GSLC 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: 124,686 shares; 2024Q4: 121,766 shares; 2025Q1: 119,153 shares; 2025Q2: 116,477 shares; 2025Q3: 117,925 shares; 2025Q4: 118,320 shares; 2026Q1: 3,491 shares; 2026Q2: 113,602 shares 113,602 $16.1M 6.72% +110,111 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: 39,214 shares; 2024Q4: 25,217 shares; 2025Q1: 25,612 shares; 2025Q2: 26,692 shares; 2025Q3: 26,403 shares; 2025Q4: 26,878 shares; 2026Q1: 584 shares; 2026Q2: 28,583 shares 28,583 $8.27M 3.45% +27,999 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: 32,591 shares; 2024Q4: 32,122 shares; 2025Q1: 31,353 shares; 2025Q2: 33,134 shares; 2025Q3: 33,094 shares; 2025Q4: 34,423 shares; 2026Q1: 14,939 shares; 2026Q2: 34,596 shares 34,596 $8.25M 3.44% +19,657 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,087 shares; 2024Q4: 143,255 shares; 2025Q1: 150,767 shares; 2025Q2: 160,864 shares; 2025Q3: 169,976 shares; 2025Q4: 185,129 shares; 2026Q1: 43,447 shares; 2026Q2: 225,107 shares 225,107 $7.79M 3.25% +181,660 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: 22,223 shares; 2024Q4: 22,060 shares; 2025Q1: 24,397 shares; 2025Q2: 27,751 shares; 2025Q3: 27,769 shares; 2025Q4: 30,400 shares; 2026Q1: not reported; 2026Q2: 33,339 shares 33,339 $6.67M 2.78% new Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,302 shares; 2024Q4: 18,103 shares; 2025Q1: 32,831 shares; 2025Q2: 39,797 shares; 2025Q3: 45,163 shares; 2025Q4: 58,881 shares; 2026Q1: not reported; 2026Q2: 196,306 shares 196,306 $6.37M 2.66% new 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: 15,209 shares; 2024Q4: 14,056 shares; 2025Q1: 14,421 shares; 2025Q2: 15,230 shares; 2025Q3: 15,111 shares; 2025Q4: 15,492 shares; 2026Q1: not reported; 2026Q2: 16,737 shares 16,737 $6.24M 2.6% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,049 shares; 2024Q4: 57,353 shares; 2025Q1: 57,747 shares; 2025Q2: 58,644 shares; 2025Q3: 59,947 shares; 2025Q4: 61,716 shares; 2026Q1: not reported; 2026Q2: 60,332 shares 60,332 $6.11M 2.54% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,175 shares; 2024Q4: 108,254 shares; 2025Q1: 148,769 shares; 2025Q2: 140,936 shares; 2025Q3: 164,479 shares; 2025Q4: 153,961 shares; 2026Q1: 60,130 shares; 2026Q2: 147,818 shares 147,818 $5.7M 2.38% +87,688 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: 18,528 shares; 2024Q4: 17,715 shares; 2025Q1: 17,416 shares; 2025Q2: 17,488 shares; 2025Q3: 17,092 shares; 2025Q4: 17,077 shares; 2026Q1: not reported; 2026Q2: 15,893 shares 15,893 $5.2M 2.17% new 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: 1,385 shares; 2024Q4: 1,445 shares; 2025Q1: 1,746 shares; 2025Q2: 8,638 shares; 2025Q3: 8,791 shares; 2025Q4: 9,519 shares; 2026Q1: not reported; 2026Q2: 10,725 shares 10,725 $4.05M 1.69% new 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: 27,062 shares; 2024Q4: 26,263 shares; 2025Q1: 25,710 shares; 2025Q2: 25,569 shares; 2025Q3: 25,517 shares; 2025Q4: 24,965 shares; 2026Q1: not reported; 2026Q2: 17,694 shares 17,694 $3.88M 1.62% new 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: 5,371 shares; 2024Q4: 5,160 shares; 2025Q1: 4,989 shares; 2025Q2: 5,129 shares; 2025Q3: 4,998 shares; 2025Q4: 5,063 shares; 2026Q1: 1,912 shares; 2026Q2: 5,047 shares 5,047 $3.78M 1.57% +3,135 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,969 shares; 2024Q4: 118,373 shares; 2025Q1: 113,324 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,075 shares; 2026Q1: not reported; 2026Q2: 79,433 shares 79,433 $3.67M 1.53% new 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: 6,692 shares; 2024Q4: 7,352 shares; 2025Q1: 8,930 shares; 2025Q2: 9,465 shares; 2025Q3: 11,101 shares; 2025Q4: 13,796 shares; 2026Q1: not reported; 2026Q2: 45,661 shares 45,661 $3.63M 1.51% new 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: 11,441 shares; 2024Q4: 11,119 shares; 2025Q1: 10,746 shares; 2025Q2: 11,027 shares; 2025Q3: 10,624 shares; 2025Q4: 10,586 shares; 2026Q1: 5,500 shares; 2026Q2: 9,637 shares 9,637 $3.41M 1.42% +4,137 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,700 shares; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494 $3.4M 1.42% new Timeline SPYM 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: 36,891 shares; 2024Q4: 36,312 shares; 2025Q1: 35,966 shares; 2025Q2: 35,758 shares; 2025Q3: 35,552 shares; 2025Q4: 35,549 shares; 2026Q1: not reported; 2026Q2: 35,080 shares 35,080 $3.08M 1.28% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,266 shares; 2024Q4: 5,406 shares; 2025Q1: 4,173 shares; 2025Q2: 4,025 shares; 2025Q3: 4,178 shares; 2025Q4: 4,292 shares; 2026Q1: not reported; 2026Q2: 4,073 shares 4,073 $3.04M 1.27% new 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: 1,649 shares; 2024Q4: 3,172 shares; 2025Q1: 4,691 shares; 2025Q2: 4,993 shares; 2025Q3: 5,753 shares; 2025Q4: 8,540 shares; 2026Q1: not reported; 2026Q2: 8,683 shares 8,683 $2.96M 1.23% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,020 shares; 2024Q4: 34,951 shares; 2025Q1: 48,926 shares; 2025Q2: 59,116 shares; 2025Q3: 75,054 shares; 2025Q4: 64,015 shares; 2026Q1: not reported; 2026Q2: 68,350 shares 68,350 $2.49M 1.