FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,604,649 shares; 2025Q4: 2,644,572 shares; 2026Q1: 2,908,890 shares; 2026Q2: 2,921,147 shares 2,921,147 $154M 21.95% +12,257 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: 499,639 shares; 2024Q4: 621,027 shares; 2025Q1: 728,692 shares; 2025Q2: 703,338 shares; 2025Q3: 658,072 shares; 2025Q4: 683,529 shares; 2026Q1: 623,769 shares; 2026Q2: 632,277 shares 632,277 $138M 19.62% +8,508 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: 271,348 shares; 2024Q4: 252,287 shares; 2025Q1: 264,502 shares; 2025Q2: 285,908 shares; 2025Q3: 242,420 shares; 2025Q4: 251,790 shares; 2026Q1: 1,569,113 shares; 2026Q2: 1,454,679 shares 1,454,679 $125M 17.84% -114,434 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762,515 shares; 2025Q4: 849,835 shares; 2026Q1: 1,431,314 shares; 2026Q2: 1,444,034 shares 1,444,034 $52.4M 7.46% +12,720 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,533 shares; 2024Q4: 999,143 shares; 2025Q1: 984,079 shares; 2025Q2: 1,103,642 shares; 2025Q3: 1,145,507 shares; 2025Q4: 1,199,065 shares; 2026Q1: 1,235,338 shares; 2026Q2: 1,322,766 shares 1,322,766 $44.6M 6.35% +87,428 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,264 shares; 2024Q4: 153,629 shares; 2025Q1: 168,402 shares; 2025Q2: 140,462 shares; 2025Q3: 131,207 shares; 2025Q4: 136,449 shares; 2026Q1: 143,693 shares; 2026Q2: 146,186 shares 146,186 $44.3M 6.31% +2,493 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER 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: 843,657 shares; 2025Q4: 1,058,318 shares; 2026Q1: 1,097,120 shares; 2026Q2: 1,050,207 shares 1,050,207 $43.5M 6.19% -46,913 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: 162,744 shares; 2024Q4: 197,288 shares; 2025Q1: 231,465 shares; 2025Q2: 233,308 shares; 2025Q3: 285,040 shares; 2025Q4: 300,208 shares; 2026Q1: 273,846 shares; 2026Q2: 275,402 shares 275,402 $15.6M 2.22% +1,556 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: 126,929 shares; 2024Q4: 146,527 shares; 2025Q1: 181,391 shares; 2025Q2: 177,397 shares; 2025Q3: 203,638 shares; 2025Q4: 211,822 shares; 2026Q1: 198,663 shares; 2026Q2: 187,021 shares 187,021 $11.5M 1.64% -11,642 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: 28,817 shares; 2024Q4: 34,783 shares; 2025Q1: 35,442 shares; 2025Q2: 33,302 shares; 2025Q3: 39,643 shares; 2025Q4: 39,426 shares; 2026Q1: 106,857 shares; 2026Q2: 104,627 shares 104,627 $10.3M 1.46% -2,230 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: 31,989 shares; 2024Q4: 31,932 shares; 2025Q1: 15,352 shares; 2025Q2: 14,484 shares; 2025Q3: 15,082 shares; 2025Q4: 14,308 shares; 2026Q1: 17,432 shares; 2026Q2: 17,130 shares 17,130 $7.2M 1.03% -302 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: 23,739 shares; 2024Q4: 23,958 shares; 2025Q1: 24,296 shares; 2025Q2: 24,288 shares; 2025Q3: 24,067 shares; 2025Q4: 23,733 shares; 2026Q1: 23,426 shares; 2026Q2: 22,730 shares 22,730 $6.58M 0.94% -696 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: 16,807 shares; 2024Q4: 75,129 shares; 2025Q1: 70,841 shares; 2025Q2: 80,521 shares; 2025Q3: 81,561 shares; 2025Q4: 88,934 shares; 2026Q1: 96,555 shares; 2026Q2: 114,051 shares 114,051 $5.77M 0.82% +17,496 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: 6,508 shares; 2024Q4: 6,973 shares; 2025Q1: 10,266 shares; 2025Q2: 10,636 shares; 2025Q3: 11,373 shares; 2025Q4: 10,809 shares; 2026Q1: 11,942 shares; 2026Q2: 12,825 shares 12,825 $2.57M 0.37% +883 