IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,270 shares; 2024Q4: 114,270 shares; 2025Q1: 112,767 shares; 2025Q2: 114,619 shares; 2025Q3: 117,478 shares; 2025Q4: 118,119 shares; 2026Q1: 122,372 shares; 2026Q2: 124,013 shares 124,013 $92.9M 12.49% +1,641 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $83.9M 11.28% 0 Timeline AVLC 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: 297,469 shares; 2026Q1: 339,426 shares; 2026Q2: 363,663 shares 363,663 $32.7M 4.4% +24,237 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: 42,641 shares; 2024Q4: 42,641 shares; 2025Q1: 43,696 shares; 2025Q2: 48,154 shares; 2025Q3: 51,096 shares; 2025Q4: 50,845 shares; 2026Q1: 50,694 shares; 2026Q2: 51,648 shares 51,648 $25.8M 3.48% +954 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: 36,115 shares; 2024Q4: 36,115 shares; 2025Q1: 35,806 shares; 2025Q2: 43,458 shares; 2025Q3: 93,112 shares; 2025Q4: 349,562 shares; 2026Q1: 359,539 shares; 2026Q2: 302,785 shares 302,785 $23.3M 3.14% -56,754 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,574 shares; 2024Q4: 250,574 shares; 2025Q1: 252,107 shares; 2025Q2: 244,014 shares; 2025Q3: 247,419 shares; 2025Q4: 244,249 shares; 2026Q1: 228,169 shares; 2026Q2: 230,337 shares 230,337 $22.2M 2.99% +2,168 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: 103,968 shares; 2024Q4: 103,968 shares; 2025Q1: 102,800 shares; 2025Q2: 92,472 shares; 2025Q3: 91,453 shares; 2025Q4: 89,858 shares; 2026Q1: 82,502 shares; 2026Q2: 81,845 shares 81,845 $18M 2.42% -657 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,053 shares; 2024Q4: 382,053 shares; 2025Q1: 383,465 shares; 2025Q2: 437,588 shares; 2025Q3: 439,551 shares; 2025Q4: 428,720 shares; 2026Q1: 468,270 shares; 2026Q2: 457,938 shares 457,938 $17.8M 2.39% -10,332 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,483 shares; 2024Q4: 58,483 shares; 2025Q1: 57,254 shares; 2025Q2: 53,861 shares; 2025Q3: 53,304 shares; 2025Q4: 52,761 shares; 2026Q1: 51,056 shares; 2026Q2: 49,716 shares 49,716 $17M 2.29% -1,340 Timeline BOXX 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: 24,212 shares; 2024Q4: 24,212 shares; 2025Q1: 26,095 shares; 2025Q2: 17,408 shares; 2025Q3: 21,171 shares; 2025Q4: 27,449 shares; 2026Q1: 121,520 shares; 2026Q2: 141,915 shares 141,915 $16.6M 2.24% +20,395 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,192 shares; 2024Q4: 11,192 shares; 2025Q1: 11,192 shares; 2025Q2: 126,672 shares; 2025Q3: 145,609 shares; 2025Q4: 320,178 shares; 2026Q1: 380,405 shares; 2026Q2: 400,918 shares 400,918 $16.5M 2.22% +20,513 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: 261,000 shares; 2024Q4: 261,000 shares; 2025Q1: 260,209 shares; 2025Q2: 240,213 shares; 2025Q3: 234,822 shares; 2025Q4: 224,760 shares; 2026Q1: 220,184 shares; 2026Q2: 218,014 shares 218,014 $16.5M 2.22% -2,170 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: 49,605 shares; 2024Q4: 49,605 shares; 2025Q1: 49,683 shares; 2025Q2: 49,625 shares; 2025Q3: 49,250 shares; 2025Q4: 49,176 shares; 2026Q1: 48,248 shares; 2026Q2: 48,290 shares 48,290 $12.2M 1.63% +42 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: 60,387 shares; 2024Q4: 60,387 shares; 2025Q1: 61,355 shares; 2025Q2: 60,318 shares; 2025Q3: 60,716 shares; 2025Q4: 60,819 shares; 2026Q1: 61,998 shares; 2026Q2: 61,089 shares 61,089 $10M 1.35% -909 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,248 shares; 2025Q4: 1,083 shares; 2026Q1: 21,529 shares; 2026Q2: 15,472 shares 15,472 $9.91M 1.33% -6,057 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,354 shares; 2024Q4: 53,354 shares; 2025Q1: 54,332 shares; 2025Q2: 54,975 shares; 2025Q3: 58,105 shares; 2025Q4: 66,590 shares; 2026Q1: not reported; 2026Q2: 104,489 shares 104,489 $9.47M 1.27% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,804 shares; 2024Q4: 36,804 shares; 2025Q1: 37,590 shares; 2025Q2: 37,230 shares; 2025Q3: 42,106 shares; 2025Q4: 46,870 shares; 2026Q1: 49,730 shares; 2026Q2: 52,860 shares 52,860 $9.27M 1.25% +3,130 Timeline QVAL 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: 138,314 shares; 2024Q4: 138,314 shares; 2025Q1: 135,885 shares; 2025Q2: 132,139 shares; 2025Q3: 130,752 shares; 2025Q4: 128,166 shares; 2026Q1: 152,531 shares; 2026Q2: 165,606 shares 165,606 $9.18M 1.24% +13,075 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: 32,116 shares; 2024Q4: 32,116 shares; 2025Q1: 33,296 shares; 2025Q2: 33,809 shares; 2025Q3: 35,165 shares; 2025Q4: 39,012 shares; 2026Q1: 40,468 shares; 2026Q2: 37,594 shares 37,594 $9.11M 1.23% -2,874 Timeline TCV 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: 284,915 shares; 2026Q2: 284,291 shares 284,291 $9.11M 1.23% -624 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,564 shares; 2024Q4: 35,564 shares; 2025Q1: 36,763 shares; 2025Q2: 41,159 shares; 2025Q3: 43,689 shares; 2025Q4: 49,821 shares; 2026Q1: 52,690 shares; 2026Q2: 54,248 shares 54,248 $9.04M 1.22% +1,558 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398,372 shares; 2024Q4: 398,372 shares; 2025Q1: 398,071 shares; 2025Q2: 393,009 shares; 2025Q3: 408,550 shares; 2025Q4: 405,618 shares; 2026Q1: 357,699 shares; 2026Q2: 