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,522 shares; 2024Q4: 5,096 shares; 2025Q1: 3,320 shares; 2025Q2: 4,155 shares; 2025Q3: 4,582 shares; 2025Q4: 5,806 shares; 2026Q1: not reported; 2026Q2: 5,826 shares 5,826 $2.48M 1.03% new 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: 70,635 shares; 2024Q4: 69,748 shares; 2025Q1: 69,015 shares; 2025Q2: 69,424 shares; 2025Q3: 68,464 shares; 2025Q4: 66,966 shares; 2026Q1: not reported; 2026Q2: 43,761 shares 43,761 $2.47M 1.03% new Timeline XLSR 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: 47,862 shares; 2024Q4: 42,477 shares; 2025Q1: 35,134 shares; 2025Q2: 35,133 shares; 2025Q3: 35,673 shares; 2025Q4: 35,303 shares; 2026Q1: not reported; 2026Q2: 36,048 shares 36,048 $2.34M 0.97% new 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: 59,624 shares; 2024Q4: 50,920 shares; 2025Q1: 46,508 shares; 2025Q2: 46,963 shares; 2025Q3: 47,378 shares; 2025Q4: 48,642 shares; 2026Q1: not reported; 2026Q2: 46,369 shares 46,369 $2.34M 0.97% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,955 shares; 2024Q4: 24,411 shares; 2025Q1: 28,986 shares; 2025Q2: 29,231 shares; 2025Q3: 28,904 shares; 2025Q4: 31,460 shares; 2026Q1: not reported; 2026Q2: 31,408 shares 31,408 $2.27M 0.94% new Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 17,881 shares; 2025Q4: 38,818 shares; 2026Q1: 32,975 shares; 2026Q2: 53,445 shares 53,445 $2.21M 0.92% +20,470 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,907 shares; 2024Q4: 7,217 shares; 2025Q1: 10,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,289 shares; 2026Q1: not reported; 2026Q2: 40,493 shares 40,493 $2.12M 0.88% new Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,841 shares; 2025Q2: 33,790 shares; 2025Q3: 37,038 shares; 2025Q4: 40,926 shares; 2026Q1: 1,750 shares; 2026Q2: 72,019 shares 72,019 $2.11M 0.88% +70,269 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: 3,306 shares; 2024Q4: 2,847 shares; 2025Q1: 2,954 shares; 2025Q2: 3,432 shares; 2025Q3: 3,535 shares; 2025Q4: 4,244 shares; 2026Q1: 541 shares; 2026Q2: 5,681 shares 5,681 $2.03M 0.85% +5,140 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,636 shares; 2024Q4: 13,565 shares; 2025Q1: 13,648 shares; 2025Q2: 13,985 shares; 2025Q3: 13,847 shares; 2025Q4: 13,091 shares; 2026Q1: not reported; 2026Q2: 12,723 shares 12,723 $1.84M 0.77% new 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: 710 shares; 2024Q4: 303 shares; 2025Q1: 1,221 shares; 2025Q2: 1,288 shares; 2025Q3: 1,342 shares; 2025Q4: 1,369 shares; 2026Q1: not reported; 2026Q2: 1,524 shares 1,524 $1.83M 0.76% new 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: 2,511 shares; 2024Q4: 2,458 shares; 2025Q1: 2,928 shares; 2025Q2: 3,253 shares; 2025Q3: 3,180 shares; 2025Q4: 3,342 shares; 2026Q1: not reported; 2026Q2: 3,241 shares 3,241 $1.83M 0.76% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,069 shares; 2024Q4: 15,080 shares; 2025Q1: 16,237 shares; 2025Q2: 15,873 shares; 2025Q3: 14,342 shares; 2025Q4: 14,547 shares; 2026Q1: 11,364 shares; 2026Q2: 18,280 shares 18,280 $1.78M 0.74% +6,916 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: 8,626 shares; 2024Q4: 7,845 shares; 2025Q1: 13,496 shares; 2025Q2: 13,800 shares; 2025Q3: 13,746 shares; 2025Q4: 14,884 shares; 2026Q1: not reported; 2026Q2: 15,094 shares 15,094 $1.71M 0.71% new Timeline GSUS 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: 12,301 shares; 2024Q4: 12,301 shares; 2025Q1: 12,301 shares; 2025Q2: 14,124 shares; 2025Q3: 13,955 shares; 2025Q4: 13,664 shares; 2026Q1: not reported; 2026Q2: 15,648 shares 15,648 $1.61M 0.67% new 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: 3,633 shares; 2024Q4: 3,536 shares; 2025Q1: 4,308 shares; 2025Q2: 4,482 shares; 2025Q3: 4,429 shares; 2025Q4: 4,510 shares; 2026Q1: not reported; 2026Q2: 4,627 shares 4,627 $1.59M 0.66% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,176 shares; 2025Q1: 1,990 shares; 2025Q2: 1,803 shares; 2025Q3: 1,678 shares; 2025Q4: 1,668 shares; 2026Q1: not reported; 2026Q2: 1,468 shares 1,468 $1.56M 0.65% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,477 shares; 2024Q4: 9,458 shares; 2025Q1: 10,142 shares; 2025Q2: 11,701 shares; 2025Q3: 11,502 shares; 2025Q4: 11,921 shares; 2026Q1: not reported; 2026Q2: 11,289 shares 11,289 $1.54M 0.64% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,282 shares 22,282 $1.52M 0.63% new 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: 4,734 shares; 2024Q4: 4,840 shares; 2025Q1: 3,539 shares; 2025Q2: 2,198 shares; 2025Q3: 2,064 shares; 2025Q4: 2,084 shares; 2026Q1: not reported; 2026Q2: 2,077 shares 2,077 $1.5M 0.63% new 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 reported; 2026Q1: not reported; 2026Q2: 49,599 shares 49,599 $1.45M 0.6% new Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,769 shares; 2024Q4: 16,578 shares; 2025Q1: 20,452 shares; 2025Q2: 23,976 shares; 2025Q3: 31,384 shares; 2025Q4: 