IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,742 shares; 2024Q4: 24,853 shares; 2025Q1: 17,900 shares; 2025Q2: 18,320 shares; 2025Q3: 19,606 shares; 2025Q4: 20,050 shares; 2026Q1: 20,197 shares; 2026Q2: 20,659 shares 20,659 $15.5M 13.74% +462 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: 10,283 shares; 2024Q4: 9,708 shares; 2025Q1: 9,147 shares; 2025Q2: 10,058 shares; 2025Q3: 9,724 shares; 2025Q4: 10,027 shares; 2026Q1: 9,922 shares; 2026Q2: 9,580 shares 9,580 $7.06M 6.26% -342 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: 16,737 shares; 2024Q4: 16,902 shares; 2025Q1: 16,524 shares; 2025Q2: 16,524 shares; 2025Q3: 16,577 shares; 2025Q4: 16,580 shares; 2026Q1: 16,581 shares; 2026Q2: 16,450 shares 16,450 $5.66M 5.02% -131 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: 14,838 shares; 2024Q4: 13,299 shares; 2025Q1: 7,559 shares; 2025Q2: 7,690 shares; 2025Q3: 7,507 shares; 2025Q4: 7,353 shares; 2026Q1: 6,976 shares; 2026Q2: 7,006 shares 7,006 $5.23M 4.65% +30 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: 14,077 shares; 2024Q4: 13,329 shares; 2025Q1: 12,561 shares; 2025Q2: 12,511 shares; 2025Q3: 12,532 shares; 2025Q4: 12,735 shares; 2026Q1: 12,737 shares; 2026Q2: 12,526 shares 12,526 $3.8M 3.37% -211 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: 6,099 shares; 2024Q4: 6,102 shares; 2025Q1: 6,153 shares; 2025Q2: 6,156 shares; 2025Q3: 6,169 shares; 2025Q4: 6,089 shares; 2026Q1: 6,529 shares; 2026Q2: 7,041 shares 7,041 $3.68M 3.27% +512 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: 11,172 shares; 2024Q4: 11,281 shares; 2025Q1: 11,240 shares; 2025Q2: 11,340 shares; 2025Q3: 11,382 shares; 2025Q4: 11,393 shares; 2026Q1: 11,104 shares; 2026Q2: 43,598 shares 43,598 $3.51M 3.12% +32,494 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: 11,359 shares; 2024Q4: 9,779 shares; 2025Q1: 7,081 shares; 2025Q2: 7,198 shares; 2025Q3: 7,077 shares; 2025Q4: 14,157 shares; 2026Q1: 14,242 shares; 2026Q2: 14,863 shares 14,863 $2.83M 2.51% +621 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: 41,111 shares; 2024Q4: 31,855 shares; 2025Q1: 10,941 shares; 2025Q2: 9,565 shares; 2025Q3: 9,546 shares; 2025Q4: 9,223 shares; 2026Q1: 9,270 shares; 2026Q2: 8,957 shares 8,957 $2.59M 2.3% -313 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: 15,764 shares; 2024Q4: 15,327 shares; 2025Q1: 15,346 shares; 2025Q2: 15,365 shares; 2025Q3: 15,390 shares; 2025Q4: 15,473 shares; 2026Q1: 15,213 shares; 2026Q2: 14,920 shares 14,920 $2.45M 2.18% -293 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: 31,219 shares; 2024Q4: 33,159 shares; 2025Q1: 33,275 shares; 2025Q2: 33,389 shares; 2025Q3: 33,581 shares; 2025Q4: 33,749 shares; 2026Q1: 30,594 shares; 2026Q2: 31,447 shares 31,447 $2.38M 2.12% +853 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: 16,697 shares; 2024Q4: 16,329 shares; 2025Q1: 9,833 shares; 2025Q2: 10,272 shares; 2025Q3: 10,182 shares; 2025Q4: 10,392 shares; 2026Q1: 9,977 shares; 2026Q2: 11,005 shares 11,005 $2.04M 1.81% +1,028 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,175 shares; 2025Q2: 5,271 shares; 2025Q3: 5,271 shares; 2025Q4: 5,272 shares; 2026Q1: 5,272 shares; 2026Q2: 5,118 shares 5,118 $1.89M 1.68% -154 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: 15,825 shares; 2024Q4: 13,787 shares; 2025Q1: 7,158 shares; 2025Q2: 7,433 shares; 2025Q3: 7,340 shares; 2025Q4: 7,800 shares; 2026Q1: 8,152 shares; 2026Q2: 7,732 shares 7,732 $1.84M 1.64% -420 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: 10,685 shares; 2024Q4: 6,550 shares; 2025Q1: 5,535 shares; 2025Q2: 5,774 shares; 2025Q3: 5,742 shares; 2025Q4: 5,742 shares; 2026Q1: 5,742 shares; 2026Q2: 5,611 shares 5,611 $1.69M 1.5% -131 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: 30,351 shares; 2024Q4: 27,956 shares; 2025Q1: 14,819 shares; 2025Q2: 14,038 shares; 2025Q3: 14,269 shares; 2025Q4: 14,915 shares; 2026Q1: 16,598 shares; 2026Q2: 16,947 shares 16,947 $1.68M 1.49% +349 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: 28,887 shares; 2024Q4: 