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: 552,146 shares; 2024Q4: 539,482 shares; 2025Q1: 529,541 shares; 2025Q2: 518,733 shares; 2025Q3: 509,938 shares; 2025Q4: 500,774 shares; 2026Q1: 491,868 shares; 2026Q2: 484,908 shares 484,908 $167M 18.06% -6,960 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: 21,339 shares; 2024Q4: 29,935 shares; 2025Q1: 35,552 shares; 2025Q2: 42,637 shares; 2025Q3: 49,228 shares; 2025Q4: 58,382 shares; 2026Q1: 71,166 shares; 2026Q2: 117,953 shares 117,953 $88.1M 9.54% +46,787 Timeline AFIX ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,107,718 shares 2,107,718 $52.3M 5.66% new Timeline VXF 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: 195,729 shares; 2024Q4: 195,751 shares; 2025Q1: 195,552 shares; 2025Q2: 195,831 shares; 2025Q3: 197,051 shares; 2025Q4: 200,791 shares; 2026Q1: 204,556 shares; 2026Q2: 204,797 shares 204,797 $50.4M 5.46% +241 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: 532,861 shares; 2024Q4: 554,658 shares; 2025Q1: 563,664 shares; 2025Q2: 552,247 shares; 2025Q3: 553,423 shares; 2025Q4: 573,760 shares; 2026Q1: 576,420 shares; 2026Q2: 578,892 shares 578,892 $49.5M 5.36% +2,472 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: 161,564 shares; 2024Q4: 146,713 shares; 2025Q1: 153,034 shares; 2025Q2: 161,365 shares; 2025Q3: 172,641 shares; 2025Q4: 255,659 shares; 2026Q1: 445,648 shares; 2026Q2: 468,298 shares 468,298 $46.4M 5.02% +22,650 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: 114,839 shares; 2024Q4: 116,122 shares; 2025Q1: 116,402 shares; 2025Q2: 116,099 shares; 2025Q3: 115,153 shares; 2025Q4: 117,374 shares; 2026Q1: 117,827 shares; 2026Q2: 117,508 shares 117,508 $34M 3.68% -319 Timeline AFSM 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: 525,829 shares; 2026Q1: 551,235 shares; 2026Q2: 557,503 shares 557,503 $22.9M 2.48% +6,268 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: 250,197 shares; 2024Q4: 738,202 shares; 2025Q1: 719,192 shares; 2025Q2: 704,368 shares; 2025Q3: 716,488 shares; 2025Q4: 718,097 shares; 2026Q1: 709,503 shares; 2026Q2: 704,165 shares 704,165 $20.4M 2.21% -5,338 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,243 shares; 2024Q4: 115,668 shares; 2025Q1: 144,348 shares; 2025Q2: 154,250 shares; 2025Q3: 163,336 shares; 2025Q4: 172,986 shares; 2026Q1: 182,613 shares; 2026Q2: 194,610 shares 194,610 $20.2M 2.19% +11,997 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: 167,859 shares; 2024Q4: 653,829 shares; 2025Q1: 640,185 shares; 2025Q2: 625,828 shares; 2025Q3: 611,822 shares; 2025Q4: 599,128 shares; 2026Q1: 597,523 shares; 2026Q2: 588,416 shares 588,416 $19.9M 2.16% -9,107 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: 133,811 shares; 2024Q4: 153,581 shares; 2025Q1: 164,746 shares; 2025Q2: 166,413 shares; 2025Q3: 174,073 shares; 2025Q4: 187,362 shares; 2026Q1: 192,172 shares; 2026Q2: 202,475 shares 202,475 $19.6M 2.12% +10,303 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: 41,176 shares; 2024Q4: 43,826 shares; 2025Q1: 46,477 shares; 2025Q2: 47,629 shares; 2025Q3: 49,676 shares; 2025Q4: 52,791 shares; 2026Q1: 55,011 shares; 2026Q2: 229,088 shares 229,088 $18.5M 2% +174,077 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: 275,067 shares; 2024Q4: 664,069 shares; 2025Q1: 659,589 shares; 2025Q2: 649,813 shares; 2025Q3: 662,116 shares; 2025Q4: 671,466 shares; 2026Q1: 664,104 shares; 2026Q2: 666,919 shares 666,919 $15.4M 1.67% +2,815 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: 33,605 shares; 2024Q4: 35,844 shares; 2025Q1: 38,132 shares; 2025Q2: 40,992 shares; 2025Q3: 42,757 shares; 2025Q4: 44,953 shares; 2026Q1: 46,360 shares; 2026Q2: 47,870 shares 47,870 $14.5M 1.57% +1,510 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,538 shares; 2024Q4: 252,666 shares; 2025Q1: 263,183 shares; 2025Q2: 275,607 shares; 2025Q3: 279,538 shares; 2025Q4: 280,837 shares; 2026Q1: 279,461 shares; 2026Q2: 278,970 shares 278,970 $13.3M 1.44% -491 Timeline MGV 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: 83,275 shares; 2024Q4: 83,054 shares; 2025Q1: 82,787 shares; 2025Q2: 81,797 shares; 2025Q3: 81,978 shares; 2025Q4: 81,777 shares; 2026Q1: 79,569 shares; 2026Q2: 79,306 shares 79,306 $13M 1.4% -263 