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: 536,983 shares; 2024Q4: 298,586 shares; 2025Q1: 313,152 shares; 2025Q2: 264,362 shares; 2025Q3: 217,467 shares; 2025Q4: 220,020 shares; 2026Q1: 268,942 shares; 2026Q2: 272,371 shares 272,371 $32.4M 10.31% +3,429 Timeline VOOV 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: 85,908 shares; 2026Q2: 89,033 shares 89,033 $19.5M 6.21% +3,125 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,325 shares; 2024Q4: 266,079 shares; 2025Q1: 281,539 shares; 2025Q2: 540,907 shares; 2025Q3: 587,065 shares; 2025Q4: 623,614 shares; 2026Q1: 527,899 shares; 2026Q2: 579,075 shares 579,075 $13.2M 4.2% +51,176 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: 228,003 shares; 2024Q4: 144,380 shares; 2025Q1: 152,316 shares; 2025Q2: 144,401 shares; 2025Q3: 121,469 shares; 2025Q4: 121,170 shares; 2026Q1: 53,138 shares; 2026Q2: 52,215 shares 52,215 $11.9M 3.77% -923 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: 99,959 shares; 2025Q1: 103,958 shares; 2025Q2: 106,046 shares; 2025Q3: 209,234 shares; 2025Q4: 102,806 shares; 2026Q1: 112,461 shares; 2026Q2: 111,749 shares 111,749 $9.82M 3.12% -712 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: 33,484 shares; 2024Q4: 17,427 shares; 2025Q1: 18,193 shares; 2025Q2: 21,927 shares; 2025Q3: 19,574 shares; 2025Q4: 20,054 shares; 2026Q1: not reported; 2026Q2: 27,452 shares 27,452 $8.41M 2.68% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,452 shares; 2024Q4: 21,049 shares; 2025Q1: 21,596 shares; 2025Q2: 17,517 shares; 2025Q3: 15,707 shares; 2025Q4: 15,594 shares; 2026Q1: 9,957 shares; 2026Q2: 9,704 shares 9,704 $7.27M 2.31% -253 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: 5,487 shares; 2024Q4: 2,907 shares; 2025Q1: 2,877 shares; 2025Q2: 51,066 shares; 2025Q3: 48,339 shares; 2025Q4: 48,460 shares; 2026Q1: 49,583 shares; 2026Q2: 50,311 shares 50,311 $6.88M 2.19% +728 Timeline MBB 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: 18,539 shares; 2025Q3: 28,129 shares; 2025Q4: 38,531 shares; 2026Q1: 59,368 shares; 2026Q2: 63,833 shares 63,833 $6.03M 1.92% +4,465 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: 151,039 shares; 2024Q4: 98,744 shares; 2025Q1: 103,102 shares; 2025Q2: 65,433 shares; 2025Q3: 55,170 shares; 2025Q4: 55,784 shares; 2026Q1: 72,079 shares; 2026Q2: 71,184 shares 71,184 $5.88M 1.87% -895 Timeline IJT 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: 31,899 shares; 2025Q3: 28,459 shares; 2025Q4: 29,445 shares; 2026Q1: 33,116 shares; 2026Q2: 32,748 shares 32,748 $5.85M 1.86% -368 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: 56,670 shares; 2024Q4: 25,949 shares; 2025Q1: 27,983 shares; 2025Q2: 30,420 shares; 2025Q3: 36,170 shares; 2025Q4: 37,974 shares; 2026Q1: 46,420 shares; 2026Q2: 53,044 shares 53,044 $5.79M 1.84% +6,624 Timeline FLJP 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: not reported; 2025Q1: not reported; 2025Q2: 146,675 shares; 2025Q3: 127,817 shares; 2025Q4: 132,057 shares; 2026Q1: 133,960 shares; 2026Q2: 132,323 shares 132,323 $5.26M 1.67% -1,637 Timeline VWOB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,695 shares; 2025Q4: 64,329 shares; 2026Q1: 70,882 shares; 2026Q2: 76,137 shares 76,137 $5.12M 1.63% +5,255 Timeline FLGB 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: not reported; 2025Q1: not reported; 2025Q2: 153,072 shares; 2025Q3: 133,582 shares; 2025Q4: 138,788 shares; 2026Q1: 141,104 shares; 2026Q2: 138,622 shares 138,622 $4.89M 1.56% -2,482 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: 128,974 shares; 2024Q4: 64,467 shares; 2025Q1: 64,721 shares; 2025Q2: 64,722 shares; 2025Q3: 64,797 shares; 2025Q4: 64,670 shares; 2026Q1: 65,988 shares; 2026Q2: 64,670 shares 64,670 $4.75M 1.51% -1,318 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: 31,797 shares; 2024Q4: 15,889 shares; 2025Q1: 15,889 shares; 2025Q2: 15,889 shares; 2025Q3: 69,258 shares; 2025Q4: 70,419 shares; 2026Q1: 51,416 shares; 2026Q2: 54,030 shares 54,030 $4.48M 1.42% +2,614 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: 235,483 shares; 2024Q4: 199,113 shares; 2025Q1: 209,479 shares; 2025Q2: 76,824 shares; 2025Q3: 63,939 shares; 2025Q4: 60,373 shares; 2026Q1: 53,505 shares; 2026Q2: 57,734 shares 57,734 $4.42M 1.41% +4,229 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,539 shares; 2025Q3: 71,865 shares; 2025Q4: 75,441 shares; 2026Q1: 148,677 shares; 2026Q2: 158,200 shares 158,200 $4.14M 1.32% +9,523 