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: 253,595 shares; 2024Q4: 279,255 shares; 2025Q1: 282,554 shares; 2025Q2: 318,691 shares; 2025Q3: 326,313 shares; 2025Q4: 322,251 shares; 2026Q1: 328,771 shares; 2026Q2: 332,122 shares 332,122 $29.2M 13.96% +3,351 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: 64,783 shares; 2024Q4: 195,043 shares; 2025Q1: 195,619 shares; 2025Q2: 205,930 shares; 2025Q3: 216,024 shares; 2025Q4: 220,061 shares; 2026Q1: 224,419 shares; 2026Q2: 227,702 shares 227,702 $7.93M 3.79% +3,283 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: 7,108 shares; 2024Q4: 7,919 shares; 2025Q1: 8,053 shares; 2025Q2: 9,530 shares; 2025Q3: 11,756 shares; 2025Q4: 13,808 shares; 2026Q1: 14,888 shares; 2026Q2: 91,944 shares 91,944 $7.92M 3.79% +77,056 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,877 shares; 2024Q4: 92,919 shares; 2025Q1: 99,319 shares; 2025Q2: 72,716 shares; 2025Q3: 77,715 shares; 2025Q4: 85,680 shares; 2026Q1: 88,456 shares; 2026Q2: 92,412 shares 92,412 $7.17M 3.43% +3,956 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: 35,950 shares; 2024Q4: 145,801 shares; 2025Q1: 149,415 shares; 2025Q2: 160,181 shares; 2025Q3: 170,051 shares; 2025Q4: 177,910 shares; 2026Q1: 178,311 shares; 2026Q2: 175,967 shares 175,967 $5.95M 2.85% -2,344 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: 25,936 shares; 2024Q4: 25,095 shares; 2025Q1: 23,416 shares; 2025Q2: 22,942 shares; 2025Q3: 18,602 shares; 2025Q4: 18,056 shares; 2026Q1: 17,049 shares; 2026Q2: 16,690 shares 16,690 $5.9M 2.82% -359 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,928 shares; 2024Q4: 46,793 shares; 2025Q1: 48,460 shares; 2025Q2: 79,084 shares; 2025Q3: 83,212 shares; 2025Q4: 95,720 shares; 2026Q1: 98,994 shares; 2026Q2: 99,644 shares 99,644 $5.04M 2.41% +650 Timeline DFLV 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: 64,412 shares; 2024Q4: 79,154 shares; 2025Q1: 87,382 shares; 2025Q2: 88,653 shares; 2025Q3: 106,665 shares; 2025Q4: 104,526 shares; 2026Q1: 111,469 shares; 2026Q2: 113,194 shares 113,194 $4.48M 2.14% +1,725 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: 56,345 shares; 2024Q4: 161,629 shares; 2025Q1: 153,253 shares; 2025Q2: 134,299 shares; 2025Q3: 138,572 shares; 2025Q4: 135,285 shares; 2026Q1: 132,472 shares; 2026Q2: 132,403 shares 132,403 $4.2M 2.01% -69 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: 5,468 shares; 2024Q4: 5,556 shares; 2025Q1: 5,540 shares; 2025Q2: 5,523 shares; 2025Q3: 5,505 shares; 2025Q4: 5,567 shares; 2026Q1: 5,590 shares; 2026Q2: 5,534 shares 5,534 $4.08M 1.95% -56 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: 22,053 shares; 2024Q4: 22,086 shares; 2025Q1: 22,381 shares; 2025Q2: 22,448 shares; 2025Q3: 22,766 shares; 2025Q4: 23,158 shares; 2026Q1: 23,421 shares; 2026Q2: 23,474 shares 23,474 $3.71M 1.77% +53 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: 25,412 shares; 2024Q4: 28,638 shares; 2025Q1: 29,507 shares; 2025Q2: 31,287 shares; 2025Q3: 32,866 shares; 2025Q4: 24,286 shares; 2026Q1: 24,628 shares; 2026Q2: 38,002 shares 38,002 $3.67M 1.76% +13,374 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: not reported; 2025Q3: 30,211 shares; 2025Q4: 64,752 shares; 2026Q1: 69,350 shares; 2026Q2: 68,712 shares 68,712 $3.62M 1.73% -638 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: 4,183 shares; 2024Q4: 4,254 shares; 2025Q1: 4,294 shares; 2025Q2: 4,334 shares; 2025Q3: 4,384 shares; 2025Q4: 4,477 shares; 2026Q1: 4,534 shares; 2026Q2: 4,583 shares 4,583 $3.43M 1.64% +49 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: 