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: 75,159 shares; 2024Q4: 76,440 shares; 2025Q1: 77,431 shares; 2025Q2: 80,943 shares; 2025Q3: 82,327 shares; 2025Q4: 81,725 shares; 2026Q1: 81,617 shares; 2026Q2: 82,649 shares 82,649 $56.8M 13.9% +1,032 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316,654 shares; 2025Q4: 336,725 shares; 2026Q1: 379,170 shares; 2026Q2: 428,286 shares 428,286 $25.8M 6.32% +49,116 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: 130,158 shares; 2024Q4: 140,466 shares; 2025Q1: 143,111 shares; 2025Q2: 152,287 shares; 2025Q3: 161,410 shares; 2025Q4: 183,995 shares; 2026Q1: 192,017 shares; 2026Q2: 190,829 shares 190,829 $22.7M 5.56% -1,188 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,992 shares; 2024Q4: 256,076 shares; 2025Q1: 248,475 shares; 2025Q2: 256,739 shares; 2025Q3: 269,918 shares; 2025Q4: 262,625 shares; 2026Q1: 237,885 shares; 2026Q2: 242,848 shares 242,848 $18.4M 4.51% +4,963 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 256,547 shares; 2025Q1: 248,579 shares; 2025Q2: 264,347 shares; 2025Q3: 276,368 shares; 2025Q4: 271,277 shares; 2026Q1: 291,422 shares; 2026Q2: 323,263 shares 323,263 $15.2M 3.71% +31,841 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: 157,911 shares; 2024Q4: 176,048 shares; 2025Q1: 196,652 shares; 2025Q2: 212,800 shares; 2025Q3: 225,258 shares; 2025Q4: 255,153 shares; 2026Q1: 254,617 shares; 2026Q2: 324,065 shares 324,065 $14.7M 3.61% +69,448 Timeline FDVV 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: not reported; 2025Q4: 207,138 shares; 2026Q1: 224,650 shares; 2026Q2: 235,327 shares 235,327 $14.2M 3.47% +10,677 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: 19,822 shares; 2024Q4: 21,894 shares; 2025Q1: 27,276 shares; 2025Q2: 31,847 shares; 2025Q3: 36,717 shares; 2025Q4: 43,343 shares; 2026Q1: 44,281 shares; 2026Q2: 43,690 shares 43,690 $13.2M 3.24% -591 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: 235,115 shares; 2024Q4: 248,038 shares; 2025Q1: 249,478 shares; 2025Q2: 264,139 shares; 2025Q3: 280,323 shares; 2025Q4: 226,439 shares; 2026Q1: 181,449 shares; 2026Q2: 195,739 shares 195,739 $11.1M 2.71% +14,290 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,451 shares; 2026Q1: 46,955 shares; 2026Q2: 54,569 shares 54,569 $9.66M 2.36% +7,614 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,405 shares; 2025Q1: 90,867 shares; 2025Q2: 94,159 shares; 2025Q3: 97,064 shares; 2025Q4: 97,199 shares; 2026Q1: 97,272 shares; 2026Q2: 99,664 shares 99,664 $8.63M 2.11% +2,392 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: 881 shares; 2024Q4: 41,165 shares; 2025Q1: 39,779 shares; 2025Q2: 41,038 shares; 2025Q3: 37,664 shares; 2025Q4: 36,498 shares; 2026Q1: 125,730 shares; 2026Q2: 106,801 shares 106,801 $8.6M 2.11% -18,929 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: 52,839 shares; 2024Q4: 55,651 shares; 2025Q1: 53,182 shares; 2025Q2: 55,244 shares; 2025Q3: 52,021 shares; 2025Q4: 46,867 shares; 2026Q1: 46,394 shares; 2026Q2: 46,082 shares 46,082 $7.28M 1.78% -312 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,084 shares; 2024Q4: 34,908 shares; 2025Q1: 37,840 shares; 2025Q2: 43,425 shares; 2025Q3: 51,345 shares; 2025Q4: 87,696 shares; 2026Q1: 92,840 shares; 2026Q2: 80,833 shares 80,833 $7.26M 1.78% -12,007 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: 21,299 shares; 2024Q4: 21,394 shares; 2025Q1: 22,350 shares; 2025Q2: 28,919 shares; 2025Q3: 29,816 shares; 2025Q4: 31,634 shares; 2026Q1: 32,420 shares; 2026Q2: 34,793 shares 34,793 $6.54M 1.6% +2,373 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,439 shares; 2024Q4: 238,748 shares; 2025Q1: 226,889 shares; 2025Q2: 233,617 shares; 2025Q3: 240,761 