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: 95,901 shares; 2024Q4: 119,550 shares; 2025Q1: 117,290 shares; 2025Q2: 178,254 shares; 2025Q3: 229,708 shares; 2025Q4: 326,075 shares; 2026Q1: 398,130 shares; 2026Q2: 433,099 shares 433,099 $297M 6.36% +34,969 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,144 shares; 2024Q4: 640,148 shares; 2025Q1: 937,531 shares; 2025Q2: 1,129,771 shares; 2025Q3: 1,774,562 shares; 2025Q4: 2,839,695 shares; 2026Q1: 3,343,314 shares; 2026Q2: 3,842,612 shares 3,842,612 $177M 3.79% +499,298 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: 75,970 shares; 2024Q4: 642,405 shares; 2025Q1: 657,991 shares; 2025Q2: 708,182 shares; 2025Q3: 712,051 shares; 2025Q4: 708,150 shares; 2026Q1: 771,911 shares; 2026Q2: 825,605 shares 825,605 $165M 3.53% +53,694 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,079 shares; 2024Q4: 513,185 shares; 2025Q1: 520,448 shares; 2025Q2: 672,133 shares; 2025Q3: 830,624 shares; 2025Q4: 1,448,020 shares; 2026Q1: 2,239,680 shares; 2026Q2: 2,612,696 shares 2,612,696 $109M 2.34% +373,016 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: 41,433 shares; 2024Q4: 347,915 shares; 2025Q1: 899,049 shares; 2025Q2: 1,208,229 shares; 2025Q3: 1,637,120 shares; 2025Q4: 2,371,128 shares; 2026Q1: 2,863,182 shares; 2026Q2: 3,061,326 shares 3,061,326 $104M 2.22% +198,144 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: 41,934 shares; 2024Q4: 113,136 shares; 2025Q1: 141,322 shares; 2025Q2: 195,748 shares; 2025Q3: 213,658 shares; 2025Q4: 245,595 shares; 2026Q1: 307,951 shares; 2026Q2: 340,422 shares 340,422 $98.5M 2.11% +32,471 Timeline JQUA 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: 270,083 shares; 2024Q4: 332,630 shares; 2025Q1: 493,335 shares; 2025Q2: 610,579 shares; 2025Q3: 826,496 shares; 2025Q4: 1,358,559 shares; 2026Q1: 1,323,874 shares; 2026Q2: 1,314,796 shares 1,314,796 $95M 2.03% -9,078 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 6,783 shares; 2025Q1: 13,589 shares; 2025Q2: 78,572 shares; 2025Q3: 100,441 shares; 2025Q4: 128,636 shares; 2026Q1: 124,298 shares; 2026Q2: 115,160 shares 115,160 $86.2M 1.84% -9,138 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,443 shares; 2024Q4: 42,488 shares; 2025Q1: 49,980 shares; 2025Q2: 311,642 shares; 2025Q3: 469,663 shares; 2025Q4: 577,483 shares; 2026Q1: 675,703 shares; 2026Q2: 719,535 shares 719,535 $71.2M 1.52% +43,832 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,664 shares; 2024Q4: 126,267 shares; 2025Q1: 115,758 shares; 2025Q2: 128,037 shares; 2025Q3: 136,664 shares; 2025Q4: 178,301 shares; 2026Q1: 464,300 shares; 2026Q2: 507,288 shares 507,288 $63.1M 1.35% +42,988 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: 36,089 shares; 2024Q4: 46,011 shares; 2025Q1: 52,108 shares; 2025Q2: 61,625 shares; 2025Q3: 73,910 shares; 2025Q4: 232,103 shares; 2026Q1: 274,877 shares; 2026Q2: 305,785 shares 305,785 $58.3M 1.25% +30,908 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: 23,117 shares; 2024Q4: 45,960 shares; 2025Q1: 57,688 shares; 2025Q2: 86,829 shares; 2025Q3: 90,287 shares; 2025Q4: 111,477 shares; 2026Q1: 131,552 shares; 2026Q2: 151,539 shares 151,539 $56.5M 1.21% +19,987 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,535 shares; 2024Q4: 13,498 shares; 2025Q1: 15,201 shares; 2025Q2: 14,531 shares; 2025Q3: 14,689 shares; 2025Q4: 18,175 shares; 2026Q1: 330,824 shares; 2026Q2: 446,377 shares 446,377 $55.7M 1.19% +115,553 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: 59,784 shares; 2024Q4: 69,146 shares; 2025Q1: 107,732 shares; 2025Q2: 128,067 shares; 2025Q3: 184,533 shares; 2025Q4: 282,432 shares; 2026Q1: 246,874 shares; 2026Q2: 254,013 shares 254,013 $55.4M 1.18% +7,139 Timeline FFIU SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,591,336 shares; 2025Q1: 1,826,172 shares; 2025Q2: 2,053,969 shares; 2025Q3: 2,043,397 shares; 2025Q4: 2,184,260 shares; 2026Q1: 2,219,956 shares; 2026Q2: 2,256,299 shares 2,256,299 $49.2M 1.05% +36,343 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: 75,323 shares; 2024Q4: 61,356 shares; 2025Q1: 68,644 shares; 2025Q2: 57,835 shares; 2025Q3: 615,158 shares; 2025Q4: 669,772 shares; 2026Q1: 957,846 shares; 2026Q2: 1,069,808 shares 1,069,808 $47.5M 1.02% +111,962 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: 35,496 shares; 2024Q4: 68,962 shares; 2025Q1: 77,891 shares; 2025Q2: 116,166 shares; 2025Q3: 198,963 shares; 2025Q4: 272,482 shares; 2026Q1: 380,909 shares; 2026Q2: 434,940 shares 434,940 $46.8M 1% +54,031 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: 30,746 shares; 2024Q4: 54,793 shares; 2025Q1: 68,433 shares; 2025Q2: 100,839 shares; 2025Q3: 109,644 shares; 2025Q4: 138,494 shares; 2026Q1: 169,061 shares; 2026Q2: 192,007 shares 192,007 $45.8M 0.98% +22,946 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: 112,965 shares; 2024Q4: 147,246 shares; 2025Q1: 196,649 shares; 2025Q2: 264,670 shares; 2025Q3: 316,073 shares; 2025Q4: 772,689 shares; 2026Q1: 1,043,960 shares; 2026Q2: 874,783 shares 874,783 $45.3M 0.97% -169,177 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: 12,445 shares; 2024Q4: 35,041 shares; 2025Q1: 43,137 shares; 2025Q2: 68,387 shares; 2025Q3: 70,843 shares; 2025Q4: 84,802 shares; 2026Q1: 98,641 shares; 2026Q2: 113,526 shares 113,526 $40.6M 0.87% +14,885 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: 113,805 shares; 2024Q4: 111,850 shares; 2025Q1: 128,044 shares; 2025Q2: 149,243 shares; 2025Q3: 451,399 shares; 2025Q4: 568,020 shares; 2026Q1: 532,225 shares; 2026Q2: 553,981 shares 553,981 $39.5M 0.84% +21,756 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,560 shares; 2025Q1: 24,704 shares; 2025Q2: 30,041 shares; 2025Q3: 94,045 shares; 2025Q4: 99,237 shares; 2026Q1: 115,983 shares; 2026Q2: 113,097 shares 113,097 $38.8M 0.83% -2,886 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 122,101 shares; 2026Q1: 1,294,378 shares; 2026Q2: 1,286,665 shares 1,286,665 $38M 0.81% -7,713 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,220 shares; 2024Q4: 23,138 shares; 2025Q1: 33,047 shares; 2025Q2: 42,803 shares; 2025Q3: 391,994 shares; 2025Q4: 396,445 shares; 2026Q1: 440,801 shares; 2026Q2: 480,920 shares 480,920 $37.5M 0.8% +40,119 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: 12,256 shares; 2024Q4: 29,850 shares; 2025Q1: 36,822 shares; 2025Q2: 48,670 shares; 2025Q3: 57,723 shares; 2025Q4: 84,092 shares; 2026Q1: 97,095 shares; 2026Q2: 103,613 shares 103,613 $36.6M 0.78% +6,518 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: 41,067 shares; 2024Q4: 36,095 shares; 2025Q1: 36,313 shares; 2025Q2: 36,225 shares; 2025Q3: 38,968 shares; 2025Q4: 47,798 shares; 2026Q1: 86,551 shares; 2026Q2: 92,755 shares 92,755 $34.3M 0.73% +6,204 Timeline IAGG 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: 27,503 shares; 2025Q3: 223,196 shares; 2025Q4: 297,912 shares; 2026Q1: 545,755 shares; 2026Q2: 649,771 shares 649,771 $32.9M 0.7% +104,016 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,846 shares; 2025Q1: not reported; 2025Q2: 2,795 shares; 2025Q3: 17,683 shares; 2025Q4: 22,814 shares; 2026Q1: 30,329 shares; 2026Q2: 27,476 shares 27,476 $31.7M 0.68% -2,853 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: 15,936 shares; 2024Q4: 18,537 shares; 2025Q1: 23,127 shares; 2025Q2: 36,879 shares; 2025Q3: 44,103 shares; 2025Q4: 62,259 shares; 2026Q1: 69,742 shares; 2026Q2: 82,707 shares 82,707 $31.2M 0.67% +12,965 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: 8,850 shares; 2024Q4: 9,403 shares; 2025Q1: 10,522 shares; 2025Q2: 11,091 shares; 2025Q3: 11,280 shares; 2025Q4: 50,408 shares; 2026Q1: 54,710 shares; 2026Q2: 356,638 shares 356,638 $30.7M 0.66% +301,928 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: 7,527 shares; 2024Q4: 9,015 shares; 2025Q1: 14,053 shares; 2025Q2: 22,597 shares; 2025Q3: 28,548 shares; 2025Q4: 33,751 shares; 2026Q1: 42,936 shares; 2026Q2: 70,839 shares 70,839 $29.8M 0.64% +27,903 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: 59,178 shares; 2024Q4: 72,799 shares; 2025Q1: 83,364 shares; 2025Q2: 84,051 shares; 2025Q3: 94,040 shares; 2025Q4: 153,050 shares; 2026Q1: 187,998 shares; 2026Q2: 192,221 shares 192,221 $28.2M 0.6% +4,223 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: 12,338 shares; 2024Q4: 15,173 shares; 2025Q1: 28,148 shares; 2025Q2: 36,704 shares; 2025Q3: 48,164 shares; 2025Q4: 90,144 shares; 2026Q1: 86,228 shares; 2026Q2: 327,116 shares 327,116 $27.1M 0.58% +240,888 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: 1,892 shares; 2024Q4: 3,767 shares; 2025Q1: 4,757 shares; 2025Q2: 6,889 shares; 2025Q3: 9,648 shares; 2025Q4: 16,052 shares; 2026Q1: 18,062 shares; 2026Q2: 21,784 shares 21,784 $26.1M 0.56% +3,722 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: 10,521 shares; 2024Q4: 11,531 shares; 2025Q1: 16,654 shares; 2025Q2: 24,347 shares; 2025Q3: 26,459 shares; 2025Q4: 36,666 shares; 2026Q1: 35,991 shares; 2026Q2: 34,350 shares 34,350 $25.3M 0.54% -1,641 Timeline VMBS 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: 108,434 shares; 2024Q4: 140,468 shares; 2025Q1: 145,863 shares; 2025Q2: 200,321 shares; 2025Q3: 325,880 shares; 2025Q4: 470,520 shares; 2026Q1: 460,840 shares; 2026Q2: 522,340 shares 522,340 $24.5M 0.52% +61,500 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: 6,052 shares; 2024Q4: 10,671 shares; 2025Q1: 14,844 shares; 2025Q2: 20,941 shares; 2025Q3: 23,162 shares; 2025Q4: 37,124 shares; 2026Q1: 43,988 shares; 2026Q2: 48,793 shares 48,793 $24.4M 0.52% +4,805 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: 1,800 shares; 2024Q4: 2,050 shares; 2025Q1: 3,456 shares; 2025Q2: 3,218 shares; 2025Q3: 3,820 shares; 2025Q4: 32,520 shares; 2026Q1: 87,974 shares; 2026Q2: 111,855 shares 111,855 $23.8M 0.51% +23,881 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: 4,231 shares; 2024Q4: 6,781 shares; 2025Q1: 15,204 shares; 2025Q2: 25,339 shares; 2025Q3: 26,816 shares; 2025Q4: 31,767 shares; 2026Q1: 30,234 shares; 2026Q2: 31,694 shares 31,694 $23.7M 0.51% +1,460 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 270,852 shares; 2026Q2: 265,349 shares 265,349 $23.6M 0.5% -5,503 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: 615 shares; 2025Q2: 421 shares; 2025Q3: 21,901 shares; 2025Q4: 23,049 shares; 2026Q1: 26,294 shares; 2026Q2: 194,680 shares 194,680 $23.3M 0.5% +168,386 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: 13,446 shares; 2024Q4: 19,566 shares; 2025Q1: 21,759 shares; 2025Q2: 31,318 shares; 2025Q3: 35,007 shares; 2025Q4: 49,156 shares; 2026Q1: 60,145 shares; 2026Q2: 68,127 shares 68,127 $22.3M 0.48% +7,982 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: 16,468 shares; 2024Q4: 27,262 shares; 2025Q1: 59,626 shares; 2025Q2: 79,087 shares; 2025Q3: 145,313 shares; 2025Q4: 218,282 shares; 2026Q1: 373,840 shares; 2026Q2: 463,561 shares 463,561 $21.7M 0.46% +89,721 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,509 shares; 2024Q4: 101,337 shares; 2025Q1: 116,260 shares; 2025Q2: 134,880 shares; 2025Q3: 184,938 shares; 2025Q4: 212,967 shares; 2026Q1: 810,459 shares; 2026Q2: 781,121 shares 781,121 $21.6M 0.46% -29,338 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: 11,065 shares; 2024Q4: 11,219 shares; 2025Q1: 10,950 shares; 2025Q2: 11,137 shares; 2025Q3: 11,663 shares; 2025Q4: 41,742 shares; 2026Q1: 206,100 shares; 2026Q2: 207,040 shares 207,040 $21.5M 0.46% +940 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: 18,029 shares; 2025Q1: 76,498 shares; 2025Q2: 105,751 shares; 2025Q3: 161,879 shares; 2025Q4: 260,937 shares; 2026Q1: 202,570 shares; 2026Q2: 207,915 shares 207,915 $20.9M 0.45% +5,345 Timeline DUHP 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: 5,916 shares; 2025Q3: 346,887 shares; 2025Q4: 358,073 shares; 2026Q1: 435,710 shares; 2026Q2: 460,604 shares 460,604 $19.2M 0.41% +24,894 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: 21,213 shares; 2024Q4: 30,925 shares; 2025Q1: 110,805 shares; 2025Q2: 132,461 shares; 2025Q3: 195,577 shares; 2025Q4: 320,709 shares; 2026Q1: 234,338 shares; 2026Q2: 251,889 shares 251,889 $19M 0.41% +17,551 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: 7,245 shares; 2024Q4: 8,072 shares; 2025Q1: 10,536 shares; 2025Q2: 17,363 shares; 2025Q3: 18,663 shares; 2025Q4: 24,237 shares; 2026Q1: 30,128 shares; 2026Q2: 31,841 shares 31,841 $17.9M 0.38% +1,713 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292,722 shares; 2025Q4: 296,739 shares; 2026Q1: 320,173 shares; 2026Q2: 322,267 shares 322,267 $17.7M 0.38% +2,094 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,897 shares; 2024Q4: 9,482 shares; 2025Q1: 49,966 shares; 2025Q2: 68,478 shares; 2025Q3: 81,839 shares; 2025Q4: 142,804 shares; 2026Q1: 180,314 shares; 2026Q2: 183,407 shares 183,407 $17.7M 0.38% +3,093 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: 19,359 shares; 2024Q4: 215,101 shares; 2025Q1: 209,767 shares; 2025Q2: 314,912 shares; 2025Q3: 307,199 shares; 2025Q4: 410,392 shares; 2026Q1: 582,054 shares; 2026Q2: 558,571 shares 558,571 $17.7M 0.38% -23,483 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: 8,253 shares; 2024Q4: 21,388 shares; 2025Q1: 