IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 366,392 shares; 2024Q3: 445,425 shares; 2024Q4: 404,067 shares; 2025Q1: 392,384 shares; 2025Q2: 345,307 shares; 2025Q3: 311,388 shares; 2025Q4: 315,686 shares; 2026Q1: 370,169 shares 370,169 $17.1M 8.82% +54,483 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,585 shares; 2024Q3: 35,346 shares; 2024Q4: 35,024 shares; 2025Q1: 30,598 shares; 2025Q2: 17,139 shares; 2025Q3: 18,085 shares; 2025Q4: 18,098 shares; 2026Q1: 24,056 shares 24,056 $15.7M 8.1% +5,958 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,453 shares; 2024Q3: 19,631 shares; 2024Q4: 20,306 shares; 2025Q1: 32,516 shares; 2025Q2: 35,538 shares; 2025Q3: 36,699 shares; 2025Q4: 50,684 shares; 2026Q1: 49,229 shares 49,229 $10.4M 5.36% -1,455 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 94,554 shares; 2024Q3: 88,923 shares; 2024Q4: 85,457 shares; 2025Q1: 85,536 shares; 2025Q2: 78,363 shares; 2025Q3: 74,755 shares; 2025Q4: 74,866 shares; 2026Q1: 84,840 shares 84,840 $9.6M 4.95% +9,974 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; 2024Q2: 153,066 shares; 2024Q3: 159,365 shares; 2024Q4: 153,954 shares; 2025Q1: 153,777 shares; 2025Q2: 156,285 shares; 2025Q3: 179,052 shares; 2025Q4: 178,375 shares; 2026Q1: 164,898 shares 164,898 $9.59M 4.95% -13,477 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 56,945 shares; 2024Q3: 39,351 shares; 2024Q4: 39,870 shares; 2025Q1: 63,364 shares; 2025Q2: 105,113 shares; 2025Q3: 119,873 shares; 2025Q4: 140,640 shares; 2026Q1: 124,107 shares 124,107 $8.66M 4.46% -16,533 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 47,086 shares; 2024Q3: 110,431 shares; 2024Q4: 118,627 shares; 2025Q1: 96,738 shares; 2025Q2: 136,921 shares; 2025Q3: 115,212 shares; 2025Q4: 99,945 shares; 2026Q1: 104,946 shares 104,946 $7.8M 4.02% +5,001 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,570 shares; 2024Q3: 41,795 shares; 2024Q4: 40,868 shares; 2025Q1: 41,039 shares; 2025Q2: 40,093 shares; 2025Q3: 41,265 shares; 2025Q4: 44,370 shares; 2026Q1: 276,957 shares 276,957 $6.35M 3.27% +232,587 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 44,339 shares; 2024Q3: 45,893 shares; 2024Q4: 48,740 shares; 2025Q1: 45,398 shares; 2025Q2: 49,050 shares; 2025Q3: 45,900 shares; 2025Q4: 47,043 shares; 2026Q1: 55,118 shares 55,118 $5.85M 3.02% +8,075 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 48,883 shares; 2024Q3: 52,491 shares; 2024Q4: 55,734 shares; 2025Q1: 48,067 shares; 2025Q2: 47,796 shares; 2025Q3: 50,427 shares; 2025Q4: 51,667 shares; 2026Q1: 60,402 shares 60,402 $5.74M 2.96% +8,735 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,678 shares; 2024Q3: 6,814 shares; 2024Q4: 7,338 shares; 2025Q1: 35,970 shares; 2025Q2: 50,054 shares; 2025Q3: 60,517 shares; 2025Q4: 56,991 shares; 2026Q1: 51,080 shares 51,080 $5.14M 2.65% -5,911 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 57,749 shares; 2024Q3: 56,336 shares; 2024Q4: 65,386 shares; 2025Q1: 35,526 shares; 2025Q2: 35,668 shares; 2025Q3: 7,548 shares; 2025Q4: 5,309 shares; 2026Q1: 45,748 shares 45,748 $5.09M 2.63% +40,439 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 39,476 shares; 2024Q3: 41,734 shares; 2024Q4: 41,629 shares; 2025Q1: 48,350 shares; 2025Q2: 49,435 shares; 2025Q3: 40,670 shares; 2025Q4: 22,184 shares; 2026Q1: 23,961 shares 23,961 $4.6M 2.37% +1,777 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,452 shares; 2025Q3: 115,310 shares; 2025Q4: 116,037 shares; 2026Q1: 134,207 shares 134,207 $4.42M 2.28% +18,170 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,913 shares; 2025Q2: 105,671 shares; 2025Q3: 106,224 shares; 2025Q4: 107,091 shares; 2026Q1: 116,710 shares 116,710 $4.23M 2.18% +9,619 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,559 