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; 2024Q4: 166,201 shares; 2025Q1: 166,496 shares; 2025Q2: 166,346 shares; 2025Q3: 168,421 shares; 2025Q4: 166,336 shares; 2026Q1: 166,010 shares; 2026Q2: 170,649 shares; 2026Q3: 167,028 shares 167,028 $36.1M 12.39% -3,621 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,633 shares; 2025Q1: 13,074 shares; 2025Q2: 15,361 shares; 2025Q3: 16,275 shares; 2025Q4: 16,438 shares; 2026Q1: 16,973 shares; 2026Q2: 70,426 shares; 2026Q3: 93,796 shares 93,796 $26.1M 8.95% +23,370 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; 2024Q4: 16,796 shares; 2025Q1: 16,410 shares; 2025Q2: 17,381 shares; 2025Q3: 16,811 shares; 2025Q4: 16,384 shares; 2026Q1: 16,130 shares; 2026Q2: 36,601 shares; 2026Q3: 55,628 shares 55,628 $20.8M 7.14% +19,027 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184,338 shares; 2025Q1: 144,687 shares; 2025Q2: 99,456 shares; 2025Q3: 96,251 shares; 2025Q4: 95,685 shares; 2026Q1: 95,868 shares; 2026Q2: 97,323 shares; 2026Q3: 95,179 shares 95,179 $19.8M 6.79% -2,144 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,818 shares; 2025Q1: 6,390 shares; 2025Q2: 157,171 shares; 2025Q3: 206,197 shares; 2025Q4: 202,157 shares; 2026Q1: 103,145 shares; 2026Q2: 104,642 shares; 2026Q3: 102,321 shares 102,321 $17M 5.84% -2,321 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,483 shares; 2025Q3: 55,270 shares; 2025Q4: 415,493 shares; 2026Q1: 419,546 shares; 2026Q2: 412,387 shares; 2026Q3: 280,383 shares 280,383 $16.7M 5.73% -132,004 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; 2024Q4: not reported; 2025Q1: 327,369 shares; 2025Q2: 694,476 shares; 2025Q3: 678,621 shares; 2025Q4: 672,129 shares; 2026Q1: 443,433 shares; 2026Q2: 446,720 shares; 2026Q3: 227,604 shares 227,604 $16.1M 5.52% -219,116 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275,985 shares; 2025Q1: 276,469 shares; 2025Q2: 91,273 shares; 2025Q3: 89,144 shares; 2025Q4: 89,251 shares; 2026Q1: 88,824 shares; 2026Q2: 86,611 shares; 2026Q3: 84,620 shares 84,620 $8.06M 2.77% -1,991 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 130,185 shares 130,185 $7.38M 2.53% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 16,113 shares; 2025Q3: 17,745 shares; 2025Q4: 17,917 shares; 2026Q1: 18,659 shares; 2026Q2: 18,965 shares; 2026Q3: 17,893 shares 17,893 $6.84M 2.35% -1,072 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,756 shares 17,756 $6.76M 2.32% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,025 shares; 2025Q1: 68,700 shares; 2025Q2: 82,043 shares; 2025Q3: 89,759 shares; 2025Q4: 91,465 shares; 2026Q1: 95,438 shares; 2026Q2: 97,660 shares; 2026Q3: 92,135 shares 92,135 $6.63M 2.28% -5,525 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,752 shares; 2025Q1: 40,941 shares; 2025Q2: 49,439 shares; 2025Q3: 54,568 shares; 2025Q4: 55,841 shares; 2026Q1: 58,426 shares; 2026Q2: 59,590 shares; 2026Q3: 56,615 shares 56,615 $5.48M 1.88% -2,975 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; 2024Q4: 6,732 shares; 2025Q1: 6,786 shares; 2025Q2: 6,801 shares; 2025Q3: 6,610 shares; 2025Q4: 6,650 shares; 2026Q1: not reported; 2026Q2: 6,657 shares; 2026Q3: 6,466 shares 6,466 $4.78M 1.64% -191 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; 2024Q4: 6,169 shares; 2025Q1: 6,491 shares; 2025Q2: 8,149 shares; 2025Q3: 8,699 shares; 2025Q4: 8,708 shares; 2026Q1: 8,866 shares; 2026Q2: 53,493 shares; 2026Q3: 52,314 shares 52,314 $4.71M 1.62% -1,179 