23,019 shares; 2025Q2: 22,695 shares; 2025Q3: 45,684 shares; 2025Q4: 52,610 shares; 2026Q1: 56,306 shares; 2026Q2: 57,241 shares 57,241 $17.4M 0.37% +935 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,446 shares; 2025Q3: 8,836 shares; 2025Q4: 8,666 shares; 2026Q1: 472,758 shares; 2026Q2: 347,022 shares 347,022 $17.3M 0.37% -125,736 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,796 shares; 2024Q4: 124,996 shares; 2025Q1: 241,616 shares; 2025Q2: 236,697 shares; 2025Q3: 293,899 shares; 2025Q4: 391,355 shares; 2026Q1: 339,118 shares; 2026Q2: 317,166 shares 317,166 $16.8M 0.36% -21,952 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: 104,721 shares; 2024Q4: 395,770 shares; 2025Q1: 394,266 shares; 2025Q2: 404,893 shares; 2025Q3: 494,508 shares; 2025Q4: 518,836 shares; 2026Q1: 551,210 shares; 2026Q2: 551,255 shares 551,255 $16.2M 0.35% +45 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: 12,661 shares; 2024Q4: 14,348 shares; 2025Q1: 33,577 shares; 2025Q2: 56,707 shares; 2025Q3: 196,878 shares; 2025Q4: 270,274 shares; 2026Q1: 264,541 shares; 2026Q2: 270,263 shares 270,263 $16.1M 0.35% +5,722 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: 6,406 shares; 2024Q4: 7,948 shares; 2025Q1: 9,377 shares; 2025Q2: 11,700 shares; 2025Q3: 13,806 shares; 2025Q4: 16,314 shares; 2026Q1: 24,415 shares; 2026Q2: 26,563 shares 26,563 $15.4M 0.33% +2,148 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: 9,588 shares; 2024Q4: 17,728 shares; 2025Q1: 20,236 shares; 2025Q2: 24,686 shares; 2025Q3: 29,922 shares; 2025Q4: 36,568 shares; 2026Q1: 44,558 shares; 2026Q2: 60,465 shares 60,465 $15.2M 0.33% +15,907 Timeline DFIV 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: 13,818 shares; 2025Q3: 161,916 shares; 2025Q4: 246,867 shares; 2026Q1: 243,706 shares; 2026Q2: 265,857 shares 265,857 $14.4M 0.31% +22,151 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: 4,104 shares; 2024Q4: 4,040 shares; 2025Q1: 4,267 shares; 2025Q2: 5,105 shares; 2025Q3: 6,014 shares; 2025Q4: 8,975 shares; 2026Q1: 11,944 shares; 2026Q2: 13,373 shares 13,373 $14.2M 0.3% +1,429 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,419 shares; 2025Q2: 10,183 shares; 2025Q3: 10,910 shares; 2025Q4: 17,744 shares; 2026Q1: 111,938 shares; 2026Q2: 140,738 shares 140,738 $14.2M 0.3% +28,800 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,034 shares; 2026Q1: 88,260 shares; 2026Q2: 110,114 shares 110,114 $14.1M 0.3% +21,854 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66,645 shares; 2025Q4: 299,931 shares; 2026Q1: 325,094 shares; 2026Q2: 400,321 shares 400,321 $13.9M 0.3% +75,227 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: 205,026 shares; 2025Q3: 210,526 shares; 2025Q4: 210,525 shares; 2026Q1: 215,546 shares; 2026Q2: 256,492 shares 256,492 $13.7M 0.29% +40,946 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 12,069 shares; 2025Q3: 12,182 shares; 2025Q4: 27,617 shares; 2026Q1: 91,285 shares; 2026Q2: 270,802 shares 270,802 $13.6M 0.29% +179,517 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: 12,660 shares; 2024Q4: 20,334 shares; 2025Q1: 22,429 shares; 2025Q2: 26,685 shares; 2025Q3: 25,350 shares; 2025Q4: 147,748 shares; 2026Q1: 152,215 shares; 2026Q2: 153,247 shares 153,247 $13.5M 0.29% +1,032 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: 28,581 shares; 2024Q4: 30,378 shares; 2025Q1: 35,903 shares; 2025Q2: 52,497 shares; 2025Q3: 65,359 shares; 2025Q4: 87,021 shares; 2026Q1: 93,522 shares; 2026Q2: 98,108 shares 98,108 $13.4M 0.29% +4,586 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,011 shares 141,011 $13.1M 0.28% new 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: 9,014 shares; 2024Q4: 16,851 shares; 2025Q1: 19,692 shares; 2025Q2: 22,214 shares; 2025Q3: 22,715 shares; 2025Q4: 32,588 shares; 2026Q1: 42,446 shares; 2026Q2: 51,624 shares 51,624 $13.1M 0.28% +9,178 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: 5,237 shares; 2024Q4: 10,936 shares; 2025Q1: 13,341 shares; 2025Q2: 18,983 shares; 2025Q3: 22,234 shares; 2025Q4: 28,922 shares; 2026Q1: 33,163 shares; 2026Q2: 37,620 shares 37,620 $12.9M 0.28% +4,457 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: 15,666 shares; 2024Q4: 17,895 shares; 2025Q1: 29,136 shares; 2025Q2: 48,222 shares; 2025Q3: 66,372 shares; 2025Q4: 152,392 shares; 2026Q1: 158,781 shares; 2026Q2: 167,203 shares 167,203 $12.9M 0.28% +8,422 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,561 shares; 2025Q2: 76,445 shares; 2025Q3: 92,048 shares; 2025Q4: 94,878 shares; 2026Q1: 147,005 shares; 2026Q2: 153,965 shares 153,965 $12.6M 0.27% +6,960 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 372,088 shares; 2026Q2: 559,713 shares 559,713 $12.5M 0.27% +187,625 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: 27,479 shares; 2024Q4: 33,893 shares; 2025Q1: 39,798 shares; 2025Q2: 52,490 shares; 2025Q3: 61,438 shares; 2025Q4: 84,672 shares; 2026Q1: 109,744 shares; 2026Q2: 109,728 shares 109,728 $12.4M 0.27% -16 Timeline DFCF 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: 36,536 shares; 2025Q3: 51,850 shares; 2025Q4: 95,386 shares; 2026Q1: 223,156 shares; 2026Q2: 293,641 shares 293,641 $12.4M 0.27% +70,485 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 109,228 shares; 2025Q1: 124,101 shares; 2025Q2: 134,091 shares; 2025Q3: 187,820 shares; 2025Q4: 210,463 shares; 2026Q1: 231,819 shares; 2026Q2: 248,073 shares 248,073 $12.2M 0.26% +16,254 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: 1,034 shares; 2024Q4: 3,444 shares; 2025Q1: 4,100 shares; 2025Q2: 5,126 shares; 2025Q3: 8,791 shares; 2025Q4: 9,329 shares; 2026Q1: 12,156 shares; 2026Q2: 12,984 shares 12,984 $12.1M 0.26% +828 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,303 shares; 2024Q4: 23,246 shares; 2025Q1: 34,079 shares; 2025Q2: 38,276 shares; 2025Q3: 41,317 shares; 2025Q4: 50,366 shares; 2026Q1: 49,619 shares; 2026Q2: 81,327 shares 81,327 $12.1M 0.26% +31,708 Timeline DFIC 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: 35,512 shares; 2024Q4: 27,001 shares; 2025Q1: 25,328 shares; 2025Q2: 21,796 shares; 2025Q3: 291,202 shares; 2025Q4: 297,275 shares; 2026Q1: 292,937 shares; 2026Q2: 315,415 shares 315,415 $11.8M 0.25% +22,478 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,593 shares; 2024Q4: 429,816 shares; 2025Q1: 487,868 shares; 2025Q2: 485,460 shares; 2025Q3: 479,613 shares; 2025Q4: 460,111 shares; 2026Q1: 348,804 shares; 2026Q2: 305,941 shares 305,941 $11.7M 0.25% -42,863 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120,231 shares 120,231 $11.3M 0.24% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,316 shares; 2024Q4: 27,520 shares; 2025Q1: 29,260 shares; 2025Q2: 34,454 shares; 2025Q3: 45,202 shares; 2025Q4: 52,788 shares; 2026Q1: 69,753 shares; 2026Q2: 92,402 shares 92,402 $10.9M 0.23% +22,649 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,063 shares; 2025Q2: 16,164 shares; 2025Q3: 151,658 shares; 2025Q4: 192,203 shares; 2026Q1: 259,787 shares; 2026Q2: 324,370 shares 324,370 $10.8M 0.23% +64,583 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY 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: 1,040,665 shares 1,040,665 $10.6M 0.23% new 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: 1,426 shares; 2024Q4: 1,506 shares; 2025Q1: 2,110 shares; 2025Q2: 3,025 shares; 2025Q3: 4,477 shares; 2025Q4: 5,983 shares; 2026Q1: 9,304 shares; 2026Q2: 13,630 shares 13,630 $9.85M 0.21% +4,326 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,823 shares; 2026Q1: 62,821 shares; 2026Q2: 83,058 shares 83,058 $9.74M 0.21% +20,237 Timeline DFAI 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: 7,034 shares; 2025Q2: 21,704 shares; 2025Q3: 54,556 shares; 2025Q4: 67,872 shares; 2026Q1: 149,901 shares; 2026Q2: 235,881 shares 235,881 $9.73M 0.21% +85,980 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: 5,922 shares; 2025Q1: 7,136 shares; 2025Q2: 10,772 shares; 2025Q3: 11,447 shares; 2025Q4: 13,492 shares; 2026Q1: 16,776 shares; 2026Q2: 18,892 shares 18,892 $9.7M 0.21% +2,116 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: 12,468 shares; 2024Q4: 14,892 shares; 2025Q1: 18,265 shares; 2025Q2: 19,132 shares; 2025Q3: 21,982 shares; 2025Q4: 135,085 shares; 2026Q1: 138,516 shares; 2026Q2: 158,589 shares 158,589 $9.64M 0.21% +20,073 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,347 shares; 2025Q1: 12,938 shares; 2025Q2: 12,242 shares; 2025Q3: 60,517 shares; 2025Q4: 62,496 shares; 2026Q1: 66,407 shares; 2026Q2: 104,879 shares 104,879 $9.61M 0.21% +38,472 Timeline DFCA 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: 164,040 shares; 2025Q4: 165,328 shares; 2026Q1: 177,330 shares; 2026Q2: 191,505 shares 191,505 $9.61M 0.21% +14,175 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,915 shares; 2024Q4: 16,864 shares; 2025Q1: 19,170 shares; 2025Q2: 24,377 shares; 2025Q3: 74,264 shares; 2025Q4: 74,150 shares; 2026Q1: 81,632 shares; 2026Q2: 89,241 shares 89,241 $9.5M 0.2% +7,609 Timeline SCHR 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: 41,537 shares; 2024Q4: 61,712 shares; 2025Q1: 70,855 shares; 2025Q2: 65,736 shares; 2025Q3: 133,965 shares; 2025Q4: 166,952 shares; 2026Q1: 348,606 shares; 2026Q2: 379,058 shares 379,058 $9.35M 0.2% +30,452 Timeline AVSC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,402 shares; 2025Q4: 113,758 shares; 2026Q1: 125,355 shares; 2026Q2: 125,769 shares 125,769 $9.22M 0.2% +414 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,757 shares; 2024Q4: 14,155 shares; 2025Q1: 19,001 shares; 2025Q2: 25,474 shares; 2025Q3: 30,805 shares; 2025Q4: 42,302 shares; 2026Q1: 50,771 shares; 2026Q2: 55,364 shares 55,364 $9.18M 0.2% +4,593 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,143 shares; 2024Q4: 7,187 shares; 2025Q1: 8,190 shares; 2025Q2: 12,033 shares; 2025Q3: 14,326 shares; 2025Q4: 19,478 shares; 2026Q1: 23,720 shares; 2026Q2: 25,858 shares 25,858 $9.12M 0.2% +2,138 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: 2,981 shares; 2024Q4: 7,230 shares; 2025Q1: 7,958 shares; 2025Q2: 8,962 shares; 2025Q3: 13,013 shares; 2025Q4: 14,810 shares; 2026Q1: 19,157 shares; 2026Q2: 24,237 shares 24,237 $9.06M 0.19% +5,080 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 2,322 shares; 2025Q2: 1,317 shares; 2025Q3: 1,358 shares; 2025Q4: 36,248 shares; 2026Q1: 35,261 shares; 2026Q2: 36,204 shares 36,204 $8.78M 0.19% +943 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: not reported; 2024Q4: not reported; 2025Q1: 5,059 shares; 2025Q2: 13,221 shares; 2025Q3: 13,558 shares; 2025Q4: 114,376 shares; 2026Q1: 100,254 shares; 2026Q2: 90,674 shares 90,674 $8.65M 0.19% -9,580 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: 14,036 shares; 2024Q4: 14,127 shares; 2025Q1: 14,969 shares; 2025Q2: 16,843 shares; 2025Q3: 17,568 shares; 2025Q4: 21,296 shares; 2026Q1: 26,003 shares; 2026Q2: 29,820 shares 29,820 $8.39M 0.18% +3,817 Timeline DIHP 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: 189,391 shares; 2025Q4: 195,774 shares; 2026Q1: 232,295 shares; 2026Q2: 243,952 shares 243,952 $8.32M 0.18% +11,657 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: 6,991 shares; 2024Q4: 16,368 shares; 2025Q1: 15,021 shares; 2025Q2: 15,416 shares; 2025Q3: 15,716 shares; 2025Q4: 18,395 shares; 2026Q1: 23,466 shares; 2026Q2: 22,562 shares 22,562 $8.31M 0.18% -904 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 2,849 shares; 2025Q1: 2,979 shares; 2025Q2: 3,309 shares; 2025Q3: 3,617 shares; 2025Q4: 5,289 shares; 2026Q1: 7,706 shares; 2026Q2: 8,156 shares 8,156 $8.25M 0.18% +450 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,980 shares; 2025Q1: 11,823 shares; 2025Q2: 16,327 shares; 2025Q3: 24,697 shares; 2025Q4: 27,381 shares; 2026Q1: 32,705 shares; 2026Q2: 36,930 shares 36,930 $8.1M 0.17% +4,225 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: 3,771 shares; 2025Q1: 3,392 shares; 2025Q2: 6,644 shares; 2025Q3: 6,875 shares; 2025Q4: 9,119 shares; 2026Q1: 11,945 shares; 2026Q2: 18,652 shares 18,652 $8.08M 0.17% +6,707 Timeline HYMB 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: 21,964 shares; 2025Q2: 32,309 shares; 2025Q3: 55,098 shares; 2025Q4: 105,418 shares; 2026Q1: 226,270 shares; 2026Q2: 313,162 shares 313,162 $7.97M 0.17% +86,892 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,573 shares; 2026Q2: 129,990 shares 129,990 $7.76M 0.17% +28,417 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 4,275 shares; 2025Q1: 4,723 shares; 2025Q2: 5,799 shares; 2025Q3: 5,445 shares; 2025Q4: 90,619 shares; 2026Q1: 87,748 shares; 2026Q2: 86,064 shares 86,064 $7.75M 0.17% -1,684 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: 1,890 shares; 2024Q4: 9,938 shares; 2025Q1: 12,176 shares; 2025Q2: 13,195 shares; 2025Q3: 16,064 shares; 2025Q4: 18,165 shares; 2026Q1: 21,918 shares; 2026Q2: 22,333 shares 22,333 $7.62M 0.16% +415 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: 1,583 shares; 2024Q4: 3,354 shares; 2025Q1: 6,934 shares; 2025Q2: 10,496 shares; 2025Q3: 10,327 shares; 2025Q4: 11,070 shares; 2026Q1: 20,667 shares; 2026Q2: 21,966 shares 21,966 $7.55M 0.16% +1,299 Timeline XT 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: 