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: 124,666 shares; 2024Q4: 500,031 shares; 2025Q1: 500,522 shares; 2025Q2: 524,314 shares; 2025Q3: 522,260 shares; 2025Q4: 531,813 shares; 2026Q1: 527,127 shares; 2026Q2: 540,636 shares 540,636 $18.3M 4.26% +13,509 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: 160,756 shares; 2024Q4: 473,174 shares; 2025Q1: 482,234 shares; 2025Q2: 465,630 shares; 2025Q3: 468,236 shares; 2025Q4: 460,502 shares; 2026Q1: 457,285 shares; 2026Q2: 464,827 shares 464,827 $14.7M 3.43% +7,542 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,386 shares; 2024Q4: 261,426 shares; 2025Q1: 261,426 shares; 2025Q2: 261,426 shares; 2025Q3: 261,426 shares; 2025Q4: 261,574 shares; 2026Q1: 261,453 shares; 2026Q2: 261,458 shares 261,458 $14.2M 3.31% +5 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: 17,877 shares; 2024Q4: 18,376 shares; 2025Q1: 19,039 shares; 2025Q2: 18,821 shares; 2025Q3: 18,813 shares; 2025Q4: 18,807 shares; 2026Q1: 18,783 shares; 2026Q2: 18,782 shares 18,782 $14M 3.26% -1 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,029 shares; 2024Q4: 269,719 shares; 2025Q1: 275,037 shares; 2025Q2: 275,852 shares; 2025Q3: 278,987 shares; 2025Q4: 280,490 shares; 2026Q1: 284,779 shares; 2026Q2: 293,910 shares 293,910 $13.9M 3.23% +9,131 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: 75,897 shares; 2024Q4: 78,982 shares; 2025Q1: 80,473 shares; 2025Q2: 79,621 shares; 2025Q3: 81,308 shares; 2025Q4: 83,782 shares; 2026Q1: 84,688 shares; 2026Q2: 86,065 shares 86,065 $13.6M 3.16% +1,377 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: 179,244 shares; 2024Q4: 367,870 shares; 2025Q1: 369,254 shares; 2025Q2: 375,000 shares; 2025Q3: 374,609 shares; 2025Q4: 388,298 shares; 2026Q1: 374,539 shares; 2026Q2: 375,833 shares 375,833 $13.6M 3.16% +1,294 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: 113,232 shares; 2024Q4: 349,996 shares; 2025Q1: 353,307 shares; 2025Q2: 350,577 shares; 2025Q3: 349,311 shares; 2025Q4: 359,910 shares; 2026Q1: 348,073 shares; 2026Q2: 347,032 shares 347,032 $12.8M 2.98% -1,041 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: 146,181 shares; 2024Q4: 433,814 shares; 2025Q1: 433,969 shares; 2025Q2: 435,237 shares; 2025Q3: 435,543 shares; 2025Q4: 436,678 shares; 2026Q1: 428,054 shares; 2026Q2: 429,373 shares 429,373 $12.6M 2.94% +1,319 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,404 shares; 2024Q4: 106,631 shares; 2025Q1: 108,358 shares; 2025Q2: 111,545 shares; 2025Q3: 113,370 shares; 2025Q4: 119,283 shares; 2026Q1: 119,735 shares; 2026Q2: 123,010 shares 123,010 $11.8M 2.76% +3,275 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: 49,753 shares; 2024Q4: 52,641 shares; 2025Q1: 53,961 shares; 2025Q2: 52,601 shares; 2025Q3: 53,668 shares; 2025Q4: 53,800 shares; 2026Q1: 52,415 shares; 2026Q2: 53,351 shares 53,351 $11.4M 2.64% +936 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: 34,760 shares; 2024Q4: 38,158 shares; 2025Q1: 39,699 shares; 2025Q2: 38,842 shares; 2025Q3: 39,173 shares; 2025Q4: 42,667 shares; 2026Q1: 43,847 shares; 2026Q2: 49,229 shares 49,229 $10.7M 2.5% +5,382 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,770 shares; 2024Q4: 38,599 shares; 2025Q1: 57,468 shares; 2025Q2: 63,121 shares; 2025Q3: 79,075 shares; 2025Q4: 108,610 shares; 2026Q1: 127,505 shares; 2026Q2: 137,847 shares 137,847 $10.6M 2.48% +10,342 Timeline CGCB 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: 53,812 shares; 2024Q4: 119,714 shares; 2025Q1: 160,651 shares; 2025Q2: 172,022 shares; 2025Q3: 204,059 shares; 2025Q4: 297,636 shares; 2026Q1: 339,891 shares; 2026Q2: 370,532 shares 370,532 $9.7M 2.26% +30,641 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: 58,580 shares; 2024Q4: 58,224 shares; 2025Q1: 59,157 shares; 2025Q2: 61,592 shares; 2025Q3: 62,797 shares; 2025Q4: 61,654 shares; 2026Q1: 61,113 shares; 2026Q2: 61,562 shares 61,562 $9.37M 2.18% +449 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: 27,257 shares; 2024Q4: 29,854 shares; 2025Q1: 30,396 shares; 2025Q2: 31,039 shares; 2025Q3: 29,288 shares; 2025Q4: 43,816 shares; 2026Q1: 32,211 shares; 2026Q2: 32,286 shares 32,286 $9.34M 2.17% +75 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: 31,003 shares; 2024Q4: 36,310 shares; 2025Q1: 35,843 shares; 2025Q2: 35,891 shares; 2025Q3: 35,830 shares; 2025Q4: 67,382 shares; 2026Q1: 45,214 shares; 2026Q2: 45,184 shares 45,184 $9.04M 2.1% -30 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,377 shares; 2024Q4: 124,780 shares; 2025Q1: 126,086 shares; 2025Q2: 124,540 shares; 2025Q3: 125,240 