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 loaded; 2024Q4: 880,614 shares; 2025Q1: 874,455 shares; 2025Q2: 787,826 shares; 2025Q3: 795,560 shares; 2025Q4: 795,893 shares; 2026Q1: 800,534 shares; 2026Q2: 940,424 shares 940,424 $82.6M 19.47% +139,890 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 536,095 shares; 2025Q1: 532,300 shares; 2025Q2: 541,738 shares; 2025Q3: 544,802 shares; 2025Q4: 540,576 shares; 2026Q1: 548,228 shares; 2026Q2: 544,027 shares 544,027 $77.2M 18.19% -4,201 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566,067 shares; 2025Q3: 637,907 shares; 2025Q4: 650,520 shares; 2026Q1: 669,290 shares; 2026Q2: 699,070 shares 699,070 $37.4M 8.81% +29,780 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747,907 shares; 2026Q1: 761,568 shares; 2026Q2: 736,675 shares 736,675 $29.9M 7.04% -24,893 Timeline AVUV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221,519 shares; 2025Q3: 228,579 shares; 2025Q4: 226,400 shares; 2026Q1: 224,536 shares; 2026Q2: 218,595 shares 218,595 $27.3M 6.43% -5,941 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101,074 shares; 2025Q1: 106,043 shares; 2025Q2: 113,413 shares; 2025Q3: 121,447 shares; 2025Q4: 143,177 shares; 2026Q1: 169,734 shares; 2026Q2: 161,919 shares 161,919 $11M 2.59% -7,815 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: not loaded; 2024Q4: 95,440 shares; 2025Q1: 95,423 shares; 2025Q2: 64,710 shares; 2025Q3: 63,716 shares; 2025Q4: 51,903 shares; 2026Q1: 51,018 shares; 2026Q2: 43,554 shares 43,554 $11M 2.59% -7,464 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,947 shares; 2025Q3: 150,381 shares; 2025Q4: 142,732 shares; 2026Q1: 147,747 shares; 2026Q2: 149,775 shares 149,775 $10.1M 2.38% +2,028 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 loaded; 2024Q4: 60,701 shares; 2025Q1: 61,675 shares; 2025Q2: 58,061 shares; 2025Q3: 57,678 shares; 2025Q4: 62,168 shares; 2026Q1: 68,139 shares; 2026Q2: 71,625 shares 71,625 $9.85M 2.32% +3,486 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: not loaded; 2024Q4: 14,632 shares; 2025Q1: 20,682 shares; 2025Q2: 22,784 shares; 2025Q3: 25,503 shares; 2025Q4: 40,007 shares; 2026Q1: 44,265 shares; 2026Q2: 41,936 shares 41,936 $9.52M 2.24% -2,329 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,536 shares; 2025Q3: 112,466 shares; 2025Q4: 110,059 shares; 2026Q1: 90,709 shares; 2026Q2: 100,889 shares 100,889 $7.62M 1.8% +10,180 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182,363 shares 182,363 $6.67M 1.57% new 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: not loaded; 2024Q4: 93,365 shares; 2025Q1: 93,052 shares; 2025Q2: 81,412 shares; 2025Q3: 83,934 shares; 2025Q4: 72,458 shares; 2026Q1: 75,687 shares; 2026Q2: 135,297 shares 135,297 $6.24M 1.47% +59,610 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,259 shares 80,259 $6.11M 1.44% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,634 shares; 2025Q3: 43,404 shares; 2025Q4: 104,205 shares; 2026Q1: 116,237 shares; 2026Q2: 110,311 shares 110,311 $5.82M 1.37% -5,926 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,954 shares; 2025Q1: 39,962 shares; 2025Q2: 38,819 shares; 2025Q3: 34,394 shares; 2025Q4: 34,381 shares; 2026Q1: 34,376 shares; 2026Q2: 34,407 shares 34,407 $5.04M 1.19% +31 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,523 shares; 2025Q1: 5,495 shares; 2025Q2: 5,671 shares; 2025Q3: 5,746 shares; 2025Q4: 5,799 shares; 2026Q1: 6,427 shares; 2026Q2: 6,456 shares 6,456 $4.83M 1.14% +29 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 147,284 shares; 2025Q1: 152,264 shares; 2025Q2: 151,255 shares; 2025Q3: 160,378 shares; 2025Q4: 179,397 shares; 2026Q1: 185,252 shares; 2026Q2: 197,429 