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: 206,136 shares; 2024Q4: 476,625 shares; 2025Q1: 505,421 shares; 2025Q2: 540,632 shares; 2025Q3: 586,779 shares; 2025Q4: 677,638 shares; 2026Q1: 747,549 shares; 2026Q2: 791,676 shares 791,676 $36M 6.04% +44,127 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: not reported; 2024Q4: not reported; 2025Q1: 913,854 shares; 2025Q2: 703,176 shares; 2025Q3: 677,878 shares; 2025Q4: 703,042 shares; 2026Q1: 694,084 shares; 2026Q2: 694,969 shares 694,969 $30.8M 5.17% +885 Timeline JMUB 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: 301,193 shares; 2025Q3: 417,520 shares; 2025Q4: 457,761 shares; 2026Q1: 491,448 shares; 2026Q2: 582,550 shares 582,550 $29.5M 4.95% +91,102 Timeline IDEV 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: 150,206 shares; 2025Q1: 161,301 shares; 2025Q2: 176,537 shares; 2025Q3: 190,896 shares; 2025Q4: 205,498 shares; 2026Q1: 225,035 shares; 2026Q2: 264,255 shares 264,255 $23.5M 3.95% +39,220 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,842 shares; 2024Q4: 153,073 shares; 2025Q1: 141,681 shares; 2025Q2: 140,334 shares; 2025Q3: 154,088 shares; 2025Q4: 164,116 shares; 2026Q1: 152,825 shares; 2026Q2: 168,024 shares 168,024 $21M 3.52% +15,199 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: 1,280 shares; 2024Q4: 17,540 shares; 2025Q1: 23,502 shares; 2025Q2: 23,105 shares; 2025Q3: 28,017 shares; 2025Q4: 31,594 shares; 2026Q1: 37,743 shares; 2026Q2: 41,482 shares 41,482 $15.3M 2.58% +3,739 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80,959 shares; 2025Q1: 91,335 shares; 2025Q2: 106,141 shares; 2025Q3: 110,240 shares; 2025Q4: 119,242 shares; 2026Q1: 140,791 shares; 2026Q2: 159,052 shares 159,052 $15.3M 2.58% +18,261 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,082 shares; 2024Q4: 170,438 shares; 2025Q1: 180,180 shares; 2025Q2: 190,871 shares; 2025Q3: 222,277 shares; 2025Q4: 235,280 shares; 2026Q1: 268,507 shares; 2026Q2: 287,972 shares 287,972 $15.1M 2.53% +19,465 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 40,127 shares; 2025Q1: 42,334 shares; 2025Q2: 47,243 shares; 2025Q3: 52,892 shares; 2025Q4: 56,152 shares; 2026Q1: 68,466 shares; 2026Q2: 145,297 shares 145,297 $14.6M 2.45% +76,831 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 419,376 shares; 2025Q1: 447,797 shares; 2025Q2: 469,540 shares; 2025Q3: 481,032 shares; 2025Q4: 510,088 shares; 2026Q1: 530,034 shares; 2026Q2: 537,848 shares 537,848 $14.3M 2.39% +7,814 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: 43,363 shares; 2024Q4: 44,809 shares; 2025Q1: 44,608 shares; 2025Q2: 46,364 shares; 2025Q3: 45,677 shares; 2025Q4: 46,133 shares; 2026Q1: 43,647 shares; 2026Q2: 46,509 shares 46,509 $13.5M 2.26% +2,862 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: not reported; 2024Q4: 140,167 shares; 2025Q1: 159,497 shares; 2025Q2: 179,164 shares; 2025Q3: 189,820 shares; 2025Q4: 204,097 shares; 2026Q1: 195,600 shares; 2026Q2: 220,204 shares 220,204 $11.9M 2% +24,604 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,222,342 shares; 2025Q3: 2,221,556 shares; 2025Q4: 2,218,703 shares; 2026Q1: 1,557,159 shares; 2026Q2: 1,556,607 shares 1,556,607 $11.6M 1.94% -552 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 134,137 shares; 2025Q1: 143,949 shares; 2025Q2: 153,160 shares; 2025Q3: 185,742 shares; 2025Q4: 169,951 shares; 2026Q1: 225,755 shares; 2026Q2: 237,186 shares 237,186 $11.5M 1.93% +11,431 Timeline MLN 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: 392,002 shares; 2024Q4: 388,935 shares; 2025Q1: 396,761 shares; 2025Q2: 292,847 shares; 2025Q3: 541,157 shares; 2025Q4: 610,501 shares; 2026Q1: 598,135 shares; 2026Q2: 576,062 shares 576,062 $10.2M 1.72% -22,073 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: 30,837 shares; 2024Q4: 30,763 shares; 2025Q1: 38,535 shares; 2025Q2: 39,208 shares; 2025Q3: 37,935 shares; 2025Q4: 40,766 shares; 2026Q1: 42,015 shares; 2026Q2: 49,676 shares 49,676 $9.94M 1.67% +7,661 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,221 shares; 2025Q3: 96,585 shares; 2025Q4: 104,255 shares; 2026Q1: 106,392 shares; 2026Q2: 106,019 shares 106,019 $9.46M 1.59% -373 Timeline DCOR 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: 109,007 shares; 2025Q3: 109,329 shares; 2025Q4: 120,452 shares; 2026Q1: 114,111 shares; 2026Q2: 113,387 shares 113,387 $9.3M 1.56% -724 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: 53,600 shares; 2024Q4: 120,721 shares; 2025Q1: 111,934 shares; 2025Q2: 111,049 shares; 2025Q3: 119,188 shares; 2025Q4: 118,971 shares; 2026Q1: 99,294 shares; 2026Q2: 109,438 shares 109,438 $8.26M 1.39% +10,144 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: 73,242 shares; 2026Q2: 78,075 shares 78,075 $7.02M 1.18% +4,833 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: 22,814 shares; 2024Q4: 23,559 shares; 2025Q1: 24,767 shares; 2025Q2: 25,570 shares; 2025Q3: 25,499 shares; 2025Q4: 28,636 shares; 2026Q1: 27,815 shares; 2026Q2: 28,971 shares 28,971 $6.9M 1.16% +1,156 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,784 shares; 2025Q4: 29,080 shares; 2026Q1: 48,156 shares; 2026Q2: 51,409 shares 51,409 $6.85M 1.15% +3,253 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 95,219 shares; 2025Q3: 96,822 shares; 2025Q4: 112,462 shares; 2026Q1: 219,407 shares; 2026Q2: 235,561 shares 235,561 $6.23M 1.05% +16,154 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: 14,163 shares; 2024Q4: 15,002 shares; 2025Q1: 15,133 shares; 2025Q2: 15,049 shares; 2025Q3: 14,656 shares; 2025Q4: 15,034 shares; 2026Q1: 15,020 shares; 2026Q2: 16,564 shares 16,564 $6.18M 1.04% +1,544 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,325 shares; 