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: 382,806 shares; 2024Q4: 449,041 shares; 2025Q1: 902,832 shares; 2025Q2: 1,622,431 shares; 2025Q3: 1,658,222 shares; 2025Q4: 1,797,996 shares; 2026Q1: 1,859,482 shares; 2026Q2: 1,849,918 shares 1,849,918 $142M 24.38% -9,564 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: 74,703 shares; 2024Q4: 72,704 shares; 2025Q1: 72,384 shares; 2025Q2: 71,881 shares; 2025Q3: 71,463 shares; 2025Q4: 70,380 shares; 2026Q1: 69,780 shares; 2026Q2: 69,678 shares 69,678 $45.3M 7.8% -102 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: 193,369 shares; 2024Q4: 216,775 shares; 2025Q1: 376,561 shares; 2025Q2: 603,915 shares; 2025Q3: 618,083 shares; 2025Q4: 702,621 shares; 2026Q1: 717,188 shares; 2026Q2: 714,469 shares 714,469 $42.3M 7.28% -2,719 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927,651 shares; 2025Q3: 940,277 shares; 2025Q4: 714,240 shares; 2026Q1: 719,459 shares; 2026Q2: 718,740 shares 718,740 $36.4M 6.26% -719 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: 223,974 shares; 2024Q4: 275,946 shares; 2025Q1: 223,649 shares; 2025Q2: 64,346 shares; 2025Q3: 61,729 shares; 2025Q4: 55,640 shares; 2026Q1: 55,070 shares; 2026Q2: 54,870 shares 54,870 $35.8M 6.17% -200 Timeline MINT 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: not reported; 2025Q1: not reported; 2025Q2: 413,332 shares; 2025Q3: 415,933 shares; 2025Q4: 327,797 shares; 2026Q1: 347,406 shares; 2026Q2: 346,949 shares 346,949 $34.9M 6.01% -457 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,789 shares; 2024Q4: 47,432 shares; 2025Q1: 46,167 shares; 2025Q2: 44,279 shares; 2025Q3: 44,022 shares; 2025Q4: 42,695 shares; 2026Q1: 41,989 shares; 2026Q2: 42,222 shares 42,222 $18M 3.1% +233 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,425 shares; 2024Q4: 874,842 shares; 2025Q1: 754,344 shares; 2025Q2: 258,226 shares; 2025Q3: 253,287 shares; 2025Q4: 233,379 shares; 2026Q1: 234,434 shares; 2026Q2: 230,999 shares 230,999 $15.6M 2.69% -3,435 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,310 shares; 2024Q4: 133,659 shares; 2025Q1: 134,884 shares; 2025Q2: 135,221 shares; 2025Q3: 133,593 shares; 2025Q4: 131,546 shares; 2026Q1: 129,822 shares; 2026Q2: 129,822 shares 129,822 $12M 2.07% 0 Timeline SPYX 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: 199,204 shares; 2024Q4: 197,562 shares; 2025Q1: 191,130 shares; 2025Q2: 178,080 shares; 2025Q3: 172,985 shares; 2025Q4: 173,073 shares; 2026Q1: 169,450 shares; 2026Q2: 164,718 shares 164,718 $8.73M 1.5% -4,732 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,034 shares; 2024Q4: 70,313 shares; 2025Q1: 70,173 shares; 2025Q2: 49,777 shares; 2025Q3: 49,051 shares; 2025Q4: 54,307 shares; 2026Q1: 54,534 shares; 2026Q2: 54,534 shares 54,534 $7.71M 1.33% 0 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: 15,175 shares; 2024Q4: 14,628 shares; 2025Q1: 14,497 shares; 2025Q2: 14,382 shares; 2025Q3: 14,471 shares; 2025Q4: 13,396 shares; 2026Q1: 13,302 shares; 2026Q2: 13,302 shares 13,302 $7.68M 1.32% 0 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: 31,180 shares; 2024Q4: 35,172 shares; 2025Q1: 35,663 shares; 2025Q2: 37,981 shares; 2025Q3: 37,202 shares; 2025Q4: 36,945 shares; 2026Q1: 36,798 shares; 2026Q2: 36,798 shares 36,798 $7.06M 1.22% 0 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,238 shares; 2025Q2: 126,703 shares; 2025Q3: 131,496 shares; 2025Q4: 142,367 shares; 2026Q1: 141,486 shares; 2026Q2: 139,531 shares 139,531 $6.98M 1.2% -1,955 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: 37,388 shares; 2024Q4: 35,833 shares; 2025Q1: 35,920 shares; 2025Q2: 33,789 shares; 2025Q3: 33,576 shares; 2025Q4: 31,963 shares; 2026Q1: 32,403 shares; 2026Q2: 32,403 shares 32,403 $6.92M 1.19% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,760 shares; 2024Q4: 10,751 shares; 2025Q1: 10,683 shares; 2025Q2: 10,388 shares; 2025Q3: 10,419 shares; 2025Q4: 10,323 shares; 2026Q1: 10,228 shares; 2026Q2: 10,145 shares 10,145 $6.26M 1.08% -83 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,752 shares; 2024Q4: 20,301 shares; 2025Q1: 20,102 shares; 2025Q2: 19,924 shares; 2025Q3: 19,298 shares; 2025Q4: 17,274 shares; 2026Q1: 17,255 shares; 2026Q2: 17,255 shares 17,255 $6.15M 1.06% 0 Timeline FESM 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: 