CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,736 shares; 2024Q4: 1,613,840 shares; 2025Q1: 2,045,331 shares; 2025Q2: 2,070,237 shares; 2025Q3: 2,105,722 shares; 2025Q4: not loaded; 2026Q1: 1,804,970 shares; 2026Q2: 1,986,506 shares 1,986,506 $93.8M 8.4% +181,536 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,819,672 shares; 2024Q4: 3,835,572 shares; 2025Q1: 4,021,493 shares; 2025Q2: 4,048,556 shares; 2025Q3: 4,169,081 shares; 2025Q4: not loaded; 2026Q1: 4,208,726 shares; 2026Q2: 3,749,326 shares 3,749,326 $83.6M 7.48% -459,400 Timeline DFAC 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: 1,079,989 shares; 2024Q4: 1,204,351 shares; 2025Q1: 1,094,462 shares; 2025Q2: 1,849,535 shares; 2025Q3: 2,006,133 shares; 2025Q4: not loaded; 2026Q1: 1,589,897 shares; 2026Q2: 1,867,759 shares 1,867,759 $82.9M 7.42% +277,862 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; 2024Q3: 2,091,148 shares; 2024Q4: 2,140,939 shares; 2025Q1: 2,137,481 shares; 2025Q2: 1,950,863 shares; 2025Q3: 2,012,901 shares; 2025Q4: not loaded; 2026Q1: 1,590,216 shares; 2026Q2: 1,592,072 shares 1,592,072 $78.5M 7.03% +1,856 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613,286 shares; 2024Q4: 1,638,621 shares; 2025Q1: 1,633,937 shares; 2025Q2: 1,686,309 shares; 2025Q3: 1,716,123 shares; 2025Q4: not loaded; 2026Q1: 1,442,997 shares; 2026Q2: 1,686,967 shares 1,686,967 $69.6M 6.23% +243,970 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,596 shares; 2024Q4: 71,971 shares; 2025Q1: 157,356 shares; 2025Q2: 154,877 shares; 2025Q3: 162,586 shares; 2025Q4: not loaded; 2026Q1: 102,401 shares; 2026Q2: 1,060,184 shares 1,060,184 $53.6M 4.8% +957,783 Timeline JEMA 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 loaded; 2026Q1: 583,367 shares; 2026Q2: 611,253 shares 611,253 $39M 3.5% +27,886 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: 25,727 shares; 2024Q4: 29,006 shares; 2025Q1: 31,422 shares; 2025Q2: 32,150 shares; 2025Q3: 32,503 shares; 2025Q4: not loaded; 2026Q1: 49,099 shares; 2026Q2: 203,947 shares 203,947 $38.9M 3.48% +154,848 Timeline JAVA 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: 423,332 shares; 2024Q4: 438,396 shares; 2025Q1: 437,826 shares; 2025Q2: 399,217 shares; 2025Q3: 418,977 shares; 2025Q4: not loaded; 2026Q1: 454,239 shares; 2026Q2: 455,055 shares 455,055 $36.1M 3.24% +816 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 710,802 shares; 2026Q2: 1,165,639 shares 1,165,639 $31.8M 2.85% +454,837 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: 30,688 shares; 2024Q4: 32,021 shares; 2025Q1: 29,167 shares; 2025Q2: 35,346 shares; 2025Q3: 34,776 shares; 2025Q4: not loaded; 2026Q1: 36,200 shares; 2026Q2: 36,903 shares 36,903 $25.3M 2.27% +703 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,715 shares; 2024Q4: 58,556 shares; 2025Q1: 59,388 shares; 2025Q2: 72,916 shares; 2025Q3: 74,694 shares; 2025Q4: not loaded; 2026Q1: 65,501 shares; 2026Q2: 61,454 shares 61,454 $22.6M 2.03% -4,047 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,117 shares; 2025Q4: not loaded; 2026Q1: 383,634 shares; 2026Q2: 390,965 shares 390,965 $21.7M 1.95% +7,331 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: 59,690 shares; 2024Q4: 58,493 shares; 2025Q1: 58,387 shares; 2025Q2: 58,068 shares; 2025Q3: 65,026 shares; 2025Q4: not loaded; 2026Q1: 65,378 shares; 2026Q2: 65,147 shares 65,147 $18.9M 1.69% -231 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470,969 shares; 2025Q4: not loaded; 2026Q1: 366,563 shares; 2026Q2: 219,860 shares 219,860 $17.1M 1.53% -146,703 Timeline BBIN 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: 145,202 shares; 2024Q4: 144,131 shares; 2025Q1: 149,798 shares; 2025Q2: 174,476 shares; 2025Q3: 180,710 shares; 2025Q4: not loaded; 2026Q1: 207,264 shares; 2026Q2: 211,412 shares 211,412 $16.5M 1.48% +4,148 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: 12,452 shares; 2024Q4: 12,495 shares; 2025Q1: 13,506 shares; 2025Q2: 14,916 shares; 2025Q3: 14,703 shares; 2025Q4: not loaded; 2026Q1: 17,767 shares; 2026Q2: 32,857 shares 32,857 $16.4M 1.47% +15,090 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 7,521 shares; 2025Q3: 25,478 shares; 2025Q4: not loaded; 2026Q1: 322,914 shares; 2026Q2: 315,539 shares 315,539 $16.2M 1.45% -7,375 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,457 shares; 2024Q4: 19,713 shares; 2025Q1: 94,344 shares; 2025Q2: 504,956 shares; 2025Q3: 624,333 shares; 2025Q4: not loaded; 2026Q1: 220,958 shares; 2026Q2: 241,923 shares 241,923 $12.4M 1.11% +20,965 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: 12,108 shares; 2024Q4: 32,315 shares; 2025Q1: 25,841 shares; 2025Q2: 15,647 shares; 2025Q3: 15,263 shares; 2025Q4: not loaded; 2026Q1: 16,032 shares; 2026Q2: 16,088 shares 16,088 $11.8M 1.06% +56 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,165 shares; 2024Q4: 414,209 shares; 2025Q1: 655,444 shares; 2025Q2: 762,134 shares; 2025Q3: 290,490 shares; 2025Q4: not loaded; 2026Q1: 207,556 shares; 2026Q2: 215,365 shares 215,365 $9.8M 0.88% +7,809 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: 5,101 shares; 2024Q4: 4,388 shares; 2025Q1: 20,750 shares; 2025Q2: 22,033 shares; 2025Q3: 26,365 shares; 2025Q4: not loaded; 2026Q1: 33,983 shares; 2026Q2: 35,997 shares 35,997 $8.73M 0.78% +2,014 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY 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: not reported; 2025Q4: not loaded; 2026Q1: 79,398 shares; 2026Q2: 81,565 shares 81,565 $8.48M 0.76% +2,167 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: 33,520 shares; 2024Q4: 34,056 shares; 2025Q1: 98,116 shares; 2025Q2: 107,036 shares; 2025Q3: 122,699 shares; 2025Q4: not loaded; 2026Q1: 208,949 shares; 2026Q2: 254,684 shares 254,684 $6.75M 0.6% +45,735 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: 4,944 shares; 2024Q4: 4,791 shares; 2025Q1: 4,962 shares; 2025Q2: 5,189 shares; 2025Q3: 5,614 shares; 2025Q4: not loaded; 2026Q1: 5,568 shares; 2026Q2: 5,610 shares 5,610 $6.73M 0.6% +42 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,365 shares; 2024Q4: 152,636 shares; 2025Q1: 146,338 shares; 2025Q2: 142,017 shares; 2025Q3: 140,154 shares; 2025Q4: not loaded; 2026Q1: 122,439 shares; 2026Q2: 122,084 shares 122,084 $6.72M 0.6% -355 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: 23,893 shares; 2024Q4: 22,746 shares; 2025Q1: 24,204 shares; 2025Q2: 24,972 shares; 2025Q3: 25,781 shares; 2025Q4: not loaded; 2026Q1: 29,429 shares; 2026Q2: 27,962 shares 27,962 $6.66M 0.6% -1,467 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,896 shares; 2024Q4: 3,896 shares; 2025Q1: 58,547 shares; 2025Q2: 63,028 shares; 2025Q3: 64,487 shares; 2025Q4: not loaded; 2026Q1: 82,765 shares; 2026Q2: 83,788 shares 83,788 $6.43M 0.58% +1,023 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,098 