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: 16,734 shares; 2024Q4: 14,787 shares; 2025Q1: 15,683 shares; 2025Q2: 14,223 shares; 2025Q3: 20,855 shares; 2025Q4: 12,741 shares; 2026Q1: 10,963 shares; 2026Q2: 10,858 shares 10,858 $4M 1.27% -105 Timeline EWP 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: 73,217 shares; 2025Q3: 64,493 shares; 2025Q4: 65,243 shares; 2026Q1: 66,016 shares; 2026Q2: 64,817 shares 64,817 $3.85M 1.22% -1,199 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: 112,322 shares; 2024Q4: 64,083 shares; 2025Q1: 68,161 shares; 2025Q2: 31,926 shares; 2025Q3: 35,196 shares; 2025Q4: 34,772 shares; 2026Q1: 25,558 shares; 2026Q2: 28,104 shares 28,104 $3.5M 1.11% +2,546 Timeline FLCH 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: not reported; 2025Q1: not reported; 2025Q2: 144,951 shares; 2025Q3: 125,710 shares; 2025Q4: 127,272 shares; 2026Q1: 129,857 shares; 2026Q2: 169,976 shares 169,976 $3.47M 1.1% +40,119 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: 23,720 shares; 2024Q4: 9,305 shares; 2025Q1: 11,175 shares; 2025Q2: 9,520 shares; 2025Q3: 10,070 shares; 2025Q4: 19,952 shares; 2026Q1: 18,706 shares; 2026Q2: 17,495 shares 17,495 $3.33M 1.06% -1,211 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,209 shares; 2026Q2: 68,636 shares 68,636 $3.32M 1.06% +427 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: 13,084 shares; 2024Q4: 8,686 shares; 2025Q1: 8,591 shares; 2025Q2: 8,550 shares; 2025Q3: 12,412 shares; 2025Q4: 10,545 shares; 2026Q1: 11,342 shares; 2026Q2: 11,446 shares 11,446 $3.31M 1.05% +104 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,005 shares; 2024Q4: 68,890 shares; 2025Q1: 70,818 shares; 2025Q2: 53,009 shares; 2025Q3: 46,145 shares; 2025Q4: 47,571 shares; 2026Q1: 42,530 shares; 2026Q2: 41,232 shares 41,232 $3.26M 1.04% -1,298 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: 3,716 shares; 2024Q4: 4,457 shares; 2025Q1: 5,299 shares; 2025Q2: 5,977 shares; 2025Q3: 9,956 shares; 2025Q4: 7,445 shares; 2026Q1: 7,585 shares; 2026Q2: 8,635 shares 8,635 $3.22M 1.02% +1,050 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: 10,641 shares; 2024Q4: 9,799 shares; 2025Q1: 9,799 shares; 2025Q2: 10,773 shares; 2025Q3: 15,723 shares; 2025Q4: 14,464 shares; 2026Q1: 14,448 shares; 2026Q2: 14,643 shares 14,643 $2.93M 0.93% +195 Timeline FLKR 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: not reported; 2025Q1: not reported; 2025Q2: 50,054 shares; 2025Q3: 44,644 shares; 2025Q4: 43,862 shares; 2026Q1: 40,478 shares; 2026Q2: 41,103 shares 41,103 $2.72M 0.86% +625 Timeline FLBR 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: not reported; 2025Q1: not reported; 2025Q2: 90,206 shares; 2025Q3: 117,262 shares; 2025Q4: 119,064 shares; 2026Q1: 120,487 shares; 2026Q2: 126,658 shares 126,658 $2.71M 0.86% +6,171 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: 36,157 shares; 2025Q1: 36,189 shares; 2025Q2: 35,393 shares; 2025Q3: 70,604 shares; 2025Q4: 36,219 shares; 2026Q1: 37,760 shares; 2026Q2: 37,012 shares 37,012 $2.5M 0.8% -748 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: 11,745 shares; 2024Q4: 4,831 shares; 2025Q1: 4,831 shares; 2025Q2: 4,695 shares; 2025Q3: 4,779 shares; 2025Q4: 4,779 shares; 2026Q1: 4,758 shares; 2026Q2: 19,032 shares 19,032 $2.36M 0.75% +14,274 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: 61,638 shares; 2024Q4: 30,694 shares; 2025Q1: 30,694 shares; 2025Q2: 30,694 shares; 2025Q3: 30,694 shares; 2025Q4: 30,694 shares; 2026Q1: 30,694 shares; 2026Q2: 29,844 shares 29,844 $2.33M 0.74% -850 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 reported; 2024Q4: 5,856 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares; 2025Q3: 6,558 shares; 2025Q4: 6,448 shares; 2026Q1: 6,454 shares; 2026Q2: 6,464 shares 6,464 $2.28M 0.73% +10 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: 12,586 shares; 2024Q4: 7,426 shares; 2025Q1: 7,452 shares; 2025Q2: 8,446 shares; 2025Q3: 12,127 shares; 2025Q4: 8,931 shares; 2026Q1: 9,083 shares; 2026Q2: 9,113 shares 9,113 $2.17M 0.69% +30 Timeline EWW 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: 25,416 shares; 2025Q3: 22,999 shares; 2025Q4: 23,546 shares; 2026Q1: 23,656 shares; 2026Q2: 26,945 shares 26,945 $2.03M 0.65% +3,289 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: 51,781 shares; 2024Q4: 25,228 shares; 2025Q1: 25,184 shares; 2025Q2: 26,043 shares; 2025Q3: 25,114 shares; 2025Q4: 25,175 shares; 2026Q1: 26,244 shares; 