48,408 shares; 2024Q4: 50,473 shares; 2025Q1: 49,681 shares; 2025Q2: 50,494 shares; 2025Q3: 53,311 shares; 2025Q4: 52,853 shares; 2026Q1: 55,864 shares; 2026Q2: 59,374 shares 59,374 $3.35M 1.6% +3,510 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: 10,670 shares; 2024Q4: 11,142 shares; 2025Q1: 10,997 shares; 2025Q2: 10,903 shares; 2025Q3: 9,808 shares; 2025Q4: 9,643 shares; 2026Q1: 9,674 shares; 2026Q2: 9,380 shares 9,380 $3.35M 1.6% -294 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: 28,078 shares; 2024Q4: 57,696 shares; 2025Q1: 58,990 shares; 2025Q2: 65,833 shares; 2025Q3: 79,831 shares; 2025Q4: 79,140 shares; 2026Q1: 85,227 shares; 2026Q2: 90,195 shares 90,195 $3.26M 1.56% +4,968 Timeline MOAT 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: 43,156 shares; 2024Q4: 40,661 shares; 2025Q1: 36,775 shares; 2025Q2: 33,650 shares; 2025Q3: 32,700 shares; 2025Q4: 31,552 shares; 2026Q1: 31,675 shares; 2026Q2: 31,275 shares 31,275 $3.25M 1.56% -400 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: 18,666 shares; 2024Q4: 56,946 shares; 2025Q1: 56,996 shares; 2025Q2: 64,026 shares; 2025Q3: 81,403 shares; 2025Q4: 76,283 shares; 2026Q1: 81,889 shares; 2026Q2: 86,533 shares 86,533 $3.19M 1.53% +4,644 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: 5,850 shares; 2024Q4: 5,442 shares; 2025Q1: 5,070 shares; 2025Q2: 4,753 shares; 2025Q3: 4,796 shares; 2025Q4: 4,275 shares; 2026Q1: 4,403 shares; 2026Q2: 4,347 shares 4,347 $2.99M 1.43% -56 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: 5,038 shares; 2024Q4: 5,625 shares; 2025Q1: 6,288 shares; 2025Q2: 6,120 shares; 2025Q3: 6,261 shares; 2025Q4: 6,183 shares; 2026Q1: 5,942 shares; 2026Q2: 5,842 shares 5,842 $2.92M 1.4% -100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 8,930 shares; 2025Q1: 11,466 shares; 2025Q2: 12,642 shares; 2025Q3: 14,734 shares; 2025Q4: 15,173 shares; 2026Q1: 14,468 shares; 2026Q2: 14,304 shares 14,304 $2.86M 1.37% -164 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: 10,188 shares; 2024Q4: 12,242 shares; 2025Q1: 11,389 shares; 2025Q2: 10,140 shares; 2025Q3: 9,427 shares; 2025Q4: 8,804 shares; 2026Q1: 9,560 shares; 2026Q2: 9,671 shares 9,671 $2.8M 1.34% +111 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: 20,723 shares; 2024Q4: 21,867 shares; 2025Q1: 21,844 shares; 2025Q2: 22,057 shares; 2025Q3: 22,097 shares; 2025Q4: 43,561 shares; 2026Q1: 52,640 shares; 2026Q2: 52,133 shares 52,133 $2.77M 1.32% -507 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: 2,988 shares; 2024Q4: 3,022 shares; 2025Q1: 3,074 shares; 2025Q2: 3,033 shares; 2025Q3: 3,027 shares; 2025Q4: 3,032 shares; 2026Q1: 3,065 shares; 2026Q2: 22,689 shares 22,689 $2.71M 1.3% +19,624 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: 27,195 shares; 2024Q4: 86,873 shares; 2025Q1: 86,505 shares; 2025Q2: 87,307 shares; 2025Q3: 88,736 shares; 2025Q4: 90,180 shares; 2026Q1: 90,299 shares; 2026Q2: 89,992 shares 89,992 $2.61M 1.25% -307 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: 29,483 shares; 2024Q4: 21,968 shares; 2025Q1: 23,247 shares; 2025Q2: 22,915 shares; 2025Q3: 29,983 shares; 2025Q4: 29,606 shares; 2026Q1: 30,072 shares; 2026Q2: 29,403 shares 29,403 $2.54M 1.22% -669 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: 25,124 shares; 2024Q4: 27,174 shares; 2025Q1: 26,335 shares; 2025Q2: 25,554 shares; 2025Q3: 13,820 shares; 2025Q4: 12,822 shares; 2026Q1: 10,248 shares; 2026Q2: 10,250 shares 10,250 $2.25M 1.08% +2 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: 38,250 shares; 2024Q4: 39,211 shares; 2025Q1: 