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: 122,382 shares; 2024Q4: 372,410 shares; 2025Q1: 376,020 shares; 2025Q2: 380,088 shares; 2025Q3: 383,415 shares; 2025Q4: 386,593 shares; 2026Q1: 375,735 shares; 2026Q2: 370,207 shares 370,207 $12.9M 1.4% -5,528 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,365 shares; 2024Q4: 14,715 shares; 2025Q1: 10,429 shares; 2025Q2: 12,565 shares; 2025Q3: 12,565 shares; 2025Q4: 11,034 shares; 2026Q1: 153,777 shares; 2026Q2: 153,777 shares 153,777 $12.8M 1.39% 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: 199,189 shares; 2024Q4: 406,417 shares; 2025Q1: 400,035 shares; 2025Q2: 387,248 shares; 2025Q3: 387,401 shares; 2025Q4: 393,248 shares; 2026Q1: 381,286 shares; 2026Q2: 381,900 shares 381,900 $10.6M 1.15% +614 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: 74,635 shares; 2024Q4: 222,098 shares; 2025Q1: 222,913 shares; 2025Q2: 237,222 shares; 2025Q3: 243,100 shares; 2025Q4: 244,371 shares; 2026Q1: 243,089 shares; 2026Q2: 242,813 shares 242,813 $8.95M 0.97% -276 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,637 shares; 2024Q4: 97,392 shares; 2025Q1: 107,511 shares; 2025Q2: 111,608 shares; 2025Q3: 118,325 shares; 2025Q4: 128,685 shares; 2026Q1: 138,652 shares; 2026Q2: 146,149 shares 146,149 $8.72M 0.94% +7,497 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,456 shares; 2024Q4: 79,291 shares; 2025Q1: 80,023 shares; 2025Q2: 88,483 shares; 2025Q3: 88,325 shares; 2025Q4: 90,246 shares; 2026Q1: 88,481 shares; 2026Q2: 88,048 shares 88,048 $8.4M 0.91% -433 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,829 shares; 2024Q4: 48,588 shares; 2025Q1: 48,313 shares; 2025Q2: 49,516 shares; 2025Q3: 49,606 shares; 2025Q4: 49,566 shares; 2026Q1: 48,330 shares; 2026Q2: 47,117 shares 47,117 $7.76M 0.84% -1,213 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: 22,685 shares; 2024Q4: 21,596 shares; 2025Q1: 21,651 shares; 2025Q2: 22,455 shares; 2025Q3: 21,998 shares; 2025Q4: 21,782 shares; 2026Q1: 21,403 shares; 2026Q2: 21,405 shares 21,405 $7.65M 0.83% +2 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,747 shares; 2024Q4: 71,434 shares; 2025Q1: 69,417 shares; 2025Q2: 77,867 shares; 2025Q3: 76,729 shares; 2025Q4: 75,220 shares; 2026Q1: 73,776 shares; 2026Q2: 73,212 shares 73,212 $6.71M 0.73% -564 Timeline SCHA 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: 91,582 shares; 2024Q4: 182,958 shares; 2025Q1: 183,683 shares; 2025Q2: 186,232 shares; 2025Q3: 187,408 shares; 2025Q4: 186,773 shares; 2026Q1: 185,173 shares; 2026Q2: 185,234 shares 185,234 $6.69M 0.72% +61 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: 9,929 shares; 2024Q4: 9,382 shares; 2025Q1: 9,256 shares; 2025Q2: 9,425 shares; 2025Q3: 9,269 shares; 2025Q4: 9,210 shares; 2026Q1: 8,842 shares; 2026Q2: 8,752 shares 8,752 $6.55M 0.71% -90 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: 67,459 shares; 2024Q4: 70,443 shares; 2025Q1: 71,507 shares; 2025Q2: 81,320 shares; 2025Q3: 80,289 shares; 2025Q4: 80,787 shares; 2026Q1: 78,390 shares; 2026Q2: 77,652 shares 77,652 $6.43M 0.7% -738 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: 82,543 shares; 2024Q4: 83,290 shares; 2025Q1: 84,298 shares; 2025Q2: 83,374 shares; 2025Q3: 82,528 shares; 2025Q4: 83,343 shares; 2026Q1: 83,100 shares; 2026Q2: 82,796 shares 82,796 $5.9M 0.64% -304 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: 15,639 shares; 2024Q4: 14,066 shares; 2025Q1: 14,104 shares; 2025Q2: 14,259 shares; 2025Q3: 13,449 shares; 2025Q4: 15,142 shares; 2026Q1: 14,936 shares; 2026Q2: 14,741 shares 14,741 $5.21M 0.56% -195 Timeline JCPB 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: 40,700 shares; 2024Q4: 52,368 shares; 2025Q1: 58,794 shares; 2025Q2: 71,642 shares; 2025Q3: 80,939 shares; 2025Q4: 90,639 shares; 2026Q1: 96,820 shares; 2026Q2: 102,838 shares 102,838 $4.83M 0.52% +6,018 Timeline LMBS 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: 89,292 shares; 2024Q4: 91,025 shares; 2025Q1: 88,688 shares; 2025Q2: 88,080 shares; 2025Q3: 88,261 shares; 2025Q4: 90,135 shares; 2026Q1: 93,770 shares; 2026Q2: 95,616 shares 95,616 $4.76M 0.52% +1,846 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: 14,807 shares; 2024Q4: 14,473 shares; 2025Q1: 15,269 shares; 2025Q2: 15,097 shares; 2025Q3: 