IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,420 shares; 2024Q4: 69,027 shares; 2025Q1: 67,380 shares; 2025Q2: 38,198 shares; 2025Q3: 35,582 shares; 2025Q4: 41,298 shares; 2026Q1: 59,936 shares; 2026Q2: 94,579 shares 94,579 $70.8M 15.16% +34,643 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891,885 shares; 2026Q2: 906,269 shares 906,269 $33.2M 7.1% +14,384 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: 196,165 shares; 2024Q4: 193,505 shares; 2025Q1: 200,448 shares; 2025Q2: 186,207 shares; 2025Q3: 179,795 shares; 2025Q4: 182,870 shares; 2026Q1: 190,570 shares; 2026Q2: 186,168 shares 186,168 $25.6M 5.48% -4,402 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,685 shares; 2024Q4: 344,652 shares; 2025Q1: 358,201 shares; 2025Q2: 375,317 shares; 2025Q3: 531,212 shares; 2025Q4: 543,668 shares; 2026Q1: 361,413 shares; 2026Q2: 356,559 shares 356,559 $24.2M 5.19% -4,854 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,960 shares; 2024Q4: 34,414 shares; 2025Q1: 69,510 shares; 2025Q2: 84,671 shares; 2025Q3: 91,875 shares; 2025Q4: 128,896 shares; 2026Q1: 119,082 shares; 2026Q2: 92,005 shares 92,005 $20.9M 4.47% -27,077 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,300 shares; 2024Q4: 238,458 shares; 2025Q1: 255,767 shares; 2025Q2: 269,272 shares; 2025Q3: 300,764 shares; 2025Q4: 325,159 shares; 2026Q1: 334,470 shares; 2026Q2: 346,715 shares 346,715 $18.1M 3.88% +12,245 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591,172 shares; 2026Q2: 646,386 shares 646,386 $14.7M 3.15% +55,214 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 182,257 shares; 2025Q3: 298,746 shares; 2025Q4: 323,351 shares; 2026Q1: 340,183 shares; 2026Q2: 268,572 shares 268,572 $14.2M 3.03% -71,611 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,868 shares; 2024Q4: 11,042 shares; 2025Q1: 114,775 shares; 2025Q2: 173,469 shares; 2025Q3: 195,420 shares; 2025Q4: 126,944 shares; 2026Q1: 122,456 shares; 2026Q2: 131,731 shares 131,731 $13.2M 2.83% +9,275 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,477 shares; 2024Q4: 164,068 shares; 2025Q1: 206,317 shares; 2025Q2: 221,111 shares; 2025Q3: 270,419 shares; 2025Q4: 324,019 shares; 2026Q1: 344,118 shares; 2026Q2: 527,022 shares 527,022 $13M 2.78% +182,904 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,129 shares; 2024Q4: 112,249 shares; 2025Q1: 96,858 shares; 2025Q2: 99,796 shares; 2025Q3: 105,682 shares; 2025Q4: 110,454 shares; 2026Q1: 118,179 shares; 2026Q2: 127,863 shares 127,863 $12.1M 2.59% +9,684 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,595 shares; 2025Q3: 72,768 shares; 2025Q4: 86,851 shares; 2026Q1: 90,342 shares; 2026Q2: 253,415 shares 253,415 $11.4M 2.45% +163,073 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,712 shares; 2025Q2: 13,211 shares; 2025Q3: 283,941 shares; 2025Q4: 353,452 shares; 2026Q1: 205,598 shares; 2026Q2: 135,016 shares 135,016 $11.2M 2.39% -70,582 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,159 shares; 2025Q1: 23,544 shares; 2025Q2: 27,043 shares; 2025Q3: 25,282 shares; 2025Q4: 40,265 shares; 2026Q1: 42,601 shares; 2026Q2: 32,473 shares 32,473 $11.1M 2.38% -10,128 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366,056 shares 366,056 $10.3M 2.2% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,580 shares; 2025Q2: 271,960 shares; 2025Q3: 281,347 shares; 2025Q4: 286,841 shares; 2026Q1: 299,604 shares; 