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: 158,961 shares; 2025Q3: 314,998 shares; 2025Q4: 393,522 shares; 2026Q1: 539,122 shares; 2026Q2: 667,648 shares 667,648 $35.2M 5.2% +128,526 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: 550,703 shares; 2024Q4: 552,033 shares; 2025Q1: 516,007 shares; 2025Q2: 373,889 shares; 2025Q3: 363,171 shares; 2025Q4: 323,300 shares; 2026Q1: 326,134 shares; 2026Q2: 312,109 shares 312,109 $27.4M 4.05% -14,025 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: 28,650 shares; 2024Q4: 32,418 shares; 2025Q1: 33,318 shares; 2025Q2: 34,527 shares; 2025Q3: 33,798 shares; 2025Q4: 32,398 shares; 2026Q1: 30,968 shares; 2026Q2: 30,786 shares 30,786 $11M 1.62% -182 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: 16,288 shares; 2024Q4: 17,580 shares; 2025Q1: 18,389 shares; 2025Q2: 16,022 shares; 2025Q3: 15,659 shares; 2025Q4: 15,553 shares; 2026Q1: 14,959 shares; 2026Q2: 14,689 shares 14,689 $11M 1.62% -270 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: 15,900 shares; 2024Q4: 17,702 shares; 2025Q1: 19,509 shares; 2025Q2: 20,756 shares; 2025Q3: 22,692 shares; 2025Q4: 23,941 shares; 2026Q1: 25,862 shares; 2026Q2: 28,939 shares 28,939 $10.8M 1.59% +3,077 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: 221,427 shares; 2024Q4: 242,141 shares; 2025Q1: 205,166 shares; 2025Q2: 256,247 shares; 2025Q3: 212,594 shares; 2025Q4: 182,123 shares; 2026Q1: 158,685 shares; 2026Q2: 140,657 shares 140,657 $10.8M 1.59% -18,028 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: 171,046 shares; 2024Q4: 182,374 shares; 2025Q1: 185,291 shares; 2025Q2: 184,472 shares; 2025Q3: 220,888 shares; 2025Q4: 186,260 shares; 2026Q1: 166,159 shares; 2026Q2: 151,327 shares 151,327 $10.3M 1.52% -14,832 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: 78,879 shares; 2024Q4: 81,339 shares; 2025Q1: 97,826 shares; 2025Q2: 159,001 shares; 2025Q3: 158,244 shares; 2025Q4: 144,988 shares; 2026Q1: 120,555 shares; 2026Q2: 115,395 shares 115,395 $9.56M 1.41% -5,160 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: 24,473 shares; 2024Q4: 26,640 shares; 2025Q1: 36,206 shares; 2025Q2: 38,447 shares; 2025Q3: 42,936 shares; 2025Q4: 47,066 shares; 2026Q1: 43,477 shares; 2026Q2: 41,971 shares 41,971 $9.53M 1.41% -1,506 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: 115,237 shares; 2024Q4: 119,764 shares; 2025Q1: 115,393 shares; 2025Q2: 93,460 shares; 2025Q3: 93,008 shares; 2025Q4: 79,182 shares; 2026Q1: 75,101 shares; 2026Q2: 69,178 shares 69,178 $9.51M 1.4% -5,923 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,220 shares; 2025Q1: 21,514 shares; 2025Q2: 41,934 shares; 2025Q3: 50,266 shares; 2025Q4: 71,410 shares; 2026Q1: 96,254 shares; 2026Q2: 119,691 shares 119,691 $9.31M 1.37% +23,437 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: 26,424 shares; 2024Q4: 28,299 shares; 2025Q1: 27,851 shares; 2025Q2: 30,371 shares; 2025Q3: 32,723 shares; 2025Q4: 30,159 shares; 2026Q1: 30,498 shares; 2026Q2: 32,100 shares 32,100 $9.29M 1.37% +1,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 13,676 shares; 2025Q4: 16,003 shares; 2026Q1: 21,813 shares; 2026Q2: 113,071 shares 113,071 $9.11M 1.35% +91,258 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: not reported; 2024Q4: 2,181 shares; 2025Q1: 4,407 shares; 2025Q2: 9,020 shares; 2025Q3: 10,929 shares; 2025Q4: 17,067 shares; 2026Q1: 23,709 shares; 2026Q2: 28,812 shares 28,812 $8.73M 1.29% +5,103 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: 27,315 shares; 2024Q4: 30,352 shares; 2025Q1: 31,704 shares; 2025Q2: 31,508 shares; 2025Q3: 32,748 shares; 2025Q4: 34,682 shares; 2026Q1: 34,567 shares; 2026Q2: 34,492 shares 34,492 $8.22M 1.21% -75 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: 12,507 shares; 2024Q4: 14,471 shares; 2025Q1: 16,280 shares; 2025Q2: 23,098 shares; 2025Q3: 29,806 shares; 2025Q4: 31,884 shares; 2026Q1: 37,531 shares; 2026Q2: 40,356 shares 40,356 $8.07M 1.19% +2,825 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: 63,478 shares; 2024Q4: 67,641 shares; 2025Q1: 75,390 shares; 2025Q2: 77,382 shares; 2025Q3: 69,072 shares; 2025Q4: 41,345 shares; 2026Q1: 38,125 shares; 2026Q2: 34,182 shares 34,182 $7.5M 1.11% -3,943 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: 2,415 shares; 2024Q4: 2,528 shares; 2025Q1: 3,093 shares; 2025Q2: 3,994 shares; 2025Q3: 5,420 shares; 2025Q4: 5,644 shares; 2026Q1: 6,153 shares; 2026Q2: 6,126 shares 6,126 $7.35M 1.09% -27 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 38,167 shares; 2025Q4: 70,579 shares; 2026Q1: 93,587 shares; 2026Q2: 131,046 shares 131,046 $6.97M 1.03% +37,459 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,529 shares; 2024Q4: 47,133 shares; 2025Q1: 70,910 shares; 2025Q2: 94,370 shares; 2025Q3: 141,121 shares; 2025Q4: 157,437 shares; 2026Q1: 166,783 shares; 2026Q2: 180,940 shares 180,940 $6.94M 1.03% +14,157 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,293 shares; 2025Q1: 4,512 shares; 2025Q2: 9,450 shares; 2025Q3: 11,664 shares; 2025Q4: 11,944 shares; 2026Q1: 11,370 shares; 2026Q2: 9,473 shares 9,473 $6.85M 1.01% -1,897 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,936 shares; 2025Q3: 137,406 shares; 2025Q4: 121,499 shares; 2026Q1: 115,751 shares; 2026Q2: 110,016 shares 110,016 $5.8M 0.86% -5,735 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: 16,648 shares; 2024Q4: 23,098 shares; 2025Q1: 29,775 shares; 2025Q2: 46,337 shares; 2025Q3: 54,005 shares; 2025Q4: 76,929 shares; 2026Q1: 95,975 shares; 2026Q2: 118,158 shares 118,158 $5.75M 0.85% +22,183 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: 8,684 shares; 2024Q4: 10,221 shares; 2025Q1: 10,465 shares; 2025Q2: 10,147 shares; 2025Q3: 9,744 shares; 2025Q4: 10,062 shares; 2026Q1: 9,922 shares; 2026Q2: 10,192 shares 10,192 $5.74M 0.85% +270 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: 1,667 shares; 2024Q4: 3,199 shares; 2025Q1: 3,389 shares; 2025Q2: 7,395 shares; 2025Q3: 10,096 shares; 2025Q4: 12,040 shares; 2026Q1: 14,825 shares; 2026Q2: 15,104 shares 15,104 $5.71M 0.84% +279 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,689 shares; 2024Q4: 72,708 shares; 2025Q1: 53,528 shares; 2025Q2: 58,188 shares; 2025Q3: 81,789 shares; 2025Q4: 83,052 shares; 2026Q1: 88,000 shares; 2026Q2: 92,425 shares 92,425 $5.68M 0.84% +4,425 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,270 shares; 2024Q4: 24,847 shares; 2025Q1: 29,110 shares; 2025Q2: 45,879 shares; 2025Q3: 102,983 shares; 2025Q4: 151,794 shares; 2026Q1: 185,287 shares; 2026Q2: 239,742 shares 239,742 $5.62M 0.83% +54,455 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: 2,615 shares; 2025Q2: 8,539 shares; 2025Q3: 18,691 shares; 2025Q4: 23,118 shares; 2026Q1: 31,320 shares; 2026Q2: 36,577 shares 36,577 $5.62M 0.83% +5,257 Timeline BFOC 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: 340,816 shares; 2026Q1: 336,088 shares; 2026Q2: 332,156 shares 332,156 $5.6M 0.83% -3,932 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: 1,666 shares; 2024Q4: 3,550 shares; 2025Q1: 3,495 shares; 2025Q2: 2,761 shares; 2025Q3: 1,695 shares; 2025Q4: 1,875 shares; 2026Q1: 1,917 shares; 2026Q2: 16,218 shares 16,218 $5.53M 0.82% +14,301 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: 7,743 shares; 2024Q4: 7,302 shares; 2025Q1: 7,972 shares; 2025Q2: 7,344 shares; 2025Q3: 7,344 shares; 2025Q4: 7,466 shares; 2026Q1: 7,399 shares; 2026Q2: 7,767 shares 7,767 $5.33M 0.79% +368 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: 44,103 shares; 2024Q4: 45,674 shares; 2025Q1: 42,214 shares; 2025Q2: 40,239 shares; 2025Q3: 40,945 shares; 2025Q4: 35,253 shares; 2026Q1: 33,547 shares; 2026Q2: 31,902 shares 31,902 $5.22M 0.77% -1,645 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: 19,018 shares; 2024Q4: 21,036 shares; 2025Q1: 22,061 shares; 2025Q2: 18,975 shares; 2025Q3: 15,410 shares; 2025Q4: 14,270 shares; 2026Q1: 12,193 shares; 2026Q2: 10,765 shares 10,765 $5.14M 0.76% -1,428 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: 9,109 shares; 2024Q4: 10,285 shares; 2025Q1: 10,238 shares; 2025Q2: 11,123 shares; 2025Q3: 11,707 shares; 2025Q4: 12,007 shares; 2026Q1: 12,890 shares; 2026Q2: 14,770 shares 14,770 $5.07M 0.75% +1,880 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,548 shares; 2025Q1: 3,928 shares; 2025Q2: 7,114 shares; 2025Q3: 9,103 shares; 2025Q4: 8,648 shares; 2026Q1: 11,015 shares; 2026Q2: 12,104 shares 12,104 $5.03M 0.74% +1,089 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: 2,387 shares; 2024Q4: 3,213 shares; 2025Q1: 3,846 shares; 2025Q2: 5,060 shares; 2025Q3: 6,553 shares; 2025Q4: 7,216 shares; 2026Q1: 8,383 shares; 2026Q2: 9,840 shares 9,840 $4.92M 0.73% +1,457 Timeline BIZD 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: 24,653 shares; 2025Q4: 71,845 shares; 2026Q1: 192,765 shares; 2026Q2: 386,935 shares 386,935 $4.9M 0.72% +194,170 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,758 shares; 2025Q1: 27,569 shares; 2025Q2: 28,108 shares; 2025Q3: 29,143 shares; 2025Q4: 33,607 shares; 2026Q1: 32,821 shares; 2026Q2: 29,665 shares 29,665 $4.79M 0.71% -3,156 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,279 shares; 2025Q2: 