SPTM 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: 1,504,758 shares; 2024Q4: 1,525,591 shares; 2025Q1: 1,548,943 shares; 2025Q2: 1,579,615 shares; 2025Q3: 1,624,615 shares; 2025Q4: 1,638,866 shares; 2026Q1: 1,532,743 shares; 2026Q2: 2,244,068 shares 2,244,068 $204M 35.24% +711,325 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 656,494 shares; 2024Q4: 664,736 shares; 2025Q1: 668,874 shares; 2025Q2: 675,358 shares; 2025Q3: 682,154 shares; 2025Q4: 691,115 shares; 2026Q1: 695,423 shares; 2026Q2: 352,310 shares 352,310 $34.9M 6.03% -343,113 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,492 shares; 2024Q4: 438,072 shares; 2025Q1: 452,243 shares; 2025Q2: 477,465 shares; 2025Q3: 493,406 shares; 2025Q4: 488,331 shares; 2026Q1: 508,357 shares; 2026Q2: 518,200 shares 518,200 $30.6M 5.29% +9,843 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,582 shares; 2024Q4: 259,371 shares; 2025Q1: 278,390 shares; 2025Q2: 285,515 shares; 2025Q3: 296,065 shares; 2025Q4: 296,914 shares; 2026Q1: 323,626 shares; 2026Q2: 334,704 shares 334,704 $28.6M 4.95% +11,078 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,538 shares; 2024Q4: 79,661 shares; 2025Q1: 80,490 shares; 2025Q2: 83,524 shares; 2025Q3: 87,218 shares; 2025Q4: 89,053 shares; 2026Q1: 426,882 shares; 2026Q2: 432,593 shares 432,593 $13.3M 2.3% +5,711 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: 34,657 shares; 2024Q4: 34,041 shares; 2025Q1: 32,908 shares; 2025Q2: 16,656 shares; 2025Q3: 30,812 shares; 2025Q4: 30,686 shares; 2026Q1: 39,053 shares; 2026Q2: 35,269 shares 35,269 $13.1M 2.26% -3,784 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,247 shares; 2024Q4: 219,711 shares; 2025Q1: 237,535 shares; 2025Q2: 251,005 shares; 2025Q3: 265,160 shares; 2025Q4: 271,558 shares; 2026Q1: 237,783 shares; 2026Q2: 258,504 shares 258,504 $12M 2.08% +20,721 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,508 shares; 2024Q4: 155,936 shares; 2025Q1: 165,658 shares; 2025Q2: 179,591 shares; 2025Q3: 192,557 shares; 2025Q4: 200,182 shares; 2026Q1: 316,920 shares; 2026Q2: 335,666 shares 335,666 $10.3M 1.78% +18,746 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: 21,409 shares; 2024Q4: 21,375 shares; 2025Q1: 20,804 shares; 2025Q2: 21,694 shares; 2025Q3: 22,677 shares; 2025Q4: 22,606 shares; 2026Q1: 25,404 shares; 2026Q2: 26,369 shares 26,369 $9.04M 1.56% +965 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: 91,852 shares; 2024Q4: 91,888 shares; 2025Q1: 95,781 shares; 2025Q2: 100,024 shares; 2025Q3: 102,185 shares; 2025Q4: 102,674 shares; 2026Q1: 109,328 shares; 2026Q2: 115,292 shares 115,292 $8.74M 1.51% +5,964 Timeline SPMO 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: 46,908 shares; 2024Q4: 48,134 shares; 2025Q1: 47,454 shares; 2025Q2: 48,259 shares; 2025Q3: 49,768 shares; 2025Q4: 48,653 shares; 2026Q1: 48,338 shares; 2026Q2: 51,034 shares 51,034 $8.24M 1.43% +2,696 Timeline BIL 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: 55,358 shares; 2024Q4: 58,417 shares; 2025Q1: 71,694 shares; 2025Q2: 77,146 shares; 2025Q3: 100,279 shares; 2025Q4: 105,138 shares; 2026Q1: 84,138 shares; 2026Q2: 80,050 shares 80,050 $7.34M 1.27% -4,088 Timeline MMTM 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: 17,087 shares; 2024Q4: 18,429 shares; 2025Q1: 18,709 shares; 2025Q2: 18,998 shares; 2025Q3: 19,680 shares; 2025Q4: 20,350 shares; 2026Q1: 21,739 shares; 2026Q2: 21,561 shares 21,561 $6.75M 1.17% -178 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: 14,956 shares; 2024Q4: 21,811 shares; 2025Q1: 21,835 shares; 2025Q2: 10,922 shares; 2025Q3: 12,014 shares; 2025Q4: 20,988 shares; 2026Q1: 2,334 shares; 2026Q2: 9,682 shares 9,682 $6.65M 1.15% +7,348 