IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,297 shares; 2024Q4: 43,159 shares; 2025Q1: 39,000 shares; 2025Q2: 37,238 shares; 2025Q3: 48,635 shares; 2025Q4: 49,875 shares; 2026Q1: 48,265 shares; 2026Q2: 48,888 shares 48,888 $36.6M 12.95% +623 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: 27,074 shares; 2024Q4: 26,514 shares; 2025Q1: 25,679 shares; 2025Q2: 25,619 shares; 2025Q3: 25,777 shares; 2025Q4: 25,685 shares; 2026Q1: 24,934 shares; 2026Q2: 23,725 shares 23,725 $17.7M 6.26% -1,209 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,793 shares; 2024Q4: 119,635 shares; 2025Q1: 118,754 shares; 2025Q2: 117,530 shares; 2025Q3: 118,047 shares; 2025Q4: 114,796 shares; 2026Q1: 112,530 shares; 2026Q2: 108,754 shares 108,754 $14.9M 5.25% -3,776 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: 12,164 shares; 2024Q4: 13,987 shares; 2025Q1: 13,652 shares; 2025Q2: 14,882 shares; 2025Q3: 17,697 shares; 2025Q4: 17,315 shares; 2026Q1: 17,319 shares; 2026Q2: 16,560 shares 16,560 $12.2M 4.31% -759 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: 42,554 shares; 2024Q4: 54,239 shares; 2025Q1: 60,302 shares; 2025Q2: 63,090 shares; 2025Q3: 51,331 shares; 2025Q4: 49,493 shares; 2026Q1: 49,568 shares; 2026Q2: 51,134 shares 51,134 $11.2M 3.97% +1,566 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: 128,139 shares; 2024Q4: 133,080 shares; 2025Q1: 195,422 shares; 2025Q2: 176,082 shares; 2025Q3: 101,970 shares; 2025Q4: 101,787 shares; 2026Q1: 103,595 shares; 2026Q2: 103,914 shares 103,914 $10M 3.54% +319 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: 42,443 shares; 2024Q4: 48,007 shares; 2025Q1: 53,338 shares; 2025Q2: 54,838 shares; 2025Q3: 56,802 shares; 2025Q4: 56,163 shares; 2026Q1: 57,130 shares; 2026Q2: 58,552 shares 58,552 $9.62M 3.4% +1,422 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: 11,120 shares; 2024Q4: 11,387 shares; 2025Q1: 11,667 shares; 2025Q2: 11,820 shares; 2025Q3: 11,967 shares; 2025Q4: 11,407 shares; 2026Q1: 10,867 shares; 2026Q2: 79,614 shares 79,614 $9.52M 3.36% +68,747 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: 93,068 shares; 2024Q4: 101,632 shares; 2025Q1: 100,211 shares; 2025Q2: 101,436 shares; 2025Q3: 132,159 shares; 2025Q4: 121,989 shares; 2026Q1: 120,480 shares; 2026Q2: 121,421 shares 121,421 $9.36M 3.31% +941 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: 91,552 shares; 2024Q4: 95,021 shares; 2025Q1: 100,164 shares; 2025Q2: 101,345 shares; 2025Q3: 102,581 shares; 2025Q4: 102,362 shares; 2026Q1: 103,051 shares; 2026Q2: 103,895 shares 103,895 $9.36M 3.31% +844 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: 41,516 shares; 2024Q4: 91,666 shares; 2025Q1: 108,153 shares; 2025Q2: 170,838 shares; 2025Q3: 119,631 shares; 2025Q4: 95,332 shares; 2026Q1: 82,433 shares; 2026Q2: 83,827 shares 83,827 $8.44M 2.98% +1,394 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,576 shares; 2024Q4: 50,739 shares; 2025Q1: 50,173 shares; 2025Q2: 50,808 shares; 2025Q3: 51,588 shares; 2025Q4: 50,514 shares; 2026Q1: 49,526 shares; 2026Q2: 47,737 shares 47,737 $6.9M 2.44% -1,789 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,702 shares; 2025Q2: 102,612 shares; 2025Q3: 58,516 shares; 2025Q4: 51,609 shares; 2026Q1: 60,719 shares; 2026Q2: 63,698 shares 63,698 $6.42M 2.27% +2,979 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: 17,659 shares; 2024Q4: 17,570 shares; 2025Q1: 17,748 shares; 2025Q2: 17,802 shares; 2025Q3: 17,622 shares; 2025Q4: 17,823 shares; 2026Q1: 17,629 