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; 2024Q4: 5,365 shares; 2025Q1: 5,568 shares; 2025Q2: 6,747 shares; 2025Q3: 7,888 shares; 2025Q4: 6,826 shares; 2026Q1: 6,935 shares; 2026Q2: 6,887 shares; 2026Q3: 6,605 shares 6,605 $4.89M 4.11% -282 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; 2024Q4: 90,482 shares; 2025Q1: 93,323 shares; 2025Q2: 97,807 shares; 2025Q3: 97,251 shares; 2025Q4: 93,247 shares; 2026Q1: 95,163 shares; 2026Q2: 94,893 shares; 2026Q3: 96,186 shares 96,186 $4.72M 3.97% +1,293 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,088 shares; 2025Q1: 20,242 shares; 2025Q2: 19,694 shares; 2025Q3: 19,916 shares; 2025Q4: 18,983 shares; 2026Q1: 19,833 shares; 2026Q2: 18,393 shares; 2026Q3: 18,401 shares 18,401 $4.2M 3.53% +8 Timeline SDVY 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; 2024Q4: 101,923 shares; 2025Q1: 104,034 shares; 2025Q2: 115,133 shares; 2025Q3: 114,599 shares; 2025Q4: 101,265 shares; 2026Q1: 103,069 shares; 2026Q2: 102,662 shares; 2026Q3: 102,990 shares 102,990 $4.18M 3.51% +328 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; 2024Q4: 623 shares; 2025Q1: 759 shares; 2025Q2: 2,063 shares; 2025Q3: 7,041 shares; 2025Q4: 7,393 shares; 2026Q1: 7,404 shares; 2026Q2: 45,748 shares; 2026Q3: 46,084 shares 46,084 $4.15M 3.49% +336 Timeline RDVY 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; 2024Q4: 52,720 shares; 2025Q1: 53,405 shares; 2025Q2: 56,755 shares; 2025Q3: 56,006 shares; 2025Q4: 51,473 shares; 2026Q1: 52,645 shares; 2026Q2: 52,758 shares; 2026Q3: 51,322 shares 51,322 $4.02M 3.38% -1,436 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,414 shares; 2025Q1: 11,853 shares; 2025Q2: 12,940 shares; 2025Q3: 12,802 shares; 2025Q4: 11,809 shares; 2026Q1: 11,889 shares; 2026Q2: 10,319 shares; 2026Q3: 10,368 shares 10,368 $3.64M 3.06% +49 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; 2024Q4: 6,090 shares; 2025Q1: 7,208 shares; 2025Q2: 8,263 shares; 2025Q3: 8,144 shares; 2025Q4: 7,612 shares; 2026Q1: 7,649 shares; 2026Q2: 6,846 shares; 2026Q3: 6,339 shares 6,339 $3.24M 2.73% -507 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; 2024Q4: not reported; 2025Q1: 11,496 shares; 2025Q2: 31,217 shares; 2025Q3: 34,690 shares; 2025Q4: 38,037 shares; 2026Q1: 37,969 shares; 2026Q2: 38,275 shares; 2026Q3: 38,424 shares 38,424 $3.23M 2.72% +149 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; 2024Q4: not reported; 2025Q1: 10,310 shares; 2025Q2: 26,359 shares; 2025Q3: 72,353 shares; 2025Q4: 108,315 shares; 2026Q1: 107,960 shares; 2026Q2: 110,272 shares; 2026Q3: 115,714 shares 115,714 $2.94M 2.47% +5,442 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,817 shares; 2025Q1: 5,079 shares; 2025Q2: 5,015 shares; 2025Q3: 4,994 shares; 2025Q4: 4,995 shares; 2026Q1: 5,721 shares; 2026Q2: 5,665 shares; 2026Q3: 5,674 shares 5,674 $2.91M 2.45% +9 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; 2024Q4: 16,684 shares; 2025Q1: 16,663 shares; 2025Q2: 12,050 shares; 2025Q3: 12,272 shares; 2025Q4: 8,054 shares; 2026Q1: 7,676 shares; 2026Q2: 7,610 shares; 2026Q3: 7,614 shares 7,614 $2.9M 2.44% +4 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; 2024Q4: 1,700 shares; 2025Q1: 1,711 shares; 2025Q2: 1,818 shares; 2025Q3: 2,189 shares; 2025Q4: 2,031 shares; 2026Q1: 2,720 shares; 2026Q2: 2,518 shares; 2026Q3: 10,119 shares 10,119 $2.68M 2.25% +7,601 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,835 shares; 2025Q1: 7,955 shares; 2025Q2: 8,536 shares; 2025Q3: 8,705 shares; 2025Q4: 8,314 shares; 2026Q1: 8,360 shares; 2026Q2: 8,356 shares; 2026Q3: 8,000 shares 8,000 $2.66M 2.24% -356 Timeline 