151,762 shares; 2025Q1: 164,160 shares; 2025Q2: 135,327 shares; 2025Q3: 138,974 shares; 2025Q4: 143,461 shares; 2026Q1: 150,039 shares; 2026Q2: 150,039 shares 150,039 $5.7M 0.98% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,612 shares; 2024Q4: 40,754 shares; 2025Q1: 39,757 shares; 2025Q2: 40,022 shares; 2025Q3: 39,925 shares; 2025Q4: 41,040 shares; 2026Q1: 40,588 shares; 2026Q2: 40,588 shares 40,588 $5.62M 0.97% 0 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: 20,503 shares; 2024Q4: 21,444 shares; 2025Q1: 21,314 shares; 2025Q2: 21,045 shares; 2025Q3: 21,315 shares; 2025Q4: 20,530 shares; 2026Q1: 20,218 shares; 2026Q2: 20,218 shares 20,218 $5.13M 0.88% 0 Timeline AVDE 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: 5,710 shares; 2024Q4: 15,017 shares; 2025Q1: 12,790 shares; 2025Q2: 19,140 shares; 2025Q3: 25,113 shares; 2025Q4: 47,330 shares; 2026Q1: 57,749 shares; 2026Q2: 56,639 shares 56,639 $4.81M 0.83% -1,110 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,630 shares; 2025Q4: 112,093 shares; 2026Q1: 130,010 shares; 2026Q2: 130,010 shares 130,010 $4.4M 0.76% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,575 shares; 2024Q4: 17,666 shares; 2025Q1: 14,720 shares; 2025Q2: 14,389 shares; 2025Q3: 14,389 shares; 2025Q4: 14,018 shares; 2026Q1: 13,985 shares; 2026Q2: 13,985 shares 13,985 $4.02M 0.69% 0 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: 48,764 shares; 2024Q4: 46,636 shares; 2025Q1: 38,183 shares; 2025Q2: 36,812 shares; 2025Q3: 34,835 shares; 2025Q4: 33,785 shares; 2026Q1: 33,803 shares; 2026Q2: 33,419 shares 33,419 $3.27M 0.56% -384 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,890 shares; 2024Q4: 29,077 shares; 2025Q1: 33,808 shares; 2025Q2: 29,432 shares; 2025Q3: 31,808 shares; 2025Q4: 31,830 shares; 2026Q1: 33,414 shares; 2026Q2: 33,414 shares 33,414 $3.25M 0.56% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,013 shares; 2024Q4: 5,903 shares; 2025Q1: 5,960 shares; 2025Q2: 6,543 shares; 2025Q3: 6,757 shares; 2025Q4: 6,615 shares; 2026Q1: 6,492 shares; 2026Q2: 6,492 shares 6,492 $3.11M 0.54% 0 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: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,473 shares; 2025Q2: 12,214 shares; 2025Q3: 12,214 shares; 2025Q4: 23,178 shares; 2026Q1: 23,178 shares; 2026Q2: 23,178 shares 23,178 $3.08M 0.53% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,073 shares; 2024Q4: 26,155 shares; 2025Q1: 26,135 shares; 2025Q2: 26,469 shares; 2025Q3: 26,325 shares; 2025Q4: 26,284 shares; 2026Q1: 26,284 shares; 2026Q2: 26,284 shares 26,284 $2.97M 0.51% 0 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: 4,293 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,293 shares; 2025Q3: 4,293 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 4,652 shares 4,652 $2.78M 0.48% 0 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: 7,968 shares; 2024Q4: 7,968 shares; 2025Q1: 7,968 shares; 2025Q2: 8,185 shares; 2025Q3: 8,401 shares; 2025Q4: 8,442 shares; 2026Q1: 8,584 shares; 2026Q2: 8,584 shares 8,584 $2.47M 0.42% 0 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: 5,521 shares; 2024Q4: 5,521 shares; 2025Q1: 5,521 shares; 2025Q2: 5,521 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares; 2026Q1: 5,521 shares; 2026Q2: 5,521 shares 5,521 $2.41M 0.42% 0 Timeline SPYV 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: 61,642 shares; 2024Q4: 66,069 shares; 2025Q1: 49,491 shares; 2025Q2: 44,295 shares; 2025Q3: 43,333 shares; 2025Q4: 42,796 shares; 2026Q1: 42,034 shares; 2026Q2: 42,343 shares 42,343 $2.4M 0.41% +309 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: 6,589 shares; 2024Q4: 6,020 shares; 2025Q1: 5,883 shares; 2025Q2: 6,018 shares; 2025Q3: 6,164 shares; 2025Q4: 6,448 shares; 2026Q1: 6,336 shares; 2026Q2: 6,336 shares 6,336 $2.35M 0.4% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,607 shares; 2024Q4: 25,176 shares; 2025Q1: 25,176 shares; 2025Q2: 24,481 shares; 2025Q3: 24,771 shares; 2025Q4: 25,012 shares; 2026Q1: 23,684 shares; 2026Q2: 23,684 shares 23,684 $2.3M 0.4% 0 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: 6,283 shares; 2024Q4: 6,327 shares; 2025Q1: 6,283 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares; 2025Q4: 7,032 shares; 2026Q1: 7,032 shares; 2026Q2: 7,032 shares 7,032 $2.26M 0.39% 