shares; 2025Q4: 127,998 shares; 2026Q1: 124,582 shares; 2026Q2: 124,606 shares 124,606 $8.99M 2.09% +24 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,958 shares; 2024Q4: 100,758 shares; 2025Q1: 97,327 shares; 2025Q2: 96,329 shares; 2025Q3: 94,571 shares; 2025Q4: 97,318 shares; 2026Q1: 88,952 shares; 2026Q2: 95,605 shares 95,605 $7.73M 1.8% +6,653 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: 13,924 shares; 2024Q4: 14,412 shares; 2025Q1: 14,555 shares; 2025Q2: 14,339 shares; 2025Q3: 14,461 shares; 2025Q4: 15,014 shares; 2026Q1: 15,299 shares; 2026Q2: 61,438 shares 61,438 $7.63M 1.77% +46,139 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: 85,007 shares; 2024Q4: 256,717 shares; 2025Q1: 250,652 shares; 2025Q2: 250,238 shares; 2025Q3: 247,046 shares; 2025Q4: 246,129 shares; 2026Q1: 247,893 shares; 2026Q2: 242,581 shares 242,581 $7.03M 1.63% -5,312 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,708 shares; 2024Q4: 157,333 shares; 2025Q1: 158,403 shares; 2025Q2: 157,299 shares; 2025Q3: 151,759 shares; 2025Q4: 148,004 shares; 2026Q1: 145,156 shares; 2026Q2: 145,624 shares 145,624 $7.02M 1.63% +468 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,122 shares; 2024Q4: 89,284 shares; 2025Q1: 89,396 shares; 2025Q2: 90,200 shares; 2025Q3: 92,829 shares; 2025Q4: 92,928 shares; 2026Q1: 94,486 shares; 2026Q2: 96,670 shares 96,670 $6.72M 1.56% +2,184 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: 89,389 shares; 2024Q4: 89,180 shares; 2025Q1: 89,396 shares; 2025Q2: 88,533 shares; 2025Q3: 88,256 shares; 2025Q4: 85,971 shares; 2026Q1: 84,621 shares; 2026Q2: 84,613 shares 84,613 $6.34M 1.47% -8 Timeline CGMS 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: 26,233 shares; 2024Q4: 159,410 shares; 2025Q1: 156,053 shares; 2025Q2: 183,258 shares; 2025Q3: 188,906 shares; 2025Q4: 197,201 shares; 2026Q1: 201,513 shares; 2026Q2: 203,720 shares 203,720 $5.57M 1.29% +2,207 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: 6,565 shares; 2024Q4: 6,590 shares; 2025Q1: 6,540 shares; 2025Q2: 6,533 shares; 2025Q3: 6,477 shares; 2025Q4: 6,593 shares; 2026Q1: 7,088 shares; 2026Q2: 7,514 shares 7,514 $5.53M 1.29% +426 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,646 shares; 2024Q4: 5,236 shares; 2025Q1: 6,049 shares; 2025Q2: 5,536 shares; 2025Q3: 5,866 shares; 2025Q4: 6,717 shares; 2026Q1: 7,023 shares; 2026Q2: 7,711 shares 7,711 $5.3M 1.23% +688 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,283 shares; 2024Q4: 8,455 shares; 2025Q1: 8,565 shares; 2025Q2: 8,701 shares; 2025Q3: 9,127 shares; 2025Q4: 9,512 shares; 2026Q1: 9,538 shares; 2026Q2: 60,250 shares 60,250 $5.19M 1.21% +50,712 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: 37,042 shares; 2024Q4: 34,355 shares; 2025Q1: 34,735 shares; 2025Q2: 36,302 shares; 2025Q3: 36,907 shares; 2025Q4: 37,633 shares; 2026Q1: 37,295 shares; 2026Q2: 187,624 shares 187,624 $5.14M 1.2% +150,329 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,616 shares; 2024Q4: 84,861 shares; 2025Q1: 90,301 shares; 2025Q2: 78,933 shares; 2025Q3: 79,445 shares; 2025Q4: 78,552 shares; 2026Q1: 77,370 shares; 2026Q2: 78,004 shares 78,004 $4.85M 1.13% +634 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: 175,667 shares; 2024Q4: 175,436 shares; 2025Q1: 175,366 shares; 2025Q2: 175,700 shares; 2025Q3: 175,493 shares; 2025Q4: 182,254 shares; 2026Q1: 175,678 shares; 2026Q2: 175,617 shares 175,617 $4.23M 0.98% -61 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: 3,262 shares; 2024Q4: 3,429 shares; 2025Q1: 3,496 shares; 2025Q2: 3,555 shares; 2025Q3: 3,908 shares; 2025Q4: 4,281 shares; 2026Q1: 4,105 shares; 2026Q2: 34,869 shares 34,869 $4.17M 0.97% +30,764 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: 10,704 shares; 2024Q4: 11,019 shares; 2025Q1: 10,864 shares; 2025Q2: 10,290 shares; 2025Q3: 11,020 shares; 2025Q4: 11,517 shares; 2026Q1: 11,597 shares; 2026Q2: 49,344 shares 49,344 $3.98M 0.92% +37,747 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: 14,064 shares; 2024Q4: 14,785 shares; 2025Q1: 14,796 shares; 2025Q2: 18,346 shares; 2025Q3: 19,131 shares; 2025Q4: 20,018 shares; 2026Q1: 21,580 shares; 2026Q2: 25,031 shares 25,031 $3.93M 0.91% +3,451 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: 7,680 shares; 2024Q4: 8,600 shares; 2025Q1: 8,829 shares; 2025Q2: 8,652 shares; 2025Q3: 8,647 shares; 2025Q4: 17,536 shares; 2026Q1: 10,325 shares; 2026Q2: 10,260 shares 10,260 $3.83M 0.89% -65 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,075 shares; 2024Q4: 87,458 shares; 2025Q1: 89,476 shares; 2025Q2: 85,866 shares; 