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: 87,747 shares; 2024Q4: 85,683 shares; 2025Q1: 65,354 shares; 2025Q2: 49,418 shares; 2025Q3: 47,631 shares; 2025Q4: 45,441 shares; 2026Q1: 50,375 shares; 2026Q2: 74,119 shares 74,119 $55.3M 9.5% +23,744 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: 434,230 shares; 2024Q4: 439,584 shares; 2025Q1: 464,097 shares; 2025Q2: 452,699 shares; 2025Q3: 489,613 shares; 2025Q4: 504,239 shares; 2026Q1: 516,607 shares; 2026Q2: 428,601 shares 428,601 $34.7M 5.96% -88,006 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,856 shares; 2024Q4: 399,984 shares; 2025Q1: 382,186 shares; 2025Q2: 341,537 shares; 2025Q3: 289,769 shares; 2025Q4: 288,050 shares; 2026Q1: 283,189 shares; 2026Q2: 350,744 shares 350,744 $25.7M 4.42% +67,555 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: 207,350 shares; 2024Q4: 203,288 shares; 2025Q1: 196,195 shares; 2025Q2: 165,223 shares; 2025Q3: 154,201 shares; 2025Q4: 150,637 shares; 2026Q1: 151,030 shares; 2026Q2: 154,249 shares 154,249 $18.4M 3.15% +3,219 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,240 shares; 2025Q2: 307,223 shares; 2025Q3: 304,259 shares; 2025Q4: 307,110 shares; 2026Q1: 203,832 shares; 2026Q2: 217,929 shares 217,929 $16.1M 2.76% +14,097 Timeline FTGS 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: 192,116 shares; 2024Q4: 200,125 shares; 2025Q1: 423,574 shares; 2025Q2: 397,189 shares; 2025Q3: 426,457 shares; 2025Q4: 465,061 shares; 2026Q1: 403,589 shares; 2026Q2: 425,915 shares 425,915 $15.8M 2.7% +22,326 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: 1,161,191 shares; 2024Q4: 1,172,848 shares; 2025Q1: 531,934 shares; 2025Q2: 465,724 shares; 2025Q3: 439,202 shares; 2025Q4: 432,814 shares; 2026Q1: 425,894 shares; 2026Q2: 426,520 shares 426,520 $15.6M 2.67% +626 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: 20,165 shares; 2024Q4: 19,913 shares; 2025Q1: 19,965 shares; 2025Q2: 18,748 shares; 2025Q3: 18,275 shares; 2025Q4: 17,786 shares; 2026Q1: 17,403 shares; 2026Q2: 129,044 shares 129,044 $15.4M 2.65% +111,641 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: 161,927 shares; 2024Q4: 163,808 shares; 2025Q1: 218,124 shares; 2025Q2: 235,619 shares; 2025Q3: 235,375 shares; 2025Q4: 334,757 shares; 2026Q1: 309,686 shares; 2026Q2: 247,956 shares 247,956 $15.1M 2.59% -61,730 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,775 shares; 2024Q4: 68,653 shares; 2025Q1: 54,731 shares; 2025Q2: 63,550 shares; 2025Q3: 72,951 shares; 2025Q4: 80,885 shares; 2026Q1: 175,282 shares; 2026Q2: 180,949 shares 180,949 $14.3M 2.45% +5,667 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: 241,398 shares; 2024Q4: 293,236 shares; 2025Q1: 296,484 shares; 2025Q2: 335,558 shares; 2025Q3: 315,258 shares; 2025Q4: 337,722 shares; 2026Q1: 356,142 shares; 2026Q2: 278,240 shares 278,240 $13.4M 2.3% -77,902 Timeline FDL 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: 163,085 shares; 2024Q4: 189,904 shares; 2025Q1: 202,228 shares; 2025Q2: 247,126 shares; 2025Q3: 277,786 shares; 2025Q4: 306,699 shares; 2026Q1: 253,181 shares; 2026Q2: 261,661 shares 261,661 $12.7M 2.18% +8,480 Timeline XSD 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: 44,657 shares; 2024Q4: 45,111 shares; 2025Q1: 44,981 shares; 2025Q2: 38,616 shares; 2025Q3: 35,093 shares; 2025Q4: 34,303 shares; 2026Q1: 33,438 shares; 2026Q2: 20,157 shares 20,157 $12.6M 2.16% -13,281 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,232 shares 65,232 $12.5M 2.15% new 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: 32,651 shares; 2024Q4: 33,034 shares; 2025Q1: 71,583 shares; 2025Q2: 171,561 shares; 2025Q3: 186,353 shares; 2025Q4: 200,892 shares; 2026Q1: 418,366 shares; 2026Q2: 424,172 shares 424,172 $12M 2.07% +5,806 Timeline VCR 