EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,745 shares; 2024Q4: 454,315 shares; 2025Q1: 468,456 shares; 2025Q2: 557,991 shares; 2025Q3: 617,107 shares; 2025Q4: 617,107 shares; 2026Q1: 649,671 shares; 2026Q2: 651,452 shares 651,452 $66.6M 5.22% +1,781 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: 576,205 shares; 2024Q4: 631,665 shares; 2025Q1: 666,297 shares; 2025Q2: 742,316 shares; 2025Q3: 811,599 shares; 2025Q4: 817,382 shares; 2026Q1: 807,580 shares; 2026Q2: 769,660 shares 769,660 $58.1M 4.55% -37,920 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: 202,433 shares; 2024Q4: 185,318 shares; 2025Q1: 178,014 shares; 2025Q2: 178,347 shares; 2025Q3: 181,230 shares; 2025Q4: 188,623 shares; 2026Q1: 189,278 shares; 2026Q2: 189,028 shares 189,028 $56.8M 4.45% -250 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,216 shares; 2024Q4: 305,179 shares; 2025Q1: 294,338 shares; 2025Q2: 294,221 shares; 2025Q3: 298,366 shares; 2025Q4: 300,654 shares; 2026Q1: 307,946 shares; 2026Q2: 302,472 shares 302,472 $53.5M 4.2% -5,474 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: 281,210 shares; 2024Q4: 267,839 shares; 2025Q1: 289,587 shares; 2025Q2: 289,992 shares; 2025Q3: 277,488 shares; 2025Q4: 263,025 shares; 2026Q1: 262,342 shares; 2026Q2: 261,581 shares 261,581 $52.3M 4.1% -761 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: 185,935 shares; 2024Q4: 176,146 shares; 2025Q1: 171,959 shares; 2025Q2: 171,458 shares; 2025Q3: 170,082 shares; 2025Q4: 179,648 shares; 2026Q1: 183,426 shares; 2026Q2: 183,125 shares 183,125 $43.6M 3.42% -301 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: 116,671 shares; 2024Q4: 111,317 shares; 2025Q1: 109,645 shares; 2025Q2: 109,122 shares; 2025Q3: 108,537 shares; 2025Q4: 106,355 shares; 2026Q1: 108,366 shares; 2026Q2: 108,447 shares 108,447 $40.5M 3.17% +81 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: 77,678 shares; 2024Q4: 75,282 shares; 2025Q1: 75,180 shares; 2025Q2: 74,756 shares; 2025Q3: 74,968 shares; 2025Q4: 73,181 shares; 2026Q1: 79,462 shares; 2026Q2: 445,408 shares 445,408 $38.4M 3.01% +365,946 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,107 shares; 2024Q4: 267,415 shares; 2025Q1: 260,250 shares; 2025Q2: 263,508 shares; 2025Q3: 249,722 shares; 2025Q4: 247,540 shares; 2026Q1: 248,431 shares; 2026Q2: 243,852 shares 243,852 $36.2M 2.84% -4,579 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: 4,310 shares; 2025Q3: 10,935 shares; 2025Q4: 95,029 shares; 2026Q1: 112,279 shares; 2026Q2: 375,921 shares 375,921 $28.4M 2.23% +263,642 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: 100,086 shares; 2024Q4: 98,515 shares; 2025Q1: 90,305 shares; 2025Q2: 88,807 shares; 2025Q3: 87,669 shares; 2025Q4: 87,293 shares; 2026Q1: 85,580 shares; 2026Q2: 85,086 shares 85,086 $27.9M 2.18% -494 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: 379,287 shares; 2024Q4: 379,147 shares; 2025Q1: 385,268 shares; 2025Q2: 387,385 shares; 2025Q3: 390,596 shares; 2025Q4: 394,406 shares; 2026Q1: 403,001 shares; 2026Q2: 390,820 shares 390,820 $27.8M 2.18% -12,181 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: 22,779 shares; 2024Q4: 22,647 shares; 2025Q1: 22,647 shares; 2025Q2: 22,691 shares; 2025Q3: 22,602 shares; 2025Q4: 20,582 shares; 2026Q1: 21,991 shares; 2026Q2: 22,936 shares 22,936 $27.5M 2.16% +945 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,334 shares; 2024Q4: 135,719 shares; 2025Q1: 118,928 shares; 2025Q2: 118,390 shares; 2025Q3: 119,040 shares; 2025Q4: 113,683 shares; 2026Q1: 114,226 shares; 2026Q2: 109,865 shares 109,865 $27.4M 2.15% -4,361 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,593 shares; 2024Q4: 179,328 shares; 2025Q1: 178,112 shares; 2025Q2: 178,461 shares; 2025Q3: 176,868 shares; 2025Q4: 176,030 shares; 2026Q1: 183,460 shares; 2026Q2: 178,856 shares 178,856 $24.9M 1.95% -4,604 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: 