 91,594 shares 91,594 $2.54M 0.25% -32,012 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,595 shares; 2024Q4: 6,582 shares; 2025Q1: 6,592 shares; 2025Q2: 6,651 shares; 2025Q3: 6,776 shares; 2025Q4: 6,912 shares; 2026Q1: 7,116 shares; 2026Q2: 7,137 shares 7,137 $2.53M 0.25% +21 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,010 shares; 2026Q2: 70,856 shares 70,856 $2.48M 0.25% +49,846 Timeline VTHR 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: 10,118 shares; 2024Q4: 9,947 shares; 2025Q1: 9,887 shares; 2025Q2: 9,870 shares; 2025Q3: 9,599 shares; 2025Q4: 9,622 shares; 2026Q1: 9,647 shares; 2026Q2: 7,407 shares 7,407 $2.46M 0.25% -2,240 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,596 shares; 2025Q2: 27,158 shares; 2025Q3: 33,787 shares; 2025Q4: 51,979 shares; 2026Q1: 90,913 shares; 2026Q2: 96,512 shares 96,512 $2.43M 0.24% +5,599 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,444 shares; 2024Q4: 3,298 shares; 2025Q1: 3,103 shares; 2025Q2: 3,107 shares; 2025Q3: 2,821 shares; 2025Q4: 2,859 shares; 2026Q1: 3,264 shares; 2026Q2: 3,293 shares 3,293 $2.32M 0.23% +29 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 4,284 shares; 2025Q1: 4,297 shares; 2025Q2: 4,306 shares; 2025Q3: 4,316 shares; 2025Q4: 4,328 shares; 2026Q1: 4,332 shares; 2026Q2: 4,340 shares 4,340 $2.27M 0.23% +8 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 75,270 shares; 2025Q4: 152,912 shares; 2026Q1: 217,205 shares; 2026Q2: 245,916 shares 245,916 $2.12M 0.21% +28,711 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: 12,154 shares; 2024Q4: 12,079 shares; 2025Q1: 12,132 shares; 2025Q2: 12,139 shares; 2025Q3: 12,097 shares; 2025Q4: 12,393 shares; 2026Q1: 12,661 shares; 2026Q2: 14,214 shares 14,214 $2.08M 0.21% +1,553 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: 9,827 shares; 2024Q4: 10,166 shares; 2025Q1: 10,081 shares; 2025Q2: 10,015 shares; 2025Q3: 10,037 shares; 2025Q4: 10,303 shares; 2026Q1: 10,889 shares; 2026Q2: 10,976 shares 10,976 $2.08M 0.21% +87 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,299 shares; 2024Q4: 187,666 shares; 2025Q1: 196,738 shares; 2025Q2: 186,012 shares; 2025Q3: 87,710 shares; 2025Q4: 85,233 shares; 2026Q1: 82,174 shares; 2026Q2: 86,667 shares 86,667 $2.05M 0.21% +4,493 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: 8,661 shares; 2024Q4: 8,688 shares; 2025Q1: 8,695 shares; 2025Q2: 8,695 shares; 2025Q3: 8,571 shares; 2025Q4: 8,195 shares; 2026Q1: 8,209 shares; 2026Q2: 9,371 shares 9,371 $2.04M 0.2% +1,162 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: 9,134 shares; 2024Q4: 9,979 shares; 2025Q1: 10,668 shares; 2025Q2: 14,798 shares; 2025Q3: 15,289 shares; 2025Q4: 15,828 shares; 2026Q1: 17,588 shares; 2026Q2: 17,952 shares 17,952 $2.03M 0.2% +364 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,088 shares; 2024Q4: 4,062 shares; 2025Q1: 4,069 shares; 2025Q2: 19,735 shares; 2025Q3: 19,691 shares; 2025Q4: 20,012 shares; 2026Q1: 20,002 shares; 2026Q2: 20,278 shares 20,278 $1.96M 0.2% +276 Timeline SCHE 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: 125,513 shares; 2024Q4: 113,642 shares; 2025Q1: 89,938 shares; 2025Q2: 77,474 shares; 2025Q3: 70,382 shares; 2025Q4: 64,507 shares; 2026Q1: 57,185 shares; 2026Q2: 53,226 shares 53,226 $1.93M 0.19% -3,959 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: 10,256 shares; 2024Q4: 10,087 shares; 2025Q1: 9,120 shares; 2025Q2: 8,800 shares; 2025Q3: 7,758 shares; 2025Q4: 7,431 shares; 2026Q1: 7,447 shares; 2026Q2: 6,337 shares 6,337 $1.92M 0.19% -1,110 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: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,333 shares; 2025Q2: 2,328 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,334 shares; 2026Q2: 15,988 shares 15,988 $1.91M 0.19% +13,654 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: 26,637 shares; 2024Q4: 26,277 shares; 2025Q1: 22,816 shares; 2025Q2: 23,682 shares; 2025Q3: 24,500 shares; 2025Q4: 23,698 shares; 2026Q1: 23,646 shares; 2026Q2: 18,256 shares 18,256 $1.9M 0.19% -5,390 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: 10,503 shares; 2024Q4: 9,689 shares; 2025Q1: 9,920 shares; 2025Q2: 10,122 shares; 2025Q3: 10,070 shares; 2025Q4: 10,048 shares; 2026Q1: 10,211 shares; 2026Q2: 10,533 shares 10,533 $1.75M 0.17% +322 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: 37,777 shares; 2024Q4: 30,462 shares; 2025Q1: 25,016 shares; 2025Q2: 22,895 shares; 2025Q3: 19,987 shares; 2025Q4: 18,334 shares; 2026Q1: 15,151 shares; 2026Q2: 13,969 shares 13,969 $1.74M 0.17% -1,182 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: 6,327 shares; 2024Q4: 12,331 shares; 2025Q1: 40,237 shares; 2025Q2: 44,696 shares; 2025Q3: 32,924 shares; 2025Q4: 25,785 shares; 2026Q1: 20,707 shares; 2026Q2: 20,553 shares 20,553 $1.69M 0.17% -154 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: 6,501 shares; 2024Q4: 6,512 shares; 2025Q1: 6,883 shares; 2025Q2: 6,543 shares; 2025Q3: 6,607 shares; 2025Q4: 6,809 shares; 2026Q1: 6,905 shares; 2026Q2: 6,209 shares 6,209 $1.68M 0.17% -696 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: 1,347 shares; 2024Q4: 1,354 shares; 2025Q1: 1,426 shares; 2025Q2: 