MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,742 shares; 2024Q4: 255,292 shares; 2025Q1: 249,435 shares; 2025Q2: 246,882 shares; 2025Q3: 245,938 shares; 2025Q4: 242,776 shares; 2026Q1: 229,556 shares; 2026Q2: 236,996 shares 236,996 $88.4M 4.42% +7,440 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: 306,430 shares; 2024Q4: 277,740 shares; 2025Q1: 273,603 shares; 2025Q2: 271,172 shares; 2025Q3: 268,196 shares; 2025Q4: 252,603 shares; 2026Q1: 255,759 shares; 2026Q2: 274,282 shares 274,282 $79.4M 3.97% +18,523 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: 253,431 shares; 2024Q4: 254,207 shares; 2025Q1: 257,191 shares; 2025Q2: 249,939 shares; 2025Q3: 243,317 shares; 2025Q4: 228,896 shares; 2026Q1: 239,948 shares; 2026Q2: 240,813 shares 240,813 $48.2M 2.41% +865 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: 76,983 shares; 2024Q4: 67,962 shares; 2025Q1: 40,557 shares; 2025Q2: 65,488 shares; 2025Q3: 65,114 shares; 2025Q4: 65,200 shares; 2026Q1: 59,489 shares; 2026Q2: 62,615 shares 62,615 $46.1M 2.3% +3,126 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: 94,708 shares; 2024Q4: 93,057 shares; 2025Q1: 93,186 shares; 2025Q2: 90,524 shares; 2025Q3: 88,115 shares; 2025Q4: 85,751 shares; 2026Q1: 87,022 shares; 2026Q2: 515,743 shares 515,743 $44.4M 2.22% +428,721 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: 179,643 shares; 2024Q4: 176,331 shares; 2025Q1: 181,064 shares; 2025Q2: 183,165 shares; 2025Q3: 181,872 shares; 2025Q4: 178,489 shares; 2026Q1: 177,146 shares; 2026Q2: 180,719 shares 180,719 $39.4M 1.97% +3,573 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: 91,326 shares; 2024Q4: 94,570 shares; 2025Q1: 94,969 shares; 2025Q2: 95,368 shares; 2025Q3: 91,843 shares; 2025Q4: 88,568 shares; 2026Q1: 98,045 shares; 2026Q2: 100,961 shares 100,961 $38.1M 1.91% +2,916 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: 161,646 shares; 2024Q4: 168,004 shares; 2025Q1: 167,443 shares; 2025Q2: 169,459 shares; 2025Q3: 162,357 shares; 2025Q4: 162,664 shares; 2026Q1: 142,352 shares; 2026Q2: 134,748 shares 134,748 $32.1M 1.61% -7,604 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,072 shares; 2024Q4: 149,024 shares; 2025Q1: 157,009 shares; 2025Q2: 153,452 shares; 2025Q3: 156,075 shares; 2025Q4: 156,046 shares; 2026Q1: 187,350 shares; 2026Q2: 189,972 shares 189,972 $31.2M 1.56% +2,622 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: 68,197 shares; 2024Q4: 68,276 shares; 2025Q1: 62,288 shares; 2025Q2: 63,552 shares; 2025Q3: 62,414 shares; 2025Q4: 60,937 shares; 2026Q1: 59,989 shares; 2026Q2: 246,730 shares 246,730 $30.6M 1.53% +186,741 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: 73,115 shares; 2024Q4: 70,437 shares; 2025Q1: 9,888 shares; 2025Q2: 47,588 shares; 2025Q3: 42,961 shares; 2025Q4: 41,724 shares; 2026Q1: 60,523 shares; 2026Q2: 71,023 shares 71,023 $25.1M 1.25% +10,500 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: 78,836 shares; 2024Q4: 52,315 shares; 2025Q1: 28,670 shares; 2025Q2: 47,248 shares; 2025Q3: 47,475 shares; 2025Q4: 41,642 shares; 2026Q1: 31,777 shares; 2026Q2: 30,634 shares 30,634 $22.9M 1.15% -1,143 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: 66,717 shares; 2024Q4: 62,474 shares; 2025Q1: 18,171 shares; 2025Q2: 48,735 shares; 2025Q3: 49,661 shares; 2025Q4: 49,036 shares; 2026Q1: 51,132 shares; 2026Q2: 49,512 shares 49,512 $20.8M 1.04% -1,620 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: 63,332 shares; 2024Q4: 55,525 shares; 2025Q1: 55,272 shares; 2025Q2: 52,603 shares; 2025Q3: 45,977 shares; 2025Q4: 42,338 shares; 2026Q1: 42,437 shares; 2026Q2: 41,609 shares 41,609 $20.8M 1.04% -828 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: 22,624 shares; 2024Q4: 22,330 shares; 2025Q1: 21,746 shares; 2025Q2: 22,231 shares; 2025Q3: 21,873 shares; 2025Q4: 21,044 shares; 2026Q1: 20,897 shares; 2026Q2: 21,151 shares 21,151 $19.8M 0.99% +254 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: 60,187 shares; 2024Q4: 63,204 shares; 2025Q1: 7,461 shares; 2025Q2: 49,954 shares; 2025Q3: 46,577 shares; 2025Q4: 41,073 shares; 2026Q1: 49,128 shares; 2026Q2: 52,954 shares 52,954 $18.9M 0.95% +3,826 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: 13,194 shares; 2024Q4: 13,704 shares; 2025Q1: 1,707 shares; 2025Q2: 14,085 shares; 2025Q3: 15,293 shares; 2025Q4: 14,675 shares; 2026Q1: 14,539 shares; 2026Q2: 15,632 shares 15,632 $18.7M 0.94% +1,093 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: 196,496 shares; 2024Q4: 199,148 shares; 2025Q1: 157,161 shares; 2025Q2: 205,083 shares; 2025Q3: 210,601 shares; 2025Q4: 231,011 shares; 2026Q1: 239,528 shares; 2026Q2: 223,731 shares 223,731 $17.4M 0.87% -15,797 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,952 shares; 2024Q4: 119,700 shares; 2025Q1: 109,271 shares; 2025Q2: 113,993 shares; 2025Q3: 123,004 shares; 2025Q4: 113,569 shares; 2026Q1: 133,933 shares; 2026Q2: 137,469 shares 137,469 $17.2M 0.86% +3,536 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,297 shares; 2024Q4: 289,422 shares; 2025Q1: 228,040 shares; 2025Q2: 340,441 shares; 2025Q3: 353,624 shares; 2025Q4: 352,616 shares; 2026Q1: 353,526 shares; 2026Q2: 367,649 shares 367,649 $16.3M 0.82% +14,123 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: 272,428 shares; 2024Q4: 278,071 shares; 2025Q1: 80,264 shares; 2025Q2: 243,496 shares; 2025Q3: 245,409 shares; 2025Q4: 240,674 shares; 2026Q1: 237,633 shares; 2026Q2: 228,862 shares 228,862 $16.3M 0.82% -8,771 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: 23,138 shares; 2024Q4: 18,611 shares; 2025Q1: 6,004 shares; 2025Q2: 16,832 shares; 2025Q3: 16,821 shares; 2025Q4: 17,311 shares; 2026Q1: 18,971 shares; 2026Q2: 21,281 shares 21,281 $15.9M 0.79% +2,310 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: 191,395 shares; 2024Q4: 195,634 shares; 2025Q1: 95,941 shares; 2025Q2: 208,343 shares; 2025Q3: 216,823 shares; 2025Q4: 218,880 shares; 2026Q1: 206,704 shares; 2026Q2: 212,984 shares 212,984 $15.6M 0.78% +6,280 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: 106,900 shares; 2024Q4: 111,282 shares; 2025Q1: 113,893 shares; 2025Q2: 119,284 shares; 2025Q3: 130,310 shares; 2025Q4: 133,081 shares; 2026Q1: 124,275 shares; 2026Q2: 155,802 shares 155,802 $15.4M 0.77% +31,527 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,541 shares; 2024Q4: 105,272 shares; 2025Q1: 95,193 shares; 2025Q2: 126,027 shares; 2025Q3: 132,605 shares; 2025Q4: 145,922 shares; 2026Q1: 155,792 shares; 2026Q2: 190,646 shares 190,646 $14.6M 0.73% +34,854 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: 21,513 shares; 2024Q4: 25,688 shares; 2025Q1: 11,441 shares; 2025Q2: 27,491 shares; 2025Q3: 25,834 shares; 2025Q4: 25,713 shares; 2026Q1: 25,084 shares; 2026Q2: 21,500 shares 21,500 $14.1M 0.7% -3,584 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: 96,932 shares; 2024Q4: 97,581 shares; 2025Q1: 3,476 shares; 2025Q2: 95,630 shares; 2025Q3: 90,503 shares; 2025Q4: 88,252 shares; 2026Q1: 87,793 shares; 2026Q2: 85,738 shares 85,738 $13.5M 0.68% -2,055 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: 37,172 shares; 2024Q4: 37,075 shares; 2025Q1: 23,819 shares; 2025Q2: 31,988 shares; 2025Q3: 31,046 shares; 2025Q4: 31,092 shares; 2026Q1: 31,665 shares; 2026Q2: 35,025 shares 35,025 $13M 0.65% +3,360 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: 42,751 shares; 2024Q4: 41,969 shares; 2025Q1: 41,159 shares; 2025Q2: 40,279 shares; 2025Q3: 43,129 shares; 2025Q4: 34,384 shares; 2026Q1: 35,316 shares; 2026Q2: 34,546 shares 34,546 $12.7M 0.64% -770 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: 28,084 shares; 2024Q4: 29,722 shares; 2025Q1: not reported; 2025Q2: 28,115 shares; 2025Q3: 27,187 shares; 2025Q4: 26,543 shares; 2026Q1: 26,312 shares; 2026Q2: 26,622 shares 26,622 $12.7M 0.64% +310 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: 47,572 shares; 2024Q4: 49,002 shares; 2025Q1: 44,911 shares; 2025Q2: 45,530 shares; 2025Q3: 47,292 shares; 2025Q4: 48,117 shares; 2026Q1: 48,038 shares; 2026Q2: 51,908 shares 51,908 $12.6M 0.63% +3,870 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: 11,134 shares; 2024Q4: 8,091 shares; 2025Q1: 6,737 shares; 2025Q2: 11,202 shares; 2025Q3: 10,757 shares; 2025Q4: 11,724 shares; 2026Q1: 11,359 shares; 2026Q2: 10,283 shares 10,283 $12.1M 0.6% -1,076 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: 220,539 shares; 2024Q4: 238,476 shares; 2025Q1: 124,232 shares; 2025Q2: 221,153 shares; 2025Q3: 227,177 shares; 2025Q4: 250,578 shares; 2026Q1: 259,954 shares; 2026Q2: 247,762 shares 247,762 $12M 0.6% -12,192 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,752 shares; 2024Q4: 151,369 shares; 2025Q1: 29,058 shares; 2025Q2: 125,111 shares; 2025Q3: 127,613 shares; 2025Q4: 126,096 shares; 2026Q1: 128,627 shares; 2026Q2: 123,491 shares 123,491 $11.9M 0.6% -5,136 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: 29,581 shares; 2024Q4: 29,775 shares; 2025Q1: 29,782 shares; 2025Q2: 31,211 shares; 2025Q3: 30,822 shares; 2025Q4: 30,030 shares; 2026Q1: 70,477 shares; 2026Q2: 77,827 shares 77,827 $11.4M 0.57% +7,350 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: 42,346 shares; 2024Q4: 50,165 shares; 2025Q1: not reported; 2025Q2: 49,043 shares; 2025Q3: 51,630 shares; 2025Q4: 57,847 shares; 2026Q1: 55,394 shares; 2026Q2: 57,859 shares 57,859 $11M 0.55% +2,465 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: 119,827 shares; 2024Q4: 132,015 shares; 2025Q1: 124,702 shares; 2025Q2: 119,305 shares; 2025Q3: 116,330 shares; 2025Q4: 117,046 shares; 2026Q1: 120,358 shares; 2026Q2: 138,603 shares 138,603 $10.7M 0.53% +18,245 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: 11,347 shares; 2024Q4: 11,532 shares; 2025Q1: 9,623 shares; 2025Q2: 15,290 shares; 2025Q3: 14,217 shares; 2025Q4: 14,883 shares; 2026Q1: 15,443 shares; 2026Q2: 15,471 shares 15,471 $10.6M 0.53% +28 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,706 shares; 2024Q4: 35,359 shares; 2025Q1: 28,464 shares; 2025Q2: 33,230 shares; 2025Q3: 30,093 shares; 2025Q4: 29,598 shares; 2026Q1: 29,007 shares; 2026Q2: 29,272 shares 29,272 $10.1M 0.5% +265 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,040 shares; 2024Q4: 210,081 shares; 2025Q1: 212,693 shares; 2025Q2: 203,827 shares; 2025Q3: 214,971 shares; 2025Q4: 206,235 shares; 2026Q1: 209,350 shares; 2026Q2: 210,940 shares 210,940 $9.84M 0.49% +1,590 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,877 shares; 2024Q4: 94,263 shares; 2025Q1: 99,371 shares; 2025Q2: 99,775 shares; 2025Q3: 97,426 shares; 2025Q4: 97,487 shares; 2026Q1: 123,633 shares; 2026Q2: 125,722 shares 125,722 $9.73M 0.49% +2,089 Timeline GDX 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: 151,159 shares; 2024Q4: 143,970 shares; 2025Q1: 177,824 shares; 2025Q2: 169,684 shares; 2025Q3: 167,569 shares; 2025Q4: 142,183 shares; 2026Q1: 140,446 shares; 2026Q2: 127,229 shares 127,229 $9.6M 0.48% -13,217 Timeline BOXX 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: 25,663 shares; 2024Q4: 33,343 shares; 2025Q1: 51,245 shares; 2025Q2: 70,734 shares; 2025Q3: 72,242 shares; 2025Q4: 71,984 shares; 2026Q1: 71,745 shares; 2026Q2: 79,155 shares 79,155 $9.27M 0.46% +7,410 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: 19,065 shares; 2024Q4: 20,705 shares; 2025Q1: 48,303 shares; 2025Q2: 52,582 shares; 2025Q3: 48,383 shares; 2025Q4: 49,768 shares; 2026Q1: 53,006 shares; 2026Q2: 42,564 shares 42,564 $9.21M 0.46% -10,442 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: 24,157 shares; 2024Q4: 24,468 shares; 2025Q1: 20,070 shares; 2025Q2: 24,767 shares; 2025Q3: 24,672 shares; 2025Q4: 21,857 shares; 2026Q1: 21,223 shares; 2026Q2: 27,880 shares 27,880 $9.13M 0.46% +6,657 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: 108,136 shares; 2024Q4: 92,676 shares; 2025Q1: 7,255 shares; 2025Q2: 101,730 shares; 2025Q3: 97,553 shares; 2025Q4: 106,530 shares; 2026Q1: 101,750 shares; 2026Q2: 105,782 shares 105,782 $9.04M 0.45% +4,032 Timeline GDXJ 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: 114,450 shares; 2024Q4: 109,936 shares; 2025Q1: 118,661 shares; 2025Q2: 124,928 shares; 2025Q3: 118,437 shares; 2025Q4: 98,120 shares; 2026Q1: 97,525 shares; 2026Q2: 91,586 shares 91,586 $9M 0.45% -5,939 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,607 shares; 2024Q4: 26,299 shares; 2025Q1: 22,051 shares; 2025Q2: 26,895 shares; 2025Q3: 25,656 shares; 2025Q4: 25,558 shares; 2026Q1: 25,289 shares; 2026Q2: 109,166 shares 109,166 $8.8M 0.44% +83,877 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: 35,434 shares; 2024Q4: 35,219 shares; 2025Q1: 16,797 shares; 2025Q2: 34,625 shares; 2025Q3: 33,843 shares; 2025Q4: 32,523 shares; 2026Q1: 26,212 shares; 2026Q2: 28,847 shares 28,847 $8.74M 0.44% +2,635 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 3,017 shares; 2025Q1: 1,021 shares; 2025Q2: 1,384 shares; 2025Q3: 994 shares; 2025Q4: 823 shares; 2026Q1: 6,154 shares; 2026Q2: 17,510 shares 17,510 $8.67M 0.43% +11,356 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,316 shares; 2024Q4: 43,060 shares; 2025Q1: 33,211 shares; 2025Q2: 40,139 shares; 2025Q3: 38,893 shares; 2025Q4: 37,714 shares; 2026Q1: 29,621 shares; 2026Q2: 25,241 shares 25,241 $8.45M 0.42% -4,380 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: 71,067 shares; 2024Q4: 77,397 shares; 2025Q1: 80,462 shares; 2025Q2: 83,753 shares; 2025Q3: 81,450 shares; 2025Q4: 79,462 shares; 2026Q1: 81,145 shares; 2026Q2: 85,974 shares 85,974 $8.3M 0.42% +4,829 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,098 shares; 2024Q4: 223,971 shares; 2025Q1: 181,462 shares; 2025Q2: 227,616 shares; 2025Q3: 230,831 shares; 2025Q4: 236,665 shares; 2026Q1: 251,717 shares; 2026Q2: 261,366 shares 261,366 $8.29M 0.41% +9,649 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,986 shares; 2024Q4: 164,665 shares; 2025Q1: 25,717 shares; 2025Q2: 168,151 shares; 2025Q3: 159,546 shares; 2025Q4: 156,083 shares; 2026Q1: 157,549 shares; 2026Q2: 157,897 shares 157,897 $8.19M 0.41% +348 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,474 shares; 2024Q4: 