shares; 2024Q4: 515,039 shares; 2025Q1: 532,043 shares; 2025Q2: 524,930 shares; 2025Q3: 603,239 shares; 2025Q4: not loaded; 2026Q1: 1,504,369 shares; 2026Q2: 1,111,575 shares 1,111,575 $6.38M 0.57% -392,794 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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 loaded; 2026Q1: 96,736 shares; 2026Q2: 124,746 shares 124,746 $6.33M 0.57% +28,010 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,717 shares; 2024Q4: 67,331 shares; 2025Q1: 67,886 shares; 2025Q2: 68,065 shares; 2025Q3: 68,179 shares; 2025Q4: not loaded; 2026Q1: 74,466 shares; 2026Q2: 62,540 shares 62,540 $6.14M 0.55% -11,926 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: 35,123 shares; 2024Q4: 34,435 shares; 2025Q1: 37,981 shares; 2025Q2: 31,921 shares; 2025Q3: 28,849 shares; 2025Q4: not loaded; 2026Q1: 28,889 shares; 2026Q2: 29,083 shares 29,083 $5.82M 0.52% +194 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: 14,460 shares; 2024Q4: 13,831 shares; 2025Q1: 13,649 shares; 2025Q2: 13,675 shares; 2025Q3: 13,191 shares; 2025Q4: not loaded; 2026Q1: 15,417 shares; 2026Q2: 15,148 shares 15,148 $5.65M 0.51% -269 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 1,869 shares; 2025Q1: 2,720 shares; 2025Q2: 3,211 shares; 2025Q3: 944 shares; 2025Q4: not loaded; 2026Q1: 19,901 shares; 2026Q2: 24,528 shares 24,528 $5.53M 0.5% +4,627 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,180 shares; 2024Q4: 656,384 shares; 2025Q1: 663,646 shares; 2025Q2: 636,693 shares; 2025Q3: 662,480 shares; 2025Q4: not loaded; 2026Q1: 712,726 shares; 2026Q2: 128,582 shares 128,582 $5.44M 0.49% -584,144 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; 2024Q3: not reported; 2024Q4: 23,974 shares; 2025Q1: 47,906 shares; 2025Q2: 42,077 shares; 2025Q3: 48,635 shares; 2025Q4: not loaded; 2026Q1: 93,404 shares; 2026Q2: 140,638 shares 140,638 $5.34M 0.48% +47,234 Timeline MGV 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: 46,515 shares; 2024Q4: 46,420 shares; 2025Q1: 47,912 shares; 2025Q2: 48,616 shares; 2025Q3: 48,258 shares; 2025Q4: not loaded; 2026Q1: 29,772 shares; 2026Q2: 31,192 shares 31,192 $5.1M 0.46% +1,420 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: 5,868 shares; 2024Q4: 6,871 shares; 2025Q1: 6,672 shares; 2025Q2: 6,511 shares; 2025Q3: 6,092 shares; 2025Q4: not loaded; 2026Q1: 6,643 shares; 2026Q2: 6,689 shares 6,689 $5.01M 0.45% +46 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 178,259 shares 178,259 $5M 0.45% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,410 shares; 2025Q1: 5,828 shares; 2025Q2: 8,785 shares; 2025Q3: 10,611 shares; 2025Q4: not loaded; 2026Q1: 11,656 shares; 2026Q2: 12,643 shares 12,643 $4.68M 0.42% +987 Timeline SCHO 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: 47,865 shares; 2024Q4: 164,242 shares; 2025Q1: 235,834 shares; 2025Q2: 262,300 shares; 2025Q3: 247,446 shares; 2025Q4: not loaded; 2026Q1: 174,656 shares; 2026Q2: 193,805 shares 193,805 $4.68M 0.42% +19,149 Timeline GPIQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 51,367 shares; 2026Q2: 69,294 shares 69,294 $4.11M 0.37% +17,927 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: not loaded; 2026Q1: 44,182 shares; 2026Q2: 58,282 shares 58,282 $3.96M 0.35% +14,100 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,552 shares; 2024Q4: 76,705 shares; 2025Q1: 79,565 shares; 2025Q2: 57,021 shares; 2025Q3: 56,523 shares; 2025Q4: not loaded; 2026Q1: 66,457 shares; 2026Q2: 68,028 shares 68,028 $3.92M 0.35% +1,571 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 180,087 shares; 2026Q2: 108,824 shares 108,824 $3.83M 0.34% -71,263 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,933 shares; 2024Q4: 8,105 shares; 2025Q1: 8,410 shares; 2025Q2: 10,065 shares; 2025Q3: 9,153 shares; 2025Q4: not loaded; 2026Q1: 8,526 shares; 2026Q2: 42,535 shares 42,535 $3.74M 0.33% +34,009 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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 loaded; 2026Q1: 49,195 shares; 2026Q2: 45,281 shares 45,281 $3.7M 0.33% -3,914 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: 295,380 shares; 2024Q4: 216,206 shares; 2025Q1: 335,828 shares; 2025Q2: 554,079 shares; 2025Q3: 341,189 shares; 2025Q4: not loaded; 2026Q1: 108,291 shares; 2026Q2: 62,509 shares 62,509 $3.53M 0.32% -45,782 Timeline MUNI 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: 9,773 shares; 2025Q2: 36,003 shares; 2025Q3: 78,451 shares; 2025Q4: not loaded; 2026Q1: 85,526 shares; 2026Q2: 66,680 shares 66,680 $3.51M 0.31% -18,846 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,197 shares; 2024Q4: 136,428 shares; 2025Q1: 82,541 shares; 2025Q2: 67,092 shares; 2025Q3: 56,971 shares; 2025Q4: not loaded; 2026Q1: 98,838 shares; 2026Q2: 162,625 shares 162,625 $3.37M 0.3% +63,787 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: 53,858 shares; 2024Q4: 26,771 shares; 2025Q1: 64,801 shares; 2025Q2: 65,240 shares; 2025Q3: 73,624 shares; 2025Q4: not loaded; 2026Q1: 53,466 shares; 2026Q2: 53,268 shares 53,268 $3.31M 0.3% -198 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: 9,676 shares; 2024Q4: 6,465 shares; 2025Q1: 8,770 shares; 2025Q2: 8,610 shares; 2025Q3: 10,786 shares; 2025Q4: not loaded; 2026Q1: 9,102 shares; 2026Q2: 8,962 shares 8,962 $3.17M 0.28% -140 Timeline GCOW 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: 69,423 shares; 2024Q4: 66,619 shares; 2025Q1: 71,146 shares; 2025Q2: 70,678 shares; 2025Q3: 71,975 shares; 2025Q4: not loaded; 2026Q1: 76,340 shares; 2026Q2: 71,623 shares 71,623 $3.1M 0.28% -4,717 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: 4,068 shares; 2024Q4: 4,135 shares; 2025Q1: 4,026 shares; 2025Q2: 3,958 shares; 2025Q3: 4,060 shares; 2025Q4: not loaded; 2026Q1: 3,948 shares; 2026Q2: 3,994 shares 3,994 $2.98M 0.27% +46 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,484 shares; 2024Q4: 194,612 shares; 2025Q1: 211,598 shares; 2025Q2: 251,311 shares; 2025Q3: 262,906 shares; 2025Q4: not loaded; 2026Q1: 106,638 shares; 2026Q2: 108,335 shares 108,335 $2.98M 0.27% +1,697 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: 5,842 shares; 2024Q4: 4,990 shares; 2025Q1: 6,622 shares; 2025Q2: 6,979 shares; 2025Q3: 7,307 shares; 2025Q4: not loaded; 2026Q1: 8,084 shares; 2026Q2: 8,192 shares 8,192 $2.93M 0.26% +108 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: 146,629 shares; 2024Q4: 499,396 shares; 2025Q1: 415,327 shares; 2025Q2: 212,524 shares; 2025Q3: 792,148 shares; 2025Q4: not loaded; 2026Q1: 54,846 shares; 2026Q2: 45,717 shares 45,717 $2.81M 0.25% -9,129 Timeline XLF 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: 70,572 shares; 2024Q4: 75,718 shares; 2025Q1: 81,398 shares; 2025Q2: 81,483 shares; 2025Q3: 79,796 shares; 2025Q4: not loaded; 2026Q1: 49,075 shares; 2026Q2: 47,829 shares 47,829 $2.56M 0.23% -1,246 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,512 shares; 2024Q4: 7,265 shares; 2025Q1: 9,478 shares; 2025Q2: 10,527 shares; 2025Q3: 11,763 shares; 2025Q4: not loaded; 2026Q1: 10,737 shares; 2026Q2: 10,726 shares 10,726 $2.54M 0.23% -11 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,567 shares; 2024Q4: 23,289 shares; 2025Q1: 30,767 shares; 2025Q2: 31,155 shares; 2025Q3: 32,452 shares; 2025Q4: not loaded; 2026Q1: 31,571 shares; 2026Q2: 31,586 shares 31,586 $2.44M 0.22% +15 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,602 shares; 2024Q4: 5,432 shares; 2025Q1: 5,429 shares; 2025Q2: 5,099 shares; 2025Q3: 5,190 shares; 2025Q4: not loaded; 2026Q1: 4,900 shares; 2026Q2: 5,569 shares 5,569 $2.36M 0.21% +669 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: 18,998 shares; 2024Q4: 17,251 shares; 2025Q1: 19,690 shares; 2025Q2: 20,329 shares; 2025Q3: 18,035 shares; 2025Q4: not loaded; 2026Q1: 17,196 shares; 2026Q2: 17,040 shares 17,040 $2.33M 0.21% -156 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 67,501 shares 67,501 $2.26M 0.2% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 14,119 shares; 2025Q3: 14,119 shares; 2025Q4: not loaded; 2026Q1: 14,119 shares; 2026Q2: 14,124 shares 14,124 $2.15M 0.19% +5 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: 4,031 shares; 2024Q4: 3,508 shares; 2025Q1: 4,024 shares; 2025Q2: 3,893 shares; 2025Q3: 3,855 shares; 2025Q4: not loaded; 2026Q1: 3,756 shares; 2026Q2: 3,710 shares 3,710 $2.09M 0.19% -46 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 9,239 shares; 2025Q1: 9,943 shares; 2025Q2: 8,425 shares; 2025Q3: 6,675 shares; 2025Q4: not loaded; 2026Q1: 7,059 shares; 2026Q2: 8,619 shares 8,619 $1.88M 0.17% +1,560 Timeline DFUS 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: 25,582 shares; 2024Q4: 23,940 shares; 2025Q1: 23,972 shares; 2025Q2: 24,011 shares; 2025Q3: 24,047 shares; 2025Q4: not loaded; 2026Q1: 24,587 shares; 2026Q2: 22,820 shares 22,820 $1.87M 0.17% -1,767 Timeline ICOW 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: 48,273 shares; 2024Q4: 48,509 shares; 2025Q1: 49,012 shares; 2025Q2: 45,280 shares; 2025Q3: 45,498 shares; 2025Q4: not loaded; 2026Q1: 45,103 shares; 2026Q2: 43,028 shares 43,028 $1.79M 0.16% -2,075 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: 202,137 shares; 2024Q4: 186,586 shares; 2025Q1: 188,972 shares; 2025Q2: 188,715 shares; 2025Q3: 185,639 shares; 2025Q4: not loaded; 2026Q1: 63,872 shares; 2026Q2: 42,296 shares 42,296 $1.79M 0.16% -21,576 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,374 shares; 2024Q4: not reported; 2025Q1: 7,747 shares; 2025Q2: 7,767 shares; 2025Q3: 8,669 shares; 2025Q4: not loaded; 2026Q1: 34,285 shares; 2026Q2: 32,624 shares 32,624 $1.74M 0.16% -1,661 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 9,363 shares; 2025Q3: 10,954 shares; 2025Q4: not loaded; 2026Q1: 9,880 shares; 2026Q2: 10,134 shares 10,134 $1.66M 0.15% +254 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,794 shares; 2025Q4: not loaded; 2026Q1: 35,048 shares; 2026Q2: 30,941 shares 30,941 $1.63M 0.15% -4,107 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: 7,159 shares; 2024Q4: 6,107 shares; 2025Q1: 6,563 shares; 2025Q2: 6,590 shares; 2025Q3: 6,658 shares; 2025Q4: not loaded; 2026Q1: 6,364 shares; 2026Q2: 6,393 shares 6,393 $1.62M 0.15% +29 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: not reported; 2024Q4: 266 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 278 shares; 2025Q4: not loaded; 2026Q1: 2,478 shares; 2026Q2: 22,346 shares 22,346 $1.6M 0.14% +19,868 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: 884 shares; 2024Q4: 880 shares; 2025Q1: 878 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: not loaded; 2026Q1: 899 shares; 2026Q2: 888 shares 888 $1.51M 0.13% -11 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,239 shares; 2024Q4: 18,686 shares; 2025Q1: 18,640 shares; 2025Q2: 18,662 shares; 2025Q3: 18,684 shares; 2025Q4: not loaded; 2026Q1: 18,007 shares; 2026Q2: 15,910 shares 15,910 $1.49M 0.13% -2,097 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: 4,660 shares; 2024Q4: 4,504 shares; 2025Q1: 4,340 shares; 2025Q2: 4,895 shares; 2025Q3: 4,277 shares; 2025Q4: not loaded; 2026Q1: 4,570 shares; 2026Q2: 4,391 shares 4,391 $1.44M 0.13% -179 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: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,443 shares; 2025Q3: 1,443 shares; 2025Q4: not loaded; 2026Q1: 1,443 shares; 2026Q2: 11,544 shares 11,544 $1.38M 0.12% +10,101 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,441 shares; 2024Q4: 8,361 shares; 2025Q1: 10,101 shares; 2025Q2: 9,656 shares; 2025Q3: 12,365 shares; 2025Q4: not loaded; 2026Q1: 10,759 shares; 2026Q2: 10,678 shares 10,678 $1.37M 0.12% -81 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,721 shares; 2024Q4: 2,448 shares; 2025Q1: 5,433 shares; 2025Q2: 15,458 shares; 2025Q3: 15,466 shares; 2025Q4: not loaded; 2026Q1: 12,008 shares; 2026Q2: 11,682 shares 11,682 $1.37M 0.12% -326 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,632 shares; 2024Q4: 3,529 shares; 2025Q1: 4,910 shares; 2025Q2: 4,770 shares; 2025Q3: 4,772 shares; 2025Q4: not loaded; 2026Q1: 5,090 shares; 2026Q2: 5,604 shares 5,604 $1.33M 0.12% +514 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: 5,241 shares; 2024Q4: 4,793 shares; 2025Q1: 4,911 shares; 2025Q2: 5,365 shares; 2025Q3: 5,296 shares; 2025Q4: not loaded; 2026Q1: 4,979 shares; 2026Q2: 4,804 shares 4,804 $1.3M 0.12% -175 Timeline VHT 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: 5,209 shares; 2024Q4: 4,096 shares; 2025Q1: 5,222 shares; 2025Q2: 5,580 shares; 2025Q3: 6,904 shares; 2025Q4: not loaded; 2026Q1: 5,066 shares; 2026Q2: 4,309 shares 4,309 $1.29M 0.12% -757 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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 loaded; 2026Q1: 44,930 shares; 2026Q2: 25,057 shares 25,057 $1.27M 0.11% -19,873 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 80,961 shares; 2025Q4: not loaded; 2026Q1: 130,090 shares; 2026Q2: 123,433 shares 123,433 $1.25M 0.11% -6,657 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 769 shares; 2025Q1: 670 shares; 2025Q2: 6,698 shares; 2025Q3: 6,350 shares; 2025Q4: not loaded; 2026Q1: 6,353 shares; 2026Q2: 6,508 shares 6,508 $1.24M 0.11% +155 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,464 shares; 2024Q4: 4,611 shares; 2025Q1: 5,351 shares; 2025Q2: 5,376 shares; 2025Q3: 5,399 shares; 2025Q4: not loaded; 2026Q1: 7,194 shares; 2026Q2: 7,839 shares 7,839 $1.24M 0.11% +645 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 24,148 shares 24,148 $1.22M 0.11% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,442 shares; 2024Q4: 4,954 shares; 2025Q1: 18,529 shares; 2025Q2: 20,709 shares; 2025Q3: 