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: 32,898 shares; 2024Q4: 31,972 shares; 2025Q1: 31,833 shares; 2025Q2: 29,655 shares; 2025Q3: 29,212 shares; 2025Q4: 29,211 shares; 2026Q1: 28,924 shares; 2026Q2: 30,183 shares 30,183 $12M 2.05% +1,259 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,251 shares; 2024Q4: 71,555 shares; 2025Q1: 71,502 shares; 2025Q2: 64,516 shares; 2025Q3: 67,067 shares; 2025Q4: 66,220 shares; 2026Q1: 66,868 shares; 2026Q2: 74,022 shares 74,022 $11.7M 2.01% +7,154 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,458 shares; 2024Q4: 189,279 shares; 2025Q1: 188,379 shares; 2025Q2: 172,601 shares; 2025Q3: 170,567 shares; 2025Q4: 171,922 shares; 2026Q1: 244,264 shares; 2026Q2: 252,038 shares 252,038 $10.9M 1.87% +7,774 Timeline AIRR 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: 46,936 shares; 2024Q4: 46,379 shares; 2025Q1: 46,092 shares; 2025Q2: 41,051 shares; 2025Q3: 39,739 shares; 2025Q4: 39,924 shares; 2026Q1: 77,901 shares; 2026Q2: 79,942 shares 79,942 $10.7M 1.83% +2,041 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: 68,673 shares; 2024Q4: 64,813 shares; 2025Q1: 74,527 shares; 2025Q2: 223,600 shares; 2025Q3: 225,707 shares; 2025Q4: 290,928 shares; 2026Q1: 286,067 shares; 2026Q2: 197,303 shares 197,303 $10.2M 1.75% -88,764 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,867 shares; 2024Q4: 116,137 shares; 2025Q1: 115,224 shares; 2025Q2: 105,094 shares; 2025Q3: 103,337 shares; 2025Q4: 102,526 shares; 2026Q1: 104,671 shares; 2026Q2: 106,622 shares 106,622 $9.58M 1.64% +1,951 Timeline AIQ 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: 135,816 shares; 2025Q4: 135,620 shares; 2026Q1: 137,220 shares; 2026Q2: 138,982 shares 138,982 $9.12M 1.56% +1,762 Timeline SPBO 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: 7,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307,667 shares 307,667 $8.93M 1.53% new 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: 224,252 shares; 2024Q4: 234,067 shares; 2025Q1: 129,988 shares; 2025Q2: 119,693 shares; 2025Q3: 29,102 shares; 2025Q4: 12,253 shares; 2026Q1: 120,254 shares; 2026Q2: 123,023 shares 123,023 $8.77M 1.5% +2,769 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,761 shares; 2025Q1: 22,162 shares; 2025Q2: 21,333 shares; 2025Q3: 21,083 shares; 2025Q4: 31,458 shares; 2026Q1: 32,046 shares; 2026Q2: 32,338 shares 32,338 $8.07M 1.38% +292 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: 8,648 shares; 2024Q4: 11,511 shares; 2025Q1: 18,431 shares; 2025Q2: 27,105 shares; 2025Q3: 32,304 shares; 2025Q4: 37,539 shares; 2026Q1: 41,033 shares; 2026Q2: 38,304 shares 38,304 $7.66M 1.31% -2,729 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: 125,935 shares; 2024Q4: 142,143 shares; 2025Q1: 173,276 shares; 2025Q2: 254,682 shares; 2025Q3: 312,463 shares; 2025Q4: 305,798 shares; 2026Q1: 300,463 shares; 2026Q2: 275,378 shares 275,378 $7.22M 1.24% -25,085 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,830 shares; 2025Q1: 10,711 shares; 2025Q2: 17,788 shares; 2025Q3: 21,892 shares; 2025Q4: 45,671 shares; 2026Q1: 52,349 shares; 2026Q2: 64,424 shares 64,424 $6.93M 1.19% +12,075 Timeline VMBS 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: 209,911 shares; 2024Q4: 223,217 shares; 2025Q1: 157,447 shares; 2025Q2: 151,598 shares; 2025Q3: 149,352 shares; 2025Q4: 147,079 shares; 2026Q1: 145,375 shares; 2026Q2: 145,496 shares 145,496 $6.81M 1.17% +121 Timeline TDIV 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: 36,254 shares; 2024Q4: 40,533 shares; 2025Q1: 43,729 shares; 2025Q2: 52,637 shares; 2025Q3: 51,944 shares; 2025Q4: 56,709 shares; 2026Q1: 61,714 shares; 2026Q2: 59,030 shares 59,030 $6.78M 1.16% -2,684 Timeline EMLP 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: 42,980 shares; 2024Q4: 46,492 shares; 2025Q1: 