shares; 2026Q2: 17,059 shares 17,059 $6.31M 2.23% -570 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: 11,760 shares; 2024Q4: 12,125 shares; 2025Q1: 12,675 shares; 2025Q2: 13,150 shares; 2025Q3: 13,171 shares; 2025Q4: 13,123 shares; 2026Q1: 12,976 shares; 2026Q2: 63,846 shares 63,846 $5.61M 1.98% +50,870 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: 28,411 shares; 2024Q4: 28,397 shares; 2025Q1: 27,526 shares; 2025Q2: 27,888 shares; 2025Q3: 29,049 shares; 2025Q4: 28,161 shares; 2026Q1: 28,008 shares; 2026Q2: 28,999 shares 28,999 $5.45M 1.93% +991 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: 26,701 shares; 2024Q4: 28,367 shares; 2025Q1: 32,413 shares; 2025Q2: 38,682 shares; 2025Q3: 41,785 shares; 2025Q4: 45,721 shares; 2026Q1: 50,422 shares; 2026Q2: 49,901 shares 49,901 $4.94M 1.75% -521 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,089 shares; 2024Q4: 34,878 shares; 2025Q1: 73,274 shares; 2025Q2: 40,323 shares; 2025Q3: 38,907 shares; 2025Q4: 39,260 shares; 2026Q1: 49,273 shares; 2026Q2: 52,264 shares 52,264 $4.29M 1.52% +2,991 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,174 shares; 2024Q4: 13,394 shares; 2025Q1: 15,555 shares; 2025Q2: 24,114 shares; 2025Q3: 44,457 shares; 2025Q4: 48,045 shares; 2026Q1: 44,812 shares; 2026Q2: 46,696 shares 46,696 $4.16M 1.47% +1,884 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: 8,379 shares; 2024Q4: 9,039 shares; 2025Q1: 9,950 shares; 2025Q2: 9,963 shares; 2025Q3: 10,006 shares; 2025Q4: 10,301 shares; 2026Q1: 11,038 shares; 2026Q2: 11,135 shares 11,135 $4.1M 1.45% +97 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 6,339 shares; 2025Q1: 7,003 shares; 2025Q2: 7,140 shares; 2025Q3: 8,290 shares; 2025Q4: 11,396 shares; 2026Q1: 11,841 shares; 2026Q2: 12,342 shares 12,342 $3.74M 1.32% +501 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: 37,088 shares; 2024Q4: 26,231 shares; 2025Q1: 27,398 shares; 2025Q2: 28,429 shares; 2025Q3: 30,328 shares; 2025Q4: 33,462 shares; 2026Q1: 34,337 shares; 2026Q2: 31,899 shares 31,899 $3.48M 1.23% -2,438 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: 26,834 shares; 2024Q4: 25,132 shares; 2025Q1: 23,335 shares; 2025Q2: 22,394 shares; 2025Q3: 21,360 shares; 2025Q4: 21,897 shares; 2026Q1: 21,641 shares; 2026Q2: 21,919 shares 21,919 $3.48M 1.23% +278 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: 12,810 shares; 2024Q4: 12,820 shares; 2025Q1: 12,109 shares; 2025Q2: 12,348 shares; 2025Q3: 12,262 shares; 2025Q4: 11,860 shares; 2026Q1: 11,394 shares; 2026Q2: 11,367 shares 11,367 $2.8M 0.99% -27 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,546 shares; 2024Q4: 89,965 shares; 2025Q1: 106,722 shares; 2025Q2: 117,453 shares; 2025Q3: 132,616 shares; 2025Q4: 140,938 shares; 2026Q1: 151,916 shares; 2026Q2: 158,534 shares 158,534 $2.65M 0.94% +6,618 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,209 shares; 2026Q1: 58,444 shares; 2026Q2: 77,637 shares 77,637 $2.63M 0.93% +19,193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,044 shares; 2025Q3: 15,815 shares; 2025Q4: 18,863 shares; 2026Q1: 23,309 shares; 2026Q2: 25,086 shares 25,086 $2.39M 0.85% +1,777 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,588 shares; 2024Q4: 42,976 shares; 2025Q1: 40,227 shares; 2025Q2: 43,305 shares; 2025Q3: 42,390 shares; 2025Q4: 40,451 shares; 2026Q1: 48,990 shares; 2026Q2: 42,685 shares 42,685 $2.15M 0.76% -6,305 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,275 shares; 2025Q3: 12,724 shares; 2025Q4: 