2026Q2: 227,677 shares 227,677 $9.82M 2.1% -71,927 Timeline SHLD 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: not reported; 2025Q3: 95,605 shares; 2025Q4: 101,230 shares; 2026Q1: 137,982 shares; 2026Q2: 157,258 shares 157,258 $9.39M 2.01% +19,276 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179,662 shares 179,662 $9.04M 1.93% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,755 shares; 2026Q2: 163,282 shares 163,282 $8.22M 1.76% -5,473 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,658 shares; 2026Q2: 131,465 shares 131,465 $6.73M 1.44% +11,807 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,405 shares; 2024Q4: 66,542 shares; 2025Q1: 40,685 shares; 2025Q2: 74,761 shares; 2025Q3: 92,288 shares; 2025Q4: 112,574 shares; 2026Q1: 159,851 shares; 2026Q2: 129,226 shares 129,226 $6.52M 1.4% -30,625 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,436 shares; 2026Q1: 61,519 shares; 2026Q2: 67,728 shares 67,728 $6.01M 1.29% +6,209 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,403 shares 117,403 $5.85M 1.25% 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; 2024Q3: 15,092 shares; 2024Q4: 14,879 shares; 2025Q1: 31,245 shares; 2025Q2: 41,042 shares; 2025Q3: 61,811 shares; 2025Q4: 64,691 shares; 2026Q1: 14,708 shares; 2026Q2: 14,938 shares 14,938 $5.47M 1.17% +230 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: 13,907 shares; 2024Q4: 13,907 shares; 2025Q1: 13,908 shares; 2025Q2: 13,908 shares; 2025Q3: 13,909 shares; 2025Q4: 13,909 shares; 2026Q1: 13,920 shares; 2026Q2: 13,945 shares 13,945 $4.8M 1.03% +25 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,845 shares; 2024Q4: 79,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,347 shares; 2026Q2: 180,681 shares 180,681 $4.34M 0.93% +4,334 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: 17,147 shares; 2024Q4: 16,306 shares; 2025Q1: 16,249 shares; 2025Q2: 16,525 shares; 2025Q3: 16,210 shares; 2025Q4: 14,900 shares; 2026Q1: 14,891 shares; 2026Q2: 14,919 shares 14,919 $4.32M 0.92% +28 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: 45,221 shares; 2025Q1: 105,563 shares; 2025Q2: 102,561 shares; 2025Q3: 135,685 shares; 2025Q4: 132,637 shares; 2026Q1: 48,468 shares; 2026Q2: 53,485 shares 53,485 $4.04M 0.86% +5,017 Timeline EUHY 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: 68,060 shares; 2026Q2: 67,238 shares 67,238 $3.62M 0.78% -822 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,435 shares; 2026Q1: 136,585 shares; 2026Q2: 138,426 shares 138,426 $3.54M 0.76% +1,841 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: 251,174 shares; 2024Q4: 253,054 shares; 2025Q1: 235,192 shares; 2025Q2: 333,974 shares; 2025Q3: 217,326 shares; 2025Q4: 198,697 shares; 2026Q1: 115,336 shares; 2026Q2: 44,238 shares 44,238 $3.39M 0.72% -71,098 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,173 shares; 2024Q4: 20,786 shares; 2025Q1: 15,438 shares; 2025Q2: 23,491 shares; 2025Q3: 21,547 shares; 2025Q4: 20,290 shares; 2026Q1: 21,433 shares; 2026Q2: 20,518 shares 20,518 $3.37M 0.72% -915 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,240 shares; 2025Q1: 33,402 shares; 2025Q2: 38,486 shares; 2025Q3: 46,109 shares; 2025Q4: 53,778 shares; 2026Q1: 58,476 shares; 2026Q2: 82,596 shares 82,596 $2.79M 0.6% +24,120 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,101 shares; 2024Q4: 32,585 shares; 2025Q1: 19,327 shares; 2025Q2: 