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: 2,916,821 shares; 2024Q4: 9,110,044 shares; 2025Q1: 8,085,589 shares; 2025Q2: 8,268,173 shares; 2025Q3: 8,751,118 shares; 2025Q4: 9,179,896 shares; 2026Q1: 9,370,273 shares; 2026Q2: 10,931,518 shares 10,931,518 $340M 13.13% +1,561,245 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: 3,330,253 shares; 2024Q4: 10,339,604 shares; 2025Q1: 9,181,848 shares; 2025Q2: 9,304,081 shares; 2025Q3: 9,633,628 shares; 2025Q4: 9,936,362 shares; 2026Q1: 10,166,832 shares; 2026Q2: 10,922,591 shares 10,922,591 $321M 12.42% +755,759 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: 1,848,527 shares; 2024Q4: 7,620,902 shares; 2025Q1: 6,685,573 shares; 2025Q2: 6,807,071 shares; 2025Q3: 7,014,190 shares; 2025Q4: 7,256,974 shares; 2026Q1: 7,413,124 shares; 2026Q2: 8,537,060 shares 8,537,060 $289M 11.16% +1,123,936 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: 3,282,371 shares; 2024Q4: 7,018,602 shares; 2025Q1: 6,492,281 shares; 2025Q2: 6,556,228 shares; 2025Q3: 7,316,348 shares; 2025Q4: 8,050,164 shares; 2026Q1: 8,408,940 shares; 2026Q2: 9,317,087 shares 9,317,087 $258M 9.97% +908,147 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,004 shares; 2024Q4: 290,643 shares; 2025Q1: 395,896 shares; 2025Q2: 1,069,548 shares; 2025Q3: 1,156,105 shares; 2025Q4: 1,253,478 shares; 2026Q1: 1,311,932 shares; 2026Q2: 1,973,980 shares 1,973,980 $92.7M 3.58% +662,048 Timeline SCHC 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: 1,367,778 shares; 2024Q4: 1,409,450 shares; 2025Q1: 1,373,351 shares; 2025Q2: 1,354,346 shares; 2025Q3: 1,447,942 shares; 2025Q4: 1,603,280 shares; 2026Q1: 1,645,574 shares; 2026Q2: 1,711,610 shares 1,711,610 $82.4M 3.18% +66,036 Timeline FDEM 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: 33,567 shares; 2024Q4: 195,119 shares; 2025Q1: 321,746 shares; 2025Q2: 398,018 shares; 2025Q3: 556,084 shares; 2025Q4: 737,254 shares; 2026Q1: 834,445 shares; 2026Q2: 2,247,221 shares 2,247,221 $81.6M 3.15% +1,412,776 Timeline VOE 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: 286,081 shares; 2024Q4: 296,955 shares; 2025Q1: 295,373 shares; 2025Q2: 309,883 shares; 2025Q3: 328,554 shares; 2025Q4: 347,264 shares; 2026Q1: 353,982 shares; 2026Q2: 382,832 shares 382,832 $75.6M 2.92% +28,850 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: 178,989 shares; 2024Q4: 184,657 shares; 2025Q1: 181,127 shares; 2025Q2: 186,310 shares; 2025Q3: 193,622 shares; 2025Q4: 203,205 shares; 2026Q1: 208,751 shares; 2026Q2: 235,745 shares 235,745 $72.2M 2.79% +26,994 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423,928 shares; 2024Q4: 2,768,143 shares; 2025Q1: 2,653,953 shares; 2025Q2: 1,707,052 shares; 2025Q3: 1,779,505 shares; 2025Q4: 1,916,045 shares; 2026Q1: 1,990,840 shares; 2026Q2: 2,609,832 shares 2,609,832 $60.4M 2.33% +618,992 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: 122,296 shares; 2024Q4: 128,011 shares; 2025Q1: 126,938 shares; 2025Q2: 128,647 shares; 2025Q3: 130,500 shares; 2025Q4: 133,850 shares; 2026Q1: 133,535 shares; 2026Q2: 116,187 shares 116,187 $28.2M 1.09% -17,348 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: 78,385 shares; 2024Q4: 81,595 shares; 2025Q1: 74,678 shares; 2025Q2: 80,263 shares; 2025Q3: 82,549 shares; 2025Q4: 84,619 shares; 2026Q1: 89,389 shares; 2026Q2: 91,902 shares 91,902 $26.6M 1.03% +2,513 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: 40,770 shares; 2024Q4: 41,619 shares; 2025Q1: 38,001 shares; 2025Q2: 38,704 shares; 2025Q3: 38,269 shares; 2025Q4: 37,913 shares; 2026Q1: 37,249 shares; 2026Q2: 33,698 shares 33,698 $25.2M 0.97% -3,551 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: 89,383 shares; 2024Q4: 90,998 shares; 2025Q1: 93,613 shares; 2025Q2: 92,742 shares; 2025Q3: 98,295 shares; 2025Q4: 105,161 shares; 2026Q1: 113,449 shares; 2026Q2: 120,319 shares 120,319 $24.1M 0.93% +6,870 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781,440 shares; 2024Q4: 901,184 shares; 2025Q1: 899,395 shares; 2025Q2: 968,637 shares; 2025Q3: 1,036,507 shares; 2025Q4: 1,147,029 shares; 2026Q1: 1,201,456 shares; 2026Q2: 834,106 shares 834,106 $21.9M 0.85% -367,350 Timeline VBK 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: 76,494 shares; 2024Q4: 81,051 shares; 2025Q1: 81,070 shares; 2025Q2: 80,703 shares; 2025Q3: 74,059 shares; 2025Q4: 77,204 shares; 2026Q1: 75,478 shares; 2026Q2: 58,684 shares 58,684 $21.5M 0.83% -16,794 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,972 shares; 2024Q4: 203,064 shares; 2025Q1: 156,636 shares; 2025Q2: 218,188 shares; 2025Q3: 221,830 shares; 2025Q4: 226,085 shares; 2026Q1: 227,233 shares; 2026Q2: 208,548 shares 208,548 $20.1M 0.78% -18,685 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: 45,683 shares; 2024Q4: 57,082 shares; 2025Q1: 52,966 shares; 2025Q2: 54,450 shares; 2025Q3: 57,392 shares; 2025Q4: 59,692 shares; 2026Q1: 61,703 shares; 2026Q2: 61,748 shares 61,748 $18.7M 0.72% +45 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: 316,872 shares; 2024Q4: 330,459 shares; 2025Q1: 268,873 shares; 2025Q2: 330,910 shares; 2025Q3: 329,517 shares; 2025Q4: 325,735 shares; 2026Q1: 312,288 shares; 2026Q2: 271,475 shares 271,475 $16.5M 0.64% -40,813 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: 140,510 shares; 2024Q4: 284,532 shares; 2025Q1: 245,856 shares; 2025Q2: 304,037 shares; 2025Q3: 322,930 shares; 2025Q4: 356,388 shares; 2026Q1: 373,441 shares; 2026Q2: 592,741 shares 592,741 $15.7M 0.61% +219,300 Timeline AGZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,172 shares; 2024Q4: 203,374 shares; 2025Q1: 203,166 shares; 2025Q2: 216,313 shares; 2025Q3: 244,369 shares; 2025Q4: 284,437 shares; 2026Q1: 300,604 shares; 2026Q2: 642,605 shares 642,605 $14.5M 0.56% +342,001 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: 61,620 shares; 2024Q4: 58,925 shares; 2025Q1: 59,723 shares; 2025Q2: 52,516 shares; 2025Q3: 50,981 shares; 2025Q4: 49,398 shares; 2026Q1: 53,251 shares; 2026Q2: 49,227 shares 49,227 $14.3M 0.55% -4,024 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 191,975 shares; 2025Q1: 230,244 shares; 2025Q2: 227,660 shares; 2025Q3: 236,116 shares; 2025Q4: 249,172 shares; 2026Q1: 252,802 shares; 2026Q2: 281,475 shares 281,475 $13.7M 0.53% +28,673 Timeline CORP 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: 90,038 shares; 2024Q4: 91,981 shares; 2025Q1: 90,082 shares; 2025Q2: 91,857 shares; 2025Q3: 96,177 shares; 2025Q4: 102,912 shares; 2026Q1: 109,271 shares; 2026Q2: 139,192 shares 139,192 $13.5M 0.52% +29,921 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,717 shares; 2024Q4: 194,995 shares; 2025Q1: 179,616 shares; 2025Q2: 188,139 shares; 2025Q3: 212,664 shares; 2025Q4: 239,682 shares; 2026Q1: 254,006 shares; 2026Q2: 143,484 shares 143,484 $11.2M 0.43% -110,522 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,666 shares; 2024Q4: 4,109 shares; 2025Q1: 4,035 shares; 2025Q2: 4,462 shares; 2025Q3: 4,303 shares; 2025Q4: 4,603 shares; 2026Q1: 5,343 shares; 2026Q2: 91,288 shares 91,288 $11.1M 0.43% +85,945 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: 127,178 shares; 2024Q4: 135,894 shares; 2025Q1: 62,420 shares; 2025Q2: 58,690 shares; 2025Q3: 60,906 shares; 2025Q4: 64,617 shares; 2026Q1: 77,642 shares; 2026Q2: 105,796 shares 105,796 $10.8M 0.42% +28,154 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,319 shares; 2024Q4: 69,732 shares; 2025Q1: 96,962 shares; 2025Q2: 125,133 shares; 2025Q3: 162,584 shares; 2025Q4: 219,214 shares; 2026Q1: 248,429 shares; 2026Q2: 539,081 shares 539,081 $10.4M 0.4% +290,652 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: 25,455 shares; 2024Q4: 27,351 shares; 2025Q1: 27,117 shares; 2025Q2: 30,140 shares; 2025Q3: 32,747 shares; 2025Q4: 36,093 shares; 2026Q1: 36,741 shares; 2026Q2: 41,222 shares 41,222 $9.82M 0.38% +4,481 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: 262,222 shares; 2024Q4: 266,225 shares; 2025Q1: 265,607 shares; 2025Q2: 255,476 shares; 2025Q3: 263,626 shares; 2025Q4: 270,691 shares; 2026Q1: 273,144 shares; 2026Q2: 46,159 shares 46,159 $9.82M 0.38% -226,985 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: 16,273 shares; 2024Q4: 17,898 shares; 2025Q1: 17,034 shares; 2025Q2: 17,813 shares; 2025Q3: 20,925 shares; 2025Q4: 23,290 shares; 2026Q1: 23,986 shares; 2026Q2: 25,744 shares 25,744 $9.6M 0.37% +1,758 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188,682 shares 188,682 $9.56M 0.37% new 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: 1,304,505 shares; 2024Q4: 1,217,631 shares; 2025Q1: 1,096,378 shares; 2025Q2: 1,018,940 shares; 2025Q3: 1,000,797 shares; 2025Q4: 982,428 shares; 2026Q1: 939,664 shares; 2026Q2: 243,281 shares 243,281 $8.82M 0.34% -696,383 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: 110,856 shares; 2024Q4: 114,175 shares; 2025Q1: 44,910 shares; 2025Q2: 50,689 shares; 2025Q3: 49,641 shares; 2025Q4: 51,689 shares; 2026Q1: 55,132 shares; 2026Q2: 58,747 shares 58,747 $8.71M 0.34% +3,615 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: 12,597 shares; 2024Q4: 12,549 shares; 2025Q1: 10,482 shares; 2025Q2: 19,000 shares; 2025Q3: 18,279 shares; 2025Q4: 17,796 shares; 2026Q1: 17,687 shares; 2026Q2: 67,636 shares 67,636 $8.4M 0.32% +49,949 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,644 shares; 2024Q4: 98,431 shares; 2025Q1: 127,910 shares; 2025Q2: 146,116 shares; 2025Q3: 171,253 shares; 2025Q4: 196,604 shares; 2026Q1: 221,169 shares; 2026Q2: 437,028 shares 437,028 $8.34M 0.32% +215,859 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,754 shares; 2024Q4: 205,620 shares; 2025Q1: 204,395 shares; 2025Q2: 201,951 shares; 2025Q3: 201,542 shares; 2025Q4: 200,085 shares; 2026Q1: 187,500 shares; 2026Q2: 188,689 shares 188,689 $8.16M 0.32% +1,189 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: 50,501 shares; 2024Q4: 51,102 shares; 2025Q1: 19,923 shares; 2025Q2: 20,595 shares; 2025Q3: 20,086 shares; 2025Q4: 20,958 shares; 2026Q1: 22,330 shares; 2026Q2: 100,365 shares 100,365 $8.09M 0.31% +78,035 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: 10,757 shares; 2024Q4: 11,576 shares; 2025Q1: 11,205 shares; 2025Q2: 13,110 shares; 2025Q3: 14,137 shares; 2025Q4: 15,653 shares; 2026Q1: 23,277 shares; 2026Q2: 22,218 shares 22,218 $7.94M 0.31% -1,059 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: 116,726 shares; 2024Q4: 129,091 shares; 2025Q1: 98,235 shares; 2025Q2: 97,334 shares; 2025Q3: 112,582 shares; 2025Q4: 108,925 shares; 2026Q1: 102,239 shares; 2026Q2: 101,085 shares 101,085 $7.2M 0.28% -1,154 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,019 shares; 2024Q4: 34,640 shares; 2025Q1: 33,805 shares; 2025Q2: 33,095 shares; 2025Q3: 35,925 shares; 2025Q4: 34,817 shares; 2026Q1: 35,244 shares; 2026Q2: 49,219 shares 49,219 $6.98M 0.27% +13,975 Timeline MDYG 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: 223,285 shares; 2024Q4: 210,970 shares; 2025Q1: 193,055 shares; 2025Q2: 187,998 shares; 2025Q3: 185,017 shares; 2025Q4: 182,193 shares; 2026Q1: 177,081 shares; 2026Q2: 57,960 shares 57,960 $6.5M 0.25% -119,121 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151,469 shares 151,469 $6.48M 0.25% new Timeline SHM 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: 80,458 shares; 2024Q4: 82,101 shares; 2025Q1: 54,014 shares; 2025Q2: 90,540 shares; 2025Q3: 96,215 shares; 2025Q4: 106,049 shares; 2026Q1: 109,314 shares; 2026Q2: 134,384 shares 134,384 $6.45M 0.25% +25,070 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,615 shares; 2024Q4: 162,424 shares; 2025Q1: 145,361 shares; 2025Q2: 158,882 shares; 2025Q3: 157,873 shares; 2025Q4: 160,908 shares; 2026Q1: 158,851 shares; 2026Q2: 148,750 shares 148,750 $6.44M 0.25% -10,101 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: 16,758 shares; 2024Q4: 17,609 shares; 2025Q1: 16,679 shares; 2025Q2: 32,836 shares; 2025Q3: 32,728 shares; 2025Q4: 33,332 shares; 2026Q1: 33,286 shares; 2026Q2: 29,326 shares 29,326 $6.39M 0.25% -3,960 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: 8,785 shares; 2024Q4: 11,039 shares; 