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: 33,853 shares; 2024Q4: 37,393 shares; 2025Q1: 32,732 shares; 2025Q2: 25,014 shares; 2025Q3: 36,990 shares; 2025Q4: 42,893 shares; 2026Q1: 89,893 shares; 2026Q2: 199,635 shares 199,635 $139M 8.24% +109,742 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,603,382 shares 2,603,382 $125M 7.39% new 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: 62,215 shares; 2024Q4: 154,767 shares; 2025Q1: 184,005 shares; 2025Q2: 174,383 shares; 2025Q3: 210,875 shares; 2025Q4: 270,105 shares; 2026Q1: 470,220 shares; 2026Q2: 697,889 shares 697,889 $96.5M 5.72% +227,669 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: 20,411 shares; 2024Q4: 48,752 shares; 2025Q1: 70,867 shares; 2025Q2: 88,782 shares; 2025Q3: 114,533 shares; 2025Q4: 199,294 shares; 2026Q1: 260,257 shares; 2026Q2: 314,821 shares 314,821 $73.4M 4.35% +54,564 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,420,366 shares; 2026Q2: 1,902,690 shares 1,902,690 $68.3M 4.05% +482,324 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: 16,550 shares; 2024Q4: 185,215 shares; 2025Q1: 223,009 shares; 2025Q2: 283,546 shares; 2025Q3: 444,973 shares; 2025Q4: 559,341 shares; 2026Q1: 597,256 shares; 2026Q2: 798,464 shares 798,464 $54.6M 3.24% +201,208 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: 20,024 shares; 2024Q4: 24,362 shares; 2025Q1: 29,888 shares; 2025Q2: 46,888 shares; 2025Q3: 73,571 shares; 2025Q4: 85,317 shares; 2026Q1: 135,795 shares; 2026Q2: 169,599 shares 169,599 $35M 2.08% +33,804 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,641 shares; 2025Q2: 54,676 shares; 2025Q3: 979,487 shares; 2025Q4: 1,044,099 shares; 2026Q1: 943,338 shares; 2026Q2: 895,856 shares 895,856 $33.2M 1.97% -47,482 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: 18,796 shares; 2024Q4: 23,536 shares; 2025Q1: 25,100 shares; 2025Q2: 30,302 shares; 2025Q3: 55,344 shares; 2025Q4: 72,837 shares; 2026Q1: 79,095 shares; 2026Q2: 100,693 shares 100,693 $30.6M 1.81% +21,598 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015,011 shares 1,015,011 $29.3M 1.74% new 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: 133,092 shares; 2025Q3: 293,733 shares; 2025Q4: 389,258 shares; 2026Q1: 602,252 shares; 2026Q2: 626,347 shares 626,347 $26.8M 1.59% +24,095 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,212,362 shares 1,212,362 $24.9M 1.48% new 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: 73,503 shares; 2025Q4: 100,556 shares; 2026Q1: 214,036 shares; 2026Q2: 358,058 shares 358,058 $23M 1.37% +144,022 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499,229 shares 499,229 $23M 1.36% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,719 shares; 2025Q1: 38,207 shares; 2025Q2: 46,710 shares; 2025Q3: 55,100 shares; 2025Q4: 109,907 shares; 2026Q1: 166,082 shares; 2026Q2: 149,188 shares 149,188 $21.7M 1.29% -16,894 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: 19,624 shares; 2024Q4: 20,393 shares; 2025Q1: 9,210 shares; 2025Q2: 14,842 shares; 2025Q3: 32,957 shares; 2025Q4: 69,856 shares; 2026Q1: 100,580 shares; 2026Q2: 183,286 shares 183,286 $19.3M 1.15% +82,706 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: not reported; 2024Q4: 23,827 shares; 2025Q1: 48,585 shares; 2025Q2: 92,742 shares; 2025Q3: 110,814 shares; 2025Q4: 129,578 shares; 2026Q1: 143,307 shares; 2026Q2: 271,173 shares 271,173 $19.3M 1.14% +127,866 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197,135 shares; 2025Q3: 256,889 shares; 2025Q4: 328,255 shares; 2026Q1: 499,177 shares; 2026Q2: 438,771 shares 438,771 $19M 1.12% -60,406 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: 11,363 shares; 2024Q4: 14,175 shares; 2025Q1: 15,240 shares; 2025Q2: 22,912 shares; 2025Q3: 26,956 shares; 2025Q4: 30,674 shares; 2026Q1: 35,599 shares; 2026Q2: 38,756 shares 38,756 $18.9M 1.12% +3,157 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: 3,214 shares; 2026Q1: 3,169 shares; 2026Q2: 190,829 shares 190,829 $17.2M 1.02% +187,660 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: 13,026 shares; 2024Q4: 16,149 shares; 2025Q1: 19,313 shares; 2025Q2: 28,032 shares; 2025Q3: 42,134 shares; 2025Q4: 51,109 shares; 2026Q1: 55,858 shares; 2026Q2: 59,842 shares 59,842 $17M 1.01% +3,984 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: 143,689 shares; 2025Q3: 176,569 shares; 2025Q4: 212,170 shares; 2026Q1: 314,149 shares; 2026Q2: 347,658 shares 347,658 $16.6M 0.99% +33,509 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: 12,146 shares; 2025Q1: 49,260 shares; 2025Q2: 168,808 shares; 2025Q3: 215,443 shares; 2025Q4: 242,661 shares; 2026Q1: 271,250 shares; 2026Q2: 313,350 shares 313,350 $14.1M 0.84% +42,100 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676,402 shares 676,402 $13.8M 0.82% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,774 shares; 2025Q1: 9,330 shares; 2025Q2: 10,914 shares; 2025Q3: 15,977 shares; 2025Q4: 25,289 shares; 2026Q1: 27,098 shares; 2026Q2: 35,049 shares 35,049 $13.1M 0.78% +7,951 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: 91,251 shares; 2024Q4: 168,406 shares; 2025Q1: 195,032 shares; 2025Q2: 197,528 shares; 2025Q3: 261,895 shares; 2025Q4: 268,092 shares; 2026Q1: 358,863 shares; 2026Q2: 451,926 shares 451,926 $12.5M 0.74% +93,063 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: 2,954 shares; 2025Q1: 3,011 shares; 2025Q2: 3,091 shares; 2025Q3: 5,042 shares; 2025Q4: 7,517 shares; 2026Q1: 10,440 shares; 2026Q2: 15,577 shares 15,577 $11.9M 0.7% +5,137 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,215 shares; 2024Q4: 408,683 shares; 2025Q1: 475,193 shares; 2025Q2: 537,237 shares; 2025Q3: 221,935 shares; 2025Q4: 247,937 shares; 2026Q1: 261,526 shares; 2026Q2: 236,043 shares 236,043 $10.9M 0.64% -25,483 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: 9,718 shares; 2025Q1: 13,863 shares; 2025Q2: 16,331 shares; 2025Q3: 27,402 shares; 2025Q4: 22,050 shares; 2026Q1: 23,138 shares; 2026Q2: 25,720 shares 25,720 $10.1M 0.6% +2,582 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: not reported; 2024Q4: not reported; 2025Q1: 484 shares; 2025Q2: 796 shares; 2025Q3: 12,040 shares; 2025Q4: 12,952 shares; 2026Q1: 15,201 shares; 2026Q2: 12,909 shares 12,909 $9.78M 0.58% -2,292 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: 1,057 shares; 2025Q1: 987 shares; 2025Q2: 2,211 shares; 2025Q3: 16,242 shares; 2025Q4: 16,618 shares; 2026Q1: 19,260 shares; 2026Q2: 112,192 shares 112,192 $9.77M 0.58% +92,932 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: 49,460 shares; 2024Q4: 97,234 shares; 2025Q1: 126,354 shares; 2025Q2: 157,615 shares; 2025Q3: 166,064 shares; 2025Q4: 207,433 shares; 2026Q1: 240,878 shares; 2026Q2: 181,518 shares 181,518 $9.41M 0.56% -59,360 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,792 shares; 2025Q3: 105,482 shares; 2025Q4: 157,724 shares; 2026Q1: 273,585 shares; 2026Q2: 346,426 shares 346,426 $9.38M 0.56% +72,841 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: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,316 shares; 2025Q2: 7,252 shares; 2025Q3: 12,199 shares; 2025Q4: 15,659 shares; 2026Q1: 19,617 shares; 2026Q2: 24,433 shares 24,433 $9.1M 0.54% +4,816 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,030 shares; 2025Q1: 19,416 shares; 2025Q2: 35,032 shares; 2025Q3: 82,013 shares; 2025Q4: 97,745 shares; 2026Q1: 142,586 shares; 2026Q2: 231,224 shares 231,224 $7.99M 0.47% +88,638 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,569 shares; 2025Q1: 27,671 shares; 2025Q2: 65,731 shares; 2025Q3: 112,484 shares; 2025Q4: 135,249 shares; 2026Q1: 172,043 shares; 2026Q2: 177,922 shares 177,922 $7.58M 0.45% +5,879 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: 169,189 shares; 2024Q4: 58,924 shares; 2025Q1: 44,791 shares; 2025Q2: 67,338 shares; 2025Q3: 71,917 shares; 2025Q4: 109,471 shares; 2026Q1: 103,450 shares; 2026Q2: 103,030 shares 103,030 $7.43M 0.44% -420 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,034 shares; 2025Q1: 28,486 shares; 2025Q2: 53,978 shares; 2025Q3: 95,509 shares; 2025Q4: 113,984 shares; 2026Q1: 142,284 shares; 2026Q2: 149,663 shares 149,663 $7.38M 0.44% +7,379 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,460 shares; 2025Q3: 10,652 shares; 2025Q4: 10,928 shares; 2026Q1: 10,174 shares; 2026Q2: 103,495 shares 103,495 $7.35M 0.44% +93,321 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: 32,503 shares; 2025Q1: 65,544 shares; 2025Q2: 79,350 shares; 2025Q3: 130,830 shares; 2025Q4: 152,180 shares; 2026Q1: 79,455 shares; 2026Q2: 94,937 shares 94,937 $7.23M 0.43% +15,482 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,668 shares; 2025Q1: 27,610 shares; 2025Q2: 52,823 shares; 2025Q3: 89,731 shares; 2025Q4: 109,063 shares; 2026Q1: 137,141 shares; 2026Q2: 143,967 shares 143,967 $7.21M 0.43% +6,826 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,980 shares; 2025Q1: 29,382 shares; 2025Q2: 55,967 shares; 2025Q3: 95,427 shares; 2025Q4: 115,928 shares; 2026Q1: 146,583 shares; 2026Q2: 152,974 shares 152,974 $7.18M 0.43% +6,391 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,210 shares; 2025Q2: 28,056 shares; 2025Q3: 53,097 shares; 2025Q4: 63,982 shares; 2026Q1: 105,730 shares; 2026Q2: 193,349 shares 193,349 $7.01M 0.42% +87,619 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: not reported; 2024Q4: 22,367 shares; 2025Q1: 26,969 shares; 2025Q2: 25,610 shares; 2025Q3: 27,239 shares; 2025Q4: 26,395 shares; 2026Q1: 30,146 shares; 2026Q2: 71,989 shares 71,989 $7M 0.42% +41,843 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: 10,172 shares; 2025Q1: 21,369 shares; 2025Q2: 42,327 shares; 2025Q3: 65,845 shares; 2025Q4: 155,074 shares; 2026Q1: 164,300 shares; 2026Q2: 170,798 shares 170,798 $6.53M 0.39% +6,498 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: not reported; 2024Q4: 7,459 shares; 2025Q1: 7,830 shares; 2025Q2: 9,564 shares; 2025Q3: 10,338 shares; 2025Q4: 15,964 shares; 2026Q1: 16,998 shares; 2026Q2: 18,467 shares 18,467 $6.51M 0.39% +1,469 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: not reported; 2024Q4: 7,935 shares; 2025Q1: 9,808 shares; 2025Q2: 16,478 shares; 2025Q3: 36,100 shares; 2025Q4: 37,237 shares; 2026Q1: 41,544 shares; 2026Q2: 41,471 shares 41,471 $6.43M 0.38% -73 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: not reported; 2024Q4: 1,556 shares; 2025Q1: 1,813 shares; 2025Q2: 2,073 shares; 2025Q3: 6,584 shares; 2025Q4: 10,908 shares; 2026Q1: 10,291 shares; 2026Q2: 9,126 shares 