2025Q3: 85,021 shares; 2025Q4: 82,466 shares; 2026Q1: 84,730 shares; 2026Q2: 71,392 shares 71,392 $3.61M 0.84% -13,338 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: 10,080 shares; 2024Q4: 10,802 shares; 2025Q1: 11,171 shares; 2025Q2: 10,306 shares; 2025Q3: 10,611 shares; 2025Q4: 11,065 shares; 2026Q1: 11,157 shares; 2026Q2: 11,773 shares 11,773 $3.57M 0.83% +616 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: 8,316 shares; 2024Q4: 8,316 shares; 2025Q1: 12,350 shares; 2025Q2: 12,435 shares; 2025Q3: 15,490 shares; 2025Q4: 49,667 shares; 2026Q1: 58,102 shares; 2026Q2: 63,822 shares 63,822 $3.15M 0.73% +5,720 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,593 shares; 2024Q4: 36,501 shares; 2025Q1: 49,220 shares; 2025Q2: 80,652 shares; 2025Q3: 100,412 shares; 2025Q4: 151,927 shares; 2026Q1: 157,854 shares; 2026Q2: 158,956 shares 158,956 $3.1M 0.72% +1,102 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,578 shares; 2024Q4: 35,122 shares; 2025Q1: 43,390 shares; 2025Q2: 43,945 shares; 2025Q3: 48,056 shares; 2025Q4: 49,396 shares; 2026Q1: 56,140 shares; 2026Q2: 68,082 shares 68,082 $2.88M 0.67% +11,942 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: 5,756 shares; 2024Q4: 7,480 shares; 2025Q1: 7,737 shares; 2025Q2: 8,859 shares; 2025Q3: 8,871 shares; 2025Q4: 19,926 shares; 2026Q1: 12,418 shares; 2026Q2: 11,448 shares 11,448 $2.73M 0.63% -970 Timeline VNLA 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: 63,695 shares; 2024Q4: 57,142 shares; 2025Q1: 65,672 shares; 2025Q2: 65,477 shares; 2025Q3: 65,771 shares; 2025Q4: 64,826 shares; 2026Q1: 66,117 shares; 2026Q2: 52,215 shares 52,215 $2.55M 0.59% -13,902 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,026 shares; 2024Q4: 14,145 shares; 2025Q1: 14,274 shares; 2025Q2: 15,864 shares; 2025Q3: 16,007 shares; 2025Q4: 16,025 shares; 2026Q1: 16,103 shares; 2026Q2: 16,215 shares 16,215 $2.55M 0.59% +112 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,648 shares; 2024Q4: 16,655 shares; 2025Q1: 16,659 shares; 2025Q2: 16,665 shares; 2025Q3: 16,667 shares; 2025Q4: 16,672 shares; 2026Q1: 16,672 shares; 2026Q2: 16,641 shares 16,641 $2.36M 0.55% -31 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: 24,193 shares; 2024Q4: 23,999 shares; 2025Q1: 24,633 shares; 2025Q2: 24,545 shares; 2025Q3: 23,607 shares; 2025Q4: 23,051 shares; 2026Q1: 22,788 shares; 2026Q2: 23,557 shares 23,557 $2.27M 0.53% +769 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: 7,253 shares; 2024Q4: 7,283 shares; 2025Q1: 7,433 shares; 2025Q2: 7,444 shares; 2025Q3: 7,442 shares; 2025Q4: 8,511 shares; 2026Q1: 7,945 shares; 2026Q2: 6,428 shares 6,428 $2.21M 0.51% -1,517 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: 45,262 shares; 2024Q4: 77,091 shares; 2025Q1: 77,551 shares; 2025Q2: 77,242 shares; 2025Q3: 77,241 shares; 2025Q4: 77,554 shares; 2026Q1: 77,353 shares; 2026Q2: 77,398 shares 77,398 $2.14M 0.5% +45 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 83,930 shares; 2026Q1: 80,328 shares; 2026Q2: 80,328 shares 80,328 $1.97M 0.46% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,932 shares; 2024Q4: 27,863 shares; 2025Q1: 28,261 shares; 2025Q2: 28,073 shares; 2025Q3: 37,764 shares; 2025Q4: 49,691 shares; 2026Q1: 49,895 shares; 2026Q2: 48,173 shares 48,173 $1.96M 0.46% -1,722 Timeline SCZ 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: 24,683 shares; 2025Q1: 24,625 shares; 2025Q2: 24,388 shares; 2025Q3: 23,932 shares; 2025Q4: 23,872 shares; 2026Q1: 23,045 shares; 2026Q2: 23,024 shares 23,024 $1.89M 0.44% -21 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,485 shares; 2026Q2: 21,374 shares 21,374 $1.88M 0.44% +15,889 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: 16,138 shares; 2024Q4: 16,504 shares; 2025Q1: 16,870 shares; 2025Q2: 16,870 shares; 2025Q3: 16,870 shares; 2025Q4: 16,870 shares; 2026Q1: 16,870 shares; 2026Q2: 16,870 shares 16,870 $1.86M 0.43% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 5,373 shares; 2025Q1: 5,592 shares; 2025Q2: 5,653 shares; 2025Q3: 5,652 shares; 2025Q4: 8,690 shares; 2026Q1: 5,068 shares; 2026Q2: 5,056 shares 5,056 $1.65M 0.38% -12 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,548 shares; 2024Q4: not reported; 2025Q1: 13,852 shares; 2025Q2: 31,865 shares; 2025Q3: 48,910 shares; 2025Q4: 74,567 shares; 2026Q1: 79,879 shares; 2026Q2: 82,648 shares 82,648 $1.62M 0.38% +2,769 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 3,068 shares; 2025Q1: 3,051 shares; 2025Q2: 2,782 shares; 2025Q3: 2,695 shares; 2025Q4: 10,752 shares; 2026Q1: 4,284 shares; 2026Q2: 4,414 shares 