IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 264,123 shares; 2025Q1: 415,819 shares; 2025Q2: 447,463 shares; 2025Q3: 441,664 shares; 2025Q4: 448,535 shares; 2026Q1: 462,598 shares; 2026Q2: 453,284 shares 453,284 $132M 13.84% -9,314 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,751,195 shares; 2025Q1: 1,838,792 shares; 2025Q2: 1,816,341 shares; 2025Q3: 1,934,809 shares; 2025Q4: 1,699,154 shares; 2026Q1: 1,526,950 shares; 2026Q2: 1,514,996 shares 1,514,996 $48M 5.05% -11,954 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 318,341 shares; 2025Q1: 365,633 shares; 2025Q2: 387,221 shares; 2025Q3: 412,461 shares; 2025Q4: 421,283 shares; 2026Q1: 431,977 shares; 2026Q2: 430,919 shares 430,919 $42.4M 4.45% -1,058 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,101 shares; 2025Q1: 93,996 shares; 2025Q2: 106,842 shares; 2025Q3: 108,419 shares; 2025Q4: 201,261 shares; 2026Q1: 180,352 shares; 2026Q2: 203,068 shares 203,068 $38.7M 4.06% +22,716 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 loaded; 2024Q4: 109,043 shares; 2025Q1: 407,765 shares; 2025Q2: 450,340 shares; 2025Q3: 457,386 shares; 2025Q4: 486,346 shares; 2026Q1: 548,990 shares; 2026Q2: 640,420 shares 640,420 $38.6M 4.06% +91,430 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: not loaded; 2024Q4: 39,585 shares; 2025Q1: 36,574 shares; 2025Q2: 30,260 shares; 2025Q3: 37,520 shares; 2025Q4: 41,594 shares; 2026Q1: 44,528 shares; 2026Q2: 45,399 shares 45,399 $31.2M 3.28% +871 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574,388 shares; 2025Q4: 580,594 shares; 2026Q1: 626,014 shares; 2026Q2: 569,773 shares 569,773 $23.8M 2.5% -56,241 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: not loaded; 2024Q4: 50,169 shares; 2025Q1: 126,538 shares; 2025Q2: 134,202 shares; 2025Q3: 132,802 shares; 2025Q4: 154,732 shares; 2026Q1: 156,215 shares; 2026Q2: 154,150 shares 154,150 $22.9M 2.4% -2,065 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: not loaded; 2024Q4: 56,108 shares; 2025Q1: 66,140 shares; 2025Q2: 76,408 shares; 2025Q3: 85,363 shares; 2025Q4: 104,065 shares; 2026Q1: 107,551 shares; 2026Q2: 112,391 shares 112,391 $22.5M 2.36% +4,840 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 144,723 shares; 2025Q1: 417,236 shares; 2025Q2: 424,814 shares; 2025Q3: 486,801 shares; 2025Q4: 558,979 shares; 2026Q1: 809,045 shares; 2026Q2: 758,272 shares 758,272 $20.1M 2.11% -50,773 Timeline SLYG 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 loaded; 2024Q4: 5,206 shares; 2025Q1: 95,028 shares; 2025Q2: 113,899 shares; 2025Q3: 136,550 shares; 2025Q4: 149,750 shares; 2026Q1: 163,534 shares; 2026Q2: 164,987 shares 164,987 $19.7M 2.07% +1,453 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 389,679 shares 389,679 $19.2M 2.02% new 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: not loaded; 2024Q4: 24,887 shares; 2025Q1: 33,140 shares; 2025Q2: 48,480 shares; 2025Q3: 56,558 shares; 2025Q4: 57,128 shares; 2026Q1: 57,525 shares; 2026Q2: 56,147 shares 56,147 $16.2M 1.71% -1,378 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: not loaded; 2024Q4: 51,956 shares; 2025Q1: 57,911 shares; 2025Q2: 61,280 shares; 2025Q3: 65,592 shares; 2025Q4: 62,582 shares; 2026Q1: 65,567 shares; 2026Q2: 65,695 shares 65,695 $16M 1.68% +128 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,880 shares; 2025Q1: 114,129 shares; 2025Q2: 115,046 shares; 2025Q3: 115,511 shares; 2025Q4: 143,193 shares; 2026Q1: 220,807 shares; 2026Q2: 264,863 shares 264,863 $13.7M 1.44% +44,056 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 loaded; 2024Q4: 16,505 shares; 2025Q1: 22,363 shares; 2025Q2: 176,671 shares; 2025Q3: 126,538 shares; 2025Q4: 133,825 shares; 2026Q1: 141,027 shares; 2026Q2: 127,051 shares 127,051 $11.6M 1.22% -13,976 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 508,280 shares; 2025Q1: 547,013 shares; 2025Q2: 517,551 shares; 2025Q3: 559,077 shares; 2025Q4: 330,977 shares; 2026Q1: 204,164 shares; 2026Q2: 171,634 shares 171,634 $8.27M 0.87% -32,530 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,610 shares; 2025Q1: 10,900 shares; 2025Q2: 13,464 shares; 2025Q3: 13,584 shares; 2025Q4: 17,632 shares; 2026Q1: 20,690 shares; 2026Q2: 21,592 shares 21,592 $7.72M 0.81% +902 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,517 shares; 2025Q1: 4,607 shares; 2025Q2: 4,567 shares; 2025Q3: 6,666 shares; 2025Q4: 7,933 shares; 2026Q1: 10,128 shares; 2026Q2: 9,955 shares 9,955 $7.33M 0.77% -173 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: not loaded; 2024Q4: 8,838 shares; 2025Q1: 10,928 shares; 2025Q2: 13,146 shares; 2025Q3: 14,601 shares; 2025Q4: 19,439 shares; 2026Q1: 18,327 shares; 2026Q2: 18,818 shares 18,818 $7.02M 0.74% +491 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: not loaded; 2024Q4: 12,650 shares; 2025Q1: 15,299 shares; 2025Q2: 18,391 shares; 2025Q3: 22,647 shares; 2025Q4: 26,283 shares; 2026Q1: 28,698 shares; 2026Q2: 29,366 shares 29,366 $7M 0.74% +668 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,479 shares; 2025Q1: 8,621 shares; 2025Q2: 9,408 shares; 2025Q3: 13,865 shares; 2025Q4: 13,813 shares; 2026Q1: 15,300 shares; 2026Q2: 16,422 shares 16,422 $6.91M 0.73% +1,122 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,900 shares; 2025Q1: 6,132 shares; 2025Q2: 9,749 shares; 2025Q3: 10,947 shares; 2025Q4: 15,975 shares; 2026Q1: 17,129 shares; 2026Q2: 18,044 shares 18,044 $6.82M 0.72% +915 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,327 shares; 2026Q2: 123,569 shares 123,569 $6.61M 0.69% +24,242 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 loaded; 2024Q4: 81,826 shares; 2025Q1: 237,519 shares; 2025Q2: 240,015 shares; 2025Q3: 275,827 shares; 2025Q4: 275,468 shares; 2026Q1: 242,177 shares; 2026Q2: 144,580 shares 144,580 $6.58M 0.69% -97,597 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 loaded; 2024Q4: 193,362 shares; 2025Q1: 335,277 shares; 2025Q2: 333,714 shares; 2025Q3: 370,192 shares; 2025Q4: 365,463 shares; 2026Q1: 328,033 shares; 2026Q2: 127,350 shares 127,350 $6.46M 0.68% -200,683 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,002 shares; 2025Q3: 19,166 shares; 2025Q4: 40,404 shares; 2026Q1: 53,726 shares; 2026Q2: 55,968 shares 55,968 $5.77M 0.61% +2,242 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: not loaded; 2024Q4: 10,532 shares; 2025Q1: 13,815 shares; 2025Q2: 21,997 shares; 2025Q3: 58,328 shares; 2025Q4: 105,415 shares; 2026Q1: 106,079 shares; 2026Q2: 116,145 shares 116,145 $5.72M 0.6% +10,066 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 114,743 shares; 2025Q1: 115,455 shares; 2025Q2: 138,402 shares; 2025Q3: 144,161 shares; 2025Q4: 102,012 shares; 2026Q1: 111,868 shares; 2026Q2: 114,299 shares 114,299 $5.22M 0.55% +2,431 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,634 shares; 2025Q1: 25,978 shares; 2025Q2: 26,097 shares; 2025Q3: 26,774 shares; 2025Q4: 28,274 shares; 2026Q1: 28,970 shares; 2026Q2: 27,925 shares 27,925 $5.17M 0.54% -1,045 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,091 shares; 2025Q3: 24,150 shares; 2025Q4: 28,874 shares; 2026Q1: 37,537 shares; 2026Q2: 40,456 shares 40,456 $4.81M 0.51% +2,919 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,607 shares; 2025Q1: 3,521 shares; 2025Q2: 3,968 shares; 2025Q3: 5,012 shares; 2025Q4: 6,978 shares; 2026Q1: 7,652 shares; 2026Q2: 7,895 shares 7,895 $4.45M 0.47% +243 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,880 shares 6,880 $4.41M 0.46% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 2,638 shares; 2025Q4: 2,751 shares; 2026Q1: 2,964 shares; 2026Q2: 3,690 shares 3,690 $4.26M 0.45% +726 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,820 shares; 2025Q1: 23,829 shares; 2025Q2: 26,618 shares; 2025Q3: 30,660 shares; 2025Q4: 28,413 shares; 2026Q1: 27,962 shares; 2026Q2: 26,542 shares 26,542 $4.19M 0.44% -1,420 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,057 shares; 2025Q1: 1,256 shares; 2025Q2: 1,269 shares; 2025Q3: 2,031 shares; 2025Q4: 2,816 shares; 2026Q1: 3,044 