shares; 2025Q1: 9,638 shares; 2025Q2: 9,392 shares; 2025Q3: 9,262 shares; 2025Q4: 15,129 shares; 2026Q1: 16,478 shares 16,478 $3.95M 2.04% +1,349 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,352 shares; 2025Q3: 57,681 shares; 2025Q4: 59,251 shares; 2026Q1: 71,738 shares 71,738 $3.59M 1.85% +12,487 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,599 shares 81,599 $3.35M 1.73% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,977 shares; 2024Q3: 62,058 shares; 2024Q4: 64,080 shares; 2025Q1: 64,545 shares; 2025Q2: 64,682 shares; 2025Q3: 68,955 shares; 2025Q4: 70,552 shares; 2026Q1: 61,162 shares 61,162 $3.18M 1.64% -9,390 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,908 shares 87,908 $2.88M 1.48% new 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; 2024Q2: 23,895 shares; 2024Q3: 23,602 shares; 2024Q4: 90,714 shares; 2025Q1: 88,287 shares; 2025Q2: 85,081 shares; 2025Q3: 84,789 shares; 2025Q4: 85,311 shares; 2026Q1: 84,164 shares 84,164 $2.45M 1.26% -1,147 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,072 shares 47,072 $2.35M 1.21% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 27,232 shares; 2024Q3: 27,232 shares; 2024Q4: 26,962 shares; 2025Q1: 26,962 shares; 2025Q2: 26,962 shares; 2025Q3: 26,762 shares; 2025Q4: 26,762 shares; 2026Q1: 26,562 shares 26,562 $2.25M 1.16% -200 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 112,266 shares; 2025Q1: 109,741 shares; 2025Q2: 104,823 shares; 2025Q3: 106,645 shares; 2025Q4: 110,535 shares; 2026Q1: 112,028 shares 112,028 $2.09M 1.08% +1,493 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,731 shares; 2026Q1: 118,937 shares 118,937 $1.99M 1.03% +3,206 Timeline AVDV 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; 2024Q2: 6,903 shares; 2024Q3: 4,919 shares; 2024Q4: 4,698 shares; 2025Q1: 19,138 shares; 2025Q2: 18,684 shares; 2025Q3: 17,946 shares; 2025Q4: 18,589 shares; 2026Q1: 17,459 shares 17,459 $1.74M 0.9% -1,130 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; 2024Q2: 10,451 shares; 2024Q3: 9,200 shares; 2024Q4: 5,742 shares; 2025Q1: 5,543 shares; 2025Q2: 5,450 shares; 2025Q3: 5,594 shares; 2025Q4: 5,474 shares; 2026Q1: 5,293 shares 5,293 $1.7M 0.88% -181 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 91,385 shares; 2024Q3: 91,385 shares; 2024Q4: 91,385 shares; 2025Q1: 91,385 shares; 2025Q2: 91,385 shares; 2025Q3: 91,385 shares; 2025Q4: 91,385 shares; 2026Q1: 91,385 shares 91,385 $1.64M 0.84% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,983 shares; 2024Q3: 36,678 shares; 2024Q4: 71,285 shares; 2025Q1: 69,128 shares; 2025Q2: 66,244 shares; 2025Q3: 67,489 shares; 2025Q4: 69,455 shares; 2026Q1: 70,292 shares 70,292 $1.37M 0.71% +837 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,691 shares; 2024Q3: 34,687 shares; 2024Q4: 19,133 shares; 2025Q1: 18,722 shares; 2025Q2: 18,487 shares; 2025Q3: 19,112 shares; 2025Q4: 18,797 shares; 2026Q1: 17,262 shares 17,262 $1.33M 0.69% -1,535 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; 2024Q2: 5,532 shares; 2024Q3: 5,532 shares; 2024Q4: 5,257 shares; 2025Q1: 5,257 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,259 shares 5,259 $1.28M 0.66% +1 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,266 shares; 2025Q1: 34,841 shares; 2025Q2: 25,454 shares; 2025Q3: 39,479 shares; 2025Q4: 36,847 shares; 2026Q1: 14,044 shares 14,044 $1.24M 0.64% -22,803 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,549 shares; 2024Q3: 13,455 shares; 2024Q4: 13,553 shares; 2025Q1: 26,817 shares; 2025Q2: 29,144 shares; 2025Q3: 26,454 shares; 2025Q4: 35,606 shares; 2026Q1: 45,419 shares 45,419 $1.17M 0.6% +9,813 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,948 shares; 2026Q1: 11,959 shares 11,959 $1.06M 0.55% +2,011 