204,813 shares; 2024Q4: 33,037 shares; 2025Q1: 175,316 shares; 2025Q2: 290,334 shares; 2025Q3: 301,187 shares; 2025Q4: 368,439 shares; 2026Q1: 407,510 shares; 2026Q2: 405,803 shares 405,803 $23.6M 1.85% -1,707 Timeline VGK 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: 185,420 shares; 2024Q4: 184,258 shares; 2025Q1: 210,846 shares; 2025Q2: 211,308 shares; 2025Q3: 234,213 shares; 2025Q4: 234,213 shares; 2026Q1: 255,116 shares; 2026Q2: 254,060 shares 254,060 $22.5M 1.76% -1,056 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: 143,229 shares; 2024Q4: 135,509 shares; 2025Q1: 135,399 shares; 2025Q2: 135,357 shares; 2025Q3: 174,337 shares; 2025Q4: 181,591 shares; 2026Q1: 210,228 shares; 2026Q2: 213,114 shares 213,114 $20.6M 1.61% +2,886 Timeline AVUS 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: 105,175 shares; 2024Q4: 108,584 shares; 2025Q1: 111,523 shares; 2025Q2: 113,037 shares; 2025Q3: 116,008 shares; 2025Q4: 117,917 shares; 2026Q1: 156,513 shares; 2026Q2: 158,579 shares 158,579 $20.3M 1.59% +2,066 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: 24,899 shares; 2024Q4: 24,871 shares; 2025Q1: 24,877 shares; 2025Q2: 24,624 shares; 2025Q3: 24,166 shares; 2025Q4: 23,974 shares; 2026Q1: 23,998 shares; 2026Q2: 23,629 shares 23,629 $17.7M 1.39% -369 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,549 shares; 2024Q4: 23,549 shares; 2025Q1: 23,576 shares; 2025Q2: 23,626 shares; 2025Q3: 23,526 shares; 2025Q4: 23,526 shares; 2026Q1: 18,974 shares; 2026Q2: 23,908 shares 23,908 $17.1M 1.34% +4,934 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850,885 shares; 2024Q4: 840,100 shares; 2025Q1: 831,857 shares; 2025Q2: 788,850 shares; 2025Q3: 733,057 shares; 2025Q4: 727,579 shares; 2026Q1: 725,248 shares; 2026Q2: 717,018 shares 717,018 $16.9M 1.33% -8,230 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,026 shares; 2024Q4: 19,320 shares; 2025Q1: 35,975 shares; 2025Q2: 36,332 shares; 2025Q3: 36,625 shares; 2025Q4: 37,673 shares; 2026Q1: 45,160 shares; 2026Q2: 46,069 shares 46,069 $15.8M 1.24% +909 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: 53,008 shares; 2024Q4: 47,687 shares; 2025Q1: 47,263 shares; 2025Q2: 46,862 shares; 2025Q3: 46,669 shares; 2025Q4: 46,474 shares; 2026Q1: 46,721 shares; 2026Q2: 44,097 shares 44,097 $15.1M 1.19% -2,624 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,335 shares; 2024Q4: 133,335 shares; 2025Q1: 132,732 shares; 2025Q2: 154,303 shares; 2025Q3: 153,597 shares; 2025Q4: 152,981 shares; 2026Q1: 155,193 shares; 2026Q2: 154,878 shares 154,878 $15M 1.17% -315 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,874 shares; 2024Q4: 45,874 shares; 2025Q1: 38,617 shares; 2025Q2: 38,707 shares; 2025Q3: 38,468 shares; 2025Q4: 38,436 shares; 2026Q1: 38,436 shares; 2026Q2: 38,407 shares 38,407 $14.4M 1.12% -29 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: 129,853 shares; 2024Q4: 228,112 shares; 2025Q1: 243,206 shares; 2025Q2: 189,462 shares; 2025Q3: 196,367 shares; 2025Q4: 200,630 shares; 2026Q1: 227,141 shares; 2026Q2: 226,105 shares 226,105 $13.5M 1.06% -1,036 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,407 shares; 2024Q4: 147,585 shares; 2025Q1: 164,804 shares; 2025Q2: 167,657 shares; 2025Q3: 165,990 shares; 2025Q4: 162,185 shares; 2026Q1: 181,304 shares; 2026Q2: 177,812 shares 177,812 $13.4M 1.05% -3,492 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: 19,182 shares; 2024Q4: 19,182 shares; 2025Q1: 19,211 shares; 2025Q2: 19,250 shares; 2025Q3: 19,187 shares; 2025Q4: 19,187 shares; 2026Q1: 16,404 shares; 2026Q2: 12,314 shares 12,314 $13.1M 1.03% -4,090 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: 12,425 shares; 2024Q4: 12,425 shares; 2025Q1: 12,425 shares; 2025Q2: 12,446 shares; 2025Q3: 12,377 shares; 2025Q4: 12,362 shares; 2026Q1: 12,341 shares; 2026Q2: 11,150 shares 11,150 $13.1M 1.03% -1,191 