QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,615 shares; 2025Q1: 11,943 shares; 2025Q2: 12,461 shares; 2025Q3: 12,704 shares; 2025Q4: 13,645 shares; 2026Q1: 13,573 shares; 2026Q2: 13,690 shares 13,690 $10.1M 5.08% +117 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,436 shares; 2025Q1: 9,305 shares; 2025Q2: 9,959 shares; 2025Q3: 10,507 shares; 2025Q4: 11,786 shares; 2026Q1: 12,371 shares; 2026Q2: 13,252 shares 13,252 $9.1M 4.58% +881 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272,681 shares; 2025Q3: 280,996 shares; 2025Q4: 278,235 shares; 2026Q1: 283,504 shares; 2026Q2: 284,553 shares 284,553 $7.78M 3.92% +1,049 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: not loaded; 2024Q4: 9,242 shares; 2025Q1: 10,044 shares; 2025Q2: 10,617 shares; 2025Q3: 11,401 shares; 2025Q4: 13,889 shares; 2026Q1: 14,746 shares; 2026Q2: 75,231 shares 75,231 $6.61M 3.33% +60,485 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,726 shares; 2025Q1: 19,626 shares; 2025Q2: 20,289 shares; 2025Q3: 20,449 shares; 2025Q4: 22,508 shares; 2026Q1: 22,382 shares; 2026Q2: 22,345 shares 22,345 $6.47M 3.26% -37 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: not loaded; 2024Q4: 22,985 shares; 2025Q1: 22,884 shares; 2025Q2: 22,271 shares; 2025Q3: 22,273 shares; 2025Q4: 30,011 shares; 2026Q1: 32,186 shares; 2026Q2: 31,435 shares 31,435 $5.96M 3% -751 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,631 shares; 2025Q1: 6,759 shares; 2025Q2: 7,381 shares; 2025Q3: 7,456 shares; 2025Q4: 7,862 shares; 2026Q1: 7,885 shares; 2026Q2: 7,876 shares 7,876 $5.9M 2.97% -9 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,346 shares; 2025Q1: 22,887 shares; 2025Q2: 23,869 shares; 2025Q3: 24,847 shares; 2025Q4: 31,257 shares; 2026Q1: 33,197 shares; 2026Q2: 34,132 shares 34,132 $5.58M 2.81% +935 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: not loaded; 2024Q4: 150,638 shares; 2025Q1: 148,121 shares; 2025Q2: 155,468 shares; 2025Q3: 155,533 shares; 2025Q4: 154,829 shares; 2026Q1: 155,047 shares; 2026Q2: 154,873 shares 154,873 $5.24M 2.64% -174 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,451 shares; 2025Q1: 28,737 shares; 2025Q2: 33,931 shares; 2025Q3: 35,132 shares; 2025Q4: 40,604 shares; 2026Q1: 41,624 shares; 2026Q2: 42,164 shares 42,164 $5.02M 2.53% +540 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,052 shares; 2025Q1: 67,070 shares; 2025Q2: 68,995 shares; 2025Q3: 71,471 shares; 2025Q4: 79,936 shares; 2026Q1: 80,214 shares; 2026Q2: 81,170 shares 81,170 $4.93M 2.49% +956 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,625 shares; 2025Q1: 11,580 shares; 2025Q2: 12,291 shares; 2025Q3: 12,354 shares; 2025Q4: 13,689 shares; 2026Q1: 13,587 shares; 2026Q2: 13,626 shares 13,626 $4.87M 2.45% +39 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: not loaded; 2024Q4: 48,528 shares; 2025Q1: 49,099 shares; 2025Q2: 52,218 shares; 2025Q3: 52,500 shares; 2025Q4: 59,027 shares; 2026Q1: 56,590 shares; 2026Q2: 56,780 shares 56,780 $4.3M 2.17% +190 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: not loaded; 2024Q4: 132,153 shares; 2025Q1: 127,815 shares; 2025Q2: 128,125 shares; 2025Q3: 130,185 shares; 2025Q4: 141,270 shares; 2026Q1: 143,312 shares; 2026Q2: 139,078 shares 139,078 $4.09M 2.06% -4,234 Timeline DFAU 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 loaded; 2024Q4: 33,254 shares; 2025Q1: 39,889 shares; 2025Q2: 44,667 shares; 2025Q3: 52,543 shares; 2025Q4: 66,310 shares; 2026Q1: 69,796 shares; 2026Q2: 76,277 shares 76,277 $3.94M 1.99% +6,481 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,599 shares; 2025Q1: 14,418 shares; 2025Q2: 15,739 shares; 