BIL 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: 639,683 shares; 2024Q4: 340,621 shares; 2025Q1: 308,738 shares; 2025Q2: 550,209 shares; 2025Q3: 267,627 shares; 2025Q4: 518,073 shares; 2026Q1: 529,954 shares; 2026Q2: 255,781 shares 255,781 $23.4M 12.69% -274,173 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,574 shares; 2025Q2: not reported; 2025Q3: 29,215 shares; 2025Q4: 56,352 shares; 2026Q1: 55,865 shares; 2026Q2: 29,722 shares 29,722 $22.2M 12.02% -26,143 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724,871 shares; 2024Q4: 391,923 shares; 2025Q1: 407,798 shares; 2025Q2: 830,912 shares; 2025Q3: 410,234 shares; 2025Q4: 840,268 shares; 2026Q1: 870,390 shares; 2026Q2: 441,039 shares 441,039 $20.2M 10.92% -429,351 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876,250 shares; 2024Q4: 464,800 shares; 2025Q1: 504,537 shares; 2025Q2: 1,003,204 shares; 2025Q3: 519,808 shares; 2025Q4: 1,017,400 shares; 2026Q1: 989,332 shares; 2026Q2: 491,874 shares 491,874 $18M 9.73% -497,458 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,909 shares; 2024Q4: 218,473 shares; 2025Q1: 211,492 shares; 2025Q2: 420,646 shares; 2025Q3: 219,325 shares; 2025Q4: 420,972 shares; 2026Q1: 414,574 shares; 2026Q2: 220,453 shares 220,453 $14.3M 7.74% -194,121 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727,539 shares; 2024Q4: 361,760 shares; 2025Q1: 356,259 shares; 2025Q2: 692,390 shares; 2025Q3: 351,293 shares; 2025Q4: 725,588 shares; 2026Q1: 759,071 shares; 2026Q2: 409,212 shares 409,212 $10.5M 5.68% -349,859 Timeline JNK 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: 54,610 shares; 2024Q4: 28,695 shares; 2025Q1: 60,183 shares; 2025Q2: 120,061 shares; 2025Q3: 63,267 shares; 2025Q4: 128,660 shares; 2026Q1: 132,824 shares; 2026Q2: 72,824 shares 72,824 $7.02M 3.8% -60,000 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,318 shares; 2024Q4: 115,592 shares; 2025Q1: 86,258 shares; 2025Q2: 172,419 shares; 2025Q3: 91,029 shares; 2025Q4: 181,470 shares; 2026Q1: 183,755 shares; 2026Q2: 95,843 shares 95,843 $5.53M 2.99% -87,912 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,584 shares; 2024Q4: 12,506 shares; 2025Q1: 16,165 shares; 2025Q2: 31,631 shares; 2025Q3: 16,119 shares; 2025Q4: 30,487 shares; 2026Q1: 23,282 shares; 2026Q2: 12,438 shares 12,438 $4.58M 2.48% -10,844 Timeline BILS 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: 30,582 shares; 2024Q4: 19,513 shares; 2025Q1: 38,169 shares; 2025Q2: 75,902 shares; 2025Q3: 39,910 shares; 2025Q4: 81,436 shares; 2026Q1: 84,492 shares; 2026Q2: 42,906 shares 42,906 $4.26M 2.31% -41,586 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: 102,373 shares; 2024Q4: 44,374 shares; 2025Q1: 43,085 shares; 2025Q2: 86,151 shares; 2025Q3: 45,203 shares; 2025Q4: 88,406 shares; 2026Q1: 86,425 shares; 2026Q2: 45,633 shares 45,633 $3.08M 1.67% -40,792 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,138 shares; 2024Q4: 18,519 shares; 2025Q1: 16,364 shares; 2025Q2: 58,253 shares; 2025Q3: 41,020 shares; 2025Q4: 84,005 shares; 2026Q1: 91,310 shares; 2026Q2: 48,176 shares 48,176 $2.96M 1.6% -43,134 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: 5,507 shares; 2024Q4: 2,819 shares; 2025Q1: 2,973 shares; 2025Q2: 6,403 shares; 2025Q3: 3,567 shares; 2025Q4: 7,014 shares; 2026Q1: 7,469 shares; 2026Q2: 3,886 shares 3,886 $2.86M 1.55% -3,583 Timeline SPIB 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: 66,151 shares; 2025Q2: 132,542 shares; 2025Q3: 69,209 shares; 2025Q4: 141,774 shares; 2026Q1: 151,783 shares; 2026Q2: 77,707 shares 77,707 $2.6M 1.41% -74,076 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: 74,543 shares; 2024Q4: 37,405 shares; 2025Q1: 37,454 shares; 2025Q2: 76,157 shares; 2025Q3: 38,162 shares; 2025Q4: 63,378 shares; 2026Q1: 53,106 shares; 2026Q2: 26,758 shares 26,758 $2.58M 1.4% -26,348 Timeline EBND 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: 217,987 shares; 2024Q4: 109,695 shares; 2025Q1: 106,641 shares; 2025Q2: 209,403 shares; 2025Q3: 106,817 shares; 2025Q4: 208,680 shares; 2026Q1: 197,199 shares; 2026Q2: 105,435 shares 105,435 $2.21M 1.19% -91,764 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: 