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: 1,912,868 shares; 2024Q4: 1,888,722 shares; 2025Q1: 1,916,846 shares; 2025Q2: 1,966,408 shares; 2025Q3: 1,862,729 shares; 2025Q4: 1,933,836 shares; 2026Q1: 1,802,322 shares; 2026Q2: 1,826,177 shares 1,826,177 $160M 17.7% +23,855 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: 409,674 shares; 2024Q4: 392,339 shares; 2025Q1: 370,389 shares; 2025Q2: not reported; 2025Q3: 343,509 shares; 2025Q4: 353,247 shares; 2026Q1: 331,001 shares; 2026Q2: 329,315 shares 329,315 $61.9M 6.83% -1,686 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: 519,891 shares; 2024Q4: 512,038 shares; 2025Q1: 533,322 shares; 2025Q2: not reported; 2025Q3: 583,116 shares; 2025Q4: 607,939 shares; 2026Q1: 788,500 shares; 2026Q2: 805,223 shares 805,223 $54.8M 6.04% +16,723 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: 153,265 shares; 2024Q4: 151,478 shares; 2025Q1: 151,723 shares; 2025Q2: 138,803 shares; 2025Q3: 141,579 shares; 2025Q4: 141,331 shares; 2026Q1: 135,483 shares; 2026Q2: 134,818 shares 134,818 $49.9M 5.5% -665 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,536 shares; 2024Q4: 552,524 shares; 2025Q1: 690,300 shares; 2025Q2: 711,937 shares; 2025Q3: 713,274 shares; 2025Q4: 735,506 shares; 2026Q1: 750,134 shares; 2026Q2: 764,278 shares 764,278 $46.5M 5.13% +14,144 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499,802 shares; 2024Q4: 495,673 shares; 2025Q1: 707,177 shares; 2025Q2: 713,511 shares; 2025Q3: 744,534 shares; 2025Q4: 785,170 shares; 2026Q1: 1,655,218 shares; 2026Q2: 1,714,449 shares 1,714,449 $45M 4.96% +59,231 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: 322,273 shares; 2024Q4: 322,726 shares; 2025Q1: 358,214 shares; 2025Q2: not reported; 2025Q3: 369,069 shares; 2025Q4: 380,919 shares; 2026Q1: 345,144 shares; 2026Q2: 354,010 shares 354,010 $34.2M 3.77% +8,866 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: 325,310 shares; 2025Q4: 346,888 shares; 2026Q1: 641,141 shares; 2026Q2: 639,824 shares 639,824 $33.7M 3.72% -1,317 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356,489 shares; 2024Q4: 423,365 shares; 2025Q1: 412,535 shares; 2025Q2: 429,080 shares; 2025Q3: 399,595 shares; 2025Q4: 422,792 shares; 2026Q1: 461,791 shares; 2026Q2: 481,490 shares 481,490 $24.3M 2.68% +19,699 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: 39,180 shares; 2024Q4: 43,078 shares; 2025Q1: 44,714 shares; 2025Q2: 45,555 shares; 2025Q3: 45,094 shares; 2025Q4: 44,879 shares; 2026Q1: 44,609 shares; 2026Q2: 43,830 shares 43,830 $21.9M 2.42% -779 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,459 shares; 2024Q4: 304,305 shares; 2025Q1: 330,346 shares; 2025Q2: 341,628 shares; 2025Q3: 374,962 shares; 2025Q4: 412,025 shares; 2026Q1: 645,763 shares; 2026Q2: 693,653 shares 693,653 $17.7M 1.95% +47,890 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: 20,821 shares; 2024Q4: 19,816 shares; 2025Q1: 19,280 shares; 2025Q2: 393 shares; 2025Q3: 20,518 shares; 2025Q4: 20,480 shares; 2026Q1: 20,503 shares; 2026Q2: 20,739 shares 20,739 $15.3M 1.68% +236 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: 49,761 shares; 2024Q4: 47,179 shares; 2025Q1: 49,378 shares; 2025Q2: not reported; 2025Q3: 51,001 shares; 2025Q4: 53,046 shares; 2026Q1: 56,017 shares; 2026Q2: 56,546 shares 56,546 $12.4M 1.37% +529 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: 69,314 shares; 2024Q4: 65,794 shares; 2025Q1: 65,245 shares; 2025Q2: 42,700 shares; 2025Q3: 70,447 shares; 2025Q4: 72,551 shares; 2026Q1: 77,840 shares; 2026Q2: 107,472 shares 107,472 $10.2M 1.12% +29,632 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,369 shares; 2025Q4: 89,275 shares; 2026Q1: 152,623 shares; 2026Q2: 165,561 shares 165,561 $9.89M 1.09% +12,938 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: 25,533 shares; 2024Q4: 25,003 shares; 2025Q1: 25,288 shares; 2025Q2: 26,241 shares; 2025Q3: 24,806 shares; 2025Q4: 24,624 shares; 2026Q1: 24,682 shares; 2026Q2: 30,820 shares 30,820 $8.92M 0.98% +6,138 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,910 shares; 2024Q4: 338,270 shares; 2025Q1: 335,096 shares; 2025Q2: 283,377 shares; 2025Q3: 330,921 shares; 2025Q4: 331,741 shares; 2026Q1: 330,574 shares; 2026Q2: 334,196 shares 334,196 $8.24M 0.91% +3,622 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,143 shares; 2024Q4: 15,028 shares; 2025Q1: 17,047 shares; 2025Q2: not reported; 2025Q3: 19,401 shares; 2025Q4: 22,798 shares; 2026Q1: 21,975 shares; 2026Q2: 26,203 shares 26,203 $7.94M 0.88% +4,228 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165,445 shares 165,445 $7.34M 0.81% new 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: 78,487 shares; 2024Q4: 76,055 shares; 2025Q1: 78,352 shares; 2025Q2: 44,558 shares; 2025Q3: 82,047 shares; 2025Q4: 84,081 shares; 2026Q1: 86,269 shares; 2026Q2: 85,947 shares 85,947 $7.2M 0.79% -322 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,949 shares; 2026Q2: 35,936 shares 35,936 $7.18M 0.79% +987 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: 30,921 shares; 2024Q4: 29,203 shares; 2025Q1: 29,480 shares; 2025Q2: 1,500 shares; 2025Q3: 30,235 shares; 2025Q4: 29,871 