shares; 2025Q4: 241,051 shares; 2026Q1: 241,314 shares; 2026Q2: 246,958 shares 246,958 $6.32M 1.55% +5,644 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,311 shares; 2024Q4: 13,627 shares; 2025Q1: 13,485 shares; 2025Q2: 15,160 shares; 2025Q3: 16,243 shares; 2025Q4: 16,422 shares; 2026Q1: 19,535 shares; 2026Q2: 21,154 shares 21,154 $6.12M 1.5% +1,619 Timeline MLPX 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: 27,404 shares; 2025Q2: 31,304 shares; 2025Q3: 32,914 shares; 2025Q4: 33,346 shares; 2026Q1: 71,282 shares; 2026Q2: 72,498 shares 72,498 $5.34M 1.31% +1,216 Timeline ADIV GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON 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: 165,713 shares; 2025Q4: 165,123 shares; 2026Q1: 284,533 shares; 2026Q2: 283,292 shares 283,292 $5.27M 1.29% -1,241 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: 16,776 shares; 2024Q4: 16,221 shares; 2025Q1: 17,016 shares; 2025Q2: 17,409 shares; 2025Q3: 18,690 shares; 2025Q4: 19,093 shares; 2026Q1: 25,166 shares; 2026Q2: 26,256 shares 26,256 $5.25M 1.29% +1,090 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 47,119 shares; 2026Q1: 71,085 shares; 2026Q2: 98,438 shares 98,438 $4.98M 1.22% +27,353 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,959 shares; 2024Q4: 118,778 shares; 2025Q1: 120,645 shares; 2025Q2: 127,848 shares; 2025Q3: 100,960 shares; 2025Q4: 58,688 shares; 2026Q1: 56,765 shares; 2026Q2: 59,004 shares 59,004 $4.9M 1.2% +2,239 Timeline DFAT 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: 49,874 shares; 2024Q4: 56,288 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,335 shares; 2026Q1: 62,624 shares; 2026Q2: 68,695 shares 68,695 $4.8M 1.18% +6,071 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: 69,164 shares; 2024Q4: 80,098 shares; 2025Q1: 86,483 shares; 2025Q2: 94,814 shares; 2025Q3: 98,272 shares; 2025Q4: 104,541 shares; 2026Q1: 106,667 shares; 2026Q2: 112,714 shares 112,714 $4.72M 1.16% +6,047 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: 6,312 shares; 2024Q4: 6,374 shares; 2025Q1: 6,334 shares; 2025Q2: 6,403 shares; 2025Q3: 6,874 shares; 2025Q4: 9,495 shares; 2026Q1: 11,096 shares; 2026Q2: 11,745 shares 11,745 $4.38M 1.07% +649 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,963 shares; 2025Q2: 22,694 shares; 2025Q3: 23,850 shares; 2025Q4: 29,322 shares; 2026Q1: 30,758 shares; 2026Q2: 31,643 shares 31,643 $4.22M 1.03% +885 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: 46,732 shares; 2024Q4: 52,492 shares; 2025Q1: 53,219 shares; 2025Q2: 54,313 shares; 2025Q3: 57,639 shares; 2025Q4: 14,882 shares; 2026Q1: 15,900 shares; 2026Q2: 16,852 shares 16,852 $3.99M 0.98% +952 Timeline SCHH 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: 162,918 shares; 2024Q4: 168,478 shares; 2025Q1: 162,314 shares; 2025Q2: 172,208 shares; 2025Q3: 134,579 shares; 2025Q4: 145,466 shares; 2026Q1: 155,704 shares; 2026Q2: 164,400 shares 164,400 $3.89M 0.95% +8,696 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: 8,936 shares; 2024Q4: 9,692 shares; 2025Q1: 10,338 shares; 2025Q2: 12,568 shares; 2025Q3: 13,729 shares; 2025Q4: 13,401 shares; 2026Q1: 15,175 shares; 2026Q2: 15,541 shares 15,541 $3.7M 0.91% +366 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: 17,471 shares; 2024Q4: 19,109 shares; 2025Q1: 18,782 shares; 2025Q2: 20,645 shares; 2025Q3: 23,787 shares; 2025Q4: 29,668 shares; 2026Q1: 35,814 shares; 2026Q2: 42,303 shares 42,303 $3.47M 0.85% +6,489 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: 3,193 shares; 2024Q4: 3,110 shares; 2025Q1: 3,145 shares; 2025Q2: 3,247 shares; 2025Q3: 3,346 shares; 2025Q4: 3,226 shares; 2026Q1: 3,219 shares; 2026Q2: 3,195 shares 3,195 $3.4M 