91,922 shares; 2026Q1: 89,543 shares; 2026Q2: 91,405 shares 91,405 $7.55M 0.16% +1,862 Timeline AVEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,263 shares; 2025Q4: 58,230 shares; 2026Q1: 65,869 shares; 2026Q2: 77,440 shares 77,440 $7.47M 0.16% +11,571 Timeline OEF 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: 17,469 shares; 2025Q2: 24,428 shares; 2025Q3: 29,798 shares; 2025Q4: 51,740 shares; 2026Q1: 21,020 shares; 2026Q2: 20,131 shares 20,131 $7.37M 0.16% -889 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: 8,973 shares; 2024Q4: 8,517 shares; 2025Q1: 10,250 shares; 2025Q2: 11,832 shares; 2025Q3: 18,695 shares; 2025Q4: 25,550 shares; 2026Q1: 33,611 shares; 2026Q2: 38,745 shares 38,745 $7.35M 0.16% +5,134 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: 6,663 shares; 2024Q4: 11,835 shares; 2025Q1: 12,894 shares; 2025Q2: 15,625 shares; 2025Q3: 22,561 shares; 2025Q4: 30,591 shares; 2026Q1: 45,428 shares; 2026Q2: 62,802 shares 62,802 $7.33M 0.16% +17,374 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: 23,866 shares; 2024Q4: 33,654 shares; 2025Q1: 35,816 shares; 2025Q2: 39,826 shares; 2025Q3: 39,767 shares; 2025Q4: 43,097 shares; 2026Q1: 47,404 shares; 2026Q2: 58,896 shares 58,896 $7.01M 0.15% +11,492 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: not reported; 2024Q4: 27,566 shares; 2025Q1: 43,768 shares; 2025Q2: 53,345 shares; 2025Q3: 57,353 shares; 2025Q4: 58,950 shares; 2026Q1: 60,875 shares; 2026Q2: 67,049 shares 67,049 $6.86M 0.15% +6,174 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: 5,567 shares; 2024Q4: 10,245 shares; 2025Q1: 13,821 shares; 2025Q2: 17,093 shares; 2025Q3: 17,710 shares; 2025Q4: 26,512 shares; 2026Q1: 33,226 shares; 2026Q2: 37,259 shares 37,259 $6.74M 0.14% +4,033 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: 4,306 shares; 2024Q4: 4,991 shares; 2025Q1: 18,445 shares; 2025Q2: 30,844 shares; 2025Q3: 28,613 shares; 2025Q4: 33,825 shares; 2026Q1: 41,470 shares; 2026Q2: 48,385 shares 48,385 $6.65M 0.14% +6,915 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,046 shares; 2025Q3: 208,777 shares; 2025Q4: 244,641 shares; 2026Q1: 228,056 shares; 2026Q2: 191,005 shares 191,005 $6.65M 0.14% -37,051 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: 3,731 shares; 2024Q4: 3,927 shares; 2025Q1: 4,746 shares; 2025Q2: 5,237 shares; 2025Q3: 6,269 shares; 2025Q4: 10,307 shares; 2026Q1: 12,726 shares; 2026Q2: 81,640 shares 81,640 $6.58M 0.14% +68,914 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: 12,458 shares; 2024Q4: 14,798 shares; 2025Q1: 31,661 shares; 2025Q2: 38,509 shares; 2025Q3: 37,055 shares; 2025Q4: 56,355 shares; 2026Q1: 94,842 shares; 2026Q2: 115,321 shares 115,321 $6.57M 0.14% +20,479 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: 3,202 shares; 2024Q4: 11,060 shares; 2025Q1: 12,138 shares; 2025Q2: 13,745 shares; 2025Q3: 15,325 shares; 2025Q4: 18,578 shares; 2026Q1: 22,606 shares; 2026Q2: 23,869 shares 23,869 $6.45M 0.14% +1,263 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,641 shares; 2024Q4: 61,553 shares; 2025Q1: 64,235 shares; 2025Q2: 64,527 shares; 2025Q3: 80,857 shares; 2025Q4: 63,633 shares; 2026Q1: 39,699 shares; 2026Q2: 45,929 shares 45,929 $6.41M 0.14% +6,230 Timeline SCHB 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: 10,009 shares; 2024Q4: 25,013 shares; 2025Q1: 22,314 shares; 2025Q2: 225,410 shares; 2025Q3: 233,691 shares; 2025Q4: 227,410 shares; 2026Q1: 222,657 shares; 2026Q2: 220,998 shares 220,998 $6.4M 0.14% -1,659 Timeline LMUB 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: 106,898 shares; 2026Q2: 124,535 shares 124,535 $6.38M 0.14% +17,637 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: 26,368 shares; 2024Q4: 32,310 shares; 2025Q1: 32,094 shares; 2025Q2: 36,473 shares; 2025Q3: 36,881 shares; 2025Q4: 47,783 shares; 2026Q1: 59,168 shares; 2026Q2: 78,055 shares 78,055 $6.34M 0.14% +18,887 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: 3,840 shares; 2024Q4: 3,603 shares; 2025Q1: 3,880 shares; 2025Q2: 5,374 shares; 2025Q3: 10,868 shares; 2025Q4: 11,862 shares; 2026Q1: 12,746 shares; 2026Q2: 14,871 shares 14,871 $6.34M 0.14% +2,125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,804 shares; 2026Q2: 157,209 shares 157,209 $6.29M 0.13% +101,405 Timeline ICVT 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: 7,962 shares; 2025Q2: 8,128 shares; 2025Q3: 12,208 shares; 2025Q4: 14,617 shares; 2026Q1: 40,067 shares; 2026Q2: 51,407 shares 51,407 $6.26M 0.13% +11,340 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: not reported; 2024Q4: 7,249 shares; 2025Q1: 8,299 shares; 2025Q2: 19,783 shares; 2025Q3: 22,115 shares; 2025Q4: 28,629 shares; 2026Q1: 57,554 shares; 2026Q2: 71,185 shares 71,185 $6.09M 0.13% +13,631 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 147,834 shares; 2026Q2: 206,833 shares 206,833 $6.05M 0.13% +58,999 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,033 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,864 shares 98,864 $6.05M 0.13% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,383 shares; 2025Q3: 3,758 shares; 2025Q4: 4,807 shares; 2026Q1: 6,497 shares; 2026Q2: 13,936 shares 13,936 $6.01M 0.13% +7,439 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: 5,592 shares; 2025Q3: 8,109 shares; 2025Q4: 13,726 shares; 2026Q1: 15,845 shares; 2026Q2: 97,337 shares 97,337 $5.98M 0.13% +81,492 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: 7,148 shares; 2024Q4: 7,343 shares; 2025Q1: 7,214 shares; 2025Q2: 8,085 shares; 2025Q3: 16,940 shares; 2025Q4: 25,567 shares; 2026Q1: 30,110 shares; 2026Q2: 46,232 shares 46,232 $5.94M 0.13% +16,122 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: 2,179 shares; 2024Q4: 2,210 shares; 2025Q1: 2,608 shares; 2025Q2: 5,136 shares; 2025Q3: 6,842 shares; 2025Q4: 11,490 shares; 2026Q1: 11,156 shares; 2026Q2: 19,395 shares 19,395 $5.88M 0.13% +8,239 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: 5,609 shares; 2024Q4: 5,770 shares; 2025Q1: 6,762 shares; 2025Q2: 8,630 shares; 2025Q3: 8,843 shares; 2025Q4: 9,229 shares; 2026Q1: 11,965 shares; 2026Q2: 46,905 shares 46,905 $5.82M 0.12% +34,940 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: 953 shares; 2024Q4: 1,102 shares; 2025Q1: 1,550 shares; 2025Q2: 2,093 shares; 2025Q3: 2,578 shares; 2025Q4: 35,959 shares; 2026Q1: 59,694 shares; 2026Q2: 81,312 shares 81,312 $5.81M 0.12% +21,618 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,624 shares; 2024Q4: 18,867 shares; 2025Q1: 18,606 shares; 2025Q2: 18,640 shares; 2025Q3: 43,782 shares; 2025Q4: 38,825 shares; 2026Q1: 122,817 shares; 2026Q2: 119,444 shares 119,444 $5.78M 0.12% -3,373 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: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,024 shares; 2025Q2: 70,147 shares; 2025Q3: 93,186 shares; 2025Q4: 92,960 shares; 2026Q1: 95,559 shares; 2026Q2: 110,657 shares 110,657 $5.64M 0.12% +15,098 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: 16,374 shares; 2024Q4: 17,535 shares; 2025Q1: 16,804 shares; 2025Q2: 18,719 shares; 2025Q3: 42,865 shares; 2025Q4: 66,518 shares; 2026Q1: 66,780 shares; 2026Q2: 111,697 shares 111,697 $5.63M 0.12% +44,917 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 41,877 shares; 2026Q1: 41,979 shares; 2026Q2: 41,997 shares 41,997 $5.48M 0.12% +18 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 36,028 shares; 2025Q3: 37,976 shares; 2025Q4: 53,827 shares; 2026Q1: 65,176 shares; 2026Q2: 66,348 shares 66,348 $5.46M 0.12% +1,172 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: 5,370 shares; 2024Q4: 5,310 shares; 2025Q1: 5,227 shares; 2025Q2: 263,123 shares; 2025Q3: 309,312 shares; 2025Q4: 405,556 shares; 2026Q1: 101,659 shares; 2026Q2: 99,175 shares 99,175 $5.42M 0.12% -2,484 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,420 shares; 2024Q4: 38,906 shares; 2025Q1: 39,219 shares; 2025Q2: 53,719 shares; 2025Q3: 70,251 shares; 2025Q4: 111,856 shares; 2026Q1: 124,634 shares; 2026Q2: 127,026 shares 127,026 $5.38M 0.12% +2,392 Timeline TFI 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: 24,349 shares; 2024Q4: 24,262 shares; 2025Q1: 24,092 shares; 2025Q2: 59,323 shares; 2025Q3: 72,201 shares; 2025Q4: 66,926 shares; 2026Q1: 113,974 shares; 2026Q2: 114,540 shares 114,540 $5.25M 0.11% +566 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: 1,761 shares; 2025Q1: 1,984 shares; 2025Q2: 2,555 shares; 2025Q3: 3,269 shares; 2025Q4: 3,567 shares; 2026Q1: 4,288 shares; 2026Q2: 4,431 shares 4,431 $5.21M 0.11% +143 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: 3,312 shares; 2024Q4: 4,352 shares; 2025Q1: 4,991 shares; 2025Q2: 7,212 shares; 2025Q3: 4,766 shares; 2025Q4: 6,574 shares; 2026Q1: 6,780 shares; 2026Q2: 12,367 shares 12,367 $5.14M 0.11% +5,587 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,380 shares; 2025Q1: 4,621 shares; 2025Q2: 5,122 shares; 2025Q3: 7,651 shares; 2025Q4: 7,821 shares; 2026Q1: 9,554 shares; 2026Q2: 10,744 shares 10,744 $5.13M 0.11% +1,190 Timeline VCSH 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: 24,372 shares; 2024Q4: 19,272 shares; 2025Q1: 16,556 shares; 2025Q2: 29,528 shares; 2025Q3: 29,749 shares; 2025Q4: 57,028 shares; 2026Q1: 59,644 shares; 2026Q2: 64,899 shares 64,899 $5.13M 0.11% +5,255 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 556 shares; 2025Q4: 783 shares; 2026Q1: 1,450 shares; 2026Q2: 16,719 shares 16,719 $5.04M 0.11% +15,269 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,271 shares; 2025Q2: 63,262 shares; 2025Q3: 67,899 shares; 2025Q4: 68,705 shares; 2026Q1: 68,687 shares; 2026Q2: 68,711 shares 68,711 $5.02M 0.11% +24 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: 13,029 shares; 2025Q3: 11,908 shares; 2025Q4: 15,991 shares; 2026Q1: 15,962 shares; 2026Q2: 88,697 shares 88,697 $5.01M 0.11% +72,735 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: 1,724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,779 shares; 2025Q4: 1,910 shares; 2026Q1: 2,274 shares; 2026Q2: 31,039 shares 31,039 $4.92M 0.11% +28,765 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,461 shares; 2024Q4: 26,402 shares; 2025Q1: 45,208 shares; 2025Q2: 27,780 shares; 2025Q3: 27,061 shares; 2025Q4: 28,008 shares; 2026Q1: 62,043 shares; 2026Q2: 63,866 shares 63,866 $4.9M 0.1% +1,823 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: 5,071 shares; 2024Q4: 7,119 shares; 2025Q1: 5,768 shares; 2025Q2: 6,202 shares; 2025Q3: 7,730 shares; 2025Q4: 9,875 shares; 2026Q1: 13,502 shares; 2026Q2: 16,217 shares 16,217 $4.83M 0.1% +2,715 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: 3,241 shares; 2024Q4: 6,205 shares; 2025Q1: 11,257 shares; 2025Q2: 13,754 shares; 2025Q3: 20,615 shares; 2025Q4: 27,996 shares; 2026Q1: 29,420 shares; 2026Q2: 35,397 shares 35,397 $4.79M 0.1% +5,977 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,908 shares; 2024Q4: 11,556 shares; 2025Q1: 12,016 shares; 2025Q2: 12,595 shares; 2025Q3: 9,803 shares; 2025Q4: 13,765 shares; 2026Q1: 17,487 shares; 2026Q2: 22,754 shares 22,754 $4.76M 0.1% +5,267 Timeline AVUS 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: 3,184 shares; 2024Q4: 3,141 shares; 2025Q1: 4,886 shares; 2025Q2: 4,033 shares; 2025Q3: 3,976 shares; 2025Q4: 16,338 shares; 2026Q1: 25,047 shares; 2026Q2: 37,075 shares 37,075 $4.75M 0.1% +12,028 Timeline IWV 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: 12,698 shares; 2025Q4: 12,581 shares; 2026Q1: 11,860 shares; 2026Q2: 11,134 shares 11,134 $4.75M 0.1% -726 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: 15,783 shares; 2025Q2: 21,007 shares; 2025Q3: 36,785 shares; 2025Q4: 52,881 shares; 2026Q1: 92,520 shares; 2026Q2: 117,185 shares 117,185 $4.71M 0.1% +24,665 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: 4,084 shares; 2024Q4: 3,988 shares; 2025Q1: 6,862 shares; 2025Q2: 9,294 shares; 2025Q3: 13,326 shares; 2025Q4: 19,102 shares; 2026Q1: 25,852 shares; 2026Q2: 25,086 shares 25,086 $4.64M 0.1% -766 Timeline DFSD 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: 8,490 shares; 2024Q4: 7,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,568 shares; 2025Q4: 32,461 shares; 2026Q1: 97,554 shares; 2026Q2: 96,593 shares 96,593 $4.61M 0.1% -961 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: 9,682 shares; 2024Q4: 13,907 shares; 2025Q1: 14,856 shares; 2025Q2: 18,547 shares; 2025Q3: 18,962 shares; 2025Q4: 21,921 shares; 2026Q1: 29,030 shares; 2026Q2: 28,952 shares 28,952 $4.58M 0.1% -78 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 122,506 shares; 2026Q2: 131,099 shares 131,099 $4.47M 0.1% +8,593 Timeline ONEY 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: 27,164 shares; 2026Q1: 30,747 shares; 2026Q2: 34,857 shares 34,857 $4.47M 0.1% +4,110 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,886 shares; 2024Q4: 5,910 shares; 2025Q1: 6,675 shares; 2025Q2: 13,653 shares; 2025Q3: 17,954 shares; 2025Q4: 28,758 shares; 2026Q1: 32,930 shares; 2026Q2: 29,306 shares 29,306 $4.44M 0.09% -3,624 Timeline DFAU 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: 8,545 shares; 2025Q3: 66,072 shares; 2025Q4: 67,261 shares; 2026Q1: 82,196 shares; 2026Q2: 