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: 25,769 shares; 2024Q4: 26,152 shares; 2025Q1: 26,216 shares; 2025Q2: 29,562 shares; 2025Q3: 36,819 shares; 2025Q4: 37,472 shares; 2026Q1: 38,476 shares; 2026Q2: 40,048 shares 40,048 $30M 14.34% +1,572 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: 21,877 shares; 2024Q4: 22,287 shares; 2025Q1: 22,972 shares; 2025Q2: 23,106 shares; 2025Q3: 27,222 shares; 2025Q4: 25,315 shares; 2026Q1: 25,196 shares; 2026Q2: 24,975 shares 24,975 $18.4M 8.81% -221 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: 32,980 shares; 2024Q4: 31,370 shares; 2025Q1: 33,759 shares; 2025Q2: 34,023 shares; 2025Q3: 33,143 shares; 2025Q4: 30,918 shares; 2026Q1: 32,511 shares; 2026Q2: 27,337 shares 27,337 $7.91M 3.78% -5,174 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,708 shares; 2024Q4: 25,440 shares; 2025Q1: 26,022 shares; 2025Q2: 76,212 shares; 2025Q3: 142,949 shares; 2025Q4: 153,724 shares; 2026Q1: 159,272 shares; 2026Q2: 122,116 shares 122,116 $7.11M 3.4% -37,156 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,022 shares; 2025Q3: 148,634 shares; 2025Q4: 153,473 shares; 2026Q1: 154,918 shares; 2026Q2: 171,669 shares 171,669 $5.81M 2.78% +16,751 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,629 shares; 2025Q3: 153,493 shares; 2025Q4: 155,935 shares; 2026Q1: 159,115 shares; 2026Q2: 176,024 shares 176,024 $5.72M 2.73% +16,909 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,789 shares; 2025Q3: 141,023 shares; 2025Q4: 159,408 shares; 2026Q1: 166,030 shares; 2026Q2: 176,295 shares 176,295 $5M 2.39% +10,265 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: 3,256 shares; 2024Q4: 2,798 shares; 2025Q1: 3,314 shares; 2025Q2: 15,207 shares; 2025Q3: 15,439 shares; 2025Q4: 16,310 shares; 2026Q1: 16,743 shares; 2026Q2: 14,594 shares 14,594 $4.78M 2.28% -2,149 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: 9,384 shares; 2024Q4: 8,213 shares; 2025Q1: 8,938 shares; 2025Q2: 9,179 shares; 2025Q3: 12,729 shares; 2025Q4: 13,909 shares; 2026Q1: 14,390 shares; 2026Q2: 10,750 shares 10,750 $4.01M 1.92% -3,640 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: 6,977 shares; 2024Q4: 6,787 shares; 2025Q1: 6,809 shares; 2025Q2: 7,743 shares; 2025Q3: 7,915 shares; 2025Q4: 7,649 shares; 2026Q1: 10,897 shares; 2026Q2: 10,982 shares 10,982 $3.92M 1.88% +85 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: 19,786 shares; 2024Q4: 19,755 shares; 2025Q1: 12,616 shares; 2025Q2: 12,099 shares; 2025Q3: 12,546 shares; 2025Q4: 13,220 shares; 2026Q1: 17,755 shares; 2026Q2: 18,009 shares 18,009 $3.6M 1.72% +254 Timeline FJAN 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: 35,795 shares; 2024Q4: 34,458 shares; 2025Q1: 44,462 shares; 2025Q2: 44,848 shares; 2025Q3: 44,007 shares; 2025Q4: 41,473 shares; 2026Q1: 68,039 shares; 2026Q2: 64,797 shares 64,797 $3.57M 1.71% -3,242 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: 10,334 shares; 2024Q4: 8,795 shares; 2025Q1: 10,416 shares; 2025Q2: 11,030 shares; 2025Q3: 11,084 shares; 2025Q4: 11,209 shares; 2026Q1: 15,106 shares; 2026Q2: 14,486 shares 14,486 $3.45M 1.65% -620 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: 2,396 shares; 2025Q1: 6,623 shares; 2025Q2: 3,177 shares; 2025Q3: 7,511 shares; 2025Q4: 4,451 shares; 2026Q1: 4,467 shares; 2026Q2: 4,671 shares 4,671 $3.21M 1.53% +204 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,084 shares; 2025Q3: 31,904 shares; 2025Q4: 32,626 shares; 2026Q1: 32,845 shares; 2026Q2: 36,031 shares 36,031 $2.53M 1.21% +3,186 Timeline FAPR 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: 27,148 shares; 2024Q4: 27,230 shares; 2025Q1: 26,776 shares; 2025Q2: 30,558 shares; 2025Q3: 27,877 shares; 2025Q4: 24,447 shares; 2026Q1: 22,595 shares; 2026Q2: 53,167 shares 53,167 $2.49M 1.19% +30,572 Timeline FFEB 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: 28,068 shares; 2024Q4: 26,787 shares; 2025Q1: 31,691 shares; 2025Q2: 36,858 shares; 2025Q3: 36,838 shares; 2025Q4: 32,711 shares; 2026Q1: 42,060 shares; 2026Q2: 40,526 shares 40,526 $2.47M 1.18% -1,534 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 64,507 shares 64,507 $2.38M 1.14% +64,407 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: 29,514 shares; 2024Q4: 33,754 shares; 2025Q1: 32,160 shares; 2025Q2: 32,130 shares; 2025Q3: 34,165 shares; 2025Q4: 43,472 shares; 2026Q1: 43,044 shares; 2026Q2: 42,121 shares 42,121 $2.32M 1.11% -923 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,772 shares; 2024Q4: 35,773 shares; 2025Q1: 35,774 shares; 2025Q2: 35,775 shares; 2025Q3: 35,776 shares; 2025Q4: 35,777 shares; 2026Q1: 35,778 shares; 2026Q2: 35,780 shares 35,780 $2.3M 1.1% +2 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,302 shares; 2024Q4: 52,905 shares; 2025Q1: 50,656 shares; 2025Q2: 57,127 shares; 2025Q3: 53,058 shares; 2025Q4: 48,244 shares; 2026Q1: 45,676 shares; 2026Q2: 42,782 shares 42,782 $2.24M 1.07% -2,894 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: 262,826 shares; 2024Q4: 256,481 shares; 2025Q1: 252,266 shares; 2025Q2: 219,828 shares; 2025Q3: 94,015 shares; 2025Q4: 87,651 shares; 2026Q1: 84,585 shares; 2026Q2: 75,059 shares 75,059 $2.23M 1.07% -9,526 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: 120,391 shares; 2024Q4: 116,575 shares; 2025Q1: 114,647 shares; 2025Q2: 63,538 shares; 2025Q3: 51,993 shares; 2025Q4: 61,863 shares; 2026Q1: 66,654 shares; 2026Q2: 60,223 shares 60,223 $2.2M 1.05% -6,431 Timeline FNOV 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: 42,489 shares; 2024Q4: 46,177 shares; 2025Q1: 49,292 shares; 2025Q2: 47,667 shares; 2025Q3: 47,619 shares; 2025Q4: 37,038 shares; 2026Q1: 35,916 shares; 2026Q2: 34,311 shares 34,311 $2.01M 0.96% -1,605 Timeline FDEC 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: 23,248 shares; 2024Q4: 23,654 shares; 2025Q1: 31,378 shares; 2025Q2: 31,250 shares; 2025Q3: 30,838 shares; 2025Q4: 31,573 shares; 2026Q1: 38,467 shares; 2026Q2: 35,940 shares 35,940 $1.96M 0.94% -2,527 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: 163,954 shares; 2024Q4: 164,248 shares; 2025Q1: 164,416 shares; 2025Q2: 106,025 shares; 2025Q3: 34,738 shares; 