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; 2024Q2: restricted; 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 369,144 $28.3M 11.83% +12,656 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 237,137 $23.5M 9.85% +34,619 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; 2024Q2: restricted; 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 203,770 $9.97M 4.17% +61,711 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,273 $8.67M 3.63% +2,011 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; 2024Q2: restricted; 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 174,665 $7.08M 2.96% +9,683 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,770 $4.73M 1.98% +2,828 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,677 $4.65M 1.95% +3,391 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; 2024Q2: restricted; 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 48,532 $4.5M 1.88% +1,477 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; 2024Q2: restricted; 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 18,761 $3.91M 1.64% +1,523 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; 2024Q2: restricted; 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 133,121 $3.88M 1.62% -8,537 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 37,148 $3.8M 1.59% -4,069 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; 2024Q2: restricted; 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 88,968 $3.51M 1.47% +12,660 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,590 $3.5M 1.47% +973 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 38,378 $3.47M 1.45% +4,102 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; 2024Q2: restricted; 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 68,149 $3.11M 1.3% +7,854 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 43,789 $2.96M 1.24% +5,372 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 41,934 $2.92M 1.22% +29,203 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 61,337 $2.83M 1.19% -174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,904 $2.77M 1.16% +1,108 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; 2024Q2: restricted; 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 58,471 $2.74M 1.15% +5,907 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,991 $2.47M 1.04% +1,491 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,287 $2.38M 0.99% +1,635 Timeline NDVG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,374 shares; 2025Q1: 74,710 shares; 2025Q2: 101,021 shares; 2025Q3: 54,874 shares; 2025Q4: 52,160 shares; 2026Q1: 65,627 shares 65,627 $2.27M 0.95% +13,467 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,759 shares; 2025Q4: 45,669 shares; 2026Q1: 58,532 shares 58,532 $2.24M 0.94% +12,863 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; 2024Q2: restricted; 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 42,309 $2.22M 0.93% +8,783 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; 2024Q2: restricted; 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 13,378 $2.19M 0.92% +2,225 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; 2024Q2: restricted; 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 45,071 $2.18M 0.91% +3,524 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 42,914 $2.16M 0.9% +62 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,032 $2.09M 0.88% +2,294 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; 2024Q2: restricted; 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 89,161 $2M 0.84% +8,193 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; 2024Q2: restricted; 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 3,478 $1.99M 0.83% +1,025 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; 2024Q2: restricted; 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 31,487 $1.97M 0.83% -8,148 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; 2024Q2: restricted; 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 5,750 $1.94M 0.81% +630 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; 2024Q2: restricted; 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 58,293 $1.79M 0.75% -1,320 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; 2024Q2: restricted; 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 12,809 $1.7M 0.71% -2,438 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; 2024Q2: restricted; 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 2,771 $1.66M 0.69% +180 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; 2024Q2: restricted; 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 8,121 $1.65M 0.69% +536 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,650 shares 22,650 $1.6M 0.67% new 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; 2024Q2: restricted; 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 5,455 $1.57M 0.66% +793 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; 2024Q2: restricted; 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 33,631 $1.51M 0.63% +4,365 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; 2024Q2: restricted; 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 4,686 $1.5M 0.63% +754 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,311 $1.41M 0.59% +29 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 28,930 $1.34M 0.56% +4,908 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; 2024Q2: restricted; 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 3,449 $1.32M 0.55% -126 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,199 $1.28M 0.54% +1,922 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,878 shares 34,878 $1.24M 0.52% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,282 $1.22M 0.51% +567 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 614 shares; 2025Q1: 717 shares; 2025Q2: 614 shares; 2025Q3: 911 shares; 2025Q4: 831 shares; 2026Q1: 910 shares 910 $1.2M 0.5% +79 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,234 shares; 2026Q1: 49,971 shares 49,971 $1.2M 0.5% +17,737 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,278 $1.2M 0.5% +1,476 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,525 $1.18M 0.5% +826 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; 2024Q2: restricted; 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 10,557 $1.18M 0.49% -1,617 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; 