AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,372 shares; 2025Q1: 34,486 shares; 2025Q2: 33,750 shares; 2025Q3: 32,917 shares; 2025Q4: 31,766 shares; 2026Q1: 30,367 shares; 2026Q2: 31,099 shares 31,099 $9M 5.67% +732 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: not loaded; 2024Q4: 18,320 shares; 2025Q1: 18,766 shares; 2025Q2: 19,683 shares; 2025Q3: 19,310 shares; 2025Q4: 18,555 shares; 2026Q1: 18,201 shares; 2026Q2: 18,266 shares 18,266 $4.43M 2.79% +65 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: not loaded; 2024Q4: 9,848 shares; 2025Q1: 10,156 shares; 2025Q2: 9,347 shares; 2025Q3: 9,471 shares; 2025Q4: 9,383 shares; 2026Q1: 10,766 shares; 2026Q2: 11,456 shares 11,456 $4.27M 2.69% +690 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: not loaded; 2024Q4: 8,455 shares; 2025Q1: 8,750 shares; 2025Q2: 8,301 shares; 2025Q3: 7,927 shares; 2025Q4: 7,526 shares; 2026Q1: 7,959 shares; 2026Q2: 32,103 shares 32,103 $3.99M 2.51% +24,144 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: not loaded; 2024Q4: 13,692 shares; 2025Q1: 13,863 shares; 2025Q2: 12,898 shares; 2025Q3: 12,795 shares; 2025Q4: 12,509 shares; 2026Q1: 13,961 shares; 2026Q2: 14,464 shares 14,464 $3.45M 2.17% +503 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: not loaded; 2024Q4: 24,342 shares; 2025Q1: 26,160 shares; 2025Q2: 27,592 shares; 2025Q3: 29,908 shares; 2025Q4: 30,271 shares; 2026Q1: 29,472 shares; 2026Q2: 27,737 shares 27,737 $3.03M 1.91% -1,735 Timeline XBI 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 loaded; 2024Q4: 22,383 shares; 2025Q1: 26,965 shares; 2025Q2: 25,884 shares; 2025Q3: 24,039 shares; 2025Q4: 20,712 shares; 2026Q1: 19,064 shares; 2026Q2: 18,791 shares 18,791 $2.97M 1.87% -273 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: not loaded; 2024Q4: 25,727 shares; 2025Q1: 30,020 shares; 2025Q2: 23,273 shares; 2025Q3: 22,719 shares; 2025Q4: 21,591 shares; 2026Q1: 20,854 shares; 2026Q2: 19,953 shares 19,953 $2.96M 1.86% -901 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: not loaded; 2024Q4: 12,801 shares; 2025Q1: 14,367 shares; 2025Q2: 11,146 shares; 2025Q3: 11,056 shares; 2025Q4: 13,015 shares; 2026Q1: 12,550 shares; 2026Q2: 13,586 shares 13,586 $2.72M 1.71% +1,036 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: not loaded; 2024Q4: 4,080 shares; 2025Q1: 4,075 shares; 2025Q2: 4,075 shares; 2025Q3: 4,273 shares; 2025Q4: 5,389 shares; 2026Q1: 4,943 shares; 2026Q2: 5,297 shares 5,297 $2.65M 1.67% +354 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,817 shares; 2025Q4: 73,855 shares; 2026Q1: 70,604 shares; 2026Q2: 74,702 shares 74,702 $2.58M 1.62% +4,098 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,260 shares; 2025Q1: 42,378 shares; 2025Q2: 53,532 shares; 2025Q3: 52,817 shares; 2025Q4: 57,414 shares; 2026Q1: 59,482 shares; 2026Q2: 60,423 shares 60,423 $2.5M 1.58% +941 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,578 shares; 2025Q3: 2,338 shares; 2025Q4: not reported; 2026Q1: 20,240 shares; 2026Q2: 26,576 shares 26,576 $2.41M 1.52% +6,336 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: not loaded; 2024Q4: 10,274 shares; 2025Q1: 9,654 shares; 2025Q2: 