0 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: 10,463 shares; 2024Q4: 10,463 shares; 2025Q1: 10,463 shares; 2025Q2: 10,441 shares; 2025Q3: 10,799 shares; 2025Q4: 9,879 shares; 2026Q1: 9,879 shares; 2026Q2: 9,879 shares 9,879 $2.09M 0.36% 0 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: 6,934 shares; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,820 shares; 2025Q4: 6,828 shares; 2026Q1: 6,828 shares; 2026Q2: 6,828 shares 6,828 $1.96M 0.34% 0 Timeline POCT 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: 41,308 shares; 2024Q4: 41,308 shares; 2025Q1: 41,308 shares; 2025Q2: 39,920 shares; 2025Q3: 37,599 shares; 2025Q4: 35,850 shares; 2026Q1: 45,195 shares; 2026Q2: 45,195 shares 45,195 $1.95M 0.34% 0 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: 14,050 shares; 2024Q4: 56,200 shares; 2025Q1: 57,436 shares; 2025Q2: 56,200 shares; 2025Q3: 56,200 shares; 2025Q4: 61,608 shares; 2026Q1: 62,838 shares; 2026Q2: 62,838 shares 62,838 $1.83M 0.32% 0 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: 19,361 shares; 2024Q4: 19,106 shares; 2025Q1: 18,190 shares; 2025Q2: 17,986 shares; 2025Q3: 18,492 shares; 2025Q4: 17,385 shares; 2026Q1: 16,469 shares; 2026Q2: 8,469 shares 8,469 $1.76M 0.3% -8,000 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: 2,243 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,220 shares; 2025Q3: 2,232 shares; 2025Q4: 1,643 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884 $1.73M 0.3% 0 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: 8,408 shares; 2024Q4: 8,911 shares; 2025Q1: 9,052 shares; 2025Q2: 9,224 shares; 2025Q3: 9,508 shares; 2025Q4: 9,871 shares; 2026Q1: 9,871 shares; 2026Q2: 9,871 shares 9,871 $1.72M 0.3% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,476 shares; 2024Q4: 4,758 shares; 2025Q1: 4,815 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,181 shares; 2026Q1: 4,181 shares; 2026Q2: 4,181 shares 4,181 $1.6M 0.28% 0 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: 5,014 shares; 2024Q4: 4,920 shares; 2025Q1: 4,920 shares; 2025Q2: 4,758 shares; 2025Q3: 4,402 shares; 2025Q4: 3,715 shares; 2026Q1: 3,698 shares; 2026Q2: 3,698 shares 3,698 $1.59M 0.27% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,433 shares; 2025Q3: 13,930 shares; 2025Q4: 16,650 shares; 2026Q1: 20,926 shares; 2026Q2: 20,926 shares 20,926 $1.57M 0.27% 0 Timeline PNOV 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: 40,218 shares; 2024Q4: 40,218 shares; 2025Q1: 39,639 shares; 2025Q2: 39,639 shares; 2025Q3: 39,639 shares; 2025Q4: 39,639 shares; 2026Q1: 39,639 shares; 2026Q2: 38,000 shares 38,000 $1.55M 0.27% -1,639 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,031 shares; 2024Q4: 10,921 shares; 2025Q1: 10,921 shares; 2025Q2: 10,382 shares; 2025Q3: 10,382 shares; 2025Q4: 22,042 shares; 2026Q1: 25,251 shares; 2026Q2: 25,251 shares 25,251 $1.55M 0.27% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,908 shares; 2026Q1: 28,371 shares; 2026Q2: 28,371 shares 28,371 $1.53M 0.26% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,070 shares; 2024Q4: 17,780 shares; 2025Q1: 17,780 shares; 2025Q2: 17,115 shares; 2025Q3: 18,259 shares; 2025Q4: 22,761 shares; 2026Q1: 22,207 shares; 2026Q2: 22,207 shares 22,207 $1.26M 0.22% 0 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: 4,403 shares; 2024Q4: 4,194 shares; 2025Q1: 4,194 shares; 2025Q2: 4,099 shares; 2025Q3: 4,131 shares; 2025Q4: 3,984 shares; 2026Q1: 4,083 shares; 2026Q2: 4,083 shares 4,083 $1.2M 0.21% 0 Timeline PDEC 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: 37,382 shares; 2024Q4: 36,060 shares; 2025Q1: 38,677 shares; 2025Q2: 38,677 shares; 2025Q3: 38,677 shares; 2025Q4: 29,708 shares; 2026Q1: 29,708 shares; 2026Q2: 28,059 shares 28,059 $1.19M 0.21% -1,649 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,758 shares; 2025Q3: 5,758 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,730 shares 5,730 $1.12M 0.19% 0 Timeline PHO 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: 17,034 shares; 2024Q4: 17,034 shares; 2025Q1: 17,034 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares; 2025Q4: 16,193 shares; 2026Q1: 16,193 shares; 2026Q2: 16,193 shares 16,193 $1.08M 0.19% 0 Timeline XME 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: 10,349 shares; 2024Q4: 10,349 shares; 