2025Q1: 11,220 shares; 2025Q2: 12,940 shares; 2025Q3: 11,952 shares; 2025Q4: 11,951 shares; 2026Q1: 18,548 shares; 2026Q2: 17,498 shares 17,498 $6.18M 0.24% -1,050 Timeline LONZ 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: not reported; 2026Q1: not reported; 2026Q2: 115,747 shares 115,747 $5.71M 0.22% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,413 shares; 2024Q4: 145,696 shares; 2025Q1: 143,413 shares; 2025Q2: 143,484 shares; 2025Q3: 143,477 shares; 2025Q4: 136,972 shares; 2026Q1: 136,433 shares; 2026Q2: 135,857 shares 135,857 $5.65M 0.22% -576 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: 7,621 shares; 2024Q4: 8,157 shares; 2025Q1: 6,976 shares; 2025Q2: 8,142 shares; 2025Q3: 7,479 shares; 2025Q4: 7,556 shares; 2026Q1: 20,683 shares; 2026Q2: 22,221 shares 22,221 $5.64M 0.22% +1,538 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,587 shares; 2024Q4: 53,205 shares; 2025Q1: 36,884 shares; 2025Q2: 49,117 shares; 2025Q3: 47,470 shares; 2025Q4: 46,266 shares; 2026Q1: 43,104 shares; 2026Q2: 33,846 shares 33,846 $5.57M 0.22% -9,258 Timeline MDYV 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: 178,410 shares; 2024Q4: 165,888 shares; 2025Q1: 155,544 shares; 2025Q2: 153,601 shares; 2025Q3: 150,744 shares; 2025Q4: 148,150 shares; 2026Q1: 142,608 shares; 2026Q2: 57,471 shares 57,471 $5.45M 0.21% -85,137 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: 4,312 shares; 2024Q4: 8,131 shares; 2025Q1: 7,378 shares; 2025Q2: 7,278 shares; 2025Q3: 9,371 shares; 2025Q4: 12,087 shares; 2026Q1: 12,634 shares; 2026Q2: 14,393 shares 14,393 $5.44M 0.21% +1,759 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: 53,922 shares; 2024Q4: 52,194 shares; 2025Q1: 44,116 shares; 2025Q2: 46,401 shares; 2025Q3: 44,808 shares; 2025Q4: 45,825 shares; 2026Q1: 48,495 shares; 2026Q2: 35,997 shares 35,997 $5.27M 0.2% -12,498 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,733 shares; 2024Q4: 10,254 shares; 2025Q1: 10,069 shares; 2025Q2: 22,537 shares; 2025Q3: 21,713 shares; 2025Q4: 21,318 shares; 2026Q1: 19,817 shares; 2026Q2: 15,002 shares 15,002 $5.16M 0.2% -4,815 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,940 shares; 2024Q4: 78,582 shares; 2025Q1: 78,977 shares; 2025Q2: 82,130 shares; 2025Q3: 87,308 shares; 2025Q4: 92,356 shares; 2026Q1: 99,187 shares; 2026Q2: 110,653 shares 110,653 $5.06M 0.2% +11,466 Timeline MINO 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: not reported; 2026Q1: not reported; 2026Q2: 109,529 shares 109,529 $5.01M 0.19% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,688 shares; 2024Q4: 120,471 shares; 2025Q1: 85,660 shares; 2025Q2: 78,606 shares; 2025Q3: 77,905 shares; 2025Q4: 79,508 shares; 2026Q1: 77,130 shares; 2026Q2: 98,971 shares 98,971 $5.01M 0.19% +21,841 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: 3,150 shares; 2024Q4: 3,377 shares; 2025Q1: 3,255 shares; 2025Q2: 3,257 shares; 2025Q3: 3,521 shares; 2025Q4: 3,590 shares; 2026Q1: 3,921 shares; 2026Q2: 4,144 shares 4,144 $4.97M 0.19% +223 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,891 shares; 2024Q4: 113,419 shares; 2025Q1: 94,315 shares; 2025Q2: 90,542 shares; 2025Q3: 90,575 shares; 2025Q4: 94,756 shares; 2026Q1: 95,051 shares; 2026Q2: 82,274 shares 82,274 $4.91M 0.19% -12,777 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: 8,722 shares; 2024Q4: 10,019 shares; 2025Q1: 6,888 shares; 2025Q2: 7,547 shares; 2025Q3: 7,591 shares; 2025Q4: 7,174 shares; 2026Q1: 6,970 shares; 2026Q2: 6,410 shares 6,410 $4.79M 0.18% -560 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: 7,232 shares; 2024Q4: 6,578 shares; 2025Q1: 7,780 shares; 2025Q2: 7,538 shares; 2025Q3: 7,623 shares; 2025Q4: 8,342 shares; 2026Q1: 9,294 shares; 2026Q2: 10,588 shares 10,588 $4.45M 0.17% +1,294 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: 6,264 shares; 2024Q4: 6,316 shares; 2025Q1: 5,357 shares; 2025Q2: 5,476 shares; 2025Q3: 6,099 shares; 2025Q4: 6,208 shares; 2026Q1: 6,330 shares; 2026Q2: 37,159 shares 37,159 $4.44M 0.17% +30,829 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: 17,377 shares; 2024Q4: 17,408 shares; 2025Q1: 15,746 shares; 2025Q2: 10,212 shares; 2025Q3: 10,587 shares; 2025Q4: 15,844 shares; 2026Q1: 18,070 shares; 2026Q2: 17,535 shares 17,535 $4.41M 0.17% -535 Timeline FNDE 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: 302,332 shares; 2024Q4: 279,661 shares; 2025Q1: 266,094 shares; 2025Q2: 320,551 shares; 2025Q3: 314,691 shares; 2025Q4: 311,008 shares; 2026Q1: 300,584 shares; 2026Q2: 109,052 shares 109,052 $4.33M 0.17% -191,532 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: 5,517 shares; 2024Q4: 5,753 shares; 2025Q1: 5,556 shares; 2025Q2: 6,325 shares; 2025Q3: 6,667 shares; 2025Q4: 8,097 shares; 2026Q1: 8,471 shares; 2026Q2: 7,629 shares 7,629 $4.3M 0.17% -842 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 123,024 shares 123,024 $4.2M 0.16% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,164 shares; 2024Q4: 250,104 shares; 2025Q1: 155,834 shares; 2025Q2: 42,476 shares; 2025Q3: 146,387 shares; 2025Q4: 153,658 shares; 2026Q1: 158,922 shares; 2026Q2: 164,092 shares 164,092 $4.15M 0.16% +5,170 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,081 shares; 2024Q4: 18,072 shares; 2025Q1: 17,699 shares; 2025Q2: 17,499 shares; 2025Q3: 17,376 shares; 2025Q4: 17,559 shares; 2026Q1: 18,644 shares; 2026Q2: 19,930 shares 19,930 $3.98M 0.15% +1,286 Timeline TFI 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: 247,344 shares; 2024Q4: 232,448 shares; 2025Q1: 142,491 shares; 2025Q2: 129,011 shares; 2025Q3: 138,942 shares; 2025Q4: 155,134 shares; 2026Q1: 155,926 shares; 2026Q2: 86,268 shares 86,268 $3.95M 0.15% -69,658 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: 16,395 shares; 2024Q4: 85,284 shares; 2025Q1: 101,189 shares; 2025Q2: 101,998 shares; 2025Q3: 103,019 shares; 2025Q4: 106,755 shares; 2026Q1: 107,503 shares; 2026Q2: 103,573 shares 103,573 $3.82M 0.15% -3,930 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,045 shares; 2024Q4: 7,480 shares; 2025Q1: 7,207 shares; 2025Q2: 6,874 shares; 2025Q3: 7,348 shares; 2025Q4: 7,873 shares; 2026Q1: 8,626 shares; 2026Q2: 5,348 shares 5,348 $3.67M 0.14% -3,278 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,638 shares; 2024Q4: 79,296 shares; 2025Q1: 60,291 shares; 2025Q2: 87,208 shares; 2025Q3: 87,684 shares; 2025Q4: 87,757 shares; 2026Q1: 87,116 shares; 2026Q2: 81,910 shares 81,910 $3.58M 0.14% -5,206 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,737 shares; 2024Q4: 80,737 shares; 2025Q1: 80,110 shares; 2025Q2: 77,763 shares; 2025Q3: 76,960 shares; 2025Q4: 74,386 shares; 2026Q1: 74,354 shares; 2026Q2: 72,321 shares 72,321 $3.53M 0.14% -2,033 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: 108,655 shares; 2024Q4: 109,740 shares; 2025Q1: 106,988 shares; 2025Q2: 110,856 shares; 2025Q3: 115,222 shares; 2025Q4: 123,059 shares; 2026Q1: 129,377 shares; 2026Q2: 32,612 shares 32,612 $3.52M 0.14% -96,765 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: 3,407 shares; 2024Q4: 3,212 shares; 2025Q1: 3,454 shares; 2025Q2: 4,361 shares; 2025Q3: 5,316 shares; 2025Q4: 4,871 shares; 2026Q1: 6,121 shares; 2026Q2: 6,005 shares 6,005 $3.49M 0.13% -116 Timeline PZA 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: 307,774 shares; 2024Q4: 329,882 shares; 2025Q1: 194,325 shares; 2025Q2: 212,171 shares; 2025Q3: 172,883 shares; 2025Q4: 166,678 shares; 2026Q1: 157,104 shares; 2026Q2: 145,301 shares 145,301 $3.42M 0.13% -11,803 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: 6,900 shares; 2024Q4: 6,451 shares; 2025Q1: 6,190 shares; 2025Q2: 7,262 shares; 2025Q3: 7,400 shares; 2025Q4: 7,967 shares; 2026Q1: 7,998 shares; 2026Q2: 39,333 shares 39,333 $3.39M 0.13% +31,335 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: 40,009 shares; 2024Q4: 12,733 shares; 2025Q1: 9,564 shares; 2025Q2: 8,861 shares; 2025Q3: 8,477 shares; 2025Q4: 8,362 shares; 2026Q1: 8,498 shares; 2026Q2: 8,888 shares 8,888 $3.29M 0.13% +390 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: 17,951 shares; 2024Q4: 18,664 shares; 2025Q1: 18,576 shares; 2025Q2: 20,153 shares; 2025Q3: 20,424 shares; 2025Q4: 20,515 shares; 2026Q1: 23,996 shares; 2026Q2: 25,372 shares 25,372 $3.26M 0.13% +1,376 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,864 shares; 2024Q4: 50,634 shares; 2025Q1: 33,979 shares; 2025Q2: 34,148 shares; 2025Q3: 35,161 shares; 2025Q4: 38,577 shares; 2026Q1: 37,535 shares; 2026Q2: 31,381 shares 31,381 $3.26M 0.13% -6,154 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,977 shares; 2024Q4: 65,825 shares; 2025Q1: 43,115 shares; 2025Q2: 36,101 shares; 2025Q3: 40,202 shares; 2025Q4: 48,619 shares; 2026Q1: 50,823 shares; 2026Q2: 29,996 shares 29,996 $3.23M 0.12% -20,827 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,745 shares; 2024Q4: 25,372 shares; 2025Q1: 26,353 shares; 2025Q2: 23,628 shares; 2025Q3: 25,415 shares; 2025Q4: 25,371 shares; 2026Q1: 25,548 shares; 2026Q2: 25,513 shares 25,513 $3.22M 0.12% -35 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,732 shares; 2024Q4: 41,126 shares; 2025Q1: 31,901 shares; 2025Q2: 28,830 shares; 2025Q3: 24,656 shares; 2025Q4: 29,238 shares; 2026Q1: 27,948 shares; 2026Q2: 30,659 shares 30,659 $3.09M 0.12% +2,711 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: 13,816 shares; 2024Q4: 17,625 shares; 2025Q1: 18,053 shares; 2025Q2: 18,198 shares; 2025Q3: 19,296 shares; 2025Q4: 17,768 shares; 2026Q1: 20,071 shares; 2026Q2: 22,554 shares 22,554 $3.08M 0.12% +2,483 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: 6,754 shares; 2024Q4: 7,606 shares; 2025Q1: 7,916 shares; 2025Q2: 9,530 shares; 2025Q3: 9,367 shares; 2025Q4: 14,118 shares; 2026Q1: 18,713 shares; 2026Q2: 20,562 shares 20,562 $3.01M 0.12% +1,849 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: 856 shares; 2024Q4: 1,732 shares; 2025Q1: 1,843 shares; 2025Q2: 1,872 shares; 2025Q3: 2,071 shares; 2025Q4: 2,123 shares; 2026Q1: 2,553 shares; 2026Q2: 2,807 shares 2,807 $2.99M 0.12% +254 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: 4,991 shares; 2024Q4: 5,057 shares; 2025Q1: 4,915 shares; 2025Q2: 5,144 shares; 2025Q3: 5,346 shares; 2025Q4: 5,652 shares; 2026Q1: 5,751 shares; 2026Q2: 5,950 shares 5,950 $2.98M 0.12% +199 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,802 shares; 2024Q4: 5,132 shares; 2025Q1: 4,842 shares; 2025Q2: 5,284 shares; 2025Q3: 19,735 shares; 2025Q4: 18,812 shares; 2026Q1: 18,218 shares; 2026Q2: 25,921 shares 25,921 $2.79M 0.11% +7,703 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: 41,139 shares; 2024Q4: 43,826 shares; 2025Q1: 42,870 shares; 2025Q2: 44,305 shares; 2025Q3: 45,705 shares; 2025Q4: 52,080 shares; 2026Q1: 58,778 shares; 2026Q2: 57,883 shares 57,883 $2.76M 0.11% -895 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,000 shares; 2024Q4: 74,173 shares; 2025Q1: 50,402 shares; 2025Q2: 49,644 shares; 2025Q3: 52,388 shares; 2025Q4: 55,811 shares; 2026Q1: 53,649 shares; 2026Q2: 52,599 shares 52,599 $2.72M 0.11% -1,050 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,259 shares; 2024Q4: 4,799 shares; 2025Q1: 4,934 shares; 2025Q2: 4,993 shares; 2025Q3: 5,233 shares; 2025Q4: 5,702 shares; 2026Q1: 6,020 shares; 2026Q2: 8,014 shares 8,014 $2.62M 0.1% +1,994 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: 1,517 shares; 2025Q4: 2,027 shares; 2026Q1: 2,534 shares; 2026Q2: 2,269 shares 2,269 $2.62M 0.1% -265 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 8,625 shares; 2025Q1: 8,719 shares; 2025Q2: 8,762 shares; 2025Q3: 8,874 shares; 2025Q4: 8,993 shares; 2026Q1: 9,078 shares; 2026Q2: 9,426 shares 9,426 $2.41M 0.09% +348 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: 21,402 shares; 2024Q4: 21,817 shares; 2025Q1: 18,027 shares; 2025Q2: 18,192 shares; 2025Q3: 17,634 shares; 2025Q4: 18,281 shares; 2026Q1: 20,527 shares; 2026Q2: 19,907 shares 19,907 $2.37M 0.09% -620 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,596 shares; 2024Q4: 6,555 shares; 2025Q1: 6,534 shares; 2025Q2: 6,633 shares; 2025Q3: 6,750 