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; 2024Q4: 4,930 shares; 2025Q1: 5,480 shares; 2025Q2: 5,840 shares; 2025Q3: 5,728 shares; 2025Q4: 5,692 shares; 2026Q1: 5,758 shares; 2026Q2: 4,203 shares; 2026Q3: 4,263 shares 4,263 $2.6M 2.18% +60 Timeline FTCS 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; 2024Q4: 14,813 shares; 2025Q1: 16,860 shares; 2025Q2: 18,847 shares; 2025Q3: 20,135 shares; 2025Q4: 20,243 shares; 2026Q1: 26,564 shares; 2026Q2: 26,866 shares; 2026Q3: 27,184 shares 27,184 $2.55M 2.15% +318 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,985 shares; 2025Q1: 7,118 shares; 2025Q2: 7,294 shares; 2025Q3: 7,231 shares; 2025Q4: 7,271 shares; 2026Q1: 7,530 shares; 2026Q2: 30,705 shares; 2026Q3: 30,718 shares 30,718 $2.41M 2.03% +13 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; 2024Q4: 10,247 shares; 2025Q1: 10,191 shares; 2025Q2: 9,947 shares; 2025Q3: 9,710 shares; 2025Q4: 9,806 shares; 2026Q1: 9,939 shares; 2026Q2: 9,893 shares; 2026Q3: 9,565 shares 9,565 $2.38M 2% -328 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; 2024Q4: 8,160 shares; 2025Q1: 13,711 shares; 2025Q2: 12,129 shares; 2025Q3: 12,115 shares; 2025Q4: 11,021 shares; 2026Q1: 11,449 shares; 2026Q2: 11,110 shares; 2026Q3: 11,042 shares 11,042 $2.07M 1.74% -68 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,523 shares; 2025Q3: 52,883 shares; 2025Q4: 53,111 shares; 2026Q1: 54,883 shares; 2026Q2: 54,189 shares; 2026Q3: 100,376 shares 100,376 $1.92M 1.61% +46,187 Timeline FDD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,722 shares; 2025Q3: 53,106 shares; 2025Q4: 53,489 shares; 2026Q1: 55,534 shares; 2026Q2: 54,839 shares; 2026Q3: 95,823 shares 95,823 $1.84M 1.55% +40,984 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,439 shares; 2025Q3: 51,110 shares; 2025Q4: 36,820 shares; 2026Q1: 36,820 shares; 2026Q2: 36,820 shares; 2026Q3: 36,820 shares 36,820 $1.83M 1.54% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,641 shares; 2025Q1: 5,845 shares; 2025Q2: 6,099 shares; 2025Q3: 5,988 shares; 2025Q4: 5,983 shares; 2026Q1: 6,268 shares; 2026Q2: 6,419 shares; 2026Q3: 6,161 shares 6,161 $1.75M 1.47% -258 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,799 shares; 2025Q3: 37,479 shares; 2025Q4: 47,654 shares; 2026Q1: 48,066 shares; 2026Q2: 48,629 shares; 2026Q3: 48,707 shares 48,707 $1.75M 1.47% +78 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,791 shares; 2025Q3: 31,794 shares; 2025Q4: 34,780 shares; 2026Q1: 34,656 shares; 2026Q2: 35,999 shares; 2026Q3: 36,604 shares 36,604 $1.72M 1.44% +605 Timeline LMBS 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; 2024Q4: 31,898 shares; 2025Q1: 32,826 shares; 2025Q2: 31,722 shares; 2025Q3: 31,165 shares; 2025Q4: 32,765 shares; 2026Q1: 35,258 shares; 2026Q2: 35,168 shares; 2026Q3: 35,061 shares 35,061 $1.7M 1.43% -107 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,029 shares; 2025Q1: 18,300 shares; 2025Q2: 17,318 shares; 2025Q3: 17,181 shares; 2025Q4: 17,099 shares; 2026Q1: 16,357 shares; 2026Q2: 16,170 shares; 2026Q3: 16,182 shares 16,182 $1.68M 1.41% +12 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,766 shares; 2025Q1: 12,992 shares; 2025Q2: 7,996 shares; 2025Q3: 10,075 shares; 2025Q4: 9,683 shares; 2026Q1: 9,123 shares; 2026Q2: 9,291 shares; 2026Q3: 9,302 shares 9,302 $1.66M 1.4% +11 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,544 shares; 2025Q4: 27,698 shares; 2026Q1: 27,571 shares; 2026Q2: 28,244 shares; 2026Q3: 29,560 shares 29,560 $1.59M 1.34% +1,316 Timeline FTSM 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; 2024Q4: 17,565 shares; 2025Q1: 20,337 shares; 2025Q2: 21,287 shares; 