IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,217 shares; 2024Q4: 21,874 shares; 2025Q1: 22,349 shares; 2025Q2: 12,911 shares; 2025Q3: 13,243 shares; 2025Q4: 15,824 shares; 2026Q1: 23,956 shares; 2026Q2: 45,752 shares 45,752 $34.3M 7.76% +21,796 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: 59,462 shares; 2024Q4: 65,563 shares; 2025Q1: 63,491 shares; 2025Q2: 62,338 shares; 2025Q3: 66,353 shares; 2025Q4: 70,177 shares; 2026Q1: 74,581 shares; 2026Q2: 68,986 shares 68,986 $20M 4.52% -5,595 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: 38,565 shares; 2024Q4: 38,511 shares; 2025Q1: 38,797 shares; 2025Q2: 41,309 shares; 2025Q3: 41,882 shares; 2025Q4: 45,138 shares; 2026Q1: 65,518 shares; 2026Q2: 71,707 shares 71,707 $14.3M 3.25% +6,189 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: 174,042 shares; 2024Q4: 159,420 shares; 2025Q1: 166,172 shares; 2025Q2: 173,821 shares; 2025Q3: 159,522 shares; 2025Q4: 176,757 shares; 2026Q1: 204,563 shares; 2026Q2: 310,337 shares 310,337 $14.3M 3.24% +105,774 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: 48,103 shares; 2024Q4: 53,126 shares; 2025Q1: 62,015 shares; 2025Q2: 64,188 shares; 2025Q3: 64,681 shares; 2025Q4: 77,369 shares; 2026Q1: 91,083 shares; 2026Q2: 99,338 shares 99,338 $13.7M 3.09% +8,255 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: 82,251 shares; 2024Q4: 91,549 shares; 2025Q1: 106,876 shares; 2025Q2: 122,064 shares; 2025Q3: 155,055 shares; 2025Q4: 185,633 shares; 2026Q1: 174,352 shares; 2026Q2: 194,621 shares 194,621 $13.2M 3% +20,269 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 13,669 shares; 2025Q1: 21,419 shares; 2025Q2: 28,925 shares; 2025Q3: 31,925 shares; 2025Q4: 53,743 shares; 2026Q1: 55,110 shares; 2026Q2: 49,433 shares 49,433 $11.2M 2.54% -5,677 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: 24,748 shares; 2024Q4: 28,162 shares; 2025Q1: 42,797 shares; 2025Q2: 85,779 shares; 2025Q3: 94,270 shares; 2025Q4: 140,637 shares; 2026Q1: 147,108 shares; 2026Q2: 123,319 shares 123,319 $10.2M 2.31% -23,789 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: 277,465 shares; 2024Q4: 303,912 shares; 2025Q1: 245,629 shares; 2025Q2: 250,672 shares; 2025Q3: 258,428 shares; 2025Q4: 253,138 shares; 2026Q1: 264,029 shares; 2026Q2: 265,773 shares 265,773 $9.71M 2.2% +1,744 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: 16,026 shares; 2024Q4: 15,544 shares; 2025Q1: 15,985 shares; 2025Q2: 15,766 shares; 2025Q3: 16,393 shares; 2025Q4: 15,302 shares; 2026Q1: 14,745 shares; 2026Q2: 16,626 shares 16,626 $9.37M 2.12% +1,881 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: 28,874 shares; 2024Q4: 30,754 shares; 2025Q1: 30,055 shares; 2025Q2: 29,844 shares; 2025Q3: 29,951 shares; 2025Q4: 34,589 shares; 2026Q1: 33,190 shares; 2026Q2: 36,204 shares 36,204 $8.63M 1.95% +3,014 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: 7,791 shares; 2024Q4: 7,444 shares; 2025Q1: 7,075 shares; 2025Q2: 6,822 shares; 2025Q3: 7,162 shares; 2025Q4: 8,205 shares; 2026Q1: 8,187 shares; 2026Q2: 11,241 shares 11,241 $8.39M 1.9% +3,054 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: 252,130 shares; 2024Q4: 236,892 shares; 2025Q1: 209,560 shares; 2025Q2: 195,132 shares; 2025Q3: 195,178 shares; 2025Q4: 181,160 shares; 2026Q1: 189,770 shares; 2026Q2: 187,558 shares 187,558 $8.18M 1.85% -2,212 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: 107,020 shares; 2024Q4: 102,650 shares; 2025Q1: 109,984 shares; 2025Q2: 116,759 shares; 2025Q3: 118,959 shares; 2025Q4: 126,484 shares; 2026Q1: 135,888 shares; 2026Q2: 128,899 shares 128,899 $7.7M 1.74% -6,989 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: 44,438 shares; 2025Q3: 102,411 shares; 2025Q4: 130,884 shares; 2026Q1: 152,097 shares; 2026Q2: 135,112 shares 135,112 $7.12M 1.61% -16,985 Timeline FPX 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: 42,029 shares; 2024Q4: 40,092 shares; 2025Q1: 38,769 shares; 2025Q2: 37,326 shares; 2025Q3: 35,575 shares; 2025Q4: 34,807 shares; 2026Q1: 35,067 shares; 2026Q2: 34,277 shares 34,277 $7.07M 1.6% -790 Timeline UCON 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: 222,460 shares; 2024Q4: 221,200 shares; 2025Q1: 219,668 shares; 2025Q2: 221,001 shares; 2025Q3: 228,098 shares; 2025Q4: 240,729 shares; 2026Q1: 263,194 shares; 2026Q2: 281,760 shares 281,760 $7.01M 1.59% +18,566 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 2,784 shares; 2025Q1: 3,141 shares; 2025Q2: 3,393 shares; 2025Q3: 3,474 shares; 2025Q4: 7,297 shares; 2026Q1: 8,927 shares; 2026Q2: 9,846 shares 9,846 $6.76M 1.53% +919 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: 31,052 shares; 2024Q4: 41,406 shares; 2025Q1: 24,483 shares; 2025Q2: 26,665 shares; 2025Q3: 5,572 shares; 2025Q4: not reported; 2026Q1: 44,429 shares; 2026Q2: 53,159 shares 53,159 $6.61M 1.5% +8,730 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: 74,128 shares; 2024Q4: 73,371 shares; 2025Q1: 72,164 shares; 2025Q2: 70,633 shares; 2025Q3: 70,822 shares; 2025Q4: 69,939 shares; 2026Q1: 74,503 shares; 2026Q2: 72,138 shares 72,138 $6.48M 1.47% -2,365 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: 9,710 shares; 2024Q4: 9,807 shares; 2025Q1: 8,292 shares; 2025Q2: 7,842 shares; 2025Q3: 7,690 shares; 2025Q4: 7,991 shares; 2026Q1: 7,965 shares; 2026Q2: 8,330 shares 8,330 $6.13M 1.39% +365 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,637 shares; 2024Q4: 12,710 shares; 2025Q1: 11,992 shares; 2025Q2: 12,420 shares; 2025Q3: 12,545 shares; 2025Q4: 14,720 shares; 2026Q1: 14,516 shares; 2026Q2: 15,468 shares 15,468 $5.77M 1.31% +952 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,048 shares; 2024Q4: 12,455 shares; 2025Q1: 11,988 shares; 2025Q2: 11,955 shares; 2025Q3: 13,576 shares; 2025Q4: 16,086 shares; 2026Q1: 15,362 shares; 2026Q2: 15,804 shares 15,804 $5.58M 1.26% +442 