shares; 2025Q4: 6,827 shares; 2026Q1: 6,892 shares; 2026Q2: 6,956 shares 6,956 $2.35M 0.09% +64 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: 5,994 shares; 2024Q4: 6,815 shares; 2025Q1: 12,159 shares; 2025Q2: 12,435 shares; 2025Q3: 9,193 shares; 2025Q4: 12,530 shares; 2026Q1: 15,036 shares; 2026Q2: 20,048 shares 20,048 $2.34M 0.09% +5,012 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: 11,789 shares; 2024Q4: 12,586 shares; 2025Q1: 11,471 shares; 2025Q2: 15,607 shares; 2025Q3: 15,343 shares; 2025Q4: 14,694 shares; 2026Q1: 14,239 shares; 2026Q2: 6,366 shares 6,366 $2.33M 0.09% -7,873 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: 10,372 shares; 2025Q2: 11,671 shares; 2025Q3: 11,063 shares; 2025Q4: 12,610 shares; 2026Q1: 17,915 shares; 2026Q2: 16,530 shares 16,530 $2.31M 0.09% -1,385 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: 4,770 shares; 2024Q4: 4,729 shares; 2025Q1: 3,350 shares; 2025Q2: 3,711 shares; 2025Q3: 3,926 shares; 2025Q4: 3,630 shares; 2026Q1: 4,025 shares; 2026Q2: 3,131 shares 3,131 $2.31M 0.09% -894 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: 58,312 shares; 2024Q4: 54,265 shares; 2025Q1: 52,484 shares; 2025Q2: 56,999 shares; 2025Q3: 50,390 shares; 2025Q4: 48,338 shares; 2026Q1: 45,118 shares; 2026Q2: 19,152 shares 19,152 $2.28M 0.09% -25,966 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: 3,345 shares; 2024Q4: 3,892 shares; 2025Q1: 3,746 shares; 2025Q2: 4,647 shares; 2025Q3: 4,975 shares; 2025Q4: 5,274 shares; 2026Q1: 5,309 shares; 2026Q2: 6,228 shares 6,228 $2.14M 0.08% +919 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: 5,386 shares; 2024Q4: 5,844 shares; 2025Q1: 3,118 shares; 2025Q2: 2,770 shares; 2025Q3: 3,000 shares; 2025Q4: 3,047 shares; 2026Q1: 3,149 shares; 2026Q2: 3,307 shares 3,307 $2.12M 0.08% +158 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: 51,053 shares; 2024Q4: 99,711 shares; 2025Q1: 85,706 shares; 2025Q2: 89,719 shares; 2025Q3: 87,768 shares; 2025Q4: 86,251 shares; 2026Q1: 82,231 shares; 2026Q2: 58,330 shares 58,330 $2.11M 0.08% -23,901 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: 127,889 shares; 2024Q4: 235,791 shares; 2025Q1: 215,839 shares; 2025Q2: 208,607 shares; 2025Q3: 197,256 shares; 2025Q4: 190,350 shares; 2026Q1: 183,022 shares; 2026Q2: 53,014 shares 53,014 $2.02M 0.08% -130,008 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64,966 shares; 2025Q1: 113,350 shares; 2025Q2: 172,330 shares; 2025Q3: 173,629 shares; 2025Q4: 215,214 shares; 2026Q1: 261,253 shares; 2026Q2: 261,162 shares 261,162 $2.01M 0.08% -91 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,865 shares; 2025Q1: 4,474 shares; 2025Q2: 24,131 shares; 2025Q3: 24,210 shares; 2025Q4: 25,971 shares; 2026Q1: 25,492 shares; 2026Q2: 25,725 shares 25,725 $1.97M 0.08% +233 Timeline SLYV 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: 63,855 shares; 2024Q4: 60,075 shares; 2025Q1: 60,154 shares; 2025Q2: 63,842 shares; 2025Q3: 62,148 shares; 2025Q4: 59,162 shares; 2026Q1: 55,589 shares; 2026Q2: 17,302 shares 17,302 $1.89M 0.07% -38,287 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 3,420 shares; 2026Q1: 4,634 shares; 2026Q2: 4,232 shares 4,232 $1.83M 0.07% -402 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,440 shares; 2025Q1: 2,040 shares; 2025Q2: 2,763 shares; 2025Q3: 3,302 shares; 2025Q4: 3,362 shares; 2026Q1: 3,653 shares; 2026Q2: 4,837 shares 4,837 $1.81M 0.07% +1,184 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: 5,049 shares; 2024Q4: 4,709 shares; 2025Q1: 2,541 shares; 2025Q2: 3,464 shares; 2025Q3: 2,644 shares; 2025Q4: 9,466 shares; 2026Q1: 10,948 shares; 2026Q2: 9,469 shares 9,469 $1.8M 0.07% -1,479 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM 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: 223,687 shares 223,687 $1.77M 0.07% new 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: 12,301 shares; 2024Q4: 12,528 shares; 2025Q1: 9,347 shares; 2025Q2: 9,939 shares; 2025Q3: 10,517 shares; 2025Q4: 17,118 shares; 2026Q1: 19,591 shares; 2026Q2: 21,051 shares 21,051 $1.75M 0.07% +1,460 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,149 shares; 2024Q4: 28,952 shares; 2025Q1: 28,815 shares; 2025Q2: 28,303 shares; 2025Q3: 30,068 shares; 2025Q4: 32,906 shares; 2026Q1: 37,230 shares; 2026Q2: 37,478 shares 37,478 $1.72M 0.07% +248 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,942 shares; 2024Q4: 9,557 shares; 2025Q1: 9,273 shares; 2025Q2: 9,592 shares; 2025Q3: 11,875 shares; 2025Q4: 13,160 shares; 2026Q1: 14,591 shares; 2026Q2: 15,133 shares 15,133 $1.71M 0.07% +542 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,595 shares; 2024Q4: 77,595 shares; 2025Q1: 79,786 shares; 2025Q2: 78,459 shares; 2025Q3: 79,652 shares; 2025Q4: 85,740 shares; 2026Q1: 85,763 shares; 2026Q2: 88,891 shares 88,891 $1.7M 0.07% +3,128 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,447 shares; 2024Q4: 50,159 shares; 2025Q1: 44,009 shares; 2025Q2: 23,460 shares; 2025Q3: 22,629 shares; 2025Q4: 22,038 shares; 2026Q1: 21,769 shares; 2026Q2: 17,109 shares 17,109 $1.69M 0.07% -4,660 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: 12,470 shares; 2024Q4: 14,700 shares; 2025Q1: 14,074 shares; 2025Q2: 14,917 shares; 2025Q3: 17,519 shares; 2025Q4: 17,352 shares; 2026Q1: 18,469 shares; 2026Q2: 20,656 shares 20,656 $1.68M 0.06% +2,187 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 3,640 shares; 2025Q1: 2,572 shares; 2025Q2: 2,911 shares; 2025Q3: 3,081 shares; 2025Q4: 4,562 shares; 2026Q1: 5,985 shares; 2026Q2: 5,948 shares 5,948 $1.67M 0.06% -37 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: 49,328 shares; 2024Q4: 145,070 shares; 2025Q1: 147,173 shares; 2025Q2: 139,723 shares; 2025Q3: 133,859 shares; 2025Q4: 130,354 shares; 2026Q1: 132,035 shares; 2026Q2: 52,518 shares 52,518 $1.67M 0.06% -79,517 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: 3,871 shares; 2024Q4: 4,069 shares; 2025Q1: 3,780 shares; 2025Q2: 4,316 shares; 2025Q3: 4,813 shares; 2025Q4: 4,832 shares; 2026Q1: 4,629 shares; 2026Q2: 4,656 shares 4,656 $1.64M 0.06% +27 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,196 shares; 2024Q4: 7,140 shares; 2025Q1: 5,148 shares; 2025Q2: 19,563 shares; 2025Q3: 19,715 shares; 2025Q4: 19,478 shares; 2026Q1: 21,500 shares; 2026Q2: 16,701 shares 16,701 $1.64M 0.06% -4,799 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,928 shares; 2026Q1: 14,196 shares; 2026Q2: 15,692 shares 15,692 $1.6M 0.06% +1,496 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: 752 shares; 2024Q4: 896 shares; 2025Q1: 815 shares; 2025Q2: 1,135 shares; 2025Q3: 1,414 shares; 2025Q4: 1,423 shares; 2026Q1: 1,590 shares; 2026Q2: 1,699 shares 1,699 $1.59M 0.06% +109 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,674 shares; 2025Q3: 40,014 shares; 2025Q4: 39,926 shares; 2026Q1: 37,304 shares; 2026Q2: 31,134 shares 31,134 $1.58M 0.06% -6,170 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: 1,529 shares; 2024Q4: 1,643 shares; 2025Q1: 1,613 shares; 2025Q2: 1,805 shares; 2025Q3: 1,756 shares; 2025Q4: 20,631 shares; 2026Q1: 20,091 shares; 2026Q2: 21,820 shares 21,820 $1.56M 0.06% +1,729 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,567 shares; 2024Q4: 89,386 shares; 2025Q1: 38,128 shares; 2025Q2: 39,069 shares; 2025Q3: 38,186 shares; 2025Q4: 39,130 shares; 2026Q1: 38,551 shares; 2026Q2: 12,438 shares 12,438 $1.55M 0.06% -26,113 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 711 shares; 2025Q3: 1,386 shares; 2025Q4: 1,449 shares; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares 2,026 $1.55M 0.06% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,332 shares; 2025Q1: 44,259 shares; 2025Q2: 44,768 shares; 2025Q3: 44,233 shares; 2025Q4: 42,144 shares; 2026Q1: 38,897 shares; 2026Q2: 36,650 shares 36,650 $1.53M 0.06% -2,247 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: 13,023 shares; 2024Q4: 15,336 shares; 2025Q1: 7,357 shares; 2025Q2: 7,838 shares; 2025Q3: 8,754 shares; 2025Q4: 10,080 shares; 2026Q1: 14,915 shares; 2026Q2: 12,971 shares 12,971 $1.52M 0.06% -1,944 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: 7,122 shares; 2024Q4: 7,148 shares; 2025Q1: 6,808 shares; 2025Q2: 7,563 shares; 2025Q3: 6,137 shares; 2025Q4: 5,802 shares; 2026Q1: 5,649 shares; 2026Q2: 3,688 shares 3,688 $1.45M 0.06% -1,961 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: 243 shares; 2025Q3: 286 shares; 2025Q4: 359 shares; 2026Q1: 519 shares; 2026Q2: 4,775 shares 4,775 $1.44M 0.06% +4,256 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: 10,288 shares; 2024Q4: 10,157 shares; 2025Q1: 8,626 shares; 2025Q2: 8,160 shares; 2025Q3: 5,061 shares; 2025Q4: 7,540 shares; 2026Q1: 8,636 shares; 2026Q2: 9,056 shares 9,056 $1.44M 0.06% +420 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: 30,908 shares; 2024Q4: 34,533 shares; 2025Q1: 27,389 shares; 2025Q2: 27,419 shares; 2025Q3: 27,417 shares; 2025Q4: 27,502 shares; 2026Q1: 29,303 shares; 2026Q2: 27,208 shares 27,208 $1.43M 0.06% -2,095 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: 1,574 shares; 2025Q3: 1,677 shares; 2025Q4: 1,920 shares; 2026Q1: 2,031 shares; 2026Q2: 1,930 shares 1,930 $1.4M 0.05% -101 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: 11,083 shares; 2024Q4: 11,937 shares; 2025Q1: 10,205 shares; 2025Q2: 9,052 shares; 2025Q3: 8,842 shares; 2025Q4: 22,136 shares; 2026Q1: 23,556 shares; 2026Q2: 26,234 shares 26,234 $1.39M 0.05% +2,678 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 948 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 1,505 shares; 2026Q1: 1,233 shares; 2026Q2: 3,374 shares 3,374 $1.38M 0.05% +2,141 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,446 shares; 2024Q4: 8,081 shares; 2025Q1: 7,458 shares; 2025Q2: 8,304 shares; 2025Q3: 8,587 shares; 2025Q4: 8,788 shares; 2026Q1: 8,834 shares; 2026Q2: 9,081 shares 9,081 $1.38M 0.05% +247 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: 5,203 shares; 2024Q4: 5,562 shares; 2025Q1: 6,983 shares; 2025Q2: 8,033 shares; 2025Q3: 8,883 shares; 2025Q4: 8,492 shares; 2026Q1: 8,645 shares; 2026Q2: 9,315 shares 9,315 $1.37M 0.05% +670 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: 170,030 shares; 2024Q4: 359,996 shares; 2025Q1: 355,075 shares; 2025Q2: 371,836 shares; 2025Q3: 409,042 shares; 2025Q4: 462,300 shares; 2026Q1: 496,305 shares; 2026Q2: 54,779 shares 54,779 $1.35M 0.05% -441,526 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: 10,345 shares; 2024Q4: 9,744 shares; 2025Q1: 6,920 shares; 2025Q2: 8,459 shares; 2025Q3: 8,201 shares; 2025Q4: 8,421 shares; 2026Q1: 6,644 shares; 2026Q2: 5,512 shares 5,512 $1.34M 0.05% -1,132 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: 5,009 shares; 2024Q4: 4,979 shares; 2025Q1: 4,270 shares; 2025Q2: 5,268 shares; 2025Q3: 6,032 shares; 2025Q4: 6,094 shares; 2026Q1: 6,097 shares; 2026Q2: 5,550 shares 5,550 $1.31M 0.05% -547 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 855 shares; 2025Q4: 808 shares; 2026Q1: 886 shares; 2026Q2: 1,117 shares 1,117 $1.31M 0.05% +231 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: 28,645 shares; 2024Q4: 29,476 shares; 2025Q1: 31,774 shares; 2025Q2: 31,493 shares; 2025Q3: 31,494 shares; 2025Q4: 34,338 shares; 2026Q1: 34,929 shares; 2026Q2: 35,302 shares 35,302 $1.3M 0.05% +373 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,681 shares; 2024Q4: 9,044 shares; 2025Q1: 10,021 shares; 2025Q2: 13,334 shares; 2025Q3: 12,802 shares; 2025Q4: 12,399 shares; 2026Q1: 11,275 shares; 2026Q2: 5,838 shares 5,838 $1.29M 0.05% -5,437 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 17,710 shares; 2026Q1: 25,331 shares; 2026Q2: 38,005 shares 38,005 $1.26M 0.05% +12,674 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: 1,235 shares; 2025Q2: 1,309 shares; 2025Q3: 2,530 shares; 2025Q4: 3,286 shares; 2026Q1: 3,637 shares; 2026Q2: 3,673 shares 3,673 $1.25M 0.05% +36 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 2,993 shares; 2026Q1: 3,270 shares; 2026Q2: 2,896 shares 2,896 $1.25M 0.05% -374 Timeline QYLD 