87,537 shares; 2025Q3: 112,160 shares; 2025Q4: 123,515 shares; 2026Q1: 127,319 shares; 2026Q2: 140,952 shares 140,952 $4.72M 0.7% +13,633 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: 4,196 shares; 2024Q4: 4,912 shares; 2025Q1: 5,089 shares; 2025Q2: 7,075 shares; 2025Q3: 9,705 shares; 2025Q4: 10,755 shares; 2026Q1: 12,786 shares; 2026Q2: 14,231 shares 14,231 $4.66M 0.69% +1,445 Timeline IGLB 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: 8,175 shares; 2025Q3: 39,064 shares; 2025Q4: 75,530 shares; 2026Q1: 100,217 shares; 2026Q2: 90,449 shares 90,449 $4.53M 0.67% -9,768 Timeline BGLD 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: 244,945 shares; 2024Q4: 399,863 shares; 2025Q1: 383,282 shares; 2025Q2: 355,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274,564 shares; 2026Q2: 273,341 shares 273,341 $4.45M 0.66% -1,223 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: 4,851 shares; 2024Q4: 4,920 shares; 2025Q1: 5,815 shares; 2025Q2: 25,138 shares; 2025Q3: 42,525 shares; 2025Q4: 47,501 shares; 2026Q1: 62,206 shares; 2026Q2: 76,224 shares 76,224 $4.4M 0.65% +14,018 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,533 shares; 2025Q2: 34,267 shares; 2025Q3: 39,388 shares; 2025Q4: 62,376 shares; 2026Q1: 88,708 shares; 2026Q2: 110,829 shares 110,829 $4.35M 0.64% +22,121 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 2,549 shares; 2025Q1: 2,812 shares; 2025Q2: 11,477 shares; 2025Q3: 12,322 shares; 2025Q4: 13,026 shares; 2026Q1: 14,582 shares; 2026Q2: 16,733 shares 16,733 $4.25M 0.63% +2,151 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: 187,387 shares; 2024Q4: 160,720 shares; 2025Q1: 138,874 shares; 2025Q2: 144,078 shares; 2025Q3: 162,813 shares; 2025Q4: 150,988 shares; 2026Q1: 149,392 shares; 2026Q2: 143,707 shares 143,707 $4.23M 0.62% -5,685 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,606 shares; 2025Q1: 20,027 shares; 2025Q2: 43,944 shares; 2025Q3: 54,545 shares; 2025Q4: 64,281 shares; 2026Q1: 83,859 shares; 2026Q2: 102,242 shares 102,242 $4.15M 0.61% +18,383 Timeline IGSB 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: 5,334 shares; 2025Q3: 23,108 shares; 2025Q4: 42,977 shares; 2026Q1: 57,083 shares; 2026Q2: 78,742 shares 78,742 $4.13M 0.61% +21,659 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: 2,791 shares; 2024Q4: 3,530 shares; 2025Q1: 2,984 shares; 2025Q2: 4,314 shares; 2025Q3: 6,485 shares; 2025Q4: 6,859 shares; 2026Q1: 7,660 shares; 2026Q2: 9,468 shares 9,468 $3.98M 0.59% +1,808 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,991 shares; 2024Q4: 128,746 shares; 2025Q1: 118,291 shares; 2025Q2: 129,580 shares; 2025Q3: 127,460 shares; 2025Q4: 102,021 shares; 2026Q1: 98,394 shares; 2026Q2: 89,978 shares 89,978 $3.88M 0.57% -8,416 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,919 shares; 2025Q4: 115,147 shares; 2026Q1: 111,911 shares; 2026Q2: 109,070 shares 109,070 $3.73M 0.55% -2,841 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,293 shares; 2025Q3: 119,882 shares; 2025Q4: 100,694 shares; 2026Q1: 95,870 shares; 2026Q2: 86,429 shares 86,429 $3.73M 0.55% -9,441 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,436 shares; 2025Q4: 42,418 shares; 2026Q1: 41,347 shares; 2026Q2: 36,974 shares 36,974 $3.57M 0.53% -4,373 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: 2,555 shares; 2025Q3: 4,637 shares; 2025Q4: 5,369 shares; 2026Q1: 7,018 shares; 2026Q2: 9,075 shares 9,075 $3.39M 0.5% +2,057 Timeline PTRB 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: 22,111 shares; 2024Q4: 36,147 shares; 2025Q1: 40,894 shares; 2025Q2: 51,731 shares; 2025Q3: 71,247 shares; 2025Q4: 77,097 shares; 2026Q1: 78,958 shares; 2026Q2: 81,751 shares 81,751 $3.39M 0.5% +2,793 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,302 shares; 2025Q1: 48,720 shares; 2025Q2: 77,821 shares; 2025Q3: 168,555 shares; 2025Q4: 137,611 shares; 2026Q1: 79,467 shares; 2026Q2: 54,986 shares 54,986 $3.37M 0.5% -24,481 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,805 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,114 shares; 2026Q2: 147,053 shares 147,053 $3.35M 0.49% +121,939 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,505 shares; 2024Q4: 30,338 shares; 2025Q1: 30,093 shares; 2025Q2: 42,251 shares; 2025Q3: 56,081 shares; 2025Q4: 64,057 shares; 2026Q1: 68,824 shares; 2026Q2: 66,257 shares 66,257 $3.32M 0.49% -2,567 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: 101,184 shares; 2024Q4: 108,969 shares; 2025Q1: 74,020 shares; 2025Q2: 69,727 shares; 2025Q3: 40,251 shares; 2025Q4: 30,769 shares; 2026Q1: 29,080 shares; 2026Q2: 26,025 shares 26,025 $3.24M 0.48% -3,055 Timeline SMIZ 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: 8,620 shares; 2025Q1: 15,661 shares; 2025Q2: 15,215 shares; 2025Q3: 15,493 shares; 2025Q4: 45,411 shares; 2026Q1: 64,516 shares; 2026Q2: 72,018 shares 72,018 $3.21M 0.47% +7,502 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,249 shares; 2026Q2: 83,140 shares 83,140 $3.04M 0.45% +14,891 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129,000 shares 129,000 $3.03M 0.45% new Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,700 shares 63,700 $3M 0.44% new Timeline AMID 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: 26,278 shares; 2024Q4: 64,854 shares; 2025Q1: 66,079 shares; 2025Q2: 39,924 shares; 2025Q3: 58,912 shares; 2025Q4: 66,881 shares; 2026Q1: 71,325 shares; 2026Q2: 82,266 shares 82,266 $3M 0.44% +10,941 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,000 shares 113,000 $2.99M 0.44% new Timeline BOND 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: 7,555 shares; 2024Q4: 12,260 shares; 2025Q1: 14,714 shares; 2025Q2: 18,011 shares; 2025Q3: 26,379 shares; 2025Q4: 28,373 shares; 2026Q1: 29,441 shares; 2026Q2: 32,370 shares 32,370 $2.98M 0.44% +2,929 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,741 shares; 2026Q1: 64,478 shares; 2026Q2: 62,732 shares 62,732 $2.98M 0.44% -1,746 Timeline TDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,000 shares 113,000 $2.97M 0.44% new 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: 19,919 shares; 2024Q4: 21,638 shares; 2025Q1: 22,176 shares; 2025Q2: 23,639 shares; 2025Q3: 28,098 shares; 2025Q4: 22,485 shares; 2026Q1: 22,503 shares; 2026Q2: 27,496 shares 27,496 $2.96M 0.44% +4,993 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,843 shares; 2024Q4: 14,632 shares; 2025Q1: 23,234 shares; 2025Q2: 34,930 shares; 2025Q3: 38,078 shares; 2025Q4: 38,263 shares; 2026Q1: 48,538 shares; 2026Q2: 56,627 shares 56,627 $2.93M 0.43% +8,089 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: 15,512 shares; 2024Q4: 27,321 shares; 2025Q1: 28,560 shares; 2025Q2: 30,960 shares; 2025Q3: 29,989 shares; 2025Q4: 28,930 shares; 2026Q1: 26,991 shares; 2026Q2: 29,511 shares 29,511 $2.92M 0.43% +2,520 Timeline NSCI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,119 shares 115,119 $2.91M 0.43% new Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,372 shares 110,372 $2.89M 0.43% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,501 shares; 2024Q4: 47,575 shares; 2025Q1: 47,400 shares; 2025Q2: 43,764 shares; 2025Q3: 34,602 shares; 2025Q4: 33,583 shares; 2026Q1: 33,592 shares; 2026Q2: 27,574 shares 27,574 $2.84M 0.42% -6,018 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: 4,480 shares; 2024Q4: 3,897 shares; 2025Q1: 4,157 shares; 2025Q2: 5,297 shares; 2025Q3: 7,066 shares; 2025Q4: 13,800 shares; 2026Q1: 13,934 shares; 2026Q2: 14,822 shares 14,822 $2.82M 0.42% +888 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,482 shares; 2025Q3: 8,328 shares; 2025Q4: 9,687 shares; 2026Q1: 12,862 shares; 2026Q2: 17,015 shares 17,015 $2.75M 0.41% +4,153 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,825 shares; 2026Q2: 35,880 shares 35,880 $2.73M 0.4% +7,055 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: 147,942 shares; 2024Q4: 107,901 shares; 2025Q1: 112,111 shares; 2025Q2: 101,364 shares; 2025Q3: 73,022 shares; 2025Q4: 68,635 shares; 2026Q1: 62,723 shares; 2026Q2: 58,794 shares 58,794 $2.71M 0.4% -3,929 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: 5,416 shares; 2024Q4: 6,141 shares; 2025Q1: 7,050 shares; 2025Q2: 6,622 shares; 2025Q3: 6,771 shares; 2025Q4: 7,488 shares; 2026Q1: 7,543 shares; 2026Q2: 7,376 shares 7,376 $2.61M 0.38% -167 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: 3,449 shares; 2024Q4: 3,399 shares; 2025Q1: 3,959 shares; 2025Q2: 3,975 shares; 2025Q3: 3,599 shares; 2025Q4: 3,730 shares; 2026Q1: 3,477 shares; 2026Q2: 3,456 shares 3,456 $2.58M 0.38% -21 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,725 shares; 2026Q2: 97,769 shares 97,769 $2.57M 0.38% -4,956 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,237 shares; 2026Q1: 46,397 shares; 2026Q2: 45,356 shares 45,356 $2.5M 0.37% -1,041 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 47,076 shares; 2026Q1: 44,107 shares; 2026Q2: 49,260 shares 49,260 $2.46M 0.36% +5,153 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 2,973 shares; 2025Q4: 3,550 shares; 2026Q1: 4,644 shares; 2026Q2: 5,670 shares 5,670 $2.42M 0.36% +1,026 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,659 