shares; 2026Q2: 3,281 shares 3,281 $3.94M 0.41% +237 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,919 shares; 2025Q1: 147,088 shares; 2025Q2: 147,563 shares; 2025Q3: 165,222 shares; 2025Q4: 173,351 shares; 2026Q1: 185,938 shares; 2026Q2: 203,575 shares 203,575 $3.93M 0.41% +17,637 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,537 shares; 2025Q1: 4,376 shares; 2025Q2: 4,613 shares; 2025Q3: 5,420 shares; 2025Q4: 8,562 shares; 2026Q1: 10,116 shares; 2026Q2: 11,022 shares 11,022 $3.89M 0.41% +906 Timeline KORP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,486 shares; 2026Q2: 82,332 shares 82,332 $3.86M 0.41% +13,846 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: not loaded; 2024Q4: 21,855 shares; 2025Q1: 23,646 shares; 2025Q2: 22,756 shares; 2025Q3: 21,951 shares; 2025Q4: 21,366 shares; 2026Q1: 21,420 shares; 2026Q2: 21,518 shares 21,518 $3.84M 0.4% +98 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,166 shares; 2026Q2: 74,038 shares 74,038 $3.76M 0.4% +69,872 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,177 shares; 2026Q1: 58,436 shares; 2026Q2: 70,595 shares 70,595 $3.6M 0.38% +12,159 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,968 shares; 2025Q1: 119,122 shares; 2025Q2: 115,276 shares; 2025Q3: 116,980 shares; 2025Q4: 108,149 shares; 2026Q1: 107,551 shares; 2026Q2: 105,932 shares 105,932 $3.55M 0.37% -1,619 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 loaded; 2024Q4: 3,707 shares; 2025Q1: 4,026 shares; 2025Q2: 6,753 shares; 2025Q3: 7,081 shares; 2025Q4: 6,150 shares; 2026Q1: 6,017 shares; 2026Q2: 6,088 shares 6,088 $3.54M 0.37% +71 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,173 shares; 2025Q1: 14,336 shares; 2025Q2: 12,266 shares; 2025Q3: 11,205 shares; 2025Q4: 10,665 shares; 2026Q1: 10,692 shares; 2026Q2: 9,521 shares 9,521 $3.52M 0.37% -1,171 Timeline VCLT 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 loaded; 2024Q4: 78,873 shares; 2025Q1: 60,919 shares; 2025Q2: 57,998 shares; 2025Q3: 55,952 shares; 2025Q4: 74,570 shares; 2026Q1: 50,075 shares; 2026Q2: 44,827 shares 44,827 $3.37M 0.35% -5,248 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 4,705 shares; 2025Q3: 5,127 shares; 2025Q4: 7,290 shares; 2026Q1: 6,345 shares; 2026Q2: 6,784 shares 6,784 $3.24M 0.34% +439 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,616 shares; 2025Q4: 18,988 shares; 2026Q1: 22,816 shares; 2026Q2: 22,188 shares 22,188 $3.21M 0.34% -628 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,252 shares 35,252 $3.17M 0.33% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,167 shares; 2025Q2: 94,836 shares; 2025Q3: 92,926 shares; 2025Q4: 44,278 shares; 2026Q1: 35,033 shares; 2026Q2: 29,733 shares 29,733 $3.09M 0.32% -5,300 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,303 shares; 2025Q4: 27,124 shares; 2026Q1: 32,498 shares; 2026Q2: 41,334 shares 41,334 $3.03M 0.32% +8,836 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,261 shares; 2026Q1: 28,191 shares; 2026Q2: 31,362 shares 31,362 $2.99M 0.31% +3,171 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,105 shares; 2025Q1: 5,003 shares; 2025Q2: 5,483 shares; 2025Q3: 5,152 shares; 2025Q4: 5,385 shares; 2026Q1: 5,243 shares; 2026Q2: 5,894 shares 5,894 $2.95M 0.31% +651 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: not loaded; 2024Q4: 11,960 shares; 2025Q1: 10,162 shares; 2025Q2: 10,408 shares; 2025Q3: 10,176 shares; 2025Q4: 13,221 shares; 2026Q1: 9,776 shares; 2026Q2: 9,545 shares 9,545 $2.92M 0.31% -231 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,514 shares; 2025Q4: 11,338 shares; 2026Q1: 23,827 shares; 2026Q2: 28,523 shares 28,523 $2.91M 0.31% +4,696 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,296 shares; 2025Q2: 3,296 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,303 shares; 2026Q2: 9,923 shares 9,923 $2.84M 0.3% +6,620 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,286 shares; 2026Q1: 85,805 shares; 2026Q2: 84,990 shares 84,990 $2.76M 0.29% -815 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 loaded; 2024Q4: 5,803 shares; 2025Q1: 4,444 shares; 2025Q2: 3,707 shares; 2025Q3: not reported; 2025Q4: 34,807 shares; 2026Q1: 33,752 shares; 2026Q2: 32,968 shares 32,968 $2.73M 0.29% -784 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,090 shares; 2025Q1: 9,540 shares; 2025Q2: 7,946 shares; 2025Q3: 6,428 shares; 2025Q4: 5,586 shares; 2026Q1: 4,236 shares; 2026Q2: 3,864 shares 3,864 $2.72M 0.29% -372 Timeline VFMF 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 loaded; 2024Q4: 25,612 shares; 2025Q1: 25,663 shares; 2025Q2: 20,808 shares; 2025Q3: 21,058 shares; 2025Q4: 15,623 shares; 2026Q1: 15,353 shares; 2026Q2: 15,156 shares 15,156 $2.68M 0.28% -197 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,184 shares; 2025Q1: 27,092 shares; 2025Q2: 24,970 shares; 2025Q3: 25,580 shares; 2025Q4: 37,310 shares; 2026Q1: 34,745 shares; 2026Q2: 37,397 shares 37,397 $2.66M 0.28% +2,652 Timeline RPG 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 loaded; 2024Q4: 50,924 shares; 2025Q1: 47,637 shares; 2025Q2: 46,885 shares; 2025Q3: 46,129 shares; 2025Q4: 42,556 shares; 2026Q1: 42,102 shares; 2026Q2: 40,907 shares 40,907 $2.61M 0.27% -1,195 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,469 shares; 2025Q4: 24,736 shares; 2026Q1: 30,343 shares; 2026Q2: 62,694 shares 62,694 $2.6M 0.27% +32,351 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 1,516 shares; 2025Q4: 2,044 shares; 2026Q1: 2,928 shares; 2026Q2: 3,397 shares 3,397 $2.59M 0.27% +469 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 416 shares; 2025Q1: 401 shares; 2025Q2: 861 shares; 2025Q3: 1,502 shares; 2025Q4: 2,398 shares; 2026Q1: 2,474 shares; 2026Q2: 2,549 shares 2,549 $2.58M 0.27% +75 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 loaded; 2024Q4: 7,719 shares; 2025Q1: 8,308 shares; 2025Q2: 8,159 shares; 2025Q3: 7,663 shares; 2025Q4: 7,333 shares; 2026Q1: 8,487 shares; 2026Q2: 8,551 shares 8,551 $2.55M 0.27% +64 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,483 shares; 2025Q1: 16,051 shares; 2025Q2: not reported; 2025Q3: 47,887 shares; 2025Q4: 47,265 shares; 2026Q1: 54,260 shares; 2026Q2: 91,617 shares 91,617 $2.54M 0.27% +37,357 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,562 shares; 2025Q1: 104,967 shares; 2025Q2: 87,753 shares; 2025Q3: 66,724 shares; 2025Q4: 45,929 shares; 2026Q1: 38,510 shares; 2026Q2: 41,516 shares 41,516 $2.48M 0.26% +3,006 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,693 shares; 2026Q1: 12,553 shares; 2026Q2: 34,187 shares 34,187 $2.46M 0.26% +21,634 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 loaded; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 1,561 shares; 2025Q3: 1,371 shares; 2025Q4: 1,415 shares; 2026Q1: 2,043 shares; 2026Q2: 2,156 shares 2,156 $2.3M 0.24% +113 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,624 shares; 2025Q1: 3,452 shares; 2025Q2: 5,367 shares; 2025Q3: 5,565 shares; 2025Q4: 7,706 shares; 2026Q1: 8,582 shares; 2026Q2: 8,863 shares 8,863 $2.23M 0.23% +281 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 4,080 shares; 2025Q4: 5,442 shares; 2026Q1: 5,523 shares; 2026Q2: 6,009 shares 6,009 $2.21M 0.23% +486 Timeline AIQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,037 shares; 2026Q1: 29,245 shares; 2026Q2: 33,549 shares 33,549 $2.2M 0.23% +4,304 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 loaded; 2024Q4: 2,599 shares; 2025Q1: 2,465 shares; 2025Q2: 2,346 shares; 2025Q3: 2,103 shares; 2025Q4: 10,978 shares; 2026Q1: 10,724 shares; 2026Q2: 10,011 shares 10,011 $2.2M 0.23% -713 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,528 shares; 2025Q1: 1,715 shares; 2025Q2: 1,324 shares; 2025Q3: 2,560 shares; 2025Q4: 3,937 shares; 2026Q1: 3,143 shares; 2026Q2: 2,898 shares 2,898 $2.16M 0.23% -245 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,701 shares; 2025Q1: 7,337 shares; 2025Q2: 6,148 shares; 2025Q3: 5,692 shares; 2025Q4: 5,811 shares; 2026Q1: 7,336 shares; 2026Q2: 26,834 