IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,517 shares; 2024Q4: 13,954 shares; 2025Q1: 18,273 shares; 2025Q2: 35,779 shares; 2025Q3: 39,470 shares; 2025Q4: 41,649 shares; 2026Q1: 43,350 shares; 2026Q2: 45,451 shares 45,451 $34M 4.85% +2,101 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: 54,664 shares; 2024Q4: 52,358 shares; 2025Q1: 52,672 shares; 2025Q2: 56,061 shares; 2025Q3: 56,018 shares; 2025Q4: 55,777 shares; 2026Q1: 56,739 shares; 2026Q2: 226,306 shares 226,306 $28.1M 4% +169,567 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: 146,467 shares; 2024Q4: 139,181 shares; 2025Q1: 139,479 shares; 2025Q2: 135,950 shares; 2025Q3: 131,808 shares; 2025Q4: 128,870 shares; 2026Q1: 124,776 shares; 2026Q2: 118,591 shares 118,591 $26M 3.71% -6,185 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: 38,610 shares; 2024Q4: 37,249 shares; 2025Q1: 38,302 shares; 2025Q2: 40,664 shares; 2025Q3: 39,837 shares; 2025Q4: 34,285 shares; 2026Q1: 34,730 shares; 2026Q2: 34,767 shares 34,767 $25.6M 3.65% +37 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: 11,974 shares; 2025Q1: 73,620 shares; 2025Q2: 188,128 shares; 2025Q3: 237,588 shares; 2025Q4: 313,984 shares; 2026Q1: 343,993 shares; 2026Q2: 372,797 shares 372,797 $19.5M 2.78% +28,804 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: 145,786 shares; 2024Q4: 183,740 shares; 2025Q1: 221,437 shares; 2025Q2: 249,754 shares; 2025Q3: 277,147 shares; 2025Q4: 311,914 shares; 2026Q1: 337,978 shares; 2026Q2: 377,530 shares 377,530 $17.4M 2.48% +39,552 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: 233,153 shares; 2024Q4: 235,825 shares; 2025Q1: 234,999 shares; 2025Q2: 200,667 shares; 2025Q3: 209,358 shares; 2025Q4: 194,705 shares; 2026Q1: 176,054 shares; 2026Q2: 169,947 shares 169,947 $16.8M 2.4% -6,107 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: 219,886 shares; 2024Q4: 199,907 shares; 2025Q1: 195,162 shares; 2025Q2: 203,668 shares; 2025Q3: 203,925 shares; 2025Q4: 188,694 shares; 2026Q1: 182,452 shares; 2026Q2: 173,650 shares 173,650 $16.8M 2.39% -8,802 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: 360,529 shares; 2024Q4: 345,460 shares; 2025Q1: 334,139 shares; 2025Q2: 328,949 shares; 2025Q3: 325,778 shares; 2025Q4: 343,385 shares; 2026Q1: 341,729 shares; 2026Q2: 324,561 shares 324,561 $16.4M 2.34% -17,168 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,185 shares; 2026Q1: 58,685 shares; 2026Q2: 310,113 shares 310,113 $14.1M 2.01% +251,428 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,373 shares; 2024Q4: 310,359 shares; 2025Q1: 304,814 shares; 2025Q2: 279,948 shares; 2025Q3: 283,727 shares; 2025Q4: 294,103 shares; 2026Q1: 302,648 shares; 2026Q2: 265,804 shares 265,804 $13.9M 1.98% -36,844 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: 144,825 shares; 2024Q4: 144,577 shares; 2025Q1: 144,995 shares; 2025Q2: 143,895 shares; 2025Q3: 142,295 shares; 2025Q4: 141,653 shares; 2026Q1: 141,678 shares; 2026Q2: 138,535 shares 138,535 $13.4M 1.91% -3,143 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,700 shares; 2024Q4: 221,700 shares; 2025Q1: 201,700 shares; 2025Q2: 201,700 shares; 2025Q3: 201,700 shares; 2025Q4: 201,700 shares; 2026Q1: 201,700 shares; 2026Q2: 201,700 shares 201,700 $12.9M 1.84% 0 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: 82,664 shares; 2024Q4: 77,495 shares; 2025Q1: 76,294 shares; 2025Q2: 79,681 shares; 2025Q3: 79,079 shares; 2025Q4: 77,822 shares; 2026Q1: 76,495 shares; 2026Q2: 77,091 shares 77,091 $12.2M 1.74% +596 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,664 shares; 2024Q4: 250,413 shares; 2025Q1: 257,058 shares; 2025Q2: 254,896 shares; 2025Q3: 264,979 shares; 2025Q4: 266,020 shares; 2026Q1: 272,320 shares; 2026Q2: 228,606 shares 228,606 $12.2M 1.73% -43,714 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: 18,859 shares; 2024Q4: 14,262 shares; 2025Q1: 15,196 shares; 2025Q2: 14,218 shares; 2025Q3: 14,202 shares; 2025Q4: 7,857 shares; 2026Q1: 57,858 shares; 2026Q2: 58,946 shares 58,946 $11.8M 1.68% +1,088 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: 15,121 shares; 2024Q4: 14,018 shares; 2025Q1: 15,192 shares; 2025Q2: 16,551 shares; 2025Q3: 16,631 shares; 2025Q4: 11,725 shares; 2026Q1: 15,439 shares; 2026Q2: 15,448 shares 15,448 $11.5M 1.64% +9 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,099 shares; 2024Q4: 30,657 shares; 2025Q1: 42,637 shares; 2025Q2: 77,169 shares; 2025Q3: 90,901 shares; 2025Q4: 103,898 shares; 2026Q1: 110,962 shares; 2026Q2: 124,703 shares 124,703 $11.4M 1.62% +13,741 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,790 shares; 2024Q4: 265,521 shares; 2025Q1: 261,769 shares; 2025Q2: 255,315 shares; 2025Q3: 252,364 shares; 2025Q4: 242,304 shares; 2026Q1: 232,457 shares; 2026Q2: 222,779 shares 222,779 $11M 1.57% -9,678 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: 20,033 shares; 2024Q4: 20,003 shares; 2025Q1: 19,647 shares; 2025Q2: 19,426 shares; 2025Q3: 19,033 shares; 2025Q4: 16,801 shares; 2026Q1: 34,989 shares; 2026Q2: 35,521 shares 35,521 $10.3M 1.46% +532 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: 4,974 shares; 2024Q4: 4,987 shares; 2025Q1: 7,582 shares; 2025Q2: 10,592 shares; 2025Q3: 12,142 shares; 2025Q4: 13,995 shares; 2026Q1: 16,819 shares; 2026Q2: 115,570 shares 115,570 $9.96M 1.42% +98,751 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: 31,423 shares; 2024Q4: 28,140 shares; 2025Q1: 27,629 shares; 2025Q2: 26,266 shares; 2025Q3: 25,748 shares; 2025Q4: 25,335 shares; 2026Q1: 24,920 shares; 2026Q2: 23,811 shares 23,811 $9.75M 1.39% -1,109 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,743 shares; 2024Q4: 56,174 shares; 2025Q1: 54,917 shares; 2025Q2: 50,643 shares; 2025Q3: 51,022 shares; 2025Q4: 52,809 shares; 2026Q1: 50,503 shares; 2026Q2: 51,224 shares 51,224 $8.41M 1.2% +721 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: 29,728 shares; 2024Q4: 41,294 shares; 2025Q1: 48,865 shares; 2025Q2: 59,615 shares; 2025Q3: 68,179 shares; 2025Q4: 74,205 shares; 2026Q1: 81,373 shares; 2026Q2: 91,321 shares 91,321 $8.13M 1.16% +9,948 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,709 shares; 2024Q4: 90,492 shares; 2025Q1: 74,573 shares; 2025Q2: 50,619 shares; 2025Q3: 50,955 shares; 2025Q4: 51,212 shares; 2026Q1: 54,469 shares; 2026Q2: 54,853 shares 54,853 $8.04M 1.15% +384 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: 9,012 shares; 2024Q4: 8,982 shares; 2025Q1: 9,949 shares; 2025Q2: 19,381 shares; 2025Q3: 19,101 shares; 2025Q4: 15,199 shares; 2026Q1: 15,168 shares; 2026Q2: 15,131 shares 15,131 $7.9M 1.13% -37 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: 40,909 shares; 2024Q4: 45,142 shares; 2025Q1: 56,694 shares; 2025Q2: 70,307 shares; 2025Q3: 73,106 shares; 2025Q4: 76,198 shares; 2026Q1: 78,707 shares; 2026Q2: 80,010 shares 80,010 $7.72M 1.1% +1,303 