AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,551 shares; 2024Q4: 70,874 shares; 2025Q1: 70,635 shares; 2025Q2: 53,357 shares; 2025Q3: 51,638 shares; 2025Q4: 52,399 shares; 2026Q1: 25,166 shares; 2026Q2: 59,796 shares 59,796 $17.3M 14.79% +34,630 Timeline ULST 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: 232,258 shares; 2024Q4: 201,064 shares; 2025Q1: 207,100 shares; 2025Q2: 118,265 shares; 2025Q3: 144,692 shares; 2025Q4: 182,305 shares; 2026Q1: 122,868 shares; 2026Q2: 158,037 shares 158,037 $6.39M 5.46% +35,169 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: 19,097 shares; 2024Q4: 19,191 shares; 2025Q1: 22,871 shares; 2025Q2: 11,786 shares; 2025Q3: 12,139 shares; 2025Q4: 8,194 shares; 2026Q1: 6,204 shares; 2026Q2: 6,923 shares 6,923 $5.17M 4.42% +719 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: 69,286 shares; 2024Q4: 65,500 shares; 2025Q1: 70,695 shares; 2025Q2: 32,640 shares; 2025Q3: 39,529 shares; 2025Q4: 46,749 shares; 2026Q1: 25,462 shares; 2026Q2: 48,214 shares 48,214 $4.3M 3.68% +22,752 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: 11,920 shares; 2024Q4: 11,735 shares; 2025Q1: 14,769 shares; 2025Q2: 7,762 shares; 2025Q3: 7,925 shares; 2025Q4: 6,424 shares; 2026Q1: 5,738 shares; 2026Q2: 4,983 shares 4,983 $3.67M 3.14% -755 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,578 shares; 2024Q4: 400,672 shares; 2025Q1: 419,956 shares; 2025Q2: 227,977 shares; 2025Q3: 237,775 shares; 2025Q4: 218,621 shares; 2026Q1: 176,798 shares; 2026Q2: 202,350 shares 202,350 $3.62M 3.09% +25,552 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: 65,221 shares; 2024Q4: 65,396 shares; 2025Q1: 73,196 shares; 2025Q2: 44,058 shares; 2025Q3: 45,405 shares; 2025Q4: 38,293 shares; 2026Q1: 28,468 shares; 2026Q2: 35,980 shares 35,980 $3.47M 2.97% +7,512 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: 161,001 shares; 2024Q4: 156,972 shares; 2025Q1: 162,407 shares; 2025Q2: 115,468 shares; 2025Q3: 116,021 shares; 2025Q4: 100,918 shares; 2026Q1: 86,004 shares; 2026Q2: 67,862 shares 67,862 $3.42M 2.92% -18,142 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,463 shares; 2025Q4: 39,645 shares; 2026Q1: 24,007 shares; 2026Q2: 57,977 shares 57,977 $3.03M 2.59% +33,970 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: 97,911 shares; 2024Q4: 93,636 shares; 2025Q1: 107,294 shares; 2025Q2: 49,239 shares; 2025Q3: 49,175 shares; 2025Q4: 39,593 shares; 2026Q1: 33,149 shares; 2026Q2: 30,730 shares 30,730 $2.94M 2.51% -2,419 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: 6,924 shares; 2025Q4: 13,023 shares; 2026Q1: 12,461 shares; 2026Q2: 28,462 shares 28,462 $2.6M 2.22% +16,001 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,183 shares; 2024Q4: 172,897 shares; 2025Q1: 172,732 shares; 2025Q2: 104,026 shares; 2025Q3: 89,785 shares; 2025Q4: 74,764 shares; 2026Q1: 62,210 shares; 2026Q2: 58,120 shares 58,120 $2.46M 2.1% -4,090 Timeline HYBL 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: 91,100 shares; 2024Q4: 95,474 shares; 2025Q1: 105,055 shares; 2025Q2: 51,201 shares; 2025Q3: 63,972 shares; 2025Q4: 73,778 shares; 2026Q1: 54,701 shares; 2026Q2: 86,707 shares 86,707 $2.42M 2.07% +32,006 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: 70,426 shares; 2024Q4: 37,842 shares; 2025Q1: 37,458 shares; 2025Q2: 24,532 shares; 2025Q3: 25,035 shares; 2025Q4: 24,088 shares; 2026Q1: 19,515 shares; 2026Q2: 19,385 shares 19,385 $2.42M 2.07% -130 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: 3,986 shares; 2024Q4: 3,916 shares; 2025Q1: 3,946 shares; 2025Q2: 6,276 shares; 2025Q3: 6,276 shares; 2025Q4: 5,876 shares; 2026Q1: 5,970 shares; 2026Q2: 3,129 shares 3,129 $2.34M 2% -2,841 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: 5,120 shares; 2025Q1: 5,120 shares; 2025Q2: 10,124 shares; 2025Q3: 10,174 shares; 2025Q4: 10,105 shares; 2026Q1: 10,105 shares; 2026Q2: 5,105 shares 5,105 $2.21M 1.89% -5,000 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: 85,664 shares; 2024Q4: 79,681 shares; 2025Q1: 89,922 shares; 2025Q2: 48,648 shares; 2025Q3: 43,622 shares; 2025Q4: 38,508 shares; 2026Q1: 31,197 shares; 2026Q2: 26,824 shares 26,824 $2.17M 1.86% -4,373 Timeline FTCS 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: 48,388 shares; 2024Q4: 48,357 