SMH 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: 71,251 shares; 2024Q4: 76,197 shares; 2025Q1: 66,720 shares; 2025Q2: 65,820 shares; 2025Q3: 68,253 shares; 2025Q4: 70,504 shares; 2026Q1: 61,157 shares; 2026Q2: 48,055 shares 48,055 $31.5M 5.65% -13,102 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: 84,692 shares; 2024Q4: 74,034 shares; 2025Q1: 74,594 shares; 2025Q2: 76,340 shares; 2025Q3: 74,302 shares; 2025Q4: 74,284 shares; 2026Q1: 69,811 shares; 2026Q2: 63,161 shares 63,161 $22.6M 4.05% -6,650 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: 108,128 shares; 2024Q4: 98,311 shares; 2025Q1: 79,724 shares; 2025Q2: 61,436 shares; 2025Q3: 63,264 shares; 2025Q4: 63,491 shares; 2026Q1: 61,876 shares; 2026Q2: 58,520 shares 58,520 $22.1M 3.96% -3,356 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: 77,719 shares; 2024Q4: 71,283 shares; 2025Q1: 70,712 shares; 2025Q2: 70,213 shares; 2025Q3: 68,424 shares; 2025Q4: 71,895 shares; 2026Q1: 68,690 shares; 2026Q2: 67,058 shares 67,058 $19.4M 3.48% -1,632 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,328 shares; 2026Q2: 14,628 shares 14,628 $16.9M 3.03% +4,300 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: 177,552 shares; 2024Q4: 171,192 shares; 2025Q1: 156,511 shares; 2025Q2: 154,670 shares; 2025Q3: 150,289 shares; 2025Q4: 149,772 shares; 2026Q1: 146,839 shares; 2026Q2: 147,846 shares 147,846 $16.7M 3% +1,007 Timeline AVUV 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: 166,157 shares; 2024Q4: 145,179 shares; 2025Q1: 38,057 shares; 2025Q2: 65,453 shares; 2025Q3: 117,124 shares; 2025Q4: 118,231 shares; 2026Q1: 115,562 shares; 2026Q2: 121,018 shares 121,018 $15.1M 2.71% +5,456 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: 51,564 shares; 2024Q4: 50,691 shares; 2025Q1: 44,130 shares; 2025Q2: 37,445 shares; 2025Q3: 36,972 shares; 2025Q4: 38,394 shares; 2026Q1: 39,101 shares; 2026Q2: 40,255 shares 40,255 $15M 2.69% +1,154 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: 77,917 shares; 2024Q4: 70,845 shares; 2025Q1: 70,793 shares; 2025Q2: 68,321 shares; 2025Q3: 61,902 shares; 2025Q4: 65,719 shares; 2026Q1: 62,372 shares; 2026Q2: 72,622 shares 72,622 $14.5M 2.6% +10,250 Timeline XAR 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: 12,787 shares; 2024Q4: 32,584 shares; 2025Q1: 35,475 shares; 2025Q2: 50,603 shares; 2025Q3: 50,199 shares; 2025Q4: 49,918 shares; 2026Q1: 49,364 shares; 2026Q2: 50,425 shares 50,425 $14.3M 2.57% +1,061 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: 44,801 shares; 2024Q4: 41,266 shares; 2025Q1: 39,561 shares; 2025Q2: 39,738 shares; 2025Q3: 38,512 shares; 2025Q4: 38,715 shares; 2026Q1: 40,697 shares; 2026Q2: 41,979 shares 41,979 $13.7M 2.46% +1,282 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: 84,568 shares; 2024Q4: 76,213 shares; 2025Q1: 52,693 shares; 2025Q2: 52,820 shares; 2025Q3: 51,878 shares; 2025Q4: 54,294 shares; 2026Q1: 55,423 shares; 2026Q2: 56,824 shares 56,824 $13.5M 2.43% +1,401 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,237 shares; 2025Q4: 52,588 shares; 2026Q1: 67,149 shares; 2026Q2: 70,308 shares 70,308 $13.5M 2.42% +3,159 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,723 shares; 2024Q4: 326,332 shares; 2025Q1: 258,812 shares; 2025Q2: 187,331 shares; 2025Q3: 194,928 shares; 2025Q4: 197,040 shares; 2026Q1: 201,866 shares; 2026Q2: 253,160 shares 253,160 $13.5M 2.41% +51,294 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,720 shares; 2024Q4: 69,032 shares; 2025Q1: 136,787 shares; 2025Q2: 154,795 shares; 2025Q3: 158,238 shares; 2025Q4: 167,118 shares; 2026Q1: 197,015 shares; 2026Q2: 279,670 shares 279,670 $12.6M 2.26% +82,655 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,744 shares; 2024Q4: 32,225 shares; 2025Q1: 