0.83% -24 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,749 shares; 2026Q1: 51,457 shares; 2026Q2: 53,492 shares 53,492 $3.29M 0.8% +2,035 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: 32,436 shares; 2024Q4: 36,344 shares; 2025Q1: 36,875 shares; 2025Q2: 40,902 shares; 2025Q3: 43,038 shares; 2025Q4: 48,893 shares; 2026Q1: 51,275 shares; 2026Q2: 53,086 shares 53,086 $3.17M 0.78% +1,811 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: 6,477 shares; 2024Q4: 5,946 shares; 2025Q1: 5,893 shares; 2025Q2: 5,970 shares; 2025Q3: 5,419 shares; 2025Q4: 5,649 shares; 2026Q1: 7,542 shares; 2026Q2: 7,936 shares 7,936 $2.84M 0.69% +394 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,874 shares; 2024Q4: 9,158 shares; 2025Q1: 9,084 shares; 2025Q2: 9,145 shares; 2025Q3: 9,447 shares; 2025Q4: 11,151 shares; 2026Q1: 9,861 shares; 2026Q2: 9,706 shares 9,706 $2.57M 0.63% -155 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: not reported; 2024Q4: not reported; 2025Q1: 5,065 shares; 2025Q2: 5,578 shares; 2025Q3: 6,105 shares; 2025Q4: 9,072 shares; 2026Q1: 7,486 shares; 2026Q2: 8,420 shares 8,420 $2.52M 0.62% +934 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: 621 shares; 2024Q4: 589 shares; 2025Q1: 532 shares; 2025Q2: 568 shares; 2025Q3: 403 shares; 2025Q4: 401 shares; 2026Q1: 1,510 shares; 2026Q2: 2,013 shares 2,013 $2.41M 0.59% +503 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,908 shares; 2024Q4: 5,019 shares; 2025Q1: 5,010 shares; 2025Q2: 5,639 shares; 2025Q3: 6,271 shares; 2025Q4: 7,572 shares; 2026Q1: 9,173 shares; 2026Q2: 10,382 shares 10,382 $2.21M 0.54% +1,209 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: 26,751 shares; 2024Q4: 26,723 shares; 2025Q1: 26,837 shares; 2025Q2: 26,102 shares; 2025Q3: 26,013 shares; 2025Q4: 25,485 shares; 2026Q1: 25,077 shares; 2026Q2: 25,070 shares 25,070 $2.2M 0.54% -7 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: 2,994 shares; 2024Q4: 2,466 shares; 2025Q1: 3,103 shares; 2025Q2: 2,964 shares; 2025Q3: 3,245 shares; 2025Q4: 3,731 shares; 2026Q1: 4,835 shares; 2026Q2: 5,130 shares 5,130 $1.94M 0.47% +295 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: 2,572 shares; 2024Q4: 2,483 shares; 2025Q1: 2,666 shares; 2025Q2: 3,086 shares; 2025Q3: 2,919 shares; 2025Q4: 3,804 shares; 2026Q1: 4,203 shares; 2026Q2: 4,562 shares 4,562 $1.92M 0.47% +359 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,658 shares; 2024Q4: 47,286 shares; 2025Q1: 53,502 shares; 2025Q2: 65,481 shares; 2025Q3: 72,362 shares; 2025Q4: 75,475 shares; 2026Q1: 73,691 shares; 2026Q2: 73,106 shares 73,106 $1.68M 0.41% -585 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: 2,896 shares; 2024Q4: 3,153 shares; 2025Q1: 3,806 shares; 2025Q2: 5,105 shares; 2025Q3: 6,007 shares; 2025Q4: 5,018 shares; 2026Q1: 4,599 shares; 2026Q2: 4,656 shares 4,656 $1.65M 0.4% +57 Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,929 shares; 2025Q3: 9,018 shares; 2025Q4: 9,951 shares; 2026Q1: 9,558 shares; 2026Q2: 9,576 shares 9,576 $1.58M 0.39% +18 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: 565 shares; 2024Q4: 552 shares; 2025Q1: 525 shares; 2025Q2: 469 shares; 2025Q3: 528 shares; 2025Q4: 14,538 shares; 2026Q1: 17,804 shares; 2026Q2: 21,758 shares 21,758 $1.55M 0.38% +3,954 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: 1,865 shares; 2024Q4: 1,778 shares; 2025Q1: 1,802 shares; 2025Q2: 1,877 shares; 2025Q3: 2,727 shares; 2025Q4: 2,949 shares; 2026Q1: 2,469 shares; 2026Q2: 2,723 shares 2,723 $1.53M 0.38% +254 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: 31,377 shares; 2024Q4: 27,678 shares; 2025Q1: 26,888 shares; 2025Q2: 28,374 shares; 2025Q3: 27,584 shares; 2025Q4: 21,711 shares; 