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: 29,908 shares; 2024Q4: 30,639 shares; 2025Q1: 30,786 shares; 2025Q2: 31,471 shares; 2025Q3: 32,406 shares; 2025Q4: 31,796 shares; 2026Q1: 32,689 shares; 2026Q2: 29,840 shares 29,840 $20.5M 7.35% -2,849 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: 23,244 shares; 2024Q4: 23,313 shares; 2025Q1: 22,693 shares; 2025Q2: 22,324 shares; 2025Q3: 22,438 shares; 2025Q4: 21,665 shares; 2026Q1: 21,282 shares; 2026Q2: 169,988 shares 169,988 $20.3M 7.29% +148,706 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,212 shares; 2024Q4: 781,481 shares; 2025Q1: 778,548 shares; 2025Q2: 757,992 shares; 2025Q3: 732,882 shares; 2025Q4: 696,588 shares; 2026Q1: 602,540 shares; 2026Q2: 595,799 shares 595,799 $17.3M 6.19% -6,741 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: 74,985 shares; 2024Q4: 75,276 shares; 2025Q1: 73,923 shares; 2025Q2: 73,816 shares; 2025Q3: 71,994 shares; 2025Q4: 68,229 shares; 2026Q1: 64,536 shares; 2026Q2: 68,169 shares 68,169 $14.9M 5.33% +3,633 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,579 shares; 2024Q4: 88,214 shares; 2025Q1: 88,877 shares; 2025Q2: 90,943 shares; 2025Q3: 103,775 shares; 2025Q4: 104,903 shares; 2026Q1: 104,785 shares; 2026Q2: 105,547 shares 105,547 $11M 3.93% +762 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,138 shares; 2024Q4: 195,746 shares; 2025Q1: 226,142 shares; 2025Q2: 264,169 shares; 2025Q3: not reported; 2025Q4: 316,590 shares; 2026Q1: 330,152 shares; 2026Q2: 325,410 shares 325,410 $7.88M 2.83% -4,742 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,051 shares; 2024Q4: 276,848 shares; 2025Q1: 278,943 shares; 2025Q2: 278,331 shares; 2025Q3: 270,952 shares; 2025Q4: 265,784 shares; 2026Q1: 255,571 shares; 2026Q2: 246,436 shares 246,436 $7.25M 2.6% -9,135 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,441 shares; 2024Q4: 96,878 shares; 2025Q1: 106,182 shares; 2025Q2: 147,994 shares; 2025Q3: not reported; 2025Q4: 242,827 shares; 2026Q1: 280,567 shares; 2026Q2: 278,182 shares 278,182 $6.74M 2.42% -2,385 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,467 shares; 2024Q4: 151,816 shares; 2025Q1: 152,918 shares; 2025Q2: 155,743 shares; 2025Q3: 169,060 shares; 2025Q4: 173,184 shares; 2026Q1: 181,066 shares; 2026Q2: 181,685 shares 181,685 $6.7M 2.4% +619 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: 96,920 shares; 2024Q4: 97,770 shares; 2025Q1: 96,536 shares; 2025Q2: 95,786 shares; 2025Q3: 94,168 shares; 2025Q4: 89,771 shares; 2026Q1: 87,831 shares; 2026Q2: 88,555 shares 88,555 $6.69M 2.4% +724 Timeline VHT 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: 22,281 shares; 2024Q4: 22,799 shares; 2025Q1: 22,513 shares; 2025Q2: 22,783 shares; 2025Q3: 22,887 shares; 2025Q4: 22,704 shares; 2026Q1: 21,211 shares; 2026Q2: 21,316 shares 21,316 $6.37M 2.29% +105 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,940 shares; 2024Q4: 76,025 shares; 2025Q1: 75,782 shares; 2025Q2: 76,288 shares; 2025Q3: 76,007 shares; 2025Q4: 74,916 shares; 2026Q1: 74,180 shares; 2026Q2: 73,824 shares 73,824 $6.31M 2.26% -356 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,434 shares; 2024Q4: 