STXF 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: 90,034 shares; 2024Q4: 214,623 shares; 2025Q1: 241,361 shares; 2025Q2: 262,950 shares; 2025Q3: 324,864 shares; 2025Q4: 412,666 shares; 2026Q1: 485,633 shares; 2026Q2: 585,228 shares 585,228 $28.3M 4.4% +99,595 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902,957 shares; 2024Q4: 822,878 shares; 2025Q1: 768,222 shares; 2025Q2: 672,397 shares; 2025Q3: 659,245 shares; 2025Q4: 592,111 shares; 2026Q1: 475,638 shares; 2026Q2: 510,939 shares 510,939 $25.7M 4% +35,301 Timeline BUXX 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: 279,872 shares; 2024Q4: 568,608 shares; 2025Q1: 815,879 shares; 2025Q2: 987,926 shares; 2025Q3: 936,920 shares; 2025Q4: 889,079 shares; 2026Q1: 1,051,108 shares; 2026Q2: 1,152,858 shares 1,152,858 $23.3M 3.63% +101,750 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: 14,606 shares; 2024Q4: 261,409 shares; 2025Q1: 301,261 shares; 2025Q2: 288,092 shares; 2025Q3: 300,852 shares; 2025Q4: 312,724 shares; 2026Q1: 386,047 shares; 2026Q2: 386,777 shares 386,777 $23.1M 3.59% +730 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: 11,825 shares; 2024Q4: 13,851 shares; 2025Q1: 15,302 shares; 2025Q2: 20,872 shares; 2025Q3: 21,341 shares; 2025Q4: 24,519 shares; 2026Q1: 25,105 shares; 2026Q2: 30,316 shares 30,316 $20.8M 3.24% +5,211 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,148 shares; 2026Q1: 91,310 shares; 2026Q2: 216,968 shares 216,968 $19.5M 3.04% +125,658 Timeline STXV 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: 569,268 shares; 2024Q4: 594,377 shares; 2025Q1: 582,384 shares; 2025Q2: 587,680 shares; 2025Q3: 627,712 shares; 2025Q4: 550,171 shares; 2026Q1: 517,058 shares; 2026Q2: 461,106 shares 461,106 $17.5M 2.72% -55,952 Timeline STXG 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: 294,602 shares; 2024Q4: 312,150 shares; 2025Q1: 371,722 shares; 2025Q2: 385,237 shares; 2025Q3: 409,872 shares; 2025Q4: 352,079 shares; 2026Q1: 333,587 shares; 2026Q2: 304,649 shares 304,649 $16.8M 2.62% -28,938 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,229 shares; 2026Q2: 542,065 shares 542,065 $11.3M 1.75% +445,836 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: 15,850 shares; 2024Q4: 16,480 shares; 2025Q1: 17,212 shares; 2025Q2: 19,040 shares; 2025Q3: 21,074 shares; 2025Q4: 25,360 shares; 2026Q1: 26,810 shares; 2026Q2: 135,516 shares 135,516 $10.9M 1.7% +108,706 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,949 shares; 2024Q4: 6,713 shares; 2025Q1: 6,772 shares; 2025Q2: 9,487 shares; 2025Q3: 9,307 shares; 2025Q4: 9,917 shares; 2026Q1: 12,141 shares; 2026Q2: 13,303 shares 13,303 $9.96M 1.55% +1,162 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,402 shares; 2025Q4: 144,540 shares; 2026Q1: 118,372 shares; 2026Q2: 96,513 shares 96,513 $9.72M 1.51% -21,859 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: 13,937 shares; 2024Q4: 14,870 shares; 2025Q1: 15,445 shares; 2025Q2: 18,495 shares; 2025Q3: 18,429 shares; 2025Q4: 19,093 shares; 2026Q1: 18,216 shares; 2026Q2: 110,420 shares 110,420 $9.51M 1.48% +92,204 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,549 shares; 2024Q4: 37,060 shares; 2025Q1: 36,662 shares; 2025Q2: 38,205 shares; 2025Q3: 35,937 shares; 2025Q4: 36,051 shares; 2026Q1: 36,050 shares; 2026Q2: 40,800 shares 40,800 $8.89M 1.38% +4,750 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: 15,052 shares; 2024Q4: 15,438 shares; 2025Q1: 15,860 shares; 2025Q2: 22,794 shares; 2025Q3: 23,395 shares; 2025Q4: 25,803 shares; 2026Q1: 25,603 shares; 2026Q2: 28,148 shares 28,148 $8.14M 1.27% +2,545 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: 18,801 shares; 2024Q4: 19,023 shares; 2025Q1: 18,542 shares; 2025Q2: 18,901 shares; 2025Q3: 19,313 shares; 2025Q4: 18,399 shares; 2026Q1: 20,455 shares; 2026Q2: 58,555 shares 58,555 $8.05M 1.25% +38,100 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,756 shares; 2025Q1: 23,458 shares; 2025Q2: 42,325 shares; 2025Q3: 61,451 shares; 2025Q4: 214,333 shares; 2026Q1: 275,570 shares; 2026Q2: 295,352 shares 295,352 $7.73M 1.2% +19,782 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: 7,648 shares; 2026Q2: 205,733 shares 205,733 $7.53M 1.17% +198,085 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: 6,140 shares; 2024Q4: 6,736 shares; 2025Q1: 7,531 shares; 2025Q2: 10,102 shares; 2025Q3: 10,601 shares; 2025Q4: 10,070 shares; 2026Q1: 10,175 shares; 2026Q2: 9,852 shares 9,852 $7.25M 1.13% -323 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: 10,658 shares; 2024Q4: 10,897 shares; 2025Q1: 11,057 shares; 2025Q2: 13,727 shares; 2025Q3: 14,254 shares; 2025Q4: 15,995 shares; 2026Q1: 17,481 shares; 2026Q2: 19,084 shares 19,084 $7.12M 1.11% +1,603 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: 12,133 shares; 2024Q4: 11,999 shares; 2025Q1: 11,823 shares; 2025Q2: 11,900 shares; 2025Q3: 10,334 shares; 2025Q4: 10,689 shares; 2026Q1: 12,126 shares; 2026Q2: 30,955 shares 30,955 $7.03M 1.09% +18,829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,544 shares; 2026Q1: 147,138 shares; 2026Q2: 101,873 shares 101,873 $6.93M 1.08% -45,265 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: 15,669 shares; 2024Q4: 16,046 shares; 2025Q1: 16,322 shares; 2025Q2: 22,443 shares; 2025Q3: 22,639 shares; 2025Q4: 23,787 shares; 2026Q1: 25,659 shares; 2026Q2: 27,513 shares 27,513 $6.56M 1.02% +1,854 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,217 shares; 2024Q4: 76,754 shares; 2025Q1: 74,315 shares; 2025Q2: 74,260 shares; 2025Q3: 72,634 shares; 2025Q4: 86,679 shares; 2026Q1: 115,601 shares; 2026Q2: 131,550 shares 131,550 $6.48M 1.01% +15,949 Timeline DFEB 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: 75,681 shares; 2025Q2: 127,730 shares; 2025Q3: 122,825 shares; 2025Q4: 111,876 shares; 2026Q1: 110,512 shares; 2026Q2: 121,216 shares 121,216 $6.12M 0.95% +10,704 Timeline GARP 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: 25,203 shares; 2026Q1: 51,119 shares; 2026Q2: 69,655 shares 69,655 $5.75M 0.89% +18,536 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: 10,895 shares; 2024Q4: 11,035 shares; 2025Q1: 10,095 shares; 2025Q2: 12,629 shares; 2025Q3: 13,391 shares; 2025Q4: 13,957 shares; 2026Q1: 14,538 shares; 2026Q2: 15,742 shares 15,742 $5.63M 0.87% +1,204 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: 40,872 shares; 2024Q4: 43,318 shares; 2025Q1: 41,723 shares; 2025Q2: 45,941 shares; 2025Q3: 45,817 shares; 2025Q4: 38,769 shares; 2026Q1: 34,939 shares; 2026Q2: 34,011 shares 34,011 $5.37M 0.84% -928 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: 3,602 shares; 2024Q4: 3,581 shares; 2025Q1: 7,192 shares; 2025Q2: 6,309 shares; 2025Q3: 6,064 shares; 2025Q4: 5,917 shares; 2026Q1: 6,710 shares; 2026Q2: 7,051 shares 7,051 $5.27M 0.82% +341 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 14,268 shares; 2025Q4: 29,397 shares; 2026Q1: 35,934 shares; 2026Q2: 39,737 shares 39,737 $4.96M 0.77% +3,803 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: 12,333 shares; 2024Q4: 13,062 shares; 2025Q1: 13,337 shares; 2025Q2: 15,292 shares; 2025Q3: 18,067 shares; 2025Q4: 18,697 shares; 2026Q1: 21,731 shares; 2026Q2: 23,634 shares 23,634 $4.73M 0.74% +1,903 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,480 shares; 2026Q1: 86,826 shares; 2026Q2: 82,204 shares 82,204 $4.33M 0.67% -4,622 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: 19,838 shares; 2024Q4: 20,013 shares; 2025Q1: 26,450 shares; 2025Q2: 26,960 shares; 2025Q3: 24,175 shares; 2025Q4: 25,226 shares; 2026Q1: 24,854 shares; 2026Q2: 38,034 shares 38,034 $4.31M 0.67% +13,180 Timeline SPHQ 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: 17,458 shares; 2024Q4: 15,808 shares; 2025Q1: 15,808 shares; 2025Q2: 