IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,541 shares; 2024Q4: 155,161 shares; 2025Q1: 131,862 shares; 2025Q2: 80,202 shares; 2025Q3: 85,541 shares; 2025Q4: 90,055 shares; 2026Q1: 108,652 shares; 2026Q2: 165,780 shares 165,780 $124M 15% +57,128 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: 1,700,164 shares; 2024Q4: 1,558,165 shares; 2025Q1: 1,460,410 shares; 2025Q2: 1,302,816 shares; 2025Q3: 1,097,828 shares; 2025Q4: 1,013,565 shares; 2026Q1: 983,682 shares; 2026Q2: 1,199,567 shares 1,199,567 $55.4M 6.69% +215,885 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: 745,313 shares; 2024Q4: 738,255 shares; 2025Q1: 851,042 shares; 2025Q2: 836,415 shares; 2025Q3: 935,507 shares; 2025Q4: 897,983 shares; 2026Q1: 749,767 shares; 2026Q2: 749,348 shares 749,348 $51M 6.16% -419 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: 283,557 shares; 2024Q4: 267,686 shares; 2025Q1: 326,401 shares; 2025Q2: 321,976 shares; 2025Q3: 327,477 shares; 2025Q4: 352,604 shares; 2026Q1: 370,845 shares; 2026Q2: 369,845 shares 369,845 $50.9M 6.14% -1,000 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: 74,920 shares; 2024Q4: 76,730 shares; 2025Q1: 124,077 shares; 2025Q2: 134,571 shares; 2025Q3: 142,883 shares; 2025Q4: 204,994 shares; 2026Q1: 187,653 shares; 2026Q2: 158,405 shares 158,405 $36M 4.34% -29,248 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: 168,817 shares; 2024Q4: 164,897 shares; 2025Q1: 115,846 shares; 2025Q2: 119,767 shares; 2025Q3: 119,940 shares; 2025Q4: 143,014 shares; 2026Q1: 1,019,615 shares; 2026Q2: 1,313,251 shares 1,313,251 $29.9M 3.61% +293,636 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: 225,104 shares; 2025Q3: 533,642 shares; 2025Q4: 570,464 shares; 2026Q1: 593,338 shares; 2026Q2: 473,398 shares 473,398 $25M 3.01% -119,940 Timeline IALT 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: not reported; 2026Q2: 865,284 shares 865,284 $24.3M 2.93% new 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: 100,943 shares; 2024Q4: 93,198 shares; 2025Q1: 157,559 shares; 2025Q2: 327,098 shares; 2025Q3: 359,401 shares; 2025Q4: 440,559 shares; 2026Q1: 364,172 shares; 2026Q2: 248,455 shares 248,455 $20.6M 2.49% -115,717 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: 188,593 shares; 2024Q4: 195,431 shares; 2025Q1: 172,137 shares; 2025Q2: 179,099 shares; 2025Q3: 186,638 shares; 2025Q4: 196,557 shares; 2026Q1: 204,183 shares; 2026Q2: 215,214 shares 215,214 $20.3M 2.46% +11,031 Timeline BLCR 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: 284,414 shares; 2026Q2: 400,374 shares 400,374 $20.2M 2.44% +115,960 Timeline CORO 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: 260,697 shares; 2026Q2: 534,519 shares 534,519 $19.6M 2.36% +273,822 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: 299,169 shares; 2024Q4: 300,912 shares; 2025Q1: 303,689 shares; 2025Q2: 302,641 shares; 2025Q3: 263,271 shares; 2025Q4: 195,868 shares; 2026Q1: 190,271 shares; 2026Q2: 77,801 shares 77,801 $17.1M 2.06% -112,470 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: 31,426 shares; 2025Q1: 37,303 shares; 2025Q2: 38,399 shares; 2025Q3: 39,125 shares; 2025Q4: 62,466 shares; 2026Q1: 65,955 shares; 2026Q2: 48,608 shares 48,608 $16.7M 2.01% -17,347 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: 174,396 shares; 2024Q4: 168,609 shares; 2025Q1: 124,600 shares; 2025Q2: 111,297 shares; 2025Q3: 114,393 shares; 2025Q4: 107,586 shares; 2026Q1: 101,743 shares; 2026Q2: 99,194 shares 99,194 $16.2M 1.96% -2,549 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: 197,319 shares; 2024Q4: 225,766 shares; 2025Q1: 146,081 shares; 2025Q2: 146,947 shares; 2025Q3: 42,168 shares; 2025Q4: 37,723 shares; 2026Q1: 134,829 shares; 2026Q2: 130,370 shares 130,370 $16.2M 1.96% -4,459 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: 67,820 shares; 2025Q2: 447,484 shares; 2025Q3: 458,632 shares; 2025Q4: 497,632 shares; 2026Q1: 517,628 shares; 2026Q2: 372,847 shares 372,847 $16.1M 1.94% -144,781 Timeline GGOV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315,874 shares 315,874 $15.9M 1.92% new Timeline IDEF 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: 311,318 shares; 2026Q2: 446,691 shares 446,691 $14.2M 1.71% +135,373 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: 413,967 shares; 2024Q4: 443,323 shares; 2025Q1: 335,417 shares; 2025Q2: 531,316 shares; 2025Q3: 