23,970 shares; 2025Q1: 10,074 shares; 2025Q2: 10,029 shares; 2025Q3: 10,031 shares; 2025Q4: 7,849 shares; 2026Q1: 7,879 shares; 2026Q2: 7,980 shares 7,980 $1.6M 1.42% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,626 shares; 2025Q3: 43,107 shares; 2025Q4: 47,758 shares; 2026Q1: 67,130 shares; 2026Q2: 74,650 shares 74,650 $1.4M 1.24% +7,520 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: 7,738 shares; 2024Q4: 7,639 shares; 2025Q1: 6,094 shares; 2025Q2: 5,899 shares; 2025Q3: 5,875 shares; 2025Q4: 5,884 shares; 2026Q1: 5,788 shares; 2026Q2: 5,790 shares 5,790 $1.37M 1.22% +2 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: 15,666 shares; 2024Q4: 16,556 shares; 2025Q1: 16,829 shares; 2025Q2: 16,259 shares; 2025Q3: 15,141 shares; 2025Q4: 14,602 shares; 2026Q1: 15,561 shares; 2026Q2: 16,655 shares 16,655 $1.37M 1.21% +1,094 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,201 shares; 2024Q4: 4,146 shares; 2025Q1: 6,376 shares; 2025Q2: 6,813 shares; 2025Q3: 6,752 shares; 2025Q4: 15,055 shares; 2026Q1: 19,187 shares; 2026Q2: 25,351 shares 25,351 $1.28M 1.14% +6,164 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,975 shares; 2024Q4: 8,665 shares; 2025Q1: 3,199 shares; 2025Q2: 3,103 shares; 2025Q3: 3,037 shares; 2025Q4: 2,587 shares; 2026Q1: 3,382 shares; 2026Q2: 3,582 shares 3,582 $1.28M 1.14% +200 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,269 shares; 2024Q4: 8,637 shares; 2025Q1: 8,152 shares; 2025Q2: 8,060 shares; 2025Q3: 8,067 shares; 2025Q4: 8,072 shares; 2026Q1: 8,077 shares; 2026Q2: 7,882 shares 7,882 $1.25M 1.11% -195 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: 34,012 shares; 2024Q4: 35,480 shares; 2025Q1: 23,463 shares; 2025Q2: 32,129 shares; 2025Q3: 32,424 shares; 2025Q4: 24,556 shares; 2026Q1: 29,707 shares; 2026Q2: 36,096 shares 36,096 $1.2M 1.07% +6,389 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,436 shares; 2025Q3: 23,436 shares; 2025Q4: 23,436 shares; 2026Q1: 23,436 shares; 2026Q2: 23,436 shares 23,436 $1.2M 1.06% 0 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: 21,663 shares; 2024Q4: 21,576 shares; 2025Q1: 8,777 shares; 2025Q2: 8,086 shares; 2025Q3: 7,875 shares; 2025Q4: 8,079 shares; 2026Q1: 7,693 shares; 2026Q2: 8,045 shares 8,045 $1.19M 1.06% +352 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: 13,374 shares; 2024Q4: 13,394 shares; 2025Q1: 13,408 shares; 2025Q2: 13,425 shares; 2025Q3: 13,444 shares; 2025Q4: 13,452 shares; 2026Q1: 13,458 shares; 2026Q2: 13,466 shares 13,466 $1.12M 0.99% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,886 shares; 2025Q3: 3,135 shares; 2025Q4: 10,626 shares; 2026Q1: 11,146 shares; 2026Q2: 10,150 shares 10,150 $1.02M 0.91% -996 Timeline EMLP 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: 24,025 shares; 2024Q4: 22,529 shares; 2025Q1: 22,594 shares; 2025Q2: 23,291 shares; 2025Q3: 23,016 shares; 2025Q4: 22,901 shares; 2026Q1: 22,909 shares; 2026Q2: 22,647 shares 22,647 $985K 0.87% -262 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,886 shares; 2024Q4: 10,061 shares; 2025Q1: 11,523 shares; 2025Q2: 11,903 shares; 2025Q3: 15,098 shares; 2025Q4: 15,190 shares; 2026Q1: 16,648 shares; 2026Q2: 18,673 shares 18,673 $982K 0.87% +2,025 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,145 shares; 2024Q4: 9,196 shares; 2025Q1: 14,034 shares; 2025Q2: 13,117 shares; 2025Q3: 14,217 shares; 2025Q4: 17,850 shares; 2026Q1: 17,211 shares; 2026Q2: 18,725 shares 18,725 $943K 0.84% +1,514 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: 7,698 shares; 2024Q4: 6,590 shares; 2025Q1: 2,897 shares; 2025Q2: 2,846 shares; 2025Q3: 2,821 shares; 2025Q4: 2,702 shares; 2026Q1: 2,874 shares; 2026Q2: 2,874 shares 2,874 $941K 0.84% 0 Timeline SHYM 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: 10,285 shares; 2025Q3: 16,545 shares; 2025Q4: 32,257 shares; 2026Q1: 40,296 shares; 2026Q2: 41,796 shares 41,796 $938K 0.83% +1,500 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: 12,574 shares; 2024Q4: 15,082 shares; 2025Q1: 15,079 shares; 2025Q2: 14,695 shares; 