IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,373 shares; 2024Q4: 389,481 shares; 2025Q1: 390,148 shares; 2025Q2: 408,133 shares; 2025Q3: 392,985 shares; 2025Q4: 401,259 shares; 2026Q1: 410,554 shares; 2026Q2: 409,922 shares 409,922 $77.1M 9.81% -632 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,097 shares; 2025Q3: 9,241 shares; 2025Q4: 9,415 shares; 2026Q1: 1,226,135 shares; 2026Q2: 1,298,333 shares 1,298,333 $52.7M 6.7% +72,198 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 reported; 2024Q4: not reported; 2025Q1: 658,820 shares; 2025Q2: 663,631 shares; 2025Q3: 735,446 shares; 2025Q4: 811,527 shares; 2026Q1: 861,802 shares; 2026Q2: 909,176 shares 909,176 $47.6M 6.06% +47,374 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,756 shares; 2024Q4: 147,776 shares; 2025Q1: 164,959 shares; 2025Q2: 160,206 shares; 2025Q3: 226,073 shares; 2025Q4: 374,374 shares; 2026Q1: 1,603,758 shares; 2026Q2: 1,707,703 shares 1,707,703 $37.1M 4.72% +103,945 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 reported; 2024Q4: not reported; 2025Q1: 458,924 shares; 2025Q2: 488,773 shares; 2025Q3: 565,689 shares; 2025Q4: 591,085 shares; 2026Q1: 609,740 shares; 2026Q2: 532,715 shares 532,715 $36.2M 4.61% -77,025 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,390 shares; 2024Q4: 241,203 shares; 2025Q1: 280,961 shares; 2025Q2: 287,645 shares; 2025Q3: 298,779 shares; 2025Q4: 311,949 shares; 2026Q1: 312,125 shares; 2026Q2: 319,929 shares 319,929 $35.2M 4.48% +7,804 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 619,085 shares; 2026Q2: 630,760 shares 630,760 $31.1M 3.96% +11,675 Timeline QQQM 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: 8,911 shares; 2024Q4: 9,488 shares; 2025Q1: 11,859 shares; 2025Q2: 15,598 shares; 2025Q3: 15,949 shares; 2025Q4: 16,883 shares; 2026Q1: 91,046 shares; 2026Q2: 99,497 shares 99,497 $30.1M 3.84% +8,451 Timeline SMLF 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: 303,766 shares; 2026Q1: 304,934 shares; 2026Q2: 319,045 shares 319,045 $28.4M 3.62% +14,111 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: 29,688 shares; 2024Q4: 30,460 shares; 2025Q1: 31,670 shares; 2025Q2: 33,592 shares; 2025Q3: 33,645 shares; 2025Q4: 34,651 shares; 2026Q1: 35,847 shares; 2026Q2: 36,658 shares 36,658 $27.5M 3.49% +811 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: 844,149 shares; 2024Q4: 894,675 shares; 2025Q1: 612,026 shares; 2025Q2: 616,732 shares; 2025Q3: 632,534 shares; 2025Q4: 647,554 shares; 2026Q1: 266,466 shares; 2026Q2: 266,037 shares 266,037 $20.2M 2.57% -429 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: 40,194 shares; 2024Q4: 40,096 shares; 2025Q1: 40,191 shares; 2025Q2: 40,245 shares; 2025Q3: 41,345 shares; 2025Q4: 50,344 shares; 2026Q1: 53,870 shares; 2026Q2: 57,702 shares 57,702 $16.7M 2.12% +3,832 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: 185,471 shares; 2024Q4: 187,028 shares; 2025Q1: 189,788 shares; 2025Q2: 190,126 shares; 2025Q3: 191,615 shares; 2025Q4: 193,848 shares; 2026Q1: 191,867 shares; 2026Q2: 194,744 shares 194,744 $15M 1.91% +2,877 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: 18,829 shares; 2024Q4: 17,636 shares; 2025Q1: 17,462 shares; 2025Q2: 17,743 shares; 2025Q3: 17,909 shares; 2025Q4: 19,003 shares; 2026Q1: 18,208 shares; 2026Q2: 19,272 shares 19,272 $14.2M 1.81% +1,064 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: 159,051 shares; 2024Q4: 499,527 shares; 2025Q1: 530,443 shares; 2025Q2: 515,735 shares; 2025Q3: 530,124 shares; 2025Q4: 369,116 shares; 2026Q1: 378,312 shares; 2026Q2: 370,377 shares 370,377 $10.7M 1.36% -7,935 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,993 shares; 2024Q4: 91,970 shares; 2025Q1: 92,300 shares; 2025Q2: 95,732 shares; 2025Q3: 97,063 shares; 2025Q4: 98,072 shares; 2026Q1: 99,343 shares; 2026Q2: 100,263 shares 100,263 $9.57M 1.22% +920 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: 52,223 shares; 2024Q4: 52,051 shares; 2025Q1: 215,704 shares; 2025Q2: 245,107 shares; 2025Q3: 245,870 shares; 2025Q4: 61,232 shares; 2026Q1: 60,947 shares; 2026Q2: 62,525 shares 62,525 $9.27M 1.18% +1,578 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: 18,523 shares; 2024Q4: 18,384 shares; 2025Q1: 18,486 shares; 2025Q2: 18,315 shares; 2025Q3: 18,310 shares; 2025Q4: 18,403 shares; 2026Q1: 19,222 shares; 2026Q2: 23,220 shares 23,220 $8.66M 1.1% +3,998 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,715 shares; 2026Q1: 4,842 shares; 2026Q2: 98,765 shares 98,765 $7.81M 0.99% +93,923 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: 9,450 shares; 2024Q4: 9,444 shares; 2025Q1: 9,446 shares; 2025Q2: 9,359 shares; 2025Q3: 9,164 shares; 2025Q4: 9,172 shares; 2026Q1: 9,430 shares; 2026Q2: 10,009 shares 10,009 $7.47M 0.95% +579 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: 22,943 shares; 2024Q4: 22,745 shares; 2025Q1: 23,304 shares; 2025Q2: 23,775 shares; 2025Q3: 24,450 shares; 2025Q4: 26,770 shares; 2026Q1: 27,791 shares; 2026Q2: 31,081 shares 31,081 $7.35M 0.94% +3,290 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: 15,232 shares; 2024Q4: 14,865 shares; 2025Q1: 14,869 shares; 2025Q2: 12,554 shares; 2025Q3: 12,608 shares; 2025Q4: 15,081 shares; 2026Q1: 16,528 shares; 2026Q2: 19,021 shares 19,021 $6.8M 0.86% +2,493 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,841 shares; 2024Q4: 8,202 shares; 2025Q1: 16,778 shares; 2025Q2: 21,952 shares; 2025Q3: 30,936 shares; 2025Q4: 35,764 shares; 2026Q1: 38,786 shares; 2026Q2: 57,519 shares 57,519 $6.73M 0.86% +18,733 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: 27,144 shares; 2024Q4: 94,277 shares; 2025Q1: 99,008 shares; 2025Q2: 108,419 shares; 2025Q3: 113,525 shares; 2025Q4: 194,374 shares; 2026Q1: 201,972 shares; 2026Q2: 221,464 shares 221,464 $6.13M 0.78% +19,492 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: 18,205 shares; 2024Q4: 18,525 shares; 2025Q1: 20,289 shares; 2025Q2: 18,480 shares; 2025Q3: 18,320 shares; 2025Q4: 21,720 shares; 2026Q1: 26,532 shares; 2026Q2: 30,492 shares 30,492 $6.1M 0.78% +3,960 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: 8,302 shares; 2024Q4: 8,249 shares; 2025Q1: 8,488 shares; 2025Q2: 9,002 shares; 2025Q3: 8,825 shares; 2025Q4: 8,924 shares; 2026Q1: 9,189 shares; 2026Q2: 68,444 shares 68,444 $5.9M 0.75% +59,255 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: 20,500 shares; 2024Q4: 19,717 shares; 2025Q1: 20,092 shares; 2025Q2: 19,849 shares; 2025Q3: 19,849 shares; 2025Q4: 