149,299 shares; 2025Q1: 69,767 shares; 2025Q2: 91,316 shares; 2025Q3: 91,598 shares; 2025Q4: 90,799 shares; 2026Q1: 89,267 shares; 2026Q2: 74,379 shares 74,379 $8.12M 0.41% -14,888 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72,654 shares; 2025Q2: 73,351 shares; 2025Q3: 72,254 shares; 2025Q4: 43,743 shares; 2026Q1: 41,480 shares; 2026Q2: 31,715 shares 31,715 $8.1M 0.4% -9,765 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,423 shares; 2024Q4: 36,793 shares; 2025Q1: 10,620 shares; 2025Q2: 37,981 shares; 2025Q3: 36,346 shares; 2025Q4: 35,268 shares; 2026Q1: 34,472 shares; 2026Q2: 33,929 shares 33,929 $8.03M 0.4% -543 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,626 shares; 2024Q4: 89,787 shares; 2025Q1: 73,233 shares; 2025Q2: 59,989 shares; 2025Q3: 41,199 shares; 2025Q4: 47,114 shares; 2026Q1: 47,135 shares; 2026Q2: 60,032 shares 60,032 $8M 0.4% +12,897 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: 104,598 shares; 2024Q4: 167,653 shares; 2025Q1: 35,614 shares; 2025Q2: 170,266 shares; 2025Q3: 163,271 shares; 2025Q4: 74,420 shares; 2026Q1: 80,733 shares; 2026Q2: 89,885 shares 89,885 $7.9M 0.39% +9,152 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,690 shares; 2024Q4: 104,442 shares; 2025Q1: 34,429 shares; 2025Q2: 97,087 shares; 2025Q3: 92,139 shares; 2025Q4: 90,451 shares; 2026Q1: 90,260 shares; 2026Q2: 94,009 shares 94,009 $7.87M 0.39% +3,749 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: 85,509 shares; 2024Q4: 66,131 shares; 2025Q1: 56,886 shares; 2025Q2: 51,439 shares; 2025Q3: 50,315 shares; 2025Q4: 50,719 shares; 2026Q1: 49,937 shares; 2026Q2: 52,336 shares 52,336 $7.76M 0.39% +2,399 Timeline XMMO 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: 26,663 shares; 2024Q4: 28,592 shares; 2025Q1: 29,806 shares; 2025Q2: 36,857 shares; 2025Q3: 37,233 shares; 2025Q4: 40,159 shares; 2026Q1: 43,626 shares; 2026Q2: 44,308 shares 44,308 $7.54M 0.38% +682 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,342 shares; 2024Q4: 60,416 shares; 2025Q1: 63,727 shares; 2025Q2: 72,294 shares; 2025Q3: 73,534 shares; 2025Q4: 76,847 shares; 2026Q1: 78,454 shares; 2026Q2: 78,162 shares 78,162 $7.46M 0.37% -292 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: 119,648 shares; 2024Q4: 119,010 shares; 2025Q1: 120,299 shares; 2025Q2: 120,951 shares; 2025Q3: 120,869 shares; 2025Q4: 121,489 shares; 2026Q1: 120,202 shares; 2026Q2: 121,100 shares 121,100 $7.31M 0.37% +898 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558,925 shares 558,925 $7.07M 0.35% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,130 shares; 2024Q4: 70,632 shares; 2025Q1: 72,610 shares; 2025Q2: 81,129 shares; 2025Q3: 82,196 shares; 2025Q4: 79,018 shares; 2026Q1: 78,590 shares; 2026Q2: 69,113 shares 69,113 $7.04M 0.35% -9,477 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: 26,497 shares; 2024Q4: 26,529 shares; 2025Q1: 494 shares; 2025Q2: 27,128 shares; 2025Q3: 26,022 shares; 2025Q4: 24,481 shares; 2026Q1: 24,156 shares; 2026Q2: 12,235 shares 12,235 $6.89M 0.34% -11,921 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: 20,280 shares; 2024Q4: 20,746 shares; 2025Q1: 20,378 shares; 2025Q2: 21,500 shares; 2025Q3: 20,859 shares; 2025Q4: 20,779 shares; 2026Q1: 20,962 shares; 2026Q2: 27,356 shares 27,356 $6.88M 0.34% +6,394 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,133 shares; 2024Q4: 24,450 shares; 2025Q1: 25,241 shares; 2025Q2: 27,635 shares; 2025Q3: 28,664 shares; 2025Q4: 27,979 shares; 2026Q1: 28,218 shares; 2026Q2: 28,057 shares 28,057 $6.82M 0.34% -161 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,806 shares; 2024Q4: 36,159 shares; 2025Q1: 14,266 shares; 2025Q2: 16,362 shares; 2025Q3: 16,407 shares; 2025Q4: 13,501 shares; 2026Q1: 13,115 shares; 2026Q2: 11,447 shares 11,447 $6.65M 0.33% -1,668 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,592 shares; 2024Q4: 44,402 shares; 2025Q1: 46,739 shares; 2025Q2: 47,688 shares; 2025Q3: 48,564 shares; 2025Q4: 51,759 shares; 2026Q1: 51,825 shares; 2026Q2: 51,874 shares 51,874 $6.63M 0.33% +49 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,260 shares; 2024Q4: 11,426 shares; 2025Q1: 9,538 shares; 2025Q2: 11,143 shares; 2025Q3: 11,269 shares; 2025Q4: 11,292 shares; 2026Q1: 11,185 shares; 2026Q2: 12,686 shares 12,686 $6.63M 0.33% +1,501 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,071 shares; 2024Q4: 77,543 shares; 2025Q1: not reported; 2025Q2: 66,137 shares; 2025Q3: 59,560 shares; 2025Q4: 111,122 shares; 2026Q1: 107,544 shares; 2026Q2: 60,679 shares 60,679 $6.52M 0.33% -46,865 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: 57,242 shares; 2024Q4: 60,769 shares; 2025Q1: not reported; 2025Q2: 60,519 shares; 2025Q3: 55,883 shares; 2025Q4: 40,511 shares; 2026Q1: 38,500 shares; 2026Q2: 47,402 shares 47,402 $6.52M 0.33% +8,902 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,400 shares; 2024Q4: 101,975 shares; 2025Q1: not reported; 2025Q2: 102,504 shares; 2025Q3: 41,408 shares; 2025Q4: 74,837 shares; 2026Q1: 80,621 shares; 2026Q2: 103,423 shares 103,423 $6.5M 0.33% +22,802 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: 4,802 shares; 2024Q4: 4,804 shares; 2025Q1: 4,792 shares; 2025Q2: 4,656 shares; 2025Q3: 4,909 shares; 2025Q4: 4,952 shares; 2026Q1: 5,493 shares; 2026Q2: 5,995 shares 5,995 $6.38M 0.32% +502 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: 33,196 shares; 2024Q4: 24,338 shares; 2025Q1: 23,677 shares; 2025Q2: 23,702 shares; 2025Q3: 28,715 shares; 2025Q4: 23,388 shares; 2026Q1: 24,809 shares; 2026Q2: 25,030 shares 25,030 $6.36M 0.32% +221 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: 52,986 shares; 2024Q4: 84,595 shares; 2025Q1: 29,952 shares; 2025Q2: 61,697 shares; 2025Q3: 63,016 shares; 2025Q4: 69,054 shares; 2026Q1: 104,639 shares; 2026Q2: 101,524 shares 101,524 $6.31M 0.32% -3,115 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,227 shares; 2024Q4: 14,573 shares; 2025Q1: 14,427 shares; 2025Q2: 15,325 shares; 2025Q3: 15,820 shares; 2025Q4: 16,926 shares; 2026Q1: 16,900 shares; 2026Q2: 16,081 shares 16,081 $5.82M 0.29% -819 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: 205,023 shares; 2024Q4: 225,682 shares; 2025Q1: 51,421 shares; 2025Q2: 90,076 shares; 2025Q3: 91,811 shares; 2025Q4: 90,070 shares; 2026Q1: 95,891 shares; 2026Q2: 97,196 shares 97,196 $5.8M 0.29% +1,305 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: 19,620 shares; 2024Q4: 18,942 shares; 2025Q1: 15,340 shares; 2025Q2: 17,458 shares; 2025Q3: 17,584 shares; 2025Q4: 17,807 shares; 2026Q1: 18,604 shares; 2026Q2: 18,865 shares 18,865 $5.78M 0.29% +261 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: 5,311 shares; 2024Q4: 8,048 shares; 2025Q1: 7,638 shares; 2025Q2: 21,650 shares; 2025Q3: 21,572 shares; 2025Q4: 23,749 shares; 2026Q1: 30,175 shares; 2026Q2: 62,942 shares 62,942 $5.77M 0.29% +32,767 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,704 shares; 2024Q4: 19,232 shares; 2025Q1: 20,600 shares; 2025Q2: 38,949 shares; 2025Q3: 39,595 shares; 2025Q4: 41,409 shares; 2026Q1: 39,790 shares; 2026Q2: 39,343 shares 39,343 $5.75M 0.29% -447 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,031 shares; 2024Q4: 138,623 shares; 2025Q1: 173,162 shares; 2025Q2: 151,988 shares; 2025Q3: 142,732 shares; 2025Q4: 142,072 shares; 2026Q1: 135,658 shares; 2026Q2: 116,616 shares 116,616 $5.72M 0.29% -19,042 Timeline COMT 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: 165,472 shares; 2024Q4: 183,521 shares; 2025Q1: 158,429 shares; 2025Q2: 198,581 shares; 2025Q3: 198,865 shares; 2025Q4: 196,662 shares; 2026Q1: 200,180 shares; 2026Q2: 184,572 shares 184,572 $5.61M 0.28% -15,608 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: 16,055 shares; 2024Q4: 16,809 shares; 2025Q1: 16,172 shares; 2025Q2: 15,696 shares; 2025Q3: 14,527 shares; 2025Q4: 13,289 shares; 2026Q1: 11,591 shares; 2026Q2: 4,825 shares 4,825 $5.57M 0.28% -6,766 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,409 shares; 2025Q3: 5,654 shares; 2025Q4: 5,351 shares; 2026Q1: 4,670 shares; 2026Q2: 54,562 shares 54,562 $5.47M 0.27% +49,892 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: 24,588 shares; 2024Q4: 27,566 shares; 2025Q1: 9,127 shares; 2025Q2: 30,091 shares; 2025Q3: 31,248 shares; 2025Q4: 32,890 shares; 2026Q1: 33,207 shares; 2026Q2: 34,344 shares 34,344 $5.3M 0.26% +1,137 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,053 shares; 2024Q4: 105,408 shares; 2025Q1: 42,997 shares; 2025Q2: 106,532 shares; 2025Q3: 105,424 shares; 2025Q4: 109,308 shares; 2026Q1: 102,949 shares; 2026Q2: 104,526 shares 104,526 $5.27M 0.26% +1,577 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,868 shares; 2024Q4: 64,060 shares; 2025Q1: 63,808 shares; 2025Q2: 60,856 shares; 2025Q3: 60,234 shares; 2025Q4: 59,133 shares; 2026Q1: 57,044 shares; 2026Q2: 51,099 shares 51,099 $5.22M 0.26% -5,945 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: 2,116 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,791 shares 18,791 $5.19M 0.26% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,480 shares; 2024Q4: 13,098 shares; 2025Q1: 3,371 shares; 2025Q2: 13,212 shares; 2025Q3: 12,920 shares; 2025Q4: 12,842 shares; 2026Q1: 12,674 shares; 2026Q2: 27,340 shares 27,340 $5.19M 0.26% +14,666 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 6,178 shares; 2025Q1: 4,742 shares; 2025Q2: 5,087 shares; 2025Q3: 5,077 shares; 2025Q4: 5,038 shares; 2026Q1: 6,332 shares; 2026Q2: 10,129 shares 10,129 $5.03M 0.25% +3,797 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,359 shares; 2025Q1: 38,663 shares; 2025Q2: 32,313 shares; 2025Q3: 32,260 shares; 2025Q4: 31,513 shares; 2026Q1: 31,152 shares; 2026Q2: 32,282 shares 32,282 $5.01M 0.25% +1,130 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE 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: 46,925 shares; 2026Q1: 106,895 shares; 2026Q2: 98,553 shares 98,553 $4.99M 0.25% -8,342 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,306 shares; 2025Q1: 4,303 shares; 2025Q2: 4,317 shares; 2025Q3: 4,412 shares; 2025Q4: 4,494 shares; 2026Q1: 4,379 shares; 2026Q2: 5,167 shares 5,167 $4.99M 0.25% +788 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: 36,144 shares; 2024Q4: 32,241 shares; 2025Q1: 5,073 shares; 2025Q2: 25,145 shares; 2025Q3: 22,465 shares; 2025Q4: 20,029 shares; 2026Q1: 19,668 shares; 2026Q2: 23,017 shares 23,017 $4.9M 0.24% +3,349 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,749 shares; 2024Q4: 82,799 shares; 2025Q1: 83,128 shares; 2025Q2: 83,803 shares; 2025Q3: 80,880 shares; 2025Q4: 80,004 shares; 2026Q1: 78,599 shares; 2026Q2: 78,053 shares 78,053 $4.89M 0.24% -546 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,702 shares; 2024Q4: 51,944 shares; 2025Q1: 52,014 shares; 2025Q2: 51,918 shares; 2025Q3: 51,933 shares; 2025Q4: 51,942 shares; 2026Q1: 51,953 shares; 2026Q2: 49,612 shares 49,612 $4.88M 0.24% -2,341 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,132 shares; 2024Q4: 9,158 shares; 2025Q1: 9,945 shares; 2025Q2: 10,736 shares; 2025Q3: 6,859 shares; 2025Q4: 6,155 shares; 2026Q1: 5,743 shares; 2026Q2: 6,721 shares 6,721 $4.86M 0.24% +978 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,241 shares; 2024Q4: 8,839 shares; 2025Q1: not reported; 2025Q2: 13,336 shares; 2025Q3: 14,226 shares; 2025Q4: 16,227 shares; 2026Q1: 16,822 shares; 2026Q2: 16,681 shares 16,681 $4.85M 0.24% -141 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,442 shares; 2024Q4: 46,164 shares; 2025Q1: 45,227 shares; 2025Q2: 45,245 shares; 2025Q3: 45,227 shares; 2025Q4: 37,878 shares; 2026Q1: 40,359 shares; 2026Q2: 40,120 shares 40,120 $4.82M 0.24% -239 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: 2,149 shares; 2024Q4: 2,105 shares; 2025Q1: 2,098 shares; 2025Q2: 2,208 shares; 2025Q3: 2,413 shares; 2025Q4: 2,417 shares; 2026Q1: 2,442 shares; 2026Q2: 2,422 shares 2,422 $4.82M 0.24% -20 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: 117,064 shares; 2024Q4: 139,995 shares; 2025Q1: 104,449 shares; 2025Q2: 112,466 shares; 2025Q3: 114,553 shares; 2025Q4: 105,811 shares; 2026Q1: 104,851 shares; 2026Q2: 92,056 shares 92,056 $4.66M 0.23% -12,795 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: 52,918 shares; 2024Q4: 68,104 shares; 2025Q1: 74,513 shares; 2025Q2: 85,612 shares; 2025Q3: 87,630 shares; 2025Q4: 73,073 shares; 2026Q1: 53,629 shares; 2026Q2: 56,100 shares 56,100 $4.65M 0.23% +2,471 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 20,172 shares; 2026Q2: 44,844 shares 44,844 $4.55M 0.23% +24,672 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,187 shares; 2024Q4: 23,306 shares; 2025Q1: 1,570 shares; 2025Q2: 22,687 shares; 2025Q3: 22,152 shares; 2025Q4: 11,187 shares; 2026Q1: 11,144 shares; 2026Q2: 20,702 shares 20,702 $4.54M 0.23% +9,558 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,404 shares; 2025Q1: 1,407 shares; 2025Q2: 1,343 shares; 2025Q3: 1,312 shares; 2025Q4: 1,284 shares; 2026Q1: 8,976 shares; 2026Q2: 11,235 shares 11,235 $4.46M 0.22% +2,259 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: 30,955 shares; 2024Q4: 29,897 shares; 2025Q1: 29,427 shares; 2025Q2: 28,805 shares; 2025Q3: 33,170 shares; 2025Q4: 30,113 shares; 2026Q1: 31,219 shares; 2026Q2: 31,589 shares 31,589 $4.41M 0.22% +370 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,779 shares 19,779 $4.37M 0.22% new 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: 130,950 shares 130,950 $4.34M 0.22% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,509 shares; 2024Q4: 24,101 shares; 2025Q1: 3,635 shares; 2025Q2: 24,862 shares; 2025Q3: 23,402 shares; 2025Q4: 22,700 shares; 2026Q1: 22,523 shares; 2026Q2: 22,523 shares 22,523 $4.16M 0.21% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,699 shares; 2024Q4: 8,687 shares; 2025Q1: 8,657 shares; 2025Q2: 8,661 shares; 2025Q3: 8,636 shares; 2025Q4: 8,592 shares; 2026Q1: 10,065 shares; 2026Q2: 10,412 shares 10,412 $4.14M 0.21% +347 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,280 shares; 2024Q4: 5,314 shares; 2025Q1: 6,293 shares; 2025Q2: 15,007 shares; 2025Q3: 6,257 