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: 57,048 shares; 2024Q4: 58,624 shares; 2025Q1: 393,209 shares; 2025Q2: 427,572 shares; 2025Q3: 451,260 shares; 2025Q4: 458,668 shares; 2026Q1: 477,901 shares; 2026Q2: 527,085 shares 527,085 $112M 5.84% +49,184 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407,488 shares; 2024Q4: 1,315,095 shares; 2025Q1: 1,415,648 shares; 2025Q2: 1,479,587 shares; 2025Q3: 1,534,530 shares; 2025Q4: 1,552,845 shares; 2026Q1: 1,530,376 shares; 2026Q2: 1,666,456 shares 1,666,456 $94.1M 4.91% +136,080 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,053 shares; 2024Q4: 592,467 shares; 2025Q1: 585,327 shares; 2025Q2: 598,563 shares; 2025Q3: 599,825 shares; 2025Q4: 586,634 shares; 2026Q1: 592,851 shares; 2026Q2: 623,515 shares 623,515 $73M 3.8% +30,664 Timeline AVLV 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: 623,789 shares; 2024Q4: 622,599 shares; 2025Q1: 628,533 shares; 2025Q2: 654,293 shares; 2025Q3: 664,330 shares; 2025Q4: 680,847 shares; 2026Q1: 682,177 shares; 2026Q2: 736,028 shares 736,028 $67.1M 3.5% +53,851 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: 396,059 shares; 2024Q4: 408,815 shares; 2025Q1: 411,049 shares; 2025Q2: 433,332 shares; 2025Q3: 446,537 shares; 2025Q4: 457,586 shares; 2026Q1: 464,189 shares; 2026Q2: 530,741 shares 530,741 $66M 3.44% +66,552 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: 570,423 shares; 2024Q4: 547,880 shares; 2025Q1: 556,287 shares; 2025Q2: 588,546 shares; 2025Q3: 599,515 shares; 2025Q4: 610,840 shares; 2026Q1: 625,208 shares; 2026Q2: 659,887 shares 659,887 $62.6M 3.26% +34,679 Timeline MDYG 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: 461,868 shares; 2024Q4: 455,341 shares; 2025Q1: 460,881 shares; 2025Q2: 479,764 shares; 2025Q3: 488,947 shares; 2025Q4: 497,231 shares; 2026Q1: 507,678 shares; 2026Q2: 555,604 shares 555,604 $62.3M 3.25% +47,926 Timeline SLYG 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: 302,802 shares; 2024Q4: 291,611 shares; 2025Q1: 298,116 shares; 2025Q2: 318,280 shares; 2025Q3: 326,796 shares; 2025Q4: 330,955 shares; 2026Q1: 342,972 shares; 2026Q2: 380,346 shares 380,346 $45.3M 2.36% +37,374 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: 143,582 shares; 2024Q4: 142,900 shares; 2025Q1: 140,849 shares; 2025Q2: 146,337 shares; 2025Q3: 147,810 shares; 2025Q4: 149,204 shares; 2026Q1: 153,887 shares; 2026Q2: 156,028 shares 156,028 $45.1M 2.35% +2,141 Timeline PTRB 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: 373,648 shares; 2024Q4: 440,878 shares; 2025Q1: 474,406 shares; 2025Q2: 503,436 shares; 2025Q3: 557,927 shares; 2025Q4: 630,483 shares; 2026Q1: 791,128 shares; 2026Q2: 921,687 shares 921,687 $38.2M 1.99% +130,559 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: 405,111 shares; 2024Q4: 1,173,281 shares; 2025Q1: 1,133,889 shares; 2025Q2: 1,138,942 shares; 2025Q3: 1,118,478 shares; 2025Q4: 1,100,145 shares; 2026Q1: 1,068,633 shares; 2026Q2: 1,057,653 shares 1,057,653 $36.8M 1.92% -10,980 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: 131,507 shares; 2024Q4: 132,094 shares; 2025Q1: 130,909 shares; 2025Q2: 140,453 shares; 2025Q3: 142,462 shares; 2025Q4: 147,573 shares; 2026Q1: 157,406 shares; 2026Q2: 166,708 shares 166,708 $33.4M 1.74% +9,302 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: 233,655 shares; 2024Q4: 264,738 shares; 2025Q1: 276,194 shares; 2025Q2: 287,290 shares; 2025Q3: 304,496 shares; 2025Q4: 339,576 shares; 2026Q1: 410,508 shares; 2026Q2: 620,441 shares 620,441 $29.1M 1.52% +209,933 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,749 shares; 2024Q4: 309,207 shares; 2025Q1: 300,263 shares; 2025Q2: 302,429 shares; 2025Q3: 308,318 shares; 2025Q4: 310,018 shares; 2026Q1: 322,370 shares; 2026Q2: 324,876 shares 324,876 $28.2M 1.47% +2,506 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,069 shares; 2024Q4: 331,326 shares; 2025Q1: 350,743 shares; 2025Q2: 364,567 shares; 2025Q3: 380,422 shares; 2025Q4: 421,309 shares; 2026Q1: 541,776 shares; 2026Q2: 682,427 shares 682,427 $26.9M 1.4% +140,651 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: 184,484 shares; 2024Q4: 534,134 shares; 2025Q1: 546,288 shares; 2025Q2: 559,901 shares; 2025Q3: 567,539 shares; 2025Q4: 604,350 shares; 2026Q1: 627,188 shares; 2026Q2: 666,751 shares 666,751 $24.6M 1.28% +39,563 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: 191,758 shares; 2024Q4: 188,416 shares; 2025Q1: 181,191 shares; 2025Q2: 182,133 shares; 2025Q3: 180,308 shares; 2025Q4: 178,395 shares; 2026Q1: 171,831 shares; 2026Q2: 170,400 shares 170,400 $23.4M 1.22% -1,431 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: 45,795 shares; 2024Q4: 50,316 shares; 2025Q1: 50,805 shares; 2025Q2: 51,562 shares; 2025Q3: 52,379 shares; 2025Q4: 54,104 shares; 2026Q1: 61,501 shares; 2026Q2: 64,849 shares 64,849 $22.9M 1.19% +3,348 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: 242,785 shares; 2024Q4: 234,146 shares; 2025Q1: 243,716 shares; 2025Q2: 250,786 shares; 2025Q3: 252,704 shares; 2025Q4: 272,053 shares; 2026Q1: 277,447 shares; 2026Q2: 306,509 shares 306,509 $22.5M 1.17% +29,062 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: 95,712 shares; 2024Q4: 90,777 shares; 2025Q1: 89,177 shares; 2025Q2: 90,445 shares; 2025Q3: 91,281 shares; 2025Q4: 89,981 shares; 2026Q1: 90,227 shares; 2026Q2: 91,173 shares 91,173 $21.6M 1.12% +946 Timeline KEMX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,063 shares; 2024Q4: 434,236 shares; 2025Q1: 445,344 shares; 2025Q2: 444,570 shares; 2025Q3: 447,175 shares; 2025Q4: 445,597 shares; 2026Q1: 413,914 shares; 2026Q2: 405,871 shares 405,871 $21.3M 1.11% -8,043 Timeline AVLC 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: 219,323 shares; 2024Q4: 209,465 shares; 2025Q1: 211,717 shares; 2025Q2: 213,031 shares; 2025Q3: 214,091 shares; 2025Q4: 218,686 shares; 2026Q1: 223,820 shares; 2026Q2: 228,649 shares 228,649 $20.6M 1.07% +4,829 Timeline SLYV 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: 179,566 shares; 2024Q4: 179,999 shares; 2025Q1: 186,311 shares; 2025Q2: 160,891 shares; 2025Q3: 169,137 shares; 2025Q4: 174,641 shares; 2026Q1: 177,007 shares; 2026Q2: 184,101 shares 184,101 $20.1M 1.05% +7,094 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: 45,781 shares; 2024Q4: 47,031 shares; 2025Q1: 45,390 shares; 2025Q2: 49,663 shares; 2025Q3: 50,418 shares; 2025Q4: 52,256 shares; 2026Q1: 50,125 shares; 2026Q2: 53,057 shares 53,057 $20M 1.04% +2,932 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270,738 shares; 2024Q4: 269,315 shares; 2025Q1: 265,495 shares; 2025Q2: 271,662 shares; 2025Q3: 271,922 shares; 2025Q4: 269,685 shares; 2026Q1: 261,321 shares; 2026Q2: 261,784 shares 261,784 $20M 1.04% +463 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: 67,602 shares; 2024Q4: 66,957 shares; 2025Q1: 68,464 shares; 2025Q2: 72,669 shares; 2025Q3: 73,916 shares; 2025Q4: 79,024 shares; 2026Q1: 80,672 shares; 2026Q2: 83,305 shares 83,305 $19.9M 1.03% +2,633 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,566 shares; 2024Q4: 93,370 shares; 2025Q1: 94,718 shares; 2025Q2: 110,078 shares; 2025Q3: 119,820 shares; 2025Q4: 122,308 shares; 2026Q1: 128,382 shares; 2026Q2: 157,283 shares 157,283 $19.6M 1.02% +28,901 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: 41,071 shares; 2024Q4: 41,649 shares; 2025Q1: 42,708 shares; 2025Q2: 45,075 shares; 2025Q3: 45,594 shares; 2025Q4: 47,619 shares; 2026Q1: 49,116 shares; 2026Q2: 51,492 shares 51,492 $19.2M 1% +2,376 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: 259,965 shares; 2024Q4: 273,232 shares; 2025Q1: 273,267 shares; 2025Q2: 280,322 shares; 2025Q3: 273,920 shares; 2025Q4: 270,652 shares; 2026Q1: 243,449 shares; 2026Q2: 240,133 shares 240,133 $18.6M 0.97% -3,316 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: 37,128 shares; 2025Q1: 39,086 shares; 2025Q2: 44,657 shares; 2025Q3: 46,152 shares; 2025Q4: 48,563 shares; 2026Q1: 37,347 shares; 2026Q2: 38,804 shares 38,804 $16.8M 0.88% +1,457 Timeline AVDE 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: 164,845 shares; 2024Q4: 178,531 shares; 2025Q1: 179,033 shares; 2025Q2: 180,736 shares; 2025Q3: 179,057 shares; 2025Q4: 174,999 shares; 2026Q1: 176,660 shares; 2026Q2: 186,014 shares 186,014 $16.6M 0.86% +9,354 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: 4,799 shares; 2024Q4: 4,701 shares; 2025Q1: 4,679 shares; 2025Q2: 12,225 shares; 2025Q3: 20,916 shares; 2025Q4: 24,824 shares; 2026Q1: 32,165 shares; 2026Q2: 44,313 shares 44,313 $16.3M 0.85% +12,148 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: 13,443 shares; 2024Q4: 13,719 shares; 2025Q1: 14,209 shares; 2025Q2: 14,886 shares; 2025Q3: 15,294 shares; 2025Q4: 15,900 shares; 2026Q1: 13,754 shares; 2026Q2: 14,293 shares 14,293 $15.2M 0.79% +539 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: 34,863 shares; 2024Q4: 35,442 shares; 2025Q1: 36,212 shares; 2025Q2: 38,982 shares; 2025Q3: 39,638 shares; 2025Q4: 41,733 shares; 2026Q1: 43,527 shares; 2026Q2: 46,254 shares 46,254 $15.1M 0.79% +2,727 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: 5,638 shares; 2024Q4: 8,856 shares; 2025Q1: 8,965 shares; 2025Q2: 9,539 shares; 2025Q3: 9,774 shares; 2025Q4: 10,065 shares; 2026Q1: 10,415 shares; 2026Q2: 10,858 shares 10,858 $13M 0.68% +443 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,727 shares; 2024Q4: 81,389 shares; 2025Q1: 83,314 shares; 2025Q2: 86,539 shares; 2025Q3: 92,762 shares; 2025Q4: 99,759 shares; 2026Q1: 104,109 shares; 2026Q2: 136,654 shares 136,654 $12.5M 0.65% +32,545 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: 13,546 shares; 2024Q4: 13,069 shares; 2025Q1: 13,519 shares; 2025Q2: 14,322 shares; 2025Q3: 14,820 shares; 2025Q4: 15,381 shares; 2026Q1: 16,425 shares; 2026Q2: 16,508 shares 16,508 $12.3M 0.64% +83 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,507 shares; 2024Q4: 247,079 shares; 2025Q1: 242,647 shares; 2025Q2: 246,532 shares; 2025Q3: 254,001 shares; 2025Q4: 262,187 shares; 2026Q1: 255,927 shares; 2026Q2: 294,324 shares 294,324 $12.2M 0.64% +38,397 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: 16,426 shares; 2024Q4: 16,553 shares; 2025Q1: 16,904 shares; 2025Q2: 18,279 shares; 2025Q3: 18,600 shares; 2025Q4: 18,979 shares; 2026Q1: 19,965 shares; 2026Q2: 21,295 shares 21,295 $12M 0.63% +1,330 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: 104,705 shares; 2024Q4: 412,193 shares; 2025Q1: 394,117 shares; 2025Q2: 393,347 shares; 2025Q3: 373,512 shares; 2025Q4: 373,683 shares; 2026Q1: 355,423 shares; 2026Q2: 348,035 shares 348,035 $11.8M 0.61% -7,388 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: 77,339 shares; 2024Q4: 78,430 shares; 2025Q1: 83,509 shares; 2025Q2: 86,187 shares; 2025Q3: 88,687 shares; 2025Q4: 94,637 shares; 2026Q1: 95,876 shares; 2026Q2: 100,300 shares 100,300 $11.4M 0.59% +4,424 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: 218,235 shares; 2024Q4: 223,484 shares; 2025Q1: 219,577 shares; 2025Q2: 219,651 shares; 2025Q3: 222,202 shares; 2025Q4: 223,694 shares; 2026Q1: 213,032 shares; 2026Q2: 212,016 shares 212,016 $11.2M 0.58% -1,016 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: 81,985 shares; 2024Q4: 84,613 shares; 2025Q1: 83,402 shares; 2025Q2: 83,849 shares; 2025Q3: 84,426 shares; 2025Q4: 90,109 shares; 2026Q1: 89,719 shares; 2026Q2: 402,591 shares 402,591 $11M 0.58% +312,872 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: 38,074 shares; 2024Q4: 38,738 shares; 2025Q1: 40,286 shares; 2025Q2: 40,868 shares; 2025Q3: 41,848 shares; 2025Q4: 43,819 shares; 2026Q1: 39,643 shares; 2026Q2: 41,193 shares 41,193 $10.5M 0.55% +1,550 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: 3,249 shares; 2024Q4: 3,380 shares; 2025Q1: 3,056 shares; 2025Q2: 3,068 shares; 2025Q3: 3,500 shares; 2025Q4: 5,555 shares; 2026Q1: 49,011 shares; 2026Q2: 66,101 shares 66,101 $10.4M 0.54% +17,090 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: 48,773 shares; 2024Q4: 56,272 shares; 2025Q1: 58,567 shares; 2025Q2: 60,640 shares; 2025Q3: 61,685 shares; 2025Q4: 64,335 shares; 2026Q1: 69,636 shares; 2026Q2: 71,701 shares 71,701 $9.8M 0.51% +2,065 Timeline FLTR 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: 293,145 shares; 2024Q4: 323,813 shares; 2025Q1: 326,476 shares; 2025Q2: 326,833 shares; 2025Q3: 325,630 shares; 2025Q4: 345,063 shares; 2026Q1: 364,993 shares; 2026Q2: 372,818 shares 