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,181 shares; 2025Q1: 7,332 shares; 2025Q2: 8,295 shares; 2025Q3: 8,855 shares; 2025Q4: 14,948 shares; 2026Q1: 18,145 shares; 2026Q2: 16,222 shares 16,222 $5.56M 1.26% -1,923 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: 82,512 shares; 2026Q2: 101,674 shares 101,674 $5.12M 1.16% +19,162 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: 8,594 shares; 2026Q2: 134,027 shares 134,027 $4.91M 1.11% +125,433 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: 64,690 shares; 2024Q4: 61,558 shares; 2025Q1: 10,769 shares; 2025Q2: 44,321 shares; 2025Q3: 47,138 shares; 2025Q4: 79,154 shares; 2026Q1: 177,525 shares; 2026Q2: 210,327 shares 210,327 $4.79M 1.09% +32,802 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,984 shares; 2024Q4: 317,333 shares; 2025Q1: 297,345 shares; 2025Q2: 298,370 shares; 2025Q3: 295,398 shares; 2025Q4: 276,703 shares; 2026Q1: 265,721 shares; 2026Q2: 253,137 shares 253,137 $4.53M 1.03% -12,584 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: 10,265 shares; 2024Q4: 10,361 shares; 2025Q1: 9,712 shares; 2025Q2: 9,572 shares; 2025Q3: 10,052 shares; 2025Q4: 11,484 shares; 2026Q1: 11,555 shares; 2026Q2: 12,022 shares 12,022 $4.3M 0.97% +467 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,960 shares; 2026Q2: 135,051 shares 135,051 $4.29M 0.97% +26,091 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: 84,291 shares; 2025Q3: 89,328 shares; 2025Q4: 106,317 shares; 2026Q1: 126,436 shares; 2026Q2: 89,880 shares 89,880 $3.87M 0.88% -36,556 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: 63,706 shares; 2024Q4: 77,557 shares; 2025Q1: 66,917 shares; 2025Q2: 115,617 shares; 2025Q3: 98,315 shares; 2025Q4: 101,982 shares; 2026Q1: 110,709 shares; 2026Q2: 50,107 shares 50,107 $3.84M 0.87% -60,602 Timeline BUFQ 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: 99,347 shares; 2024Q4: 98,759 shares; 2025Q1: 94,155 shares; 2025Q2: 96,488 shares; 2025Q3: 96,659 shares; 2025Q4: 98,327 shares; 2026Q1: 103,806 shares; 2026Q2: 96,498 shares 96,498 $3.79M 0.86% -7,308 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: 13,695 shares; 2025Q2: 19,983 shares; 2025Q3: 28,782 shares; 2025Q4: 33,038 shares; 2026Q1: 41,813 shares; 2026Q2: 36,956 shares 36,956 $3.71M 0.84% -4,857 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,141 shares; 2024Q4: 19,504 shares; 2025Q1: 13,358 shares; 2025Q2: 17,646 shares; 2025Q3: 21,430 shares; 2025Q4: 32,763 shares; 2026Q1: 34,646 shares; 2026Q2: 42,712 shares 42,712 $3.65M 0.83% +8,066 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: 9,062 shares; 2024Q4: 9,101 shares; 2025Q1: 9,028 shares; 2025Q2: 6,219 shares; 2025Q3: 6,248 shares; 2025Q4: 7,929 shares; 2026Q1: 7,660 shares; 2026Q2: 8,457 shares 8,457 $3.56M 0.81% +797 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,720 shares; 2024Q4: 24,866 shares; 2025Q1: 25,127 shares; 2025Q2: 26,040 shares; 2025Q3: 26,138 shares; 2025Q4: 38,234 shares; 2026Q1: 43,258 shares; 2026Q2: 44,436 shares 44,436 $3.38M 0.77% +1,178 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: 13,341 shares; 2024Q4: 14,261 shares; 2025Q1: 20,019 shares; 2025Q2: 20,870 shares; 2025Q3: 20,647 shares; 2025Q4: 30,011 shares; 2026Q1: 32,132 shares; 2026Q2: 35,872 shares 35,872 $3.15M 0.71% +3,740 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,658 shares; 2025Q2: 3,409 shares; 2025Q3: 3,819 shares; 2025Q4: 6,658 shares; 2026Q1: 8,006 shares; 2026Q2: 8,428 shares 8,428 $3.12M 0.71% +422 Timeline IALT 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: 109,971 shares 109,971 $3.08M 0.7% new 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: 32,661 shares; 2024Q4: 35,053 shares; 2025Q1: 31,801 shares; 2025Q2: 33,621 shares; 2025Q3: 33,698 shares; 2025Q4: 33,401 shares; 2026Q1: 36,564 shares; 2026Q2: 37,238 shares 37,238 $3.02M 0.68% +674 Timeline FPXI 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: 55,771 shares; 2024Q4: 47,854 shares; 2025Q1: 40,318 shares; 2025Q2: 39,022 shares; 2025Q3: 38,102 shares; 2025Q4: 35,217 shares; 2026Q1: 35,265 shares; 2026Q2: 34,965 shares 34,965 $2.93M 0.66% -300 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: 17,156 shares; 2024Q4: 19,678 shares; 2025Q1: 15,816 shares; 2025Q2: 16,329 shares; 2025Q3: 18,777 shares; 2025Q4: 23,384 shares; 2026Q1: 26,658 shares; 2026Q2: 30,941 shares 30,941 $2.92M 0.66% +4,283 Timeline FDN 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: 17,202 shares; 2024Q4: 16,198 shares; 2025Q1: 14,814 shares; 2025Q2: 13,815 shares; 2025Q3: 13,647 shares; 2025Q4: 12,819 shares; 2026Q1: 11,325 shares; 2026Q2: 10,463 shares 10,463 $2.77M 0.63% -862 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: 4,573 shares; 2024Q4: 4,232 shares; 2025Q1: 4,555 shares; 2025Q2: 4,571 shares; 2025Q3: 4,458 shares; 2025Q4: 4,800 shares; 2026Q1: 4,598 shares; 2026Q2: 4,700 shares 4,700 $2.73M 0.62% +102 Timeline AAEQ 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: 49,139 shares; 2026Q1: 49,139 shares; 2026Q2: 49,139 shares 49,139 $2.61M 0.59% 0 Timeline JIRE 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: 83 shares; 2025Q3: not reported; 2025Q4: 11,761 shares; 2026Q1: 30,993 shares; 2026Q2: 30,524 shares 30,524 $2.52M 0.57% -469 Timeline FIIG 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: 12,582 shares; 2024Q4: 50,208 shares; 2025Q1: 51,020 shares; 2025Q2: 50,086 shares; 2025Q3: 53,992 shares; 2025Q4: 55,170 shares; 2026Q1: 132,222 shares; 2026Q2: 117,029 shares 117,029 $2.42M 0.55% -15,193 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,112 shares; 2024Q4: 5,906 shares; 2025Q1: 5,270 shares; 2025Q2: 5,746 shares; 2025Q3: 5,789 shares; 2025Q4: 6,441 shares; 2026Q1: 6,606 shares; 2026Q2: 7,862 shares 7,862 $2.38M 0.54% +1,256 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: 