1,464 shares; 2025Q3: 1,494 shares; 2025Q4: 1,534 shares; 2026Q1: 1,560 shares; 2026Q2: 1,644 shares 1,644 $1.66M 0.17% +84 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: 1,031 shares; 2024Q4: 1,032 shares; 2025Q1: 1,094 shares; 2025Q2: 1,105 shares; 2025Q3: 3,102 shares; 2025Q4: 3,397 shares; 2026Q1: 3,211 shares; 2026Q2: 3,227 shares 3,227 $1.66M 0.17% +16 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: 1,732 shares; 2024Q4: 1,724 shares; 2025Q1: 1,959 shares; 2025Q2: 2,189 shares; 2025Q3: 2,543 shares; 2025Q4: 3,486 shares; 2026Q1: 4,067 shares; 2026Q2: 4,263 shares 4,263 $1.61M 0.16% +196 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,761 shares; 2024Q4: 16,037 shares; 2025Q1: 16,252 shares; 2025Q2: 16,522 shares; 2025Q3: 16,679 shares; 2025Q4: 17,134 shares; 2026Q1: 17,194 shares; 2026Q2: 17,124 shares 17,124 $1.58M 0.16% -70 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,151 shares; 2024Q4: 27,883 shares; 2025Q1: 24,246 shares; 2025Q2: 21,540 shares; 2025Q3: 18,431 shares; 2025Q4: 16,517 shares; 2026Q1: 15,469 shares; 2026Q2: 14,876 shares 14,876 $1.52M 0.15% -593 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 8,578 shares; 2025Q1: 8,592 shares; 2025Q2: 8,740 shares; 2025Q3: 8,524 shares; 2025Q4: 8,608 shares; 2026Q1: 8,883 shares; 2026Q2: 9,262 shares 9,262 $1.45M 0.15% +379 Timeline SCHM 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: 16,681 shares; 2024Q4: 53,994 shares; 2025Q1: 58,182 shares; 2025Q2: 57,929 shares; 2025Q3: 55,952 shares; 2025Q4: 55,799 shares; 2026Q1: 56,678 shares; 2026Q2: 38,754 shares 38,754 $1.43M 0.14% -17,924 Timeline TLH 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: 4,936 shares; 2025Q4: 6,677 shares; 2026Q1: 10,541 shares; 2026Q2: 14,188 shares 14,188 $1.42M 0.14% +3,647 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,488 shares; 2026Q1: 7,038 shares; 2026Q2: 14,745 shares 14,745 $1.41M 0.14% +7,707 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: 1,680 shares; 2024Q4: 1,715 shares; 2025Q1: 2,188 shares; 2025Q2: 2,136 shares; 2025Q3: 2,344 shares; 2025Q4: 2,588 shares; 2026Q1: 2,684 shares; 2026Q2: 2,495 shares 2,495 $1.41M 0.14% -189 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,199 shares; 2024Q4: 31,110 shares; 2025Q1: 30,956 shares; 2025Q2: 12,072 shares; 2025Q3: 12,080 shares; 2025Q4: 12,090 shares; 2026Q1: 12,095 shares; 2026Q2: 11,875 shares 11,875 $1.4M 0.14% -220 Timeline SCHY 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: 55,903 shares; 2024Q4: 46,579 shares; 2025Q1: 45,943 shares; 2025Q2: 45,544 shares; 2025Q3: 47,432 shares; 2025Q4: 46,405 shares; 2026Q1: 50,035 shares; 2026Q2: 43,654 shares 43,654 $1.39M 0.14% -6,381 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 13,350 shares; 2026Q2: 53,100 shares 53,100 $1.38M 0.14% +39,750 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,947 shares; 2025Q2: 87,292 shares; 2025Q3: 61,647 shares; 2025Q4: 46,847 shares; 2026Q1: 33,706 shares; 2026Q2: 29,312 shares 29,312 $1.34M 0.13% -4,394 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,026 shares; 2025Q3: 4,103 shares; 2025Q4: 4,235 shares; 2026Q1: 3,770 shares; 2026Q2: 3,738 shares 3,738 $1.33M 0.13% -32 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: 775 shares; 2024Q4: 695 shares; 2025Q1: 710 shares; 2025Q2: 836 shares; 2025Q3: 846 shares; 2025Q4: 946 shares; 2026Q1: 1,097 shares; 2026Q2: 1,093 shares 1,093 $1.31M 0.13% -4 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: 4,007 shares; 2024Q4: 3,281 shares; 2025Q1: 3,264 shares; 2025Q2: 3,284 shares; 2025Q3: 3,284 shares; 2025Q4: 3,270 shares; 2026Q1: 3,395 shares; 2026Q2: 3,505 shares 3,505 $1.29M 0.13% +110 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: not reported; 2024Q4: 851 shares; 2025Q1: 1,243 shares; 2025Q2: 1,367 shares; 2025Q3: 1,466 shares; 2025Q4: 1,647 shares; 2026Q1: 2,942 shares; 2026Q2: 3,004 shares 3,004 $1.26M 0.13% +62 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: 3,034 shares; 2024Q4: 3,038 shares; 2025Q1: 3,167 shares; 2025Q2: 3,397 shares; 2025Q3: 3,396 shares; 2025Q4: 3,385 shares; 2026Q1: 3,713 shares; 2026Q2: 3,731 shares 3,731 $1.26M 0.13% +18 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 42,858 shares 42,858 $1.26M 0.13% new 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: 16,205 shares; 2025Q2: 7,086 shares; 2025Q3: 7,442 shares; 2025Q4: 11,122 shares; 2026Q1: 14,897 shares; 2026Q2: 36,783 shares 36,783 $1.24M 0.12% +21,886 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,475 shares; 2024Q4: 13,678 shares; 2025Q1: 13,777 shares; 2025Q2: 13,835 shares; 2025Q3: 13,864 shares; 2025Q4: 13,894 shares; 2026Q1: 14,040 shares; 2026Q2: 14,010 shares 14,010 $1.23M 0.12% -30 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,378 shares; 2024Q4: 7,381 shares; 2025Q1: 7,384 shares; 2025Q2: 7,387 shares; 2025Q3: 7,389 shares; 2025Q4: 7,392 shares; 2026Q1: 7,394 shares; 2026Q2: 7,396 shares 7,396 $1.21M 0.12% +2 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: not reported; 2025Q1: 5,220 shares; 2025Q2: 5,589 shares; 2025Q3: 13,944 shares; 2025Q4: 20,692 shares; 2026Q1: 21,842 shares; 2026Q2: 15,694 shares 15,694 $1.19M 0.12% -6,148 