2026Q2: 28,295 shares 28,295 $2.02M 0.64% +2,051 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: 41,559 shares; 2024Q4: 20,359 shares; 2025Q1: 20,319 shares; 2025Q2: 20,300 shares; 2025Q3: 20,783 shares; 2025Q4: 24,324 shares; 2026Q1: 20,704 shares; 2026Q2: 20,705 shares 20,705 $2M 0.64% +1 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: 19,938 shares; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 7,665 shares; 2025Q4: 7,665 shares; 2026Q1: 7,528 shares; 2026Q2: 7,528 shares 7,528 $1.83M 0.58% 0 Timeline EWA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,954 shares 62,954 $1.77M 0.56% new 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: 46,701 shares; 2024Q4: 11,655 shares; 2025Q1: 11,647 shares; 2025Q2: 11,376 shares; 2025Q3: 11,354 shares; 2025Q4: 11,344 shares; 2026Q1: 11,770 shares; 2026Q2: 11,761 shares 11,761 $1.62M 0.51% -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: 21,403 shares; 2024Q4: 18,798 shares; 2025Q1: 18,733 shares; 2025Q2: 19,424 shares; 2025Q3: 20,454 shares; 2025Q4: 18,839 shares; 2026Q1: 19,241 shares; 2026Q2: 20,850 shares 20,850 $1.61M 0.51% +1,609 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: 56,391 shares; 2024Q4: 19,747 shares; 2025Q1: 20,665 shares; 2025Q2: 5,549 shares; 2025Q3: 3,964 shares; 2025Q4: 3,820 shares; 2026Q1: 3,955 shares; 2026Q2: 3,891 shares 3,891 $1.53M 0.49% -64 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.48% 0 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: 74,288 shares; 2024Q4: 25,250 shares; 2025Q1: 28,437 shares; 2025Q2: 28,048 shares; 2025Q3: 28,508 shares; 2025Q4: 28,424 shares; 2026Q1: 27,728 shares; 2026Q2: 26,325 shares 26,325 $1.41M 0.45% -1,403 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,953 shares; 2025Q4: 3,900 shares; 2026Q1: 3,918 shares; 2026Q2: 3,939 shares 3,939 $1.41M 0.45% +21 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,678 shares; 2024Q4: 62,676 shares; 2025Q1: 64,877 shares; 2025Q2: 28,615 shares; 2025Q3: 17,946 shares; 2025Q4: 17,775 shares; 2026Q1: 19,351 shares; 2026Q2: 18,574 shares 18,574 $1.4M 0.44% -777 Timeline VTEL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,965 shares; 2026Q2: 12,759 shares 12,759 $1.34M 0.43% +794 Timeline MEAR 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: 24,073 shares; 2026Q1: 27,196 shares; 2026Q2: 26,320 shares 26,320 $1.33M 0.42% -876 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 reported; 2024Q4: not reported; 2025Q1: 4,367 shares; 2025Q2: 4,455 shares; 2025Q3: 4,760 shares; 2025Q4: 4,673 shares; 2026Q1: 5,131 shares; 2026Q2: 6,177 shares 6,177 $1.31M 0.42% +1,046 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,271 shares; 2025Q1: 25,799 shares; 2025Q2: 25,424 shares; 2025Q3: 54,471 shares; 2025Q4: 30,056 shares; 2026Q1: 31,921 shares; 2026Q2: 29,981 shares 29,981 $1.3M 0.41% -1,940 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 13,032 shares; 2025Q4: 12,645 shares; 2026Q1: 16,855 shares; 2026Q2: 18,780 shares 18,780 $1.25M 0.4% +1,925 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,003 shares; 2024Q4: 3,504 shares; 2025Q1: 3,236 shares; 2025Q2: 3,430 shares; 2025Q3: 7,570 shares; 2025Q4: 8,106 shares; 2026Q1: 10,169 shares; 2026Q2: 10,326 shares 10,326 $1.17M 0.37% +157 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 reported; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,960 shares; 2025Q3: 5,307 shares; 2025Q4: 3,202 shares; 2026Q1: 3,140 shares; 2026Q2: 3,120 shares 3,120 $1.17M 0.37% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,043 shares; 2025Q3: 11,634 shares; 2025Q4: 12,333 shares; 2026Q1: 10,418 shares; 2026Q2: 10,480 shares 10,480 $1.15M 0.36% +62 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: 14,995 shares; 2024Q4: 12,479 shares; 2025Q1: 14,851 shares; 2025Q2: 17,963 shares; 2025Q3: 21,990 shares; 2025Q4: 18,267 shares; 2026Q1: 20,840 shares; 2026Q2: 25,010 shares 25,010 $1.14M 0.36% +4,170 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: 11,734 shares; 2024Q4: 6,495 shares; 2025Q1: 6,688 shares; 2025Q2: 7,286 shares; 2025Q3: 7,929 shares; 2025Q4: 9,137 shares; 2026Q1: 7,663 shares; 2026Q2: 7,665 shares 7,665 $1.14M 0.36% +2 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: 105,564 shares; 2024Q4: 30,676 shares; 2025Q1: 32,043 shares; 2025Q2: 8,352 shares; 2025Q3: 5,145 shares; 2025Q4: 4,922 shares; 2026Q1: 5,133 shares; 2026Q2: 4,995 shares 4,995 $1.1M 0.35% -138 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: 