QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 19,626 shares; 2025Q3: 18,660 shares; 2025Q4: 28,063 shares; 2026Q1: 29,849 shares; 2026Q2: 30,187 shares 30,187 $22.2M 10.3% +338 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 34,515 shares; 2025Q2: 29,584 shares; 2025Q3: 27,933 shares; 2025Q4: 24,907 shares; 2026Q1: 24,425 shares; 2026Q2: 25,179 shares 25,179 $18.8M 8.71% +754 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,347 shares; 2025Q2: 19,639 shares; 2025Q3: 18,621 shares; 2025Q4: 29,213 shares; 2026Q1: 29,875 shares; 2026Q2: 30,716 shares 30,716 $16M 7.43% +841 Timeline THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,384 shares; 2025Q2: 8,177 shares; 2025Q3: 18,462 shares; 2025Q4: 398,768 shares; 2026Q1: 443,932 shares; 2026Q2: 461,069 shares 461,069 $15.9M 7.37% +17,137 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 59,084 shares; 2025Q2: 57,460 shares; 2025Q3: 56,031 shares; 2025Q4: 56,110 shares; 2026Q1: 57,823 shares; 2026Q2: 57,594 shares 57,594 $11.5M 5.34% -229 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,301 shares; 2025Q2: 3,510 shares; 2025Q3: 3,183 shares; 2025Q4: 9,770 shares; 2026Q1: 12,689 shares; 2026Q2: 13,157 shares 13,157 $9.85M 4.56% +468 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,395 shares; 2026Q1: 346,294 shares; 2026Q2: 369,804 shares 369,804 $9.81M 4.54% +23,510 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144,166 shares; 2026Q1: 174,718 shares; 2026Q2: 186,347 shares 186,347 $9.75M 4.52% +11,629 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,884 shares; 2025Q2: 20,704 shares; 2025Q3: 21,090 shares; 2025Q4: 22,223 shares; 2026Q1: 23,004 shares; 2026Q2: 22,622 shares 22,622 $6.55M 3.03% -382 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,391 shares; 2026Q1: 128,372 shares; 2026Q2: 129,344 shares 129,344 $6.37M 2.95% +972 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,634 shares; 2026Q1: 109,729 shares; 2026Q2: 116,325 shares 116,325 $5.88M 2.73% +6,596 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,846 shares; 2025Q2: 18,643 shares; 2025Q3: 20,373 shares; 2025Q4: 102,979 shares; 2026Q1: 125,578 shares; 2026Q2: 138,997 shares 138,997 $5.6M 2.59% +13,419 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,027 shares; 2026Q1: 92,277 shares; 2026Q2: 93,280 shares 93,280 $4.82M 2.23% +1,003 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,324 shares; 2026Q1: 110,903 shares; 2026Q2: 112,869 shares 112,869 $4.66M 2.16% +1,966 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 54,762 shares; 2025Q2: 52,250 shares; 2025Q3: 56,192 shares; 2025Q4: 75,341 shares; 2026Q1: 72,158 shares; 2026Q2: 81,195 shares 81,195 $4.59M 2.12% +9,037 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 176,837 shares; 2025Q2: 133,419 shares; 2025Q3: 139,792 shares; 2025Q4: 164,822 shares; 2026Q1: 161,576 shares; 2026Q2: 169,976 shares 169,976 $4.37M 2.03% +8,400 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,772 shares; 2026Q1: 33,640 shares; 2026Q2: 35,782 shares 35,782 $3.9M 1.81% +2,142 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 120,264 shares; 2025Q2: 97,879 shares; 2025Q3: 97,943 shares; 2025Q4: 95,818 shares; 2026Q1: 83,531 shares; 2026Q2: 89,827 shares 89,827 $3.41M 1.58% +6,296 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,785 shares; 2026Q1: 83,050 shares; 2026Q2: 91,869 shares 91,869 $2.91M 1.35% +8,819 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,088 shares; 2025Q2: 6,869 shares; 2025Q3: 7,134 shares; 2025Q4: 4,121 shares; 2026Q1: 3,605 shares; 2026Q2: 3,741 shares 3,741 $2.57M 1.19% +136 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,282 shares; 2026Q1: 14,101 shares; 2026Q2: 15,252 shares 15,252 $2.41M 1.12% +1,151 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,083 shares; 2025Q3: 15,368 shares; 2025Q4: 11,873 shares; 2026Q1: 10,200 shares; 2026Q2: 10,825 shares 10,825 $2.38M 1.1% +625 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,118 shares; 2025Q2: 5,212 shares; 2025Q3: 5,063 shares; 2025Q4: 4,731 shares; 2026Q1: 5,436 shares; 2026Q2: 5,391 shares 5,391 $2.01M 0.93% -45 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 143,376 shares; 2025Q2: 188,112 shares; 2025Q3: 183,045 shares; 2025Q4: 57,221 shares; 2026Q1: 39,311 shares; 2026Q2: 39,586 shares 39,586 $1.81M 0.84% +275 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,843 shares; 2025Q2: 6,472 shares; 2025Q3: 7,137 shares; 2025Q4: 6,775 shares; 2026Q1: 7,493 shares; 2026Q2: 7,442 shares 7,442 $1.77M 0.82% -51 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,168 shares; 2026Q1: 20,680 shares; 2026Q2: 20,677 shares 20,677 $1.77M 0.82% -3 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 18,786 shares; 2025Q2: 29,421 shares; 2025Q3: 35,032 shares; 