2026Q2: 31,541 shares 31,541 $6.05M 1.01% +2,216 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,126 shares; 2024Q4: 278,575 shares; 2025Q1: 304,387 shares; 2025Q2: 302,041 shares; 2025Q3: 293,851 shares; 2025Q4: 291,868 shares; 2026Q1: 80,224 shares; 2026Q2: 71,858 shares 71,858 $5.82M 0.98% -8,366 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,657 shares; 2024Q4: 201,226 shares; 2025Q1: 221,480 shares; 2025Q2: 240,178 shares; 2025Q3: 274,358 shares; 2025Q4: 314,700 shares; 2026Q1: 206,838 shares; 2026Q2: 213,091 shares 213,091 $5.76M 0.97% +6,253 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,859 shares; 2024Q4: 61,593 shares; 2025Q1: 60,576 shares; 2025Q2: 58,833 shares; 2025Q3: 57,250 shares; 2025Q4: 56,351 shares; 2026Q1: 55,565 shares; 2026Q2: 55,428 shares 55,428 $5.76M 0.97% -137 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,467 shares; 2025Q1: 32,270 shares; 2025Q2: 33,666 shares; 2025Q3: 43,373 shares; 2025Q4: 49,596 shares; 2026Q1: 56,220 shares; 2026Q2: 60,876 shares 60,876 $5.55M 0.93% +4,656 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: 8,147 shares; 2024Q4: 8,105 shares; 2025Q1: 8,095 shares; 2025Q2: 7,172 shares; 2025Q3: 7,388 shares; 2025Q4: 7,453 shares; 2026Q1: 7,412 shares; 2026Q2: 7,371 shares 7,371 $5.5M 0.92% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,227 shares; 2025Q4: 45,045 shares; 2026Q1: 43,824 shares; 2026Q2: 48,299 shares 48,299 $5M 0.84% +4,475 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,468 shares; 2024Q4: 168,496 shares; 2025Q1: 63,984 shares; 2025Q2: 59,378 shares; 2025Q3: 57,566 shares; 2025Q4: 57,580 shares; 2026Q1: 53,253 shares; 2026Q2: 50,596 shares 50,596 $4.75M 0.8% -2,657 Timeline MINT 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: 2,568 shares; 2025Q1: 2,344 shares; 2025Q2: 2,845 shares; 2025Q3: 6,197 shares; 2025Q4: 31,634 shares; 2026Q1: 51,012 shares; 2026Q2: 41,841 shares 41,841 $4.22M 0.71% -9,171 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: 11,504 shares; 2024Q4: 11,409 shares; 2025Q1: 11,494 shares; 2025Q2: 11,070 shares; 2025Q3: 11,198 shares; 2025Q4: 11,092 shares; 2026Q1: 11,085 shares; 2026Q2: 11,031 shares 11,031 $4.17M 0.7% -54 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: 9,624 shares; 2024Q4: 9,563 shares; 2025Q1: 9,684 shares; 2025Q2: 11,342 shares; 2025Q3: 11,210 shares; 2025Q4: 11,656 shares; 2026Q1: 11,776 shares; 2026Q2: 11,574 shares 11,574 $4.14M 0.69% -202 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: 36,477 shares; 2025Q2: 120,008 shares; 2025Q3: 112,687 shares; 2025Q4: 111,132 shares; 2026Q1: 107,187 shares; 2026Q2: 105,963 shares 105,963 $4.11M 0.69% -1,224 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: 3,985 shares; 2024Q4: 4,144 shares; 2025Q1: 4,136 shares; 2025Q2: 4,219 shares; 2025Q3: 4,335 shares; 2025Q4: 4,233 shares; 2026Q1: 4,098 shares; 2026Q2: 4,277 shares 4,277 $4M 0.67% +179 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,969 shares; 2026Q2: 37,917 shares 37,917 $3.97M 0.67% +26,948 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,080 shares; 2025Q3: 24,626 shares; 2025Q4: 24,026 shares; 2026Q1: 15,382 shares; 2026Q2: 16,873 shares 16,873 $3.95M 0.66% +1,491 Timeline SMMU 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: 59,008 shares; 2024Q4: 61,187 shares; 2025Q1: 65,874 shares; 2025Q2: 72,452 shares; 2025Q3: 53,436 shares; 2025Q4: 61,356 shares; 2026Q1: 61,186 shares; 2026Q2: 77,211 shares 77,211 $3.9M 0.65% +16,025 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: 23,704 shares; 2024Q4: 17,716 shares; 2025Q1: 12,568 shares; 2025Q2: 12,443 shares; 2025Q3: 11,352 shares; 2025Q4: 11,251 shares; 2026Q1: 10,709 shares; 2026Q2: 10,520 shares 10,520 $3.88M 0.65% -189 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 106,127 shares; 2026Q2: 135,945 shares 135,945 $3.86M 0.65% +29,818 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,494 shares; 2025Q3: 42,888 shares; 2025Q4: 44,752 shares; 2026Q1: 41,337 shares; 2026Q2: 48,206 shares 48,206 $3.67M 0.62% +6,869 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,051 shares; 2025Q2: 25,342 shares; 2025Q3: 23,887 shares; 2025Q4: 24,575 shares; 2026Q1: 23,072 shares; 2026Q2: 25,090 shares 25,090 $3.47M 0.58% +2,018 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,707 shares; 2025Q1: 12,517 shares; 2025Q2: 16,325 shares; 2025Q3: 42,455 shares; 2025Q4: 49,003 shares; 2026Q1: 53,633 shares; 2026Q2: 67,582 shares 67,582 $3.47M 0.58% +13,949 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91,451 shares; 2025Q1: 98,290 shares; 2025Q2: 105,286 shares; 2025Q3: 123,672 shares; 2025Q4: 68,752 shares; 2026Q1: 75,534 shares; 2026Q2: 76,428 shares 76,428 $3.4M 0.57% +894 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: 52,995 shares; 2024Q4: 72,264 shares; 2025Q1: 76,030 shares; 2025Q2: 66,636 shares; 2025Q3: 47,578 shares; 2025Q4: 50,147 shares; 2026Q1: 51,312 shares; 2026Q2: 64,829 shares 64,829 $3.33M 0.56% +13,517 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: 1,511 shares; 2024Q4: 1,571 shares; 2025Q1: 1,614 shares; 2025Q2: 1,793 shares; 2025Q3: 1,639 shares; 2025Q4: 1,487 shares; 2026Q1: 1,163 shares; 2026Q2: 10,856 shares 10,856 $3.28M 0.55% +9,693 Timeline XLB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,201 shares; 2026Q2: 61,346 shares 61,346 $3.12M 0.52% +6,145 Timeline ROBT 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: 55,097 shares 55,097 $3.1M 0.52% new Timeline IXC 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: 6,479 shares; 2026Q1: 56,932 shares; 2026Q2: 62,535 shares 62,535 $3.07M 0.52% +5,603 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: 63,203 shares; 2024Q4: 60,559 