1,630 shares; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,079 shares; 2025Q3: 2,577 shares; 2025Q4: 2,241 shares; 2026Q1: 2,214 shares; 2026Q2: 2,200 shares 2,200 $1.1M 0.35% -14 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: 21,468 shares; 2024Q4: 6,625 shares; 2025Q1: 7,553 shares; 2025Q2: 7,224 shares; 2025Q3: 6,554 shares; 2025Q4: 6,730 shares; 2026Q1: 6,764 shares; 2026Q2: 6,774 shares 6,774 $1.07M 0.34% +10 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: 20,430 shares; 2024Q4: 9,803 shares; 2025Q1: 9,691 shares; 2025Q2: 9,693 shares; 2025Q3: 9,508 shares; 2025Q4: 9,524 shares; 2026Q1: 9,355 shares; 2026Q2: 18,561 shares 18,561 $1.04M 0.33% +9,206 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,470 shares; 2024Q4: 51,735 shares; 2025Q1: 51,735 shares; 2025Q2: 51,735 shares; 2025Q3: 51,735 shares; 2025Q4: 51,735 shares; 2026Q1: 51,735 shares; 2026Q2: 51,735 shares 51,735 $1.02M 0.32% 0 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,732 shares; 2025Q1: 27,343 shares; 2025Q2: 24,955 shares; 2025Q3: 45,148 shares; 2025Q4: 24,120 shares; 2026Q1: 24,482 shares; 2026Q2: 22,983 shares 22,983 $995K 0.32% -1,499 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 reported; 2024Q4: 557 shares; 2025Q1: 636 shares; 2025Q2: 999 shares; 2025Q3: 1,415 shares; 2025Q4: 1,683 shares; 2026Q1: 1,709 shares; 2026Q2: 1,729 shares 1,729 $974K 0.31% +20 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: 18,895 shares; 2024Q4: 8,199 shares; 2025Q1: 9,041 shares; 2025Q2: 8,793 shares; 2025Q3: 9,135 shares; 2025Q4: 9,131 shares; 2026Q1: 8,933 shares; 2026Q2: 8,895 shares 8,895 $953K 0.3% -38 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: 30,864 shares; 2024Q4: 17,260 shares; 2025Q1: 17,260 shares; 2025Q2: 16,755 shares; 2025Q3: 13,606 shares; 2025Q4: not reported; 2026Q1: 17,919 shares; 2026Q2: 18,649 shares 18,649 $943K 0.3% +730 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,706 shares; 2026Q1: 41,467 shares; 2026Q2: 38,780 shares 38,780 $940K 0.3% -2,687 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: not reported; 2025Q1: not reported; 2025Q2: 9,427 shares; 2025Q3: 12,676 shares; 2025Q4: 7,438 shares; 2026Q1: 13,057 shares; 2026Q2: 12,998 shares 12,998 $935K 0.3% -59 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: 545 shares; 2025Q3: 1,351 shares; 2025Q4: 800 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $929K 0.3% 0 Timeline FLMI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,438 shares; 2026Q1: 34,306 shares; 2026Q2: 36,399 shares 36,399 $916K 0.29% +2,093 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,554 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,607 shares 3,607 $916K 0.29% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: 9,795 shares; 2026Q2: 6,342 shares 6,342 $886K 0.28% -3,453 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: 14,364 shares; 2024Q4: 6,465 shares; 2025Q1: 6,368 shares; 2025Q2: 6,372 shares; 2025Q3: 6,210 shares; 2025Q4: 6,176 shares; 2026Q1: 7,012 shares; 2026Q2: 8,892 shares 8,892 $880K 0.28% +1,880 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 364 shares; 2026Q1: 853 shares; 2026Q2: 795 shares 795 $847K 0.27% -58 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: 1,746 shares; 2024Q4: 1,447 shares; 2025Q1: 1,394 shares; 2025Q2: 1,507 shares; 2025Q3: 1,815 shares; 2025Q4: 1,207 shares; 2026Q1: 1,049 shares; 2026Q2: 1,050 shares 1,050 $784K 0.25% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 1,621 shares; 2026Q1: 1,765 shares; 2026Q2: 2,039 shares 2,039 $770K 0.25% +274 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: 3,912 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 5,304 shares; 2025Q3: 6,333 shares; 2025Q4: 5,656 shares; 2026Q1: 5,560 shares; 2026Q2: 5,561 shares 5,561 $760K 0.24% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 625 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $754K 0.24% 0 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: 3,504 shares; 2024Q4: 3,504 shares; 2025Q1: 3,504 shares; 2025Q2: 3,900 shares; 2025Q3: 4,013 shares; 2025Q4: 4,083 shares; 2026Q1: 4,460 shares; 2026Q2: 4,455 shares 4,455 $743K 0.24% -5 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 reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 2,830 shares; 2025Q4: 1,728 shares; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $735K 0.23% 0 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: 3,236 shares; 