474,113 shares; 2025Q4: 417,539 shares; 2026Q1: 338,521 shares; 2026Q2: 163,437 shares 163,437 $12.5M 1.51% -175,084 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: not reported; 2024Q4: not reported; 2025Q1: 98,529 shares; 2025Q2: 139,722 shares; 2025Q3: 158,977 shares; 2025Q4: 146,581 shares; 2026Q1: 141,128 shares; 2026Q2: 100,084 shares 100,084 $10M 1.21% -41,044 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: 205,832 shares; 2024Q4: 237,232 shares; 2025Q1: 273,706 shares; 2025Q2: 294,117 shares; 2025Q3: 323,381 shares; 2025Q4: 339,394 shares; 2026Q1: 284,641 shares; 2026Q2: 172,847 shares 172,847 $9.05M 1.09% -111,794 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: 128,555 shares; 2024Q4: 369,776 shares; 2025Q1: 365,157 shares; 2025Q2: 323,899 shares; 2025Q3: 314,212 shares; 2025Q4: 298,274 shares; 2026Q1: 298,804 shares; 2026Q2: 294,736 shares 294,736 $8.54M 1.03% -4,068 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,042 shares; 2025Q1: 138,373 shares; 2025Q2: 118,490 shares; 2025Q3: 177,535 shares; 2025Q4: 177,045 shares; 2026Q1: 89,704 shares; 2026Q2: 103,871 shares 103,871 $7.84M 0.95% +14,167 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,272 shares; 2024Q4: 66,877 shares; 2025Q1: 77,612 shares; 2025Q2: 84,663 shares; 2025Q3: 79,920 shares; 2025Q4: 122,182 shares; 2026Q1: 118,768 shares; 2026Q2: 122,220 shares 122,220 $7.43M 0.9% +3,452 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: 89,973 shares; 2024Q4: 83,819 shares; 2025Q1: 56,542 shares; 2025Q2: 107,359 shares; 2025Q3: 180,523 shares; 2025Q4: 234,820 shares; 2026Q1: 128,247 shares; 2026Q2: 83,089 shares 83,089 $7.18M 0.87% -45,158 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: 88,186 shares; 2024Q4: 90,651 shares; 2025Q1: 88,632 shares; 2025Q2: 92,574 shares; 2025Q3: 90,137 shares; 2025Q4: 93,360 shares; 2026Q1: 103,102 shares; 2026Q2: 113,048 shares 113,048 $6.75M 0.82% +9,946 Timeline ACWX 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: 45,767 shares; 2026Q2: 74,443 shares 74,443 $5.67M 0.68% +28,676 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: 33,180 shares; 2024Q4: 35,559 shares; 2025Q1: 30,084 shares; 2025Q2: 27,149 shares; 2025Q3: 29,802 shares; 2025Q4: 24,091 shares; 2026Q1: 16,675 shares; 2026Q2: 7,259 shares 7,259 $5.42M 0.65% -9,416 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,803 shares; 2024Q4: 25,773 shares; 2025Q1: 22,151 shares; 2025Q2: 11,348 shares; 2025Q3: 7,609 shares; 2025Q4: 7,150 shares; 2026Q1: 7,015 shares; 2026Q2: 7,088 shares 7,088 $4.87M 0.59% +73 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: 44,104 shares; 2024Q4: 48,108 shares; 2025Q1: 65,834 shares; 2025Q2: 73,151 shares; 2025Q3: 72,513 shares; 2025Q4: 70,239 shares; 2026Q1: 79,259 shares; 2026Q2: 100,768 shares 100,768 $4.78M 0.58% +21,509 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: 65,011 shares; 2024Q4: 63,844 shares; 2025Q1: 60,993 shares; 2025Q2: 62,220 shares; 2025Q3: 62,562 shares; 2025Q4: 63,158 shares; 2026Q1: 56,947 shares; 2026Q2: 55,810 shares 55,810 $4.47M 0.54% -1,137 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: 17,597 shares; 2024Q4: 17,227 shares; 2025Q1: 11,213 shares; 2025Q2: 10,722 shares; 2025Q3: 10,724 shares; 2025Q4: 10,667 shares; 2026Q1: 9,923 shares; 2026Q2: 47,449 shares 47,449 $4.17M 0.5% +37,526 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: 58,444 shares; 2024Q4: 170,535 shares; 2025Q1: 160,321 shares; 2025Q2: 152,450 shares; 2025Q3: 150,126 shares; 2025Q4: 142,482 shares; 2026Q1: 137,747 shares; 2026Q2: 132,159 shares 132,159 $3.89M 0.47% -5,588 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,421 shares; 2025Q3: 11,008 shares; 2025Q4: 22,240 shares; 2026Q1: 25,294 shares; 2026Q2: 21,946 shares 21,946 $3.55M 0.43% -3,348 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: 17,928 shares; 2024Q4: 22,819 shares; 2025Q1: 19,818 shares; 2025Q2: 21,926 shares; 2025Q3: 22,829 shares; 2025Q4: 28,588 shares; 2026Q1: 30,079 shares; 2026Q2: 32,328 shares 32,328 $3.48M 0.42% +2,249 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: 9,109 shares; 2024Q4: 9,109 shares; 2025Q1: 7,896 shares; 2025Q2: 7,674 shares; 2025Q3: 7,677 shares; 2025Q4: 7,378 shares; 2026Q1: 6,738 shares; 2026Q2: 26,963 shares 26,963 $3.35M 0.4% +20,225 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,287 shares; 2024Q4: 130,401 shares; 2025Q1: 