32,190 shares; 2025Q4: not loaded; 2026Q1: 24,750 shares; 2026Q2: 22,421 shares 22,421 $1.21M 0.11% -2,329 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: 12,671 shares; 2024Q4: 11,237 shares; 2025Q1: 11,848 shares; 2025Q2: 11,676 shares; 2025Q3: 10,970 shares; 2025Q4: not loaded; 2026Q1: 11,277 shares; 2026Q2: 10,646 shares 10,646 $1.21M 0.11% -631 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,543 shares; 2024Q4: 42,050 shares; 2025Q1: 38,365 shares; 2025Q2: 33,906 shares; 2025Q3: 34,677 shares; 2025Q4: not loaded; 2026Q1: 38,387 shares; 2026Q2: 38,501 shares 38,501 $1.16M 0.1% +114 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: 8,778 shares; 2024Q4: 7,540 shares; 2025Q1: 8,299 shares; 2025Q2: 8,607 shares; 2025Q3: 8,227 shares; 2025Q4: not loaded; 2026Q1: 7,790 shares; 2026Q2: 7,835 shares 7,835 $1.15M 0.1% +45 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: 120,037 shares; 2024Q4: 299,004 shares; 2025Q1: 12,791 shares; 2025Q2: 9,731 shares; 2025Q3: 215,701 shares; 2025Q4: not loaded; 2026Q1: 22,463 shares; 2026Q2: 21,378 shares 21,378 $1.14M 0.1% -1,085 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: 2,890 shares; 2024Q4: 2,436 shares; 2025Q1: 2,570 shares; 2025Q2: 2,538 shares; 2025Q3: 2,590 shares; 2025Q4: not loaded; 2026Q1: 2,683 shares; 2026Q2: 2,634 shares 2,634 $1.11M 0.1% -49 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: 5,644 shares; 2024Q4: 1,814 shares; 2025Q1: 1,882 shares; 2025Q2: 2,278 shares; 2025Q3: 2,330 shares; 2025Q4: not loaded; 2026Q1: 2,398 shares; 2026Q2: 12,815 shares 12,815 $1.1M 0.1% +10,417 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,037 shares; 2024Q4: 78,657 shares; 2025Q1: 64,330 shares; 2025Q2: 25,763 shares; 2025Q3: 24,024 shares; 2025Q4: not loaded; 2026Q1: 22,113 shares; 2026Q2: 22,217 shares 22,217 $1.1M 0.1% +104 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 3,990 shares; 2025Q1: 4,006 shares; 2025Q2: 3,473 shares; 2025Q3: 4,475 shares; 2025Q4: not loaded; 2026Q1: 4,328 shares; 2026Q2: 4,347 shares 4,347 $1.09M 0.1% +19 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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 loaded; 2026Q1: 21,235 shares; 2026Q2: 21,477 shares 21,477 $1.08M 0.1% +242 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,236 shares; 2024Q4: 8,011 shares; 2025Q1: 8,650 shares; 2025Q2: 8,607 shares; 2025Q3: 8,533 shares; 2025Q4: not loaded; 2026Q1: 7,945 shares; 2026Q2: 7,861 shares 7,861 $1.06M 0.1% -84 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,179 shares; 2025Q1: 2,179 shares; 2025Q2: 7,234 shares; 2025Q3: 7,234 shares; 2025Q4: not loaded; 2026Q1: 7,234 shares; 2026Q2: 7,239 shares 7,239 $1.06M 0.1% +5 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,978 shares; 2024Q4: 84,422 shares; 2025Q1: 83,359 shares; 2025Q2: 57,411 shares; 2025Q3: 23,863 shares; 2025Q4: not loaded; 2026Q1: 20,801 shares; 2026Q2: 21,180 shares 21,180 $1.06M 0.09% +379 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,262 shares; 2024Q4: 15,137 shares; 2025Q1: 18,450 shares; 2025Q2: 20,178 shares; 2025Q3: 19,921 shares; 2025Q4: not loaded; 2026Q1: 18,217 shares; 2026Q2: 18,213 shares 18,213 $1.04M 0.09% -4 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,405 shares; 2024Q4: 2,405 shares; 2025Q1: 2,393 shares; 2025Q2: 2,394 shares; 2025Q3: 2,395 shares; 2025Q4: not loaded; 2026Q1: 2,168 shares; 2026Q2: 8,204 shares 8,204 $1.02M 0.09% +6,036 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: 748 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 1,020 shares; 2025Q3: 920 shares; 2025Q4: not loaded; 2026Q1: 920 shares; 2026Q2: 938 shares 938 $999K 0.09% +18 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,646 shares; 2026Q2: 31,414 shares 31,414 $998K 0.09% +6,768 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,309 shares; 2024Q4: 23,393 shares; 2025Q1: 25,040 shares; 2025Q2: 26,081 shares; 2025Q3: 25,918 shares; 2025Q4: not loaded; 2026Q1: 21,218 shares; 2026Q2: 23,628 shares 23,628 $976K 0.09% +2,410 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,623 shares; 2024Q4: 8,627 shares; 2025Q1: 8,631 shares; 2025Q2: 8,636 shares; 2025Q3: 8,640 shares; 2025Q4: not loaded; 2026Q1: 8,649 shares; 2026Q2: 8,153 shares 8,153 $952K 0.09% -496 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: 2,855 shares; 2024Q4: 1,982 shares; 2025Q1: 3,021 shares; 2025Q2: 3,228 shares; 2025Q3: 3,016 shares; 2025Q4: not loaded; 2026Q1: 2,427 shares; 2026Q2: 2,529 shares 2,529 $945K 0.08% +102 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 1,511 shares; 2025Q1: 2,053 shares; 2025Q2: 2,155 shares; 2025Q3: 1,823 shares; 2025Q4: not loaded; 2026Q1: 2,031 shares; 2026Q2: 2,479 shares 2,479 $937K 0.08% +448 Timeline SPTM 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: 11,736 shares; 2024Q4: 10,794 shares; 2025Q1: 11,078 shares; 2025Q2: 10,269 shares; 2025Q3: 9,917 shares; 2025Q4: not loaded; 2026Q1: 9,913 shares; 2026Q2: 9,788 shares 9,788 $889K 0.08% -125 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860,214 shares; 2024Q4: 866,609 shares; 2025Q1: 901,933 shares; 2025Q2: 960,267 shares; 2025Q3: 997,621 shares; 2025Q4: not loaded; 2026Q1: 64,388 shares; 2026Q2: 34,387 shares 34,387 $885K 0.08% -30,001 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 12,673 shares; 2025Q4: not loaded; 2026Q1: 14,319 shares; 2026Q2: 23,112 shares 23,112 $851K 0.08% +8,793 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,053 shares; 2025Q2: 1,990 shares; 2025Q3: 1,607 shares; 2025Q4: not loaded; 2026Q1: 1,526 shares; 2026Q2: 1,013 shares 1,013 $850K 0.08% -513 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,482 shares; 2025Q4: not loaded; 2026Q1: 1,724 shares; 2026Q2: 1,458 shares 1,458 $847K 0.08% -266 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA 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 loaded; 2026Q1: 25,780 shares; 2026Q2: 24,780 shares 24,780 $835K 0.07% -1,000 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,398 shares; 2025Q1: 3,344 shares; 2025Q2: 3,346 shares; 2025Q3: 4,277 shares; 2025Q4: not loaded; 2026Q1: 4,107 shares; 2026Q2: 4,385 shares 4,385 $832K 0.07% +278 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: 2,520 shares; 2024Q4: 1,825 shares; 2025Q1: 1,946 shares; 2025Q2: 2,080 shares; 2025Q3: 3,137 shares; 2025Q4: not loaded; 2026Q1: 2,864 shares; 2026Q2: 2,927 shares 2,927 $823K 0.07% +63 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,764 shares; 2024Q4: 6,538 shares; 2025Q1: 6,773 shares; 2025Q2: 5,823 shares; 2025Q3: 5,454 shares; 2025Q4: not loaded; 2026Q1: 7,209 shares; 2026Q2: 7,294 shares 7,294 $819K 0.07% +85 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: 1,442 shares; 2024Q4: 1,437 shares; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: not loaded; 2026Q1: 2,662 shares; 