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: 95,842 shares; 2024Q4: 88,365 shares; 2025Q1: 85,716 shares; 2025Q2: 80,730 shares; 2025Q3: 77,392 shares; 2025Q4: 73,232 shares; 2026Q1: 71,051 shares; 2026Q2: 69,625 shares 69,625 $7.68M 1.09% -1,426 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: 103,479 shares; 2024Q4: 99,943 shares; 2025Q1: 103,643 shares; 2025Q2: 94,432 shares; 2025Q3: 97,558 shares; 2025Q4: 93,174 shares; 2026Q1: 98,459 shares; 2026Q2: 78,799 shares 78,799 $7.45M 1.06% -19,660 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: 5,707 shares; 2024Q4: 8,213 shares; 2025Q1: 11,292 shares; 2025Q2: 30,229 shares; 2025Q3: 31,752 shares; 2025Q4: 64,200 shares; 2026Q1: 83,509 shares; 2026Q2: 108,067 shares 108,067 $7.35M 1.05% +24,558 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: 74,202 shares; 2024Q4: 71,296 shares; 2025Q1: 71,450 shares; 2025Q2: 68,747 shares; 2025Q3: 68,921 shares; 2025Q4: 67,063 shares; 2026Q1: 86,596 shares; 2026Q2: 89,814 shares 89,814 $6.93M 0.99% +3,218 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: 33,142 shares; 2024Q4: 31,561 shares; 2025Q1: 29,894 shares; 2025Q2: 27,684 shares; 2025Q3: 26,330 shares; 2025Q4: 24,864 shares; 2026Q1: 25,127 shares; 2026Q2: 22,997 shares 22,997 $6.91M 0.98% -2,130 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: 41,501 shares; 2024Q4: 41,279 shares; 2025Q1: 43,550 shares; 2025Q2: 48,689 shares; 2025Q3: 48,010 shares; 2025Q4: 48,626 shares; 2026Q1: 48,863 shares; 2026Q2: 240,773 shares 240,773 $6.6M 0.94% +191,910 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: 4,301 shares; 2024Q4: 5,111 shares; 2025Q1: 5,481 shares; 2025Q2: 5,612 shares; 2025Q3: 5,712 shares; 2025Q4: 5,733 shares; 2026Q1: 25,101 shares; 2026Q2: 25,466 shares 25,466 $6.07M 0.86% +365 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: 5,970 shares; 2024Q4: 6,774 shares; 2025Q1: 6,791 shares; 2025Q2: 6,766 shares; 2025Q3: 6,767 shares; 2025Q4: 5,534 shares; 2026Q1: 14,180 shares; 2026Q2: 15,413 shares 15,413 $5.75M 0.82% +1,233 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,440 shares; 2024Q4: 36,434 shares; 2025Q1: 40,341 shares; 2025Q2: 47,821 shares; 2025Q3: 47,639 shares; 2025Q4: 47,972 shares; 2026Q1: 48,908 shares; 2026Q2: 49,048 shares 49,048 $5.4M 0.77% +140 Timeline JMUB 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: 43,055 shares; 2024Q4: 55,945 shares; 2025Q1: 69,069 shares; 2025Q2: 90,469 shares; 2025Q3: 98,716 shares; 2025Q4: 104,126 shares; 2026Q1: 104,126 shares; 2026Q2: 106,601 shares 106,601 $5.4M 0.77% +2,475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,223 shares; 2026Q2: 7,223 shares 7,223 $5.22M 0.74% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,592 shares; 2024Q4: 31,785 shares; 2025Q1: 31,586 shares; 2025Q2: 29,569 shares; 2025Q3: 29,905 shares; 2025Q4: 27,192 shares; 2026Q1: 33,034 shares; 2026Q2: 34,277 shares 34,277 $5.08M 0.72% +1,243 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: 5,623 shares; 2024Q4: 4,611 shares; 2025Q1: 4,664 shares; 2025Q2: 4,344 shares; 2025Q3: 4,345 shares; 2025Q4: 4,346 shares; 2026Q1: 14,746 shares; 2026Q2: 14,767 shares 14,767 $4.83M 0.69% +21 Timeline JCPB 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: 49,682 shares; 2024Q4: 56,532 shares; 2025Q1: 61,025 shares; 2025Q2: 76,978 shares; 2025Q3: 80,556 shares; 2025Q4: 90,475 shares; 2026Q1: 100,322 shares; 2026Q2: 102,491 shares 102,491 $4.81M 0.69% +2,169 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: 75,653 shares; 2024Q4: 73,350 shares; 2025Q1: 72,199 shares; 2025Q2: 78,889 shares; 2025Q3: 80,351 shares; 2025Q4: 80,678 shares; 2026Q1: 82,303 shares; 2026Q2: 84,505 shares 84,505 $4.77M 0.68% +2,202 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,741 shares; 2024Q4: 94,011 shares; 2025Q1: 96,696 shares; 2025Q2: 51,022 shares; 2025Q3: 49,451 shares; 2025Q4: 45,614 shares; 2026Q1: 42,556 shares; 2026Q2: 36,925 shares 36,925 $4.73M 0.67% -5,631 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: 13,594 shares; 2024Q4: 13,799 shares; 2025Q1: 15,859 shares; 2025Q2: 15,863 shares; 2025Q3: 16,010 shares; 2025Q4: 16,124 shares; 2026Q1: 28,187 shares; 2026Q2: 27,511 shares 27,511 $4.3M 0.61% -676 Timeline ICOW 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: 71,991 shares; 2024Q4: 79,298 shares; 2025Q1: 83,273 shares; 2025Q2: 83,649 shares; 2025Q3: 90,213 shares; 2025Q4: 96,407 shares; 2026Q1: 97,024 shares; 2026Q2: 99,541 shares 99,541 $4.14M 0.59% +2,517 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,803 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,786 shares; 2026Q1: 10,987 shares; 2026Q2: 11,290 shares 11,290 $3.99M 0.57% +303 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: 1,014 shares; 2025Q2: 1,778 shares; 2025Q3: 3,297 shares; 2025Q4: 4,383 shares; 2026Q1: 10,148 shares; 2026Q2: 10,725 shares 10,725 $3.95M 0.56% +577 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: 37,819 shares; 2024Q4: 37,441 shares; 2025Q1: 40,492 shares; 2025Q2: 49,185 shares; 2025Q3: 51,136 shares; 2025Q4: 52,310 shares; 2026Q1: 55,155 shares; 2026Q2: 62,711 shares 62,711 $3.85M 0.55% +7,556 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,039 shares; 2024Q4: 76,867 shares; 2025Q1: 76,162 shares; 2025Q2: 73,974 shares; 2025Q3: 74,312 shares; 2025Q4: 75,755 shares; 2026Q1: 74,521 shares; 2026Q2: 74,735 shares 74,735 $3.61M 0.51% +214 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,226 shares; 2026Q1: 49,334 shares; 2026Q2: 67,570 shares 67,570 $3.56M 0.51% +18,236 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: 10,018 shares; 2024Q4: 10,420 shares; 2025Q1: 10,101 shares; 2025Q2: 10,042 shares; 2025Q3: 10,758 shares; 2025Q4: 10,742 shares; 2026Q1: 13,513 shares; 2026Q2: 13,396 shares 13,396 $3.4M 0.48% -117 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: 18,017 shares; 2024Q4: 17,063 shares; 2025Q1: 15,804 shares; 2025Q2: 14,827 shares; 2025Q3: 13,716 shares; 2025Q4: 12,041 shares; 2026Q1: 11,053 shares; 2026Q2: 10,831 shares 10,831 $3.28M 0.47% -222 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 2,984 shares; 2025Q2: 4,821 shares; 2025Q3: 4,946 shares; 2025Q4: 4,982 shares; 2026Q1: 7,864 shares; 2026Q2: 8,915 shares 8,915 $3.26M 0.46% +1,051 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: 1,684 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares; 2025Q4: not reported; 2026Q1: 3,018 shares; 2026Q2: 3,008 shares 3,008 $3.2M 0.46% -10 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,647 shares; 2026Q2: 16,354 shares 16,354 $3.12M 0.44% +2,707 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,016 shares; 2024Q4: 22,973 shares; 2025Q1: 28,419 shares; 2025Q2: 38,484 shares; 2025Q3: 38,664 shares; 2025Q4: 38,877 shares; 2026Q1: 39,316 shares; 2026Q2: 40,612 shares 40,612 $3.08M 0.44% +1,296 