SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,599 shares; 2024Q4: 46,769 shares; 2025Q1: 47,781 shares; 2025Q2: 48,103 shares; 2025Q3: 1,418,548 shares; 2025Q4: 1,811,141 shares; 2026Q1: 2,262,820 shares; 2026Q2: 2,297,092 shares 2,297,092 $202M 13.03% +34,272 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,155 shares; 2024Q4: 135,411 shares; 2025Q1: 124,015 shares; 2025Q2: 166,949 shares; 2025Q3: 1,268,653 shares; 2025Q4: 1,793,895 shares; 2026Q1: 2,876,162 shares; 2026Q2: 3,023,569 shares 3,023,569 $152M 9.84% +147,407 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: 321,461 shares; 2024Q4: 326,271 shares; 2025Q1: 326,608 shares; 2025Q2: 338,237 shares; 2025Q3: 145,325 shares; 2025Q4: 103,959 shares; 2026Q1: 101,778 shares; 2026Q2: 98,603 shares 98,603 $73.8M 4.77% -3,175 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 14,270 shares; 2025Q1: 14,636 shares; 2025Q2: 15,667 shares; 2025Q3: 642,672 shares; 2025Q4: 880,602 shares; 2026Q1: 916,169 shares; 2026Q2: 927,780 shares 927,780 $62.7M 4.05% +11,611 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: 1,198,159 shares; 2024Q4: 1,248,535 shares; 2025Q1: 1,236,033 shares; 2025Q2: 1,260,429 shares; 2025Q3: 707,599 shares; 2025Q4: 470,031 shares; 2026Q1: 487,806 shares; 2026Q2: 495,223 shares 495,223 $47.8M 3.09% +7,417 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579,993 shares; 2024Q4: 596,751 shares; 2025Q1: 585,362 shares; 2025Q2: 645,443 shares; 2025Q3: 702,972 shares; 2025Q4: 731,625 shares; 2026Q1: 711,625 shares; 2026Q2: 705,222 shares 705,222 $42.9M 2.77% -6,403 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: 199,639 shares; 2024Q4: 195,289 shares; 2025Q1: 172,776 shares; 2025Q2: 181,248 shares; 2025Q3: 189,835 shares; 2025Q4: 192,469 shares; 2026Q1: 194,711 shares; 2026Q2: 192,668 shares 192,668 $41M 2.65% -2,043 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,233 shares; 2024Q4: 8,823 shares; 2025Q1: 9,249 shares; 2025Q2: 24,514 shares; 2025Q3: 451,343 shares; 2025Q4: 626,745 shares; 2026Q1: 682,870 shares; 2026Q2: 684,168 shares 684,168 $39.5M 2.55% +1,298 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: 402,809 shares; 2024Q4: 420,328 shares; 2025Q1: 417,769 shares; 2025Q2: 423,355 shares; 2025Q3: 406,396 shares; 2025Q4: 387,971 shares; 2026Q1: 390,805 shares; 2026Q2: 374,512 shares 374,512 $37.1M 2.39% -16,293 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: 713,533 shares; 2024Q4: 704,993 shares; 2025Q1: 667,821 shares; 2025Q2: 685,273 shares; 2025Q3: 716,663 shares; 2025Q4: 733,204 shares; 2026Q1: 767,829 shares; 2026Q2: 769,512 shares 769,512 $35M 2.26% +1,683 Timeline FTEC 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: 110,584 shares; 2024Q4: 114,245 shares; 2025Q1: 2,586 shares; 2025Q2: 2,560 shares; 2025Q3: 4,072 shares; 2025Q4: 112,649 shares; 2026Q1: 3,883 shares; 2026Q2: 109,437 shares 109,437 $31.3M 2.02% +105,554 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: 11,682 shares; 2024Q4: 11,981 shares; 2025Q1: 11,567 shares; 2025Q2: 22,866 shares; 2025Q3: 311,202 shares; 2025Q4: 431,211 shares; 2026Q1: 571,782 shares; 2026Q2: 600,514 shares 600,514 $31.1M 2.01% +28,732 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: 1,276,535 shares; 2024Q4: 1,285,202 shares; 2025Q1: 1,130,641 shares; 2025Q2: 1,177,230 shares; 2025Q3: 667,932 shares; 2025Q4: 466,314 shares; 2026Q1: 391,985 shares; 2026Q2: 373,784 shares 373,784 $28.8M 1.86% -18,201 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: 211,683 shares; 2024Q4: 209,918 shares; 2025Q1: 208,579 shares; 2025Q2: 224,198 shares; 2025Q3: 227,687 shares; 2025Q4: 231,179 shares; 2026Q1: 239,252 shares; 2026Q2: 232,359 shares 232,359 $27.6M 1.78% -6,893 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: 84,501 shares; 2024Q4: 79,902 shares; 2025Q1: 75,645 shares; 2025Q2: 75,428 shares; 2025Q3: 74,870 shares; 2025Q4: 72,363 shares; 2026Q1: 72,252 shares; 2026Q2: 71,660 shares 71,660 $26.7M 1.73% -592 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,344 shares; 2026Q2: 259,849 shares 259,849 $25.9M 1.67% +209,505 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,933 shares; 2024Q4: 333,389 shares; 2025Q1: 288,183 shares; 2025Q2: 303,652 shares; 2025Q3: 312,881 shares; 2025Q4: 318,290 shares; 2026Q1: 314,670 shares; 2026Q2: 309,153 shares 309,153 $23.4M 1.51% -5,517 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: 190,869 shares; 2024Q4: 207,665 shares; 2025Q1: 206,875 shares; 2025Q2: 176,343 shares; 2025Q3: 172,869 shares; 2025Q4: 176,491 shares; 2026Q1: 183,680 shares; 2026Q2: 183,682 shares 183,682 $19.8M 1.28% +2 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: 501,108 shares; 2024Q4: 504,885 shares; 2025Q1: 510,754 shares; 2025Q2: 538,466 shares; 2025Q3: 253,694 shares; 2025Q4: 168,754 shares; 2026Q1: 136,206 shares; 2026Q2: 130,718 shares 130,718 $19.4M 1.25% -5,488 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,266 shares; 2025Q1: 3,005 shares; 2025Q2: 3,523 shares; 2025Q3: 50,680 shares; 2025Q4: 55,376 shares; 2026Q1: 2,886 shares; 2026Q2: 57,669 shares 57,669 $17.5M 1.13% +54,783 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: 48,917 shares; 2024Q4: 31,746 shares; 2025Q1: 31,867 shares; 2025Q2: 28,579 shares; 2025Q3: 26,063 shares; 2025Q4: 23,950 shares; 2026Q1: 27,239 shares; 2026Q2: 25,228 shares 25,228 $17.3M 1.12% -2,011 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: 57,708 shares; 2024Q4: 58,021 shares; 2025Q1: 55,768 shares; 2025Q2: 55,842 shares; 2025Q3: 59,542 shares; 2025Q4: 59,763 shares; 2026Q1: 59,623 shares; 2026Q2: 58,627 shares 58,627 $17M 1.1% -996 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,943 shares; 2024Q4: 277,953 shares; 2025Q1: 238,692 shares; 2025Q2: 227,625 shares; 2025Q3: 228,755 shares; 2025Q4: 219,540 shares; 2026Q1: 214,845 shares; 2026Q2: 203,323 shares 203,323 $16.9M 1.09% -11,522 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,924 shares; 2025Q2: 223,173 shares; 2025Q3: 233,802 shares; 2025Q4: 262,585 shares; 2026Q1: 270,482 shares; 2026Q2: 284,673 shares 284,673 $15.6M 1% +14,191 Timeline CGMS 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: 273,922 shares; 2024Q4: 287,085 shares; 2025Q1: 298,150 shares; 2025Q2: 259,927 shares; 2025Q3: 295,143 shares; 2025Q4: 349,497 shares; 2026Q1: 497,504 shares; 2026Q2: 561,637 shares 561,637 $15.3M 0.99% +64,133 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,877 shares; 2024Q4: 109,420 shares; 2025Q1: 33,581 shares; 2025Q2: 35,339 shares; 2025Q3: 113,245 shares; 2025Q4: 117,655 shares; 2026Q1: 40,355 shares; 2026Q2: 41,820 shares 41,820 $15.3M 0.99% +1,465 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,800 shares; 2025Q2: 399,620 shares; 2025Q3: 456,071 shares; 2025Q4: 1,247 shares; 2026Q1: 514,102 shares; 2026Q2: 518,936 shares 518,936 $13.8M 0.89% +4,834 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,926 shares; 2024Q4: 134,217 shares; 2025Q1: 132,296 shares; 2025Q2: 132,737 shares; 2025Q3: 138,891 shares; 2025Q4: 140,970 shares; 2026Q1: 144,662 shares; 2026Q2: 145,091 shares 145,091 $13.4M 0.86% +429 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: 30,452 shares; 2024Q4: 30,620 shares; 2025Q1: 32,119 shares; 2025Q2: 31,992 shares; 2025Q3: 34,112 shares; 2025Q4: 37,371 shares; 2026Q1: 37,271 shares; 2026Q2: 37,294 shares 37,294 $13.3M 0.86% +23 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: 452,944 shares; 2024Q4: 468,759 shares; 2025Q1: 468,828 shares; 2025Q2: 477,957 shares; 2025Q3: 259,235 shares; 2025Q4: 176,739 shares; 2026Q1: 160,057 shares; 2026Q2: 159,995 shares 159,995 $13.3M 0.86% -62 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,801 shares; 2024Q4: 280,078 shares; 2025Q1: 278,159 shares; 2025Q2: 287,942 shares; 2025Q3: 301,141 shares; 2025Q4: 302,833 shares; 2026Q1: 319,644 shares; 2026Q2: 323,184 shares 323,184 $12.8M 0.82% +3,540 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,664 shares; 2024Q4: 158,760 shares; 2025Q1: 159,957 shares; 2025Q2: 164,718 shares; 2025Q3: 184,541 shares; 2025Q4: 184,531 shares; 2026Q1: 188,280 shares; 2026Q2: 190,073 shares 190,073 $10.5M 0.68% +1,793 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: 19,404 shares; 2024Q4: 28,249 shares; 2025Q1: 34,068 shares; 2025Q2: 37,608 shares; 2025Q3: 39,416 shares; 2025Q4: 41,120 shares; 2026Q1: 41,211 shares; 2026Q2: 41,155 shares 41,155 $9.81M 0.63% -56 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,333 shares; 2024Q4: 221,935 shares; 2025Q1: 228,530 shares; 2025Q2: 308,869 shares; 2025Q3: 352,200 shares; 2025Q4: 379,218 shares; 2026Q1: 379,865 shares; 2026Q2: 391,315 shares 391,315 $9.53M 0.62% +11,450 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,718 shares; 2024Q4: 40,386 shares; 2025Q1: 43,273 shares; 2025Q2: 40,212 shares; 2025Q3: 44,617 shares; 2025Q4: 44,039 shares; 2026Q1: 43,759 shares; 2026Q2: 44,964 shares 44,964 $9M 0.58% +1,205 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,146 shares; 2025Q3: 32,188 shares; 2025Q4: 42,267 shares; 2026Q1: 97,154 shares; 2026Q2: 112,939 shares 112,939 $8.76M 0.57% +15,785 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 reported; 2024Q4: not reported; 2025Q1: 7,232 shares; 2025Q2: 9,837 shares; 2025Q3: 151,841 shares; 2025Q4: 148,911 shares; 2026Q1: 166,713 shares; 2026Q2: 176,654 shares 176,654 $8.71M 0.56% +9,941 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: 35,481 shares; 2024Q4: 35,723 shares; 2025Q1: 31,611 shares; 2025Q2: 13,069 shares; 2025Q3: 13,024 shares; 2025Q4: 12,753 shares; 2026Q1: 12,076 shares; 2026Q2: 11,820 shares 11,820 $8.7M 0.56% -256 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,924 shares; 2024Q4: 87,747 shares; 2025Q1: 95,566 shares; 2025Q2: 97,483 shares; 2025Q3: 97,657 shares; 2025Q4: 107,963 shares; 2026Q1: 192,746 shares; 2026Q2: 209,652 shares 209,652 $8.41M 0.54% +16,906 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,765 shares; 2024Q4: 17,893 shares; 2025Q1: 18,376 shares; 2025Q2: 18,381 shares; 2025Q3: 133,256 shares; 2025Q4: 240,381 shares; 2026Q1: 286,653 shares; 2026Q2: 308,639 shares 308,639 $7.88M 0.51% +21,986 Timeline VXF 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: 31,433 shares; 2024Q4: 31,582 shares; 2025Q1: 31,581 shares; 2025Q2: 32,216 shares; 2025Q3: 31,965 shares; 2025Q4: 31,317 shares; 2026Q1: 31,114 shares; 2026Q2: 30,264 shares 30,264 $7.45M 0.48% -850 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: 20,444 shares; 2024Q4: 16,582 shares; 2025Q1: 17,172 shares; 2025Q2: 16,572 shares; 2025Q3: 17,006 shares; 2025Q4: 15,218 shares; 2026Q1: 15,915 shares; 2026Q2: 85,473 shares 85,473 $7.36M 0.48% +69,558 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,933 shares; 2026Q2: 145,340 shares 145,340 $7.33M 0.47% +53,407 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: 33,865 shares; 2024Q4: 33,393 shares; 2025Q1: 32,958 shares; 2025Q2: 33,077 shares; 2025Q3: 32,865 shares; 2025Q4: 33,036 shares; 2026Q1: 32,184 shares; 2026Q2: 32,111 shares 32,111 $7.29M 0.47% -73 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,533 shares; 2025Q4: 25,948 shares; 2026Q1: 139,323 shares; 2026Q2: 169,062 shares 169,062 $7.04M 0.45% +29,739 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,876 shares; 2025Q1: 70,782 shares; 2025Q2: 51,945 shares; 2025Q3: 50,721 shares; 2025Q4: 42,588 shares; 2026Q1: 43,130 shares; 2026Q2: 42,872 shares 42,872 $6.93M 0.45% -258 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,556 shares; 2024Q4: 34,775 shares; 2025Q1: 33,707 shares; 2025Q2: 33,841 shares; 2025Q3: 15,509 shares; 2025Q4: 15,541 shares; 2026Q1: 33,137 shares; 2026Q2: 31,500 shares 31,500 $6.86M 0.44% -1,637 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 70,260 shares; 2025Q4: 91,972 shares; 2026Q1: 97,596 shares; 2026Q2: 237,250 shares 237,250 $6.52M 0.42% +139,654 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,216 shares; 2024Q4: 408,573 shares; 2025Q1: 1,113,568 shares; 2025Q2: 1,114,952 shares; 2025Q3: 1,084,004 shares; 2025Q4: 1,079,089 shares; 2026Q1: 133,915 shares; 2026Q2: 145,595 shares 145,595 $5.83M 0.38% +11,680 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,193 shares; 2025Q1: 3,055 shares; 2025Q2: 22,970 shares; 2025Q3: 21,143 shares; 2025Q4: 22,951 shares; 2026Q1: 22,041 shares; 2026Q2: 23,722 shares 23,722 $5.75M 0.37% +1,681 Timeline XSD 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: 895 shares; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 12,147 shares; 2025Q4: 13,814 shares; 2026Q1: 948 shares; 2026Q2: 9,005 shares 9,005 $5.62M 0.36% +8,057 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,616 shares; 2024Q4: 27,536 shares; 2025Q1: 26,326 shares; 2025Q2: 28,767 shares; 2025Q3: 28,868 shares; 2025Q4: 29,037 shares; 2026Q1: 40,867 shares; 2026Q2: 43,403 shares 43,403 $5.56M 0.36% +2,536 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,091 shares; 2025Q4: 168,613 shares; 2026Q1: 192,133 shares; 2026Q2: 234,731 shares 234,731 $5.5M 0.36% +42,598 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,718 shares; 2025Q4: 81,810 shares; 2026Q1: 166,236 shares; 2026Q2: 149,373 shares 149,373 $5.44M 0.35% -16,863 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: 13,688 shares; 2024Q4: 13,592 shares; 2025Q1: 13,008 shares; 2025Q2: 15,578 shares; 2025Q3: 15,214 shares; 2025Q4: 15,226 shares; 2026Q1: 14,935 shares; 2026Q2: 14,408 shares 14,408 $5.33M 0.34% -527 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,707 shares 43,707 $5.05M 0.33% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,469 shares; 2025Q1: 30,018 shares; 2025Q2: 33,680 shares; 2025Q3: 32,905 shares; 2025Q4: 27,769 shares; 2026Q1: 24,850 shares; 2026Q2: 29,543 shares 29,543 $5.03M 0.32% +4,693 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,027 shares; 2025Q1: 32,125 shares; 2025Q2: 33,738 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,659 shares 54,659 $4.95M 0.32% new 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: 68,556 shares; 2024Q4: 69,207 shares; 2025Q1: 67,548 shares; 2025Q2: 86,992 shares; 2025Q3: 81,489 shares; 2025Q4: 81,691 shares; 2026Q1: 82,697 shares; 2026Q2: 88,682 shares 88,682 $4.49M 0.29% +5,985 