ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839,651 shares; 2024Q4: 784,299 shares; 2025Q1: 756,965 shares; 2025Q2: 511,164 shares; 2025Q3: 630,400 shares; 2025Q4: 636,664 shares; 2026Q1: 772,851 shares; 2026Q2: 1,245,712 shares 1,245,712 $205M 18.7% +472,861 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,596 shares; 2024Q4: 545,466 shares; 2025Q1: 558,737 shares; 2025Q2: 558,807 shares; 2025Q3: 659,356 shares; 2025Q4: 675,305 shares; 2026Q1: 597,997 shares; 2026Q2: 621,939 shares 621,939 $88.2M 8.06% +23,942 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,729,914 shares; 2026Q2: 1,975,843 shares 1,975,843 $72.3M 6.61% +245,929 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704,612 shares; 2024Q4: 707,488 shares; 2025Q1: 713,774 shares; 2025Q2: 654,261 shares; 2025Q3: 643,986 shares; 2025Q4: 644,799 shares; 2026Q1: 678,390 shares; 2026Q2: 700,355 shares 700,355 $69M 6.31% +21,965 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198,779 shares; 2025Q2: 1,582,738 shares; 2025Q3: 1,609,371 shares; 2025Q4: 2,084,626 shares; 2026Q1: 1,540,805 shares; 2026Q2: 1,219,257 shares 1,219,257 $55.8M 5.1% -321,548 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,768,493 shares; 2024Q4: 1,328,281 shares; 2025Q1: 1,452,746 shares; 2025Q2: 1,435,916 shares; 2025Q3: 1,503,262 shares; 2025Q4: 1,413,555 shares; 2026Q1: 1,693,051 shares; 2026Q2: 1,824,886 shares 1,824,886 $39.6M 3.62% +131,835 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037,861 shares; 2024Q4: 970,957 shares; 2025Q1: 1,203,999 shares; 2025Q2: 1,180,035 shares; 2025Q3: 1,071,181 shares; 2025Q4: 1,050,555 shares; 2026Q1: 1,062,448 shares; 2026Q2: 1,078,914 shares 1,078,914 $33M 3.02% +16,466 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,362 shares; 2024Q4: 248,188 shares; 2025Q1: 248,603 shares; 2025Q2: 243,078 shares; 2025Q3: 263,573 shares; 2025Q4: 269,010 shares; 2026Q1: 281,501 shares; 2026Q2: 316,893 shares 316,893 $29.2M 2.67% +35,392 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594,510 shares; 2025Q4: 608,647 shares; 2026Q1: 681,984 shares; 2026Q2: 638,243 shares 638,243 $29.1M 2.66% -43,741 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546,505 shares; 2025Q3: 750,898 shares; 2025Q4: 822,446 shares; 2026Q1: 897,320 shares; 2026Q2: 665,525 shares 665,525 $28.7M 2.62% -231,795 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 462,830 shares; 2026Q2: 472,740 shares 472,740 $23.8M 2.18% +9,910 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 107,396 shares; 2025Q1: 108,173 shares; 2025Q2: 106,381 shares; 2025Q3: 101,206 shares; 2025Q4: 194,548 shares; 2026Q1: 202,658 shares; 2026Q2: 141,576 shares 141,576 $22.9M 2.09% -61,082 Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,929 shares; 2024Q4: 419,839 shares; 2025Q1: 431,366 shares; 2025Q2: 412,014 shares; 2025Q3: 397,729 shares; 2025Q4: 412,111 shares; 2026Q1: 420,940 shares; 2026Q2: 436,469 shares 436,469 $22.2M 2.03% +15,529 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473,490 shares; 2024Q4: 519,226 shares; 2025Q1: 537,360 shares; 2025Q2: 505,155 shares; 2025Q3: 490,884 shares; 2025Q4: 511,050 shares; 2026Q1: 523,488 shares; 2026Q2: 546,282 shares 546,282 $21.4M 1.95% +22,794 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,097 shares; 2025Q4: 161,795 shares; 2026Q1: 243,471 shares; 2026Q2: 335,543 shares 335,543 $20M 1.83% +92,072 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,499 shares; 2024Q4: 410,692 shares; 2025Q1: 429,304 shares; 2025Q2: 432,260 shares; 2025Q3: 444,751 shares; 2025Q4: 441,849 shares; 2026Q1: 447,787 shares; 2026Q2: 471,735 shares 471,735 $19.1M 1.74% +23,948 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,449 shares; 2024Q4: 211,979 shares; 2025Q1: 210,667 shares; 2025Q2: 213,136 shares; 2025Q3: 205,406 shares; 2025Q4: 202,739 shares; 2026Q1: 223,071 shares; 2026Q2: 168,051 shares 168,051 $16M 1.47% -55,020 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 526,954 shares 526,954 $14.8M 1.35% new Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,057 shares; 2024Q4: 228,895 shares; 2025Q1: 242,632 shares; 2025Q2: 242,683 shares; 2025Q3: 236,319 shares; 2025Q4: 228,459 shares; 2026Q1: 230,661 shares; 2026Q2: 230,728 shares 230,728 $13.9M 1.27% +67 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,435 shares; 2024Q4: 203,459 shares; 2025Q1: 225,083 shares; 2025Q2: 223,511 shares; 2025Q3: 226,374 shares; 2025Q4: 228,049 shares; 2026Q1: 230,340 shares; 2026Q2: 226,328 shares 226,328 $11.1M 1.02% -4,012 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216,808 shares; 2025Q3: 188,018 shares; 2025Q4: 194,318 shares; 2026Q1: 209,632 shares; 2026Q2: 207,195 shares 207,195 $10M 0.92% -2,437 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,791 shares; 2024Q4: 27,674 shares; 2025Q1: 70,507 shares; 2025Q2: 77,276 shares; 2025Q3: 83,100 shares; 2025Q4: 128,554 shares; 2026Q1: 184,279 shares; 2026Q2: 193,058 shares 193,058 $9.57M 0.87% +8,779 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: 31,246 shares; 2024Q4: 40,916 shares; 2025Q1: 31,625 shares; 2025Q2: 31,720 shares; 2025Q3: 31,657 shares; 2025Q4: 30,691 shares; 2026Q1: 32,580 shares; 2026Q2: 42,612 shares 42,612 $8.53M 0.78% +10,032 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: 31,601 shares; 2024Q4: 31,130 shares; 2025Q1: 29,850 shares; 2025Q2: 21,639 shares; 2025Q3: 21,494 shares; 2025Q4: 21,893 shares; 2026Q1: 22,673 shares; 2026Q2: 27,333 shares 27,333 $7.91M 0.72% +4,660 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: 83,305 shares; 2024Q4: 83,692 shares; 2025Q1: 99,931 shares; 2025Q2: 100,888 shares; 2025Q3: 98,911 shares; 2025Q4: 96,552 shares; 2026Q1: 97,127 shares; 2026Q2: 94,702 shares 94,702 $7.3M 0.67% -2,425 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: 9,182 shares; 2024Q4: 9,181 