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: 149,951 shares; 2024Q4: 200,437 shares; 2025Q1: 243,925 shares; 2025Q2: 208,559 shares; 2025Q3: 219,303 shares; 2025Q4: 227,302 shares; 2026Q1: 249,970 shares; 2026Q2: 290,177 shares 290,177 $25.5M 9.11% +40,207 Timeline PSFF 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: 671,392 shares; 2024Q4: 566,347 shares; 2025Q1: 575,854 shares; 2025Q2: 574,834 shares; 2025Q3: 573,269 shares; 2025Q4: 578,197 shares; 2026Q1: 596,870 shares; 2026Q2: 609,086 shares 609,086 $20.8M 7.42% +12,216 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: 108,467 shares; 2024Q4: 180,908 shares; 2025Q1: 203,332 shares; 2025Q2: 166,715 shares; 2025Q3: 177,730 shares; 2025Q4: 181,937 shares; 2026Q1: 191,494 shares; 2026Q2: 206,301 shares 206,301 $14.7M 5.25% +14,807 Timeline ACIO 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: 78,821 shares; 2024Q4: 149,000 shares; 2025Q1: 191,218 shares; 2025Q2: 181,346 shares; 2025Q3: 178,508 shares; 2025Q4: 192,796 shares; 2026Q1: 206,200 shares; 2026Q2: 227,941 shares 227,941 $10.6M 3.77% +21,741 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,966 shares; 2025Q1: 3,222 shares; 2025Q2: 3,767 shares; 2025Q3: 4,386 shares; 2025Q4: 5,694 shares; 2026Q1: 8,430 shares; 2026Q2: 10,843 shares 10,843 $7.45M 2.66% +2,413 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,271 shares; 2025Q1: 2,923 shares; 2025Q2: 5,004 shares; 2025Q3: 6,999 shares; 2025Q4: 10,784 shares; 2026Q1: 14,089 shares; 2026Q2: 19,518 shares 19,518 $7.22M 2.57% +5,429 Timeline BKAG 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: 41,806 shares; 2024Q4: 89,508 shares; 2025Q1: 115,299 shares; 2025Q2: 110,736 shares; 2025Q3: 114,905 shares; 2025Q4: 135,976 shares; 2026Q1: 146,567 shares; 2026Q2: 169,814 shares 169,814 $7.19M 2.56% +23,247 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,437 shares; 2025Q1: 5,109 shares; 2025Q2: 5,410 shares; 2025Q3: 6,909 shares; 2025Q4: 7,331 shares; 2026Q1: 7,479 shares; 2026Q2: 9,158 shares 9,158 $6.83M 2.44% +1,679 Timeline DRSK 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: 81,394 shares; 2024Q4: 117,568 shares; 2025Q1: 170,321 shares; 2025Q2: 178,927 shares; 2025Q3: 176,311 shares; 2025Q4: 198,628 shares; 2026Q1: 203,026 shares; 2026Q2: 211,055 shares 211,055 $6.12M 2.18% +8,029 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: 18,603 shares; 2025Q1: 21,993 shares; 2025Q2: 19,331 shares; 2025Q3: 20,855 shares; 2025Q4: 21,750 shares; 2026Q1: 23,537 shares; 2026Q2: 26,529 shares 26,529 $5.66M 2.02% +2,992 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: 13,465 shares; 2024Q4: 11,497 shares; 2025Q1: 11,640 shares; 2025Q2: 15,939 shares; 2025Q3: 11,403 shares; 2025Q4: 13,888 shares; 2026Q1: 15,040 shares; 2026Q2: 17,099 shares 17,099 $4.95M 1.76% +2,059 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: 13,052 shares; 2024Q4: 9,112 shares; 2025Q1: 7,296 shares; 2025Q2: 4,522 shares; 2025Q3: 3,706 shares; 2025Q4: 4,313 shares; 2026Q1: 5,162 shares; 2026Q2: 6,402 shares 6,402 $4.79M 1.71% +1,240 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,555 shares; 2025Q1: 13,366 shares; 2025Q2: 12,049 shares; 2025Q3: 13,265 shares; 2025Q4: 13,456 shares; 2026Q1: 14,144 shares; 2026Q2: 15,652 shares 15,652 $4.75M 1.7% +1,508 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: 23,868 shares; 2025Q1: 31,941 shares; 2025Q2: 51,183 shares; 2025Q3: 77,038 shares; 2025Q4: 90,791 shares; 2026Q1: 99,857 shares; 2026Q2: 140,462 shares 140,462 $4.45M 1.59% +40,605 Timeline UPSD 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: 65,478 shares; 2025Q2: 109,176 shares; 2025Q3: 115,361 shares; 2025Q4: 119,379 shares; 2026Q1: 129,631 shares; 2026Q2: 150,341 shares 150,341 $4.25M 1.52% +20,710 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: 22,051 shares; 2024Q4: 24,498 shares; 2025Q1: 19,554 shares; 2025Q2: 22,758 shares; 2025Q3: 20,469 shares; 2025Q4: 20,853 shares; 2026Q1: 20,204 shares; 2026Q2: 20,785 shares 20,785 $4.16M 1.48% +581 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: 43,262 shares; 2024Q4: 63,847 shares; 2025Q1: 92,650 shares; 2025Q2: 109,802 shares; 2025Q3: 121,790 shares; 2025Q4: 135,909 shares; 