13,233 shares; 2025Q4: 12,999 shares; 2026Q1: 12,917 shares; 2026Q2: 12,821 shares 12,821 $4.74M 0.51% -96 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: 2,007 shares; 2024Q4: 2,107 shares; 2025Q1: 2,109 shares; 2025Q2: 2,114 shares; 2025Q3: 2,107 shares; 2025Q4: 2,057 shares; 2026Q1: 3,672 shares; 2026Q2: 3,672 shares 3,672 $4.4M 0.48% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 10,209 shares; 2025Q1: 11,207 shares; 2025Q2: 11,097 shares; 2025Q3: 11,097 shares; 2025Q4: 9,943 shares; 2026Q1: 10,310 shares; 2026Q2: 10,460 shares 10,460 $4.4M 0.48% +150 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: 12,998 shares; 2024Q4: 14,388 shares; 2025Q1: 15,884 shares; 2025Q2: 15,345 shares; 2025Q3: 15,966 shares; 2025Q4: 18,838 shares; 2026Q1: 20,862 shares; 2026Q2: 21,469 shares 21,469 $4.3M 0.47% +607 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,648 shares; 2024Q4: 14,193 shares; 2025Q1: 14,294 shares; 2025Q2: 34,053 shares; 2025Q3: 39,653 shares; 2025Q4: 44,564 shares; 2026Q1: 43,436 shares; 2026Q2: 42,266 shares 42,266 $4.15M 0.45% -1,170 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,173 shares; 2024Q4: 16,663 shares; 2025Q1: 16,562 shares; 2025Q2: 15,935 shares; 2025Q3: 16,144 shares; 2025Q4: 16,083 shares; 2026Q1: 10,512 shares; 2026Q2: 10,242 shares 10,242 $3.82M 0.41% -270 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: 7,357 shares; 2024Q4: 14,037 shares; 2025Q1: 13,969 shares; 2025Q2: 14,030 shares; 2025Q3: 18,375 shares; 2025Q4: 18,322 shares; 2026Q1: 11,327 shares; 2026Q2: 11,012 shares 11,012 $3.6M 0.39% -315 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,062 shares; 2024Q4: 32,469 shares; 2025Q1: 34,335 shares; 2025Q2: 35,020 shares; 2025Q3: 36,200 shares; 2025Q4: 38,703 shares; 2026Q1: 40,212 shares; 2026Q2: 42,698 shares 42,698 $3.51M 0.38% +2,486 Timeline UITB 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: 70,060 shares; 2024Q4: 72,330 shares; 2025Q1: 70,519 shares; 2025Q2: 69,951 shares; 2025Q3: 70,074 shares; 2025Q4: 71,774 shares; 2026Q1: 73,490 shares; 2026Q2: 74,964 shares 74,964 $3.51M 0.38% +1,474 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,138 shares; 2024Q4: 79,041 shares; 2025Q1: 64,812 shares; 2025Q2: 58,734 shares; 2025Q3: 56,159 shares; 2025Q4: 52,996 shares; 2026Q1: 72,276 shares; 2026Q2: 61,526 shares 61,526 $3.32M 0.36% -10,750 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,721 shares; 2024Q4: 18,081 shares; 2025Q1: 17,631 shares; 2025Q2: 13,071 shares; 2025Q3: 12,891 shares; 2025Q4: 12,252 shares; 2026Q1: 11,963 shares; 2026Q2: 11,875 shares 11,875 $3.25M 0.35% -88 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,786 shares; 2024Q4: 17,034 shares; 2025Q1: 16,834 shares; 2025Q2: 16,822 shares; 2025Q3: 15,996 shares; 2025Q4: 14,082 shares; 2026Q1: 13,811 shares; 2026Q2: 13,326 shares 13,326 $3.18M 0.34% -485 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: 7,649 shares; 2024Q4: 7,900 shares; 2025Q1: 7,937 shares; 2025Q2: 7,994 shares; 2025Q3: 7,966 shares; 2025Q4: 8,266 shares; 2026Q1: 8,668 shares; 2026Q2: 8,937 shares 8,937 $3.15M 0.34% +269 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: 7,983 shares; 2024Q4: 7,785 shares; 2025Q1: 7,117 shares; 2025Q2: 7,055 shares; 2025Q3: 6,568 shares; 2025Q4: 6,357 shares; 2026Q1: 5,913 shares; 2026Q2: 23,557 shares 23,557 $2.93M 0.32% +17,644 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: 4,712 shares; 2024Q4: 4,674 shares; 2025Q1: 4,676 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 5,346 shares; 2026Q1: 5,361 shares; 2026Q2: 5,173 shares 5,173 $2.59M 0.28% -188 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: 22,226 shares; 2024Q4: 22,527 shares; 2025Q1: 22,524 shares; 2025Q2: 22,553 shares; 2025Q3: 22,375 shares; 2025Q4: 22,548 shares; 2026Q1: 22,539 shares; 2026Q2: 22,790 shares 22,790 $2.37M 0.26% +251 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.24% 0 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: 20,549 shares; 2024Q4: 61,250 shares; 2025Q1: 61,535 shares; 2025Q2: 62,748 shares; 2025Q3: 62,350 shares; 2025Q4: 61,024 shares; 2026Q1: 60,727 shares; 2026Q2: 72,674 shares 72,674 $2.14M 0.23% +11,947 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,538 shares; 2024Q4: 58,407 