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,184 shares; 2026Q2: 130,926 shares 130,926 $6.18M 1.07% +3,742 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: 9,862 shares; 2024Q4: 10,010 shares; 2025Q1: 10,163 shares; 2025Q2: 10,198 shares; 2025Q3: 10,480 shares; 2025Q4: 10,505 shares; 2026Q1: 10,705 shares; 2026Q2: 10,829 shares 10,829 $5.42M 0.94% +124 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,629 shares; 2024Q4: 186,814 shares; 2025Q1: 196,836 shares; 2025Q2: 209,472 shares; 2025Q3: 220,042 shares; 2025Q4: 216,641 shares; 2026Q1: 148,375 shares; 2026Q2: 155,835 shares 155,835 $5.09M 0.88% +7,460 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: 18,845 shares; 2024Q4: 18,682 shares; 2025Q1: 18,772 shares; 2025Q2: 19,117 shares; 2025Q3: 19,260 shares; 2025Q4: 18,635 shares; 2026Q1: 18,318 shares; 2026Q2: 18,316 shares 18,316 $4.98M 0.86% -2 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,557 shares; 2026Q2: 75,825 shares 75,825 $4.97M 0.86% +1,268 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,401 shares; 2024Q4: 53,694 shares; 2025Q1: 53,950 shares; 2025Q2: 31,274 shares; 2025Q3: 54,826 shares; 2025Q4: 55,218 shares; 2026Q1: 55,879 shares; 2026Q2: 58,100 shares 58,100 $4.87M 0.84% +2,221 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 3,378 shares; 2025Q1: 3,511 shares; 2025Q2: 6,952 shares; 2025Q3: 8,857 shares; 2025Q4: 8,951 shares; 2026Q1: 51,543 shares; 2026Q2: 57,710 shares 57,710 $4.43M 0.77% +6,167 Timeline IDMO 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: 59,710 shares; 2024Q4: 62,902 shares; 2025Q1: 66,771 shares; 2025Q2: 68,136 shares; 2025Q3: 68,188 shares; 2025Q4: 66,906 shares; 2026Q1: 65,675 shares; 2026Q2: 68,552 shares 68,552 $4.13M 0.71% +2,877 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,617 shares; 2026Q2: 75,128 shares 75,128 $4.09M 0.71% +9,511 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: 9,863 shares; 2024Q4: 10,298 shares; 2025Q1: 10,699 shares; 2025Q2: 10,209 shares; 2025Q3: 10,221 shares; 2025Q4: 11,004 shares; 2026Q1: 11,197 shares; 2026Q2: 11,082 shares 11,082 $4.08M 0.71% -115 Timeline SCZ 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: 75,772 shares; 2025Q3: 77,927 shares; 2025Q4: not reported; 2026Q1: 58,492 shares; 2026Q2: 46,618 shares 46,618 $3.84M 0.66% -11,874 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,809 shares; 2024Q4: 71,052 shares; 2025Q1: 71,060 shares; 2025Q2: 75,676 shares; 2025Q3: 75,278 shares; 2025Q4: 74,915 shares; 2026Q1: 74,714 shares; 2026Q2: 74,126 shares 74,126 $3.53M 0.61% -588 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,231 shares; 2024Q4: 25,018 shares; 2025Q1: 24,616 shares; 2025Q2: 25,478 shares; 2025Q3: 26,434 shares; 2025Q4: 53,325 shares; 2026Q1: 50,052 shares; 2026Q2: 51,244 shares 51,244 $3.45M 0.6% +1,192 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,490 shares; 2024Q4: 65,490 shares; 2025Q1: 65,108 shares; 2025Q2: 64,840 shares; 2025Q3: 63,836 shares; 2025Q4: 63,713 shares; 2026Q1: 64,745 shares; 2026Q2: 65,220 shares 65,220 $3.19M 0.55% +475 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,937 shares; 2024Q4: 59,161 shares; 2025Q1: 62,725 shares; 2025Q2: 64,219 shares; 2025Q3: 64,600 shares; 2025Q4: 66,566 shares; 2026Q1: 63,298 shares; 2026Q2: 63,878 shares 63,878 $3.17M 0.55% +580 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: 15,090 shares; 2024Q4: 17,079 shares; 2025Q1: 18,452 shares; 2025Q2: 19,333 shares; 2025Q3: 20,623 shares; 2025Q4: 21,306 shares; 2026Q1: 24,261 shares; 2026Q2: 29,083 shares 29,083 $3.13M 0.54% +4,822 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: 5,995 shares; 2024Q4: 6,465 shares; 2025Q1: 6,662 shares; 2025Q2: 6,714 shares; 