19,713 shares; 2026Q1: 21,788 shares; 2026Q2: 24,219 shares 24,219 $5.77M 0.73% +2,431 Timeline FENI 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: 13,054 shares; 2024Q4: 19,222 shares; 2025Q1: 25,672 shares; 2025Q2: 59,747 shares; 2025Q3: 61,206 shares; 2025Q4: 71,652 shares; 2026Q1: 87,170 shares; 2026Q2: 125,355 shares 125,355 $5.03M 0.64% +38,185 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,140 shares; 2024Q4: 134,917 shares; 2025Q1: 122,731 shares; 2025Q2: 133,676 shares; 2025Q3: 108,762 shares; 2025Q4: 111,743 shares; 2026Q1: 109,810 shares; 2026Q2: 109,301 shares 109,301 $4.97M 0.63% -509 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: 2,231 shares; 2024Q4: 2,218 shares; 2025Q1: 2,221 shares; 2025Q2: 2,609 shares; 2025Q3: 5,844 shares; 2025Q4: 6,137 shares; 2026Q1: 6,654 shares; 2026Q2: 7,132 shares 7,132 $4.9M 0.62% +478 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,714 shares; 2024Q4: 242,137 shares; 2025Q1: 231,032 shares; 2025Q2: 249,908 shares; 2025Q3: 236,096 shares; 2025Q4: 234,437 shares; 2026Q1: 47,552 shares; 2026Q2: 47,044 shares 47,044 $4.86M 0.62% -508 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,683 shares; 2024Q4: 45,255 shares; 2025Q1: 41,858 shares; 2025Q2: 40,838 shares; 2025Q3: 40,640 shares; 2025Q4: 40,143 shares; 2026Q1: 41,085 shares; 2026Q2: 40,983 shares 40,983 $4.8M 0.61% -102 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: 19,263 shares; 2024Q4: 83,239 shares; 2025Q1: 86,825 shares; 2025Q2: 76,113 shares; 2025Q3: 76,626 shares; 2025Q4: 133,405 shares; 2026Q1: 138,994 shares; 2026Q2: 131,239 shares 131,239 $4.44M 0.57% -7,755 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: 42,792 shares; 2024Q4: 41,675 shares; 2025Q1: 39,099 shares; 2025Q2: 37,760 shares; 2025Q3: 38,189 shares; 2025Q4: 38,769 shares; 2026Q1: 38,952 shares; 2026Q2: 41,107 shares 41,107 $3.97M 0.51% +2,155 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: 37,478 shares; 2024Q4: 38,444 shares; 2025Q1: 35,098 shares; 2025Q2: 34,267 shares; 2025Q3: 34,392 shares; 2025Q4: 34,728 shares; 2026Q1: 35,064 shares; 2026Q2: 35,051 shares 35,051 $3.55M 0.45% -13 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,482 shares; 2025Q1: 6,499 shares; 2025Q2: 6,520 shares; 2025Q3: 6,533 shares; 2025Q4: 6,697 shares; 2026Q1: 6,945 shares; 2026Q2: 8,172 shares 8,172 $3.54M 0.45% +1,227 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: 5,574 shares; 2024Q4: 7,765 shares; 2025Q1: 7,652 shares; 2025Q2: 7,835 shares; 2025Q3: 9,185 shares; 2025Q4: 7,764 shares; 2026Q1: 8,544 shares; 2026Q2: 9,253 shares 9,253 $3.42M 0.44% +709 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,254 shares; 2024Q4: 15,340 shares; 2025Q1: 24,358 shares; 2025Q2: 28,186 shares; 2025Q3: 38,490 shares; 2025Q4: 35,592 shares; 2026Q1: 59,038 shares; 2026Q2: 67,190 shares 67,190 $3.4M 0.43% +8,152 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: 27,568 shares; 2024Q4: 27,430 shares; 2025Q1: 27,553 shares; 2025Q2: 23,603 shares; 2025Q3: 22,235 shares; 2025Q4: 16,366 shares; 2026Q1: 16,116 shares; 2026Q2: 15,243 shares 15,243 $3.24M 0.41% -873 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: 3,617 shares; 2024Q4: 4,317 shares; 2025Q1: 4,404 shares; 2025Q2: 4,548 shares; 2025Q3: 3,765 shares; 2025Q4: 6,046 shares; 2026Q1: 6,370 shares; 2026Q2: 6,331 shares 6,331 $3.17M 0.4% -39 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: 4,736 shares; 2024Q4: 5,197 shares; 2025Q1: 5,353 shares; 2025Q2: 5,377 shares; 2025Q3: 5,344 shares; 2025Q4: 6,115 shares; 2026Q1: 7,187 shares; 2026Q2: 7,570 shares 7,570 $2.79M 0.35% +383 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 7,644 shares; 2026Q1: 11,320 shares; 2026Q2: 12,172 shares 12,172 $2.74M 0.35% +852 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: 2,854 shares; 2024Q4: 2,651 shares; 2025Q1: 2,735 shares; 2025Q2: 2,756 shares; 2025Q3: 2,858 shares; 2025Q4: 3,320 shares; 2026Q1: 3,933 shares; 2026Q2: 6,961 shares 6,961 $2.63M 0.33% +3,028 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,809 shares; 2024Q4: 30,497 shares; 2025Q1: 29,230 shares; 2025Q2: 29,524 shares; 2025Q3: 29,528 shares; 2025Q4: 28,985 shares; 2026Q1: 31,731 shares; 2026Q2: 31,812 shares 31,812 $2.59M 0.33% +81 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: 11,738 shares; 2024Q4: 35,517 shares; 2025Q1: 35,689 shares; 2025Q2: 26,392 shares; 2025Q3: 19,332 shares; 2025Q4: 39,628 shares; 2026Q1: 57,649 shares; 2026Q2: 76,620 shares 76,620 $2.43M 0.31% +18,971 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,590 shares; 2026Q1: 1,960 shares; 2026Q2: 2,086 shares 2,086 $2.41M 0.31% +126 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: 1,810 shares; 2024Q4: 1,811 shares; 2025Q1: 2,153 shares; 2025Q2: 2,142 shares; 2025Q3: 2,144 shares; 2025Q4: 2,168 shares; 2026Q1: 2,280 shares; 2026Q2: 3,312 shares 3,312 $2.39M 0.3% +1,032 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: 2,140 shares; 2024Q4: 1,997 shares; 2025Q1: 1,885 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,913 shares; 2026Q1: 2,050 shares; 2026Q2: 19,613 shares 19,613 $2.34M 0.3% +17,563 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: 5,129 shares; 2024Q4: 4,400 shares; 2025Q1: 4,093 shares; 2025Q2: 4,078 shares; 2025Q3: 4,127 shares; 2025Q4: 4,323 shares; 2026Q1: 4,604 shares; 2026Q2: 5,360 shares 5,360 $2.25M 0.29% +756 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: 1,232 shares; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 1,240 shares; 2025Q3: 1,245 shares; 2025Q4: 2,109 shares; 2026Q1: 2,226 shares; 2026Q2: 2,374 shares 2,374 $2.22M 0.28% +148 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: 7,245 shares; 2024Q4: 7,295 shares; 2025Q1: 7,761 shares; 2025Q2: 7,765 shares; 2025Q3: 6,416 shares; 2025Q4: 15,800 shares; 2026Q1: 15,685 shares; 2026Q2: 15,518 shares 15,518 $2.13M 0.27% -167 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: 24,871 shares; 2024Q4: 22,650 shares; 2025Q1: 21,936 shares; 2025Q2: 17,376 shares; 2025Q3: 19,223 shares; 2025Q4: 18,710 shares; 2026Q1: 19,231 shares; 2026Q2: 19,681 shares 19,681 $2.12M 0.27% +450 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,478 shares; 2024Q4: 7,564 shares; 2025Q1: 7,459 shares; 2025Q2: 5,272 shares; 2025Q3: 5,175 shares; 2025Q4: 4,725 shares; 2026Q1: 5,149 shares; 2026Q2: 5,929 shares 5,929 $1.94M 0.25% +780 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: 1,903 shares; 2024Q4: 2,015 shares; 2025Q1: 2,111 shares; 