Timeline SCHC 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: 100,028 shares; 2024Q4: 78,131 shares; 2025Q1: 57,817 shares; 2025Q2: 48,705 shares; 2025Q3: 40,579 shares; 2025Q4: 34,836 shares; 2026Q1: 25,958 shares; 2026Q2: 24,312 shares 24,312 $1.17M 0.12% -1,646 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 70,578 shares; 2026Q2: 62,266 shares 62,266 $1.13M 0.11% -8,312 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: 3,542 shares; 2024Q4: 3,542 shares; 2025Q1: 3,033 shares; 2025Q2: 3,037 shares; 2025Q3: 2,940 shares; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares; 2026Q2: 5,905 shares 5,905 $1.12M 0.11% +36 Timeline FNDE 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: 19,270 shares; 2025Q3: 69,060 shares; 2025Q4: 133,367 shares; 2026Q1: 40,167 shares; 2026Q2: 28,169 shares 28,169 $1.12M 0.11% -11,998 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: 20,776 shares; 2024Q4: 61,905 shares; 2025Q1: 65,073 shares; 2025Q2: 65,948 shares; 2025Q3: 61,518 shares; 2025Q4: 61,479 shares; 2026Q1: 62,871 shares; 2026Q2: 34,823 shares 34,823 $1.1M 0.11% -28,048 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,245 shares; 2024Q4: 55,499 shares; 2025Q1: 54,070 shares; 2025Q2: 51,885 shares; 2025Q3: 47,359 shares; 2025Q4: 45,331 shares; 2026Q1: 45,714 shares; 2026Q2: 34,595 shares 34,595 $1.1M 0.11% -11,119 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: 1,054 shares; 2024Q4: 915 shares; 2025Q1: 646 shares; 2025Q2: 817 shares; 2025Q3: 797 shares; 2025Q4: 866 shares; 2026Q1: 997 shares; 2026Q2: 1,029 shares 1,029 $1.1M 0.11% +32 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: 893 shares; 2024Q4: 857 shares; 2025Q1: 1,057 shares; 2025Q2: 1,097 shares; 2025Q3: 1,173 shares; 2025Q4: 895 shares; 2026Q1: 1,175 shares; 2026Q2: 1,154 shares 1,154 $1.08M 0.11% -21 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 14,605 shares; 2026Q1: 52,755 shares; 2026Q2: 42,650 shares 42,650 $1.08M 0.11% -10,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,587 shares; 2025Q3: 21,063 shares; 2025Q4: 20,507 shares; 2026Q1: 8,622 shares; 2026Q2: 4,795 shares 4,795 $1.05M 0.11% -3,827 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,195 shares; 2025Q1: 84,619 shares; 2025Q2: 112,561 shares; 2025Q3: 111,705 shares; 2025Q4: 82,464 shares; 2026Q1: 48,927 shares; 2026Q2: 34,236 shares 34,236 $1.05M 0.1% -14,691 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,902 shares; 2024Q4: 20,902 shares; 2025Q1: 21,028 shares; 2025Q2: 20,920 shares; 2025Q3: 20,970 shares; 2025Q4: 20,973 shares; 2026Q1: 21,713 shares; 2026Q2: 21,833 shares 21,833 $1.04M 0.1% +120 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: 6,347 shares; 2024Q4: 6,433 shares; 2025Q1: 5,463 shares; 2025Q2: 5,712 shares; 2025Q3: 4,848 shares; 2025Q4: 4,331 shares; 2026Q1: 4,264 shares; 2026Q2: 4,273 shares 4,273 $1.04M 0.1% +9 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: 3,294 shares; 2024Q4: 3,312 shares; 2025Q1: 3,671 shares; 2025Q2: 3,896 shares; 2025Q3: 4,084 shares; 2025Q4: 4,511 shares; 2026Q1: 6,844 shares; 2026Q2: 7,173 shares 7,173 $1M 0.1% +329 Timeline VHT 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: 7,168 shares; 2024Q4: 6,934 shares; 2025Q1: 6,735 shares; 2025Q2: 5,886 shares; 2025Q3: 5,464 shares; 2025Q4: 5,015 shares; 2026Q1: 5,148 shares; 2026Q2: 3,352 shares 3,352 $1M 0.1% -1,796 Timeline IVOG 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: 6,607 shares; 2024Q4: 6,659 shares; 2025Q1: 6,659 shares; 2025Q2: 6,659 shares; 2025Q3: 6,659 shares; 2025Q4: 6,701 shares; 2026Q1: 6,701 shares; 2026Q2: 6,701 shares 6,701 $980K 0.1% 0 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: 1,595 shares; 2024Q4: 1,523 shares; 2025Q1: 1,535 shares; 2025Q2: 1,560 shares; 2025Q3: 1,607 shares; 2025Q4: 1,646 shares; 2026Q1: 3,250 shares; 2026Q2: 3,428 shares 3,428 $964K 0.1% +178 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: 3,928 shares; 2024Q4: 3,929 shares; 2025Q1: 3,935 shares; 2025Q2: 3,932 shares; 2025Q3: 3,936 shares; 2025Q4: 3,945 shares; 2026Q1: 3,950 shares; 2026Q2: 3,954 shares 3,954 $961K 0.1% +4 Timeline IDVO 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: 8,497 shares; 2025Q3: 9,458 shares; 2025Q4: 11,447 shares; 2026Q1: 16,035 shares; 2026Q2: 21,570 shares 21,570 $906K 0.09% +5,535 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: not reported; 2025Q4: 4,864 shares; 2026Q1: 9,397 shares; 2026Q2: 17,110 shares 17,110 $903K 0.09% +7,713 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: 4,154 shares; 2024Q4: 4,351 shares; 2025Q1: 5,968 shares; 2025Q2: 5,671 shares; 2025Q3: 5,449 shares; 2025Q4: 4,917 shares; 2026Q1: 6,885 shares; 2026Q2: 6,928 shares 6,928 $890K 0.09% +43 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,363 shares; 2025Q1: 3,391 shares; 2025Q2: 3,346 shares; 2025Q3: 3,380 shares; 2025Q4: 3,446 shares; 2026Q1: 3,497 shares; 2026Q2: 3,383 shares 3,383 $881K 0.09% -114 Timeline VV 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,622 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,556 shares 2,556 $879K 0.09% -16 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 3,921 shares; 2025Q1: 