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,431 shares; 2025Q1: 4,901 shares; 2025Q2: 5,887 shares; 2025Q3: 6,143 shares; 2025Q4: 6,224 shares; 2026Q1: 6,383 shares; 2026Q2: 6,523 shares; 2026Q3: 5,951 shares 5,951 $4.56M 1.56% -572 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; 2024Q4: 19,142 shares; 2025Q1: 19,293 shares; 2025Q2: 19,119 shares; 2025Q3: 19,195 shares; 2025Q4: 19,443 shares; 2026Q1: 19,475 shares; 2026Q2: 19,656 shares; 2026Q3: 18,722 shares 18,722 $4.37M 1.5% -934 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; 2024Q4: 82,650 shares; 2025Q1: 82,026 shares; 2025Q2: 82,099 shares; 2025Q3: 80,475 shares; 2025Q4: 84,127 shares; 2026Q1: 86,042 shares; 2026Q2: 86,897 shares; 2026Q3: 78,551 shares 78,551 $3.68M 1.26% -8,346 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,140 shares; 2025Q1: 10,131 shares; 2025Q2: 10,360 shares; 2025Q3: 10,143 shares; 2025Q4: 10,110 shares; 2026Q1: 10,416 shares; 2026Q2: 10,511 shares; 2026Q3: 10,167 shares 10,167 $3.39M 1.16% -344 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,375 shares; 2025Q1: 21,375 shares; 2025Q2: 21,175 shares; 2025Q3: 21,175 shares; 2025Q4: 21,175 shares; 2026Q1: 21,175 shares; 2026Q2: 21,175 shares; 2026Q3: 21,175 shares 21,175 $3.35M 1.15% 0 Timeline TDIV 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; 2024Q4: 29,609 shares; 2025Q1: 29,774 shares; 2025Q2: 29,450 shares; 2025Q3: 29,988 shares; 2025Q4: 30,082 shares; 2026Q1: 29,973 shares; 2026Q2: 29,923 shares; 2026Q3: 27,421 shares 27,421 $3.09M 1.06% -2,502 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,329 shares; 2025Q1: 20,331 shares; 2025Q2: 20,365 shares; 2025Q3: 20,425 shares; 2025Q4: 20,437 shares; 2026Q1: 20,458 shares; 2026Q2: 20,893 shares; 2026Q3: 20,887 shares 20,887 $2.97M 1.02% -6 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,928 shares; 2025Q1: 5,228 shares; 2025Q2: 5,228 shares; 2025Q3: 5,124 shares; 2025Q4: 5,285 shares; 2026Q1: 5,444 shares; 2026Q2: 5,160 shares; 2026Q3: 5,072 shares 5,072 $2.6M 0.89% -88 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,562 shares; 2025Q1: 15,613 shares; 2025Q2: 15,466 shares; 2025Q3: 15,488 shares; 2025Q4: 15,969 shares; 2026Q1: 16,197 shares; 2026Q2: 16,230 shares; 2026Q3: 15,479 shares 15,479 $2.35M 0.81% -751 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,185 shares; 2025Q1: 7,185 shares; 2025Q2: 7,185 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares; 2026Q1: 7,185 shares; 2026Q2: 7,185 shares; 2026Q3: 7,185 shares 7,185 $1.9M 0.65% 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; 2024Q4: 9,273 shares; 2025Q1: 9,273 shares; 2025Q2: 9,273 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,273 shares; 2026Q2: 9,273 shares; 2026Q3: 9,273 shares 9,273 $1.72M 0.59% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,488 shares; 2025Q1: 12,990 shares; 2025Q2: 12,849 shares; 2025Q3: 12,626 shares; 2025Q4: 12,168 shares; 2026Q1: 11,991 shares; 2026Q2: 12,109 shares; 2026Q3: 12,186 shares 12,186 $1.64M 0.56% +77 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; 2024Q4: 16,239 shares; 2025Q1: 15,718 shares; 2025Q2: 15,654 shares; 2025Q3: 15,636 shares; 2025Q4: 15,065 shares; 2026Q1: 16,260 shares; 2026Q2: 18,380 shares; 2026Q3: 17,553 shares 17,553 $1.49M 0.51% -827 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; 2024Q4: 4,347 shares; 2025Q1: 4,396 shares; 2025Q2: 4,383 shares; 2025Q3: 4,403 shares; 2025Q4: 8,811 shares; 