9,126 $6.39M 0.38% -1,165 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 422,684 shares; 2025Q3: 262,465 shares; 2025Q4: 419,071 shares; 2026Q1: 439,207 shares; 2026Q2: 220,775 shares 220,775 $6.3M 0.37% -218,432 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: not reported; 2024Q4: 3,443 shares; 2025Q1: 4,024 shares; 2025Q2: 4,556 shares; 2025Q3: 6,058 shares; 2025Q4: 8,432 shares; 2026Q1: 9,974 shares; 2026Q2: 10,636 shares 10,636 $6.28M 0.37% +662 Timeline JAVA 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: 8,466 shares; 2025Q1: 19,536 shares; 2025Q2: 33,467 shares; 2025Q3: 40,351 shares; 2025Q4: 61,469 shares; 2026Q1: 69,375 shares; 2026Q2: 72,757 shares 72,757 $6.02M 0.36% +3,382 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: not reported; 2024Q4: 2,064 shares; 2025Q1: 3,446 shares; 2025Q2: 4,084 shares; 2025Q3: 14,333 shares; 2025Q4: 12,672 shares; 2026Q1: 17,183 shares; 2026Q2: 18,104 shares 18,104 $5.83M 0.35% +921 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,758 shares; 2025Q2: 5,956 shares; 2025Q3: 7,925 shares; 2025Q4: 21,830 shares; 2026Q1: 26,559 shares; 2026Q2: 54,459 shares 54,459 $5.77M 0.34% +27,900 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,118 shares; 2024Q4: 52,224 shares; 2025Q1: 98,096 shares; 2025Q2: 108,578 shares; 2025Q3: 109,669 shares; 2025Q4: 111,097 shares; 2026Q1: 199,215 shares; 2026Q2: 63,466 shares 63,466 $5.66M 0.34% -135,749 Timeline JGRO 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: 8,982 shares; 2025Q1: 10,424 shares; 2025Q2: 29,144 shares; 2025Q3: 34,051 shares; 2025Q4: 49,135 shares; 2026Q1: 55,940 shares; 2026Q2: 59,319 shares 59,319 $5.54M 0.33% +3,379 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,705 shares; 2025Q4: 28,029 shares; 2026Q1: 43,821 shares; 2026Q2: 66,296 shares 66,296 $5.42M 0.32% +22,475 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: 1,426 shares; 2025Q2: 3,993 shares; 2025Q3: 6,628 shares; 2025Q4: 8,111 shares; 2026Q1: 8,569 shares; 2026Q2: 10,409 shares 10,409 $5.34M 0.32% +1,840 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: not reported; 2024Q4: 3,902 shares; 2025Q1: 4,278 shares; 2025Q2: 5,048 shares; 2025Q3: 24,375 shares; 2025Q4: 25,441 shares; 2026Q1: 26,521 shares; 2026Q2: 27,379 shares 27,379 $5.29M 0.31% +858 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,609 shares; 2025Q4: 18,608 shares; 2026Q1: 18,088 shares; 2026Q2: 17,157 shares 17,157 $5.28M 0.31% -931 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: 57,937 shares; 2024Q4: 62,433 shares; 2025Q1: 68,081 shares; 2025Q2: 54,495 shares; 2025Q3: 58,829 shares; 2025Q4: 85,519 shares; 2026Q1: 101,890 shares; 2026Q2: 112,904 shares 112,904 $5.22M 0.31% +11,014 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: 10,780 shares; 2025Q2: 10,865 shares; 2025Q3: 11,397 shares; 2025Q4: 31,522 shares; 2026Q1: 38,212 shares; 2026Q2: 38,218 shares 38,218 $5.22M 0.31% +6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,701 shares; 2025Q1: 3,447 shares; 2025Q2: 3,841 shares; 2025Q3: 53,969 shares; 2025Q4: 55,083 shares; 2026Q1: 55,387 shares; 2026Q2: 57,905 shares 57,905 $5.01M 0.3% +2,518 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: 34,458 shares; 2026Q1: 52,480 shares; 2026Q2: 56,670 shares 56,670 $4.93M 0.29% +4,190 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 852 shares; 2025Q1: 966 shares; 2025Q2: 1,385 shares; 2025Q3: 1,163 shares; 2025Q4: 2,498 shares; 2026Q1: 4,336 shares; 2026Q2: 4,306 shares 4,306 $4.83M 0.29% -30 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,610 shares; 2024Q4: 64,121 shares; 2025Q1: 39,151 shares; 2025Q2: 31,441 shares; 2025Q3: 31,072 shares; 2025Q4: 41,866 shares; 2026Q1: 56,407 shares; 2026Q2: 66,725 shares 66,725 $4.67M 0.28% +10,318 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: 4,512 shares; 2025Q1: 5,231 shares; 2025Q2: 5,222 shares; 2025Q3: 7,344 shares; 2025Q4: 8,888 shares; 2026Q1: 9,779 shares; 2026Q2: 18,700 shares 18,700 $4.58M 0.27% +8,921 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,120 shares; 2025Q2: 27,049 shares; 2025Q3: 50,518 shares; 2025Q4: 123,388 shares; 2026Q1: 121,273 shares; 2026Q2: 144,388 shares 144,388 $4.35M 0.26% +23,115 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,639 shares; 2025Q1: 10,356 shares; 2025Q2: 12,496 shares; 2025Q3: 17,414 shares; 2025Q4: 40,375 shares; 2026Q1: 31,838 shares; 2026Q2: 38,824 shares 38,824 $4.3M 0.25% +6,986 Timeline FGD 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: 17,808 shares; 2024Q4: 12,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 122,204 shares 122,204 $4.22M 0.25% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186,543 shares 186,543 $4.16M 0.25% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,082 shares 34,082 $4.1M 0.24% new 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: not reported; 2024Q4: 719 shares; 2025Q1: 782 shares; 2025Q2: 1,089 shares; 2025Q3: 2,988 shares; 2025Q4: 3,053 shares; 2026Q1: 3,491 shares; 2026Q2: 4,249 shares 4,249 $4.05M 0.24% +758 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 9,295 shares; 2025Q2: 13,595 shares; 2025Q3: 16,800 shares; 2025Q4: 36,868 shares; 2026Q1: 22,212 shares; 2026Q2: 33,906 shares 33,906 $3.99M 0.24% +11,694 Timeline BRNY EA SERIES TRUST More: the full row for EA 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: 173,071 shares; 2026Q1: 126,647 shares; 2026Q2: 65,220 shares 65,220 $3.79M 0.22% -61,427 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,271 shares; 2025Q2: 22,789 shares; 2025Q3: 42,634 shares; 2025Q4: 75,800 shares; 2026Q1: 110,527 shares; 2026Q2: 134,579 shares 134,579 $3.72M 0.22% +24,052 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: 9,536 shares; 2025Q1: 16,954 shares; 2025Q2: 36,298 shares; 2025Q3: 51,084 shares; 2025Q4: 67,306 shares; 2026Q1: 87,434 shares; 2026Q2: 108,036 shares 108,036 $3.71M 0.22% +20,602 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,289 shares; 2025Q2: 51,331 shares; 2025Q3: 37,699 shares; 2025Q4: 291,939 shares; 2026Q1: 211,031 shares; 2026Q2: 60,606 shares 60,606 $3.62M 0.21% -150,425 Timeline ACYQ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179,050 shares 179,050 $3.62M 0.21% new Timeline QQA 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: 10,494 shares; 2025Q4: 23,679 shares; 2026Q1: 76,951 shares; 2026Q2: 62,790 shares 62,790 $3.47M 0.21% -14,161 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,174 shares; 2025Q1: 8,303 shares; 2025Q2: 19,354 shares; 2025Q3: 24,901 shares; 2025Q4: 59,679 shares; 2026Q1: 114,010 shares; 2026Q2: 65,841 shares 65,841 $3.41M 0.2% -48,169 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,108 shares; 2025Q1: 39,883 shares; 2025Q2: 52,055 shares; 2025Q3: 59,235 shares; 2025Q4: 75,055 shares; 2026Q1: 68,218 shares; 2026Q2: 74,154 shares 74,154 $3.39M 0.2% +5,936 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,256 shares; 2026Q2: 67,859 shares 67,859 $3.36M 0.2% +3,603 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: 12,333 shares; 2024Q4: 33,498 shares; 2025Q1: 86,282 shares; 2025Q2: 181,271 shares; 2025Q3: 263,071 shares; 2025Q4: 413,280 shares; 2026Q1: 333,512 shares; 2026Q2: 42,785 shares 42,785 $3.34M 0.2% -290,727 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,142 shares 18,142 $3.3M 0.2% new Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105,914 shares 105,914 $3.25M 0.19% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405,359 shares; 2026Q1: 101,755 shares; 2026Q2: 132,180 shares 132,180 $3.18M 0.19% +30,425 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,378 shares; 2025Q2: 36,929 shares; 2025Q3: 50,466 shares; 2025Q4: 60,151 shares; 2026Q1: 75,068 shares; 2026Q2: 54,787 shares 54,787 $2.96M 0.18% -20,281 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: not reported; 2024Q4: 3,078 shares; 2025Q1: 3,702 shares; 2025Q2: 6,369 shares; 2025Q3: 6,323 shares; 2025Q4: 7,241 shares; 2026Q1: 9,759 shares; 2026Q2: 11,592 shares 11,592 $2.95M 0.17% +1,833 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: 2,699 shares; 2025Q1: not reported; 2025Q2: 1,635 shares; 2025Q3: 3,431 shares; 2025Q4: 4,404 shares; 2026Q1: 5,456 shares; 2026Q2: 6,082 shares 6,082 $2.95M 0.17% +626 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,048 shares; 2025Q4: 6,370 shares; 2026Q1: 14,999 shares; 2026Q2: 47,921 shares 47,921 $2.87M 0.17% +32,922 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,259 shares; 2025Q1: 1,218 shares; 2025Q2: 1,197 shares; 2025Q3: 1,245 shares; 2025Q4: 1,291 shares; 2026Q1: 1,461 shares; 2026Q2: 15,100 shares 15,100 $2.76M 0.16% +13,639 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: 1,664 shares; 2025Q4: 2,356 shares; 2026Q1: 2,893 shares; 2026Q2: 3,318 shares 3,318 $2.75M 0.16% +425 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,317 shares; 2024Q4: 41,492 shares; 2025Q1: 30,713 shares; 2025Q2: 23,050 shares; 2025Q3: 25,916 shares; 2025Q4: 30,673 shares; 2026Q1: 32,834 shares; 2026Q2: 28,091 shares 28,091 $2.75M 0.16% -4,743 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,787 shares; 2025Q4: 3,316 shares; 2026Q1: 3,712 shares; 2026Q2: 5,222 shares 5,222 $2.71M 0.16% +1,510 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,301 shares 130,301 $2.68M 0.16% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,837 shares; 2024Q4: 141,099 shares; 2025Q1: 144,057 shares; 2025Q2: 243,645 shares; 2025Q3: 223,069 shares; 2025Q4: 220,476 shares; 2026Q1: 171,308 shares; 2026Q2: 32,717 shares 32,717 $2.65M 0.16% -138,591 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: 2,119 shares; 2025Q1: 2,313 shares; 2025Q2: 4,069 shares; 2025Q3: 4,281 shares; 2025Q4: 4,783 shares; 2026Q1: 5,679 shares; 2026Q2: 7,129 shares 7,129 $2.61M 0.15% +1,450 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: 12,840 shares; 2025Q3: 22,427 shares; 2025Q4: 59,906 shares; 2026Q1: 65,798 shares; 2026Q2: 67,682 shares 67,682 $2.58M 0.15% +1,884 Timeline JGLO 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: 13,239 shares; 2025Q1: 20,627 shares; 2025Q2: 28,024 shares; 2025Q3: 31,085 shares; 2025Q4: 34,327 shares; 2026Q1: 37,752 shares; 2026Q2: 33,513 shares 33,513 $2.45M 0.15% -4,239 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: not reported; 2024Q4: 2,926 shares; 2025Q1: 4,974 shares; 2025Q2: 6,068 shares; 2025Q3: 8,789 shares; 2025Q4: 17,752 shares; 2026Q1: 22,840 shares; 2026Q2: 26,160 shares 26,160 $2.43M 0.14% +3,320 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,368 