2025Q1: 10,349 shares; 2025Q2: 10,349 shares; 2025Q3: 10,349 shares; 2025Q4: 8,858 shares; 2026Q1: 9,363 shares; 2026Q2: 9,363 shares 9,363 $1.01M 0.17% 0 Timeline CWI 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: 29,457 shares; 2025Q3: 28,829 shares; 2025Q4: 28,103 shares; 2026Q1: 29,123 shares; 2026Q2: 26,562 shares 26,562 $972K 0.17% -2,561 Timeline EFIV 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: 13,636 shares; 2024Q4: 13,597 shares; 2025Q1: 13,597 shares; 2025Q2: 14,609 shares; 2025Q3: 13,842 shares; 2025Q4: 15,284 shares; 2026Q1: 15,138 shares; 2026Q2: 15,138 shares 15,138 $955K 0.16% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,797 shares; 2024Q4: 7,660 shares; 2025Q1: 7,460 shares; 2025Q2: 7,460 shares; 2025Q3: 7,460 shares; 2025Q4: 7,460 shares; 2026Q1: 7,460 shares; 2026Q2: 7,460 shares 7,460 $931K 0.16% 0 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: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,222 shares; 2025Q4: 4,472 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares 4,175 $892K 0.15% 0 Timeline PJAN 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: 19,039 shares; 2024Q4: 19,039 shares; 2025Q1: 21,400 shares; 2025Q2: 21,486 shares; 2025Q3: 21,486 shares; 2025Q4: 21,400 shares; 2026Q1: 19,175 shares; 2026Q2: 19,175 shares 19,175 $885K 0.15% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,870 shares; 2026Q1: 2,870 shares; 2026Q2: 2,870 shares 2,870 $847K 0.15% 0 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: 10,567 shares; 2024Q4: 10,567 shares; 2025Q1: 10,567 shares; 2025Q2: 10,635 shares; 2025Q3: 10,635 shares; 2025Q4: 10,635 shares; 2026Q1: 10,661 shares; 2026Q2: 10,661 shares 10,661 $811K 0.14% 0 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: 4,280 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,830 shares; 2025Q3: 3,740 shares; 2025Q4: 3,312 shares; 2026Q1: 3,285 shares; 2026Q2: 3,073 shares 3,073 $751K 0.13% -212 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: 9,215 shares; 2024Q4: 8,827 shares; 2025Q1: 8,827 shares; 2025Q2: 8,827 shares; 2025Q3: 6,827 shares; 2025Q4: 6,047 shares; 2026Q1: 5,920 shares; 2026Q2: 6,163 shares 6,163 $741K 0.13% +243 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: 11,138 shares; 2024Q4: 26,700 shares; 2025Q1: 26,700 shares; 2025Q2: 28,455 shares; 2025Q3: 28,455 shares; 2025Q4: 28,455 shares; 2026Q1: 28,455 shares; 2026Q2: 28,455 shares 28,455 $730K 0.13% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 3,985 shares; 2025Q3: 3,985 shares; 2025Q4: 3,985 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $717K 0.12% 0 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: 16,253 shares; 2024Q4: 16,394 shares; 2025Q1: 16,394 shares; 2025Q2: 15,448 shares; 2025Q3: 15,448 shares; 2025Q4: 15,341 shares; 2026Q1: 14,349 shares; 2026Q2: 14,349 shares 14,349 $709K 0.12% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: 2,409 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $658K 0.11% 0 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: 5,636 shares; 2024Q4: 5,636 shares; 2025Q1: 5,636 shares; 2025Q2: 5,868 shares; 2025Q3: 4,918 shares; 2025Q4: 4,846 shares; 2026Q1: 4,929 shares; 2026Q2: 4,519 shares 4,519 $653K 0.11% -410 Timeline BJUN 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: 15,080 shares; 2024Q4: 15,080 shares; 2025Q1: 15,080 shares; 2025Q2: 15,080 shares; 2025Q3: 14,103 shares; 2025Q4: 14,103 shares; 2026Q1: 14,103 shares; 2026Q2: 14,103 shares 14,103 $652K 0.11% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 1,499 shares; 2025Q1: 1,484 shares; 2025Q2: 1,454 shares; 2025Q3: 1,414 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $633K 0.11% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 7,179 shares; 2026Q2: 7,179 shares 7,179 $633K 0.11% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares; 2025Q4: 8,344 shares; 2026Q1: 8,344 shares; 2026Q2: 8,344 shares 8,344 $631K 0.11% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,523 shares; 2025Q3: 14,079 shares; 2025Q4: 23,997 shares; 2026Q1: 24,467 shares; 2026Q2: 24,467 shares 24,467 $627K 0.11% 0 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: 3,786 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 3,133 shares; 2026Q1: 2,964 shares; 2026Q2: 3,660 shares 3,660 $621K 0.11% +696 