2,583 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,565 shares; 2025Q3: 5,988 shares; 2025Q4: 3,764 shares; 2026Q1: 4,180 shares; 2026Q2: 14,983 shares 14,983 $2.05M 1.11% +10,803 Timeline TIPX 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: 219,099 shares; 2024Q4: 104,573 shares; 2025Q1: 90,452 shares; 2025Q2: 175,092 shares; 2025Q3: 86,426 shares; 2025Q4: 177,310 shares; 2026Q1: 182,867 shares; 2026Q2: 100,721 shares 100,721 $1.91M 1.03% -82,146 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: 195,013 shares; 2024Q4: 66,266 shares; 2025Q1: 16,268 shares; 2025Q2: 33,078 shares; 2025Q3: 18,809 shares; 2025Q4: 36,713 shares; 2026Q1: 52,219 shares; 2026Q2: 36,901 shares 36,901 $1.86M 1.01% -15,318 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,907 shares; 2024Q4: 35,521 shares; 2025Q1: 34,385 shares; 2025Q2: 68,346 shares; 2025Q3: 36,082 shares; 2025Q4: 74,528 shares; 2026Q1: 77,788 shares; 2026Q2: 43,629 shares 43,629 $1.76M 0.95% -34,159 Timeline EMHC 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: 81,440 shares; 2024Q4: 45,061 shares; 2025Q1: 53,451 shares; 2025Q2: 106,150 shares; 2025Q3: 56,041 shares; 2025Q4: 112,554 shares; 2026Q1: 118,020 shares; 2026Q2: 66,761 shares 66,761 $1.7M 0.92% -51,259 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,370 shares; 2024Q4: 3,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,515 shares; 2026Q1: 13,970 shares; 2026Q2: 14,824 shares 14,824 $1.47M 0.79% +854 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: 12,605 shares; 2024Q4: 2,151 shares; 2025Q1: 1,869 shares; 2025Q2: 6,817 shares; 2025Q3: 2,385 shares; 2025Q4: 6,564 shares; 2026Q1: 7,206 shares; 2026Q2: 3,960 shares 3,960 $1.15M 0.62% -3,246 Timeline IFRA 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: 11,859 shares; 2026Q1: 30,438 shares; 2026Q2: 16,713 shares 16,713 $1.05M 0.57% -13,725 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,001 shares; 2024Q4: 8,895 shares; 2025Q1: 8,878 shares; 2025Q2: 17,773 shares; 2025Q3: 9,046 shares; 2025Q4: 23,003 shares; 2026Q1: 23,027 shares; 2026Q2: 11,794 shares 11,794 $1.05M 0.57% -11,233 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: 12,801 shares; 2024Q4: 7,026 shares; 2025Q1: not reported; 2025Q2: 4,512 shares; 2025Q3: 3,309 shares; 2025Q4: 4,701 shares; 2026Q1: 5,574 shares; 2026Q2: 5,159 shares 5,159 $1.03M 0.56% -415 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: 3,556 shares; 2024Q4: 607 shares; 2025Q1: 1,243 shares; 2025Q2: 4,614 shares; 2025Q3: 1,531 shares; 2025Q4: 4,190 shares; 2026Q1: 4,947 shares; 2026Q2: 2,765 shares 2,765 $1.03M 0.56% -2,182 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,245 shares; 2026Q2: 19,172 shares 19,172 $993K 0.54% +5,927 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: not reported; 2025Q3: not reported; 2025Q4: 14,381 shares; 2026Q1: 24,649 shares; 2026Q2: 13,262 shares 13,262 $972K 0.53% -11,387 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: 2,595 shares; 2024Q4: 1,019 shares; 2025Q1: 1,014 shares; 2025Q2: 2,120 shares; 2025Q3: 1,021 shares; 2025Q4: 2,152 shares; 2026Q1: 2,255 shares; 2026Q2: 1,179 shares 1,179 $883K 0.48% -1,076 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: 2,215 shares; 2024Q4: 1,058 shares; 2025Q1: 1,523 shares; 2025Q2: 3,821 shares; 2025Q3: 2,167 shares; 2025Q4: 3,341 shares; 2026Q1: 4,415 shares; 2026Q2: 3,663 shares 3,663 $873K 0.47% -752 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,772 shares; 2024Q4: 1,798 shares; 2025Q1: 1,952 shares; 2025Q2: 4,015 shares; 2025Q3: 2,048 shares; 2025Q4: 4,166 shares; 2026Q1: 4,595 shares; 2026Q2: 2,442 shares 2,442 $740K 0.4% -2,153 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,774 shares; 2024Q4: 12,997 shares; 2025Q1: 12,997 shares; 2025Q2: 25,994 shares; 2025Q3: 12,997 shares; 2025Q4: 25,994 shares; 2026Q1: 26,542 shares; 2026Q2: 13,423 shares 13,423 $718K 0.39% -13,119 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,264 shares; 2024Q4: 10,819 shares; 2025Q1: 11,686 shares; 2025Q2: 23,396 shares; 2025Q3: 11,787 shares; 2025Q4: 23,438 shares; 2026Q1: 23,897 shares; 2026Q2: 11,870 shares 11,870 $711K 0.39% -12,027 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: 5,648 shares; 2024Q4: 3,573 shares; 2025Q1: 1,055 shares; 2025Q2: 3,697 shares; 2025Q3: 1,668 shares; 2025Q4: 3,775 shares; 2026Q1: 4,104 shares; 2026Q2: 2,116 shares 2,116 $693K 0.38% -1,988 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: 2,763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,805 shares; 2025Q3: 1,026 shares; 2025Q4: 3,235 shares; 2026Q1: 3,406 shares; 2026Q2: 1,689 shares 1,689 $638K 0.35% -1,717 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 21,284 shares; 2025Q4: 42,568 shares; 2026Q1: 42,568 shares; 2026Q2: 21,284 shares 21,284 $633K 0.34% -21,284 Timeline IEV 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: 15,944 shares; 2026Q2: 8,607 shares 8,607 $627K 0.34% -7,337 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: 4,587 shares; 2024Q4: 1,726 shares; 2025Q1: 2,225 shares; 2025Q2: 7,864 shares; 2025Q3: 3,014 shares; 2025Q4: 6,573 shares; 2026Q1: 7,060 shares; 2026Q2: 3,565 shares 3,565 $591K 0.32% -3,495 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: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,830 shares; 2025Q3: not reported; 2025Q4: 2,358 shares; 2026Q1: 2,428 shares; 2026Q2: 1,112 shares 1,112 $531K 0.29% -1,316 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: 1,643 shares; 2024Q4: 1,102 shares; 2025Q1: not reported; 2025Q2: 1,794 shares; 2025Q3: not reported; 2025Q4: 1,029 shares; 2026Q1: 1,621 shares; 2026Q2: 1,379 shares 1,379 $493K 0.27% -242 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: 843 shares 843 $490K 0.27% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: not reported; 2025Q4: 610 shares; 2026Q1: 675 shares; 2026Q2: 432 shares 432 $460K 0.25% -243 Timeline GWX 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: 51,095 shares; 2024Q4: 19,921 shares; 2025Q1: not reported; 2025Q2: 9,978 shares; 2025Q3: 5,534 shares; 2025Q4: 10,885 shares; 2026Q1: 13,891 shares; 2026Q2: 10,362 shares 10,362 $453K 0.25% -3,529 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,334 shares; 2024Q4: 63,269 shares; 2025Q1: 45,106 shares; 2025Q2: 86,164 shares; 2025Q3: 38,862 shares; 2025Q4: 60,264 shares; 2026Q1: 32,953 shares; 2026Q2: 17,500 shares 17,500 $447K 0.24% -15,453 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,561 shares 9,561 $436K 0.24% new Timeline CERY 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: 8,899 shares; 2026Q2: 13,005 shares 13,005 $435K 0.24% +4,106 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: 59,811 shares; 2024Q4: 24,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,135 shares; 2026Q1: 6,267 shares; 2026Q2: 4,253 shares 4,253 $426K 0.23% -2,014 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: 4,697 shares; 2024Q4: 1,275 shares; 2025Q1: 1,295 shares; 2025Q2: 2,639 shares; 2025Q3: 1,295 shares; 2025Q4: 2,603 shares; 2026Q1: 2,551 shares; 2026Q2: 5,102 shares 5,102 $411K 0.22% +2,551 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 818 shares; 2026Q2: 707 shares 707 $398K 0.22% -111 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: 8,112 shares; 2024Q4: 4,072 shares; 2025Q1: 4,002 shares; 2025Q2: 8,053 shares; 2025Q3: 4,027 shares; 2025Q4: 8,438 shares; 2026Q1: 8,784 shares; 2026Q2: 4,418 shares 4,418 $387K 0.21% -4,366 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,210 shares; 2026Q1: 3,033 shares; 2026Q2: 3,691 shares 3,691 $383K 0.21% +658 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $352K 0.19% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 2,245 shares; 2025Q1: 2,215 shares; 2025Q2: 4,069 shares; 2025Q3: 2,142 shares; 2025Q4: 4,088 shares; 2026Q1: 3,976 shares; 2026Q2: 2,095 shares 2,095 $344K 0.19% -1,881 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,414 shares; 2026Q2: 2,824 shares 2,824 $336K 0.18% -3,590 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: 42,317 shares; 2024Q4: 20,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,449 shares; 2026Q2: 12,359 shares 12,359 $324K 0.18% -90 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: 4,439 shares; 2024Q4: 850 shares; 2025Q1: 814 shares; 2025Q2: 1,660 shares; 