shares; 2026Q1: 29,968 shares; 2026Q2: 29,864 shares 29,864 $7.07M 0.78% -104 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: 1,043 shares; 2026Q2: 5,811 shares 5,811 $6.71M 0.74% +4,768 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: 25,988 shares; 2024Q4: 24,795 shares; 2025Q1: 27,596 shares; 2025Q2: not reported; 2025Q3: 32,720 shares; 2025Q4: 30,980 shares; 2026Q1: 30,736 shares; 2026Q2: 32,249 shares 32,249 $6.45M 0.71% +1,513 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,560 shares; 2026Q2: 136,325 shares 136,325 $6.39M 0.7% +6,765 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: 23,969 shares; 2024Q4: 23,766 shares; 2025Q1: 23,868 shares; 2025Q2: 23,822 shares; 2025Q3: 23,624 shares; 2025Q4: 23,736 shares; 2026Q1: 23,836 shares; 2026Q2: 23,808 shares 23,808 $5.99M 0.66% -28 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: 12,919 shares; 2024Q4: 11,162 shares; 2025Q1: 10,186 shares; 2025Q2: 13,409 shares; 2025Q3: 13,361 shares; 2025Q4: 13,155 shares; 2026Q1: 12,974 shares; 2026Q2: 15,554 shares 15,554 $5.88M 0.65% +2,580 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: 45,309 shares; 2024Q4: 49,115 shares; 2025Q1: 48,475 shares; 2025Q2: 48,982 shares; 2025Q3: 48,882 shares; 2025Q4: 48,887 shares; 2026Q1: 42,887 shares; 2026Q2: 46,593 shares 46,593 $5.47M 0.6% +3,706 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: 3,771 shares; 2024Q4: 3,779 shares; 2025Q1: 3,838 shares; 2025Q2: 3,875 shares; 2025Q3: 5,493 shares; 2025Q4: 5,733 shares; 2026Q1: 5,780 shares; 2026Q2: 7,448 shares 7,448 $5.12M 0.56% +1,668 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: 8,867 shares; 2024Q4: 8,505 shares; 2025Q1: 8,341 shares; 2025Q2: 7,179 shares; 2025Q3: 6,909 shares; 2025Q4: 6,709 shares; 2026Q1: 6,364 shares; 2026Q2: 6,838 shares 6,838 $5.11M 0.56% +474 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,251 shares; 2025Q2: not reported; 2025Q3: 149,014 shares; 2025Q4: 164,001 shares; 2026Q1: 175,880 shares; 2026Q2: 182,431 shares 182,431 $4.84M 0.53% +6,551 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,351 shares; 2024Q4: 10,512 shares; 2025Q1: 11,561 shares; 2025Q2: not reported; 2025Q3: 14,947 shares; 2025Q4: 17,697 shares; 2026Q1: 17,634 shares; 2026Q2: 18,762 shares 18,762 $4.73M 0.52% +1,128 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,112 shares; 2024Q4: 85,197 shares; 2025Q1: 84,082 shares; 2025Q2: 83,357 shares; 2025Q3: 82,957 shares; 2025Q4: 82,597 shares; 2026Q1: 78,797 shares; 2026Q2: 78,805 shares 78,805 $4.59M 0.51% +8 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,213 shares; 2024Q4: 30,061 shares; 2025Q1: 31,696 shares; 2025Q2: 31,671 shares; 2025Q3: 30,784 shares; 2025Q4: 31,617 shares; 2026Q1: 34,756 shares; 2026Q2: 35,044 shares 35,044 $4.48M 0.49% +288 Timeline VONV 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: 34,526 shares; 2024Q4: 34,500 shares; 2025Q1: 36,602 shares; 2025Q2: 36,457 shares; 2025Q3: 35,830 shares; 2025Q4: 37,793 shares; 2026Q1: 40,970 shares; 2026Q2: 41,433 shares 41,433 $4.4M 0.49% +463 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,210 shares; 2024Q4: 11,786 shares; 2025Q1: 12,245 shares; 2025Q2: 13,298 shares; 2025Q3: 13,367 shares; 2025Q4: 13,392 shares; 2026Q1: 13,240 shares; 2026Q2: 12,298 shares 12,298 $4.35M 0.48% -942 Timeline VTHR 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: 12,804 shares; 2024Q4: 12,811 shares; 2025Q1: 12,128 shares; 2025Q2: 12,549 shares; 2025Q3: 12,556 shares; 2025Q4: 12,770 shares; 2026Q1: 12,778 shares; 2026Q2: 12,784 shares 12,784 $4.24M 0.47% +6 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,787 shares; 2024Q4: 30,557 shares; 2025Q1: 33,218 shares; 2025Q2: 36,138 shares; 2025Q3: 37,683 shares; 2025Q4: 39,417 shares; 2026Q1: 45,586 shares; 2026Q2: 46,422 shares 46,422 $4.21M 0.46% +836 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,204 shares; 2025Q1: 1,340 shares; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 3,604 shares; 2026Q1: 5,771 shares; 2026Q2: 5,573 shares 5,573 $4.17M 0.46% -198 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,166 shares; 2024Q4: 9,882 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 6,374 shares; 2025Q4: 8,173 shares; 2026Q1: 9,048 shares; 2026Q2: 9,329 shares 9,329 $4.03M 0.44% +281 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,988 shares; 2025Q2: not reported; 2025Q3: 143,551 shares; 2025Q4: 145,028 shares; 2026Q1: 49,556 shares; 2026Q2: 51,572 shares 51,572 $3.89M 0.43% +2,016 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,206 shares 53,206 $3.72M 0.41% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,585 shares; 2025Q2: 46,986 shares; 2025Q3: 47,507 shares; 2025Q4: 49,164 shares; 2026Q1: 44,724 shares; 2026Q2: 46,564 shares 46,564 $3.7M 0.41% +1,840 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,030 shares; 2026Q2: 70,414 shares 70,414 $3.51M 0.39% +7,384 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: 4,718 shares; 2024Q4: 6,935 shares; 2025Q1: 9,939 shares; 2025Q2: not reported; 2025Q3: 10,462 shares; 2025Q4: 11,932 shares; 2026Q1: 17,144 shares; 2026Q2: 21,089 shares 21,089 $3.46M 0.38% +3,945 