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: not reported; 2024Q4: 258,870 shares; 2025Q1: 362,514 shares; 2025Q2: 415,981 shares; 2025Q3: 474,182 shares; 2025Q4: 558,055 shares; 2026Q1: 312,951 shares; 2026Q2: 679,582 shares 679,582 $59.7M 12.02% +366,631 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 210,096 shares; 2025Q1: 299,468 shares; 2025Q2: 351,101 shares; 2025Q3: 402,874 shares; 2025Q4: 459,615 shares; 2026Q1: 244,868 shares; 2026Q2: 510,124 shares 510,124 $23.9M 4.81% +265,256 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: 39,771 shares; 2024Q4: 115,344 shares; 2025Q1: 142,393 shares; 2025Q2: 155,285 shares; 2025Q3: 169,473 shares; 2025Q4: 194,230 shares; 2026Q1: 104,924 shares; 2026Q2: 227,404 shares 227,404 $22M 4.42% +122,480 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,160 shares; 2024Q4: 191,759 shares; 2025Q1: 168,436 shares; 2025Q2: 159,573 shares; 2025Q3: 147,657 shares; 2025Q4: 128,969 shares; 2026Q1: 60,140 shares; 2026Q2: 104,982 shares 104,982 $19.7M 3.97% +44,842 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56,892 shares; 2025Q1: 77,952 shares; 2025Q2: 89,341 shares; 2025Q3: 99,920 shares; 2025Q4: 115,021 shares; 2026Q1: 67,106 shares; 2026Q2: 154,601 shares 154,601 $18.4M 3.7% +87,495 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: not reported; 2024Q4: 23,157 shares; 2025Q1: 31,880 shares; 2025Q2: 36,641 shares; 2025Q3: 41,186 shares; 2025Q4: 47,512 shares; 2026Q1: 27,178 shares; 2026Q2: 59,924 shares 59,924 $18.2M 3.65% +32,746 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 271,566 shares; 2025Q1: 387,856 shares; 2025Q2: 453,929 shares; 2025Q3: 521,006 shares; 2025Q4: 601,069 shares; 2026Q1: 323,296 shares; 2026Q2: 657,924 shares 657,924 $17.9M 3.6% +334,628 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: 13,338 shares; 2024Q4: 83,670 shares; 2025Q1: 108,091 shares; 2025Q2: 122,446 shares; 2025Q3: 139,349 shares; 2025Q4: 163,375 shares; 2026Q1: 90,698 shares; 2026Q2: 193,726 shares 193,726 $15.7M 3.16% +103,028 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: 186,364 shares; 2024Q4: 210,435 shares; 2025Q1: 220,809 shares; 2025Q2: 231,774 shares; 2025Q3: 237,555 shares; 2025Q4: 223,202 shares; 2026Q1: 110,546 shares; 2026Q2: 244,081 shares 244,081 $14.6M 2.93% +133,535 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,229 shares; 2024Q4: 222,822 shares; 2025Q1: 198,262 shares; 2025Q2: 189,108 shares; 2025Q3: 174,452 shares; 2025Q4: 152,471 shares; 2026Q1: 71,297 shares; 2026Q2: 128,789 shares 128,789 $14.2M 2.86% +57,492 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,720 shares; 2025Q1: 59,078 shares; 2025Q2: 67,593 shares; 2025Q3: 77,810 shares; 2025Q4: 92,168 shares; 2026Q1: 51,488 shares; 2026Q2: 109,836 shares 109,836 $14M 2.82% +58,348 Timeline FVD 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: 591,203 shares; 2024Q4: 450,777 shares; 2025Q1: 409,745 shares; 2025Q2: 400,802 shares; 2025Q3: 376,763 shares; 2025Q4: 338,873 shares; 2026Q1: 162,383 shares; 2026Q2: 285,990 shares 285,990 $13.8M 2.77% +123,607 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: 26,340 shares; 2024Q4: 24,405 shares; 2025Q1: 23,511 shares; 2025Q2: 23,555 shares; 2025Q3: 22,891 shares; 2025Q4: 22,958 shares; 2026Q1: 11,424 shares; 2026Q2: 126,950 shares 126,950 $10.9M 2.2% +115,526 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: 309,233 shares; 2024Q4: 234,946 shares; 2025Q1: 203,412 shares; 2025Q2: 195,224 shares; 2025Q3: 183,106 shares; 2025Q4: 164,751 shares; 2026Q1: 77,619 shares; 2026Q2: 141,465 shares 141,465 $10.9M 2.2% +63,846 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,062 shares; 2025Q1: 146,172 shares; 2025Q2: 168,879 shares; 