372,818 $9.55M 0.5% +7,825 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: 45,925 shares; 2024Q4: 45,769 shares; 2025Q1: 43,280 shares; 2025Q2: 42,586 shares; 2025Q3: 42,205 shares; 2025Q4: 41,765 shares; 2026Q1: 42,521 shares; 2026Q2: 41,839 shares 41,839 $9.5M 0.5% -682 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,974 shares; 2024Q4: 128,786 shares; 2025Q1: 127,860 shares; 2025Q2: 130,223 shares; 2025Q3: 133,586 shares; 2025Q4: 142,219 shares; 2026Q1: 147,837 shares; 2026Q2: 166,625 shares 166,625 $9.42M 0.49% +18,788 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,076 shares; 2024Q4: 63,076 shares; 2025Q1: 63,076 shares; 2025Q2: 70,348 shares; 2025Q3: 70,399 shares; 2025Q4: 62,899 shares; 2026Q1: 62,899 shares; 2026Q2: 62,848 shares 62,848 $9.02M 0.47% -51 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: 7,251 shares; 2024Q4: 4,120 shares; 2025Q1: 5,031 shares; 2025Q2: 13,173 shares; 2025Q3: 13,346 shares; 2025Q4: 13,814 shares; 2026Q1: 19,987 shares; 2026Q2: 21,409 shares 21,409 $9M 0.47% +1,422 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: 25,049 shares; 2024Q4: 24,502 shares; 2025Q1: 23,122 shares; 2025Q2: 24,437 shares; 2025Q3: 24,410 shares; 2025Q4: 24,356 shares; 2026Q1: 24,180 shares; 2026Q2: 24,101 shares 24,101 $8.61M 0.45% -79 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: 24,788 shares; 2024Q4: 25,287 shares; 2025Q1: 26,351 shares; 2025Q2: 27,726 shares; 2025Q3: 28,250 shares; 2025Q4: 29,565 shares; 2026Q1: 30,629 shares; 2026Q2: 32,676 shares 32,676 $8.22M 0.43% +2,047 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: 37,627 shares; 2024Q4: 38,381 shares; 2025Q1: 40,321 shares; 2025Q2: 42,441 shares; 2025Q3: 44,101 shares; 2025Q4: 46,633 shares; 2026Q1: 47,730 shares; 2026Q2: 49,096 shares 49,096 $8.14M 0.42% +1,366 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,739 shares; 2025Q3: 63,767 shares; 2025Q4: 147,284 shares; 2026Q1: 202,477 shares; 2026Q2: 210,148 shares 210,148 $8.11M 0.42% +7,671 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: 8,132 shares; 2024Q4: 8,125 shares; 2025Q1: 7,992 shares; 2025Q2: 8,138 shares; 2025Q3: 7,936 shares; 2025Q4: 11,454 shares; 2026Q1: 11,211 shares; 2026Q2: 9,967 shares 9,967 $7.46M 0.39% -1,244 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: 6,215 shares; 2024Q4: 6,353 shares; 2025Q1: 6,609 shares; 2025Q2: 6,892 shares; 2025Q3: 6,999 shares; 2025Q4: 7,265 shares; 2026Q1: 7,368 shares; 2026Q2: 7,879 shares 7,879 $7.37M 0.38% +511 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: 11,727 shares; 2024Q4: 12,175 shares; 2025Q1: 12,926 shares; 2025Q2: 13,839 shares; 2025Q3: 14,415 shares; 2025Q4: 15,269 shares; 2026Q1: 15,907 shares; 2026Q2: 17,260 shares 17,260 $7.36M 0.38% +1,353 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON 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: 8,253 shares; 2025Q3: 79,636 shares; 2025Q4: 101,622 shares; 2026Q1: 186,746 shares; 2026Q2: 213,465 shares 213,465 $7.15M 0.37% +26,719 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: 71,752 shares; 2024Q4: 72,153 shares; 2025Q1: 73,855 shares; 2025Q2: 74,030 shares; 2025Q3: 74,326 shares; 2025Q4: 74,589 shares; 2026Q1: 72,399 shares; 2026Q2: 71,754 shares 71,754 $6.92M 0.36% -645 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: 22,463 shares; 2024Q4: 23,246 shares; 2025Q1: 24,339 shares; 2025Q2: 26,581 shares; 2025Q3: 27,754 shares; 2025Q4: 29,172 shares; 2026Q1: 30,482 shares; 2026Q2: 33,068 shares 33,068 $6.91M 0.36% +2,586 Timeline ANGL 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: 207,215 shares; 2024Q4: 217,125 shares; 2025Q1: 221,610 shares; 2025Q2: 221,067 shares; 2025Q3: 223,309 shares; 2025Q4: 232,375 shares; 2026Q1: 233,554 shares; 2026Q2: 235,463 shares 235,463 $6.88M 0.36% +1,909 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: 8,005 shares; 2024Q4: 8,006 shares; 2025Q1: 7,973 shares; 2025Q2: 9,023 shares; 2025Q3: 9,078 shares; 2025Q4: 9,317 shares; 2026Q1: 9,596 shares; 2026Q2: 9,813 shares 9,813 $6.74M 0.35% +217 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: 42,645 shares; 2024Q4: 41,731 shares; 2025Q1: 41,191 shares; 2025Q2: 42,137 shares; 2025Q3: 41,467 shares; 2025Q4: 40,990 shares; 2026Q1: 40,905 shares; 2026Q2: 40,834 shares 40,834 $6.71M 0.35% -71 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: 33,624 shares; 2024Q4: 33,386 shares; 2025Q1: 33,509 shares; 2025Q2: 33,349 shares; 2025Q3: 32,923 shares; 2025Q4: 33,245 shares; 2026Q1: 32,405 shares; 2026Q2: 31,427 shares 31,427 $6.21M 0.32% -978 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,199 shares; 2024Q4: 2,732 shares; 2025Q1: 1,567 shares; 2025Q2: 3,543 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 61,297 shares; 2026Q2: 72,547 shares 72,547 $6.08M 0.32% +11,250 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: 18,136 shares; 2024Q4: 17,630 shares; 2025Q1: 17,445 shares; 2025Q2: 17,416 shares; 2025Q3: 17,021 shares; 2025Q4: 17,154 shares; 2026Q1: 16,344 shares; 2026Q2: 16,276 shares 16,276 $6.02M 0.31% -68 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,585 shares; 2025Q1: 48,160 shares; 2025Q2: 50,346 shares; 2025Q3: 51,396 shares; 2025Q4: 53,931 shares; 2026Q1: 54,049 shares; 2026Q2: 67,219 shares 67,219 $5.97M 0.31% +13,170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,295 shares; 2024Q4: 15,553 shares; 2025Q1: 16,169 shares; 2025Q2: 17,060 shares; 2025Q3: 17,592 shares; 2025Q4: 18,569 shares; 2026Q1: 18,515 shares; 2026Q2: 19,710 shares 19,710 $5.87M 0.31% +1,195 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: 16,057 shares; 2024Q4: 15,778 shares; 2025Q1: 15,866 shares; 2025Q2: 15,943 shares; 2025Q3: 15,799 shares; 2025Q4: 15,763 shares; 2026Q1: 46,604 shares; 2026Q2: 49,970 shares 49,970 $5.87M 0.31% +3,366 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: 93,699 shares; 2024Q4: 90,885 shares; 2025Q1: 85,842 shares; 2025Q2: 80,649 shares; 2025Q3: 77,858 shares; 2025Q4: 76,058 shares; 2026Q1: 71,418 shares; 2026Q2: 70,293 shares 70,293 $5.82M 0.3% -1,125 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,007 shares; 2024Q4: 12,330 shares; 2025Q1: 12,939 shares; 2025Q2: 13,860 shares; 2025Q3: 14,499 shares; 2025Q4: 15,362 shares; 2026Q1: 16,080 shares; 2026Q2: 17,473 shares 17,473 $5.77M 0.3% +1,393 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: 11,774 shares; 2024Q4: 11,991 shares; 2025Q1: 12,457 shares; 2025Q2: 13,497 shares; 2025Q3: 13,932 shares; 2025Q4: 14,535 shares; 2026Q1: 15,285 shares; 2026Q2: 16,219 shares 16,219 $5.56M 0.29% +934 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: 34,121 shares; 2024Q4: 34,834 shares; 2025Q1: 35,598 shares; 2025Q2: 35,842 shares; 2025Q3: 36,929 shares; 2025Q4: 39,451 shares; 2026Q1: 40,727 shares; 2026Q2: 43,241 shares 43,241 $5.56M 0.29% +2,514 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: 12,255 shares; 2024Q4: 12,320 shares; 2025Q1: 12,701 shares; 2025Q2: 13,345 shares; 2025Q3: 13,753 shares; 2025Q4: 14,421 shares; 2026Q1: 14,823 shares; 2026Q2: 15,566 shares 15,566 $5.49M 0.29% +743 Timeline TAXF 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: 60,305 shares; 2024Q4: 66,506 shares; 2025Q1: 73,460 shares; 2025Q2: 68,595 shares; 2025Q3: 72,913 shares; 2025Q4: 88,133 shares; 2026Q1: 96,934 shares; 2026Q2: 105,053 shares 105,053 $5.34M 0.28% +8,119 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,266 shares; 2024Q4: 32,141 shares; 2025Q1: 33,351 shares; 2025Q2: 34,992 shares; 2025Q3: 36,196 shares; 2025Q4: 37,956 shares; 2026Q1: 39,278 shares; 2026Q2: 42,068 shares 42,068 $5.32M 0.28% +2,790 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: 22,542 shares; 2024Q4: 21,723 shares; 2025Q1: 20,615 shares; 2025Q2: 18,732 shares; 2025Q3: 17,883 shares; 2025Q4: 17,561 shares; 2026Q1: 17,596 shares; 2026Q2: 17,564 shares 17,564 $5.28M 0.28% -32 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: 41,657 shares; 2024Q4: 43,109 shares; 2025Q1: 47,330 shares; 2025Q2: 47,366 shares; 2025Q3: 49,843 shares; 2025Q4: 52,574 shares; 2026Q1: 54,903 shares; 2026Q2: 60,087 shares 60,087 $5.27M 0.27% +5,184 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: 13,594 shares; 2024Q4: 13,954 shares; 2025Q1: 14,381 shares; 2025Q2: 15,184 shares; 2025Q3: 15,750 shares; 2025Q4: 17,023 shares; 2026Q1: 17,407 shares; 2026Q2: 18,807 shares 18,807 $5.12M 0.27% +1,400 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: 50,972 shares; 2024Q4: 48,802 shares; 2025Q1: 49,645 shares; 2025Q2: 50,919 shares; 2025Q3: 50,661 shares; 2025Q4: 51,520 shares; 2026Q1: 51,399 shares; 2026Q2: 52,194 shares 52,194 $5.04M 0.26% +795 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,259 shares; 2024Q4: 7,054 shares; 2025Q1: 7,149 shares; 2025Q2: 2,915 shares; 2025Q3: 3,017 shares; 2025Q4: 3,044 shares; 2026Q1: 11,283 shares; 2026Q2: 12,076 shares 12,076 $5.02M 0.26% +793 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69,492 shares; 2025Q1: 72,895 shares; 2025Q2: 76,629 shares; 2025Q3: 81,699 shares; 2025Q4: 86,751 shares; 2026Q1: 89,224 shares; 2026Q2: 97,434 shares 97,434 $5.01M 0.26% +8,210 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,885 shares; 2025Q3: 67,297 shares; 2025Q4: 77,363 shares; 2026Q1: 79,708 shares; 2026Q2: 78,888 shares 78,888 $4.85M 0.25% -820 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: 29,798 shares; 2024Q4: 28,963 shares; 2025Q1: 28,154 shares; 2025Q2: 27,841 shares; 2025Q3: 31,308 shares; 2025Q4: 31,526 shares; 2026Q1: 30,178 shares; 2026Q2: 30,459 shares 30,459 $4.76M 0.25% +281 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: 4,804 shares; 2024Q4: 3,336 shares; 2025Q1: 3,166 shares; 2025Q2: 13,691 shares; 2025Q3: 14,015 shares; 2025Q4: 14,729 shares; 2026Q1: 20,230 shares; 2026Q2: 21,922 shares 21,922 $4.75M 0.25% +1,692 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111,454 shares; 2025Q3: 109,001 shares; 2025Q4: 109,026 shares; 2026Q1: 110,724 shares; 2026Q2: 112,602 shares 112,602 $4.72M 0.25% +1,878 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,524 shares; 2024Q4: 15,691 shares; 2025Q1: 16,229 shares; 2025Q2: 17,099 shares; 2025Q3: 17,428 shares; 2025Q4: 18,366 shares; 2026Q1: 18,692 shares; 2026Q2: 19,834 shares 19,834 $4.71M 0.25% +1,142 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: 8,633 shares; 2024Q4: 8,926 shares; 2025Q1: 9,561 shares; 2025Q2: 10,309 shares; 2025Q3: 10,787 shares; 2025Q4: 11,237 shares; 2026Q1: 12,104 shares; 2026Q2: 12,997 shares 12,997 $4.71M 0.25% +893 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: 27,141 shares; 2024Q4: 27,690 shares; 2025Q1: 28,682 shares; 2025Q2: 29,585 shares; 2025Q3: 30,292 shares; 2025Q4: 31,065 shares; 2026Q1: 30,898 shares; 2026Q2: 32,046 shares 32,046 $4.7M 0.24% +1,148 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,048 shares; 2024Q4: 28,898 shares; 2025Q1: 30,032 shares; 2025Q2: 32,875 shares; 2025Q3: 34,504 shares; 2025Q4: 36,910 shares; 2026Q1: 38,722 shares; 2026Q2: 42,206 shares 42,206 $4.55M 0.24% +3,484 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,988 shares; 2024Q4: 84,346 shares; 2025Q1: 83,774 shares; 2025Q2: 84,214 shares; 2025Q3: 83,234 shares; 2025Q4: 85,509 shares; 2026Q1: 84,450 shares; 2026Q2: 84,638 shares 84,638 $4.51M 0.24% +188 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,797 shares; 2025Q2: 87,276 shares; 2025Q3: 76,515 shares; 2025Q4: 80,812 shares; 2026Q1: 86,163 shares; 2026Q2: 89,165 shares 89,165 $4.5M 0.23% +3,002 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: 10,422 shares; 2024Q4: 36,307 shares; 2025Q1: 39,276 shares; 2025Q2: 41,490 shares; 2025Q3: 42,832 shares; 2025Q4: 45,206 shares; 2026Q1: 36,375 shares; 2026Q2: 38,163 shares 38,163 $4.45M 0.23% +1,788 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: 33,205 shares; 2024Q4: 31,091 shares; 2025Q1: 30,307 shares; 2025Q2: 29,312 shares; 2025Q3: 30,064 shares; 2025Q4: 30,116 shares; 2026Q1: 29,391 shares; 2026Q2: 29,061 shares 29,061 $4.31M 0.22% -330 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: 31,185 shares; 2024Q4: 34,106 shares; 2025Q1: 33,923 shares; 2025Q2: 35,009 shares; 2025Q3: 36,906 shares; 2025Q4: 38,624 shares; 2026Q1: 38,369 shares; 2026Q2: 41,196 shares 41,196 $4.21M 0.22% +2,827 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,274 shares; 2025Q3: 10,395 shares; 2025Q4: 19,048 shares; 2026Q1: 109,285 shares; 2026Q2: 200,479 shares 200,479 $4.1M 