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: 1,062 shares; 2025Q1: 1,470 shares; 2025Q2: 2,655 shares; 2025Q3: 2,917 shares; 2025Q4: 3,310 shares; 2026Q1: 4,178 shares; 2026Q2: 5,018 shares 5,018 $3.29M 0.36% +840 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,117 shares 87,117 $3.25M 0.36% new 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: 15,609 shares; 2024Q4: 16,125 shares; 2025Q1: 47,992 shares; 2025Q2: not reported; 2025Q3: 48,762 shares; 2025Q4: 52,585 shares; 2026Q1: 60,574 shares; 2026Q2: 61,398 shares 61,398 $3.21M 0.35% +824 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: 32,702 shares; 2024Q4: 33,421 shares; 2025Q1: 36,156 shares; 2025Q2: not reported; 2025Q3: 40,350 shares; 2025Q4: 40,869 shares; 2026Q1: 39,525 shares; 2026Q2: 39,770 shares 39,770 $3.01M 0.33% +245 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: 21,333 shares; 2024Q4: 23,331 shares; 2025Q1: 25,981 shares; 2025Q2: not reported; 2025Q3: 27,154 shares; 2025Q4: 27,498 shares; 2026Q1: 26,885 shares; 2026Q2: 20,548 shares 20,548 $3.01M 0.33% -6,337 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: 4,555 shares; 2024Q4: 4,530 shares; 2025Q1: 4,441 shares; 2025Q2: not reported; 2025Q3: 4,606 shares; 2025Q4: 4,891 shares; 2026Q1: 5,159 shares; 2026Q2: 5,045 shares 5,045 $2.84M 0.31% -114 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 3,587 shares; 2025Q1: 29,681 shares; 2025Q2: not reported; 2025Q3: 34,369 shares; 2025Q4: 35,804 shares; 2026Q1: 37,002 shares; 2026Q2: 37,864 shares 37,864 $2.84M 0.31% +862 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,306 shares; 2026Q2: 31,445 shares 31,445 $2.79M 0.31% +1,139 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,835 shares; 2025Q1: 2,847 shares; 2025Q2: 2,847 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares; 2026Q2: 2,835 shares 2,835 $2.74M 0.3% 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: 27,797 shares; 2024Q4: 26,146 shares; 2025Q1: 25,991 shares; 2025Q2: 23,707 shares; 2025Q3: 29,000 shares; 2025Q4: 31,371 shares; 2026Q1: 31,243 shares; 2026Q2: 35,045 shares 35,045 $2.5M 0.28% +3,802 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: 16,555 shares; 2024Q4: 17,260 shares; 2025Q1: 16,815 shares; 2025Q2: not reported; 2025Q3: 16,738 shares; 2025Q4: 16,642 shares; 2026Q1: 16,724 shares; 2026Q2: 16,798 shares 16,798 $2.46M 0.27% +74 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,257 shares; 2024Q4: 16,789 shares; 2025Q1: 17,916 shares; 2025Q2: 20,167 shares; 2025Q3: 20,393 shares; 2025Q4: 21,733 shares; 2026Q1: 26,088 shares; 2026Q2: 27,439 shares 27,439 $2.35M 0.26% +1,351 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,125 shares; 2024Q4: 6,595 shares; 2025Q1: 6,408 shares; 2025Q2: 1,390 shares; 2025Q3: 6,592 shares; 2025Q4: 6,442 shares; 2026Q1: 6,082 shares; 2026Q2: 6,235 shares 6,235 $2.33M 0.26% +153 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,023 shares; 2024Q4: 120,027 shares; 2025Q1: 132,098 shares; 2025Q2: not reported; 2025Q3: 153,112 shares; 2025Q4: 131,672 shares; 2026Q1: 145,093 shares; 2026Q2: 134,000 shares 134,000 $2.24M 0.25% -11,093 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,033 shares 49,033 $2.09M 0.23% new 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: 7,926 shares; 2024Q4: 7,120 shares; 2025Q1: 6,190 shares; 2025Q2: 6,608 shares; 2025Q3: 7,244 shares; 2025Q4: 7,686 shares; 2026Q1: 7,884 shares; 2026Q2: 8,739 shares 8,739 $2.08M 0.23% +855 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,296 shares; 2024Q4: 40,564 shares; 2025Q1: 41,528 shares; 2025Q2: 17,749 shares; 2025Q3: 21,673 shares; 2025Q4: 18,418 shares; 2026Q1: 21,740 shares; 2026Q2: 22,636 shares 22,636 $2.07M 0.23% +896 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,592 shares 50,592 $2.06M 0.23% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,746 shares; 2024Q4: 17,500 shares; 2025Q1: 18,174 shares; 2025Q2: not reported; 2025Q3: 19,613 shares; 2025Q4: 19,924 shares; 2026Q1: 20,004 shares; 2026Q2: 19,306 shares 19,306 $2.01M 0.22% -698 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,827 shares; 2024Q4: 77,444 shares; 2025Q1: 79,064 shares; 2025Q2: 80,040 shares; 2025Q3: 73,953 shares; 2025Q4: 74,640 shares; 2026Q1: 74,869 shares; 2026Q2: 77,551 shares 77,551 $1.97M 0.22% +2,682 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: 6,904 shares; 2024Q4: 6,506 shares; 2025Q1: 6,974 shares; 2025Q2: not reported; 2025Q3: 5,864 shares; 2025Q4: 5,425 shares; 2026Q1: 5,742 shares; 2026Q2: 5,847 shares 5,847 $1.91M 0.21% +105 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,313 shares; 2024Q4: 20,314 shares; 2025Q1: 20,225 shares; 2025Q2: 20,447 shares; 2025Q3: 20,447 shares; 2025Q4: 20,451 shares; 2026Q1: 20,316 shares; 2026Q2: 20,317 shares 20,317 $1.84M 0.2% +1 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 4,249 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 4,249 shares; 2026Q2: 4,249 shares 4,249 $1.81M 0.2% 0 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: 7,183 shares; 2024Q4: 4,939 shares; 2025Q1: 9,784 shares; 2025Q2: not reported; 2025Q3: 23,756 shares; 2025Q4: 22,895 shares; 2026Q1: 34,931 shares; 