CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 252,632 shares; 2025Q1: 244,322 shares; 2025Q2: 240,134 shares; 2025Q3: 237,326 shares; 2025Q4: 232,552 shares; 2026Q1: 227,341 shares; 2026Q2: 224,379 shares 224,379 $11.4M 6% -2,962 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: not loaded; 2024Q4: 32,546 shares; 2025Q1: 32,831 shares; 2025Q2: 32,267 shares; 2025Q3: 31,844 shares; 2025Q4: 31,520 shares; 2026Q1: 30,832 shares; 2026Q2: 30,722 shares 30,722 $8.89M 4.69% -110 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: not loaded; 2024Q4: 27,288 shares; 2025Q1: 27,164 shares; 2025Q2: 26,731 shares; 2025Q3: 26,621 shares; 2025Q4: 26,389 shares; 2026Q1: 25,827 shares; 2026Q2: 25,486 shares 25,486 $7.66M 4.04% -341 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118,860 shares; 2025Q1: 117,729 shares; 2025Q2: 116,769 shares; 2025Q3: 115,926 shares; 2025Q4: 116,010 shares; 2026Q1: 113,758 shares; 2026Q2: 113,571 shares 113,571 $7.06M 3.73% -187 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 97,382 shares; 2025Q1: 95,698 shares; 2025Q2: 95,117 shares; 2025Q3: 60,337 shares; 2025Q4: 51,517 shares; 2026Q1: 46,957 shares; 2026Q2: 45,186 shares 45,186 $6.31M 3.33% -1,771 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,861 shares; 2025Q1: 68,172 shares; 2025Q2: 67,639 shares; 2025Q3: 69,906 shares; 2025Q4: 80,152 shares; 2026Q1: 81,474 shares; 2026Q2: 78,311 shares 78,311 $5.91M 3.12% -3,163 Timeline HYLS 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 loaded; 2024Q4: 205,028 shares; 2025Q1: 200,395 shares; 2025Q2: 208,229 shares; 2025Q3: 206,208 shares; 2025Q4: 194,266 shares; 2026Q1: 166,892 shares; 2026Q2: 143,631 shares 143,631 $5.84M 3.08% -23,261 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,053 shares; 2025Q1: 80,919 shares; 2025Q2: 94,557 shares; 2025Q3: 101,842 shares; 2025Q4: 103,958 shares; 2026Q1: 104,320 shares; 2026Q2: 113,817 shares 113,817 $5.61M 2.96% +9,497 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 260,291 shares; 2025Q1: 248,802 shares; 2025Q2: 266,654 shares; 2025Q3: 271,520 shares; 2025Q4: 266,968 shares; 2026Q1: 255,419 shares; 2026Q2: 242,137 shares 242,137 $5.4M 2.85% -13,282 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 77,815 shares; 2025Q1: 84,772 shares; 2025Q2: 93,107 shares; 2025Q3: 97,906 shares; 2025Q4: 98,827 shares; 2026Q1: 99,172 shares; 2026Q2: 108,296 shares 108,296 $5.11M 2.7% +9,124 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,838 shares; 2025Q1: 46,400 shares; 2025Q2: 85,827 shares; 2025Q3: 101,759 shares; 2025Q4: 107,285 shares; 2026Q1: 104,629 shares; 2026Q2: 109,679 shares 109,679 $4.94M 2.61% +5,050 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 loaded; 2024Q4: 3,619 shares; 2025Q1: 5,948 shares; 2025Q2: 5,934 shares; 2025Q3: 5,964 shares; 2025Q4: 87,434 shares; 2026Q1: 89,499 shares; 2026Q2: 88,508 shares 88,508 $4.5M 2.38% -991 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: not loaded; 2024Q4: 17,389 shares; 2025Q1: 18,526 shares; 2025Q2: 18,744 shares; 2025Q3: 18,700 shares; 2025Q4: 18,859 shares; 2026Q1: 18,850 shares; 2026Q2: 18,689 shares 18,689 $4.45M 2.35% -161 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: not loaded; 2024Q4: 243,703 shares; 2025Q1: 241,728 shares; 2025Q2: 239,037 shares; 2025Q3: 235,450 shares; 2025Q4: 223,858 shares; 2026Q1: 219,396 shares; 2026Q2: 209,273 shares 209,273 $3.74M 1.98% -10,123 Timeline AIRR 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 loaded; 2024Q4: not reported; 2025Q1: 12,203 shares; 2025Q2: 13,216 shares; 2025Q3: 14,528 shares; 2025Q4: 22,018 shares; 2026Q1: 25,276 shares; 2026Q2: 27,220 shares 27,220 $3.63M 1.92% +1,944 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: not loaded; 2024Q4: 23,414 shares; 2025Q1: 23,809 