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 loaded; 2024Q4: 159,828 shares; 2025Q1: 266,150 shares; 2025Q2: 163,014 shares; 2025Q3: 178,400 shares; 2025Q4: 179,434 shares; 2026Q1: 182,632 shares; 2026Q2: 186,235 shares 186,235 $139M 4.39% +3,603 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: not loaded; 2024Q4: 846,773 shares; 2025Q1: 1,342,587 shares; 2025Q2: 792,765 shares; 2025Q3: 810,902 shares; 2025Q4: 844,830 shares; 2026Q1: 1,008,174 shares; 2026Q2: 1,305,650 shares 1,305,650 $115M 3.61% +297,476 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: not loaded; 2024Q4: 16,898 shares; 2025Q1: 2,191,114 shares; 2025Q2: 2,207,897 shares; 2025Q3: 2,242,315 shares; 2025Q4: 2,403,802 shares; 2026Q1: 2,493,127 shares; 2026Q2: 2,459,442 shares 2,459,442 $109M 3.43% -33,685 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 187,543 shares; 2025Q1: 276,575 shares; 2025Q2: 182,902 shares; 2025Q3: 216,775 shares; 2025Q4: 230,512 shares; 2026Q1: 359,703 shares; 2026Q2: 775,041 shares 775,041 $76.7M 2.41% +415,338 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: not loaded; 2024Q4: 54,614 shares; 2025Q1: 96,202 shares; 2025Q2: 59,927 shares; 2025Q3: 75,007 shares; 2025Q4: 107,031 shares; 2026Q1: 89,920 shares; 2026Q2: 100,295 shares 100,295 $73.9M 2.32% +10,375 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: not loaded; 2024Q4: 48,322 shares; 2025Q1: 322,317 shares; 2025Q2: 181,546 shares; 2025Q3: 184,719 shares; 2025Q4: 218,185 shares; 2026Q1: 217,538 shares; 2026Q2: 223,482 shares 223,482 $64.7M 2.03% +5,944 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,829 shares; 2025Q2: 18,978 shares; 2025Q3: 19,366 shares; 2025Q4: 1,625,748 shares; 2026Q1: 1,626,470 shares; 2026Q2: 1,626,094 shares 1,626,094 $56.6M 1.78% -376 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 loaded; 2024Q4: 8,442 shares; 2025Q1: 21,126 shares; 2025Q2: 18,013 shares; 2025Q3: 19,110 shares; 2025Q4: 51,476 shares; 2026Q1: 39,410 shares; 2026Q2: 79,133 shares 79,133 $54.3M 1.71% +39,723 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 614,736 shares; 2025Q1: 674,081 shares; 2025Q2: 799,646 shares; 2025Q3: 917,130 shares; 2025Q4: 803,996 shares; 2026Q1: 865,259 shares; 2026Q2: 1,161,836 shares 1,161,836 $53.6M 1.69% +296,577 Timeline DGCB 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: not loaded; 2024Q4: not reported; 2025Q1: 475,080 shares; 2025Q2: 522,447 shares; 2025Q3: 583,449 shares; 2025Q4: 785,250 shares; 2026Q1: 842,720 shares; 2026Q2: 905,653 shares 905,653 $49.5M 1.56% +62,933 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: not loaded; 2024Q4: 38,478 shares; 2025Q1: 372,262 shares; 2025Q2: 165,985 shares; 2025Q3: 208,098 shares; 2025Q4: 245,822 shares; 2026Q1: 244,094 shares; 2026Q2: 244,798 shares 244,798 $49M 1.54% +704 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 loaded; 2024Q4: 213,915 shares; 2025Q1: 336,311 shares; 2025Q2: 208,749 shares; 2025Q3: 209,801 shares; 2025Q4: 240,263 shares; 2026Q1: 202,968 shares; 2026Q2: 208,271 shares 208,271 $45.4M 1.43% +5,303 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 407,310 shares; 2025Q1: 562,766 shares; 2025Q2: 146,613 shares; 2025Q3: 246,748 shares; 2025Q4: 252,271 shares; 2026Q1: 262,448 shares; 2026Q2: 562,910 shares 562,910 $43.8M 1.38% +300,462 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 loaded; 2024Q4: 232,529 shares; 2025Q1: 368,984 shares; 2025Q2: 228,782 shares; 2025Q3: 259,139 shares; 2025Q4: 266,979 shares; 2026Q1: 288,430 shares; 2026Q2: 312,079 shares 312,079 $42.9M 1.35% +23,649 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: not loaded; 2024Q4: 33,298 shares; 2025Q1: 207,870 shares; 2025Q2: 129,267 shares; 2025Q3: 134,711 shares; 2025Q4: 168,409 shares; 2026Q1: 164,543 shares; 2026Q2: 167,338 shares 167,338 $39.9M 1.25% +2,795 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142,197 shares; 2025Q3: 467,976 shares; 2025Q4: 788,337 shares; 2026Q1: 845,898 shares; 2026Q2: 708,263 shares 708,263 $37.3M 1.17% -137,635 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: not loaded; 2024Q4: 380,221 shares; 2025Q1: 471,786 shares; 2025Q2: 315,192 shares; 2025Q3: 368,754 shares; 2025Q4: 458,160 shares; 2026Q1: 599,362 shares; 2026Q2: 543,366 shares 543,366 $37M 1.16% -55,996 Timeline DFGP 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: not loaded; 2024Q4: not reported; 2025Q1: 371,899 shares; 2025Q2: 405,119 shares; 2025Q3: 440,574 shares; 2025Q4: 566,175 shares; 2026Q1: 615,537 shares; 2026Q2: 649,402 shares 649,402 $35.4M 1.11% +33,865 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: not loaded; 2024Q4: 47,095 shares; 2025Q1: 81,521 shares; 2025Q2: 50,062 shares; 2025Q3: 56,685 shares; 2025Q4: 63,127 shares; 2026Q1: 62,831 shares; 2026Q2: 64,857 shares 64,857 $33.9M 1.07% +2,026 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 550,762 shares; 2025Q1: 699,919 shares; 2025Q2: 545,786 shares; 2025Q3: 591,331 shares; 2025Q4: 617,932 shares; 2026Q1: 658,026 shares; 2026Q2: 1,418,814 shares 1,418,814 $32.3M 1.02% +760,788 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: not loaded; 2024Q4: 20,829 shares; 2025Q1: 96,510 shares; 2025Q2: 56,521 shares; 2025Q3: 57,107 shares; 2025Q4: 65,719 shares; 2026Q1: 81,364 shares; 2026Q2: 84,572 shares 84,572 $31.5M 0.99% +3,208 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: not loaded; 2024Q4: not reported; 2025Q1: 751,309 shares; 2025Q2: 866,380 shares; 2025Q3: 531,212 shares; 2025Q4: 601,563 shares; 2026Q1: 599,018 shares; 2026Q2: 623,203 shares 623,203 $31.4M 0.99% +24,185 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 262,604 shares; 2025Q1: 313,107 shares; 2025Q2: 229,563 shares; 2025Q3: 252,658 shares; 2025Q4: 265,045 shares; 2026Q1: 281,068 shares; 2026Q2: 305,701 shares 305,701 $28.9M 0.91% +24,633 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: not loaded; 2024Q4: 69,029 shares; 2025Q1: 118,187 shares; 2025Q2: 92,841 shares; 2025Q3: 109,341 shares; 2025Q4: 152,207 shares; 2026Q1: 161,174 shares; 2026Q2: 127,156 shares 127,156 $28.9M 0.91% -34,018 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: not loaded; 2024Q4: 239,988 shares; 2025Q1: 275,436 shares; 2025Q2: 143,937 shares; 2025Q3: 165,692 shares; 2025Q4: 79,069 shares; 2026Q1: 107,367 shares; 2026Q2: 220,612 shares 220,612 $27.4M 0.86% +113,245 Timeline DFSV 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: not loaded; 2024Q4: not reported; 2025Q1: 591,576 shares; 2025Q2: 616,269 shares; 2025Q3: 636,703 shares; 2025Q4: 696,249 shares; 2026Q1: 705,604 shares; 2026Q2: 704,492 shares 704,492 $27.3M 0.86% -1,112 Timeline DUHP 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: not loaded; 2024Q4: not reported; 2025Q1: 529,492 shares; 2025Q2: 540,013 shares; 2025Q3: 554,463 shares; 2025Q4: 616,043 shares; 2026Q1: 642,119 shares; 2026Q2: 639,416 shares 639,416 $26.7M 0.84% -2,703 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 loaded; 2024Q4: 22,757 shares; 2025Q1: 101,698 shares; 2025Q2: 71,049 shares; 2025Q3: 65,937 shares; 2025Q4: 69,704 shares; 2026Q1: 68,184 shares; 2026Q2: 72,183 shares 72,183 $25.8M 0.81% +3,999 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 616,823 shares; 2025Q1: 867,779 shares; 2025Q2: 607,038 shares; 2025Q3: 675,123 shares; 2025Q4: 670,162 shares; 2026Q1: 699,507 shares; 2026Q2: 758,698 shares 758,698 $25.4M 0.8% +59,191 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 loaded; 2024Q4: 431,667 shares; 2025Q1: 517,580 shares; 2025Q2: 548,783 shares; 2025Q3: 653,856 shares; 2025Q4: 521,893 shares; 2026Q1: 490,491 shares; 2026Q2: 329,694 shares 329,694 $25.2M 0.79% -160,797 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 loaded; 2024Q4: 18,589 shares; 2025Q1: 55,856 shares; 2025Q2: 42,919 shares; 2025Q3: 45,697 shares; 2025Q4: 47,375 shares; 2026Q1: 47,986 shares; 2026Q2: 49,464 shares 49,464 $24.8M 0.78% +1,478 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 loaded; 2024Q4: 218,296 shares; 2025Q1: 407,505 shares; 2025Q2: 230,884 shares; 2025Q3: 276,255 shares; 2025Q4: 276,031 shares; 2026Q1: 257,679 shares; 2026Q2: 269,465 shares 269,465 $24.7M 0.78% +11,786 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 628,369 shares; 2025Q2: 611,178 shares; 2025Q3: 627,173 shares; 2025Q4: 664,687 shares; 2026Q1: 662,337 shares; 2026Q2: 650,368 shares 650,368 $24.2M 0.76% -11,969 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,324 shares; 2025Q1: 33,504 shares; 2025Q2: 28,034 shares; 2025Q3: 22,711 shares; 2025Q4: 32,279 shares; 2026Q1: 28,933 shares; 2026Q2: 32,378 shares 32,378 $24.2M 0.76% +3,445 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 178,431 shares; 2025Q1: 330,895 shares; 2025Q2: 210,643 shares; 2025Q3: 242,215 shares; 2025Q4: 239,900 shares; 2026Q1: 260,869 shares; 2026Q2: 259,831 shares 259,831 $23.2M 0.73% -1,038 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 loaded; 2024Q4: 237,048 shares; 2025Q1: 163,326 shares; 2025Q2: 212,956 shares; 2025Q3: 253,209 shares; 2025Q4: 347,229 shares; 2026Q1: 363,899 shares; 2026Q2: 260,011 shares 260,011 $21.5M 0.68% -103,888 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,902 shares; 2025Q1: 124,396 shares; 2025Q2: 106,652 shares; 2025Q3: 117,652 shares; 2025Q4: 128,312 shares; 2026Q1: 137,342 shares; 2026Q2: 125,946 shares 125,946 $20.3M 0.64% -11,396 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 229,091 shares; 2025Q1: 275,707 shares; 2025Q2: 184,669 shares; 2025Q3: 215,638 shares; 2025Q4: 216,834 shares; 2026Q1: 241,953 shares; 2026Q2: 216,550 shares 216,550 $18.7M 0.59% -25,403 Timeline DFSD 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: not loaded; 2024Q4: not reported; 2025Q1: 446,583 shares; 2025Q2: 425,410 shares; 2025Q3: 433,982 shares; 2025Q4: 397,427 shares; 2026Q1: 390,017 shares; 2026Q2: 386,994 shares 386,994 $18.5M 0.58% -3,023 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: not loaded; 2024Q4: 35,153 shares; 2025Q1: 259,197 shares; 2025Q2: 140,945 shares; 2025Q3: 149,398 shares; 2025Q4: 156,764 shares; 2026Q1: 157,435 shares; 2026Q2: 155,750 shares 155,750 $17.6M 0.55% -1,685 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 139,514 shares; 2025Q1: 220,641 shares; 2025Q2: 142,226 shares; 2025Q3: 140,874 shares; 2025Q4: 139,162 shares; 2026Q1: 137,867 shares; 2026Q2: 146,863 shares 146,863 $17.5M 0.55% +8,996 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 loaded; 2024Q4: 16,008 shares; 2025Q1: 30,966 shares; 2025Q2: 18,534 shares; 2025Q3: 26,435 shares; 2025Q4: 27,987 shares; 2026Q1: 29,140 shares; 2026Q2: 172,855 shares 172,855 $16.7M 0.53% +143,715 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101,598 shares; 2025Q1: 718,882 shares; 2025Q2: 729,213 shares; 2025Q3: 476,230 shares; 2025Q4: 473,529 shares; 2026Q1: 473,062 shares; 2026Q2: 488,043 shares 488,043 $16.5M 0.52% +14,981 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 131,341 shares; 2025Q1: 201,035 shares; 2025Q2: 118,652 shares; 2025Q3: 144,531 shares; 2025Q4: 186,262 shares; 2026Q1: 151,624 shares; 2026Q2: 157,543 shares 157,543 $16.4M 0.51% +5,919 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 180,945 shares; 2025Q1: 288,093 shares; 2025Q2: 184,016 shares; 2025Q3: 201,801 shares; 2025Q4: 201,707 shares; 2026Q1: 211,079 shares; 2026Q2: 216,151 shares 216,151 $15.6M 0.49% +5,072 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 loaded; 2024Q4: 1,523 shares; 2025Q1: 20,181 shares; 2025Q2: 11,027 shares; 2025Q3: 12,790 shares; 2025Q4: 17,054 shares; 2026Q1: 14,875 shares; 2026Q2: 14,349 shares 14,349 $15.3M 0.48% -526 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 loaded; 2024Q4: 4,589 shares; 2025Q1: 17,044 shares; 2025Q2: 7,485 shares; 2025Q3: 6,549 shares; 2025Q4: 16,909 shares; 2026Q1: 17,067 shares; 2026Q2: 16,245 shares 16,245 $15.2M 0.48% -822 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,346 shares; 2026Q1: 21,326 shares; 2026Q2: 15,181 shares 15,181 $14.6M 0.46% -6,145 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,580 shares; 2025Q1: 509,156 shares; 2025Q2: 184,960 shares; 2025Q3: 113,066 shares; 2025Q4: 90,500 shares; 2026Q1: 55,840 shares; 2026Q2: 143,981 shares 143,981 $14.5M 0.46% +88,141 Timeline DFCF 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: not loaded; 2024Q4: not reported; 2025Q1: 664,928 shares; 2025Q2: 615,415 shares; 2025Q3: 555,655 shares; 2025Q4: 392,781 shares; 2026Q1: 373,245 shares; 2026Q2: 341,391 shares 