357,319 shares 357,319 $9.03M 1.21% -380 Timeline IYZ 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: 213,136 shares 213,136 $9.02M 1.21% new Timeline IDHQ 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: 47,880 shares; 2025Q2: 123,410 shares; 2025Q3: 184,197 shares; 2025Q4: 176,561 shares; 2026Q1: 214,430 shares; 2026Q2: 205,312 shares 205,312 $8.97M 1.21% -9,118 Timeline IDGT 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: 73,077 shares 73,077 $8.75M 1.18% 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,382 shares; 2025Q2: 9,147 shares; 2025Q3: 11,661 shares; 2025Q4: 11,341 shares; 2026Q1: 11,066 shares; 2026Q2: 10,925 shares 10,925 $8.16M 1.1% -141 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: 49,196 shares; 2024Q4: 49,196 shares; 2025Q1: 48,415 shares; 2025Q2: 40,505 shares; 2025Q3: 40,419 shares; 2025Q4: 39,015 shares; 2026Q1: 39,520 shares; 2026Q2: 39,135 shares 39,135 $7.82M 1.05% -385 Timeline SPHQ 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: 101,767 shares; 2024Q4: 101,767 shares; 2025Q1: 101,080 shares; 2025Q2: 93,206 shares; 2025Q3: 92,177 shares; 2025Q4: 90,749 shares; 2026Q1: 88,689 shares; 2026Q2: 83,944 shares 83,944 $7.56M 1.02% -4,745 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,333 shares; 2024Q4: 95,333 shares; 2025Q1: 93,537 shares; 2025Q2: 85,104 shares; 2025Q3: 81,417 shares; 2025Q4: 78,246 shares; 2026Q1: 75,724 shares; 2026Q2: 75,883 shares 75,883 $6.66M 0.9% +159 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,955 shares; 2024Q4: 66,955 shares; 2025Q1: 65,453 shares; 2025Q2: 64,177 shares; 2025Q3: 62,978 shares; 2025Q4: 61,144 shares; 2026Q1: 72,366 shares; 2026Q2: 79,436 shares 79,436 $6.54M 0.88% +7,070 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,776 shares; 2024Q4: 68,776 shares; 2025Q1: 55,973 shares; 2025Q2: 70,466 shares; 2025Q3: 55,147 shares; 2025Q4: 61,693 shares; 2026Q1: 88,181 shares; 2026Q2: 74,778 shares 74,778 $6.14M 0.83% -13,403 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: 26,247 shares; 2024Q4: 26,247 shares; 2025Q1: 26,017 shares; 2025Q2: 28,560 shares; 2025Q3: 28,544 shares; 2025Q4: 90,966 shares; 2026Q1: 91,279 shares; 2026Q2: 27,949 shares 27,949 $6.09M 0.82% -63,330 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,496 shares; 2024Q4: 92,496 shares; 2025Q1: 90,317 shares; 2025Q2: 84,266 shares; 2025Q3: 82,415 shares; 2025Q4: 80,016 shares; 2026Q1: 78,350 shares; 2026Q2: 76,990 shares 76,990 $5.8M 0.78% -1,360 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,580 shares; 2024Q4: 224,580 shares; 2025Q1: 224,000 shares; 2025Q2: 253,700 shares; 2025Q3: 253,395 shares; 2025Q4: 252,794 shares; 2026Q1: 252,100 shares; 2026Q2: 285,900 shares 285,900 $5.13M 0.69% +33,800 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: 41,821 shares; 2024Q4: 41,821 shares; 2025Q1: 41,567 shares; 2025Q2: 37,528 shares; 2025Q3: 36,488 shares; 2025Q4: 36,554 shares; 2026Q1: 31,871 shares; 2026Q2: 23,211 shares 23,211 $4.94M 0.66% -8,660 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,703 shares; 2024Q4: 30,703 shares; 2025Q1: 31,121 shares; 2025Q2: 30,958 shares; 2025Q3: 30,514 shares; 2025Q4: 31,957 shares; 2026Q1: 31,723 shares; 2026Q2: 30,898 shares 30,898 $4.85M 0.65% -825 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: 8,189 shares; 2024Q4: 8,189 shares; 2025Q1: 7,917 shares; 2025Q2: 7,565 shares; 2025Q3: 7,345 shares; 2025Q4: 7,325 shares; 2026Q1: 6,995 shares; 2026Q2: 6,802 shares 6,802 $4.67M 0.63% -193 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: 25,664 shares; 2024Q4: 25,664 shares; 2025Q1: 25,209 shares; 2025Q2: 22,228 shares; 2025Q3: 21,938 shares; 2025Q4: 27,219 shares; 2026Q1: 22,335 shares; 2026Q2: 16,135 shares 16,135 $4.67M 0.63% -6,200 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: 158,873 shares; 2024Q4: 158,873 shares; 2025Q1: 158,783 shares; 2025Q2: 152,691 shares; 2025Q3: 157,991 shares; 2025Q4: 165,718 shares; 2026Q1: 167,790 shares; 2026Q2: 61,194 shares 61,194 $4.62M 0.62% -106,596 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: 31,574 shares; 2024Q4: 31,574 shares; 2025Q1: 33,308 shares; 2025Q2: 33,255 shares; 2025Q3: 33,353 shares; 2025Q4: 32,318 shares; 2026Q1: 32,249 shares; 2026Q2: 32,251 shares 32,251 $4.26M 0.57% +2 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,151 shares; 2024Q4: 31,151 shares; 2025Q1: 30,814 shares; 2025Q2: 27,005 shares; 2025Q3: 26,850 shares; 2025Q4: 26,916 shares; 2026Q1: 28,461 shares; 2026Q2: 28,457 shares 28,457 $4.22M 0.57% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,909 shares; 2024Q4: 44,909 shares; 2025Q1: 44,736 shares; 2025Q2: 44,810 shares; 2025Q3: 44,921 shares; 2025Q4: 44,945 shares; 2026Q1: 44,809 shares; 2026Q2: 44,700 shares 44,700 $4.06M 0.55% -109 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: 14,585 shares; 2024Q4: 14,585 shares; 2025Q1: 14,876 shares; 2025Q2: 14,952 shares; 2025Q3: 15,360 shares; 2025Q4: 19,596 shares; 2026Q1: 19,418 shares; 2026Q2: 16,967 shares 16,967 $4.04M 0.54% -2,451 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: 11,353 shares; 2024Q4: 11,353 shares; 2025Q1: 11,270 shares; 2025Q2: 11,322 