164,292 shares; 2025Q1: 161,850 shares; 2025Q2: 169,906 shares; 2025Q3: 174,258 shares; 2025Q4: 179,357 shares; 2026Q1: 184,679 shares; 2026Q2: 183,325 shares 183,325 $6.2M 2.22% -1,354 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: 2,487 shares; 2024Q4: 2,862 shares; 2025Q1: 2,934 shares; 2025Q2: 3,122 shares; 2025Q3: 4,675 shares; 2025Q4: 6,359 shares; 2026Q1: 7,702 shares; 2026Q2: 7,501 shares 7,501 $5.52M 1.98% -201 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,241 shares; 2024Q4: 102,315 shares; 2025Q1: 104,100 shares; 2025Q2: 103,574 shares; 2025Q3: 115,786 shares; 2025Q4: 118,110 shares; 2026Q1: 120,790 shares; 2026Q2: 123,071 shares 123,071 $5.22M 1.87% +2,281 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,214 shares; 2024Q4: 29,853 shares; 2025Q1: 31,328 shares; 2025Q2: 34,171 shares; 2025Q3: 55,411 shares; 2025Q4: 57,697 shares; 2026Q1: 64,847 shares; 2026Q2: 65,868 shares 65,868 $5.21M 1.87% +1,021 Timeline VDC 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: 27,237 shares; 2024Q4: 27,496 shares; 2025Q1: 26,994 shares; 2025Q2: 27,227 shares; 2025Q3: 26,923 shares; 2025Q4: 24,629 shares; 2026Q1: 22,949 shares; 2026Q2: 23,035 shares 23,035 $5.19M 1.86% +86 Timeline SCHI 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: 25,588 shares; 2024Q4: 93,801 shares; 2025Q1: 127,823 shares; 2025Q2: 141,040 shares; 2025Q3: 204,314 shares; 2025Q4: 208,132 shares; 2026Q1: 230,339 shares; 2026Q2: 224,990 shares 224,990 $5.09M 1.83% -5,349 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: 7,601 shares; 2024Q4: 7,522 shares; 2025Q1: 7,435 shares; 2025Q2: 7,450 shares; 2025Q3: 7,203 shares; 2025Q4: 7,005 shares; 2026Q1: 6,897 shares; 2026Q2: 6,725 shares 6,725 $5.02M 1.8% -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; 2024Q3: 28,971 shares; 2024Q4: 29,423 shares; 2025Q1: 29,747 shares; 2025Q2: 30,106 shares; 2025Q3: 31,598 shares; 2025Q4: 31,867 shares; 2026Q1: 32,088 shares; 2026Q2: 31,306 shares 31,306 $4.64M 1.66% -782 Timeline VCR 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: 8,120 shares; 2024Q4: 8,164 shares; 2025Q1: 8,269 shares; 2025Q2: 8,463 shares; 2025Q3: 8,662 shares; 2025Q4: 9,182 shares; 2026Q1: 10,015 shares; 2026Q2: 9,909 shares 9,909 $3.93M 1.41% -106 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,309 shares; 2024Q4: 16,865 shares; 2025Q1: 37,147 shares; 2025Q2: 49,921 shares; 2025Q3: 77,998 shares; 2025Q4: 109,881 shares; 2026Q1: 153,618 shares; 2026Q2: 153,604 shares 153,604 $3.88M 1.39% -14 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: 11,621 shares; 2024Q4: 11,464 shares; 2025Q1: 11,361 shares; 2025Q2: 11,444 shares; 2025Q3: 11,195 shares; 2025Q4: 10,266 shares; 2026Q1: 10,239 shares; 2026Q2: 10,185 shares 10,185 $3.77M 1.35% -54 Timeline VIS 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: 6,788 shares; 2024Q4: 6,872 shares; 2025Q1: 6,777 shares; 2025Q2: 6,880 shares; 2025Q3: 7,361 shares; 2025Q4: 8,047 shares; 2026Q1: 9,453 shares; 2026Q2: 9,577 shares 9,577 $3.45M 1.24% +124 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,221 shares; 2024Q4: 29,394 shares; 2025Q1: 29,736 shares; 2025Q2: 30,212 shares; 2025Q3: 