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 loaded; 2024Q4: 138,263 shares; 2025Q1: 165,060 shares; 2025Q2: 140,642 shares; 2025Q3: 339,972 shares; 2025Q4: 356,488 shares; 2026Q1: 369,144 shares; 2026Q2: 409,741 shares 409,741 $36M 11.16% +40,597 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: not loaded; 2024Q4: 102,470 shares; 2025Q1: 112,401 shares; 2025Q2: 104,487 shares; 2025Q3: 186,772 shares; 2025Q4: 202,518 shares; 2026Q1: 237,137 shares; 2026Q2: 290,048 shares 290,048 $28.7M 8.9% +52,911 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 113,386 shares; 2025Q1: 139,426 shares; 2025Q2: 113,386 shares; 2025Q3: 138,043 shares; 2025Q4: 142,059 shares; 2026Q1: 203,770 shares; 2026Q2: 210,176 shares 210,176 $11.1M 3.44% +6,406 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: 24,942 shares; 2025Q1: 21,993 shares; 2025Q2: 27,578 shares; 2025Q3: 13,806 shares; 2025Q4: 11,262 shares; 2026Q1: 13,273 shares; 2026Q2: 12,935 shares 12,935 $9.69M 3% -338 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,270 shares; 2025Q1: 55,131 shares; 2025Q2: 85,637 shares; 2025Q3: 138,126 shares; 2025Q4: 164,982 shares; 2026Q1: 174,665 shares; 2026Q2: 220,479 shares 220,479 $8.95M 2.77% +45,814 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: 21,401 shares; 2025Q1: 23,102 shares; 2025Q2: 21,401 shares; 2025Q3: 24,832 shares; 2025Q4: 23,286 shares; 2026Q1: 26,677 shares; 2026Q2: 28,832 shares 28,832 $5.77M 1.79% +2,155 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 loaded; 2024Q4: not reported; 2025Q1: 14,999 shares; 2025Q2: not reported; 2025Q3: 40,808 shares; 2025Q4: 52,564 shares; 2026Q1: 58,471 shares; 2026Q2: 108,013 shares 108,013 $5.59M 1.73% +49,542 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: 45,540 shares; 2025Q1: 27,415 shares; 2025Q2: 45,540 shares; 2025Q3: 135,546 shares; 2025Q4: 141,658 shares; 2026Q1: 133,121 shares; 2026Q2: 148,904 shares 148,904 $5.04M 1.56% +15,783 Timeline DFAI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,261 shares; 2026Q2: 120,122 shares 120,122 $4.96M 1.54% +112,861 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: 14,037 shares; 2025Q1: 14,590 shares; 2025Q2: 14,038 shares; 2025Q3: 15,685 shares; 2025Q4: 17,238 shares; 2026Q1: 18,761 shares; 2026Q2: 19,562 shares 19,562 $4.66M 1.44% +801 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 35,759 shares; 2025Q4: 45,669 shares; 2026Q1: 58,532 shares; 2026Q2: 108,681 shares 108,681 $4.66M 1.44% +50,149 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: 9,307 shares; 2025Q1: 9,574 shares; 2025Q2: 10,246 shares; 2025Q3: 9,682 shares; 2025Q4: 9,942 shares; 2026Q1: 12,770 shares; 2026Q2: 12,430 shares 12,430 $4.64M 1.44% -340 Timeline PTLC 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: 11,726 shares; 2025Q2: not reported; 2025Q3: 26,942 shares; 2025Q4: 33,526 shares; 2026Q1: 42,309 shares; 2026Q2: 79,039 shares 79,039 $4.6M 1.43% +36,730 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 loaded; 2024Q4: 50,069 shares; 2025Q1: 49,383 shares; 2025Q2: 50,069 shares; 2025Q3: 38,846 shares; 2025Q4: 41,217 shares; 2026Q1: 37,148 shares; 2026Q2: 39,329 shares 39,329 $4.33M 1.34% +2,181 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 loaded; 2024Q4: 44,231 shares; 2025Q1: 41,528 shares; 2025Q2: 58,966 shares; 2025Q3: 43,421 shares; 2025Q4: 47,055 shares; 2026Q1: 48,532 shares; 2026Q2: 45,501 shares 45,501 $4.27M 1.32% -3,031 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,927 shares; 2025Q2: not reported; 2025Q3: 23,582 shares; 2025Q4: 29,266 shares; 2026Q1: 33,631 shares; 2026Q2: 83,261 shares 83,261 $4.21M 1.31% +49,630 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: 77,575 shares; 2025Q1: 78,268 shares; 2025Q2: 77,575 shares; 2025Q3: 76,343 shares; 2025Q4: 76,308 shares; 2026Q1: 88,968 shares; 2026Q2: 96,676 shares 96,676 $4.17M 1.29% +7,708 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: 