shares; 2024Q4: 84,871 shares; 2025Q1: 81,452 shares; 2025Q2: 78,849 shares; 2025Q3: 76,429 shares; 2025Q4: 70,516 shares; 2026Q1: 69,302 shares; 2026Q2: 65,672 shares 65,672 $2.4M 0.35% -3,630 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,806 shares; 2026Q2: 70,835 shares 70,835 $2.4M 0.35% -3,971 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,041 shares; 2025Q2: 60,518 shares; 2025Q3: 71,774 shares; 2025Q4: 52,664 shares; 2026Q1: 55,568 shares; 2026Q2: 49,804 shares 49,804 $2.27M 0.34% -5,764 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,895 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,382 shares; 2026Q1: 62,172 shares; 2026Q2: 61,161 shares 61,161 $2.24M 0.33% -1,011 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,507 shares; 2024Q4: 30,693 shares; 2025Q1: 30,873 shares; 2025Q2: 26,810 shares; 2025Q3: 10,691 shares; 2025Q4: 10,078 shares; 2026Q1: 9,629 shares; 2026Q2: 8,810 shares 8,810 $2.22M 0.33% -819 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,560 shares; 2024Q4: 127,536 shares; 2025Q1: 125,354 shares; 2025Q2: 82,743 shares; 2025Q3: 81,666 shares; 2025Q4: 78,356 shares; 2026Q1: 77,356 shares; 2026Q2: 74,729 shares 74,729 $2.22M 0.33% -2,627 Timeline BFRZ 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: 64,479 shares; 2025Q3: 78,170 shares; 2025Q4: 84,153 shares; 2026Q1: 79,332 shares; 2026Q2: 80,619 shares 80,619 $2.18M 0.32% +1,287 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,342 shares; 2025Q3: 2,534 shares; 2025Q4: 3,012 shares; 2026Q1: 4,041 shares; 2026Q2: 6,868 shares 6,868 $2.16M 0.32% +2,827 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,509 shares; 2026Q1: 12,790 shares; 2026Q2: 17,240 shares 17,240 $2.15M 0.32% +4,450 Timeline RSSE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,478 shares; 2025Q4: 94,317 shares; 2026Q1: 92,704 shares; 2026Q2: 91,325 shares 91,325 $2.11M 0.31% -1,379 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: 8,276 shares; 2024Q4: 9,500 shares; 2025Q1: 9,121 shares; 2025Q2: 10,732 shares; 2025Q3: 12,376 shares; 2025Q4: 13,671 shares; 2026Q1: 14,670 shares; 2026Q2: 15,426 shares 15,426 $2.11M 0.31% +756 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,722 shares; 2024Q4: 43,172 shares; 2025Q1: 44,050 shares; 2025Q2: 39,431 shares; 2025Q3: 33,987 shares; 2025Q4: 32,651 shares; 2026Q1: 26,949 shares; 2026Q2: 22,367 shares 22,367 $2.06M 0.3% -4,582 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: 10,120 shares; 2024Q4: 10,264 shares; 2025Q1: 11,376 shares; 2025Q2: 11,243 shares; 2025Q3: 12,014 shares; 2025Q4: 4,788 shares; 2026Q1: 4,398 shares; 2026Q2: 23,414 shares 23,414 $2.02M 0.3% +19,016 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,367 shares; 2024Q4: 96,822 shares; 2025Q1: 102,411 shares; 2025Q2: 99,233 shares; 2025Q3: 111,489 shares; 2025Q4: 104,227 shares; 2026Q1: 99,439 shares; 2026Q2: 85,401 shares 85,401 $1.98M 0.29% -14,038 Timeline BFJL 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: 118,251 shares; 2025Q4: 119,733 shares; 2026Q1: 118,067 shares; 2026Q2: 117,495 shares 117,495 $1.97M 0.29% -572 Timeline KNG 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: 16,777 shares; 2024Q4: 27,049 shares; 2025Q1: 27,551 shares; 2025Q2: 42,792 shares; 2025Q3: 39,002 shares; 2025Q4: 38,833 shares; 2026Q1: 40,064 shares; 2026Q2: 38,911 shares 38,911 $1.97M 0.29% -1,153 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 891 shares; 2025Q1: 888 shares; 2025Q2: 764 shares; 2025Q3: 675 shares; 2025Q4: 623 shares; 2026Q1: 513 shares; 2026Q2: 10,912 shares 10,912 $1.94M 0.29% +10,399 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,317 shares; 2025Q4: 29,537 shares; 2026Q1: 32,666 shares; 2026Q2: 32,150 shares 32,150 $1.92M 0.28% -516 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,583 shares; 2025Q3: 52,178 shares; 2025Q4: 52,649 shares; 2026Q1: 53,209 shares; 2026Q2: 54,892 shares 54,892 $1.91M 0.28% +1,683 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,195 shares; 2025Q2: 19,602 shares; 2025Q3: 27,113 shares; 2025Q4: 30,103 shares; 2026Q1: 33,437 shares; 2026Q2: 39,118 shares 39,118 $1.9M 0.28% +5,681 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: 18,505 shares; 2026Q1: 28,606 shares; 2026Q2: 40,120 shares 40,120 $1.84M 0.27% +11,514 Timeline LMBS 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: 19,819 shares; 2024Q4: 37,605 shares; 2025Q1: 42,325 shares; 2025Q2: 49,077 shares; 2025Q3: 45,023 shares; 2025Q4: 39,452 shares; 2026Q1: 38,390 shares; 2026Q2: 36,120 shares 36,120 $1.8M 0.27% -2,270 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,895 shares; 2024Q4: 17,632 shares; 2025Q1: 17,230 shares; 2025Q2: 16,037 shares; 2025Q3: 14,253 shares; 2025Q4: 13,650 shares; 2026Q1: 13,401 shares; 2026Q2: 12,249 shares 12,249 $1.74M 0.26% -1,152 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: 3,577 shares; 2024Q4: 2,954 shares; 2025Q1: 3,942 shares; 2025Q2: 5,892 shares; 2025Q3: 7,558 shares; 2025Q4: 8,441 shares; 2026Q1: 8,253 shares; 2026Q2: 10,364 shares 10,364 $1.72M 0.25% +2,111 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 7,383 shares; 2026Q2: 16,892 shares 16,892 $1.72M 0.25% +9,509 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,201 shares; 2025Q1: 3,211 shares; 2025Q2: 3,133 shares; 2025Q3: 2,810 shares; 2025Q4: 3,071 shares; 2026Q1: 3,023 shares; 2026Q2: 23,702 shares 23,702 $1.71M 0.25% +20,679 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: 6,243 shares; 2024Q4: 6,898 shares; 2025Q1: 6,808 shares; 2025Q2: 6,231 shares; 2025Q3: 5,010 shares; 2025Q4: 4,775 shares; 2026Q1: 4,048 shares; 2026Q2: 3,329 shares 3,329 $1.71M 0.25% -719 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,748 shares; 2025Q1: 3,828 shares; 2025Q2: 3,900 shares; 2025Q3: 3,853 shares; 2025Q4: 3,284 shares; 2026Q1: 3,302 shares; 2026Q2: 3,332 shares 3,332 $1.7M 0.25% +30 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,448 shares; 2024Q4: 29,086 shares; 2025Q1: 50,520 shares; 2025Q2: 44,502 shares; 2025Q3: 29,050 shares; 2025Q4: 26,801 shares; 2026Q1: 25,284 shares; 2026Q2: 28,369 shares 28,369 $1.69M 0.25% +3,085 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,003 shares; 2025Q1: 3,831 shares; 2025Q2: 8,725 shares; 2025Q3: 12,688 shares; 2025Q4: 16,193 shares; 2026Q1: 19,620 shares; 2026Q2: 23,304 shares 23,304 $1.68M 0.25% +3,684 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,124 shares; 2025Q3: 14,086 shares; 2025Q4: 16,412 shares; 2026Q1: 21,377 shares; 2026Q2: 29,362 shares 29,362 $1.63M 0.24% +7,985 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,036 shares; 2026Q2: 32,176 shares 32,176 $1.62M 0.24% +6,140 Timeline RFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 4,519 shares; 2025Q1: 6,039 shares; 2025Q2: 8,323 shares; 2025Q3: 12,959 shares; 2025Q4: 14,334 shares; 2026Q1: 15,582 shares; 2026Q2: 17,174 shares 17,174 $1.61M 0.24% +1,592 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,065 shares; 2024Q4: 5,316 shares; 2025Q1: not reported; 2025Q2: 8,526 shares; 2025Q3: 12,408 shares; 2025Q4: 13,541 shares; 2026Q1: 13,601 shares; 2026Q2: 15,293 shares 15,293 $1.58M 0.23% +1,692 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572,864 shares; 2024Q4: 638,109 shares; 2025Q1: 654,811 shares; 2025Q2: 652,297 shares; 2025Q3: 686,872 shares; 2025Q4: 695,523 shares; 2026Q1: 438,015 shares; 2026Q2: 149,993 shares 149,993 $1.57M 0.23% -288,022 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 4,828 shares; 2025Q1: 5,054 shares; 2025Q2: 7,775 shares; 2025Q3: 10,442 shares; 2025Q4: 11,807 shares; 2026Q1: 13,394 shares; 2026Q2: 15,133 shares 15,133 $1.57M 0.23% +1,739 Timeline DFAC 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: 41,183 shares; 2026Q1: 37,797 shares; 2026Q2: 35,439 shares 35,439 $1.57M 0.23% -2,358 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,564 shares; 2026Q1: 65,495 shares; 2026Q2: 64,744 shares 64,744 $1.55M 0.23% -751 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: 3,022 shares; 2025Q3: 5,110 shares; 2025Q4: 5,687 shares; 2026Q1: 8,748 shares; 2026Q2: 16,089 shares 16,089 $1.54M 0.23% +7,341 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: 6,882 shares; 2025Q3: 11,379 shares; 2025Q4: 12,460 shares; 2026Q1: 15,437 shares; 2026Q2: 18,807 shares 18,807 $1.53M 0.23% +3,370 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,092 shares; 2026Q1: 43,074 shares; 2026Q2: 42,578 shares 42,578 $1.52M 0.22% -496 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: 3,855 shares; 2024Q4: 4,358 shares; 2025Q1: 4,225 shares; 2025Q2: 5,901 shares; 2025Q3: 5,697 shares; 2025Q4: 6,605 shares; 2026Q1: 8,145 shares; 2026Q2: 10,183 shares 10,183 $1.49M 0.22% +2,038 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: 1,038 shares; 2024Q4: 1,230 shares; 2025Q1: 1,312 shares; 2025Q2: 1,302 shares; 2025Q3: 1,438 shares; 2025Q4: 1,403 shares; 2026Q1: 1,446 shares; 2026Q2: 12,251 shares 12,251 $1.46M 0.22% +10,805 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,314 shares; 2026Q2: 69,806 shares 69,806 $1.44M 0.21% +13,492 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,678 shares; 2024Q4: 2,658 shares; 2025Q1: 2,668 shares; 