2025Q3: 15,630 shares; 2025Q4: 19,145 shares; 2026Q1: 19,110 shares; 2026Q2: 18,505 shares 18,505 $3.7M 1.86% -605 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 loaded; 2024Q4: 27,698 shares; 2025Q1: 29,100 shares; 2025Q2: 29,344 shares; 2025Q3: 30,352 shares; 2025Q4: 34,685 shares; 2026Q1: 35,737 shares; 2026Q2: 35,282 shares 35,282 $3.4M 1.71% -455 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,611 shares; 2025Q1: 17,708 shares; 2025Q2: 17,913 shares; 2025Q3: 19,318 shares; 2025Q4: 23,965 shares; 2026Q1: 25,069 shares; 2026Q2: 26,367 shares 26,367 $3.29M 1.66% +1,298 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,663 shares; 2025Q1: 24,098 shares; 2025Q2: 24,728 shares; 2025Q3: 25,447 shares; 2025Q4: 32,626 shares; 2026Q1: 34,972 shares; 2026Q2: 36,796 shares 36,796 $3.28M 1.65% +1,824 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 loaded; 2024Q4: 47,277 shares; 2025Q1: 48,817 shares; 2025Q2: 48,760 shares; 2025Q3: 54,258 shares; 2025Q4: 59,076 shares; 2026Q1: 61,488 shares; 2026Q2: 62,545 shares 62,545 $3.19M 1.61% +1,057 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: not loaded; 2024Q4: 6,247 shares; 2025Q1: 6,478 shares; 2025Q2: 6,725 shares; 2025Q3: 7,013 shares; 2025Q4: 8,508 shares; 2026Q1: 8,602 shares; 2026Q2: 8,716 shares 8,716 $3.19M 1.61% +114 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 7,332 shares; 2025Q2: 7,465 shares; 2025Q3: 7,524 shares; 2025Q4: 8,529 shares; 2026Q1: 8,628 shares; 2026Q2: 8,441 shares 8,441 $3.15M 1.59% -187 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,949 shares; 2025Q1: 5,917 shares; 2025Q2: 6,574 shares; 2025Q3: 6,581 shares; 2025Q4: 7,401 shares; 2026Q1: 7,318 shares; 2026Q2: 7,322 shares 7,322 $2.71M 1.36% +4 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,106 shares; 2025Q1: 18,384 shares; 2025Q2: 18,188 shares; 2025Q3: 19,256 shares; 2025Q4: 23,928 shares; 2026Q1: 25,694 shares; 2026Q2: 27,301 shares 27,301 $2.68M 1.35% +1,607 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: not loaded; 2024Q4: 42,281 shares; 2025Q1: 43,991 shares; 2025Q2: 44,153 shares; 2025Q3: 45,713 shares; 2025Q4: 44,961 shares; 2026Q1: 44,927 shares; 2026Q2: 43,414 shares 43,414 $2.66M 1.34% -1,513 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,389 shares; 2025Q1: 10,128 shares; 2025Q2: 10,215 shares; 2025Q3: 10,485 shares; 2025Q4: 11,574 shares; 2026Q1: 12,086 shares; 2026Q2: 11,919 shares 11,919 $2.54M 1.28% -167 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,300 shares; 2025Q1: 18,503 shares; 2025Q2: 21,027 shares; 2025Q3: 22,057 shares; 2025Q4: 27,603 shares; 2026Q1: 28,840 shares; 2026Q2: 29,335 shares 29,335 $2.46M 1.24% +495 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,547 shares; 2025Q1: 4,522 shares; 2025Q2: 4,237 shares; 2025Q3: 4,121 shares; 2025Q4: 4,570 shares; 2026Q1: 4,284 shares; 2026Q2: 4,326 shares 4,326 $2.44M 1.23% +42 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,193 shares; 2025Q1: 29,240 shares; 2025Q2: 31,858 shares; 2025Q3: 31,859 shares; 2025Q4: 32,771 shares; 2026Q1: 32,820 shares; 2026Q2: 32,540 shares 32,540 $2.32M 1.17% -280 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,478 shares; 2025Q1: 8,366 shares; 2025Q2: 8,371 shares; 2025Q3: 8,391 shares; 2025Q4: 9,346 shares; 2026Q1: 9,177 shares; 2026Q2: 9,200 shares 9,200 $2.19M 1.1% +23 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: not loaded; 2024Q4: 19,020 shares; 2025Q1: 18,801 shares; 2025Q2: 19,323 shares; 2025Q3: 19,931 shares; 2025Q4: 20,560 shares; 2026Q1: 19,960 shares; 2026Q2: 20,182 shares 20,182 $1.95M 0.98% +222 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: not