2026Q1: 133,140 shares; 2026Q2: 118,434 shares 118,434 $3.94M 1.41% -14,706 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: 2,785 shares; 2025Q1: 6,761 shares; 2025Q2: 9,402 shares; 2025Q3: 10,850 shares; 2025Q4: 11,254 shares; 2026Q1: 11,969 shares; 2026Q2: 12,868 shares 12,868 $3.9M 1.39% +899 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,809 shares; 2024Q4: 13,105 shares; 2025Q1: 51,371 shares; 2025Q2: 68,223 shares; 2025Q3: 67,371 shares; 2025Q4: 75,944 shares; 2026Q1: 73,982 shares; 2026Q2: 78,416 shares 78,416 $3.88M 1.38% +4,434 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,128 shares; 2025Q1: 7,939 shares; 2025Q2: 10,093 shares; 2025Q3: 8,089 shares; 2025Q4: 10,327 shares; 2026Q1: 12,761 shares; 2026Q2: 14,946 shares 14,946 $3.57M 1.27% +2,185 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,192 shares; 2024Q4: 81,592 shares; 2025Q1: 72,800 shares; 2025Q2: 49,677 shares; 2025Q3: 51,705 shares; 2025Q4: 51,829 shares; 2026Q1: 53,576 shares; 2026Q2: 58,036 shares 58,036 $3.47M 1.24% +4,460 Timeline OSCV 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: 19,623 shares; 2024Q4: 43,377 shares; 2025Q1: 59,799 shares; 2025Q2: 58,493 shares; 2025Q3: 62,931 shares; 2025Q4: 66,277 shares; 2026Q1: 71,421 shares; 2026Q2: 82,016 shares 82,016 $3.47M 1.24% +10,595 Timeline ADME 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: 19,605 shares; 2024Q4: 39,574 shares; 2025Q1: 49,288 shares; 2025Q2: 45,428 shares; 2025Q3: 45,181 shares; 2025Q4: 49,304 shares; 2026Q1: 53,799 shares; 2026Q2: 61,187 shares 61,187 $3.43M 1.22% +7,388 Timeline FRDM 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: not reported; 2024Q4: not reported; 2025Q1: 30,358 shares; 2025Q2: 44,870 shares; 2025Q3: 47,426 shares; 2025Q4: 47,497 shares; 2026Q1: 48,289 shares; 2026Q2: 46,045 shares 46,045 $3.36M 1.2% -2,244 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: 128,562 shares; 2024Q4: 90,621 shares; 2025Q1: 78,756 shares; 2025Q2: 61,590 shares; 2025Q3: 45,105 shares; 2025Q4: 44,146 shares; 2026Q1: 43,832 shares; 2026Q2: 60,998 shares 60,998 $2.81M 1% +17,166 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,814 shares; 2024Q4: 21,118 shares; 2025Q1: 26,996 shares; 2025Q2: 34,555 shares; 2025Q3: 49,082 shares; 2025Q4: 50,485 shares; 2026Q1: 52,456 shares; 2026Q2: 66,659 shares 66,659 $2.79M 1% +14,203 Timeline DUBS 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: 18,557 shares; 2024Q4: 40,876 shares; 2025Q1: 54,485 shares; 2025Q2: 51,322 shares; 2025Q3: 54,677 shares; 2025Q4: 56,056 shares; 2026Q1: 60,657 shares; 2026Q2: 66,814 shares 66,814 $2.79M 0.99% +6,157 Timeline IDUB 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: 26,879 shares; 2024Q4: 62,851 shares; 2025Q1: 84,423 shares; 2025Q2: 75,128 shares; 2025Q3: 83,868 shares; 2025Q4: 86,998 shares; 2026Q1: 92,785 shares; 2026Q2: 101,148 shares 101,148 $2.79M 0.99% +8,363 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,713 shares; 2025Q2: 1,982 shares; 2025Q3: 799 shares; 2025Q4: 1,412 shares; 2026Q1: 2,327 shares; 2026Q2: 3,694 shares 3,694 $2.72M 0.97% +1,367 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,595 shares; 2025Q1: 5,099 shares; 2025Q2: 5,702 shares; 2025Q3: 4,751 shares; 2025Q4: 5,384 shares; 2026Q1: 5,951 shares; 2026Q2: 7,173 shares 7,173 $2.7M 0.96% +1,222 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: 1,954 shares; 2025Q1: 2,392 shares; 2025Q2: 3,032 shares; 2025Q3: 3,911 shares; 2025Q4: 3,807 shares; 2026Q1: 3,867 shares; 2026Q2: 3,886 shares 3,886 $2.54M 0.91% +19 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,204 shares; 2025Q1: 1,327 shares; 2025Q2: 1,534 shares; 2025Q3: 1,996 shares; 2025Q4: 1,990 shares; 2026Q1: 2,127 shares; 2026Q2: 18,840 shares 18,840 $2.25M 0.8% +16,713 Timeline SCHP 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: 20,407 shares; 2025Q3: 66,233 shares; 2025Q4: 75,494 shares; 2026Q1: 76,674 shares; 2026Q2: 81,181 shares 81,181 $2.17M 0.77% +4,507 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,683 shares; 2026Q2: 25,152 shares 25,152 $2.15M 0.77% +20,469 Timeline JUCY 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: 98,748 shares; 2024Q4: 124,729 shares; 2025Q1: 