shares; 2025Q1: 60,408 shares; 2025Q2: 61,331 shares; 2025Q3: 61,120 shares; 2025Q4: 61,070 shares; 2026Q1: 60,648 shares; 2026Q2: 60,551 shares 60,551 $3.05M 0.51% -97 Timeline BILZ 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: 2,354 shares; 2024Q4: 3,384 shares; 2025Q1: 8,298 shares; 2025Q2: 10,123 shares; 2025Q3: 35,079 shares; 2025Q4: 39,827 shares; 2026Q1: 53,059 shares; 2026Q2: 27,945 shares 27,945 $2.82M 0.47% -25,114 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: 87,403 shares; 2024Q4: 17,076 shares; 2025Q1: 18,781 shares; 2025Q2: 15,576 shares; 2025Q3: 17,107 shares; 2025Q4: 22,362 shares; 2026Q1: 24,241 shares; 2026Q2: 29,329 shares 29,329 $2.77M 0.47% +5,088 Timeline FTAG 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: 83,821 shares; 2026Q2: 95,309 shares 95,309 $2.75M 0.46% +11,488 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: 723 shares; 2026Q1: not reported; 2026Q2: 2,272 shares 2,272 $2.62M 0.44% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,691 shares; 2024Q4: 23,487 shares; 2025Q1: 22,176 shares; 2025Q2: 15,749 shares; 2025Q3: 15,315 shares; 2025Q4: 15,309 shares; 2026Q1: 17,370 shares; 2026Q2: 17,304 shares 17,304 $2.57M 0.43% -66 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,955 shares; 2024Q4: 39,314 shares; 2025Q1: 35,332 shares; 2025Q2: 27,089 shares; 2025Q3: 24,585 shares; 2025Q4: 24,216 shares; 2026Q1: 23,250 shares; 2026Q2: 22,914 shares 22,914 $2.53M 0.42% -336 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: 143,061 shares; 2024Q4: 40,345 shares; 2025Q1: 35,457 shares; 2025Q2: 30,434 shares; 2025Q3: 29,850 shares; 2025Q4: 28,932 shares; 2026Q1: 29,554 shares; 2026Q2: 29,529 shares 29,529 $2.45M 0.41% -25 Timeline FXH 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: 4,969 shares; 2024Q4: 4,243 shares; 2025Q1: 2,505 shares; 2025Q2: 2,406 shares; 2025Q3: 1,851 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,911 shares 19,911 $2.44M 0.41% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,144 shares; 2024Q4: 37,164 shares; 2025Q1: 39,860 shares; 2025Q2: 42,848 shares; 2025Q3: 42,550 shares; 2025Q4: 47,004 shares; 2026Q1: 37,804 shares; 2026Q2: 43,773 shares 43,773 $2.42M 0.41% +5,969 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 13,865 shares 13,865 $2.41M 0.4% 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: 9,041 shares; 2026Q1: 9,711 shares; 2026Q2: 5,317 shares 5,317 $2.29M 0.38% -4,394 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: 4,816 shares; 2025Q1: 5,138 shares; 2025Q2: 4,931 shares; 2025Q3: 5,550 shares; 2025Q4: 18,365 shares; 2026Q1: 19,859 shares; 2026Q2: 19,168 shares 19,168 $2.25M 0.38% -691 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: 1,477 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,433 shares; 2025Q4: 1,663 shares; 2026Q1: 1,680 shares; 2026Q2: 3,611 shares 3,611 $2.1M 0.35% +1,931 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: 8,033 shares; 2024Q4: 8,057 shares; 2025Q1: 7,954 shares; 2025Q2: 7,576 shares; 2025Q3: 7,627 shares; 2025Q4: 7,282 shares; 2026Q1: 6,880 shares; 2026Q2: 6,400 shares 6,400 $2.09M 0.35% -480 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 11,479 shares; 2026Q2: 13,401 shares 13,401 $1.99M 0.33% +1,922 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 17,157 shares; 2026Q2: 19,979 shares 19,979 $1.98M 0.33% +2,822 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: 4,021 shares; 2024Q4: 4,002 shares; 2025Q1: 3,875 shares; 2025Q2: 14,974 shares; 2025Q3: 14,036 shares; 2025Q4: 13,649 shares; 2026Q1: 12,618 shares; 2026Q2: 12,035 shares 12,035 $1.98M 0.33% -583 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: 387 shares; 2024Q4: 402 shares; 2025Q1: 386 shares; 2025Q2: 2,072 shares; 2025Q3: 1,964 shares; 2025Q4: 19,277 shares; 2026Q1: 24,342 shares; 2026Q2: 26,859 shares 26,859 $1.92M 0.32% +2,517 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,007 shares; 2024Q4: 8,902 shares; 2025Q1: 10,012 shares; 2025Q2: 10,198 shares; 2025Q3: 11,637 shares; 2025Q4: 11,914 shares; 2026Q1: 11,825 shares; 2026Q2: 12,841 shares 12,841 $1.69M 0.28% +1,016 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,998 shares; 2024Q4: 13,941 shares; 2025Q1: 19,084 shares; 2025Q2: 44,929 shares; 2025Q3: 46,332 shares; 2025Q4: 46,506 shares; 2026Q1: 45,338 shares; 2026Q2: 45,503 shares 45,503 $1.68M 0.28% +165 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 4,788 shares; 2025Q1: 4,989 shares; 2025Q2: 5,231 shares; 2025Q3: 5,874 shares; 2025Q4: 6,271 shares; 2026Q1: 5,404 shares; 2026Q2: 6,187 shares 6,187 $1.68M 0.28% +783 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 36,117 shares; 2026Q2: 22,196 shares 22,196 $1.68M 0.28% -13,921 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,428 shares; 2024Q4: 12,528 shares; 2025Q1: 13,256 shares; 2025Q2: 12,868 shares; 2025Q3: 13,971 shares; 2025Q4: 14,365 shares; 2026Q1: 14,076 shares; 2026Q2: 16,422 shares 16,422 $1.66M 0.28% +2,346 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: 2,636 shares; 2024Q4: 2,704 shares; 2025Q1: 2,608 shares; 2025Q2: 4,609 shares; 2025Q3: 4,534 shares; 2025Q4: 5,010 shares; 2026Q1: 4,813 shares; 2026Q2: 4,592 shares 4,592 $1.62M 0.27% -221 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: 7,189 shares; 2024Q4: 6,838 shares; 2025Q1: 6,588 shares; 2025Q2: 6,773 shares; 2025Q3: 6,945 shares; 2025Q4: 6,944 shares; 2026Q1: 6,584 shares; 2026Q2: 9,641 shares 9,641 $1.6M 0.27% +3,057 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares; 2026Q1: 1,363 shares; 2026Q2: 1,526 shares 1,526 $1.59M 0.27% +163 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,965 shares; 2024Q4: 18,761 shares; 2025Q1: 19,930 shares; 