2025Q2: 3,682 shares; 2025Q3: 3,682 shares; 2025Q4: 4,442 shares; 2026Q1: 4,618 shares; 2026Q2: 5,198 shares 5,198 $1.84M 0.23% +580 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: 18,001 shares; 2024Q4: 16,839 shares; 2025Q1: 15,930 shares; 2025Q2: 15,887 shares; 2025Q3: 16,152 shares; 2025Q4: 17,427 shares; 2026Q1: 18,175 shares; 2026Q2: 21,637 shares 21,637 $1.79M 0.23% +3,462 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: 2,116 shares; 2024Q4: 2,137 shares; 2025Q1: 2,140 shares; 2025Q2: 2,165 shares; 2025Q3: 2,169 shares; 2025Q4: 2,206 shares; 2026Q1: 2,668 shares; 2026Q2: 2,669 shares 2,669 $1.71M 0.22% +1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315 shares; 2024Q4: 1,359 shares; 2025Q1: 1,373 shares; 2025Q2: 1,574 shares; 2025Q3: 1,594 shares; 2025Q4: 1,951 shares; 2026Q1: 2,268 shares; 2026Q2: 3,031 shares 3,031 $1.71M 0.22% +763 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: 888 shares; 2024Q4: 888 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 916 shares; 2026Q1: 1,286 shares; 2026Q2: 1,558 shares 1,558 $1.66M 0.21% +272 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: 7,966 shares; 2024Q4: 7,903 shares; 2025Q1: 8,096 shares; 2025Q2: 9,405 shares; 2025Q3: 10,516 shares; 2025Q4: 9,746 shares; 2026Q1: 9,768 shares; 2026Q2: 10,028 shares 10,028 $1.65M 0.21% +260 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: 4,117 shares; 2024Q4: 4,153 shares; 2025Q1: 4,109 shares; 2025Q2: 4,407 shares; 2025Q3: 4,087 shares; 2025Q4: 4,109 shares; 2026Q1: 4,328 shares; 2026Q2: 4,317 shares 4,317 $1.58M 0.2% -11 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: 24,224 shares; 2024Q4: 24,423 shares; 2025Q1: 24,443 shares; 2025Q2: 24,157 shares; 2025Q3: 23,224 shares; 2025Q4: 21,701 shares; 2026Q1: 22,900 shares; 2026Q2: 25,962 shares 25,962 $1.48M 0.19% +3,062 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: 3,579 shares; 2024Q4: 3,555 shares; 2025Q1: 3,599 shares; 2025Q2: 3,621 shares; 2025Q3: 3,623 shares; 2025Q4: 3,805 shares; 2026Q1: 3,772 shares; 2026Q2: 4,233 shares 4,233 $1.45M 0.18% +461 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: 4,008 shares; 2024Q4: 4,157 shares; 2025Q1: 4,129 shares; 2025Q2: 4,170 shares; 2025Q3: 4,171 shares; 2025Q4: 5,064 shares; 2026Q1: 5,512 shares; 2026Q2: 10,192 shares 10,192 $1.39M 0.18% +4,680 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 5,361 shares 5,361 $1.34M 0.17% new Timeline FDVV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,663 shares; 2026Q2: 22,024 shares 22,024 $1.33M 0.17% +18,361 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,274 shares; 2024Q4: 7,651 shares; 2025Q1: 7,864 shares; 2025Q2: 7,730 shares; 2025Q3: 7,019 shares; 2025Q4: 7,401 shares; 2026Q1: 8,885 shares; 2026Q2: 8,355 shares 8,355 $1.32M 0.17% -530 Timeline VCIT 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,752 shares 15,752 $1.3M 0.17% 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: 894 shares; 2024Q4: 890 shares; 2025Q1: 867 shares; 2025Q2: 781 shares; 2025Q3: 790 shares; 2025Q4: 771 shares; 2026Q1: 848 shares; 2026Q2: 1,074 shares 1,074 $1.29M 0.16% +226 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,109 shares; 2024Q4: 3,305 shares; 2025Q1: 3,329 shares; 2025Q2: 3,370 shares; 2025Q3: 3,396 shares; 2025Q4: 7,107 shares; 2026Q1: 7,929 shares; 2026Q2: 12,933 shares 12,933 $1.27M 0.16% +5,004 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,323 shares; 2025Q4: 2,449 shares; 2026Q1: 1,625 shares; 2026Q2: 2,146 shares 2,146 $1.25M 0.16% +521 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 31,525 shares 31,525 $1.24M 0.16% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,905 shares 32,905 $1.23M 0.16% new 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: 1,944 shares; 2024Q4: 1,950 shares; 2025Q1: 1,952 shares; 2025Q2: 1,939 shares; 2025Q3: 1,913 shares; 2025Q4: 2,832 shares; 2026Q1: 3,590 shares; 2026Q2: 3,942 shares 3,942 $1.19M 0.15% +352 Timeline FNDF 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: not reported; 2026Q1: not reported; 2026Q2: 22,597 shares 22,597 $1.19M 0.15% new 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: 2,497 shares; 2024Q4: 2,499 shares; 2025Q1: 2,500 shares; 2025Q2: 2,404 shares; 2025Q3: 2,405 shares; 2025Q4: 3,192 shares; 2026Q1: 4,011 shares; 2026Q2: 4,654 shares 4,654 $1.18M 0.15% +643 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: 1,455 shares; 2024Q4: 1,455 shares; 2025Q1: 1,591 shares; 2025Q2: 2,953 shares; 2025Q3: 2,843 shares; 2025Q4: 2,843 shares; 2026Q1: 2,959 shares; 2026Q2: 4,096 shares 4,096 $1.17M 0.15% +1,137 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,706 shares; 2024Q4: 33,526 shares; 2025Q1: 29,829 shares; 2025Q2: 38,776 shares; 2025Q3: 40,902 shares; 2025Q4: 39,664 shares; 2026Q1: 41,778 shares; 2026Q2: 41,831 shares 41,831 $1.15M 0.15% +53 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,696 shares; 2025Q1: 1,686 shares; 2025Q2: 2,089 shares; 2025Q3: 1,688 shares; 2025Q4: 1,779 shares; 2026Q1: 1,772 shares; 2026Q2: 1,779 shares 1,779 $1.13M 0.14% +7 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: 4,173 shares; 2024Q4: 9,440 shares; 2025Q1: 11,867 shares; 2025Q2: 12,380 shares; 2025Q3: 12,857 shares; 2025Q4: 12,252 shares; 2026Q1: 15,704 shares; 2026Q2: 19,971 shares 19,971 $1.13M 0.14% +4,267 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,802 shares 5,802 $1.11M 0.14% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares; 2025Q3: 4,974 shares; 2025Q4: 9,982 shares; 2026Q1: 14,723 shares; 2026Q2: 20,763 shares 20,763 $1.1M 0.14% +6,040 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 21,892 shares 21,892 $1.09M 0.14% new 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: 15,846 shares; 2024Q4: 54,177 shares; 2025Q1: 51,110 shares; 2025Q2: 63,508 shares; 2025Q3: 60,434 shares; 2025Q4: 95,639 shares; 2026Q1: 27,154 shares; 2026Q2: 29,269 shares 29,269 $1.08M 0.14% +2,115 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,206 shares; 2024Q4: 9,206 shares; 2025Q1: 8,609 shares; 2025Q2: 9,317 shares; 2025Q3: 9,614 shares; 2025Q4: 9,496 shares; 2026Q1: 10,695 shares; 2026Q2: 10,895 shares 10,895 $1.07M 0.14% +200 Timeline FNDE 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: not reported; 2026Q1: not reported; 2026Q2: 26,860 shares 26,860 $1.07M 0.14% new Timeline FDMO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,787 shares 10,787 $1.06M 0.14% new 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: 