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: 44,566 shares; 2024Q4: 89,190 shares; 2025Q1: 44,446 shares; 2025Q2: 44,230 shares; 2025Q3: 44,528 shares; 2025Q4: 45,164 shares; 2026Q1: 44,594 shares; 2026Q2: 45,058 shares 45,058 $22.5M 15.79% +464 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: 51,159 shares; 2024Q4: 102,382 shares; 2025Q1: 53,757 shares; 2025Q2: 51,622 shares; 2025Q3: 49,326 shares; 2025Q4: 49,868 shares; 2026Q1: 44,919 shares; 2026Q2: 45,978 shares 45,978 $9.2M 6.44% +1,059 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: 17,247 shares; 2024Q4: 31,496 shares; 2025Q1: 17,264 shares; 2025Q2: 17,077 shares; 2025Q3: 16,736 shares; 2025Q4: 17,288 shares; 2026Q1: 17,311 shares; 2026Q2: 18,004 shares 18,004 $7.57M 5.3% +693 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: 27,601 shares; 2024Q4: 53,264 shares; 2025Q1: 26,493 shares; 2025Q2: 26,484 shares; 2025Q3: 25,911 shares; 2025Q4: 26,068 shares; 2026Q1: 25,812 shares; 2026Q2: 26,121 shares 26,121 $6.63M 4.65% +309 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: 22,270 shares; 2024Q4: 44,007 shares; 2025Q1: 21,937 shares; 2025Q2: 21,923 shares; 2025Q3: 20,797 shares; 2025Q4: 21,486 shares; 2026Q1: 19,919 shares; 2026Q2: 20,634 shares 20,634 $5.97M 4.18% +715 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,504 shares; 2025Q1: 19,103 shares; 2025Q2: 16,960 shares; 2025Q3: 16,306 shares; 2025Q4: 16,470 shares; 2026Q1: 13,565 shares; 2026Q2: 13,624 shares 13,624 $5.9M 4.14% +59 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: 26,107 shares; 2024Q4: 50,714 shares; 2025Q1: 24,681 shares; 2025Q2: 24,555 shares; 2025Q3: 23,083 shares; 2025Q4: 24,608 shares; 2026Q1: 23,408 shares; 2026Q2: 24,189 shares 24,189 $5.77M 4.04% +781 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: 17,158 shares; 2024Q4: 33,816 shares; 2025Q1: 16,544 shares; 2025Q2: 16,256 shares; 2025Q3: 15,589 shares; 2025Q4: 14,673 shares; 2026Q1: 13,896 shares; 2026Q2: 13,839 shares 13,839 $4.95M 3.46% -57 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,582 shares; 2024Q4: 27,004 shares; 2025Q1: 13,495 shares; 2025Q2: 13,520 shares; 2025Q3: 13,469 shares; 2025Q4: 13,470 shares; 2026Q1: 13,260 shares; 2026Q2: 12,708 shares 12,708 $4.49M 3.14% -552 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: 8,166 shares; 2024Q4: 16,362 shares; 2025Q1: 8,399 shares; 2025Q2: 8,313 shares; 2025Q3: 8,129 shares; 2025Q4: 8,725 shares; 2026Q1: 8,124 shares; 2026Q2: 8,928 shares 8,928 $3.33M 2.33% +804 Timeline ACYN 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: 150,099 shares 150,099 $3.12M 2.19% new 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: 104,027 shares; 2024Q4: 204,702 shares; 2025Q1: 98,321 shares; 2025Q2: 95,008 shares; 2025Q3: 89,759 shares; 2025Q4: 92,406 shares; 2026Q1: 92,509 shares; 2026Q2: 96,018 shares 96,018 $3.06M 2.14% +3,509 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: 28,504 shares; 2024Q4: 170,504 shares; 2025Q1: 84,557 shares; 2025Q2: 84,326 shares; 2025Q3: 76,037 shares; 2025Q4: 90,635 shares; 2026Q1: 86,705 shares; 2026Q2: 88,500 shares 88,500 $2.81M 1.97% +1,795 Timeline MOAT 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: 29,846 shares; 2024Q4: 58,160 shares; 2025Q1: 28,419 shares; 2025Q2: 27,983 shares; 2025Q3: 23,851 shares; 2025Q4: 25,390 shares; 2026Q1: 21,971 shares; 2026Q2: 24,413 shares 24,413 $2.54M 1.78% +2,442 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,704 shares; 2024Q4: 8,582 shares; 2025Q1: 4,251 shares; 2025Q2: 4,220 shares; 2025Q3: 4,203 shares; 2025Q4: 4,201 shares; 2026Q1: 4,191 shares; 2026Q2: 24,859 