128,956 shares; 2025Q2: 158,858 shares; 2025Q3: 174,889 shares; 2025Q4: 177,662 shares; 2026Q1: 181,359 shares; 2026Q2: 141,884 shares 141,884 $3.28M 0.4% -39,475 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,589 shares; 2024Q4: 279,259 shares; 2025Q1: 240,692 shares; 2025Q2: 312,358 shares; 2025Q3: 282,697 shares; 2025Q4: 229,396 shares; 2026Q1: 153,949 shares; 2026Q2: 81,325 shares 81,325 $3.21M 0.39% -72,624 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: 4,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,841 shares; 2025Q4: 31,859 shares; 2026Q1: 32,449 shares; 2026Q2: 33,040 shares 33,040 $3.15M 0.38% +591 Timeline SYSB 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: 31,074 shares; 2026Q1: 28,302 shares; 2026Q2: 35,252 shares 35,252 $3.13M 0.38% +6,950 Timeline QUS 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: 39,016 shares; 2024Q4: 44,539 shares; 2025Q1: 46,708 shares; 2025Q2: 55,409 shares; 2025Q3: 49,890 shares; 2025Q4: 38,516 shares; 2026Q1: 29,424 shares; 2026Q2: 16,176 shares 16,176 $3.02M 0.37% -13,248 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,094 shares; 2024Q4: 154,334 shares; 2025Q1: 154,334 shares; 2025Q2: 146,498 shares; 2025Q3: 146,498 shares; 2025Q4: 73,263 shares; 2026Q1: 73,263 shares; 2026Q2: 73,263 shares 73,263 $3.01M 0.36% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,240 shares; 2024Q4: 25,319 shares; 2025Q1: 25,003 shares; 2025Q2: 24,555 shares; 2025Q3: 24,602 shares; 2025Q4: 24,816 shares; 2026Q1: 22,291 shares; 2026Q2: 20,930 shares 20,930 $2.98M 0.36% -1,361 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: 16,338 shares; 2024Q4: 14,324 shares; 2025Q1: 13,576 shares; 2025Q2: 12,056 shares; 2025Q3: 8,702 shares; 2025Q4: 15,262 shares; 2026Q1: 14,831 shares; 2026Q2: 14,696 shares 14,696 $2.8M 0.34% -135 Timeline JIRE 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: 19,492 shares; 2025Q3: 30,874 shares; 2025Q4: 29,133 shares; 2026Q1: 31,394 shares; 2026Q2: 33,345 shares 33,345 $2.75M 0.33% +1,951 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,007 shares; 2025Q4: 10,101 shares; 2026Q1: 13,782 shares; 2026Q2: 30,077 shares 30,077 $2.64M 0.32% +16,295 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,493 shares; 2024Q4: 67,392 shares; 2025Q1: 68,236 shares; 2025Q2: 48,801 shares; 2025Q3: 38,081 shares; 2025Q4: 38,924 shares; 2026Q1: 38,685 shares; 2026Q2: 35,645 shares 35,645 $2.48M 0.3% -3,040 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,011 shares; 2024Q4: 27,391 shares; 2025Q1: 27,186 shares; 2025Q2: 22,580 shares; 2025Q3: 22,580 shares; 2025Q4: 22,215 shares; 2026Q1: 20,810 shares; 2026Q2: 16,914 shares 16,914 $2.44M 0.3% -3,896 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: not reported; 2025Q2: 9,349 shares; 2025Q3: 20,668 shares; 2025Q4: 32,110 shares; 2026Q1: 54,287 shares; 2026Q2: 72,376 shares 72,376 $2.41M 0.29% +18,089 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,914 shares; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 8,914 shares; 2025Q4: 8,914 shares; 2026Q1: 8,914 shares; 2026Q2: 8,914 shares 8,914 $2.37M 0.29% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,203 shares; 2024Q4: 5,931 shares; 2025Q1: 6,094 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares; 2025Q4: 6,682 shares; 2026Q1: 6,092 shares; 2026Q2: 6,193 shares 6,193 $2.29M 0.28% +101 Timeline XLSR 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: 142,778 shares; 2024Q4: 158,314 shares; 2025Q1: 161,014 shares; 2025Q2: 166,085 shares; 2025Q3: 134,452 shares; 2025Q4: 97,171 shares; 2026Q1: 73,749 shares; 2026Q2: 34,790 shares 34,790 $2.26M 0.27% -38,959 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,809 shares; 2025Q1: 12,177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,395 shares 43,395 $2.19M 0.26% new 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: 27,675 shares; 2025Q4: 49,767 shares; 2026Q1: 32,924 shares; 2026Q2: 21,129 shares 21,129 $2.04M 0.25% -11,795 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: 62,555 shares; 2024Q4: 62,045 shares; 2025Q1: 66,814 shares; 2025Q2: 59,329 shares; 2025Q3: 8,570 shares; 2025Q4: 8,670 shares; 2026Q1: 7,957 shares; 2026Q2: 7,941 shares 7,941 $2M 0.24% -16 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,630 shares; 2024Q4: 32,900 shares; 2025Q1: 32,132 shares; 2025Q2: 22,401 shares; 2025Q3: 21,330 shares; 2025Q4: 