BYLD 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: 2,300,623 shares; 2026Q2: 2,511,534 shares 2,511,534 $56.9M 7.25% +210,911 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,786 shares; 2025Q4: 385,594 shares; 2026Q1: 256,990 shares; 2026Q2: 250,751 shares 250,751 $47.8M 6.09% -6,239 Timeline ACWI 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: 273,345 shares 273,345 $42.9M 5.47% new Timeline XLI 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: 1,986 shares; 2024Q4: 3,412 shares; 2025Q1: 2,035 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares; 2026Q1: 115,462 shares; 2026Q2: 230,058 shares 230,058 $42.6M 5.43% +114,596 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: 125,289 shares; 2024Q4: 110,173 shares; 2025Q1: 110,088 shares; 2025Q2: 111,903 shares; 2025Q3: 112,462 shares; 2025Q4: 112,439 shares; 2026Q1: 117,571 shares; 2026Q2: 116,737 shares 116,737 $35.4M 4.51% -834 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: 45,421 shares; 2024Q4: 123,341 shares; 2025Q1: 129,329 shares; 2025Q2: 130,271 shares; 2025Q3: 59,606 shares; 2025Q4: 71,884 shares; 2026Q1: 47,188 shares; 2026Q2: 46,062 shares 46,062 $33.9M 4.32% -1,126 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: 78,118 shares; 2024Q4: 80,462 shares; 2025Q1: 79,932 shares; 2025Q2: 78,214 shares; 2025Q3: 79,520 shares; 2025Q4: 81,207 shares; 2026Q1: 85,716 shares; 2026Q2: 85,605 shares 85,605 $31.7M 4.04% -111 Timeline XLF 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: 43,119 shares; 2024Q4: 4,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562,980 shares 562,980 $30.2M 3.85% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,412 shares; 2025Q4: not reported; 2026Q1: 92,174 shares; 2026Q2: 94,986 shares 94,986 $28.5M 3.64% +2,812 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: 224,312 shares; 2024Q4: 227,473 shares; 2025Q1: 224,828 shares; 2025Q2: 222,618 shares; 2025Q3: 222,959 shares; 2025Q4: 222,488 shares; 2026Q1: 234,248 shares; 2026Q2: 233,299 shares 233,299 $27.8M 3.54% -949 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 260,429 shares; 2026Q2: 552,439 shares 552,439 $27.6M 3.52% +292,010 Timeline SOXX 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: 40,036 shares 40,036 $25.7M 3.27% new 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: not reported; 2026Q1: 409,050 shares; 2026Q2: 347,689 shares 347,689 $25.3M 3.23% -61,361 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,126 shares; 2025Q1: 82,640 shares; 2025Q2: 46,157 shares; 2025Q3: 45,276 shares; 2025Q4: 44,448 shares; 2026Q1: 64,634 shares; 2026Q2: 65,929 shares 65,929 $24.3M 3.1% +1,295 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE 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: 445,469 shares; 2026Q2: 442,514 shares 442,514 $20.4M 2.6% -2,955 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,512 shares; 2024Q4: not reported; 2025Q1: 189,783 shares; 2025Q2: 70,865 shares; 2025Q3: 72,020 shares; 2025Q4: 73,549 shares; 2026Q1: 79,148 shares; 2026Q2: 82,004 shares 82,004 $18.6M 2.37% +2,856 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340,689 shares 340,689 $17.3M 2.21% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE 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: 528,351 shares; 2026Q1: 550,093 shares; 2026Q2: 358,681 shares 358,681 $17M 2.17% -191,412 Timeline XLC 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: 28,331 shares; 2024Q4: 99,417 shares; 2025Q1: 159,542 shares; 2025Q2: 156,830 shares; 2025Q3: 362,281 shares; 2025Q4: 5,679 