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: 210,762 shares; 2025Q1: 228,456 shares; 2025Q2: 161,181 shares; 2025Q3: 170,910 shares; 2025Q4: 169,979 shares; 2026Q1: 167,791 shares; 2026Q2: 238,962 shares 238,962 $21M 13.81% +71,171 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 139,615 shares; 2025Q1: 136,243 shares; 2025Q2: 86,690 shares; 2025Q3: 22,937 shares; 2025Q4: 153,933 shares; 2026Q1: 162,950 shares; 2026Q2: 118,041 shares 118,041 $11.8M 7.78% -44,909 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 96,904 shares; 2025Q1: 130,500 shares; 2025Q2: 140,565 shares; 2025Q3: 145,175 shares; 2025Q4: 146,845 shares; 2026Q1: 156,071 shares; 2026Q2: 148,106 shares 148,106 $7.67M 5.04% -7,965 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125,688 shares; 2025Q1: 129,539 shares; 2025Q2: 162,916 shares; 2025Q3: 157,302 shares; 2025Q4: 150,025 shares; 2026Q1: 153,237 shares; 2026Q2: 154,777 shares 154,777 $6.49M 4.27% +1,540 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 185,572 shares; 2025Q1: 187,472 shares; 2025Q2: 209,480 shares; 2025Q3: 209,008 shares; 2025Q4: 203,715 shares; 2026Q1: 194,624 shares; 2026Q2: 191,732 shares 191,732 $6.27M 4.12% -2,892 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: 60,233 shares; 2025Q1: 129,419 shares; 2025Q2: 159,764 shares; 2025Q3: 135,629 shares; 2025Q4: 121,596 shares; 2026Q1: 156,926 shares; 2026Q2: 115,790 shares 115,790 $5.83M 3.84% -41,136 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: 52,040 shares; 2025Q1: 67,372 shares; 2025Q2: 40,315 shares; 2025Q3: 42,423 shares; 2025Q4: 70,049 shares; 2026Q1: 53,795 shares; 2026Q2: 85,523 shares 85,523 $5.2M 3.42% +31,728 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,446 shares; 2025Q1: 53,164 shares; 2025Q2: 51,942 shares; 2025Q3: 30,413 shares; 2025Q4: 51,251 shares; 2026Q1: 19,083 shares; 2026Q2: 41,461 shares 41,461 $4.93M 3.24% +22,378 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 loaded; 2024Q4: 25,113 shares; 2025Q1: 26,118 shares; 2025Q2: 30,776 shares; 2025Q3: 45,294 shares; 2025Q4: 48,102 shares; 2026Q1: 59,505 shares; 2026Q2: 60,983 shares 60,983 $4.15M 2.73% +1,478 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115,000 shares; 2025Q1: 113,161 shares; 2025Q2: 105,763 shares; 2025Q3: 105,232 shares; 2025Q4: 101,162 shares; 2026Q1: 83,704 shares; 2026Q2: 86,992 shares 86,992 $3.44M 2.26% +3,288 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: not loaded; 2024Q4: 110,639 shares; 2025Q1: 112,232 shares; 2025Q2: 107,895 shares; 2025Q3: 113,024 shares; 2025Q4: 119,924 shares; 2026Q1: 132,178 shares; 2026Q2: 134,817 shares 134,817 $3.44M 2.26% +2,639 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: 39,911 shares; 2025Q1: 40,606 shares; 2025Q2: 40,707 shares; 2025Q3: 40,857 shares; 2025Q4: 41,970 shares; 2026Q1: 44,415 shares; 2026Q2: 45,230 shares 45,230 $3.01M 1.98% +815 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 loaded; 2024Q4: 15,097 shares; 2025Q1: 15,738 shares; 2025Q2: 15,448 shares; 2025Q3: 18,354 shares; 2025Q4: 19,140 shares; 2026Q1: 19,988 shares; 2026Q2: 21,221 shares 21,221 $2.92M 1.92% +1,233 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,069 shares; 2025Q1: 80,160 shares; 2025Q2: 98,366 shares; 2025Q3: 102,826 shares; 2025Q4: 108,878 shares; 2026Q1: 123,373 shares; 2026Q2: 127,044 shares 127,044 $2.89M 1.9% +3,671 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,318 shares; 2026Q2: 77,120 shares 77,120 $2.82M 1.86% +2,802 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,262 shares; 2025Q1: 7,358 shares; 2025Q2: 76,514 shares; 2025Q3: 78,918 shares; 2025Q4: 100,821 shares; 2026Q1: 95,473 shares; 2026Q2: 103,904 shares 103,904 $2.73M 1.79% +8,431 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,478 shares; 2025Q1: 38,073 shares; 2025Q2: 39,566 shares; 2025Q3: 40,506 shares; 2025Q4: 41,488 shares; 2026Q1: 42,442 shares; 2026Q2: 43,553 shares 43,553 $2.71M 1.78% +1,111 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,033 