2025Q2: 24,334 shares; 2025Q3: 26,681 shares; 2025Q4: 25,226 shares; 2026Q1: 17,788 shares; 2026Q2: 20,843 shares 20,843 $1.55M 0.26% +3,055 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: 2,362 shares; 2024Q4: 2,149 shares; 2025Q1: 2,361 shares; 2025Q2: 2,477 shares; 2025Q3: 2,072 shares; 2025Q4: 2,151 shares; 2026Q1: 2,036 shares; 2026Q2: 2,036 shares 2,036 $1.52M 0.26% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION 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: 46,628 shares; 2026Q2: 54,219 shares 54,219 $1.43M 0.24% +7,591 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,351 shares; 2026Q1: 8,338 shares; 2026Q2: 8,338 shares 8,338 $1.42M 0.24% 0 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: 9,261 shares; 2024Q4: 12,643 shares; 2025Q1: 13,262 shares; 2025Q2: 14,106 shares; 2025Q3: 13,478 shares; 2025Q4: 14,264 shares; 2026Q1: 15,697 shares; 2026Q2: 18,240 shares 18,240 $1.32M 0.22% +2,543 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,421 shares; 2024Q4: 15,540 shares; 2025Q1: 11,846 shares; 2025Q2: 25,489 shares; 2025Q3: 14,888 shares; 2025Q4: 14,620 shares; 2026Q1: 12,376 shares; 2026Q2: 11,441 shares 11,441 $1.23M 0.21% -935 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: 3,480 shares; 2024Q4: 3,498 shares; 2025Q1: 3,552 shares; 2025Q2: 3,806 shares; 2025Q3: 3,751 shares; 2025Q4: 3,606 shares; 2026Q1: 3,732 shares; 2026Q2: 3,587 shares 3,587 $1.23M 0.21% -145 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: 9,447 shares; 2024Q4: 9,437 shares; 2025Q1: 10,911 shares; 2025Q2: 10,645 shares; 2025Q3: 10,039 shares; 2025Q4: 10,743 shares; 2026Q1: 10,761 shares; 2026Q2: 10,680 shares 10,680 $1.21M 0.2% -81 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: 2,121 shares; 2024Q4: 2,136 shares; 2025Q1: 2,185 shares; 2025Q2: 2,061 shares; 2025Q3: 2,057 shares; 2025Q4: 2,111 shares; 2026Q1: 2,181 shares; 2026Q2: 2,097 shares 2,097 $1.18M 0.2% -84 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: 4,540 shares; 2024Q4: 5,188 shares; 2025Q1: 6,113 shares; 2025Q2: 7,151 shares; 2025Q3: 8,641 shares; 2025Q4: 10,345 shares; 2026Q1: 11,665 shares; 2026Q2: 11,846 shares 11,846 $1.16M 0.19% +181 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,554 shares; 2024Q4: 10,349 shares; 2025Q1: 10,440 shares; 2025Q2: 11,149 shares; 2025Q3: 11,071 shares; 2025Q4: 10,528 shares; 2026Q1: 10,433 shares; 2026Q2: 10,008 shares 10,008 $1.12M 0.19% -425 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,073 shares; 2025Q1: 2,042 shares; 2025Q2: 1,982 shares; 2025Q3: 1,982 shares; 2025Q4: 1,962 shares; 2026Q1: 2,135 shares; 2026Q2: 2,223 shares 2,223 $1.11M 0.19% +88 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: 761 shares; 2024Q4: 712 shares; 2025Q1: 602 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 1,604 shares; 2026Q1: 1,382 shares; 2026Q2: 1,596 shares 1,596 $1.1M 0.18% +214 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: 2,592 shares; 2024Q4: 2,528 shares; 2025Q1: 2,691 shares; 2025Q2: 2,501 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares; 2026Q1: 2,266 shares; 2026Q2: 4,550 shares 4,550 $1.08M 0.18% +2,284 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,100 shares; 2025Q4: 6,435 shares; 2026Q1: 7,101 shares; 2026Q2: 21,102 shares 21,102 $1.06M 0.18% +14,001 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,765 shares 13,765 $1.05M 0.18% 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: 974 shares; 2024Q4: 946 shares; 2025Q1: 915 shares; 2025Q2: 1,136 shares; 2025Q3: 1,131 shares; 2025Q4: 1,129 shares; 2026Q1: 1,510 shares; 2026Q2: 1,414 shares 1,414 $1.04M 0.17% -96 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: 1,039 shares; 2024Q4: 1,010 shares; 2025Q1: 997 shares; 2025Q2: 965 shares; 2025Q3: 846 shares; 2025Q4: 852 shares; 2026Q1: 837 shares; 2026Q2: 837 shares 837 $1M 0.17% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,044 shares; 2024Q4: 300,967 shares; 2025Q1: 314,677 shares; 2025Q2: 32,849 shares; 2025Q3: 18,834 shares; 2025Q4: 21,253 shares; 2026Q1: 20,101 shares; 2026Q2: 19,726 shares 19,726 $998K 0.17% -375 Timeline AVSU 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: 5,899 shares; 2024Q4: 6,398 shares; 2025Q1: 6,321 shares; 2025Q2: 10,983 shares; 2025Q3: 10,896 shares; 2025Q4: 11,427 shares; 2026Q1: 11,416 shares; 2026Q2: 11,151 shares 11,151 $987K 0.17% -265 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,057 shares; 2024Q4: 6,188 shares; 2025Q1: 4,890 shares; 2025Q2: 4,200 shares; 2025Q3: 4,066 shares; 2025Q4: 3,944 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $931K 0.16% 0 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: 12,353 shares; 2024Q4: 12,265 shares; 2025Q1: 12,111 shares; 2025Q2: 11,926 shares; 2025Q3: 11,764 shares; 2025Q4: 12,313 shares; 2026Q1: 11,847 shares; 2026Q2: 11,847 shares 11,847 $914K 0.15% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,044 shares; 2025Q3: 10,646 shares; 2025Q4: 11,560 shares; 2026Q1: 11,835 shares; 2026Q2: 11,835 shares 11,835 $904K 0.15% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,089 shares; 2024Q4: 3,089 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 2,975 shares; 2025Q4: 4,235 shares; 2026Q1: 4,236 shares; 2026Q2: 4,224 shares 4,224 $900K 0.15% -12 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: 7,234 shares; 2024Q4: 7,234 shares; 2025Q1: 7,233 shares; 2025Q2: 7,233 shares; 2025Q3: 7,665 shares; 2025Q4: 7,982 shares; 2026Q1: 7,632 shares; 2026Q2: 7,632 shares 7,632 $896K 0.15% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 1,606 shares; 2025Q1: 1,546 shares; 2025Q2: 1,884 shares; 2025Q3: 1,984 shares; 2025Q4: 1,776 shares; 2026Q1: 2,128 shares; 2026Q2: 2,129 