15,728 shares; 2025Q3: 14,789 shares; 2025Q4: 33,876 shares; 2026Q1: 42,091 shares; 2026Q2: 47,068 shares 47,068 $4.24M 0.66% +4,977 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: 14,799 shares; 2024Q4: 14,315 shares; 2025Q1: 14,261 shares; 2025Q2: 17,038 shares; 2025Q3: 16,642 shares; 2025Q4: 15,570 shares; 2026Q1: 16,737 shares; 2026Q2: 17,503 shares 17,503 $4.14M 0.64% +766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,835 shares; 2025Q3: 18,390 shares; 2025Q4: 66,538 shares; 2026Q1: 85,039 shares; 2026Q2: 87,568 shares 87,568 $3.98M 0.62% +2,529 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,255 shares; 2026Q1: 26,807 shares; 2026Q2: 41,473 shares 41,473 $3.7M 0.58% +14,666 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: 3,299 shares; 2024Q4: 4,097 shares; 2025Q1: 4,977 shares; 2025Q2: 7,553 shares; 2025Q3: 8,927 shares; 2025Q4: 8,911 shares; 2026Q1: 8,408 shares; 2026Q2: 9,845 shares 9,845 $3.64M 0.57% +1,437 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,340 shares; 2026Q1: 85,683 shares; 2026Q2: 89,759 shares 89,759 $3.6M 0.56% +4,076 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,208 shares; 2026Q1: 59,316 shares; 2026Q2: 58,716 shares 58,716 $3.54M 0.55% -600 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: 5,881 shares; 2024Q4: 5,802 shares; 2025Q1: 5,981 shares; 2025Q2: 6,993 shares; 2025Q3: 7,301 shares; 2025Q4: 7,771 shares; 2026Q1: 8,188 shares; 2026Q2: 9,334 shares 9,334 $3.53M 0.55% +1,146 Timeline AFIX ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; 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: 136,289 shares 136,289 $3.38M 0.53% new 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: 113,117 shares 113,117 $3.17M 0.49% new 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; 2024Q3: 10,667 shares; 2024Q4: 27,459 shares; 2025Q1: 28,036 shares; 2025Q2: 29,536 shares; 2025Q3: 29,329 shares; 2025Q4: 62,019 shares; 2026Q1: 51,636 shares; 2026Q2: 59,546 shares 59,546 $3.16M 0.49% +7,910 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: 2,995 shares; 2024Q4: 2,985 shares; 2025Q1: 3,025 shares; 2025Q2: 4,065 shares; 2025Q3: 4,055 shares; 2025Q4: 4,923 shares; 2026Q1: 4,869 shares; 2026Q2: 12,288 shares 12,288 $3.12M 0.49% +7,419 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: 1,738 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 2,482 shares; 2025Q3: 3,591 shares; 2025Q4: 3,849 shares; 2026Q1: 4,315 shares; 2026Q2: 7,230 shares 7,230 $3.04M 0.47% +2,915 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: 5,341 shares; 2024Q4: 5,306 shares; 2025Q1: 5,245 shares; 2025Q2: 5,747 shares; 2025Q3: 5,780 shares; 2025Q4: 7,281 shares; 2026Q1: 7,498 shares; 2026Q2: 7,917 shares 7,917 $2.9M 0.45% +419 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,164 shares; 2026Q1: 63,333 shares; 2026Q2: 68,290 shares 68,290 $2.77M 0.43% +4,957 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116,774 shares 116,774 $2.66M 0.41% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,762 shares; 2024Q4: 16,868 shares; 2025Q1: 16,710 shares; 2025Q2: 17,953 shares; 2025Q3: 17,938 shares; 2025Q4: 17,639 shares; 2026Q1: 17,486 shares; 2026Q2: 18,095 shares 18,095 $2.65M 0.41% +609 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,270 shares; 2026Q1: 22,097 shares; 2026Q2: 25,791 shares 25,791 $2.62M 0.41% +3,694 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: 3,712 shares; 2024Q4: 4,122 shares; 2025Q1: 4,134 shares; 2025Q2: 5,729 shares; 2025Q3: 6,690 shares; 2025Q4: 6,797 shares; 2026Q1: 7,119 shares; 2026Q2: 7,377 shares 7,377 $2.61M 0.41% +258 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,183 shares; 2024Q4: 6,872 shares; 2025Q1: 6,733 shares; 2025Q2: 6,964 shares; 2025Q3: 6,787 shares; 2025Q4: 8,722 shares; 2026Q1: 7,439 shares; 2026Q2: 7,418 shares 7,418 $2.55M 0.4% -21 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: 4,523 shares; 2024Q4: 4,365 shares; 2025Q1: 4,364 shares; 2025Q2: 7,022 shares; 2025Q3: 6,665 shares; 2025Q4: 7,733 shares; 2026Q1: 7,611 shares; 2026Q2: 7,770 shares 7,770 $2.54M 0.4% +159 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; 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: 87,628 shares; 2026Q2: 96,077 shares 96,077 $2.47M 0.38% +8,449 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,403 shares; 2026Q2: 25,286 shares 25,286 $2.44M 0.38% +18,883 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 23,038 shares; 2025Q1: 22,351 shares; 2025Q2: 21,563 shares; 2025Q3: 20,821 shares; 2025Q4: 24,914 shares; 2026Q1: 24,735 shares; 2026Q2: 30,613 shares 30,613 $2.43M 0.38% +5,878 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,854 shares; 2026Q1: 7,243 shares; 2026Q2: 15,036 shares 15,036 $2.43M 0.38% +7,793 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,599 shares; 2024Q4: 17,798 shares; 2025Q1: 17,644 shares; 2025Q2: 18,063 shares; 2025Q3: 18,347 shares; 2025Q4: 17,395 shares; 2026Q1: 16,871 shares; 2026Q2: 17,622 shares 17,622 $2.41M 0.37% +751 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,959 shares; 2025Q2: 24,116 shares; 2025Q3: 24,791 shares; 2025Q4: 24,387 shares; 2026Q1: 25,779 shares; 2026Q2: 29,556 shares 29,556 $2.4M 0.37% +3,777 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,914 shares 6,914 $2.37M 0.37% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,179 shares; 2024Q4: 5,004 shares; 2025Q1: 4,581 shares; 2025Q2: 4,229 shares; 2025Q3: 4,321 shares; 2025Q4: 11,546 shares; 2026Q1: 12,990 shares; 2026Q2: 48,865 shares 48,865 $2.37M 0.37% +35,875 Timeline BIV 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: 9,099 shares; 2024Q4: 9,486 shares; 2025Q1: 8,695 shares; 2025Q2: 9,694 shares; 2025Q3: 9,252 shares; 2025Q4: 24,737 shares; 2026Q1: 29,896 shares; 2026Q2: 30,007 shares 30,007 $2.3M 0.36% +111 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: 10,346 shares; 2024Q4: 16,335 shares; 2025Q1: 16,931 shares; 2025Q2: 21,765 shares; 2025Q3: 21,376 shares; 2025Q4: 21,251 shares; 2026Q1: 32,256 shares; 2026Q2: 60,945 shares 60,945 $2.23M 0.35% +28,689 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,392 shares; 2026Q1: 19,522 shares; 2026Q2: 36,809 shares 36,809 $2.2M 0.34% +17,287 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: 10,250 shares; 2024Q4: 9,794 shares; 2025Q1: 9,711 shares; 2025Q2: 10,888 shares; 2025Q3: 10,791 shares; 2025Q4: 10,740 shares; 2026Q1: 10,508 shares; 2026Q2: 11,670 shares 11,670 $2.2M 0.34% +1,162 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,598 shares; 2024Q4: 6,682 shares; 2025Q1: 6,683 shares; 2025Q2: 8,784 shares; 2025Q3: 8,541 shares; 2025Q4: 8,375 shares; 2026Q1: 8,374 shares; 2026Q2: 8,545 shares 8,545 $2.18M 0.34% +171 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: 21,214 shares 21,214 $2.14M 0.33% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,853 shares; 2025Q2: 3,176 shares; 2025Q3: 3,970 shares; 2025Q4: 7,798 shares; 2026Q1: 10,331 shares; 2026Q2: 9,703 shares 9,703 $2.13M 0.33% -628 Timeline GNOV 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: 33,963 shares; 2024Q4: 52,601 shares; 2025Q1: 54,325 shares; 2025Q2: 53,750 shares; 2025Q3: 53,090 shares; 2025Q4: 51,424 shares; 2026Q1: 50,520 shares; 2026Q2: 50,165 shares 50,165 $2.1M 0.33% -355 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 19,888 shares; 2026Q1: 38,624 shares; 2026Q2: 41,019 shares 41,019 $2.08M 0.32% +2,395 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,745 shares; 2025Q1: 3,111 shares; 2025Q2: 3,116 shares; 2025Q3: 3,128 shares; 2025Q4: 2,989 shares; 2026Q1: 2,971 shares; 2026Q2: 3,956 shares 3,956 $2.07M 0.32% +985 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,951 shares; 2024Q4: 4,822 shares; 2025Q1: 4,859 shares; 2025Q2: 4,802 shares; 