39,872 shares; 2025Q2: 39,569 shares; 2025Q3: 40,233 shares; 2025Q4: 40,283 shares; 2026Q1: 40,842 shares; 2026Q2: 40,882 shares 40,882 $2.09M 1% +40 Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,900 shares; 2024Q4: 68,650 shares; 2025Q1: 68,650 shares; 2025Q2: 68,250 shares; 2025Q3: 68,250 shares; 2025Q4: 68,250 shares; 2026Q1: 69,150 shares; 2026Q2: 69,150 shares 69,150 $2.01M 0.96% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,236 shares; 2026Q1: 23,309 shares; 2026Q2: 26,240 shares 26,240 $2.01M 0.96% +2,931 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: 50,716 shares; 2024Q4: 52,213 shares; 2025Q1: 53,230 shares; 2025Q2: 52,873 shares; 2025Q3: 54,064 shares; 2025Q4: 54,173 shares; 2026Q1: 55,112 shares; 2026Q2: 55,129 shares 55,129 $1.84M 0.88% +17 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,154 shares; 2024Q4: 27,190 shares; 2025Q1: 27,190 shares; 2025Q2: 24,527 shares; 2025Q3: 24,403 shares; 2025Q4: 24,298 shares; 2026Q1: 23,021 shares; 2026Q2: 20,601 shares 20,601 $1.76M 0.84% -2,420 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,295 shares; 2024Q4: 6,835 shares; 2025Q1: 6,819 shares; 2025Q2: 6,874 shares; 2025Q3: 6,957 shares; 2025Q4: 6,880 shares; 2026Q1: 7,154 shares; 2026Q2: 7,246 shares 7,246 $1.73M 0.83% +92 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,658 shares; 2024Q4: 31,926 shares; 2025Q1: 34,353 shares; 2025Q2: 33,580 shares; 2025Q3: 34,102 shares; 2025Q4: 36,023 shares; 2026Q1: 36,046 shares; 2026Q2: 37,790 shares 37,790 $1.57M 0.75% +1,744 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: 2,521 shares; 2024Q4: 2,573 shares; 2025Q1: 2,552 shares; 2025Q2: 2,593 shares; 2025Q3: 2,453 shares; 2025Q4: 2,637 shares; 2026Q1: 2,726 shares; 2026Q2: 2,764 shares 2,764 $1.56M 0.74% +38 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 27,925 shares; 2025Q4: 40,515 shares; 2026Q1: 46,515 shares; 2026Q2: 54,715 shares 54,715 $1.51M 0.72% +8,200 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,406 shares; 2024Q4: 30,474 shares; 2025Q1: 30,474 shares; 2025Q2: 27,379 shares; 2025Q3: 27,235 shares; 2025Q4: 27,023 shares; 2026Q1: 25,046 shares; 2026Q2: 23,593 shares 23,593 $1.5M 0.72% -1,453 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: not reported; 2025Q4: 18,829 shares; 2026Q1: 20,422 shares; 2026Q2: 24,792 shares 24,792 $1.48M 0.71% +4,370 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: 18,773 shares; 2024Q4: 20,594 shares; 2025Q1: 20,941 shares; 2025Q2: 21,117 shares; 2025Q3: 21,897 shares; 2025Q4: 19,369 shares; 2026Q1: 18,612 shares; 2026Q2: 14,421 shares 14,421 $1.38M 0.66% -4,191 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,388 shares; 2024Q4: 3,839 shares; 2025Q1: 4,099 shares; 2025Q2: 3,616 shares; 2025Q3: 3,426 shares; 2025Q4: 3,176 shares; 2026Q1: 3,799 shares; 2026Q2: 3,599 shares 3,599 $1.34M 0.64% -200 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: 16,470 shares; 2024Q4: 15,991 shares; 2025Q1: 15,629 shares; 2025Q2: 15,669 shares; 2025Q3: 15,724 shares; 2025Q4: 15,447 shares; 2026Q1: 15,429 shares; 2026Q2: 15,374 shares 15,374 $1.31M 0.63% -55 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: 8,367 shares; 2024Q4: 7,278 shares; 2025Q1: 7,287 shares; 2025Q2: 7,186 shares; 2025Q3: 10,457 shares; 2025Q4: 9,269 shares; 2026Q1: 9,358 shares; 2026Q2: 9,268 shares 9,268 $1.25M 0.6% -90 Timeline PCEF 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: 33,945 shares; 2024Q4: 46,254 shares; 2025Q1: 50,912 shares; 2025Q2: 51,203 shares; 2025Q3: 54,383 shares; 2025Q4: 54,905 shares; 2026Q1: 53,733 shares; 