341,391 $14.4M 0.45% -31,854 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 loaded; 2024Q4: 5,088 shares; 2025Q1: 35,124 shares; 2025Q2: 21,967 shares; 2025Q3: 22,269 shares; 2025Q4: 35,224 shares; 2026Q1: 33,767 shares; 2026Q2: 38,612 shares 38,612 $13.6M 0.43% +4,845 Timeline DFGX 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: not loaded; 2024Q4: not reported; 2025Q1: 197,015 shares; 2025Q2: 195,704 shares; 2025Q3: 216,185 shares; 2025Q4: 253,845 shares; 2026Q1: 253,119 shares; 2026Q2: 254,386 shares 254,386 $13.6M 0.43% +1,267 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 loaded; 2024Q4: 6,910 shares; 2025Q1: 70,097 shares; 2025Q2: 27,016 shares; 2025Q3: 25,611 shares; 2025Q4: 41,701 shares; 2026Q1: 42,250 shares; 2026Q2: 35,435 shares 35,435 $13.4M 0.42% -6,815 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 5,242 shares; 2025Q3: 6,703 shares; 2025Q4: 8,892 shares; 2026Q1: 20,841 shares; 2026Q2: 20,681 shares 20,681 $13.1M 0.41% -160 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 loaded; 2024Q4: 5,517 shares; 2025Q1: 20,901 shares; 2025Q2: 13,697 shares; 2025Q3: 10,226 shares; 2025Q4: 10,425 shares; 2026Q1: 10,803 shares; 2026Q2: 11,311 shares 11,311 $13.1M 0.41% +508 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: not loaded; 2024Q4: 1,389 shares; 2025Q1: 33,543 shares; 2025Q2: 16,946 shares; 2025Q3: 18,206 shares; 2025Q4: 31,057 shares; 2026Q1: 26,186 shares; 2026Q2: 143,416 shares 143,416 $12.4M 0.39% +117,230 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,484 shares; 2025Q2: 2,087 shares; 2025Q3: 2,672 shares; 2025Q4: 59,837 shares; 2026Q1: 59,774 shares; 2026Q2: 59,750 shares 59,750 $12.3M 0.39% -24 Timeline LGLV 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 loaded; 2024Q4: 60,907 shares; 2025Q1: 89,085 shares; 2025Q2: 57,768 shares; 2025Q3: 63,674 shares; 2025Q4: 63,141 shares; 2026Q1: 64,224 shares; 2026Q2: 67,220 shares 67,220 $12.2M 0.38% +2,996 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,752 shares; 2025Q1: 23,720 shares; 2025Q2: 16,608 shares; 2025Q3: 15,590 shares; 2025Q4: 19,233 shares; 2026Q1: 19,418 shares; 2026Q2: 21,148 shares 21,148 $11.9M 0.37% +1,730 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228,196 shares 228,196 $11.5M 0.36% new 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 loaded; 2024Q4: 8,394 shares; 2025Q1: 30,168 shares; 2025Q2: 13,640 shares; 2025Q3: 16,446 shares; 2025Q4: 32,981 shares; 2026Q1: 33,409 shares; 2026Q2: 34,253 shares 34,253 $11.2M 0.35% +844 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,334 shares; 2025Q3: 102,980 shares; 2025Q4: 131,986 shares; 2026Q1: 142,351 shares; 2026Q2: 111,572 shares 111,572 $11.2M 0.35% -30,779 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 172,255 shares; 2025Q2: 179,470 shares; 2025Q3: 104,001 shares; 2025Q4: 115,336 shares; 2026Q1: 119,419 shares; 2026Q2: 125,381 shares 125,381 $11.2M 0.35% +5,962 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: not loaded; 2024Q4: 4,858 shares; 2025Q1: 18,241 shares; 2025Q2: 14,991 shares; 2025Q3: 17,713 shares; 2025Q4: 31,611 shares; 2026Q1: 30,377 shares; 2026Q2: 29,517 shares 29,517 $10.9M 0.34% -860 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 143,864 shares; 2025Q1: 230,055 shares; 2025Q2: 134,049 shares; 2025Q3: 145,707 shares; 2025Q4: 197,454 shares; 2026Q1: 202,099 shares; 2026Q2: 207,417 shares 207,417 $10.7M 0.34% +5,318 Timeline DFEM 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: not loaded; 2024Q4: not reported; 2025Q1: 250,435 shares; 2025Q2: 252,704 shares; 2025Q3: 254,854 shares; 2025Q4: 316,648 shares; 2026Q1: 316,395 shares; 2026Q2: 261,963 shares 261,963 $10.6M 0.33% -54,432 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,245 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,821 shares; 2026Q2: 419,809 shares 419,809 $10.4M 0.33% +153,988 Timeline DISV 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: not loaded; 2024Q4: not reported; 2025Q1: 258,652 shares; 2025Q2: 256,853 shares; 2025Q3: 230,270 shares; 2025Q4: 241,914 shares; 2026Q1: 253,133 shares; 2026Q2: 257,883 shares 257,883 $10.3M 0.33% +4,750 Timeline JPST 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 loaded; 2024Q4: 9,308 shares; 2025Q1: 135,909 shares; 2025Q2: 114,426 shares; 2025Q3: 122,384 shares; 2025Q4: 197,512 shares; 2026Q1: 118,642 shares; 2026Q2: 202,837 shares 202,837 $10.3M 0.32% +84,195 Timeline IDEF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 314,266 shares 314,266 $9.99M 0.31% new 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: not loaded; 2024Q4: 13,404 shares; 2025Q1: 43,144 shares; 2025Q2: 22,453 shares; 2025Q3: 25,387 shares; 2025Q4: 28,513 shares; 2026Q1: 29,304 shares; 2026Q2: 28,711 shares 28,711 $9.85M 0.31% -593 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: not loaded; 2024Q4: 1,073 shares; 2025Q1: 10,307 shares; 2025Q2: 3,795 shares; 2025Q3: 4,279 shares; 2025Q4: 8,290 shares; 2026Q1: 7,775 shares; 2026Q2: 8,162 shares 8,162 $9.79M 0.31% +387 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 264,120 shares 264,120 $9.67M 0.3% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339,171 shares 339,171 $9.51M 0.3% new Timeline JEPI 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 loaded; 2024Q4: not reported; 2025Q1: 67,798 shares; 2025Q2: 52,601 shares; 2025Q3: 75,949 shares; 2025Q4: 137,504 shares; 2026Q1: 158,036 shares; 2026Q2: 167,848 shares 167,848 $9.48M 0.3% +9,812 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,274 shares; 2025Q4: 42,251 shares; 2026Q1: 38,278 shares; 2026Q2: 37,072 shares 37,072 $9.47M 0.3% -1,206 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 loaded; 2024Q4: 5,498 shares; 2025Q1: 16,898 shares; 2025Q2: 16,417 shares; 2025Q3: 16,361 shares; 2025Q4: 48,282 shares; 2026Q1: 38,652 shares; 2026Q2: 49,118 shares 49,118 $9.36M 0.29% +10,466 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 loaded; 2024Q4: 1,611 shares; 2025Q1: 21,163 shares; 2025Q2: 16,419 shares; 2025Q3: 20,780 shares; 2025Q4: 22,654 shares; 2026Q1: 20,983 shares; 2026Q2: 21,910 shares 21,910 $9.22M 0.29% +927 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: not loaded; 2024Q4: 38,789 shares; 2025Q1: 75,902 shares; 2025Q2: 27,540 shares; 2025Q3: 37,146 shares; 2025Q4: 53,531 shares; 2026Q1: 47,661 shares; 2026Q2: 38,618 shares 38,618 $9.14M 0.29% -9,043 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 263,440 shares; 2025Q1: 355,099 shares; 2025Q2: 246,521 shares; 2025Q3: 270,911 shares; 2025Q4: 269,639 shares; 2026Q1: 283,480 shares; 2026Q2: 301,498 shares 301,498 $9.05M 0.28% +18,018 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,672 shares; 2025Q2: 44,588 shares; 2025Q3: 52,072 shares; 2025Q4: 445,522 shares; 2026Q1: 274,310 shares; 2026Q2: 282,534 shares 282,534 $8.96M 0.28% +8,224 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,676 shares; 2025Q2: 5,090 shares; 2025Q3: 6,768 shares; 2025Q4: 70,073 shares; 2026Q1: 50,667 shares; 2026Q2: 55,688 shares 55,688 $8.8M 0.28% +5,021 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,706 shares; 2025Q1: 139,802 shares; 2025Q2: 110,233 shares; 2025Q3: 119,103 shares; 2025Q4: 120,206 shares; 2026Q1: 128,410 shares; 2026Q2: 203,697 shares 203,697 $8.64M 0.27% +75,287 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,710 shares; 2025Q3: 288,284 shares; 2025Q4: 305,200 shares; 2026Q1: 332,831 shares; 2026Q2: 198,520 shares 198,520 $8.56M 0.27% -134,311 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,494 shares; 2025Q2: 13,537 shares; 2025Q3: 8,491 shares; 2025Q4: 40,976 shares; 2026Q1: 24,934 shares; 2026Q2: 105,737 shares 105,737 $8.52M 0.27% +80,803 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,354 shares; 2025Q1: 58,124 shares; 2025Q2: 28,006 shares; 2025Q3: 34,715 shares; 2025Q4: 34,331 shares; 2026Q1: 31,668 shares; 2026Q2: 43,633 shares 43,633 $8.28M 0.26% +11,965 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165,611 shares 165,611 $8.24M 0.26% new Timeline NEAR 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 loaded; 2024Q4: 143,657 shares; 2025Q1: 187,958 shares; 2025Q2: 135,204 shares; 2025Q3: 145,480 shares; 2025Q4: 145,743 shares; 2026Q1: 151,455 shares; 2026Q2: 159,942 shares 159,942 $8.1M 0.25% +8,487 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 loaded; 2024Q4: 26,456 shares; 2025Q1: 49,988 shares; 2025Q2: 22,439 shares; 2025Q3: 35,296 shares; 2025Q4: 59,106 shares; 2026Q1: 61,232 shares; 2026Q2: 67,927 shares 67,927 $7.98M 0.25% +6,695 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: not loaded; 2024Q4: 5,906 shares; 2025Q1: 33,175 shares; 2025Q2: 16,672 shares; 2025Q3: 20,895 shares; 2025Q4: 22,176 shares; 2026Q1: 22,259 shares; 2026Q2: 22,540 shares 22,540 $7.95M 0.25% +281 Timeline GGOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157,637 shares 157,637 $7.93M 0.25% new 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 loaded; 2024Q4: 4,897 shares; 2025Q1: 21,111 shares; 2025Q2: 10,986 shares; 2025Q3: 10,364 shares; 2025Q4: 13,641 shares; 2026Q1: 13,469 shares; 2026Q2: 13,569 shares 13,569 $7.88M 0.25% +100 Timeline DIHP 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: not loaded; 2024Q4: not reported; 2025Q1: 200,454 shares; 2025Q2: 199,066 shares; 2025Q3: 206,061 shares; 2025Q4: 224,009 shares; 2026Q1: 231,603 shares; 2026Q2: 230,650 shares 230,650 $7.87M 0.25% -953 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 loaded; 2024Q4: 9,446 shares; 2025Q1: 32,018 shares; 2025Q2: 16,757 shares; 2025Q3: 20,463 shares; 2025Q4: 28,845 shares; 2026Q1: 28,331 shares; 2026Q2: 30,960 shares 30,960 $7.86M 0.25% +2,629 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 94,383 shares; 2025Q2: 96,566 shares; 2025Q3: 56,414 shares; 2025Q4: 63,366 shares; 2026Q1: 67,175 shares; 2026Q2: 70,949 shares 70,949 $7.82M 0.25% +3,774 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,911 shares; 2025Q1: 50,119 shares; 2025Q2: 19,905 shares; 2025Q3: 24,518 shares; 2025Q4: 29,043 shares; 2026Q1: 29,051 shares; 2026Q2: 28,680 shares 28,680 $7.8M 0.25% -371 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,614 shares; 2025Q1: 263,449 shares; 2025Q2: 263,975 shares; 2025Q3: 265,741 shares; 2025Q4: 270,675 shares; 2026Q1: 251,606 shares; 2026Q2: 247,381 shares 247,381 $7.69M 0.24% -4,225 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: not loaded; 2024Q4: 78,439 shares; 2025Q1: 114,697 shares; 2025Q2: 32,720 shares; 2025Q3: 32,762 shares; 2025Q4: 31,742 shares; 2026Q1: 32,102 shares; 2026Q2: 29,147 shares 29,147 $7.35M 0.23% -2,955 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 152,460 shares; 2025Q1: 285,959 shares; 2025Q2: 165,633 shares; 2025Q3: 215,668 shares; 2025Q4: 193,915 shares; 2026Q1: 117,418 shares; 2026Q2: 117,737 shares 117,737 $7.25M 0.23% +319 Timeline VBK 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 loaded; 2024Q4: 2,363 shares; 2025Q1: 27,184 shares; 2025Q2: 27,966 shares; 2025Q3: 16,139 shares; 2025Q4: 19,533 shares; 2026Q1: 19,197 shares; 2026Q2: 19,695 shares 19,695 $7.2M 0.23% +498 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,767 shares; 2025Q2: 6,375 shares; 2025Q3: 11,731 shares; 2025Q4: 9,982 shares; 2026Q1: 9,902 shares; 2026Q2: 10,885 shares 10,885 $7.14M 0.22% +983 Timeline VOT 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 loaded; 2024Q4: not reported; 2025Q1: 28,166 shares; 2025Q2: 29,216 shares; 2025Q3: 17,373 shares; 2025Q4: 20,785 shares; 2026Q1: 21,101 shares; 2026Q2: 22,278 shares 22,278 $6.82M 0.21% +1,177 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 loaded; 2024Q4: 2,368 shares; 2025Q1: 17,743 shares; 2025Q2: 17,144 shares; 2025Q3: 18,536 shares; 2025Q4: 30,301 shares; 2026Q1: 18,356 shares; 2026Q2: 18,393 shares 18,393 $6.78M 0.21% +37 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 loaded; 2024Q4: 7,038 shares; 2025Q1: 15,692 shares; 2025Q2: 9,372 shares; 2025Q3: 11,136 shares; 2025Q4: 11,878 shares; 2026Q1: 12,711 shares; 2026Q2: 13,174 shares 13,174 $6.77M 0.21% +463 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 17,894 shares; 2025Q2: 10,407 shares; 2025Q3: 7,494 shares; 2025Q4: 7,728 shares; 2026Q1: 8,500 shares; 2026Q2: 8,476 shares 8,476 $6.74M 0.21% -24 Timeline HELO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,796 shares; 2025Q4: 96,681 shares; 2026Q1: 99,081 shares; 2026Q2: 98,325 shares 98,325 $6.64M 0.21% -756 Timeline VBR 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 