53,892 shares; 2025Q2: 53,909 shares; 2025Q3: 52,994 shares; 2025Q4: 53,123 shares; 2026Q1: 53,926 shares; 2026Q2: 55,045 shares 55,045 $12.5M 2.24% +1,119 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,369 shares; 2024Q4: 57,504 shares; 2025Q1: 90,558 shares; 2025Q2: 117,310 shares; 2025Q3: 124,980 shares; 2025Q4: 123,632 shares; 2026Q1: 139,686 shares; 2026Q2: 236,757 shares 236,757 $12M 2.14% +97,071 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,992 shares; 2025Q1: 16,112 shares; 2025Q2: 13,911 shares; 2025Q3: 13,452 shares; 2025Q4: 13,777 shares; 2026Q1: 13,941 shares; 2026Q2: 14,345 shares 14,345 $11.9M 2.13% +404 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: 62,281 shares; 2024Q4: 58,348 shares; 2025Q1: 79,910 shares; 2025Q2: 77,544 shares; 2025Q3: 75,855 shares; 2025Q4: 149,753 shares; 2026Q1: 214,686 shares; 2026Q2: 215,021 shares 215,021 $11.4M 2.05% +335 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,897 shares; 2024Q4: 92,295 shares; 2025Q1: 103,925 shares; 2025Q2: 81,539 shares; 2025Q3: 59,399 shares; 2025Q4: 61,458 shares; 2026Q1: 66,215 shares; 2026Q2: 69,416 shares 69,416 $11M 1.97% +3,201 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323,816 shares; 2025Q4: 334,449 shares; 2026Q1: 385,406 shares; 2026Q2: 408,065 shares 408,065 $10.8M 1.94% +22,659 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,604 shares; 2024Q4: 25,899 shares; 2025Q1: 18,476 shares; 2025Q2: 31,147 shares; 2025Q3: 31,510 shares; 2025Q4: 62,811 shares; 2026Q1: 57,835 shares; 2026Q2: 56,083 shares 56,083 $10.7M 1.92% -1,752 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: 77,735 shares; 2024Q4: 92,472 shares; 2025Q1: 98,477 shares; 2025Q2: 98,247 shares; 2025Q3: 97,406 shares; 2025Q4: 98,767 shares; 2026Q1: 59,710 shares; 2026Q2: 58,167 shares 58,167 $10.2M 1.83% -1,543 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: 14,604 shares; 2024Q4: 22,625 shares; 2025Q1: 29,484 shares; 2025Q2: 17,680 shares; 2025Q3: 17,206 shares; 2025Q4: 19,825 shares; 2026Q1: 22,347 shares; 2026Q2: 23,805 shares 23,805 $10.1M 1.82% +1,458 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,120 shares; 2024Q4: 21,196 shares; 2025Q1: 21,048 shares; 2025Q2: 21,574 shares; 2025Q3: 21,146 shares; 2025Q4: 21,247 shares; 2026Q1: 21,985 shares; 2026Q2: 23,054 shares 23,054 $8.17M 1.46% +1,069 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,892 shares; 2025Q2: 6,191 shares; 2025Q3: 6,423 shares; 2025Q4: 6,587 shares; 2026Q1: 7,377 shares; 2026Q2: 7,777 shares 7,777 $7.87M 1.41% +400 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: 65,001 shares; 2024Q4: 62,844 shares; 2025Q1: 68,341 shares; 2025Q2: 91,467 shares; 2025Q3: 89,110 shares; 2025Q4: 89,720 shares; 2026Q1: 88,923 shares; 2026Q2: 88,192 shares 88,192 $7.17M 1.28% -731 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,683 shares; 2025Q2: 19,876 shares; 2025Q3: 20,189 shares; 2025Q4: 20,389 shares; 2026Q1: 27,610 shares; 2026Q2: 27,126 shares 27,126 $6.74M 1.21% -484 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: 40,025 shares; 2024Q4: 39,725 shares; 2025Q1: 42,998 shares; 2025Q2: 50,617 shares; 2025Q3: 46,886 shares; 2025Q4: 42,331 shares; 2026Q1: 43,660 shares; 2026Q2: 44,135 shares 44,135 $6.47M 1.16% +475 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 120,059 shares; 2026Q2: 125,714 shares 125,714 $6.45M 1.16% +5,655 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: 15,051 shares; 2024Q4: 12,633 shares; 2025Q1: 12,787 shares; 2025Q2: 12,737 shares; 2025Q3: 12,724 shares; 2025Q4: 13,332 shares; 2026Q1: 13,104 shares; 2026Q2: 13,388 shares 13,388 $6.39M 1.15% +284 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,248 shares; 2026Q2: 68,788 shares 68,788 $6.33M 1.13% +2,540 