328 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 337 shares; 2026Q1: 338 shares; 2026Q2: 3,500 shares 3,500 $1.06M 0.13% +3,162 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,969 shares; 2025Q3: 2,952 shares; 2025Q4: 2,954 shares; 2026Q1: 2,955 shares; 2026Q2: 3,062 shares 3,062 $1.05M 0.13% +107 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,018 shares; 2026Q2: 8,024 shares 8,024 $1.03M 0.13% +6,006 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,433 shares; 2024Q4: 13,400 shares; 2025Q1: 13,550 shares; 2025Q2: 13,402 shares; 2025Q3: 18,947 shares; 2025Q4: 19,769 shares; 2026Q1: 13,567 shares; 2026Q2: 13,438 shares 13,438 $1.03M 0.13% -129 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,246 shares; 2025Q2: 5,246 shares; 2025Q3: 5,246 shares; 2025Q4: 5,273 shares; 2026Q1: 5,229 shares; 2026Q2: 5,291 shares 5,291 $1.01M 0.13% +62 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,057 shares 12,057 $988K 0.13% new Timeline VBR 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: 3,526 shares; 2024Q4: 3,450 shares; 2025Q1: 3,396 shares; 2025Q2: 3,394 shares; 2025Q3: 3,408 shares; 2025Q4: 4,024 shares; 2026Q1: 4,306 shares; 2026Q2: 4,051 shares 4,051 $984K 0.13% -255 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: 5,473 shares; 2024Q4: 5,567 shares; 2025Q1: 5,607 shares; 2025Q2: 5,651 shares; 2025Q3: 6,002 shares; 2025Q4: 6,269 shares; 2026Q1: 6,324 shares; 2026Q2: 6,489 shares 6,489 $974K 0.12% +165 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: 6,896 shares; 2024Q4: 5,646 shares; 2025Q1: 5,650 shares; 2025Q2: 5,655 shares; 2025Q3: 5,559 shares; 2025Q4: 5,412 shares; 2026Q1: 6,346 shares; 2026Q2: 8,060 shares 8,060 $947K 0.12% +1,714 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,311 shares; 2024Q4: 35,491 shares; 2025Q1: 41,501 shares; 2025Q2: 32,038 shares; 2025Q3: 33,538 shares; 2025Q4: 26,037 shares; 2026Q1: 27,537 shares; 2026Q2: 27,462 shares 27,462 $941K 0.12% -75 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: 4,159 shares; 2024Q4: 4,718 shares; 2025Q1: 5,521 shares; 2025Q2: 8,836 shares; 2025Q3: 11,317 shares; 2025Q4: 12,008 shares; 2026Q1: 12,636 shares; 2026Q2: 13,899 shares 13,899 $939K 0.12% +1,263 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: 1,025 shares; 2024Q4: not reported; 2025Q1: 1,095 shares; 2025Q2: not reported; 2025Q3: 1,021 shares; 2025Q4: 1,817 shares; 2026Q1: 2,559 shares; 2026Q2: 3,685 shares 3,685 $927K 0.12% +1,126 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: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,211 shares; 2025Q2: 2,582 shares; 2025Q3: 2,570 shares; 2025Q4: 2,830 shares; 2026Q1: 2,903 shares; 2026Q2: 4,190 shares 4,190 $913K 0.12% +1,287 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: 9,819 shares; 2024Q4: 8,871 shares; 2025Q1: 8,796 shares; 2025Q2: 8,673 shares; 2025Q3: 9,858 shares; 2025Q4: 9,180 shares; 2026Q1: 10,475 shares; 2026Q2: 9,151 shares 9,151 $906K 0.12% -1,324 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,402 shares; 2024Q4: 8,402 shares; 2025Q1: 7,894 shares; 2025Q2: 8,616 shares; 2025Q3: 8,983 shares; 2025Q4: 8,889 shares; 2026Q1: 9,754 shares; 2026Q2: 9,906 shares 9,906 $905K 0.12% +152 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 829 shares; 2025Q1: 996 shares; 2025Q2: 817 shares; 2025Q3: 787 shares; 2025Q4: 1,099 shares; 2026Q1: 1,100 shares; 2026Q2: 1,168 shares 1,168 $891K 0.11% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,575 shares; 2026Q2: 12,362 shares 12,362 $881K 0.11% +8,787 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,459 shares 15,459 $835K 0.11% new 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: 3,111 shares; 2024Q4: 3,128 shares; 2025Q1: 3,650 shares; 2025Q2: 3,702 shares; 2025Q3: 3,703 shares; 2025Q4: 3,377 shares; 2026Q1: 3,569 shares; 2026Q2: 5,579 shares 5,579 $818K 0.1% +2,010 Timeline XYLD 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: 28,557 shares; 2024Q4: 31,244 shares; 2025Q1: 33,777 shares; 2025Q2: 34,633 shares; 2025Q3: 35,558 shares; 2025Q4: 17,662 shares; 2026Q1: 20,979 shares; 2026Q2: 19,945 shares 19,945 $814K 0.1% -1,034 Timeline XLC 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: 6,597 shares; 2024Q4: 6,625 shares; 2025Q1: 6,644 shares; 2025Q2: 6,696 shares; 2025Q3: 6,726 shares; 2025Q4: 6,833 shares; 2026Q1: 7,011 shares; 2026Q2: 7,501 shares 7,501 $804K 0.1% +490 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,122 shares; 2025Q3: 2,186 shares; 2025Q4: 2,609 shares; 2026Q1: 2,609 shares; 2026Q2: 2,654 shares 2,654 $797K 0.1% +45 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 489 shares; 2026Q1: 517 shares; 2026Q2: 667 shares 667 $783K 0.1% +150 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,728 shares; 2026Q1: 4,968 shares; 2026Q2: 6,912 shares 6,912 $783K 0.1% +1,944 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,539 shares; 2024Q4: 35,017 shares; 2025Q1: 35,383 shares; 2025Q2: 35,602 shares; 2025Q3: 32,789 shares; 2025Q4: 33,072 shares; 2026Q1: 34,745 shares; 2026Q2: 34,770 shares 34,770 $775K 0.1% +25 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: 2,069 shares; 2024Q4: 2,070 shares; 2025Q1: 2,106 shares; 2025Q2: 2,107 shares; 2025Q3: 2,114 shares; 2025Q4: 3,473 shares; 2026Q1: 4,527 shares; 2026Q2: 5,261 shares 5,261 $772K 0.1% +734 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: 1,276 shares; 2024Q4: 1,140 shares; 2025Q1: 1,156 shares; 2025Q2: 971 shares; 2025Q3: 980 shares; 2025Q4: 1,425 shares; 2026Q1: 1,617 shares; 2026Q2: 2,178 shares 2,178 $768K 0.1% +561 Timeline XMHQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: 4,982 shares; 2026Q2: 6,687 shares 6,687 $755K 0.1% +1,705 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 4,370 shares 4,370 $747K 0.1% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,229 shares; 2025Q3: 11,638 shares; 2025Q4: 11,638 shares; 2026Q1: 12,967 shares; 2026Q2: 13,461 shares 13,461 $720K 0.09% +494 Timeline XSMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,792 shares; 2026Q2: 7,671 shares 7,671 $718K 0.09% +2,879 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 9,099 shares; 2026Q1: 9,994 shares; 2026Q2: 9,855 shares 9,855 $704K 0.09% -139 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,943 shares; 2024Q4: 15,803 shares; 2025Q1: 16,457 shares; 2025Q2: 13,573 shares; 2025Q3: 14,106 shares; 2025Q4: 13,391 shares; 2026Q1: 13,418 shares; 2026Q2: 13,357 shares 13,357 $703K 0.09% -61 