IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,311 shares; 2024Q4: 24,335 shares; 2025Q1: 22,849 shares; 2025Q2: 22,509 shares; 2025Q3: 22,303 shares; 2025Q4: 21,952 shares; 2026Q1: 23,027 shares; 2026Q2: 24,062 shares 24,062 $18M 15.07% +1,035 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: 117,693 shares; 2024Q4: 83,199 shares; 2025Q1: 82,517 shares; 2025Q2: 80,624 shares; 2025Q3: 83,578 shares; 2025Q4: 85,104 shares; 2026Q1: 89,427 shares; 2026Q2: 96,254 shares 96,254 $6.86M 5.74% +6,827 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: 94,292 shares; 2024Q4: 64,994 shares; 2025Q1: 63,404 shares; 2025Q2: 63,203 shares; 2025Q3: 63,303 shares; 2025Q4: 63,827 shares; 2026Q1: 64,860 shares; 2026Q2: 66,116 shares 66,116 $5.1M 4.27% +1,256 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,766 shares; 2024Q4: 125,082 shares; 2025Q1: 121,552 shares; 2025Q2: 119,727 shares; 2025Q3: 122,075 shares; 2025Q4: 113,498 shares; 2026Q1: 115,676 shares; 2026Q2: 118,926 shares 118,926 $4.7M 3.93% +3,250 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: 50,697 shares; 2024Q4: 143,185 shares; 2025Q1: 142,733 shares; 2025Q2: 147,564 shares; 2025Q3: 145,850 shares; 2025Q4: 146,022 shares; 2026Q1: 147,172 shares; 2026Q2: 148,227 shares 148,227 $4.36M 3.65% +1,055 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: 17,962 shares; 2024Q4: 22,088 shares; 2025Q1: 25,343 shares; 2025Q2: 25,881 shares; 2025Q3: 31,395 shares; 2025Q4: 34,526 shares; 2026Q1: 39,262 shares; 2026Q2: 46,521 shares 46,521 $4.09M 3.42% +7,259 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: 38,333 shares; 2024Q4: 36,702 shares; 2025Q1: 51,093 shares; 2025Q2: 58,902 shares; 2025Q3: 59,697 shares; 2025Q4: 56,385 shares; 2026Q1: 64,265 shares; 2026Q2: 75,534 shares 75,534 $3.86M 3.23% +11,269 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,076 shares; 2024Q4: 26,185 shares; 2025Q1: 24,641 shares; 2025Q2: 24,149 shares; 2025Q3: 26,343 shares; 2025Q4: 26,950 shares; 2026Q1: 27,841 shares; 2026Q2: 26,986 shares 26,986 $3.17M 2.65% -855 Timeline SCHO 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: 57,372 shares; 2024Q4: 108,765 shares; 2025Q1: 130,668 shares; 2025Q2: 123,874 shares; 2025Q3: 116,390 shares; 2025Q4: 118,758 shares; 2026Q1: 122,889 shares; 2026Q2: 129,546 shares 129,546 $3.13M 2.62% +6,657 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,724 shares; 2024Q4: 30,569 shares; 2025Q1: 29,565 shares; 2025Q2: 27,644 shares; 2025Q3: 28,911 shares; 2025Q4: 29,275 shares; 2026Q1: 29,731 shares; 2026Q2: 29,727 shares 29,727 $2.87M 2.4% -4 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: 13,577 shares; 2024Q4: 36,089 shares; 2025Q1: 43,957 shares; 2025Q2: 44,612 shares; 2025Q3: 51,479 shares; 2025Q4: 52,307 shares; 2026Q1: 63,007 shares; 2026Q2: 77,113 shares 77,113 $2.68M 2.25% +14,106 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: 65,125 shares; 2024Q4: 106,080 shares; 2025Q1: 103,891 shares; 2025Q2: 101,678 shares; 2025Q3: 105,739 shares; 2025Q4: 108,340 shares; 2026Q1: 109,446 shares; 2026Q2: 114,721 shares 114,721 $2.65M 2.22% +5,275 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,112 shares; 2024Q4: 25,623 shares; 2025Q1: 25,205 shares; 2025Q2: 24,762 shares; 2025Q3: 26,475 shares; 2025Q4: 28,794 shares; 2026Q1: 29,748 shares; 2026Q2: 30,672 shares 30,672 $2.42M 2.03% +924 Timeline AVSC 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: not reported; 2026Q2: 31,344 shares 31,344 $2.3M 1.92% 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: 21,608 shares; 2024Q4: 22,241 shares; 2025Q1: 21,690 shares; 2025Q2: 21,102 shares; 2025Q3: 22,335 shares; 2025Q4: 22,804 shares; 2026Q1: 22,880 shares; 2026Q2: 23,876 shares 23,876 $2.26M 1.89% +996 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: 