2026Q2: 60,418 shares 60,418 $1.23M 0.59% +6,685 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,268 shares; 2024Q4: 12,633 shares; 2025Q1: 12,533 shares; 2025Q2: 12,533 shares; 2025Q3: 13,333 shares; 2025Q4: 13,333 shares; 2026Q1: 13,233 shares; 2026Q2: 13,083 shares 13,083 $1.21M 0.58% -150 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: 16,566 shares; 2024Q4: 16,566 shares; 2025Q1: 16,466 shares; 2025Q2: 14,566 shares; 2025Q3: 14,566 shares; 2025Q4: 14,566 shares; 2026Q1: 14,566 shares; 2026Q2: 14,366 shares 14,366 $1.16M 0.56% -200 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,588 shares; 2024Q4: 11,276 shares; 2025Q1: 11,383 shares; 2025Q2: 11,572 shares; 2025Q3: 11,573 shares; 2025Q4: 11,796 shares; 2026Q1: 12,066 shares; 2026Q2: 12,121 shares 12,121 $1.13M 0.54% +55 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: 12,550 shares; 2024Q4: 12,680 shares; 2025Q1: 12,680 shares; 2025Q2: 13,580 shares; 2025Q3: 13,580 shares; 2025Q4: 13,805 shares; 2026Q1: 14,075 shares; 2026Q2: 17,775 shares 17,775 $1.09M 0.52% +3,700 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: 7,660 shares; 2024Q4: 13,850 shares; 2025Q1: 14,888 shares; 2025Q2: 17,417 shares; 2025Q3: 18,428 shares; 2025Q4: 18,659 shares; 2026Q1: 18,968 shares; 2026Q2: 21,598 shares 21,598 $1.09M 0.52% +2,630 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,475 shares; 2024Q4: 13,702 shares; 2025Q1: 13,754 shares; 2025Q2: 13,380 shares; 2025Q3: 13,442 shares; 2025Q4: 13,525 shares; 2026Q1: 13,572 shares; 2026Q2: 13,625 shares 13,625 $1.07M 0.51% +53 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,675 shares; 2024Q4: 11,675 shares; 2025Q1: 12,125 shares; 2025Q2: 12,125 shares; 2025Q3: 12,125 shares; 2025Q4: 12,125 shares; 2026Q1: 24,175 shares; 2026Q2: 24,175 shares 24,175 $1.06M 0.51% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,214 shares; 2024Q4: 9,156 shares; 2025Q1: 9,121 shares; 2025Q2: 9,184 shares; 2025Q3: 10,173 shares; 2025Q4: 10,405 shares; 2026Q1: 10,883 shares; 2026Q2: 10,013 shares 10,013 $1.02M 0.49% -870 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: 14,251 shares; 2024Q4: 13,389 shares; 2025Q1: 13,083 shares; 2025Q2: 12,107 shares; 2025Q3: 12,007 shares; 2025Q4: 11,986 shares; 2026Q1: 11,506 shares; 2026Q2: 10,747 shares 10,747 $975K 0.47% -759 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,652 shares; 2025Q1: 4,552 shares; 2025Q2: 4,252 shares; 2025Q3: 4,252 shares; 2025Q4: 4,252 shares; 2026Q1: 4,204 shares; 2026Q2: 4,204 shares 4,204 $954K 0.46% 0 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,482 shares; 2026Q1: 13,083 shares; 2026Q2: 15,362 shares 15,362 $911K 0.44% +2,279 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: 8,900 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,850 shares; 2025Q3: 8,950 shares; 2025Q4: 8,475 shares; 2026Q1: 9,175 shares; 2026Q2: 9,175 shares 9,175 $901K 0.43% 0 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,175 shares; 2025Q2: 12,175 shares; 2025Q3: 12,175 shares; 2025Q4: 15,125 shares; 2026Q1: 18,775 shares; 2026Q2: 19,375 shares 19,375 $883K 0.42% +600 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: 3,437 shares; 2024Q4: 3,748 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,706 shares; 2025Q4: 3,396 shares; 2026Q1: 4,136 shares; 2026Q2: 4,136 shares 4,136 $880K 0.42% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,759 shares 35,759 $815K 0.39% 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: 800 shares; 2024Q4: 958 shares; 2025Q1: 758 shares; 2025Q2: 968 shares; 2025Q3: 918 shares; 2025Q4: 898 