shares; 2025Q1: 8,677 shares; 2025Q2: 8,466 shares; 2025Q3: 8,380 shares; 2025Q4: 8,311 shares; 2026Q1: 8,387 shares; 2026Q2: 8,915 shares 8,915 $6.57M 0.6% +528 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,726 shares; 2024Q4: 85,091 shares; 2025Q1: 86,332 shares; 2025Q2: 87,029 shares; 2025Q3: 97,419 shares; 2025Q4: 100,194 shares; 2026Q1: 103,780 shares; 2026Q2: 112,173 shares 112,173 $5.87M 0.54% +8,393 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,091 shares; 2024Q4: 78,980 shares; 2025Q1: 88,120 shares; 2025Q2: 66,077 shares; 2025Q3: 68,201 shares; 2025Q4: 63,277 shares; 2026Q1: 70,243 shares; 2026Q2: 57,827 shares 57,827 $5.79M 0.53% -12,416 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: 6,505 shares; 2024Q4: 6,523 shares; 2025Q1: 6,876 shares; 2025Q2: 7,130 shares; 2025Q3: 7,093 shares; 2025Q4: 7,471 shares; 2026Q1: 8,806 shares; 2026Q2: 14,040 shares 14,040 $4.96M 0.45% +5,234 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: 9,704 shares; 2024Q4: 10,048 shares; 2025Q1: 11,957 shares; 2025Q2: 10,465 shares; 2025Q3: 10,215 shares; 2025Q4: 11,347 shares; 2026Q1: 12,274 shares; 2026Q2: 20,378 shares 20,378 $4.86M 0.44% +8,104 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: 10,304 shares; 2024Q4: 10,639 shares; 2025Q1: 10,857 shares; 2025Q2: 9,731 shares; 2025Q3: 9,772 shares; 2025Q4: 9,906 shares; 2026Q1: 10,766 shares; 2026Q2: 12,107 shares 12,107 $4.52M 0.41% +1,341 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: 64,507 shares; 2024Q4: 66,142 shares; 2025Q1: 72,000 shares; 2025Q2: 70,611 shares; 2025Q3: 60,714 shares; 2025Q4: 57,807 shares; 2026Q1: 56,383 shares; 2026Q2: 54,262 shares 54,262 $4.46M 0.41% -2,121 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: 76,093 shares; 2024Q4: 79,010 shares; 2025Q1: 78,810 shares; 2025Q2: 101,165 shares; 2025Q3: 6,972 shares; 2025Q4: 15,982 shares; 2026Q1: 17,694 shares; 2026Q2: 22,942 shares 22,942 $4.37M 0.4% +5,248 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: 11,025 shares; 2024Q4: 10,725 shares; 2025Q1: 13,194 shares; 2025Q2: 7,946 shares; 2025Q3: 7,998 shares; 2025Q4: 7,904 shares; 2026Q1: 7,696 shares; 2026Q2: 11,460 shares 11,460 $4.1M 0.37% +3,764 Timeline FVD 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: 90,799 shares; 2024Q4: 90,604 shares; 2025Q1: 90,512 shares; 2025Q2: 87,794 shares; 2025Q3: 82,803 shares; 2025Q4: 80,710 shares; 2026Q1: 80,243 shares; 2026Q2: 80,890 shares 80,890 $3.9M 0.36% +647 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: 700 shares; 2024Q4: 3,846 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares; 2025Q4: 3,832 shares; 2026Q1: 3,832 shares; 2026Q2: 5,154 shares 5,154 $3.85M 0.35% +1,322 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,267 shares; 2024Q4: 14,554 shares; 2025Q1: 14,074 shares; 2025Q2: 14,022 shares; 2025Q3: 13,989 shares; 2025Q4: 13,982 shares; 2026Q1: 13,837 shares; 2026Q2: 13,748 shares 13,748 $3.8M 0.35% -89 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: 2,242 shares; 2024Q4: 2,539 shares; 2025Q1: 9,384 shares; 2025Q2: 6,025 shares; 2025Q3: 6,136 shares; 2025Q4: 6,141 shares; 2026Q1: 6,166 shares; 2026Q2: 10,130 shares 10,130 $3.75M 0.34% +3,964 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.34% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,133 shares; 2024Q4: 37,809 shares; 2025Q1: 37,574 shares; 2025Q2: 39,303 shares; 2025Q3: 39,497 shares; 2025Q4: 38,341 shares; 2026Q1: 37,786 shares; 2026Q2: 38,426 shares 38,426 $3.71M 0.34% +640 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,191 shares; 2024Q4: 80,325 shares; 2025Q1: 75,913 shares; 2025Q2: 74,513 shares; 2025Q3: 70,656 shares; 2025Q4: 70,547 shares; 2026Q1: 67,937 shares; 2026Q2: 66,395 shares 66,395 $3.63M 0.33% -1,542 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares; 2026Q1: 63,363 shares; 2026Q2: 69,871 shares 69,871 $3.52M 0.32% +6,508 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: 3,172 shares; 2024Q4: 3,149 shares; 2025Q1: 3,200 shares; 2025Q2: 3,402 shares; 2025Q3: 3,601 shares; 2025Q4: 3,497 shares; 2026Q1: 3,667 shares; 2026Q2: 3,707 shares 3,707 $2.78M 0.25% +40 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,679 shares; 2024Q4: 42,253 shares; 2025Q1: 41,757 shares; 2025Q2: 41,839 shares; 2025Q3: 39,401 shares; 2025Q4: 38,158 shares; 2026Q1: 36,963 shares; 2026Q2: 36,131 shares 36,131 $2.73M 0.25% -832 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: 9,860 shares; 2024Q4: 9,889 shares; 2025Q1: 9,394 shares; 2025Q2: 9,265 shares; 2025Q3: 8,034 shares; 2025Q4: 8,030 shares; 2026Q1: 7,979 shares; 2026Q2: 7,819 shares 7,819 $2.68M 0.24% -160 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 2,852 shares; 2025Q4: 3,324 shares; 2026Q1: 4,244 shares; 2026Q2: 33,199 shares 33,199 $2.67M 0.24% +28,955 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: 3,683 shares; 2024Q4: 3,701 shares; 2025Q1: 6,162 shares; 2025Q2: 5,032 shares; 2025Q3: 5,443 shares; 2025Q4: 5,602 shares; 2026Q1: 6,141 shares; 2026Q2: 6,735 shares 6,735 $2.54M 0.23% +594 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: 4,292 shares; 2024Q4: 4,001 shares; 2025Q1: 4,155 shares; 2025Q2: 4,525 shares; 2025Q3: 4,438 shares; 2025Q4: 4,349 shares; 2026Q1: 4,577 shares; 2026Q2: 29,130 shares 29,130 $2.51M 0.23% +24,553 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: 282,036 shares; 2024Q4: 294,692 shares; 2025Q1: 294,966 shares; 2025Q2: 298,718 shares; 2025Q3: 288,064 shares; 2025Q4: 169,196 shares; 2026Q1: 130,350 shares; 2026Q2: 11,343 shares 11,343 $2.49M 0.23% -119,007 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,785 shares; 2025Q3: 14,719 shares; 2025Q4: 16,325 shares; 2026Q1: 27,655 shares; 2026Q2: 30,922 shares 30,922 $2.27M 0.21% +3,267 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,609 shares; 2024Q4: 7,533 shares; 2025Q1: 