5,673 shares; 2024Q4: 5,676 shares; 2025Q1: 5,680 shares; 2025Q2: 5,690 shares; 2025Q3: 5,691 shares; 2025Q4: 5,693 shares; 2026Q1: 5,765 shares; 2026Q2: 5,694 shares 5,694 $2.11M 1.76% -71 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,180 shares; 2025Q1: 2,072 shares; 2025Q2: 2,119 shares; 2025Q3: 2,127 shares; 2025Q4: 2,209 shares; 2026Q1: 2,328 shares; 2026Q2: 2,803 shares 2,803 $2.06M 1.73% +475 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,245 shares; 2024Q4: 20,352 shares; 2025Q1: 20,097 shares; 2025Q2: 18,109 shares; 2025Q3: 18,829 shares; 2025Q4: 19,759 shares; 2026Q1: 19,577 shares; 2026Q2: 19,948 shares 19,948 $2.01M 1.68% +371 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: 14,332 shares; 2024Q4: 47,562 shares; 2025Q1: 47,898 shares; 2025Q2: 50,718 shares; 2025Q3: 53,198 shares; 2025Q4: 53,352 shares; 2026Q1: 56,117 shares; 2026Q2: 54,302 shares 54,302 $2M 1.67% -1,815 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: 10,444 shares; 2024Q4: 36,474 shares; 2025Q1: 41,598 shares; 2025Q2: 46,434 shares; 2025Q3: 49,022 shares; 2025Q4: 49,338 shares; 2026Q1: 52,001 shares; 2026Q2: 57,883 shares 57,883 $1.84M 1.54% +5,882 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,510 shares; 2024Q4: 23,500 shares; 2025Q1: 20,317 shares; 2025Q2: 20,711 shares; 2025Q3: 21,262 shares; 2025Q4: 21,068 shares; 2026Q1: 24,856 shares; 2026Q2: 35,339 shares 35,339 $1.74M 1.45% +10,483 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: 24,228 shares; 2024Q4: 24,230 shares; 2025Q1: 22,726 shares; 2025Q2: 22,627 shares; 2025Q3: 19,655 shares; 2025Q4: 19,125 shares; 2026Q1: 19,789 shares; 2026Q2: 18,940 shares 18,940 $1.43M 1.2% -849 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,535 shares; 2024Q4: 7,844 shares; 2025Q1: 9,355 shares; 2025Q2: 11,169 shares; 2025Q3: 12,210 shares; 2025Q4: 12,086 shares; 2026Q1: 11,686 shares; 2026Q2: 11,486 shares 11,486 $1.34M 1.13% -200 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: 4,863 shares; 2024Q4: 5,230 shares; 2025Q1: 6,059 shares; 2025Q2: 5,869 shares; 2025Q3: 6,315 shares; 2025Q4: 5,986 shares; 2026Q1: 6,978 shares; 2026Q2: 8,997 shares 8,997 $1.33M 1.12% +2,019 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,499 shares; 2024Q4: 19,652 shares; 2025Q1: 20,881 shares; 2025Q2: 21,560 shares; 2025Q3: 22,316 shares; 2025Q4: 24,859 shares; 2026Q1: 21,526 shares; 2026Q2: 21,473 shares 21,473 $1.08M 0.9% -53 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: 811 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 10,635 shares; 2025Q3: 10,635 shares; 2025Q4: 10,635 shares; 2026Q1: 10,635 shares; 2026Q2: 10,635 shares 10,635 $979K 0.82% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,714 shares; 2024Q4: 2,717 shares; 2025Q1: 2,720 shares; 2025Q2: 2,655 shares; 2025Q3: 2,658 shares; 2025Q4: 2,680 shares; 2026Q1: 2,674 shares; 2026Q2: 11,404 shares 11,404 $919K 0.77% +8,730 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $906K 0.76% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,957 shares; 2024Q4: 9,006 shares; 2025Q1: 9,058 shares; 2025Q2: 9,111 shares; 2025Q3: 9,167 shares; 2025Q4: 9,228 shares; 2026Q1: 9,278 shares; 2026Q2: 9,333 shares 9,333 $856K 0.72% +55 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,939 shares; 2026Q2: 5,516 shares 5,516 $809K 0.68% +2,577 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: 2,380 shares; 2024Q4: 10,616 shares; 2025Q1: 10,997 shares; 2025Q2: 11,038 shares; 2025Q3: 13,490 shares; 2025Q4: 13,541 shares; 2026Q1: 20,313 shares; 2026Q2: 23,294 shares 23,294 $788K 0.66% +2,981 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 1,025 shares; 2025Q1: 1,029 shares; 2025Q2: 1,036 shares; 2025Q3: 871 shares; 2025Q4: 1,063 shares; 2026Q1: 1,088 shares; 2026Q2: 1,079 