0.21% +91,194 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: 9,314 shares; 2024Q4: 9,071 shares; 2025Q1: 8,625 shares; 2025Q2: 8,549 shares; 2025Q3: 8,434 shares; 2025Q4: 8,301 shares; 2026Q1: 8,285 shares; 2026Q2: 32,779 shares 32,779 $4.07M 0.21% +24,494 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: 18,148 shares; 2024Q4: 17,846 shares; 2025Q1: 17,373 shares; 2025Q2: 17,173 shares; 2025Q3: 17,220 shares; 2025Q4: 17,013 shares; 2026Q1: 16,908 shares; 2026Q2: 16,712 shares 16,712 $4.06M 0.21% -196 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: 11,280 shares; 2024Q4: 11,727 shares; 2025Q1: 12,669 shares; 2025Q2: 13,637 shares; 2025Q3: 14,364 shares; 2025Q4: 15,342 shares; 2026Q1: 16,578 shares; 2026Q2: 18,244 shares 18,244 $4.03M 0.21% +1,666 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,221 shares; 2024Q4: 60,503 shares; 2025Q1: 89,021 shares; 2025Q2: 89,421 shares; 2025Q3: 96,321 shares; 2025Q4: 96,321 shares; 2026Q1: 96,321 shares; 2026Q2: 109,371 shares 109,371 $3.94M 0.21% +13,050 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,896 shares; 2025Q3: 22,959 shares; 2025Q4: 25,041 shares; 2026Q1: 26,284 shares; 2026Q2: 28,770 shares 28,770 $3.9M 0.2% +2,486 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: 3,302 shares; 2024Q4: 3,219 shares; 2025Q1: 3,253 shares; 2025Q2: 3,577 shares; 2025Q3: 3,468 shares; 2025Q4: 3,311 shares; 2026Q1: 5,084 shares; 2026Q2: 5,251 shares 5,251 $3.87M 0.2% +167 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: 26,885 shares; 2024Q4: 27,962 shares; 2025Q1: 29,342 shares; 2025Q2: 31,329 shares; 2025Q3: 32,689 shares; 2025Q4: 34,808 shares; 2026Q1: 36,109 shares; 2026Q2: 39,556 shares 39,556 $3.79M 0.2% +3,447 Timeline VIGI 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: 42,199 shares; 2024Q4: 40,408 shares; 2025Q1: 40,174 shares; 2025Q2: 41,833 shares; 2025Q3: 41,823 shares; 2025Q4: 41,392 shares; 2026Q1: 40,890 shares; 2026Q2: 40,374 shares 40,374 $3.77M 0.2% -516 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 8,314 shares; 2025Q1: 8,772 shares; 2025Q2: 9,182 shares; 2025Q3: 9,652 shares; 2025Q4: 10,464 shares; 2026Q1: 11,055 shares; 2026Q2: 12,018 shares 12,018 $3.76M 0.2% +963 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138,434 shares 138,434 $3.67M 0.19% new 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: 21,636 shares; 2024Q4: 20,405 shares; 2025Q1: 21,236 shares; 2025Q2: 22,830 shares; 2025Q3: 23,886 shares; 2025Q4: 25,579 shares; 2026Q1: 28,072 shares; 2026Q2: 30,347 shares 30,347 $3.57M 0.19% +2,275 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: 35,650 shares; 2024Q4: 35,558 shares; 2025Q1: 35,487 shares; 2025Q2: 35,687 shares; 2025Q3: 35,065 shares; 2025Q4: 35,198 shares; 2026Q1: 33,428 shares; 2026Q2: 33,101 shares 33,101 $3.44M 0.18% -327 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,411 shares; 2024Q4: 29,834 shares; 2025Q1: 30,404 shares; 2025Q2: 31,158 shares; 2025Q3: 30,779 shares; 2025Q4: 29,852 shares; 2026Q1: 30,310 shares; 2026Q2: 30,827 shares 30,827 $3.4M 0.18% +517 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,924 shares; 2024Q4: 21,901 shares; 2025Q1: 20,557 shares; 2025Q2: 20,697 shares; 2025Q3: 20,857 shares; 2025Q4: 20,837 shares; 2026Q1: 20,735 shares; 2026Q2: 20,657 shares 20,657 $3.4M 0.18% -78 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,144 shares; 2024Q4: 9,126 shares; 2025Q1: 9,053 shares; 2025Q2: 9,152 shares; 2025Q3: 9,201 shares; 2025Q4: 9,116 shares; 2026Q1: 9,216 shares; 2026Q2: 9,023 shares 9,023 $3.3M 0.17% -193 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,102 shares; 2026Q2: 10,820 shares 10,820 $3.26M 0.17% +9,718 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: 64,953 shares; 2024Q4: 63,109 shares; 2025Q1: 64,111 shares; 2025Q2: 74,448 shares; 2025Q3: 63,270 shares; 2025Q4: 65,296 shares; 2026Q1: 61,538 shares; 2026Q2: 64,219 shares 64,219 $3.25M 0.17% +2,681 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 5,898 shares; 2026Q2: 6,483 shares 6,483 $3.21M 0.17% +585 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: 71,648 shares; 2024Q4: 54,165 shares; 2025Q1: 53,781 shares; 2025Q2: 54,194 shares; 2025Q3: 54,436 shares; 2025Q4: 56,260 shares; 2026Q1: 54,976 shares; 2026Q2: 55,001 shares 55,001 $3.13M 0.16% +25 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,980 shares; 2025Q1: 9,577 shares; 2025Q2: 10,289 shares; 2025Q3: 10,750 shares; 2025Q4: 11,607 shares; 2026Q1: 11,816 shares; 2026Q2: 12,965 shares 12,965 $3.1M 0.16% +1,149 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,480 shares; 2024Q4: 48,380 shares; 2025Q1: 53,321 shares; 2025Q2: 53,588 shares; 2025Q3: 54,916 shares; 2025Q4: 58,614 shares; 2026Q1: 59,315 shares; 2026Q2: 64,977 shares 64,977 $3.02M 0.16% +5,662 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,967 shares; 2024Q4: 196,208 shares; 2025Q1: 188,097 shares; 2025Q2: 186,543 shares; 2025Q3: 185,046 shares; 2025Q4: 182,746 shares; 2026Q1: 180,756 shares; 2026Q2: 190,914 shares 190,914 $3.01M 0.16% +10,158 Timeline BRK-A 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.16% 0 Timeline RAAX 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: 6,249 shares; 2024Q4: 6,374 shares; 2025Q1: 6,787 shares; 2025Q2: 6,787 shares; 2025Q3: 7,987 shares; 2025Q4: 21,909 shares; 2026Q1: 40,155 shares; 2026Q2: 75,428 shares 75,428 $2.99M 0.16% +35,273 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: 95,781 shares; 2024Q4: 92,217 shares; 2025Q1: 87,367 shares; 2025Q2: 87,508 shares; 2025Q3: 86,734 shares; 2025Q4: 85,639 shares; 2026Q1: 80,219 shares; 2026Q2: 78,365 shares 78,365 $2.84M 0.15% -1,854 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: 37,708 shares; 2024Q4: 37,897 shares; 2025Q1: 36,180 shares; 2025Q2: 36,287 shares; 2025Q3: 36,862 shares; 2025Q4: 36,279 shares; 2026Q1: 35,632 shares; 2026Q2: 35,724 shares 35,724 $2.75M 0.14% +92 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: 11,274 shares; 2024Q4: 11,017 shares; 2025Q1: 11,213 shares; 2025Q2: 12,706 shares; 2025Q3: 12,812 shares; 2025Q4: 13,555 shares; 2026Q1: 13,523 shares; 2026Q2: 16,915 shares 16,915 $2.67M 0.14% +3,392 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: 42,766 shares; 2024Q4: 118,284 shares; 2025Q1: 118,616 shares; 2025Q2: 121,874 shares; 2025Q3: 124,303 shares; 2025Q4: 109,644 shares; 2026Q1: 90,838 shares; 2026Q2: 91,420 shares 91,420 $2.65M 0.14% +582 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,958 shares; 2024Q4: 9,597 shares; 2025Q1: 10,090 shares; 2025Q2: 10,571 shares; 2025Q3: 11,066 shares; 2025Q4: 12,387 shares; 2026Q1: 13,649 shares; 2026Q2: 13,643 shares 13,643 $2.6M 0.14% -6 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: 10,985 shares; 2024Q4: 11,036 shares; 2025Q1: 10,677 shares; 2025Q2: 11,115 shares; 2025Q3: 11,716 shares; 2025Q4: 11,752 shares; 2026Q1: 11,604 shares; 2026Q2: 11,663 shares 11,663 $2.58M 0.13% +59 Timeline AOR 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: 52,974 shares; 2025Q4: 49,877 shares; 2026Q1: 34,377 shares; 2026Q2: 36,722 shares 36,722 $2.55M 0.13% +2,345 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: 22,349 shares; 2024Q4: 19,372 shares; 2025Q1: 18,496 shares; 2025Q2: 14,979 shares; 2025Q3: 14,283 shares; 2025Q4: 14,114 shares; 2026Q1: 13,775 shares; 2026Q2: 13,419 shares 13,419 $2.55M 0.13% -356 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: 18,672 shares; 2024Q4: 18,759 shares; 2025Q1: 19,273 shares; 2025Q2: 9,840 shares; 2025Q3: 9,805 shares; 2025Q4: 9,334 shares; 2026Q1: 9,469 shares; 2026Q2: 9,370 shares 9,370 $2.53M 0.13% -99 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: 10,978 shares; 2024Q4: 10,785 shares; 2025Q1: 10,645 shares; 2025Q2: 10,922 shares; 2025Q3: 10,494 shares; 2025Q4: 10,503 shares; 2026Q1: 10,592 shares; 2026Q2: 10,269 shares 10,269 $2.49M 0.13% -323 Timeline HYD 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: 53,679 shares; 2024Q4: 58,501 shares; 2025Q1: 57,542 shares; 2025Q2: 43,520 shares; 2025Q3: 41,396 shares; 2025Q4: 43,825 shares; 2026Q1: 44,642 shares; 2026Q2: 47,155 shares 47,155 $2.43M 0.13% +2,513 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,544 shares; 2024Q4: 16,641 shares; 2025Q1: 18,231 shares; 2025Q2: 17,317 shares; 2025Q3: 18,248 shares; 2025Q4: 19,854 shares; 2026Q1: 18,620 shares; 2026Q2: 21,682 shares 21,682 $2.33M 0.12% +3,062 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: 32,730 shares; 2024Q4: 94,471 shares; 2025Q1: 94,056 shares; 2025Q2: 93,013 shares; 2025Q3: 91,408 shares; 2025Q4: 85,273 shares; 2026Q1: 76,846 shares; 2026Q2: 79,256 shares 79,256 $2.33M 0.12% +2,410 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: 22,778 shares; 2024Q4: 19,348 shares; 2025Q1: 20,748 shares; 2025Q2: 20,774 shares; 2025Q3: 19,588 shares; 2025Q4: 19,685 shares; 2026Q1: 19,415 shares; 2026Q2: 16,689 shares 16,689 $2.33M 0.12% -2,726 Timeline CTEV CLARITEV CORPORATION More: the full row for CLARITEV CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,296 shares; 2024Q4: 12,500 shares; 2025Q1: 17,752 shares; 2025Q2: 21,525 shares; 2025Q3: 25,807 shares; 2025Q4: 31,097 shares; 2026Q1: 46,477 shares; 2026Q2: 67,397 shares 67,397 $2.3M 0.12% +20,920 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,948 shares; 2024Q4: 75,833 shares; 2025Q1: 76,769 shares; 2025Q2: 79,280 shares; 2025Q3: 78,202 shares; 2025Q4: 77,865 shares; 2026Q1: 78,630 shares; 2026Q2: 82,625 shares 82,625 $2.28M 0.12% +3,995 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 4,727 shares; 2025Q3: 4,909 shares; 2025Q4: 5,230 shares; 2026Q1: 5,282 shares; 2026Q2: 5,700 shares 5,700 $2.27M 0.12% +418 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: 8,008 shares; 2024Q4: 7,995 shares; 2025Q1: 7,775 shares; 2025Q2: 7,710 shares; 2025Q3: 7,484 shares; 2025Q4: 7,512 shares; 2026Q1: 7,598 shares; 2026Q2: 7,945 shares 7,945 $2.23M 0.12% +347 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: 25,091 shares; 2024Q4: 25,162 shares; 2025Q1: 25,030 shares; 2025Q2: 25,085 shares; 2025Q3: 25,136 shares; 2025Q4: 25,179 shares; 2026Q1: 25,227 shares; 2026Q2: 25,278 shares 25,278 $2.07M 0.11% +51 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,457 shares; 2024Q4: 7,318 shares; 2025Q1: 7,016 shares; 2025Q2: 6,980 shares; 2025Q3: 6,939 shares; 2025Q4: 6,700 shares; 2026Q1: 6,784 shares; 2026Q2: 6,677 shares 6,677 $2.05M 0.11% -107 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: 28,554 shares; 2024Q4: 28,667 shares; 2025Q1: 34,815 shares; 2025Q2: 34,971 shares; 2025Q3: 35,118 shares; 2025Q4: 41,177 shares; 2026Q1: 36,189 shares; 2026Q2: 36,308 shares 36,308 $2M 0.1% +119 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: 39,656 shares; 2024Q4: 76,714 shares; 2025Q1: 75,398 shares; 2025Q2: 75,593 shares; 2025Q3: 73,984 shares; 2025Q4: 72,277 shares; 2026Q1: 65,831 shares; 2026Q2: 66,149 shares 66,149 $1.83M 0.1% +318 Timeline MFSM MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 64,298 shares; 2025Q4: 64,395 shares; 2026Q1: 67,656 shares; 2026Q2: 71,791 shares 71,791 $1.81M 0.09% +4,135 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,860 shares; 2024Q4: 7,910 shares; 2025Q1: 7,292 shares; 2025Q2: 7,155 shares; 2025Q3: 6,701 shares; 2025Q4: 6,388 shares; 2026Q1: 6,671 shares; 2026Q2: 7,220 shares 7,220 $1.77M 0.09% +549 Timeline EMLP 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: 24,078 shares; 2024Q4: 27,030 shares; 2025Q1: 27,199 shares; 2025Q2: 26,864 shares; 2025Q3: 27,831 shares; 2025Q4: 29,449 shares; 2026Q1: 33,971 shares; 2026Q2: 40,518 shares 40,518 $1.76M 0.09% +6,547 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,855 shares; 2024Q4: 94,705 shares; 2025Q1: 139,535 shares; 2025Q2: 149,160 shares; 2025Q3: 200,620 shares; 2025Q4: 202,407 shares; 2026Q1: 205,407 shares; 2026Q2: 214,507 shares 214,507 $1.72M 0.09% +9,100 Timeline VDE 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: 11,071 shares; 2024Q4: 10,817 shares; 2025Q1: 10,891 shares; 2025Q2: 11,293 shares; 2025Q3: 11,297 shares; 2025Q4: 11,301 shares; 2026Q1: 11,304 shares; 2026Q2: 11,307 shares 11,307 $1.7M 0.09% +3 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: 3,100 shares; 2024Q4: 3,105 shares; 2025Q1: 3,484 shares; 2025Q2: 3,489 shares; 2025Q3: 3,493 shares; 2025Q4: 6,337 shares; 2026Q1: 8,509 shares; 2026Q2: 8,565 shares 8,565 $1.63M 0.09% +56 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,900 