shares; 2025Q1: 5,787 shares; 2025Q2: 7,075 shares; 2025Q3: 8,700 shares; 2025Q4: 12,876 shares; 2026Q1: 13,222 shares; 2026Q2: 11,918 shares 11,918 $2.71M 1.78% -1,304 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,391 shares; 2025Q3: 32,006 shares; 2025Q4: 55,131 shares; 2026Q1: 55,885 shares; 2026Q2: 47,371 shares 47,371 $2.5M 1.64% -8,514 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: 3,439 shares; 2025Q1: 3,276 shares; 2025Q2: 3,298 shares; 2025Q3: 3,319 shares; 2025Q4: 3,237 shares; 2026Q1: 3,237 shares; 2026Q2: 3,222 shares 3,222 $2.21M 1.46% -15 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,174 shares; 2025Q1: 22,799 shares; 2025Q2: 22,020 shares; 2025Q3: 19,090 shares; 2025Q4: 20,329 shares; 2026Q1: 21,142 shares; 2026Q2: 47,643 shares 47,643 $2.2M 1.45% +26,501 Timeline ACWX 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: 22,103 shares; 2026Q2: 27,736 shares 27,736 $2.11M 1.39% +5,633 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: 13,262 shares; 2025Q1: 12,790 shares; 2025Q2: 12,710 shares; 2025Q3: 11,308 shares; 2025Q4: 12,253 shares; 2026Q1: 9,775 shares; 2026Q2: 9,353 shares 9,353 $2.04M 1.34% -422 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,087 shares; 2025Q1: 74,686 shares; 2025Q2: 93,574 shares; 2025Q3: 96,848 shares; 2025Q4: 99,378 shares; 2026Q1: 100,868 shares; 2026Q2: 102,664 shares 102,664 $1.95M 1.29% +1,796 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,256 shares; 2025Q1: 30,189 shares; 2025Q2: 15,951 shares; 2025Q3: 19,077 shares; 2025Q4: 21,018 shares; 2026Q1: 20,418 shares; 2026Q2: 19,721 shares 19,721 $1.81M 1.19% -697 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,214 shares; 2025Q1: 4,313 shares; 2025Q2: 4,885 shares; 2025Q3: 8,452 shares; 2025Q4: 13,798 shares; 2026Q1: 14,056 shares; 2026Q2: 10,687 shares 10,687 $1.73M 1.14% -3,369 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,627 shares; 2025Q1: 23,500 shares; 2025Q2: 22,645 shares; 2025Q3: 21,177 shares; 2025Q4: 20,161 shares; 2026Q1: 20,514 shares; 2026Q2: 20,715 shares 20,715 $1.67M 1.1% +201 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: 22,161 shares; 2025Q1: 21,214 shares; 2025Q2: 21,764 shares; 2025Q3: 22,157 shares; 2025Q4: 21,875 shares; 2026Q1: 21,764 shares; 2026Q2: 21,507 shares 21,507 $1.53M 1.01% -257 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: 1,051 shares; 2025Q1: 1,020 shares; 2025Q2: 1,045 shares; 2025Q3: 3,160 shares; 2025Q4: 3,034 shares; 2026Q1: 2,984 shares; 2026Q2: 17,579 shares 17,579 $1.51M 1% +14,595 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,963 shares; 2025Q1: 40,165 shares; 2025Q2: 46,893 shares; 2025Q3: 56,758 shares; 2025Q4: 55,599 shares; 2026Q1: 57,644 shares; 2026Q2: 63,009 shares 63,009 $1.46M 0.96% +5,365 Timeline SPGP 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: 10,178 shares; 2025Q1: 10,319 shares; 2025Q2: 10,722 shares; 2025Q3: 10,873 shares; 2025Q4: 11,097 shares; 2026Q1: 11,392 shares; 2026Q2: 11,612 shares 11,612 $1.42M 0.93% +220 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,567 shares; 2025Q4: 12,354 shares; 2026Q1: 16,501 shares; 2026Q2: 22,441 shares 22,441 $1.34M 0.88% +5,940 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: not loaded; 2024Q4: 22,698 shares; 2025Q1: 23,934 shares; 2025Q2: 23,323 shares; 2025Q3: 24,028 shares; 2025Q4: 26,972 shares; 2026Q1: 26,526 shares; 2026Q2: 25,290 shares 25,290 $1.28M 0.84% -1,236 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,850 shares; 2025Q4: 17,550 shares; 2026Q1: 19,074 shares; 2026Q2: 12,505 shares 12,505 $1.21M 0.79% -6,569 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,985 shares; 2025Q3: 39,834 shares; 2025Q4: 41,446 shares; 2026Q1: 42,074 shares; 2026Q2: 27,453 shares 27,453 $1.18M 0.78% -14,621 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: 4,024 shares; 2025Q1: 3,290 shares; 2025Q2: 3,281 shares; 2025Q3: 3,552 shares; 2025Q4: 3,956 shares; 2026Q1: 3,954 shares; 2026Q2: 