loaded; 2024Q4: 2,675 shares; 2025Q1: 27,512 shares; 2025Q2: 28,825 shares; 2025Q3: 18,077 shares; 2025Q4: 24,829 shares; 2026Q1: 25,689 shares; 2026Q2: 26,804 shares 26,804 $6.51M 0.2% +1,115 Timeline MINT 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 loaded; 2024Q4: not reported; 2025Q1: 25,067 shares; 2025Q2: 33,692 shares; 2025Q3: 37,151 shares; 2025Q4: 62,960 shares; 2026Q1: 56,805 shares; 2026Q2: 64,340 shares 64,340 $6.49M 0.2% +7,535 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: not loaded; 2024Q4: 42,656 shares; 2025Q1: 301,329 shares; 2025Q2: 47,347 shares; 2025Q3: 97,291 shares; 2025Q4: 98,999 shares; 2026Q1: 100,046 shares; 2026Q2: 103,872 shares 103,872 $6.36M 0.2% +3,826 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 loaded; 2024Q4: 2,122 shares; 2025Q1: 22,802 shares; 2025Q2: 13,076 shares; 2025Q3: 14,067 shares; 2025Q4: 24,985 shares; 2026Q1: 24,484 shares; 2026Q2: 24,957 shares 24,957 $6.28M 0.2% +473 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,048 shares 67,048 $6.04M 0.19% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,569 shares; 2025Q2: not reported; 2025Q3: 38,925 shares; 2025Q4: 37,682 shares; 2026Q1: 32,228 shares; 2026Q2: 33,692 shares 33,692 $5.85M 0.18% +1,464 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 loaded; 2024Q4: 6,053 shares; 2025Q1: 53,841 shares; 2025Q2: 47,883 shares; 2025Q3: 43,621 shares; 2025Q4: 52,488 shares; 2026Q1: 49,545 shares; 2026Q2: 49,256 shares 49,256 $5.75M 0.18% -289 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,117 shares; 2025Q2: 50,802 shares; 2025Q3: 68,996 shares; 2025Q4: 95,648 shares; 2026Q1: 97,878 shares; 2026Q2: 93,077 shares 93,077 $5.72M 0.18% -4,801 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,587 shares; 2026Q2: 167,891 shares 167,891 $5.61M 0.18% +304 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 loaded; 2024Q4: 2,687 shares; 2025Q1: 4,988 shares; 2025Q2: 2,361 shares; 2025Q3: 3,210 shares; 2025Q4: 4,705 shares; 2026Q1: 5,098 shares; 2026Q2: 5,456 shares 5,456 $5.52M 0.17% +358 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,684 shares; 2026Q1: 106,957 shares; 2026Q2: 106,805 shares 106,805 $5.29M 0.17% -152 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 70,680 shares; 2025Q2: 63,715 shares; 2025Q3: 64,668 shares; 2025Q4: 71,972 shares; 2026Q1: 69,378 shares; 2026Q2: 68,791 shares 68,791 $5.21M 0.16% -587 Timeline MGK 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: not loaded; 2024Q4: 6,465 shares; 2025Q1: 11,021 shares; 2025Q2: 9,109 shares; 2025Q3: 9,357 shares; 2025Q4: 10,701 shares; 2026Q1: 11,330 shares; 2026Q2: 58,993 shares 58,993 $5.19M 0.16% +47,663 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,420 shares; 2025Q1: 78,317 shares; 2025Q2: 126,439 shares; 2025Q3: 131,404 shares; 2025Q4: 131,295 shares; 2026Q1: 49,166 shares; 2026Q2: 103,938 shares 103,938 $5.12M 0.16% +54,772 Timeline VDC 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: not loaded; 2024Q4: 22,484 shares; 2025Q1: 37,218 shares; 2025Q2: 23,187 shares; 2025Q3: 28,057 shares; 2025Q4: 32,365 shares; 2026Q1: 21,982 shares; 2026Q2: 22,554 shares 22,554 $5.09M 0.16% +572 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 loaded; 2024Q4: 10,966 shares; 2025Q1: 22,376 shares; 2025Q2: 11,561 shares; 2025Q3: 20,103 shares; 2025Q4: 33,019 shares; 2026Q1: 30,895 shares; 2026Q2: 30,329 shares 30,329 $5.03M 0.16% -566 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 118,695 shares; 2025Q2: 121,643 shares; 2025Q3: 71,449 shares; 2025Q4: 125,473 shares; 2026Q1: 129,344 shares; 2026Q2: 131,940 shares 131,940 $5.02M 0.16% +2,596 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: not loaded; 2024Q4: not reported; 2025Q1: 5,232 shares; 2025Q2: 2,350 shares; 2025Q3: 3,966 shares; 2025Q4: 17,512 shares; 2026Q1: 19,605 shares; 2026Q2: 17,748 shares 17,748 $4.99M 0.16% -1,857 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189,139 shares 189,139 $4.99M 0.16% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,697 shares; 2025Q2: 11,150 shares; 2025Q3: 9,655 shares; 2025Q4: 10,656 shares; 2026Q1: 11,012 shares; 2026Q2: 16,675 shares 16,675 $4.97M 0.16% +5,663 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,361 shares; 2025Q1: 7,058 shares; 2025Q2: 4,806 shares; 2025Q3: 5,153 shares; 2025Q4: 6,944 shares; 2026Q1: 7,029 shares; 2026Q2: 10,296 shares 10,296 $4.92M 0.15% +3,267 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,105 shares; 2025Q1: 46,238 shares; 2025Q2: 34,529 shares; 2025Q3: 37,804 shares; 2025Q4: 40,649 shares; 2026Q1: 44,441 shares; 2026Q2: 49,740 shares 49,740 $4.8M 0.15% +5,299 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352,678 shares; 2025Q4: 371,982 shares; 2026Q1: 401,743 shares; 2026Q2: 443,370 shares 443,370 $4.73M 0.15% +41,627 Timeline IGBH 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 loaded; 2024Q4: 137,321 shares; 2025Q1: 137,095 shares; 2025Q2: 140,111 shares; 2025Q3: 140,400 shares; 2025Q4: 143,823 shares; 2026Q1: 153,519 shares; 2026Q2: 190,387 shares 190,387 $4.68M 0.15% +36,868 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,536 shares; 2025Q3: 85,179 shares; 2025Q4: 93,233 shares; 2026Q1: 49,699 shares; 2026Q2: 49,274 shares 49,274 $4.6M 0.14% -425 Timeline DEHP 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: not loaded; 2024Q4: not reported; 2025Q1: 103,921 shares; 2025Q2: 104,017 shares; 2025Q3: 103,457 shares; 2025Q4: 110,638 shares; 2026Q1: 110,575 shares; 2026Q2: 105,047 shares 105,047 $4.49M 0.14% -5,528 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: not loaded; 2024Q4: not reported; 2025Q1: 3,458 shares; 2025Q2: 1,205 shares; 2025Q3: 3,265 shares; 2025Q4: 4,703 shares; 2026Q1: 4,271 shares; 2026Q2: 36,520 shares 36,520 $4.36M 0.14% +32,249 Timeline DFEV 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: not loaded; 2024Q4: not reported; 2025Q1: 100,169 shares; 2025Q2: 99,612 shares; 2025Q3: 100,268 shares; 2025Q4: 110,721 shares; 2026Q1: 110,950 shares; 2026Q2: 102,048 shares 102,048 $4.35M 0.14% -8,902 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 loaded; 2024Q4: not reported; 2025Q1: 142,281 shares; 2025Q2: 79,080 shares; 2025Q3: 69,588 shares; 2025Q4: 73,744 shares; 2026Q1: 70,900 shares; 2026Q2: 70,903 shares 70,903 $4.31M 0.14% +3 Timeline RPV 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 loaded; 2024Q4: not reported; 2025Q1: 23,795 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,233 shares; 2026Q1: 37,844 shares; 2026Q2: 37,844 shares 37,844 $4.31M 0.14% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 22,911 shares; 2025Q2: 17,721 shares; 2025Q3: 23,136 shares; 2025Q4: 65,823 shares; 2026Q1: 41,712 shares; 2026Q2: 53,009 shares 53,009 $4.3M 0.14% +11,297 Timeline DFGR 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: not loaded; 2024Q4: not reported; 2025Q1: 118,432 shares; 2025Q2: 119,295 shares; 2025Q3: 124,504 shares; 2025Q4: 139,297 shares; 2026Q1: 146,346 shares; 2026Q2: 147,170 shares 147,170 $4.26M 0.13% +824 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 loaded; 2024Q4: 22,597 shares; 2025Q1: 68,885 shares; 2025Q2: 23,090 shares; 2025Q3: 36,721 shares; 2025Q4: 48,761 shares; 2026Q1: 48,764 shares; 2026Q2: 51,167 shares 51,167 $4.16M 0.13% +2,403 Timeline XMMO 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 loaded; 2024Q4: not reported; 2025Q1: 40,787 shares; 2025Q2: 15,392 shares; 2025Q3: 21,098 shares; 2025Q4: 26,396 shares; 2026Q1: 24,450 shares; 2026Q2: 24,126 shares 24,126 $4.1M 0.13% -324 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 loaded; 2024Q4: not reported; 2025Q1: 15,176 shares; 2025Q2: 9,319 shares; 2025Q3: 10,825 shares; 2025Q4: 37,092 shares; 2026Q1: 70,628 shares; 2026Q2: 71,827 shares 71,827 $4.09M 0.13% +1,199 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: not loaded; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,033 shares; 2025Q3: 9,595 shares; 2025Q4: 9,630 shares; 2026Q1: 6,715 shares; 2026Q2: 49,382 shares 49,382 $4.08M 0.13% +42,667 Timeline VOE 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 loaded; 2024Q4: not reported; 2025Q1: 24,842 shares; 2025Q2: 24,374 shares; 2025Q3: 14,370 shares; 2025Q4: 17,734 shares; 2026Q1: 18,796 shares; 2026Q2: 20,638 shares 20,638 $4.08M 0.13% +1,842 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 879 shares; 2025Q1: 3,728 shares; 2025Q2: 1,779 shares; 2025Q3: 1,900 shares; 2025Q4: 2,941 shares; 2026Q1: 2,607 shares; 2026Q2: 32,190 shares 32,190 $4M 0.13% +29,583 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,139 shares; 2025Q1: 167,025 shares; 2025Q2: 141,078 shares; 2025Q3: 162,480 shares; 2025Q4: 272,473 shares; 2026Q1: 86,325 shares; 2026Q2: 87,434 shares 87,434 $3.96M 0.12% +1,109 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 loaded; 2024Q4: 87,244 shares; 2025Q1: 175,906 shares; 2025Q2: 119,007 shares; 2025Q3: 140,185 shares; 2025Q4: 84,822 shares; 2026Q1: 83,362 shares; 2026Q2: 18,020 shares 18,020 $3.95M 0.12% -65,342 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: not loaded; 2024Q4: not reported; 2025Q1: 34,165 shares; 2025Q2: not reported; 2025Q3: 15,853 shares; 2025Q4: 89,814 shares; 2026Q1: 85,673 shares; 2026Q2: 108,050 shares 108,050 $3.95M 0.12% +22,377 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 loaded; 2024Q4: not reported; 2025Q1: 35,404 shares; 2025Q2: 15,834 shares; 2025Q3: 17,494 shares; 2025Q4: 33,265 shares; 2026Q1: 34,445 shares; 2026Q2: 28,195 shares 28,195 $3.94M 0.12% -6,250 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 95,431 shares; 2025Q2: 99,248 shares; 2025Q3: 141,111 shares; 2025Q4: 231,186 shares; 2026Q1: 135,407 shares; 2026Q2: 141,060 shares 141,060 $3.91M 0.12% +5,653 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,812 shares; 2025Q1: 13,395 shares; 2025Q2: 6,948 shares; 2025Q3: 9,265 shares; 2025Q4: 9,524 shares; 2026Q1: 9,636 shares; 2026Q2: 9,384 shares 9,384 $3.9M 0.12% -252 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 loaded; 2024Q4: 8,434 shares; 2025Q1: 9,243 shares; 2025Q2: 4,148 shares; 2025Q3: 3,316 shares; 2025Q4: 7,620 shares; 2026Q1: 8,767 shares; 2026Q2: 12,865 shares 12,865 $3.87M 0.12% +4,098 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,201 shares; 2025Q1: 64,177 shares; 2025Q2: 39,081 shares; 2025Q3: 45,990 shares; 2025Q4: 41,243 shares; 2026Q1: 42,618 shares; 2026Q2: 40,351 shares 40,351 $3.85M 0.12% -2,267 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 110,721 shares; 2025Q2: 88,909 shares; 2025Q3: 91,250 shares; 2025Q4: 114,931 shares; 2026Q1: 109,072 shares; 2026Q2: 104,411 shares 104,411 $3.84M 0.12% -4,661 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 loaded; 2024Q4: not reported; 2025Q1: 4,781 shares; 2025Q2: 6,264 shares; 2025Q3: 2,686 shares; 2025Q4: 14,437 shares; 2026Q1: 14,533 shares; 2026Q2: 21,124 shares 21,124 $3.82M 0.12% +6,591 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,410 shares; 2025Q1: 102,018 shares; 2025Q2: 50,020 shares; 2025Q3: 59,248 shares; 2025Q4: 88,961 shares; 2026Q1: 81,780 shares; 2026Q2: 48,061 shares 48,061 $3.82M 0.12% -33,719 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: not loaded; 2024Q4: 5,077 shares; 2025Q1: 8,436 shares; 2025Q2: 3,850 shares; 2025Q3: 6,833 shares; 2025Q4: 10,765 shares; 2026Q1: 10,556 shares; 2026Q2: 10,500 shares 10,500 $3.8M 0.12% -56 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 840 shares; 2025Q1: 6,667 shares; 2025Q2: 4,308 shares; 2025Q3: 4,721 shares; 2025Q4: 6,705 shares; 2026Q1: 7,322 shares; 2026Q2: 7,357 shares 7,357 $3.75M 0.12% +35 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 48,707 shares; 2025Q2: 50,349 shares; 2025Q3: 30,040 shares; 2025Q4: 33,649 shares; 2026Q1: 35,184 shares; 2026Q2: 36,346 shares 36,346 $3.72M 0.12% +1,162 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,887 shares; 2026Q1: 42,858 shares; 2026Q2: 48,295 shares 48,295 $3.7M 0.12% +5,437 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,146 shares; 2025Q2: 14,954 shares; 2025Q3: 13,417 shares; 2025Q4: 16,641 shares; 2026Q1: 17,168 shares; 2026Q2: 16,904 shares 16,904 $3.69M 0.12% -264 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: not loaded; 2024Q4: not reported; 2025Q1: 10,667 shares; 2025Q2: 10,297 shares; 2025Q3: 10,678 shares; 2025Q4: 13,428 shares; 2026Q1: 15,079 shares; 2026Q2: 22,778 shares 22,778 $3.61M 0.11% +7,699 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 