2025Q4: 28,313 shares; 2026Q1: 25,816 shares; 2026Q2: 19,707 shares 19,707 $1.78M 0.85% -6,109 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: 34,596 shares; 2024Q4: 33,849 shares; 2025Q1: 33,023 shares; 2025Q2: 33,185 shares; 2025Q3: 36,261 shares; 2025Q4: 32,655 shares; 2026Q1: 29,165 shares; 2026Q2: 28,708 shares 28,708 $1.72M 0.82% -457 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,632 shares; 2024Q4: 217,533 shares; 2025Q1: 219,141 shares; 2025Q2: 150,777 shares; 2025Q3: 54,950 shares; 2025Q4: 45,444 shares; 2026Q1: 40,000 shares; 2026Q2: 34,371 shares 34,371 $1.7M 0.81% -5,629 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: 25,839 shares; 2024Q4: 25,660 shares; 2025Q1: 24,031 shares; 2025Q2: 31,469 shares; 2025Q3: 34,239 shares; 2025Q4: 33,028 shares; 2026Q1: 29,678 shares; 2026Q2: 27,696 shares 27,696 $1.56M 0.74% -1,982 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,220 shares; 2026Q1: 27,567 shares; 2026Q2: 28,656 shares 28,656 $1.46M 0.7% +1,089 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: 21,698 shares; 2024Q4: 23,226 shares; 2025Q1: 22,696 shares; 2025Q2: 21,374 shares; 2025Q3: 27,581 shares; 2025Q4: 27,079 shares; 2026Q1: 25,324 shares; 2026Q2: 22,587 shares 22,587 $1.34M 0.64% -2,737 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: 20,628 shares; 2024Q4: 25,028 shares; 2025Q1: 24,755 shares; 2025Q2: 21,449 shares; 2025Q3: 25,094 shares; 2025Q4: 27,766 shares; 2026Q1: 26,721 shares; 2026Q2: 23,315 shares 23,315 $1.32M 0.63% -3,406 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: 8,628 shares; 2024Q4: 6,756 shares; 2025Q1: 9,015 shares; 2025Q2: 9,699 shares; 2025Q3: 9,973 shares; 2025Q4: 9,115 shares; 2026Q1: 8,165 shares; 2026Q2: 3,550 shares 3,550 $1.25M 0.6% -4,615 Timeline DFEB 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: 25,678 shares; 2024Q4: 20,828 shares; 2025Q1: 31,733 shares; 2025Q2: 39,793 shares; 2025Q3: 37,282 shares; 2025Q4: 25,332 shares; 2026Q1: 24,345 shares; 2026Q2: 24,233 shares 24,233 $1.22M 0.59% -112 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: 118,537 shares; 2024Q4: 119,246 shares; 2025Q1: 120,468 shares; 2025Q2: 80,631 shares; 2025Q3: 27,026 shares; 2025Q4: 22,061 shares; 2026Q1: 18,828 shares; 2026Q2: 14,992 shares 14,992 $1.22M 0.58% -3,836 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,713 shares; 2024Q4: 25,339 shares; 2025Q1: 23,156 shares; 2025Q2: 22,478 shares; 2025Q3: 20,885 shares; 2025Q4: 19,351 shares; 2026Q1: 18,181 shares; 2026Q2: 17,367 shares 17,367 $1.21M 0.58% -814 Timeline DMAR 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: 35,226 shares; 2024Q4: 34,137 shares; 2025Q1: 33,836 shares; 2025Q2: 37,299 shares; 2025Q3: 35,371 shares; 2025Q4: 29,413 shares; 2026Q1: 26,597 shares; 2026Q2: 26,825 shares 26,825 $1.2M 0.57% +228 Timeline DDEC 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: 28,683 shares; 2024Q4: 32,196 shares; 2025Q1: 34,123 shares; 2025Q2: 33,749 shares; 2025Q3: 33,217 shares; 2025Q4: 29,938 shares; 2026Q1: 26,528 shares; 2026Q2: 24,937 shares 24,937 $1.18M 0.57% -1,591 Timeline FOCT 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: 16,421 shares; 2024Q4: 19,884 shares; 2025Q1: 17,219 shares; 2025Q2: 17,265 shares; 2025Q3: 16,076 shares; 2025Q4: 24,145 shares; 2026Q1: 22,519 shares; 2026Q2: 21,101 shares 21,101 $1.1M 0.53% -1,418 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 969 shares; 2025Q3: 1,100 shares; 2025Q4: 1,362 shares; 2026Q1: 2,756 shares; 2026Q2: 2,831 shares 2,831 $1.07M 0.51% +75 Timeline FTSL 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: 84,548 shares; 2024Q4: 84,018 shares; 2025Q1: 83,426 shares; 2025Q2: 70,611 shares; 2025Q3: 35,218 shares; 2025Q4: 32,875 shares; 2026Q1: 30,914 shares; 2026Q2: 23,410 shares 23,410 $1.05M 0.5% -7,504 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: 5,322 shares; 2024Q4: 5,624 shares; 2025Q1: 5,327 shares; 2025Q2: 5,003 shares; 2025Q3: 5,164 shares; 2025Q4: 4,546 shares; 2026Q1: 4,196 shares; 2026Q2: 2,420 shares 2,420 $1.02M 0.49% -1,776 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: 489 shares; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 1,239 shares; 2025Q3: 1,293 shares; 2025Q4: 1,632 shares; 2026Q1: 1,740 shares; 2026Q2: 1,738 shares 1,738 $979K 0.47% -2 Timeline DAUG 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: 30,765 shares; 2024Q4: 31,700 shares; 2025Q1: 29,610 shares; 2025Q2: 26,684 shares; 2025Q3: 27,137 shares; 2025Q4: 25,870 shares; 2026Q1: 21,947 shares; 2026Q2: 20,568 shares 20,568 $964K 0.46% -1,379 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: 3,616 shares; 2024Q4: 3,625 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,655 shares; 2025Q4: 3,671 shares; 2026Q1: 3,189 shares; 2026Q2: 3,189 shares 3,189 $951K 0.45% 0 Timeline DMAY 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: 38,178 shares; 2024Q4: 38,141 shares; 2025Q1: 33,704 shares; 2025Q2: 35,068 shares; 2025Q3: 34,191 shares; 2025Q4: 23,994 shares; 2026Q1: 19,836 shares; 2026Q2: 19,297 shares 19,297 $909K 0.43% -539 Timeline DJAN 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: 15,815 shares; 2024Q4: 14,194 shares; 2025Q1: 12,608 shares; 2025Q2: 14,681 shares; 2025Q3: 12,663 shares; 2025Q4: 9,720 shares; 2026Q1: 19,792 shares; 2026Q2: 19,608 shares 19,608 $893K 0.43% -184 Timeline DSEP 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: 20,862 shares; 2024Q4: 23,062 shares; 2025Q1: 19,260 shares; 2025Q2: 19,236 shares; 2025Q3: 20,131 shares; 2025Q4: 18,873 shares; 2026Q1: 18,688 shares; 2026Q2: 18,461 shares 18,461 $876K 0.42% -227 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: 1,165 shares; 2024Q4: 1,377 shares; 2025Q1: 1,797 shares; 2025Q2: 2,346 shares; 2025Q3: 2,687 shares; 2025Q4: 2,607 shares; 2026Q1: 2,529 shares; 2026Q2: 2,351 shares 2,351 $866K 0.41% -178 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,685 shares; 2025Q3: 26,139 shares; 2025Q4: 26,121 shares; 2026Q1: 26,212 shares; 2026Q2: 23,967 shares 23,967 $841K 0.4% -2,245 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares; 2026Q2: 1,286 shares 1,286 $821K 0.39% +13 