loaded; 2024Q4: 46,369 shares; 2025Q1: 48,916 shares; 2025Q2: 49,027 shares; 2025Q3: 49,755 shares; 2025Q4: 48,335 shares; 2026Q1: 48,084 shares; 2026Q2: 46,114 shares 46,114 $1.67M 0.84% -1,970 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,583 shares; 2025Q1: 2,730 shares; 2025Q2: 2,889 shares; 2025Q3: 2,899 shares; 2025Q4: 3,362 shares; 2026Q1: 3,309 shares; 2026Q2: 3,304 shares 3,304 $1.65M 0.83% -5 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,446 shares; 2025Q1: 48,764 shares; 2025Q2: 50,215 shares; 2025Q3: 52,929 shares; 2025Q4: 52,403 shares; 2026Q1: 51,560 shares; 2026Q2: 49,065 shares 49,065 $1.56M 0.78% -2,495 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,262 shares; 2025Q1: 4,264 shares; 2025Q2: 4,281 shares; 2025Q3: 4,395 shares; 2025Q4: 4,422 shares; 2026Q1: 4,254 shares; 2026Q2: 4,321 shares 4,321 $1.53M 0.77% +67 Timeline TSPY ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,579 shares; 2025Q4: 54,507 shares; 2026Q1: 59,091 shares; 2026Q2: 58,997 shares 58,997 $1.49M 0.75% -94 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,936 shares; 2025Q1: 2,730 shares; 2025Q2: 2,872 shares; 2025Q3: 3,097 shares; 2025Q4: 3,385 shares; 2026Q1: 3,449 shares; 2026Q2: 3,443 shares 3,443 $1.45M 0.73% -6 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,810 shares; 2025Q1: 9,858 shares; 2025Q2: 8,773 shares; 2025Q3: 8,787 shares; 2025Q4: 8,685 shares; 2026Q1: 8,164 shares; 2026Q2: 8,132 shares 8,132 $1.33M 0.67% -32 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,460 shares; 2025Q1: 11,624 shares; 2025Q2: 12,005 shares; 2025Q3: 12,874 shares; 2025Q4: 20,773 shares; 2026Q1: 21,970 shares; 2026Q2: 22,503 shares 22,503 $1.27M 0.64% +533 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,614 shares; 2025Q4: 49,240 shares; 2026Q1: 49,240 shares; 2026Q2: 48,595 shares 48,595 $1.26M 0.64% -645 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,184 shares; 2025Q1: 1,191 shares; 2025Q2: 1,171 shares; 2025Q3: 1,168 shares; 2025Q4: 1,292 shares; 2026Q1: 1,281 shares; 2026Q2: 1,273 shares 1,273 $1.19M 0.6% -8 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 8,317 shares; 2025Q2: 9,022 shares; 2025Q3: 9,030 shares; 2025Q4: 8,903 shares; 2026Q1: 8,555 shares; 2026Q2: 8,621 shares 8,621 $1.19M 0.6% +66 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: not loaded; 2024Q4: 8,957 shares; 2025Q1: 9,134 shares; 2025Q2: 9,142 shares; 2025Q3: 9,463 shares; 2025Q4: 10,174 shares; 2026Q1: 10,301 shares; 2026Q2: 10,338 shares 10,338 $1.16M 0.58% +37 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,937 shares; 2025Q1: 3,989 shares; 2025Q2: 4,548 shares; 2025Q3: 4,569 shares; 2025Q4: 5,052 shares; 2026Q1: 5,005 shares; 2026Q2: 5,101 shares 5,101 $1.16M 0.58% +96 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,340 shares; 2025Q1: 1,414 shares; 2025Q2: 1,667 shares; 2025Q3: 1,596 shares; 2025Q4: 1,599 shares; 2026Q1: 1,550 shares; 2026Q2: 1,549 shares 1,549 $1.16M 0.58% -1 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,771 shares; 2025Q4: 41,589 shares; 2026Q1: 41,589 shares; 2026Q2: 40,904 shares 40,904 $1.13M 0.57% -685 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: not loaded; 2024Q4: 10,090 shares; 2025Q1: 10,278 shares; 2025Q2: 10,308 shares; 2025Q3: 10,628 shares; 2025Q4: 11,555 shares; 2026Q1: 11,714 shares; 2026Q2: 11,765 shares 11,765 $1.12M 0.56% +51 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,625 shares; 2025Q1: 6,720 shares; 2025Q2: 6,743 shares; 2025Q3: 6,696 shares; 2025Q4: 7,288 shares; 2026Q1: 7,237 shares; 2026Q2: 6,822 shares 6,822 $1.08M 0.55% -415 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,871 