shares; 2025Q2: 24,248 shares; 2025Q3: 23,982 shares; 2025Q4: 23,960 shares; 2026Q1: 26,030 shares; 2026Q2: 30,576 shares 30,576 $3.6M 1.9% +4,546 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,285 shares; 2025Q1: 10,357 shares; 2025Q2: 10,218 shares; 2025Q3: 10,260 shares; 2025Q4: 9,717 shares; 2026Q1: 9,542 shares; 2026Q2: 9,539 shares 9,539 $3.41M 1.8% -3 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 loaded; 2024Q4: 39,063 shares; 2025Q1: 38,813 shares; 2025Q2: 38,662 shares; 2025Q3: 38,620 shares; 2025Q4: 38,181 shares; 2026Q1: 37,506 shares; 2026Q2: 36,736 shares 36,736 $3.39M 1.79% -770 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: not loaded; 2024Q4: 13,485 shares; 2025Q1: 13,230 shares; 2025Q2: 13,108 shares; 2025Q3: 13,106 shares; 2025Q4: 13,035 shares; 2026Q1: 12,821 shares; 2026Q2: 12,568 shares 12,568 $3.16M 1.67% -253 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,017 shares; 2025Q1: 10,762 shares; 2025Q2: 10,789 shares; 2025Q3: 11,653 shares; 2025Q4: 13,631 shares; 2026Q1: 13,699 shares; 2026Q2: 13,988 shares 13,988 $2.98M 1.57% +289 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: not loaded; 2024Q4: 6,526 shares; 2025Q1: 6,521 shares; 2025Q2: 6,469 shares; 2025Q3: 6,433 shares; 2025Q4: 6,355 shares; 2026Q1: 6,193 shares; 2026Q2: 30,842 shares 30,842 $2.71M 1.43% +24,649 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,059 shares; 2025Q1: 29,932 shares; 2025Q2: 34,740 shares; 2025Q3: 38,048 shares; 2025Q4: 42,861 shares; 2026Q1: 42,422 shares; 2026Q2: 45,974 shares 45,974 $2.46M 1.3% +3,552 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,575 shares; 2025Q1: 6,734 shares; 2025Q2: 6,800 shares; 2025Q3: 6,769 shares; 2025Q4: 6,554 shares; 2026Q1: 6,628 shares; 2026Q2: 6,547 shares 6,547 $2.44M 1.29% -81 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,795 shares; 2025Q1: 4,152 shares; 2025Q2: 5,401 shares; 2025Q3: 5,741 shares; 2025Q4: 5,687 shares; 2026Q1: 5,792 shares; 2026Q2: 5,783 shares 5,783 $2.43M 1.28% -9 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: not loaded; 2024Q4: 12,951 shares; 2025Q1: 15,181 shares; 2025Q2: 12,676 shares; 2025Q3: 10,820 shares; 2025Q4: 10,902 shares; 2026Q1: 11,027 shares; 2026Q2: 11,990 shares 11,990 $2.4M 1.27% +963 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,594 shares; 2025Q1: 3,714 shares; 2025Q2: 3,792 shares; 2025Q3: 3,829 shares; 2025Q4: 3,829 shares; 2026Q1: 3,745 shares; 2026Q2: 3,409 shares 3,409 $2.34M 1.24% -336 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: not loaded; 2024Q4: 2,788 shares; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 3,717 shares; 2025Q4: 7,121 shares; 2026Q1: 10,580 shares; 2026Q2: 10,819 shares 10,819 $2M 1.06% +239 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: not loaded; 2024Q4: 6,979 shares; 2025Q1: 6,925 shares; 2025Q2: 6,795 shares; 2025Q3: 6,757 shares; 2025Q4: 6,700 shares; 2026Q1: 6,545 shares; 2026Q2: 6,449 shares 6,449 $1.95M 1.03% -96 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,032 shares; 2025Q1: 44,050 shares; 2025Q2: 44,332 shares; 2025Q3: 42,620 shares; 2025Q4: 39,674 shares; 2026Q1: 38,749 shares; 2026Q2: 38,156 shares 38,156 $1.9M 1% -593 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,166 shares; 2026Q2: 25,020 shares 25,020 $1.79M 0.94% -146 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 3,672 shares; 2025Q4: 8,496 shares; 2026Q1: 8,931 shares; 2026Q2: 9,314 shares 9,314 $1.77M 0.94% +383 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,451 shares; 2025Q1: 15,383 shares; 2025Q2: 15,383 shares; 2025Q3: 15,404 shares; 2025Q4: 15,404 shares; 2026Q1: 15,404 shares; 2026Q2: 15,404 shares 15,404 $1.74M 0.92% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,784 shares; 2025Q1: 40,859 shares; 2025Q2: 