7,000 shares; 2025Q1: 7,659 shares; 2025Q2: 7,004 shares; 2025Q3: 6,638 shares; 2025Q4: 7,585 shares; 2026Q1: 8,121 shares; 2026Q2: 6,417 shares 6,417 $3.73M 1.15% -1,704 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: 4,701 shares; 2025Q1: 5,000 shares; 2025Q2: 4,701 shares; 2025Q3: 5,134 shares; 2025Q4: 5,120 shares; 2026Q1: 5,750 shares; 2026Q2: 3,220 shares 3,220 $3.72M 1.15% -2,530 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 loaded; 2024Q4: 39,275 shares; 2025Q1: 39,638 shares; 2025Q2: 39,275 shares; 2025Q3: 29,428 shares; 2025Q4: 34,276 shares; 2026Q1: 38,378 shares; 2026Q2: 38,264 shares 38,264 $3.7M 1.15% -114 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: not loaded; 2024Q4: not reported; 2025Q1: 30,298 shares; 2025Q2: not reported; 2025Q3: 58,968 shares; 2025Q4: 80,968 shares; 2026Q1: 89,161 shares; 2026Q2: 162,919 shares 162,919 $3.63M 1.13% +73,758 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 loaded; 2024Q4: 23,109 shares; 2025Q1: 15,399 shares; 2025Q2: 23,109 shares; 2025Q3: 8,060 shares; 2025Q4: 12,731 shares; 2026Q1: 41,934 shares; 2026Q2: 43,058 shares 43,058 $3.57M 1.11% +1,124 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: 5,548 shares; 2025Q1: 5,750 shares; 2025Q2: 5,548 shares; 2025Q3: 6,683 shares; 2025Q4: 6,500 shares; 2026Q1: 7,991 shares; 2026Q2: 9,270 shares 9,270 $3.5M 1.08% +1,279 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: 1,642 shares; 2025Q1: 4,223 shares; 2025Q2: 1,642 shares; 2025Q3: 2,426 shares; 2025Q4: 2,591 shares; 2026Q1: 2,771 shares; 2026Q2: 5,006 shares 5,006 $3.44M 1.07% +2,235 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: not loaded; 2024Q4: 30,096 shares; 2025Q1: 33,853 shares; 2025Q2: 30,616 shares; 2025Q3: 36,644 shares; 2025Q4: 38,417 shares; 2026Q1: 43,789 shares; 2026Q2: 43,714 shares 43,714 $3.37M 1.04% -75 Timeline GRID 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: 13,578 shares; 2025Q1: 13,823 shares; 2025Q2: 13,578 shares; 2025Q3: 11,058 shares; 2025Q4: 11,153 shares; 2026Q1: 13,378 shares; 2026Q2: 17,172 shares 17,172 $3.29M 1.02% +3,794 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: 18,711 shares; 2025Q1: 15,550 shares; 2025Q2: 18,711 shares; 2025Q3: 9,649 shares; 2025Q4: 9,802 shares; 2026Q1: 11,278 shares; 2026Q2: 30,003 shares 30,003 $3.23M 1% +18,725 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: 7,071 shares; 2025Q1: 7,479 shares; 2025Q2: 7,071 shares; 2025Q3: 8,094 shares; 2025Q4: 6,652 shares; 2026Q1: 8,287 shares; 2026Q2: 8,990 shares 8,990 $3.18M 0.98% +703 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: 10,954 shares; 2025Q1: 10,938 shares; 2025Q2: 11,069 shares; 2025Q3: 10,418 shares; 2025Q4: 9,796 shares; 2026Q1: 10,904 shares; 2026Q2: 10,974 shares 10,974 $3.18M 0.98% +70 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,496 shares; 2025Q2: not reported; 2025Q3: 15,701 shares; 2025Q4: 42,852 shares; 2026Q1: 42,914 shares; 2026Q2: 62,051 shares 62,051 $3.12M 0.97% +19,137 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: not loaded; 2024Q4: 8,965 shares; 2025Q1: 8,416 shares; 2025Q2: 11,598 shares; 2025Q3: 13,084 shares; 2025Q4: 15,617 shares; 2026Q1: 16,590 shares; 2026Q2: 12,401 shares 12,401 $2.82M 0.87% -4,189 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 loaded; 2024Q4: 65,946 shares; 2025Q1: 65,886 shares; 2025Q2: 65,946 shares; 2025Q3: 60,529 shares; 2025Q4: 61,511 shares; 2026Q1: 61,337 shares; 2026Q2: 60,374 shares 60,374 $2.79M 0.86% -963 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: 91,221 shares; 2025Q1: 87,667 shares; 2025Q2: 91,221 shares; 2025Q3: 64,325 shares; 2025Q4: 59,613 shares; 2026Q1: 58,293 shares; 2026Q2: 83,215 shares 83,215 $2.64M 0.82% +24,922 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: 5,055 shares; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 11,277 shares; 2026Q1: 13,199 shares; 2026Q2: 23,781 shares 