shares 26,834 $2.16M 0.23% +19,498 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 415 shares; 2025Q1: 453 shares; 2025Q2: 467 shares; 2025Q3: 1,203 shares; 2025Q4: 2,214 shares; 2026Q1: 2,282 shares; 2026Q2: 2,234 shares 2,234 $2.09M 0.22% -48 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,749 shares 3,749 $2.02M 0.21% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,267 shares; 2026Q2: 20,345 shares 20,345 $2.01M 0.21% +17,078 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,673 shares; 2025Q2: 4,114 shares; 2025Q3: 4,147 shares; 2025Q4: 4,623 shares; 2026Q1: 4,458 shares; 2026Q2: 4,622 shares 4,622 $2M 0.21% +164 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,161 shares; 2025Q1: 2,048 shares; 2025Q2: 3,181 shares; 2025Q3: 4,673 shares; 2025Q4: 6,072 shares; 2026Q1: 6,495 shares; 2026Q2: 5,678 shares 5,678 $2M 0.21% -817 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,100 shares; 2026Q1: 6,948 shares; 2026Q2: 7,784 shares 7,784 $1.96M 0.21% +836 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 loaded; 2024Q4: 5,495 shares; 2025Q1: 7,810 shares; 2025Q2: 9,376 shares; 2025Q3: 11,860 shares; 2025Q4: 13,788 shares; 2026Q1: 15,290 shares; 2026Q2: 15,206 shares 15,206 $1.94M 0.2% -84 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,010 shares; 2025Q1: 49,308 shares; 2025Q2: 59,623 shares; 2025Q3: 66,925 shares; 2025Q4: 82,453 shares; 2026Q1: 70,043 shares; 2026Q2: 75,454 shares 75,454 $1.94M 0.2% +5,411 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: not loaded; 2024Q4: 7,933 shares; 2025Q1: 6,840 shares; 2025Q2: 6,423 shares; 2025Q3: 6,100 shares; 2025Q4: 10,289 shares; 2026Q1: 9,869 shares; 2026Q2: 9,734 shares 9,734 $1.92M 0.2% -135 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 9,796 shares; 2025Q3: 10,015 shares; 2025Q4: 13,622 shares; 2026Q1: 10,306 shares; 2026Q2: 10,571 shares 10,571 $1.91M 0.2% +265 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,549 shares; 2025Q1: 4,154 shares; 2025Q2: 4,385 shares; 2025Q3: 4,333 shares; 2025Q4: 5,434 shares; 2026Q1: 6,023 shares; 2026Q2: 7,361 shares 7,361 $1.87M 0.2% +1,338 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,507 shares; 2025Q1: 9,311 shares; 2025Q2: 7,593 shares; 2025Q3: 7,209 shares; 2025Q4: 7,427 shares; 2026Q1: 9,089 shares; 2026Q2: 8,572 shares 8,572 $1.87M 0.2% -517 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,374 shares; 2025Q2: 1,430 shares; 2025Q3: 3,575 shares; 2025Q4: 5,594 shares; 2026Q1: 5,636 shares; 2026Q2: 5,408 shares 5,408 $1.84M 0.19% -228 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 562 shares; 2025Q4: 717 shares; 2026Q1: 959 shares; 2026Q2: 1,558 shares 1,558 $1.83M 0.19% +599 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,315 shares; 2025Q4: 54,940 shares; 2026Q1: 64,498 shares; 2026Q2: 56,526 shares 56,526 $1.81M 0.19% -7,972 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 loaded; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 4,503 shares; 2025Q3: 7,190 shares; 2025Q4: 10,024 shares; 2026Q1: 12,462 shares; 2026Q2: 15,286 shares 15,286 $1.78M 0.19% +2,824 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,604 shares; 2025Q1: 3,150 shares; 2025Q2: 3,743 shares; 2025Q3: 2,633 shares; 2025Q4: 4,178 shares; 2026Q1: 5,444 shares; 2026Q2: 5,840 shares 5,840 $1.75M 0.18% +396 Timeline BILS 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 loaded; 2024Q4: 14,510 shares; 2025Q1: 19,832 shares; 2025Q2: 25,313 shares; 2025Q3: 24,085 shares; 2025Q4: 21,972 shares; 2026Q1: 18,988 shares; 2026Q2: 17,614 shares 17,614 $1.75M 0.18% -1,374 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: not loaded; 2024Q4: 5,656 shares; 2025Q1: 5,737 shares; 2025Q2: 5,240 shares; 2025Q3: 4,535 shares; 2025Q4: 4,734 shares; 2026Q1: 8,723 shares; 2026Q2: 8,955 shares 8,955 $1.68M 0.18% +232 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,444 shares; 2025Q1: 7,942 shares; 2025Q2: 9,629 shares; 2025Q3: 7,828 shares; 2025Q4: 15,516 shares; 2026Q1: 17,017 shares; 2026Q2: 14,740 shares 14,740 $1.67M 0.18% -2,277 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,764 shares; 2025Q1: 3,251 shares; 2025Q2: 4,288 shares; 2025Q3: 3,768 shares; 2025Q4: 4,634 shares; 2026Q1: 4,412 shares; 2026Q2: 5,075 shares 5,075 $1.66M 0.17% +663 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,780 shares 13,780 $1.66M 0.17% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,368 shares; 2025Q1: 1,045 shares; 2025Q2: 870 shares; 2025Q3: 1,122 shares; 2025Q4: 1,259 shares; 2026Q1: 1,378 shares; 2026Q2: 2,179 shares 2,179 $1.63M 0.17% +801 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,674 shares; 2025Q4: 8,290 shares; 2026Q1: 11,700 shares; 2026Q2: 12,952 shares 12,952 $1.62M 0.17% +1,252 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,249 shares; 2026Q1: 9,398 shares; 2026Q2: 10,927 shares 10,927 $1.6M 0.17% +1,529 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,771 shares; 2026Q1: 22,226 shares; 2026Q2: 27,377 shares 27,377 $1.59M 0.17% +5,151 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 loaded; 2024Q4: 14,937 shares; 2025Q1: 20,400 shares; 2025Q2: 18,870 shares; 2025Q3: 18,002 shares; 2025Q4: 17,111 shares; 2026Q1: 16,348 shares; 2026Q2: 15,575 shares 15,575 $1.57M 0.16% -773 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,157 shares; 2025Q1: 3,341 shares; 2025Q2: 4,003 shares; 2025Q3: 4,050 shares; 2025Q4: 4,771 shares; 2026Q1: 5,172 shares; 2026Q2: 4,411 shares 4,411 $1.51M 0.16% -761 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,882 shares; 2025Q4: 11,318 shares; 2026Q1: 12,521 shares; 2026Q2: 16,519 shares 16,519 $1.48M 0.16% +3,998 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 2,247 shares; 2026Q1: 2,536 shares; 2026Q2: 2,249 shares 2,249 $1.48M 0.15% -287 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,459 shares; 2025Q3: 27,994 shares; 2025Q4: 41,640 shares; 2026Q1: 46,861 shares; 2026Q2: 52,283 shares 52,283 $1.47M 0.15% +5,422 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,435 shares; 2025Q1: 22,631 shares; 2025Q2: 15,404 shares; 2025Q3: 16,351 shares; 2025Q4: 14,862 shares; 2026Q1: 15,288 shares; 2026Q2: 14,606 shares 14,606 $1.46M 0.15% -682 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,139 shares; 2025Q2: 16,096 shares; 2025Q3: 15,542 shares; 2025Q4: 30,523 shares; 2026Q1: 39,365 shares; 2026Q2: 44,475 shares 44,475 $1.46M 0.15% +5,110 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,419 shares; 2025Q1: 7,525 shares; 2025Q2: 7,667 shares; 2025Q3: 8,566 shares; 2025Q4: 9,815 shares; 2026Q1: 10,326 shares; 2026Q2: 10,531 shares 10,531 $1.44M 0.15% +205 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 loaded; 2024Q4: 6,202 shares; 2025Q1: 13,627 shares; 2025Q2: 11,898 shares; 2025Q3: 16,715 shares; 2025Q4: 20,475 shares; 2026Q1: 17,720 shares; 2026Q2: 17,087 shares 17,087 $1.39M 0.15% -633 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 loaded; 2024Q4: not reported; 2025Q1: 5,823 shares; 2025Q2: 8,506 shares; 2025Q3: 14,072 shares; 2025Q4: 25,148 shares; 2026Q1: 46,375 shares; 2026Q2: 39,327 shares 39,327 $1.37M 0.14% -7,048 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,101 shares; 2026Q1: 2,215 shares; 2026Q2: 5,357 shares 5,357 $1.37M 0.14% +3,142 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,427 shares; 2025Q3: 2,444 shares; 2025Q4: 3,186 shares; 2026Q1: 5,622 shares; 2026Q2: 5,171 shares 5,171 $1.32M 0.14% -451 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,236 shares 13,236 $1.32M 0.14% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,814 shares; 2026Q1: 29,110 shares; 2026Q2: 29,233 shares 29,233 $1.3M 0.14% +123 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,478 shares; 2025Q1: 1,709 shares; 2025Q2: 1,474 shares; 2025Q3: 1,474 shares; 2025Q4: 1,423 shares; 2026Q1: 2,864 shares; 2026Q2: 4,259 shares 4,259 $1.29M 0.14% +1,395 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 3,126 shares; 2026Q1: 3,685 shares; 2026Q2: 4,667 shares 4,667 $1.29M 0.14% +982 