20,959 shares; 2025Q3: 25,517 shares; 2025Q4: 30,225 shares; 2026Q1: 32,911 shares; 2026Q2: 48,256 shares 48,256 $2.73M 0.58% +15,345 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,138 shares; 2024Q4: 52,802 shares; 2025Q1: 54,407 shares; 2025Q2: 55,103 shares; 2025Q3: 12,128 shares; 2025Q4: 9,705 shares; 2026Q1: 9,280 shares; 2026Q2: 9,089 shares 9,089 $2.29M 0.49% -191 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,438 shares; 2024Q4: 111,368 shares; 2025Q1: 118,281 shares; 2025Q2: 125,466 shares; 2025Q3: 118,199 shares; 2025Q4: 65,709 shares; 2026Q1: 64,776 shares; 2026Q2: 10,392 shares 10,392 $2.28M 0.49% -54,384 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: 5,644 shares; 2024Q4: 3,611 shares; 2025Q1: 2,143 shares; 2025Q2: 2,358 shares; 2025Q3: 2,920 shares; 2025Q4: 2,706 shares; 2026Q1: 2,477 shares; 2026Q2: 2,595 shares 2,595 $1.94M 0.41% +118 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,719 shares; 2025Q3: 57,461 shares; 2025Q4: 43,936 shares; 2026Q1: 45,843 shares; 2026Q2: 44,422 shares 44,422 $1.9M 0.41% -1,421 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 18,100 shares; 2025Q3: 18,100 shares; 2025Q4: 20,909 shares; 2026Q1: 20,915 shares; 2026Q2: 20,771 shares 20,771 $1.74M 0.37% -144 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,822 shares; 2024Q4: 37,262 shares; 2025Q1: 35,523 shares; 2025Q2: 31,740 shares; 2025Q3: 29,565 shares; 2025Q4: 29,464 shares; 2026Q1: 29,230 shares; 2026Q2: 36,806 shares 36,806 $1.7M 0.36% +7,576 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: 4,389 shares; 2024Q4: 4,455 shares; 2025Q1: 4,418 shares; 2025Q2: 4,457 shares; 2025Q3: 4,437 shares; 2025Q4: 4,654 shares; 2026Q1: 4,637 shares; 2026Q2: 4,306 shares 4,306 $1.61M 0.34% -331 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,193 shares; 2026Q2: 2,199 shares 2,199 $1.59M 0.34% +6 Timeline SPXL 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: 5,804 shares; 2024Q4: 5,845 shares; 2025Q1: 5,747 shares; 2025Q2: 5,635 shares; 2025Q3: 5,263 shares; 2025Q4: 5,209 shares; 2026Q1: 5,323 shares; 2026Q2: 5,553 shares 5,553 $1.5M 0.32% +230 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: 5,183 shares; 2024Q4: 5,863 shares; 2025Q1: 5,869 shares; 2025Q2: 5,903 shares; 2025Q3: 7,718 shares; 2025Q4: not reported; 2026Q1: 7,345 shares; 2026Q2: 7,380 shares 7,380 $1.4M 0.3% +35 Timeline PBTP 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: 30,006 shares; 2025Q2: 179,352 shares; 2025Q3: 196,555 shares; 2025Q4: 35,538 shares; 2026Q1: 38,550 shares; 2026Q2: 50,618 shares 50,618 $1.3M 0.28% +12,068 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: 5,534 shares; 2024Q4: 5,306 shares; 2025Q1: 5,257 shares; 2025Q2: 5,215 shares; 2025Q3: 5,167 shares; 2025Q4: 5,154 shares; 2026Q1: 5,127 shares; 2026Q2: 5,005 shares 5,005 $1.19M 0.26% -122 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,221 shares; 2025Q1: 4,147 shares; 2025Q2: 4,382 shares; 2025Q3: 4,353 shares; 2025Q4: 4,376 shares; 2026Q1: 8,840 shares; 2026Q2: 8,526 shares 8,526 $930K 0.2% -314 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303 shares; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 3,027 shares 3,027 $913K 0.2% +2,724 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 12,646 shares; 2025Q1: 12,710 shares; 2025Q2: 7,003 shares; 2025Q3: 6,807 shares; 2025Q4: 10,193 shares; 2026Q1: 7,529 shares; 2026Q2: 