shares; 2026Q1: 138,034 shares; 2026Q2: 150,463 shares 150,463 $16.1M 2.05% +12,429 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,902 shares; 2024Q4: 556,357 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,090 shares; 2025Q4: 258,125 shares; 2026Q1: 330,388 shares; 2026Q2: 359,127 shares 359,127 $14.6M 1.86% +28,739 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: 54,525 shares; 2024Q4: 55,439 shares; 2025Q1: 55,115 shares; 2025Q2: 51,890 shares; 2025Q3: 50,454 shares; 2025Q4: 50,367 shares; 2026Q1: 49,689 shares; 2026Q2: 49,814 shares 49,814 $14.4M 1.84% +125 Timeline IGV 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: 55,917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,056 shares; 2026Q2: 151,353 shares 151,353 $13.7M 1.75% +12,297 Timeline IBB 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: 54,657 shares; 2026Q1: 1,734 shares; 2026Q2: 60,285 shares 60,285 $11.5M 1.46% +58,551 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: not reported; 2026Q1: not reported; 2026Q2: 167,863 shares 167,863 $10.6M 1.35% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255,960 shares; 2025Q3: 188,823 shares; 2025Q4: 195,943 shares; 2026Q1: 201,392 shares; 2026Q2: 208,399 shares 208,399 $10.3M 1.32% +7,007 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: 37,698 shares; 2024Q4: 41,087 shares; 2025Q1: 43,062 shares; 2025Q2: 37,133 shares; 2025Q3: 37,235 shares; 2025Q4: 37,534 shares; 2026Q1: 36,316 shares; 2026Q2: 36,389 shares 36,389 $7.28M 0.93% +73 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214,781 shares; 2024Q4: 1,053,759 shares; 2025Q1: 742,388 shares; 2025Q2: 77,616 shares; 2025Q3: 77,416 shares; 2025Q4: 77,479 shares; 2026Q1: 77,533 shares; 2026Q2: 77,591 shares 77,591 $6.82M 0.87% +58 Timeline RSP 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: 273,543 shares; 2024Q4: 28,092 shares; 2025Q1: 29,111 shares; 2025Q2: 28,237 shares; 2025Q3: 27,147 shares; 2025Q4: 27,180 shares; 2026Q1: 28,203 shares; 2026Q2: 28,223 shares 28,223 $6M 0.77% +20 Timeline LIT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,809 shares 71,809 $5.62M 0.72% new Timeline RING 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: 211,076 shares; 2025Q4: 206,817 shares; 2026Q1: 266,651 shares; 2026Q2: 81,483 shares 81,483 $5.26M 0.67% -185,168 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,343 shares 117,343 $5.17M 0.66% new 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: 16,636 shares; 2024Q4: 5,357 shares; 2025Q1: 4,737 shares; 2025Q2: 6,601 shares; 2025Q3: 6,602 shares; 2025Q4: 6,205 shares; 2026Q1: 6,238 shares; 2026Q2: 6,343 shares 6,343 $4.74M 0.6% +105 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: 11,674 shares; 2024Q4: 11,721 shares; 2025Q1: 12,237 shares; 2025Q2: 10,883 shares; 2025Q3: 10,813 shares; 2025Q4: 10,767 shares; 2026Q1: 10,931 shares; 2026Q2: 10,966 shares 10,966 $4.09M 0.52% +35 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: 5,329 shares 5,329 $3.1M 0.39% 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: 15,862 shares; 2024Q4: 18,322 shares; 2025Q1: 17,573 shares; 2025Q2: 9,834 shares; 2025Q3: 11,000 shares; 2025Q4: 17,101 shares; 2026Q1: 17,280 shares; 2026Q2: 12,844 shares 12,844 $3.06M 0.39% -4,436 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: 73,124 shares; 2024Q4: 64,155 shares; 2025Q1: 65,139 shares; 2025Q2: 35,411 shares; 2025Q3: 35,691 shares; 2025Q4: 40,707 shares; 2026Q1: 64,522 shares; 2026Q2: 4,634 shares 4,634 $3.04M 0.39% -59,888 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,140 