80,933 shares; 2025Q2: 73,469 shares; 2025Q3: 72,451 shares; 2025Q4: 89,225 shares; 2026Q1: 91,716 shares; 2026Q2: 95,996 shares 95,996 $2.13M 0.76% +4,280 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: not reported; 2024Q4: 5,598 shares; 2025Q1: 4,730 shares; 2025Q2: 3,916 shares; 2025Q3: 4,040 shares; 2025Q4: 3,904 shares; 2026Q1: 3,736 shares; 2026Q2: 22,766 shares 22,766 $1.96M 0.7% +19,030 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: 35,982 shares; 2024Q4: 20,031 shares; 2025Q1: 17,723 shares; 2025Q2: 15,790 shares; 2025Q3: 14,617 shares; 2025Q4: 14,313 shares; 2026Q1: 14,469 shares; 2026Q2: 13,778 shares 13,778 $1.89M 0.68% -691 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: 3,754 shares; 2025Q2: 5,459 shares; 2025Q3: 4,650 shares; 2025Q4: 5,353 shares; 2026Q1: 4,902 shares; 2026Q2: 5,261 shares 5,261 $1.88M 0.67% +359 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: 62,825 shares; 2024Q4: 35,545 shares; 2025Q1: 31,718 shares; 2025Q2: 31,765 shares; 2025Q3: 36,423 shares; 2025Q4: 35,069 shares; 2026Q1: 27,884 shares; 2026Q2: 26,511 shares 26,511 $1.8M 0.64% -1,373 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,744 shares; 2025Q3: 12,158 shares; 2025Q4: 38,836 shares; 2026Q1: 51,083 shares; 2026Q2: 45,276 shares 45,276 $1.65M 0.59% -5,807 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,424 shares; 2025Q1: 4,921 shares; 2025Q2: 7,312 shares; 2025Q3: 7,274 shares; 2025Q4: 9,850 shares; 2026Q1: 8,768 shares; 2026Q2: 6,819 shares 6,819 $1.55M 0.55% -1,949 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,550 shares; 2025Q1: 1,981 shares; 2025Q2: 2,194 shares; 2025Q3: 1,751 shares; 2025Q4: 2,181 shares; 2026Q1: 2,544 shares; 2026Q2: 3,025 shares 3,025 $1.51M 0.54% +481 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,789 shares; 2024Q4: 10,174 shares; 2025Q1: 8,711 shares; 2025Q2: 7,266 shares; 2025Q3: 6,689 shares; 2025Q4: 6,934 shares; 2026Q1: 7,228 shares; 2026Q2: 6,293 shares 6,293 $1.37M 0.49% -935 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,186 shares; 2025Q3: 62,112 shares; 2025Q4: 62,223 shares; 2026Q1: 62,242 shares; 2026Q2: 60,953 shares 60,953 $1.35M 0.48% -1,289 Timeline BUFF 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: 5,616 shares; 2025Q3: 9,958 shares; 2025Q4: 14,839 shares; 2026Q1: 16,874 shares; 2026Q2: 25,455 shares 25,455 $1.34M 0.48% +8,581 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,390 shares 7,390 $1.32M 0.47% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,799 shares; 2026Q1: 15,364 shares; 2026Q2: 18,703 shares 18,703 $1.31M 0.47% +3,339 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: 30,594 shares; 2024Q4: 27,561 shares; 2025Q1: 25,121 shares; 2025Q2: 26,354 shares; 2025Q3: 21,205 shares; 2025Q4: 20,409 shares; 2026Q1: 52,792 shares; 2026Q2: 56,230 shares 56,230 $1.28M 0.46% +3,438 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: not reported; 2024Q4: not reported; 2025Q1: 509 shares; 2025Q2: 318 shares; 2025Q3: 302 shares; 2025Q4: 680 shares; 2026Q1: 1,002 shares; 2026Q2: 1,308 shares 1,308 $1.22M 0.44% +306 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,293 shares; 2025Q1: 1,805 shares; 2025Q2: 2,032 shares; 2025Q3: 1,405 shares; 2025Q4: 1,738 shares; 2026Q1: 1,898 shares; 2026Q2: 2,143 shares 2,143 $1.21M 0.43% +245 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: 11,741 shares; 2024Q4: 12,027 shares; 2025Q1: 13,184 shares; 2025Q2: 14,369 shares; 2025Q3: 12,158 shares; 2025Q4: 13,549 shares; 2026Q1: 10,952 shares; 2026Q2: 10,523 shares 10,523 $1.19M 0.43% -429 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: 24,326 shares; 2024Q4: 14,801 shares; 2025Q1: 12,451 shares; 2025Q2: 25,062 shares; 2025Q3: 21,130 shares; 2025Q4: 25,148 shares; 2026Q1: 16,054 shares; 2026Q2: 14,346 shares 14,346 $1.19M 0.42% -1,708 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 1,968 shares; 2025Q2: 2,224 shares; 2025Q3: 1,774 shares; 2025Q4: 2,224 shares; 2026Q1: 2,453 shares; 2026Q2: 2,768 shares 2,768 $1.16M 0.41% +315 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: 29,179 shares; 2024Q4: 31,328 shares; 2025Q1: 22,216 shares; 2025Q2: 14,039 shares; 2025Q3: 11,551 shares; 2025Q4: 11,083 shares; 