41,097 shares; 2026Q1: 14,430 shares; 2026Q2: 57,555 shares 57,555 $1.43M 0.6% +43,125 Timeline VXF 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: 6,299 shares; 2024Q4: 5,998 shares; 2025Q1: 5,864 shares; 2025Q2: 5,801 shares; 2025Q3: 5,682 shares; 2025Q4: 5,827 shares; 2026Q1: not reported; 2026Q2: 5,746 shares 5,746 $1.41M 0.59% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,981 shares; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,995 shares; 2025Q4: 4,147 shares; 2026Q1: not reported; 2026Q2: 4,183 shares 4,183 $1.4M 0.58% new Timeline FWD 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: 3,320 shares; 2025Q2: 4,969 shares; 2025Q3: 5,360 shares; 2025Q4: 6,605 shares; 2026Q1: 9,355 shares; 2026Q2: 9,438 shares 9,438 $1.4M 0.58% +83 Timeline SPEM 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: 39,063 shares; 2024Q4: 34,288 shares; 2025Q1: 28,204 shares; 2025Q2: 27,074 shares; 2025Q3: 26,733 shares; 2025Q4: 26,845 shares; 2026Q1: not reported; 2026Q2: 26,357 shares 26,357 $1.36M 0.57% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,291 shares; 2024Q4: 126,383 shares; 2025Q1: 123,967 shares; 2025Q2: 125,626 shares; 2025Q3: 127,514 shares; 2025Q4: 121,914 shares; 2026Q1: 487 shares; 2026Q2: 41,972 shares 41,972 $1.33M 0.55% +41,485 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,481 shares; 2024Q4: 28,023 shares; 2025Q1: 25,984 shares; 2025Q2: 25,655 shares; 2025Q3: 23,520 shares; 2025Q4: 22,873 shares; 2026Q1: 14,060 shares; 2026Q2: 18,656 shares 18,656 $1.3M 0.54% +4,596 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,392 shares; 2025Q4: 1,361 shares; 2026Q1: not reported; 2026Q2: 1,328 shares 1,328 $1.28M 0.53% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,096 shares; 2025Q2: 1,102 shares; 2025Q3: 1,201 shares; 2025Q4: 1,245 shares; 2026Q1: not reported; 2026Q2: 1,190 shares 1,190 $1.2M 0.5% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,567 shares; 2024Q4: 29,359 shares; 2025Q1: 34,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,029 shares; 2026Q1: not reported; 2026Q2: 29,717 shares 29,717 $1.17M 0.49% new 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: 1,020 shares; 2024Q4: 915 shares; 2025Q1: 1,461 shares; 2025Q2: 1,712 shares; 2025Q3: 1,730 shares; 2025Q4: 2,550 shares; 2026Q1: not reported; 2026Q2: 2,751 shares 2,751 $1.16M 0.48% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 827 shares; 2026Q2: 3,731 shares 3,731 $1.13M 0.47% +2,904 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: 3,745 shares; 2024Q4: 3,631 shares; 2025Q1: 2,293 shares; 2025Q2: 2,592 shares; 2025Q3: 2,675 shares; 2025Q4: 2,715 shares; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $1.12M 0.47% new Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,899 shares; 2024Q4: 67,025 shares; 2025Q1: 81,742 shares; 2025Q2: 87,569 shares; 2025Q3: 84,209 shares; 2025Q4: 68,602 shares; 2026Q1: 5,094 shares; 2026Q2: 60,636 shares 60,636 $1.12M 0.47% +55,542 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: 594 shares; 2024Q4: 630 shares; 2025Q1: 599 shares; 2025Q2: 678 shares; 2025Q3: 798 shares; 2025Q4: 11,735 shares; 2026Q1: not reported; 2026Q2: 14,364 shares 14,364 $1.03M 0.43% new 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: 4,113 shares; 2024Q4: 4,124 shares; 2025Q1: 4,323 shares; 2025Q2: 4,389 shares; 2025Q3: 4,949 shares; 2025Q4: 5,252 shares; 2026Q1: not reported; 2026Q2: 5,315 shares 5,315 $1.01M 0.42% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,551 shares; 2024Q4: 15,447 shares; 2025Q1: 15,682 shares; 2025Q2: 16,077 shares; 2025Q3: 15,329 shares; 2025Q4: 14,782 shares; 2026Q1: not reported; 2026Q2: 15,002 shares 15,002 $1.01M 0.42% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,063 shares; 2024Q4: 1,025 shares; 2025Q1: 2,656 shares; 2025Q2: 2,723 shares; 2025Q3: 3,053 shares; 2025Q4: 2,878 shares; 2026Q1: not reported; 2026Q2: 2,710 shares 2,710 $1M 0.42% new 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: 16,452 shares; 2024Q4: 16,212 shares; 2025Q1: 13,630 shares; 2025Q2: 13,761 shares; 2025Q3: 15,201 shares; 2025Q4: 15,364 shares; 2026Q1: 7,778 shares; 2026Q2: 14,858 shares 14,858 $1M 0.42% +7,080 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: 19,523 shares; 2024Q4: 18,560 shares; 2025Q1: 18,711 shares; 2025Q2: 17,775 shares; 2025Q3: 16,997 shares; 2025Q4: 17,693 shares; 2026Q1: not reported; 2026Q2: 17,212 shares 17,212 $981K 0.41% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,447 shares; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $969K 0.4% new 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: 21,656 shares; 2024Q4: 17,882 shares; 2025Q1: 15,958 shares; 2025Q2: 15,642 shares; 2025Q3: 17,217 shares; 2025Q4: 17,268 shares; 2026Q1: not reported; 2026Q2: 16,473 shares 16,473 $950K 0.4% new 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: 714 shares; 2025Q1: 719 shares; 2025Q2: 799 shares; 2025Q3: 789 shares; 2025Q4: 766 shares; 2026Q1: not reported; 2026Q2: 790 shares 790 $928K 0.39% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,079 