2024Q4: 1,635 shares; 2025Q1: 2,078 shares; 2025Q2: 2,079 shares; 2025Q3: 2,115 shares; 2025Q4: 1,990 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $731K 0.23% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,435 shares; 2026Q2: 5,946 shares 5,946 $724K 0.23% -489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,604 shares; 2026Q1: 15,604 shares; 2026Q2: 15,494 shares 15,494 $719K 0.23% -110 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: 120,612 shares; 2024Q4: 39,292 shares; 2025Q1: 42,473 shares; 2025Q2: 25,684 shares; 2025Q3: 23,923 shares; 2025Q4: 24,903 shares; 2026Q1: 24,123 shares; 2026Q2: 23,454 shares 23,454 $715K 0.23% -669 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: 11,711 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,028 shares; 2025Q4: 6,167 shares; 2026Q1: 6,063 shares; 2026Q2: 6,048 shares 6,048 $710K 0.23% -15 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: 1,078 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares; 2026Q2: 1,078 shares 1,078 $707K 0.22% 0 Timeline INVESCO QQQ TR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $705K 0.22% new JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,659 shares; 2025Q3: 12,964 shares; 2025Q4: 18,851 shares; 2026Q1: 13,691 shares; 2026Q2: 13,670 shares 13,670 $700K 0.22% -21 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,849 shares; 2025Q3: 13,809 shares; 2025Q4: 13,682 shares; 2026Q1: 13,530 shares; 2026Q2: 12,398 shares 12,398 $695K 0.22% -1,132 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,653 shares; 2024Q4: 91,276 shares; 2025Q1: 96,742 shares; 2025Q2: 22,154 shares; 2025Q3: 17,173 shares; 2025Q4: 11,377 shares; 2026Q1: 11,322 shares; 2026Q2: 10,996 shares 10,996 $684K 0.22% -326 Timeline EDIV 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 reported; 2024Q4: 9,049 shares; 2025Q1: 11,083 shares; 2025Q2: 10,508 shares; 2025Q3: 22,294 shares; 2025Q4: 13,248 shares; 2026Q1: 15,537 shares; 2026Q2: 16,299 shares 16,299 $668K 0.21% +762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares; 2026Q2: 2,423 shares 2,423 $655K 0.21% +388 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: not reported; 2024Q4: 12,080 shares; 2025Q1: 12,081 shares; 2025Q2: 11,937 shares; 2025Q3: 10,304 shares; 2025Q4: 10,912 shares; 2026Q1: 11,396 shares; 2026Q2: 11,348 shares 11,348 $647K 0.21% -48 Timeline PJAN 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: 5,393 shares; 2025Q2: 5,393 shares; 2025Q3: 10,786 shares; 2025Q4: 5,393 shares; 2026Q1: 13,483 shares; 2026Q2: 13,026 shares 13,026 $645K 0.21% -457 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: 38,224 shares; 2024Q4: 21,689 shares; 2025Q1: 21,689 shares; 2025Q2: 21,064 shares; 2025Q3: 14,350 shares; 2025Q4: 14,350 shares; 2026Q1: 15,631 shares; 2026Q2: 14,194 shares 14,194 $640K 0.2% -1,437 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 3,272 shares; 2026Q1: 5,157 shares; 2026Q2: 4,500 shares 4,500 $630K 0.2% -657 Timeline CMBS 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: 10,099 shares; 2025Q3: 10,207 shares; 2025Q4: 10,927 shares; 2026Q1: 12,846 shares; 2026Q2: 12,870 shares 12,870 $626K 0.2% +24 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: 5,454 shares; 2024Q4: 2,447 shares; 2025Q1: 2,901 shares; 2025Q2: 2,752 shares; 2025Q3: 2,952 shares; 2025Q4: 5,912 shares; 2026Q1: 5,718 shares; 2026Q2: 5,132 shares 5,132 $602K 0.19% -586 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: 1,241 shares; 2024Q4: 686 shares; 2025Q1: 907 shares; 2025Q2: 976 shares; 2025Q3: 1,115 shares; 2025Q4: 843 shares; 2026Q1: 822 shares; 2026Q2: 873 shares 873 $600K 0.19% +51 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: 16,382 shares; 2024Q4: 4,578 shares; 2025Q1: 6,119 shares; 2025Q2: 5,832 shares; 2025Q3: 6,476 shares; 2025Q4: 7,678 shares; 2026Q1: 7,756 shares; 2026Q2: 7,200 shares 7,200 $598K 0.19% -556 Timeline IOCT 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: 4,740 shares; 2025Q4: 15,790 shares; 2026Q1: 15,790 shares; 2026Q2: 15,790 shares 15,790 $584K 0.19% 0 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: 12,182 shares; 2024Q4: 2,729 shares; 2025Q1: 3,581 shares; 2025Q2: 3,192 shares; 2025Q3: 3,261 shares; 2025Q4: 3,272 shares; 2026Q1: 3,126 shares; 2026Q2: 3,116 shares 3,116 $577K 0.18% -10 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 1,803 shares; 2026Q1: 1,760 shares; 2026Q2: 1,762 shares 1,762 $577K 0.18% +2 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: 