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,038 shares; 2025Q3: 10,248 shares; 2025Q4: 15,674 shares; 2026Q1: 18,588 shares; 2026Q2: 20,935 shares 20,935 $689K 0.09% +2,347 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO 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: 14,020 shares; 2026Q2: 14,331 shares 14,331 $688K 0.09% +311 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,307 shares; 2026Q2: 7,782 shares 7,782 $684K 0.09% +2,475 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 820 shares; 2026Q1: 879 shares; 2026Q2: 956 shares 956 $682K 0.09% +77 Timeline GRID 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: 1,493 shares; 2026Q1: 3,548 shares; 2026Q2: 3,532 shares 3,532 $677K 0.09% -16 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: 1,032 shares 1,032 $677K 0.09% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,622 shares 6,622 $668K 0.08% new Timeline VEU 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: 8,990 shares; 2024Q4: 8,990 shares; 2025Q1: 8,898 shares; 2025Q2: 7,591 shares; 2025Q3: 7,594 shares; 2025Q4: 7,605 shares; 2026Q1: 7,606 shares; 2026Q2: 7,832 shares 7,832 $656K 0.08% +226 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,955 shares; 2024Q4: 29,572 shares; 2025Q1: 21,637 shares; 2025Q2: 13,525 shares; 2025Q3: 13,477 shares; 2025Q4: 11,931 shares; 2026Q1: 10,894 shares; 2026Q2: 12,919 shares 12,919 $644K 0.08% +2,025 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: 2,564 shares; 2024Q4: 2,565 shares; 2025Q1: 2,546 shares; 2025Q2: 2,548 shares; 2025Q3: 2,556 shares; 2025Q4: 2,785 shares; 2026Q1: 3,328 shares; 2026Q2: 3,880 shares 3,880 $643K 0.08% +552 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 58,130 shares; 2026Q2: 57,782 shares 57,782 $630K 0.08% -348 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 reported; 2024Q4: not reported; 2025Q1: 1,098 shares; 2025Q2: 1,072 shares; 2025Q3: 1,087 shares; 2025Q4: 2,838 shares; 2026Q1: 2,829 shares; 2026Q2: 2,766 shares 2,766 $628K 0.08% -63 Timeline HYLB DBX ETF TR More: the full row for DBX 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,058 shares 17,058 $623K 0.08% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 7,263 shares; 2025Q1: 7,241 shares; 2025Q2: 7,541 shares; 2025Q3: 7,541 shares; 2025Q4: 7,541 shares; 2026Q1: 7,386 shares; 2026Q2: 14,550 shares 14,550 $614K 0.08% +7,164 Timeline FESM 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 reported; 2024Q4: 11,473 shares; 2025Q1: 12,285 shares; 2025Q2: 15,090 shares; 2025Q3: 13,011 shares; 2025Q4: 13,509 shares; 2026Q1: 13,445 shares; 2026Q2: 12,609 shares 12,609 $609K 0.08% -836 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,817 shares; 2024Q4: 7,845 shares; 2025Q1: 7,137 shares; 2025Q2: 7,368 shares; 2025Q3: 8,014 shares; 2025Q4: 8,023 shares; 2026Q1: 8,996 shares; 2026Q2: 9,195 shares 9,195 $603K 0.08% +199 Timeline SGOV 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: 2,183 shares; 2025Q2: 2,993 shares; 2025Q3: 3,096 shares; 2025Q4: 3,397 shares; 2026Q1: 3,774 shares; 2026Q2: 5,929 shares 5,929 $597K 0.08% +2,155 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 10,036 shares; 2026Q1: 10,114 shares; 2026Q2: 9,535 shares 9,535 $593K 0.08% -579 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,695 shares 9,695 $584K 0.07% new 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: 3,305 shares; 2024Q4: 9,857 shares; 2025Q1: 9,816 shares; 2025Q2: 9,822 shares; 2025Q3: 9,827 shares; 2025Q4: 9,083 shares; 2026Q1: 18,984 shares; 2026Q2: 19,619 shares 19,619 $577K 0.07% +635 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: 1,264 shares; 2024Q4: 1,286 shares; 2025Q1: 1,285 shares; 2025Q2: 1,397 shares; 2025Q3: 1,376 shares; 2025Q4: 1,465 shares; 2026Q1: 1,410 shares; 2026Q2: 7,151 shares 7,151 $576K 0.07% +5,741 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,733 shares; 2026Q2: 9,646 shares 9,646 $569K 0.07% +5,913 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,938 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,927 shares; 2026Q1: 6,763 shares; 2026Q2: 6,279 shares 6,279 $569K 0.07% -484 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,044 shares 11,044 $563K 0.07% new Timeline FELC 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 reported; 2024Q4: 11,390 shares; 2025Q1: 11,501 shares; 2025Q2: 11,715 shares; 2025Q3: 10,113 shares; 2025Q4: 11,322 shares; 2026Q1: 12,711 shares; 2026Q2: 13,319 shares 13,319 $558K 0.07% +608 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,045 shares; 2024Q4: 5,038 shares; 2025Q1: 3,339 shares; 2025Q2: 3,382 shares; 2025Q3: 3,385 shares; 2025Q4: 3,240 shares; 2026Q1: 3,267 shares; 2026Q2: 3,967 shares 3,967 $555K 0.07% +700 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: not reported; 2024Q4: 6,465 shares; 2025Q1: 6,466 shares; 2025Q2: 6,458 shares; 2025Q3: 10,162 shares; 2025Q4: 6,509 shares; 2026Q1: 7,175 shares; 2026Q2: 6,456 shares 6,456 $552K 0.07% -719 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: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 3,405 shares; 2025Q2: 3,376 shares; 2025Q3: 3,129 shares; 2025Q4: 4,190 shares; 2026Q1: 4,350 shares; 2026Q2: 7,199 shares 7,199 $551K 0.07% +2,849 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,055 shares 1,055 $551K 0.07% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 900 shares; 2026Q1: 1,090 shares; 2026Q2: 1,956 shares 1,956 $550K 0.07% +866 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,867 shares 7,867 $550K 0.07% new 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: 1,072 shares; 2024Q4: 1,098 shares; 2025Q1: 1,140 shares; 2025Q2: 1,065 shares; 2025Q3: 1,024 shares; 2025Q4: 1,510 shares; 2026Q1: 1,811 shares; 2026Q2: 1,979 shares 1,979 $535K 0.07% +168 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,587 shares; 2024Q4: 5,614 shares; 2025Q1: 5,123 shares; 2025Q2: 5,307 shares; 2025Q3: 5,828 shares; 2025Q4: 5,856 shares; 2026Q1: 6,656 shares; 2026Q2: 6,820 shares 6,820 $534K 0.07% +164 Timeline FDL 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: 8,533 shares; 2026Q1: 8,555 shares; 2026Q2: 10,976 shares 10,976 $534K 0.07% +2,421 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: 667 shares; 2024Q4: 688 shares; 2025Q1: 673 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 735 shares; 2026Q1: 811 shares; 2026Q2: 1,035 shares 1,035 $532K 0.07% +224 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,277 shares; 2025Q2: 3,135 shares; 2025Q3: 3,035 shares; 