Timeline CVLC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,289 shares 20,289 $1.92M 0.27% new Timeline CVIE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,323 shares 22,323 $1.9M 0.27% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,527 shares; 2025Q1: 2,864 shares; 2025Q2: 2,877 shares; 2025Q3: 3,241 shares; 2025Q4: 3,281 shares; 2026Q1: 3,234 shares; 2026Q2: 3,218 shares 3,218 $1.61M 0.23% -16 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: 3,550 shares; 2024Q4: 3,560 shares; 2025Q1: 3,766 shares; 2025Q2: 3,824 shares; 2025Q3: 3,948 shares; 2025Q4: 3,952 shares; 2026Q1: 3,995 shares; 2026Q2: 4,219 shares 4,219 $1.57M 0.22% +224 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: 6,774 shares; 2024Q4: 6,843 shares; 2025Q1: 6,812 shares; 2025Q2: 6,830 shares; 2025Q3: 6,884 shares; 2025Q4: 6,976 shares; 2026Q1: 6,898 shares; 2026Q2: 6,595 shares 6,595 $1.57M 0.22% -303 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: 4,850 shares; 2024Q4: 4,800 shares; 2025Q1: 4,839 shares; 2025Q2: 5,102 shares; 2025Q3: 4,975 shares; 2025Q4: 5,068 shares; 2026Q1: 4,611 shares; 2026Q2: 4,502 shares 4,502 $1.54M 0.22% -109 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,927 shares 42,927 $1.51M 0.21% new 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: 29,558 shares; 2024Q4: 95,499 shares; 2025Q1: 1,255 shares; 2025Q2: 1,106 shares; 2025Q3: 1,176 shares; 2025Q4: 1,088 shares; 2026Q1: 1,457 shares; 2026Q2: 1,533 shares 1,533 $1.05M 0.15% +76 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,997 shares; 2024Q4: 89,139 shares; 2025Q1: 62,958 shares; 2025Q2: 62,924 shares; 2025Q3: 63,392 shares; 2025Q4: 63,833 shares; 2026Q1: 64,653 shares; 2026Q2: 64,483 shares 64,483 $1.05M 0.15% -170 Timeline SLVP 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: 20,150 shares; 2026Q1: 32,758 shares; 2026Q2: 33,262 shares 33,262 $1.03M 0.15% +504 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 460 shares; 2025Q1: 520 shares; 2025Q2: 659 shares; 2025Q3: 1,068 shares; 2025Q4: 1,115 shares; 2026Q1: 1,327 shares; 2026Q2: 1,322 shares 1,322 $974K 0.14% -5 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,992 shares; 2024Q4: 162,192 shares; 2025Q1: 154,422 shares; 2025Q2: 154,854 shares; 2025Q3: 150,716 shares; 2025Q4: 120,677 shares; 2026Q1: 140,535 shares; 2026Q2: 109,529 shares 109,529 $866K 0.12% -31,006 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,537 shares; 2024Q4: 22,883 shares; 2025Q1: 22,585 shares; 2025Q2: 22,912 shares; 2025Q3: 24,615 shares; 2025Q4: 26,288 shares; 2026Q1: 23,016 shares; 2026Q2: 23,046 shares 23,046 $767K 0.11% +30 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 4,847 shares; 2025Q1: 6,984 shares; 2025Q2: 6,989 shares; 2025Q3: 10,758 shares; 2025Q4: 12,012 shares; 2026Q1: 11,190 shares; 2026Q2: 11,194 shares 11,194 $756K 0.11% +4 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,510 shares; 2024Q4: 7,274 shares; 2025Q1: 7,384 shares; 2025Q2: 7,613 shares; 2025Q3: 7,504 shares; 2025Q4: 7,422 shares; 2026Q1: 8,042 shares; 2026Q2: 7,693 shares 7,693 $751K 0.11% -349 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: 1,216 shares; 2024Q4: 1,226 shares; 2025Q1: 1,386 shares; 2025Q2: 1,399 shares; 2025Q3: 1,373 shares; 2025Q4: 1,435 shares; 2026Q1: 1,780 shares; 2026Q2: 1,943 shares 1,943 $719K 0.1% +163 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,971 shares 11,971 $655K 0.09% 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: 740 shares; 