2025Q3: 4,627 shares; 2025Q4: 5,142 shares; 2026Q1: 5,122 shares; 2026Q2: 5,643 shares 5,643 $2.06M 0.32% +521 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,046 shares; 2025Q3: 8,023 shares; 2025Q4: 112,593 shares; 2026Q1: 151,508 shares; 2026Q2: 22,779 shares 22,779 $2M 0.31% -128,729 Timeline GMAR 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: 56,518 shares; 2024Q4: 56,518 shares; 2025Q1: 57,056 shares; 2025Q2: 54,496 shares; 2025Q3: 50,618 shares; 2025Q4: 47,003 shares; 2026Q1: 44,893 shares; 2026Q2: 45,171 shares 45,171 $2M 0.31% +278 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: 11,129 shares; 2024Q4: 13,231 shares; 2025Q1: 13,551 shares; 2025Q2: 13,027 shares; 2025Q3: 13,370 shares; 2025Q4: 14,749 shares; 2026Q1: 11,694 shares; 2026Q2: 26,759 shares 26,759 $1.96M 0.31% +15,065 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83,092 shares 83,092 $1.95M 0.3% new Timeline GOCT 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: 51,695 shares; 2024Q4: 51,465 shares; 2025Q1: 48,965 shares; 2025Q2: 47,115 shares; 2025Q3: 45,865 shares; 2025Q4: 49,588 shares; 2026Q1: 49,610 shares; 2026Q2: 46,694 shares 46,694 $1.94M 0.3% -2,916 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: 3,414 shares; 2024Q4: 12,081 shares; 2025Q1: 12,945 shares; 2025Q2: 13,848 shares; 2025Q3: 14,164 shares; 2025Q4: 19,124 shares; 2026Q1: 19,131 shares; 2026Q2: 23,076 shares 23,076 $1.92M 0.3% +3,945 Timeline STXT 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: 90,219 shares; 2024Q4: 110,390 shares; 2025Q1: 129,735 shares; 2025Q2: 134,624 shares; 2025Q3: 150,332 shares; 2025Q4: 122,355 shares; 2026Q1: 103,751 shares; 2026Q2: 96,946 shares 96,946 $1.9M 0.3% -6,805 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 6,245 shares; 2025Q1: 6,587 shares; 2025Q2: 7,323 shares; 2025Q3: 7,702 shares; 2025Q4: 9,970 shares; 2026Q1: 10,701 shares; 2026Q2: 11,959 shares 11,959 $1.9M 0.3% +1,258 Timeline PMMF 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: 3,868 shares; 2025Q4: 11,149 shares; 2026Q1: 13,042 shares; 2026Q2: 18,780 shares 18,780 $1.88M 0.29% +5,738 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,470 shares 36,470 $1.84M 0.29% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,355 shares; 2024Q4: 17,450 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 17,566 shares; 2025Q4: 16,624 shares; 2026Q1: 16,569 shares; 2026Q2: 16,398 shares 16,398 $1.81M 0.28% -171 Timeline STXK 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: 69,884 shares; 2024Q4: 72,415 shares; 2025Q1: 83,322 shares; 2025Q2: 86,039 shares; 2025Q3: 77,890 shares; 2025Q4: 58,230 shares; 2026Q1: 50,305 shares; 2026Q2: 46,043 shares 46,043 $1.79M 0.28% -4,262 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,403 shares; 2024Q4: 18,382 shares; 2025Q1: 16,243 shares; 2025Q2: 21,176 shares; 2025Q3: 20,586 shares; 2025Q4: 19,693 shares; 2026Q1: 19,808 shares; 2026Q2: 23,410 shares 23,410 $1.77M 0.28% +3,602 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: 5,430 shares; 2024Q4: 4,747 shares; 2025Q1: 4,663 shares; 2025Q2: 5,189 shares; 2025Q3: 4,913 shares; 2025Q4: 5,625 shares; 2026Q1: 5,696 shares; 2026Q2: 5,822 shares 5,822 $1.76M 0.27% +126 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: 8,781 shares; 2024Q4: 8,798 shares; 2025Q1: 10,007 shares; 2025Q2: 10,918 shares; 2025Q3: 11,744 shares; 2025Q4: 9,894 shares; 2026Q1: 9,862 shares; 2026Q2: 10,439 shares 10,439 $1.73M 0.27% +577 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,966 shares; 2024Q4: 7,337 shares; 2025Q1: 7,329 shares; 2025Q2: 7,374 shares; 2025Q3: 7,030 shares; 2025Q4: 5,764 shares; 2026Q1: 5,112 shares; 2026Q2: 5,526 shares 5,526 $1.69M 0.26% +414 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,998 shares; 2026Q1: 34,686 shares; 2026Q2: 38,933 shares 38,933 $1.64M 0.26% +4,247 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,130 shares; 2025Q1: 5,129 shares; 2025Q2: 5,250 shares; 2025Q3: 5,124 shares; 2025Q4: 6,189 shares; 2026Q1: 6,249 shares; 2026Q2: 6,606 shares 6,606 $1.61M 0.25% +357 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: 1,152 shares; 2024Q4: 1,182 shares; 2025Q1: 1,220 shares; 2025Q2: 1,339 shares; 2025Q3: 1,785 shares; 2025Q4: 2,073 shares; 2026Q1: 2,533 shares; 2026Q2: 2,837 shares 2,837 $1.6M 0.25% +304 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,733 shares; 2026Q2: 12,476 shares 12,476 $1.59M 0.25% +2,743 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,448 shares; 2026Q2: 44,482 shares 44,482 $1.58M 0.25% +34 Timeline QMMY 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: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 20,250 shares; 2025Q3: 20,045 shares; 2025Q4: 20,045 shares; 2026Q1: 20,045 shares; 2026Q2: 58,884 shares 58,884 $1.56M 0.24% +38,839 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: 4,987 shares; 2024Q4: 4,159 shares; 2025Q1: 3,817 shares; 2025Q2: 3,869 shares; 2025Q3: 3,906 shares; 2025Q4: 4,016 shares; 2026Q1: 4,233 shares; 2026Q2: 5,021 shares 5,021 $1.52M 0.24% +788 Timeline DMAR 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: 18,194 shares; 2024Q4: 18,194 shares; 2025Q1: 18,194 shares; 2025Q2: 38,126 shares; 2025Q3: 38,126 shares; 2025Q4: 36,166 shares; 2026Q1: 34,537 shares; 2026Q2: 33,877 shares 33,877 $1.52M 0.24% -660 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: 249 shares; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 514 shares; 2025Q3: 598 shares; 2025Q4: 678 shares; 2026Q1: 738 shares; 2026Q2: 1,251 shares 1,251 $1.5M 0.23% +513 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,943 shares; 2026Q1: 11,866 shares; 2026Q2: 11,344 shares 11,344 $1.45M 0.23% -522 Timeline RWL 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: 12,581 shares; 2025Q2: 13,364 shares; 2025Q3: 12,745 shares; 2025Q4: 12,414 shares; 2026Q1: 12,338 shares; 2026Q2: 11,348 shares 11,348 $1.45M 0.23% -990 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,561 shares 64,561 $1.44M 0.22% new 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: 1,678 shares; 2024Q4: 1,728 shares; 2025Q1: 1,744 shares; 2025Q2: 2,500 shares; 2025Q3: 2,314 shares; 2025Q4: 2,421 shares; 2026Q1: 2,162 shares; 2026Q2: 2,844 shares 2,844 $1.42M 0.22% +682 Timeline PSFO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,122 shares; 2026Q1: 46,726 shares; 2026Q2: 40,688 shares 40,688 $1.41M 0.22% -6,038 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: 19,883 shares; 2024Q4: 15,330 shares; 2025Q1: 16,001 shares; 2025Q2: 16,683 shares; 2025Q3: 14,754 shares; 2025Q4: 18,190 shares; 2026Q1: 18,774 shares; 2026Q2: 19,679 shares 19,679 $1.4M 0.22% +905 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,084 shares; 2025Q3: 2,168 shares; 2025Q4: 2,136 shares; 2026Q1: 2,671 shares; 2026Q2: 2,395 shares 2,395 $1.39M 0.22% -276 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: 1,037 shares; 2024Q4: 1,107 shares; 2025Q1: 1,073 shares; 2025Q2: 1,582 shares; 2025Q3: 1,566 shares; 2025Q4: 1,256 shares; 2026Q1: 2,132 shares; 2026Q2: 11,059 shares 11,059 $1.37M 0.21% +8,927 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: 2,535 shares; 2024Q4: 2,609 shares; 2025Q1: 2,597 shares; 2025Q2: 3,323 shares; 2025Q3: 3,382 shares; 2025Q4: 3,380 shares; 2026Q1: 3,773 shares; 2026Q2: 3,952 shares 3,952 $1.36M 0.21% +179 Timeline VOE 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: 4,686 shares; 2024Q4: 4,721 shares; 2025Q1: 4,580 shares; 2025Q2: 5,445 shares; 2025Q3: 5,104 shares; 2025Q4: 4,680 shares; 2026Q1: 4,279 shares; 2026Q2: 6,669 shares 6,669 $1.32M 0.2% +2,390 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,441 shares; 2026Q2: 24,112 shares 24,112 $1.3M 0.2% +12,671 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,629 