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: 32,611 shares; 2024Q4: 41,593 shares; 2025Q1: 38,039 shares; 2025Q2: 42,920 shares; 2025Q3: 49,414 shares; 2025Q4: 57,336 shares; 2026Q1: 65,109 shares; 2026Q2: 67,139 shares 67,139 $1.24M 0.05% +2,030 Timeline XYLD 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: 25,818 shares; 2024Q4: 26,375 shares; 2025Q1: 25,178 shares; 2025Q2: 28,043 shares; 2025Q3: 30,687 shares; 2025Q4: 33,303 shares; 2026Q1: 36,432 shares; 2026Q2: 29,876 shares 29,876 $1.22M 0.05% -6,556 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,406 shares; 2026Q1: 1,648 shares; 2026Q2: 1,902 shares 1,902 $1.21M 0.05% +254 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,426 shares; 2024Q4: 7,769 shares; 2025Q1: 6,539 shares; 2025Q2: 6,650 shares; 2025Q3: 6,580 shares; 2025Q4: 6,939 shares; 2026Q1: 7,071 shares; 2026Q2: 7,089 shares 7,089 $1.2M 0.05% +18 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,474 shares; 2025Q1: 1,615 shares; 2025Q2: 3,418 shares; 2025Q3: 3,345 shares; 2025Q4: 3,847 shares; 2026Q1: 3,618 shares; 2026Q2: 3,964 shares 3,964 $1.19M 0.05% +346 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,313 shares; 2024Q4: 9,467 shares; 2025Q1: 9,982 shares; 2025Q2: 8,595 shares; 2025Q3: 6,342 shares; 2025Q4: 6,443 shares; 2026Q1: 7,910 shares; 2026Q2: 16,029 shares 16,029 $1.18M 0.05% +8,119 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: 1,174 shares; 2024Q4: 1,474 shares; 2025Q1: 1,292 shares; 2025Q2: 1,601 shares; 2025Q3: 1,851 shares; 2025Q4: 1,910 shares; 2026Q1: 1,916 shares; 2026Q2: 2,288 shares 2,288 $1.18M 0.05% +372 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: 12,732 shares; 2024Q4: 12,077 shares; 2025Q1: 11,809 shares; 2025Q2: 11,395 shares; 2025Q3: 11,114 shares; 2025Q4: 11,077 shares; 2026Q1: 10,824 shares; 2026Q2: 6,286 shares 6,286 $1.17M 0.05% -4,538 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,672 shares; 2024Q4: 3,810 shares; 2025Q1: 3,803 shares; 2025Q2: 4,112 shares; 2025Q3: 4,698 shares; 2025Q4: 5,312 shares; 2026Q1: 6,718 shares; 2026Q2: 7,076 shares 7,076 $1.17M 0.05% +358 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 980 shares; 2025Q1: 1,007 shares; 2025Q2: 1,135 shares; 2025Q3: 1,421 shares; 2025Q4: 1,708 shares; 2026Q1: 2,082 shares; 2026Q2: 2,782 shares 2,782 $1.16M 0.04% +700 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825 shares; 2025Q3: 8,583 shares; 2025Q4: 11,944 shares; 2026Q1: 12,103 shares; 2026Q2: 13,524 shares 13,524 $1.16M 0.04% +1,421 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT 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: 26,050 shares 26,050 $1.13M 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 3,901 shares; 2025Q1: 3,948 shares; 2025Q2: 8,424 shares; 2025Q3: 7,010 shares; 2025Q4: 7,003 shares; 2026Q1: 7,027 shares; 2026Q2: 6,793 shares 6,793 $1.13M 0.04% -234 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: 1,906 shares; 2024Q4: 3,313 shares; 2025Q1: 6,807 shares; 2025Q2: 1,385 shares; 2025Q3: 1,383 shares; 2025Q4: 1,665 shares; 2026Q1: 2,043 shares; 2026Q2: 7,417 shares 7,417 $1.12M 0.04% +5,374 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 4,478 shares; 2025Q2: 4,594 shares; 2025Q3: 4,919 shares; 2025Q4: 4,586 shares; 2026Q1: 6,719 shares; 2026Q2: 6,506 shares 6,506 $1.11M 0.04% -213 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 4,851 shares; 2025Q1: 5,593 shares; 2025Q2: 5,879 shares; 2025Q3: 5,988 shares; 2025Q4: 10,109 shares; 2026Q1: 10,168 shares; 2026Q2: 10,532 shares 10,532 $1.08M 0.04% +364 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: 7,881 shares; 2024Q4: 8,267 shares; 2025Q1: 8,970 shares; 2025Q2: 7,068 shares; 2025Q3: 7,069 shares; 2025Q4: 20,416 shares; 2026Q1: 21,138 shares; 2026Q2: 23,347 shares 23,347 $1.06M 0.04% +2,209 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,803 shares; 2026Q2: 3,548 shares 3,548 $1.06M 0.04% -255 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 86,983 shares 86,983 $1.03M 0.04% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,014 shares; 2024Q4: 14,026 shares; 2025Q1: 16,250 shares; 2025Q2: 17,195 shares; 2025Q3: 17,332 shares; 2025Q4: 17,616 shares; 2026Q1: 17,915 shares; 2026Q2: 20,622 shares 20,622 $1.03M 0.04% +2,707 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,160 shares; 2024Q4: 15,309 shares; 2025Q1: 18,178 shares; 2025Q2: 11,489 shares; 2025Q3: 13,937 shares; 2025Q4: 14,494 shares; 2026Q1: 14,544 shares; 2026Q2: 12,364 shares 12,364 $1.02M 0.04% -2,180 Timeline MLN 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: 74,597 shares; 2024Q4: 74,318 shares; 2025Q1: 67,841 shares; 2025Q2: 61,391 shares; 2025Q3: 63,377 shares; 2025Q4: 63,686 shares; 2026Q1: 61,878 shares; 2026Q2: 56,118 shares 56,118 $998K 0.04% -5,760 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,488 shares; 2024Q4: 11,292 shares; 2025Q1: 12,431 shares; 2025Q2: 12,578 shares; 2025Q3: 12,573 shares; 2025Q4: 13,127 shares; 2026Q1: 13,798 shares; 2026Q2: 10,230 shares 10,230 $982K 0.04% -3,568 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,836 shares; 2024Q4: 14,112 shares; 2025Q1: 11,573 shares; 2025Q2: 11,789 shares; 2025Q3: 12,661 shares; 2025Q4: 14,363 shares; 2026Q1: 14,724 shares; 2026Q2: 17,007 shares 17,007 $969K 0.04% +2,283 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: 28,013 shares; 2024Q4: 32,609 shares; 2025Q1: 36,118 shares; 2025Q2: 45,221 shares; 2025Q3: 42,972 shares; 2025Q4: 42,613 shares; 2026Q1: 44,082 shares; 2026Q2: 46,670 shares 46,670 $966K 0.04% +2,588 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,059 shares; 2024Q4: 7,833 shares; 2025Q1: 7,346 shares; 2025Q2: 7,687 shares; 2025Q3: 7,560 shares; 2025Q4: 10,988 shares; 2026Q1: 12,784 shares; 2026Q2: 12,712 shares 12,712 $960K 0.04% -72 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: 3,494 shares; 2024Q4: 3,129 shares; 2025Q1: 3,212 shares; 2025Q2: 3,033 shares; 2025Q3: 2,945 shares; 2025Q4: 4,141 shares; 2026Q1: 4,911 shares; 2026Q2: 4,369 shares 4,369 $959K 0.04% -542 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,253 shares; 2026Q2: 22,251 shares 22,251 $958K 0.04% -2 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 reported; 2024Q4: 11,699 shares; 2025Q1: 22,610 shares; 2025Q2: 40,036 shares; 2025Q3: 39,932 shares; 2025Q4: 39,595 shares; 2026Q1: 37,628 shares; 2026Q2: 20,641 shares 20,641 $939K 0.04% -16,987 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,299 shares; 2024Q4: 22,595 shares; 2025Q1: 29,675 shares; 2025Q2: 21,221 shares; 2025Q3: 22,344 shares; 2025Q4: 21,262 shares; 2026Q1: 18,994 shares; 2026Q2: 10,718 shares 10,718 $926K 0.04% -8,276 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: 18,789 shares; 2024Q4: 19,642 shares; 2025Q1: 15,626 shares; 2025Q2: 15,840 shares; 2025Q3: 17,358 shares; 2025Q4: 17,352 shares; 2026Q1: 18,416 shares; 2026Q2: 21,814 shares 21,814 $924K 0.04% +3,398 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,137 shares; 2024Q4: 53,684 shares; 2025Q1: 50,863 shares; 2025Q2: 43,761 shares; 2025Q3: 41,607 shares; 2025Q4: 39,947 shares; 2026Q1: 38,695 shares; 2026Q2: 14,970 shares 14,970 $917K 0.04% -23,725 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,401 shares; 2024Q4: 22,433 shares; 2025Q1: 15,095 shares; 2025Q2: 14,432 shares; 2025Q3: 12,495 shares; 2025Q4: 12,248 shares; 2026Q1: 11,296 shares; 2026Q2: 8,596 shares 8,596 $915K 0.04% -2,700 Timeline XLY 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: 3,205 shares; 2024Q4: 3,144 shares; 2025Q1: 2,716 shares; 2025Q2: 2,841 shares; 2025Q3: 3,286 shares; 2025Q4: 7,112 shares; 2026Q1: 7,931 shares; 2026Q2: 7,772 shares 7,772 $912K 0.04% -159 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 2,466 shares; 2025Q1: 3,129 shares; 2025Q2: 2,843 shares; 2025Q3: 4,522 shares; 2025Q4: 4,705 shares; 2026Q1: 4,336 shares; 2026Q2: 4,162 shares 4,162 $901K 0.03% -174 Timeline VPU 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: 3,949 shares; 2024Q4: 3,972 shares; 2025Q1: 3,540 shares; 2025Q2: 3,579 shares; 2025Q3: 3,577 shares; 2025Q4: 4,108 shares; 2026Q1: 4,424 shares; 2026Q2: 4,595 shares 4,595 $899K 0.03% +171 Timeline VGIT 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: 10,791 shares; 2024Q4: 11,627 shares; 2025Q1: 9,709 shares; 2025Q2: 9,175 shares; 2025Q3: 10,617 shares; 2025Q4: 13,410 shares; 2026Q1: 12,521 shares; 2026Q2: 14,910 shares 14,910 $879K 0.03% +2,389 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,138 shares 5,138 $878K 0.03% new Timeline VONG 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: 11,281 shares; 2024Q4: 11,813 shares; 2025Q1: 8,572 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares; 2025Q4: 8,707 shares; 2026Q1: 7,825 shares; 2026Q2: 6,820 shares 6,820 $872K 0.03% -1,005 Timeline HYMB 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: 100,349 shares; 2024Q4: 92,595 shares; 2025Q1: 50,121 shares; 2025Q2: 36,553 shares; 2025Q3: 39,234 shares; 2025Q4: 48,837 shares; 2026Q1: 49,828 shares; 2026Q2: 33,962 shares 33,962 $864K 0.03% -15,866 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 292 shares; 2026Q1: 905 shares; 2026Q2: 880 shares 880 $860K 0.03% -25 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 20,776 shares; 2026Q2: 20,326 shares 20,326 $857K 0.03% -450 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 3,473 shares; 2025Q1: 1,368 shares; 2025Q2: 1,518 shares; 2025Q3: 1,397 shares; 2025Q4: 1,803 shares; 2026Q1: 2,192 shares; 2026Q2: 9,748 shares 9,748 $857K 0.03% +7,556 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,678 shares; 2024Q4: 8,961 shares; 2025Q1: 9,513 shares; 2025Q2: 11,525 shares; 2025Q3: 13,645 shares; 2025Q4: 17,799 shares; 2026Q1: 20,601 shares; 2026Q2: 20,747 shares 20,747 $844K 0.03% +146 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,805 shares; 2024Q4: 4,606 shares; 2025Q1: 5,059 shares; 2025Q2: 5,376 shares; 2025Q3: 5,246 shares; 2025Q4: 5,244 shares; 2026Q1: 5,220 shares; 2026Q2: 5,449 shares 5,449 $841K 0.03% +229 Timeline PULS 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: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 62,922 shares; 2026Q1: 84,316 shares; 2026Q2: 16,930 shares 16,930 $839K 0.03% -67,386 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,627 shares; 2024Q4: 6,223 shares; 2025Q1: 8,467 shares; 2025Q2: 8,217 shares; 2025Q3: 9,246 shares; 2025Q4: 9,155 shares; 2026Q1: 8,356 shares; 2026Q2: 9,723 shares 9,723 $803K 0.03% +1,367 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,896 shares; 2026Q2: 2,893 shares 2,893 $799K 0.03% -3 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: 4,511 shares; 2024Q4: 4,996 shares; 2025Q1: 4,909 shares; 2025Q2: 5,348 shares; 2025Q3: 4,076 shares; 2025Q4: 4,277 shares; 2026Q1: 4,340 shares; 2026Q2: 4,199 shares 4,199 $797K 0.03% -141 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares; 2026Q2: 4,194 shares 4,194 $784K 0.03% +319 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 12,145 shares; 2026Q1: 36,551 shares; 2026Q2: 58,705 shares 58,705 $781K 0.03% +22,154 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,145 shares; 2024Q4: 52,562 shares; 2025Q1: 46,965 shares; 2025Q2: 45,810 shares; 2025Q3: 40,703 shares; 2025Q4: 38,869 shares; 2026Q1: 38,445 shares; 2026Q2: 9,767 shares 9,767 $781K 0.03% -28,678 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,336 shares; 2025Q1: 1,432 shares; 2025Q2: 1,560 shares; 2025Q3: 1,483 shares; 2025Q4: 1,478 shares; 2026Q1: 1,488 shares; 2026Q2: 1,525 shares 1,525 $777K 0.03% +37 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,519 shares; 2024Q4: 110,146 shares; 2025Q1: 110,107 shares; 2025Q2: 114,500 shares; 2025Q3: 119,519 shares; 2025Q4: 127,328 shares; 2026Q1: 135,161 shares; 2026Q2: 23,179 shares 23,179 $773K 0.03% -111,982 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 7,280 shares; 2025Q2: 7,591 shares; 2025Q3: 8,885 shares; 2025Q4: 15,684 shares; 2026Q1: 19,113 shares; 2026Q2: 23,001 shares 23,001 $766K 0.03% +3,888 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 5,025 shares; 2025Q1: 5,786 shares; 