35,358 shares; 2026Q1: 46,699 shares; 2026Q2: 45,960 shares 45,960 $2.08M 0.74% -739 Timeline MUNI 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: 26,078 shares; 2026Q1: 43,628 shares; 2026Q2: 38,319 shares 38,319 $2.02M 0.71% -5,309 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: 10,271 shares; 2024Q4: 11,519 shares; 2025Q1: 12,018 shares; 2025Q2: 11,611 shares; 2025Q3: 11,815 shares; 2025Q4: 11,970 shares; 2026Q1: 11,951 shares; 2026Q2: 11,886 shares 11,886 $1.76M 0.62% -65 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: 11,652 shares; 2024Q4: 12,526 shares; 2025Q1: 12,489 shares; 2025Q2: 12,489 shares; 2025Q3: 12,489 shares; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares; 2026Q2: 11,952 shares 11,952 $1.64M 0.58% -298 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,422 shares; 2024Q4: 28,049 shares; 2025Q1: 27,308 shares; 2025Q2: 27,505 shares; 2025Q3: 27,185 shares; 2025Q4: 26,658 shares; 2026Q1: 26,581 shares; 2026Q2: 26,309 shares 26,309 $1.6M 0.57% -272 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: 11,812 shares; 2024Q4: 10,620 shares; 2025Q1: 10,581 shares; 2025Q2: 10,605 shares; 2025Q3: 16,194 shares; 2025Q4: 11,919 shares; 2026Q1: 16,542 shares; 2026Q2: 17,707 shares 17,707 $1.56M 0.55% +1,165 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: 11,428 shares; 2024Q4: 11,509 shares; 2025Q1: 11,224 shares; 2025Q2: 11,224 shares; 2025Q3: 11,224 shares; 2025Q4: 11,281 shares; 2026Q1: 11,274 shares; 2026Q2: 11,274 shares 11,274 $1.55M 0.55% 0 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: not reported; 2025Q1: 8,856 shares; 2025Q2: 9,106 shares; 2025Q3: 12,113 shares; 2025Q4: 15,282 shares; 2026Q1: 15,040 shares; 2026Q2: 16,291 shares 16,291 $1.45M 0.51% +1,251 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 4,146 shares; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares; 2025Q4: 3,992 shares; 2026Q1: 3,992 shares; 2026Q2: 3,992 shares 3,992 $1.41M 0.5% 0 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: 6,247 shares; 2024Q4: 5,915 shares; 2025Q1: 6,214 shares; 2025Q2: 6,192 shares; 2025Q3: 5,558 shares; 2025Q4: 6,941 shares; 2026Q1: 5,549 shares; 2026Q2: 6,525 shares 6,525 $1.39M 0.49% +976 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: 1,857 shares; 2024Q4: 2,433 shares; 2025Q1: 2,705 shares; 2025Q2: 2,726 shares; 2025Q3: 2,747 shares; 2025Q4: 2,749 shares; 2026Q1: 2,757 shares; 2026Q2: 11,035 shares 11,035 $1.37M 0.48% +8,278 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,519 shares 23,519 $1.33M 0.47% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,134 shares; 2024Q4: 70,904 shares; 2025Q1: 69,602 shares; 2025Q2: 61,441 shares; 2025Q3: 60,680 shares; 2025Q4: 57,084 shares; 2026Q1: 55,672 shares; 2026Q2: 51,078 shares 51,078 $1.3M 0.46% -4,594 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,192 shares; 2025Q4: 13,475 shares; 2026Q1: 14,963 shares; 2026Q2: 17,088 shares 17,088 $1.3M 0.46% +2,125 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 2,981 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,726 shares; 2025Q4: 2,708 shares; 2026Q1: 2,591 shares; 2026Q2: 14,972 shares 14,972 $1.29M 0.46% +12,381 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: 11,158 shares; 2024Q4: 10,343 shares; 2025Q1: 11,874 shares; 2025Q2: 9,923 shares; 2025Q3: 9,921 shares; 2025Q4: 8,317 shares; 2026Q1: 11,352 shares; 2026Q2: 11,918 shares 11,918 $1.28M 0.45% +566 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,549 shares; 2024Q4: 