IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520,492 shares; 2024Q4: 4,336,753 shares; 2025Q1: 4,528,761 shares; 2025Q2: 4,362,545 shares; 2025Q3: 4,327,186 shares; 2025Q4: 4,354,541 shares; 2026Q1: 4,545,590 shares; 2026Q2: 4,549,815 shares 4,549,815 $1.15B 14.37% +4,225 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: 509,605 shares; 2024Q4: 557,134 shares; 2025Q1: 525,628 shares; 2025Q2: 781,415 shares; 2025Q3: 815,540 shares; 2025Q4: 834,677 shares; 2026Q1: 823,347 shares; 2026Q2: 6,813,664 shares 6,813,664 $814M 10.2% +5,990,317 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210,009 shares; 2024Q4: 1,356,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656,686 shares; 2025Q4: 3,329,405 shares; 2026Q1: 3,871,015 shares; 2026Q2: 3,881,651 shares 3,881,651 $740M 9.26% +10,636 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: 1,750,740 shares; 2024Q4: 1,817,144 shares; 2025Q1: 1,809,096 shares; 2025Q2: 1,966,879 shares; 2025Q3: 1,998,409 shares; 2025Q4: 2,000,839 shares; 2026Q1: 2,005,336 shares; 2026Q2: 2,096,665 shares 2,096,665 $386M 4.83% +91,329 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877,890 shares; 2024Q4: 878,297 shares; 2025Q1: 893,994 shares; 2025Q2: 909,939 shares; 2025Q3: 923,559 shares; 2025Q4: 971,306 shares; 2026Q1: 1,007,346 shares; 2026Q2: 1,046,706 shares 1,046,706 $377M 4.72% +39,360 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: 8,666,906 shares; 2024Q4: 8,851,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,078,273 shares; 2025Q4: 10,091,183 shares; 2026Q1: 5,005,371 shares; 2026Q2: 5,759,931 shares 5,759,931 $309M 3.87% +754,560 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485,597 shares; 2024Q4: 1,498,423 shares; 2025Q1: 1,458,362 shares; 2025Q2: 1,578,792 shares; 2025Q3: 1,604,990 shares; 2025Q4: 3,267,785 shares; 2026Q1: 2,427,091 shares; 2026Q2: 2,501,017 shares 2,501,017 $293M 3.67% +73,926 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: 1,066,656 shares; 2024Q4: 1,004,136 shares; 2025Q1: 1,028,427 shares; 2025Q2: 1,346,108 shares; 2025Q3: 1,323,058 shares; 2025Q4: 1,238,206 shares; 2026Q1: 883,217 shares; 2026Q2: 909,110 shares 909,110 $272M 3.4% +25,893 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990,784 shares; 2024Q4: 998,985 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191,511 shares; 2025Q4: 1,171,551 shares; 2026Q1: 1,180,767 shares; 2026Q2: 1,311,071 shares 1,311,071 $243M 3.04% +130,304 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: 1,123,061 shares; 2024Q4: 1,184,343 shares; 2025Q1: 1,215,977 shares; 2025Q2: 1,376,276 shares; 2025Q3: 1,416,698 shares; 2025Q4: 1,506,042 shares; 2026Q1: 1,623,706 shares; 2026Q2: 1,686,235 shares 1,686,235 $222M 2.78% +62,529 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: 1,045,232 shares; 2024Q4: 1,147,714 shares; 2025Q1: 1,267,682 shares; 2025Q2: 1,140,688 shares; 2025Q3: 930,062 shares; 2025Q4: 1,022,257 shares; 2026Q1: 961,249 shares; 2026Q2: 1,148,086 shares 1,148,086 $182M 2.28% +186,837 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,473,397 shares; 2024Q4: 1,502,984 shares; 2025Q1: 1,633,712 shares; 2025Q2: 1,628,576 shares; 2025Q3: 1,597,917 shares; 2025Q4: 1,564,101 shares; 2026Q1: 1,646,421 shares; 2026Q2: 1,644,665 shares 1,644,665 $176M 2.21% -1,756 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: 271,747 shares; 2024Q4: 299,377 shares; 2025Q1: 300,357 shares; 2025Q2: 366,911 shares; 2025Q3: 366,035 shares; 2025Q4: 349,878 shares; 2026Q1: 396,125 shares; 2026Q2: 407,202 shares 407,202 $162M 2.02% +11,077 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: 1,422,847 shares; 2024Q4: 1,394,312 shares; 2025Q1: 1,929,209 shares; 2025Q2: 946,863 shares; 2025Q3: 922,461 shares; 2025Q4: 887,835 shares; 2026Q1: 1,101,320 shares; 2026Q2: 1,093,248 shares 1,093,248 $158M 1.98% -8,072 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481,742 shares; 2024Q4: 510,571 shares; 2025Q1: 648,435 shares; 2025Q2: 595,610 shares; 2025Q3: 602,034 shares; 2025Q4: 589,925 shares; 2026Q1: 1,069,475 shares; 2026Q2: 1,072,262 shares 1,072,262 $137M 1.71% +2,787 Timeline TRUT 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: 475,755 shares; 2025Q4: 1,650,100 shares; 2026Q1: 1,386,695 shares; 2026Q2: 3,752,995 shares 3,752,995 $118M 1.48% +2,366,300 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: 298,456 shares; 2024Q4: 376,649 shares; 2025Q1: 357,782 shares; 2025Q2: 445,234 shares; 2025Q3: 411,614 shares; 2025Q4: 432,639 shares; 2026Q1: 468,988 shares; 2026Q2: 496,263 shares 496,263 $112M 1.4% +27,275 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: 592,530 shares; 2024Q4: 459,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 798,027 shares; 2025Q4: 1,651,536 shares; 2026Q1: 1,821,657 shares; 2026Q2: 1,831,848 shares 1,831,848 $97.3M 1.22% +10,191 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874,293 shares; 2024Q4: 833,422 shares; 2025Q1: 974,216 shares; 2025Q2: 1,027,290 shares; 2025Q3: 994,533 shares; 2025Q4: 975,283 shares; 2026Q1: 957,813 shares; 2026Q2: 940,197 shares 940,197 $95.1M 1.19% -17,616 Timeline GXPT 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: 1,522,821 shares; 2025Q4: 1,780,694 shares; 2026Q1: 1,323,400 shares; 2026Q2: 2,766,648 shares 2,766,648 $90.6M 1.13% +1,443,248 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,421,832 shares; 2024Q4: 1,453,605 shares; 2025Q1: 1,486,973 shares; 2025Q2: 1,454,612 shares; 2025Q3: 1,446,813 shares; 2025Q4: 1,452,119 shares; 2026Q1: 1,459,665 shares; 2026Q2: 1,567,303 shares 1,567,303 $88.7M 1.11% +107,638 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056,580 shares; 2024Q4: 1,029,931 shares; 2025Q1: 1,178,161 shares; 2025Q2: 1,192,591 shares; 2025Q3: 1,160,872 shares; 2025Q4: 945,480 shares; 2026Q1: 946,132 shares; 2026Q2: 960,549 shares 960,549 $79.8M 1% +14,417 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881,033 shares; 2024Q4: 967,333 shares; 2025Q1: 956,517 shares; 2025Q2: 675,718 shares; 2025Q3: 700,285 shares; 2025Q4: 698,265 shares; 2026Q1: 1,068,453 shares; 2026Q2: 1,054,594 shares 1,054,594 $70.7M 0.89% -13,859 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: 427,029 shares; 2024Q4: 440,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618,903 shares; 2025Q4: 1,239,292 shares; 2026Q1: 1,428,807 shares; 2026Q2: 1,501,241 shares 1,501,241 $68.1M 0.85% +72,434 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,717 shares; 2024Q4: 222,050 shares; 2025Q1: 318,625 shares; 2025Q2: 399,185 shares; 2025Q3: 398,705 shares; 2025Q4: 386,394 shares; 2026Q1: 533,933 shares; 2026Q2: 597,331 shares 597,331 $67.4M 0.84% +63,398 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,056 shares; 2024Q4: 234,582 shares; 2025Q1: 242,877 shares; 2025Q2: 341,286 shares; 2025Q3: 334,145 shares; 2025Q4: 332,013 shares; 2026Q1: 385,643 shares; 2026Q2: 389,701 shares 389,701 $64.9M 0.81% +4,058 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: 308,670 shares; 2024Q4: 369,936 shares; 2025Q1: 386,629 shares; 2025Q2: 330,346 shares; 2025Q3: 346,193 shares; 2025Q4: 349,241 shares; 2026Q1: 354,019 shares; 2026Q2: 392,086 shares 392,086 $58.9M 0.74% +38,067 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,512 shares; 2024Q4: 301,863 shares; 2025Q1: 289,456 shares; 2025Q2: 272,976 shares; 2025Q3: 300,666 shares; 2025Q4: 324,803 shares; 2026Q1: 348,928 shares; 2026Q2: 482,898 shares 482,898 $57.6M 0.72% +133,970 Timeline GXPS 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: 756,151 shares; 2025Q4: 1,249,428 shares; 2026Q1: 1,633,092 shares; 2026Q2: 2,149,911 shares 2,149,911 $56.4M 0.71% +516,819 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,375 shares; 2024Q4: 336,882 shares; 2025Q1: 364,721 shares; 2025Q2: 448,710 shares; 2025Q3: 474,244 shares; 2025Q4: 897,925 shares; 2026Q1: 994,369 shares; 2026Q2: 1,086,212 shares 1,086,212 $55.2M 0.69% +91,843 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 9,351 shares; 2025Q1: 56,516 shares; 2025Q2: 378,734 shares; 2025Q3: 371,502 shares; 2025Q4: 371,801 shares; 2026Q1: 368,785 shares; 2026Q2: 327,192 shares 327,192 $53.5M 0.67% -41,593 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,789 shares; 2024Q4: 377,337 shares; 2025Q1: 392,794 shares; 2025Q2: 413,176 shares; 2025Q3: 453,931 shares; 2025Q4: 487,219 shares; 2026Q1: 503,662 shares; 2026Q2: 717,824 shares 717,824 $49.9M 0.62% +214,162 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: 139,903 shares; 2024Q4: 157,189 shares; 2025Q1: 178,291 shares; 2025Q2: 190,141 shares; 2025Q3: 195,671 shares; 2025Q4: 211,596 shares; 2026Q1: 213,276 shares; 2026Q2: 247,584 shares 247,584 $48.5M 0.61% +34,308 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,900 shares; 2024Q4: 165,287 shares; 2025Q1: 171,736 shares; 2025Q2: 194,413 shares; 2025Q3: 202,793 shares; 2025Q4: 230,654 shares; 2026Q1: 340,177 shares; 2026Q2: 387,880 shares 387,880 $45.4M 0.57% +47,703 Timeline TRUC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,428,576 shares; 2026Q2: 1,792,511 shares 1,792,511 $44.5M 0.56% +363,935 Timeline GXPD 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: 573,938 shares; 2025Q4: 549,694 shares; 2026Q1: 1,095,893 shares; 2026Q2: 1,669,278 shares 1,669,278 $43.6M 0.55% +573,385 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,499 shares; 2024Q4: 429,415 shares; 2025Q1: 411,243 shares; 2025Q2: 415,640 shares; 2025Q3: 429,002 shares; 2025Q4: 434,837 shares; 2026Q1: 571,784 shares; 2026Q2: 612,682 shares 612,682 $42.1M 0.53% +40,898 Timeline VAW 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: 111,014 shares; 2024Q4: 132,052 shares; 2025Q1: 151,632 shares; 2025Q2: 140,906 shares; 2025Q3: 146,679 shares; 2025Q4: 162,844 shares; 2026Q1: 170,321 shares; 2026Q2: 182,352 shares 182,352 $41.7M 0.52% +12,031 Timeline XLRE 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: 616,087 shares; 2024Q4: 607,810 shares; 2025Q1: 686,521 shares; 2025Q2: 770,487 shares; 2025Q3: 883,974 shares; 2025Q4: 701,112 shares; 2026Q1: 783,471 shares; 2026Q2: 947,212 shares 947,212 $41.7M 0.52% +163,741 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: 193,186 shares; 2024Q4: 239,556 shares; 2025Q1: 252,083 shares; 2025Q2: 275,976 shares; 2025Q3: 278,350 shares; 2025Q4: 385,146 shares; 2026Q1: 414,124 shares; 2026Q2: 424,203 shares 424,203 $40.9M 0.51% +10,079 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,279 shares; 2024Q4: 236,201 shares; 2025Q1: 242,425 shares; 2025Q2: 221,874 shares; 2025Q3: 242,896 shares; 2025Q4: 262,608 shares; 2026Q1: 316,151 shares; 2026Q2: 411,934 shares 411,934 $38.4M 0.48% +95,783 Timeline GXPC 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: 679,280 shares; 2025Q4: 1,503,865 shares; 2026Q1: 638,711 shares; 2026Q2: 1,250,858 shares 1,250,858 $37.3M 0.47% +612,147 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,391 shares; 2024Q4: 136,462 shares; 2025Q1: 214,564 shares; 2025Q2: 305,036 shares; 2025Q3: 300,762 shares; 2025Q4: 295,907 shares; 2026Q1: 365,312 shares; 2026Q2: 362,421 shares 362,421 $32.8M 0.41% -2,891 Timeline TRUD 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: 139,901 shares; 2025Q4: 706,906 shares; 2026Q1: 844,145 shares; 2026Q2: 1,183,807 shares 1,183,807 $30.7M 0.38% +339,662 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: 63,114 shares; 2024Q4: 64,201 shares; 2025Q1: 60,793 shares; 2025Q2: 45,228 shares; 2025Q3: 41,364 shares; 2025Q4: 37,900 shares; 2026Q1: 37,579 shares; 2026Q2: 38,212 shares 38,212 $28.1M 0.35% +633 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,853 shares; 2024Q4: 47,829 shares; 2025Q1: 105,817 shares; 2025Q2: 107,309 shares; 2025Q3: 105,300 shares; 2025Q4: 101,008 shares; 2026Q1: 141,491 shares; 2026Q2: 139,478 shares 139,478 $28M 0.35% -2,013 Timeline RSPT 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: 740,668 shares; 2024Q4: 613,614 shares; 2025Q1: 468,522 shares; 2025Q2: 486,524 shares; 2025Q3: 470,968 shares; 2025Q4: 428,380 shares; 2026Q1: 412,510 shares; 2026Q2: 388,662 shares 388,662 $25.1M 0.31% -23,848 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471,503 shares; 2024Q4: 1,472,907 shares; 2025Q1: 1,559,214 shares; 2025Q2: 1,575,322 shares; 2025Q3: 1,576,820 shares; 2025Q4: 347,875 shares; 2026Q1: 319,027 shares; 2026Q2: 308,545 shares 308,545 $22.4M 0.28% -10,482 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,537 shares; 2024Q4: 170,409 shares; 2025Q1: 186,008 shares; 2025Q2: 202,604 shares; 2025Q3: 228,380 shares; 2025Q4: 259,787 shares; 2026Q1: 328,280 shares; 2026Q2: 437,274 shares 437,274 $20.2M 0.25% +108,994 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,114 shares; 2024Q4: 128,925 shares; 2025Q1: 133,911 shares; 2025Q2: 140,541 shares; 2025Q3: 166,038 shares; 2025Q4: 183,903 shares; 2026Q1: 240,663 shares; 2026Q2: 338,838 shares 338,838 $19.5M 0.24% +98,175 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: 102,464 shares; 2024Q4: 103,336 shares; 2025Q1: 123,572 shares; 2025Q2: 122,202 shares; 2025Q3: 48,771 shares; 2025Q4: 50,339 shares; 2026Q1: 62,734 shares; 2026Q2: 60,329 shares 60,329 $17.5M 0.22% -2,405 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,442 shares; 2024Q4: 319,942 shares; 2025Q1: 308,185 shares; 2025Q2: 310,212 shares; 2025Q3: 291,683 shares; 2025Q4: 276,815 shares; 2026Q1: 266,562 shares; 2026Q2: 259,281 shares 259,281 $17.2M 0.22% -7,281 Timeline BBJP 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: 89,125 shares; 2024Q4: 96,351 shares; 2025Q1: 91,400 shares; 2025Q2: 124,351 shares; 2025Q3: 128,702 shares; 2025Q4: 133,588 shares; 2026Q1: 154,351 shares; 2026Q2: 164,332 shares 164,332 $12.4M 0.16% +9,981 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: 19,754 shares; 2024Q4: 21,248 shares; 2025Q1: 31,741 shares; 2025Q2: 32,064 shares; 2025Q3: 32,494 shares; 2025Q4: 32,264 shares; 2026Q1: 30,299 shares; 2026Q2: 33,161 shares 33,161 $12.4M 0.15% +2,862 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,178 shares; 2024Q4: 67,309 shares; 2025Q1: 73,815 shares; 2025Q2: 77,515 shares; 2025Q3: 92,873 shares; 2025Q4: 109,265 shares; 2026Q1: 131,951 shares; 2026Q2: 193,527 shares 193,527 $12.2M 0.15% +61,576 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,007 shares; 2024Q4: 298,613 shares; 2025Q1: 301,931 shares; 2025Q2: 306,221 shares; 2025Q3: 303,690 shares; 2025Q4: 303,517 shares; 2026Q1: 65,243 shares; 2026Q2: 66,502 shares 66,502 $11.9M 0.15% +1,259 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,657 shares; 2024Q4: 238,551 shares; 2025Q1: 223,204 shares; 2025Q2: 233,668 shares; 2025Q3: 240,828 shares; 2025Q4: 233,307 shares; 2026Q1: 254,950 shares; 2026Q2: 279,455 shares 279,455 $9.86M 0.12% +24,505 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,766 shares; 2024Q4: 37,823 shares; 2025Q1: 66,203 shares; 2025Q2: 60,676 shares; 2025Q3: 54,684 shares; 2025Q4: 53,829 shares; 2026Q1: 52,156 shares; 2026Q2: 50,938 shares 50,938 $9.83M 0.12% -1,218 Timeline BBCA 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: 73,774 shares; 2024Q4: 76,869 shares; 2025Q1: 74,078 shares; 2025Q2: 77,856 shares; 2025Q3: 78,768 shares; 2025Q4: 84,362 shares; 2026Q1: 90,354 shares; 2026Q2: 91,193 shares 91,193 $9.06M 0.11% +839 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: 6,933 shares; 2024Q4: 5,062 shares; 2025Q1: 6,961 shares; 2025Q2: 6,722 shares; 2025Q3: 7,408 shares; 2025Q4: 7,488 shares; 2026Q1: 7,200 shares; 2026Q2: 7,556 shares 7,556 $9.06M 0.11% +356 Timeline FLSW FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,641 shares; 2024Q4: 190,397 shares; 2025Q1: 181,063 shares; 2025Q2: 186,601 shares; 2025Q3: 189,951 shares; 2025Q4: 183,433 shares; 2026Q1: 206,046 shares; 2026Q2: 206,423 shares 206,423 $8.94M 0.11% +377 