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 731 shares; 2025Q2: 732 shares; 2025Q3: 744 shares; 2025Q4: 768 shares; 2026Q1: 2,227 shares 2,227 $958K 0.49% +1,459 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; 2024Q2: 674 shares; 2024Q3: 685 shares; 2024Q4: 591 shares; 2025Q1: 489 shares; 2025Q2: 784 shares; 2025Q3: 1,220 shares; 2025Q4: 1,374 shares; 2026Q1: 1,403 shares 1,403 $915K 0.47% +29 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 1,986 shares; 2025Q3: 1,992 shares; 2025Q4: 2,094 shares; 2026Q1: 2,336 shares 2,336 $912K 0.47% +242 Timeline LVHI 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; 2024Q2: not reported; 2024Q3: 21,262 shares; 2024Q4: 21,754 shares; 2025Q1: 21,063 shares; 2025Q2: 21,504 shares; 2025Q3: 19,784 shares; 2025Q4: 19,768 shares; 2026Q1: 21,791 shares 21,791 $883K 0.46% +2,023 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,522 shares; 2024Q3: 5,099 shares; 2024Q4: 4,928 shares; 2025Q1: 4,788 shares; 2025Q2: 3,141 shares; 2025Q3: 3,156 shares; 2025Q4: 3,243 shares; 2026Q1: 3,378 shares 3,378 $857K 0.44% +135 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,943 shares; 2025Q1: 30,019 shares; 2025Q2: 28,825 shares; 2025Q3: 13,645 shares; 2025Q4: 13,833 shares; 2026Q1: 16,666 shares 16,666 $823K 0.42% +2,833 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,999 shares; 2025Q2: 6,128 shares; 2025Q3: 6,114 shares; 2025Q4: 6,180 shares; 2026Q1: 6,388 shares 6,388 $784K 0.4% +208 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,060 shares; 2025Q1: 3,771 shares; 2025Q2: 3,640 shares; 2025Q3: 4,753 shares; 2025Q4: 4,823 shares; 2026Q1: 4,795 shares 4,795 $775K 0.4% -28 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,791 shares; 2026Q1: 4,511 shares 4,511 $762K 0.39% -9,280 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,004 shares 4,004 $747K 0.39% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,334 shares; 2024Q3: 1,164 shares; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,018 shares 2,018 $747K 0.39% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 23,369 shares; 2024Q3: 24,083 shares; 2024Q4: 23,041 shares; 2025Q1: 25,405 shares; 2025Q2: 24,050 shares; 2025Q3: 19,050 shares; 2025Q4: 26,594 shares; 2026Q1: 28,364 shares 28,364 $746K 0.38% +1,770 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,918 shares; 2025Q4: 3,065 shares; 2026Q1: 2,967 shares 2,967 $743K 0.38% -98 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; 2024Q2: 2,856 shares; 2024Q3: 2,844 shares; 2024Q4: 2,777 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares; 2025Q4: 2,532 shares; 2026Q1: 2,532 shares 2,532 $739K 0.38% 0 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; 2024Q2: 3,156 shares; 2024Q3: 2,882 shares; 2024Q4: 2,718 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares 840 $733K 0.38% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 34,046 shares; 2025Q1: 33,593 shares; 2025Q2: 32,350 shares; 2025Q3: 33,234 shares; 2025Q4: 34,788 shares; 2026Q1: 35,560 shares 35,560 $726K 0.37% +772 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,600 shares; 2024Q3: 3,298 shares; 2024Q4: 3,191 shares; 2025Q1: 3,112 shares; 2025Q2: 3,222 shares; 2025Q3: 3,238 shares; 2025Q4: 3,560 shares; 2026Q1: 3,708 shares 3,708 $724K 0.37% +148 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,668 shares; 2024Q3: 35,723 shares; 2024Q4: 35,867 shares; 2025Q1: 34,559 shares; 2025Q2: 33,142 shares; 2025Q3: 34,222 shares; 2025Q4: 35,953 shares; 2026Q1: 36,773 shares 36,773 $722K 0.37% +820 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,811 shares 9,811 $714K 0.37% new Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,697 shares; 2025Q4: 23,725 shares; 2026Q1: 26,395 shares 26,395 $713K 0.37% +2,670 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,562 