shares; 2025Q1: 55,615 shares; 2025Q2: 29,033 shares; 2025Q3: 28,463 shares; 2025Q4: 24,884 shares; 2026Q1: 21,288 shares; 2026Q2: 20,655 shares 20,655 $1.94M 1.66% -633 Timeline FLTR 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: 10,887 shares; 2025Q4: 53,314 shares; 2026Q1: 36,672 shares; 2026Q2: 74,720 shares 74,720 $1.91M 1.64% +38,048 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: 95,176 shares; 2024Q4: 96,234 shares; 2025Q1: 108,024 shares; 2025Q2: 61,703 shares; 2025Q3: 57,828 shares; 2025Q4: 50,267 shares; 2026Q1: 43,023 shares; 2026Q2: 33,178 shares 33,178 $1.72M 1.47% -9,845 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: 42,536 shares; 2024Q4: 41,994 shares; 2025Q1: 42,534 shares; 2025Q2: 34,071 shares; 2025Q3: 34,686 shares; 2025Q4: 23,647 shares; 2026Q1: 20,388 shares; 2026Q2: 21,897 shares 21,897 $1.7M 1.45% +1,509 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: 2,967 shares; 2024Q4: 2,418 shares; 2025Q1: 2,355 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 18,575 shares; 2026Q1: 4,012 shares; 2026Q2: 16,082 shares 16,082 $1.64M 1.41% +12,070 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: 14,121 shares; 2024Q4: 13,795 shares; 2025Q1: 13,780 shares; 2025Q2: 4,649 shares; 2025Q3: 4,649 shares; 2025Q4: 3,977 shares; 2026Q1: 1,723 shares; 2026Q2: 4,258 shares 4,258 $1.59M 1.36% +2,535 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,006 shares; 2024Q4: 103,225 shares; 2025Q1: 103,458 shares; 2025Q2: 54,138 shares; 2025Q3: 50,834 shares; 2025Q4: 41,712 shares; 2026Q1: 20,771 shares; 2026Q2: 37,604 shares 37,604 $1.55M 1.32% +16,833 Timeline IEUR 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: 10,264 shares; 2025Q4: 15,446 shares; 2026Q1: 10,043 shares; 2026Q2: 20,375 shares 20,375 $1.53M 1.31% +10,332 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,655 shares; 2025Q3: 1,656 shares; 2025Q4: 1,621 shares; 2026Q1: 1,622 shares; 2026Q2: 2,037 shares 2,037 $1.4M 1.2% +415 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: 49,335 shares; 2024Q4: 51,640 shares; 2025Q1: 57,399 shares; 2025Q2: 30,942 shares; 2025Q3: 28,993 shares; 2025Q4: 26,058 shares; 2026Q1: 20,434 shares; 2026Q2: 22,614 shares 22,614 $1.39M 1.19% +2,180 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: 63,875 shares; 2024Q4: 63,838 shares; 2025Q1: 87,041 shares; 2025Q2: 35,142 shares; 2025Q3: 34,319 shares; 2025Q4: 29,345 shares; 2026Q1: 26,786 shares; 2026Q2: 20,565 shares 20,565 $1.39M 1.19% -6,221 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: 4,667 shares; 2024Q4: 4,667 shares; 2025Q1: 5,170 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares; 2026Q1: 6,483 shares; 2026Q2: 3,653 shares 3,653 $1.35M 1.16% -2,830 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: 114,169 shares; 2024Q4: 114,866 shares; 2025Q1: 131,079 shares; 2025Q2: 58,780 shares; 2025Q3: 59,181 shares; 2025Q4: 59,000 shares; 2026Q1: 54,300 shares; 2026Q2: 49,966 shares 49,966 $1.33M 1.13% -4,334 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: 3,482 shares; 2024Q4: 3,482 shares; 2025Q1: 3,362 shares; 2025Q2: 3,710 shares; 2025Q3: 3,695 shares; 2025Q4: 3,163 shares; 2026Q1: 3,093 shares; 2026Q2: 2,604 shares 2,604 $1.08M 0.93% -489 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: 21,650 shares; 2024Q4: 21,650 shares; 2025Q1: 21,650 shares; 2025Q2: 21,650 shares; 2025Q3: 21,650 shares; 2025Q4: 21,650 shares; 2026Q1: 21,650 shares; 2026Q2: 21,650 shares 21,650 $1.07M 0.91% 0 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: 2,386 shares; 2024Q4: 2,233 shares; 2025Q1: 2,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,310 shares 3,310 $1M 0.86% new Timeline IPAC 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: 8,396 shares; 2025Q4: 11,174 shares; 2026Q1: 7,497 shares; 2026Q2: 12,129 shares 12,129 $994K 0.85% +4,632 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,521 shares; 2024Q4: 48,094 shares; 2025Q1: 47,375 shares; 2025Q2: 23,378 shares; 2025Q3: 22,825 shares; 2025Q4: 20,248 shares; 2026Q1: 15,600 shares; 2026Q2: 14,013 shares 14,013 $960K 0.82% -1,587 Timeline RWO 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: 22,983 shares; 2024Q4: 22,571 shares; 2025Q1: 29,241 shares; 2025Q2: 16,875 shares; 2025Q3: 16,870 shares; 2025Q4: 