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,279 shares; 2026Q2: 8,966 shares 8,966 $1.25M 0.13% +3,687 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,811 shares; 2025Q1: 36,080 shares; 2025Q2: 36,077 shares; 2025Q3: 39,237 shares; 2025Q4: 40,092 shares; 2026Q1: 40,987 shares; 2026Q2: 41,645 shares 41,645 $1.23M 0.13% +658 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,619 shares; 2026Q2: 76,727 shares 76,727 $1.21M 0.13% +56,108 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,054 shares; 2025Q2: 5,514 shares; 2025Q3: 5,457 shares; 2025Q4: 7,850 shares; 2026Q1: 7,937 shares; 2026Q2: 8,819 shares 8,819 $1.21M 0.13% +882 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: not loaded; 2024Q4: not reported; 2025Q1: 21,177 shares; 2025Q2: 21,324 shares; 2025Q3: 21,324 shares; 2025Q4: 33,516 shares; 2026Q1: 33,516 shares; 2026Q2: 32,654 shares 32,654 $1.2M 0.13% -862 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,195 shares; 2025Q1: 15,452 shares; 2025Q2: 14,114 shares; 2025Q3: 13,510 shares; 2025Q4: 13,447 shares; 2026Q1: 13,315 shares; 2026Q2: 11,551 shares 11,551 $1.2M 0.13% -1,764 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,190 shares; 2026Q2: 29,087 shares 29,087 $1.2M 0.13% +11,897 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,146 shares; 2025Q3: not reported; 2025Q4: 4,215 shares; 2026Q1: 7,505 shares; 2026Q2: 9,990 shares 9,990 $1.17M 0.12% +2,485 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,301 shares; 2025Q2: 20,669 shares; 2025Q3: 24,479 shares; 2025Q4: 29,257 shares; 2026Q1: 31,394 shares; 2026Q2: 22,873 shares 22,873 $1.16M 0.12% -8,521 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,321 shares; 2025Q4: 8,686 shares; 2026Q1: 9,881 shares; 2026Q2: 11,570 shares 11,570 $1.16M 0.12% +1,689 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,921 shares; 2025Q3: 8,158 shares; 2025Q4: 11,572 shares; 2026Q1: 7,498 shares; 2026Q2: 7,851 shares 7,851 $1.15M 0.12% +353 Timeline HYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,998 shares; 2025Q2: 17,361 shares; 2025Q3: 20,352 shares; 2025Q4: 27,698 shares; 2026Q1: 25,650 shares; 2026Q2: 29,482 shares 29,482 $1.1M 0.12% +3,832 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,021 shares; 2025Q4: 8,150 shares; 2026Q1: 8,717 shares; 2026Q2: 11,141 shares 11,141 $1.09M 0.11% +2,424 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 3,044 shares; 2025Q3: 3,022 shares; 2025Q4: 4,104 shares; 2026Q1: 4,268 shares; 2026Q2: 4,913 shares 4,913 $1.08M 0.11% +645 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: not loaded; 2024Q4: 4,962 shares; 2025Q1: 17,743 shares; 2025Q2: 19,473 shares; 2025Q3: 26,144 shares; 2025Q4: 28,280 shares; 2026Q1: 25,401 shares; 2026Q2: 6,524 shares 6,524 $1.04M 0.11% -18,877 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,002 shares 6,002 $1.03M 0.11% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,594 shares; 2025Q1: 4,694 shares; 2025Q2: 5,729 shares; 2025Q3: 5,808 shares; 2025Q4: 6,444 shares; 2026Q1: 6,507 shares; 2026Q2: 6,113 shares 6,113 $1.01M 0.11% -394 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 loaded; 2024Q4: 844 shares; 2025Q1: 1,391 shares; 2025Q2: 4,412 shares; 2025Q3: 2,914 shares; 2025Q4: 2,779 shares; 2026Q1: 3,426 shares; 2026Q2: 2,399 shares 2,399 $997K 0.1% -1,027 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,378 shares; 2025Q1: 2,300 shares; 2025Q2: 2,092 shares; 2025Q3: 2,050 shares; 2025Q4: 2,083 shares; 2026Q1: 2,046 shares; 2026Q2: 7,974 shares 7,974 $990K 0.1% +5,928 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,878 shares; 2025Q1: 2,311 shares; 2025Q2: 3,357 shares; 2025Q3: 3,501 shares; 2025Q4: 4,058 shares; 2026Q1: 9,193 shares; 2026Q2: 6,628 shares 6,628 $971K 0.1% -2,565 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,929 shares; 2025Q1: 13,225 shares; 2025Q2: 10,633 shares; 2025Q3: 12,509 shares; 2025Q4: 11,226 shares; 2026Q1: 11,910 shares; 2026Q2: 10,021 shares 10,021 $968K 0.1% -1,889 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,977 shares; 2025Q1: 3,808 shares; 2025Q2: 3,734 shares; 2025Q3: 7,440 shares; 2025Q4: 24,262 shares; 2026Q1: 16,087 shares; 2026Q2: 11,527 shares 11,527 $953K 0.1% -4,560 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 951 shares; 2026Q2: 1,309 shares 1,309 $946K 0.1% +358 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,959 shares 48,959 $946K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 1,450 shares; 2025Q3: 1,489 shares; 2025Q4: 1,859 shares; 2026Q1: 2,294 shares; 2026Q2: 2,501 shares 2,501 $935K 0.1% +207 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 931 shares; 2025Q1: 941 shares; 2025Q2: 503 shares; 2025Q3: 816 shares; 2025Q4: 1,068 shares; 2026Q1: 1,988 shares; 2026Q2: 10,732 shares 10,732 $924K 0.1% +8,744 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,125 shares 11,125 $919K 0.1% new Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,903 shares; 2026Q2: 24,603 shares 24,603 $900K 0.09% -300 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,427 shares; 2025Q1: 8,457 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,132 shares; 2026Q1: 8,193 shares; 2026Q2: 8,506 shares 8,506 $895K 0.09% +313 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,018 shares; 2025Q3: 2,949 shares; 2025Q4: 4,126 shares; 2026Q1: 5,153 shares; 2026Q2: 5,681 shares 5,681 $886K 0.09% +528 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,687 shares; 2025Q2: 5,825 shares; 2025Q3: 4,931 shares; 2025Q4: 6,212 shares; 2026Q1: 7,851 shares; 2026Q2: 10,836 shares 10,836 $881K 0.09% +2,985 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 748 shares; 2025Q2: 720 shares; 2025Q3: 1,011 shares; 2025Q4: 13,994 shares; 2026Q1: 13,611 shares; 2026Q2: 12,273 shares 12,273 $876K 0.09% -1,338 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 2,110 shares; 2025Q4: 2,382 shares; 2026Q1: 2,657 shares; 2026Q2: 2,418 shares 2,418 $876K 0.09% -239 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 loaded; 2024Q4: 4,613 shares; 2025Q1: 8,514 shares; 2025Q2: 11,313 shares; 2025Q3: 10,089 shares; 2025Q4: 15,991 shares; 2026Q1: 13,533 shares; 2026Q2: 15,279 shares 15,279 $871K 0.09% +1,746 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 998 shares; 2025Q4: 1,386 shares; 2026Q1: 1,519 shares; 2026Q2: 1,605 shares 1,605 $840K 0.09% +86 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,516 shares 10,516 $823K 0.09% new Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,969 shares; 2026Q2: 88,142 shares 88,142 $820K 0.09% -19,827 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,284 shares; 2025Q3: 19,119 shares; 2025Q4: 27,550 shares; 2026Q1: 24,881 shares; 2026Q2: 23,805 shares 23,805 $806K 0.08% -1,076 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,883 shares; 2025Q2: 3,207 shares; 2025Q3: 3,705 shares; 2025Q4: 5,580 shares; 2026Q1: 6,072 shares; 2026Q2: 5,284 shares 5,284 $801K 0.08% -788 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,711 shares; 2025Q1: 26,231 shares; 2025Q2: 24,851 shares; 2025Q3: 24,553 shares; 2025Q4: 23,058 shares; 2026Q1: 19,239 shares; 2026Q2: 16,279 shares 16,279 $791K 0.08% -2,960 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,486 shares; 2026Q2: 2,606 shares 2,606 $789K 0.08% +120 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,197 shares; 2025Q2: 1,526 shares; 2025Q3: 2,588 shares; 2025Q4: 4,466 shares; 2026Q1: 4,409 shares; 2026Q2: 3,595 shares 3,595 $778K 0.08% -814 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,041 shares; 2026Q2: 53,377 shares 53,377 $771K 0.08% +15,336 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,178 shares; 2025Q3: 4,012 shares; 2025Q4: 5,080 shares; 2026Q1: 7,050 shares; 2026Q2: 6,233 shares 6,233 $763K 0.08% -817 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,511 shares; 2025Q2: 3,757 shares; 2025Q3: 3,540 shares; 2025Q4: 4,695 shares; 2026Q1: 5,774 shares; 2026Q2: 5,874 shares 5,874 $755K 0.08% +100 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,301 shares; 2025Q3: 