shares; 2026Q1: 1,028 shares; 2026Q2: 1,044 shares 1,044 $797K 0.38% +16 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,238 shares; 2026Q1: 15,191 shares; 2026Q2: 15,236 shares 15,236 $791K 0.38% +45 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: 4,883 shares; 2024Q4: 4,852 shares; 2025Q1: 4,649 shares; 2025Q2: 4,528 shares; 2025Q3: 4,425 shares; 2025Q4: 4,361 shares; 2026Q1: 4,373 shares; 2026Q2: 4,357 shares 4,357 $716K 0.34% -16 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: 2,017 shares; 2024Q4: 1,999 shares; 2025Q1: 1,036 shares; 2025Q2: 1,089 shares; 2025Q3: 1,076 shares; 2025Q4: 1,137 shares; 2026Q1: 1,543 shares; 2026Q2: 1,593 shares 1,593 $670K 0.32% +50 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: 4,700 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 10,050 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares 12,700 $665K 0.32% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,199 shares; 2025Q2: 1,847 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,806 shares; 2026Q2: 1,756 shares 1,756 $663K 0.32% -50 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: 6,130 shares; 2024Q4: 6,840 shares; 2025Q1: 7,544 shares; 2025Q2: 11,399 shares; 2025Q3: 11,403 shares; 2025Q4: 12,008 shares; 2026Q1: 12,266 shares; 2026Q2: 12,371 shares 12,371 $663K 0.32% +105 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS 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: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares; 2026Q2: 2,572 shares 2,572 $633K 0.3% 0 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: 12,685 shares; 2024Q4: 12,104 shares; 2025Q1: 11,905 shares; 2025Q2: 7,787 shares; 2025Q3: 8,128 shares; 2025Q4: 8,129 shares; 2026Q1: 8,119 shares; 2026Q2: 8,019 shares 8,019 $618K 0.3% -100 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 10,300 shares; 2026Q1: 11,050 shares; 2026Q2: 16,350 shares 16,350 $618K 0.3% +5,300 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,250 shares; 2024Q4: 13,250 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 13,250 shares; 2025Q4: 13,250 shares; 2026Q1: 13,250 shares; 2026Q2: 13,250 shares 13,250 $617K 0.3% 0 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: 1,405 shares; 2024Q4: 1,510 shares; 2025Q1: 1,520 shares; 2025Q2: 2,030 shares; 2025Q3: 1,530 shares; 2025Q4: 1,586 shares; 2026Q1: 1,555 shares; 2026Q2: 1,676 shares 1,676 $617K 0.3% +121 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,704 shares; 2025Q1: 4,708 shares; 2025Q2: 4,711 shares; 2025Q3: 5,011 shares; 2025Q4: 4,362 shares; 2026Q1: 4,364 shares; 2026Q2: 4,367 shares 4,367 $597K 0.29% +3 Timeline SPLV 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: 7,699 shares; 2024Q4: 7,727 shares; 2025Q1: 7,755 shares; 2025Q2: 7,818 shares; 2025Q3: 7,854 shares; 2025Q4: 7,892 shares; 2026Q1: 7,928 shares; 2026Q2: 7,964 shares 7,964 $597K 0.29% +36 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: 8,095 shares; 2024Q4: 7,200 shares; 2025Q1: 6,810 shares; 2025Q2: 6,720 shares; 2025Q3: 6,590 shares; 2025Q4: 6,513 shares; 2026Q1: 6,367 shares; 2026Q2: 6,147 shares 6,147 $577K 0.28% -220 Timeline SYFI 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: not reported; 2025Q4: 14,304 shares; 2026Q1: 15,949 shares; 2026Q2: 15,956 shares 15,956 $570K 0.27% +7 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: 4,965 shares; 2026Q1: 6,779 shares; 2026Q2: 4,264 shares 4,264 $519K 0.25% -2,515 Timeline VFH 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: 3,893 shares; 2024Q4: 4,321 shares; 2025Q1: 4,429 shares; 2025Q2: 3,813 