9,540 shares; 2025Q3: 9,474 shares; 2025Q4: 8,897 shares; 2026Q1: 8,893 shares; 2026Q2: 9,306 shares 9,306 $2.34M 1.48% +413 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: not loaded; 2024Q4: 7,404 shares; 2025Q1: 7,630 shares; 2025Q2: 6,728 shares; 2025Q3: 6,859 shares; 2025Q4: 6,569 shares; 2026Q1: 6,560 shares; 2026Q2: 6,431 shares 6,431 $2.3M 1.45% -129 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: not loaded; 2024Q4: 7,448 shares; 2025Q1: 7,349 shares; 2025Q2: 7,221 shares; 2025Q3: 6,897 shares; 2025Q4: 6,635 shares; 2026Q1: 6,980 shares; 2026Q2: 6,957 shares 6,957 $2.28M 1.43% -23 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,987 shares; 2025Q1: 17,833 shares; 2025Q2: 18,013 shares; 2025Q3: 32,584 shares; 2025Q4: 34,190 shares; 2026Q1: 31,513 shares; 2026Q2: 27,675 shares 27,675 $2.27M 1.43% -3,838 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,959 shares; 2025Q1: 45,141 shares; 2025Q2: 40,720 shares; 2025Q3: 38,450 shares; 2025Q4: 38,847 shares; 2026Q1: 37,133 shares; 2026Q2: 35,092 shares 35,092 $2.09M 1.32% -2,041 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,218 shares; 2025Q1: 29,697 shares; 2025Q2: 31,658 shares; 2025Q3: 28,765 shares; 2025Q4: 23,151 shares; 2026Q1: 21,668 shares; 2026Q2: 22,458 shares 22,458 $1.94M 1.22% +790 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,200 shares; 2025Q1: 52,204 shares; 2025Q2: 47,127 shares; 2025Q3: 54,006 shares; 2025Q4: 53,787 shares; 2026Q1: 51,728 shares; 2026Q2: 52,209 shares 52,209 $1.92M 1.21% +481 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,362 shares; 2025Q1: 26,462 shares; 2025Q2: 26,712 shares; 2025Q3: 26,962 shares; 2025Q4: 26,662 shares; 2026Q1: 27,077 shares; 2026Q2: 33,677 shares 33,677 $1.9M 1.2% +6,600 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 loaded; 2024Q4: 3,340 shares; 2025Q1: 3,684 shares; 2025Q2: 3,431 shares; 2025Q3: 2,884 shares; 2025Q4: 3,086 shares; 2026Q1: 2,680 shares; 2026Q2: 2,460 shares 2,460 $1.84M 1.16% -220 Timeline DUHP 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 loaded; 2024Q4: 40,894 shares; 2025Q1: 36,459 shares; 2025Q2: 36,935 shares; 2025Q3: 39,837 shares; 2025Q4: 39,876 shares; 2026Q1: 43,715 shares; 2026Q2: 43,544 shares 43,544 $1.82M 1.14% -171 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,358 shares; 2025Q1: 27,880 shares; 2025Q2: 26,310 shares; 2025Q3: 27,735 shares; 2025Q4: 24,641 shares; 2026Q1: 22,893 shares; 2026Q2: 24,240 shares 24,240 $1.8M 1.14% +1,347 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,321 shares; 2025Q1: 5,180 shares; 2025Q2: 5,054 shares; 2025Q3: 5,563 shares; 2025Q4: 4,896 shares; 2026Q1: 4,597 shares; 2026Q2: 4,851 shares 4,851 $1.76M 1.11% +254 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,934 shares; 2025Q1: 15,261 shares; 2025Q2: 16,291 shares; 2025Q3: 23,985 shares; 2025Q4: 19,077 shares; 2026Q1: 19,413 shares; 2026Q2: 20,035 shares 20,035 $1.74M 1.1% +622 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,120 shares; 2025Q1: 1,013 shares; 2025Q2: 837 shares; 2025Q3: 869 shares; 2025Q4: 9,100 shares; 2026Q1: 16,700 shares; 2026Q2: 23,111 shares 23,111 $1.65M 1.04% +6,411 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 