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: 579,290 shares; 2024Q4: 3,069,436 shares; 2025Q1: 3,090,227 shares; 2025Q2: 3,088,420 shares; 2025Q3: 3,085,404 shares; 2025Q4: 3,096,774 shares; 2026Q1: 3,117,623 shares; 2026Q2: 3,124,543 shares 3,124,543 $106M 15.11% +6,920 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921,158 shares; 2024Q4: 2,877,420 shares; 2025Q1: 2,913,987 shares; 2025Q2: 2,942,753 shares; 2025Q3: 2,946,692 shares; 2025Q4: 2,977,872 shares; 2026Q1: 2,996,245 shares; 2026Q2: 3,018,201 shares 3,018,201 $105M 15.01% +21,956 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349,802 shares; 2024Q4: 1,418,511 shares; 2025Q1: 1,431,758 shares; 2025Q2: 1,476,164 shares; 2025Q3: 1,488,714 shares; 2025Q4: 1,518,350 shares; 2026Q1: 1,525,413 shares; 2026Q2: 1,536,270 shares 1,536,270 $83.9M 11.99% +10,857 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: 105,960 shares; 2024Q4: 115,458 shares; 2025Q1: 119,418 shares; 2025Q2: 244,515 shares; 2025Q3: 249,586 shares; 2025Q4: 253,675 shares; 2026Q1: 257,095 shares; 2026Q2: 261,984 shares 261,984 $55.7M 7.97% +4,889 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: 704,508 shares; 2024Q4: 730,634 shares; 2025Q1: 721,535 shares; 2025Q2: 710,463 shares; 2025Q3: 656,897 shares; 2025Q4: 664,305 shares; 2026Q1: 679,323 shares; 2026Q2: 709,541 shares 709,541 $52.1M 7.44% +30,218 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832,280 shares; 2024Q4: 1,246,176 shares; 2025Q1: 1,243,442 shares; 2025Q2: 1,222,162 shares; 2025Q3: 1,206,558 shares; 2025Q4: 1,189,818 shares; 2026Q1: 1,181,707 shares; 2026Q2: 1,176,951 shares 1,176,951 $42.5M 6.08% -4,756 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981,067 shares; 2024Q4: 1,038,085 shares; 2025Q1: 1,051,080 shares; 2025Q2: 1,045,319 shares; 2025Q3: 1,049,847 shares; 2025Q4: 1,075,580 shares; 2026Q1: 1,092,100 shares; 2026Q2: 1,095,808 shares 1,095,808 $39.7M 5.68% +3,708 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,711 shares; 2024Q4: 167,538 shares; 2025Q1: 171,507 shares; 2025Q2: 175,860 shares; 2025Q3: 176,788 shares; 2025Q4: 180,507 shares; 2026Q1: 184,683 shares; 2026Q2: 189,028 shares 189,028 $29.7M 4.24% +4,345 Timeline PYLD 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: not reported; 2024Q4: 62,336 shares; 2025Q1: 172,170 shares; 2025Q2: 365,017 shares; 2025Q3: 551,373 shares; 2025Q4: 670,221 shares; 2026Q1: 778,330 shares; 2026Q2: 938,524 shares 938,524 $24.9M 3.56% +160,194 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 53,645 shares; 2025Q1: 56,158 shares; 2025Q2: 60,165 shares; 2025Q3: 63,362 shares; 2025Q4: 68,419 shares; 2026Q1: 71,747 shares; 2026Q2: 74,700 shares 74,700 $22.6M 3.24% +2,953 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: 17,086 shares; 2024Q4: 17,838 shares; 2025Q1: 17,554 shares; 2025Q2: 17,998 shares; 2025Q3: 18,042 shares; 2025Q4: 17,835 shares; 2026Q1: 17,873 shares; 2026Q2: 17,670 shares 17,670 $13M 1.86% -203 Timeline SLYG 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: 102,528 shares; 2024Q4: 105,055 shares; 2025Q1: 105,782 shares; 2025Q2: 104,136 shares; 2025Q3: 103,116 shares; 2025Q4: 102,835 shares; 2026Q1: 102,766 shares; 2026Q2: 102,047 shares 102,047 $12.2M 1.74% -719 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,978 shares; 2024Q4: 179,004 shares; 2025Q1: 188,636 shares; 2025Q2: 191,372 shares; 2025Q3: 195,210 shares; 2025Q4: 202,315 shares; 2026Q1: 210,213 shares; 2026Q2: 215,302 shares 215,302 $10.3M 1.47% +5,089 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,781 shares; 2025Q4: 27,735 shares; 2026Q1: 27,640 shares; 2026Q2: 27,075 shares 27,075 $9.97M 1.43% -565 Timeline EELV 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: 305,508 shares; 2024Q4: 326,290 shares; 2025Q1: 342,785 shares; 2025Q2: 344,088 shares; 2025Q3: 347,047 shares; 2025Q4: 348,649 shares; 2026Q1: 355,431 