2025Q2: 2,657 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,834 shares 9,834 $1.41M 0.21% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,135 shares; 2024Q4: 35,438 shares; 2025Q1: 33,865 shares; 2025Q2: 34,776 shares; 2025Q3: 34,888 shares; 2025Q4: 29,038 shares; 2026Q1: 26,407 shares; 2026Q2: 25,612 shares 25,612 $1.4M 0.21% -795 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,460 shares; 2024Q4: 18,960 shares; 2025Q1: 16,601 shares; 2025Q2: 16,809 shares; 2025Q3: 17,964 shares; 2025Q4: 17,551 shares; 2026Q1: 16,698 shares; 2026Q2: 14,500 shares 14,500 $1.37M 0.2% -2,198 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,615 shares; 2024Q4: 51,827 shares; 2025Q1: 46,741 shares; 2025Q2: 43,048 shares; 2025Q3: 39,823 shares; 2025Q4: 35,767 shares; 2026Q1: 32,471 shares; 2026Q2: 31,206 shares 31,206 $1.36M 0.2% -1,265 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,385 shares; 2025Q1: 2,690 shares; 2025Q2: 3,448 shares; 2025Q3: 5,283 shares; 2025Q4: 6,070 shares; 2026Q1: 6,942 shares; 2026Q2: 7,927 shares 7,927 $1.34M 0.2% +985 Timeline FTGS 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: 63,397 shares; 2024Q4: 60,230 shares; 2025Q1: 51,980 shares; 2025Q2: 48,798 shares; 2025Q3: 41,990 shares; 2025Q4: 40,399 shares; 2026Q1: 38,998 shares; 2026Q2: 35,709 shares 35,709 $1.32M 0.2% -3,289 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,785 shares; 2024Q4: 52,530 shares; 2025Q1: 51,852 shares; 2025Q2: 46,419 shares; 2025Q3: 36,274 shares; 2025Q4: 31,847 shares; 2026Q1: 31,067 shares; 2026Q2: 28,889 shares 28,889 $1.32M 0.19% -2,178 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,222 shares; 2025Q3: 58,809 shares; 2025Q4: not reported; 2026Q1: 35,194 shares; 2026Q2: 35,639 shares 35,639 $1.29M 0.19% +445 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,767 shares; 2024Q4: 14,639 shares; 2025Q1: 14,273 shares; 2025Q2: 12,524 shares; 2025Q3: 11,457 shares; 2025Q4: 12,207 shares; 2026Q1: 9,453 shares; 2026Q2: 6,564 shares 6,564 $1.27M 0.19% -2,889 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 6,914 shares; 2025Q1: 21,080 shares; 2025Q2: 25,311 shares; 2025Q3: 23,759 shares; 2025Q4: 17,495 shares; 2026Q1: 18,097 shares; 2026Q2: 17,142 shares 17,142 $1.27M 0.19% -955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,278 shares; 2025Q3: 6,251 shares; 2025Q4: 10,143 shares; 2026Q1: 11,990 shares; 2026Q2: 14,163 shares 14,163 $1.24M 0.18% +2,173 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: 13,687 shares; 2024Q4: 13,600 shares; 2025Q1: 16,943 shares; 2025Q2: 16,151 shares; 2025Q3: 17,025 shares; 2025Q4: 18,081 shares; 2026Q1: 17,003 shares; 2026Q2: 16,451 shares 16,451 $1.24M 0.18% -552 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: 18,992 shares; 2024Q4: 21,529 shares; 2025Q1: 18,149 shares; 2025Q2: 15,348 shares; 2025Q3: 13,875 shares; 2025Q4: 13,512 shares; 2026Q1: 13,760 shares; 2026Q2: 12,494 shares 12,494 $1.21M 0.18% -1,266 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: 1,375 shares; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,635 shares; 2025Q3: 2,118 shares; 2025Q4: 2,225 shares; 2026Q1: 2,190 shares; 2026Q2: 2,058 shares 2,058 $1.2M 0.18% -132 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,385 shares; 2024Q4: 6,432 shares; 2025Q1: 6,765 shares; 2025Q2: 6,571 shares; 2025Q3: 5,579 shares; 2025Q4: 4,926 shares; 2026Q1: 4,103 shares; 2026Q2: 3,085 shares 3,085 $1.19M 0.18% -1,018 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: 1,607 shares; 2024Q4: 2,058 shares; 2025Q1: 2,123 shares; 2025Q2: 1,988 shares; 2025Q3: 1,801 shares; 2025Q4: 1,633 shares; 2026Q1: 1,584 shares; 2026Q2: 1,617 shares 1,617 $1.19M 0.18% +33 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: 2,995 shares; 2024Q4: 3,084 shares; 2025Q1: 2,972 shares; 2025Q2: 3,802 shares; 2025Q3: 3,104 shares; 2025Q4: 2,957 shares; 2026Q1: 3,105 shares; 2026Q2: 3,143 shares 3,143 $1.16M 0.17% +38 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: 9,764 shares; 2024Q4: 10,598 shares; 2025Q1: 13,252 shares; 2025Q2: 13,337 shares; 2025Q3: 14,898 shares; 2025Q4: 13,148 shares; 2026Q1: 13,502 shares; 2026Q2: 13,752 shares 13,752 $1.14M 0.17% +250 Timeline IAGG 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: 29,540 shares; 2025Q3: 35,756 shares; 2025Q4: 28,942 shares; 2026Q1: 28,340 shares; 2026Q2: 22,422 shares 22,422 $1.13M 0.17% -5,918 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,701 shares; 2025Q1: not reported; 2025Q2: 19,348 shares; 2025Q3: 30,314 shares; 2025Q4: 23,157 shares; 2026Q1: 17,130 shares; 2026Q2: 14,224 shares 14,224 $1.13M 0.17% -2,906 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 2,746 shares; 2025Q4: 3,459 shares; 2026Q1: 4,611 shares; 2026Q2: 6,555 shares 6,555 $1.1M 0.16% +1,944 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: 33,123 shares; 2024Q4: 43,309 shares; 2025Q1: 33,839 shares; 2025Q2: 38,335 shares; 2025Q3: 21,760 shares; 2025Q4: 19,079 shares; 2026Q1: 21,221 shares; 2026Q2: 18,984 shares 18,984 $1.07M 0.16% -2,237 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,524 shares; 2024Q4: 32,252 shares; 2025Q1: 37,844 shares; 2025Q2: 16,700 shares; 2025Q3: 21,990 shares; 2025Q4: 25,211 shares; 2026Q1: 28,081 shares; 2026Q2: 33,771 shares 33,771 $1.07M 0.16% +5,690 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,790 shares; 2024Q4: 15,410 shares; 2025Q1: 13,512 shares; 2025Q2: 12,790 shares; 2025Q3: 12,153 shares; 2025Q4: 13,426 shares; 2026Q1: 13,055 shares; 2026Q2: 10,951 shares 10,951 $1.06M 0.16% -2,104 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: 73,277 shares; 2024Q4: 82,423 shares; 2025Q1: 79,160 shares; 2025Q2: 79,514 shares; 2025Q3: 84,459 shares; 2025Q4: 18,369 shares; 2026Q1: 17,130 shares; 2026Q2: 14,618 shares 14,618 $1.04M 0.15% -2,512 Timeline SDVD 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: 16,809 shares; 2024Q4: 50,867 shares; 2025Q1: 53,979 shares; 2025Q2: 50,268 shares; 2025Q3: 43,653 shares; 2025Q4: 40,308 shares; 2026Q1: 43,356 shares; 2026Q2: 43,506 shares 43,506 $1M 0.15% +150 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,380 shares; 2026Q2: 47,118 shares 47,118 $980K 0.14% +18,738 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: 15,104 shares; 2024Q4: 28,003 shares; 2025Q1: 29,467 shares; 2025Q2: 27,435 shares; 2025Q3: 30,649 shares; 2025Q4: 30,759 shares; 2026Q1: 25,593 shares; 2026Q2: 28,453 shares 28,453 $963K 0.14% +2,860 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 39,846 shares; 2025Q4: 39,252 shares; 2026Q1: 38,655 shares; 2026Q2: 34,789 shares 34,789 $962K 0.14% -3,866 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: 439 shares; 2024Q4: 496 shares; 2025Q1: 580 shares; 2025Q2: 802 shares; 2025Q3: 1,162 shares; 2025Q4: 1,353 shares; 2026Q1: 1,635 shares; 2026Q2: 1,840 shares 1,840 $955K 0.14% +205 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: 2,988 shares; 2024Q4: 3,041 shares; 2025Q1: 2,783 shares; 2025Q2: 2,887 shares; 2025Q3: 2,893 shares; 2025Q4: 2,884 shares; 2026Q1: 2,718 shares; 2026Q2: 2,700 shares 2,700 $952K 0.14% -18 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,015 shares; 2024Q4: 6,890 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 6,275 shares; 2025Q4: 8,355 shares; 2026Q1: 8,355 shares; 2026Q2: 8,124 shares 8,124 $951K 0.14% -231 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,409 shares; 2024Q4: 7,960 shares; 2025Q1: not reported; 2025Q2: 5,843 shares; 2025Q3: 5,052 shares; 2025Q4: 4,762 shares; 2026Q1: 4,041 shares; 2026Q2: 3,312 shares 3,312 $937K 0.14% -729 Timeline SPTS 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: 15,073 shares; 2024Q4: 21,533 shares; 2025Q1: 26,923 shares; 2025Q2: 26,517 shares; 2025Q3: 29,960 shares; 2025Q4: 31,998 shares; 2026Q1: 23,667 shares; 2026Q2: 31,530 shares 31,530 $915K 0.14% +7,863 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,386 shares; 2025Q3: 11,874 shares; 2025Q4: 11,873 shares; 2026Q1: 11,873 shares; 2026Q2: 11,873 shares 11,873 $902K 0.13% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,135 shares; 2024Q4: 40,568 shares; 2025Q1: 22,120 shares; 2025Q2: 19,765 shares; 2025Q3: 17,353 shares; 2025Q4: 16,274 shares; 2026Q1: 15,701 shares; 2026Q2: 14,178 shares 14,178 $894K 0.13% -1,523 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 14,588 shares; 2025Q4: 43,911 shares; 2026Q1: 44,870 shares; 2026Q2: 45,209 shares 45,209 $864K 0.13% +339 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,321 shares; 2024Q4: 19,240 shares; 2025Q1: 19,157 shares; 2025Q2: 19,611 shares; 2025Q3: 18,504 shares; 2025Q4: 18,448 shares; 2026Q1: 17,780 shares; 2026Q2: 16,566 shares 16,566 $835K 0.12% -1,214 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,447 shares; 2024Q4: 6,712 shares; 2025Q1: 7,199 shares; 2025Q2: 9,779 shares; 2025Q3: 13,380 shares; 2025Q4: 15,606 shares; 2026Q1: 19,444 shares; 2026Q2: 5,157 shares 5,157 $808K 0.12% -14,287 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,598 shares; 2024Q4: 1,588 shares; 2025Q1: 2,005 shares; 2025Q2: 1,956 shares; 2025Q3: 1,984 shares; 2025Q4: 1,545 shares; 2026Q1: 1,560 shares; 2026Q2: 9,440 shares 9,440 $780K 0.12% +7,880 