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: 120,588 shares; 2024Q4: 131,112 shares; 2025Q1: 140,656 shares; 2025Q2: 140,070 shares; 2025Q3: 136,686 shares; 2025Q4: 137,303 shares; 2026Q1: 137,653 shares; 2026Q2: 132,736 shares 132,736 $99.2M 10.45% -4,917 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: 1,486,540 shares; 2024Q4: 1,541,272 shares; 2025Q1: 1,599,001 shares; 2025Q2: 1,596,000 shares; 2025Q3: 1,550,639 shares; 2025Q4: 1,566,681 shares; 2026Q1: 1,557,568 shares; 2026Q2: 1,309,112 shares 1,309,112 $83.9M 8.85% -248,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 699 shares; 2025Q3: 300,067 shares; 2025Q4: 298,687 shares; 2026Q1: 300,039 shares; 2026Q2: 294,421 shares 294,421 $83.4M 8.79% -5,618 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,826,292 shares; 2025Q1: 1,869,526 shares; 2025Q2: 1,901,202 shares; 2025Q3: 1,880,021 shares; 2025Q4: 1,879,250 shares; 2026Q1: 1,876,106 shares; 2026Q2: 1,628,213 shares 1,628,213 $81M 8.54% -247,893 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298,064 shares; 2024Q4: 1,325,412 shares; 2025Q1: 1,345,865 shares; 2025Q2: 1,341,584 shares; 2025Q3: 1,310,168 shares; 2025Q4: 1,329,591 shares; 2026Q1: 1,341,711 shares; 2026Q2: 1,275,782 shares 1,275,782 $80.9M 8.53% -65,929 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: not reported; 2024Q4: 659 shares; 2025Q1: 578 shares; 2025Q2: 571 shares; 2025Q3: 745 shares; 2025Q4: 842 shares; 2026Q1: 96,608 shares; 2026Q2: 100,364 shares 100,364 $75.3M 7.94% +3,756 Timeline DSPY TEMA ETF TRUST More: the full row for TEMA 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: 1,119,453 shares 1,119,453 $73M 7.7% new Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531,517 shares; 2024Q4: 1,558,636 shares; 2025Q1: 1,651,825 shares; 2025Q2: 1,679,903 shares; 2025Q3: 1,681,432 shares; 2025Q4: 1,705,087 shares; 2026Q1: 1,718,308 shares; 2026Q2: 1,732,205 shares 1,732,205 $71.5M 7.54% +13,897 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: 406,997 shares; 2024Q4: 342,125 shares; 2025Q1: 344,704 shares; 2025Q2: 345,132 shares; 2025Q3: 337,418 shares; 2025Q4: 342,244 shares; 2026Q1: 344,580 shares; 2026Q2: 321,113 shares 321,113 $69M 7.28% -23,467 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,873 shares; 2026Q2: 167,556 shares 167,556 $61.7M 6.5% +1,683 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860,740 shares; 2025Q3: 1,827,582 shares; 2025Q4: 1,806,717 shares; 2026Q1: 1,779,463 shares; 2026Q2: 1,101,014 shares 1,101,014 $55.4M 5.84% -678,449 Timeline BCEM BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,145,415 shares 1,145,415 $29.6M 3.12% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,411 shares; 2024Q4: 51,074 shares; 2025Q1: 53,230 shares; 2025Q2: 52,545 shares; 2025Q3: 52,043 shares; 2025Q4: 53,190 shares; 2026Q1: 53,009 shares; 2026Q2: 45,639 shares 45,639 $15.7M 1.65% -7,370 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: 32,809 shares; 2024Q4: 30,646 shares; 2025Q1: 29,052 shares; 2025Q2: 28,643 shares; 2025Q3: 28,484 shares; 2025Q4: 28,614 shares; 2026Q1: 29,628 shares; 2026Q2: 30,286 shares 30,286 $9.36M 0.99% +658 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023,870 shares; 2025Q3: 1,005,516 shares; 2025Q4: 992,874 shares; 2026Q1: 391,225 shares; 2026Q2: 139,261 shares 139,261 $6.95M 0.73% -251,964 Timeline BOND 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: 49,408 shares; 2024Q4: 55,039 shares; 2025Q1: 58,967 shares; 2025Q2: 58,086 shares; 2025Q3: 55,942 shares; 2025Q4: 61,232 shares; 2026Q1: 58,407 shares; 2026Q2: 59,160 shares 59,160 $5.35M 0.56% +753 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,314 