shares; 2025Q1: 4,298 shares; 2025Q2: 6,279 shares; 2025Q3: 7,680 shares; 2025Q4: 11,377 shares; 2026Q1: 20,744 shares; 2026Q2: 25,463 shares 25,463 $2.42M 0.14% +4,719 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,810 shares; 2025Q2: 24,522 shares; 2025Q3: 18,953 shares; 2025Q4: 261,112 shares; 2026Q1: 163,132 shares; 2026Q2: 80,248 shares 80,248 $2.41M 0.14% -82,884 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,821 shares; 2025Q1: 6,729 shares; 2025Q2: 6,679 shares; 2025Q3: 7,258 shares; 2025Q4: 8,142 shares; 2026Q1: 8,647 shares; 2026Q2: 11,050 shares 11,050 $2.33M 0.14% +2,403 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,686 shares; 2024Q4: 23,924 shares; 2025Q1: 15,233 shares; 2025Q2: 13,903 shares; 2025Q3: 18,459 shares; 2025Q4: 28,294 shares; 2026Q1: 42,563 shares; 2026Q2: 47,766 shares 47,766 $2.29M 0.14% +5,203 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,052 shares; 2025Q2: 39,697 shares; 2025Q3: 43,942 shares; 2025Q4: 44,596 shares; 2026Q1: 45,324 shares; 2026Q2: 56,491 shares 56,491 $2.27M 0.13% +11,167 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: 27,294 shares; 2024Q4: 58,596 shares; 2025Q1: 78,861 shares; 2025Q2: 102,248 shares; 2025Q3: 117,127 shares; 2025Q4: 17,292 shares; 2026Q1: 11,108 shares; 2026Q2: 10,112 shares 10,112 $2.24M 0.13% -996 Timeline BBAG 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: 48,273 shares; 2025Q1: 54,994 shares; 2025Q2: 47,870 shares; 2025Q3: 45,250 shares; 2025Q4: 58,205 shares; 2026Q1: 57,554 shares; 2026Q2: 49,531 shares 49,531 $2.23M 0.13% -8,023 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: not reported; 2026Q2: 45,041 shares 45,041 $2.23M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,092 shares; 2025Q2: 5,140 shares; 2025Q3: 6,274 shares; 2025Q4: 7,683 shares; 2026Q1: 7,448 shares; 2026Q2: 18,488 shares 18,488 $2.21M 0.13% +11,040 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,194 shares 49,194 $2.18M 0.13% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,603 shares 18,603 $2.13M 0.13% new 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: 31,433 shares; 2024Q4: 25,120 shares; 2025Q1: 24,461 shares; 2025Q2: 26,148 shares; 2025Q3: 34,301 shares; 2025Q4: 32,148 shares; 2026Q1: 45,935 shares; 2026Q2: 41,787 shares 41,787 $2.1M 0.12% -4,148 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: 32,076 shares; 2024Q4: 77,513 shares; 2025Q1: 92,119 shares; 2025Q2: 116,312 shares; 2025Q3: 504,156 shares; 2025Q4: 601,133 shares; 2026Q1: 1,951,668 shares; 2026Q2: 93,204 shares 93,204 $2.09M 0.12% -1,858,464 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,924 shares; 2025Q3: 23,410 shares; 2025Q4: 29,311 shares; 2026Q1: 33,051 shares; 2026Q2: 24,947 shares 24,947 $2.09M 0.12% -8,104 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: 99,884 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,584 shares; 2025Q3: 11,450 shares; 2025Q4: 43,099 shares; 2026Q1: 45,216 shares; 2026Q2: 45,878 shares 45,878 $2.08M 0.12% +662 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,362 shares; 2025Q2: 20,050 shares; 2025Q3: 24,667 shares; 2025Q4: 31,462 shares; 2026Q1: 38,004 shares; 2026Q2: 49,678 shares 49,678 $2.07M 0.12% +11,674 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 2,049 shares; 2025Q4: 2,233 shares; 2026Q1: 2,306 shares; 2026Q2: 10,190 shares 10,190 $2.06M 0.12% +7,884 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,932 shares; 2025Q1: 1,770 shares; 2025Q2: 2,262 shares; 2025Q3: 2,897 shares; 2025Q4: 2,681 shares; 2026Q1: 2,885 shares; 2026Q2: 3,524 shares 3,524 $2.01M 0.12% +639 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: 2,368 shares; 2025Q1: 2,334 shares; 2025Q2: 2,591 shares; 2025Q3: 3,596 shares; 2025Q4: 4,337 shares; 2026Q1: 4,826 shares; 2026Q2: 4,843 shares 4,843 $2.01M 0.12% +17 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,392 shares; 2025Q1: 7,331 shares; 2025Q2: 7,849 shares; 2025Q3: 9,867 shares; 2025Q4: 13,067 shares; 2026Q1: 14,599 shares; 2026Q2: 17,328 shares 17,328 $2.01M 0.12% +2,729 Timeline MUNI 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: 6,800 shares; 2025Q3: 14,177 shares; 2025Q4: 21,446 shares; 2026Q1: 33,601 shares; 2026Q2: 38,048 shares 38,048 $1.96M 0.12% +4,447 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: not reported; 2024Q4: not reported; 2025Q1: 2,885 shares; 2025Q2: 5,926 shares; 2025Q3: 8,880 shares; 2025Q4: 10,773 shares; 2026Q1: 11,766 shares; 2026Q2: 19,895 shares 19,895 $1.96M 0.12% +8,129 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: not reported; 2024Q4: 2,402 shares; 2025Q1: 2,408 shares; 2025Q2: 2,761 shares; 2025Q3: 3,377 shares; 2025Q4: 4,024 shares; 2026Q1: 4,078 shares; 2026Q2: 5,602 shares 5,602 $1.9M 0.11% +1,524 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,506 shares; 2025Q1: 21,922 shares; 2025Q2: 26,383 shares; 2025Q3: 36,727 shares; 2025Q4: 46,853 shares; 2026Q1: 62,432 shares; 2026Q2: 42,317 shares 42,317 $1.9M 0.11% -20,115 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: not reported; 2024Q4: not reported; 2025Q1: 2,677 shares; 2025Q2: 2,718 shares; 2025Q3: 2,777 shares; 2025Q4: 3,002 shares; 2026Q1: 5,345 shares; 2026Q2: 5,040 shares 5,040 $1.89M 0.11% -305 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 773 shares; 2025Q4: 1,145 shares; 2026Q1: 1,329 shares; 2026Q2: 2,227 shares 2,227 $1.85M 0.11% +898 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: 46,923 shares; 2025Q3: 47,085 shares; 2025Q4: 47,281 shares; 2026Q1: 47,328 shares; 2026Q2: 50,180 shares 50,180 $1.84M 0.11% +2,852 Timeline JELH JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,376 shares 71,376 $1.81M 0.11% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 711 shares; 2025Q4: 1,144 shares; 2026Q1: 2,436 shares; 2026Q2: 15,690 shares 15,690 $1.81M 0.11% +13,254 Timeline JELM JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,080 shares 71,080 $1.8M 0.11% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,733 shares; 2025Q1: 1,716 shares; 2025Q2: 1,590 shares; 2025Q3: 2,207 shares; 2025Q4: 2,928 shares; 2026Q1: 2,982 shares; 2026Q2: 4,417 shares 4,417 $1.79M 0.11% +1,435 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: not reported; 2024Q4: 3,938 shares; 2025Q1: 5,576 shares; 2025Q2: 6,623 shares; 2025Q3: 7,694 shares; 2025Q4: 7,693 shares; 2026Q1: 10,948 shares; 2026Q2: 12,269 shares 12,269 $1.78M 0.11% +1,321 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 4,561 shares; 2025Q4: 4,513 shares; 2026Q1: 5,212 shares; 2026Q2: 4,736 shares 4,736 $1.76M 0.1% -476 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,611 shares; 2025Q1: 31,340 shares; 2025Q2: 11,669 shares; 2025Q3: 12,754 shares; 2025Q4: 19,646 shares; 2026Q1: 19,908 shares; 2026Q2: 28,037 shares 28,037 $1.75M 0.1% +8,129 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,485 shares; 2025Q1: 13,579 shares; 2025Q2: 23,096 shares; 2025Q3: 37,617 shares; 2025Q4: 43,425 shares; 2026Q1: 51,743 shares; 2026Q2: 47,445 shares 47,445 $1.73M 0.1% -4,298 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,837 shares; 2025Q4: 13,060 shares; 2026Q1: 12,078 shares; 2026Q2: 31,688 shares 31,688 $1.69M 0.1% +19,610 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: not reported; 2024Q4: 7,988 shares; 2025Q1: 8,852 shares; 2025Q2: 9,786 shares; 2025Q3: 10,355 shares; 2025Q4: 12,567 shares; 2026Q1: 13,220 shares; 2026Q2: 19,368 shares 19,368 $1.68M 0.1% +6,148 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,326 shares; 2025Q1: 2,444 shares; 2025Q2: 2,559 shares; 2025Q3: 2,933 shares; 2025Q4: 3,126 shares; 2026Q1: 3,308 shares; 2026Q2: 3,809 shares 3,809 $1.67M 0.1% +501 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,294 shares; 2025Q1: 11,013 shares; 2025Q2: 19,677 shares; 2025Q3: 33,386 shares; 2025Q4: 38,952 shares; 2026Q1: 46,722 shares; 2026Q2: 42,968 shares 42,968 $1.66M 0.1% -3,754 Timeline VEGA ADVISORSHARES TR More: the full row for ADVISORSHARES 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: 31,541 shares 31,541 $1.66M 0.1% new Timeline HIMU 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: 8,000 shares; 2025Q3: 16,226 shares; 2025Q4: 29,965 shares; 2026Q1: 23,702 shares; 2026Q2: 33,994 shares 33,994 $1.64M 0.1% +10,292 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,354 shares; 2025Q2: 21,533 shares; 2025Q3: 37,571 shares; 2025Q4: 44,103 shares; 2026Q1: 53,668 shares; 2026Q2: 48,710 shares 48,710 $1.64M 0.1% -4,958 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,385 shares; 2025Q2: 19,410 shares; 2025Q3: 33,584 shares; 2025Q4: 39,224 shares; 2026Q1: 47,385 shares; 2026Q2: 43,402 shares 43,402 $1.63M 0.1% -3,983 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,839 shares; 2025Q3: 17,435 shares; 2025Q4: 19,361 shares; 2026Q1: 28,399 shares; 2026Q2: 45,662 shares 45,662 $1.62M 0.1% +17,263 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,280 shares; 2025Q3: 12,863 shares; 2025Q4: 14,674 shares; 2026Q1: 21,520 shares; 2026Q2: 34,975 shares 34,975 $1.6M 0.09% +13,455 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,319 shares; 2025Q3: 14,041 shares; 2025Q4: 15,917 shares; 2026Q1: 23,564 shares; 2026Q2: 38,984 shares 38,984 $1.6M 0.09% +15,420 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,735 shares; 2025Q3: 2,926 shares; 2025Q4: 3,927 shares; 2026Q1: 4,295 shares; 2026Q2: 8,527 shares 8,527 $1.6M 0.09% +4,232 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: 3,816 shares; 2025Q1: 3,932 shares; 2025Q2: 3,771 shares; 2025Q3: 4,767 shares; 2025Q4: 5,835 shares; 2026Q1: 6,686 shares; 2026Q2: 12,270 shares 12,270 $1.57M 0.09% +5,584 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,054 shares; 2025Q3: 13,179 shares; 2025Q4: 15,192 shares; 2026Q1: 22,733 shares; 2026Q2: 37,611 shares 37,611 $1.57M 0.09% +14,878 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,160 shares; 2025Q4: 1,806 shares; 2026Q1: 2,030 shares; 2026Q2: 4,242 shares 4,242 $1.57M 0.09% +2,212 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,663 shares; 2026Q2: 53,817 shares 53,817 $1.54M 0.09% +39,154 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,517 shares; 2025Q3: 21,116 shares; 2025Q4: 33,432 shares; 2026Q1: 46,364 shares; 2026Q2: 34,173 shares 34,173 $1.5M 0.09% -12,191 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,519 shares; 2026Q2: 39,552 shares 39,552 $1.45M 0.09% +29,033 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: 9,294 shares; 2025Q4: 11,955 shares; 2026Q1: 