shares 1,079 $741K 0.62% -9 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: 15,546 shares; 2024Q4: 31,345 shares; 2025Q1: 20,234 shares; 2025Q2: 21,562 shares; 2025Q3: 22,815 shares; 2025Q4: 23,415 shares; 2026Q1: 30,863 shares; 2026Q2: 24,605 shares 24,605 $682K 0.57% -6,258 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,642 shares; 2024Q4: 7,803 shares; 2025Q1: 7,930 shares; 2025Q2: 8,077 shares; 2025Q3: 8,216 shares; 2025Q4: 8,318 shares; 2026Q1: 8,724 shares; 2026Q2: 8,826 shares 8,826 $635K 0.53% +102 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: 9,469 shares; 2024Q4: 9,496 shares; 2025Q1: 9,466 shares; 2025Q2: 9,469 shares; 2025Q3: 9,475 shares; 2025Q4: 9,477 shares; 2026Q1: 9,852 shares; 2026Q2: 10,079 shares 10,079 $602K 0.5% +227 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: 2,355 shares; 2024Q4: 2,368 shares; 2025Q1: 1,975 shares; 2025Q2: 1,725 shares; 2025Q3: 1,729 shares; 2025Q4: 1,737 shares; 2026Q1: 1,741 shares; 2026Q2: 1,745 shares 1,745 $600K 0.5% +4 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,123 shares; 2025Q4: 26,265 shares; 2026Q1: 26,270 shares; 2026Q2: 20,631 shares 20,631 $570K 0.48% -5,639 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,715 shares; 2024Q4: 1,666 shares; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,383 shares; 2025Q4: 1,411 shares; 2026Q1: 1,792 shares; 2026Q2: 2,840 shares 2,840 $568K 0.48% +1,048 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 1,387 shares; 2025Q3: 1,430 shares; 2025Q4: 1,519 shares; 2026Q1: 1,585 shares; 2026Q2: 2,111 shares 2,111 $536K 0.45% +526 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,378 shares; 2025Q1: 2,258 shares; 2025Q2: 2,209 shares; 2025Q3: 2,193 shares; 2025Q4: 2,173 shares; 2026Q1: 2,289 shares; 2026Q2: 2,234 shares 2,234 $532K 0.45% -55 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 467 shares; 2026Q1: 468 shares; 2026Q2: 495 shares 495 $527K 0.44% +27 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,248 shares 16,248 $511K 0.43% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,902 shares; 2024Q4: 5,362 shares; 2025Q1: 5,945 shares; 2025Q2: 6,868 shares; 2025Q3: 7,574 shares; 2025Q4: 7,651 shares; 2026Q1: 7,722 shares; 2026Q2: 8,108 shares 8,108 $502K 0.42% +386 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,919 shares; 2025Q1: 1,867 shares; 2025Q2: 1,882 shares; 2025Q3: 1,877 shares; 2025Q4: 1,889 shares; 2026Q1: 1,991 shares; 2026Q2: 1,993 shares 1,993 $502K 0.42% +2 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,336 shares; 2024Q4: 7,274 shares; 2025Q1: 7,974 shares; 2025Q2: 8,040 shares; 2025Q3: 8,050 shares; 2025Q4: 11,570 shares; 2026Q1: 11,728 shares; 2026Q2: 11,768 shares 11,768 $498K 0.42% +40 Timeline HACK 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: 6,517 shares; 2024Q4: 4,671 shares; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,313 shares; 2025Q4: 4,415 shares; 2026Q1: 4,546 shares; 2026Q2: 4,611 shares 4,611 $484K 0.4% +65 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,595 shares 1,595 $483K 0.4% new 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: 4,597 shares; 2024Q4: 4,144 shares; 2025Q1: 3,961 shares; 2025Q2: 3,978 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares; 2026Q1: 4,217 shares; 2026Q2: 4,230 shares 4,230 $479K 0.4% +13 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,047 shares; 2024Q4: 3,341 shares; 2025Q1: 3,235 shares; 2025Q2: 3,237 shares; 2025Q3: 3,962 shares; 2025Q4: 3,966 shares; 2026Q1: 3,969 shares; 2026Q2: 3,972 shares 3,972 $473K 0.4% +3 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 5,768 shares; 2025Q1: 5,925 shares; 2025Q2: 5,523 shares; 2025Q3: 6,165 shares; 2025Q4: 6,302 shares; 2026Q1: 7,304 shares; 2026Q2: 7,401 shares 7,401 $460K 0.39% +97 