shares; 2025Q1: 53,683 shares; 2025Q2: 87,613 shares; 2025Q3: 92,370 shares; 2025Q4: 72,318 shares; 2026Q1: 66,726 shares; 2026Q2: 77,396 shares 77,396 $2.76M 0.29% +10,670 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 3,395 shares; 2025Q1: 3,390 shares; 2025Q2: 3,400 shares; 2025Q3: 3,390 shares; 2025Q4: 3,059 shares; 2026Q1: 3,073 shares; 2026Q2: 3,159 shares 3,159 $2.57M 0.27% +86 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: 11,703 shares; 2024Q4: 12,032 shares; 2025Q1: 11,297 shares; 2025Q2: 11,305 shares; 2025Q3: 10,943 shares; 2025Q4: 10,804 shares; 2026Q1: 11,043 shares; 2026Q2: 10,900 shares 10,900 $2.53M 0.27% -143 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: 19,953 shares; 2024Q4: 28,124 shares; 2025Q1: 28,803 shares; 2025Q2: 28,142 shares; 2025Q3: 27,605 shares; 2025Q4: 26,783 shares; 2026Q1: 26,162 shares; 2026Q2: 25,552 shares 25,552 $2.49M 0.26% -610 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,884 shares; 2024Q4: 20,884 shares; 2025Q1: 20,884 shares; 2025Q2: 20,884 shares; 2025Q3: 20,884 shares; 2025Q4: 20,084 shares; 2026Q1: 18,364 shares; 2026Q2: 18,364 shares 18,364 $2.29M 0.24% 0 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: 3,924 shares; 2024Q4: 18,770 shares; 2025Q1: 18,665 shares; 2025Q2: 18,805 shares; 2025Q3: 18,761 shares; 2025Q4: 15,011 shares; 2026Q1: 15,323 shares; 2026Q2: 15,284 shares 15,284 $1.7M 0.18% -39 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: 7,263 shares; 2024Q4: 7,320 shares; 2025Q1: 7,051 shares; 2025Q2: 6,472 shares; 2025Q3: 6,231 shares; 2025Q4: 6,271 shares; 2026Q1: 5,758 shares; 2026Q2: 5,576 shares 5,576 $1.51M 0.16% -182 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: 13,560 shares; 2024Q4: 13,552 shares; 2025Q1: 11,464 shares; 2025Q2: 8,285 shares; 2025Q3: 7,082 shares; 2025Q4: 7,027 shares; 2026Q1: 8,157 shares; 2026Q2: 7,268 shares 7,268 $1.46M 0.15% -889 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: 3,720 shares; 2024Q4: 3,923 shares; 2025Q1: 3,926 shares; 2025Q2: 3,918 shares; 2025Q3: 3,908 shares; 2025Q4: 3,910 shares; 2026Q1: 4,032 shares; 2026Q2: 3,988 shares 3,988 $1.4M 0.15% -44 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,579 shares; 2024Q4: 12,588 shares; 2025Q1: 11,768 shares; 2025Q2: 11,618 shares; 2025Q3: 11,056 shares; 2025Q4: 10,950 shares; 2026Q1: 11,250 shares; 2026Q2: 11,425 shares 11,425 $1.39M 0.15% +175 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: not reported; 2024Q4: 4,188 shares; 2025Q1: 4,361 shares; 2025Q2: 4,101 shares; 2025Q3: 4,052 shares; 2025Q4: 4,057 shares; 2026Q1: 4,046 shares; 2026Q2: 4,006 shares 4,006 $1.17M 0.12% -40 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,034 shares; 2024Q4: 37,060 shares; 2025Q1: 37,067 shares; 2025Q2: 35,672 shares; 2025Q3: 35,659 shares; 2025Q4: 35,659 shares; 2026Q1: 24,389 shares; 2026Q2: 23,636 shares 23,636 $1.06M 0.11% -753 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,001 shares; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 845 shares; 2025Q4: 1,393 shares; 2026Q1: 2,415 shares; 2026Q2: 2,673 shares 2,673 $1.04M 0.11% +258 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: 2,284 shares; 2024Q4: 2,602 shares; 2025Q1: 1,874 shares; 2025Q2: 1,541 shares; 2025Q3: 1,938 shares; 2025Q4: 1,944 shares; 2026Q1: 1,934 shares; 2026Q2: 1,946 shares 1,946 $995K 0.1% +12 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: 2,583 shares; 2024Q4: 3,012 shares; 2025Q1: 3,208 shares; 2025Q2: 2,362 shares; 2025Q3: 2,987 shares; 2025Q4: 3,171 shares; 2026Q1: 2,854 shares; 2026Q2: 3,059 shares 3,059 $952K 0.1% +205 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,314 