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,124 shares; 2024Q4: 396,551 shares; 2025Q1: 413,478 shares; 2025Q2: 437,175 shares; 2025Q3: 435,968 shares; 2025Q4: 71,184 shares; 2026Q1: 80,699 shares; 2026Q2: 81,215 shares 81,215 $8.3M 0.1% +516 Timeline FXU 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: 233,817 shares; 2024Q4: 221,250 shares; 2025Q1: 202,370 shares; 2025Q2: 197,755 shares; 2025Q3: 182,180 shares; 2025Q4: 172,215 shares; 2026Q1: 171,978 shares; 2026Q2: 165,819 shares 165,819 $8.18M 0.1% -6,159 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,950 shares; 2024Q4: 150,452 shares; 2025Q1: 139,693 shares; 2025Q2: 119,497 shares; 2025Q3: 137,134 shares; 2025Q4: 141,424 shares; 2026Q1: 200,422 shares; 2026Q2: 286,191 shares 286,191 $8.06M 0.1% +85,769 Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,645 shares; 2024Q4: 135,425 shares; 2025Q1: 139,867 shares; 2025Q2: 166,983 shares; 2025Q3: 167,838 shares; 2025Q4: 174,565 shares; 2026Q1: 187,839 shares; 2026Q2: 209,835 shares 209,835 $7.82M 0.1% +21,996 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: 11,990 shares; 2024Q4: 12,858 shares; 2025Q1: 12,157 shares; 2025Q2: 11,864 shares; 2025Q3: 12,691 shares; 2025Q4: 12,734 shares; 2026Q1: 11,909 shares; 2026Q2: 10,385 shares 10,385 $7.76M 0.1% -1,524 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: 34,006 shares; 2024Q4: 33,218 shares; 2025Q1: 33,397 shares; 2025Q2: 31,101 shares; 2025Q3: 25,688 shares; 2025Q4: 25,237 shares; 2026Q1: 32,494 shares; 2026Q2: 36,754 shares 36,754 $7.35M 0.09% +4,260 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,014 shares; 2024Q4: 458,665 shares; 2025Q1: 455,420 shares; 2025Q2: 459,832 shares; 2025Q3: 458,681 shares; 2025Q4: 454,813 shares; 2026Q1: 436,338 shares; 2026Q2: 64,158 shares 64,158 $7.35M 0.09% -372,180 Timeline FXH 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: 178,253 shares; 2024Q4: 172,947 shares; 2025Q1: 161,227 shares; 2025Q2: 59,735 shares; 2025Q3: 58,316 shares; 2025Q4: 56,505 shares; 2026Q1: 54,342 shares; 2026Q2: 50,233 shares 50,233 $6.15M 0.08% -4,109 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: 11,779 shares; 2024Q4: 12,094 shares; 2025Q1: 19,461 shares; 2025Q2: 19,850 shares; 2025Q3: 19,317 shares; 2025Q4: 18,067 shares; 2026Q1: 15,425 shares; 2026Q2: 17,187 shares 17,187 $6.14M 0.08% +1,762 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 99,616 shares; 2025Q1: 102,445 shares; 2025Q2: 87,573 shares; 2025Q3: 47,105 shares; 2025Q4: 45,737 shares; 2026Q1: 57,972 shares; 2026Q2: 60,434 shares 60,434 $5.95M 0.07% +2,462 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: 8,657 shares; 2024Q4: 9,998 shares; 2025Q1: 10,410 shares; 2025Q2: 10,014 shares; 2025Q3: 9,779 shares; 2025Q4: 9,394 shares; 2026Q1: 8,810 shares; 2026Q2: 8,649 shares 8,649 $5.94M 0.07% -161 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: 27,877 shares; 2024Q4: 28,034 shares; 2025Q1: 24,658 shares; 2025Q2: 25,785 shares; 2025Q3: 23,598 shares; 2025Q4: 24,522 shares; 2026Q1: 21,524 shares; 2026Q2: 22,784 shares 22,784 $5.43M 0.07% +1,260 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: 8,057 shares; 2024Q4: 8,018 shares; 2025Q1: 8,013 shares; 2025Q2: 8,139 shares; 2025Q3: 8,191 shares; 2025Q4: 8,562 shares; 2026Q1: 10,735 shares; 2026Q2: 12,832 shares 12,832 $4.85M 0.06% +2,097 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: 14,578 shares; 2024Q4: 12,491 shares; 2025Q1: 13,811 shares; 2025Q2: 13,542 shares; 2025Q3: 14,163 shares; 2025Q4: 14,819 shares; 2026Q1: 13,341 shares; 2026Q2: 14,568 shares 14,568 $4.77M 0.06% +1,227 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: 5,221 shares; 2024Q4: 3,455 shares; 2025Q1: 5,155 shares; 2025Q2: 5,156 shares; 2025Q3: 5,016 shares; 2025Q4: 5,055 shares; 2026Q1: 4,893 shares; 2026Q2: 4,987 shares 4,987 $4.67M 0.06% +94 Timeline BBAX 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: 50,458 shares; 2024Q4: 54,531 shares; 2025Q1: 60,686 shares; 2025Q2: 60,238 shares; 2025Q3: 61,673 shares; 2025Q4: 68,452 shares; 2026Q1: 70,196 shares; 2026Q2: 75,620 shares 75,620 $4.53M 0.06% +5,424 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: 5,228 shares; 2024Q4: 7,336 shares; 2025Q1: 6,971 shares; 2025Q2: 6,089 shares; 2025Q3: 5,220 shares; 2025Q4: 5,383 shares; 2026Q1: 5,724 shares; 2026Q2: 5,994 shares 5,994 $4.49M 0.06% +270 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,084 shares; 2024Q4: 139,262 shares; 2025Q1: 141,452 shares; 2025Q2: 96,384 shares; 2025Q3: 90,580 shares; 2025Q4: 83,013 shares; 2026Q1: 83,127 shares; 2026Q2: 90,043 shares 90,043 $4.42M 0.06% +6,916 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: 6,235 shares; 2024Q4: 6,822 shares; 2025Q1: 7,005 shares; 2025Q2: 7,243 shares; 2025Q3: 7,238 shares; 2025Q4: 7,296 shares; 2026Q1: 7,592 shares; 2026Q2: 49,189 shares 49,189 $4.24M 0.05% +41,597 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: 3,638 shares; 2024Q4: 4,263 shares; 2025Q1: 5,428 shares; 2025Q2: 5,978 shares; 2025Q3: 6,393 shares; 2025Q4: 6,323 shares; 2026Q1: 5,962 shares; 2026Q2: 32,870 shares 32,870 $4.08M 0.05% +26,908 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,088 shares; 2024Q4: 15,299 shares; 2025Q1: 28,810 shares; 2025Q2: 34,220 shares; 2025Q3: 44,485 shares; 2025Q4: 60,832 shares; 2026Q1: 91,636 shares; 2026Q2: 118,461 shares 118,461 $4M 0.05% +26,825 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,192 shares; 2024Q4: 23,795 shares; 2025Q1: 22,563 shares; 2025Q2: 29,336 shares; 2025Q3: 30,575 shares; 2025Q4: 30,392 shares; 2026Q1: 50,501 shares; 2026Q2: 53,016 shares 53,016 $3.99M 0.05% +2,515 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: 21,827 shares; 2024Q4: 22,515 shares; 2025Q1: 26,476 shares; 2025Q2: 27,280 shares; 2025Q3: 27,107 shares; 2025Q4: 27,046 shares; 2026Q1: 27,665 shares; 2026Q2: 28,575 shares 28,575 $3.93M 0.05% +910 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: 4,864 shares; 2024Q4: 4,925 shares; 2025Q1: 8,212 shares; 2025Q2: 8,039 shares; 2025Q3: 7,678 shares; 2025Q4: 7,739 shares; 2026Q1: 8,604 shares; 2026Q2: 9,203 shares 9,203 $3.87M 0.05% +599 Timeline KBWB 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: 53,048 shares; 2024Q4: 45,501 shares; 2025Q1: 42,132 shares; 2025Q2: 49,132 shares; 2025Q3: 45,945 shares; 2025Q4: 44,367 shares; 2026Q1: 41,192 shares; 2026Q2: 41,105 shares 41,105 $3.82M 0.05% -87 Timeline RSPH 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: 136,003 shares; 2024Q4: 134,183 shares; 2025Q1: 131,753 shares; 2025Q2: 129,776 shares; 2025Q3: 125,985 shares; 2025Q4: 125,521 shares; 2026Q1: 115,541 shares; 2026Q2: 114,215 shares 114,215 $3.79M 0.05% -1,326 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,437 shares; 2024Q4: 84,164 shares; 2025Q1: 84,164 shares; 2025Q2: 84,101 shares; 2025Q3: 84,101 shares; 2025Q4: 86,325 shares; 2026Q1: 86,325 shares; 2026Q2: 87,464 shares 87,464 $3.7M 0.05% +1,139 Timeline FXR 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: 3,879 shares; 2024Q4: 10,256 shares; 2025Q1: 9,760 shares; 2025Q2: 42,364 shares; 2025Q3: 41,445 shares; 2025Q4: 40,308 shares; 2026Q1: 38,900 shares; 2026Q2: 40,120 shares 40,120 $3.66M 0.05% +1,220 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: 73,609 shares; 2024Q4: 73,855 shares; 2025Q1: 72,395 shares; 2025Q2: 71,567 shares; 2025Q3: 69,875 shares; 2025Q4: 68,365 shares; 2026Q1: 68,967 shares; 2026Q2: 65,022 shares 65,022 $3.48M 0.04% -3,945 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: 6,600 shares; 2024Q4: 5,663 shares; 2025Q1: 6,665 shares; 2025Q2: 6,686 shares; 2025Q3: 6,672 shares; 2025Q4: 6,554 shares; 2026Q1: 6,872 shares; 2026Q2: 6,893 shares 6,893 $3.45M 0.04% +21 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: 9,438 shares; 2024Q4: 9,930 shares; 2025Q1: 9,365 shares; 2025Q2: 7,753 shares; 2025Q3: 6,675 shares; 2025Q4: 9,001 shares; 2026Q1: 