7,399 shares; 2025Q2: 7,539 shares; 2025Q3: 7,461 shares; 2025Q4: 7,386 shares; 2026Q1: 7,197 shares; 2026Q2: 7,471 shares 7,471 $2.26M 0.21% +274 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 9,196 shares; 2025Q4: 7,340 shares; 2026Q1: 9,307 shares; 2026Q2: 7,643 shares 7,643 $2.11M 0.19% -1,664 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: 14,820 shares; 2024Q4: 15,402 shares; 2025Q1: 14,671 shares; 2025Q2: 15,061 shares; 2025Q3: 14,637 shares; 2025Q4: 13,937 shares; 2026Q1: 14,064 shares; 2026Q2: 13,917 shares 13,917 $2.06M 0.19% -147 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: 1,754 shares; 2024Q4: 1,765 shares; 2025Q1: 2,055 shares; 2025Q2: 2,276 shares; 2025Q3: 2,495 shares; 2025Q4: 2,565 shares; 2026Q1: 2,652 shares; 2026Q2: 3,580 shares 3,580 $2.02M 0.18% +928 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,319 shares; 2024Q4: 11,299 shares; 2025Q1: 11,284 shares; 2025Q2: 11,275 shares; 2025Q3: 10,827 shares; 2025Q4: 10,770 shares; 2026Q1: 10,734 shares; 2026Q2: 10,661 shares 10,661 $1.99M 0.18% -73 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,012 shares; 2024Q4: 15,221 shares; 2025Q1: 15,481 shares; 2025Q2: 27,677 shares; 2025Q3: 33,290 shares; 2025Q4: 33,132 shares; 2026Q1: 33,787 shares; 2026Q2: 28,986 shares 28,986 $1.97M 0.18% -4,801 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: 413,016 shares; 2024Q4: 431,556 shares; 2025Q1: 36,816 shares; 2025Q2: 31,911 shares; 2025Q3: 30,644 shares; 2025Q4: 30,748 shares; 2026Q1: 31,239 shares; 2026Q2: 31,087 shares 31,087 $1.93M 0.18% -152 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,111 shares; 2024Q4: 29,474 shares; 2025Q1: 28,795 shares; 2025Q2: 28,719 shares; 2025Q3: 26,815 shares; 2025Q4: 26,504 shares; 2026Q1: 25,405 shares; 2026Q2: 24,781 shares 24,781 $1.62M 0.15% -624 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: 670,520 shares; 2024Q4: 1,205,502 shares; 2025Q1: 895,038 shares; 2025Q2: 1,051,949 shares; 2025Q3: 41,140 shares; 2025Q4: 34,508 shares; 2026Q1: 32,058 shares; 2026Q2: 32,058 shares 32,058 $1.62M 0.15% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,657 shares; 2024Q4: 27,462 shares; 2025Q1: 26,165 shares; 2025Q2: 25,389 shares; 2025Q3: 25,373 shares; 2025Q4: 25,320 shares; 2026Q1: 25,432 shares; 2026Q2: 25,022 shares 25,022 $1.61M 0.15% -410 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: 1,722 shares; 2024Q4: 2,012 shares; 2025Q1: 2,107 shares; 2025Q2: 2,385 shares; 2025Q3: 2,448 shares; 2025Q4: 2,574 shares; 2026Q1: 2,626 shares; 2026Q2: 3,346 shares 3,346 $1.6M 0.15% +720 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,381 shares 1,381 $1.59M 0.15% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,413 shares; 2024Q4: 11,413 shares; 2025Q1: 10,917 shares; 2025Q2: 10,873 shares; 2025Q3: 10,876 shares; 2025Q4: 10,878 shares; 2026Q1: 10,881 shares; 2026Q2: 10,907 shares 10,907 $1.59M 0.15% +26 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,641 shares; 2024Q4: 18,420 shares; 2025Q1: 18,420 shares; 2025Q2: 17,920 shares; 2025Q3: 20,505 shares; 2025Q4: 19,912 shares; 2026Q1: 19,967 shares; 2026Q2: 20,055 shares 20,055 $1.53M 0.14% +88 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 3,890 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 2,087 shares; 2026Q1: 2,042 shares; 2026Q2: 2,395 shares 2,395 $1.53M 0.14% +353 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: 15,465 shares; 2024Q4: 15,591 shares; 2025Q1: 18,037 shares; 2025Q2: 20,454 shares; 2025Q3: 22,052 shares; 2025Q4: 22,586 shares; 2026Q1: 19,947 shares; 2026Q2: 18,153 shares 18,153 $1.5M 0.14% -1,794 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: 4,531 shares; 2024Q4: 4,444 shares; 2025Q1: 4,113 shares; 2025Q2: 4,101 shares; 2025Q3: 4,156 shares; 2025Q4: 4,099 shares; 2026Q1: 4,223 shares; 2026Q2: 4,518 shares 4,518 $1.48M 0.14% +295 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: 901 shares; 2024Q4: 1,330 shares; 2025Q1: 1,405 shares; 2025Q2: 1,780 shares; 2025Q3: 1,516 shares; 2025Q4: 1,681 shares; 2026Q1: 1,902 shares; 2026Q2: 3,473 shares 3,473 $1.46M 0.13% +1,571 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: 15,967 shares; 2024Q4: 15,801 shares; 2025Q1: 14,884 shares; 2025Q2: 14,448 shares; 2025Q3: 14,297 shares; 2025Q4: 14,076 shares; 2026Q1: 14,248 shares; 2026Q2: 14,601 shares 14,601 $1.41M 0.13% +353 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 825,825 shares; 2026Q1: 273,894 shares; 2026Q2: 19,013 shares 19,013 $1.39M 0.13% -254,881 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 706 shares; 2024Q4: 691 shares; 2025Q1: 807 shares; 2025Q2: 674 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 574 shares; 2026Q2: 1,466 shares 1,466 $1.37M 0.13% +892 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: 2,979 shares; 2024Q4: 2,739 shares; 2025Q1: 2,900 shares; 2025Q2: 2,859 shares; 2025Q3: 2,856 shares; 2025Q4: 2,687 shares; 2026Q1: 2,662 shares; 2026Q2: 10,549 shares 10,549 $1.31M 0.12% +7,887 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: 2,384 shares; 2024Q4: 2,405 shares; 2025Q1: 2,279 shares; 2025Q2: 1,845 shares; 2025Q3: 1,492 shares; 2025Q4: 1,325 shares; 2026Q1: 1,799 shares; 2026Q2: 3,672 shares 3,672 $1.26M 0.12% +1,873 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,519 shares; 2025Q1: 11,602 shares; 2025Q2: 11,442 shares; 2025Q3: 11,022 shares; 2025Q4: 10,544 shares; 2026Q1: 10,626 shares; 2026Q2: 10,068 shares 10,068 $1.25M 0.11% -558 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: 6,954 shares; 2024Q4: 26,962 shares; 2025Q1: 27,408 shares; 2025Q2: 27,219 shares; 2025Q3: 27,219 shares; 2025Q4: 27,664 shares; 2026Q1: 27,789 shares; 2026Q2: 36,844 shares 36,844 $1.25M 0.11% +9,055 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 11,061 shares; 2025Q1: 11,028 shares; 2025Q2: 11,691 shares; 