2025Q3: 6,864 shares; 2025Q4: 6,935 shares; 2026Q1: 7,513 shares; 2026Q2: 8,170 shares 8,170 $3.05M 0.53% +657 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 32,565 shares; 2026Q2: 38,255 shares 38,255 $2.93M 0.51% +5,690 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: 9,917 shares; 2024Q4: 10,052 shares; 2025Q1: 10,147 shares; 2025Q2: 9,923 shares; 2025Q3: 10,124 shares; 2025Q4: 9,678 shares; 2026Q1: 8,160 shares; 2026Q2: 8,153 shares 8,153 $2.88M 0.5% -7 Timeline IUSB 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: 5,313 shares; 2025Q2: 4,535 shares; 2025Q3: 4,877 shares; 2025Q4: 4,885 shares; 2026Q1: 57,824 shares; 2026Q2: 61,667 shares 61,667 $2.85M 0.49% +3,843 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,402 shares; 2026Q2: 11,290 shares 11,290 $2.78M 0.48% +2,888 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,097 shares; 2024Q4: 45,849 shares; 2025Q1: 52,332 shares; 2025Q2: 58,287 shares; 2025Q3: 53,476 shares; 2025Q4: 53,241 shares; 2026Q1: 56,831 shares; 2026Q2: 60,375 shares 60,375 $2.75M 0.48% +3,544 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: 3,245 shares; 2024Q4: 3,226 shares; 2025Q1: 3,119 shares; 2025Q2: 2,799 shares; 2025Q3: 3,054 shares; 2025Q4: 3,500 shares; 2026Q1: 3,453 shares; 2026Q2: 3,614 shares 3,614 $2.66M 0.46% +161 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: 13,938 shares; 2024Q4: 13,527 shares; 2025Q1: 13,565 shares; 2025Q2: 12,392 shares; 2025Q3: 12,285 shares; 2025Q4: 12,289 shares; 2026Q1: 12,275 shares; 2026Q2: 9,125 shares 9,125 $2.64M 0.46% -3,150 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,113 shares; 2024Q4: 63,426 shares; 2025Q1: 64,391 shares; 2025Q2: 66,970 shares; 2025Q3: 70,354 shares; 2025Q4: 71,203 shares; 2026Q1: 51,346 shares; 2026Q2: 53,042 shares 53,042 $2.58M 0.45% +1,696 Timeline VIGI 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: 16,398 shares; 2024Q4: 16,530 shares; 2025Q1: 17,787 shares; 2025Q2: 18,266 shares; 2025Q3: 19,679 shares; 2025Q4: 19,862 shares; 2026Q1: 23,178 shares; 2026Q2: 26,407 shares 26,407 $2.47M 0.43% +3,229 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,672 shares; 2024Q4: 52,520 shares; 2025Q1: 55,395 shares; 2025Q2: 77,424 shares; 2025Q3: 74,388 shares; 2025Q4: 51,460 shares; 2026Q1: 50,194 shares; 2026Q2: 47,187 shares 47,187 $2.39M 0.41% -3,007 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,473 shares; 2024Q4: 10,487 shares; 2025Q1: 10,118 shares; 2025Q2: 10,191 shares; 2025Q3: 10,661 shares; 2025Q4: 11,144 shares; 2026Q1: 4,564 shares; 2026Q2: 9,984 shares 9,984 $2.38M 0.41% +5,420 Timeline CTAP SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,807 shares; 2026Q2: 87,942 shares 87,942 $2.32M 0.4% +11,135 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,175 shares; 2024Q4: 27,338 shares; 2025Q1: 27,197 shares; 2025Q2: 27,709 shares; 2025Q3: 29,768 shares; 2025Q4: 29,536 shares; 2026Q1: 38,993 shares; 2026Q2: 40,921 shares 40,921 $2.18M 0.38% +1,928 Timeline BNDW 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: 60,736 shares; 2024Q4: 61,621 shares; 2025Q1: 67,644 shares; 2025Q2: 70,528 shares; 2025Q3: 78,098 shares; 2025Q4: 86,450 shares; 2026Q1: 31,430 shares; 2026Q2: 31,150 shares 31,150 $2.13M 0.37% -280 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,631 shares; 2025Q4: 5,857 shares; 2026Q1: 759 shares; 2026Q2: 4,449 shares 4,449 $2.12M 0.37% +3,690 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: 21,839 shares; 2024Q4: 22,672 shares; 2025Q1: 22,714 shares; 2025Q2: 20,590 shares; 2025Q3: 20,594 shares; 2025Q4: 20,600 shares; 2026Q1: 20,430 shares; 2026Q2: 18,436 shares 18,436 $2.09M 0.36% -1,994 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: not reported; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 4,311 shares; 2025Q3: 4,697 shares; 2025Q4: 4,988 shares; 2026Q1: 5,488 shares; 2026Q2: 5,991 shares 5,991 $2.06M 0.36% +503 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: 3,372 shares; 2024Q4: 3,383 shares; 2025Q1: 3,025 shares; 2025Q2: 3,074 shares; 2025Q3: 3,141 shares; 2025Q4: 3,202 shares; 2026Q1: 1,150 shares; 2026Q2: 3,611 shares 3,611 $2.03M 0.35% +2,461 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,499 shares; 2024Q4: 32,882 shares; 2025Q1: 32,926 shares; 2025Q2: 37,038 shares; 2025Q3: 36,372 shares; 2025Q4: 35,997 shares; 2026Q1: 36,775 shares; 2026Q2: 40,830 shares 40,830 $2.01M 0.35% +4,055 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,184 shares; 2025Q3: 29,408 shares; 2025Q4: 41,503 shares; 2026Q1: 76,437 shares; 2026Q2: 77,564 shares 77,564 $2.01M 0.35% +1,127 Timeline JMOM 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: 21,146 shares; 2024Q4: 20,817 shares; 2025Q1: 21,252 shares; 2025Q2: 22,158 shares; 2025Q3: 20,390 shares; 2025Q4: 20,978 shares; 2026Q1: 24,532 shares; 2026Q2: 23,303 shares 23,303 $1.99M 0.34% -1,229 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,890 shares; 2024Q4: 22,596 shares; 2025Q1: 22,243 shares; 2025Q2: 25,269 shares; 2025Q3: 25,406 shares; 2025Q4: 25,601 shares; 2026Q1: 25,613 shares; 2026Q2: 26,143 shares 26,143 $1.97M 0.34% +530 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,564 shares; 2025Q3: 7,221 shares; 2025Q4: 7,782 shares; 2026Q1: 1,302 shares; 2026Q2: 9,710 shares 9,710 $1.95M 0.34% +8,408 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,284 shares; 2024Q4: 49,694 shares; 2025Q1: 49,981 shares; 2025Q2: 49,449 shares; 2025Q3: 50,238 shares; 2025Q4: 54,914 shares; 2026Q1: 58,990 shares; 2026Q2: 56,009 shares 56,009 $1.93M 0.33% -2,981 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: 2,902 shares; 2024Q4: 2,966 shares; 2025Q1: 2,905 shares; 2025Q2: 2,926 shares; 2025Q3: 494 shares; 2025Q4: 3,076 shares; 2026Q1: 3,343 shares; 2026Q2: 3,703 shares 3,703 $1.9M 0.33% +360 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,430 shares; 2026Q1: 37,331 shares; 2026Q2: 35,796 shares 35,796 $1.81M 0.31% -1,535 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: 5,239 shares; 2024Q4: 5,706 shares; 2025Q1: 6,038 shares; 2025Q2: 6,435 shares; 2025Q3: 6,253 shares; 2025Q4: 6,113 shares; 2026Q1: 7,495 shares; 2026Q2: 7,592 shares 7,592 $1.72M 0.3% +97 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,576 shares; 2026Q2: 66,397 shares 66,397 $1.7M 0.29% +8,821 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,793 shares; 2024Q4: 35,773 shares; 2025Q1: 35,624 shares; 2025Q2: 38,922 shares; 2025Q3: 38,092 shares; 2025Q4: 37,866 shares; 2026Q1: 38,354 shares; 2026Q2: 38,447 shares 38,447 $1.63M 0.28% +93 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: 48,297 shares; 2024Q4: 47,285 shares; 2025Q1: 48,456 shares; 2025Q2: 50,100 shares; 2025Q3: 54,122 shares; 2025Q4: 29,431 shares; 2026Q1: 30,201 shares; 2026Q2: 29,772 shares 29,772 $1.59M 0.28% -429 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: 4,456 shares; 2024Q4: 4,245 shares; 2025Q1: 4,272 shares; 2025Q2: 4,498 shares; 2025Q3: 5,353 shares; 2025Q4: not reported; 2026Q1: 6,654 shares; 2026Q2: 7,404 shares 7,404 $1.58M 0.27% +750 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,513 shares; 2024Q4: 8,793 shares; 2025Q1: 13,308 shares; 2025Q2: 4,785 shares; 2025Q3: 11,725 shares; 2025Q4: not reported; 2026Q1: 54,100 shares; 2026Q2: 18,094 shares 18,094 $1.56M 0.27% -36,006 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,673 shares; 2026Q2: 15,985 shares 15,985 $1.47M 0.25% +7,312 