THIR THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,133 shares; 2024Q4: 61,936 shares; 2025Q1: 28,324 shares; 2025Q2: 449,523 shares; 2025Q3: 2,239,079 shares; 2025Q4: 2,374,953 shares; 2026Q1: 2,118,859 shares; 2026Q2: 2,090,943 shares 2,090,943 $72.1M 16.8% -27,916 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,420 shares; 2024Q4: 333,193 shares; 2025Q1: 394,960 shares; 2025Q2: 441,962 shares; 2025Q3: 458,617 shares; 2025Q4: 458,228 shares; 2026Q1: 468,993 shares; 2026Q2: 457,179 shares 457,179 $20.9M 4.87% -11,814 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: 68,484 shares; 2024Q4: 67,638 shares; 2025Q1: 35,721 shares; 2025Q2: 62,121 shares; 2025Q3: 32,345 shares; 2025Q4: 31,413 shares; 2026Q1: 28,104 shares; 2026Q2: 22,476 shares 22,476 $16.6M 3.85% -5,628 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: 24,863 shares; 2024Q4: 24,943 shares; 2025Q1: 35,107 shares; 2025Q2: 23,662 shares; 2025Q3: 23,562 shares; 2025Q4: 26,095 shares; 2026Q1: 23,554 shares; 2026Q2: 138,906 shares 138,906 $12M 2.79% +115,352 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: not reported; 2024Q4: not reported; 2025Q1: 36,827 shares; 2025Q2: 78,614 shares; 2025Q3: 79,708 shares; 2025Q4: 85,074 shares; 2026Q1: 85,272 shares; 2026Q2: 70,638 shares 70,638 $11.6M 2.69% -14,634 Timeline AMOM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,138 shares; 2024Q4: 185,766 shares; 2025Q1: 90,691 shares; 2025Q2: 105,900 shares; 2025Q3: 158,748 shares; 2025Q4: 118,590 shares; 2026Q1: 230,546 shares; 2026Q2: 179,183 shares 179,183 $11.5M 2.68% -51,363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,479 shares; 2025Q4: 33,153 shares; 2026Q1: 37,438 shares; 2026Q2: 26,382 shares 26,382 $10.3M 2.4% -11,056 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,779 shares; 2024Q4: 52,311 shares; 2025Q1: 26,320 shares; 2025Q2: 45,535 shares; 2025Q3: 45,013 shares; 2025Q4: 53,721 shares; 2026Q1: 40,263 shares; 2026Q2: 36,208 shares 36,208 $9.13M 2.13% -4,055 Timeline PWB 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: 53,570 shares 53,570 $9.02M 2.1% new 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: 344,433 shares; 2024Q4: 178,070 shares; 2025Q1: 444,097 shares; 2025Q2: 33,619 shares; 2025Q3: 28,373 shares; 2025Q4: 54,763 shares; 2026Q1: 49,153 shares; 2026Q2: 92,045 shares 92,045 $8.43M 1.96% +42,892 Timeline QRFT EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,329 shares; 2024Q4: 124,689 shares; 2025Q1: 230,497 shares; 2025Q2: 112,643 shares; 2025Q3: 116,046 shares; 2025Q4: 150,345 shares; 2026Q1: 125,700 shares; 2026Q2: 119,679 shares 119,679 $8.33M 1.94% -6,021 Timeline IAI 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: 12,088 shares; 2025Q1: 2,230 shares; 2025Q2: not reported; 2025Q3: 39,234 shares; 2025Q4: 59,613 shares; 2026Q1: 32,926 shares; 2026Q2: 43,658 shares 43,658 $7.65M 1.78% +10,732 Timeline XSMO 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: 37,104 shares; 2025Q1: 51,236 shares; 2025Q2: 54,376 shares; 2025Q3: 66,525 shares; 2025Q4: 76,472 shares; 2026Q1: 76,782 shares; 2026Q2: 79,618 shares 79,618 $7.45M 1.74% +2,836 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: not reported; 2024Q4: 19,190 shares; 2025Q1: 25,540 shares; 2025Q2: 23,770 shares; 2025Q3: 29,854 shares; 2025Q4: 40,644 shares; 2026Q1: 44,026 shares; 2026Q2: 46,139 shares 46,139 $7.45M 1.74% +2,113 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: 18,770 shares; 2024Q4: 20,974 shares; 2025Q1: 13,790 shares; 2025Q2: 16,306 shares; 2025Q3: 18,917 shares; 2025Q4: 19,372 shares; 2026Q1: 18,776 shares; 2026Q2: 18,784 shares 18,784 $6.92M 1.61% +8 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: 20,488 shares; 2024Q4: 26,406 shares; 2025Q1: 25,779 shares; 2025Q2: 26,153 shares; 2025Q3: 27,310 shares; 2025Q4: 25,244 shares; 2026Q1: 21,302 shares; 2026Q2: 21,947 shares 21,947 $6.35M 1.48% +645 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: 20,027 shares; 2024Q4: 21,161 shares; 2025Q1: 27,453 shares; 2025Q2: 18,927 shares; 2025Q3: 20,237 shares; 2025Q4: 22,177 shares; 2026Q1: 19,584 shares; 2026Q2: 25,395 shares 25,395 $5.4M 1.26% +5,811 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: 62,088 shares; 2024Q4: 74,344 shares; 2025Q1: 63,338 shares; 2025Q2: 54,954 shares; 2025Q3: 62,034 shares; 2025Q4: 60,592 shares; 2026Q1: 58,252 shares; 2026Q2: 59,484 shares 59,484 $5.23M 1.22% +1,232 Timeline EWQ 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: 71,920 shares; 2025Q3: 80,030 shares; 2025Q4: 89,180 shares; 2026Q1: 81,289 shares; 2026Q2: 112,514 shares 112,514 $5.11M 1.19% +31,225 Timeline EWI 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: 64,116 shares; 2025Q3: 67,385 shares; 2025Q4: 