shares 197,429 $4.57M 1.08% +12,177 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,733 shares; 2025Q1: 15,883 shares; 2025Q2: 16,824 shares; 2025Q3: 17,411 shares; 2025Q4: 29,011 shares; 2026Q1: 32,556 shares; 2026Q2: 26,693 shares 26,693 $4.31M 1.02% -5,863 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,285 shares; 2025Q1: 20,252 shares; 2025Q2: 20,303 shares; 2025Q3: 20,442 shares; 2025Q4: 21,064 shares; 2026Q1: 21,047 shares; 2026Q2: 21,241 shares 21,241 $3.48M 0.82% +194 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,955 shares 64,955 $3.27M 0.77% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,372 shares; 2025Q3: 81,714 shares; 2025Q4: 91,256 shares; 2026Q1: 101,707 shares; 2026Q2: 71,680 shares 71,680 $3.09M 0.73% -30,027 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,433 shares; 2026Q1: 27,673 shares; 2026Q2: 50,697 shares 50,697 $3.03M 0.71% +23,024 Timeline AVEM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,389 shares; 2026Q1: 39,817 shares; 2026Q2: 30,584 shares 30,584 $2.95M 0.7% -9,233 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,035 shares; 2025Q2: 49,264 shares; 2025Q3: 52,501 shares; 2025Q4: 66,208 shares; 2026Q1: 70,616 shares; 2026Q2: 58,350 shares 58,350 $2.66M 0.63% -12,266 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 loaded; 2024Q4: 12,109 shares; 2025Q1: 12,912 shares; 2025Q2: 13,230 shares; 2025Q3: 12,563 shares; 2025Q4: 17,614 shares; 2026Q1: 19,694 shares; 2026Q2: 110,733 shares 110,733 $2.52M 0.59% +91,039 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: not loaded; 2024Q4: 20,756 shares; 2025Q1: 18,489 shares; 2025Q2: 18,661 shares; 2025Q3: 19,682 shares; 2025Q4: 22,769 shares; 2026Q1: 24,694 shares; 2026Q2: 26,681 shares 26,681 $2.52M 0.59% +1,987 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,441 shares; 2025Q1: 6,474 shares; 2025Q2: 6,918 shares; 2025Q3: 6,887 shares; 2025Q4: 6,967 shares; 2026Q1: 7,440 shares; 2026Q2: 7,641 shares 7,641 $2.21M 0.52% +201 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,429 shares; 2025Q1: 12,429 shares; 2025Q2: 12,366 shares; 2025Q3: 12,332 shares; 2025Q4: 12,332 shares; 2026Q1: 12,332 shares; 2026Q2: 12,332 shares 12,332 $1.94M 0.46% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,899 shares; 2025Q1: 38,111 shares; 2025Q2: 42,708 shares; 2025Q3: 46,910 shares; 2025Q4: 25,825 shares; 2026Q1: 27,268 shares; 2026Q2: 8,464 shares 8,464 $1.86M 0.44% -18,804 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,606 shares 63,606 $1.78M 0.42% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,543 shares; 2025Q1: 2,556 shares; 2025Q2: 2,808 shares; 2025Q3: 3,027 shares; 2025Q4: 3,335 shares; 2026Q1: 3,991 shares; 2026Q2: 4,405 shares 4,405 $1.64M 0.39% +414 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,848 shares 28,848 $1.45M 0.34% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,110 shares; 2025Q2: 1,169 shares; 2025Q3: 1,164 shares; 2025Q4: 1,169 shares; 2026Q1: 1,174 shares; 2026Q2: 1,189 shares 1,189 $1.43M 0.34% +15 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: not loaded; 2024Q4: 13,573 shares; 2025Q1: 12,911 shares; 2025Q2: 11,851 shares; 2025Q3: 11,737 shares; 2025Q4: 11,532 shares; 2026Q1: 9,297 shares; 2026Q2: 8,535 shares 8,535 $1.25M 0.29% -762 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,525 shares; 2025Q1: 11,503 shares; 2025Q2: 11,575 shares; 2025Q3: 11,634 shares; 2025Q4: 14,683 shares; 2026Q1: 14,884 shares; 2026Q2: 14,367 shares 14,367 $1.15M 0.27% -517 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,403 shares; 2025Q1: 3,529 shares; 2025Q2: 5,220 shares; 2025Q3: 5,285 shares; 2025Q4: 5,369 shares; 2026Q1: 5,564 shares; 2026Q2: 