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: 629,361 shares; 2024Q4: not reported; 2025Q1: 641,396 shares; 2025Q2: 1,359,030 shares; 2025Q3: 676,434 shares; 2025Q4: 698,955 shares; 2026Q1: 689,828 shares; 2026Q2: 702,241 shares 702,241 $89.9M 3.04% +12,413 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: 370,453 shares; 2024Q4: not reported; 2025Q1: 390,207 shares; 2025Q2: 821,790 shares; 2025Q3: 484,792 shares; 2025Q4: 616,085 shares; 2026Q1: 647,822 shares; 2026Q2: 795,696 shares 795,696 $71M 2.4% +147,874 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: 81,271 shares; 2024Q4: 80,376 shares; 2025Q1: 93,536 shares; 2025Q2: 120,921 shares; 2025Q3: 101,842 shares; 2025Q4: 95,049 shares; 2026Q1: 96,791 shares; 2026Q2: 102,799 shares 102,799 $70.6M 2.38% +6,008 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: 57,404 shares; 2024Q4: 42,182 shares; 2025Q1: 92,962 shares; 2025Q2: 160,567 shares; 2025Q3: 110,919 shares; 2025Q4: 102,304 shares; 2026Q1: 107,322 shares; 2026Q2: 197,173 shares 197,173 $57.1M 1.93% +89,851 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: 203,504 shares; 2024Q4: 158,626 shares; 2025Q1: 189,816 shares; 2025Q2: 320,488 shares; 2025Q3: 220,979 shares; 2025Q4: 177,465 shares; 2026Q1: 182,090 shares; 2026Q2: 276,909 shares 276,909 $55.4M 1.87% +94,819 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: 79,566 shares; 2024Q4: 52,917 shares; 2025Q1: 83,044 shares; 2025Q2: 103,504 shares; 2025Q3: 90,002 shares; 2025Q4: 43,732 shares; 2026Q1: 52,766 shares; 2026Q2: 73,317 shares 73,317 $54.9M 1.85% +20,551 Timeline AVIG 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: 838,605 shares; 2024Q4: not reported; 2025Q1: 1,031,606 shares; 2025Q2: 2,191,612 shares; 2025Q3: 1,093,877 shares; 2025Q4: 1,160,373 shares; 2026Q1: 1,212,470 shares; 2026Q2: 1,283,956 shares 1,283,956 $53.2M 1.79% +71,486 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: 132,747 shares; 2024Q4: 112,333 shares; 2025Q1: 139,428 shares; 2025Q2: 448,526 shares; 2025Q3: 309,223 shares; 2025Q4: 337,798 shares; 2026Q1: 414,641 shares; 2026Q2: 461,034 shares 461,034 $40.5M 1.37% +46,393 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: 19,700 shares; 2024Q4: 15,540 shares; 2025Q1: 33,581 shares; 2025Q2: 49,889 shares; 2025Q3: 43,322 shares; 2025Q4: 35,709 shares; 2026Q1: 40,662 shares; 2026Q2: 108,957 shares 108,957 $38.9M 1.31% +68,295 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: 159,572 shares; 2024Q4: not reported; 2025Q1: 189,991 shares; 2025Q2: 411,510 shares; 2025Q3: 220,274 shares; 2025Q4: 248,675 shares; 2026Q1: 284,682 shares; 2026Q2: 358,301 shares 358,301 $34.6M 1.17% +73,619 Timeline AVSF 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: 476,671 shares; 2024Q4: not reported; 2025Q1: 617,528 shares; 2025Q2: 1,299,366 shares; 2025Q3: 635,150 shares; 2025Q4: 666,131 shares; 2026Q1: 731,683 shares; 2026Q2: 741,461 shares 741,461 $34.5M 1.17% +9,778 Timeline AVLC 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: 338,512 shares; 2025Q2: 717,174 shares; 2025Q3: 356,208 shares; 2025Q4: 374,075 shares; 2026Q1: 371,421 shares; 2026Q2: 380,366 shares 380,366 $34.2M 1.15% +8,945 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: 38,230 shares; 2024Q4: 26,559 shares; 2025Q1: 46,981 shares; 2025Q2: 89,524 shares; 2025Q3: 55,286 shares; 2025Q4: 48,472 shares; 2026Q1: 53,229 shares; 2026Q2: 85,761 shares 85,761 $32M 1.08% +32,532 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: 2,357 shares; 2024Q4: 2,199 shares; 2025Q1: 4,646 shares; 2025Q2: 4,826 shares; 2025Q3: 4,589 shares; 2025Q4: 3,815 shares; 2026Q1: 4,076 shares; 2026Q2: 27,639 shares 27,639 $29.4M 0.99% +23,563 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: 16,888 shares; 2024Q4: 6,332 shares; 2025Q1: 21,540 shares; 2025Q2: 44,250 shares; 2025Q3: 30,056 shares; 2025Q4: 31,674 shares; 2026Q1: 36,579 shares; 2026Q2: 72,395 shares 72,395 $27.3M 0.92% +35,816 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: 45,862 shares; 2024Q4: 31,777 shares; 2025Q1: 68,076 shares; 2025Q2: 101,308 shares; 2025Q3: 78,921 shares; 2025Q4: 63,766 shares; 2026Q1: 71,266 shares; 2026Q2: 111,492 shares 111,492 $26.6M 0.9% +40,226 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: 22,248 shares; 2024Q4: not reported; 2025Q1: 12,746 shares; 2025Q2: 161,760 shares; 2025Q3: 223,164 shares; 2025Q4: 242,894 shares; 2026Q1: 282,912 shares; 2026Q2: 287,153 shares 287,153 $24.8M 0.84% +4,241 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP 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: 34,415 shares; 2026Q2: 973,736 shares 973,736 $24.5M 0.83% +939,321 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: 202,882 shares; 2024Q4: 106,531 shares; 2025Q1: 116,301 shares; 2025Q2: 355,921 shares; 2025Q3: 247,129 shares; 2025Q4: 206,296 shares; 2026Q1: 251,409 shares; 2026Q2: 479,774 shares 479,774 $24.2M 0.82% +228,365 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: 1,436 shares; 2024Q4: 1,026 shares; 2025Q1: 3,617 shares; 2025Q2: 17,485 shares; 2025Q3: 9,382 shares; 2025Q4: 10,652 shares; 2026Q1: 9,332 shares; 2026Q2: 24,449 shares 24,449 $22.9M 0.77% +15,117 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: 526,246 shares; 2024Q4: 16,291 shares; 2025Q1: 550,538 shares; 2025Q2: 851,416 shares; 2025Q3: 476,826 shares; 2025Q4: 466,734 shares; 2026Q1: 444,593 shares; 2026Q2: 487,697 shares 487,697 $21.6M 0.73% +43,104 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: 24,133 shares; 2024Q4: 18,218 shares; 2025Q1: 30,349 shares; 2025Q2: 36,675 shares; 2025Q3: 28,892 shares; 2025Q4: 26,111 shares; 2026Q1: 28,730 shares; 2026Q2: 51,056 shares 51,056 $21.5M 0.72% +22,326 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: 52,026 shares; 2024Q4: 12,669 shares; 2025Q1: 56,775 shares; 2025Q2: 103,810 shares; 2025Q3: 58,243 shares; 2025Q4: 56,123 shares; 2026Q1: 49,498 shares; 2026Q2: 184,119 shares 184,119 $20.9M 0.7% +134,621 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: 22,614 shares; 2024Q4: 22,128 shares; 2025Q1: 18,832 shares; 2025Q2: 35,441 shares; 2025Q3: 27,679 shares; 2025Q4: 25,413 shares; 2026Q1: 25,852 shares; 2026Q2: 173,137 shares 173,137 $20.6M 0.7% +147,285 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: 14,439 shares; 2024Q4: 5,467 shares; 2025Q1: 20,043 shares; 2025Q2: 55,251 shares; 2025Q3: 30,212 shares; 2025Q4: 31,512 shares; 2026Q1: 42,840 shares; 2026Q2: 81,682 shares 81,682 $20.6M 0.69% +38,842 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: 139,628 shares; 2024Q4: 98,061 shares; 2025Q1: 226,673 shares; 2025Q2: 399,767 shares; 2025Q3: 324,710 shares; 2025Q4: 256,526 shares; 2026Q1: 263,682 shares; 2026Q2: 244,727 shares 244,727 $20.3M 0.68% -18,955 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: 111,484 shares; 2024Q4: not reported; 2025Q1: 100,440 shares; 2025Q2: 210,234 shares; 2025Q3: 115,063 shares; 2025Q4: 131,072 shares; 2026Q1: 127,024 shares; 2026Q2: 290,863 shares 290,863 $19.8M 0.67% +163,839 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: 59,613 shares; 2024Q4: 2,156 shares; 2025Q1: 57,334 shares; 2025Q2: 113,247 shares; 2025Q3: 54,884 shares; 2025Q4: 59,580 shares; 2026Q1: 64,138 shares; 2026Q2: 65,838 shares 65,838 $19.1M 0.65% +1,700 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: 459,476 shares; 2024Q4: 147,349 shares; 2025Q1: 365,756 shares; 2025Q2: 632,077 shares; 2025Q3: 341,641 shares; 2025Q4: 255,317 shares; 2026Q1: 273,987 shares; 2026Q2: 400,169 shares 400,169 $18.5M 0.62% +126,182 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: 8,198 shares; 2024Q4: not reported; 2025Q1: 47,152 shares; 2025Q2: 57,476 shares; 2025Q3: 53,413 shares; 2025Q4: 56,941 shares; 2026Q1: 47,564 shares; 2026Q2: 301,939 shares 301,939 $18.4M 0.62% +254,375 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: 6,964 shares; 2024Q4: 5,638 shares; 2025Q1: 7,783 shares; 2025Q2: 17,500 shares; 2025Q3: 10,136 shares; 2025Q4: 10,918 shares; 2026Q1: 9,318 shares; 2026Q2: 24,680 shares 24,680 $18.2M 0.61% +15,362 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: 88,090 shares; 2024Q4: not reported; 2025Q1: 113,132 shares; 2025Q2: 250,474 shares; 2025Q3: 125,535 shares; 2025Q4: 133,219 shares; 2026Q1: 131,829 shares; 2026Q2: 142,111 shares 142,111 $17.7M 0.6% +10,282 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: 11,888 shares; 2024Q4: 3,623 shares; 2025Q1: 19,579 shares; 2025Q2: 32,667 shares; 2025Q3: 24,099 shares; 2025Q4: 20,167 shares; 2026Q1: 20,603 shares; 2026Q2: 93,099 shares 93,099 $17.7M 0.6% +72,496 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,989 shares; 2025Q2: 182,624 shares; 2025Q3: 126,321 shares; 2025Q4: 128,580 shares; 2026Q1: 168,408 shares; 2026Q2: 195,142 shares 195,142 $17.4M 0.59% +26,734 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: 25,294 shares; 2024Q4: 16,333 shares; 2025Q1: 31,439 shares; 2025Q2: 48,118 shares; 2025Q3: 31,809 shares; 2025Q4: 29,472 shares; 2026Q1: 32,812 shares; 2026Q2: 47,833 shares 47,833 $16.9M 0.57% +15,021 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: 2,143 shares; 2024Q4: 8,881 shares; 2025Q1: 39,363 shares; 2025Q2: 465,870 shares; 2025Q3: 301,157 shares; 2025Q4: 342,626 shares; 2026Q1: 391,625 shares; 2026Q2: 498,343 shares 498,343 $16.9M 0.57% +106,718 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: 151,138 shares; 2024Q4: not reported; 2025Q1: 198,727 shares; 2025Q2: 421,028 shares; 2025Q3: 208,118 shares; 2025Q4: 218,841 shares; 2026Q1: 217,948 shares; 2026Q2: 224,294 shares 224,294 $16.4M 0.56% +6,346 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: 999 shares; 2024Q4: 1,124 shares; 2025Q1: 2,452 shares; 2025Q2: 2,572 shares; 2025Q3: 1,945 shares; 2025Q4: 2,065 shares; 2026Q1: 2,184 shares; 2026Q2: 16,051 shares 16,051 $16.2M 0.55% +13,867 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: 30,683 shares; 2024Q4: 16,679 shares; 2025Q1: 29,845 shares; 2025Q2: 52,585 shares; 2025Q3: 34,698 shares; 2025Q4: 33,093 shares; 2026Q1: 35,400 shares; 2026Q2: 49,181 shares 49,181 $16.1M 0.54% +13,781 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,943 shares; 2025Q2: 213,746 shares; 2025Q3: 166,192 shares; 2025Q4: 240,543 shares; 2026Q1: 316,683 shares; 2026Q2: 361,672 shares 361,672 $16.1M 0.54% +44,989 Timeline SCEC CAPITOL SER TR More: the full row for CAPITOL SER 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: 639,079 shares 639,079 $16M 0.54% new 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: 13,861 shares; 2024Q4: 5,246 shares; 2025Q1: 13,816 shares; 2025Q2: 24,197 shares; 2025Q3: 16,205 shares; 2025Q4: 31,307 shares; 2026Q1: 32,445 shares; 2026Q2: 83,069 shares 83,069 $15.8M 0.53% +50,624 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: 6,196 shares; 2024Q4: 2,244 shares; 2025Q1: 6,280 shares; 2025Q2: 35,181 shares; 2025Q3: 33,018 shares; 2025Q4: 31,974 shares; 2026Q1: 32,881 shares; 2026Q2: 26,737 shares 26,737 $15.5M 0.52% -6,144 Timeline DFSB 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: 254,275 shares; 2026Q1: 251,974 shares; 2026Q2: 290,108 shares 290,108 $15.1M 0.51% +38,134 Timeline DFSU 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: 83,566 shares; 2025Q2: not reported; 2025Q3: 95,414 shares; 2025Q4: 318,459 shares; 2026Q1: 297,206 shares; 2026Q2: 319,712 shares 319,712 $14.9M 0.5% +22,506 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: 9,320 shares; 2024Q4: 6,121 shares; 2025Q1: 16,406 shares; 2025Q2: 27,738 shares; 2025Q3: 22,335 shares; 2025Q4: 17,008 shares; 2026Q1: 19,248 shares; 2026Q2: 25,554 shares 25,554 $14.4M 0.49% +6,306 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: 16,140 shares; 2024Q4: 15,353 shares; 2025Q1: 9,304 shares; 2025Q2: 11,091 shares; 2025Q3: 7,733 shares; 2025Q4: 4,846 shares; 2026Q1: 6,507 shares; 2026Q2: 20,058 shares 20,058 $14.2M 0.48% +13,551 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: 151,324 shares; 2024Q4: not reported; 2025Q1: 144,253 shares; 2025Q2: 626,788 shares; 2025Q3: 366,701 shares; 2025Q4: 411,621 shares; 2026Q1: 530,938 shares; 2026Q2: 546,014 shares 546,014 $13.9M 0.47% +15,076 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: 12,214 shares; 2024Q4: 6,130 shares; 2025Q1: 17,162 shares; 2025Q2: 35,947 shares; 2025Q3: 24,116 shares; 2025Q4: 25,298 shares; 2026Q1: 29,175 shares; 2026Q2: 82,222 shares 82,222 $13.6M 0.46% +53,047 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: 24,418 shares; 2024Q4: 1,754 shares; 2025Q1: 40,802 shares; 2025Q2: 73,990 shares; 2025Q3: 52,309 shares; 2025Q4: 61,000 shares; 2026Q1: 63,633 shares; 2026Q2: 86,122 shares 86,122 $13.6M 0.46% +22,489 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: 27,454 shares; 2024Q4: 10,354 shares; 2025Q1: 28,507 shares; 2025Q2: 55,845 shares; 2025Q3: 30,689 shares; 2025Q4: 30,424 shares; 2026Q1: 31,352 shares; 2026Q2: 53,196 shares 53,196 $13.5M 0.46% +21,844 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,314 shares; 2025Q3: 30,163 shares; 2025Q4: 30,989 shares; 2026Q1: 31,546 shares; 2026Q2: 31,158 shares 31,158 $13.5M 0.46% -388 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: 6,413 shares; 2024Q4: 2,243 shares; 2025Q1: 7,898 shares; 2025Q2: 19,077 shares; 2025Q3: 9,447 shares; 2025Q4: 10,649 