shares; 2025Q3: 40,004 shares; 2025Q4: 30,534 shares; 2026Q1: 30,534 shares; 2026Q2: 20,534 shares 20,534 $3M 0.38% -10,000 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: 758,889 shares; 2024Q4: 928,168 shares; 2025Q1: 610,051 shares; 2025Q2: 601,069 shares; 2025Q3: 19,072 shares; 2025Q4: 734,969 shares; 2026Q1: 37,182 shares; 2026Q2: 39,757 shares 39,757 $2.7M 0.34% +2,575 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 59,516 shares; 2025Q3: 62,925 shares; 2025Q4: 62,925 shares; 2026Q1: 57,925 shares; 2026Q2: 51,951 shares 51,951 $2.62M 0.33% -5,974 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,198 shares; 2024Q4: 7,239 shares; 2025Q1: 7,267 shares; 2025Q2: 7,364 shares; 2025Q3: 7,456 shares; 2025Q4: 6,671 shares; 2026Q1: 10,286 shares; 2026Q2: 10,613 shares 10,613 $2.57M 0.33% +327 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: 14,950 shares 14,950 $2.55M 0.33% 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: 2,194 shares; 2024Q4: 2,197 shares; 2025Q1: 2,222 shares; 2025Q2: 2,203 shares; 2025Q3: 2,206 shares; 2025Q4: 2,208 shares; 2026Q1: 2,209 shares; 2026Q2: 2,211 shares 2,211 $2.35M 0.3% +2 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: 3,324 shares; 2024Q4: 4,324 shares; 2025Q1: 5,397 shares; 2025Q2: 3,332 shares; 2025Q3: 1,407 shares; 2025Q4: 10,332 shares; 2026Q1: 10,332 shares; 2026Q2: 10,332 shares 10,332 $2.24M 0.29% 0 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: 4,449 shares; 2024Q4: 5,776 shares; 2025Q1: 4,830 shares; 2025Q2: 4,729 shares; 2025Q3: 4,683 shares; 2025Q4: 4,683 shares; 2026Q1: 4,713 shares; 2026Q2: 4,724 shares 4,724 $1.99M 0.25% +11 Timeline HYG 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: 112,035 shares; 2025Q4: 114,046 shares; 2026Q1: 23,398 shares; 2026Q2: 22,970 shares 22,970 $1.84M 0.23% -428 Timeline LRGG 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: 85,595 shares; 2025Q4: 49,580 shares; 2026Q1: 57,581 shares; 2026Q2: 65,288 shares 65,288 $1.79M 0.23% +7,707 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: 5,468 shares; 2024Q4: 5,341 shares; 2025Q1: 5,424 shares; 2025Q2: 5,242 shares; 2025Q3: 5,238 shares; 2025Q4: 5,345 shares; 2026Q1: 5,361 shares; 2026Q2: 5,376 shares 5,376 $1.76M 0.22% +15 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: 17,965 shares; 2024Q4: 17,931 shares; 2025Q1: 16,234 shares; 2025Q2: 16,096 shares; 2025Q3: 16,106 shares; 2025Q4: 17,136 shares; 2026Q1: 16,997 shares; 2026Q2: 17,036 shares 17,036 $1.64M 0.21% +39 Timeline BAI 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: 158,555 shares; 2025Q3: 11,431 shares; 2025Q4: 27,004 shares; 2026Q1: 34,712 shares; 2026Q2: 31,048 shares 31,048 $1.64M 0.21% -3,664 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,703 shares; 2025Q2: 70,932 shares; 2025Q3: 1,725 shares; 2025Q4: 1,722 shares; 2026Q1: 1,738 shares; 2026Q2: 2,101 shares 2,101 $1.57M 0.2% +363 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 14,960 shares; 2025Q4: 19,046 shares; 2026Q1: 28,258 shares; 2026Q2: 31,250 shares 31,250 $1.57M 0.2% +2,992 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: 9,891 shares; 2024Q4: 10,084 shares; 2025Q1: 11,445 shares; 2025Q2: 11,323 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares; 2026Q1: 11,161 shares; 2026Q2: 11,161 shares 11,161 $1.56M 0.2% 0 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: 6,117 shares; 2024Q4: 6,093 shares; 2025Q1: 6,094 shares; 2025Q2: 6,144 shares; 2025Q3: 6,091 shares; 2025Q4: 6,213 shares; 2026Q1: 6,146 shares; 2026Q2: 6,143 shares 6,143 $1.45M 0.19% -3 