2025Q4: 31,845 shares; 2026Q1: 35,154 shares; 2026Q2: 35,158 shares 35,158 $1.66M 0.77% +4 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,414 shares; 2025Q2: 4,887 shares; 2025Q3: 6,154 shares; 2025Q4: 4,617 shares; 2026Q1: 4,616 shares; 2026Q2: 5,275 shares 5,275 $1.6M 0.74% +659 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,565 shares; 2025Q2: 10,321 shares; 2025Q3: 11,867 shares; 2025Q4: 5,492 shares; 2026Q1: 4,087 shares; 2026Q2: 4,008 shares 4,008 $1.48M 0.69% -79 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,016 shares; 2025Q2: 2,455 shares; 2025Q3: 3,660 shares; 2025Q4: 3,288 shares; 2026Q1: 3,800 shares; 2026Q2: 4,040 shares 4,040 $1.44M 0.67% +240 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,144 shares; 2025Q2: 2,861 shares; 2025Q3: 2,939 shares; 2025Q4: 3,029 shares; 2026Q1: 3,106 shares; 2026Q2: 3,122 shares 3,122 $1.31M 0.61% +16 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,157 shares; 2025Q2: 7,281 shares; 2025Q3: 8,640 shares; 2025Q4: 2,276 shares; 2026Q1: 2,182 shares; 2026Q2: 13,781 shares 13,781 $1.19M 0.55% +11,599 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,205 shares; 2025Q2: 3,031 shares; 2025Q3: 4,257 shares; 2025Q4: 3,205 shares; 2026Q1: 3,323 shares; 2026Q2: 3,041 shares 3,041 $1.07M 0.5% -282 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 705 shares; 2025Q2: 656 shares; 2025Q3: 725 shares; 2025Q4: 759 shares; 2026Q1: 802 shares; 2026Q2: 830 shares 830 $995K 0.46% +28 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,997 shares; 2025Q2: 18,698 shares; 2025Q3: 17,479 shares; 2025Q4: 3,013 shares; 2026Q1: 2,737 shares; 2026Q2: 2,693 shares 2,693 $992K 0.46% -44 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,481 shares; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 1,272 shares; 2026Q1: 1,287 shares; 2026Q2: 1,416 shares 1,416 $928K 0.43% +129 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,352 shares; 2026Q1: 14,379 shares; 2026Q2: 18,699 shares 18,699 $910K 0.42% +4,320 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 30,629 shares; 2025Q2: 32,827 shares; 2025Q3: 238,360 shares; 2025Q4: 26,340 shares; 2026Q1: 26,099 shares; 2026Q2: 27,072 shares 27,072 $903K 0.42% +973 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,384 shares; 2025Q2: 8,136 shares; 2025Q3: 8,345 shares; 2025Q4: 8,329 shares; 2026Q1: 8,331 shares; 2026Q2: 8,201 shares 8,201 $735K 0.34% -130 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 310,843 shares; 2025Q2: 274,605 shares; 2025Q3: 269,047 shares; 2025Q4: 79,590 shares; 2026Q1: 30,737 shares; 2026Q2: 30,298 shares 30,298 $611K 0.28% -439 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 119,568 shares; 2025Q2: 91,035 shares; 2025Q3: 96,371 shares; 2025Q4: 32,286 shares; 2026Q1: 12,133 shares; 2026Q2: 11,968 shares 11,968 $605K 0.28% -165 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,694 shares; 2025Q2: 6,192 shares; 2025Q3: 7,260 shares; 2025Q4: 6,470 shares; 2026Q1: 5,590 shares; 2026Q2: 5,280 shares 5,280 $598K 0.28% -310 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,723 shares; 2026Q1: 8,678 shares; 2026Q2: 10,683 shares 10,683 $571K 0.26% +2,005 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,010 shares; 2025Q2: 4,051 shares; 2025Q3: 5,263 shares; 2025Q4: 5,266 shares; 2026Q1: 5,270 shares; 2026Q2: 5,273 shares 5,273 $567K 0.26% +3 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 150,158 shares; 2025Q2: 92,327 shares; 2025Q3: 95,933 shares; 2025Q4: 24,115 shares; 2026Q1: 16,714 shares; 2026Q2: 16,203 shares 16,203 $548K 0.25% -511 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 34,845 shares; 2025Q3: 30,328 shares; 2025Q4: 8,562 shares; 2026Q1: 11,684 shares; 2026Q2: 13,257 shares 13,257 $524K 0.24% +1,573 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,268 shares; 2025Q2: 1,213 shares; 2025Q3: 1,318 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $490K 0.23% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 2,820 shares; 2026Q2: 3,016 shares 3,016 $487K 0.23% +196 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $472K 0.22% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 726 shares; 2025Q2: 467 shares; 2025Q3: 719 shares; 2025Q4: 692 shares; 2026Q1: 840 shares; 2026Q2: 830 shares 830 $468K 0.22% -10 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 952 shares; 2025Q2: 818 shares; 2025Q3: 1,044 shares; 2025Q4: 738 shares; 2026Q1: 1,048 shares; 2026Q2: 1,237 shares 1,237 $467K 0.22% +189 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,650 shares; 2025Q2: 7,270 shares; 2025Q3: 7,761 shares; 2025Q4: 2,046 shares; 2026Q1: 1,498 shares; 2026Q2: 1,513 shares 1,513 $459K 0.21% +15 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,656 shares 1,656 $442K 