ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,392 shares; 2025Q1: 64,392 shares; 2025Q2: 69,670 shares; 2025Q3: 72,453 shares; 2025Q4: 74,350 shares; 2026Q1: 81,241 shares; 2026Q2: 81,824 shares 81,824 $9.96M 6.19% +583 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: not loaded; 2024Q4: 27,827 shares; 2025Q1: 27,827 shares; 2025Q2: 29,123 shares; 2025Q3: 30,068 shares; 2025Q4: 33,166 shares; 2026Q1: 34,336 shares; 2026Q2: 34,519 shares 34,519 $6.91M 4.29% +183 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,236 shares; 2025Q1: 25,236 shares; 2025Q2: 89,969 shares; 2025Q3: 109,211 shares; 2025Q4: 125,712 shares; 2026Q1: 134,698 shares; 2026Q2: 133,244 shares 133,244 $6.57M 4.08% -1,454 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,305 shares; 2025Q1: 52,305 shares; 2025Q2: 55,351 shares; 2025Q3: 51,036 shares; 2025Q4: 50,692 shares; 2026Q1: 55,327 shares; 2026Q2: 54,169 shares 54,169 $6.11M 3.8% -1,158 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: not loaded; 2024Q4: 20,273 shares; 2025Q1: 20,273 shares; 2025Q2: 20,446 shares; 2025Q3: 20,217 shares; 2025Q4: 20,442 shares; 2026Q1: 20,292 shares; 2026Q2: 20,077 shares 20,077 $5.81M 3.61% -215 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 loaded; 2024Q4: 4,863 shares; 2025Q1: 4,863 shares; 2025Q2: 21,249 shares; 2025Q3: 27,686 shares; 2025Q4: 33,200 shares; 2026Q1: 34,414 shares; 2026Q2: 34,854 shares 34,854 $5.63M 3.5% +440 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,074 shares; 2025Q1: 94,074 shares; 2025Q2: 95,560 shares; 2025Q3: 98,398 shares; 2025Q4: 101,929 shares; 2026Q1: 105,072 shares; 2026Q2: 97,118 shares 97,118 $4.54M 2.82% -7,954 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,927 shares; 2025Q1: 62,927 shares; 2025Q2: 56,171 shares; 2025Q3: 64,687 shares; 2025Q4: 69,409 shares; 2026Q1: 155,038 shares; 2026Q2: 156,841 shares 156,841 $4.34M 2.7% +1,803 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 loaded; 2024Q4: 7,291 shares; 2025Q1: 7,291 shares; 2025Q2: 6,015 shares; 2025Q3: 6,108 shares; 2025Q4: 6,203 shares; 2026Q1: 6,354 shares; 2026Q2: 6,207 shares 6,207 $4.07M 2.53% -147 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 loaded; 2024Q4: 8,533 shares; 2025Q1: 8,533 shares; 2025Q2: 8,612 shares; 2025Q3: 8,698 shares; 2025Q4: 8,786 shares; 2026Q1: 9,355 shares; 2026Q2: 9,406 shares 9,406 $3.51M 2.18% +51 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,972 shares; 2025Q1: 76,972 shares; 2025Q2: 67,080 shares; 2025Q3: 69,411 shares; 2025Q4: 73,035 shares; 2026Q1: 78,904 shares; 2026Q2: 79,910 shares 79,910 $3.03M 1.88% +1,006 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,588 shares; 2025Q1: 18,588 shares; 2025Q2: 20,303 shares; 2025Q3: 28,177 shares; 2025Q4: 31,183 shares; 2026Q1: 32,979 shares; 2026Q2: 32,096 shares 32,096 $3.01M 1.87% -883 Timeline CGMS 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 loaded; 2024Q4: 65,028 shares; 2025Q1: 65,028 shares; 2025Q2: 74,162 shares; 2025Q3: 78,523 shares; 2025Q4: 79,301 shares; 2026Q1: 102,520 shares; 2026Q2: 109,009 shares 109,009 $2.98M 1.85% +6,489 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,102 shares; 2025Q1: 67,102 shares; 2025Q2: 65,300 shares; 2025Q3: 63,886 shares; 2025Q4: 64,366 shares; 2026Q1: 63,058 shares; 2026Q2: 58,779 shares 58,779 $2.67M 1.66% -4,279 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 loaded; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,526 shares; 2025Q3: 8,881 shares; 2025Q4: 8,953 shares; 2026Q1: 9,242 shares; 2026Q2: 9,318 shares 9,318 $2.22M 1.38% +76 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 loaded; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 3,654 shares; 2025Q3: 3,730 shares; 2025Q4: 3,786 shares; 2026Q1: 3,758 shares; 2026Q2: 3,717 shares 3,717 $2.09M 1.3% -41 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,826 shares; 2025Q1: 29,826 shares; 2025Q2: 36,646 