loaded; 2024Q4: not reported; 2025Q1: 7,262 shares; 2025Q2: 3,893 shares; 2025Q3: 4,231 shares; 2025Q4: 4,794 shares; 2026Q1: 4,182 shares; 2026Q2: 4,621 shares 4,621 $3.53M 0.11% +439 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,085 shares; 2026Q1: 22,880 shares; 2026Q2: 22,560 shares 22,560 $3.47M 0.11% -320 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 loaded; 2024Q4: 140,662 shares; 2025Q1: 22,311 shares; 2025Q2: 16,983 shares; 2025Q3: 18,203 shares; 2025Q4: 19,863 shares; 2026Q1: 20,345 shares; 2026Q2: 21,066 shares 21,066 $3.46M 0.11% +721 Timeline SDVD 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 loaded; 2024Q4: not reported; 2025Q1: 52,067 shares; 2025Q2: 65,265 shares; 2025Q3: 91,647 shares; 2025Q4: 106,304 shares; 2026Q1: 126,684 shares; 2026Q2: 149,469 shares 149,469 $3.45M 0.11% +22,785 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 960,278 shares; 2025Q1: 1,136,753 shares; 2025Q2: 74,331 shares; 2025Q3: 87,633 shares; 2025Q4: 124,602 shares; 2026Q1: 134,724 shares; 2026Q2: 148,950 shares 148,950 $3.45M 0.11% +14,226 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: not loaded; 2024Q4: 6,688 shares; 2025Q1: 20,984 shares; 2025Q2: 19,882 shares; 2025Q3: 16,825 shares; 2025Q4: 78,760 shares; 2026Q1: 87,680 shares; 2026Q2: 48,069 shares 48,069 $3.42M 0.11% -39,611 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,952 shares; 2025Q1: 42,628 shares; 2025Q2: 17,702 shares; 2025Q3: 22,169 shares; 2025Q4: 24,959 shares; 2026Q1: 24,223 shares; 2026Q2: 23,153 shares 23,153 $3.4M 0.11% -1,070 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133,842 shares; 2025Q1: 139,201 shares; 2025Q2: 105,569 shares; 2025Q3: 114,990 shares; 2025Q4: 141,860 shares; 2026Q1: 159,223 shares; 2026Q2: 64,083 shares 64,083 $3.35M 0.11% -95,140 Timeline FTSM 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 loaded; 2024Q4: not reported; 2025Q1: 8,079 shares; 2025Q2: 4,472 shares; 2025Q3: 5,958 shares; 2025Q4: 74,000 shares; 2026Q1: 47,256 shares; 2026Q2: 54,804 shares 54,804 $3.27M 0.1% +7,548 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 309,569 shares; 2025Q4: 333,371 shares; 2026Q1: 268,902 shares; 2026Q2: 298,689 shares 298,689 $3.26M 0.1% +29,787 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: not loaded; 2024Q4: not reported; 2025Q1: 1,788 shares; 2025Q2: not reported; 2025Q3: 1,007 shares; 2025Q4: 16,292 shares; 2026Q1: 3,069 shares; 2026Q2: 13,434 shares 13,434 $3.26M 0.1% +10,365 Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 343,282 shares; 2025Q2: not reported; 2025Q3: 159,654 shares; 2025Q4: 154,649 shares; 2026Q1: 153,349 shares; 2026Q2: 146,569 shares 146,569 $3.23M 0.1% -6,780 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 loaded; 2024Q4: 4,690 shares; 2025Q1: 13,102 shares; 2025Q2: not reported; 2025Q3: 7,262 shares; 2025Q4: 7,421 shares; 2026Q1: 6,978 shares; 2026Q2: 7,406 shares 7,406 $3.21M 0.1% +428 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,091 shares; 2026Q1: 4,500 shares; 2026Q2: 28,863 shares 28,863 $3.16M 0.1% +24,363 Timeline SPGP 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 loaded; 2024Q4: 10,600 shares; 2025Q1: 21,200 shares; 2025Q2: not reported; 2025Q3: 21,991 shares; 2025Q4: 23,059 shares; 2026Q1: 24,364 shares; 2026Q2: 25,612 shares 25,612 $3.13M 0.1% +1,248 Timeline VRP 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 loaded; 2024Q4: not reported; 2025Q1: 220,070 shares; 2025Q2: 17,877 shares; 2025Q3: 107,356 shares; 2025Q4: 114,364 shares; 2026Q1: 116,794 shares; 2026Q2: 128,811 shares 128,811 $3.13M 0.1% +12,017 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,214 shares; 2025Q2: 3,972 shares; 2025Q3: 2,579 shares; 2025Q4: 3,972 shares; 2026Q1: 4,091 shares; 2026Q2: 4,240 shares 4,240 $3.02M 0.1% +149 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: not loaded; 2024Q4: not reported; 2025Q1: 5,253 shares; 2025Q2: 4,402 shares; 2025Q3: 4,495 shares; 2025Q4: 4,606 shares; 2026Q1: 5,273 shares; 2026Q2: 15,833 shares 15,833 $2.93M 0.09% +10,560 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: not loaded; 2024Q4: 265 shares; 2025Q1: 2,866 shares; 2025Q2: 2,153 shares; 2025Q3: 1,714 shares; 2025Q4: 27,449 shares; 2026Q1: 38,125 shares; 2026Q2: 40,508 shares 40,508 $2.89M 0.09% +2,383 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: not loaded; 2024Q4: not reported; 2025Q1: 11,442 shares; 2025Q2: 5,814 shares; 2025Q3: 23,815 shares; 2025Q4: 18,010 shares; 2026Q1: 19,434 shares; 2026Q2: 21,605 shares 21,605 $2.88M 0.09% +2,171 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,818 shares 42,818 $2.85M 0.09% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,490 shares; 2025Q2: 3,062 shares; 2025Q3: 3,692 shares; 2025Q4: 6,866 shares; 2026Q1: 8,220 shares; 2026Q2: 9,341 shares 9,341 $2.83M 0.09% +1,121 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 50,689 shares; 2026Q2: 48,979 shares 48,979 $2.82M 0.09% -1,710 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,706 shares; 2026Q2: 52,923 shares 52,923 $2.79M 0.09% -783 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 1,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,923 shares; 2026Q1: 11,847 shares; 2026Q2: 11,564 shares 11,564 $2.75M 0.09% -283 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 445 shares; 2025Q4: 636 shares; 2026Q1: 571 shares; 2026Q2: 3,872 shares 3,872 $2.72M 0.09% +3,301 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,039 shares; 2025Q1: 124,827 shares; 2025Q2: 52,014 shares; 2025Q3: 91,141 shares; 2025Q4: 113,598 shares; 2026Q1: 114,028 shares; 2026Q2: 112,680 shares 112,680 $2.71M 0.09% -1,348 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,561 shares; 2025Q1: 18,595 shares; 2025Q2: 6,954 shares; 2025Q3: 9,383 shares; 2025Q4: 20,511 shares; 2026Q1: 19,738 shares; 2026Q2: 19,991 shares 19,991 $2.71M 0.09% +253 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,332 shares; 2025Q1: 19,533 shares; 2025Q2: 8,464 shares; 2025Q3: 9,043 shares; 2025Q4: 32,018 shares; 2026Q1: 31,389 shares; 2026Q2: 31,044 shares 31,044 $2.7M 0.08% -345 Timeline YNOT HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,962 shares; 2026Q2: 79,815 shares 79,815 $2.64M 0.08% +853 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 loaded; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 1,079 shares; 2025Q3: 1,070 shares; 2025Q4: 5,897 shares; 2026Q1: 5,876 shares; 2026Q2: 6,175 shares 6,175 $2.63M 0.08% +299 Timeline PRFZ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,617 shares; 2026Q1: 44,239 shares; 2026Q2: 46,443 shares 46,443 $2.59M 0.08% +2,204 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,968 shares; 2025Q1: 14,516 shares; 2025Q2: 5,641 shares; 2025Q3: 9,214 shares; 2025Q4: 9,907 shares; 2026Q1: 9,611 shares; 2026Q2: 8,557 shares 8,557 $2.55M 0.08% -1,054 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,521 shares; 2025Q2: not reported; 2025Q3: 4,897 shares; 2025Q4: 29,585 shares; 2026Q1: 24,964 shares; 2026Q2: 33,729 shares 33,729 $2.54M 0.08% +8,765 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: not loaded; 2024Q4: not reported; 2025Q1: 6,744 shares; 2025Q2: 6,650 shares; 2025Q3: 13,357 shares; 2025Q4: 17,099 shares; 2026Q1: 24,585 shares; 2026Q2: 29,656 shares 29,656 $2.54M 0.08% +5,071 Timeline KBWB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,226 shares; 2026Q1: 28,320 shares; 2026Q2: 27,153 shares 27,153 $2.52M 0.08% -1,167 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,182 shares; 2025Q2: 10,728 shares; 2025Q3: 12,439 shares; 2025Q4: 57,820 shares; 2026Q1: 54,403 shares; 2026Q2: 49,164 shares 49,164 $2.49M 0.08% -5,239 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: not loaded; 2024Q4: not reported; 2025Q1: 9,484 shares; 2025Q2: 6,802 shares; 2025Q3: 8,547 shares; 2025Q4: 11,004 shares; 2026Q1: 11,495 shares; 2026Q2: 16,943 shares 16,943 $2.48M 0.08% +5,448 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 loaded; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 2,082 shares; 2025Q3: 4,083 shares; 2025Q4: 9,198 shares; 2026Q1: 10,116 shares; 2026Q2: 6,634 shares 6,634 $2.48M 0.08% -3,482 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 151,450 shares; 2025Q1: 241,833 shares; 2025Q2: 100,568 shares; 2025Q3: 167,986 shares; 2025Q4: 154,385 shares; 2026Q1: 166,106 shares; 2026Q2: 168,750 shares 168,750 $2.44M 0.08% +2,644 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 loaded; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 2,223 shares; 2025Q3: 7,328 shares; 2025Q4: 23,068 shares; 2026Q1: 20,118 shares; 2026Q2: 20,606 shares 20,606 $2.35M 0.07% +488 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,602 shares; 2025Q2: 69,873 shares; 2025Q3: 68,012 shares; 2025Q4: 70,080 shares; 2026Q1: 65,785 shares; 2026Q2: 64,872 shares 64,872 $2.35M 0.07% -913 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391 shares; 2025Q3: 527 shares; 2025Q4: 1,775 shares; 2026Q1: 1,974 shares; 2026Q2: 1,992 shares 1,992 $2.34M 0.07% +18 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,787 shares; 2025Q1: 14,031 shares; 2025Q2: 6,474 shares; 2025Q3: 8,517 shares; 2025Q4: 8,355 shares; 2026Q1: 8,346 shares; 2026Q2: 8,631 shares 8,631 $2.33M 0.07% +285 Timeline RDIV 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 loaded; 2024Q4: not reported; 2025Q1: 4,970 shares; 2025Q2: 16,704 shares; 2025Q3: 15,829 shares; 2025Q4: 14,664 shares; 2026Q1: 14,664 shares; 2026Q2: 39,645 shares 39,645 $2.3M 0.07% +24,981 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: not loaded; 2024Q4: 7,450 shares; 2025Q1: 22,907 shares; 2025Q2: 16,469 shares; 2025Q3: 16,903 shares; 2025Q4: 31,087 shares; 2026Q1: 31,203 shares; 2026Q2: 31,908 shares 31,908 $2.3M 0.07% +705 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 loaded; 2024Q4: 52,625 shares; 2025Q1: 111,384 shares; 2025Q2: 87,073 shares; 2025Q3: 83,509 shares; 2025Q4: 102,942 shares; 2026Q1: 101,823 shares; 2026Q2: 110,475 shares 110,475 $2.29M 0.07% +8,652 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,438 shares; 2026Q1: 2,803 shares; 2026Q2: 3,562 shares 3,562 $2.28M 0.07% +759 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,995 shares; 2025Q1: 26,993 shares; 2025Q2: 21,816 shares; 2025Q3: 19,052 shares; 2025Q4: 28,344 shares; 2026Q1: 27,663 shares; 2026Q2: 29,389 shares 29,389 $2.27M 0.07% +1,726 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: not loaded; 2024Q4: not reported; 2025Q1: 46,352 shares; 2025Q2: 25,656 shares; 2025Q3: 37,194 shares; 2025Q4: 53,607 shares; 2026Q1: 56,978 shares; 2026Q2: 52,839 shares 52,839 $2.24M 0.07% -4,139 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: not loaded; 2024Q4: not reported; 2025Q1: 15,971 shares; 2025Q2: not reported; 2025Q3: 13,057 shares; 2025Q4: 51,057 shares; 2026Q1: 50,481 shares; 2026Q2: 51,740 shares 51,740 $2.23M 0.07% +1,259 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,605 shares; 2026Q1: 9,585 shares; 2026Q2: 8,983 shares 8,983 $2.2M 0.07% -602 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 37,266 shares; 2025Q2: 17,432 shares; 2025Q3: 26,138 shares; 2025Q4: 27,076 shares; 2026Q1: 26,930 shares; 2026Q2: 23,360 shares 23,360 $2.19M 0.07% -3,570 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,280 shares; 2025Q1: 26,737 shares; 2025Q2: 26,345 shares; 2025Q3: 26,101 shares; 2025Q4: 49,262 shares; 2026Q1: 39,819 shares; 2026Q2: 35,989 shares 35,989 $2.17M 0.07% -3,830 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: not loaded; 2024Q4: 2,762 shares; 2025Q1: 18,926 shares; 2025Q2: 5,048 shares; 2025Q3: 6,206 shares; 2025Q4: 8,494 shares; 2026Q1: 8,569 shares; 2026Q2: 8,010 shares 8,010 $2.17M 0.07% -559 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,951 shares; 2026Q1: 29,208 shares; 2026Q2: 26,160 shares 26,160 $2.15M 0.07% -3,048 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,801 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,159 shares; 2026Q2: 37,166 shares 37,166 $2.14M 0.07% +1,007 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,059 shares; 2025Q2: 2,508 shares; 2025Q3: 3,592 shares; 2025Q4: 23,001 shares; 2026Q1: 14,786 shares; 2026Q2: 76,921 shares 76,921 $2.11M 0.07% +62,135 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,534 shares; 2025Q1: 130,495 shares; 2025Q2: not reported; 2025Q3: 61,190 shares; 2025Q4: 60,085 shares; 2026Q1: 60,085 shares; 2026Q2: 60,735 shares 60,735 $2.11M 0.07% +650 