2026Q2: 35,042 shares 35,042 $1.79M 0.2% +111 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: 2,946 shares; 2024Q4: 2,739 shares; 2025Q1: 4,183 shares; 2025Q2: 4,347 shares; 2025Q3: 3,877 shares; 2025Q4: 3,988 shares; 2026Q1: 4,034 shares; 2026Q2: 4,186 shares 4,186 $1.76M 0.19% +152 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: 1,450 shares; 2024Q4: 1,246 shares; 2025Q1: 1,279 shares; 2025Q2: not reported; 2025Q3: 1,182 shares; 2025Q4: 1,119 shares; 2026Q1: 1,118 shares; 2026Q2: 1,640 shares 1,640 $1.75M 0.19% +522 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: 6,896 shares; 2024Q4: 5,624 shares; 2025Q1: 6,844 shares; 2025Q2: 4,739 shares; 2025Q3: 7,668 shares; 2025Q4: 7,890 shares; 2026Q1: 7,944 shares; 2026Q2: 8,001 shares 8,001 $1.74M 0.19% +57 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: 8,392 shares; 2024Q4: 7,779 shares; 2025Q1: 10,970 shares; 2025Q2: 2,355 shares; 2025Q3: 13,343 shares; 2025Q4: 12,897 shares; 2026Q1: 13,412 shares; 2026Q2: 15,294 shares 15,294 $1.73M 0.19% +1,882 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,162 shares; 2024Q4: 79,639 shares; 2025Q1: 94,352 shares; 2025Q2: not reported; 2025Q3: 141,856 shares; 2025Q4: 151,386 shares; 2026Q1: 171,680 shares; 2026Q2: 158,023 shares 158,023 $1.73M 0.19% -13,657 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: 6,720 shares; 2024Q4: 5,567 shares; 2025Q1: 6,141 shares; 2025Q2: not reported; 2025Q3: 10,856 shares; 2025Q4: 9,757 shares; 2026Q1: 11,151 shares; 2026Q2: 11,443 shares 11,443 $1.7M 0.19% +292 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,146 shares; 2024Q4: 2,107 shares; 2025Q1: 3,621 shares; 2025Q2: 3,760 shares; 2025Q3: 4,441 shares; 2025Q4: 4,470 shares; 2026Q1: 4,422 shares; 2026Q2: 4,740 shares 4,740 $1.69M 0.19% +318 Timeline MLN 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: 84,105 shares; 2026Q2: 87,127 shares 87,127 $1.55M 0.17% +3,022 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,877 shares; 2024Q4: 5,997 shares; 2025Q1: 8,477 shares; 2025Q2: 11,108 shares; 2025Q3: 13,066 shares; 2025Q4: 12,501 shares; 2026Q1: 11,920 shares; 2026Q2: 12,779 shares 12,779 $1.52M 0.17% +859 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,503 shares; 2025Q2: not reported; 2025Q3: 10,919 shares; 2025Q4: 10,323 shares; 2026Q1: 14,279 shares; 2026Q2: 14,760 shares 14,760 $1.51M 0.17% +481 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,639 shares; 2025Q1: 88,926 shares; 2025Q2: 93,944 shares; 2025Q3: 94,098 shares; 2025Q4: 99,312 shares; 2026Q1: 22,612 shares; 2026Q2: 22,318 shares 22,318 $1.51M 0.17% -294 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: 16,522 shares; 2024Q4: 10,947 shares; 2025Q1: 12,559 shares; 2025Q2: not reported; 2025Q3: 12,494 shares; 2025Q4: 12,541 shares; 2026Q1: 12,575 shares; 2026Q2: 12,557 shares 12,557 $1.38M 0.15% -18 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: 7,461 shares; 2024Q4: 7,491 shares; 2025Q1: 6,729 shares; 2025Q2: not reported; 2025Q3: 10,736 shares; 2025Q4: 10,550 shares; 2026Q1: 12,522 shares; 2026Q2: 12,557 shares 12,557 $1.35M 0.15% +35 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,475 shares; 2024Q4: 8,533 shares; 2025Q1: 9,660 shares; 2025Q2: 9,890 shares; 2025Q3: 9,712 shares; 2025Q4: 9,933 shares; 2026Q1: 10,844 shares; 2026Q2: 10,998 shares 10,998 $1.34M 0.15% +154 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: 14,748 shares; 2024Q4: 19,344 shares; 2025Q1: 13,626 shares; 2025Q2: 6,040 shares; 2025Q3: 11,798 shares; 2025Q4: 11,768 shares; 2026Q1: 12,046 shares; 2026Q2: 13,459 shares 13,459 $1.33M 0.15% +1,413 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,491 shares; 2024Q4: 95,122 shares; 2025Q1: 113,205 shares; 2025Q2: 137,601 shares; 2025Q3: 145,438 shares; 2025Q4: 137,835 shares; 2026Q1: 131,124 shares; 2026Q2: 114,169 shares 114,169 $1.33M 0.15% -16,955 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: 3,352 shares; 2024Q4: 3,488 shares; 2025Q1: 3,425 shares; 2025Q2: 1,367 shares; 2025Q3: 3,385 shares; 2025Q4: 3,993 shares; 2026Q1: 3,533 shares; 2026Q2: 3,574 shares 3,574 $1.26M 0.14% +41 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: 2,536 shares; 2024Q4: 2,557 shares; 2025Q1: 2,570 shares; 2025Q2: 2,234 shares; 2025Q3: 2,526 shares; 2025Q4: 2,234 shares; 2026Q1: 2,519 shares; 2026Q2: 10,052 shares 10,052 $1.25M 0.14% +7,533 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,995 shares; 2025Q4: 191,999 shares; 2026Q1: 262,652 shares; 2026Q2: 261,160 shares 261,160 $1.2M 0.13% -1,492 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,580 shares; 2024Q4: 50,957 shares; 2025Q1: 52,587 shares; 2025Q2: 50,854 shares; 2025Q3: 49,306 shares; 2025Q4: 45,182 shares; 2026Q1: 47,815 shares; 2026Q2: 49,330 shares 49,330 $1.19M 0.13% +1,515 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,770 shares; 2026Q1: 53,885 shares; 2026Q2: 59,850 shares 59,850 $1.17M 0.13% +5,965 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 4,205 shares; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 4,149 shares; 2026Q1: 2,663 shares; 2026Q2: 2,583 shares 2,583 $1.12M 0.12% -80 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: 