shares; 2025Q3: 3,825 shares; 2025Q4: 3,890 shares; 2026Q1: 3,902 shares; 2026Q2: 3,926 shares 3,926 $517K 0.25% +24 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: 6,748 shares; 2024Q4: 6,787 shares; 2025Q1: 6,787 shares; 2025Q2: 6,830 shares; 2025Q3: 7,030 shares; 2025Q4: 7,184 shares; 2026Q1: 6,815 shares; 2026Q2: 6,815 shares 6,815 $515K 0.25% 0 Timeline VDC 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: 1,978 shares; 2024Q4: 2,046 shares; 2025Q1: 2,107 shares; 2025Q2: 2,119 shares; 2025Q3: 2,130 shares; 2025Q4: 2,142 shares; 2026Q1: 2,151 shares; 2026Q2: 2,159 shares 2,159 $487K 0.23% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $487K 0.23% new Timeline DSI 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: 2,016 shares; 2025Q4: 2,005 shares; 2026Q1: 3,701 shares; 2026Q2: 3,250 shares 3,250 $463K 0.22% -451 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 165 shares; 2026Q2: 225 shares 225 $446K 0.21% +60 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,935 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,650 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $428K 0.2% 0 Timeline VDE 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: 2,777 shares; 2024Q4: 2,816 shares; 2025Q1: 2,834 shares; 2025Q2: 2,853 shares; 2025Q3: 2,871 shares; 2025Q4: 2,891 shares; 2026Q1: 2,905 shares; 2026Q2: 2,799 shares 2,799 $420K 0.2% -106 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $420K 0.2% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,630 shares; 2024Q4: 53,630 shares; 2025Q1: 53,630 shares; 2025Q2: 53,630 shares; 2025Q3: 53,630 shares; 2025Q4: 53,630 shares; 2026Q1: 53,630 shares; 2026Q2: 40,780 shares 40,780 $411K 0.2% -12,850 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: 2,933 shares 2,933 $409K 0.2% new 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: 934 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,029 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 919 shares 919 $392K 0.19% -70 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: 4,510 shares; 2024Q4: 13,758 shares; 2025Q1: 13,789 shares; 2025Q2: 13,819 shares; 2025Q3: 13,848 shares; 2025Q4: 13,878 shares; 2026Q1: 13,216 shares; 2026Q2: 13,243 shares 13,243 $390K 0.19% +27 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: 4,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,832 shares; 2025Q3: 11,859 shares; 2025Q4: 12,132 shares; 2026Q1: 13,240 shares; 2026Q2: 13,861 shares 13,861 $384K 0.18% +621 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $372K 0.18% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 6,343 shares; 2026Q1: 6,954 shares; 2026Q2: 6,954 shares 6,954 $372K 0.18% 0 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: 3,166 shares; 2024Q4: 2,854 shares; 2025Q1: 2,854 shares; 2025Q2: 2,843 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $369K 0.18% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,242 shares; 2025Q2: 1,242 shares; 2025Q3: 1,031 shares; 2025Q4: 1,013 shares; 2026Q1: 1,103 shares; 2026Q2: 1,089 shares 1,089 $356K 0.17% -14 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,525 shares; 2024Q4: 7,525 shares; 2025Q1: 7,525 shares; 2025Q2: 7,525 shares; 2025Q3: 7,525 shares; 2025Q4: 6,275 shares; 2026Q1: 7,525 shares; 2026Q2: 7,525 shares 7,525 $345K 0.17% 0 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: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $345K 0.16% 0 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $345K 0.16% 0 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: 1,406 shares; 2024Q4: 1,376 