18,484 shares; 2026Q1: 15,207 shares; 2026Q2: 19,203 shares 19,203 $955K 0.82% +3,996 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,876 shares; 2026Q1: 9,898 shares; 2026Q2: 18,223 shares 18,223 $917K 0.78% +8,325 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,218 shares 10,218 $880K 0.75% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,147 shares; 2024Q4: 73,366 shares; 2025Q1: 73,053 shares; 2025Q2: 33,772 shares; 2025Q3: 23,327 shares; 2025Q4: 20,568 shares; 2026Q1: 17,284 shares; 2026Q2: 13,923 shares 13,923 $822K 0.7% -3,361 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: 10,867 shares; 2024Q4: 11,122 shares; 2025Q1: 10,882 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 901 shares; 2026Q1: not reported; 2026Q2: 3,225 shares 3,225 $769K 0.66% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,688 shares; 2026Q1: not reported; 2026Q2: 13,937 shares 13,937 $705K 0.6% new Timeline DUSB 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: 13,639 shares 13,639 $693K 0.59% new 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: 15,641 shares; 2024Q4: 15,636 shares; 2025Q1: 15,536 shares; 2025Q2: 11,178 shares; 2025Q3: 11,178 shares; 2025Q4: 8,328 shares; 2026Q1: 7,998 shares; 2026Q2: 6,559 shares 6,559 $681K 0.58% -1,439 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: 15,230 shares; 2024Q4: 15,230 shares; 2025Q1: 15,230 shares; 2025Q2: 15,230 shares; 2025Q3: 15,230 shares; 2025Q4: 15,230 shares; 2026Q1: 15,230 shares; 2026Q2: 13,653 shares 13,653 $644K 0.55% -1,577 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,626 shares; 2026Q1: not reported; 2026Q2: 8,671 shares 8,671 $586K 0.5% new 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: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 7,000 shares; 2025Q3: 6,620 shares; 2025Q4: 6,620 shares; 2026Q1: 6,620 shares; 2026Q2: 3,500 shares 3,500 $553K 0.47% -3,120 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,385 shares; 2025Q4: 19,021 shares; 2026Q1: 22,520 shares; 2026Q2: 21,320 shares 21,320 $538K 0.46% -1,200 Timeline SMB 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: 14,384 shares; 2026Q1: 28,752 shares; 2026Q2: 30,023 shares 30,023 $521K 0.45% +1,271 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: 4,882 shares; 2024Q4: 5,427 shares; 2025Q1: 6,077 shares; 2025Q2: 4,084 shares; 2025Q3: 4,061 shares; 2025Q4: 1,914 shares; 2026Q1: not reported; 2026Q2: 2,574 shares 2,574 $515K 0.44% new Timeline SHM 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: 5,200 shares; 2026Q1: 10,392 shares; 2026Q2: 10,392 shares 10,392 $498K 0.43% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: 1,971 shares; 2026Q1: not reported; 2026Q2: 1,974 shares 1,974 $490K 0.42% new 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: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 765 shares; 2026Q1: 720 shares; 2026Q2: 4,034 shares 4,034 $482K 0.41% +3,314 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 1,417 shares; 2026Q1: 1,164 shares; 2026Q2: 3,861 shares 3,861 $479K 0.41% +2,697 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: 10,883 shares; 2024Q4: 20,494 shares; 2025Q1: 20,494 shares; 2025Q2: 18,288 shares; 2025Q3: 18,378 shares; 2025Q4: 18,378 shares; 2026Q1: 18,378 shares; 2026Q2: 17,269 shares 17,269 $478K 0.41% -1,109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 964 shares; 2026Q2: 1,907 shares 1,907 $462K 0.4% +943 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: 2,578 shares; 2024Q4: 2,518 shares; 2025Q1: 2,458 shares; 2025Q2: 1,688 shares; 2025Q3: 1,654 shares; 2025Q4: 1,224 shares; 2026Q1: 1,216 shares; 2026Q2: 644 shares 644 $453K 0.39% -572 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: not reported; 2026Q2: 862 shares 862 $439K 0.38% new 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: 14,764 shares; 2024Q4: 11,907 shares; 2025Q1: 11,907 shares; 2025Q2: 22,671 shares; 2025Q3: 22,559 shares; 2025Q4: 22,559 shares; 2026Q1: 22,559 shares; 2026Q2: 11,295 shares 11,295 $415K 0.35% -11,264 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: 5,968 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: 5,478 shares; 2026Q1: 5,478 shares; 2026Q2: 2,923 shares 2,923 $402K 0.34% -2,555 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: 