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: 29,793 shares; 2024Q4: 31,099 shares; 2025Q1: 33,439 shares; 2025Q2: not reported; 2025Q3: 37,568 shares; 2025Q4: 37,548 shares; 2026Q1: 38,353 shares; 2026Q2: 43,321 shares 43,321 $1.46M 0.25% +4,968 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,565 shares; 2025Q1: 17,604 shares; 2025Q2: 17,652 shares; 2025Q3: 17,696 shares; 2025Q4: 17,734 shares; 2026Q1: 17,881 shares; 2026Q2: 17,776 shares 17,776 $1.46M 0.25% -105 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,573 shares; 2024Q4: 10,745 shares; 2025Q1: 10,745 shares; 2025Q2: 10,577 shares; 2025Q3: 10,126 shares; 2025Q4: 10,321 shares; 2026Q1: 12,574 shares; 2026Q2: 11,969 shares 11,969 $1.44M 0.25% -605 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,054 shares; 2024Q4: 12,164 shares; 2025Q1: 11,909 shares; 2025Q2: 12,650 shares; 2025Q3: 14,950 shares; 2025Q4: 16,893 shares; 2026Q1: 17,793 shares; 2026Q2: 13,935 shares 13,935 $1.43M 0.25% -3,858 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,057 shares; 2024Q4: 31,361 shares; 2025Q1: 30,779 shares; 2025Q2: 31,051 shares; 2025Q3: 29,839 shares; 2025Q4: 29,654 shares; 2026Q1: 29,434 shares; 2026Q2: 29,190 shares 29,190 $1.38M 0.24% -244 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 25,386 shares; 2026Q2: 28,390 shares 28,390 $1.29M 0.22% +3,004 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: 23,424 shares; 2024Q4: 23,745 shares; 2025Q1: 19,279 shares; 2025Q2: 16,286 shares; 2025Q3: 16,221 shares; 2025Q4: 15,943 shares; 2026Q1: 14,042 shares; 2026Q2: 14,370 shares 14,370 $1.26M 0.22% +328 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,069 shares 11,069 $1.18M 0.2% new 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: 3,724 shares; 2025Q3: 20,044 shares; 2025Q4: 22,232 shares; 2026Q1: 17,453 shares; 2026Q2: 14,055 shares 14,055 $1.16M 0.2% -3,398 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: 1,423 shares; 2024Q4: 1,426 shares; 2025Q1: 1,436 shares; 2025Q2: 1,440 shares; 2025Q3: 1,444 shares; 2025Q4: 1,446 shares; 2026Q1: 1,442 shares; 2026Q2: 1,443 shares 1,443 $1.04M 0.18% +1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,297 shares; 2025Q1: 18,370 shares; 2025Q2: 18,456 shares; 2025Q3: 18,538 shares; 2025Q4: 18,603 shares; 2026Q1: 18,671 shares; 2026Q2: 18,671 shares 18,671 $1.03M 0.18% 0 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: 2,343 shares; 2024Q4: 2,350 shares; 2025Q1: 2,359 shares; 2025Q2: 2,371 shares; 2025Q3: 2,380 shares; 2025Q4: 2,387 shares; 2026Q1: 2,397 shares; 2026Q2: 2,198 shares 2,198 $948K 0.16% -199 Timeline BOXX EA SERIES TRUST More: the full row for EA 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: 3,723 shares; 2025Q4: 5,512 shares; 2026Q1: 10,753 shares; 2026Q2: 7,912 shares 7,912 $926K 0.16% -2,841 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: 19,852 shares; 2024Q4: 20,104 shares; 2025Q1: 19,346 shares; 2025Q2: 18,618 shares; 2025Q3: 18,473 shares; 2025Q4: 19,083 shares; 2026Q1: 18,159 shares; 2026Q2: 18,321 shares 18,321 $923K 0.16% +162 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: 11,376 shares; 2024Q4: 11,305 shares; 2025Q1: 11,124 shares; 2025Q2: 11,487 shares; 2025Q3: 11,486 shares; 2025Q4: 11,547 shares; 2026Q1: 8,276 shares; 2026Q2: 5,479 shares 5,479 $900K 0.16% -2,797 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,691 shares; 2024Q4: 57,218 shares; 2025Q1: 64,316 shares; 2025Q2: 66,626 shares; 2025Q3: 70,370 shares; 2025Q4: 72,693 shares; 2026Q1: 9,085 shares; 2026Q2: 8,443 shares 8,443 $850K 0.15% -642 Timeline DIVI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,946 shares 18,946 $809K 0.14% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,743 shares; 