2025Q3: 17,467 shares; 2025Q4: 25,401 shares; 2026Q1: 26,810 shares; 2026Q2: 26,849 shares; 2026Q3: 26,570 shares 26,570 $1.58M 1.33% -279 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; 2024Q4: 15,272 shares; 2025Q1: 15,743 shares; 2025Q2: 15,232 shares; 2025Q3: 15,026 shares; 2025Q4: 15,085 shares; 2026Q1: 15,886 shares; 2026Q2: 15,904 shares; 2026Q3: 14,387 shares 14,387 $1.48M 1.25% -1,517 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,720 shares; 2026Q2: 39,055 shares; 2026Q3: 38,995 shares 38,995 $1.43M 1.2% -60 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; 2024Q4: 1,390 shares; 2025Q1: 1,715 shares; 2025Q2: 2,944 shares; 2025Q3: 2,078 shares; 2025Q4: 1,679 shares; 2026Q1: 1,851 shares; 2026Q2: 2,366 shares; 2026Q3: 6,524 shares 6,524 $1.41M 1.19% +4,158 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,955 shares; 2025Q3: 28,475 shares; 2025Q4: 33,583 shares; 2026Q1: 33,559 shares; 2026Q2: 34,663 shares; 2026Q3: 35,694 shares 35,694 $1.31M 1.1% +1,031 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; 2024Q4: 1,857 shares; 2025Q1: 1,809 shares; 2025Q2: 2,100 shares; 2025Q3: 2,205 shares; 2025Q4: 2,095 shares; 2026Q1: 3,168 shares; 2026Q2: 3,206 shares; 2026Q3: 3,226 shares 3,226 $1.28M 1.08% +20 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; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,089 shares; 2025Q3: 3,269 shares; 2025Q4: 8,204 shares; 2026Q1: 8,229 shares; 2026Q2: 8,243 shares; 2026Q3: 8,133 shares 8,133 $1.26M 1.06% -110 Timeline SKYY 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; 2024Q4: 7,313 shares; 2025Q1: 7,445 shares; 2025Q2: 8,642 shares; 2025Q3: 8,536 shares; 2025Q4: 8,434 shares; 2026Q1: 8,798 shares; 2026Q2: 8,776 shares; 2026Q3: 7,629 shares 7,629 $1.25M 1.05% -1,147 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; 2024Q4: 2,974 shares; 2025Q1: 2,869 shares; 2025Q2: 3,245 shares; 2025Q3: 3,253 shares; 2025Q4: 2,315 shares; 2026Q1: 2,308 shares; 2026Q2: 2,317 shares; 2026Q3: 2,359 shares 2,359 $1.08M 0.9% +42 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,922 shares; 2025Q1: 2,883 shares; 2025Q2: 2,871 shares; 2025Q3: 3,093 shares; 2025Q4: 3,115 shares; 2026Q1: 3,141 shares; 2026Q2: 3,181 shares; 2026Q3: 3,010 shares 3,010 $1.07M 0.9% -171 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 3,510 shares; 2026Q1: 3,518 shares; 2026Q2: 3,518 shares; 2026Q3: 3,515 shares 3,515 $1.03M 0.86% -3 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; 2024Q4: 1,061 shares; 2025Q1: 1,111 shares; 2025Q2: 1,168 shares; 2025Q3: 1,176 shares; 2025Q4: 1,090 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares; 2026Q3: 1,111 shares 1,111 $1.01M 0.85% -36 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; 2024Q4: 11,898 shares; 2025Q1: 12,318 shares; 2025Q2: 38,132 shares; 2025Q3: 38,065 shares; 2025Q4: 37,399 shares; 2026Q1: 37,067 shares; 2026Q2: 36,209 shares; 2026Q3: 35,992 shares 35,992 $997K 0.84% -217 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 835 shares 835 $966K 0.81% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,445 shares; 2025Q1: 2,385 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,729 shares; 2026Q1: 2,776 shares; 2026Q2: 2,780 shares; 2026Q3: 2,792 shares 2,792 $943K 0.79% +12 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,161 shares 6,161 $929K 0.78% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,835 shares; 2026Q1: 17,835 shares; 2026Q2: 17,888 shares; 2026Q3: 17,933 shares 17,933 $876K 0.74% +45 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,017 shares; 2025Q1: 4,854 shares; 2025Q2: 5,856 shares; 2025Q3: 5,835 shares; 2025Q4: 