3,816 shares; 2024Q4: 4,401 shares; 2025Q1: 4,428 shares; 2025Q2: 4,871 shares; 2025Q3: 4,848 shares; 2025Q4: 5,485 shares; 2026Q1: 5,730 shares; 2026Q2: 6,200 shares 6,200 $2.34M 0.53% +470 Timeline GGOV 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: 42,637 shares 42,637 $2.14M 0.49% new 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: 7,092 shares; 2024Q4: 13,148 shares; 2025Q1: 15,607 shares; 2025Q2: 16,058 shares; 2025Q3: 15,262 shares; 2025Q4: 15,765 shares; 2026Q1: 15,767 shares; 2026Q2: 15,616 shares 15,616 $2.1M 0.48% -151 Timeline FTSL 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: 59,804 shares; 2024Q4: 60,539 shares; 2025Q1: 38,714 shares; 2025Q2: 53,273 shares; 2025Q3: 51,356 shares; 2025Q4: 49,056 shares; 2026Q1: 46,551 shares; 2026Q2: 44,613 shares 44,613 $2M 0.45% -1,938 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,932 shares; 2025Q1: 2,994 shares; 2025Q2: 2,933 shares; 2025Q3: 2,968 shares; 2025Q4: 3,386 shares; 2026Q1: 3,434 shares; 2026Q2: 3,934 shares 3,934 $1.97M 0.45% +500 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: 1,756 shares; 2024Q4: 781 shares; 2025Q1: 4,696 shares; 2025Q2: 5,036 shares; 2025Q3: 5,020 shares; 2025Q4: 4,792 shares; 2026Q1: 5,127 shares; 2026Q2: 15,517 shares 15,517 $1.93M 0.44% +10,390 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: 12,142 shares; 2024Q4: 14,470 shares; 2025Q1: 8,771 shares; 2025Q2: 17,439 shares; 2025Q3: 11,339 shares; 2025Q4: 17,286 shares; 2026Q1: 19,431 shares; 2026Q2: 23,580 shares 23,580 $1.73M 0.39% +4,149 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,345 shares; 2025Q1: 3,547 shares; 2025Q2: 4,550 shares; 2025Q3: 5,081 shares; 2025Q4: 5,359 shares; 2026Q1: 5,361 shares; 2026Q2: 21,113 shares 21,113 $1.7M 0.39% +15,752 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: 735 shares; 2024Q4: 782 shares; 2025Q1: 828 shares; 2025Q2: 1,078 shares; 2025Q3: 1,052 shares; 2025Q4: 1,202 shares; 2026Q1: 1,236 shares; 2026Q2: 1,331 shares 1,331 $1.6M 0.36% +95 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: 447 shares; 2024Q4: 499 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 501 shares; 2025Q4: 507 shares; 2026Q1: 501 shares; 2026Q2: 5,241 shares 5,241 $1.58M 0.36% +4,740 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: 4,239 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,685 shares; 2026Q2: 36,090 shares 36,090 $1.56M 0.35% +405 Timeline ILCG 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: 6,546 shares; 2025Q3: 6,568 shares; 2025Q4: 10,426 shares; 2026Q1: 10,931 shares; 2026Q2: 13,138 shares 13,138 $1.54M 0.35% +2,207 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,194 shares; 2024Q4: 20,712 shares; 2025Q1: 19,148 shares; 2025Q2: 24,761 shares; 2025Q3: 25,583 shares; 2025Q4: 36,407 shares; 2026Q1: 35,228 shares; 2026Q2: 36,190 shares 36,190 $1.5M 0.34% +962 Timeline FTXL 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,608 shares; 2026Q1: 5,256 shares; 2026Q2: 5,243 shares 5,243 $1.49M 0.34% -13 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,991 shares; 2025Q2: 8,630 shares; 2025Q3: 8,717 shares; 2025Q4: 6,592 shares; 2026Q1: 6,784 shares; 2026Q2: 6,070 shares 6,070 $1.47M 0.33% -714 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: 844 shares; 2025Q3: not reported; 2025Q4: 990 shares; 2026Q1: 1,131 shares; 2026Q2: 1,251 shares 1,251 $1.44M 0.33% +120 Timeline GEW 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: 25,569 shares; 2026Q1: 25,569 shares; 2026Q2: 25,569 shares 25,569 $1.4M 0.32% 0 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: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 1,270 shares; 2025Q4: 1,254 shares; 2026Q1: 3,791 shares; 2026Q2: 4,089 shares 4,089 $1.39M 0.32% +298 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: 35,170 shares; 2024Q4: 32,004 shares; 2025Q1: 27,343 shares; 2025Q2: 27,148 shares; 2025Q3: 27,233 shares; 2025Q4: 27,296 shares; 2026Q1: 27,082 shares; 2026Q2: 29,762 shares 29,762 $1.35M 0.31% +2,680 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: 4,572 shares; 2025Q1: 10,083 shares; 2025Q2: 10,511 shares; 2025Q3: 10,682 shares; 2025Q4: 17,290 shares; 2026Q1: 17,259 shares; 2026Q2: 16,631 shares 16,631 $1.32M 0.3% -628 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: 10,352 shares; 2025Q1: 21,463 shares; 2025Q2: 17,609 shares; 2025Q3: 27,631 shares; 2025Q4: 30,709 shares; 2026Q1: 14,729 shares; 2026Q2: 17,417 shares 17,417 $1.32M 0.3% +2,688 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: 8,519 shares; 2024Q4: 8,619 shares; 2025Q1: 8,678 shares; 2025Q2: 8,220 shares; 2025Q3: 8,252 shares; 2025Q4: 9,316 shares; 2026Q1: 20,042 shares; 2026Q2: 21,478 shares 21,478 $1.28M 0.29% +1,436 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: 3,688 shares; 2025Q1: 8,761 shares; 2025Q2: 8,946 shares; 2025Q3: 8,238 shares; 2025Q4: 12,410 shares; 2026Q1: 13,547 shares; 2026Q2: 12,996 shares 12,996 $1.28M 0.29% -551 Timeline SKYY 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: 12,339 shares; 2024Q4: 12,522 shares; 2025Q1: 11,892 shares; 2025Q2: 11,909 shares; 2025Q3: 11,459 shares; 2025Q4: 10,518 shares; 2026Q1: 10,447 shares; 2026Q2: 9,310 shares 9,310 $1.25M 0.28% -1,137 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: not reported; 2025Q4: 5,114 shares; 2026Q1: 3,950 shares; 2026Q2: 4,126 shares 4,126 $1.23M 0.28% +176 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: 5,338 shares; 2024Q4: 5,753 shares; 2025Q1: 5,037 shares; 2025Q2: 5,053 shares; 2025Q3: 4,343 shares; 2025Q4: 4,027 shares; 2026Q1: 4,064 shares; 2026Q2: 3,840 shares 3,840 $1.16M 0.26% -224 Timeline FSIG 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: 20,713 shares; 2024Q4: 24,108 shares; 2025Q1: 24,511 shares; 2025Q2: 24,243 shares; 2025Q3: 26,029 shares; 2025Q4: 25,166 shares; 2026Q1: 51,907 