9,087 shares; 2026Q2: 9,739 shares 9,739 $3.44M 0.04% +652 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,269 shares; 2024Q4: 14,577 shares; 2025Q1: 14,445 shares; 2025Q2: 13,454 shares; 2025Q3: 13,012 shares; 2025Q4: 13,282 shares; 2026Q1: 13,301 shares; 2026Q2: 13,974 shares 13,974 $3.17M 0.04% +673 Timeline RSPF 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: 55,377 shares; 2024Q4: 54,344 shares; 2025Q1: 40,818 shares; 2025Q2: 41,204 shares; 2025Q3: 40,122 shares; 2025Q4: 39,698 shares; 2026Q1: 39,208 shares; 2026Q2: 39,668 shares 39,668 $3.08M 0.04% +460 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,225 shares; 2024Q4: 31,212 shares; 2025Q1: 34,787 shares; 2025Q2: 50,151 shares; 2025Q3: 50,413 shares; 2025Q4: 57,695 shares; 2026Q1: 61,719 shares; 2026Q2: 66,733 shares 66,733 $2.65M 0.03% +5,014 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: 14,328 shares; 2024Q4: 15,529 shares; 2025Q1: 8,321 shares; 2025Q2: 8,617 shares; 2025Q3: 7,888 shares; 2025Q4: 7,797 shares; 2026Q1: 7,786 shares; 2026Q2: 12,149 shares 12,149 $2.65M 0.03% +4,363 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,199 shares; 2024Q4: 24,279 shares; 2025Q1: 50,479 shares; 2025Q2: 52,769 shares; 2025Q3: 53,897 shares; 2025Q4: 53,915 shares; 2026Q1: 56,143 shares; 2026Q2: 72,846 shares 72,846 $2.51M 0.03% +16,703 Timeline VONE 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: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 7,361 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares; 2026Q1: 7,364 shares; 2026Q2: 7,361 shares 7,361 $2.49M 0.03% -3 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: 14,405 shares; 2024Q4: 14,839 shares; 2025Q1: 13,963 shares; 2025Q2: 17,245 shares; 2025Q3: 15,060 shares; 2025Q4: 17,558 shares; 2026Q1: 23,191 shares; 2026Q2: 25,424 shares 25,424 $2.46M 0.03% +2,233 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,808 shares; 2024Q4: 30,748 shares; 2025Q1: 27,374 shares; 2025Q2: 26,038 shares; 2025Q3: 27,755 shares; 2025Q4: 27,033 shares; 2026Q1: 26,581 shares; 2026Q2: 26,966 shares 26,966 $2.39M 0.03% +385 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 2,186 shares; 2025Q1: 3,452 shares; 2025Q2: 3,544 shares; 2025Q3: 4,026 shares; 2025Q4: 4,219 shares; 2026Q1: 3,399 shares; 2026Q2: 3,574 shares 3,574 $2.34M 0.03% +175 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: 1,529 shares; 2025Q4: 1,460 shares; 2026Q1: 1,761 shares; 2026Q2: 1,985 shares 1,985 $2.29M 0.03% +224 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,728 shares; 2024Q4: 45,775 shares; 2025Q1: 45,541 shares; 2025Q2: 46,153 shares; 2025Q3: 42,267 shares; 2025Q4: 42,594 shares; 2026Q1: 41,967 shares; 2026Q2: 43,123 shares 43,123 $2.22M 0.03% +1,156 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: 36,655 shares; 2024Q4: 37,245 shares; 2025Q1: 8,185 shares; 2025Q2: 7,805 shares; 2025Q3: 10,464 shares; 2025Q4: 10,049 shares; 2026Q1: 6,066 shares; 2026Q2: 5,842 shares 5,842 $2.16M 0.03% -224 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: 5,717 shares; 2024Q4: 40,235 shares; 2025Q1: 4,223 shares; 2025Q2: 28,240 shares; 2025Q3: 27,534 shares; 2025Q4: 27,365 shares; 2026Q1: 27,035 shares; 2026Q2: 26,833 shares 26,833 $2.13M 0.03% -202 Timeline RSPN 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: 51,013 shares; 2024Q4: 49,849 shares; 2025Q1: 38,962 shares; 2025Q2: 40,343 shares; 2025Q3: 38,807 shares; 2025Q4: 37,853 shares; 2026Q1: 35,578 shares; 2026Q2: 32,901 shares 32,901 $2.11M 0.03% -2,677 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: 9,167 shares; 2024Q4: 12,447 shares; 2025Q1: 11,223 shares; 2025Q2: 9,485 shares; 2025Q3: 8,416 shares; 2025Q4: 9,764 shares; 2026Q1: 10,557 shares; 2026Q2: 8,373 shares 8,373 $1.98M 0.02% -2,184 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: 5,807 shares; 2024Q4: 6,279 shares; 2025Q1: 6,322 shares; 2025Q2: 6,172 shares; 2025Q3: 6,216 shares; 2025Q4: 5,255 shares; 2026Q1: 6,313 shares; 2026Q2: 24,108 shares 24,108 $1.94M 0.02% +17,795 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,531 shares; 2024Q4: 3,788 shares; 2025Q1: 5,600 shares; 2025Q2: 5,232 shares; 2025Q3: 4,600 shares; 2025Q4: 4,521 shares; 2026Q1: 4,548 shares; 2026Q2: 4,566 shares 4,566 $1.9M 0.02% +18 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,068 shares; 2024Q4: 6,536 shares; 2025Q1: 7,445 shares; 2025Q2: 7,021 shares; 2025Q3: 8,109 shares; 2025Q4: 9,390 shares; 2026Q1: 10,502 shares; 2026Q2: 15,774 shares 15,774 $1.79M 0.02% +5,272 Timeline FXG 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: 32,229 shares; 2024Q4: 31,206 shares; 2025Q1: 30,808 shares; 2025Q2: 30,557 shares; 2025Q3: 30,544 shares; 2025Q4: 28,815 shares; 2026Q1: 28,269 shares; 2026Q2: 28,269 shares 28,269 $1.77M 0.02% 0 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: 18,896 shares; 2024Q4: 20,929 shares; 2025Q1: 21,035 shares; 2025Q2: 21,853 shares; 2025Q3: 22,502 shares; 2025Q4: 22,418 shares; 2026Q1: 21,904 shares; 2026Q2: 21,404 shares 21,404 $1.7M 0.02% -500 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,964 shares; 2026Q1: 8,990 shares; 2026Q2: 10,693 shares 10,693 $1.68M 0.02% +1,703 Timeline BBEU 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: 28,350 shares; 2024Q4: 21,633 shares; 2025Q1: 21,593 shares; 2025Q2: 20,962 shares; 2025Q3: 20,962 shares; 2025Q4: 24,788 shares; 2026Q1: 22,473 shares; 2026Q2: 21,429 shares 21,429 $1.67M 0.02% -1,044 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,191 shares; 2024Q4: 2,458 shares; 2025Q1: 2,622 shares; 2025Q2: 2,539 shares; 2025Q3: 2,958 shares; 2025Q4: 5,034 shares; 2026Q1: 4,580 shares; 2026Q2: 4,810 shares 4,810 $1.65M 0.02% +230 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 1,956 shares; 2025Q1: 1,535 shares; 2025Q2: 1,417 shares; 2025Q3: 1,536 shares; 2025Q4: 1,772 shares; 2026Q1: 2,157 shares; 2026Q2: 2,199 shares 2,199 $1.59M 0.02% +42 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,944 shares; 2025Q3: 4,897 shares; 2025Q4: 4,550 shares; 2026Q1: 4,621 shares; 2026Q2: 4,636 shares 4,636 $1.59M 0.02% +15 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 2,239 shares; 2025Q1: 2,398 shares; 2025Q2: 2,361 shares; 2025Q3: 1,918 shares; 2025Q4: 2,285 shares; 2026Q1: 2,827 shares; 2026Q2: 3,243 shares 3,243 $1.55M 0.02% +416 Timeline FLAU FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,684 shares; 2024Q4: 14,700 shares; 2025Q1: 14,380 shares; 2025Q2: 42,627 shares; 2025Q3: 42,457 shares; 2025Q4: 45,622 shares; 2026Q1: 45,890 shares; 2026Q2: 45,641 shares 45,641 $1.54M 0.02% -249 Timeline EWUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,756 shares; 2024Q4: 35,429 shares; 2025Q1: 35,963 shares; 2025Q2: 34,768 shares; 2025Q3: 34,703 shares; 2025Q4: 34,703 shares; 2026Q1: 34,703 shares; 2026Q2: 34,884 shares 34,884 $1.46M 0.02% +181 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: 5,072 shares; 2024Q4: 5,415 shares; 2025Q1: 4,992 shares; 2025Q2: 4,824 shares; 2025Q3: 4,495 shares; 2025Q4: 2,060 shares; 2026Q1: 2,090 shares; 2026Q2: 5,809 shares 5,809 $1.46M 0.02% +3,719 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: 13,151 shares; 2024Q4: 14,181 shares; 2025Q1: 11,337 shares; 2025Q2: 11,277 shares; 2025Q3: 10,125 shares; 2025Q4: 9,886 shares; 2026Q1: 10,053 shares; 2026Q2: 10,678 shares 10,678 $1.46M 0.02% +625 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: 2,104 shares; 2024Q4: 2,093 shares; 2025Q1: 2,106 shares; 2025Q2: 2,288 shares; 2025Q3: 2,232 shares; 2025Q4: 1,959 shares; 2026Q1: 2,408 shares; 2026Q2: 2,539 shares 2,539 $1.43M 0.02% +131 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,243 shares; 2024Q4: 122,224 shares; 2025Q1: 64,321 shares; 2025Q2: 63,407 shares; 2025Q3: 62,483 shares; 2025Q4: 61,235 shares; 2026Q1: 60,715 shares; 2026Q2: 65,723 shares 65,723 $1.41M 0.02% +5,008 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,012 