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 4,283 shares; 2025Q1: 4,812 shares; 2025Q2: 5,945 shares; 2025Q3: 5,919 shares; 2025Q4: 6,224 shares; 2026Q1: 5,302 shares; 2026Q2: 5,151 shares 5,151 $6.05M 1.08% -151 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: 5,628 shares; 2024Q4: 6,747 shares; 2025Q1: 6,677 shares; 2025Q2: 6,577 shares; 2025Q3: 6,183 shares; 2025Q4: 5,997 shares; 2026Q1: 59,124 shares; 2026Q2: 76,119 shares 76,119 $5.75M 1.03% +16,995 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,622 shares; 2025Q3: 32,954 shares; 2025Q4: 31,382 shares; 2026Q1: 34,418 shares; 2026Q2: 36,369 shares 36,369 $5.33M 0.96% +1,951 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,053 shares; 2026Q2: 44,421 shares 44,421 $4.86M 0.87% +24,368 Timeline CIBR 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: 32,891 shares; 2024Q4: 43,122 shares; 2025Q1: 44,563 shares; 2025Q2: 90,881 shares; 2025Q3: 88,498 shares; 2025Q4: 86,506 shares; 2026Q1: 51,076 shares; 2026Q2: 49,600 shares 49,600 $4.46M 0.8% -1,476 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: 10,253 shares; 2024Q4: 9,751 shares; 2025Q1: 9,111 shares; 2025Q2: 10,294 shares; 2025Q3: 10,800 shares; 2025Q4: 12,010 shares; 2026Q1: 11,682 shares; 2026Q2: 12,218 shares 12,218 $4.19M 0.75% +536 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,557 shares; 2024Q4: 3,179 shares; 2025Q1: 3,972 shares; 2025Q2: 5,173 shares; 2025Q3: 5,224 shares; 2025Q4: 5,081 shares; 2026Q1: 4,961 shares; 2026Q2: 20,412 shares 20,412 $3.89M 0.7% +15,451 Timeline XTRE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,399 shares; 2026Q2: 77,413 shares 77,413 $3.8M 0.68% +3,014 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 18,010 shares; 2025Q1: 20,468 shares; 2025Q2: 27,849 shares; 2025Q3: 28,974 shares; 2025Q4: 29,850 shares; 2026Q1: 31,343 shares; 2026Q2: 32,459 shares 32,459 $3.79M 0.68% +1,116 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,503 shares 17,503 $3.72M 0.67% new Timeline XFIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,400 shares; 2026Q2: 75,634 shares 75,634 $3.68M 0.66% +6,234 Timeline XLU 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: 24,373 shares; 2024Q4: 22,857 shares; 2025Q1: 22,860 shares; 2025Q2: 31,453 shares; 2025Q3: 31,449 shares; 2025Q4: 80,668 shares; 2026Q1: 79,740 shares; 2026Q2: 79,426 shares 79,426 $3.6M 0.65% -314 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,992 shares; 2026Q2: 37,134 shares 37,134 $3.51M 0.63% +142 Timeline XSVN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,732 shares; 2026Q2: 71,907 shares 71,907 $3.4M 0.61% -6,825 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,293 shares; 2026Q2: 9,174 shares 9,174 $3.07M 0.55% +881 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: 13,164 shares; 2024Q4: 9,986 shares; 2025Q1: 7,716 shares; 2025Q2: 4,603 shares; 2025Q3: 4,997 shares; 2025Q4: 5,636 shares; 2026Q1: 4,500 shares; 2026Q2: 35,533 shares 35,533 $3.06M 0.55% +31,033 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 3,418 shares; 2025Q1: 3,456 shares; 2025Q2: 3,619 shares; 2025Q3: 3,637 shares; 2025Q4: 3,751 shares; 2026Q1: 5,144 shares; 2026Q2: 5,347 shares 5,347 $3M 0.54% +203 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3,592 shares; 2025Q1: 3,603 shares; 2025Q2: 3,679 shares; 2025Q3: 3,779 shares; 2025Q4: 38,429 shares; 2026Q1: 41,722 shares; 2026Q2: 41,339 shares 41,339 $2.95M 0.53% -383 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,298 shares; 2025Q3: 18,704 shares; 2025Q4: 20,410 shares; 2026Q1: 27,381 shares; 2026Q2: 28,526 shares 28,526 $2.86M 0.51% +1,145 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,377 shares; 2025Q4: 13,885 shares; 2026Q1: 15,878 shares; 2026Q2: 16,655 shares 16,655 $2.83M 0.51% +777 