2025Q3: 193,700 shares; 2025Q4: 223,026 shares; 2026Q1: 121,914 shares; 2026Q2: 211,536 shares 211,536 $10.7M 2.15% +89,622 Timeline LMBS 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: 458,366 shares; 2024Q4: 346,436 shares; 2025Q1: 295,219 shares; 2025Q2: 277,213 shares; 2025Q3: 260,771 shares; 2025Q4: 226,042 shares; 2026Q1: 106,754 shares; 2026Q2: 207,621 shares 207,621 $10.3M 2.08% +100,867 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: 14,633 shares; 2024Q4: 14,568 shares; 2025Q1: 13,936 shares; 2025Q2: 13,584 shares; 2025Q3: 13,953 shares; 2025Q4: 14,038 shares; 2026Q1: 6,997 shares; 2026Q2: 13,883 shares 13,883 $10.2M 2.06% +6,886 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: 32,097 shares; 2024Q4: 28,841 shares; 2025Q1: 26,163 shares; 2025Q2: 25,897 shares; 2025Q3: 24,977 shares; 2025Q4: 25,418 shares; 2026Q1: 13,078 shares; 2026Q2: 27,215 shares 27,215 $10.1M 2.03% +14,137 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263,205 shares; 2024Q4: 205,801 shares; 2025Q1: 181,583 shares; 2025Q2: 173,399 shares; 2025Q3: 163,301 shares; 2025Q4: 145,392 shares; 2026Q1: 69,431 shares; 2026Q2: 134,921 shares 134,921 $9.9M 1.99% +65,490 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: 730,661 shares; 2024Q4: 556,954 shares; 2025Q1: 483,672 shares; 2025Q2: 446,745 shares; 2025Q3: 418,042 shares; 2025Q4: 357,224 shares; 2026Q1: 165,503 shares; 2026Q2: 316,406 shares 316,406 $8.56M 1.72% +150,903 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: 224,810 shares; 2024Q4: 169,921 shares; 2025Q1: 148,821 shares; 2025Q2: 139,676 shares; 2025Q3: 130,066 shares; 2025Q4: 113,706 shares; 2026Q1: 52,478 shares; 2026Q2: 99,623 shares 99,623 $8.23M 1.66% +47,145 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: 7,928 shares; 2024Q4: 7,930 shares; 2025Q1: 7,930 shares; 2025Q2: 7,960 shares; 2025Q3: 7,960 shares; 2025Q4: 7,961 shares; 2026Q1: 3,992 shares; 2026Q2: 7,984 shares 7,984 $7.47M 1.5% +3,992 Timeline CWB 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: 135,863 shares; 2024Q4: 106,089 shares; 2025Q1: 95,318 shares; 2025Q2: 89,742 shares; 2025Q3: 84,595 shares; 2025Q4: 75,211 shares; 2026Q1: 35,545 shares; 2026Q2: 68,652 shares 68,652 $7.4M 1.49% +33,107 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: 31,653 shares; 2024Q4: 31,061 shares; 2025Q1: 30,846 shares; 2025Q2: 30,854 shares; 2025Q3: 28,990 shares; 2025Q4: 27,436 shares; 2026Q1: 11,662 shares; 2026Q2: 23,409 shares 23,409 $6.77M 1.36% +11,747 Timeline FTSL 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: 53,338 shares; 2025Q1: 77,753 shares; 2025Q2: 92,358 shares; 2025Q3: 105,541 shares; 2025Q4: 124,115 shares; 2026Q1: 67,962 shares; 2026Q2: 143,213 shares 143,213 $6.41M 1.29% +75,251 Timeline FALN 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: 101,109 shares; 2025Q1: 142,340 shares; 2025Q2: 167,204 shares; 2025Q3: 189,919 shares; 2025Q4: 221,668 shares; 2026Q1: 123,234 shares; 2026Q2: 234,674 shares 234,674 $6.39M 1.29% +111,440 Timeline PZA 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: 62,014 shares; 2024Q4: 102,832 shares; 2025Q1: 135,752 shares; 2025Q2: 161,382 shares; 2025Q3: 174,878 shares; 2025Q4: 182,268 shares; 2026Q1: 94,239 shares; 2026Q2: 206,208 shares 206,208 $4.85M 0.98% +111,969 Timeline FV 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: 20,715 shares; 2025Q1: 27,583 shares; 2025Q2: 30,350 shares; 2025Q3: 36,546 shares; 2025Q4: 43,980 shares; 2026Q1: 25,125 shares; 2026Q2: 54,454 shares 54,454 $4.13M 0.83% +29,329 Timeline SRLN 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: 212,343 shares; 2024Q4: 162,134 shares; 2025Q1: 143,359 shares; 2025Q2: 134,156 shares; 2025Q3: 128,432 shares; 2025Q4: 