26,566 shares; 2026Q2: 30,180 shares 30,180 $1.43M 0.08% +3,614 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962 shares; 2026Q1: 745 shares; 2026Q2: 2,798 shares 2,798 $1.42M 0.08% +2,053 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 409 shares; 2025Q4: 824 shares; 2026Q1: 784 shares; 2026Q2: 1,381 shares 1,381 $1.42M 0.08% +597 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,401 shares; 2026Q1: 66,908 shares; 2026Q2: 55,366 shares 55,366 $1.41M 0.08% -11,542 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,227 shares; 2025Q3: 2,363 shares; 2025Q4: 2,602 shares; 2026Q1: 2,955 shares; 2026Q2: 3,254 shares 3,254 $1.4M 0.08% +299 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,893 shares; 2025Q3: 49,699 shares; 2025Q4: 51,610 shares; 2026Q1: 49,270 shares; 2026Q2: 39,909 shares 39,909 $1.37M 0.08% -9,361 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,544 shares; 2025Q2: 14,625 shares; 2025Q3: 25,577 shares; 2025Q4: 30,103 shares; 2026Q1: 39,324 shares; 2026Q2: 37,644 shares 37,644 $1.35M 0.08% -1,680 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: not reported; 2024Q4: 3,349 shares; 2025Q1: 3,338 shares; 2025Q2: 4,810 shares; 2025Q3: 4,844 shares; 2025Q4: 5,484 shares; 2026Q1: 8,185 shares; 2026Q2: 8,896 shares 8,896 $1.35M 0.08% +711 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,046 shares; 2026Q2: 25,104 shares 25,104 $1.34M 0.08% -5,942 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 1,944 shares; 2026Q1: 2,011 shares; 2026Q2: 1,611 shares 1,611 $1.33M 0.08% -400 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,052 shares; 2024Q4: 87,157 shares; 2025Q1: 84,330 shares; 2025Q2: 107,237 shares; 2025Q3: 124,519 shares; 2025Q4: 150,999 shares; 2026Q1: 214,833 shares; 2026Q2: 14,365 shares 14,365 $1.33M 0.08% -200,468 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,634 shares; 2025Q3: 18,012 shares; 2025Q4: 18,139 shares; 2026Q1: 16,782 shares; 2026Q2: 16,073 shares 16,073 $1.33M 0.08% -709 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,793 shares; 2025Q3: 4,945 shares; 2025Q4: 8,561 shares; 2026Q1: 9,575 shares; 2026Q2: 10,576 shares 10,576 $1.33M 0.08% +1,001 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,949 shares; 2025Q2: 17,433 shares; 2025Q3: 29,956 shares; 2025Q4: 35,065 shares; 2026Q1: 45,543 shares; 2026Q2: 43,594 shares 43,594 $1.32M 0.08% -1,949 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: 2,016 shares; 2025Q2: 2,382 shares; 2025Q3: 2,608 shares; 2025Q4: 2,618 shares; 2026Q1: 2,529 shares; 2026Q2: 2,255 shares 2,255 $1.32M 0.08% -274 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: 96,829 shares; 2024Q4: 35,735 shares; 2025Q1: 20,578 shares; 2025Q2: 14,489 shares; 2025Q3: 14,047 shares; 2025Q4: 15,787 shares; 2026Q1: 16,199 shares; 2026Q2: 17,318 shares 17,318 $1.32M 0.08% +1,119 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,182 shares 25,182 $1.31M 0.08% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,743 shares; 2025Q1: 9,521 shares; 2025Q2: 9,828 shares; 2025Q3: 10,794 shares; 2025Q4: 13,137 shares; 2026Q1: 13,289 shares; 2026Q2: 18,930 shares 18,930 $1.29M 0.08% +5,641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,986 shares; 2025Q4: 2,266 shares; 2026Q1: 2,087 shares; 2026Q2: 5,311 shares 5,311 $1.28M 0.08% +3,224 Timeline KNG 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: 90,383 shares; 2025Q3: 81,071 shares; 2025Q4: 85,850 shares; 2026Q1: 107,125 shares; 2026Q2: 24,867 shares 24,867 $1.27M 0.08% -82,258 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,628 shares; 2025Q4: 4,816 shares; 2026Q1: 8,775 shares; 2026Q2: 12,166 shares 12,166 $1.26M 0.07% +3,391 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,887 shares; 2025Q3: 27,265 shares; 2025Q4: 26,972 shares; 2026Q1: 29,119 shares; 2026Q2: 30,122 shares 30,122 $1.25M 0.07% +1,003 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares; 2026Q2: 3,559 shares 3,559 $1.24M 0.07% +1,445 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,953 shares 40,953 $1.23M 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,034 shares; 2025Q3: 2,059 shares; 2025Q4: 2,774 shares; 2026Q1: 4,581 shares; 2026Q2: 7,424 shares 7,424 $1.21M 0.07% +2,843 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,839 shares; 2026Q1: 12,395 shares; 2026Q2: 6,557 shares 6,557 $1.21M 0.07% -5,838 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: not reported; 2024Q4: 1,928 shares; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,892 shares; 2025Q4: 4,442 shares; 2026Q1: 5,899 shares; 2026Q2: 7,416 shares 7,416 $1.21M 0.07% +1,517 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,371 shares; 2026Q1: 10,828 shares; 2026Q2: 13,263 shares 13,263 $1.21M 0.07% +2,435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,666 shares; 2026Q2: 13,290 shares 13,290 $1.2M 0.07% +624 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,447 shares; 2025Q4: 14,149 shares; 2026Q1: 24,859 shares; 2026Q2: 28,761 shares 28,761 $1.2M 0.07% +3,902 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: 12,660 shares; 2024Q4: 26,818 shares; 2025Q1: 32,024 shares; 2025Q2: 36,141 shares; 2025Q3: 4,266 shares; 2025Q4: 4,718 shares; 2026Q1: 3,161 shares; 2026Q2: 4,903 shares 4,903 $1.19M 0.07% +1,742 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,280 shares; 2024Q4: 79,826 shares; 2025Q1: 58,024 shares; 2025Q2: 63,797 shares; 2025Q3: 11,963 shares; 2025Q4: 12,310 shares; 2026Q1: 15,346 shares; 2026Q2: 9,557 shares 9,557 $1.17M 0.07% -5,789 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,404 shares; 2024Q4: 350,166 shares; 2025Q1: 367,874 shares; 2025Q2: 407,431 shares; 2025Q3: 785,511 shares; 2025Q4: 964,516 shares; 2026Q1: 1,164,361 shares; 2026Q2: 25,469 shares 25,469 $1.14M 0.07% -1,138,892 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: 3,584 shares; 2025Q1: 4,200 shares; 2025Q2: 3,038 shares; 2025Q3: 3,642 shares; 2025Q4: 2,212 shares; 2026Q1: 2,912 shares; 2026Q2: 3,811 shares 3,811 $1.12M 0.07% +899 Timeline XDQQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,830 shares; 2025Q3: 17,566 shares; 2025Q4: 27,700 shares; 2026Q1: 38,750 shares; 2026Q2: 28,826 shares 28,826 $1.12M 0.07% -9,924 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: 4,884 shares; 2025Q2: 8,305 shares; 2025Q3: 8,834 shares; 2025Q4: 9,772 shares; 2026Q1: 13,151 shares; 2026Q2: 22,571 shares 22,571 $1.12M 0.07% +9,420 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,376 shares; 2025Q1: 1,504 shares; 2025Q2: 1,748 shares; 2025Q3: 1,936 shares; 2025Q4: 2,416 shares; 2026Q1: 3,154 shares; 2026Q2: 3,797 shares 3,797 $1.11M 0.07% +643 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: 969 shares; 2025Q1: 1,614 shares; 2025Q2: 2,048 shares; 2025Q3: 2,947 shares; 2025Q4: 3,483 shares; 2026Q1: 3,567 shares; 2026Q2: 4,143 shares 4,143 $1.1M 0.07% +576 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,914 shares; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: not reported; 2025Q4: 1,485 shares; 2026Q1: 2,236 shares; 2026Q2: 4,084 shares 4,084 $1.1M 0.07% +1,848 Timeline DFGP 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: 7,467 shares; 2025Q2: 13,585 shares; 2025Q3: 15,452 shares; 2025Q4: 20,096 shares; 2026Q1: 23,231 shares; 2026Q2: 20,517 shares 20,517 $1.1M 0.06% -2,714 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: 7,328 shares; 2025Q1: 8,323 shares; 2025Q2: 11,454 shares; 2025Q3: 14,691 shares; 2025Q4: 17,634 shares; 2026Q1: 17,174 shares; 2026Q2: 18,460 shares 18,460 $1.09M 0.06% +1,286 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 498 shares; 2025Q4: 16,573 shares; 2026Q1: 20,301 shares; 2026Q2: 14,676 shares 14,676 $1.08M 0.06% -5,625 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: not reported; 2024Q4: 1,773 shares; 2025Q1: 5,786 shares; 2025Q2: 7,246 shares; 2025Q3: 9,336 shares; 2025Q4: 10,323 shares; 2026Q1: 10,738 shares; 2026Q2: 9,994 shares 9,994 $1.07M 0.06% -744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 4,566 shares; 2025Q4: 4,672 shares; 2026Q1: 6,022 shares; 2026Q2: 4,842 shares 4,842 $1.07M 0.06% -1,180 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,851 shares; 2025Q4: 9,140 shares; 2026Q1: 16,774 shares; 2026Q2: 20,368 shares 20,368 $1.07M 0.06% +3,594 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 886 shares; 2025Q2: 2,196 shares; 2025Q3: 2,966 shares; 2025Q4: 3,468 shares; 2026Q1: 3,733 shares; 2026Q2: 4,666 shares 4,666 $1.06M 0.06% +933 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,492 shares; 2025Q4: 628,818 shares; 2026Q1: 146,291 shares; 2026Q2: 34,576 shares 34,576 $1.05M 0.06% -111,715 Timeline SMMU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,912 shares 20,912 $1.05M 0.06% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 2,371 shares; 2026Q1: 3,417 shares; 2026Q2: 4,809 shares 4,809 $1.04M 0.06% +1,392 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: 21,726 shares; 2024Q4: 8,486 shares; 2025Q1: 4,402 shares; 2025Q2: 3,955 shares; 2025Q3: 4,432 shares; 2025Q4: 5,224 shares; 2026Q1: 5,967 shares; 2026Q2: 6,640 shares 6,640 $982K 0.06% +673 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,875 shares; 2025Q4: 46,509 shares; 2026Q1: 45,356 shares; 2026Q2: 47,967 shares 47,967 $973K 0.06% +2,611 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,319 shares; 2025Q2: 1,538 shares; 2025Q3: 2,750 shares; 2025Q4: 3,160 shares; 2026Q1: 3,353 shares; 2026Q2: 4,239 shares 4,239 $971K 0.06% +886 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,137 shares; 2025Q4: 2,299 shares; 2026Q1: 2,358 shares; 2026Q2: 2,775 shares 2,775 $966K 0.06% +417 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: 943 shares; 2025Q3: 3,927 shares; 2025Q4: 4,612 shares; 2026Q1: 3,280 shares; 2026Q2: 2,582 shares 2,582 $965K 0.06% -698 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 531 shares; 2025Q2: 524 shares; 2025Q3: 559 shares; 2025Q4: 675 shares; 2026Q1: 636 shares; 2026Q2: 847 shares 847 $954K 0.06% +211 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: not reported; 2024Q4: 1,052 shares; 2025Q1: 1,042 shares; 2025Q2: 1,191 shares; 2025Q3: 1,140 shares; 2025Q4: 1,690 shares; 2026Q1: 1,662 shares; 2026Q2: 7,891 shares 7,891 $954K 0.06% +6,229 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,638 shares; 2025Q1: 1,625 shares; 2025Q2: 1,409 shares; 2025Q3: 1,038 shares; 2025Q4: 5,117 shares; 2026Q1: 5,939 shares; 2026Q2: 2,740 shares 2,740 $951K 0.06% -3,199 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,655 