2026Q1: 8,702 shares; 2026Q2: 8,585 shares; 2026Q3: 7,135 shares 7,135 $1.4M 0.48% -1,450 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,163 shares; 2025Q1: 11,143 shares; 2025Q2: 11,080 shares; 2025Q3: 10,841 shares; 2025Q4: 10,683 shares; 2026Q1: 10,629 shares; 2026Q2: 10,572 shares; 2026Q3: 10,388 shares 10,388 $1.38M 0.47% -184 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; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 4,104 shares; 2025Q3: 4,118 shares; 2025Q4: 4,111 shares; 2026Q1: 4,193 shares; 2026Q2: 4,161 shares; 2026Q3: 4,160 shares 4,160 $1.38M 0.47% -1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,565 shares; 2025Q1: 17,118 shares; 2025Q2: 16,982 shares; 2025Q3: 16,272 shares; 2025Q4: 15,597 shares; 2026Q1: 15,429 shares; 2026Q2: 14,547 shares; 2026Q3: 13,838 shares 13,838 $1.35M 0.46% -709 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; 2024Q4: 18,197 shares; 2025Q1: 18,404 shares; 2025Q2: 18,818 shares; 2025Q3: 18,877 shares; 2025Q4: 19,152 shares; 2026Q1: 19,612 shares; 2026Q2: 20,078 shares; 2026Q3: 17,138 shares 17,138 $1.34M 0.46% -2,940 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares; 2026Q2: 1,650 shares; 2026Q3: 1,650 shares 1,650 $1.34M 0.46% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,724 shares; 2025Q1: 25,199 shares; 2025Q2: 25,157 shares; 2025Q3: 24,517 shares; 2025Q4: 25,270 shares; 2026Q1: 16,875 shares; 2026Q2: 16,534 shares; 2026Q3: 16,085 shares 16,085 $1.24M 0.43% -449 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 694 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares; 2026Q2: 1,778 shares; 2026Q3: 1,778 shares 1,778 $1.19M 0.41% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,675 shares; 2025Q1: 5,675 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,675 shares; 2026Q1: 5,679 shares; 2026Q2: 4,075 shares; 2026Q3: 4,063 shares 4,063 $1.12M 0.38% -12 Timeline DBAW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,699 shares; 2025Q1: 25,803 shares; 2025Q2: 25,352 shares; 2025Q3: 24,726 shares; 2025Q4: 23,828 shares; 2026Q1: 23,417 shares; 2026Q2: 22,991 shares; 2026Q3: 22,856 shares 22,856 $1.09M 0.37% -135 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,355 shares; 2025Q1: 23,355 shares; 2025Q2: 23,355 shares; 2025Q3: 21,505 shares; 2025Q4: 21,505 shares; 2026Q1: 21,505 shares; 2026Q2: 21,505 shares; 2026Q3: 20,005 shares 20,005 $1.09M 0.37% -1,500 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,762 shares; 2025Q1: 21,759 shares; 2025Q2: 19,444 shares; 2025Q3: 19,336 shares; 2025Q4: 19,212 shares; 2026Q1: 19,587 shares; 2026Q2: 20,045 shares; 2026Q3: 19,972 shares 19,972 $1.08M 0.37% -73 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,988 shares; 2025Q1: 7,988 shares; 2025Q2: 7,988 shares; 2025Q3: 7,988 shares; 2025Q4: 7,988 shares; 2026Q1: 7,988 shares; 2026Q2: 7,988 shares; 2026Q3: 7,988 shares 7,988 $1.03M 0.35% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,508 shares; 2025Q1: 5,944 shares; 2025Q2: 9,887 shares; 2025Q3: 116,211 shares; 2025Q4: 11,556 shares; 2026Q1: 12,278 shares; 2026Q2: 12,470 shares; 2026Q3: 11,951 shares 11,951 $970K 0.33% -519 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; 2024Q4: 50,996 shares; 2025Q1: 48,032 shares; 2025Q2: 11,216 shares; 2025Q3: 10,971 shares; 2025Q4: 10,441 shares; 2026Q1: not reported; 2026Q2: 10,898 shares; 2026Q3: 10,254 shares 10,254 $962K 0.33% -644 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,033 