2026Q1: 11,637 shares; 2026Q2: 12,294 shares 12,294 $1.16M 0.41% +657 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,453 shares; 2025Q3: 2,450 shares; 2025Q4: 2,866 shares; 2026Q1: 9,432 shares; 2026Q2: 22,609 shares 22,609 $1.16M 0.41% +13,177 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,491 shares; 2025Q1: 2,448 shares; 2025Q2: 1,664 shares; 2025Q3: 1,378 shares; 2025Q4: 1,476 shares; 2026Q1: 1,516 shares; 2026Q2: 2,933 shares 2,933 $1.11M 0.4% +1,417 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 2,548 shares; 2025Q4: 3,763 shares; 2026Q1: 4,651 shares; 2026Q2: 7,124 shares 7,124 $992K 0.35% +2,473 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: not reported; 2024Q4: 1,964 shares; 2025Q1: 3,544 shares; 2025Q2: 3,360 shares; 2025Q3: 2,449 shares; 2025Q4: 2,525 shares; 2026Q1: 2,653 shares; 2026Q2: 2,864 shares 2,864 $984K 0.35% +211 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: 10,645 shares; 2025Q3: 24,630 shares; 2025Q4: 25,181 shares; 2026Q1: 25,031 shares; 2026Q2: 18,395 shares 18,395 $970K 0.35% -6,636 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,269 shares; 2025Q1: 4,823 shares; 2025Q2: 4,131 shares; 2025Q3: 2,865 shares; 2025Q4: 3,005 shares; 2026Q1: 2,985 shares; 2026Q2: 2,930 shares 2,930 $961K 0.34% -55 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: 19,539 shares; 2026Q2: 26,147 shares 26,147 $957K 0.34% +6,608 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: not reported; 2024Q4: 1,120 shares; 2025Q1: 2,430 shares; 2025Q2: 2,740 shares; 2025Q3: 2,467 shares; 2025Q4: 2,580 shares; 2026Q1: 2,499 shares; 2026Q2: 2,502 shares 2,502 $922K 0.33% +3 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,870 shares; 2025Q2: 5,134 shares; 2025Q3: 5,209 shares; 2025Q4: 5,535 shares; 2026Q1: 6,252 shares; 2026Q2: 9,149 shares 9,149 $892K 0.32% +2,897 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: 24,273 shares; 2024Q4: 21,038 shares; 2025Q1: 18,742 shares; 2025Q2: 18,770 shares; 2025Q3: 17,888 shares; 2025Q4: 17,517 shares; 2026Q1: 17,790 shares; 2026Q2: 18,109 shares 18,109 $877K 0.31% +319 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,791 shares; 2025Q1: 12,282 shares; 2025Q2: 12,251 shares; 2025Q3: 10,443 shares; 2025Q4: 12,319 shares; 2026Q1: 13,378 shares; 2026Q2: 15,514 shares 15,514 $864K 0.31% +2,136 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,583 shares; 2025Q3: 7,234 shares; 2025Q4: 11,112 shares; 2026Q1: 13,480 shares; 2026Q2: 16,973 shares 16,973 $856K 0.31% +3,493 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: 36,043 shares; 2024Q4: 53,830 shares; 2025Q1: 44,559 shares; 2025Q2: 37,267 shares; 2025Q3: 37,722 shares; 2025Q4: 33,457 shares; 2026Q1: 33,599 shares; 2026Q2: 36,446 shares 36,446 $843K 0.3% +2,847 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: 14,609 shares; 2024Q4: 12,505 shares; 2025Q1: 11,146 shares; 2025Q2: 11,173 shares; 2025Q3: 10,699 shares; 2025Q4: 10,501 shares; 2026Q1: 10,461 shares; 2026Q2: 10,663 shares 10,663 $831K 0.3% +202 Timeline PGF 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: 38,599 shares; 2025Q2: 58,141 shares; 2025Q3: 54,638 shares; 2025Q4: 61,425 shares; 2026Q1: 51,404 shares; 2026Q2: 59,866 shares 59,866 $829K 0.3% +8,462 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,367 shares; 2025Q1: 1,458 shares; 2025Q2: 1,560 shares; 2025Q3: 1,563 shares; 2025Q4: 1,761 shares; 2026Q1: 2,173 shares; 2026Q2: 2,265 shares 2,265 $801K 0.29% +92 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 802 shares; 2025Q1: 964 shares; 2025Q2: 1,370 shares; 2025Q3: 1,847 shares; 2025Q4: 2,002 shares; 2026Q1: 1,951 shares; 2026Q2: 2,670 shares 2,670 $798K 0.28% +719 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,183 shares; 2025Q1: 3,778 shares; 2025Q2: 4,438 shares; 2025Q3: 5,913 shares; 2025Q4: 6,395 shares; 2026Q1: 6,614 shares; 2026Q2: 8,021 shares 8,021 $788K 0.28% +1,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,896 shares; 2025Q4: 9,198 shares; 2026Q1: 10,315 shares; 2026Q2: 13,520 shares 13,520 $763K 0.27% +3,205 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: 8,072 shares; 2026Q2: 9,714 shares 9,714 $739K 0.26% +1,642 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,119 