75,093 shares; 2026Q1: 66,580 shares; 2026Q2: 85,919 shares 85,919 $5.09M 1.19% +19,339 Timeline EWG 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: 73,429 shares; 2025Q3: 86,078 shares; 2025Q4: 97,044 shares; 2026Q1: 89,764 shares; 2026Q2: 122,408 shares 122,408 $5.06M 1.18% +32,644 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: 18,160 shares; 2026Q1: 44,197 shares; 2026Q2: 117,400 shares 117,400 $5.02M 1.17% +73,203 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: 5,390 shares; 2024Q4: 7,054 shares; 2025Q1: 7,140 shares; 2025Q2: 10,407 shares; 2025Q3: 10,390 shares; 2025Q4: 8,682 shares; 2026Q1: 6,929 shares; 2026Q2: 6,556 shares 6,556 $4.91M 1.14% -373 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,566 shares; 2024Q4: 68,797 shares; 2025Q1: 61,739 shares; 2025Q2: 55,485 shares; 2025Q3: 59,594 shares; 2025Q4: 59,938 shares; 2026Q1: 61,050 shares; 2026Q2: 64,353 shares 64,353 $4.75M 1.11% +3,303 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: 17,481 shares; 2024Q4: 18,206 shares; 2025Q1: 20,624 shares; 2025Q2: 5,267 shares; 2025Q3: 29,433 shares; 2025Q4: 28,526 shares; 2026Q1: 19,371 shares; 2026Q2: 20,867 shares 20,867 $4.55M 1.06% +1,496 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: 24,710 shares; 2024Q4: 26,004 shares; 2025Q1: 10,342 shares; 2025Q2: 13,981 shares; 2025Q3: 24,314 shares; 2025Q4: 25,285 shares; 2026Q1: 26,448 shares; 2026Q2: 21,607 shares 21,607 $4.32M 1.01% -4,841 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: 5,895 shares; 2024Q4: 6,007 shares; 2025Q1: 6,104 shares; 2025Q2: 5,883 shares; 2025Q3: 8,816 shares; 2025Q4: 9,376 shares; 2026Q1: 10,345 shares; 2026Q2: 11,570 shares 11,570 $4.32M 1.01% +1,225 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: 66,782 shares; 2024Q4: 67,128 shares; 2025Q1: 74,603 shares; 2025Q2: 64,831 shares; 2025Q3: 63,896 shares; 2025Q4: 63,535 shares; 2026Q1: 56,930 shares; 2026Q2: 54,214 shares 54,214 $4.16M 0.97% -2,716 Timeline SDVY 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: 93,738 shares; 2024Q4: 110,218 shares; 2025Q1: 96,200 shares; 2025Q2: 70,306 shares; 2025Q3: 93,643 shares; 2025Q4: 94,693 shares; 2026Q1: 90,364 shares; 2026Q2: 95,108 shares 95,108 $4.1M 0.96% +4,744 Timeline SPHD 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: 20,816 shares; 2024Q4: 63,039 shares; 2025Q1: 160,575 shares; 2025Q2: 8,363 shares; 2025Q3: 94,250 shares; 2025Q4: 95,525 shares; 2026Q1: 66,050 shares; 2026Q2: 77,276 shares 77,276 $3.93M 0.91% +11,226 Timeline FNDX 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: 42,247 shares; 2025Q1: 63,378 shares; 2025Q2: 68,602 shares; 2025Q3: 91,879 shares; 2025Q4: 108,856 shares; 2026Q1: 113,083 shares; 2026Q2: 123,343 shares 123,343 $3.84M 0.89% +10,260 Timeline RDVI 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: 121,198 shares; 2024Q4: 139,446 shares; 2025Q1: 144,899 shares; 2025Q2: 161,224 shares; 2025Q3: 148,867 shares; 2025Q4: 142,819 shares; 2026Q1: 140,591 shares; 2026Q2: 126,488 shares 126,488 $3.72M 0.87% -14,103 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: 13,190 shares; 2024Q4: 14,767 shares; 2025Q1: 16,428 shares; 2025Q2: 23,923 shares; 2025Q3: 24,263 shares; 2025Q4: 27,817 shares; 2026Q1: 23,593 shares; 2026Q2: 26,906 shares 26,906 $3.68M 0.86% +3,313 Timeline GCOW 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: 77,690 shares; 2024Q4: 89,054 shares; 2025Q1: 92,517 shares; 2025Q2: 107,295 shares; 2025Q3: 99,733 shares; 2025Q4: 92,858 shares; 2026Q1: 86,356 shares; 2026Q2: 83,352 shares 83,352 $3.61M 0.84% -3,004 Timeline SJNK 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: 79,393 shares; 2026Q1: 25,717 shares; 2026Q2: 131,585 shares 131,585 $3.29M 0.77% +105,868 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: 12,695 shares; 2024Q4: 13,766 shares; 2025Q1: 12,324 shares; 2025Q2: 10,496 shares; 2025Q3: 11,519 shares; 2025Q4: 10,955 shares; 2026Q1: 13,109 shares; 2026Q2: 13,320 shares 13,320 $3.17M 0.74% +211 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: 7,707 shares; 2024Q4: 9,361 shares; 2025Q1: 8,639 shares; 2025Q2: 7,777 shares; 2025Q3: 8,478 shares; 2025Q4: 7,262 shares; 2026Q1: 7,839 shares; 2026Q2: 8,472 shares 8,472 $3.03M 0.71% +633 Timeline PVAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,240 shares; 2025Q4: 115,733 shares; 2026Q1: 114,475 shares; 2026Q2: 53,917 shares 53,917 $2.75M 0.64% -60,558 Timeline BSV 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: 44,271 shares; 2024Q4: 43,433 shares; 2025Q1: 48,748 shares; 2025Q2: 42,166 shares; 2025Q3: 42,085 shares; 2025Q4: 42,238 shares; 2026Q1: 37,050 shares; 2026Q2: 35,232 shares 35,232 $2.74M 0.64% -1,818 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,896 