112,890 shares; 2026Q1: 53,627 shares; 2026Q2: 101,087 shares 101,087 $4.07M 0.82% +47,460 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: 14,533 shares; 2024Q4: 14,502 shares; 2025Q1: 14,470 shares; 2025Q2: 14,208 shares; 2025Q3: 14,215 shares; 2025Q4: 14,268 shares; 2026Q1: 6,679 shares; 2026Q2: 13,237 shares 13,237 $4.01M 0.81% +6,558 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: 42,806 shares; 2024Q4: 31,614 shares; 2025Q1: 29,252 shares; 2025Q2: 27,903 shares; 2025Q3: 25,570 shares; 2025Q4: 22,271 shares; 2026Q1: 10,874 shares; 2026Q2: 19,039 shares 19,039 $3.76M 0.76% +8,165 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: 30,692 shares; 2024Q4: 28,423 shares; 2025Q1: 26,828 shares; 2025Q2: 25,995 shares; 2025Q3: 24,934 shares; 2025Q4: 24,907 shares; 2026Q1: 12,715 shares; 2026Q2: 23,410 shares 23,410 $3.7M 0.74% +10,695 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,660 shares; 2024Q4: 49,282 shares; 2025Q1: 46,964 shares; 2025Q2: 46,339 shares; 2025Q3: 42,093 shares; 2025Q4: 36,952 shares; 2026Q1: 17,655 shares; 2026Q2: 34,820 shares 34,820 $3.36M 0.68% +17,165 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: 5,044 shares; 2024Q4: 4,754 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 4,754 shares; 2025Q4: 4,454 shares; 2026Q1: 2,112 shares; 2026Q2: 4,224 shares 4,224 $3.04M 0.61% +2,112 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: 67,130 shares; 2024Q4: 51,948 shares; 2025Q1: 48,728 shares; 2025Q2: 44,491 shares; 2025Q3: 39,757 shares; 2025Q4: 68,225 shares; 2026Q1: 32,831 shares; 2026Q2: 56,424 shares 56,424 $3M 0.6% +23,593 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,437 shares; 2024Q4: 99,862 shares; 2025Q1: 88,858 shares; 2025Q2: 85,842 shares; 2025Q3: 83,912 shares; 2025Q4: 70,827 shares; 2026Q1: 31,781 shares; 2026Q2: 61,179 shares 61,179 $2.96M 0.6% +29,398 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: 14,318 shares; 2024Q4: 13,900 shares; 2025Q1: 13,901 shares; 2025Q2: 10,557 shares; 2025Q3: 6,866 shares; 2025Q4: 6,771 shares; 2026Q1: 4,587 shares; 2026Q2: 10,764 shares 10,764 $2.55M 0.51% +6,177 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,130 shares; 2024Q4: 13,012 shares; 2025Q1: 13,012 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares; 2026Q1: 6,576 shares; 2026Q2: 13,152 shares 13,152 $2.43M 0.49% +6,576 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: 4,764 shares; 2024Q4: 4,864 shares; 2025Q1: 4,852 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares; 2026Q1: 2,419 shares; 2026Q2: 19,348 shares 19,348 $2.4M 0.48% +16,929 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: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 10,280 shares; 2025Q4: 10,533 shares; 2026Q1: 5,140 shares; 2026Q2: 11,079 shares 11,079 $2.22M 0.45% +5,939 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: 7,683 shares; 2025Q1: 7,239 shares; 2025Q2: 7,197 shares; 2025Q3: 7,202 shares; 2025Q4: 7,190 shares; 2026Q1: 3,350 shares; 2026Q2: 26,345 shares 26,345 $2.12M 0.43% +22,995 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: 8,392 shares; 2024Q4: 7,560 shares; 2025Q1: 7,428 shares; 2025Q2: 7,428 shares; 2025Q3: 6,704 shares; 2025Q4: 6,374 shares; 2026Q1: 3,337 shares; 2026Q2: 6,582 shares 6,582 $1.97M 0.4% +3,245 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: 4,868 shares; 2024Q4: 4,868 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,908 shares; 2025Q4: 4,980 shares; 2026Q1: 2,542 shares; 2026Q2: 5,256 shares 5,256 $1.96M 0.39% +2,714 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: 50,200 shares; 2024Q4: 36,465 shares; 2025Q1: 32,209 shares; 2025Q2: 30,218 shares; 2025Q3: 26,803 shares; 2025Q4: 24,843 shares; 2026Q1: 