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: 423,492 shares; 2024Q4: 444,856 shares; 2025Q1: 684,305 shares; 2025Q2: 733,191 shares; 2025Q3: 854,365 shares; 2025Q4: 1,123,883 shares; 2026Q1: 1,264,278 shares; 2026Q2: 1,356,118 shares 1,356,118 $68.3M 7.87% +91,840 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,367 shares; 2024Q4: 409,300 shares; 2025Q1: 344,866 shares; 2025Q2: 371,718 shares; 2025Q3: 409,484 shares; 2025Q4: 505,783 shares; 2026Q1: 538,211 shares; 2026Q2: 559,275 shares 559,275 $49.1M 5.66% +21,064 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,308 shares; 2024Q4: 290,477 shares; 2025Q1: 390,037 shares; 2025Q2: 396,917 shares; 2025Q3: 438,668 shares; 2025Q4: 522,904 shares; 2026Q1: 587,402 shares; 2026Q2: 658,867 shares 658,867 $30.9M 3.56% +71,465 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: 66,755 shares; 2024Q4: 66,837 shares; 2025Q1: 206,887 shares; 2025Q2: 229,926 shares; 2025Q3: 229,728 shares; 2025Q4: 287,218 shares; 2026Q1: 311,729 shares; 2026Q2: 342,324 shares 342,324 $26.4M 3.04% +30,595 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: 31,852 shares; 2024Q4: 31,910 shares; 2025Q1: 31,556 shares; 2025Q2: 31,590 shares; 2025Q3: 35,072 shares; 2025Q4: 34,553 shares; 2026Q1: 34,329 shares; 2026Q2: 34,743 shares 34,743 $26M 3% +414 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,536 shares; 2024Q4: 119,166 shares; 2025Q1: 279,039 shares; 2025Q2: 307,531 shares; 2025Q3: 340,384 shares; 2025Q4: 420,927 shares; 2026Q1: 434,819 shares; 2026Q2: 471,806 shares 471,806 $23.5M 2.71% +36,987 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: 102,981 shares; 2025Q2: 115,120 shares; 2025Q3: 148,030 shares; 2025Q4: 198,732 shares; 2026Q1: 226,956 shares; 2026Q2: 234,831 shares 234,831 $22.7M 2.61% +7,875 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: 58,059 shares; 2024Q4: 58,415 shares; 2025Q1: 59,653 shares; 2025Q2: 59,387 shares; 2025Q3: 60,586 shares; 2025Q4: 60,177 shares; 2026Q1: 63,482 shares; 2026Q2: 71,768 shares 71,768 $20.8M 2.39% +8,286 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,917 shares; 2024Q4: 392,513 shares; 2025Q1: 588,451 shares; 2025Q2: 538,046 shares; 2025Q3: 677,378 shares; 2025Q4: 842,312 shares; 2026Q1: 840,755 shares; 2026Q2: 937,471 shares 937,471 $20.1M 2.31% +96,716 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453,354 shares; 2024Q4: 423,582 shares; 2025Q1: 489,802 shares; 2025Q2: 467,120 shares; 2025Q3: 536,772 shares; 2025Q4: 668,341 shares; 2026Q1: 740,026 shares; 2026Q2: 806,300 shares 806,300 $20.1M 2.31% +66,274 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: 28,958 shares; 2024Q4: 28,546 shares; 2025Q1: 28,371 shares; 2025Q2: 26,184 shares; 2025Q3: 26,243 shares; 2025Q4: 25,584 shares; 2026Q1: 25,716 shares; 2026Q2: 28,607 shares 28,607 $19.6M 2.26% +2,891 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,086 shares; 2024Q4: 150,788 shares; 2025Q1: 105,008 shares; 2025Q2: 112,310 shares; 2025Q3: 134,338 shares; 2025Q4: 175,919 shares; 2026Q1: 176,171 shares; 2026Q2: 193,707 shares 193,707 $18.2M 2.1% +17,536 Timeline VGK 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: 179,397 shares; 2024Q4: 178,554 shares; 2025Q1: 177,462 shares; 2025Q2: 176,679 shares; 2025Q3: 179,907 shares; 2025Q4: 183,462 shares; 2026Q1: 189,517 shares; 2026Q2: 204,324 shares 204,324 $18.1M 2.08% +14,807 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,638 shares; 2024Q4: 56,027 shares; 2025Q1: 136,687 shares; 2025Q2: 144,587 shares; 2025Q3: 161,408 shares; 2025Q4: 204,867 shares; 2026Q1: 209,077 shares; 2026Q2: 218,305 shares 218,305 $17.7M 2.04% +9,228 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: 11,204 shares; 2024Q4: 10,574 shares; 2025Q1: 32,403 shares; 2025Q2: 37,417 shares; 2025Q3: 44,583 shares; 2025Q4: 55,319 shares; 2026Q1: 90,858 shares; 2026Q2: 102,092 shares 102,092 $15.1M 1.74% +11,234 Timeline VPL 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: 88,369 shares; 2024Q4: 89,044 shares; 2025Q1: 90,208 shares; 2025Q2: 91,000 shares; 2025Q3: 92,309 shares; 2025Q4: 92,066 shares; 2026Q1: 89,721 shares; 2026Q2: 96,777 shares 96,777 $11.2M 1.29% +7,056 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: 122,164 shares; 2024Q4: 117,548 shares; 2025Q1: 116,425 shares; 2025Q2: 123,713 shares; 2025Q3: 131,766 shares; 2025Q4: 137,817 shares; 2026Q1: 146,146 shares; 2026Q2: 156,186 shares 156,186 $11.1M 1.28% +10,040 Timeline SCHR 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: 108,460 shares; 2024Q4: 364,963 shares; 2025Q1: 397,262 shares; 2025Q2: 425,395 shares; 2025Q3: 427,988 shares; 2025Q4: 433,231 shares; 2026Q1: 452,423 shares; 2026Q2: 450,208 shares 450,208 $11.1M 1.28% -2,215 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,806 shares; 2025Q2: 55,981 shares; 2025Q3: 74,047 shares; 2025Q4: 97,481 shares; 2026Q1: 108,957 shares; 2026Q2: 118,458 shares 118,458 $11M 1.27% +9,501 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,198 shares; 2024Q4: 84,287 shares; 2025Q1: 95,111 shares; 2025Q2: 96,609 shares; 2025Q3: 112,613 shares; 2025Q4: 125,309 shares; 2026Q1: 121,250 shares; 2026Q2: 137,537 shares 137,537 $10.9M 1.26% +16,287 Timeline BWX 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: 77,591 shares; 2024Q4: 89,849 shares; 2025Q1: 93,372 shares; 2025Q2: 205,328 shares; 2025Q3: 399,349 shares; 2025Q4: 460,268 shares; 2026Q1: 485,825 shares; 2026Q2: 494,885 shares 494,885 $10.7M 1.24% +9,060 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,346 shares; 2024Q4: 309,258 shares; 2025Q1: 313,453 shares; 2025Q2: 336,281 shares; 2025Q3: 330,062 shares; 2025Q4: 322,496 shares; 2026Q1: 336,094 shares; 2026Q2: 353,563 shares 353,563 $10.4M 1.2% +17,469 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: 19,051 shares; 2024Q4: 19,200 shares; 2025Q1: 19,983 shares; 2025Q2: 19,059 shares; 2025Q3: 20,236 shares; 2025Q4: 22,278 shares; 2026Q1: 23,328 shares; 2026Q2: 23,932 shares 23,932 $8.55M 0.99% +604 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: 24,514 shares; 2024Q4: 24,094 shares; 2025Q1: 22,986 shares; 2025Q2: 23,278 shares; 2025Q3: 24,419 shares; 2025Q4: 24,211 shares; 2026Q1: 23,905 shares; 2026Q2: 94,980 shares 94,980 $7.65M 0.88% +71,075 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,508 shares; 2024Q4: 109,554 shares; 2025Q1: 109,802 shares; 2025Q2: 113,707 shares; 2025Q3: 115,138 shares; 2025Q4: 117,050 shares; 2026Q1: 119,967 shares; 2026Q2: 127,359 shares 127,359 $7.6M 0.88% +7,392 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,269 shares; 2024Q4: 69,150 shares; 2025Q1: 70,341 shares; 2025Q2: 75,027 shares; 2025Q3: 78,579 shares; 2025Q4: 78,035 shares; 2026Q1: 78,081 shares; 2026Q2: 77,071 shares 77,071 $7.57M 0.87% -1,010 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: 18,601 shares; 2024Q4: 18,426 shares; 2025Q1: 18,728 shares; 2025Q2: 19,138 shares; 2025Q3: 19,615 shares; 2025Q4: 20,499 shares; 2026Q1: 20,135 shares; 2026Q2: 20,060 shares 20,060 $7.48M 0.86% -75 Timeline BWZ 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: 179,728 shares; 2024Q4: 164,588 shares; 2025Q1: 159,085 shares; 2025Q2: 179,140 shares; 2025Q3: 219,051 shares; 2025Q4: 233,213 shares; 2026Q1: 252,567 shares; 2026Q2: 274,306 shares 274,306 $7.34M 0.84% +21,739 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: 25,663 shares; 2024Q4: 25,484 shares; 2025Q1: 24,463 shares; 2025Q2: 22,864 shares; 2025Q3: 22,263 shares; 2025Q4: 22,795 shares; 2026Q1: 23,515 shares; 2026Q2: 23,721 shares 23,721 $7.19M 0.83% +206 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,875 shares; 2025Q2: 14,125 shares; 2025Q3: 32,355 shares; 2025Q4: 46,095 shares; 2026Q1: 63,524 shares; 2026Q2: 74,491 shares 74,491 $6.85M 0.79% +10,967 Timeline PICB 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: 56,159 shares; 2024Q4: 54,859 shares; 2025Q1: 50,619 shares; 2025Q2: 50,443 shares; 2025Q3: 51,401 shares; 2025Q4: 51,891 shares; 2026Q1: 238,901 shares; 2026Q2: 294,945 shares 294,945 $6.83M 0.79% +56,044 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: 12,513 shares; 2024Q4: 11,259 shares; 2025Q1: 9,852 shares; 2025Q2: 10,294 shares; 2025Q3: 9,209 shares; 2025Q4: 9,110 shares; 2026Q1: 9,101 shares; 2026Q2: 8,886 shares 8,886 $6.64M 0.76% -215 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: 28,531 shares; 2024Q4: 27,516 shares; 2025Q1: 28,003 shares; 2025Q2: 27,737 shares; 2025Q3: 27,376 shares; 2025Q4: 25,483 shares; 2026Q1: 29,822 shares; 2026Q2: 30,483 shares 30,483 $6.1M 0.7% +661 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: 107,915 shares; 2024Q4: 114,525 shares; 2025Q1: 112,935 shares; 2025Q2: 131,485 shares; 2025Q3: 151,271 shares; 2025Q4: 186,022 shares; 2026Q1: 208,113 shares; 2026Q2: 217,107 shares 217,107 $5.76M 0.66% +8,994 Timeline CWI 