shares 15,896 $2.72M 0.63% new 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: 1,652 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,231 shares; 2026Q1: 19,409 shares; 2026Q2: 14,600 shares 14,600 $2.69M 0.63% -4,809 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,737 shares; 2024Q4: 148,499 shares; 2025Q1: 148,627 shares; 2025Q2: 167,611 shares; 2025Q3: 153,053 shares; 2025Q4: 147,771 shares; 2026Q1: 144,811 shares; 2026Q2: 139,035 shares 139,035 $2.49M 0.58% -5,776 Timeline IGLD 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: 119,196 shares; 2024Q4: 125,558 shares; 2025Q1: 128,107 shares; 2025Q2: 136,401 shares; 2025Q3: 124,033 shares; 2025Q4: 109,101 shares; 2026Q1: 100,155 shares; 2026Q2: 114,496 shares 114,496 $2.41M 0.56% +14,341 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: 39,849 shares; 2024Q4: 39,849 shares; 2025Q1: 39,384 shares; 2025Q2: 37,534 shares; 2025Q3: 37,497 shares; 2025Q4: 36,512 shares; 2026Q1: 33,855 shares; 2026Q2: 33,855 shares 33,855 $2.18M 0.51% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,872 shares; 2025Q1: 2,570 shares; 2025Q2: 5,795 shares; 2025Q3: 5,788 shares; 2025Q4: 12,229 shares; 2026Q1: 16,263 shares; 2026Q2: 15,862 shares 15,862 $2.17M 0.5% -401 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: 1,445 shares; 2025Q2: 3,323 shares; 2025Q3: 3,344 shares; 2025Q4: 5,707 shares; 2026Q1: 7,187 shares; 2026Q2: 6,998 shares 6,998 $2.12M 0.49% -189 Timeline GSIE 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: 17,507 shares; 2025Q1: 22,832 shares; 2025Q2: 46,067 shares; 2025Q3: 46,664 shares; 2025Q4: 48,993 shares; 2026Q1: 46,759 shares; 2026Q2: 46,368 shares 46,368 $2.12M 0.49% -391 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 2,315 shares; 2025Q1: 2,300 shares; 2025Q2: 1,971 shares; 2025Q3: 2,356 shares; 2025Q4: 2,731 shares; 2026Q1: 2,581 shares; 2026Q2: 4,072 shares 4,072 $2.07M 0.48% +1,491 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: 2,007 shares; 2024Q4: 2,446 shares; 2025Q1: 1,950 shares; 2025Q2: 1,867 shares; 2025Q3: 1,835 shares; 2025Q4: 3,420 shares; 2026Q1: 3,693 shares; 2026Q2: 3,636 shares 3,636 $2.05M 0.48% -57 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,288 shares; 2026Q2: 1,770 shares 1,770 $2.04M 0.48% +482 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,081 shares; 2024Q4: 118,245 shares; 2025Q1: 106,910 shares; 2025Q2: 79,801 shares; 2025Q3: 71,284 shares; 2025Q4: 55,067 shares; 2026Q1: 50,151 shares; 2026Q2: 50,290 shares 50,290 $1.84M 0.43% +139 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: 23,694 shares; 2024Q4: 23,557 shares; 2025Q1: 34,414 shares; 2025Q2: 23,268 shares; 2025Q3: 20,959 shares; 2025Q4: 20,288 shares; 2026Q1: 20,290 shares; 2026Q2: 20,693 shares 20,693 $1.82M 0.42% +403 Timeline BUXX 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: 68,852 shares; 2025Q1: 65,451 shares; 2025Q2: 75,652 shares; 2025Q3: 67,893 shares; 2025Q4: 87,067 shares; 2026Q1: 87,209 shares; 2026Q2: 83,695 shares 83,695 $1.69M 0.39% -3,514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,287 shares; 2025Q4: 2,763 shares; 2026Q1: 2,808 shares; 2026Q2: 6,495 shares 6,495 $1.65M 0.38% +3,687 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 655 shares; 2025Q4: 4,210 shares; 2026Q1: 4,012 shares; 2026Q2: 4,251 shares 4,251 $1.61M 0.37% +239 Timeline GEM 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: 11,642 shares; 2025Q1: 15,901 shares; 2025Q2: 32,539 shares; 2025Q3: 32,168 shares; 2025Q4: 32,805 shares; 2026Q1: 30,861 shares; 2026Q2: 29,922 shares 29,922 $1.56M 0.36% -939 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: 16,713 shares; 2024Q4: 16,627 shares; 2025Q1: 5,264 shares; 2025Q2: 5,870 shares; 2025Q3: 4,657 shares; 2025Q4: 2,815 shares; 2026Q1: 2,904 shares; 2026Q2: 3,689 shares 3,689 $1.55M 0.36% +785 Timeline BLV 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: 24,033 shares; 2024Q4: 26,129 shares; 2025Q1: 29,479 shares; 2025Q2: 26,655 shares; 2025Q3: 26,282 shares; 2025Q4: 26,415 shares; 2026Q1: 23,439 shares; 2026Q2: 22,319 shares 22,319 $1.54M 0.36% -1,120 Timeline XHB 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: 65,536 shares; 2024Q4: 11,730 shares; 2025Q1: 3,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,586 shares; 2026Q2: 12,342 shares 12,342 $1.43M 0.33% -21,244 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,194 shares; 2024Q4: 55,575 shares; 2025Q1: 57,048 shares; 2025Q2: 37,932 shares; 2025Q3: 37,171 shares; 2025Q4: 37,822 shares; 2026Q1: 32,991 shares; 2026Q2: 29,027 shares 29,027 $1.41M 0.33% -3,964 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: 35,020 shares; 2024Q4: 33,401 shares; 2025Q1: 18,144 shares; 2025Q2: 3,765 