32,690 shares; 2025Q4: 33,217 shares; 2026Q1: 33,517 shares; 2026Q2: 33,682 shares 33,682 $3.44M 1.23% +165 Timeline FQAL 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: 25,379 shares; 2024Q4: 25,963 shares; 2025Q1: 26,046 shares; 2025Q2: 25,992 shares; 2025Q3: 29,797 shares; 2025Q4: 32,439 shares; 2026Q1: 42,270 shares; 2026Q2: 41,701 shares 41,701 $3.39M 1.22% -569 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,476 shares; 2024Q4: 21,283 shares; 2025Q1: 21,255 shares; 2025Q2: 20,510 shares; 2025Q3: 19,127 shares; 2025Q4: 17,422 shares; 2026Q1: 14,340 shares; 2026Q2: 14,293 shares 14,293 $3.38M 1.21% -47 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: 2,921 shares; 2024Q4: 3,055 shares; 2025Q1: 3,312 shares; 2025Q2: 3,342 shares; 2025Q3: 3,619 shares; 2025Q4: 4,161 shares; 2026Q1: 4,227 shares; 2026Q2: 37,428 shares 37,428 $3.22M 1.16% +33,201 Timeline VPU 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: 12,713 shares; 2024Q4: 13,014 shares; 2025Q1: 13,338 shares; 2025Q2: 13,415 shares; 2025Q3: 13,835 shares; 2025Q4: 14,000 shares; 2026Q1: 15,272 shares; 2026Q2: 15,379 shares 15,379 $3.01M 1.08% +107 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,311 shares; 2024Q4: 112,347 shares; 2025Q1: 112,932 shares; 2025Q2: 113,315 shares; 2025Q3: 109,574 shares; 2025Q4: 108,705 shares; 2026Q1: 93,781 shares; 2026Q2: 93,747 shares 93,747 $2.97M 1.07% -34 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: 114,470 shares; 2024Q4: 114,028 shares; 2025Q1: 110,013 shares; 2025Q2: 112,105 shares; 2025Q3: 117,366 shares; 2025Q4: 118,220 shares; 2026Q1: 116,364 shares; 2026Q2: 115,648 shares 115,648 $2.96M 1.06% -716 Timeline IBDU 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: 29,640 shares; 2025Q1: 31,766 shares; 2025Q2: 36,265 shares; 2025Q3: 44,893 shares; 2025Q4: 49,993 shares; 2026Q1: 108,450 shares; 2026Q2: 111,466 shares 111,466 $2.58M 0.93% +3,016 Timeline SCHH 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: 98,113 shares; 2024Q4: 100,780 shares; 2025Q1: 102,233 shares; 2025Q2: 105,325 shares; 2025Q3: 106,526 shares; 2025Q4: 108,467 shares; 2026Q1: 108,467 shares; 2026Q2: 107,454 shares 107,454 $2.54M 0.91% -1,013 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,229 shares; 2025Q4: 5,425 shares; 2026Q1: 17,863 shares; 2026Q2: 18,233 shares 18,233 $2.4M 0.86% +370 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 6,187 shares; 2025Q1: 6,233 shares; 2025Q2: 6,320 shares; 2025Q3: 6,131 shares; 2025Q4: 12,255 shares; 2026Q1: 12,154 shares; 2026Q2: 11,551 shares 11,551 $2.2M 0.79% -603 Timeline VOX 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: 1,477 shares; 2024Q4: 1,523 shares; 2025Q1: 1,530 shares; 2025Q2: 1,607 shares; 2025Q3: 2,759 shares; 2025Q4: 4,739 shares; 2026Q1: 9,614 shares; 2026Q2: 9,942 shares 9,942 $1.83M 0.66% +328 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,388 shares; 2024Q4: 25,431 shares; 2025Q1: 25,358 shares; 2025Q2: 25,485 shares; 2025Q3: 24,285 shares; 2025Q4: 23,945 shares; 2026Q1: 23,389 shares; 2026Q2: 23,224 shares 23,224 $1.79M 0.64% -165 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001 shares; 2024Q4: 5,967 