2025Q2: 6,131 shares; 2025Q3: 5,793 shares; 2025Q4: 5,836 shares; 2026Q1: 5,820 shares; 2026Q2: 6,479 shares 6,479 $758K 0.03% +659 Timeline XLI 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: 5,499 shares; 2024Q4: 5,764 shares; 2025Q1: 1,824 shares; 2025Q2: 1,695 shares; 2025Q3: 2,021 shares; 2025Q4: 3,612 shares; 2026Q1: 4,464 shares; 2026Q2: 4,083 shares 4,083 $756K 0.03% -381 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,185 shares; 2025Q1: 6,011 shares; 2025Q2: 6,285 shares; 2025Q3: 6,448 shares; 2025Q4: 6,671 shares; 2026Q1: 7,567 shares; 2026Q2: 7,395 shares 7,395 $756K 0.03% -172 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,381 shares; 2026Q1: 4,048 shares; 2026Q2: 4,312 shares 4,312 $748K 0.03% +264 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 4,635 shares; 2025Q1: 4,722 shares; 2025Q2: 4,941 shares; 2025Q3: 3,363 shares; 2025Q4: 5,302 shares; 2026Q1: 4,774 shares; 2026Q2: 4,610 shares 4,610 $746K 0.03% -164 Timeline BIL 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: 3,710 shares; 2025Q1: 6,294 shares; 2025Q2: 7,375 shares; 2025Q3: 6,333 shares; 2025Q4: 6,032 shares; 2026Q1: 6,240 shares; 2026Q2: 8,124 shares 8,124 $744K 0.03% +1,884 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,691 shares; 2025Q4: 1,771 shares; 2026Q1: 1,488 shares; 2026Q2: 1,507 shares 1,507 $740K 0.03% +19 Timeline SCHB 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: 15,590 shares; 2024Q4: 29,783 shares; 2025Q1: 26,153 shares; 2025Q2: 27,592 shares; 2025Q3: 26,513 shares; 2025Q4: 26,361 shares; 2026Q1: 25,944 shares; 2026Q2: 25,519 shares 25,519 $739K 0.03% -425 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares; 2026Q1: 9,686 shares; 2026Q2: 9,686 shares 9,686 $737K 0.03% 0 Timeline PGX 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: 606,565 shares; 2024Q4: 582,099 shares; 2025Q1: 487,953 shares; 2025Q2: 471,310 shares; 2025Q3: 467,163 shares; 2025Q4: 470,500 shares; 2026Q1: 480,087 shares; 2026Q2: 67,189 shares 67,189 $728K 0.03% -412,898 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 3,382 shares; 2025Q1: 4,743 shares; 2025Q2: 5,624 shares; 2025Q3: 3,859 shares; 2025Q4: 3,528 shares; 2026Q1: 2,627 shares; 2026Q2: 3,992 shares 3,992 $722K 0.03% +1,365 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 2,520 shares; 2025Q4: 2,748 shares; 2026Q1: 2,862 shares; 2026Q2: 2,819 shares 2,819 $720K 0.03% -43 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: 8,504 shares; 2024Q4: 8,890 shares; 2025Q1: 7,707 shares; 2025Q2: 8,316 shares; 2025Q3: 8,402 shares; 2025Q4: 9,801 shares; 2026Q1: 12,343 shares; 2026Q2: 9,478 shares 9,478 $718K 0.03% -2,865 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,443 shares; 2025Q1: 1,675 shares; 2025Q2: 1,703 shares; 2025Q3: 1,779 shares; 2025Q4: 1,825 shares; 2026Q1: 1,824 shares; 2026Q2: 1,935 shares 1,935 $717K 0.03% +111 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares; 2025Q4: 9,555 shares; 2026Q1: 12,142 shares; 2026Q2: 15,881 shares 15,881 $716K 0.03% +3,739 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: 2,176 shares; 2024Q4: 2,166 shares; 2025Q1: 2,319 shares; 2025Q2: 2,450 shares; 2025Q3: 2,655 shares; 2025Q4: 2,744 shares; 2026Q1: 2,751 shares; 2026Q2: 2,635 shares 2,635 $712K 0.03% -116 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,358 shares; 2024Q4: 14,358 shares; 2025Q1: 14,358 shares; 2025Q2: 14,358 shares; 2025Q3: 15,555 shares; 2025Q4: 15,555 shares; 2026Q1: 15,555 shares; 2026Q2: 15,555 shares 15,555 $710K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,408 shares; 2024Q4: 4,532 shares; 2025Q1: 4,088 shares; 2025Q2: 4,167 shares; 2025Q3: 3,908 shares; 2025Q4: 4,083 shares; 2026Q1: 4,126 shares; 2026Q2: 4,036 shares 4,036 $686K 0.03% -90 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: 3,708 shares; 2025Q1: 4,427 shares; 2025Q2: 4,297 shares; 2025Q3: 3,559 shares; 2025Q4: 4,041 shares; 2026Q1: 4,381 shares; 2026Q2: 4,840 shares 4,840 $677K 0.03% +459 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 7,883 shares; 2025Q1: 9,383 shares; 2025Q2: 9,352 shares; 2025Q3: 10,131 shares; 2025Q4: 10,018 shares; 2026Q1: 10,774 shares; 2026Q2: 13,429 shares 13,429 $677K 0.03% +2,655 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 10,656 shares; 2026Q2: 10,686 shares 10,686 $668K 0.03% +30 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,170 shares; 2025Q1: 2,243 shares; 2025Q2: 3,088 shares; 2025Q3: 2,323 shares; 2025Q4: 2,770 shares; 2026Q1: 3,189 shares; 2026Q2: 3,584 shares 3,584 $662K 0.03% +395 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: 4,088 shares; 2026Q2: 6,702 shares 6,702 $661K 0.03% +2,614 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: 21,533 shares; 2024Q4: 20,635 shares; 2025Q1: 12,968 shares; 2025Q2: 13,674 shares; 2025Q3: 14,520 shares; 2025Q4: 22,786 shares; 2026Q1: 20,933 shares; 2026Q2: 27,456 shares 27,456 $661K 0.03% +6,523 Timeline SCHK 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: 9,280 shares; 2024Q4: 17,883 shares; 2025Q1: 12,917 shares; 2025Q2: 31,079 shares; 2025Q3: 31,068 shares; 2025Q4: 30,657 shares; 2026Q1: 29,927 shares; 2026Q2: 18,227 shares 18,227 $657K 0.03% -11,700 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,972 shares; 2025Q1: 5,395 shares; 2025Q2: 6,232 shares; 2025Q3: 5,434 shares; 2025Q4: 5,170 shares; 2026Q1: 5,287 shares; 2026Q2: 7,047 shares 7,047 $656K 0.03% +1,760 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: 966 shares; 2025Q4: 1,069 shares; 2026Q1: 1,180 shares; 2026Q2: 1,367 shares 1,367 $653K 0.03% +187 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,825 shares; 2024Q4: 29,979 shares; 2025Q1: 21,148 shares; 2025Q2: 27,480 shares; 2025Q3: 27,054 shares; 2025Q4: 25,909 shares; 2026Q1: 24,431 shares; 2026Q2: 21,323 shares 21,323 $650K 0.03% -3,108 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 5,800 shares; 2025Q1: 11,925 shares; 2025Q2: 10,425 shares; 2025Q3: 20,344 shares; 2025Q4: 23,124 shares; 2026Q1: 33,059 shares; 2026Q2: 13,022 shares 13,022 $643K 0.02% -20,037 Timeline ULST 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: not reported; 2024Q4: 6,560 shares; 2025Q1: 11,740 shares; 2025Q2: 13,658 shares; 2025Q3: 11,851 shares; 2025Q4: 11,413 shares; 2026Q1: 12,098 shares; 2026Q2: 15,852 shares 15,852 $641K 0.02% +3,754 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,438 shares; 2025Q1: 1,482 shares; 2025Q2: 1,562 shares; 2025Q3: 1,661 shares; 2025Q4: 1,785 shares; 2026Q1: 1,877 shares; 2026Q2: 2,822 shares 2,822 $629K 0.02% +945 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,940 shares; 2025Q2: 1,857 shares; 2025Q3: 1,254 shares; 2025Q4: 960 shares; 2026Q1: 1,204 shares; 2026Q2: 1,220 shares 1,220 $629K 0.02% +16 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,878 shares; 2025Q3: 7,134 shares; 2025Q4: 10,738 shares; 2026Q1: 12,452 shares; 2026Q2: 11,658 shares 11,658 $625K 0.02% -794 Timeline HYS 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: 2,931 shares; 2025Q4: 3,051 shares; 2026Q1: 2,853 shares; 2026Q2: 6,653 shares 6,653 $622K 0.02% +3,800 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,797 shares; 2024Q4: 24,515 shares; 2025Q1: 11,574 shares; 2025Q2: 10,843 shares; 2025Q3: 10,635 shares; 2025Q4: 10,865 shares; 2026Q1: 9,077 shares; 2026Q2: 7,522 shares 7,522 $619K 0.02% -1,555 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 272 shares 272 $618K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 435 shares; 2025Q1: 618 shares; 2025Q2: 589 shares; 2025Q3: 514 shares; 2025Q4: 580 shares; 2026Q1: 624 shares; 2026Q2: 606 shares 606 $612K 0.02% -18 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,198 shares; 2025Q1: 4,283 shares; 2025Q2: 3,968 shares; 2025Q3: 4,181 shares; 2025Q4: 4,271 shares; 2026Q1: 4,884 shares; 2026Q2: 5,796 shares 5,796 $602K 0.02% +912 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,217 shares; 2024Q4: 8,317 shares; 2025Q1: 8,317 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 12,965 shares; 2026Q1: 12,965 shares; 2026Q2: 12,965 shares 12,965 $602K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,104 shares; 2024Q4: 4,263 shares; 2025Q1: 4,653 shares; 2025Q2: 4,384 shares; 2025Q3: 4,686 shares; 2025Q4: 5,207 shares; 2026Q1: 5,131 shares; 2026Q2: 6,233 shares 6,233 $600K 0.02% +1,102 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: not reported; 2025Q2: 930 shares; 2025Q3: 1,132 shares; 2025Q4: 1,091 shares; 2026Q1: 1,230 shares; 2026Q2: 2,746 shares 2,746 $600K 0.02% +1,516 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: 4,193 shares; 2025Q1: 7,545 shares; 2025Q2: 8,796 shares; 2025Q3: 7,529 shares; 2025Q4: 7,201 shares; 2026Q1: 7,675 shares; 2026Q2: 10,265 shares 10,265 $597K 0.02% +2,590 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares; 2026Q2: 2,186 shares 2,186 $594K 0.02% -7 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 882 shares; 2025Q1: 891 shares; 2025Q2: 923 shares; 2025Q3: 1,190 shares; 2025Q4: 1,205 shares; 2026Q1: 1,334 shares; 2026Q2: 1,392 shares 1,392 $593K 0.02% +58 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,279 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,278 shares; 2026Q2: 2,844 shares 2,844 $593K 0.02% +566 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,511 shares; 2024Q4: 12,886 shares; 2025Q1: 12,832 shares; 2025Q2: 13,532 shares; 2025Q3: 14,502 shares; 2025Q4: 15,853 shares; 2026Q1: 32,694 shares; 2026Q2: 24,101 shares 24,101 $592K 0.02% -8,593 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,408 shares; 2024Q4: 213,362 shares; 2025Q1: 209,362 shares; 2025Q2: 224,377 shares; 2025Q3: 235,442 shares; 2025Q4: 292,967 shares; 2026Q1: 299,021 shares; 2026Q2: 29,205 shares 29,205 $586K 0.02% -269,816 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,612 shares 10,612 $586K 0.02% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 2,698 shares; 2025Q1: 4,952 shares; 2025Q2: 7,875 shares; 2025Q3: 7,349 shares; 2025Q4: 6,151 shares; 2026Q1: 5,566 shares; 2026Q2: 3,156 shares 3,156 $584K 0.02% -2,410 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 4,404 shares; 2026Q1: 5,303 shares; 2026Q2: 5,808 shares 5,808 $582K 0.02% +505 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares; 2025Q4: not reported; 2026Q1: 1,399 shares; 2026Q2: 1,678 shares 1,678 $562K 0.02% +279 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,051 shares; 2025Q1: 3,406 shares; 2025Q2: 3,316 shares; 2025Q3: 4,275 shares; 2025Q4: 4,887 shares; 2026Q1: 5,355 shares; 2026Q2: 5,227 shares 5,227 $560K 0.02% -128 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 540 shares; 2025Q4: 490 shares; 2026Q1: 783 shares; 2026Q2: 1,074 shares 1,074 $557K 0.02% +291 Timeline SMLV 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: 2,828 shares; 2024Q4: 2,979 shares; 2025Q1: 2,831 shares; 2025Q2: 2,988 shares; 2025Q3: 3,157 shares; 2025Q4: 3,459 shares; 2026Q1: 3,850 shares; 2026Q2: 3,535 shares 3,535 $556K 0.02% -315 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: 5,911 shares; 2024Q4: 5,594 shares; 2025Q1: 7,223 shares; 2025Q2: 6,636 shares; 2025Q3: 6,964 shares; 2025Q4: 7,692 shares; 2026Q1: 8,061 shares; 2026Q2: 7,180 shares 7,180 $551K 0.02% -881 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: 4,289 shares; 2024Q4: 4,952 shares; 2025Q1: 5,069 shares; 2025Q2: 4,919 shares; 2025Q3: 5,465 shares; 2025Q4: 5,781 shares; 2026Q1: 6,215 shares; 2026Q2: 6,272 shares 6,272 $550K 0.02% +57 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: 2,862 shares; 2025Q1: 3,304 shares; 2025Q2: 3,128 shares; 2025Q3: 3,280 shares; 2025Q4: 3,789 shares; 2026Q1: 3,801 shares; 2026Q2: 5,663 shares 5,663 $546K 0.02% +1,862 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 16,403 shares 16,403 $539K 0.02% new Timeline BKLN 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: 258,847 shares; 2024Q4: 232,697 shares; 2025Q1: 209,357 shares; 2025Q2: 197,485 shares; 2025Q3: 172,896 shares; 2025Q4: 165,238 shares; 2026Q1: 162,476 shares; 2026Q2: 26,268 shares 26,268 $535K 0.02% -136,208 