shares; 2025Q3: 3,699 shares; 2025Q4: 8,231 shares; 2026Q1: 7,415 shares; 2026Q2: 7,236 shares 7,236 $1.38M 0.32% -179 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,421 shares; 2026Q1: 12,663 shares; 2026Q2: 10,681 shares 10,681 $1.25M 0.29% -1,982 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,028 shares; 2025Q3: 170,494 shares; 2025Q4: 199,783 shares; 2026Q1: 44,238 shares; 2026Q2: 37,052 shares 37,052 $1.25M 0.29% -7,186 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,634 shares; 2024Q4: 18,720 shares; 2025Q1: 21,344 shares; 2025Q2: 18,819 shares; 2025Q3: 18,636 shares; 2025Q4: 18,833 shares; 2026Q1: 16,568 shares; 2026Q2: 15,604 shares 15,604 $1.25M 0.29% -964 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: 3,382 shares; 2024Q4: 3,682 shares; 2025Q1: 3,249 shares; 2025Q2: 2,775 shares; 2025Q3: 2,514 shares; 2025Q4: 4,627 shares; 2026Q1: 4,829 shares; 2026Q2: 3,790 shares 3,790 $1.24M 0.29% -1,039 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: 4,900 shares; 2024Q4: 6,238 shares; 2025Q1: 6,591 shares; 2025Q2: 6,546 shares; 2025Q3: 6,473 shares; 2025Q4: 8,625 shares; 2026Q1: 8,544 shares; 2026Q2: 6,413 shares 6,413 $1.22M 0.28% -2,131 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 22,267 shares; 2026Q1: 47,538 shares; 2026Q2: 43,908 shares 43,908 $1.21M 0.28% -3,630 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: 1,135 shares; 2025Q4: 933 shares; 2026Q1: 940 shares; 2026Q2: 1,246 shares 1,246 $1.2M 0.28% +306 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: 10,765 shares; 2024Q4: 27,531 shares; 2025Q1: 26,868 shares; 2025Q2: 33,231 shares; 2025Q3: 30,499 shares; 2025Q4: 30,609 shares; 2026Q1: 26,122 shares; 2026Q2: 22,738 shares 22,738 $1.15M 0.27% -3,384 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: 20,633 shares; 2024Q4: 17,227 shares; 2025Q1: 13,603 shares; 2025Q2: 12,172 shares; 2025Q3: 13,519 shares; 2025Q4: 11,529 shares; 2026Q1: 13,183 shares; 2026Q2: 10,088 shares 10,088 $1.14M 0.27% -3,095 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: 24,853 shares; 2024Q4: 44,426 shares; 2025Q1: 43,864 shares; 2025Q2: 44,766 shares; 2025Q3: 50,340 shares; 2025Q4: 6,552 shares; 2026Q1: 6,111 shares; 2026Q2: 8,098 shares 8,098 $1.13M 0.26% +1,987 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: 2,399 shares; 2024Q4: 27,689 shares; 2025Q1: 42,516 shares; 2025Q2: 28,725 shares; 2025Q3: 1,747 shares; 2025Q4: 1,701 shares; 2026Q1: 1,182 shares; 2026Q2: 1,486 shares 1,486 $1.11M 0.26% +304 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,091 shares; 2025Q1: 19,934 shares; 2025Q2: 23,744 shares; 2025Q3: 21,008 shares; 2025Q4: 24,057 shares; 2026Q1: 24,097 shares; 2026Q2: 22,151 shares 22,151 $1.1M 0.26% -1,946 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: not reported; 2024Q4: 71,483 shares; 2025Q1: 28,445 shares; 2025Q2: 38,957 shares; 2025Q3: 2,537 shares; 2025Q4: 2,354 shares; 2026Q1: 11,491 shares; 2026Q2: 8,463 shares 8,463 $1.08M 0.25% -3,028 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467 shares; 2024Q4: 2,495 shares; 2025Q1: 2,424 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,678 shares; 2026Q1: 2,814 shares; 2026Q2: 2,116 shares 2,116 $1.06M 0.25% -698 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,818 shares; 2025Q1: 2,859 shares; 2025Q2: 2,847 shares; 2025Q3: 2,889 shares; 2025Q4: 2,900 shares; 2026Q1: 2,937 shares; 2026Q2: 2,925 shares 2,925 $1.04M 0.24% -12 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: 1,047 shares; 2024Q4: 1,076 shares; 2025Q1: 980 shares; 2025Q2: 725 shares; 2025Q3: 672 shares; 2025Q4: 996 shares; 2026Q1: 972 shares; 2026Q2: 920 shares 920 $931K 0.22% -52 Timeline ITA 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: 4,852 shares; 2026Q2: 3,795 shares 3,795 $920K 0.21% -1,057 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: 4,126 shares; 2024Q4: 3,796 shares; 2025Q1: 3,663 shares; 2025Q2: 3,276 shares; 2025Q3: 3,112 shares; 2025Q4: 4,129 shares; 2026Q1: 3,426 shares; 2026Q2: 5,495 shares 5,495 $911K 0.21% +2,069 Timeline EWY 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: 42,334 shares; 2025Q3: 44,075 shares; 2025Q4: 42,218 shares; 2026Q1: 29,603 shares; 2026Q2: 4,437 shares 4,437 $896K 0.21% -25,166 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,305 shares; 2024Q4: 34,265 shares; 2025Q1: 34,058 shares; 2025Q2: 32,878 shares; 2025Q3: 33,566 shares; 2025Q4: 33,362 shares; 2026Q1: 34,036 shares; 2026Q2: 34,688 shares 34,688 $886K 0.21% +652 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 1,279 shares; 2025Q1: 1,028 shares; 2025Q2: 852 shares; 2025Q3: 593 shares; 2025Q4: 995 shares; 2026Q1: 905 shares; 2026Q2: 815 shares 815 $868K 0.2% -90 