Timeline ONEY 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: 11,428 shares; 2024Q4: 13,683 shares; 2025Q1: 11,954 shares; 2025Q2: 9,768 shares; 2025Q3: 11,072 shares; 2025Q4: 11,710 shares; 2026Q1: 12,035 shares; 2026Q2: 11,186 shares 11,186 $1.43M 0.18% -849 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,188 shares; 2025Q1: 208,564 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,263 shares; 2026Q1: 17,089 shares; 2026Q2: 17,093 shares 17,093 $1.42M 0.18% +4 Timeline OEF 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: 3,697 shares; 2026Q2: 3,845 shares 3,845 $1.41M 0.18% +148 Timeline EFV 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: 16,150 shares; 2026Q1: 16,634 shares; 2026Q2: 17,475 shares 17,475 $1.34M 0.17% +841 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: 3,823 shares; 2024Q4: 3,838 shares; 2025Q1: 3,998 shares; 2025Q2: 3,881 shares; 2025Q3: 2,886 shares; 2025Q4: 2,546 shares; 2026Q1: 2,570 shares; 2026Q2: 2,558 shares 2,558 $1.28M 0.16% -12 Timeline XLG 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: 17,498 shares; 2024Q4: 17,510 shares; 2025Q1: 17,501 shares; 2025Q2: 19,055 shares; 2025Q3: 18,852 shares; 2025Q4: 19,032 shares; 2026Q1: 20,229 shares; 2026Q2: 20,268 shares 20,268 $1.24M 0.16% +39 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: 11,564 shares; 2024Q4: 10,793 shares; 2025Q1: 9,993 shares; 2025Q2: 4,209 shares; 2025Q3: 4,212 shares; 2025Q4: 5,934 shares; 2026Q1: 6,012 shares; 2026Q2: 3,507 shares 3,507 $1.24M 0.16% -2,505 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: 3,327 shares; 2024Q4: 3,328 shares; 2025Q1: 3,804 shares; 2025Q2: 3,211 shares; 2025Q3: 3,211 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares; 2026Q2: 3,349 shares 3,349 $1.2M 0.15% +17 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: 1,045 shares; 2026Q1: 1,045 shares; 2026Q2: 937 shares 937 $1.08M 0.14% -108 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: 3,467 shares; 2024Q4: 3,625 shares; 2025Q1: 3,742 shares; 2025Q2: 3,636 shares; 2025Q3: 3,725 shares; 2025Q4: 3,730 shares; 2026Q1: 3,738 shares; 2026Q2: 4,157 shares 4,157 $1.05M 0.13% +419 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: not reported; 2024Q4: 2,663,821 shares; 2025Q1: 2,777,384 shares; 2025Q2: 28,141 shares; 2025Q3: 27,567 shares; 2025Q4: 28,435 shares; 2026Q1: 29,546 shares; 2026Q2: 40,718 shares 40,718 $1.02M 0.13% +11,172 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: 1,693 shares; 2024Q4: 1,740 shares; 2025Q1: 1,942 shares; 2025Q2: 1,734 shares; 2025Q3: 1,711 shares; 2025Q4: 1,862 shares; 2026Q1: 1,833 shares; 2026Q2: 1,763 shares 1,763 $993K 0.13% -70 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: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,479 shares 2,479 $927K 0.12% +125 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,577 shares; 2024Q4: 661,047 shares; 2025Q1: 666,612 shares; 2025Q2: 667,745 shares; 2025Q3: 28,628 shares; 2025Q4: 9,272 shares; 2026Q1: 9,292 shares; 2026Q2: 9,313 shares 9,313 $891K 0.11% +21 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,406 shares; 2024Q4: 4,406 shares; 2025Q1: 4,406 shares; 2025Q2: 4,406 shares; 2025Q3: 4,406 shares; 2025Q4: 8,813 shares; 2026Q1: 8,813 shares; 2026Q2: 8,813 shares 8,813 $853K 0.