2024Q2: restricted; 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 20,004 $1.11M 0.46% -5,239 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,493 shares; 2025Q4: 16,671 shares; 2026Q1: 20,108 shares 20,108 $1.1M 0.46% +3,437 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,502 shares; 2026Q1: 27,663 shares 27,663 $1.07M 0.45% +21,161 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,666 $1.03M 0.43% +5,729 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,534 $1M 0.42% +209 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; 2024Q2: restricted; 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 4,892 $982K 0.41% -1,220 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 997 shares; 2026Q1: 1,125 shares 1,125 $982K 0.41% +128 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 277 shares; 2025Q1: 302 shares; 2025Q2: 277 shares; 2025Q3: 302 shares; 2025Q4: 297 shares; 2026Q1: 562 shares 562 $972K 0.41% +265 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; 2024Q2: restricted; 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 23,459 $901K 0.38% +16,573 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; 2024Q2: restricted; 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 14,020 $898K 0.38% +1,470 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; 2024Q2: restricted; 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 13,093 $894K 0.37% -27,514 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,912 $870K 0.36% +922 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; 2024Q2: restricted; 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 44,675 $848K 0.35% +2,726 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 617 shares; 2025Q1: 603 shares; 2025Q2: 617 shares; 2025Q3: 667 shares; 2025Q4: 654 shares; 2026Q1: 2,050 shares 2,050 $800K 0.33% +1,396 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; 2024Q2: restricted; 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 3,130 $784K 0.33% -1,818 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,116 $776K 0.32% +1,324 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; 2024Q2: restricted; 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 4,801 $770K 0.32% +1,461 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; 2024Q2: restricted; 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 1,791 $762K 0.32% +3 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,607 shares; 2026Q1: 4,769 shares 4,769 $761K 0.32% +2,162 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; 2024Q2: restricted; 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 10,070 $724K 0.3% +907 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,444 $722K 0.3% +141 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,374 $717K 0.3% +383 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 653 shares; 2025Q2: 548 shares; 2025Q3: 741 shares; 2025Q4: 731 shares; 2026Q1: 771 shares 771 $709K 0.3% +40 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,795 $708K 0.3% +793 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; 2024Q2: restricted; 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 7,123 $706K 0.3% -3,695 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 922 shares; 2025Q2: 900 shares; 2025Q3: 835 shares; 2025Q4: 4,255 shares; 2026Q1: 6,706 shares 6,706 $701K 0.29% +2,451 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: not reported; 2025Q3: 798 shares; 2025Q4: 819 shares; 2026Q1: 1,497 shares 1,497 $690K 0.29% +678 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,824 shares; 2026Q1: 4,653 shares 4,653 $681K 0.28% +2,829 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; 2024Q2: restricted; 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 5,454 $670K 0.28% +916 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,739 shares; 2025Q4: 4,935 shares; 2026Q1: 6,086 shares 6,086 $667K 0.28% +1,151 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,297 shares; 2025Q4: 32,918 shares; 2026Q1: 33,197 shares 33,197 $650K 0.27% +279 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,638 shares; 2025Q4: 25,081 shares; 2026Q1: 25,174 shares 25,174 $643K 0.27% +93 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; 2024Q2: restricted; 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 13,408 $616K 0.26% +509 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 907 shares; 2025Q1: 990 shares; 2025Q2: 907 shares; 2025Q3: 1,387 shares; 2025Q4: 1,144 shares; 2026Q1: 1,248 shares 1,248 $614K 0.26% +104 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,599 shares; 2025Q4: 5,395 shares; 2026Q1: 6,215 shares 6,215 $609K 0.25% +820 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,330 shares; 2025Q4: 12,395 shares; 2026Q1: 12,454 shares 12,454 $607K 0.25% +59 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,991 $592K 0.25% +2,830 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,527 shares 15,527 $541K 0.23% new 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; 2024Q2: restricted; 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 1,484 $531K 0.22% -4 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,482 $529K 0.22% +2,367 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,296 shares; 2026Q1: 3,449 shares 3,449 $520K 0.22% +2,153 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; 2024Q2: restricted; 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 3,476 $510K 0.21% -947 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $502K 0.21% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,304 shares 5,304 $498K 0.21% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,464 shares; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $497K 0.21% new 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; 2024Q2: restricted; 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 5,342 $494K 0.21% +1,791 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares; 2025Q4: 6,265 shares; 2026Q1: 6,200 shares 6,200 $486K 0.2% -65 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 6,271 shares; 2026Q1: 7,655 shares 7,655 $479K 0.2% +1,384 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares 1,112 $472K 0.2% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares 3,726 $467K 0.2% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,719 shares 4,719 $454K 0.19% new 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; 