85,685 shares 85,685 $4.43M 0.09% +3,489 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 5,756 shares; 2025Q4: 7,002 shares; 2026Q1: 9,636 shares; 2026Q2: 48,985 shares 48,985 $4.31M 0.09% +39,349 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: 3,856 shares; 2024Q4: 3,503 shares; 2025Q1: 5,125 shares; 2025Q2: 4,298 shares; 2025Q3: 4,169 shares; 2025Q4: 13,700 shares; 2026Q1: 39,154 shares; 2026Q2: 47,536 shares 47,536 $4.24M 0.09% +8,382 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,149 shares; 2025Q1: 53,660 shares; 2025Q2: 51,426 shares; 2025Q3: 61,319 shares; 2025Q4: 86,493 shares; 2026Q1: 95,151 shares; 2026Q2: 84,874 shares 84,874 $4.21M 0.09% -10,277 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: 870 shares; 2024Q4: 2,580 shares; 2025Q1: 1,574 shares; 2025Q2: 4,670 shares; 2025Q3: 4,790 shares; 2025Q4: 7,637 shares; 2026Q1: 7,778 shares; 2026Q2: 8,198 shares 8,198 $4.18M 0.09% +420 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,487 shares; 2024Q4: 11,385 shares; 2025Q1: 12,793 shares; 2025Q2: 17,149 shares; 2025Q3: 19,553 shares; 2025Q4: 28,694 shares; 2026Q1: 40,620 shares; 2026Q2: 50,524 shares 50,524 $4.18M 0.09% +9,904 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,769 shares; 2025Q3: 9,275 shares; 2025Q4: 15,936 shares; 2026Q1: 24,859 shares; 2026Q2: 25,202 shares 25,202 $4.14M 0.09% +343 Timeline JGRO 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: 4,987 shares; 2025Q3: 3,688 shares; 2025Q4: 2,802 shares; 2026Q1: 4,039 shares; 2026Q2: 41,908 shares 41,908 $4.13M 0.09% +37,869 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,156 shares; 2024Q4: 53,644 shares; 2025Q1: 63,323 shares; 2025Q2: 55,674 shares; 2025Q3: 67,875 shares; 2025Q4: 66,522 shares; 2026Q1: 80,123 shares; 2026Q2: 81,394 shares 81,394 $4.12M 0.09% +1,271 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,265 shares; 2025Q3: 22,753 shares; 2025Q4: 35,416 shares; 2026Q1: 58,079 shares; 2026Q2: 52,631 shares 52,631 $4.06M 0.09% -5,448 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,014 shares; 2026Q1: 160,497 shares; 2026Q2: 180,572 shares 180,572 $4.06M 0.09% +20,075 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: 9,079 shares; 2025Q2: 7,452 shares; 2025Q3: 18,718 shares; 2025Q4: 45,609 shares; 2026Q1: 61,904 shares; 2026Q2: 55,229 shares 55,229 $4.05M 0.09% -6,675 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: 8,601 shares; 2025Q3: 13,214 shares; 2025Q4: 17,704 shares; 2026Q1: 24,800 shares; 2026Q2: 22,914 shares 22,914 $4.04M 0.09% -1,886 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: 9,708 shares; 2024Q4: 12,010 shares; 2025Q1: 13,919 shares; 2025Q2: 15,406 shares; 2025Q3: 15,762 shares; 2025Q4: 37,362 shares; 2026Q1: 47,036 shares; 2026Q2: 45,549 shares 45,549 $4M 0.09% -1,487 Timeline JPIE 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: 157,552 shares; 2025Q3: 104,791 shares; 2025Q4: 108,017 shares; 2026Q1: 83,978 shares; 2026Q2: 85,130 shares 85,130 $3.92M 0.08% +1,152 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: 7,347 shares; 2024Q4: 9,468 shares; 2025Q1: 10,412 shares; 2025Q2: 11,632 shares; 2025Q3: 13,432 shares; 2025Q4: 16,181 shares; 2026Q1: 19,251 shares; 2026Q2: 26,747 shares 26,747 $3.92M 0.08% +7,496 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,257 shares; 2025Q3: 12,563 shares; 2025Q4: 34,996 shares; 2026Q1: 62,636 shares; 2026Q2: 66,876 shares 66,876 $3.89M 0.08% +4,240 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: 4,323 shares; 2024Q4: 59,092 shares; 2025Q1: 79,430 shares; 2025Q2: 77,899 shares; 2025Q3: 75,578 shares; 2025Q4: 98,179 shares; 2026Q1: 83,428 shares; 2026Q2: 85,184 shares 85,184 $3.88M 0.08% +1,756 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,606 shares; 2024Q4: 20,240 shares; 2025Q1: 20,668 shares; 2025Q2: 21,305 shares; 2025Q3: 20,462 shares; 2025Q4: 30,120 shares; 2026Q1: 37,555 shares; 2026Q2: 42,523 shares 42,523 $3.86M 0.08% +4,968 Timeline ACIO 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: not reported; 2025Q3: not reported; 2025Q4: 217,209 shares; 2026Q1: 107,769 shares; 2026Q2: 82,921 shares 82,921 $3.83M 0.08% -24,848 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,181 shares; 2025Q3: 43,803 shares; 2025Q4: 47,900 shares; 2026Q1: 64,856 shares; 2026Q2: 194,334 shares 194,334 $3.81M 0.08% +129,478 Timeline HEFA 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: 28,089 shares; 2025Q2: 39,263 shares; 2025Q3: 40,384 shares; 2025Q4: 61,026 shares; 2026Q1: 66,436 shares; 2026Q2: 81,221 shares 81,221 $3.81M 0.08% +14,785 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 7,137 shares; 2026Q2: 28,549 shares 28,549 $3.8M 0.08% +21,412 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 35,652 shares; 2025Q1: 36,823 shares; 2025Q2: 40,182 shares; 2025Q3: 38,260 shares; 2025Q4: 37,530 shares; 2026Q1: 109,142 shares; 2026Q2: 102,651 shares 102,651 $3.78M 0.08% -6,491 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: 2,140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,519 shares; 2026Q2: 37,457 shares 37,457 $3.78M 0.08% +24,938 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: 25,930 shares; 2025Q1: 27,575 shares; 2025Q2: 46,410 shares; 2025Q3: 47,277 shares; 2025Q4: 57,170 shares; 2026Q1: 62,527 shares; 2026Q2: 64,644 shares 64,644 $3.72M 0.08% +2,117 Timeline FNDF 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: 20,346 shares; 2024Q4: 20,102 shares; 2025Q1: 20,513 shares; 2025Q2: 28,615 shares; 2025Q3: 27,700 shares; 2025Q4: 59,294 shares; 2026Q1: 51,063 shares; 2026Q2: 70,046 shares 70,046 $3.7M 0.08% +18,983 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,850 shares 71,850 $3.64M 0.08% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 3,427 shares; 2025Q1: 6,482 shares; 2025Q2: 5,688 shares; 2025Q3: 4,737 shares; 2025Q4: 6,487 shares; 2026Q1: 12,383 shares; 2026Q2: 16,039 shares 16,039 $3.64M 0.08% +3,656 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,455 shares; 2026Q1: 34,842 shares; 2026Q2: 38,798 shares 38,798 $3.61M 0.08% +3,956 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 1,066 shares; 2025Q2: 1,263 shares; 2025Q3: 1,471 shares; 2025Q4: 2,525 shares; 2026Q1: 3,129 shares; 2026Q2: 4,714 shares 4,714 $3.6M 0.08% +1,585 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: 3,024 shares; 2024Q4: 4,367 shares; 2025Q1: 6,232 shares; 2025Q2: 7,770 shares; 2025Q3: 7,859 shares; 2025Q4: 12,658 shares; 2026Q1: 13,192 shares; 2026Q2: 15,181 shares 15,181 $3.59M 0.08% +1,989 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: 1,030 shares; 2024Q4: 979 shares; 2025Q1: 1,072 shares; 2025Q2: 1,728 shares; 2025Q3: 3,700 shares; 2025Q4: 5,581 shares; 2026Q1: 7,137 shares; 2026Q2: 6,918 shares 6,918 $3.59M 0.08% -219 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: 16,279 shares; 2025Q1: 18,274 shares; 2025Q2: 18,874 shares; 2025Q3: 57,881 shares; 2025Q4: 60,096 shares; 2026Q1: 50,173 shares; 2026Q2: 66,898 shares 66,898 $3.58M 0.08% +16,725 Timeline AVDV 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: 15,852 shares; 2024Q4: 14,845 shares; 2025Q1: 17,399 shares; 2025Q2: 16,414 shares; 2025Q3: 15,601 shares; 2025Q4: 23,120 shares; 2026Q1: 28,463 shares; 2026Q2: 34,348 shares 34,348 $3.54M 0.08% +5,885 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,107 shares; 2024Q4: 105,237 shares; 2025Q1: 96,923 shares; 2025Q2: 91,786 shares; 2025Q3: 91,036 shares; 2025Q4: 90,344 shares; 2026Q1: 96,509 shares; 2026Q2: 96,771 shares 96,771 $3.53M 0.08% +262 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: not reported; 2026Q1: not reported; 2026Q2: 122,050 shares 122,050 $3.49M 0.07% new Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,773 shares; 2026Q2: 43,998 shares 43,998 $3.46M 0.07% +3,225 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,280 shares; 2024Q4: 111,166 shares; 2025Q1: 112,795 shares; 2025Q2: 124,189 shares; 2025Q3: 118,860 shares; 2025Q4: 107,844 shares; 2026Q1: 108,898 shares; 2026Q2: 111,288 shares 111,288 $3.46M 0.07% +2,390 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,465 shares; 2025Q1: 7,037 shares; 2025Q2: 14,164 shares; 2025Q3: 13,547 shares; 2025Q4: 70,835 shares; 2026Q1: 71,047 shares; 2026Q2: 84,194 shares 84,194 $3.42M 0.07% +13,147 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: 590 shares; 2024Q4: 2,513 shares; 2025Q1: 2,811 shares; 2025Q2: 3,102 shares; 2025Q3: 2,975 shares; 2025Q4: 3,392 shares; 2026Q1: 4,645 shares; 2026Q2: 5,367 shares 5,367 $3.4M 0.07% +722 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,761 shares; 2025Q1: 15,711 shares; 2025Q2: 24,210 shares; 2025Q3: 24,210 shares; 2025Q4: 25,232 shares; 2026Q1: 41,034 shares; 2026Q2: 173,869 shares 173,869 $3.39M 0.07% +132,835 Timeline DFSV 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: 7,255 shares; 2025Q1: 9,364 shares; 2025Q2: 9,074 shares; 2025Q3: 8,646 shares; 2025Q4: 33,242 shares; 2026Q1: 76,000 shares; 2026Q2: 87,160 shares 87,160 $3.38M 0.07% +11,160 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,273 shares 32,273 $3.36M 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,956 shares; 2024Q4: 9,461 shares; 2025Q1: 9,297 shares; 2025Q2: 12,431 shares; 2025Q3: 14,008 shares; 2025Q4: 17,127 shares; 2026Q1: 21,894 shares; 2026Q2: 23,720 shares 23,720 $3.32M 0.07% +1,826 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,197 shares; 2026Q2: 41,743 shares 41,743 $3.3M 0.07% +3,546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,175 shares; 2026Q1: 43,458 shares; 2026Q2: 39,671 shares 39,671 $3.3M 0.07% -3,787 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,278 shares; 2025Q1: 6,428 shares; 2025Q2: 7,877 shares; 2025Q3: 23,297 shares; 2025Q4: 29,836 shares; 2026Q1: 27,995 shares; 2026Q2: 34,139 shares 34,139 $3.29M 0.07% +6,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,817 shares; 2026Q1: 27,380 shares; 2026Q2: 27,965 shares 27,965 $3.28M 0.07% +585 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,949 shares; 2025Q4: 63,865 shares; 2026Q1: 60,981 shares; 2026Q2: 61,331 shares 61,331 $3.27M 0.07% +350 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: 12,995 shares; 2024Q4: 17,421 shares; 2025Q1: 18,418 shares; 2025Q2: 17,497 shares; 2025Q3: 32,445 shares; 2025Q4: 50,482 shares; 2026Q1: 52,922 shares; 2026Q2: 53,348 shares 53,348 $3.22M 0.07% +426 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 504 shares; 2025Q1: 2,559 shares; 2025Q2: 3,000 shares; 2025Q3: 2,990 shares; 2025Q4: 3,070 shares; 2026Q1: 2,831 shares; 2026Q2: 6,995 shares 6,995 $3.21M 0.07% +4,164 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: 40,853 shares; 2024Q4: 42,940 shares; 2025Q1: 45,408 shares; 2025Q2: 45,950 shares; 2025Q3: 7,603 shares; 2025Q4: 9,184 shares; 2026Q1: 7,865 shares; 2026Q2: 8,866 shares 8,866 $3.21M 0.07% +1,001 Timeline ITAN EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,748 shares; 2026Q2: 75,024 shares 75,024 $3.14M 0.07% +5,276 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,031 shares; 2025Q2: 16,113 shares; 2025Q3: 9,879 shares; 2025Q4: 11,994 shares; 2026Q1: 29,082 shares; 2026Q2: 46,133 shares 46,133 $3.14M 0.07% +17,051 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,920 shares; 2024Q4: 51,755 shares; 2025Q1: 53,974 shares; 2025Q2: 91,488 shares; 2025Q3: 86,522 shares; 2025Q4: 145,380 shares; 2026Q1: 153,525 shares; 2026Q2: 151,032 shares 151,032 $3.13M 0.07% -2,493 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: not reported; 2024Q4: not reported; 2025Q1: 31,181 shares; 2025Q2: 47,311 shares; 2025Q3: 56,078 shares; 2025Q4: 55,254 shares; 2026Q1: 81,229 shares; 2026Q2: 84,831 shares 84,831 $3.13M 0.07% +3,602 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,108 shares; 2024Q4: 6,783 shares; 2025Q1: 16,201 shares; 2025Q2: 23,114 shares; 2025Q3: 32,154 shares; 2025Q4: 51,488 shares; 2026Q1: 25,915 shares; 2026Q2: 32,299 shares 32,299 $3.11M 0.07% +6,384 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: 1,854 shares; 2024Q4: 2,599 shares; 2025Q1: 9,484 shares; 2025Q2: 9,763 shares; 2025Q3: 9,979 shares; 2025Q4: 17,908 shares; 2026Q1: 21,083 shares; 2026Q2: 28,898 shares 28,898 $3.11M 0.07% +7,815 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: 1,865 shares; 2024Q4: 2,358 shares; 2025Q1: 3,257 shares; 2025Q2: 4,246 shares; 2025Q3: 5,075 shares; 2025Q4: 7,402 shares; 2026Q1: 8,133 shares; 2026Q2: 9,178 shares 9,178 $3.1M 0.07% +1,045 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,153 shares 18,153 $3.1M 0.07% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,569 shares; 2026Q1: 32,637 shares; 2026Q2: 32,639 shares 32,639 $3.08M 0.07% +2 Timeline CMF 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: 31,756 shares; 2025Q4: 34,150 shares; 2026Q1: 38,868 shares; 2026Q2: 53,463 shares 53,463 $3.08M 0.07% +14,595 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,736 shares; 2026Q2: 25,568 shares 25,568 $3.05M 0.07% +4,832 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,442 shares; 2026Q1: 28,600 shares; 2026Q2: 59,802 shares 59,802 $3.04M 0.06% +31,202 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,138 shares; 2024Q4: 15,792 