shares; 2026Q1: not reported; 2026Q2: 14,844 shares 14,844 $912K 0.38% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 915 shares; 2025Q1: 868 shares; 2025Q2: 900 shares; 2025Q3: 903 shares; 2025Q4: 949 shares; 2026Q1: not reported; 2026Q2: 789 shares 789 $894K 0.37% new 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: 5,489 shares; 2024Q4: 5,238 shares; 2025Q1: 5,291 shares; 2025Q2: 5,142 shares; 2025Q3: 5,091 shares; 2025Q4: 4,776 shares; 2026Q1: not reported; 2026Q2: 4,807 shares 4,807 $890K 0.37% new 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: 15,990 shares; 2024Q4: 15,203 shares; 2025Q1: 15,487 shares; 2025Q2: 15,694 shares; 2025Q3: 16,210 shares; 2025Q4: 15,334 shares; 2026Q1: not reported; 2026Q2: 16,540 shares 16,540 $887K 0.37% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 418 shares; 2025Q1: 1,603 shares; 2025Q2: 1,611 shares; 2025Q3: 1,765 shares; 2025Q4: 1,750 shares; 2026Q1: not reported; 2026Q2: 1,766 shares 1,766 $885K 0.37% new 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: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 2,911 shares; 2025Q2: 2,810 shares; 2025Q3: 2,808 shares; 2025Q4: 5,616 shares; 2026Q1: not reported; 2026Q2: 4,614 shares 4,614 $879K 0.37% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,886 shares; 2026Q1: not reported; 2026Q2: 17,039 shares 17,039 $860K 0.36% new 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: 8,066 shares; 2024Q4: 8,116 shares; 2025Q1: 8,224 shares; 2025Q2: 8,453 shares; 2025Q3: 8,519 shares; 2025Q4: 16,372 shares; 2026Q1: not reported; 2026Q2: 16,189 shares 16,189 $860K 0.36% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,434 shares; 2024Q4: 5,359 shares; 2025Q1: 5,253 shares; 2025Q2: 5,103 shares; 2025Q3: 5,084 shares; 2025Q4: 5,084 shares; 2026Q1: not reported; 2026Q2: 5,085 shares 5,085 $860K 0.36% new Timeline NBSM NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 22,084 shares; 2025Q3: 25,877 shares; 2025Q4: 26,514 shares; 2026Q1: not reported; 2026Q2: 29,136 shares 29,136 $836K 0.35% new 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: 3,280 shares; 2024Q4: 3,136 shares; 2025Q1: 3,006 shares; 2025Q2: 3,039 shares; 2025Q3: 2,998 shares; 2025Q4: 2,966 shares; 2026Q1: 2,420 shares; 2026Q2: 3,287 shares 3,287 $827K 0.34% +867 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: 5,234 shares; 2024Q4: 5,297 shares; 2025Q1: 5,290 shares; 2025Q2: 5,297 shares; 2025Q3: 5,515 shares; 2025Q4: 5,592 shares; 2026Q1: not reported; 2026Q2: 5,991 shares 5,991 $824K 0.34% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,365 shares; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares; 2026Q1: not reported; 2026Q2: 4,365 shares 4,365 $821K 0.34% new Timeline GEM 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: 14,621 shares; 2024Q4: 14,539 shares; 2025Q1: 14,299 shares; 2025Q2: 13,703 shares; 2025Q3: 13,773 shares; 2025Q4: 13,743 shares; 2026Q1: 410 shares; 2026Q2: 14,422 shares 14,422 $750K 0.31% +14,012 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,290 shares; 2025Q4: 15,629 shares; 2026Q1: not reported; 2026Q2: 22,544 shares 22,544 $739K 0.31% new 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: 3,016 shares; 2024Q4: 3,247 shares; 2025Q1: 3,599 shares; 2025Q2: 3,599 shares; 2025Q3: 3,703 shares; 2025Q4: 3,698 shares; 2026Q1: not reported; 2026Q2: 3,077 shares 3,077 $728K 0.3% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,239 shares; 2025Q1: 1,282 shares; 2025Q2: 1,275 shares; 2025Q3: 1,292 shares; 2025Q4: 1,844 shares; 2026Q1: not reported; 2026Q2: 1,870 shares 1,870 $677K 0.28% new Timeline IFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,555 shares 12,555 $666K 0.28% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 827 shares; 2025Q1: 604 shares; 2025Q2: 636 shares; 2025Q3: 638 shares; 2025Q4: 656 shares; 2026Q1: not reported; 2026Q2: 635 shares 635 $662K 0.28% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,447 shares; 2025Q2: 1,624 shares; 2025Q3: 1,832 shares; 2025Q4: 2,207 shares; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $659K 0.27% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 7,721 shares; 2025Q2: 7,804 shares; 2025Q3: 7,837 shares; 2025Q4: 8,180 shares; 2026Q1: not reported; 2026Q2: 8,314 shares 8,314 $650K 0.27% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 5,146 shares; 2025Q1: 2,862 shares; 2025Q2: 2,980 shares; 2025Q3: 2,825 shares; 2025Q4: 2,136 shares; 2026Q1: not reported; 2026Q2: 1,906 shares 1,906 $649K 0.27% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,305 shares; 2026Q1: not reported; 2026Q2: 1,462 shares 1,462 $634K 0.26% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 749 shares; 2025Q4: 1,003 shares; 2026Q1: not reported; 2026Q2: 1,308 shares 1,308 $625K 0.26% new Timeline GSIE 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: 14,933 shares; 2024Q4: 13,709 shares; 2025Q1: 13,709 shares; 2025Q2: 13,709 shares; 2025Q3: 13,709 shares; 2025Q4: 13,709 shares; 2026Q1: not reported; 2026Q2: 13,658 shares 13,658 $624K 0.26% 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: 21,209 shares; 2024Q4: 20,793 shares; 2025Q1: 20,507 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,567 shares; 2026Q1: not reported; 2026Q2: 8,252 shares 8,252 $623K 0.26% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,378 shares; 2024Q4: not reported; 2025Q1: 4,511 shares; 2025Q2: 4,603 shares; 2025Q3: 6,337 shares; 2025Q4: 6,379 shares; 2026Q1: not reported; 2026Q2: 7,046 shares 7,046 $618K 0.26% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 2,510 shares; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $614K 0.26% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 6,228 shares; 2025Q1: 6,468 shares; 2025Q2: 6,740 shares; 2025Q3: 6,625 shares; 2025Q4: 6,655 shares; 2026Q1: not reported; 2026Q2: 5,870 shares 5,870 $607K 0.25% new 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: 2,902 shares; 2024Q4: 6,045 shares; 2025Q1: 6,010 shares; 2025Q2: 5,946 shares; 2025Q3: 5,889 shares; 2025Q4: 5,463 shares; 2026Q1: not reported; 2026Q2: 5,092 shares 5,092 $606K 0.25% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: not reported; 2025Q3: 1,592 shares; 2025Q4: 1,871 shares; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $604K 0.25% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,217 shares; 2024Q4: 6,365 shares; 2025Q1: 6,594 shares; 2025Q2: 8,414 shares; 2025Q3: 8,297 shares; 2025Q4: 8,482 shares; 2026Q1: not reported; 2026Q2: 9,061 shares 9,061 $603K 0.25% new Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,473 shares; 2024Q4: 7,456 shares; 2025Q1: 7,432 shares; 2025Q2: 8,147 shares; 2025Q3: 8,497 shares; 2025Q4: 8,544 shares; 2026Q1: 4,707 shares; 2026Q2: 8,275 shares 8,275 $577K 0.24% +3,568 Timeline FXL 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: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 2,719 shares; 2025Q2: 2,619 shares; 2025Q3: 2,637 shares; 2025Q4: 2,637 shares; 2026Q1: 180 shares; 2026Q2: 2,612 shares 2,612 $567K 0.24% +2,432 Timeline SPAB 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: 20,823 shares; 2024Q4: 28,116 shares; 2025Q1: 28,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,358 shares; 2026Q1: not reported; 2026Q2: 22,014 shares 22,014 $562K 0.23% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,819 shares; 2025Q1: 2,152 shares; 2025Q2: 2,777 shares; 2025Q3: 3,702 shares; 2025Q4: 3,863 shares; 2026Q1: not reported; 2026Q2: 3,550 shares 3,550 $555K 0.23% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 601 shares; 2024Q4: 590 shares; 2025Q1: 886 shares; 2025Q2: 867 shares; 2025Q3: 951 shares; 2025Q4: 5,041 shares; 2026Q1: not reported; 2026Q2: 5,366 shares 5,366 $533K 0.22% 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: 1,142 shares; 2025Q2: 1,195 shares; 2025Q3: 1,268 shares; 2025Q4: 926 shares; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $524K 0.22% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $521K 0.22% new Timeline AGGS HARBOR ETF TRUST More: the full row for HARBOR 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: 15,101 shares; 2026Q1: not reported; 2026Q2: 12,617 shares 12,617 $516K 0.21% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 686 shares; 2026Q1: not reported; 2026Q2: 716 shares 716 $516K 0.21% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 446 shares 446 $515K 0.21% new Timeline JPIN 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: 7,221 shares; 2024Q4: 6,834 shares; 2025Q1: 6,940 shares; 2025Q2: 6,656 shares; 2025Q3: 6,914 shares; 2025Q4: 6,866 shares; 2026Q1: not reported; 2026Q2: 7,099 shares 7,099 $513K 0.21% new Timeline JGRO 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: 3,822 shares; 2024Q4: 4,018 shares; 2025Q1: 3,824 shares; 2025Q2: 3,876 shares; 2025Q3: 4,345 shares; 2025Q4: 4,568 shares; 2026Q1: not reported; 2026Q2: 4,966 shares 4,966 $490K 0.2% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,181 shares; 2024Q4: 17,924 shares; 2025Q1: 17,848 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,878 shares; 2026Q1: not reported; 2026Q2: 9,342 shares 9,342 $480K 0.2% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,394 shares; 2025Q1: 3,468 shares; 2025Q2: 4,350 shares; 2025Q3: 4,318 shares; 2025Q4: 3,815 shares; 2026Q1: not reported; 2026Q2: 3,045 shares 3,045 $477K 0.2% new 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: 35,389 shares; 2024Q4: 34,951 shares; 2025Q1: 34,188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,261 shares; 2026Q1: not reported; 2026Q2: 11,234 shares 11,234 $476K 0.2% new 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: 5,930 shares; 2024Q4: 5,242 shares; 2025Q1: 4,736 shares; 2025Q2: 4,883 shares; 2025Q3: 4,177 shares; 2025Q4: 3,983 shares; 2026Q1: not reported; 2026Q2: 4,051 shares 4,051 $476K 0.2% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,627 shares; 2025Q3: 1,745 shares; 2025Q4: 1,660 shares; 2026Q1: not reported; 2026Q2: 1,748 shares 1,748 $473K 0.2% 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: 2,342 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: not reported; 2026Q2: 2,054 shares 2,054 $466K 0.19% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,077 shares; 2024Q4: 3,063 shares; 2025Q1: 4,138 shares; 2025Q2: 5,138 shares; 2025Q3: 5,041 shares; 2025Q4: 4,841 shares; 2026Q1: not reported; 2026Q2: 4,811 shares 4,811 $464K 0.19% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 5,997 shares; 2025Q3: 6,154 shares; 2025Q4: 4,857 shares; 2026Q1: not reported; 2026Q2: 4,678 shares 4,678 $448K 0.19% new 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: not reported; 2024Q4: 637 shares; 2025Q1: 959 shares; 2025Q2: 987 shares; 2025Q3: 928 shares; 2025Q4: 867 shares; 2026Q1: not reported; 2026Q2: 607 shares 607 $447K 0.19% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,194 shares; 2024Q4: 11,836 shares; 2025Q1: 5,957 shares; 2025Q2: 10,387 shares; 2025Q3: 9,476 shares; 2025Q4: 8,796 shares; 2026Q1: not reported; 2026Q2: 9,616 shares 9,616 $447K 0.19% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,376 shares; 2024Q4: 14,146 shares; 2025Q1: 13,694 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,440 shares; 2026Q1: not reported; 2026Q2: 4,095 shares 4,095 $447K 0.19% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $435K 0.18% new 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: 2,785 shares; 2024Q4: 2,724 shares; 2025Q1: 2,565 shares; 2025Q2: 2,943 shares; 2025Q3: 2,726 shares; 2025Q4: 2,436 shares; 2026Q1: not reported; 2026Q2: 2,619 shares 2,619 $434K 0.18% new 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: 367 shares; 2024Q4: 282 shares; 2025Q1: 430 shares; 2025Q2: 567 shares; 2025Q3: 541 shares; 2025Q4: 494 shares; 2026Q1: not reported; 2026Q2: 464 shares 464 $434K 0.18% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,508 shares; 2025Q2: 3,508 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: not reported; 2026Q2: 3,780 shares 3,780 $430K 0.18% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,207 shares; 2024Q4: not reported; 2025Q1: 5,155 shares; 2025Q2: 5,227 shares; 2025Q3: 5,302 shares; 2025Q4: 5,432 shares; 2026Q1: not reported; 2026Q2: 4,597 shares 4,597 $429K 0.18% new 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: 11,188 shares; 2024Q4: 10,688 shares; 2025Q1: 10,698 shares; 2025Q2: 10,690 shares; 2025Q3: 10,893 shares; 2025Q4: 10,733 shares; 2026Q1: not reported; 2026Q2: 8,639 shares 8,639 $428K 0.18% new 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: 897 shares; 2024Q4: 872 shares; 2025Q1: 1,023 shares; 2025Q2: 988 shares; 2025Q3: 998 shares; 2025Q4: 1,028 shares; 2026Q1: 125 shares; 2026Q2: 849 shares 849 $425K 0.18% +724 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: 12,196 shares; 2024Q4: 11,965 shares; 2025Q1: 11,648 shares; 2025Q2: 2,962 shares; 2025Q3: 3,123 shares; 2025Q4: 2,724 shares; 2026Q1: not reported; 2026Q2: 2,854 shares 2,854 $419K 0.17% new Timeline BUFI 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 reported; 2026Q1: 9,722 shares; 2026Q2: 9,698 shares 9,698 $411K 0.17% -24 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 297 shares; 2026Q1: 5 shares; 2026Q2: 417 shares 417 $401K 0.17% +412 Timeline FISR 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: 20,052 shares; 2024Q4: 15,504 shares; 2025Q1: 10,715 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,062 shares; 2026Q1: not reported; 2026Q2: 15,619 shares 15,619 $401K 0.17% new 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: 5,805 shares; 2024Q4: 5,776 shares; 2025Q1: 3,466 shares; 2025Q2: 3,490 shares; 2025Q3: 3,549 shares; 2025Q4: 3,571 shares; 2026Q1: 165 shares; 2026Q2: 3,373 shares 3,373 $397K 0.17% +3,208 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,647 shares; 2025Q1: 1,748 shares; 2025Q2: 847 shares; 2025Q3: 902 shares; 2025Q4: 1,052 shares; 2026Q1: 101 shares; 2026Q2: 1,167 shares 1,167 $395K 0.16% +1,066 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 278 shares; 2026Q2: 665 shares 665 $386K 0.16% +387 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $381K 0.16% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,370 shares; 2024Q4: 27,820 shares; 2025Q1: 18,112 shares; 2025Q2: 17,468 shares; 2025Q3: 16,433 shares; 2025Q4: 5,718 shares; 2026Q1: not reported; 2026Q2: 5,969 shares 5,969 $375K 0.16% new Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,739 shares; 2024Q4: 5,876 shares; 2025Q1: 5,551 shares; 2025Q2: 5,569 shares; 2025Q3: 5,569 shares; 2025Q4: 5,587 shares; 2026Q1: 2,191 shares; 2026Q2: 5,324 shares 5,324 $370K 0.15% +3,133 Timeline BIL 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: 5,412 shares; 2024Q4: 5,613 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,682 shares; 2026Q1: not reported; 2026Q2: 3,996 shares 3,996 $366K 0.15% new Timeline GWX 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: 12,290 shares; 2024Q4: 7,928 shares; 2025Q1: 8,000 shares; 2025Q2: 7,440 shares; 2025Q3: 7,674 shares; 2025Q4: 7,750 shares; 2026Q1: not reported; 2026Q2: 8,259 shares 8,259 $361K 0.15% new 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: 