2025Q3: 11,729 shares; 2025Q4: 11,712 shares; 2026Q1: 11,814 shares; 2026Q2: 11,809 shares 11,809 $1.14M 0.1% -5 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,645 shares; 2024Q4: 41,132 shares; 2025Q1: 41,013 shares; 2025Q2: 41,063 shares; 2025Q3: 41,294 shares; 2025Q4: 40,994 shares; 2026Q1: 40,767 shares; 2026Q2: 40,643 shares 40,643 $1.13M 0.1% -124 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,782 shares; 2024Q4: 9,651 shares; 2025Q1: 9,484 shares; 2025Q2: 9,470 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares; 2026Q1: 9,225 shares; 2026Q2: 9,572 shares 9,572 $1.12M 0.1% +347 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,269 shares; 2024Q4: 4,325 shares; 2025Q1: 4,147 shares; 2025Q2: 4,169 shares; 2025Q3: 3,828 shares; 2025Q4: 3,770 shares; 2026Q1: 3,691 shares; 2026Q2: 3,598 shares 3,598 $1.08M 0.1% -93 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468 shares; 2025Q4: 425 shares; 2026Q1: 313 shares; 2026Q2: 1,001 shares 1,001 $1.07M 0.1% +688 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: 12,796 shares; 2024Q4: 12,511 shares; 2025Q1: 12,511 shares; 2025Q2: 12,511 shares; 2025Q3: 9,518 shares; 2025Q4: 9,112 shares; 2026Q1: 9,112 shares; 2026Q2: 9,112 shares 9,112 $1.01M 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,275 shares; 2025Q1: 3,654 shares; 2025Q2: 3,619 shares; 2025Q3: 3,550 shares; 2025Q4: 3,556 shares; 2026Q1: 3,596 shares; 2026Q2: 3,947 shares 3,947 $1M 0.09% +351 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,476 shares; 2025Q2: 3,352 shares; 2025Q3: 3,237 shares; 2025Q4: 3,558 shares; 2026Q1: 3,700 shares; 2026Q2: 3,951 shares 3,951 $994K 0.09% +251 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,223 shares; 2024Q4: 11,919 shares; 2025Q1: 11,886 shares; 2025Q2: 11,809 shares; 2025Q3: 11,451 shares; 2025Q4: 11,386 shares; 2026Q1: 10,841 shares; 2026Q2: 10,799 shares 10,799 $980K 0.09% -42 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211,425 shares; 2025Q4: 153,326 shares; 2026Q1: 4,125 shares; 2026Q2: 10,959 shares 10,959 $978K 0.09% +6,834 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 518 shares; 2026Q2: 817 shares 817 $960K 0.09% +299 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: 1,345 shares; 2024Q4: 1,497 shares; 2025Q1: 1,499 shares; 2025Q2: 1,231 shares; 2025Q3: 1,244 shares; 2025Q4: 1,235 shares; 2026Q1: 1,198 shares; 2026Q2: 1,204 shares 1,204 $919K 0.08% +6 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $904K 0.08% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,734 shares; 2024Q4: 6,949 shares; 2025Q1: 7,342 shares; 2025Q2: 7,232 shares; 2025Q3: 7,210 shares; 2025Q4: 7,210 shares; 2026Q1: 7,210 shares; 2026Q2: 8,706 shares 8,706 $897K 0.08% +1,496 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,315 shares; 2025Q1: 2,486 shares; 2025Q2: 1,670 shares; 2025Q3: 1,128 shares; 2025Q4: 1,061 shares; 2026Q1: 1,038 shares; 2026Q2: 2,486 shares 2,486 $877K 0.08% +1,448 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 236 shares; 2025Q4: 244 shares; 2026Q1: 260 shares; 2026Q2: 2,810 shares 2,810 $848K 0.08% +2,550 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,520 shares; 2024Q4: 12,951 shares; 2025Q1: 13,047 shares; 2025Q2: 10,408 shares; 2025Q3: 10,414 shares; 2025Q4: 10,421 shares; 2026Q1: 10,369 shares; 2026Q2: 10,266 shares 10,266 $837K 0.08% -103 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: 7,459 shares; 2024Q4: 7,819 shares; 2025Q1: 13,700 shares; 2025Q2: 14,977 shares; 2025Q3: 13,771 shares; 2025Q4: 15,565 shares; 2026Q1: 13,861 shares; 2026Q2: 13,763 shares 13,763 $822K 0.08% -98 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,431 shares; 2025Q3: 2,619 shares; 2025Q4: 2,916 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares 2,728 $820K 0.07% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,615 shares 4,615 $789K 0.07% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,875 shares; 2024Q4: 5,263 shares; 2025Q1: 6,843 shares; 2025Q2: 8,781 shares; 2025Q3: 8,885 shares; 2025Q4: 9,114 shares; 2026Q1: 9,111 shares; 2026Q2: 9,202 shares 9,202 $787K 0.07% +91 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,626 shares; 2024Q4: 11,959 shares; 2025Q1: 12,039 shares; 2025Q2: 10,823 shares; 2025Q3: 10,343 shares; 2025Q4: 11,078 shares; 2026Q1: 11,145 shares; 2026Q2: 11,420 shares 11,420 $786K 0.07% +275 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,025 shares; 2024Q4: 20,720 shares; 2025Q1: 25,993 shares; 2025Q2: 26,083 shares; 2025Q3: 26,083 shares; 2025Q4: 26,484 shares; 2026Q1: 26,640 shares; 2026Q2: 26,640 shares 26,640 $784K 0.07% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,611 shares; 2026Q1: 2,024 shares; 2026Q2: 1,622 shares 1,622 $783K 0.07% -402 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $776K 0.07% new Timeline DIVI 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: 27,791 shares; 2024Q4: 17,779 shares; 2025Q1: 16,889 shares; 2025Q2: 16,796 shares; 2025Q3: 18,429 shares; 2025Q4: 18,351 shares; 2026Q1: 18,246 shares; 2026Q2: 17,541 shares 17,541 $749K 0.07% -705 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: 949 shares; 2024Q4: 1,214 shares; 2025Q1: 1,402 shares; 2025Q2: 1,349 shares; 2025Q3: 1,438 shares; 2025Q4: 1,405 shares; 2026Q1: 1,425 shares; 2026Q2: 1,482 shares 1,482 $742K 0.07% +57 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,489 shares; 2024Q4: 1,755 shares; 2025Q1: 2,007 shares; 2025Q2: 1,748 shares; 2025Q3: 1,545 shares; 2025Q4: 1,309 shares; 2026Q1: 1,026 shares; 2026Q2: 1,347 shares 1,347 $694K 0.06% +321 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,659 shares; 2025Q1: 4,954 shares; 2025Q2: 4,455 shares; 2025Q3: 4,602 shares; 2025Q4: 4,481 shares; 2026Q1: 4,621 shares; 2026Q2: 4,932 shares 4,932 $674K 0.06% +311 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,596 