2026Q1: 25,109 shares; 2026Q2: 28,645 shares 28,645 $1.53M 0.37% +3,536 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: 6,699 shares; 2024Q4: 7,301 shares; 2025Q1: 7,251 shares; 2025Q2: 8,240 shares; 2025Q3: 9,190 shares; 2025Q4: 11,984 shares; 2026Q1: 14,477 shares; 2026Q2: 17,617 shares 17,617 $1.52M 0.37% +3,140 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,123 shares; 2024Q4: 95,289 shares; 2025Q1: 24,008 shares; 2025Q2: 26,433 shares; 2025Q3: 30,166 shares; 2025Q4: 35,777 shares; 2026Q1: 40,888 shares; 2026Q2: 46,655 shares 46,655 $1.52M 0.37% +5,767 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 4,098 shares; 2025Q1: 4,377 shares; 2025Q2: 5,165 shares; 2025Q3: 11,798 shares; 2025Q4: 11,700 shares; 2026Q1: 10,059 shares; 2026Q2: 9,143 shares 9,143 $1.4M 0.34% -916 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 1,868 shares; 2025Q4: 1,600 shares; 2026Q1: 1,971 shares; 2026Q2: 1,875 shares 1,875 $1.36M 0.33% -96 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,227 shares; 2024Q4: 184,657 shares; 2025Q1: 180,039 shares; 2025Q2: 180,932 shares; 2025Q3: 16,467 shares; 2025Q4: 15,153 shares; 2026Q1: 14,981 shares; 2026Q2: 14,103 shares 14,103 $1.35M 0.33% -878 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,214 shares; 2024Q4: 24,486 shares; 2025Q1: 22,448 shares; 2025Q2: 23,471 shares; 2025Q3: 24,039 shares; 2025Q4: 24,242 shares; 2026Q1: 28,379 shares; 2026Q2: 33,305 shares 33,305 $1.33M 0.33% +4,926 Timeline HYDB 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: 28,334 shares 28,334 $1.33M 0.32% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,860 shares; 2024Q4: 9,200 shares; 2025Q1: 8,986 shares; 2025Q2: 9,635 shares; 2025Q3: 9,734 shares; 2025Q4: 11,140 shares; 2026Q1: 13,355 shares; 2026Q2: 15,065 shares 15,065 $1.29M 0.32% +1,710 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: 2,159 shares; 2024Q4: 2,375 shares; 2025Q1: 2,406 shares; 2025Q2: 2,941 shares; 2025Q3: 3,489 shares; 2025Q4: 3,481 shares; 2026Q1: 3,691 shares; 2026Q2: 3,711 shares 3,711 $1.21M 0.3% +20 Timeline XMMO 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: 7,122 shares 7,122 $1.21M 0.3% new Timeline FCLD 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: 17,634 shares; 2025Q3: 31,456 shares; 2025Q4: 37,286 shares; 2026Q1: 34,655 shares; 2026Q2: 29,900 shares 29,900 $1.16M 0.28% -4,755 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 2,314 shares; 2025Q1: 2,844 shares; 2025Q2: 3,216 shares; 2025Q3: 4,189 shares; 2025Q4: 3,247 shares; 2026Q1: 2,825 shares; 2026Q2: 1,987 shares 1,987 $1.15M 0.28% -838 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: 934 shares; 2024Q4: 1,335 shares; 2025Q1: 1,233 shares; 2025Q2: 1,586 shares; 2025Q3: 1,908 shares; 2025Q4: 1,974 shares; 2026Q1: 2,094 shares; 2026Q2: 2,279 shares 2,279 $1.14M 0.28% +185 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: 5,279 shares; 2024Q4: 5,678 shares; 2025Q1: 6,367 shares; 2025Q2: 7,050 shares; 2025Q3: 7,765 shares; 2025Q4: 9,707 shares; 2026Q1: 11,903 shares; 2026Q2: 13,788 shares 13,788 $1.1M 0.27% +1,885 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: 41,692 shares; 2024Q4: 41,948 shares; 2025Q1: 41,671 shares; 2025Q2: 41,610 shares; 2025Q3: 42,710 shares; 2025Q4: 42,934 shares; 2026Q1: 41,958 shares; 2026Q2: 41,867 shares 41,867 $1.07M 0.26% -91 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 2,156 shares; 2025Q1: 2,144 shares; 2025Q2: 2,380 shares; 2025Q3: 2,608 shares; 2025Q4: 3,112 shares; 2026Q1: 3,779 shares; 2026Q2: 4,386 shares 4,386 $1.07M 0.26% +607 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,656 shares; 2024Q4: 83,039 shares; 2025Q1: 82,993 shares; 2025Q2: 89,724 shares; 2025Q3: 