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: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 735 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 6,869 shares 6,869 $821K 0.39% +6,002 Timeline DOCT 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: 7,618 shares; 2024Q4: 17,896 shares; 2025Q1: 17,388 shares; 2025Q2: 16,027 shares; 2025Q3: 16,004 shares; 2025Q4: 20,068 shares; 2026Q1: 19,623 shares; 2026Q2: 17,404 shares 17,404 $812K 0.39% -2,219 Timeline DJUL 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: 21,682 shares; 2024Q4: 22,879 shares; 2025Q1: 22,441 shares; 2025Q2: 18,805 shares; 2025Q3: 21,259 shares; 2025Q4: 18,725 shares; 2026Q1: 16,191 shares; 2026Q2: 16,143 shares 16,143 $809K 0.39% -48 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 reported; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 27,381 shares; 2026Q2: 27,381 shares 27,381 $806K 0.39% 0 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: 688 shares; 2024Q4: 349 shares; 2025Q1: 425 shares; 2025Q2: 1,274 shares; 2025Q3: 1,330 shares; 2025Q4: 1,365 shares; 2026Q1: 1,424 shares; 2026Q2: 9,348 shares 9,348 $805K 0.39% +7,924 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: 942 shares; 2024Q4: 767 shares; 2025Q1: 945 shares; 2025Q2: 954 shares; 2025Q3: 968 shares; 2025Q4: 1,019 shares; 2026Q1: 977 shares; 2026Q2: 837 shares 837 $783K 0.37% -140 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 639 shares 639 $767K 0.37% +8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares; 2026Q2: 352 shares 352 $700K 0.33% +18 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: 4,991 shares; 2024Q4: 5,554 shares; 2025Q1: 5,846 shares; 2025Q2: 8,293 shares; 2025Q3: 8,679 shares; 2025Q4: 3,712 shares; 2026Q1: 2,995 shares; 2026Q2: 2,954 shares 2,954 $699K 0.33% -41 Timeline DJUN 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: 21,429 shares; 2024Q4: 21,110 shares; 2025Q1: 20,908 shares; 2025Q2: 25,794 shares; 2025Q3: 26,922 shares; 2025Q4: 22,848 shares; 2026Q1: 15,229 shares; 2026Q2: 14,030 shares 14,030 $691K 0.33% -1,199 Timeline DAPR 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: 10,956 shares; 2024Q4: 10,956 shares; 2025Q1: 10,956 shares; 2025Q2: 15,181 shares; 2025Q3: 13,505 shares; 2025Q4: 10,864 shares; 2026Q1: 11,041 shares; 2026Q2: 16,899 shares 16,899 $691K 0.33% +5,858 Timeline GJUL 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: 18,752 shares; 2024Q4: 19,797 shares; 2025Q1: 19,797 shares; 2025Q2: 21,271 shares; 2025Q3: 18,827 shares; 2025Q4: 18,827 shares; 2026Q1: 18,827 shares; 2026Q2: 15,304 shares 15,304 $666K 0.32% -3,523 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,267 shares; 2025Q4: 33,267 shares; 2026Q1: 33,267 shares; 2026Q2: 46,008 shares 46,008 $622K 0.3% +12,741 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: 1,578 shares; 2024Q4: 1,129 shares; 2025Q1: 1,253 shares; 2025Q2: 1,693 shares; 2025Q3: 2,004 shares; 2025Q4: 2,111 shares; 2026Q1: 2,706 shares; 2026Q2: 1,806 shares 1,806 $620K 0.3% -900 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,618 shares; 2025Q1: 1,643 shares; 2025Q2: 1,951 shares; 2025Q3: 1,943 shares; 2025Q4: 2,140 shares; 2026Q1: 3,696 shares; 2026Q2: 3,706 shares 3,706 $614K 0.29% +10 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,857 shares; 2024Q4: 2,227 shares; 2025Q1: 2,303 shares; 2025Q2: 2,294 shares; 2025Q3: 2,305 shares; 2025Q4: 2,726 shares; 2026Q1: 4,433 shares; 2026Q2: 4,442 shares 4,442 $607K 0.29% +9 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 853 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 762 shares; 2026Q1: 804 shares; 2026Q2: 805 shares 805 $603K 0.29% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $599K 0.29% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,205 shares; 2026Q2: 1,238 shares 1,238 $592K 0.28% +33 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares; 2026Q2: 5,074 shares 5,074 $575K 0.27% -308 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $559K 0.27% 0 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: 16,701 shares; 2024Q4: 16,409 shares; 2025Q1: 15,223 shares; 2025Q2: 13,852 shares; 2025Q3: 12,526 shares; 2025Q4: 8,853 shares; 2026Q1: 5,897 shares; 2026Q2: 5,889 shares 5,889 $553K 0.26% -8 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,191 shares; 2024Q4: 8,144 shares; 2025Q1: 7,499 shares; 2025Q2: 6,741 shares; 2025Q3: 6,688 shares; 2025Q4: 6,353 shares; 2026Q1: 5,678 shares; 2026Q2: 5,601 shares 5,601 $547K 0.26% -77 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,121 shares; 2026Q1: 11,686 shares; 2026Q2: 12,358 shares 12,358 $544K 0.26% +672 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,581 shares; 2025Q3: 7,717 shares; 2025Q4: 10,288 shares; 2026Q1: 11,179 shares; 2026Q2: 10,137 shares 10,137 $542K 0.26% -1,042 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,525 shares; 2026Q2: 2,525 shares 2,525 $528K 0.25% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,418 shares; 2024Q4: 13,457 shares; 2025Q1: 13,283 shares; 2025Q2: 12,462 shares; 2025Q3: 11,425 shares; 2025Q4: 11,394 shares; 2026Q1: 11,426 shares; 2026Q2: 10,573 shares 10,573 $527K 0.25% -853 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 2,741 shares; 2025Q3: 2,392 shares; 2025Q4: 2,392 shares; 2026Q1: 2,367 shares; 2026Q2: 2,368 shares 2,368 $520K 0.25% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,577 shares; 2026Q2: 2,577 shares 2,577 $517K 0.25% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,461 shares; 2024Q4: 85,793 shares; 2025Q1: 89,995 shares; 2025Q2: 57,902 shares; 2025Q3: 18,328 shares; 2025Q4: 14,614 shares; 2026Q1: 13,450 shares; 2026Q2: 10,441 shares 10,441 $482K 0.23% -3,009 Timeline GJUN 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: 15,485 shares; 2024Q4: 15,347 shares; 2025Q1: 15,347 shares; 2025Q2: 16,509 shares; 2025Q3: 15,284 shares; 2025Q4: 15,284 shares; 2026Q1: 15,284 shares; 2026Q2: 11,584 shares 11,584 $477K 0.23% -3,700 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,690 shares; 2026Q2: 1,705 shares 1,705 $464K 0.22% +15 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $457K 0.22% new 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: 