3,921 shares; 2025Q2: 3,926 shares; 2025Q3: 3,934 shares; 2025Q4: 3,936 shares; 2026Q1: 4,034 shares; 2026Q2: 4,102 shares 4,102 $874K 0.09% +68 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: 9,822 shares; 2024Q4: 9,890 shares; 2025Q1: 9,926 shares; 2025Q2: 9,872 shares; 2025Q3: 9,932 shares; 2025Q4: 10,103 shares; 2026Q1: 10,202 shares; 2026Q2: 10,595 shares 10,595 $861K 0.09% +393 Timeline MGC 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: 3,065 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,052 shares; 2025Q4: 3,052 shares; 2026Q1: 3,049 shares; 2026Q2: 3,039 shares 3,039 $832K 0.08% -10 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: 3,386 shares; 2024Q4: 3,631 shares; 2025Q1: 3,839 shares; 2025Q2: 4,058 shares; 2025Q3: 4,064 shares; 2025Q4: 3,645 shares; 2026Q1: 3,848 shares; 2026Q2: 2,736 shares 2,736 $829K 0.08% -1,112 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: 3,661 shares; 2026Q1: 1,130 shares; 2026Q2: 704 shares 704 $813K 0.08% -426 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,990 shares; 2024Q4: 13,068 shares; 2025Q1: 13,108 shares; 2025Q2: 12,990 shares; 2025Q3: 13,048 shares; 2025Q4: 13,116 shares; 2026Q1: 13,162 shares; 2026Q2: 13,217 shares 13,217 $803K 0.08% +55 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: 21,967 shares; 2024Q4: 15,425 shares; 2025Q1: 14,148 shares; 2025Q2: 13,131 shares; 2025Q3: 13,081 shares; 2025Q4: 13,165 shares; 2026Q1: 13,040 shares; 2026Q2: 11,624 shares 11,624 $795K 0.08% -1,416 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: 3,867 shares; 2024Q4: 3,892 shares; 2025Q1: 3,893 shares; 2025Q2: 3,904 shares; 2025Q3: 3,888 shares; 2025Q4: 3,897 shares; 2026Q1: 3,904 shares; 2026Q2: 3,412 shares 3,412 $775K 0.08% -492 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: 3,180 shares; 2026Q2: 2,962 shares 2,962 $756K 0.08% -218 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: 621 shares; 2024Q4: not reported; 2025Q1: 969 shares; 2025Q2: 960 shares; 2025Q3: 990 shares; 2025Q4: 631 shares; 2026Q1: 1,594 shares; 2026Q2: 2,066 shares 2,066 $729K 0.07% +472 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: 585 shares; 2024Q4: 505 shares; 2025Q1: 732 shares; 2025Q2: 583 shares; 2025Q3: 607 shares; 2025Q4: 7,246 shares; 2026Q1: 9,897 shares; 2026Q2: 10,072 shares 10,072 $719K 0.07% +175 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: 1,646 shares; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,315 shares; 2026Q2: 1,219 shares 1,219 $708K 0.07% -96 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,381 shares; 2025Q3: 13,457 shares; 2025Q4: 13,609 shares; 2026Q1: 13,687 shares; 2026Q2: 13,802 shares 13,802 $698K 0.07% +115 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: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,040 shares 1,040 $682K 0.07% +10 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 2,894 shares; 2025Q1: 2,856 shares; 2025Q2: 2,859 shares; 2025Q3: 2,861 shares; 2025Q4: 3,023 shares; 2026Q1: 3,025 shares; 2026Q2: 3,027 shares 3,027 $670K 0.07% +2 Timeline FMUN 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: not reported; 2025Q3: not reported; 2025Q4: 11,125 shares; 2026Q1: 18,377 shares; 2026Q2: 13,202 shares 13,202 $666K 0.07% -5,175 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: 2,654 shares; 2026Q1: 2,670 shares; 2026Q2: 1,774 shares 1,774 $658K 0.07% -896 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: 43,848 shares; 2024Q4: 40,411 shares; 2025Q1: 30,518 shares; 2025Q2: 25,606 shares; 2025Q3: 21,350 shares; 2025Q4: 18,430 shares; 2026Q1: 13,401 shares; 2026Q2: 11,272 shares 11,272 $656K 0.07% -2,129 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: 5,000 shares; 2025Q2: 5,108 shares; 2025Q3: 5,250 shares; 2025Q4: 5,246 shares; 2026Q1: 5,278 shares; 2026Q2: 5,308 shares 5,308 $653K 0.07% +30 Timeline MGK 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: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,832 shares; 2025Q2: 1,600 shares; 2025Q3: 1,590 shares; 2025Q4: 1,516 shares; 2026Q1: 1,469 shares; 2026Q2: 7,335 shares 7,335 $645K 0.06% +5,866 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: 3,992 shares; 2026Q2: 12,349 shares 12,349 $641K 0.06% +8,357 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,968 shares; 2024Q4: 2,951 shares; 2025Q1: 2,941 shares; 2025Q2: 3,273 shares; 2025Q3: 2,938 shares; 2025Q4: 3,181 shares; 2026Q1: 4,051 shares; 2026Q2: 4,558 shares 4,558 $617K 0.06% +507 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: 1,301 shares; 2024Q4: 1,171 shares; 2025Q1: 1,142 shares; 2025Q2: 1,212 shares; 2025Q3: 1,361 shares; 2025Q4: 1,556 shares; 2026Q1: 1,777 shares; 2026Q2: 1,792 shares 1,792 $615K 0.06% +15 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,644 shares; 2026Q1: 1,886 shares; 2026Q2: 2,235 shares 2,235 $601K 0.06% +349 Timeline VPLS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,318 shares; 2026Q2: 7,681 shares 7,681 $596K 0.06% +1,363 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,510 shares; 2024Q4: 11,500 shares; 2025Q1: 11,440 shares; 2025Q2: 11,597 shares; 2025Q3: 11,637 shares; 2025Q4: 12,687 shares; 2026Q1: 14,017 shares; 2026Q2: 