2025Q1: 8,762 shares; 2025Q2: 8,786 shares; 2025Q3: 8,810 shares; 2025Q4: 8,909 shares; 2026Q1: 8,933 shares; 2026Q2: 8,856 shares 8,856 $729K 0.13% -77 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,281 shares; 2024Q4: 4,436 shares; 2025Q1: 4,428 shares; 2025Q2: 4,884 shares; 2025Q3: 4,653 shares; 2025Q4: 4,622 shares; 2026Q1: 4,606 shares; 2026Q2: 4,805 shares 4,805 $710K 0.12% +199 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: not reported; 2024Q4: 1,564 shares; 2025Q1: not reported; 2025Q2: 2,512 shares; 2025Q3: 2,790 shares; 2025Q4: 2,877 shares; 2026Q1: 3,425 shares; 2026Q2: 3,483 shares 3,483 $697K 0.12% +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: 5,630 shares; 2024Q4: 5,558 shares; 2025Q1: 6,803 shares; 2025Q2: 6,819 shares; 2025Q3: 6,837 shares; 2025Q4: 6,857 shares; 2026Q1: 6,846 shares; 2026Q2: 7,007 shares 7,007 $676K 0.12% +161 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 49,598 shares; 2026Q2: 41,656 shares 41,656 $661K 0.11% -7,942 Timeline SPGM 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: 9,740 shares; 2024Q4: 9,336 shares; 2025Q1: 9,259 shares; 2025Q2: 8,712 shares; 2025Q3: 8,535 shares; 2025Q4: 7,303 shares; 2026Q1: 7,413 shares; 2026Q2: 7,434 shares 7,434 $637K 0.11% +21 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,018 shares; 2024Q4: 14,903 shares; 2025Q1: 14,170 shares; 2025Q2: 12,675 shares; 2025Q3: 11,811 shares; 2025Q4: 11,361 shares; 2026Q1: 13,122 shares; 2026Q2: 12,081 shares 12,081 $617K 0.11% -1,041 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 20,944 shares 20,944 $553K 0.1% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,148 shares; 2024Q4: 49,526 shares; 2025Q1: 36,588 shares; 2025Q2: 51,784 shares; 2025Q3: 46,300 shares; 2025Q4: 49,572 shares; 2026Q1: 11,292 shares; 2026Q2: 10,511 shares 10,511 $529K 0.09% -781 Timeline JSCP 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: 10,217 shares; 2026Q1: 10,591 shares; 2026Q2: 10,694 shares 10,694 $504K 0.09% +103 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: 3,211 shares; 2024Q4: 3,308 shares; 2025Q1: 3,249 shares; 2025Q2: 3,280 shares; 2025Q3: 3,278 shares; 2025Q4: 3,280 shares; 2026Q1: 3,257 shares; 2026Q2: 3,356 shares 3,356 $492K 0.09% +99 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,654 shares; 2025Q2: 1,769 shares; 2025Q3: 1,657 shares; 2025Q4: 1,658 shares; 2026Q1: 1,801 shares; 2026Q2: 1,904 shares 1,904 $479K 0.08% +103 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,969 shares; 2026Q2: 9,388 shares 9,388 $459K 0.08% +1,419 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: 6,410 shares; 2024Q4: 6,452 shares; 2025Q1: 6,269 shares; 2025Q2: 6,044 shares; 2025Q3: 5,980 shares; 2025Q4: 5,957 shares; 2026Q1: 5,721 shares; 2026Q2: 3,082 shares 3,082 $457K 0.08% -2,639 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,320 shares 9,320 $415K 0.07% new Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,296 shares; 2024Q4: 24,585 shares; 2025Q1: 26,042 shares; 2025Q2: 26,999 shares; 2025Q3: 27,788 shares; 2025Q4: 27,663 shares; 2026Q1: 2,373 shares; 2026Q2: 2,373 shares 2,373 $404K 0.07% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,885 shares; 2025Q1: 2,156 shares; 2025Q2: 2,250 shares; 2025Q3: 2,149 shares; 2025Q4: 2,287 shares; 2026Q1: 2,478 shares; 2026Q2: 944 shares 944 $397K 0.07% -1,534 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: not reported; 2025Q3: 1,829 shares; 2025Q4: 1,998 shares; 2026Q1: 2,240 shares; 2026Q2: 2,292 shares 2,292 $389K 0.07% +52 Timeline QVMT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,916 shares; 2024Q4: 7,954 shares; 2025Q1: 7,954 shares; 2025Q2: 7,954 shares; 2025Q3: 7,954 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares; 