shares; 2025Q4: 6,558 shares; 2026Q1: 8,718 shares; 2026Q2: 9,663 shares 9,663 $4.12M 0.21% +945 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 8,769 shares; 2025Q1: 9,071 shares; 2025Q2: 9,588 shares; 2025Q3: 9,800 shares; 2025Q4: 9,938 shares; 2026Q1: 19,110 shares; 2026Q2: 40,200 shares 40,200 $4.05M 0.2% +21,090 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: 130,836 shares; 2024Q4: 129,291 shares; 2025Q1: not reported; 2025Q2: 137,626 shares; 2025Q3: 135,733 shares; 2025Q4: 98,097 shares; 2026Q1: 89,283 shares; 2026Q2: 74,884 shares 74,884 $4M 0.2% -14,399 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: 10,762 shares; 2024Q4: 11,178 shares; 2025Q1: 9,420 shares; 2025Q2: 10,293 shares; 2025Q3: 9,850 shares; 2025Q4: 9,106 shares; 2026Q1: 8,586 shares; 2026Q2: 11,631 shares 11,631 $3.99M 0.2% +3,045 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,761 shares; 2024Q4: 60,444 shares; 2025Q1: 36,104 shares; 2025Q2: 79,259 shares; 2025Q3: 81,361 shares; 2025Q4: 80,926 shares; 2026Q1: 97,460 shares; 2026Q2: 105,160 shares 105,160 $3.92M 0.2% +7,700 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: 21,792 shares; 2024Q4: 21,940 shares; 2025Q1: 19,661 shares; 2025Q2: 21,793 shares; 2025Q3: 21,124 shares; 2025Q4: 21,459 shares; 2026Q1: 20,197 shares; 2026Q2: 23,553 shares 23,553 $3.9M 0.2% +3,356 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,509 shares; 2026Q2: 14,247 shares 14,247 $3.84M 0.19% +5,738 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,169 shares; 2024Q4: 10,746 shares; 2025Q1: 10,647 shares; 2025Q2: 10,294 shares; 2025Q3: 10,144 shares; 2025Q4: 10,100 shares; 2026Q1: 15,675 shares; 2026Q2: 20,089 shares 20,089 $3.83M 0.19% +4,414 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 2,514 shares; 2025Q1: 2,391 shares; 2025Q2: 2,591 shares; 2025Q3: 3,835 shares; 2025Q4: 2,416 shares; 2026Q1: 7,892 shares; 2026Q2: 11,963 shares 11,963 $3.77M 0.19% +4,071 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,893 shares; 2024Q4: 37,128 shares; 2025Q1: 27,324 shares; 2025Q2: 40,242 shares; 2025Q3: 41,632 shares; 2025Q4: 37,116 shares; 2026Q1: 36,278 shares; 2026Q2: 35,997 shares 35,997 $3.74M 0.19% -281 Timeline CDW CDW CORP More: the full row for CDW 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: 26,524 shares 26,524 $3.73M 0.19% new 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: 14,279 shares; 2024Q4: 24,626 shares; 2025Q1: 27,471 shares; 2025Q2: 29,741 shares; 2025Q3: 30,232 shares; 2025Q4: 29,977 shares; 2026Q1: 30,335 shares; 2026Q2: 33,015 shares 33,015 $3.61M 0.18% +2,680 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,950 shares; 2024Q4: 164,035 shares; 2025Q1: 42,026 shares; 2025Q2: 172,880 shares; 2025Q3: 166,631 shares; 2025Q4: 169,211 shares; 2026Q1: 128,817 shares; 2026Q2: 130,345 shares 130,345 $3.61M 0.18% +1,528 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,407 shares; 2024Q4: 3,458 shares; 2025Q1: 3,934 shares; 2025Q2: 4,313 shares; 2025Q3: 3,965 shares; 2025Q4: not reported; 2026Q1: 19,210 shares; 2026Q2: 48,769 shares 48,769 $3.58M 0.18% +29,559 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: 22,616 shares; 2024Q4: 22,631 shares; 2025Q1: 24,093 shares; 2025Q2: 13,944 shares; 2025Q3: 17,006 shares; 2025Q4: 9,877 shares; 2026Q1: 9,746 shares; 2026Q2: 22,154 shares 22,154 $3.51M 0.18% +12,408 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,830 shares; 2024Q4: 45,999 shares; 2025Q1: 44,339 shares; 2025Q2: 52,271 shares; 2025Q3: 53,838 shares; 2025Q4: 56,550 shares; 2026Q1: 67,258 shares; 2026Q2: 59,074 shares 59,074 $3.44M 0.17% -8,184 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 638,747 shares; 2025Q2: 563,832 shares; 2025Q3: 382,714 shares; 2025Q4: 12,842 shares; 2026Q1: not reported; 2026Q2: 248,251 shares 248,251 $3.43M 0.17% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,568 shares; 2024Q4: 11,353 shares; 2025Q1: 10,587 shares; 2025Q2: 12,468 shares; 2025Q3: 13,146 shares; 2025Q4: 32,005 shares; 2026Q1: 32,909 shares; 2026Q2: 37,307 shares 37,307 $3.37M 0.17% +4,398 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: 16,521 shares; 2024Q4: 72,996 shares; 2025Q1: 76,269 shares; 2025Q2: 116,385 shares; 2025Q3: 115,004 shares; 2025Q4: 101,348 shares; 2026Q1: 99,183 shares; 2026Q2: 99,432 shares 99,432 $3.36M 0.17% +249 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,767 shares; 2024Q4: 17,123 shares; 2025Q1: 6,768 shares; 2025Q2: 9,746 shares; 2025Q3: 9,580 shares; 2025Q4: 9,722 shares; 2026Q1: 10,307 shares; 2026Q2: 11,119 shares 11,119 $3.34M 0.17% +812 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 14,895 shares 14,895 $3.33M 0.17% new 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: 18,733 shares; 2024Q4: 15,181 shares; 2025Q1: 15,300 shares; 2025Q2: 17,571 shares; 2025Q3: 16,745 shares; 2025Q4: 13,559 shares; 2026Q1: 13,916 shares; 2026Q2: 14,562 shares 14,562 $3.31M 0.17% +646 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,295 shares; 2024Q4: 64,169 shares; 2025Q1: 28,182 shares; 2025Q2: 35,911 shares; 2025Q3: 36,606 shares; 2025Q4: 36,377 shares; 2026Q1: 35,490 shares; 2026Q2: 33,929 shares 33,929 $3.27M 0.16% -1,561 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: 18,905 shares; 2024Q4: 66,719 shares; 2025Q1: 79,459 shares; 2025Q2: 120,046 shares; 2025Q3: 120,135 shares; 2025Q4: 63,677 shares; 2026Q1: 66,514 shares; 2026Q2: 64,171 shares 64,171 $3.25M 0.16% -2,343 Timeline SPTS 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: 20,638 shares; 2024Q4: 102,355 shares; 2025Q1: 116,290 shares; 2025Q2: 113,252 shares; 2025Q3: 115,943 shares; 2025Q4: 118,722 shares; 2026Q1: 123,819 shares; 2026Q2: 110,404 shares 110,404 $3.2M 0.16% -13,415 Timeline SPGP 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: 21,737 shares; 2024Q4: 22,983 shares; 2025Q1: 25,077 shares; 2025Q2: 25,858 shares; 2025Q3: 25,837 shares; 2025Q4: 28,602 shares; 2026Q1: 28,638 shares; 2026Q2: 26,069 shares 26,069 $3.19M 0.16% -2,569 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,573 shares; 2024Q4: 48,428 shares; 2025Q1: 34,910 shares; 2025Q2: 62,977 shares; 2025Q3: 66,844 shares; 2025Q4: 67,484 shares; 2026Q1: 70,841 shares; 2026Q2: 76,160 shares 76,160 $3.18M 0.16% +5,319 Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER 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: 320,625 shares 320,625 $3.12M 0.16% new 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: 9,676 shares; 2024Q4: 9,643 shares; 2025Q1: 7,740 shares; 2025Q2: 9,373 shares; 2025Q3: 9,386 shares; 2025Q4: 10,065 shares; 2026Q1: 11,882 shares; 2026Q2: 11,072 shares 11,072 $3.11M 0.16% -810 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS 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: 153,385 shares; 2026Q1: 232,255 shares; 2026Q2: 243,505 shares 243,505 $3.09M 0.15% +11,250 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,762 shares; 2024Q4: 15,944 shares; 2025Q1: 16,831 shares; 2025Q2: 19,604 shares; 2025Q3: 25,357 shares; 2025Q4: 25,102 shares; 2026Q1: 30,796 shares; 2026Q2: 32,003 shares 32,003 $3.09M 0.15% +1,207 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,039 shares 58,039 $3.09M 0.15% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,263 shares; 2024Q4: 13,029 shares; 2025Q1: 11,543 shares; 2025Q2: 10,728 shares; 2025Q3: 10,398 shares; 2025Q4: 10,406 shares; 2026Q1: 9,750 shares; 2026Q2: 10,174 shares 10,174 $3.08M 0.15% +424 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: 36,313 shares; 2024Q4: 33,252 shares; 2025Q1: not reported; 2025Q2: 33,403 shares; 2025Q3: 33,509 shares; 2025Q4: 48,002 shares; 2026Q1: 59,030 shares; 2026Q2: 220,669 shares 220,669 $3.07M 0.15% +161,639 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,643 shares; 2025Q1: 1,297 shares; 2025Q2: 1,598 shares; 2025Q3: 1,780 shares; 2025Q4: 1,536 shares; 2026Q1: 4,980 shares; 2026Q2: 5,892 shares 5,892 $3.03M 0.15% +912 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: 30,523 shares; 2024Q4: 30,703 shares; 2025Q1: 31,545 shares; 2025Q2: 30,566 shares; 2025Q3: 25,373 shares; 2025Q4: 25,742 shares; 2026Q1: 21,524 shares; 2026Q2: 30,637 shares 30,637 $2.96M 0.15% +9,113 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: 22,708 shares; 2024Q4: 21,657 shares; 2025Q1: 22,482 shares; 2025Q2: 21,911 shares; 2025Q3: 21,088 shares; 2025Q4: 20,540 shares; 2026Q1: 20,295 shares; 2026Q2: 25,895 shares 25,895 $2.93M 0.15% +5,600 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: 3,563 shares; 2024Q4: 3,555 shares; 2025Q1: 2,845 shares; 2025Q2: 3,404 shares; 2025Q3: 3,228 shares; 2025Q4: 2,892 shares; 2026Q1: 2,908 shares; 2026Q2: 24,526 shares 24,526 $2.93M 0.15% +21,618 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: 7,423 shares; 2024Q4: 7,232 shares; 2025Q1: 6,489 shares; 2025Q2: 6,694 shares; 2025Q3: 6,245 shares; 2025Q4: 6,113 shares; 2026Q1: 5,944 shares; 2026Q2: 8,300 shares 8,300 $2.93M 0.15% +2,356 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,242 shares; 2025Q1: 13,623 shares; 2025Q2: 22,113 shares; 2025Q3: 8,029 shares; 2025Q4: 4,267 shares; 2026Q1: 3,789 shares; 2026Q2: 6,751 shares 6,751 $2.93M 0.15% +2,962 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: 19,720 shares; 2024Q4: 20,616 shares; 2025Q1: 6,494 shares; 2025Q2: 20,674 shares; 2025Q3: 17,194 shares; 2025Q4: 15,192 shares; 2026Q1: 11,769 shares; 2026Q2: 11,542 shares 11,542 $2.91M 0.15% -227 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,110 shares; 2024Q4: 11,110 shares; 2025Q1: 11,112 shares; 2025Q2: 11,195 shares; 2025Q3: 11,706 shares; 2025Q4: 11,126 shares; 2026Q1: 14,084 shares; 2026Q2: 16,385 shares 16,385 $2.91M 0.15% +2,301 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: 22,136 shares; 2024Q4: 21,814 shares; 2025Q1: 17,872 shares; 2025Q2: 21,516 shares; 2025Q3: 21,520 shares; 2025Q4: 21,483 shares; 2026Q1: 21,393 shares; 2026Q2: 21,244 shares 21,244 $2.9M 0.15% -149 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,840 shares 130,840 $2.87M 0.14% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,837 shares; 2024Q4: 17,152 shares; 2025Q1: 20,350 shares; 2025Q2: 20,963 shares; 2025Q3: 22,556 shares; 2025Q4: 26,908 shares; 2026Q1: 57,045 shares; 2026Q2: 60,693 shares 60,693 $2.86M 0.14% +3,648 Timeline BUXX 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: not reported; 2026Q2: 141,275 shares 141,275 $2.86M 0.14% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 132,030 shares; 2026Q1: 131,497 shares; 2026Q2: 83,842 shares 83,842 $2.85M 0.14% -47,655 Timeline DGT 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: 14,959 shares; 2024Q4: 14,947 shares; 2025Q1: 14,957 shares; 2025Q2: 15,018 shares; 2025Q3: 15,031 shares; 2025Q4: 15,114 shares; 2026Q1: 15,413 shares; 2026Q2: 15,123 shares 15,123 $2.79M 0.14% -290 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,672 shares; 2024Q4: 7,497 shares; 2025Q1: 7,302 shares; 2025Q2: 10,658 shares; 2025Q3: 12,024 shares; 2025Q4: 13,081 shares; 2026Q1: 23,663 shares; 2026Q2: 36,683 shares 36,683 $2.79M 0.14% +13,020 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: 4,367 shares; 2024Q4: 10,431 shares; 2025Q1: 10,555 shares; 2025Q2: 22,454 shares; 2025Q3: 11,347 shares; 2025Q4: 27,381 shares; 2026Q1: 28,043 shares; 2026Q2: 33,533 shares 33,533 $2.79M 0.14% +5,490 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,022 shares; 2024Q4: 6,953 shares; 2025Q1: 15,455 shares; 2025Q2: 28,172 shares; 2025Q3: 31,634 shares; 2025Q4: 32,792 shares; 2026Q1: 40,634 shares; 2026Q2: 50,162 shares 50,162 $2.73M 0.14% +9,528 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,662 shares; 2024Q4: 15,768 shares; 2025Q1: 15,325 shares; 2025Q2: 15,163 shares; 2025Q3: 15,326 shares; 2025Q4: 14,684 shares; 2026Q1: 20,739 shares; 2026Q2: 21,303 shares 21,303 $2.73M 0.14% +564 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: 13,442 shares; 2024Q4: 13,584 shares; 2025Q1: 12,213 shares; 2025Q2: 11,387 shares; 2025Q3: 10,634 shares; 2025Q4: 10,562 shares; 2026Q1: 10,847 shares; 2026Q2: 20,971 shares 20,971 $2.69M 0.13% +10,124 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: 14,544 shares; 2024Q4: 13,863 shares; 2025Q1: 8,718 shares; 2025Q2: 18,934 shares; 2025Q3: 19,301 shares; 2025Q4: 16,726 shares; 2026Q1: 15,139 shares; 2026Q2: 18,334 shares 18,334 $2.69M 0.13% +3,195 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: 43,472 shares; 2024Q4: 39,969 shares; 2025Q1: 38,499 shares; 2025Q2: 49,362 shares; 2025Q3: 67,607 shares; 2025Q4: 52,154 shares; 2026Q1: 55,889 shares; 2026Q2: 58,585 shares 58,585 $2.67M 0.13% +2,696 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: 1,590 shares; 2024Q4: 1,880 shares; 2025Q1: 1,780 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,626 shares; 2026Q2: 1,563 shares 1,563 $2.65M 0.13% -63 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 75,913 shares; 2025Q4: 105,709 shares; 2026Q1: 78,501 shares; 2026Q2: 112,808 shares 112,808 $2.61M 0.13% +34,307 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; 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: 75,089 shares; 2026Q1: 92,652 shares; 2026Q2: 55,623 shares 55,623 $2.59M 0.13% -37,029 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 3,964 shares; 2025Q1: 3,481 shares; 2025Q2: 3,865 shares; 2025Q3: 3,715 shares; 2025Q4: 3,554 shares; 2026Q1: 3,352 shares; 2026Q2: 7,541 shares 7,541 $2.57M 0.13% +4,189 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,811 shares; 2024Q4: 55,555 shares; 2025Q1: 33,249 shares; 2025Q2: 65,967 shares; 2025Q3: 63,433 shares; 2025Q4: 65,868 shares; 2026Q1: 71,163 shares; 2026Q2: 75,048 shares 75,048 $2.56M 0.13% +3,885 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,038 shares; 2024Q4: 28,152 shares; 2025Q1: 29,965 shares; 2025Q2: 39,186 shares; 2025Q3: 38,132 shares; 2025Q4: 38,017 shares; 2026Q1: 34,334 shares; 2026Q2: 31,155 shares 31,155 $2.56M 0.13% -3,179 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,641 shares; 2024Q4: 27,228 shares; 2025Q1: 25,338 shares; 2025Q2: 26,632 shares; 2025Q3: 27,141 shares; 2025Q4: 27,648 shares; 2026Q1: 28,317 