237,683 shares; 2025Q2: 236,274 shares; 2025Q3: 181,015 shares; 2025Q4: 173,203 shares; 2026Q1: 150,930 shares; 2026Q2: 153,868 shares 153,868 $6.69M 1.15% +2,938 Timeline FID 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: 157,757 shares; 2024Q4: 184,764 shares; 2025Q1: 204,624 shares; 2025Q2: 237,560 shares; 2025Q3: 259,694 shares; 2025Q4: 278,845 shares; 2026Q1: 294,378 shares; 2026Q2: 302,122 shares 302,122 $6.48M 1.11% +7,744 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294,004 shares 294,004 $5.75M 0.99% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,596 shares; 2024Q4: 75,405 shares; 2025Q1: 76,470 shares; 2025Q2: 86,587 shares; 2025Q3: 94,471 shares; 2025Q4: 104,562 shares; 2026Q1: 110,183 shares; 2026Q2: 113,483 shares 113,483 $5.71M 0.98% +3,300 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: 4,681 shares; 2024Q4: 5,826 shares; 2025Q1: 7,956 shares; 2025Q2: 7,883 shares; 2025Q3: 9,984 shares; 2025Q4: 15,855 shares; 2026Q1: 17,734 shares; 2026Q2: 18,937 shares 18,937 $5.48M 0.94% +1,203 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,794 shares; 2024Q4: 154,776 shares; 2025Q1: 124,978 shares; 2025Q2: 179,361 shares; 2025Q3: 151,278 shares; 2025Q4: 133,003 shares; 2026Q1: 128,356 shares; 2026Q2: 52,770 shares 52,770 $5.07M 0.87% -75,586 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,768 shares; 2025Q4: 12,850 shares; 2026Q1: 14,361 shares; 2026Q2: 17,531 shares 17,531 $4.98M 0.85% +3,170 Timeline PAAA 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: 23,833 shares; 2025Q4: 26,617 shares; 2026Q1: 90,119 shares; 2026Q2: 92,966 shares 92,966 $4.77M 0.82% +2,847 Timeline LALT 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: 186,939 shares 186,939 $4.49M 0.77% new Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 304,616 shares; 2025Q4: 312,109 shares; 2026Q1: 381,127 shares; 2026Q2: 240,211 shares 240,211 $4.36M 0.75% -140,916 Timeline SPHY 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: 32,109 shares; 2025Q1: 162,547 shares; 2025Q2: 178,074 shares; 2025Q3: 193,949 shares; 2025Q4: 209,477 shares; 2026Q1: 186,425 shares; 2026Q2: 185,103 shares 185,103 $4.34M 0.74% -1,322 Timeline SPTS 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: 125,975 shares; 2024Q4: 155,956 shares; 2025Q1: 87,733 shares; 2025Q2: 101,810 shares; 2025Q3: 113,961 shares; 2025Q4: 127,055 shares; 2026Q1: 133,082 shares; 2026Q2: 138,224 shares 138,224 $4.01M 0.69% +5,142 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,586 shares 80,586 $3.9M 0.67% new 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: 2,438 shares; 2024Q4: 3,048 shares; 2025Q1: 4,570 shares; 2025Q2: 10,590 shares; 2025Q3: 12,724 shares; 2025Q4: 17,358 shares; 2026Q1: 17,985 shares; 2026Q2: 16,283 shares 16,283 $3.88M 0.67% -1,702 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: 1,185 shares; 2024Q4: 2,192 shares; 2025Q1: 3,533 shares; 2025Q2: 8,456 shares; 2025Q3: 9,648 shares; 2025Q4: 13,640 shares; 2026Q1: 10,815 shares; 2026Q2: 10,015 shares 10,015 $3.74M 0.64% -800 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,294 shares; 2025Q2: 3,118 shares; 2025Q3: 3,505 shares; 2025Q4: 8,884 shares; 2026Q1: 9,276 shares; 2026Q2: 9,362 shares 9,362 $3.35M 0.57% +86 Timeline FDD 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: 107,252 shares; 2024Q4: 127,893 shares; 2025Q1: 138,527 shares; 2025Q2: 154,669 shares; 2025Q3: 168,048 shares; 2025Q4: 177,055 shares; 2026Q1: 177,046 shares; 2026Q2: 178,103 shares 178,103 $3.3M 0.57% +1,057 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: 840 shares; 2024Q4: 1,260 shares; 2025Q1: 1,737 shares; 2025Q2: 2,180 shares; 2025Q3: 2,753 shares; 2025Q4: 2,600 shares; 2026Q1: 2,608 shares; 2026Q2: 2,719 shares 2,719 $3.26M 0.56% +111 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,480 