shares; 2025Q1: 57,625 shares; 2025Q2: 59,664 shares; 2025Q3: 59,239 shares; 2025Q4: 59,816 shares; 2026Q1: 58,157 shares; 2026Q2: 58,031 shares 58,031 $2.1M 0.23% -126 Timeline JMST 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: 19,518 shares; 2024Q4: 13,068 shares; 2025Q1: 11,103 shares; 2025Q2: 8,907 shares; 2025Q3: 19,836 shares; 2025Q4: 15,828 shares; 2026Q1: 42,261 shares; 2026Q2: 37,844 shares 37,844 $1.93M 0.21% -4,417 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,092 shares; 2025Q1: 1,195 shares; 2025Q2: 1,472 shares; 2025Q3: 3,192 shares; 2025Q4: 3,190 shares; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares 3,190 $1.8M 0.19% 0 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: 7,597 shares; 2024Q4: 8,609 shares; 2025Q1: 8,001 shares; 2025Q2: 7,885 shares; 2025Q3: 7,632 shares; 2025Q4: 7,387 shares; 2026Q1: 6,947 shares; 2026Q2: 6,950 shares 6,950 $1.77M 0.19% +3 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,436 shares; 2024Q4: 6,468 shares; 2025Q1: 6,119 shares; 2025Q2: 20,510 shares; 2025Q3: 19,093 shares; 2025Q4: 19,080 shares; 2026Q1: 18,922 shares; 2026Q2: 19,016 shares 19,016 $1.74M 0.19% +94 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 997 shares; 2025Q1: 982 shares; 2025Q2: 972 shares; 2025Q3: 843 shares; 2025Q4: 1,336 shares; 2026Q1: 1,146 shares; 2026Q2: 6,268 shares 6,268 $1.69M 0.18% +5,122 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: 12,234 shares; 2024Q4: 35,042 shares; 2025Q1: 35,038 shares; 2025Q2: 35,046 shares; 2025Q3: 35,049 shares; 2025Q4: 35,073 shares; 2026Q1: 24,068 shares; 2026Q2: 12,301 shares 12,301 $1.68M 0.18% -11,767 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,822 shares; 2025Q4: 8,809 shares; 2026Q1: 9,607 shares; 2026Q2: 9,812 shares 9,812 $1.62M 0.18% +205 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 18,734 shares; 2025Q4: 21,152 shares; 2026Q1: 23,257 shares; 2026Q2: 24,611 shares 24,611 $1.61M 0.17% +1,354 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: 6,079 shares; 2024Q4: 5,360 shares; 2025Q1: 4,562 shares; 2025Q2: 4,537 shares; 2025Q3: 4,238 shares; 2025Q4: 3,980 shares; 2026Q1: 3,897 shares; 2026Q2: 3,863 shares 3,863 $1.58M 0.17% -34 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,597 shares; 2024Q4: 2,597 shares; 2025Q1: 2,597 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,967 shares; 2026Q1: 2,967 shares; 2026Q2: 2,967 shares 2,967 $1.52M 0.17% 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: 10,791 shares; 2024Q4: 10,404 shares; 2025Q1: 10,298 shares; 2025Q2: 10,270 shares; 2025Q3: 10,523 shares; 2025Q4: 10,638 shares; 2026Q1: 10,403 shares; 2026Q2: 10,314 shares 10,314 $1.51M 0.16% -89 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,209 shares; 2024Q4: 11,692 shares; 2025Q1: 12,321 shares; 2025Q2: 12,321 shares; 2025Q3: 11,739 shares; 2025Q4: 12,850 shares; 2026Q1: 14,840 shares; 2026Q2: 15,338 shares 15,338 $1.38M 0.15% +498 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,686 shares; 2024Q4: 7,822 shares; 2025Q1: 7,814 shares; 2025Q2: 7,889 shares; 2025Q3: 7,814 shares; 2025Q4: 5,740 shares; 2026Q1: 6,959 shares; 2026Q2: 6,959 shares 6,959 $1.26M 0.14% 0 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: 3,495 shares; 2024Q4: 3,409 shares; 2025Q1: 3,419 shares; 2025Q2: 3,460 shares; 2025Q3: 3,725 shares; 2025Q4: 3,471 shares; 2026Q1: 3,470 shares; 2026Q2: 2,850 shares 2,850 $1.18M 0.13% -620 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: 5,479 shares; 2024Q4: 7,690 shares; 2025Q1: 7,902 shares; 2025Q2: 7,633 shares; 2025Q3: 7,491 shares; 2025Q4: 12,101 shares; 2026Q1: 8,255 shares; 2026Q2: 7,720 shares 7,720 $1.13M 0.12% -535 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,157 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 9,789 shares; 2025Q3: 9,747 shares; 2025Q4: 7,852 shares; 2026Q1: 10,021 shares; 2026Q2: 10,002 shares 10,002 $1.11M 0.12% -19 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: 5,601 shares; 2024Q4: 5,335 shares; 2025Q1: 5,005 shares; 2025Q2: 4,966 shares; 2025Q3: 4,976 shares; 2025Q4: 5,073 shares; 2026Q1: 5,081 shares; 2026Q2: 4,969 shares 4,969 $1.08M 0.12% -112 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: 1,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,454 