shares; 2025Q1: 15,476 shares; 2025Q2: 18,567 shares; 2025Q3: 18,867 shares; 2025Q4: 24,271 shares; 2026Q1: 26,140 shares; 2026Q2: 28,972 shares 28,972 $3.01M 0.06% +2,832 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,796 shares; 2025Q1: 3,128 shares; 2025Q2: 3,846 shares; 2025Q3: 8,111 shares; 2025Q4: 8,677 shares; 2026Q1: 11,619 shares; 2026Q2: 13,261 shares 13,261 $3.01M 0.06% +1,642 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 3,926 shares; 2025Q1: 5,108 shares; 2025Q2: 6,385 shares; 2025Q3: 8,026 shares; 2025Q4: 12,669 shares; 2026Q1: 11,083 shares; 2026Q2: 13,702 shares 13,702 $2.99M 0.06% +2,619 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,587 shares; 2026Q2: 160,566 shares 160,566 $2.98M 0.06% +147,979 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,301 shares; 2026Q1: 10,301 shares; 2026Q2: 179,007 shares 179,007 $2.98M 0.06% +168,706 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,754 shares; 2026Q2: 68,368 shares 68,368 $2.95M 0.06% +6,614 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: 13,657 shares; 2024Q4: 13,981 shares; 2025Q1: 14,650 shares; 2025Q2: 14,814 shares; 2025Q3: 15,746 shares; 2025Q4: 16,786 shares; 2026Q1: 16,648 shares; 2026Q2: 17,286 shares 17,286 $2.94M 0.06% +638 Timeline SCHP 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: 9,619 shares; 2024Q4: 27,120 shares; 2025Q1: 13,115 shares; 2025Q2: 13,882 shares; 2025Q3: 20,327 shares; 2025Q4: 123,761 shares; 2026Q1: 117,355 shares; 2026Q2: 110,536 shares 110,536 $2.93M 0.06% -6,819 Timeline SDY 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: 19,001 shares; 2026Q1: 20,166 shares; 2026Q2: 19,233 shares 19,233 $2.93M 0.06% -933 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: 30,888 shares; 2024Q4: 63,802 shares; 2025Q1: 66,609 shares; 2025Q2: 70,851 shares; 2025Q3: 80,492 shares; 2025Q4: 82,430 shares; 2026Q1: 84,498 shares; 2026Q2: 80,834 shares 80,834 $2.92M 0.06% -3,664 Timeline JIVE 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: not reported; 2026Q1: not reported; 2026Q2: 31,706 shares 31,706 $2.92M 0.06% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,935 shares; 2026Q2: 142,531 shares 142,531 $2.9M 0.06% +124,596 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,932 shares 176,932 $2.9M 0.06% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,206 shares 141,206 $2.9M 0.06% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,118 shares 136,118 $2.87M 0.06% new Timeline CAIE 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: 9,366 shares; 2026Q1: 58,489 shares; 2026Q2: 105,307 shares 105,307 $2.87M 0.06% +46,818 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,542 shares; 2025Q2: 2,172 shares; 2025Q3: 6,268 shares; 2025Q4: 7,149 shares; 2026Q1: 8,506 shares; 2026Q2: 8,046 shares 8,046 $2.85M 0.06% -460 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137,380 shares 137,380 $2.84M 0.06% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,940 shares; 2026Q1: 67,796 shares; 2026Q2: 61,334 shares 61,334 $2.8M 0.06% -6,462 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136,922 shares 136,922 $2.8M 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,654 shares; 2024Q4: 15,367 shares; 2025Q1: 17,221 shares; 2025Q2: 17,334 shares; 2025Q3: 16,882 shares; 2025Q4: 20,515 shares; 2026Q1: 26,074 shares; 2026Q2: 28,946 shares 28,946 $2.79M 0.06% +2,872 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,155 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,574 shares; 2026Q2: 120,235 shares 120,235 $2.78M 0.06% +50,661 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,518 shares; 2024Q4: 19,397 shares; 2025Q1: 20,775 shares; 2025Q2: 26,068 shares; 2025Q3: 27,969 shares; 2025Q4: 32,831 shares; 2026Q1: 37,707 shares; 2026Q2: 29,938 shares 29,938 $2.76M 0.06% -7,769 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,641 shares; 2025Q1: 3,882 shares; 2025Q2: 4,368 shares; 2025Q3: 4,469 shares; 2025Q4: 5,263 shares; 2026Q1: 5,879 shares; 2026Q2: 7,353 shares 7,353 $2.76M 0.06% +1,474 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,807 shares; 2024Q4: 5,836 shares; 2025Q1: 21,442 shares; 2025Q2: 15,434 shares; 2025Q3: 10,885 shares; 2025Q4: 10,363 shares; 2026Q1: 20,388 shares; 2026Q2: 36,018 shares 36,018 $2.76M 0.06% +15,630 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,310 shares; 2024Q4: 74,461 shares; 2025Q1: 71,712 shares; 2025Q2: 75,030 shares; 2025Q3: 80,892 shares; 2025Q4: 81,192 shares; 2026Q1: 91,249 shares; 2026Q2: 252,428 shares 252,428 $2.75M 0.06% +161,179 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: 6,810 shares; 2025Q3: 35,138 shares; 2025Q4: 34,649 shares; 2026Q1: 45,167 shares; 2026Q2: 35,983 shares 35,983 $2.72M 0.06% -9,184 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: 1,811 shares; 2024Q4: 2,027 shares; 2025Q1: 2,158 shares; 2025Q2: 2,211 shares; 2025Q3: 5,526 shares; 2025Q4: 8,769 shares; 2026Q1: 9,532 shares; 2026Q2: 10,011 shares 10,011 $2.72M 0.06% +479 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,543 shares; 2025Q1: 47,275 shares; 2025Q2: 45,953 shares; 2025Q3: 70,389 shares; 2025Q4: 81,022 shares; 2026Q1: 90,514 shares; 2026Q2: 102,406 shares 102,406 $2.72M 0.06% +11,892 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: 1,283 shares; 2024Q4: 1,387 shares; 2025Q1: 3,381 shares; 2025Q2: 4,129 shares; 2025Q3: 5,277 shares; 2025Q4: 6,173 shares; 2026Q1: 10,151 shares; 2026Q2: 11,076 shares 11,076 $2.69M 0.06% +925 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 5,403 shares; 2025Q1: 5,320 shares; 2025Q2: 15,828 shares; 2025Q3: 19,784 shares; 2025Q4: 37,169 shares; 2026Q1: 37,997 shares; 2026Q2: 42,754 shares 42,754 $2.69M 0.06% +4,757 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 80,194 shares; 2026Q2: 86,264 shares 86,264 $2.69M 0.06% +6,070 Timeline FTEC 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: 7,167 shares; 2024Q4: 7,557 shares; 2025Q1: 6,991 shares; 2025Q2: 12,096 shares; 2025Q3: 11,385 shares; 2025Q4: 10,465 shares; 2026Q1: 9,610 shares; 2026Q2: 9,407 shares 9,407 $2.69M 0.06% -203 Timeline AVLV 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: not reported; 2024Q4: not reported; 2025Q1: 6,518 shares; 2025Q2: 6,342 shares; 2025Q3: 6,787 shares; 2025Q4: 8,224 shares; 2026Q1: 12,987 shares; 2026Q2: 29,409 shares 29,409 $2.68M 0.06% +16,422 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: not reported; 2026Q1: not reported; 2026Q2: 82,503 shares 82,503 $2.68M 0.06% new Timeline SLYV 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: 6,358 shares; 2026Q1: 26,633 shares; 2026Q2: 24,002 shares 24,002 $2.62M 0.06% -2,631 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,699 shares; 2025Q4: 48,965 shares; 2026Q1: 57,384 shares; 2026Q2: 64,910 shares 64,910 $2.61M 0.06% +7,526 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,981 shares; 2025Q2: 3,811 shares; 2025Q3: 4,393 shares; 2025Q4: 4,475 shares; 2026Q1: 4,656 shares; 2026Q2: 6,360 shares 6,360 $2.6M 0.06% +1,704 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 6,843 shares; 2025Q4: 6,930 shares; 2026Q1: 3,996 shares; 2026Q2: 1,143 shares 1,143 $2.6M 0.06% -2,853 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,240 shares; 2024Q4: 15,467 shares; 2025Q1: 16,342 shares; 2025Q2: 18,492 shares; 2025Q3: 31,822 shares; 2025Q4: 37,883 shares; 2026Q1: 32,797 shares; 2026Q2: 36,100 shares 36,100 $2.6M 0.06% +3,303 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,231 shares; 2025Q2: 48,549 shares; 2025Q3: 46,997 shares; 2025Q4: 47,213 shares; 2026Q1: 48,321 shares; 2026Q2: 48,765 shares 48,765 $2.56M 0.05% +444 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 65,168 shares; 2026Q1: 66,953 shares; 2026Q2: 60,490 shares 60,490 $2.55M 0.05% -6,463 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: 4,925 shares; 2024Q4: 4,980 shares; 2025Q1: 5,881 shares; 2025Q2: 5,394 shares; 2025Q3: 7,612 shares; 2025Q4: 8,264 shares; 2026Q1: 10,072 shares; 2026Q2: 8,438 shares 8,438 $2.54M 0.05% -1,634 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,818 shares 36,818 $2.53M 0.05% new Timeline IEV 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: 40,089 shares; 2026Q1: 40,685 shares; 2026Q2: 34,709 shares 34,709 $2.53M 0.05% -5,976 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,227 shares; 2024Q4: 8,976 shares; 2025Q1: 8,692 shares; 2025Q2: 20,163 shares; 2025Q3: 25,218 shares; 2025Q4: 22,380 shares; 2026Q1: 28,342 shares; 2026Q2: 28,217 shares 28,217 $2.51M 0.05% -125 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,737 shares; 2024Q4: 7,255 shares; 2025Q1: 5,070 shares; 2025Q2: 10,140 shares; 2025Q3: 14,347 shares; 2025Q4: 16,843 shares; 2026Q1: 18,247 shares; 2026Q2: 22,924 shares 22,924 $2.5M 0.05% +4,677 Timeline VNQ 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: 3,870 shares; 2024Q4: 4,782 shares; 2025Q1: 7,307 shares; 2025Q2: 8,153 shares; 2025Q3: 10,335 shares; 2025Q4: 28,276 shares; 2026Q1: 27,473 shares; 2026Q2: 25,838 shares 25,838 $2.49M 0.05% -1,635 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 389 shares; 2025Q1: 1,036 shares; 2025Q2: 1,472 shares; 2025Q3: 1,619 shares; 2025Q4: 2,750 shares; 2026Q1: 2,928 shares; 2026Q2: 2,580 shares 2,580 $2.48M 0.05% -348 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 3,185 shares; 2025Q4: 3,447 shares; 2026Q1: 3,974 shares; 2026Q2: 3,852 shares 3,852 $2.46M 0.05% -122 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,179 shares; 2024Q4: 6,012 shares; 2025Q1: 8,369 shares; 2025Q2: 12,293 shares; 2025Q3: 15,142 shares; 2025Q4: 19,254 shares; 2026Q1: 19,427 shares; 2026Q2: 20,882 shares 20,882 $2.46M 0.05% +1,455 Timeline DCOR 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: 9,251 shares; 2025Q4: 9,250 shares; 2026Q1: 15,899 shares; 2026Q2: 29,749 shares 29,749 $2.44M 0.05% +13,850 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 621 shares; 2025Q4: 840 shares; 2026Q1: 1,037 shares; 2026Q2: 6,217 shares 6,217 $2.42M 0.05% +5,180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,217 shares; 2026Q1: 19,771 shares; 2026Q2: 34,582 shares 34,582 $2.42M 0.05% +14,811 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 579 shares; 2025Q4: 864 shares; 2026Q1: 761 shares; 2026Q2: 2,318 shares 2,318 $2.42M 0.05% +1,557 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: not reported; 2025Q3: not reported; 2025Q4: 42,822 shares; 2026Q1: 49,911 shares; 2026Q2: 57,575 shares 57,575 $2.41M 0.05% +7,664 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: not reported; 2024Q4: 2,745 shares; 2025Q1: 3,551 shares; 2025Q2: 5,562 shares; 2025Q3: 6,109 shares; 2025Q4: 6,549 shares; 2026Q1: 10,039 shares; 2026Q2: 12,152 shares 12,152 $2.4M 0.05% +2,113 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 4,475 shares; 2025Q1: 5,712 shares; 2025Q2: 7,017 shares; 2025Q3: 10,447 shares; 2025Q4: 11,971 shares; 2026Q1: 23,799 shares; 2026Q2: 23,487 shares 23,487 $2.4M 0.05% -312 Timeline ANGL 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: 64,856 shares; 2025Q1: 71,631 shares; 2025Q2: 71,350 shares; 2025Q3: 71,682 shares; 2025Q4: 72,526 shares; 2026Q1: 83,493 shares; 2026Q2: 81,979 shares 81,979 $2.4M 0.05% -1,514 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 5,379 shares; 2025Q1: 5,901 shares; 2025Q2: 6,828 shares; 2025Q3: 7,619 shares; 2025Q4: 9,536 shares; 2026Q1: 10,777 shares; 2026Q2: 10,682 shares 10,682 $2.38M 0.05% -95 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,613 shares; 2025Q2: 10,337 shares; 2025Q3: 4,015 shares; 2025Q4: 4,120 shares; 2026Q1: 8,861 shares; 2026Q2: 23,741 shares 23,741 $2.38M 0.05% +14,880 Timeline RDVY 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: 13,585 shares; 2024Q4: 13,885 shares; 2025Q1: 17,308 shares; 2025Q2: 18,053 shares; 2025Q3: 20,404 shares; 2025Q4: 27,430 shares; 2026Q1: 28,664 shares; 2026Q2: 29,146 shares 29,146 $2.36M 0.05% +482 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: not reported; 2024Q4: 6,035 shares; 2025Q1: 15,722 shares; 2025Q2: 15,645 shares; 2025Q3: 17,649 shares; 2025Q4: 21,556 shares; 2026Q1: 25,834 shares; 2026Q2: 28,125 shares 28,125 $2.36M 0.05% +2,291 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 8,747 shares; 2025Q4: 10,823 shares; 2026Q1: 11,765 shares; 2026Q2: 54,570 shares 54,570 $2.35M 0.05% +42,805 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,404 shares; 2024Q4: 22,477 shares; 2025Q1: 20,016 shares; 2025Q2: 20,418 shares; 2025Q3: 20,665 shares; 2025Q4: 22,439 shares; 2026Q1: 16,450 shares; 2026Q2: 17,252 shares 17,252 $2.34M 0.05% +802 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661 shares; 2024Q4: 755 shares; 2025Q1: 1,072 shares; 2025Q2: 1,418 shares; 2025Q3: 1,779 shares; 2025Q4: 2,044 shares; 2026Q1: 2,245 shares; 2026Q2: 2,381 shares 2,381 $2.33M 0.05% +136 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 14,104 shares; 2026Q2: 61,338 shares 61,338 $2.33M 0.05% +47,234 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,084 shares 21,084 $2.31M 0.05% new 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: not reported; 2024Q4: 5,847 shares; 2025Q1: 6,966 shares; 2025Q2: 5,700 shares; 2025Q3: 10,632 