shares; 2025Q1: 12,848 shares; 2025Q2: 12,868 shares; 2025Q3: 12,886 shares; 2025Q4: 13,092 shares; 2026Q1: 13,136 shares; 2026Q2: 13,154 shares 13,154 $1.08M 0.54% +18 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,999 shares; 2025Q1: 7,044 shares; 2025Q2: 7,050 shares; 2025Q3: 7,050 shares; 2025Q4: 7,032 shares; 2026Q1: 6,912 shares; 2026Q2: 6,915 shares 6,915 $999K 0.5% +3 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 2,057 shares; 2025Q2: 2,574 shares; 2025Q3: 2,558 shares; 2025Q4: 2,784 shares; 2026Q1: 3,401 shares; 2026Q2: 3,262 shares 3,262 $988K 0.5% -139 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 821 shares; 2026Q2: 836 shares 836 $966K 0.49% +15 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,878 shares; 2025Q3: 11,533 shares; 2025Q4: 14,144 shares; 2026Q1: 16,472 shares; 2026Q2: 17,367 shares 17,367 $909K 0.46% +895 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 loaded; 2024Q4: 1,282 shares; 2025Q1: not reported; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares; 2026Q2: 1,233 shares 1,233 $891K 0.45% -49 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,944 shares; 2025Q1: 17,301 shares; 2025Q2: 10,482 shares; 2025Q3: 11,215 shares; 2025Q4: 12,581 shares; 2026Q1: 15,021 shares; 2026Q2: 15,662 shares 15,662 $885K 0.45% +641 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,404 shares; 2025Q1: 12,433 shares; 2025Q2: 12,631 shares; 2025Q3: 12,572 shares; 2025Q4: 12,570 shares; 2026Q1: 12,586 shares; 2026Q2: 12,768 shares 12,768 $877K 0.44% +182 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,268 shares; 2025Q1: 1,269 shares; 2025Q2: 1,562 shares; 2025Q3: 1,563 shares; 2025Q4: 1,664 shares; 2026Q1: 1,730 shares; 2026Q2: 9,960 shares 9,960 $858K 0.43% +8,230 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,704 shares; 2025Q4: 1,704 shares; 2026Q1: 1,705 shares; 2026Q2: 6,820 shares 6,820 $847K 0.43% +5,115 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,506 shares; 2025Q1: 2,511 shares; 2025Q2: 2,335 shares; 2025Q3: 2,301 shares; 2025Q4: 2,269 shares; 2026Q1: 2,234 shares; 2026Q2: 2,201 shares 2,201 $832K 0.42% -33 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,029 shares; 2025Q2: 2,037 shares; 2025Q3: 2,029 shares; 2025Q4: 4,777 shares; 2026Q1: 5,543 shares; 2026Q2: 28,891 shares 28,891 $792K 0.4% +23,348 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,744 shares; 2025Q1: 10,744 shares; 2025Q2: 10,745 shares; 2025Q3: 10,552 shares; 2025Q4: 10,782 shares; 2026Q1: 10,782 shares; 2026Q2: 10,782 shares 10,782 $791K 0.4% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,506 shares; 2025Q1: 19,506 shares; 2025Q2: 18,535 shares; 2025Q3: 17,688 shares; 2025Q4: 17,294 shares; 2026Q1: 17,294 shares; 2026Q2: 16,894 shares 16,894 $769K 0.39% -400 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 773 shares; 2025Q4: 884 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $745K 0.38% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,524 shares; 2026Q2: 1,523 shares 1,523 $737K 0.37% -1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,831 shares; 2025Q1: 2,845 shares; 2025Q2: 3,160 shares; 2025Q3: 3,161 shares; 2025Q4: 3,173 shares; 2026Q1: 3,189 shares; 2026Q2: 3,160 shares 3,160 $689K 0.35% -29 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: not loaded; 2024Q4: 33,760 shares; 2025Q1: 33,521 shares; 2025Q2: 33,526 shares; 2025Q3: 33,126 shares; 2025Q4: 32,947 shares; 2026Q1: 32,895 shares; 2026Q2: 32,662 shares 32,662 $676K 0.34% -233 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,353 shares; 2026Q2: 3,340 shares 3,340 $674K 0.34% -13 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,751 