shares; 2026Q1: 12,337 shares; 2026Q2: 31,667 shares 31,667 $13.2M 0.44% +19,330 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,731 shares; 2024Q4: not reported; 2025Q1: 42,294 shares; 2025Q2: 83,680 shares; 2025Q3: 34,701 shares; 2025Q4: 75,256 shares; 2026Q1: 41,709 shares; 2026Q2: 266,917 shares 266,917 $13.2M 0.44% +225,208 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: not reported; 2024Q4: 9,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348,047 shares 348,047 $12.8M 0.43% 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: 1,401 shares; 2024Q4: 1,543 shares; 2025Q1: 970 shares; 2025Q2: 2,172 shares; 2025Q3: 1,646 shares; 2025Q4: 1,869 shares; 2026Q1: 2,171 shares; 2026Q2: 37,462 shares 37,462 $12.7M 0.43% +35,291 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: 29,454 shares; 2024Q4: not reported; 2025Q1: 36,975 shares; 2025Q2: 95,631 shares; 2025Q3: 66,847 shares; 2025Q4: 72,923 shares; 2026Q1: 82,617 shares; 2026Q2: 296,339 shares 296,339 $12.5M 0.42% +213,722 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: 24,983 shares; 2024Q4: 14,318 shares; 2025Q1: 37,451 shares; 2025Q2: 70,676 shares; 2025Q3: 51,391 shares; 2025Q4: 45,111 shares; 2026Q1: 50,156 shares; 2026Q2: 90,679 shares 90,679 $12.4M 0.42% +40,523 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,649 shares; 2024Q4: 11,934 shares; 2025Q1: 98,954 shares; 2025Q2: 183,593 shares; 2025Q3: 93,990 shares; 2025Q4: 98,409 shares; 2026Q1: 108,334 shares; 2026Q2: 116,634 shares 116,634 $12.3M 0.41% +8,300 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: 67,699 shares; 2024Q4: not reported; 2025Q1: 64,946 shares; 2025Q2: 113,773 shares; 2025Q3: 59,117 shares; 2025Q4: 66,076 shares; 2026Q1: 71,221 shares; 2026Q2: 88,877 shares 88,877 $12.2M 0.41% +17,656 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: 4,132 shares; 2024Q4: 2,539 shares; 2025Q1: 5,456 shares; 2025Q2: 12,288 shares; 2025Q3: 7,822 shares; 2025Q4: 7,243 shares; 2026Q1: 7,674 shares; 2026Q2: 9,693 shares 9,693 $11.6M 0.39% +2,019 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 1,807 shares; 2025Q4: 2,278 shares; 2026Q1: 2,262 shares; 2026Q2: 51,964 shares 51,964 $11.6M 0.39% +49,702 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: 23,838 shares; 2024Q4: 7,726 shares; 2025Q1: 39,029 shares; 2025Q2: 74,699 shares; 2025Q3: 60,539 shares; 2025Q4: 64,559 shares; 2026Q1: 68,875 shares; 2026Q2: 95,826 shares 95,826 $11.3M 0.38% +26,951 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: not reported; 2024Q4: not reported; 2025Q1: 3,239 shares; 2025Q2: 9,260 shares; 2025Q3: 5,918 shares; 2025Q4: 6,623 shares; 2026Q1: 9,005 shares; 2026Q2: 86,109 shares 86,109 $11.1M 0.37% +77,104 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: 79,908 shares; 2024Q4: 3,872 shares; 2025Q1: 66,707 shares; 2025Q2: 125,864 shares; 2025Q3: 48,548 shares; 2025Q4: 54,444 shares; 2026Q1: 79,630 shares; 2026Q2: 86,566 shares 86,566 $10.8M 0.36% +6,936 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,094 shares; 2026Q1: 6,516 shares; 2026Q2: 195,021 shares 195,021 $10.4M 0.35% +188,505 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,085 shares; 2025Q2: 431,012 shares; 2025Q3: 244,361 shares; 2025Q4: 256,224 shares; 2026Q1: 279,966 shares; 2026Q2: 277,136 shares 277,136 $10.1M 0.34% -2,830 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 521,467 shares 521,467 $9.8M 0.33% new 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: 55,660 shares; 2024Q4: 36,095 shares; 2025Q1: 7,192 shares; 2025Q2: 127,516 shares; 2025Q3: 85,189 shares; 2025Q4: 101,325 shares; 2026Q1: 125,368 shares; 2026Q2: 185,837 shares 185,837 $9.62M 0.32% +60,469 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: 153,945 shares; 2024Q4: 6,373 shares; 2025Q1: 145,767 shares; 2025Q2: 316,877 shares; 2025Q3: 146,745 shares; 2025Q4: 159,611 shares; 2026Q1: 165,599 shares; 2026Q2: 125,349 shares 125,349 $9.6M 0.32% -40,250 Timeline BUFD 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: 122,277 shares; 2024Q4: not reported; 2025Q1: 117,062 shares; 2025Q2: 202,770 shares; 2025Q3: 286,982 shares; 2025Q4: 299,418 shares; 2026Q1: 319,416 shares; 2026Q2: 319,453 shares 319,453 $9.49M 0.32% +37 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: 31,520 shares; 2024Q4: 15,775 shares; 2025Q1: 56,556 shares; 2025Q2: 103,844 shares; 2025Q3: 50,640 shares; 2025Q4: 47,955 shares; 2026Q1: 52,795 shares; 2026Q2: 64,292 shares 64,292 $9.43M 0.32% +11,497 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: 14,830 shares; 2024Q4: not reported; 2025Q1: 21,848 shares; 2025Q2: 47,842 shares; 2025Q3: 25,118 shares; 2025Q4: 39,429 shares; 2026Q1: 40,117 shares; 2026Q2: 41,182 shares 41,182 $9.35M 0.32% +1,065 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: not reported; 2025Q1: not reported; 2025Q2: 7,073 shares; 2025Q3: 4,724 shares; 2025Q4: 3,556 shares; 2026Q1: 4,975 shares; 2026Q2: 8,100 shares 8,100 $9.35M 0.32% +3,125 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 5,414 shares; 2026Q2: 260,700 shares 260,700 $8.85M 0.3% +255,286 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: 75,428 shares; 2024Q4: 13,023 shares; 2025Q1: 99,802 shares; 2025Q2: 171,330 shares; 2025Q3: 89,752 shares; 2025Q4: 78,413 shares; 2026Q1: 81,263 shares; 2026Q2: 80,728 shares 80,728 $8.69M 0.29% -535 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,978 shares; 2024Q4: 5,877 shares; 2025Q1: 106,157 shares; 2025Q2: 179,816 shares; 2025Q3: 125,968 shares; 2025Q4: 150,342 shares; 2026Q1: 159,877 shares; 2026Q2: 169,089 shares 169,089 $8.67M 0.29% +9,212 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: 102,158 shares; 2024Q4: 96,455 shares; 2025Q1: 114,807 shares; 2025Q2: 122,195 shares; 2025Q3: 108,245 shares; 2025Q4: 103,979 shares; 2026Q1: 102,547 shares; 2026Q2: 97,096 shares 97,096 $8.64M 0.29% -5,451 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: 16,582 shares; 2024Q4: 8,365 shares; 2025Q1: 18,575 shares; 2025Q2: 36,728 shares; 2025Q3: 22,009 shares; 2025Q4: 20,043 shares; 2026Q1: 19,483 shares; 2026Q2: 24,936 shares 24,936 $8.56M 0.29% +5,453 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: 49,845 shares; 2024Q4: 3,459 shares; 2025Q1: 64,836 shares; 2025Q2: 42,010 shares; 2025Q3: 32,605 shares; 2025Q4: 34,277 shares; 2026Q1: 53,109 shares; 2026Q2: 86,237 shares 86,237 $8.54M 0.29% +33,128 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: 28,761 shares; 2024Q4: 4,425 shares; 2025Q1: 72,304 shares; 2025Q2: 87,762 shares; 2025Q3: 51,233 shares; 2025Q4: 64,678 shares; 2026Q1: 69,506 shares; 2026Q2: 157,489 shares 157,489 $8.44M 0.28% +87,983 Timeline AGEM ABRDN FDS More: the full row for ABRDN 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: 186,002 shares; 2026Q1: 183,193 shares; 2026Q2: 170,066 shares 170,066 $8.4M 0.28% -13,127 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: 9,508 shares; 2024Q4: 10,015 shares; 2025Q1: 2,037 shares; 2025Q2: 13,362 shares; 2025Q3: 11,838 shares; 2025Q4: 13,965 shares; 2026Q1: 17,543 shares; 2026Q2: 29,704 shares 29,704 $8.35M 0.28% +12,161 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: 14,050 shares; 2024Q4: 10,955 shares; 2025Q1: 9,322 shares; 2025Q2: 18,591 shares; 2025Q3: 12,932 shares; 2025Q4: 12,035 shares; 2026Q1: 13,571 shares; 2026Q2: 16,545 shares 16,545 $8.28M 0.28% +2,974 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: not reported; 2026Q1: 27,021 shares; 2026Q2: 303,648 shares 303,648 $8.26M 0.28% +276,627 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135,229 shares 135,229 $8.15M 0.28% new 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: 624 shares; 2024Q4: 554 shares; 2025Q1: 1,061 shares; 2025Q2: 2,822 shares; 2025Q3: 1,601 shares; 2025Q4: 1,887 shares; 2026Q1: 2,062 shares; 2026Q2: 12,797 shares 12,797 $8.12M 0.27% +10,735 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176,424 shares 176,424 $8.07M 0.27% new Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 137,295 shares; 2025Q1: 212,684 shares; 2025Q2: 222,447 shares; 2025Q3: 204,927 shares; 2025Q4: 223,797 shares; 2026Q1: 197,581 shares; 2026Q2: 210,886 shares 210,886 $7.9M 0.27% +13,305 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: not reported; 2024Q4: 1,840 shares; 2025Q1: 3,971 shares; 2025Q2: 6,929 shares; 2025Q3: 6,311 shares; 2025Q4: 3,712 shares; 2026Q1: 4,670 shares; 2026Q2: 50,002 shares 50,002 $7.58M 0.26% +45,332 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: 2,439 shares; 2024Q4: 1,967 shares; 2025Q1: 3,675 shares; 2025Q2: 7,307 shares; 2025Q3: 5,412 shares; 2025Q4: 54,520 shares; 2026Q1: 60,802 shares; 2026Q2: 104,267 shares 104,267 $7.44M 0.25% +43,465 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: 11,746 shares; 2024Q4: 6,600 shares; 2025Q1: 25,690 shares; 2025Q2: 49,358 shares; 2025Q3: 38,249 shares; 2025Q4: 25,350 shares; 2026Q1: 29,471 shares; 2026Q2: 50,546 shares 50,546 $7.41M 0.25% +21,075 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,741 shares; 2025Q2: 69,144 shares; 2025Q3: 47,062 shares; 2025Q4: 66,386 shares; 2026Q1: 87,127 shares; 2026Q2: 98,814 shares 98,814 $7.41M 0.25% +11,687 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: 79,600 shares; 2025Q1: 86,186 shares; 2025Q2: 93,263 shares; 2025Q3: 94,331 shares; 2025Q4: 85,730 shares; 2026Q1: 144,108 shares; 2026Q2: 168,894 shares 168,894 $7.29M 0.25% +24,786 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155,031 shares 155,031 $7.26M 0.25% new Timeline FTSM 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: 225,635 shares; 2024Q4: 6,895 shares; 2025Q1: 180,257 shares; 2025Q2: 287,994 shares; 2025Q3: 144,073 shares; 2025Q4: 139,744 shares; 2026Q1: 126,206 shares; 2026Q2: 119,626 shares 119,626 $7.15M 0.24% -6,580 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,053 shares; 2024Q4: not reported; 2025Q1: 37,653 shares; 2025Q2: 91,986 shares; 2025Q3: 44,402 shares; 2025Q4: 58,067 shares; 2026Q1: 63,843 shares; 2026Q2: 105,659 shares 105,659 $7.1M 0.24% +41,816 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: 49,545 shares; 2024Q4: 46,126 shares; 2025Q1: 50,369 shares; 2025Q2: 48,987 shares; 2025Q3: 40,273 shares; 2025Q4: 37,145 shares; 2026Q1: 36,157 shares; 2026Q2: 46,759 shares 46,759 $6.93M 0.23% +10,602 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: 37,487 shares; 2024Q4: 5,600 shares; 2025Q1: 46,130 shares; 2025Q2: 103,113 shares; 2025Q3: 58,867 shares; 2025Q4: 70,850 shares; 2026Q1: 69,287 shares; 2026Q2: 84,473 shares 84,473 $6.87M 0.23% +15,186 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,882 shares; 2025Q2: 119,166 shares; 2025Q3: 86,943 shares; 2025Q4: 124,001 shares; 2026Q1: 158,586 shares; 2026Q2: 170,527 shares 170,527 $6.86M 0.23% +11,941 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: 28,121 shares; 2024Q4: 3,059 shares; 2025Q1: 33,394 shares; 2025Q2: 85,775 shares; 2025Q3: 42,439 shares; 2025Q4: 41,730 shares; 2026Q1: 44,258 shares; 2026Q2: 53,267 shares 53,267 $6.84M 0.23% +9,009 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: 64,208 shares; 2024Q4: not reported; 2025Q1: 65,400 shares; 2025Q2: 138,948 shares; 2025Q3: 68,948 shares; 2025Q4: 72,376 shares; 2026Q1: 63,692 shares; 2026Q2: 66,237 shares 66,237 $6.83M 0.23% +2,545 Timeline AVDS 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: 77,430 shares; 2025Q2: 165,040 shares; 2025Q3: 82,149 shares; 2025Q4: 86,663 shares; 2026Q1: 85,631 shares; 2026Q2: 89,311 shares 89,311 $6.72M 0.23% +3,680 Timeline SPSB 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: 8,227 shares; 2024Q4: not reported; 2025Q1: 7,630 shares; 2025Q2: 16,720 shares; 2025Q3: 8,169 shares; 2025Q4: 8,078 shares; 2026Q1: 8,181 shares; 2026Q2: 222,108 shares 222,108 $6.67M 0.22% +213,927 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: 101,175 shares; 2024Q4: 17,711 shares; 2025Q1: 47,908 shares; 2025Q2: 115,670 shares; 2025Q3: 62,284 shares; 2025Q4: 67,554 shares; 2026Q1: 240,115 shares; 2026Q2: 287,718 shares 287,718 $6.55M 0.22% +47,603 Timeline SPHY 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: 83,617 shares; 2024Q4: 71,159 shares; 2025Q1: 46,508 shares; 2025Q2: 84,520 shares; 2025Q3: 59,562 shares; 2025Q4: 20,470 shares; 2026Q1: 31,436 shares; 2026Q2: 278,790 shares 278,790 $6.53M 0.22% +247,354 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: 9,365 shares; 2024Q4: 3,947 shares; 2025Q1: 12,518 shares; 2025Q2: 23,099 shares; 2025Q3: 14,106 shares; 2025Q4: 15,018 shares; 2026Q1: 16,647 shares; 2026Q2: 18,345 shares 18,345 $6.47M 0.22% +1,698 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,736 shares; 2024Q4: 43,683 shares; 2025Q1: 101,050 shares; 2025Q2: 125,255 shares; 2025Q3: 139,457 shares; 2025Q4: 58,772 shares; 2026Q1: 58,228 shares; 2026Q2: 159,229 shares 159,229 $6.42M 0.22% +101,001 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: 782 shares; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 1,856 shares; 2025Q3: 1,305 shares; 2025Q4: 1,474 shares; 2026Q1: 1,645 shares; 2026Q2: 17,930 shares 17,930 $6.35M 0.21% +16,285 Timeline BUFR 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: 80,583 shares; 2024Q4: 69,442 shares; 2025Q1: 83,868 shares; 2025Q2: 100,659 shares; 2025Q3: 81,568 shares; 2025Q4: 98,985 shares; 2026Q1: 109,417 