shares; 2025Q1: 5,907 shares; 2025Q2: 6,028 shares; 2025Q3: 5,967 shares; 2025Q4: 6,009 shares; 2026Q1: 5,763 shares; 2026Q2: 5,766 shares 5,766 $1.75M 0.63% +3 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: 2,121 shares; 2024Q4: 2,238 shares; 2025Q1: 2,148 shares; 2025Q2: 2,112 shares; 2025Q3: 2,366 shares; 2025Q4: 2,298 shares; 2026Q1: 2,680 shares; 2026Q2: 2,586 shares 2,586 $1.7M 0.61% -94 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,030 shares; 2024Q4: 11,365 shares; 2025Q1: 11,451 shares; 2025Q2: 11,338 shares; 2025Q3: 13,385 shares; 2025Q4: 13,885 shares; 2026Q1: 16,055 shares; 2026Q2: 15,162 shares 15,162 $1.66M 0.59% -893 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,752 shares; 2024Q4: 46,045 shares; 2025Q1: 45,547 shares; 2025Q2: 45,309 shares; 2025Q3: 45,203 shares; 2025Q4: 40,252 shares; 2026Q1: 34,982 shares; 2026Q2: 33,420 shares 33,420 $1.65M 0.59% -1,562 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,255 shares; 2024Q4: 14,255 shares; 2025Q1: 14,208 shares; 2025Q2: 14,663 shares; 2025Q3: 13,939 shares; 2025Q4: 14,035 shares; 2026Q1: 12,126 shares; 2026Q2: 58,990 shares 58,990 $1.62M 0.58% +46,864 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,962 shares; 2024Q4: 6,891 shares; 2025Q1: 6,518 shares; 2025Q2: 6,554 shares; 2025Q3: 6,646 shares; 2025Q4: 13,015 shares; 2026Q1: 13,294 shares; 2026Q2: 13,090 shares 13,090 $1.54M 0.55% -204 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: 12,816 shares; 2024Q4: 12,980 shares; 2025Q1: 13,282 shares; 2025Q2: 13,559 shares; 2025Q3: 15,251 shares; 2025Q4: 15,740 shares; 2026Q1: 19,897 shares; 2026Q2: 19,775 shares 19,775 $1.51M 0.54% -122 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,712 shares; 2024Q4: 14,288 shares; 2025Q1: 14,613 shares; 2025Q2: 15,316 shares; 2025Q3: 22,400 shares; 2025Q4: 22,644 shares; 2026Q1: 23,617 shares; 2026Q2: 24,261 shares 24,261 $1.45M 0.52% +644 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; 2024Q3: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 6,749 shares; 2025Q2: 6,921 shares; 2025Q3: 6,865 shares; 2025Q4: 7,185 shares; 2026Q1: 6,871 shares; 2026Q2: 6,686 shares 6,686 $1.42M 0.51% -185 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,217 shares; 2024Q4: 41,375 shares; 2025Q1: 40,960 shares; 2025Q2: 40,069 shares; 2025Q3: 39,693 shares; 2025Q4: 38,969 shares; 2026Q1: 39,010 shares; 2026Q2: 38,841 shares 38,841 $1.41M 0.51% -169 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,238 shares; 2024Q4: 8,148 shares; 2025Q1: 8,348 shares; 2025Q2: 10,011 shares; 2025Q3: 11,471 shares; 2025Q4: 15,750 shares; 2026Q1: 16,573 shares; 2026Q2: 16,089 shares 16,089 $1.34M 0.48% -484 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,177 shares; 2024Q4: 8,138 shares; 2025Q1: 7,001 shares; 2025Q2: 7,042 shares; 2025Q3: 7,009 shares; 2025Q4: 7,280 shares; 2026Q1: 6,944 shares; 2026Q2: 6,919 shares 6,919 $1.28M 0.46% -25 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,580 shares; 2024Q4: 50,305 shares; 2025Q1: 50,185 shares; 2025Q2: 50,068 shares; 2025Q3: 49,804 shares; 2025Q4: 49,208 shares; 2026Q1: 46,663 shares; 2026Q2: 46,244 shares 46,244 $1.28M 0.46% -419 