shares; 2025Q3: 38,647 shares; 2025Q4: 39,193 shares; 2026Q1: 44,761 shares; 2026Q2: 45,694 shares 45,694 $1.93M 1.2% +933 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,663 shares; 2025Q1: 6,663 shares; 2025Q2: 6,542 shares; 2025Q3: 6,296 shares; 2025Q4: 6,300 shares; 2026Q1: 6,301 shares; 2026Q2: 6,223 shares 6,223 $1.91M 1.18% -78 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 loaded; 2024Q4: 27,783 shares; 2025Q1: 27,783 shares; 2025Q2: 21,399 shares; 2025Q3: 20,015 shares; 2025Q4: 19,431 shares; 2026Q1: 19,305 shares; 2026Q2: 16,010 shares 16,010 $1.9M 1.18% -3,295 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,195 shares; 2025Q3: 5,351 shares; 2025Q4: 5,447 shares; 2026Q1: 6,028 shares; 2026Q2: 6,005 shares 6,005 $1.82M 1.13% -23 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 loaded; 2024Q4: 6,068 shares; 2025Q1: 6,068 shares; 2025Q2: 5,968 shares; 2025Q3: 5,707 shares; 2025Q4: 5,687 shares; 2026Q1: 5,693 shares; 2026Q2: 22,547 shares 22,547 $1.82M 1.13% +16,854 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 loaded; 2024Q4: 10,615 shares; 2025Q1: 10,615 shares; 2025Q2: 10,464 shares; 2025Q3: 10,050 shares; 2025Q4: 9,847 shares; 2026Q1: 11,299 shares; 2026Q2: 11,267 shares 11,267 $1.78M 1.11% -32 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 loaded; 2024Q4: 18,198 shares; 2025Q1: 18,198 shares; 2025Q2: 16,567 shares; 2025Q3: 13,537 shares; 2025Q4: 12,431 shares; 2026Q1: 12,397 shares; 2026Q2: 11,796 shares 11,796 $1.75M 1.09% -601 Timeline SPIB 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 loaded; 2024Q4: 22,462 shares; 2025Q1: 22,462 shares; 2025Q2: 39,245 shares; 2025Q3: 41,238 shares; 2025Q4: 42,163 shares; 2026Q1: 51,688 shares; 2026Q2: 49,322 shares 49,322 $1.65M 1.03% -2,366 Timeline FSMD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,930 shares; 2025Q4: 18,697 shares; 2026Q1: 27,827 shares; 2026Q2: 31,137 shares 31,137 $1.65M 1.02% +3,310 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 loaded; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,400 shares; 2025Q3: 2,733 shares; 2025Q4: 2,784 shares; 2026Q1: 4,347 shares; 2026Q2: 4,431 shares 4,431 $1.58M 0.98% +84 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 loaded; 2024Q4: 6,902 shares; 2025Q1: 6,902 shares; 2025Q2: 6,874 shares; 2025Q3: 6,688 shares; 2025Q4: 6,655 shares; 2026Q1: 6,661 shares; 2026Q2: 6,668 shares 6,668 $1.58M 0.98% +7 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 loaded; 2024Q4: 2,396 shares; 2025Q1: 2,396 shares; 2025Q2: 2,051 shares; 2025Q3: 2,175 shares; 2025Q4: 2,271 shares; 2026Q1: 2,364 shares; 2026Q2: 2,136 shares 2,136 $1.57M 0.98% -228 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 loaded; 2024Q4: 42,776 shares; 2025Q1: 42,776 shares; 2025Q2: 42,912 shares; 2025Q3: 43,029 shares; 2025Q4: 42,259 shares; 2026Q1: 42,744 shares; 2026Q2: 42,624 shares 42,624 $1.56M 0.97% -120 Timeline JAVA 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 loaded; 2024Q4: 27,068 shares; 2025Q1: 27,068 shares; 2025Q2: 24,676 shares; 2025Q3: 22,766 shares; 2025Q4: 21,580 shares; 2026Q1: 19,778 shares; 2026Q2: 19,351 shares 19,351 $1.54M 0.95% -427 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 loaded; 2024Q4: 4,749 shares; 2025Q1: 4,749 shares; 2025Q2: 4,694 shares; 2025Q3: 4,742 shares; 2025Q4: 4,783 shares; 2026Q1: 4,821 shares; 2026Q2: 3,989 shares 3,989 $1.51M 0.94% -832 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 loaded; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 2,044 shares; 2025Q3: 2,142 shares; 2025Q4: 2,267 shares; 2026Q1: 2,502 shares; 2026Q2: 1,946 shares 1,946 $1.45M 0.9% -556 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,195 shares; 2026Q1: 8,837 shares; 2026Q2: 9,444 shares 9,444 $1.36M 0.85% +607 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 loaded; 2024Q4: 32,566 shares; 2025Q1: 32,566 shares; 2025Q2: 32,148 shares; 2025Q3: 31,471 