shares; 2026Q2: 170,511 shares 170,511 $6.23M 0.21% +61,094 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: 122,852 shares; 2024Q4: 5,568 shares; 2025Q1: 117,016 shares; 2025Q2: 234,898 shares; 2025Q3: 116,756 shares; 2025Q4: 115,554 shares; 2026Q1: 113,007 shares; 2026Q2: 112,679 shares 112,679 $6.2M 0.21% -328 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: 85,828 shares; 2024Q4: 18,029 shares; 2025Q1: 67,469 shares; 2025Q2: 139,514 shares; 2025Q3: 84,085 shares; 2025Q4: 90,423 shares; 2026Q1: 63,025 shares; 2026Q2: 105,195 shares 105,195 $6.12M 0.21% +42,170 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,352 shares; 2024Q4: 1,915 shares; 2025Q1: 33,363 shares; 2025Q2: 73,514 shares; 2025Q3: 39,157 shares; 2025Q4: 36,462 shares; 2026Q1: 38,633 shares; 2026Q2: 36,715 shares 36,715 $6.04M 0.2% -1,918 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: not reported; 2025Q1: 3,368 shares; 2025Q2: 7,446 shares; 2025Q3: 4,579 shares; 2025Q4: 7,474 shares; 2026Q1: 8,576 shares; 2026Q2: 72,632 shares 72,632 $6M 0.2% +64,056 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: 32,041 shares; 2024Q4: 6,898 shares; 2025Q1: 63,576 shares; 2025Q2: 93,568 shares; 2025Q3: 82,100 shares; 2025Q4: 89,533 shares; 2026Q1: 94,934 shares; 2026Q2: 104,730 shares 104,730 $5.97M 0.2% +9,796 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,977 shares; 2025Q2: 40,094 shares; 2025Q3: 20,863 shares; 2025Q4: 23,714 shares; 2026Q1: 27,838 shares; 2026Q2: 49,910 shares 49,910 $5.82M 0.2% +22,072 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: 21,075 shares; 2024Q4: 11,904 shares; 2025Q1: 21,788 shares; 2025Q2: 29,785 shares; 2025Q3: 21,358 shares; 2025Q4: 9,566 shares; 2026Q1: 9,781 shares; 2026Q2: 46,583 shares 46,583 $5.78M 0.2% +36,802 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: 38,055 shares; 2024Q4: not reported; 2025Q1: 30,991 shares; 2025Q2: 143,996 shares; 2025Q3: 57,786 shares; 2025Q4: 62,610 shares; 2026Q1: 66,174 shares; 2026Q2: 68,034 shares 68,034 $5.7M 0.19% +1,860 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: 43,484 shares; 2024Q4: not reported; 2025Q1: 38,895 shares; 2025Q2: 82,498 shares; 2025Q3: 43,477 shares; 2025Q4: 44,588 shares; 2026Q1: 48,651 shares; 2026Q2: 59,911 shares 59,911 $5.66M 0.19% +11,260 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 9,105 shares; 2025Q1: 9,276 shares; 2025Q2: 18,230 shares; 2025Q3: 27,816 shares; 2025Q4: 29,375 shares; 2026Q1: 16,072 shares; 2026Q2: 154,322 shares 154,322 $5.58M 0.19% +138,250 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: 10,096 shares; 2024Q4: not reported; 2025Q1: 13,605 shares; 2025Q2: 29,208 shares; 2025Q3: 11,873 shares; 2025Q4: 11,678 shares; 2026Q1: 14,110 shares; 2026Q2: 35,066 shares 35,066 $5.56M 0.19% +20,956 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: 24,985 shares; 2024Q4: 24,263 shares; 2025Q1: 116,297 shares; 2025Q2: 11,549 shares; 2025Q3: 119,730 shares; 2025Q4: 86,463 shares; 2026Q1: 108,261 shares; 2026Q2: 116,407 shares 116,407 $5.56M 0.19% +8,146 Timeline AVRE 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: 70,392 shares; 2024Q4: not reported; 2025Q1: 97,275 shares; 2025Q2: 207,576 shares; 2025Q3: 105,484 shares; 2025Q4: 111,741 shares; 2026Q1: 111,705 shares; 2026Q2: 116,749 shares 116,749 $5.53M 0.19% +5,044 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: 13,064 shares; 2024Q4: 14,709 shares; 2025Q1: 110,582 shares; 2025Q2: 21,693 shares; 2025Q3: 87,197 shares; 2025Q4: 88,422 shares; 2026Q1: 88,543 shares; 2026Q2: 59,139 shares 59,139 $5.42M 0.18% -29,404 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: 55,152 shares; 2025Q3: 70,523 shares; 2025Q4: 84,334 shares; 2026Q1: 104,072 shares; 2026Q2: 102,669 shares 102,669 $5.41M 0.18% -1,403 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 4,338 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,767 shares 36,767 $5.38M 0.18% new Timeline FNDE 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: 6,701 shares; 2025Q2: 133,206 shares; 2025Q3: 124,772 shares; 2025Q4: 133,279 shares; 2026Q1: 141,937 shares; 2026Q2: 134,185 shares 134,185 $5.32M 0.18% -7,752 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: 40,247 shares; 2024Q4: 19,377 shares; 2025Q1: 51,093 shares; 2025Q2: 102,196 shares; 2025Q3: 69,383 shares; 2025Q4: 53,447 shares; 2026Q1: 53,059 shares; 2026Q2: 64,138 shares 64,138 $5.3M 0.18% +11,079 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: 1,773 shares; 2024Q4: not reported; 2025Q1: 2,422 shares; 2025Q2: 7,708 shares; 2025Q3: 4,642 shares; 2025Q4: 5,234 shares; 2026Q1: 5,060 shares; 2026Q2: 7,123 shares 7,123 $5.15M 0.17% +2,063 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: not reported; 2024Q4: not reported; 2025Q1: 42,973 shares; 2025Q2: 165,764 shares; 2025Q3: 92,672 shares; 2025Q4: 101,408 shares; 2026Q1: 121,595 shares; 2026Q2: 196,159 shares 196,159 $5.15M 0.17% +74,564 Timeline JHCR JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 203,669 shares 203,669 $5.14M 0.17% new 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: 116,506 shares; 2024Q4: 6,739 shares; 2025Q1: 121,121 shares; 2025Q2: 189,343 shares; 2025Q3: 103,094 shares; 2025Q4: 106,780 shares; 2026Q1: 111,234 shares; 2026Q2: 108,169 shares 108,169 $5.06M 0.17% -3,065 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,001 shares; 2025Q1: 51,187 shares; 2025Q2: 126,205 shares; 2025Q3: 53,018 shares; 2025Q4: 59,198 shares; 2026Q1: 75,049 shares; 2026Q2: 98,454 shares 98,454 $4.98M 0.17% +23,405 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: not reported; 2025Q4: 4,354 shares; 2026Q1: 17,642 shares; 2026Q2: 59,845 shares 59,845 $4.91M 0.17% +42,203 Timeline AVES 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: 64,578 shares; 2025Q2: 137,640 shares; 2025Q3: 68,468 shares; 2025Q4: 72,298 shares; 2026Q1: 71,633 shares; 2026Q2: 74,237 shares 74,237 $4.87M 0.16% +2,604 Timeline DDWM 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: 58,290 shares; 2025Q3: 70,136 shares; 2025Q4: 80,249 shares; 2026Q1: 88,086 shares; 2026Q2: 105,357 shares 105,357 $4.87M 0.16% +17,271 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: 5,290 shares; 2024Q4: 2,492 shares; 2025Q1: 6,004 shares; 2025Q2: 12,645 shares; 2025Q3: 7,870 shares; 2025Q4: 7,214 shares; 2026Q1: 7,899 shares; 2026Q2: 9,420 shares 9,420 $4.84M 0.16% +1,521 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: 127,244 shares; 2024Q4: not reported; 2025Q1: 108,195 shares; 2025Q2: 194,428 shares; 2025Q3: 76,622 shares; 2025Q4: 78,481 shares; 2026Q1: 81,130 shares; 2026Q2: 127,209 shares 127,209 $4.74M 0.16% +46,079 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS 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: 22,182 shares 22,182 $4.7M 0.16% new 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: 17,457 shares; 2024Q4: 2,184 shares; 2025Q1: 19,452 shares; 2025Q2: 33,079 shares; 2025Q3: 18,724 shares; 2025Q4: 15,990 shares; 2026Q1: 16,034 shares; 2026Q2: 19,255 shares 19,255 $4.67M 0.16% +3,221 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: 1,268 shares; 2024Q4: 2,482 shares; 2025Q1: 4,015 shares; 2025Q2: 8,025 shares; 2025Q3: 5,046 shares; 2025Q4: 5,353 shares; 2026Q1: 5,261 shares; 2026Q2: 9,315 shares 9,315 $4.45M 0.15% +4,054 Timeline BKLN 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: 51,203 shares; 2024Q4: not reported; 2025Q1: 376,219 shares; 2025Q2: 64,636 shares; 2025Q3: 297,723 shares; 2025Q4: 299,155 shares; 2026Q1: 303,398 shares; 2026Q2: 218,080 shares 218,080 $4.44M 0.15% -85,318 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: 6,274 shares; 2024Q4: 2,016 shares; 2025Q1: 6,693 shares; 2025Q2: 16,535 shares; 2025Q3: 10,140 shares; 2025Q4: 11,415 shares; 2026Q1: 12,594 shares; 2026Q2: 16,378 shares 16,378 $4.43M 0.15% +3,784 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,961 shares; 2025Q1: not reported; 2025Q2: 56,260 shares; 2025Q3: 37,715 shares; 2025Q4: 43,775 shares; 2026Q1: 54,127 shares; 2026Q2: 76,480 shares 76,480 $4.41M 0.15% +22,353 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 4,254 shares; 2025Q1: 16,787 shares; 2025Q2: 7,576 shares; 2025Q3: 13,163 shares; 2025Q4: 16,313 shares; 2026Q1: 16,955 shares; 2026Q2: 20,184 shares 20,184 $4.4M 0.15% +3,229 Timeline XLU 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: 4,897 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,456 shares; 2025Q3: 15,139 shares; 2025Q4: 49,089 shares; 2026Q1: 44,290 shares; 2026Q2: 96,885 shares 96,885 $4.39M 0.15% +52,595 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,594 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,845 shares 13,845 $4.36M 0.15% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,949 shares; 2024Q4: not reported; 2025Q1: 36,349 shares; 2025Q2: 81,586 shares; 2025Q3: 57,408 shares; 2025Q4: 61,117 shares; 2026Q1: 68,150 shares; 2026Q2: 104,812 shares 104,812 $4.34M 0.15% +36,662 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: 13,646 shares; 2026Q2: 117,896 shares 117,896 $4.31M 0.15% +104,250 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 54,442 shares; 2025Q3: 43,942 shares; 2025Q4: 62,803 shares; 2026Q1: 78,933 shares; 2026Q2: 94,429 shares 94,429 $4.3M 0.14% +15,496 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,550 shares; 2024Q4: not reported; 2025Q1: 166,556 shares; 2025Q2: 78,672 shares; 2025Q3: 31,953 shares; 2025Q4: 50,368 shares; 2026Q1: 45,810 shares; 2026Q2: 89,891 shares 89,891 $4.21M 0.14% +44,081 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,296 shares; 2025Q2: not reported; 2025Q3: 6,389 shares; 2025Q4: 4,399 shares; 2026Q1: 3,642 shares; 2026Q2: 11,880 shares 11,880 $4.21M 0.14% +8,238 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: 141,818 shares; 2024Q4: not reported; 2025Q1: 130,839 shares; 2025Q2: 226,492 shares; 2025Q3: 110,334 shares; 2025Q4: 107,381 shares; 2026Q1: 90,958 shares; 2026Q2: 103,592 shares 103,592 $4.21M 0.14% +12,634 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,944 shares; 2024Q4: 1,917 shares; 2025Q1: 6,114 shares; 2025Q2: 3,474 shares; 2025Q3: 3,776 shares; 2025Q4: 5,238 shares; 2026Q1: 5,242 shares; 2026Q2: 48,312 shares 48,312 $4.16M 0.14% +43,070 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 14,908 shares; 2025Q3: 9,018 shares; 2025Q4: 8,189 shares; 2026Q1: 8,507 shares; 2026Q2: 43,287 shares 43,287 $4.14M 0.14% +34,780 Timeline GOVI 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: 187,519 shares; 2024Q4: not reported; 2025Q1: 212,762 shares; 2025Q2: 98,192 shares; 2025Q3: 38,771 shares; 2025Q4: 42,819 shares; 2026Q1: 8,937 shares; 2026Q2: 151,671 shares 151,671 $4.12M 0.14% +142,734 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: 15,166 shares; 2024Q4: 4,860 shares; 2025Q1: 17,138 shares; 2025Q2: 32,996 shares; 2025Q3: 22,783 shares; 2025Q4: 26,327 shares; 2026Q1: 33,778 shares; 2026Q2: 42,550 shares 42,550 $4.1M 0.14% +8,772 Timeline XLC 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: 19,552 shares; 2024Q4: 10,145 shares; 2025Q1: 26,630 shares; 2025Q2: 48,489 shares; 2025Q3: 32,732 shares; 2025Q4: 34,448 shares; 2026Q1: 27,547 shares; 2026Q2: 38,168 shares 38,168 $4.09M 0.14% +10,621 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: not reported; 2025Q1: 17,574 shares; 2025Q2: 53,577 shares; 2025Q3: 26,203 shares; 2025Q4: 31,785 shares; 2026Q1: 42,693 shares; 2026Q2: 55,347 shares 55,347 $4.08M 0.14% +12,654 Timeline VGIT 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: 62,818 shares; 2024Q4: not reported; 2025Q1: 72,449 shares; 2025Q2: 142,898 shares; 2025Q3: 66,782 shares; 2025Q4: 56,811 shares; 2026Q1: 77,381 shares; 2026Q2: 68,949 shares 68,949 $4.07M 0.14% -8,432 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: 8,983 shares; 2024Q4: 8,973 shares; 2025Q1: 19,049 shares; 2025Q2: 24,067 shares; 2025Q3: 15,974 shares; 2025Q4: 18,768 shares; 2026Q1: 12,926 shares; 2026Q2: 11,854 shares 11,854 $4.06M 0.14% -1,072 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: 6,844 shares; 2024Q4: 6,844 shares; 2025Q1: 6,844 shares; 2025Q2: 65,322 shares; 2025Q3: 36,951 shares; 2025Q4: 45,887 shares; 2026Q1: 53,952 shares; 2026Q2: 59,567 shares 59,567 $4.02M 0.14% +5,615 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: 2,607 shares; 2024Q4: 2,834 shares; 2025Q1: 2,861 shares; 2025Q2: 6,477 shares; 2025Q3: 3,705 shares; 2025Q4: not reported; 2026Q1: 1,419 shares; 2026Q2: 15,394 shares 15,394 $4.01M 0.14% +13,975 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: 34,238 shares; 2024Q4: not reported; 2025Q1: 33,260 shares; 2025Q2: 88,014 shares; 2025Q3: 44,964 shares; 2025Q4: 41,959 shares; 2026Q1: 39,202 shares; 2026Q2: 39,835 shares 39,835 $4M 0.13% +633 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,860 shares; 2024Q4: 12,357 shares; 2025Q1: 30,335 shares; 2025Q2: 49,653 shares; 2025Q3: 22,849 shares; 2025Q4: 23,946 shares; 2026Q1: 27,065 shares; 2026Q2: 42,006 shares 42,006 $3.97M 0.13% +14,941 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,342 shares; 2024Q4: not reported; 2025Q1: 16,742 shares; 2025Q2: 22,778 shares; 2025Q3: 10,127 shares; 2025Q4: 12,168 shares; 2026Q1: 13,605 shares; 2026Q2: 104,034 shares 104,034 $3.97M 0.13% +90,429 