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,683 shares; 2024Q4: 7,683 shares; 2025Q1: 7,895 shares; 2025Q2: 8,873 shares; 2025Q3: 11,866 shares; 2025Q4: 14,420 shares; 2026Q1: 15,420 shares; 2026Q2: 16,988 shares 16,988 $1.25M 0.45% +1,568 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: 4,979 shares; 2024Q4: 4,886 shares; 2025Q1: 4,893 shares; 2025Q2: 4,910 shares; 2025Q3: 4,704 shares; 2025Q4: 4,662 shares; 2026Q1: 4,259 shares; 2026Q2: 4,209 shares 4,209 $1.22M 0.44% -50 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,121 shares; 2024Q4: 13,213 shares; 2025Q1: 13,296 shares; 2025Q2: 13,315 shares; 2025Q3: 12,586 shares; 2025Q4: 12,567 shares; 2026Q1: 11,828 shares; 2026Q2: 11,696 shares 11,696 $1.13M 0.4% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,964 shares; 2025Q4: 35,921 shares; 2026Q1: 44,469 shares; 2026Q2: 44,463 shares 44,463 $1.1M 0.39% -6 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,509 shares; 2024Q4: 3,527 shares; 2025Q1: 3,537 shares; 2025Q2: 3,520 shares; 2025Q3: 3,508 shares; 2025Q4: 3,409 shares; 2026Q1: 3,425 shares; 2026Q2: 12,954 shares 12,954 $1.04M 0.37% +9,529 Timeline IBDV 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: 45,735 shares; 2026Q2: 47,438 shares 47,438 $1.03M 0.37% +1,703 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,202 shares; 2024Q4: 9,584 shares; 2025Q1: 10,273 shares; 2025Q2: 11,132 shares; 2025Q3: 12,431 shares; 2025Q4: 13,485 shares; 2026Q1: 15,212 shares; 2026Q2: 14,538 shares 14,538 $995K 0.36% -674 Timeline SCHO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,790 shares; 2025Q4: 28,273 shares; 2026Q1: 34,167 shares; 2026Q2: 40,351 shares 40,351 $974K 0.35% +6,184 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 reported; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: 2,265 shares; 2025Q3: 3,251 shares; 2025Q4: 5,000 shares; 2026Q1: 7,797 shares; 2026Q2: 7,747 shares 7,747 $964K 0.35% -50 Timeline IBHF 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: 21,661 shares; 2025Q1: 22,943 shares; 2025Q2: 25,850 shares; 2025Q3: 27,949 shares; 2025Q4: 28,425 shares; 2026Q1: 41,203 shares; 2026Q2: 42,174 shares 42,174 $955K 0.34% +971 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: 1,568 shares; 2024Q4: 1,563 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,630 shares; 2025Q4: 1,608 shares; 2026Q1: 1,232 shares; 2026Q2: 1,227 shares 1,227 $919K 0.33% -5 Timeline IBTG 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: 23,077 shares; 2025Q1: 23,247 shares; 2025Q2: 24,392 shares; 2025Q3: 26,090 shares; 2025Q4: 25,767 shares; 2026Q1: 39,171 shares; 2026Q2: 40,142 shares 40,142 $919K 0.33% +971 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,311 shares; 2024Q4: 16,110 shares; 2025Q1: 15,053 shares; 2025Q2: 14,978 shares; 2025Q3: 14,856 shares; 2025Q4: 14,812 shares; 2026Q1: 12,920 shares; 2026Q2: 12,706 shares 12,706 $867K 0.31% -214 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,270 shares; 2024Q4: 5,859 shares; 2025Q1: 5,627 shares; 2025Q2: 5,261 shares; 2025Q3: 4,990 shares; 2025Q4: 4,858 shares; 2026Q1: 3,810 shares; 2026Q2: 3,693 shares 3,693 $838K 0.3% -117 