shares; 2025Q4: 28,940 shares; 2026Q1: 27,483 shares; 2026Q2: 25,794 shares 25,794 $1.3M 0.81% -1,689 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 loaded; 2024Q4: 10,649 shares; 2025Q1: 10,649 shares; 2025Q2: 10,924 shares; 2025Q3: 11,224 shares; 2025Q4: 10,673 shares; 2026Q1: 12,030 shares; 2026Q2: 11,097 shares 11,097 $1.29M 0.8% -933 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 loaded; 2024Q4: 9,084 shares; 2025Q1: 9,084 shares; 2025Q2: 6,664 shares; 2025Q3: 5,919 shares; 2025Q4: 5,633 shares; 2026Q1: 5,633 shares; 2026Q2: 5,321 shares 5,321 $1.29M 0.8% -312 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,326 shares; 2025Q1: 4,326 shares; 2025Q2: 4,864 shares; 2025Q3: 6,179 shares; 2025Q4: 7,128 shares; 2026Q1: 7,423 shares; 2026Q2: 7,470 shares 7,470 $1.27M 0.79% +47 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,223 shares; 2025Q1: 3,223 shares; 2025Q2: 3,370 shares; 2025Q3: 3,391 shares; 2025Q4: 6,678 shares; 2026Q1: 6,712 shares; 2026Q2: 6,641 shares 6,641 $1.27M 0.79% -71 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,658 shares; 2026Q2: 30,975 shares 30,975 $1.24M 0.77% +1,317 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,527 shares 8,527 $1.17M 0.72% new Timeline FFLC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,765 shares; 2025Q4: 18,905 shares; 2026Q1: 17,408 shares; 2026Q2: 18,920 shares 18,920 $1.11M 0.69% +1,512 Timeline SGVT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,421 shares; 2026Q1: 9,293 shares; 2026Q2: 10,916 shares 10,916 $1.1M 0.68% +1,623 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 loaded; 2024Q4: 2,418 shares; 2025Q1: 2,418 shares; 2025Q2: 2,296 shares; 2025Q3: 2,249 shares; 2025Q4: 2,231 shares; 2026Q1: 2,121 shares; 2026Q2: 12,726 shares 12,726 $1.1M 0.68% +10,605 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 loaded; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,248 shares; 2025Q3: 3,248 shares; 2025Q4: 3,230 shares; 2026Q1: 3,231 shares; 2026Q2: 3,307 shares 3,307 $1.04M 0.65% +76 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 loaded; 2024Q4: 6,636 shares; 2025Q1: 6,636 shares; 2025Q2: 6,687 shares; 2025Q3: 6,200 shares; 2025Q4: 6,062 shares; 2026Q1: 5,665 shares; 2026Q2: 4,838 shares 4,838 $1.03M 0.64% -827 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,565 shares; 2025Q1: 19,565 shares; 2025Q2: 20,230 shares; 2025Q3: 13,446 shares; 2025Q4: 13,095 shares; 2026Q1: 14,860 shares; 2026Q2: 15,129 shares 15,129 $1.02M 0.64% +269 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 loaded; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 1,122 shares; 2025Q3: 1,186 shares; 2025Q4: 1,238 shares; 2026Q1: 1,313 shares; 2026Q2: 1,326 shares 1,326 $1.01M 0.63% +13 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,557 shares; 2025Q1: 9,557 shares; 2025Q2: 9,214 shares; 2025Q3: 9,857 shares; 2025Q4: 10,430 shares; 2026Q1: 10,307 shares; 2026Q2: 10,301 shares 10,301 $1.01M 0.63% -6 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 loaded; 2024Q4: 2,213 shares; 2025Q1: 2,213 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 8,100 shares 8,100 $1.01M 0.62% +5,941 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: not loaded; 2024Q4: 6,192 shares; 2025Q1: 6,192 shares; 2025Q2: 6,237 shares; 2025Q3: 6,282 shares; 2025Q4: 6,196 shares; 2026Q1: 6,206 shares; 2026Q2: 6,032 shares 6,032 $1000K 0.62% -174 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 loaded; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 828 shares; 2025Q3: 918 shares; 2025Q4: 9,930 shares; 2026Q1: 12,539 shares; 2026Q2: 13,724 shares 13,724 $980K 0.61% +1,185 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 loaded; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,029 shares; 2025Q3: 1,015 shares; 2025Q4: 1,016 shares; 2026Q1: 1,017 shares; 2026Q2: 8,138 shares 8,138 $973K 0.6% +7,121 Timeline