shares; 2026Q1: 15,124 shares; 2026Q2: 16,644 shares 16,644 $1.29M 0.2% +1,520 Timeline SHOC 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: 11,349 shares; 2025Q1: 13,829 shares; 2025Q2: 13,125 shares; 2025Q3: 12,540 shares; 2025Q4: 11,072 shares; 2026Q1: 10,470 shares; 2026Q2: 10,584 shares 10,584 $1.29M 0.2% +114 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,311 shares; 2026Q1: 21,319 shares; 2026Q2: 25,730 shares 25,730 $1.24M 0.19% +4,411 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,387 shares; 2024Q4: 14,820 shares; 2025Q1: 14,032 shares; 2025Q2: 13,352 shares; 2025Q3: 13,095 shares; 2025Q4: 12,947 shares; 2026Q1: 12,477 shares; 2026Q2: 11,502 shares 11,502 $1.2M 0.19% -975 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,258 shares; 2025Q2: 10,589 shares; 2025Q3: 10,082 shares; 2025Q4: 9,782 shares; 2026Q1: 9,693 shares; 2026Q2: 8,368 shares 8,368 $1.19M 0.18% -1,325 Timeline STXD 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: 31,572 shares; 2024Q4: 32,278 shares; 2025Q1: 34,373 shares; 2025Q2: 34,723 shares; 2025Q3: 39,289 shares; 2025Q4: 32,563 shares; 2026Q1: 29,736 shares; 2026Q2: 29,576 shares 29,576 $1.18M 0.18% -160 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,035 shares; 2026Q2: 24,412 shares 24,412 $1.17M 0.18% +12,377 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,977 shares; 2024Q4: 6,963 shares; 2025Q1: 7,075 shares; 2025Q2: 9,795 shares; 2025Q3: 8,115 shares; 2025Q4: 9,157 shares; 2026Q1: 9,086 shares; 2026Q2: 9,938 shares 9,938 $1.17M 0.18% +852 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: 4,973 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,362 shares; 2025Q3: 5,100 shares; 2025Q4: 5,042 shares; 2026Q1: 4,774 shares; 2026Q2: 4,769 shares 4,769 $1.16M 0.18% -5 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,598 shares; 2024Q4: 13,145 shares; 2025Q1: 11,977 shares; 2025Q2: 14,817 shares; 2025Q3: 14,081 shares; 2025Q4: 15,359 shares; 2026Q1: 17,108 shares; 2026Q2: 21,127 shares 21,127 $1.15M 0.18% +4,019 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares; 2026Q1: 11,764 shares; 2026Q2: 9,394 shares 9,394 $1.12M 0.17% -2,370 Timeline AON AON PLC More: the full row for AON 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: 2,449 shares; 2026Q1: 3,291 shares; 2026Q2: 3,320 shares 3,320 $1.1M 0.17% +29 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,875 shares; 2025Q2: 6,734 shares; 2025Q3: 7,069 shares; 2025Q4: 9,682 shares; 2026Q1: 10,262 shares; 2026Q2: 11,399 shares 11,399 $1.09M 0.17% +1,137 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,231 shares; 2026Q1: 26,889 shares; 2026Q2: 14,348 shares 14,348 $1.08M 0.17% -12,541 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,888 shares; 2026Q2: 21,251 shares 21,251 $1.08M 0.17% +10,363 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: 1,570 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,593 shares; 2025Q3: 1,593 shares; 2025Q4: 1,778 shares; 2026Q1: 2,075 shares; 2026Q2: 2,243 shares 2,243 $1.07M 0.17% +168 Timeline QJUN 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: 21,131 shares; 2024Q4: 33,451 shares; 2025Q1: 33,451 shares; 2025Q2: 31,951 shares; 2025Q3: 31,951 shares; 2025Q4: 31,950 shares; 2026Q1: 29,450 shares; 2026Q2: 31,599 shares 31,599 $1.07M 0.17% +2,149 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: 2,080 shares; 2024Q4: 2,178 shares; 2025Q1: 2,178 shares; 2025Q2: 2,177 shares; 2025Q3: 2,658 shares; 2025Q4: 3,402 shares; 2026Q1: 3,388 shares; 2026Q2: 3,724 shares 3,724 $1.05M 0.16% +336 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: 7,269 shares; 2024Q4: 14,809 shares; 2025Q1: 14,809 shares; 2025Q2: 18,217 shares; 2025Q3: 19,086 shares; 2025Q4: 27,266 shares; 2026Q1: 35,948 shares; 2026Q2: 37,291 shares 37,291 $1.03M 0.16% +1,343 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: not reported; 2025Q3: 477 shares; 2025Q4: 844 shares; 2026Q1: 890 shares; 2026Q2: 966 shares 966 $1.03M 0.16% +76 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,219 shares; 2025Q1: 13,066 shares; 2025Q2: 13,299 shares; 2025Q3: 11,841 shares; 2025Q4: 15,791 shares; 2026Q1: 13,408 shares; 2026Q2: 17,393 shares 17,393 $1.03M 0.16% +3,985 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,393 shares; 2025Q1: 13,276 shares; 2025Q2: 13,695 shares; 2025Q3: 12,616 shares; 2025Q4: 16,737 shares; 2026Q1: 13,450 shares; 2026Q2: 17,976 shares 17,976 $992K 0.15% +4,526 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,345 shares; 2026Q1: 8,354 shares; 2026Q2: 8,393 shares 8,393 $984K 0.15% +39 Timeline GSEP 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: 13,264 shares; 2024Q4: 16,369 shares; 2025Q1: 16,234 shares; 2025Q2: 18,184 shares; 2025Q3: 20,614 shares; 2025Q4: 25,422 shares; 2026Q1: 23,972 shares; 2026Q2: 23,972 shares 23,972 $982K 0.15% 0 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: 229 shares; 2024Q4: 259 shares; 2025Q1: 286 shares; 2025Q2: 1,152 shares; 2025Q3: 1,175 shares; 2025Q4: 936 shares; 2026Q1: 945 shares; 2026Q2: 1,049 shares 1,049 $981K 0.15% +104 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,364 shares; 2024Q4: 51,573 shares; 2025Q1: 51,244 shares; 2025Q2: 52,424 shares; 2025Q3: 49,790 shares; 2025Q4: 45,579 shares; 2026Q1: 42,115 shares; 2026Q2: 40,712 shares 40,712 $980K 0.15% -1,403 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,101 shares; 2024Q4: 10,604 shares; 2025Q1: 9,754 shares; 2025Q2: 10,754 shares; 2025Q3: 12,274 shares; 2025Q4: 27,274 shares; 2026Q1: 31,555 shares; 2026Q2: 28,327 shares 28,327 $959K 0.15% -3,228 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,755 shares; 2025Q1: 2,705 shares; 2025Q2: 2,733 shares; 2025Q3: 2,781 shares; 2025Q4: 3,509 shares; 2026Q1: 3,467 shares; 2026Q2: 3,455 shares 3,455 $940K 0.15% -12 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,297 shares; 2024Q4: 4,613 shares; 2025Q1: 4,575 shares; 2025Q2: 6,946 shares; 2025Q3: 6,122 shares; 2025Q4: 10,316 shares; 2026Q1: 9,885 shares; 2026Q2: 9,700 shares 9,700 $937K 0.15% -185 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: 11,430 shares; 2024Q4: 10,755 shares; 2025Q1: 10,570 shares; 2025Q2: 11,461 shares; 2025Q3: 11,188 shares; 2025Q4: 12,823 shares; 2026Q1: 12,846 shares; 2026Q2: 11,985 shares 11,985 $924K 0.14% -861 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,181 shares; 2026Q1: 15,524 shares; 2026Q2: 16,833 shares 16,833 $901K 0.14% +1,309 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,533 shares; 2026Q1: 106,590 shares; 2026Q2: 82,092 shares 82,092 $892K 0.14% -24,498 Timeline QSPT 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: 8,181 shares; 2025Q1: 8,181 shares; 2025Q2: 8,181 shares; 2025Q3: 9,331 shares; 2025Q4: 24,044 shares; 2026Q1: 21,509 shares; 2026Q2: 25,409 shares 25,409 $885K 0.14% +3,900 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 3,310 shares; 2026Q2: 3,172 shares 3,172 $868K 0.13% -138 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; 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: 7,076 shares; 2026Q2: 9,897 shares 9,897 $844K 0.13% +2,821 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: 7,329 shares; 2024Q4: 7,238 shares; 2025Q1: 7,513 shares; 2025Q2: 9,386 shares; 2025Q3: 9,449 shares; 2025Q4: 10,103 shares; 2026Q1: 9,936 shares; 2026Q2: 10,185 shares 10,185 $842K 0.13% +249 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,705 shares; 2024Q4: 5,781 shares; 2025Q1: 4,974 shares; 2025Q2: 7,965 shares; 2025Q3: 8,001 shares; 2025Q4: 10,027 shares; 2026Q1: 9,838 shares; 2026Q2: 10,340 shares 10,340 $840K 0.13% +502 Timeline SHYG 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: 14,103 shares; 2025Q1: 14,459 shares; 2025Q2: 14,818 shares; 2025Q3: 13,568 shares; 