40,621 shares; 2025Q3: 39,813 shares; 2025Q4: 39,709 shares; 2026Q1: 39,301 shares; 2026Q2: 39,117 shares 39,117 $1.69M 0.89% -184 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: not loaded; 2024Q4: 16,036 shares; 2025Q1: 16,276 shares; 2025Q2: 16,276 shares; 2025Q3: 17,092 shares; 2025Q4: 17,217 shares; 2026Q1: 17,031 shares; 2026Q2: 18,793 shares 18,793 $1.69M 0.89% +1,762 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: not loaded; 2024Q4: 4,935 shares; 2025Q1: 4,870 shares; 2025Q2: 4,731 shares; 2025Q3: 4,662 shares; 2025Q4: 4,187 shares; 2026Q1: 4,193 shares; 2026Q2: 4,125 shares 4,125 $1.46M 0.77% -68 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,009 shares; 2026Q2: 13,643 shares 13,643 $1.4M 0.74% +6,634 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,894 shares; 2025Q1: 5,898 shares; 2025Q2: 6,038 shares; 2025Q3: 5,136 shares; 2025Q4: 5,140 shares; 2026Q1: 5,213 shares; 2026Q2: 5,210 shares 5,210 $1.36M 0.72% -3 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,564 shares; 2025Q2: 27,177 shares; 2025Q3: 28,007 shares; 2025Q4: 25,555 shares; 2026Q1: 24,247 shares; 2026Q2: 26,299 shares 26,299 $1.23M 0.65% +2,052 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,023 shares; 2025Q1: 50,393 shares; 2025Q2: 49,884 shares; 2025Q3: 48,695 shares; 2025Q4: 47,636 shares; 2026Q1: 45,421 shares; 2026Q2: 45,320 shares 45,320 $1.2M 0.63% -101 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,955 shares; 2025Q1: 21,637 shares; 2025Q2: 21,387 shares; 2025Q3: 20,768 shares; 2025Q4: 19,157 shares; 2026Q1: 18,286 shares; 2026Q2: 18,279 shares 18,279 $1.14M 0.6% -7 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,737 shares; 2025Q1: 24,499 shares; 2025Q2: 24,924 shares; 2025Q3: 24,819 shares; 2025Q4: 24,619 shares; 2026Q1: 24,619 shares; 2026Q2: 26,319 shares 26,319 $1.06M 0.56% +1,700 Timeline SDVY 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 loaded; 2024Q4: 13,840 shares; 2025Q1: 17,422 shares; 2025Q2: 19,140 shares; 2025Q3: 22,236 shares; 2025Q4: 22,737 shares; 2026Q1: 23,326 shares; 2026Q2: 24,091 shares 24,091 $1.04M 0.55% +765 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: not loaded; 2024Q4: 31,167 shares; 2025Q1: 30,175 shares; 2025Q2: 30,055 shares; 2025Q3: 30,058 shares; 2025Q4: 29,672 shares; 2026Q1: 28,660 shares; 2026Q2: 28,536 shares 28,536 $1.03M 0.55% -124 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: not reported; 2026Q1: 3,529 shares; 2026Q2: 10,305 shares 10,305 $1.02M 0.54% +6,776 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,928 shares; 2025Q1: 33,991 shares; 2025Q2: 32,904 shares; 2025Q3: 32,759 shares; 2025Q4: 32,502 shares; 2026Q1: 32,438 shares; 2026Q2: 29,339 shares 29,339 $1.02M 0.54% -3,099 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,557 shares; 2026Q1: 17,140 shares; 2026Q2: 32,723 shares 32,723 $1.01M 0.53% +15,583 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: not loaded; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,505 shares; 2025Q3: 1,506 shares; 2025Q4: 2,151 shares; 2026Q1: 5,224 shares; 2026Q2: 6,353 shares 6,353 $1.01M 0.53% +1,129 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,319 shares; 2025Q1: 4,202 shares; 2025Q2: 4,199 shares; 2025Q3: 4,107 shares; 2025Q4: 4,095 shares; 2026Q1: 4,088 shares; 2026Q2: 3,999 shares 3,999 $972K 0.51% -89 Timeline CCEF CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,061 shares; 2026Q1: 26,822 shares; 2026Q2: 30,845 shares 30,845 $923K 0.49% +4,023 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: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,721 shares; 2025Q2: 1,727 shares; 2025Q3: 1,715 shares; 2025Q4: 1,716 shares; 2026Q1: 1,671 shares; 2026Q2: 1,632 shares 1,632 $919K 0.49% -39 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,255 