PATN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,871 shares; 2026Q2: 24,716 shares 24,716 $919K 0.57% +2,845 Timeline MADE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,158 shares; 2025Q3: 19,867 shares; 2025Q4: 20,017 shares; 2026Q1: 21,428 shares; 2026Q2: 22,578 shares 22,578 $891K 0.55% +1,150 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 835 shares; 2026Q2: 836 shares 836 $890K 0.55% +1 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 loaded; 2024Q4: 11,658 shares; 2025Q1: 11,658 shares; 2025Q2: 13,436 shares; 2025Q3: 13,106 shares; 2025Q4: 13,050 shares; 2026Q1: 12,829 shares; 2026Q2: 11,589 shares 11,589 $889K 0.55% -1,240 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 loaded; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,216 shares; 2025Q3: 1,226 shares; 2025Q4: 1,120 shares; 2026Q1: 1,334 shares; 2026Q2: 1,290 shares 1,290 $886K 0.55% -44 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,493 shares; 2025Q1: 14,493 shares; 2025Q2: 15,852 shares; 2025Q3: 16,396 shares; 2025Q4: 17,327 shares; 2026Q1: 17,647 shares; 2026Q2: 18,182 shares 18,182 $858K 0.53% +535 Timeline RAAX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,738 shares; 2026Q2: 20,744 shares 20,744 $823K 0.51% +4,006 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 1,806 shares; 2025Q3: 1,783 shares; 2025Q4: 1,733 shares; 2026Q1: 1,681 shares; 2026Q2: 1,717 shares 1,717 $820K 0.51% +36 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 852 shares; 2026Q2: 2,428 shares 2,428 $795K 0.49% +1,576 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 loaded; 2024Q4: 6,191 shares; 2025Q1: 6,191 shares; 2025Q2: 6,191 shares; 2025Q3: 6,191 shares; 2025Q4: 6,191 shares; 2026Q1: 5,316 shares; 2026Q2: 5,116 shares 5,116 $786K 0.49% -200 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,821 shares; 2025Q3: 18,032 shares; 2025Q4: 18,103 shares; 2026Q1: 9,112 shares; 2026Q2: 8,789 shares 8,789 $778K 0.48% -323 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 loaded; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,859 shares; 2025Q3: 2,653 shares; 2025Q4: 2,822 shares; 2026Q1: 2,797 shares; 2026Q2: 2,468 shares 2,468 $748K 0.46% -329 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,972 shares; 2025Q1: 10,972 shares; 2025Q2: 10,693 shares; 2025Q3: 9,934 shares; 2025Q4: 12,484 shares; 2026Q1: 11,889 shares; 2026Q2: 11,265 shares 11,265 $724K 0.45% -624 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: not loaded; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 933 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 933 shares 933 $699K 0.43% -118 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,287 shares; 2026Q2: 16,731 shares 16,731 $646K 0.4% +4,444 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 loaded; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,924 shares; 2025Q3: 1,914 shares; 2025Q4: 1,913 shares; 2026Q1: 1,880 shares; 2026Q2: 1,747 shares 1,747 $644K 0.4% -133 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 536 shares 536 $619K 0.38% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,097 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares; 2026Q1: 3,099 shares; 2026Q2: 5,448 shares 5,448 $617K 0.38% +2,349 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: not loaded; 2024Q4: 14,921 shares; 2025Q1: 14,921 shares; 2025Q2: 13,255 shares; 2025Q3: 13,257 shares; 2025Q4: 12,569 shares; 2026Q1: 12,540 shares; 2026Q2: 12,540 shares 12,540 $579K 0.36% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,173 shares; 2025Q1: 16,173 shares; 2025Q2: 15,459 shares; 2025Q3: 15,679 shares; 2025Q4: 16,221 shares; 2026Q1: 19,638 shares; 2026Q2: 16,570 shares 16,570 $574K 0.36% -3,068 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 loaded; 2024Q4: 11,474 shares; 2025Q1: 11,474 shares; 2025Q2: 10,220 shares; 2025Q3: 9,289 shares; 2025Q4: 6,368 shares; 2026Q1: 7,366 shares; 2026Q2: 10,093 shares 