2024Q2: restricted; 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 9,471 $453K 0.19% -416 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,037 shares 4,037 $450K 0.19% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,952 shares; 2026Q1: 14,588 shares 14,588 $439K 0.18% -364 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: 11,391 shares 11,391 $421K 0.18% +6,712 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; 2024Q2: restricted; 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 1,487 $413K 0.17% -377 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,107 shares; 2025Q4: 2,225 shares; 2026Q1: 6,499 shares 6,499 $408K 0.17% +4,274 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,123 $407K 0.17% -117 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; 2024Q2: restricted; 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 7,506 $406K 0.17% +691 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 2,944 shares; 2026Q1: 2,969 shares 2,969 $404K 0.17% +25 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 153,148 shares; 2025Q4: 3,961 shares; 2026Q1: 4,260 shares 4,260 $400K 0.17% +299 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $380K 0.16% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,678 shares 2,678 $379K 0.16% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,797 shares 1,797 $371K 0.16% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $349K 0.15% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,600 shares; 2025Q2: not reported; 2025Q3: 8,486 shares; 2025Q4: 12,491 shares; 2026Q1: 8,797 shares 8,797 $345K 0.14% -3,694 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $337K 0.14% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 902 shares; 2026Q1: 779 shares 779 $335K 0.14% -123 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,816 $331K 0.14% -385 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 548 shares; 2025Q2: 542 shares; 2025Q3: 564 shares; 2025Q4: 591 shares; 2026Q1: 585 shares 585 $330K 0.14% -6 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,935 shares 3,935 $326K 0.14% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,605 shares 6,605 $323K 0.14% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,095 $321K 0.13% -572 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; 2024Q2: restricted; 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 6,440 $309K 0.13% +388 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; 2024Q2: restricted; 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 6,339 $309K 0.13% -3,177 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; 2024Q2: restricted; 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 20,053 $299K 0.13% -4,154 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,178 shares; 2025Q1: not reported; 2025Q2: 1,178 shares; 2025Q3: 1,617 shares; 2025Q4: 876 shares; 2026Q1: 882 shares 882 $298K 0.12% +6 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,661 shares 3,661 $290K 0.12% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,261 shares 7,261 $283K 0.12% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares 1,881 $283K 0.12% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 409 shares; 2026Q1: 411 shares 411 $281K 0.12% +2 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 991 shares; 2025Q4: 1,003 shares; 2026Q1: 1,112 shares 1,112 $272K 0.11% +109 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,618 shares 2,618 $272K 0.11% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 731 shares; 2025Q1: 734 shares; 2025Q2: 1,175 shares; 2025Q3: 729 shares; 2025Q4: 743 shares; 2026Q1: 850 shares 850 $264K 0.11% +107 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,582 shares; 2026Q1: 2,372 shares 2,372 $256K 0.11% -210 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638 $254K 0.11% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,579 shares 3,579 $244K 0.1% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,251 shares; 2026Q1: 1,266 shares 1,266 $244K 0.1% +15 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares 174 $240K 0.1% new Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,630 shares; 2025Q4: 7,870 shares; 2026Q1: 6,520 shares 6,520 $238K 0.1% -1,350 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 37,777 shares; 2025Q4: not reported; 2026Q1: 993 shares 993 $238K 0.1% new 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; 2024Q2: restricted; 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 5,158 $237K 0.1% +22 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: 1,121 shares 1,121 $232K 0.1% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,847 shares 1,847 $230K 0.1% -45 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,420 shares 6,420 $228K 0.1% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,076 shares; 2026Q1: 2,898 shares 2,898 $225K 0.09% -178 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,762 shares; 2025Q2: not reported; 2025Q3: 11,284 shares; 2025Q4: 11,664 shares; 2026Q1: 3,732 shares 3,732 $219K 0.09% -7,932 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 330 shares; 2026Q1: 376 shares 376 $217K 0.09% +46 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,931 shares; 2026Q1: 5,167 shares 5,167 $217K 0.09% +236 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,295 shares; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 5,935 shares; 2026Q1: 2,318 shares 2,318 $215K 0.09% -3,617 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $213K 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,403 shares 1,403 $212K 0.09% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares 386 $212K 0.09% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: 729 shares 729 $210K 0.09% +8 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,720 shares 2,720 $207K 0.09% new Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares 3,187 $204K 0.09% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 929 shares; 2025Q1: 745 shares; 2025Q2: 929 shares; 2025Q3: 763 shares; 2025Q4: 718 shares; 2026Q1: 695 shares 695 $203K 0.09% -23 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189 shares 189 $202K 0.08% new Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,870 shares; 2026Q1: 12,870 shares 12,870 $22.1K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,243 shares; 2026Q1: 34,243 shares 34,243 $21.7K 0.01% 0 Timeline