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: 6,973 shares; 2024Q4: 7,421 shares; 2025Q1: 8,021 shares; 2025Q2: 8,199 shares; 2025Q3: 7,636 shares; 2025Q4: 6,602 shares; 2026Q1: 6,613 shares; 2026Q2: 6,791 shares 6,791 $769K 0.11% +178 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: 519 shares; 2026Q1: 527 shares; 2026Q2: 1,163 shares 1,163 $763K 0.11% +636 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,740 shares; 2024Q4: 10,382 shares; 2025Q1: 9,504 shares; 2025Q2: 12,828 shares; 2025Q3: 10,787 shares; 2025Q4: 22,940 shares; 2026Q1: 21,298 shares; 2026Q2: 20,647 shares 20,647 $759K 0.11% -651 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: 15,535 shares; 2024Q4: 17,094 shares; 2025Q1: 17,334 shares; 2025Q2: 16,156 shares; 2025Q3: 15,712 shares; 2025Q4: 15,964 shares; 2026Q1: 15,817 shares; 2026Q2: 13,181 shares 13,181 $751K 0.11% -2,636 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: 15,306 shares; 2024Q4: 18,468 shares; 2025Q1: 20,331 shares; 2025Q2: 17,874 shares; 2025Q3: 15,157 shares; 2025Q4: 13,881 shares; 2026Q1: 10,462 shares; 2026Q2: 7,629 shares 7,629 $734K 0.11% -2,833 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: 3,709 shares; 2024Q4: 4,820 shares; 2025Q1: 4,652 shares; 2025Q2: 4,215 shares; 2025Q3: 4,494 shares; 2025Q4: 4,721 shares; 2026Q1: 4,551 shares; 2026Q2: 3,991 shares 3,991 $722K 0.11% -560 Timeline QDPL 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: 7,767 shares; 2025Q4: 9,632 shares; 2026Q1: 12,657 shares; 2026Q2: 15,965 shares 15,965 $720K 0.11% +3,308 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 2,123 shares; 2026Q1: 2,732 shares; 2026Q2: 3,164 shares 3,164 $718K 0.11% +432 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: 8,037 shares; 2024Q4: 9,533 shares; 2025Q1: 9,988 shares; 2025Q2: 8,841 shares; 2025Q3: 7,131 shares; 2025Q4: 6,769 shares; 2026Q1: 5,388 shares; 2026Q2: 3,817 shares 3,817 $705K 0.1% -1,571 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,980 shares; 2025Q1: 2,000 shares; 2025Q2: 1,632 shares; 2025Q3: 1,686 shares; 2025Q4: 1,720 shares; 2026Q1: 2,029 shares; 2026Q2: 1,709 shares 1,709 $679K 0.1% -320 Timeline LGOV 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: 44,088 shares; 2024Q4: 49,808 shares; 2025Q1: 45,122 shares; 2025Q2: 43,989 shares; 2025Q3: 43,087 shares; 2025Q4: 35,803 shares; 2026Q1: 32,718 shares; 2026Q2: 31,703 shares 31,703 $678K 0.1% -1,015 Timeline FTCB 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: 31,429 shares; 2024Q4: 35,473 shares; 2025Q1: 50,010 shares; 2025Q2: 72,800 shares; 2025Q3: 77,617 shares; 2025Q4: 51,269 shares; 2026Q1: 36,486 shares; 2026Q2: 31,770 shares 31,770 $663K 0.1% -4,716 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,060 shares; 2024Q4: 15,189 shares; 2025Q1: 13,194 shares; 2025Q2: 11,306 shares; 2025Q3: 10,488 shares; 2025Q4: 9,432 shares; 2026Q1: 9,059 shares; 2026Q2: 8,145 shares 8,145 $660K 0.1% -914 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,081 shares; 2024Q4: 20,433 shares; 2025Q1: 19,143 shares; 2025Q2: 17,746 shares; 2025Q3: 18,293 shares; 2025Q4: 18,230 shares; 2026Q1: 17,557 shares; 2026Q2: 15,800 shares 15,800 $650K 0.1% -1,757 Timeline FBT 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: 4,725 shares; 2024Q4: 4,656 shares; 2025Q1: 4,084 shares; 2025Q2: 3,869 shares; 2025Q3: 3,215 shares; 2025Q4: 3,028 shares; 2026Q1: 2,912 shares; 2026Q2: 2,598 shares 2,598 $644K 0.1% -314 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 358 shares; 2025Q4: 435 shares; 2026Q1: 548 shares; 2026Q2: 614 shares 614 $640K 0.09% +66 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,258 shares; 2024Q4: 15,603 shares; 2025Q1: 14,928 shares; 2025Q2: 15,655 shares; 2025Q3: 16,162 shares; 2025Q4: 11,922 shares; 2026Q1: 10,597 shares; 2026Q2: 9,187 shares 9,187 $633K 0.09% -1,410 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: 1,037 shares; 2024Q4: 1,074 shares; 2025Q1: 1,044 shares; 2025Q2: 1,046 shares; 2025Q3: 964 shares; 2025Q4: 974 shares; 2026Q1: 983 shares; 2026Q2: 993 shares 993 $630K 0.09% +10 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,133 shares; 2024Q4: 41,056 shares; 2025Q1: 43,344 shares; 2025Q2: 46,601 shares; 2025Q3: 44,074 shares; 2025Q4: 41,283 shares; 2026Q1: 38,900 shares; 2026Q2: 34,616 shares 34,616 $619K 0.09% -4,284 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,138 shares; 2024Q4: 8,680 shares; 2025Q1: 8,109 shares; 2025Q2: 8,195 shares; 2025Q3: 11,137 shares; 2025Q4: 9,349 shares; 2026Q1: 9,013 shares; 2026Q2: 6,328 shares 6,328 $618K 0.09% -2,685 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 552 shares; 2025Q4: 578 shares; 2026Q1: 550 shares; 2026Q2: 579 shares 579 $616K 0.09% +29 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,708 shares; 2024Q4: 431,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,643 shares; 2026Q2: 21,475 shares 21,475 $615K 0.09% -168 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 173,433 shares; 2025Q1: 134,689 shares; 2025Q2: 136,936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,749 shares; 2026Q2: 18,202 shares 18,202 $612K 0.09% -547 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: 6,200 shares; 2024Q4: 6,295 shares; 2025Q1: 6,260 shares; 2025Q2: 6,152 shares; 2025Q3: 5,996 shares; 2025Q4: 5,670 shares; 2026Q1: 5,659 shares; 2026Q2: 5,191 shares 5,191 $610K 0.09% -468 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: not reported; 2025Q1: 4,567 shares; 2025Q2: 8,369 shares; 2025Q3: 7,267 shares; 2025Q4: 7,993 shares; 2026Q1: 6,815 shares; 2026Q2: 7,121 shares 7,121 $609K 0.09% +306 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 901 shares; 2025Q4: 1,110 shares; 2026Q1: 1,488 shares; 2026Q2: 1,905 shares 1,905 $606K 0.09% +417 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: 660 shares; 2024Q4: 681 shares; 2025Q1: 686 shares; 2025Q2: 729 shares; 2025Q3: 697 shares; 2025Q4: 7,248 shares; 2026Q1: 7,146 shares; 2026Q2: 8,459 shares 8,459 $604K 0.09% +1,313 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,908 shares; 2025Q3: 23,643 shares; 2025Q4: 10,068 shares; 2026Q1: 10,067 shares; 2026Q2: 8,206 shares 8,206 $602K 0.09% -1,861 Timeline DFAX 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: 19,804 shares; 2026Q1: 16,532 shares; 2026Q2: 16,311 shares 16,311 $601K 0.09% -221 Timeline ACEI 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: 11,201 shares; 2025Q4: 27,885 shares; 2026Q1: 25,982 shares; 2026Q2: 25,845 shares 25,845 $598K 0.09% -137 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 3,039 shares; 2025Q1: 2,337 shares; 2025Q2: 2,602 shares; 2025Q3: 2,061 shares; 2025Q4: 2,228 shares; 2026Q1: 1,905 shares; 2026Q2: 1,729 shares 1,729 $593K 0.09% -176 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,815 shares; 2024Q4: 17,883 shares; 2025Q1: 16,767 shares; 2025Q2: 17,204 shares; 2025Q3: 17,960 shares; 2025Q4: 10,293 shares; 2026Q1: 7,144 shares; 2026Q2: 7,304 shares 7,304 $586K 0.09% +160 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,448 shares; 2024Q4: 71,864 shares; 2025Q1: 63,602 shares; 2025Q2: 12,661 shares; 2025Q3: 7,892 shares; 2025Q4: 7,063 shares; 2026Q1: 6,691 shares; 2026Q2: 5,706 shares 5,706 $584K 0.09% -985 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: 4,772 shares; 2025Q4: 6,021 shares; 2026Q1: 6,850 shares; 2026Q2: 8,339 shares 8,339 $580K 0.09% +1,489 Timeline VGK 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: 5,042 shares; 2025Q3: 4,811 shares; 2025Q4: 5,288 shares; 2026Q1: 5,904 shares; 2026Q2: 6,452 shares 6,452 $571K 0.08% +548 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,582 shares; 2024Q4: 20,628 shares; 2025Q1: 19,958 shares; 2025Q2: 17,514 shares; 2025Q3: 13,511 shares; 2025Q4: 11,549 shares; 2026Q1: 8,216 shares; 2026Q2: 5,558 shares 5,558 $568K 0.08% -2,658 Timeline AJUL 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: 26,499 shares; 2024Q4: 23,822 shares; 2025Q1: 23,329 shares; 2025Q2: 22,068 shares; 2025Q3: 19,267 shares; 2025Q4: 19,207 shares; 2026Q1: 19,220 shares; 2026Q2: 18,871 shares 18,871 $568K 0.08% -349 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,203 shares; 2024Q4: 10,107 shares; 2025Q1: 9,994 shares; 2025Q2: 9,994 shares; 2025Q3: 9,770 shares; 2025Q4: 9,751 shares; 2026Q1: 9,751 shares; 2026Q2: 9,815 shares 9,815 $566K 0.08% +64 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: 10,055 shares; 2024Q4: 13,781 shares; 2025Q1: 13,811 shares; 2025Q2: 14,455 shares; 2025Q3: 18,126 shares; 2025Q4: 17,634 shares; 2026Q1: 12,007 shares; 2026Q2: 16,462 shares 16,462 $564K 0.08% +4,455 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: 2,961 shares; 2024Q4: 2,883 shares; 2025Q1: 3,046 shares; 2025Q2: 3,113 shares; 2025Q3: 2,771 shares; 2025Q4: 2,536 shares; 2026Q1: 2,655 shares; 2026Q2: 2,232 shares 2,232 $562K 0.08% -423 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,769 shares; 2026Q2: 16,654 shares 16,654 $528K 0.08% +1,885 Timeline FSIG 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: 41,653 shares; 2024Q4: 43,345 shares; 2025Q1: 41,808 shares; 2025Q2: 37,167 shares; 2025Q3: 36,866 shares; 2025Q4: 30,336 shares; 2026Q1: 31,059 shares; 2026Q2: 27,815 