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,713 shares; 2025Q1: 9,447 shares; 2025Q2: 5,119 shares; 2025Q3: 5,893 shares; 2025Q4: 5,671 shares; 2026Q1: 5,511 shares; 2026Q2: 6,107 shares 6,107 $2.08M 0.07% +596 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,117 shares; 2026Q2: 80,151 shares 80,151 $2.08M 0.07% +59,034 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,573 shares; 2026Q1: 21,692 shares; 2026Q2: 21,619 shares 21,619 $2.03M 0.06% -73 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49,509 shares; 2025Q2: 29,573 shares; 2025Q3: 26,116 shares; 2025Q4: 33,612 shares; 2026Q1: 33,147 shares; 2026Q2: 34,854 shares 34,854 $2.03M 0.06% +1,707 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,267 shares; 2025Q1: 12,767 shares; 2025Q2: 46,841 shares; 2025Q3: 15,212 shares; 2025Q4: 17,877 shares; 2026Q1: 55,696 shares; 2026Q2: 61,851 shares 61,851 $2.01M 0.06% +6,155 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: not loaded; 2024Q4: 2,730 shares; 2025Q1: 6,706 shares; 2025Q2: 4,280 shares; 2025Q3: 4,438 shares; 2025Q4: 4,165 shares; 2026Q1: 17,435 shares; 2026Q2: 18,552 shares 18,552 $1.99M 0.06% +1,117 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,760 shares; 2025Q1: 49,531 shares; 2025Q2: 47,389 shares; 2025Q3: 22,735 shares; 2025Q4: 53,126 shares; 2026Q1: 36,314 shares; 2026Q2: 41,501 shares 41,501 $1.96M 0.06% +5,187 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,570 shares; 2026Q1: 10,072 shares; 2026Q2: 11,828 shares 11,828 $1.96M 0.06% +1,756 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,314 shares; 2025Q2: not reported; 2025Q3: 17,998 shares; 2025Q4: 18,443 shares; 2026Q1: 18,006 shares; 2026Q2: 19,112 shares 19,112 $1.94M 0.06% +1,106 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 loaded; 2024Q4: 5,359 shares; 2025Q1: 25,177 shares; 2025Q2: 8,882 shares; 2025Q3: 11,382 shares; 2025Q4: 22,219 shares; 2026Q1: 22,545 shares; 2026Q2: 15,024 shares 15,024 $1.93M 0.06% -7,521 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,003 shares; 2025Q1: 5,374 shares; 2025Q2: 3,411 shares; 2025Q3: 3,580 shares; 2025Q4: 5,519 shares; 2026Q1: 6,052 shares; 2026Q2: 6,145 shares 6,145 $1.92M 0.06% +93 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: not loaded; 2024Q4: not reported; 2025Q1: 16,397 shares; 2025Q2: 12,534 shares; 2025Q3: 10,045 shares; 2025Q4: 18,711 shares; 2026Q1: 22,743 shares; 2026Q2: 26,191 shares 26,191 $1.92M 0.06% +3,448 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,463 shares; 2026Q1: 17,319 shares; 2026Q2: 19,501 shares 19,501 $1.92M 0.06% +2,182 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: not loaded; 2024Q4: not reported; 2025Q1: 3,850 shares; 2025Q2: 3,029 shares; 2025Q3: 3,350 shares; 2025Q4: 8,413 shares; 2026Q1: 8,501 shares; 2026Q2: 9,152 shares 9,152 $1.91M 0.06% +651 Timeline XLE 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 loaded; 2024Q4: 6,312 shares; 2025Q1: 18,529 shares; 2025Q2: 20,853 shares; 2025Q3: 17,578 shares; 2025Q4: 44,548 shares; 2026Q1: 41,735 shares; 2026Q2: 35,955 shares 35,955 $1.91M 0.06% -5,780 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 loaded; 2024Q4: not reported; 2025Q1: 12,863 shares; 2025Q2: not reported; 2025Q3: 9,681 shares; 2025Q4: 4,260 shares; 2026Q1: 5,413 shares; 2026Q2: 13,489 shares 13,489 $1.89M 0.06% +8,076 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 6,493 shares; 2025Q3: not reported; 2025Q4: 37,403 shares; 2026Q1: 32,799 shares; 2026Q2: 31,616 shares 31,616 $1.89M 0.06% -1,183 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30,757 shares; 2025Q2: 33,623 shares; 2025Q3: 35,933 shares; 2025Q4: 38,533 shares; 2026Q1: 43,497 shares; 2026Q2: 45,914 shares 45,914 $1.87M 0.06% +2,417 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,787 shares; 2025Q3: 145,724 shares; 2025Q4: 154,049 shares; 2026Q1: 37,836 shares; 2026Q2: 36,755 shares 36,755 $1.85M 0.06% -1,081 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,870 shares 26,870 $1.84M 0.06% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,880 shares; 2025Q2: 2,447 shares; 2025Q3: 2,062 shares; 2025Q4: 7,130 shares; 2026Q1: 2,515 shares; 2026Q2: 2,519 shares 2,519 $1.82M 0.06% +4 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: not loaded; 2024Q4: 9,211 shares; 2025Q1: 15,616 shares; 2025Q2: 23,111 shares; 2025Q3: 16,256 shares; 2025Q4: 28,106 shares; 2026Q1: 28,521 shares; 2026Q2: 33,798 shares 33,798 $1.81M 0.06% +5,277 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 26,285 shares; 2025Q2: 28,530 shares; 2025Q3: 28,680 shares; 2025Q4: 30,280 shares; 2026Q1: 35,717 shares; 2026Q2: 37,227 shares 37,227 $1.79M 0.06% +1,510 Timeline FJUL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,593 shares; 2026Q1: 29,935 shares; 2026Q2: 29,935 shares 29,935 $1.78M 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,527 shares; 2025Q1: 15,188 shares; 2025Q2: 7,606 shares; 2025Q3: 9,793 shares; 2025Q4: 9,683 shares; 2026Q1: 9,269 shares; 2026Q2: 37,129 shares 37,129 $1.76M 0.06% +27,860 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,489 shares; 2026Q1: 15,740 shares; 2026Q2: 15,990 shares 15,990 $1.76M 0.06% +250 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,093 shares 10,093 $1.72M 0.05% new 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 loaded; 2024Q4: 5,464 shares; 2025Q1: 23,286 shares; 2025Q2: 11,733 shares; 2025Q3: 11,579 shares; 2025Q4: 19,879 shares; 2026Q1: 18,897 shares; 2026Q2: 17,876 shares 17,876 $1.72M 0.05% -1,021 Timeline FTXL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,793 shares; 2026Q1: 5,592 shares; 2026Q2: 5,966 shares 5,966 $1.7M 0.05% +374 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 loaded; 2024Q4: 9,072 shares; 2025Q1: 13,788 shares; 2025Q2: 5,494 shares; 2025Q3: 8,781 shares; 2025Q4: 7,977 shares; 2026Q1: 7,924 shares; 2026Q2: 7,993 shares 7,993 $1.69M 0.05% +69 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,183 shares; 2025Q2: 6,436 shares; 2025Q3: 7,264 shares; 2025Q4: 17,777 shares; 2026Q1: 9,755 shares; 2026Q2: 11,570 shares 11,570 $1.69M 0.05% +1,815 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 67,970 shares; 2025Q2: 16,094 shares; 2025Q3: 37,128 shares; 2025Q4: 47,948 shares; 2026Q1: 39,135 shares; 2026Q2: 120,667 shares 120,667 $1.68M 0.05% +81,532 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,034 shares; 2025Q4: 5,284 shares; 2026Q1: 5,625 shares; 2026Q2: 4,984 shares 4,984 $1.67M 0.05% -641 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 12,364 shares; 2025Q3: 7,815 shares; 2025Q4: 8,803 shares; 2026Q1: 9,636 shares; 2026Q2: 10,117 shares 10,117 $1.67M 0.05% +481 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,219 shares; 2025Q1: 77,590 shares; 2025Q2: 46,806 shares; 2025Q3: 69,208 shares; 2025Q4: 68,431 shares; 2026Q1: 73,909 shares; 2026Q2: 73,115 shares 73,115 $1.63M 0.05% -794 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92,541 shares; 2025Q1: 155,124 shares; 2025Q2: 68,989 shares; 2025Q3: 102,273 shares; 2025Q4: 70,044 shares; 2026Q1: 69,551 shares; 2026Q2: 72,090 shares 72,090 $1.63M 0.05% +2,539 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,006 shares; 2025Q3: 2,258 shares; 2025Q4: 4,291 shares; 2026Q1: 21,528 shares; 2026Q2: 20,032 shares 20,032 $1.62M 0.05% -1,496 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,211 shares; 2026Q1: 21,040 shares; 2026Q2: 18,232 shares 18,232 $1.62M 0.05% -2,808 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,058 shares; 2025Q2: not reported; 2025Q3: 71,111 shares; 2025Q4: 72,996 shares; 2026Q1: 71,937 shares; 2026Q2: 78,569 shares 78,569 $1.62M 0.05% +6,632 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,286 shares; 2025Q2: not reported; 2025Q3: 14,084 shares; 2025Q4: 14,731 shares; 2026Q1: 15,708 shares; 2026Q2: 17,065 shares 17,065 $1.62M 0.05% +1,357 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 loaded; 2024Q4: 2,144 shares; 2025Q1: 15,222 shares; 2025Q2: 5,627 shares; 2025Q3: 7,968 shares; 2025Q4: 7,941 shares; 2026Q1: 7,695 shares; 2026Q2: 7,294 shares 7,294 $1.61M 0.05% -401 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,297 shares; 2025Q2: 7,656 shares; 2025Q3: 7,607 shares; 2025Q4: 11,994 shares; 2026Q1: 10,184 shares; 2026Q2: 10,529 shares 10,529 $1.6M 0.05% +345 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 13,842 shares; 2025Q3: 16,262 shares; 2025Q4: 10,205 shares; 2026Q1: 6,561 shares; 2026Q2: 15,625 shares 15,625 $1.6M 0.05% +9,064 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,624 shares; 2025Q1: 10,177 shares; 2025Q2: 5,126 shares; 2025Q3: 6,152 shares; 2025Q4: 6,480 shares; 2026Q1: 5,816 shares; 2026Q2: 8,619 shares 8,619 $1.59M 0.05% +2,803 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: not loaded; 2024Q4: 17,691 shares; 2025Q1: 25,092 shares; 2025Q2: 20,690 shares; 2025Q3: 21,076 shares; 2025Q4: 19,403 shares; 2026Q1: 18,297 shares; 2026Q2: 17,996 shares 17,996 $1.58M 0.05% -301 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 loaded; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 3,544 shares; 2025Q3: 2,483 shares; 2025Q4: 4,360 shares; 2026Q1: 4,699 shares; 2026Q2: 4,615 shares 4,615 $1.57M 0.05% -84 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,820 shares; 2025Q4: 84,629 shares; 2026Q1: 79,961 shares; 2026Q2: 87,785 shares 87,785 $1.57M 0.05% +7,824 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,719 shares; 2026Q1: 11,783 shares; 2026Q2: 14,431 shares 14,431 $1.56M 0.05% +2,648 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,910 shares 3,910 $1.55M 0.05% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,047 shares; 2026Q1: 33,542 shares; 2026Q2: 30,199 shares 30,199 $1.54M 0.05% -3,343 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,290 shares; 2025Q1: 12,058 shares; 2025Q2: 9,793 shares; 2025Q3: 7,884 shares; 2025Q4: 11,984 shares; 2026Q1: 9,172 shares; 2026Q2: 10,380 shares 10,380 $1.54M 0.05% +1,208 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 250,517 shares; 2025Q2: 258,351 shares; 2025Q3: 57,355 shares; 2025Q4: 41,107 shares; 2026Q1: 40,795 shares; 2026Q2: 59,812 shares 59,812 $1.53M 0.05% +19,017 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares; 2026Q2: 8,518 shares 8,518 $1.53M 0.05% +7,231 Timeline ACYN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73,142 shares 73,142 $1.52M 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,628 shares; 2025Q2: not reported; 2025Q3: 5,456 shares; 2025Q4: 17,163 shares; 2026Q1: 17,351 shares; 2026Q2: 17,590 shares 17,590 $1.52M 0.05% +239 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,815 shares; 2025Q1: 13,713 shares; 2025Q2: 6,966 shares; 2025Q3: 7,790 shares; 2025Q4: 7,469 shares; 2026Q1: 7,016 shares; 2026Q2: 6,814 shares 6,814 $1.52M 0.05% -202 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,543 shares; 2025Q2: 5,306 shares; 2025Q3: 9,183 shares; 2025Q4: 13,120 shares; 2026Q1: 13,173 shares; 2026Q2: 13,695 shares 13,695 $1.52M 0.05% +522 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 9,142 shares; 2025Q3: 10,003 shares; 2025Q4: 15,052 shares; 2026Q1: 14,679 shares; 2026Q2: 15,758 shares 15,758 $1.51M 0.05% +1,079 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,779 shares 44,779 $1.51M 0.05% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,867 shares; 2025Q1: 9,053 shares; 2025Q2: 4,311 shares; 2025Q3: 6,004 shares; 2025Q4: 4,276 shares; 2026Q1: 4,462 shares; 2026Q2: 5,257 shares 5,257 $1.49M 0.05% +795 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 4,442 shares; 2026Q1: 6,501 shares; 2026Q2: 7,734 shares 7,734 $1.48M 0.05% +1,233 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 loaded; 2024Q4: 6,657 shares; 2025Q1: 24,873 shares; 2025Q2: 12,934 shares; 2025Q3: 15,508 shares; 2025Q4: 15,067 shares; 2026Q1: 14,982 shares; 2026Q2: 15,392 shares 15,392 $1.48M 0.05% +410 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: not loaded; 2024Q4: not reported; 2025Q1: 9,932 shares; 2025Q2: 1,474 shares; 2025Q3: 1,923 shares; 2025Q4: 2,312 shares; 2026Q1: 1,617 shares; 2026Q2: 4,843 shares 4,843 $1.47M 0.05% +3,226 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,495 shares; 2025Q2: 5,372 shares; 2025Q3: 7,633 shares; 2025Q4: 5,771 shares; 2026Q1: 7,161 shares; 2026Q2: 6,768 shares 6,768 $1.47M 0.05% -393 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,004 shares; 2026Q1: 28,773 shares; 2026Q2: 30,824 shares 30,824 $1.47M 0.05% +2,051 