shares; 2025Q1: 2,232 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,047 shares; 2026Q1: 2,063 shares; 2026Q2: 8,248 shares; 2026Q3: 7,597 shares 7,597 $952K 0.33% -651 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; 2024Q4: 8,808 shares; 2025Q1: 8,808 shares; 2025Q2: 8,808 shares; 2025Q3: 8,808 shares; 2025Q4: 8,808 shares; 2026Q1: 8,808 shares; 2026Q2: 8,808 shares; 2026Q3: 8,808 shares 8,808 $931K 0.32% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,800 shares; 2025Q1: 13,940 shares; 2025Q2: 12,950 shares; 2025Q3: 12,877 shares; 2025Q4: 12,368 shares; 2026Q1: 12,023 shares; 2026Q2: 12,063 shares; 2026Q3: 11,666 shares 11,666 $908K 0.31% -397 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,703 shares; 2025Q1: 11,738 shares; 2025Q2: 11,311 shares; 2025Q3: 11,376 shares; 2025Q4: 11,480 shares; 2026Q1: 11,528 shares; 2026Q2: 11,827 shares; 2026Q3: 10,156 shares 10,156 $904K 0.31% -1,671 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,077 shares; 2025Q1: 3,939 shares; 2025Q2: 3,040 shares; 2025Q3: 3,033 shares; 2025Q4: 3,033 shares; 2026Q1: 3,183 shares; 2026Q2: 3,293 shares; 2026Q3: 3,319 shares 3,319 $879K 0.3% +26 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,977 shares; 2025Q1: 9,075 shares; 2025Q2: 8,589 shares; 2025Q3: 8,565 shares; 2025Q4: 8,502 shares; 2026Q1: 8,529 shares; 2026Q2: 8,592 shares; 2026Q3: 8,694 shares 8,694 $845K 0.29% +102 Timeline RSPT 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; 2024Q4: 14,864 shares; 2025Q1: 14,821 shares; 2025Q2: 14,817 shares; 2025Q3: 14,071 shares; 2025Q4: 13,228 shares; 2026Q1: 12,233 shares; 2026Q2: 12,437 shares; 2026Q3: 12,599 shares 12,599 $830K 0.28% +162 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; 2024Q4: 18,576 shares; 2025Q1: 17,849 shares; 2025Q2: 17,912 shares; 2025Q3: 17,959 shares; 2025Q4: 18,030 shares; 2026Q1: 19,215 shares; 2026Q2: 19,283 shares; 2026Q3: 33,278 shares 33,278 $812K 0.28% +13,995 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,327 shares; 2025Q1: 6,950 shares; 2025Q2: 6,872 shares; 2025Q3: 6,847 shares; 2025Q4: 6,238 shares; 2026Q1: not reported; 2026Q2: 4,617 shares; 2026Q3: 4,465 shares 4,465 $798K 0.27% -152 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,245 shares; 2025Q3: 13,463 shares; 2025Q4: 14,671 shares; 2026Q1: 17,391 shares; 2026Q2: 19,014 shares; 2026Q3: 19,485 shares 19,485 $791K 0.27% +471 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; 2024Q4: 1,236 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares; 2026Q2: 1,189 shares; 2026Q3: 1,156 shares 1,156 $759K 0.26% -33 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,228 shares; 2025Q1: 5,042 shares; 2025Q2: 5,348 shares; 2025Q3: 5,447 shares; 2025Q4: 5,659 shares; 2026Q1: 7,119 shares; 2026Q2: 7,597 shares; 2026Q3: 7,789 shares 7,789 $735K 0.25% +192 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,595 shares; 2025Q1: 2,598 shares; 2025Q2: 2,589 shares; 2025Q3: 2,452 shares; 2025Q4: 2,366 shares; 2026Q1: 2,566 shares; 2026Q2: 2,461 shares; 2026Q3: 2,138 shares 2,138 $729K 0.25% -323 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,751 shares; 2025Q1: 6,751 shares; 2025Q2: 6,751 shares; 2025Q3: 6,740 shares; 2025Q4: 6,720 shares; 2026Q1: 6,776 shares; 2026Q2: 6,569 shares; 2026Q3: 6,569 shares 6,569 $683K 0.23% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,659 shares; 2025Q1: 1,659 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares; 