shares; 2026Q2: 28,637 shares 28,637 $2.55M 0.13% +320 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: 98,640 shares; 2024Q4: 114,282 shares; 2025Q1: 112,759 shares; 2025Q2: 105,398 shares; 2025Q3: 104,460 shares; 2025Q4: 43,736 shares; 2026Q1: 41,346 shares; 2026Q2: 47,303 shares 47,303 $2.54M 0.13% +5,957 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,832 shares; 2024Q4: 43,761 shares; 2025Q1: 42,858 shares; 2025Q2: 44,256 shares; 2025Q3: 43,859 shares; 2025Q4: 46,794 shares; 2026Q1: 50,494 shares; 2026Q2: 49,145 shares 49,145 $2.51M 0.13% -1,349 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: 22,829 shares; 2024Q4: 25,545 shares; 2025Q1: 18,692 shares; 2025Q2: 31,690 shares; 2025Q3: 33,471 shares; 2025Q4: 36,533 shares; 2026Q1: 38,731 shares; 2026Q2: 37,071 shares 37,071 $2.49M 0.12% -1,660 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: 34,423 shares; 2024Q4: 28,895 shares; 2025Q1: 25,283 shares; 2025Q2: 28,888 shares; 2025Q3: 27,642 shares; 2025Q4: 26,189 shares; 2026Q1: 26,143 shares; 2026Q2: 21,270 shares 21,270 $2.48M 0.12% -4,873 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,163 shares 30,163 $2.47M 0.12% new 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: 3,253 shares; 2024Q4: 3,483 shares; 2025Q1: 3,367 shares; 2025Q2: 3,922 shares; 2025Q3: 3,581 shares; 2025Q4: 3,570 shares; 2026Q1: 2,113 shares; 2026Q2: 3,229 shares 3,229 $2.46M 0.12% +1,116 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: 10,558 shares; 2024Q4: 13,932 shares; 2025Q1: 19,461 shares; 2025Q2: 18,500 shares; 2025Q3: 20,889 shares; 2025Q4: 14,791 shares; 2026Q1: 15,883 shares; 2026Q2: 30,743 shares 30,743 $2.44M 0.12% +14,860 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,890 shares; 2024Q4: 41,970 shares; 2025Q1: 41,232 shares; 2025Q2: 81,303 shares; 2025Q3: 291,477 shares; 2025Q4: 229,166 shares; 2026Q1: 165,032 shares; 2026Q2: 93,384 shares 93,384 $2.42M 0.12% -71,648 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 4,386 shares; 2025Q1: 4,366 shares; 2025Q2: 5,125 shares; 2025Q3: 6,539 shares; 2025Q4: 6,457 shares; 2026Q1: 3,958 shares; 2026Q2: 5,805 shares 5,805 $2.41M 0.12% +1,847 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: 18,570 shares; 2024Q4: 19,176 shares; 2025Q1: 19,875 shares; 2025Q2: 21,267 shares; 2025Q3: 19,038 shares; 2025Q4: 18,512 shares; 2026Q1: 19,395 shares; 2026Q2: 20,513 shares 20,513 $2.41M 0.12% +1,118 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 14,589 shares; 2026Q2: 19,754 shares 19,754 $2.36M 0.12% +5,165 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 4,141 shares; 2025Q1: not reported; 2025Q2: 3,677 shares; 2025Q3: 292 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,071 shares 2,071 $2.35M 0.12% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,620 shares; 2024Q4: 65,302 shares; 2025Q1: 67,617 shares; 2025Q2: 64,360 shares; 2025Q3: 66,651 shares; 2025Q4: 70,140 shares; 2026Q1: 76,616 shares; 2026Q2: 79,063 shares 79,063 $2.32M 0.12% +2,447 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,192 shares; 2024Q4: 34,502 shares; 2025Q1: 39,665 shares; 2025Q2: 40,917 shares; 2025Q3: 43,229 shares; 2025Q4: 50,056 shares; 2026Q1: 52,471 shares; 2026Q2: 56,035 shares 56,035 $2.31M 0.12% +3,564 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,410 shares; 2024Q4: 28,851 shares; 2025Q1: 14,160 shares; 2025Q2: 45,749 shares; 2025Q3: 47,528 shares; 2025Q4: 47,634 shares; 2026Q1: 55,026 shares; 2026Q2: 56,756 shares 56,756 $2.31M 0.12% +1,730 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,845 shares; 2024Q4: 6,340 shares; 2025Q1: 6,329 shares; 2025Q2: 7,128 shares; 2025Q3: 6,992 shares; 2025Q4: 6,795 shares; 2026Q1: 8,500 shares; 2026Q2: 10,262 shares 10,262 $2.3M 0.11% +1,762 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: 13,916 shares; 2024Q4: 11,312 shares; 2025Q1: not reported; 2025Q2: 21,146 shares; 2025Q3: 19,861 shares; 2025Q4: 20,224 shares; 2026Q1: 20,824 shares; 2026Q2: 23,273 shares 23,273 $2.29M 0.11% +2,449 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,582 shares; 2024Q4: 27,291 shares; 2025Q1: 24,136 shares; 2025Q2: 26,527 shares; 2025Q3: 26,582 shares; 2025Q4: 28,344 shares; 2026Q1: 27,234 shares; 2026Q2: 27,728 shares 27,728 $2.25M 0.11% +494 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,730 shares; 2024Q4: 7,320 shares; 2025Q1: 8,814 shares; 2025Q2: 8,372 shares; 2025Q3: 8,759 shares; 2025Q4: 5,375 shares; 2026Q1: 5,139 shares; 2026Q2: 6,157 shares 6,157 $2.25M 0.11% +1,018 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: 11,578 shares; 2024Q4: 15,880 shares; 2025Q1: 14,896 shares; 2025Q2: 9,189 shares; 2025Q3: 8,865 shares; 2025Q4: 6,847 shares; 2026Q1: 6,061 shares; 2026Q2: 5,997 shares 5,997 $2.24M 0.11% -64 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,153 shares; 2024Q4: 9,011 shares; 2025Q1: 9,097 shares; 2025Q2: 9,723 shares; 2025Q3: 10,220 shares; 2025Q4: 10,039 shares; 2026Q1: 10,039 shares; 2026Q2: 10,126 shares 10,126 $2.24M 0.11% +87 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: 21,592 shares; 2024Q4: 21,598 shares; 2025Q1: 12,342 shares; 2025Q2: 19,194 shares; 2025Q3: 18,864 shares; 2025Q4: 16,547 shares; 2026Q1: 16,540 shares; 2026Q2: 15,262 shares 15,262 $2.23M 0.11% -1,278 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 7,809 shares; 2025Q1: not reported; 2025Q2: 9,960 shares; 2025Q3: 9,714 shares; 2025Q4: 9,550 shares; 2026Q1: 8,405 shares; 2026Q2: 7,787 shares 7,787 $2.22M 0.11% -618 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: 18,057 shares; 2024Q4: 21,254 shares; 2025Q1: not reported; 2025Q2: 10,806 shares; 2025Q3: 14,516 shares; 2025Q4: 16,161 shares; 2026Q1: 15,846 shares; 2026Q2: 18,239 shares 18,239 $2.14M 0.11% +2,393 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,220 shares; 2025Q2: 10,279 shares; 2025Q3: 9,829 shares; 2025Q4: 12,611 shares; 2026Q1: 8,668 shares; 2026Q2: 41,344 shares 41,344 $2.11M 0.11% +32,676 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,664 shares; 2024Q4: 18,274 shares; 2025Q1: 12,190 shares; 2025Q2: 22,456 shares; 2025Q3: 21,480 shares; 2025Q4: 14,103 shares; 2026Q1: 18,125 shares; 2026Q2: 19,379 shares 19,379 $2.09M 0.1% +1,254 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,597 shares; 2024Q4: 23,920 shares; 2025Q1: 23,602 shares; 2025Q2: 23,179 shares; 2025Q3: 24,691 shares; 2025Q4: 15,559 shares; 2026Q1: 18,047 shares; 2026Q2: 22,578 shares 22,578 $2.05M 0.1% +4,531 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391,469 shares; 2024Q4: 421,000 shares; 2025Q1: 591,000 shares; 2025Q2: 572,000 shares; 2025Q3: 440,500 shares; 2025Q4: 440,500 shares; 2026Q1: 440,500 shares; 2026Q2: 440,654 shares 440,654 $2.04M 0.1% +154 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: 72,428 shares; 2024Q4: 71,871 shares; 2025Q1: 71,598 shares; 2025Q2: 71,227 shares; 2025Q3: 68,703 shares; 2025Q4: 66,812 shares; 2026Q1: 66,408 shares; 2026Q2: 35,676 shares 35,676 $2.03M 0.1% -30,732 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,269 shares; 2024Q4: 47,948 shares; 2025Q1: 50,008 shares; 2025Q2: 49,835 shares; 2025Q3: 62,499 shares; 2025Q4: 21,601 shares; 2026Q1: 23,375 shares; 2026Q2: 29,689 shares 29,689 $2.02M 0.1% +6,314 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: 6,286 shares; 2025Q1: 6,698 shares; 2025Q2: 7,047 shares; 2025Q3: 5,976 shares; 2025Q4: 8,934 shares; 2026Q1: 8,962 shares; 2026Q2: 9,015 shares 9,015 $2.01M 0.1% +53 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: 7,962 shares; 2024Q4: 8,001 shares; 2025Q1: 7,983 shares; 2025Q2: 8,658 shares; 2025Q3: 7,710 shares; 2025Q4: 7,447 shares; 2026Q1: 7,111 shares; 2026Q2: 7,364 shares 7,364 $2M 0.1% +253 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,539 shares; 2024Q4: 7,541 shares; 2025Q1: 7,534 shares; 2025Q2: 7,602 shares; 2025Q3: 9,625 shares; 2025Q4: 7,630 shares; 2026Q1: 7,628 shares; 2026Q2: 38,388 shares 38,388 $2M 0.1% +30,760 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,314 shares; 2024Q4: 4,667 shares; 2025Q1: not reported; 2025Q2: 3,762 shares; 2025Q3: 4,396 shares; 2025Q4: 3,508 shares; 2026Q1: 3,239 shares; 2026Q2: 3,953 shares 3,953 $1.98M 0.1% +714 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,696 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,313 shares; 2026Q2: 16,728 shares 16,728 $1.98M 0.1% +6,415 Timeline CLOA 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: 9,161 shares; 2025Q2: 11,048 shares; 2025Q3: 11,065 shares; 2025Q4: 11,005 shares; 2026Q1: 11,990 shares; 2026Q2: 37,958 shares 37,958 $1.97M 0.1% +25,968 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,565 shares; 2024Q4: 16,764 shares; 2025Q1: 10,567 shares; 2025Q2: 13,602 shares; 2025Q3: 13,425 shares; 2025Q4: 12,839 shares; 2026Q1: 12,602 shares; 2026Q2: 12,597 shares 12,597 $1.97M 0.1% -5 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: 21,608 shares; 2024Q4: 23,357 shares; 2025Q1: 24,838 shares; 2025Q2: 23,809 shares; 2025Q3: 23,840 shares; 2025Q4: 9,590 shares; 2026Q1: 10,605 shares; 2026Q2: 10,576 shares 10,576 $1.96M 0.1% -29 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,726 shares; 2025Q2: 11,223 shares; 2025Q3: 11,239 shares; 2025Q4: 11,375 shares; 2026Q1: 12,345 shares; 2026Q2: 38,158 shares 38,158 $1.96M 0.1% +25,813 Timeline ARKF 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: 55,036 shares; 2024Q4: 53,868 shares; 2025Q1: 54,269 shares; 2025Q2: 54,004 shares; 2025Q3: 52,523 shares; 2025Q4: 49,305 shares; 2026Q1: 48,473 shares; 2026Q2: 48,242 shares 48,242 $1.9M 0.1% -231 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,271 shares; 2024Q4: 12,925 shares; 2025Q1: 13,645 shares; 2025Q2: 16,064 shares; 2025Q3: 18,672 shares; 2025Q4: 16,123 shares; 2026Q1: 15,009 shares; 2026Q2: 24,904 shares 24,904 $1.88M 0.09% +9,895 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: 26,527 shares; 2024Q4: 27,379 shares; 2025Q1: 24,976 shares; 2025Q2: 26,773 shares; 2025Q3: 24,715 shares; 2025Q4: 25,953 shares; 2026Q1: 23,847 shares; 2026Q2: 23,244 shares 23,244 $1.88M 0.09% -603 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,300 shares; 2024Q4: 129,455 shares; 2025Q1: not reported; 2025Q2: 54,153 shares; 2025Q3: 54,252 shares; 2025Q4: 60,482 shares; 2026Q1: 62,748 shares; 2026Q2: 118,266 shares 118,266 $1.88M 0.09% +55,518 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,843 shares; 2026Q2: 15,370 shares 15,370 $1.83M 0.09% +4,527 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,416 shares; 2026Q2: 20,076 shares 20,076 $1.83M 0.09% +3,660 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: 1,675 shares; 2024Q4: 1,832 shares; 2025Q1: 5,017 shares; 2025Q2: 7,260 shares; 2025Q3: 6,832 shares; 2025Q4: 6,105 shares; 2026Q1: 1,862 shares; 2026Q2: 1,781 shares 1,781 $1.8M 0.09% -81 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: 16,307 shares; 2024Q4: 25,723 shares; 2025Q1: not reported; 2025Q2: 13,322 shares; 2025Q3: 18,745 shares; 2025Q4: 46,680 shares; 2026Q1: 47,440 shares; 2026Q2: 33,873 shares 33,873 $1.8M 0.09% -13,567 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: 35,141 shares; 2024Q4: 35,241 shares; 2025Q1: 33,505 shares; 2025Q2: 44,541 shares; 2025Q3: 45,535 shares; 2025Q4: 42,083 shares; 2026Q1: 43,784 shares; 2026Q2: 42,258 shares 42,258 $1.79M 0.09% -1,526 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,655 shares; 2024Q4: 12,772 shares; 2025Q1: 8,286 shares; 2025Q2: 8,374 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares; 2026Q1: 16,228 shares; 2026Q2: 17,182 shares 17,182 $1.77M 0.09% +954 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,567 shares; 2024Q4: 82,576 shares; 2025Q1: 61,979 shares; 2025Q2: 55,040 shares; 2025Q3: 51,564 shares; 2025Q4: 48,179 shares; 2026Q1: 43,465 shares; 2026Q2: 44,061 shares 44,061 $1.77M 0.09% +596 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,501 shares; 2024Q4: 7,529 shares; 2025Q1: 7,536 shares; 2025Q2: 7,270 shares; 2025Q3: 7,217 shares; 2025Q4: 7,114 shares; 2026Q1: 4,011 shares; 2026Q2: 20,081 shares 20,081 $1.77M 0.09% +16,070 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,522 shares; 2024Q4: 59,182 shares; 2025Q1: 52,574 shares; 2025Q2: 36,458 shares; 2025Q3: 31,199 shares; 2025Q4: 21,741 shares; 2026Q1: 26,696 shares; 2026Q2: 37,547 shares 37,547 $1.73M 0.09% +10,851 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: 109,161 shares; 2024Q4: 127,703 shares; 2025Q1: 117,134 shares; 2025Q2: 113,962 shares; 2025Q3: 117,115 shares; 2025Q4: 105,351 shares; 2026Q1: 107,210 shares; 2026Q2: 82,802 shares 82,802 $1.71M 0.09% -24,408 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 2,863 shares; 2025Q4: 3,792 shares; 2026Q1: 10,278 shares; 2026Q2: 9,169 shares 9,169 $1.71M 0.09% -1,109 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: 14,124 shares; 2024Q4: 16,681 shares; 2025Q1: 9,951 shares; 2025Q2: 17,207 shares; 2025Q3: 16,998 shares; 2025Q4: 17,089 shares; 2026Q1: 16,891 shares; 2026Q2: 15,607 shares 15,607 $1.7M 0.09% -1,284 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,467 shares; 2024Q4: 21,129 shares; 2025Q1: 15,234 shares; 2025Q2: 22,071 shares; 2025Q3: 22,132 shares; 2025Q4: 21,821 shares; 2026Q1: 20,850 shares; 2026Q2: 21,102 shares 21,102 $1.69M 0.08% +252 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,398 shares; 2024Q4: 73,795 shares; 2025Q1: 100,298 shares; 2025Q2: 97,909 shares; 2025Q3: 102,632 shares; 2025Q4: 55,692 shares; 2026Q1: 76,309 shares; 2026Q2: 72,136 shares 72,136 $1.67M 0.08% -4,173 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,263 shares; 2024Q4: 30,263 shares; 2025Q1: not reported; 2025Q2: 30,862 shares; 2025Q3: 30,983 shares; 2025Q4: 33,453 shares; 2026Q1: 33,336 shares; 2026Q2: 33,748 shares 33,748 $1.66M 0.08% +412 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: not reported; 2024Q4: 16,096 shares; 2025Q1: 22,741 shares; 2025Q2: 13,256 shares; 2025Q3: 28,066 shares; 2025Q4: 52,233 shares; 2026Q1: 71,879 shares; 2026Q2: 72,644 shares 72,644 $1.65M 0.08% +765 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: 10,460 shares; 2024Q4: 11,712 