23,781 $2.62M 0.81% +10,582 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 loaded; 2024Q4: 11,915 shares; 2025Q1: 14,053 shares; 2025Q2: 11,915 shares; 2025Q3: 41,202 shares; 2025Q4: 41,547 shares; 2026Q1: 45,071 shares; 2026Q2: 44,929 shares 44,929 $2.59M 0.8% -142 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: 5,507 shares; 2025Q1: 5,782 shares; 2025Q2: 7,608 shares; 2025Q3: 7,326 shares; 2025Q4: 15,247 shares; 2026Q1: 12,809 shares; 2026Q2: 13,093 shares 13,093 $2.49M 0.77% +284 Timeline IWL 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: 3,315 shares; 2025Q1: 4,898 shares; 2025Q2: 5,895 shares; 2025Q3: 9,621 shares; 2025Q4: 10,738 shares; 2026Q1: 13,032 shares; 2026Q2: 12,946 shares 12,946 $2.39M 0.74% -86 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,493 shares; 2025Q4: 16,671 shares; 2026Q1: 20,108 shares; 2026Q2: 40,594 shares 40,594 $2.35M 0.73% +20,486 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,502 shares; 2026Q1: 27,663 shares; 2026Q2: 52,388 shares 52,388 $2.32M 0.72% +24,725 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: 1,622 shares; 2025Q1: 1,848 shares; 2025Q2: 1,622 shares; 2025Q3: 2,258 shares; 2025Q4: 2,453 shares; 2026Q1: 3,478 shares; 2026Q2: 4,039 shares 4,039 $2.28M 0.71% +561 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,234 shares; 2026Q1: 49,971 shares; 2026Q2: 73,383 shares 73,383 $2.23M 0.69% +23,412 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: not loaded; 2024Q4: 3,305 shares; 2025Q1: 3,980 shares; 2025Q2: 3,305 shares; 2025Q3: 3,146 shares; 2025Q4: 3,932 shares; 2026Q1: 4,686 shares; 2026Q2: 5,719 shares 5,719 $2.12M 0.66% +1,033 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,650 shares; 2026Q2: 35,209 shares 35,209 $2.1M 0.65% +12,559 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: 7,795 shares; 2025Q1: 8,689 shares; 2025Q2: 7,795 shares; 2025Q3: 10,728 shares; 2025Q4: 10,818 shares; 2026Q1: 7,123 shares; 2026Q2: 6,787 shares 6,787 $2.02M 0.63% -336 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 4,739 shares; 2025Q4: 4,935 shares; 2026Q1: 6,086 shares; 2026Q2: 4,141 shares 4,141 $2M 0.62% -1,945 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: 22,387 shares; 2025Q1: 27,309 shares; 2025Q2: 31,723 shares; 2025Q3: 36,349 shares; 2025Q4: 39,635 shares; 2026Q1: 31,487 shares; 2026Q2: 21,793 shares 21,793 $1.96M 0.61% -9,694 Timeline IWC 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: 2,607 shares; 2026Q1: 4,769 shares; 2026Q2: 9,583 shares 9,583 $1.92M 0.59% +4,814 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,715 shares 18,715 $1.88M 0.58% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,187 shares; 2025Q1: 2,117 shares; 2025Q2: 5,187 shares; 2025Q3: 3,644 shares; 2025Q4: 3,575 shares; 2026Q1: 3,449 shares; 2026Q2: 2,872 shares 2,872 $1.88M 0.58% -577 Timeline USRT 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: 4,057 shares; 2025Q2: not reported; 2025Q3: 7,805 shares; 2025Q4: 11,792 shares; 2026Q1: 13,116 shares; 2026Q2: 27,155 shares 27,155 $1.8M 0.56% +14,039 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: not loaded; 2024Q4: 5,476 shares; 2025Q1: 5,537 shares; 2025Q2: 5,476 shares; 2025Q3: 4,753 shares; 2025Q4: 4,662 shares; 2026Q1: 5,455 shares; 2026Q2: 22,216 shares 22,216 $1.79M 0.55% +16,761 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 614 shares; 2025Q1: 717 shares; 2025Q2: 614 shares; 2025Q3: 911 shares; 2025Q4: 831 shares; 2026Q1: 910 shares; 2026Q2: 857 shares 857 $1.7M 0.53% -53 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,896 shares; 2025Q1: 2,981 shares; 2025Q2: 2,896 shares; 2025Q3: 3,384 shares; 2025Q4: 3,340 shares; 2026Q1: 4,801 shares; 2026Q2: 4,911 shares 4,911 $1.67M 0.52% +110 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,599 shares; 2025Q4: 5,395 shares; 2026Q1: 6,215 shares; 2026Q2: 13,948 shares 13,948 $1.66M 0.51% +7,733 