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,669 shares; 2024Q4: 38,030 shares; 2025Q1: 30,987 shares; 2025Q2: 30,945 shares; 2025Q3: 34,555 shares; 2025Q4: 10,485 shares; 2026Q1: 9,861 shares; 2026Q2: 20,349 shares 20,349 $862K 0.2% +10,488 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,586 shares; 2025Q1: 1,522 shares; 2025Q2: 1,374 shares; 2025Q3: 2,095 shares; 2025Q4: 1,882 shares; 2026Q1: 1,434 shares; 2026Q2: 1,241 shares 1,241 $852K 0.2% -193 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: 1,785 shares; 2025Q1: 1,795 shares; 2025Q2: 1,870 shares; 2025Q3: 1,871 shares; 2025Q4: 4,283 shares; 2026Q1: 4,157 shares; 2026Q2: 4,577 shares 4,577 $828K 0.19% +420 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: not reported; 2024Q4: 10,527 shares; 2025Q1: 10,062 shares; 2025Q2: 8,770 shares; 2025Q3: 7,226 shares; 2025Q4: 8,718 shares; 2026Q1: 10,397 shares; 2026Q2: 8,092 shares 8,092 $815K 0.19% -2,305 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: 2,944 shares; 2024Q4: 2,976 shares; 2025Q1: 2,753 shares; 2025Q2: 2,367 shares; 2025Q3: 2,350 shares; 2025Q4: 3,367 shares; 2026Q1: 3,460 shares; 2026Q2: 2,328 shares 2,328 $799K 0.19% -1,132 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,962 shares; 2025Q1: 19,434 shares; 2025Q2: 23,157 shares; 2025Q3: 21,221 shares; 2025Q4: 21,364 shares; 2026Q1: 21,448 shares; 2026Q2: 19,951 shares 19,951 $789K 0.18% -1,497 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: 5,636 shares; 2024Q4: 5,891 shares; 2025Q1: 5,213 shares; 2025Q2: 5,105 shares; 2025Q3: 5,359 shares; 2025Q4: 2,874 shares; 2026Q1: 2,379 shares; 2026Q2: 2,169 shares 2,169 $765K 0.18% -210 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: 1,957 shares; 2024Q4: 2,167 shares; 2025Q1: 2,141 shares; 2025Q2: 1,711 shares; 2025Q3: 2,012 shares; 2025Q4: 2,162 shares; 2026Q1: 2,018 shares; 2026Q2: 2,115 shares 2,115 $747K 0.17% +97 Timeline THLV THOR FINL TECHNOLOGIES TR More: the full row for THOR FINL TECHNOLOGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,294 shares; 2024Q4: 9,140 shares; 2025Q1: 28,669 shares; 2025Q2: 17,938 shares; 2025Q3: 25,282 shares; 2025Q4: 25,571 shares; 2026Q1: 24,965 shares; 2026Q2: 21,724 shares 21,724 $724K 0.17% -3,241 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: 2,398 shares; 2024Q4: 2,321 shares; 2025Q1: 1,865 shares; 2025Q2: 1,724 shares; 2025Q3: 1,660 shares; 2025Q4: 1,626 shares; 2026Q1: 1,707 shares; 2026Q2: 1,965 shares 1,965 $712K 0.17% +258 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: 1,520 shares; 2026Q2: 1,611 shares 1,611 $698K 0.16% +91 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,268 shares; 2024Q4: 16,436 shares; 2025Q1: 18,251 shares; 2025Q2: 16,298 shares; 2025Q3: 16,213 shares; 2025Q4: 16,468 shares; 2026Q1: 14,573 shares; 2026Q2: 13,787 shares 13,787 $693K 0.16% -786 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,333 shares; 2024Q4: 5,278 shares; 2025Q1: 4,344 shares; 2025Q2: 4,025 shares; 2025Q3: 4,631 shares; 2025Q4: 1,054 shares; 2026Q1: 1,004 shares; 2026Q2: 2,060 shares 2,060 $680K 0.16% +1,056 Timeline ACYN 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: 32,355 shares 32,355 $673K 0.16% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 3,026 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,137 shares 1,137 $660K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,739 shares 2,739 $652K 0.15% new Timeline FBCG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,647 shares; 2025Q4: 7,347 shares; 2026Q1: 9,441 shares; 2026Q2: 10,492 shares 10,492 $652K 0.15% +1,051 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: 4,531 shares; 2026Q1: 4,598 shares; 2026Q2: 4,635 shares 4,635 $649K 0.15% +37 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: not reported; 2024Q4: 356 shares; 2025Q1: 343 shares; 2025Q2: 331 shares; 2025Q3: 378 shares; 2025Q4: 336 shares; 2026Q1: 419 shares; 2026Q2: 539 shares 539 $647K 0.15% +120 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: 1,156 shares; 2024Q4: 1,152 shares; 2025Q1: 1,170 shares; 2025Q2: 1,147 shares; 2025Q3: 1,276 shares; 2025Q4: 1,248 shares; 2026Q1: 1,245 shares; 2026Q2: 1,244 shares 1,244 $634K 0.15% -1 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: 92,496 shares; 2024Q4: 21,149 shares; 2025Q1: 17,071 shares; 2025Q2: 12,913 shares; 2025Q3: 12,642 shares; 2025Q4: 12,989 shares; 2026Q1: 12,065 shares; 2026Q2: 11,819 shares 11,819 $634K 0.15% -246 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,215 shares; 2026Q1: 3,134 shares; 2026Q2: 7,795 shares 7,795 $634K 0.15% +4,661 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 11,277 shares; 2025Q1: 12,745 shares; 2025Q2: 11,440 shares; 2025Q3: 12,619 shares; 2025Q4: 12,546 shares; 2026Q1: 