shares; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 7,146 shares; 2025Q4: 8,260 shares; 2026Q1: 14,679 shares; 2026Q2: 19,123 shares 19,123 $1.65M 0.08% +4,444 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,502 shares; 2024Q4: 16,489 shares; 2025Q1: 15,164 shares; 2025Q2: 15,105 shares; 2025Q3: 14,174 shares; 2025Q4: 13,239 shares; 2026Q1: 12,940 shares; 2026Q2: 13,024 shares 13,024 $1.65M 0.08% +84 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,637 shares; 2024Q4: 30,986 shares; 2025Q1: not reported; 2025Q2: 27,664 shares; 2025Q3: 27,658 shares; 2025Q4: 27,764 shares; 2026Q1: 27,755 shares; 2026Q2: 26,544 shares 26,544 $1.64M 0.08% -1,211 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,741 shares; 2024Q4: 2,111 shares; 2025Q1: 1,539 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,053 shares; 2026Q1: 6,729 shares; 2026Q2: 9,765 shares 9,765 $1.64M 0.08% +3,036 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,790 shares; 2024Q4: 10,967 shares; 2025Q1: 10,302 shares; 2025Q2: 10,119 shares; 2025Q3: 9,828 shares; 2025Q4: 9,836 shares; 2026Q1: 11,275 shares; 2026Q2: 11,317 shares 11,317 $1.62M 0.08% +42 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,403 shares 5,403 $1.61M 0.08% new 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: 3,797 shares; 2024Q4: 3,861 shares; 2025Q1: 3,859 shares; 2025Q2: 9,113 shares; 2025Q3: 9,368 shares; 2025Q4: 8,355 shares; 2026Q1: 8,296 shares; 2026Q2: 8,138 shares 8,138 $1.61M 0.08% -158 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 12,388 shares; 2025Q1: not reported; 2025Q2: 13,819 shares; 2025Q3: 14,509 shares; 2025Q4: 15,262 shares; 2026Q1: 15,986 shares; 2026Q2: 16,675 shares 16,675 $1.61M 0.08% +689 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: 9,383 shares; 2024Q4: 8,679 shares; 2025Q1: 3,788 shares; 2025Q2: 10,631 shares; 2025Q3: 10,453 shares; 2025Q4: 10,345 shares; 2026Q1: 10,221 shares; 2026Q2: 11,843 shares 11,843 $1.6M 0.08% +1,622 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,256 shares; 2025Q3: 15,585 shares; 2025Q4: 16,751 shares; 2026Q1: 17,794 shares; 2026Q2: 20,968 shares 20,968 $1.59M 0.08% +3,174 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,149 shares; 2025Q1: 2,236 shares; 2025Q2: 2,237 shares; 2025Q3: 2,315 shares; 2025Q4: 2,147 shares; 2026Q1: 2,070 shares; 2026Q2: 2,220 shares 2,220 $1.58M 0.08% +150 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: 34,147 shares; 2024Q4: 37,820 shares; 2025Q1: not reported; 2025Q2: 34,872 shares; 2025Q3: 34,049 shares; 2025Q4: 12,939 shares; 2026Q1: 12,860 shares; 2026Q2: 14,298 shares 14,298 $1.53M 0.08% +1,438 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,099 shares; 2024Q4: 23,614 shares; 2025Q1: 6,710 shares; 2025Q2: 21,852 shares; 2025Q3: 21,630 shares; 2025Q4: 19,447 shares; 2026Q1: 21,943 shares; 2026Q2: 22,267 shares 22,267 $1.52M 0.08% +324 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,746 shares; 2024Q4: 33,364 shares; 2025Q1: 33,663 shares; 2025Q2: 40,260 shares; 2025Q3: 37,618 shares; 2025Q4: 40,747 shares; 2026Q1: 41,287 shares; 2026Q2: 41,835 shares 41,835 $1.51M 0.08% +548 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,117 shares; 2024Q4: 42,386 shares; 2025Q1: 37,807 shares; 2025Q2: 37,267 shares; 2025Q3: 35,436 shares; 2025Q4: 33,640 shares; 2026Q1: 32,158 shares; 2026Q2: 33,493 shares 33,493 $1.51M 0.08% +1,335 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: 2,352 shares; 2025Q3: 1,636 shares; 2025Q4: 1,590 shares; 2026Q1: 1,527 shares; 2026Q2: 1,533 shares 1,533 $1.5M 0.07% +6 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: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2 shares 2 $1.5M 0.07% +1 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: 5,117 shares; 2024Q4: 5,187 shares; 2025Q1: 696 shares; 2025Q2: 5,176 shares; 2025Q3: 5,009 shares; 2025Q4: 5,038 shares; 2026Q1: 5,021 shares; 2026Q2: 5,528 shares 5,528 $1.49M 0.07% +507 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,791 shares; 2026Q1: 23,460 shares; 2026Q2: 16,821 shares 16,821 $1.49M 0.07% -6,639 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,852 shares; 2024Q4: 53,477 shares; 2025Q1: 53,474 shares; 2025Q2: 53,476 shares; 2025Q3: 53,478 shares; 2025Q4: 53,247 shares; 2026Q1: 50,362 shares; 2026Q2: 49,474 shares 49,474 $1.47M 0.07% -888 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,379 shares; 2024Q4: 19,220 shares; 2025Q1: 20,190 shares; 2025Q2: 24,295 shares; 2025Q3: 24,220 shares; 2025Q4: 25,420 shares; 2026Q1: 25,448 shares; 2026Q2: 24,614 shares 24,614 $1.45M 0.07% -834 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: 5,493 shares; 2024Q4: 6,122 shares; 2025Q1: 7,678 shares; 2025Q2: 8,461 shares; 2025Q3: 9,272 shares; 2025Q4: 9,089 shares; 2026Q1: 9,210 shares; 2026Q2: 10,364 shares 10,364 $1.45M 0.07% +1,154 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,278 shares; 2024Q4: 14,557 shares; 2025Q1: 13,555 shares; 2025Q2: 12,511 shares; 2025Q3: 12,555 shares; 2025Q4: 8,957 shares; 2026Q1: 9,676 shares; 2026Q2: 13,486 shares 13,486 $1.44M 0.07% +3,810 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,807 shares; 2024Q4: 62,364 shares; 2025Q1: 61,395 shares; 2025Q2: 70,827 shares; 2025Q3: 70,067 shares; 2025Q4: 70,211 shares; 2026Q1: 54,009 shares; 2026Q2: 46,959 shares 46,959 $1.42M 0.07% -7,050 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,852 shares 23,852 $1.41M 0.07% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,089 shares; 2026Q2: 20,098 shares 20,098 $1.4M 0.07% +9 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,456 shares; 2024Q4: 19,031 shares; 2025Q1: 19,136 shares; 2025Q2: 19,478 shares; 2025Q3: 20,635 shares; 2025Q4: 22,804 shares; 2026Q1: 40,031 shares; 2026Q2: 34,919 shares 34,919 $1.4M 0.07% -5,112 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,922 shares; 2024Q4: 18,473 shares; 2025Q1: 20,458 shares; 2025Q2: 12,620 shares; 2025Q3: 11,993 shares; 2025Q4: 14,588 shares; 2026Q1: 22,690 shares; 2026Q2: 24,139 shares 24,139 $1.39M 0.07% +1,449 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: 12,288 shares; 2024Q4: 12,211 shares; 2025Q1: 3,066 shares; 2025Q2: 9,802 shares; 2025Q3: 9,802 shares; 2025Q4: 9,657 shares; 2026Q1: 9,391 shares; 2026Q2: 9,391 shares 9,391 $1.39M 0.07% 0 Timeline BLV 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: 13,993 shares; 2024Q4: 14,016 shares; 2025Q1: 11,549 shares; 2025Q2: 18,145 shares; 2025Q3: 18,463 shares; 2025Q4: 17,528 shares; 2026Q1: 18,795 shares; 2026Q2: 19,974 shares 19,974 $1.38M 0.07% +1,179 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 12,542 shares; 2025Q1: 12,065 shares; 2025Q2: 11,687 shares; 2025Q3: 11,694 shares; 2025Q4: 11,821 shares; 2026Q1: 11,829 shares; 2026Q2: 11,716 shares 11,716 $1.38M 0.07% -113 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,104 shares; 2024Q4: 44,635 shares; 2025Q1: 58,658 shares; 2025Q2: 62,979 shares; 2025Q3: 58,430 shares; 2025Q4: 60,709 shares; 2026Q1: 61,456 shares; 2026Q2: 76,564 shares 76,564 $1.37M 0.07% +15,108 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,849 shares; 2024Q4: 3,849 shares; 2025Q1: 10,070 shares; 2025Q2: 24,758 shares; 2025Q3: 17,828 shares; 2025Q4: 17,833 shares; 2026Q1: 18,059 shares; 2026Q2: 18,096 shares 18,096 $1.37M 0.07% +37 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,342 shares; 2024Q4: 25,396 shares; 2025Q1: 26,666 shares; 2025Q2: 29,338 shares; 2025Q3: 30,404 shares; 2025Q4: 32,630 shares; 2026Q1: 32,897 shares; 2026Q2: 37,094 shares 37,094 $1.37M 0.07% +4,197 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48,226 shares; 2025Q1: 36,931 shares; 2025Q2: 39,402 shares; 2025Q3: 28,294 shares; 2025Q4: 26,090 shares; 2026Q1: 26,363 shares; 2026Q2: 28,709 shares 28,709 $1.36M 0.07% +2,346 Timeline VGK 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: 8,425 shares; 2024Q4: 9,803 shares; 2025Q1: 10,151 shares; 2025Q2: 10,044 shares; 2025Q3: 7,421 shares; 2025Q4: 14,861 shares; 2026Q1: 14,978 shares; 2026Q2: 15,270 shares 15,270 $1.35M 0.07% +292 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,535 shares; 2024Q4: 19,247 shares; 2025Q1: 17,481 shares; 2025Q2: 18,451 shares; 2025Q3: 20,852 shares; 2025Q4: 21,937 shares; 2026Q1: 21,851 shares; 2026Q2: 25,501 shares 25,501 $1.34M 0.07% +3,650 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 2,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,170 shares; 2026Q1: 2,256 shares; 2026Q2: 8,499 shares 8,499 $1.33M 0.07% +6,243 Timeline ARKG 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: not reported; 2025Q4: 15,166 shares; 2026Q1: 20,410 shares; 2026Q2: 31,704 shares 31,704 $1.33M 0.07% +11,294 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,590 shares; 2024Q4: 27,590 shares; 2025Q1: 27,590 shares; 2025Q2: 30,605 shares; 2025Q3: 30,614 shares; 2025Q4: 30,605 shares; 2026Q1: 30,605 shares; 2026Q2: 32,840 shares 32,840 $1.33M 0.07% +2,235 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,959 shares; 2025Q1: not reported; 2025Q2: 2,442 shares; 2025Q3: 2,313 shares; 2025Q4: 1,914 shares; 2026Q1: 1,957 shares; 2026Q2: 10,036 shares 10,036 $1.33M 0.07% +8,079 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,663 shares; 2024Q4: 100,706 shares; 2025Q1: 24,959 shares; 2025Q2: 111,783 shares; 2025Q3: 139,831 shares; 2025Q4: 71,224 shares; 2026Q1: 82,048 shares; 2026Q2: 95,617 shares 95,617 $1.32M 0.07% +13,569 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118 shares; 2024Q4: 1,650 shares; 2025Q1: 1,804 shares; 2025Q2: 1,614 shares; 2025Q3: 1,876 shares; 2025Q4: 2,061 shares; 2026Q1: 3,942 shares; 2026Q2: 3,838 shares 3,838 $1.32M 0.07% -104 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 9,035 shares; 2025Q1: 9,044 shares; 2025Q2: 9,141 shares; 2025Q3: 8,921 shares; 2025Q4: 8,796 shares; 2026Q1: 8,784 shares; 2026Q2: 9,000 shares 9,000 $1.32M 0.07% +216 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,196 shares; 2024Q4: 15,434 shares; 2025Q1: 8,543 shares; 2025Q2: 25,861 shares; 2025Q3: 25,820 shares; 2025Q4: 25,626 shares; 2026Q1: 25,660 shares; 2026Q2: 27,037 shares 27,037 $1.3M 0.07% +1,377 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,145 shares; 2024Q4: 7,131 shares; 2025Q1: 7,082 shares; 2025Q2: 7,309 shares; 2025Q3: 7,368 shares; 2025Q4: 7,304 shares; 2026Q1: 7,040 shares; 2026Q2: 7,072 shares 7,072 $1.3M 0.07% +32 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: 10,687 shares; 2024Q4: 10,255 shares; 2025Q1: 9,944 shares; 2025Q2: 10,158 shares; 2025Q3: 9,542 shares; 2025Q4: 10,132 shares; 2026Q1: 11,748 shares; 2026Q2: 12,731 shares 12,731 $1.3M 0.07% +983 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,088 shares; 2024Q4: 7,348 shares; 2025Q1: not reported; 2025Q2: 7,658 shares; 2025Q3: 7,694 shares; 2025Q4: 7,752 shares; 2026Q1: 8,091 shares; 2026Q2: 11,041 shares 11,041 $1.3M 0.06% +2,950 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,256 shares; 2024Q4: 21,318 shares; 2025Q1: 21,539 shares; 2025Q2: 21,539 shares; 2025Q3: 22,106 shares; 2025Q4: 22,106 shares; 2026Q1: 22,173 shares; 2026Q2: 22,207 shares 22,207 $1.3M 0.06% +34 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,219 shares; 2025Q1: 1,243 shares; 2025Q2: 1,300 shares; 2025Q3: 1,304 shares; 2025Q4: 1,133 shares; 2026Q1: 1,125 shares; 2026Q2: 2,543 shares 2,543 $1.3M 0.06% +1,418 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,393 shares; 2025Q3: 27,390 shares; 2025Q4: 10,464 shares; 2026Q1: 22,495 shares; 2026Q2: 24,548 shares 24,548 $1.29M 0.06% +2,053 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 20,729 shares; 2025Q1: 20,729 shares; 2025Q2: 25,438 shares; 2025Q3: 25,656 shares; 2025Q4: 28,019 shares; 2026Q1: 25,810 shares; 2026Q2: 25,110 shares 25,110 $1.29M 0.06% -700 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,010 shares; 2025Q1: 967 shares; 2025Q2: 1,131 shares; 2025Q3: 1,002 shares; 2025Q4: 965 shares; 2026Q1: 858 shares; 2026Q2: 2,481 shares 2,481 $1.29M 0.06% +1,623 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,431 shares; 2026Q1: 5,695 shares; 2026Q2: 5,662 shares 5,662 $1.27M 0.06% -33 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 3,691 shares; 2026Q2: 5,344 shares 5,344 $1.26M 0.06% +1,653 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL 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: 17,329 shares; 2026Q2: 27,204 shares 27,204 $1.25M 0.06% +9,875 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: 54,336 shares; 2024Q4: 50,415 shares; 2025Q1: 47,907 shares; 2025Q2: 47,790 shares; 2025Q3: 43,630 shares; 2025Q4: 43,356 shares; 2026Q1: 53,887 shares; 2026Q2: 51,769 shares 51,769 $1.25M 0.06% -2,118 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,790 shares; 2026Q1: 20,662 shares; 2026Q2: 25,916 shares 25,916 $1.24M 0.06% +5,254 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; 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: 15,172 shares; 2026Q2: 17,667 shares 17,667 $1.24M 0.06% +2,495 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,942 shares; 2026Q2: 20,558 shares 20,558 $1.24M 0.06% +8,616 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,639 shares; 2024Q4: 34,918 shares; 2025Q1: not reported; 2025Q2: 36,743 shares; 2025Q3: 36,734 shares; 2025Q4: 35,575 shares; 2026Q1: 35,496 shares; 2026Q2: 35,355 shares 35,355 $1.23M 0.06% -141 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,188 shares; 2024Q4: 12,685 shares; 2025Q1: 11,445 shares; 2025Q2: 11,734 shares; 2025Q3: 10,470 shares; 2025Q4: 11,145 shares; 2026Q1: 11,145 shares; 2026Q2: 13,650 shares 13,650 $1.23M 0.06% +2,505 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares; 2026Q2: 5,005 shares 5,005 $1.23M 0.06% +1,002 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,432 shares; 2024Q4: 35,870 shares; 2025Q1: 35,823 shares; 2025Q2: 38,364 shares; 2025Q3: 39,382 shares; 2025Q4: 43,132 shares; 2026Q1: 45,278 shares; 2026Q2: 46,203 shares 46,203 $1.22M 0.06% +925 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,236 shares; 2024Q4: 6,309 shares; 2025Q1: 6,386 shares; 2025Q2: 6,335 shares; 2025Q3: 6,280 