2025Q4: 3,710 shares; 2026Q1: 3,875 shares; 2026Q2: 4,528 shares 4,528 $528K 0.07% +653 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares; 2026Q1: 9,868 shares; 2026Q2: 12,066 shares 12,066 $527K 0.07% +2,198 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: 872 shares; 2026Q1: 1,891 shares; 2026Q2: 1,832 shares 1,832 $520K 0.07% -59 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 4,789 shares; 2025Q1: 4,793 shares; 2025Q2: 4,694 shares; 2025Q3: 5,066 shares; 2025Q4: 4,405 shares; 2026Q1: 4,867 shares; 2026Q2: 4,881 shares 4,881 $520K 0.07% +14 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762 shares; 2024Q4: 1,789 shares; 2025Q1: 1,783 shares; 2025Q2: 1,763 shares; 2025Q3: 1,829 shares; 2025Q4: 1,872 shares; 2026Q1: 1,952 shares; 2026Q2: 2,128 shares 2,128 $516K 0.07% +176 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,190 shares; 2024Q4: 3,278 shares; 2025Q1: 4,583 shares; 2025Q2: 4,976 shares; 2025Q3: 5,001 shares; 2025Q4: 5,346 shares; 2026Q1: 5,293 shares; 2026Q2: 5,732 shares 5,732 $503K 0.06% +439 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: 5,320 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 6,468 shares; 2026Q2: 6,564 shares 6,564 $500K 0.06% +96 Timeline QYLD 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,552 shares 26,552 $489K 0.06% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,951 shares; 2026Q1: 3,132 shares; 2026Q2: 3,143 shares 3,143 $478K 0.06% +11 Timeline OUSA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 8,808 shares; 2026Q2: 7,972 shares 7,972 $465K 0.06% -836 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,184 shares; 2025Q3: 832 shares; 2025Q4: 834 shares; 2026Q1: 904 shares; 2026Q2: 3,658 shares 3,658 $454K 0.06% +2,754 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: 851 shares; 2026Q1: 980 shares; 2026Q2: 1,204 shares 1,204 $450K 0.06% +224 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 1,892 shares; 2026Q1: 2,184 shares; 2026Q2: 2,334 shares 2,334 $443K 0.06% +150 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 719 shares; 2026Q2: 925 shares 925 $442K 0.06% +206 Timeline FDN 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares 1,668 $442K 0.06% 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: 14,992 shares; 2024Q4: 28,965 shares; 2025Q1: 8,579 shares; 2025Q2: 8,584 shares; 2025Q3: 8,557 shares; 2025Q4: 7,048 shares; 2026Q1: 10,385 shares; 2026Q2: 11,925 shares 11,925 $431K 0.05% +1,540 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: 1,041 shares; 2024Q4: 1,042 shares; 2025Q1: 1,055 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,055 shares; 2026Q2: 1,050 shares 1,050 $430K 0.05% -5 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,491 shares; 2026Q2: 2,623 shares 2,623 $416K 0.05% +1,132 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,103 shares; 2026Q1: 4,412 shares; 2026Q2: 4,976 shares 4,976 $411K 0.05% +564 Timeline FIDU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,100 shares 4,100 $408K 0.05% new 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: 2,863 shares 2,863 $400K 0.05% new 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: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,811 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,754 shares; 2026Q1: 2,940 shares; 2026Q2: 2,727 shares 2,727 $399K 0.05% -213 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 1,425 shares; 2025Q4: 1,489 shares; 2026Q1: 1,661 shares; 2026Q2: 2,132 shares 2,132 $394K 0.05% +471 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,837 shares; 2026Q2: 4,843 shares 4,843 $394K 0.05% +1,006 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: 1,149 shares 1,149 $392K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,956 shares; 2025Q1: 2,112 shares; 2025Q2: 1,983 shares; 2025Q3: 1,987 shares; 2025Q4: 2,068 shares; 2026Q1: 2,744 shares; 2026Q2: 2,885 shares 2,885 $391K 0.05% +141 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,799 shares 2,799 $390K 0.05% new 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: 3,793 shares; 2024Q4: 3,764 shares; 2025Q1: 3,817 shares; 2025Q2: 3,819 shares; 2025Q3: 3,827 shares; 2025Q4: 3,400 shares; 2026Q1: 2,841 shares; 2026Q2: 14,221 shares 14,221 $390K 0.05% +11,380 Timeline FHLC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,808 shares; 2026Q1: not reported; 2026Q2: 5,008 shares 5,008 $387K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,273 shares 2,273 $387K 0.05% new 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: 15,999 shares; 2024Q4: 15,023 shares; 2025Q1: 15,138 shares; 2025Q2: 15,469 shares; 2025Q3: 15,486 shares; 2025Q4: 16,275 shares; 2026Q1: 17,054 shares; 2026Q2: 18,375 shares 18,375 $380K 0.05% +1,321 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 3,503 shares; 2026Q1: 3,599 shares; 2026Q2: 3,917 shares 3,917 $377K 0.05% +318 Timeline IHE 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: 3,737 shares; 2026Q2: 3,748 shares 3,748 $371K 0.05% +11 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,912 shares; 2026Q1: 2,119 shares; 2026Q2: 2,179 shares 2,179 $370K 0.05% +60 Timeline ZECP ZACKS TRUST More: the full row for ZACKS 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: 7,927 shares; 2026Q2: 9,806 shares 9,806 $370K 0.05% +1,879 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 8,596 shares 8,596 $363K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 633 shares; 2026Q1: 701 shares; 2026Q2: 996 shares 996 $361K 0.05% +295 Timeline DVY 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: 2,295 shares; 2026Q1: 1,600 shares; 2026Q2: 2,295 shares 2,295 $359K 0.05% +695 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,775 shares; 2025Q3: 4,775 shares; 2025Q4: 3,797 shares; 2026Q1: 3,775 shares; 2026Q2: 3,875 shares 3,875 $348K 0.04% +100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP 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: 2,867 shares; 2026Q2: 2,981 shares 2,981 $348K 0.04% +114 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,808 shares; 2025Q4: 7,808 shares; 2026Q1: 7,578 shares; 2026Q2: 7,578 shares 7,578 $346K 0.04% 0 Timeline VOT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 686 shares; 2025Q4: not reported; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $331K 0.04% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,600 shares; 2025Q1: 2,596 shares; 2025Q2: 2,591 shares; 2025Q3: 2,562 shares; 2025Q4: 2,580 shares; 2026Q1: 2,662 shares; 