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: 134,696 shares; 2024Q4: 134,696 shares; 2025Q1: 134,696 shares; 2025Q2: 136,585 shares; 2025Q3: 136,585 shares; 2025Q4: 139,004 shares; 2026Q1: 139,004 shares; 2026Q2: 140,659 shares 140,659 $5.72M 0.66% +1,655 Timeline JPST 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: 98,599 shares; 2024Q4: 97,916 shares; 2025Q1: 56,543 shares; 2025Q2: 63,668 shares; 2025Q3: 71,965 shares; 2025Q4: 82,764 shares; 2026Q1: 95,814 shares; 2026Q2: 112,722 shares 112,722 $5.7M 0.66% +16,908 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,144 shares; 2024Q4: 88,215 shares; 2025Q1: 88,407 shares; 2025Q2: 87,145 shares; 2025Q3: 87,199 shares; 2025Q4: 87,270 shares; 2026Q1: 87,359 shares; 2026Q2: 87,369 shares 87,369 $5.28M 0.61% +10 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: 6,909 shares; 2024Q4: 6,786 shares; 2025Q1: 7,746 shares; 2025Q2: 11,173 shares; 2025Q3: 11,174 shares; 2025Q4: 10,688 shares; 2026Q1: 10,786 shares; 2026Q2: 13,842 shares 13,842 $5.12M 0.59% +3,056 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,717 shares; 2024Q4: 71,416 shares; 2025Q1: 67,363 shares; 2025Q2: 67,502 shares; 2025Q3: 66,329 shares; 2025Q4: 68,524 shares; 2026Q1: 69,421 shares; 2026Q2: 69,001 shares 69,001 $4.79M 0.55% -420 Timeline USRT 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: 28,468 shares; 2025Q2: 34,872 shares; 2025Q3: 45,709 shares; 2025Q4: 59,472 shares; 2026Q1: 67,092 shares; 2026Q2: 71,829 shares 71,829 $4.77M 0.55% +4,737 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,422 shares; 2025Q2: 84,401 shares; 2025Q3: 105,645 shares; 2025Q4: 142,317 shares; 2026Q1: 167,778 shares; 2026Q2: 176,312 shares 176,312 $4.77M 0.55% +8,534 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,004 shares; 2024Q4: 15,049 shares; 2025Q1: 15,283 shares; 2025Q2: 15,221 shares; 2025Q3: 15,435 shares; 2025Q4: 15,415 shares; 2026Q1: 15,368 shares; 2026Q2: 15,475 shares 15,475 $4.65M 0.54% +107 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,715 shares; 2024Q4: 26,857 shares; 2025Q1: 26,041 shares; 2025Q2: 24,207 shares; 2025Q3: 24,732 shares; 2025Q4: 25,697 shares; 2026Q1: 26,457 shares; 2026Q2: 28,049 shares 28,049 $4.32M 0.5% +1,592 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: 25,795 shares; 2024Q4: 17,502 shares; 2025Q1: 17,056 shares; 2025Q2: 17,653 shares; 2025Q3: 18,254 shares; 2025Q4: 19,350 shares; 2026Q1: 86,487 shares; 2026Q2: 98,812 shares 98,812 $4.19M 0.48% +12,325 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,754 shares; 2024Q4: 41,071 shares; 2025Q1: 42,644 shares; 2025Q2: 43,623 shares; 2025Q3: 43,882 shares; 2025Q4: 47,802 shares; 2026Q1: 49,039 shares; 2026Q2: 48,437 shares 48,437 $4.1M 0.47% -602 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: 25,173 shares; 2024Q4: 68,653 shares; 2025Q1: 72,153 shares; 2025Q2: 81,494 shares; 2025Q3: 78,827 shares; 2025Q4: 70,447 shares; 2026Q1: 73,598 shares; 2026Q2: 73,570 shares 73,570 $4.06M 0.47% -28 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: 6,000 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 12,390 shares; 2025Q3: 28,443 shares; 2025Q4: 47,039 shares; 2026Q1: 69,419 shares; 2026Q2: 76,814 shares 76,814 $3.79M 0.44% +7,395 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,943 shares; 2024Q4: 75,282 shares; 2025Q1: 64,776 shares; 2025Q2: 68,524 shares; 2025Q3: 68,121 shares; 2025Q4: 68,648 shares; 2026Q1: 70,364 shares; 2026Q2: 75,223 shares 75,223 $3.71M 0.43% +4,859 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: 113,320 shares; 2024Q4: 115,134 shares; 2025Q1: 52,026 shares; 2025Q2: 47,425 shares; 2025Q3: 49,283 shares; 2025Q4: 50,295 shares; 2026Q1: 52,641 shares; 2026Q2: 54,824 shares 54,824 $3.7M 0.43% +2,183 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: 3,302 shares; 2024Q4: 3,329 shares; 2025Q1: 3,217 shares; 2025Q2: 3,292 shares; 2025Q3: 4,197 shares; 2025Q4: 4,033 shares; 2026Q1: 4,075 shares; 2026Q2: 3,783 shares 3,783 $3.54M 0.41% -292 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: 38,352 shares; 2024Q4: 35,810 shares; 2025Q1: 32,053 shares; 2025Q2: 32,074 shares; 2025Q3: 32,085 shares; 2025Q4: 36,289 shares; 2026Q1: 44,528 shares; 2026Q2: 44,597 shares 44,597 $3.52M 0.41% +69 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,990 shares; 2024Q4: 17,382 shares; 2025Q1: 17,956 shares; 2025Q2: 18,229 shares; 2025Q3: 18,580 shares; 2025Q4: 18,511 shares; 2026Q1: 17,221 shares; 2026Q2: 18,082 shares 18,082 $3.27M 0.38% +861 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: 10,735 shares; 2024Q4: 11,433 shares; 2025Q1: 11,947 shares; 2025Q2: 12,823 shares; 2025Q3: 13,786 shares; 2025Q4: 12,377 shares; 2026Q1: 12,951 shares; 2026Q2: 13,611 shares 13,611 $3.24M 0.37% +660 Timeline JMUB 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: 21,893 shares; 2024Q4: 22,206 shares; 2025Q1: 24,480 shares; 2025Q2: 25,508 shares; 2025Q3: 27,689 shares; 2025Q4: 31,759 shares; 2026Q1: 58,759 shares; 2026Q2: 64,028 shares 64,028 $3.24M 0.37% +5,269 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: 160,102 shares; 2024Q4: 164,124 shares; 2025Q1: 64,040 shares; 2025Q2: 52,512 shares; 2025Q3: 52,187 shares; 2025Q4: 53,075 shares; 2026Q1: 54,986 shares; 2026Q2: 55,849 shares 55,849 $3.22M 0.37% +863 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: 24,196 shares; 2025Q1: 18,313 shares; 2025Q2: 18,439 shares; 2025Q3: 18,509 shares; 2025Q4: 18,593 shares; 2026Q1: 18,376 shares; 2026Q2: 18,546 shares 18,546 $3.15M 0.36% +170 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,658 shares; 2024Q4: 43,592 shares; 2025Q1: 42,397 shares; 2025Q2: 39,609 shares; 2025Q3: 37,569 shares; 2025Q4: 35,949 shares; 2026Q1: 36,961 shares; 2026Q2: 40,983 shares 40,983 $3.01M 0.35% +4,022 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: 10,565 shares; 2024Q4: 10,022 shares; 2025Q1: 9,034 shares; 2025Q2: 9,030 shares; 2025Q3: 8,850 shares; 2025Q4: 8,856 shares; 2026Q1: 7,974 shares; 2026Q2: 8,141 shares 8,141 $3M 0.35% +167 Timeline SCHE 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: 59,036 shares; 2024Q4: 59,649 shares; 2025Q1: 60,660 shares; 2025Q2: 67,935 shares; 2025Q3: 71,039 shares; 2025Q4: 71,435 shares; 2026Q1: 75,699 shares; 2026Q2: 81,325 shares 81,325 $2.95M 0.34% +5,626 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,481 shares; 2024Q4: 39,221 shares; 2025Q1: 39,622 shares; 2025Q2: 36,778 shares; 2025Q3: 36,382 shares; 2025Q4: 35,677 shares; 2026Q1: 32,005 shares; 2026Q2: 31,232 shares 31,232 $2.92M 0.34% -773 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: 11,441 shares; 2024Q4: 11,306 shares; 2025Q1: 11,435 shares; 2025Q2: 10,892 shares; 2025Q3: 11,967 shares; 2025Q4: 13,142 shares; 2026Q1: 12,798 shares; 2026Q2: 12,230 shares 12,230 $2.89M 0.33% -568 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: 42,941 shares; 2024Q4: 42,207 shares; 2025Q1: 42,886 shares; 2025Q2: 38,931 shares; 2025Q3: 38,785 shares; 2025Q4: 38,213 shares; 2026Q1: 37,154 shares; 2026Q2: 37,179 shares 37,179 $2.81M 0.32% +25 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: 341,396 shares; 2024Q4: 333,409 shares; 2025Q1: 72,084 shares; 2025Q2: 62,198 shares; 2025Q3: 59,645 shares; 2025Q4: 61,536 shares; 2026Q1: 58,713 shares; 2026Q2: 52,790 shares 52,790 $2.73M 0.31% -5,923 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,773 shares; 2024Q4: 21,623 shares; 2025Q1: 21,201 shares; 2025Q2: 17,090 shares; 2025Q3: 17,223 shares; 2025Q4: 17,461 shares; 2026Q1: 15,936 shares; 2026Q2: 15,363 shares 15,363 $2.72M 0.31% -573 Timeline VNQI 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: 53,777 shares; 2024Q4: 53,413 shares; 2025Q1: 53,126 shares; 2025Q2: 52,675 shares; 2025Q3: 52,842 shares; 2025Q4: 53,401 shares; 2026Q1: 53,793 shares; 2026Q2: 60,243 shares 60,243 $2.7M 0.31% +6,450 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: 115,433 shares; 2024Q4: 121,565 shares; 2025Q1: 99,920 shares; 2025Q2: 76,572 shares; 2025Q3: 68,661 shares; 2025Q4: 62,355 shares; 2026Q1: 55,779 shares; 2026Q2: 46,239 shares 46,239 $2.61M 0.3% -9,540 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,505 shares; 2024Q4: 10,276 shares; 2025Q1: 11,970 shares; 2025Q2: 13,399 shares; 2025Q3: 14,827 shares; 2025Q4: 44,120 shares; 2026Q1: 41,520 shares; 2026Q2: 28,341 shares 28,341 $2.6M 0.3% -13,179 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,531 shares; 2024Q4: 13,571 shares; 2025Q1: 13,774 shares; 2025Q2: 12,401 shares; 2025Q3: 16,623 shares; 2025Q4: 17,357 shares; 2026Q1: 16,397 shares; 2026Q2: 18,812 shares 18,812 $2.57M 0.3% +2,415 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: 14,728 shares; 2024Q4: 15,148 shares; 2025Q1: 14,089 shares; 2025Q2: 14,326 shares; 2025Q3: 30,822 shares; 2025Q4: 20,983 shares; 2026Q1: 18,083 shares; 