1,492 shares; 2024Q4: 1,159 shares; 2025Q1: 953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: not reported; 2026Q2: 968 shares 968 $357K 0.15% new Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,384 shares; 2024Q4: 6,252 shares; 2025Q1: 6,065 shares; 2025Q2: 6,122 shares; 2025Q3: 6,067 shares; 2025Q4: 6,015 shares; 2026Q1: not reported; 2026Q2: 6,011 shares 6,011 $354K 0.15% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,027 shares; 2024Q4: 5,431 shares; 2025Q1: 5,588 shares; 2025Q2: 5,600 shares; 2025Q3: 6,010 shares; 2025Q4: 6,350 shares; 2026Q1: not reported; 2026Q2: 6,201 shares 6,201 $350K 0.15% new 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: 5,276 shares; 2024Q4: 5,865 shares; 2025Q1: 6,699 shares; 2025Q2: 7,027 shares; 2025Q3: 7,717 shares; 2025Q4: 4,863 shares; 2026Q1: not reported; 2026Q2: 6,917 shares 6,917 $350K 0.15% new 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,385 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079 $340K 0.14% new 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: 1,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,644 shares 2,644 $340K 0.14% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 10,639 shares; 2025Q1: 8,723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,513 shares; 2026Q1: not reported; 2026Q2: 8,254 shares 8,254 $333K 0.14% new Timeline OAKG HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 13,000 shares; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $327K 0.14% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $324K 0.14% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 6,698 shares; 2025Q1: 6,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,310 shares; 2026Q1: not reported; 2026Q2: 6,355 shares 6,355 $317K 0.13% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,089 shares; 2024Q4: 6,104 shares; 2025Q1: 11,107 shares; 2025Q2: 11,135 shares; 2025Q3: 8,061 shares; 2025Q4: 8,080 shares; 2026Q1: 1,753 shares; 2026Q2: 6,932 shares 6,932 $308K 0.13% +5,179 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: 6,141 shares; 2024Q4: 6,061 shares; 2025Q1: 2,154 shares; 2025Q2: 2,182 shares; 2025Q3: 2,177 shares; 2025Q4: 2,221 shares; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $305K 0.13% new Timeline FGD 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: 11,496 shares; 2024Q4: 11,071 shares; 2025Q1: 11,071 shares; 2025Q2: 11,071 shares; 2025Q3: 10,071 shares; 2025Q4: 10,071 shares; 2026Q1: not reported; 2026Q2: 9,471 shares 9,471 $303K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares; 2026Q2: 7,017 shares 7,017 $297K 0.12% +6,022 Timeline QUS 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: 1,968 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,969 shares; 2025Q3: 1,969 shares; 2025Q4: 1,870 shares; 2026Q1: not reported; 2026Q2: 1,555 shares 1,555 $291K 0.12% new Timeline OAKI HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,208 shares 11,208 $289K 0.12% new Timeline GSC 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 reported; 2026Q1: not reported; 2026Q2: 4,165 shares 4,165 $288K 0.12% new Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,613 shares; 2024Q4: 8,266 shares; 2025Q1: 7,858 shares; 2025Q2: 6,043 shares; 2025Q3: 4,892 shares; 2025Q4: 4,401 shares; 2026Q1: not reported; 2026Q2: 3,368 shares 3,368 $288K 0.12% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,157 shares 1,157 $285K 0.12% new Timeline TAFI 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: 8,107 shares; 2026Q1: not reported; 2026Q2: 11,228 shares 11,228 $283K 0.12% new 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: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: 3,620 shares; 2025Q4: 3,620 shares; 2026Q1: not reported; 2026Q2: 3,620 shares 3,620 $279K 0.12% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 672 shares 672 $279K 0.12% 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: 2,279 shares; 2025Q3: 2,314 shares; 2025Q4: 2,467 shares; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $277K 0.12% new Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,900 shares; 2025Q2: 9,982 shares; 2025Q3: 8,747 shares; 2025Q4: 8,273 shares; 2026Q1: not reported; 2026Q2: 8,908 shares 8,908 $272K 0.11% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: not reported; 2026Q2: 671 shares 671 $267K 0.11% new Timeline SPHD 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: 5,363 shares; 2025Q4: 5,963 shares; 2026Q1: not reported; 2026Q2: 5,222 shares 5,222 $265K 0.11% new 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: 4,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,278 shares; 2025Q3: 4,569 shares; 2025Q4: 4,580 shares; 2026Q1: not reported; 2026Q2: 4,407 shares 4,407 $263K 0.11% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,150 shares; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $261K 0.11% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 984 shares; 2025Q1: 1,142 shares; 2025Q2: 1,195 shares; 2025Q3: 1,099 shares; 2025Q4: 1,977 shares; 2026Q1: not