5,182 shares; 2024Q4: 5,187 shares; 2025Q1: 5,206 shares; 2025Q2: not reported; 2025Q3: 5,233 shares; 2025Q4: 5,170 shares; 2026Q1: 4,757 shares; 2026Q2: 5,019 shares 5,019 $1.11M 0.12% +262 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: 16,617 shares; 2024Q4: 18,545 shares; 2025Q1: 12,245 shares; 2025Q2: 12,034 shares; 2025Q3: 11,290 shares; 2025Q4: 9,371 shares; 2026Q1: 11,739 shares; 2026Q2: 12,986 shares 12,986 $1.07M 0.12% +1,247 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: 7,629 shares; 2025Q4: 6,659 shares; 2026Q1: 7,629 shares; 2026Q2: 7,661 shares 7,661 $1.07M 0.12% +32 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: 2,125 shares; 2024Q4: 2,100 shares; 2025Q1: 2,010 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,963 shares; 2026Q1: 1,831 shares; 2026Q2: 1,821 shares 1,821 $1.06M 0.12% -10 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,519 shares; 2026Q2: 8,439 shares 8,439 $1.03M 0.11% -80 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,146 shares; 2024Q4: 13,198 shares; 2025Q1: 14,267 shares; 2025Q2: 16,116 shares; 2025Q3: 24,690 shares; 2025Q4: 33,512 shares; 2026Q1: 39,272 shares; 2026Q2: 45,147 shares 45,147 $979K 0.11% +5,875 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,844 shares; 2025Q2: not reported; 2025Q3: 10,844 shares; 2025Q4: 10,951 shares; 2026Q1: 11,372 shares; 2026Q2: 11,254 shares 11,254 $962K 0.11% -118 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: 1,452 shares; 2025Q3: 1,523 shares; 2025Q4: 2,434 shares; 2026Q1: 2,895 shares; 2026Q2: 5,027 shares 5,027 $958K 0.11% +2,132 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: 1,381 shares; 2024Q4: 1,397 shares; 2025Q1: 1,264 shares; 2025Q2: 1,485 shares; 2025Q3: 1,683 shares; 2025Q4: 2,916 shares; 2026Q1: 4,158 shares; 2026Q2: 4,425 shares 4,425 $958K 0.11% +267 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: 1,438 shares; 2024Q4: 1,395 shares; 2025Q1: 1,386 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,372 shares; 2026Q1: 1,373 shares; 2026Q2: 1,360 shares 1,360 $956K 0.11% -13 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: 1,775 shares; 2024Q4: 1,980 shares; 2025Q1: 2,322 shares; 2025Q2: 2,399 shares; 2025Q3: 2,465 shares; 2025Q4: 2,467 shares; 2026Q1: 2,508 shares; 2026Q2: 2,530 shares 2,530 $932K 0.1% +22 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: 10,511 shares; 2024Q4: 10,925 shares; 2025Q1: 11,189 shares; 2025Q2: not reported; 2025Q3: 12,347 shares; 2025Q4: 11,628 shares; 2026Q1: 12,413 shares; 2026Q2: 11,943 shares 11,943 $921K 0.1% -470 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,128 shares; 2024Q4: 38,762 shares; 2025Q1: 38,692 shares; 2025Q2: not reported; 2025Q3: 39,132 shares; 2025Q4: 39,958 shares; 2026Q1: 38,156 shares; 2026Q2: 38,902 shares 38,902 $886K 0.1% +746 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,841 shares; 2024Q4: 10,380 shares; 2025Q1: 11,375 shares; 2025Q2: 11,858 shares; 2025Q3: 12,663 shares; 2025Q4: 14,102 shares; 2026Q1: 15,695 shares; 2026Q2: 16,454 shares 16,454 $852K 0.09% +759 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,346 shares; 2026Q2: 9,359 shares 9,359 $833K 0.09% +13 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: 5,951 shares; 2024Q4: 4,516 shares; 2025Q1: 4,181 shares; 2025Q2: not reported; 2025Q3: 4,098 shares; 2025Q4: 3,999 shares; 2026Q1: 3,927 shares; 2026Q2: 3,910 shares 3,910 $832K 0.09% -17 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,645 shares; 2025Q1: 20,657 shares; 2025Q2: not reported; 2025Q3: 20,681 shares; 2025Q4: 20,694 shares; 2026Q1: 20,707 shares; 2026Q2: 20,719 shares 20,719 $817K 0.09% +12 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 2,604 shares; 2025Q1: 3,118 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 2,292 shares; 2026Q1: 3,138 shares; 2026Q2: 3,163 shares 3,163 $803K 0.09% +25 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: 3,229 shares; 2026Q1: 5,765 shares; 2026Q2: 5,788 shares 5,788 $796K 0.09% +23 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,883 shares; 2024Q4: 2,803 shares; 2025Q1: 2,803 shares; 2025Q2: 2,872 shares; 2025Q3: 3,078 shares; 2025Q4: 2,872 shares; 2026Q1: 3,078 shares; 2026Q2: 3,103 shares 3,103 $754K 0.08% +25 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,320 shares 4,320 $750K 0.08% new 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: 1,506 shares; 2024Q4: 1,381 shares; 2025Q1: 1,394 shares; 2025Q2: 1,395 shares; 2025Q3: 2,168 shares; 2025Q4: 2,177 shares; 2026Q1: 2,163 shares; 2026Q2: 2,164 shares 2,164 $743K 0.08% +1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,982 shares; 2024Q4: 1,982 shares; 2025Q1: 1,723 shares; 2025Q2: 1,914 shares; 2025Q3: 1,923 shares; 2025Q4: 1,914 shares; 2026Q1: 1,954 shares; 2026Q2: 1,974 shares 1,974 $722K 0.08% +20 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: 5,291 shares; 2024Q4: 3,934 shares; 2025Q1: 4,035 shares; 2025Q2: not reported; 2025Q3: 4,448 shares; 2025Q4: 4,422 shares; 2026Q1: 4,458 shares; 2026Q2: 4,941 shares 4,941 $675K 0.07% +483 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,963 shares; 2026Q1: 18,350 shares; 2026Q2: 23,603 