shares 24,859 $2.14M 1.5% +20,668 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,985 shares; 2024Q4: 29,060 shares; 2025Q1: 13,215 shares; 2025Q2: 14,813 shares; 2025Q3: 13,136 shares; 2025Q4: 17,165 shares; 2026Q1: 16,638 shares; 2026Q2: 17,369 shares 17,369 $2.04M 1.43% +731 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,915 shares; 2024Q4: 3,830 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $1.9M 1.33% 0 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: 4,016 shares; 2024Q4: 7,614 shares; 2025Q1: 3,937 shares; 2025Q2: 3,862 shares; 2025Q3: 3,149 shares; 2025Q4: 3,227 shares; 2026Q1: 2,913 shares; 2026Q2: 3,257 shares 3,257 $1.89M 1.33% +344 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: 798 shares; 2024Q4: 1,598 shares; 2025Q1: 510 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 504 shares; 2026Q1: 589 shares; 2026Q2: 2,705 shares 2,705 $1.86M 1.3% +2,116 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: 2,880 shares; 2024Q4: 6,534 shares; 2025Q1: 2,692 shares; 2025Q2: 2,426 shares; 2025Q3: 1,988 shares; 2025Q4: 1,827 shares; 2026Q1: 1,697 shares; 2026Q2: 2,335 shares 2,335 $1.74M 1.22% +638 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: 27,459 shares; 2024Q4: 56,166 shares; 2025Q1: 27,756 shares; 2025Q2: 27,219 shares; 2025Q3: 23,137 shares; 2025Q4: 26,890 shares; 2026Q1: 23,130 shares; 2026Q2: 26,384 shares 26,384 $1.64M 1.15% +3,254 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 620 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 599 shares; 2026Q1: 531 shares; 2026Q2: 2,186 shares 2,186 $1.64M 1.15% +1,655 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,097 shares; 2024Q4: 42,364 shares; 2025Q1: 21,362 shares; 2025Q2: 20,638 shares; 2025Q3: 22,933 shares; 2025Q4: 35,736 shares; 2026Q1: 32,122 shares; 2026Q2: 36,865 shares 36,865 $1.56M 1.09% +4,743 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 1,626 shares; 2025Q1: 805 shares; 2025Q2: 747 shares; 2025Q3: 698 shares; 2025Q4: 770 shares; 2026Q1: 780 shares; 2026Q2: 891 shares 891 $1.51M 1.06% +111 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: 6,278 shares; 2024Q4: 12,201 shares; 2025Q1: 5,360 shares; 2025Q2: 4,558 shares; 2025Q3: 4,189 shares; 2025Q4: 4,379 shares; 2026Q1: 4,099 shares; 2026Q2: 4,358 shares 4,358 $1.5M 1.05% +259 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 7,640 shares; 2025Q1: 4,085 shares; 2025Q2: 4,075 shares; 2025Q3: 3,828 shares; 2025Q4: 3,872 shares; 2026Q1: 3,820 shares; 2026Q2: 3,780 shares 3,780 $1.43M 1% -40 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,007 shares 36,007 $1.23M 0.86% new 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: 2,637 shares; 2024Q4: 6,578 shares; 2025Q1: 3,542 shares; 2025Q2: 3,984 shares; 2025Q3: 3,995 shares; 2025Q4: 3,515 shares; 2026Q1: 3,110 shares; 2026Q2: 3,365 shares 3,365 $1.22M 0.85% +255 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 56,959 shares; 2026Q2: 72,817 shares 72,817 $1.22M 0.85% +15,858 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: 2,486 shares; 2024Q4: 4,852 shares; 2025Q1: 2,165 shares; 2025Q2: 2,155 shares; 2025Q3: 2,158 shares; 2025Q4: 3,003 shares; 2026Q1: 2,854 shares; 2026Q2: 3,189 shares 3,189 $1.12M 0.79% +335 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,740 shares; 2024Q4: 47,488 shares; 2025Q1: 23,744 shares; 2025Q2: 23,684 shares; 2025Q3: 23,589 shares; 2025Q4: 23,579 shares; 2026Q1: 23,579 shares; 2026Q2: 23,579 shares 23,579 $1.07M 0.75% 0 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: 456 shares; 2024Q4: 864 shares; 2025Q1: 420 shares; 2025Q2: 498 shares; 2025Q3: 461 