shares; 2026Q2: 356,683 shares 356,683 $9.92M 1.42% +1,252 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,583 shares; 2024Q4: 654,477 shares; 2025Q1: 670,186 shares; 2025Q2: 671,076 shares; 2025Q3: 657,407 shares; 2025Q4: 573,661 shares; 2026Q1: 517,740 shares; 2026Q2: 449,007 shares 449,007 $8.82M 1.26% -68,733 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,387 shares; 2024Q4: 62,886 shares; 2025Q1: 64,386 shares; 2025Q2: 67,013 shares; 2025Q3: 67,801 shares; 2025Q4: 68,136 shares; 2026Q1: 69,757 shares; 2026Q2: 69,876 shares 69,876 $8.72M 1.25% +119 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,513 shares; 2024Q4: 28,146 shares; 2025Q1: 27,551 shares; 2025Q2: 27,565 shares; 2025Q3: 27,578 shares; 2025Q4: 26,647 shares; 2026Q1: 26,557 shares; 2026Q2: 25,107 shares 25,107 $5.7M 0.81% -1,450 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,161 shares; 2024Q4: 140,219 shares; 2025Q1: 137,087 shares; 2025Q2: 136,317 shares; 2025Q3: 149,547 shares; 2025Q4: 144,164 shares; 2026Q1: 140,046 shares; 2026Q2: 139,709 shares 139,709 $5.63M 0.8% -337 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: 15,616 shares; 2024Q4: 15,427 shares; 2025Q1: 16,584 shares; 2025Q2: 16,597 shares; 2025Q3: 16,968 shares; 2025Q4: 16,509 shares; 2026Q1: 16,177 shares; 2026Q2: 16,176 shares 16,176 $4.68M 0.67% -1 Timeline VTEB 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: 7,870 shares; 2025Q3: 17,953 shares; 2025Q4: 33,069 shares; 2026Q1: 46,827 shares; 2026Q2: 84,934 shares 84,934 $4.3M 0.61% +38,107 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: 44,712 shares; 2024Q4: 43,423 shares; 2025Q1: 43,716 shares; 2025Q2: 45,361 shares; 2025Q3: 46,193 shares; 2025Q4: 49,662 shares; 2026Q1: 59,102 shares; 2026Q2: 55,815 shares 55,815 $3.75M 0.54% -3,287 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,609 shares 30,609 $3.59M 0.51% 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: 13,379 shares; 2024Q4: 12,389 shares; 2025Q1: 11,717 shares; 2025Q2: 11,828 shares; 2025Q3: 18,661 shares; 2025Q4: 11,560 shares; 2026Q1: 11,566 shares; 2026Q2: 13,025 shares 13,025 $3.52M 0.5% +1,459 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,083 shares; 2024Q4: 55,414 shares; 2025Q1: 54,628 shares; 2025Q2: 54,548 shares; 2025Q3: 53,347 shares; 2025Q4: 47,258 shares; 2026Q1: 46,687 shares; 2026Q2: 46,017 shares 46,017 $3.08M 0.44% -670 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705,529 shares; 2024Q4: 711,010 shares; 2025Q1: 713,988 shares; 2025Q2: 102,175 shares; 2025Q3: 91,030 shares; 2025Q4: 82,254 shares; 2026Q1: 74,940 shares; 2026Q2: 68,203 shares 68,203 $2.26M 0.32% -6,737 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: 31,629 shares; 2024Q4: 320,309 shares; 2025Q1: 322,537 shares; 2025Q2: 63,699 shares; 2025Q3: 68,099 shares; 2025Q4: 68,213 shares; 2026Q1: 68,986 shares; 2026Q2: 66,783 shares 66,783 $2.04M 0.29% -2,203 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,110 shares; 2026Q1: 19,743 shares; 2026Q2: 51,632 shares 51,632 $1.57M 0.22% +31,889 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: not reported; 2024Q4: not reported; 2025Q1: 3,893 shares; 2025Q2: 3,934 shares; 2025Q3: 3,934 shares; 2025Q4: 3,934 shares; 2026Q1: 3,934 shares; 2026Q2: 3,935 shares 3,935 $1.39M 0.2% +1 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 2,163 shares; 2025Q1: 5,548 shares; 2025Q2: 5,899 shares; 2025Q3: 5,869 shares; 2025Q4: 5,807 shares; 2026Q1: 5,757 shares; 2026Q2: 5,747 shares 5,747 $1.37M 0.2% -10 Timeline HYD 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: 26,807 shares; 2024Q4: 28,449 shares; 2025Q1: 29,408 shares; 2025Q2: 22,897 shares; 2025Q3: 22,610 shares; 2025Q4: 17,652 shares; 2026Q1: 18,498 shares; 2026Q2: 23,340 shares 23,340 $1.2M 0.17% +4,842 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: 3,142 shares; 2025Q1: 3,209 shares; 2025Q2: 3,147 