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: 55,876 shares; 2024Q4: 55,452 shares; 2025Q1: 49,737 shares; 2025Q2: 50,872 shares; 2025Q3: 49,158 shares; 2025Q4: 48,556 shares; 2026Q1: 49,015 shares; 2026Q2: 47,304 shares 47,304 $34.8M 12.25% -1,711 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: 116,970 shares; 2024Q4: 113,576 shares; 2025Q1: 96,342 shares; 2025Q2: 100,731 shares; 2025Q3: 99,127 shares; 2025Q4: 100,952 shares; 2026Q1: 99,166 shares; 2026Q2: 98,047 shares 98,047 $29.7M 10.45% -1,119 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: 449,354 shares; 2024Q4: 457,321 shares; 2025Q1: 411,334 shares; 2025Q2: 423,743 shares; 2025Q3: 426,657 shares; 2025Q4: 443,852 shares; 2026Q1: 450,337 shares; 2026Q2: 459,724 shares 459,724 $27.9M 9.82% +9,387 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: 15,104 shares; 2024Q4: 14,647 shares; 2025Q1: 18,309 shares; 2025Q2: 18,656 shares; 2025Q3: 17,762 shares; 2025Q4: 17,554 shares; 2026Q1: 18,355 shares; 2026Q2: 18,305 shares 18,305 $13.7M 4.82% -50 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: 106,643 shares; 2024Q4: 132,905 shares; 2025Q1: 311,465 shares; 2025Q2: 315,318 shares; 2025Q3: 271,952 shares; 2025Q4: 282,974 shares; 2026Q1: 283,436 shares; 2026Q2: 280,648 shares 280,648 $12.9M 4.55% -2,788 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: 106,573 shares; 2024Q4: 137,141 shares; 2025Q1: 381,555 shares; 2025Q2: 380,231 shares; 2025Q3: 324,550 shares; 2025Q4: 333,056 shares; 2026Q1: 322,521 shares; 2026Q2: 322,545 shares 322,545 $8.87M 3.12% +24 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: 89,427 shares; 2024Q4: 121,504 shares; 2025Q1: 310,432 shares; 2025Q2: 314,267 shares; 2025Q3: 268,679 shares; 2025Q4: 284,848 shares; 2026Q1: 292,208 shares; 2026Q2: 289,902 shares 289,902 $8.33M 2.93% -2,306 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: 101,478 shares; 2024Q4: 244,887 shares; 2025Q1: 283,440 shares; 2025Q2: 290,133 shares; 2025Q3: 295,052 shares; 2025Q4: 309,661 shares; 2026Q1: 287,637 shares; 2026Q2: 293,532 shares 293,532 $7.78M 2.73% +5,895 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: 47,988 shares; 2024Q4: 57,489 shares; 2025Q1: 159,279 shares; 2025Q2: 160,574 shares; 2025Q3: 137,679 shares; 2025Q4: 143,252 shares; 2026Q1: 141,097 shares; 2026Q2: 142,463 shares 142,463 $6.01M 2.11% +1,366 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: 75,645 shares; 2024Q4: 85,721 shares; 2025Q1: 178,482 shares; 2025Q2: 175,467 shares; 2025Q3: 144,102 shares; 2025Q4: 141,759 shares; 2026Q1: 141,970 shares; 2026Q2: 142,922 shares 142,922 $5.95M 2.09% +952 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,864 shares; 2024Q4: 41,786 shares; 2025Q1: 76,059 shares; 2025Q2: 78,856 shares; 2025Q3: 80,871 shares; 2025Q4: 84,610 shares; 2026Q1: 91,880 shares; 2026Q2: 162,492 shares 162,492 $5.48M 1.93% +70,612 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: 15,197 shares; 2024Q4: 46,215 shares; 2025Q1: 178,958 shares; 2025Q2: 185,079 shares; 2025Q3: 167,068 shares; 2025Q4: 162,818 shares; 2026Q1: 157,692 shares; 2026Q2: 160,983 shares 160,983 $5.1M 1.79% +3,291 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: 33,167 shares; 2024Q4: 40,425 shares; 2025Q1: 104,180 shares; 2025Q2: 104,955 shares; 2025Q3: 88,555 shares; 2025Q4: 91,550 shares; 2026Q1: 91,019 shares; 2026Q2: 90,335 shares 90,335 $5.03M 1.77% -684 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,116 shares; 2024Q4: 39,718 shares; 2025Q1: 44,289 shares; 2025Q2: 47,155 shares; 2025Q3: 47,721 shares; 2025Q4: 48,417 shares; 2026Q1: 49,057 shares; 2026Q2: 48,972 shares 48,972 $4.35M 1.53% -85 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,931 shares; 2024Q4: 75,764 shares; 2025Q1: 86,618 shares; 2025Q2: 86,710 shares; 2025Q3: 88,033 shares; 2025Q4: 89,379 shares; 2026Q1: 88,260 shares; 2026Q2: 116,038 shares 116,038 $4M 1.41% +27,778 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,811 shares; 2024Q4: 46,811 shares; 2025Q1: 46,803 shares; 2025Q2: 46,782 shares; 2025Q3: 46,782 shares; 2025Q4: 46,782 shares; 2026Q1: 46,782 shares; 2026Q2: 46,782 shares 46,782 $3.87M 1.36% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,800 shares; 2024Q4: 52,427 shares; 2025Q1: 50,936 shares; 2025Q2: 49,835 shares; 2025Q3: 46,362 shares; 2025Q4: 46,733 shares; 2026Q1: 45,987 shares; 2026Q2: 45,043 shares 45,043 $3.41M 1.2% -944 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: 11,301 shares; 2024Q4: 30,250 shares; 2025Q1: 132,914 shares; 2025Q2: 134,153 shares; 2025Q3: 114,427 shares; 2025Q4: 115,977 shares; 2026Q1: 114,698 shares; 2026Q2: 115,783 shares 115,783 $3.21M 1.13% +1,085 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,572 shares; 2025Q1: 93,985 shares; 2025Q2: 96,470 shares; 2025Q3: 79,655 shares; 2025Q4: 79,350 shares; 2026Q1: 78,016 shares; 2026Q2: 79,015 shares 79,015 $2.87M 1.01% +999 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: 74,693 shares; 2025Q2: 77,729 shares; 2025Q3: 76,966 shares; 2025Q4: 83,215 shares; 2026Q1: 91,664 shares; 2026Q2: 94,631 shares 94,631 $2.67M 0.94% +2,967 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: 69,713 shares; 2024Q4: 73,974 shares; 2025Q1: 151,128 shares; 2025Q2: 155,149 shares; 2025Q3: 119,734 shares; 2025Q4: 121,723 shares; 2026Q1: 116,304 shares; 2026Q2: 105,388 shares 105,388 $2.32M 0.81% -10,916 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,716 shares; 2024Q4: 12,538 shares; 2025Q1: 15,195 shares; 2025Q2: 15,680 shares; 2025Q3: 11,640 shares; 2025Q4: 12,020 shares; 2026Q1: 11,682 shares; 2026Q2: 11,565 shares 11,565 $2.31M 0.81% -117 Timeline AFIX ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; 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: 91,571 shares 91,571 $2.27M 0.8% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,448 shares; 2026Q1: 32,463 shares; 2026Q2: 37,355 shares 37,355 $1.96M 0.69% +4,892 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,481 shares 38,481 $1.94M 0.68% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,810 shares; 2024Q4: 23,817 shares; 2025Q1: 23,821 shares; 2025Q2: 23,827 shares; 2025Q3: 23,805 shares; 2025Q4: 23,813 shares; 2026Q1: 23,648 shares; 2026Q2: 23,784 shares 23,784 $1.88M 0.66% +136 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: 5,890 shares; 2024Q4: 5,531 shares; 2025Q1: 5,607 shares; 2025Q2: 5,851 shares; 2025Q3: 6,022 shares; 2025Q4: 6,041 shares; 2026Q1: 6,171 shares; 2026Q2: 6,288 shares 6,288 $1.82M 0.64% +117 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: 7,528 shares; 2024Q4: 7,530 shares; 2025Q1: 7,526 shares; 2025Q2: 7,506 shares; 2025Q3: 7,378 shares; 2025Q4: 7,181 shares; 2026Q1: 7,145 shares; 2026Q2: 7,222 shares 7,222 $1.58M 0.56% +77 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: 2,478 shares; 2024Q4: 2,611 shares; 2025Q1: 3,514 shares; 2025Q2: 3,638 shares; 2025Q3: 4,628 shares; 2025Q4: 4,673 shares; 2026Q1: 4,779 shares; 2026Q2: 4,768 shares 4,768 $1.56M 0.55% -11 Timeline FVD 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: 30,638 shares; 2024Q4: 30,733 shares; 2025Q1: 32,139 shares; 2025Q2: 31,938 shares; 2025Q3: 30,270 shares; 2025Q4: 30,047 shares; 2026Q1: 30,172 shares; 2026Q2: 30,041 shares 30,041 $1.45M 0.51% -131 Timeline SCHO 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: 8,223 shares; 2024Q4: 16,446 shares; 2025Q1: 72,545 shares; 2025Q2: 86,756 shares; 2025Q3: 73,375 shares; 2025Q4: 75,013 shares; 2026Q1: 59,338 shares; 2026Q2: 58,298 shares 58,298 $1.41M 0.49% -1,040 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: 23,043 shares; 2024Q4: 28,849 shares; 2025Q1: 18,810 shares; 2025Q2: 18,051 shares; 2025Q3: 19,506 shares; 2025Q4: 21,230 shares; 2026Q1: 19,351 shares; 2026Q2: 19,540 shares 19,540 $1.39M 0.49% +189 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 4,948 shares; 2025Q1: 5,192 shares; 2025Q2: 5,194 shares; 2025Q3: 5,419 shares; 2025Q4: 5,395 shares; 2026Q1: 5,465 shares; 2026Q2: 5,424 shares 5,424 $1.36M 0.48% -41 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: 2,612 shares; 2024Q4: 2,255 shares; 2025Q1: 3,080 shares; 2025Q2: 3,108 shares; 2025Q3: 3,142 shares; 2025Q4: 3,189 shares; 2026Q1: 3,380 shares; 2026Q2: 3,600 shares 3,600 $1.34M 0.47% +220 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,911 