reported; 2026Q2: 1,359 shares 1,359 $259K 0.11% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,170 shares; 2025Q2: 9,170 shares; 2025Q3: 9,170 shares; 2025Q4: 9,170 shares; 2026Q1: not reported; 2026Q2: 9,170 shares 9,170 $259K 0.11% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $256K 0.11% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,659 shares 4,659 $255K 0.11% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: not reported; 2026Q2: 905 shares 905 $254K 0.11% new Timeline GSSC 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: 2,681 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,787 shares 2,787 $254K 0.11% new Timeline GNR 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: 6,353 shares; 2024Q4: 6,282 shares; 2025Q1: 5,453 shares; 2025Q2: 4,818 shares; 2025Q3: 4,330 shares; 2025Q4: 4,061 shares; 2026Q1: not reported; 2026Q2: 3,759 shares 3,759 $253K 0.11% new Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,440 shares; 2024Q4: 7,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,385 shares; 2025Q4: 13,140 shares; 2026Q1: not reported; 2026Q2: 7,190 shares 7,190 $249K 0.1% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: 2,089 shares; 2025Q1: 1,950 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares; 2025Q4: 1,893 shares; 2026Q1: not reported; 2026Q2: 1,509 shares 1,509 $248K 0.1% new Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,140 shares; 2024Q4: 14,844 shares; 2025Q1: 14,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,654 shares; 2026Q1: not reported; 2026Q2: 11,120 shares 11,120 $246K 0.1% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $245K 0.1% new Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,553 shares 7,553 $240K 0.1% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,504 shares; 2026Q1: not reported; 2026Q2: 2,308 shares 2,308 $235K 0.1% new Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,483 shares 1,483 $233K 0.1% new Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR 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: 6,377 shares; 2026Q1: not reported; 2026Q2: 5,037 shares 5,037 $229K 0.1% new Timeline HYG 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: 3,013 shares; 2025Q1: 3,080 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,779 shares; 2026Q1: not reported; 2026Q2: 2,829 shares 2,829 $226K 0.09% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,068 shares 1,068 $223K 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,584 shares; 2025Q1: 2,831 shares; 2025Q2: 2,780 shares; 2025Q3: 2,507 shares; 2025Q4: 2,576 shares; 2026Q1: not reported; 2026Q2: 1,007 shares 1,007 $222K 0.09% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,760 shares; 2024Q4: 13,610 shares; 2025Q1: 13,610 shares; 2025Q2: 13,600 shares; 2025Q3: 13,525 shares; 2025Q4: 13,705 shares; 2026Q1: not reported; 2026Q2: 12,275 shares 12,275 $220K 0.09% new Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,957 shares; 2025Q4: 2,957 shares; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $217K 0.09% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: not reported; 2026Q2: 872 shares 872 $217K 0.09% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,411 shares; 2024Q4: 8,344 shares; 2025Q1: 8,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,240 shares; 2026Q1: not reported; 2026Q2: 2,244 shares 2,244 $216K 0.09% new Timeline SPEU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,641 shares; 2025Q3: 4,637 shares; 2025Q4: 4,180 shares; 2026Q1: not reported; 2026Q2: 3,927 shares 3,927 $216K 0.09% new Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,090 shares 5,090 $213K 0.09% new Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,730 shares 6,730 $212K 0.09% new Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423 shares; 2026Q2: 8,532 shares 8,532 $209K 0.09% +8,109 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,326 shares 2,326 $209K 0.09% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,722 shares; 2026Q1: not reported; 2026Q2: 4,765 shares 4,765 $208K 0.09% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,127 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,218 shares; 2025Q4: 1,178 shares; 2026Q1: not reported; 2026Q2: 1,237 shares 1,237 $208K 0.09% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,162 shares; 2026Q1: not reported; 2026Q2: 9,913 shares 9,913 $207K 0.09% new Timeline SLYG 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: 2,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,725 shares 1,725 $205K 0.09% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,635 shares; 2024Q4: 4,677 shares; 2025Q1: 4,677 shares; 2025Q2: 2,977 shares; 2025Q3: 2,640 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,277 shares 2,277 $205K 0.09% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $201K 0.08% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $201K 0.08% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 10,565 shares; 2026Q1: not reported; 2026Q2: 13,565 shares 13,565 $78.7K 0.03% new Timeline