shares 2,129 $884K 0.15% +1 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,718 shares; 2024Q4: 13,718 shares; 2025Q1: 13,718 shares; 2025Q2: 13,718 shares; 2025Q3: 11,608 shares; 2025Q4: 11,608 shares; 2026Q1: 11,608 shares; 2026Q2: 11,608 shares 11,608 $883K 0.15% 0 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: 939 shares; 2025Q1: 844 shares; 2025Q2: 947 shares; 2025Q3: 911 shares; 2025Q4: 888 shares; 2026Q1: 914 shares; 2026Q2: 915 shares 915 $880K 0.15% +1 Timeline TGT TARGET CORP More: the full row for TARGET 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: 7,275 shares; 2026Q1: 6,961 shares; 2026Q2: 6,705 shares 6,705 $876K 0.15% -256 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,481 shares; 2024Q4: 8,705 shares; 2025Q1: 8,948 shares; 2025Q2: 8,616 shares; 2025Q3: 8,857 shares; 2025Q4: 9,168 shares; 2026Q1: 9,350 shares; 2026Q2: 11,345 shares 11,345 $872K 0.15% +1,995 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,930 shares; 2024Q4: 17,973 shares; 2025Q1: 17,972 shares; 2025Q2: 17,972 shares; 2025Q3: 18,625 shares; 2025Q4: 17,945 shares; 2026Q1: 17,905 shares; 2026Q2: 17,905 shares 17,905 $864K 0.14% 0 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: not reported; 2025Q2: 5,784 shares; 2025Q3: 6,016 shares; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares; 2026Q2: 6,247 shares 6,247 $859K 0.14% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 14,524 shares; 2025Q1: 14,404 shares; 2025Q2: 14,238 shares; 2025Q3: 14,190 shares; 2025Q4: 14,148 shares; 2026Q1: 13,672 shares; 2026Q2: 13,654 shares 13,654 $779K 0.13% -18 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,264 shares; 2024Q4: 9,932 shares; 2025Q1: 11,304 shares; 2025Q2: 9,601 shares; 2025Q3: 7,896 shares; 2025Q4: 7,924 shares; 2026Q1: 7,556 shares; 2026Q2: 7,869 shares 7,869 $779K 0.13% +313 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.13% 0 Timeline BSV 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: 11,604 shares; 2024Q4: 9,996 shares; 2025Q1: 9,996 shares; 2025Q2: 9,996 shares; 2025Q3: 9,969 shares; 2025Q4: 9,462 shares; 2026Q1: 9,357 shares; 2026Q2: 9,357 shares 9,357 $729K 0.12% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,833 shares; 2024Q4: 23,818 shares; 2025Q1: 20,529 shares; 2025Q2: 16,526 shares; 2025Q3: 16,252 shares; 2025Q4: 16,287 shares; 2026Q1: 14,727 shares; 2026Q2: 14,686 shares 14,686 $708K 0.12% -41 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,046 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,092 shares 1,092 $700K 0.12% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,285 shares; 2024Q4: 234,483 shares; 2025Q1: 55,865 shares; 2025Q2: 18,261 shares; 2025Q3: 17,593 shares; 2025Q4: 19,802 shares; 2026Q1: 17,801 shares; 2026Q2: 18,510 shares 18,510 $676K 0.11% +709 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: 1,335 shares; 2024Q4: 1,584 shares; 2025Q1: 1,336 shares; 2025Q2: 1,492 shares; 2025Q3: 1,498 shares; 2025Q4: 1,555 shares; 2026Q1: 1,575 shares; 2026Q2: 1,592 shares 1,592 $670K 0.11% +17 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: 11,213 shares; 2024Q4: 13,459 shares; 2025Q1: 13,108 shares; 2025Q2: 12,443 shares; 2025Q3: 11,607 shares; 2025Q4: 12,545 shares; 2026Q1: 11,968 shares; 2026Q2: 11,594 shares 11,594 $661K 0.11% -374 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: 4,725 shares; 2024Q4: not reported; 2025Q1: 3,971 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 9,091 shares; 2026Q1: 9,091 shares; 2026Q2: 9,068 shares 9,068 $646K 0.11% -23 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,528 shares; 2025Q3: 15,020 shares; 2025Q4: 16,293 shares; 2026Q1: 16,771 shares; 2026Q2: 16,649 shares 16,649 $645K 0.11% -122 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: 6,235 shares; 2024Q4: 8,178 shares; 2025Q1: 8,016 shares; 2025Q2: 7,654 shares; 2025Q3: 5,467 shares; 2025Q4: 5,307 shares; 2026Q1: 4,923 shares; 2026Q2: 4,923 shares 4,923 $633K 0.11% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,858 shares; 2025Q3: 2,989 shares; 2025Q4: 2,654 shares; 2026Q1: 2,687 shares; 2026Q2: 2,663 shares 2,663 $633K 0.11% -24 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,390 shares; 2025Q1: 5,404 shares; 2025Q2: 5,702 shares; 2025Q3: 5,648 shares; 2025Q4: 6,135 shares; 2026Q1: 6,100 shares; 2026Q2: 6,104 shares 6,104 $628K 0.11% +4 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: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,921 shares; 2025Q3: 2,661 shares; 2025Q4: 2,714 shares; 2026Q1: 2,524 shares; 2026Q2: 2,492 shares 2,492 $627K 0.11% -32 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: 2,637 shares; 2025Q1: 2,499 shares; 2025Q2: 2,056 shares; 2025Q3: 2,049 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares; 2026Q2: 2,022 shares 2,022 $608K 0.1% -34 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: 1,818 shares; 2024Q4: 1,919 shares; 2025Q1: 1,882 shares; 2025Q2: 1,848 shares; 2025Q3: 1,839 shares; 2025Q4: 1,791 shares; 2026Q1: 1,687 shares; 2026Q2: 2,015 shares 2,015 $601K 0.1% +328 Timeline TDIV 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: 8,106 shares; 2024Q4: 8,056 shares; 2025Q1: 7,737 shares; 2025Q2: 5,887 shares; 2025Q3: 5,773 shares; 2025Q4: 5,707 shares; 2026Q1: 5,206 shares; 2026Q2: 5,226 shares 5,226 $600K 0.1% +20 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: not reported; 2025Q4: 1,203 shares; 2026Q1: 1,545 shares; 2026Q2: 1,240 shares 1,240 $592K 0.1% -305 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,795 shares; 2025Q2: 3,666 shares; 2025Q3: 3,807 shares; 2025Q4: 4,306 shares; 2026Q1: 4,538 shares; 2026Q2: 3,892 shares 3,892 $592K 0.1% -646 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,845 