13,838 shares; 2025Q1: 15,776 shares; 2025Q2: 16,579 shares; 2025Q3: 16,138 shares; 2025Q4: 17,119 shares; 2026Q1: 16,714 shares; 2026Q2: 16,944 shares 16,944 $1.27M 0.45% +230 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 4,120 shares; 2026Q1: 3,953 shares; 2026Q2: 3,624 shares 3,624 $1.24M 0.44% -329 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,222 shares; 2026Q1: 10,530 shares; 2026Q2: 17,771 shares 17,771 $1.21M 0.43% +7,241 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: 3,124 shares; 2024Q4: 5,050 shares; 2025Q1: 4,290 shares; 2025Q2: 3,890 shares; 2025Q3: 4,063 shares; 2025Q4: 3,983 shares; 2026Q1: 3,833 shares; 2026Q2: 3,897 shares 3,897 $1.17M 0.41% +64 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,544 shares; 2025Q3: 3,544 shares; 2025Q4: 3,553 shares; 2026Q1: 3,267 shares; 2026Q2: 3,273 shares 3,273 $1.17M 0.41% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,208 shares; 2025Q4: 4,232 shares; 2026Q1: 6,029 shares; 2026Q2: 11,245 shares 11,245 $1.17M 0.41% +5,216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,431 shares 12,431 $1.13M 0.4% new Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,255 shares; 2024Q4: 6,522 shares; 2025Q1: 6,336 shares; 2025Q2: 6,445 shares; 2025Q3: 6,491 shares; 2025Q4: 6,077 shares; 2026Q1: 6,150 shares; 2026Q2: 6,173 shares 6,173 $1.12M 0.4% +23 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: 5,367 shares; 2024Q4: 5,369 shares; 2025Q1: 5,393 shares; 2025Q2: 4,950 shares; 2025Q3: 3,894 shares; 2025Q4: 3,947 shares; 2026Q1: 3,949 shares; 2026Q2: 3,801 shares 3,801 $1.1M 0.39% -148 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: 13,074 shares; 2024Q4: 13,173 shares; 2025Q1: 12,332 shares; 2025Q2: 12,398 shares; 2025Q3: 13,215 shares; 2025Q4: 13,311 shares; 2026Q1: 13,091 shares; 2026Q2: 12,614 shares 12,614 $1.08M 0.38% -477 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,865 shares; 2025Q1: 4,065 shares; 2025Q2: 4,186 shares; 2025Q3: 4,202 shares; 2025Q4: 4,250 shares; 2026Q1: 4,327 shares; 2026Q2: 4,386 shares 4,386 $996K 0.35% +59 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: 8,605 shares; 2024Q4: 9,734 shares; 2025Q1: 8,215 shares; 2025Q2: 8,252 shares; 2025Q3: 8,430 shares; 2025Q4: 10,387 shares; 2026Q1: 10,913 shares; 2026Q2: 13,965 shares 13,965 $943K 0.33% +3,052 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: 11,750 shares; 2024Q4: 11,810 shares; 2025Q1: 11,811 shares; 2025Q2: 11,813 shares; 2025Q3: 11,817 shares; 2025Q4: 11,821 shares; 2026Q1: 12,175 shares; 2026Q2: 12,279 shares 12,279 $931K 0.33% +104 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: 27,839 shares; 2024Q4: 26,571 shares; 2025Q1: 23,764 shares; 2025Q2: 19,701 shares; 2025Q3: 17,419 shares; 2025Q4: 14,095 shares; 2026Q1: 13,092 shares; 2026Q2: 12,356 shares 12,356 $907K 0.32% -736 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: 4,676 shares; 2024Q4: 6,777 shares; 2025Q1: 7,415 shares; 2025Q2: 7,484 shares; 2025Q3: 6,373 shares; 2025Q4: 6,596 shares; 2026Q1: 7,036 shares; 2026Q2: 7,301 shares 7,301 $869K 0.31% +265 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,976 shares; 2024Q4: 24,981 shares; 2025Q1: 11,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,766 shares; 2026Q1: 28,099 shares; 2026Q2: 21,852 shares 21,852 $856K 0.3% -6,247 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: 3,151 shares; 2024Q4: 4,819 shares; 2025Q1: 5,512 shares; 2025Q2: 5,583 shares; 2025Q3: 5,913 shares; 2025Q4: 6,795 shares; 2026Q1: 6,810 