shares; 2025Q1: 2,408 shares; 2025Q2: 3,672 shares; 2025Q3: 4,200 shares; 2025Q4: 4,536 shares; 2026Q1: 4,881 shares; 2026Q2: 6,702 shares 6,702 $951K 0.06% +1,821 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,709 shares; 2026Q1: 45,174 shares; 2026Q2: 44,228 shares 44,228 $936K 0.06% -946 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,485 shares; 2024Q4: 19,372 shares; 2025Q1: 20,276 shares; 2025Q2: 21,261 shares; 2025Q3: 32,631 shares; 2025Q4: 37,825 shares; 2026Q1: 37,159 shares; 2026Q2: 38,871 shares 38,871 $917K 0.05% +1,712 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,072 shares; 2025Q3: 3,958 shares; 2025Q4: 7,459 shares; 2026Q1: 9,375 shares; 2026Q2: 10,427 shares 10,427 $916K 0.05% +1,052 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: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,375 shares; 2025Q2: 3,617 shares; 2025Q3: 5,398 shares; 2025Q4: 5,358 shares; 2026Q1: 5,354 shares; 2026Q2: 6,533 shares 6,533 $912K 0.05% +1,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,702 shares; 2025Q3: 6,825 shares; 2025Q4: 7,939 shares; 2026Q1: 6,628 shares; 2026Q2: 8,140 shares 8,140 $904K 0.05% +1,512 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: not reported; 2024Q4: 12,418 shares; 2025Q1: 12,073 shares; 2025Q2: 13,618 shares; 2025Q3: 15,921 shares; 2025Q4: 12,493 shares; 2026Q1: 14,003 shares; 2026Q2: 19,066 shares 19,066 $903K 0.05% +5,063 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,667 shares; 2025Q4: 19,587 shares; 2026Q1: 11,268 shares; 2026Q2: 11,159 shares 11,159 $890K 0.05% -109 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364 shares; 2025Q4: 483 shares; 2026Q1: 521 shares; 2026Q2: 872 shares 872 $878K 0.05% +351 Timeline DFAI 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: 11,323 shares; 2025Q3: 11,383 shares; 2025Q4: 13,182 shares; 2026Q1: 11,340 shares; 2026Q2: 20,018 shares 20,018 $846K 0.05% +8,678 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 4,547 shares; 2025Q4: 4,536 shares; 2026Q1: 4,534 shares; 2026Q2: 5,358 shares 5,358 $845K 0.05% +824 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,950 shares; 2025Q3: 20,311 shares; 2025Q4: 20,088 shares; 2026Q1: 20,064 shares; 2026Q2: 20,152 shares 20,152 $831K 0.05% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 902 shares; 2026Q1: 941 shares; 2026Q2: 1,371 shares 1,371 $830K 0.05% +430 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 827 shares; 2025Q4: 1,115 shares; 2026Q1: 1,413 shares; 2026Q2: 2,169 shares 2,169 $822K 0.05% +756 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,375 shares; 2025Q4: 6,333 shares; 2026Q1: 6,633 shares; 2026Q2: 10,426 shares 10,426 $816K 0.05% +3,793 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,688 shares 8,688 $816K 0.05% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,902 shares; 2025Q4: 4,670 shares; 2026Q1: 5,436 shares; 2026Q2: 5,540 shares 5,540 $812K 0.05% +104 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,068 shares; 2025Q4: 5,456 shares; 2026Q1: 7,863 shares; 2026Q2: 13,904 shares 13,904 $811K 0.05% +6,041 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,362 shares; 2025Q1: 1,287 shares; 2025Q2: 2,556 shares; 2025Q3: 2,505 shares; 2025Q4: 2,713 shares; 2026Q1: 2,628 shares; 2026Q2: 2,724 shares 2,724 $798K 0.05% +96 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,901 shares; 2026Q1: 4,716 shares; 2026Q2: 5,438 shares 5,438 $797K 0.05% +722 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,919 shares; 2025Q4: 24,719 shares; 2026Q1: 16,864 shares; 2026Q2: 22,802 shares 22,802 $795K 0.05% +5,938 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196 shares; 2026Q1: 8,514 shares; 2026Q2: 2,811 shares 2,811 $793K 0.05% -5,703 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,061 shares; 2025Q1: 2,078 shares; 2025Q2: 2,185 shares; 2025Q3: 2,323 shares; 2025Q4: 2,385 shares; 2026Q1: 2,274 shares; 2026Q2: 2,539 shares 2,539 $783K 0.05% +265 Timeline RDVI 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: 11,714 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,609 shares 26,609 $782K 0.05% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,536 shares; 2026Q1: 22,851 shares; 2026Q2: 40,318 shares 40,318 $779K 0.05% +17,467 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 626 shares; 2025Q2: 712 shares; 2025Q3: 917 shares; 2025Q4: 884 shares; 2026Q1: 1,315 shares; 2026Q2: 1,617 shares 1,617 $777K 0.05% +302 Timeline TFLO 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: 15,379 shares 15,379 $777K 0.05% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 2,733 shares; 2025Q2: 2,179 shares; 2025Q3: 2,384 shares; 2025Q4: 2,580 shares; 2026Q1: 2,551 shares; 2026Q2: 2,790 shares 2,790 $775K 0.05% +239 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,101 shares; 2025Q1: 4,104 shares; 2025Q2: 4,106 shares; 2025Q3: 4,106 shares; 2025Q4: 3,653 shares; 2026Q1: 3,263 shares; 2026Q2: 2,921 shares 2,921 $766K 0.05% -342 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: 1,689 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,339 shares 9,339 $764K 0.05% new Timeline IMCB 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: 7,632 shares; 2025Q3: 7,632 shares; 2025Q4: 8,004 shares; 2026Q1: 7,632 shares; 2026Q2: 7,632 shares 7,632 $747K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,734 shares; 2025Q2: 3,911 shares; 2025Q3: 14,121 shares; 2025Q4: 15,204 shares; 2026Q1: 11,691 shares; 2026Q2: 11,957 shares 11,957 $746K 0.04% +266 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,104 shares; 2026Q1: 3,672 shares; 2026Q2: 5,508 shares 5,508 $736K 0.04% +1,836 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 16,530 shares; 2026Q2: 13,278 shares 13,278 $729K 0.04% -3,252 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,876 shares; 2025Q1: 7,117 shares; 2025Q2: 12,549 shares; 2025Q3: 31,874 shares; 2025Q4: 26,208 shares; 2026Q1: 28,257 shares; 2026Q2: 12,683 shares 12,683 $727K 0.04% -15,574 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,720 shares; 2025Q1: 2,686 shares; 2025Q2: 2,883 shares; 2025Q3: 3,211 shares; 2025Q4: 3,991 shares; 2026Q1: 4,109 shares; 2026Q2: 5,304 shares 5,304 $714K 0.04% +1,195 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,733 shares; 2025Q4: 4,570 shares; 2026Q1: 3,883 shares; 2026Q2: 5,984 shares 5,984 $713K 0.04% +2,101 Timeline SCNM STERLING CAP FDS More: the full row for STERLING CAP FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,043 shares; 2026Q2: 28,700 shares 28,700 $709K 0.04% -8,343 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,385 shares; 2025Q3: 2,776 shares; 2025Q4: 3,183 shares; 2026Q1: 3,699 shares; 2026Q2: 4,818 shares 4,818 $705K 0.04% +1,119 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,939 shares; 2026Q1: 6,226 shares; 2026Q2: 7,992 shares 7,992 $697K 0.04% +1,766 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,227 shares; 2026Q1: 14,191 shares; 2026Q2: 6,548 shares 6,548 $693K 0.04% -7,643 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 832 shares 832 $691K 0.04% new Timeline DFAU 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: 11,262 shares; 2025Q3: 11,981 shares; 2025Q4: 17,710 shares; 2026Q1: 15,791 shares; 2026Q2: 13,106 shares 13,106 $688K 0.04% -2,685 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,405 shares; 2026Q2: 26,274 shares 26,274 $684K 0.04% -11,131 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,132 shares; 2025Q2: 2,099 shares; 2025Q3: 2,235 shares; 2025Q4: 2,370 shares; 2026Q1: 2,466 shares; 2026Q2: 2,935 shares 2,935 $684K 0.04% +469 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,880 shares; 2025Q1: 6,208 shares; 2025Q2: 9,171 shares; 2025Q3: 8,083 shares; 2025Q4: 11,261 shares; 2026Q1: 12,058 shares; 2026Q2: 12,755 shares 12,755 $671K 0.04% +697 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares; 2026Q2: 407 shares 407 $668K 0.04% +169 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,840 shares; 2026Q1: 45,875 shares; 2026Q2: 46,297 shares 46,297 $668K 0.04% +422 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 478 shares; 2025Q1: 529 shares; 2025Q2: 699 shares; 2025Q3: 749 shares; 2025Q4: 3,937 shares; 2026Q1: 5,128 shares; 2026Q2: 5,849 shares 5,849 $668K 0.04% +721 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 11,225 shares; 2025Q4: 13,520 shares; 2026Q1: 13,484 shares; 2026Q2: 15,266 shares 15,266 $660K 0.04% +1,782 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: 4,877 shares; 2025Q4: 6,029 shares; 2026Q1: 6,752 shares; 2026Q2: 10,304 shares 10,304 $659K 0.04% +3,552 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,016 shares; 2026Q1: 4,324 shares; 2026Q2: 6,477 shares 6,477 $652K 0.04% +2,153 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $651K 0.04% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,598 shares; 2025Q3: 9,051 shares; 2025Q4: 9,429 shares; 2026Q1: 11,157 shares; 2026Q2: 15,274 shares 15,274 $651K 0.04% +4,117 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: 1,037 shares; 2025Q3: 3,018 shares; 2025Q4: 2,848 shares; 2026Q1: 2,541 shares; 2026Q2: 3,649 shares 3,649 $650K 0.04% +1,108 Timeline UDIV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,657 shares 10,657 $648K 0.04% new Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,588 shares; 2026Q1: 5,290 shares; 2026Q2: 5,158 shares 5,158 $648K 0.04% -132 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,675 shares; 2025Q3: 9,501 shares; 2025Q4: 11,707 shares; 2026Q1: 13,632 shares; 2026Q2: 18,489 shares 18,489 $640K 0.04% +4,857 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: not reported; 2024Q4: not reported; 2025Q1: 2,764 shares; 2025Q2: 2,664 shares; 2025Q3: 2,585 shares; 2025Q4: 3,959 shares; 2026Q1: 2,826 shares; 2026Q2: 2,945 shares 2,945 $639K 0.04% +119 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,981 shares; 2025Q4: 22,446 shares; 2026Q1: 23,659 shares; 2026Q2: 17,603 shares 17,603 $637K 0.04% -6,056 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,201 shares; 2026Q1: 1,893 shares; 2026Q2: 3,586 shares 3,586 $635K 0.04% +1,693 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,629 shares; 2025Q2: 103,737 shares; 2025Q3: 124,995 shares; 2025Q4: 111,009 shares; 2026Q1: 148,453 shares; 2026Q2: 6,488 shares 6,488 $626K 0.04% -141,965 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,847 shares; 2025Q3: 2,309 shares; 2025Q4: 3,501 shares; 2026Q1: 3,712 shares; 2026Q2: 4,715 shares 4,715 $618K 0.04% +1,003 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: 4,294 shares; 2025Q3: 4,354 shares; 2025Q4: 4,334 shares; 2026Q1: 6,361 shares; 2026Q2: 6,603 shares 6,603 $618K 0.04% +242 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 609 shares; 2025Q4: 1,123 shares; 2026Q1: 1,136 shares; 2026Q2: 1,776 shares 1,776 $612K 0.04% +640 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,993 shares; 2026Q1: 2,464 shares; 2026Q2: 4,245 shares 4,245 $612K 0.04% +1,781 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,785 shares; 2025Q1: 17,663 shares; 2025Q2: 22,340 shares; 2025Q3: 19,187 shares; 2025Q4: 18,537 shares; 2026Q1: 22,856 shares; 2026Q2: 20,454 shares 20,454 $611K 0.04% -2,402 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,817 shares; 2026Q1: 2,622 shares; 2026Q2: 3,846 shares 3,846 $606K 0.04% +1,224 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,632 shares; 2025Q2: 2,091 shares; 2025Q3: 2,297 shares; 2025Q4: 2,517 shares; 2026Q1: 2,433 shares; 2026Q2: 2,846 shares 2,846 $603K 0.04% +413 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 1,252 shares; 2026Q1: 1,036 shares; 2026Q2: 1,450 shares 1,450 $601K 0.04% +414 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,096 shares; 2025Q4: 41,753 shares; 2026Q1: 17,142 shares; 2026Q2: 17,714 shares 17,714 $594K 0.04% +572 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,020 shares 3,020 $585K 0.03% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,517 shares; 2026Q1: not reported; 2026Q2: 3,552 shares 3,552 $582K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,937 shares; 2025Q4: 2,200 shares; 2026Q1: 1,923 shares; 2026Q2: 1,927 shares 1,927 $571K 0.03% +4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,220 shares; 2025Q3: 5,667 shares; 2025Q4: 5,475 shares; 2026Q1: 5,499 shares; 2026Q2: 5,168 shares 5,168 $558K 0.03% -331 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 2,225 shares; 2025Q4: 3,232 shares; 2026Q1: 3,148 shares; 2026Q2: 5,568 shares 5,568 $546K 0.03% +2,420 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,159 shares; 2026Q1: 1,269 shares; 2026Q2: 1,684 shares 1,684 $546K 0.03% +415 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 19,937 shares; 2026Q2: 19,379 shares 19,379 $540K 0.03% -558 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 5,489 shares; 2026Q1: 5,782 shares; 2026Q2: 2,036 shares 2,036 $539K 0.03% -3,746 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,023 shares; 2026Q2: 6,457 shares 6,457 $537K 0.03% +5,434 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: 907 shares; 2025Q3: 1,309 shares; 2025Q4: 2,616 shares; 2026Q1: 1,273 shares; 2026Q2: 1,790 shares 1,790 $536K 0.03% +517 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,811 shares 10,811 $536K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 974 shares; 2026Q1: 1,061 shares; 2026Q2: 398 shares 398 $535K 0.03% -663 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,645 shares; 2025Q4: 2,149 shares; 2026Q1: 2,084 shares; 2026Q2: 2,084 shares 2,084 $530K 0.03% 0 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: 6,006 shares; 2026Q1: 7,860 shares; 2026Q2: 10,576 shares 10,576 $527K 0.03% +2,716 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: 9,790 shares; 2025Q3: 10,261 shares; 2025Q4: 10,823 shares; 2026Q1: 10,960 shares; 2026Q2: 13,057 shares 13,057 $525K 0.03% +2,097 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 5,228 shares; 2026Q1: 5,546 shares; 2026Q2: 1,759 shares 1,759 $524K 0.03% -3,787 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,671 shares; 2025Q2: 1,553 shares; 2025Q3: 1,590 shares; 2025Q4: 1,570 shares; 2026Q1: 1,816 shares; 2026Q2: 2,217 shares 2,217 $522K 0.03% +401 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,220 shares; 2026Q2: 1,436 shares 1,436 $520K 0.03% +216 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,311 shares; 2025Q3: 1,400 shares; 2025Q4: 1,556 shares; 2026Q1: 1,690 shares; 2026Q2: 2,223 shares 2,223 $519K 0.03% +533 Timeline IWN 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: 2,515 shares; 2025Q1: 2,640 shares; 2025Q2: 2,204 shares; 2025Q3: 2,320 shares; 2025Q4: 2,300 shares; 2026Q1: 2,412 shares; 2026Q2: 2,273 shares 2,273 $510K 0.03% -139 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,372 shares; 2025Q1: 6,111 shares; 2025Q2: 6,067 shares; 2025Q3: 5,012 shares; 2025Q4: 5,732 shares; 2026Q1: 8,155 shares; 2026Q2: 8,247 shares 8,247 $510K 0.03% +92 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: 5,160 shares; 2025Q1: 7,957 shares; 2025Q2: 9,943 shares; 2025Q3: 9,503 shares; 2025Q4: 9,220 shares; 2026Q1: 8,153 shares; 2026Q2: 7,095 shares 7,095 $508K 0.03% -1,058 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: 47,143 shares; 2024Q4: 32,601 shares; 2025Q1: 24,688 shares; 2025Q2: 20,452 shares; 2025Q3: 22,287 shares; 2025Q4: 20,428 shares; 2026Q1: 20,401 shares; 2026Q2: 20,242 shares 20,242 $507K 0.03% -159 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,577 shares; 2026Q2: 1,650 shares 1,650 $507K 0.03% +73 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,030 shares; 2025Q2: 5,686 shares; 2025Q3: 6,549 shares; 2025Q4: 7,071 shares; 2026Q1: 7,980 shares; 2026Q2: 7,289 shares 7,289 $501K 0.03% -691 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH 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: 16,614 shares 16,614 $495K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: not reported; 2026Q2: 1,962 shares 1,962 $494K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 467 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 564 shares; 2026Q2: 1,315 shares 1,315 $494K 0.03% +751 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 7,787 shares; 2025Q3: 10,983 shares; 2025Q4: 15,936 shares; 2026Q1: 30,888 shares; 2026Q2: 9,193 shares 9,193 $491K 0.03% -21,695 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,143 shares; 2026Q2: 8,167 shares 8,167 $487K 0.03% -2,976 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 3,627 shares; 2026Q1: 3,524 shares; 2026Q2: 4,701 shares 4,701 $486K 0.03% +1,177 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,405 shares 21,405 $485K 0.03% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,462 shares; 2025Q3: 1,462 shares; 2025Q4: 1,774 shares; 2026Q1: 1,351 shares; 2026Q2: 1,412 shares 1,412 $483K 0.03% +61 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,773 shares; 2025Q1: 3,135 shares; 2025Q2: 2,773 shares; 2025Q3: 3,401 shares; 2025Q4: 4,477 shares; 2026Q1: 3,989 shares; 2026Q2: 5,553 shares 5,553 $481K 0.03% +1,564 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares; 2026Q1: 5,595 shares; 2026Q2: 7,310 shares 7,310 $479K 0.03% +1,715 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,648 shares; 2025Q2: 5,677 shares; 2025Q3: 5,778 shares; 2025Q4: 5,807 shares; 2026Q1: 5,795 shares; 2026Q2: 5,971 shares 5,971 $479K 0.03% +176 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,358 shares; 2025Q1: 8,485 shares; 2025Q2: 9,904 shares; 2025Q3: 10,909 shares; 2025Q4: 11,566 shares; 2026Q1: 10,379 shares; 2026Q2: 5,144 shares 5,144 $478K 0.03% -5,235 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,580 shares; 2025Q1: 4,630 shares; 2025Q2: 5,207 shares; 2025Q3: 5,528 shares; 2025Q4: 5,563 shares; 2026Q1: 5,668 shares; 2026Q2: 6,230 shares 6,230 $477K 0.03% +562 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares; 2025Q4: 3,018 shares; 2026Q1: 2,477 shares; 2026Q2: 2,315 shares 2,315 $477K 0.03% -162 Timeline DFGR 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: 8,622 shares; 2025Q4: 10,962 shares; 2026Q1: 12,526 shares; 2026Q2: 16,030 shares 16,030 $477K 0.03% +3,504 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,249 shares; 2026Q2: 8,860 shares 8,860 $476K 0.03% -3,389 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,986 shares; 2025Q4: 16,266 shares; 2026Q1: 16,879 shares; 2026Q2: 17,671 shares 17,671 $476K 0.03% +792 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,550 shares; 2026Q2: 8,815 shares 8,815 $475K 0.03% -3,735 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,764 shares; 2025Q3: 20,080 shares; 2025Q4: 20,466 shares; 2026Q1: 14,138 shares; 2026Q2: 18,923 shares 18,923 $474K 0.03% +4,785 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,972 shares; 2026Q2: 4,223 shares 4,223 $470K 0.03% -9,749 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 7,907 shares; 2026Q1: 8,159 shares; 2026Q2: 8,585 shares 8,585 $462K 0.03% +426 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 2,599 shares; 2026Q2: 3,094 shares 3,094 $462K 0.03% +495 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,706 shares; 2024Q4: 12,037 shares; 2025Q1: 14,676 shares; 2025Q2: 14,171 shares; 2025Q3: 9,708 shares; 2025Q4: 10,590 shares; 2026Q1: 10,590 shares; 2026Q2: 10,605 shares 10,605 $462K 0.03% +15 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 10,571 shares; 2025Q4: 7,854 shares; 2026Q1: 7,248 shares; 2026Q2: 7,150 shares 7,150 $460K 0.03% -98 Timeline GLOF 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: 4,441 shares; 2025Q4: 4,423 shares; 2026Q1: 7,337 shares; 2026Q2: 7,661 shares 7,661 $458K 0.03% +324 Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,995 shares; 2025Q4: 63,571 shares; 2026Q1: 181,233 shares; 2026Q2: 14,894 shares 14,894 $457K 0.03% -166,339 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 313 shares; 2025Q2: 5,040 shares; 2025Q3: 5,023 shares; 2025Q4: 4,261 shares; 2026Q1: 4,880 shares; 2026Q2: 5,082 shares 5,082 $456K 0.03% +202 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 863 shares 863 $455K 0.03% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,171 shares; 2025Q2: 1,169 shares; 2025Q3: 1,263 shares; 2025Q4: 1,201 shares; 2026Q1: 1,335 shares; 2026Q2: 1,202 shares 1,202 $455K 0.03% -133 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES 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: 6,361 shares; 2025Q4: 5,809 shares; 2026Q1: 5,025 shares; 2026Q2: 8,662 shares 8,662 $454K 0.03% +3,637 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,447 shares; 2025Q3: 6,442 shares; 2025Q4: 6,366 shares; 2026Q1: 8,057 shares; 2026Q2: 7,688 shares 7,688 $449K 0.03% -369 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,103 shares; 2025Q1: 2,431 shares; 2025Q2: 2,190 shares; 2025Q3: 2,848 shares; 2025Q4: 3,354 shares; 2026Q1: 3,090 shares; 2026Q2: 3,610 shares 3,610 $449K 0.03% +520 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,366 shares; 2024Q4: 36,061 