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: 3,517 shares; 2024Q4: 3,623 shares; 2025Q1: 3,913 shares; 2025Q2: 4,044 shares; 2025Q3: 4,162 shares; 2025Q4: 4,426 shares; 2026Q1: 4,619 shares; 2026Q2: 4,972 shares 4,972 $2.8M 0.5% +353 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,840 shares; 2025Q4: 7,171 shares; 2026Q1: 6,981 shares; 2026Q2: 7,372 shares 7,372 $2.76M 0.49% +391 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,495 shares; 2025Q3: 1,676 shares; 2025Q4: 2,119 shares; 2026Q1: 2,500 shares; 2026Q2: 2,683 shares 2,683 $2.49M 0.45% +183 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,793 shares; 2024Q4: 6,606 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,386 shares; 2025Q4: 2,494 shares; 2026Q1: 2,438 shares; 2026Q2: 5,882 shares 5,882 $2.47M 0.44% +3,444 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758,360 shares; 2025Q3: 744,071 shares; 2025Q4: 731,326 shares; 2026Q1: 130,352 shares; 2026Q2: 125,088 shares 125,088 $2.45M 0.44% -5,264 Timeline XLC 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: 51,713 shares; 2024Q4: 36,247 shares; 2025Q1: 39,288 shares; 2025Q2: 24,812 shares; 2025Q3: 25,044 shares; 2025Q4: 23,816 shares; 2026Q1: 22,899 shares; 2026Q2: 22,567 shares 22,567 $2.42M 0.43% -332 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,303 shares; 2025Q3: 3,368 shares; 2025Q4: 3,587 shares; 2026Q1: 4,266 shares; 2026Q2: 4,868 shares 4,868 $2.41M 0.43% +602 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: not reported; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 7,521 shares; 2025Q3: 7,822 shares; 2025Q4: 8,832 shares; 2026Q1: 8,243 shares; 2026Q2: 8,306 shares 8,306 $2.34M 0.42% +63 Timeline FMAY 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: 206,912 shares; 2024Q4: 198,795 shares; 2025Q1: 163,706 shares; 2025Q2: 70,624 shares; 2025Q3: 61,332 shares; 2025Q4: 57,982 shares; 2026Q1: 51,311 shares; 2026Q2: 41,490 shares 41,490 $2.33M 0.42% -9,821 Timeline XBI 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: 5,042 shares; 2026Q1: 13,858 shares; 2026Q2: 14,614 shares 14,614 $2.31M 0.41% +756 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: not reported; 2024Q4: 121,970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,731 shares 16,731 $2.23M 0.4% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,504 shares; 2026Q2: 15,900 shares 15,900 $2.22M 0.4% +4,396 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,524 shares; 2025Q2: 8,740 shares; 2025Q3: 8,828 shares; 2025Q4: 9,574 shares; 2026Q1: 12,222 shares; 2026Q2: 13,611 shares 13,611 $2.16M 0.39% +1,389 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,452 shares; 2025Q2: 2,379 shares; 2025Q3: 2,388 shares; 2025Q4: 2,871 shares; 2026Q1: 4,019 shares; 2026Q2: 4,121 shares 4,121 $2.16M 0.39% +102 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: 16,680 shares; 2026Q1: 16,549 shares; 2026Q2: 21,289 shares 21,289 $2.05M 0.37% +4,740 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,532 shares; 2026Q2: 177,869 shares 177,869 $1.94M 0.35% +91,337 Timeline KCE 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: 12,119 shares; 2025Q2: 11,910 shares; 2025Q3: 11,738 shares; 2025Q4: 20,199 shares; 2026Q1: 12,841 shares; 2026Q2: 12,919 shares 12,919 $1.9M 0.34% +78 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,535 shares; 2026Q1: 7,092 shares; 2026Q2: 7,428 shares 7,428 $1.55M 0.28% +336 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,115 shares; 2025Q4: 2,957 shares; 2026Q1: 4,925 shares; 2026Q2: 5,082 shares 5,082 $1.45M 0.26% +157 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: 2,796 shares; 2024Q4: 2,789 shares; 2025Q1: 2,559 shares; 2025Q2: 2,560 shares; 2025Q3: 2,540 shares; 2025Q4: 2,522 shares; 2026Q1: 2,509 shares; 