7,271 shares 7,271 $885K 0.19% -258 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,191 shares; 2024Q4: 140,085 shares; 2025Q1: 215,045 shares; 2025Q2: 231,058 shares; 2025Q3: 282,373 shares; 2025Q4: 270,386 shares; 2026Q1: 250,889 shares; 2026Q2: 17,536 shares 17,536 $833K 0.18% -233,353 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: 5,345 shares; 2024Q4: 4,642 shares; 2025Q1: 4,736 shares; 2025Q2: 4,775 shares; 2025Q3: 4,686 shares; 2025Q4: 4,190 shares; 2026Q1: 4,357 shares; 2026Q2: 4,053 shares 4,053 $811K 0.17% -304 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: 5,604 shares; 2024Q4: 5,720 shares; 2025Q1: 5,516 shares; 2025Q2: 5,758 shares; 2025Q3: 5,773 shares; 2025Q4: 5,821 shares; 2026Q1: 5,798 shares; 2026Q2: 5,774 shares 5,774 $789K 0.17% -24 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: 1,588 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 2,041 shares; 2025Q4: 1,974 shares; 2026Q1: 2,000 shares; 2026Q2: 2,109 shares 2,109 $754K 0.16% +109 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: 29,954 shares; 2024Q4: 21,682 shares; 2025Q1: 12,046 shares; 2025Q2: 11,345 shares; 2025Q3: 11,807 shares; 2025Q4: 11,399 shares; 2026Q1: 11,724 shares; 2026Q2: 12,129 shares 12,129 $745K 0.16% +405 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: 3,202 shares; 2024Q4: 3,108 shares; 2025Q1: 3,111 shares; 2025Q2: 3,114 shares; 2025Q3: 2,925 shares; 2025Q4: 2,915 shares; 2026Q1: 2,883 shares; 2026Q2: 2,882 shares 2,882 $732K 0.16% -1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,644 shares; 2024Q4: 6,190 shares; 2025Q1: 3,604 shares; 2025Q2: 3,810 shares; 2025Q3: 3,782 shares; 2025Q4: 3,494 shares; 2026Q1: 3,124 shares; 2026Q2: 9,297 shares 9,297 $724K 0.16% +6,173 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: 1,491 shares; 2024Q4: 1,549 shares; 2025Q1: 1,648 shares; 2025Q2: 1,719 shares; 2025Q3: 1,740 shares; 2025Q4: 1,884 shares; 2026Q1: 1,865 shares; 2026Q2: 1,903 shares 1,903 $671K 0.14% +38 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,809 shares; 2024Q4: 20,406 shares; 2025Q1: 22,244 shares; 2025Q2: 23,825 shares; 2025Q3: 21,986 shares; 2025Q4: 21,238 shares; 2026Q1: 15,905 shares; 2026Q2: 15,614 shares 15,614 $653K 0.14% -291 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,287 shares; 2024Q4: 1,257 shares; 2025Q1: 1,310 shares; 2025Q2: 1,336 shares; 2025Q3: 1,425 shares; 2025Q4: 1,397 shares; 2026Q1: 1,325 shares; 2026Q2: 1,271 shares 1,271 $647K 0.14% -54 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,314 shares; 2024Q4: 16,811 shares; 2025Q1: 11,480 shares; 2025Q2: 10,936 shares; 2025Q3: 10,605 shares; 2025Q4: 9,720 shares; 2026Q1: 10,122 shares; 2026Q2: 9,807 shares 9,807 $636K 0.14% -315 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,685 shares; 2025Q1: 1,686 shares; 2025Q2: 1,687 shares; 2025Q3: 1,688 shares; 2025Q4: 1,689 shares; 2026Q1: 1,690 shares; 2026Q2: 1,684 shares 1,684 $624K 0.13% -6 Timeline BBUS 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: 3,339 shares; 2025Q1: 3,993 shares; 2025Q2: 4,255 shares; 2025Q3: 4,130 shares; 2025Q4: 4,132 shares; 2026Q1: 4,661 shares; 2026Q2: 4,597 shares 4,597 $619K 0.13% -64 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: 1,808 shares; 2024Q4: 1,943 shares; 2025Q1: 2,112 shares; 2025Q2: 2,248 shares; 2025Q3: 2,154 shares; 2025Q4: 2,053 shares; 2026Q1: 2,102 shares; 2026Q2: 1,864 shares 