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,613 shares; 2024Q4: 71,683 shares; 2025Q1: 65,869 shares; 2025Q2: 55,192 shares; 2025Q3: 54,005 shares; 2025Q4: 52,956 shares; 2026Q1: 51,926 shares; 2026Q2: 48,450 shares 48,450 $4.44M 0.29% -3,476 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,068 shares; 2024Q4: 98,337 shares; 2025Q1: 96,333 shares; 2025Q2: 96,110 shares; 2025Q3: 99,428 shares; 2025Q4: 93,423 shares; 2026Q1: 87,818 shares; 2026Q2: 85,771 shares 85,771 $4.29M 0.28% -2,047 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114,049 shares; 2025Q1: 108,129 shares; 2025Q2: 68,604 shares; 2025Q3: 112,475 shares; 2025Q4: 118,123 shares; 2026Q1: 128,704 shares; 2026Q2: 169,198 shares 169,198 $3.81M 0.25% +40,494 Timeline VCSH 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: 21,090 shares; 2024Q4: 70,160 shares; 2025Q1: 44,224 shares; 2025Q2: 44,908 shares; 2025Q3: 40,733 shares; 2025Q4: 41,772 shares; 2026Q1: 43,337 shares; 2026Q2: 46,186 shares 46,186 $3.65M 0.24% +2,849 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: 9,492 shares; 2024Q4: 10,538 shares; 2025Q1: 12,962 shares; 2025Q2: 12,980 shares; 2025Q3: 12,815 shares; 2025Q4: 11,660 shares; 2026Q1: 11,309 shares; 2026Q2: 10,978 shares 10,978 $3.59M 0.23% -331 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 41,041 shares; 2025Q3: 47,024 shares; 2025Q4: 53,748 shares; 2026Q1: 58,914 shares; 2026Q2: 56,988 shares 56,988 $3.3M 0.21% -1,926 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,519 shares; 2025Q4: 83,300 shares; 2026Q1: 86,074 shares; 2026Q2: 87,253 shares 87,253 $2.99M 0.19% +1,179 Timeline ITM 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: 47,727 shares; 2024Q4: 47,966 shares; 2025Q1: 45,134 shares; 2025Q2: 53,270 shares; 2025Q3: 57,699 shares; 2025Q4: 62,990 shares; 2026Q1: 62,041 shares; 2026Q2: 61,494 shares 61,494 $2.89M 0.19% -547 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: 15,750 shares; 2024Q4: 15,447 shares; 2025Q1: 15,963 shares; 2025Q2: 17,319 shares; 2025Q3: 18,222 shares; 2025Q4: 17,996 shares; 2026Q1: 17,816 shares; 2026Q2: 17,986 shares 17,986 $2.84M 0.18% +170 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: 32,308 shares; 2024Q4: 32,589 shares; 2025Q1: 27,669 shares; 2025Q2: 24,141 shares; 2025Q3: 24,480 shares; 2025Q4: 24,984 shares; 2026Q1: 26,260 shares; 2026Q2: 27,358 shares 27,358 $2.74M 0.18% +1,098 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,956 shares 38,956 $2.65M 0.17% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,671 shares; 2024Q4: 120,963 shares; 2025Q1: 126,916 shares; 2025Q2: 131,004 shares; 2025Q3: 64,736 shares; 2025Q4: 65,649 shares; 2026Q1: 64,798 shares; 2026Q2: 46,043 shares 46,043 $2.6M 0.17% -18,755 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,533 shares; 2024Q4: 24,838 shares; 2025Q1: 23,660 shares; 2025Q2: 23,201 shares; 2025Q3: 20,690 shares; 2025Q4: 16,923 shares; 2026Q1: 19,646 shares; 2026Q2: 23,314 shares 23,314 $2.4M 0.15% +3,668 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: 6,199 shares; 2024Q4: 6,242 shares; 2025Q1: 5,949 shares; 2025Q2: 5,907 shares; 2025Q3: 7,006 shares; 2025Q4: 7,036 shares; 2026Q1: 6,813 shares; 2026Q2: 6,780 shares 6,780 $2.4M 0.15% -33 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: 20,489 shares; 2024Q4: 20,840 shares; 2025Q1: 21,652 shares; 2025Q2: 21,976 shares; 2025Q3: 23,484 shares; 2025Q4: 24,359 shares; 2026Q1: 26,051 shares; 2026Q2: 28,597 shares 28,597 $2.36M 0.15% +2,546 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: 22,266 shares; 2024Q4: 21,437 shares; 2025Q1: 23,549 shares; 2025Q2: 158,747 shares; 2025Q3: 24,245 shares; 2025Q4: 21,328 shares; 2026Q1: 23,363 shares; 2026Q2: 24,317 shares 24,317 $2.32M 0.15% +954 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,538 shares 16,538 $2.26M 0.15% new Timeline VNLA 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: 31,084 shares; 2024Q4: 31,550 shares; 2025Q1: 30,726 shares; 2025Q2: 32,133 shares; 2025Q3: 34,309 shares; 2025Q4: 36,250 shares; 2026Q1: 40,898 shares; 2026Q2: 45,275 shares 45,275 $2.21M 0.14% +4,377 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: 3,800 shares; 2024Q4: 3,764 shares; 2025Q1: 3,481 shares; 2025Q2: 3,376 shares; 2025Q3: 3,720 shares; 2025Q4: 3,297 shares; 2026Q1: 3,172 shares; 2026Q2: 4,343 shares 4,343 $2.17M 0.14% +1,171 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,352 shares; 2025Q4: 25,087 shares; 2026Q1: 44,008 shares; 2026Q2: 52,632 shares 52,632 $2.16M 0.14% +8,624 Timeline IBD 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: 69,130 shares; 2024Q4: 74,180 shares; 2025Q1: 74,972 shares; 2025Q2: 78,007 shares; 2025Q3: 79,858 shares; 2025Q4: 83,349 shares; 2026Q1: 84,925 shares; 2026Q2: 90,985 shares 90,985 $2.16M 0.14% +6,060 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,267 shares; 2025Q2: 16,578 shares; 2025Q3: 23,331 shares; 2025Q4: 32,943 shares; 2026Q1: 45,361 shares; 2026Q2: 56,496 shares 56,496 $2.14M 0.14% +11,135 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,196 shares; 2025Q4: 3,414 shares; 2026Q1: 2,424 shares; 2026Q2: 1,848 shares 1,848 $2.13M 0.14% -576 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,238 shares; 2024Q4: 18,103 shares; 2025Q1: 17,609 shares; 2025Q2: 18,102 shares; 2025Q3: 19,680 shares; 2025Q4: 16,511 shares; 2026Q1: 16,264 shares; 2026Q2: 14,977 shares 14,977 $2.13M 0.14% -1,287 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 reported; 2024Q4: not reported; 2025Q1: 8,882 shares; 2025Q2: 14,937 shares; 2025Q3: 25,275 shares; 2025Q4: 32,863 shares; 2026Q1: 37,355 shares; 2026Q2: 47,692 shares 47,692 $2.12M 0.14% +10,337 Timeline QYLD 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: 65,470 shares; 2024Q4: 67,218 shares; 2025Q1: 79,339 shares; 2025Q2: 89,874 shares; 2025Q3: 108,051 shares; 2025Q4: 112,156 shares; 2026Q1: 111,392 shares; 2026Q2: 113,311 shares 113,311 $2.09M 0.13% +1,919 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,281 shares 54,281 $1.99M 0.13% new 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: 232,822 shares; 2024Q4: 42,714 shares; 2025Q1: 38,585 shares; 2025Q2: 37,386 shares; 2025Q3: 35,592 shares; 2025Q4: 33,890 shares; 2026Q1: 26,754 shares; 2026Q2: 26,183 shares 26,183 $1.98M 0.13% -571 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,138 shares; 2025Q1: 17,173 shares; 2025Q2: 25,284 shares; 2025Q3: 27,834 shares; 2025Q4: 32,396 shares; 2026Q1: 34,184 shares; 2026Q2: 66,096 shares 66,096 $1.94M 0.13% +31,912 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,226 shares; 2025Q4: 61,894 shares; 2026Q1: 62,479 shares; 2026Q2: 64,320 shares 64,320 $1.83M 0.12% +1,841 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: 2,187 shares; 2024Q4: 2,417 shares; 2025Q1: 2,509 shares; 2025Q2: 2,624 shares; 2025Q3: 3,232 shares; 2025Q4: 5,009 shares; 2026Q1: 3,086 shares; 2026Q2: 3,029 shares 3,029 $1.76M 0.11% -57 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,058 shares; 2025Q3: 47,054 shares; 2025Q4: 56,311 shares; 2026Q1: 65,658 shares; 2026Q2: 67,987 shares 67,987 $1.76M 0.11% +2,329 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: 2,675 shares; 2024Q4: 2,396 shares; 2025Q1: 2,381 shares; 2025Q2: 2,390 shares; 2025Q3: 3,035 shares; 2025Q4: 2,921 shares; 2026Q1: 3,089 shares; 2026Q2: 3,107 shares 3,107 $1.75M 0.11% +18 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,614 shares; 2025Q1: not reported; 2025Q2: 13,652 shares; 2025Q3: 15,243 shares; 2025Q4: 21,409 shares; 2026Q1: 28,432 shares; 2026Q2: 37,085 shares 37,085 $1.75M 0.11% +8,653 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,354 shares; 2025Q4: 45,735 shares; 2026Q1: 51,543 shares; 2026Q2: 58,138 shares 58,138 $1.69M 0.11% +6,595 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,455 shares; 2026Q2: 5,893 shares 5,893 $1.69M 0.11% +438 Timeline FNDA 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: 27,000 shares; 2024Q4: 56,345 shares; 2025Q1: 45,459 shares; 2025Q2: 63,195 shares; 2025Q3: 57,877 shares; 2025Q4: 49,807 shares; 2026Q1: 49,026 shares; 2026Q2: 43,814 shares 43,814 $1.67M 0.11% -5,212 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,064 shares; 2024Q4: 72,623 shares; 2025Q1: 77,849 shares; 2025Q2: 82,539 shares; 2025Q3: 53,467 shares; 2025Q4: 37,560 shares; 2026Q1: 41,083 shares; 2026Q2: 44,155 shares 44,155 $1.63M 0.11% +3,072 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 12,189 shares; 2026Q1: 15,985 shares; 2026Q2: 17,888 shares 17,888 $1.63M 0.11% +1,903 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,054 shares; 2024Q4: 9,883 shares; 2025Q1: 10,649 shares; 2025Q2: 12,315 shares; 2025Q3: 12,302 shares; 2025Q4: 11,350 shares; 2026Q1: 11,448 shares; 2026Q2: 11,291 shares 11,291 $1.6M 0.1% -157 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: 527 shares; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,836 shares; 2025Q3: 1,830 shares; 2025Q4: 1,678 shares; 2026Q1: 1,709 shares; 2026Q2: 1,498 shares 1,498 $1.59M 0.1% -211 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,501 shares; 2024Q4: 18,224 shares; 2025Q1: 18,568 shares; 2025Q2: 20,028 shares; 2025Q3: 24,850 shares; 2025Q4: 25,684 shares; 2026Q1: 28,058 shares; 2026Q2: 30,839 shares 30,839 $1.55M 0.1% +2,781 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: 27,292 shares; 2024Q4: 27,948 shares; 2025Q1: 28,485 shares; 2025Q2: 29,117 shares; 2025Q3: 30,169 shares; 2025Q4: 30,926 shares; 2026Q1: 31,590 shares; 2026Q2: 36,745 shares 36,745 $1.52M 0.1% +5,155 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,444 shares; 2024Q4: 12,598 shares; 2025Q1: 11,753 shares; 2025Q2: 12,119 shares; 2025Q3: 12,045 shares; 2025Q4: 12,165 shares; 2026Q1: 11,022 shares; 2026Q2: 10,283 shares 10,283 $1.52M 0.1% -739 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: 17,663 shares; 2024Q4: 19,870 shares; 2025Q1: 22,632 shares; 2025Q2: 24,383 shares; 2025Q3: 17,924 shares; 2025Q4: 12,002 shares; 2026Q1: 9,505 shares; 2026Q2: 8,222 shares 8,222 $1.47M 0.09% -1,283 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: 8,448 shares; 2024Q4: 7,849 shares; 2025Q1: 4,991 shares; 2025Q2: 4,795 shares; 2025Q3: 4,847 shares; 2025Q4: 4,841 shares; 2026Q1: 4,842 shares; 2026Q2: 4,844 shares 4,844 $1.47M 0.09% +2 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: 4,680 shares; 2024Q4: 3,698 shares; 2025Q1: 4,284 shares; 2025Q2: 2,795 shares; 2025Q3: 4,491 shares; 2025Q4: 4,091 shares; 2026Q1: 4,025 shares; 2026Q2: 3,877 shares 3,877 $1.46M 0.09% -148 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,981 shares; 2025Q2: 17,446 shares; 2025Q3: 20,625 shares; 2025Q4: 41,867 shares; 2026Q1: 52,885 shares; 2026Q2: 64,608 shares 64,608 $1.44M 0.09% +11,723 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,702 shares; 2024Q4: 21,866 shares; 2025Q1: 21,570 shares; 2025Q2: 22,273 shares; 2025Q3: 22,867 shares; 2025Q4: 24,078 shares; 2026Q1: 27,236 shares; 2026Q2: 29,810 shares 29,810 $1.44M 0.09% +2,574 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,382 shares; 2025Q4: 12,027 shares; 2026Q1: 15,252 shares; 2026Q2: 9,713 shares 9,713 $1.36M 0.09% -5,539 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,327 shares; 2025Q3: 18,158 shares; 2025Q4: 22,970 shares; 2026Q1: 27,735 shares; 2026Q2: 35,442 shares 35,442 $1.33M 0.09% +7,707 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,915 shares; 2024Q4: 16,633 shares; 2025Q1: 12,087 shares; 2025Q2: 13,914 shares; 2025Q3: 14,249 shares; 2025Q4: 14,424 shares; 2026Q1: 13,292 shares; 2026Q2: 11,123 shares 11,123 $1.31M 0.08% -2,169 Timeline VEU 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: 16,189 shares; 2024Q4: 16,278 shares; 2025Q1: 15,798 shares; 2025Q2: 15,842 shares; 2025Q3: 15,593 shares; 2025Q4: 15,593 shares; 2026Q1: 15,593 shares; 2026Q2: 15,558 shares 15,558 $1.3M 0.08% -35 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: 29,698 shares; 2024Q4: 8,384 shares; 2025Q1: 48,305 shares; 2025Q2: 42,619 shares; 2025Q3: 16,518 shares; 2025Q4: 12,358 shares; 2026Q1: 13,979 shares; 2026Q2: 16,260 shares 16,260 $1.3M 0.08% +2,281 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,163 shares; 2024Q4: 10,579 shares; 2025Q1: 13,378 shares; 2025Q2: 13,887 shares; 2025Q3: 84,031 shares; 2025Q4: 87,119 shares; 2026Q1: 24,923 shares; 2026Q2: 24,879 shares 24,879 $1.27M 0.08% -44 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: 10,291 shares; 2024Q4: 10,182 shares; 2025Q1: 9,244 shares; 2025Q2: 9,170 shares; 2025Q3: 9,337 shares; 2025Q4: 9,055 shares; 2026Q1: 9,187 shares; 2026Q2: 10,754 shares 10,754 $1.26M 0.08% +1,567 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: 3,057 shares; 2024Q4: 3,038 shares; 2025Q1: 4,641 shares; 2025Q2: 4,430 shares; 2025Q3: 5,631 shares; 2025Q4: 5,281 shares; 2026Q1: 4,773 shares; 2026Q2: 4,467 shares 4,467 $1.26M 0.08% -306 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: 5,360 shares; 2024Q4: 5,464 shares; 2025Q1: 5,084 shares; 2025Q2: 5,076 shares; 2025Q3: 6,205 shares; 2025Q4: 4,970 shares; 2026Q1: 4,894 shares; 2026Q2: 4,876 shares 4,876 $1.24M 0.08% -18 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,042 shares; 2024Q4: 8,182 shares; 2025Q1: 8,521 shares; 2025Q2: 14,546 shares; 2025Q3: 14,053 shares; 2025Q4: 19,705 shares; 2026Q1: 19,763 shares; 2026Q2: 23,482 shares 23,482 $1.24M 0.08% +3,719 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943 shares; 2024Q4: 4,876 shares; 2025Q1: 3,488 shares; 2025Q2: 3,540 shares; 2025Q3: 4,216 shares; 2025Q4: 4,547 shares; 2026Q1: 4,603 shares; 2026Q2: 5,168 shares 5,168 $1.22M 0.08% +565 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,777 shares; 2025Q4: 43,164 shares; 2026Q1: 62,691 shares; 2026Q2: 55,582 shares 55,582 $1.16M 0.08% -7,109 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,682 shares; 2025Q4: 35,909 shares; 2026Q1: 39,128 shares; 2026Q2: 45,621 shares 45,621 $1.16M 0.07% +6,493 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,317 shares; 2025Q4: 1,295 shares; 2026Q1: 1,301 shares; 2026Q2: 1,197 shares 1,197 $1.16M 0.07% -104 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,534 shares; 2024Q4: 12,621 shares; 2025Q1: 12,469 shares; 