2026Q2: 1,701 shares 1,701 $812K 0.07% -961 Timeline HELO 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: 8,404 shares; 2025Q1: 18,897 shares; 2025Q2: 20,757 shares; 2025Q3: 20,510 shares; 2025Q4: not loaded; 2026Q1: 12,236 shares; 2026Q2: 11,898 shares 11,898 $804K 0.07% -338 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: 38,747 shares; 2024Q4: 29,686 shares; 2025Q1: 38,353 shares; 2025Q2: 39,101 shares; 2025Q3: 45,892 shares; 2025Q4: not loaded; 2026Q1: 33,878 shares; 2026Q2: 33,220 shares 33,220 $800K 0.07% -658 Timeline CALF 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: 22,978 shares; 2024Q4: 29,540 shares; 2025Q1: 39,002 shares; 2025Q2: 39,321 shares; 2025Q3: 41,186 shares; 2025Q4: not loaded; 2026Q1: 38,566 shares; 2026Q2: 15,696 shares 15,696 $794K 0.07% -22,870 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 3,914 shares; 2025Q3: 3,915 shares; 2025Q4: not loaded; 2026Q1: 3,910 shares; 2026Q2: 4,165 shares 4,165 $782K 0.07% +255 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,551 shares; 2024Q4: 13,381 shares; 2025Q1: 13,878 shares; 2025Q2: 13,358 shares; 2025Q3: 13,310 shares; 2025Q4: not loaded; 2026Q1: 10,822 shares; 2026Q2: 10,873 shares 10,873 $775K 0.07% +51 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: 2,578 shares; 2024Q4: 2,985 shares; 2025Q1: 5,856 shares; 2025Q2: 3,316 shares; 2025Q3: 3,319 shares; 2025Q4: not loaded; 2026Q1: 3,718 shares; 2026Q2: 3,610 shares 3,610 $768K 0.07% -108 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: 11,002 shares; 2024Q4: 7,584 shares; 2025Q1: 10,104 shares; 2025Q2: 10,166 shares; 2025Q3: 10,077 shares; 2025Q4: not loaded; 2026Q1: 9,447 shares; 2026Q2: 9,359 shares 9,359 $761K 0.07% -88 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: 340 shares; 2024Q4: 331 shares; 2025Q1: 365 shares; 2025Q2: 380 shares; 2025Q3: 378 shares; 2025Q4: not loaded; 2026Q1: 810 shares; 2026Q2: 806 shares 806 $754K 0.07% -4 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,925 shares; 2024Q4: 89,879 shares; 2025Q1: 82,088 shares; 2025Q2: 60,799 shares; 2025Q3: 40,526 shares; 2025Q4: not loaded; 2026Q1: 20,003 shares; 2026Q2: 19,573 shares 19,573 $746K 0.07% -430 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,455 shares; 2024Q4: 11,592 shares; 2025Q1: 14,204 shares; 2025Q2: 13,117 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 33,350 shares; 2026Q2: 33,651 shares 33,651 $745K 0.07% +301 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,140 shares; 2026Q2: 1,009 shares 1,009 $729K 0.07% -131 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,082 shares; 2024Q4: 5,452 shares; 2025Q1: 6,123 shares; 2025Q2: 6,395 shares; 2025Q3: 13,221 shares; 2025Q4: not loaded; 2026Q1: 13,024 shares; 2026Q2: 12,655 shares 12,655 $729K 0.07% -369 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,030 shares; 2024Q4: 8,255 shares; 2025Q1: 8,701 shares; 2025Q2: 8,445 shares; 2025Q3: 8,606 shares; 2025Q4: not loaded; 2026Q1: 7,932 shares; 2026Q2: 7,636 shares 7,636 $725K 0.06% -296 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 5,374 shares; 2025Q1: 5,375 shares; 2025Q2: 5,376 shares; 2025Q3: 5,463 shares; 2025Q4: not loaded; 2026Q1: 5,367 shares; 2026Q2: 5,067 shares 5,067 $721K 0.06% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 676 shares; 2025Q4: not loaded; 2026Q1: 530 shares; 2026Q2: 614 shares 614 $721K 0.06% +84 Timeline VCR 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: 2,288 shares; 2024Q4: 2,225 shares; 2025Q1: 2,253 shares; 2025Q2: 2,226 shares; 2025Q3: 2,127 shares; 2025Q4: not loaded; 2026Q1: 1,818 shares; 2026Q2: 1,802 shares 1,802 $715K 0.06% -16 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,811 shares; 2024Q4: 1,819 shares; 2025Q1: 1,792 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares; 2025Q4: not loaded; 2026Q1: 1,755 shares; 2026Q2: 1,739 shares 1,739 $712K 0.06% -16 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 10,601 shares; 2026Q2: 10,534 shares 10,534 $712K 0.06% -67 Timeline GLW CORNING INC More: the full row for CORNING 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: 3,008 shares; 2025Q4: not loaded; 2026Q1: 2,995 shares; 2026Q2: 2,780 shares 2,780 $710K 0.06% -215 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,670 shares; 2024Q4: 7,368 shares; 2025Q1: 11,225 shares; 2025Q2: 11,076 shares; 2025Q3: 11,084 shares; 2025Q4: not loaded; 2026Q1: 8,432 shares; 2026Q2: 7,110 shares 7,110 $684K 0.06% -1,322 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,159 shares; 2024Q4: 28,159 shares; 2025Q1: 28,159 shares; 2025Q2: 14,683 shares; 2025Q3: 14,148 shares; 2025Q4: not loaded; 2026Q1: 13,648 shares; 2026Q2: 13,648 shares 13,648 $684K 0.06% 0 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,728 shares; 2024Q4: 26,817 shares; 2025Q1: 22,675 shares; 2025Q2: 20,807 shares; 2025Q3: 18,713 shares; 2025Q4: not loaded; 2026Q1: 16,693 shares; 2026Q2: 16,578 shares 16,578 $681K 0.06% -115 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: 1,402 shares; 2024Q4: 1,392 shares; 2025Q1: 1,420 shares; 2025Q2: 1,284 shares; 2025Q3: 1,276 shares; 2025Q4: not loaded; 2026Q1: 710 shares; 2026Q2: 674 shares 674 $681K 0.06% -36 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: 1,947 shares; 2024Q4: 1,760 shares; 2025Q1: 1,994 shares; 2025Q2: 2,031 shares; 2025Q3: 2,028 shares; 2025Q4: not loaded; 2026Q1: 1,956 shares; 2026Q2: 1,913 shares 1,913 $675K 0.06% -43 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: 19,476 shares; 2025Q1: 19,509 shares; 2025Q2: 24,759 shares; 2025Q3: 25,597 shares; 2025Q4: not loaded; 2026Q1: 19,322 shares; 2026Q2: 19,340 shares 19,340 $673K 0.06% +18 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,681 shares; 2025Q4: not loaded; 2026Q1: 5,225 shares; 2026Q2: 4,808 shares 4,808 $661K 0.06% -417 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: 4,242 shares; 2024Q4: 4,067 shares; 2025Q1: 4,612 shares; 2025Q2: 4,394 shares; 2025Q3: 4,670 shares; 2025Q4: not loaded; 2026Q1: 3,884 shares; 2026Q2: 3,960 shares 3,960 $656K 0.06% +76 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 loaded; 2026Q1: not reported; 2026Q2: 4,674 shares 4,674 $653K 0.06% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,875 shares; 2025Q4: not loaded; 2026Q1: 2,844 shares; 2026Q2: 2,863 shares 2,863 $650K 0.06% +19 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,183 shares; 2024Q4: 18,983 shares; 2025Q1: 18,633 shares; 2025Q2: 16,927 shares; 2025Q3: 16,927 shares; 2025Q4: not loaded; 2026Q1: 13,077 shares; 2026Q2: 13,137 shares 13,137 $624K 0.06% +60 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,533 shares; 2024Q4: 8,883 shares; 2025Q1: 8,123 shares; 2025Q2: 7,046 shares; 2025Q3: 7,046 shares; 2025Q4: not loaded; 2026Q1: 7,531 shares; 2026Q2: 7,533 shares 7,533 $622K 0.06% +2 