shares; 2025Q3: 3,148 shares; 2025Q4: 3,150 shares; 2026Q1: 3,151 shares; 2026Q2: 3,152 shares 3,152 $1.13M 0.16% +1 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,610 shares; 2024Q4: 27,610 shares; 2025Q1: 27,610 shares; 2025Q2: 29,004 shares; 2025Q3: 29,004 shares; 2025Q4: 28,654 shares; 2026Q1: 28,654 shares; 2026Q2: 28,994 shares 28,994 $1.1M 0.16% +340 Timeline EBND 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: 44,434 shares; 2024Q4: 44,778 shares; 2025Q1: 44,897 shares; 2025Q2: 46,538 shares; 2025Q3: 46,996 shares; 2025Q4: 47,814 shares; 2026Q1: 50,300 shares; 2026Q2: 50,314 shares 50,314 $1.05M 0.15% +14 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 26,338 shares; 2025Q1: 26,476 shares; 2025Q2: 26,628 shares; 2025Q3: 26,779 shares; 2025Q4: 26,938 shares; 2026Q1: 28,585 shares; 2026Q2: 29,732 shares 29,732 $943K 0.13% +1,147 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,868 shares; 2024Q4: 20,862 shares; 2025Q1: 20,868 shares; 2025Q2: 18,065 shares; 2025Q3: 15,596 shares; 2025Q4: 15,724 shares; 2026Q1: 15,532 shares; 2026Q2: 14,995 shares 14,995 $895K 0.13% -537 Timeline HYS 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: 5,232 shares; 2024Q4: 5,237 shares; 2025Q1: 5,245 shares; 2025Q2: 5,253 shares; 2025Q3: 4,491 shares; 2025Q4: 4,500 shares; 2026Q1: 9,092 shares; 2026Q2: 9,181 shares 9,181 $859K 0.12% +89 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: not reported; 2024Q4: not reported; 2025Q1: 2,252 shares; 2025Q2: 2,252 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,311 shares; 2026Q2: 2,286 shares 2,286 $853K 0.12% -25 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: 3,680 shares 3,680 $629K 0.09% new 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: 1,069 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 6,600 shares 6,600 $569K 0.08% +5,500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 779 shares; 2026Q2: 1,443 shares 1,443 $534K 0.08% +664 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: 2,164 shares; 2024Q4: 2,175 shares; 2025Q1: 2,216 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,243 shares; 2026Q1: 2,321 shares; 2026Q2: 2,329 shares 2,329 $529K 0.08% +8 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: 1,863 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,798 shares; 2026Q1: 2,383 shares; 2026Q2: 2,489 shares 2,489 $498K 0.07% +106 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: not reported; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $488K 0.07% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,783 shares; 2024Q4: 4,906 shares; 2025Q1: 4,906 shares; 2025Q2: 4,906 shares; 2025Q3: 4,906 shares; 2025Q4: 4,906 shares; 2026Q1: 4,926 shares; 2026Q2: 4,926 shares 4,926 $478K 0.07% 0 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: 5,520 shares; 2024Q4: 5,581 shares; 2025Q1: 5,590 shares; 2025Q2: 3,696 shares; 2025Q3: 3,699 shares; 2025Q4: 2,950 shares; 2026Q1: 3,107 shares; 2026Q2: 3,087 shares 3,087 $458K 0.07% -20 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: 764 shares; 2024Q4: 817 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 723 shares; 2026Q1: 759 shares; 2026Q2: 761 shares 761 $429K 0.06% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,580 shares; 2025Q1: 1,746 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares; 2026Q2: 1,722 shares 1,722 $418K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,093 shares; 2025Q2: 7,107 shares; 2025Q3: 7,122 shares; 2025Q4: 7,136 shares; 2026Q1: 7,152 shares; 2026Q2: 7,108 shares 7,108 $405K 0.06% -44 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: 1,173 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $403K 0.06% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 2,215 shares 2,215 $396K 0.06% -50 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 1,192 shares; 2025Q3: 1,193 shares; 