2026Q2: 15,575 shares 15,575 $2.56M 0.29% -2,508 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,079 shares; 2025Q2: 38,911 shares; 2025Q3: 42,716 shares; 2025Q4: 42,044 shares; 2026Q1: 41,403 shares; 2026Q2: 35,353 shares 35,353 $2.43M 0.28% -6,050 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,326 shares; 2024Q4: 3,571 shares; 2025Q1: 3,906 shares; 2025Q2: 3,944 shares; 2025Q3: 5,101 shares; 2025Q4: 5,452 shares; 2026Q1: 5,574 shares; 2026Q2: 6,157 shares 6,157 $2.33M 0.27% +583 Timeline JMST 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: 15,404 shares; 2024Q4: 14,360 shares; 2025Q1: 15,890 shares; 2025Q2: 16,634 shares; 2025Q3: 32,261 shares; 2025Q4: 74,832 shares; 2026Q1: 48,927 shares; 2026Q2: 45,375 shares 45,375 $2.31M 0.27% -3,552 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,781 shares; 2024Q4: 24,762 shares; 2025Q1: 24,382 shares; 2025Q2: 21,649 shares; 2025Q3: 21,481 shares; 2025Q4: 21,406 shares; 2026Q1: 21,568 shares; 2026Q2: 21,582 shares 21,582 $2.3M 0.26% +14 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,910 shares; 2024Q4: 4,145 shares; 2025Q1: 4,127 shares; 2025Q2: 4,013 shares; 2025Q3: 3,752 shares; 2025Q4: 7,042 shares; 2026Q1: 10,076 shares; 2026Q2: 11,859 shares 11,859 $2.27M 0.26% +1,783 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 33,315 shares; 2025Q4: 57,690 shares; 2026Q1: 78,547 shares; 2026Q2: 79,232 shares 79,232 $2.24M 0.26% +685 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: 13,171 shares; 2024Q4: 7,705 shares; 2025Q1: 5,148 shares; 2025Q2: 4,615 shares; 2025Q3: 4,345 shares; 2025Q4: 5,499 shares; 2026Q1: 5,602 shares; 2026Q2: 6,254 shares 6,254 $2.21M 0.25% +652 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,178 shares; 2024Q4: 12,428 shares; 2025Q1: 12,253 shares; 2025Q2: 9,553 shares; 2025Q3: 9,290 shares; 2025Q4: 9,172 shares; 2026Q1: 8,730 shares; 2026Q2: 8,737 shares 8,737 $2.12M 0.24% +7 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: 12,092 shares; 2024Q4: 12,141 shares; 2025Q1: 12,183 shares; 2025Q2: 11,890 shares; 2025Q3: 14,351 shares; 2025Q4: 13,419 shares; 2026Q1: 13,222 shares; 2026Q2: 13,371 shares 13,371 $2.11M 0.24% +149 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,916 shares; 2024Q4: 17,919 shares; 2025Q1: 19,474 shares; 2025Q2: 19,217 shares; 2025Q3: 15,822 shares; 2025Q4: 16,901 shares; 2026Q1: 17,023 shares; 2026Q2: 15,798 shares 15,798 $2.1M 0.24% -1,225 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: 4,543 shares; 2024Q4: 3,862 shares; 2025Q1: 3,798 shares; 2025Q2: 3,955 shares; 2025Q3: 4,112 shares; 2025Q4: 4,372 shares; 2026Q1: 4,304 shares; 2026Q2: 22,526 shares 22,526 $1.94M 0.22% +18,222 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,365 shares; 2024Q4: 41,036 shares; 2025Q1: 47,033 shares; 2025Q2: 29,910 shares; 2025Q3: 33,110 shares; 2025Q4: 35,325 shares; 2026Q1: 43,585 shares; 2026Q2: 44,195 shares 44,195 $1.91M 0.22% +610 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,420 shares; 2024Q4: 23,466 shares; 2025Q1: 23,770 shares; 2025Q2: 25,000 shares; 2025Q3: 26,685 shares; 2025Q4: 27,060 shares; 2026Q1: 25,135 shares; 2026Q2: 25,078 shares 25,078 $1.88M 0.22% -57 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,918 shares; 2024Q4: 52,853 shares; 2025Q1: 52,780 shares; 2025Q2: 60,053 shares; 2025Q3: 60,765 shares; 2025Q4: 60,801 shares; 2026Q1: 60,368 shares; 2026Q2: 60,213 shares 60,213 $1.86M 0.21% -155 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: 935 shares; 2024Q4: 798 shares; 2025Q1: 875 shares; 2025Q2: 894 shares; 2025Q3: 1,340 shares; 2025Q4: 1,451 shares; 2026Q1: 1,465 shares; 2026Q2: 1,536 shares 1,536 $1.84M 0.21% +71 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,519 shares; 2024Q4: 126,997 shares; 2025Q1: 119,466 shares; 2025Q2: 82,257 shares; 2025Q3: 74,194 shares; 2025Q4: 75,117 shares; 2026Q1: 76,892 shares; 2026Q2: 74,570 shares 74,570 $1.8M 0.21% -2,322 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: 5,634 shares; 2024Q4: 6,007 shares; 2025Q1: 6,259 shares; 2025Q2: 6,571 shares; 2025Q3: 7,046 shares; 2025Q4: 7,110 shares; 2026Q1: 7,761 shares; 2026Q2: 8,238 shares 8,238 $1.8M 0.21% +477 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,953 shares; 2024Q4: 16,300 shares; 2025Q1: 20,240 shares; 2025Q2: 30,070 shares; 2025Q3: 25,253 shares; 2025Q4: 38,298 shares; 2026Q1: 30,289 shares; 2026Q2: 30,226 shares 30,226 $1.78M 0.21% -63 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,455 shares; 2024Q4: 38,776 shares; 2025Q1: 39,677 shares; 2025Q2: 43,439 shares; 2025Q3: 44,748 shares; 2025Q4: 46,187 shares; 2026Q1: 47,453 shares; 2026Q2: 60,441 shares 60,441 $1.77M 0.2% +12,988 Timeline GEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,171 shares 34,171 $1.75M 0.2% new 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: 2,527 shares; 2024Q4: 2,986 shares; 2025Q1: 3,400 shares; 2025Q2: 3,483 shares; 2025Q3: 3,422 shares; 2025Q4: 3,465 shares; 2026Q1: 3,494 shares; 2026Q2: 13,976 shares 13,976 $1.74M 0.2% +10,482 Timeline SCHC 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: 32,273 shares; 2024Q4: 33,882 shares; 2025Q1: 34,115 shares; 2025Q2: 38,534 shares; 2025Q3: 38,650 shares; 2025Q4: 35,007 shares; 2026Q1: 34,462 shares; 2026Q2: 34,553 shares 34,553 $1.66M 0.19% +91 Timeline EMNT 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: 9,836 shares; 2024Q4: 9,436 shares; 2025Q1: 10,802 shares; 2025Q2: 13,810 shares; 2025Q3: 15,433 shares; 2025Q4: 15,776 shares; 2026Q1: 16,705 shares; 2026Q2: 16,794 shares 16,794 $1.66M 0.19% +89 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: 2,600 shares; 2024Q4: 2,658 shares; 2025Q1: 2,540 shares; 2025Q2: 2,583 shares; 2025Q3: 2,284 shares; 2025Q4: 2,323 shares; 2026Q1: 2,353 shares; 2026Q2: 2,236 shares 2,236 $1.65M 0.19% -117 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: 2,632 shares; 2024Q4: 3,024 shares; 2025Q1: 2,833 shares; 2025Q2: 3,255 shares; 2025Q3: 4,014 shares; 2025Q4: 3,748 shares; 2026Q1: 4,140 shares; 2026Q2: 3,861 shares 3,861 $1.62M 0.19% -279 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,619 shares; 2025Q1: 1,705 shares; 2025Q2: 2,222 shares; 2025Q3: 2,379 shares; 2025Q4: 2,711 shares; 2026Q1: 3,044 shares; 2026Q2: 3,366 shares 3,366 $1.61M 0.19% +322 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,215 shares; 2026Q1: 45,004 shares; 2026Q2: 28,430 shares 28,430 $1.59M 0.18% -16,574 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 29,210 shares; 2025Q4: 34,965 shares; 2026Q1: 36,440 shares; 2026Q2: 36,725 shares 36,725 $1.53M 0.18% +285 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 2,255 shares; 2025Q1: 2,292 shares; 2025Q2: 2,325 shares; 2025Q3: 2,841 shares; 2025Q4: 2,924 shares; 2026Q1: 2,947 shares; 2026Q2: 3,040 shares 3,040 $1.52M 0.18% +93 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,738 shares; 2024Q4: 216,209 shares; 2025Q1: 71,532 shares; 2025Q2: 53,124 shares; 2025Q3: 50,691 shares; 2025Q4: 59,252 shares; 2026Q1: 55,502 shares; 2026Q2: 50,765 shares 50,765 $1.51M 0.17% -4,737 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: 40,115 shares; 2024Q4: 45,397 shares; 2025Q1: 45,072 shares; 2025Q2: 40,260 shares; 2025Q3: 40,410 shares; 2025Q4: 40,410 shares; 2026Q1: 37,885 shares; 2026Q2: 36,685 shares 36,685 $1.51M 0.17% -1,200 Timeline TOUS 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: 20,660 shares; 2025Q4: 25,345 shares; 2026Q1: 38,207 shares; 2026Q2: 39,232 shares 39,232 $1.51M 0.17% +1,025 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: 3,637 shares; 2024Q4: 3,261 shares; 2025Q1: 3,450 shares; 2025Q2: 4,270 shares; 2025Q3: 4,774 shares; 2025Q4: 5,024 shares; 2026Q1: 4,366 shares; 2026Q2: 4,587 shares 4,587 $1.5M 0.17% +221 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: 2,490 shares; 2024Q4: 2,519 shares; 2025Q1: 2,525 shares; 2025Q2: 2,629 shares; 2025Q3: 3,054 shares; 2025Q4: 2,555 shares; 2026Q1: 2,635 shares; 2026Q2: 2,614 shares 2,614 $1.47M 0.17% -21 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: 21,908 shares; 2024Q4: 19,758 shares; 2025Q1: 18,791 shares; 2025Q2: 20,299 shares; 2025Q3: 23,487 shares; 2025Q4: 25,533 shares; 2026Q1: 26,150 shares; 2026Q2: 27,961 shares 27,961 $1.46M 0.17% +1,811 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,074 shares; 2024Q4: 35,907 shares; 2025Q1: 36,654 shares; 2025Q2: 32,755 shares; 2025Q3: 24,084 shares; 2025Q4: 25,479 shares; 2026Q1: 25,111 shares; 2026Q2: 24,689 shares 24,689 $1.43M 0.16% -422 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,626 shares; 2024Q4: 14,726 shares; 2025Q1: 14,721 shares; 2025Q2: 15,309 shares; 2025Q3: 15,603 shares; 2025Q4: 15,786 shares; 2026Q1: 17,231 shares; 2026Q2: 17,154 shares 17,154 $1.41M 0.16% -77 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: 7,311 shares; 