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,180 shares; 2025Q1: 3,487 shares; 2025Q2: 3,127 shares; 2025Q3: 2,747 shares; 2025Q4: not loaded; 2026Q1: 2,822 shares; 2026Q2: 2,817 shares 2,817 $610K 0.05% -5 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: not loaded; 2026Q1: 5,582 shares; 2026Q2: 2,777 shares 2,777 $609K 0.05% -2,805 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,195 shares; 2024Q4: 4,543 shares; 2025Q1: 4,077 shares; 2025Q2: 4,080 shares; 2025Q3: 4,559 shares; 2025Q4: not loaded; 2026Q1: 6,252 shares; 2026Q2: 8,271 shares 8,271 $607K 0.05% +2,019 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: 3,582 shares; 2024Q4: 4,431 shares; 2025Q1: 3,774 shares; 2025Q2: 3,538 shares; 2025Q3: 2,796 shares; 2025Q4: not loaded; 2026Q1: 3,064 shares; 2026Q2: 3,228 shares 3,228 $598K 0.05% +164 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 2,310 shares; 2025Q1: 2,108 shares; 2025Q2: 2,126 shares; 2025Q3: 2,022 shares; 2025Q4: not loaded; 2026Q1: 1,704 shares; 2026Q2: 1,751 shares 1,751 $597K 0.05% +47 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,928 shares; 2024Q4: 7,179 shares; 2025Q1: 7,332 shares; 2025Q2: 6,858 shares; 2025Q3: 6,802 shares; 2025Q4: not loaded; 2026Q1: 6,756 shares; 2026Q2: 6,453 shares 6,453 $586K 0.05% -303 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 15,293 shares; 2026Q2: 17,122 shares 17,122 $565K 0.05% +1,829 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,518 shares; 2024Q4: 7,298 shares; 2025Q1: 7,421 shares; 2025Q2: 7,370 shares; 2025Q3: 7,373 shares; 2025Q4: not loaded; 2026Q1: 7,314 shares; 2026Q2: 7,215 shares 7,215 $556K 0.05% -99 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,401 shares; 2025Q1: 3,651 shares; 2025Q2: 3,601 shares; 2025Q3: 4,378 shares; 2025Q4: not loaded; 2026Q1: 4,609 shares; 2026Q2: 4,727 shares 4,727 $555K 0.05% +118 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: 7,850 shares; 2024Q4: 6,818 shares; 2025Q1: 6,432 shares; 2025Q2: 6,331 shares; 2025Q3: 5,843 shares; 2025Q4: not loaded; 2026Q1: 5,833 shares; 2026Q2: 5,978 shares 5,978 $552K 0.05% +145 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,142 shares; 2024Q4: 138,762 shares; 2025Q1: 137,796 shares; 2025Q2: 2,336 shares; 2025Q3: 2,684 shares; 2025Q4: not loaded; 2026Q1: 4,240 shares; 2026Q2: 4,200 shares 4,200 $548K 0.05% -40 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,359 shares; 2025Q4: not loaded; 2026Q1: 4,087 shares; 2026Q2: 4,083 shares 4,083 $540K 0.05% -4 Timeline GMNY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,981 shares; 2026Q2: 10,715 shares 10,715 $539K 0.05% +734 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 3,847 shares; 2025Q2: 4,637 shares; 2025Q3: 4,643 shares; 2025Q4: not loaded; 2026Q1: 4,666 shares; 2026Q2: 6,102 shares 6,102 $511K 0.05% +1,436 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: 370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 978 shares; 2025Q4: not loaded; 2026Q1: 890 shares; 2026Q2: 972 shares 972 $495K 0.04% +82 Timeline QDPL 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: 14,519 shares; 2025Q2: 16,844 shares; 2025Q3: 16,318 shares; 2025Q4: not loaded; 2026Q1: 10,390 shares; 2026Q2: 10,938 shares 10,938 $493K 0.04% +548 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: not loaded; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $491K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,048 shares; 2025Q4: not loaded; 2026Q1: 9,048 shares; 2026Q2: 9,048 shares 9,048 $490K 0.04% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,381 shares; 2024Q4: 7,932 shares; 2025Q1: 7,932 shares; 2025Q2: 8,929 shares; 2025Q3: 9,235 shares; 2025Q4: not loaded; 2026Q1: 9,614 shares; 2026Q2: 9,631 shares 9,631 $487K 0.04% +17 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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 loaded; 2026Q1: 5,409 shares; 2026Q2: 5,697 shares 5,697 $484K 0.04% +288 Timeline JMST 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: 8,983 shares; 2024Q4: 8,983 shares; 2025Q1: 8,983 shares; 2025Q2: 9,483 shares; 2025Q3: 9,483 shares; 2025Q4: not loaded; 2026Q1: 9,483 shares; 2026Q2: 9,483 shares 9,483 $484K 0.04% 0 Timeline GMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 6,732 shares; 2026Q2: 9,348 shares 9,348 $481K 0.04% +2,616 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: 8,824 shares; 2024Q4: 8,824 shares; 2025Q1: 9,674 shares; 2025Q2: 9,424 shares; 2025Q3: 9,364 shares; 2025Q4: not loaded; 2026Q1: 5,976 shares; 2026Q2: 6,216 shares 6,216 $469K 0.04% +240 Timeline ISPY PROSHARES TR More: the full row for PROSHARES 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 loaded; 2026Q1: not reported; 2026Q2: 9,616 shares 9,616 $463K 0.04% new Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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 loaded; 2026Q1: 22,348 shares; 2026Q2: 18,168 shares 18,168 $457K 0.04% -4,180 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: not loaded; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $442K 0.04% new Timeline VMBS 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: 187,661 shares; 2024Q4: 192,589 shares; 2025Q1: 188,358 shares; 2025Q2: 188,141 shares; 2025Q3: 189,018 shares; 2025Q4: not loaded; 2026Q1: 12,622 shares; 2026Q2: 9,400 shares 9,400 $440K 0.04% -3,222 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: 917 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: not loaded; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $437K 0.04% 0 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: 5,251 shares; 2024Q4: 4,595 shares; 2025Q1: 4,798 shares; 2025Q2: 5,020 shares; 2025Q3: 5,035 shares; 2025Q4: not loaded; 2026Q1: 4,871 shares; 2026Q2: 4,935 shares 4,935 $433K 0.04% +64 Timeline BOTZ 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: 13,446 shares; 2024Q4: 13,911 shares; 2025Q1: 14,534 shares; 2025Q2: 11,772 shares; 2025Q3: 11,867 shares; 2025Q4: not loaded; 2026Q1: 11,062 shares; 2026Q2: 11,234 shares 11,234 $426K 0.04% +172 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 loaded; 2026Q1: not reported; 2026Q2: 361 shares 361 $416K 0.04% new Timeline VPU 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: 1,661 shares; 2024Q4: 1,659 shares; 2025Q1: 2,344 shares; 2025Q2: 2,347 shares; 2025Q3: 2,350 shares; 2025Q4: not loaded; 2026Q1: 2,421 shares; 2026Q2: 2,118 shares 2,118 $415K 0.04% -303 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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 loaded; 2026Q1: 6,348 shares; 2026Q2: 8,387 shares 8,387 $410K 0.04% +2,039 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: not loaded; 2026Q1: 1,183 shares; 2026Q2: 1,183 shares 1,183 $407K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,453 shares; 2024Q4: 4,380 shares; 2025Q1: 5,790 shares; 