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,248 shares 59,248 $1.45M 0.05% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,564 shares; 2025Q2: 7,820 shares; 2025Q3: 8,603 shares; 2025Q4: 8,518 shares; 2026Q1: 8,399 shares; 2026Q2: 19,374 shares 19,374 $1.42M 0.04% +10,975 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,793 shares; 2025Q2: 6,373 shares; 2025Q3: 5,649 shares; 2025Q4: 27,198 shares; 2026Q1: 14,636 shares; 2026Q2: 13,706 shares 13,706 $1.42M 0.04% -930 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,462 shares; 2025Q2: 5,505 shares; 2025Q3: 6,258 shares; 2025Q4: 6,620 shares; 2026Q1: 6,632 shares; 2026Q2: 16,816 shares 16,816 $1.41M 0.04% +10,184 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 448 shares; 2025Q1: 3,477 shares; 2025Q2: 576 shares; 2025Q3: 1,591 shares; 2025Q4: 1,624 shares; 2026Q1: 1,566 shares; 2026Q2: 1,433 shares 1,433 $1.38M 0.04% -133 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,503 shares 15,503 $1.37M 0.04% new Timeline XSMO 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 loaded; 2024Q4: not reported; 2025Q1: 19,479 shares; 2025Q2: not reported; 2025Q3: 27,654 shares; 2025Q4: 27,475 shares; 2026Q1: 13,832 shares; 2026Q2: 14,549 shares 14,549 $1.36M 0.04% +717 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,419 shares; 2026Q1: 15,009 shares; 2026Q2: 13,404 shares 13,404 $1.34M 0.04% -1,605 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 150,294 shares; 2025Q2: not reported; 2025Q3: 70,522 shares; 2025Q4: 67,581 shares; 2026Q1: 67,581 shares; 2026Q2: 67,581 shares 67,581 $1.34M 0.04% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,172 shares; 2025Q2: 11,250 shares; 2025Q3: 7,045 shares; 2025Q4: 7,989 shares; 2026Q1: 9,011 shares; 2026Q2: 9,751 shares 9,751 $1.34M 0.04% +740 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,123 shares; 2025Q2: 25,448 shares; 2025Q3: 26,725 shares; 2025Q4: 26,864 shares; 2026Q1: 28,319 shares; 2026Q2: 28,473 shares 28,473 $1.34M 0.04% +154 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: not loaded; 2024Q4: not reported; 2025Q1: 7,045 shares; 2025Q2: 6,207 shares; 2025Q3: 4,273 shares; 2025Q4: 5,115 shares; 2026Q1: 5,520 shares; 2026Q2: 5,350 shares 5,350 $1.33M 0.04% -170 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: not loaded; 2024Q4: not reported; 2025Q1: 8,002 shares; 2025Q2: 7,755 shares; 2025Q3: 8,201 shares; 2025Q4: 13,172 shares; 2026Q1: 13,869 shares; 2026Q2: 14,773 shares 14,773 $1.33M 0.04% +904 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,932 shares 39,932 $1.31M 0.04% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,134 shares; 2025Q2: not reported; 2025Q3: 5,178 shares; 2025Q4: 6,189 shares; 2026Q1: 7,269 shares; 2026Q2: 7,473 shares 7,473 $1.31M 0.04% +204 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,279 shares; 2025Q2: 1,668 shares; 2025Q3: 4,819 shares; 2025Q4: 5,383 shares; 2026Q1: 4,856 shares; 2026Q2: 3,612 shares 3,612 $1.28M 0.04% -1,244 Timeline SDIV 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 loaded; 2024Q4: 18,239 shares; 2025Q1: 18,709 shares; 2025Q2: 18,674 shares; 2025Q3: 18,749 shares; 2025Q4: 25,724 shares; 2026Q1: 42,084 shares; 2026Q2: 51,944 shares 51,944 $1.27M 0.04% +9,860 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 1,736 shares; 2025Q3: 2,763 shares; 2025Q4: 3,265 shares; 2026Q1: 3,226 shares; 2026Q2: 3,215 shares 3,215 $1.27M 0.04% -11 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,826 shares; 2025Q1: 31,022 shares; 2025Q2: 27,979 shares; 2025Q3: 25,334 shares; 2025Q4: 24,084 shares; 2026Q1: 25,415 shares; 2026Q2: 28,863 shares 28,863 $1.25M 0.04% +3,448 Timeline COPX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,022 shares 16,022 $1.23M 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,881 shares; 2025Q2: 8,280 shares; 2025Q3: 9,028 shares; 2025Q4: 37,376 shares; 2026Q1: 35,527 shares; 2026Q2: 21,389 shares 21,389 $1.23M 0.04% -14,138 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 1,903 shares; 2025Q3: 6,914 shares; 2025Q4: 7,827 shares; 2026Q1: 8,452 shares; 2026Q2: 9,723 shares 9,723 $1.23M 0.04% +1,271 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,726 shares; 2025Q2: 9,862 shares; 2025Q3: 6,235 shares; 2025Q4: 6,612 shares; 2026Q1: 7,455 shares; 2026Q2: 7,743 shares 7,743 $1.23M 0.04% +288 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 1,083 shares; 2025Q3: 1,154 shares; 2025Q4: 1,198 shares; 2026Q1: 1,089 shares; 2026Q2: 1,080 shares 1,080 $1.22M 0.04% -9 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,347 shares; 2025Q1: 8,479 shares; 2025Q2: 8,567 shares; 2025Q3: 8,347 shares; 2025Q4: 9,507 shares; 2026Q1: 8,435 shares; 2026Q2: 22,547 shares 22,547 $1.22M 0.04% +14,112 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,783 shares; 2025Q2: 5,179 shares; 2025Q3: 12,324 shares; 2025Q4: 9,626 shares; 2026Q1: 11,176 shares; 2026Q2: 12,715 shares 12,715 $1.22M 0.04% +1,539 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 6,616 shares; 2025Q2: 3,138 shares; 2025Q3: 3,832 shares; 2025Q4: 7,048 shares; 2026Q1: 6,838 shares; 2026Q2: 7,777 shares 7,777 $1.22M 0.04% +939 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,522 shares; 2026Q1: 11,688 shares; 2026Q2: 11,618 shares 11,618 $1.22M 0.04% -70 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,505 shares; 2026Q1: 2,687 shares; 2026Q2: 2,466 shares 2,466 $1.21M 0.04% -221 Timeline XLP 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 loaded; 2024Q4: not reported; 2025Q1: 19,712 shares; 2025Q2: 14,750 shares; 2025Q3: 14,728 shares; 2025Q4: 16,475 shares; 2026Q1: 15,409 shares; 2026Q2: 14,488 shares 14,488 $1.2M 0.04% -921 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,315 shares; 2025Q2: 5,867 shares; 2025Q3: 7,308 shares; 2025Q4: 10,402 shares; 2026Q1: 15,801 shares; 2026Q2: 19,306 shares 19,306 $1.2M 0.04% +3,505 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,086 shares 24,086 $1.19M 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,062 shares; 2025Q1: 21,522 shares; 2025Q2: 6,766 shares; 2025Q3: 7,384 shares; 2025Q4: 10,661 shares; 2026Q1: 10,574 shares; 2026Q2: 11,064 shares 11,064 $1.19M 0.04% +490 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36,651 shares; 2025Q2: 17,580 shares; 2025Q3: 20,344 shares; 2025Q4: 44,599 shares; 2026Q1: 26,267 shares; 2026Q2: 26,342 shares 26,342 $1.19M 0.04% +75 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,057 shares; 2026Q2: 49,980 shares 49,980 $1.18M 0.04% -77 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,685 shares 39,685 $1.17M 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: 3,183 shares; 2025Q3: 3,220 shares; 2025Q4: 5,986 shares; 2026Q1: 4,821 shares; 2026Q2: 10,831 shares 10,831 $1.17M 0.04% +6,010 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,908 shares; 2026Q1: 16,851 shares; 2026Q2: 41,074 shares 41,074 $1.16M 0.04% +24,223 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,240 shares; 2025Q3: not reported; 2025Q4: 21,528 shares; 2026Q1: 22,358 shares; 2026Q2: 22,436 shares 22,436 $1.15M 0.04% +78 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,345 shares; 2026Q1: 5,451 shares; 2026Q2: 18,062 shares 18,062 $1.14M 0.04% +12,611 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,624 shares; 2026Q1: 7,217 shares; 2026Q2: 22,785 shares 22,785 $1.13M 0.04% +15,568 Timeline FJUN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,766 shares 18,766 $1.13M 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: 62,744 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,650 shares 38,650 $1.12M 0.04% new Timeline BUFQ 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 loaded; 2024Q4: not reported; 2025Q1: 32,744 shares; 2025Q2: not reported; 2025Q3: 17,380 shares; 2025Q4: 21,434 shares; 2026Q1: 27,301 shares; 2026Q2: 28,396 shares 28,396 $1.12M 0.04% +1,095 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 loaded; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 333 shares; 2025Q3: 366 shares; 2025Q4: 3,520 shares; 2026Q1: 4,277 shares; 2026Q2: 11,134 shares 11,134 $1.11M 0.03% +6,857 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,294 shares 6,294 $1.1M 0.03% new Timeline PDP 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 loaded; 2024Q4: 7,785 shares; 2025Q1: 8,671 shares; 2025Q2: 8,305 shares; 2025Q3: 8,145 shares; 2025Q4: 7,925 shares; 2026Q1: 8,125 shares; 2026Q2: 7,165 shares 7,165 $1.09M 0.03% -960 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,860 shares; 2026Q1: 40,514 shares; 2026Q2: 40,570 shares 40,570 $1.08M 0.03% +56 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,206 shares; 2025Q4: 27,036 shares; 2026Q1: 25,679 shares; 2026Q2: 24,038 shares 24,038 $1.08M 0.03% -1,641 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,063 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,979 shares 22,979 $1.08M 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: 8,879 shares; 2025Q2: 3,211 shares; 2025Q3: 4,033 shares; 2025Q4: 31,914 shares; 2026Q1: 28,442 shares; 2026Q2: 4,435 shares 4,435 $1.08M 0.03% -24,007 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,374 shares; 2025Q2: 21,459 shares; 2025Q3: 18,682 shares; 2025Q4: 19,111 shares; 2026Q1: 20,786 shares; 2026Q2: 21,123 shares 21,123 $1.07M 0.03% +337 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,892 shares; 2025Q2: 16,356 shares; 2025Q3: 16,889 shares; 2025Q4: 19,232 shares; 2026Q1: 12,730 shares; 2026Q2: 12,842 shares 12,842 $1.06M 0.03% +112 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,061 shares; 2025Q1: 8,867 shares; 2025Q2: 1,947 shares; 2025Q3: 3,650 shares; 2025Q4: 2,122 shares; 2026Q1: 1,972 shares; 2026Q2: 2,116 shares 2,116 $1.06M 0.03% +144 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,082 shares; 2026Q1: 16,934 shares; 2026Q2: 32,011 shares 32,011 $1.06M 0.03% +15,077 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: not loaded; 2024Q4: not reported; 2025Q1: 33,279 shares; 2025Q2: 14,733 shares; 2025Q3: 21,944 shares; 2025Q4: 23,323 shares; 2026Q1: 23,198 shares; 2026Q2: 21,743 shares 21,743 $1.05M 0.03% -1,455 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: not loaded; 2024Q4: 2,410 shares; 2025Q1: 4,629 shares; 2025Q2: 3,956 shares; 2025Q3: 3,931 shares; 2025Q4: 11,723 shares; 2026Q1: 8,679 shares; 2026Q2: 8,877 shares 8,877 $1.04M 0.03% +198 Timeline VIS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,274 shares; 2026Q1: 2,481 shares; 2026Q2: 2,874 shares 2,874 $1.04M 0.03% +393 Timeline DFAX 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,272 shares; 2025Q4: 11,846 shares; 2026Q1: 18,784 shares; 2026Q2: 28,063 shares 28,063 $1.03M 0.03% +9,279 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 11,217 shares; 2025Q4: 12,696 shares; 2026Q1: 4,941 shares; 2026Q2: 11,018 shares 11,018 $1.03M 0.03% +6,077 Timeline RFG 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 loaded; 2024Q4: not reported; 2025Q1: 29,878 shares; 2025Q2: 14,939 shares; 2025Q3: 15,445 shares; 2025Q4: 15,445 shares; 2026Q1: 15,445 shares; 2026Q2: 15,868 shares 15,868 $1.02M 0.03% +423 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,212 shares; 2025Q2: 7,212 shares; 2025Q3: 4,992 shares; 2025Q4: 14,941 shares; 2026Q1: 11,068 shares; 2026Q2: 11,004 shares 11,004 $1.02M 0.03% -64 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,942 shares 38,942 $1.01M 0.03% new Timeline BUFD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,389 shares; 2026Q1: 32,396 shares; 2026Q2: 33,709 shares 33,709 $1M 0.03% +1,313 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,410 shares; 2025Q1: 4,981 shares; 2025Q2: 4,158 shares; 2025Q3: not reported; 2025Q4: 8,814 shares; 2026Q1: 9,500 shares; 2026Q2: 9,734 shares 9,734 $992K 0.03% +234 Timeline FCOM 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: not loaded; 2024Q4: not reported; 2025Q1: 13,596 shares; 2025Q2: not reported; 2025Q3: 9,840 shares; 2025Q4: 11,576 shares; 2026Q1: 13,847 shares; 2026Q2: 14,141 shares 14,141 $983K 0.03% +294 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,510 shares; 2025Q1: 10,398 shares; 2025Q2: 5,423 shares; 2025Q3: 5,301 shares; 2025Q4: 6,411 shares; 2026Q1: 5,864 shares; 2026Q2: 5,858 shares 5,858 $976K 0.03% -6 Timeline FDN 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 loaded; 2024Q4: not reported; 2025Q1: 3,999 shares; 2025Q2: 3,286 shares; 2025Q3: 3,734 shares; 2025Q4: 4,007 shares; 2026Q1: 3,794 shares; 2026Q2: 3,681 shares 3,681 $974K 