shares; 2025Q3: 1,560 shares; 2025Q4: 1,637 shares; 2026Q1: 1,460 shares 1,460 $691K 0.36% -177 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; 2024Q2: not reported; 2024Q3: 997 shares; 2024Q4: 6,002 shares; 2025Q1: 8,001 shares; 2025Q2: 7,664 shares; 2025Q3: 8,505 shares; 2025Q4: not reported; 2026Q1: 5,127 shares 5,127 $681K 0.35% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,783 shares; 2025Q1: 3,755 shares; 2025Q2: 3,644 shares; 2025Q3: 5,183 shares; 2025Q4: 5,261 shares; 2026Q1: 6,098 shares 6,098 $676K 0.35% +837 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,783 shares; 2025Q1: 6,839 shares; 2025Q2: 6,609 shares; 2025Q3: 6,557 shares; 2025Q4: 13,231 shares; 2026Q1: 10,918 shares 10,918 $669K 0.34% -2,313 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,464 shares 4,464 $622K 0.32% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,281 shares 2,281 $621K 0.32% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,249 shares; 2024Q4: 2,256 shares; 2025Q1: 2,195 shares; 2025Q2: 2,263 shares; 2025Q3: 2,281 shares; 2025Q4: 2,470 shares; 2026Q1: 2,823 shares 2,823 $588K 0.3% +353 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; 2024Q2: 9,516 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,766 shares 9,766 $574K 0.3% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares 3,856 $568K 0.29% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,623 shares; 2026Q1: 4,623 shares 4,623 $548K 0.28% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,424 shares; 2024Q3: 3,158 shares; 2024Q4: 3,804 shares; 2025Q1: 3,829 shares; 2025Q2: 3,942 shares; 2025Q3: 3,964 shares; 2025Q4: 4,052 shares; 2026Q1: 1,754 shares 1,754 $504K 0.26% -2,298 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,868 shares; 2024Q3: 4,868 shares; 2024Q4: 4,545 shares; 2025Q1: 7,563 shares; 2025Q2: 7,559 shares; 2025Q3: 7,483 shares; 2025Q4: 7,757 shares; 2026Q1: 8,419 shares 8,419 $486K 0.25% +662 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,162 shares; 2025Q2: 10,162 shares; 2025Q3: 9,901 shares; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares 10,020 $463K 0.24% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,302 shares 1,302 $457K 0.24% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,387 shares; 2025Q2: 4,525 shares; 2025Q3: 4,561 shares; 2025Q4: 4,903 shares; 2026Q1: 5,535 shares 5,535 $441K 0.23% +632 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,164 shares; 2024Q3: 2,236 shares; 2024Q4: 2,510 shares; 2025Q1: 2,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 3,493 shares 3,493 $434K 0.22% +1,704 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,855 shares; 2024Q3: 7,237 shares; 2024Q4: 7,423 shares; 2025Q1: 7,599 shares; 2025Q2: 7,760 shares; 2025Q3: 7,788 shares; 2025Q4: 8,427 shares; 2026Q1: 10,400 shares 10,400 $430K 0.22% +1,973 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,304 shares; 2025Q3: 11,179 shares; 2025Q4: 10,841 shares; 2026Q1: 10,453 shares 10,453 $428K 0.22% -388 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,519 shares; 2024Q3: 4,549 shares; 2024Q4: 13,664 shares; 2025Q1: 13,690 shares; 2025Q2: 13,660 shares; 2025Q3: 13,741 shares; 2025Q4: 13,854 shares; 2026Q1: 13,456 shares 13,456 $410K 0.21% -398 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; 2024Q2: 3,215 shares; 2024Q3: 8,090 shares; 2024Q4: 7,852 shares; 2025Q1: 7,801 shares; 2025Q2: 5,466 shares; 2025Q3: 5,345 shares; 2025Q4: 5,386 shares; 2026Q1: 4,793 shares 4,793 $405K 0.21% -593 Timeline XLB 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,972 shares; 2025Q1: 5,829 shares; 2025Q2: 5,644 shares; 2025Q3: 2,403 shares; 2025Q4: 4,809 shares; 2026Q1: 7,768 shares 7,768 $388K 0.2% +2,959 