2024Q4: 8,910 shares; 2025Q1: 9,544 shares; 2025Q2: 9,973 shares; 2025Q3: 21,428 shares; 2025Q4: 16,292 shares; 2026Q1: 15,776 shares; 2026Q2: 16,715 shares 16,715 $1.38M 0.16% +939 Timeline VNQ 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: 16,451 shares; 2024Q4: 16,025 shares; 2025Q1: 15,369 shares; 2025Q2: 14,461 shares; 2025Q3: 12,906 shares; 2025Q4: 13,507 shares; 2026Q1: 14,337 shares; 2026Q2: 14,105 shares 14,105 $1.36M 0.16% -232 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,622 shares; 2024Q4: 41,608 shares; 2025Q1: 41,615 shares; 2025Q2: 43,664 shares; 2025Q3: 44,296 shares; 2025Q4: 43,123 shares; 2026Q1: 43,352 shares; 2026Q2: 35,187 shares 35,187 $1.36M 0.16% -8,165 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,356 shares; 2025Q2: 5,903 shares; 2025Q3: 7,377 shares; 2025Q4: 8,837 shares; 2026Q1: 23,367 shares; 2026Q2: 26,718 shares 26,718 $1.35M 0.16% +3,351 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: 15,329 shares; 2024Q4: 13,134 shares; 2025Q1: 13,119 shares; 2025Q2: 10,569 shares; 2025Q3: 9,899 shares; 2025Q4: 9,789 shares; 2026Q1: 9,789 shares; 2026Q2: 48,590 shares 48,590 $1.33M 0.15% +38,801 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,139 shares; 2025Q3: 20,660 shares; 2025Q4: 25,465 shares; 2026Q1: 27,505 shares; 2026Q2: 24,766 shares 24,766 $1.3M 0.15% -2,739 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 767 shares; 2026Q1: 923 shares; 2026Q2: 1,055 shares 1,055 $1.22M 0.14% +132 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: 4,668 shares; 2024Q4: 4,665 shares; 2025Q1: 4,815 shares; 2025Q2: 5,836 shares; 2025Q3: 7,323 shares; 2025Q4: 8,928 shares; 2026Q1: 11,453 shares; 2026Q2: 14,432 shares 14,432 $1.21M 0.14% +2,979 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 9,335 shares; 2025Q4: 12,033 shares; 2026Q1: 14,306 shares; 2026Q2: 17,728 shares 17,728 $1.19M 0.14% +3,422 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,173 shares; 2024Q4: 19,787 shares; 2025Q1: 20,308 shares; 2025Q2: 20,599 shares; 2025Q3: 18,619 shares; 2025Q4: 20,058 shares; 2026Q1: 20,299 shares; 2026Q2: 18,797 shares 18,797 $1.15M 0.13% -1,502 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: 48,999 shares; 2024Q4: 35,645 shares; 2025Q1: 30,152 shares; 2025Q2: 36,617 shares; 2025Q3: 40,099 shares; 2025Q4: 40,450 shares; 2026Q1: 42,558 shares; 2026Q2: 44,390 shares 44,390 $1.13M 0.13% +1,832 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,494 shares; 2024Q4: 11,419 shares; 2025Q1: 11,803 shares; 2025Q2: 12,022 shares; 2025Q3: 12,616 shares; 2025Q4: 14,156 shares; 2026Q1: 14,116 shares; 2026Q2: 13,664 shares 13,664 $1.1M 0.13% -452 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: 13,456 shares; 2024Q4: 39,667 shares; 2025Q1: 40,446 shares; 2025Q2: 35,841 shares; 2025Q3: 39,432 shares; 2025Q4: 38,873 shares; 2026Q1: 34,860 shares; 2026Q2: 34,495 shares 34,495 $1.09M 0.13% -365 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,495 shares; 2025Q3: 4,554 shares; 2025Q4: 4,769 shares; 2026Q1: 4,579 shares; 2026Q2: 4,477 shares 4,477 $1.09M 0.13% -102 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,843 shares; 2024Q4: 2,540 shares; 2025Q1: 3,177 shares; 2025Q2: 3,291 shares; 2025Q3: 3,819 shares; 2025Q4: 4,300 shares; 2026Q1: 4,239 shares; 2026Q2: 4,063 shares 4,063 $1.03M 0.12% -176 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,476 shares; 2024Q4: 2,993 shares; 2025Q1: 2,983 shares; 2025Q2: 2,982 shares; 2025Q3: 3,050 shares; 2025Q4: 3,048 shares; 2026Q1: 2,970 shares; 2026Q2: 2,968 shares 2,968 $1.02M 0.12% -2 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,274 shares; 2024Q4: 6,370 shares; 2025Q1: 6,306 shares; 2025Q2: 6,044 shares; 2025Q3: 6,057 shares; 2025Q4: 6,083 shares; 2026Q1: 6,086 shares; 2026Q2: 6,090 shares 6,090 $997K 0.11% +4 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,236 shares; 2025Q4: 2,322 shares; 2026Q1: 2,268 shares; 2026Q2: 2,291 shares 2,291 $993K 0.11% +23 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: 1,931 shares; 2024Q4: 1,847 shares; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 1,391 shares; 2025Q4: 1,207 shares; 2026Q1: 1,576 shares; 2026Q2: 1,662 shares 1,662 $965K 0.11% +86 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: 8,063 shares; 2024Q4: 7,995 shares; 2025Q1: 8,395 shares; 2025Q2: 8,172 shares; 2025Q3: 8,277 shares; 2025Q4: 8,285 shares; 2026Q1: 9,210 shares; 2026Q2: 9,202 shares 9,202 $946K 0.11% -8 Timeline URA 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: 19,928 shares; 2024Q4: 20,063 shares; 2025Q1: 20,723 shares; 2025Q2: 20,597 shares; 2025Q3: 20,636 shares; 2025Q4: 20,355 shares; 2026Q1: 21,010 shares; 2026Q2: 21,410 shares 21,410 $936K 0.11% +400 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,490 shares; 2024Q4: 49,620 shares; 2025Q1: 45,487 shares; 2025Q2: 45,337 shares; 2025Q3: 42,790 shares; 2025Q4: 46,975 shares; 2026Q1: 46,635 shares; 2026Q2: 45,148 shares 45,148 $925K 0.11% -1,487 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: 976 shares; 2024Q4: 802 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 831 shares; 2025Q4: 869 shares; 2026Q1: 855 shares; 2026Q2: 859 shares 859 $915K 0.11% +4 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: 23,498 shares; 2024Q4: 16,449 shares; 2025Q1: 14,701 shares; 2025Q2: 11,968 shares; 2025Q3: 11,950 shares; 2025Q4: 11,683 shares; 2026Q1: 12,157 shares; 2026Q2: 12,002 shares 12,002 $910K 0.1% -155 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,405 shares; 2024Q4: 6,696 shares; 2025Q1: 6,596 shares; 2025Q2: 6,596 shares; 2025Q3: 6,577 shares; 2025Q4: 6,807 shares; 2026Q1: 6,807 shares; 2026Q2: 6,807 shares 6,807 $888K 0.1% 0 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: 9,327 shares; 2024Q4: 7,700 shares; 2025Q1: 7,927 shares; 2025Q2: 7,927 shares; 2025Q3: 7,769 shares; 2025Q4: 7,689 shares; 2026Q1: 7,681 shares; 2026Q2: 7,533 shares 7,533 $882K 0.1% -148 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: 37,923 shares; 2024Q4: 20,682 shares; 2025Q1: 21,159 shares; 2025Q2: 21,192 shares; 2025Q3: 21,731 shares; 2025Q4: 25,825 shares; 2026Q1: 25,848 shares; 2026Q2: 33,204 shares 33,204 $871K 0.1% +7,356 Timeline VCEB 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: 6,549 shares; 2024Q4: 9,483 shares; 2025Q1: 9,415 shares; 2025Q2: 10,061 shares; 2025Q3: 13,041 shares; 2025Q4: 13,337 shares; 2026Q1: 13,754 shares; 2026Q2: 13,836 shares 13,836 $868K 0.1% +82 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,616 shares; 2024Q4: 22,208 shares; 2025Q1: 23,443 shares; 2025Q2: 20,600 shares; 2025Q3: 16,847 shares; 2025Q4: 17,096 shares; 2026Q1: 17,942 shares; 2026Q2: 18,276 shares 18,276 $868K 0.1% +334 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: 1,375 shares; 2024Q4: 1,419 shares; 2025Q1: 1,568 shares; 2025Q2: 1,784 shares; 2025Q3: 2,085 shares; 2025Q4: 2,346 shares; 2026Q1: 2,074 shares; 2026Q2: 2,519 shares 2,519 $864K 0.1% +445 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,915 shares; 2024Q4: 26,548 shares; 2025Q1: 19,660 shares; 2025Q2: 18,444 shares; 2025Q3: 16,704 shares; 2025Q4: 17,479 shares; 2026Q1: 18,206 shares; 2026Q2: 19,413 shares 19,413 $847K 0.1% +1,207 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,616 shares; 2024Q4: 35,584 shares; 2025Q1: 36,688 shares; 2025Q2: 30,713 shares; 2025Q3: 30,513 shares; 2025Q4: 31,783 shares; 2026Q1: 37,384 shares; 2026Q2: 37,432 shares 37,432 $840K 0.1% +48 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,068 shares; 2026Q2: 5,963 shares 5,963 $833K 0.1% +895 Timeline GWX 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: 102,476 shares; 2024Q4: 106,799 shares; 2025Q1: 28,826 shares; 2025Q2: 22,785 shares; 2025Q3: 21,728 shares; 2025Q4: 21,663 shares; 2026Q1: 20,856 shares; 2026Q2: 18,922 shares 18,922 $828K 0.1% -1,934 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,356 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,397 shares; 2025Q3: 5,398 shares; 2025Q4: 5,399 shares; 2026Q1: 5,295 shares; 2026Q2: 5,296 shares 5,296 $817K 0.09% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,067 shares; 2024Q4: 5,845 shares; 2025Q1: 6,413 shares; 2025Q2: 6,892 shares; 2025Q3: 7,096 shares; 2025Q4: 7,240 shares; 2026Q1: 6,577 shares; 2026Q2: 6,907 shares 6,907 $811K 0.09% +330 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: 258 shares; 2025Q3: 209 shares; 2025Q4: 226 shares; 2026Q1: 251 shares; 2026Q2: 2,618 shares 2,618 $790K 0.09% +2,367 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,860 shares; 2024Q4: 132,593 shares; 2025Q1: 75,516 shares; 2025Q2: 56,611 shares; 2025Q3: 57,105 shares; 2025Q4: 49,595 shares; 2026Q1: 49,520 shares; 2026Q2: 49,599 shares 49,599 $787K 0.09% +79 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: 2,040 shares; 2026Q2: 2,621 shares 2,621 $781K 0.09% +581 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: not reported; 2025Q2: not reported; 2025Q3: 11,437 shares; 2025Q4: 11,937 shares; 2026Q1: 20,517 shares; 2026Q2: 20,435 shares 20,435 $776K 0.09% -82 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,690 shares; 2025Q1: 3,861 shares; 2025Q2: 4,911 shares; 2025Q3: 14,470 shares; 2025Q4: 10,812 shares; 2026Q1: 9,992 shares; 2026Q2: 7,955 shares 7,955 $768K 0.09% -2,037 Timeline SPYD 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: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,082 shares; 2025Q3: 16,082 shares; 2025Q4: 16,082 shares; 2026Q1: 16,069 shares; 2026Q2: 16,069 shares 16,069 $767K 0.09% 0 Timeline SCHH 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: 42,376 shares; 2024Q4: 38,512 shares; 2025Q1: 38,844 shares; 2025Q2: 32,829 shares; 2025Q3: 32,129 shares; 2025Q4: 32,087 shares; 2026Q1: 31,957 shares; 2026Q2: 32,366 shares 32,366 $766K 0.09% +409 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,865 shares; 2025Q2: 6,865 shares; 2025Q3: 6,865 shares; 2025Q4: 6,865 shares; 2026Q1: 7,340 shares; 2026Q2: 14,413 shares 14,413 $765K 0.09% +7,073 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,056 shares; 2024Q4: 15,056 shares; 2025Q1: 14,088 shares; 2025Q2: 12,996 shares; 2025Q3: 12,993 shares; 2025Q4: 12,990 shares; 2026Q1: 13,705 shares; 2026Q2: 13,627 shares 13,627 $762K 0.09% -78 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: 4,969 shares; 2024Q4: 5,087 shares; 2025Q1: 5,604 shares; 2025Q2: 5,633 shares; 2025Q3: 5,907 shares; 2025Q4: 6,172 shares; 2026Q1: 6,566 shares; 2026Q2: 6,483 shares 6,483 $734K 0.08% -83 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,617 shares; 2024Q4: 14,172 shares; 2025Q1: 17,472 shares; 2025Q2: 17,472 shares; 2025Q3: 15,622 shares; 2025Q4: 15,875 shares; 2026Q1: 15,607 shares; 2026Q2: 13,887 shares 13,887 $733K 0.08% -1,720 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,803 shares; 2024Q4: 5,063 shares; 2025Q1: 4,913 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 5,213 shares; 2026Q1: 5,213 shares; 2026Q2: 5,313 shares 5,313 $731K 0.08% +100 Timeline SCHB 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: 6,898 shares; 2024Q4: 20,694 shares; 2025Q1: 22,269 shares; 2025Q2: 23,837 shares; 2025Q3: 23,837 shares; 2025Q4: 23,338 shares; 2026Q1: 25,092 shares; 2026Q2: 25,140 shares 25,140 $728K 0.08% +48 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 2,052 shares; 2025Q1: 2,212 shares; 2025Q2: 2,533 shares; 2025Q3: 3,090 shares; 2025Q4: 3,219 shares; 2026Q1: 2,594 shares; 2026Q2: 2,816 shares 2,816 $709K 0.08% +222 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: 16,387 shares; 2024Q4: 14,086 shares; 2025Q1: 14,492 shares; 2025Q2: 14,539 shares; 2025Q3: 14,393 shares; 2025Q4: 14,253 shares; 2026Q1: 14,119 shares; 2026Q2: 13,971 shares 13,971 $698K 0.08% -148 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: 3,396 shares; 2024Q4: 3,452 shares; 2025Q1: 3,483 shares; 2025Q2: 3,586 shares; 2025Q3: 3,941 shares; 2025Q4: 4,005 shares; 2026Q1: 4,131 shares; 2026Q2: 5,409 shares 5,409 $683K 0.08% +1,278 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares; 2026Q2: 935 shares 935 $676K 0.08% +36 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,444 shares; 2024Q4: 2,319 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,579 shares; 2025Q4: 2,615 shares; 2026Q1: 2,297 shares; 2026Q2: 2,367 shares 2,367 $666K 0.08% +70 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 12,243 shares; 2025Q4: 13,226 shares; 2026Q1: 13,289 shares; 2026Q2: 13,875 shares 13,875 $664K 0.08% +586 Timeline FNDE 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: 6,528 shares; 2025Q2: 8,918 shares; 2025Q3: 15,020 shares; 2025Q4: 18,194 shares; 2026Q1: 17,423 shares; 2026Q2: 16,723 shares 16,723 $664K 0.08% -700 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: 1,597 shares; 2024Q4: 1,502 shares; 2025Q1: 1,598 shares; 2025Q2: 1,640 shares; 2025Q3: 2,012 shares; 2025Q4: 2,132 shares; 2026Q1: 1,626 shares; 2026Q2: 1,814 shares 1,814 $640K 0.07% +188 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,257 shares; 2025Q4: 1,215 shares; 2026Q1: 1,211 shares; 2026Q2: 1,211 shares 1,211 $633K 0.07% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,329 shares; 2025Q2: 5,829 shares; 2025Q3: 4,584 shares; 2025Q4: 28,288 shares; 2026Q1: 10,441 shares; 2026Q2: 6,236 shares 6,236 $628K 0.07% -4,205 Timeline CMDT 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: not reported; 2025Q2: not reported; 2025Q3: 7,850 shares; 2025Q4: 12,200 shares; 2026Q1: 18,499 shares; 2026Q2: 20,424 shares 20,424 $626K 0.07% +1,925 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,782 shares; 2025Q1: 9,182 shares; 2025Q2: 8,147 shares; 2025Q3: 9,254 shares; 2025Q4: 8,177 shares; 2026Q1: 7,040 shares; 2026Q2: 7,116 shares 7,116 $608K 0.07% +76 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS 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: 5,845 shares; 2026Q2: 11,290 shares 11,290 $604K 0.07% +5,445 Timeline AVSE 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: 6,840 shares; 2025Q4: 7,397 shares; 2026Q1: 7,055 shares; 2026Q2: 7,352 shares 7,352 $602K 0.07% +297 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: 28,890 shares; 2024Q4: 29,580 shares; 2025Q1: 26,980 shares; 2025Q2: 18,880 shares; 2025Q3: 17,060 shares; 2025Q4: 17,060 shares; 2026Q1: 16,560 shares; 2026Q2: 14,160 shares 14,160 $599K 0.07% -2,400 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: 4,043 shares; 2025Q2: 3,944 shares; 2025Q3: 4,721 shares; 2025Q4: 4,202 shares; 2026Q1: 4,410 shares; 2026Q2: 5,128 shares 5,128 $598K 0.07% +718 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: 3,935 shares; 2024Q4: 3,842 shares; 2025Q1: 4,018 shares; 2025Q2: 4,426 shares; 2025Q3: 4,305 shares; 2025Q4: 4,115 shares; 2026Q1: 3,969 shares; 2026Q2: 3,973 shares 3,973 $583K 0.07% +4 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: 4,629 shares; 2024Q4: 4,775 shares; 2025Q1: 5,140 shares; 2025Q2: 5,588 shares; 2025Q3: 5,479 shares; 2025Q4: 6,301 shares; 2026Q1: 6,173 shares; 2026Q2: 7,164 shares 7,164 $582K 0.07% +991 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 2,963 shares; 2025Q1: 2,962 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares 2,962 $574K 0.07% 0 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,006 shares; 2025Q3: 7,985 shares; 2025Q4: 7,985 shares; 2026Q1: 7,977 shares; 2026Q2: 7,954 shares 7,954 $568K 0.07% -23 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: 484 shares; 2024Q4: 491 shares; 2025Q1: 525 shares; 2025Q2: 557 shares; 2025Q3: 563 shares; 2025Q4: 574 shares; 2026Q1: 523 shares; 2026Q2: 561 shares 561 $567K 0.07% +38 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 231 shares; 2026Q2: 283 shares 283 $563K 0.06% +52 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: 4,693 shares; 2024Q4: 3,083 shares; 2025Q1: 3,080 shares; 2025Q2: 3,253 shares; 2025Q3: 4,269 shares; 2025Q4: 4,476 shares; 2026Q1: 4,152 shares; 2026Q2: 4,354 shares 4,354 $559K 0.06% +202 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 463 shares; 2025Q4: 568 shares; 2026Q1: 596 shares; 2026Q2: 4,659 shares 4,659 $557K 0.06% +4,063 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: 6,921 shares; 2024Q4: 5,928 shares; 2025Q1: 5,890 shares; 2025Q2: 5,899 shares; 2025Q3: 5,899 shares; 2025Q4: 6,140 shares; 2026Q1: 6,140 shares; 2026Q2: 6,638 shares 6,638 $549K 0.06% +498 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,248 shares; 2024Q4: 14,248 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 12,014 shares; 2025Q4: 12,014 shares; 2026Q1: 10,722 shares; 2026Q2: 10,722 shares 10,722 $541K 0.06% 0 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,616 shares; 2024Q4: 5,624 shares; 2025Q1: 6,135 shares; 2025Q2: 6,053 shares; 2025Q3: 6,082 shares; 2025Q4: 6,100 shares; 2026Q1: 6,177 shares; 2026Q2: 6,182 shares 6,182 $538K 0.06% +5 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,249 shares; 2024Q4: 22,318 shares; 2025Q1: 22,512 shares; 2025Q2: 10,851 shares; 2025Q3: 11,000 shares; 2025Q4: 12,234 shares; 2026Q1: 12,250 shares; 2026Q2: 14,806 shares 14,806 $535K 0.06% +2,556 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: 767 shares; 2024Q4: 824 shares; 2025Q1: 912 shares; 2025Q2: 959 shares; 2025Q3: 1,001 shares; 2025Q4: 1,042 shares; 2026Q1: 1,015 shares; 2026Q2: 1,016 shares 1,016 $522K 0.06% +1 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: 4,515 shares; 2024Q4: 4,780 shares; 2025Q1: 4,566 shares; 2025Q2: 4,403 shares; 2025Q3: 4,265 shares; 2025Q4: 4,286 shares; 2026Q1: 3,688 shares; 2026Q2: 3,657 shares 3,657 $521K 0.06% -31 Timeline NUDM 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: 16,586 shares; 2024Q4: 14,071 shares; 2025Q1: 