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: not reported; 2025Q2: 8,396 shares; 2025Q3: 4,694 shares; 2025Q4: 5,410 shares; 2026Q1: 6,116 shares; 2026Q2: 38,054 shares 38,054 $3.94M 0.13% +31,938 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: 8,438 shares; 2024Q4: 17,791 shares; 2025Q1: 15,149 shares; 2025Q2: 23,380 shares; 2025Q3: 14,467 shares; 2025Q4: 12,912 shares; 2026Q1: 17,903 shares; 2026Q2: 38,826 shares 38,826 $3.91M 0.13% +20,923 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: 58,236 shares; 2026Q2: 77,482 shares 77,482 $3.9M 0.13% +19,246 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,630 shares; 2024Q4: 4,427 shares; 2025Q1: 7,567 shares; 2025Q2: 10,272 shares; 2025Q3: 10,322 shares; 2025Q4: 8,186 shares; 2026Q1: 7,883 shares; 2026Q2: 10,486 shares 10,486 $3.88M 0.13% +2,603 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: not reported; 2025Q1: 1,252 shares; 2025Q2: 5,138 shares; 2025Q3: 3,443 shares; 2025Q4: 4,411 shares; 2026Q1: 4,737 shares; 2026Q2: 10,539 shares 10,539 $3.82M 0.13% +5,802 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,647 shares; 2024Q4: 3,055 shares; 2025Q1: 15,064 shares; 2025Q2: 30,534 shares; 2025Q3: 13,503 shares; 2025Q4: 18,233 shares; 2026Q1: 17,306 shares; 2026Q2: 41,488 shares 41,488 $3.8M 0.13% +24,182 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: 51,276 shares; 2024Q4: 44,443 shares; 2025Q1: 48,488 shares; 2025Q2: 49,355 shares; 2025Q3: 45,115 shares; 2025Q4: 40,775 shares; 2026Q1: 36,968 shares; 2026Q2: 39,139 shares 39,139 $3.74M 0.13% +2,171 Timeline DFSI 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: 20,583 shares; 2025Q2: not reported; 2025Q3: 23,009 shares; 2025Q4: 82,970 shares; 2026Q1: 76,056 shares; 2026Q2: 82,737 shares 82,737 $3.73M 0.13% +6,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215,223 shares; 2025Q4: 227,302 shares; 2026Q1: 123,908 shares; 2026Q2: 126,577 shares 126,577 $3.73M 0.13% +2,669 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: 102,949 shares; 2025Q4: 105,196 shares; 2026Q1: 96,180 shares; 2026Q2: 95,925 shares 95,925 $3.7M 0.12% -255 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: 84,476 shares; 2024Q4: not reported; 2025Q1: 70,329 shares; 2025Q2: 118,316 shares; 2025Q3: 56,905 shares; 2025Q4: 55,193 shares; 2026Q1: 54,747 shares; 2026Q2: 52,478 shares 52,478 $3.67M 0.12% -2,269 Timeline ARKQ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,732 shares 27,732 $3.67M 0.12% new 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: 27,764 shares; 2024Q4: 27,272 shares; 2025Q1: 123,385 shares; 2025Q2: 14,079 shares; 2025Q3: 126,846 shares; 2025Q4: 84,429 shares; 2026Q1: 83,885 shares; 2026Q2: 86,568 shares 86,568 $3.65M 0.12% +2,683 Timeline VTWO 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: 15,807 shares; 2024Q4: not reported; 2025Q1: 18,227 shares; 2025Q2: 36,788 shares; 2025Q3: 28,569 shares; 2025Q4: 29,024 shares; 2026Q1: 30,923 shares; 2026Q2: 30,074 shares 30,074 $3.65M 0.12% -849 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: 38,975 shares; 2024Q4: not reported; 2025Q1: 57,167 shares; 2025Q2: 26,384 shares; 2025Q3: 11,212 shares; 2025Q4: 15,340 shares; 2026Q1: 19,357 shares; 2026Q2: 25,989 shares 25,989 $3.63M 0.12% +6,632 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 52,911 shares 52,911 $3.61M 0.12% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 909 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 2,135 shares; 2025Q3: 3,285 shares; 2025Q4: 1,972 shares; 2026Q1: 1,314 shares; 2026Q2: 28,626 shares 28,626 $3.42M 0.12% +27,312 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 30,304 shares; 2025Q3: 55,267 shares; 2025Q4: 55,907 shares; 2026Q1: 59,624 shares; 2026Q2: 60,819 shares 60,819 $3.42M 0.12% +1,195 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: 4,282 shares; 2024Q4: 1,503 shares; 2025Q1: 5,108 shares; 2025Q2: 8,965 shares; 2025Q3: 4,178 shares; 2025Q4: 3,900 shares; 2026Q1: 3,807 shares; 2026Q2: 6,666 shares 6,666 $3.4M 0.11% +2,859 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: 5,053 shares; 2024Q4: 3,523 shares; 2025Q1: 4,330 shares; 2025Q2: 4,900 shares; 2025Q3: 5,701 shares; 2025Q4: 3,705 shares; 2026Q1: 6,330 shares; 2026Q2: 18,193 shares 18,193 $3.37M 0.11% +11,863 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: 12,098 shares; 2024Q4: 11,169 shares; 2025Q1: 14,370 shares; 2025Q2: 10,251 shares; 2025Q3: 16,233 shares; 2025Q4: 15,885 shares; 2026Q1: 15,723 shares; 2026Q2: 21,796 shares 21,796 $3.36M 0.11% +6,073 Timeline SCEP STERLING CAP FDS More: the full row for STERLING CAP 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: 135,001 shares; 2026Q2: 134,263 shares 134,263 $3.36M 0.11% -738 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: 17,960 shares; 2024Q4: 19,421 shares; 2025Q1: 12,043 shares; 2025Q2: 23,320 shares; 2025Q3: 14,071 shares; 2025Q4: 7,645 shares; 2026Q1: 6,911 shares; 2026Q2: 15,725 shares 15,725 $3.35M 0.11% +8,814 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,221 shares; 2025Q2: 11,150 shares; 2025Q3: 5,442 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,993 shares 70,993 $3.32M 0.11% new 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: 24,149 shares; 2024Q4: 23,100 shares; 2025Q1: 58,268 shares; 2025Q2: 39,541 shares; 2025Q3: 48,498 shares; 2025Q4: 42,105 shares; 2026Q1: 40,618 shares; 2026Q2: 45,855 shares 45,855 $3.3M 0.11% +5,237 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: not reported; 2024Q4: not reported; 2025Q1: 8,208 shares; 2025Q2: not reported; 2025Q3: 8,573 shares; 2025Q4: 7,704 shares; 2026Q1: 10,640 shares; 2026Q2: 102,908 shares 102,908 $3.29M 0.11% +92,268 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: 6,221 shares; 2024Q4: 4,340 shares; 2025Q1: 3,968 shares; 2025Q2: 13,650 shares; 2025Q3: 9,825 shares; 2025Q4: 9,867 shares; 2026Q1: 12,804 shares; 2026Q2: 18,065 shares 18,065 $3.27M 0.11% +5,261 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: 116,258 shares 116,258 $3.26M 0.11% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 34,238 shares 34,238 $3.25M 0.11% 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: 65,315 shares; 2026Q2: 101,393 shares 101,393 $3.22M 0.11% +36,078 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: 8,658 shares; 2024Q4: not reported; 2025Q1: 58,923 shares; 2025Q2: 119,580 shares; 2025Q3: 115,859 shares; 2025Q4: 121,020 shares; 2026Q1: 93,471 shares; 2026Q2: 115,421 shares 115,421 $3.2M 0.11% +21,950 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: 48,864 shares; 2024Q4: not reported; 2025Q1: 50,370 shares; 2025Q2: 111,508 shares; 2025Q3: 56,361 shares; 2025Q4: 57,910 shares; 2026Q1: 48,631 shares; 2026Q2: 61,037 shares 61,037 $3.19M 0.11% +12,406 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,377 shares; 2025Q2: 80,688 shares; 2025Q3: 39,662 shares; 2025Q4: 37,086 shares; 2026Q1: 37,753 shares; 2026Q2: 37,186 shares 37,186 $3.18M 0.11% -567 Timeline RWL 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: 18,502 shares; 2024Q4: 14,653 shares; 2025Q1: 17,866 shares; 2025Q2: 48,111 shares; 2025Q3: 19,923 shares; 2025Q4: 19,708 shares; 2026Q1: 22,778 shares; 2026Q2: 24,422 shares 24,422 $3.12M 0.11% +1,644 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: 22,492 shares; 2025Q3: 29,172 shares; 2025Q4: 28,604 shares; 2026Q1: 27,909 shares; 2026Q2: 39,050 shares 39,050 $3.1M 0.1% +11,141 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: 23,378 shares; 2024Q4: 7,186 shares; 2025Q1: 29,059 shares; 2025Q2: 41,399 shares; 2025Q3: 19,871 shares; 2025Q4: 16,841 shares; 2026Q1: 17,173 shares; 2026Q2: 22,816 shares 22,816 $3.09M 0.1% +5,643 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,428 shares; 2025Q2: 46,108 shares; 2025Q3: 27,965 shares; 2025Q4: 39,574 shares; 2026Q1: 51,747 shares; 2026Q2: 63,354 shares 63,354 $3.08M 0.1% +11,607 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,976 shares; 2024Q4: 17,801 shares; 2025Q1: 27,763 shares; 2025Q2: 33,293 shares; 2025Q3: 71,746 shares; 2025Q4: 58,522 shares; 2026Q1: 73,784 shares; 2026Q2: 110,221 shares 110,221 $3.04M 0.1% +36,437 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: 27,090 shares; 2024Q4: 3,066 shares; 2025Q1: 20,763 shares; 2025Q2: 39,718 shares; 2025Q3: 13,196 shares; 2025Q4: 15,932 shares; 2026Q1: 17,530 shares; 2026Q2: 20,535 shares 20,535 $3.01M 0.1% +3,005 Timeline SCMC STERLING CAP FDS More: the full row for STERLING CAP 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: 101,047 shares; 2026Q2: 119,478 shares 119,478 $3M 0.1% +18,431 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,457 shares; 2025Q4: 43,882 shares; 2026Q1: 12,458 shares; 2026Q2: 120,056 shares 120,056 $2.96M 0.1% +107,598 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: not reported; 2024Q4: not reported; 2025Q1: 9,892 shares; 2025Q2: not reported; 2025Q3: 7,973 shares; 2025Q4: 12,234 shares; 2026Q1: 23,423 shares; 2026Q2: 55,649 shares 55,649 $2.96M 0.1% +32,226 Timeline DFGX 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: 73,317 shares; 2025Q2: not reported; 2025Q3: 79,116 shares; 2025Q4: 44,660 shares; 2026Q1: 46,836 shares; 2026Q2: 54,083 shares 54,083 $2.9M 0.1% +7,247 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,555 shares; 2025Q2: 99,854 shares; 2025Q3: 49,120 shares; 2025Q4: 45,572 shares; 2026Q1: 45,433 shares; 2026Q2: 44,723 shares 44,723 $2.85M 0.1% -710 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107,164 shares; 2025Q2: not reported; 2025Q3: 68,081 shares; 2025Q4: 89,094 shares; 2026Q1: 85,270 shares; 2026Q2: 124,321 shares 124,321 $2.78M 0.09% +39,051 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: 4,239 shares; 2024Q4: not reported; 2025Q1: 6,690 shares; 2025Q2: 11,188 shares; 2025Q3: 6,857 shares; 2025Q4: 8,637 shares; 2026Q1: 7,656 shares; 2026Q2: 23,476 shares 23,476 $2.75M 0.09% +15,820 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 420 shares; 2025Q4: 474 shares; 2026Q1: 584 shares; 2026Q2: 9,086 shares 9,086 $2.74M 0.09% +8,502 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: 4,629 shares; 2024Q4: 11,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,798 shares 93,798 $2.72M 0.09% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,668 shares 111,668 $2.71M 0.09% new Timeline BUFY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,463 shares; 2025Q4: 106,983 shares; 2026Q1: 117,633 shares; 2026Q2: 115,817 shares 115,817 $2.71M 0.09% -1,816 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: 132,156 shares; 2025Q3: 64,489 shares; 2025Q4: 73,057 shares; 2026Q1: 87,906 shares; 2026Q2: 62,512 shares 62,512 $2.69M 0.09% -25,394 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: 53,160 shares 53,160 $2.67M 0.09% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,866 shares 39,866 $2.67M 0.09% new 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: 5,887 shares; 2024Q4: 3,209 shares; 2025Q1: 4,842 shares; 2025Q2: 14,685 shares; 2025Q3: 12,920 shares; 2025Q4: 10,769 shares; 2026Q1: 9,846 shares; 2026Q2: 11,261 shares 11,261 $2.66M 0.09% +1,415 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,852 shares; 2025Q3: 4,853 shares; 2025Q4: 2,401 shares; 2026Q1: 2,076 shares; 2026Q2: 20,383 shares 20,383 $2.66M 0.09% +18,307 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: 13,823 shares; 2024Q4: 11,977 shares; 2025Q1: 43,097 shares; 2025Q2: 17,993 shares; 2025Q3: 41,402 shares; 2025Q4: 45,649 shares; 2026Q1: 52,063 shares; 2026Q2: 37,275 shares 37,275 $2.66M 0.09% -14,788 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: 7,224 shares; 2024Q4: not reported; 2025Q1: 8,377 shares; 2025Q2: 13,048 shares; 2025Q3: 8,357 shares; 2025Q4: 8,683 shares; 2026Q1: 6,378 shares; 2026Q2: 21,750 shares 21,750 $2.65M 0.09% +15,372 Timeline ACTS FIS TR More: the full row for FIS 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: 90,672 shares 90,672 $2.64M 0.09% new 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: 36,356 shares; 2024Q4: not reported; 2025Q1: 74,243 shares; 2025Q2: 59,988 shares; 2025Q3: 47,668 shares; 2025Q4: 40,079 shares; 2026Q1: 44,680 shares; 2026Q2: 109,120 shares 109,120 $2.63M 0.09% +64,440 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,512 shares; 2025Q3: 4,938 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,259 shares 42,259 $2.62M 0.09% new Timeline FMF 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: 20,159 shares; 2024Q4: not reported; 2025Q1: 24,542 shares; 2025Q2: 58,368 shares; 2025Q3: 18,604 shares; 2025Q4: 26,595 shares; 2026Q1: 34,955 shares; 2026Q2: 51,811 shares 51,811 $2.6M 0.09% +16,856 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: 1,589 shares; 2024Q4: not reported; 2025Q1: 2,770 shares; 2025Q2: 6,596 shares; 2025Q3: 5,362 shares; 2025Q4: 4,273 shares; 2026Q1: 4,714 shares; 2026Q2: 6,901 shares 6,901 $2.58M 0.09% +2,187 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: 32,550 shares; 2024Q4: 10,886 shares; 2025Q1: 34,162 shares; 2025Q2: 101,364 shares; 2025Q3: 46,967 shares; 2025Q4: 48,533 shares; 2026Q1: 48,276 shares; 2026Q2: 90,557 shares 90,557 $2.57M 0.09% +42,281 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,232 shares; 2024Q4: not reported; 2025Q1: 40,437 shares; 2025Q2: 96,386 shares; 