shares; 2025Q2: 55,554 shares; 2025Q3: 62,177 shares; 2025Q4: 47,104 shares; 2026Q1: 52,065 shares; 2026Q2: 67,577 shares 67,577 $951K 0.1% +15,512 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: 2,405 shares; 2024Q4: 2,482 shares; 2025Q1: 52,755 shares; 2025Q2: 1,554 shares; 2025Q3: 1,384 shares; 2025Q4: 1,352 shares; 2026Q1: 1,353 shares; 2026Q2: 1,354 shares 1,354 $932K 0.1% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,861 shares; 2025Q1: 14,314 shares; 2025Q2: 10,376 shares; 2025Q3: 10,307 shares; 2025Q4: 9,684 shares; 2026Q1: 9,051 shares; 2026Q2: 8,466 shares 8,466 $894K 0.09% -585 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: 1,655 shares; 2024Q4: 1,958 shares; 2025Q1: 1,711 shares; 2025Q2: 1,741 shares; 2025Q3: 1,601 shares; 2025Q4: 1,651 shares; 2026Q1: 1,664 shares; 2026Q2: 1,667 shares 1,667 $775K 0.08% +3 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: 31,339 shares; 2024Q4: 28,141 shares; 2025Q1: 42,036 shares; 2025Q2: 12,853 shares; 2025Q3: not reported; 2025Q4: 12,324 shares; 2026Q1: 12,338 shares; 2026Q2: 8,051 shares 8,051 $738K 0.08% -4,287 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: 6,044 shares; 2024Q4: 6,268 shares; 2025Q1: 6,268 shares; 2025Q2: 6,395 shares; 2025Q3: 6,228 shares; 2025Q4: 6,159 shares; 2026Q1: 6,172 shares; 2026Q2: 6,172 shares 6,172 $716K 0.08% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,357 shares; 2024Q4: 6,591 shares; 2025Q1: 6,471 shares; 2025Q2: 7,883 shares; 2025Q3: 8,044 shares; 2025Q4: 8,104 shares; 2026Q1: 8,114 shares; 2026Q2: 7,933 shares 7,933 $694K 0.07% -181 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 22,998 shares; 2025Q1: 25,398 shares; 2025Q2: 26,869 shares; 2025Q3: 21,831 shares; 2025Q4: 21,873 shares; 2026Q1: 22,077 shares; 2026Q2: 22,113 shares 22,113 $638K 0.07% +36 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,188 shares; 2024Q4: 18,188 shares; 2025Q1: 18,039 shares; 2025Q2: 18,039 shares; 2025Q3: 32,925 shares; 2025Q4: 34,225 shares; 2026Q1: 33,925 shares; 2026Q2: 33,925 shares 33,925 $638K 0.07% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,702 shares; 2025Q1: 1,719 shares; 2025Q2: 1,631 shares; 2025Q3: 1,367 shares; 2025Q4: 1,388 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $541K 0.06% 0 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 661,083 shares; 2024Q4: 685,085 shares; 2025Q1: 718,322 shares; 2025Q2: 4,995 shares; 2025Q3: 4,996 shares; 2025Q4: 4,389 shares; 2026Q1: 4,488 shares; 2026Q2: 4,489 shares 4,489 $526K 0.06% +1 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: 19,808 shares; 2024Q4: 19,808 shares; 2025Q1: 13,469 shares; 2025Q2: 10,447 shares; 2025Q3: 10,044 shares; 2025Q4: 10,044 shares; 2026Q1: 6,556 shares; 2026Q2: 6,556 shares 6,556 $525K 0.06% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,626 shares; 2024Q4: 17,239 shares; 2025Q1: 19,322 shares; 2025Q2: 20,108 shares; 2025Q3: 15,943 shares; 2025Q4: 16,006 shares; 2026Q1: 16,061 shares; 2026Q2: 16,112 shares 16,112 $499K 0.05% +51 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: 2,491 shares; 2024Q4: 2,595 shares; 2025Q1: 2,558 shares; 2025Q2: 2,580 shares; 2025Q3: 2,521 shares; 2025Q4: 2,482 shares; 2026Q1: 2,570 shares; 2026Q2: 2,522 shares 2,522 $496K 0.05% -48 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: 5,692 shares; 2024Q4: 6,023 shares; 2025Q1: 5,781 shares; 2025Q2: 5,856 shares; 2025Q3: 5,817 shares; 2025Q4: 5,789 shares; 2026Q1: 5,788 shares; 2026Q2: 5,526 shares 5,526 $484K 0.05% -262 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338,632 shares; 2024Q4: 11,711 shares; 2025Q1: 11,117 shares; 2025Q2: 6,683 shares; 2025Q3: 6,683 shares; 