11,460 shares; 2026Q2: 19,940 shares 19,940 $1.92M 0.39% +8,480 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,230 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 21,786 shares; 2025Q3: 21,786 shares; 2025Q4: 21,786 shares; 2026Q1: 10,347 shares; 2026Q2: 20,694 shares 20,694 $1.92M 0.39% +10,347 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: 44,574 shares; 2024Q4: 44,576 shares; 2025Q1: 44,578 shares; 2025Q2: 44,582 shares; 2025Q3: 44,584 shares; 2025Q4: 44,586 shares; 2026Q1: 22,294 shares; 2026Q2: 44,479 shares 44,479 $1.84M 0.37% +22,185 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 67,878 shares 67,878 $1.74M 0.35% new 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: 2,420 shares; 2024Q4: 2,420 shares; 2025Q1: 2,420 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,563 shares; 2026Q1: 1,331 shares; 2026Q2: 2,757 shares 2,757 $1.6M 0.32% +1,426 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,632 shares; 2024Q4: 20,396 shares; 2025Q1: 20,396 shares; 2025Q2: 19,624 shares; 2025Q3: 19,044 shares; 2025Q4: 19,500 shares; 2026Q1: 10,227 shares; 2026Q2: 20,092 shares 20,092 $1.6M 0.32% +9,865 Timeline MGV 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: 15,727 shares; 2024Q4: 12,474 shares; 2025Q1: 11,062 shares; 2025Q2: 11,062 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: 4,850 shares; 2026Q2: 9,700 shares 9,700 $1.59M 0.32% +4,850 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,055 shares; 2024Q4: 14,115 shares; 2025Q1: 14,171 shares; 2025Q2: 13,853 shares; 2025Q3: 13,915 shares; 2025Q4: 13,950 shares; 2026Q1: 6,989 shares; 2026Q2: 28,019 shares 28,019 $1.57M 0.32% +21,030 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: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 3,997 shares; 2026Q1: 2,147 shares; 2026Q2: 4,317 shares 4,317 $1.54M 0.31% +2,170 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: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 687 shares; 2026Q2: 1,376 shares 1,376 $1.47M 0.29% +689 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: 1,963 shares; 2024Q4: 4,873 shares; 2025Q1: 4,921 shares; 2025Q2: 4,923 shares; 2025Q3: 5,758 shares; 2025Q4: 5,774 shares; 2026Q1: 2,879 shares; 2026Q2: 5,758 shares 5,758 $1.45M 0.29% +2,879 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,855 shares; 2026Q2: 3,729 shares 3,729 $1.41M 0.28% +1,874 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 4,956 shares; 2025Q1: 4,956 shares; 2025Q2: 4,956 shares; 2025Q3: 5,018 shares; 2025Q4: 5,018 shares; 2026Q1: 2,509 shares; 2026Q2: 5,018 shares 5,018 $1.36M 0.27% +2,509 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: 9,504 shares; 2024Q4: not reported; 2025Q1: 9,276 shares; 2025Q2: 9,276 shares; 2025Q3: 9,276 shares; 2025Q4: 8,676 shares; 2026Q1: 4,338 shares; 2026Q2: 9,542 shares 9,542 $1.33M 0.27% +5,204 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: 6,584 shares; 2024Q4: 6,186 shares; 2025Q1: 6,180 shares; 2025Q2: 9,580 shares; 2025Q3: 9,580 shares; 2025Q4: 9,304 shares; 2026Q1: 4,637 shares; 2026Q2: 9,298 shares 9,298 $1.28M 0.26% +4,661 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: 8,376 shares; 2024Q4: 7,752 shares; 2025Q1: 6,614 shares; 2025Q2: 6,254 shares; 2025Q3: 5,949 shares; 2025Q4: 5,920 shares; 2026Q1: 2,614 shares; 2026Q2: 4,202 shares 4,202 $1.26M 0.25% +1,588 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: 5,998 shares; 2024Q4: 5,974 shares; 2025Q1: 6,066 shares; 2025Q2: 4,894 shares; 2025Q3: 4,774 shares; 2025Q4: 4,962 shares; 2026Q1: 3,273 shares; 2026Q2: 5,712 shares 5,712 $1.24M 0.25% +2,439 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: 18,330 shares; 2024Q4: 19,194 shares; 2025Q1: 18,680 shares; 