101,664 shares; 2025Q4: 24,543 shares; 2026Q1: 15,790 shares; 2026Q2: 14,894 shares 14,894 $1.02M 0.25% -896 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,986 shares; 2024Q4: 13,656 shares; 2025Q1: 13,626 shares; 2025Q2: 13,681 shares; 2025Q3: 13,529 shares; 2025Q4: 13,119 shares; 2026Q1: 9,192 shares; 2026Q2: 9,178 shares 9,178 $988K 0.24% -14 Timeline JMST 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: 20,946 shares; 2024Q4: 21,014 shares; 2025Q1: 20,967 shares; 2025Q2: 21,213 shares; 2025Q3: 21,323 shares; 2025Q4: 20,867 shares; 2026Q1: 19,325 shares; 2026Q2: 19,325 shares 19,325 $986K 0.24% 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: 2,832 shares; 2024Q4: 4,125 shares; 2025Q1: 4,357 shares; 2025Q2: 5,998 shares; 2025Q3: 7,073 shares; 2025Q4: 6,969 shares; 2026Q1: 6,530 shares; 2026Q2: 7,016 shares 7,016 $959K 0.23% +486 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 864 shares; 2025Q1: 918 shares; 2025Q2: 1,890 shares; 2025Q3: 2,557 shares; 2025Q4: 2,652 shares; 2026Q1: 2,895 shares; 2026Q2: 2,263 shares 2,263 $941K 0.23% -632 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: 18,715 shares; 2024Q4: 19,181 shares; 2025Q1: 19,315 shares; 2025Q2: 18,628 shares; 2025Q3: 18,620 shares; 2025Q4: 18,252 shares; 2026Q1: 18,101 shares; 2026Q2: 18,062 shares 18,062 $910K 0.22% -39 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: 33,062 shares; 2024Q4: 42,255 shares; 2025Q1: 46,928 shares; 2025Q2: 50,092 shares; 2025Q3: 53,630 shares; 2025Q4: 59,542 shares; 2026Q1: 60,843 shares; 2026Q2: 10,465 shares 10,465 $865K 0.21% -50,378 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: 19,391 shares; 2024Q4: 17,272 shares; 2025Q1: 16,839 shares; 2025Q2: 16,916 shares; 2025Q3: 16,760 shares; 2025Q4: 16,581 shares; 2026Q1: 16,529 shares; 2026Q2: 16,459 shares 16,459 $852K 0.21% -70 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 3,217 shares; 2026Q2: 8,384 shares 8,384 $841K 0.21% +5,167 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: 721 shares; 2025Q4: 772 shares; 2026Q1: 2,104 shares; 2026Q2: 2,212 shares 2,212 $827K 0.2% +108 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: 19,431 shares; 2024Q4: 19,208 shares; 2025Q1: 19,172 shares; 2025Q2: 19,338 shares; 2025Q3: 19,272 shares; 2025Q4: 18,304 shares; 2026Q1: 15,965 shares; 2026Q2: 15,965 shares 15,965 $822K 0.2% 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: 4,234 shares; 2024Q4: 4,344 shares; 2025Q1: 4,578 shares; 2025Q2: 5,255 shares; 2025Q3: 5,914 shares; 2025Q4: 6,197 shares; 2026Q1: 6,577 shares; 2026Q2: 6,888 shares 6,888 $780K 0.19% +311 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,303 shares; 2025Q2: 5,133 shares; 2025Q3: 5,536 shares; 2025Q4: 5,012 shares; 2026Q1: 4,681 shares; 2026Q2: 4,553 shares 4,553 $773K 0.19% -128 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: 424 shares; 2024Q4: 430 shares; 2025Q1: 441 shares; 2025Q2: 514 shares; 2025Q3: 614 shares; 2025Q4: 636 shares; 2026Q1: 723 shares; 2026Q2: 814 shares 814 $762K 0.19% +91 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: 2,378 shares; 2024Q4: 2,776 shares; 2025Q1: 2,936 shares; 2025Q2: 3,641 shares; 2025Q3: 4,413 shares; 2025Q4: 4,496 shares; 2026Q1: 4,721 shares; 2026Q2: 4,960 shares 4,960 $727K 0.18% +239 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,316 shares; 2025Q4: 2,311 shares; 2026Q1: 2,350 shares; 2026Q2: 5,841 shares 5,841 $681K 0.17% +3,491 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: 11,080 shares; 2024Q4: 9,484 shares; 2025Q1: 9,512 shares; 2025Q2: 9,320 shares; 2025Q3: 9,057 shares; 2025Q4: 9,054 shares; 2026Q1: 9,377 shares; 2026Q2: 9,399 shares 9,399 $670K 0.16% +22 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: 