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,889 shares; 2024Q4: 136,334 shares; 2025Q1: 145,243 shares; 2025Q2: 146,720 shares; 2025Q3: 147,756 shares; 2025Q4: 146,417 shares; 2026Q1: 147,807 shares; 2026Q2: 147,790 shares 147,790 $13M 1.02% -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: 255,337 shares; 2024Q4: 249,974 shares; 2025Q1: 242,399 shares; 2025Q2: 236,911 shares; 2025Q3: 232,175 shares; 2025Q4: 226,728 shares; 2026Q1: 227,522 shares; 2026Q2: 223,862 shares 223,862 $12.8M 1% -3,660 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: 42,665 shares; 2024Q4: 41,273 shares; 2025Q1: 40,468 shares; 2025Q2: 40,108 shares; 2025Q3: 39,298 shares; 2025Q4: 39,085 shares; 2026Q1: 37,545 shares; 2026Q2: 143,723 shares 143,723 $11.6M 0.91% +106,178 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,106 shares; 2024Q4: 331,288 shares; 2025Q1: 311,668 shares; 2025Q2: 272,824 shares; 2025Q3: 265,074 shares; 2025Q4: 259,940 shares; 2026Q1: 258,356 shares; 2026Q2: 251,348 shares 251,348 $11M 0.87% -7,008 Timeline SGOV 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: 43,580 shares; 2025Q1: 89,122 shares; 2025Q2: 74,392 shares; 2025Q3: 95,816 shares; 2025Q4: 79,931 shares; 2026Q1: 90,495 shares; 2026Q2: 107,051 shares 107,051 $10.8M 0.84% +16,556 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: 17,919 shares; 2024Q4: 35,640 shares; 2025Q1: 37,593 shares; 2025Q2: 37,665 shares; 2025Q3: 37,609 shares; 2025Q4: 37,340 shares; 2026Q1: 37,551 shares; 2026Q2: 37,935 shares 37,935 $10.7M 0.84% +384 Timeline AVES 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: 154,999 shares; 2024Q4: 154,280 shares; 2025Q1: 155,404 shares; 2025Q2: 155,671 shares; 2025Q3: 156,124 shares; 2025Q4: 153,919 shares; 2026Q1: 164,057 shares; 2026Q2: 157,946 shares 157,946 $10.4M 0.81% -6,111 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: 94,416 shares; 2024Q4: 95,527 shares; 2025Q1: 98,795 shares; 2025Q2: 99,365 shares; 2025Q3: 100,815 shares; 2025Q4: 102,776 shares; 2026Q1: 108,818 shares; 2026Q2: 105,513 shares 105,513 $9.62M 0.75% -3,305 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: 99,117 shares; 2024Q4: 99,117 shares; 2025Q1: 83,599 shares; 2025Q2: 83,371 shares; 2025Q3: 66,625 shares; 2025Q4: 66,625 shares; 2026Q1: 66,625 shares; 2026Q2: 66,625 shares 66,625 $9.32M 0.73% 0 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: 8,219 shares; 2024Q4: 16,438 shares; 2025Q1: 16,438 shares; 2025Q2: 16,469 shares; 2025Q3: 23,341 shares; 2025Q4: 26,954 shares; 2026Q1: 27,115 shares; 2026Q2: 26,954 shares 26,954 $9.19M 0.72% -161 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,182 shares; 2024Q4: 6,182 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares; 2026Q1: 5,085 shares; 2026Q2: 4,470 shares 4,470 $8.89M 0.7% -615 Timeline AVTM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,708 shares; 2026Q2: 162,708 shares 162,708 $8.86M 0.69% 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: 227,813 shares; 2024Q4: 255,970 shares; 2025Q1: 321,424 shares; 2025Q2: 350,758 shares; 2025Q3: 324,311 shares; 2025Q4: 317,878 shares; 2026Q1: 311,766 shares; 2026Q2: 173,207 shares 173,207 $8.76M 0.69% -138,559 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,805 shares; 2024Q4: 8,448 shares; 2025Q1: 8,634 shares; 2025Q2: 8,371 shares; 2025Q3: 8,199 shares; 2025Q4: 6,452 shares; 2026Q1: 6,073 shares; 2026Q2: 4,328 shares 4,328 $8.58M 0.67% -1,745 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,382 shares; 2024Q4: 29,748 shares; 2025Q1: 44,205 shares; 2025Q2: 44,595 shares; 2025Q3: 44,790 shares; 2025Q4: 45,671 shares; 2026Q1: 44,738 shares; 2026Q2: 41,637 shares 41,637 $8.32M 0.65% -3,101 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,722 shares; 2024Q4: 271,950 shares; 2025Q1: 270,649 shares; 2025Q2: 257,570 shares; 2025Q3: 210,537 shares; 2025Q4: 190,806 shares; 2026Q1: 184,627 shares; 2026Q2: 163,902 