0.03% -113 Timeline FPE 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 loaded; 2024Q4: not reported; 2025Q1: 11,566 shares; 2025Q2: 11,303 shares; 2025Q3: 15,449 shares; 2025Q4: 80,597 shares; 2026Q1: 20,168 shares; 2026Q2: 54,396 shares 54,396 $973K 0.03% +34,228 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: not loaded; 2024Q4: not reported; 2025Q1: 5,820 shares; 2025Q2: 4,752 shares; 2025Q3: 3,966 shares; 2025Q4: 4,334 shares; 2026Q1: 4,361 shares; 2026Q2: 4,072 shares 4,072 $969K 0.03% -289 Timeline VOOV 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: not loaded; 2024Q4: not reported; 2025Q1: 1,091 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,970 shares; 2026Q1: 4,359 shares; 2026Q2: 4,416 shares 4,416 $968K 0.03% +57 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,884 shares; 2026Q1: 14,284 shares; 2026Q2: 14,114 shares 14,114 $961K 0.03% -170 Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,300 shares 23,300 $960K 0.03% new Timeline PRF 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 loaded; 2024Q4: 11,095 shares; 2025Q1: 15,363 shares; 2025Q2: 10,465 shares; 2025Q3: 12,587 shares; 2025Q4: 22,706 shares; 2026Q1: 17,804 shares; 2026Q2: 17,754 shares 17,754 $959K 0.03% -50 Timeline XBI 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 loaded; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,932 shares; 2026Q1: 6,061 shares; 2026Q2: 6,059 shares 6,059 $959K 0.03% -2 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,282 shares; 2025Q2: 40,506 shares; 2025Q3: 41,095 shares; 2025Q4: 47,408 shares; 2026Q1: 42,674 shares; 2026Q2: 27,777 shares 27,777 $952K 0.03% -14,897 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: not loaded; 2024Q4: 2,168 shares; 2025Q1: 14,803 shares; 2025Q2: 6,251 shares; 2025Q3: 7,811 shares; 2025Q4: 10,775 shares; 2026Q1: 10,631 shares; 2026Q2: 10,270 shares 10,270 $932K 0.03% -361 Timeline FSEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,650 shares; 2026Q1: 18,900 shares; 2026Q2: 16,900 shares 16,900 $931K 0.03% -2,000 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,848 shares; 2026Q2: 22,715 shares 22,715 $930K 0.03% +2,867 Timeline SIL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,007 shares 12,007 $930K 0.03% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,203 shares; 2026Q1: 6,091 shares; 2026Q2: 8,032 shares 8,032 $918K 0.03% +1,941 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,589 shares; 2026Q2: 29,161 shares 29,161 $914K 0.03% +14,572 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 1,599 shares; 2025Q3: 4,317 shares; 2025Q4: 5,547 shares; 2026Q1: 2,711 shares; 2026Q2: 2,696 shares 2,696 $912K 0.03% -15 Timeline URA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,766 shares 20,766 $907K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,628 shares 7,628 $902K 0.03% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,443 shares; 2026Q1: 4,384 shares; 2026Q2: 4,394 shares 4,394 $901K 0.03% +10 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: not loaded; 2024Q4: 1,287 shares; 2025Q1: 2,386 shares; 2025Q2: 12,259 shares; 2025Q3: 14,007 shares; 2025Q4: 4,718 shares; 2026Q1: 3,335 shares; 2026Q2: 4,233 shares 4,233 $901K 0.03% +898 Timeline ARKG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,359 shares 21,359 $898K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,160 shares; 2026Q1: 12,184 shares; 2026Q2: 13,110 shares 13,110 $897K 0.03% +926 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,300 shares; 2025Q1: 20,490 shares; 2025Q2: 22,690 shares; 2025Q3: 22,570 shares; 2025Q4: 22,720 shares; 2026Q1: 26,050 shares; 2026Q2: 30,550 shares 30,550 $889K 0.03% +4,500 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 3,119 shares; 2026Q1: 3,420 shares; 2026Q2: 3,463 shares 3,463 $886K 0.03% +43 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,258 shares; 2026Q1: 17,597 shares; 2026Q2: 17,614 shares 17,614 $883K 0.03% +17 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,879 shares; 2026Q1: 1,781 shares; 2026Q2: 2,015 shares 2,015 $870K 0.03% +234 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50,612 shares; 2025Q2: not reported; 2025Q3: 36,305 shares; 2025Q4: 38,867 shares; 2026Q1: 38,454 shares; 2026Q2: 43,144 shares 43,144 $868K 0.03% +4,690 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,159 shares; 2026Q1: 15,137 shares; 2026Q2: 15,046 shares 15,046 $861K 0.03% -91 Timeline SMMU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,944 shares 16,944 $856K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,028 shares 31,028 $849K 0.03% new Timeline DFAS 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: not loaded; 2024Q4: not reported; 2025Q1: 7,038 shares; 2025Q2: 7,881 shares; 2025Q3: 8,216 shares; 2025Q4: 14,049 shares; 2026Q1: 14,240 shares; 2026Q2: 10,278 shares 10,278 $846K 0.03% -3,962 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,710 shares 26,710 $844K 0.03% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 539 shares; 2026Q1: 543 shares; 2026Q2: 492 shares 492 $835K 0.03% -51 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,529 shares; 2025Q2: 9,856 shares; 2025Q3: 11,185 shares; 2025Q4: 11,243 shares; 2026Q1: 17,106 shares; 2026Q2: 18,255 shares 18,255 $834K 0.03% +1,149 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 964 shares; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 538 shares; 2026Q1: 702 shares; 2026Q2: 797 shares 797 $831K 0.03% +95 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,568 shares; 2025Q2: 11,062 shares; 2025Q3: 9,406 shares; 2025Q4: 10,234 shares; 2026Q1: 9,306 shares; 2026Q2: 9,306 shares 9,306 $825K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 1,949 shares; 2025Q3: 1,905 shares; 2025Q4: 8,759 shares; 2026Q1: 8,379 shares; 2026Q2: 8,531 shares 8,531 $814K 0.03% +152 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,845 shares; 2025Q1: 18,720 shares; 2025Q2: 13,259 shares; 2025Q3: 11,338 shares; 2025Q4: 18,270 shares; 2026Q1: 13,809 shares; 2026Q2: 12,883 shares 12,883 $801K 0.03% -926 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 651 shares; 2025Q3: 757 shares; 2025Q4: 1,025 shares; 2026Q1: 1,046 shares; 2026Q2: 1,107 shares 1,107 $797K 0.03% +61 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,685 shares; 2025Q1: 9,516 shares; 2025Q2: 7,253 shares; 2025Q3: 10,872 shares; 2025Q4: 19,629 shares; 2026Q1: 14,868 shares; 2026Q2: 14,801 shares 14,801 $791K 0.02% -67 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 935 shares; 2025Q1: 8,495 shares; 2025Q2: 2,033 shares; 2025Q3: 3,194 shares; 2025Q4: 2,977 shares; 2026Q1: 3,022 shares; 2026Q2: 2,231 shares 2,231 $791K 0.02% -791 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,006 shares; 2025Q2: 17,003 shares; 2025Q3: 17,762 shares; 2025Q4: 17,866 shares; 2026Q1: 17,762 shares; 2026Q2: 19,399 shares 19,399 $789K 0.02% +1,637 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,389 shares; 2026Q1: 2,450 shares; 2026Q2: 2,658 shares 2,658 $779K 0.02% +208 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,389 shares; 2026Q1: 7,553 shares; 2026Q2: 7,550 shares 7,550 $778K 0.02% -3 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: not loaded; 2024Q4: not reported; 2025Q1: 1,465 shares; 2025Q2: 1,101 shares; 2025Q3: 1,046 shares; 2025Q4: 1,976 shares; 2026Q1: 1,835 shares; 2026Q2: 2,589 shares 2,589 $774K 0.02% +754 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,909 shares; 2025Q1: 22,706 shares; 2025Q2: 8,668 shares; 2025Q3: 17,265 shares; 2025Q4: 16,730 shares; 2026Q1: 6,175 shares; 2026Q2: 5,881 shares 5,881 $768K 0.02% -294 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 521 shares; 2025Q1: 3,956 shares; 2025Q2: 1,728 shares; 2025Q3: 1,776 shares; 2025Q4: 1,595 shares; 2026Q1: 1,591 shares; 2026Q2: 1,498 shares 1,498 $763K 0.02% -93 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 loaded; 2024Q4: not reported; 2025Q1: 35,492 shares; 2025Q2: 15,208 shares; 2025Q3: 15,217 shares; 2025Q4: 15,154 shares; 2026Q1: 15,340 shares; 2026Q2: 16,039 shares 16,039 $761K 0.02% +699 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,837 shares; 2026Q2: 28,546 shares 28,546 $755K 0.02% +2,709 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,745 shares; 2025Q1: 36,120 shares; 2025Q2: 40,816 shares; 2025Q3: 24,712 shares; 2025Q4: 36,185 shares; 2026Q1: 23,825 shares; 2026Q2: 22,558 shares 22,558 $751K 0.02% -1,267 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 3 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 0 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 loaded; 2024Q4: 1,469 shares; 2025Q1: 2,557 shares; 2025Q2: 1,910 shares; 2025Q3: 1,741 shares; 2025Q4: 11,397 shares; 2026Q1: 2,158 shares; 2026Q2: 2,178 shares 2,178 $747K 0.02% +20 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,878 shares; 2026Q1: 1,852 shares; 2026Q2: 2,168 shares 2,168 $747K 0.02% +316 Timeline FTEC 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: not loaded; 2024Q4: not reported; 2025Q1: 1,755 shares; 2025Q2: 2,147 shares; 2025Q3: 2,124 shares; 2025Q4: 2,280 shares; 2026Q1: 2,175 shares; 2026Q2: 2,604 shares 2,604 $744K 0.02% +429 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 77,495 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,812 shares; 2026Q2: 25,268 shares 25,268 $744K 0.02% +14,456 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,674 shares; 2025Q2: 6,106 shares; 2025Q3: 8,030 shares; 2025Q4: 10,855 shares; 2026Q1: 11,499 shares; 2026Q2: 13,596 shares 13,596 $737K 0.02% +2,097 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: not loaded; 2024Q4: 2,334 shares; 2025Q1: 13,352 shares; 2025Q2: 3,700 shares; 2025Q3: 4,828 shares; 2025Q4: 5,244 shares; 2026Q1: 5,214 shares; 2026Q2: 4,796 shares 4,796 $727K 0.02% -418 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,477 shares; 2026Q1: 2,584 shares; 2026Q2: 5,360 shares 5,360 $726K 0.02% +2,776 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,617 shares 10,617 $725K 0.02% new 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 loaded; 2024Q4: 9,220 shares; 2025Q1: 9,888 shares; 2025Q2: 8,541 shares; 2025Q3: 8,569 shares; 2025Q4: 8,521 shares; 2026Q1: 9,000 shares; 2026Q2: 9,010 shares 9,010 $721K 0.02% +10 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 loaded; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,223 shares; 2025Q3: 2,668 shares; 2025Q4: 5,023 shares; 2026Q1: 2,960 shares; 2026Q2: 2,530 shares 2,530 $718K 0.02% -430 Timeline KRE 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 loaded; 2024Q4: 7,930 shares; 2025Q1: 9,357 shares; 2025Q2: 9,357 shares; 2025Q3: 9,357 shares; 2025Q4: 10,077 shares; 2026Q1: 9,507 shares; 2026Q2: 9,487 shares 9,487 $710K 0.02% -20 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,781 shares; 2026Q1: 28,781 shares; 2026Q2: 28,781 shares 28,781 $707K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 3,925 shares; 2026Q2: 3,974 shares 3,974 $705K 0.02% +49 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 loaded; 2024Q4: not reported; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 314 shares; 2026Q2: 2,316 shares 2,316 $699K 0.02% +2,002 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,540 shares; 2025Q2: 5,876 shares; 2025Q3: 8,336 shares; 2025Q4: 10,680 shares; 2026Q1: 9,022 shares; 2026Q2: 9,327 shares 9,327 $693K 0.02% +305 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,621 shares 2,621 $682K 0.02% new Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,134 shares 12,134 $679K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,449 shares; 2025Q2: 3,460 shares; 2025Q3: 3,651 shares; 2025Q4: 3,944 shares; 2026Q1: 4,056 shares; 2026Q2: 4,105 shares 4,105 $676K 0.02% +49 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,818 shares; 2026Q1: 8,563 shares; 2026Q2: 8,565 shares 8,565 $675K 0.02% +2 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,815 shares; 2025Q2: 14,937 shares; 2025Q3: 15,816 shares; 2025Q4: 33,691 shares; 2026Q1: 34,766 shares; 2026Q2: 35,154 shares 35,154 $672K 0.02% +388 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,110 shares; 2025Q1: 51,931 shares; 2025Q2: 44,743 shares; 2025Q3: 28,556 shares; 2025Q4: 13,521 shares; 2026Q1: 8,691 shares; 2026Q2: 8,900 shares 8,900 $672K 0.02% +209 Timeline FTCB 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 loaded; 2024Q4: not reported; 2025Q1: 13,881 shares; 2025Q2: not reported; 2025Q3: 