12,957 shares 12,957 $590K 0.06% -1,060 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,062 shares; 2026Q2: 11,644 shares 11,644 $582K 0.06% +7,582 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 6,481 shares; 2025Q1: 12,069 shares; 2025Q2: 13,062 shares; 2025Q3: 11,736 shares; 2025Q4: 12,159 shares; 2026Q1: 12,156 shares; 2026Q2: 10,538 shares 10,538 $565K 0.06% -1,618 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: 2,031 shares; 2024Q4: 2,040 shares; 2025Q1: 2,085 shares; 2025Q2: 2,083 shares; 2025Q3: 2,026 shares; 2025Q4: 1,852 shares; 2026Q1: 1,888 shares; 2026Q2: 1,997 shares 1,997 $543K 0.05% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,261 shares; 2025Q4: 4,401 shares; 2026Q1: 5,434 shares; 2026Q2: 6,240 shares 6,240 $539K 0.05% +806 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 2,586 shares; 2025Q4: 2,577 shares; 2026Q1: 2,583 shares; 2026Q2: 2,624 shares 2,624 $539K 0.05% +41 Timeline FNDX 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: 6,058 shares; 2024Q4: 17,787 shares; 2025Q1: 17,787 shares; 2025Q2: 17,017 shares; 2025Q3: 16,839 shares; 2025Q4: 16,652 shares; 2026Q1: 16,848 shares; 2026Q2: 17,279 shares 17,279 $537K 0.05% +431 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,098 shares; 2026Q2: 2,101 shares 2,101 $517K 0.05% +3 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: 7,921 shares; 2024Q4: 8,433 shares; 2025Q1: 8,482 shares; 2025Q2: 4,497 shares; 2025Q3: 4,659 shares; 2025Q4: 4,617 shares; 2026Q1: 5,851 shares; 2026Q2: 5,889 shares 5,889 $517K 0.05% +38 Timeline AVIV 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: 5,400 shares; 2026Q2: 6,425 shares 6,425 $497K 0.05% +1,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,215 shares; 2026Q1: 14,360 shares; 2026Q2: 9,790 shares 9,790 $487K 0.05% -4,570 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: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: 2,731 shares; 2026Q2: 2,760 shares 2,760 $487K 0.05% +29 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 1,181 shares; 2026Q1: 1,182 shares; 2026Q2: 1,183 shares 1,183 $484K 0.05% +1 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,913 shares; 2025Q1: 2,143 shares; 2025Q2: 1,863 shares; 2025Q3: 1,860 shares; 2025Q4: 1,901 shares; 2026Q1: 1,938 shares; 2026Q2: 1,905 shares 1,905 $473K 0.05% -33 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: 2,488 shares; 2024Q4: 2,439 shares; 2025Q1: 2,870 shares; 2025Q2: 2,827 shares; 2025Q3: 2,901 shares; 2025Q4: 3,063 shares; 2026Q1: 4,205 shares; 2026Q2: 3,219 shares 3,219 $472K 0.05% -986 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 995 shares; 2025Q1: 996 shares; 2025Q2: 1,031 shares; 2025Q3: 1,069 shares; 2025Q4: 1,090 shares; 2026Q1: 1,124 shares; 2026Q2: 1,158 shares 1,158 $472K 0.05% +34 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,318 shares; 2024Q4: 62,310 shares; 2025Q1: 59,364 shares; 2025Q2: 55,321 shares; 2025Q3: 35,312 shares; 2025Q4: 26,288 shares; 2026Q1: 25,569 shares; 2026Q2: 19,059 shares 19,059 $468K 0.05% -6,510 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO 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: 1,140 shares; 2025Q3: 1,429 shares; 2025Q4: 1,521 shares; 2026Q1: 1,357 shares; 2026Q2: 1,341 shares 1,341 $457K 0.05% -16 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: 776 shares; 2025Q3: 831 shares; 2025Q4: 989 shares; 2026Q1: 1,073 shares; 2026Q2: 1,072 shares 1,072 $457K 0.05% -1 Timeline FLOT 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: 8,923 shares 8,923 $456K 0.05% new 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: 4,209 shares; 2024Q4: 4,209 shares; 2025Q1: 4,209 shares; 2025Q2: 4,209 shares; 2025Q3: 4,209 shares; 2025Q4: 4,209 shares; 2026Q1: 4,369 shares; 2026Q2: 4,209 shares 4,209 $454K 0.05% -160 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,236 shares 3,236 $452K 0.05% new 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: not reported; 2026Q1: 1,116 shares; 2026Q2: 1,028 shares 1,028 $445K 0.04% -88 Timeline VTWG 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: 1,538 shares; 2024Q4: 1,538 shares; 2025Q1: 1,538 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,538 shares 1,538 $442K 0.04% 0 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL 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: 16,350 shares; 2026Q2: 16,350 shares 16,350 $426K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: 480 shares; 2025Q3: 496 shares; 2025Q4: 536 shares; 2026Q1: not reported; 2026Q2: 549 shares 549 $419K 0.04% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,555 shares; 2025Q1: 1,468 shares; 2025Q2: 969 shares; 2025Q3: 1,017 shares; 2025Q4: 1,005 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $407K 0.04% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,871 shares; 2025Q1: 3,871 shares; 2025Q2: 3,903 shares; 2025Q3: 3,903 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,352 shares 4,352 $406K 0.04% +308 Timeline QXO QXO INC More: the full row for QXO 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: 13,451 shares; 2026Q2: 23,236 shares 23,236 $402K 0.04% +9,785 Timeline HYDB 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: 