shares; 2024Q4: 28,780 shares; 2025Q1: 14,675 shares; 2025Q2: 13,633 shares; 2025Q3: 13,295 shares; 2025Q4: 13,596 shares; 2026Q1: 13,852 shares; 2026Q2: 14,463 shares 14,463 $1.27M 0.45% +611 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,526 shares; 2025Q2: 20,626 shares; 2025Q3: 21,069 shares; 2025Q4: 20,760 shares; 2026Q1: 21,948 shares; 2026Q2: 35,909 shares 35,909 $1.25M 0.44% +13,961 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,604 shares; 2025Q4: 33,332 shares; 2026Q1: 47,803 shares; 2026Q2: 45,250 shares 45,250 $1.21M 0.43% -2,553 Timeline OAKI HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 46,230 shares 46,230 $1.19M 0.42% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,615 shares 33,615 $1.16M 0.41% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 604 shares; 2025Q1: 824 shares; 2025Q2: 847 shares; 2025Q3: 863 shares; 2025Q4: 864 shares; 2026Q1: 869 shares; 2026Q2: 887 shares 887 $1.06M 0.37% +18 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: 3,580 shares; 2024Q4: 3,582 shares; 2025Q1: 3,406 shares; 2025Q2: 3,378 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,285 shares; 2026Q2: 3,083 shares 3,083 $1.06M 0.37% -202 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,919 shares; 2025Q2: 23,501 shares; 2025Q3: 21,680 shares; 2025Q4: 22,366 shares; 2026Q1: 18,655 shares; 2026Q2: 18,128 shares 18,128 $1.06M 0.37% -527 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: 3,024 shares; 2024Q4: 6,451 shares; 2025Q1: 9,426 shares; 2025Q2: 9,549 shares; 2025Q3: 9,338 shares; 2025Q4: 9,349 shares; 2026Q1: 9,269 shares; 2026Q2: 9,217 shares 9,217 $1.04M 0.37% -52 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,876 shares 25,876 $1.04M 0.37% new 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: 2,154 shares; 2024Q4: 2,153 shares; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,766 shares; 2026Q2: 1,781 shares 1,781 $1.03M 0.36% +15 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: 7,018 shares; 2024Q4: 7,018 shares; 2025Q1: 7,044 shares; 2025Q2: 7,079 shares; 2025Q3: 7,088 shares; 2025Q4: 7,212 shares; 2026Q1: 7,427 shares; 2026Q2: 7,487 shares 7,487 $1.01M 0.36% +60 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: 2,941 shares; 2024Q4: 2,504 shares; 2025Q1: 3,790 shares; 2025Q2: 3,941 shares; 2025Q3: 3,818 shares; 2025Q4: 3,959 shares; 2026Q1: 4,031 shares; 2026Q2: 4,070 shares 4,070 $970K 0.34% +39 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,881 shares; 2026Q2: 46,424 shares 46,424 $965K 0.34% +25,543 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: 1,641 shares; 2024Q4: 1,582 shares; 2025Q1: 2,375 shares; 2025Q2: 2,396 shares; 2025Q3: 2,435 shares; 2025Q4: 2,541 shares; 2026Q1: 2,576 shares; 2026Q2: 2,586 shares 2,586 $953K 0.33% +10 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: 6,119 shares; 2024Q4: 5,950 shares; 2025Q1: 5,935 shares; 2025Q2: 6,046 shares; 2025Q3: 5,931 shares; 2025Q4: 5,924 shares; 2026Q1: 6,317 shares; 2026Q2: 6,318 shares 6,318 $864K 0.3% +1 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,474 shares; 2024Q4: 2,907 shares; 2025Q1: 4,131 shares; 2025Q2: 4,320 shares; 2025Q3: 4,246 shares; 2025Q4: 4,472 shares; 2026Q1: 5,188 shares; 2026Q2: 5,242 shares 5,242 $858K 0.3% +54 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: 526 shares; 2024Q4: 717 shares; 2025Q1: 788 shares; 2025Q2: 775 shares; 2025Q3: 764 shares; 2025Q4: 760 shares; 2026Q1: 761 shares; 2026Q2: 768 shares 768 $818K 0.29% +7 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,876 shares; 2024Q4: 8,290 shares; 2025Q1: 8,580 shares; 2025Q2: 8,474 shares; 2025Q3: 9,878 shares; 2025Q4: 9,891 shares; 2026Q1: 9,905 shares; 2026Q2: 9,918 shares 9,918 $809K 0.28% +13 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,908 shares; 2024Q4: 10,843 shares; 2025Q1: 10,901 shares; 2025Q2: 11,023 shares; 2025Q3: 9,525 shares; 2025Q4: 8,759 shares; 2026Q1: 8,844 shares; 2026Q2: 8,855 shares 8,855 $804K 0.28% +11 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,172 shares; 2024Q4: 20,691 shares; 2025Q1: 20,694 shares; 2025Q2: 21,946 shares; 2025Q3: 22,148 