2026Q3: 1,599 shares 1,599 $674K 0.23% -17 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,193 shares; 2025Q3: 20,193 shares; 2025Q4: 20,193 shares; 2026Q1: 20,193 shares; 2026Q2: 20,193 shares; 2026Q3: 16,567 shares 16,567 $653K 0.22% -3,626 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,074 shares 2,074 $641K 0.22% 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; 2024Q4: 12,230 shares; 2025Q1: 12,000 shares; 2025Q2: 11,998 shares; 2025Q3: 11,998 shares; 2025Q4: 10,759 shares; 2026Q1: 11,228 shares; 2026Q2: 11,445 shares; 2026Q3: 11,623 shares 11,623 $621K 0.21% +178 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; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares; 2026Q3: 1,184 shares 1,184 $602K 0.21% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,055 shares; 2025Q1: 5,050 shares; 2025Q2: 4,790 shares; 2025Q3: 4,786 shares; 2025Q4: 4,796 shares; 2026Q1: 5,003 shares; 2026Q2: 4,904 shares; 2026Q3: 4,031 shares 4,031 $590K 0.2% -873 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; 2024Q4: 6,727 shares; 2025Q1: 6,584 shares; 2025Q2: 6,584 shares; 2025Q3: 6,607 shares; 2025Q4: 6,608 shares; 2026Q1: 6,608 shares; 2026Q2: 6,608 shares; 2026Q3: 6,832 shares 6,832 $588K 0.2% +224 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; 2024Q4: 3,293 shares; 2025Q1: 3,385 shares; 2025Q2: 3,385 shares; 2025Q3: 3,399 shares; 2025Q4: 3,008 shares; 2026Q1: 3,222 shares; 2026Q2: 3,549 shares; 2026Q3: 3,423 shares 3,423 $577K 0.2% -126 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,069 shares; 2025Q1: 4,069 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares; 2025Q4: 4,096 shares; 2026Q1: 4,123 shares; 2026Q2: 4,110 shares; 2026Q3: 4,064 shares 4,064 $558K 0.19% -46 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,349 shares; 2025Q1: 11,349 shares; 2025Q2: 11,349 shares; 2025Q3: 11,349 shares; 2025Q4: 11,349 shares; 2026Q1: 11,349 shares; 2026Q2: 11,349 shares; 2026Q3: 11,349 shares 11,349 $528K 0.18% 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; 2024Q4: 5,156 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,068 shares; 2026Q1: 5,222 shares; 2026Q2: 5,222 shares; 2026Q3: 4,765 shares 4,765 $513K 0.18% -457 Timeline FV 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; 2024Q4: 7,522 shares; 2025Q1: 7,522 shares; 2025Q2: 7,183 shares; 2025Q3: 7,183 shares; 2025Q4: 7,183 shares; 2026Q1: 7,183 shares; 2026Q2: 7,057 shares; 2026Q3: 6,850 shares 6,850 $503K 0.17% -207 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares; 2026Q1: 5,392 shares; 2026Q2: 5,392 shares; 2026Q3: 5,260 shares 5,260 $497K 0.17% -132 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; 2024Q4: 2,908 shares; 2025Q1: 2,908 shares; 2025Q2: 2,908 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,925 shares; 2026Q2: 2,925 shares; 2026Q3: 2,978 shares 2,978 $433K 0.15% +53 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,690 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 2,319 shares; 2026Q2: 2,083 shares; 2026Q3: 1,893 shares 1,893 $432K 0.15% -190 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; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,497 shares; 2026Q1: 1,520 shares; 2026Q2: 1,549 shares; 2026Q3: 1,526 shares 1,526 $427K 0.15% -23 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,926 shares; 2025Q3: 3,620 shares; 2025Q4: 3,811 shares; 2026Q1: 3,778 shares; 2026Q2: 3,665 shares; 2026Q3: 3,846 shares 3,846 $400K 0.14% +181 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,912 shares; 2025Q1: 42,912 shares; 2025Q2: 46,886 shares; 2025Q3: 38,986 shares; 2025Q4: 35,422 shares; 2026Q1: 35,422 shares; 2026Q2: 36,775 shares; 2026Q3: 32,811 shares 32,811 $396K 0.14% -3,964 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: not reported; 2026Q2: 1,927 shares; 2026Q3: 2,099 shares 2,099 $390K 0.13% +172 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,688 shares; 2025Q1: 2,518 shares; 2025Q2: 3,317 shares; 2025Q3: 3,143 shares; 2025Q4: 3,144 shares; 2026Q1: 3,179 shares; 2026Q2: 3,195 shares; 2026Q3: 2,851 shares 2,851 $388K 0.13% -344 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 697 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 671 shares; 2026Q1: 687 shares; 2026Q2: 678 shares; 2026Q3: 691 shares 691 $381K 0.13% +13 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; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,351 shares; 2026Q2: 1,332 shares; 2026Q3: 1,317 shares 1,317 $375K 0.13% -15 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; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 1,989 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 2,065 shares; 2026Q2: 2,408 shares; 2026Q3: 2,546 shares 2,546 $370K 0.13% +138 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,232 shares 2,232 $363K 0.12% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares; 2025Q4: 1,584 shares; 2026Q1: 1,584 shares; 2026Q2: 1,361 shares; 2026Q3: 1,144 shares 1,144 $357K 0.12% -217 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 4,950 shares; 2026Q3: 3,750 shares 3,750 $352K 0.12% -1,200 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,799 shares; 2026Q1: 1,796 shares; 2026Q2: 1,796 shares; 2026Q3: 1,796 shares 1,796 $350K 0.12% 0 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; 2024Q4: 1,195 shares; 2025Q1: 1,240 shares; 2025Q2: 1,267 shares; 2025Q3: 1,157 shares; 2025Q4: 1,265 shares; 2026Q1: 1,559 shares; 2026Q2: 1,458 shares; 2026Q3: 1,398 shares 1,398 $348K 0.12% -60 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 682 shares; 2025Q1: 659 shares; 2025Q2: 655 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 659 shares; 2026Q2: 685 shares; 2026Q3: 679 shares 679 $346K 0.12% -6 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,797 shares; 2026Q3: 2,797 shares 2,797 $341K 0.12% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares; 2025Q4: 965 shares; 2026Q1: 1,004 shares; 2026Q2: 1,010 shares; 2026Q3: 952 shares 952 $328K 0.11% -58 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares; 2026Q3: 2,750 shares 2,750 $322K 0.11% 0 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; 2024Q4: 603 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 653 shares; 2026Q3: 636 shares 636 $317K 0.11% -17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 552 shares; 2026Q2: 502 shares; 2026Q3: 520 shares 520 $317K 0.11% +18 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; 2024Q4: 612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 711 shares; 2026Q3: 730 shares 730 $314K 0.11% +19 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,592 shares; 2026Q3: 2,592 shares 2,592 $308K 0.11% 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; 2024Q4: 237,390 shares; 2025Q1: 366,922 shares; 2025Q2: 359,245 shares; 2025Q3: 446,063 shares; 2025Q4: 431,597 shares; 2026Q1: 177,975 shares; 2026Q2: 4,976 shares; 2026Q3: 3,888 shares 