shares; 2024Q4: 10,735 shares; 2025Q1: 10,432 shares; 2025Q2: 10,315 shares; 2025Q3: 10,945 shares; 2025Q4: 11,144 shares; 2026Q1: 11,044 shares; 2026Q2: 11,080 shares 11,080 $1.62M 0.08% +36 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: 12,858 shares; 2024Q4: 12,069 shares; 2025Q1: 11,721 shares; 2025Q2: 11,736 shares; 2025Q3: 11,794 shares; 2025Q4: 11,811 shares; 2026Q1: 11,826 shares; 2026Q2: 11,859 shares 11,859 $1.62M 0.08% +33 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: 7,889 shares; 2024Q4: 7,909 shares; 2025Q1: 7,858 shares; 2025Q2: 7,848 shares; 2025Q3: 7,763 shares; 2025Q4: 8,120 shares; 2026Q1: 8,452 shares; 2026Q2: 8,483 shares 8,483 $1.61M 0.08% +31 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: 8,350 shares; 2024Q4: 3,586 shares; 2025Q1: 3,873 shares; 2025Q2: 3,720 shares; 2025Q3: 4,325 shares; 2025Q4: 5,718 shares; 2026Q1: 6,766 shares; 2026Q2: 16,121 shares 16,121 $1.55M 0.08% +9,355 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,812 shares; 2024Q4: 44,313 shares; 2025Q1: 46,424 shares; 2025Q2: 46,724 shares; 2025Q3: 43,325 shares; 2025Q4: 40,367 shares; 2026Q1: 66,567 shares; 2026Q2: 74,598 shares 74,598 $1.54M 0.08% +8,031 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,515 shares; 2024Q4: 49,715 shares; 2025Q1: 49,515 shares; 2025Q2: 49,515 shares; 2025Q3: 50,345 shares; 2025Q4: 50,345 shares; 2026Q1: 50,345 shares; 2026Q2: 50,345 shares 50,345 $1.52M 0.08% 0 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: 4,291 shares; 2024Q4: 4,265 shares; 2025Q1: 4,522 shares; 2025Q2: 5,434 shares; 2025Q3: 4,479 shares; 2025Q4: 4,495 shares; 2026Q1: 4,348 shares; 2026Q2: 4,349 shares 4,349 $1.5M 0.08% +1 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: 18,914 shares; 2024Q4: 18,321 shares; 2025Q1: 17,931 shares; 2025Q2: 18,062 shares; 2025Q3: 18,174 shares; 2025Q4: 18,384 shares; 2026Q1: 19,061 shares; 2026Q2: 18,185 shares 18,185 $1.48M 0.08% -876 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: 7,850 shares; 2024Q4: 2,674 shares; 2025Q1: 2,679 shares; 2025Q2: 2,614 shares; 2025Q3: 2,566 shares; 2025Q4: 3,013 shares; 2026Q1: 3,132 shares; 2026Q2: 2,780 shares 2,780 $1.42M 0.07% -352 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,191 shares; 2024Q4: 77,204 shares; 2025Q1: 73,181 shares; 2025Q2: 70,627 shares; 2025Q3: 73,010 shares; 2025Q4: 77,930 shares; 2026Q1: 78,263 shares; 2026Q2: 78,869 shares 78,869 $1.41M 0.07% +606 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: 2,991 shares; 2024Q4: 2,959 shares; 2025Q1: 2,831 shares; 2025Q2: 2,747 shares; 2025Q3: 3,034 shares; 2025Q4: 3,094 shares; 2026Q1: 3,235 shares; 2026Q2: 3,538 shares 3,538 $1.39M 0.07% +303 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,591 shares; 2024Q4: 12,005 shares; 2025Q1: 12,042 shares; 2025Q2: 12,154 shares; 2025Q3: 12,198 shares; 2025Q4: 15,433 shares; 2026Q1: 15,288 shares; 2026Q2: 12,993 shares 12,993 $1.35M 0.07% -2,295 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: 19,582 shares; 2024Q4: 19,099 shares; 2025Q1: 19,298 shares; 2025Q2: 20,189 shares; 2025Q3: 20,234 shares; 2025Q4: 24,297 shares; 2026Q1: 24,830 shares; 2026Q2: 26,396 shares 26,396 $1.34M 0.07% +1,566 Timeline JMST 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: 18,398 shares; 2024Q4: 19,526 shares; 2025Q1: 19,790 shares; 2025Q2: 18,815 shares; 2025Q3: 18,654 shares; 2025Q4: 19,102 shares; 2026Q1: 18,208 shares; 2026Q2: 25,475 shares 25,475 $1.3M 0.07% +7,267 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,745 shares; 2024Q4: 9,773 shares; 2025Q1: 8,682 shares; 2025Q2: 8,768 shares; 2025Q3: 8,435 shares; 2025Q4: 8,489 shares; 2026Q1: 8,517 shares; 2026Q2: 8,548 shares 8,548 $1.26M 0.07% +31 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: 19,947 shares; 2024Q4: 16,861 shares; 2025Q1: 16,826 shares; 2025Q2: 16,824 shares; 2025Q3: 16,968 shares; 2025Q4: 17,023 shares; 2026Q1: 16,966 shares; 2026Q2: 17,474 shares 17,474 $1.24M 0.06% +508 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,114 shares; 2024Q4: 5,907 shares; 2025Q1: 5,854 shares; 2025Q2: 5,854 shares; 2025Q3: 5,854 shares; 2025Q4: 4,865 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864 $1.23M 0.06% 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: 11,677 shares; 2024Q4: 23,245 shares; 2025Q1: 23,260 shares; 2025Q2: 28,361 shares; 2025Q3: 32,934 shares; 2025Q4: 31,445 shares; 2026Q1: 31,585 shares; 2026Q2: 33,707 shares 33,707 $1.22M 0.06% +2,122 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,993 shares; 2024Q4: 5,015 shares; 2025Q1: 5,036 shares; 2025Q2: 5,055 shares; 2025Q3: 5,072 shares; 2025Q4: 5,087 shares; 2026Q1: 5,099 shares; 2026Q2: 5,112 shares 5,112 $1.21M 0.06% +13 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,601 shares; 2024Q4: 15,378 shares; 2025Q1: 15,439 shares; 2025Q2: 15,236 shares; 2025Q3: 15,300 shares; 2025Q4: 16,112 shares; 2026Q1: 19,214 shares; 2026Q2: 20,876 shares 20,876 $1.21M 0.06% +1,662 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,952 shares; 2024Q4: 17,844 shares; 2025Q1: 17,488 shares; 2025Q2: 18,151 shares; 2025Q3: 18,277 shares; 2025Q4: 19,778 shares; 2026Q1: 19,964 shares; 2026Q2: 19,585 shares 19,585 $1.18M 0.06% -379 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: 12,029 shares; 2024Q4: 34,867 shares; 2025Q1: 35,200 shares; 2025Q2: 35,796 shares; 2025Q3: 36,350 shares; 2025Q4: 36,098 shares; 2026Q1: 36,200 shares; 2026Q2: 36,576 shares 36,576 $1.16M 0.06% +376 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: 2,819 shares; 2024Q4: 2,813 shares; 2025Q1: 2,823 shares; 2025Q2: 2,823 shares; 2025Q3: 2,831 shares; 2025Q4: 2,851 shares; 2026Q1: 3,237 shares; 2026Q2: 14,307 shares 14,307 $1.15M 0.06% +11,070 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: 1,717 shares; 2024Q4: 1,722 shares; 2025Q1: 1,715 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,681 shares; 2026Q1: 1,801 shares; 2026Q2: 1,749 shares 1,749 $1.11M 0.06% -52 Timeline ROCY 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: 19,224 shares 19,224 $1.04M 0.05% 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: 2,147 shares; 2024Q4: 2,180 shares; 2025Q1: 2,247 shares; 2025Q2: 2,242 shares; 2025Q3: 2,170 shares; 2025Q4: 3,055 shares; 2026Q1: 3,082 shares; 2026Q2: 2,718 shares 2,718 $1.02M 0.05% -364 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: 4,946 shares; 2024Q4: 4,825 shares; 2025Q1: 4,857 shares; 2025Q2: 4,882 shares; 2025Q3: 4,879 shares; 2025Q4: 6,132 shares; 2026Q1: 5,956 shares; 2026Q2: 5,964 shares 5,964 $1.01M 0.05% +8 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,769 shares; 2024Q4: 10,831 shares; 2025Q1: 10,891 shares; 2025Q2: 10,948 shares; 2025Q3: 11,019 shares; 2025Q4: 11,085 shares; 2026Q1: 11,155 shares; 2026Q2: 11,218 shares 11,218 $1M 0.05% +63 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 10,932 shares; 2025Q1: 10,980 shares; 2025Q2: 11,131 shares; 2025Q3: 11,124 shares; 2025Q4: 11,229 shares; 2026Q1: 11,174 shares; 2026Q2: 10,001 shares 10,001 $982K 0.05% -1,173 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 2,989 shares; 2025Q1: 9,958 shares; 2025Q2: 10,307 shares; 2025Q3: 10,165 shares; 2025Q4: 7,509 shares; 2026Q1: 7,604 shares; 2026Q2: 7,625 shares 7,625 $977K 0.05% +21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,608 shares; 2025Q1: 5,616 shares; 2025Q2: 5,627 shares; 2025Q3: 5,634 shares; 2025Q4: 5,641 shares; 2026Q1: 5,629 shares; 2026Q2: 4,310 shares 4,310 $961K 0.05% -1,319 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,180 shares; 2024Q4: 6,224 shares; 2025Q1: 6,263 shares; 2025Q2: 6,413 shares; 2025Q3: 5,735 shares; 2025Q4: 5,767 shares; 2026Q1: 10,235 shares; 2026Q2: 11,070 shares 11,070 $957K 0.05% +835 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,186 shares; 2025Q1: 2,192 shares; 2025Q2: 2,199 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares; 2026Q2: 2,242 shares 2,242 $934K 0.05% +36 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: 3,939 shares; 2024Q4: 3,692 shares; 2025Q1: 3,564 shares; 2025Q2: 5,220 shares; 2025Q3: 6,024 shares; 2025Q4: 6,099 shares; 2026Q1: 6,529 shares; 2026Q2: 6,346 shares 6,346 $930K 0.05% -183 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: 1,321 shares; 2025Q4: 1,798 shares; 2026Q1: 1,982 shares; 2026Q2: 1,596 shares 1,596 $927K 0.05% -386 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $915K 0.05% 0 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: 1,145 shares; 2024Q4: 2,290 shares; 2025Q1: 2,300 shares; 2025Q2: 2,360 shares; 2025Q3: 2,340 shares; 2025Q4: 2,940 shares; 2026Q1: 2,483 shares; 2026Q2: 2,634 shares 2,634 $898K 0.05% +151 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 2,163 shares 2,163 $894K 0.05% 0 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: 996 shares; 2026Q2: 774 shares 774 $893K 0.05% -222 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: 981 shares; 2024Q4: 984 shares; 2025Q1: 880 shares; 2025Q2: 922 shares; 2025Q3: 923 shares; 2025Q4: 926 shares; 2026Q1: 954 shares; 2026Q2: 7,421 shares 7,421 $887K 0.05% +6,467 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: 8,457 shares; 2024Q4: 8,395 shares; 2025Q1: 7,662 shares; 2025Q2: 7,592 shares; 2025Q3: 7,638 shares; 2025Q4: 15,296 shares; 2026Q1: 16,413 shares; 2026Q2: 16,432 shares 16,432 $873K 0.05% +19 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: 1,164 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,182 shares; 2025Q3: 1,184 shares; 2025Q4: 11,820 shares; 2026Q1: 12,140 shares; 2026Q2: 12,080 shares 12,080 $863K 0.04% -60 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,217 shares; 2025Q2: 1,218 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,215 shares; 2026Q2: 1,216 shares 1,216 $855K 0.04% +1 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,611 shares 5,611 $847K 0.04% new Timeline SMB 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: 37,883 shares; 2024Q4: 39,244 shares; 2025Q1: 40,400 shares; 2025Q2: 39,836 shares; 2025Q3: 42,561 shares; 2025Q4: 47,874 shares; 2026Q1: 47,376 shares; 2026Q2: 48,426 shares 48,426 $840K 0.04% +1,050 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: 803 shares; 2025Q1: 808 shares; 2025Q2: 817 shares; 2025Q3: 816 shares; 2025Q4: 827 shares; 2026Q1: 938 shares; 2026Q2: 871 shares 871 $837K 0.04% -67 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: 1,953 shares; 2024Q4: 1,953 shares; 2025Q1: 1,894 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 9,475 shares 9,475 $833K 0.04% +7,580 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: 2,482 shares; 2024Q4: 2,254 shares; 2025Q1: 2,448 shares; 2025Q2: 2,405 shares; 2025Q3: 2,405 shares; 2025Q4: 2,460 shares; 2026Q1: 2,425 shares; 2026Q2: 2,692 shares 2,692 $816K 0.04% +267 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 4,351 shares; 2025Q1: 3,380 shares; 2025Q2: 3,371 shares; 2025Q3: 3,414 shares; 2025Q4: 3,522 shares; 2026Q1: 3,342 shares; 2026Q2: 3,639 shares 3,639 $793K 0.04% +297 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: 1,589 shares; 2024Q4: 1,581 shares; 2025Q1: 1,503 shares; 2025Q2: 1,503 shares; 2025Q3: 1,588 shares; 2025Q4: 1,485 shares; 2026Q1: 1,424 shares; 2026Q2: 9,030 shares 9,030 $778K 0.04% +7,606 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,771 shares; 2024Q4: 4,760 shares; 2025Q1: 4,372 shares; 2025Q2: 4,380 shares; 2025Q3: 4,356 shares; 2025Q4: 4,363 shares; 2026Q1: 4,368 shares; 2026Q2: 4,352 shares 4,352 $777K 0.04% -16 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,277 shares; 2024Q4: 34,136 shares; 2025Q1: 31,091 shares; 2025Q2: 31,585 shares; 2025Q3: 24,716 shares; 2025Q4: 24,805 shares; 2026Q1: 24,945 shares; 2026Q2: 25,220 shares 25,220 $769K 0.04% +275 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,661 shares; 2024Q4: 33,067 shares; 2025Q1: 33,733 shares; 2025Q2: 33,651 shares; 2025Q3: 34,376 shares; 2025Q4: 37,044 shares; 2026Q1: 37,499 shares; 2026Q2: 40,126 shares 40,126 $767K 0.04% +2,627 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: 20,488 shares; 2024Q4: 19,965 shares; 2025Q1: 20,415 shares; 2025Q2: 19,338 shares; 2025Q3: 18,241 shares; 2025Q4: 18,198 shares; 2026Q1: 18,421 shares; 2026Q2: 18,118 shares 18,118 $767K 0.04% -303 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,128 shares; 2024Q4: 7,307 shares; 2025Q1: 7,277 shares; 2025Q2: 7,037 shares; 2025Q3: 7,048 shares; 2025Q4: 6,946 shares; 