shares; 2026Q2: 96,227 shares 96,227 $3.08M 0.53% +5,747 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: 3,748 shares; 2026Q1: 4,064 shares; 2026Q2: 4,825 shares 4,825 $2.8M 0.48% +761 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: 3,164 shares; 2025Q3: 4,827 shares; 2025Q4: 7,534 shares; 2026Q1: 9,527 shares; 2026Q2: 10,803 shares 10,803 $2.75M 0.47% +1,276 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,033 shares; 2026Q2: 92,311 shares 92,311 $2.32M 0.4% +79,278 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,288 shares; 2025Q2: 2,959 shares; 2025Q3: 4,503 shares; 2025Q4: 5,140 shares; 2026Q1: 6,068 shares; 2026Q2: 6,019 shares 6,019 $2.27M 0.39% -49 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: 4,537 shares; 2024Q4: 4,419 shares; 2025Q1: 4,401 shares; 2025Q2: 4,146 shares; 2025Q3: 4,145 shares; 2025Q4: 4,251 shares; 2026Q1: 4,082 shares; 2026Q2: 2,923 shares 2,923 $2.19M 0.38% -1,159 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,542 shares; 2026Q2: 8,369 shares 8,369 $2.18M 0.37% +827 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: 953 shares; 2024Q4: 1,373 shares; 2025Q1: 1,375 shares; 2025Q2: 2,974 shares; 2025Q3: 3,744 shares; 2025Q4: 4,812 shares; 2026Q1: 4,512 shares; 2026Q2: 3,859 shares 3,859 $2.17M 0.37% -653 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 1,127 shares; 2025Q3: 1,455 shares; 2025Q4: 14,430 shares; 2026Q1: 18,188 shares; 2026Q2: 19,521 shares 19,521 $1.94M 0.33% +1,333 Timeline VCIT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,144 shares; 2025Q4: 16,668 shares; 2026Q1: 19,282 shares; 2026Q2: 21,595 shares 21,595 $1.78M 0.31% +2,313 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,113 shares; 2024Q4: 71,404 shares; 2025Q1: 66,843 shares; 2025Q2: 37,031 shares; 2025Q3: 56,667 shares; 2025Q4: 56,667 shares; 2026Q1: 66,872 shares; 2026Q2: 86,093 shares 86,093 $1.72M 0.3% +19,221 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,586 shares; 2024Q4: 15,971 shares; 2025Q1: 18,576 shares; 2025Q2: 13,683 shares; 2025Q3: 13,555 shares; 2025Q4: 25,176 shares; 2026Q1: 25,865 shares; 2026Q2: 26,662 shares 26,662 $1.66M 0.28% +797 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: 677 shares; 2024Q4: 1,109 shares; 2025Q1: 1,315 shares; 2025Q2: 948 shares; 2025Q3: 983 shares; 2025Q4: 1,991 shares; 2026Q1: 2,009 shares; 2026Q2: 2,126 shares 2,126 $1.57M 0.27% +117 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: 33,694 shares; 2024Q4: 32,638 shares; 2025Q1: 7,482 shares; 2025Q2: 6,520 shares; 2025Q3: 6,514 shares; 2025Q4: 13,032 shares; 2026Q1: 11,774 shares; 2026Q2: 8,095 shares 8,095 $1.54M 0.26% -3,679 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,164 shares; 2025Q4: 6,701 shares; 2026Q1: 7,734 shares; 2026Q2: 7,779 shares 7,779 $1.44M 0.25% +45 Timeline FLRN 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: 67,922 shares; 2024Q4: 79,704 shares; 2025Q1: 153,451 shares; 2025Q2: 140,156 shares; 2025Q3: 89,071 shares; 2025Q4: 96,899 shares; 2026Q1: 50,213 shares; 2026Q2: 44,702 shares 44,702 $1.38M 0.24% -5,511 Timeline SJNK 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: 92,095 shares; 2024Q4: 73,807 shares; 2025Q1: 38,147 shares; 2025Q2: 38,247 shares; 2025Q3: 42,540 shares; 2025Q4: 47,143 shares; 2026Q1: 49,864 shares; 2026Q2: 53,213 shares 53,213 $1.33M 0.23% +3,349 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,313 shares; 2024Q4: 18,740 shares; 2025Q1: 25,619 shares; 2025Q2: 16,671 shares; 2025Q3: 17,139 shares; 2025Q4: 17,139 shares; 2026Q1: 20,463 shares; 2026Q2: 25,901 shares 25,901 $1.33M 0.23% +5,438 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,850 shares; 2024Q4: 24,276 shares; 2025Q1: 25,624 shares; 2025Q2: 13,044 shares; 2025Q3: 18,380 shares; 2025Q4: 18,380 