shares 163,902 $8.25M 0.65% -20,725 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,262 shares; 2024Q4: 21,175 shares; 2025Q1: 19,823 shares; 2025Q2: 19,647 shares; 2025Q3: 15,767 shares; 2025Q4: 15,734 shares; 2026Q1: 15,734 shares; 2026Q2: 15,734 shares 15,734 $7.82M 0.61% 0 Timeline AVDV 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: 105,249 shares; 2024Q4: 105,120 shares; 2025Q1: 89,409 shares; 2025Q2: 87,970 shares; 2025Q3: 87,090 shares; 2025Q4: 83,937 shares; 2026Q1: 77,768 shares; 2026Q2: 73,087 shares 73,087 $7.53M 0.59% -4,681 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: 68,946 shares; 2024Q4: 68,562 shares; 2025Q1: 67,995 shares; 2025Q2: 67,889 shares; 2025Q3: 66,919 shares; 2025Q4: 66,919 shares; 2026Q1: 58,833 shares; 2026Q2: 53,829 shares 53,829 $7.36M 0.58% -5,004 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: 12,654 shares; 2024Q4: 12,258 shares; 2025Q1: 12,285 shares; 2025Q2: 12,136 shares; 2025Q3: 12,029 shares; 2025Q4: 11,806 shares; 2026Q1: 11,704 shares; 2026Q2: 9,616 shares 9,616 $6.92M 0.54% -2,088 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: 85,870 shares; 2024Q4: 85,870 shares; 2025Q1: 109,565 shares; 2025Q2: 109,912 shares; 2025Q3: 109,408 shares; 2025Q4: 109,408 shares; 2026Q1: 109,408 shares; 2026Q2: 109,408 shares 109,408 $6.88M 0.54% 0 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: 445,977 shares; 2024Q4: 445,977 shares; 2025Q1: 445,977 shares; 2025Q2: 446,841 shares; 2025Q3: 335,392 shares; 2025Q4: 335,392 shares; 2026Q1: 335,392 shares; 2026Q2: 370,133 shares 370,133 $6.64M 0.52% +34,741 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,792 shares; 2024Q4: 65,960 shares; 2025Q1: 69,424 shares; 2025Q2: 101,967 shares; 2025Q3: 157,278 shares; 2025Q4: 144,701 shares; 2026Q1: 145,961 shares; 2026Q2: 124,817 shares 124,817 $6.32M 0.5% -21,144 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: 22,297 shares; 2024Q4: 22,297 shares; 2025Q1: 22,297 shares; 2025Q2: 22,414 shares; 2025Q3: 61,261 shares; 2025Q4: 60,636 shares; 2026Q1: 61,161 shares; 2026Q2: 59,946 shares 59,946 $6.11M 0.48% -1,215 Timeline EUFN 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: 38,946 shares; 2025Q2: 75,428 shares; 2025Q3: 74,878 shares; 2025Q4: 75,044 shares; 2026Q1: 151,461 shares; 2026Q2: 151,757 shares 151,757 $5.92M 0.46% +296 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: 18,583 shares; 2024Q4: 18,583 shares; 2025Q1: 18,583 shares; 2025Q2: 18,618 shares; 2025Q3: 18,561 shares; 2025Q4: 18,561 shares; 2026Q1: 22,963 shares; 2026Q2: 22,963 shares 22,963 $5.84M 0.46% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,383 shares; 2024Q4: 123,383 shares; 2025Q1: 123,383 shares; 2025Q2: 123,621 shares; 2025Q3: 123,237 shares; 2025Q4: 74,760 shares; 2026Q1: 74,760 shares; 2026Q2: 74,483 shares 74,483 $5.74M 0.45% -277 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: 64,802 shares; 2024Q4: 56,636 shares; 2025Q1: 55,673 shares; 2025Q2: 54,194 shares; 2025Q3: 54,027 shares; 2025Q4: 52,578 shares; 2026Q1: 51,012 shares; 2026Q2: 46,003 shares 46,003 $5.66M 0.44% -5,009 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,293 shares; 2024Q4: 56,831 shares; 2025Q1: 50,246 shares; 2025Q2: 47,691 shares; 2025Q3: 47,962 shares; 2025Q4: 51,555 shares; 2026Q1: 52,127 shares; 2026Q2: 51,678 shares 51,678 $5.5M 0.43% -449 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: 26,107 shares; 2024Q4: 23,156 shares; 2025Q1: 20,912 shares; 2025Q2: 17,990 shares; 2025Q3: 17,633 shares; 2025Q4: 16,045 shares; 2026Q1: 15,550 shares; 2026Q2: 14,503 shares 14,503 $5.48M 0.43% -1,047 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: 15,619 shares; 2024Q4: 15,619 shares; 2025Q1: 15,595 shares; 2025Q2: 21,243 shares; 2025Q3: 21,198 shares; 2025Q4: 21,355 shares; 2026Q1: 21,312 shares; 2026Q2: 21,155 shares 21,155 $5.37M 0.42% -157 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,908 