shares; 2025Q1: 2,808 shares; 2025Q2: 2,851 shares; 2025Q3: 2,888 shares; 2025Q4: 3,428 shares; 2026Q1: 3,592 shares; 2026Q2: 4,150 shares 4,150 $656K 0.33% +558 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 loaded; 2024Q4: 8,878 shares; 2025Q1: 8,325 shares; 2025Q2: 8,389 shares; 2025Q3: 8,389 shares; 2025Q4: 8,481 shares; 2026Q1: 8,454 shares; 2026Q2: 8,562 shares 8,562 $655K 0.33% +108 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: not loaded; 2024Q4: 6,857 shares; 2025Q1: 7,092 shares; 2025Q2: 9,113 shares; 2025Q3: 9,508 shares; 2025Q4: 10,580 shares; 2026Q1: 10,801 shares; 2026Q2: 10,901 shares 10,901 $651K 0.33% +100 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 848 shares; 2025Q1: 849 shares; 2025Q2: 823 shares; 2025Q3: 824 shares; 2025Q4: 1,960 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $643K 0.32% 0 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: not loaded; 2024Q4: 2,130 shares; 2025Q1: 2,194 shares; 2025Q2: 4,044 shares; 2025Q3: 3,952 shares; 2025Q4: 3,951 shares; 2026Q1: 3,844 shares; 2026Q2: 3,847 shares 3,847 $632K 0.32% +3 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,973 shares; 2025Q1: 2,992 shares; 2025Q2: 3,700 shares; 2025Q3: 3,712 shares; 2025Q4: 3,773 shares; 2026Q1: 4,079 shares; 2026Q2: 4,247 shares 4,247 $630K 0.32% +168 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,034 shares 1,034 $600K 0.3% +29 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: not loaded; 2024Q4: 2,627 shares; 2025Q1: 2,640 shares; 2025Q2: 2,652 shares; 2025Q3: 2,613 shares; 2025Q4: 2,631 shares; 2026Q1: 2,601 shares; 2026Q2: 2,548 shares 2,548 $571K 0.29% -53 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: not loaded; 2024Q4: 6,905 shares; 2025Q1: 6,714 shares; 2025Q2: 6,802 shares; 2025Q3: 6,802 shares; 2025Q4: 6,863 shares; 2026Q1: 6,847 shares; 2026Q2: 6,869 shares 6,869 $569K 0.29% +22 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 loaded; 2024Q4: 9,061 shares; 2025Q1: 5,902 shares; 2025Q2: 5,937 shares; 2025Q3: 5,960 shares; 2025Q4: 6,580 shares; 2026Q1: 6,585 shares; 2026Q2: 6,547 shares 6,547 $560K 0.28% -38 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $536K 0.27% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,019 shares; 2025Q1: 4,192 shares; 2025Q2: 4,741 shares; 2025Q3: 4,686 shares; 2025Q4: 5,534 shares; 2026Q1: 5,394 shares; 2026Q2: 5,518 shares 5,518 $532K 0.27% +124 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,438 shares 27,438 $508K 0.26% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $504K 0.25% 0 Timeline JPRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,483 shares; 2025Q1: 8,977 shares; 2025Q2: 9,014 shares; 2025Q3: 9,633 shares; 2025Q4: 9,370 shares; 2026Q1: 9,379 shares; 2026Q2: 9,397 shares 9,397 $490K 0.25% +18 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: not loaded; 2024Q4: 5,808 shares; 2025Q1: 6,391 shares; 2025Q2: 6,414 shares; 2025Q3: 6,672 shares; 2025Q4: 10,073 shares; 2026Q1: 10,670 shares; 2026Q2: 10,920 shares 10,920 $484K 0.24% +250 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: not loaded; 2024Q4: 1,672 shares; 2025Q1: 1,673 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,668 shares; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares 1,681 $473K 0.24% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,643 shares; 2025Q4: 2,184 shares; 2026Q1: 2,208 shares; 2026Q2: 2,147 shares 2,147 $471K 0.24% -61 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,178 shares; 2025Q1: 2,214 shares; 2025Q2: 2,220 shares; 2025Q3: 2,381 shares; 2025Q4: 2,307 shares; 2026Q1: 2,238 shares; 2026Q2: 2,043 shares 2,043 $461K 