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: not reported; 2024Q4: 1,623 shares; 2025Q1: 1,566 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,643 shares; 2026Q1: 8,320 shares; 2026Q2: 8,394 shares 8,394 $3M 0.43% +74 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,019 shares; 2026Q2: 24,913 shares 24,913 $2.82M 0.4% -106 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: 40,536 shares; 2024Q4: 54,315 shares; 2025Q1: 53,773 shares; 2025Q2: 51,895 shares; 2025Q3: 51,321 shares; 2025Q4: 56,197 shares; 2026Q1: 48,216 shares; 2026Q2: 47,165 shares 47,165 $2.82M 0.4% -1,051 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: 40,147 shares; 2024Q4: 46,534 shares; 2025Q1: 51,958 shares; 2025Q2: 58,322 shares; 2025Q3: 67,257 shares; 2025Q4: 71,240 shares; 2026Q1: 74,616 shares; 2026Q2: 80,433 shares 80,433 $2.74M 0.39% +5,817 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,053 shares; 2024Q4: 55,887 shares; 2025Q1: 51,736 shares; 2025Q2: 39,395 shares; 2025Q3: 36,934 shares; 2025Q4: 34,472 shares; 2026Q1: 31,128 shares; 2026Q2: 29,470 shares 29,470 $2.7M 0.38% -1,658 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: 5,770 shares; 2024Q4: 7,103 shares; 2025Q1: 6,473 shares; 2025Q2: 6,473 shares; 2025Q3: 6,473 shares; 2025Q4: 4,585 shares; 2026Q1: 7,007 shares; 2026Q2: 6,985 shares 6,985 $2.64M 0.38% -22 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: 55,031 shares; 2024Q4: 51,948 shares; 2025Q1: 50,204 shares; 2025Q2: 48,007 shares; 2025Q3: 46,635 shares; 2025Q4: 44,927 shares; 2026Q1: 43,913 shares; 2026Q2: 43,521 shares 43,521 $2.6M 0.37% -392 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,479 shares; 2024Q4: 21,067 shares; 2025Q1: 24,730 shares; 2025Q2: 36,045 shares; 2025Q3: 36,374 shares; 2025Q4: 43,389 shares; 2026Q1: 45,802 shares; 2026Q2: 46,003 shares 46,003 $2.35M 0.33% +201 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: 28,414 shares; 2024Q4: 28,161 shares; 2025Q1: 26,300 shares; 2025Q2: 24,266 shares; 2025Q3: 24,717 shares; 2025Q4: 24,089 shares; 2026Q1: 23,756 shares; 2026Q2: 24,443 shares 24,443 $2.33M 0.33% +687 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: 51,422 shares; 2024Q4: 58,187 shares; 2025Q1: 57,120 shares; 2025Q2: 48,870 shares; 2025Q3: 48,280 shares; 2025Q4: 34,556 shares; 2026Q1: 30,464 shares; 2026Q2: 31,044 shares 31,044 $2.28M 0.32% +580 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: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,486 shares; 2025Q2: 12,488 shares; 2025Q3: 12,489 shares; 2025Q4: 12,490 shares; 2026Q1: 15,653 shares; 2026Q2: 15,653 shares 15,653 $2.01M 0.29% 0 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: 14,147 shares; 2024Q4: 14,762 shares; 2025Q1: 15,063 shares; 2025Q2: 14,849 shares; 2025Q3: 14,502 shares; 2025Q4: 15,916 shares; 2026Q1: 27,917 shares; 2026Q2: 27,888 shares 27,888 $1.99M 0.28% -29 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 16,259 shares; 2026Q2: 58,449 shares 58,449 $1.92M 0.27% +42,190 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,334 shares; 2024Q4: 8,873 shares; 2025Q1: 17,225 shares; 2025Q2: 30,624 shares; 2025Q3: 32,608 shares; 2025Q4: 37,727 shares; 2026Q1: 37,727 shares; 2026Q2: 37,727 shares 37,727 $1.9M 0.27% 0 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: 3,741 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,303 shares; 2025Q3: 5,641 shares; 2025Q4: 12,092 shares; 2026Q1: 40,397 shares; 2026Q2: 41,245 shares 41,245 $1.87M 0.27% +848 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,736 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 5,558 shares; 2026Q2: 5,291 shares 5,291 $1.87M 0.27% -267 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: not reported; 2026Q1: 1,535 shares; 2026Q2: 1,598 shares 1,598 $1.84M 0.26% +63 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: 6,478 shares; 2024Q4: 3,326 shares; 2025Q1: 3,308 shares; 2025Q2: 3,272 shares; 2025Q3: 3,232 shares; 2025Q4: 2,067 shares; 2026Q1: 2,694 shares; 2026Q2: 2,613 shares 2,613 $1.84M 0.26% -81 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: 15,524 shares; 2024Q4: 15,380 shares; 2025Q1: 15,702 shares; 2025Q2: 16,429 shares; 2025Q3: 15,981 shares; 2025Q4: 16,251 shares; 2026Q1: 16,793 shares; 2026Q2: 17,925 shares 17,925 $1.75M 0.25% +1,132 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: 17,471 shares; 2024Q4: 50,179 shares; 2025Q1: 47,465 shares; 2025Q2: 39,869 shares; 2025Q3: 43,587 shares; 2025Q4: 44,323 shares; 2026Q1: 47,262 shares; 2026Q2: 53,665 shares 53,665 $1.7M 0.24% +6,403 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: 35,602 shares; 2024Q4: 32,828 shares; 2025Q1: 31,498 shares; 2025Q2: 26,386 shares; 2025Q3: 25,989 shares; 2025Q4: 25,296 shares; 2026Q1: 25,571 shares; 2026Q2: 26,925 shares 26,925 $1.57M 0.22% +1,354 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,410 shares; 2026Q2: 7,495 shares 7,495 $1.57M 0.22% +85 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: 7,842 shares; 2024Q4: 11,302 shares; 2025Q1: 21,417 shares; 2025Q2: 27,435 shares; 2025Q3: 27,195 shares; 2025Q4: 26,999 shares; 2026Q1: 24,763 shares; 2026Q2: 22,231 shares 22,231 $1.5M 0.21% -2,532 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: 3,205 shares; 2024Q4: 3,201 shares; 2025Q1: 5,209 shares; 2025Q2: 6,959 shares; 2025Q3: 7,937 shares; 2025Q4: 7,938 shares; 2026Q1: 7,938 shares; 2026Q2: 7,938 shares 7,938 $1.49M 0.21% 0 Timeline COPX 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: 19,226 shares; 2026Q2: 19,210 shares 19,210 $1.48M 0.21% -16 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: 19,559 shares; 2024Q4: 20,650 shares; 2025Q1: 22,459 shares; 2025Q2: 19,276 shares; 2025Q3: 18,965 shares; 2025Q4: 19,099 shares; 2026Q1: 18,738 shares; 2026Q2: 17,474 shares 17,474 $1.44M 0.21% -1,264 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,888 shares; 2026Q2: 12,242 shares 12,242 $1.44M 0.2% +354 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: 3,372 shares; 2024Q4: 3,736 shares; 2025Q1: 3,101 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 3,090 shares; 2026Q1: 8,885 shares; 2026Q2: 8,885 shares 8,885 $1.3M 0.19% 0 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: 6,590 shares; 2024Q4: 5,514 shares; 2025Q1: 5,251 shares; 2025Q2: 5,365 shares; 2025Q3: 5,299 shares; 2025Q4: 5,407 shares; 2026Q1: 6,097 shares; 2026Q2: 6,101 shares 6,101 $1.3M 0.18% +4 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,988 shares; 2024Q4: 59,443 shares; 2025Q1: 59,474 shares; 2025Q2: 63,898 shares; 2025Q3: 63,948 shares; 2025Q4: 64,013 shares; 2026Q1: 60,859 shares; 2026Q2: 55,813 shares 55,813 $1.28M 0.18% -5,046 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: 242 shares; 2024Q4: 301 shares; 2025Q1: 291 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 1,408 shares; 2026Q2: 1,350 shares 1,350 $1.26M 0.18% -58 