4,414 $1.56M 0.36% +130 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,873 shares; 2024Q4: 26,979 shares; 2025Q1: 27,007 shares; 2025Q2: 22,986 shares; 2025Q3: 22,391 shares; 2025Q4: 23,208 shares; 2026Q1: 24,752 shares; 2026Q2: 26,862 shares 26,862 $1.52M 0.35% +2,110 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,659 shares; 2024Q4: 27,625 shares; 2025Q1: 29,057 shares; 2025Q2: 29,077 shares; 2025Q3: 29,162 shares; 2025Q4: 31,502 shares; 2026Q1: 31,766 shares; 2026Q2: 31,544 shares 31,544 $1.52M 0.35% -222 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,990 shares; 2024Q4: 20,923 shares; 2025Q1: 19,104 shares; 2025Q2: 19,117 shares; 2025Q3: 9,571 shares; 2025Q4: 7,171 shares; 2026Q1: 7,171 shares; 2026Q2: 7,171 shares 7,171 $1.48M 0.34% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,889 shares; 2024Q4: not reported; 2025Q1: 29,693 shares; 2025Q2: 29,693 shares; 2025Q3: 29,693 shares; 2025Q4: 29,693 shares; 2026Q1: 29,693 shares; 2026Q2: 29,693 shares 29,693 $1.42M 0.33% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,999 shares; 2025Q4: 7,999 shares; 2026Q1: 7,999 shares; 2026Q2: 7,999 shares 7,999 $1.32M 0.31% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,052 shares; 2026Q1: 34,764 shares; 2026Q2: 34,052 shares 34,052 $1.28M 0.3% -712 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,088 shares; 2025Q1: 24,170 shares; 2025Q2: 27,054 shares; 2025Q3: 28,535 shares; 2025Q4: 28,729 shares; 2026Q1: 27,746 shares; 2026Q2: 16,319 shares 16,319 $1.27M 0.29% -11,427 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: 1,816 shares; 2025Q1: 1,876 shares; 2025Q2: 1,757 shares; 2025Q3: 1,729 shares; 2025Q4: 4,122 shares; 2026Q1: 2,202 shares; 2026Q2: 2,242 shares 2,242 $1.26M 0.29% +40 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: 1,218 shares; 2024Q4: 2,847 shares; 2025Q1: 2,602 shares; 2025Q2: 2,734 shares; 2025Q3: 2,735 shares; 2025Q4: 4,430 shares; 2026Q1: 2,987 shares; 2026Q2: 2,997 shares 2,997 $1.26M 0.29% +10 Timeline VBK 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: 912 shares; 2025Q2: not reported; 2025Q3: 2,852 shares; 2025Q4: 3,594 shares; 2026Q1: 3,439 shares; 2026Q2: 3,439 shares 3,439 $1.26M 0.29% 0 Timeline CGCP 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: 105,445 shares; 2024Q4: 57,048 shares; 2025Q1: 59,739 shares; 2025Q2: 47,927 shares; 2025Q3: 44,411 shares; 2025Q4: 53,956 shares; 2026Q1: 56,252 shares; 2026Q2: 56,295 shares 56,295 $1.25M 0.29% +43 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: 1,421 shares; 2024Q4: 2,192 shares; 2025Q1: 2,185 shares; 2025Q2: 4,657 shares; 2025Q3: 4,657 shares; 2025Q4: 5,244 shares; 2026Q1: 5,274 shares; 2026Q2: 5,439 shares 5,439 $1.23M 0.29% +165 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: 2,088 shares; 2024Q4: 2,095 shares; 2025Q1: 2,101 shares; 2025Q2: 2,230 shares; 2025Q3: 2,550 shares; 2025Q4: 2,743 shares; 2026Q1: 3,699 shares; 2026Q2: 5,085 shares 5,085 $1.23M 0.29% +1,386 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,672 shares; 2024Q4: 55,290 shares; 2025Q1: 57,244 shares; 2025Q2: 57,429 shares; 2025Q3: 57,611 shares; 2025Q4: 58,330 shares; 2026Q1: 58,638 shares; 2026Q2: 67,931 shares 67,931 $1.22M 0.28% +9,293 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 2,178 shares; 2025Q2: 2,341 shares; 2025Q3: 2,266 shares; 2025Q4: 7,623 shares; 2026Q1: 3,012 shares; 2026Q2: 3,130 shares 3,130 $1.18M 0.27% +118 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,297 shares; 2024Q4: 2,304 shares; 2025Q1: 2,390 shares; 2025Q2: 2,390 shares; 2025Q3: 2,390 shares; 2025Q4: 2,390 shares; 2026Q1: 2,393 shares; 2026Q2: 2,399 shares 2,399 $1.15M 0.27% +6 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,674 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $1.13M 0.26% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,865 shares; 2024Q4: 11,380 shares; 2025Q1: 11,392 shares; 2025Q2: 11,406 shares; 2025Q3: 11,415 shares; 2025Q4: 11,426 shares; 2026Q1: 11,570 shares; 2026Q2: 11,579 shares 11,579 $1.1M 0.26% +9 Timeline IJT 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: 6,073 shares; 2025Q1: 3,068 shares; 2025Q2: 5,512 shares; 2025Q3: 5,512 shares; 2025Q4: 5,504 shares; 2026Q1: 5,781 shares; 2026Q2: 6,091 shares 6,091 $1.09M 0.25% +310 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,331 shares; 2024Q4: 18,104 shares; 2025Q1: 20,798 shares; 2025Q2: 21,036 shares; 2025Q3: 33,448 shares; 2025Q4: 32,139 shares; 2026Q1: 35,549 shares; 2026Q2: 25,810 shares 25,810 $1.02M 0.24% -9,739 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: 9,907 