2025Q3: 14,230 shares; 2025Q4: 13,321 shares; 2026Q1: 11,854 shares; 2026Q2: 11,547 shares 11,547 $923K 0.82% -307 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: 38,279 shares; 2024Q4: 36,603 shares; 2025Q1: 13,507 shares; 2025Q2: 12,615 shares; 2025Q3: 12,640 shares; 2025Q4: 12,640 shares; 2026Q1: 12,640 shares; 2026Q2: 12,940 shares 12,940 $922K 0.82% +300 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: 10,110 shares; 2024Q4: 10,075 shares; 2025Q1: 9,975 shares; 2025Q2: 10,012 shares; 2025Q3: 9,812 shares; 2025Q4: 9,062 shares; 2026Q1: 9,785 shares; 2026Q2: 9,410 shares 9,410 $851K 0.76% -375 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: 29,243 shares; 2024Q4: 30,094 shares; 2025Q1: 12,267 shares; 2025Q2: 10,921 shares; 2025Q3: 10,941 shares; 2025Q4: 11,163 shares; 2026Q1: 11,054 shares; 2026Q2: 10,953 shares 10,953 $845K 0.75% -101 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,148 shares; 2026Q1: 8,418 shares; 2026Q2: 8,423 shares 8,423 $844K 0.75% +5 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: 4,870 shares; 2024Q4: 5,095 shares; 2025Q1: 5,906 shares; 2025Q2: 8,082 shares; 2025Q3: 8,269 shares; 2025Q4: 8,775 shares; 2026Q1: 8,790 shares; 2026Q2: 7,795 shares 7,795 $830K 0.74% -995 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 2,872 shares; 2025Q1: 1,950 shares; 2025Q2: 2,216 shares; 2025Q3: 2,116 shares; 2025Q4: 1,972 shares; 2026Q1: 1,647 shares; 2026Q2: 1,613 shares 1,613 $807K 0.72% -34 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: 9,720 shares; 2024Q4: 9,754 shares; 2025Q1: 9,784 shares; 2025Q2: 9,813 shares; 2025Q3: 9,841 shares; 2025Q4: 19,718 shares; 2026Q1: 17,632 shares; 2026Q2: 17,651 shares 17,651 $800K 0.71% +19 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 10,415 shares; 2025Q3: 13,876 shares; 2025Q4: 22,366 shares; 2026Q1: 34,811 shares; 2026Q2: 29,101 shares 29,101 $772K 0.69% -5,710 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: 4,486 shares; 2024Q4: 3,943 shares; 2025Q1: 2,083 shares; 2025Q2: 2,041 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,184 shares; 2026Q2: 2,184 shares 2,184 $772K 0.69% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.66% 0 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: 39,701 shares; 2024Q4: 23,057 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 5,052 shares; 2026Q1: 5,053 shares; 2026Q2: 5,053 shares 5,053 $695K 0.62% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,121 shares; 2024Q4: 6,198 shares; 2025Q1: 1,691 shares; 2025Q2: 1,297 shares; 2025Q3: 1,291 shares; 2025Q4: 1,391 shares; 2026Q1: 1,747 shares; 2026Q2: 1,618 shares 1,618 $604K 0.54% -129 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: 1,832 shares; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 591 shares; 2025Q3: 582 shares; 2025Q4: 582 shares; 2026Q1: 652 shares; 2026Q2: 540 shares 540 $575K 0.51% -112 Timeline SDVY 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: 12,475 shares; 2024Q4: 12,513 shares; 2025Q1: 12,548 shares; 2025Q2: 15,182 shares; 2025Q3: 15,164 shares; 2025Q4: 15,756 shares; 2026Q1: 13,249 shares; 2026Q2: 13,260 shares 13,260 $572K 0.51% +11 Timeline FTSM 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: 10,614 shares; 2024Q4: 10,674 shares; 2025Q1: 10,701 shares; 2025Q2: 10,744 shares; 2025Q3: 10,787 shares; 2025Q4: 10,841 shares; 2026Q1: 10,867 shares; 2026Q2: 9,209 shares 9,209 $550K 0.49% -1,658 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: 5,145 shares; 2025Q2: not reported; 2025Q3: 5,175 shares; 2025Q4: 8,945 shares; 2026Q1: 5,445 shares; 2026Q2: 10,445 shares 10,445 $536K 0.48% +5,000 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,853 shares; 2024Q4: 5,855 shares; 2025Q1: 5,857 shares; 2025Q2: 5,859 shares; 2025Q3: 5,861 shares; 2025Q4: 5,863 shares; 2026Q1: 5,865 shares; 2026Q2: 5,867 shares 5,867 $531K 0.47% +2 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: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 1,837 shares 1,837 $521K 0.46% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,420 