shares; 2025Q1: 20,995 shares; 2025Q2: 20,785 shares; 2025Q3: 20,650 shares; 2025Q4: 20,782 shares; 2026Q1: 20,639 shares; 2026Q2: 21,174 shares 21,174 $896K 0.47% +535 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,286 shares; 2025Q1: 16,821 shares; 2025Q2: 17,316 shares; 2025Q3: 17,006 shares; 2025Q4: 16,993 shares; 2026Q1: 16,253 shares; 2026Q2: 16,251 shares 16,251 $874K 0.46% -2 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,460 shares; 2026Q2: 29,845 shares 29,845 $874K 0.46% +15,385 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,316 shares; 2026Q1: 7,950 shares; 2026Q2: 8,015 shares 8,015 $855K 0.45% +65 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: not loaded; 2024Q4: 721 shares; 2025Q1: 733 shares; 2025Q2: 735 shares; 2025Q3: 734 shares; 2025Q4: 694 shares; 2026Q1: 739 shares; 2026Q2: 1,095 shares 1,095 $806K 0.43% +356 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: not loaded; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares; 2026Q2: 2,139 shares 2,139 $734K 0.39% -167 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,620 shares 17,620 $714K 0.38% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,200 shares; 2026Q2: 1,157 shares 1,157 $672K 0.35% -43 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: not loaded; 2024Q4: 4,990 shares; 2025Q1: 5,024 shares; 2025Q2: 4,967 shares; 2025Q3: 4,967 shares; 2025Q4: 4,869 shares; 2026Q1: 4,897 shares; 2026Q2: 4,892 shares 4,892 $669K 0.35% -5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,409 shares; 2026Q1: 6,237 shares; 2026Q2: 6,228 shares 6,228 $667K 0.35% -9 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,926 shares; 2025Q4: 16,200 shares; 2026Q1: 18,657 shares; 2026Q2: 19,693 shares 19,693 $649K 0.34% +1,036 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 522 shares; 2025Q2: 537 shares; 2025Q3: 542 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $628K 0.33% 0 Timeline CAAA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,495 shares; 2026Q1: 21,912 shares; 2026Q2: 29,212 shares 29,212 $593K 0.31% +7,300 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 loaded; 2024Q4: 10,244 shares; 2025Q1: 9,594 shares; 2025Q2: 9,514 shares; 2025Q3: 9,373 shares; 2025Q4: 9,838 shares; 2026Q1: 9,623 shares; 2026Q2: 9,588 shares 9,588 $589K 0.31% -35 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,836 shares; 2025Q1: 32,526 shares; 2025Q2: 33,406 shares; 2025Q3: 33,451 shares; 2025Q4: 28,880 shares; 2026Q1: 26,885 shares; 2026Q2: 21,536 shares 21,536 $589K 0.31% -5,349 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: not loaded; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,579 shares 1,579 $577K 0.3% -1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,235 shares; 2025Q1: 1,246 shares; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 1,165 shares; 2026Q1: 1,135 shares; 2026Q2: 1,150 shares 1,150 $575K 0.3% +15 Timeline XLY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,017 shares; 2025Q3: 2,088 shares; 2025Q4: 4,234 shares; 2026Q1: 4,729 shares; 2026Q2: 4,844 shares 4,844 $568K 0.3% +115 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: not loaded; 2024Q4: 19,828 shares; 2025Q1: 19,828 shares; 2025Q2: 19,238 shares; 2025Q3: 18,863 shares; 2025Q4: 18,818 shares; 2026Q1: 17,869 shares; 2026Q2: 17,857 shares 17,857 $566K 0.3% -12 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,415 shares; 2025Q4: 6,240 shares; 2026Q1: 6,500 shares; 2026Q2: 8,765 shares 8,765 $545K 0.29% +2,265 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,520 shares; 2025Q1: 19,520 shares; 2025Q2: 19,420 shares; 2025Q3: 19,420 shares; 2025Q4: 19,420 shares; 2026Q1: 19,420 shares; 2026Q2: 19,420 shares 19,420 $538K 0.28% 0 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: not loaded; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 1,381 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,465 shares; 2026Q2: 1,435 shares 1,435 $529K 0.28% -30 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,475 shares; 2025Q1: 3,392 shares; 2025Q2: 3,391 shares; 2025Q3: 3,290 shares; 2025Q4: 3,280 shares; 2026Q1: 3,340 shares; 2026Q2: 3,315 shares 3,315 $512K 0.27% -25 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: not loaded; 2024Q4: 1,533 shares; 2025Q1: 1,550 shares; 2025Q2: 1,670 shares; 2025Q3: 1,680 shares; 2025Q4: 1,655 shares; 2026Q1: 1,605 shares; 2026Q2: 1,500 shares 1,500 $491K 0.26% -105 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,760 shares; 2025Q1: 10,610 shares; 2025Q2: 9,974 shares; 2025Q3: 9,909 shares; 2025Q4: 9,922 shares; 2026Q1: 9,912 shares; 2026Q2: 10,948 shares 10,948 $487K 0.26% +1,036 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 5,220 shares; 2026Q2: 5,220 shares 5,220 $481K 0.25% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,534 shares; 2025Q1: 11,264 shares; 2025Q2: 11,194 shares; 2025Q3: 10,954 shares; 2025Q4: 10,844 shares; 2026Q1: 10,019 shares; 2026Q2: 11,004 shares 11,004 $458K 0.24% +985 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 2,734 shares; 2026Q1: 2,876 shares; 2026Q2: 1,518 shares 1,518 $452K 0.24% -1,358 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: not loaded; 2024Q4: 17,298 shares; 2025Q1: 15,482 shares; 2025Q2: 15,498 shares; 2025Q3: 14,763 shares; 2025Q4: 14,184 shares; 2026Q1: 13,284 shares; 2026Q2: 13,237 shares 13,237 $448K 0.24% -47 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: not loaded; 2024Q4: 8,411 shares; 2025Q1: 8,875 shares; 2025Q2: 7,572 shares; 2025Q3: 7,539 shares; 2025Q4: 7,945 shares; 2026Q1: 7,817 shares; 2026Q2: 7,695 shares 7,695 $435K 0.23% -122 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 683 shares; 2025Q1: 682 shares; 2025Q2: 668 shares; 2025Q3: 364 shares; 2025Q4: 361 shares; 2026Q1: 358 shares; 2026Q2: 355 shares 355 $426K 0.22% -3 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: not loaded; 2024Q4: 563 shares; 2025Q1: 565 shares; 2025Q2: 573 shares; 2025Q3: 556 shares; 2025Q4: 465 shares; 2026Q1: 453 shares; 2026Q2: 3,546 shares 3,546 $424K 0.22% +3,093 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,694 shares; 2025Q1: not reported; 2025Q2: 5,304 shares; 2025Q3: 7,739 shares; 2025Q4: 7,977 shares; 2026Q1: 6,971 shares; 2026Q2: 5,571 shares 5,571 $423K 0.22% -1,400 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 loaded; 2024Q4: 3,125 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $415K 0.22% 0 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: not loaded; 2024Q4: 2,319 shares; 2025Q1: 2,219 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $415K 0.22% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,871 shares; 2025Q4: 6,531 shares; 2026Q1: 7,741 shares; 2026Q2: 7,803 shares 7,803 $414K 0.22% +62 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,804 shares 8,804 $414K 0.22% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,096 shares; 2025Q1: 2,896 shares; 2025Q2: 2,696 shares; 2025Q3: 3,916 shares; 2025Q4: 3,816 shares; 2026Q1: 3,016 shares; 2026Q2: 1,164 shares 1,164 $413K 0.22% -1,852 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,610 shares; 2025Q1: 1,600 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,546 shares; 2026Q2: 1,463 shares 1,463 $400K 0.21% -83 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: not loaded; 2024Q4: 421 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $396K 0.21% 0 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: not loaded; 2024Q4: 4,198 shares; 2025Q1: 3,903 shares; 2025Q2: 3,857 shares; 2025Q3: 3,815 shares; 2025Q4: 3,773 shares; 2026Q1: 