shares; 2026Q1: 21,225 shares; 2026Q2: 26,834 shares 26,834 $1.3M 0.22% +5,609 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,427 shares; 2026Q2: 11,384 shares 11,384 $1.3M 0.22% +5,957 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,450 shares; 2025Q1: 6,078 shares; 2025Q2: 13,254 shares; 2025Q3: 17,623 shares; 2025Q4: 17,480 shares; 2026Q1: 16,436 shares; 2026Q2: 11,454 shares 11,454 $1.22M 0.21% -4,982 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,928 shares; 2026Q2: 22,515 shares 22,515 $1.18M 0.2% +18,587 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 1,617 shares; 2025Q4: 3,375 shares; 2026Q1: 3,506 shares; 2026Q2: 3,519 shares 3,519 $1.15M 0.2% +13 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: 771 shares; 2024Q4: 1,126 shares; 2025Q1: 1,153 shares; 2025Q2: 4,215 shares; 2025Q3: 3,678 shares; 2025Q4: 5,237 shares; 2026Q1: 3,174 shares; 2026Q2: 3,353 shares 3,353 $1.15M 0.2% +179 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: 1,635 shares; 2025Q3: 1,934 shares; 2025Q4: 2,375 shares; 2026Q1: 2,999 shares; 2026Q2: 3,085 shares 3,085 $1.09M 0.19% +86 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: 6,815 shares; 2024Q4: 6,926 shares; 2025Q1: 6,611 shares; 2025Q2: 7,884 shares; 2025Q3: 8,137 shares; 2025Q4: 9,174 shares; 2026Q1: 9,584 shares; 2026Q2: 9,470 shares 9,470 $1.07M 0.18% -114 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: 3,526 shares; 2024Q4: 4,084 shares; 2025Q1: 4,248 shares; 2025Q2: 4,248 shares; 2025Q3: 4,396 shares; 2025Q4: 4,380 shares; 2026Q1: 4,380 shares; 2026Q2: 4,493 shares 4,493 $1.06M 0.18% +113 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 2,707 shares; 2026Q2: 2,428 shares 2,428 $1.05M 0.18% -279 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,953 shares; 2024Q4: 100,993 shares; 2025Q1: 121,097 shares; 2025Q2: 115,508 shares; 2025Q3: 90,700 shares; 2025Q4: 47,769 shares; 2026Q1: 47,470 shares; 2026Q2: 6,034 shares 6,034 $1.03M 0.18% -41,436 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 576 shares; 2025Q4: 1,339 shares; 2026Q1: 2,044 shares; 2026Q2: 1,926 shares 1,926 $989K 0.17% -118 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,304 shares; 2025Q2: 1,865 shares; 2025Q3: 2,101 shares; 2025Q4: 2,499 shares; 2026Q1: 2,624 shares; 2026Q2: 2,319 shares 2,319 $975K 0.17% -305 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 4,126 shares; 2025Q1: 6,567 shares; 2025Q2: 11,323 shares; 2025Q3: 12,854 shares; 2025Q4: 7,090 shares; 2026Q1: 11,432 shares; 2026Q2: 12,998 shares 12,998 $938K 0.16% +1,566 Timeline HFSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,627 shares; 2026Q1: 26,668 shares; 2026Q2: 25,876 shares 25,876 $910K 0.16% -792 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares; 2026Q2: 10,302 shares 10,302 $851K 0.15% +8,585 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,860 shares; 2025Q3: 6,642 shares; 2025Q4: 7,385 shares; 2026Q1: 7,759 shares; 2026Q2: 8,107 shares 8,107 $743K 0.13% +348 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,738 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares; 2026Q1: 4,738 shares; 2026Q2: 4,738 shares 4,738 $693K 0.12% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,028 shares; 2024Q4: 12,353 shares; 2025Q1: 13,656 shares; 2025Q2: 14,293 shares; 2025Q3: 18,389 shares; 2025Q4: 17,726 shares; 2026Q1: 14,697 shares; 2026Q2: 15,453 shares 15,453 $687K 0.12% +756 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,212 shares; 2024Q4: 67,551 shares; 2025Q1: 51,289 shares; 2025Q2: 52,055 shares; 2025Q3: 52,376 shares; 2025Q4: 36,608 shares; 2026Q1: 36,696 shares; 2026Q2: 35,522 shares 35,522 $678K 0.12% -1,174 Timeline ARKQ ARK ETF TR More: the full row for ARK 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: 2,023 shares; 2026Q2: 4,797 