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,884 shares; 2025Q1: 7,013 shares; 2025Q2: 6,960 shares; 2025Q3: 6,960 shares; 2025Q4: 6,963 shares; 2026Q1: 7,121 shares; 2026Q2: 8,742 shares 8,742 $844K 0.11% +1,621 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570,722 shares; 2025Q4: 599,600 shares; 2026Q1: 240,697 shares; 2026Q2: 16,535 shares 16,535 $838K 0.11% -224,162 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,376 shares; 2026Q2: 2,342 shares 2,342 $803K 0.1% -34 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: 38,265 shares; 2024Q4: 39,741 shares; 2025Q1: 39,951 shares; 2025Q2: 37,390 shares; 2025Q3: 37,585 shares; 2025Q4: 38,043 shares; 2026Q1: 38,048 shares; 2026Q2: 37,993 shares 37,993 $786K 0.1% -55 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: 2,309 shares; 2024Q4: 2,526 shares; 2025Q1: 2,750 shares; 2025Q2: 2,602 shares; 2025Q3: 2,693 shares; 2025Q4: 2,704 shares; 2026Q1: 2,730 shares; 2026Q2: 2,742 shares 2,742 $771K 0.1% +12 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: 4,832 shares; 2024Q4: 4,846 shares; 2025Q1: 4,945 shares; 2025Q2: 4,856 shares; 2025Q3: 4,870 shares; 2025Q4: 4,884 shares; 2026Q1: 4,897 shares; 2026Q2: 4,919 shares 4,919 $745K 0.09% +22 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: 9,112 shares; 2024Q4: 12,665 shares; 2025Q1: 12,793 shares; 2025Q2: 12,667 shares; 2025Q3: 12,668 shares; 2025Q4: 12,669 shares; 2026Q1: 12,670 shares; 2026Q2: 12,671 shares 12,671 $731K 0.09% +1 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: 2,073 shares; 2024Q4: 2,074 shares; 2025Q1: 2,118 shares; 2025Q2: 2,137 shares; 2025Q3: 2,139 shares; 2025Q4: 2,140 shares; 2026Q1: 2,142 shares; 2026Q2: 2,144 shares 2,144 $725K 0.09% +2 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 11,000 shares; 2026Q2: 21,000 shares 21,000 $673K 0.09% +10,000 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: 566 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $665K 0.08% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,879 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,019 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $650K 0.08% 0 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: not reported; 2024Q4: 4,635 shares; 2025Q1: 4,636 shares; 2025Q2: 4,660 shares; 2025Q3: 4,661 shares; 2025Q4: 4,662 shares; 2026Q1: 4,638 shares; 2026Q2: 4,668 shares 4,668 $642K 0.08% +30 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 514,956 shares; 2026Q1: 9,740 shares; 2026Q2: 9,628 shares 9,628 $636K 0.08% -112 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: 1,479 shares; 2024Q4: 1,683 shares; 2025Q1: 1,710 shares; 2025Q2: 1,571 shares; 2025Q3: 1,574 shares; 2025Q4: 1,577 shares; 2026Q1: 2,454 shares; 2026Q2: 2,475 shares 2,475 $629K 0.08% +21 Timeline ARKK 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: 7,183 shares; 2024Q4: 7,183 shares; 2025Q1: 7,426 shares; 2025Q2: 7,418 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares; 2026Q1: 7,595 shares; 2026Q2: 7,607 shares 7,607 $615K 0.08% +12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,755 shares; 2024Q4: 13,964 shares; 2025Q1: 14,007 shares; 2025Q2: 14,023 shares; 2025Q3: 13,745 shares; 2025Q4: 13,845 shares; 2026Q1: 13,935 shares; 2026Q2: 14,049 shares 14,049 $595K 0.08% +114 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: 4,360 shares; 2024Q4: 4,470 shares; 2025Q1: 4,509 shares; 2025Q2: 4,266 shares; 2025Q3: 4,269 shares; 2025Q4: 4,272 shares; 2026Q1: 4,275 shares; 2026Q2: 4,277 shares 4,277 $585K 0.07% +2 Timeline JQUA 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: not reported; 2024Q4: 7,901 shares; 2025Q1: 7,901 shares; 2025Q2: 7,901 shares; 2025Q3: 7,901 shares; 2025Q4: 7,901 shares; 2026Q1: 7,901 shares; 2026Q2: 7,901 shares 7,901 $571K 0.07% 0 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 