11,130 shares; 2025Q4: 16,102 shares; 2026Q1: 16,105 shares; 2026Q2: 10,390 shares 10,390 $750K 0.08% -5,715 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,361 shares; 2026Q2: 14,941 shares 14,941 $744K 0.08% -420 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,486 shares; 2025Q4: 31,081 shares; 2026Q1: 34,673 shares; 2026Q2: 41,188 shares 41,188 $739K 0.08% +6,515 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 loaded; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 3,357 shares; 2025Q3: 2,926 shares; 2025Q4: 4,156 shares; 2026Q1: 4,375 shares; 2026Q2: 3,850 shares 3,850 $730K 0.08% -525 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,044 shares; 2025Q2: 12,807 shares; 2025Q3: 12,566 shares; 2025Q4: 12,508 shares; 2026Q1: 17,448 shares; 2026Q2: 13,730 shares 13,730 $724K 0.08% -3,718 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,464 shares; 2025Q1: not reported; 2025Q2: 4,503 shares; 2025Q3: 6,115 shares; 2025Q4: 7,591 shares; 2026Q1: 6,037 shares; 2026Q2: 6,624 shares 6,624 $713K 0.07% +587 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,410 shares; 2025Q1: 13,163 shares; 2025Q2: 11,451 shares; 2025Q3: 14,378 shares; 2025Q4: 12,931 shares; 2026Q1: 12,616 shares; 2026Q2: 14,717 shares 14,717 $713K 0.07% +2,101 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,507 shares; 2026Q1: not reported; 2026Q2: 15,884 shares 15,884 $707K 0.07% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,744 shares; 2025Q3: 9,280 shares; 2025Q4: 6,627 shares; 2026Q1: 10,602 shares; 2026Q2: 8,106 shares 8,106 $701K 0.07% -2,496 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,326 shares 5,326 $676K 0.07% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,043 shares; 2025Q1: 1,340 shares; 2025Q2: 2,122 shares; 2025Q3: 1,749 shares; 2025Q4: 2,075 shares; 2026Q1: 2,314 shares; 2026Q2: 2,385 shares 2,385 $671K 0.07% +71 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares; 2026Q2: 694 shares 694 $670K 0.07% -65 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,913 shares 18,913 $666K 0.07% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,574 shares; 2025Q1: 9,410 shares; 2025Q2: 4,710 shares; 2025Q3: 4,626 shares; 2025Q4: 5,804 shares; 2026Q1: 5,855 shares; 2026Q2: 6,548 shares 6,548 $648K 0.07% +693 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,254 shares; 2026Q1: 7,332 shares; 2026Q2: 10,449 shares 10,449 $645K 0.07% +3,117 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $637K 0.07% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,523 shares; 2025Q4: 2,139 shares; 2026Q1: 2,439 shares; 2026Q2: 2,653 shares 2,653 $630K 0.07% +214 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,779 shares; 2026Q2: 16,033 shares 16,033 $630K 0.07% +9,254 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,020 shares; 2025Q2: 20,372 shares; 2025Q3: 16,900 shares; 2025Q4: 16,759 shares; 2026Q1: 14,119 shares; 2026Q2: 9,784 shares 9,784 $629K 0.07% -4,335 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,575 shares; 2026Q1: 12,596 shares; 2026Q2: 17,375 shares 17,375 $628K 0.07% +4,779 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,005 shares; 2026Q2: 11,153 shares 11,153 $626K 0.07% +7,148 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 14,370 shares; 2026Q1: 16,485 shares; 2026Q2: 18,736 shares 18,736 $624K 0.07% +2,251 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,992 shares; 2026Q2: 16,954 shares 16,954 $619K 0.07% +8,962 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,886 shares; 2025Q4: 10,617 shares; 2026Q1: 7,571 shares; 2026Q2: 11,703 shares 11,703 $613K 0.06% +4,132 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: not loaded; 2024Q4: 6,151 shares; 2025Q1: 7,609 shares; 2025Q2: 7,042 shares; 2025Q3: 6,985 shares; 2025Q4: 20,983 shares; 2026Q1: 23,818 shares; 2026Q2: 11,541 shares 11,541 $613K 0.06% -12,277 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,554 shares; 2025Q1: 13,528 shares; 2025Q2: 6,655 shares; 2025Q3: 7,499 shares; 2025Q4: 11,441 shares; 2026Q1: 12,182 shares; 2026Q2: 12,102 shares 12,102 $612K 0.06% -80 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,690 shares; 2026Q2: 24,827 shares 24,827 $610K 0.06% +2,137 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 2,015 shares 2,015 $608K 0.06% +1,843 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,996 shares; 2026Q1: 11,860 shares; 2026Q2: 12,675 shares 12,675 $605K 0.06% +815 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: not reported; 2026Q2: 2,994 shares 2,994 $601K 0.06% new 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 loaded; 2024Q4: 657 shares; 2025Q1: 752 shares; 2025Q2: 744 shares; 2025Q3: 623 shares; 2025Q4: 720 shares; 2026Q1: 802 shares; 2026Q2: 1,392 shares 1,392 $593K 0.06% +590 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,467 shares; 2025Q3: 46,422 shares; 2025Q4: 35,072 shares; 2026Q1: 21,342 shares; 2026Q2: 16,882 shares 16,882 $592K 0.06% -4,460 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,403 shares; 2026Q2: 18,161 shares 18,161 $592K 0.06% -2,242 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 925 shares; 2025Q1: 979 shares; 2025Q2: 1,045 shares; 2025Q3: 1,030 shares; 2025Q4: 1,089 shares; 2026Q1: 970 shares; 2026Q2: 1,147 shares 1,147 $591K 0.06% +177 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,693 shares; 2025Q2: 15,640 shares; 2025Q3: 15,738 shares; 2025Q4: 11,341 shares; 2026Q1: 12,717 shares; 2026Q2: 13,888 shares 13,888 $588K 0.06% +1,171 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,071 shares 10,071 $587K 0.06% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,277 shares; 2025Q4: 2,859 shares; 2026Q1: 3,047 shares; 2026Q2: 2,503 shares 2,503 $574K 0.06% -544 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 loaded; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: 1,717 shares; 2025Q3: 1,695 shares; 2025Q4: 1,879 shares; 2026Q1: 1,960 shares; 2026Q2: 1,695 shares 1,695 $573K 0.06% -265 Timeline TXXI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,213 shares 11,213 $570K 0.06% 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: not loaded; 2024Q4: 1,815 shares; 2025Q1: 2,735 shares; 2025Q2: 3,842 shares; 2025Q3: 3,244 shares; 2025Q4: 3,717 shares; 2026Q1: 3,976 shares; 2026Q2: 3,873 shares 3,873 $568K 0.06% -103 Timeline CGHM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,967 shares 21,967 $568K 0.06% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,667 shares; 2026Q1: 4,102 shares; 2026Q2: 4,077 shares 4,077 $561K 0.06% -25 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,100 shares; 2025Q1: 3,099 shares; 2025Q2: 3,028 shares; 2025Q3: 2,984 shares; 2025Q4: 3,013 shares; 2026Q1: 3,064 shares; 2026Q2: 3,404 shares 3,404 $559K 0.06% +340 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,507 shares 26,507 $558K 0.06% new 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 loaded; 2024Q4: 693 shares; 2025Q1: 807 shares; 2025Q2: 750 shares; 2025Q3: 756 shares; 2025Q4: 1,137 shares; 2026Q1: 1,514 shares; 2026Q2: 1,082 shares 1,082 $556K 0.06% -432 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,507 shares; 2026Q1: 6,915 shares; 2026Q2: 8,119 shares 8,119 $553K 0.06% +1,204 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 2,669 shares; 2025Q3: 2,251 shares; 2025Q4: 2,465 shares; 2026Q1: 2,642 shares; 2026Q2: 2,595 shares 2,595 $542K 0.06% -47 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,818 shares; 2025Q4: 4,797 shares; 2026Q1: 5,244 shares; 2026Q2: 6,963 shares 6,963 $539K 0.06% +1,719 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,712 shares 11,712 $536K 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: 2,029 shares; 2026Q2: 2,050 shares 2,050 $535K 0.06% +21 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 2,446 shares; 2025Q4: 1,544 shares; 2026Q1: 1,274 shares; 2026Q2: 1,049 shares 1,049 $534K 0.06% -225 Timeline CGMU 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,451 shares 19,451 $534K 0.06% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,749 