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: not loaded; 2024Q4: 5,275 shares; 2025Q1: 3,430 shares; 2025Q2: 5,275 shares; 2025Q3: 3,289 shares; 2025Q4: 3,282 shares; 2026Q1: 3,311 shares; 2026Q2: 13,142 shares 13,142 $1.63M 0.51% +9,831 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 loaded; 2024Q4: 617 shares; 2025Q1: 603 shares; 2025Q2: 617 shares; 2025Q3: 667 shares; 2025Q4: 654 shares; 2026Q1: 2,050 shares; 2026Q2: 2,061 shares 2,061 $1.57M 0.49% +11 Timeline PTBD 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: 17,827 shares; 2025Q2: not reported; 2025Q3: 31,953 shares; 2025Q4: 41,949 shares; 2026Q1: 44,675 shares; 2026Q2: 80,150 shares 80,150 $1.54M 0.48% +35,475 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: 5,017 shares; 2025Q1: 17,141 shares; 2025Q2: 5,017 shares; 2025Q3: 122,895 shares; 2025Q4: 12,550 shares; 2026Q1: 14,020 shares; 2026Q2: 21,276 shares 21,276 $1.52M 0.47% +7,256 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,774 shares; 2025Q2: 6,861 shares; 2025Q3: 48,614 shares; 2025Q4: 60,295 shares; 2026Q1: 68,149 shares; 2026Q2: 29,779 shares 29,779 $1.5M 0.46% -38,370 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: not loaded; 2024Q4: 23,043 shares; 2025Q1: 22,250 shares; 2025Q2: 23,043 shares; 2025Q3: 7,588 shares; 2025Q4: 8,699 shares; 2026Q1: 9,525 shares; 2026Q2: 9,665 shares 9,665 $1.43M 0.44% +140 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 loaded; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 6,588 shares; 2025Q3: 3,550 shares; 2025Q4: 2,937 shares; 2026Q1: 8,666 shares; 2026Q2: 8,710 shares 8,710 $1.42M 0.44% +44 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: 3,745 shares; 2025Q1: 4,044 shares; 2025Q2: 3,745 shares; 2025Q3: 3,864 shares; 2025Q4: 2,715 shares; 2026Q1: 3,282 shares; 2026Q2: 3,330 shares 3,330 $1.4M 0.43% +48 Timeline IQLT 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: 36,817 shares; 2025Q1: 34,134 shares; 2025Q2: 36,817 shares; 2025Q3: 24,540 shares; 2025Q4: 24,022 shares; 2026Q1: 28,930 shares; 2026Q2: 27,850 shares 27,850 $1.38M 0.43% -1,080 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 loaded; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 997 shares; 2026Q1: 1,125 shares; 2026Q2: 1,104 shares 1,104 $1.3M 0.4% -21 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,588 shares; 2025Q1: 2,859 shares; 2025Q2: 2,588 shares; 2025Q3: 3,166 shares; 2025Q4: 3,325 shares; 2026Q1: 3,534 shares; 2026Q2: 3,468 shares 3,468 $1.3M 0.4% -66 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares; 2025Q4: 6,265 shares; 2026Q1: 6,200 shares; 2026Q2: 15,655 shares 15,655 $1.29M 0.4% +9,455 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 6,271 shares; 2026Q1: 7,655 shares; 2026Q2: 20,509 shares 20,509 $1.28M 0.4% +12,854 Timeline ILF 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: 34,878 shares; 2026Q2: 35,318 shares 35,318 $1.19M 0.37% +440 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 2,026 shares; 2025Q4: 2,115 shares; 2026Q1: 4,482 shares; 2026Q2: 4,439 shares 4,439 $1.16M 0.36% -43 Timeline NXTG 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: 8,846 shares; 2025Q1: 8,151 shares; 2025Q2: 12,023 shares; 2025Q3: 11,232 shares; 2025Q4: 12,174 shares; 2026Q1: 10,557 shares; 2026Q2: 7,465 shares 7,465 $1.14M 0.35% -3,092 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 18,313 shares; 2025Q4: 25,243 shares; 2026Q1: 20,004 shares; 2026Q2: 17,617 shares 17,617 $1.06M 0.33% -2,387 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 302 shares; 2025Q2: 277 shares; 2025Q3: 302 shares; 2025Q4: 297 shares; 2026Q1: 562 shares; 2026Q2: 617 shares 617 $1.05M 0.32% +55 Timeline RDVY 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: 37,887 shares; 2025Q2: not reported; 2025Q3: 42,499 shares; 2025Q4: 40,607 shares; 2026Q1: 13,093 shares; 2026Q2: 12,905 shares 12,905 $1.05M 0.32% -188 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,527 