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,552 shares; 2024Q4: 14,043 shares; 2025Q1: 13,680 shares; 2025Q2: 13,297 shares; 2025Q3: 12,845 shares; 2025Q4: 12,681 shares; 2026Q1: 11,832 shares; 2026Q2: 11,949 shares 11,949 $457K 0.38% +117 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: 1,287 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $456K 0.38% 0 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: 5,817 shares; 2024Q4: 10,962 shares; 2025Q1: 11,332 shares; 2025Q2: 11,738 shares; 2025Q3: 12,773 shares; 2025Q4: 12,621 shares; 2026Q1: 12,499 shares; 2026Q2: 12,415 shares 12,415 $449K 0.38% -84 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,255 shares; 2025Q4: 1,256 shares; 2026Q1: 1,257 shares; 2026Q2: 1,262 shares 1,262 $446K 0.37% +5 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: 4,459 shares; 2024Q4: 5,121 shares; 2025Q1: 5,257 shares; 2025Q2: 5,265 shares; 2025Q3: 6,783 shares; 2025Q4: 6,801 shares; 2026Q1: 6,813 shares; 2026Q2: 6,828 shares 6,828 $415K 0.35% +15 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: 753 shares; 2024Q4: 522 shares; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 494 shares; 2025Q4: 470 shares; 2026Q1: 542 shares; 2026Q2: 1,074 shares 1,074 $401K 0.34% +532 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,212 shares; 2025Q3: 3,083 shares; 2025Q4: 3,096 shares; 2026Q1: 3,327 shares; 2026Q2: 3,338 shares 3,338 $392K 0.33% +11 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: not reported; 2026Q2: 327 shares 327 $385K 0.32% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,364 shares; 2024Q4: 2,331 shares; 2025Q1: 2,341 shares; 2025Q2: 2,664 shares; 2025Q3: 2,859 shares; 2025Q4: 2,878 shares; 2026Q1: 2,895 shares; 2026Q2: 2,910 shares 2,910 $374K 0.31% +15 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: 646 shares; 2024Q4: 849 shares; 2025Q1: 875 shares; 2025Q2: 893 shares; 2025Q3: 763 shares; 2025Q4: 772 shares; 2026Q1: 727 shares; 2026Q2: 724 shares 724 $362K 0.3% -3 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: 8,647 shares; 2024Q4: 8,880 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 9,315 shares; 2025Q4: 9,566 shares; 2026Q1: 11,736 shares; 2026Q2: 9,860 shares 9,860 $358K 0.3% -1,876 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,293 shares; 2025Q2: 16,800 shares; 2025Q3: 17,082 shares; 2025Q4: 18,196 shares; 2026Q1: 18,151 shares; 2026Q2: 21,421 shares 21,421 $351K 0.29% +3,270 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: 4,287 shares; 2024Q4: 4,326 shares; 2025Q1: 4,364 shares; 2025Q2: 4,435 shares; 2025Q3: 4,708 shares; 2025Q4: 5,913 shares; 2026Q1: 5,955 shares; 2026Q2: 5,995 shares 5,995 $345K 0.29% +40 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: 2,682 shares; 2024Q4: not reported; 2025Q1: 2,877 shares; 2025Q2: 3,242 shares; 2025Q3: 3,610 shares; 2025Q4: 3,677 shares; 2026Q1: 3,918 shares; 2026Q2: 3,936 shares 3,936 $345K 0.29% +18 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,857 shares; 2024Q4: 41,080 shares; 2025Q1: 42,127 shares; 2025Q2: 42,233 shares; 2025Q3: 44,437 shares; 2025Q4: 46,218 shares; 2026Q1: 48,255 shares; 2026Q2: 6,819 shares 6,819 $345K 0.29% -41,436 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: 9,896 shares; 2024Q4: 9,993 shares; 2025Q1: 8,701 shares; 2025Q2: 7,358 shares; 2025Q3: 7,389 shares; 2025Q4: 7,032 shares; 2026Q1: 6,137 shares; 2026Q2: 6,784 shares 6,784 $344K 0.29% +647 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: 1,757 shares; 2024Q4: 1,662 shares; 2025Q1: 1,613 shares; 2025Q2: 1,617 shares; 2025Q3: 1,621 shares; 2025Q4: 1,589 shares; 2026Q1: 1,588 shares; 2026Q2: 1,593 shares 1,593 $339K 0.28% +5 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: 1,002 