2025Q2: 17,655 shares; 2025Q3: 18,780 shares; 2025Q4: 19,408 shares; 2026Q1: 21,405 shares; 2026Q2: 22,850 shares 22,850 $1.15M 0.07% +1,445 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: 46,485 shares; 2024Q4: 39,118 shares; 2025Q1: 51,530 shares; 2025Q2: 55,284 shares; 2025Q3: 56,580 shares; 2025Q4: 54,465 shares; 2026Q1: 53,798 shares; 2026Q2: 53,330 shares 53,330 $1.1M 0.07% -468 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 13,085 shares; 2026Q1: 11,528 shares; 2026Q2: 11,487 shares 11,487 $1.06M 0.07% -41 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,429 shares; 2025Q4: 38,187 shares; 2026Q1: 38,523 shares; 2026Q2: 40,177 shares 40,177 $1.05M 0.07% +1,654 Timeline NUMG 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: 21,399 shares; 2024Q4: 22,829 shares; 2025Q1: 22,226 shares; 2025Q2: 22,267 shares; 2025Q3: 23,085 shares; 2025Q4: 21,309 shares; 2026Q1: 21,922 shares; 2026Q2: 22,342 shares 22,342 $1.05M 0.07% +420 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: 22,090 shares; 2024Q4: 22,232 shares; 2025Q1: 18,022 shares; 2025Q2: 19,459 shares; 2025Q3: 19,224 shares; 2025Q4: 19,177 shares; 2026Q1: 19,020 shares; 2026Q2: 16,810 shares 16,810 $1.05M 0.07% -2,210 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,337 shares; 2025Q1: not reported; 2025Q2: 14,426 shares; 2025Q3: 10,443 shares; 2025Q4: 26,344 shares; 2026Q1: 33,324 shares; 2026Q2: 24,465 shares 24,465 $1.04M 0.07% -8,859 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,809 shares; 2025Q1: 6,886 shares; 2025Q2: 5,717 shares; 2025Q3: 5,959 shares; 2025Q4: 6,759 shares; 2026Q1: 7,716 shares; 2026Q2: 8,068 shares 8,068 $1.03M 0.07% +352 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,598 shares; 2025Q3: 16,235 shares; 2025Q4: 19,745 shares; 2026Q1: 24,134 shares; 2026Q2: 29,658 shares 29,658 $1.03M 0.07% +5,524 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: 30,943 shares; 2024Q4: 31,897 shares; 2025Q1: 32,097 shares; 2025Q2: 36,047 shares; 2025Q3: 35,175 shares; 2025Q4: 36,119 shares; 2026Q1: 17,053 shares; 2026Q2: 17,607 shares 17,607 $1.02M 0.07% +554 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,937 shares; 2024Q4: 16,684 shares; 2025Q1: 15,493 shares; 2025Q2: 17,592 shares; 2025Q3: 17,647 shares; 2025Q4: 18,611 shares; 2026Q1: 18,235 shares; 2026Q2: 17,953 shares 17,953 $1.01M 0.07% -282 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,332 shares; 2024Q4: 19,935 shares; 2025Q1: 16,672 shares; 2025Q2: 16,900 shares; 2025Q3: 15,473 shares; 2025Q4: 11,304 shares; 2026Q1: 10,828 shares; 2026Q2: 10,474 shares 10,474 $1.01M 0.07% -354 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: 9,006 shares; 2024Q4: 7,843 shares; 2025Q1: 7,569 shares; 2025Q2: 8,736 shares; 2025Q3: 7,986 shares; 2025Q4: 8,358 shares; 2026Q1: 9,810 shares; 2026Q2: 8,702 shares 8,702 $986K 0.06% -1,108 Timeline HMOP 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: 11,772 shares; 2024Q4: 11,616 shares; 2025Q1: 12,231 shares; 2025Q2: 10,813 shares; 2025Q3: 14,694 shares; 2025Q4: 19,725 shares; 2026Q1: 23,677 shares; 2026Q2: 24,822 shares 24,822 $972K 0.06% +1,145 Timeline NUSC 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: 40,698 shares; 2024Q4: 40,370 shares; 2025Q1: 39,647 shares; 2025Q2: 40,288 shares; 2025Q3: 27,219 shares; 2025Q4: 20,564 shares; 2026Q1: 19,021 shares; 2026Q2: 18,555 shares 18,555 $967K 0.06% -466 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: 5,882 shares; 2024Q4: 7,074 shares; 2025Q1: 6,809 shares; 2025Q2: 6,873 shares; 2025Q3: 31,201 shares; 2025Q4: 1,287 shares; 2026Q1: 1,290 shares; 2026Q2: 1,287 shares 1,287 $961K 0.06% -3 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: 5,710 shares; 2024Q4: 5,709 shares; 2025Q1: 5,251 shares; 2025Q2: 5,262 shares; 2025Q3: 5,459 shares; 2025Q4: 5,273 shares; 2026Q1: 5,785 shares; 2026Q2: 5,733 shares 5,733 $950K 0.06% -52 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,705 shares; 2024Q4: 13,388 shares; 2025Q1: 14,105 shares; 2025Q2: 15,872 shares; 2025Q3: 17,507 shares; 2025Q4: 17,367 shares; 2026Q1: 17,299 shares; 2026Q2: 17,633 shares 17,633 $938K 0.06% +334 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,001 shares; 2024Q4: 5,854 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,392 shares; 2025Q4: 5,449 shares; 2026Q1: 5,479 shares; 2026Q2: 5,497 shares 5,497 $898K 0.06% +18 Timeline FENY 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: 27,947 shares; 2024Q4: 30,326 shares; 2025Q1: 30,848 shares; 2025Q2: 31,056 shares; 2025Q3: 31,244 shares; 2025Q4: 28,786 shares; 2026Q1: 803,382 shares; 2026Q2: 30,374 shares 30,374 $898K 0.06% -773,008 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: 15,060 shares; 2024Q4: 15,345 shares; 2025Q1: 17,920 shares; 2025Q2: 18,492 shares; 2025Q3: 7,014 shares; 2025Q4: 9,087 shares; 2026Q1: 10,671 shares; 2026Q2: 10,754 shares 10,754 $883K 0.06% +83 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,443 shares; 2024Q4: 3,204 shares; 2025Q1: 3,197 shares; 2025Q2: 3,099 shares; 2025Q3: 2,768 shares; 2025Q4: 2,779 shares; 2026Q1: 2,752 shares; 2026Q2: 3,348 shares 3,348 $872K 0.06% +596 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372 shares; 2024Q4: 4,467 shares; 2025Q1: 4,021 shares; 2025Q2: 3,861 shares; 2025Q3: 4,591 shares; 2025Q4: 6,019 shares; 2026Q1: 6,044 shares; 2026Q2: 31,084 shares 31,084 $852K 0.06% +25,040 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,066 shares; 2026Q1: 9,789 shares; 2026Q2: 16,721 shares 16,721 $852K 0.05% +6,932 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,648 shares; 2024Q4: 7,842 shares; 2025Q1: 7,439 shares; 2025Q2: 7,482 shares; 2025Q3: 7,044 shares; 2025Q4: 7,361 shares; 2026Q1: 7,523 shares; 2026Q2: 7,193 shares 7,193 $842K 0.05% -330 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,936 shares; 2025Q1: 8,631 shares; 2025Q2: 8,698 shares; 2025Q3: 8,591 shares; 2025Q4: 8,505 shares; 2026Q1: 8,823 shares; 2026Q2: 7,708 shares 7,708 $832K 0.05% -1,115 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,188 shares; 2025Q4: 4,137 shares; 2026Q1: 7,444 shares; 2026Q2: 8,542 shares 8,542 $824K 0.05% +1,098 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,760 shares; 2024Q4: 125,075 shares; 2025Q1: 18,800 shares; 2025Q2: 16,259 shares; 2025Q3: 16,443 shares; 2025Q4: 16,448 shares; 2026Q1: 16,316 shares; 2026Q2: 16,143 shares 16,143 $800K 0.05% -173 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: 289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,670 shares; 2026Q1: 2,602 shares; 2026Q2: 1,844 shares 1,844 $799K 0.05% -758 Timeline QUS 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: 5,160 shares; 2024Q4: 5,157 shares; 2025Q1: 4,536 shares; 2025Q2: 4,627 shares; 2025Q3: 4,705 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares; 2026Q2: 4,235 shares 4,235 $791K 0.05% -124 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: 3,347 shares; 2024Q4: 2,823 shares; 2025Q1: 3,130 shares; 2025Q2: 3,909 shares; 2025Q3: 3,982 shares; 2025Q4: 3,629 shares; 2026Q1: 3,202 shares; 2026Q2: 3,138 shares 3,138 $790K 