17,098 shares; 2026Q1: 13,151 shares; 2026Q2: 12,407 shares 12,407 $1.95M 0.24% -744 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: 5,111 shares; 2024Q4: 5,111 shares; 2025Q1: 5,120 shares; 2025Q2: 5,129 shares; 2025Q3: 5,139 shares; 2025Q4: 5,149 shares; 2026Q1: 4,727 shares; 2026Q2: 4,517 shares 4,517 $1.85M 0.22% -210 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: 5,456 shares; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 5,456 shares; 2025Q3: 5,231 shares; 2025Q4: 4,922 shares; 2026Q1: 4,922 shares; 2026Q2: 4,634 shares 4,634 $1.84M 0.22% -288 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,278 shares; 2024Q4: 29,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,172 shares 68,172 $1.7M 0.21% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 6,767 shares; 2025Q1: 6,504 shares; 2025Q2: 6,354 shares; 2025Q3: 6,316 shares; 2025Q4: 5,053 shares; 2026Q1: 4,413 shares; 2026Q2: 4,461 shares 4,461 $1.66M 0.2% +48 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: 15,206 shares; 2024Q4: 14,091 shares; 2025Q1: 12,770 shares; 2025Q2: 6,334 shares; 2025Q3: 6,012 shares; 2025Q4: 5,771 shares; 2026Q1: 5,384 shares; 2026Q2: 5,384 shares 5,384 $1.63M 0.2% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,077 shares; 2024Q4: 30,786 shares; 2025Q1: 28,726 shares; 2025Q2: 31,415 shares; 2025Q3: 33,623 shares; 2025Q4: 40,650 shares; 2026Q1: 37,325 shares; 2026Q2: 29,321 shares 29,321 $1.6M 0.19% -8,004 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: 16,937 shares; 2024Q4: 50,811 shares; 2025Q1: 50,628 shares; 2025Q2: 47,082 shares; 2025Q3: 44,628 shares; 2025Q4: 43,776 shares; 2026Q1: 42,518 shares; 2026Q2: 42,518 shares 42,518 $1.57M 0.19% 0 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: 196,214 shares; 2025Q3: 235,592 shares; 2025Q4: 219,022 shares; 2026Q1: 291,951 shares; 2026Q2: 30,856 shares 30,856 $1.56M 0.19% -261,095 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,851 shares; 2025Q3: 2,707 shares; 2025Q4: 2,707 shares; 2026Q1: 2,287 shares; 2026Q2: 2,127 shares 2,127 $1.53M 0.18% -160 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: 13,527 shares; 2024Q4: 9,442 shares; 2025Q1: 9,469 shares; 2025Q2: 8,977 shares; 2025Q3: 7,002 shares; 2025Q4: 6,485 shares; 2026Q1: 6,096 shares; 2026Q2: 6,719 shares 6,719 $1.43M 0.17% +623 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: 17,883 shares; 2025Q2: 33,196 shares; 2025Q3: 37,879 shares; 2025Q4: 37,879 shares; 2026Q1: 40,159 shares; 2026Q2: 35,276 shares 35,276 $1.42M 0.17% -4,883 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: 168,041 shares; 2024Q4: 184,157 shares; 2025Q1: 181,479 shares; 2025Q2: 126,960 shares; 2025Q3: 88,891 shares; 2025Q4: 75,640 shares; 2026Q1: 56,784 shares; 2026Q2: 27,175 shares 27,175 $1.41M 0.17% -29,609 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: 3,680 shares; 2024Q4: 3,688 shares; 2025Q1: 3,680 shares; 2025Q2: 3,710 shares; 2025Q3: 3,776 shares; 2025Q4: 3,762 shares; 2026Q1: 3,078 shares; 2026Q2: 2,778 shares 2,778 $1.39M 0.17% -300 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: 5,068 shares; 2024Q4: 5,467 shares; 2025Q1: 4,837 shares; 2025Q2: 4,838 shares; 2025Q3: 5,529 shares; 2025Q4: 5,530 shares; 2026Q1: 4,833 shares; 2026Q2: 4,706 shares 4,706 $1.36M 0.16% -127 Timeline EVUS 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: 24,118 shares; 2025Q4: 42,947 shares; 2026Q1: 38,585 shares; 2026Q2: 37,712 shares 37,712 $1.32M 0.16% -873 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,074 shares; 2024Q4: 61,656 shares; 2025Q1: 62,658 shares; 2025Q2: 71,315 shares; 2025Q3: 60,239 shares; 2025Q4: 46,948 shares; 2026Q1: 35,036 shares; 2026Q2: 18,780 shares 18,780 $1.27M 0.15% -16,256 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: 6,028 shares; 2024Q4: 5,483 shares; 2025Q1: 5,491 shares; 2025Q2: 5,166 shares; 2025Q3: 5,174 shares; 2025Q4: 5,183 shares; 2026Q1: 5,190 shares; 2026Q2: 5,196 shares 5,196 $1.26M 0.15% +6 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: 34,951 shares; 2025Q2: 50,613 shares; 2025Q3: 89,225 shares; 2025Q4: 94,863 shares; 2026Q1: 10,537 shares; 2026Q2: 3,318 shares 3,318 $1.21M 0.15% -7,219 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: 53,632 shares; 2024Q4: 93,278 shares; 2025Q1: 286,543 shares; 2025Q2: 75,520 shares; 2025Q3: 210,396 shares; 2025Q4: 130,338 shares; 2026Q1: 92,402 shares; 