shares; 2026Q2: 10,420 shares 10,420 $507K 0.45% 0 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: 1,229 shares; 2024Q4: 1,238 shares; 2025Q1: 1,175 shares; 2025Q2: 1,183 shares; 2025Q3: 1,175 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $490K 0.44% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,478 shares 3,478 $486K 0.43% new Timeline KBE 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: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,554 shares; 2025Q2: 7,304 shares; 2025Q3: 7,304 shares; 2025Q4: 7,304 shares; 2026Q1: 7,304 shares; 2026Q2: 7,104 shares 7,104 $485K 0.43% -200 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES 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: 9,100 shares; 2026Q2: 7,580 shares 7,580 $478K 0.42% -1,520 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 4,799 shares; 2025Q1: 4,827 shares; 2025Q2: 4,847 shares; 2025Q3: 4,878 shares; 2025Q4: 4,897 shares; 2026Q1: 4,911 shares; 2026Q2: 4,921 shares 4,921 $471K 0.42% +10 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: 7,876 shares; 2024Q4: 7,502 shares; 2025Q1: 4,839 shares; 2025Q2: 5,786 shares; 2025Q3: 5,802 shares; 2025Q4: 8,774 shares; 2026Q1: 9,087 shares; 2026Q2: 8,689 shares 8,689 $461K 0.41% -398 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: 4,898 shares; 2024Q4: 4,563 shares; 2025Q1: 3,239 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares; 2026Q1: 3,593 shares; 2026Q2: 3,354 shares 3,354 $431K 0.38% -239 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: 4,218 shares; 2024Q4: 3,799 shares; 2025Q1: 2,793 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 3,005 shares; 2026Q2: 2,843 shares 2,843 $417K 0.37% -162 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: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $393K 0.35% 0 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: 4,064 shares; 2024Q4: 4,572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,853 shares; 2026Q1: 5,080 shares; 2026Q2: 5,710 shares 5,710 $388K 0.34% +630 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,533 shares; 2026Q2: 1,528 shares 1,528 $385K 0.34% -5 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: 3,069 shares; 2024Q4: 2,832 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $385K 0.34% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,300 shares 15,300 $371K 0.33% +300 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,851 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,650 shares; 2026Q1: 1,600 shares; 2026Q2: 1,550 shares 1,550 $370K 0.33% -50 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,450 shares 3,450 $348K 0.31% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,700 shares; 2026Q2: 8,800 shares 8,800 $347K 0.31% +2,100 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,118 shares; 2024Q4: 17,257 shares; 2025Q1: 17,421 shares; 2025Q2: 17,602 shares; 2025Q3: 17,765 shares; 2025Q4: 17,925 shares; 2026Q1: 19,146 shares; 2026Q2: 19,327 shares 19,327 $343K 0.3% +181 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: 9,375 shares; 2024Q4: 9,337 shares; 2025Q1: 10,344 shares; 2025Q2: 11,202 shares; 2025Q3: 12,619 shares; 2025Q4: 9,487 shares; 2026Q1: 10,261 shares; 2026Q2: 10,267 shares 10,267 $328K 0.29% +6 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,786 shares; 2026Q1: 3,107 shares; 2026Q2: 3,909 shares 3,909 $323K 0.29% +802 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $315K 0.28% 0 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: 9,384 shares; 2024Q4: 8,564 shares; 2025Q1: 8,469 shares; 2025Q2: 5,058 shares; 2025Q3: 5,145 shares; 2025Q4: 5,634 shares; 2026Q1: 5,032 shares; 2026Q2: 7,237 shares 7,237 $307K 0.27% +2,205 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: 803 shares; 2024Q4: 746 shares; 2025Q1: 667 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 543 shares; 2026Q1: not reported; 2026Q2: 2,560 shares 2,560 $306K 0.27% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $293K 0.26% new 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: 