2025Q4: 17,496 shares; 2026Q1: 16,095 shares; 2026Q2: 19,721 shares 19,721 $836K 0.13% +3,626 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,559 shares; 2024Q4: 24,754 shares; 2025Q1: 24,299 shares; 2025Q2: 25,154 shares; 2025Q3: 25,154 shares; 2025Q4: 19,014 shares; 2026Q1: 17,363 shares; 2026Q2: 17,548 shares 17,548 $828K 0.13% +185 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,418 shares; 2025Q2: 1,483 shares; 2025Q3: 1,309 shares; 2025Q4: 3,820 shares; 2026Q1: 3,819 shares; 2026Q2: 4,286 shares 4,286 $817K 0.13% +467 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,897 shares; 2026Q1: 13,484 shares; 2026Q2: 13,844 shares 13,844 $816K 0.13% +360 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,040 shares; 2026Q2: 26,543 shares 26,543 $807K 0.13% +2,503 Timeline QMFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,709 shares; 2026Q2: 32,664 shares 32,664 $793K 0.12% +12,955 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares; 2025Q4: 3,245 shares; 2026Q1: 6,435 shares; 2026Q2: 9,275 shares 9,275 $793K 0.12% +2,840 Timeline GDEC 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: 15,685 shares; 2025Q1: 16,665 shares; 2025Q2: 18,665 shares; 2025Q3: 18,665 shares; 2025Q4: 19,486 shares; 2026Q1: 19,023 shares; 2026Q2: 19,841 shares 19,841 $790K 0.12% +818 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 3,566 shares; 2025Q3: 4,265 shares; 2025Q4: 4,571 shares; 2026Q1: 4,957 shares; 2026Q2: 6,199 shares 6,199 $785K 0.12% +1,242 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,579 shares; 2024Q4: 3,842 shares; 2025Q1: 3,870 shares; 2025Q2: 6,288 shares; 2025Q3: 6,182 shares; 2025Q4: 7,098 shares; 2026Q1: 6,837 shares; 2026Q2: 7,087 shares 7,087 $782K 0.12% +250 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 7,393 shares; 2026Q2: 8,471 shares 8,471 $761K 0.12% +1,078 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: 6,951 shares; 2024Q4: 6,727 shares; 2025Q1: 6,633 shares; 2025Q2: 6,982 shares; 2025Q3: 7,085 shares; 2025Q4: 5,804 shares; 2026Q1: 5,616 shares; 2026Q2: 5,834 shares 5,834 $750K 0.12% +218 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,644 shares; 2024Q4: 4,985 shares; 2025Q1: 4,986 shares; 2025Q2: 4,988 shares; 2025Q3: 6,134 shares; 2025Q4: 7,491 shares; 2026Q1: 7,601 shares; 2026Q2: 7,754 shares 7,754 $742K 0.12% +153 Timeline GAUG 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: 15,736 shares; 2024Q4: 15,736 shares; 2025Q1: 14,301 shares; 2025Q2: 15,801 shares; 2025Q3: 19,651 shares; 2025Q4: 18,675 shares; 2026Q1: 18,675 shares; 2026Q2: 17,707 shares 17,707 $733K 0.11% -968 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: 1,635 shares; 2025Q2: 3,270 shares; 2025Q3: 3,327 shares; 2025Q4: 3,681 shares; 2026Q1: 3,688 shares; 2026Q2: 3,850 shares 3,850 $731K 0.11% +162 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,224 shares; 2024Q4: 10,624 shares; 2025Q1: 10,751 shares; 2025Q2: 15,691 shares; 2025Q3: 15,452 shares; 2025Q4: 15,359 shares; 2026Q1: 16,378 shares; 2026Q2: 16,405 shares 16,405 $730K 0.11% +27 Timeline XSEP 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: 31,334 shares; 2024Q4: 25,834 shares; 2025Q1: 25,234 shares; 2025Q2: 25,234 shares; 2025Q3: 23,209 shares; 2025Q4: 18,795 shares; 2026Q1: 18,795 shares; 2026Q2: 16,387 shares 16,387 $728K 0.11% -2,408 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: 4,338 shares; 2024Q4: 4,907 shares; 2025Q1: 4,935 shares; 2025Q2: 4,954 shares; 2025Q3: 4,744 shares; 2025Q4: 5,178 shares; 2026Q1: 4,962 shares; 2026Q2: 4,900 shares 4,900 $727K 0.11% -62 Timeline GFEB 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: 6,854 shares; 2025Q2: 8,354 shares; 2025Q3: 8,354 shares; 2025Q4: 7,150 shares; 2026Q1: 12,880 shares; 2026Q2: 16,240 shares 16,240 $715K 0.11% +3,360 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 3,390 shares; 2026Q1: 4,249 shares; 2026Q2: 5,277 shares 5,277 $703K 0.11% +1,028 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,702 shares; 2025Q4: 4,032 shares; 2026Q1: 4,861 shares; 2026Q2: 5,714 shares 5,714 $694K 0.11% +853 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 518 shares; 2025Q4: 610 shares; 2026Q1: 662 shares; 2026Q2: 5,798 shares 5,798 $693K 0.11% +5,136 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,593 shares 7,593 $693K 0.11% new Timeline FLRT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,306 shares; 2026Q2: 14,738 shares 14,738 $687K 0.11% +2,432 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,076 shares; 2026Q2: 12,600 shares 12,600 $686K 0.11% +4,524 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,832 shares; 2024Q4: 9,557 shares; 2025Q1: 9,557 shares; 2025Q2: 10,120 shares; 2025Q3: 9,034 shares; 2025Q4: 8,253 shares; 2026Q1: 7,822 shares; 2026Q2: 7,023 shares 7,023 $677K 0.11% -799 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: 2,977 shares; 2024Q4: 2,962 shares; 2025Q1: 2,926 shares; 2025Q2: 2,872 shares; 2025Q3: 2,659 shares; 2025Q4: 5,036 shares; 2026Q1: 4,595 shares; 2026Q2: 4,590 shares 4,590 $672K 0.1% -5 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,985 shares; 2024Q4: 12,765 shares; 2025Q1: 12,192 shares; 2025Q2: 12,107 shares; 2025Q3: 10,690 shares; 2025Q4: 9,502 shares; 2026Q1: 9,414 shares; 2026Q2: 8,953 shares 8,953 $671K 0.1% -461 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,483 shares; 2026Q1: 1,479 shares; 2026Q2: 4,227 shares 4,227 $652K 0.1% +2,748 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; 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: 15,818 shares; 2026Q2: 18,459 shares 18,459 $649K 0.1% +2,641 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: 2,101 shares; 2024Q4: 2,029 shares; 2025Q1: 1,829 shares; 2025Q2: 2,117 shares; 2025Q3: 2,144 shares; 2025Q4: 2,412 shares; 2026Q1: 2,330 shares; 2026Q2: 2,363 shares 2,363 $639K 0.1% +33 Timeline GJUL 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: 14,381 shares; 2024Q4: 14,381 shares; 2025Q1: 14,095 shares; 2025Q2: 14,095 shares; 2025Q3: 16,879 shares; 2025Q4: 16,824 shares; 2026Q1: 15,673 shares; 2026Q2: 14,614 shares 14,614 $636K 0.1% -1,059 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 4,073 shares; 2025Q1: 3,971 shares; 2025Q2: 5,200 shares; 2025Q3: 5,039 shares; 2025Q4: 5,018 shares; 2026Q1: 4,441 shares; 2026Q2: 4,693 shares 4,693 $635K 0.1% +252 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,980 shares; 2024Q4: 8,983 shares; 2025Q1: 10,213 shares; 2025Q2: 10,460 shares; 2025Q3: 9,531 shares; 2025Q4: 17,884 shares; 2026Q1: 4,224 shares; 2026Q2: 6,399 shares 6,399 $633K 0.1% +2,175 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,144 shares; 2024Q4: 36,144 shares; 2025Q1: 34,290 shares; 2025Q2: 20,490 shares; 2025Q3: 18,460 shares; 2025Q4: 18,460 shares; 2026Q1: 18,910 shares; 2026Q2: 18,356 shares 18,356 $627K 0.1% -554 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: 734 shares; 2024Q4: 788 shares; 2025Q1: 822 shares; 2025Q2: 1,049 shares; 2025Q3: 1,172 shares; 2025Q4: 1,821 shares; 2026Q1: 1,801 shares; 2026Q2: 1,776 shares 1,776 $626K 0.1% -25 Timeline DOCT 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: 11,727 shares; 2025Q1: 11,777 shares; 2025Q2: 11,777 shares; 2025Q3: 11,777 shares; 2025Q4: 13,940 shares; 2026Q1: 13,138 shares; 2026Q2: 13,138 shares 13,138 $613K 0.1% 0 Timeline XAPR 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: 17,495 shares; 2024Q4: 17,495 shares; 2025Q1: 17,495 shares; 2025Q2: 17,632 shares; 2025Q3: 17,124 shares; 2025Q4: 17,124 shares; 2026Q1: 16,682 shares; 2026Q2: 16,146 shares 16,146 $610K 0.09% -536 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,773 shares; 2025Q2: 9,560 shares; 2025Q3: 9,241 shares; 2025Q4: 9,241 shares; 2026Q1: 9,241 shares; 2026Q2: 14,060 shares 14,060 $605K 0.09% +4,819 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares; 2026Q2: 2,344 shares 2,344 $585K 0.09% +560 Timeline QMAR 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: 20,894 shares; 2024Q4: 20,894 shares; 2025Q1: 16,699 shares; 2025Q2: 15,344 shares; 2025Q3: 13,432 shares; 2025Q4: 13,432 shares; 2026Q1: 13,415 shares; 2026Q2: 15,655 shares 15,655 $583K 0.09% +2,240 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: 703 shares; 2024Q4: 703 shares; 2025Q1: 704 shares; 2025Q2: 839 shares; 2025Q3: 825 shares; 2025Q4: 947 shares; 2026Q1: 899 shares; 2026Q2: 908 shares 908 $576K 0.09% +9 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: 5,123 shares; 2024Q4: 4,999 shares; 2025Q1: 5,206 shares; 2025Q2: 6,853 shares; 2025Q3: 5,782 shares; 2025Q4: 5,975 shares; 2026Q1: 6,990 shares; 2026Q2: 6,961 shares 6,961 $575K 0.09% -29 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,341 shares 3,341 $568K 0.09% +241 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: 6,572 shares; 2024Q4: 5,125 shares; 2025Q1: 4,813 shares; 2025Q2: 6,482 shares; 2025Q3: 5,634 shares; 2025Q4: 6,293 shares; 2026Q1: 5,935 shares; 2026Q2: 7,385 shares 7,385 $565K 0.09% +1,450 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,415 shares; 2024Q4: 15,407 shares; 2025Q1: 15,407 shares; 2025Q2: 15,407 shares; 2025Q3: 17,278 shares; 2025Q4: 17,184 shares; 2026Q1: 17,044 shares; 2026Q2: 18,547 shares 18,547 $560K 0.09% +1,503 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 15,740 shares; 2025Q1: 15,927 shares; 2025Q2: 17,428 shares; 2025Q3: 13,345 shares; 2025Q4: 15,921 shares; 2026Q1: 17,647 shares; 2026Q2: 17,654 shares 17,654 $560K 0.09% +7 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,237 shares 3,237 $553K 0.09% new 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: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,342 shares; 2025Q3: 2,435 shares; 2025Q4: 2,325 shares; 2026Q1: 2,149 shares; 2026Q2: 4,404 shares 4,404 $548K 0.09% +2,255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,567 shares; 2026Q1: 8,163 shares; 2026Q2: 11,515 shares 11,515 $541K 0.08% +3,352 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,137 shares; 2025Q3: 20,261 shares; 2025Q4: 20,384 shares; 2026Q1: 20,520 shares; 2026Q2: 20,638 shares 20,638 $535K 0.08% +118 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,877 shares; 2025Q1: 1,947 shares; 2025Q2: 2,145 shares; 2025Q3: 2,056 shares; 2025Q4: 2,016 shares; 2026Q1: 1,754 shares; 2026Q2: 1,773 shares 1,773 $533K 0.08% +19 Timeline DMAY 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: 5,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,260 shares 11,260 $531K 0.08% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,337 shares; 2025Q1: 3,338 shares; 2025Q2: 3,400 shares; 2025Q3: 3,037 shares; 2025Q4: 4,373 shares; 2026Q1: 4,392 shares; 2026Q2: 5,039 shares 5,039 $515K 0.08% +647 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,723 shares; 2024Q4: 8,723 shares; 2025Q1: 10,564 shares; 2025Q2: 10,752 shares; 2025Q3: 13,956 shares; 2025Q4: 13,956 shares; 2026Q1: 13,957 shares; 2026Q2: 13,957 shares 13,957 $513K 0.08% 0 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,425 shares; 2025Q2: 11,461 shares; 2025Q3: 12,121 shares; 2025Q4: 9,820 shares; 2026Q1: 9,820 shares; 2026Q2: 12,455 shares 12,455 $513K 0.08% +2,635 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,985 shares; 2024Q4: 2,771 shares; 2025Q1: 2,786 shares; 2025Q2: 2,783 shares; 2025Q3: 2,769 shares; 2025Q4: 3,290 shares; 2026Q1: 3,018 shares; 2026Q2: 3,555 shares 3,555 $509K 0.08% +537 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,715 shares; 2024Q4: 14,857 shares; 2025Q1: 16,485 shares; 2025Q2: 18,228 shares; 2025Q3: 17,492 shares; 2025Q4: 12,850 shares; 2026Q1: 12,529 shares; 2026Q2: 11,931 shares 11,931 $505K 0.08% -598 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,360 shares; 2025Q4: 2,456 shares; 2026Q1: 1,987 shares; 2026Q2: 1,937 shares 1,937 $504K 0.08% -50 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,598 shares; 2026Q2: 15,999 shares 15,999 $504K 0.08% +7,401 Timeline DNOV 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: 14,429 shares; 2025Q1: 14,519 shares; 2025Q2: 14,519 shares; 2025Q3: 13,979 shares; 2025Q4: 10,663 shares; 2026Q1: 9,770 shares; 2026Q2: 9,770 shares 9,770 $502K 0.08% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,545 shares; 2024Q4: 5,759 shares; 2025Q1: 5,781 shares; 2025Q2: 6,200 shares; 2025Q3: 6,243 shares; 2025Q4: 6,322 shares; 2026Q1: 6,337 shares; 2026Q2: 6,451 shares 6,451 $497K 0.08% +114 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,863 shares; 2025Q3: 5,763 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,112 shares 12,112 $495K 0.08% new 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: 7,785 shares; 2024Q4: 7,667 shares; 2025Q1: 6,674 shares; 2025Q2: 6,681 shares; 2025Q3: 6,245 shares; 2025Q4: 6,061 shares; 2026Q1: 6,063 shares; 2026Q2: 6,373 shares 6,373 $494K 0.08% +310 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,968 shares; 2025Q2: 5,660 shares; 2025Q3: 4,464 shares; 2025Q4: 4,466 shares; 2026Q1: 4,467 shares; 2026Q2: 9,753 shares 9,753 $493K 0.08% +5,286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 9,820 shares; 2025Q4: 8,373 shares; 2026Q1: 7,730 shares; 2026Q2: 7,909 shares 7,909 $492K 0.08% +179 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 976 shares; 2025Q1: 1,426 shares; 2025Q2: 1,983 shares; 2025Q3: 2,067 shares; 2025Q4: 2,129 shares; 2026Q1: 1,967 shares; 2026Q2: 2,184 shares 2,184 $481K 0.07% +217 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,796 shares; 2025Q4: 19,796 shares; 2026Q1: 19,416 shares; 2026Q2: 18,976 shares 18,976 $481K 0.07% -440 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 416 shares 416 $480K 0.07% new 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: 1,853 shares; 2024Q4: 1,902 shares; 2025Q1: 1,939 shares; 2025Q2: 1,906 shares; 2025Q3: 2,106 shares; 2025Q4: 2,037 shares; 2026Q1: 2,762 shares; 2026Q2: 3,219 shares 3,219 $472K 0.07% +457 Timeline DRLL 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: 10,341 shares; 2024Q4: 20,198 shares; 2025Q1: 21,684 shares; 2025Q2: 21,714 shares; 2025Q3: 19,856 shares; 2025Q4: 16,498 shares; 2026Q1: 14,037 shares; 2026Q2: 14,002 shares 14,002 $469K 0.07% -35 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,497 shares; 2025Q4: 6,327 shares; 2026Q1: 7,315 shares; 2026Q2: 8,585 shares 8,585 $469K 0.07% +1,270 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 957 shares; 2025Q1: 957 shares; 2025Q2: 1,128 shares; 2025Q3: 1,105 shares; 2025Q4: 1,144 shares; 2026Q1: 1,137 shares; 2026Q2: 1,185 shares 1,185 $467K 0.07% +48 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 5,382 shares; 2025Q4: 5,382 shares; 2026Q1: 5,382 shares; 2026Q2: 11,136 shares 11,136 $464K 0.07% +5,754 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: not reported; 2025Q3: 995 shares; 2025Q4: 1,147 shares; 2026Q1: 1,167 shares; 2026Q2: 1,239 shares 1,239 $463K 0.07% +72 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,993 shares; 2026Q2: 14,508 shares 14,508 $460K 0.07% +5,515 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,129 shares 23,129 $453K 0.07% new Timeline DJUL 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: 5,636 shares; 2025Q1: 5,746 shares; 2025Q2: 5,746 shares; 2025Q3: 10,712 shares; 2025Q4: 10,169 shares; 2026Q1: 9,579 shares; 2026Q2: 9,019 shares 9,019 $452K 0.07% -560 Timeline PRN 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: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729 $451K 0.07% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 1,313 shares; 2025Q2: 1,329 shares; 2025Q3: 1,339 shares; 2025Q4: 