2025Q4: 6,683 shares; 2026Q1: 6,683 shares; 2026Q2: 6,333 shares 6,333 $451K 0.05% -350 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738,105 shares; 2024Q4: 2,831,956 shares; 2025Q1: 3,107,875 shares; 2025Q2: 17,437 shares; 2025Q3: 17,439 shares; 2025Q4: 14,609 shares; 2026Q1: 14,610 shares; 2026Q2: 14,613 shares 14,613 $438K 0.05% +3 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: 782 shares; 2024Q4: 870 shares; 2025Q1: 880 shares; 2025Q2: 827 shares; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 751 shares; 2026Q2: 751 shares 751 $418K 0.04% 0 Timeline MINT 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: not reported; 2025Q2: 848 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,022 shares; 2026Q2: 4,027 shares 4,027 $406K 0.04% +5 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: 2,695 shares; 2024Q4: 2,929 shares; 2025Q1: 2,728 shares; 2025Q2: 2,825 shares; 2025Q3: 2,789 shares; 2025Q4: 2,749 shares; 2026Q1: 2,729 shares; 2026Q2: 2,673 shares 2,673 $386K 0.04% -56 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,051 shares 8,051 $381K 0.04% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,529 shares; 2025Q2: 6,529 shares; 2025Q3: 6,529 shares; 2025Q4: 6,529 shares; 2026Q1: 6,244 shares; 2026Q2: 6,681 shares 6,681 $368K 0.04% +437 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: 4,205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,015 shares 4,015 $362K 0.04% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 1,030 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares; 2026Q2: 2,060 shares 2,060 $361K 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: 1,658 shares; 2024Q4: 1,669 shares; 2025Q1: 1,664 shares; 2025Q2: 1,618 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,667 shares 1,667 $360K 0.04% +50 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: 3,154 shares 3,154 $342K 0.04% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 13,510 shares; 2025Q1: not reported; 2025Q2: 7,622 shares; 2025Q3: 10,395 shares; 2025Q4: 10,418 shares; 2026Q1: 10,440 shares; 2026Q2: 11,443 shares 11,443 $337K 0.04% +1,003 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,146 shares; 2025Q1: 9,243 shares; 2025Q2: 9,339 shares; 2025Q3: 9,440 shares; 2025Q4: 9,539 shares; 2026Q1: 9,625 shares; 2026Q2: 9,710 shares 9,710 $312K 0.03% +85 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: 1,158 shares; 2024Q4: 1,178 shares; 2025Q1: 1,171 shares; 2025Q2: 1,193 shares; 2025Q3: 1,182 shares; 2025Q4: 1,209 shares; 2026Q1: 1,182 shares; 2026Q2: 1,136 shares 1,136 $308K 0.03% -46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,377 shares; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 846 shares 846 $302K 0.03% -165 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: 261 shares; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 261 shares; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 245 shares; 2026Q2: 256 shares 256 $294K 0.03% +11 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 944 shares 944 $282K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $272K 0.03% new Timeline SIL 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: 3,489 shares; 2025Q3: 3,495 shares; 2025Q4: 3,495 shares; 2026Q1: 3,532 shares; 2026Q2: 3,537 shares 3,537 $261K 0.03% +5 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,016 shares 4,016 $259K 0.03% new 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: not reported; 2024Q4: 4,687 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares; 2026Q2: 5,599 shares 5,599 $254K 0.03% -100 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: 2,137 shares; 2024Q4: 2,477 