20,814 shares; 2024Q4: 8,858 shares; 2025Q1: 6,908 shares; 2025Q2: 7,862 shares; 2025Q3: 7,651 shares; 2025Q4: 7,666 shares; 2026Q1: 8,771 shares; 2026Q2: 9,572 shares 9,572 $571K 0.18% +801 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: 19,553 shares; 2024Q4: 16,616 shares; 2025Q1: 17,811 shares; 2025Q2: 15,303 shares; 2025Q3: 7,813 shares; 2025Q4: 13,002 shares; 2026Q1: 6,928 shares; 2026Q2: 6,610 shares 6,610 $571K 0.18% -318 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 reported; 2024Q4: not reported; 2025Q1: 5,943 shares; 2025Q2: 5,988 shares; 2025Q3: 13,143 shares; 2025Q4: 7,695 shares; 2026Q1: 9,370 shares; 2026Q2: 9,436 shares 9,436 $544K 0.17% +66 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,211 shares; 2024Q4: 43,528 shares; 2025Q1: 43,528 shares; 2025Q2: 56,281 shares; 2025Q3: 38,015 shares; 2025Q4: 37,331 shares; 2026Q1: 33,501 shares; 2026Q2: 33,501 shares 33,501 $532K 0.17% 0 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: not reported; 2025Q1: 7,315 shares; 2025Q2: 13,774 shares; 2025Q3: 24,922 shares; 2025Q4: 12,470 shares; 2026Q1: 12,470 shares; 2026Q2: 11,550 shares 11,550 $530K 0.17% -920 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: 5,797 shares; 2025Q3: 5,837 shares; 2025Q4: 5,984 shares; 2026Q1: 5,549 shares; 2026Q2: 5,593 shares 5,593 $522K 0.17% +44 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,463 shares; 2025Q3: 2,054 shares; 2025Q4: 1,953 shares; 2026Q1: 1,267 shares; 2026Q2: 1,865 shares 1,865 $522K 0.17% +598 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: not reported; 2025Q2: not reported; 2025Q3: 31,468 shares; 2025Q4: 30,760 shares; 2026Q1: 30,635 shares; 2026Q2: 37,373 shares 37,373 $519K 0.17% +6,738 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 606 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $519K 0.17% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 4,024 shares; 2025Q4: 2,024 shares; 2026Q1: 2,037 shares; 2026Q2: 2,037 shares 2,037 $518K 0.16% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,047 shares; 2025Q4: 7,047 shares; 2026Q1: 8,133 shares; 2026Q2: 8,501 shares 8,501 $513K 0.16% +368 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: 593 shares; 2026Q1: 592 shares; 2026Q2: 660 shares 660 $499K 0.16% +68 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: 10,153 shares; 2025Q3: 20,306 shares; 2025Q4: 10,153 shares; 2026Q1: 11,804 shares; 2026Q2: 11,364 shares 11,364 $489K 0.16% -440 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: 25,242 shares; 2024Q4: 19,339 shares; 2025Q1: 19,339 shares; 2025Q2: 16,199 shares; 2025Q3: 16,915 shares; 2025Q4: 16,443 shares; 2026Q1: 17,213 shares; 2026Q2: 23,338 shares 23,338 $483K 0.15% +6,125 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,468 shares; 2025Q2: 7,468 shares; 2025Q3: 14,936 shares; 2025Q4: 9,104 shares; 2026Q1: 10,667 shares; 2026Q2: 10,704 shares 10,704 $482K 0.15% +37 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: 14,988 shares; 2024Q4: 10,319 shares; 2025Q1: 10,319 shares; 2025Q2: 9,333 shares; 2025Q3: 4,618 shares; 2025Q4: 4,523 shares; 2026Q1: 4,503 shares; 2026Q2: 4,435 shares 4,435 $459K 0.15% -68 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: 21,227 shares; 2024Q4: 8,243 shares; 2025Q1: 7,723 shares; 2025Q2: 7,762 shares; 2025Q3: 7,545 shares; 2025Q4: 7,347 shares; 2026Q1: 8,440 shares; 2026Q2: 9,465 shares 9,465 $458K 0.15% +1,025 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,693 shares; 2025Q3: 10,908 shares; 2025Q4: 6,093 shares; 2026Q1: 10,478 shares; 2026Q2: 10,762 shares 10,762 $456K 0.14% +284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 456 shares; 2026Q1: 455 shares; 2026Q2: 450 shares 450 $455K 0.14% -5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 488 shares; 2026Q2: 486 shares 486 $455K 0.14% -2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 8,223 shares; 2025Q1: 8,223 shares; 2025Q2: 8,097 shares; 2025Q3: 7,963 shares; 2025Q4: 7,963 shares; 2026Q1: 7,963 shares; 2026Q2: 7,963 shares 7,963 $449K 0.14% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $442K 0.14% new 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: 15,003 shares; 2024Q4: 4,476 shares; 2025Q1: 5,062 shares; 2025Q2: 4,933 shares; 2025Q3: 4,701 shares; 2025Q4: 9,408 shares; 2026Q1: 9,142 shares; 2026Q2: 8,246 shares 8,246 $438K 0.14% -896 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,506 shares; 2025Q1: 18,506 shares; 2025Q2: 18,293 