2026Q1: 6,925 shares; 2026Q2: 13,577 shares 13,577 $762K 0.04% +6,652 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: 9,033 shares; 2024Q4: 9,113 shares; 2025Q1: 9,468 shares; 2025Q2: 9,543 shares; 2025Q3: 9,624 shares; 2025Q4: 9,698 shares; 2026Q1: 10,111 shares; 2026Q2: 10,179 shares 10,179 $757K 0.04% +68 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; 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: 2,733 shares; 2026Q2: 2,719 shares 2,719 $751K 0.04% -14 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: 8,807 shares; 2024Q4: 8,849 shares; 2025Q1: 8,873 shares; 2025Q2: 8,961 shares; 2025Q3: 9,019 shares; 2025Q4: 9,083 shares; 2026Q1: 9,303 shares; 2026Q2: 8,934 shares 8,934 $738K 0.04% -369 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: 7,447 shares; 2024Q4: 7,441 shares; 2025Q1: 7,132 shares; 2025Q2: 7,234 shares; 2025Q3: 7,163 shares; 2025Q4: 12,096 shares; 2026Q1: 12,355 shares; 2026Q2: 12,426 shares 12,426 $716K 0.04% +71 Timeline ROCQ 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: 12,372 shares 12,372 $713K 0.04% new 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: 518 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 7,725 shares; 2025Q3: 7,731 shares; 2025Q4: 8,692 shares; 2026Q1: 7,725 shares; 2026Q2: 7,725 shares 7,725 $711K 0.04% 0 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: 7,694 shares; 2024Q4: 7,322 shares; 2025Q1: 7,374 shares; 2025Q2: 5,141 shares; 2025Q3: 5,102 shares; 2025Q4: 4,968 shares; 2026Q1: 4,965 shares; 2026Q2: 4,976 shares 4,976 $710K 0.04% +11 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: 20,477 shares; 2024Q4: 20,948 shares; 2025Q1: 22,420 shares; 2025Q2: 5,792 shares; 2025Q3: 5,791 shares; 2025Q4: 7,092 shares; 2026Q1: 5,319 shares; 2026Q2: 5,182 shares 5,182 $702K 0.04% -137 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,111 shares; 2026Q1: 8,294 shares; 2026Q2: 6,806 shares 6,806 $685K 0.04% -1,488 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,139 shares; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,351 shares; 2025Q4: 1,401 shares; 2026Q1: 1,412 shares; 2026Q2: 1,413 shares 1,413 $675K 0.04% +1 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: 32,607 shares; 2024Q4: 32,872 shares; 2025Q1: 32,945 shares; 2025Q2: 33,726 shares; 2025Q3: 33,807 shares; 2025Q4: 33,827 shares; 2026Q1: 34,273 shares; 2026Q2: 32,384 shares 32,384 $670K 0.03% -1,889 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: 335 shares; 2025Q4: 535 shares; 2026Q1: 562 shares; 2026Q2: 566 shares 566 $665K 0.03% +4 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: 1,435 shares; 2024Q4: 1,422 shares; 2025Q1: 1,420 shares; 2025Q2: 1,421 shares; 2025Q3: 1,419 shares; 2025Q4: 1,427 shares; 2026Q1: 1,606 shares; 2026Q2: 1,607 shares 1,607 $658K 0.03% +1 Timeline TDIV 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: 7,020 shares; 2024Q4: 6,920 shares; 2025Q1: 6,720 shares; 2025Q2: 6,720 shares; 2025Q3: 6,335 shares; 2025Q4: 5,923 shares; 2026Q1: 5,663 shares; 2026Q2: 5,654 shares 5,654 $650K 0.03% -9 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: 570 shares; 2024Q4: 609 shares; 2025Q1: 639 shares; 2025Q2: 653 shares; 2025Q3: 601 shares; 2025Q4: 594 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $618K 0.03% 0 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: 25,262 shares; 2024Q4: 6,582 shares; 2025Q1: 6,575 shares; 2025Q2: 6,241 shares; 2025Q3: 6,299 shares; 2025Q4: 6,570 shares; 2026Q1: 6,268 shares; 2026Q2: 6,420 shares 6,420 $618K 0.03% +152 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,662 shares; 2024Q4: 2,667 shares; 2025Q1: 2,687 shares; 2025Q2: 2,544 shares; 2025Q3: 2,549 shares; 2025Q4: 3,704 shares; 2026Q1: 3,823 shares; 2026Q2: 4,063 shares 4,063 $616K 0.03% +240 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: 4,175 shares; 2024Q4: 4,021 shares; 2025Q1: 4,045 shares; 2025Q2: 4,065 shares; 2025Q3: 4,068 shares; 2025Q4: 4,075 shares; 2026Q1: 4,137 shares; 2026Q2: 4,148 shares 4,148 $594K 0.03% +11 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: 6,368 shares; 2024Q4: 6,395 shares; 2025Q1: 5,428 shares; 2025Q2: 5,432 shares; 2025Q3: 5,456 shares; 2025Q4: 5,483 shares; 2026Q1: 6,028 shares; 2026Q2: 6,460 shares 6,460 $592K 0.03% +432 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: 9,107 shares; 2024Q4: 12,371 shares; 2025Q1: 12,981 shares; 2025Q2: 13,370 shares; 2025Q3: 16,881 shares; 2025Q4: 20,248 shares; 2026Q1: 16,234 shares; 2026Q2: 17,631 shares 17,631 $587K 0.03% +1,397 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,044 shares; 2025Q1: 4,056 shares; 2025Q2: 4,069 shares; 2025Q3: 4,009 shares; 2025Q4: 4,011 shares; 2026Q1: 3,823 shares; 2026Q2: 3,834 shares 3,834 $583K 0.03% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,171 shares; 2025Q3: 17,050 shares; 2025Q4: 17,164 shares; 2026Q1: 16,971 shares; 2026Q2: 15,100 shares 15,100 $577K 0.03% -1,871 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,758 shares; 2025Q3: 2,782 shares; 2025Q4: 3,973 shares; 2026Q1: 4,069 shares; 2026Q2: 4,079 shares 4,079 $571K 0.03% +10 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,753 shares; 2024Q4: 7,875 shares; 2025Q1: 33,616 shares; 2025Q2: 33,616 shares; 2025Q3: 37,461 shares; 2025Q4: 32,279 shares; 2026Q1: 33,917 shares; 2026Q2: 33,917 shares 33,917 $563K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 643 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 739 shares 739 $559K 0.03% -131 Timeline RZG 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: 7,711 shares; 2024Q4: 7,846 shares; 2025Q1: 7,851 shares; 2025Q2: 7,856 shares; 2025Q3: 7,861 shares; 2025Q4: 7,865 shares; 2026Q1: 7,876 shares; 2026Q2: 7,632 shares 7,632 $555K 0.03% -244 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,509 shares; 2024Q4: 5,482 shares; 2025Q1: 5,314 shares; 2025Q2: 5,360 shares; 2025Q3: 5,416 shares; 2025Q4: 5,734 shares; 2026Q1: 6,001 shares; 2026Q2: 5,861 shares 5,861 $554K 0.03% -140 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: 952 shares; 2024Q4: 1,027 shares; 2025Q1: 1,020 shares; 2025Q2: 1,148 shares; 2025Q3: 1,167 shares; 2025Q4: 1,333 shares; 2026Q1: 1,137 shares; 2026Q2: 1,064 shares 1,064 $546K 0.03% -73 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: 2,279 shares; 2024Q4: 2,162 shares; 2025Q1: 2,055 shares; 2025Q2: 1,959 shares; 2025Q3: 1,813 shares; 2025Q4: 1,819 shares; 2026Q1: 1,822 shares; 2026Q2: 1,825 shares 1,825 $546K 0.03% +3 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: 8,107 shares; 2024Q4: 18,322 shares; 2025Q1: 19,843 shares; 2025Q2: 25,133 shares; 2025Q3: 25,027 shares; 2025Q4: 25,055 shares; 2026Q1: 23,624 shares; 2026Q2: 23,050 shares 23,050 $533K 0.03% -574 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,701 shares; 2024Q4: 6,726 shares; 2025Q1: 6,759 shares; 2025Q2: 6,686 shares; 2025Q3: 6,807 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares; 2026Q2: 6,872 shares 6,872 $533K 0.03% +24 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares; 2026Q2: 3,784 shares 3,784 $529K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,137 shares; 2024Q4: 5,961 shares; 2025Q1: 5,679 shares; 2025Q2: 5,712 shares; 2025Q3: 5,714 shares; 2025Q4: 5,934 shares; 2026Q1: 6,057 shares; 2026Q2: 6,075 shares 6,075 $528K 0.03% +18 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 15,328 shares; 2025Q1: 15,401 shares; 2025Q2: 14,973 shares; 2025Q3: 14,516 shares; 2025Q4: 14,559 shares; 2026Q1: 14,499 shares; 2026Q2: 14,236 shares 14,236 $523K 0.03% -263 Timeline VTWV 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: 2,581 shares; 2024Q4: 2,596 shares; 2025Q1: 2,606 shares; 2025Q2: 2,616 shares; 2025Q3: 2,632 shares; 2025Q4: 2,646 shares; 2026Q1: 2,656 shares; 2026Q2: 2,666 shares 2,666 $521K 0.03% +10 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,862 shares; 2024Q4: 5,370 shares; 2025Q1: 5,307 shares; 2025Q2: 5,390 shares; 2025Q3: 5,372 shares; 2025Q4: 6,458 shares; 2026Q1: 5,274 shares; 2026Q2: 5,142 shares 5,142 $509K 0.03% -132 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,198 shares; 2024Q4: 5,262 shares; 2025Q1: 5,271 shares; 2025Q2: 5,328 shares; 2025Q3: 5,328 shares; 2025Q4: 5,401 shares; 2026Q1: 5,401 shares; 2026Q2: 5,655 shares 5,655 $496K 0.03% +254 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,778 shares; 2024Q4: 6,842 shares; 2025Q1: 6,912 shares; 2025Q2: 6,985 shares; 2025Q3: 6,284 shares; 2025Q4: 6,338 shares; 2026Q1: 6,387 shares; 2026Q2: 6,428 shares 6,428 $491K 0.03% +41 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,553 shares; 2025Q3: 4,553 shares; 2025Q4: 5,384 shares; 2026Q1: 5,432 shares; 2026Q2: 5,512 shares 5,512 $491K 0.03% +80 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: 8,513 shares; 2024Q4: 6,553 shares; 2025Q1: 6,313 shares; 2025Q2: 5,433 shares; 2025Q3: 4,388 shares; 2025Q4: 4,358 shares; 2026Q1: 4,358 shares; 2026Q2: 4,258 shares 4,258 $486K 0.03% -100 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $486K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG 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: 1,265 shares; 2025Q3: 1,267 shares; 2025Q4: 1,265 shares; 2026Q1: 1,300 shares; 2026Q2: 1,212 shares 1,212 $481K 0.03% -88 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 4,508 shares; 2025Q2: 7,208 shares; 2025Q3: 7,216 shares; 2025Q4: 7,216 shares; 2026Q1: 7,223 shares; 2026Q2: 7,219 shares 7,219 $474K 0.02% -4 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: 5,396 shares; 2024Q4: 5,296 shares; 2025Q1: 5,328 shares; 2025Q2: 5,217 shares; 2025Q3: 5,239 shares; 2025Q4: 5,245 shares; 2026Q1: 5,276 shares; 2026Q2: 5,201 shares 5,201 $472K 0.02% -75 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,385 shares; 2026Q2: 4,671 shares 4,671 $471K 0.02% +286 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,240 shares; 2025Q4: 2,601 shares; 2026Q1: 2,565 shares; 2026Q2: 2,578 shares 2,578 $466K 0.02% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 3,553 shares; 2025Q1: 3,601 shares; 2025Q2: 3,637 shares; 2025Q3: 3,676 shares; 2025Q4: 4,203 shares; 2026Q1: 3,659 shares; 2026Q2: 4,137 shares 4,137 $447K 0.02% +478 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,584 shares; 2025Q1: 1,570 shares; 2025Q2: 1,574 shares; 2025Q3: 1,579 shares; 2025Q4: 1,621 shares; 2026Q1: 1,626 shares; 2026Q2: 1,590 shares 1,590 $443K 0.02% -36 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 3,125 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $435K 0.02% 0 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: 1,932 shares 1,932 $433K 0.02% 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: 1,925 shares 1,925 $426K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,007 shares; 2024Q4: 2,008 shares; 2025Q1: 2,009 shares; 2025Q2: 2,011 shares; 2025Q3: 2,014 shares; 2025Q4: 1,975 shares; 2026Q1: 1,881 shares; 2026Q2: 1,882 shares 1,882 $419K 0.02% +1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 7,085 shares; 2025Q1: 1,596 shares; 2025Q2: 1,707 shares; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: 1,932 shares; 2026Q2: 1,897 shares 1,897 $418K 0.02% -35 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: 433 shares 433 $418K 0.02% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,427 shares; 2024Q4: 6,478 shares; 2025Q1: 5,372 shares; 2025Q2: 5,676 shares; 2025Q3: 5,845 shares; 2025Q4: 5,912 shares; 2026Q1: 5,260 shares; 2026Q2: 5,340 shares 5,340 $416K 0.02% +80 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,106 shares; 2024Q4: 4,246 shares; 2025Q1: 4,212 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,289 shares; 2026Q1: 3,666 shares; 2026Q2: 3,439 shares 3,439 $413K 0.02% -227 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: 702,163 shares; 2024Q4: 3,663 shares; 2025Q1: 3,593 shares; 2025Q2: 4,131 shares; 2025Q3: 3,593 shares; 2025Q4: 3,548 shares; 2026Q1: 4,110 shares; 2026Q2: 4,110 shares 4,110 $412K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,968 shares; 2024Q4: 39,411 shares; 2025Q1: 39,454 shares; 2025Q2: 38,974 shares; 2025Q3: 39,021 shares; 2025Q4: 37,548 shares; 2026Q1: 29,415 shares; 2026Q2: 29,659 shares 29,659 $412K 0.02% +244 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: 26,796 shares; 2024Q4: 25,687 shares; 2025Q1: 15,476 shares; 2025Q2: 14,044 shares; 2025Q3: 14,371 shares; 2025Q4: 16,833 shares; 2026Q1: 16,967 shares; 2026Q2: 17,043 shares 17,043 $410K 