13,883 shares; 2025Q2: 13,737 shares; 2025Q3: 13,556 shares; 2025Q4: 13,077 shares; 2026Q1: 13,068 shares; 2026Q2: 12,997 shares 12,997 $520K 0.06% -71 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: 1,330 shares; 2024Q4: 1,322 shares; 2025Q1: 1,358 shares; 2025Q2: 1,349 shares; 2025Q3: 1,378 shares; 2025Q4: 1,507 shares; 2026Q1: 1,334 shares; 2026Q2: 1,519 shares 1,519 $514K 0.06% +185 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: 7,430 shares; 2024Q4: 6,805 shares; 2025Q1: 7,341 shares; 2025Q2: 8,320 shares; 2025Q3: 8,367 shares; 2025Q4: 8,639 shares; 2026Q1: 8,735 shares; 2026Q2: 9,010 shares 9,010 $513K 0.06% +275 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,608 shares; 2024Q4: 5,284 shares; 2025Q1: 5,284 shares; 2025Q2: 5,273 shares; 2025Q3: 5,262 shares; 2025Q4: 4,228 shares; 2026Q1: 3,522 shares; 2026Q2: 3,492 shares 3,492 $488K 0.06% -30 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,578 shares; 2024Q4: 10,041 shares; 2025Q1: 9,048 shares; 2025Q2: 8,798 shares; 2025Q3: 8,874 shares; 2025Q4: 8,874 shares; 2026Q1: 8,802 shares; 2026Q2: 10,502 shares 10,502 $485K 0.06% +1,700 Timeline NUBD 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: 32,196 shares; 2024Q4: 14,578 shares; 2025Q1: 21,072 shares; 2025Q2: 21,072 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 21,026 shares; 2026Q2: 21,530 shares 21,530 $477K 0.05% +504 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: 3,988 shares; 2024Q4: 4,583 shares; 2025Q1: 6,798 shares; 2025Q2: 9,033 shares; 2025Q3: 9,608 shares; 2025Q4: 9,408 shares; 2026Q1: 9,408 shares; 2026Q2: 9,410 shares 9,410 $476K 0.05% +2 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,521 shares; 2024Q4: 15,362 shares; 2025Q1: 13,475 shares; 2025Q2: 12,571 shares; 2025Q3: 12,605 shares; 2025Q4: 12,512 shares; 2026Q1: 11,578 shares; 2026Q2: 11,591 shares 11,591 $471K 0.05% +13 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,652 shares; 2025Q1: 4,678 shares; 2025Q2: 4,246 shares; 2025Q3: 3,355 shares; 2025Q4: 4,068 shares; 2026Q1: 4,155 shares; 2026Q2: 4,277 shares 4,277 $468K 0.05% +122 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,602 shares; 2025Q4: 5,427 shares; 2026Q1: 5,427 shares; 2026Q2: 8,822 shares 8,822 $464K 0.05% +3,395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,258 shares; 2026Q1: 7,669 shares; 2026Q2: 7,971 shares 7,971 $464K 0.05% +302 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: 703 shares; 2024Q4: 734 shares; 2025Q1: 781 shares; 2025Q2: 813 shares; 2025Q3: 835 shares; 2025Q4: 9,180 shares; 2026Q1: 10,234 shares; 2026Q2: 6,491 shares 6,491 $463K 0.05% -3,743 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 4,339 shares; 2025Q1: 2,606 shares; 2025Q2: 3,228 shares; 2025Q3: 3,226 shares; 2025Q4: 3,276 shares; 2026Q1: 3,242 shares; 2026Q2: 2,946 shares 2,946 $462K 0.05% -296 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,338 shares; 2024Q4: 13,626 shares; 2025Q1: 13,468 shares; 2025Q2: 14,810 shares; 2025Q3: 16,020 shares; 2025Q4: 17,498 shares; 2026Q1: 21,678 shares; 2026Q2: 23,184 shares 23,184 $461K 0.05% +1,506 Timeline QEFA 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: 7,840 shares; 2024Q4: 6,200 shares; 2025Q1: 5,925 shares; 2025Q2: 5,615 shares; 2025Q3: 5,440 shares; 2025Q4: 5,365 shares; 2026Q1: 4,965 shares; 2026Q2: 4,765 shares 4,765 $458K 0.05% -200 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,175 shares; 2024Q4: 9,280 shares; 2025Q1: 7,500 shares; 2025Q2: 6,585 shares; 2025Q3: 5,860 shares; 2025Q4: 6,005 shares; 2026Q1: 5,395 shares; 2026Q2: 5,495 shares 5,495 $453K 0.05% +100 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,114 shares; 2025Q4: 6,210 shares; 2026Q1: 4,435 shares; 2026Q2: 3,182 shares 3,182 $451K 0.05% -1,253 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,695 shares; 2024Q4: 25,439 shares; 2025Q1: 20,039 shares; 2025Q2: 19,037 shares; 2025Q3: 17,824 shares; 2025Q4: 17,024 shares; 2026Q1: 17,015 shares; 2026Q2: 17,015 shares 17,015 $451K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,144 shares; 2025Q2: 1,202 shares; 2025Q3: 1,177 shares; 2025Q4: 2,274 shares; 2026Q1: 2,274 shares; 2026Q2: 2,354 shares 2,354 $448K 0.05% +80 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,462 shares; 2026Q1: 5,590 shares; 2026Q2: 5,756 shares 5,756 $441K 0.05% +166 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 610 shares; 2026Q2: 583 shares 583 $441K 0.05% -27 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 5,335 shares; 2025Q1: 5,473 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,690 shares; 2026Q1: 5,690 shares; 2026Q2: 6,411 shares 6,411 $439K 0.05% +721 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: 1,993 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,628 shares; 2025Q3: 1,811 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 1,767 shares 1,767 $435K 0.05% +20 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,099 shares; 2024Q4: 10,732 shares; 2025Q1: 10,761 shares; 2025Q2: 10,083 shares; 2025Q3: 9,771 shares; 2025Q4: 9,746 shares; 2026Q1: 9,869 shares; 2026Q2: 9,922 shares 9,922 $431K 0.05% +53 Timeline XME 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: 3,728 shares; 2025Q1: 3,578 shares; 2025Q2: 3,578 shares; 2025Q3: 4,087 shares; 2025Q4: 4,109 shares; 2026Q1: 3,959 shares; 2026Q2: 3,959 shares 3,959 $423K 0.05% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 2,528 shares; 2026Q2: 2,701 shares 2,701 $423K 0.05% +173 Timeline PMBS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,520 shares 8,520 $421K 0.05% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,423 shares; 2024Q4: 10,849 shares; 2025Q1: 11,589 shares; 2025Q2: 11,462 shares; 2025Q3: 11,462 shares; 2025Q4: 15,674 shares; 2026Q1: 15,037 shares; 2026Q2: 15,131 shares 15,131 $419K 0.05% +94 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 1,020 shares; 2026Q1: 1,014 shares; 2026Q2: 1,114 shares 1,114 $416K 0.05% +100 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,880 shares; 2024Q4: 15,610 shares; 2025Q1: 15,390 shares; 2025Q2: 15,880 shares; 2025Q3: 16,790 shares; 2025Q4: 17,785 shares; 2026Q1: 21,285 shares; 2026Q2: 22,885 shares 22,885 $416K 0.05% +1,600 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 349 shares 349 $410K 0.05% +12 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,121 shares; 2025Q4: 1,192 shares; 2026Q1: not reported; 2026Q2: 1,853 shares 1,853 $407K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,596 shares; 2025Q3: 1,688 shares; 2025Q4: 1,799 shares; 2026Q1: 1,850 shares; 2026Q2: 1,942 shares 1,942 $406K 0.05% +92 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: 16,225 shares; 2024Q4: 15,725 shares; 2025Q1: 15,825 shares; 2025Q2: 14,425 shares; 2025Q3: 13,525 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares; 2026Q2: 11,650 shares 11,650 $403K 0.05% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $403K 0.05% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,936 shares; 2026Q1: 4,507 shares; 2026Q2: 5,150 shares 5,150 $400K 0.05% +643 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,166 shares 1,166 $398K 0.05% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,517 shares; 2024Q4: 11,679 shares; 2025Q1: 11,784 shares; 2025Q2: 11,775 shares; 2025Q3: 11,616 shares; 2025Q4: 12,130 shares; 2026Q1: 12,080 shares; 2026Q2: 8,050 shares 8,050 $395K 0.05% -4,030 Timeline TGRW 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: 14,435 shares; 2024Q4: 13,535 shares; 2025Q1: 12,535 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares; 2025Q4: 8,285 shares; 2026Q1: 8,285 shares; 2026Q2: 8,285 shares 8,285 $395K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 3,576 shares; 2026Q2: 3,576 shares 3,576 $391K 0.05% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,990 shares; 2026Q1: 1,974 shares; 2026Q2: 1,918 shares 1,918 $383K 0.04% -56 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,826 shares; 2025Q1: 1,715 shares; 2025Q2: 1,808 shares; 2025Q3: 1,836 shares; 2025Q4: 1,934 shares; 2026Q1: 1,898 shares; 2026Q2: 1,410 shares 1,410 $381K 0.04% -488 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: 7,019 shares; 2024Q4: 6,077 shares; 2025Q1: 6,266 shares; 2025Q2: 8,135 shares; 2025Q3: 9,795 shares; 2025Q4: 10,109 shares; 2026Q1: 9,974 shares; 2026Q2: 8,867 shares 8,867 $375K 0.04% -1,107 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,859 shares; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,304 shares; 2026Q2: 3,014 shares 3,014 $375K 0.04% +710 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: 1,680 shares; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 933 shares; 2025Q3: 906 shares; 2025Q4: 964 shares; 2026Q1: 1,039 shares; 2026Q2: 1,035 shares 1,035 $375K 0.04% -4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,879 