shares; 2025Q3: 11,327 shares; 2025Q4: 11,284 shares; 2026Q1: 11,099 shares; 2026Q2: 10,579 shares 10,579 $3.46M 0.47% -520 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,275 shares; 2026Q1: 34,275 shares; 2026Q2: 36,677 shares 36,677 $3.35M 0.45% +2,402 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: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,132 shares; 2025Q2: 4,487 shares; 2025Q3: 5,112 shares; 2025Q4: 5,848 shares; 2026Q1: 18,447 shares; 2026Q2: 21,245 shares 21,245 $3.33M 0.45% +2,798 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: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,404 shares; 2025Q2: 5,327 shares; 2025Q3: 5,334 shares; 2025Q4: 7,050 shares; 2026Q1: 6,971 shares; 2026Q2: 6,820 shares 6,820 $3.26M 0.44% -151 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: 9,187 shares; 2024Q4: 9,187 shares; 2025Q1: 9,097 shares; 2025Q2: 9,911 shares; 2025Q3: 9,687 shares; 2025Q4: 10,058 shares; 2026Q1: 9,558 shares; 2026Q2: 8,609 shares 8,609 $3.21M 0.43% -949 Timeline TAXE 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: 25,000 shares; 2025Q3: 56,905 shares; 2025Q4: 56,905 shares; 2026Q1: 56,905 shares; 2026Q2: 56,905 shares 56,905 $2.92M 0.39% 0 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: 28,518 shares; 2024Q4: 28,518 shares; 2025Q1: 28,453 shares; 2025Q2: 27,946 shares; 2025Q3: 27,883 shares; 2025Q4: 28,116 shares; 2026Q1: 27,800 shares; 2026Q2: 27,865 shares 27,865 $2.55M 0.34% +65 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: 9,197 shares; 2024Q4: 9,197 shares; 2025Q1: 8,340 shares; 2025Q2: 12,940 shares; 2025Q3: 16,614 shares; 2025Q4: 16,489 shares; 2026Q1: 22,154 shares; 2026Q2: 26,431 shares 26,431 $2.55M 0.34% +4,277 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: 2,586 shares; 2024Q4: 2,586 shares; 2025Q1: 2,646 shares; 2025Q2: 2,645 shares; 2025Q3: 3,423 shares; 2025Q4: 3,439 shares; 2026Q1: 3,530 shares; 2026Q2: 3,421 shares 3,421 $2.52M 0.34% -109 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: 7,900 shares; 2024Q4: 7,900 shares; 2025Q1: 7,745 shares; 2025Q2: 28,860 shares; 2025Q3: 52,848 shares; 2025Q4: 55,388 shares; 2026Q1: 47,506 shares; 2026Q2: 45,420 shares 45,420 $2.43M 0.33% -2,086 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: 10,984 shares; 2024Q4: 10,984 shares; 2025Q1: 11,061 shares; 2025Q2: 10,701 shares; 2025Q3: 11,033 shares; 2025Q4: 11,008 shares; 2026Q1: 9,871 shares; 2026Q2: 9,432 shares 9,432 $2.4M 0.32% -439 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,887 shares; 2024Q4: 73,887 shares; 2025Q1: 73,967 shares; 2025Q2: 49,197 shares; 2025Q3: 49,196 shares; 2025Q4: 49,699 shares; 2026Q1: 49,363 shares; 2026Q2: 47,639 shares 47,639 $2.36M 0.32% -1,724 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: 40,917 shares; 2024Q4: 40,917 shares; 2025Q1: 41,855 shares; 2025Q2: 41,788 shares; 2025Q3: 41,680 shares; 2025Q4: 42,046 shares; 2026Q1: 41,724 shares; 2026Q2: 41,070 shares 41,070 $2.32M 0.31% -654 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,801 shares; 2024Q4: 43,801 shares; 2025Q1: 43,939 shares; 2025Q2: 44,308 shares; 2025Q3: 44,925 shares; 2025Q4: 45,045 shares; 2026Q1: 45,089 shares; 2026Q2: 47,681 shares 47,681 $2.2M 0.3% +2,592 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: 2,915 shares; 2024Q4: 2,915 shares; 2025Q1: 2,928 shares; 2025Q2: 2,856 shares; 2025Q3: 2,783 shares; 2025Q4: 2,638 shares; 2026Q1: 2,271 shares; 2026Q2: 2,054 shares 2,054 $2.19M 0.29% -217 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: 39,079 shares 39,079 $2M 0.27% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,231 shares; 2024Q4: 11,231 shares; 2025Q1: 13,183 shares; 2025Q2: 14,665 shares; 2025Q3: 15,713 shares; 2025Q4: 16,336 shares; 2026Q1: 17,697 shares; 2026Q2: 17,968 shares 17,968 $1.98M 0.27% +271 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,858 shares; 2025Q2: 33,401 shares; 2025Q3: 16,681 shares; 2025Q4: 30,684 shares; 2026Q1: 43,621 shares; 2026Q2: 61,918 shares 61,918 $1.97M 0.27% +18,297 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: 13,607 shares; 2024Q4: 13,607 shares; 2025Q1: 13,858 shares; 2025Q2: 13,695 shares; 2025Q3: 13,704 shares; 2025Q4: 13,634 shares; 2026Q1: 13,369 shares; 2026Q2: 13,416 shares 13,416 $1.97M 0.26% +47 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: 9,166 shares; 2024Q4: 9,166 shares; 2025Q1: 9,184 shares; 2025Q2: 15,617 shares; 2025Q3: 16,704 shares; 2025Q4: 16,022 shares; 2026Q1: 21,007 shares; 2026Q2: 23,721 shares 23,721 $1.97M 0.26% +2,714 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 9,897 shares; 2025Q2: 10,032 shares; 2025Q3: 9,860 shares; 2025Q4: 9,705 shares; 2026Q1: 9,769 shares; 2026Q2: 9,729 shares 9,729 $1.92M 0.26% -40 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,426 shares; 2024Q4: 18,426 shares; 2025Q1: 17,726 shares; 2025Q2: 16,290 shares; 2025Q3: 16,290 shares; 2025Q4: 16,290 shares; 2026Q1: 18,217 shares; 2026Q2: 18,217 shares 18,217 $1.89M 0.25% 0 Timeline AIRR 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: 13,344 shares; 2024Q4: 13,344 shares; 2025Q1: 13,344 shares; 2025Q2: 13,344 shares; 2025Q3: 13,174 shares; 