1,864 $610K 0.13% -238 Timeline ILCV 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: 15,461 shares; 2025Q2: 5,831 shares; 2025Q3: 5,664 shares; 2025Q4: 5,167 shares; 2026Q1: 5,788 shares; 2026Q2: 5,679 shares 5,679 $575K 0.12% -109 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: 1,118 shares; 2024Q4: 1,053 shares; 2025Q1: 1,296 shares; 2025Q2: 1,331 shares; 2025Q3: 1,346 shares; 2025Q4: 1,349 shares; 2026Q1: 1,351 shares; 2026Q2: 1,365 shares 1,365 $574K 0.12% +14 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: 2,930 shares; 2024Q4: 2,949 shares; 2025Q1: not reported; 2025Q2: 2,182 shares; 2025Q3: 2,138 shares; 2025Q4: 2,244 shares; 2026Q1: 2,326 shares; 2026Q2: 2,460 shares 2,460 $568K 0.12% +134 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: 2,648 shares; 2024Q4: 2,959 shares; 2025Q1: 3,029 shares; 2025Q2: 3,082 shares; 2025Q3: 3,511 shares; 2025Q4: 3,309 shares; 2026Q1: 3,335 shares; 2026Q2: 3,361 shares 3,361 $557K 0.12% +26 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,963 shares 1,963 $524K 0.11% new 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: 1,640 shares; 2024Q4: 1,616 shares; 2025Q1: 1,602 shares; 2025Q2: 1,561 shares; 2025Q3: 1,547 shares; 2025Q4: 1,531 shares; 2026Q1: 1,541 shares; 2026Q2: 1,420 shares 1,420 $502K 0.11% -121 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 1,050 shares; 2025Q1: 1,096 shares; 2025Q2: 1,082 shares; 2025Q3: 1,053 shares; 2025Q4: 1,012 shares; 2026Q1: 993 shares; 2026Q2: 996 shares 996 $493K 0.11% +3 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,256 shares; 2024Q4: 23,282 shares; 2025Q1: 25,064 shares; 2025Q2: 26,540 shares; 2025Q3: 25,432 shares; 2025Q4: 933 shares; 2026Q1: 790 shares; 2026Q2: 756 shares 756 $484K 0.1% -34 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: 4,374 shares; 2024Q4: 5,908 shares; 2025Q1: 3,473 shares; 2025Q2: 3,666 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,688 shares; 2026Q2: 3,783 shares 3,783 $471K 0.1% +95 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,376 shares; 2024Q4: 19,209 shares; 2025Q1: 12,412 shares; 2025Q2: 7,575 shares; 2025Q3: 9,066 shares; 2025Q4: 8,433 shares; 2026Q1: 8,432 shares; 2026Q2: 9,040 shares 9,040 $468K 0.1% +608 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,254 shares; 2025Q2: 3,199 shares; 2025Q3: 3,201 shares; 2025Q4: 3,202 shares; 2026Q1: 3,155 shares; 2026Q2: 3,078 shares 3,078 $466K 0.1% -77 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: 3,769 shares; 2024Q4: 2,119 shares; 2025Q1: 1,360 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,140 shares; 2026Q1: 995 shares; 2026Q2: 5,391 shares 5,391 $464K 0.1% +4,396 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $464K 0.1% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,801 shares; 2024Q4: 61,315 shares; 2025Q1: 71,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,968 shares; 2026Q2: 8,983 shares 8,983 $461K 0.1% -985 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,969 shares; 2024Q4: 6,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,303 shares; 2025Q4: 4,559 shares; 2026Q1: not reported; 2026Q2: 7,868 shares 7,868 $454K 0.1% new 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: 25,261 shares; 2024Q4: 14,645 shares; 2025Q1: 10,773 shares; 2025Q2: 10,889 shares; 2025Q3: 10,716 shares; 2025Q4: 8,895 shares; 2026Q1: 6,936 shares; 2026Q2: 6,287 shares 6,287 $448K 0.1% -649 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,650 shares; 2025Q1: 5,170 shares; 2025Q2: 4,579 shares; 2025Q3: 4,297 shares; 2025Q4: 4,273 shares; 2026Q1: 4,160 shares; 2026Q2: 4,570 shares 4,570 $441K 0.09% +410 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,436 shares; 2024Q4: not reported; 2025Q1: 14,295 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,573 shares; 2026Q1: 7,096 shares; 2026Q2: 4,063 shares 4,063 $427K 0.09% -3,033 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: 2,575 shares; 2024Q4: 2,574 shares; 2025Q1: 2,688 shares; 2025Q2: 2,716 shares; 2025Q3: 2,479 shares; 2025Q4: 2,778 shares; 2026Q1: 2,885 shares; 2026Q2: 2,903 shares 2,903 $425K 0.09% +18 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: 388 shares; 2025Q2: 445 shares; 2025Q3: 444 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 3,539 shares 3,539 $423K 0.09% +3,097 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: 3,568 shares; 2025Q3: 3,814 shares; 2025Q4: 3,597 shares; 2026Q1: 3,567 shares; 2026Q2: 3,587 shares 3,587 $421K 0.09% +20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,890 shares; 2024Q4: 3,890 shares; 2025Q1: 3,890 shares; 2025Q2: 3,890 shares; 2025Q3: 3,890 shares; 2025Q4: 3,927 shares; 2026Q1: 3,965 shares; 2026Q2: 3,998 shares 3,998 $416K 0.09% +33 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,720 shares; 2025Q1: not reported; 2025Q2: 9,558 shares; 2025Q3: 9,420 shares; 2025Q4: 8,140 shares; 2026Q1: not reported; 2026Q2: 3,483 shares 3,483 $414K 0.09% new 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: 1,393 shares; 2024Q4: 1,497 shares; 2025Q1: 1,641 shares; 2025Q2: 1,807 shares; 2025Q3: 1,894 shares; 2025Q4: 1,618 shares; 2026Q1: 1,550 shares; 2026Q2: 1,549 shares 1,549 $390K 0.08% -1 Timeline IWY 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: 7,827 shares; 2025Q1: 1,394 shares; 2025Q2: 1,391 shares; 2025Q3: 3,927 shares; 2025Q4: 1,300 shares; 2026Q1: 1,337 shares; 2026Q2: 1,336 shares 1,336 $388K 0.08% -1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,424 shares; 2024Q4: 11,976 shares; 2025Q1: 16,293 shares; 2025Q2: 6,778 shares; 2025Q3: 9,406 shares; 2025Q4: 11,992 shares; 2026Q1: 10,552 shares; 2026Q2: 7,604 shares 7,604 $383K 0.08% -2,948 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,559 shares; 2025Q2: 6,824 shares; 2025Q3: 7,887 shares; 2025Q4: 8,391 shares; 2026Q1: 3,827 shares; 2026Q2: 3,473 shares 3,473 $374K 0.08% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 808 shares; 2025Q4: 844 shares; 2026Q1: 897 shares; 2026Q2: 888 shares 888 $364K 0.08% -9 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,543 shares 2,543 $355K 0.08% new 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: 6,033 shares; 2024Q4: 6,579 shares; 2025Q1: 7,023 shares; 2025Q2: 7,288 shares; 2025Q3: 7,448 shares; 2025Q4: 7,398 shares; 2026Q1: 8,162 shares; 2026Q2: 8,216 shares 8,216 $348K 0.07% +54 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: 6,820 shares; 2024Q4: 3,920 shares; 2025Q1: 2,439 shares; 2025Q2: 2,534 shares; 2025Q3: 2,485 shares; 2025Q4: 2,077 shares; 2026Q1: 1,751 shares; 2026Q2: 1,591 shares 1,591 $347K 0.07% -160 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares; 2026Q2: 3,038 shares 3,038 $344K 0.07% -1 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: 468 shares; 2024Q4: 467 