2026Q2: 43,174 shares 43,174 $1.21M 0.15% -49,228 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: 2,751 shares; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares; 2026Q2: 2,751 shares 2,751 $1.19M 0.14% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,743 shares; 2024Q4: 109,145 shares; 2025Q1: 128,875 shares; 2025Q2: 61,270 shares; 2025Q3: 120,973 shares; 2025Q4: 101,181 shares; 2026Q1: 46,596 shares; 2026Q2: 20,540 shares 20,540 $1.18M 0.14% -26,056 Timeline CERY 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: 131,900 shares; 2025Q2: 66,301 shares; 2025Q3: 100,655 shares; 2025Q4: 67,614 shares; 2026Q1: 74,792 shares; 2026Q2: 35,411 shares 35,411 $1.18M 0.14% -39,381 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,438 shares; 2024Q4: 30,647 shares; 2025Q1: 17,929 shares; 2025Q2: 18,309 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,610 shares; 2026Q2: 13,906 shares 13,906 $1.18M 0.14% -704 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: 23,840 shares; 2024Q4: 26,405 shares; 2025Q1: 114,787 shares; 2025Q2: 131,162 shares; 2025Q3: 19,271 shares; 2025Q4: 60,748 shares; 2026Q1: 55,145 shares; 2026Q2: 23,258 shares 23,258 $1.17M 0.14% -31,887 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,925 shares; 2024Q4: 11,925 shares; 2025Q1: 10,986 shares; 2025Q2: 9,974 shares; 2025Q3: 9,974 shares; 2025Q4: 9,974 shares; 2026Q1: 9,974 shares; 2026Q2: 9,974 shares 9,974 $1.14M 0.14% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,388 shares; 2024Q4: 14,405 shares; 2025Q1: 14,405 shares; 2025Q2: 9,697 shares; 2025Q3: 9,697 shares; 2025Q4: 8,056 shares; 2026Q1: 8,056 shares; 2026Q2: 7,262 shares 7,262 $1.08M 0.13% -794 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,685 shares; 2025Q4: 32,839 shares; 2026Q1: 35,634 shares; 2026Q2: 45,863 shares 45,863 $1.06M 0.13% +10,229 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: 11,963 shares; 2024Q4: 12,454 shares; 2025Q1: 11,248 shares; 2025Q2: 14,861 shares; 2025Q3: 14,570 shares; 2025Q4: 13,973 shares; 2026Q1: 13,092 shares; 2026Q2: 13,271 shares 13,271 $1.02M 0.12% +179 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: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares 5,550 $979K 0.12% 0 Timeline PAVE 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: 67,955 shares; 2024Q4: 57,249 shares; 2025Q1: 32,099 shares; 2025Q2: 23,335 shares; 2025Q3: 19,923 shares; 2025Q4: 18,387 shares; 2026Q1: 16,462 shares; 2026Q2: 16,462 shares 16,462 $970K 0.12% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,595 shares; 2024Q4: 24,729 shares; 2025Q1: 27,450 shares; 2025Q2: 36,664 shares; 2025Q3: 18,664 shares; 2025Q4: 17,190 shares; 2026Q1: 17,873 shares; 2026Q2: 20,640 shares 20,640 $897K 0.11% +2,767 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: 28,859 shares; 2024Q4: 27,915 shares; 2025Q1: 27,707 shares; 2025Q2: 27,535 shares; 2025Q3: 25,279 shares; 2025Q4: 8,577 shares; 2026Q1: 6,402 shares; 2026Q2: 5,392 shares 5,392 $846K 0.1% -1,010 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,211 shares; 2024Q4: 15,327 shares; 2025Q1: 15,484 shares; 2025Q2: 12,180 shares; 2025Q3: 11,644 shares; 2025Q4: 8,330 shares; 2026Q1: 6,849 shares; 2026Q2: 6,857 shares 6,857 $786K 0.09% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,919 shares; 2025Q3: 27,907 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,546 shares 7,546 $771K 0.09% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,453 shares; 2024Q4: 28,907 shares; 2025Q1: 25,352 shares; 2025Q2: 19,502 shares; 2025Q3: 19,252 shares; 2025Q4: 18,604 shares; 2026Q1: 17,801 shares; 2026Q2: 17,801 shares 17,801 $771K 0.09% 0 Timeline BBAG 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: 311,311 shares; 2024Q4: 263,367 shares; 2025Q1: 258,539 shares; 2025Q2: 189,626 shares; 2025Q3: 70,721 shares; 2025Q4: 38,519 shares; 2026Q1: 22,752 shares; 2026Q2: 16,678 shares 16,678 $766K 0.09% -6,074 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,103 shares; 2024Q4: 5,103 shares; 2025Q1: 5,103 shares; 2025Q2: 5,103 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 5,103 shares; 2026Q2: 5,103 shares 5,103 $747K 0.09% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 2,216 shares; 2025Q1: 1,493 shares; 2025Q2: 1,351 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,223 shares; 2026Q2: 1,009 shares 1,009 $743K 0.09% -214 