2025Q2: 15,190 shares; 2025Q3: 14,600 shares; 2025Q4: 16,586 shares; 2026Q1: 8,451 shares; 2026Q2: 16,642 shares 16,642 $1.14M 0.23% +8,191 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 6,665 shares; 2025Q1: 6,668 shares; 2025Q2: 6,668 shares; 2025Q3: 5,968 shares; 2025Q4: 5,506 shares; 2026Q1: 2,685 shares; 2026Q2: 4,608 shares 4,608 $1.12M 0.23% +1,923 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 890 shares; 2026Q1: 444 shares; 2026Q2: 890 shares 890 $1.07M 0.21% +446 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: 3,512 shares; 2024Q4: 3,512 shares; 2025Q1: 3,512 shares; 2025Q2: 3,512 shares; 2025Q3: 2,812 shares; 2025Q4: 2,812 shares; 2026Q1: 1,406 shares; 2026Q2: 2,812 shares 2,812 $1.04M 0.21% +1,406 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,971 shares; 2024Q4: 28,247 shares; 2025Q1: 23,513 shares; 2025Q2: 21,593 shares; 2025Q3: 21,593 shares; 2025Q4: 20,644 shares; 2026Q1: 10,117 shares; 2026Q2: 20,234 shares 20,234 $1.02M 0.21% +10,117 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 725 shares; 2026Q2: 1,450 shares 1,450 $1.02M 0.21% +725 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 10,028 shares; 2025Q1: 8,878 shares; 2025Q2: 8,878 shares; 2025Q3: 8,878 shares; 2025Q4: 8,878 shares; 2026Q1: 4,310 shares; 2026Q2: 8,620 shares 8,620 $1.01M 0.2% +4,310 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,624 shares; 2024Q4: 16,577 shares; 2025Q1: 16,579 shares; 2025Q2: 16,588 shares; 2025Q3: 16,605 shares; 2025Q4: 16,715 shares; 2026Q1: 8,292 shares; 2026Q2: 16,588 shares 16,588 $990K 0.2% +8,296 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,712 shares; 2026Q1: 1,295 shares; 2026Q2: 2,740 shares 2,740 $968K 0.19% +1,445 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: 18,720 shares; 2024Q4: 16,664 shares; 2025Q1: 17,448 shares; 2025Q2: 17,320 shares; 2025Q3: 16,509 shares; 2025Q4: 15,228 shares; 2026Q1: 5,500 shares; 2026Q2: 10,896 shares 10,896 $903K 0.18% +5,396 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: 15,404 shares; 2024Q4: 15,416 shares; 2025Q1: 15,416 shares; 2025Q2: 13,556 shares; 2025Q3: 12,288 shares; 2025Q4: 12,888 shares; 2026Q1: 6,290 shares; 2026Q2: 12,268 shares 12,268 $874K 0.18% +5,978 Timeline VXF 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: 4,654 shares; 2024Q4: 4,224 shares; 2025Q1: 3,794 shares; 2025Q2: 3,944 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares; 2026Q1: 1,715 shares; 2026Q2: 3,430 shares 3,430 $844K 0.17% +1,715 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 3,038 shares; 2025Q2: 2,288 shares; 2025Q3: 2,290 shares; 2025Q4: 2,310 shares; 2026Q1: 1,175 shares; 2026Q2: 2,379 shares 2,379 $839K 0.17% +1,204 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,088 shares; 2024Q4: 4,088 shares; 2025Q1: 4,088 shares; 2025Q2: 4,088 shares; 2025Q3: 4,088 shares; 2025Q4: 4,088 shares; 2026Q1: 2,044 shares; 2026Q2: 4,088 shares 4,088 $823K 0.17% +2,044 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,334 shares; 2024Q4: 14,334 shares; 2025Q1: 14,334 shares; 2025Q2: 14,334 shares; 2025Q3: 14,334 shares; 2025Q4: 14,406 shares; 2026Q1: 7,167 shares; 2026Q2: 14,406 shares 14,406 $821K 0.17% +7,239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 611 shares; 2026Q1: 803 shares; 2026Q2: 1,613 shares 1,613 $807K 0.16% +810 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,442 shares; 2024Q4: 20,474 shares; 2025Q1: 19,570 shares; 2025Q2: 20,004 shares; 2025Q3: 20,174 shares; 2025Q4: 20,174 shares; 2026Q1: 10,087 shares; 2026Q2: 20,174 shares 20,174 $747K 0.15% +10,087 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: 15,249 shares; 2024Q4: 12,501 shares; 2025Q1: 12,533 shares; 2025Q2: 11,598 shares; 2025Q3: 