20,454 shares; 2025Q4: 23,925 shares; 2026Q1: 26,081 shares; 2026Q2: 32,098 shares 32,098 $669K 0.02% +6,017 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,961 shares; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 6,387 shares; 2026Q1: 2,454 shares; 2026Q2: 3,001 shares 3,001 $669K 0.02% +547 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 4,086 shares; 2025Q3: 3,988 shares; 2025Q4: 2,850 shares; 2026Q1: 6,530 shares; 2026Q2: 7,669 shares 7,669 $667K 0.02% +1,139 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,657 shares; 2025Q1: 9,023 shares; 2025Q2: 2,725 shares; 2025Q3: 3,086 shares; 2025Q4: 5,021 shares; 2026Q1: 5,580 shares; 2026Q2: 6,319 shares 6,319 $657K 0.02% +739 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,094 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: 952 shares; 2026Q2: 1,649 shares 1,649 $656K 0.02% +697 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,188 shares 11,188 $654K 0.02% new Timeline FAUG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,328 shares; 2026Q1: 11,928 shares; 2026Q2: 11,570 shares 11,570 $654K 0.02% -358 Timeline ARKW 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 loaded; 2024Q4: not reported; 2025Q1: 9,668 shares; 2025Q2: 4,782 shares; 2025Q3: 4,959 shares; 2025Q4: 5,078 shares; 2026Q1: 4,784 shares; 2026Q2: 4,509 shares 4,509 $653K 0.02% -275 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares; 2026Q1: 5,726 shares; 2026Q2: 5,722 shares 5,722 $651K 0.02% -4 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,647 shares; 2026Q1: 13,718 shares; 2026Q2: 13,718 shares 13,718 $650K 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 103,941 shares; 2025Q2: not reported; 2025Q3: 55,149 shares; 2025Q4: 59,252 shares; 2026Q1: 59,072 shares; 2026Q2: 59,532 shares 59,532 $649K 0.02% +460 Timeline QDEC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,673 shares; 2026Q1: 18,201 shares; 2026Q2: 18,201 shares 18,201 $648K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,467 shares; 2025Q2: 2,839 shares; 2025Q3: 3,322 shares; 2025Q4: 2,988 shares; 2026Q1: 2,814 shares; 2026Q2: 9,037 shares 9,037 $647K 0.02% +6,223 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,640 shares; 2025Q4: 14,022 shares; 2026Q1: 24,763 shares; 2026Q2: 32,999 shares 32,999 $646K 0.02% +8,236 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,422 shares; 2026Q1: 9,931 shares; 2026Q2: 10,417 shares 10,417 $643K 0.02% +486 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,622 shares; 2025Q4: 2,869 shares; 2026Q1: 2,766 shares; 2026Q2: 2,903 shares 2,903 $642K 0.02% +137 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,394 shares; 2025Q2: 3,838 shares; 2025Q3: 5,050 shares; 2025Q4: 4,948 shares; 2026Q1: 4,913 shares; 2026Q2: 4,467 shares 4,467 $640K 0.02% -446 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,174 shares 111,174 $638K 0.02% new 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: not loaded; 2024Q4: 1,055 shares; 2025Q1: 12,717 shares; 2025Q2: 5,637 shares; 2025Q3: 4,748 shares; 2025Q4: 4,566 shares; 2026Q1: 2,037 shares; 2026Q2: 2,017 shares 2,017 $635K 0.02% -20 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 571 shares; 2025Q1: 3,851 shares; 2025Q2: 2,507 shares; 2025Q3: 642 shares; 2025Q4: 624 shares; 2026Q1: 626 shares; 2026Q2: 649 shares 649 $635K 0.02% +23 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,173 shares; 2026Q1: 11,190 shares; 2026Q2: 12,591 shares 12,591 $634K 0.02% +1,401 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 5,663 shares; 2026Q2: 8,020 shares 8,020 $634K 0.02% +2,357 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,224 shares; 2025Q4: 4,914 shares; 2026Q1: not reported; 2026Q2: 11,290 shares 11,290 $632K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: 5,666 shares; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 5,754 shares; 2026Q1: 7,188 shares; 2026Q2: 8,710 shares 8,710 $629K 0.02% +1,522 Timeline RSPU 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 loaded; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,961 shares; 2026Q1: 6,888 shares; 2026Q2: 7,713 shares 7,713 $626K 0.02% +825 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,360 shares; 2026Q1: 4,443 shares; 2026Q2: 5,292 shares 5,292 $621K 0.02% +849 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,503 shares; 2025Q2: 4,042 shares; 2025Q3: 4,914 shares; 2025Q4: 4,442 shares; 2026Q1: 4,461 shares; 2026Q2: 5,359 shares 5,359 $616K 0.02% +898 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares; 2025Q3: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares; 2026Q2: 6,848 shares 6,848 $615K 0.02% 0 Timeline FIW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,668 shares; 2025Q4: 3,903 shares; 2026Q1: 4,714 shares; 2026Q2: 5,602 shares 5,602 $614K 0.02% +888 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,382 shares; 2026Q1: 15,477 shares; 2026Q2: 14,772 shares 14,772 $608K 0.02% -705 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,746 shares; 2025Q1: 74,059 shares; 2025Q2: 95,129 shares; 2025Q3: 66,976 shares; 2025Q4: 68,496 shares; 2026Q1: 12,896 shares; 2026Q2: 11,983 shares 11,983 $606K 0.02% -913 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 823 shares; 2025Q3: 819 shares; 2025Q4: 2,019 shares; 2026Q1: 1,854 shares; 2026Q2: 1,896 shares 1,896 $602K 0.02% +42 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,619 shares; 2025Q4: 1,989 shares; 2026Q1: 4,547 shares; 2026Q2: 5,114 shares 5,114 $593K 0.02% +567 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,920 shares; 2025Q1: 5,968 shares; 2025Q2: 5,941 shares; 2025Q3: 5,770 shares; 2025Q4: 6,310 shares; 2026Q1: 6,684 shares; 2026Q2: 5,693 shares 5,693 $592K 0.02% -991 Timeline FPX 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 loaded; 2024Q4: not reported; 2025Q1: 10,520 shares; 2025Q2: 2,836 shares; 2025Q3: 5,564 shares; 2025Q4: 5,309 shares; 2026Q1: 2,893 shares; 2026Q2: 2,867 shares 2,867 $591K 0.02% -26 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 11,778 shares; 2026Q2: 12,394 shares 12,394 $591K 0.02% +616 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 loaded; 2024Q4: not reported; 2025Q1: 838 shares; 2025Q2: 32,998 shares; 2025Q3: 30,622 shares; 2025Q4: 56,854 shares; 2026Q1: 63,934 shares; 2026Q2: 1,604 shares 1,604 $587K 0.02% -62,330 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,063 shares; 2025Q2: 4,693 shares; 2025Q3: 5,805 shares; 2025Q4: 6,157 shares; 2026Q1: 6,127 shares; 2026Q2: 5,314 shares 5,314 $586K 0.02% -813 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,095 shares; 2026Q1: 3,919 shares; 2026Q2: 4,635 shares 4,635 $586K 0.02% +716 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,402 shares; 2025Q4: 2,320 shares; 2026Q1: 3,139 shares; 2026Q2: 1,210 shares 1,210 $584K 0.02% -1,929 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,487 shares; 2026Q2: 11,788 shares 11,788 $582K 0.02% +301 Timeline PPA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,822 shares; 2025Q3: 2,253 shares; 2025Q4: 5,341 shares; 2026Q1: 3,985 shares; 2026Q2: 3,285 shares 3,285 $580K 0.02% -700 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,415 shares; 2025Q1: 18,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,510 shares 38,510 $579K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,317 shares; 2025Q2: 4,069 shares; 2025Q3: 5,809 shares; 2025Q4: 6,987 shares; 2026Q1: 7,263 shares; 2026Q2: 7,388 shares 7,388 $578K 0.02% +125 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,921 shares; 2025Q1: 11,796 shares; 2025Q2: 11,068 shares; 2025Q3: 9,289 shares; 2025Q4: 10,933 shares; 2026Q1: 10,796 shares; 2026Q2: 3,547 shares 3,547 $574K 0.02% -7,249 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,600 shares; 2026Q2: 17,941 shares 17,941 $574K 0.02% +2,341 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,485 shares; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,986 shares; 2026Q1: 2,249 shares; 2026Q2: 2,401 shares 2,401 $572K 0.02% +152 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,291 shares; 2025Q1: 64,876 shares; 2025Q2: 32,063 shares; 2025Q3: 47,035 shares; 2025Q4: 43,483 shares; 2026Q1: 53,385 shares; 2026Q2: 54,281 shares 54,281 $570K 0.02% +896 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 loaded; 2024Q4: not reported; 2025Q1: 9,216 shares; 2025Q2: 4,447 shares; 2025Q3: 6,236 shares; 2025Q4: 36,930 shares; 2026Q1: 7,886 shares; 2026Q2: 6,888 shares 6,888 $569K 0.02% -998 Timeline DFUS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,177 shares; 2026Q1: not reported; 2026Q2: 6,946 shares 6,946 $569K 0.02% new Timeline FMAY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,530 shares; 2026Q1: 10,741 shares; 2026Q2: 10,018 shares 10,018 $563K 0.02% -723 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,303 shares; 2025Q1: 23,858 shares; 2025Q2: 11,843 shares; 2025Q3: 16,988 shares; 2025Q4: 19,842 shares; 2026Q1: 20,541 shares; 2026Q2: 17,503 shares 17,503 $560K 0.02% -3,038 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 6,729 shares; 2026Q2: 6,773 shares 6,773 $559K 0.02% +44 Timeline PSI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,973 shares 2,973 $558K 0.02% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 3,202 shares; 2026Q1: 4,821 shares; 2026Q2: 5,743 shares 5,743 $556K 0.02% +922 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,243 shares; 2026Q1: 43,173 shares; 2026Q2: 30,991 shares 30,991 $555K 0.02% -12,182 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,320 shares; 2025Q2: 3,227 shares; 2025Q3: 5,159 shares; 2025Q4: 14,222 shares; 2026Q1: 12,365 shares; 2026Q2: 12,159 shares 12,159 $553K 0.02% -206 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,049 shares; 2025Q2: 8,279 shares; 2025Q3: 10,062 shares; 2025Q4: 10,436 shares; 2026Q1: 11,479 shares; 2026Q2: 12,774 shares 12,774 $551K 0.02% +1,295 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,318 shares; 2025Q2: 2,258 shares; 2025Q3: 2,880 shares; 2025Q4: 3,605 shares; 2026Q1: 3,634 shares; 2026Q2: 4,715 shares 4,715 $551K 0.02% +1,081 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,813 shares 13,813 $548K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,748 shares; 2025Q2: not reported; 2025Q3: 3,396 shares; 2025Q4: 9,260 shares; 2026Q1: 9,327 shares; 2026Q2: 9,470 shares 9,470 $548K 0.02% +143 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares; 2026Q2: 856 shares 856 $547K 0.02% +80 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,650 shares; 2025Q1: 5,634 shares; 2025Q2: 5,542 shares; 2025Q3: 5,434 shares; 2025Q4: 5,448 shares; 2026Q1: 5,547 shares; 2026Q2: 5,628 shares 5,628 $542K 0.02% +81 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares; 2026Q1: 7,635 shares; 2026Q2: 7,724 shares 7,724 $540K 0.02% +89 Timeline VNQ 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 loaded; 2024Q4: not reported; 2025Q1: 3,447 shares; 2025Q2: 2,490 shares; 2025Q3: 2,214 shares; 2025Q4: 5,046 shares; 2026Q1: 5,647 shares; 2026Q2: 5,581 shares 5,581 $538K 0.02% -66 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,781 shares; 2026Q1: 6,785 shares; 2026Q2: 7,021 shares 7,021 $536K 0.02% +236 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 939 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,181 shares 2,181 $535K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,107 shares; 2025Q2: 3,423 shares; 2025Q3: 3,349 shares; 2025Q4: 3,379 shares; 2026Q1: 3,197 shares; 2026Q2: 3,120 shares 3,120 $531K 0.02% -77 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,443 shares; 2026Q2: 17,380 shares 17,380 $528K 0.02% +6,937 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,773 shares 12,773 $528K 0.02% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,405 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,516 shares; 2026Q2: 47,278 shares 47,278 $527K 0.02% +5,762 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,815 shares; 2026Q1: 5,059 shares; 2026Q2: 6,249 shares 6,249 $523K 0.02% +1,190 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,616 shares; 2026Q1: 11,172 shares; 2026Q2: 11,172 shares 11,172 $513K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,133 shares 8,133 $512K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,621 shares 1,621 $510K 0.02% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 22,650 shares; 2026Q1: 31,291 shares; 2026Q2: 62,607 shares 62,607 $508K 0.02% +31,316 Timeline