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671 shares; 2026Q1: 3,078 shares 3,078 $384K 0.2% +407 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,880 shares; 2024Q3: 3,883 shares; 2024Q4: 3,887 shares; 2025Q1: 3,842 shares; 2025Q2: 3,845 shares; 2025Q3: 3,848 shares; 2025Q4: 3,871 shares; 2026Q1: 3,854 shares 3,854 $370K 0.19% -17 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,999 shares; 2024Q4: 3,025 shares; 2025Q1: 3,050 shares; 2025Q2: 3,075 shares; 2025Q3: 3,101 shares; 2025Q4: 3,126 shares; 2026Q1: 3,152 shares 3,152 $365K 0.19% +26 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; 2024Q2: 23,126 shares; 2024Q3: 7,860 shares; 2024Q4: 13,419 shares; 2025Q1: 13,218 shares; 2025Q2: 13,021 shares; 2025Q3: 12,908 shares; 2025Q4: 12,901 shares; 2026Q1: 6,526 shares 6,526 $353K 0.18% -6,375 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; 2024Q2: not reported; 2024Q3: 5,405 shares; 2024Q4: 5,404 shares; 2025Q1: 9,625 shares; 2025Q2: 5,402 shares; 2025Q3: 5,988 shares; 2025Q4: 6,697 shares; 2026Q1: 7,012 shares 7,012 $329K 0.17% +315 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,847 shares; 2025Q4: 13,915 shares; 2026Q1: 6,925 shares 6,925 $318K 0.16% -6,990 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,411 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,337 shares 12,337 $316K 0.16% 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,195 shares; 2026Q1: 6,854 shares 6,854 $313K 0.16% +659 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,150 shares; 2025Q1: 6,981 shares; 2025Q2: 6,344 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,085 shares 2,085 $305K 0.16% new Timeline XLRE 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,006 shares; 2025Q1: 7,047 shares; 2025Q2: 6,829 shares; 2025Q3: 6,823 shares; 2025Q4: 6,929 shares; 2026Q1: 6,958 shares 6,958 $284K 0.15% +29 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,034 shares; 2025Q4: 7,201 shares; 2026Q1: 8,046 shares 8,046 $284K 0.15% +845 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 7,970 shares 7,970 $250K 0.13% -30 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,186 shares; 2026Q1: 12,212 shares 12,212 $234K 0.12% +2,026 Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,974 shares; 2026Q1: 85,124 shares 85,124 $223K 0.12% +60,150 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,356 shares; 2025Q4: 8,385 shares; 2026Q1: 1,004 shares 1,004 $220K 0.11% -7,381 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,499 shares 15,499 $218K 0.11% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,107 shares; 2025Q2: 7,973 shares; 2025Q3: 7,836 shares; 2025Q4: 8,044 shares; 2026Q1: 8,072 shares 8,072 $215K 0.11% +28 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 34,151 shares; 2024Q3: 38,541 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,611 shares 3,611 $211K 0.11% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,125 shares; 2024Q3: 4,173 shares; 2024Q4: 5,686 shares; 2025Q1: 5,619 shares; 2025Q2: 2,755 shares; 2025Q3: 3,370 shares; 2025Q4: 4,167 shares; 2026Q1: 2,061 shares 2,061 $210K 0.11% -2,106 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,428 shares; 2024Q3: 4,234 shares; 2024Q4: 4,254 shares; 2025Q1: 4,254 shares; 2025Q2: 4,423 shares; 2025Q3: 4,423 shares; 2025Q4: 4,499 shares; 2026Q1: 4,378 shares 4,378 $209K 0.11% -121 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; 2024Q2: 13,141 shares; 2024Q3: 15,087 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,968 shares; 2026Q1: 4,218 shares 4,218 $206K 0.11% +250 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,752 shares; 2025Q4: 5,242 shares; 2026Q1: 4,219 shares 4,219 $204K 0.11% -1,023 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,848 shares 14,848 $197K 0.1% new Timeline