shares; 2026Q2: 60,652 shares 60,652 $1.14M 0.26% +8,745 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,281 shares; 2025Q4: 1,557 shares; 2026Q1: 1,750 shares; 2026Q2: 2,342 shares 2,342 $1.12M 0.25% +592 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: 9,046 shares; 2024Q4: 13,945 shares; 2025Q1: 9,051 shares; 2025Q2: 13,188 shares; 2025Q3: 13,653 shares; 2025Q4: 30,568 shares; 2026Q1: 33,447 shares; 2026Q2: 35,893 shares 35,893 $1.07M 0.24% +2,446 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: 7,215 shares; 2025Q1: 8,890 shares; 2025Q2: 9,836 shares; 2025Q3: 11,009 shares; 2025Q4: 17,314 shares; 2026Q1: 16,853 shares; 2026Q2: 19,597 shares 19,597 $1.05M 0.24% +2,744 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: 1,010 shares; 2024Q4: 1,315 shares; 2025Q1: 1,485 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,560 shares; 2026Q1: 1,508 shares; 2026Q2: 1,446 shares 1,446 $1.05M 0.24% -62 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: 4,489 shares; 2024Q4: 7,733 shares; 2025Q1: 9,975 shares; 2025Q2: 10,990 shares; 2025Q3: 12,329 shares; 2025Q4: 19,616 shares; 2026Q1: 19,381 shares; 2026Q2: 21,573 shares 21,573 $1.01M 0.23% +2,192 Timeline SCHZ 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: 9,456 shares; 2025Q2: 8,128 shares; 2025Q3: not reported; 2025Q4: 11,717 shares; 2026Q1: 19,636 shares; 2026Q2: 42,603 shares 42,603 $985K 0.22% +22,967 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: 501 shares; 2024Q4: 502 shares; 2025Q1: 1,017 shares; 2025Q2: 1,016 shares; 2025Q3: 1,246 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 8,128 shares 8,128 $971K 0.22% +7,112 Timeline FTCS 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: 20,943 shares; 2024Q4: 18,053 shares; 2025Q1: 15,272 shares; 2025Q2: 14,571 shares; 2025Q3: 14,241 shares; 2025Q4: 11,539 shares; 2026Q1: 11,349 shares; 2026Q2: 10,306 shares 10,306 $968K 0.22% -1,043 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: 440 shares; 2024Q4: 462 shares; 2025Q1: 466 shares; 2025Q2: 451 shares; 2025Q3: 408 shares; 2025Q4: 803 shares; 2026Q1: 766 shares; 2026Q2: 988 shares 988 $924K 0.21% +222 Timeline VONE 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: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692 $912K 0.21% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,417 shares; 2024Q4: 4,417 shares; 2025Q1: not reported; 2025Q2: 3,041 shares; 2025Q3: 3,692 shares; 2025Q4: 5,509 shares; 2026Q1: 11,528 shares; 2026Q2: 12,578 shares 12,578 $896K 0.2% +1,050 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: 5,652 shares; 2025Q2: 9,438 shares; 2025Q3: 18,595 shares; 2025Q4: 22,528 shares; 2026Q1: 1,740 shares; 2026Q2: 2,404 shares 2,404 $880K 0.2% +664 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: 2,124 shares; 2024Q4: 2,360 shares; 2025Q1: 2,352 shares; 2025Q2: 2,140 shares; 2025Q3: 2,204 shares; 2025Q4: 2,450 shares; 2026Q1: 2,460 shares; 2026Q2: 2,664 shares 2,664 $872K 0.2% +204 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,805 shares; 2024Q4: 25,719 shares; 2025Q1: 21,052 shares; 2025Q2: 20,985 shares; 2025Q3: 20,665 shares; 2025Q4: 17,826 shares; 2026Q1: 17,533 shares; 2026Q2: 16,994 shares 16,994 $860K 0.19% -539 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: 3,849 shares; 2025Q3: 3,882 shares; 2025Q4: 5,123 shares; 2026Q1: 5,182 shares; 2026Q2: 5,136 shares 5,136 $845K 0.19% -46 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,317 shares; 2024Q4: 53,928 shares; 2025Q1: 51,549 shares; 2025Q2: 50,610 shares; 2025Q3: 48,768 shares; 2025Q4: 44,535 shares; 2026Q1: 44,190 shares; 2026Q2: 42,959 shares 42,959 $829K 0.19% -1,231 Timeline PJIO PGIM ETF TR More: the full row for PGIM 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: 4,601 shares; 2025Q3: 7,058 shares; 2025Q4: 12,886 shares; 2026Q1: 12,967 shares; 2026Q2: 11,791 shares 11,791 $821K 0.19% -1,176 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: 2,540 shares; 2024Q4: 2,592 shares; 2025Q1: 2,568 shares; 2025Q2: 2,891 shares; 2025Q3: 2,858 shares; 2025Q4: 2,984 shares; 2026Q1: 3,078 shares; 2026Q2: 3,187 shares 3,187 $802K 0.18% +109 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: 2,568 shares; 2025Q3: not reported; 2025Q4: 4,061 shares; 2026Q1: 4,645 shares; 2026Q2: 5,357 shares 5,357 $748K 0.17% +712 Timeline ROBT 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: 4,614 shares; 2025Q1: 5,784 shares; 2025Q2: 7,990 shares; 2025Q3: 7,845 shares; 2025Q4: 10,200 shares; 2026Q1: 13,400 shares; 2026Q2: 13,269 shares 13,269 $747K 0.17% -131 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: 1,764 shares; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,846 shares; 2025Q3: 1,995 shares; 2025Q4: 2,553 shares; 2026Q1: 2,767 shares; 2026Q2: 2,930 shares 2,930 $744K 0.17% +163 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: 603 shares; 2024Q4: 1,760 shares; 2025Q1: 1,735 shares; 2025Q2: 1,467 shares; 2025Q3: 1,884 shares; 2025Q4: 1,543 shares; 2026Q1: 1,621 shares; 2026Q2: 1,785 shares 1,785 $742K 0.17% +164 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,568 shares; 2025Q1: 1,599 shares; 2025Q2: 1,550 shares; 2025Q3: 1,626 shares; 2025Q4: 1,846 shares; 2026Q1: 1,771 shares; 2026Q2: 2,087 shares 2,087 $716K 0.16% +316 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: 927 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 904 shares; 2025Q3: 899 shares; 2025Q4: 920 shares; 2026Q1: 929 shares; 2026Q2: 928 shares 928 $701K 0.16% -1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,393 shares; 2025Q1: 3,395 shares; 2025Q2: 3,994 shares; 2025Q3: 4,018 shares; 2025Q4: 4,888 shares; 2026Q1: 5,067 shares; 2026Q2: 6,170 shares 6,170 $699K 0.16% +1,103 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: 21,831 shares; 2024Q4: 23,777 shares; 2025Q1: 8,821 shares; 2025Q2: 