3,780 shares; 2026Q2: 3,788 shares 3,788 $387K 0.2% +8 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334 shares 334 $385K 0.2% new 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: not loaded; 2024Q4: 1,318 shares; 2025Q1: 1,308 shares; 2025Q2: 1,306 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,116 shares; 2026Q2: 1,168 shares 1,168 $349K 0.18% +52 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 4,200 shares; 2026Q1: 5,702 shares; 2026Q2: 5,302 shares 5,302 $345K 0.18% -400 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,355 shares; 2025Q1: 15,080 shares; 2025Q2: 14,110 shares; 2025Q3: 12,379 shares; 2025Q4: 7,833 shares; 2026Q1: 7,315 shares; 2026Q2: 7,115 shares 7,115 $335K 0.18% -200 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,119 shares; 2026Q1: 8,474 shares; 2026Q2: 9,709 shares 9,709 $319K 0.17% +1,235 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: not loaded; 2024Q4: 1,006 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,011 shares 1,011 $317K 0.17% 0 Timeline RSPS 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 loaded; 2024Q4: 11,225 shares; 2025Q1: 11,225 shares; 2025Q2: 11,225 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $315K 0.17% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,305 shares; 2025Q1: 2,328 shares; 2025Q2: 2,354 shares; 2025Q3: 2,409 shares; 2025Q4: 2,437 shares; 2026Q1: 1,557 shares; 2026Q2: 1,861 shares 1,861 $308K 0.16% +304 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,119 shares; 2025Q1: 14,358 shares; 2025Q2: 14,402 shares; 2025Q3: 14,448 shares; 2025Q4: 14,620 shares; 2026Q1: 14,668 shares; 2026Q2: 14,718 shares 14,718 $305K 0.16% +50 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,729 shares; 2026Q2: 1,714 shares 1,714 $301K 0.16% -15 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: not loaded; 2024Q4: 3,875 shares; 2025Q1: 3,930 shares; 2025Q2: 3,979 shares; 2025Q3: 4,030 shares; 2025Q4: 4,077 shares; 2026Q1: 4,132 shares; 2026Q2: 4,176 shares 4,176 $300K 0.16% +44 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: not loaded; 2024Q4: 784 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 759 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $299K 0.16% 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: not loaded; 2024Q4: 889 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 872 shares; 2025Q4: 857 shares; 2026Q1: 854 shares; 2026Q2: 853 shares 853 $293K 0.15% -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: not loaded; 2024Q4: 5,280 shares; 2025Q1: 5,280 shares; 2025Q2: 5,280 shares; 2025Q3: 5,280 shares; 2025Q4: 5,280 shares; 2026Q1: 5,280 shares; 2026Q2: 5,280 shares 5,280 $293K 0.15% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,648 shares; 2025Q1: 5,706 shares; 2025Q2: 5,608 shares; 2025Q3: 5,610 shares; 2025Q4: 5,588 shares; 2026Q1: 5,132 shares; 2026Q2: 5,112 shares 5,112 $291K 0.15% -20 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 7,850 shares 7,850 $287K 0.15% +1,000 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: not loaded; 2024Q4: 717 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 721 shares 721 $281K 0.15% -6 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,085 shares; 2025Q1: 4,370 shares; 2025Q2: 4,270 shares; 2025Q3: 3,935 shares; 2025Q4: 3,670 shares; 2026Q1: 3,250 shares; 2026Q2: 3,075 shares 3,075 $273K 0.14% -175 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 loaded; 2024Q4: 4,095 shares; 2025Q1: 3,675 shares; 2025Q2: 3,463 shares; 2025Q3: 3,433 shares; 2025Q4: 3,353 shares; 2026Q1: 3,353 shares; 2026Q2: 3,353 shares 3,353 $272K 0.14% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,551 shares 3,551 $268K 0.14% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,330 shares; 2025Q2: 9,000 shares; 2025Q3: 