shares 27,815 $524K 0.08% -3,244 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: 8,830 shares; 2024Q4: 9,725 shares; 2025Q1: 10,510 shares; 2025Q2: 11,102 shares; 2025Q3: 13,609 shares; 2025Q4: 15,315 shares; 2026Q1: 14,080 shares; 2026Q2: 9,967 shares 9,967 $522K 0.08% -4,113 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,915 shares; 2024Q4: 11,755 shares; 2025Q1: 11,240 shares; 2025Q2: 11,256 shares; 2025Q3: 10,642 shares; 2025Q4: 10,670 shares; 2026Q1: 10,654 shares; 2026Q2: 10,379 shares 10,379 $519K 0.08% -275 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,498 shares; 2024Q4: 32,619 shares; 2025Q1: 30,855 shares; 2025Q2: 30,765 shares; 2025Q3: 22,400 shares; 2025Q4: 21,469 shares; 2026Q1: 20,023 shares; 2026Q2: 19,427 shares 19,427 $518K 0.08% -596 Timeline ACII 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: 20,127 shares 20,127 $512K 0.08% new 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: not reported; 2024Q4: 9,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,521 shares; 2025Q4: 13,087 shares; 2026Q1: 12,775 shares; 2026Q2: 15,998 shares 15,998 $507K 0.07% +3,223 Timeline FELG 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: 10,644 shares; 2025Q2: 10,183 shares; 2025Q3: 11,526 shares; 2025Q4: 11,529 shares; 2026Q1: 11,533 shares; 2026Q2: 11,547 shares 11,547 $505K 0.07% +14 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,213 shares; 2025Q1: 1,341 shares; 2025Q2: 2,316 shares; 2025Q3: 2,248 shares; 2025Q4: 2,223 shares; 2026Q1: 2,226 shares; 2026Q2: 2,263 shares 2,263 $504K 0.07% +37 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,821 shares 9,821 $503K 0.07% new 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: 1,155 shares 1,155 $498K 0.07% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES 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: 24,617 shares; 2025Q4: 25,102 shares; 2026Q1: 25,812 shares; 2026Q2: 26,317 shares 26,317 $488K 0.07% +505 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: 1,307 shares; 2024Q4: 1,261 shares; 2025Q1: 1,203 shares; 2025Q2: 1,192 shares; 2025Q3: 1,295 shares; 2025Q4: 1,774 shares; 2026Q1: 1,453 shares; 2026Q2: 1,320 shares 1,320 $483K 0.07% -133 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: 5,160 shares; 2024Q4: 5,386 shares; 2025Q1: 5,136 shares; 2025Q2: 4,813 shares; 2025Q3: 4,528 shares; 2025Q4: 4,553 shares; 2026Q1: 4,336 shares; 2026Q2: 3,224 shares 3,224 $478K 0.07% -1,112 Timeline BBJP 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: 10,749 shares; 2024Q4: 4,383 shares; 2025Q1: 4,826 shares; 2025Q2: 6,355 shares; 2025Q3: 4,201 shares; 2025Q4: not reported; 2026Q1: 4,781 shares; 2026Q2: 6,335 shares 6,335 $477K 0.07% +1,554 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,352 shares; 2025Q3: 6,682 shares; 2025Q4: 6,375 shares; 2026Q1: 4,590 shares; 2026Q2: 3,301 shares 3,301 $472K 0.07% -1,289 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $466K 0.07% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,933 shares; 2024Q4: 21,795 shares; 2025Q1: 24,133 shares; 2025Q2: 23,850 shares; 2025Q3: 21,398 shares; 2025Q4: 5,148 shares; 2026Q1: 11,470 shares; 2026Q2: 9,578 shares 9,578 $464K 0.07% -1,892 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,694 shares; 2025Q1: 4,047 shares; 2025Q2: 4,007 shares; 2025Q3: 4,704 shares; 2025Q4: 5,524 shares; 2026Q1: 3,650 shares; 2026Q2: 4,895 shares 4,895 $463K 0.07% +1,245 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: not reported; 2024Q4: 15,277 shares; 2025Q1: 10,042 shares; 2025Q2: 14,649 shares; 2025Q3: 24,032 shares; 2025Q4: 24,775 shares; 2026Q1: 27,470 shares; 2026Q2: 16,710 shares 16,710 $459K 0.07% -10,760 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: 5,378 shares; 2024Q4: 6,387 shares; 2025Q1: 6,294 shares; 2025Q2: 4,667 shares; 2025Q3: 3,717 shares; 2025Q4: 3,639 shares; 2026Q1: 3,414 shares; 2026Q2: 3,120 shares 3,120 $457K 0.07% -294 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,149 shares; 2024Q4: 3,444 shares; 2025Q1: 3,855 shares; 2025Q2: 3,463 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares; 2026Q1: 2,957 shares; 2026Q2: 2,209 shares 2,209 $453K 0.07% -748 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,515 shares; 2025Q4: 7,667 shares; 2026Q1: 7,810 shares; 2026Q2: 8,017 shares 8,017 $452K 0.07% +207 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: 1,331 shares; 2024Q4: 1,608 shares; 2025Q1: 1,662 shares; 2025Q2: 1,761 shares; 2025Q3: 1,776 shares; 2025Q4: 1,749 shares; 2026Q1: 1,644 shares; 2026Q2: 1,601 shares 1,601 $450K 0.07% -43 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,392 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,381 shares; 2025Q4: 1,273 shares; 2026Q1: 1,263 shares; 2026Q2: 1,316 shares 1,316 $445K 0.07% +53 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,986 shares; 2024Q4: 12,422 shares; 2025Q1: 12,225 shares; 2025Q2: 11,913 shares; 2025Q3: 9,754 shares; 2025Q4: 9,461 shares; 2026Q1: 9,387 shares; 2026Q2: 8,532 shares 8,532 $444K 0.07% -855 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: 418 shares; 2024Q4: 483 shares; 2025Q1: 519 shares; 2025Q2: 486 shares; 2025Q3: 455 shares; 2025Q4: 470 shares; 2026Q1: 480 shares; 2026Q2: 473 shares 473 $442K 0.07% -7 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,772 shares; 2025Q1: 12,541 shares; 2025Q2: 13,956 shares; 2025Q3: 12,025 shares; 2025Q4: 12,149 shares; 2026Q1: 10,463 shares; 2026Q2: 8,026 shares 8,026 $436K 0.06% -2,437 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: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: 3,154 shares; 2025Q3: 2,872 shares; 2025Q4: 3,363 shares; 2026Q1: 3,361 shares; 2026Q2: 2,032 shares 2,032 $432K 0.06% -1,329 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,711 shares; 2024Q4: 12,225 shares; 2025Q1: 11,680 shares; 2025Q2: 11,680 shares; 2025Q3: 11,166 shares; 2025Q4: 11,123 shares; 2026Q1: 11,059 shares; 2026Q2: 10,747 shares 10,747 $430K 0.06% -312 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,446 shares; 2024Q4: 31,047 shares; 2025Q1: 29,798 shares; 2025Q2: 27,617 shares; 2025Q3: 25,432 shares; 2025Q4: 23,388 shares; 2026Q1: 23,608 shares; 2026Q2: 22,203 shares 22,203 $428K 0.06% -1,405 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,117 shares; 2026Q2: 8,154 shares 8,154 $423K 0.06% +37 Timeline MAS MASCO CORP More: the full row for MASCO 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: 8,782 shares; 2025Q4: 8,821 shares; 2026Q1: 6,614 shares; 2026Q2: 5,153 shares 5,153 $419K 0.06% -1,461 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,345 shares; 2024Q4: 21,173 shares; 2025Q1: 20,648 shares; 2025Q2: 20,250 shares; 2025Q3: 18,420 shares; 2025Q4: 17,364 shares; 2026Q1: 17,640 shares; 2026Q2: 16,825 shares 16,825 $419K 0.06% -815 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583 shares; 2024Q4: 5,018 shares; 2025Q1: 11,722 shares; 2025Q2: 7,951 shares; 2025Q3: 10,080 shares; 2025Q4: 8,241 shares; 2026Q1: 8,281 shares; 2026Q2: 8,207 shares 8,207 $417K 0.06% -74 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 11,810 shares; 2025Q1: 6,345 shares; 2025Q2: 8,131 shares; 2025Q3: 9,207 shares; 2025Q4: 10,877 shares; 2026Q1: 9,321 shares; 2026Q2: 9,781 shares 9,781 $414K 0.06% +460 Timeline BBCA 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: 7,078 shares; 2024Q4: 3,774 shares; 2025Q1: 4,017 shares; 2025Q2: 4,839 shares; 2025Q3: 3,319 shares; 2025Q4: 2,555 shares; 2026Q1: 3,595 shares; 2026Q2: 4,159 shares 4,159 $413K 0.06% +564 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,288 shares; 2024Q4: 4,878 shares; 2025Q1: 4,913 shares; 2025Q2: 4,320 shares; 2025Q3: 3,316 shares; 2025Q4: 2,811 shares; 2026Q1: 2,094 shares; 2026Q2: 1,405 shares 1,405 $412K 0.06% -689 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: 230 shares; 2025Q4: 195 shares; 2026Q1: 194 shares; 2026Q2: 205 shares 205 $408K 0.06% +11 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,329 shares; 2024Q4: 8,487 shares; 2025Q1: 7,891 shares; 2025Q2: 7,896 shares; 2025Q3: 8,149 shares; 2025Q4: 4,090 shares; 2026Q1: 2,928 shares; 2026Q2: 2,864 shares 2,864 $408K 0.06% -64 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,870 shares; 2024Q4: 5,604 shares; 2025Q1: 5,848 shares; 2025Q2: 5,161 shares; 2025Q3: 4,065 shares; 2025Q4: 3,975 shares; 2026Q1: 2,980 shares; 2026Q2: 2,064 shares 2,064 $401K 0.06% -916 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: 6,138 shares; 2024Q4: 7,184 shares; 2025Q1: 7,665 shares; 2025Q2: 6,173 shares; 2025Q3: 6,326 shares; 2025Q4: 6,059 shares; 2026Q1: 5,867 shares; 2026Q2: 4,827 shares 4,827 $399K 0.06% -1,040 Timeline APRH 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: 51,591 shares; 2024Q4: 51,940 shares; 2025Q1: 50,289 shares; 2025Q2: 16,919 shares; 2025Q3: 17,571 shares; 2025Q4: 17,859 shares; 2026Q1: 17,859 shares; 2026Q2: 15,043 shares 15,043 $375K 0.06% -2,816 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,125 shares; 2024Q4: 9,869 shares; 2025Q1: 9,484 shares; 2025Q2: 6,192 shares; 2025Q3: 4,979 shares; 2025Q4: 5,461 shares; 2026Q1: 4,215 shares; 2026Q2: 2,822 shares 2,822 $371K 0.05% -1,393 