2026Q2: 2,595 shares 2,595 $1.3M 0.23% +86 Timeline COPX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,352 shares; 2026Q2: 16,538 shares 16,538 $1.27M 0.23% +186 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: 1,372 shares; 2024Q4: 1,616 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,455 shares; 2025Q4: 1,912 shares; 2026Q1: 1,830 shares; 2026Q2: 1,620 shares 1,620 $1.19M 0.21% -210 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,298 shares; 2026Q2: 11,793 shares 11,793 $1.16M 0.21% +3,495 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,770 shares; 2026Q2: 19,738 shares 19,738 $1.15M 0.21% -32 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,025 shares; 2024Q4: 28,185 shares; 2025Q1: 28,769 shares; 2025Q2: 9,904 shares; 2025Q3: 9,826 shares; 2025Q4: 10,697 shares; 2026Q1: 10,492 shares; 2026Q2: 10,871 shares 10,871 $1.1M 0.2% +379 Timeline KBWB 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: 19,130 shares; 2025Q2: 18,716 shares; 2025Q3: 25,903 shares; 2025Q4: 27,624 shares; 2026Q1: 11,806 shares; 2026Q2: 11,616 shares 11,616 $1.08M 0.19% -190 Timeline CATH 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: 11,862 shares; 2024Q4: 11,662 shares; 2025Q1: 11,662 shares; 2025Q2: 11,662 shares; 2025Q3: 11,662 shares; 2025Q4: 11,662 shares; 2026Q1: 11,662 shares; 2026Q2: 11,662 shares 11,662 $1.03M 0.19% 0 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: 16,676 shares; 2024Q4: 1,860 shares; 2025Q1: 825 shares; 2025Q2: 709 shares; 2025Q3: 663 shares; 2025Q4: 675 shares; 2026Q1: 673 shares; 2026Q2: 858 shares 858 $1.03M 0.18% +185 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866 $854K 0.15% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,265 shares; 2024Q4: 11,265 shares; 2025Q1: 11,265 shares; 2025Q2: 11,265 shares; 2025Q3: 10,765 shares; 2025Q4: 11,095 shares; 2026Q1: 11,095 shares; 2026Q2: 11,095 shares 11,095 $837K 0.15% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,804 shares 7,804 $793K 0.14% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 1,013 shares; 2026Q2: 1,349 shares 1,349 $784K 0.14% +336 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,256 shares; 2024Q4: 7,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,386 shares; 2025Q4: 31,896 shares; 2026Q1: 28,975 shares; 2026Q2: 13,093 shares 13,093 $755K 0.14% -15,882 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: 406 shares; 2024Q4: 478 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 918 shares; 2026Q2: 916 shares 916 $684K 0.12% -2 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $684K 0.12% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,147 shares; 2026Q2: 10,504 shares 10,504 $619K 0.11% +2,357 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,805 shares; 2024Q4: 5,805 shares; 2025Q1: 5,805 shares; 2025Q2: 5,805 shares; 2025Q3: 5,805 shares; 2025Q4: 5,805 shares; 2026Q1: 5,805 shares; 2026Q2: 5,876 shares 5,876 $542K 0.1% +71 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: 10,400 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 5,997 shares; 2025Q4: 6,589 shares; 2026Q1: 10,569 shares; 2026Q2: 14,696 shares 14,696 $537K 0.1% +4,127 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 9,709 shares; 2025Q4: 12,054 shares; 2026Q1: 10,821 shares; 2026Q2: 5,004 shares 5,004 $503K 0.09% -5,817 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,077 shares; 2025Q4: 24,218 shares; 2026Q1: 20,696 shares; 2026Q2: 9,906 shares 9,906 $501K 0.09% -10,790 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,492 shares; 2026Q1: 2,570 shares; 2026Q2: 2,671 shares 2,671 $442K 0.08% +101 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: 4,658 shares; 2024Q4: 4,658 shares; 2025Q1: 3,490 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares; 