8,780 shares; 2025Q4: 9,732 shares; 2026Q1: 9,782 shares; 2026Q2: 9,782 shares 9,782 $265K 0.14% 0 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: not loaded; 2024Q4: 3,518 shares; 2025Q1: 3,541 shares; 2025Q2: 3,590 shares; 2025Q3: 3,506 shares; 2025Q4: 2,094 shares; 2026Q1: 1,799 shares; 2026Q2: 1,665 shares 1,665 $261K 0.14% -134 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: not loaded; 2024Q4: 9,795 shares; 2025Q1: 9,795 shares; 2025Q2: 9,771 shares; 2025Q3: 9,771 shares; 2025Q4: 9,723 shares; 2026Q1: 9,489 shares; 2026Q2: 8,757 shares 8,757 $258K 0.14% -732 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,135 shares; 2025Q2: 3,560 shares; 2025Q3: 2,294 shares; 2025Q4: 1,661 shares; 2026Q1: 2,091 shares; 2026Q2: 2,205 shares 2,205 $257K 0.14% +114 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: not loaded; 2024Q4: 1,351 shares; 2025Q1: 1,216 shares; 2025Q2: 1,201 shares; 2025Q3: 1,246 shares; 2025Q4: 1,121 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $253K 0.13% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $250K 0.13% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 952 shares; 2025Q4: 947 shares; 2026Q1: 821 shares; 2026Q2: 813 shares 813 $249K 0.13% -8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,229 shares; 2025Q3: 7,229 shares; 2025Q4: 7,050 shares; 2026Q1: 7,006 shares; 2026Q2: 7,006 shares 7,006 $244K 0.13% 0 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,169 shares 8,169 $239K 0.13% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,081 shares 2,081 $238K 0.13% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,073 shares; 2025Q1: 1,077 shares; 2025Q2: 1,075 shares; 2025Q3: 1,068 shares; 2025Q4: 785 shares; 2026Q1: 709 shares; 2026Q2: 671 shares 671 $237K 0.12% -38 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $235K 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313 shares 313 $234K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,161 shares; 2026Q1: 2,161 shares; 2026Q2: 2,161 shares 2,161 $233K 0.12% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $232K 0.12% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares 214 $228K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,184 shares; 2026Q2: 3,174 shares 3,174 $226K 0.12% -10 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314 shares 314 $226K 0.12% new 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: not loaded; 2024Q4: 1,374 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 1,154 shares 1,154 $226K 0.12% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 954 shares 954 $226K 0.12% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 688 shares; 2026Q1: not reported; 2026Q2: 584 shares 584 $221K 0.12% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $216K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,946 shares 1,946 $215K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,410 shares 11,410 $205K 0.11% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,695 shares; 2026Q2: 3,805 shares 3,805 $203K 0.11% -890 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,778 shares; 2025Q1: 24,038 shares; 2025Q2: 24,099 shares; 2025Q3: 24,265 shares; 2025Q4: 24,236 shares; 2026Q1: 24,308 shares; 2026Q2: 37,851 shares 37,851 $167K 0.09% +13,543 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,526 shares; 2025Q1: 13,526 shares; 2025Q2: 13,526 shares; 2025Q3: 13,526 shares; 2025Q4: 13,526 shares; 2026Q1: 13,526 shares; 2026Q2: 13,526 shares 13,526 $130K 0.07% 0 Timeline BRCC BRC INC More: the full row for BRC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,280 shares; 2025Q1: 43,680 shares; 2025Q2: 41,665 shares; 2025Q3: 29,850 shares; 2025Q4: 16,450 shares; 2026Q1: 16,450 shares; 2026Q2: 16,450 shares 16,450 $18.3K 0.01% 0 Timeline