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,286 shares; 2026Q1: 2,612 shares; 2026Q2: 2,612 shares 2,612 $621K 0.11% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,014 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $620K 0.11% 0 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: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 2,391 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,569 shares; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $612K 0.11% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 5,417 shares; 2025Q2: 5,417 shares; 2025Q3: 5,417 shares; 2025Q4: 4,725 shares; 2026Q1: 4,725 shares; 2026Q2: 4,725 shares 4,725 $605K 0.1% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,144 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,361 shares; 2025Q4: 2,343 shares; 2026Q1: 2,343 shares; 2026Q2: 2,343 shares 2,343 $603K 0.1% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,621 shares; 2024Q4: 8,379 shares; 2025Q1: 6,612 shares; 2025Q2: 6,196 shares; 2025Q3: 6,196 shares; 2025Q4: 5,420 shares; 2026Q1: 5,071 shares; 2026Q2: 5,071 shares 5,071 $601K 0.1% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,957 shares; 2024Q4: 16,360 shares; 2025Q1: 17,067 shares; 2025Q2: 14,429 shares; 2025Q3: 13,635 shares; 2025Q4: 11,942 shares; 2026Q1: 11,934 shares; 2026Q2: 11,934 shares 11,934 $567K 0.1% 0 Timeline EDIV 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: 10,164 shares; 2024Q4: 12,282 shares; 2025Q1: 10,979 shares; 2025Q2: 14,169 shares; 2025Q3: 14,169 shares; 2025Q4: 14,169 shares; 2026Q1: 14,169 shares; 2026Q2: 14,169 shares 14,169 $559K 0.1% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,281 shares; 2024Q4: 6,438 shares; 2025Q1: 8,498 shares; 2025Q2: 8,534 shares; 2025Q3: 9,039 shares; 2025Q4: 7,999 shares; 2026Q1: 6,752 shares; 2026Q2: 6,752 shares 6,752 $558K 0.1% 0 Timeline PJUL 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: 10,869 shares; 2024Q4: 10,869 shares; 2025Q1: 10,869 shares; 2025Q2: 12,013 shares; 2025Q3: 12,013 shares; 2025Q4: 12,013 shares; 2026Q1: 12,013 shares; 2026Q2: 12,013 shares 12,013 $552K 0.1% 0 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: 17,475 shares; 2024Q4: 15,863 shares; 2025Q1: 16,507 shares; 2025Q2: 13,759 shares; 2025Q3: 13,759 shares; 2025Q4: 12,211 shares; 2026Q1: 11,639 shares; 2026Q2: 11,639 shares 11,639 $546K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,329 shares; 2024Q4: 10,105 shares; 2025Q1: 6,551 shares; 2025Q2: 5,329 shares; 2025Q3: 5,605 shares; 2025Q4: 8,436 shares; 2026Q1: 8,436 shares; 2026Q2: 8,436 shares 8,436 $541K 0.09% 0 Timeline PAPR 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: 13,545 shares; 2024Q4: 13,545 shares; 2025Q1: 13,545 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares; 2026Q1: 13,545 shares; 2026Q2: 13,545 shares 13,545 $539K 0.09% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 5,757 shares; 2025Q1: 5,757 shares; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares; 2026Q2: 4,392 shares 4,392 $532K 0.09% 0 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: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,616 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 1,713 shares 1,713 $530K 0.09% 0 Timeline EFAX 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: 8,619 shares; 2024Q4: 9,043 shares; 2025Q1: 10,228 shares; 2025Q2: 10,263 shares; 2025Q3: 10,777 shares; 2025Q4: 10,525 shares; 2026Q1: 10,525 shares; 2026Q2: 10,525 shares 10,525 $524K 0.09% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP 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: 37,097 shares; 2025Q4: 37,097 shares; 2026Q1: 42,438 shares; 2026Q2: 42,438 shares 42,438 $521K 0.09% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 3,444 shares; 2025Q3: 3,444 shares; 2025Q4: 3,444 shares; 2026Q1: 3,518 shares; 2026Q2: 3,518 shares 3,518 $521K 0.09% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,290 shares; 2024Q4: 5,956 shares; 2025Q1: 6,390 shares; 2025Q2: 6,390 shares; 2025Q3: 6,390 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares 6,600 $519K 0.