2025Q3: 814 shares; 2025Q4: 1,663 shares; 2026Q1: 1,652 shares; 2026Q2: 821 shares 821 $303K 0.16% -831 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: 880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: not reported; 2025Q4: 1,117 shares; 2026Q1: 1,132 shares; 2026Q2: 584 shares 584 $300K 0.16% -548 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,278 shares; 2024Q4: 9,640 shares; 2025Q1: 5,708 shares; 2025Q2: 9,032 shares; 2025Q3: 4,516 shares; 2025Q4: 7,038 shares; 2026Q1: 6,474 shares; 2026Q2: 3,237 shares 3,237 $292K 0.16% -3,237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: not reported; 2025Q4: 1,342 shares; 2026Q1: 1,683 shares; 2026Q2: 1,126 shares 1,126 $286K 0.15% -557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: not reported; 2025Q4: 5,650 shares; 2026Q1: 5,602 shares; 2026Q2: 1,604 shares 1,604 $283K 0.15% -3,998 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,799 shares; 2025Q4: 11,599 shares; 2026Q1: 9,664 shares; 2026Q2: 4,832 shares 4,832 $274K 0.15% -4,832 Timeline SPTI 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: 38,851 shares; 2024Q4: 21,305 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,335 shares; 2026Q2: 8,706 shares 8,706 $247K 0.13% -2,629 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 2,078 shares; 2025Q3: 1,043 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 1,044 shares 1,044 $247K 0.13% -1,042 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,044 shares; 2026Q1: 2,637 shares; 2026Q2: 1,733 shares 1,733 $242K 0.13% -904 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 3,557 shares; 2025Q4: 6,682 shares; 2026Q1: 6,682 shares; 2026Q2: 3,342 shares 3,342 $238K 0.13% -3,340 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: 3,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,011 shares; 2025Q3: not reported; 2025Q4: 5,772 shares; 2026Q1: 6,179 shares; 2026Q2: 2,102 shares 2,102 $238K 0.13% -4,077 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $234K 0.13% new Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,299 shares 10,299 $231K 0.12% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: not reported; 2026Q2: 5,203 shares 5,203 $229K 0.12% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 542 shares 542 $225K 0.12% new 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: 1,253 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares; 2026Q2: 553 shares 553 $220K 0.12% -223 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: 190 shares 190 $219K 0.12% 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: 1,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 1,637 shares; 2026Q2: 636 shares 636 $215K 0.12% -1,001 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: 1,284 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: not reported; 2025Q4: 610 shares; 2026Q1: 626 shares; 2026Q2: 314 shares 314 $215K 0.12% -312 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: 1,598 shares; 2024Q4: not reported; 2025Q1: 766 shares; 2025Q2: 2,194 shares; 2025Q3: 808 shares; 2025Q4: 2,171 shares; 2026Q1: 2,175 shares; 2026Q2: 794 shares 794 $215K 0.12% -1,381 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,413 shares; 2025Q1: 11,052 shares; 2025Q2: 16,449 shares; 2025Q3: 5,493 shares; 2025Q4: 11,688 shares; 2026Q1: 12,714 shares; 2026Q2: 6,357 shares 6,357 $212K 0.11% -6,357 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,043 shares; 2026Q2: 3,463 shares 3,463 $211K 0.11% -580 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: 3,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: not reported; 2025Q4: 2,608 shares; 2026Q1: 3,691 shares; 2026Q2: 2,056 shares 2,056 $210K 0.11% -1,635 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: 5,890 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,101 shares; 2025Q3: not reported; 2025Q4: 5,234 shares; 2026Q1: 5,573 shares; 2026Q2: 2,624 shares 2,624 $202K 0.11% -2,949 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 6,136 shares 6,136 $201K 0.11% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 13,468 shares; 2026Q1: 18,249 shares; 2026Q2: 14,520 shares 14,520 $192K 0.1% -3,729 Timeline