shares; 2026Q1: 3,493 shares; 2026Q2: 5,077 shares 5,077 $533K 0.06% +1,584 Timeline HTRB 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 loaded; 2024Q4: not reported; 2025Q1: 18,522 shares; 2025Q2: 17,010 shares; 2025Q3: 15,972 shares; 2025Q4: 15,972 shares; 2026Q1: 16,800 shares; 2026Q2: 15,686 shares 15,686 $529K 0.06% -1,114 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: not loaded; 2024Q4: 17,532 shares; 2025Q1: 14,200 shares; 2025Q2: 10,914 shares; 2025Q3: 8,874 shares; 2025Q4: 8,059 shares; 2026Q1: 7,661 shares; 2026Q2: 6,565 shares 6,565 $506K 0.05% -1,096 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,729 shares; 2025Q4: 10,469 shares; 2026Q1: 11,329 shares; 2026Q2: 11,562 shares 11,562 $499K 0.05% +233 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 760 shares; 2025Q1: 1,505 shares; 2025Q2: 2,011 shares; 2025Q3: 1,825 shares; 2025Q4: 2,124 shares; 2026Q1: 2,270 shares; 2026Q2: 1,823 shares 1,823 $493K 0.05% -447 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,618 shares; 2025Q1: 3,639 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 4,687 shares; 2026Q1: 4,446 shares; 2026Q2: 4,466 shares 4,466 $493K 0.05% +20 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,030 shares; 2026Q2: 6,375 shares 6,375 $481K 0.05% +2,345 Timeline APXM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,806 shares; 2025Q3: 12,806 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares; 2026Q2: 15,123 shares 15,123 $479K 0.05% +2,317 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,748 shares; 2026Q1: 46,256 shares; 2026Q2: 39,946 shares 39,946 $475K 0.05% -6,310 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,463 shares; 2026Q2: 7,587 shares 7,587 $472K 0.05% +124 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 633 shares; 2025Q2: 693 shares; 2025Q3: 636 shares; 2025Q4: 893 shares; 2026Q1: 1,066 shares; 2026Q2: 907 shares 907 $471K 0.05% -159 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,911 shares; 2026Q1: 2,209 shares; 2026Q2: 3,343 shares 3,343 $468K 0.05% +1,134 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,667 shares 8,667 $462K 0.05% 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: not loaded; 2024Q4: 6,668 shares; 2025Q1: 6,939 shares; 2025Q2: 6,269 shares; 2025Q3: 4,771 shares; 2025Q4: 4,330 shares; 2026Q1: 4,660 shares; 2026Q2: 4,094 shares 4,094 $451K 0.05% -566 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 loaded; 2024Q4: 2,946 shares; 2025Q1: 3,630 shares; 2025Q2: 3,856 shares; 2025Q3: 3,274 shares; 2025Q4: 4,516 shares; 2026Q1: 4,737 shares; 2026Q2: 5,052 shares 5,052 $443K 0.05% +315 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,336 shares; 2025Q4: 2,885 shares; 2026Q1: 3,372 shares; 2026Q2: 2,833 shares 2,833 $438K 0.05% -539 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,067 shares; 2025Q4: 16,383 shares; 2026Q1: 25,463 shares; 2026Q2: 21,057 shares 21,057 $433K 0.05% -4,406 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,617 shares; 2025Q1: 80,603 shares; 2025Q2: 149,516 shares; 2025Q3: 151,531 shares; 2025Q4: 106,819 shares; 2026Q1: 20,260 shares; 2026Q2: 11,843 shares 11,843 $416K 0.04% -8,417 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,955 shares; 2026Q1: 7,686 shares; 2026Q2: 7,686 shares 7,686 $415K 0.04% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,781 shares; 2025Q1: 5,414 shares; 2025Q2: 4,857 shares; 2025Q3: 4,532 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares; 2026Q2: 4,444 shares 4,444 $415K 0.04% -59 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 loaded; 2024Q4: not reported; 2025Q1: 7,914 shares; 2025Q2: 7,151 shares; 2025Q3: 6,691 shares; 2025Q4: 6,667 shares; 2026Q1: 7,014 shares; 2026Q2: 6,655 shares 6,655 $414K 0.04% -359 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 778 shares; 2025Q3: 699 shares; 2025Q4: 815 shares; 2026Q1: 1,045 shares; 2026Q2: 1,101 shares 1,101 $413K 0.04% +56 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 396 shares; 2025Q4: 525 shares; 2026Q1: 584 shares; 2026Q2: 495 shares 495 $411K 0.04% -89 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,699 shares; 2026Q1: 4,156 shares; 2026Q2: 3,888 shares 3,888 $404K 0.04% -268 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,016 shares; 2025Q1: 79,506 shares; 2025Q2: 77,113 shares; 2025Q3: 80,666 shares; 2025Q4: 64,498 shares; 2026Q1: 4,461 shares; 2026Q2: 7,499 shares 7,499 $402K 0.04% +3,038 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,556 shares; 2026Q2: 1,442 shares 1,442 $398K 0.04% -1,114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $398K 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $395K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 1,866 shares; 2025Q4: 2,000 shares; 2026Q1: 2,361 shares; 2026Q2: 3,108 shares 3,108 $393K 0.04% +747 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,248 shares; 2025Q4: 1,938 shares; 2026Q1: 2,281 shares; 2026Q2: 1,841 shares 1,841 $392K 0.04% -440 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $391K 0.04% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,209 shares 9,209 $390K 0.04% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,457 shares; 2026Q2: 2,278 shares 2,278 $386K 0.04% -179 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,551 shares 12,551 $384K 0.04% new Timeline NCIQ HASHDEX NASDAQ CME CRYPTO More: the full row for HASHDEX NASDAQ CME CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,994 shares; 2026Q1: 22,760 shares; 2026Q2: 25,738 shares 25,738 $376K 0.04% +2,978 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares; 2026Q2: 1,373 shares 1,373 $369K 0.04% +442 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,987 shares; 2025Q3: 1,756 shares; 2025Q4: 1,725 shares; 2026Q1: 1,688 shares; 2026Q2: 2,161 shares 2,161 $367K 0.04% +473 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840 $363K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,313 shares; 2025Q3: 11,040 shares; 2025Q4: 14,124 shares; 2026Q1: 16,088 shares; 2026Q2: 15,030 shares 15,030 $362K 0.04% -1,058 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,154 shares; 2026Q2: 3,077 shares 3,077 $361K 0.04% +923 Timeline CZA 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 loaded; 2024Q4: 6,205 shares; 2025Q1: 5,338 shares; 2025Q2: 5,278 shares; 2025Q3: 5,217 shares; 2025Q4: 4,289 shares; 2026Q1: 4,177 shares; 2026Q2: 2,921 shares 2,921 $358K 0.04% -1,256 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $354K 0.04% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares; 2026Q1: 8,919 shares; 2026Q2: 5,365 shares 5,365 $349K 0.04% -3,554 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,906 shares; 2025Q2: 2,262 shares; 2025Q3: 1,901 shares; 2025Q4: 2,416 shares; 2026Q1: 2,430 shares; 2026Q2: 2,796 shares 2,796 $348K 0.04% +366 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,565 shares; 2026Q2: 25,652 shares 25,652 $348K 0.04% +4,087 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,000 shares; 2025Q1: 17,000 shares; 2025Q2: 18,045 shares; 2025Q3: 21,051 shares; 2025Q4: 21,048 shares; 2026Q1: 21,056 shares; 2026Q2: 21,435 shares 21,435 $346K 0.04% +379 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,547 shares; 2026Q1: 2,098 shares; 2026Q2: 2,364 shares 2,364 $345K 0.04% +266 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,581 shares; 2025Q4: 10,173 shares; 2026Q1: 10,996 shares; 2026Q2: 8,811 shares 8,811 $343K 0.04% -2,185 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 613 shares; 2025Q4: 881 shares; 2026Q1: 827 shares; 2026Q2: 826 shares 826 $338K 0.04% -1 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,036 shares; 2025Q1: 6,209 shares; 2025Q2: 6,274 shares; 2025Q3: not reported; 2025Q4: 3,120 shares; 2026Q1: 3,566 shares; 2026Q2: 3,560 shares 3,560 $337K 0.04% -6 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,340 shares; 2026Q1: 8,311 shares; 2026Q2: 6,258 shares 6,258 $335K 0.04% -2,053 Timeline XBI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 