10,093 $570K 0.35% +2,727 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,697 shares; 2025Q1: 5,697 shares; 2025Q2: 5,987 shares; 2025Q3: 7,079 shares; 2025Q4: 7,231 shares; 2026Q1: 8,618 shares; 2026Q2: 7,864 shares 7,864 $560K 0.35% -754 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,804 shares; 2026Q2: 31,361 shares 31,361 $556K 0.35% -22,443 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,627 shares; 2025Q1: 5,627 shares; 2025Q2: 5,263 shares; 2025Q3: 5,198 shares; 2025Q4: 10,290 shares; 2026Q1: 10,296 shares; 2026Q2: 9,810 shares 9,810 $521K 0.32% -486 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 loaded; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,633 shares; 2025Q3: 1,493 shares; 2025Q4: 1,749 shares; 2026Q1: 1,751 shares; 2026Q2: 1,735 shares 1,735 $519K 0.32% -16 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,731 shares; 2025Q1: 6,731 shares; 2025Q2: 3,904 shares; 2025Q3: 3,988 shares; 2025Q4: 3,905 shares; 2026Q1: 3,915 shares; 2026Q2: 3,785 shares 3,785 $517K 0.32% -130 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: not loaded; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $512K 0.32% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,950 shares 2,950 $504K 0.31% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,955 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $468K 0.29% 0 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; 2024Q3: not loaded; 2024Q4: 11,266 shares; 2025Q1: 11,266 shares; 2025Q2: 10,578 shares; 2025Q3: 10,318 shares; 2025Q4: 10,443 shares; 2026Q1: 10,262 shares; 2026Q2: 10,148 shares 10,148 $467K 0.29% -114 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,042 shares; 2025Q1: 3,042 shares; 2025Q2: 3,042 shares; 2025Q3: 3,042 shares; 2025Q4: 3,042 shares; 2026Q1: 3,042 shares; 2026Q2: 3,042 shares 3,042 $463K 0.29% 0 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 loaded; 2024Q4: 7,761 shares; 2025Q1: 7,761 shares; 2025Q2: 8,377 shares; 2025Q3: 7,874 shares; 2025Q4: 7,960 shares; 2026Q1: 7,542 shares; 2026Q2: 6,432 shares 6,432 $443K 0.28% -1,110 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 loaded; 2024Q4: 1,096 shares; 2025Q1: 1,096 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,098 shares; 2026Q1: 1,103 shares; 2026Q2: 1,009 shares 1,009 $424K 0.26% -94 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,208 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,065 shares 1,065 $420K 0.26% -20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,116 shares; 2026Q1: 1,211 shares; 2026Q2: 1,181 shares 1,181 $417K 0.26% -30 Timeline CWB 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 loaded; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,151 shares; 2025Q3: 3,892 shares; 2025Q4: 3,895 shares; 2026Q1: 3,896 shares; 2026Q2: 3,804 shares 3,804 $410K 0.25% -92 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 loaded; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,241 shares; 2026Q1: 2,710 shares; 2026Q2: 2,750 shares 2,750 $403K 0.25% +40 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,562 shares; 2025Q1: 9,562 shares; 2025Q2: 9,574 shares; 2025Q3: 8,936 shares; 2025Q4: 8,387 shares; 2026Q1: 8,398 shares; 2026Q2: 8,377 shares 8,377 $398K 0.25% -21 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,223 shares; 2026Q2: 7,931 shares 7,931 $388K 0.24% +2,708 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,619 shares; 2025Q1: 13,619 shares; 2025Q2: 4,312 shares; 2025Q3: 3,880 shares; 2025Q4: 3,752 shares; 2026Q1: 4,859 shares; 2026Q2: 4,317 shares 4,317 $385K 0.24% -542 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,093 shares; 2025Q3: 4,942 shares; 2025Q4: 9,829 shares; 2026Q1: 8,820 shares; 2026Q2: 8,187 shares 8,187 $371K 0.23% -633 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,091 shares; 2025Q1: 26,091 shares; 2025Q2: 18,338 shares; 2025Q3: 7,298 shares; 2025Q4: 7,618 shares; 