2026Q2: 5,461 shares 5,461 $382K 0.07% -2,439 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares; 2026Q1: 5,590 shares; 2026Q2: 5,523 shares 5,523 $376K 0.06% -67 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,672 shares; 2024Q4: 16,149 shares; 2025Q1: 15,014 shares; 2025Q2: 15,070 shares; 2025Q3: 14,908 shares; 2025Q4: 15,029 shares; 2026Q1: 6,984 shares; 2026Q2: 7,145 shares 7,145 $370K 0.06% +161 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: 4,258 shares; 2024Q4: 4,279 shares; 2025Q1: 4,299 shares; 2025Q2: 4,321 shares; 2025Q3: 4,343 shares; 2025Q4: 4,364 shares; 2026Q1: 4,512 shares; 2026Q2: 4,410 shares 4,410 $364K 0.06% -102 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: 785 shares; 2024Q4: 808 shares; 2025Q1: 752 shares; 2025Q2: 478 shares; 2025Q3: 457 shares; 2025Q4: 392 shares; 2026Q1: 463 shares; 2026Q2: 483 shares 483 $361K 0.06% +20 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,483 shares 9,483 $360K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,006 shares; 2025Q4: 1,007 shares; 2026Q1: 1,020 shares; 2026Q2: 1,000 shares 1,000 $357K 0.06% -20 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,428 shares 9,428 $354K 0.06% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,991 shares; 2024Q4: 20,637 shares; 2025Q1: 20,941 shares; 2025Q2: 20,857 shares; 2025Q3: 21,498 shares; 2025Q4: 21,512 shares; 2026Q1: 21,791 shares; 2026Q2: 3,829 shares 3,829 $353K 0.06% -17,962 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: not reported; 2024Q4: not reported; 2025Q1: 2,430 shares; 2025Q2: 2,360 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,380 shares; 2026Q2: 2,433 shares 2,433 $335K 0.06% +53 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,401 shares; 2024Q4: 16,401 shares; 2025Q1: 16,401 shares; 2025Q2: 16,401 shares; 2025Q3: 16,401 shares; 2025Q4: 16,401 shares; 2026Q1: 16,401 shares; 2026Q2: 16,401 shares 16,401 $314K 0.05% 0 Timeline VAIE VEGASHARES ETF TRUS More: the full row for VEGASHARES ETF TRUS 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: 12,298 shares 12,298 $305K 0.05% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,495 shares; 2024Q4: 5,476 shares; 2025Q1: 5,521 shares; 2025Q2: 5,531 shares; 2025Q3: 5,859 shares; 2025Q4: 5,274 shares; 2026Q1: 5,079 shares; 2026Q2: 5,724 shares 5,724 $301K 0.05% +645 Timeline RAAX 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: 7,323 shares; 2026Q2: 7,541 shares 7,541 $299K 0.05% +218 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,340 shares; 2024Q4: 8,367 shares; 2025Q1: 8,409 shares; 2025Q2: 8,396 shares; 2025Q3: 8,268 shares; 2025Q4: 8,193 shares; 2026Q1: 8,135 shares; 2026Q2: 8,135 shares 8,135 $290K 0.05% 0 Timeline SPAB 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: 9,001 shares; 2024Q4: 9,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,155 shares; 2026Q1: 12,886 shares; 2026Q2: 11,280 shares 11,280 $288K 0.05% -1,606 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,197 shares; 2025Q4: 1,183 shares; 2026Q1: 862 shares; 2026Q2: 787 shares 787 $288K 0.05% -75 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,949 shares; 2024Q4: 78,396 shares; 2025Q1: 81,961 shares; 2025Q2: 86,070 shares; 2025Q3: 75,363 shares; 2025Q4: 83,760 shares; 2026Q1: 15,364 shares; 2026Q2: 15,083 shares 15,083 $287K 0.05% -281 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: 381 shares; 2024Q4: 388 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 379 shares; 2026Q2: 380 shares 380 $284K 0.05% +1 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,572 shares; 2026Q2: 4,572 shares 4,572 $280K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,262 shares; 2025Q3: 