2,113 shares 2,113 $334K 0.04% +323 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,367 shares 7,367 $332K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,679 shares; 2025Q3: 6,482 shares; 2025Q4: 6,998 shares; 2026Q1: 7,397 shares; 2026Q2: 6,665 shares 6,665 $332K 0.03% -732 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,589 shares 3,589 $329K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,631 shares; 2026Q1: 15,139 shares; 2026Q2: 14,406 shares 14,406 $328K 0.03% -733 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,304 shares; 2026Q2: 15,656 shares 15,656 $325K 0.03% +3,352 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,887 shares; 2025Q4: 4,415 shares; 2026Q1: 4,505 shares; 2026Q2: 4,045 shares 4,045 $325K 0.03% -460 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,888 shares; 2026Q1: 2,301 shares; 2026Q2: 1,836 shares 1,836 $324K 0.03% -465 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,010 shares 7,010 $324K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 987 shares; 2026Q1: 710 shares; 2026Q2: 814 shares 814 $323K 0.03% +104 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,233 shares; 2025Q1: 2,394 shares; 2025Q2: 3,509 shares; 2025Q3: 2,639 shares; 2025Q4: 2,671 shares; 2026Q1: 2,566 shares; 2026Q2: 2,354 shares 2,354 $322K 0.03% -212 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873 shares; 2025Q3: 967 shares; 2025Q4: 1,180 shares; 2026Q1: 1,308 shares; 2026Q2: 1,180 shares 1,180 $319K 0.03% -128 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,434 shares; 2026Q2: 3,311 shares 3,311 $317K 0.03% +877 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,112 shares; 2026Q1: 1,453 shares; 2026Q2: 1,467 shares 1,467 $313K 0.03% +14 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 loaded; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,489 shares; 2025Q3: not reported; 2025Q4: 1,312 shares; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $312K 0.03% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,570 shares 6,570 $310K 0.03% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,251 shares; 2026Q2: 2,731 shares 2,731 $308K 0.03% +480 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,619 shares; 2025Q4: 33,438 shares; 2026Q1: 35,634 shares; 2026Q2: 18,807 shares 18,807 $307K 0.03% -16,827 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,990 shares; 2026Q1: 5,427 shares; 2026Q2: 5,725 shares 5,725 $307K 0.03% +298 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares; 2026Q2: 916 shares 916 $307K 0.03% -209 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,231 shares; 2026Q1: 6,728 shares; 2026Q2: 7,263 shares 7,263 $307K 0.03% +535 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,913 shares; 2026Q2: 3,392 shares 3,392 $303K 0.03% +479 Timeline JUNM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,631 shares 8,631 $303K 0.03% new Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: 2,670 shares; 2026Q2: 3,109 shares 3,109 $303K 0.03% +439 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 loaded; 2024Q4: not reported; 2025Q1: 2,366 shares; 2025Q2: 2,354 shares; 2025Q3: 2,624 shares; 2025Q4: 2,831 shares; 2026Q1: 3,049 shares; 2026Q2: 2,947 shares 2,947 $301K 0.03% -102 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,382 shares; 2026Q1: 3,639 shares; 2026Q2: 3,673 shares 3,673 $301K 0.03% +34 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 loaded; 2024Q4: not reported; 2025Q1: 9,156 shares; 2025Q2: 11,332 shares; 2025Q3: 9,215 shares; 2025Q4: 9,234 shares; 2026Q1: 13,545 shares; 2026Q2: 14,537 shares 14,537 $301K 0.03% +992 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,872 shares; 2025Q4: 1,876 shares; 2026Q1: 1,994 shares; 2026Q2: 3,034 shares 3,034 $301K 0.03% +1,040 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,599 shares; 2026Q1: 4,794 shares; 2026Q2: 3,107 shares 3,107 $298K 0.03% -1,687 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,930 shares; 2025Q1: 2,495 shares; 2025Q2: 2,609 shares; 2025Q3: 3,023 shares; 2025Q4: 3,074 shares; 2026Q1: 3,000 shares; 2026Q2: 2,431 shares 2,431 $297K 0.03% -569 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 534 shares; 2026Q2: 604 shares 604 $297K 0.03% +70 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,565 shares; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $296K 0.03% new Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,694 shares; 2025Q4: 23,602 shares; 2026Q1: 16,021 shares; 2026Q2: 9,301 shares 9,301 $296K 0.03% -6,720 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 638 shares 638 $293K 0.03% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,882 shares 8,882 $293K 0.03% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares; 2026Q2: 2,849 shares 2,849 $292K 0.03% +280 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,982 shares; 2025Q1: 2,868 shares; 2025Q2: 1,963 shares; 2025Q3: 1,855 shares; 2025Q4: 1,615 shares; 2026Q1: 1,743 shares; 2026Q2: 1,735 shares 1,735 $291K 0.03% -8 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,044 shares 7,044 $291K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,385 shares; 2026Q1: 1,888 shares; 2026Q2: 2,524 shares 2,524 $288K 0.03% +636 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,326 shares; 2026Q2: 1,499 shares 1,499 $287K 0.03% +173 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,006 shares 3,006 $286K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,217 shares; 2026Q1: 1,210 shares; 2026Q2: 1,307 shares 1,307 $286K 0.03% +97 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,265 shares; 2025Q4: 22,101 shares; 2026Q1: 9,698 shares; 2026Q2: 7,644 shares 7,644 $285K 0.03% -2,054 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143 shares 143 $284K 0.03% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,159 shares; 2026Q1: 7,487 shares; 2026Q2: 7,626 shares 7,626 $284K 0.03% +139 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,599 shares 5,599 $283K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 710 shares; 2026Q2: 579 shares 579 $280K 0.03% -131 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 2,314 shares; 2026Q2: 2,759 shares 2,759 $279K 0.03% +445 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 459 shares; 2025Q4: 951 shares; 2026Q1: 1,171 shares; 2026Q2: 556 shares 556 $279K 0.03% -615 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 loaded; 2024Q4: 30,348 shares; 2025Q1: 70,797 shares; 2025Q2: 69,676 shares; 2025Q3: 78,335 shares; 2025Q4: 83,458 shares; 2026Q1: 88,951 shares; 2026Q2: 4,711 shares 4,711 $278K 0.03% -84,240 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,708 shares; 2025Q1: 4,891 shares; 2025Q2: not reported; 2025Q3: 3,791 shares; 2025Q4: 10,693 shares; 2026Q1: 4,022 shares; 2026Q2: 4,038 shares 4,038 $276K 0.03% +16 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,105 shares 3,105 $276K 0.03% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $274K 0.03% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $274K 0.03% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,746 shares; 2025Q4: 14,955 shares; 2026Q1: 10,032 shares; 2026Q2: 6,118 shares 6,118 $273K 0.03% -3,914 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 792 shares 792 $270K 0.03% -14 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,181 shares 1,181 $268K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares; 2026Q2: 3,721 shares 3,721 $268K 0.03% -778 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,071 shares 6,071 $267K 0.03% new Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,382 shares; 2025Q2: 5,582 shares; 2025Q3: 5,661 shares; 2025Q4: 5,862 shares; 2026Q1: 5,193 shares; 2026Q2: 4,888 shares 4,888 $267K 0.03% -305 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,490 shares; 2026Q2: 10,052 shares 10,052 $265K 0.03% +1,562 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,770 shares; 2026Q2: 7,770 shares 7,770 $265K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 