shares; 2025Q4: 20,377 shares; 2026Q1: 75,370 shares; 2026Q2: 54,010 shares 54,010 $2.29M 0.05% -21,360 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,419 shares; 2026Q2: 19,310 shares 19,310 $2.26M 0.05% +5,891 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,790 shares; 2024Q4: 21,081 shares; 2025Q1: 36,851 shares; 2025Q2: 35,300 shares; 2025Q3: 35,661 shares; 2025Q4: 34,426 shares; 2026Q1: 38,425 shares; 2026Q2: 36,335 shares 36,335 $2.26M 0.05% -2,090 Timeline LODE COMSTOCK INC More: the full row for COMSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325,010 shares; 2025Q2: 406,680 shares; 2025Q3: 462,280 shares; 2025Q4: 467,615 shares; 2026Q1: 512,565 shares; 2026Q2: 538,265 shares 538,265 $2.24M 0.05% +25,700 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 3,713 shares; 2025Q4: 3,299 shares; 2026Q1: 16,153 shares; 2026Q2: 14,510 shares 14,510 $2.24M 0.05% -1,643 Timeline DFEM 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: 124,422 shares; 2024Q4: 95,820 shares; 2025Q1: 68,271 shares; 2025Q2: 45,182 shares; 2025Q3: 34,566 shares; 2025Q4: 48,562 shares; 2026Q1: 52,182 shares; 2026Q2: 55,064 shares 55,064 $2.24M 0.05% +2,882 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: 4,412 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,471 shares; 2025Q4: 7,988 shares; 2026Q1: 8,875 shares; 2026Q2: 8,745 shares 8,745 $2.23M 0.05% -130 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,307 shares; 2025Q2: 16,987 shares; 2025Q3: 18,775 shares; 2025Q4: 21,380 shares; 2026Q1: 22,564 shares; 2026Q2: 23,900 shares 23,900 $2.23M 0.05% +1,336 Timeline JPLD 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: 33,559 shares; 2026Q1: 37,880 shares; 2026Q2: 42,564 shares 42,564 $2.22M 0.05% +4,684 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,281 shares; 2025Q3: 6,209 shares; 2025Q4: 8,305 shares; 2026Q1: 10,663 shares; 2026Q2: 12,828 shares 12,828 $2.18M 0.05% +2,165 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 508 shares; 2025Q4: 663 shares; 2026Q1: 895 shares; 2026Q2: 1,094 shares 1,094 $2.18M 0.05% +199 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: 3,154 shares; 2024Q4: 2,441 shares; 2025Q1: 4,553 shares; 2025Q2: 5,412 shares; 2025Q3: 4,663 shares; 2025Q4: 5,807 shares; 2026Q1: 7,337 shares; 2026Q2: 9,959 shares 9,959 $2.16M 0.05% +2,622 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,672 shares; 2024Q4: 18,769 shares; 2025Q1: 20,457 shares; 2025Q2: 25,919 shares; 2025Q3: 37,737 shares; 2025Q4: 52,264 shares; 2026Q1: 62,891 shares; 2026Q2: 67,066 shares 67,066 $2.14M 0.05% +4,175 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,341 shares; 2026Q1: 2,188 shares; 2026Q2: 2,215 shares 2,215 $2.14M 0.05% +27 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,284 shares; 2024Q4: 5,099 shares; 2025Q1: 5,480 shares; 2025Q2: 6,138 shares; 2025Q3: 8,223 shares; 2025Q4: 13,533 shares; 2026Q1: 13,407 shares; 2026Q2: 15,606 shares 15,606 $2.13M 0.05% +2,199 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: 5,443 shares; 2025Q3: not reported; 2025Q4: 22,992 shares; 2026Q1: 41,441 shares; 2026Q2: 40,780 shares 40,780 $2.13M 0.05% -661 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 12,982 shares; 2025Q3: 13,697 shares; 2025Q4: 24,058 shares; 2026Q1: 24,029 shares; 2026Q2: 26,580 shares 26,580 $2.13M 0.05% +2,551 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,249 shares; 2024Q4: 3,398 shares; 2025Q1: 3,800 shares; 2025Q2: 5,687 shares; 2025Q3: 7,387 shares; 2025Q4: 11,706 shares; 2026Q1: 14,766 shares; 2026Q2: 16,732 shares 16,732 $2.12M 0.05% +1,966 Timeline FENI 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: 6,885 shares; 2025Q3: 6,745 shares; 2025Q4: 55,395 shares; 2026Q1: 49,014 shares; 2026Q2: 52,509 shares 52,509 $2.11M 0.05% +3,495 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,287 shares; 2025Q4: 4,027 shares; 2026Q1: 36,302 shares; 2026Q2: 40,837 shares 40,837 $2.1M 0.05% +4,535 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,201 shares; 2025Q1: 7,781 shares; 2025Q2: 9,328 shares; 2025Q3: 10,067 shares; 2025Q4: 11,567 shares; 2026Q1: 11,436 shares; 2026Q2: 13,331 shares 13,331 $2.09M 0.04% +1,895 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,740 shares; 2025Q3: 26,114 shares; 2025Q4: 25,230 shares; 2026Q1: 25,524 shares; 2026Q2: 28,600 shares 28,600 $2.09M 0.04% +3,076 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: 11,541 shares; 2024Q4: 2,645 shares; 2025Q1: 2,980 shares; 2025Q2: 6,613 shares; 2025Q3: 7,026 shares; 2025Q4: 14,460 shares; 2026Q1: 15,512 shares; 2026Q2: 14,329 shares 14,329 $2.05M 0.04% -1,183 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: 1,064 shares; 2025Q3: 1,317 shares; 2025Q4: 3,685 shares; 2026Q1: 2,787 shares; 2026Q2: 2,813 shares 2,813 $2.03M 0.04% +26 Timeline NANR 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: 26,419 shares; 2026Q1: 25,924 shares; 2026Q2: 26,809 shares 26,809 $2.02M 0.04% +885 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,171 shares; 2025Q3: 2,897 shares; 2025Q4: 4,230 shares; 2026Q1: 4,299 shares; 2026Q2: 6,790 shares 6,790 $2.02M 0.04% +2,491 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,915 shares; 2024Q4: 3,625 shares; 2025Q1: 3,805 shares; 2025Q2: 4,858 shares; 2025Q3: 4,921 shares; 2025Q4: 5,517 shares; 2026Q1: 6,384 shares; 2026Q2: 8,041 shares 8,041 $2M 0.04% +1,657 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,227 shares; 2025Q1: 3,059 shares; 2025Q2: 4,323 shares; 2025Q3: 4,216 shares; 2025Q4: 7,541 shares; 2026Q1: 9,052 shares; 2026Q2: 8,917 shares 8,917 $2M 0.04% -135 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 4,261 shares; 2025Q1: 1,367 shares; 2025Q2: 1,651 shares; 2025Q3: 1,524 shares; 2025Q4: 2,092 shares; 2026Q1: 2,961 shares; 2026Q2: 3,110 shares 3,110 $1.99M 0.04% +149 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,940 shares; 2024Q4: 2,778 shares; 2025Q1: 2,965 shares; 2025Q2: 1,731 shares; 2025Q3: 2,002 shares; 2025Q4: 53,515 shares; 2026Q1: 50,390 shares; 2026Q2: 12,526 shares 12,526 $1.99M 0.04% -37,864 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,632 shares; 2025Q4: 10,727 shares; 2026Q1: 24,854 shares; 2026Q2: 37,361 shares 37,361 $1.99M 0.04% +12,507 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61,669 shares 61,669 $1.96M 0.04% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,826 shares; 2025Q2: 3,825 shares; 2025Q3: 7,888 shares; 2025Q4: 8,231 shares; 2026Q1: 8,182 shares; 2026Q2: 9,697 shares 9,697 $1.94M 0.04% +1,515 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,930 shares; 2025Q1: 5,072 shares; 2025Q2: 12,272 shares; 2025Q3: 15,989 shares; 2025Q4: 15,029 shares; 2026Q1: 24,392 shares; 2026Q2: 25,988 shares 25,988 $1.93M 0.04% +1,596 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,336 shares; 2025Q1: 2,925 shares; 2025Q2: 4,595 shares; 2025Q3: 5,590 shares; 2025Q4: 8,806 shares; 2026Q1: 11,402 shares; 2026Q2: 15,259 shares 15,259 $1.93M 0.04% +3,857 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,241 shares; 2026Q1: 36,192 shares; 2026Q2: 36,152 shares 36,152 $1.93M 0.04% -40 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 2,863 shares; 2025Q2: 4,072 shares; 2025Q3: 4,928 shares; 2025Q4: 5,827 shares; 2026Q1: 6,897 shares; 2026Q2: 7,284 shares 7,284 $1.9M 0.04% +387 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: 3,412 shares; 2024Q4: 6,746 shares; 2025Q1: 6,517 shares; 2025Q2: 6,854 shares; 2025Q3: 6,790 shares; 2025Q4: 11,543 shares; 2026Q1: 13,196 shares; 2026Q2: 13,227 shares 13,227 $1.88M 0.04% +31 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: 2,060 shares; 2024Q4: 2,283 shares; 2025Q1: 3,101 shares; 2025Q2: 5,209 shares; 2025Q3: 6,853 shares; 2025Q4: 12,370 shares; 2026Q1: 13,029 shares; 2026Q2: 8,498 shares 8,498 $1.87M 0.04% -4,531 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,709 shares; 2026Q2: 35,474 shares 35,474 $1.87M 0.04% +13,765 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 31,048 shares; 2026Q1: 34,657 shares; 2026Q2: 33,365 shares 33,365 $1.87M 0.04% -1,292 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 7,764 shares; 2026Q2: 10,291 shares 10,291 $1.86M 0.04% +2,527 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 9,992 shares; 2026Q1: 10,160 shares; 2026Q2: 10,695 shares 10,695 $1.86M 0.04% +535 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: not reported; 2024Q4: not reported; 2025Q1: 2,595 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,267 shares; 2026Q1: 26,993 shares; 2026Q2: 22,488 shares 22,488 $1.85M 0.04% -4,505 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: not reported; 2024Q4: not reported; 2025Q1: 5,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,029 shares; 2026Q1: 16,189 shares; 2026Q2: 22,951 shares 22,951 $1.84M 0.04% +6,762 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,689 shares; 2025Q1: 2,241 shares; 2025Q2: 2,656 shares; 2025Q3: 4,327 shares; 2025Q4: 4,812 shares; 2026Q1: 11,937 shares; 2026Q2: 16,071 shares 16,071 $1.84M 0.04% +4,134 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,351 shares; 2025Q3: 8,965 shares; 2025Q4: 30,872 shares; 2026Q1: 35,930 shares; 2026Q2: 30,348 shares 30,348 $1.83M 0.04% -5,582 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,152 shares; 2025Q3: 4,826 shares; 2025Q4: 71,234 shares; 2026Q1: 5,795 shares; 2026Q2: 23,046 shares 23,046 $1.83M 0.04% +17,251 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,836 shares; 2025Q1: 45,356 shares; 2025Q2: 91,300 shares; 2025Q3: 67,432 shares; 2025Q4: 75,145 shares; 2026Q1: 88,824 shares; 2026Q2: 98,491 shares 98,491 $1.83M 0.04% +9,667 Timeline STIP 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: 5,645 shares; 2025Q1: 5,818 shares; 2025Q2: 6,333 shares; 2025Q3: 8,055 shares; 2025Q4: 9,140 shares; 2026Q1: 9,530 shares; 2026Q2: 17,833 shares 17,833 $1.82M 0.04% +8,303 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: not reported; 2024Q4: 3,522 shares; 2025Q1: 2,659 shares; 2025Q2: 4,240 shares; 2025Q3: 4,048 shares; 2025Q4: 24,310 shares; 2026Q1: 25,815 shares; 2026Q2: 17,501 shares 17,501 $1.82M 0.04% -8,314 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,422 shares; 2025Q4: 2,510 shares; 2026Q1: 3,248 shares; 2026Q2: 4,577 shares 4,577 $1.82M 0.04% +1,329 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,543 shares; 2025Q1: 10,786 shares; 2025Q2: 21,899 shares; 2025Q3: 25,297 shares; 2025Q4: 30,907 shares; 2026Q1: 31,282 shares; 2026Q2: 32,605 shares 32,605 $1.81M 0.04% +1,323 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: 7,513 shares; 2024Q4: 10,300 shares; 2025Q1: 11,377 shares; 2025Q2: 27,334 shares; 2025Q3: 25,609 shares; 2025Q4: 26,446 shares; 2026Q1: 26,788 shares; 2026Q2: 38,131 shares 38,131 $1.81M 0.04% +11,343 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,012 shares; 2026Q2: 35,003 shares 35,003 $1.79M 0.04% +27,991 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: 2,740 shares; 2024Q4: 13,202 shares; 2025Q1: 9,317 shares; 2025Q2: 12,864 shares; 2025Q3: 17,382 shares; 2025Q4: 26,534 shares; 2026Q1: 37,978 shares; 2026Q2: 24,718 shares 24,718 $1.78M 0.04% -13,260 Timeline DFGR 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: 13,506 shares; 2025Q2: 42,486 shares; 2025Q3: 43,048 shares; 2025Q4: 46,033 shares; 2026Q1: 54,844 shares; 2026Q2: 61,491 shares 61,491 $1.78M 0.04% +6,647 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 10,182 shares 10,182 $1.77M 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 3,041 shares; 2025Q1: 3,177 shares; 2025Q2: 3,406 shares; 2025Q3: 3,711 shares; 2025Q4: 4,747 shares; 2026Q1: 6,529 shares; 2026Q2: 6,760 shares 6,760 $1.76M 0.04% +231 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,056 shares; 2025Q1: 26,881 shares; 2025Q2: 25,201 shares; 2025Q3: 23,441 shares; 2025Q4: 20,931 shares; 2026Q1: 21,029 shares; 2026Q2: 18,819 shares 18,819 $1.76M 0.04% -2,210 Timeline FVD 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: 24,903 shares; 2024Q4: 25,605 shares; 2025Q1: 27,980 shares; 2025Q2: 32,418 shares; 2025Q3: 36,913 shares; 2025Q4: 35,989 shares; 2026Q1: 36,423 shares; 2026Q2: 36,288 shares 36,288 $1.75M 0.04% -135 Timeline VGLT 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: 5,132 shares; 2024Q4: 19,798 shares; 2025Q1: 16,083 shares; 2025Q2: 28,311 shares; 2025Q3: 31,117 shares; 2025Q4: 29,650 shares; 2026Q1: 28,134 shares; 2026Q2: 30,893 shares 30,893 $1.7M 0.04% +2,759 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: not reported; 2024Q4: 7,860 shares; 2025Q1: 7,646 shares; 2025Q2: 7,556 shares; 2025Q3: 7,413 shares; 2025Q4: 7,372 shares; 2026Q1: 5,829 shares; 2026Q2: 5,816 shares 5,816 $1.69M 0.04% -13 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 67,321 shares; 2026Q2: 68,154 shares 68,154 $1.69M 0.04% +833 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: 2,404 shares; 2024Q4: 3,070 shares; 2025Q1: 3,155 shares; 2025Q2: 6,838 shares; 2025Q3: 9,281 shares; 2025Q4: 11,773 shares; 2026Q1: 12,913 shares; 2026Q2: 17,514 shares 17,514 $1.68M 0.04% +4,601 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,393 shares; 2024Q4: 33,493 shares; 2025Q1: 33,322 