shares; 2025Q3: 18,753 shares; 2025Q4: 18,765 shares; 2026Q1: 18,765 shares; 2026Q2: 17,974 shares 17,974 $426K 0.14% -791 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: 2,272 shares; 2026Q2: 1,904 shares 1,904 $424K 0.13% -368 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 3,360 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $424K 0.13% 0 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: 5,254 shares; 2024Q4: 2,670 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,820 shares; 2025Q4: 2,947 shares; 2026Q1: 3,148 shares; 2026Q2: 3,111 shares 3,111 $421K 0.13% -37 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,310 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 14,803 shares; 2025Q3: 13,942 shares; 2025Q4: 13,942 shares; 2026Q1: 13,942 shares; 2026Q2: 13,942 shares 13,942 $421K 0.13% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,310 shares; 2024Q4: 3,116 shares; 2025Q1: 3,116 shares; 2025Q2: 3,116 shares; 2025Q3: 3,116 shares; 2025Q4: 3,111 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $419K 0.13% 0 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: 2,036 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,957 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,756 shares; 2026Q2: 1,758 shares 1,758 $418K 0.13% +2 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 8,272 shares; 2025Q4: 7,084 shares; 2026Q1: 8,086 shares; 2026Q2: 8,216 shares 8,216 $418K 0.13% +130 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,877 shares; 2025Q4: not reported; 2026Q1: 3,936 shares; 2026Q2: 3,923 shares 3,923 $408K 0.13% -13 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: 5,180 shares; 2024Q4: 5,265 shares; 2025Q1: 5,310 shares; 2025Q2: 5,210 shares; 2025Q3: 4,948 shares; 2025Q4: 4,926 shares; 2026Q1: 4,925 shares; 2026Q2: 4,902 shares 4,902 $405K 0.13% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 2,884 shares; 2026Q1: 3,161 shares; 2026Q2: 3,138 shares 3,138 $403K 0.13% -23 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 2,195 shares; 2025Q4: 2,281 shares; 2026Q1: 2,759 shares; 2026Q2: 2,741 shares 2,741 $402K 0.13% -18 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: 47,991 shares; 2024Q4: 36,223 shares; 2025Q1: 37,987 shares; 2025Q2: 26,516 shares; 2025Q3: 9,851 shares; 2025Q4: 9,851 shares; 2026Q1: 8,257 shares; 2026Q2: 7,831 shares 7,831 $396K 0.13% -426 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587 shares; 2025Q4: not reported; 2026Q1: 2,502 shares; 2026Q2: 2,502 shares 2,502 $396K 0.13% 0 Timeline EXC EXELON CORP More: the full row for EXELON 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: 8,097 shares; 2025Q4: not reported; 2026Q1: 8,480 shares; 2026Q2: 8,464 shares 8,464 $395K 0.13% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,868 shares; 2026Q2: 1,798 shares 1,798 $389K 0.12% -70 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 8,347 shares; 2025Q3: 9,181 shares; 2025Q4: 9,467 shares; 2026Q1: 9,211 shares; 2026Q2: 11,215 shares 11,215 $387K 0.12% +2,004 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 8,357 shares; 2025Q4: 8,357 shares; 2026Q1: 9,050 shares; 2026Q2: 10,730 shares 10,730 $379K 0.12% +1,680 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: 2,354 shares; 2026Q1: 2,140 shares; 2026Q2: 2,168 shares 2,168 $378K 0.12% +28 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: 32,123 shares; 2024Q4: 21,013 shares; 2025Q1: 21,013 shares; 2025Q2: 26,757 shares; 2025Q3: 14,201 shares; 2025Q4: 14,525 shares; 2026Q1: 14,792 shares; 2026Q2: 15,667 shares 15,667 $377K 0.12% +875 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: 1,263 shares; 2025Q4: 1,256 shares; 2026Q1: 1,284 shares; 2026Q2: 1,283 shares 1,283 $373K 0.12% -1 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,214 shares; 2025Q2: 5,106 shares; 2025Q3: 11,162 shares; 2025Q4: 5,987 shares; 2026Q1: 7,483 shares; 2026Q2: 7,306 shares 7,306 $368K 0.12% -177 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,772 shares; 2025Q1: 7,772 shares; 2025Q2: 8,253 shares; 2025Q3: 8,772 shares; 2025Q4: 8,772 shares; 2026Q1: 8,583 shares; 2026Q2: 8,611 shares 8,611 $356K 0.11% +28 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: 13,604 shares; 2024Q4: 4,120 shares; 2025Q1: 4,540 shares; 2025Q2: 4,579 shares; 2025Q3: 4,331 shares; 2025Q4: 8,662 shares; 2026Q1: 8,479 shares; 2026Q2: 7,824 shares 7,824 $355K 0.11% -655 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 400 