347 shares; 2026Q2: 350 shares 350 $264K 0.03% +3 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,087 shares; 2026Q1: 4,433 shares; 2026Q2: 4,352 shares 4,352 $263K 0.03% -81 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $263K 0.03% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,819 shares; 2026Q2: 3,362 shares 3,362 $263K 0.03% +543 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,659 shares; 2026Q1: 15,035 shares; 2026Q2: 8,925 shares 8,925 $261K 0.03% -6,110 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,083 shares 4,083 $257K 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,121 shares 3,121 $256K 0.03% new Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,522 shares; 2025Q4: 22,548 shares; 2026Q1: 14,720 shares; 2026Q2: 6,783 shares 6,783 $256K 0.03% -7,937 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares; 2026Q1: 2,271 shares; 2026Q2: 1,877 shares 1,877 $254K 0.03% -394 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 283 shares; 2025Q2: 285 shares; 2025Q3: 232 shares; 2025Q4: 1,365 shares; 2026Q1: 2,508 shares; 2026Q2: 2,533 shares 2,533 $251K 0.03% +25 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $251K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,635 shares 1,635 $251K 0.03% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,264 shares; 2025Q3: 4,192 shares; 2025Q4: 3,551 shares; 2026Q1: 3,806 shares; 2026Q2: 3,034 shares 3,034 $249K 0.03% -772 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,552 shares; 2025Q3: 19,120 shares; 2025Q4: 7,626 shares; 2026Q1: 5,772 shares; 2026Q2: 3,114 shares 3,114 $249K 0.03% -2,658 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,515 shares; 2026Q2: 4,276 shares 4,276 $247K 0.03% -239 Timeline TSEC TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,479 shares 9,479 $245K 0.03% new Timeline VDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,625 shares 1,625 $244K 0.03% -4 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,059 shares; 2025Q2: 2,061 shares; 2025Q3: 2,140 shares; 2025Q4: 2,292 shares; 2026Q1: 2,226 shares; 2026Q2: 2,527 shares 2,527 $243K 0.03% +301 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,326 shares; 2026Q2: 1,138 shares 1,138 $242K 0.03% -188 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 564 shares; 2026Q2: 566 shares 566 $241K 0.03% +2 Timeline NOVM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,127 shares; 2026Q1: 7,127 shares; 2026Q2: 7,127 shares 7,127 $240K 0.03% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,195 shares 1,195 $239K 0.03% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares 868 $236K 0.02% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,667 shares 3,667 $235K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,831 shares; 2025Q2: 2,030 shares; 2025Q3: 2,287 shares; 2025Q4: 2,238 shares; 2026Q1: 2,008 shares; 2026Q2: 1,500 shares 1,500 $235K 0.02% -508 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,319 shares 9,319 $235K 0.02% new Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $234K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $233K 0.02% new Timeline BKCH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,094 shares 3,094 $232K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 739 shares 739 $231K 0.02% +117 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares; 2026Q2: 1,295 shares 1,295 $231K 0.02% -157 Timeline SPTM 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 loaded; 2024Q4: 3,727 shares; 2025Q1: 3,745 shares; 2025Q2: 2,953 shares; 2025Q3: 2,880 shares; 2025Q4: 2,778 shares; 2026Q1: 2,781 shares; 2026Q2: 2,542 shares 2,542 $231K 0.02% -239 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,895 shares 3,895 $225K 0.02% new Timeline NCLO NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,976 shares 8,976 $225K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,556 shares 1,556 $225K 0.02% new Timeline SPTI 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 loaded; 2024Q4: not reported; 2025Q1: 10,307 shares; 2025Q2: 9,499 shares; 2025Q3: 8,795 shares; 2025Q4: 9,426 shares; 2026Q1: 8,899 shares; 2026Q2: 7,910 shares 7,910 $225K 0.02% -989 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,664 shares; 2026Q2: 5,465 shares 5,465 $224K 0.02% +801 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,429 shares 2,429 $222K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199 shares; 2026Q1: 251 shares; 2026Q2: 230 shares 230 $221K 0.02% -21 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,307 shares 4,307 $221K 0.02% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,244 shares; 2026Q2: 3,587 shares 3,587 $220K 0.02% -2,657 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares 666 $220K 0.02% new Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,703 shares 8,703 $220K 0.02% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,350 shares; 2026Q2: 8,450 shares 8,450 $219K 0.02% +100 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,775 shares 5,775 $217K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares; 2026Q2: 965 shares 965 $215K 0.02% +92 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $215K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $214K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $210K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 509 shares; 2025Q3: 506 shares; 2025Q4: 575 shares; 2026Q1: 627 shares; 2026Q2: 460 shares 460 $208K 0.02% -167 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,238 shares; 2025Q1: 12,244 shares; 2025Q2: 12,114 shares; 2025Q3: 12,112 shares; 2025Q4: 12,113 shares; 2026Q1: 12,115 shares; 2026Q2: 11,289 shares 11,289 $207K 0.02% -826 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,328 shares; 2025Q3: 7,332 shares; 2025Q4: 7,305 shares; 2026Q1: not reported; 2026Q2: 4,832 shares 4,832 $206K 0.02% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,783 shares 2,783 $205K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $205K 0.02% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,294 shares 4,294 $203K 0.02% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,508 shares; 2025Q1: 6,809 shares; 2025Q2: 6,815 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,487 shares; 2026Q2: 2,450 shares 2,450 $202K 0.02% -37 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,504 shares; 2025Q3: 1,523 shares; 2025Q4: 1,879 shares; 2026Q1: 2,084 shares; 2026Q2: 1,818 shares 1,818 $202K 0.02% -266 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 loaded; 2024Q4: 363 shares; 2025Q1: 388 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $202K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177 shares 177 $201K 0.02% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,664 shares; 2026Q1: 42,054 shares; 2026Q2: 19,650 shares 19,650 $197K 0.02% -22,404 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,575 shares; 2026Q2: 12,140 shares 12,140 $168K 0.02% +565 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,564 shares 18,564 $153K 0.02% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,887 shares 17,887 $146K 0.02% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,240 shares; 2026Q1: 13,765 shares; 2026Q2: 16,979 shares 16,979 $103K 0.01% +3,214 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,702 shares; 2025Q3: 48,352 shares; 2025Q4: 23,960 shares; 2026Q1: 20,015 shares; 2026Q2: 16,780 shares 16,780 $84.9K 0.01% -3,235 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,848 shares; 2026Q2: 12,403 shares 12,403 $65.4K 0.01% +555 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,910 shares; 2025Q4: 75,125 shares; 2026Q1: 54,236 shares; 2026Q2: 12,735 shares 12,735 $61.4K 0.01% -41,501 Timeline KOS KOSMOS ENERGY LTD More: the full row for KOSMOS ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,733 shares; 2026Q1: 18,994 shares; 2026Q2: 18,996 shares 18,996 $40.1K <0.01% +2 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,815 shares 10,815 $24.3K <0.01% new Timeline