2025Q3: 29,784 shares; 2025Q4: 43,673 shares; 2026Q1: 52,185 shares; 2026Q2: 81,186 shares 81,186 $2.57M 0.09% +29,001 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: 6,330 shares; 2024Q4: 2,610 shares; 2025Q1: 7,900 shares; 2025Q2: 15,946 shares; 2025Q3: 8,120 shares; 2025Q4: 7,253 shares; 2026Q1: 7,588 shares; 2026Q2: 9,413 shares 9,413 $2.56M 0.09% +1,825 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 16,308 shares; 2025Q3: 9,387 shares; 2025Q4: 10,374 shares; 2026Q1: 12,290 shares; 2026Q2: 27,863 shares 27,863 $2.45M 0.08% +15,573 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: 12,632 shares; 2024Q4: 8,252 shares; 2025Q1: 17,758 shares; 2025Q2: 32,226 shares; 2025Q3: 16,552 shares; 2025Q4: 18,448 shares; 2026Q1: 25,056 shares; 2026Q2: 26,908 shares 26,908 $2.44M 0.08% +1,852 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,843 shares 48,843 $2.42M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,746 shares 3,746 $2.4M 0.08% new Timeline XCCC 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: 100,232 shares; 2025Q2: not reported; 2025Q3: 62,795 shares; 2025Q4: 77,296 shares; 2026Q1: 76,504 shares; 2026Q2: 65,489 shares 65,489 $2.39M 0.08% -11,015 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,499 shares; 2025Q2: 69,082 shares; 2025Q3: 51,508 shares; 2025Q4: 78,047 shares; 2026Q1: 98,561 shares; 2026Q2: 112,827 shares 112,827 $2.39M 0.08% +14,266 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 9,581 shares; 2025Q2: 2,000 shares; 2025Q3: 7,831 shares; 2025Q4: 7,579 shares; 2026Q1: 6,836 shares; 2026Q2: 15,746 shares 15,746 $2.36M 0.08% +8,910 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: 5,016 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,313 shares; 2026Q2: 88,991 shares 88,991 $2.36M 0.08% +59,678 Timeline CWB 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: 16,443 shares; 2024Q4: not reported; 2025Q1: 33,420 shares; 2025Q2: 72,844 shares; 2025Q3: 22,974 shares; 2025Q4: 14,626 shares; 2026Q1: 14,660 shares; 2026Q2: 21,857 shares 21,857 $2.36M 0.08% +7,197 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 1,217 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,746 shares 14,746 $2.34M 0.08% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,088 shares; 2026Q1: not reported; 2026Q2: 11,304 shares 11,304 $2.33M 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 308,346 shares; 2025Q2: not reported; 2025Q3: 203,948 shares; 2025Q4: 234,902 shares; 2026Q1: 223,823 shares; 2026Q2: 213,483 shares 213,483 $2.33M 0.08% -10,340 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: 5,529 shares; 2024Q4: not reported; 2025Q1: 6,507 shares; 2025Q2: 14,330 shares; 2025Q3: 7,055 shares; 2025Q4: 7,022 shares; 2026Q1: 7,550 shares; 2026Q2: 7,760 shares 7,760 $2.31M 0.08% +210 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: 6,681 shares; 2024Q4: 3,687 shares; 2025Q1: 7,357 shares; 2025Q2: 12,654 shares; 2025Q3: 10,170 shares; 2025Q4: 8,731 shares; 2026Q1: 9,649 shares; 2026Q2: 10,623 shares 10,623 $2.3M 0.08% +974 Timeline BALI 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: 67,464 shares 67,464 $2.28M 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,227 shares; 2025Q4: 985 shares; 2026Q1: 1,350 shares; 2026Q2: 1,939 shares 1,939 $2.28M 0.08% +589 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,402 shares 48,402 $2.25M 0.08% new 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: 728 shares; 2024Q4: 687 shares; 2025Q1: 1,353 shares; 2025Q2: 2,171 shares; 2025Q3: 1,417 shares; 2025Q4: 1,520 shares; 2026Q1: 1,640 shares; 2026Q2: 2,939 shares 2,939 $2.24M 0.08% +1,299 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,365 shares 100,365 $2.24M 0.08% new Timeline PGHY 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: 112,686 shares; 2025Q2: not reported; 2025Q3: 86,214 shares; 2025Q4: 103,725 shares; 2026Q1: 98,597 shares; 2026Q2: 113,325 shares 113,325 $2.23M 0.08% +14,728 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: 31,259 shares; 2024Q4: 33,377 shares; 2025Q1: 147,184 shares; 2025Q2: 113,079 shares; 2025Q3: 94,483 shares; 2025Q4: 56,797 shares; 2026Q1: 57,802 shares; 2026Q2: 70,212 shares 70,212 $2.23M 0.08% +12,410 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: 80,005 shares; 2025Q4: 77,425 shares; 2026Q1: 86,315 shares; 2026Q2: 85,807 shares 85,807 $2.22M 0.07% -508 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,407 shares 45,407 $2.22M 0.07% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,282 shares 52,282 $2.21M 0.07% new Timeline XLB 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: not reported; 2026Q1: 8,684 shares; 2026Q2: 43,385 shares 43,385 $2.21M 0.07% +34,701 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: 89,267 shares; 2024Q4: not reported; 2025Q1: 82,383 shares; 2025Q2: 157,248 shares; 2025Q3: 65,761 shares; 2025Q4: 65,800 shares; 2026Q1: 57,465 shares; 2026Q2: 52,801 shares 52,801 $2.2M 0.07% -4,664 Timeline HELO 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: 10,848 shares; 2025Q3: 8,232 shares; 2025Q4: 11,419 shares; 2026Q1: 14,916 shares; 2026Q2: 32,598 shares 32,598 $2.2M 0.07% +17,682 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 477 shares; 2025Q4: 614 shares; 2026Q1: 843 shares; 2026Q2: 4,473 shares 4,473 $2.2M 0.07% +3,630 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: 7,879 shares; 2024Q4: not reported; 2025Q1: 12,161 shares; 2025Q2: 24,306 shares; 2025Q3: 15,496 shares; 2025Q4: 18,228 shares; 2026Q1: 20,556 shares; 2026Q2: 26,198 shares 26,198 $2.18M 0.07% +5,642 Timeline GWX 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: 46,312 shares; 2025Q3: 30,394 shares; 2025Q4: 36,902 shares; 2026Q1: 45,262 shares; 2026Q2: 49,632 shares 49,632 $2.17M 0.07% +4,370 Timeline USD PROSHARES TR More: the full row for PROSHARES 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: 20,821 shares 20,821 $2.17M 0.07% new 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: 6,235 shares; 2024Q4: 3,800 shares; 2025Q1: 9,097 shares; 2025Q2: 11,211 shares; 2025Q3: 16,822 shares; 2025Q4: 5,684 shares; 2026Q1: 5,431 shares; 2026Q2: 7,192 shares 7,192 $2.16M 0.07% +1,761 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: 13,277 shares; 2024Q4: not reported; 2025Q1: 13,266 shares; 2025Q2: 28,670 shares; 2025Q3: 5,053 shares; 2025Q4: 4,509 shares; 2026Q1: 5,594 shares; 2026Q2: 40,439 shares 40,439 $2.13M 0.07% +34,845 Timeline RWO 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: 14,806 shares; 2024Q4: 13,193 shares; 2025Q1: not reported; 2025Q2: 37,766 shares; 2025Q3: 25,206 shares; 2025Q4: 30,291 shares; 2026Q1: 38,617 shares; 2026Q2: 42,319 shares 42,319 $2.1M 0.07% +3,702 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: 7,272 shares; 2024Q4: 3,123 shares; 2025Q1: 9,144 shares; 2025Q2: 11,171 shares; 2025Q3: 9,143 shares; 2025Q4: 3,918 shares; 2026Q1: 3,419 shares; 2026Q2: 5,666 shares 5,666 $2.09M 0.07% +2,247 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: 2,350 shares; 2024Q4: 2,170 shares; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 1,778 shares; 2025Q4: 3,824 shares; 2026Q1: 6,958 shares; 2026Q2: 12,915 shares 12,915 $2.09M 0.07% +5,957 Timeline SR SPIRE INC More: the full row for SPIRE 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: 26,635 shares 26,635 $2.08M 0.07% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,198 shares 9,198 $2.07M 0.07% new 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: 27,689 shares; 2024Q4: not reported; 2025Q1: 30,234 shares; 2025Q2: 51,870 shares; 2025Q3: 25,624 shares; 2025Q4: 31,637 shares; 2026Q1: 36,541 shares; 2026Q2: 37,503 shares 37,503 $2.07M 0.07% +962 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: 8,765 shares; 2025Q1: 21,999 shares; 2025Q2: 13,980 shares; 2025Q3: 16,582 shares; 2025Q4: 12,721 shares; 2026Q1: 14,759 shares; 2026Q2: 25,196 shares 25,196 $2.07M 0.07% +10,437 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: not reported; 2024Q4: not reported; 2025Q1: 51,974 shares; 2025Q2: not reported; 2025Q3: 52,603 shares; 2025Q4: 29,449 shares; 2026Q1: 31,585 shares; 2026Q2: 37,733 shares 37,733 $2.06M 0.07% +6,148 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: 33,939 shares; 2025Q4: 48,869 shares; 2026Q1: 104,427 shares; 2026Q2: 109,019 shares 109,019 $2.06M 0.07% +4,592 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,279 shares; 2024Q4: not reported; 2025Q1: 74,481 shares; 2025Q2: 133,136 shares; 2025Q3: 69,830 shares; 2025Q4: 70,935 shares; 2026Q1: 74,420 shares; 2026Q2: 74,849 shares 74,849 $2.06M 0.07% +429 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,542 shares; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,247 shares; 2026Q1: 5,892 shares; 2026Q2: 40,936 shares 40,936 $2.05M 0.07% +35,044 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: 29,061 shares; 2024Q4: 15,545 shares; 2025Q1: 40,674 shares; 2025Q2: 114,091 shares; 2025Q3: 75,861 shares; 2025Q4: 63,573 shares; 2026Q1: 64,546 shares; 2026Q2: 98,102 shares 98,102 $2.03M 0.07% +33,556 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 2,572 shares; 2025Q3: 1,756 shares; 2025Q4: 2,129 shares; 2026Q1: 2,294 shares; 2026Q2: 5,897 shares 5,897 $2.01M 0.07% +3,603 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: 27,600 shares; 2024Q4: 28,619 shares; 2025Q1: 39,467 shares; 2025Q2: 39,290 shares; 2025Q3: 42,824 shares; 2025Q4: 20,632 shares; 2026Q1: 23,418 shares; 2026Q2: 20,798 shares 20,798 $2.01M 0.07% -2,620 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: not reported; 2025Q4: not reported; 2026Q1: 1,623 shares; 2026Q2: 3,138 shares 3,138 $2M 0.07% +1,515 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,084 shares; 2025Q2: not reported; 2025Q3: 69,433 shares; 2025Q4: 89,157 shares; 2026Q1: 82,674 shares; 2026Q2: 114,785 shares 114,785 $2M 0.07% +32,111 Timeline CLOA 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: 5,938 shares; 2026Q2: 37,881 shares 37,881 $1.97M 0.07% +31,943 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: 15,535 shares; 2024Q4: 15,076 shares; 2025Q1: 40,292 shares; 2025Q2: 14,471 shares; 2025Q3: 35,400 shares; 2025Q4: 25,343 shares; 2026Q1: 24,595 shares; 2026Q2: 24,566 shares 24,566 $1.96M 0.07% -29 Timeline LONZ 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: 69,327 shares; 2025Q2: not reported; 2025Q3: 46,657 shares; 2025Q4: 53,044 shares; 2026Q1: 51,087 shares; 2026Q2: 39,749 shares 39,749 $1.96M 0.07% -11,338 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: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 16,291 shares; 2025Q3: 10,064 shares; 2025Q4: 10,639 shares; 2026Q1: 11,992 shares; 2026Q2: 12,850 shares 12,850 $1.96M 0.07% +858 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,713 shares; 2024Q4: not reported; 2025Q1: 25,769 shares; 2025Q2: 86,208 shares; 2025Q3: 68,810 shares; 2025Q4: 62,004 shares; 2026Q1: 66,961 shares; 2026Q2: 73,770 shares 73,770 $1.95M 0.07% +6,809 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,358 shares; 2025Q2: 46,408 shares; 2025Q3: 35,971 shares; 2025Q4: 54,140 shares; 2026Q1: 69,228 shares; 2026Q2: 75,692 shares 75,692 $1.93M 0.07% +6,464 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: 15,035 shares; 2024Q4: 14,187 shares; 2025Q1: 29,127 shares; 2025Q2: 27,567 shares; 2025Q3: 39,457 shares; 2025Q4: 6,358 shares; 2026Q1: 7,491 shares; 2026Q2: 34,044 shares 34,044 $1.92M 0.06% +26,553 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: not reported; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 1,523 shares; 2026Q2: 2,925 shares 2,925 $1.92M 0.06% +1,402 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,750 shares; 2025Q2: not reported; 2025Q3: 58,834 shares; 2025Q4: 49,491 shares; 2026Q1: 48,796 shares; 2026Q2: 50,670 shares 50,670 $1.91M 0.06% +1,874 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,693 shares; 2024Q4: not reported; 2025Q1: 37,797 shares; 2025Q2: 90,596 shares; 2025Q3: 47,104 shares; 2025Q4: 47,863 shares; 2026Q1: 47,952 shares; 2026Q2: 65,802 shares 65,802 $1.91M 0.06% +17,850 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: 9,192 shares; 2025Q3: 3,369 shares; 2025Q4: 2,024 shares; 2026Q1: 3,792 shares; 2026Q2: 21,639 shares 21,639 $1.9M 0.06% +17,847 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,123 shares; 2024Q4: not reported; 2025Q1: 10,168 shares; 2025Q2: 12,122 shares; 2025Q3: 9,192 shares; 2025Q4: 9,965 shares; 2026Q1: 12,048 shares; 2026Q2: 18,079 shares 18,079 $1.88M 0.06% +6,031 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,557 shares 25,557 $1.87M 0.06% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,286 shares; 2026Q1: 1,479 shares; 2026Q2: 8,793 shares 8,793 $1.87M 0.06% +7,314 Timeline DFSE 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: 10,237 shares; 2025Q2: not reported; 2025Q3: 11,460 shares; 2025Q4: 36,298 shares; 2026Q1: 34,674 shares; 2026Q2: 37,709 shares 37,709 $1.84M 0.06% +3,035 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: 7,667 shares; 2024Q4: 3,634 shares; 2025Q1: 9,131 shares; 2025Q2: 9,835 shares; 2025Q3: 6,083 shares; 2025Q4: 6,596 shares; 2026Q1: 7,365 shares; 2026Q2: 8,206 shares 8,206 $1.84M 0.06% +841 Timeline VCLT 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: 