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 1,973 shares; 2026Q2: 1,973 shares 1,973 $705K 0.09% 0 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: 2,502 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 5,014 shares; 2025Q3: 5,014 shares; 2025Q4: 4,654 shares; 2026Q1: 4,148 shares; 2026Q2: 4,148 shares 4,148 $681K 0.08% 0 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: 11,443 shares; 2026Q2: 13,113 shares 13,113 $672K 0.08% +1,670 Timeline EMHC 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: 55,023 shares; 2024Q4: 60,004 shares; 2025Q1: 101,900 shares; 2025Q2: 96,217 shares; 2025Q3: 89,372 shares; 2025Q4: 72,250 shares; 2026Q1: 55,582 shares; 2026Q2: 26,276 shares 26,276 $668K 0.08% -29,306 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: 8,937 shares; 2024Q4: 11,767 shares; 2025Q1: 14,449 shares; 2025Q2: 14,098 shares; 2025Q3: 8,532 shares; 2025Q4: 5,925 shares; 2026Q1: 3,600 shares; 2026Q2: 1,807 shares 1,807 $666K 0.08% -1,793 Timeline SPLB 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: 135,123 shares; 2025Q3: 127,032 shares; 2025Q4: not reported; 2026Q1: 65,445 shares; 2026Q2: 29,474 shares 29,474 $660K 0.08% -35,971 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,197 shares; 2024Q4: 25,240 shares; 2025Q1: 24,253 shares; 2025Q2: 25,270 shares; 2025Q3: 23,205 shares; 2025Q4: 19,746 shares; 2026Q1: 20,714 shares; 2026Q2: 20,763 shares 20,763 $658K 0.08% +49 Timeline LCTD 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: 16,073 shares; 2024Q4: 17,179 shares; 2025Q1: 16,332 shares; 2025Q2: 16,340 shares; 2025Q3: 16,142 shares; 2025Q4: 12,055 shares; 2026Q1: 11,790 shares; 2026Q2: 10,709 shares 10,709 $617K 0.07% -1,081 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: 3,948 shares; 2024Q4: 15,792 shares; 2025Q1: 15,792 shares; 2025Q2: 15,792 shares; 2025Q3: 15,792 shares; 2025Q4: 15,792 shares; 2026Q1: 15,792 shares; 2026Q2: 17,648 shares 17,648 $597K 0.07% +1,856 Timeline MEAR 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: 25,407 shares; 2025Q1: 14,050 shares; 2025Q2: 13,321 shares; 2025Q3: 13,387 shares; 2025Q4: 13,476 shares; 2026Q1: 13,516 shares; 2026Q2: 11,297 shares 11,297 $569K 0.07% -2,219 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,477 shares; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,821 shares; 2026Q1: 4,457 shares; 2026Q2: 4,132 shares 4,132 $565K 0.07% -325 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: 2,196 shares; 2024Q4: 109,153 shares; 2025Q1: 39,887 shares; 2025Q2: 10,654 shares; 2025Q3: 10,262 shares; 2025Q4: 8,494 shares; 2026Q1: 5,829 shares; 2026Q2: 5,662 shares 5,662 $560K 0.07% -167 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: 5,774 shares; 2024Q4: 5,794 shares; 2025Q1: 5,807 shares; 2025Q2: 5,823 shares; 2025Q3: 5,837 shares; 2025Q4: 5,850 shares; 2026Q1: 5,864 shares; 2026Q2: 6,706 shares 6,706 $549K 0.07% +842 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: 3,931 shares; 2024Q4: 3,739 shares; 2025Q1: 3,742 shares; 2025Q2: 3,508 shares; 2025Q3: 3,510 shares; 2025Q4: 3,572 shares; 2026Q1: 2,857 shares; 2026Q2: 2,859 shares 2,859 $542K 0.07% +2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,630 shares; 2024Q4: 61,721 shares; 2025Q1: 57,968 shares; 2025Q2: 36,446 shares; 2025Q3: 10,787 shares; 2025Q4: 7,005 shares; 2026Q1: 5,661 shares; 2026Q2: 4,189 shares 4,189 $498K 0.06% -1,472 Timeline TIPX 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: 89,217 shares; 2024Q4: 94,971 shares; 2025Q1: 85,601 shares; 2025Q2: 77,539 shares; 2025Q3: 73,284 shares; 2025Q4: 66,349 shares; 2026Q1: 50,748 shares; 2026Q2: 26,161 shares 26,161 $495K 0.06% -24,587 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: 73,631 shares; 2024Q4: 90,288 shares; 2025Q1: 56,022 shares; 2025Q2: 49,044 shares; 2025Q3: 22,567 shares; 2025Q4: 14,164 shares; 2026Q1: 11,981 shares; 2026Q2: 11,323 shares 11,323 $488K 0.06% -658 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: 7,842 shares; 2024Q4: 7,842 shares; 2025Q1: 7,842 shares; 2025Q2: 9,042 shares; 2025Q3: 9,042 shares; 2025Q4: 9,042 shares; 2026Q1: 9,046 shares; 2026Q2: 9,049 shares 9,049 $485K 0.06% +3 Timeline ESGD 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: 5,759 shares; 2025Q3: 9,133 shares; 2025Q4: 7,996 shares; 2026Q1: 7,913 shares; 2026Q2: 4,699 shares 4,699 $483K 0.06% -3,214 Timeline SPMB 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: 