shares; 2024Q4: 9,413 shares; 2025Q1: 11,399 shares; 2025Q2: 9,913 shares; 2025Q3: 14,278 shares; 2025Q4: 16,755 shares; 2026Q1: 16,768 shares; 2026Q2: 17,774 shares 17,774 $1M 0.23% +1,006 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: 1,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,181 shares; 2025Q2: 2,383 shares; 2025Q3: 2,432 shares; 2025Q4: 8,302 shares; 2026Q1: 3,753 shares; 2026Q2: 2,754 shares 2,754 $984K 0.23% -999 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: 6,179 shares; 2024Q4: 7,096 shares; 2025Q1: 7,096 shares; 2025Q2: 7,096 shares; 2025Q3: 7,096 shares; 2025Q4: 7,096 shares; 2026Q1: 7,096 shares; 2026Q2: 7,096 shares 7,096 $976K 0.23% 0 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: 758 shares; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 1,267 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,297 shares 1,297 $971K 0.23% +47 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: 3,047 shares; 2024Q4: 3,497 shares; 2025Q1: 3,608 shares; 2025Q2: 3,767 shares; 2025Q3: 3,766 shares; 2025Q4: 6,868 shares; 2026Q1: 3,765 shares; 2026Q2: 3,765 shares 3,765 $956K 0.22% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,976 shares; 2024Q4: 11,077 shares; 2025Q1: 11,619 shares; 2025Q2: 11,619 shares; 2025Q3: 11,619 shares; 2025Q4: 11,620 shares; 2026Q1: 11,593 shares; 2026Q2: 11,593 shares 11,593 $940K 0.22% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 27,687 shares; 2026Q1: not reported; 2026Q2: 28,488 shares 28,488 $908K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 4,366 shares; 2025Q4: 5,536 shares; 2026Q1: 5,985 shares; 2026Q2: 6,934 shares 6,934 $865K 0.2% +949 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: 2,877 shares; 2024Q4: 3,371 shares; 2025Q1: 3,394 shares; 2025Q2: 3,389 shares; 2025Q3: 3,395 shares; 2025Q4: 5,602 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares 3,394 $854K 0.2% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 1,653 shares; 2025Q1: 3,163 shares; 2025Q2: 3,174 shares; 2025Q3: 3,186 shares; 2025Q4: 3,430 shares; 2026Q1: 3,213 shares; 2026Q2: 2,215 shares 2,215 $827K 0.19% -998 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,930 shares; 2024Q4: 7,910 shares; 2025Q1: 8,499 shares; 2025Q2: 8,586 shares; 2025Q3: 8,586 shares; 2025Q4: 11,646 shares; 2026Q1: 8,604 shares; 2026Q2: 8,425 shares 8,425 $811K 0.19% -179 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: not reported; 2024Q4: 6,544 shares; 2025Q1: 14,968 shares; 2025Q2: 14,968 shares; 2025Q3: 14,968 shares; 2025Q4: 14,968 shares; 2026Q1: 14,968 shares; 2026Q2: 14,968 shares 14,968 $790K 0.18% 0 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: 1,141 shares; 2024Q4: 1,339 shares; 2025Q1: 1,364 shares; 2025Q2: 1,969 shares; 2025Q3: 2,004 shares; 2025Q4: 3,078 shares; 2026Q1: 2,027 shares; 2026Q2: 1,880 shares 1,880 $782K 0.18% -147 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: 578 shares; 2024Q4: 707 shares; 2025Q1: 708 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 1,297 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $779K 0.18% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,009 shares; 2025Q4: 7,315 shares; 2026Q1: 9,364 shares; 2026Q2: 14,587 shares 14,587 $763K 0.18% +5,223 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,532 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,753 shares; 2025Q4: 1,755 shares; 2026Q1: 1,561 shares; 2026Q2: 3,013 shares 3,013 $742K 0.17% +1,452 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: not reported; 2025Q3: not reported; 2025Q4: 2,842 shares; 2026Q1: 603 shares; 2026Q2: 594 shares 594 $686K 0.16% -9 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,524 shares; 2024Q4: 11,382 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,713 shares; 2025Q4: 35,699 shares; 2026Q1: 36,039 shares; 2026Q2: 39,265 shares 39,265 $666K 0.15% +3,226 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: 2,354 shares; 2024Q4: 2,370 shares; 2025Q1: 2,371 shares; 2025Q2: 2,355 shares; 2025Q3: 2,357 shares; 2025Q4: 2,570 shares; 2026Q1: 2,447 shares; 2026Q2: 2,443 shares 2,443 $664K 0.15% -4 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 6,307 shares; 2025Q3: 6,472 shares; 2025Q4: 6,472 shares; 2026Q1: 6,472 shares; 2026Q2: 6,472 shares 6,472 $632K 0.15% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 16,618 shares; 2025Q1: 16,986 shares; 2025Q2: 17,036 shares; 2025Q3: 17,036 shares; 2025Q4: 17,036 shares; 2026Q1: 17,326 shares; 2026Q2: 17,756 shares 17,756 $618K 0.14% +430 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,341 shares; 