1,164 shares; 2026Q1: 1,194 shares; 2026Q2: 1,217 shares 1,217 $448K 0.07% +23 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 4,430 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 3,711 shares; 2025Q4: 3,254 shares; 2026Q1: 3,230 shares; 2026Q2: 3,014 shares 3,014 $445K 0.07% -216 Timeline TCAF 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,649 shares; 2025Q3: 10,635 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares; 2026Q2: 10,560 shares 10,560 $434K 0.07% 0 Timeline POW TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,744 shares 13,744 $426K 0.07% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,759 shares; 2026Q1: 23,016 shares; 2026Q2: 8,136 shares 8,136 $426K 0.07% -14,880 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: 1,061 shares; 2024Q4: 1,354 shares; 2025Q1: 1,390 shares; 2025Q2: 1,373 shares; 2025Q3: 1,335 shares; 2025Q4: 1,702 shares; 2026Q1: 1,623 shares; 2026Q2: 1,674 shares 1,674 $421K 0.07% +51 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,189 shares 2,189 $420K 0.07% new 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: 1,344 shares; 2025Q3: 1,352 shares; 2025Q4: 1,436 shares; 2026Q1: 1,361 shares; 2026Q2: 1,405 shares 1,405 $419K 0.07% +44 Timeline QCAP 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: 10,503 shares; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares; 2025Q4: 12,732 shares; 2026Q1: 12,732 shares; 2026Q2: 16,665 shares 16,665 $415K 0.06% +3,933 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,559 shares 9,559 $412K 0.06% new Timeline XIJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,322 shares 13,322 $408K 0.06% new Timeline FJUN 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: 6,743 shares; 2024Q4: 6,743 shares; 2025Q1: 6,743 shares; 2025Q2: 7,262 shares; 2025Q3: 7,803 shares; 2025Q4: 6,192 shares; 2026Q1: 6,192 shares; 2026Q2: 6,740 shares 6,740 $404K 0.06% +548 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,831 shares; 2026Q1: 3,878 shares; 2026Q2: 3,864 shares 3,864 $395K 0.06% -14 Timeline SCZ 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: 5,507 shares; 2026Q1: 4,502 shares; 2026Q2: 4,713 shares 4,713 $388K 0.06% +211 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,727 shares; 2026Q2: 7,727 shares 7,727 $385K 0.06% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,905 shares 4,905 $382K 0.06% new Timeline QMNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,223 shares; 2026Q1: 9,868 shares; 2026Q2: 15,163 shares 15,163 $380K 0.06% +5,295 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,614 shares; 2026Q2: 1,502 shares 1,502 $379K 0.06% -112 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,562 shares; 2026Q2: 4,570 shares 4,570 $379K 0.06% +1,008 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: 1,000 shares; 2024Q4: 1,049 shares; 2025Q1: 1,000 shares; 2025Q2: 1,088 shares; 2025Q3: 1,079 shares; 2025Q4: 1,037 shares; 2026Q1: 922 shares; 2026Q2: 915 shares 915 $375K 0.06% -7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,199 shares; 2025Q3: 4,073 shares; 2025Q4: 4,184 shares; 2026Q1: 4,233 shares; 2026Q2: 5,053 shares 5,053 $364K 0.06% +820 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,070 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,339 shares; 2025Q3: 6,293 shares; 2025Q4: 5,910 shares; 2026Q1: 5,910 shares; 2026Q2: 5,910 shares 5,910 $362K 0.06% 0 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,612 shares 17,612 $362K 0.06% new Timeline PHYL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,286 shares; 2026Q2: 10,296 shares 10,296 $359K 0.06% +3,010 Timeline FTWO 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: 7,855 shares; 2025Q2: 8,754 shares; 2025Q3: 8,829 shares; 2025Q4: not reported; 2026Q1: 5,559 shares; 2026Q2: 8,266 shares 8,266 $357K 0.06% +2,707 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,365 shares; 2025Q3: 1,345 shares; 2025Q4: 1,726 shares; 2026Q1: 1,820 shares; 2026Q2: 1,921 shares 1,921 $355K 0.06% +101 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,260 shares 2,260 $355K 0.06% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,029 shares; 2026Q1: 7,227 shares; 2026Q2: 8,061 shares 8,061 $353K 0.05% +834 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,826 shares; 2026Q2: 3,826 shares 3,826 $351K 0.05% 0 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: 8,527 shares; 2024Q4: 7,967 shares; 2025Q1: 7,967 shares; 2025Q2: 7,826 shares; 2025Q3: 7,826 shares; 2025Q4: 7,245 shares; 2026Q1: 7,245 shares; 2026Q2: 7,205 shares 7,205 $351K 0.05% -40 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 1,510 shares; 2026Q2: 1,528 shares 1,528 $347K 0.05% +18 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,603 shares; 2025Q3: 18,118 shares; 2025Q4: 18,014 shares; 2026Q1: 18,014 shares; 2026Q2: 18,035 shares 18,035 $345K 0.05% +21 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,595 shares; 2026Q1: 6,154 shares; 2026Q2: 7,178 shares 7,178 $340K 0.05% +1,024 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,617 shares 10,617 $340K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,699 shares; 2025Q4: 1,593 shares; 2026Q1: 1,596 shares; 2026Q2: 1,670 shares 1,670 $335K 0.05% +74 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,450 shares; 2025Q4: 13,325 shares; 2026Q1: 13,325 shares; 2026Q2: 13,325 shares 13,325 $334K 0.05% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $334K 0.05% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,499 shares; 2025Q1: 5,190 shares; 2025Q2: 5,633 shares; 2025Q3: 4,932 shares; 2025Q4: 14,561 shares; 2026Q1: 10,162 shares; 2026Q2: 7,228 shares 7,228 $334K 0.05% -2,934 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,361 shares; 2026Q2: 1,837 shares 1,837 $333K 0.05% -524 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,982 shares; 2026Q1: 4,983 shares; 2026Q2: 5,481 shares 5,481 $330K 0.05% +498 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares; 2025Q4: 3,576 shares; 2026Q1: 3,649 shares; 2026Q2: 3,708 shares 3,708 $325K 0.05% +59 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,653 shares 3,653 $325K 0.05% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,579 shares; 2025Q3: 5,905 shares; 2025Q4: 6,353 shares; 2026Q1: not reported; 2026Q2: 6,027 shares 6,027 $321K 0.05% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares; 2026Q1: 3,389 shares; 2026Q2: 3,648 shares 3,648 $315K 0.05% +259 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,717 shares; 2026Q1: 2,290 shares; 2026Q2: 11,492 shares 11,492 $315K 0.05% +9,202 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 275 shares; 2025Q4: 326 shares; 2026Q1: 302 shares; 2026Q2: 325 shares 325 $313K 0.05% +23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 4,493 shares; 2025Q1: 4,323 shares; 2025Q2: 4,252 shares; 2025Q3: 3,888 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,662 shares 2,662 $313K 0.05% 0 Timeline GJAN 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: 5,381 shares; 2025Q2: 5,381 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares; 2026Q1: 6,850 shares; 2026Q2: 6,836 shares 6,836 $308K 0.05% -14 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,475 shares 1,475 $304K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 5,063 shares; 2026Q2: 3,754 shares 3,754 $301K 0.05% -1,309 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,422 shares; 2026Q2: 12,422 shares 12,422 $300K 0.05% +3,000 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: 5,675 shares; 2025Q3: 4,185 shares; 2025Q4: 5,003 shares; 2026Q1: 5,063 shares; 2026Q2: 5,260 shares 5,260 $300K 0.05% +197 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 846 shares; 2026Q1: 773 shares; 2026Q2: 754 shares 754 $300K 