shares; 2026Q2: 28,297 shares 28,297 $1.03M 0.32% +12,770 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,824 shares; 2026Q1: 4,653 shares; 2026Q2: 8,827 shares 8,827 $1.03M 0.32% +4,174 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 loaded; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 4,948 shares; 2026Q1: 3,130 shares; 2026Q2: 3,061 shares 3,061 $1.03M 0.32% -69 Timeline SHM 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 loaded; 2024Q4: not reported; 2025Q1: 7,295 shares; 2025Q2: not reported; 2025Q3: 8,965 shares; 2025Q4: 9,887 shares; 2026Q1: 9,471 shares; 2026Q2: 21,195 shares 21,195 $1.02M 0.31% +11,724 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 loaded; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: 4,425 shares; 2025Q4: 4,538 shares; 2026Q1: 5,454 shares; 2026Q2: 5,886 shares 5,886 $1000K 0.31% +432 Timeline FBT 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: 3,115 shares; 2025Q3: 5,125 shares; 2025Q4: 6,112 shares; 2026Q1: 4,892 shares; 2026Q2: 3,951 shares 3,951 $979K 0.3% -941 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: 548 shares; 2025Q1: 653 shares; 2025Q2: 548 shares; 2025Q3: 741 shares; 2025Q4: 731 shares; 2026Q1: 771 shares; 2026Q2: 775 shares 775 $930K 0.29% +4 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,188 shares; 2025Q4: 1,296 shares; 2026Q1: 3,449 shares; 2026Q2: 3,620 shares 3,620 $921K 0.29% +171 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: not loaded; 2024Q4: 1,547 shares; 2025Q1: 1,652 shares; 2025Q2: 1,559 shares; 2025Q3: 2,118 shares; 2025Q4: 4,990 shares; 2026Q1: 5,912 shares; 2026Q2: 6,206 shares 6,206 $910K 0.28% +294 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: 1,591 shares; 2025Q1: 1,617 shares; 2025Q2: 1,591 shares; 2025Q3: 1,968 shares; 2025Q4: 1,991 shares; 2026Q1: 2,374 shares; 2026Q2: 2,431 shares 2,431 $834K 0.26% +57 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,549 shares; 2025Q2: not reported; 2025Q3: 14,617 shares; 2025Q4: 6,886 shares; 2026Q1: 23,459 shares; 2026Q2: 24,127 shares 24,127 $803K 0.25% +668 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 330 shares; 2026Q1: 376 shares; 2026Q2: 1,062 shares 1,062 $782K 0.24% +686 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares; 2026Q2: 2,776 shares 2,776 $767K 0.24% +158 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 2,944 shares; 2026Q1: 2,969 shares; 2026Q2: 2,988 shares 2,988 $763K 0.24% +19 Timeline EMB 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: 153,148 shares; 2025Q4: 3,961 shares; 2026Q1: 4,260 shares; 2026Q2: 7,886 shares 7,886 $761K 0.24% +3,626 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,678 shares; 2026Q2: 4,624 shares 4,624 $757K 0.23% +1,946 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: not loaded; 2024Q4: 1,568 shares; 2025Q1: 1,522 shares; 2025Q2: 1,568 shares; 2025Q3: 1,314 shares; 2025Q4: 1,303 shares; 2026Q1: 1,444 shares; 2026Q2: 1,447 shares 1,447 $743K 0.23% +3 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: not loaded; 2024Q4: not reported; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,592 shares 8,592 $740K 0.23% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,389 shares; 2025Q1: 11,766 shares; 2025Q2: 13,399 shares; 2025Q3: 9,895 shares; 2025Q4: 9,163 shares; 2026Q1: 10,070 shares; 2026Q2: 10,238 shares 10,238 $739K 0.23% +168 Timeline RDVI 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: 24,638 shares; 2025Q4: 25,081 shares; 2026Q1: 25,174 shares; 2026Q2: 25,005 shares 25,005 $735K 0.23% -169 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 1,112 shares; 2026Q2: 1,302 shares 1,302 $730K 0.23% +190 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,782 shares; 2025Q2: 3,495 shares; 2025Q3: 1,786 shares; 2025Q4: 1,788 shares; 2026Q1: 1,791 shares; 2026Q2: 1,784 shares 1,784 $727K 0.23% -7 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: not loaded; 2024Q4: not reported; 2025Q1: 8,242 shares; 2025Q2: not reported; 2025Q3: 96,441 shares; 2025Q4: 6,815 shares; 2026Q1: 7,506 shares; 2026Q2: 12,037 shares 12,037 $718K 0.22% +4,531 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: 900 shares; 2025Q1: 922 shares; 2025Q2: 900 shares; 2025Q3: 835 shares; 2025Q4: 4,255 shares; 2026Q1: 6,706 shares; 2026Q2: 7,230 shares 7,230 $718K 0.22% +524 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: not loaded; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 819 shares; 2026Q1: 1,497 shares; 2026Q2: 1,771 shares 1,771 $704K 0.22% +274 Timeline KNG 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: 12,330 shares; 2025Q4: 12,395 shares; 2026Q1: 12,454 shares; 2026Q2: 13,815 shares 13,815 $698K 0.22% +1,361 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: 12,535 shares; 2025Q1: 12,552 shares; 2025Q2: 12,535 shares; 2025Q3: 12,526 shares; 2025Q4: 12,899 shares; 2026Q1: 13,408 shares; 2026Q2: 13,240 shares 13,240 $660K 0.2% -168 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,515 shares 8,515 $645K 0.2% new Timeline LQTI 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: 32,297 shares; 2025Q4: 32,918 shares; 2026Q1: 33,197 shares; 2026Q2: 33,060 shares 33,060 $638K 0.2% -137 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: not loaded; 2024Q4: 907 shares; 2025Q1: 990 shares; 2025Q2: 907 shares; 2025Q3: 1,387 shares; 2025Q4: 1,144 shares; 2026Q1: 1,248 shares; 2026Q2: 1,260 shares 1,260 $632K 0.2% +12 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,481 shares; 2025Q1: 2,555 shares; 2025Q2: 2,481 shares; 2025Q3: 2,630 shares; 2025Q4: 2,161 shares; 2026Q1: 4,991 shares; 2026Q2: 5,344 shares 5,344 $610K 0.19% +353 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: 3,078 shares; 2025Q1: 3,220 shares; 2025Q2: 3,078 shares; 2025Q3: 2,950 shares; 2025Q4: 3,002 shares; 2026Q1: 3,795 shares; 2026Q2: 3,832 shares 3,832 $600K 0.19% +37 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 3,726 shares; 2026Q2: 6,049 shares 6,049 $581K 0.18% +2,323 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,738 shares; 2025Q1: 1,674 shares; 2025Q2: 1,738 shares; 2025Q3: 1,879 shares; 2025Q4: 1,864 shares; 2026Q1: 1,487 shares; 2026Q2: 1,485 shares 1,485 $557K 0.17% -2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,952 shares; 2026Q1: 14,588 shares; 2026Q2: 18,364 shares 18,364 $551K 0.17% +3,776 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,528 shares; 2025Q2: 1,725 shares; 2025Q3: not reported; 2025Q4: 2,240 shares; 2026Q1: 2,123 shares; 2026Q2: 2,481 shares 2,481 $545K 0.17% +358 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,464 shares; 2025Q4: not reported; 2026Q1: 4,323 shares; 2026Q2: 4,561 shares 4,561 $537K 0.17% +238 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,304 shares; 2026Q2: 5,777 shares 5,777 $533K 0.17% +473 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 6,605 shares; 2026Q2: 6,621 shares 6,621 $532K 0.16% +16 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,420 shares; 2026Q2: 14,033 shares 14,033 $523K 0.16% +7,613 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,812 shares; 2025Q2: not reported; 2025Q3: 3,415 shares; 2025Q4: 3,551 shares; 2026Q1: 5,342 shares; 2026Q2: 5,656 shares 5,656 $519K 0.16% +314 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,797 shares; 2026Q2: 1,949 shares 1,949 $478K 0.15% +152 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares; 2026Q2: 5,703 shares 5,703 $471K 0.15% +2,516 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $464K 0.14% new 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: 8,580 shares; 2025Q1: 7,957 shares; 2025Q2: 9,709 shares; 2025Q3: 4,660 shares; 2025Q4: 4,423 shares; 2026Q1: 3,476 shares; 2026Q2: 2,680 shares 2,680 $425K 0.13% -796 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: not reported; 2026Q2: 844 shares 