2025Q4: 13,174 shares; 2026Q1: 13,174 shares; 2026Q2: 13,174 shares 13,174 $1.76M 0.24% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,474 shares; 2024Q4: 14,474 shares; 2025Q1: 14,099 shares; 2025Q2: 13,394 shares; 2025Q3: 13,334 shares; 2025Q4: 13,125 shares; 2026Q1: 13,337 shares; 2026Q2: 13,281 shares 13,281 $1.74M 0.23% -56 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,082 shares; 2025Q2: 2,521 shares; 2025Q3: 4,192 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares 3,946 $1.68M 0.23% 0 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: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 4,913 shares; 2025Q2: 4,398 shares; 2025Q3: 4,846 shares; 2025Q4: 5,247 shares; 2026Q1: 5,547 shares; 2026Q2: 5,558 shares 5,558 $1.67M 0.22% +11 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: 5,829 shares; 2024Q4: 5,829 shares; 2025Q1: 5,838 shares; 2025Q2: 7,002 shares; 2025Q3: 6,873 shares; 2025Q4: 6,446 shares; 2026Q1: 6,425 shares; 2026Q2: 6,420 shares 6,420 $1.52M 0.2% -5 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,729 shares; 2024Q4: 4,729 shares; 2025Q1: 4,975 shares; 2025Q2: 4,752 shares; 2025Q3: 4,753 shares; 2025Q4: 4,771 shares; 2026Q1: 4,470 shares; 2026Q2: 4,640 shares 4,640 $1.46M 0.2% +170 Timeline QMOM 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: 4,049 shares; 2024Q4: 4,049 shares; 2025Q1: 4,049 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares; 2026Q1: 7,417 shares; 2026Q2: 18,513 shares 18,513 $1.46M 0.2% +11,096 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: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,952 shares; 2025Q2: 1,810 shares; 2025Q3: 2,352 shares; 2025Q4: 4,546 shares; 2026Q1: 3,786 shares; 2026Q2: 3,834 shares 3,834 $1.37M 0.18% +48 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,588 shares; 2025Q3: 12,650 shares; 2025Q4: 15,878 shares; 2026Q1: 20,090 shares; 2026Q2: 25,073 shares 25,073 $1.28M 0.17% +4,983 Timeline MGK 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: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares; 2026Q2: 14,490 shares 14,490 $1.27M 0.17% +11,592 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: 14,178 shares; 2024Q4: 14,178 shares; 2025Q1: 14,096 shares; 2025Q2: 14,047 shares; 2025Q3: 13,911 shares; 2025Q4: 13,447 shares; 2026Q1: 13,330 shares; 2026Q2: 13,311 shares 13,311 $1.27M 0.17% -19 Timeline RPV 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: 10,307 shares; 2024Q4: 10,307 shares; 2025Q1: 10,291 shares; 2025Q2: 10,841 shares; 2025Q3: 10,841 shares; 2025Q4: 10,651 shares; 2026Q1: 10,465 shares; 2026Q2: 10,377 shares 10,377 $1.18M 0.16% -88 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: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 3,080 shares; 2025Q2: 2,946 shares; 2025Q3: 2,575 shares; 2025Q4: 2,569 shares; 2026Q1: 2,594 shares; 2026Q2: 2,243 shares 2,243 $1.17M 0.16% -351 Timeline VSGX 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: 10,349 shares; 2024Q4: 10,349 shares; 2025Q1: 13,300 shares; 2025Q2: 15,029 shares; 2025Q3: 15,267 shares; 2025Q4: 14,733 shares; 2026Q1: 14,597 shares; 2026Q2: 13,859 shares 13,859 $1.14M 0.15% -738 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,001 shares; 2024Q4: 2,001 shares; 2025Q1: 1,966 shares; 2025Q2: 1,965 shares; 2025Q3: 1,897 shares; 2025Q4: 1,889 shares; 2026Q1: 1,821 shares; 2026Q2: 1,752 shares 1,752 $1.11M 0.15% -69 Timeline FXR 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: 12,135 shares; 2024Q4: 12,135 shares; 2025Q1: 12,135 shares; 2025Q2: 12,135 shares; 2025Q3: 12,135 shares; 2025Q4: 12,135 shares; 2026Q1: 12,135 shares; 2026Q2: 12,135 shares 12,135 $1.11M 0.15% 0 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: 2,146 shares; 2024Q4: 2,146 shares; 2025Q1: 2,119 shares; 2025Q2: 2,165 shares; 2025Q3: 2,160 shares; 2025Q4: 2,134 shares; 2026Q1: 2,924 shares; 2026Q2: 2,986 shares 2,986 $1.1M 0.15% +62 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: 2,508 shares; 2024Q4: 2,508 shares; 2025Q1: 2,501 shares; 2025Q2: 2,513 shares; 2025Q3: 2,514 shares; 2025Q4: 2,512 shares; 2026Q1: 2,493 shares; 2026Q2: 2,492 shares 2,492 $1.06M 0.14% -1 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: 9,282 shares; 2024Q4: 9,282 shares; 2025Q1: 9,150 shares; 2025Q2: 8,707 shares; 2025Q3: 7,973 shares; 2025Q4: 8,077 shares; 2026Q1: 7,737 shares; 2026Q2: 7,728 shares 7,728 $1.06M 0.14% -9 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: 8,110 shares; 2024Q4: 8,110 shares; 2025Q1: 6,533 shares; 2025Q2: 6,606 shares; 2025Q3: 7,091 shares; 2025Q4: 3,290 shares; 2026Q1: 1,299 shares; 2026Q2: 5,254 shares 5,254 $1.05M 0.14% +3,955 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,830 shares; 2025Q3: 3,773 shares; 2025Q4: 4,048 shares; 2026Q1: 3,532 shares; 2026Q2: 3,424 shares 3,424 $1.04M 0.14% -108 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,698 shares; 2024Q4: 9,698 shares; 2025Q1: 10,015 shares; 2025Q2: 10,601 shares; 2025Q3: 10,998 shares; 2025Q4: 9,990 shares; 2026Q1: 9,003 shares; 2026Q2: 9,077 shares 9,077 $1.03M 0.14% +74 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,364 shares; 2024Q4: 8,364 