USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 774,275 shares; 2025Q1: 775,027 shares; 2025Q2: 708,479 shares; 2025Q3: 655,415 shares; 2025Q4: 725,811 shares; 2026Q1: 651,298 shares; 2026Q2: 647,400 shares 647,400 $32.6M 13.47% -3,898 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,355 shares; 2025Q1: 71,323 shares; 2025Q2: 71,086 shares; 2025Q3: 69,822 shares; 2025Q4: 70,395 shares; 2026Q1: 68,686 shares; 2026Q2: 67,736 shares 67,736 $25.1M 10.36% -950 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127,293 shares; 2025Q1: 135,719 shares; 2025Q2: 143,554 shares; 2025Q3: 143,578 shares; 2025Q4: 139,972 shares; 2026Q1: 150,145 shares; 2026Q2: 150,263 shares 150,263 $13.2M 5.46% +118 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,057 shares; 2025Q1: 19,308 shares; 2025Q2: 27,499 shares; 2025Q3: 41,616 shares; 2025Q4: 49,522 shares; 2026Q1: 57,835 shares; 2026Q2: 60,963 shares 60,963 $9.63M 3.98% +3,128 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: not loaded; 2024Q4: 239,345 shares; 2025Q1: 235,407 shares; 2025Q2: 232,503 shares; 2025Q3: 248,466 shares; 2025Q4: 252,178 shares; 2026Q1: 249,995 shares; 2026Q2: 256,955 shares 256,955 $6.81M 2.81% +6,960 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,209 shares; 2025Q1: 47,980 shares; 2025Q2: 43,686 shares; 2025Q3: 48,554 shares; 2025Q4: 50,568 shares; 2026Q1: 54,642 shares; 2026Q2: 58,981 shares 58,981 $6.03M 2.49% +4,339 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,173 shares; 2025Q1: 31,995 shares; 2025Q2: 33,826 shares; 2025Q3: 38,949 shares; 2025Q4: 40,985 shares; 2026Q1: 44,860 shares; 2026Q2: 49,180 shares 49,180 $4.87M 2.01% +4,320 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: not loaded; 2024Q4: 66,907 shares; 2025Q1: 44,427 shares; 2025Q2: 50,985 shares; 2025Q3: 49,782 shares; 2025Q4: 49,735 shares; 2026Q1: 49,809 shares; 2026Q2: 50,016 shares 50,016 $4.19M 1.73% +207 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,895 shares; 2025Q1: 37,074 shares; 2025Q2: 37,077 shares; 2025Q3: 39,679 shares; 2025Q4: 39,554 shares; 2026Q1: 39,890 shares; 2026Q2: 41,803 shares 41,803 $3.95M 1.63% +1,913 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,802 shares; 2025Q1: 15,909 shares; 2025Q2: 15,559 shares; 2025Q3: 15,430 shares; 2025Q4: 14,908 shares; 2026Q1: 13,068 shares; 2026Q2: 13,171 shares 13,171 $3.81M 1.57% +103 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: not loaded; 2024Q4: 45,802 shares; 2025Q1: 50,411 shares; 2025Q2: 57,862 shares; 2025Q3: 58,086 shares; 2025Q4: 61,487 shares; 2026Q1: 63,300 shares; 2026Q2: 64,971 shares 64,971 $3.75M 1.55% +1,671 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,087 shares; 2025Q1: 7,137 shares; 2025Q2: 7,250 shares; 2025Q3: 7,263 shares; 2025Q4: 7,094 shares; 2026Q1: 7,001 shares; 2026Q2: 7,001 shares 7,001 $3.5M 1.45% 0 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: not loaded; 2024Q4: 35,722 shares; 2025Q1: 39,334 shares; 2025Q2: 41,267 shares; 2025Q3: 41,996 shares; 2025Q4: 45,536 shares; 2026Q1: 49,613 shares; 2026Q2: 49,981 shares 49,981 $3.38M 1.4% +368 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: not loaded; 2024Q4: 10,378 shares; 2025Q1: 10,750 shares; 2025Q2: 10,815 shares; 2025Q3: 11,164 shares; 2025Q4: 11,338 shares; 2026Q1: 11,293 shares; 2026Q2: 12,003 shares 12,003 $2.84M 1.17% +710 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,753 shares; 2025Q1: 17,611 shares; 2025Q2: 17,099 shares; 2025Q3: 17,607 shares; 2025Q4: 17,683 shares; 2026Q1: 17,112 shares; 2026Q2: 16,915 shares 16,915 $2.76M 1.14% -197 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,541 shares; 2025Q2: 24,241 shares; 2025Q3: 33,096 shares; 2025Q4: 39,081 shares; 2026Q1: 45,744 shares; 2026Q2: 51,296 shares 51,296 $2.53M 1.04% +5,552 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,809 shares; 2025Q1: 33,433 shares; 2025Q2: 31,725 shares; 2025Q3: 31,885 shares; 2025Q4: 31,219 shares; 2026Q1: 30,359 shares; 2026Q2: 29,056 shares 29,056 $2.4M 0.99% -1,303 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,829 