shares; 2024Q4: 5,184 shares; 2025Q1: 5,171 shares; 2025Q2: 5,163 shares; 2025Q3: 5,486 shares; 2025Q4: 4,554 shares; 2026Q1: 4,764 shares; 2026Q2: 4,793 shares 4,793 $659K 0.06% +29 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,642 shares 2,642 $651K 0.06% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912 $647K 0.06% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 18,373 shares; 2025Q1: 9,930 shares; 2025Q2: 9,406 shares; 2025Q3: 9,452 shares; 2025Q4: 9,452 shares; 2026Q1: 9,452 shares; 2026Q2: 9,452 shares 9,452 $639K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,916 shares 6,916 $638K 0.06% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,324 shares; 2026Q1: 7,263 shares; 2026Q2: 7,142 shares 7,142 $634K 0.06% -121 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,178 shares; 2024Q4: 12,407 shares; 2025Q1: 12,542 shares; 2025Q2: 12,386 shares; 2025Q3: 12,822 shares; 2025Q4: 12,912 shares; 2026Q1: 13,243 shares; 2026Q2: 14,497 shares 14,497 $630K 0.06% +1,254 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: 646 shares; 2024Q4: 627 shares; 2025Q1: 665 shares; 2025Q2: 636 shares; 2025Q3: 522 shares; 2025Q4: 506 shares; 2026Q1: 526 shares; 2026Q2: 525 shares 525 $630K 0.06% -1 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,177 shares; 2024Q4: 2,065 shares; 2025Q1: 2,127 shares; 2025Q2: 2,100 shares; 2025Q3: 2,058 shares; 2025Q4: 2,063 shares; 2026Q1: 1,682 shares; 2026Q2: 4,119 shares 4,119 $624K 0.06% +2,437 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,644 shares; 2026Q2: 23,616 shares 23,616 $623K 0.06% +14,972 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: 5,800 shares; 2024Q4: 16,115 shares; 2025Q1: 16,115 shares; 2025Q2: 17,301 shares; 2025Q3: 17,301 shares; 2025Q4: 17,788 shares; 2026Q1: 17,788 shares; 2026Q2: 17,788 shares 17,788 $619K 0.06% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares; 2026Q2: 2,958 shares 2,958 $591K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,553 shares; 2025Q2: 2,513 shares; 2025Q3: 2,648 shares; 2025Q4: 2,635 shares; 2026Q1: 2,813 shares; 2026Q2: 4,184 shares 4,184 $586K 0.05% +1,371 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,588 shares; 2025Q1: 2,632 shares; 2025Q2: 2,595 shares; 2025Q3: 2,593 shares; 2025Q4: 2,586 shares; 2026Q1: 2,786 shares; 2026Q2: 3,208 shares 3,208 $580K 0.05% +422 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,932 shares; 2025Q1: 1,345 shares; 2025Q2: 1,341 shares; 2025Q3: 1,339 shares; 2025Q4: 1,309 shares; 2026Q1: 1,310 shares; 2026Q2: 2,052 shares 2,052 $577K 0.05% +742 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,368 shares; 2025Q1: 3,659 shares; 2025Q2: 3,615 shares; 2025Q3: 3,668 shares; 2025Q4: 3,726 shares; 2026Q1: 3,676 shares; 2026Q2: 4,434 shares 4,434 $570K 0.05% +758 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: 3,067 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,612 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 2,612 shares 2,612 $569K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,354 shares; 2024Q4: 2,677 shares; 2025Q1: 2,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,654 shares 1,654 $564K 0.05% 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; 2024Q3: 730 shares; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 828 shares; 2026Q1: 991 shares; 2026Q2: 1,307 shares 1,307 $557K 0.05% +316 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,515 shares; 2024Q4: 19,420 shares; 2025Q1: 18,899 shares; 2025Q2: 19,459 shares; 2025Q3: 20,685 shares; 2025Q4: 29,752 shares; 2026Q1: 20,824 shares; 2026Q2: 19,972 shares 19,972 $553K 0.05% -852 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 5,030 shares; 2025Q4: not reported; 2026Q1: 4,530 shares; 2026Q2: 11,445 shares 11,445 $550K 0.05% +6,915 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,057 shares; 2025Q2: 1,699 shares; 2025Q3: 1,455 shares; 2025Q4: 1,467 shares; 2026Q1: 1,179 shares; 2026Q2: 1,429 shares 1,429 $549K 0.05% +250 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: 1,833 shares; 2024Q4: 1,846 shares; 2025Q1: 1,841 shares; 2025Q2: 1,953 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares; 2026Q1: 1,949 shares; 2026Q2: 2,004 shares 2,004 $542K 0.05% +55 Timeline POCT 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: 6,420 shares; 2024Q4: 7,940 shares; 2025Q1: 8,398 shares; 2025Q2: 8,398 shares; 2025Q3: 8,398 shares; 2025Q4: 11,394 shares; 2026Q1: 11,394 shares; 2026Q2: 11,394 shares 11,394 $529K 0.05% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,154 shares; 2025Q3: 28,173 shares; 2025Q4: 16,858 shares; 2026Q1: 18,072 shares; 2026Q2: 19,516 shares 19,516 $512K 0.05% +1,444 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,420 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,420 shares; 2026Q1: 3,420 shares; 2026Q2: 3,420 shares 3,420 $505K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 1,083 shares; 2025Q1: 1,091 shares; 2025Q2: 1,021 shares; 2025Q3: 1,116 shares; 2025Q4: 1,275 shares; 2026Q1: 1,466 shares; 2026Q2: 1,763 shares 1,763 $486K 0.04% +297 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,013 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,492 shares; 2026Q2: 4,133 shares 4,133 $485K 0.04% +641 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,819 shares; 2024Q4: 8,819 shares; 2025Q1: 8,819 shares; 2025Q2: 8,819 shares; 2025Q3: 8,819 shares; 2025Q4: 8,819 shares; 2026Q1: 8,819 shares; 2026Q2: 8,819 shares 8,819 $485K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 328 shares; 2026Q1: 581 shares; 2026Q2: 704 shares 704 $484K 0.04% +123 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 11,583 shares; 2025Q1: 12,764 shares; 2025Q2: 13,001 shares; 2025Q3: 13,043 shares; 2025Q4: 13,043 shares; 2026Q1: 13,043 shares; 2026Q2: 13,043 shares 13,043 $481K 0.04% 0 