shares; 2025Q2: 32,168 shares; 2025Q3: 31,778 shares; 2025Q4: 31,550 shares; 2026Q1: 35,445 shares; 2026Q2: 36,717 shares 36,717 $1.67M 0.04% +1,272 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: not reported; 2024Q4: not reported; 2025Q1: 6,452 shares; 2025Q2: 15,804 shares; 2025Q3: 23,253 shares; 2025Q4: 16,139 shares; 2026Q1: 31,638 shares; 2026Q2: 30,395 shares 30,395 $1.66M 0.04% -1,243 Timeline SNPE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,357 shares; 2025Q3: 27,919 shares; 2025Q4: 28,160 shares; 2026Q1: 27,527 shares; 2026Q2: 23,935 shares 23,935 $1.65M 0.04% -3,592 Timeline SCHO 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: 23,138 shares; 2024Q4: 52,016 shares; 2025Q1: 54,941 shares; 2025Q2: 51,707 shares; 2025Q3: 53,950 shares; 2025Q4: 50,751 shares; 2026Q1: 62,784 shares; 2026Q2: 68,058 shares 68,058 $1.64M 0.04% +5,274 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,563 shares; 2025Q4: 2,217 shares; 2026Q1: 2,061 shares; 2026Q2: 2,296 shares 2,296 $1.64M 0.04% +235 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,049 shares; 2025Q3: 4,739 shares; 2025Q4: 6,194 shares; 2026Q1: 10,268 shares; 2026Q2: 10,610 shares 10,610 $1.63M 0.03% +342 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,485 shares; 2025Q1: 12,390 shares; 2025Q2: 14,793 shares; 2025Q3: 18,208 shares; 2025Q4: 19,160 shares; 2026Q1: 19,743 shares; 2026Q2: 20,989 shares 20,989 $1.63M 0.03% +1,246 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,916 shares; 2026Q2: 32,044 shares 32,044 $1.61M 0.03% +5,128 Timeline KOMP 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: 23,349 shares; 2026Q1: 22,365 shares; 2026Q2: 22,393 shares 22,393 $1.6M 0.03% +28 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 7,123 shares; 2025Q1: 12,014 shares; 2025Q2: 26,686 shares; 2025Q3: 48,824 shares; 2025Q4: 33,327 shares; 2026Q1: 34,795 shares; 2026Q2: 33,310 shares 33,310 $1.6M 0.03% -1,485 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL 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: 20,292 shares; 2025Q4: 21,666 shares; 2026Q1: 30,870 shares; 2026Q2: 30,344 shares 30,344 $1.59M 0.03% -526 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,697 shares; 2025Q3: 7,227 shares; 2025Q4: 21,721 shares; 2026Q1: 21,652 shares; 2026Q2: 20,627 shares 20,627 $1.57M 0.03% -1,025 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: 1,198 shares; 2025Q2: 2,244 shares; 2025Q3: 3,782 shares; 2025Q4: 5,336 shares; 2026Q1: 5,120 shares; 2026Q2: 7,778 shares 7,778 $1.56M 0.03% +2,658 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,492 shares; 2025Q2: 5,493 shares; 2025Q3: 7,824 shares; 2025Q4: 9,849 shares; 2026Q1: 13,030 shares; 2026Q2: 15,081 shares 15,081 $1.56M 0.03% +2,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares; 2026Q1: 2,226 shares; 2026Q2: 2,197 shares 2,197 $1.55M 0.03% -29 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 7,533 shares; 2025Q4: 19,459 shares; 2026Q1: 20,083 shares; 2026Q2: 31,155 shares 31,155 $1.54M 0.03% +11,072 Timeline FGD 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: 42,169 shares; 2026Q1: 48,254 shares; 2026Q2: 48,206 shares 48,206 $1.54M 0.03% -48 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,339 shares; 2024Q4: 26,424 shares; 2025Q1: 25,025 shares; 2025Q2: 27,931 shares; 2025Q3: 30,154 shares; 2025Q4: 53,169 shares; 2026Q1: 64,334 shares; 2026Q2: 63,860 shares 63,860 $1.54M 0.03% -474 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 970 shares; 2025Q1: 1,074 shares; 2025Q2: 1,380 shares; 2025Q3: 2,671 shares; 2025Q4: 4,466 shares; 2026Q1: 4,313 shares; 2026Q2: 4,511 shares 4,511 $1.54M 0.03% +198 Timeline OSCV 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: not reported; 2025Q3: not reported; 2025Q4: 161,148 shares; 2026Q1: 49,694 shares; 2026Q2: 36,395 shares 36,395 $1.54M 0.03% -13,299 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,718 shares; 2024Q4: 5,587 shares; 2025Q1: 5,789 shares; 2025Q2: 6,237 shares; 2025Q3: 7,232 shares; 2025Q4: 7,858 shares; 2026Q1: 8,541 shares; 2026Q2: 8,137 shares 8,137 $1.54M 0.03% -404 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,207 shares; 2026Q2: 29,778 shares 29,778 $1.53M 0.03% +12,571 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,672 shares; 2025Q1: 2,390 shares; 2025Q2: 2,917 shares; 2025Q3: 3,090 shares; 2025Q4: 3,529 shares; 2026Q1: 4,740 shares; 2026Q2: 5,246 shares 5,246 $1.52M 0.03% +506 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,490 shares; 2026Q2: 15,809 shares 15,809 $1.52M 0.03% +319 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,644 shares; 2025Q1: 1,965 shares; 2025Q2: 2,120 shares; 2025Q3: 3,107 shares; 2025Q4: 5,630 shares; 2026Q1: 5,937 shares; 2026Q2: 4,826 shares 4,826 $1.52M 0.03% -1,111 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,749 shares; 2024Q4: 33,014 shares; 2025Q1: 32,913 shares; 2025Q2: 32,105 shares; 2025Q3: 31,764 shares; 2025Q4: 29,057 shares; 2026Q1: 25,708 shares; 2026Q2: 26,127 shares 26,127 $1.52M 0.03% +419 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,500 shares; 2025Q1: 2,154 shares; 2025Q2: 2,837 shares; 2025Q3: 2,968 shares; 2025Q4: 5,538 shares; 2026Q1: 6,347 shares; 2026Q2: 5,614 shares 5,614 $1.52M 0.03% -733 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,332 shares; 2025Q4: 13,815 shares; 2026Q1: 14,547 shares; 2026Q2: 15,046 shares 15,046 $1.51M 0.03% +499 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,004 shares; 2025Q3: 51,977 shares; 2025Q4: 62,447 shares; 2026Q1: 65,716 shares; 2026Q2: 73,091 shares 73,091 $1.51M 0.03% +7,375 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: 3,183 shares; 2024Q4: 4,797 shares; 2025Q1: 5,828 shares; 2025Q2: 7,326 shares; 2025Q3: 7,836 shares; 2025Q4: 10,830 shares; 2026Q1: 13,571 shares; 2026Q2: 9,609 shares 9,609 $1.51M 0.03% -3,962 Timeline DGCB 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: 6,397 shares; 2024Q4: 6,671 shares; 2025Q1: 9,446 shares; 2025Q2: 9,620 shares; 2025Q3: 9,663 shares; 2025Q4: 10,469 shares; 2026Q1: 13,253 shares; 2026Q2: 27,411 shares 27,411 $1.5M 0.03% +14,158 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,661 shares; 2024Q4: 29,075 shares; 2025Q1: 27,966 shares; 2025Q2: 27,499 shares; 2025Q3: 28,443 shares; 2025Q4: 30,721 shares; 2026Q1: 13,946 shares; 2026Q2: 21,701 shares 21,701 $1.5M 0.03% +7,755 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 2,526 shares; 2025Q4: 3,049 shares; 2026Q1: 4,204 shares; 2026Q2: 4,681 shares 4,681 $1.47M 0.03% +477 Timeline DVY 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: 3,221 shares; 2025Q1: 5,297 shares; 2025Q2: 5,264 shares; 2025Q3: 5,355 shares; 2025Q4: 6,049 shares; 2026Q1: 8,671 shares; 2026Q2: 9,374 shares 9,374 $1.47M 0.03% +703 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 71 shares; 2025Q1: 75 shares; 2025Q2: 145 shares; 2025Q3: 183 shares; 2025Q4: 319 shares; 2026Q1: 369 shares; 2026Q2: 8,209 shares 8,209 $1.46M 0.03% +7,840 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: 1,424 shares; 2024Q4: 1,466 shares; 2025Q1: 2,157 shares; 2025Q2: 3,708 shares; 2025Q3: 5,104 shares; 2025Q4: 5,270 shares; 2026Q1: 4,851 shares; 2026Q2: 7,126 shares 7,126 $1.46M 0.03% +2,275 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 5,588 shares; 2025Q4: 7,595 shares; 2026Q1: 9,565 shares; 2026Q2: 8,910 shares 8,910 $1.46M 0.03% -655 Timeline SCUS 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: 11,079 shares; 2025Q4: 17,497 shares; 2026Q1: 22,678 shares; 2026Q2: 57,581 shares 57,581 $1.45M 0.03% +34,903 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,412 shares; 2026Q2: 38,486 shares 38,486 $1.45M 0.03% +74 Timeline JUCY 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: not reported; 2025Q3: not reported; 2025Q4: 120,597 shares; 2026Q1: 75,440 shares; 2026Q2: 65,335 shares 65,335 $1.44M 0.03% -10,105 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,377 shares; 2025Q1: 5,559 shares; 2025Q2: 6,871 shares; 2025Q3: 7,836 shares; 2025Q4: 10,645 shares; 2026Q1: 8,016 shares; 2026Q2: 8,560 shares 8,560 $1.44M 0.03% +544 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,145 shares; 2026Q1: 48,461 shares; 2026Q2: 48,580 shares 48,580 $1.43M 0.03% +119 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: not reported; 2024Q4: 1,478 shares; 2025Q1: 1,871 shares; 2025Q2: 2,962 shares; 2025Q3: 3,308 shares; 2025Q4: 3,467 shares; 2026Q1: 3,917 shares; 2026Q2: 4,662 shares 4,662 $1.43M 0.03% +745 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,963 shares; 2025Q1: 5,756 shares; 2025Q2: 7,892 shares; 2025Q3: 8,672 shares; 2025Q4: 11,839 shares; 2026Q1: 12,868 shares; 2026Q2: 13,221 shares 13,221 $1.43M 0.03% +353 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,522 shares; 2024Q4: 7,876 shares; 2025Q1: 6,951 shares; 2025Q2: 6,164 shares; 2025Q3: 6,058 shares; 2025Q4: 6,443 shares; 2026Q1: 17,307 shares; 2026Q2: 17,628 shares 17,628 $1.41M 0.03% +321 Timeline DRSK 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: not reported; 2025Q3: not reported; 2025Q4: 172,440 shares; 2026Q1: 66,051 shares; 2026Q2: 48,709 shares 48,709 $1.4M 0.03% -17,342 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,489 shares; 2024Q4: 9,431 shares; 2025Q1: 10,931 shares; 2025Q2: 14,588 shares; 2025Q3: 16,061 shares; 2025Q4: 29,777 shares; 2026Q1: 24,550 shares; 2026Q2: 17,865 shares 17,865 $1.4M 0.03% -6,685 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,857 shares; 2024Q4: 10,914 shares; 2025Q1: 13,771 shares; 2025Q2: 8,866 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,946 shares; 2026Q2: 61,211 shares 61,211 $1.39M 0.03% +30,265 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,848 shares; 2025Q1: 3,242 shares; 2025Q2: 4,825 shares; 2025Q3: 5,454 shares; 2025Q4: 5,816 shares; 2026Q1: 5,896 shares; 2026Q2: 6,050 shares 6,050 $1.39M 0.03% +154 Timeline VT 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: 3,125 shares; 2024Q4: 3,136 shares; 2025Q1: 3,864 shares; 2025Q2: 3,926 shares; 2025Q3: 3,581 shares; 2025Q4: 4,885 shares; 2026Q1: 10,386 shares; 2026Q2: 8,816 shares 8,816 $1.38M 0.03% -1,570 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,549 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 672 shares; 2026Q2: 2,101 shares 2,101 $1.38M 0.03% +1,429 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: 3,138 shares; 2024Q4: 2,968 shares; 2025Q1: 3,039 shares; 2025Q2: 2,702 shares; 2025Q3: 10,126 shares; 2025Q4: 11,063 shares; 2026Q1: 11,181 shares; 2026Q2: 12,473 shares 12,473 $1.38M 0.03% +1,292 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,662 shares; 2025Q1: 38,617 shares; 2025Q2: 48,641 shares; 2025Q3: 40,154 shares; 2025Q4: 40,209 shares; 2026Q1: 41,193 shares; 2026Q2: 44,794 shares 44,794 $1.37M 0.03% +3,601 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,608 shares; 2024Q4: 1,720 shares; 2025Q1: 4,239 shares; 2025Q2: 3,557 shares; 2025Q3: 3,323 shares; 2025Q4: 2,888 shares; 2026Q1: 2,810 shares; 2026Q2: 5,426 shares 5,426 $1.37M 0.03% +2,616 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares; 2026Q1: 3,563 shares; 2026Q2: 15,073 shares 15,073 $1.37M 0.03% +11,510 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: 1,245 shares; 2025Q1: 1,206 shares; 2025Q2: 1,585 shares; 2025Q3: 1,942 shares; 2025Q4: 2,202 shares; 2026Q1: 2,181 shares; 2026Q2: 2,185 shares 2,185 $1.36M 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,689 shares; 2026Q1: 3,524 shares; 2026Q2: 7,233 shares 7,233 $1.36M 0.03% +3,709 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,938 shares; 2024Q4: 64,549 shares; 2025Q1: 56,129 shares; 2025Q2: 55,882 shares; 2025Q3: 56,002 shares; 2025Q4: 59,540 shares; 2026Q1: 59,874 shares; 2026Q2: 59,858 shares 59,858 $1.36M 0.03% -16 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: 2,495 shares; 2024Q4: 3,170 shares; 2025Q1: 3,790 shares; 2025Q2: 5,772 shares; 2025Q3: 7,349 shares; 2025Q4: 6,322 shares; 2026Q1: 8,386 shares; 2026Q2: 8,370 shares 8,370 $1.36M 0.03% -16 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 4,748 shares; 2025Q4: 5,932 shares; 2026Q1: 9,874 shares; 2026Q2: 24,389 shares 24,389 $1.35M 0.03% +14,515 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,414 shares; 2026Q1: 3,032 shares; 2026Q2: 4,015 shares 4,015 $1.34M 0.03% +983 Timeline DFAW 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: 4,659 shares; 2025Q2: 6,947 shares; 2025Q3: 9,395 shares; 2025Q4: 11,188 shares; 2026Q1: 13,741 shares; 2026Q2: 16,135 shares 16,135 $1.34M 0.03% +2,394 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: 411 shares; 2024Q4: 543 shares; 2025Q1: 921 shares; 2025Q2: 1,080 shares; 2025Q3: 882 shares; 2025Q4: 10,032 shares; 2026Q1: 9,416 shares; 2026Q2: 13,405 shares 13,405 $1.33M 0.03% +3,989 Timeline FREL 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: not reported; 2026Q1: 54,837 shares; 2026Q2: 45,286 shares 45,286 $1.33M 0.03% -9,551 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,214 shares; 2025Q1: 2,553 shares; 2025Q2: 2,766 shares; 2025Q3: 2,599 shares; 2025Q4: 2,859 shares; 2026Q1: 3,356 shares; 2026Q2: 3,576 shares 3,576 $1.33M 0.03% +220 