2026Q2: 2,661 shares 2,661 $331K 0.04% -1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,548 shares; 2024Q4: 5,577 shares; 2025Q1: 5,590 shares; 2025Q2: 5,090 shares; 2025Q3: 5,099 shares; 2025Q4: 5,170 shares; 2026Q1: 5,829 shares; 2026Q2: 5,399 shares 5,399 $326K 0.04% -430 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 1,983 shares 1,983 $322K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $320K 0.04% new 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: 1,821 shares; 2024Q4: 1,821 shares; 2025Q1: 1,818 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,834 shares; 2026Q1: 1,969 shares; 2026Q2: 1,930 shares 1,930 $318K 0.04% -39 Timeline REMX 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: 3,183 shares; 2026Q2: 3,576 shares 3,576 $316K 0.04% +393 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,238 shares 1,238 $316K 0.04% new 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: 5,593 shares; 2024Q4: not reported; 2025Q1: 3,969 shares; 2025Q2: 4,313 shares; 2025Q3: 3,911 shares; 2025Q4: 3,795 shares; 2026Q1: 3,920 shares; 2026Q2: 4,173 shares 4,173 $315K 0.04% +253 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 25,190 shares; 2026Q1: 23,948 shares; 2026Q2: 23,948 shares 23,948 $312K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 7,143 shares 7,143 $302K 0.04% +2,703 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW 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: 1,849 shares; 2026Q1: not reported; 2026Q2: 2,378 shares 2,378 $301K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,428 shares; 2026Q1: 1,382 shares; 2026Q2: 1,371 shares 1,371 $301K 0.04% -11 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: 13,440 shares; 2024Q4: 12,248 shares; 2025Q1: 11,278 shares; 2025Q2: 9,289 shares; 2025Q3: 7,386 shares; 2025Q4: 7,398 shares; 2026Q1: 7,004 shares; 2026Q2: 5,885 shares 5,885 $298K 0.04% -1,119 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,937 shares 1,937 $298K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 3,813 shares; 2025Q3: 3,749 shares; 2025Q4: 3,789 shares; 2026Q1: 3,951 shares; 2026Q2: 4,002 shares 4,002 $294K 0.04% +51 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,875 shares; 2024Q4: 14,875 shares; 2025Q1: 13,757 shares; 2025Q2: 9,570 shares; 2025Q3: 9,570 shares; 2025Q4: 9,570 shares; 2026Q1: 9,570 shares; 2026Q2: 9,570 shares 9,570 $291K 0.04% 0 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,490 shares 7,490 $289K 0.04% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,715 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 5,715 shares; 2026Q1: 5,715 shares; 2026Q2: 5,715 shares 5,715 $283K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,556 shares 2,556 $282K 0.04% new 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: 2,430 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,183 shares; 2025Q4: 2,579 shares; 2026Q1: 2,579 shares; 2026Q2: 2,705 shares 2,705 $281K 0.04% +126 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $280K 0.04% new Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 5,009 shares 5,009 $279K 0.04% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,244 shares; 2026Q1: 1,072 shares; 2026Q2: 1,087 shares 1,087 $278K 0.04% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $277K 0.04% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,563 shares; 2024Q4: 10,046 shares; 2025Q1: 6,940 shares; 2025Q2: 6,995 shares; 2025Q3: 6,754 shares; 2025Q4: 6,182 shares; 2026Q1: 6,203 shares; 2026Q2: 5,619 shares 5,619 $277K 0.04% -584 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,627 shares 6,627 $276K 0.04% new Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,086 shares 6,086 $276K 0.04% new 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: 3,677 shares; 2024Q4: 3,566 shares; 2025Q1: 3,520 shares; 2025Q2: 3,276 shares; 2025Q3: 2,734 shares; 2025Q4: 2,645 shares; 2026Q1: 2,700 shares; 2026Q2: 3,440 shares 3,440 $275K 0.04% +740 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: 4,579 shares; 2024Q4: 5,029 shares; 2025Q1: 4,578 shares; 2025Q2: 4,356 shares; 2025Q3: 4,524 shares; 2025Q4: 8,006 shares; 2026Q1: 8,026 shares; 2026Q2: 5,932 shares 5,932 $274K 0.03% -2,094 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,462 shares 2,462 $272K 0.03% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,185 shares; 2024Q4: 6,185 shares; 2025Q1: 6,319 shares; 2025Q2: 6,319 shares; 2025Q3: 6,319 shares; 2025Q4: 6,319 shares; 2026Q1: 6,319 shares; 2026Q2: 6,319 shares 6,319 $272K 0.03% 0 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: not reported; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 8,254 shares; 2026Q1: 8,038 shares; 2026Q2: 8,038 shares 8,038 $272K 0.03% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,056 shares; 2024Q4: 17,079 shares; 2025Q1: 17,089 shares; 2025Q2: 17,247 shares; 2025Q3: 17,409 shares; 2025Q4: 6,689 shares; 2026Q1: 6,689 shares; 2026Q2: 6,689 shares 6,689 $270K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: 1,209 shares; 2026Q2: 1,234 shares 1,234 $269K 0.03% +25 Timeline VBK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: not reported; 2026Q2: 736 shares 736 $269K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares; 2026Q2: 3,874 shares 3,874 $269K 0.03% 0 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: not reported; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 651 shares; 2026Q1: 652 shares; 2026Q2: 666 shares 666 $268K 0.03% +14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,282 shares 5,282 $266K 0.03% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258 shares 258 $261K 0.03% new Timeline JMUB 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: 4,310 shares; 2024Q4: 6,395 shares; 2025Q1: 6,409 shares; 2025Q2: 6,749 shares; 2025Q3: 5,570 shares; 2025Q4: 5,086 shares; 2026Q1: 5,102 shares; 2026Q2: 5,119 shares 5,119 $259K 0.03% +17 Timeline PFF 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: not reported; 2026Q2: 8,500 shares 8,500 $259K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares 1,417 $256K 0.03% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS 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: 8,281 shares 8,281 $253K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 4,029 shares 4,029 $253K 0.03% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 4,385 shares; 2026Q2: 4,385 shares 4,385 $253K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,348 shares; 