2025Q4: 26,410 shares; 2026Q1: 26,616 shares; 2026Q2: 28,782 shares 28,782 $586K 0.14% +2,166 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: 1,594 shares; 2024Q4: 2,184 shares; 2025Q1: 1,612 shares; 2025Q2: 1,606 shares; 2025Q3: 1,605 shares; 2025Q4: 2,357 shares; 2026Q1: 1,606 shares; 2026Q2: 1,853 shares 1,853 $552K 0.13% +247 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,071 shares 12,071 $550K 0.13% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 4,787 shares; 2025Q1: 3,021 shares; 2025Q2: 2,400 shares; 2025Q3: 2,212 shares; 2025Q4: 3,588 shares; 2026Q1: 4,442 shares; 2026Q2: 5,467 shares 5,467 $548K 0.13% +1,025 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,306 shares; 2024Q4: 17,306 shares; 2025Q1: 17,306 shares; 2025Q2: 17,306 shares; 2025Q3: 17,306 shares; 2025Q4: 17,449 shares; 2026Q1: 17,306 shares; 2026Q2: 17,306 shares 17,306 $525K 0.12% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 271 shares; 2025Q1: 309 shares; 2025Q2: 263 shares; 2025Q3: 269 shares; 2025Q4: 1,679 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $519K 0.12% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 3,040 shares; 2026Q2: 3,040 shares 3,040 $512K 0.12% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,566 shares; 2025Q3: 4,719 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,876 shares 4,876 $507K 0.12% +76 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: 804 shares; 2024Q4: 1,177 shares; 2025Q1: 1,316 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 3,440 shares; 2026Q1: 1,664 shares; 2026Q2: 1,484 shares 1,484 $502K 0.12% -180 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,094 shares; 2026Q2: 4,094 shares 4,094 $480K 0.11% 0 Timeline RONB BARON ETF TR More: the full row for BARON 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: 19,076 shares 19,076 $465K 0.11% new 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: 12,391 shares; 2024Q4: 12,525 shares; 2025Q1: 14,925 shares; 2025Q2: 14,150 shares; 2025Q3: 14,147 shares; 2025Q4: 12,327 shares; 2026Q1: 10,733 shares; 2026Q2: 10,862 shares 10,862 $460K 0.11% +129 Timeline CGSD 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: 17,623 shares; 2024Q4: 17,623 shares; 2025Q1: 17,623 shares; 2025Q2: 17,623 shares; 2025Q3: 17,623 shares; 2025Q4: 17,623 shares; 2026Q1: 17,623 shares; 2026Q2: 17,623 shares 17,623 $453K 0.11% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,392 shares; 2024Q4: 8,985 shares; 2025Q1: 8,951 shares; 2025Q2: 8,960 shares; 2025Q3: 9,094 shares; 2025Q4: 9,095 shares; 2026Q1: 8,570 shares; 2026Q2: 8,578 shares 8,578 $449K 0.1% +8 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,833 shares; 2025Q4: 21,450 shares; 2026Q1: 21,605 shares; 2026Q2: 23,938 shares 23,938 $445K 0.1% +2,333 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: 9,606 shares; 2024Q4: 8,327 shares; 2025Q1: 8,344 shares; 2025Q2: 8,186 shares; 2025Q3: 8,202 shares; 2025Q4: 8,219 shares; 2026Q1: 8,245 shares; 2026Q2: 8,262 shares 8,262 $443K 0.1% +17 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: 4,715 shares; 2024Q4: 4,713 shares; 2025Q1: 4,731 shares; 2025Q2: 4,745 shares; 2025Q3: 4,709 shares; 2025Q4: 4,781 shares; 2026Q1: 4,781 shares; 2026Q2: 4,781 shares 4,781 $438K 0.1% 0 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: 5,494 shares; 2024Q4: 8,043 shares; 2025Q1: 8,279 shares; 2025Q2: 7,998 shares; 2025Q3: 7,998 shares; 2025Q4: 16,974 shares; 2026Q1: 8,144 shares; 2026Q2: 7,653 shares 7,653 $436K 0.1% -491 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: 17,202 shares; 2024Q4: 19,531 shares; 2025Q1: 24,293 shares; 2025Q2: 23,394 shares; 2025Q3: 22,387 shares; 2025Q4: 35,576 shares; 2026Q1: 20,595 shares; 2026Q2: 20,653 shares 20,653 $428K 0.1% +58 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: 1,068 shares; 2024Q4: 1,072 shares; 2025Q1: 1,131 shares; 2025Q2: 1,207 shares; 2025Q3: 1,208 shares; 2025Q4: 1,151 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares 1,153 $418K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,699 shares; 2024Q4: 4,406 shares; 2025Q1: 4,609 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,193 shares; 2026Q1: 4,193 shares; 2026Q2: 3,493 shares 3,493 $410K 0.1% -700 Timeline VGMS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,853 shares 7,853 $403K 0.09% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,465 shares; 2025Q1: 2,468 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,572 shares 2,572 $402K 0.09% 0 Timeline AIQ 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: 6,081 shares 6,081 $399K 0.09% new 