shares; 2026Q2: 7,244 shares 7,244 $812K 0.29% +434 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,470 shares; 2025Q1: 2,416 shares; 2025Q2: 2,188 shares; 2025Q3: 2,195 shares; 2025Q4: 2,201 shares; 2026Q1: 2,207 shares; 2026Q2: 2,211 shares 2,211 $809K 0.29% +4 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: 5,047 shares; 2024Q4: 5,616 shares; 2025Q1: 5,341 shares; 2025Q2: 5,278 shares; 2025Q3: 5,482 shares; 2025Q4: 5,394 shares; 2026Q1: 5,379 shares; 2026Q2: 4,893 shares 4,893 $716K 0.25% -486 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,367 shares; 2024Q4: 3,642 shares; 2025Q1: 4,264 shares; 2025Q2: 4,264 shares; 2025Q3: 5,056 shares; 2025Q4: 4,608 shares; 2026Q1: 6,564 shares; 2026Q2: 6,365 shares 6,365 $678K 0.24% -199 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,488 shares; 2024Q4: 4,488 shares; 2025Q1: 4,488 shares; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,073 shares; 2026Q2: 3,458 shares 3,458 $622K 0.22% -615 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 1,805 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,791 shares; 2026Q2: 1,797 shares 1,797 $608K 0.21% +6 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: 3,977 shares; 2024Q4: 4,892 shares; 2025Q1: 5,019 shares; 2025Q2: 5,095 shares; 2025Q3: 5,138 shares; 2025Q4: 4,899 shares; 2026Q1: 5,035 shares; 2026Q2: 5,043 shares 5,043 $601K 0.21% +8 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: 3,381 shares; 2024Q4: 3,383 shares; 2025Q1: 3,386 shares; 2025Q2: 3,151 shares; 2025Q3: 3,024 shares; 2025Q4: 3,084 shares; 2026Q1: 3,091 shares; 2026Q2: 3,091 shares 3,091 $588K 0.21% 0 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: 1,652 shares; 2024Q4: 1,649 shares; 2025Q1: 1,652 shares; 2025Q2: 1,654 shares; 2025Q3: 1,367 shares; 2025Q4: 1,396 shares; 2026Q1: 1,397 shares; 2026Q2: 1,392 shares 1,392 $570K 0.2% -5 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,766 shares; 2024Q4: 55,291 shares; 2025Q1: 69,291 shares; 2025Q2: 82,855 shares; 2025Q3: 96,955 shares; 2025Q4: 103,606 shares; 2026Q1: 95,067 shares; 2026Q2: 93,567 shares 93,567 $550K 0.19% -1,500 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: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $536K 0.19% 0 Timeline ROKT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,393 shares 4,393 $525K 0.19% new 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: 4,392 shares; 2024Q4: 4,408 shares; 2025Q1: 4,834 shares; 2025Q2: 4,853 shares; 2025Q3: 4,638 shares; 2025Q4: 4,657 shares; 2026Q1: 4,858 shares; 2026Q2: 4,575 shares 4,575 $505K 0.18% -283 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: 5,674 shares; 2024Q4: 17,021 shares; 2025Q1: 17,021 shares; 2025Q2: 17,021 shares; 2025Q3: 17,021 shares; 2025Q4: 17,021 shares; 2026Q1: 17,021 shares; 2026Q2: 17,021 shares 17,021 $501K 0.18% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,918 shares 1,918 $484K 0.17% 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: 2,688 shares; 2024Q4: 2,688 shares; 2025Q1: 2,584 shares; 2025Q2: 2,585 shares; 2025Q3: 2,415 shares; 2025Q4: 2,362 shares; 2026Q1: 2,353 shares; 2026Q2: 2,353 shares 2,353 $461K 0.16% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 998 shares 998 $431K 0.15% -426 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,307 shares; 2024Q4: 36,228 shares; 2025Q1: 15,430 shares; 2025Q2: 15,747 shares; 2025Q3: 7,513 shares; 2025Q4: 5,104 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $424K 0.15% 0 Timeline QEFA 