shares; 2024Q4: 12,012 shares; 2025Q1: 12,012 shares; 2025Q2: 11,571 shares; 2025Q3: 9,326 shares; 2025Q4: 9,527 shares; 2026Q1: 9,468 shares; 2026Q2: 9,465 shares 9,465 $1.39M 0.02% -3 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,546 shares; 2024Q4: 2,912 shares; 2025Q1: 4,786 shares; 2025Q2: 3,197 shares; 2025Q3: 3,256 shares; 2025Q4: 3,366 shares; 2026Q1: 4,317 shares; 2026Q2: 4,083 shares 4,083 $1.38M 0.02% -234 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 13,740 shares 13,740 $1.33M 0.02% -1,260 Timeline RSPG 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: 20,353 shares; 2024Q4: 20,199 shares; 2025Q1: 20,187 shares; 2025Q2: 20,156 shares; 2025Q3: 19,333 shares; 2025Q4: 19,007 shares; 2026Q1: 13,811 shares; 2026Q2: 13,317 shares 13,317 $1.3M 0.02% -494 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: 7,080 shares; 2024Q4: 7,809 shares; 2025Q1: 9,011 shares; 2025Q2: 8,318 shares; 2025Q3: 7,914 shares; 2025Q4: 7,634 shares; 2026Q1: 8,527 shares; 2026Q2: 8,778 shares 8,778 $1.3M 0.02% +251 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: 1,663 shares; 2024Q4: 1,584 shares; 2025Q1: 1,761 shares; 2025Q2: 1,886 shares; 2025Q3: 2,785 shares; 2025Q4: 2,254 shares; 2026Q1: 3,656 shares; 2026Q2: 5,088 shares 5,088 $1.29M 0.02% +1,432 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 2,908 shares; 2025Q1: 4,058 shares; 2025Q2: 3,804 shares; 2025Q3: 3,859 shares; 2025Q4: 3,599 shares; 2026Q1: 3,520 shares; 2026Q2: 3,720 shares 3,720 $1.27M 0.02% +200 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,497 shares; 2026Q1: 3,280 shares; 2026Q2: 14,398 shares 14,398 $1.27M 0.02% +11,118 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,543 shares; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,264 shares; 2025Q3: 2,155 shares; 2025Q4: 2,638 shares; 2026Q1: 2,753 shares; 2026Q2: 4,425 shares 4,425 $1.26M 0.02% +1,672 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: 3,199 shares; 2024Q4: 3,405 shares; 2025Q1: 4,327 shares; 2025Q2: 3,900 shares; 2025Q3: 3,908 shares; 2025Q4: 3,932 shares; 2026Q1: 4,058 shares; 2026Q2: 4,176 shares 4,176 $1.25M 0.02% +118 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,930 shares; 2025Q1: 4,525 shares; 2025Q2: 3,796 shares; 2025Q3: 4,168 shares; 2025Q4: 4,128 shares; 2026Q1: 4,444 shares; 2026Q2: 6,649 shares 6,649 $1.25M 0.02% +2,205 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: 568 shares; 2024Q4: 608 shares; 2025Q1: 655 shares; 2025Q2: 732 shares; 2025Q3: 587 shares; 2025Q4: 669 shares; 2026Q1: 803 shares; 2026Q2: 1,167 shares 1,167 $1.24M 0.02% +364 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: 3,045 shares; 2024Q4: 2,906 shares; 2025Q1: 2,895 shares; 2025Q2: 2,944 shares; 2025Q3: 3,091 shares; 2025Q4: 3,016 shares; 2026Q1: 3,136 shares; 2026Q2: 3,432 shares 3,432 $1.21M 0.02% +296 Timeline VONG 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: 4,284 shares; 2024Q4: 4,364 shares; 2025Q1: 4,455 shares; 2025Q2: 4,820 shares; 2025Q3: 4,742 shares; 2025Q4: 4,728 shares; 2026Q1: 6,811 shares; 2026Q2: 9,237 shares 9,237 $1.18M 0.01% +2,426 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,019 shares; 2024Q4: 3,876 shares; 2025Q1: 6,823 shares; 2025Q2: 6,928 shares; 2025Q3: 7,243 shares; 2025Q4: 7,131 shares; 2026Q1: 9,895 shares; 2026Q2: 9,849 shares 9,849 $1.16M 0.01% -46 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,822 shares; 2025Q1: 1,818 shares; 2025Q2: 1,672 shares; 2025Q3: 1,490 shares; 2025Q4: 1,604 shares; 2026Q1: 1,739 shares; 2026Q2: 2,213 shares 2,213 $1.14M 0.01% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,675 shares; 2026Q1: 9,330 shares; 2026Q2: 12,985 shares 12,985 $1.08M 0.01% +3,655 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: 13,351 shares; 2024Q4: 11,289 shares; 2025Q1: 7,454 shares; 2025Q2: 6,931 shares; 2025Q3: 5,688 shares; 2025Q4: 6,562 shares; 2026Q1: 7,021 shares; 2026Q2: 9,056 shares 9,056 $1.06M 0.01% +2,035 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 274 shares; 2026Q1: 300 shares; 2026Q2: 3,507 shares 3,507 $1.06M 0.01% +3,207 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,374 shares; 2024Q4: 2,338 shares; 2025Q1: 2,299 shares; 2025Q2: 1,973 shares; 2025Q3: 1,748 shares; 2025Q4: 1,880 shares; 2026Q1: 3,110 shares; 2026Q2: 4,314 shares 4,314 $1.05M 0.01% +1,204 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 16,089 shares; 2026Q1: 12,835 shares; 2026Q2: 12,835 shares 12,835 $1.04M 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,983 shares; 2024Q4: 8,845 shares; 2025Q1: 8,413 shares; 2025Q2: 7,876 shares; 2025Q3: 11,819 shares; 2025Q4: 11,567 shares; 2026Q1: 12,012 shares; 2026Q2: 11,780 shares 11,780 $1.03M 0.01% -232 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: 902 shares; 2024Q4: 912 shares; 2025Q1: 928 shares; 2025Q2: 931 shares; 2025Q3: 976 shares; 2025Q4: 10,945 shares; 2026Q1: 14,205 shares; 2026Q2: 14,192 shares 14,192 $1.01M 0.01% -13 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,266 shares; 2025Q1: 4,403 shares; 2025Q2: 3,898 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 3,891 shares; 2026Q2: 3,891 shares 3,891 $990K 0.01% 0 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: 4,917 shares; 2024Q4: 5,352 shares; 2025Q1: 4,554 shares; 2025Q2: 3,579 shares; 2025Q3: 3,746 shares; 2025Q4: 4,772 shares; 2026Q1: 4,115 shares; 2026Q2: 5,192 shares 5,192 $985K 0.01% +1,077 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: 1,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 993 shares; 2026Q1: 1,230 shares; 2026Q2: 1,669 shares 1,669 $970K 0.01% +439 Timeline FXD 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: 7,199 shares; 2024Q4: 7,472 shares; 2025Q1: 255,940 shares; 2025Q2: 15,111 shares; 2025Q3: 16,139 shares; 2025Q4: 15,187 shares; 2026Q1: 13,917 shares; 2026Q2: 13,811 shares 13,811 $955K 0.01% -106 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 625 shares; 2025Q4: 677 shares; 2026Q1: 699 shares; 2026Q2: 791 shares 791 $930K 0.01% +92 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 8,871 shares; 2025Q2: 9,504 shares; 2025Q3: 5,389 shares; 2025Q4: 5,611 shares; 2026Q1: 5,611 shares; 2026Q2: 5,608 shares 5,608 $923K 0.01% -3 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: 2,902 shares; 2024Q4: 3,480 shares; 2025Q1: 3,405 shares; 2025Q2: 3,146 shares; 2025Q3: 2,729 shares; 2025Q4: 2,577 shares; 2026Q1: 2,916 shares; 2026Q2: 2,810 shares 2,810 $852K 0.01% -106 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: 5,659 shares; 2024Q4: 8,202 shares; 2025Q1: 8,414 shares; 2025Q2: 8,136 shares; 2025Q3: 7,724 shares; 2025Q4: 7,659 shares; 2026Q1: 5,691 shares; 2026Q2: 5,802 shares 5,802 $850K 0.01% +111 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: 20,588 shares; 2024Q4: 19,733 shares; 2025Q1: 17,564 shares; 2025Q2: 10,508 shares; 2025Q3: 10,518 shares; 2025Q4: 10,071 shares; 2026Q1: 10,083 shares; 2026Q2: 10,429 shares 10,429 $848K 0.01% +346 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares; 2026Q1: 5,564 shares; 2026Q2: 6,980 shares 6,980 $831K 0.01% +1,416 Timeline FKU 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: 34,775 shares; 2024Q4: 17,554 shares; 2025Q1: 14,740 shares; 2025Q2: 14,852 shares; 2025Q3: 14,903 shares; 2025Q4: 14,032 shares; 2026Q1: 14,812 shares; 2026Q2: 15,591 shares 15,591 $820K 0.01% +779 Timeline FXL 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 4,998 shares; 2025Q2: 4,998 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares; 2026Q1: 4,475 shares; 2026Q2: 3,749 shares 3,749 $814K 0.01% -726 Timeline RSPC 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: 80,945 shares; 2024Q4: 30,161 shares; 2025Q1: 27,532 shares; 2025Q2: 27,532 shares; 2025Q3: 25,746 shares; 2025Q4: 21,628 shares; 2026Q1: 27,215 shares; 2026Q2: 22,994 shares 22,994 $812K 0.01% -4,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,931 