shares 14,119 $714K 0.25% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,117 shares; 2026Q2: 13,845 shares 13,845 $697K 0.25% +728 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,045 shares; 2025Q2: 3,506 shares; 2025Q3: 4,864 shares; 2025Q4: 10,518 shares; 2026Q1: 11,119 shares; 2026Q2: 15,362 shares 15,362 $696K 0.25% +4,243 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,581 shares; 2026Q2: 3,776 shares 3,776 $667K 0.24% +195 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,774 shares; 2025Q3: 2,611 shares; 2025Q4: 3,262 shares; 2026Q1: 3,303 shares; 2026Q2: 5,503 shares 5,503 $655K 0.23% +2,200 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: 1,073 shares; 2026Q1: 637 shares; 2026Q2: 565 shares 565 $652K 0.23% -72 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,219 shares; 2025Q2: 28,660 shares; 2025Q3: 31,844 shares; 2025Q4: 24,536 shares; 2026Q1: 24,257 shares; 2026Q2: 23,248 shares 23,248 $651K 0.23% -1,009 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,060 shares; 2024Q4: 43,952 shares; 2025Q1: 44,742 shares; 2025Q2: 45,389 shares; 2025Q3: 46,731 shares; 2025Q4: 45,857 shares; 2026Q1: 46,606 shares; 2026Q2: 46,183 shares 46,183 $642K 0.23% -423 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,676 shares 21,676 $608K 0.22% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,957 shares; 2025Q4: 7,536 shares; 2026Q1: 10,177 shares; 2026Q2: 11,623 shares 11,623 $602K 0.21% +1,446 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,290 shares; 2024Q4: 20,992 shares; 2025Q1: 16,491 shares; 2025Q2: 15,148 shares; 2025Q3: 14,083 shares; 2025Q4: 13,862 shares; 2026Q1: 15,405 shares; 2026Q2: 14,648 shares 14,648 $586K 0.21% -757 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,321 shares; 2025Q2: 13,071 shares; 2025Q3: 13,098 shares; 2025Q4: 21,847 shares; 2026Q1: 26,718 shares; 2026Q2: 21,389 shares 21,389 $586K 0.21% -5,329 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,964 shares; 2024Q4: 9,579 shares; 2025Q1: 8,530 shares; 2025Q2: 7,654 shares; 2025Q3: 6,434 shares; 2025Q4: 6,347 shares; 2026Q1: 6,020 shares; 2026Q2: 6,072 shares 6,072 $580K 0.21% +52 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,489 shares; 2025Q3: 3,495 shares; 2025Q4: 3,895 shares; 2026Q1: 3,938 shares; 2026Q2: 5,410 shares 5,410 $579K 0.21% +1,472 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 2,317 shares; 2025Q4: 2,736 shares; 2026Q1: 2,977 shares; 2026Q2: 3,303 shares 3,303 $544K 0.19% +326 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: 2,111 shares; 2025Q2: 2,229 shares; 2025Q3: 1,719 shares; 2025Q4: 1,902 shares; 2026Q1: 2,091 shares; 2026Q2: 2,478 shares 2,478 $543K 0.19% +387 Timeline SFLR 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: 13,904 shares 13,904 $536K 0.19% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 919 shares; 2025Q2: 1,057 shares; 2025Q3: 847 shares; 2025Q4: 920 shares; 2026Q1: 970 shares; 2026Q2: 1,132 shares 1,132 $530K 0.19% +162 Timeline VMBS 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: 17,601 shares; 2024Q4: 15,472 shares; 2025Q1: 13,962 shares; 2025Q2: 13,400 shares; 2025Q3: 12,008 shares; 2025Q4: 11,253 shares; 2026Q1: 11,054 shares; 2026Q2: 11,250 shares 11,250 $527K 0.19% +196 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: 26,176 shares; 2024Q4: 17,435 shares; 2025Q1: 14,750 shares; 2025Q2: 9,093 shares; 2025Q3: 1,872 shares; 2025Q4: not reported; 2026Q1: 4,119 shares; 2026Q2: 4,197 shares 4,197 $522K 0.19% +78 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,755 shares; 2025Q2: 1,702 shares; 2025Q3: 1,185 shares; 2025Q4: 1,162 shares; 2026Q1: 1,096 shares; 2026Q2: 709 shares 709 $513K 0.18% -387 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 476 shares; 2025Q4: 2,705 shares; 2026Q1: 3,420 shares; 2026Q2: 5,102 shares 5,102 $509K 0.18% +1,682 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: 20,740 shares; 2025Q3: 20,116 shares; 2025Q4: 19,697 shares; 2026Q1: 19,978 shares; 2026Q2: 11,589 shares 11,589 $500K 0.18% -8,389 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 3,410 shares; 2025Q2: 4,754 shares; 2025Q3: 3,347 shares; 2025Q4: 3,562 shares; 2026Q1: 3,373 