shares; 2024Q4: 9,908 shares; 2025Q1: 9,908 shares; 2025Q2: 9,925 shares; 2025Q3: 9,897 shares; 2025Q4: 9,897 shares; 2026Q1: 9,897 shares; 2026Q2: 9,834 shares 9,834 $5.18M 0.41% -63 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,763 shares; 2024Q4: 68,336 shares; 2025Q1: 62,137 shares; 2025Q2: 61,708 shares; 2025Q3: 61,442 shares; 2025Q4: 58,465 shares; 2026Q1: 57,733 shares; 2026Q2: 54,274 shares 54,274 $5.08M 0.4% -3,459 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,442 shares; 2024Q4: 74,069 shares; 2025Q1: 74,919 shares; 2025Q2: 79,279 shares; 2025Q3: 77,947 shares; 2025Q4: 100,743 shares; 2026Q1: 102,340 shares; 2026Q2: 100,376 shares 100,376 $5.04M 0.4% -1,964 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: 109,245 shares; 2024Q4: 84,804 shares; 2025Q1: 84,804 shares; 2025Q2: 84,972 shares; 2025Q3: 63,975 shares; 2025Q4: 63,975 shares; 2026Q1: 63,975 shares; 2026Q2: 63,975 shares 63,975 $4.62M 0.36% 0 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: not reported; 2024Q4: 1,052 shares; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: 13,932 shares; 2025Q4: 13,681 shares; 2026Q1: 13,495 shares; 2026Q2: 13,032 shares 13,032 $4.6M 0.36% -463 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,625 shares; 2024Q4: 24,625 shares; 2025Q1: 27,875 shares; 2025Q2: 27,940 shares; 2025Q3: 27,838 shares; 2025Q4: 27,838 shares; 2026Q1: 27,802 shares; 2026Q2: 27,697 shares 27,697 $4.48M 0.35% -105 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: 55,235 shares; 2024Q4: 58,566 shares; 2025Q1: 59,729 shares; 2025Q2: 58,715 shares; 2025Q3: 59,628 shares; 2025Q4: 59,339 shares; 2026Q1: 53,989 shares; 2026Q2: 48,903 shares 48,903 $4.36M 0.34% -5,086 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: 40,556 shares; 2024Q4: 40,556 shares; 2025Q1: 40,556 shares; 2025Q2: 42,633 shares; 2025Q3: 42,511 shares; 2025Q4: 42,511 shares; 2026Q1: 37,979 shares; 2026Q2: 38,027 shares 38,027 $4.31M 0.34% +48 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,954 shares; 2024Q4: 32,954 shares; 2025Q1: 32,954 shares; 2025Q2: 104,467 shares; 2025Q3: 104,022 shares; 2025Q4: 104,022 shares; 2026Q1: 97,475 shares; 2026Q2: 85,874 shares 85,874 $4.24M 0.33% -11,601 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 81,819 shares 81,819 $4.21M 0.33% new Timeline AVIV 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: 38,293 shares; 2024Q4: 40,392 shares; 2025Q1: 48,798 shares; 2025Q2: 54,351 shares; 2025Q3: 55,726 shares; 2025Q4: 57,162 shares; 2026Q1: 51,091 shares; 2026Q2: 52,250 shares 52,250 $4.05M 0.32% +1,159 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,125 shares; 2025Q2: 166,068 shares; 2025Q3: 164,000 shares; 2025Q4: 184,558 shares; 2026Q1: 186,242 shares; 2026Q2: 152,263 shares 152,263 $4.03M 0.32% -33,979 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 55,065 shares; 2026Q1: 55,065 shares; 2026Q2: 55,065 shares 55,065 $3.95M 0.31% 0 Timeline KRE 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: 4,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,444 shares; 2026Q2: 52,760 shares 52,760 $3.95M 0.31% +7,316 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: 79,233 shares; 2024Q4: 79,233 shares; 2025Q1: 149,045 shares; 2025Q2: 149,257 shares; 2025Q3: 77,813 shares; 2025Q4: 82,531 shares; 2026Q1: 82,531 shares; 2026Q2: 82,496 shares 82,496 $3.84M 0.3% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,456 shares; 2025Q4: 43,456 shares; 2026Q1: 43,456 shares; 2026Q2: 43,456 shares 43,456 $3.78M 0.3% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES 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: 28,967 shares; 2026Q1: 28,967 shares; 2026Q2: 29,017 shares 29,017 $3.67M 0.29% +50 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: 9,215 shares; 2024Q4: 9,154 shares; 2025Q1: 13,550 shares; 2025Q2: 13,287 shares; 2025Q3: 13,216 shares; 