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $327K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares; 2026Q1: 5,254 shares; 2026Q2: 6,202 shares 6,202 $325K 0.27% +948 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,529 shares; 2025Q2: 10,817 shares; 2025Q3: 11,210 shares; 2025Q4: 12,081 shares; 2026Q1: 12,020 shares; 2026Q2: 15,036 shares 15,036 $317K 0.26% +3,016 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,134 shares 4,134 $313K 0.26% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,690 shares; 2024Q4: 6,873 shares; 2025Q1: 6,939 shares; 2025Q2: 6,849 shares; 2025Q3: 6,588 shares; 2025Q4: 6,736 shares; 2026Q1: 6,705 shares; 2026Q2: 6,666 shares 6,666 $308K 0.26% -39 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,230 shares; 2024Q4: 7,557 shares; 2025Q1: 6,650 shares; 2025Q2: 6,624 shares; 2025Q3: 6,666 shares; 2025Q4: 6,838 shares; 2026Q1: 7,031 shares; 2026Q2: 6,671 shares 6,671 $308K 0.26% -360 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,715 shares; 2025Q1: 1,723 shares; 2025Q2: 1,686 shares; 2025Q3: 1,692 shares; 2025Q4: 1,938 shares; 2026Q1: 1,906 shares; 2026Q2: 1,914 shares 1,914 $306K 0.26% +8 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: 804 shares; 2026Q2: 805 shares 805 $304K 0.25% +1 Timeline QYLD 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: 13,110 shares; 2025Q2: 14,783 shares; 2025Q3: 15,055 shares; 2025Q4: 15,913 shares; 2026Q1: 16,182 shares; 2026Q2: 16,404 shares 16,404 $302K 0.25% +222 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: 1,869 shares; 2024Q4: 1,153 shares; 2025Q1: 1,138 shares; 2025Q2: 1,139 shares; 2025Q3: 1,140 shares; 2025Q4: 1,062 shares; 2026Q1: 1,151 shares; 2026Q2: 1,034 shares 1,034 $299K 0.25% -117 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,941 shares; 2025Q3: 10,287 shares; 2025Q4: 10,655 shares; 2026Q1: 11,292 shares; 2026Q2: 14,355 shares 14,355 $297K 0.25% +3,063 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,056 shares; 2025Q2: 10,466 shares; 2025Q3: 10,900 shares; 2025Q4: 11,794 shares; 2026Q1: 11,727 shares; 2026Q2: 14,447 shares 14,447 $296K 0.25% +2,720 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 6,058 shares; 2025Q1: 5,298 shares; 2025Q2: 5,263 shares; 2025Q3: 5,162 shares; 2025Q4: 4,808 shares; 2026Q1: 4,848 shares; 2026Q2: 4,927 shares 4,927 $291K 0.24% +79 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,987 shares; 2024Q4: 3,848 shares; 2025Q1: 3,402 shares; 2025Q2: 3,411 shares; 2025Q3: 3,347 shares; 2025Q4: 3,392 shares; 2026Q1: 3,440 shares; 2026Q2: 3,531 shares 3,531 $290K 0.24% +91 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 4,008 shares; 2026Q2: 4,008 shares 4,008 $280K 0.23% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,649 shares; 2025Q1: 1,654 shares; 2025Q2: 1,659 shares; 2025Q3: 1,664 shares; 2025Q4: 1,669 shares; 2026Q1: 1,673 shares; 2026Q2: 1,677 shares 1,677 $275K 0.23% +4 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: 8,816 shares; 2024Q4: 10,391 shares; 2025Q1: 9,743 shares; 2025Q2: 10,246 shares; 2025Q3: 10,517 shares; 2025Q4: 10,913 shares; 2026Q1: 10,876 shares; 2026Q2: 11,380 shares 11,380 $274K 0.23% +504 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,237 shares; 2025Q1: 2,247 shares; 2025Q2: 2,291 shares; 2025Q3: 2,579 shares; 2025Q4: 2,643 shares; 2026Q1: 2,656 shares; 2026Q2: 2,668 shares 2,668 $273K 0.23% +12 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: 1,963 shares; 2024Q4: 1,125 shares; 2025Q1: 1,127 shares; 2025Q2: 1,141 shares; 2025Q3: 1,115 shares; 2025Q4: 1,120 shares; 2026Q1: 1,122 shares; 2026Q2: 1,125 shares 1,125 $266K 0.22% +3 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: 6,249 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,122 shares; 2025Q4: 3,176 shares; 2026Q1: 3,837 shares; 2026Q2: 3,200 shares 3,200 $265K 0.22% -637 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,811 shares; 2025Q1: 2,661 shares; 2025Q2: 2,714 shares; 2025Q3: 2,757 shares; 2025Q4: 2,709 shares; 2026Q1: 2,731 shares; 2026Q2: 2,748 shares 2,748 $265K 0.22% +17 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 437 shares 437 $254K 0.21% new Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,042 shares; 2024Q4: 8,847 shares; 2025Q1: 8,847 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,805 shares; 2026Q1: 8,805 shares; 2026Q2: 8,805 shares 8,805 $254K 0.21% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 106 shares 106 $241K 0.2% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,773 shares; 2025Q1: 1,835 shares; 2025Q2: 1,661 shares; 2025Q3: 1,818 shares; 2025Q4: 1,830 shares; 2026Q1: 1,837 shares; 2026Q2: 1,524 shares 1,524 $241K 0.2% -313 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,984 shares; 2024Q4: 4,972 shares; 2025Q1: 4,428 shares; 2025Q2: 4,378 shares; 2025Q3: 4,411 shares; 2025Q4: 4,459 shares; 2026Q1: 4,657 shares; 2026Q2: 4,748 shares 4,748 $240K 0.2% +91 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $240K 0.2% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,471 shares 3,471 $234K 0.2% +71 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: not reported; 2024Q4: 4,001 shares; 2025Q1: 4,557 shares; 2025Q2: 4,587 shares; 2025Q3: 1,941 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 1,997 shares 1,997 $233K 0.19% -43 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309 shares; 2025Q4: 310 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $232K 0.19% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,351 shares 4,351 $232K 0.19% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 3,096 shares; 2026Q2: 3,109 shares 3,109 $231K 0.19% +13 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,447 shares 4,447 $224K 0.19% new 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: not reported; 2026Q1: not reported; 2026Q2: 595 shares 595 $222K 0.19% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,253 shares; 2024Q4: 11,217 shares; 2025Q1: 11,282 shares; 2025Q2: 8,620 shares; 2025Q3: 8,772 shares; 2025Q4: 8,889 shares; 2026Q1: 8,787 shares; 2026Q2: 8,859 shares 8,859 $222K 0.19% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 981 shares 981 $217K 0.18% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,058 shares; 2026Q2: 1,499 shares 1,499 $214K 0.18% -559 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $212K 0.18% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,504 shares; 2026Q1: not reported; 2026Q2: 7,742 shares 7,742 $211K 0.18% new 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: 2,878 shares; 2024Q4: 2,896 shares; 2025Q1: 2,914 shares; 2025Q2: 2,933 shares; 2025Q3: 3,090 shares; 2025Q4: 3,107 shares; 2026Q1: 3,120 shares; 2026Q2: 1,537 shares 1,537 $210K 0.18% -1,583 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT 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: 2,159 shares 2,159 $208K 0.17% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,309 shares; 2026Q2: 8,769 shares 8,769 $208K 0.17% -540 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,371 shares 2,371 $203K 0.17% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,549 shares 1,549 $202K 0.17% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 17,022 shares; 2025Q4: 15,381 shares; 2026Q1: 16,313 shares; 2026Q2: 16,320 shares 16,320 $194K 0.16% +7 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,290 shares 11,290 $188K 0.16% new Timeline RYLD 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: 10,016 shares; 2025Q2: 10,216 shares; 2025Q3: 10,420 shares; 2025Q4: 10,514 shares; 2026Q1: 10,709 shares; 2026Q2: 10,854 shares 10,854 $174K 0.15% +145 Timeline