shares; 2025Q1: 17,483 shares; 2025Q2: 19,743 shares; 2025Q3: 37,370 shares; 2025Q4: 39,364 shares; 2026Q1: 42,143 shares; 2026Q2: 42,872 shares 42,872 $2.32M 0.96% +729 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,170 shares; 2025Q1: 9,273 shares; 2025Q2: 10,454 shares; 2025Q3: 10,962 shares; 2025Q4: 11,130 shares; 2026Q1: 11,030 shares; 2026Q2: 11,187 shares 11,187 $2.24M 0.92% +157 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,092 shares; 2026Q1: 29,439 shares; 2026Q2: 31,994 shares 31,994 $2.13M 0.88% +2,555 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,542 shares; 2025Q1: 25,215 shares; 2025Q2: 26,512 shares; 2025Q3: 30,512 shares; 2025Q4: 30,428 shares; 2026Q1: 30,026 shares; 2026Q2: 29,625 shares 29,625 $2.11M 0.87% -401 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,545 shares; 2025Q1: 2,676 shares; 2025Q2: 2,362 shares; 2025Q3: 2,320 shares; 2025Q4: 2,339 shares; 2026Q1: 2,316 shares; 2026Q2: 2,799 shares 2,799 $2.09M 0.86% +483 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,776 shares; 2025Q1: 20,109 shares; 2025Q2: 22,792 shares; 2025Q3: 27,830 shares; 2025Q4: 30,740 shares; 2026Q1: 33,646 shares; 2026Q2: 35,465 shares 35,465 $2M 0.83% +1,819 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,211 shares; 2026Q1: 34,417 shares; 2026Q2: 35,583 shares 35,583 $2M 0.83% +1,166 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 870 shares; 2025Q1: 1,088 shares; 2025Q2: 1,017 shares; 2025Q3: 910 shares; 2025Q4: 887 shares; 2026Q1: 887 shares; 2026Q2: 2,596 shares 2,596 $1.91M 0.79% +1,709 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 16,521 shares; 2025Q3: 22,835 shares; 2025Q4: 27,723 shares; 2026Q1: 33,153 shares; 2026Q2: 39,876 shares 39,876 $1.88M 0.78% +6,723 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,375 shares; 2025Q1: 33,533 shares; 2025Q2: 32,672 shares; 2025Q3: 32,729 shares; 2025Q4: 32,664 shares; 2026Q1: 33,787 shares; 2026Q2: 33,778 shares 33,778 $1.85M 0.76% -9 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,192 shares; 2025Q1: 12,832 shares; 2025Q2: 13,517 shares; 2025Q3: 13,605 shares; 2025Q4: 13,498 shares; 2026Q1: 14,746 shares; 2026Q2: 14,905 shares 14,905 $1.75M 0.72% +159 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,296 shares; 2025Q1: 2,856 shares; 2025Q2: 3,006 shares; 2025Q3: 2,957 shares; 2025Q4: 3,012 shares; 2026Q1: 3,231 shares; 2026Q2: 4,407 shares 4,407 $1.66M 0.69% +1,176 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,089 shares; 2025Q1: 18,721 shares; 2025Q2: 21,601 shares; 2025Q3: 22,949 shares; 2025Q4: 24,908 shares; 2026Q1: 25,947 shares; 2026Q2: 26,128 shares 26,128 $1.65M 0.68% +181 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,427 shares; 2025Q1: 39,049 shares; 2025Q2: 37,709 shares; 2025Q3: 35,473 shares; 2025Q4: 36,480 shares; 2026Q1: 34,076 shares; 2026Q2: 32,681 shares 32,681 $1.65M 0.68% -1,395 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,714 shares; 2025Q1: 21,588 shares; 2025Q2: 20,521 shares; 2025Q3: 19,827 shares; 2025Q4: 20,227 shares; 2026Q1: 18,170 shares; 2026Q2: 17,991 shares 17,991 $1.63M 0.67% -179 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,295 shares; 2025Q1: 13,208 shares; 2025Q2: 14,426 shares; 2025Q3: 16,998 shares; 2025Q4: 17,035 shares; 2026Q1: 16,961 shares; 2026Q2: 15,953 shares 15,953 $1.63M 0.67% -1,008 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,321 shares; 2025Q1: 5,455 shares; 2025Q2: 4,862 shares; 2025Q3: 4,865 shares; 2025Q4: 4,649 shares; 2026Q1: 4,807 shares; 2026Q2: 4,364 shares 4,364 $1.63M 0.67% -443 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,402 shares; 2025Q1: 17,445 shares; 2025Q2: 20,222 shares; 2025Q3: 27,756 shares; 2025Q4: 32,365 shares; 2026Q1: 36,600 shares; 2026Q2: 37,815 shares 37,815 $1.54M 0.64% +1,215 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,701 shares; 2025Q1: 11,037 shares; 2025Q2: 11,442 shares; 2025Q3: 11,790 shares; 2025Q4: 11,841 shares; 2026Q1: 11,932 shares; 2026Q2: 11,636 shares 11,636 $1.53M 0.63% -296 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,731 