2026Q1: 7,931 shares; 2026Q2: 7,968 shares 7,968 $354K 0.22% +37 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 loaded; 2024Q4: 6,533 shares; 2025Q1: 6,533 shares; 2025Q2: 6,551 shares; 2025Q3: 5,963 shares; 2025Q4: 5,983 shares; 2026Q1: 5,811 shares; 2026Q2: 5,787 shares 5,787 $352K 0.22% -24 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,261 shares; 2025Q3: 17,261 shares; 2025Q4: 16,986 shares; 2026Q1: 18,769 shares; 2026Q2: 8,248 shares 8,248 $351K 0.22% -10,521 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,618 shares; 2025Q3: 1,503 shares; 2025Q4: 1,805 shares; 2026Q1: 1,806 shares; 2026Q2: 1,807 shares 1,807 $344K 0.21% +1 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,749 shares; 2025Q4: 3,214 shares; 2026Q1: 2,502 shares; 2026Q2: 2,007 shares 2,007 $332K 0.21% -495 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,284 shares 1,284 $324K 0.2% -3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 1,231 shares; 2026Q1: 1,234 shares; 2026Q2: 1,236 shares 1,236 $322K 0.2% +2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,426 shares; 2025Q3: 1,379 shares; 2025Q4: 1,261 shares; 2026Q1: 1,211 shares; 2026Q2: 1,183 shares 1,183 $322K 0.2% -28 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 497 shares 497 $318K 0.2% new Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,080 shares 9,080 $312K 0.19% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 5,266 shares; 2025Q3: 5,577 shares; 2025Q4: 5,733 shares; 2026Q1: 5,298 shares; 2026Q2: 5,349 shares 5,349 $308K 0.19% +51 Timeline IVOO 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: not loaded; 2024Q4: 3,243 shares; 2025Q1: 3,243 shares; 2025Q2: 2,823 shares; 2025Q3: 2,395 shares; 2025Q4: 2,404 shares; 2026Q1: 2,331 shares; 2026Q2: 2,351 shares 2,351 $307K 0.19% +20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $301K 0.19% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,221 shares; 2026Q2: 1,353 shares 1,353 $295K 0.18% +132 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: not loaded; 2024Q4: 2,204 shares; 2025Q1: 2,204 shares; 2025Q2: 2,236 shares; 2025Q3: 2,217 shares; 2025Q4: 2,175 shares; 2026Q1: 2,189 shares; 2026Q2: 2,177 shares 2,177 $295K 0.18% -12 Timeline PTNQ 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 loaded; 2024Q4: 3,891 shares; 2025Q1: 3,891 shares; 2025Q2: 4,550 shares; 2025Q3: 3,875 shares; 2025Q4: 3,721 shares; 2026Q1: 3,410 shares; 2026Q2: 3,272 shares 3,272 $290K 0.18% -138 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $285K 0.18% 0 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: not loaded; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 1,008 shares; 2025Q3: 885 shares; 2025Q4: 887 shares; 2026Q1: 871 shares; 2026Q2: 770 shares 770 $282K 0.18% -101 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares; 2026Q2: 1,881 shares 1,881 $279K 0.17% 0 Timeline PTMC 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 loaded; 2024Q4: 8,998 shares; 2025Q1: 8,998 shares; 2025Q2: 8,454 shares; 2025Q3: 8,454 shares; 2025Q4: 6,610 shares; 2026Q1: 6,610 shares; 2026Q2: 6,610 shares 6,610 $276K 0.17% 0 Timeline SLYG 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 loaded; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,673 shares; 2025Q3: 2,441 shares; 2025Q4: 2,421 shares; 2026Q1: 2,421 shares; 2026Q2: 2,312 shares 2,312 $275K 0.17% -109 Timeline PSI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $271K 0.17% new Timeline XSHQ 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 loaded; 2024Q4: 6,166 shares; 2025Q1: 6,166 shares; 2025Q2: 6,173 shares; 2025Q3: 6,182 shares; 2025Q4: 5,567 shares; 2026Q1: 5,578 shares; 2026Q2: 5,580 shares 5,580 $270K 0.17% +2 Timeline GDX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,517 shares; 2026Q2: 3,540 shares 3,540 $267K 0.17% +23 Timeline PTLC 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 