19,875 shares; 2024Q4: 19,880 shares; 2025Q1: 19,780 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,135 shares 1,135 $401K 0.34% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,946 shares; 2026Q1: 2,915 shares; 2026Q2: 3,884 shares 3,884 $375K 0.32% +969 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: 1,475 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 311 shares; 2025Q3: 316 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 397 shares 397 $371K 0.32% +141 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 505 shares 505 $320K 0.27% -500 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 16,393 shares 16,393 $316K 0.27% new 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: 7,566 shares; 2024Q4: 7,541 shares; 2025Q1: 7,541 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 758 shares; 2026Q1: not reported; 2026Q2: 966 shares 966 $316K 0.27% new 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: 1,969 shares; 2024Q4: 1,993 shares; 2025Q1: 2,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,430 shares 1,430 $312K 0.27% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,667 shares 2,667 $309K 0.26% new Timeline HYMB 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: 13,048 shares; 2026Q1: 11,218 shares; 2026Q2: 11,850 shares 11,850 $301K 0.26% +632 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,915 shares; 2026Q1: not reported; 2026Q2: 5,915 shares 5,915 $276K 0.24% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,080 shares 8,080 $273K 0.23% new 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: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $267K 0.23% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,924 shares 3,924 $264K 0.23% new 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: 3,731 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 6,270 shares; 2025Q3: 6,270 shares; 2025Q4: 5,912 shares; 2026Q1: 5,912 shares; 2026Q2: 2,968 shares 2,968 $261K 0.22% -2,944 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: 8,769 shares; 2024Q4: 8,429 shares; 2025Q1: 8,409 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 910 shares; 2026Q1: not reported; 2026Q2: 698 shares 698 $249K 0.21% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $249K 0.21% new Timeline MLPX 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: 9,015 shares; 2024Q4: 9,034 shares; 2025Q1: 9,012 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 3,540 shares; 2026Q1: 3,540 shares; 2026Q2: 3,374 shares 3,374 $249K 0.21% -166 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: 12,203 shares; 2024Q4: 11,189 shares; 2025Q1: 11,189 shares; 2025Q2: 20,489 shares; 2025Q3: 20,489 shares; 2025Q4: 20,489 shares; 2026Q1: 20,245 shares; 2026Q2: 10,245 shares 10,245 $247K 0.21% -10,000 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $237K 0.2% new 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: 4,208 shares; 2024Q4: 4,108 shares; 2025Q1: 4,108 shares; 2025Q2: 4,698 shares; 2025Q3: 4,698 shares; 2025Q4: 4,245 shares; 2026Q1: 4,045 shares; 2026Q2: 2,325 shares 2,325 $224K 0.19% -1,720 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,503 shares; 2024Q4: 19,503 shares; 2025Q1: 20,080 shares; 2025Q2: 20,130 shares; 2025Q3: 20,198 shares; 2025Q4: 15,742 shares; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $224K 0.19% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares 1,247 $223K 0.19% new 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: 8,125 shares; 2024Q4: 8,260 shares; 2025Q1: 8,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,495 shares 2,495 $219K 0.19% new Timeline SMIG 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: 21,551 shares; 2024Q4: 22,552 shares; 2025Q1: 21,984 shares; 2025Q2: 10,580 shares; 2025Q3: 10,355 shares; 2025Q4: 7,075 shares; 2026Q1: not reported; 2026Q2: 6,557 shares 6,557 $215K 0.18% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,870 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 5,215 shares; 2025Q3: 5,215 shares; 2025Q4: 4,790 shares; 2026Q1: 4,700 shares; 2026Q2: 3,265 shares 3,265 $209K 0.18% -1,435 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,342 shares; 2025Q1: 1,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares 406 $203K 0.17% new Timeline