33,720 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,404 shares 24,404 $1.84M 0.06% new Timeline CEF 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: 47,660 shares; 2025Q1: 93,006 shares; 2025Q2: 74,278 shares; 2025Q3: 23,625 shares; 2025Q4: 27,563 shares; 2026Q1: 31,759 shares; 2026Q2: 45,623 shares 45,623 $1.84M 0.06% +13,864 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: 14,044 shares; 2024Q4: 5,485 shares; 2025Q1: 18,641 shares; 2025Q2: 55,294 shares; 2025Q3: 5,463 shares; 2025Q4: 4,051 shares; 2026Q1: 4,975 shares; 2026Q2: 18,944 shares 18,944 $1.83M 0.06% +13,969 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: not reported; 2025Q1: 20,027 shares; 2025Q2: 42,008 shares; 2025Q3: 15,014 shares; 2025Q4: 15,537 shares; 2026Q1: 17,147 shares; 2026Q2: 57,233 shares 57,233 $1.81M 0.06% +40,086 Timeline SPLV 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: 3,600 shares; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,893 shares 23,893 $1.79M 0.06% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 3,055 shares; 2025Q3: 3,013 shares; 2025Q4: 4,513 shares; 2026Q1: 4,469 shares; 2026Q2: 3,534 shares 3,534 $1.79M 0.06% -935 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: 9,995 shares; 2024Q4: not reported; 2025Q1: 67,474 shares; 2025Q2: not reported; 2025Q3: 38,829 shares; 2025Q4: 66,300 shares; 2026Q1: 64,171 shares; 2026Q2: 48,386 shares 48,386 $1.78M 0.06% -15,785 Timeline QYLD 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: 72,719 shares; 2024Q4: not reported; 2025Q1: 121,404 shares; 2025Q2: 312,268 shares; 2025Q3: 112,119 shares; 2025Q4: 54,843 shares; 2026Q1: 39,945 shares; 2026Q2: 96,701 shares 96,701 $1.78M 0.06% +56,756 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: not reported; 2024Q4: not reported; 2025Q1: 19,175 shares; 2025Q2: 19,498 shares; 2025Q3: 19,501 shares; 2025Q4: 40,619 shares; 2026Q1: 41,716 shares; 2026Q2: 42,612 shares 42,612 $1.78M 0.06% +896 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: 3,214 shares; 2024Q4: not reported; 2025Q1: 2,283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,083 shares; 2026Q1: 12,201 shares; 2026Q2: 10,833 shares 10,833 $1.77M 0.06% -1,368 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: not reported; 2025Q1: 1,021 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 823 shares; 2026Q2: 6,193 shares 6,193 $1.77M 0.06% +5,370 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: 6,275 shares; 2024Q4: not reported; 2025Q1: 9,141 shares; 2025Q2: 24,216 shares; 2025Q3: 105,038 shares; 2025Q4: 111,934 shares; 2026Q1: 53,519 shares; 2026Q2: 76,515 shares 76,515 $1.77M 0.06% +22,996 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: 6,299 shares; 2024Q4: 7,930 shares; 2025Q1: 11,035 shares; 2025Q2: 22,287 shares; 2025Q3: 12,902 shares; 2025Q4: 14,060 shares; 2026Q1: 10,186 shares; 2026Q2: 21,778 shares 21,778 $1.75M 0.06% +11,592 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,109 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,804 shares 27,804 $1.71M 0.06% new 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: 17,085 shares; 2024Q4: 8,379 shares; 2025Q1: 18,065 shares; 2025Q2: 29,855 shares; 2025Q3: 7,435 shares; 2025Q4: 6,671 shares; 2026Q1: 5,888 shares; 2026Q2: 17,697 shares 17,697 $1.71M 0.06% +11,809 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: 8,120 shares; 2024Q4: not reported; 2025Q1: 14,660 shares; 2025Q2: 25,100 shares; 2025Q3: 16,043 shares; 2025Q4: 18,306 shares; 2026Q1: 18,504 shares; 2026Q2: 21,475 shares 21,475 $1.7M 0.06% +2,971 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: 8,415 shares; 2024Q4: 2,770 shares; 2025Q1: 10,592 shares; 2025Q2: 8,397 shares; 2025Q3: 6,439 shares; 2025Q4: 6,169 shares; 2026Q1: 4,924 shares; 2026Q2: 9,083 shares 9,083 $1.68M 0.06% +4,159 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,990 shares; 2024Q4: not reported; 2025Q1: 18,323 shares; 2025Q2: 69,610 shares; 2025Q3: 44,034 shares; 2025Q4: 60,789 shares; 2026Q1: 81,602 shares; 2026Q2: 105,608 shares 105,608 $1.68M 0.06% +24,006 Timeline JFLX 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: 24,609 shares; 2025Q4: 27,615 shares; 2026Q1: 29,724 shares; 2026Q2: 33,250 shares 33,250 $1.68M 0.06% +3,526 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: 12,120 shares; 2024Q4: 6,310 shares; 2025Q1: 10,484 shares; 2025Q2: 16,250 shares; 2025Q3: 10,615 shares; 2025Q4: 6,002 shares; 2026Q1: 6,188 shares; 2026Q2: 7,570 shares 7,570 $1.67M 0.06% +1,382 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: not reported; 2025Q1: not reported; 2025Q2: 28,924 shares; 2025Q3: 21,958 shares; 2025Q4: 30,738 shares; 2026Q1: 32,173 shares; 2026Q2: 54,104 shares 54,104 $1.66M 0.06% +21,931 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: 12,195 shares; 2024Q4: 12,200 shares; 2025Q1: 12,536 shares; 2025Q2: 13,785 shares; 2025Q3: 14,220 shares; 2025Q4: 14,636 shares; 2026Q1: 14,458 shares; 2026Q2: 14,948 shares 14,948 $1.65M 0.06% +490 Timeline KHYB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,857 shares; 2025Q2: not reported; 2025Q3: 56,452 shares; 2025Q4: 63,747 shares; 2026Q1: 59,928 shares; 2026Q2: 68,361 shares 68,361 $1.64M 0.06% +8,433 Timeline JNK 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: 5,288 shares; 2024Q4: 5,267 shares; 2025Q1: 20,071 shares; 2025Q2: 10,929 shares; 2025Q3: 26,032 shares; 2025Q4: 25,694 shares; 2026Q1: 28,256 shares; 2026Q2: 16,838 shares 16,838 $1.62M 0.05% -11,418 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,936 shares; 2025Q2: 20,772 shares; 2025Q3: 20,473 shares; 2025Q4: 21,531 shares; 2026Q1: 32,787 shares; 2026Q2: 62,995 shares 62,995 $1.61M 0.05% +30,208 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: 920 shares; 2024Q4: 2,193 shares; 2025Q1: 6,028 shares; 2025Q2: 2,962 shares; 2025Q3: 6,668 shares; 2025Q4: 8,809 shares; 2026Q1: 5,910 shares; 2026Q2: 5,315 shares 5,315 $1.61M 0.05% -595 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,719 shares; 2024Q4: 7,602 shares; 2025Q1: 7,598 shares; 2025Q2: 7,598 shares; 2025Q3: 24,329 shares; 2025Q4: 23,362 shares; 2026Q1: 21,979 shares; 2026Q2: 22,084 shares 22,084 $1.59M 0.05% +105 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 9,611 shares 9,611 $1.59M 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,011 shares 3,011 $1.57M 0.05% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,034 shares; 2024Q4: not reported; 2025Q1: 7,076 shares; 2025Q2: 15,916 shares; 2025Q3: 4,618 shares; 2025Q4: 4,663 shares; 2026Q1: 17,663 shares; 2026Q2: 20,709 shares 20,709 $1.56M 0.05% +3,046 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,396 shares; 2025Q1: 2,711 shares; 2025Q2: 8,476 shares; 2025Q3: 4,898 shares; 2025Q4: 5,046 shares; 2026Q1: 5,504 shares; 2026Q2: 6,318 shares 6,318 $1.56M 0.05% +814 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: not reported; 2025Q2: 51,874 shares; 2025Q3: 32,820 shares; 2025Q4: 38,354 shares; 2026Q1: 45,122 shares; 2026Q2: 46,512 shares 46,512 $1.55M 0.05% +1,390 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,133 shares 35,133 $1.55M 0.05% new 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: 1,783 shares; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 4,842 shares; 2025Q3: 2,074 shares; 2025Q4: 2,868 shares; 2026Q1: 2,578 shares; 2026Q2: 7,018 shares 7,018 $1.53M 0.05% +4,440 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: 13,639 shares; 2024Q4: not reported; 2025Q1: 14,064 shares; 2025Q2: 23,068 shares; 2025Q3: 8,127 shares; 2025Q4: 8,091 shares; 2026Q1: 8,556 shares; 2026Q2: 8,665 shares 8,665 $1.53M 0.05% +109 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,676 shares 20,676 $1.52M 0.05% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,617 shares; 2025Q4: 2,928 shares; 2026Q1: 3,294 shares; 2026Q2: 5,909 shares 5,909 $1.51M 0.05% +2,615 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: 4,313 shares; 2024Q4: 10,762 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,042 shares 30,042 $1.49M 0.05% new 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: 8,928 shares; 2024Q4: not reported; 2025Q1: 13,085 shares; 2025Q2: 70,122 shares; 2025Q3: 40,523 shares; 2025Q4: 44,772 shares; 2026Q1: 57,658 shares; 2026Q2: 58,049 shares 58,049 $1.48M 0.05% +391 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,882 shares; 2024Q4: not reported; 2025Q1: 11,289 shares; 2025Q2: 24,346 shares; 2025Q3: 11,920 shares; 2025Q4: 14,691 shares; 2026Q1: 20,043 shares; 2026Q2: 29,376 shares 29,376 $1.46M 0.05% +9,333 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: 2,947 shares; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 6,908 shares; 2025Q3: 4,227 shares; 2025Q4: 2,307 shares; 2026Q1: 2,821 shares; 2026Q2: 4,778 shares 4,778 $1.45M 0.05% +1,957 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: 12,818 shares; 2026Q1: 13,662 shares; 2026Q2: 16,102 shares 16,102 $1.43M 0.05% +2,440 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: 45,911 shares; 2024Q4: 35,454 shares; 2025Q1: 56,477 shares; 2025Q2: 76,868 shares; 2025Q3: 68,933 shares; 2025Q4: 36,011 shares; 2026Q1: 19,568 shares; 2026Q2: 18,897 shares 18,897 $1.43M 0.05% -671 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,038 shares 29,038 $1.41M 0.05% new Timeline LVHD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,982 shares 31,982 $1.41M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,917 shares 4,917 $1.4M 0.05% new Timeline DISV 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: 52,981 shares; 2024Q4: not reported; 2025Q1: 35,295 shares; 2025Q2: 68,644 shares; 2025Q3: 34,435 shares; 2025Q4: 34,498 shares; 2026Q1: 34,694 shares; 2026Q2: 34,852 shares 34,852 $1.4M 0.05% +158 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: not reported; 2025Q2: 18,722 shares; 2025Q3: 10,890 shares; 2025Q4: 12,449 shares; 2026Q1: 15,238 shares; 2026Q2: 14,920 shares 14,920 $1.39M 0.05% -318 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,573 shares; 2024Q4: not reported; 2025Q1: 25,442 shares; 2025Q2: 46,348 shares; 2025Q3: 20,351 shares; 2025Q4: 26,611 shares; 2026Q1: 29,683 shares; 2026Q2: 58,365 shares 58,365 $1.39M 0.05% +28,682 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 718 shares; 2025Q1: 1,299 shares; 2025Q2: 3,035 shares; 2025Q3: 2,013 shares; 2025Q4: 2,418 shares; 2026Q1: 2,821 shares; 2026Q2: 2,792 shares 2,792 $1.39M 0.05% -29 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: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,999 shares; 2025Q2: 2,744 shares; 2025Q3: 2,985 shares; 2025Q4: 2,607 shares; 2026Q1: 3,218 shares; 2026Q2: 3,386 shares 3,386 $1.39M 0.05% +168 Timeline DGRW 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: 3,157 shares; 2026Q2: 14,464 shares 14,464 $1.38M 0.05% +11,307 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: 7,979 shares; 2024Q4: 33,324 shares; 2025Q1: 24,188 shares; 2025Q2: 27,008 shares; 2025Q3: 25,188 shares; 2025Q4: 24,886 shares; 2026Q1: 22,330 shares; 2026Q2: 23,070 shares 23,070 $1.38M 0.05% +740 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: 3,346 shares; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 6,792 shares; 2025Q3: 2,382 shares; 2025Q4: 2,022 shares; 2026Q1: 1,735 shares; 2026Q2: 1,922 shares 1,922 $1.37M 0.05% +187 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: 353 shares; 2025Q1: 374 shares; 2025Q2: 939 shares; 2025Q3: 676 shares; 2025Q4: 350 shares; 2026Q1: 504 shares; 2026Q2: 689 shares 689 $1.37M 0.05% +185 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: 7,659 shares; 2024Q4: 8,241 shares; 2025Q1: 27,264 shares; 2025Q2: 16,087 shares; 2025Q3: 24,385 shares; 2025Q4: 17,909 shares; 2026Q1: 16,219 shares; 2026Q2: 12,003 shares 12,003 $1.37M 0.05% -4,216 Timeline PSI 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: 7,332 shares; 2026Q2: 7,295 shares 7,295 $1.37M 0.05% -37 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: 17,230 shares; 2024Q4: 9,497 shares; 2025Q1: 18,369 shares; 2025Q2: 34,188 shares; 2025Q3: 22,355 shares; 2025Q4: 23,862 shares; 2026Q1: 16,010 shares; 2026Q2: 14,178 shares 14,178 $1.37M 0.05% -1,832 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75,883 shares 75,883 $1.36M 0.05% new 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: not reported; 2025Q1: 4,306 shares; 2025Q2: 11,108 shares; 2025Q3: 8,479 shares; 2025Q4: 8,621 shares; 2026Q1: 7,914 shares; 2026Q2: 10,730 shares 10,730 $1.36M 0.05% +2,816 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 6,403 shares; 2025Q2: 8,890 shares; 2025Q3: 6,211 shares; 2025Q4: 6,420 shares; 2026Q1: 7,926 shares; 2026Q2: 9,848 shares 9,848 $1.35M 0.05% +1,922 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: 4,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,627 shares; 2026Q2: 6,671 shares 6,671 $1.33M 0.04% +44 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: 8,738 shares; 2024Q4: 5,190 shares; 2025Q1: 18,250 shares; 2025Q2: 57,043 shares; 2025Q3: 47,039 shares; 2025Q4: 58,308 shares; 2026Q1: 69,630 shares; 2026Q2: 18,131 shares 18,131 $1.33M 0.04% -51,499 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: 2,034 shares; 2024Q4: 2,774 shares; 2025Q1: 7,238 shares; 2025Q2: 16,693 shares; 2025Q3: 13,854 shares; 2025Q4: 7,660 