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,334 shares; 2025Q3: 5,328 shares; 2025Q4: 6,467 shares; 2026Q1: 7,900 shares; 2026Q2: 9,136 shares 9,136 $1.32M 0.03% +1,236 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,379 shares; 2024Q4: not reported; 2025Q1: 2,040 shares; 2025Q2: 2,254 shares; 2025Q3: 2,367 shares; 2025Q4: 2,848 shares; 2026Q1: 4,580 shares; 2026Q2: 5,158 shares 5,158 $1.32M 0.03% +578 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: 491 shares; 2025Q2: 650 shares; 2025Q3: 1,063 shares; 2025Q4: 1,214 shares; 2026Q1: 2,175 shares; 2026Q2: 2,583 shares 2,583 $1.32M 0.03% +408 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,682 shares; 2026Q1: 34,881 shares; 2026Q2: 33,131 shares 33,131 $1.31M 0.03% -1,750 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 214 shares; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 859 shares; 2025Q4: 920 shares; 2026Q1: 939 shares; 2026Q2: 953 shares 953 $1.3M 0.03% +14 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: 16,091 shares; 2024Q4: 20,546 shares; 2025Q1: 3,973 shares; 2025Q2: 5,379 shares; 2025Q3: 5,408 shares; 2025Q4: 10,449 shares; 2026Q1: 23,108 shares; 2026Q2: 24,220 shares 24,220 $1.29M 0.03% +1,112 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,663 shares; 2025Q1: 3,673 shares; 2025Q2: 4,598 shares; 2025Q3: 6,232 shares; 2025Q4: 8,831 shares; 2026Q1: 7,468 shares; 2026Q2: 7,593 shares 7,593 $1.28M 0.03% +125 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,616 shares; 2025Q1: 3,842 shares; 2025Q2: 4,536 shares; 2025Q3: 4,735 shares; 2025Q4: 5,082 shares; 2026Q1: 5,600 shares; 2026Q2: 6,136 shares 6,136 $1.27M 0.03% +536 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: 6,798 shares; 2024Q4: 3,376 shares; 2025Q1: 5,071 shares; 2025Q2: 3,603 shares; 2025Q3: 4,672 shares; 2025Q4: 3,853 shares; 2026Q1: 15,000 shares; 2026Q2: 7,709 shares 7,709 $1.26M 0.03% -7,291 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,385 shares; 2025Q1: 16,226 shares; 2025Q2: 11,152 shares; 2025Q3: 9,805 shares; 2025Q4: 16,946 shares; 2026Q1: 17,157 shares; 2026Q2: 14,591 shares 14,591 $1.26M 0.03% -2,566 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,517 shares; 2024Q4: 19,810 shares; 2025Q1: 20,829 shares; 2025Q2: 26,340 shares; 2025Q3: 30,594 shares; 2025Q4: 34,398 shares; 2026Q1: 35,729 shares; 2026Q2: 34,667 shares 34,667 $1.26M 0.03% -1,062 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,844 shares; 2024Q4: 18,283 shares; 2025Q1: 15,480 shares; 2025Q2: 15,287 shares; 2025Q3: 16,997 shares; 2025Q4: 17,518 shares; 2026Q1: 28,249 shares; 2026Q2: 23,974 shares 23,974 $1.26M 0.03% -4,275 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 444 shares; 2025Q1: 546 shares; 2025Q2: 762 shares; 2025Q3: 909 shares; 2025Q4: 2,049 shares; 2026Q1: 3,125 shares; 2026Q2: 3,155 shares 3,155 $1.25M 0.03% +30 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,149 shares; 2025Q4: 2,668 shares; 2026Q1: 2,664 shares; 2026Q2: 4,550 shares 4,550 $1.25M 0.03% +1,886 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 21,438 shares; 2026Q1: 44,938 shares; 2026Q2: 44,766 shares 44,766 $1.25M 0.03% -172 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,153 shares; 2024Q4: 2,207 shares; 2025Q1: 3,351 shares; 2025Q2: 3,446 shares; 2025Q3: 3,950 shares; 2025Q4: 4,200 shares; 2026Q1: 5,074 shares; 2026Q2: 8,548 shares 8,548 $1.25M 0.03% +3,474 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,994 shares; 2025Q3: 3,563 shares; 2025Q4: 11,997 shares; 2026Q1: 13,145 shares; 2026Q2: 10,853 shares 10,853 $1.25M 0.03% -2,292 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 5,553 shares 5,553 $1.24M 0.03% new Timeline KMT KENNAMETAL INC More: the full row for KENNAMETAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,954 shares; 2025Q3: 35,167 shares; 2025Q4: 35,096 shares; 2026Q1: 35,106 shares; 2026Q2: 35,154 shares 35,154 $1.23M 0.03% +48 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,587 shares; 2025Q3: not reported; 2025Q4: 2,467 shares; 2026Q1: 4,585 shares; 2026Q2: 13,537 shares 13,537 $1.22M 0.03% +8,952 Timeline SPTI 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: 35,137 shares; 2026Q1: 38,773 shares; 2026Q2: 43,118 shares 43,118 $1.22M 0.03% +4,345 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,918 shares; 2024Q4: 2,424 shares; 2025Q1: 8,515 shares; 2025Q2: 5,850 shares; 2025Q3: 3,287 shares; 2025Q4: 3,998 shares; 2026Q1: 9,858 shares; 2026Q2: 12,896 shares 12,896 $1.22M 0.03% +3,038 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,738 shares; 2026Q1: 10,630 shares; 2026Q2: 10,482 shares 10,482 $1.22M 0.03% -148 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87,437 shares; 2025Q1: 96,867 shares; 2025Q2: 93,881 shares; 2025Q3: 87,232 shares; 2025Q4: 85,668 shares; 2026Q1: 83,387 shares; 2026Q2: 83,949 shares 83,949 $1.21M 0.03% +562 Timeline BOND 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: 2,544 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,151 shares 13,151 $1.21M 0.03% new Timeline IWO 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: 974 shares; 2025Q4: 1,426 shares; 2026Q1: 3,295 shares; 2026Q2: 3,050 shares 3,050 $1.2M 0.03% -245 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,296 shares; 2025Q3: 10,326 shares; 2025Q4: 13,250 shares; 2026Q1: 13,834 shares; 2026Q2: 12,824 shares 12,824 $1.2M 0.03% -1,010 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: not reported; 2024Q4: 814 shares; 2025Q1: 1,045 shares; 2025Q2: 1,335 shares; 2025Q3: 1,548 shares; 2025Q4: 2,010 shares; 2026Q1: 2,342 shares; 2026Q2: 2,443 shares 2,443 $1.2M 0.03% +101 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: 5,923 shares; 2024Q4: 6,346 shares; 2025Q1: not reported; 2025Q2: 3,850 shares; 2025Q3: 4,048 shares; 2025Q4: 8,077 shares; 2026Q1: 10,246 shares; 2026Q2: 22,284 shares 22,284 $1.19M 0.03% +12,038 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,323 shares; 2025Q1: 7,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,238 shares; 2026Q1: 45,012 shares; 2026Q2: 39,003 shares 39,003 $1.19M 0.03% -6,009 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,562 shares 30,562 $1.18M 0.03% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,607 shares; 2025Q1: 12,090 shares; 2025Q2: 14,555 shares; 2025Q3: 16,360 shares; 2025Q4: 18,077 shares; 2026Q1: 20,350 shares; 2026Q2: 22,718 shares 22,718 $1.18M 0.03% +2,368 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,121 shares; 2025Q4: 14,726 shares; 2026Q1: 16,324 shares; 2026Q2: 15,277 shares 15,277 $1.18M 0.03% -1,047 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,287 shares; 2025Q2: 1,428 shares; 2025Q3: 1,706 shares; 2025Q4: 1,737 shares; 2026Q1: 4,548 shares; 2026Q2: 4,780 shares 4,780 $1.18M 0.03% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,669 shares; 2026Q1: 25,289 shares; 2026Q2: 28,418 shares 28,418 $1.16M 0.02% +3,129 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 5,261 shares 5,261 $1.16M 0.02% new Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,793 shares; 2025Q3: 77,093 shares; 2025Q4: 39,030 shares; 2026Q1: not reported; 2026Q2: 45,194 shares 45,194 $1.16M 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 335 shares; 2025Q4: 429 shares; 2026Q1: 529 shares; 2026Q2: 583 shares 583 $1.16M 0.02% +54 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,095 shares; 2026Q2: 26,794 shares 26,794 $1.16M 0.02% +10,699 Timeline FMDE 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: 14,310 shares; 2025Q3: 19,553 shares; 2025Q4: 41,775 shares; 2026Q1: 27,195 shares; 2026Q2: 28,453 shares 28,453 $1.15M 0.02% +1,258 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 741 shares; 2025Q4: 1,175 shares; 2026Q1: 1,816 shares; 2026Q2: 2,237 shares 2,237 $1.15M 0.02% +421 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015 shares; 2025Q3: 1,124 shares; 2025Q4: 1,204 shares; 2026Q1: 1,662 shares; 2026Q2: 1,367 shares 1,367 $1.15M 0.02% -295 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,878 shares 22,878 $1.14M 0.02% new Timeline ARKK ARK ETF TR More: the full row for ARK 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: 3,227 shares; 2025Q3: 4,584 shares; 2025Q4: 10,404 shares; 2026Q1: 11,127 shares; 2026Q2: 14,137 shares 14,137 $1.14M 0.02% +3,010 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 417 shares; 2025Q4: 640 shares; 2026Q1: 674 shares; 2026Q2: 1,007 shares 1,007 $1.14M 0.02% +333 Timeline ESGV 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: 7,588 shares; 2025Q1: 7,792 shares; 2025Q2: 8,060 shares; 2025Q3: 8,099 shares; 2025Q4: 8,686 shares; 2026Q1: 8,872 shares; 2026Q2: 8,625 shares 8,625 $1.14M 0.02% -247 Timeline CORP 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: not reported; 2025Q3: not reported; 2025Q4: 4,922 shares; 2026Q1: 11,760 shares; 2026Q2: 11,760 shares 11,760 $1.14M 0.02% 0 Timeline SHM 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: 6,729 shares; 2025Q2: 14,480 shares; 2025Q3: 14,928 shares; 2025Q4: 21,309 shares; 2026Q1: 21,384 shares; 2026Q2: 23,605 shares 23,605 $1.13M 0.02% +2,221 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,773 shares; 2025Q1: 17,165 shares; 2025Q2: 20,063 shares; 2025Q3: 20,782 shares; 2025Q4: 21,923 shares; 2026Q1: 25,575 shares; 2026Q2: 27,749 shares 27,749 $1.12M 0.02% +2,174 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 9,160 shares; 2025Q4: 12,450 shares; 2026Q1: 13,813 shares; 2026Q2: 16,426 shares 16,426 $1.12M 0.02% +2,613 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL 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: 12,373 shares 12,373 $1.12M 0.02% new 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: 12,489 shares; 2024Q4: 12,642 shares; 2025Q1: 8,019 shares; 2025Q2: 8,425 shares; 2025Q3: 8,751 shares; 2025Q4: 10,849 shares; 2026Q1: 14,528 shares; 2026Q2: 16,281 shares 16,281 $1.11M 0.02% +1,753 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 8,824 shares; 2025Q1: 10,184 shares; 2025Q2: 12,278 shares; 2025Q3: 12,382 shares; 2025Q4: 15,876 shares; 2026Q1: 17,630 shares; 2026Q2: 19,233 shares 19,233 $1.11M 0.02% +1,603 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 659 shares; 2025Q2: 801 shares; 2025Q3: not reported; 2025Q4: 1,491 shares; 2026Q1: 4,263 shares; 2026Q2: 4,830 shares 4,830 $1.11M 0.02% +567 Timeline IEO 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: 12,301 shares; 2025Q2: 12,186 shares; 2025Q3: 11,291 shares; 2025Q4: 10,254 shares; 2026Q1: 10,230 shares; 2026Q2: 10,063 shares 10,063 $1.11M 0.02% -167 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: 7,103 shares; 2025Q1: 7,726 shares; 2025Q2: 8,207 shares; 2025Q3: 9,290 shares; 2025Q4: 11,142 shares; 2026Q1: 11,962 shares; 2026Q2: 13,003 shares 13,003 $1.1M 0.02% +1,041 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,529 shares; 2025Q1: 4,484 shares; 2025Q2: 4,735 shares; 2025Q3: 6,611 shares; 2025Q4: 6,864 shares; 2026Q1: 10,296 shares; 2026Q2: 11,808 shares 11,808 $1.09M 0.02% +1,512 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: not reported; 2025Q4: 3,917 shares; 2026Q1: 3,733 shares; 2026Q2: 14,466 shares 14,466 $1.09M 0.02% +10,733 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,240 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 21,240 shares; 2025Q3: 14,240 shares; 2025Q4: 34,498 shares; 2026Q1: 30,125 shares; 2026Q2: 25,259 shares 25,259 $1.09M 0.02% -4,866 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 6,960 shares; 2025Q1: 3,200 shares; 2025Q2: 3,259 shares; 2025Q3: 3,018 shares; 2025Q4: 4,799 shares; 2026Q1: 5,030 shares; 2026Q2: 6,629 shares 6,629 $1.08M 0.02% +1,599 Timeline SHV 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: 2,065 shares; 2025Q3: 2,057 shares; 2025Q4: 12,088 shares; 2026Q1: 10,758 shares; 2026Q2: 9,806 shares 9,806 $1.08M 0.02% -952 Timeline SPTL 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: 106,197 shares; 2024Q4: 138,762 shares; 2025Q1: 8,914 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,371 shares; 2026Q1: 12,363 shares; 2026Q2: 41,156 shares 41,156 $1.08M 0.02% +28,793 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,888 shares; 2025Q4: 45,238 shares; 2026Q1: 48,948 shares; 2026Q2: 57,091 shares 57,091 $1.08M 0.02% +8,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,604 shares 9,604 $1.08M 0.02% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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: 6,509 shares; 2026Q1: 8,963 shares; 2026Q2: 12,379 shares 12,379 $1.07M 0.02% +3,416 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,195 shares; 2025Q2: 7,677 shares; 2025Q3: 13,513 shares; 2025Q4: 18,883 shares; 2026Q1: 20,087 shares; 2026Q2: 22,122 shares 22,122 $1.07M 0.02% +2,035 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 513 shares; 2025Q1: 798 shares; 2025Q2: 1,636 shares; 2025Q3: 2,332 shares; 2025Q4: 3,721 shares; 2026Q1: 4,796 shares; 2026Q2: 2,629 shares 2,629 $1.07M 0.02% -2,167 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,484 shares; 2025Q2: 12,621 shares; 2025Q3: 12,562 shares; 2025Q4: 12,554 shares; 2026Q1: 12,626 shares; 2026Q2: 12,721 shares 12,721 $1.07M 0.02% +95 Timeline