844 $418K 0.13% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 7,057 shares 7,057 $416K 0.13% new Timeline SE SEA LTD More: the full row for SEA LTD 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: 3,935 shares; 2026Q2: 4,306 shares 4,306 $413K 0.13% +371 Timeline DAPP 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: 22,796 shares; 2025Q2: not reported; 2025Q3: 20,894 shares; 2025Q4: 24,207 shares; 2026Q1: 20,053 shares; 2026Q2: 21,264 shares 21,264 $412K 0.13% +1,211 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 loaded; 2024Q4: 1,178 shares; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,617 shares; 2025Q4: 876 shares; 2026Q1: 882 shares; 2026Q2: 846 shares 846 $404K 0.13% -36 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 4,037 shares; 2026Q2: 3,408 shares 3,408 $403K 0.12% -629 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,488 shares; 2026Q1: 1,484 shares; 2026Q2: 933 shares 933 $397K 0.12% -551 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $396K 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,343 shares 4,343 $384K 0.12% new Timeline IWY 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: 1,317 shares 1,317 $383K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,830 shares 3,830 $376K 0.12% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,802 shares; 2025Q2: not reported; 2025Q3: 338,765 shares; 2025Q4: 6,052 shares; 2026Q1: 6,440 shares; 2026Q2: 7,715 shares 7,715 $374K 0.12% +1,275 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: not loaded; 2024Q4: 542 shares; 2025Q1: 548 shares; 2025Q2: 542 shares; 2025Q3: 564 shares; 2025Q4: 591 shares; 2026Q1: 585 shares; 2026Q2: 587 shares 587 $372K 0.12% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 37,777 shares; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 1,063 shares 1,063 $364K 0.11% +70 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION 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: 1,027 shares; 2026Q2: 1,153 shares 1,153 $363K 0.11% +126 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,076 shares; 2026Q1: 2,898 shares; 2026Q2: 3,627 shares 3,627 $361K 0.11% +729 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: not loaded; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: not reported; 2025Q3: 3,767 shares; 2025Q4: 4,667 shares; 2026Q1: 4,095 shares; 2026Q2: 4,584 shares 4,584 $357K 0.11% +489 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: 4,719 shares; 2026Q2: 4,964 shares 4,964 $354K 0.11% +245 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: 7,505 shares; 2025Q1: 7,923 shares; 2025Q2: 7,505 shares; 2025Q3: 9,414 shares; 2025Q4: 9,516 shares; 2026Q1: 6,339 shares; 2026Q2: 6,030 shares 6,030 $344K 0.11% -309 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: 729 shares; 2026Q2: 954 shares 954 $341K 0.11% +225 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 784 shares; 2026Q2: 732 shares 732 $336K 0.1% -52 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: not reported; 2026Q2: 997 shares 997 $326K 0.1% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP 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: 1,881 shares; 2026Q2: 2,044 shares 2,044 $324K 0.1% +163 Timeline BALT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,439 shares 9,439 $323K 0.1% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,653 shares 1,653 $311K 0.1% +15 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,699 shares 3,699 $305K 0.09% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares; 2026Q2: 3,845 shares 3,845 $304K 0.09% +184 Timeline DFAX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,211 shares 8,211 $302K 0.09% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares; 2026Q2: 846 shares 846 $300K 0.09% -557 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 2,000 shares; 2026Q2: 1,958 shares 1,958 $286K 0.09% -42 Timeline IYF 