shares; 2026Q1: 7,581 shares; 2026Q2: 10,453 shares 10,453 $1.32M 0.04% +2,872 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,030 shares 10,030 $1.32M 0.04% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,801 shares; 2024Q4: 4,006 shares; 2025Q1: 3,586 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,531 shares 17,531 $1.32M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 7,352 shares; 2025Q3: 4,272 shares; 2025Q4: 4,408 shares; 2026Q1: 5,446 shares; 2026Q2: 6,263 shares 6,263 $1.31M 0.04% +817 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: 16,676 shares; 2024Q4: 4,410 shares; 2025Q1: 22,027 shares; 2025Q2: 39,097 shares; 2025Q3: 21,598 shares; 2025Q4: 16,926 shares; 2026Q1: 14,936 shares; 2026Q2: 16,716 shares 16,716 $1.31M 0.04% +1,780 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: 30,276 shares; 2024Q4: 4,056 shares; 2025Q1: 27,565 shares; 2025Q2: 38,996 shares; 2025Q3: 20,288 shares; 2025Q4: 15,564 shares; 2026Q1: 15,677 shares; 2026Q2: 15,633 shares 15,633 $1.28M 0.04% -44 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 568 shares; 2025Q1: 524 shares; 2025Q2: 1,620 shares; 2025Q3: 1,028 shares; 2025Q4: 1,167 shares; 2026Q1: 1,363 shares; 2026Q2: 4,896 shares 4,896 $1.28M 0.04% +3,533 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: 10,049 shares; 2024Q4: 5,308 shares; 2025Q1: 9,538 shares; 2025Q2: 14,165 shares; 2025Q3: 11,712 shares; 2025Q4: 8,874 shares; 2026Q1: 9,849 shares; 2026Q2: 11,703 shares 11,703 $1.28M 0.04% +1,854 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: 5,340 shares; 2024Q4: not reported; 2025Q1: 5,804 shares; 2025Q2: 12,737 shares; 2025Q3: 5,014 shares; 2025Q4: 5,266 shares; 2026Q1: 5,392 shares; 2026Q2: 5,711 shares 5,711 $1.27M 0.04% +319 Timeline VOOV 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: not reported; 2026Q1: not reported; 2026Q2: 5,785 shares 5,785 $1.27M 0.04% new 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: 9,931 shares; 2024Q4: 20,830 shares; 2025Q1: 25,269 shares; 2025Q2: 29,702 shares; 2025Q3: 25,020 shares; 2025Q4: 5,770 shares; 2026Q1: 4,328 shares; 2026Q2: 16,365 shares 16,365 $1.26M 0.04% +12,037 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,846 shares; 2024Q4: not reported; 2025Q1: 30,791 shares; 2025Q2: 17,300 shares; 2025Q3: 15,850 shares; 2025Q4: 18,913 shares; 2026Q1: 24,280 shares; 2026Q2: 45,985 shares 45,985 $1.25M 0.04% +21,705 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: not reported; 2026Q1: not reported; 2026Q2: 55,652 shares 55,652 $1.25M 0.04% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,810 shares; 2024Q4: not reported; 2025Q1: 17,023 shares; 2025Q2: 37,886 shares; 2025Q3: 30,393 shares; 2025Q4: 29,827 shares; 2026Q1: 33,113 shares; 2026Q2: 33,091 shares 33,091 $1.24M 0.04% -22 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: 1,864 shares; 2024Q4: 1,995 shares; 2025Q1: 2,032 shares; 2025Q2: 11,464 shares; 2025Q3: 6,816 shares; 2025Q4: 7,692 shares; 2026Q1: 8,422 shares; 2026Q2: 9,067 shares 9,067 $1.23M 0.04% +645 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD 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: 80,427 shares; 2026Q1: 80,427 shares; 2026Q2: 171,386 shares 171,386 $1.22M 0.04% +90,959 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: not reported; 2025Q4: not reported; 2026Q1: 511 shares; 2026Q2: 1,265 shares 1,265 $1.22M 0.04% +754 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,238 shares 28,238 $1.21M 0.04% new Timeline VOOG 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: 2,678 shares; 2024Q4: 2,678 shares; 2025Q1: 6,666 shares; 2025Q2: 5,192 shares; 2025Q3: 6,641 shares; 2025Q4: 3,971 shares; 2026Q1: 3,415 shares; 2026Q2: 14,495 shares 14,495 $1.2M 0.04% +11,080 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: 2,234 shares; 2024Q4: 2,375 shares; 2025Q1: 11,489 shares; 2025Q2: 13,608 shares; 2025Q3: 12,265 shares; 2025Q4: 11,247 shares; 2026Q1: 12,169 shares; 2026Q2: 11,631 shares 11,631 $1.19M 0.04% -538 Timeline IGF 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: 6,434 shares; 2025Q2: not reported; 2025Q3: 12,407 shares; 2025Q4: 14,121 shares; 2026Q1: 15,882 shares; 2026Q2: 17,847 shares 17,847 $1.19M 0.04% +1,965 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,359 shares; 2025Q3: 1,510 shares; 2025Q4: 1,612 shares; 2026Q1: 2,196 shares; 2026Q2: 2,759 shares 2,759 $1.18M 0.04% +563 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,146 shares; 2025Q1: 6,069 shares; 2025Q2: 11,522 shares; 2025Q3: 9,937 shares; 2025Q4: 9,891 shares; 2026Q1: 9,749 shares; 2026Q2: 10,572 shares 10,572 $1.17M 0.04% +823 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,426 shares; 2025Q1: 7,129 shares; 2025Q2: 13,631 shares; 2025Q3: 6,655 shares; 2025Q4: 5,919 shares; 2026Q1: 6,227 shares; 2026Q2: 6,992 shares 6,992 $1.17M 0.04% +765 Timeline IWC 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: 5,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,669 shares; 2026Q2: 5,776 shares 5,776 $1.16M 0.04% +107 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,263 shares; 2026Q2: 41,444 shares 41,444 $1.15M 0.04% +20,181 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: 19,655 shares; 2024Q4: 4,206 shares; 2025Q1: 96,352 shares; 2025Q2: 52,080 shares; 2025Q3: 87,365 shares; 2025Q4: 69,272 shares; 2026Q1: 65,191 shares; 2026Q2: 34,397 shares 34,397 $1.15M 0.04% -30,794 Timeline RSPT 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: 17,721 shares 17,721 $1.14M 0.04% new 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: 71,062 shares; 2024Q4: 19,243 shares; 2025Q1: 12,658 shares; 2025Q2: 18,179 shares; 2025Q3: 12,520 shares; 2025Q4: 3,244 shares; 2026Q1: 7,780 shares; 2026Q2: 10,957 shares 10,957 $1.14M 0.04% +3,177 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: 4,863 shares; 2025Q2: 15,022 shares; 2025Q3: 13,333 shares; 2025Q4: 13,894 shares; 2026Q1: 14,803 shares; 2026Q2: 18,788 shares 18,788 $1.13M 0.04% +3,985 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: 4,293 shares; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 9,900 shares; 2025Q3: 4,055 shares; 2025Q4: 4,048 shares; 2026Q1: 3,818 shares; 2026Q2: 4,179 shares 4,179 $1.13M 0.04% +361 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: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 4,484 shares; 2025Q3: 5,125 shares; 2025Q4: 5,438 shares; 2026Q1: 5,806 shares; 2026Q2: 6,639 shares 6,639 $1.12M 0.04% +833 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,232 shares; 2026Q1: 4,666 shares; 2026Q2: 5,864 shares 5,864 $1.12M 0.04% +1,198 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,471 shares; 2026Q1: 6,461 shares; 2026Q2: 6,932 shares 6,932 $1.11M 0.04% +471 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: 6,411 shares 6,411 $1.1M 0.04% new 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: 10,725 shares; 2024Q4: not reported; 2025Q1: 13,031 shares; 2025Q2: 21,172 shares; 2025Q3: 4,597 shares; 2025Q4: 4,614 shares; 2026Q1: 5,053 shares; 2026Q2: 7,573 shares 7,573 $1.08M 0.04% +2,520 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: 1,499 shares; 2025Q4: 1,648 shares; 2026Q1: 2,297 shares; 2026Q2: 3,236 shares 3,236 $1.08M 0.04% +939 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 123,675 shares 123,675 $1.08M 0.04% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,766 shares; 2024Q4: 2,733 shares; 2025Q1: 3,045 shares; 2025Q2: 3,880 shares; 2025Q3: 3,835 shares; 2025Q4: 3,688 shares; 2026Q1: 3,702 shares; 2026Q2: 3,621 shares 3,621 $1.08M 0.04% -81 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,751 shares; 2024Q4: 10,795 shares; 2025Q1: 16,207 shares; 2025Q2: 27,650 shares; 2025Q3: 18,285 shares; 2025Q4: 11,519 shares; 2026Q1: 12,010 shares; 2026Q2: 12,930 shares 12,930 $1.08M 0.04% +920 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: 12,956 shares; 2024Q4: 5,356 shares; 2025Q1: 12,664 shares; 2025Q2: 10,553 shares; 2025Q3: 4,047 shares; 2025Q4: 9,243 shares; 2026Q1: 10,473 shares; 2026Q2: 10,022 shares 10,022 $1.08M 0.04% -451 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: 34,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,223 shares; 2025Q3: 37,539 shares; 2025Q4: 38,243 shares; 2026Q1: 38,346 shares; 2026Q2: 20,102 shares 20,102 $1.07M 0.04% -18,244 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,292 shares; 2025Q3: 1,821 shares; 2025Q4: 2,122 shares; 2026Q1: 2,659 shares; 2026Q2: 9,065 shares 9,065 $1.07M 0.04% +6,406 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 44,119 shares 44,119 $1.06M 0.04% new Timeline PHYS 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: 50,695 shares; 2024Q4: 35,969 shares; 2025Q1: 41,200 shares; 2025Q2: 51,508 shares; 2025Q3: 79,036 shares; 2025Q4: 17,899 shares; 2026Q1: 19,525 shares; 2026Q2: 34,877 shares 34,877 $1.05M 0.04% +15,352 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: 3,520 shares; 2024Q4: 4,277 shares; 2025Q1: 4,562 shares; 2025Q2: 14,151 shares; 2025Q3: 9,146 shares; 2025Q4: 6,630 shares; 2026Q1: 6,784 shares; 2026Q2: 7,263 shares 7,263 $1.05M 0.04% +479 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,451 shares; 2025Q3: 4,062 shares; 2025Q4: 4,339 shares; 2026Q1: 4,287 shares; 2026Q2: 5,230 shares 5,230 $1.05M 0.04% +943 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: not reported; 2025Q3: 10,819 shares; 2025Q4: 6,009 shares; 2026Q1: 6,644 shares; 2026Q2: 6,360 shares 6,360 $1.04M 0.04% -284 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,258 shares; 2025Q4: 1,472 shares; 2026Q1: 1,810 shares; 2026Q2: 3,861 shares 3,861 $1.04M 0.04% +2,051 Timeline IYT 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: 11,943 shares 11,943 $1.04M 0.03% new 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: 952 shares; 2024Q4: 379 shares; 2025Q1: 1,495 shares; 2025Q2: 2,500 shares; 2025Q3: 1,535 shares; 2025Q4: 4,717 shares; 2026Q1: 5,558 shares; 2026Q2: 10,344 shares 10,344 $1.03M 0.03% +4,786 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: not reported; 2025Q4: not reported; 2026Q1: 477 shares; 2026Q2: 447 shares 447 $1.02M 0.03% -30 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: 2,334 shares; 2024Q4: 2,197 shares; 2025Q1: 2,418 shares; 2025Q2: 1,916 shares; 2025Q3: 991 shares; 2025Q4: 1,338 shares; 2026Q1: 1,608 shares; 2026Q2: 1,965 shares 1,965 $1.01M 0.03% +357 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: 4,509 shares 4,509 $1.01M 0.03% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,449 shares 29,449 $1.01M 0.03% new 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: 23,572 shares; 2024Q4: not reported; 2025Q1: 21,989 shares; 2025Q2: 68,046 shares; 2025Q3: 40,755 shares; 2025Q4: 44,260 shares; 2026Q1: 54,399 shares; 2026Q2: 53,159 shares 53,159 $1.01M 0.03% -1,240 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: 10,755 shares; 2026Q2: 13,122 shares 13,122 $999K 0.03% +2,367 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,794 shares; 2025Q2: 6,548 shares; 2025Q3: 18,377 shares; 2025Q4: 16,093 shares; 2026Q1: 14,505 shares; 2026Q2: 9,950 shares 9,950 $998K 0.03% -4,555 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,244 shares; 2025Q3: 6,084 shares; 2025Q4: 3,444 shares; 2026Q1: 6,425 shares; 2026Q2: 6,075 shares 6,075 $993K 0.03% -350 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 51,108 shares 51,108 $987K 0.03% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 18,426 shares 18,426 $981K 0.03% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,488 shares; 2024Q4: not reported; 2025Q1: 14,358 shares; 2025Q2: 38,350 shares; 2025Q3: 11,884 shares; 2025Q4: 13,138 shares; 2026Q1: 13,030 shares; 2026Q2: 20,559 shares 20,559 $977K 0.03% +7,529 Timeline FDLS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 23,068 shares 23,068 $975K 0.03% new 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: 5,947 shares; 2024Q4: not reported; 2025Q1: 6,086 shares; 2025Q2: 10,380 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,500 shares 16,500 $972K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 594 shares; 2025Q4: 1,788 shares; 2026Q1: 2,304 shares; 2026Q2: 2,337 shares 2,337 $971K 0.03% +33 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: 14,981 shares; 2024Q4: not reported; 2025Q1: 28,355 shares; 2025Q2: 20,648 shares; 2025Q3: 21,694 shares; 2025Q4: 13,552 shares; 2026Q1: 10,870 shares; 2026Q2: 12,809 shares 12,809 $966K 0.03% +1,939 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,685 shares 23,685 $964K 0.03% new 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: 5,486 shares; 2025Q3: 3,152 shares; 2025Q4: 2,866 shares; 2026Q1: 3,789 shares; 2026Q2: 3,231 shares 3,231 $962K 0.03% -558 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 1,702 shares; 2025Q4: 1,907 shares; 2026Q1: 1,996 shares; 2026Q2: 2,118 shares 2,118 $959K 0.03% +122 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: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 7,186 shares; 2025Q3: 6,541 shares; 2025Q4: 6,587 shares; 2026Q1: 6,912 shares; 2026Q2: 7,002 shares 7,002 $958K 0.03% +90 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: 7,906 shares; 2024Q4: not reported; 2025Q1: 7,103 shares; 2025Q2: 11,070 shares; 2025Q3: 7,913 shares; 2025Q4: 