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; 2024Q2: 69,253 shares; 2024Q3: 57,649 shares; 2024Q4: 56,686 shares; 2025Q1: 56,887 shares; 2025Q2: 57,472 shares; 2025Q3: 51,451 shares; 2025Q4: 50,600 shares; 2026Q1: 49,866 shares 49,866 $32.4M 16.06% -734 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; 2024Q2: not reported; 2024Q3: 54,655 shares; 2024Q4: 54,080 shares; 2025Q1: 62,451 shares; 2025Q2: 62,794 shares; 2025Q3: 66,340 shares; 2025Q4: 65,993 shares; 2026Q1: 66,196 shares 66,196 $28.9M 14.32% +203 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 83,685 shares; 2024Q3: 161,053 shares; 2024Q4: 159,245 shares; 2025Q1: 165,497 shares; 2025Q2: 168,124 shares; 2025Q3: 150,103 shares; 2025Q4: 150,749 shares; 2026Q1: 151,239 shares 151,239 $21.9M 10.86% +490 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,273 shares; 2025Q4: 85,159 shares; 2026Q1: 85,317 shares 85,317 $18.5M 9.18% +158 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; 2024Q2: 155,809 shares; 2024Q3: 80,347 shares; 2024Q4: 77,983 shares; 2025Q1: 74,595 shares; 2025Q2: 74,522 shares; 2025Q3: 78,198 shares; 2025Q4: 76,818 shares; 2026Q1: 76,059 shares 76,059 $18.1M 8.95% -759 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 105,320 shares; 2024Q3: 30,044 shares; 2024Q4: 29,141 shares; 2025Q1: 93,039 shares; 2025Q2: 94,553 shares; 2025Q3: 102,566 shares; 2025Q4: 102,796 shares; 2026Q1: 102,669 shares 102,669 $12.4M 6.14% -127 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 60,410 shares; 2024Q3: 62,383 shares; 2024Q4: 63,926 shares; 2025Q1: 128,197 shares; 2025Q2: 127,911 shares; 2025Q3: 104,237 shares; 2025Q4: 106,169 shares; 2026Q1: 103,011 shares 103,011 $7.7M 3.81% -3,158 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,731 shares; 2025Q2: 136,534 shares; 2025Q3: 141,125 shares; 2025Q4: 142,550 shares; 2026Q1: 138,988 shares 138,988 $7.31M 3.62% -3,562 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 85,976 shares; 2024Q3: 102,688 shares; 2024Q4: 103,226 shares; 2025Q1: 113,315 shares; 2025Q2: 117,146 shares; 2025Q3: 112,326 shares; 2025Q4: 109,552 shares; 2026Q1: 105,667 shares 105,667 $5.84M 2.89% -3,885 Timeline JPIB 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; 2024Q2: 70,813 shares; 2024Q3: 84,149 shares; 2024Q4: 85,856 shares; 2025Q1: 101,992 shares; 2025Q2: 101,593 shares; 2025Q3: 110,330 shares; 2025Q4: 111,271 shares; 2026Q1: 109,996 shares 109,996 $5.26M 2.61% -1,275 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; 2024Q2: 98,921 shares; 2024Q3: 112,806 shares; 2024Q4: 115,010 shares; 2025Q1: 203,079 shares; 2025Q2: 205,235 shares; 2025Q3: 210,718 shares; 2025Q4: 213,908 shares; 2026Q1: 210,426 shares 210,426 $4.91M 2.43% -3,482 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,455 shares; 2025Q4: 163,284 shares; 2026Q1: 161,212 shares 161,212 $4.85M 2.4% -2,072 Timeline JPIE 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; 2024Q2: 75,230 shares; 2024Q3: 89,283 shares; 2024Q4: 92,611 shares; 2025Q1: 108,399 shares; 2025Q2: 108,506 shares; 2025Q3: 100,038 shares; 2025Q4: 101,639 shares; 2026Q1: 100,326 shares 100,326 $4.62M 2.29% -1,313 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,607 shares; 2025Q4: 54,342 shares; 2026Q1: 53,609 shares 53,609 $4.14M 2.05% -733 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 112,191 shares; 2024Q3: 268,613 shares; 2024Q4: 262,311 shares; 2025Q1: 277,389 shares; 2025Q2: 281,674 shares; 2025Q3: 58,993 shares; 2025Q4: 55,597 shares; 2026Q1: 52,782 shares 52,782 $4.01M 1.99% -2,815 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; 2024Q2: 6,389 shares; 2024Q3: 5,725 shares; 