8,636 shares; 2025Q3: 8,605 shares; 2025Q4: 8,565 shares; 2026Q1: 8,250 shares; 2026Q2: 9,060 shares 9,060 $699K 0.16% +810 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: 414 shares; 2025Q1: 465 shares; 2025Q2: 483 shares; 2025Q3: 647 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 647 shares 647 $655K 0.15% +132 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: not reported; 2025Q1: not reported; 2025Q2: 644 shares; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,262 shares; 2026Q2: 1,476 shares 1,476 $639K 0.14% +214 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: 753 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares; 2026Q2: 3,809 shares 3,809 $626K 0.14% +1,675 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,531 shares; 2026Q2: 4,210 shares 4,210 $620K 0.14% -321 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: 25,826 shares; 2024Q4: 29,526 shares; 2025Q1: 37,135 shares; 2025Q2: 44,081 shares; 2025Q3: 39,683 shares; 2025Q4: 24,217 shares; 2026Q1: 26,161 shares; 2026Q2: 2,807 shares 2,807 $616K 0.14% -23,354 Timeline XSHQ 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: 15,212 shares; 2024Q4: 15,059 shares; 2025Q1: 14,330 shares; 2025Q2: 13,818 shares; 2025Q3: 12,956 shares; 2025Q4: 12,756 shares; 2026Q1: 12,702 shares; 2026Q2: 12,317 shares 12,317 $596K 0.13% -385 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: 348 shares; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 518 shares; 2026Q2: 548 shares 548 $583K 0.13% +30 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: 128 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 255 shares; 2026Q2: 290 shares 290 $578K 0.13% +35 Timeline FID 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: 18,652 shares; 2024Q4: 22,997 shares; 2025Q1: 21,334 shares; 2025Q2: 23,491 shares; 2025Q3: 22,738 shares; 2025Q4: 26,631 shares; 2026Q1: 26,959 shares; 2026Q2: 26,810 shares 26,810 $575K 0.13% -149 Timeline FVD 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: 18,927 shares; 2024Q4: 19,429 shares; 2025Q1: 18,276 shares; 2025Q2: 15,764 shares; 2025Q3: 15,359 shares; 2025Q4: 11,764 shares; 2026Q1: 11,764 shares; 2026Q2: 11,937 shares 11,937 $575K 0.13% +173 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,602 shares; 2024Q4: 4,139 shares; 2025Q1: 3,463 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,015 shares; 2026Q1: 3,058 shares; 2026Q2: 3,016 shares 3,016 $567K 0.13% -42 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: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares; 2026Q2: 249 shares 249 $566K 0.13% +46 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: 219 shares; 2025Q3: not reported; 2025Q4: 267 shares; 2026Q1: 302 shares; 2026Q2: 477 shares 477 $560K 0.13% +175 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: 603 shares; 2025Q1: 1,415 shares; 2025Q2: 1,364 shares; 2025Q3: 1,378 shares; 2025Q4: 1,298 shares; 2026Q1: 1,364 shares; 2026Q2: 734 shares 734 $560K 0.13% -630 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: 32 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65 shares; 2026Q2: 833 shares 833 $546K 0.12% +768 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: 9,106 shares; 2024Q4: 7,860 shares; 2025Q1: 10,014 shares; 2025Q2: 11,420 shares; 2025Q3: 12,799 shares; 2025Q4: 12,228 shares; 2026Q1: 11,656 shares; 2026Q2: 11,775 shares 11,775 $541K 0.12% +119 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,945 shares; 2025Q2: 4,057 shares; 2025Q3: 3,629 shares; 2025Q4: 3,951 shares; 2026Q1: 4,412 shares; 2026Q2: 4,577 shares 4,577 $538K 0.12% +165 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 3,729 shares 3,729 $510K 0.12% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: 6,280 shares; 2025Q1: 5,750 shares; 2025Q2: 5,315 shares; 2025Q3: 5,130 shares; 2025Q4: 4,942 shares; 2026Q1: 4,934 shares; 2026Q2: 4,484 shares 4,484 $506K 0.11% -450 Timeline FDL 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: 7,907 shares; 2024Q4: 8,967 shares; 2025Q1: 11,421 shares; 2025Q2: 11,358 shares; 2025Q3: 11,473 shares; 2025Q4: 10,232 shares; 2026Q1: 10,022 shares; 2026Q2: 10,222 shares 10,222 $497K 0.11% +200 Timeline CMF 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: 5,478 shares; 2025Q1: 5,684 shares; 2025Q2: 5,684 shares; 2025Q3: 5,684 shares; 2025Q4: 8,965 shares; 2026Q1: 8,379 shares; 2026Q2: 8,287 shares 8,287 $478K 0.11% -92 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: 995 shares; 2025Q3: 971 shares; 2025Q4: 1,030 shares; 2026Q1: 1,074 shares; 2026Q2: 1,277 shares 1,277 $477K 0.11% +203 Timeline FBT 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: 2,204 shares; 2024Q4: 2,275 shares; 2025Q1: 2,114 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,902 shares 1,902 $471K 0.11% -28 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,870 shares; 2024Q4: 5,672 shares; 2025Q1: 5,600 shares; 2025Q2: 5,633 shares; 2025Q3: 5,427 shares; 2025Q4: 5,503 shares; 2026Q1: 5,488 shares; 2026Q2: 5,473 shares 5,473 $455K 0.1% -15 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD 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: 364 shares; 2025Q3: not reported; 2025Q4: 4,471 shares; 2026Q1: 4,776 shares; 2026Q2: 4,532 shares 4,532 $454K 0.1% -244 Timeline JTEK 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: 174 shares; 2025Q3: not reported; 2025Q4: 3,280 shares; 2026Q1: 3,458 shares; 2026Q2: 3,880 shares 3,880 $433K 0.1% +422 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: 469 shares; 2025Q1: 510 shares; 2025Q2: 618 shares; 2025Q3: 684 shares; 2025Q4: 715 shares; 2026Q1: 738 shares; 2026Q2: 840 shares 840 $431K 0.1% +102 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: 872 shares; 2024Q4: 811 shares; 2025Q1: 741 shares; 2025Q2: 595 shares; 2025Q3: 580 shares; 2025Q4: 6,217 shares; 2026Q1: 6,769 