shares; 2025Q1: 10,114 shares; 2025Q2: 10,114 shares; 2025Q3: 10,114 shares; 2025Q4: 10,114 shares; 2026Q1: 10,114 shares; 2026Q2: 9,954 shares 9,954 $959K 0.13% -160 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: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares; 2026Q2: 4,875 shares 4,875 $945K 0.13% 0 Timeline BGIG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,020 shares 26,020 $934K 0.13% new Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,785 shares; 2024Q4: 15,785 shares; 2025Q1: 15,785 shares; 2025Q2: 15,535 shares; 2025Q3: 15,535 shares; 2025Q4: 15,535 shares; 2026Q1: 15,526 shares; 2026Q2: 7,580 shares 7,580 $929K 0.13% -7,946 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 36,397 shares; 2026Q2: 36,397 shares 36,397 $924K 0.12% 0 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,957 shares; 2025Q3: 31,957 shares; 2025Q4: 12,674 shares; 2026Q1: 23,993 shares; 2026Q2: 23,889 shares 23,889 $922K 0.12% -104 Timeline SCHV 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: 8,755 shares; 2024Q4: 8,755 shares; 2025Q1: 26,265 shares; 2025Q2: 26,265 shares; 2025Q3: 26,265 shares; 2025Q4: 26,265 shares; 2026Q1: 26,265 shares; 2026Q2: 26,265 shares 26,265 $914K 0.12% 0 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: 5,562 shares; 2024Q4: 5,562 shares; 2025Q1: 5,578 shares; 2025Q2: 5,906 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 5,905 shares; 2026Q2: 5,905 shares 5,905 $911K 0.12% 0 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 14,360 shares; 2025Q3: 14,360 shares; 2025Q4: 14,360 shares; 2026Q1: 16,277 shares; 2026Q2: 16,277 shares 16,277 $910K 0.12% 0 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,858 shares; 2024Q4: 4,858 shares; 2025Q1: 4,875 shares; 2025Q2: 5,165 shares; 2025Q3: 5,164 shares; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares; 2026Q2: 5,164 shares 5,164 $908K 0.12% 0 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: 3,411 shares; 2024Q4: 3,411 shares; 2025Q1: 3,429 shares; 2025Q2: 3,422 shares; 2025Q3: 3,358 shares; 2025Q4: 3,378 shares; 2026Q1: 3,341 shares; 2026Q2: 3,267 shares 3,267 $883K 0.12% -74 Timeline IXN 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: 5,937 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares; 2026Q2: 5,937 shares 5,937 $858K 0.12% 0 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: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,332 shares; 2025Q2: 2,960 shares; 2025Q3: 3,063 shares; 2025Q4: 2,913 shares; 2026Q1: 2,685 shares; 2026Q2: 2,412 shares 2,412 $852K 0.11% -273 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,035 shares; 2024Q4: 77,035 shares; 2025Q1: 74,006 shares; 2025Q2: 55,244 shares; 2025Q3: 53,044 shares; 2025Q4: 47,730 shares; 2026Q1: 47,589 shares; 2026Q2: 47,603 shares 47,603 $844K 0.11% +14 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: 25,707 shares; 2024Q4: 25,707 shares; 2025Q1: 24,702 shares; 2025Q2: 7,458 shares; 2025Q3: 7,745 shares; 2025Q4: 7,780 shares; 2026Q1: 9,180 shares; 2026Q2: 14,040 shares 14,040 $838K 0.11% +4,860 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: 2,036 shares; 2025Q2: 2,804 shares; 2025Q3: 2,819 shares; 2025Q4: 2,892 shares; 2026Q1: 2,800 shares; 2026Q2: 2,807 shares 2,807 $836K 0.11% +7 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 8,329 shares; 2025Q2: 6,633 shares; 2025Q3: 6,570 shares; 2025Q4: 6,398 shares; 2026Q1: 6,921 shares; 2026Q2: 6,922 shares 6,922 $832K 0.11% +1 Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,330 shares; 2025Q2: 3,564 shares; 2025Q3: 3,563 shares; 2025Q4: 3,563 shares; 2026Q1: 3,563 shares; 2026Q2: 3,563 shares 3,563 $831K 0.11% 0 Timeline IVAL 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: 19,126 shares; 2024Q4: 19,126 shares; 2025Q1: 19,126 shares; 2025Q2: 17,331 shares; 2025Q3: 16,558 shares; 2025Q4: 16,558 shares; 2026Q1: 22,243 shares; 2026Q2: 22,492 shares 22,492 $766K 0.1% +249 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,181 shares; 2025Q2: 2,098 shares; 2025Q3: 2,107 shares; 2025Q4: 2,980 shares; 2026Q1: 2,797 shares; 2026Q2: 2,165 shares 2,165 $743K 0.1% -632 Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,954 shares; 2024Q4: 24,954 shares; 2025Q1: 23,753 shares; 2025Q2: 19,635 shares; 2025Q3: 19,603 shares; 2025Q4: 17,880 shares; 2026Q1: 17,700 shares; 2026Q2: 17,604 shares 17,604 $736K 0.1% -96 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,508 shares; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares; 2026Q2: 4,508 shares 4,508 $728K 0.1% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,018 shares 8,018 $725K 0.1% 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: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,612 shares; 2025Q3: 1,612 shares; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares; 2026Q2: 5,808 shares 5,808 $721K 0.1% +4,356 Timeline XMLV 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: 12,242 shares; 2024Q4: 12,242 shares; 2025Q1: 12,158 shares; 2025Q2: 11,926 shares; 2025Q3: 11,640 shares; 2025Q4: 10,754 shares; 2026Q1: 10,685 shares; 2026Q2: 10,492 shares 10,492 $696K 0.09% -193 