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: 1,298 shares; 2024Q4: 3,629 shares; 2025Q1: 3,327 shares; 2025Q2: 3,112 shares; 2025Q3: 3,344 shares; 2025Q4: 3,219 shares; 2026Q1: 3,161 shares; 2026Q2: 3,281 shares 3,281 $481K 0.04% +120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,195 shares; 2024Q4: 7,140 shares; 2025Q1: 7,197 shares; 2025Q2: 2,312 shares; 2025Q3: 2,399 shares; 2025Q4: 2,122 shares; 2026Q1: 2,202 shares; 2026Q2: 2,514 shares 2,514 $477K 0.04% +312 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,524 shares; 2026Q1: 18,082 shares; 2026Q2: 27,484 shares 27,484 $475K 0.04% +9,402 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,948 shares; 2024Q4: 1,969 shares; 2025Q1: 1,816 shares; 2025Q2: 1,643 shares; 2025Q3: 1,384 shares; 2025Q4: 1,434 shares; 2026Q1: 1,573 shares; 2026Q2: 2,269 shares 2,269 $474K 0.04% +696 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 4,479 shares; 2025Q1: 4,783 shares; 2025Q2: 4,788 shares; 2025Q3: 3,275 shares; 2025Q4: 3,447 shares; 2026Q1: 3,832 shares; 2026Q2: 4,150 shares 4,150 $470K 0.04% +318 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 1,974 shares; 2025Q1: 1,793 shares; 2025Q2: 1,637 shares; 2025Q3: 1,632 shares; 2025Q4: 1,355 shares; 2026Q1: 1,596 shares; 2026Q2: 1,701 shares 1,701 $462K 0.04% +105 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,765 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,860 shares; 2026Q1: 2,534 shares; 2026Q2: 3,034 shares 3,034 $462K 0.04% +500 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,548 shares 8,548 $455K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 815 shares; 2025Q4: 817 shares; 2026Q1: 818 shares; 2026Q2: 1,212 shares 1,212 $453K 0.04% +394 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 379 shares; 2025Q1: 375 shares; 2025Q2: 320 shares; 2025Q3: 334 shares; 2025Q4: 436 shares; 2026Q1: 482 shares; 2026Q2: 588 shares 588 $444K 0.04% +106 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,716 shares; 2025Q2: 10,706 shares; 2025Q3: 11,526 shares; 2025Q4: 10,964 shares; 2026Q1: 12,230 shares; 2026Q2: 15,294 shares 15,294 $443K 0.04% +3,064 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 1,118 shares; 2026Q2: 2,042 shares 2,042 $442K 0.04% +924 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,347 shares; 2024Q4: 4,510 shares; 2025Q1: 3,671 shares; 2025Q2: 3,549 shares; 2025Q3: 3,070 shares; 2025Q4: 3,060 shares; 2026Q1: 3,051 shares; 2026Q2: 4,546 shares 4,546 $438K 0.04% +1,495 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: 1,516 shares; 2024Q4: 1,501 shares; 2025Q1: 1,538 shares; 2025Q2: 739 shares; 2025Q3: 727 shares; 2025Q4: 717 shares; 2026Q1: 762 shares; 2026Q2: 842 shares 842 $432K 0.04% +80 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 2,791 shares; 2025Q1: 2,627 shares; 2025Q2: 2,805 shares; 2025Q3: 2,587 shares; 2025Q4: 2,600 shares; 2026Q1: 2,936 shares; 2026Q2: 3,152 shares 3,152 $427K 0.04% +216 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,303 shares; 2024Q4: 6,188 shares; 2025Q1: 6,149 shares; 2025Q2: 3,284 shares; 2025Q3: 3,201 shares; 2025Q4: 2,622 shares; 2026Q1: 2,761 shares; 2026Q2: 2,357 shares 2,357 $416K 0.04% -404 Timeline DDTA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,080 shares 20,080 $410K 0.04% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,846 shares 7,846 $410K 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 424 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 3,383 shares 3,383 $404K 0.04% +2,960 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,477 shares; 2025Q1: 2,369 shares; 2025Q2: 850 shares; 2025Q3: 868 shares; 2025Q4: 893 shares; 2026Q1: 920 shares; 2026Q2: 1,179 shares 1,179 $402K 0.04% +259 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 896 shares; 2025Q1: 829 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 824 shares; 2026Q2: 557 shares 557 $401K 0.04% -267 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: 6,630 shares; 2024Q4: 7,515 shares; 2025Q1: 7,617 shares; 2025Q2: 6,155 shares; 2025Q3: 5,909 shares; 2025Q4: 5,888 shares; 2026Q1: 5,895 shares; 2026Q2: 7,012 shares 7,012 $400K 0.04% +1,117 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: 426 shares; 2024Q4: 511 shares; 2025Q1: 576 shares; 2025Q2: 510 shares; 2025Q3: 527 shares; 2025Q4: 4,636 shares; 2026Q1: 4,799 shares; 2026Q2: 5,540 shares 5,540 $396K 0.04% +741 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: 5,859 shares; 2024Q4: 5,636 shares; 2025Q1: 5,491 shares; 2025Q2: 5,174 shares; 2025Q3: 4,915 shares; 2025Q4: 4,878 shares; 2026Q1: 4,869 shares; 2026Q2: 4,869 shares 4,869 $395K 0.04% 0 Timeline PNOV 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: 7,300 shares; 2024Q4: 7,260 shares; 2025Q1: 6,983 shares; 2025Q2: 6,983 shares; 2025Q3: 6,967 shares; 2025Q4: 8,887 shares; 2026Q1: 8,887 shares; 2026Q2: 8,871 shares 8,871 $393K 0.04% -16 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,967 shares; 2024Q4: 5,078 shares; 2025Q1: 5,251 shares; 2025Q2: 4,596 shares; 2025Q3: 4,557 shares; 2025Q4: 4,534 shares; 2026Q1: 4,481 shares; 2026Q2: 4,481 shares 4,481 $393K 0.04% 0 Timeline DFIV 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: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares; 2026Q2: 7,116 shares 7,116 $384K 0.04% 0 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 reported; 2024Q4: 2,072 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,087 shares; 2025Q4: 2,310 shares; 2026Q1: 2,550 shares; 2026Q2: 3,361 shares 3,361 $384K 0.04% +811 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 1,122 shares; 2025Q1: 1,143 shares; 2025Q2: 1,171 shares; 2025Q3: 1,193 shares; 2025Q4: 1,205 shares; 2026Q1: 1,266 shares; 2026Q2: 1,703 shares 1,703 $375K 0.03% +437 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 