17,775 shares; 2024Q4: 17,614 shares; 2025Q1: 17,022 shares; 2025Q2: 15,796 shares; 2025Q3: 14,529 shares; 2025Q4: 11,319 shares; 2026Q1: 9,612 shares; 2026Q2: 9,463 shares 9,463 $456K 0.22% -149 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 434 shares; 2026Q2: 439 shares 439 $444K 0.21% +5 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: 1,536 shares; 2024Q4: 1,542 shares; 2025Q1: 1,542 shares; 2025Q2: 1,542 shares; 2025Q3: 1,546 shares; 2025Q4: 1,506 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $436K 0.21% 0 Timeline DNOV 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: 6,743 shares; 2024Q4: 8,740 shares; 2025Q1: 9,155 shares; 2025Q2: 8,079 shares; 2025Q3: 7,506 shares; 2025Q4: 7,887 shares; 2026Q1: 8,497 shares; 2026Q2: 8,487 shares 8,487 $436K 0.21% -10 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,739 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,472 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 3,620 shares; 2026Q2: 3,620 shares 3,620 $435K 0.21% 0 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: 960 shares; 2024Q4: 1,123 shares; 2025Q1: 1,434 shares; 2025Q2: 1,862 shares; 2025Q3: 1,899 shares; 2025Q4: 448 shares; 2026Q1: 1,102 shares; 2026Q2: 5,201 shares 5,201 $419K 0.2% +4,099 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $398K 0.19% new 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: 3,799 shares; 2024Q4: 4,716 shares; 2025Q1: 5,384 shares; 2025Q2: 5,803 shares; 2025Q3: 5,865 shares; 2025Q4: 2,262 shares; 2026Q1: 1,536 shares; 2026Q2: 1,536 shares 1,536 $373K 0.18% 0 Timeline GJAN 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: 5,430 shares; 2024Q4: 4,236 shares; 2025Q1: 6,358 shares; 2025Q2: 7,753 shares; 2025Q3: 7,753 shares; 2025Q4: 7,431 shares; 2026Q1: 8,497 shares; 2026Q2: 8,236 shares 8,236 $371K 0.18% -261 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,752 shares; 2026Q2: 5,752 shares 5,752 $362K 0.17% 0 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: 976 shares; 2024Q4: 1,128 shares; 2025Q1: 1,188 shares; 2025Q2: 2,077 shares; 2025Q3: 2,910 shares; 2025Q4: 1,244 shares; 2026Q1: 929 shares; 2026Q2: 939 shares 939 $347K 0.17% +10 Timeline GSEP 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: 8,904 shares; 2024Q4: 11,774 shares; 2025Q1: 11,774 shares; 2025Q2: 10,257 shares; 2025Q3: 10,204 shares; 2025Q4: 10,352 shares; 2026Q1: 8,553 shares; 2026Q2: 8,479 shares 8,479 $347K 0.17% -74 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,727 shares; 2025Q1: 3,845 shares; 2025Q2: 3,868 shares; 2025Q3: 3,928 shares; 2025Q4: 2,992 shares; 2026Q1: 2,306 shares; 2026Q2: 664 shares 664 $332K 0.16% -1,642 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: 1,670 shares; 2024Q4: 2,108 shares; 2025Q1: 2,359 shares; 2025Q2: 1,786 shares; 2025Q3: 1,533 shares; 2025Q4: 1,534 shares; 2026Q1: 1,536 shares; 2026Q2: 1,506 shares 1,506 $326K 0.16% -30 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 922 shares 922 $325K 0.16% +2 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: 8,105 shares; 2024Q4: 7,132 shares; 2025Q1: 7,203 shares; 2025Q2: 7,203 shares; 2025Q3: 7,137 shares; 2025Q4: 7,166 shares; 2026Q1: 8,883 shares; 2026Q2: 2,283 shares 2,283 $320K 0.15% -6,600 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,182 shares; 2026Q1: 13,182 shares; 2026Q2: 13,182 shares 13,182 $315K 0.15% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,023 shares; 2026Q2: 8,023 shares 8,023 $313K 0.15% 0 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: 7,005 shares; 2024Q4: 28,855 shares; 2025Q1: 33,628 shares; 2025Q2: 49,648 shares; 2025Q3: 61,021 shares; 2025Q4: 18,533 shares; 2026Q1: 9,169 shares; 2026Q2: 9,148 shares 9,148 $310K 0.15% -21 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: 4,696 shares; 2024Q4: 4,683 shares; 2025Q1: 4,735 shares; 2025Q2: 4,729 shares; 2025Q3: 4,652 shares; 2025Q4: 3,984 shares; 2026Q1: 4,002 shares; 2026Q2: 4,007 shares 4,007 $304K 0.15% +5 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,281 shares; 2026Q2: 3,281 shares 3,281 $303K 0.14% 0 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: 1,481 shares; 2024Q4: 1,238 shares; 2025Q1: 1,347 shares; 2025Q2: 1,352 shares; 2025Q3: 1,113 shares; 2025Q4: 2,603 shares; 2026Q1: 4,174 shares; 2026Q2: 4,194 shares 4,194 $299K 0.14% +20 Timeline GMAY 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: 6,814 shares; 2024Q4: 6,814 shares; 2025Q1: 6,814 shares; 2025Q2: 6,822 shares; 2025Q3: 6,822 shares; 2025Q4: 6,822 shares; 2026Q1: 6,822 shares; 2026Q2: 6,829 shares 6,829 $294K 0.14% +7 Timeline YDEC 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: 30,391 shares; 2024Q4: 33,257 shares; 2025Q1: 45,506 shares; 2025Q2: 38,112 shares; 2025Q3: 15,852 shares; 2025Q4: 14,373 shares; 2026Q1: 12,191 shares; 2026Q2: 10,523 shares 10,523 $290K 0.14% -1,668 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: 699 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 800 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $289K 0.14% 0 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: 38,447 shares; 2024Q4: 38,747 shares; 2025Q1: 38,884 shares; 2025Q2: 13,335 shares; 2025Q3: 9,905 shares; 2025Q4: 7,559 shares; 2026Q1: 6,912 shares; 2026Q2: 4,943 shares 4,943 $285K 0.14% -1,969 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares; 2026Q2: 4,713 shares 4,713 $283K 0.14% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,655 shares; 2026Q2: 5,655 shares 5,655 $280K 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: 4,485 shares; 2025Q2: 9,706 shares; 2025Q3: 15,741 shares; 2025Q4: 4,425 shares; 2026Q1: 3,408 shares; 2026Q2: 3,408 shares 3,408 $279K 0.13% 0 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 reported; 2024Q4: 4,662 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 10,044 shares; 2026Q2: 10,044 shares 10,044 $278K 0.13% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $272K 0.13% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares; 2026Q2: 1,416 shares 1,416 $269K 0.13% +12 Timeline YJUN 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: 64,428 shares; 2024Q4: 61,560 shares; 2025Q1: 57,985 