2025Q4: 20,246 shares; 2026Q1: 10,412 shares; 2026Q2: 9,817 shares 9,817 $3.63M 0.28% -595 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,313 shares; 2024Q4: 10,896 shares; 2025Q1: 10,684 shares; 2025Q2: 10,170 shares; 2025Q3: 9,862 shares; 2025Q4: 9,730 shares; 2026Q1: 9,894 shares; 2026Q2: 10,927 shares 10,927 $3.62M 0.28% +1,033 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,306 shares; 2024Q4: 24,314 shares; 2025Q1: 24,190 shares; 2025Q2: 23,594 shares; 2025Q3: 22,169 shares; 2025Q4: 21,552 shares; 2026Q1: 21,970 shares; 2026Q2: 21,405 shares 21,405 $3.49M 0.27% -565 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,028 shares; 2024Q4: 23,428 shares; 2025Q1: 22,825 shares; 2025Q2: 22,065 shares; 2025Q3: 17,573 shares; 2025Q4: 17,084 shares; 2026Q1: 16,936 shares; 2026Q2: 16,114 shares 16,114 $3.43M 0.27% -822 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,071 shares; 2024Q4: 12,900 shares; 2025Q1: 13,000 shares; 2025Q2: 13,043 shares; 2025Q3: 16,598 shares; 2025Q4: 16,047 shares; 2026Q1: 16,350 shares; 2026Q2: 15,955 shares 15,955 $3.39M 0.27% -395 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,585 shares; 2024Q4: 60,760 shares; 2025Q1: 59,862 shares; 2025Q2: 58,467 shares; 2025Q3: 57,178 shares; 2025Q4: 55,802 shares; 2026Q1: 55,224 shares; 2026Q2: 53,306 shares 53,306 $3.34M 0.26% -1,918 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,836 shares; 2024Q4: 46,836 shares; 2025Q1: 46,836 shares; 2025Q2: 46,924 shares; 2025Q3: 46,845 shares; 2025Q4: 34,549 shares; 2026Q1: 34,786 shares; 2026Q2: 34,505 shares 34,505 $3.32M 0.26% -281 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,726 shares; 2024Q4: 22,726 shares; 2025Q1: 14,144 shares; 2025Q2: 14,181 shares; 2025Q3: 14,123 shares; 2025Q4: 14,123 shares; 2026Q1: 14,123 shares; 2026Q2: 13,172 shares 13,172 $3.29M 0.26% -951 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: 17,638 shares; 2026Q1: 14,638 shares; 2026Q2: 17,022 shares 17,022 $3.24M 0.25% +2,384 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,070 shares; 2025Q3: 17,921 shares; 2025Q4: 58,183 shares; 2026Q1: 58,183 shares; 2026Q2: 58,158 shares 58,158 $3.09M 0.24% -25 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,812 shares; 2024Q4: 69,812 shares; 2025Q1: 69,812 shares; 2025Q2: 69,723 shares; 2025Q3: 69,498 shares; 2025Q4: 73,143 shares; 2026Q1: 73,143 shares; 2026Q2: 73,108 shares 73,108 $2.72M 0.21% -35 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,674 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: 8,372 shares; 2025Q3: 8,372 shares; 2025Q4: 14,555 shares; 2026Q1: 14,555 shares; 2026Q2: 14,555 shares 14,555 $2.56M 0.2% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,909 shares; 2024Q4: 50,676 shares; 2025Q1: 56,040 shares; 2025Q2: 58,266 shares; 2025Q3: 60,245 shares; 2025Q4: 74,469 shares; 2026Q1: 78,413 shares; 2026Q2: 100,729 shares 100,729 $2.43M 0.19% +22,316 Timeline NKE NIKE INC More: the full row for NIKE 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: 51,870 shares 51,870 $2.13M 0.17% 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: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,494 shares; 2025Q3: 10,345 shares; 2025Q4: 10,345 shares; 2026Q1: 9,285 shares; 2026Q2: 8,267 shares 8,267 $2.08M 0.16% -1,018 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,091 shares; 2024Q4: 37,872 shares; 2025Q1: 37,376 shares; 2025Q2: 35,154 shares; 2025Q3: 33,526 shares; 2025Q4: 28,814 shares; 2026Q1: 28,714 shares; 2026Q2: 24,648 shares 24,648 $2.06M 0.16% -4,066 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,985 shares; 2024Q4: 11,329 shares; 2025Q1: 10,518 shares; 2025Q2: 10,514 shares; 2025Q3: 7,424 shares; 2025Q4: 7,331 shares; 2026Q1: 7,373 shares; 2026Q2: 6,695 shares 6,695 $2.03M 0.16% -678 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,582 shares; 2024Q4: 16,582 shares; 2025Q1: 16,582 shares; 