reported; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,882 shares; 2025Q3: 2,305 shares; 2025Q4: 2,066 shares; 2026Q1: 2,736 shares; 2026Q2: 3,882 shares 3,882 $372K 0.03% +1,146 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,022 shares; 2025Q1: 3,055 shares; 2025Q2: 3,052 shares; 2025Q3: 2,982 shares; 2025Q4: 2,963 shares; 2026Q1: 2,871 shares; 2026Q2: 2,611 shares 2,611 $372K 0.03% -260 Timeline DFAT 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: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,310 shares; 2026Q2: 5,310 shares 5,310 $371K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,801 shares; 2025Q4: 3,041 shares; 2026Q1: 3,472 shares; 2026Q2: 4,471 shares 4,471 $369K 0.03% +999 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,664 shares; 2024Q4: 9,319 shares; 2025Q1: 9,553 shares; 2025Q2: 8,026 shares; 2025Q3: 7,942 shares; 2025Q4: 7,952 shares; 2026Q1: 7,910 shares; 2026Q2: 7,660 shares 7,660 $359K 0.03% -250 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,130 shares; 2025Q3: 1,225 shares; 2025Q4: 1,259 shares; 2026Q1: 1,599 shares; 2026Q2: 1,630 shares 1,630 $356K 0.03% +31 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,927 shares; 2025Q2: 1,944 shares; 2025Q3: 2,000 shares; 2025Q4: 2,062 shares; 2026Q1: 2,217 shares; 2026Q2: 2,801 shares 2,801 $355K 0.03% +584 Timeline ABND AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,313 shares; 2024Q4: 12,975 shares; 2025Q1: 12,895 shares; 2025Q2: 8,010 shares; 2025Q3: 8,025 shares; 2025Q4: 7,965 shares; 2026Q1: 8,053 shares; 2026Q2: 8,083 shares 8,083 $353K 0.03% +30 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,237 shares 2,237 $351K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 549 shares 549 $348K 0.03% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $343K 0.03% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,146 shares; 2025Q1: 2,015 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 1,922 shares; 2026Q1: 1,809 shares; 2026Q2: 1,809 shares 1,809 $340K 0.03% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,985 shares 2,985 $339K 0.03% new 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 reported; 2024Q4: 307 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 298 shares; 2025Q4: 287 shares; 2026Q1: 230 shares; 2026Q2: 168 shares 168 $334K 0.03% -62 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 2,389 shares; 2025Q2: 2,425 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,553 shares; 2026Q2: 2,555 shares 2,555 $323K 0.03% +2 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,038 shares; 2026Q2: 2,238 shares 2,238 $320K 0.03% +200 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,235 shares 1,235 $314K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,907 shares; 2025Q4: 1,911 shares; 2026Q1: 2,020 shares; 2026Q2: 2,308 shares 2,308 $313K 0.03% +288 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,711 shares; 2025Q1: 2,706 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $308K 0.03% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,681 shares; 2024Q4: 5,386 shares; 2025Q1: 5,308 shares; 2025Q2: 5,300 shares; 2025Q3: 5,198 shares; 2025Q4: 5,181 shares; 2026Q1: 5,118 shares; 2026Q2: 4,437 shares 4,437 $308K 0.03% -681 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,392 shares; 2025Q1: 1,944 shares; 2025Q2: 2,064 shares; 2025Q3: 1,998 shares; 2025Q4: 2,061 shares; 2026Q1: 2,477 shares; 2026Q2: 3,378 shares 3,378 $307K 0.03% +901 Timeline PWV 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: 4,432 shares; 2024Q4: 4,414 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,039 shares; 2026Q2: 4,039 shares 4,039 $306K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 828 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 768 shares 768 $305K 0.03% new Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,438 shares; 2024Q4: 12,378 shares; 2025Q1: 10,304 shares; 2025Q2: 9,648 shares; 2025Q3: 9,326 shares; 2025Q4: 9,250 shares; 2026Q1: 9,701 shares; 2026Q2: 9,775 shares 9,775 $305K 0.03% +74 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,430 shares; 2026Q1: 2,850 shares; 2026Q2: 2,207 shares 2,207 $305K 0.03% -643 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 1,910 shares; 2026Q1: 1,959 shares; 2026Q2: 1,955 shares 1,955 $302K 0.03% -4 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 2,332 shares; 2025Q1: 2,328 shares; 2025Q2: 2,324 shares; 2025Q3: 2,469 shares; 2025Q4: 2,372 shares; 2026Q1: 2,412 shares; 2026Q2: 2,386 shares 2,386 $297K 0.03% -26 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,261 shares; 2024Q4: 3,261 shares; 2025Q1: 3,261 shares; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 6,522 shares; 2026Q1: 6,522 shares; 2026Q2: 6,522 shares 6,522 $296K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares 979 $292K 0.03% new Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,566 shares 3,566 $291K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,421 shares; 2026Q2: 4,244 shares 4,244 $290K 0.03% +823 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 5,932 shares; 2025Q1: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,874 shares; 2026Q1: 2,827 shares; 2026Q2: 2,827 shares 2,827 $289K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $289K 0.03% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,362 shares; 2025Q2: 5,382 shares; 2025Q3: 5,375 shares; 2025Q4: 5,374 shares; 2026Q1: 5,351 shares; 2026Q2: 5,351 shares 5,351 $287K 0.03% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $285K 0.03% new 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: 632 shares; 2024Q4: 554 shares; 2025Q1: 556 shares; 2025Q2: 632 shares; 2025Q3: 465 shares; 2025Q4: 467 shares; 2026Q1: 535 shares; 2026Q2: 555 shares 555 $278K 0.03% +20 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: 108 shares; 2024Q4: 128 