shares; 2025Q2: 26,417 shares; 2025Q3: 14,398 shares; 2025Q4: 13,020 shares; 2026Q1: 12,151 shares; 2026Q2: 9,959 shares 9,959 $267K 0.13% -2,192 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,540 shares; 2026Q1: 5,458 shares; 2026Q2: 5,458 shares 5,458 $266K 0.13% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,528 shares; 2024Q4: 7,818 shares; 2025Q1: 6,395 shares; 2025Q2: 6,346 shares; 2025Q3: 5,724 shares; 2025Q4: 5,508 shares; 2026Q1: 5,508 shares; 2026Q2: 5,394 shares 5,394 $265K 0.13% -114 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 9,244 shares; 2025Q4: 8,854 shares; 2026Q1: 8,779 shares; 2026Q2: 7,631 shares 7,631 $260K 0.12% -1,148 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,806 shares; 2025Q1: not reported; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,249 shares; 2026Q1: 3,149 shares; 2026Q2: 3,129 shares 3,129 $253K 0.12% -20 Timeline FXL 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $251K 0.12% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $247K 0.12% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,816 shares; 2026Q2: 7,816 shares 7,816 $245K 0.12% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares; 2026Q2: 2,371 shares 2,371 $242K 0.12% -12 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 reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 11,648 shares; 2025Q3: 12,560 shares; 2025Q4: 3,824 shares; 2026Q1: 3,215 shares; 2026Q2: 3,358 shares 3,358 $239K 0.11% +143 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,168 shares; 2026Q1: 9,163 shares; 2026Q2: 12,178 shares 12,178 $238K 0.11% +3,015 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 566 shares 566 $235K 0.11% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares; 2026Q2: 4,035 shares 4,035 $235K 0.11% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $232K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,150 shares 3,150 $231K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,694 shares 4,694 $223K 0.11% new Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,027 shares; 2025Q2: 8,966 shares; 2025Q3: 8,858 shares; 2025Q4: 8,833 shares; 2026Q1: 9,095 shares; 2026Q2: 7,098 shares 7,098 $222K 0.11% -1,997 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,702 shares; 2026Q2: 2,704 shares 2,704 $221K 0.11% -998 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,443 shares; 2026Q2: 343 shares 343 $218K 0.1% -1,100 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares; 2026Q2: 1,468 shares 1,468 $215K 0.1% -10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,150 shares; 2025Q3: 5,151 shares; 2025Q4: 5,459 shares; 2026Q1: 5,458 shares; 2026Q2: 488 shares 488 $211K 0.1% -4,970 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 reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,137 shares; 2026Q1: 4,538 shares; 2026Q2: 1,463 shares 1,463 $209K 0.1% -3,075 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,795 shares 7,795 $209K 0.1% new Timeline XSEP 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: 8,724 shares; 2024Q4: 8,724 shares; 2025Q1: 8,724 shares; 2025Q2: 8,724 shares; 2025Q3: 8,724 shares; 2025Q4: 8,665 shares; 2026Q1: 5,273 shares; 2026Q2: 4,705 shares 4,705 $209K 0.1% -568 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: 72,993 shares; 2024Q4: 63,990 shares; 2025Q1: 63,523 shares; 2025Q2: 63,410 shares; 2025Q3: 59,929 shares; 2025Q4: 54,136 shares; 2026Q1: 34,929 shares; 2026Q2: 19,031 shares 19,031 $208K 0.1% -15,898 Timeline GOCT 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: 8,773 shares; 2024Q4: 10,269 shares; 2025Q1: 5,208 shares; 2025Q2: 3,787 shares; 2025Q3: 3,739 shares; 2025Q4: 5,038 shares; 2026Q1: 5,038 shares; 2026Q2: 4,994 shares 4,994 $207K 0.1% -44 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 2,904 shares; 2026Q1: 2,839 shares; 2026Q2: 2,729 shares 2,729 $206K 0.1% -110 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,922 shares; 2024Q4: 3,922 shares; 2025Q1: 3,922 shares; 2025Q2: 3,922 shares; 2025Q3: 3,922 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 3,833 shares 3,833 $204K 0.1% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 2,525 shares; 2025Q1: 2,551 shares; 2025Q2: 2,551 shares; 2025Q3: 2,561 shares; 2025Q4: 2,597 shares; 2026Q1: 2,597 shares; 2026Q2: 721 shares 721 $203K 0.1% -1,876 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 1,725 shares; 2025Q4: 1,679 shares; 2026Q1: 1,197 shares; 2026Q2: 1,196 shares 1,196 $201K 0.1% -1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares; 2026Q2: 1,824 shares 1,824 $201K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,256 shares; 2026Q1: not reported; 2026Q2: 2,256 shares 2,256 $201K 0.1% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,107 shares; 2024Q4: 9,107 shares; 2025Q1: 7,918 shares; 2025Q2: 6,735 shares; 2025Q3: 6,688 shares; 2025Q4: 6,688 shares; 2026Q1: 4,894 shares; 2026Q2: 4,825 shares 4,825 $199K 0.1% -69 Timeline BMAR 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: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,123 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,342 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $191K 0.09% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,738 shares; 2025Q3: 2,797 shares; 2025Q4: 2,443 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares 1,942 $187K 0.09% 0 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: 4,496 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,025 shares; 2025Q4: 3,451 shares; 2026Q1: 3,451 shares; 2026Q2: 3,451 shares 3,451 $185K 0.09% 0 Timeline GAPR 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: 3,986 shares; 2024Q4: 3,986 shares; 2025Q1: 3,986 shares; 2025Q2: 3,994 shares; 2025Q3: 3,994 shares; 2025Q4: 3,702 shares; 2026Q1: 3,994 shares; 2026Q2: 4,431 shares 4,431 $185K 0.09% +437 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 459 shares; 2025Q3: 449 shares; 2025Q4: 446 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $176K 0.08% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 6,168 shares; 2025Q1: 6,052 shares; 2025Q2: 5,438 shares; 2025Q3: 4,858 shares; 2025Q4: 4,318 shares; 2026Q1: 