shares; 2026Q2: 6,003 shares 6,003 $429K 0.1% -766 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,480 shares; 2025Q3: 5,115 shares; 2025Q4: 5,764 shares; 2026Q1: 6,036 shares; 2026Q2: 7,166 shares 7,166 $408K 0.09% +1,130 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: 624 shares; 2024Q4: 684 shares; 2025Q1: 678 shares; 2025Q2: 815 shares; 2025Q3: 786 shares; 2025Q4: 860 shares; 2026Q1: 724 shares; 2026Q2: 1,092 shares 1,092 $385K 0.09% +368 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: 653 shares; 2025Q3: not reported; 2025Q4: 686 shares; 2026Q1: 711 shares; 2026Q2: 1,128 shares 1,128 $382K 0.09% +417 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,257 shares; 2024Q4: 18,841 shares; 2025Q1: 12,217 shares; 2025Q2: 11,529 shares; 2025Q3: 9,857 shares; 2025Q4: 7,707 shares; 2026Q1: 7,707 shares; 2026Q2: 7,747 shares 7,747 $381K 0.09% +40 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: 2,639 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: not reported; 2025Q4: 1,974 shares; 2026Q1: 1,996 shares; 2026Q2: 2,552 shares 2,552 $378K 0.09% +556 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares; 2026Q2: 4,145 shares 4,145 $375K 0.09% +2,184 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: 1,115 shares; 2024Q4: 1,284 shares; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares; 2026Q2: 1,564 shares 1,564 $370K 0.08% +907 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: 1,412 shares; 2024Q4: 1,486 shares; 2025Q1: 1,857 shares; 2025Q2: 2,054 shares; 2025Q3: 2,193 shares; 2025Q4: 2,640 shares; 2026Q1: 2,335 shares; 2026Q2: 2,495 shares 2,495 $366K 0.08% +160 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,450 shares; 2024Q4: 106,982 shares; 2025Q1: 104,975 shares; 2025Q2: 79,713 shares; 2025Q3: 78,691 shares; 2025Q4: 78,691 shares; 2026Q1: 78,691 shares; 2026Q2: 78,691 shares 78,691 $364K 0.08% 0 Timeline FDMO 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: 961 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares; 2026Q2: 3,670 shares 3,670 $362K 0.08% +2,640 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: 1,606 shares; 2025Q1: 1,575 shares; 2025Q2: 1,386 shares; 2025Q3: 1,380 shares; 2025Q4: 1,376 shares; 2026Q1: 1,378 shares; 2026Q2: 1,402 shares 1,402 $357K 0.08% +24 Timeline LCTU 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: 4,214 shares; 2025Q3: 3,549 shares; 2025Q4: 4,131 shares; 2026Q1: 4,145 shares; 2026Q2: 4,421 shares 4,421 $354K 0.08% +276 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 2,107 shares; 2025Q1: 2,246 shares; 2025Q2: 2,081 shares; 2025Q3: 1,998 shares; 2025Q4: 2,126 shares; 2026Q1: 2,177 shares; 2026Q2: 2,393 shares 2,393 $351K 0.08% +216 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 7,513 shares; 2025Q4: 9,376 shares; 2026Q1: 555 shares; 2026Q2: 1,430 shares 1,430 $347K 0.08% +875 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: 4,857 shares; 2024Q4: 4,789 shares; 2025Q1: 4,412 shares; 2025Q2: 4,251 shares; 2025Q3: 4,164 shares; 2025Q4: 3,448 shares; 2026Q1: 3,259 shares; 2026Q2: 2,211 shares 2,211 $346K 0.08% -1,048 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,675 shares; 2024Q4: 18,454 shares; 2025Q1: 19,819 shares; 2025Q2: 20,636 shares; 2025Q3: 24,462 shares; 2025Q4: 30,889 shares; 2026Q1: 29,424 shares; 2026Q2: 6,606 shares 6,606 $346K 0.08% -22,818 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,789 shares; 2025Q3: not reported; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares; 2026Q2: 12,397 shares 12,397 $343K 0.08% +4,772 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: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: not reported; 2025Q4: 3,789 shares; 2026Q1: 3,916 shares; 2026Q2: 4,199 shares 4,199 $341K 0.08% +283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27 shares; 2026Q2: 3,146 shares 3,146 $339K 0.08% +3,119 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: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,216 shares; 2026Q2: 3,479 shares 3,479 $329K 0.07% +2,263 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: 380 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares; 2026Q2: 1,713 shares 1,713 $329K 0.07% +28 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 949 shares; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 955 shares; 2026Q2: 972 shares 972 $326K 0.07% +17 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: 1,033 shares; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,337 shares; 2026Q2: 1,720 shares 1,720 $326K 0.07% +383 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: 2,734 shares; 2025Q3: 2,776 shares; 2025Q4: 3,417 shares; 2026Q1: 3,248 shares; 2026Q2: 3,936 shares 3,936 $325K 0.07% +688 Timeline FDEV 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: 285 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 590 shares; 2026Q2: 9,088 shares 9,088 $323K 0.07% +8,498 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: not reported; 2025Q4: 1,335 shares; 2026Q1: 1,310 shares; 2026Q2: 1,532 shares 1,532 $320K 0.07% +222 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: 5,689 shares; 2024Q4: 5,333 shares; 2025Q1: 4,708 shares; 2025Q2: 3,585 shares; 2025Q3: 3,410 shares; 2025Q4: 3,324 shares; 2026Q1: 3,601 shares; 2026Q2: 3,448 shares 3,448 $318K 0.07% -153 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 1,272 shares; 2025Q3: not reported; 2025Q4: 1,531 shares; 2026Q1: 1,539 shares; 2026Q2: 2,234 shares 2,234 $317K 0.07% +695 Timeline PWZ 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: 10,106 shares; 2025Q1: 10,106 shares; 2025Q2: 10,106 shares; 2025Q3: 10,106 shares; 2025Q4: 10,106 shares; 2026Q1: 10,106 shares; 2026Q2: 12,857 shares 12,857 $315K 0.07% +2,751 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 534 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,203 