shares; 2025Q1: 7,017 shares; 2025Q2: 6,136 shares; 2025Q3: 6,037 shares; 2025Q4: 6,489 shares; 2026Q1: 6,692 shares; 2026Q2: 6,847 shares 6,847 $1.49M 0.62% +155 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,947 shares; 2026Q1: 12,365 shares; 2026Q2: 12,366 shares 12,366 $1.45M 0.6% +1 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,636 shares; 2025Q1: 5,693 shares; 2025Q2: 5,573 shares; 2025Q3: 5,669 shares; 2025Q4: 5,913 shares; 2026Q1: 5,862 shares; 2026Q2: 5,695 shares 5,695 $1.36M 0.56% -167 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: not loaded; 2024Q4: 8,252 shares; 2025Q1: 7,948 shares; 2025Q2: 5,717 shares; 2025Q3: 12,269 shares; 2025Q4: 16,601 shares; 2026Q1: 16,288 shares; 2026Q2: 16,706 shares 16,706 $1.33M 0.55% +418 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,987 shares; 2025Q1: 22,479 shares; 2025Q2: 20,805 shares; 2025Q3: 22,306 shares; 2025Q4: 22,035 shares; 2026Q1: 21,642 shares; 2026Q2: 21,471 shares 21,471 $1.27M 0.52% -171 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,278 shares; 2025Q1: 2,439 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,581 shares; 2026Q1: 2,581 shares; 2026Q2: 2,606 shares 2,606 $1.24M 0.51% +25 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,557 shares; 2025Q1: 7,132 shares; 2025Q2: 8,599 shares; 2025Q3: 8,080 shares; 2025Q4: 7,994 shares; 2026Q1: 10,933 shares; 2026Q2: 10,946 shares 10,946 $1.24M 0.51% +13 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,490 shares; 2026Q1: 13,766 shares; 2026Q2: 13,772 shares 13,772 $1.22M 0.5% +6 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,366 shares; 2025Q1: 3,481 shares; 2025Q2: 3,655 shares; 2025Q3: 3,693 shares; 2025Q4: 3,627 shares; 2026Q1: 3,711 shares; 2026Q2: 3,720 shares 3,720 $1.22M 0.5% +9 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,956 shares; 2025Q1: 9,627 shares; 2025Q2: 8,195 shares; 2025Q3: 9,704 shares; 2025Q4: 9,884 shares; 2026Q1: 11,000 shares; 2026Q2: 11,141 shares 11,141 $1.2M 0.5% +141 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: not loaded; 2024Q4: 34,759 shares; 2025Q1: 31,829 shares; 2025Q2: 32,187 shares; 2025Q3: 40,840 shares; 2025Q4: 44,448 shares; 2026Q1: 46,460 shares; 2026Q2: 19,763 shares 19,763 $1.12M 0.46% -26,697 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,775 shares; 2025Q3: 18,562 shares; 2025Q4: 24,881 shares; 2026Q1: 31,160 shares; 2026Q2: 36,298 shares 36,298 $1.11M 0.46% +5,138 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,875 shares; 2025Q1: 19,395 shares; 2025Q2: 24,093 shares; 2025Q3: 29,638 shares; 2025Q4: 30,340 shares; 2026Q1: 30,321 shares; 2026Q2: 31,561 shares 31,561 $1.09M 0.45% +1,240 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,091 shares; 2025Q1: 1,137 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,115 shares; 2026Q1: 1,097 shares; 2026Q2: 1,080 shares 1,080 $1.09M 0.45% -17 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,314 shares; 2025Q1: 9,429 shares; 2025Q2: 9,761 shares; 2025Q3: 9,813 shares; 2025Q4: 9,488 shares; 2026Q1: 9,472 shares; 2026Q2: 9,565 shares 9,565 $1.09M 0.45% +93 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,787 shares; 2025Q1: 4,795 shares; 2025Q2: 4,801 shares; 2025Q3: 4,790 shares; 2025Q4: 4,684 shares; 2026Q1: 4,434 shares; 2026Q2: 4,362 shares 4,362 $1.08M 0.45% -72 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,853 shares; 2025Q1: 1,969 shares; 2025Q2: 1,964 shares; 2025Q3: 1,990 shares; 2025Q4: 1,996 shares; 2026Q1: 1,998 shares; 2026Q2: 1,913 shares 1,913 $1.08M 0.45% -85 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,403 shares; 2025Q3: 11,529 shares; 2025Q4: 16,190 shares; 2026Q1: 20,855 shares; 2026Q2: 24,380 shares 24,380 $1.07M 0.44% +3,525 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,025 shares; 2025Q1: 4,201 shares; 2025Q2: 5,353 shares; 2025Q3: 9,634 shares; 2025Q4: 13,202 shares; 2026Q1: 17,361 shares; 2026Q2: 20,404 shares 20,404 $1.03M 0.43% +3,043 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,444 shares; 2025Q2: 5,438 shares; 2025Q3: 5,546 