shares; 2025Q4: 22,151 shares; 2026Q1: 22,154 shares; 2026Q2: 22,649 shares 22,649 $766K 0.27% +495 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: 2,253 shares; 2024Q4: 1,721 shares; 2025Q1: 1,956 shares; 2025Q2: 1,926 shares; 2025Q3: 1,805 shares; 2025Q4: 1,809 shares; 2026Q1: 1,992 shares; 2026Q2: 2,094 shares 2,094 $748K 0.26% +102 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,092 shares; 2025Q4: 3,027 shares; 2026Q1: 2,627 shares; 2026Q2: 2,627 shares 2,627 $732K 0.26% 0 Timeline CATH 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: 5,095 shares; 2024Q4: 5,058 shares; 2025Q1: 5,713 shares; 2025Q2: 5,829 shares; 2025Q3: 7,563 shares; 2025Q4: 8,036 shares; 2026Q1: 8,010 shares; 2026Q2: 8,012 shares 8,012 $709K 0.25% +2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 2,330 shares 2,330 $703K 0.25% +2,097 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: 8,232 shares; 2024Q4: 8,179 shares; 2025Q1: 8,180 shares; 2025Q2: 7,916 shares; 2025Q3: 7,917 shares; 2025Q4: 7,918 shares; 2026Q1: 7,915 shares; 2026Q2: 7,279 shares 7,279 $702K 0.25% -636 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 24,404 shares 24,404 $693K 0.24% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,961 shares; 2024Q4: 14,891 shares; 2025Q1: 14,891 shares; 2025Q2: 13,624 shares; 2025Q3: 13,624 shares; 2025Q4: 13,586 shares; 2026Q1: 13,586 shares; 2026Q2: 13,586 shares 13,586 $668K 0.23% 0 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: 4,233 shares; 2024Q4: 3,499 shares; 2025Q1: 3,703 shares; 2025Q2: 3,263 shares; 2025Q3: 3,124 shares; 2025Q4: 3,681 shares; 2026Q1: 3,960 shares; 2026Q2: 4,127 shares 4,127 $652K 0.23% +167 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,049 shares; 2024Q4: 48,675 shares; 2025Q1: 117,991 shares; 2025Q2: 43,830 shares; 2025Q3: 43,754 shares; 2025Q4: 41,456 shares; 2026Q1: 25,684 shares; 2026Q2: 25,616 shares 25,616 $637K 0.22% -68 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: 3,828 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,928 shares; 2025Q4: 3,928 shares; 2026Q1: 3,928 shares; 2026Q2: 3,924 shares 3,924 $616K 0.22% -4 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: 2,575 shares; 2024Q4: 2,559 shares; 2025Q1: 2,639 shares; 2025Q2: 2,614 shares; 2025Q3: 2,613 shares; 2025Q4: 2,561 shares; 2026Q1: 2,542 shares; 2026Q2: 2,532 shares 2,532 $599K 0.21% -10 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,894 shares; 2024Q4: 4,057 shares; 2025Q1: 4,643 shares; 2025Q2: 4,709 shares; 2025Q3: 5,009 shares; 2025Q4: 6,619 shares; 2026Q1: 6,798 shares; 2026Q2: 7,218 shares 7,218 $585K 0.21% +420 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: 1,250 shares; 2024Q4: 1,191 shares; 2025Q1: 1,176 shares; 2025Q2: 1,159 shares; 2025Q3: 1,146 shares; 2025Q4: 1,128 shares; 2026Q1: 1,126 shares; 2026Q2: 6,723 shares 6,723 $579K 0.2% +5,597 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,829 shares; 2025Q2: 1,809 shares; 2025Q3: 2,009 shares; 2025Q4: 1,990 shares; 2026Q1: 2,150 shares; 2026Q2: 2,129 shares 2,129 $575K 0.2% -21 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: not reported; 2025Q1: 1,286 shares; 2025Q2: 1,345 shares; 2025Q3: 1,588 shares; 2025Q4: 1,668 shares; 2026Q1: 1,676 shares; 2026Q2: 1,656 shares 1,656 $568K 0.2% -20 Timeline DFAS 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: 4,205 shares; 2024Q4: 4,215 shares; 2025Q1: 6,096 shares; 2025Q2: 6,206 shares; 2025Q3: 6,102 shares; 2025Q4: 6,220 shares; 2026Q1: 6,231 shares; 2026Q2: 6,825 shares 6,825 $562K 0.2% +594 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: not reported; 2025Q1: 956 shares; 2025Q2: 1,061 shares; 2025Q3: 936 shares; 2025Q4: 919 shares; 2026Q1: 833 shares; 2026Q2: 770 shares 770 $554K 0.19% -63 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: 550 shares; 2024Q4: 545 shares; 2025Q1: 576 shares; 2025Q2: 574 shares; 2025Q3: 557 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 4,547 shares 4,547 $543K 0.19% +3,982 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,771 shares; 2025Q2: 4,771 shares; 2025Q3: 4,772 shares; 2025Q4: 4,773 shares; 2026Q1: 4,775 shares; 2026Q2: 