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: 3,331 shares; 2024Q4: 4,389 shares; 2025Q1: 3,726 shares; 2025Q2: 3,590 shares; 2025Q3: 3,594 shares; 2025Q4: 3,602 shares; 2026Q1: 15,207 shares; 2026Q2: 15,217 shares 15,217 $1.24M 0.18% +10 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: 1,676 shares; 2024Q4: 949 shares; 2025Q1: 1,232 shares; 2025Q2: 1,483 shares; 2025Q3: 1,430 shares; 2025Q4: 1,416 shares; 2026Q1: 2,893 shares; 2026Q2: 2,923 shares 2,923 $1.23M 0.18% +30 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: 3,711 shares; 2024Q4: 3,690 shares; 2025Q1: 3,506 shares; 2025Q2: 3,538 shares; 2025Q3: 3,450 shares; 2025Q4: 3,414 shares; 2026Q1: 3,311 shares; 2026Q2: 3,303 shares 3,303 $1.22M 0.17% -8 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,571 shares; 2024Q4: 192,152 shares; 2025Q1: 165,148 shares; 2025Q2: 68,625 shares; 2025Q3: 52,860 shares; 2025Q4: 34,395 shares; 2026Q1: 30,724 shares; 2026Q2: 28,228 shares 28,228 $1.2M 0.17% -2,496 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: 700 shares; 2024Q4: 871 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 697 shares; 2025Q4: 698 shares; 2026Q1: 4,247 shares; 2026Q2: 4,276 shares 4,276 $1.16M 0.16% +29 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: 4,482 shares; 2024Q4: 3,852 shares; 2025Q1: 3,874 shares; 2025Q2: 3,932 shares; 2025Q3: 3,843 shares; 2025Q4: 4,044 shares; 2026Q1: 4,722 shares; 2026Q2: 5,205 shares 5,205 $1.13M 0.16% +483 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,783 shares; 2024Q4: 5,693 shares; 2025Q1: 5,705 shares; 2025Q2: 5,714 shares; 2025Q3: 5,721 shares; 2025Q4: 5,731 shares; 2026Q1: 6,147 shares; 2026Q2: 6,156 shares 6,156 $1.11M 0.16% +9 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,900 shares; 2026Q1: 17,345 shares; 2026Q2: 38,460 shares 38,460 $1.11M 0.16% +21,115 Timeline FMB 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: 24,585 shares; 2024Q4: 22,297 shares; 2025Q1: 21,928 shares; 2025Q2: 21,425 shares; 2025Q3: 21,425 shares; 2025Q4: 21,425 shares; 2026Q1: 21,425 shares; 2026Q2: 21,425 shares 21,425 $1.1M 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,999 shares; 2026Q2: 19,218 shares 19,218 $1.1M 0.16% +219 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: 797 shares; 2024Q4: 805 shares; 2025Q1: 927 shares; 2025Q2: 882 shares; 2025Q3: 868 shares; 2025Q4: 951 shares; 2026Q1: 1,829 shares; 2026Q2: 1,941 shares 1,941 $1.09M 0.16% +112 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: not reported; 2026Q2: 479 shares 479 $1.09M 0.16% new 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: 536 shares; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 5,360 shares; 2026Q1: 19,975 shares; 2026Q2: 15,080 shares 15,080 $1.08M 0.15% -4,895 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,869 shares; 2024Q4: 123,038 shares; 2025Q1: 103,771 shares; 2025Q2: 38,699 shares; 2025Q3: 33,216 shares; 2025Q4: 27,978 shares; 2026Q1: 25,525 shares; 2026Q2: 21,752 shares 21,752 $1.07M 0.15% -3,773 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,793 shares; 2025Q1: 3,779 shares; 2025Q2: 3,699 shares; 2025Q3: 3,625 shares; 2025Q4: 3,358 shares; 2026Q1: 3,345 shares; 2026Q2: 13,242 shares 13,242 $1.07M 0.15% +9,897 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,873 shares; 2026Q2: 8,879 shares 8,879 $1.04M 0.15% +6 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,147 shares; 2026Q1: 1,788 shares; 2026Q2: 1,792 shares 1,792 $1.04M 0.15% +4 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: 29,225 shares; 2024Q4: 29,225 shares; 2025Q1: 29,225 shares; 2025Q2: 33,695 shares; 2025Q3: 33,695 shares; 2025Q4: 45,938 shares; 2026Q1: 45,924 shares; 2026Q2: 45,912 shares 45,912 $1.03M 0.15% -12 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: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 9,227 shares; 2026Q2: 9,757 shares 9,757 $1.01M 0.14% +530 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: 15,797 shares; 2024Q4: 13,243 shares; 2025Q1: 12,834 shares; 2025Q2: 12,521 shares; 2025Q3: 12,108 shares; 2025Q4: 11,663 shares; 2026Q1: 12,078 shares; 2026Q2: 12,162 shares 12,162 $1.01M 0.14% +84 Timeline ZFEB 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: 23,813 shares; 2025Q2: 23,813 shares; 2025Q3: 12,272 shares; 2025Q4: not reported; 2026Q1: 37,726 shares; 2026Q2: 38,112 shares 38,112 $990K 0.14% +386 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: 12,736 shares; 2024Q4: 12,747 shares; 2025Q1: 12,521 shares; 2025Q2: 12,078 shares; 2025Q3: 12,031 shares; 2025Q4: 12,043 shares; 2026Q1: 12,044 shares; 2026Q2: 11,719 shares 11,719 $982K 0.14% -325 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: 19,214 shares; 2024Q4: 18,036 shares; 2025Q1: 18,048 shares; 2025Q2: 15,241 shares; 2025Q3: 15,221 shares; 2025Q4: 14,368 shares; 2026Q1: 13,060 shares; 2026Q2: 9,026 shares 9,026 $938K 0.13% -4,034 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: 13,555 shares; 2024Q4: 13,608 shares; 2025Q1: 12,467 shares; 2025Q2: 12,362 shares; 2025Q3: 12,117 shares; 2025Q4: 12,609 shares; 2026Q1: 13,215 shares; 2026Q2: 13,405 shares 13,405 $932K 0.13% +190 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: 3,262 shares; 2024Q4: 3,583 shares; 2025Q1: 3,685 shares; 2025Q2: 3,687 shares; 2025Q3: 3,688 shares; 2025Q4: 2,216 shares; 2026Q1: 3,699 shares; 2026Q2: 3,699 shares 3,699 $931K 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 2,049 shares; 2025Q1: 1,958 shares; 2025Q2: 1,965 shares; 2025Q3: 1,972 shares; 2025Q4: 1,978 shares; 2026Q1: 6,471 shares; 2026Q2: 6,797 shares 6,797 $929K 0.13% +326 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $908K 0.13% 0 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: 18,324 shares; 2024Q4: 17,836 shares; 2025Q1: 16,840 shares; 2025Q2: 16,595 shares; 2025Q3: 17,425 shares; 2025Q4: 26,998 shares; 2026Q1: 24,531 shares; 2026Q2: 24,734 shares 24,734 $904K 0.13% +203 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: 5,515 shares; 2024Q4: 5,611 shares; 2025Q1: 5,699 shares; 2025Q2: 5,647 shares; 2025Q3: 5,329 shares; 2025Q4: 6,415 shares; 2026Q1: 10,900 shares; 2026Q2: 11,916 shares 11,916 $900K 0.13% +1,016 Timeline JMEE 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: 12,406 shares; 2024Q4: 11,693 shares; 2025Q1: 11,210 shares; 2025Q2: 11,801 shares; 2025Q3: 11,990 shares; 2025Q4: 11,585 shares; 2026Q1: 11,529 shares; 2026Q2: 11,475 shares 11,475 $895K 0.13% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,215 shares; 2026Q2: 8,335 shares 8,335 $893K 0.13% +120 Timeline PSEP 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: 38,600 shares; 2024Q4: 14,625 shares; 2025Q1: 14,638 shares; 2025Q2: 13,476 shares; 2025Q3: 21,005 shares; 2025Q4: 19,538 shares; 2026Q1: 19,379 shares; 2026Q2: 19,379 shares 19,379 $892K 0.13% 0 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: not reported; 2024Q4: 2,105 shares; 2025Q1: 2,059 shares; 2025Q2: 2,033 shares; 2025Q3: 2,034 shares; 2025Q4: 1,924 shares; 2026Q1: 9,206 shares; 2026Q2: 9,248 shares 9,248 $890K 0.13% +42 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 10,483 shares; 2025Q4: 8,805 shares; 2026Q1: 8,805 shares; 2026Q2: 8,805 shares 8,805 $880K 0.13% 0 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: 22,439 shares; 2024Q4: 21,778 shares; 2025Q1: 21,668 shares; 2025Q2: 21,335 shares; 2025Q3: 21,295 shares; 2025Q4: 19,818 shares; 2026Q1: 16,385 shares; 2026Q2: 10,897 shares 10,897 $861K 0.12% -5,488 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: 5,651 shares; 2024Q4: 7,744 shares; 2025Q1: 7,652 shares; 2025Q2: 7,482 shares; 2025Q3: 8,718 shares; 2025Q4: 8,271 shares; 2026Q1: 8,256 shares; 2026Q2: 7,196 shares 7,196 $845K 0.12% -1,060 Timeline ZNOV 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: 32,940 shares; 2026Q1: 31,938 shares; 2026Q2: 30,594 shares 30,594 $840K 0.12% -1,344 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,439 shares; 2025Q3: 21,307 shares; 2025Q4: 20,874 shares; 2026Q1: 20,468 shares; 2026Q2: 19,960 shares 19,960 $837K 0.12% -508 Timeline ZALT 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: 15,923 shares; 2026Q2: 24,697 shares 24,697 $836K 0.12% +8,774 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: 589 shares; 2024Q4: 648 shares; 2025Q1: 712 shares; 2025Q2: 1,181 shares; 2025Q3: 1,160 shares; 2025Q4: 1,159 shares; 2026Q1: 1,209 shares; 2026Q2: 1,210 shares 1,210 $831K 0.12% +1 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: not reported; 2024Q4: 1,047 shares; 2025Q1: not reported; 2025Q2: 1,172 shares; 2025Q3: 1,172 shares; 2025Q4: 1,177 shares; 2026Q1: 1,672 shares; 2026Q2: 1,734 shares 1,734 $828K 0.12% +62 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: 3,115 shares; 2024Q4: 3,116 shares; 2025Q1: 3,117 shares; 2025Q2: 2,781 shares; 2025Q3: 2,782 shares; 2025Q4: 2,782 shares; 2026Q1: 5,039 shares; 2026Q2: 5,040 shares 5,040 $816K 0.12% +1 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: 15,692 shares; 2024Q4: 11,863 shares; 2025Q1: 12,451 shares; 2025Q2: 18,616 shares; 2025Q3: 20,932 shares; 2025Q4: 21,855 shares; 2026Q1: 19,813 shares; 2026Q2: 19,343 shares 19,343 $807K 0.11% -470 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,257 shares; 2026Q2: 2,382 shares 2,382 $806K 0.11% +125 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: 5,735 shares; 2024Q4: 5,735 shares; 2025Q1: 5,113 shares; 2025Q2: 5,113 shares; 2025Q3: 5,113 shares; 2025Q4: 5,113 shares; 2026Q1: 5,113 shares; 2026Q2: 5,113 shares 5,113 $803K 0.11% 0 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,552 shares; 2024Q4: 71,365 shares; 2025Q1: 64,177 shares; 2025Q2: 33,518 shares; 2025Q3: 24,297 shares; 2025Q4: 19,067 shares; 2026Q1: 16,894 shares; 2026Q2: 15,810 shares 15,810 $779K 0.11% -1,084 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 5,795 shares; 2026Q2: 14,962 shares 14,962 $768K 0.11% +9,167 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: 5,484 shares; 2026Q2: 5,484 shares 5,484 $766K 0.11% 0 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: 6,290 shares; 2024Q4: 6,292 shares; 2025Q1: 6,252 shares; 2025Q2: 6,252 shares; 2025Q3: 6,252 shares; 2025Q4: not reported; 2026Q1: 2,983 shares; 2026Q2: 3,206 shares 3,206 $759K 0.11% +223 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,091 shares; 2024Q4: 25,938 shares; 2025Q1: 25,973 shares; 2025Q2: 26,026 shares; 2025Q3: 26,080 shares; 2025Q4: 29,572 shares; 2026Q1: 29,607 shares; 2026Q2: 29,661 shares 29,661 $749K 0.11% +54 Timeline ITA 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: 2,847 shares; 2026Q2: 3,039 shares 3,039 $737K 0.1% +192 Timeline FMHI 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: 10,985 shares; 2024Q4: 14,465 shares; 2025Q1: 14,465 shares; 2025Q2: 14,465 shares; 2025Q3: 14,401 shares; 2025Q4: 14,401 shares; 2026Q1: 14,401 shares; 2026Q2: 15,020 shares 15,020 $728K 0.1% +619 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: 3,501 shares; 2025Q2: 3,584 shares; 2025Q3: 3,598 shares; 2025Q4: 7,003 shares; 2026Q1: 59,905 shares; 2026Q2: 13,667 shares 13,667 $726K 0.1% -46,238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,525 shares; 2026Q2: 3,801 shares 3,801 $704K 0.1% +276 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: not reported; 2026Q2: 21,804 shares 21,804 $693K 0.1% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,057 shares; 2024Q4: 20,619 shares; 2025Q1: 20,554 shares; 2025Q2: 15,500 shares; 2025Q3: 15,195 shares; 2025Q4: 15,150 shares; 2026Q1: 13,100 shares; 2026Q2: 12,881 shares 12,881 $693K 0.1% -219 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: 621 shares; 2024Q4: 701 shares; 2025Q1: 704 shares; 2025Q2: 708 shares; 2025Q3: 711 shares; 2025Q4: 703 shares; 2026Q1: 1,251 shares; 2026Q2: 1,355 shares 1,355 $690K 0.1% +104 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: 1,934 shares; 2024Q4: 1,935 shares; 2025Q1: 1,936 shares; 2025Q2: 1,836 shares; 2025Q3: 1,837 shares; 2025Q4: 1,838 shares; 2026Q1: 2,443 shares; 2026Q2: 2,444 shares 2,444 $687K 0.1% +1 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,877 shares; 2024Q4: 38,069 shares; 2025Q1: 36,571 shares; 2025Q2: 31,999 shares; 2025Q3: 31,999 shares; 2025Q4: 27,599 shares; 2026Q1: 27,599 shares; 2026Q2: 27,174 shares 27,174 $658K 0.09% -425 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: 7,611 shares; 2026Q2: 9,450 shares 9,450 $646K 0.09% +1,839 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 2,773 shares; 2025Q1: 2,774 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,914 shares; 2026Q2: 2,859 shares 2,859 $640K 0.09% -55 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: 2,154 shares; 2024Q4: 2,079 shares; 2025Q1: 2,129 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,370 shares; 2026Q1: 3,795 shares; 2026Q2: 3,809 shares 3,809 $631K 0.09% +14 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: 7,063 shares; 2024Q4: 6,888 shares; 2025Q1: 6,914 shares; 2025Q2: 6,937 shares; 2025Q3: 6,960 shares; 2025Q4: 6,982 shares; 2026Q1: 8,707 shares; 2026Q2: 8,728 shares 8,728 $628K 0.09% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,128 shares; 2026Q2: 6,132 shares 6,132 $627K 0.09% +4 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: not reported; 2026Q1: 6,508 shares; 2026Q2: 6,478 shares 6,478 $625K 0.09% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,479 shares; 2026Q2: 2,475 shares 2,475 $600K 0.09% -4 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: 73,470 shares; 2024Q4: 65,265 shares; 2025Q1: 53,950 shares; 2025Q2: 19,015 shares; 2025Q3: 16,999 shares; 2025Q4: 14,961 shares; 2026Q1: 14,189 shares; 2026Q2: 13,794 shares 13,794 $595K 0.08% -395 