shares 4,797 $634K 0.11% +2,774 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: 544 shares 544 $628K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,813 shares; 2025Q4: 3,813 shares; 2026Q1: 4,041 shares; 2026Q2: 4,349 shares 4,349 $595K 0.1% +308 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: 2,959 shares; 2025Q4: 2,940 shares; 2026Q1: 2,757 shares; 2026Q2: 2,703 shares 2,703 $573K 0.1% -54 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,957 shares; 2025Q2: 7,159 shares; 2025Q3: 7,542 shares; 2025Q4: 8,188 shares; 2026Q1: 8,449 shares; 2026Q2: 9,575 shares 9,575 $546K 0.09% +1,126 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 440 shares; 2025Q4: 695 shares; 2026Q1: 854 shares; 2026Q2: 1,042 shares 1,042 $521K 0.09% +188 Timeline PBTP 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: 28,672 shares; 2025Q3: 28,460 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,294 shares 19,294 $495K 0.08% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,314 shares; 2025Q1: 19,121 shares; 2025Q2: 24,868 shares; 2025Q3: 50,318 shares; 2025Q4: 50,358 shares; 2026Q1: 3,286 shares; 2026Q2: 1,777 shares 1,777 $486K 0.08% -1,509 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: 893 shares; 2024Q4: 875 shares; 2025Q1: 893 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 918 shares; 2026Q1: 913 shares; 2026Q2: 5,563 shares 5,563 $479K 0.08% +4,650 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: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 448 shares 448 $477K 0.08% +65 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $475K 0.08% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 615 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 665 shares 665 $457K 0.08% +64 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: not reported; 2026Q1: 309 shares; 2026Q2: 385 shares 385 $452K 0.08% +76 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: 1,468 shares; 2025Q1: 1,469 shares; 2025Q2: 2,424 shares; 2025Q3: 2,552 shares; 2025Q4: 2,588 shares; 2026Q1: 1,050 shares; 2026Q2: 1,198 shares 1,198 $448K 0.08% +148 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: not reported; 2025Q3: not reported; 2025Q4: 2,747 shares; 2026Q1: 3,264 shares; 2026Q2: 3,667 shares 3,667 $431K 0.07% +403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,659 shares 4,659 $430K 0.07% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,756 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,782 shares; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares; 2026Q2: 3,756 shares 3,756 $428K 0.07% 0 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: 4,074 shares; 2024Q4: 3,959 shares; 2025Q1: 3,959 shares; 2025Q2: 3,959 shares; 2025Q3: 3,959 shares; 2025Q4: 4,173 shares; 2026Q1: 4,173 shares; 2026Q2: 4,325 shares 4,325 $417K 0.07% +152 Timeline INTC INTEL CORP More: the full row for INTEL 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: 2,961 shares 2,961 $413K 0.07% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 9,791 shares; 2025Q1: 8,742 shares; 2025Q2: 6,562 shares; 2025Q3: 6,660 shares; 2025Q4: 8,900 shares; 2026Q1: 4,220 shares; 2026Q2: 3,796 shares 3,796 $409K 0.07% -424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,731 shares; 2025Q3: 5,428 shares; 2025Q4: 4,660 shares; 2026Q1: 4,467 shares; 2026Q2: 4,235 shares 4,235 $408K 0.07% -232 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: 829 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,033 shares 1,033 $382K 0.07% +20 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: not reported; 2025Q3: not reported; 2025Q4: 1,098 shares; 2026Q1: 1,230 shares; 2026Q2: 1,499 shares 1,499 $381K 0.07% +269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,127 shares; 2025Q4: 1,614 shares; 2026Q1: 1,588 shares; 