2024Q4: 5,562 shares; 2025Q1: 5,927 shares; 2025Q2: 6,308 shares; 2025Q3: 5,941 shares; 2025Q4: 5,785 shares; 2026Q1: 5,915 shares 5,915 $3.41M 1.69% +130 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 207,239 shares; 2024Q3: 119,048 shares; 2024Q4: 117,110 shares; 2025Q1: 109,953 shares; 2025Q2: 111,569 shares; 2025Q3: 41,439 shares; 2025Q4: 39,533 shares; 2026Q1: 38,935 shares 38,935 $3.07M 1.52% -598 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,435 shares; 2025Q4: 56,896 shares; 2026Q1: 55,401 shares 55,401 $2.77M 1.37% -1,495 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,569 shares; 2024Q3: 5,595 shares; 2024Q4: 5,569 shares; 2025Q1: 5,926 shares; 2025Q2: 5,893 shares; 2025Q3: 5,898 shares; 2025Q4: 5,903 shares; 2026Q1: 5,557 shares 5,557 $2.37M 1.17% -346 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; 2024Q2: 315,441 shares; 2024Q3: 84,520 shares; 2024Q4: 82,399 shares; 2025Q1: 74,109 shares; 2025Q2: 70,893 shares; 2025Q3: 38,863 shares; 2025Q4: 38,429 shares; 2026Q1: 37,011 shares 37,011 $1.79M 0.89% -1,418 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; 2024Q2: 14,401 shares; 2024Q3: 14,401 shares; 2024Q4: 14,401 shares; 2025Q1: 14,344 shares; 2025Q2: 14,401 shares; 2025Q3: 14,344 shares; 2025Q4: 14,344 shares; 2026Q1: 14,344 shares 14,344 $1.26M 0.63% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,425 shares; 2025Q3: 1,820 shares; 2025Q4: 3,814 shares; 2026Q1: 3,999 shares 3,999 $698K 0.35% +185 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,608 shares; 2026Q1: 10,706 shares 10,706 $594K 0.29% +98 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 308 shares; 2025Q3: 307 shares; 2025Q4: 308 shares; 2026Q1: 308 shares 308 $582K 0.29% 0 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares; 2026Q1: 6,516 shares 6,516 $579K 0.29% -195 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,681 shares; 2024Q3: 1,977 shares; 2024Q4: 2,018 shares; 2025Q1: 1,919 shares; 2025Q2: 1,977 shares; 2025Q3: 1,982 shares; 2025Q4: 1,982 shares; 2026Q1: 2,065 shares 2,065 $524K 0.26% +83 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,073 shares; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,129 shares; 2025Q3: 1,148 shares; 2025Q4: 1,143 shares; 2026Q1: 1,144 shares 1,144 $424K 0.21% +1 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,818 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares; 2025Q2: 3,206 shares; 2025Q3: 3,222 shares; 2025Q4: 3,239 shares; 2026Q1: 3,256 shares 3,256 $357K 0.18% +17 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $326K 0.16% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919 shares; 2026Q1: 919 shares 919 $315K 0.16% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 633 shares; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $299K 0.15% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 417 shares; 2026Q1: 418 shares 418 $273K 0.14% +1 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,946 shares; 2026Q1: 4,946 shares 4,946 $244K 0.12% 0 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares; 2026Q1: 1,155 shares 1,155 $241K 0.12% -4 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,250 shares; 2024Q3: 1,255 shares; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: 1,253 shares; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $222K 0.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares 1,737 $216K 0.11% new Timeline RWL 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,868 shares; 2026Q1: 1,828 shares 1,828 $210K 0.1% -40 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 967 shares; 2026Q1: 968 shares 968 $202K 0.1% +1 Timeline