2024Q4: 910 shares; 2025Q1: 873 shares; 2025Q2: 734 shares; 2025Q3: 480 shares; 2025Q4: 594 shares; 2026Q1: 682 shares; 2026Q2: 836 shares 836 $626K 0.09% +154 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,106 shares; 2026Q2: 6,381 shares 6,381 $585K 0.08% +275 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,103 shares; 2025Q4: 1,053 shares; 2026Q1: 727 shares; 2026Q2: 774 shares 774 $578K 0.08% +47 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: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 1,374 shares; 2026Q2: 1,601 shares 1,601 $572K 0.08% +227 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: 1,808,204 shares; 2024Q4: 586,393 shares; 2025Q1: 728,594 shares; 2025Q2: 1,447,923 shares; 2025Q3: 22,991 shares; 2025Q4: 15,457 shares; 2026Q1: 7,213 shares; 2026Q2: 7,669 shares 7,669 $546K 0.08% +456 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,873 shares; 2024Q4: 9,437 shares; 2025Q1: 8,803 shares; 2025Q2: 8,900 shares; 2025Q3: 8,337 shares; 2025Q4: 7,818 shares; 2026Q1: 7,947 shares; 2026Q2: 7,842 shares 7,842 $545K 0.08% -105 Timeline JTEK 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: 3,877 shares; 2025Q4: 4,743 shares; 2026Q1: 4,965 shares; 2026Q2: 4,488 shares 4,488 $501K 0.07% -477 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,662 shares; 2026Q1: 6,616 shares; 2026Q2: 6,559 shares 6,559 $496K 0.07% -57 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,905 shares 8,905 $495K 0.07% new Timeline STIP 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: 4,373 shares; 2026Q2: 4,616 shares 4,616 $472K 0.07% +243 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: 2,947 shares; 2024Q4: 3,033 shares; 2025Q1: 3,130 shares; 2025Q2: 3,092 shares; 2025Q3: 3,263 shares; 2025Q4: 3,290 shares; 2026Q1: 3,360 shares; 2026Q2: 3,393 shares 3,393 $467K 0.07% +33 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: 891 shares; 2024Q4: 871 shares; 2025Q1: 1,114 shares; 2025Q2: 1,095 shares; 2025Q3: 1,085 shares; 2025Q4: 2,480 shares; 2026Q1: 2,666 shares; 2026Q2: 2,314 shares 2,314 $441K 0.06% -352 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 2,278 shares; 2025Q4: 737 shares; 2026Q1: 1,310 shares; 2026Q2: 1,196 shares 1,196 $441K 0.06% -114 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: 611 shares; 2024Q4: 573 shares; 2025Q1: 582 shares; 2025Q2: 558 shares; 2025Q3: 572 shares; 2025Q4: 591 shares; 2026Q1: 480 shares; 2026Q2: 458 shares 458 $429K 0.06% -22 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: 1,853 shares; 2024Q4: 1,776 shares; 2025Q1: 1,885 shares; 2025Q2: 1,801 shares; 2025Q3: 1,661 shares; 2025Q4: 1,648 shares; 2026Q1: 1,236 shares; 2026Q2: 1,180 shares 1,180 $417K 0.06% -56 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: 254 shares; 2024Q4: 371 shares; 2025Q1: 444 shares; 2025Q2: 531 shares; 2025Q3: 519 shares; 2025Q4: 512 shares; 2026Q1: 330 shares; 2026Q2: 345 shares 345 $414K 0.06% +15 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: 3,172 shares; 2025Q3: 3,205 shares; 2025Q4: 3,062 shares; 2026Q1: 3,175 shares; 2026Q2: 3,483 shares 3,483 $406K 0.06% +308 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,574 shares; 2024Q4: 16,574 shares; 2025Q1: 17,143 shares; 2025Q2: 17,630 shares; 2025Q3: 18,296 shares; 2025Q4: 18,918 shares; 2026Q1: 21,256 shares; 2026Q2: 21,504 shares 21,504 $406K 0.06% +248 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,457 shares; 2026Q2: 3,482 shares 3,482 $394K 0.06% +25 