9,922 shares; 2026Q2: 9,282 shares 9,282 $624K 0.15% -640 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,977 shares; 2025Q3: 16,532 shares; 2025Q4: 23,790 shares; 2026Q1: 24,086 shares; 2026Q2: 24,248 shares 24,248 $621K 0.14% +162 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: 2,890 shares; 2024Q4: 2,884 shares; 2025Q1: 2,868 shares; 2025Q2: 2,775 shares; 2025Q3: 2,693 shares; 2025Q4: 5,087 shares; 2026Q1: 4,864 shares; 2026Q2: 4,864 shares 4,864 $570K 0.13% 0 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: 41,660 shares; 2025Q3: 43,383 shares; 2025Q4: 47,762 shares; 2026Q1: 42,373 shares; 2026Q2: 5,910 shares 5,910 $551K 0.13% -36,463 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: 89,088 shares; 2024Q4: 16,714 shares; 2025Q1: not reported; 2025Q2: 77,734 shares; 2025Q3: 84,773 shares; 2025Q4: 92,961 shares; 2026Q1: 79,137 shares; 2026Q2: 11,715 shares 11,715 $541K 0.13% -67,422 Timeline ICF 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: 7,292 shares; 2025Q3: 7,554 shares; 2025Q4: 8,214 shares; 2026Q1: 7,883 shares; 2026Q2: 7,795 shares 7,795 $527K 0.12% -88 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,746 shares 1,746 $525K 0.12% new 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: 1,266 shares; 2024Q4: 1,909 shares; 2025Q1: 1,404 shares; 2025Q2: 1,681 shares; 2025Q3: 2,229 shares; 2025Q4: 2,228 shares; 2026Q1: 1,332 shares; 2026Q2: 1,306 shares 1,306 $483K 0.11% -26 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,932 shares; 2025Q2: 106,258 shares; 2025Q3: 90,023 shares; 2025Q4: 51,345 shares; 2026Q1: 18,016 shares; 2026Q2: 17,256 shares 17,256 $448K 0.1% -760 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,331 shares; 2026Q1: 5,068 shares; 2026Q2: 6,553 shares 6,553 $446K 0.1% +1,485 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: 5,308 shares; 2024Q4: 6,123 shares; 2025Q1: 5,264 shares; 2025Q2: 4,398 shares; 2025Q3: 4,653 shares; 2025Q4: 4,444 shares; 2026Q1: 3,760 shares; 2026Q2: 3,689 shares 3,689 $439K 0.1% -71 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: 1,521 shares; 2024Q4: 1,434 shares; 2025Q1: 1,463 shares; 2025Q2: 1,551 shares; 2025Q3: 1,537 shares; 2025Q4: 1,523 shares; 2026Q1: 1,618 shares; 2026Q2: 1,736 shares 1,736 $437K 0.1% +118 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: 17,469 shares; 2024Q4: 11,014 shares; 2025Q1: 4,988 shares; 2025Q2: 5,087 shares; 2025Q3: 4,319 shares; 2025Q4: not reported; 2026Q1: 705 shares; 2026Q2: 651 shares 651 $417K 0.1% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares; 2026Q2: 4,687 shares 4,687 $415K 0.1% +2,257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 1,217 shares; 2026Q1: 1,172 shares; 2026Q2: 1,091 shares 1,091 $408K 0.09% -81 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,250 shares; 2026Q1: 12,078 shares; 2026Q2: 15,960 shares 15,960 $405K 0.09% +3,882 Timeline T AT&T INC More: the full row for AT&T 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: 19,202 shares 19,202 $397K 0.09% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,212 shares; 2024Q4: 3,630 shares; 2025Q1: 3,330 shares; 2025Q2: 2,963 shares; 2025Q3: 2,860 shares; 2025Q4: 2,878 shares; 2026Q1: 2,993 shares; 2026Q2: 3,094 shares 3,094 $392K 0.09% +101 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,220 shares; 2026Q2: 3,705 shares 3,705 $385K 0.09% +1,485 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: 4,127 shares; 2024Q4: 3,802 shares; 2025Q1: 3,773 shares; 2025Q2: 3,491 shares; 2025Q3: 3,477 shares; 2025Q4: 4,037 shares; 2026Q1: 3,120 shares; 2026Q2: 3,478 shares 3,478 $373K 0.09% +358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 488 shares 488 $369K 0.09% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,863 shares; 2024Q4: 21,311 shares; 2025Q1: 21,768 shares; 2025Q2: 22,236 shares; 2025Q3: 20,743 shares; 2025Q4: 18,777 shares; 2026Q1: 19,272 shares; 2026Q2: 19,898 shares 19,898 $369K 0.09% +626 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: 11,449 shares; 2025Q2: 20,894 shares; 2025Q3: 21,473 shares; 2025Q4: 22,830 shares; 2026Q1: 21,815 shares; 2026Q2: 22,459 shares 22,459 $357K 0.08% +644 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: 2,068 shares; 2024Q4: 1,703 shares; 2025Q1: 1,727 shares; 2025Q2: 1,856 shares; 2025Q3: 1,862 shares; 2025Q4: 1,592 shares; 2026Q1: 1,189 shares; 2026Q2: 1,189 shares 1,189 $356K 0.08% 0 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: 1,702 shares; 2024Q4: 1,723 shares; 2025Q1: 1,698 shares; 2025Q2: 1,908 shares; 2025Q3: 2,317 shares; 2025Q4: 2,248 shares; 2026Q1: 2,044 shares; 2026Q2: 1,911 shares 1,911 $354K 0.08% -133 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: 1,750 shares; 2024Q4: 