0.05% -64 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: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271 shares; 2025Q3: 1,529 shares; 2025Q4: 14,787 shares; 2026Q1: 11,070 shares; 2026Q2: 11,032 shares 11,032 $788K 0.05% -38 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 4,048 shares; 2025Q1: 3,914 shares; 2025Q2: 3,926 shares; 2025Q3: 3,938 shares; 2025Q4: 3,950 shares; 2026Q1: 3,739 shares; 2026Q2: 3,571 shares 3,571 $787K 0.05% -168 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 9,824 shares; 2025Q4: 9,938 shares; 2026Q1: 10,000 shares; 2026Q2: 10,675 shares 10,675 $761K 0.05% +675 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,570 shares; 2025Q1: 6,615 shares; 2025Q2: 6,226 shares; 2025Q3: 5,608 shares; 2025Q4: 5,152 shares; 2026Q1: 5,132 shares; 2026Q2: 5,836 shares 5,836 $750K 0.05% +704 Timeline BRK-A 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 1 shares 1 $749K 0.05% -1 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: 2,890 shares; 2024Q4: 2,922 shares; 2025Q1: 3,160 shares; 2025Q2: 3,169 shares; 2025Q3: 3,384 shares; 2025Q4: 3,725 shares; 2026Q1: 4,162 shares; 2026Q2: 3,884 shares 3,884 $737K 0.05% -278 Timeline NUMV 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: 8,860 shares; 2024Q4: 9,863 shares; 2025Q1: 9,573 shares; 2025Q2: 9,643 shares; 2025Q3: 20,649 shares; 2025Q4: 17,743 shares; 2026Q1: 17,083 shares; 2026Q2: 16,903 shares 16,903 $735K 0.05% -180 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: 1,739 shares; 2024Q4: 1,779 shares; 2025Q1: 1,461 shares; 2025Q2: 1,647 shares; 2025Q3: 1,452 shares; 2025Q4: 1,458 shares; 2026Q1: 1,433 shares; 2026Q2: 1,431 shares 1,431 $729K 0.05% -2 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: 4,344 shares; 2024Q4: 4,320 shares; 2025Q1: 4,222 shares; 2025Q2: 4,142 shares; 2025Q3: 5,028 shares; 2025Q4: 4,900 shares; 2026Q1: 5,019 shares; 2026Q2: 5,039 shares 5,039 $705K 0.05% +20 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: 444 shares; 2024Q4: 548 shares; 2025Q1: 513 shares; 2025Q2: 381 shares; 2025Q3: 414 shares; 2025Q4: 469 shares; 2026Q1: 516 shares; 2026Q2: 584 shares 584 $700K 0.05% +68 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: 2,230 shares; 2024Q4: 2,129 shares; 2025Q1: 2,120 shares; 2025Q2: 2,121 shares; 2025Q3: 2,122 shares; 2025Q4: 4,245 shares; 2026Q1: 3,605 shares; 2026Q2: 3,626 shares 3,626 $691K 0.04% +21 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: 1,274 shares; 2024Q4: 1,348 shares; 2025Q1: 1,536 shares; 2025Q2: 3,004 shares; 2025Q3: 3,161 shares; 2025Q4: 2,341 shares; 2026Q1: 1,827 shares; 2026Q2: 1,836 shares 1,836 $686K 0.04% +9 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,224 shares; 2026Q2: 945 shares 945 $684K 0.04% -279 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,674 shares; 2024Q4: 13,241 shares; 2025Q1: 7,549 shares; 2025Q2: 7,557 shares; 2025Q3: 9,412 shares; 2025Q4: 9,286 shares; 2026Q1: 9,193 shares; 2026Q2: 9,048 shares 9,048 $678K 0.04% -145 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: 1,389 shares; 2025Q2: 1,085 shares; 2025Q3: 1,874 shares; 2025Q4: 1,842 shares; 2026Q1: 1,590 shares; 2026Q2: 1,598 shares 1,598 $672K 0.04% +8 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,812 shares; 2024Q4: 14,802 shares; 2025Q1: 15,109 shares; 2025Q2: 16,383 shares; 2025Q3: 12,480 shares; 2025Q4: 12,551 shares; 2026Q1: 12,625 shares; 2026Q2: 13,942 shares 13,942 $669K 0.04% +1,317 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 4,906 shares; 2025Q1: 4,991 shares; 2025Q2: 4,995 shares; 2025Q3: 4,988 shares; 2025Q4: 5,967 shares; 2026Q1: 4,861 shares; 2026Q2: 4,862 shares 4,862 $669K 0.04% +1 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: 2,454 shares; 2024Q4: 3,832 shares; 2025Q1: 3,647 shares; 2025Q2: 2,962 shares; 2025Q3: 3,033 shares; 2025Q4: 3,321 shares; 2026Q1: 3,136 shares; 2026Q2: 3,575 shares 3,575 $661K 0.04% +439 Timeline BLES 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: 11,873 shares; 2024Q4: 12,461 shares; 2025Q1: 12,973 shares; 2025Q2: 14,051 shares; 2025Q3: 14,111 shares; 2025Q4: 13,984 shares; 2026Q1: 13,204 shares; 2026Q2: 13,819 shares 13,819 $659K 0.04% +615 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,803 shares; 2025Q1: 5,549 shares; 2025Q2: 6,921 shares; 2025Q3: 8,072 shares; 2025Q4: 8,448 shares; 2026Q1: 8,505 shares; 2026Q2: 8,416 shares 8,416 $653K 0.04% -89 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,061 shares; 2024Q4: 19,929 shares; 2025Q1: 19,981 shares; 2025Q2: 19,685 shares; 2025Q3: 19,761 shares; 2025Q4: 20,935 shares; 2026Q1: 20,841 shares; 2026Q2: 17,424 shares 17,424 $642K 0.04% -3,417 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,652 shares; 2024Q4: 7,526 shares; 2025Q1: 7,286 shares; 2025Q2: 7,287 shares; 2025Q3: 7,067 shares; 2025Q4: 6,979 shares; 2026Q1: 8,199 shares; 2026Q2: 8,322 shares 8,322 $641K 0.04% +123 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,688 shares; 2025Q1: 10,688 shares; 2025Q2: 13,431 shares; 2025Q3: 13,431 shares; 2025Q4: 10,208 shares; 2026Q1: 10,909 shares; 2026Q2: 10,597 shares 10,597 $596K 0.04% -312 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 2,857 shares; 2026Q1: 2,678 shares; 2026Q2: 2,311 shares 2,311 $590K 0.04% -367 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: 1,854 shares; 2024Q4: 1,868 shares; 2025Q1: 1,983 shares; 2025Q2: 1,783 shares; 2025Q3: 1,787 shares; 2025Q4: 1,601 shares; 2026Q1: 1,582 shares; 2026Q2: 1,636 shares 1,636 $577K 0.04% +54 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 466 shares; 2025Q4: 457 shares; 2026Q1: 534 shares; 2026Q2: 487 shares 487 $572K 0.04% -47 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,096 shares; 2025Q2: 9,856 shares; 2025Q3: 11,340 shares; 2025Q4: not reported; 2026Q1: 11,009 shares; 2026Q2: 12,255 shares 12,255 $558K 0.04% +1,246 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 12,676 shares; 2025Q3: 15,190 shares; 2025Q4: 15,496 shares; 2026Q1: 12,865 shares; 2026Q2: 12,859 shares 12,859 $544K 0.04% -6 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: 1,114 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,583 shares; 2025Q4: 1,572 shares; 2026Q1: 1,464 shares; 2026Q2: 1,464 shares 1,464 $539K 0.03% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,136 shares; 2025Q1: 1,068 shares; 2025Q2: 1,072 shares; 2025Q3: 1,076 shares; 2025Q4: 1,079 shares; 2026Q1: 1,346 shares; 2026Q2: 1,086 shares 1,086 $538K 0.03% -260 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,234 shares; 2024Q4: 18,773 shares; 2025Q1: 18,695 shares; 2025Q2: 20,223 shares; 2025Q3: 18,049 shares; 2025Q4: 9,209 shares; 2026Q1: 7,950 shares; 2026Q2: 8,160 shares 8,160 $535K 0.03% +210 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: 1,733 shares; 2024Q4: 1,741 shares; 2025Q1: 1,705 shares; 2025Q2: 1,713 shares; 2025Q3: 1,720 shares; 2025Q4: 1,635 shares; 2026Q1: 1,849 shares; 2026Q2: 2,062 shares 2,062 $527K 0.03% +213 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: 812 shares; 2024Q4: 676 shares; 2025Q1: 607 shares; 2025Q2: 963 shares; 