shares; 2025Q1: 2,727 shares; 2025Q2: 2,183 shares; 2025Q3: 2,054 shares; 2025Q4: 2,011 shares; 2026Q1: 1,905 shares; 2026Q2: 1,632 shares 1,632 $254K 0.03% -273 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: 843 shares; 2025Q1: 839 shares; 2025Q2: 886 shares; 2025Q3: 867 shares; 2025Q4: 819 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $249K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 517 shares; 2026Q2: 2,892 shares 2,892 $246K 0.03% +2,375 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,147 shares; 2025Q1: 9,419 shares; 2025Q2: 9,378 shares; 2025Q3: 7,279 shares; 2025Q4: 7,298 shares; 2026Q1: 7,304 shares; 2026Q2: 7,316 shares 7,316 $246K 0.03% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,971 shares; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 1,993 shares; 2026Q2: 1,855 shares 1,855 $242K 0.03% -138 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: 2,588 shares; 2024Q4: 2,598 shares; 2025Q1: 2,609 shares; 2025Q2: 1,526 shares; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,153 shares; 2026Q2: 1,085 shares 1,085 $239K 0.03% -68 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,070 shares; 2024Q4: 25,374 shares; 2025Q1: 25,535 shares; 2025Q2: 25,795 shares; 2025Q3: 23,533 shares; 2025Q4: 20,503 shares; 2026Q1: 20,618 shares; 2026Q2: 20,782 shares 20,782 $238K 0.03% +164 Timeline BBUS 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: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $238K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $236K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,444 shares; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,466 shares 1,466 $229K 0.02% +9 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,417 shares; 2025Q3: not reported; 2025Q4: 30,320 shares; 2026Q1: 30,320 shares; 2026Q2: 30,320 shares 30,320 $228K 0.02% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,491 shares; 2025Q3: not reported; 2025Q4: 7,191 shares; 2026Q1: 7,191 shares; 2026Q2: 7,191 shares 7,191 $220K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares; 2025Q3: 990 shares; 2025Q4: 947 shares; 2026Q1: 995 shares; 2026Q2: 868 shares 868 $218K 0.02% -127 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,475 shares; 2025Q2: 9,889 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,728 shares 7,728 $212K 0.02% 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: 4,895 shares; 2024Q4: 5,119 shares; 2025Q1: 5,015 shares; 2025Q2: 4,957 shares; 2025Q3: 4,905 shares; 2025Q4: 4,914 shares; 2026Q1: 4,922 shares; 2026Q2: 4,452 shares 4,452 $208K 0.02% -470 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,897,248 shares; 2024Q4: 1,963,530 shares; 2025Q1: 2,097,516 shares; 2025Q2: 8,277 shares; 2025Q3: 8,288 shares; 2025Q4: not reported; 2026Q1: 7,130 shares; 2026Q2: 7,142 shares 7,142 $207K 0.02% +12 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: 939 shares; 2024Q4: 987 shares; 2025Q1: 983 shares; 2025Q2: 1,009 shares; 2025Q3: 999 shares; 2025Q4: 1,000 shares; 2026Q1: 1,011 shares; 2026Q2: 917 shares 917 $205K 0.02% -94 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $203K 0.02% new Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700,360 shares; 2024Q4: 746,551 shares; 2025Q1: 778,275 shares; 2025Q2: 12,376 shares; 2025Q3: 12,376 shares; 2025Q4: 10,144 shares; 2026Q1: 10,144 shares; 2026Q2: 10,144 shares 10,144 $203K 0.02% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,868 shares; 2026Q2: 10,962 shares 10,962 $123K 0.01% +94 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; 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: 15,000 shares 15,000 $57.3K 0.01% new Timeline