shares; 2025Q4: 5,623 shares; 2026Q1: 5,409 shares; 2026Q2: 5,092 shares 5,092 $976K 0.4% -317 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,162 shares 28,162 $961K 0.4% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,233 shares; 2025Q1: 40,043 shares; 2025Q2: 39,823 shares; 2025Q3: 39,847 shares; 2025Q4: 2,281 shares; 2026Q1: 2,215 shares; 2026Q2: 2,285 shares 2,285 $950K 0.39% +70 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,115 shares; 2025Q1: 11,678 shares; 2025Q2: 11,432 shares; 2025Q3: 11,363 shares; 2025Q4: 11,222 shares; 2026Q1: 11,367 shares; 2026Q2: 11,519 shares 11,519 $948K 0.39% +152 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,348 shares; 2025Q1: 8,348 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 8,103 shares; 2026Q1: 8,103 shares; 2026Q2: 8,360 shares 8,360 $877K 0.36% +257 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,738 shares; 2025Q1: 16,534 shares; 2025Q2: 13,589 shares; 2025Q3: 8,099 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,776 shares 28,776 $847K 0.35% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,706 shares; 2025Q1: 1,715 shares; 2025Q2: 1,950 shares; 2025Q3: 2,070 shares; 2025Q4: 2,202 shares; 2026Q1: 2,204 shares; 2026Q2: 2,229 shares 2,229 $833K 0.34% +25 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,123 shares; 2025Q1: 7,268 shares; 2025Q2: 7,541 shares; 2025Q3: 7,604 shares; 2025Q4: 7,309 shares; 2026Q1: 7,300 shares; 2026Q2: 14,632 shares 14,632 $822K 0.34% +7,332 Timeline CAOS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,597 shares; 2025Q3: 8,426 shares; 2025Q4: 8,285 shares; 2026Q1: 8,410 shares; 2026Q2: 8,520 shares 8,520 $770K 0.32% +110 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,822 shares; 2025Q1: 1,959 shares; 2025Q2: 1,891 shares; 2025Q3: 1,986 shares; 2025Q4: 2,011 shares; 2026Q1: 2,017 shares; 2026Q2: 2,178 shares 2,178 $769K 0.32% +161 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: not loaded; 2024Q4: 3,795 shares; 2025Q1: 3,773 shares; 2025Q2: 3,748 shares; 2025Q3: 4,353 shares; 2025Q4: 4,852 shares; 2026Q1: 6,266 shares; 2026Q2: 7,077 shares 7,077 $753K 0.31% +811 Timeline BKLN 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 loaded; 2024Q4: 18,635 shares; 2025Q1: 21,094 shares; 2025Q2: 23,106 shares; 2025Q3: 26,649 shares; 2025Q4: 27,593 shares; 2026Q1: 33,124 shares; 2026Q2: 36,902 shares 36,902 $752K 0.31% +3,778 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: 766 shares; 2025Q4: 764 shares; 2026Q1: 1,359 shares; 2026Q2: 1,783 shares 1,783 $730K 0.3% +424 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,920 shares; 2026Q1: 2,375 shares; 2026Q2: 4,343 shares 4,343 $718K 0.3% +1,968 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,868 shares; 2025Q2: 24,676 shares; 2025Q3: 28,196 shares; 2025Q4: 25,494 shares; 2026Q1: 31,635 shares; 2026Q2: 31,749 shares 31,749 $708K 0.29% +114 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 614 shares; 2025Q1: 616 shares; 2025Q2: 592 shares; 2025Q3: 643 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 646 shares 646 $688K 0.28% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 1,244 shares; 2025Q2: 1,526 shares; 2025Q3: 1,280 shares; 2025Q4: 1,444 shares; 2026Q1: 1,464 shares; 2026Q2: 1,598 shares 1,598 $672K 0.28% +134 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 1,007 shares; 2026Q1: 952 shares; 2026Q2: 926 shares 926 $670K 0.28% -26 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,317 shares; 2025Q1: 2,789 shares; 2025Q2: 2,115 shares; 2025Q3: 2,165 shares; 2025Q4: 2,560 shares; 2026Q1: 2,627 shares; 2026Q2: 2,633 shares 2,633 $669K 0.28% +6 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,243 shares; 2025Q1: not reported; 2025Q2: 1,353 shares; 2025Q3: 1,421 shares; 2025Q4: 1,689 shares; 2026Q1: 1,740 shares; 2026Q2: 1,846 shares 1,846 $660K 0.27% +106 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 528 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 549 shares 549 $659K 0.27% +20 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,347 shares; 