2025Q2: 16,582 shares; 2025Q3: 16,582 shares; 2025Q4: 16,582 shares; 2026Q1: 16,582 shares; 2026Q2: 16,582 shares 16,582 $1.95M 0.15% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,634 shares; 2025Q1: 14,634 shares; 2025Q2: 14,662 shares; 2025Q3: 14,615 shares; 2025Q4: 14,615 shares; 2026Q1: 14,615 shares; 2026Q2: 10,895 shares 10,895 $1.83M 0.14% -3,720 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,447 shares; 2025Q1: 11,447 shares; 2025Q2: 11,469 shares; 2025Q3: 11,437 shares; 2025Q4: 8,460 shares; 2026Q1: 8,460 shares; 2026Q2: 7,554 shares 7,554 $1.81M 0.14% -906 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE 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: 64,067 shares 64,067 $1.54M 0.12% new Timeline BAB 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: 133,903 shares; 2024Q4: 72,119 shares; 2025Q1: 65,346 shares; 2025Q2: 64,267 shares; 2025Q3: 71,924 shares; 2025Q4: 83,261 shares; 2026Q1: 87,192 shares; 2026Q2: 55,462 shares 55,462 $1.49M 0.12% -31,730 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,040 shares; 2024Q4: 12,985 shares; 2025Q1: 12,855 shares; 2025Q2: 12,843 shares; 2025Q3: 12,846 shares; 2025Q4: 12,751 shares; 2026Q1: 8,932 shares; 2026Q2: 5,565 shares 5,565 $1.45M 0.11% -3,367 Timeline PZA 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: 395,508 shares; 2024Q4: 369,518 shares; 2025Q1: 377,866 shares; 2025Q2: 259,342 shares; 2025Q3: 244,531 shares; 2025Q4: 244,125 shares; 2026Q1: 228,404 shares; 2026Q2: 61,554 shares 61,554 $1.45M 0.11% -166,850 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: 2,634 shares; 2024Q4: 2,634 shares; 2025Q1: 2,634 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,446 shares; 2026Q1: 1,413 shares; 2026Q2: 1,413 shares 1,413 $1.43M 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,599 shares; 2025Q3: 22,575 shares; 2025Q4: 25,469 shares; 2026Q1: 25,800 shares; 2026Q2: 14,044 shares 14,044 $1.41M 0.11% -11,756 Timeline VGIT 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: 174,286 shares; 2024Q4: 39,005 shares; 2025Q1: 38,505 shares; 2025Q2: 38,505 shares; 2025Q3: 33,792 shares; 2025Q4: 33,708 shares; 2026Q1: 33,352 shares; 2026Q2: 23,422 shares 23,422 $1.38M 0.11% -9,930 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 2,885 shares; 2025Q3: 2,809 shares; 2025Q4: 2,791 shares; 2026Q1: 2,751 shares; 2026Q2: 10,908 shares 10,908 $1.35M 0.11% +8,157 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: 15,568 shares; 2024Q4: 15,489 shares; 2025Q1: 15,489 shares; 2025Q2: 14,263 shares; 2025Q3: 14,218 shares; 2025Q4: 14,218 shares; 2026Q1: 5,442 shares; 2026Q2: 5,442 shares 5,442 $1.34M 0.11% 0 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: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,966 shares; 2026Q1: 8,966 shares; 2026Q2: 8,966 shares 8,966 $1.32M 0.1% 0 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: 1,140 shares; 2024Q4: 6,340 shares; 2025Q1: 6,340 shares; 2025Q2: 5,320 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares; 2026Q1: 5,183 shares; 2026Q2: 5,183 shares 5,183 $1.26M 0.1% 0 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: 4,510 shares; 2024Q4: 4,505 shares; 2025Q1: 4,498 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,498 shares; 2026Q1: 4,498 shares; 2026Q2: 4,498 shares 4,498 $1.06M 0.08% 0 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: 43,481 shares; 2024Q4: 43,661 shares; 2025Q1: 40,507 shares; 2025Q2: 49,649 shares; 2025Q3: 10,762 shares; 2025Q4: 21,433 shares; 2026Q1: 21,432 shares; 2026Q2: 19,581 shares 19,581 $1.04M 0.08% -1,851 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: 2,035 shares; 2024Q4: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,975 shares; 2025Q3: 1,925 shares; 2025Q4: 1,988 shares; 2026Q1: 1,988 shares; 2026Q2: 2,058 shares 2,058 $1.03M 0.08% +70 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: 153,704 shares; 