5,568 shares 5,568 $1.11M 0.26% +4 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,145 shares; 2025Q1: 6,502 shares; 2025Q2: 3,319 shares; 2025Q3: 3,045 shares; 2025Q4: not reported; 2026Q1: 5,893 shares; 2026Q2: 10,987 shares 10,987 $1.1M 0.26% +5,094 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,041 shares; 2025Q1: 11,585 shares; 2025Q2: 11,644 shares; 2025Q3: 11,858 shares; 2025Q4: 16,984 shares; 2026Q1: 16,929 shares; 2026Q2: 19,670 shares 19,670 $933K 0.22% +2,741 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,283 shares; 2025Q1: 3,255 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 3,123 shares; 2026Q1: 3,123 shares; 2026Q2: 3,103 shares 3,103 $886K 0.21% -20 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 5,092 shares; 2025Q2: 5,102 shares; 2025Q3: 4,969 shares; 2025Q4: 6,140 shares; 2026Q1: 6,101 shares; 2026Q2: 6,222 shares 6,222 $886K 0.21% +121 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 627 shares; 2025Q1: 569 shares; 2025Q2: 657 shares; 2025Q3: 669 shares; 2025Q4: 679 shares; 2026Q1: 1,449 shares; 2026Q2: 1,975 shares 1,975 $821K 0.19% +526 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,322 shares; 2025Q1: 14,958 shares; 2025Q2: 11,950 shares; 2025Q3: 12,647 shares; 2025Q4: 19,595 shares; 2026Q1: 18,434 shares; 2026Q2: 9,241 shares 9,241 $734K 0.17% -9,193 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,339 shares; 2025Q1: 66,689 shares; 2025Q2: 108,208 shares; 2025Q3: 116,084 shares; 2025Q4: 88,958 shares; 2026Q1: 87,915 shares; 2026Q2: 9,269 shares 9,269 $710K 0.17% -78,646 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,402 shares; 2025Q1: 19,172 shares; 2025Q2: 22,610 shares; 2025Q3: 22,676 shares; 2025Q4: 37,538 shares; 2026Q1: 37,716 shares; 2026Q2: 29,664 shares 29,664 $687K 0.16% -8,052 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,375 shares; 2025Q1: 1,426 shares; 2025Q2: 1,685 shares; 2025Q3: 1,695 shares; 2025Q4: 1,728 shares; 2026Q1: 1,739 shares; 2026Q2: 1,901 shares 1,901 $679K 0.16% +162 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,876 shares; 2025Q1: 4,882 shares; 2025Q2: 4,790 shares; 2025Q3: 4,742 shares; 2025Q4: 3,975 shares; 2026Q1: 3,974 shares; 2026Q2: 4,109 shares 4,109 $665K 0.16% +135 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,085 shares; 2025Q1: 1,444 shares; 2025Q2: 1,508 shares; 2025Q3: 1,511 shares; 2025Q4: 1,528 shares; 2026Q1: 1,530 shares; 2026Q2: 1,578 shares 1,578 $664K 0.16% +48 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,454 shares; 2025Q3: 4,350 shares; 2025Q4: 4,389 shares; 2026Q1: 5,852 shares; 2026Q2: 5,839 shares 5,839 $628K 0.15% -13 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,339 shares; 2025Q1: 12,178 shares; 2025Q2: 8,805 shares; 2025Q3: 8,759 shares; 2025Q4: 8,349 shares; 2026Q1: 8,316 shares; 2026Q2: 9,004 shares 9,004 $625K 0.15% +688 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 loaded; 2024Q4: 19,057 shares; 2025Q1: 32,637 shares; 2025Q2: 72,287 shares; 2025Q3: 76,507 shares; 2025Q4: 76,416 shares; 2026Q1: 78,585 shares; 2026Q2: 7,479 shares 7,479 $620K 0.15% -71,106 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 579 shares; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 634 shares; 2026Q1: 635 shares; 2026Q2: 579 shares 579 $617K 0.15% -56 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,238 shares; 2025Q1: 9,472 shares; 2025Q2: 9,499 shares; 2025Q3: 9,179 shares; 2025Q4: 12,464 shares; 2026Q1: 12,579 shares; 2026Q2: 10,892 shares 10,892 $596K 0.14% -1,687 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,421 shares; 2025Q1: 9,109 shares; 2025Q2: 9,116 shares; 2025Q3: 9,120 shares; 2025Q4: 7,625 shares; 2026Q1: 7,528 