shares; 2026Q2: 3,024 shares 3,024 $314K 0.07% +821 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: 282 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429 shares; 2026Q2: 487 shares 487 $311K 0.07% +58 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,133 shares; 2025Q1: 1,005 shares; 2025Q2: 1,178 shares; 2025Q3: 1,165 shares; 2025Q4: 1,217 shares; 2026Q1: 1,240 shares; 2026Q2: 1,140 shares 1,140 $308K 0.07% -100 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: 2,563 shares; 2026Q1: 2,675 shares; 2026Q2: 3,419 shares 3,419 $303K 0.07% +744 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,375 shares; 2024Q4: 26,618 shares; 2025Q1: 25,581 shares; 2025Q2: 23,943 shares; 2025Q3: 23,943 shares; 2025Q4: 21,280 shares; 2026Q1: 20,889 shares; 2026Q2: 12,048 shares 12,048 $302K 0.07% -8,841 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,647 shares; 2024Q4: 6,320 shares; 2025Q1: not reported; 2025Q2: 5,347 shares; 2025Q3: 5,049 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,086 shares 5,086 $302K 0.07% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $302K 0.07% new 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: 946 shares; 2025Q2: 997 shares; 2025Q3: 891 shares; 2025Q4: 1,006 shares; 2026Q1: 1,026 shares; 2026Q2: 1,073 shares 1,073 $302K 0.07% +47 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: not reported; 2025Q4: 1,983 shares; 2026Q1: 2,220 shares; 2026Q2: 2,328 shares 2,328 $299K 0.07% +108 Timeline FDRR 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: 72 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 4,604 shares 4,604 $299K 0.07% +4,271 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: 1,341 shares; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: 1,582 shares; 2026Q2: 1,689 shares 1,689 $298K 0.07% +107 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: not reported; 2025Q2: 6,885 shares; 2025Q3: 6,144 shares; 2025Q4: 8,342 shares; 2026Q1: 6,226 shares; 2026Q2: 4,887 shares 4,887 $297K 0.07% -1,339 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: not reported; 2025Q2: 1,213 shares; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,439 shares; 2026Q2: 1,603 shares 1,603 $290K 0.07% +164 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $287K 0.07% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: 2,797 shares; 2025Q4: 1,830 shares; 2026Q1: 1,753 shares; 2026Q2: 1,534 shares 1,534 $283K 0.06% -219 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,609 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,318 shares; 2026Q2: 17,212 shares 17,212 $282K 0.06% +9,894 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: 90 shares; 2026Q2: 5,422 shares 5,422 $278K 0.06% +5,332 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,282 shares; 2024Q4: 3,680 shares; 2025Q1: 3,498 shares; 2025Q2: 3,389 shares; 2025Q3: 3,448 shares; 2025Q4: 2,896 shares; 2026Q1: 2,611 shares; 2026Q2: 2,399 shares 2,399 $274K 0.06% -212 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 4,582 shares; 2025Q1: 4,411 shares; 2025Q2: 4,017 shares; 2025Q3: 4,000 shares; 2025Q4: 3,997 shares; 2026Q1: 1,248 shares; 2026Q2: 1,325 shares 1,325 $273K 0.06% +77 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: 1,255 shares; 2025Q3: not reported; 2025Q4: 1,678 shares; 2026Q1: 1,679 shares; 2026Q2: 1,950 shares 1,950 $273K 0.06% +271 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: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: 1,427 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,724 shares 1,724 $273K 0.06% -2 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: not reported; 2025Q1: not reported; 2025Q2: 3,614 shares; 2025Q3: 3,560 shares; 2025Q4: 3,694 shares; 2026Q1: 3,826 shares; 2026Q2: 3,817 shares 3,817 $272K 0.06% -9 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: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 1,512 shares; 2026Q2: 1,637 shares 1,637 $271K 0.06% +125 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: 6,384 shares; 2024Q4: 6,523 shares; 2025Q1: 5,144 shares; 2025Q2: 2,380 shares; 2025Q3: 2,253 shares; 2025Q4: 2,041 shares; 2026Q1: 2,185 shares; 2026Q2: 2,282 shares 2,282 $266K 0.06% +97 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 599 shares; 2025Q1: 1,607 shares; 2025Q2: 1,297 shares; 2025Q3: 1,254 shares; 2025Q4: 1,198 shares; 2026Q1: 1,100 shares; 2026Q2: 998 shares 998 $260K 0.06% -102 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: 541 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 652 shares 652 $259K 0.06% +35 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: not reported; 2024Q4: not reported; 2025Q1: 12,031 shares; 2025Q2: 12,544 shares; 2025Q3: 12,313 shares; 2025Q4: 12,259 shares; 2026Q1: 13,670 shares; 2026Q2: 12,482 shares 12,482 $258K 0.06% -1,188 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: 395 shares; 2024Q4: 353 shares; 2025Q1: 341 shares; 2025Q2: 352 shares; 2025Q3: 359 shares; 2025Q4: 2,204 shares; 2026Q1: 2,233 shares; 2026Q2: 2,598 shares 2,598 $258K 0.06% +365 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,888 shares; 2024Q4: 10,154 shares; 2025Q1: not reported; 2025Q2: 1,219 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,184 shares; 2026Q2: 2,932 shares 2,932 $253K 0.06% +1,748 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 2,916 shares 2,916 $251K 0.06% +2,430 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980 shares; 2024Q4: 3,170 shares; 2025Q1: 3,030 shares; 2025Q2: 4,201 shares; 2025Q3: 4,200 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares; 2026Q2: 3,197 shares 3,197 $249K 0.06% +537 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: 2,644 shares; 2024Q4: 2,645 shares; 2025Q1: not reported; 2025Q2: 3,626 shares; 2025Q3: 2,644 shares; 2025Q4: not reported; 2026Q1: 2,338 