2025Q1: 11,384 shares; 2025Q2: 11,421 shares; 2025Q3: 11,869 shares; 2025Q4: 12,032 shares; 2026Q1: 11,974 shares; 2026Q2: 12,014 shares 12,014 $644K 0.27% +40 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,730 shares; 2025Q1: 17,762 shares; 2025Q2: 15,877 shares; 2025Q3: 15,583 shares; 2025Q4: 14,485 shares; 2026Q1: 14,235 shares; 2026Q2: 14,049 shares 14,049 $643K 0.27% -186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,682 shares; 2025Q1: 1,531 shares; 2025Q2: 1,407 shares; 2025Q3: 1,553 shares; 2025Q4: 1,587 shares; 2026Q1: 1,590 shares; 2026Q2: 2,138 shares 2,138 $642K 0.27% +548 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,426 shares; 2025Q1: 2,502 shares; 2025Q2: 3,083 shares; 2025Q3: 3,044 shares; 2025Q4: 2,666 shares; 2026Q1: 3,435 shares; 2026Q2: 3,828 shares 3,828 $629K 0.26% +393 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 loaded; 2024Q4: 623 shares; 2025Q1: 649 shares; 2025Q2: 643 shares; 2025Q3: 638 shares; 2025Q4: 639 shares; 2026Q1: 640 shares; 2026Q2: 642 shares 642 $628K 0.26% +2 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 508 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 530 shares 530 $623K 0.26% +23 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,876 shares; 2025Q1: 2,496 shares; 2025Q2: 2,497 shares; 2025Q3: 2,504 shares; 2025Q4: 2,505 shares; 2026Q1: 2,506 shares; 2026Q2: 2,507 shares 2,507 $608K 0.25% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,787 shares; 2025Q3: 6,712 shares; 2025Q4: 7,543 shares; 2026Q1: 7,573 shares; 2026Q2: 7,623 shares 7,623 $602K 0.25% +50 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,013 shares; 2025Q1: 3,011 shares; 2025Q2: 3,046 shares; 2025Q3: 3,037 shares; 2025Q4: 3,143 shares; 2026Q1: 3,152 shares; 2026Q2: 3,162 shares 3,162 $600K 0.25% +10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,118 shares; 2025Q1: 5,376 shares; 2025Q2: 5,428 shares; 2025Q3: 5,454 shares; 2025Q4: 10,588 shares; 2026Q1: 10,755 shares; 2026Q2: 10,963 shares 10,963 $582K 0.24% +208 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,682 shares; 2025Q1: 2,724 shares; 2025Q2: 2,482 shares; 2025Q3: 2,406 shares; 2025Q4: 2,421 shares; 2026Q1: 2,526 shares; 2026Q2: 2,571 shares 2,571 $567K 0.23% +45 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,272 shares; 2025Q1: 8,272 shares; 2025Q2: 8,272 shares; 2025Q3: 8,272 shares; 2025Q4: 8,272 shares; 2026Q1: 8,272 shares; 2026Q2: 8,272 shares 8,272 $564K 0.23% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 24,669 shares; 2025Q2: 22,446 shares; 2025Q3: 27,658 shares; 2025Q4: 30,714 shares; 2026Q1: 29,138 shares; 2026Q2: 30,320 shares 30,320 $562K 0.23% +1,182 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 654 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 705 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $560K 0.23% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,469 shares; 2025Q1: 4,484 shares; 2025Q2: 4,497 shares; 2025Q3: 4,476 shares; 2025Q4: 4,490 shares; 2026Q1: 4,506 shares; 2026Q2: 4,521 shares 4,521 $554K 0.23% +15 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: not loaded; 2024Q4: 3,825 shares; 2025Q1: 3,844 shares; 2025Q2: 3,753 shares; 2025Q3: 3,772 shares; 2025Q4: 3,579 shares; 2026Q1: 3,600 shares; 2026Q2: 3,604 shares 3,604 $549K 0.23% +4 Timeline TDVG 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 loaded; 2024Q4: 5,123 shares; 2025Q1: 6,388 shares; 2025Q2: 9,202 shares; 2025Q3: 9,686 shares; 2025Q4: 10,488 shares; 2026Q1: 10,784 shares; 2026Q2: 11,027 shares 11,027 $541K 0.22% +243 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,690 shares; 2025Q1: 3,707 shares; 2025Q2: 3,697 shares; 2025Q3: 3,859 shares; 2025Q4: 3,805 shares; 2026Q1: 3,431 shares; 2026Q2: 3,255 shares 3,255 $540K 0.22% -176 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,054 shares; 2025Q1: 8,361 shares; 2025Q2: 8,441 shares; 2025Q3: 8,501 shares; 2025Q4: 8,552 shares; 2026Q1: 8,582 shares; 2026Q2: 8,919 shares 8,919 $529K 0.22% +337 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,146 shares; 2025Q1: 