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: 3,008 shares; 2025Q1: 3,438 shares; 2025Q2: 3,572 shares; 2025Q3: 3,435 shares; 2025Q4: 3,502 shares; 2026Q1: 4,102 shares; 2026Q2: 4,365 shares 4,365 $419K 0.15% +263 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: 1,169 shares; 2024Q4: 1,225 shares; 2025Q1: 1,183 shares; 2025Q2: 1,185 shares; 2025Q3: 1,188 shares; 2025Q4: 2,155 shares; 2026Q1: 2,120 shares; 2026Q2: 2,108 shares 2,108 $402K 0.14% -12 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,181 shares; 2024Q4: 29,781 shares; 2025Q1: 33,581 shares; 2025Q2: 40,181 shares; 2025Q3: 39,721 shares; 2025Q4: 40,626 shares; 2026Q1: 30,511 shares; 2026Q2: 47,911 shares 47,911 $389K 0.14% +17,400 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: 4,695 shares; 2024Q4: 4,705 shares; 2025Q1: 3,492 shares; 2025Q2: 2,799 shares; 2025Q3: 2,025 shares; 2025Q4: 2,030 shares; 2026Q1: 1,622 shares; 2026Q2: 1,624 shares 1,624 $384K 0.14% +2 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: 983 shares; 2024Q4: 988 shares; 2025Q1: 992 shares; 2025Q2: 996 shares; 2025Q3: 1,357 shares; 2025Q4: 1,263 shares; 2026Q1: 1,187 shares; 2026Q2: 1,161 shares 1,161 $380K 0.13% -26 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 5,383 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares; 2026Q1: 5,196 shares; 2026Q2: 5,196 shares 5,196 $372K 0.13% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,885 shares; 2024Q4: 2,906 shares; 2025Q1: 2,753 shares; 2025Q2: 2,445 shares; 2025Q3: 2,454 shares; 2025Q4: 2,343 shares; 2026Q1: 2,326 shares; 2026Q2: 2,335 shares 2,335 $366K 0.13% +9 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: 2,627 shares; 2024Q4: 2,635 shares; 2025Q1: 2,368 shares; 2025Q2: 2,354 shares; 2025Q3: 2,360 shares; 2025Q4: 2,366 shares; 2026Q1: 2,351 shares; 2026Q2: 2,355 shares 2,355 $363K 0.13% +4 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 4,327 shares; 2025Q1: 4,525 shares; 2025Q2: 4,537 shares; 2025Q3: 4,602 shares; 2025Q4: 4,635 shares; 2026Q1: 4,696 shares; 2026Q2: 4,748 shares 4,748 $359K 0.13% +52 Timeline IEUR 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: 7,750 shares; 2025Q2: 10,831 shares; 2025Q3: 11,335 shares; 2025Q4: 5,811 shares; 2026Q1: 5,817 shares; 2026Q2: 4,763 shares 4,763 $358K 0.13% -1,054 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: 1,797 shares; 2024Q4: 1,807 shares; 2025Q1: 1,814 shares; 2025Q2: 1,729 shares; 2025Q3: 1,541 shares; 2025Q4: 1,544 shares; 2026Q1: 1,425 shares; 2026Q2: 1,467 shares 1,467 $350K 0.12% +42 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: 1,289 shares; 2024Q4: 1,292 shares; 2025Q1: 1,296 shares; 2025Q2: 1,296 shares; 2025Q3: 1,299 shares; 2025Q4: 1,410 shares; 2026Q1: 1,414 shares; 2026Q2: 1,269 shares 1,269 $347K 0.12% -145 Timeline VLU 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $346K 0.12% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: not reported; 2025Q1: 3,712 shares; 2025Q2: 3,739 shares; 2025Q3: 4,579 shares; 2025Q4: 4,169 shares; 2026Q1: 4,126 shares; 2026Q2: 3,796 shares 3,796 $325K 0.11% -330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,894 shares; 2026Q1: 6,897 shares; 2026Q2: 6,900 shares 6,900 $318K 0.11% +3 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $312K 0.11% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,927 shares; 2026Q2: 3,732 shares 3,732 $309K 0.11% -195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,075 shares 1,075 $305K 0.11% new 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: 