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,655 shares; 2025Q1: 2,537 shares; 2025Q2: 2,741 shares; 2025Q3: 2,962 shares; 2025Q4: 2,997 shares; 2026Q1: 4,028 shares; 2026Q2: 3,403 shares 3,403 $527K 0.02% -625 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,744 shares; 2024Q4: 86,732 shares; 2025Q1: 73,621 shares; 2025Q2: 31,565 shares; 2025Q3: 29,944 shares; 2025Q4: 27,033 shares; 2026Q1: 26,195 shares; 2026Q2: 20,615 shares 20,615 $526K 0.02% -5,580 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,314 shares; 2025Q1: 3,000 shares; 2025Q2: 2,866 shares; 2025Q3: 3,120 shares; 2025Q4: 3,378 shares; 2026Q1: 3,725 shares; 2026Q2: 3,860 shares 3,860 $523K 0.02% +135 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,878 shares; 2024Q4: 2,877 shares; 2025Q1: 2,883 shares; 2025Q2: 2,880 shares; 2025Q3: 2,885 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares; 2026Q2: 2,885 shares 2,885 $515K 0.02% +2 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 2,601 shares; 2025Q1: 2,564 shares; 2025Q2: 2,602 shares; 2025Q3: 2,574 shares; 2025Q4: 2,595 shares; 2026Q1: 2,693 shares; 2026Q2: 2,763 shares 2,763 $512K 0.02% +70 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,094 shares; 2025Q1: 1,105 shares; 2025Q2: 1,264 shares; 2025Q3: 1,276 shares; 2025Q4: 1,307 shares; 2026Q1: 1,401 shares; 2026Q2: 1,416 shares 1,416 $510K 0.02% +15 Timeline RSPN 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: 7,910 shares; 2024Q4: 7,910 shares; 2025Q1: 7,910 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares; 2026Q1: 7,905 shares; 2026Q2: 7,905 shares 7,905 $506K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,691 shares; 2025Q1: not reported; 2025Q2: 1,707 shares; 2025Q3: 1,926 shares; 2025Q4: 2,122 shares; 2026Q1: 2,309 shares; 2026Q2: 2,419 shares 2,419 $506K 0.02% +110 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: 5,131 shares; 2025Q3: 5,025 shares; 2025Q4: 8,894 shares; 2026Q1: 8,845 shares; 2026Q2: 9,229 shares 9,229 $505K 0.02% +384 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 710 shares; 2025Q4: 1,994 shares; 2026Q1: 3,255 shares; 2026Q2: 3,444 shares 3,444 $503K 0.02% +189 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 11,026 shares; 2025Q3: 11,026 shares; 2025Q4: 11,026 shares; 2026Q1: 11,026 shares; 2026Q2: 12,095 shares 12,095 $500K 0.02% +1,069 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 856 shares; 2025Q1: 865 shares; 2025Q2: 1,394 shares; 2025Q3: 1,173 shares; 2025Q4: 1,182 shares; 2026Q1: 1,222 shares; 2026Q2: 1,375 shares 1,375 $498K 0.02% +153 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 11,316 shares; 2026Q1: 11,220 shares; 2026Q2: 11,220 shares 11,220 $498K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,415 shares; 2025Q1: 1,266 shares; 2025Q2: 1,187 shares; 2025Q3: 1,300 shares; 2025Q4: 1,345 shares; 2026Q1: 1,605 shares; 2026Q2: 1,668 shares 1,668 $497K 0.02% +63 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 4,740 shares; 2025Q1: 3,968 shares; 2025Q2: 3,997 shares; 2025Q3: 3,917 shares; 2025Q4: 4,225 shares; 2026Q1: 4,293 shares; 2026Q2: 4,601 shares 4,601 $492K 0.02% +308 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,493 shares; 2026Q1: 4,005 shares; 2026Q2: 5,583 shares 5,583 $491K 0.02% +1,578 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 1,706 shares 1,706 $488K 0.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: not reported; 2025Q1: 3,941 shares; 2025Q2: 6,439 shares; 2025Q3: 5,561 shares; 2025Q4: 5,429 shares; 2026Q1: 5,506 shares; 2026Q2: 6,218 shares 6,218 $479K 0.02% +712 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,377 shares; 2024Q4: 5,586 shares; 2025Q1: 5,038 shares; 2025Q2: 4,667 shares; 2025Q3: 4,591 shares; 2025Q4: 5,272 shares; 2026Q1: 5,647 shares; 2026Q2: 4,384 shares 4,384 $478K 0.02% -1,263 Timeline RPG 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: 7,628 shares; 2024Q4: 7,628 shares; 2025Q1: 7,629 shares; 2025Q2: 7,604 shares; 2025Q3: 7,604 shares; 2025Q4: 7,584 shares; 2026Q1: 7,523 shares; 2026Q2: 7,461 shares 7,461 $476K 0.02% -62 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares; 2026Q2: 3,027 shares 3,027 $475K 0.02% -152 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,166 shares; 2025Q4: 1,228 shares; 2026Q1: 1,172 shares; 2026Q2: 1,193 shares 1,193 $474K 0.02% +21 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,359 shares; 2024Q4: 13,877 shares; 2025Q1: 13,877 shares; 2025Q2: 13,877 shares; 2025Q3: 12,730 shares; 2025Q4: 12,730 shares; 2026Q1: 9,900 shares; 2026Q2: 9,900 shares 9,900 $473K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 336 shares; 2026Q2: 927 shares 927 $472K 0.02% +591 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,816 shares; 2025Q3: 1,860 shares; 2025Q4: 2,068 shares; 2026Q1: 2,240 shares; 2026Q2: 2,789 shares 2,789 $471K 0.02% +549 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445 shares; 2024Q4: 3,586 shares; 2025Q1: 2,943 shares; 2025Q2: 2,933 shares; 2025Q3: 2,865 shares; 2025Q4: 3,525 shares; 2026Q1: 4,255 shares; 2026Q2: 4,955 shares 4,955 $469K 0.02% +700 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 2,036 shares; 2025Q1: 1,802 shares; 2025Q2: 1,892 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 1,994 shares; 2026Q2: 2,087 shares 2,087 $467K 0.02% +93 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 865 shares; 2026Q2: 930 shares 930 $460K 0.02% +65 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: 1,054 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares; 2026Q1: 1,061 shares; 2026Q2: 1,504 shares 1,504 $456K 0.02% +443 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 3,603 shares; 2026Q1: 3,797 shares; 2026Q2: 4,352 shares 4,352 $450K 0.02% +555 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,337 shares; 2024Q4: 5,765 shares; 2025Q1: 5,642 shares; 2025Q2: 6,037 shares; 2025Q3: 7,059 shares; 2025Q4: 8,489 shares; 2026Q1: 6,664 shares; 2026Q2: 8,585 shares 8,585 $450K 0.02% +1,921 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,464 shares; 2024Q4: 1,434 shares; 2025Q1: 1,399 shares; 2025Q2: 1,254 shares; 2025Q3: 1,310 shares; 2025Q4: 1,158 shares; 2026Q1: 1,283 shares; 2026Q2: 1,630 shares 1,630 $449K 0.02% +347 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 2,173 shares; 2025Q3: 2,539 shares; 2025Q4: not reported; 2026Q1: 2,432 shares; 2026Q2: 4,078 shares 4,078 $448K 0.02% +1,646 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,155 shares; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,111 shares; 2025Q4: 4,375 shares; 2026Q1: 4,948 shares; 2026Q2: 5,793 shares 5,793 $447K 0.02% +845 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,965 shares 11,965 $446K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,741 shares; 2025Q1: 756 shares; 2025Q2: 780 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $444K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,128 shares; 2025Q4: 4,786 shares; 2026Q1: 3,479 shares; 2026Q2: 5,352 shares 5,352 $442K 0.02% +1,873 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,937 shares; 2025Q2: 3,927 shares; 2025Q3: 3,928 shares; 2025Q4: 3,929 shares; 2026Q1: 3,982 shares; 2026Q2: 7,858 shares 7,858 $441K 0.02% +3,876 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 12,423 shares; 2025Q2: 8,588 shares; 2025Q3: 8,586 shares; 2025Q4: 8,566 shares; 2026Q1: 8,543 shares; 2026Q2: 8,292 shares 8,292 $438K 0.02% -251 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 353 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 492 shares; 2025Q4: 584 shares; 2026Q1: 707 shares; 2026Q2: 1,675 shares 1,675 $437K 0.02% +968 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 7,008 shares; 2025Q4: 9,314 shares; 2026Q1: 9,405 shares; 2026Q2: 9,346 shares 9,346 $429K 0.02% -59 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $428K 0.02% new 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: 5,337 shares; 2025Q1: 3,695 shares; 2025Q2: 4,824 shares; 2025Q3: 4,166 shares; 2025Q4: 4,740 shares; 2026Q1: 5,238 shares; 2026Q2: 5,898 shares 5,898 $424K 0.02% +660 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 404 shares; 2026Q2: 595 shares 595 $424K 0.02% +191 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 32,701 shares 32,701 $423K 0.02% new Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 12,077 shares 12,077 $420K 0.02% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,891 shares; 2025Q3: 11,574 shares; 2025Q4: 11,167 shares; 2026Q1: 18,413 shares; 2026Q2: 23,219 shares 23,219 $416K 0.02% +4,806 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 20,181 shares 20,181 $414K 0.02% new Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares; 2026Q2: 10,615 shares 10,615 $414K 0.02% +2,165 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 2,539 shares 2,539 $411K 0.02% new Timeline IFLN 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: 65,085 shares; 2024Q4: 61,443 shares; 2025Q1: 58,592 shares; 2025Q2: 56,518 shares; 2025Q3: 56,027 shares; 2025Q4: 56,106 shares; 2026Q1: 57,284 shares; 2026Q2: 22,491 shares 22,491 $411K 0.02% -34,793 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 845 shares 845 $408K 0.02% new 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: 2,296 shares; 2025Q3: 2,330 shares; 2025Q4: 2,280 shares; 2026Q1: 2,466 shares; 2026Q2: 2,299 shares 2,299 $405K 0.02% -167 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 7,788 shares; 2025Q1: 8,955 shares; 2025Q2: 8,156 shares; 2025Q3: 7,824 shares; 2025Q4: 7,982 shares; 2026Q1: 8,623 shares; 2026Q2: 7,854 shares 7,854 $402K 0.02% -769 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 8,566 shares; 2025Q3: 9,321 shares; 2025Q4: 10,661 shares; 2026Q1: 11,983 shares; 2026Q2: 12,905 shares 12,905 $402K 0.02% +922 Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,155 shares; 2026Q2: 13,974 shares 13,974 $401K 0.02% -181 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: 8,503 shares; 2024Q4: 8,635 shares; 2025Q1: 9,055 shares; 2025Q2: 8,869 shares; 2025Q3: 9,456 shares; 2025Q4: 9,690 shares; 2026Q1: 9,013 shares; 2026Q2: 6,621 shares 6,621 $400K 0.02% -2,392 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: 4,310 shares; 2024Q4: 4,359 shares; 2025Q1: 3,923 shares; 2025Q2: 3,621 shares; 2025Q3: 3,692 shares; 2025Q4: 3,693 shares; 2026Q1: 3,635 shares; 2026Q2: 2,516 shares 2,516 $398K 0.02% -1,119 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares; 2026Q1: 1,868 shares; 2026Q2: 1,966 shares 1,966 $394K 0.02% +98 Timeline XSD 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: 623 shares 623 $388K 0.02% new 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: 7,020 shares; 2024Q4: 7,393 shares; 2025Q1: 6,918 shares; 2025Q2: 6,882 shares; 2025Q3: 7,038 shares; 2025Q4: 7,788 shares; 2026Q1: 7,146 shares; 2026Q2: 6,786 shares 6,786 $383K 0.01% -360 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,229 shares; 2025Q1: 39,611 shares; 2025Q2: 54,458 shares; 2025Q3: 68,653 shares; 2025Q4: 85,320 shares; 2026Q1: 95,959 shares; 2026Q2: 16,551 shares 16,551 $379K 0.01% -79,408 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $379K 0.01% new Timeline XLB 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: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: 6,101 shares; 2026Q2: 7,451 shares 7,451 $379K 0.01% +1,350 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 11,074 shares; 2025Q1: 11,086 shares; 2025Q2: 11,064 shares; 2025Q3: 11,022 shares; 2025Q4: 11,205 shares; 2026Q1: 11,861 shares; 2026Q2: 13,757 shares 13,757 $376K 0.01% +1,896 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,437 shares; 2025Q3: 8,437 shares; 2025Q4: 8,437 shares; 2026Q1: 8,437 shares; 2026Q2: 8,437 shares 8,437 $374K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 2,795 shares; 2025Q1: 3,064 shares; 2025Q2: 3,304 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares; 2026Q1: 3,383 shares; 2026Q2: 3,876 shares 3,876 $374K 0.01% +493 Timeline RSPH 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: 70,155 shares; 2024Q4: 63,403 shares; 2025Q1: 59,955 shares; 2025Q2: 