0.02% +76 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 881 shares; 2026Q2: 847 shares 847 $410K 0.02% -34 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 843 shares; 2025Q3: 841 shares; 2025Q4: 839 shares; 2026Q1: 849 shares; 2026Q2: 812 shares 812 $407K 0.02% -37 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: 3,994 shares; 2024Q4: 3,483 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,513 shares; 2025Q4: 3,500 shares; 2026Q1: 3,522 shares; 2026Q2: 3,465 shares 3,465 $407K 0.02% -57 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,897 shares; 2025Q2: 2,897 shares; 2025Q3: 4,297 shares; 2025Q4: 4,297 shares; 2026Q1: 5,253 shares; 2026Q2: 5,253 shares 5,253 $404K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,332 shares; 2025Q1: 2,492 shares; 2025Q2: 2,512 shares; 2025Q3: 1,996 shares; 2025Q4: 2,232 shares; 2026Q1: 2,195 shares; 2026Q2: 2,182 shares 2,182 $403K 0.02% -13 Timeline MOAT 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: 4,394 shares; 2024Q4: 4,724 shares; 2025Q1: 5,075 shares; 2025Q2: 5,095 shares; 2025Q3: 4,723 shares; 2025Q4: 3,835 shares; 2026Q1: 4,256 shares; 2026Q2: 3,803 shares 3,803 $395K 0.02% -453 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: 1,126 shares; 2026Q1: 1,142 shares; 2026Q2: 1,143 shares 1,143 $389K 0.02% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,685 shares; 2024Q4: 6,696 shares; 2025Q1: 6,731 shares; 2025Q2: 6,551 shares; 2025Q3: 6,572 shares; 2025Q4: 6,593 shares; 2026Q1: 6,768 shares; 2026Q2: 6,792 shares 6,792 $377K 0.02% +24 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: 9,931 shares; 2024Q4: 7,069 shares; 2025Q1: 6,250 shares; 2025Q2: 6,263 shares; 2025Q3: 6,288 shares; 2025Q4: 6,306 shares; 2026Q1: 6,457 shares; 2026Q2: 6,271 shares 6,271 $374K 0.02% -186 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: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,847 shares; 2025Q2: 5,847 shares; 2025Q3: 5,861 shares; 2025Q4: 5,861 shares; 2026Q1: 5,898 shares; 2026Q2: 6,324 shares 6,324 $373K 0.02% +426 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,245 shares; 2024Q4: 10,695 shares; 2025Q1: 10,035 shares; 2025Q2: 10,035 shares; 2025Q3: 9,575 shares; 2025Q4: 12,167 shares; 2026Q1: 13,817 shares; 2026Q2: 14,568 shares 14,568 $368K 0.02% +751 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: 5,299 shares; 2024Q4: 4,981 shares; 2025Q1: 4,843 shares; 2025Q2: 4,884 shares; 2025Q3: 4,926 shares; 2025Q4: 5,052 shares; 2026Q1: 5,001 shares; 2026Q2: 5,051 shares 5,051 $363K 0.02% +50 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: not reported; 2025Q3: not reported; 2025Q4: 692 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $360K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $359K 0.02% new Timeline PRFZ 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: 7,154 shares; 2024Q4: 6,940 shares; 2025Q1: 6,946 shares; 2025Q2: 6,960 shares; 2025Q3: 6,973 shares; 2025Q4: 6,986 shares; 2026Q1: 6,419 shares; 2026Q2: 6,429 shares 6,429 $359K 0.02% +10 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: 965 shares; 2026Q2: 551 shares 551 $352K 0.02% -414 Timeline VIOV 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: 2,877 shares; 2024Q4: 2,887 shares; 2025Q1: 2,891 shares; 2025Q2: 2,964 shares; 2025Q3: 2,970 shares; 2025Q4: 2,990 shares; 2026Q1: 2,995 shares; 2026Q2: 2,999 shares 2,999 $352K 0.02% +4 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,264 shares; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,165 shares; 2025Q3: 2,165 shares; 2025Q4: 2,184 shares; 2026Q1: 2,204 shares; 2026Q2: 2,196 shares 2,196 $345K 0.02% -8 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,723 shares; 2025Q4: 2,747 shares; 2026Q1: 2,465 shares; 2026Q2: 2,007 shares 2,007 $341K 0.02% -458 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: 2,011 shares; 2024Q4: 1,998 shares; 2025Q1: 2,001 shares; 2025Q2: 2,041 shares; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: 2,638 shares; 2026Q2: 2,609 shares 2,609 $341K 0.02% -29 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,072 shares; 2025Q4: 1,071 shares; 2026Q1: 1,071 shares; 2026Q2: 1,071 shares 1,071 $340K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,494 shares; 2025Q1: 2,514 shares; 2025Q2: 2,597 shares; 2025Q3: 2,599 shares; 2025Q4: 2,606 shares; 2026Q1: 4,045 shares; 2026Q2: 3,453 shares 3,453 $339K 0.02% -592 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: 2,649 shares; 2024Q4: 2,617 shares; 2025Q1: 2,648 shares; 2025Q2: 2,651 shares; 2025Q3: 2,457 shares; 2025Q4: 2,453 shares; 2026Q1: 3,312 shares; 2026Q2: 2,111 shares 2,111 $331K 0.02% -1,201 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $329K 0.02% 0 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: 6,390 shares; 2024Q4: 6,407 shares; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 7,271 shares; 2025Q4: 6,951 shares; 2026Q1: 6,807 shares; 2026Q2: 6,821 shares 6,821 $324K 0.02% +14 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: not reported; 2025Q2: 471 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $315K 0.02% new Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 1,976 shares; 2025Q1: 1,983 shares; 2025Q2: 2,334 shares; 2025Q3: 1,745 shares; 2025Q4: 2,253 shares; 2026Q1: 2,259 shares; 2026Q2: 2,268 shares 2,268 $312K 0.02% +9 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,501 shares; 2024Q4: 7,266 shares; 2025Q1: 7,266 shares; 2025Q2: 7,281 shares; 2025Q3: 7,275 shares; 2025Q4: 7,266 shares; 2026Q1: 7,277 shares; 2026Q2: 7,277 shares 7,277 $311K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,522 shares; 2024Q4: 2,531 shares; 2025Q1: 2,340 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,283 shares; 2026Q1: 2,579 shares; 2026Q2: 2,815 shares 2,815 $309K 0.02% +236 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 1,413 shares; 2025Q1: 1,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 3,386 shares; 2026Q2: 3,228 shares 3,228 $308K 0.02% -158 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,003 shares; 2026Q1: 9,531 shares; 2026Q2: 9,568 shares 9,568 $306K 0.02% +37 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,067 shares; 2024Q4: 18,804 shares; 2025Q1: 17,086 shares; 2025Q2: 16,435 shares; 2025Q3: 16,455 shares; 2025Q4: 16,363 shares; 2026Q1: 16,425 shares; 2026Q2: 16,474 shares 16,474 $305K 0.02% +49 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,141 shares; 2025Q4: 1,140 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $303K 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,896 shares; 2026Q1: 2,133 shares; 2026Q2: 1,462 shares 1,462 $302K 0.02% -671 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 3,341 shares; 2026Q1: 3,141 shares; 2026Q2: 3,041 shares 3,041 $300K 0.02% -100 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 1,221 shares 1,221 $299K 0.02% +10 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $297K 0.02% 0 Timeline EZET FRANKLIN ETHEREUM TR More: the full row for FRANKLIN 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: 29,930 shares; 2025Q4: 34,680 shares; 2026Q1: 24,785 shares; 2026Q2: 24,785 shares 24,785 $297K 0.02% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,186 shares; 2025Q1: 2,186 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,171 shares; 2026Q2: 2,026 shares 2,026 $296K 0.02% -145 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: 3,157 shares; 2024Q4: 9,897 shares; 2025Q1: 9,569 shares; 2025Q2: 8,855 shares; 2025Q3: 8,888 shares; 2025Q4: 9,606 shares; 2026Q1: 9,522 shares; 2026Q2: 9,476 shares 9,476 $295K 0.02% -46 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,933 shares; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $294K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,131 shares; 2026Q1: 3,598 shares; 2026Q2: 5,409 shares 5,409 $289K 0.02% +1,811 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; 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: 3,821 shares; 2026Q2: 3,822 shares 3,822 $285K 0.01% +1 Timeline JBL JABIL INC More: the full row for JABIL 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: 734 shares 734 $283K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,199 shares; 2024Q4: 10,199 shares; 2025Q1: 10,199 shares; 2025Q2: 10,199 shares; 2025Q3: 10,199 shares; 2025Q4: 10,199 shares; 2026Q1: 10,199 shares; 2026Q2: 10,199 shares 10,199 $281K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 335 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $281K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 16,415 shares; 2026Q1: 16,628 shares; 2026Q2: 16,628 shares 16,628 $280K 0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,219 shares 1,219 $279K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,026 shares; 2024Q4: 6,046 shares; 2025Q1: 6,065 shares; 2025Q2: 6,082 shares; 2025Q3: 6,100 shares; 2025Q4: 6,116 shares; 2026Q1: 5,304 shares; 2026Q2: 5,113 shares 5,113 $276K 0.01% -191 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,004 shares; 2025Q1: 1,006 shares; 2025Q2: 1,386 shares; 2025Q3: 1,389 shares; 2025Q4: 1,908 shares; 2026Q1: 2,494 shares; 2026Q2: 1,654 shares 1,654 $276K 0.01% -840 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 1,184 shares; 2025Q3: 1,186 shares; 2025Q4: 987 shares; 2026Q1: 802 shares; 2026Q2: 803 shares 803 $275K 0.01% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $275K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,818 shares; 2025Q1: 1,753 shares; 2025Q2: 1,735 shares; 2025Q3: 1,742 shares; 2025Q4: 1,771 shares; 2026Q1: 1,724 shares; 2026Q2: 1,713 shares 1,713 $264K 0.01% -11 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,390 shares; 2026Q2: 1,390 shares 1,390 $264K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $263K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,120 shares; 2024Q4: 15,820 shares; 2025Q1: 14,820 shares; 2025Q2: 14,820 shares; 2025Q3: 14,365 shares; 2025Q4: 14,365 shares; 2026Q1: 14,365 shares; 2026Q2: 14,550 shares 14,550 $261K 0.01% +185 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: not reported; 2024Q4: not reported; 2025Q1: 2,598 shares; 2025Q2: 2,603 shares; 2025Q3: 2,616 shares; 2025Q4: 2,614 shares; 2026Q1: 2,797 shares; 2026Q2: 2,804 shares 2,804 $259K 0.01% +7 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,611 shares; 2025Q2: 4,613 shares; 2025Q3: 4,613 shares; 2025Q4: 4,663 shares; 2026Q1: 4,749 shares; 2026Q2: 4,768 shares 4,768 $258K 0.01% +19 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: not reported; 2026Q2: 362 shares 362 $258K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares; 2026Q1: 1,878 shares; 2026Q2: 1,887 shares 1,887 $258K 0.01% +9 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,036 shares 1,036 $255K 0.01% +1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 662 shares; 2025Q3: 667 shares; 2025Q4: 665 shares; 2026Q1: 785 shares; 2026Q2: 734 shares 734 $248K 0.01% -51 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; 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: 7,100 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $244K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 1,683 shares 1,683 $243K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 470 shares; 2025Q3: 380 shares; 2025Q4: 420 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $240K 0.01% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME 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: not reported; 2025Q4: not reported; 2026Q1: 10,325 shares; 2026Q2: 10,325 shares 10,325 $240K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 4,084 shares; 2025Q1: 4,108 shares; 2025Q2: 4,131 shares; 2025Q3: 4,160 shares; 2025Q4: 4,186 shares; 2026Q1: 4,204 shares; 2026Q2: 4,224 shares 4,224 $239K 0.01% +20 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,155 shares; 2024Q4: 4,163 shares; 2025Q1: 4,110 shares; 2025Q2: 4,117 shares; 2025Q3: 4,125 shares; 2025Q4: 4,330 shares; 2026Q1: 4,218 shares; 2026Q2: 4,084 shares 4,084 $236K 0.01% -134 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 4,176 shares; 2026Q2: 4,176 shares 4,176 $235K 0.01% 0 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: 3,534 shares; 2026Q2: 3,534 shares 3,534 $234K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: 1,379 shares; 2025Q1: 1,381 shares; 2025Q2: 1,420 shares; 2025Q3: 1,422 shares; 2025Q4: 1,488 shares; 2026Q1: 1,485 shares; 2026Q2: 736 shares 