160,177 shares; 2024Q4: 185,337 shares; 2025Q1: 148,273 shares; 2025Q2: 112,561 shares; 2025Q3: 45,879 shares; 2025Q4: 30,872 shares; 2026Q1: 22,524 shares; 2026Q2: 21,178 shares 21,178 $472K 0.06% -1,346 Timeline XTEN 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: 8,154 shares; 2025Q4: 13,362 shares; 2026Q1: 14,567 shares; 2026Q2: 10,125 shares 10,125 $461K 0.06% -4,442 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: 4,746 shares; 2024Q4: 5,113 shares; 2025Q1: 4,494 shares; 2025Q2: 1,880 shares; 2025Q3: 1,783 shares; 2025Q4: 1,735 shares; 2026Q1: 1,588 shares; 2026Q2: 1,523 shares 1,523 $458K 0.06% -65 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $454K 0.05% 0 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: 70,398 shares; 2024Q4: 59,604 shares; 2025Q1: not reported; 2025Q2: 63,078 shares; 2025Q3: not reported; 2025Q4: 27,201 shares; 2026Q1: 36,899 shares; 2026Q2: 17,177 shares 17,177 $451K 0.05% -19,722 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,738 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,431 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $440K 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 471 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 469 shares 469 $438K 0.05% +1 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,714 shares; 2025Q1: 1,656 shares; 2025Q2: 1,653 shares; 2025Q3: 1,742 shares; 2025Q4: 1,748 shares; 2026Q1: 1,213 shares; 2026Q2: 1,218 shares 1,218 $430K 0.05% +5 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: 31,818 shares; 2024Q4: 32,198 shares; 2025Q1: 49,331 shares; 2025Q2: 56,067 shares; 2025Q3: 64,339 shares; 2025Q4: 70,833 shares; 2026Q1: 6,400 shares; 2026Q2: 4,430 shares 4,430 $427K 0.05% -1,970 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $419K 0.05% new 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: 1,960 shares; 2024Q4: 2,050 shares; 2025Q1: 1,875 shares; 2025Q2: 1,751 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $409K 0.05% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,467 shares; 2024Q4: 233,151 shares; 2025Q1: 25,077 shares; 2025Q2: 136,392 shares; 2025Q3: 55,729 shares; 2025Q4: 29,602 shares; 2026Q1: 17,669 shares; 2026Q2: 15,707 shares 15,707 $401K 0.05% -1,962 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: 5,556 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,202 shares; 2025Q3: 5,202 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares; 2026Q2: 5,170 shares 5,170 $374K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,967 shares; 2024Q4: 75,149 shares; 2025Q1: 58,821 shares; 2025Q2: 72,862 shares; 2025Q3: 21,708 shares; 2025Q4: 12,751 shares; 2026Q1: 8,760 shares; 2026Q2: 6,148 shares 6,148 $367K 0.04% -2,612 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $363K 0.04% 0 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: 2,278 shares; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,484 shares; 2025Q4: 2,484 shares; 2026Q1: 2,278 shares; 2026Q2: 2,278 shares 2,278 $361K 0.04% 0 Timeline ICLN 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: 17,317 shares 17,317 $355K 0.04% new 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: 2,337 shares; 2024Q4: 2,386 shares; 2025Q1: 1,440 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,047 shares; 2026Q2: 1,047 shares 1,047 $354K 0.04% 0 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: 1,502 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 3,260 shares; 2026Q1: 3,004 shares; 2026Q2: 3,004 shares 3,004 $352K 0.04% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,057 shares; 2024Q4: 105,052 shares; 2025Q1: 63,825 shares; 2025Q2: 58,159 shares; 2025Q3: 53,044 shares; 2025Q4: 44,075 shares; 2026Q1: 34,035 shares; 2026Q2: 16,097 shares 16,097 $337K 0.04% -17,938 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,527 shares; 2024Q4: 65,671 shares; 2025Q1: 9,999 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,231 shares; 2026Q2: 5,231 shares 5,231 $330K 0.04% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 3,405 shares; 2025Q2: 3,744 shares; 2025Q3: 3,745 shares; 2025Q4: 3,747 shares; 2026Q1: 3,444 shares; 2026Q2: 2,695 shares 2,695 $317K 0.04% -749 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 1,577 shares 1,577 $315K 0.04% +15 Timeline JPEM 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: 15,745 shares; 2024Q4: 