0.05% -19 Timeline ICSH 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: 5,818 shares 5,818 $294K 0.05% new Timeline XFEB 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: 6,339 shares; 2024Q4: 6,339 shares; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares; 2026Q1: 7,854 shares; 2026Q2: 7,854 shares 7,854 $294K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,076 shares 2,076 $290K 0.05% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $290K 0.05% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,461 shares 2,461 $285K 0.04% new Timeline FMAY 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: 4,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,070 shares 5,070 $285K 0.04% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,278 shares 4,278 $285K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,200 shares; 2025Q1: 2,251 shares; 2025Q2: 2,328 shares; 2025Q3: 2,318 shares; 2025Q4: 2,755 shares; 2026Q1: 2,882 shares; 2026Q2: 2,712 shares 2,712 $282K 0.04% -170 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,706 shares; 2025Q3: 5,315 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,027 shares 6,027 $282K 0.04% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,378 shares; 2025Q1: 7,381 shares; 2025Q2: 7,385 shares; 2025Q3: 7,891 shares; 2025Q4: 7,892 shares; 2026Q1: 7,617 shares; 2026Q2: 7,601 shares 7,601 $281K 0.04% -16 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,713 shares; 2025Q4: 6,014 shares; 2026Q1: 5,863 shares; 2026Q2: 5,900 shares 5,900 $280K 0.04% +37 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: not reported; 2025Q3: not reported; 2025Q4: 14,140 shares; 2026Q1: 24,071 shares; 2026Q2: 6,444 shares 6,444 $278K 0.04% -17,627 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,501 shares; 2025Q4: 1,518 shares; 2026Q1: 1,530 shares; 2026Q2: 1,668 shares 1,668 $270K 0.04% +138 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 539 shares; 2025Q1: 524 shares; 2025Q2: 502 shares; 2025Q3: 461 shares; 2025Q4: 483 shares; 2026Q1: 457 shares; 2026Q2: 521 shares 521 $265K 0.04% +64 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $265K 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $264K 0.04% new Timeline EXI 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: 1,399 shares; 2026Q2: 1,280 shares 1,280 $257K 0.04% -119 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,393 shares; 2025Q4: 1,456 shares; 2026Q1: 2,012 shares; 2026Q2: 2,199 shares 2,199 $257K 0.04% +187 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $256K 0.04% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,548 shares; 2025Q2: 7,931 shares; 2025Q3: 7,931 shares; 2025Q4: 8,753 shares; 2026Q1: 10,343 shares; 2026Q2: 5,067 shares 5,067 $255K 0.04% -5,276 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 957 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $253K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $251K 0.04% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,533 shares; 2026Q2: 2,554 shares 2,554 $251K 0.04% +21 Timeline ESGU 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: 1,674 shares; 2026Q1: 1,822 shares; 2026Q2: 1,532 shares 1,532 $251K 0.04% -290 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: not reported; 2025Q3: not reported; 2025Q4: 23,024 shares; 2026Q1: 39,237 shares; 2026Q2: 4,037 shares 4,037 $245K 0.04% -35,200 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: not reported; 2025Q1: not reported; 2025Q2: 359 shares; 2025Q3: 365 shares; 2025Q4: 378 shares; 2026Q1: 410 shares; 2026Q2: 474 shares 474 $244K 0.04% +64 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,610 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,872 shares 2,872 $240K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,082 shares 2,082 $240K 0.04% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,542 shares; 2025Q4: 6,542 shares; 2026Q1: 6,542 shares; 2026Q2: 6,542 shares 6,542 $236K 0.04% 0 Timeline DAUG 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: 5,048 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,193 shares; 2025Q4: 6,614 shares; 2026Q1: 5,447 shares; 2026Q2: 5,027 shares 5,027 $236K 0.04% -420 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546 $233K 0.04% new Timeline SUSC 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: 14,180 shares; 2026Q1: 14,570 shares; 2026Q2: 9,788 shares 9,788 $227K 0.04% -4,782 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,270 shares 6,270 $227K 0.04% new Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,730 shares 4,730 $224K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 569 shares; 2025Q4: 547 shares; 2026Q1: not reported; 2026Q2: 520 shares 520 $222K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $221K 0.03% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,845 shares; 2026Q1: 2,003 shares; 2026Q2: 1,543 shares 1,543 $220K 0.03% -460 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,700 shares 3,700 $218K 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,352 shares 4,352 $217K 0.03% new Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,867 shares 4,867 $216K 0.03% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,363 shares; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $214K 0.03% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,712 shares; 2024Q4: 4,737 shares; 2025Q1: 4,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,778 shares 3,778 $214K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $210K 0.03% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 5,523 shares; 2025Q3: 4,975 shares; 2025Q4: 6,200 shares; 2026Q1: 6,152 shares; 2026Q2: 6,631 shares 6,631 $210K 0.03% +479 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $208K 0.03% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $208K 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,894 shares; 2024Q4: 1,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,535 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,147 shares 1,147 $205K 0.03% new Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,919 shares; 2026Q2: 6,720 shares 6,720 $205K 0.03% -199 Timeline FAUG 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: 18,999 shares; 2025Q2: 14,398 shares; 2025Q3: 15,022 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,608 shares 3,608 $204K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 577 shares; 2026Q1: not reported; 2026Q2: 593 shares 593 $201K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,885 shares; 2024Q4: not reported; 2025Q1: 10,300 shares; 2025Q2: 12,121 shares; 2025Q3: 12,328 shares; 2025Q4: 14,082 shares; 2026Q1: 12,578 shares; 2026Q2: 12,703 shares 12,703 $177K 0.03% +125 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,809 shares 11,809 $152K 0.02% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,817 shares 15,817 $58K 0.01% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $21.1K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,066 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 7,246 shares; 2025Q4: 7,463 shares; 2026Q1: 6,487 shares; 2026Q2: 538 shares 538 $17.2K <0.01% -5,949 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: 7,739 shares; 2025Q2: 8,468 shares; 2025Q3: 9,269 shares; 2025Q4: 11,103 shares; 2026Q1: 9,496 shares; 2026Q2: 627 shares 627 $13K <0.01% -8,869 Timeline GOLD ROYALTY CORP GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $9.9K <0.01% 0 XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $7.52K <0.01% 0 Timeline ODVWZ OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT 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: 10,000 shares; 2026Q1: 14,700 shares; 2026Q2: 20,000 shares 20,000 $1.2K <0.01% +5,300 Timeline