57,520 shares; 2025Q3: 13,297 shares; 2025Q4: 12,254 shares; 2026Q1: 12,088 shares; 2026Q2: 11,259 shares 11,259 $374K 0.01% -829 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 970 shares; 2025Q4: 1,005 shares; 2026Q1: 1,188 shares; 2026Q2: 1,569 shares 1,569 $373K 0.01% +381 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,939 shares; 2025Q1: 2,558 shares; 2025Q2: 2,916 shares; 2025Q3: 3,305 shares; 2025Q4: 3,393 shares; 2026Q1: 3,247 shares; 2026Q2: 3,364 shares 3,364 $372K 0.01% +117 Timeline VSS 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: 3,285 shares; 2024Q4: 3,450 shares; 2025Q1: 3,592 shares; 2025Q2: 3,325 shares; 2025Q3: 3,070 shares; 2025Q4: 3,673 shares; 2026Q1: 3,797 shares; 2026Q2: 2,392 shares 2,392 $369K 0.01% -1,405 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,215 shares; 2024Q4: 9,641 shares; 2025Q1: 5,538 shares; 2025Q2: 5,601 shares; 2025Q3: 5,973 shares; 2025Q4: 5,890 shares; 2026Q1: 4,853 shares; 2026Q2: 6,403 shares 6,403 $369K 0.01% +1,550 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 1,186 shares; 2025Q4: 1,218 shares; 2026Q1: 1,286 shares; 2026Q2: 1,485 shares 1,485 $369K 0.01% +199 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 33,083 shares 33,083 $368K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,063 shares; 2026Q1: 1,118 shares; 2026Q2: 1,168 shares 1,168 $366K 0.01% +50 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 2,845 shares 2,845 $364K 0.01% new Timeline LALT 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: 15,070 shares 15,070 $362K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 919 shares; 2026Q1: 928 shares; 2026Q2: 870 shares 870 $361K 0.01% -58 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares; 2026Q1: 5,775 shares; 2026Q2: 5,084 shares 5,084 $360K 0.01% -691 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,687 shares; 2025Q1: 1,762 shares; 2025Q2: 2,347 shares; 2025Q3: 2,515 shares; 2025Q4: 2,622 shares; 2026Q1: 2,652 shares; 2026Q2: 3,055 shares 3,055 $359K 0.01% +403 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL 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: 4,972 shares; 2025Q4: 5,121 shares; 2026Q1: 7,120 shares; 2026Q2: 7,214 shares 7,214 $359K 0.01% +94 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,153 shares; 2026Q1: 2,359 shares; 2026Q2: 2,470 shares 2,470 $357K 0.01% +111 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,461 shares; 2025Q3: 5,461 shares; 2025Q4: 5,461 shares; 2026Q1: 5,461 shares; 2026Q2: 8,456 shares 8,456 $357K 0.01% +2,995 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,668 shares; 2025Q1: 4,642 shares; 2025Q2: 4,729 shares; 2025Q3: 4,732 shares; 2025Q4: 4,607 shares; 2026Q1: 4,835 shares; 2026Q2: 4,597 shares 4,597 $356K 0.01% -238 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,116 shares; 2025Q2: 965 shares; 2025Q3: 1,041 shares; 2025Q4: 1,108 shares; 2026Q1: 1,054 shares; 2026Q2: 1,112 shares 1,112 $353K 0.01% +58 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 1,882 shares; 2026Q2: 2,102 shares 2,102 $353K 0.01% +220 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 1,098 shares; 2026Q1: 1,192 shares; 2026Q2: 1,260 shares 1,260 $343K 0.01% +68 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 231 shares; 2025Q1: 222 shares; 2025Q2: 250 shares; 2025Q3: 291 shares; 2025Q4: 348 shares; 2026Q1: 364 shares; 2026Q2: 355 shares 355 $342K 0.01% -9 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,038 shares; 2025Q2: 1,020 shares; 2025Q3: 911 shares; 2025Q4: 797 shares; 2026Q1: 877 shares; 2026Q2: 4,129 shares 4,129 $341K 0.01% +3,252 Timeline EMGF 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: 4,992 shares; 2025Q3: 4,708 shares; 2025Q4: 4,686 shares; 2026Q1: 4,889 shares; 2026Q2: 4,631 shares 4,631 $339K 0.01% -258 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: 4,425 shares; 2024Q4: 4,572 shares; 2025Q1: 2,403 shares; 2025Q2: 2,780 shares; 2025Q3: 2,987 shares; 2025Q4: 3,404 shares; 2026Q1: 3,444 shares; 2026Q2: 3,714 shares 3,714 $337K 0.01% +270 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,865 shares; 2024Q4: 5,982 shares; 2025Q1: 5,694 shares; 2025Q2: 5,312 shares; 2025Q3: 5,482 shares; 2025Q4: 5,301 shares; 2026Q1: 5,876 shares; 2026Q2: 6,227 shares 6,227 $335K 0.01% +351 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 261 shares; 2026Q1: 275 shares; 2026Q2: 242 shares 242 $334K 0.01% -33 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,761 shares; 2024Q4: 17,410 shares; 2025Q1: 11,729 shares; 2025Q2: 11,524 shares; 2025Q3: 10,641 shares; 2025Q4: 9,799 shares; 2026Q1: 9,568 shares; 2026Q2: 6,480 shares 6,480 $334K 0.01% -3,088 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,612 shares; 2025Q1: 2,684 shares; 2025Q2: 2,536 shares; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,548 shares; 2026Q2: 3,836 shares 3,836 $334K 0.01% +288 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,963 shares 1,963 $333K 0.01% new Timeline VOX 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: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 1,686 shares; 2025Q2: 1,760 shares; 2025Q3: 1,768 shares; 2025Q4: 1,773 shares; 2026Q1: 1,772 shares; 2026Q2: 1,798 shares 1,798 $331K 0.01% +26 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,534 shares; 2025Q1: 1,682 shares; 2025Q2: 1,648 shares; 2025Q3: 1,533 shares; 2025Q4: 1,652 shares; 2026Q1: 1,715 shares; 2026Q2: 1,487 shares 1,487 $328K 0.01% -228 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,137 shares; 2024Q4: 4,044 shares; 2025Q1: 3,702 shares; 2025Q2: 3,459 shares; 2025Q3: 3,585 shares; 2025Q4: 3,443 shares; 2026Q1: 3,839 shares; 2026Q2: 3,894 shares 3,894 $326K 0.01% +55 Timeline ONEY 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: 3,039 shares; 2024Q4: 2,961 shares; 2025Q1: 2,737 shares; 2025Q2: 2,765 shares; 2025Q3: 2,620 shares; 2025Q4: 2,552 shares; 2026Q1: 2,754 shares; 2026Q2: 2,546 shares 2,546 $326K 0.01% -208 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 3,299 shares; 2025Q4: 3,241 shares; 2026Q1: 3,585 shares; 2026Q2: 3,824 shares 3,824 $324K 0.01% +239 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 3,738 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,032 shares 4,032 $324K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: 3,831 shares; 2025Q3: 4,298 shares; 2025Q4: 4,499 shares; 2026Q1: 4,934 shares; 2026Q2: 5,224 shares 5,224 $324K 0.01% +290 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 6,879 shares 6,879 $324K 0.01% new Timeline SPTI 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: 10,590 shares; 2024Q4: 9,487 shares; 2025Q1: 7,274 shares; 2025Q2: 7,091 shares; 2025Q3: not reported; 2025Q4: 11,889 shares; 2026Q1: 14,818 shares; 2026Q2: 11,307 shares 11,307 $321K 0.01% -3,511 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares; 2026Q2: 1,101 shares 1,101 $320K 0.01% +514 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY 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: 75,301 shares 75,301 $320K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 791 shares; 2025Q3: 818 shares; 2025Q4: 881 shares; 2026Q1: 880 shares; 2026Q2: 967 shares 967 $319K 0.01% +87 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,196 shares; 2025Q4: 3,200 shares; 2026Q1: 3,429 shares; 2026Q2: 3,405 shares 3,405 $318K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 499 shares 499 $316K 0.01% +99 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $314K 0.01% new 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: 1,354 shares; 2024Q4: 1,475 shares; 2025Q1: 1,198 shares; 2025Q2: 1,303 shares; 2025Q3: 937 shares; 2025Q4: 934 shares; 2026Q1: 981 shares; 2026Q2: 1,047 shares 1,047 $313K 0.01% +66 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 566 shares; 2025Q1: 618 shares; 2025Q2: 852 shares; 2025Q3: 1,063 shares; 2025Q4: 1,409 shares; 2026Q1: 1,772 shares; 2026Q2: 1,519 shares 1,519 $311K 0.01% -253 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: 432 shares; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 584 shares; 2026Q2: 618 shares 618 $310K 0.01% +34 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,403 shares; 2026Q1: 8,801 shares; 2026Q2: 9,556 shares 9,556 $306K 0.01% +755 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: 5,897 shares; 2024Q4: 7,714 shares; 2025Q1: 8,251 shares; 2025Q2: 5,194 shares; 2025Q3: 4,843 shares; 2025Q4: 3,840 shares; 2026Q1: 4,907 shares; 2026Q2: 4,906 shares 4,906 $302K 0.01% -1 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 683 shares; 2026Q2: 619 shares 619 $299K 0.01% -64 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,296 shares 1,296 $298K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 51 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93 shares 93 $297K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,567 shares; 2026Q1: 9,729 shares; 2026Q2: 5,553 shares 5,553 $295K 0.01% -4,176 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $294K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,109 shares; 2024Q4: 4,981 shares; 2025Q1: 2,147 shares; 2025Q2: 1,977 shares; 2025Q3: 1,972 shares; 2025Q4: 1,868 shares; 2026Q1: 1,703 shares; 2026Q2: 1,071 shares 1,071 $293K 0.01% -632 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 3,704 shares; 2025Q1: 3,680 shares; 2025Q2: 3,191 shares; 2025Q3: 3,379 shares; 2025Q4: 3,022 shares; 2026Q1: 2,906 shares; 2026Q2: 2,652 shares 2,652 $290K 0.01% -254 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,931 shares; 2025Q2: 10,705 shares; 2025Q3: 12,654 shares; 2025Q4: 17,689 shares; 2026Q1: 17,507 shares; 2026Q2: 20,879 shares 20,879 $290K 0.01% +3,372 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,304 shares; 2025Q3: 2,481 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,863 shares 1,863 $286K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,234 shares 4,234 $286K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $285K 0.01% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 5,148 shares; 2026Q2: 5,092 shares 5,092 $284K 0.01% -56 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: 5,146 shares; 2024Q4: 5,401 shares; 2025Q1: 2,545 shares; 2025Q2: 2,443 shares; 2025Q3: 2,707 shares; 2025Q4: 2,664 shares; 2026Q1: 2,967 shares; 2026Q2: 2,056 shares 2,056 $283K 0.01% -911 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 921 shares; 2025Q1: 748 shares; 2025Q2: 1,466 shares; 2025Q3: 1,609 shares; 2025Q4: 1,743 shares; 2026Q1: 1,767 shares; 2026Q2: 1,789 shares 1,789 $280K 0.01% +22 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 710 shares 710 $280K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,901 shares 1,901 $278K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,850 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,788 shares 1,788 $277K 0.01% -42 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 6,992 shares; 2025Q3: 6,914 shares; 2025Q4: 6,891 shares; 2026Q1: 6,896 shares; 2026Q2: 6,288 shares 6,288 $273K 0.01% -608 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: 596 shares; 2024Q4: 611 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 598 shares; 2025Q4: 586 shares; 2026Q1: 572 shares; 2026Q2: 586 shares 586 $273K 0.01% +14 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,478 shares; 2025Q1: 1,351 shares; 2025Q2: 1,413 shares; 2025Q3: 1,293 shares; 2025Q4: 1,640 shares; 2026Q1: 3,038 shares; 2026Q2: 2,192 shares 2,192 $273K 0.01% -846 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,233 shares; 2024Q4: 3,483 shares; 2025Q1: 3,688 shares; 2025Q2: 4,376 shares; 2025Q3: 5,011 shares; 2025Q4: 4,396 shares; 2026Q1: 4,408 shares; 2026Q2: 4,713 shares 4,713 $273K 0.01% +305 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,195 shares; 2025Q1: 516 shares; 2025Q2: 600 shares; 2025Q3: 740 shares; 2025Q4: 569 shares; 2026Q1: not reported; 2026Q2: 543 shares 543 $270K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 678 shares 678 $270K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 56 shares; 2025Q3: 93 shares; 2025Q4: 108 