1,903 shares; 2024Q4: 1,751 shares; 2025Q1: 1,793 shares; 2025Q2: 1,997 shares; 2025Q3: 2,171 shares; 2025Q4: 2,207 shares; 2026Q1: 2,232 shares; 2026Q2: 2,460 shares 2,460 $665K 0.16% +228 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: 633 shares; 2024Q4: 690 shares; 2025Q1: 704 shares; 2025Q2: 820 shares; 2025Q3: 933 shares; 2025Q4: 1,030 shares; 2026Q1: 1,001 shares; 2026Q2: 1,037 shares 1,037 $658K 0.16% +36 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 757 shares; 2025Q3: 563 shares; 2025Q4: 559 shares; 2026Q1: 1,246 shares; 2026Q2: 1,221 shares 1,221 $634K 0.16% -25 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,265 shares; 2026Q2: 6,307 shares 6,307 $626K 0.15% +3,042 Timeline MOAT 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: 34,463 shares; 2024Q4: 37,902 shares; 2025Q1: 40,698 shares; 2025Q2: 33,796 shares; 2025Q3: 20,941 shares; 2025Q4: 10,728 shares; 2026Q1: 9,934 shares; 2026Q2: 6,022 shares 6,022 $626K 0.15% -3,912 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,657 shares; 2024Q4: 71,629 shares; 2025Q1: 78,356 shares; 2025Q2: 83,935 shares; 2025Q3: 92,589 shares; 2025Q4: 44,595 shares; 2026Q1: 18,020 shares; 2026Q2: 12,713 shares 12,713 $613K 0.15% -5,307 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: 2,889 shares; 2026Q2: 3,369 shares 3,369 $594K 0.15% +480 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: 608 shares; 2024Q4: 640 shares; 2025Q1: 631 shares; 2025Q2: 638 shares; 2025Q3: 782 shares; 2025Q4: 767 shares; 2026Q1: 768 shares; 2026Q2: 792 shares 792 $584K 0.14% +24 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: 733 shares; 2024Q4: 1,139 shares; 2025Q1: 979 shares; 2025Q2: 1,088 shares; 2025Q3: 1,133 shares; 2025Q4: 1,018 shares; 2026Q1: 1,036 shares; 2026Q2: 1,129 shares 1,129 $575K 0.14% +93 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 1,538 shares; 2025Q4: 1,508 shares; 2026Q1: 1,548 shares; 2026Q2: 1,920 shares 1,920 $572K 0.14% +372 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 353 shares; 2025Q4: 368 shares; 2026Q1: 484 shares; 2026Q2: 540 shares 540 $546K 0.13% +56 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,087 shares; 2024Q4: 36,191 shares; 2025Q1: 39,066 shares; 2025Q2: 44,815 shares; 2025Q3: 48,096 shares; 2025Q4: 49,259 shares; 2026Q1: 46,951 shares; 2026Q2: 12,180 shares 12,180 $517K 0.13% -34,771 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 2,273 shares; 2025Q4: 2,464 shares; 2026Q1: 1,916 shares; 2026Q2: 1,514 shares 1,514 $516K 0.13% -402 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: 1,383 shares; 2025Q3: 1,246 shares; 2025Q4: 1,234 shares; 2026Q1: 2,626 shares; 2026Q2: 2,659 shares 2,659 $504K 0.12% +33 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: 3,544 shares; 2025Q1: 3,652 shares; 2025Q2: 4,556 shares; 2025Q3: 5,024 shares; 2025Q4: 5,279 shares; 2026Q1: 5,442 shares; 2026Q2: 6,022 shares 6,022 $489K 0.12% +580 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,474 shares; 2026Q2: 2,952 shares 2,952 $468K 0.11% +1,478 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 2,153 shares; 2025Q3: 2,698 shares; 2025Q4: 2,883 shares; 2026Q1: 3,006 shares; 2026Q2: 3,382 shares 3,382 $464K 0.11% +376 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: 672 shares; 2025Q2: 691 shares; 2025Q3: 704 shares; 2025Q4: 2,385 shares; 2026Q1: 1,133 shares; 2026Q2: 1,295 shares 1,295 $444K 0.11% +162 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: 1,366 shares; 2025Q3: 1,765 shares; 2025Q4: 1,643 shares; 2026Q1: 1,628 shares; 2026Q2: 1,749 shares 1,749 $444K 0.11% +121 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: not reported; 2025Q2: 5,131 shares; 2025Q3: 6,398 shares; 