shares; 2025Q3: 1,776 shares; 2025Q4: 1,816 shares; 2026Q1: 1,711 shares; 2026Q2: 1,849 shares 1,849 $1.07M 0.12% +138 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,061 shares; 2024Q4: 9,717 shares; 2025Q1: 10,572 shares; 2025Q2: 9,478 shares; 2025Q3: 9,857 shares; 2025Q4: 10,913 shares; 2026Q1: 12,031 shares; 2026Q2: 12,395 shares 12,395 $1.06M 0.11% +364 Timeline SCHC 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: 21,407 shares; 2024Q4: 22,077 shares; 2025Q1: 22,128 shares; 2025Q2: 23,063 shares; 2025Q3: 22,660 shares; 2025Q4: 22,875 shares; 2026Q1: 22,328 shares; 2026Q2: 21,951 shares 21,951 $1.06M 0.11% -377 Timeline POWR 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: not reported; 2026Q2: 36,511 shares 36,511 $1.02M 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 935 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $993K 0.11% 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: 8,782 shares; 2024Q4: 8,813 shares; 2025Q1: 8,818 shares; 2025Q2: 8,141 shares; 2025Q3: 8,141 shares; 2025Q4: 8,143 shares; 2026Q1: 7,909 shares; 2026Q2: 7,751 shares 7,751 $964K 0.1% -158 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,124 shares; 2024Q4: 12,493 shares; 2025Q1: 12,251 shares; 2025Q2: 12,124 shares; 2025Q3: 12,614 shares; 2025Q4: 13,278 shares; 2026Q1: 13,341 shares; 2026Q2: 13,333 shares 13,333 $902K 0.1% -8 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: 2,090 shares; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,742 shares; 2025Q3: 1,391 shares; 2025Q4: 1,250 shares; 2026Q1: 1,740 shares; 2026Q2: 2,410 shares 2,410 $888K 0.1% +670 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: 551 shares; 2024Q4: 553 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 807 shares; 2026Q1: 857 shares; 2026Q2: 1,182 shares 1,182 $870K 0.09% +325 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: 2,572 shares; 2024Q4: 2,469 shares; 2025Q1: 2,370 shares; 2025Q2: 2,120 shares; 2025Q3: 2,023 shares; 2025Q4: 3,597 shares; 2026Q1: 3,605 shares; 2026Q2: 3,613 shares 3,613 $855K 0.09% +8 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,882 shares; 2024Q4: 40,041 shares; 2025Q1: 39,979 shares; 2025Q2: 40,362 shares; 2025Q3: 43,794 shares; 2025Q4: 42,575 shares; 2026Q1: 40,296 shares; 2026Q2: 40,453 shares 40,453 $837K 0.09% +157 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: 583 shares; 2024Q4: 557 shares; 2025Q1: 599 shares; 2025Q2: 602 shares; 2025Q3: 617 shares; 2025Q4: 624 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $815K 0.09% 0 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: 1,931 shares; 2024Q4: 1,932 shares; 2025Q1: 1,981 shares; 2025Q2: 1,999 shares; 2025Q3: 1,983 shares; 2025Q4: 2,314 shares; 2026Q1: 2,316 shares; 2026Q2: 2,337 shares 2,337 $802K 0.09% +21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,922 shares; 2024Q4: 8,923 shares; 2025Q1: 8,925 shares; 2025Q2: 8,799 shares; 2025Q3: 8,799 shares; 2025Q4: 8,799 shares; 2026Q1: 8,799 shares; 2026Q2: 8,539 shares 8,539 $783K 0.08% -260 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: 745 shares; 2024Q4: 773 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $762K 0.08% 0 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: 25,801 shares; 2024Q4: 20,538 shares; 2025Q1: 20,889 shares; 2025Q2: 7,352 shares; 2025Q3: 7,100 shares; 2025Q4: 7,171 shares; 2026Q1: 7,020 shares; 2026Q2: 7,043 shares 7,043 $758K 0.08% +23 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,507 shares; 2024Q4: 17,555 shares; 2025Q1: 17,550 shares; 2025Q2: 18,030 shares; 2025Q3: 18,106 shares; 2025Q4: 17,220 shares; 2026Q1: 17,266 shares; 2026Q2: 17,836 shares 17,836 $755K 0.08% +570 Timeline AME AMETEK INC More: the full row for AMETEK 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: 3,120 shares; 2026Q2: 3,120 shares 3,120 $755K 0.08% 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: 1,403 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,127 shares 1,127 $740K 0.08% +3 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: not reported; 2026Q2: 3,830 shares 3,830 $727K 0.08% new 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: 597 shares 597 $690K 0.07% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,890 shares; 2024Q4: 32,372 