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,206 shares 8,206 $370K 0.05% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,107 shares; 2024Q4: 7,306 shares; 2025Q1: 6,262 shares; 2025Q2: 6,249 shares; 2025Q3: 6,404 shares; 2025Q4: 8,684 shares; 2026Q1: 8,709 shares; 2026Q2: 8,549 shares 8,549 $369K 0.05% -160 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: 15,866 shares; 2024Q4: 18,153 shares; 2025Q1: 17,900 shares; 2025Q2: 15,502 shares; 2025Q3: 12,616 shares; 2025Q4: 7,019 shares; 2026Q1: 5,419 shares; 2026Q2: 5,313 shares 5,313 $369K 0.05% -106 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,161 shares; 2024Q4: 2,215 shares; 2025Q1: 2,209 shares; 2025Q2: 2,151 shares; 2025Q3: 1,905 shares; 2025Q4: 1,721 shares; 2026Q1: 1,717 shares; 2026Q2: 1,668 shares 1,668 $368K 0.05% -49 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: 295 shares; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 965 shares; 2026Q1: 957 shares; 2026Q2: 986 shares 986 $363K 0.05% +29 Timeline ATCL REX ETF TR More: the full row for REX 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: 14,567 shares 14,567 $362K 0.05% new 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: not reported; 2024Q4: 2,149 shares; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 574 shares; 2025Q4: 581 shares; 2026Q1: 584 shares; 2026Q2: 2,908 shares 2,908 $361K 0.05% +2,324 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: 697 shares; 2024Q4: 1,292 shares; 2025Q1: 926 shares; 2025Q2: 870 shares; 2025Q3: 917 shares; 2025Q4: 784 shares; 2026Q1: 659 shares; 2026Q2: 4,096 shares 4,096 $360K 0.05% +3,437 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 1,025 shares; 2025Q1: 1,042 shares; 2025Q2: 1,067 shares; 2025Q3: 975 shares; 2025Q4: 1,162 shares; 2026Q1: 1,102 shares; 2026Q2: 1,004 shares 1,004 $356K 0.05% -98 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,658 shares; 2024Q4: 16,663 shares; 2025Q1: 14,757 shares; 2025Q2: 17,959 shares; 2025Q3: 22,965 shares; 2025Q4: 14,770 shares; 2026Q1: 14,829 shares; 2026Q2: 15,317 shares 15,317 $355K 0.05% +488 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 1,273 shares; 2025Q1: 1,277 shares; 2025Q2: 1,277 shares; 2025Q3: 1,283 shares; 2025Q4: 1,286 shares; 2026Q1: 1,289 shares; 2026Q2: 1,292 shares 1,292 $354K 0.05% +3 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,899 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,449 shares; 2026Q2: 6,589 shares 6,589 $353K 0.05% +2,140 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,181 shares 1,181 $352K 0.05% new Timeline XDQQ 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: 10,976 shares; 2024Q4: 10,903 shares; 2025Q1: 10,886 shares; 2025Q2: 10,714 shares; 2025Q3: 9,811 shares; 2025Q4: 8,570 shares; 2026Q1: 8,290 shares; 2026Q2: 8,514 shares 8,514 $347K 0.05% +224 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 10,287 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,116 shares 10,116 $344K 0.05% new 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: 7,836 shares; 2026Q1: 7,836 shares; 2026Q2: 7,836 shares 7,836 $343K 0.05% 0 Timeline XUSP 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: 7,480 shares; 2024Q4: 7,633 shares; 2025Q1: 5,963 shares; 2025Q2: 5,963 shares; 2025Q3: 7,895 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 6,480 shares 6,480 $341K 0.05% -1,423 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,719 shares; 2025Q1: 2,750 shares; 2025Q2: 2,435 shares; 2025Q3: 2,495 shares; 2025Q4: 2,452 shares; 2026Q1: 2,467 shares; 2026Q2: 2,480 shares 2,480 $339K 0.05% +13 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: 2,621 shares; 2024Q4: 2,738 shares; 2025Q1: 2,620 shares; 2025Q2: 6,831 shares; 2025Q3: 11,542 shares; 2025Q4: 13,883 shares; 2026Q1: 18,391 shares; 2026Q2: 3,736 shares 3,736 $339K 0.05% -14,655 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 8,318 shares; 2025Q1: 10,025 shares; 2025Q2: 8,874 shares; 2025Q3: 10,005 shares; 2025Q4: 6,179 shares; 2026Q1: 5,575 shares; 2026Q2: 4,400 shares 4,400 $338K 0.05% -1,175 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: 1,093 shares; 2026Q1: 1,394 shares; 2026Q2: 1,370 shares 1,370 $337K 0.05% -24 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,851 shares; 2024Q4: 5,713 shares; 2025Q1: 5,744 shares; 2025Q2: 5,719 shares; 2025Q3: 5,176 shares; 2025Q4: 5,123 shares; 2026Q1: 5,089 shares; 2026Q2: 5,157 shares 5,157 $334K 0.05% +68 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 3,463 shares; 2025Q1: 3,719 shares; 2025Q2: 2,992 shares; 2025Q3: 2,959 shares; 2025Q4: 3,049 shares; 2026Q1: 3,004 shares; 2026Q2: 2,307 shares 2,307 $334K 0.05% -697 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,194 shares; 2024Q4: 6,130 shares; 2025Q1: 5,961 shares; 2025Q2: 5,844 shares; 2025Q3: 4,716 shares; 2025Q4: 4,399 shares; 2026Q1: 4,355 shares; 2026Q2: 3,653 shares 3,653 $333K 0.05% -702 Timeline UAPR 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: 9,489 shares 9,489 $333K 0.05% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 3,340 shares; 2025Q1: 3,483 shares; 2025Q2: 2,888 shares; 2025Q3: 2,923 shares; 2025Q4: 4,445 shares; 2026Q1: 4,414 shares; 2026Q2: 4,225 shares 4,225 $331K 0.05% -189 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 3,350 shares; 2025Q1: 3,310 shares; 2025Q2: 2,978 shares; 2025Q3: 2,353 shares; 2025Q4: 2,166 shares; 2026Q1: 1,634 shares; 2026Q2: 1,186 shares 1,186 $330K 0.05% -448 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: 2,368 shares; 2024Q4: 3,264 shares; 2025Q1: 3,286 shares; 2025Q2: 2,586 shares; 2025Q3: 2,633 shares; 2025Q4: 2,517 shares; 2026Q1: 2,363 shares; 2026Q2: 2,096 shares 2,096 $328K 0.05% -267 Timeline SPTL 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: 18,866 shares; 2024Q4: 18,810 shares; 2025Q1: 21,109 shares; 2025Q2: 16,329 shares; 2025Q3: 14,573 shares; 2025Q4: 13,262 shares; 2026Q1: 13,340 shares; 2026Q2: 12,244 shares 12,244 $321K 0.05% -1,096 Timeline TJUL 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: 19,837 shares; 2024Q4: 24,107 shares; 2025Q1: 13,895 shares; 2025Q2: 13,763 shares; 2025Q3: 13,255 shares; 2025Q4: 12,891 shares; 2026Q1: 12,891 shares; 2026Q2: 10,588 shares 10,588 $320K 0.05% -2,303 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,598 shares; 2025Q4: 8,237 shares; 2026Q1: 8,274 shares; 2026Q2: 6,329 shares 6,329 $320K 0.05% -1,945 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,211 shares; 2026Q1: 18,155 shares; 2026Q2: 18,597 shares 18,597 $319K 0.05% +442 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 174 shares; 2026Q1: 173 shares; 2026Q2: 161 shares 161 $319K 0.05% -12 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: 12,104 shares; 2025Q2: 12,007 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares; 2026Q1: 8,255 shares; 2026Q2: 8,255 shares 8,255 $319K 0.05% 0 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,599 shares; 2024Q4: 8,000 shares; 2025Q1: 7,769 shares; 2025Q2: 7,540 shares; 2025Q3: 6,791 shares; 2025Q4: 6,897 shares; 2026Q1: 6,897 shares; 2026Q2: 6,092 shares 6,092 $315K 0.05% -805 Timeline APRJ 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: 11,575 shares; 2024Q4: 11,739 shares; 2025Q1: 11,907 shares; 2025Q2: 11,907 shares; 2025Q3: 12,205 shares; 2025Q4: 12,358 shares; 2026Q1: 12,358 shares; 2026Q2: 12,504 shares 12,504 $309K 0.05% +146 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: 1,078 shares; 2024Q4: 1,095 shares; 2025Q1: 1,235 shares; 2025Q2: 955 shares; 2025Q3: 895 shares; 2025Q4: 896 shares; 2026Q1: 897 shares; 2026Q2: 898 shares 898 $309K 0.05% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,803 shares; 2026Q1: 9,630 shares; 2026Q2: 9,477 shares 9,477 $303K 0.04% -153 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,558 shares; 2024Q4: 9,864 shares; 2025Q1: 9,447 shares; 2025Q2: 9,778 shares; 2025Q3: 11,321 shares; 2025Q4: 4,344 shares; 2026Q1: 4,470 shares; 2026Q2: 3,869 shares 3,869 $301K 0.04% -601 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,351 shares; 2025Q1: 9,047 shares; 2025Q2: 9,047 shares; 2025Q3: 8,554 shares; 2025Q4: 8,114 shares; 2026Q1: 6,453 shares; 2026Q2: 5,478 shares 5,478 $296K 0.04% -975 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: 1,359 shares; 2024Q4: 1,440 shares; 2025Q1: 1,134 shares; 2025Q2: 1,130 shares; 2025Q3: 1,012 shares; 2025Q4: 935 shares; 2026Q1: 934 shares; 2026Q2: 1,084 shares 1,084 $293K 0.04% +150 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares; 2026Q2: 2,828 shares 2,828 $293K 0.04% -89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $291K 0.04% new 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: 2,770 shares; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $286K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,052 shares; 2025Q1: 1,090 shares; 2025Q2: 1,062 shares; 2025Q3: 1,007 shares; 2025Q4: 992 shares; 2026Q1: 991 shares; 2026Q2: 908 shares 908 $286K 0.04% -83 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: 2,652 shares; 2024Q4: 2,101 shares; 2025Q1: 2,329 shares; 2025Q2: 2,349 shares; 2025Q3: 2,089 shares; 2025Q4: 2,485 shares; 2026Q1: 2,237 shares; 2026Q2: 2,095 shares 2,095 $284K 0.04% -142 