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,489 shares; 2025Q4: 1,475 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $511K 0.09% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,875 shares; 2024Q4: 4,964 shares; 2025Q1: 4,548 shares; 2025Q2: 4,548 shares; 2025Q3: 4,548 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares; 2026Q2: 3,478 shares 3,478 $507K 0.09% 0 Timeline ZAUG 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: 18,821 shares; 2025Q4: 18,821 shares; 2026Q1: 18,821 shares; 2026Q2: 18,821 shares 18,821 $501K 0.09% 0 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: 6,059 shares; 2024Q4: 9,686 shares; 2025Q1: 10,184 shares; 2025Q2: 9,265 shares; 2025Q3: 9,265 shares; 2025Q4: 10,062 shares; 2026Q1: 10,062 shares; 2026Q2: 10,062 shares 10,062 $497K 0.09% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,723 shares; 2026Q2: 10,723 shares 10,723 $489K 0.08% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,502 shares; 2024Q4: 6,502 shares; 2025Q1: 6,502 shares; 2025Q2: 6,502 shares; 2025Q3: 6,502 shares; 2025Q4: 6,502 shares; 2026Q1: 6,502 shares; 2026Q2: 6,502 shares 6,502 $467K 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: 1,487 shares; 2025Q1: 1,454 shares; 2025Q2: 1,439 shares; 2025Q3: 1,439 shares; 2025Q4: 862 shares; 2026Q1: 1,050 shares; 2026Q2: 1,500 shares 1,500 $466K 0.08% +450 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,302 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,317 shares; 2025Q4: 3,437 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $465K 0.08% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,691 shares; 2024Q4: 13,691 shares; 2025Q1: 13,691 shares; 2025Q2: 13,691 shares; 2025Q3: 13,691 shares; 2025Q4: 13,691 shares; 2026Q1: 13,691 shares; 2026Q2: 13,691 shares 13,691 $465K 0.08% 0 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: 3,726 shares; 2025Q4: 3,726 shares; 2026Q1: 4,735 shares; 2026Q2: 4,735 shares 4,735 $435K 0.07% 0 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,485 shares; 2026Q1: 1,468 shares; 2026Q2: 1,229 shares 1,229 $432K 0.07% -239 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,865 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $415K 0.07% 0 Timeline PAUG 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: 9,432 shares; 2024Q4: 9,432 shares; 2025Q1: 9,432 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares; 2026Q1: 9,432 shares; 2026Q2: 9,432 shares 9,432 $403K 0.07% 0 Timeline PSEP 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: 8,825 shares; 2024Q4: 8,825 shares; 2025Q1: 8,825 shares; 2025Q2: 8,825 shares; 2025Q3: 9,154 shares; 2025Q4: 9,154 shares; 2026Q1: 9,154 shares; 2026Q2: 9,154 shares 9,154 $394K 0.07% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 405 shares; 2025Q4: 378 shares; 2026Q1: 388 shares; 2026Q2: 388 shares 388 $387K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,094 shares; 2026Q2: 5,094 shares 5,094 $375K 0.06% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,347 shares; 2024Q4: 12,347 shares; 2025Q1: 12,347 shares; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 9,410 shares; 2026Q1: 9,410 shares; 2026Q2: 9,410 shares 9,410 $366K 0.06% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,957 shares; 2024Q4: 2,983 shares; 2025Q1: 3,028 shares; 2025Q2: 2,365 shares; 2025Q3: 2,401 shares; 2025Q4: 2,435 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $361K 0.06% 0 Timeline BJAN 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: 6,757 shares; 2024Q4: 6,757 shares; 2025Q1: 6,757 shares; 2025Q2: 6,757 shares; 2025Q3: 6,757 shares; 2025Q4: 6,757 shares; 2026Q1: 6,757 shares; 2026Q2: 6,757 shares 6,757 $360K 0.06% 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: 3,673 shares; 2024Q4: 3,673 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,673 shares; 2026Q2: 3,673 shares 3,673 $355K 0.06% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 6,490 shares; 2025Q1: 6,934 shares; 2025Q2: 6,948 shares; 2025Q3: 6,948 shares; 2025Q4: 7,628 shares; 2026Q1: 7,628 shares; 2026Q2: 7,628 shares 7,628 $347K 0.06% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,350 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $342K 0.06% 0 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 1,046 shares; 2025Q4: 1,112 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $342K 0.06% 0 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: 1,313 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $341K 0.06% 0 Timeline EQAL 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: 