shares; 2026Q2: 2,942 shares 2,942 $243K 0.06% +604 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: 10,430 shares; 2024Q4: 8,945 shares; 2025Q1: 9,183 shares; 2025Q2: 9,291 shares; 2025Q3: 9,253 shares; 2025Q4: 3,667 shares; 2026Q1: 3,679 shares; 2026Q2: 3,328 shares 3,328 $240K 0.05% -351 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: 710 shares; 2025Q2: 648 shares; 2025Q3: 653 shares; 2025Q4: 764 shares; 2026Q1: 850 shares; 2026Q2: 585 shares 585 $240K 0.05% -265 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: 2,461 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,383 shares; 2026Q2: 5,602 shares 5,602 $234K 0.05% +1,219 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,154 shares; 2024Q4: 4,155 shares; 2025Q1: 5,105 shares; 2025Q2: 4,641 shares; 2025Q3: 4,261 shares; 2025Q4: 3,885 shares; 2026Q1: 3,887 shares; 2026Q2: 3,755 shares 3,755 $234K 0.05% -132 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: 1,108 shares; 2026Q1: 896 shares; 2026Q2: 1,228 shares 1,228 $233K 0.05% +332 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 894 shares 894 $233K 0.05% -16 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: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 447 shares 447 $232K 0.05% +47 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: 460 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares; 2026Q2: 1,217 shares 1,217 $232K 0.05% -94 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: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,050 shares; 2026Q2: 1,037 shares 1,037 $232K 0.05% -13 Timeline ILDR 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: 2,228 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,439 shares; 2026Q2: 5,898 shares 5,898 $231K 0.05% +1,459 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: 310 shares; 2025Q3: not reported; 2025Q4: 2,619 shares; 2026Q1: 375 shares; 2026Q2: 777 shares 777 $231K 0.05% +402 Timeline FIVA 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: 208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 411 shares; 2026Q2: 5,996 shares 5,996 $231K 0.05% +5,585 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 2,109 shares 2,109 $230K 0.05% +2,069 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,897 shares; 2025Q1: 4,162 shares; 2025Q2: 4,185 shares; 2025Q3: 4,227 shares; 2025Q4: 5,686 shares; 2026Q1: 5,883 shares; 2026Q2: 1,562 shares 1,562 $229K 0.05% -4,321 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: 579 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,243 shares; 2026Q2: 1,427 shares 1,427 $224K 0.05% +184 Timeline FQAL 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: 836 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 2,741 shares 2,741 $223K 0.05% +1,770 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: 692 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918 shares; 2026Q2: 870 shares 870 $222K 0.05% -48 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: not reported; 2025Q1: not reported; 2025Q2: 286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 518 shares 518 $221K 0.05% +67 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: 928 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,882 shares; 2026Q2: 2,836 shares 2,836 $220K 0.05% +954 Timeline MISL 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: 794 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,669 shares; 2026Q2: 4,793 shares 4,793 $219K 0.05% +124 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,248 shares; 2025Q3: 6,006 shares; 2025Q4: 5,998 shares; 2026Q1: 6,123 shares; 2026Q2: 1,955 shares 1,955 $219K 0.05% -4,168 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: 1,009 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares; 2026Q2: 1,282 shares 1,282 $218K 0.05% -32 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: 917 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares; 2026Q2: 1,435 shares 1,435 $217K 0.05% +65 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: 2,399 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 2,130 shares; 2025Q4: 2,162 shares; 2026Q1: 1,994 shares; 2026Q2: 2,232 shares 2,232 $215K 0.05% +238 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 248 shares 248 $213K 0.05% -2 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,927 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,439 shares; 2026Q2: 10,637 shares 10,637 $212K 0.05% +3,198 Timeline TOPT 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: 6,395 shares 6,395 $211K 0.05% new 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: 769 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946 shares; 2026Q2: 936 shares 936 $209K 0.05% -10 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: 167 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 219 shares; 2026Q2: 329 shares 329 $208K 0.05% +110 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares; 2026Q2: 2,171 shares 2,171 $206K 0.05% +175 Timeline GNMA 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: 990 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,513 shares; 2026Q2: 4,667 shares 4,667 $206K 0.05% +1,154 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: 1,084 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 2,980 shares 2,980 $204K 0.05% +1,575 Timeline FVAL 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: 982 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 2,593 shares 2,593 $202K 0.05% +1,622 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: not reported; 2025Q1: 1,508 shares; 2025Q2: 1,881 shares; 2025Q3: 1,782 shares; 2025Q4: not reported; 2026Q1: 1,510 shares; 2026Q2: 1,705 shares 1,705 $201K 0.05% +195 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,451 shares; 2026Q2: 14,034 shares 14,034 $194K 0.04% +4,583 Timeline