6,558 shares 6,558 $537K 0.19% +1,783 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,897 shares; 2025Q2: 8,922 shares; 2025Q3: 7,724 shares; 2025Q4: 7,696 shares; 2026Q1: 7,657 shares; 2026Q2: 6,676 shares 6,676 $535K 0.19% -981 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,320 shares; 2025Q2: 9,917 shares; 2025Q3: 8,434 shares; 2025Q4: 8,500 shares; 2026Q1: 9,637 shares; 2026Q2: 11,260 shares 11,260 $534K 0.19% +1,623 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares; 2026Q2: 2,347 shares 2,347 $523K 0.18% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,338 shares; 2024Q4: 170,748 shares; 2025Q1: 12,426 shares; 2025Q2: 10,104 shares; 2025Q3: 10,062 shares; 2025Q4: 8,586 shares; 2026Q1: 8,079 shares; 2026Q2: 7,851 shares 7,851 $522K 0.18% -228 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,157 shares; 2024Q4: 18,510 shares; 2025Q1: 18,514 shares; 2025Q2: 18,432 shares; 2025Q3: 18,235 shares; 2025Q4: 18,040 shares; 2026Q1: 17,818 shares; 2026Q2: 17,716 shares 17,716 $521K 0.18% -102 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: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares; 2025Q4: 2,312 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712 $517K 0.18% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,404 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,457 shares; 2026Q2: 8,046 shares 8,046 $500K 0.18% -411 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,571 shares; 2025Q4: 5,559 shares; 2026Q1: 10,277 shares; 2026Q2: 9,370 shares 9,370 $498K 0.17% -907 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 885 shares; 2025Q1: 1,454 shares; 2025Q2: 1,340 shares; 2025Q3: 1,328 shares; 2025Q4: 1,165 shares; 2026Q1: 1,008 shares; 2026Q2: 1,294 shares 1,294 $489K 0.17% +286 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 995 shares; 2025Q1: 975 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $484K 0.17% 0 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: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 9,381 shares; 2025Q2: 8,993 shares; 2025Q3: 9,093 shares; 2025Q4: 9,618 shares; 2026Q1: 8,588 shares; 2026Q2: 8,866 shares 8,866 $474K 0.17% +278 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,682 shares; 2025Q1: 6,666 shares; 2025Q2: 6,743 shares; 2025Q3: 6,871 shares; 2025Q4: 6,972 shares; 2026Q1: 7,062 shares; 2026Q2: 6,358 shares 6,358 $457K 0.16% -704 Timeline SCHR 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: 16,524 shares; 2025Q2: 23,582 shares; 2025Q3: 23,043 shares; 2025Q4: 22,533 shares; 2026Q1: 17,791 shares; 2026Q2: 18,196 shares 18,196 $449K 0.16% +405 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 4,399 shares; 2025Q1: 4,401 shares; 2025Q2: 4,919 shares; 2025Q3: 4,920 shares; 2025Q4: 4,924 shares; 2026Q1: 4,927 shares; 2026Q2: 4,927 shares 4,927 $447K 0.16% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,181 shares; 2025Q2: 4,197 shares; 2025Q3: 3,642 shares; 2025Q4: 3,624 shares; 2026Q1: 3,592 shares; 2026Q2: 3,135 shares 3,135 $446K 0.16% -457 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,793 shares; 2025Q2: 22,835 shares; 2025Q3: 18,060 shares; 2025Q4: 19,286 shares; 2026Q1: 22,927 shares; 2026Q2: 19,209 shares 19,209 $445K 0.16% -3,718 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: 1,555 shares; 2024Q4: 1,653 shares; 2025Q1: 1,639 shares; 2025Q2: 1,662 shares; 2025Q3: 1,688 shares; 2025Q4: 1,740 shares; 2026Q1: 1,844 shares; 2026Q2: 1,744 shares 1,744 $443K 0.16% -100 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,832 shares; 2025Q1: 11,890 shares; 2025Q2: 11,847 shares; 2025Q3: 9,736 shares; 2025Q4: 8,559 shares; 2026Q1: 7,018 shares; 2026Q2: 6,339 shares 6,339 $440K 0.15% -679 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,422 shares; 2024Q4: 5,435 shares; 2025Q1: 5,448 shares; 2025Q2: 5,340 shares; 2025Q3: 5,568 shares; 2025Q4: 5,505 shares; 2026Q1: 5,521 shares; 2026Q2: 5,666 shares 5,666 $432K 0.15% +145 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,493 shares; 2024Q4: 3,430 shares; 2025Q1: 3,462 shares; 2025Q2: 3,507 shares; 2025Q3: 3,390 shares; 2025Q4: 3,431 shares; 2026Q1: 3,469 shares; 