0.23% -195 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $457K 0.23% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,980 shares; 2026Q1: 1,969 shares; 2026Q2: 1,968 shares 1,968 $453K 0.23% -1 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $433K 0.22% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,267 shares; 2025Q1: 9,328 shares; 2025Q2: 9,328 shares; 2025Q3: 9,345 shares; 2025Q4: 9,167 shares; 2026Q1: 9,167 shares; 2026Q2: 9,167 shares 9,167 $430K 0.22% 0 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: not loaded; 2024Q4: 3,416 shares; 2025Q1: 3,309 shares; 2025Q2: 3,371 shares; 2025Q3: 3,334 shares; 2025Q4: 3,434 shares; 2026Q1: 3,434 shares; 2026Q2: 3,449 shares 3,449 $429K 0.22% +15 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,512 shares; 2026Q1: 6,338 shares; 2026Q2: 6,696 shares 6,696 $412K 0.21% +358 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,956 shares; 2025Q1: 4,962 shares; 2025Q2: 4,968 shares; 2025Q3: 4,975 shares; 2025Q4: 4,967 shares; 2026Q1: 4,972 shares; 2026Q2: 4,979 shares 4,979 $410K 0.21% +7 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,837 shares; 2025Q1: 2,717 shares; 2025Q2: 2,717 shares; 2025Q3: 2,633 shares; 2025Q4: 2,761 shares; 2026Q1: 2,807 shares; 2026Q2: 2,777 shares 2,777 $407K 0.2% -30 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,607 shares; 2025Q1: 25,660 shares; 2025Q2: 28,010 shares; 2025Q3: 24,591 shares; 2025Q4: 29,158 shares; 2026Q1: 29,190 shares; 2026Q2: 29,276 shares 29,276 $407K 0.2% +86 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,380 shares; 2025Q1: 3,382 shares; 2025Q2: 3,312 shares; 2025Q3: 3,315 shares; 2025Q4: 3,345 shares; 2026Q1: 3,414 shares; 2026Q2: 3,414 shares 3,414 $401K 0.2% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,348 shares; 2025Q1: 5,353 shares; 2025Q2: 5,358 shares; 2025Q3: 5,364 shares; 2025Q4: 5,370 shares; 2026Q1: 5,377 shares; 2026Q2: 5,385 shares 5,385 $386K 0.19% +8 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,291 shares; 2025Q2: 1,537 shares; 2025Q3: 1,543 shares; 2025Q4: 1,545 shares; 2026Q1: 1,534 shares; 2026Q2: 1,552 shares 1,552 $377K 0.19% +18 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,831 shares; 2025Q3: 6,339 shares; 2025Q4: 6,216 shares; 2026Q1: 4,321 shares; 2026Q2: 4,281 shares 4,281 $376K 0.19% -40 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,412 shares; 2025Q1: 10,453 shares; 2025Q2: 10,498 shares; 2025Q3: 10,540 shares; 2025Q4: 10,584 shares; 2026Q1: 10,619 shares; 2026Q2: 10,648 shares 10,648 $371K 0.19% +29 Timeline TDAQ ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,795 shares; 2026Q1: 13,028 shares; 2026Q2: 13,028 shares 13,028 $370K 0.19% 0 Timeline DTCR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,142 shares; 2025Q3: 12,310 shares; 2025Q4: 11,998 shares; 2026Q1: 12,020 shares; 2026Q2: 12,020 shares 12,020 $365K 0.18% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,051 shares; 2025Q3: 4,356 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 4,351 shares 4,351 $352K 0.18% 0 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: not loaded; 2024Q4: 12,101 shares; 2025Q1: 24,039 shares; 2025Q2: 11,953 shares; 2025Q3: 11,969 shares; 2025Q4: 8,512 shares; 2026Q1: 8,350 shares; 2026Q2: 8,257 shares 8,257 $350K 0.18% -93 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 6,313 shares; 2025Q3: 6,313 shares; 2025Q4: 6,256 shares; 2026Q1: 5,925 shares; 2026Q2: 5,884 shares 5,884 $344K 0.17% -41 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 5,176 shares; 2026Q1: 5,176 shares; 2026Q2: 4,981 shares 4,981 $337K 0.17% -195 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 