2026Q2: 3,136 shares 3,136 $429K 0.08% +5 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: 6,620 shares; 2024Q4: 5,077 shares; 2025Q1: 4,114 shares; 2025Q2: 3,443 shares; 2025Q3: 3,599 shares; 2025Q4: 3,499 shares; 2026Q1: 2,934 shares; 2026Q2: 3,222 shares 3,222 $413K 0.07% +288 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 414 shares; 2026Q2: 3,312 shares 3,312 $396K 0.07% +2,898 Timeline DTCR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,607 shares; 2026Q2: 12,834 shares 12,834 $390K 0.07% +2,227 Timeline OMFL 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: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,945 shares; 2025Q2: 5,945 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares; 2026Q1: 5,525 shares; 2026Q2: 5,525 shares 5,525 $379K 0.07% 0 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,287 shares; 2025Q4: 18,460 shares; 2026Q1: 14,801 shares; 2026Q2: 7,605 shares 7,605 $378K 0.07% -7,196 Timeline DFCA 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: 15,409 shares; 2025Q4: 18,288 shares; 2026Q1: 14,570 shares; 2026Q2: 7,495 shares 7,495 $376K 0.07% -7,075 Timeline FDL 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: 7,550 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares; 2026Q2: 7,550 shares 7,550 $367K 0.07% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,004 shares; 2025Q4: 4,178 shares; 2026Q1: 5,698 shares; 2026Q2: 5,952 shares 5,952 $336K 0.06% +254 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 889 shares; 2025Q1: 811 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 795 shares 795 $316K 0.06% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,260 shares; 2025Q4: not reported; 2026Q1: 851 shares; 2026Q2: 897 shares 897 $308K 0.06% +46 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 202 shares; 2025Q3: not reported; 2025Q4: 321 shares; 2026Q1: 321 shares; 2026Q2: 322 shares 322 $301K 0.05% +1 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,117 shares 10,117 $297K 0.05% 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: 3,170 shares; 2024Q4: 9,075 shares; 2025Q1: 9,075 shares; 2025Q2: 9,075 shares; 2025Q3: 9,075 shares; 2025Q4: 11,286 shares; 2026Q1: 9,075 shares; 2026Q2: 9,075 shares 9,075 $288K 0.05% 0 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $278K 0.05% 0 Timeline AVGE 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: 4,028 shares; 2024Q4: 4,234 shares; 2025Q1: 3,939 shares; 2025Q2: 3,009 shares; 2025Q3: 3,036 shares; 2025Q4: 2,914 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares 2,744 $272K 0.05% 0 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,555 shares; 2026Q2: 11,709 shares 11,709 $249K 0.04% +1,154 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 992 shares; 2026Q2: 992 shares 992 $240K 0.04% 0 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: 4,665 shares; 2024Q4: 4,765 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 3,775 shares; 2025Q4: 3,823 shares; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $235K 0.04% 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: 78,874 shares; 2024Q4: 9,478 shares; 2025Q1: 3,108 shares; 2025Q2: 2,714 shares; 2025Q3: 2,497 shares; 2025Q4: 1,651 shares; 2026Q1: 1,433 shares; 2026Q2: 1,236 shares 1,236 $229K 0.04% -197 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,281 shares 4,281 $229K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,704 shares 1,704 $216K 0.04% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $212K 0.04% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 759 shares; 2026Q1: 368 shares; 2026Q2: 308 shares 308 $211K 0.04% -60 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: not reported; 2026Q2: 2,517 shares 2,517 $208K 0.04% new Timeline