shares; 2025Q4: 3,805 shares; 2026Q1: 5,400 shares; 2026Q2: 5,334 shares 5,334 $586K 0.1% -66 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: 585 shares; 2024Q4: 583 shares; 2025Q1: 705 shares; 2025Q2: 556 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 564 shares; 2026Q2: 566 shares 566 $572K 0.1% +2 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,553 shares; 2024Q4: 6,889 shares; 2025Q1: 7,720 shares; 2025Q2: 9,139 shares; 2025Q3: 9,711 shares; 2025Q4: 8,107 shares; 2026Q1: 7,067 shares; 2026Q2: 6,898 shares 6,898 $570K 0.1% -169 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 1,620 shares; 2025Q1: 2,072 shares; 2025Q2: 6,480 shares; 2025Q3: 8,083 shares; 2025Q4: 6,480 shares; 2026Q1: 7,860 shares; 2026Q2: 6,480 shares 6,480 $564K 0.09% -1,380 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: 3,139 shares; 2024Q4: 2,920 shares; 2025Q1: 3,000 shares; 2025Q2: 2,620 shares; 2025Q3: 2,264 shares; 2025Q4: 2,254 shares; 2026Q1: 2,220 shares; 2026Q2: 2,202 shares 2,202 $559K 0.09% -18 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,675 shares; 2025Q3: 5,494 shares; 2025Q4: 5,312 shares; 2026Q1: 4,811 shares; 2026Q2: 4,791 shares 4,791 $551K 0.09% -20 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,746 shares; 2024Q4: 7,565 shares; 2025Q1: 7,369 shares; 2025Q2: 7,253 shares; 2025Q3: 7,154 shares; 2025Q4: 7,010 shares; 2026Q1: 6,348 shares; 2026Q2: 5,687 shares 5,687 $538K 0.09% -661 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: 1,673 shares; 2024Q4: 1,661 shares; 2025Q1: 1,766 shares; 2025Q2: 1,661 shares; 2025Q3: 1,672 shares; 2025Q4: 2,111 shares; 2026Q1: 1,979 shares; 2026Q2: 1,911 shares 1,911 $537K 0.09% -68 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: 2,706 shares; 2024Q4: 2,670 shares; 2025Q1: 2,597 shares; 2025Q2: 2,020 shares; 2025Q3: 1,815 shares; 2025Q4: 2,270 shares; 2026Q1: 2,466 shares; 2026Q2: 2,523 shares 2,523 $537K 0.09% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,411 shares; 2026Q2: 3,200 shares 3,200 $537K 0.09% -211 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 reported; 2026Q1: 744 shares; 2026Q2: 703 shares 703 $508K 0.09% -41 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,290 shares; 2026Q1: not reported; 2026Q2: 7,300 shares 7,300 $500K 0.08% 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: 989 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 986 shares; 2025Q3: 990 shares; 2025Q4: 986 shares; 2026Q1: 986 shares; 2026Q2: 986 shares 986 $488K 0.08% 0 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: 4,394 shares; 2024Q4: 4,523 shares; 2025Q1: 4,523 shares; 2025Q2: 5,082 shares; 2025Q3: 5,220 shares; 2025Q4: 10,756 shares; 2026Q1: 10,756 shares; 2026Q2: 10,756 shares 10,756 $488K 0.08% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 2,061 shares; 2026Q1: 2,058 shares; 2026Q2: 2,035 shares 2,035 $485K 0.08% -23 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 4,417 shares; 2025Q4: 4,074 shares; 2026Q1: 4,557 shares; 2026Q2: 3,934 shares 3,934 $484K 0.08% -623 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,165 shares; 2025Q1: 2,177 shares; 2025Q2: 1,698 shares; 2025Q3: 1,642 shares; 2025Q4: 1,592 shares; 2026Q1: 1,398 shares; 2026Q2: 1,837 shares 1,837 $478K 0.08% +439 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: 6,240 shares; 2024Q4: 6,101 shares; 2025Q1: 6,542 shares; 2025Q2: 6,220 shares; 2025Q3: 6,220 shares; 2025Q4: 7,938 shares; 2026Q1: 7,938 shares; 2026Q2: 7,938 shares 7,938 $474K 0.08% 0 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: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,860 shares; 2025Q2: 1,857 shares; 2025Q3: 1,648 shares; 2025Q4: 1,736 shares; 2026Q1: 1,718 shares; 2026Q2: 1,719 shares 1,719 $465K 0.08% +1 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: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 2,836 shares; 2025Q3: 2,836 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares; 2026Q2: 2,804 shares 2,804 $459K 0.08% 0 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: 4,959 shares; 2024Q4: 4,967 shares; 2025Q1: 4,967 shares; 2025Q2: 3,606 shares; 2025Q3: 3,859 shares; 2025Q4: 4,157 shares; 2026Q1: 4,157 shares; 2026Q2: 4,157 shares 4,157 $453K 0.08% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 3,523 shares; 2025Q1: 3,465 shares; 2025Q2: 3,809 shares; 2025Q3: 3,512 shares; 2025Q4: 3,339 shares; 2026Q1: 3,875 shares; 2026Q2: 3,167 shares 3,167 $434K 0.07% -708 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: 1,261 shares; 2024Q4: 1,249 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $419K 0.07% 0 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: 3,815 shares; 2024Q4: 3,759 shares; 2025Q1: 3,662 shares; 2025Q2: 3,637 shares; 2025Q3: 3,637 shares; 2025Q4: 3,626 shares; 2026Q1: 3,580 shares; 2026Q2: 3,554 shares 3,554 $417K 0.07% -26 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: not reported; 2026Q1: 944 shares; 2026Q2: 960 shares 960 $416K 0.07% +16 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,491 shares 1,491 $411K 0.07% new 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: 6,657 shares; 2024Q4: 6,067 shares; 2025Q1: 6,870 shares; 2025Q2: 7,351 shares; 2025Q3: 3,280 shares; 2025Q4: 3,231 shares; 2026Q1: 3,201 shares; 2026Q2: 3,031 shares 3,031 $410K 0.07% -170 Timeline QTEC 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: 1,275 shares; 2024Q4: 1,708 shares; 2025Q1: 2,127 shares; 2025Q2: 1,362 shares; 2025Q3: 1,363 shares; 2025Q4: 1,377 shares; 2026Q1: 1,176 shares; 2026Q2: 1,218 shares 1,218 $408K 0.07% +42 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: 49,440 shares; 2024Q4: 53,775 shares; 2025Q1: 2,971 