5,336 shares; 2026Q1: 5,321 shares; 2026Q2: 6,067 shares; 2026Q3: 6,107 shares 6,107 $835K 0.7% +40 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,703 shares; 2025Q3: 17,703 shares; 2025Q4: 17,659 shares; 2026Q1: 17,651 shares; 2026Q2: 17,651 shares; 2026Q3: 17,795 shares 17,795 $827K 0.7% +144 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,329 shares; 2025Q1: 16,721 shares; 2025Q2: 16,460 shares; 2025Q3: 16,109 shares; 2025Q4: 16,014 shares; 2026Q1: 16,040 shares; 2026Q2: 15,656 shares; 2026Q3: 15,642 shares 15,642 $800K 0.67% -14 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,264 shares; 2025Q1: 5,401 shares; 2025Q2: 4,702 shares; 2025Q3: 4,607 shares; 2025Q4: 4,564 shares; 2026Q1: 4,558 shares; 2026Q2: 4,471 shares; 2026Q3: 3,831 shares 3,831 $794K 0.67% -640 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,052 shares; 2025Q1: 4,083 shares; 2025Q2: 4,151 shares; 2025Q3: 4,149 shares; 2025Q4: 4,107 shares; 2026Q1: 4,149 shares; 2026Q2: 4,201 shares; 2026Q3: 4,249 shares 4,249 $791K 0.66% +48 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,748 shares; 2025Q1: 5,749 shares; 2025Q2: 5,994 shares; 2025Q3: 5,947 shares; 2025Q4: 4,087 shares; 2026Q1: 3,002 shares; 2026Q2: 2,967 shares; 2026Q3: 2,976 shares 2,976 $779K 0.65% +9 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; 2024Q4: 1,813 shares; 2025Q1: 1,850 shares; 2025Q2: 2,213 shares; 2025Q3: 2,276 shares; 2025Q4: 2,306 shares; 2026Q1: 2,385 shares; 2026Q2: 2,273 shares; 2026Q3: 2,319 shares 2,319 $767K 0.65% +46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,707 shares; 2025Q3: 2,742 shares; 2025Q4: 2,135 shares; 2026Q1: 2,194 shares; 2026Q2: 2,223 shares; 2026Q3: 2,224 shares 2,224 $758K 0.64% +1 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; 2024Q4: 800 shares; 2025Q1: 773 shares; 2025Q2: 1,726 shares; 2025Q3: 2,161 shares; 2025Q4: 1,968 shares; 2026Q1: 1,977 shares; 2026Q2: 1,940 shares; 2026Q3: 1,942 shares 1,942 $713K 0.6% +2 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,745 shares; 2026Q1: 3,875 shares; 2026Q2: 3,780 shares; 2026Q3: 3,790 shares 3,790 $706K 0.59% +10 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,853 shares; 2025Q1: 1,834 shares; 2025Q2: 1,974 shares; 2025Q3: 1,968 shares; 2025Q4: 1,956 shares; 2026Q1: 1,957 shares; 2026Q2: 2,937 shares; 2026Q3: 3,028 shares 3,028 $695K 0.58% +91 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,456 shares; 2025Q1: 1,418 shares; 2025Q2: 1,990 shares; 2025Q3: 1,963 shares; 2025Q4: 1,774 shares; 2026Q1: 1,778 shares; 2026Q2: 2,531 shares; 2026Q3: 2,654 shares 2,654 $637K 0.54% +123 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; 2024Q4: 778 shares; 2025Q1: 772 shares; 2025Q2: 873 shares; 2025Q3: 888 shares; 2025Q4: 860 shares; 2026Q1: 888 shares; 2026Q2: 888 shares; 2026Q3: 876 shares 876 $635K 0.53% -12 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,002 shares; 2025Q1: 1,997 shares; 2025Q2: 2,646 shares; 2025Q3: 2,233 shares; 2025Q4: 2,248 shares; 2026Q1: 4,826 shares; 2026Q2: 4,507 shares; 2026Q3: 4,540 shares 4,540 $623K 0.52% +33 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,401 shares; 2025Q4: 5,861 shares; 2026Q1: 5,861 shares; 2026Q2: 5,861 shares; 2026Q3: 5,861 shares 5,861 $620K 0.52% 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; 2024Q4: 2,240 shares; 2025Q1: 2,160 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares; 2025Q4: 1,957 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares; 2026Q3: 1,970 shares 1,970 $599K 0.5% +10 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,287 shares; 2025Q1: 17,713 shares; 2025Q2: 13,339 shares; 2025Q3: 13,085 