2025Q2: 6,019 shares; 2025Q3: 5,345 shares; 2025Q4: not loaded; 2026Q1: 3,981 shares; 2026Q2: 4,923 shares 4,923 $404K 0.04% +942 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: 9,126 shares; 2024Q4: 8,794 shares; 2025Q1: 7,116 shares; 2025Q2: 6,939 shares; 2025Q3: 7,291 shares; 2025Q4: not loaded; 2026Q1: 9,870 shares; 2026Q2: 9,285 shares 9,285 $401K 0.04% -585 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: 4,263 shares; 2024Q4: 4,264 shares; 2025Q1: 3,788 shares; 2025Q2: 3,852 shares; 2025Q3: 3,855 shares; 2025Q4: not loaded; 2026Q1: 3,686 shares; 2026Q2: 3,406 shares 3,406 $401K 0.04% -280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: not loaded; 2026Q1: 966 shares; 2026Q2: 1,130 shares 1,130 $400K 0.04% +164 Timeline SCHR 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: 11,677 shares; 2024Q4: 21,811 shares; 2025Q1: 21,770 shares; 2025Q2: 20,155 shares; 2025Q3: 20,176 shares; 2025Q4: not loaded; 2026Q1: 16,288 shares; 2026Q2: 16,208 shares 16,208 $400K 0.04% -80 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,158 shares; 2024Q4: 35,605 shares; 2025Q1: 41,367 shares; 2025Q2: 38,778 shares; 2025Q3: 38,310 shares; 2025Q4: not loaded; 2026Q1: 36,174 shares; 2026Q2: 28,386 shares 28,386 $395K 0.04% -7,788 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,550 shares; 2025Q1: 2,501 shares; 2025Q2: 2,501 shares; 2025Q3: 2,502 shares; 2025Q4: not loaded; 2026Q1: 2,503 shares; 2026Q2: 2,548 shares 2,548 $386K 0.03% +45 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,998 shares; 2024Q4: 7,925 shares; 2025Q1: 7,925 shares; 2025Q2: 7,827 shares; 2025Q3: 7,614 shares; 2025Q4: not loaded; 2026Q1: 7,617 shares; 2026Q2: 7,619 shares 7,619 $384K 0.03% +2 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,817 shares; 2024Q4: 12,965 shares; 2025Q1: 13,023 shares; 2025Q2: 6,284 shares; 2025Q3: 3,064 shares; 2025Q4: not loaded; 2026Q1: 2,775 shares; 2026Q2: 2,775 shares 2,775 $382K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 569 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: not loaded; 2026Q1: 570 shares; 2026Q2: 741 shares 741 $377K 0.03% +171 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,189 shares; 2026Q2: 4,581 shares 4,581 $364K 0.03% -19,608 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 9,439 shares; 2025Q4: not loaded; 2026Q1: 9,711 shares; 2026Q2: 9,834 shares 9,834 $361K 0.03% +123 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,094 shares; 2024Q4: 3,073 shares; 2025Q1: 3,073 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: not loaded; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares 3,073 $360K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: not loaded; 2026Q1: 560 shares; 2026Q2: 565 shares 565 $358K 0.03% +5 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,193 shares; 2024Q4: 8,114 shares; 2025Q1: 7,631 shares; 2025Q2: 6,946 shares; 2025Q3: 6,935 shares; 2025Q4: not loaded; 2026Q1: 6,370 shares; 2026Q2: 5,849 shares 5,849 $356K 0.03% -521 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; 2024Q3: 1,266 shares; 2024Q4: 1,383 shares; 2025Q1: 1,183 shares; 2025Q2: 1,169 shares; 2025Q3: 1,123 shares; 2025Q4: not loaded; 2026Q1: 1,188 shares; 2026Q2: 1,168 shares 1,168 $354K 0.03% -20 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 4,459 shares; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,361 shares; 2026Q2: 3,361 shares 3,361 $344K 0.03% 0 Timeline JBND 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 loaded; 2026Q1: 4,693 shares; 2026Q2: 6,154 shares 6,154 $329K 0.03% +1,461 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,809 shares; 2024Q4: 22,839 shares; 2025Q1: 13,595 shares; 2025Q2: 2,337 shares; 2025Q3: 2,352 shares; 2025Q4: not loaded; 2026Q1: 2,285 shares; 2026Q2: 2,691 shares 2,691 $320K 0.03% +406 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 1,673 shares; 2025Q1: 2,023 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: not loaded; 2026Q1: 1,959 shares; 2026Q2: 1,975 shares 1,975 $320K 0.03% +16 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,679 shares; 2025Q1: 2,314 shares; 2025Q2: 2,317 shares; 2025Q3: 2,319 shares; 2025Q4: not loaded; 2026Q1: 2,326 shares; 2026Q2: 2,329 shares 2,329 $319K 0.03% +3 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,395 shares; 2024Q4: 4,613 shares; 2025Q1: 3,869 shares; 2025Q2: 2,980 shares; 2025Q3: 2,984 shares; 2025Q4: not loaded; 2026Q1: 3,324 shares; 2026Q2: 3,347 shares 3,347 $317K 0.03% +23 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: 2,559 shares; 2024Q4: 2,061 shares; 2025Q1: 2,763 shares; 2025Q2: 2,516 shares; 2025Q3: 3,036 shares; 2025Q4: not loaded; 2026Q1: 2,166 shares; 2026Q2: 1,682 shares 1,682 $311K 0.03% -484 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633,296 shares; 2024Q4: 207,295 shares; 2025Q1: 7,505 shares; 2025Q2: 6,535 shares; 2025Q3: 6,435 shares; 2025Q4: not loaded; 2026Q1: 6,435 shares; 2026Q2: 6,335 shares 6,335 $311K 0.03% -100 Timeline PTLC 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: 10,397 shares; 2024Q4: 3,868 shares; 2025Q1: 6,218 shares; 2025Q2: 7,000 shares; 2025Q3: 9,150 shares; 2025Q4: not loaded; 2026Q1: 6,710 shares; 2026Q2: 5,224 shares 5,224 $304K 0.03% -1,486 Timeline DFIV 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: 7,817 shares; 2024Q4: not reported; 2025Q1: 5,542 shares; 2025Q2: 5,047 shares; 2025Q3: 5,155 shares; 2025Q4: not loaded; 2026Q1: 5,219 shares; 2026Q2: 5,394 shares 5,394 $291K 0.03% +175 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: 1,182 shares; 2025Q3: 1,241 shares; 2025Q4: not loaded; 2026Q1: 1,802 shares; 2026Q2: 1,959 shares 1,959 $287K 0.03% +157 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 2,787 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,968 shares; 2025Q4: not loaded; 2026Q1: 2,787 shares; 2026Q2: 2,609 shares 2,609 $286K 0.03% -178 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 964 shares; 2026Q2: 937 shares 937 $284K 0.03% -27 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680 shares; 2024Q4: 1,713 shares; 2025Q1: 1,998 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: not loaded; 2026Q1: 858 shares; 2026Q2: 3,493 shares 3,493 $281K 0.03% +2,635 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; 2024Q3: 6,508 shares; 2024Q4: 6,526 shares; 2025Q1: 5,551 shares; 2025Q2: 5,565 shares; 2025Q3: 5,578 shares; 2025Q4: not loaded; 2026Q1: 5,604 shares; 2026Q2: 5,616 shares 5,616 $280K 0.03% +12 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 907 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: not loaded; 2026Q1: 1,267 shares; 2026Q2: 1,247 shares 1,247 $278K 0.02% -20 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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 loaded; 2026Q1: not reported; 2026Q2: 9,462 shares 9,462 $277K 