2026Q2: 3,323 shares 3,323 $427K 0.15% -146 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: 2,919 shares; 2025Q3: 3,066 shares; 2025Q4: 3,404 shares; 2026Q1: 4,104 shares; 2026Q2: 4,742 shares 4,742 $426K 0.15% +638 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,001 shares; 2024Q4: 15,891 shares; 2025Q1: 15,891 shares; 2025Q2: 16,241 shares; 2025Q3: 16,241 shares; 2025Q4: 16,241 shares; 2026Q1: 16,241 shares; 2026Q2: 16,241 shares 16,241 $422K 0.15% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,953 shares; 2025Q2: 1,954 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,159 shares; 2026Q2: 2,182 shares 2,182 $414K 0.15% +23 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: 3,462 shares; 2025Q1: 3,793 shares; 2025Q2: 3,560 shares; 2025Q3: 4,019 shares; 2025Q4: 4,609 shares; 2026Q1: 4,120 shares; 2026Q2: 4,126 shares 4,126 $398K 0.14% +6 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,841 shares; 2025Q3: 5,976 shares; 2025Q4: 6,063 shares; 2026Q1: not reported; 2026Q2: 7,846 shares 7,846 $397K 0.14% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,157 shares; 2024Q4: 15,268 shares; 2025Q1: 15,067 shares; 2025Q2: 13,231 shares; 2025Q3: 13,231 shares; 2025Q4: 13,231 shares; 2026Q1: 12,415 shares; 2026Q2: 10,505 shares 10,505 $387K 0.14% -1,910 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,177 shares; 2024Q4: 12,177 shares; 2025Q1: 12,177 shares; 2025Q2: 12,560 shares; 2025Q3: 12,560 shares; 2025Q4: 12,177 shares; 2026Q1: 12,177 shares; 2026Q2: 12,177 shares 12,177 $375K 0.13% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,562 shares; 2025Q1: 3,638 shares; 2025Q2: 3,642 shares; 2025Q3: 4,255 shares; 2025Q4: 4,259 shares; 2026Q1: 4,263 shares; 2026Q2: 4,267 shares 4,267 $374K 0.13% +4 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $371K 0.13% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: 1,684 shares; 2025Q3: 1,462 shares; 2025Q4: 1,599 shares; 2026Q1: 1,683 shares; 2026Q2: 1,686 shares 1,686 $368K 0.13% +3 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: not reported; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 677 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $364K 0.13% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,872 shares; 2025Q3: 6,770 shares; 2025Q4: 6,120 shares; 2026Q1: 6,018 shares; 2026Q2: 4,547 shares 4,547 $361K 0.13% -1,471 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: 940 shares; 2024Q4: 730 shares; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 877 shares; 2025Q4: 857 shares; 2026Q1: 849 shares; 2026Q2: 852 shares 852 $358K 0.13% +3 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,676 shares; 2024Q4: 5,688 shares; 2025Q1: 7,374 shares; 2025Q2: 7,486 shares; 2025Q3: 7,475 shares; 2025Q4: 7,708 shares; 2026Q1: 8,330 shares; 2026Q2: 8,458 shares 8,458 $358K 0.13% +128 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,524 shares; 2024Q4: 9,050 shares; 2025Q1: 9,174 shares; 2025Q2: 9,174 shares; 2025Q3: 9,174 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares; 2026Q2: 9,848 shares 9,848 $356K 0.13% +690 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: not reported; 2025Q1: 1,870 shares; 2025Q2: 2,299 shares; 2025Q3: 2,055 shares; 2025Q4: 2,194 shares; 2026Q1: 2,115 shares; 2026Q2: 1,996 shares 1,996 $351K 0.12% -119 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 501 shares; 2025Q1: 557 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 543 shares 543 $344K 0.12% -5 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,756 shares; 2024Q4: 11,604 shares; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,258 shares; 2025Q4: 5,071 shares; 2026Q1: 6,483 shares; 2026Q2: 6,478 shares 6,478 $342K 0.12% -5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,017 shares; 2026Q2: 1,122 shares 1,122 $340K 0.12% +105 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: 2,707 shares; 2024Q4: 2,709 shares; 2025Q1: 2,827 shares; 2025Q2: 2,829 shares; 2025Q3: 3,280 shares; 2025Q4: 3,282 shares; 2026Q1: 3,674 shares; 2026Q2: 3,512 shares 3,512 $336K 0.12% -162 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: 7,346 shares; 2024Q4: 