9,124 shares; 2025Q4: 15,830 shares; 2026Q1: 13,773 shares; 2026Q2: 8,569 shares 8,569 $401K 0.04% -5,204 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,515 shares; 2024Q4: 2,299 shares; 2025Q1: 2,327 shares; 2025Q2: 2,322 shares; 2025Q3: 2,358 shares; 2025Q4: 2,414 shares; 2026Q1: 1,720 shares; 2026Q2: 1,774 shares 1,774 $397K 0.04% +54 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,168 shares; 2025Q3: 1,043 shares; 2025Q4: 1,044 shares; 2026Q1: 1,036 shares; 2026Q2: 1,006 shares 1,006 $396K 0.04% -30 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: 3,693 shares; 2025Q2: 3,201 shares; 2025Q3: 2,302 shares; 2025Q4: 2,208 shares; 2026Q1: 2,277 shares; 2026Q2: 2,329 shares 2,329 $396K 0.04% +52 Timeline VOE 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: 2,050 shares; 2024Q4: 2,083 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 2,087 shares; 2025Q4: 1,993 shares; 2026Q1: 1,995 shares; 2026Q2: 1,996 shares 1,996 $394K 0.04% +1 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,478 shares; 2024Q4: 4,508 shares; 2025Q1: 6,043 shares; 2025Q2: 5,862 shares; 2025Q3: 5,389 shares; 2025Q4: 5,715 shares; 2026Q1: 5,963 shares; 2026Q2: 2,502 shares 2,502 $392K 0.04% -3,461 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: 2,037 shares; 2024Q4: 2,019 shares; 2025Q1: 2,023 shares; 2025Q2: 2,038 shares; 2025Q3: 1,999 shares; 2025Q4: 1,990 shares; 2026Q1: 1,993 shares; 2026Q2: 1,775 shares 1,775 $378K 0.04% -218 Timeline IVOO 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: 3,073 shares; 2024Q4: 3,095 shares; 2025Q1: 2,908 shares; 2025Q2: 2,918 shares; 2025Q3: 2,926 shares; 2025Q4: 2,878 shares; 2026Q1: 2,885 shares; 2026Q2: 2,892 shares 2,892 $377K 0.04% +7 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: 4,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 4,019 shares; 2025Q4: 4,015 shares; 2026Q1: 3,917 shares; 2026Q2: 5,220 shares 5,220 $372K 0.04% +1,303 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,649 shares; 2025Q1: 1,608 shares; 2025Q2: 1,624 shares; 2025Q3: 1,681 shares; 2025Q4: 1,637 shares; 2026Q1: 1,682 shares; 2026Q2: 1,793 shares 1,793 $369K 0.04% +111 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: 3,125 shares; 2025Q2: 3,204 shares; 2025Q3: 3,330 shares; 2025Q4: 3,662 shares; 2026Q1: 4,376 shares; 2026Q2: 4,465 shares 4,465 $369K 0.04% +89 Timeline PAVE 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: 5,240 shares; 2024Q4: 6,806 shares; 2025Q1: 8,015 shares; 2025Q2: 7,733 shares; 2025Q3: 6,198 shares; 2025Q4: 5,992 shares; 2026Q1: 6,191 shares; 2026Q2: 6,224 shares 6,224 $367K 0.04% +33 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 6,682 shares; 2026Q2: 6,342 shares 6,342 $365K 0.04% -340 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: 2,427 shares; 2024Q4: 2,444 shares; 2025Q1: 2,484 shares; 2025Q2: 2,491 shares; 2025Q3: 2,366 shares; 2025Q4: 2,274 shares; 2026Q1: 2,277 shares; 2026Q2: 2,315 shares 2,315 $363K 0.04% +38 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: 7,988 shares; 2024Q4: 5,811 shares; 2025Q1: 5,764 shares; 2025Q2: 5,390 shares; 2025Q3: 4,710 shares; 2025Q4: 4,650 shares; 2026Q1: 4,647 shares; 2026Q2: 4,403 shares 4,403 $362K 0.04% -244 Timeline XT 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: 3,439 shares; 2025Q1: not reported; 2025Q2: 4,023 shares; 2025Q3: 4,023 shares; 2025Q4: 4,304 shares; 2026Q1: 4,304 shares; 2026Q2: 4,321 shares 4,321 $357K 0.04% +17 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 469 shares; 2025Q4: 598 shares; 2026Q1: 663 shares; 2026Q2: 687 shares 687 $357K 0.04% +24 Timeline DUSB 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: 7,001 shares; 2026Q2: 6,951 shares 6,951 $353K 0.04% -50 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: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 738 shares 738 $352K 0.04% +53 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,802 shares; 2025Q4: 1,925 shares; 2026Q1: 2,203 shares; 2026Q2: 2,389 shares 2,389 $342K 0.03% +186 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: 1,584 shares; 2024Q4: 1,506 shares; 2025Q1: 1,613 shares; 2025Q2: 1,675 shares; 2025Q3: 1,656 shares; 2025Q4: 2,056 shares; 2026Q1: 1,779 shares; 2026Q2: 1,830 shares 1,830 $338K 0.03% +51 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,187 shares; 2024Q4: 9,698 shares; 2025Q1: 12,524 shares; 2025Q2: 12,294 shares; 2025Q3: 11,667 shares; 2025Q4: 11,613 shares; 2026Q1: 12,789 shares; 2026Q2: 13,751 shares 13,751 $331K 0.03% +962 Timeline IDEF 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: 10,402 shares 10,402 $331K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,319 shares; 2025Q2: 2,350 shares; 2025Q3: 2,440 shares; 2025Q4: 2,545 shares; 2026Q1: 2,384 shares; 2026Q2: 2,647 shares 2,647 $329K 0.03% +263 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: 3,360 shares; 2024Q4: 3,395 shares; 2025Q1: 3,293 shares; 2025Q2: 3,324 shares; 2025Q3: 3,325 shares; 2025Q4: 3,415 shares; 2026Q1: 3,409 shares; 2026Q2: 3,404 shares 3,404 $328K 0.03% -5 Timeline JMUB 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: not reported; 2026Q2: 6,463 shares 6,463 $327K 