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: 14,732 shares; 2025Q1: 8,677 shares; 2025Q2: 16,322 shares; 2025Q3: 8,638 shares; 2025Q4: 8,638 shares; 2026Q1: 8,638 shares; 2026Q2: 8,638 shares 8,638 $393K 0.09% 0 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: 3,652 shares; 2024Q4: 3,697 shares; 2025Q1: 3,698 shares; 2025Q2: 4,069 shares; 2025Q3: 4,070 shares; 2025Q4: 4,071 shares; 2026Q1: 4,072 shares; 2026Q2: 4,102 shares 4,102 $392K 0.09% +30 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,314 shares; 2024Q4: 12,487 shares; 2025Q1: 23,806 shares; 2025Q2: 24,021 shares; 2025Q3: 24,057 shares; 2025Q4: 19,314 shares; 2026Q1: 16,461 shares; 2026Q2: 16,461 shares 16,461 $390K 0.09% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,853 shares; 2026Q1: not reported; 2026Q2: 893 shares 893 $387K 0.09% 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: 939 shares; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: not reported; 2026Q2: 594 shares 594 $381K 0.09% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,065 shares; 2024Q4: 8,090 shares; 2025Q1: 8,100 shares; 2025Q2: 8,112 shares; 2025Q3: 8,117 shares; 2025Q4: 8,117 shares; 2026Q1: 8,117 shares; 2026Q2: 8,117 shares 8,117 $371K 0.09% 0 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: 2,353 shares; 2024Q4: 2,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,403 shares; 2025Q4: 2,908 shares; 2026Q1: 2,829 shares; 2026Q2: 2,806 shares 2,806 $361K 0.08% -23 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: 2,080 shares; 2024Q4: 2,522 shares; 2025Q1: 2,581 shares; 2025Q2: 2,758 shares; 2025Q3: 2,745 shares; 2025Q4: 4,937 shares; 2026Q1: 2,755 shares; 2026Q2: 2,756 shares 2,756 $360K 0.08% +1 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: 5,208 shares; 2024Q4: 6,018 shares; 2025Q1: 6,028 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 9,294 shares; 2026Q1: 5,940 shares; 2026Q2: 5,940 shares 5,940 $359K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: not reported; 2026Q2: 612 shares 612 $356K 0.08% new 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: 4,728 shares; 2024Q4: 5,045 shares; 2025Q1: 5,104 shares; 2025Q2: 5,102 shares; 2025Q3: 5,114 shares; 2025Q4: 4,101 shares; 2026Q1: 4,076 shares; 2026Q2: 4,162 shares 4,162 $348K 0.08% +86 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,541 shares; 2024Q4: 4,141 shares; 2025Q1: 2,609 shares; 2025Q2: 2,831 shares; 2025Q3: 3,058 shares; 2025Q4: 4,016 shares; 2026Q1: 2,557 shares; 2026Q2: 2,519 shares 2,519 $344K 0.08% -38 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,818 shares; 2025Q1: 4,089 shares; 2025Q2: 4,089 shares; 2025Q3: 4,089 shares; 2025Q4: 4,257 shares; 2026Q1: 4,417 shares; 2026Q2: 4,490 shares 4,490 $344K 0.08% +73 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: 3,070 shares; 2025Q2: 2,948 shares; 2025Q3: 2,814 shares; 2025Q4: 2,842 shares; 2026Q1: 2,660 shares; 2026Q2: 2,928 shares 2,928 $342K 0.08% +268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,439 shares 2,439 $341K 0.08% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,525 shares; 2024Q4: 21,608 shares; 2025Q1: 21,498 shares; 2025Q2: 21,394 shares; 2025Q3: 21,394 shares; 2025Q4: 21,394 shares; 2026Q1: 21,394 shares; 2026Q2: 21,394 shares 21,394 $340K 0.08% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,913 shares; 2025Q2: 13,913 shares; 2025Q3: 13,913 shares; 2025Q4: 13,913 shares; 2026Q1: 13,913 shares; 2026Q2: 13,913 shares 13,913 $337K 0.08% 0 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: not reported; 2024Q4: 389 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: not reported; 2025Q4: 1,601 shares; 2026Q1: 656 shares; 2026Q2: 652 shares 652 $335K 0.08% -4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,531 shares; 2026Q1: 1,008 shares; 2026Q2: 958 shares 958 $321K 0.07% -50 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,871 shares; 2025Q4: 18,939 shares; 2026Q1: 19,043 shares; 2026Q2: 19,193 shares 19,193 $319K 0.07% +150 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $310K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $305K 0.07% 0 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: 864 shares; 2024Q4: 865 shares; 2025Q1: 867 shares; 2025Q2: 868 shares; 2025Q3: 869 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 576 shares 576 $301K 0.07% +1 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,300 shares 13,300 $295K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: 753 shares; 2025Q3: 773 shares; 2025Q4: 778 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789 $291K 