shares; 2025Q4: 1,867 shares; 2026Q1: 1,668 shares; 2026Q2: 1,890 shares 1,890 $1.06M 0.75% +222 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,726 shares; 2025Q4: 29,846 shares; 2026Q1: 26,636 shares; 2026Q2: 27,481 shares 27,481 $1.03M 0.72% +845 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: 16,585 shares; 2024Q4: 32,237 shares; 2025Q1: 10,558 shares; 2025Q2: 9,714 shares; 2025Q3: 7,015 shares; 2025Q4: 8,150 shares; 2026Q1: 5,947 shares; 2026Q2: 6,909 shares 6,909 $1.02M 0.72% +962 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 3,758 shares; 2025Q1: 1,801 shares; 2025Q2: 1,741 shares; 2025Q3: 1,723 shares; 2025Q4: 1,690 shares; 2026Q1: 1,968 shares; 2026Q2: 1,989 shares 1,989 $1.02M 0.72% +21 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: 2,376 shares; 2024Q4: 5,053 shares; 2025Q1: 2,094 shares; 2025Q2: 4,991 shares; 2025Q3: 5,818 shares; 2025Q4: 7,275 shares; 2026Q1: 5,865 shares; 2026Q2: 6,466 shares 6,466 $884K 0.62% +601 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: 7,855 shares; 2024Q4: 15,082 shares; 2025Q1: 8,061 shares; 2025Q2: 8,296 shares; 2025Q3: 6,956 shares; 2025Q4: 6,547 shares; 2026Q1: 6,649 shares; 2026Q2: 6,835 shares 6,835 $797K 0.56% +186 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,053 shares; 2024Q4: 65,462 shares; 2025Q1: 32,494 shares; 2025Q2: 30,155 shares; 2025Q3: 26,256 shares; 2025Q4: 27,512 shares; 2026Q1: 22,473 shares; 2026Q2: 24,732 shares 24,732 $772K 0.54% +2,259 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: 20,160 shares; 2025Q1: 16,406 shares; 2025Q2: 18,923 shares; 2025Q3: 17,401 shares; 2025Q4: 19,811 shares; 2026Q1: 15,930 shares; 2026Q2: 13,643 shares 13,643 $771K 0.54% -2,287 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: 968 shares; 2024Q4: 3,898 shares; 2025Q1: 1,989 shares; 2025Q2: 2,176 shares; 2025Q3: 1,957 shares; 2025Q4: 2,172 shares; 2026Q1: 2,508 shares; 2026Q2: 3,097 shares 3,097 $769K 0.54% +589 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,190 shares; 2025Q1: 11,746 shares; 2025Q2: 13,477 shares; 2025Q3: 13,017 shares; 2025Q4: 16,839 shares; 2026Q1: 15,642 shares; 2026Q2: 16,654 shares 16,654 $761K 0.53% +1,012 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: not reported; 2026Q2: 657 shares 657 $758K 0.53% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,305 shares; 2024Q4: 40,305 shares; 2025Q1: 15,770 shares; 2025Q2: 14,333 shares; 2025Q3: 9,737 shares; 2025Q4: 9,555 shares; 2026Q1: 8,352 shares; 2026Q2: 9,247 shares 9,247 $747K 0.52% +895 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,329 shares; 2024Q4: 10,478 shares; 2025Q1: 5,199 shares; 2025Q2: 5,169 shares; 2025Q3: 5,106 shares; 2025Q4: 5,152 shares; 2026Q1: 5,096 shares; 2026Q2: 5,097 shares 5,097 $746K 0.52% +1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,915 shares; 2024Q4: 27,336 shares; 2025Q1: 13,441 shares; 2025Q2: 12,896 shares; 2025Q3: 11,088 shares; 2025Q4: 11,027 shares; 2026Q1: 9,389 shares; 2026Q2: 10,845 shares 10,845 $733K 0.51% +1,456 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: 966 shares; 2024Q4: 1,836 shares; 2025Q1: 849 shares; 2025Q2: 811 shares; 2025Q3: 651 shares; 2025Q4: 880 shares; 2026Q1: 642 shares; 2026Q2: 764 shares 764 $715K 0.5% +122 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 14,391 shares; 2026Q1: 12,453 shares; 2026Q2: 14,848 shares 14,848 $712K 0.5% +2,395 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 3,834 shares; 2025Q1: 1,909 shares; 2025Q2: 1,929 shares; 2025Q3: 1,931 shares; 2025Q4: 1,929 shares; 2026Q1: 1,886 shares; 2026Q2: 2,016 shares 2,016 $682K 0.48% +130 