shares; 2026Q2: 7,167 shares 7,167 $576K 0.14% -361 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 loaded; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares; 2026Q2: 1,194 shares 1,194 $570K 0.13% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,566 shares; 2025Q1: 23,623 shares; 2025Q2: 24,070 shares; 2025Q3: 26,004 shares; 2025Q4: 32,521 shares; 2026Q1: 35,062 shares; 2026Q2: 10,368 shares 10,368 $543K 0.13% -24,694 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,813 shares 3,813 $532K 0.13% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,967 shares; 2025Q1: 4,778 shares; 2025Q2: 4,930 shares; 2025Q3: 4,759 shares; 2025Q4: 4,031 shares; 2026Q1: 4,052 shares; 2026Q2: 4,059 shares 4,059 $530K 0.12% +7 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,491 shares; 2025Q1: 2,491 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 549 shares 549 $530K 0.12% -1,951 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,302 shares; 2025Q1: 1,346 shares; 2025Q2: 1,702 shares; 2025Q3: 1,699 shares; 2025Q4: 1,740 shares; 2026Q1: 1,691 shares; 2026Q2: 2,101 shares 2,101 $501K 0.12% +410 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,971 shares; 2025Q1: 2,137 shares; 2025Q2: 2,187 shares; 2025Q3: 3,499 shares; 2025Q4: 3,524 shares; 2026Q1: 3,576 shares; 2026Q2: 3,625 shares 3,625 $496K 0.12% +49 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,280 shares; 2025Q1: 1,290 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $471K 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; 2024Q3: not loaded; 2024Q4: 847 shares; 2025Q1: 856 shares; 2025Q2: 901 shares; 2025Q3: 897 shares; 2025Q4: 906 shares; 2026Q1: 902 shares; 2026Q2: 928 shares 928 $464K 0.11% +26 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,565 shares; 2025Q1: 4,628 shares; 2025Q2: 4,628 shares; 2025Q3: 4,628 shares; 2025Q4: 4,628 shares; 2026Q1: 4,628 shares; 2026Q2: 4,679 shares 4,679 $452K 0.11% +51 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: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,421 shares; 2025Q2: 1,445 shares; 2025Q3: 1,683 shares; 2025Q4: 1,692 shares; 2026Q1: 1,692 shares; 2026Q2: 1,719 shares 1,719 $433K 0.1% +27 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,839 shares; 2025Q1: 10,839 shares; 2025Q2: 10,839 shares; 2025Q3: 10,839 shares; 2025Q4: 10,839 shares; 2026Q1: 10,839 shares; 2026Q2: 10,839 shares 10,839 $428K 0.1% 0 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: not loaded; 2024Q4: 23,465 shares; 2025Q1: 20,811 shares; 2025Q2: 14,265 shares; 2025Q3: 13,623 shares; 2025Q4: 13,223 shares; 2026Q1: 13,223 shares; 2026Q2: 8,072 shares 8,072 $412K 0.1% -5,151 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,162 shares 16,162 $404K 0.1% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,351 shares; 2025Q1: 24,686 shares; 2025Q2: 26,207 shares; 2025Q3: 26,894 shares; 2025Q4: 3,298 shares; 2026Q1: 3,575 shares; 2026Q2: 3,214 shares 3,214 $400K 0.09% -361 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 30,751 shares; 2025Q2: 51,942 shares; 2025Q3: 59,016 shares; 2025Q4: 124,132 shares; 2026Q1: 138,803 shares; 2026Q2: 6,511 shares 6,511 $399K 0.09% -132,292 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,807 shares; 2025Q1: 18,525 shares; 2025Q2: 19,098 shares; 2025Q3: 19,098 shares; 2025Q4: 19,098 shares; 2026Q1: 18,280 shares; 2026Q2: 17,438 shares 17,438 $386K 0.09% -842 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,123 shares; 2026Q1: 10,202 shares; 2026Q2: 10,827 shares 10,827 $380K 0.09% +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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,569 shares; 2026Q1: 3,817 shares; 2026Q2: 