shares 23,603 $670K 0.07% +5,253 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,631 shares; 2024Q4: 14,696 shares; 2025Q1: 16,276 shares; 2025Q2: 11,890 shares; 2025Q3: 11,343 shares; 2025Q4: 12,809 shares; 2026Q1: 11,227 shares; 2026Q2: 11,161 shares 11,161 $644K 0.07% -66 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,492 shares; 2024Q4: 3,492 shares; 2025Q1: 3,448 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares; 2026Q2: 3,098 shares 3,098 $605K 0.07% 0 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383,833 shares; 2024Q4: 372,429 shares; 2025Q1: 391,992 shares; 2025Q2: not reported; 2025Q3: 440,010 shares; 2025Q4: 466,830 shares; 2026Q1: 14,256 shares; 2026Q2: 12,021 shares 12,021 $602K 0.07% -2,235 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,781 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,793 shares; 2025Q4: 1,726 shares; 2026Q1: 1,768 shares; 2026Q2: 1,772 shares 1,772 $599K 0.07% +4 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 910 shares; 2026Q1: 809 shares; 2026Q2: 809 shares 809 $577K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,325 shares 9,325 $563K 0.06% new 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: 300 shares; 2024Q4: 480 shares; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 382 shares; 2026Q1: 378 shares; 2026Q2: 467 shares 467 $561K 0.06% +89 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: 4,554 shares; 2024Q4: 4,649 shares; 2025Q1: 4,702 shares; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 5,394 shares; 2026Q1: 5,038 shares; 2026Q2: 10,448 shares 10,448 $560K 0.06% +5,410 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,051 shares 15,051 $554K 0.06% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 2,980 shares; 2025Q1: 2,693 shares; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 1,888 shares; 2026Q1: 1,816 shares; 2026Q2: 1,818 shares 1,818 $546K 0.06% +2 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: 5,924 shares; 2024Q4: 5,914 shares; 2025Q1: 6,644 shares; 2025Q2: 4,879 shares; 2025Q3: 6,910 shares; 2025Q4: 4,884 shares; 2026Q1: 6,658 shares; 2026Q2: 6,592 shares 6,592 $536K 0.06% -66 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: 428 shares; 2026Q1: 466 shares; 2026Q2: 470 shares 470 $532K 0.06% +4 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,531 shares; 2024Q4: 4,648 shares; 2025Q1: 3,912 shares; 2025Q2: not reported; 2025Q3: 3,441 shares; 2025Q4: 3,198 shares; 2026Q1: 2,189 shares; 2026Q2: 1,822 shares 1,822 $529K 0.06% -367 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,151 shares; 2025Q4: 1,117 shares; 2026Q1: 2,416 shares; 2026Q2: 2,265 shares 2,265 $514K 0.06% -151 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,734 shares; 2026Q1: 4,788 shares; 2026Q2: 8,593 shares 8,593 $513K 0.06% +3,805 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 3,531 shares; 2025Q3: 3,573 shares; 2025Q4: 4,174 shares; 2026Q1: 4,088 shares; 2026Q2: 5,319 shares 5,319 $513K 0.06% +1,231 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,457 shares; 2024Q4: 3,538 shares; 2025Q1: 3,960 shares; 2025Q2: not reported; 2025Q3: 3,715 shares; 2025Q4: 3,493 shares; 2026Q1: 3,587 shares; 2026Q2: 3,591 shares 3,591 $511K 0.06% +4 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 8,630 shares; 2026Q2: 8,631 shares 8,631 $509K 0.06% +1 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,649 shares; 2024Q4: 40,869 shares; 2025Q1: 36,683 shares; 2025Q2: not reported; 2025Q3: 36,578 shares; 2025Q4: 35,875 shares; 2026Q1: 36,041 shares; 2026Q2: 38,531 shares 38,531 $496K 0.05% +2,490 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,221 shares; 2024Q4: 2,577 shares; 2025Q1: 2,423 shares; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 1,912 shares; 2026Q1: 1,914 shares; 2026Q2: 2,621 shares 2,621 $485K 0.05% +707 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,257 shares; 2025Q4: 20,871 shares; 2026Q1: 19,961 shares; 2026Q2: 19,993 shares 19,993 $485K 0.05% +32 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 3,349 shares; 2025Q1: 3,356 shares; 2025Q2: not reported; 2025Q3: 3,395 shares; 2025Q4: 2,984 shares; 2026Q1: 2,978 shares; 2026Q2: 2,839 shares 2,839 $480K 0.05% -139 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,115 shares 23,115 $471K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,422 shares; 2026Q2: 9,130 shares 9,130 $442K 0.05% +708 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: 4,691 shares; 2024Q4: 3,433 shares; 2025Q1: 3,448 shares; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 3,788 shares; 2026Q1: 3,290 shares; 2026Q2: 16,122 shares 16,122 $442K 0.05% +12,832 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 599 shares; 2025Q1: 1,016 shares; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 1,155 shares; 2026Q1: 855 shares; 2026Q2: 5,126 shares 5,126 $442K 0.05% +4,271 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares; 2026Q1: 769 shares; 2026Q2: 1,062 shares 1,062 $441K 0.05% +293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,991 shares; 2024Q4: not reported; 2025Q1: 6,226 shares; 2025Q2: 5,200 shares; 2025Q3: 6,273 shares; 2025Q4: 