shares; 2025Q1: 1,381 shares; 2025Q2: 1,250 shares; 2025Q3: 1,210 shares; 2025Q4: 1,217 shares; 2026Q1: 1,221 shares; 2026Q2: 1,149 shares 1,149 $344K 0.16% -72 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 4,950 shares; 2025Q3: 5,220 shares; 2025Q4: 5,220 shares; 2026Q1: 5,470 shares; 2026Q2: 6,220 shares 6,220 $340K 0.16% +750 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: 6,692 shares; 2024Q4: 6,080 shares; 2025Q1: 5,929 shares; 2025Q2: 5,634 shares; 2025Q3: 5,696 shares; 2025Q4: 5,482 shares; 2026Q1: 5,538 shares; 2026Q2: 5,416 shares 5,416 $336K 0.16% -122 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 764 shares 764 $331K 0.16% new Timeline MGC 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $328K 0.16% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares; 2026Q2: 2,006 shares 2,006 $328K 0.16% +90 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: 4,950 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 1,800 shares; 2026Q1: 1,925 shares; 2026Q2: 2,025 shares 2,025 $321K 0.15% +100 Timeline VPU 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: 1,601 shares; 2024Q4: 1,619 shares; 2025Q1: 1,628 shares; 2025Q2: 1,637 shares; 2025Q3: 1,645 shares; 2025Q4: 1,654 shares; 2026Q1: 1,607 shares; 2026Q2: 1,615 shares 1,615 $316K 0.15% +8 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,884 shares; 2024Q4: 7,834 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,655 shares; 2025Q4: 7,817 shares; 2026Q1: 8,276 shares; 2026Q2: 8,712 shares 8,712 $316K 0.15% +436 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: 7,557 shares; 2024Q4: 7,278 shares; 2025Q1: 7,153 shares; 2025Q2: 7,114 shares; 2025Q3: 6,819 shares; 2025Q4: 6,649 shares; 2026Q1: 6,650 shares; 2026Q2: 6,350 shares 6,350 $314K 0.15% -300 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: 4,980 shares; 2024Q4: 5,480 shares; 2025Q1: 5,480 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,045 shares; 2026Q1: 2,295 shares; 2026Q2: 2,295 shares 2,295 $314K 0.15% 0 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: 11,006 shares; 2024Q4: 12,945 shares; 2025Q1: 13,834 shares; 2025Q2: 15,404 shares; 2025Q3: 8,429 shares; 2025Q4: 5,629 shares; 2026Q1: 5,520 shares; 2026Q2: 1,236 shares 1,236 $312K 0.15% -4,284 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,970 shares; 2026Q2: 7,970 shares 7,970 $308K 0.15% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $307K 0.15% 0 Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST 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: 14,500 shares 14,500 $306K 0.15% new 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: 390 shares; 2026Q2: 410 shares 410 $295K 0.14% +20 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: 1,343 shares; 2024Q4: 1,426 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,442 shares; 2025Q4: 1,455 shares; 2026Q1: 1,462 shares; 2026Q2: 1,468 shares 1,468 $290K 0.14% +6 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $284K 0.14% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076 shares 1,076 $275K 0.13% new 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: 8,649 shares; 2024Q4: 8,174 shares; 2025Q1: 7,293 shares; 2025Q2: 6,748 shares; 2025Q3: 5,585 shares; 2025Q4: 5,444 shares; 2026Q1: 5,273 shares; 2026Q2: 5,208 shares 5,208 $273K 0.13% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,195 shares; 2025Q3: 1,390 shares; 2025Q4: 1,434 shares; 2026Q1: 1,464 shares; 2026Q2: 1,467 shares 1,467 $270K 0.13% +3 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: 4,075 shares; 2024Q4: 4,075 shares; 2025Q1: 