shares; 2025Q4: 6,142 shares; 2026Q1: 6,453 shares; 2026Q2: 11,014 shares 11,014 $1.21M 0.06% +4,561 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,820 shares; 2024Q4: 17,482 shares; 2025Q1: 20,825 shares; 2025Q2: 18,438 shares; 2025Q3: 18,203 shares; 2025Q4: 22,874 shares; 2026Q1: 22,886 shares; 2026Q2: 23,058 shares 23,058 $1.21M 0.06% +172 Timeline SPIB 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: 28,736 shares; 2024Q4: 31,153 shares; 2025Q1: 32,468 shares; 2025Q2: 34,348 shares; 2025Q3: 34,238 shares; 2025Q4: 35,981 shares; 2026Q1: 37,649 shares; 2026Q2: 36,083 shares 36,083 $1.21M 0.06% -1,566 Timeline PFFD 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: 21,156 shares; 2024Q4: 45,720 shares; 2025Q1: 47,406 shares; 2025Q2: 49,542 shares; 2025Q3: 50,934 shares; 2025Q4: 55,275 shares; 2026Q1: 59,371 shares; 2026Q2: 64,344 shares 64,344 $1.2M 0.06% +4,973 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: not reported; 2025Q1: 3,495 shares; 2025Q2: 3,566 shares; 2025Q3: not reported; 2025Q4: 3,132 shares; 2026Q1: not reported; 2026Q2: 14,600 shares 14,600 $1.2M 0.06% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,082 shares; 2024Q4: 5,270 shares; 2025Q1: 5,261 shares; 2025Q2: 5,668 shares; 2025Q3: 5,265 shares; 2025Q4: 5,001 shares; 2026Q1: 4,811 shares; 2026Q2: 9,359 shares 9,359 $1.18M 0.06% +4,548 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: 12,588 shares; 2024Q4: 13,665 shares; 2025Q1: not reported; 2025Q2: 20,630 shares; 2025Q3: 15,941 shares; 2025Q4: 24,995 shares; 2026Q1: 25,157 shares; 2026Q2: 26,000 shares 26,000 $1.18M 0.06% +843 Timeline PBW 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: 12,728 shares; 2024Q4: 11,193 shares; 2025Q1: not reported; 2025Q2: 25,507 shares; 2025Q3: 30,976 shares; 2025Q4: 31,019 shares; 2026Q1: 32,495 shares; 2026Q2: 29,707 shares 29,707 $1.16M 0.06% -2,788 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,295 shares; 2025Q3: 27,046 shares; 2025Q4: 30,580 shares; 2026Q1: 31,567 shares; 2026Q2: 31,596 shares 31,596 $1.15M 0.06% +29 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 6,854 shares; 2026Q2: 9,167 shares 9,167 $1.15M 0.06% +2,313 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,093 shares; 2024Q4: 18,007 shares; 2025Q1: 17,833 shares; 2025Q2: 17,541 shares; 2025Q3: 17,798 shares; 2025Q4: 17,708 shares; 2026Q1: 17,828 shares; 2026Q2: 18,228 shares 18,228 $1.13M 0.06% +400 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,948 shares; 2024Q4: 6,546 shares; 2025Q1: 2,582 shares; 2025Q2: 5,787 shares; 2025Q3: 5,647 shares; 2025Q4: 5,578 shares; 2026Q1: 5,967 shares; 2026Q2: 5,114 shares 5,114 $1.13M 0.06% -853 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: 8,236 shares; 2024Q4: not reported; 2025Q1: 5,970 shares; 2025Q2: 7,329 shares; 2025Q3: 7,443 shares; 2025Q4: 10,803 shares; 2026Q1: 10,775 shares; 2026Q2: 12,052 shares 12,052 $1.13M 0.06% +1,277 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,806 shares; 2024Q4: 12,840 shares; 2025Q1: not reported; 2025Q2: 17,555 shares; 2025Q3: 19,301 shares; 2025Q4: 18,964 shares; 2026Q1: 19,946 shares; 2026Q2: 18,220 shares 18,220 $1.12M 0.06% -1,726 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,777 shares; 2024Q4: 97,808 shares; 2025Q1: 12,878 shares; 2025Q2: 13,172 shares; 2025Q3: 12,060 shares; 2025Q4: 10,171 shares; 2026Q1: 5,854 shares; 2026Q2: 10,093 shares 10,093 $1.11M 0.06% +4,239 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,568 shares; 2024Q4: 6,568 shares; 2025Q1: 5,856 shares; 2025Q2: 18,005 shares; 2025Q3: 34,722 shares; 2025Q4: 18,204 shares; 2026Q1: 22,903 shares; 2026Q2: 21,502 shares 21,502 $1.11M 0.06% -1,401 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,262 shares; 2024Q4: 5,263 shares; 2025Q1: 5,255 shares; 2025Q2: 5,274 shares; 2025Q3: 5,150 shares; 2025Q4: 5,159 shares; 2026Q1: 5,156 shares; 2026Q2: 6,161 shares 6,161 $1.08M 0.05% +1,005 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 794 shares; 2025Q3: 793 shares; 2025Q4: 2,196 shares; 2026Q1: 2,979 shares; 2026Q2: 2,625 shares 2,625 $1.07M 0.05% -354 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,810 shares; 2026Q2: 28,947 shares 28,947 $1.06M 0.05% +10,137 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; 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: 78,075 shares; 2026Q2: 39,500 shares 39,500 $1.05M 0.05% -38,575 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,840 shares; 2024Q4: 8,117 shares; 2025Q1: 10,865 shares; 2025Q2: 13,034 shares; 2025Q3: 16,828 shares; 2025Q4: 54,899 shares; 2026Q1: 90,588 shares; 2026Q2: 17,761 shares 17,761 $1.05M 0.05% -72,827 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,758 shares; 2024Q4: 1,669 shares; 2025Q1: 1,539 shares; 2025Q2: 1,555 shares; 2025Q3: 1,593 shares; 2025Q4: 1,722 shares; 2026Q1: 1,917 shares; 2026Q2: 1,680 shares 1,680 $1.05M 0.05% -237 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,856 shares; 2026Q2: 6,460 shares 6,460 $1.05M 0.05% -396 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,704 shares; 2024Q4: 86,416 shares; 2025Q1: 101,703 shares; 2025Q2: 65,267 shares; 2025Q3: 61,613 shares; 2025Q4: 53,001 shares; 2026Q1: 52,748 shares; 2026Q2: 20,624 shares 20,624 $1.04M 0.05% -32,124 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: 11,448 shares; 2025Q1: 10,964 shares; 2025Q2: 11,575 shares; 2025Q3: 11,116 shares; 2025Q4: 11,024 shares; 2026Q1: 10,994 shares; 2026Q2: 10,766 shares 10,766 $1.03M 0.05% -228 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: 23,226 shares; 2024Q4: 23,538 shares; 2025Q1: 8,187 shares; 2025Q2: 11,850 shares; 2025Q3: 12,276 shares; 2025Q4: 12,821 shares; 2026Q1: 13,299 shares; 2026Q2: 12,431 shares 12,431 $1.03M 0.05% -868 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,186 shares; 2024Q4: 6,781 shares; 2025Q1: 15,766 shares; 2025Q2: 9,872 shares; 2025Q3: 10,453 shares; 2025Q4: 8,851 shares; 2026Q1: 9,432 shares; 2026Q2: 18,605 shares 18,605 $1.03M 0.05% +9,173 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,935 shares; 2025Q1: 2,938 shares; 2025Q2: 2,968 shares; 2025Q3: 2,942 shares; 2025Q4: 2,960 shares; 2026Q1: 7,036 shares; 2026Q2: 11,573 shares 11,573 $1.03M 0.05% +4,537 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,490 shares; 2024Q4: 23,931 shares; 2025Q1: 22,134 shares; 2025Q2: 22,848 shares; 2025Q3: 22,753 shares; 2025Q4: 22,676 shares; 2026Q1: 22,680 shares; 2026Q2: 22,520 shares 22,520 $1.03M 0.05% -160 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: 2,243 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,104 shares; 2025Q4: 2,227 shares; 2026Q1: 1,008 shares; 2026Q2: 1,445 shares 1,445 $1.02M 0.05% +437 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,745 shares; 2024Q4: 20,576 shares; 2025Q1: 20,559 shares; 2025Q2: 20,446 shares; 2025Q3: 20,458 shares; 2025Q4: 20,413 shares; 2026Q1: 20,684 shares; 2026Q2: 20,700 shares 20,700 $1.01M 0.05% +16 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER 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: 10,676 shares 10,676 $1M 0.05% new Timeline QQWZ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,094 shares; 2026Q2: 34,043 shares 34,043 $1M 0.05% +19,949 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: 15,455 shares; 2024Q4: 15,357 shares; 2025Q1: 13,503 shares; 2025Q2: 12,736 shares; 2025Q3: 12,753 shares; 2025Q4: 12,730 shares; 2026Q1: 16,956 shares; 2026Q2: 17,069 shares 17,069 $984K 0.05% +113 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: 1,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,643 shares; 2025Q4: 1,668 shares; 2026Q1: 1,582 shares; 2026Q2: 4,320 shares 4,320 $962K 0.05% +2,738 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,517 shares; 2024Q4: 9,518 shares; 2025Q1: 8,126 shares; 2025Q2: 8,579 shares; 2025Q3: 11,521 shares; 2025Q4: 11,699 shares; 2026Q1: 10,831 shares; 2026Q2: 8,689 shares 8,689 $957K 0.05% -2,142 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 5,144 shares; 2025Q1: not reported; 2025Q2: 17,116 shares; 2025Q3: 18,996 shares; 2025Q4: 9,204 shares; 2026Q1: 6,421 shares; 2026Q2: 6,543 shares 6,543 $957K 0.05% +122 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,270 shares 18,270 $946K 0.05% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,664 shares; 2024Q4: 9,665 shares; 2025Q1: 9,669 shares; 2025Q2: 9,675 shares; 2025Q3: 9,676 shares; 2025Q4: 9,678 shares; 2026Q1: 6,681 shares; 2026Q2: 3,466 shares 3,466 $941K 0.05% -3,215 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,611 shares; 2024Q4: 5,388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,608 shares; 2025Q4: 14,590 shares; 2026Q1: 14,592 shares; 2026Q2: 12,425 shares 12,425 $925K 0.05% -2,167 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,683 shares; 2024Q4: 4,685 shares; 2025Q1: 4,687 shares; 2025Q2: 7,664 shares; 2025Q3: 7,664 shares; 2025Q4: 8,349 shares; 2026Q1: 9,196 shares; 2026Q2: 11,308 shares 11,308 $917K 0.05% +2,112 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: 13,355 shares; 2024Q4: 12,440 shares; 2025Q1: 13,710 shares; 2025Q2: 14,338 shares; 2025Q3: 14,733 shares; 2025Q4: 13,759 shares; 2026Q1: 13,807 shares; 2026Q2: 12,675 shares 12,675 $912K 0.05% -1,132 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,247 shares; 2024Q4: 22,063 shares; 2025Q1: 23,067 shares; 2025Q2: 19,553 shares; 2025Q3: 19,069 shares; 2025Q4: 18,107 shares; 2026Q1: 17,966 shares; 2026Q2: 18,260 shares 18,260 $893K 0.04% +294 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,997 shares; 2025Q1: 6,348 shares; 2025Q2: 6,036 shares; 2025Q3: 5,665 shares; 2025Q4: 25,910 shares; 2026Q1: 28,502 shares; 2026Q2: 12,433 shares 12,433 $888K 0.04% -16,069 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,011 shares; 2024Q4: 33,824 shares; 2025Q1: 32,633 shares; 2025Q2: 32,260 shares; 2025Q3: 32,279 shares; 2025Q4: 30,897 shares; 2026Q1: 30,915 shares; 2026Q2: 33,830 shares 33,830 $878K 0.04% +2,915 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,807 shares; 2024Q4: 17,236 shares; 2025Q1: 10,938 shares; 2025Q2: 17,611 shares; 2025Q3: 17,657 shares; 2025Q4: 17,562 shares; 2026Q1: 17,523 shares; 2026Q2: 18,445 shares 18,445 $877K 0.04% +922 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,607 shares; 2024Q4: 40,636 shares; 2025Q1: 36,519 shares; 2025Q2: 46,335 shares; 2025Q3: 58,965 shares; 2025Q4: 59,362 shares; 2026Q1: 42,814 shares; 2026Q2: 38,638 shares 38,638 $875K 0.04% -4,176 Timeline SDY 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: 37,129 shares; 2024Q4: 36,952 shares; 2025Q1: 36,017 shares; 2025Q2: 5,855 shares; 2025Q3: 5,815 shares; 2025Q4: 5,752 shares; 2026Q1: 5,667 shares; 2026Q2: 5,724 shares 5,724 $871K 0.04% +57 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,566 shares; 2024Q4: 8,136 shares; 2025Q1: 5,213 shares; 2025Q2: 7,966 shares; 2025Q3: 7,591 shares; 2025Q4: 8,788 shares; 2026Q1: 9,723 shares; 2026Q2: 9,914 shares 9,914 $870K 0.04% +191 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,630 shares; 2024Q4: 21,691 shares; 2025Q1: 21,762 shares; 2025Q2: 21,828 shares; 2025Q3: 21,466 shares; 2025Q4: 21,525 shares; 2026Q1: 22,197 shares; 2026Q2: 21,218 shares 21,218 $861K 0.04% -979 Timeline ARTY 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: 11,227 shares 11,227 $855K 0.04% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,350 shares; 2024Q4: 17,753 shares; 2025Q1: 16,753 shares; 2025Q2: 16,840 shares; 2025Q3: 19,509 shares; 2025Q4: 19,570 shares; 2026Q1: 25,279 shares; 2026Q2: 21,841 shares 21,841 $853K 0.04% -3,438 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,676 shares; 2024Q4: 15,408 shares; 2025Q1: 15,753 shares; 2025Q2: 16,380 shares; 2025Q3: 16,478 shares; 2025Q4: 16,683 shares; 2026Q1: 17,661 shares; 2026Q2: 17,625 shares 17,625 $842K 0.04% -36 Timeline MLPA 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: 6,510 shares; 2024Q4: 5,910 shares; 2025Q1: 4,719 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 7,317 shares; 2026Q1: 7,317 shares; 2026Q2: 15,796 shares 15,796 $838K 0.04% +8,479 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: 1,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 907 shares; 2026Q1: 917 shares; 2026Q2: 3,458 shares 3,458 $838K 0.04% +2,541 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,814 shares; 2025Q1: 3,951 shares; 2025Q2: 3,998 shares; 2025Q3: 6,362 shares; 2025Q4: 3,340 shares; 2026Q1: 4,354 shares; 2026Q2: 5,139 shares 5,139 $830K 0.04% +785 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: 5,752 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 4,802 shares; 2025Q3: 4,513 shares; 2025Q4: 4,505 shares; 2026Q1: 4,506 shares; 2026Q2: 4,586 shares 4,586 $819K 0.04% +80 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,161 shares; 2024Q4: 11,623 shares; 2025Q1: 11,652 shares; 2025Q2: 12,975 shares; 2025Q3: 13,025 shares; 2025Q4: 13,694 shares; 2026Q1: 16,158 shares; 2026Q2: 18,342 shares 18,342 $816K 0.04% +2,184 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 18,558 shares; 2026Q2: 20,986 shares 20,986 $814K 0.04% +2,428 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: 28,738 shares; 2024Q4: 35,720 shares; 2025Q1: 31,347 shares; 2025Q2: 41,692 shares; 2025Q3: 37,616 shares; 2025Q4: 14,447 shares; 2026Q1: 14,071 shares; 2026Q2: 10,602 shares 10,602 $812K 0.04% -3,469 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: 6,920 shares; 2024Q4: 9,483 shares; 2025Q1: 7,564 shares; 2025Q2: 9,138 shares; 2025Q3: 10,249 shares; 2025Q4: 7,960 shares; 2026Q1: 9,081 shares; 2026Q2: 8,580 shares 8,580 $811K 0.04% -501 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,736 shares; 2024Q4: 27,191 shares; 2025Q1: 27,024 shares; 2025Q2: 32,548 shares; 2025Q3: 31,994 shares; 2025Q4: 34,772 shares; 2026Q1: 36,390 shares; 2026Q2: 41,856 shares 41,856 $800K 0.04% +5,466 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: 4,673 shares 4,673 $798K 0.04% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,023 shares; 2024Q4: 4,183 shares; 2025Q1: 5,700 shares; 2025Q2: 5,845 shares; 2025Q3: 4,526 shares; 2025Q4: 3,759 