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 6,239 shares; 2026Q2: 7,471 shares 7,471 $602K 0.42% +1,232 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,710 shares; 2025Q3: 8,211 shares; 2025Q4: 12,443 shares; 2026Q1: 10,723 shares; 2026Q2: 14,300 shares 14,300 $574K 0.4% +3,577 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: 15,382 shares; 2024Q4: 23,154 shares; 2025Q1: 9,397 shares; 2025Q2: 14,377 shares; 2025Q3: 14,862 shares; 2025Q4: 25,036 shares; 2026Q1: 19,515 shares; 2026Q2: 22,957 shares 22,957 $553K 0.39% +3,442 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,446 shares; 2025Q1: 14,334 shares; 2025Q2: 15,360 shares; 2025Q3: 14,158 shares; 2025Q4: 14,905 shares; 2026Q1: 10,832 shares; 2026Q2: 9,564 shares 9,564 $531K 0.37% -1,268 Timeline DDFZ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,196 shares 23,196 $450K 0.32% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,605 shares; 2024Q4: 51,260 shares; 2025Q1: 23,400 shares; 2025Q2: 9,375 shares; 2025Q3: 8,465 shares; 2025Q4: 8,885 shares; 2026Q1: 8,295 shares; 2026Q2: 8,295 shares 8,295 $450K 0.31% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,190 shares; 2025Q2: 1,258 shares; 2025Q3: 723 shares; 2025Q4: 425 shares; 2026Q1: 400 shares; 2026Q2: 402 shares 402 $428K 0.3% +2 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 355 shares 355 $426K 0.3% +51 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,495 shares; 2026Q1: 1,438 shares; 2026Q2: 1,574 shares 1,574 $426K 0.3% +136 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,309 shares 14,309 $425K 0.3% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: not reported; 2025Q4: 3,808 shares; 2026Q1: 4,718 shares; 2026Q2: 5,590 shares 5,590 $414K 0.29% +872 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,699 shares; 2025Q3: 3,950 shares; 2025Q4: 5,948 shares; 2026Q1: 5,019 shares; 2026Q2: 6,524 shares 6,524 $401K 0.28% +1,505 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: 3,438 shares; 2024Q4: 6,877 shares; 2025Q1: 3,438 shares; 2025Q2: 3,393 shares; 2025Q3: 3,291 shares; 2025Q4: 3,393 shares; 2026Q1: 3,292 shares; 2026Q2: 3,469 shares 3,469 $393K 0.28% +177 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY 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: 19,162 shares; 2026Q2: 31,239 shares 31,239 $385K 0.27% +12,077 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 3,328 shares; 2026Q1: 2,646 shares; 2026Q2: 2,087 shares 2,087 $375K 0.26% -559 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,351 shares; 2024Q4: 8,702 shares; 2025Q1: 4,351 shares; 2025Q2: 4,351 shares; 2025Q3: 4,351 shares; 2025Q4: 4,351 shares; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares 4,238 $369K 0.26% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE 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: 1,557 shares; 2026Q1: 1,443 shares; 2026Q2: 1,748 shares 1,748 $358K 0.25% +305 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: 25,700 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares; 2026Q2: 10,500 shares 10,500 $355K 0.25% -15,200 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,330 shares; 2026Q2: 3,565 shares 3,565 $355K 0.25% +235 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,217 shares; 2024Q4: 12,428 shares; 2025Q1: 4,391 shares; 2025Q2: 3,490 shares; 2025Q3: 2,240 shares; 2025Q4: 2,797 shares; 2026Q1: 1,865 shares; 2026Q2: 2,415 shares 2,415 $350K 0.25% +550 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,552 shares; 2025Q1: 6,486 shares; 2025Q2: 5,786 shares; 2025Q3: 5,014 shares; 2025Q4: 4,131 shares; 2026Q1: 3,921 shares; 2026Q2: 3,886 