736 $232K 0.01% -749 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,572 shares; 2026Q1: 3,709 shares; 2026Q2: 2,474 shares 2,474 $231K 0.01% -1,235 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 797 shares 797 $231K 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,442 shares; 2026Q1: not reported; 2026Q2: 3,579 shares 3,579 $230K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,812 shares 1,812 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,108 shares 3,108 $228K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $226K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,398 shares 2,398 $225K 0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 279 shares; 2026Q2: 279 shares 279 $222K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares; 2026Q2: 3,513 shares 3,513 $221K 0.01% +7 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,046 shares; 2025Q1: 1,051 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,075 shares 1,075 $218K 0.01% +7 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES 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: 6,709 shares 6,709 $216K 0.01% new Timeline AVMU 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: 4,391 shares; 2024Q4: 4,305 shares; 2025Q1: 4,330 shares; 2025Q2: 4,369 shares; 2025Q3: 4,408 shares; 2025Q4: 4,461 shares; 2026Q1: 4,488 shares; 2026Q2: 4,526 shares 4,526 $211K 0.01% +38 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 486 shares 486 $210K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 2,966 shares 2,966 $208K 0.01% 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: 285 shares 285 $206K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $205K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: 408 shares; 2026Q2: 401 shares 401 $204K 0.01% -7 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 2,260 shares; 2026Q1: not reported; 2026Q2: 1,788 shares 1,788 $202K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,056 shares; 2024Q4: 7,041 shares; 2025Q1: 7,057 shares; 2025Q2: 6,985 shares; 2025Q3: 6,906 shares; 2025Q4: 5,860 shares; 2026Q1: 6,109 shares; 2026Q2: 4,912 shares 4,912 $202K 0.01% -1,197 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: 2,442 shares; 2024Q4: 2,446 shares; 2025Q1: 2,450 shares; 2025Q2: 2,524 shares; 2025Q3: 1,576 shares; 2025Q4: 1,593 shares; 2026Q1: 1,711 shares; 2026Q2: 1,645 shares 1,645 $196K 0.01% -66 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 2,358 shares; 2025Q1: 1,931 shares; 2025Q2: 2,276 shares; 2025Q3: 1,833 shares; 2025Q4: 1,873 shares; 2026Q1: 1,868 shares; 2026Q2: 1,878 shares 1,878 $192K 0.01% +10 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 95 shares; 2026Q2: 2,292 shares 2,292 $189K 0.01% +2,197 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 1,104 shares; 2025Q1: 1,675 shares; 2025Q2: 1,541 shares; 2025Q3: 1,595 shares; 2025Q4: 1,721 shares; 2026Q1: 2,389 shares; 2026Q2: 3,391 shares 3,391 $180K 0.01% +1,002 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 726 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 797 shares; 2026Q2: 731 shares 731 $177K 0.01% -66 Timeline FDG 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: 1,313 shares 1,313 $175K 0.01% new 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: 2,888 shares; 2024Q4: 2,425 shares; 2025Q1: 2,225 shares; 2025Q2: 2,244 shares; 2025Q3: 2,414 shares; 2025Q4: 2,601 shares; 2026Q1: 2,743 shares; 2026Q2: 2,528 shares 2,528 $173K 0.01% -215 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,306 shares; 2024Q4: 26,973 shares; 2025Q1: 20,195 shares; 2025Q2: 20,195 shares; 2025Q3: 20,195 shares; 2025Q4: 20,195 shares; 2026Q1: 18,795 shares; 2026Q2: 14,129 shares 14,129 $169K 0.01% -4,666 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,380 shares; 2024Q4: 60,380 shares; 2025Q1: 60,380 shares; 2025Q2: 60,380 shares; 2025Q3: 60,380 shares; 2025Q4: 60,530 shares; 2026Q1: 60,380 shares; 2026Q2: 60,380 shares 60,380 $164K 0.01% 0 Timeline FXZ 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 2,010 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $160K 0.01% 0 Timeline FV 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: 2,012 shares; 2024Q4: 2,013 shares; 2025Q1: 2,016 shares; 2025Q2: 2,019 shares; 2025Q3: 2,022 shares; 2025Q4: 2,027 shares; 2026Q1: 2,028 shares; 2026Q2: 2,030 shares 2,030 $154K 0.01% +2 Timeline VPU 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: 289 shares; 2024Q4: 293 shares; 2025Q1: 295 shares; 2025Q2: 297 shares; 2025Q3: 162 shares; 2025Q4: 163 shares; 2026Q1: 958 shares; 2026Q2: 748 shares 748 $146K 0.01% -210 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,146 shares; 2024Q4: 17,705 shares; 2025Q1: 17,705 shares; 2025Q2: 17,732 shares; 2025Q3: 17,732 shares; 2025Q4: 17,733 shares; 2026Q1: 17,705 shares; 2026Q2: 17,664 shares 17,664 $136K 0.01% -41 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; 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: 11,610 shares; 2026Q1: 14,587 shares; 2026Q2: 11,610 shares 11,610 $130K 0.01% -2,977 Timeline MLPA 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: 2,074 shares; 2024Q4: 2,113 shares; 2025Q1: 2,151 shares; 2025Q2: 2,191 shares; 2025Q3: 2,232 shares; 2025Q4: 2,277 shares; 2026Q1: 2,321 shares; 2026Q2: 2,365 shares 2,365 $126K 0.01% +44 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $124K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 3,321 shares; 2025Q1: 3,322 shares; 2025Q2: 3,324 shares; 2025Q3: 3,327 shares; 2025Q4: 3,280 shares; 2026Q1: 2,530 shares; 2026Q2: 2,533 shares 2,533 $122K 0.01% +3 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 562 shares; 2025Q1: 565 shares; 2025Q2: 561 shares; 2025Q3: 564 shares; 2025Q4: 567 shares; 2026Q1: 584 shares; 2026Q2: 595 shares 595 $119K 0.01% +11 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,629 shares; 2024Q4: 5,693 shares; 2025Q1: 5,756 shares; 2025Q2: 5,824 shares; 2025Q3: 5,893 shares; 2025Q4: 5,959 shares; 2026Q1: 6,024 shares; 2026Q2: 6,093 shares 6,093 $113K 0.01% +69 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 5,186 shares; 2025Q1: 5,243 shares; 2025Q2: 5,303 shares; 2025Q3: 5,364 shares; 2025Q4: 5,423 shares; 2026Q1: 5,482 shares; 2026Q2: 5,542 shares 5,542 $113K 0.01% +60 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $112K 0.01% 0 Timeline FLV 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: 1,315 shares 1,315 $107K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 3,568 shares; 2025Q1: 3,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $101K 0.01% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares; 2026Q2: 1,689 shares 1,689 $98.2K 0.01% +15 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: 253 shares; 2024Q4: 383 shares; 2025Q1: 255 shares; 2025Q2: 286 shares; 2025Q3: 451 shares; 2025Q4: 450 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $97.1K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: 930 shares; 2026Q2: 904 shares 904 $96.9K 0.01% -26 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $93.6K <0.01% 0 Timeline XAR 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: 323 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $92.4K <0.01% 0 Timeline FTXN 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: 2,619 shares; 2024Q4: 2,635 shares; 2025Q1: 2,651 shares; 2025Q2: 2,672 shares; 2025Q3: 2,689 shares; 2025Q4: 2,710 shares; 2026Q1: 2,719 shares; 2026Q2: 2,728 shares 2,728 $91.2K <0.01% +9 Timeline SPGM 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: 2,429 shares; 2024Q4: 2,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 1,040 shares 1,040 $89.1K <0.01% -114 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: 1,018 shares; 2024Q4: 1,231 shares; 2025Q1: 1,019 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,208 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $87.1K <0.01% 0 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: 267 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 510 shares; 2026Q2: 440 shares 440 $82.8K <0.01% -70 Timeline XBI 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: 4,359 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 522 shares 522 $82.6K <0.01% -283 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,499 shares; 2024Q4: 97,499 shares; 2025Q1: 97,499 shares; 2025Q2: 97,499 shares; 2025Q3: 97,499 shares; 2025Q4: 97,499 shares; 2026Q1: 97,583 shares; 2026Q2: 97,583 shares 97,583 $82.1K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 553 shares; 2025Q1: 542 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 564 shares; 2026Q1: 551 shares; 2026Q2: 566 shares 566 $80.7K <0.01% +15 Timeline SKYY 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $78.7K <0.01% 0 Timeline VMBS 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: 1,508 shares; 2024Q4: 1,567 shares; 2025Q1: 1,576 shares; 2025Q2: 1,591 shares; 2025Q3: 1,605 shares; 2025Q4: 1,623 shares; 2026Q1: 1,633 shares; 2026Q2: 1,647 shares 1,647 $77.1K <0.01% +14 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $77K <0.01% 0 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 1,310 shares 1,310 $76.2K <0.01% +1,057 Timeline NLR 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: 611 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 643 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $76.2K <0.01% 0 Timeline VCR 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: 189 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 192 shares 192 $76K <0.01% +1 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,386 shares; 2024Q4: 12,736 shares; 2025Q1: 12,737 shares; 2025Q2: 12,736 shares; 2025Q3: 12,776 shares; 2025Q4: 12,736 shares; 2026Q1: 12,736 shares; 2026Q2: 12,736 shares 12,736 $75.3K <0.01% 0 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: 372 shares; 2024Q4: 369 shares; 2025Q1: 373 shares; 2025Q2: 676 shares; 2025Q3: 635 shares; 2025Q4: 753 shares; 2026Q1: 395 shares; 2026Q2: 2,713 shares 2,713 $73.9K <0.01% +2,318 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: 1,103 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 807 shares; 2026Q1: 762 shares; 2026Q2: 772 shares 772 $73.6K <0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: 308 shares; 2025Q4: 706 shares; 2026Q1: 525 shares; 2026Q2: 808 shares 808 $71K <0.01% +283 Timeline RWO 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: 1,679 shares; 2024Q4: 1,620 shares; 2025Q1: 1,590 shares; 2025Q2: 1,578 shares; 2025Q3: 1,354 shares; 2025Q4: 1,373 shares; 2026Q1: 1,370 shares; 2026Q2: 1,382 shares 1,382 $68.7K <0.01% +12 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: 17 shares; 2024Q4: 834 shares; 2025Q1: 943 shares; 2025Q2: 3,165 shares; 2025Q3: 3,193 shares; 2025Q4: 3,240 shares; 2026Q1: 2,892 shares; 2026Q2: 2,918 shares 2,918 $66.5K <0.01% +26 Timeline RSPN 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: 6,892 shares; 2024Q4: 6,767 shares; 2025Q1: 5,825 shares; 2025Q2: 1,375 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $65.6K <0.01% 0 Timeline AVMV 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: 238 shares; 2024Q4: 239 shares; 2025Q1: 240 shares; 2025Q2: 794 shares; 2025Q3: 796 shares; 2025Q4: 798 shares; 2026Q1: 800 shares; 2026Q2: 803 shares 803 $64.7K <0.01% +3 Timeline FXL 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: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $63.5K <0.01% 0 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 714 shares 714 $58.8K <0.01% +344 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 1,662 shares; 2025Q1: 1,509 shares; 2025Q2: 1,512 shares; 2025Q3: 1,516 shares; 2025Q4: 1,522 shares; 2026Q1: 1,524 shares; 2026Q2: 1,527 shares 1,527 $58.1K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $57.4K <0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 637 shares; 2025Q1: 568 shares; 2025Q2: 579 shares; 2025Q3: 569 shares; 2025Q4: 549 shares; 2026Q1: 530 shares; 2026Q2: 551 shares 551 $56.7K <0.01% +21 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,556 shares; 2025Q1: 1,556 shares; 2025Q2: 712 shares; 2025Q3: 721 shares; 2025Q4: 727 shares; 2026Q1: 731 shares; 2026Q2: 735 shares 735 $56.6K <0.01% +4 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,061 shares; 2026Q2: 861 shares 861 $55.6K <0.01% -200 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,050 shares; 2025Q1: 1,000 