1,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,371 shares; 2026Q1: 1,308 shares; 2026Q2: 1,377 shares 1,377 $352K 0.08% +69 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN 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: not reported; 2026Q2: 20,193 shares 20,193 $350K 0.08% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: 2,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,815 shares; 2026Q1: 2,757 shares; 2026Q2: 2,700 shares 2,700 $347K 0.08% -57 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,787 shares; 2024Q4: 197,191 shares; 2025Q1: 183,637 shares; 2025Q2: 201,469 shares; 2025Q3: 180,114 shares; 2025Q4: 31,329 shares; 2026Q1: 12,351 shares; 2026Q2: 10,191 shares 10,191 $344K 0.08% -2,160 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,488 shares; 2024Q4: 22,303 shares; 2025Q1: 22,157 shares; 2025Q2: 21,857 shares; 2025Q3: 21,861 shares; 2025Q4: 21,864 shares; 2026Q1: 22,991 shares; 2026Q2: 24,715 shares 24,715 $344K 0.08% +1,724 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: not reported; 2025Q3: not reported; 2025Q4: 313 shares; 2026Q1: 322 shares; 2026Q2: 292 shares 292 $343K 0.08% -30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,390 shares; 2024Q4: 5,935 shares; 2025Q1: 5,990 shares; 2025Q2: 4,603 shares; 2025Q3: 4,685 shares; 2025Q4: 4,609 shares; 2026Q1: 4,614 shares; 2026Q2: 4,618 shares 4,618 $332K 0.08% +4 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 12,151 shares; 2026Q1: 12,486 shares; 2026Q2: 12,484 shares 12,484 $330K 0.08% -2 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: 1,234 shares 1,234 $321K 0.07% new 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: 5,043 shares; 2024Q4: 5,148 shares; 2025Q1: 4,543 shares; 2025Q2: 4,351 shares; 2025Q3: 4,726 shares; 2025Q4: 1,296 shares; 2026Q1: 1,314 shares; 2026Q2: 1,170 shares 1,170 $316K 0.07% -144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $311K 0.07% new 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: 1,263 shares; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 991 shares; 2025Q3: 1,071 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 850 shares 850 $306K 0.07% +26 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: 1,951 shares; 2024Q4: 1,865 shares; 2025Q1: 1,746 shares; 2025Q2: 1,428 shares; 2025Q3: 1,004 shares; 2025Q4: 2,151 shares; 2026Q1: 2,527 shares; 2026Q2: 1,076 shares 1,076 $302K 0.07% -1,451 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB 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: 5,144 shares 5,144 $296K 0.07% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,451 shares; 2025Q4: 4,162 shares; 2026Q1: 4,398 shares; 2026Q2: 5,320 shares 5,320 $284K 0.07% +922 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 808 shares 808 $275K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,833 shares; 2024Q4: 2,782 shares; 2025Q1: 2,675 shares; 2025Q2: 2,649 shares; 2025Q3: 2,644 shares; 2025Q4: 2,941 shares; 2026Q1: 2,835 shares; 2026Q2: 2,855 shares 2,855 $275K 0.06% +20 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,485 shares; 2024Q4: 2,469 shares; 2025Q1: 2,422 shares; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: 1,980 shares; 2026Q1: 1,853 shares; 2026Q2: 1,828 shares 1,828 $274K 0.06% -25 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $273K 0.06% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 6,656 shares 6,656 $272K 0.06% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: 961 shares; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 931 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $271K 0.06% 0 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: 5,842 shares; 2024Q4: 1,990 shares; 2025Q1: 1,987 shares; 2025Q2: 1,325 shares; 2025Q3: 1,284 shares; 2025Q4: 882 shares; 2026Q1: 842 shares; 2026Q2: 783 shares 783 $265K 0.06% -59 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,592 shares; 2025Q4: 3,878 shares; 2026Q1: 3,894 shares; 2026Q2: 3,448 shares 3,448 $260K 0.06% -446 Timeline LQD 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: 3,051 shares; 2025Q4: 2,825 shares; 2026Q1: 2,849 shares; 2026Q2: 2,350 shares 2,350 $256K 0.06% -499 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,637 shares; 2025Q3: 17,819 shares; 2025Q4: 17,534 shares; 2026Q1: 17,602 shares; 2026Q2: 14,822 shares 14,822 $256K 0.06% -2,780 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,315 shares; 2024Q4: 21,047 shares; 2025Q1: 11,025 shares; 2025Q2: not reported; 2025Q3: 8,676 shares; 2025Q4: 9,702 shares; 2026Q1: 9,243 shares; 2026Q2: 8,307 shares 8,307 $251K 0.06% -936 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY 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: 1,049 shares 1,049 $251K 