3,315 shares; 2025Q4: 3,305 shares; 2026Q1: 3,326 shares; 2026Q2: 3,386 shares 3,386 $269K 0.05% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,951 shares 2,951 $266K 0.05% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,575 shares; 2026Q1: 3,967 shares; 2026Q2: 4,436 shares 4,436 $262K 0.05% +469 Timeline SCHZ 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: 9,865 shares; 2025Q2: not reported; 2025Q3: 9,789 shares; 2025Q4: 9,657 shares; 2026Q1: 9,592 shares; 2026Q2: 11,307 shares 11,307 $262K 0.05% +1,715 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $258K 0.04% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,361 shares; 2025Q1: 5,314 shares; 2025Q2: 5,266 shares; 2025Q3: 4,545 shares; 2025Q4: 4,513 shares; 2026Q1: 4,327 shares; 2026Q2: 4,471 shares 4,471 $258K 0.04% +144 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: 1,707 shares; 2024Q4: 1,711 shares; 2025Q1: 1,722 shares; 2025Q2: 1,728 shares; 2025Q3: 1,733 shares; 2025Q4: 1,736 shares; 2026Q1: 1,733 shares; 2026Q2: 1,751 shares 1,751 $257K 0.04% +18 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,349 shares; 2025Q4: not reported; 2026Q1: 7,349 shares; 2026Q2: 7,349 shares 7,349 $256K 0.04% 0 Timeline QMOM EA SERIES TRUST More: the full row for EA 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: 3,208 shares; 2025Q3: 3,208 shares; 2025Q4: 3,222 shares; 2026Q1: 3,222 shares; 2026Q2: 3,222 shares 3,222 $254K 0.04% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,988 shares 4,988 $251K 0.04% new Timeline SMMV 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: 4,846 shares; 2025Q3: 7,349 shares; 2025Q4: 7,278 shares; 2026Q1: 5,172 shares; 2026Q2: 5,215 shares 5,215 $240K 0.04% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,031 shares; 2026Q1: 3,247 shares; 2026Q2: 2,559 shares 2,559 $239K 0.04% -688 Timeline QLTA 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: 7,505 shares; 2025Q4: 5,213 shares; 2026Q1: 5,213 shares; 2026Q2: 5,012 shares 5,012 $238K 0.04% -201 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: 926 shares; 2024Q4: 928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,079 shares; 2026Q2: 766 shares 766 $230K 0.04% -313 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 349 shares 349 $229K 0.04% new Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,095 shares; 2026Q2: 10,774 shares 10,774 $227K 0.04% -321 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,981 shares 2,981 $226K 0.04% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,263 shares 4,263 $225K 0.04% new Timeline IEF 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: 56,573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,331 shares 2,331 $220K 0.04% new 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: 3,514 shares; 2025Q2: 3,861 shares; 2025Q3: 3,910 shares; 2025Q4: 3,942 shares; 2026Q1: 2,728 shares; 2026Q2: 2,787 shares 2,787 $213K 0.04% +59 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares; 2025Q4: not reported; 2026Q1: 414 shares; 2026Q2: 417 shares 417 $212K 0.04% +3 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: not reported; 2026Q2: 2,976 shares 2,976 $212K 0.04% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 155 shares 155 $211K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 620 shares 620 $210K 0.04% new Timeline RSSX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,061 shares 9,061 $208K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,496 shares 7,496 $208K 0.04% new Timeline VLU 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: 1,199 shares; 2024Q4: 1,161 shares; 2025Q1: 1,124 shares; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $207K 0.04% new Timeline