shares; 2025Q1: 184 shares; 2025Q2: 179 shares; 2025Q3: 151 shares; 2025Q4: 150 shares; 2026Q1: 183 shares; 2026Q2: 163 shares 163 $277K 0.03% -20 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: 4,568 shares; 2025Q1: 4,568 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,448 shares; 2026Q1: 4,473 shares; 2026Q2: 4,473 shares 4,473 $272K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,228 shares; 2025Q1: 1,205 shares; 2025Q2: 1,203 shares; 2025Q3: 1,201 shares; 2025Q4: 1,204 shares; 2026Q1: 1,200 shares; 2026Q2: 1,212 shares 1,212 $271K 0.02% +12 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 965 shares 965 $271K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,207 shares; 2026Q2: 2,459 shares 2,459 $270K 0.02% +252 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,300 shares; 2024Q4: 16,300 shares; 2025Q1: 16,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares; 2026Q1: 19,300 shares; 2026Q2: 19,300 shares 19,300 $268K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,514 shares; 2026Q1: 3,527 shares; 2026Q2: 3,527 shares 3,527 $267K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,136 shares 2,136 $266K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $262K 0.02% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,357 shares; 2026Q1: 5,357 shares; 2026Q2: 5,357 shares 5,357 $261K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329 shares; 2026Q2: 2,725 shares 2,725 $261K 0.02% +396 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,364 shares; 2026Q1: 5,251 shares; 2026Q2: 5,251 shares 5,251 $260K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $259K 0.02% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,401 shares; 2025Q4: 9,534 shares; 2026Q1: 9,588 shares; 2026Q2: 9,732 shares 9,732 $258K 0.02% +144 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $258K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,272 shares; 2026Q2: 2,464 shares 2,464 $256K 0.02% +192 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,821 shares; 2025Q3: 1,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,522 shares 2,522 $253K 0.02% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,556 shares; 2025Q1: 3,567 shares; 2025Q2: 3,572 shares; 2025Q3: 3,487 shares; 2025Q4: 3,478 shares; 2026Q1: 3,412 shares; 2026Q2: 3,118 shares 3,118 $250K 0.02% -294 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares; 2026Q2: 4,735 shares 4,735 $249K 0.02% +714 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: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,193 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 994 shares; 2026Q2: 846 shares 846 $246K 0.02% -148 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,264 shares; 2025Q1: 3,264 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,264 shares; 2026Q2: 3,264 shares 3,264 $244K 0.02% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,005 shares 2,005 $242K 0.02% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,253 shares; 2025Q1: 4,170 shares; 2025Q2: 5,213 shares; 2025Q3: 5,477 shares; 2025Q4: 6,840 shares; 2026Q1: 6,087 shares; 2026Q2: 2,253 shares 2,253 $240K 0.02% -3,834 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,348 shares 1,348 $238K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,209 shares 4,209 $237K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,344 shares; 2025Q1: 2,385 shares; 2025Q2: 2,369 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,291 shares; 2026Q2: 2,310 shares 2,310 $236K 0.02% +19 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 918 shares 918 $234K 0.02% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,162 shares 3,162 $232K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 585 shares; 2025Q1: 559 shares; 2025Q2: 554 shares; 2025Q3: 553 shares; 2025Q4: 552 shares; 2026Q1: 553 shares; 2026Q2: 552 shares 552 $229K 0.02% -1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,711 shares; 2026Q2: 2,861 shares 2,861 $223K 0.02% +150 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,594 shares 9,594 $222K 0.02% new Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $220K 0.02% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,720 shares 5,720 $219K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,550 shares 4,550 $218K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301 $218K 0.02% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,679 shares; 2026Q1: not reported; 2026Q2: 4,679 shares 4,679 $215K 0.02% new Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $213K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 39 shares; 2025Q3: 38 shares; 2025Q4: 41 shares; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $213K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448 $212K 0.02% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 699 shares 699 $210K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,710 shares; 2025Q1: 961 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 448 shares; 2026Q2: 412 shares 412 $210K 0.02% -36 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,308 shares 1,308 $209K 0.02% new 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: 2,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,562 shares 2,562 $208K 0.02% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: not reported; 2025Q1: 1,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares; 2026Q2: 1,256 shares 1,256 $208K 0.02% +243 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,265 shares 6,265 $206K 0.02% new Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,527 shares 4,527 $206K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 949 shares 949 $201K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $200K 0.02% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,843 shares 4,843 $200K 0.02% new Timeline