2,514 shares; 2025Q2: 2,758 shares; 2025Q3: 2,626 shares; 2025Q4: 2,589 shares; 2026Q1: 2,455 shares; 2026Q2: 2,481 shares 2,481 $528K 0.22% +26 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,149 shares 14,149 $522K 0.22% new Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,155 shares; 2025Q4: 6,249 shares; 2026Q1: 7,494 shares; 2026Q2: 8,022 shares 8,022 $498K 0.21% +528 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,632 shares; 2025Q1: 15,755 shares; 2025Q2: 15,875 shares; 2025Q3: 15,968 shares; 2025Q4: 11,589 shares; 2026Q1: 10,828 shares; 2026Q2: 10,644 shares 10,644 $496K 0.21% -184 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,406 shares; 2025Q1: 1,519 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,458 shares; 2026Q1: 1,489 shares; 2026Q2: 6,009 shares 6,009 $484K 0.2% +4,520 Timeline TTEQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,639 shares; 2025Q4: 9,888 shares; 2026Q1: 10,255 shares; 2026Q2: 10,677 shares 10,677 $476K 0.2% +422 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,295 shares; 2025Q1: 7,659 shares; 2025Q2: 8,373 shares; 2025Q3: 8,356 shares; 2025Q4: 8,192 shares; 2026Q1: 8,302 shares; 2026Q2: 8,326 shares 8,326 $474K 0.2% +24 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 812 shares 812 $472K 0.19% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,118 shares; 2026Q1: 8,781 shares; 2026Q2: 8,524 shares 8,524 $456K 0.19% -257 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,586 shares; 2025Q1: 6,771 shares; 2025Q2: 8,540 shares; 2025Q3: 10,053 shares; 2025Q4: 9,729 shares; 2026Q1: 9,298 shares; 2026Q2: 9,261 shares 9,261 $444K 0.18% -37 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,523 shares; 2025Q1: 5,523 shares; 2025Q2: 5,528 shares; 2025Q3: 5,528 shares; 2025Q4: 5,523 shares; 2026Q1: 5,523 shares; 2026Q2: 5,523 shares 5,523 $440K 0.18% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,158 shares; 2025Q1: 6,042 shares; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 4,797 shares; 2026Q1: 4,710 shares; 2026Q2: 4,582 shares 4,582 $437K 0.18% -128 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,127 shares; 2025Q1: 1,296 shares; 2025Q2: 1,342 shares; 2025Q3: 1,347 shares; 2025Q4: 1,343 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $435K 0.18% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,477 shares; 2025Q1: 11,027 shares; 2025Q2: 10,767 shares; 2025Q3: 10,782 shares; 2025Q4: 10,959 shares; 2026Q1: 10,795 shares; 2026Q2: 11,139 shares 11,139 $423K 0.17% +344 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,191 shares 2,191 $418K 0.17% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,966 shares; 2025Q1: 3,923 shares; 2025Q2: 3,823 shares; 2025Q3: 2,770 shares; 2025Q4: 2,989 shares; 2026Q1: 2,134 shares; 2026Q2: 2,802 shares 2,802 $411K 0.17% +668 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $400K 0.17% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,913 shares; 2025Q1: 1,949 shares; 2025Q2: 1,937 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 1,763 shares; 2026Q2: 1,827 shares 1,827 $368K 0.15% +64 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 639 shares; 2026Q2: 2,920 shares 2,920 $363K 0.15% +2,281 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,884 shares; 2025Q3: 8,884 shares; 2025Q4: 10,661 shares; 2026Q1: 10,696 shares; 2026Q2: 10,637 shares 10,637 $356K 0.15% -59 Timeline PVI 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 loaded; 2024Q4: 8,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,375 shares; 2026Q2: 14,143 shares 14,143 $352K 0.15% -4,232 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 6,078 shares; 2025Q3: 5,799 shares; 2025Q4: 4,551 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $352K 0.15% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,748 shares; 2025Q1: 2,812 shares; 2025Q2: 2,822 shares; 2025Q3: 2,829 shares; 2025Q4: 2,849 shares; 2026Q1: 3,282 shares; 2026Q2: 2,748 shares 2,748 $348K 0.14% -534 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $345K 0.14% 0 