2025Q3: 1,096 shares; 2025Q4: 1,127 shares; 2026Q1: 1,064 shares; 2026Q2: 1,015 shares 1,015 $521K 0.03% -49 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 3,040 shares; 2025Q1: 3,038 shares; 2025Q2: 3,049 shares; 2025Q3: 3,092 shares; 2025Q4: 3,091 shares; 2026Q1: 3,107 shares; 2026Q2: 3,125 shares 3,125 $521K 0.03% +18 Timeline FHLC 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: 158,247 shares; 2024Q4: 164,949 shares; 2025Q1: 17,806 shares; 2025Q2: 12,679 shares; 2025Q3: 13,225 shares; 2025Q4: 7,716 shares; 2026Q1: 11,700 shares; 2026Q2: 6,718 shares 6,718 $519K 0.03% -4,982 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: 13,144 shares; 2024Q4: 43,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,990 shares; 2025Q4: 11,258 shares; 2026Q1: 11,679 shares; 2026Q2: 16,088 shares 16,088 $510K 0.03% +4,409 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: 10,279 shares; 2024Q4: 10,759 shares; 2025Q1: 8,678 shares; 2025Q2: 8,706 shares; 2025Q3: 9,096 shares; 2025Q4: 8,822 shares; 2026Q1: 8,688 shares; 2026Q2: 8,943 shares 8,943 $510K 0.03% +255 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: 6,630 shares; 2024Q4: 6,658 shares; 2025Q1: 4,966 shares; 2025Q2: 4,951 shares; 2025Q3: 4,646 shares; 2025Q4: 4,484 shares; 2026Q1: 3,277 shares; 2026Q2: 3,057 shares 3,057 $502K 0.03% -220 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,372 shares; 2025Q4: 8,262 shares; 2026Q1: 9,542 shares; 2026Q2: 11,728 shares 11,728 $496K 0.03% +2,186 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: 509 shares; 2024Q4: 421 shares; 2025Q1: 415 shares; 2025Q2: 528 shares; 2025Q3: 486 shares; 2025Q4: 391 shares; 2026Q1: 384 shares; 2026Q2: 491 shares 491 $459K 0.03% +107 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 689 shares; 2025Q1: 1,277 shares; 2025Q2: 1,019 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594 shares 594 $453K 0.03% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 731 shares; 2025Q1: 883 shares; 2025Q2: 969 shares; 2025Q3: 917 shares; 2025Q4: 556 shares; 2026Q1: 417 shares; 2026Q2: 436 shares 436 $441K 0.03% +19 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,868 shares; 2026Q1: 13,083 shares; 2026Q2: 16,826 shares 16,826 $440K 0.03% +3,743 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: 3,293 shares; 2024Q4: 3,046 shares; 2025Q1: 3,029 shares; 2025Q2: 3,040 shares; 2025Q3: 3,054 shares; 2025Q4: 3,060 shares; 2026Q1: 2,905 shares; 2026Q2: 2,747 shares 2,747 $436K 0.03% -158 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 4,322 shares; 2025Q1: 4,405 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares; 2025Q4: 3,720 shares; 2026Q1: 4,383 shares; 2026Q2: 3,416 shares 3,416 $432K 0.03% -967 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,509 shares; 2024Q4: 6,791 shares; 2025Q1: 6,837 shares; 2025Q2: 6,908 shares; 2025Q3: 6,979 shares; 2025Q4: 7,069 shares; 2026Q1: 7,112 shares; 2026Q2: 7,179 shares 7,179 $418K 0.03% +67 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: 1,168 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 1,189 shares; 2025Q3: 1,183 shares; 2025Q4: 1,510 shares; 2026Q1: 1,206 shares; 2026Q2: 1,199 shares 1,199 $406K 0.03% -7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,019 shares; 2024Q4: 5,028 shares; 2025Q1: 4,880 shares; 2025Q2: 4,871 shares; 2025Q3: 4,966 shares; 2025Q4: 4,915 shares; 2026Q1: 4,436 shares; 2026Q2: 4,464 shares 4,464 $405K 0.03% +28 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: 1,459 shares; 2024Q4: 1,480 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares; 2026Q1: 1,214 shares; 2026Q2: 1,187 shares 1,187 $404K 0.03% -27 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: 1,124 shares; 2024Q4: 1,149 shares; 2025Q1: 1,126 shares; 2025Q2: 1,120 shares; 2025Q3: 1,175 shares; 2025Q4: 1,148 shares; 2026Q1: 1,257 shares; 2026Q2: 4,943 shares 4,943 $398K 0.03% +3,686 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,930 shares; 2024Q4: 3,125 shares; 2025Q1: 2,876 shares; 2025Q2: 2,711 shares; 2025Q3: 2,906 shares; 2025Q4: 2,718 shares; 2026Q1: 2,665 shares; 2026Q2: 2,712 shares 2,712 $398K 0.03% +47 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: 2,098 shares; 2024Q4: 3,450 shares; 2025Q1: 3,252 shares; 2025Q2: 3,468 shares; 2025Q3: 6,114 shares; 2025Q4: 5,004 shares; 2026Q1: 2,823 shares; 2026Q2: 2,672 shares 2,672 $392K 0.03% -151 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 6,000 shares; 2025Q1: 5,827 shares; 2025Q2: 4,586 shares; 2025Q3: 4,971 shares; 2025Q4: 4,919 shares; 2026Q1: 4,897 shares; 2026Q2: 4,877 shares 4,877 $370K 0.02% -20 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: not reported; 2025Q1: 4,147 shares; 2025Q2: 4,100 shares; 2025Q3: 3,702 shares; 2025Q4: 3,699 shares; 2026Q1: 3,721 shares; 2026Q2: 3,566 shares 3,566 $369K 0.02% -155 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: 2,140 shares; 2024Q4: 1,755 shares; 2025Q1: 1,809 shares; 2025Q2: 1,814 shares; 2025Q3: 1,820 shares; 2025Q4: 2,594 shares; 2026Q1: 1,750 shares; 2026Q2: 2,420 shares 2,420 $367K 0.02% +670 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,387 shares; 2026Q1: 4,305 shares; 2026Q2: 6,303 shares 6,303 $363K 0.02% +1,998 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $363K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,105 shares 2,105 $358K 0.02% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares; 2026Q1: 2,250 shares; 2026Q2: 2,251 shares 2,251 $353K 0.02% +1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 3,252 shares; 2026Q1: 3,252 shares; 2026Q2: 3,315 shares 3,315 $352K 0.02% +63 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: 4,327 shares; 2025Q1: 4,266 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares; 2026Q1: 4,267 shares; 2026Q2: 4,213 shares 4,213 $343K 0.02% -54 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,014 shares; 2025Q3: 5,877 shares; 2025Q4: 6,189 shares; 2026Q1: not reported; 2026Q2: 5,828 shares 5,828 $341K 0.02% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,892 shares; 2025Q3: 9,051 shares; 2025Q4: 8,065 shares; 2026Q1: 9,529 shares; 2026Q2: 10,214 shares 10,214 $340K 0.02% +685 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: 5,299 shares; 2025Q1: 4,046 shares; 2025Q2: 4,036 shares; 2025Q3: 4,231 shares; 2025Q4: 4,333 shares; 2026Q1: 4,281 shares; 2026Q2: 4,055 shares 4,055 $330K 0.02% -226 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,676 shares; 2024Q4: 19,301 shares; 2025Q1: 19,448 shares; 2025Q2: 19,869 shares; 2025Q3: 12,416 shares; 2025Q4: 10,161 shares; 2026Q1: 8,400 shares; 2026Q2: 8,050 shares 8,050 $327K 0.02% -350 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,662 shares; 2024Q4: 9,662 shares; 2025Q1: 9,662 shares; 2025Q2: 9,662 shares; 2025Q3: 9,728 shares; 2025Q4: 5,728 shares; 2026Q1: 5,728 shares; 2026Q2: 5,764 shares 5,764 $325K 0.02% +36 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,164 shares; 2024Q4: 32,622 shares; 2025Q1: 32,863 shares; 2025Q2: 33,234 shares; 2025Q3: 33,610 shares; 2025Q4: 34,097 shares; 2026Q1: 34,339 shares; 2026Q2: 34,710 shares 