2024Q4: 139,020 shares; 2025Q1: 112,222 shares; 2025Q2: 5,692 shares; 2025Q3: 5,651 shares; 2025Q4: 5,769 shares; 2026Q1: 3,174 shares; 2026Q2: 3,158 shares 3,158 $914K 0.07% -16 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,106 shares; 2024Q4: 36,552 shares; 2025Q1: 67,709 shares; 2025Q2: 58,347 shares; 2025Q3: 61,251 shares; 2025Q4: 62,035 shares; 2026Q1: 65,014 shares; 2026Q2: 40,081 shares 40,081 $913K 0.07% -24,933 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: 19,248 shares; 2025Q1: 19,248 shares; 2025Q2: 19,248 shares; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares; 2026Q1: 19,248 shares; 2026Q2: 19,248 shares 19,248 $854K 0.07% 0 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: 3,565 shares; 2024Q4: 3,565 shares; 2025Q1: 3,565 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 3,565 shares; 2026Q1: 3,565 shares; 2026Q2: 3,565 shares 3,565 $809K 0.06% 0 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 9,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,078 shares 9,078 $770K 0.06% -222 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,790 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $705K 0.06% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881 shares; 2024Q4: 2,881 shares; 2025Q1: 2,881 shares; 2025Q2: 2,881 shares; 2025Q3: 2,881 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares; 2026Q2: 2,881 shares 2,881 $700K 0.05% 0 Timeline FXI 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: 19,767 shares; 2026Q2: 19,923 shares 19,923 $629K 0.05% +156 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,655 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $527K 0.04% 0 Timeline IWS 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: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $510K 0.04% 0 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: 394 shares 394 $455K 0.04% new Timeline AVDS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,895 shares; 2026Q2: 4,950 shares 4,950 $373K 0.03% +55 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: 1,674 shares; 2024Q4: 1,674 shares; 2025Q1: 1,674 shares; 2025Q2: 1,674 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares; 2026Q1: 1,657 shares; 2026Q2: 1,633 shares 1,633 $356K 0.03% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,057 shares; 2025Q3: 55,450 shares; 2025Q4: 54,756 shares; 2026Q1: 54,248 shares; 2026Q2: 3,260 shares 3,260 $351K 0.03% -50,988 Timeline KBE 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: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares; 2026Q1: 4,954 shares; 2026Q2: 4,980 shares 4,980 $340K 0.03% +26 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares; 2026Q2: 4,197 shares 4,197 $317K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,720 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares; 2026Q2: 7,720 shares 7,720 $284K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,872 shares; 2025Q3: 2,872 shares; 2025Q4: 2,872 shares; 2026Q1: 1,767 shares; 2026Q2: 1,767 shares 1,767 $253K 0.02% 0 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: 790 shares 790 $238K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,419 shares; 2025Q1: not reported; 2025Q2: 5,419 shares; 2025Q3: not reported; 2025Q4: 4,303 shares; 2026Q1: 4,303 shares; 2026Q2: 4,303 shares 4,303 $237K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $237K 0.02% new Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 1,478 shares; 2025Q3: 1,355 shares; 2025Q4: 1,245 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $221K 0.02% 0 Timeline VSS 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: 2,271 shares; 2024Q4: 2,198 shares; 2025Q1: 2,110 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 1,426 shares; 2026Q1: 1,459 shares; 2026Q2: 1,409 shares 1,409 $217K 0.02% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $202K 0.02% new Timeline