shares; 2026Q1: 1,515 shares; 2026Q2: 2,127 shares 2,127 $798K 0.04% +612 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,835 shares; 2024Q4: 5,755 shares; 2025Q1: not reported; 2025Q2: 4,240 shares; 2025Q3: 3,521 shares; 2025Q4: 3,475 shares; 2026Q1: 3,476 shares; 2026Q2: 8,433 shares 8,433 $797K 0.04% +4,957 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,645 shares; 2024Q4: 9,483 shares; 2025Q1: 6,749 shares; 2025Q2: 11,057 shares; 2025Q3: 10,653 shares; 2025Q4: 10,910 shares; 2026Q1: 10,642 shares; 2026Q2: 10,266 shares 10,266 $796K 0.04% -376 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,285 shares; 2024Q4: 8,920 shares; 2025Q1: 12,419 shares; 2025Q2: 13,340 shares; 2025Q3: 12,680 shares; 2025Q4: 12,797 shares; 2026Q1: 13,331 shares; 2026Q2: 15,159 shares 15,159 $795K 0.04% +1,828 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,374 shares; 2024Q4: 11,152 shares; 2025Q1: 11,152 shares; 2025Q2: 21,248 shares; 2025Q3: 25,195 shares; 2025Q4: 16,953 shares; 2026Q1: 20,870 shares; 2026Q2: 15,655 shares 15,655 $792K 0.04% -5,215 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: 21,597 shares; 2024Q4: 21,802 shares; 2025Q1: 21,002 shares; 2025Q2: 23,076 shares; 2025Q3: 23,296 shares; 2025Q4: 23,519 shares; 2026Q1: 18,603 shares; 2026Q2: 21,402 shares 21,402 $787K 0.04% +2,799 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,435 shares; 2024Q4: 14,964 shares; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 10,304 shares; 2025Q4: 8,592 shares; 2026Q1: 8,150 shares; 2026Q2: 8,094 shares 8,094 $779K 0.04% -56 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,405 shares 10,405 $779K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 4,788 shares; 2025Q3: 4,111 shares; 2025Q4: 3,538 shares; 2026Q1: 3,537 shares; 2026Q2: 4,374 shares 4,374 $771K 0.04% +837 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,469 shares; 2025Q1: 4,285 shares; 2025Q2: 4,990 shares; 2025Q3: 5,186 shares; 2025Q4: 5,022 shares; 2026Q1: 4,283 shares; 2026Q2: 4,261 shares 4,261 $771K 0.04% -22 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,173 shares 16,173 $767K 0.04% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,681 shares; 2024Q4: 26,677 shares; 2025Q1: 26,689 shares; 2025Q2: 26,721 shares; 2025Q3: 26,781 shares; 2025Q4: 26,799 shares; 2026Q1: 26,745 shares; 2026Q2: 26,771 shares 26,771 $765K 0.04% +26 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,773 shares; 2024Q4: 8,737 shares; 2025Q1: 8,856 shares; 2025Q2: 9,642 shares; 2025Q3: 10,037 shares; 2025Q4: 10,335 shares; 2026Q1: 11,513 shares; 2026Q2: 11,576 shares 11,576 $749K 0.04% +63 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,756 shares; 2024Q4: 42,435 shares; 2025Q1: not reported; 2025Q2: 41,807 shares; 2025Q3: 41,278 shares; 2025Q4: 43,173 shares; 2026Q1: 44,714 shares; 2026Q2: 40,810 shares 40,810 $746K 0.04% -3,904 Timeline SPHY 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: 77,779 shares; 2024Q4: 80,156 shares; 2025Q1: 12,905 shares; 2025Q2: 14,205 shares; 2025Q3: 26,644 shares; 2025Q4: 28,096 shares; 2026Q1: 29,234 shares; 2026Q2: 31,788 shares 31,788 $745K 0.04% +2,554 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,563 shares; 2024Q4: 2,528 shares; 2025Q1: 2,410 shares; 2025Q2: 2,134 shares; 2025Q3: 2,144 shares; 2025Q4: 2,103 shares; 2026Q1: 2,492 shares; 2026Q2: 2,485 shares 2,485 $741K 0.04% -7 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,752 shares; 2024Q4: 19,782 shares; 2025Q1: 18,343 shares; 2025Q2: 16,715 shares; 2025Q3: 16,360 shares; 2025Q4: 14,662 shares; 2026Q1: 13,588 shares; 2026Q2: 13,623 shares 13,623 $736K 0.04% +35 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,987 shares; 2024Q4: 6,465 shares; 2025Q1: 7,962 shares; 2025Q2: 8,035 shares; 2025Q3: 14,242 shares; 2025Q4: 6,321 shares; 2026Q1: 14,927 shares; 2026Q2: 15,085 shares 15,085 $733K 0.04% +158 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,662 shares; 2024Q4: 3,661 shares; 2025Q1: 3,684 shares; 2025Q2: 3,625 shares; 2025Q3: 3,394 shares; 2025Q4: 3,262 shares; 2026Q1: 3,258 shares; 2026Q2: 3,335 shares 3,335 $729K 0.04% +77 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,033 shares; 2024Q4: 7,218 shares; 2025Q1: 7,661 shares; 2025Q2: 7,915 shares; 2025Q3: 8,021 shares; 2025Q4: 8,013 shares; 2026Q1: 7,417 shares; 2026Q2: 6,491 shares 6,491 $728K 0.04% -926 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,172 shares; 2024Q4: 8,911 shares; 2025Q1: 8,928 shares; 2025Q2: 9,737 shares; 2025Q3: 9,452 shares; 2025Q4: 9,126 shares; 2026Q1: 9,028 shares; 2026Q2: 13,069 shares 13,069 $726K 0.04% +4,041 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: 1,210 shares; 2024Q4: 1,198 shares; 2025Q1: 1,196 shares; 2025Q2: 1,332 shares; 2025Q3: 1,331 shares; 2025Q4: 1,325 shares; 2026Q1: 1,308 shares; 2026Q2: 2,492 shares 2,492 $724K 0.04% +1,184 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 565 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 590 shares; 2025Q4: 276 shares; 2026Q1: 277 shares; 2026Q2: 2,352 shares 2,352 $710K 0.04% +2,075 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,570 shares; 2025Q1: 3,448 shares; 2025Q2: 3,426 shares; 2025Q3: 3,418 shares; 2025Q4: 3,461 shares; 2026Q1: 3,288 shares; 2026Q2: 3,386 shares 3,386 $708K 0.04% +98 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,587 shares; 2024Q4: 6,223 shares; 2025Q1: 5,860 shares; 2025Q2: 6,265 shares; 2025Q3: 6,951 shares; 2025Q4: 7,042 shares; 2026Q1: 6,901 shares; 2026Q2: 6,759 shares 6,759 $703K 0.04% -142 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,664 shares; 2026Q2: 13,845 shares 13,845 $697K 0.03% +3,181 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,529 shares; 2025Q1: 3,158 shares; 2025Q2: 4,219 shares; 2025Q3: 4,252 shares; 2025Q4: 4,255 shares; 2026Q1: 5,021 shares; 2026Q2: 5,633 shares 5,633 $670K 0.03% +612 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: 2,636 shares; 2025Q1: not reported; 2025Q2: 5,857 shares; 2025Q3: 8,452 shares; 2025Q4: 1,068 shares; 2026Q1: not reported; 2026Q2: 2,625 shares 2,625 $668K 0.03% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,811 shares; 2025Q1: 3,810 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,825 shares; 2026Q1: 3,810 shares; 2026Q2: 3,824 shares 3,824 $664K 0.03% +14 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,273 shares; 2026Q2: 3,458 shares 3,458 $656K 0.03% -815 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,587 shares 5,587 $655K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,832 shares; 2024Q4: 8,173 shares; 2025Q1: not reported; 2025Q2: 6,232 shares; 2025Q3: 4,205 shares; 2025Q4: 3,514 shares; 2026Q1: 3,873 shares; 2026Q2: 4,020 shares 4,020 $651K 0.03% +147 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 3,876 shares; 2025Q1: 3,883 shares; 2025Q2: 3,774 shares; 2025Q3: 3,779 shares; 2025Q4: 3,666 shares; 2026Q1: 3,668 shares; 2026Q2: 3,670 shares 3,670 $648K 0.03% +2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,338 shares; 2025Q1: 4,963 shares; 2025Q2: 4,706 shares; 2025Q3: 4,240 shares; 2025Q4: 3,553 shares; 2026Q1: 4,028 shares; 2026Q2: 4,263 shares 4,263 $646K 0.03% +235 Timeline EWJ 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: 7,502 shares; 2025Q3: 7,724 shares; 2025Q4: 8,601 shares; 2026Q1: 7,184 shares; 2026Q2: 6,905 shares 6,905 $644K 0.03% -279 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,046 shares; 2025Q2: 4,057 shares; 2025Q3: 4,063 shares; 2025Q4: 4,056 shares; 2026Q1: 4,036 shares; 2026Q2: 4,043 shares 4,043 $642K 0.03% +7 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,213 shares; 2025Q1: 2,228 shares; 2025Q2: 2,170 shares; 2025Q3: 1,677 shares; 2025Q4: 1,735 shares; 2026Q1: 1,707 shares; 2026Q2: 1,750 shares 1,750 $640K 0.03% +43 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,330 shares; 2024Q4: 11,537 shares; 2025Q1: 11,949 shares; 2025Q2: 11,529 shares; 2025Q3: 11,600 shares; 2025Q4: 10,997 shares; 2026Q1: 10,794 shares; 2026Q2: 9,878 shares 9,878 $638K 0.03% -916 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,166 shares 19,166 $637K 0.03% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,680 shares; 2024Q4: 12,439 shares; 2025Q1: not reported; 2025Q2: 6,912 shares; 2025Q3: 6,916 shares; 2025Q4: 6,908 shares; 2026Q1: 6,557 shares; 2026Q2: 6,202 shares 6,202 $634K 0.03% -355 Timeline XAR 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: 918 shares; 2025Q4: 1,060 shares; 2026Q1: 1,097 shares; 2026Q2: 2,214 shares 2,214 $628K 0.03% +1,117 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 1,121 shares; 2025Q1: not reported; 2025Q2: 6,373 shares; 2025Q3: 1,123 shares; 2025Q4: 1,154 shares; 2026Q1: 1,137 shares; 2026Q2: 985 shares 985 $625K 0.03% -152 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,218 shares; 2025Q1: 1,336 shares; 2025Q2: 1,317 shares; 2025Q3: 1,929 shares; 2025Q4: 1,886 shares; 2026Q1: 1,871 shares; 2026Q2: 1,843 shares 1,843 $624K 0.03% -28 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,087 shares; 2024Q4: 3,866 shares; 2025Q1: 3,858 shares; 2025Q2: 3,858 shares; 2025Q3: 3,858 shares; 2025Q4: 4,054 shares; 2026Q1: 2,801 shares; 2026Q2: 3,074 shares 3,074 $615K 0.03% +273 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,817 shares 21,817 $612K 0.03% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 20,832 shares 20,832 $611K 0.03% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,952 shares; 2024Q4: 10,242 shares; 2025Q1: 13,790 shares; 2025Q2: 6,627 shares; 2025Q3: 6,462 shares; 2025Q4: 5,711 shares; 2026Q1: 5,805 shares; 2026Q2: 12,066 shares 12,066 $611K 0.03% +6,261 Timeline ARKW 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: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 3,866 shares; 2025Q2: 4,105 shares; 2025Q3: 4,105 shares; 2025Q4: 4,105 shares; 2026Q1: 4,105 shares; 2026Q2: 4,168 shares 4,168 $604K 0.03% +63 Timeline EWZ 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: 24,732 shares; 2025Q3: 18,013 shares; 2025Q4: 18,410 shares; 2026Q1: 99,360 shares; 2026Q2: 17,328 shares 17,328 $598K 0.03% -82,032 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: 9,244 shares; 2024Q4: 10,904 shares; 2025Q1: not reported; 2025Q2: 13,142 shares; 2025Q3: 13,866 shares; 2025Q4: 14,475 shares; 2026Q1: 11,130 shares; 2026Q2: 17,856 shares 17,856 $594K 0.03% +6,726 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,498 shares; 2024Q4: 38,588 shares; 2025Q1: 37,505 shares; 2025Q2: 42,958 shares; 2025Q3: 40,963 shares; 2025Q4: 42,215 shares; 2026Q1: 43,816 shares; 2026Q2: 48,393 shares 48,393 $582K 0.03% +4,577 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 842 shares; 2025Q1: 1,033 shares; 2025Q2: 1,010 shares; 2025Q3: 888 shares; 2025Q4: 644 shares; 2026Q1: 650 shares; 2026Q2: 1,138 shares 1,138 $580K 0.03% +488 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: 65,498 shares; 2024Q4: 68,738 shares; 2025Q1: 8,281 shares; 2025Q2: 10,426 shares; 2025Q3: 10,013 shares; 2025Q4: 8,916 shares; 2026Q1: 7,308 shares; 2026Q2: 7,308 shares 7,308 $578K 0.03% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 4,130 shares; 2025Q1: 5,759 shares; 2025Q2: 10,064 shares; 2025Q3: 12,262 shares; 2025Q4: 3,629 shares; 2026Q1: 3,341 shares; 2026Q2: 3,349 shares 3,349 $570K 0.03% +8 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,419 shares; 2024Q4: 9,152 shares; 2025Q1: 12,614 shares; 2025Q2: 13,418 shares; 2025Q3: 13,420 shares; 2025Q4: 13,421 shares; 2026Q1: 13,422 shares; 2026Q2: 13,333 shares 13,333 $565K 0.03% -89 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,662 shares 3,662 $565K 0.03% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,095 shares; 2024Q4: 2,095 shares; 2025Q1: 2,080 shares; 2025Q2: 2,169 shares; 2025Q3: 2,185 shares; 2025Q4: 2,102 shares; 2026Q1: 2,104 shares; 2026Q2: 2,102 shares 2,102 $564K 0.03% -2 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: 8,500 shares; 2026Q1: 7,000 shares; 2026Q2: 10,543 shares 10,543 $561K 0.03% +3,543 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 22,087 shares; 2025Q1: 20,230 shares; 2025Q2: 20,538 shares; 2025Q3: 19,715 shares; 2025Q4: 19,046 shares; 2026Q1: 18,815 shares; 2026Q2: 19,035 shares 19,035 $560K 0.03% +220 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,860 shares; 2025Q1: 2,963 shares; 2025Q2: 3,521 shares; 2025Q3: 3,138 shares; 2025Q4: 26,005 shares; 2026Q1: 10,215 shares; 2026Q2: 11,020 shares 11,020 $560K 0.03% +805 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,411 shares 5,411 $556K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,152 shares; 2024Q4: 30,627 shares; 2025Q1: 25,324 shares; 2025Q2: 26,353 shares; 2025Q3: 24,832 shares; 2025Q4: 25,004 shares; 2026Q1: 24,563 shares; 2026Q2: 22,659 shares 22,659 $556K 0.03% -1,904 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,966 shares; 2024Q4: 21,385 shares; 2025Q1: 14,885 shares; 2025Q2: 24,972 shares; 2025Q3: 23,838 shares; 2025Q4: 14,929 shares; 2026Q1: 15,138 shares; 2026Q2: 13,235 shares 13,235 $553K 0.03% -1,903 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,954 shares; 2024Q4: 6,958 shares; 2025Q1: 6,683 shares; 2025Q2: 6,961 shares; 2025Q3: 7,025 shares; 2025Q4: 10,283 shares; 2026Q1: 12,988 shares; 2026Q2: 12,988 shares 12,988 $553K 0.03% 0 Timeline CBT CABOT CORP More: the full row for CABOT 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: 10,220 shares; 2026Q2: 6,086 shares 6,086 $553K 0.03% -4,134 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares; 2026Q2: 2,553 shares 2,553 $552K 0.03% +1,412 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: 4,009 shares; 2024Q4: 5,026 shares; 2025Q1: 4,777 shares; 2025Q2: 3,492 shares; 2025Q3: 3,448 shares; 2025Q4: 2,799 shares; 2026Q1: 2,719 shares; 2026Q2: 3,027 shares 3,027 $548K 0.03% +308 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,803 shares; 2024Q4: 72,848 shares; 2025Q1: 73,102 shares; 2025Q2: 75,277 shares; 2025Q3: 77,135 shares; 2025Q4: 64,300 shares; 2026Q1: 62,750 shares; 2026Q2: 58,258 shares 58,258 $547K 0.03% -4,492 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,209 