shares; 2025Q1: 2,891 shares; 2025Q2: 2,915 shares; 2025Q3: 2,944 shares; 2025Q4: 2,984 shares; 2026Q1: 3,056 shares; 2026Q2: 3,185 shares 3,185 $372K 0.04% +129 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 4,333 shares; 2026Q1: 4,645 shares; 2026Q2: 5,341 shares 5,341 $369K 0.04% +696 Timeline FNDX 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: 3,643 shares; 2024Q4: 11,556 shares; 2025Q1: 11,556 shares; 2025Q2: 14,556 shares; 2025Q3: 12,956 shares; 2025Q4: 13,682 shares; 2026Q1: 12,956 shares; 2026Q2: 11,429 shares 11,429 $355K 0.04% -1,527 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,364 shares; 2024Q4: 5,364 shares; 2025Q1: 4,729 shares; 2025Q2: 4,772 shares; 2025Q3: 4,772 shares; 2025Q4: 4,847 shares; 2026Q1: 4,847 shares; 2026Q2: 4,288 shares 4,288 $351K 0.04% -559 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $351K 0.04% new Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,392 shares; 2024Q4: 17,429 shares; 2025Q1: 17,550 shares; 2025Q2: 19,180 shares; 2025Q3: 17,064 shares; 2025Q4: 16,409 shares; 2026Q1: 20,131 shares; 2026Q2: 21,931 shares 21,931 $348K 0.04% +1,800 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares; 2026Q1: 1,181 shares; 2026Q2: 1,538 shares 1,538 $345K 0.04% +357 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,240 shares; 2024Q4: 11,240 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares; 2026Q1: 10,050 shares; 2026Q2: 10,050 shares 10,050 $344K 0.04% 0 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: 1,517 shares; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,860 shares; 2025Q3: 2,433 shares; 2025Q4: 2,265 shares; 2026Q1: 2,182 shares; 2026Q2: 2,074 shares 2,074 $344K 0.04% -108 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,192 shares; 2024Q4: 20,209 shares; 2025Q1: 18,949 shares; 2025Q2: 10,201 shares; 2025Q3: 7,420 shares; 2025Q4: 7,322 shares; 2026Q1: 7,461 shares; 2026Q2: 7,356 shares 7,356 $344K 0.04% -105 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,443 shares; 2025Q1: 3,999 shares; 2025Q2: 3,958 shares; 2025Q3: 3,998 shares; 2025Q4: 1,788 shares; 2026Q1: 2,759 shares; 2026Q2: 2,889 shares 2,889 $339K 0.04% +130 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 10,397 shares; 2025Q4: 11,677 shares; 2026Q1: 14,282 shares; 2026Q2: 14,257 shares 14,257 $336K 0.04% -25 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,016 shares; 2025Q1: 4,016 shares; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares; 2025Q4: 4,537 shares; 2026Q1: 4,589 shares; 2026Q2: 4,589 shares 4,589 $332K 0.04% 0 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: 1,345 shares; 2025Q4: 1,353 shares; 2026Q1: 1,049 shares; 2026Q2: 1,112 shares 1,112 $331K 0.04% +63 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $329K 0.04% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,655 shares 3,655 $326K 0.04% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,672 shares; 2026Q1: 1,797 shares; 2026Q2: 1,844 shares 1,844 $325K 0.04% +47 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,507 shares; 2025Q1: 3,778 shares; 2025Q2: 3,988 shares; 2025Q3: 4,008 shares; 2025Q4: 3,962 shares; 2026Q1: 3,936 shares; 2026Q2: 3,921 shares 3,921 $324K 0.04% -15 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,036 shares; 2025Q3: 10,403 shares; 2025Q4: 10,404 shares; 2026Q1: 10,415 shares; 2026Q2: 3,637 shares 3,637 $323K 0.04% -6,778 Timeline PSCE 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: 4,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,614 shares; 2025Q4: 5,006 shares; 2026Q1: 5,796 shares; 2026Q2: 5,972 shares 5,972 $322K 0.04% +176 Timeline TMSL 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: 10,067 shares; 2025Q1: 9,725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,955 shares; 2026Q1: 6,970 shares; 2026Q2: 7,280 shares 7,280 $319K 0.04% +310 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,320 shares; 2024Q4: 14,058 shares; 2025Q1: 11,266 shares; 2025Q2: 5,646 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares; 2026Q2: 5,171 shares 5,171 $318K 0.04% 0 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: 841 shares; 2024Q4: 854 shares; 2025Q1: 890 shares; 2025Q2: 822 shares; 2025Q3: 1,054 shares; 2025Q4: 1,035 shares; 2026Q1: not reported; 2026Q2: 762 shares 762 $317K 0.04% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 8,995 shares; 2025Q1: 8,992 shares; 2025Q2: 9,014 shares; 2025Q3: 9,014 shares; 2025Q4: 9,105 shares; 2026Q1: 9,324 shares; 2026Q2: 9,356 shares 9,356 $317K 0.04% +32 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: 1,509 shares; 2024Q4: 1,596 shares; 2025Q1: 1,809 shares; 2025Q2: 1,723 shares; 2025Q3: 1,763 shares; 2025Q4: 1,835 shares; 2026Q1: 1,700 shares; 2026Q2: 1,711 shares 1,711 $316K 0.04% +11 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: 1,192 shares; 2025Q1: 1,307 shares; 2025Q2: 1,523 shares; 2025Q3: 1,341 shares; 2025Q4: 1,398 shares; 2026Q1: 1,415 shares; 2026Q2: 1,556 shares 1,556 $312K 0.04% +141 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: 4,617 shares; 2024Q4: 4,631 shares; 2025Q1: 4,713 shares; 2025Q2: 4,941 shares; 2025Q3: 5,822 shares; 2025Q4: 5,943 shares; 2026Q1: 6,039 shares; 2026Q2: 4,329 shares 4,329 $311K 0.04% -1,710 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 5,812 shares; 2025Q1: 4,629 shares; 2025Q2: 4,066 shares; 2025Q3: 4,073 shares; 2025Q4: 4,083 shares; 2026Q1: 3,049 shares; 2026Q2: 3,208 shares 3,208 $307K 0.04% +159 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,831 shares; 2026Q1: 1,611 shares; 2026Q2: 1,614 shares 1,614 $306K 0.04% +3 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,688 shares; 2026Q2: 5,738 shares 5,738 $305K 0.04% +50 Timeline XOP 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $302K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 707 shares 707 $301K 0.03% +32 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 492 shares; 2026Q2: 578 shares 578 $294K 0.03% +86 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,415 shares; 2026Q2: 3,900 shares 3,900 $294K 0.03% +485 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $294K 0.03% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,819 shares; 2025Q1: 1,883 shares; 2025Q2: 1,988 shares; 2025Q3: 1,581 shares; 2025Q4: 1,575 shares; 2026Q1: 1,891 shares; 2026Q2: 2,000 shares 2,000 $293K 0.03% +109 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,095 shares; 2025Q2: 57,125 shares; 2025Q3: 11,720 shares; 2025Q4: 12,204 shares; 2026Q1: 12,748 shares; 2026Q2: 6,053 shares 6,053 $293K 0.03% -6,695 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,031 shares; 2026Q2: 7,288 shares 7,288 $292K 0.03% +257 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: 708 shares; 2026Q2: 724 shares 724 $288K 0.03% +16 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 21,467 shares 21,467 $285K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 373 shares 373 $285K 0.03% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 578 shares; 2026Q2: 573 shares 573 $285K 0.03% -5 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 479 shares; 2025Q4: not reported; 2026Q1: 510 shares; 2026Q2: 547 shares 547 $284K 0.03% +37 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,060 shares 3,060 $283K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,527 shares; 2025Q3: 5,179 shares; 2025Q4: 5,004 shares; 2026Q1: 4,620 shares; 2026Q2: 2,792 shares 2,792 $280K 0.03% -1,828 Timeline VMBS 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: 6,894 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 5,515 shares; 2025Q3: 6,992 shares; 2025Q4: 6,835 shares; 2026Q1: 5,861 shares; 2026Q2: 5,907 shares 5,907 $277K 0.03% +46 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 4,385 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 3,545 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares 3,545 $276K 0.03% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,586 shares; 2026Q2: 2,887 shares 2,887 $275K 0.03% +301 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I 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: 1,224 shares; 2026Q2: 720 shares 720 $274K 0.03% -504 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,858 shares; 2026Q2: 1,948 shares 1,948 $273K 0.03% +90 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,601 shares; 2026Q1: 1,787 shares; 2026Q2: 1,791 shares 1,791 $271K 0.03% +4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $271K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,133 shares; 2025Q1: 2,200 shares; 2025Q2: 2,266 shares; 2025Q3: 2,113 shares; 2025Q4: 2,149 shares; 2026Q1: 1,960 shares; 2026Q2: 1,717 shares 1,717 $269K 0.03% -243 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares 118 $268K 0.03% new 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: 