6,875 shares; 2025Q1: 6,483 shares; 2025Q2: 6,432 shares; 2025Q3: 6,512 shares; 2025Q4: 6,488 shares; 2026Q1: 6,181 shares; 2026Q2: 5,780 shares 5,780 $333K 0.12% -401 Timeline DFSU 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: 6,957 shares; 2025Q2: 6,957 shares; 2025Q3: 6,957 shares; 2025Q4: 7,022 shares; 2026Q1: 7,022 shares; 2026Q2: 7,063 shares 7,063 $329K 0.12% +41 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,255 shares; 2024Q4: 2,460 shares; 2025Q1: 2,697 shares; 2025Q2: 2,698 shares; 2025Q3: 2,793 shares; 2025Q4: 2,793 shares; 2026Q1: 2,793 shares; 2026Q2: 2,793 shares 2,793 $326K 0.11% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,408 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,460 shares 2,460 $325K 0.11% +14 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: not reported; 2025Q1: 543 shares; 2025Q2: 592 shares; 2025Q3: 540 shares; 2025Q4: 618 shares; 2026Q1: 687 shares; 2026Q2: 675 shares 675 $315K 0.11% -12 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,252 shares 15,252 $313K 0.11% new 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 reported; 2024Q4: 1,621 shares; 2025Q1: 1,556 shares; 2025Q2: 1,551 shares; 2025Q3: 1,582 shares; 2025Q4: 1,575 shares; 2026Q1: 1,738 shares; 2026Q2: 1,876 shares 1,876 $311K 0.11% +138 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,348 shares; 2025Q4: 5,388 shares; 2026Q1: 5,426 shares; 2026Q2: 5,466 shares 5,466 $308K 0.11% +40 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 394 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 606 shares; 2026Q1: 606 shares; 2026Q2: 612 shares 612 $307K 0.11% +6 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,790 shares; 2025Q3: 2,749 shares; 2025Q4: not reported; 2026Q1: 3,665 shares; 2026Q2: 3,682 shares 3,682 $306K 0.11% +17 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: 1,711 shares; 2026Q2: 1,704 shares 1,704 $301K 0.11% -7 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,593 shares 10,593 $296K 0.1% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857 shares 857 $292K 0.1% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,001 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 702 shares; 2026Q1: 776 shares; 2026Q2: 817 shares 817 $288K 0.1% +41 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $281K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $279K 0.1% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,842 shares; 2025Q3: 1,731 shares; 2025Q4: 2,451 shares; 2026Q1: 2,558 shares; 2026Q2: 1,749 shares 1,749 $277K 0.1% -809 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,533 shares; 2025Q4: 7,580 shares; 2026Q1: 7,623 shares; 2026Q2: 7,329 shares 7,329 $269K 0.09% -294 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 728 shares 728 $269K 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; 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: 279 shares 279 $269K 0.09% new 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: 1,655 shares; 2025Q2: 1,745 shares; 2025Q3: 1,589 shares; 2025Q4: 1,664 shares; 2026Q1: 1,668 shares; 2026Q2: 1,637 shares 1,637 $268K 0.09% -31 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: 303 shares; 2024Q4: 294 shares; 2025Q1: 440 shares; 2025Q2: 385 shares; 2025Q3: 319 shares; 2025Q4: 305 shares; 2026Q1: 290 shares; 2026Q2: 284 shares 284 $266K 0.09% -6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,519 shares; 2024Q4: 10,671 shares; 2025Q1: 10,535 shares; 2025Q2: 11,242 shares; 2025Q3: 12,527 shares; 2025Q4: 12,513 shares; 2026Q1: 12,517 shares; 2026Q2: 12,299 shares 12,299 $255K 0.09% -218 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $253K 0.09% new Timeline FNDA 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: 4,720 shares; 2024Q4: 7,026 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,420 shares; 2026Q1: 6,453 shares; 2026Q2: 6,445 shares 6,445 $245K 0.09% -8 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: 1,003 shares; 2024Q4: 910 shares; 2025Q1: 915 shares; 2025Q2: 917 shares; 2025Q3: 919 shares; 2025Q4: 921 shares; 2026Q1: 923 shares; 2026Q2: 901 shares 901 $245K 0.09% -22 