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 83 shares 83 $54.4K <0.01% +8 Timeline FXR 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: 580 shares; 2024Q4: 581 shares; 2025Q1: 582 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 585 shares; 2026Q1: 586 shares; 2026Q2: 587 shares 587 $53.5K <0.01% +1 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 839 shares; 2025Q4: 2,738 shares; 2026Q1: 2,525 shares; 2026Q2: 2,555 shares 2,555 $52.8K <0.01% +30 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: 310 shares; 2024Q4: 311 shares; 2025Q1: 312 shares; 2025Q2: 314 shares; 2025Q3: 294 shares; 2025Q4: 318 shares; 2026Q1: 354 shares; 2026Q2: 333 shares 333 $52.8K <0.01% -21 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,058 shares; 2025Q1: 1,062 shares; 2025Q2: 1,069 shares; 2025Q3: 1,072 shares; 2025Q4: 1,076 shares; 2026Q1: 1,077 shares; 2026Q2: 1,080 shares 1,080 $49.2K <0.01% +3 Timeline URA 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: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,129 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares 1,122 $49K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,252 shares; 2025Q1: 2,273 shares; 2025Q2: 2,306 shares; 2025Q3: 2,340 shares; 2025Q4: 182 shares; 2026Q1: 604 shares; 2026Q2: 607 shares 607 $48.6K <0.01% +3 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $47.9K <0.01% 0 Timeline XJH 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: 894 shares; 2026Q1: 895 shares; 2026Q2: 915 shares 915 $47.7K <0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 302 shares 302 $44.2K <0.01% +177 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $41.9K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 593 shares 593 $41.2K <0.01% +10 Timeline SPTM 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $40.9K <0.01% 0 Timeline FXD 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: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 578 shares; 2025Q3: 579 shares; 2025Q4: 580 shares; 2026Q1: 581 shares; 2026Q2: 582 shares 582 $40.2K <0.01% +1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372 shares; 2025Q3: 374 shares; 2025Q4: 751 shares; 2026Q1: 755 shares; 2026Q2: 757 shares 757 $38.5K <0.01% +2 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: 931 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 931 shares; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 931 shares; 2026Q2: 931 shares 931 $36.9K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 1,041 shares; 2026Q2: 1,054 shares 1,054 $36.9K <0.01% +13 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: 1,786 shares; 2024Q4: 1,880 shares; 2025Q1: 1,030 shares; 2025Q2: 1,041 shares; 2025Q3: 1,052 shares; 2025Q4: 994 shares; 2026Q1: 942 shares; 2026Q2: 792 shares 792 $36.6K <0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $36.2K <0.01% 0 Timeline DWX 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: 714 shares; 2024Q4: 720 shares; 2025Q1: 724 shares; 2025Q2: 735 shares; 2025Q3: 742 shares; 2025Q4: 754 shares; 2026Q1: 757 shares; 2026Q2: 768 shares 768 $35.3K <0.01% +11 Timeline VDC 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: 134 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 166 shares; 2026Q2: 155 shares 155 $34.9K <0.01% -11 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 2,845 shares; 2025Q1: 2,864 shares; 2025Q2: 2,551 shares; 2025Q3: 39 shares; 2025Q4: 454 shares; 2026Q1: 442 shares; 2026Q2: 473 shares 473 $34.8K <0.01% +31 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $34.6K <0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 814 shares; 2025Q1: 616 shares; 2025Q2: 617 shares; 2025Q3: 619 shares; 2025Q4: 219 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $34K <0.01% 0 Timeline LIT 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: 468 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $32.7K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 392 shares; 2025Q1: 394 shares; 2025Q2: 397 shares; 2025Q3: 1,226 shares; 2025Q4: 406 shares; 2026Q1: 417 shares; 2026Q2: 421 shares 421 $32.3K <0.01% +4 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: 303 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 615 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $31.3K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares; 2026Q2: 282 shares 282 $31.1K <0.01% +1 Timeline XHB 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $28.9K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 668 shares; 2025Q1: 605 shares; 2025Q2: 575 shares; 2025Q3: 572 shares; 2025Q4: 541 shares; 2026Q1: 508 shares; 2026Q2: 518 shares 518 $28.3K <0.01% +10 Timeline RPV 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: 231 shares; 2024Q4: 232 shares; 2025Q1: 234 shares; 2025Q2: 235 shares; 2025Q3: 237 shares; 2025Q4: 238 shares; 2026Q1: 240 shares; 2026Q2: 241 shares 241 $27.5K <0.01% +1 Timeline MOO 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: 323 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $27.1K <0.01% 0 Timeline GDX 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: 478 shares; 2024Q4: 484 shares; 2025Q1: 448 shares; 2025Q2: 330 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $26.7K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE 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: 12,739 shares; 2026Q2: 12,739 shares 12,739 $26.6K <0.01% 0 Timeline BOTZ 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 688 shares; 2026Q2: 682 shares 682 $25.9K <0.01% -6 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $25.8K <0.01% 0 Timeline PID 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: 970 shares; 2024Q4: 975 shares; 2025Q1: 983 shares; 2025Q2: 996 shares; 2025Q3: 1,004 shares; 2025Q4: 1,009 shares; 2026Q1: 1,018 shares; 2026Q2: 1,033 shares 1,033 $22.9K <0.01% +15 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 33 shares; 2025Q3: 232 shares; 2025Q4: 350 shares; 2026Q1: 306 shares; 2026Q2: 298 shares 298 $22.7K <0.01% -8 Timeline FNDC 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $22.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 93 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $22K <0.01% 0 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20.3K <0.01% 0 Timeline DFGP 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: 342 shares; 2026Q1: 342 shares; 2026Q2: 371 shares 371 $20.2K <0.01% +29 Timeline AVEM 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: 289 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 292 shares; 2025Q3: 377 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 182 shares 182 $17.6K <0.01% +1 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $17.2K <0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,118 shares; 2025Q1: 1,720 shares; 2025Q2: 1,735 shares; 2025Q3: 1,750 shares; 2025Q4: 1,552 shares; 2026Q1: 763 shares; 2026Q2: 769 shares 769 $17.2K <0.01% +6 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 487 shares; 2025Q1: 606 shares; 2025Q2: 613 shares; 2025Q3: 619 shares; 2025Q4: 638 shares; 2026Q1: 669 shares; 2026Q2: 705 shares 705 $16.3K <0.01% +36 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 124 shares 124 $16.3K <0.01% +1 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: 770 shares; 2024Q4: 796 shares; 2025Q1: 775 shares; 2025Q2: 1,389 shares; 2025Q3: 780 shares; 2025Q4: 783 shares; 2026Q1: 839 shares; 2026Q2: 180 shares 180 $15.5K <0.01% -659 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $14.1K <0.01% 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: 1,978 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 6 shares; 2026Q2: 590 shares 590 $14K <0.01% +584 Timeline USIG 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: 199 shares; 2026Q1: 250 shares; 2026Q2: 253 shares 253 $13K <0.01% +3 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $12.7K <0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $12.6K <0.01% 0 Timeline XSW 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $12.4K <0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291 shares; 2026Q1: 291 shares; 2026Q2: 292 shares 292 $12.2K <0.01% +1 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 192 shares; 2026Q2: 194 shares 194 $11.4K <0.01% +2 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $11.3K <0.01% 0 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $11K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 243 shares 243 $10.8K <0.01% +1 Timeline DCOR 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: 129 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $10.7K <0.01% 0 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $10.5K <0.01% new 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $10.3K <0.01% 0 Timeline ESGU 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: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $10.1K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $9.99K <0.01% 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: 48 shares; 2024Q4: 103 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 81 shares; 2026Q1: 105 shares; 2026Q2: 106 shares 106 $9.84K <0.01% +1 Timeline WDIV 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 121 shares 121 $9.64K <0.01% +1 Timeline CIBR 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $9.41K <0.01% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 420 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 422 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $9.31K <0.01% 0 Timeline MDXH MDXHEALTH SA More: the full row for MDXHEALTH SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,325 shares; 2024Q4: 24,425 shares; 2025Q1: 22,625 shares; 2025Q2: 22,625 shares; 2025Q3: 22,625 shares; 2025Q4: 22,625 shares; 2026Q1: 22,625 shares; 2026Q2: 22,625 shares 22,625 $9.29K <0.01% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $9.26K <0.01% 0 Timeline FGD 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $8.64K <0.01% 0 Timeline VIOO 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: 623 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 691 shares; 2025Q3: 59 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $8.22K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $8.05K <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares; 2026Q2: 111 shares 111 $8.02K <0.01% -128 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149 shares; 2026Q1: 148 shares; 2026Q2: 194 shares 194 $7.81K <0.01% +46 Timeline SPBO 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: 238 shares; 2024Q4: 242 shares; 2025Q1: 244 shares; 2025Q2: 247 shares; 2025Q3: 251 shares; 2025Q4: 255 shares; 2026Q1: 257 shares; 2026Q2: 260 shares 260 $7.56K <0.01% +3 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $7.25K <0.01% 0 Timeline EDIV 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: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 279 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $7.25K <0.01% 0 Timeline ABND 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: 200 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $7.13K <0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.75K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $6.64K <0.01% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 167 shares 167 $6.2K <0.01% +3 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.79K <0.01% 0 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 93 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $5.54K <0.01% 0 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: not reported; 2025Q4: 150 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $5.52K <0.01% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 152 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $5.49K <0.01% 0 Timeline REMX 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: 1 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $5.4K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 55 shares; 2026Q1: 56 shares; 2026Q2: 45 shares 45 $4.94K <0.01% -11 Timeline SPSB 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 183 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $4.41K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 128 shares; 2026Q2: 129 shares 129 $4.41K <0.01% +1 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 75 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $4.09K <0.01% 0 Timeline