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: 1,436 shares; 2024Q4: 1,356 shares; 2025Q1: 1,573 shares; 2025Q2: 1,391 shares; 2025Q3: 2,323 shares; 2025Q4: 2,393 shares; 2026Q1: 2,384 shares; 2026Q2: 2,377 shares 2,377 $394K 0.06% -7 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: 2,853 shares; 2024Q4: 2,511 shares; 2025Q1: 2,720 shares; 2025Q2: 2,548 shares; 2025Q3: 2,503 shares; 2025Q4: 2,468 shares; 2026Q1: 2,639 shares; 2026Q2: 2,758 shares 2,758 $377K 0.05% +119 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: 3,900 shares; 2026Q2: 4,357 shares 4,357 $372K 0.05% +457 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: 1,893 shares; 2025Q2: 1,883 shares; 2025Q3: 1,914 shares; 2025Q4: 1,913 shares; 2026Q1: 1,739 shares; 2026Q2: 1,715 shares 1,715 $365K 0.05% -24 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,065 shares 6,065 $360K 0.05% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 670 shares; 2026Q1: 881 shares; 2026Q2: 748 shares 748 $357K 0.05% -133 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: not reported; 2026Q1: 502 shares; 2026Q2: 454 shares 454 $346K 0.05% -48 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $332K 0.05% new Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 6,564 shares; 2026Q1: 12,816 shares; 2026Q2: 14,066 shares 14,066 $329K 0.05% +1,250 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,318 shares; 2025Q2: 2,327 shares; 2025Q3: 2,808 shares; 2025Q4: 2,209 shares; 2026Q1: 2,221 shares; 2026Q2: 2,235 shares 2,235 $328K 0.05% +14 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: 5,536 shares; 2024Q4: 5,522 shares; 2025Q1: 5,940 shares; 2025Q2: 5,947 shares; 2025Q3: 6,042 shares; 2025Q4: 6,098 shares; 2026Q1: 6,106 shares; 2026Q2: 5,620 shares 5,620 $320K 0.05% -486 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,395 shares; 2026Q2: 1,298 shares 1,298 $315K 0.04% -97 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: 586 shares; 2024Q4: 577 shares; 2025Q1: 542 shares; 2025Q2: 496 shares; 2025Q3: 563 shares; 2025Q4: 701 shares; 2026Q1: 635 shares; 2026Q2: 556 shares 556 $313K 0.04% -79 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: 1,028 shares; 2024Q4: 1,059 shares; 2025Q1: 1,155 shares; 2025Q2: 1,223 shares; 2025Q3: 1,314 shares; 2025Q4: 1,487 shares; 2026Q1: 1,453 shares; 2026Q2: 1,371 shares 1,371 $311K 0.04% -82 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: 1,895 shares; 2025Q4: 1,117 shares; 2026Q1: 1,282 shares; 2026Q2: 1,214 shares 1,214 $306K 0.04% -68 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: not reported; 2025Q1: not reported; 2025Q2: 4,069 shares; 2025Q3: 3,853 shares; 2025Q4: 4,514 shares; 2026Q1: 4,499 shares; 2026Q2: 4,837 shares 4,837 $294K 0.04% +338 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: not reported; 2025Q3: 269 shares; 2025Q4: 291 shares; 2026Q1: 2,329 shares; 2026Q2: 2,440 shares 2,440 $292K 0.04% +111 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,762 shares 1,762 $278K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares 254 $270K 0.04% new Timeline JMST 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: 3,989 shares; 2026Q2: 5,284 shares 5,284 $269K 0.04% +1,295 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,676 shares; 2025Q1: 6,915 shares; 2025Q2: 6,815 shares; 2025Q3: 6,889 shares; 2025Q4: 6,964 shares; 2026Q1: 7,034 shares; 2026Q2: 7,182 shares 7,182 $264K 0.04% +148 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $246K 