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,134 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,092 shares; 2026Q2: 4,339 shares 4,339 $237K 0.08% -753 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,205 shares; 2026Q2: 5,205 shares 5,205 $234K 0.08% 0 Timeline FTCS 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: 2,384 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,426 shares; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $229K 0.08% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,036 shares 1,036 $226K 0.08% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $225K 0.08% new Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,582 shares 9,582 $224K 0.08% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,615 shares 2,615 $219K 0.08% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,149 shares; 2024Q4: 10,149 shares; 2025Q1: 10,149 shares; 2025Q2: 10,149 shares; 2025Q3: 10,149 shares; 2025Q4: 10,149 shares; 2026Q1: 10,149 shares; 2026Q2: 10,149 shares 10,149 $217K 0.08% 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: not reported; 2026Q2: 2,409 shares 2,409 $217K 0.08% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $216K 0.08% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,917 shares 6,917 $215K 0.08% new Timeline JQUA 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: 17,209 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,974 shares 2,974 $215K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,693 shares; 2025Q4: not reported; 2026Q1: 2,022 shares; 2026Q2: 1,692 shares 1,692 $214K 0.08% -330 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,493 shares 5,493 $213K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,416 shares; 2026Q2: 1,448 shares 1,448 $212K 0.07% +32 Timeline INTF 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: 5,141 shares; 2026Q2: 5,171 shares 5,171 $212K 0.07% +30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 308 shares 308 $212K 0.07% new 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: not reported; 2025Q1: 6,306 shares; 2025Q2: 6,939 shares; 2025Q3: 6,401 shares; 2025Q4: 6,805 shares; 2026Q1: 7,934 shares; 2026Q2: 7,475 shares 7,475 $211K 0.07% -459 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,241 shares 4,241 $207K 0.07% new 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: not reported; 2025Q3: 254 shares; 2025Q4: 1,415 shares; 2026Q1: 2,178 shares; 2026Q2: 2,081 shares 2,081 $207K 0.07% -97 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,626 shares; 2026Q2: 8,577 shares 8,577 $207K 0.07% -49 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,103 shares 1,103 $206K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $206K 0.07% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares 3,387 $205K 0.07% 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: 282 shares 282 $204K 0.07% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,005 shares; 2025Q2: 4,589 shares; 2025Q3: 3,591 shares; 2025Q4: 2,883 shares; 2026Q1: not reported; 2026Q2: 2,386 shares 2,386 $202K 0.07% 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: 1,112 shares; 2025Q3: 1,288 shares; 2025Q4: 1,332 shares; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $200K 0.07% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,670 shares; 2024Q4: 11,709 shares; 2025Q1: 10,352 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,073 shares; 2026Q1: 10,073 shares; 2026Q2: 10,073 shares 10,073 $180K 0.06% 0 Timeline DSX DIANA SHIPPING INC More: the full row for DIANA SHIPPING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,117 shares; 2024Q4: 20,222 shares; 2025Q1: 20,338 shares; 2025Q2: 20,464 shares; 2025Q3: 20,573 shares; 2025Q4: 20,691 shares; 2026Q1: 20,776 shares; 2026Q2: 20,851 shares 20,851 $43.8K 0.02% +75 Timeline NHTC NATURAL HEALTH TRENDS CORP More: the full row for NATURAL HEALTH TRENDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,904 shares; 2024Q4: 10,904 shares; 2025Q1: 10,904 shares; 2025Q2: 10,904 shares; 2025Q3: 10,904 shares; 2025Q4: 10,904 shares; 2026Q1: 10,904 shares; 2026Q2: 10,904 shares 10,904 $19.3K 0.01% 0 Timeline