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $343K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,826 shares; 2025Q1: 2,061 shares; 2025Q2: 2,269 shares; 2025Q3: 2,105 shares; 2025Q4: 1,971 shares; 2026Q1: 1,718 shares; 2026Q2: 1,883 shares 1,883 $341K 0.07% +165 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,601 shares; 2026Q1: 6,381 shares; 2026Q2: 6,163 shares 6,163 $328K 0.07% -218 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,403 shares; 2024Q4: 67,873 shares; 2025Q1: 24,825 shares; 2025Q2: 24,593 shares; 2025Q3: 14,899 shares; 2025Q4: 13,873 shares; 2026Q1: 16,571 shares; 2026Q2: 12,737 shares 12,737 $327K 0.07% -3,834 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: 2,146 shares; 2024Q4: 1,411 shares; 2025Q1: 1,027 shares; 2025Q2: 1,047 shares; 2025Q3: 960 shares; 2025Q4: 879 shares; 2026Q1: 849 shares; 2026Q2: 886 shares 886 $327K 0.07% +37 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: 1,054 shares; 2024Q4: 1,040 shares; 2025Q1: 1,030 shares; 2025Q2: 1,038 shares; 2025Q3: 974 shares; 2025Q4: 968 shares; 2026Q1: 931 shares; 2026Q2: 932 shares 932 $320K 0.07% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,009 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,846 shares; 2026Q1: 5,336 shares; 2026Q2: 2,569 shares 2,569 $302K 0.06% -2,767 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,155 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,932 shares; 2026Q2: 1,742 shares 1,742 $296K 0.06% -190 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,583 shares; 2024Q4: 9,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,757 shares; 2026Q2: 1,574 shares 1,574 $291K 0.06% -183 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,084 shares; 2025Q2: 11,452 shares; 2025Q3: 12,175 shares; 2025Q4: 11,895 shares; 2026Q1: 13,473 shares; 2026Q2: 13,891 shares 13,891 $288K 0.06% +418 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: 1,500 shares; 2024Q4: 1,589 shares; 2025Q1: 1,727 shares; 2025Q2: 1,817 shares; 2025Q3: 1,773 shares; 2025Q4: 1,722 shares; 2026Q1: 1,929 shares; 2026Q2: 1,945 shares 1,945 $285K 0.06% +16 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: 396 shares; 2024Q4: 385 shares; 2025Q1: 383 shares; 2025Q2: 379 shares; 2025Q3: 385 shares; 2025Q4: 380 shares; 2026Q1: 391 shares; 2026Q2: 506 shares 506 $285K 0.06% +115 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,918 shares; 2024Q4: 4,911 shares; 2025Q1: 4,816 shares; 2025Q2: 4,758 shares; 2025Q3: 4,742 shares; 2025Q4: 4,070 shares; 2026Q1: 3,872 shares; 2026Q2: 3,752 shares 3,752 $284K 0.06% -120 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,086 shares; 2026Q2: 3,545 shares 3,545 $284K 0.06% +459 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: 248 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 314 shares; 2026Q2: 301 shares 301 $282K 0.06% -13 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 681 shares; 2025Q3: 731 shares; 2025Q4: 677 shares; 2026Q1: 671 shares; 2026Q2: 681 shares 681 $274K 0.06% +10 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: 748 shares; 2025Q4: 744 shares; 2026Q1: 741 shares; 2026Q2: 751 shares 751 $272K 0.06% +10 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,753 shares; 2025Q1: not reported; 2025Q2: 4,753 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 4,753 shares; 2026Q2: 4,737 shares 4,737 $270K 0.06% -16 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 