shares 3,886 $341K 0.24% -35 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,200 shares; 2025Q1: 2,165 shares; 2025Q2: 2,230 shares; 2025Q3: 1,770 shares; 2025Q4: 2,055 shares; 2026Q1: 1,595 shares; 2026Q2: 2,020 shares 2,020 $335K 0.23% +425 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: 853 shares; 2024Q4: 1,706 shares; 2025Q1: 993 shares; 2025Q2: 1,015 shares; 2025Q3: 830 shares; 2025Q4: 750 shares; 2026Q1: 590 shares; 2026Q2: 650 shares 650 $331K 0.23% +60 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,236 shares; 2024Q4: 29,790 shares; 2025Q1: 14,055 shares; 2025Q2: 13,694 shares; 2025Q3: 14,314 shares; 2025Q4: 14,025 shares; 2026Q1: 12,460 shares; 2026Q2: 13,831 shares 13,831 $327K 0.23% +1,371 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 2,856 shares; 2025Q1: 1,168 shares; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 780 shares; 2026Q1: not reported; 2026Q2: 784 shares 784 $326K 0.23% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,294 shares; 2025Q1: 6,065 shares; 2025Q2: 5,897 shares; 2025Q3: 5,373 shares; 2025Q4: 4,937 shares; 2026Q1: 3,040 shares; 2026Q2: 3,925 shares 3,925 $310K 0.22% +885 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 3,140 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,405 shares; 2025Q4: 1,759 shares; 2026Q1: not reported; 2026Q2: 1,655 shares 1,655 $306K 0.21% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,150 shares; 2024Q4: 13,810 shares; 2025Q1: 6,022 shares; 2025Q2: 7,063 shares; 2025Q3: 8,130 shares; 2025Q4: 6,963 shares; 2026Q1: 6,498 shares; 2026Q2: 7,013 shares 7,013 $303K 0.21% +515 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 1,620 shares; 2025Q1: not reported; 2025Q2: 1,798 shares; 2025Q3: 2,053 shares; 2025Q4: 2,193 shares; 2026Q1: not reported; 2026Q2: 1,592 shares 1,592 $277K 0.19% new Timeline FTLS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,589 shares 3,589 $265K 0.19% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,666 shares; 2026Q1: not reported; 2026Q2: 3,121 shares 3,121 $257K 0.18% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,820 shares; 2025Q1: 19,230 shares; 2025Q2: 17,160 shares; 2025Q3: 14,598 shares; 2025Q4: 15,925 shares; 2026Q1: 12,375 shares; 2026Q2: 12,325 shares 12,325 $247K 0.17% -50 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 4,841 shares; 2025Q4: 5,814 shares; 2026Q1: 4,184 shares; 2026Q2: 4,661 shares 4,661 $245K 0.17% +477 Timeline FVD 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: 6,873 shares; 2024Q4: 13,712 shares; 2025Q1: 6,477 shares; 2025Q2: 5,827 shares; 2025Q3: 4,378 shares; 2025Q4: 5,160 shares; 2026Q1: 4,378 shares; 2026Q2: 4,830 shares 4,830 $233K 0.16% +452 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 491 shares; 2026Q2: 574 shares 574 $228K 0.16% +83 Timeline DDFY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,010 shares 11,010 $221K 0.15% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM 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: 3,305 shares; 2026Q1: 2,745 shares; 2026Q2: 3,170 shares 3,170 $212K 0.15% +425 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: 716 shares; 2024Q4: 1,428 shares; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 355 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $212K 0.15% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares 105 $209K 0.15% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 422 shares 422 $202K 0.14% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 23,848 shares; 2025Q4: 37,563 shares; 2026Q1: 34,188 shares; 2026Q2: 38,813 shares 38,813 $184K 0.13% +4,625 Timeline