3,966 shares 3,966 $1.15M 0.75% +12 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,666 shares; 2025Q2: 17,289 shares; 2025Q3: 27,548 shares; 2025Q4: 29,415 shares; 2026Q1: 33,029 shares; 2026Q2: 24,075 shares 24,075 $1.1M 0.72% -8,954 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,947 shares; 2026Q2: 21,284 shares 21,284 $1.07M 0.71% +1,337 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: 2,441 shares; 2025Q1: 2,317 shares; 2025Q2: 2,339 shares; 2025Q3: 2,791 shares; 2025Q4: 2,546 shares; 2026Q1: 2,528 shares; 2026Q2: 13,097 shares 13,097 $1.06M 0.69% +10,569 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,454 shares; 2025Q1: 4,348 shares; 2025Q2: 5,447 shares; 2025Q3: 7,888 shares; 2025Q4: 9,503 shares; 2026Q1: 9,803 shares; 2026Q2: 10,411 shares 10,411 $984K 0.65% +608 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,580 shares; 2026Q2: 10,682 shares 10,682 $895K 0.59% +2,102 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: 1,658 shares; 2025Q1: 1,749 shares; 2025Q2: 1,830 shares; 2025Q3: 2,061 shares; 2025Q4: 2,247 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares 2,276 $860K 0.57% 0 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,473 shares 29,473 $827K 0.54% 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 loaded; 2024Q4: 13,159 shares; 2025Q1: 12,993 shares; 2025Q2: 11,987 shares; 2025Q3: 6,393 shares; 2025Q4: 8,591 shares; 2026Q1: 8,591 shares; 2026Q2: 7,236 shares 7,236 $798K 0.53% -1,355 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,489 shares; 2025Q4: 29,509 shares; 2026Q1: 29,082 shares; 2026Q2: 16,583 shares 16,583 $783K 0.51% -12,499 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,096 shares; 2026Q2: 32,119 shares 32,119 $732K 0.48% +2,023 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: 1,310 shares; 2025Q1: 1,694 shares; 2025Q2: 2,150 shares; 2025Q3: 2,548 shares; 2025Q4: 3,568 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $715K 0.47% 0 Timeline GGOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,510 shares 13,510 $679K 0.45% new Timeline GQQQ 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: 2,200 shares; 2025Q3: not reported; 2025Q4: 7,548 shares; 2026Q1: 7,418 shares; 2026Q2: 17,363 shares 17,363 $631K 0.41% +9,945 Timeline DBEM 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: 16,436 shares; 2025Q1: 15,593 shares; 2025Q2: 15,899 shares; 2025Q3: 15,970 shares; 2025Q4: 15,614 shares; 2026Q1: 15,507 shares; 2026Q2: 15,279 shares 15,279 $628K 0.41% -228 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,860 shares; 2025Q1: 5,614 shares; 2025Q2: 5,727 shares; 2025Q3: 5,807 shares; 2025Q4: 5,780 shares; 2026Q1: 5,915 shares; 2026Q2: 5,831 shares 5,831 $573K 0.38% -84 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,956 shares; 2025Q1: 9,600 shares; 2025Q2: 4,357 shares; 2025Q3: 6,844 shares; 2025Q4: 5,538 shares; 2026Q1: 5,539 shares; 2026Q2: 5,841 shares 5,841 $563K 0.37% +302 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,619 shares 7,619 $559K 0.37% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,077 shares; 2025Q1: 2,835 shares; 2025Q2: 49,077 shares; 2025Q3: 29,043 shares; 2025Q4: 9,952 shares; 2026Q1: 14,808 shares; 2026Q2: 20,822 shares 20,822 $488K 0.32% +6,014 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: 1,081 shares; 2025Q1: 922 shares; 2025Q2: 1,079 shares; 2025Q3: 1,192 shares; 2025Q4: 1,328 shares; 2026Q1: 1,312 shares; 2026Q2: 1,295 shares 1,295 $483K 0.32% -17 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: 583 shares; 2025Q1: 734 shares; 2025Q2: 898 shares; 2025Q3: 1,078 shares; 2025Q4: 1,329 shares; 2026Q1: 1,313 shares; 2026Q2: 1,328 shares 1,328 $475K 0.31% +15 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: 84,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,231 shares; 2025Q4: not reported; 2026Q1: 14,177 shares; 2026Q2: 7,956 shares 7,956 $459K 0.3% -6,221 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 loaded; 2024Q4: 4,811 