17,525 shares; 2025Q1: 26,970 shares; 2025Q2: 40,712 shares; 2025Q3: 12,070 shares; 2025Q4: 9,984 shares; 2026Q1: 7,271 shares; 2026Q2: 5,002 shares 5,002 $314K 0.04% -2,269 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: not reported; 2024Q4: not reported; 2025Q1: 38,437 shares; 2025Q2: 3,644 shares; 2025Q3: 4,885 shares; 2025Q4: 4,885 shares; 2026Q1: 4,677 shares; 2026Q2: 2,977 shares 2,977 $309K 0.04% -1,700 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: 1,611 shares; 2024Q4: 2,375 shares; 2025Q1: 1,512 shares; 2025Q2: 1,402 shares; 2025Q3: 1,172 shares; 2025Q4: 1,172 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $295K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 662 shares 662 $278K 0.03% new 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: 1,394 shares; 2024Q4: 2,482 shares; 2025Q1: 1,536 shares; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,329 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $277K 0.03% 0 Timeline QDIV 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: 12,383 shares; 2024Q4: 12,383 shares; 2025Q1: 12,383 shares; 2025Q2: 8,152 shares; 2025Q3: 8,152 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares; 2026Q2: 7,355 shares 7,355 $274K 0.03% 0 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: 2,699 shares; 2024Q4: not reported; 2025Q1: 5,945 shares; 2025Q2: 5,369 shares; 2025Q3: 5,952 shares; 2025Q4: 5,184 shares; 2026Q1: 2,810 shares; 2026Q2: 2,817 shares 2,817 $272K 0.03% +7 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: 3,905 shares; 2024Q4: 5,624 shares; 2025Q1: 6,201 shares; 2025Q2: 5,048 shares; 2025Q3: 6,638 shares; 2025Q4: 8,354 shares; 2026Q1: 5,197 shares; 2026Q2: 2,217 shares 2,217 $270K 0.03% -2,980 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $264K 0.03% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $262K 0.03% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,364 shares; 2024Q4: 22,047 shares; 2025Q1: 16,806 shares; 2025Q2: 10,026 shares; 2025Q3: 9,463 shares; 2025Q4: 9,463 shares; 2026Q1: 6,324 shares; 2026Q2: 6,324 shares 6,324 $257K 0.03% 0 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,228 shares; 2025Q4: 11,240 shares; 2026Q1: 3,910 shares; 2026Q2: 4,776 shares 4,776 $255K 0.03% +866 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: not reported; 2024Q4: not reported; 2025Q1: 3,970 shares; 2025Q2: 3,879 shares; 2025Q3: 3,881 shares; 2025Q4: 3,652 shares; 2026Q1: 3,480 shares; 2026Q2: 3,483 shares 3,483 $248K 0.03% +3 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: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $243K 0.03% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,861 shares; 2024Q4: 167,905 shares; 2025Q1: 149,919 shares; 2025Q2: 17,599 shares; 2025Q3: 3,454 shares; 2025Q4: 3,095 shares; 2026Q1: not reported; 2026Q2: 2,367 shares 2,367 $242K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; 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: 694 shares; 2026Q2: 624 shares 624 $241K 0.03% -70 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: 1,588 shares; 2024Q4: 1,926 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,584 shares; 2026Q2: 1,584 shares 1,584 $232K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $227K 0.03% 0 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: 12,528 shares; 2024Q4: 10,635 shares; 2025Q1: 92,326 shares; 2025Q2: 6,938 shares; 2025Q3: 5,722 shares; 2025Q4: 5,420 shares; 2026Q1: 4,862 shares; 2026Q2: 4,831 shares 4,831 $227K 0.03% -31 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $226K 0.03% new Timeline EDV 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: 22,747 shares; 2025Q2: 31,633 shares; 2025Q3: 11,097 shares; 2025Q4: 7,031 shares; 2026Q1: 4,764 shares; 2026Q2: 3,414 shares 3,414 $222K 0.03% -1,350 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares; 2026Q2: 6,725 shares 6,725 $213K 0.03% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170 shares 170 $204K 0.02% new 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: 3,219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,496 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,496 shares 2,496 $200K 0.02% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 16,218 shares; 2025Q2: 16,218 shares; 2025Q3: 16,218 shares; 2025Q4: 16,218 shares; 2026Q1: 16,218 shares; 2026Q2: 16,218 shares 16,218 $28.4K <0.01% 0 Timeline