4,230 shares; 2026Q2: 4,199 shares 4,199 $174K 0.08% -31 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $170K 0.08% 0 Timeline GDEC 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: 5,579 shares; 2024Q4: 5,484 shares; 2025Q1: 3,038 shares; 2025Q2: 4,445 shares; 2025Q3: 4,390 shares; 2025Q4: 4,328 shares; 2026Q1: 4,336 shares; 2026Q2: 4,258 shares 4,258 $169K 0.08% -78 Timeline QJUN 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: 7,414 shares; 2024Q4: 7,311 shares; 2025Q1: 6,527 shares; 2025Q2: 6,527 shares; 2025Q3: 6,067 shares; 2025Q4: 4,945 shares; 2026Q1: 4,945 shares; 2026Q2: 4,945 shares 4,945 $167K 0.08% 0 Timeline XJUN 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: 3,681 shares; 2024Q4: 3,681 shares; 2025Q1: 3,681 shares; 2025Q2: 3,681 shares; 2025Q3: 3,681 shares; 2025Q4: 3,681 shares; 2026Q1: 3,681 shares; 2026Q2: 3,681 shares 3,681 $164K 0.08% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,398 shares; 2024Q4: 6,398 shares; 2025Q1: 6,398 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,284 shares; 2026Q1: 3,655 shares; 2026Q2: 3,655 shares 3,655 $158K 0.08% 0 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: 207 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 243 shares 243 $156K 0.07% +190 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: 184 shares; 2024Q4: 535 shares; 2025Q1: 513 shares; 2025Q2: 513 shares; 2025Q3: 507 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $153K 0.07% 0 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: 630 shares; 2024Q4: 640 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 1,383 shares; 2025Q4: 1,385 shares; 2026Q1: 1,961 shares; 2026Q2: 1,963 shares 1,963 $151K 0.07% +2 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,696 shares; 2026Q2: 25,696 shares 25,696 $150K 0.07% 0 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,760 shares; 2026Q1: 4,810 shares; 2026Q2: 4,449 shares 4,449 $149K 0.07% -361 Timeline QMAR 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: 8,511 shares; 2024Q4: 7,689 shares; 2025Q1: 7,176 shares; 2025Q2: 8,070 shares; 2025Q3: 7,328 shares; 2025Q4: 5,833 shares; 2026Q1: 5,940 shares; 2026Q2: 3,932 shares 3,932 $146K 0.07% -2,008 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,136 shares 2,136 $146K 0.07% new Timeline FPXI 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: 8,763 shares; 2024Q4: 8,521 shares; 2025Q1: 7,952 shares; 2025Q2: 7,379 shares; 2025Q3: 5,302 shares; 2025Q4: 2,235 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $143K 0.07% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares; 2026Q2: 1,434 shares 1,434 $142K 0.07% 0 Timeline JUNM 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,216 shares; 2026Q2: 3,936 shares 3,936 $138K 0.07% -280 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $138K 0.07% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 739 shares; 2025Q4: 741 shares; 2026Q1: 742 shares; 2026Q2: 743 shares 743 $135K 0.06% +1 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $135K 0.06% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,245 shares; 2025Q4: 1,925 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $133K 0.06% 0 Timeline GAUG 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: 5,910 shares; 2024Q4: not reported; 2025Q1: 7,013 shares; 2025Q2: 8,540 shares; 2025Q3: 8,548 shares; 2025Q4: 8,548 shares; 2026Q1: 6,874 shares; 2026Q2: 3,107 shares 3,107 $129K 0.06% -3,767 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: 618 shares; 2024Q4: 762 shares; 2025Q1: 6,825 shares; 2025Q2: 7,148 shares; 2025Q3: 6,713 shares; 2025Q4: 2,819 shares; 2026Q1: 3,634 shares; 2026Q2: 3,612 shares 3,612 $129K 0.06% -22 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 reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $125K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: not reported; 2026Q1: 3,987 shares; 2026Q2: 3,987 shares 3,987 $124K 0.06% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,468 shares 11,468 $123K 0.06% new Timeline QCAP 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: 4,948 shares; 2024Q4: 4,948 shares; 2025Q1: 4,948 shares; 2025Q2: 4,948 shares; 2025Q3: 4,948 shares; 2025Q4: 4,948 shares; 2026Q1: 4,948 shares; 2026Q2: 4,948 shares 4,948 $123K 0.06% 0 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: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 618 shares; 2025Q3: 389 shares; 2025Q4: 527 shares; 2026Q1: 354 shares; 2026Q2: 634 shares 634 $121K 0.06% +280 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: 1,023 shares; 2024Q4: 522 shares; 2025Q1: 652 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 530 shares 530 $115K 0.06% +8 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $115K 0.05% 0 Timeline YMAR 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: 81,014 shares; 2024Q4: 73,456 shares; 2025Q1: 71,050 shares; 2025Q2: 52,478 shares; 2025Q3: 8,027 shares; 2025Q4: 5,049 shares; 2026Q1: 4,829 shares; 2026Q2: 3,831 shares 3,831 $110K 0.05% -998 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 416 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $106K 0.05% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 3,393 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 2,684 shares; 2025Q4: 2,361 shares; 2026Q1: 2,362 shares; 2026Q2: 2,364 shares 2,364 $103K 0.05% +2 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 reported; 2024Q4: 3,619 shares; 2025Q1: 3,652 shares; 2025Q2: 3,652 shares; 2025Q3: 4,007 shares; 2025Q4: 3,553 shares; 2026Q1: 1,941 shares; 2026Q2: 1,941 shares 1,941 $102K 0.05% 0 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 439 shares 439 $99.8K 0.05% new Timeline APXM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,979 shares 2,979 $94.4K 0.05% +2,579 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 808 shares; 2025Q2: 873 shares; 2025Q3: 868 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $85K 0.04% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $84.6K 0.04% 0 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: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $77.1K 0.04% 0 Timeline PMAR 