11,650 shares; 2025Q4: 8,670 shares; 2026Q1: 4,353 shares; 2026Q2: 8,762 shares 8,762 $701K 0.14% +4,409 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares; 2026Q2: 350 shares 350 $697K 0.14% +175 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: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,800 shares; 2025Q2: 2,614 shares; 2025Q3: 2,614 shares; 2025Q4: 2,760 shares; 2026Q1: 1,442 shares; 2026Q2: 2,896 shares 2,896 $690K 0.14% +1,454 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,095 shares; 2024Q4: 19,517 shares; 2025Q1: 15,691 shares; 2025Q2: 14,171 shares; 2025Q3: 14,171 shares; 2025Q4: 13,972 shares; 2026Q1: 6,823 shares; 2026Q2: 13,646 shares 13,646 $684K 0.14% +6,823 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,258 shares; 2025Q1: 4,258 shares; 2025Q2: 4,258 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares; 2026Q1: 2,229 shares; 2026Q2: 4,458 shares 4,458 $675K 0.14% +2,229 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: 500 shares; 2026Q2: 1,000 shares 1,000 $641K 0.13% +500 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: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,530 shares; 2025Q2: 2,008 shares; 2025Q3: 1,838 shares; 2025Q4: 1,838 shares; 2026Q1: 919 shares; 2026Q2: 1,838 shares 1,838 $632K 0.13% +919 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: 1,860 shares; 2024Q4: 1,792 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,792 shares; 2025Q4: 1,710 shares; 2026Q1: 855 shares; 2026Q2: 1,710 shares 1,710 $625K 0.13% +855 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,715 shares; 2026Q2: 7,430 shares 7,430 $604K 0.12% +3,715 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: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,102 shares; 2026Q1: 524 shares; 2026Q2: 1,060 shares 1,060 $597K 0.12% +536 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: 530 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 598 shares; 2026Q1: 302 shares; 2026Q2: 4,739 shares 4,739 $566K 0.11% +4,437 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 848 shares; 2026Q2: 1,696 shares 1,696 $555K 0.11% +848 Timeline XMLV 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: 7,724 shares; 2024Q4: 7,724 shares; 2025Q1: 7,726 shares; 2025Q2: 7,726 shares; 2025Q3: 7,726 shares; 2025Q4: 7,728 shares; 2026Q1: 3,864 shares; 2026Q2: 7,730 shares 7,730 $513K 0.1% +3,866 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,136 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,058 shares; 2026Q1: 1,029 shares; 2026Q2: 1,634 shares 1,634 $500K 0.1% +605 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,806 shares 9,806 $500K 0.1% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 1,000 shares 1,000 $484K 0.1% +500 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: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 8,618 shares; 2025Q2: 5,234 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 935 shares; 2026Q2: 1,870 shares 1,870 $471K 0.09% +935 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: 5,218 shares; 2025Q4: 6,046 shares; 2026Q1: 4,276 shares; 2026Q2: 8,774 shares 8,774 $469K 0.09% +4,498 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: 26,541 shares; 2024Q4: 24,640 shares; 2025Q1: 19,725 shares; 2025Q2: 19,209 shares; 2025Q3: 17,748 shares; 2025Q4: 20,982 shares; 2026Q1: not reported; 2026Q2: 20,321 shares 20,321 $463K 0.09% new 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: 7,998 shares; 2024Q4: 8,072 shares; 2025Q1: 6,315 shares; 2025Q2: 6,187 shares; 2025Q3: 6,199 shares; 2025Q4: 6,216 shares; 2026Q1: 3,112 shares; 2026Q2: 5,893 shares 5,893 $452K 0.09% +2,781 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: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,920 