shares; 2025Q1: 32,735 shares; 2025Q2: 26,251 shares; 2025Q3: 25,947 shares; 2025Q4: 25,411 shares; 2026Q1: 27,289 shares; 2026Q2: 26,493 shares 26,493 $674K 0.07% -796 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: 6,760 shares; 2024Q4: 6,760 shares; 2025Q1: 6,760 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares; 2025Q4: 7,560 shares; 2026Q1: 7,560 shares; 2026Q2: 7,560 shares 7,560 $673K 0.07% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,520 shares; 2025Q1: 4,840 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,737 shares; 2026Q1: 4,737 shares; 2026Q2: 3,937 shares 3,937 $669K 0.07% -800 Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,111 shares; 2024Q4: 111,111 shares; 2025Q1: 121,913 shares; 2025Q2: 121,913 shares; 2025Q3: 105,802 shares; 2025Q4: 105,802 shares; 2026Q1: 114,800 shares; 2026Q2: 114,800 shares 114,800 $667K 0.07% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,450 shares; 2025Q1: 1,451 shares; 2025Q2: 1,320 shares; 2025Q3: 1,321 shares; 2025Q4: 1,322 shares; 2026Q1: 1,323 shares; 2026Q2: 7,942 shares 7,942 $656K 0.07% +6,619 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: 2,396 shares; 2024Q4: 2,415 shares; 2025Q1: 2,309 shares; 2025Q2: 2,308 shares; 2025Q3: 2,145 shares; 2025Q4: 2,147 shares; 2026Q1: 2,128 shares; 2026Q2: 2,095 shares 2,095 $629K 0.07% -33 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,223 shares; 2024Q4: 7,777 shares; 2025Q1: 9,521 shares; 2025Q2: 10,766 shares; 2025Q3: 11,503 shares; 2025Q4: 11,756 shares; 2026Q1: 11,518 shares; 2026Q2: 11,587 shares 11,587 $626K 0.07% +69 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,033 shares; 2024Q4: 8,410 shares; 2025Q1: 8,527 shares; 2025Q2: 7,800 shares; 2025Q3: 7,775 shares; 2025Q4: 7,775 shares; 2026Q1: 7,774 shares; 2026Q2: 6,774 shares 6,774 $622K 0.07% -1,000 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,018 shares; 2024Q4: 25,588 shares; 2025Q1: 4,321 shares; 2025Q2: 4,191 shares; 2025Q3: 3,350 shares; 2025Q4: 5,352 shares; 2026Q1: 5,334 shares; 2026Q2: 10,671 shares 10,671 $599K 0.06% +5,337 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 12,000 shares; 2025Q2: 14,000 shares; 2025Q3: 17,002 shares; 2025Q4: 15,002 shares; 2026Q1: 8,002 shares; 2026Q2: 10,002 shares 10,002 $579K 0.06% +2,000 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: 509 shares; 2024Q4: 511 shares; 2025Q1: 519 shares; 2025Q2: 560 shares; 2025Q3: 561 shares; 2025Q4: 562 shares; 2026Q1: 564 shares; 2026Q2: 565 shares 565 $572K 0.06% +1 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares 6,040 $539K 0.06% 0 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,738 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares; 2026Q2: 2,331 shares 2,331 $538K 0.06% 0 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: 6,454 shares; 2024Q4: 8,212 shares; 2025Q1: 8,007 shares; 2025Q2: 8,071 shares; 2025Q3: 7,871 shares; 2025Q4: 7,172 shares; 2026Q1: 6,522 shares; 2026Q2: 6,525 shares 6,525 $530K 0.06% +3 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,844 shares; 2024Q4: 2,844 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 5,688 shares; 2026Q1: 5,145 shares; 2026Q2: 5,145 shares 5,145 $498K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 4,248 shares; 2025Q1: 4,279 shares; 2025Q2: 4,499 shares; 2025Q3: 4,248 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares; 2026Q2: 4,229 shares 4,229 $497K 0.05% +1 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: 4,873 shares; 2024Q4: 4,878 shares; 2025Q1: 4,883 shares; 2025Q2: 4,886 shares; 2025Q3: 5,028 shares; 2025Q4: 5,810 shares; 2026Q1: 4,951 shares; 2026Q2: 5,055 shares 5,055 $487K 0.05% +104 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $469K 0.05% 0 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: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,747 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares; 2026Q2: 2,212 shares 2,212 $444K 0.05% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,766 shares; 2025Q1: 2,006 shares; 2025Q2: 1,904 shares; 2025Q3: 1,865 shares; 2025Q4: 1,845 shares; 2026Q1: 1,825 shares; 2026Q2: 1,756 shares 1,756 $442K 0.05% -69 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 3,810 shares; 2026Q2: 4,716 shares 4,716 $415K 0.04% +906 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 3,096 shares; 2025Q3: 3,972 shares; 2025Q4: 4,458 shares; 2026Q1: 4,471 shares; 2026Q2: 4,486 shares 4,486 $409K 0.04% +15 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: not reported; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 5,006 shares; 2026Q1: 5,006 shares; 2026Q2: 5,006 shares 5,006 $405K 0.04% 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: 5,001 shares; 2024Q4: 4,826 shares; 2025Q1: 4,937 shares; 2025Q2: 4,946 shares; 2025Q3: 4,952 shares; 2025Q4: 4,921 shares; 2026Q1: 5,077 shares; 2026Q2: 5,077 shares 5,077 $392K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,159 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,353 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $390K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,128 shares; 2025Q3: 7,627 shares; 2025Q4: 8,204 shares; 2026Q1: 8,204 shares; 2026Q2: 8,204 shares 8,204 $387K 0.04% 0 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: 5,333 shares; 2024Q4: 5,330 shares; 2025Q1: 5,297 shares; 2025Q2: 5,716 shares; 2025Q3: 5,660 shares; 2025Q4: 5,640 shares; 2026Q1: 5,049 shares; 2026Q2: 5,049 shares 5,049 $387K 0.04% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,264 shares 6,264 $385K 0.04% new 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: 4,195 shares; 2024Q4: 4,244 shares; 2025Q1: 4,239 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 4,368 shares 4,368 $383K 0.04% +78 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: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,660 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $381K 0.04% 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: 746 shares; 2024Q4: 789 shares; 2025Q1: 802 shares; 2025Q2: 764 shares; 2025Q3: 704 shares; 2025Q4: 744 shares; 2026Q1: 733 shares; 2026Q2: 4,358 shares 4,358 $375K 0.04% +3,625 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,563 shares 7,563 $364K 0.04% new 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: 1,916 shares; 2024Q4: 1,699 shares; 2025Q1: 1,478 shares; 2025Q2: 1,431 shares; 2025Q3: 1,370 shares; 2025Q4: 1,368 shares; 2026Q1: 1,067 shares; 2026Q2: 1,056 shares 1,056 $362K 0.04% -11 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: 2,074 shares; 2024Q4: 2,059 shares; 2025Q1: 2,099 shares; 2025Q2: 2,136 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,128 shares; 2026Q2: 2,078 shares 2,078 $344K 0.04% -50 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,154 shares; 2025Q3: 6,242 shares; 2025Q4: 6,784 shares; 2026Q1: 6,869 shares; 2026Q2: 6,948 shares 6,948 $316K 0.03% +79 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,769 shares; 2025Q1: 1,472 shares; 2025Q2: 1,366 shares; 2025Q3: 1,353 shares; 2025Q4: 2,656 shares; 2026Q1: 2,677 shares; 2026Q2: 2,680 shares 2,680 $315K 0.03% +3 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $310K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,274 shares; 2025Q1: 1,274 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 2,948 shares; 2026Q1: 2,616 shares; 2026Q2: 2,616 shares 2,616 $307K 0.03% 0 Timeline VFH 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: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,766 shares; 2025Q3: 2,766 shares; 2025Q4: 2,766 shares; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares 2,320 $305K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,161 shares; 2026Q2: 2,161 shares 2,161 $297K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 252 shares 252 $296K 0.03% -30 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: 1,848 shares; 2024Q4: 1,982 shares; 2025Q1: 2,048 shares; 2025Q2: 2,108 shares; 2025Q3: 2,041 shares; 2025Q4: 2,041 shares; 2026Q1: 2,043 shares; 2026Q2: 2,016 shares 2,016 $295K 0.03% -27 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: 6,756 shares; 2024Q4: 5,834 shares; 2025Q1: 5,878 shares; 2025Q2: 5,019 shares; 2025Q3: 4,417 shares; 2025Q4: 4,421 shares; 2026Q1: 4,423 shares; 2026Q2: 2,673 shares 2,673 $295K 0.03% -1,750 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,307 shares; 2024Q4: 14,912 shares; 2025Q1: 15,440 shares; 2025Q2: 14,589 shares; 2025Q3: 14,333 shares; 2025Q4: 13,281 shares; 2026Q1: 12,177 shares; 