6,172 shares; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 6,172 shares; 2026Q1: 6,172 shares; 2026Q2: 6,172 shares 6,172 $340K 0.06% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares; 2026Q2: 3,649 shares 3,649 $339K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709 shares; 2024Q4: 1,790 shares; 2025Q1: 1,772 shares; 2025Q2: 1,709 shares; 2025Q3: 1,758 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares; 2026Q2: 1,758 shares 1,758 $333K 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: 2,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,680 shares 2,680 $333K 0.06% +450 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,843 shares; 2024Q4: 11,843 shares; 2025Q1: 11,843 shares; 2025Q2: 11,843 shares; 2025Q3: 11,843 shares; 2025Q4: 11,843 shares; 2026Q1: 11,843 shares; 2026Q2: 11,843 shares 11,843 $331K 0.06% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $331K 0.06% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,469 shares; 2024Q4: not reported; 2025Q1: 4,634 shares; 2025Q2: 4,735 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares; 2026Q1: 6,632 shares; 2026Q2: 6,632 shares 6,632 $330K 0.06% 0 Timeline SPTS 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: 21,003 shares; 2025Q3: 20,308 shares; 2025Q4: 11,109 shares; 2026Q1: 11,180 shares; 2026Q2: 11,180 shares 11,180 $326K 0.06% 0 Timeline PMAY 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: 7,838 shares; 2024Q4: 7,838 shares; 2025Q1: 7,838 shares; 2025Q2: 7,838 shares; 2025Q3: 7,838 shares; 2025Q4: 7,838 shares; 2026Q1: 7,838 shares; 2026Q2: 7,838 shares 7,838 $313K 0.05% 0 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: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $311K 0.05% 0 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: 4,386 shares; 2024Q4: 4,386 shares; 2025Q1: 4,386 shares; 2025Q2: 4,386 shares; 2025Q3: 4,386 shares; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares; 2026Q2: 2,101 shares 2,101 $309K 0.05% -2,250 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $307K 0.05% 0 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 897 shares; 2025Q4: 908 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $295K 0.05% 0 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: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 1,148 shares; 2025Q2: 1,189 shares; 2025Q3: 1,189 shares; 2025Q4: 1,189 shares; 2026Q1: 1,334 shares; 2026Q2: 1,334 shares 1,334 $290K 0.05% 0 Timeline BNOV 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: 6,459 shares; 2024Q4: 6,459 shares; 2025Q1: 6,459 shares; 2025Q2: 6,459 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares; 2026Q1: 6,459 shares; 2026Q2: 6,459 shares 6,459 $278K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 914 shares; 2025Q2: 665 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $278K 0.05% 0 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: 13,448 shares; 2024Q4: 6,150 shares; 2025Q1: 4,662 shares; 2025Q2: 3,679 shares; 2025Q3: 3,523 shares; 2025Q4: 2,909 shares; 2026Q1: 2,909 shares; 2026Q2: 2,909 shares 2,909 $278K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,508 shares; 2026Q1: 1,426 shares; 2026Q2: 1,426 shares 1,426 $275K 0.05% 0 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: 4,598 shares; 2024Q4: 9,196 shares; 2025Q1: 9,196 shares; 2025Q2: 9,380 shares; 2025Q3: 9,380 shares; 2025Q4: 9,380 shares; 2026Q1: 9,380 shares; 2026Q2: 9,380 shares 9,380 $273K 0.05% 0 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 3,599 shares; 2026Q1: 3,599 shares; 2026Q2: 3,599 shares 3,599 $267K 0.05% 0 Timeline BJUL 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: 5,368 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 5,368 shares; 2025Q3: 5,368 shares; 2025Q4: 5,368 shares; 2026Q1: 5,368 shares; 2026Q2: 5,368 shares 5,368 $267K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,423 shares; 2025Q3: 1,464 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $266K 0.05% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,457 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares 1,597 $264K 0.05% 0 Timeline XTN 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: 2,777 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,777 shares; 2026Q1: 2,777 shares; 2026Q2: 2,777 