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: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $75.1K 0.04% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 3,139 shares; 2025Q4: 3,139 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $71K 0.03% 0 Timeline PAPR 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,691 shares; 2025Q2: 3,691 shares; 2025Q3: 3,691 shares; 2025Q4: 3,563 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares 1,673 $70.6K 0.03% 0 Timeline VOX 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: 378 shares; 2024Q4: 380 shares; 2025Q1: 381 shares; 2025Q2: 379 shares; 2025Q3: 356 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 382 shares 382 $70.3K 0.03% +1 Timeline YSEP 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: 12,668 shares; 2024Q4: 21,776 shares; 2025Q1: 19,885 shares; 2025Q2: 10,818 shares; 2025Q3: 2,762 shares; 2025Q4: 3,542 shares; 2026Q1: 2,885 shares; 2026Q2: 2,481 shares 2,481 $68.3K 0.03% -404 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: 546 shares; 2024Q4: 548 shares; 2025Q1: 549 shares; 2025Q2: 551 shares; 2025Q3: 626 shares; 2025Q4: 628 shares; 2026Q1: 630 shares; 2026Q2: 632 shares 632 $67.7K 0.03% +2 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,448 shares; 2026Q1: 1,751 shares; 2026Q2: 1,493 shares 1,493 $66K 0.03% -258 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,739 shares; 2026Q2: 1,739 shares 1,739 $63K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $62.4K 0.03% 0 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 10 shares; 2025Q4: 167 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $61.9K 0.03% 0 Timeline BFEB 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: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $59.7K 0.03% 0 Timeline UJUN 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: 3,084 shares; 2024Q4: 3,084 shares; 2025Q1: 3,084 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $59.5K 0.03% 0 Timeline PAUG 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: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 1,408 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,300 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $58.7K 0.03% 0 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 reported; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $54.4K 0.03% 0 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: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $51K 0.02% 0 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 371 shares; 2025Q2: 374 shares; 2025Q3: 376 shares; 2025Q4: 378 shares; 2026Q1: not reported; 2026Q2: 384 shares 384 $45.6K 0.02% new 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: 3 shares; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $45.2K 0.02% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 592 shares; 2025Q4: 594 shares; 2026Q1: 595 shares; 2026Q2: 596 shares 596 $45.1K 0.02% +1 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114 shares 114 $44.5K 0.02% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 780 shares; 2025Q4: 538 shares; 2026Q1: 1,198 shares; 2026Q2: 1,427 shares 1,427 $41.3K 0.02% +229 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: 31 shares; 2024Q4: 30 shares; 2025Q1: 50 shares; 2025Q2: 30 shares; 2025Q3: 139 shares; 2025Q4: 157 shares; 2026Q1: 131 shares; 2026Q2: 136 shares 136 $41.2K 0.02% +5 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: 146 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 384 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $41.1K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,944 shares; 2025Q1: 1,846 shares; 2025Q2: 1,902 shares; 2025Q3: 1,803 shares; 2025Q4: 354 shares; 2026Q1: not reported; 2026Q2: 330 shares 330 $39.3K 0.02% new Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $38.7K 0.02% 0 Timeline TSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares; 2026Q2: 1,465 shares 1,465 $38.1K 0.02% 0 Timeline XAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $37.3K 0.02% 0 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: 866 shares; 2024Q4: 877 shares; 2025Q1: 887 shares; 2025Q2: 868 shares; 2025Q3: 408 shares; 2025Q4: 401 shares; 2026Q1: 383 shares; 2026Q2: 384 shares 384 $37K 0.02% +1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 460 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $36.8K 0.02% 0 Timeline MAYM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $36.1K 0.02% new Timeline XFEB 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: 2,737 shares; 2024Q4: 2,763 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 1,617 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 907 shares 907 $33.9K 0.02% -524 Timeline XMAR 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $30.4K 0.01% 0 Timeline FIXD 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: 3,601 shares; 2024Q4: 3,478 shares; 2025Q1: 2,673 shares; 2025Q2: 2,103 shares; 2025Q3: 1,304 shares; 2025Q4: 1,298 shares; 2026Q1: 677 shares; 2026Q2: 666 shares 666 $29K 0.01% -11 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 reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 122 shares; 2026Q1: not reported; 2026Q2: 330 shares 330 $29K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $26.7K 0.01% 0 Timeline JULM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $26.4K 0.01% 0 Timeline XJAN 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: 2,893 shares; 2024Q4: 2,893 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares; 2026Q2: 656 shares 656 $25.2K 0.01% -1,140 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $24.6K 0.01% 0 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: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 32 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $23.5K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 1,510 shares; 2025Q1: 1,493 shares; 2025Q2: 1,447 shares; 2025Q3: 754 shares; 2025Q4: 468 shares; 2026Q1: 588 shares; 2026Q2: 463 shares 463 $22.8K 0.01% -125 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $22.2K 0.01% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 308 