784 shares 784 $267K 0.06% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,015 shares; 2026Q2: 10,245 shares 10,245 $262K 0.06% +1,230 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 2,058 shares; 2025Q4: 1,909 shares; 2026Q1: 1,899 shares; 2026Q2: 1,918 shares 1,918 $260K 0.06% +19 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,559 shares; 2024Q4: 11,653 shares; 2025Q1: 7,100 shares; 2025Q2: 7,079 shares; 2025Q3: 7,134 shares; 2025Q4: 7,263 shares; 2026Q1: 7,227 shares; 2026Q2: 5,332 shares 5,332 $258K 0.06% -1,895 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares; 2026Q2: 8,088 shares 8,088 $257K 0.06% +878 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 3,163 shares 3,163 $257K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 489 shares 489 $245K 0.05% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $244K 0.05% new Timeline JGRO 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: 2,488 shares; 2026Q2: 2,455 shares 2,455 $242K 0.05% -33 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $240K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares 1,529 $240K 0.05% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 495 shares 495 $239K 0.05% new Timeline JAVA 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: 2,839 shares; 2026Q1: 2,987 shares; 2026Q2: 2,990 shares 2,990 $237K 0.05% +3 Timeline BUFG 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: 8,342 shares; 2025Q3: 8,192 shares; 2025Q4: 7,944 shares; 2026Q1: 7,944 shares; 2026Q2: 7,944 shares 7,944 $233K 0.05% 0 Timeline CERY 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: 8,599 shares; 2025Q1: 8,890 shares; 2025Q2: not reported; 2025Q3: 8,684 shares; 2025Q4: not reported; 2026Q1: 6,695 shares; 2026Q2: 6,921 shares 6,921 $231K 0.05% +226 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 4,258 shares; 2026Q1: 4,095 shares; 2026Q2: 4,095 shares 4,095 $230K 0.05% 0 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: 1,245 shares; 2024Q4: 1,151 shares; 2025Q1: 1,153 shares; 2025Q2: 1,148 shares; 2025Q3: 999 shares; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 842 shares 842 $228K 0.05% -141 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564 shares; 2026Q2: 520 shares 520 $222K 0.05% -44 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,376 shares 4,376 $221K 0.05% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $221K 0.05% new Timeline JETS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,639 shares 6,639 $221K 0.05% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 616 shares; 2026Q1: 616 shares; 2026Q2: 618 shares 618 $219K 0.05% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,879 shares; 2025Q3: 2,020 shares; 2025Q4: 1,873 shares; 2026Q1: 2,176 shares; 2026Q2: 2,215 shares 2,215 $218K 0.05% +39 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,361 shares; 2024Q4: 7,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,202 shares 2,202 $212K 0.05% new Timeline EBND 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: 20,615 shares; 2024Q4: 14,135 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,853 shares; 2026Q2: 9,941 shares 9,941 $208K 0.04% +88 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 754 shares 754 $205K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $202K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares 539 $201K 0.04% new Timeline