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,791 shares; 2024Q4: 17,714 shares; 2025Q1: 17,502 shares; 2025Q2: 16,939 shares; 2025Q3: 12,428 shares; 2025Q4: 12,962 shares; 2026Q1: 12,078 shares; 2026Q2: 11,918 shares 11,918 $595K 0.08% -160 Timeline ZMAY 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: 22,757 shares 22,757 $591K 0.08% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,956 shares; 2024Q4: 17,678 shares; 2025Q1: 17,467 shares; 2025Q2: 17,467 shares; 2025Q3: 17,467 shares; 2025Q4: 24,186 shares; 2026Q1: 24,186 shares; 2026Q2: 24,186 shares 24,186 $586K 0.08% 0 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: not reported; 2025Q4: 2,170 shares; 2026Q1: 7,093 shares; 2026Q2: 7,072 shares 7,072 $584K 0.08% -21 Timeline IBTL 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: 20,416 shares; 2025Q2: 20,416 shares; 2025Q3: 20,416 shares; 2025Q4: 20,416 shares; 2026Q1: 20,416 shares; 2026Q2: 28,638 shares 28,638 $578K 0.08% +8,222 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,084 shares; 2026Q2: 2,336 shares 2,336 $575K 0.08% +1,252 Timeline PAUG 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: 16,147 shares; 2024Q4: 11,884 shares; 2025Q1: 9,990 shares; 2025Q2: 9,990 shares; 2025Q3: 17,368 shares; 2025Q4: 15,516 shares; 2026Q1: 14,799 shares; 2026Q2: 12,590 shares 12,590 $575K 0.08% -2,209 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,796 shares; 2024Q4: 1,762 shares; 2025Q1: 1,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $570K 0.08% 0 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: 16,000 shares; 2024Q4: 15,178 shares; 2025Q1: 14,134 shares; 2025Q2: 11,766 shares; 2025Q3: 9,336 shares; 2025Q4: 7,913 shares; 2026Q1: 7,264 shares; 2026Q2: 7,104 shares 7,104 $568K 0.08% -160 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,890 shares; 2024Q4: 25,494 shares; 2025Q1: 32,828 shares; 2025Q2: 32,836 shares; 2025Q3: 33,126 shares; 2025Q4: 33,294 shares; 2026Q1: 35,093 shares; 2026Q2: 7,277 shares 7,277 $567K 0.08% -27,816 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,056 shares; 2024Q4: 40,888 shares; 2025Q1: 36,679 shares; 2025Q2: 29,265 shares; 2025Q3: 29,265 shares; 2025Q4: 26,288 shares; 2026Q1: 24,722 shares; 2026Q2: 24,722 shares 24,722 $560K 0.08% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,622 shares; 2024Q4: 29,622 shares; 2025Q1: 29,622 shares; 2025Q2: 26,517 shares; 2025Q3: 26,517 shares; 2025Q4: 26,517 shares; 2026Q1: 26,517 shares; 2026Q2: 26,517 shares 26,517 $553K 0.08% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,127 shares; 2026Q2: 2,008 shares 2,008 $546K 0.08% +881 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: 9,403 shares; 2024Q4: not reported; 2025Q1: 9,722 shares; 2025Q2: 10,032 shares; 2025Q3: 11,426 shares; 2025Q4: 11,416 shares; 2026Q1: 11,316 shares; 2026Q2: 10,936 shares 10,936 $544K 0.08% -380 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 3,409 shares; 2025Q1: 3,415 shares; 2025Q2: 3,424 shares; 2025Q3: 3,949 shares; 2025Q4: 3,962 shares; 2026Q1: 4,599 shares; 2026Q2: 5,078 shares 5,078 $541K 0.08% +479 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $540K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,799 shares; 2026Q2: 9,799 shares 9,799 $525K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,937 shares; 2024Q4: 25,137 shares; 2025Q1: 26,644 shares; 2025Q2: 25,268 shares; 2025Q3: 19,970 shares; 2025Q4: 19,469 shares; 2026Q1: 21,826 shares; 2026Q2: 21,656 shares 21,656 $521K 0.07% -170 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: 15,226 shares; 2026Q2: 15,005 shares 15,005 $514K 0.07% -221 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,018 shares; 2025Q2: 923 shares; 2025Q3: 919 shares; 2025Q4: 877 shares; 2026Q1: 1,760 shares; 2026Q2: 1,787 shares 1,787 $498K 0.07% +27 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: 910 shares; 2024Q4: 910 shares; 2025Q1: 1,058 shares; 2025Q2: 1,029 shares; 2025Q3: 928 shares; 2025Q4: 926 shares; 2026Q1: 1,372 shares; 2026Q2: 1,372 shares 1,372 $497K 0.07% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 4,398 shares; 2026Q2: 4,398 shares 4,398 $494K 0.07% 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: 1,475 shares; 2024Q4: 1,684 shares; 2025Q1: 1,490 shares; 2025Q2: 1,528 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,347 shares; 2026Q2: 1,177 shares 1,177 $489K 0.07% -170 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: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $489K 0.07% new Timeline FPEI 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: 178,813 shares; 2024Q4: 32,360 shares; 2025Q1: 25,614 shares; 2025Q2: 25,614 shares; 2025Q3: 25,614 shares; 2025Q4: 25,614 shares; 2026Q1: 25,614 shares; 2026Q2: 25,072 shares 25,072 $484K 0.07% -542 Timeline BMAR 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: 8,349 shares; 2025Q2: 8,349 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 8,349 shares; 2026Q2: 8,349 shares 8,349 $481K 0.07% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $476K 0.07% 0 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,331 shares; 2024Q4: 22,827 shares; 2025Q1: 22,884 shares; 2025Q2: 22,884 shares; 2025Q3: 23,394 shares; 2025Q4: 23,394 shares; 2026Q1: 23,394 shares; 2026Q2: 23,542 shares 23,542 $471K 0.07% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares; 2026Q2: 2,952 shares 2,952 $468K 0.07% +2 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $465K 0.07% 0 Timeline RAAX 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: 11,553 shares 11,553 $458K 0.07% new 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: 15,697 shares; 2024Q4: 16,594 shares; 2025Q1: 15,723 shares; 2025Q2: 15,737 shares; 2025Q3: 15,657 shares; 2025Q4: 2,581 shares; 2026Q1: 5,068 shares; 2026Q2: 5,188 shares 5,188 $455K 0.06% +120 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: 4,233 shares; 2024Q4: 3,818 shares; 2025Q1: 3,733 shares; 2025Q2: 3,184 shares; 2025Q3: 3,200 shares; 2025Q4: 4,171 shares; 2026Q1: 4,182 shares; 2026Q2: 4,097 shares 4,097 $441K 0.06% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,348 shares; 2026Q2: 3,348 shares 3,348 $437K 0.06% 0 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: 20,369 shares; 2024Q4: 20,369 shares; 2025Q1: 20,357 shares; 2025Q2: 19,988 shares; 2025Q3: 19,945 shares; 2025Q4: 19,800 shares; 2026Q1: 20,769 shares; 2026Q2: 20,769 shares 20,769 $430K 0.06% 0 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,351 shares 15,351 $429K 0.06% 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: 7,810 shares; 2024Q4: 7,413 shares; 2025Q1: 7,597 shares; 2025Q2: 7,628 shares; 2025Q3: 7,661 shares; 2025Q4: 7,548 shares; 2026Q1: 10,500 shares; 2026Q2: 10,039 shares 10,039 $425K 0.06% -461 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,455 shares; 2026Q2: 1,430 shares 1,430 $419K 0.06% -25 Timeline FSEP 