1,466,663 shares; 2025Q3: 82,129 shares; 2025Q4: 17,690 shares; 2026Q1: 1,359,970 shares; 2026Q2: 19,675 shares 19,675 $554K 0.07% -1,340,295 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,971 shares; 2024Q4: 6,011 shares; 2025Q1: 8,228 shares; 2025Q2: 6,097 shares; 2025Q3: 6,142 shares; 2025Q4: 6,182 shares; 2026Q1: 6,221 shares; 2026Q2: 6,273 shares 6,273 $551K 0.07% +52 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: 2,612 shares; 2024Q4: 2,619 shares; 2025Q1: 2,607 shares; 2025Q2: 2,580 shares; 2025Q3: 1,787 shares; 2025Q4: 1,803 shares; 2026Q1: 1,967 shares; 2026Q2: 1,970 shares 1,970 $532K 0.07% +3 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,613 shares; 2025Q2: 3,613 shares; 2025Q3: 3,613 shares; 2025Q4: 3,613 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $532K 0.07% 0 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: 42,732 shares; 2024Q4: 3,015 shares; 2025Q1: 3,196 shares; 2025Q2: 3,100 shares; 2025Q3: 3,125 shares; 2025Q4: 3,137 shares; 2026Q1: 3,171 shares; 2026Q2: 3,181 shares 3,181 $527K 0.07% +10 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: 2,398 shares; 2024Q4: 2,400 shares; 2025Q1: 2,494 shares; 2025Q2: 2,405 shares; 2025Q3: 2,459 shares; 2025Q4: 2,462 shares; 2026Q1: 2,464 shares; 2026Q2: 2,467 shares 2,467 $516K 0.07% +3 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: 2,116,818 shares; 2025Q4: 2,219,176 shares; 2026Q1: 46,028 shares; 2026Q2: 18,819 shares 18,819 $499K 0.06% -27,209 Timeline GOOGM 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: 9,768 shares 9,768 $497K 0.06% new 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: 2,260 shares; 2025Q1: 2,291 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $493K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,217 shares; 2025Q1: 1,290 shares; 2025Q2: 1,260 shares; 2025Q3: 1,266 shares; 2025Q4: 1,271 shares; 2026Q1: 1,289 shares; 2026Q2: 1,294 shares 1,294 $469K 0.06% +5 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,629 shares; 2025Q1: 2,632 shares; 2025Q2: 2,666 shares; 2025Q3: 3,138 shares; 2025Q4: 3,371 shares; 2026Q1: 3,404 shares; 2026Q2: 3,473 shares 3,473 $461K 0.06% +69 Timeline SHYM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 20,184 shares 20,184 $453K 0.06% +5,184 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,142 shares; 2024Q4: 4,151 shares; 2025Q1: 4,215 shares; 2025Q2: 4,167 shares; 2025Q3: 4,175 shares; 2025Q4: 4,182 shares; 2026Q1: 4,191 shares; 2026Q2: 6,189 shares 6,189 $445K 0.06% +1,998 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: 575 shares; 2024Q4: 558 shares; 2025Q1: 616 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 6,150 shares; 2026Q1: 6,035 shares; 2026Q2: 6,055 shares 6,055 $432K 0.06% +20 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: 3,504 shares; 2025Q1: 3,617 shares; 2025Q2: 3,470 shares; 2025Q3: 3,583 shares; 2025Q4: 3,586 shares; 2026Q1: 3,645 shares; 2026Q2: 3,677 shares 3,677 $432K 0.06% +32 Timeline XYLD 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: 6,294 shares; 2025Q2: 9,487 shares; 2025Q3: 10,468 shares; 2025Q4: 10,468 shares; 2026Q1: 10,468 shares; 2026Q2: 10,468 shares 10,468 $427K 0.05% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,251 shares; 2024Q4: 10,842 shares; 2025Q1: 10,554 shares; 2025Q2: 9,849 shares; 2025Q3: 9,681 shares; 2025Q4: 9,495 shares; 2026Q1: 9,442 shares; 2026Q2: 9,442 shares 9,442 $419K 0.05% 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: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,595 shares; 2025Q2: 2,451 