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: not loaded; 2024Q4: 28,670 shares; 2025Q1: 27,583 shares; 2025Q2: 28,844 shares; 2025Q3: 32,396 shares; 2025Q4: 23,132 shares; 2026Q1: 3,511 shares; 2026Q2: 3,561 shares 3,561 $343K 0.14% +50 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,401 shares; 2025Q3: 4,323 shares; 2025Q4: 4,321 shares; 2026Q1: 4,319 shares; 2026Q2: 3,624 shares 3,624 $335K 0.14% -695 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 392 shares; 2025Q1: 408 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $329K 0.14% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $323K 0.13% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,294 shares; 2025Q1: 2,302 shares; 2025Q2: 2,310 shares; 2025Q3: 2,316 shares; 2025Q4: 2,324 shares; 2026Q1: 2,334 shares; 2026Q2: 2,399 shares 2,399 $322K 0.13% +65 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $320K 0.13% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 811 shares; 2025Q1: 813 shares; 2025Q2: 815 shares; 2025Q3: 877 shares; 2025Q4: 879 shares; 2026Q1: 881 shares; 2026Q2: 883 shares 883 $318K 0.13% +2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,412 shares; 2025Q1: 2,785 shares; 2025Q2: 4,349 shares; 2025Q3: 4,181 shares; 2025Q4: 4,100 shares; 2026Q1: 3,004 shares; 2026Q2: 2,713 shares 2,713 $317K 0.13% -291 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,327 shares; 2025Q1: 1,292 shares; 2025Q2: 1,317 shares; 2025Q3: 1,315 shares; 2025Q4: 1,177 shares; 2026Q1: 1,185 shares; 2026Q2: 1,150 shares 1,150 $311K 0.13% -35 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,635 shares; 2026Q1: 3,685 shares; 2026Q2: 3,685 shares 3,685 $307K 0.13% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,096 shares 6,096 $306K 0.13% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,856 shares; 2025Q1: 1,871 shares; 2025Q2: 1,889 shares; 2025Q3: 1,906 shares; 2025Q4: 1,927 shares; 2026Q1: 1,942 shares; 2026Q2: 1,958 shares 1,958 $306K 0.13% +16 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 642 shares; 2025Q1: 642 shares; 2025Q2: 640 shares; 2025Q3: 646 shares; 2025Q4: 650 shares; 2026Q1: 582 shares; 2026Q2: 587 shares 587 $302K 0.12% +5 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,888 shares; 2025Q1: 1,920 shares; 2025Q2: 1,787 shares; 2025Q3: 1,793 shares; 2025Q4: 1,781 shares; 2026Q1: 2,125 shares; 2026Q2: 4,195 shares 4,195 $301K 0.12% +2,070 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,255 shares; 2025Q2: 1,359 shares; 2025Q3: 1,362 shares; 2025Q4: 1,118 shares; 2026Q1: 1,182 shares; 2026Q2: 1,184 shares 1,184 $298K 0.12% +2 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 942 shares; 2026Q1: 1,053 shares; 2026Q2: 1,221 shares 1,221 $296K 0.12% +168 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,107 shares 6,107 $295K 0.12% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 983 shares 983 $293K 0.12% new Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,156 shares; 2026Q1: 14,156 shares; 2026Q2: 14,156 shares 14,156 $288K 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: not reported; 2025Q3: 1,585 shares; 2025Q4: 1,597 shares; 2026Q1: 1,609 shares; 2026Q2: 1,638 shares 1,638 $277K 0.11% +29 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,959 shares; 2025Q1: 4,975 shares; 2025Q2: 5,040 shares; 2025Q3: 5,123 shares; 2025Q4: 5,111 shares; 2026Q1: 5,398 shares; 2026Q2: 5,276 shares 5,276 $274K 0.11% -122 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,540 shares; 2025Q1: 7,540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares; 2026Q2: 3,493 shares 3,493 $269K 0.11% +473 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,430 shares; 2025Q1: 1,441 shares; 2025Q2: 1,453 shares; 2025Q3: 1,465 shares; 2025Q4: 1,474 shares; 2026Q1: 1,484 shares; 2026Q2: 1,496 shares 1,496 $262K 0.11% +12 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,435 shares; 2025Q3: 10,435 shares; 2025Q4: 8,885 shares; 2026Q1: 8,885 shares; 2026Q2: 9,046 shares 9,046 $262K 0.11% +161 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,345 shares 1,345 $253K 