shares; 2026Q2: 2,810 shares 2,810 $497K 0.18% -563 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,654 shares; 2025Q1: 2,657 shares; 2025Q2: 2,670 shares; 2025Q3: 2,671 shares; 2025Q4: 2,673 shares; 2026Q1: 2,077 shares; 2026Q2: 2,089 shares 2,089 $479K 0.17% +12 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,212 shares; 2025Q1: 1,781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,743 shares; 2026Q1: 2,620 shares; 2026Q2: 2,982 shares 2,982 $471K 0.17% +362 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,209 shares; 2025Q1: 2,119 shares; 2025Q2: 2,027 shares; 2025Q3: 1,967 shares; 2025Q4: 1,879 shares; 2026Q1: 1,638 shares; 2026Q2: 1,614 shares 1,614 $469K 0.17% -24 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,044 shares; 2026Q1: 4,259 shares; 2026Q2: 4,832 shares 4,832 $466K 0.17% +573 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: 375 shares; 2025Q4: 441 shares; 2026Q1: 411 shares; 2026Q2: 381 shares 381 $457K 0.16% -30 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,401 shares; 2026Q2: 11,397 shares 11,397 $457K 0.16% +2,996 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: 25,570 shares; 2024Q4: 17,649 shares; 2025Q1: 12,782 shares; 2025Q2: 13,494 shares; 2025Q3: 9,952 shares; 2025Q4: 5,812 shares; 2026Q1: 5,584 shares; 2026Q2: 2,077 shares 2,077 $455K 0.16% -3,507 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: not reported; 2025Q1: not reported; 2025Q2: 2,682 shares; 2025Q3: 2,507 shares; 2025Q4: 3,944 shares; 2026Q1: 4,006 shares; 2026Q2: 2,814 shares 2,814 $455K 0.16% -1,192 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: 3,801 shares; 2026Q1: 5,872 shares; 2026Q2: 6,708 shares 6,708 $453K 0.16% +836 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,796 shares; 2025Q1: 8,988 shares; 2025Q2: 11,759 shares; 2025Q3: 8,871 shares; 2025Q4: 9,829 shares; 2026Q1: 11,266 shares; 2026Q2: 15,789 shares 15,789 $448K 0.16% +4,523 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: not reported; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 1,209 shares; 2026Q2: 5,522 shares 5,522 $445K 0.16% +4,313 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,435 shares; 2025Q1: 4,388 shares; 2025Q2: 4,988 shares; 2025Q3: 4,932 shares; 2025Q4: 4,935 shares; 2026Q1: 5,215 shares; 2026Q2: 5,376 shares 5,376 $444K 0.16% +161 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: 56,057 shares; 2024Q4: 35,611 shares; 2025Q1: 30,589 shares; 2025Q2: 33,935 shares; 2025Q3: 24,717 shares; 2025Q4: 21,146 shares; 2026Q1: 15,500 shares; 2026Q2: 5,608 shares 5,608 $429K 0.15% -9,892 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 815 shares; 2026Q2: 820 shares 820 $426K 0.15% +5 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,643 shares; 2026Q2: 1,961 shares 1,961 $425K 0.15% +318 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,270 shares; 2026Q2: 17,814 shares 17,814 $422K 0.15% +2,544 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: not reported; 2024Q4: 6,366 shares; 2025Q1: 5,657 shares; 2025Q2: 5,813 shares; 2025Q3: 5,468 shares; 2025Q4: 5,363 shares; 2026Q1: 5,316 shares; 2026Q2: 5,403 shares 5,403 $414K 0.15% +87 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,058 shares; 2025Q3: 5,205 shares; 2025Q4: 4,747 shares; 2026Q1: 5,216 shares; 2026Q2: 4,080 shares 4,080 $409K 0.15% -1,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares; 2026Q2: 1,186 shares 1,186 $408K 0.15% +154 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: not reported; 2024Q4: 6,477 shares; 2025Q1: 5,754 shares; 2025Q2: 6,226 shares; 2025Q3: 5,904 shares; 2025Q4: 5,812 shares; 2026Q1: 5,782 shares; 2026Q2: 5,892 shares 5,892 $406K 0.14% +110 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: 3,887 shares; 2026Q2: 4,525 shares 4,525 $403K 0.14% +638 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: 2,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 1,215 shares; 2026Q2: 1,333 shares 1,333 $400K 0.14% +118 Timeline VT 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: 2,206 shares; 2026Q2: 2,549 shares 2,549 $400K 0.14% +343 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: not reported; 2025Q2: 14,656 shares; 2025Q3: 14,653 shares; 2025Q4: 