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,529 shares; 2025Q3: 3,563 shares; 2025Q4: 3,343 shares; 2026Q1: 3,305 shares; 2026Q2: 3,491 shares 3,491 $547K 0.03% +186 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: 15,601 shares; 2024Q4: 13,721 shares; 2025Q1: 9,729 shares; 2025Q2: 6,172 shares; 2025Q3: 5,003 shares; 2025Q4: not reported; 2026Q1: 5,538 shares; 2026Q2: 8,212 shares 8,212 $546K 0.03% +2,674 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916 shares; 2024Q4: 1,774 shares; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,555 shares; 2026Q1: 1,408 shares; 2026Q2: 2,865 shares 2,865 $545K 0.03% +1,457 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,255 shares; 2025Q1: not reported; 2025Q2: 3,532 shares; 2025Q3: 3,402 shares; 2025Q4: 3,225 shares; 2026Q1: 3,519 shares; 2026Q2: 3,473 shares 3,473 $544K 0.03% -46 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: 5,222 shares; 2024Q4: 3,257 shares; 2025Q1: 3,241 shares; 2025Q2: 3,242 shares; 2025Q3: 3,029 shares; 2025Q4: 4,270 shares; 2026Q1: 5,462 shares; 2026Q2: 6,248 shares 6,248 $543K 0.03% +786 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,096 shares; 2025Q1: 53,789 shares; 2025Q2: 49,860 shares; 2025Q3: 49,538 shares; 2025Q4: 38,982 shares; 2026Q1: 44,883 shares; 2026Q2: 5,071 shares 5,071 $541K 0.03% -39,812 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 7,080 shares; 2026Q2: 7,965 shares 7,965 $536K 0.03% +885 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,416 shares; 2024Q4: 28,123 shares; 2025Q1: 26,811 shares; 2025Q2: 31,991 shares; 2025Q3: 32,004 shares; 2025Q4: 31,798 shares; 2026Q1: 31,791 shares; 2026Q2: 17,409 shares 17,409 $533K 0.03% -14,382 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,890 shares; 2025Q2: 4,947 shares; 2025Q3: 4,972 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,046 shares 12,046 $533K 0.03% new Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,276 shares; 2025Q4: 18,734 shares; 2026Q1: 18,732 shares; 2026Q2: 19,118 shares 19,118 $530K 0.03% +386 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,452 shares; 2024Q4: 28,448 shares; 2025Q1: not reported; 2025Q2: 28,398 shares; 2025Q3: 28,518 shares; 2025Q4: 28,534 shares; 2026Q1: 28,545 shares; 2026Q2: 23,934 shares 23,934 $528K 0.03% -4,611 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: 5,473 shares; 2024Q4: 8,664 shares; 2025Q1: 8,806 shares; 2025Q2: 8,294 shares; 2025Q3: 6,813 shares; 2025Q4: 6,295 shares; 2026Q1: 6,174 shares; 2026Q2: 6,376 shares 6,376 $527K 0.03% +202 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,498 shares; 2025Q1: not reported; 2025Q2: 1,557 shares; 2025Q3: 1,547 shares; 2025Q4: 1,527 shares; 2026Q1: 2,891 shares; 2026Q2: 1,478 shares 1,478 $524K 0.03% -1,413 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 3,223 shares; 2025Q4: 3,220 shares; 2026Q1: 3,243 shares; 2026Q2: 6,833 shares 6,833 $522K 0.03% +3,590 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 2,505 shares; 2025Q4: 1,672 shares; 2026Q1: 1,086 shares; 2026Q2: 1,064 shares 1,064 $522K 0.03% -22 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,746 shares; 2024Q4: 1,689 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,719 shares; 2025Q4: 1,422 shares; 2026Q1: 1,418 shares; 2026Q2: 1,576 shares 1,576 $520K 0.03% +158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,876 shares; 2025Q1: 3,588 shares; 2025Q2: 3,182 shares; 2025Q3: 3,090 shares; 2025Q4: 3,326 shares; 2026Q1: 4,085 shares; 2026Q2: 3,047 shares 3,047 $515K 0.03% -1,038 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,164 shares; 2025Q1: 1,165 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,376 shares; 2026Q1: 1,415 shares; 2026Q2: 1,699 shares 1,699 $508K 0.03% +284 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,230 shares; 2025Q2: 31,136 shares; 2025Q3: 34,612 shares; 2025Q4: 13,038 shares; 2026Q1: 14,133 shares; 2026Q2: 11,723 shares 11,723 $505K 0.03% -2,410 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: 1,958 shares; 2024Q4: 1,475 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 988 shares; 2025Q4: 926 shares; 2026Q1: 891 shares; 2026Q2: 1,279 shares 1,279 $504K 0.03% +388 Timeline VPL 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: 5,559 shares; 2024Q4: 4,934 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,675 shares; 2025Q4: 4,354 shares; 2026Q1: 4,318 shares; 2026Q2: 4,318 shares 4,318 $500K 0.02% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,770 shares; 2025Q4: 42,937 shares; 2026Q1: 39,882 shares; 2026Q2: 8,338 shares 8,338 $498K 0.02% -31,544 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 791 shares; 2026Q2: 1,027 shares 1,027 $497K 0.02% +236 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,410 shares; 2025Q4: 6,940 shares; 2026Q1: 20,104 shares; 2026Q2: 7,260 shares 7,260 $496K 0.02% -12,844 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,351 shares; 2024Q4: 23,043 shares; 2025Q1: 18,955 shares; 2025Q2: 21,300 shares; 2025Q3: 21,149 shares; 2025Q4: 17,721 shares; 2026Q1: 17,729 shares; 2026Q2: 17,048 shares 17,048 $494K 0.02% -681 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,978 shares; 2024Q4: 63,914 shares; 2025Q1: 3,337 shares; 2025Q2: 6,400 shares; 2025Q3: 6,478 shares; 2025Q4: 6,390 shares; 2026Q1: 6,365 shares; 2026Q2: 5,996 shares 5,996 $493K 0.02% -369 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,386 shares; 2024Q4: 9,593 shares; 2025Q1: 8,592 shares; 2025Q2: 14,858 shares; 2025Q3: 15,099 shares; 2025Q4: 16,908 shares; 2026Q1: 14,652 shares; 2026Q2: 16,757 shares 16,757 $485K 0.02% +2,105 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,349 shares; 2025Q3: 20,188 shares; 2025Q4: 13,291 shares; 2026Q1: 13,065 shares; 2026Q2: 13,129 shares 13,129 $482K 0.02% +64 Timeline SCHH 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: 21,137 shares; 2024Q4: 18,731 shares; 2025Q1: not reported; 2025Q2: 19,375 shares; 2025Q3: 19,756 shares; 2025Q4: 19,452 shares; 2026Q1: 19,440 shares; 2026Q2: 20,343 shares 20,343 $482K 0.02% +903 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,725 shares; 2024Q4: 19,720 shares; 2025Q1: 16,411 shares; 2025Q2: 16,477 shares; 2025Q3: 16,461 shares; 2025Q4: 16,510 shares; 2026Q1: 16,535 shares; 2026Q2: 16,553 shares 16,553 $478K 0.02% +18 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 17,708 shares; 2025Q2: 18,147 shares; 2025Q3: 18,147 shares; 2025Q4: 16,459 shares; 2026Q1: 16,459 shares; 2026Q2: 17,328 shares 17,328 $476K 0.02% +869 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,704 shares; 2024Q4: 61,280 shares; 2025Q1: 42,033 shares; 2025Q2: 39,652 shares; 2025Q3: 40,454 shares; 2025Q4: 36,835 shares; 2026Q1: 40,503 shares; 2026Q2: 41,504 shares 41,504 $473K 0.02% +1,001 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: 27,969 shares; 2024Q4: 36,992 shares; 2025Q1: 39,273 shares; 2025Q2: 31,966 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,446 shares; 2026Q2: 7,687 shares 7,687 $472K 0.02% +3,241 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,939 shares; 2025Q4: 5,836 shares; 2026Q1: 7,465 shares; 2026Q2: 7,072 shares 7,072 $470K 0.02% -393 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares 1,031 $467K 0.02% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,255 shares; 2025Q4: 5,220 shares; 2026Q1: 5,670 shares; 2026Q2: 4,895 shares 4,895 $465K 0.02% -775 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,999 shares; 2026Q2: 8,168 shares 8,168 $461K 0.02% +4,169 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,529 shares 7,529 $459K 0.02% new Timeline SCJ 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: 12,684 shares; 2025Q1: 12,684 shares; 2025Q2: 11,773 shares; 2025Q3: 11,664 shares; 2025Q4: 11,502 shares; 2026Q1: 9,268 shares; 2026Q2: 4,335 shares 4,335 $457K 0.02% -4,933 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,315 shares; 2026Q2: 4,192 shares 4,192 $457K 0.02% +1,877 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,861 shares; 2025Q3: 1,790 shares; 2025Q4: 3,013 shares; 2026Q1: 2,047 shares; 2026Q2: 931 shares 931 $450K 0.02% -1,116 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 2,200 shares; 2025Q1: 2,438 shares; 2025Q2: 2,673 shares; 2025Q3: 2,687 shares; 2025Q4: 2,700 shares; 2026Q1: 3,751 shares; 2026Q2: 4,061 shares 4,061 $448K 0.02% +310 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,308 shares; 2024Q4: 15,087 shares; 2025Q1: 14,068 shares; 2025Q2: 13,976 shares; 2025Q3: 14,440 shares; 2025Q4: 14,214 shares; 2026Q1: 14,453 shares; 2026Q2: 13,954 shares 13,954 $446K 0.02% -499 Timeline IUSG 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: 3,455 shares; 2025Q3: 5,382 shares; 2025Q4: 5,299 shares; 2026Q1: 4,596 shares; 2026Q2: 2,342 shares 2,342 $441K 0.02% -2,254 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 5,801 shares; 2025Q1: 6,241 shares; 2025Q2: 8,285 shares; 2025Q3: 10,014 shares; 2025Q4: 4,550 shares; 2026Q1: 4,127 shares; 2026Q2: 4,386 shares 4,386 $440K 0.02% +259 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 72 shares; 2026Q1: 63 shares; 2026Q2: 2,458 shares 2,458 $438K 0.02% +2,395 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,870 shares; 2025Q3: 6,471 shares; 2025Q4: 6,549 shares; 2026Q1: 6,448 shares; 2026Q2: 6,459 shares 6,459 $436K 0.02% +11 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,394 shares; 2024Q4: 5,390 shares; 2025Q1: 5,398 shares; 2025Q2: 5,425 shares; 2025Q3: 5,529 shares; 2025Q4: 5,529 shares; 2026Q1: 5,521 shares; 2026Q2: 5,530 shares 5,530 $433K 0.02% +9 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 5,203 shares; 2025Q3: 5,145 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares; 2026Q2: 4,398 shares 4,398 $433K 0.02% -687 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,179 shares; 2024Q4: 86,815 shares; 2025Q1: 53,193 shares; 2025Q2: 100,257 shares; 2025Q3: 103,110 shares; 2025Q4: 96,991 shares; 2026Q1: 88,168 shares; 2026Q2: 88,454 shares 88,454 $428K 0.02% +286 Timeline PDP 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: 4,021 shares; 2024Q4: 4,001 shares; 2025Q1: 2,685 shares; 2025Q2: 3,198 shares; 2025Q3: 3,177 shares; 2025Q4: 2,857 shares; 2026Q1: 2,807 shares; 2026Q2: 2,807 shares 2,807 $426K 0.02% 0 Timeline DPG DUFF & PHELPS UTLITY AND INF More: the full row for DUFF & PHELPS UTLITY AND INF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,670 shares; 2025Q1: 16,766 shares; 2025Q2: 21,281 shares; 2025Q3: 27,009 shares; 2025Q4: 27,291 shares; 2026Q1: 35,712 shares; 2026Q2: 28,678 shares 28,678 $426K 0.02% -7,034 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,099 shares; 2025Q2: 2,910 shares; 2025Q3: 2,858 shares; 2025Q4: 2,894 shares; 2026Q1: 2,594 shares; 2026Q2: 2,574 shares 2,574 $424K 0.02% -20 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,545 shares; 2025Q1: 41,434 shares; 2025Q2: 21,644 shares; 2025Q3: 18,966 shares; 2025Q4: 1,825 shares; 2026Q1: 2,272 shares; 2026Q2: 2,472 shares 2,472 $420K 0.02% +200 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,023 shares; 2024Q4: 16,463 shares; 2025Q1: 15,997 shares; 2025Q2: 15,212 shares; 2025Q3: 14,618 shares; 2025Q4: 13,176 shares; 2026Q1: 11,101 shares; 2026Q2: 10,879 shares 10,879 $416K 0.02% -222 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: not reported; 2025Q1: 814 shares; 2025Q2: 942 shares; 2025Q3: 944 shares; 2025Q4: 960 shares; 2026Q1: 1,330 shares; 2026Q2: 1,487 shares 1,487 $414K 0.02% +157 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,828 shares; 2026Q2: 5,852 shares 5,852 $409K 0.02% +2,024 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,017 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 866 shares; 2025Q4: 869 shares; 2026Q1: 842 shares; 2026Q2: 1,000 shares 1,000 $407K 0.02% +158 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares 560 $403K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,829 shares; 2024Q4: 49,933 shares; 2025Q1: not reported; 2025Q2: 43,014 shares; 2025Q3: 37,198 shares; 2025Q4: 1,841 shares; 2026Q1: 1,648 shares; 2026Q2: 934 shares 934 $403K 0.02% -714 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,615 shares; 2024Q4: 29,303 shares; 2025Q1: 33,504 shares; 2025Q2: 11,152 shares; 2025Q3: 7,968 shares; 2025Q4: 6,717 shares; 2026Q1: 6,122 shares; 2026Q2: 8,153 shares 8,153 $403K 0.02% +2,031 Timeline GGOV 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: 8,010 shares 8,010 $403K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,750 shares; 2026Q2: 4,880 shares 4,880 $402K 0.02% -870 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 3,065 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares; 2026Q2: 4,130 shares 4,130 $400K 0.02% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,896 shares; 2024Q4: 8,896 shares; 2025Q1: 10,883 shares; 2025Q2: 10,883 shares; 2025Q3: 10,883 shares; 2025Q4: 10,883 shares; 2026Q1: 10,883 shares; 2026Q2: 15,560 shares 15,560 $399K 0.02% +4,677 Timeline CERY 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: 11,817 shares; 2026Q2: 11,862 shares 11,862 $397K 0.02% +45 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,858 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,995 shares; 2026Q1: 4,780 shares; 2026Q2: 5,175 shares 5,175 $396K 0.02% +395 Timeline VMBS 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: 5,149 shares; 2024Q4: 4,913 shares; 2025Q1: 5,024 shares; 2025Q2: 7,919 shares; 2025Q3: 10,402 shares; 2025Q4: 10,749 shares; 2026Q1: 10,817 shares; 2026Q2: 8,346 shares 8,346 $391K 0.02% -2,471 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 270 shares; 2025Q1: 261 shares; 2025Q2: 2,791 shares; 2025Q3: 2,529 shares; 2025Q4: 3,784 shares; 2026Q1: 4,464 shares; 2026Q2: 4,240 shares 4,240 $390K 0.02% -224 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,319 shares; 2024Q4: 88,489 shares; 2025Q1: 76,748 shares; 2025Q2: 71,810 shares; 2025Q3: 69,252 shares; 2025Q4: 69,702 shares; 2026Q1: 69,683 shares; 2026Q2: 19,202 shares 19,202 $387K 0.02% -50,481 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $387K 0.02% 0 Timeline