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,686 shares; 2025Q2: 2,592 shares; 2025Q3: 2,389 shares; 2025Q4: 2,499 shares; 2026Q1: 2,099 shares; 2026Q2: 1,966 shares 1,966 $693K 0.09% -133 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,456 shares; 2025Q4: 12,658 shares; 2026Q1: 16,004 shares; 2026Q2: 18,814 shares 18,814 $693K 0.09% +2,810 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: 2,026 shares 2,026 $691K 0.09% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,599 shares; 2024Q4: 11,599 shares; 2025Q1: 5,111 shares; 2025Q2: 3,209 shares; 2025Q3: 5,366 shares; 2025Q4: 4,866 shares; 2026Q1: 4,658 shares; 2026Q2: 4,247 shares 4,247 $683K 0.09% -411 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: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,733 shares; 2025Q2: 5,619 shares; 2025Q3: 5,716 shares; 2025Q4: 5,712 shares; 2026Q1: 6,651 shares; 2026Q2: 8,023 shares 8,023 $611K 0.08% +1,372 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: 6,792 shares; 2024Q4: 6,792 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 5,848 shares; 2025Q4: 8,401 shares; 2026Q1: 8,883 shares; 2026Q2: 8,865 shares 8,865 $606K 0.08% -18 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,358 shares; 2025Q2: 659 shares; 2025Q3: 668 shares; 2025Q4: 1,281 shares; 2026Q1: 1,044 shares; 2026Q2: 1,057 shares 1,057 $595K 0.08% +13 Timeline GEW 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: 10,682 shares; 2026Q1: 10,682 shares; 2026Q2: 10,682 shares 10,682 $584K 0.08% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,864 shares; 2025Q3: 29,204 shares; 2025Q4: 29,225 shares; 2026Q1: 29,286 shares; 2026Q2: 29,348 shares 29,348 $576K 0.08% +62 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: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 7,323 shares; 2025Q2: 7,222 shares; 2025Q3: 7,138 shares; 2025Q4: 7,120 shares; 2026Q1: 6,807 shares; 2026Q2: 6,801 shares 6,801 $562K 0.08% -6 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,518 shares; 2025Q4: 1,522 shares; 2026Q1: 2,500 shares; 2026Q2: 2,502 shares 2,502 $557K 0.07% +2 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,290 shares; 2025Q2: 75,870 shares; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares; 2026Q1: 30,510 shares; 2026Q2: 27,645 shares 27,645 $538K 0.07% -2,865 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,707 shares 10,707 $534K 0.07% 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: 6,924 shares; 2024Q4: 6,924 shares; 2025Q1: 6,851 shares; 2025Q2: 6,901 shares; 2025Q3: 6,932 shares; 2025Q4: 6,962 shares; 2026Q1: 6,801 shares; 2026Q2: 5,993 shares 5,993 $526K 0.07% -808 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,435 shares 5,435 $524K 0.07% new 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: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 4,111 shares; 2025Q2: 4,022 shares; 2025Q3: 4,134 shares; 2025Q4: 4,297 shares; 2026Q1: 3,915 shares; 2026Q2: 3,791 shares 3,791 $513K 0.07% -124 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: 9,305 shares; 2024Q4: 9,305 shares; 2025Q1: 19,877 shares; 2025Q2: 18,260 shares; 2025Q3: 18,260 shares; 2025Q4: 18,260 shares; 2026Q1: 18,260 shares; 2026Q2: 18,260 shares 18,260 $506K 0.07% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,795 shares; 2024Q4: 4,795 shares; 2025Q1: 4,785 shares; 2025Q2: 6,225 shares; 2025Q3: 6,455 shares; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares; 2026Q2: 6,605 shares 6,605 $506K 0.07% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,747 shares; 2024Q4: 7,747 shares; 2025Q1: 7,747 shares; 2025Q2: 7,777 shares; 2025Q3: 7,777 shares; 2025Q4: 7,782 shares; 2026Q1: 7,740 shares; 2026Q2: 7,740 shares 7,740 $494K 0.07% 0 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: 2,338 shares; 2024Q4: 2,338 shares; 2025Q1: 2,114 shares; 2025Q2: 2,197 shares; 2025Q3: 2,173 shares; 2025Q4: 2,170 shares; 2026Q1: 3,527 shares; 2026Q2: 3,454 shares 3,454 $492K 0.07% -73 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 12,772 shares; 2025Q4: 23,801 shares; 2026Q1: 23,801 shares; 2026Q2: 23,801 shares 23,801 $485K 0.07% 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: 1,690 shares; 2024Q4: 1,690 shares; 2025Q1: 1,616 shares; 2025Q2: 2,205 shares; 2025Q3: 2,927 shares; 2025Q4: 2,876 shares; 2026Q1: 2,843 shares; 2026Q2: 2,799 shares 2,799 $464K 0.06% -44 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,623 shares; 2025Q2: 6,623 shares; 2025Q3: 6,623 shares; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares; 2026Q2: 6,623 shares 6,623 $463K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,026 shares 2,026 $448K 0.06% +1 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 6,036 shares; 2026Q2: 6,631 shares 6,631 $435K 0.06% +595 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,353 shares; 2025Q2: 3,966 shares; 2025Q3: 4,185 shares; 2025Q4: 3,825 shares; 2026Q1: 3,986 shares; 2026Q2: 4,437 shares 4,437 $433K 0.06% +451 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,861 shares 5,861 $430K 0.06% new 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: 9,430 shares; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,430 