0.03% new 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: 3,527 shares; 2024Q4: 3,557 shares; 2025Q1: 3,563 shares; 2025Q2: 3,576 shares; 2025Q3: 3,585 shares; 2025Q4: 3,618 shares; 2026Q1: 3,745 shares; 2026Q2: 3,761 shares 3,761 $322K 0.03% +16 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 467 shares; 2026Q2: 450 shares 450 $321K 0.03% -17 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: not reported; 2025Q3: not reported; 2025Q4: 673 shares; 2026Q1: 824 shares; 2026Q2: 853 shares 853 $319K 0.03% +29 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 738 shares 738 $318K 0.03% -524 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: 1,064 shares 1,064 $317K 0.03% new 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: 257 shares; 2026Q2: 265 shares 265 $311K 0.03% +8 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,590 shares; 2024Q4: 7,593 shares; 2025Q1: 6,293 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,406 shares; 2026Q1: 5,406 shares; 2026Q2: 5,044 shares 5,044 $309K 0.03% -362 Timeline 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: 6,837 shares; 2024Q4: 6,837 shares; 2025Q1: 6,837 shares; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,837 shares; 2026Q1: 6,837 shares; 2026Q2: 6,897 shares 6,897 $306K 0.03% +60 Timeline T AT&T INC More: the full row for AT&T 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: 14,610 shares 14,610 $302K 0.03% new 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: 34,602 shares; 2024Q4: 35,801 shares; 2025Q1: 27,982 shares; 2025Q2: 18,570 shares; 2025Q3: 9,532 shares; 2025Q4: 13,025 shares; 2026Q1: 8,062 shares; 2026Q2: 5,673 shares 5,673 $301K 0.03% -2,389 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 151 shares 151 $300K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $300K 0.03% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,683 shares; 2025Q2: 21,782 shares; 2025Q3: 14,487 shares; 2025Q4: 12,693 shares; 2026Q1: 8,091 shares; 2026Q2: 5,813 shares 5,813 $294K 0.03% -2,278 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: 1,253 shares; 2026Q2: 1,399 shares 1,399 $292K 0.03% +146 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: 431 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 435 shares; 2025Q4: 446 shares; 2026Q1: 564 shares; 2026Q2: 558 shares 558 $284K 0.03% -6 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 2,098 shares; 2025Q4: 2,252 shares; 2026Q1: 2,579 shares; 2026Q2: 3,060 shares 3,060 $282K 0.03% +481 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 1,623 shares; 2026Q1: 1,634 shares; 2026Q2: 1,647 shares 1,647 $278K 0.03% +13 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: 1,054 shares; 2026Q2: 1,068 shares 1,068 $273K 0.03% +14 Timeline IGEB 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: 4,810 shares; 2026Q2: 5,992 shares 5,992 $270K 0.03% +1,182 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: 275 shares 275 $265K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,198 shares 1,198 $265K 0.03% new 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: 5,244 shares; 2025Q1: 6,053 shares; 2025Q2: 6,814 shares; 2025Q3: 8,002 shares; 2025Q4: 10,119 shares; 2026Q1: 9,091 shares; 2026Q2: 7,875 shares 7,875 $262K 0.03% -1,216 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: 3,109 shares; 2024Q4: 1,211 shares; 2025Q1: 1,222 shares; 2025Q2: 1,265 shares; 2025Q3: 1,882 shares; 2025Q4: 1,248 shares; 2026Q1: 1,669 shares; 2026Q2: 1,205 shares 1,205 $261K 0.03% -464 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,438 shares; 2024Q4: 6,489 shares; 2025Q1: 6,534 shares; 2025Q2: 6,587 shares; 2025Q3: 6,751 shares; 2025Q4: 6,878 shares; 2026Q1: 7,087 shares; 2026Q2: 5,491 shares 5,491 $259K 0.03% -1,596 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: 21,090 shares; 2024Q4: 20,880 shares; 2025Q1: 17,540 shares; 2025Q2: 17,346 shares; 2025Q3: 12,432 shares; 2025Q4: 11,694 shares; 2026Q1: 10,868 shares; 2026Q2: 10,861 shares 10,861 $257K 0.03% -7 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,680 shares 5,680 $255K 0.03% new Timeline GLAS GLASS HOUSE BRANDS INC More: the full row for GLASS HOUSE BRANDS 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: 19,500 shares 19,500 $254K 0.03% new 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: 257 shares; 2026Q1: 694 shares; 2026Q2: 698 shares 698 $253K 0.03% +4 Timeline VTWO 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: 2,466 shares; 2024Q4: 3,538 shares; 2025Q1: 3,203 shares; 2025Q2: 3,133 shares; 2025Q3: 2,073 shares; 2025Q4: 2,075 shares; 2026Q1: 2,077 shares; 2026Q2: 2,079 shares 2,079 $252K 0.03% +2 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: 2,303 shares; 2025Q3: 2,312 shares; 2025Q4: 2,332 shares; 2026Q1: 2,342 shares; 2026Q2: 2,357 shares 2,357 $251K 0.03% +15 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 2,456 shares; 2025Q2: 2,407 shares; 2025Q3: 1,598 shares; 2025Q4: 1,595 shares; 2026Q1: 2,090 shares; 2026Q2: 2,180 shares 2,180 $249K 0.02% +90 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,265 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,375 shares 3,375 $248K 0.02% new Timeline SCHZ 