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: not reported; 2025Q2: 4,949 shares; 2025Q3: 7,790 shares; 2025Q4: 7,934 shares; 2026Q1: 8,904 shares; 2026Q2: 5,447 shares 5,447 $280K 0.04% -3,457 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: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,408 shares; 2025Q3: 1,391 shares; 2025Q4: 1,154 shares; 2026Q1: 1,146 shares; 2026Q2: 889 shares 889 $267K 0.04% -257 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 4,939 shares; 2026Q1: 4,997 shares; 2026Q2: 4,380 shares 4,380 $263K 0.04% -617 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: 5,583 shares; 2024Q4: 8,213 shares; 2025Q1: 8,327 shares; 2025Q2: 7,408 shares; 2025Q3: 7,257 shares; 2025Q4: 5,936 shares; 2026Q1: 5,251 shares; 2026Q2: 5,193 shares 5,193 $257K 0.04% -58 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,577 shares; 2024Q4: 10,750 shares; 2025Q1: 11,167 shares; 2025Q2: 9,124 shares; 2025Q3: 10,186 shares; 2025Q4: 12,334 shares; 2026Q1: 11,894 shares; 2026Q2: 10,423 shares 10,423 $256K 0.04% -1,471 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,880 shares; 2024Q4: 4,624 shares; 2025Q1: 7,461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,608 shares; 2026Q1: 8,491 shares; 2026Q2: 5,293 shares 5,293 $255K 0.04% -3,198 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,145 shares; 2025Q1: 1,243 shares; 2025Q2: not reported; 2025Q3: 1,214 shares; 2025Q4: 1,683 shares; 2026Q1: 1,795 shares; 2026Q2: 1,684 shares 1,684 $255K 0.04% -111 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $254K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 2,056 shares 2,056 $253K 0.04% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 5,494 shares; 2025Q1: 5,318 shares; 2025Q2: 5,118 shares; 2025Q3: 4,914 shares; 2025Q4: 4,663 shares; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares 4,663 $253K 0.04% 0 Timeline KKR KKR & CO INC More: the full row for KKR & 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: 2,747 shares; 2026Q1: 2,776 shares; 2026Q2: 2,754 shares 2,754 $253K 0.04% -22 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,432 shares; 2025Q1: 2,429 shares; 2025Q2: 2,445 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $252K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,926 shares; 2025Q1: 18,728 shares; 2025Q2: 19,419 shares; 2025Q3: 17,996 shares; 2025Q4: 16,934 shares; 2026Q1: 9,485 shares; 2026Q2: 7,554 shares 7,554 $251K 0.04% -1,931 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: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,344 shares; 2025Q4: 1,207 shares; 2026Q1: 1,257 shares; 2026Q2: 1,320 shares 1,320 $250K 0.04% +63 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: 2,793 shares; 2024Q4: 2,713 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,403 shares; 2025Q4: 4,542 shares; 2026Q1: 4,697 shares; 2026Q2: 4,698 shares 4,698 $250K 0.04% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,049 shares; 2024Q4: 16,650 shares; 2025Q1: 7,241 shares; 2025Q2: 6,813 shares; 2025Q3: 6,757 shares; 2025Q4: 4,951 shares; 2026Q1: 4,049 shares; 2026Q2: 2,881 shares 2,881 $249K 0.04% -1,168 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 442 shares; 2026Q1: not reported; 2026Q2: 490 shares 490 $246K 0.04% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 5,373 shares; 2026Q1: 4,629 shares; 2026Q2: 3,645 shares 3,645 $245K 0.04% -984 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: 952 shares 952 $243K 0.04% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 771 shares; 2025Q1: 779 shares; 2025Q2: 788 shares; 2025Q3: 812 shares; 2025Q4: 701 shares; 2026Q1: 704 shares; 2026Q2: 707 shares 707 $241K 0.04% +3 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: 5,513 shares; 2024Q4: 3,259 shares; 2025Q1: 3,388 shares; 2025Q2: 4,452 shares; 2025Q3: 3,409 shares; 2025Q4: 2,970 shares; 2026Q1: 2,718 shares; 2026Q2: 2,248 shares 2,248 $239K 0.04% -470 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: 403 shares; 2025Q2: 355 shares; 2025Q3: 351 shares; 2025Q4: 373 shares; 2026Q1: 365 shares; 2026Q2: 316 shares 316 $239K 0.04% -49 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,595 shares; 2026Q1: not reported; 2026Q2: 3,473 shares 3,473 $238K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,537 shares; 2024Q4: 7,686 shares; 2025Q1: 9,214 shares; 2025Q2: 9,974 shares; 2025Q3: 10,188 shares; 2025Q4: 9,025 shares; 2026Q1: 9,271 shares; 2026Q2: 9,855 shares 9,855 $237K 0.04% +584 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,594 shares; 2024Q4: 8,300 shares; 2025Q1: 5,940 shares; 2025Q2: 5,925 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,767 shares 2,767 $234K 0.03% new 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: 5,756 shares; 2024Q4: 5,661 shares; 2025Q1: 4,847 shares; 2025Q2: 5,382 shares; 2025Q3: 5,139 shares; 2025Q4: 5,632 shares; 2026Q1: 5,585 shares; 2026Q2: 4,629 shares 4,629 $233K 0.03% -956 Timeline NAPR 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: 17,765 shares; 2025Q2: 10,273 shares; 2025Q3: 10,248 shares; 2025Q4: 10,374 shares; 2026Q1: 10,374 shares; 2026Q2: 3,927 shares 3,927 $232K 0.03% -6,447 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: 3,621 shares; 2024Q4: 2,642 shares; 2025Q1: 2,539 shares; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 1,738 shares; 2026Q1: 1,725 shares; 2026Q2: 1,808 shares 1,808 $232K 0.03% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 896 shares; 2026Q1: not reported; 2026Q2: 951 shares 951 $231K 0.03% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares; 2026Q2: 3,139 shares 3,139 $230K 0.03% -111 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,414 shares; 2025Q2: 31,585 shares; 2025Q3: 34,774 shares; 2025Q4: 18,096 shares; 2026Q1: 10,142 shares; 2026Q2: 4,904 shares 4,904 $230K 0.03% -5,238 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,624 shares; 2025Q4: not reported; 2026Q1: 4,442 shares; 2026Q2: 4,834 shares 4,834 $229K 0.03% +392 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 2,576 shares; 2025Q2: 2,588 shares; 2025Q3: 1,577 shares; 2025Q4: not reported; 2026Q1: 2,222 shares; 2026Q2: 1,964 shares 1,964 $224K 0.03% -258 Timeline QUS 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: 1,180 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,194 shares 1,194 $223K 0.03% +6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $220K 0.03% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 628 shares 628 $220K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $219K 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: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 642 shares 642 $215K 0.03% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 2,261 shares; 2026Q1: not reported; 2026Q2: 2,261 shares 2,261 $214K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,468 shares; 2024Q4: 3,851 shares; 2025Q1: 3,769 shares; 2025Q2: 3,314 shares; 2025Q3: 2,606 shares; 2025Q4: 2,451 shares; 2026Q1: 1,750 shares; 2026Q2: 1,184 shares 1,184 $210K 0.03% -566 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 3,176 shares 3,176 $210K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $209K 0.03% new Timeline IDEV 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: 2,339 shares 2,339 $208K 0.03% new Timeline SPMD 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: 3,258 shares; 2026Q1: not reported; 2026Q2: 3,081 shares 3,081 $208K 0.03% 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: 1,490 shares 1,490 $208K 0.03% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,833 shares; 2025Q1: not reported; 2025Q2: 4,067 shares; 2025Q3: 3,972 shares; 2025Q4: 3,987 shares; 2026Q1: not reported; 2026Q2: 3,315 shares 3,315 $208K 0.03% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 2,296 shares 2,296 $206K 0.03% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,370 shares; 2024Q4: 10,056 shares; 2025Q1: 9,062 shares; 2025Q2: 9,625 shares; 2025Q3: 9,371 shares; 2025Q4: 9,378 shares; 2026Q1: 9,225 shares; 2026Q2: 7,991 shares 7,991 $204K 0.03% -1,234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $203K 0.03% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,716 shares 4,716 $200K 0.03% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,210 shares 1,210 $200K 0.03% new Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 558 shares; 2026Q2: 965 shares 965 $168K 0.02% +407 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI 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: 12,848 shares; 2025Q4: 12,848 shares; 2026Q1: 12,848 shares; 2026Q2: 12,848 shares 12,848 $161K 0.02% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,396 shares; 2025Q1: 14,396 shares; 2025Q2: 14,466 shares; 2025Q3: 14,396 shares; 2025Q4: 14,396 shares; 2026Q1: 14,396 shares; 2026Q2: 14,396 shares 14,396 $126K 0.02% 0 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,938 shares; 2024Q4: 11,783 shares; 2025Q1: 12,119 shares; 2025Q2: 15,461 shares; 2025Q3: 15,572 shares; 2025Q4: 15,489 shares; 2026Q1: 14,436 shares; 2026Q2: 12,351 shares 12,351 $80.3K 0.01% -2,085 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $67.9K 0.01% 0 Timeline