shares; 2025Q4: 13,051 shares; 2026Q1: 13,086 shares; 2026Q2: 12,772 shares; 2026Q3: 9,902 shares 9,902 $543K 0.46% -2,870 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,047 shares; 2025Q1: 3,139 shares; 2025Q2: 4,524 shares; 2025Q3: 4,523 shares; 2025Q4: 4,557 shares; 2026Q1: 4,613 shares; 2026Q2: 6,355 shares; 2026Q3: 6,495 shares 6,495 $530K 0.45% +140 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,304 shares; 2025Q4: 1,148 shares; 2026Q1: 1,161 shares; 2026Q2: 1,165 shares; 2026Q3: 2,056 shares 2,056 $522K 0.44% +891 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; 2024Q4: 485 shares; 2025Q1: 496 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 605 shares 605 $461K 0.39% +90 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 30,000 shares; 2026Q2: 40,000 shares; 2026Q3: 50,000 shares 50,000 $448K 0.38% +10,000 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,495 shares; 2025Q1: 6,249 shares; 2025Q2: 6,268 shares; 2025Q3: 6,293 shares; 2025Q4: 5,936 shares; 2026Q1: 5,948 shares; 2026Q2: 5,948 shares; 2026Q3: 6,081 shares 6,081 $417K 0.35% +133 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 959 shares; 2025Q4: 1,918 shares; 2026Q1: 1,946 shares; 2026Q2: 2,034 shares; 2026Q3: 2,034 shares 2,034 $398K 0.33% 0 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; 2024Q4: 2,974 shares; 2025Q1: 3,003 shares; 2025Q2: 3,159 shares; 2025Q3: 3,113 shares; 2025Q4: 1,301 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares; 2026Q3: 1,331 shares 1,331 $379K 0.32% +32 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares; 2026Q3: 489 shares 489 $375K 0.31% 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; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares; 2026Q3: 979 shares 979 $366K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 436 shares; 2026Q3: 436 shares 436 $354K 0.3% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,077 shares; 2025Q4: 7,199 shares; 2026Q1: 7,199 shares; 2026Q2: 7,196 shares; 2026Q3: 8,098 shares 8,098 $326K 0.27% +902 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,596 shares; 2025Q1: 7,285 shares; 2025Q2: 7,285 shares; 2025Q3: 6,596 shares; 2025Q4: 6,596 shares; 2026Q1: 6,596 shares; 2026Q2: 6,596 shares; 2026Q3: 6,596 shares 6,596 $308K 0.26% 0 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; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,359 shares; 2025Q3: 1,359 shares; 2025Q4: 1,359 shares; 2026Q1: 1,359 shares; 2026Q2: 1,359 shares; 2026Q3: 1,404 shares 1,404 $292K 0.25% +45 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 757 shares; 2026Q3: 757 shares 757 $260K 0.22% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,442 shares; 2026Q1: 4,442 shares; 2026Q2: 4,442 shares; 2026Q3: 5,174 shares 5,174 $256K 0.22% +732 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; 2024Q4: 514 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 508 shares; 2026Q3: 502 shares 502 $255K 0.21% -6 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: not reported; 2026Q2: 844 shares; 2026Q3: 863 shares 863 $255K 0.21% +19 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares; 2026Q3: 440 shares 440 $250K 0.21% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,117 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares; 2026Q1: 3,601 shares; 2026Q2: 3,420 shares; 2026Q3: 3,117 shares 3,117 $216K 0.18% -303 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 585 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: not reported; 2026Q2: 640 shares; 2026Q3: 590 shares 590 $212K 0.18% -50 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $206K 0.17% 0 Timeline