2026Q1: 1,584 shares; 2026Q2: 1,666 shares 1,666 $252K 0.03% +82 Timeline FVAL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,225 shares; 2026Q2: 3,233 shares 3,233 $252K 0.03% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,219 shares 4,219 $252K 0.03% 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: 126 shares 126 $251K 0.03% new Timeline VTWO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,065 shares 2,065 $251K 0.03% new Timeline PGX 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: 98,345 shares; 2024Q4: 90,100 shares; 2025Q1: 90,100 shares; 2025Q2: 70,395 shares; 2025Q3: 70,395 shares; 2025Q4: 28,409 shares; 2026Q1: 28,270 shares; 2026Q2: 23,069 shares 23,069 $250K 0.03% -5,201 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,443 shares 5,443 $249K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO 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: 738 shares 738 $247K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,435 shares 5,435 $246K 0.03% new 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: 889 shares 889 $242K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares; 2026Q1: 2,396 shares; 2026Q2: 2,660 shares 2,660 $241K 0.03% +264 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,866 shares 4,866 $241K 0.03% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,971 shares; 2025Q3: 10,971 shares; 2025Q4: 10,188 shares; 2026Q1: 10,188 shares; 2026Q2: 9,066 shares 9,066 $237K 0.03% -1,122 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,366 shares; 2025Q4: 1,408 shares; 2026Q1: 1,391 shares; 2026Q2: 1,495 shares 1,495 $237K 0.03% +104 Timeline LIN LINDE PLC More: the full row for LINDE 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: 408 shares; 2026Q2: 449 shares 449 $233K 0.03% +41 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $232K 0.03% new Timeline ARTY 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: not reported; 2026Q2: 3,041 shares 3,041 $232K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,914 shares; 2026Q1: 2,841 shares; 2026Q2: 2,869 shares 2,869 $230K 0.03% +28 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 416 shares; 2025Q4: 437 shares; 2026Q1: 438 shares; 2026Q2: 452 shares 452 $230K 0.03% +14 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,494 shares; 2024Q4: 6,608 shares; 2025Q1: 5,775 shares; 2025Q2: 4,569 shares; 2025Q3: 4,477 shares; 2025Q4: 4,496 shares; 2026Q1: 4,514 shares; 2026Q2: 4,532 shares 4,532 $229K 0.03% +18 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,947 shares 3,947 $227K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,936 shares 3,936 $227K 0.03% new Timeline PAVE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,845 shares 3,845 $227K 0.03% new Timeline SHV 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: not reported; 2026Q2: 2,041 shares 2,041 $225K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $225K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 1,130 shares; 2026Q1: 1,136 shares; 2026Q2: 1,143 shares 1,143 $224K 0.03% +7 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,268 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,868 shares; 2026Q2: 4,868 shares 4,868 $223K 0.03% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 4,416 shares 4,416 $222K 0.03% new Timeline XSVM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,644 shares; 2026Q1: 3,681 shares; 2026Q2: 3,178 shares 3,178 $221K 0.03% -503 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 5,678 shares 5,678 $219K 0.03% new Timeline SPYV 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: 3,493 shares 3,493 $212K 0.03% new Timeline XMAG TIDAL TRUST II More: the full row for TIDAL 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: 9,804 shares; 2025Q3: 9,804 shares; 2025Q4: 9,804 shares; 2026Q1: not reported; 2026Q2: 8,088 shares 8,088 $211K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $211K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,225 shares; 2025Q2: 13,072 shares; 2025Q3: 13,078 shares; 2025Q4: 13,174 shares; 2026Q1: 13,203 shares; 2026Q2: 15,098 shares 15,098 $210K 0.03% +1,895 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 697 shares 697 $208K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO 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: 2,149 shares 2,149 $206K 0.03% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES 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: 1,241 shares 1,241 $205K 0.03% new Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 5,084 shares 5,084 $205K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,385 shares; 2025Q3: 1,389 shares; 2025Q4: 1,420 shares; 2026Q1: 1,408 shares; 2026Q2: 1,404 shares 1,404 $205K 0.03% -4 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 473 shares 473 $204K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 209 shares 209 $201K 0.03% 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: not reported; 2026Q1: not reported; 2026Q2: 1,281 shares 1,281 $201K 0.03% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,372 shares; 2024Q4: 10,372 shares; 2025Q1: 10,372 shares; 2025Q2: 10,372 shares; 2025Q3: 10,383 shares; 2025Q4: 10,292 shares; 2026Q1: 10,072 shares; 2026Q2: 10,078 shares 10,078 $182K 0.02% +6 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,325 shares; 2024Q4: 43,978 shares; 2025Q1: 44,526 shares; 2025Q2: 39,535 shares; 2025Q3: 40,870 shares; 2025Q4: 19,622 shares; 2026Q1: 19,622 shares; 2026Q2: 14,622 shares 14,622 $176K 0.02% -5,000 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 10,121 shares 10,121 $133K 0.02% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP 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: 15,500 shares; 2026Q2: 15,500 shares 15,500 $108K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 10,001 shares 10,001 $93.9K 0.01% new Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I 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: 16,000 shares; 2026Q2: 16,000 shares 16,000 $89.3K 0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,350 shares; 2024Q4: 21,350 shares; 2025Q1: 21,350 shares; 2025Q2: 21,350 shares; 2025Q3: 21,350 shares; 2025Q4: 13,950 shares; 2026Q1: 13,950 shares; 2026Q2: 13,950 shares 13,950 $65K 0.01% 0 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $44.8K 0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 26,978 shares; 2026Q1: 26,978 shares; 2026Q2: 26,978 shares 26,978 $9.44K <0.01% 0 Timeline