2026Q2: 1,511 shares 1,511 $380K 0.07% -77 Timeline IEF 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: 3,906 shares 3,906 $369K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,364 shares; 2025Q4: 1,485 shares; 2026Q1: 1,655 shares; 2026Q2: 2,037 shares 2,037 $369K 0.06% +382 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: 1,995 shares; 2024Q4: 1,995 shares; 2025Q1: 1,995 shares; 2025Q2: 1,706 shares; 2025Q3: 1,648 shares; 2025Q4: 1,824 shares; 2026Q1: 1,461 shares; 2026Q2: 1,595 shares 1,595 $350K 0.06% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares; 2026Q2: 358 shares 358 $335K 0.06% +150 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: 3,834 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares; 2026Q2: 3,834 shares 3,834 $328K 0.06% -8 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: 1,924 shares; 2024Q4: 1,774 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,747 shares 1,747 $326K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,993 shares; 2025Q1: 10,943 shares; 2025Q2: 18,361 shares; 2025Q3: 13,513 shares; 2025Q4: 12,169 shares; 2026Q1: 14,479 shares; 2026Q2: 15,611 shares 15,611 $323K 0.06% +1,132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,924 shares; 2026Q1: 2,219 shares; 2026Q2: 2,378 shares 2,378 $306K 0.05% +159 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: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,210 shares; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares; 2026Q2: 968 shares 968 $289K 0.05% -231 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: 400 shares 400 $289K 0.05% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 5,195 shares; 2026Q1: 5,195 shares; 2026Q2: 5,090 shares 5,090 $285K 0.05% -105 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $283K 0.05% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 2,113 shares; 2026Q1: 2,146 shares; 2026Q2: 2,336 shares 2,336 $273K 0.05% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,722 shares; 2026Q1: 1,878 shares; 2026Q2: 1,623 shares 1,623 $269K 0.05% -255 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623 shares; 2026Q2: 625 shares 625 $266K 0.05% +2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,941 shares; 2025Q2: 1,701 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 1,402 shares; 2026Q2: 1,036 shares 1,036 $261K 0.04% -366 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: 498 shares; 2024Q4: 520 shares; 2025Q1: 555 shares; 2025Q2: 796 shares; 2025Q3: 753 shares; 2025Q4: 857 shares; 2026Q1: 791 shares; 2026Q2: 702 shares 702 $248K 0.04% -89 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $239K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 776 shares 776 $234K 0.04% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,751 shares; 2024Q4: 6,494 shares; 2025Q1: 6,615 shares; 2025Q2: 6,549 shares; 2025Q3: 6,672 shares; 2025Q4: 6,619 shares; 2026Q1: 6,700 shares; 2026Q2: 6,138 shares 6,138 $233K 0.04% -562 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,063 shares 1,063 $232K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $225K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares; 2026Q2: 1,014 shares 1,014 $224K 0.04% -74 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: not reported; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $222K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,682 shares 2,682 $218K 0.04% new 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: 3,781 shares; 2024Q4: 3,728 shares; 2025Q1: 3,617 shares; 2025Q2: 3,449 shares; 2025Q3: 3,330 shares; 2025Q4: 3,340 shares; 2026Q1: 3,295 shares; 2026Q2: 1,731 shares 1,731 $215K 0.04% -1,564 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 793 shares; 2026Q1: 771 shares; 2026Q2: 733 shares 733 $213K 0.04% -38 Timeline