shares; 2025Q1: 17,511 shares; 2025Q2: 12,128 shares; 2025Q3: 10,137 shares; 2025Q4: 10,106 shares; 2026Q1: 9,470 shares; 2026Q2: 8,880 shares 8,880 $447K 0.03% -590 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD 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: 4,423 shares; 2026Q1: 5,365 shares; 2026Q2: 7,802 shares 7,802 $444K 0.03% +2,437 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares; 2026Q1: not reported; 2026Q2: 2,034 shares 2,034 $443K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares; 2026Q2: 680 shares 680 $441K 0.03% +283 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: not reported; 2026Q2: 6,938 shares 6,938 $440K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,253 shares; 2025Q1: 1,285 shares; 2025Q2: 1,290 shares; 2025Q3: 1,368 shares; 2025Q4: 1,454 shares; 2026Q1: 1,653 shares; 2026Q2: 1,650 shares 1,650 $439K 0.03% -3 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 2,188 shares; 2025Q3: 2,370 shares; 2025Q4: 2,493 shares; 2026Q1: 2,741 shares; 2026Q2: 2,358 shares 2,358 $438K 0.03% -383 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares; 2026Q2: 1,426 shares 1,426 $438K 0.03% +464 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 9,975 shares; 2026Q1: 9,448 shares; 2026Q2: 8,327 shares 8,327 $437K 0.03% -1,121 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 5,440 shares; 2026Q1: 5,439 shares; 2026Q2: 8,024 shares 8,024 $434K 0.03% +2,585 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 11,238 shares; 2026Q2: 11,105 shares 11,105 $434K 0.03% -133 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 433 shares 433 $432K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 741 shares; 2025Q3: 758 shares; 2025Q4: 1,216 shares; 2026Q1: 1,359 shares; 2026Q2: 1,587 shares 1,587 $428K 0.03% +228 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,194 shares; 2026Q2: 2,531 shares 2,531 $427K 0.03% -2,663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 5,790 shares; 2026Q2: 3,550 shares 3,550 $425K 0.03% -2,240 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,602 shares; 2026Q2: 1,873 shares 1,873 $424K 0.03% +271 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: not reported; 2024Q4: 1,689 shares; 2025Q1: 1,715 shares; 2025Q2: 1,667 shares; 2025Q3: 1,324 shares; 2025Q4: 1,186 shares; 2026Q1: 1,438 shares; 2026Q2: 2,278 shares 2,278 $424K 0.03% +840 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 723 shares; 2025Q2: 869 shares; 2025Q3: 693 shares; 2025Q4: 582 shares; 2026Q1: 600 shares; 2026Q2: 744 shares 744 $422K 0.03% +144 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: not reported; 2026Q1: not reported; 2026Q2: 4,600 shares 4,600 $422K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 436 shares; 2026Q2: 730 shares 730 $419K 0.02% +294 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,970 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,118 shares 5,118 $418K 0.02% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 2,891 shares; 2025Q4: 2,925 shares; 2026Q1: 2,925 shares; 2026Q2: 3,676 shares 3,676 $417K 0.02% +751 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,797 shares; 2025Q4: 15,376 shares; 2026Q1: 17,851 shares; 2026Q2: 16,398 shares 16,398 $417K 0.02% -1,453 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 759 shares; 2025Q2: 884 shares; 2025Q3: 832 shares; 2025Q4: 767 shares; 2026Q1: 878 shares; 2026Q2: 1,301 shares 1,301 $414K 0.02% +423 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,633 shares 2,633 $411K 0.02% new Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,044 shares; 2025Q3: 6,064 shares; 2025Q4: 9,964 shares; 2026Q1: 10,247 shares; 2026Q2: 10,309 shares 10,309 $411K 0.02% +62 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,275 shares; 2026Q1: 1,284 shares; 2026Q2: 1,562 shares 1,562 $410K 0.02% +278 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,070 shares; 2026Q2: 8,140 shares 8,140 $410K 0.02% -15,930 Timeline YFYA LISTED FDS TR More: the full row for LISTED FDS 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: 67,855 shares; 2026Q1: 57,678 shares; 2026Q2: 41,830 shares 41,830 $408K 0.02% -15,848 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,214 shares; 2024Q4: 22,188 shares; 2025Q1: 9,747 shares; 2025Q2: 6,289 shares; 2025Q3: 7,384 shares; 2025Q4: 5,587 shares; 2026Q1: 5,475 shares; 2026Q2: 5,263 shares 5,263 $407K 0.02% -212 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $406K 0.02% new Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,823 shares; 2024Q4: 8,507 shares; 2025Q1: 9,114 shares; 2025Q2: not reported; 2025Q3: 37,708 shares; 2025Q4: 23,592 shares; 2026Q1: 16,062 shares; 2026Q2: 14,543 shares 14,543 $403K 0.02% -1,519 Timeline CLSM EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,702 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,709 shares; 2025Q4: 24,272 shares; 2026Q1: 15,586 shares; 2026Q2: 15,051 shares 15,051 $401K 0.02% -535 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,613 shares 1,613 $398K 0.02% new Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,187 shares 17,187 $398K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,140 shares; 2025Q1: 2,151 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 1,988 shares; 2026Q1: 2,002 shares; 2026Q2: 3,329 shares 3,329 $395K 0.02% +1,327 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,272 shares; 2026Q1: 27,272 shares; 2026Q2: 28,008 shares 28,008 $395K 0.02% +736 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 1,164 shares; 2025Q4: 1,219 shares; 2026Q1: 1,328 shares; 2026Q2: 1,576 shares 1,576 $394K 0.02% +248 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 3,890 shares; 2025Q4: 7,523 shares; 2026Q1: 9,505 shares; 2026Q2: 8,883 shares 8,883 $394K 0.02% -622 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,761 shares; 2026Q1: 4,448 shares; 2026Q2: 4,329 shares 4,329 $393K 0.02% -119 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,169 shares; 2025Q4: 17,993 shares; 2026Q1: 10,275 shares; 2026Q2: 12,558 shares 12,558 $393K 0.02% +2,283 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,077 shares; 2025Q1: 9,077 shares; 2025Q2: 9,077 shares; 2025Q3: 9,956 shares; 2025Q4: 9,953 shares; 2026Q1: 6,922 shares; 2026Q2: 8,434 shares 8,434 $393K 0.02% +1,512 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 5,418 shares; 2026Q1: 5,825 shares; 2026Q2: 1,983 shares 1,983 $391K 0.02% -3,842 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,903 shares; 2025Q1: 2,153 shares; 2025Q2: 2,851 shares; 2025Q3: 2,906 shares; 2025Q4: 2,225 shares; 2026Q1: 2,546 shares; 2026Q2: 2,781 shares 2,781 $389K 0.02% +235 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,102 shares; 2026Q1: 3,561 shares; 2026Q2: 3,671 shares 3,671 $387K 0.02% +110 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 165 shares; 2025Q4: 168 shares; 2026Q1: 167 shares; 2026Q2: 203 shares 203 $386K 0.02% +36 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: 594 shares; 2026Q1: 875 shares; 2026Q2: 881 shares 881 $385K 0.02% +6 Timeline EUFN 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: 8,994 shares 8,994 $379K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,332 shares; 2025Q1: 4,230 shares; 2025Q2: 4,389 shares; 2025Q3: 4,415 shares; 2025Q4: 4,599 shares; 2026Q1: 4,449 shares; 2026Q2: 4,537 shares 4,537 $378K 0.02% +88 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 1,956 shares 1,956 $377K 0.02% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,213 shares; 2024Q4: 79,478 shares; 2025Q1: 68,889 shares; 2025Q2: 7,085 shares; 2025Q3: 5,496 shares; 2025Q4: 5,054 shares; 2026Q1: 4,345 shares; 2026Q2: 4,043 shares 4,043 $374K 0.02% -302 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,736 shares 20,736 $374K 0.02% new Timeline TJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,297 shares; 2025Q3: 13,297 shares; 2025Q4: 13,297 shares; 2026Q1: 13,253 shares; 2026Q2: 13,075 shares 13,075 $371K 0.02% -178 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,022 shares; 2025Q3: 7,300 shares; 2025Q4: 2,863 shares; 2026Q1: 2,864 shares; 2026Q2: 3,380 shares 3,380 $370K 0.02% +516 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,613 shares 14,613 $370K 0.02% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,754 shares 1,754 $365K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,404 shares; 2025Q4: 4,150 shares; 2026Q1: 4,483 shares; 2026Q2: 1,546 shares 1,546 $363K 0.02% -2,937 Timeline DEHP 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: 6,932 shares; 2026Q2: 9,179 shares 9,179 $361K 0.02% +2,247 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,831 shares; 2025Q3: 6,631 shares; 2025Q4: 7,924 shares; 2026Q1: 7,853 shares; 2026Q2: 7,872 shares 7,872 $360K 0.02% +19 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 1,649 shares 1,649 $352K 0.02% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,633 shares; 2025Q4: not reported; 2026Q1: 11,353 shares; 2026Q2: 15,002 shares 15,002 $348K 0.02% +3,649 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: 3,440 shares; 2026Q1: 3,870 shares; 2026Q2: 3,794 shares 3,794 $347K 0.02% -76 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,957 shares 7,957 $346K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 998 shares 998 $346K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,474 shares; 2026Q2: 11,024 shares 11,024 $346K 0.02% +4,550 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 507 shares 507 $345K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,299 shares; 2025Q1: 4,413 shares; 2025Q2: 4,444 shares; 2025Q3: 4,648 shares; 2025Q4: 8,164 shares; 2026Q1: 9,012 shares; 2026Q2: 4,816 shares 4,816 $345K 0.02% -4,196 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,437 shares 2,437 $344K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,687 shares; 2026Q2: 3,819 shares 3,819 $343K 0.02% +1,132 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,633 shares 10,633 $341K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,910 shares; 2026Q1: 3,897 shares; 2026Q2: 3,069 shares 3,069 $338K 0.02% -828 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 882 shares 882 $337K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,958 shares; 2026Q2: 2,131 shares 2,131 $337K 0.02% +173 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,026 shares; 2026Q1: 4,436 shares; 2026Q2: 2,256 shares 2,256 $336K 0.02% -2,180 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,695 shares; 