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 239 shares; 2025Q4: 255 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $21.9K 0.01% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $21.2K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,444 shares; 2025Q3: 16,564 shares; 2025Q4: 3,625 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $20.7K 0.01% 0 Timeline GNOV 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: 746 shares; 2024Q4: 630 shares; 2025Q1: 550 shares; 2025Q2: 373 shares; 2025Q3: 320 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 482 shares 482 $20.1K 0.01% -71 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: 13,133 shares; 2024Q4: 13,325 shares; 2025Q1: 16,045 shares; 2025Q2: 12,253 shares; 2025Q3: 5,061 shares; 2025Q4: 4,558 shares; 2026Q1: not reported; 2026Q2: 617 shares 617 $18.5K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 34 shares; 2026Q1: 33 shares; 2026Q2: 132 shares 132 $16.4K 0.01% +99 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $15.8K 0.01% 0 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $15.4K 0.01% 0 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $14.4K 0.01% 0 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: 628 shares; 2024Q4: 637 shares; 2025Q1: 645 shares; 2025Q2: 528 shares; 2025Q3: 518 shares; 2025Q4: 131 shares; 2026Q1: 54 shares; 2026Q2: 62 shares 62 $14K 0.01% +8 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 660 shares; 2025Q1: 665 shares; 2025Q2: 652 shares; 2025Q3: 304 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 272 shares 272 $13.9K 0.01% -20 Timeline BDEC 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: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $13.3K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $13.2K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 141 shares; 2026Q2: 142 shares 142 $12.4K 0.01% +1 Timeline BAUG 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: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $12K 0.01% 0 Timeline PSEP 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $10.4K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $9.89K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 986 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $8.6K <0.01% 0 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $7.71K <0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 13 shares; 2026Q1: 20 shares; 2026Q2: 39 shares 39 $7.63K <0.01% +19 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $7.15K <0.01% 0 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 284 shares 284 $6.64K <0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: not reported; 2026Q2: 58 shares 58 $6.2K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 156 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $5.7K <0.01% 0 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: 383 shares; 2024Q4: 383 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 258 shares; 2025Q4: 82 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $5.56K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $5.05K <0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $4.98K <0.01% 0 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 85 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.94K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $4.68K <0.01% 0 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $4.51K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $4.47K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $4.31K <0.01% 0 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 reported; 2024Q4: 14 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.2K <0.01% 0 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: 76 shares; 2024Q4: 76 shares; 2025Q1: 118 shares; 2025Q2: 94 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.17K <0.01% 0 Timeline BJUN 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $3.07K <0.01% 0 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: 180 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 143 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $2.39K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $2.21K <0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $2.2K <0.01% new Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $2.13K <0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares 31 $2.09K <0.01% new Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.97K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $1.83K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.74K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.48K <0.01% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 605 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $1.46K <0.01% 0 Timeline XHE 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: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: not reported; 2026Q2: 17 shares 17 $1.43K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $1.36K <0.01% 0 Timeline DFAR 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 reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $1.28K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $1.16K <0.01% 0 Timeline AUGM 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $1.12K <0.01% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 36 shares 36 $1K <0.01% -30 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $940 <0.01% 0 Timeline SCHK 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: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $721 <0.01% 0 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 reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $463 <0.01% 0 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 83 shares; 2025Q4: 10 shares; 2026Q1: not reported; 2026Q2: 10 shares 10 $335 <0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $313 <0.01% 0 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 89 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $251 <0.01% 0 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares; 2026Q2: 6 shares 6 $160 <0.01% -645 Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $92 <0.01% 0 Timeline