411 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 414 shares; 2025Q4: 416 shares; 2026Q1: 439 shares; 2026Q2: 440 shares 440 $303K 0.11% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,398 shares 1,398 $279K 0.1% new 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: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 912 shares; 2025Q3: 915 shares; 2025Q4: 988 shares; 2026Q1: 992 shares; 2026Q2: 996 shares 996 $269K 0.1% +4 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,429 shares; 2025Q2: 4,461 shares; 2025Q3: 5,077 shares; 2025Q4: 5,098 shares; 2026Q1: 5,117 shares; 2026Q2: 5,128 shares 5,128 $260K 0.09% +11 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: 916 shares; 2024Q4: 917 shares; 2025Q1: 702 shares; 2025Q2: 670 shares; 2025Q3: 671 shares; 2025Q4: 705 shares; 2026Q1: 660 shares; 2026Q2: 661 shares 661 $247K 0.09% +1 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: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $244K 0.09% 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: 14,213 shares; 2024Q4: 16,778 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,058 shares; 2025Q4: 3,458 shares; 2026Q1: 5,980 shares; 2026Q2: 3,175 shares 3,175 $240K 0.08% -2,805 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,531 shares; 2025Q4: not reported; 2026Q1: 2,505 shares; 2026Q2: 2,432 shares 2,432 $235K 0.08% -73 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,753 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,753 shares 1,753 $227K 0.08% 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: not reported; 2024Q4: 1,887 shares; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 1,638 shares; 2025Q4: 1,641 shares; 2026Q1: not reported; 2026Q2: 1,592 shares 1,592 $227K 0.08% new 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: 608 shares; 2024Q4: 550 shares; 2025Q1: 474 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 431 shares; 2026Q1: 349 shares; 2026Q2: 313 shares 313 $220K 0.08% -36 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: 2,202 shares; 2024Q4: 2,032 shares; 2025Q1: 1,482 shares; 2025Q2: 1,485 shares; 2025Q3: 1,411 shares; 2025Q4: 721 shares; 2026Q1: not reported; 2026Q2: 721 shares 721 $216K 0.08% new 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: 6,880 shares; 2024Q4: 9,141 shares; 2025Q1: 2,478 shares; 2025Q2: 1,854 shares; 2025Q3: 1,885 shares; 2025Q4: 849 shares; 2026Q1: not reported; 2026Q2: 543 shares 543 $214K 0.08% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,610 shares 3,610 $208K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 417 shares; 2026Q1: not reported; 2026Q2: 414 shares 414 $207K 0.07% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $204K 0.07% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,113 shares; 2024Q4: 45,550 shares; 2025Q1: 33,986 shares; 2025Q2: 24,411 shares; 2025Q3: 21,181 shares; 2025Q4: 17,874 shares; 2026Q1: 18,007 shares; 2026Q2: 16,247 shares 16,247 $171K 0.06% -1,760 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,653 shares; 2024Q4: 11,653 shares; 2025Q1: 11,653 shares; 2025Q2: 11,653 shares; 2025Q3: 11,653 shares; 2025Q4: 11,653 shares; 2026Q1: 11,653 shares; 2026Q2: 11,653 shares 11,653 $98.1K 0.03% 0 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,158 shares; 2024Q4: 14,158 shares; 2025Q1: 14,158 shares; 2025Q2: 14,158 shares; 2025Q3: 14,158 shares; 2025Q4: 14,158 shares; 2026Q1: 14,158 shares; 2026Q2: 14,158 shares 14,158 $12.5K <0.01% 0 Timeline