shares; 2025Q1: 4,763 shares; 2025Q2: 4,934 shares; 2025Q3: 5,060 shares; 2025Q4: 5,104 shares; 2026Q1: 5,978 shares; 2026Q2: 5,934 shares 5,934 $455K 0.3% -44 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,233 shares; 2025Q1: 4,005 shares; 2025Q2: 4,104 shares; 2025Q3: 4,167 shares; 2025Q4: 4,155 shares; 2026Q1: 4,123 shares; 2026Q2: 4,040 shares 4,040 $369K 0.24% -83 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: 10,964 shares; 2025Q1: 10,446 shares; 2025Q2: 10,325 shares; 2025Q3: 7,554 shares; 2025Q4: 6,329 shares; 2026Q1: 7,221 shares; 2026Q2: 7,276 shares 7,276 $365K 0.24% +55 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,354 shares; 2025Q1: 7,152 shares; 2025Q2: 7,476 shares; 2025Q3: 7,684 shares; 2025Q4: 7,739 shares; 2026Q1: 7,739 shares; 2026Q2: 7,735 shares 7,735 $363K 0.24% -4 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,228 shares; 2025Q2: 15,200 shares; 2025Q3: 45,962 shares; 2025Q4: 61,626 shares; 2026Q1: 6,031 shares; 2026Q2: 5,825 shares 5,825 $357K 0.23% -206 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: 625 shares; 2025Q1: 793 shares; 2025Q2: 832 shares; 2025Q3: 1,182 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,495 shares 1,495 $356K 0.23% +66 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,888 shares; 2025Q1: 2,885 shares; 2025Q2: 2,932 shares; 2025Q3: 3,154 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares 3,204 $344K 0.23% 0 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: 466 shares; 2025Q1: 490 shares; 2025Q2: 606 shares; 2025Q3: 660 shares; 2025Q4: 778 shares; 2026Q1: 771 shares; 2026Q2: 782 shares 782 $329K 0.22% +11 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: not reported; 2025Q1: 384 shares; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 884 shares 884 $327K 0.22% -36 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,288 shares; 2025Q1: 1,221 shares; 2025Q2: 1,287 shares; 2025Q3: 1,293 shares; 2025Q4: 902 shares; 2026Q1: 899 shares; 2026Q2: 887 shares 887 $324K 0.21% -12 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: 39,328 shares; 2025Q1: 39,792 shares; 2025Q2: 4,639 shares; 2025Q3: 3,448 shares; 2025Q4: 2,909 shares; 2026Q1: 3,250 shares; 2026Q2: 3,314 shares 3,314 $313K 0.21% +64 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: 567 shares; 2025Q1: 594 shares; 2025Q2: 666 shares; 2025Q3: 893 shares; 2025Q4: 947 shares; 2026Q1: 957 shares; 2026Q2: 946 shares 946 $310K 0.2% -11 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,732 shares; 2025Q1: 1,643 shares; 2025Q2: 1,755 shares; 2025Q3: 1,781 shares; 2025Q4: 1,291 shares; 2026Q1: 1,290 shares; 2026Q2: 1,273 shares 1,273 $309K 0.2% -17 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: 2,273 shares; 2025Q1: 4,294 shares; 2025Q2: 3,618 shares; 2025Q3: 8,781 shares; 2025Q4: 9,632 shares; 2026Q1: 3,130 shares; 2026Q2: 3,806 shares 3,806 $302K 0.2% +676 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: 401 shares; 2025Q1: 293 shares; 2025Q2: 110 shares; 2025Q3: 1,449 shares; 2025Q4: 1,488 shares; 2026Q1: 1,487 shares; 2026Q2: 1,491 shares 1,491 $283K 0.19% +4 Timeline AGGA 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: 1,210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,838 shares 10,838 $272K 0.18% new Timeline ROE 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: 2,152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,965 shares 5,965 $254K 0.17% new 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: 304 shares; 2025Q1: 278 shares; 2025Q2: 302 shares; 2025Q3: 309 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 335 shares 335 $250K 0.16% +3 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: 74 shares; 2025Q1: 119 shares; 2025Q2: 158 shares; 2025Q3: 391 shares; 2025Q4: 448 shares; 2026Q1: 432 shares; 2026Q2: 437 shares 437 $246K 0.16% +5 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 491 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,427 shares 4,427 $217K 0.14% new Timeline