0.2% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,449 shares; 2025Q2: 1,410 shares; 2025Q3: 1,851 shares; 2025Q4: 1,628 shares; 2026Q1: 1,210 shares; 2026Q2: 1,346 shares 1,346 $441K 0.2% +136 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: not loaded; 2024Q4: not loaded; 2025Q1: 121,917 shares; 2025Q2: 75,871 shares; 2025Q3: 78,486 shares; 2025Q4: 19,903 shares; 2026Q1: 13,687 shares; 2026Q2: 14,288 shares 14,288 $414K 0.19% +601 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 1,019 shares; 2025Q4: 959 shares; 2026Q1: 1,045 shares; 2026Q2: 1,078 shares 1,078 $403K 0.19% +33 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares; 2026Q2: 2,108 shares 2,108 $396K 0.18% +80 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 213,659 shares; 2025Q2: 164,431 shares; 2025Q3: 174,709 shares; 2025Q4: 58,079 shares; 2026Q1: 19,816 shares; 2026Q2: 19,241 shares 19,241 $392K 0.18% -575 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,796 shares; 2026Q2: 3,844 shares 3,844 $371K 0.17% +48 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,470 shares; 2026Q1: 3,901 shares; 2026Q2: 4,326 shares 4,326 $370K 0.17% +425 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $367K 0.17% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,972 shares; 2025Q4: 3,837 shares; 2026Q1: 2,985 shares; 2026Q2: 2,680 shares 2,680 $366K 0.17% -305 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: 1,877 shares; 2026Q1: 1,434 shares; 2026Q2: 1,375 shares 1,375 $349K 0.16% -59 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 1,205 shares; 2025Q4: 1,053 shares; 2026Q1: 1,073 shares; 2026Q2: 982 shares 982 $346K 0.16% -91 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,079 shares; 2025Q2: 6,389 shares; 2025Q3: 6,828 shares; 2025Q4: 1,849 shares; 2026Q1: 1,129 shares; 2026Q2: 1,095 shares 1,095 $335K 0.16% -34 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,295 shares; 2026Q2: 3,550 shares 3,550 $320K 0.15% +255 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 8,105 shares; 2025Q3: 8,287 shares; 2025Q4: not reported; 2026Q1: 3,168 shares; 2026Q2: 4,117 shares 4,117 $317K 0.15% +949 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,257 shares 2,257 $315K 0.15% new Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,157 shares; 2026Q2: 5,137 shares 5,137 $314K 0.15% +980 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: not reported; 2026Q1: 4,323 shares; 2026Q2: 4,404 shares 4,404 $314K 0.15% +81 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 861 shares; 2025Q4: 911 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $303K 0.14% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 4,466 shares; 2026Q1: 4,961 shares; 2026Q2: 4,961 shares 4,961 $300K 0.14% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $297K 0.14% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,560 shares; 2025Q3: 14,403 shares; 2025Q4: 14,105 shares; 2026Q1: 15,182 shares; 2026Q2: 15,450 shares 15,450 $295K 0.14% +268 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $292K 0.14% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,602 shares 3,602 $291K 0.13% new Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $272K 0.13% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,968 shares 3,968 $270K 0.13% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,474 shares; 2026Q2: 2,588 shares 2,588 $267K 0.12% +114 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $255K 0.12% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 923 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $252K 0.12% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 1,516 shares 1,516 $251K 0.12% +92 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 266 shares 266 $249K 0.12% +16 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $243K 0.11% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,701 shares 5,701 $239K 0.11% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,465 shares; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 3,500 shares; 2026Q1: 3,401 shares; 2026Q2: 3,066 shares 3,066 $225K 0.1% -335 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 1,532 shares 1,532 $225K 0.1% +68 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,544 shares; 2025Q4: not reported; 2026Q1: 5,858 shares; 2026Q2: 5,930 shares 5,930 $218K 0.1% +72 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $208K 0.1% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,176 shares; 2025Q2: 3,803 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $207K 0.1% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 18,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,799 shares 3,799 $204K 0.09% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,606 shares; 2026Q2: 15,116 shares 15,116 $121K 0.06% +3,510 Timeline