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 2,951 shares 2,951 $353K 0.11% +2,582 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039 shares; 2025Q3: 4,078 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares; 2026Q2: 1,928 shares 1,928 $349K 0.11% -111 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 reported; 2024Q4: 5,798 shares; 2025Q1: 5,734 shares; 2025Q2: 5,733 shares; 2025Q3: 11,474 shares; 2025Q4: 5,741 shares; 2026Q1: 5,754 shares; 2026Q2: 5,643 shares 5,643 $343K 0.11% -111 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,106 shares; 2025Q4: 3,240 shares; 2026Q1: 3,913 shares; 2026Q2: 4,213 shares 4,213 $335K 0.11% +300 Timeline NOCT 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: 5,293 shares; 2026Q1: 5,293 shares; 2026Q2: 5,293 shares 5,293 $331K 0.11% 0 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: 2,102 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,820 shares; 2026Q1: 1,958 shares; 2026Q2: 1,994 shares 1,994 $331K 0.11% +36 Timeline VONE 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: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $305K 0.1% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 8,078 shares; 2025Q4: 5,815 shares; 2026Q1: 5,791 shares; 2026Q2: 5,954 shares 5,954 $302K 0.1% +163 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,259 shares; 2024Q4: 1,638 shares; 2025Q1: not reported; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,634 shares; 2026Q1: 1,998 shares; 2026Q2: 1,998 shares 1,998 $295K 0.09% 0 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: 8,543 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,819 shares; 2025Q3: 3,819 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 3,858 shares 3,858 $290K 0.09% +14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,458 shares 5,458 $286K 0.09% new 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: not reported; 2024Q4: 13,364 shares; 2025Q1: 13,405 shares; 2025Q2: 12,271 shares; 2025Q3: 24,676 shares; 2025Q4: 12,407 shares; 2026Q1: 15,278 shares; 2026Q2: 15,445 shares 15,445 $285K 0.09% +167 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: 9,214 shares; 2024Q4: 3,795 shares; 2025Q1: 4,070 shares; 2025Q2: 14,424 shares; 2025Q3: 17,644 shares; 2025Q4: 16,844 shares; 2026Q1: 39,962 shares; 2026Q2: 1,391 shares 1,391 $275K 0.09% -38,571 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 1,057 shares; 2026Q1: 998 shares; 2026Q2: 969 shares 969 $273K 0.09% -29 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,920 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 1,700 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $264K 0.08% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,516 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares; 2026Q2: 3,148 shares 3,148 $254K 0.08% +115 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,006 shares; 2025Q4: 820 shares; 2026Q1: 777 shares; 2026Q2: 722 shares 722 $248K 0.08% -55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,261 shares; 2025Q4: 1,069 shares; 2026Q1: 986 shares; 2026Q2: 944 shares 944 $238K 0.08% -42 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $232K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 772 shares; 2025Q4: 735 shares; 2026Q1: 718 shares; 2026Q2: 645 shares 645 $227K 0.07% -73 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: 7,261 shares; 2024Q4: 2,423 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,351 shares; 2026Q1: 2,351 shares; 2026Q2: 2,351 shares 2,351 $227K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares; 2026Q2: 1,452 shares 1,452 $224K 0.07% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,492 shares; 2025Q4: 1,492 shares; 2026Q1: not reported; 2026Q2: 1,492 shares 1,492 $218K 0.07% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,566 shares; 2025Q4: 6,289 shares; 2026Q1: not reported; 2026Q2: 6,304 shares 6,304 $213K 0.07% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,260 shares; 2026Q2: 3,910 shares 3,910 $208K 0.07% -350 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $202K 0.06% new 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: 13,354 shares 13,354 $159K 0.05% new Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $141K 0.04% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 433 shares; 2025Q4: not reported; 2026Q1: 12,773 shares; 2026Q2: 12,987 shares 12,987 $134K 0.04% +214 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.65K <0.01% 0 Timeline