shares; 2026Q1: 109 shares; 2026Q2: 1,510 shares 1,510 $269K 0.01% +1,401 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,227 shares; 2026Q2: 2,055 shares 2,055 $268K 0.01% -172 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $267K 0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 3,239 shares 3,239 $267K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: 3,055 shares; 2025Q4: 3,395 shares; 2026Q1: 3,387 shares; 2026Q2: 2,883 shares 2,883 $266K 0.01% -504 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 728 shares; 2025Q1: 670 shares; 2025Q2: 738 shares; 2025Q3: 482 shares; 2025Q4: 602 shares; 2026Q1: 817 shares; 2026Q2: 667 shares 667 $265K 0.01% -150 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 19,883 shares 19,883 $264K 0.01% new Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,551 shares 8,551 $264K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 2,807 shares 2,807 $263K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 700 shares 700 $263K 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,840 shares 2,840 $262K 0.01% new Timeline HPQ HP INC More: the full row for HP 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: 11,933 shares 11,933 $262K 0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares; 2026Q2: 251 shares 251 $262K 0.01% -38 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,341 shares; 2026Q1: 9,580 shares; 2026Q2: 11,813 shares 11,813 $261K 0.01% +2,233 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,769 shares; 2026Q2: 5,669 shares 5,669 $261K 0.01% -100 Timeline SITM SITIME CORP More: the full row for SITIME 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: 348 shares 348 $259K 0.01% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,338 shares 5,338 $259K 0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,326 shares; 2025Q2: 4,404 shares; 2025Q3: 4,681 shares; 2025Q4: 5,076 shares; 2026Q1: 5,373 shares; 2026Q2: 5,032 shares 5,032 $257K 0.01% -341 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: not reported; 2026Q2: 2,796 shares 2,796 $256K 0.01% new Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,099 shares 7,099 $256K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 700 shares 700 $255K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 949 shares 949 $255K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 2,691 shares 2,691 $254K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares; 2026Q2: 1,338 shares 1,338 $254K 0.01% -19 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 186 shares 186 $253K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 835 shares; 2026Q2: 800 shares 800 $252K 0.01% -35 Timeline XBI 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: 7,650 shares; 2024Q4: 6,402 shares; 2025Q1: 3,114 shares; 2025Q2: 3,273 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares; 2026Q2: 1,585 shares 1,585 $251K 0.01% -29 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 331 shares 331 $250K 0.01% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,310 shares 26,310 $249K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,500 shares 2,500 $249K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,385 shares; 2024Q4: 2,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,126 shares; 2026Q1: 2,282 shares; 2026Q2: 2,256 shares 2,256 $249K 0.01% -26 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 376 shares; 2025Q4: 412 shares; 2026Q1: 422 shares; 2026Q2: 470 shares 470 $247K 0.01% +48 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: 373 shares; 2025Q1: 373 shares; 2025Q2: 341 shares; 2025Q3: 380 shares; 2025Q4: 2,203 shares; 2026Q1: 3,569 shares; 2026Q2: 2,444 shares 2,444 $243K 0.01% -1,125 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,209 shares; 2024Q4: 78,144 shares; 2025Q1: 93,076 shares; 2025Q2: 114,427 shares; 2025Q3: 138,153 shares; 2025Q4: 89,768 shares; 2026Q1: 77,218 shares; 2026Q2: 48,532 shares 48,532 $242K 0.01% -28,686 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,531 shares; 2024Q4: 2,519 shares; 2025Q1: 2,443 shares; 2025Q2: 2,315 shares; 2025Q3: 2,253 shares; 2025Q4: 2,366 shares; 2026Q1: not reported; 2026Q2: 1,819 shares 1,819 $242K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,532 shares 2,532 $239K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET 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: 1,660 shares; 2026Q2: 1,831 shares 1,831 $239K 0.01% +171 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,739 shares 2,739 $238K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 2,888 shares; 2026Q2: 3,186 shares 3,186 $237K 0.01% +298 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,976 shares 4,976 $237K 0.01% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,671 shares; 2026Q2: 1,648 shares 1,648 $236K 0.01% -23 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,585 shares; 2025Q2: 39,296 shares; 2025Q3: 37,644 shares; 2025Q4: 55,023 shares; 2026Q1: 9,697 shares; 2026Q2: 7,697 shares 7,697 $232K 0.01% -2,000 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,231 shares; 2025Q4: 2,219 shares; 2026Q1: 2,376 shares; 2026Q2: 1,979 shares 1,979 $232K 0.01% -397 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares 117 $231K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 5,806 shares; 2025Q2: 6,209 shares; 2025Q3: 2,506 shares; 2025Q4: 2,764 shares; 2026Q1: 2,946 shares; 2026Q2: 3,203 shares 3,203 $231K 0.01% +257 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,031 shares; 2026Q1: not reported; 2026Q2: 933 shares 933 $230K 0.01% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 4,567 shares; 2025Q4: 4,566 shares; 2026Q1: 4,990 shares; 2026Q2: 4,876 shares 4,876 $229K 0.01% -114 Timeline JBL JABIL INC More: the full row for JABIL 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: 594 shares 594 $229K 0.01% new Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 8,246 shares 8,246 $228K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,066 shares; 2024Q4: 3,108 shares; 2025Q1: 2,955 shares; 2025Q2: 2,931 shares; 2025Q3: 2,748 shares; 2025Q4: 2,862 shares; 2026Q1: 3,110 shares; 2026Q2: 3,118 shares 3,118 $227K 0.01% +8 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 3,716 shares; 2025Q1: 2,281 shares; 2025Q2: 2,404 shares; 2025Q3: 2,967 shares; 2025Q4: 2,889 shares; 2026Q1: not reported; 2026Q2: 5,318 shares 5,318 $227K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares; 2026Q2: 638 shares 638 $226K 0.01% +55 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 500 shares 500 $223K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,318 shares 2,318 $223K 0.01% new Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP 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: 12,747 shares; 2026Q1: 12,746 shares; 2026Q2: 12,198 shares 12,198 $222K 0.01% -548 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $221K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 3,119 shares; 2025Q3: 3,128 shares; 2025Q4: 2,451 shares; 2026Q1: 2,458 shares; 2026Q2: 2,283 shares 2,283 $220K 0.01% -175 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 839 shares 839 $219K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares 4,326 $218K 0.01% new Timeline VERISIGN INC VERISIGN INC More: the full row for VERISIGN 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: 863 shares 863 $217K 0.01% new FTXG 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: 10,794 shares; 2026Q2: 9,749 shares 9,749 $217K 0.01% -1,045 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,160 shares 10,160 $217K 0.01% new Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,196 shares 7,196 $215K 0.01% new 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: 766 shares; 2024Q4: 822 shares; 2025Q1: 628 shares; 2025Q2: 663 shares; 2025Q3: 761 shares; 2025Q4: 769 shares; 2026Q1: 796 shares; 2026Q2: 684 shares 684 $215K 0.01% -112 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 382 shares 382 $214K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 478 shares 478 $213K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares 641 $212K 0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,211 shares 1,211 $211K 0.01% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 787 shares 787 $211K 0.01% new Timeline RSPF 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: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,718 shares; 2026Q1: not reported; 2026Q2: 2,718 shares 2,718 $211K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 1,144 shares; 2026Q2: 1,173 shares 1,173 $211K 0.01% +29 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 877 shares 877 $210K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 424 shares 424 $208K 0.01% new Timeline FTSL 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: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,156 shares; 2026Q1: 4,884 shares; 2026Q2: 4,647 shares 4,647 $208K 0.01% -237 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $208K 0.01% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,829 shares; 2025Q1: 5,723 shares; 2025Q2: 6,095 shares; 2025Q3: 5,620 shares; 2025Q4: 5,484 shares; 2026Q1: 5,405 shares; 2026Q2: 3,979 shares 3,979 $207K 0.01% -1,426 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,303 shares; 2026Q1: 3,744 shares; 2026Q2: 3,622 shares 3,622 $207K 0.01% -122 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,678 shares 2,678 $207K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 395 shares; 2026Q1: not reported; 2026Q2: 456 shares 456 $207K 0.01% new Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,224 shares 5,224 $205K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E 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: 12,200 shares 12,200 $205K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,261 shares 3,261 $205K 0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,930 shares 2,930 $205K 0.01% new Timeline DFUV 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: 3,694 shares 3,694 $203K 0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 179 shares 179 $203K 0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 853 shares 853 $203K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 11,521 shares; 2026Q2: 11,693 shares 11,693 $203K 0.01% +172 Timeline SHYD 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: 34,266 shares; 2024Q4: 31,428 shares; 2025Q1: 14,000 shares; 2025Q2: 12,657 shares; 2025Q3: 12,168 shares; 2025Q4: 11,994 shares; 2026Q1: 12,257 shares; 2026Q2: 8,824 shares 8,824 $202K 0.01% -3,433 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,816 shares 5,816 $201K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,588 shares; 2025Q1: 1,690 shares; 2025Q2: 1,808 shares; 2025Q3: 1,796 shares; 2025Q4: 1,838 shares; 2026Q1: 2,188 shares; 2026Q2: 1,631 shares 1,631 $201K 0.01% -557 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,419 shares; 2026Q1: 21,441 shares; 2026Q2: 21,409 shares 21,409 $187K 0.01% -32 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 15,317 shares; 2026Q1: 15,316 shares; 2026Q2: 15,316 shares 15,316 $184K 0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,524 shares; 2024Q4: 169,212 shares; 2025Q1: 120,051 shares; 2025Q2: 186,553 shares; 2025Q3: 138,182 shares; 2025Q4: 22,992 shares; 2026Q1: 55,048 shares; 2026Q2: 40,729 shares 40,729 $182K 0.01% -14,319 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,761 shares; 2026Q2: 15,394 shares 15,394 $177K 0.01% +2,633 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 11,409 shares 11,409 $175K 0.01% new Timeline OPTX SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,991 shares; 2026Q2: 13,568 shares 13,568 $169K 0.01% -423 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,229 shares; 2026Q2: 10,113 shares 10,113 $165K 0.01% -116 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,793 shares 9,793 $116K <0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 37,140 shares; 2026Q2: 36,099 shares 36,099 $97.8K <0.01% -1,041 Timeline