13,074 shares; 2026Q1: 13,137 shares; 2026Q2: 8,754 shares 8,754 $399K 0.14% -4,383 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 607 shares; 2025Q3: 784 shares; 2025Q4: 802 shares; 2026Q1: 949 shares; 2026Q2: 979 shares 979 $388K 0.14% +30 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: not reported; 2024Q4: 6,499 shares; 2025Q1: 8,547 shares; 2025Q2: 8,245 shares; 2025Q3: 4,254 shares; 2025Q4: 4,235 shares; 2026Q1: 3,879 shares; 2026Q2: 3,879 shares 3,879 $374K 0.13% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,814 shares; 2026Q2: 4,101 shares 4,101 $369K 0.13% +1,287 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: 833 shares 833 $361K 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 1,233 shares; 2025Q4: 1,828 shares; 2026Q1: 2,301 shares; 2026Q2: 2,396 shares 2,396 $351K 0.13% +95 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 483 shares; 2025Q1: 300 shares; 2025Q2: 345 shares; 2025Q3: 253 shares; 2025Q4: 3,841 shares; 2026Q1: 4,525 shares; 2026Q2: 4,914 shares 4,914 $351K 0.13% +389 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,728 shares 5,728 $348K 0.12% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,175 shares; 2025Q1: 1,180 shares; 2025Q2: 1,456 shares; 2025Q3: 1,120 shares; 2025Q4: 1,657 shares; 2026Q1: 1,456 shares; 2026Q2: 1,008 shares 1,008 $346K 0.12% -448 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,728 shares; 2025Q2: 14,453 shares; 2025Q3: 14,478 shares; 2025Q4: 13,913 shares; 2026Q1: 13,865 shares; 2026Q2: 12,827 shares 12,827 $342K 0.12% -1,038 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: 3,114 shares; 2025Q4: 3,098 shares; 2026Q1: 4,614 shares; 2026Q2: 5,653 shares 5,653 $338K 0.12% +1,039 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,332 shares; 2025Q1: 3,658 shares; 2025Q2: 4,499 shares; 2025Q3: 3,028 shares; 2025Q4: 3,351 shares; 2026Q1: 2,319 shares; 2026Q2: 2,373 shares 2,373 $324K 0.12% +54 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 1,796 shares; 2025Q2: 993 shares; 2025Q3: 1,016 shares; 2025Q4: 1,033 shares; 2026Q1: 1,074 shares; 2026Q2: 1,147 shares 1,147 $316K 0.11% +73 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,061 shares 6,061 $312K 0.11% new Timeline DFIS 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: 8,038 shares; 2026Q1: 8,780 shares; 2026Q2: 8,877 shares 8,877 $311K 0.11% +97 Timeline DFAI 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: 7,079 shares; 2026Q1: 7,098 shares; 2026Q2: 7,426 shares 7,426 $306K 0.11% +328 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: not reported; 2025Q4: 4,690 shares; 2026Q1: 5,292 shares; 2026Q2: 3,143 shares 3,143 $303K 0.11% -2,149 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: 26,790 shares; 2024Q4: 12,772 shares; 2025Q1: 10,331 shares; 2025Q2: 4,611 shares; 2025Q3: 4,302 shares; 2025Q4: 4,090 shares; 2026Q1: 3,724 shares; 2026Q2: 3,424 shares 3,424 $296K 0.11% -300 Timeline DFAW 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: 3,413 shares; 2026Q1: 3,421 shares; 2026Q2: 3,562 shares 3,562 $295K 0.11% +141 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 501 shares 501 $291K 0.1% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 770 shares; 2025Q1: 779 shares; 2025Q2: 843 shares; 2025Q3: 830 shares; 2025Q4: 814 shares; 2026Q1: 813 shares; 2026Q2: 817 shares 817 $289K 0.1% +4 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,107 shares; 2026Q1: 3,613 shares; 2026Q2: 3,204 shares 3,204 $288K 0.1% -409 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,596 shares; 2026Q1: 5,352 shares; 2026Q2: 5,377 shares 5,377 $288K 0.1% +25 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,782 shares; 2025Q1: 3,607 shares; 2025Q2: 3,510 shares; 2025Q3: 3,330 shares; 2025Q4: 3,156 shares; 2026Q1: 2,707 shares; 2026Q2: 2,658 shares 2,658 $280K 0.1% -49 Timeline DFGX 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: 4,625 shares; 2026Q1: 4,625 shares; 2026Q2: 5,215 shares 5,215 $279K 0.1% +590 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 2,071 shares; 2026Q1: 2,243 shares; 2026Q2: 2,501 shares 2,501 $274K 0.1% +258 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 2,447 shares; 2026Q2: 2,819 shares 2,819 $271K 0.1% +372 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,075 shares; 2024Q4: not reported; 2025Q1: 8,130 shares; 2025Q2: 8,130 shares; 2025Q3: 8,130 shares; 2025Q4: 8,130 shares; 2026Q1: 8,130 shares; 2026Q2: 8,130 shares 8,130 $261K 0.09% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,055 shares; 2026Q2: 8,095 shares 8,095 $257K 0.09% +1,040 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,740 shares; 2026Q2: 2,893 shares 2,893 $257K 0.09% +153 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,849 shares; 2025Q1: 2,692 shares; 2025Q2: 2,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,042 shares; 2026Q2: 987 shares 987 $251K 0.09% -55 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $247K 0.09% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares; 2026Q2: 498 shares 498 $245K 0.09% -44 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,108 shares; 2025Q3: 1,322 shares; 2025Q4: 1,374 shares; 2026Q1: 1,657 shares; 2026Q2: 1,999 shares 1,999 $243K 0.09% +342 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: 1,646 shares 1,646 $230K 0.08% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,395 shares 2,395 $230K 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,535 shares 1,535 $228K 0.08% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 311 shares 311 $225K 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 663 shares; 2025Q1: 480 shares; 2025Q2: 534 shares; 2025Q3: 457 shares; 2025Q4: 450 shares; 2026Q1: 442 shares; 2026Q2: 437 shares 437 $223K 0.08% -5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 509 shares; 2025Q1: 487 shares; 2025Q2: 924 shares; 2025Q3: 504 shares; 2025Q4: 238 shares; 2026Q1: 237 shares; 2026Q2: 228 shares 228 $223K 0.08% -9 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: 866 shares 866 $221K 0.08% new Timeline XHLF 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,351 shares; 2026Q2: 4,397 shares 4,397 $221K 0.08% +46 Timeline FMF 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: 4,639 shares; 2025Q1: 4,473 shares; 2025Q2: 4,936 shares; 2025Q3: 4,971 shares; 2025Q4: 5,059 shares; 2026Q1: 4,770 shares; 2026Q2: 4,359 shares 4,359 $218K 0.08% -411 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,825 shares; 2026Q2: 7,032 shares 7,032 $214K 0.08% -793 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: not reported; 2024Q4: 4,491 shares; 2025Q1: 3,397 shares; 2025Q2: 3,313 shares; 2025Q3: 3,149 shares; 2025Q4: 3,051 shares; 2026Q1: 2,921 shares; 2026Q2: 2,896 shares 2,896 $214K 0.08% -25 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: 2,166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,016 shares 1,016 $212K 0.08% new 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: not reported; 2024Q4: 1,099 shares; 2025Q1: 1,128 shares; 2025Q2: 1,740 shares; 2025Q3: 899 shares; 2025Q4: 1,055 shares; 2026Q1: not reported; 2026Q2: 963 shares 963 $212K 0.08% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,591 shares; 2025Q1: 7,330 shares; 2025Q2: 8,170 shares; 2025Q3: 7,788 shares; 2025Q4: 8,455 shares; 2026Q1: 7,950 shares; 2026Q2: 6,713 shares 6,713 $212K 0.08% -1,237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,627 shares 4,627 $209K 0.07% new Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 12,544 shares; 2026Q2: 8,372 shares 8,372 $209K 0.07% -4,172 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: not reported; 2024Q4: 4,364 shares; 2025Q1: 4,010 shares; 2025Q2: 3,846 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,155 shares 3,155 $204K 0.07% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,465 shares; 2025Q1: 2,215 shares; 2025Q2: 2,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares; 2026Q2: 1,372 shares 1,372 $201K 0.07% -20 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $201K 0.07% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 40,573 shares; 2026Q2: 40,586 shares 40,586 $27.6K 0.01% +13 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,360 shares; 2025Q3: 10,360 shares; 2025Q4: 12,710 shares; 2026Q1: 13,460 shares; 2026Q2: 14,600 shares 14,600 $21.9K 0.01% +1,140 Timeline BMNU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $7.35K <0.01% new Timeline