2025Q4: 4,505 shares; 2026Q1: 5,788 shares; 2026Q2: 5,051 shares 5,051 $336K 0.02% -737 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 926 shares; 2026Q2: 1,322 shares 1,322 $334K 0.02% +396 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,819 shares; 2026Q2: 2,329 shares 2,329 $333K 0.02% +510 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: not reported; 2026Q2: 1,722 shares 1,722 $332K 0.02% new Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,864 shares; 2025Q1: 1,866 shares; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares 2,761 $332K 0.02% new Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,668 shares; 2025Q3: 12,677 shares; 2025Q4: 12,574 shares; 2026Q1: 12,479 shares; 2026Q2: 12,352 shares 12,352 $331K 0.02% -127 Timeline DFLV 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: 6,745 shares; 2025Q2: 14,721 shares; 2025Q3: 15,651 shares; 2025Q4: 14,260 shares; 2026Q1: 10,886 shares; 2026Q2: 8,038 shares 8,038 $329K 0.02% -2,848 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: 1,005 shares; 2026Q1: 1,303 shares; 2026Q2: 1,855 shares 1,855 $329K 0.02% +552 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares; 2026Q2: 1,137 shares 1,137 $328K 0.02% +273 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES 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: 6,072 shares; 2025Q4: 6,006 shares; 2026Q1: 6,006 shares; 2026Q2: 8,078 shares 8,078 $328K 0.02% +2,072 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949 shares; 2025Q4: 1,049 shares; 2026Q1: 1,287 shares; 2026Q2: 1,556 shares 1,556 $327K 0.02% +269 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,773 shares; 2026Q2: 1,965 shares 1,965 $326K 0.02% -808 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,506 shares 11,506 $326K 0.02% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 9,736 shares; 2026Q1: 10,208 shares; 2026Q2: 2,798 shares 2,798 $325K 0.02% -7,410 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,218 shares; 2026Q1: 280,770 shares; 2026Q2: 4,706 shares 4,706 $325K 0.02% -276,064 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: not reported; 2024Q4: not reported; 2025Q1: 6,262 shares; 2025Q2: not reported; 2025Q3: 6,301 shares; 2025Q4: 6,240 shares; 2026Q1: 5,593 shares; 2026Q2: 6,336 shares 6,336 $324K 0.02% +743 Timeline VIGI 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: 55,428 shares; 2024Q4: 17,701 shares; 2025Q1: 7,997 shares; 2025Q2: 5,249 shares; 2025Q3: 4,659 shares; 2025Q4: 15,140 shares; 2026Q1: 4,092 shares; 2026Q2: 3,295 shares 3,295 $321K 0.02% -797 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 896 shares; 2025Q4: not reported; 2026Q1: 1,049 shares; 2026Q2: 1,047 shares 1,047 $319K 0.02% -2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,124 shares; 2025Q1: 690 shares; 2025Q2: 761 shares; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 1,574 shares; 2026Q2: 1,879 shares 1,879 $311K 0.02% +305 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 1,797 shares 1,797 $311K 0.02% new Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,244 shares 9,244 $309K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,265 shares; 2025Q1: 7,426 shares; 2025Q2: 7,007 shares; 2025Q3: 7,657 shares; 2025Q4: 4,844 shares; 2026Q1: 5,689 shares; 2026Q2: 6,272 shares 6,272 $307K 0.02% +583 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,171 shares 1,171 $306K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 663 shares 663 $306K 0.02% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares; 2026Q1: 3,294 shares; 2026Q2: 870 shares 870 $305K 0.02% -2,424 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 3,741 shares; 2026Q1: 3,496 shares; 2026Q2: 3,323 shares 3,323 $303K 0.02% -173 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,253 shares; 2026Q1: 3,437 shares; 2026Q2: 2,800 shares 2,800 $303K 0.02% -637 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,684 shares; 2025Q1: 7,283 shares; 2025Q2: 8,976 shares; 2025Q3: 8,405 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,031 shares 8,031 $301K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares; 2026Q2: 1,949 shares 1,949 $300K 0.02% +160 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: 6,569 shares; 2025Q1: 6,341 shares; 2025Q2: 6,141 shares; 2025Q3: not reported; 2025Q4: 6,550 shares; 2026Q1: not reported; 2026Q2: 5,925 shares 5,925 $299K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $299K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,136 shares 1,136 $299K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: not reported; 2026Q1: 387 shares; 2026Q2: 443 shares 443 $297K 0.02% +56 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,908 shares; 2025Q4: 6,142 shares; 2026Q1: 7,283 shares; 2026Q2: 6,761 shares 6,761 $295K 0.02% -522 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 937 shares 937 $295K 0.02% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $292K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,453 shares; 2025Q1: 7,885 shares; 2025Q2: 9,159 shares; 2025Q3: 8,649 shares; 2025Q4: 10,498 shares; 2026Q1: 11,109 shares; 2026Q2: 11,865 shares 11,865 $291K 0.02% +756 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,436 shares; 2026Q2: 3,044 shares 3,044 $290K 0.02% +608 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,947 shares; 2026Q2: 1,870 shares 1,870 $290K 0.02% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 259 shares 259 $289K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: not reported; 2026Q2: 590 shares 590 $285K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,514 shares 3,514 $285K 0.02% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 817 shares 817 $284K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,433 shares 5,433 $282K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,701 shares 1,701 $278K 0.02% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares; 2026Q2: 4,491 shares 4,491 $277K 0.02% +708 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,735 shares 1,735 $277K 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $275K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 733 shares 733 $274K 0.02% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,369 shares; 2025Q4: 12,589 shares; 2026Q1: 31,405 shares; 2026Q2: 6,348 shares 6,348 $272K 0.02% -25,057 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,621 shares; 2026Q2: 2,550 shares 2,550 $271K 0.02% -71 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,861 shares; 2026Q1: 10,165 shares; 2026Q2: 4,580 shares 4,580 $271K 0.02% -5,585 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $271K 0.02% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,028 shares; 2025Q4: 3,836 shares; 2026Q1: 3,298 shares; 2026Q2: 3,254 shares 3,254 $268K 0.02% -44 Timeline DXUV 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: 3,845 shares 3,845 $265K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,374 shares; 2026Q1: 2,700 shares; 2026Q2: 3,019 shares 3,019 $265K 0.02% +319 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 764 shares 764 $261K 0.02% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES 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: 11,901 shares 11,901 $259K 0.02% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,373 shares; 2026Q1: 6,799 shares; 2026Q2: 2,857 shares 2,857 $259K 0.02% -3,942 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: 1,957 shares 1,957 $258K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,021 shares 3,021 $257K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX 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: 2,181 shares 2,181 $257K 0.02% new Timeline DFIV 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: 6,240 shares; 2025Q3: 5,955 shares; 2025Q4: 6,277 shares; 2026Q1: 5,302 shares; 2026Q2: 4,438 shares 4,438 $254K 0.02% -864 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,853 shares; 2025Q4: 49,437 shares; 2026Q1: 33,350 shares; 2026Q2: 8,373 shares 8,373 $254K 0.02% -24,977 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,601 shares 1,601 $252K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,304 shares 1,304 $251K 0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,705 shares 1,705 $251K 0.01% new Timeline PMBS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,157 shares 5,157 $250K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 5,124 shares 5,124 $248K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,251 shares 1,251 $247K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 4,309 shares; 2026Q1: 4,480 shares; 2026Q2: 1,447 shares 1,447 $247K 0.01% -3,033 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; 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: 2,440 shares 2,440 $247K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,308 shares 2,308 $247K 0.01% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,203 shares; 2025Q4: 7,193 shares; 2026Q1: 5,875 shares; 2026Q2: 5,859 shares 5,859 $247K 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,969 shares 1,969 $245K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 588 shares 588 $245K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,860 shares 9,860 $244K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,826 shares 3,826 $243K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,454 shares 3,454 $243K 0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,707 shares; 2025Q4: 3,766 shares; 2026Q1: not reported; 2026Q2: 4,624 shares 4,624 $241K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,476 shares; 2026Q2: 4,970 shares 4,970 $239K 0.01% +494 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 229 shares 229 $236K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830 $234K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $234K 0.01% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,185 shares; 2025Q4: 9,851 shares; 2026Q1: 8,532 shares; 2026Q2: 8,406 shares 8,406 $234K 0.01% -126 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,987 shares; 2025Q3: 59,131 shares; 2025Q4: 43,217 shares; 2026Q1: not reported; 2026Q2: 4,698 shares 4,698 $233K 0.01% new Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; 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: 4,129 shares 4,129 $232K 0.01% new Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,277 shares; 2025Q4: 5,304 shares; 2026Q1: 5,200 shares; 2026Q2: 5,270 shares 5,270 $232K 0.01% +70 Timeline