4,094 shares 4,094 $363K 0.09% +277 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,436 shares; 2025Q1: 2,931 shares; 2025Q2: 2,893 shares; 2025Q3: 2,894 shares; 2025Q4: 2,567 shares; 2026Q1: 2,422 shares; 2026Q2: 2,415 shares 2,415 $358K 0.08% -7 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares; 2026Q2: 3,650 shares 3,650 $356K 0.08% -1 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,258 shares; 2026Q1: 1,272 shares; 2026Q2: 1,343 shares 1,343 $341K 0.08% +71 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 3,851 shares; 2025Q2: 3,616 shares; 2025Q3: 3,616 shares; 2025Q4: 3,509 shares; 2026Q1: 3,509 shares; 2026Q2: 2,886 shares 2,886 $338K 0.08% -623 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 762 shares; 2025Q4: 770 shares; 2026Q1: 822 shares; 2026Q2: 883 shares 883 $334K 0.08% +61 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,295 shares 1,295 $331K 0.08% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: 3,630 shares; 2025Q3: 3,630 shares; 2025Q4: 3,645 shares; 2026Q1: 3,647 shares; 2026Q2: 3,664 shares 3,664 $303K 0.07% +17 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 6,717 shares; 2025Q2: 6,717 shares; 2025Q3: 6,570 shares; 2025Q4: 6,570 shares; 2026Q1: 6,188 shares; 2026Q2: 7,552 shares 7,552 $302K 0.07% +1,364 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,914 shares; 2025Q1: 1,929 shares; 2025Q2: 1,963 shares; 2025Q3: 2,028 shares; 2025Q4: 1,951 shares; 2026Q1: 2,042 shares; 2026Q2: 2,017 shares 2,017 $296K 0.07% -25 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,127 shares; 2025Q1: 3,591 shares; 2025Q2: 3,582 shares; 2025Q3: 3,583 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,480 shares 3,480 $294K 0.07% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,942 shares; 2025Q1: 6,378 shares; 2025Q2: 6,378 shares; 2025Q3: 6,378 shares; 2025Q4: 6,378 shares; 2026Q1: 6,378 shares; 2026Q2: 5,854 shares 5,854 $293K 0.07% -524 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 788 shares; 2026Q2: 788 shares 788 $292K 0.07% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 838 shares; 2025Q4: 847 shares; 2026Q1: 858 shares; 2026Q2: 890 shares 890 $291K 0.07% +32 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,164 shares; 2025Q1: 3,174 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,164 shares; 2026Q2: 3,164 shares 3,164 $285K 0.07% 0 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: not loaded; 2024Q4: 490 shares; 2025Q1: 493 shares; 2025Q2: 520 shares; 2025Q3: 518 shares; 2025Q4: 517 shares; 2026Q1: 520 shares; 2026Q2: 528 shares 528 $271K 0.06% +8 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,380 shares; 2025Q1: 5,353 shares; 2025Q2: 5,353 shares; 2025Q3: 5,353 shares; 2025Q4: 5,353 shares; 2026Q1: 5,333 shares; 2026Q2: 5,333 shares 5,333 $270K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449 shares; 2025Q4: 445 shares; 2026Q1: 446 shares; 2026Q2: 503 shares 503 $256K 0.06% +57 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 652 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $248K 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 821 shares 821 $245K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: not reported; 2026Q2: 323 shares 323 $238K 0.06% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 360 shares; 2025Q3: 361 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 398 shares 398 $224K 0.05% +34 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192 shares 192 $222K 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: not reported; 2026Q1: 2,453 shares; 2026Q2: 2,434 shares 2,434 $221K 0.05% -19 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $216K 0.05% new Timeline