4,075 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $260K 0.12% 0 Timeline HIGH 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: 10,050 shares; 2024Q4: 10,550 shares; 2025Q1: 10,550 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 10,350 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850 $256K 0.12% 0 Timeline IXN 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: 1,690 shares 1,690 $244K 0.12% new Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $242K 0.12% 0 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: 587 shares; 2024Q4: 691 shares; 2025Q1: 642 shares; 2025Q2: 542 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 475 shares; 2026Q2: 474 shares 474 $241K 0.12% -1 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: 406 shares; 2024Q4: 410 shares; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 341 shares; 2025Q4: 324 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $240K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $240K 0.11% new 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: 2,177 shares; 2024Q4: 2,024 shares; 2025Q1: 2,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,606 shares 1,606 $238K 0.11% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,937 shares; 2025Q3: 1,905 shares; 2025Q4: 1,956 shares; 2026Q1: 2,156 shares; 2026Q2: 2,005 shares 2,005 $234K 0.11% -151 Timeline SPYD 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: 4,475 shares; 2024Q4: not reported; 2025Q1: 4,543 shares; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 4,758 shares; 2026Q1: 4,791 shares; 2026Q2: 4,829 shares 4,829 $230K 0.11% +38 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: 3,000 shares 3,000 $225K 0.11% new Timeline VCR 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: 567 shares; 2025Q1: 653 shares; 2025Q2: 655 shares; 2025Q3: 613 shares; 2025Q4: 614 shares; 2026Q1: 585 shares; 2026Q2: 566 shares 566 $225K 0.11% -19 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,134 shares; 2025Q4: not reported; 2026Q1: 2,516 shares; 2026Q2: 2,573 shares 2,573 $224K 0.11% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,898 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $223K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,412 shares 1,412 $221K 0.11% +7 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: 2,702 shares; 2024Q4: 2,524 shares; 2025Q1: 2,424 shares; 2025Q2: 2,434 shares; 2025Q3: 2,444 shares; 2025Q4: not reported; 2026Q1: 2,257 shares; 2026Q2: 2,264 shares 2,264 $218K 0.1% +7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,276 shares 1,276 $218K 0.1% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,187 shares; 2025Q1: 4,057 shares; 2025Q2: 4,057 shares; 2025Q3: 4,057 shares; 2025Q4: 3,957 shares; 2026Q1: 3,877 shares; 2026Q2: 3,782 shares 3,782 $213K 0.1% -95 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: 2,351 shares; 2024Q4: 2,350 shares; 2025Q1: 2,334 shares; 2025Q2: 2,077 shares; 2025Q3: 1,516 shares; 2025Q4: 1,486 shares; 2026Q1: not reported; 2026Q2: 1,373 shares 1,373 $212K 0.1% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares 951 $212K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,491 shares; 2026Q2: 4,627 shares 4,627 $210K 0.1% +136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,601 shares 4,601 $204K 0.1% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,706 shares; 2024Q4: 11,706 shares; 2025Q1: 11,706 shares; 2025Q2: 11,706 shares; 2025Q3: 11,706 shares; 2025Q4: 11,706 shares; 2026Q1: 11,706 shares; 2026Q2: 11,706 shares 11,706 $63.4K 0.03% 0 Timeline