shares; 2025Q3: 2,920 shares; 2025Q4: 2,950 shares; 2026Q1: 1,497 shares; 2026Q2: 3,024 shares 3,024 $443K 0.09% +1,527 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,922 shares; 2025Q1: 1,922 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 982 shares; 2026Q2: 1,964 shares 1,964 $438K 0.09% +982 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 570 shares; 2025Q4: 514 shares; 2026Q1: 257 shares; 2026Q2: 514 shares 514 $384K 0.08% +257 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $374K 0.08% new 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: 26,975 shares; 2024Q4: 19,964 shares; 2025Q1: 16,069 shares; 2025Q2: 16,143 shares; 2025Q3: 13,509 shares; 2025Q4: 12,192 shares; 2026Q1: 6,100 shares; 2026Q2: 12,217 shares 12,217 $372K 0.07% +6,117 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: 1,754 shares; 2024Q4: 1,754 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,790 shares; 2026Q1: 710 shares; 2026Q2: 1,456 shares 1,456 $370K 0.07% +746 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,049 shares; 2024Q4: 7,116 shares; 2025Q1: 6,024 shares; 2025Q2: 6,142 shares; 2025Q3: 5,514 shares; 2025Q4: 4,364 shares; 2026Q1: 2,183 shares; 2026Q2: 4,372 shares 4,372 $366K 0.07% +2,189 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,822 shares; 2026Q1: 1,411 shares; 2026Q2: 3,080 shares 3,080 $362K 0.07% +1,669 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,972 shares; 2024Q4: 3,972 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares; 2026Q1: 1,871 shares; 2026Q2: 3,742 shares 3,742 $354K 0.07% +1,871 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares; 2026Q1: 715 shares; 2026Q2: 1,430 shares 1,430 $350K 0.07% +715 Timeline FDN 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: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 642 shares; 2026Q2: 1,318 shares 1,318 $349K 0.07% +676 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 3,558 shares; 2025Q1: 3,627 shares; 2025Q2: 3,618 shares; 2025Q3: 3,451 shares; 2025Q4: 4,527 shares; 2026Q1: 639 shares; 2026Q2: 3,668 shares 3,668 $347K 0.07% +3,029 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 4,433 shares; 2026Q1: 2,320 shares; 2026Q2: 4,733 shares 4,733 $338K 0.07% +2,413 Timeline FTXL 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: 1,182 shares 1,182 $337K 0.07% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares; 2026Q2: 2,520 shares 2,520 $336K 0.07% +1,221 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,194 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 1,124 shares; 2026Q2: 2,248 shares 2,248 $329K 0.07% +1,124 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: 5,546 shares; 2024Q4: 5,546 shares; 2025Q1: 5,584 shares; 2025Q2: 4,978 shares; 2025Q3: 3,154 shares; 2025Q4: 3,154 shares; 2026Q1: 1,577 shares; 2026Q2: 3,154 shares 3,154 $328K 0.07% +1,577 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: 3,710 shares; 2024Q4: 3,716 shares; 2025Q1: 3,718 shares; 2025Q2: 3,722 shares; 2025Q3: 3,726 shares; 2025Q4: 3,630 shares; 2026Q1: 1,687 shares; 2026Q2: 3,296 shares 3,296 $326K 0.07% +1,609 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: 3,769 shares; 2024Q4: 3,809 shares; 2025Q1: 3,672 shares; 2025Q2: 3,752 shares; 2025Q3: 3,782 shares; 2025Q4: 3,782 shares; 2026Q1: 1,698 shares; 2026Q2: 3,364 shares 3,364 $324K 0.07% +1,666 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: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 1,031 shares; 2026Q2: 2,062 shares 2,062 $324K 0.07% +1,031 Timeline FTGS 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: 8,250 shares; 2025Q3: 8,626 shares; 2025Q4: 8,626 shares; 2026Q1: 4,313 