3,888 $304K 0.1% -1,088 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 574 shares; 2026Q2: 574 shares; 2026Q3: 569 shares 569 $294K 0.1% -5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,605 shares; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 2,605 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares; 2026Q3: 2,605 shares 2,605 $291K 0.1% -1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,312 shares; 2026Q3: 1,363 shares 1,363 $287K 0.1% +51 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 339 shares; 2026Q3: 285 shares 285 $271K 0.09% -54 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,681 shares 3,681 $263K 0.09% 0 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,211 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares; 2026Q1: not reported; 2026Q2: 4,211 shares; 2026Q3: 4,211 shares 4,211 $263K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 2,950 shares; 2026Q2: 2,926 shares; 2026Q3: 2,876 shares 2,876 $258K 0.09% -50 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,150 shares; 2025Q1: 1,155 shares; 2025Q2: 1,159 shares; 2025Q3: 1,164 shares; 2025Q4: 1,168 shares; 2026Q1: 1,262 shares; 2026Q2: 1,177 shares; 2026Q3: 985 shares 985 $258K 0.09% -192 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares; 2026Q3: 215 shares 215 $249K 0.09% +16 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares; 2026Q3: 3,450 shares 3,450 $247K 0.08% 0 Timeline RZG 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; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares; 2026Q3: 3,920 shares 3,920 $245K 0.08% -525 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares; 2026Q2: 769 shares; 2026Q3: 679 shares 679 $244K 0.08% -90 Timeline QQQE 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; 2024Q4: 2,411 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,405 shares; 2026Q1: 2,398 shares; 2026Q2: 2,394 shares; 2026Q3: 2,026 shares 2,026 $243K 0.08% -368 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,342 shares; 2026Q3: 3,545 shares 3,545 $239K 0.08% +203 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,050 shares; 2025Q1: 1,912 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,912 shares; 2026Q2: not reported; 2026Q3: 1,840 shares 1,840 $230K 0.08% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,939 shares; 2025Q4: 3,939 shares; 2026Q1: not reported; 2026Q2: 4,005 shares; 2026Q3: 4,118 shares 4,118 $224K 0.08% +113 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 403 shares 403 $217K 0.07% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 717 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 689 shares; 2025Q4: 668 shares; 2026Q1: 663 shares; 2026Q2: 3,300 shares; 2026Q3: 2,333 shares 2,333 $216K 0.07% -967 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,123 shares 1,123 $214K 0.07% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,599 shares; 2025Q1: 15,754 shares; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares; 2025Q4: 15,434 shares; 2026Q1: 15,434 shares; 2026Q2: 13,729 shares; 2026Q3: 10,495 shares 10,495 $205K 0.07% -3,234 Timeline GTOP 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,955 shares 3,955 $203K 0.07% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,513 shares; 2025Q1: 21,513 shares; 2025Q2: 21,513 shares; 2025Q3: 21,513 shares; 2025Q4: 21,513 shares; 2026Q1: 21,513 shares; 2026Q2: 21,513 shares; 2026Q3: 21,513 shares 21,513 $202K 0.07% 0 Timeline