0.02% new Timeline JPEF 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: 4,064 shares; 2024Q4: 3,472 shares; 2025Q1: 6,183 shares; 2025Q2: 6,079 shares; 2025Q3: 4,520 shares; 2025Q4: not loaded; 2026Q1: 3,540 shares; 2026Q2: 3,443 shares 3,443 $277K 0.02% -97 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,610 shares 1,610 $275K 0.02% new 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: 200,984 shares; 2024Q4: 5,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 421,238 shares; 2026Q2: 6,008 shares 6,008 $272K 0.02% -415,230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 712 shares; 2026Q2: 771 shares 771 $265K 0.02% +59 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,231 shares; 2025Q3: 8,083 shares; 2025Q4: not loaded; 2026Q1: 5,320 shares; 2026Q2: 5,320 shares 5,320 $264K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,213 shares; 2025Q3: 4,213 shares; 2025Q4: not loaded; 2026Q1: 4,213 shares; 2026Q2: 4,344 shares 4,344 $259K 0.02% +131 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,260 shares; 2025Q2: 1,657 shares; 2025Q3: 1,551 shares; 2025Q4: not loaded; 2026Q1: 1,386 shares; 2026Q2: 1,421 shares 1,421 $257K 0.02% +35 Timeline OEF 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: 672 shares; 2025Q3: 672 shares; 2025Q4: not loaded; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $251K 0.02% 0 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: not reported; 2024Q4: 3,354 shares; 2025Q1: 3,354 shares; 2025Q2: 3,185 shares; 2025Q3: 3,185 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,779 shares 2,779 $250K 0.02% new 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: 3,402 shares; 2024Q4: 2,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: not loaded; 2026Q1: 5,624 shares; 2026Q2: 5,198 shares 5,198 $249K 0.02% -426 Timeline BBHY 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 loaded; 2026Q1: 5,429 shares; 2026Q2: 5,402 shares 5,402 $249K 0.02% -27 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $248K 0.02% new 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: 912 shares; 2025Q3: 912 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 712 shares 712 $244K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,361 shares; 2025Q4: not loaded; 2026Q1: 3,204 shares; 2026Q2: 3,213 shares 3,213 $243K 0.02% +9 Timeline EFIV 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: 5,014 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,307 shares; 2025Q4: not loaded; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $241K 0.02% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,694 shares; 2024Q4: 14,377 shares; 2025Q1: 13,852 shares; 2025Q2: 14,945 shares; 2025Q3: 14,876 shares; 2025Q4: not loaded; 2026Q1: 2,132 shares; 2026Q2: 4,282 shares 4,282 $240K 0.02% +2,150 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 7,524 shares 7,524 $239K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,662 shares; 2025Q1: 1,609 shares; 2025Q2: 1,709 shares; 2025Q3: 1,357 shares; 2025Q4: not loaded; 2026Q1: 1,186 shares; 2026Q2: 981 shares 981 $238K 0.02% -205 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: not loaded; 2026Q1: 52 shares; 2026Q2: 1,315 shares 1,315 $234K 0.02% +1,263 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: 264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 117 shares 117 $233K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 240 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: not loaded; 2026Q1: 240 shares; 2026Q2: 241 shares 241 $232K 0.02% +1 Timeline SHYG 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: 6,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,415 shares 5,415 $230K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 324 shares 324 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 294 shares 294 $224K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,491 shares; 2025Q3: 1,524 shares; 2025Q4: not loaded; 2026Q1: 1,969 shares; 2026Q2: 1,911 shares 1,911 $223K 0.02% -58 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 737 shares 737 $220K 0.02% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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 loaded; 2026Q1: 8,174 shares; 2026Q2: 8,259 shares 8,259 $213K 0.02% +85 Timeline HGRO ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 6,807 shares 6,807 $213K 0.02% new Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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 loaded; 2026Q1: 4,309 shares; 2026Q2: 4,381 shares 4,381 $213K 0.02% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 582 shares 582 $211K 0.02% new Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,588 shares; 2024Q4: 144,653 shares; 2025Q1: 182,505 shares; 2025Q2: 199,926 shares; 2025Q3: 213,950 shares; 2025Q4: not loaded; 2026Q1: 14,213 shares; 2026Q2: 9,536 shares 9,536 $210K 0.02% -4,677 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 9,010 shares; 2026Q2: 8,755 shares 8,755 $207K 0.02% -255 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 5,250 shares 5,250 $204K 0.02% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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 loaded; 2026Q1: not reported; 2026Q2: 1,795 shares 1,795 $203K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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 loaded; 2026Q1: not reported; 2026Q2: 1,879 shares 1,879 $203K 0.02% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: 4,210 shares; 2025Q1: 4,177 shares; 2025Q2: 1,354 shares; 2025Q3: 1,225 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,021 shares 1,021 $202K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC 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 loaded; 2026Q1: not reported; 2026Q2: 388 shares 388 $202K 0.02% new Timeline PPA 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 loaded; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $201K 0.02% new Timeline BIZD 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 loaded; 2026Q1: 15,320 shares; 2026Q2: 15,424 shares 15,424 $195K 0.02% +104 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS 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 loaded; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $193K 0.02% 0 Timeline RAND RAND CAP CORP More: the full row for RAND CAP 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 loaded; 2026Q1: not reported; 2026Q2: 13,250 shares 13,250 $135K 0.01% new Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS 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 loaded; 2026Q1: 13,229 shares; 2026Q2: 13,229 shares 13,229 $69.3K 0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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 loaded; 2026Q1: not reported; 2026Q2: 226 shares 226 $10.3K <0.01% new Timeline