shares 2,777 $258K 0.04% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,919 shares; 2025Q2: 4,389 shares; 2025Q3: 5,132 shares; 2025Q4: 5,341 shares; 2026Q1: 4,296 shares; 2026Q2: 4,296 shares 4,296 $254K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,844 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $253K 0.04% 0 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares; 2026Q2: 5,446 shares 5,446 $251K 0.04% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,933 shares; 2024Q4: 15,933 shares; 2025Q1: 14,748 shares; 2025Q2: 10,842 shares; 2025Q3: 10,842 shares; 2025Q4: 10,842 shares; 2026Q1: 10,842 shares; 2026Q2: 10,842 shares 10,842 $251K 0.04% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $251K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $246K 0.04% 0 Timeline SUSB 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: 9,780 shares; 2025Q4: 9,787 shares; 2026Q1: 9,787 shares; 2026Q2: 9,787 shares 9,787 $245K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,992 shares; 2026Q2: 7,992 shares 7,992 $245K 0.04% 0 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,859 shares; 2025Q1: 1,859 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares 1,704 $242K 0.04% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,313 shares; 2026Q2: 1,313 shares 1,313 $242K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,466 shares; 2026Q2: 3,466 shares 3,466 $242K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $238K 0.04% 0 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: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 855 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $230K 0.04% 0 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: not reported; 2024Q4: 5,925 shares; 2025Q1: 6,111 shares; 2025Q2: 4,861 shares; 2025Q3: 4,181 shares; 2025Q4: 4,181 shares; 2026Q1: 4,181 shares; 2026Q2: 4,181 shares 4,181 $226K 0.04% 0 Timeline MDYG 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: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $225K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 237 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 2,290 shares 2,290 $220K 0.04% 0 Timeline GAMR 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: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 2,895 shares; 2026Q2: 2,895 shares 2,895 $217K 0.04% 0 Timeline PBW 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: 10,597 shares; 2024Q4: 10,526 shares; 2025Q1: 10,526 shares; 2025Q2: not reported; 2025Q3: 7,049 shares; 2025Q4: 6,837 shares; 2026Q1: 6,837 shares; 2026Q2: 6,837 shares 6,837 $216K 0.04% 0 Timeline FELC 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: 5,926 shares; 2025Q3: 5,926 shares; 2025Q4: 5,926 shares; 2026Q1: 5,926 shares; 2026Q2: 5,926 shares 5,926 $215K 0.04% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 1,880 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $212K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 705 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $210K 0.04% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 3,705 shares 3,705 $210K 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $206K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,460 shares; 2026Q2: 4,460 shares 4,460 $204K 0.04% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $203K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975 $203K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: not reported; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $202K 0.03% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 748 shares; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $201K 0.03% 0 Timeline IBB 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: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 1,186 shares 1,186 $200K 0.03% 0 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,900 shares; 2024Q4: 72,900 shares; 2025Q1: 72,900 shares; 2025Q2: 53,300 shares; 2025Q3: 53,300 shares; 2025Q4: 53,300 shares; 2026Q1: 53,300 shares; 2026Q2: 53,300 shares 53,300 $182K 0.03% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,482 shares; 2024Q4: 17,482 shares; 2025Q1: 17,482 shares; 2025Q2: 17,482 shares; 2025Q3: 17,482 shares; 2025Q4: 17,482 shares; 2026Q1: 17,482 shares; 2026Q2: 17,482 shares 17,482 $79.2K 0.01% 0 Timeline