shares; 2025Q3: 9,430 shares; 2025Q4: 9,430 shares; 2026Q1: 8,373 shares; 2026Q2: 8,373 shares 8,373 $413K 0.06% 0 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: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,627 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 814 shares; 2026Q1: 792 shares; 2026Q2: 4,693 shares 4,693 $404K 0.05% +3,901 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: 6,020 shares; 2024Q4: 6,020 shares; 2025Q1: 5,762 shares; 2025Q2: 6,164 shares; 2025Q3: 6,530 shares; 2025Q4: 6,791 shares; 2026Q1: 5,591 shares; 2026Q2: 5,618 shares 5,618 $404K 0.05% +27 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $397K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 3,311 shares; 2025Q4: 2,683 shares; 2026Q1: 2,840 shares; 2026Q2: 2,128 shares 2,128 $394K 0.05% -712 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: 18,507 shares; 2024Q4: 18,507 shares; 2025Q1: 18,507 shares; 2025Q2: not reported; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,529 shares; 2026Q2: 5,224 shares 5,224 $394K 0.05% +695 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,237 shares; 2025Q2: 4,185 shares; 2025Q3: 4,194 shares; 2025Q4: 4,194 shares; 2026Q1: 4,194 shares; 2026Q2: 4,194 shares 4,194 $384K 0.05% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,401 shares; 2024Q4: 29,401 shares; 2025Q1: 17,989 shares; 2025Q2: 18,329 shares; 2025Q3: 18,373 shares; 2025Q4: 18,431 shares; 2026Q1: 18,482 shares; 2026Q2: 18,544 shares 18,544 $379K 0.05% +62 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,108 shares; 2024Q4: 38,108 shares; 2025Q1: 65,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: 4,183 shares; 2026Q2: 3,338 shares 3,338 $375K 0.05% -845 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,094 shares; 2026Q1: 4,067 shares; 2026Q2: 2,809 shares 2,809 $360K 0.05% -1,258 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: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,687 shares; 2025Q2: 1,642 shares; 2025Q3: 1,638 shares; 2025Q4: 1,647 shares; 2026Q1: 1,608 shares; 2026Q2: 1,488 shares 1,488 $354K 0.05% -120 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: not reported; 2026Q2: 486 shares 486 $351K 0.05% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,304 shares; 2025Q2: 1,242 shares; 2025Q3: 1,325 shares; 2025Q4: 1,489 shares; 2026Q1: 1,409 shares; 2026Q2: 1,425 shares 1,425 $351K 0.05% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,712 shares; 2025Q3: 5,712 shares; 2025Q4: 5,712 shares; 2026Q1: 5,712 shares; 2026Q2: 5,712 shares 5,712 $350K 0.05% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,347 shares 3,347 $345K 0.05% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 9,065 shares; 2026Q2: 9,068 shares 9,068 $341K 0.05% +3 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,354 shares; 2025Q2: 1,110 shares; 2025Q3: 1,108 shares; 2025Q4: 1,156 shares; 2026Q1: 1,082 shares; 2026Q2: 937 shares 937 $339K 0.05% -145 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,878 shares 9,878 $334K 0.04% 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: 692 shares; 2024Q4: 692 shares; 2025Q1: 728 shares; 2025Q2: 698 shares; 2025Q3: 716 shares; 2025Q4: 731 shares; 2026Q1: 638 shares; 2026Q2: 647 shares 647 $330K 0.04% +9 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: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 3,537 shares; 2025Q4: 6,136 shares; 2026Q1: 6,262 shares; 2026Q2: 6,136 shares 6,136 $326K 0.04% -126 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,684 shares; 2025Q2: 5,684 shares; 2025Q3: 5,684 shares; 2025Q4: 5,684 shares; 2026Q1: 5,684 shares; 2026Q2: 5,684 shares 5,684 $313K 0.04% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,825 shares; 2025Q2: 15,560 shares; 2025Q3: 15,710 shares; 2025Q4: 15,736 shares; 2026Q1: 15,797 shares; 2026Q2: 15,857 shares 15,857 $310K 0.04% +60 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: 3,045 shares; 2025Q3: 3,058 shares; 2025Q4: 2,655 shares; 2026Q1: 1,025 shares; 2026Q2: 268 shares 268 $309K 0.04% -757 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,521 shares; 2026Q2: 5,403 shares 5,403 $305K 0.04% +882 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $302K 0.04% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,088 shares; 2024Q4: 11,088 shares; 2025Q1: 10,341 shares; 2025Q2: 10,341 shares; 2025Q3: 10,341 shares; 2025Q4: 7,731 shares; 2026Q1: 7,731 shares; 2026Q2: 7,150 shares 7,150 $299K 0.04% -581 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $298K 0.04% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 3,726 shares; 2025Q1: 3,741 shares; 2025Q2: 3,757 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares; 2026Q2: 3,771 shares 3,771 $296K 0.04% 0 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: 2,983 shares; 2026Q1: 2,983 shares; 2026Q2: 3,314 shares 3,314 $296K 0.04% +331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,833 shares; 2026Q2: 2,833 shares 2,833 $291K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 1,486 shares; 2026Q1: 694 shares; 2026Q2: 763 shares 763 $288K 0.04% +69 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: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,299 