2026Q2: 12,196 shares 12,196 $294K 0.03% +19 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: 382 shares 382 $292K 0.03% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $286K 0.03% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,667 shares; 2025Q3: 7,868 shares; 2025Q4: 7,898 shares; 2026Q1: 7,935 shares; 2026Q2: 7,451 shares 7,451 $283K 0.03% -484 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: 2,479 shares; 2026Q1: 2,479 shares; 2026Q2: 2,480 shares 2,480 $281K 0.03% +1 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: not reported; 2026Q2: 588 shares 588 $281K 0.03% new 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: 1,115 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,883 shares; 2025Q3: 1,873 shares; 2025Q4: 979 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $279K 0.03% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 7,392 shares; 2025Q4: 8,117 shares; 2026Q1: 7,833 shares; 2026Q2: 7,833 shares 7,833 $271K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,102 shares; 2025Q4: 6,561 shares; 2026Q1: 6,403 shares; 2026Q2: 6,477 shares 6,477 $267K 0.03% +74 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: not reported; 2026Q2: 2,882 shares 2,882 $266K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 884 shares; 2025Q1: 798 shares; 2025Q2: 787 shares; 2025Q3: 783 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $262K 0.03% 0 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: 3,426 shares; 2025Q2: 3,430 shares; 2025Q3: 3,431 shares; 2025Q4: 3,435 shares; 2026Q1: 3,435 shares; 2026Q2: 3,438 shares 3,438 $260K 0.03% +3 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $258K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares; 2026Q1: 4,705 shares; 2026Q2: 4,605 shares 4,605 $246K 0.03% -100 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares; 2026Q1: 3,168 shares; 2026Q2: 3,168 shares 3,168 $237K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $225K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,906 shares; 2025Q1: 17,906 shares; 2025Q2: 17,906 shares; 2025Q3: 17,906 shares; 2025Q4: 10,508 shares; 2026Q1: 3,107 shares; 2026Q2: 3,108 shares 3,108 $224K 0.02% +1 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 292 shares 292 $221K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,938 shares; 2024Q4: 3,009 shares; 2025Q1: 3,015 shares; 2025Q2: 2,947 shares; 2025Q3: 2,928 shares; 2025Q4: 2,704 shares; 2026Q1: 2,243 shares; 2026Q2: 2,151 shares 2,151 $220K 0.02% -92 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS 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: not reported; 2026Q2: 3,855 shares 3,855 $210K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 575 shares; 2026Q2: 577 shares 577 $209K 0.02% +2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,309 shares; 2026Q1: not reported; 2026Q2: 1,309 shares 1,309 $208K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $204K 0.02% new Timeline PZA 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: 12,331 shares; 2024Q4: 12,430 shares; 2025Q1: 10,351 shares; 2025Q2: 9,380 shares; 2025Q3: 9,054 shares; 2025Q4: 9,140 shares; 2026Q1: 9,224 shares; 2026Q2: 8,583 shares 8,583 $202K 0.02% -641 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,585 shares; 2025Q1: 2,531 shares; 2025Q2: 2,489 shares; 2025Q3: 2,493 shares; 2025Q4: 2,170 shares; 2026Q1: 2,178 shares; 2026Q2: 2,087 shares 2,087 $201K 0.02% -91 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 7,530 shares; 2025Q4: not reported; 2026Q1: 10,030 shares; 2026Q2: 17,000 shares 17,000 $171K 0.02% +6,970 Timeline FTMA 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: 17,257 shares; 2026Q1: 17,284 shares; 2026Q2: 17,389 shares 17,389 $159K 0.02% +105 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $152K 0.02% 0 Timeline MREO MEREO BIOPHARMA GROUP PLC More: the full row for MEREO BIOPHARMA 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: not reported; 2026Q2: 95,400 shares 95,400 $30.3K <0.01% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,602 shares; 2024Q4: 12,502 shares; 2025Q1: 11,748 shares; 2025Q2: 11,748 shares; 2025Q3: 11,748 shares; 2025Q4: 11,448 shares; 2026Q1: 11,448 shares; 2026Q2: 11,448 shares 11,448 $13.1K <0.01% 0 Timeline