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: 18,810 shares; 2024Q4: 28,114 shares; 2025Q1: 25,416 shares; 2025Q2: 24,229 shares; 2025Q3: 23,818 shares; 2025Q4: 17,612 shares; 2026Q1: 14,161 shares; 2026Q2: 10,645 shares 10,645 $246K 0.02% -3,516 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: not reported; 2026Q1: not reported; 2026Q2: 9,537 shares 9,537 $244K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 1,989 shares; 2026Q2: 2,200 shares 2,200 $243K 0.02% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 1,292 shares; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $243K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 4,112 shares; 2025Q1: 4,542 shares; 2025Q2: 4,589 shares; 2025Q3: 3,894 shares; 2025Q4: 3,938 shares; 2026Q1: 3,938 shares; 2026Q2: 2,527 shares 2,527 $241K 0.02% -1,411 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: 11,568 shares; 2026Q1: 11,615 shares; 2026Q2: 11,663 shares 11,663 $241K 0.02% +48 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 1,239 shares 1,239 $240K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 674 shares; 2026Q1: 727 shares; 2026Q2: 692 shares 692 $238K 0.02% -35 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,304 shares; 2024Q4: 33,582 shares; 2025Q1: 26,899 shares; 2025Q2: 22,918 shares; 2025Q3: 10,104 shares; 2025Q4: 7,689 shares; 2026Q1: 5,571 shares; 2026Q2: 4,704 shares 4,704 $237K 0.02% -867 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 251 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $236K 0.02% new 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: not reported; 2026Q2: 2,484 shares 2,484 $235K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 405 shares; 2026Q1: 412 shares; 2026Q2: 461 shares 461 $235K 0.02% +49 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 3,337 shares; 2026Q1: 3,721 shares; 2026Q2: 3,862 shares 3,862 $232K 0.02% +141 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $230K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,231 shares; 2025Q1: 2,018 shares; 2025Q2: 1,303 shares; 2025Q3: 887 shares; 2025Q4: 542 shares; 2026Q1: not reported; 2026Q2: 759 shares 759 $228K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,536 shares; 2026Q2: 4,887 shares 4,887 $228K 0.02% +351 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: not reported; 2025Q3: not reported; 2025Q4: 904 shares; 2026Q1: 1,264 shares; 2026Q2: 1,035 shares 1,035 $226K 0.02% -229 Timeline IBB 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: 1,186 shares; 2026Q2: 1,187 shares 1,187 $226K 0.02% +1 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $222K 0.02% new 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: 2,385 shares; 2024Q4: 2,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares; 2026Q2: 2,059 shares 2,059 $221K 0.02% -290 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: 4,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,666 shares 3,666 $219K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 377 shares; 2026Q2: 413 shares 413 $217K 0.02% +36 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 1,687 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $217K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,573 shares 1,573 $215K 0.02% new Timeline MDYV 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: 2,821 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,652 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares 2,260 $214K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 3,233 shares; 2026Q2: 3,233 shares 3,233 $214K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,580 shares 2,580 $214K 0.02% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 1,051 shares 1,051 $213K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: not reported; 2026Q2: 2,224 shares 2,224 $213K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,420 shares; 2026Q2: 1,435 shares 1,435 $210K 0.02% +15 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 742 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 712 shares 712 $209K 0.02% new Timeline GOVT 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: 8,966 shares 8,966 $204K 0.02% new Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,215 shares; 2024Q4: 12,215 shares; 2025Q1: 12,215 shares; 2025Q2: 12,215 shares; 2025Q3: 12,215 shares; 2025Q4: 12,215 shares; 2026Q1: 12,215 shares; 2026Q2: 12,215 shares 12,215 $163K 0.02% 0 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,171 shares; 2026Q2: 18,177 shares 18,177 $159K 0.02% +6 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,500 shares; 2025Q4: 14,700 shares; 2026Q1: 14,400 shares; 2026Q2: 14,510 shares 14,510 $118K 0.01% +110 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 16,100 shares; 2026Q2: 11,690 shares 11,690 $68.7K 0.01% -4,410 Timeline TELA TELA BIO INC More: the full row for TELA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 12,500 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 111,318 shares; 2026Q1: 118,178 shares; 2026Q2: 90,906 shares 90,906 $68.2K 0.01% -27,272 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 8,500 shares 8,500 $43.1K <0.01% new Timeline