shares; 2025Q2: 2,920 shares; 2025Q3: not reported; 2025Q4: 3,847 shares; 2026Q1: 3,490 shares; 2026Q2: 3,504 shares 3,504 $285K 0.04% +14 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: 3,322 shares; 2024Q4: 3,322 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares; 2025Q4: 3,322 shares; 2026Q1: 3,322 shares; 2026Q2: 3,322 shares 3,322 $284K 0.04% 0 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: 1,039 shares; 2024Q4: 1,039 shares; 2025Q1: 1,045 shares; 2025Q2: 1,046 shares; 2025Q3: 1,085 shares; 2025Q4: 1,084 shares; 2026Q1: 996 shares; 2026Q2: 994 shares 994 $280K 0.04% -2 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,874 shares; 2024Q4: 6,874 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 6,538 shares; 2026Q2: 6,538 shares 6,538 $271K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET 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: 2,050 shares; 2026Q1: 2,034 shares; 2026Q2: 2,036 shares 2,036 $266K 0.04% +2 Timeline BBUS 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: not reported; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,947 shares; 2026Q1: 1,947 shares; 2026Q2: 1,947 shares 1,947 $262K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 626 shares; 2025Q4: 627 shares; 2026Q1: 723 shares; 2026Q2: 706 shares 706 $261K 0.04% -17 Timeline RFV 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $261K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,808 shares; 2025Q1: 1,821 shares; 2025Q2: 1,805 shares; 2025Q3: 1,771 shares; 2025Q4: 1,789 shares; 2026Q1: 1,730 shares; 2026Q2: 1,611 shares 1,611 $261K 0.04% -119 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: 243 shares; 2024Q4: 243 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares; 2026Q1: not reported; 2026Q2: 217 shares 217 $260K 0.04% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 8,067 shares 8,067 $256K 0.03% -933 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,004 shares; 2025Q3: 1,010 shares; 2025Q4: not reported; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $255K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 717 shares; 2026Q2: 713 shares 713 $241K 0.03% -4 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $240K 0.03% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,451 shares; 2024Q4: 20,451 shares; 2025Q1: 17,985 shares; 2025Q2: 4,892 shares; 2025Q3: 4,580 shares; 2025Q4: 4,514 shares; 2026Q1: 4,487 shares; 2026Q2: 4,037 shares 4,037 $234K 0.03% -450 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,427 shares; 2025Q3: 5,099 shares; 2025Q4: 5,021 shares; 2026Q1: 4,997 shares; 2026Q2: 4,796 shares 4,796 $229K 0.03% -201 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $228K 0.03% 0 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: 11,861 shares; 2024Q4: 11,861 shares; 2025Q1: 11,906 shares; 2025Q2: 12,433 shares; 2025Q3: 11,830 shares; 2025Q4: 11,706 shares; 2026Q1: 9,881 shares; 2026Q2: 9,470 shares 9,470 $228K 0.03% -411 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: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,318 shares; 2026Q1: 3,316 shares; 2026Q2: 3,302 shares 3,302 $225K 0.03% -14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $225K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194 shares 194 $220K 0.03% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $219K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,494 shares 1,494 $218K 0.03% new 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: 16,908 shares; 2024Q4: 16,908 shares; 2025Q1: 15,775 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,546 shares 1,546 $216K 0.03% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,296 shares; 2024Q4: 7,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares; 2026Q1: 7,601 shares; 2026Q2: 7,881 shares 7,881 $214K 0.03% +280 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,114 shares; 2024Q4: 6,114 shares; 2025Q1: 6,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,728 shares 3,728 $214K 0.03% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,240 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $203K 0.03% 0 Timeline IYF 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: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: not reported; 2026Q2: 1,593 shares 1,593 $203K 0.03% new Timeline WNC WABASH NATL CORP More: the full row for WABASH NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,176 shares; 2025Q2: 12,176 shares; 2025Q3: 12,176 shares; 2025Q4: 12,176 shares; 2026Q1: 12,176 shares; 2026Q2: 12,176 shares 12,176 $164K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,506 shares; 2026Q2: 10,563 shares 10,563 $99.2K 0.01% +57 Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS 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: 52,014 shares; 2025Q3: 52,014 shares; 2025Q4: 52,014 shares; 2026Q1: 52,014 shares; 2026Q2: 52,014 shares 52,014 $39.6K 0.01% 0 Timeline BNCWW BNB STANDARD CORP More: the full row for BNB STANDARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,400 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $370 <0.01% 0 Timeline