2025Q4: 1,195 shares; 2026Q1: 1,196 shares; 2026Q2: 1,198 shares 1,198 $392K 0.06% +2 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: 1,058 shares; 2024Q4: 1,064 shares; 2025Q1: 1,071 shares; 2025Q2: 1,078 shares; 2025Q3: 1,084 shares; 2025Q4: 1,090 shares; 2026Q1: 1,098 shares; 2026Q2: 1,106 shares 1,106 $390K 0.06% +8 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: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $388K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 2,880 shares; 2025Q3: 3,283 shares; 2025Q4: 3,283 shares; 2026Q1: 3,283 shares; 2026Q2: 3,283 shares 3,283 $372K 0.05% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 10,004 shares; 2026Q1: 14,955 shares; 2026Q2: 27,045 shares 27,045 $360K 0.05% +12,090 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,381 shares; 2024Q4: 3,517 shares; 2025Q1: 3,517 shares; 2025Q2: 3,585 shares; 2025Q3: 3,585 shares; 2025Q4: 3,634 shares; 2026Q1: 3,634 shares; 2026Q2: 4,042 shares 4,042 $355K 0.05% +408 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: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: 2,401 shares; 2026Q2: 2,401 shares 2,401 $352K 0.05% 0 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: 351 shares; 2024Q4: 350 shares; 2025Q1: 403 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 455 shares; 2026Q1: 456 shares; 2026Q2: 467 shares 467 $349K 0.05% +11 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 1,964 shares 1,964 $341K 0.05% +702 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: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,230 shares; 2025Q3: 1,232 shares; 2025Q4: 1,233 shares; 2026Q1: 1,234 shares; 2026Q2: 1,236 shares 1,236 $311K 0.04% +2 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: not reported; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $304K 0.04% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,497 shares 3,497 $304K 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,507 shares; 2026Q2: 2,155 shares 2,155 $301K 0.04% -3,352 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $295K 0.04% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR 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: 5,382 shares; 2026Q1: 5,382 shares; 2026Q2: 5,382 shares 5,382 $285K 0.04% 0 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: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $273K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $271K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: not reported; 2025Q1: 4,491 shares; 2025Q2: 3,615 shares; 2025Q3: 2,895 shares; 2025Q4: 2,895 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $256K 0.04% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,255 shares; 2024Q4: 5,914 shares; 2025Q1: 6,867 shares; 2025Q2: 6,942 shares; 2025Q3: 6,867 shares; 2025Q4: 6,867 shares; 2026Q1: 7,065 shares; 2026Q2: 5,862 shares 5,862 $251K 0.04% -1,203 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $249K 0.04% 0 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: 1,522 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,808 shares; 2026Q2: 1,825 shares 1,825 $238K 0.03% +17 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,096 shares; 2025Q2: 4,178 shares; 2025Q3: 4,263 shares; 2025Q4: 4,354 shares; 2026Q1: 4,440 shares; 2026Q2: 4,524 shares 4,524 $235K 0.03% +84 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,286 shares 2,286 $216K 0.03% new 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: not reported; 2024Q4: 513 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 1,035 shares; 2026Q2: 506 shares 506 $213K 0.03% -529 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 521 shares; 2025Q2: 518 shares; 2025Q3: 512 shares; 2025Q4: 412 shares; 2026Q1: not reported; 2026Q2: 412 shares 412 $206K 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,412 shares 1,412 $202K 0.03% new Timeline