shares 7,931 $811K 0.01% new 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: 14,797 shares; 2024Q4: 14,842 shares; 2025Q1: 10,971 shares; 2025Q2: 11,171 shares; 2025Q3: 11,098 shares; 2025Q4: 10,251 shares; 2026Q1: 10,391 shares; 2026Q2: 10,427 shares 10,427 $804K 0.01% +36 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,300 shares; 2025Q1: 1,776 shares; 2025Q2: 1,607 shares; 2025Q3: 1,803 shares; 2025Q4: 1,887 shares; 2026Q1: 1,984 shares; 2026Q2: 2,150 shares 2,150 $803K 0.01% +166 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,687 shares; 2026Q2: 1,508 shares 1,508 $794K 0.01% -179 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,325 shares; 2025Q2: 1,302 shares; 2025Q3: 817 shares; 2025Q4: 722 shares; 2026Q1: 2,155 shares; 2026Q2: 3,121 shares 3,121 $775K 0.01% +966 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,908 shares; 2024Q4: 7,924 shares; 2025Q1: 8,056 shares; 2025Q2: 7,552 shares; 2025Q3: 7,522 shares; 2025Q4: 6,579 shares; 2026Q1: 6,703 shares; 2026Q2: 6,571 shares 6,571 $772K 0.01% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,446 shares; 2026Q2: 10,170 shares 10,170 $725K 0.01% +1,724 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 928 shares; 2026Q1: 980 shares; 2026Q2: 1,385 shares 1,385 $724K 0.01% +405 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 2,895 shares; 2026Q2: 3,009 shares 3,009 $715K 0.01% +114 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,468 shares; 2025Q3: 3,440 shares; 2025Q4: 3,415 shares; 2026Q1: 3,120 shares; 2026Q2: 3,098 shares 3,098 $705K 0.01% -22 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,145 shares; 2024Q4: 12,705 shares; 2025Q1: 11,719 shares; 2025Q2: 11,719 shares; 2025Q3: 9,103 shares; 2025Q4: 8,352 shares; 2026Q1: 8,078 shares; 2026Q2: 10,973 shares 10,973 $683K 0.01% +2,895 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 1,167 shares; 2025Q1: 2,165 shares; 2025Q2: 2,149 shares; 2025Q3: 2,172 shares; 2025Q4: 2,122 shares; 2026Q1: 2,114 shares; 2026Q2: 2,162 shares 2,162 $681K 0.01% +48 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,446 shares 4,446 $677K 0.01% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,485 shares; 2024Q4: 7,075 shares; 2025Q1: 7,075 shares; 2025Q2: 7,572 shares; 2025Q3: 7,194 shares; 2025Q4: 7,154 shares; 2026Q1: 7,196 shares; 2026Q2: 7,285 shares 7,285 $656K 0.01% +89 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,695 shares; 2025Q4: 11,209 shares; 2026Q1: 9,480 shares; 2026Q2: 22,570 shares 22,570 $654K 0.01% +13,090 Timeline FSZ 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: 9,709 shares; 2024Q4: 10,285 shares; 2025Q1: 9,414 shares; 2025Q2: 9,452 shares; 2025Q3: 7,092 shares; 2025Q4: 7,128 shares; 2026Q1: 7,563 shares; 2026Q2: 7,826 shares 7,826 $642K 0.01% +263 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,252 shares; 2025Q1: 1,919 shares; 2025Q2: 1,249 shares; 2025Q3: 1,898 shares; 2025Q4: 2,036 shares; 2026Q1: 2,029 shares; 2026Q2: 2,260 shares 2,260 $636K 0.01% +231 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,271 shares; 2025Q1: 1,235 shares; 2025Q2: 1,200 shares; 2025Q3: 1,191 shares; 2025Q4: 1,289 shares; 2026Q1: 1,336 shares; 2026Q2: 1,428 shares 1,428 $609K 0.01% +92 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: 1,456 shares; 2024Q4: 2,093 shares; 2025Q1: 2,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,856 shares 2,856 $608K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 1,233 shares; 2025Q1: 1,251 shares; 2025Q2: 1,234 shares; 2025Q3: 1,247 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares; 2026Q2: 1,320 shares 1,320 $606K 0.01% +75 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: 1,173 shares; 2024Q4: 1,178 shares; 2025Q1: 1,990 shares; 2025Q2: 1,977 shares; 2025Q3: 2,493 shares; 2025Q4: 2,522 shares; 2026Q1: 2,472 shares; 2026Q2: 2,427 shares 2,427 $598K 0.01% -45 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: 1,024 shares; 2026Q2: 1,341 shares 1,341 $581K 0.01% +317 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: 2,736 shares; 2024Q4: 2,853 shares; 2025Q1: 3,698 shares; 2025Q2: 2,710 shares; 2025Q3: 3,686 shares; 2025Q4: 3,684 shares; 2026Q1: 3,684 shares; 2026Q2: 5,153 shares 5,153 $568K 0.01% +1,469 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: 4,590 shares; 2024Q4: 4,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,158 shares; 2025Q3: 2,334 shares; 2025Q4: 2,202 shares; 2026Q1: 3,404 shares; 2026Q2: 3,452 shares 3,452 $567K 0.01% +48 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 1,316 shares; 2025Q1: 1,311 shares; 2025Q2: 1,329 shares; 2025Q3: 1,336 shares; 2025Q4: 1,363 shares; 2026Q1: 1,388 shares; 2026Q2: 1,631 shares 1,631 $556K 0.01% +243 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: 1,048 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares; 2026Q2: 1,350 shares 1,350 $553K 0.01% +4 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,435 shares; 2024Q4: 6,083 shares; 2025Q1: 3,545 shares; 2025Q2: 2,975 shares; 2025Q3: 3,829 shares; 2025Q4: 4,058 shares; 2026Q1: 3,614 shares; 2026Q2: 3,330 shares 3,330 $552K 0.01% -284 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: 5,063 shares 5,063 $538K 0.01% new 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: 2,279 shares; 2024Q4: 3,465 shares; 2025Q1: 3,299 shares; 2025Q2: 2,924 shares; 2025Q3: 3,505 shares; 2025Q4: 3,543 shares; 2026Q1: 4,158 shares; 2026Q2: 3,966 shares 3,966 $537K 0.01% -192 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,276 shares; 2026Q1: 1,155 shares; 2026Q2: 1,751 shares 1,751 $522K 0.01% +596 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,512 shares 1,512 $520K 0.01% +162 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: 3,100 shares; 2025Q1: 2,811 shares; 2025Q2: 2,800 shares; 2025Q3: 2,725 shares; 2025Q4: 2,698 shares; 2026Q1: 3,226 shares; 2026Q2: 3,106 shares 3,106 $518K 0.01% -120 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 950 shares; 2025Q1: 895 shares; 2025Q2: 882 shares; 2025Q3: 868 shares; 2025Q4: 881 shares; 2026Q1: 889 shares; 2026Q2: 992 shares 992 $515K 0.01% +103 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: not reported; 2026Q2: 255 shares 255 $506K 0.01% new Timeline RSPD 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: 16,386 shares; 2024Q4: 16,386 shares; 2025Q1: 10,409 shares; 2025Q2: 9,521 shares; 2025Q3: 9,497 shares; 2025Q4: 9,497 shares; 2026Q1: 9,032 shares; 2026Q2: 9,032 shares 9,032 $506K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,504 shares; 2025Q1: 1,364 shares; 2025Q2: 1,371 shares; 2025Q3: 2,379 shares; 2025Q4: 2,682 shares; 2026Q1: 2,513 shares; 2026Q2: 2,325 shares 2,325 $503K 0.01% -188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,821 shares; 2025Q4: 1,926 shares; 2026Q1: 1,315 shares; 2026Q2: 1,363 shares 1,363 $502K 0.01% +48 Timeline FDIS 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: 5,932 shares; 2024Q4: 6,549 shares; 2025Q1: 6,736 shares; 2025Q2: 6,440 shares; 2025Q3: 2,623 shares; 2025Q4: 4,579 shares; 2026Q1: 4,580 shares; 2026Q2: 4,581 shares 4,581 $471K 0.01% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $467K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 346 shares; 2025Q4: 416 shares; 2026Q1: 458 shares; 2026Q2: 459 shares 459 $465K 0.01% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 675 shares; 2025Q1: 556 shares; 2025Q2: 520 shares; 2025Q3: 527 shares; 2025Q4: 494 shares; 2026Q1: 452 shares; 2026Q2: 473 shares 473 $463K 0.01% +21 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,144 shares; 2024Q4: 15,659 shares; 2025Q1: 13,159 shares; 2025Q2: 5,835 shares; 2025Q3: 5,836 shares; 2025Q4: 5,701 shares; 2026Q1: 5,701 shares; 2026Q2: 6,092 shares 6,092 $462K 0.01% +391 Timeline FSTA 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: 14,980 shares; 2024Q4: 15,806 shares; 2025Q1: 14,019 shares; 