6,364 shares; 2026Q1: 8,774 shares; 2026Q2: 8,788 shares 8,788 $438K 0.05% +14 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: 391 shares; 2025Q1: 392 shares; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 393 shares; 2026Q1: 395 shares; 2026Q2: 422 shares 422 $427K 0.05% +27 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: 322,699 shares; 2024Q4: 312,345 shares; 2025Q1: 11,022 shares; 2025Q2: not reported; 2025Q3: 7,935 shares; 2025Q4: 5,847 shares; 2026Q1: 6,875 shares; 2026Q2: 9,205 shares 9,205 $425K 0.05% +2,330 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: 1,800 shares; 2025Q1: 1,806 shares; 2025Q2: 1,858 shares; 2025Q3: 2,121 shares; 2025Q4: 2,169 shares; 2026Q1: 2,404 shares; 2026Q2: 2,612 shares 2,612 $409K 0.05% +208 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,520 shares; 2025Q1: 4,534 shares; 2025Q2: not reported; 2025Q3: 5,514 shares; 2025Q4: 5,309 shares; 2026Q1: 5,325 shares; 2026Q2: 5,542 shares 5,542 $407K 0.04% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,028 shares; 2026Q1: 5,269 shares; 2026Q2: 4,885 shares 4,885 $405K 0.04% -384 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: 2,829 shares; 2024Q4: 2,633 shares; 2025Q1: 2,643 shares; 2025Q2: 2,644 shares; 2025Q3: 2,603 shares; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares; 2026Q2: 2,591 shares 2,591 $394K 0.04% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,583 shares; 2026Q1: 8,985 shares; 2026Q2: 7,783 shares 7,783 $393K 0.04% -1,202 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: 8,058 shares; 2024Q4: 4,195 shares; 2025Q1: 4,200 shares; 2025Q2: not reported; 2025Q3: 5,965 shares; 2025Q4: 6,333 shares; 2026Q1: 5,752 shares; 2026Q2: 4,054 shares 4,054 $391K 0.04% -1,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,219 shares 1,219 $370K 0.04% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,910 shares; 2026Q1: 4,752 shares; 2026Q2: 4,989 shares 4,989 $366K 0.04% +237 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 1,973 shares; 2025Q1: 1,986 shares; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,586 shares; 2026Q1: 2,057 shares; 2026Q2: 2,283 shares 2,283 $362K 0.04% +226 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,626 shares; 2025Q1: 2,840 shares; 2025Q2: not reported; 2025Q3: 2,775 shares; 2025Q4: 2,762 shares; 2026Q1: 2,130 shares; 2026Q2: 2,125 shares 2,125 $361K 0.04% -5 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,394 shares; 2024Q4: 15,370 shares; 2025Q1: 15,925 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,670 shares; 2026Q1: 8,831 shares; 2026Q2: 9,476 shares 9,476 $360K 0.04% +645 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,343 shares; 2024Q4: 10,551 shares; 2025Q1: 9,931 shares; 2025Q2: not reported; 2025Q3: 9,231 shares; 2025Q4: 7,598 shares; 2026Q1: 7,464 shares; 2026Q2: 1,936 shares 1,936 $358K 0.04% -5,528 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: 1,891 shares; 2024Q4: 1,517 shares; 2025Q1: 1,522 shares; 2025Q2: 1,527 shares; 2025Q3: 1,533 shares; 2025Q4: 1,565 shares; 2026Q1: 1,572 shares; 2026Q2: 1,551 shares 1,551 $346K 0.04% -21 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: 1,540 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 984 shares; 2026Q1: 995 shares; 2026Q2: 982 shares 982 $337K 0.04% -13 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: not reported; 2026Q2: 2,807 shares 2,807 $336K 0.04% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,262 shares; 2025Q4: 1,055 shares; 2026Q1: 1,058 shares; 2026Q2: 1,061 shares 1,061 $334K 0.04% +3 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: 1,953 shares 1,953 $334K 0.04% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 2,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,664 shares; 2026Q1: 3,534 shares; 2026Q2: 3,390 shares 3,390 $327K 0.04% -144 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: 31,296 shares; 2024Q4: 29,829 shares; 2025Q1: 30,712 shares; 2025Q2: not reported; 2025Q3: 29,402 shares; 2025Q4: 30,678 shares; 2026Q1: 1,089 shares; 2026Q2: 888 shares 888 $325K 0.04% -201 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,501 shares; 2024Q4: 1,498 shares; 2025Q1: 1,502 shares; 2025Q2: not reported; 2025Q3: 1,509 shares; 2025Q4: 1,513 shares; 2026Q1: 1,517 shares; 2026Q2: 1,521 shares 1,521 $324K 0.04% +4 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,462 shares 19,462 $324K 0.04% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,437 shares; 2026Q1: 14,536 shares; 2026Q2: 13,678 shares 13,678 $322K 0.04% -858 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,368 shares; 2025Q1: 2,909 shares; 2025Q2: not reported; 2025Q3: 3,197 shares; 2025Q4: 2,917 shares; 2026Q1: 2,578 shares; 2026Q2: 2,907 shares 2,907 $321K 0.04% +329 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: 4,951 shares; 2024Q4: 4,668 shares; 2025Q1: 3,095 shares; 2025Q2: 2,189 shares; 2025Q3: 3,219 shares; 2025Q4: 2,189 shares; 2026Q1: 2,019 shares; 2026Q2: 2,022 shares 2,022 $319K 0.04% +3 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: 303 shares; 2024Q4: 249 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $319K 