0.07% 0 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,179 shares 4,179 $287K 0.07% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,935 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $284K 0.07% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,992 shares; 2024Q4: 7,992 shares; 2025Q1: 7,992 shares; 2025Q2: 7,992 shares; 2025Q3: 7,992 shares; 2025Q4: 7,992 shares; 2026Q1: 8,021 shares; 2026Q2: 7,992 shares 7,992 $283K 0.07% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares; 2026Q1: 2,809 shares; 2026Q2: 2,863 shares 2,863 $276K 0.06% +54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 8,105 shares; 2026Q1: not reported; 2026Q2: 3,309 shares 3,309 $273K 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,960 shares; 2025Q1: 2,985 shares; 2025Q2: 3,120 shares; 2025Q3: 2,483 shares; 2025Q4: 4,582 shares; 2026Q1: 2,558 shares; 2026Q2: 1,936 shares 1,936 $271K 0.06% -622 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 804 shares; 2025Q4: 1,304 shares; 2026Q1: not reported; 2026Q2: 961 shares 961 $270K 0.06% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,531 shares; 2025Q3: 1,534 shares; 2025Q4: 1,576 shares; 2026Q1: 1,533 shares; 2026Q2: 1,530 shares 1,530 $269K 0.06% -3 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: 2,419 shares; 2024Q4: 2,470 shares; 2025Q1: 2,519 shares; 2025Q2: 2,717 shares; 2025Q3: 2,719 shares; 2025Q4: 5,440 shares; 2026Q1: 5,444 shares; 2026Q2: 5,038 shares 5,038 $268K 0.06% -406 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: 2,822 shares; 2025Q1: 3,007 shares; 2025Q2: 3,010 shares; 2025Q3: 3,020 shares; 2025Q4: 4,763 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $265K 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,312 shares 1,312 $259K 0.06% +1 Timeline BBJP 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: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,402 shares; 2026Q2: 3,402 shares 3,402 $256K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $249K 0.06% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,149 shares; 2024Q4: 4,188 shares; 2025Q1: 4,223 shares; 2025Q2: 4,260 shares; 2025Q3: 4,289 shares; 2025Q4: 4,055 shares; 2026Q1: 4,087 shares; 2026Q2: 4,123 shares 4,123 $249K 0.06% +36 Timeline THNQ 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: 2,684 shares 2,684 $245K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 341 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $241K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,273 shares; 2026Q2: 3,241 shares 3,241 $233K 0.05% -32 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: 5,489 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,526 shares; 2025Q3: 5,526 shares; 2025Q4: 5,526 shares; 2026Q1: 5,527 shares; 2026Q2: 2,068 shares 2,068 $223K 0.05% -3,459 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: not reported; 2026Q1: not reported; 2026Q2: 1,163 shares 1,163 $221K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,196 shares; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 2,246 shares 2,246 $215K 0.05% +17 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,168 shares; 2026Q1: not reported; 2026Q2: 843 shares 843 $215K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares; 2026Q1: not reported; 2026Q2: 628 shares 628 $214K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $212K 0.05% new 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: 772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 784 shares; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $211K 0.05% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,105 shares 2,105 $209K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: not reported; 2026Q2: 401 shares 401 $208K 0.05% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,091 shares 8,091 $207K 0.05% new Timeline RPV 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: 1,809 shares 1,809 $206K 0.05% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,986 shares 2,986 $204K 0.05% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,263 shares; 2024Q4: 12,263 shares; 2025Q1: 12,263 shares; 2025Q2: 12,263 shares; 2025Q3: 12,263 shares; 2025Q4: 12,263 shares; 2026Q1: 12,263 shares; 2026Q2: 12,263 shares 12,263 $64.3K 0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,518 shares; 2025Q2: 7,545 shares; 2025Q3: 7,545 shares; 2025Q4: not reported; 2026Q1: 8,045 shares; 2026Q2: 8,045 shares 8,045 $20.8K <0.01% 0 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,675 shares; 2026Q1: 13,875 shares; 2026Q2: 13,875 shares 13,875 $18.6K <0.01% 0 Timeline