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: 7,314 shares; 2024Q4: 7,314 shares; 2025Q1: 7,314 shares; 2025Q2: 7,314 shares; 2025Q3: 7,314 shares; 2025Q4: 7,314 shares; 2026Q1: 7,314 shares; 2026Q2: 7,314 shares 7,314 $403K 0.06% 0 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: 6,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,324 shares; 2026Q1: 6,883 shares; 2026Q2: 9,665 shares 9,665 $400K 0.06% +2,782 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,679 shares; 2026Q2: 8,848 shares 8,848 $399K 0.06% +169 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: 481 shares; 2024Q4: 453 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $397K 0.06% 0 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: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 806 shares 806 $396K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,896 shares; 2026Q2: 2,833 shares 2,833 $390K 0.06% -63 Timeline FAUG 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: 6,815 shares; 2024Q4: 6,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,815 shares; 2025Q4: 6,815 shares; 2026Q1: 6,815 shares; 2026Q2: 6,815 shares 6,815 $385K 0.05% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,164 shares; 2024Q4: 14,828 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,436 shares; 2025Q4: not reported; 2026Q1: 16,506 shares; 2026Q2: 16,506 shares 16,506 $382K 0.05% 0 Timeline PMAR 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: 7,962 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares; 2025Q4: 7,962 shares; 2026Q1: 7,962 shares; 2026Q2: 7,962 shares 7,962 $380K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: not reported; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $380K 0.05% 0 Timeline IBTJ 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: 12,080 shares; 2025Q3: not reported; 2025Q4: 33,813 shares; 2026Q1: 17,333 shares; 2026Q2: 17,375 shares 17,375 $376K 0.05% +42 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $372K 0.05% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,885 shares; 2026Q2: 2,885 shares 2,885 $364K 0.05% 0 Timeline SPGP 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: 2,360 shares; 2026Q2: 2,955 shares 2,955 $361K 0.05% +595 Timeline JSCP 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: 9,983 shares; 2024Q4: 8,058 shares; 2025Q1: 8,058 shares; 2025Q2: 8,058 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 7,411 shares; 2026Q2: 7,540 shares 7,540 $355K 0.05% +129 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,270 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares; 2026Q1: 4,270 shares; 2026Q2: 4,270 shares 4,270 $352K 0.05% 0 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: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $351K 0.05% 0 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: 70,708 shares; 2024Q4: 61,147 shares; 2025Q1: 34,723 shares; 2025Q2: 31,092 shares; 2025Q3: 29,632 shares; 2025Q4: 21,530 shares; 2026Q1: 19,207 shares; 2026Q2: 19,281 shares 19,281 $345K 0.05% +74 Timeline IBTI 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: 9,771 shares; 2025Q2: 14,275 shares; 2025Q3: 15,443 shares; 2025Q4: 15,443 shares; 2026Q1: 15,443 shares; 2026Q2: 15,443 shares 15,443 $342K 0.05% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,235 shares; 2024Q4: 9,286 shares; 2025Q1: 8,764 shares; 2025Q2: 8,600 shares; 2025Q3: 8,525 shares; 2025Q4: 8,648 shares; 2026Q1: 7,284 shares; 2026Q2: 6,741 shares 6,741 $341K 0.05% -543 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,138 shares; 2024Q4: 4,176 shares; 2025Q1: 4,048 shares; 2025Q2: 4,108 shares; 2025Q3: 4,011 shares; 2025Q4: 4,055 shares; 2026Q1: 3,787 shares; 2026Q2: 3,843 shares 3,843 $337K 0.05% +56 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,583 shares; 2026Q2: 2,883 shares 2,883 $336K 0.05% +300 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares; 2026Q2: 4,655 shares 4,655 $336K 0.05% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,351 shares 8,351 $335K 0.05% new Timeline SJNK 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: 37,343 shares; 2024Q4: 38,285 shares; 2025Q1: 29,652 shares; 2025Q2: 13,999 shares; 2025Q3: 13,975 shares; 2025Q4: 14,209 shares; 2026Q1: 13,126 shares; 2026Q2: 13,290 shares 13,290 $333K 0.05% +164 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 747 shares; 2026Q1: 881 shares; 2026Q2: 881 shares 881 $329K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,333 shares; 2024Q4: 5,333 shares; 2025Q1: 5,333 shares; 2025Q2: 5,333 shares; 2025Q3: 5,333 shares; 2025Q4: 5,333 shares; 2026Q1: 5,843 shares; 2026Q2: 5,668 shares 5,668 $328K 0.05% -175 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,210 shares; 2025Q3: 6,752 shares; 2025Q4: 7,012 shares; 2026Q1: 7,012 shares; 2026Q2: 7,012 shares 7,012 $323K 0.05% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 913 shares; 2025Q4: 935 shares; 2026Q1: 933 shares; 2026Q2: 915 shares 915 $314K 0.04% -18 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,209 shares; 2026Q2: 6,196 shares 6,196 $313K 0.04% +987 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: 9,596 shares; 2025Q3: 9,596 shares; 2025Q4: 9,596 shares; 2026Q1: 9,596 shares; 2026Q2: 5,828 shares 5,828 $312K 0.04% -3,768 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,167 shares; 2026Q2: 4,167 shares 4,167 $310K 0.04% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,465 shares; 2025Q3: 6,522 shares; 2025Q4: 6,026 shares; 2026Q1: 5,418 shares; 2026Q2: 5,735 shares 5,735 $309K 0.04% +317 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares; 2026Q2: 1,032 shares 1,032 $308K 0.04% -46 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: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 3,290 shares; 2026Q1: 3,490 shares; 2026Q2: 3,190 shares 3,190 $305K 0.04% -300 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,378 shares 1,378 $305K 0.04% new Timeline PFEB 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: 7,405 shares; 2024Q4: 6,133 shares; 2025Q1: 9,981 shares; 2025Q2: 9,496 shares; 2025Q3: 9,496 shares; 2025Q4: 7,937 shares; 2026Q1: 7,732 shares; 2026Q2: 7,054 shares 7,054 $304K 0.04% -678 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,972 shares; 2026Q2: 1,972 shares 1,972 $299K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,728 shares; 2026Q2: 1,773 shares 1,773 $297K 0.04% +45 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 932 shares 932 $296K 0.04% +100 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: 5,118 shares; 2024Q4: 3,325 shares; 2025Q1: 3,256 shares; 2025Q2: 3,186 shares; 2025Q3: 3,037 shares; 2025Q4: 2,384 shares; 2026Q1: 2,467 shares; 2026Q2: 2,703 shares 2,703 $295K 0.04% +236 Timeline IBUF 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: 7,146 shares; 2026Q2: 9,224 shares 9,224 $290K 0.04% +2,078 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: 1,502 shares; 2024Q4: not reported; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $290K 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,524 shares 1,524 $289K 0.04% +324 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: 1,278 shares 1,278 $286K 0.04% new 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: 10,570 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,948 shares; 2026Q2: 1,948 shares 1,948 $285K 0.04% 0 Timeline IJUL 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: 12,599 shares; 2024Q4: 9,837 shares; 2025Q1: 9,663 shares; 2025Q2: 8,495 shares; 2025Q3: 8,495 shares; 2025Q4: 8,495 shares; 2026Q1: 8,112 shares; 2026Q2: 7,908 shares 7,908 $284K 0.04% -204 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 4,451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,047 shares; 2025Q4: 5,728 shares; 2026Q1: 5,800 shares; 2026Q2: 5,815 shares 5,815 $282K 0.04% +15 Timeline IOCT 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: 14,092 shares; 2024Q4: 11,503 shares; 2025Q1: 11,503 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares; 2026Q1: 8,285 shares; 2026Q2: 7,557 shares 7,557 $280K 0.04% -728 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: 4,156 shares; 2024Q4: 3,639 shares; 2025Q1: 3,585 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,639 shares; 2026Q1: 3,639 shares; 2026Q2: 3,656 shares 3,656 $275K 0.04% +17 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 599 shares; 2026Q2: 599 shares 599 $275K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $274K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $271K 0.04% 0 Timeline NSEP 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: 9,329 shares; 2025Q4: 9,329 shares; 2026Q1: 8,610 shares; 2026Q2: 8,610 shares 8,610 $269K 0.04% 0 Timeline PNOV 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: 6,661 shares; 2026Q1: 6,059 shares; 2026Q2: 6,059 shares 6,059 $269K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,653 shares; 2026Q2: 3,393 shares 3,393 $265K 0.04% -260 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,007 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares; 2026Q1: 5,119 shares; 2026Q2: 5,029 shares 5,029 $257K 0.04% -90 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 1,699 shares; 2026Q2: 1,699 shares 1,699 $253K 0.04% 0 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: 14,000 shares; 2024Q4: 14,047 shares; 2025Q1: 12,193 shares; 2025Q2: 12,220 shares; 2025Q3: 12,255 shares; 2025Q4: 12,294 shares; 2026Q1: 12,331 shares; 2026Q2: 12,371 shares 12,371 $252K 0.04% +40 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,716 shares; 2026Q2: 3,716 shares 3,716 $251K 0.04% 0 Timeline BSEP 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: 4,713 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares; 2026Q2: 4,713 shares 4,713 $249K 0.04% 0 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: 2,683 shares; 2024Q4: 2,683 shares; 2025Q1: 2,805 shares; 2025Q2: 2,854 shares; 2025Q3: 2,844 shares; 2025Q4: 3,211 shares; 2026Q1: 3,219 shares; 2026Q2: 3,212 shares 3,212 $246K 0.04% -7 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: not reported; 2024Q4: not reported; 2025Q1: 8,243 shares; 2025Q2: 8,243 shares; 2025Q3: 8,243 shares; 2025Q4: 8,243 shares; 2026Q1: 8,243 shares; 2026Q2: 8,243 shares 8,243 $245K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,346 shares; 2024Q4: 22,244 shares; 2025Q1: 22,265 shares; 2025Q2: 18,772 shares; 2025Q3: 18,105 shares; 2025Q4: 16,723 shares; 2026Q1: 7,516 shares; 2026Q2: 8,009 shares 8,009 $244K 0.03% +493 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: not reported; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 474 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $244K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $243K 0.03% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $243K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares 973 $240K 0.03% new 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: not reported; 2026Q2: 2,694 shares 2,694 $237K 0.03% new 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: 1,384 shares 1,384 $236K 0.03% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,215 shares; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $233K 0.03% 0 Timeline VSDM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,019 shares 3,019 $231K 0.03% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 970 shares; 2026Q2: 970 shares 970 $230K 0.03% 0 Timeline IBMO 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: 8,918 shares; 2025Q1: 8,918 shares; 2025Q2: 8,918 shares; 2025Q3: 8,918 shares; 2025Q4: 8,918 shares; 2026Q1: 8,918 shares; 2026Q2: 8,918 shares 8,918 $229K 0.03% 0 Timeline JPIN 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: 3,362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 3,170 shares; 2025Q4: 3,241 shares; 2026Q1: 3,216 shares; 2026Q2: 3,159 shares 3,159 $228K 0.03% -57 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,285 shares; 2026Q2: 1,136 shares 1,136 $227K 0.03% -149 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP 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: not reported; 2025Q4: 7,500 shares; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500 $226K 0.03% new Timeline FIXD 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: not reported; 2025Q4: not reported; 2026Q1: 5,127 shares; 2026Q2: 5,149 shares 5,149 $225K 0.03% +22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 992 shares 992 $221K 0.03% +30 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: 3,286 shares; 2024Q4: 2,016 shares; 2025Q1: 1,926 shares; 2025Q2: 1,633 shares; 2025Q3: 1,612 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $219K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,630 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,899 shares 9,899 $217K 0.03% new Timeline NMAR 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: 6,705 shares 6,705 $216K 0.03% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,586 shares; 2026Q2: 2,586 shares 2,586 $215K 0.03% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,222 shares; 2024Q4: 9,803 shares; 2025Q1: 9,803 shares; 2025Q2: 9,803 shares; 2025Q3: 9,803 shares; 2025Q4: 9,803 shares; 2026Q1: 9,803 shares; 2026Q2: 9,803 shares 9,803 $214K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 933 shares 933 $206K 0.03% new Timeline ZAUG 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: 12,451 shares; 2025Q4: 12,046 shares; 2026Q1: 12,046 shares; 2026Q2: 7,344 shares 7,344 $202K 0.03% -4,702 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,856 shares 1,856 $200K 0.03% new Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 10,000 shares 10,000 $133K 0.02% new Timeline