595 shares; 2025Q2: 606 shares; 2025Q3: 535 shares; 2025Q4: 931 shares; 2026Q1: 936 shares; 2026Q2: 940 shares 940 $332K 0.17% +4 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,928 shares; 2025Q1: 1,343 shares; 2025Q2: 1,336 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $324K 0.16% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,765 shares; 2025Q4: 5,776 shares; 2026Q1: 5,778 shares; 2026Q2: 5,106 shares 5,106 $294K 0.15% -672 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,261 shares; 2025Q4: 5,592 shares; 2026Q1: 5,643 shares; 2026Q2: 5,694 shares 5,694 $288K 0.15% +51 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 387 shares; 2026Q2: 403 shares 403 $283K 0.14% +16 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: not loaded; 2024Q4: 1,982 shares; 2025Q1: 1,540 shares; 2025Q2: 1,544 shares; 2025Q3: 1,549 shares; 2025Q4: 1,539 shares; 2026Q1: 1,529 shares; 2026Q2: 1,504 shares 1,504 $279K 0.14% -25 Timeline DFAX 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 loaded; 2024Q4: 8,129 shares; 2025Q1: 8,135 shares; 2025Q2: 8,213 shares; 2025Q3: 8,250 shares; 2025Q4: 8,623 shares; 2026Q1: 8,401 shares; 2026Q2: 7,360 shares 7,360 $271K 0.14% -1,041 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,244 shares; 2025Q1: 2,246 shares; 2025Q2: 2,247 shares; 2025Q3: 2,248 shares; 2025Q4: 2,249 shares; 2026Q1: 2,101 shares; 2026Q2: 2,019 shares 2,019 $268K 0.14% -82 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares 116 $264K 0.13% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $262K 0.13% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,642 shares; 2026Q1: 1,618 shares; 2026Q2: 1,621 shares 1,621 $246K 0.12% +3 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 loaded; 2024Q4: 1,066 shares; 2025Q1: 827 shares; 2025Q2: 830 shares; 2025Q3: 834 shares; 2025Q4: 854 shares; 2026Q1: 736 shares; 2026Q2: 739 shares 739 $244K 0.12% +3 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,156 shares; 2026Q1: 3,156 shares; 2026Q2: 3,169 shares 3,169 $239K 0.12% +13 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,114 shares; 2026Q1: 2,097 shares; 2026Q2: 2,088 shares 2,088 $236K 0.12% -9 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,062 shares; 2026Q2: 3,066 shares 3,066 $236K 0.12% +4 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: not reported; 2026Q2: 195 shares 195 $234K 0.12% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,161 shares; 2026Q1: 3,161 shares; 2026Q2: 3,161 shares 3,161 $228K 0.12% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,595 shares; 2025Q2: 3,848 shares; 2025Q3: 3,911 shares; 2025Q4: 3,636 shares; 2026Q1: 3,308 shares; 2026Q2: 3,102 shares 3,102 $225K 0.11% -206 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $224K 0.11% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,621 shares 1,621 $222K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 753 shares; 2025Q4: 755 shares; 2026Q1: 757 shares; 2026Q2: 693 shares 693 $218K 0.11% -64 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $217K 0.11% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,705 shares; 2026Q2: 3,708 shares 3,708 $210K 0.11% +3 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,632 shares; 2026Q1: 2,444 shares; 2026Q2: 2,449 shares 2,449 $208K 0.1% +5 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,850 shares; 2026Q2: 3,871 shares 3,871 $206K 0.1% +21 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: not reported; 2026Q2: 394 shares 394 $202K 0.1% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,840 shares; 2026Q1: 12,840 shares; 2026Q2: 12,840 shares 12,840 $187K 0.09% 0 Timeline