0.06% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,680 shares 3,680 $249K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,802 shares 4,802 $249K 0.06% new 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: 3,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,113 shares; 2025Q4: 8,113 shares; 2026Q1: 8,113 shares; 2026Q2: 8,444 shares 8,444 $249K 0.06% +331 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $247K 0.06% new 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: not reported; 2024Q4: 2,396 shares; 2025Q1: not reported; 2025Q2: 3,178 shares; 2025Q3: 3,098 shares; 2025Q4: 3,094 shares; 2026Q1: 3,240 shares; 2026Q2: 2,818 shares 2,818 $244K 0.06% -422 Timeline JBL JABIL INC More: the full row for JABIL 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: 629 shares 629 $242K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 3,169 shares; 2026Q1: 1,966 shares; 2026Q2: 1,641 shares 1,641 $240K 0.06% -325 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 3,093 shares; 2025Q1: 2,247 shares; 2025Q2: 2,149 shares; 2025Q3: 2,179 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,104 shares 2,104 $239K 0.06% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,713 shares; 2026Q1: 44,993 shares; 2026Q2: 2,821 shares 2,821 $233K 0.05% -42,172 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: 3,237 shares; 2024Q4: 2,830 shares; 2025Q1: 2,639 shares; 2025Q2: 2,304 shares; 2025Q3: 1,998 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,589 shares 1,589 $233K 0.05% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,486 shares; 2024Q4: 31,799 shares; 2025Q1: 6,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $232K 0.05% new Timeline INTU INTUIT More: the full row for INTUIT 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: 888 shares 888 $232K 0.05% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,581 shares; 2024Q4: 21,371 shares; 2025Q1: 17,359 shares; 2025Q2: 5,964 shares; 2025Q3: 5,854 shares; 2025Q4: 5,985 shares; 2026Q1: 5,092 shares; 2026Q2: 3,151 shares 3,151 $231K 0.05% -1,941 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,948 shares; 2026Q1: 8,064 shares; 2026Q2: 7,217 shares 7,217 $226K 0.05% -847 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares 953 $225K 0.05% new Timeline QYLD 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: 12,819 shares; 2026Q2: 12,141 shares 12,141 $224K 0.05% -678 Timeline TGT TARGET CORP More: the full row for TARGET 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: 1,699 shares 1,699 $222K 0.05% new Timeline IGIB 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: 4,505 shares; 2025Q3: 4,469 shares; 2025Q4: 4,537 shares; 2026Q1: 4,569 shares; 2026Q2: 4,155 shares 4,155 $221K 0.05% -414 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC 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: 2,711 shares 2,711 $219K 0.05% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 409 shares 409 $218K 0.05% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,195 shares 2,195 $218K 0.05% new Timeline EOG EOG RES INC More: the full row for EOG RES 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: 1,672 shares 1,672 $217K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,318 shares 2,318 $217K 0.05% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS 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: 1,109 shares 1,109 $214K 0.05% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $212K 0.05% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $208K 0.05% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 996 shares; 2026Q1: 1,005 shares; 2026Q2: 414 shares 414 $207K 0.05% -591 Timeline HYLS 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: 98,661 shares; 2024Q4: 101,728 shares; 2025Q1: 104,187 shares; 2025Q2: 122,436 shares; 2025Q3: 112,424 shares; 2025Q4: 15,805 shares; 2026Q1: 6,064 shares; 2026Q2: 5,029 shares 5,029 $204K 0.05% -1,035 Timeline ADBE ADOBE INC More: the full row for ADOBE 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: 996 shares 996 $204K 0.05% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares 792 $203K 0.05% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,152 shares 7,152 $202K 0.05% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS 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: 4,668 shares 4,668 $202K 0.05% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 2,064 shares 2,064 $200K 0.05% new Timeline PGX 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: 11,057 shares; 2024Q4: 11,167 shares; 2025Q1: 11,168 shares; 2025Q2: 11,170 shares; 2025Q3: 10,972 shares; 2025Q4: 10,972 shares; 2026Q1: 10,972 shares; 2026Q2: 10,972 shares 10,972 $119K 0.03% 0 Timeline