2025Q2: 11,963 shares; 2025Q3: 5,118 shares; 2025Q4: 8,802 shares; 2026Q1: 8,755 shares; 2026Q2: 8,758 shares 8,758 $460K 0.01% +3 Timeline RSPS 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: 31,790 shares; 2024Q4: 19,125 shares; 2025Q1: 16,770 shares; 2025Q2: 16,622 shares; 2025Q3: 15,472 shares; 2025Q4: 15,472 shares; 2026Q1: 15,472 shares; 2026Q2: 15,257 shares 15,257 $457K 0.01% -215 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297 shares; 2024Q4: 1,655 shares; 2025Q1: 1,673 shares; 2025Q2: 1,651 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,667 shares; 2026Q2: 1,692 shares 1,692 $456K 0.01% +25 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,964 shares; 2025Q3: 2,178 shares; 2025Q4: 2,348 shares; 2026Q1: 2,575 shares; 2026Q2: 2,614 shares 2,614 $444K 0.01% +39 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: 398 shares; 2024Q4: 398 shares; 2025Q1: 442 shares; 2025Q2: 607 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $441K 0.01% 0 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: 1,263 shares; 2024Q4: 1,318 shares; 2025Q1: 1,484 shares; 2025Q2: 1,349 shares; 2025Q3: 1,324 shares; 2025Q4: 1,519 shares; 2026Q1: 1,283 shares; 2026Q2: 1,627 shares 1,627 $440K 0.01% +344 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,115 shares; 2025Q4: 1,092 shares; 2026Q1: 1,889 shares; 2026Q2: 1,908 shares 1,908 $438K 0.01% +19 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,409 shares; 2024Q4: 5,769 shares; 2025Q1: 5,891 shares; 2025Q2: 5,795 shares; 2025Q3: 5,474 shares; 2025Q4: 5,818 shares; 2026Q1: 5,638 shares; 2026Q2: 5,845 shares 5,845 $435K 0.01% +207 Timeline FTXN 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: 22,925 shares; 2024Q4: 58,915 shares; 2025Q1: 40,674 shares; 2025Q2: 16,849 shares; 2025Q3: 16,049 shares; 2025Q4: 16,053 shares; 2026Q1: 13,534 shares; 2026Q2: 12,835 shares 12,835 $429K 0.01% -699 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,369 shares; 2024Q4: 1,237 shares; 2025Q1: 1,244 shares; 2025Q2: 1,220 shares; 2025Q3: 1,248 shares; 2025Q4: 1,246 shares; 2026Q1: 1,280 shares; 2026Q2: 814 shares 814 $404K 0.01% -466 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 4,973 shares; 2025Q1: 4,298 shares; 2025Q2: 2,958 shares; 2025Q3: 2,882 shares; 2025Q4: 2,836 shares; 2026Q1: 3,637 shares; 2026Q2: 3,637 shares 3,637 $401K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,214 shares 2,214 $401K 0.01% new Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $400K 0.01% 0 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,323 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares; 2026Q2: 2,238 shares 2,238 $399K <0.01% -10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,965 shares; 2025Q1: 1,974 shares; 2025Q2: 1,877 shares; 2025Q3: 1,688 shares; 2025Q4: 1,780 shares; 2026Q1: 1,632 shares; 2026Q2: 1,656 shares 1,656 $394K <0.01% +24 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 4,627 shares; 2025Q1: 3,883 shares; 2025Q2: 3,007 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares; 2026Q1: 2,413 shares; 2026Q2: 3,066 shares 3,066 $394K <0.01% +653 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: 9,989 shares; 2024Q4: 9,989 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,639 shares; 2025Q4: 8,639 shares; 2026Q1: 8,639 shares; 2026Q2: 8,848 shares 8,848 $392K <0.01% +209 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 842 shares; 2025Q1: 824 shares; 2025Q2: 963 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 1,110 shares; 2026Q2: 1,043 shares 1,043 $391K <0.01% -67 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: 2,176 shares; 2024Q4: 2,338 shares; 2025Q1: 2,320 shares; 2025Q2: 1,896 shares; 2025Q3: 1,718 shares; 2025Q4: 2,590 shares; 2026Q1: 3,279 shares; 2026Q2: 2,086 shares 2,086 $385K <0.01% -1,193 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 313 shares; 2025Q4: 432 shares; 2026Q1: 447 shares; 2026Q2: 510 shares 510 $385K <0.01% +63 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 821 shares; 2025Q1: 771 shares; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 738 shares; 2026Q1: 896 shares; 2026Q2: 1,058 shares 1,058 $383K <0.01% +162 Timeline GSLC 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: not reported; 2026Q1: 1,958 shares; 2026Q2: 2,601 shares 2,601 $369K <0.01% +643 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,857 shares; 2025Q2: 1,797 shares; 2025Q3: 1,702 shares; 2025Q4: 1,766 shares; 2026Q1: 2,352 shares; 2026Q2: 2,296 shares 2,296 $367K <0.01% -56 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $367K <0.01% new 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: 3,336 shares; 2024Q4: 3,333 shares; 2025Q1: 3,073 shares; 2025Q2: 2,618 shares; 2025Q3: 2,708 shares; 2025Q4: 2,398 shares; 2026Q1: 2,540 shares; 2026Q2: 2,491 shares 2,491 $365K <0.01% -49 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,379 shares 1,379 $359K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 315 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 302 shares; 2026Q2: 299 shares 299 $357K <0.01% -3 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,605 shares; 2024Q4: 8,309 shares; 2025Q1: 7,465 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,250 shares; 2026Q1: 6,630 shares; 2026Q2: 6,655 shares 6,655 $354K <0.01% +25 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: 3,114 shares; 2024Q4: 16,608 shares; 2025Q1: 15,342 shares; 2025Q2: 10,206 shares; 2025Q3: 10,206 shares; 2025Q4: 10,206 shares; 2026Q1: 11,441 shares; 2026Q2: 12,011 shares 12,011 $353K <0.01% +570 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,303 shares; 2024Q4: 4,428 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,634 shares; 2026Q1: 1,539 shares; 2026Q2: 1,677 shares 1,677 $351K <0.01% +138 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: 1,987 shares; 2024Q4: 2,063 shares; 2025Q1: 2,088 shares; 2025Q2: 2,154 shares; 2025Q3: 2,029 shares; 2025Q4: 2,168 shares; 2026Q1: 2,202 shares; 2026Q2: 2,278 shares 2,278 $345K <0.01% +76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares; 2026Q2: 2,158 shares 2,158 $339K <0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,192 shares 3,192 $332K <0.01% new Timeline QQEW 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: 2,069 shares 2,069 $330K <0.01% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,008 shares 8,008 $321K <0.01% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 289 shares; 2025Q3: 255 shares; 2025Q4: 288 shares; 2026Q1: 302 shares; 2026Q2: 332 shares 332 $319K <0.01% +30 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: 2,279 shares 2,279 $318K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 219 shares; 2025Q2: 2,895 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,577 shares; 2026Q2: 3,341 shares 3,341 $308K <0.01% +764 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 2,622 shares; 2026Q1: 3,127 shares; 2026Q2: 2,681 shares 2,681 $306K <0.01% -446 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: 1,754 shares; 2024Q4: 1,723 shares; 2025Q1: 2,532 shares; 2025Q2: 1,525 shares; 2025Q3: 1,268 shares; 2025Q4: 1,183 shares; 2026Q1: 1,187 shares; 2026Q2: 1,257 shares 1,257 $305K <0.01% +70 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 342 shares; 2025Q4: 342 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $305K <0.01% 0 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: not reported; 2024Q4: 1,597 shares; 2025Q1: 1,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares; 2026Q2: 1,923 shares 1,923 $304K <0.01% +258 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $304K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $301K <0.01% new Timeline RVNU 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: 29,268 shares; 2024Q4: 26,267 shares; 2025Q1: 17,426 shares; 2025Q2: 26,504 shares; 2025Q3: 27,749 shares; 2025Q4: 26,161 