34,710 $320K 0.02% +371 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,032 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 1,407 shares; 2025Q4: 1,083 shares; 2026Q1: 1,052 shares; 2026Q2: 918 shares 918 $315K 0.02% -134 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: 4,892 shares; 2024Q4: 4,757 shares; 2025Q1: 3,873 shares; 2025Q2: 3,888 shares; 2025Q3: 5,153 shares; 2025Q4: 3,912 shares; 2026Q1: 3,891 shares; 2026Q2: 3,774 shares 3,774 $312K 0.02% -117 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,522 shares; 2025Q1: 1,466 shares; 2025Q2: 1,470 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,390 shares; 2026Q2: 1,387 shares 1,387 $310K 0.02% -3 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,079 shares; 2024Q4: 10,687 shares; 2025Q1: 8,992 shares; 2025Q2: 10,458 shares; 2025Q3: 9,712 shares; 2025Q4: 9,430 shares; 2026Q1: 8,190 shares; 2026Q2: 8,090 shares 8,090 $309K 0.02% -100 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,432 shares; 2026Q2: 2,434 shares 2,434 $308K 0.02% +2 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: 5,995 shares; 2024Q4: 6,320 shares; 2025Q1: 3,345 shares; 2025Q2: 3,385 shares; 2025Q3: 3,253 shares; 2025Q4: 3,017 shares; 2026Q1: 2,626 shares; 2026Q2: 3,183 shares 3,183 $306K 0.02% +557 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: 2,395 shares; 2024Q4: 2,274 shares; 2025Q1: 2,552 shares; 2025Q2: 3,099 shares; 2025Q3: 2,354 shares; 2025Q4: 1,936 shares; 2026Q1: 1,978 shares; 2026Q2: 2,213 shares 2,213 $300K 0.02% +235 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: 1,372 shares; 2026Q2: 1,424 shares 1,424 $298K 0.02% +52 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 3,272 shares; 2025Q3: 3,266 shares; 2025Q4: 1,531 shares; 2026Q1: 1,454 shares; 2026Q2: 1,460 shares 1,460 $293K 0.02% +6 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: 8,754 shares; 2024Q4: 6,664 shares; 2025Q1: 5,734 shares; 2025Q2: 5,618 shares; 2025Q3: 4,624 shares; 2025Q4: 2,835 shares; 2026Q1: 2,477 shares; 2026Q2: 2,135 shares 2,135 $292K 0.02% -342 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,980 shares; 2024Q4: 11,980 shares; 2025Q1: 11,980 shares; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 11,980 shares; 2026Q1: 11,980 shares; 2026Q2: 11,980 shares 11,980 $290K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,352 shares; 2026Q2: 1,694 shares 1,694 $286K 0.02% +342 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $285K 0.02% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168 shares; 2026Q2: 944 shares 944 $285K 0.02% +776 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,350 shares; 2025Q3: 6,121 shares; 2025Q4: 8,077 shares; 2026Q1: 5,777 shares; 2026Q2: 5,476 shares 5,476 $280K 0.02% -301 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 896 shares; 2026Q1: 966 shares; 2026Q2: 1,024 shares 1,024 $277K 0.02% +58 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,685 shares 3,685 $274K 0.02% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,633 shares; 2024Q4: 13,633 shares; 2025Q1: 13,633 shares; 2025Q2: 13,633 shares; 2025Q3: 15,778 shares; 2025Q4: 15,778 shares; 2026Q1: 15,778 shares; 2026Q2: 15,778 shares 15,778 $274K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $267K 0.02% 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: 5,646 shares; 2024Q4: 5,685 shares; 2025Q1: 5,146 shares; 2025Q2: 5,042 shares; 2025Q3: 4,608 shares; 2025Q4: 4,564 shares; 2026Q1: 4,206 shares; 2026Q2: 3,690 shares 3,690 $266K 0.02% -516 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,524 shares; 2025Q1: 2,507 shares; 2025Q2: 1,832 shares; 2025Q3: 1,839 shares; 2025Q4: 1,840 shares; 2026Q1: 1,841 shares; 2026Q2: 1,842 shares 1,842 $264K 0.02% +1 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,317 shares 11,317 $262K 0.02% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,517 shares 4,517 $260K 0.02% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 678 shares; 2026Q1: not reported; 2026Q2: 716 shares 716 $259K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $251K 0.02% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,356 shares; 2025Q1: 8,001 shares; 2025Q2: 8,869 shares; 2025Q3: 4,088 shares; 2025Q4: 10,025 shares; 2026Q1: 10,105 shares; 2026Q2: 4,289 shares 4,289 $251K 0.02% -5,816 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,994 shares 1,994 $248K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,083 shares 4,083 $246K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 753 shares; 2026Q1: 744 shares; 2026Q2: 742 shares 742 $245K 0.02% -2 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,604 shares 4,604 $243K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 607 shares 607 $241K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 541 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 569 shares 569 $236K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,881 shares; 2025Q1: 1,889 shares; 2025Q2: 1,898 shares; 2025Q3: 1,888 shares; 2025Q4: 1,899 shares; 2026Q1: 1,514 shares; 2026Q2: 1,506 shares 1,506 $235K 0.02% -8 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 reported; 2024Q4: 1,079 shares; 2025Q1: 1,088 shares; 2025Q2: 889 shares; 2025Q3: 794 shares; 2025Q4: 474 shares; 2026Q1: not reported; 2026Q2: 456 shares 456 $235K 0.02% 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: 7,407 shares; 2024Q4: 10,580 shares; 2025Q1: 11,639 shares; 2025Q2: 10,276 shares; 2025Q3: 12,104 shares; 2025Q4: 10,394 shares; 2026Q1: 9,629 shares; 2026Q2: 9,139 shares 9,139 $220K 0.01% -490 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 3,255 shares; 2025Q1: 3,261 shares; 2025Q2: 3,264 shares; 2025Q3: 3,251 shares; 2025Q4: 2,849 shares; 2026Q1: 3,005 shares; 2026Q2: 2,256 shares 2,256 $217K 0.01% -749 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,057 shares 2,057 $214K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 934 shares 934 $209K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares 952 $209K 0.01% new Timeline SMB 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: 11,693 shares; 2024Q4: 11,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,053 shares; 2026Q1: 11,885 shares; 2026Q2: 11,907 shares 11,907 $207K 0.01% +22 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 934 shares 934 $206K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $205K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $202K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,330 shares; 2024Q4: 6,873 shares; 2025Q1: 7,460 shares; 2025Q2: 8,514 shares; 2025Q3: not reported; 2025Q4: 6,192 shares; 2026Q1: not reported; 2026Q2: 2,010 shares 2,010 $202K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $201K 0.01% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,669 shares 10,669 $196K 0.01% new Timeline FTNJ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,346 shares; 2026Q1: 14,425 shares; 2026Q2: 14,554 shares 14,554 $129K 0.01% +129 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,956 shares; 2026Q2: 17,968 shares 17,968 $87.9K 0.01% +2,012 Timeline