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,678 shares; 2024Q4: 2,681 shares; 2025Q1: 2,683 shares; 2025Q2: 2,599 shares; 2025Q3: 2,563 shares; 2025Q4: 2,555 shares; 2026Q1: 2,422 shares; 2026Q2: 2,346 shares 2,346 $795K 0.29% -76 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: 7,347 shares; 2024Q4: 5,282 shares; 2025Q1: 5,260 shares; 2025Q2: 5,256 shares; 2025Q3: 5,065 shares; 2025Q4: 4,952 shares; 2026Q1: 4,886 shares; 2026Q2: 4,730 shares 4,730 $777K 0.28% -156 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,203 shares; 2024Q4: 22,203 shares; 2025Q1: 21,637 shares; 2025Q2: 20,848 shares; 2025Q3: 20,695 shares; 2025Q4: 20,500 shares; 2026Q1: 19,608 shares; 2026Q2: 19,608 shares 19,608 $750K 0.27% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,258 shares; 2024Q4: 26,397 shares; 2025Q1: 25,825 shares; 2025Q2: 25,976 shares; 2025Q3: 25,770 shares; 2025Q4: 25,760 shares; 2026Q1: 20,776 shares; 2026Q2: 20,576 shares 20,576 $743K 0.27% -200 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; 2024Q3: 12,250 shares; 2024Q4: 12,278 shares; 2025Q1: 12,309 shares; 2025Q2: 11,477 shares; 2025Q3: 11,809 shares; 2025Q4: 12,298 shares; 2026Q1: 12,280 shares; 2026Q2: 12,010 shares 12,010 $717K 0.26% -270 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,974 shares; 2024Q4: 9,617 shares; 2025Q1: 6,071 shares; 2025Q2: 5,740 shares; 2025Q3: 6,898 shares; 2025Q4: 6,642 shares; 2026Q1: 7,296 shares; 2026Q2: 6,994 shares 6,994 $692K 0.25% -302 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: 7,232 shares; 2024Q4: 7,290 shares; 2025Q1: 7,252 shares; 2025Q2: 7,105 shares; 2025Q3: 3,709 shares; 2025Q4: 4,037 shares; 2026Q1: 7,963 shares; 2026Q2: 8,703 shares 8,703 $678K 0.24% +740 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 6,972 shares; 2025Q1: 6,991 shares; 2025Q2: 7,776 shares; 2025Q3: 7,972 shares; 2025Q4: 14,990 shares; 2026Q1: 14,599 shares; 2026Q2: 14,106 shares 14,106 $640K 0.23% -493 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: 1,940 shares; 2024Q4: 1,880 shares; 2025Q1: 1,879 shares; 2025Q2: 1,799 shares; 2025Q3: 1,744 shares; 2025Q4: 1,741 shares; 2026Q1: 1,736 shares; 2026Q2: 1,730 shares 1,730 $637K 0.23% -6 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: 14,486 shares; 2024Q4: 15,497 shares; 2025Q1: 15,439 shares; 2025Q2: 15,418 shares; 2025Q3: 6,717 shares; 2025Q4: 5,725 shares; 2026Q1: 6,555 shares; 2026Q2: 6,390 shares 6,390 $617K 0.22% -165 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,425 shares; 2024Q4: 12,425 shares; 2025Q1: 11,996 shares; 2025Q2: 11,996 shares; 2025Q3: 11,996 shares; 2025Q4: 11,996 shares; 2026Q1: 11,996 shares; 2026Q2: 11,996 shares 11,996 $594K 0.21% 0 Timeline IBTH 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: 10,217 shares; 2025Q4: 10,279 shares; 2026Q1: 24,663 shares; 2026Q2: 25,654 shares 25,654 $574K 0.21% +991 Timeline IBHG 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: 9,215 shares; 2025Q4: 10,990 shares; 2026Q1: 24,321 shares; 2026Q2: 25,325 shares 25,325 $559K 0.2% +1,004 Timeline VAW 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: 1,534 shares; 2024Q4: 1,540 shares; 2025Q1: 1,533 shares; 2025Q2: 