3,930 shares 3,930 $267K 0.03% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $266K 0.03% 0 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: 3,118 shares; 2024Q4: 1,719 shares; 2025Q1: 1,785 shares; 2025Q2: 1,541 shares; 2025Q3: 2,048 shares; 2025Q4: 2,219 shares; 2026Q1: 2,151 shares; 2026Q2: 1,946 shares 1,946 $264K 0.03% -205 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,909 shares 1,909 $263K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,689 shares 1,689 $259K 0.03% new Timeline SDY 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: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,679 shares; 2026Q1: 1,679 shares; 2026Q2: 1,679 shares 1,679 $256K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 479 shares; 2026Q1: not reported; 2026Q2: 357 shares 357 $255K 0.03% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 245 shares; 2026Q1: 290 shares; 2026Q2: 259 shares 259 $253K 0.03% -31 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,401 shares 4,401 $253K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 319 shares; 2025Q4: 318 shares; 2026Q1: 262 shares; 2026Q2: 261 shares 261 $251K 0.03% -1 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 13,300 shares; 2025Q2: 9,750 shares; 2025Q3: not reported; 2025Q4: 8,100 shares; 2026Q1: not reported; 2026Q2: 8,462 shares 8,462 $249K 0.03% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,873 shares; 2025Q4: 3,873 shares; 2026Q1: 4,373 shares; 2026Q2: 4,373 shares 4,373 $248K 0.03% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,457 shares; 2026Q1: 2,267 shares; 2026Q2: 2,310 shares 2,310 $243K 0.03% +43 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,686 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,639 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares; 2026Q1: 2,573 shares; 2026Q2: 2,799 shares 2,799 $242K 0.03% +226 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 10,021 shares; 2026Q2: 15,044 shares 15,044 $241K 0.03% +5,023 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,892 shares 2,892 $241K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,545 shares; 2024Q4: 2,691 shares; 2025Q1: 2,873 shares; 2025Q2: 3,051 shares; 2025Q3: 3,060 shares; 2025Q4: 3,028 shares; 2026Q1: 3,002 shares; 2026Q2: 2,499 shares 2,499 $240K 0.03% -503 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: 2,467 shares; 2024Q4: 2,148 shares; 2025Q1: 1,292 shares; 2025Q2: 1,358 shares; 2025Q3: 1,368 shares; 2025Q4: 922 shares; 2026Q1: 969 shares; 2026Q2: 839 shares 839 $240K 0.03% -130 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 3,477 shares; 2026Q1: 3,480 shares; 2026Q2: 3,497 shares 3,497 $239K 0.03% +17 Timeline NUEM 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: 9,177 shares; 2024Q4: 7,384 shares; 2025Q1: 7,187 shares; 2025Q2: 6,338 shares; 2025Q3: 6,226 shares; 2025Q4: 5,895 shares; 2026Q1: 5,860 shares; 2026Q2: 5,584 shares 5,584 $237K 0.03% -276 Timeline UDI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,207 shares; 2024Q4: 18,429 shares; 2025Q1: 22,865 shares; 2025Q2: 18,276 shares; 2025Q3: not reported; 2025Q4: 7,175 shares; 2026Q1: 7,095 shares; 2026Q2: 6,696 shares 6,696 $237K 0.03% -399 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO 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: 6,894 shares; 2026Q2: 7,266 shares 7,266 $234K 0.03% +372 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: 23,462 shares; 2024Q4: 18,296 shares; 2025Q1: 11,372 shares; 2025Q2: 8,816 shares; 2025Q3: 4,651 shares; 2025Q4: 4,634 shares; 2026Q1: 4,634 shares; 2026Q2: 4,634 shares 4,634 $233K 0.03% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,810 shares; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 3,645 shares; 2026Q1: 3,610 shares; 2026Q2: 3,610 shares 3,610 $233K 0.03% 0 Timeline IX ORIX CORP More: the full row for ORIX 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: 6,096 shares 6,096 $232K 0.03% new Timeline JPIE 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: 12,249 shares; 2024Q4: 12,942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,252 shares; 2026Q1: 5,643 shares; 2026Q2: 5,029 shares 5,029 $232K 0.03% -614 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: 2,749 shares; 2024Q4: 8,247 shares; 2025Q1: 8,114 shares; 2025Q2: 7,314 shares; 2025Q3: 6,822 shares; 2025Q4: not reported; 2026Q1: 6,554 shares; 2026Q2: 6,254 shares 6,254 $231K 0.03% -300 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not 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 $229K 0.03% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,495 shares; 2024Q4: 21,495 shares; 2025Q1: 20,713 shares; 2025Q2: 21,362 shares; 2025Q3: 22,472 shares; 2025Q4: 23,497 shares; 2026Q1: 23,446 shares; 2026Q2: 23,899 shares 23,899 $229K 0.03% +453 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: 8,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,905 shares; 2025Q3: 9,028 shares; 2025Q4: 9,485 shares; 2026Q1: 9,744 shares; 2026Q2: 9,433 shares 9,433 $227K 0.03% -311 Timeline SAP SAP SE More: the full row for SAP SE 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: 1,469 shares 1,469 $226K 0.03% new Timeline REMX 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: 10,362 shares; 2024Q4: 9,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,876 shares; 2026Q1: 2,691 shares; 2026Q2: 2,546 shares 2,546 $225K 0.03% -145 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 41,169 shares; 2025Q1: not reported; 2025Q2: 7,384 shares; 2025Q3: 6,985 shares; 2025Q4: not reported; 2026Q1: 6,800 shares; 2026Q2: 6,709 shares 6,709 $224K 0.03% -91 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,211 shares; 2026Q1: 4,294 shares; 2026Q2: 4,718 shares 4,718 $224K 0.03% +424 Timeline RWO 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: 28,806 shares; 2024Q4: 31,228 shares; 2025Q1: 7,846 shares; 2025Q2: not reported; 2025Q3: 4,693 shares; 2025Q4: 4,733 shares; 2026Q1: 4,466 shares; 2026Q2: 4,499 shares 4,499 $224K 0.03% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,434 shares 2,434 $223K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,529 shares; 2025Q3: 5,597 shares; 2025Q4: not reported; 2026Q1: 3,445 shares; 2026Q2: 3,514 shares 3,514 $221K 0.03% +69 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 3,754 shares; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,413 shares; 2026Q2: 3,496 shares 3,496 $219K 0.03% +83 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,532 shares; 2026Q1: 16,042 shares; 2026Q2: 16,440 shares 16,440 $217K 0.03% +398 Timeline ESGV 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: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,644 shares 1,644 $217K 0.03% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,065 shares; 2026Q2: 5,065 shares 5,065 $215K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 901 shares 901 $214K 0.02% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 3,111 shares; 2026Q1: 2,462 shares; 2026Q2: 2,422 shares 2,422 $213K 0.02% -40 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: 11,363 shares; 2024Q4: 11,580 shares; 2025Q1: 12,428 shares; 2025Q2: 10,130 shares; 2025Q3: 12,063 shares; 2025Q4: 11,695 shares; 2026Q1: 11,178 shares; 2026Q2: 10,268 shares 10,268 $213K 0.02% -910 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 2,297 shares; 2026Q1: 1,585 shares; 2026Q2: 1,564 shares 1,564 $211K 0.02% -21 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 3,275 shares 3,275 $207K 0.02% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: not reported; 2026Q2: 779 shares 779 $206K 0.02% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,621 shares 3,621 $206K 0.02% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 8,126 shares 8,126 $204K 0.02% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,652 shares 5,652 $204K 0.02% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,044 shares 1,044 $203K 0.02% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,545 shares 18,545 $203K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,021 shares 3,021 $202K 0.02% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,863 shares; 2026Q2: 1,825 shares 1,825 $201K 0.02% -38 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,108 shares; 2025Q1: 3,655 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $200K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,067 shares; 2026Q2: 12,224 shares 12,224 $169K 0.02% +2,157 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,827 shares 11,827 $104K 0.01% new Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,904 shares 15,904 $23.9K <0.01% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,341 shares; 2025Q4: 13,258 shares; 2026Q1: 10,948 shares; 2026Q2: 10,156 shares 10,156 $22.9K <0.01% -792 Timeline