loaded; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 4,724 shares; 2025Q3: 4,559 shares; 2025Q4: 4,461 shares; 2026Q1: 4,461 shares; 2026Q2: 4,461 shares 4,461 $260K 0.16% 0 Timeline CALF 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 loaded; 2024Q4: 8,747 shares; 2025Q1: 8,747 shares; 2025Q2: 6,543 shares; 2025Q3: 6,314 shares; 2025Q4: 5,820 shares; 2026Q1: 5,626 shares; 2026Q2: 5,113 shares 5,113 $259K 0.16% -513 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares; 2026Q2: 2,252 shares 2,252 $259K 0.16% +8 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,255 shares; 2025Q1: 7,255 shares; 2025Q2: 7,255 shares; 2025Q3: 7,255 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares; 2026Q2: 5,005 shares 5,005 $256K 0.16% -1,250 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 1,934 shares; 2025Q4: 1,934 shares; 2026Q1: 1,934 shares; 2026Q2: 1,934 shares 1,934 $255K 0.16% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $248K 0.15% new Timeline RWK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,623 shares 1,623 $237K 0.15% new 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: not loaded; 2024Q4: 5,549 shares; 2025Q1: 5,549 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,318 shares 2,318 $237K 0.15% new 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: not loaded; 2024Q4: 11,841 shares; 2025Q1: 11,841 shares; 2025Q2: 10,208 shares; 2025Q3: 8,193 shares; 2025Q4: 7,759 shares; 2026Q1: 6,529 shares; 2026Q2: 3,842 shares 3,842 $236K 0.15% -2,687 Timeline XOP 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 loaded; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,862 shares; 2025Q4: 1,748 shares; 2026Q1: 1,748 shares; 2026Q2: 1,518 shares 1,518 $234K 0.15% -230 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares; 2026Q2: 1,594 shares 1,594 $233K 0.14% 0 Timeline BBUS 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 loaded; 2024Q4: 3,031 shares; 2025Q1: 3,031 shares; 2025Q2: 1,984 shares; 2025Q3: 1,784 shares; 2025Q4: 1,677 shares; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $229K 0.14% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 632 shares 632 $224K 0.14% new Timeline VIGI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,236 shares; 2025Q3: 2,407 shares; 2025Q4: 2,366 shares; 2026Q1: 2,369 shares; 2026Q2: 2,369 shares 2,369 $221K 0.14% 0 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 loaded; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 2,991 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,694 shares 2,694 $219K 0.14% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares; 2026Q2: 853 shares 853 $217K 0.13% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,832 shares 1,832 $215K 0.13% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,365 shares; 2025Q3: 3,315 shares; 2025Q4: 3,273 shares; 2026Q1: not reported; 2026Q2: 2,799 shares 2,799 $213K 0.13% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,186 shares; 2026Q2: 2,189 shares 2,189 $209K 0.13% +3 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,616 shares; 2025Q1: 5,616 shares; 2025Q2: 4,957 shares; 2025Q3: 4,850 shares; 2025Q4: 4,813 shares; 2026Q1: not reported; 2026Q2: 3,441 shares 3,441 $209K 0.13% new Timeline SPYD 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 loaded; 2024Q4: 4,595 shares; 2025Q1: 4,595 shares; 2025Q2: 5,143 shares; 2025Q3: 5,235 shares; 2025Q4: 5,266 shares; 2026Q1: 4,737 shares; 2026Q2: 4,348 shares 4,348 $207K 0.13% -389 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,629 shares; 2025Q1: 6,629 shares; 2025Q2: 6,359 shares; 2025Q3: 6,200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,993 shares 5,993 $206K 0.13% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 411 shares 411 $206K 0.13% new Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,012 shares 4,012 $202K 0.13% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $200K 0.12% 0 Timeline