shares; 2026Q1: 26,133 shares; 2026Q2: 11,857 shares 11,857 $300K <0.01% -14,276 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: 1,890 shares; 2026Q1: 1,916 shares; 2026Q2: 2,125 shares 2,125 $297K <0.01% +209 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: not reported; 2026Q1: 3,110 shares; 2026Q2: 3,822 shares 3,822 $293K <0.01% +712 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 699 shares; 2025Q3: 654 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 3,323 shares 3,323 $292K <0.01% +2,443 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,572 shares; 2025Q1: 1,503 shares; 2025Q2: 1,190 shares; 2025Q3: 1,414 shares; 2025Q4: 1,479 shares; 2026Q1: 1,576 shares; 2026Q2: 1,324 shares 1,324 $289K <0.01% -252 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares; 2026Q1: not reported; 2026Q2: 254 shares 254 $288K <0.01% new Timeline VTWO 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: 2,373 shares 2,373 $288K <0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,907 shares; 2024Q4: 3,907 shares; 2025Q1: 3,826 shares; 2025Q2: 1,262 shares; 2025Q3: 957 shares; 2025Q4: 955 shares; 2026Q1: 1,153 shares; 2026Q2: 1,293 shares 1,293 $285K <0.01% +140 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,253 shares 1,253 $281K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $280K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,253 shares 1,253 $277K <0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC 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: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,284 shares; 2026Q2: 1,299 shares 1,299 $277K <0.01% +15 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,477 shares 5,477 $276K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares; 2026Q2: 1,924 shares 1,924 $275K <0.01% +25 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,722 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,559 shares 1,559 $275K <0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 432 shares 432 $274K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: not reported; 2026Q1: 1,499 shares; 2026Q2: 1,585 shares 1,585 $268K <0.01% +86 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $264K <0.01% new Timeline ILCG 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: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $263K <0.01% 0 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: 1,204 shares; 2024Q4: 1,208 shares; 2025Q1: 1,204 shares; 2025Q2: 1,169 shares; 2025Q3: 1,142 shares; 2025Q4: 1,144 shares; 2026Q1: 1,222 shares; 2026Q2: 1,164 shares 1,164 $259K <0.01% -58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,748 shares; 2026Q1: 2,749 shares; 2026Q2: 2,680 shares 2,680 $259K <0.01% -69 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,903 shares; 2025Q1: not reported; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,903 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $257K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,179 shares 4,179 $257K <0.01% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 2,375 shares; 2025Q1: 3,949 shares; 2025Q2: 2,424 shares; 2025Q3: 2,409 shares; 2025Q4: not reported; 2026Q1: 2,329 shares; 2026Q2: 2,508 shares 2,508 $256K <0.01% +179 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: not reported; 2024Q4: 9,111 shares; 2025Q1: 7,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,926 shares 7,926 $251K <0.01% new Timeline IBMR 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: 16,857 shares; 2025Q2: 26,421 shares; 2025Q3: 25,469 shares; 2025Q4: 24,971 shares; 2026Q1: 23,564 shares; 2026Q2: 9,858 shares 9,858 $250K <0.01% -13,706 Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,116 shares 1,116 $250K <0.01% new 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: 4,926 shares; 2024Q4: 5,276 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,036 shares; 2026Q2: 1,015 shares 1,015 $250K <0.01% -21 Timeline QTEC 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: 745 shares 745 $249K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 623 shares 623 $247K <0.01% new 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: 2,461 shares; 2024Q4: 3,447 shares; 2025Q1: 3,481 shares; 2025Q2: 3,489 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: not reported; 2026Q2: 929 shares 929 $246K <0.01% new 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: 1,535 shares; 2025Q3: 1,525 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,551 shares 1,551 $242K <0.01% +30 Timeline RSPR 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: 14,552 shares; 2024Q4: 7,897 shares; 2025Q1: 7,059 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,603 shares 6,603 $241K <0.01% -297 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY 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: 624 shares 624 $241K <0.01% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 1,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $235K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,113 shares; 2025Q3: 1,094 shares; 2025Q4: 1,091 shares; 2026Q1: 1,071 shares; 2026Q2: 1,203 shares 1,203 $234K <0.01% +132 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares 1,599 $234K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 780 shares 780 $232K <0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 4,443 shares; 2025Q1: 5,653 shares; 2025Q2: 3,450 shares; 2025Q3: 4,294 shares; 2025Q4: 4,510 shares; 2026Q1: 4,572 shares; 2026Q2: 2,112 shares 2,112 $227K <0.01% -2,460 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares; 2026Q2: 3,000 shares 3,000 $227K <0.01% -488 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,301 shares 3,301 $226K <0.01% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $226K <0.01% 0 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: not reported; 2024Q4: 4,083 shares; 2025Q1: 4,225 shares; 2025Q2: 3,011 shares; 2025Q3: 3,158 shares; 2025Q4: 3,339 shares; 2026Q1: 2,562 shares; 2026Q2: 2,720 shares 2,720 $225K <0.01% +158 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384 $224K <0.01% 0 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: 2,023 shares; 2024Q4: 2,768 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,712 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,410 shares 2,410 $219K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,324 shares; 2026Q2: 2,324 shares 2,324 $217K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,207 shares 8,207 $217K <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,665 shares 3,665 $216K <0.01% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 490 shares; 2026Q2: 490 shares 490 $214K <0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,388 shares; 2026Q2: 4,388 shares 4,388 $214K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,726 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,243 shares; 2026Q2: 2,262 shares 2,262 $210K <0.01% +19 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733 shares; 2025Q2: 726 shares; 2025Q3: 732 shares; 2025Q4: 731 shares; 2026Q1: 735 shares; 2026Q2: 736 shares 736 $208K <0.01% +1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 2,390 shares; 2026Q2: 2,450 shares 2,450 $207K <0.01% +60 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: 812 shares 812 $207K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $205K <0.01% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,621 shares 3,621 $205K <0.01% 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: not reported; 2026Q2: 1,526 shares 1,526 $203K <0.01% 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: not reported; 2026Q2: 280 shares 280 $202K <0.01% new Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 10,616 shares; 2025Q3: 10,616 shares; 2025Q4: 10,616 shares; 2026Q1: 10,616 shares; 2026Q2: 10,616 shares 10,616 $168K <0.01% 0 Timeline