shares; 2025Q2: 12,296 shares; 2025Q3: 12,536 shares; 2025Q4: 12,803 shares; 2026Q1: 3,415 shares; 2026Q2: 3,413 shares 3,413 $406K 0.07% -2 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares; 2026Q1: 1,596 shares; 2026Q2: 1,596 shares 1,596 $379K 0.06% 0 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: 2,882 shares; 2024Q4: 2,839 shares; 2025Q1: 2,735 shares; 2025Q2: 2,693 shares; 2025Q3: 2,743 shares; 2025Q4: 2,851 shares; 2026Q1: 2,598 shares; 2026Q2: 2,586 shares 2,586 $379K 0.06% -12 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: 2,676 shares; 2024Q4: 2,217 shares; 2025Q1: 1,902 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares 1,704 $371K 0.06% 0 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: 7,353 shares; 2024Q4: 7,442 shares; 2025Q1: 7,664 shares; 2025Q2: 8,166 shares; 2025Q3: 8,059 shares; 2025Q4: 7,922 shares; 2026Q1: 8,193 shares; 2026Q2: 4,064 shares 4,064 $369K 0.06% -4,129 Timeline DGRO 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: 5,187 shares; 2026Q2: 4,828 shares 4,828 $366K 0.06% -359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,255 shares; 2025Q3: 4,220 shares; 2025Q4: 3,720 shares; 2026Q1: 4,347 shares; 2026Q2: 5,137 shares 5,137 $357K 0.06% +790 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: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,677 shares; 2025Q2: 1,661 shares; 2025Q3: 1,634 shares; 2025Q4: 1,705 shares; 2026Q1: 1,684 shares; 2026Q2: 1,616 shares 1,616 $356K 0.06% -68 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: 2,985 shares; 2024Q4: 2,941 shares; 2025Q1: 2,824 shares; 2025Q2: 2,754 shares; 2025Q3: 2,638 shares; 2025Q4: 2,665 shares; 2026Q1: 2,420 shares; 2026Q2: 2,419 shares 2,419 $355K 0.06% -1 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,567 shares; 2024Q4: 2,639 shares; 2025Q1: 2,028 shares; 2025Q2: 2,305 shares; 2025Q3: 2,248 shares; 2025Q4: 2,114 shares; 2026Q1: 2,191 shares; 2026Q2: 1,730 shares 1,730 $337K 0.06% -461 Timeline XLRE 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: not reported; 2024Q4: not reported; 2025Q1: 5,881 shares; 2025Q2: 6,887 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,577 shares; 2026Q2: 7,577 shares 7,577 $334K 0.06% 0 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: 3,499 shares; 2024Q4: 2,989 shares; 2025Q1: 3,584 shares; 2025Q2: 2,638 shares; 2025Q3: 2,515 shares; 2025Q4: 2,362 shares; 2026Q1: 2,362 shares; 2026Q2: 2,362 shares 2,362 $323K 0.05% 0 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 3,555 shares; 2025Q4: 3,975 shares; 2026Q1: 3,945 shares; 2026Q2: 3,927 shares 3,927 $321K 0.05% -18 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: 3,262 shares; 2024Q4: 3,276 shares; 2025Q1: 3,276 shares; 2025Q2: 2,041 shares; 2025Q3: 2,027 shares; 2025Q4: 2,041 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $319K 0.05% 0 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: 2,281 shares; 2024Q4: 2,281 shares; 2025Q1: 2,445 shares; 2025Q2: 2,270 shares; 2025Q3: 1,622 shares; 2025Q4: 1,743 shares; 2026Q1: 1,671 shares; 2026Q2: 1,671 shares 1,671 $309K 0.05% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,338 shares; 2024Q4: 7,121 shares; 2025Q1: 5,728 shares; 2025Q2: 3,688 shares; 2025Q3: 3,780 shares; 2025Q4: 3,772 shares; 2026Q1: 3,277 shares; 2026Q2: 3,186 shares 3,186 $308K 0.05% -91 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,371 shares; 2024Q4: 9,293 shares; 2025Q1: 9,153 shares; 2025Q2: 9,091 shares; 2025Q3: 9,386 shares; 2025Q4: 9,286 shares; 2026Q1: 8,434 shares; 2026Q2: 9,479 shares 9,479 $303K 0.05% +1,045 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,145 shares; 2024Q4: 1,250 shares; 2025Q1: 1,260 shares; 2025Q2: 1,250 shares; 2025Q3: 1,105 shares; 2025Q4: 1,757 shares; 2026Q1: 1,752 shares; 2026Q2: 1,257 shares 1,257 $299K 0.05% -495 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 reported; 2026Q1: not reported; 2026Q2: 389 shares 389 $297K 0.05% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,597 shares; 2024Q4: 3,618 shares; 2025Q1: 3,617 shares; 2025Q2: 2,692 shares; 2025Q3: 2,673 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692 $295K 0.05% 0 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: 12,866 shares; 2024Q4: 12,535 shares; 2025Q1: 7,302 shares; 2025Q2: 7,256 shares; 2025Q3: 7,575 shares; 2025Q4: 7,733 shares; 2026Q1: 7,079 shares; 2026Q2: 6,667 shares 6,667 $291K 0.05% -412 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 619 shares; 2025Q1: 594 shares; 2025Q2: 576 shares; 2025Q3: 507 shares; 2025Q4: 569 shares; 2026Q1: 562 shares; 2026Q2: 561 shares 561 $288K 0.05% -1 Timeline DFLV 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: 10,391 shares; 2025Q3: 7,729 shares; 2025Q4: 7,905 shares; 2026Q1: 7,308 shares; 2026Q2: 7,205 shares 7,205 $285K 0.05% -103 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 639 shares; 2025Q2: 591 shares; 2025Q3: 566 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 3,300 shares 3,300 $284K 0.05% +2,750 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $283K 0.05% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,361 shares; 2025Q1: 2,334 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares 2,016 $282K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347 shares; 2024Q4: 1,367 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,276 shares; 2025Q4: 1,307 shares; 2026Q1: 1,257 shares; 2026Q2: 1,257 shares 1,257 $282K 0.05% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $280K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,667 shares; 2024Q4: 6,575 shares; 2025Q1: 6,944 shares; 2025Q2: 7,668 shares; 2025Q3: 8,391 shares; 2025Q4: 8,438 shares; 2026Q1: 914 shares; 