0.04% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,893 shares; 2024Q4: 21,209 shares; 2025Q1: 21,144 shares; 2025Q2: not reported; 2025Q3: 18,692 shares; 2025Q4: 16,746 shares; 2026Q1: 16,751 shares; 2026Q2: 17,215 shares 17,215 $317K 0.04% +464 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 673 shares; 2025Q1: 672 shares; 2025Q2: not reported; 2025Q3: 678 shares; 2025Q4: 691 shares; 2026Q1: 686 shares; 2026Q2: 608 shares 608 $312K 0.03% -78 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,171 shares; 2025Q4: 4,878 shares; 2026Q1: 6,381 shares; 2026Q2: 6,131 shares 6,131 $291K 0.03% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,387 shares; 2026Q2: 3,712 shares 3,712 $289K 0.03% +325 Timeline SPBO 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: 7,836 shares; 2025Q2: not reported; 2025Q3: 7,745 shares; 2025Q4: 8,736 shares; 2026Q1: 8,467 shares; 2026Q2: 9,915 shares 9,915 $288K 0.03% +1,448 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,050 shares 6,050 $288K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: not reported; 2025Q1: 3,785 shares; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 2,409 shares; 2026Q1: 2,983 shares; 2026Q2: 2,950 shares 2,950 $282K 0.03% -33 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,618 shares 13,618 $279K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 492 shares; 2025Q1: 493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 430 shares 430 $273K 0.03% +9 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 1,824 shares; 2025Q1: 1,860 shares; 2025Q2: not reported; 2025Q3: 2,143 shares; 2025Q4: 1,941 shares; 2026Q1: 1,960 shares; 2026Q2: 1,971 shares 1,971 $267K 0.03% +11 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,314 shares 14,314 $266K 0.03% new Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,393 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,739 shares 7,739 $262K 0.03% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,233 shares; 2026Q1: 7,860 shares; 2026Q2: 8,064 shares 8,064 $251K 0.03% +204 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,643 shares; 2024Q4: 10,215 shares; 2025Q1: 9,513 shares; 2025Q2: 7,956 shares; 2025Q3: 7,718 shares; 2025Q4: 7,673 shares; 2026Q1: 5,164 shares; 2026Q2: 5,016 shares 5,016 $241K 0.03% -148 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,219 shares; 2025Q4: 3,451 shares; 2026Q1: 3,252 shares; 2026Q2: 3,098 shares 3,098 $234K 0.03% -154 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,731 shares; 2024Q4: 147,080 shares; 2025Q1: 7,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,411 shares 4,411 $233K 0.03% new Timeline IGRO 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: 2,746 shares; 2026Q1: 2,655 shares; 2026Q2: 2,651 shares 2,651 $233K 0.03% -4 Timeline DIVB 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: 3,767 shares; 2026Q2: 3,767 shares 3,767 $232K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,864 shares 2,864 $231K 0.03% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,455 shares; 2024Q4: 59,740 shares; 2025Q1: 63,896 shares; 2025Q2: not reported; 2025Q3: 67,359 shares; 2025Q4: 70,818 shares; 2026Q1: 7,579 shares; 2026Q2: 5,107 shares 5,107 $230K 0.03% -2,472 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 470 shares 470 $224K 0.02% new Timeline VTWG 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: 1,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 777 shares 777 $224K 0.02% new 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: 7,695 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,252 shares; 2025Q4: 1,269 shares; 2026Q1: not reported; 2026Q2: 1,908 shares 1,908 $223K 0.02% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,776 shares 1,776 $222K 0.02% new 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: not reported; 2026Q2: 4,370 shares 4,370 $221K 0.02% new 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: not reported; 2024Q4: 760 shares; 2025Q1: 766 shares; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 734 shares; 2026Q1: 705 shares; 2026Q2: 816 shares 816 $221K 0.02% +111 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 1,775 shares 1,775 $213K 0.02% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $212K 0.02% new Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,996 shares; 2026Q2: 17,859 shares 17,859 $211K 0.02% +863 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,869 shares; 2024Q4: 8,879 shares; 2025Q1: 6,177 shares; 2025Q2: not reported; 2025Q3: 5,349 shares; 2025Q4: 5,040 shares; 2026Q1: 2,753 shares; 2026Q2: 2,308 shares 2,308 $209K 0.02% -445 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: 905 shares; 2024Q4: 909 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 1,122 shares; 2025Q4: 1,121 shares; 2026Q1: not reported; 2026Q2: 933 shares 933 $209K 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,151 shares; 2024Q4: 8,654 shares; 2025Q1: 69,645 shares; 2025Q2: not reported; 2025Q3: 75,164 shares; 2025Q4: 79,628 shares; 2026Q1: 7,403 shares; 2026Q2: 4,366 shares 4,366 $204K 0.02% -3,037 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,975 shares 2,975 $203K 0.02% new Timeline