2025Q4: 6,475 shares; 2026Q1: 7,136 shares; 2026Q2: 7,272 shares 7,272 $414K 0.1% +136 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: 1,530 shares; 2024Q4: 1,515 shares; 2025Q1: 1,493 shares; 2025Q2: 1,448 shares; 2025Q3: 1,429 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,363 shares 1,363 $396K 0.1% -18 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,963 shares; 2025Q4: 2,050 shares; 2026Q1: 2,126 shares; 2026Q2: 2,371 shares 2,371 $384K 0.09% +245 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: 595 shares; 2024Q4: 584 shares; 2025Q1: 674 shares; 2025Q2: 740 shares; 2025Q3: 876 shares; 2025Q4: 909 shares; 2026Q1: 1,003 shares; 2026Q2: 1,086 shares 1,086 $383K 0.09% +83 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: 487 shares; 2024Q4: 479 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 494 shares; 2025Q4: 501 shares; 2026Q1: 666 shares; 2026Q2: 728 shares 728 $374K 0.09% +62 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,131 shares; 2025Q4: 2,195 shares; 2026Q1: 2,322 shares; 2026Q2: 2,485 shares 2,485 $356K 0.09% +163 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,186 shares; 2026Q1: 1,279 shares; 2026Q2: 1,605 shares 1,605 $354K 0.09% +326 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: 2,750 shares; 2025Q3: 3,671 shares; 2025Q4: 3,653 shares; 2026Q1: 3,555 shares; 2026Q2: 4,030 shares 4,030 $354K 0.09% +475 Timeline CALAMOS ETF TR CALAMOS ETF TR More: the full row for CALAMOS 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: 12,546 shares; 2025Q4: 12,546 shares; 2026Q1: 12,546 shares; 2026Q2: 12,546 shares 12,546 $353K 0.09% 0 CPSO CALAMOS ETF TR More: the full row for CALAMOS 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: 12,486 shares; 2025Q4: 12,486 shares; 2026Q1: 12,486 shares; 2026Q2: 12,486 shares 12,486 $348K 0.09% 0 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS 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: 12,651 shares; 2026Q1: 12,651 shares; 2026Q2: 12,651 shares 12,651 $347K 0.08% 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: 680 shares; 2025Q3: 855 shares; 2025Q4: 856 shares; 2026Q1: 957 shares; 2026Q2: 1,020 shares 1,020 $345K 0.08% +63 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,773 shares; 2025Q4: 2,902 shares; 2026Q1: 3,134 shares; 2026Q2: 3,165 shares 3,165 $340K 0.08% +31 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: 699 shares; 2026Q2: 1,288 shares 1,288 $336K 0.08% +589 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: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 963 shares; 2026Q1: 1,187 shares; 2026Q2: 1,335 shares 1,335 $336K 0.08% +148 Timeline CBOO CALAMOS ETF TR More: the full row for CALAMOS 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: 13,389 shares; 2026Q1: 13,389 shares; 2026Q2: 13,389 shares 13,389 $328K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: 1,117 shares; 2026Q1: 1,136 shares; 2026Q2: 1,198 shares 1,198 $326K 0.08% +62 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,946 shares; 2025Q1: 7,585 shares; 2025Q2: 3,623 shares; 2025Q3: 3,585 shares; 2025Q4: 3,469 shares; 2026Q1: 3,366 shares; 2026Q2: 3,346 shares 3,346 $312K 0.08% -20 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,555 shares; 2025Q4: 1,615 shares; 2026Q1: 1,554 shares; 2026Q2: 1,771 shares 1,771 $311K 0.08% +217 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: 1,200 shares 1,200 $307K 0.08% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,047 shares; 2025Q3: 1,529 shares; 2025Q4: 1,682 shares; 2026Q1: 2,019 shares; 2026Q2: 1,608 shares 1,608 $297K 0.07% -411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 443 shares; 2026Q1: 430 shares; 2026Q2: 580 shares 580 $295K 0.07% +150 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: 10,999 shares; 2024Q4: 9,045 shares; 2025Q1: 9,816 shares; 2025Q2: 9,384 shares; 2025Q3: 8,904 shares; 2025Q4: 7,709 shares; 2026Q1: 7,330 shares; 2026Q2: 6,837 shares 6,837 $275K 0.07% -493 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: 524 shares; 2024Q4: 525 shares; 2025Q1: 488 shares; 2025Q2: 513 shares; 2025Q3: 464 shares; 2025Q4: 460 shares; 2026Q1: 498 shares; 2026Q2: 367 shares 367 $275K 0.07% -131 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 977 shares 977 $275K 0.07% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares; 2026Q2: 1,300 shares 1,300 $261K 0.06% +105 Timeline FSMB 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: 14,709 shares; 2024Q4: 14,688 shares; 2025Q1: 14,655 shares; 2025Q2: 14,700 shares; 2025Q3: 14,705 shares; 2025Q4: 14,365 shares; 2026Q1: 12,573 shares; 2026Q2: 12,573 shares 12,573 $251K 0.06% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares; 2026Q2: 301 shares 301 $250K 0.06% +24 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $244K 0.06% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares; 2026Q2: 2,855 shares 2,855 $242K 0.06% +37 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,786 shares; 2024Q4: 2,464 shares; 2025Q1: 2,449 shares; 2025Q2: 3,268 shares; 2025Q3: 1,961 shares; 2025Q4: 1,944 shares; 2026Q1: 1,895 shares; 2026Q2: 1,761 shares 1,761 $238K 0.06% -134 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 5,317 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,221 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares; 2026Q2: 5,261 shares 5,261 $232K 0.06% +40 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: 218 shares; 2026Q2: 197 shares 197 $231K 0.06% -21 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 558 shares; 2026Q1: 710 shares; 2026Q2: 506 shares 506 $228K 0.06% -204 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 349 shares 349 $225K 0.06% new Timeline ADPV 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: not reported; 2026Q1: not reported; 2026Q2: 4,563 shares 4,563 $220K 0.05% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 1,029 shares; 2026Q1: 930 shares; 2026Q2: 1,007 shares 1,007 $218K 0.05% +77 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 70 shares; 2026Q2: 68 shares 68 $217K 0.05% -2 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,484 shares; 2024Q4: 5,345 shares; 2025Q1: 10,197 shares; 2025Q2: not reported; 2025Q3: 3,936 shares; 2025Q4: 3,898 shares; 2026Q1: 3,816 shares; 2026Q2: 3,807 shares 3,807 $215K 0.05% -9 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 1,321 shares 1,321 $215K 0.05% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,703 shares 3,703 $214K 0.05% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $213K 0.05% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,776 shares 1,776 $212K 0.05% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 339 shares 339 $211K 0.05% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,292 shares 1,292 $211K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $208K 0.05% new 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: 899 shares; 2026Q2: 1,001 shares 1,001 $205K 0.05% +102 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: 956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 552 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $203K 0.05% 0 Timeline FTHI 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: 8,443 shares 8,443 $201K 0.05% new Timeline FTMH 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: not reported; 2025Q4: 11,030 shares; 2026Q1: 11,030 shares; 2026Q2: 11,030 shares 11,030 $131K 0.03% 0 Timeline