0.04% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 947 shares; 2025Q1: 1,042 shares; 2025Q2: 1,242 shares; 2025Q3: 1,785 shares; 2025Q4: 1,806 shares; 2026Q1: 2,269 shares; 2026Q2: 2,759 shares 2,759 $240K 0.03% +490 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207 shares 207 $239K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 179 shares; 2026Q2: 200 shares 200 $235K 0.03% +21 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,317 shares; 2026Q2: 7,317 shares 7,317 $235K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares 117 $232K 0.03% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,880 shares; 2024Q4: 17,880 shares; 2025Q1: 17,961 shares; 2025Q2: 17,961 shares; 2025Q3: 17,958 shares; 2025Q4: 17,958 shares; 2026Q1: 17,958 shares; 2026Q2: 17,958 shares 17,958 $229K 0.03% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,912 shares 6,912 $229K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 459 shares; 2026Q2: 1,836 shares 1,836 $228K 0.03% +1,377 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,644 shares 1,644 $224K 0.03% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 791 shares; 2026Q2: 762 shares 762 $218K 0.03% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,829 shares 1,829 $215K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,110 shares; 2025Q1: 2,263 shares; 2025Q2: 2,533 shares; 2025Q3: 2,651 shares; 2025Q4: 2,623 shares; 2026Q1: 2,129 shares; 2026Q2: 1,873 shares 1,873 $214K 0.03% -256 Timeline IFRA 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: 3,306 shares; 2026Q2: 3,336 shares 3,336 $210K 0.03% +30 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares; 2026Q1: 4,813 shares; 2026Q2: 3,916 shares 3,916 $209K 0.03% -897 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: not reported; 2025Q4: 1,772 shares; 2026Q1: 1,755 shares; 2026Q2: 1,433 shares 1,433 $201K 0.03% -322 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,612 shares; 2025Q3: not reported; 2025Q4: 9,322 shares; 2026Q1: 12,081 shares; 2026Q2: 12,124 shares 12,124 $198K 0.03% +43 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,892 shares; 2025Q3: 12,653 shares; 2025Q4: 8,914 shares; 2026Q1: 11,840 shares; 2026Q2: 12,430 shares 12,430 $192K 0.03% +590 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,216 shares; 2024Q4: 18,447 shares; 2025Q1: 18,665 shares; 2025Q2: 18,665 shares; 2025Q3: 18,891 shares; 2025Q4: 12,211 shares; 2026Q1: 12,576 shares; 2026Q2: 12,576 shares 12,576 $132K 0.02% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,158 shares; 2025Q3: 15,772 shares; 2025Q4: 13,462 shares; 2026Q1: 13,462 shares; 2026Q2: 13,462 shares 13,462 $111K 0.02% 0 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,900 shares; 2025Q4: 17,467 shares; 2026Q1: 16,467 shares; 2026Q2: 16,467 shares 16,467 $77.7K 0.01% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT 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: 14,906 shares; 2025Q4: 11,308 shares; 2026Q1: 11,308 shares; 2026Q2: 11,308 shares 11,308 $71.7K 0.01% 0 Timeline HSLV HIGHLANDER SILVER CORP More: the full row for HIGHLANDER SILVER 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: 13,015 shares; 2026Q2: 13,015 shares 13,015 $60.6K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,087 shares; 2024Q4: 11,087 shares; 2025Q1: 11,087 shares; 2025Q2: 11,087 shares; 2025Q3: 11,087 shares; 2025Q4: 11,087 shares; 2026Q1: 11,087 shares; 2026Q2: 11,087 shares 11,087 $34.8K <0.01% 0 Timeline