1,618 shares; 2025Q3: 1,634 shares; 2025Q4: 1,582 shares; 2026Q1: 2,211 shares; 2026Q2: 2,432 shares 2,432 $556K 0.2% +221 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,515 shares; 2024Q4: 15,794 shares; 2025Q1: 15,781 shares; 2025Q2: 15,600 shares; 2025Q3: 14,855 shares; 2025Q4: 13,611 shares; 2026Q1: 13,757 shares; 2026Q2: 13,557 shares 13,557 $545K 0.2% -200 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,984 shares; 2025Q1: 1,966 shares; 2025Q2: 2,211 shares; 2025Q3: 2,015 shares; 2025Q4: 1,897 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $522K 0.19% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,218 shares; 2024Q4: 4,274 shares; 2025Q1: 4,279 shares; 2025Q2: 4,279 shares; 2025Q3: 4,146 shares; 2025Q4: 4,115 shares; 2026Q1: 4,110 shares; 2026Q2: 4,104 shares 4,104 $470K 0.17% -6 Timeline IBTI 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: 19,664 shares; 2026Q2: 20,662 shares 20,662 $457K 0.16% +998 Timeline XHB 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: 4,132 shares; 2024Q4: 3,963 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,919 shares; 2026Q1: 3,902 shares; 2026Q2: 3,861 shares 3,861 $446K 0.16% -41 Timeline IBHH 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: 17,499 shares; 2026Q2: 18,444 shares 18,444 $433K 0.16% +945 Timeline SPHY 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: 10,828 shares; 2024Q4: 10,881 shares; 2025Q1: 10,896 shares; 2025Q2: 15,350 shares; 2025Q3: 15,141 shares; 2025Q4: 15,928 shares; 2026Q1: 16,928 shares; 2026Q2: 18,428 shares 18,428 $432K 0.15% +1,500 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: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 1,978 shares; 2025Q3: 1,978 shares; 2025Q4: 1,699 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $425K 0.15% 0 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: 3,630 shares; 2024Q4: 3,624 shares; 2025Q1: 3,538 shares; 2025Q2: 3,538 shares; 2025Q3: 3,433 shares; 2025Q4: 3,433 shares; 2026Q1: 3,433 shares; 2026Q2: 3,433 shares 3,433 $408K 0.15% 0 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: 1,523 shares; 2024Q4: 1,523 shares; 2025Q1: 1,523 shares; 2025Q2: 1,523 shares; 2025Q3: 1,230 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $408K 0.15% 0 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: 8,939 shares; 2024Q4: 8,939 shares; 2025Q1: 8,661 shares; 2025Q2: 8,661 shares; 2025Q3: 8,661 shares; 2025Q4: 8,548 shares; 2026Q1: 7,947 shares; 2026Q2: 7,947 shares 7,947 $400K 0.14% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE 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: 4,446 shares; 2025Q4: 4,650 shares; 2026Q1: 5,016 shares; 2026Q2: 5,223 shares 5,223 $393K 0.14% +207 Timeline XNTK 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: 1,309 shares; 2024Q4: 1,259 shares; 2025Q1: 1,259 shares; 2025Q2: 1,259 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,064 shares; 2026Q2: 1,000 shares 1,000 $391K 0.14% -64 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,245 shares; 2026Q1: 8,399 shares; 2026Q2: 10,955 shares 10,955 $381K 0.14% +2,556 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,577 shares; 