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: 3,058 shares; 2025Q3: 6,826 shares; 2025Q4: 3,201 shares; 2026Q1: 2,816 shares; 2026Q2: 2,206 shares 2,206 $281K 0.09% -610 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,623 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $280K 0.09% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,885 shares 7,885 $274K 0.09% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION 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: 3,579 shares; 2026Q2: 3,524 shares 3,524 $274K 0.08% -55 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,052 shares; 2025Q1: 5,070 shares; 2025Q2: 5,052 shares; 2025Q3: 5,113 shares; 2025Q4: 5,136 shares; 2026Q1: 5,158 shares; 2026Q2: 5,180 shares 5,180 $270K 0.08% +22 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,982 shares 2,982 $269K 0.08% new 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: 1,276 shares; 2025Q1: 1,269 shares; 2025Q2: 1,276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $263K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $262K 0.08% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 929 shares; 2025Q1: 745 shares; 2025Q2: 929 shares; 2025Q3: 763 shares; 2025Q4: 718 shares; 2026Q1: 695 shares; 2026Q2: 676 shares 676 $261K 0.08% -19 Timeline IBLC 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: 7,630 shares; 2025Q4: 7,870 shares; 2026Q1: 6,520 shares; 2026Q2: 5,397 shares 5,397 $260K 0.08% -1,123 Timeline INTU INTUIT More: the full row for INTUIT 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: 1,161 shares; 2026Q2: 992 shares 992 $259K 0.08% -169 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $253K 0.08% new Timeline DFEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,188 shares 6,188 $251K 0.08% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP 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: 189 shares; 2026Q2: 210 shares 210 $251K 0.08% +21 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 4,931 shares; 2026Q1: 5,167 shares; 2026Q2: 5,362 shares 5,362 $247K 0.08% +195 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares; 2026Q1: 1,266 shares; 2026Q2: 1,300 shares 1,300 $247K 0.08% +34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 902 shares; 2026Q1: 779 shares; 2026Q2: 645 shares 645 $238K 0.07% -134 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: 221 shares 221 $236K 0.07% new Timeline XME 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,582 shares; 2026Q1: 2,372 shares; 2026Q2: 2,190 shares 2,190 $234K 0.07% -182 Timeline DFCF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,473 shares 5,473 $231K 0.07% new 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: 2,906 shares; 2025Q1: 2,726 shares; 2025Q2: 2,906 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 935 shares 935 $227K 0.07% new Timeline DFSD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,579 shares 4,579 $219K 0.07% 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: not loaded; 2024Q4: 731 shares; 2025Q1: 734 shares; 2025Q2: 1,175 shares; 2025Q3: 729 shares; 2025Q4: 743 shares; 2026Q1: 850 shares; 2026Q2: 808 shares 808 $218K 0.07% -42 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares; 2026Q2: 2,633 shares 2,633 $214K 0.07% -87 Timeline AOA 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: 2,152 shares 2,152 $210K 0.07% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,264 shares 1,264 $209K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 673 shares 673 $202K 0.06% new Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD 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: 34,243 shares; 2026Q1: 34,243 shares; 2026Q2: 34,243 shares 34,243 $26.1K 0.01% 0 Timeline EVGO EVGO INC More: the full row for EVGO 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: 12,870 shares; 2026Q1: 12,870 shares; 2026Q2: 12,870 shares 12,870 $24.6K 0.01% 0 Timeline