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,626 shares; 2026Q2: 2,626 shares 2,626 $385K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,321 shares; 2025Q1: 2,288 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares; 2026Q1: 2,399 shares; 2026Q2: 2,428 shares 2,428 $381K 0.05% +29 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: 3,105 shares; 2024Q4: 3,146 shares; 2025Q1: 3,533 shares; 2025Q2: 3,119 shares; 2025Q3: 3,267 shares; 2025Q4: 3,267 shares; 2026Q1: 3,271 shares; 2026Q2: 3,291 shares 3,291 $373K 0.05% +20 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 43,512 shares; 2026Q2: 30,092 shares 30,092 $371K 0.05% -13,420 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 17,194 shares 17,194 $362K 0.05% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,510 shares; 2025Q2: 1,481 shares; 2025Q3: 1,537 shares; 2025Q4: 1,538 shares; 2026Q1: 1,538 shares; 2026Q2: 1,507 shares 1,507 $359K 0.05% -31 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: not reported; 2024Q4: not reported; 2025Q1: 420,106 shares; 2025Q2: 6,770 shares; 2025Q3: 6,481 shares; 2025Q4: 6,506 shares; 2026Q1: 5,027 shares; 2026Q2: 3,607 shares 3,607 $348K 0.04% -1,420 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,983 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares; 2026Q2: 1,803 shares 1,803 $343K 0.04% -111 Timeline EFIV 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: 3,665 shares; 2025Q1: not reported; 2025Q2: 3,701 shares; 2025Q3: 4,276 shares; 2025Q4: 4,553 shares; 2026Q1: 4,554 shares; 2026Q2: 4,669 shares 4,669 $341K 0.04% +115 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: 905 shares; 2024Q4: 919 shares; 2025Q1: 1,075 shares; 2025Q2: 922 shares; 2025Q3: 979 shares; 2025Q4: 980 shares; 2026Q1: 981 shares; 2026Q2: 986 shares 986 $338K 0.04% +5 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: not reported; 2025Q4: not reported; 2026Q1: 480 shares; 2026Q2: 481 shares 481 $330K 0.04% +1 Timeline HYMB 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: 12,894 shares 12,894 $328K 0.04% new Timeline IJK 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: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,755 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,755 shares; 2026Q2: 2,755 shares 2,755 $324K 0.04% 0 Timeline XLY 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: 1,420 shares; 2024Q4: 57,724 shares; 2025Q1: 1,522 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $320K 0.04% 0 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: not reported; 2026Q2: 713 shares 713 $309K 0.04% new 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: not reported; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares 2,068 $306K 0.04% 0 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: 2,340 shares; 2024Q4: 3,180 shares; 2025Q1: 3,246 shares; 2025Q2: 3,187 shares; 2025Q3: 3,334 shares; 2025Q4: 3,339 shares; 2026Q1: 3,345 shares; 2026Q2: 3,353 shares 3,353 $304K 0.04% +8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,076 shares; 2024Q4: 1,076 shares; 2025Q1: 1,139 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 956 shares; 2026Q2: 958 shares 958 $302K 0.04% +2 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $299K 0.04% 0 Timeline XJR 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: 5,643 shares 5,643 $298K 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: 3,496 shares; 2024Q4: 3,535 shares; 2025Q1: 5,894 shares; 2025Q2: 5,859 shares; 2025Q3: 5,890 shares; 2025Q4: 5,955 shares; 2026Q1: 3,514 shares; 2026Q2: 3,593 shares 