9,064 shares; 2026Q1: 9,632 shares; 2026Q2: 8,122 shares 8,122 $954K 0.03% -1,510 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,600 shares 26,600 $954K 0.03% new Timeline APG API GROUP CORP More: the full row for API GROUP 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: 7,272 shares; 2025Q4: 8,164 shares; 2026Q1: 9,833 shares; 2026Q2: 22,480 shares 22,480 $952K 0.03% +12,647 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,175 shares; 2024Q4: 1,645 shares; 2025Q1: 8,298 shares; 2025Q2: 17,409 shares; 2025Q3: 6,945 shares; 2025Q4: 5,878 shares; 2026Q1: 6,108 shares; 2026Q2: 7,588 shares 7,588 $944K 0.03% +1,480 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: 2,946 shares; 2025Q1: 2,931 shares; 2025Q2: 2,971 shares; 2025Q3: 5,167 shares; 2025Q4: 5,706 shares; 2026Q1: 7,384 shares; 2026Q2: 11,998 shares 11,998 $944K 0.03% +4,614 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,649 shares; 2026Q2: 45,385 shares 45,385 $944K 0.03% +33,736 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,064 shares; 2025Q2: 4,523 shares; 2025Q3: 5,252 shares; 2025Q4: 8,151 shares; 2026Q1: 7,935 shares; 2026Q2: 9,125 shares 9,125 $942K 0.03% +1,190 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,222 shares; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 7,204 shares; 2025Q3: 4,510 shares; 2025Q4: 8,635 shares; 2026Q1: 8,737 shares; 2026Q2: 13,737 shares 13,737 $942K 0.03% +5,000 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,654 shares; 2024Q4: not reported; 2025Q1: 12,060 shares; 2025Q2: 26,036 shares; 2025Q3: 10,514 shares; 2025Q4: 10,790 shares; 2026Q1: 9,727 shares; 2026Q2: 9,715 shares 9,715 $941K 0.03% -12 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT 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: 70,482 shares 70,482 $940K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391 shares; 2025Q4: 488 shares; 2026Q1: 594 shares; 2026Q2: 959 shares 959 $938K 0.03% +365 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: 2,377 shares; 2024Q4: 3,621 shares; 2025Q1: 3,570 shares; 2025Q2: 8,586 shares; 2025Q3: 4,992 shares; 2025Q4: 5,137 shares; 2026Q1: 5,440 shares; 2026Q2: 5,984 shares 5,984 $938K 0.03% +544 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,068 shares; 2025Q2: 28,500 shares; 2025Q3: 9,096 shares; 2025Q4: 13,931 shares; 2026Q1: 22,746 shares; 2026Q2: 34,589 shares 34,589 $936K 0.03% +11,843 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 243 shares; 2025Q4: 271 shares; 2026Q1: 327 shares; 2026Q2: 676 shares 676 $935K 0.03% +349 Timeline HDV 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: 34,082 shares 34,082 $934K 0.03% new 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: 1,678 shares; 2024Q4: 1,146 shares; 2025Q1: 1,452 shares; 2025Q2: 2,273 shares; 2025Q3: 1,082 shares; 2025Q4: 1,181 shares; 2026Q1: 1,284 shares; 2026Q2: 1,861 shares 1,861 $933K 0.03% +577 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 3,500 shares; 2026Q1: 3,736 shares; 2026Q2: 4,100 shares 4,100 $931K 0.03% +364 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,492 shares; 2025Q3: 1,076 shares; 2025Q4: 1,465 shares; 2026Q1: 1,566 shares; 2026Q2: 1,816 shares 1,816 $925K 0.03% +250 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,389 shares; 2024Q4: not reported; 2025Q1: 4,434 shares; 2025Q2: 8,340 shares; 2025Q3: 3,943 shares; 2025Q4: 3,952 shares; 2026Q1: 4,109 shares; 2026Q2: 4,333 shares 4,333 $923K 0.03% +224 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 5,013 shares; 2026Q1: 5,462 shares; 2026Q2: 10,584 shares 10,584 $921K 0.03% +5,122 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,302 shares; 2025Q1: 6,266 shares; 2025Q2: 6,266 shares; 2025Q3: 6,189 shares; 2025Q4: 5,940 shares; 2026Q1: 5,978 shares; 2026Q2: 11,811 shares 11,811 $920K 0.03% +5,833 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 31,412 shares; 2025Q4: 31,507 shares; 2026Q1: 33,036 shares; 2026Q2: 25,947 shares 25,947 $914K 0.03% -7,089 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: 1,176 shares; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 3,757 shares; 2025Q3: 1,267 shares; 2025Q4: 1,705 shares; 2026Q1: 2,101 shares; 2026Q2: 2,302 shares 2,302 $914K 0.03% +201 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,990 shares; 2025Q3: 12,725 shares; 2025Q4: 16,710 shares; 2026Q1: 19,282 shares; 2026Q2: 17,025 shares 17,025 $910K 0.03% -2,257 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: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 699 shares; 2025Q4: 732 shares; 2026Q1: 808 shares; 2026Q2: 944 shares 944 $908K 0.03% +136 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 9,155 shares; 2026Q2: 8,995 shares 8,995 $907K 0.03% -160 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 26,650 shares; 2025Q4: 28,833 shares; 2026Q1: 29,218 shares; 2026Q2: 30,990 shares 30,990 $905K 0.03% +1,772 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,818 shares; 2026Q2: 17,769 shares 17,769 $905K 0.03% +2,951 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,210 shares; 2025Q3: 15,338 shares; 2025Q4: 21,551 shares; 2026Q1: 40,557 shares; 2026Q2: 47,212 shares 47,212 $902K 0.03% +6,655 Timeline STOX HORIZON FDS More: the full row for HORIZON 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: 24,467 shares; 2026Q2: 28,922 shares 28,922 $897K 0.03% +4,455 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,509 shares; 2024Q4: 7,535 shares; 2025Q1: 8,537 shares; 2025Q2: 8,591 shares; 2025Q3: 8,426 shares; 2025Q4: 8,174 shares; 2026Q1: 12,233 shares; 2026Q2: 7,548 shares 7,548 $894K 0.03% -4,685 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: 845 shares; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 1,654 shares; 2025Q3: 712 shares; 2025Q4: 696 shares; 2026Q1: 690 shares; 2026Q2: 655 shares 655 $891K 0.03% -35 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: 43,503 shares; 2024Q4: 10,014 shares; 2025Q1: 44,131 shares; 2025Q2: 77,458 shares; 2025Q3: 33,383 shares; 2025Q4: 18,507 shares; 2026Q1: 20,838 shares; 2026Q2: 4,055 shares 4,055 $890K 0.03% -16,783 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: 3,911 shares; 2025Q1: 4,481 shares; 2025Q2: 8,870 shares; 2025Q3: 8,915 shares; 2025Q4: 7,883 shares; 2026Q1: 8,504 shares; 2026Q2: 9,178 shares 9,178 $882K 0.03% +674 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: 2,072 shares; 2025Q3: 1,340 shares; 2025Q4: 1,607 shares; 2026Q1: 1,742 shares; 2026Q2: 2,810 shares 2,810 $880K 0.03% +1,068 Timeline JMBS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,557 shares 19,557 $880K 0.03% new Timeline SKYY 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: 1,820 shares; 2025Q4: 1,623 shares; 2026Q1: 5,219 shares; 2026Q2: 6,492 shares 6,492 $874K 0.03% +1,273 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: not reported; 2024Q4: not reported; 2025Q1: 7,089 shares; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 6,956 shares; 2026Q1: 7,203 shares; 2026Q2: 2,537 shares 2,537 $872K 0.03% -4,666 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: 3,973 shares; 2024Q4: 5,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,749 shares; 2025Q4: 4,502 shares; 2026Q1: 12,228 shares; 2026Q2: 12,732 shares 12,732 $869K 0.03% +504 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,389 shares; 2025Q2: not reported; 2025Q3: 10,861 shares; 2025Q4: 12,175 shares; 2026Q1: 10,750 shares; 2026Q2: 1,797 shares 1,797 $868K 0.03% -8,953 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,011 shares; 2024Q4: not reported; 2025Q1: 5,042 shares; 2025Q2: 10,050 shares; 2025Q3: 5,298 shares; 2025Q4: 5,282 shares; 2026Q1: 5,308 shares; 2026Q2: 5,389 shares 5,389 $866K 0.03% +81 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: 15,582 shares; 2026Q2: 16,811 shares 16,811 $861K 0.03% +1,229 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,674 shares; 2026Q2: 4,535 shares 4,535 $860K 0.03% +861 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,075 shares; 2026Q2: 4,472 shares 4,472 $858K 0.03% +397 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 14,780 shares 14,780 $855K 0.03% new 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: 1,163 shares; 2024Q4: 1,164 shares; 2025Q1: 2,653 shares; 2025Q2: 3,937 shares; 2025Q3: 2,545 shares; 2025Q4: 863 shares; 2026Q1: 1,389 shares; 2026Q2: 1,643 shares 1,643 $853K 0.03% +254 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,110 shares; 2024Q4: 6,147 shares; 2025Q1: 7,319 shares; 2025Q2: 9,204 shares; 2025Q3: 9,154 shares; 2025Q4: 6,389 shares; 2026Q1: 6,420 shares; 2026Q2: 6,217 shares 6,217 $845K 0.03% -203 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: 5,148 shares; 2024Q4: 1,614 shares; 2025Q1: 4,848 shares; 2025Q2: 9,256 shares; 2025Q3: 5,949 shares; 2025Q4: 4,317 shares; 2026Q1: 4,064 shares; 2026Q2: 5,198 shares 5,198 $842K 0.03% +1,134 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: 2,865 shares; 2025Q1: not reported; 2025Q2: 4,404 shares; 2025Q3: 3,106 shares; 2025Q4: 4,116 shares; 2026Q1: 4,634 shares; 2026Q2: 4,953 shares 4,953 $841K 0.03% +319 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 1,177 shares; 2025Q2: 2,879 shares; 2025Q3: 2,363 shares; 2025Q4: 1,397 shares; 2026Q1: 2,201 shares; 2026Q2: 2,624 shares 2,624 $833K 0.03% +423 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,058 shares; 2026Q1: 9,772 shares; 2026Q2: 9,241 shares 9,241 $830K 0.03% -531 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 3,587 shares 3,587 $824K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,462 shares; 2025Q3: 5,665 shares; 2025Q4: 4,181 shares; 2026Q1: 4,447 shares; 2026Q2: 5,240 shares 5,240 $822K 0.03% +793 Timeline BAMG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,602 shares; 2024Q4: not reported; 2025Q1: 15,446 shares; 2025Q2: 29,030 shares; 2025Q3: 17,535 shares; 2025Q4: 15,164 shares; 2026Q1: 14,487 shares; 2026Q2: 18,133 shares 18,133 $821K 0.03% +3,646 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 617 shares; 2025Q4: 1,184 shares; 2026Q1: 1,373 shares; 2026Q2: 1,951 shares 1,951 $813K 0.03% +578 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,539 shares; 2024Q4: not reported; 2025Q1: 22,642 shares; 2025Q2: 48,772 shares; 2025Q3: 24,787 shares; 2025Q4: 25,473 shares; 2026Q1: 25,453 shares; 2026Q2: 36,175 shares 36,175 $809K 0.03% +10,722 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: 49,751 shares; 2024Q4: not reported; 2025Q1: 30,471 shares; 2025Q2: 56,264 shares; 2025Q3: 28,270 shares; 2025Q4: 28,232 shares; 2026Q1: 25,868 shares; 2026Q2: 23,657 shares 23,657 $807K 0.03% -2,211 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,299 shares; 2025Q3: 9,910 shares; 2025Q4: 9,767 shares; 2026Q1: 9,862 shares; 2026Q2: 9,577 shares 9,577 $807K 0.03% -285 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,731 shares; 2024Q4: not reported; 2025Q1: 11,874 shares; 2025Q2: 26,662 shares; 2025Q3: 18,652 shares; 2025Q4: 18,558 shares; 2026Q1: 19,856 shares; 2026Q2: 18,123 shares 18,123 $806K 0.03% -1,733 Timeline BUFZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,319 shares; 2025Q4: 23,723 shares; 2026Q1: 28,340 shares; 2026Q2: 28,842 shares 28,842 $806K 0.03% +502 Timeline RDIV 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: 10,022 shares; 2024Q4: 10,022 shares; 2025Q1: 10,022 shares; 2025Q2: 30,066 shares; 2025Q3: 10,022 shares; 2025Q4: 10,022 shares; 2026Q1: 10,022 shares; 2026Q2: 13,885 shares 13,885 $805K 0.03% +3,863 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: 3,260 shares; 2025Q3: 4,987 shares; 2025Q4: 5,012 shares; 2026Q1: 4,400 shares; 2026Q2: 4,281 shares 4,281 $805K 0.03% -119 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,897 shares; 2024Q4: not reported; 2025Q1: 43,995 shares; 2025Q2: 21,582 shares; 2025Q3: 8,668 shares; 2025Q4: 22,853 shares; 2026Q1: 88,375 shares; 2026Q2: 31,958 shares 31,958 $801K 0.03% -56,417 Timeline RLI RLI CORP More: the full row for RLI 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: 13,447 shares 13,447 $794K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016 shares; 2025Q4: 1,296 shares; 2026Q1: 1,168 shares; 2026Q2: 3,321 shares 3,321 $790K 0.03% +2,153 Timeline EMLC 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: 30,902 shares 30,902 $790K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,159 shares; 2025Q4: 1,770 shares; 2026Q1: 1,958 shares; 2026Q2: 2,130 shares 2,130 $789K 0.03% +172 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,008 shares; 2024Q4: 6,616 shares; 2025Q1: 8,831 shares; 2025Q2: 9,892 shares; 2025Q3: 10,403 shares; 2025Q4: 10,357 shares; 2026Q1: 11,117 shares; 2026Q2: 15,652 shares 15,652 $788K 0.03% +4,535 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 6,130 shares; 2025Q1: 7,248 shares; 2025Q2: 13,897 shares; 2025Q3: 12,506 shares; 2025Q4: 6,265 shares; 2026Q1: 7,664 shares; 2026Q2: 9,313 shares 9,313 $788K 0.03% +1,649 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 38,183 shares 38,183 $784K 0.03% new Timeline BILS 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: 2,375 shares; 2025Q1: 10,228 shares; 2025Q2: 4,483 shares; 2025Q3: 2,847 shares; 2025Q4: 7,409 shares; 2026Q1: 19,544 shares; 2026Q2: 7,864 shares 7,864 $781K 0.03% -11,680 Timeline