shares; 2026Q2: 8,626 shares 8,626 $319K 0.06% +4,313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares; 2026Q2: 2,346 shares 2,346 $318K 0.06% +1,173 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,828 shares; 2026Q1: 1,914 shares; 2026Q2: 3,828 shares 3,828 $316K 0.06% +1,914 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: 2,361 shares; 2024Q4: 2,282 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,164 shares; 2025Q4: 2,166 shares; 2026Q1: 690 shares; 2026Q2: 2,115 shares 2,115 $314K 0.06% +1,425 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: 4,740 shares; 2024Q4: 4,444 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares; 2026Q1: 1,661 shares; 2026Q2: 3,220 shares 3,220 $310K 0.06% +1,559 Timeline VONV 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: not reported; 2026Q1: not reported; 2026Q2: 2,872 shares 2,872 $305K 0.06% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 473 shares; 2026Q2: 946 shares 946 $298K 0.06% +473 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 300 shares; 2026Q2: 600 shares 600 $297K 0.06% +300 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,672 shares; 2025Q2: 4,672 shares; 2025Q3: 4,672 shares; 2025Q4: 4,672 shares; 2026Q1: 2,336 shares; 2026Q2: 4,672 shares 4,672 $292K 0.06% +2,336 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: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 2,994 shares; 2025Q4: 2,994 shares; 2026Q1: 1,497 shares; 2026Q2: 2,994 shares 2,994 $281K 0.06% +1,497 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 744 shares; 2026Q1: 330 shares; 2026Q2: 666 shares 666 $280K 0.06% +336 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 922 shares; 2026Q2: 1,844 shares 1,844 $277K 0.06% +922 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: 838 shares; 2025Q4: 838 shares; 2026Q1: 1,089 shares; 2026Q2: 1,640 shares 1,640 $275K 0.06% +551 Timeline FXZ 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: 3,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,418 shares; 2025Q4: 3,418 shares; 2026Q1: 1,709 shares; 2026Q2: 3,418 shares 3,418 $272K 0.05% +1,709 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 329 shares; 2026Q2: 658 shares 658 $269K 0.05% +329 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 659 shares; 2026Q2: 1,318 shares 1,318 $264K 0.05% +659 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: 225 shares 225 $260K 0.05% new 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: 5,748 shares; 2026Q1: 2,874 shares; 2026Q2: 5,748 shares 5,748 $255K 0.05% +2,874 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 400 shares; 2026Q2: 800 shares 800 $252K 0.05% +400 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 828 shares; 2026Q1: 380 shares; 2026Q2: 760 shares 760 $242K 0.05% +380 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,194 shares; 2026Q1: 615 shares; 2026Q2: 1,230 shares 1,230 $233K 0.05% +615 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $226K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 436 shares 436 $224K 0.05% +218 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: not reported; 2026Q1: 390 shares; 2026Q2: 797 shares 797 $216K 0.04% +407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $212K 0.04% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 3,194 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,474 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,474 shares 2,474 $209K 0.04% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,082 shares; 2024Q4: 14,300 shares; 2025Q1: 14,300 shares; 2025Q2: 14,410 shares; 2025Q3: 14,524 shares; 2025Q4: 10,934 shares; 2026Q1: 5,467 shares; 2026Q2: 10,934 shares 10,934 $115K 0.02% +5,467 Timeline