3,593 $292K 0.04% +79 Timeline ITA 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: 1,189 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $288K 0.04% 0 Timeline XJH 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: 5,473 shares 5,473 $285K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 4,494 shares; 2025Q1: 4,633 shares; 2025Q2: 4,544 shares; 2025Q3: 4,320 shares; 2025Q4: 3,444 shares; 2026Q1: 3,462 shares; 2026Q2: 3,043 shares 3,043 $279K 0.04% -419 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,615 shares; 2024Q4: 8,681 shares; 2025Q1: 8,765 shares; 2025Q2: 8,854 shares; 2025Q3: 8,935 shares; 2025Q4: 9,016 shares; 2026Q1: 9,102 shares; 2026Q2: 9,185 shares 9,185 $270K 0.03% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601,887 shares; 2025Q4: 2,508 shares; 2026Q1: 2,120 shares; 2026Q2: 1,617 shares 1,617 $266K 0.03% -503 Timeline SSO PROSHARES TR More: the full row for PROSHARES 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: 1,941 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,882 shares 3,882 $262K 0.03% 0 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: 2,534 shares; 2024Q4: 2,546 shares; 2025Q1: 2,599 shares; 2025Q2: 2,572 shares; 2025Q3: 2,723 shares; 2025Q4: 2,499 shares; 2026Q1: 2,513 shares; 2026Q2: 2,526 shares 2,526 $258K 0.03% +13 Timeline CGHM 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: not reported; 2026Q2: 9,913 shares 9,913 $256K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,948 shares; 2025Q2: 1,170 shares; 2025Q3: 1,146 shares; 2025Q4: 7,225 shares; 2026Q1: 1,151 shares; 2026Q2: 1,153 shares 1,153 $253K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,776 shares; 2025Q3: 2,776 shares; 2025Q4: 2,776 shares; 2026Q1: 2,776 shares; 2026Q2: 2,776 shares 2,776 $252K 0.03% 0 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 298 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $251K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 970 shares; 2025Q1: 1,074 shares; 2025Q2: 1,070 shares; 2025Q3: 1,070 shares; 2025Q4: 1,066 shares; 2026Q1: 1,031 shares; 2026Q2: 997 shares 997 $248K 0.03% -34 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: 800 shares 800 $241K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $239K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,320 shares 2,320 $231K 0.03% +155 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 12,503 shares; 2025Q1: 12,503 shares; 2025Q2: 12,503 shares; 2025Q3: 12,503 shares; 2025Q4: 12,503 shares; 2026Q1: 12,503 shares; 2026Q2: 12,503 shares 12,503 $224K 0.03% 0 Timeline IWB 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: 546 shares 546 $224K 0.03% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 308 shares 308 $217K 0.03% new 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: not reported; 2026Q2: 3,401 shares 3,401 $207K 0.03% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,671 shares 6,671 $203K 0.03% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,980 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $195K 0.02% 0 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $46.6K 0.01% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL 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: 25,000 shares; 2026Q2: 20,000 shares 20,000 $45.3K 0.01% -5,000 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,042 shares; 2024Q4: 10,042 shares; 2025Q1: 10,042 shares; 2025Q2: 10,042 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares; 2026Q1: 10,042 shares; 2026Q2: 10,042 shares 10,042 $14.7K <0.01% 0 Timeline