1,891 shares; 2024Q4: 1,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares; 2026Q2: 1,162 shares 1,162 $292K 0.26% -82 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: 2,162 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,130 shares; 2026Q2: 1,120 shares 1,120 $284K 0.25% -10 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: 4,928 shares; 2024Q4: 4,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,378 shares 3,378 $280K 0.25% new 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: 3,060 shares; 2024Q4: 2,460 shares; 2025Q1: 2,430 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,467 shares 1,467 $279K 0.25% -348 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: 2,871 shares; 2024Q4: 2,871 shares; 2025Q1: not reported; 2025Q2: 1,749 shares; 2025Q3: 1,750 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,753 shares 1,753 $275K 0.24% +1 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $272K 0.24% 0 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: 6,218 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,104 shares 1,104 $268K 0.24% new 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: 2,370 shares; 2024Q4: 1,883 shares; 2025Q1: 567 shares; 2025Q2: 549 shares; 2025Q3: 538 shares; 2025Q4: 553 shares; 2026Q1: 793 shares; 2026Q2: 471 shares 471 $265K 0.24% -322 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,056 shares; 2024Q4: 4,088 shares; 2025Q1: 4,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,223 shares; 2026Q1: 5,246 shares; 2026Q2: 5,246 shares 5,246 $265K 0.24% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,598 shares; 2024Q4: 32,689 shares; 2025Q1: 33,508 shares; 2025Q2: 13,077 shares; 2025Q3: 13,490 shares; 2025Q4: 13,183 shares; 2026Q1: 7,641 shares; 2026Q2: 8,194 shares 8,194 $250K 0.22% +553 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,854 shares; 2025Q1: 2,600 shares; 2025Q2: 2,947 shares; 2025Q3: 3,264 shares; 2025Q4: 2,502 shares; 2026Q1: 2,422 shares; 2026Q2: 2,122 shares 2,122 $248K 0.22% -300 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,714 shares; 2024Q4: 10,919 shares; 2025Q1: 10,010 shares; 2025Q2: 10,023 shares; 2025Q3: 10,035 shares; 2025Q4: 9,051 shares; 2026Q1: 9,085 shares; 2026Q2: 9,100 shares 9,100 $246K 0.22% +15 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $245K 0.22% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,337 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461 $242K 0.22% 0 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: 4,281 shares; 2024Q4: 6,265 shares; 2025Q1: 6,311 shares; 2025Q2: 6,017 shares; 2025Q3: 4,353 shares; 2025Q4: not reported; 2026Q1: 4,916 shares; 2026Q2: 4,416 shares 4,416 $229K 0.2% -500 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,893 shares 3,893 $225K 0.2% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $213K 0.19% new 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: 5,462 shares; 2024Q4: 4,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,872 shares; 2026Q2: 1,872 shares 1,872 $212K 0.19% 0 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: 3,350 shares; 2024Q4: 3,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $206K 0.18% 0 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: 1,375 shares; 2024Q4: 1,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $204K 0.18% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $202K 0.18% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,652 shares 1,652 $201K 0.18% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $101K 0.09% new Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL 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: 10,000 shares 10,000 $63.8K 0.06% new Timeline BRCC BRC INC More: the full row for BRC 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: 27,500 shares 27,500 $30.5K 0.03% new Timeline COTY COTY INC More: the full row for COTY 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: 13,860 shares; 2026Q1: 13,860 shares; 2026Q2: 13,750 shares 13,750 $29.7K 0.03% -110 Timeline