2026Q2: 793 shares 793 $280K 0.05% -121 Timeline VGSH 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: 3,794 shares; 2024Q4: 3,794 shares; 2025Q1: 3,794 shares; 2025Q2: 3,794 shares; 2025Q3: 4,370 shares; 2025Q4: 4,770 shares; 2026Q1: 4,770 shares; 2026Q2: 4,770 shares 4,770 $278K 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 198 shares; 2025Q2: 2,970 shares; 2025Q3: 3,010 shares; 2025Q4: 2,970 shares; 2026Q1: 2,969 shares; 2026Q2: 2,968 shares 2,968 $273K 0.05% -1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,369 shares; 2025Q2: not reported; 2025Q3: 2,069 shares; 2025Q4: 1,944 shares; 2026Q1: 1,981 shares; 2026Q2: 1,944 shares 1,944 $272K 0.05% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,096 shares 1,096 $270K 0.05% -28 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,049 shares 1,049 $268K 0.05% new 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: 2,131 shares; 2024Q4: 2,123 shares; 2025Q1: 1,893 shares; 2025Q2: 1,011 shares; 2025Q3: 993 shares; 2025Q4: 991 shares; 2026Q1: 831 shares; 2026Q2: 3,324 shares 3,324 $268K 0.04% +2,493 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,810 shares; 2025Q1: 8,810 shares; 2025Q2: 8,810 shares; 2025Q3: 9,372 shares; 2025Q4: 10,094 shares; 2026Q1: 10,094 shares; 2026Q2: 10,094 shares 10,094 $265K 0.04% 0 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: not reported; 2024Q4: 1,389 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,261 shares; 2026Q2: 1,213 shares 1,213 $263K 0.04% -48 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: not reported; 2024Q4: 982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 4,162 shares; 2026Q1: not reported; 2026Q2: 1,382 shares 1,382 $263K 0.04% new 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: 573 shares; 2024Q4: 507 shares; 2025Q1: 523 shares; 2025Q2: 507 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $259K 0.04% 0 Timeline AFLG 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: 7,193 shares; 2025Q2: not reported; 2025Q3: 5,219 shares; 2025Q4: 5,586 shares; 2026Q1: not reported; 2026Q2: 5,724 shares 5,724 $249K 0.04% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 268 shares; 2025Q4: 273 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $248K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 341 shares; 2026Q2: 108 shares 108 $246K 0.04% -233 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: 579 shares; 2024Q4: 513 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 455 shares; 2025Q4: 451 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $244K 0.04% 0 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: 2,261 shares; 2025Q4: 1,708 shares; 2026Q1: 1,440 shares; 2026Q2: 377 shares 377 $241K 0.04% -1,063 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,799 shares; 2024Q4: 3,799 shares; 2025Q1: 3,819 shares; 2025Q2: 3,799 shares; 2025Q3: 3,391 shares; 2025Q4: 3,391 shares; 2026Q1: 3,391 shares; 2026Q2: 3,391 shares 3,391 $239K 0.04% 0 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,556 shares; 2025Q4: 3,533 shares; 2026Q1: 3,225 shares; 2026Q2: 3,128 shares 3,128 $239K 0.04% -97 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: 875 shares; 2024Q4: 786 shares; 2025Q1: 739 shares; 2025Q2: 722 shares; 2025Q3: 663 shares; 2025Q4: 643 shares; 2026Q1: 510 shares; 2026Q2: 460 shares 460 $239K 0.04% -50 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: 645 shares; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644 shares; 2026Q1: 645 shares; 2026Q2: 647 shares 647 $234K 0.04% +2 Timeline IJJ 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: 1,582 shares; 2026Q2: 1,573 shares 1,573 $232K 0.04% -9 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: 3,902 shares; 2024Q4: 3,748 shares; 2025Q1: 3,829 shares; 2025Q2: 3,169 shares; 2025Q3: not reported; 2025Q4: 2,880 shares; 2026Q1: 2,885 shares; 2026Q2: 2,848 shares 2,848 $231K 0.04% -37 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,652 shares 1,652 $231K 0.04% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 468 shares 468 $226K 0.04% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $217K 0.04% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $215K 0.04% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 372 shares 372 $213K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares 178 $210K 0.04% new Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,160 shares; 2024Q4: 1,542 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,079 shares 1,079 $209K 0.04% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 150 shares 150 $204K 0.03% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,226 shares 2,226 $203K 0.03% 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: 10,020 shares; 2025Q2: 10,313 shares; 2025Q3: 10,693 shares; 2025Q4: 10,943 shares; 2026Q1: 9,924 shares; 2026Q2: 9,624 shares 9,624 $201K 0.03% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $200K 0.03% new Timeline FDN 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: 1,832 shares; 2024Q4: 1,791 shares; 2025Q1: 1,117 shares; 2025Q2: 912 shares; 2025Q3: 898 shares; 2025Q4: 911 shares; 2026Q1: not reported; 2026Q2: 756 shares 756 $200K 0.03% new Timeline OBIO ORCHESTRA BIOMED HLDGS INC More: the full row for ORCHESTRA BIOMED HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,402 shares; 2024Q4: 13,402 shares; 2025Q1: 13,402 shares; 2025Q2: 13,402 shares; 2025Q3: 13,402 shares; 2025Q4: 13,402 shares; 2026Q1: 13,402 shares; 2026Q2: 13,402 shares 13,402 $57.8K 0.01% 0 Timeline ARQQW ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM 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: 30,154 shares 30,154 $2.16K <0.01% new Timeline