2025Q4: 5,265 shares; 2026Q1: 5,194 shares; 2026Q2: 6,648 shares 6,648 $355K 0.13% +1,454 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,191 shares; 2026Q2: 2,289 shares 2,289 $344K 0.12% +98 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 3,544 shares; 2025Q1: 3,522 shares; 2025Q2: 3,396 shares; 2025Q3: 3,404 shares; 2025Q4: 3,668 shares; 2026Q1: 3,456 shares; 2026Q2: 2,949 shares 2,949 $325K 0.12% -507 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,173 shares; 2024Q4: 8,173 shares; 2025Q1: 8,173 shares; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares; 2026Q1: 8,173 shares; 2026Q2: 8,173 shares 8,173 $289K 0.1% 0 Timeline IBTJ 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: 12,277 shares; 2026Q2: 13,295 shares 13,295 $288K 0.1% +1,018 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,474 shares; 2024Q4: 3,507 shares; 2025Q1: 3,511 shares; 2025Q2: 3,466 shares; 2025Q3: 3,228 shares; 2025Q4: 3,211 shares; 2026Q1: 2,754 shares; 2026Q2: 2,741 shares 2,741 $285K 0.1% -13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,579 shares; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,524 shares; 2026Q2: 2,634 shares 2,634 $284K 0.1% +110 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,559 shares; 2024Q4: 6,652 shares; 2025Q1: 6,656 shares; 2025Q2: 6,656 shares; 2025Q3: 6,556 shares; 2025Q4: 5,114 shares; 2026Q1: 4,544 shares; 2026Q2: 4,433 shares 4,433 $278K 0.1% -111 Timeline IBHI 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: 10,662 shares; 2026Q2: 11,610 shares 11,610 $272K 0.1% +948 Timeline SCHQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,433 shares; 2025Q4: 7,473 shares; 2026Q1: 8,106 shares; 2026Q2: 8,450 shares 8,450 $264K 0.09% +344 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,227 shares; 2024Q4: 6,237 shares; 2025Q1: 6,237 shares; 2025Q2: 6,096 shares; 2025Q3: 6,315 shares; 2025Q4: 6,589 shares; 2026Q1: 6,039 shares; 2026Q2: 5,982 shares 5,982 $263K 0.09% -57 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: 2,798 shares; 2025Q1: 3,210 shares; 2025Q2: 3,799 shares; 2025Q3: 3,639 shares; 2025Q4: 3,752 shares; 2026Q1: 4,086 shares; 2026Q2: 3,217 shares 3,217 $257K 0.09% -869 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares; 2026Q1: 1,559 shares; 2026Q2: 1,559 shares 1,559 $257K 0.09% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,757 shares; 2024Q4: 1,759 shares; 2025Q1: 1,764 shares; 2025Q2: 1,919 shares; 2025Q3: 2,028 shares; 2025Q4: 1,839 shares; 2026Q1: 1,840 shares; 2026Q2: 1,720 shares 1,720 $254K 0.09% -120 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 423 shares; 2025Q1: 428 shares; 2025Q2: 460 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 350 shares; 2026Q2: 344 shares 344 $242K 0.09% -6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares; 2026Q2: 930 shares 930 $236K 0.08% -1 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $223K 0.08% 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: 14,132 shares; 2024Q4: 14,134 shares; 2025Q1: 14,198 shares; 2025Q2: 14,188 shares; 2025Q3: 14,132 shares; 2025Q4: 543 shares; 2026Q1: not reported; 2026Q2: 589 shares 589 $220K 0.08% new Timeline