0.1% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares; 2026Q2: 1,665 shares 1,665 $250K 0.1% +150 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,542 shares; 2025Q2: 5,567 shares; 2025Q3: 5,594 shares; 2025Q4: 5,621 shares; 2026Q1: 5,645 shares; 2026Q2: 5,670 shares 5,670 $250K 0.1% +25 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,254 shares; 2025Q1: 3,261 shares; 2025Q2: 3,384 shares; 2025Q3: 3,434 shares; 2025Q4: 3,194 shares; 2026Q1: 3,253 shares; 2026Q2: 3,263 shares 3,263 $244K 0.1% +10 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares; 2026Q2: 2,602 shares 2,602 $243K 0.1% +50 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,797 shares; 2026Q1: 9,094 shares; 2026Q2: 8,769 shares 8,769 $242K 0.1% -325 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,860 shares; 2025Q3: 11,860 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $241K 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,902 shares; 2025Q1: 3,915 shares; 2025Q2: 4,271 shares; 2025Q3: 4,224 shares; 2025Q4: 2,961 shares; 2026Q1: 2,961 shares; 2026Q2: 2,965 shares 2,965 $241K 0.1% +4 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,032 shares 1,032 $237K 0.1% new Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,678 shares; 2025Q3: 2,694 shares; 2025Q4: 2,708 shares; 2026Q1: 2,710 shares; 2026Q2: 2,760 shares 2,760 $235K 0.1% +50 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 313 shares 313 $235K 0.1% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,229 shares 6,229 $234K 0.1% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 833 shares 833 $226K 0.09% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,810 shares 1,810 $220K 0.09% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,610 shares 3,610 $219K 0.09% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $217K 0.09% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 989 shares 989 $217K 0.09% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $214K 0.09% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,047 shares 6,047 $213K 0.09% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,476 shares; 2025Q3: 1,517 shares; 2025Q4: 1,502 shares; 2026Q1: 1,470 shares; 2026Q2: 1,444 shares 1,444 $212K 0.09% -26 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $211K 0.09% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,540 shares 1,540 $209K 0.09% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $208K 0.09% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,921 shares 1,921 $207K 0.09% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 778 shares; 2025Q1: 861 shares; 2025Q2: 720 shares; 2025Q3: 611 shares; 2025Q4: 533 shares; 2026Q1: 465 shares; 2026Q2: 2,375 shares 2,375 $205K 0.08% +1,910 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,238 shares; 2026Q1: not reported; 2026Q2: 3,255 shares 3,255 $204K 0.08% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,044 shares; 2025Q1: 2,186 shares; 2025Q2: 2,098 shares; 2025Q3: 2,337 shares; 2025Q4: 1,968 shares; 2026Q1: 1,973 shares; 2026Q2: 1,982 shares 1,982 $204K 0.08% +9 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,008 shares 3,008 $204K 0.08% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,130 shares; 2025Q3: 2,135 shares; 2025Q4: 2,000 shares; 2026Q1: 1,859 shares; 2026Q2: 1,699 shares 1,699 $203K 0.08% -160 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,748 shares 2,748 $203K 0.08% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $203K 0.08% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,631 shares; 2025Q4: 2,648 shares; 2026Q1: 2,660 shares; 2026Q2: 2,680 shares 2,680 $202K 0.08% +20 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,618 shares 2,618 $202K 0.08% new Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,998 shares 2,998 $201K 0.08% new Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,654 shares 19,654 $43K 0.02% new Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,247 shares; 2025Q3: 13,243 shares; 2025Q4: 13,243 shares; 2026Q1: 13,243 shares; 2026Q2: 13,243 shares 13,243 $19.1K 0.01% 0 Timeline