loaded; 2024Q4: 2,057 shares; 2025Q1: 1,995 shares; 2025Q2: 1,895 shares; 2025Q3: 1,853 shares; 2025Q4: 1,734 shares; 2026Q1: 2,160 shares; 2026Q2: 2,083 shares 2,083 $1.59M 1% -77 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 loaded; 2024Q4: 1,590 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,620 shares 1,620 $1.58M 1% +30 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 loaded; 2024Q4: 5,432 shares; 2025Q1: 5,775 shares; 2025Q2: 5,199 shares; 2025Q3: 4,529 shares; 2025Q4: 3,656 shares; 2026Q1: 4,222 shares; 2026Q2: 4,482 shares 4,482 $1.58M 1% +260 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: not loaded; 2024Q4: 19,155 shares; 2025Q1: 22,786 shares; 2025Q2: 25,491 shares; 2025Q3: 25,970 shares; 2025Q4: 27,906 shares; 2026Q1: 30,635 shares; 2026Q2: 32,412 shares 32,412 $1.56M 0.98% +1,777 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,074 shares; 2025Q1: 44,174 shares; 2025Q2: 50,874 shares; 2025Q3: 58,774 shares; 2025Q4: 73,368 shares; 2026Q1: 70,038 shares; 2026Q2: 76,390 shares 76,390 $1.46M 0.92% +6,352 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,891 shares; 2025Q2: 28,240 shares; 2025Q3: 34,618 shares; 2025Q4: 38,408 shares; 2026Q1: 49,098 shares; 2026Q2: 52,545 shares 52,545 $1.44M 0.9% +3,447 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,658 shares; 2025Q1: 2,125 shares; 2025Q2: 1,975 shares; 2025Q3: 1,702 shares; 2025Q4: 1,783 shares; 2026Q1: 1,829 shares; 2026Q2: 2,088 shares 2,088 $1.37M 0.86% +259 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,934 shares; 2025Q1: 3,723 shares; 2025Q2: 3,416 shares; 2025Q3: 3,533 shares; 2025Q4: 3,517 shares; 2026Q1: 3,831 shares; 2026Q2: 3,885 shares 3,885 $1.33M 0.84% +54 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,524 shares; 2026Q1: 5,524 shares; 2026Q2: 5,524 shares 5,524 $1.29M 0.81% 0 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: not loaded; 2024Q4: 1,099 shares; 2025Q1: 1,109 shares; 2025Q2: 1,010 shares; 2025Q3: 954 shares; 2025Q4: 1,633 shares; 2026Q1: 1,862 shares; 2026Q2: 2,268 shares 2,268 $1.28M 0.8% +406 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares; 2026Q2: 2,685 shares 2,685 $1.23M 0.78% 0 Timeline FPE 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: not loaded; 2024Q4: 73,642 shares; 2025Q1: 77,639 shares; 2025Q2: 79,945 shares; 2025Q3: 70,012 shares; 2025Q4: 69,925 shares; 2026Q1: 71,765 shares; 2026Q2: 68,775 shares 68,775 $1.23M 0.77% -2,990 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: not loaded; 2024Q4: 6,409 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,443 shares; 2025Q4: 6,138 shares; 2026Q1: 6,239 shares; 2026Q2: 6,403 shares 6,403 $1.18M 0.75% +164 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: not loaded; 2024Q4: 5,241 shares; 2025Q1: 7,043 shares; 2025Q2: 7,043 shares; 2025Q3: 7,331 shares; 2025Q4: 5,929 shares; 2026Q1: 7,534 shares; 2026Q2: 7,534 shares 7,534 $1.18M 0.74% 0 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: not loaded; 2024Q4: 10,323 shares; 2025Q1: 9,640 shares; 2025Q2: 6,898 shares; 2025Q3: 7,078 shares; 2025Q4: 7,523 shares; 2026Q1: 6,579 shares; 2026Q2: 7,010 shares 7,010 $1.16M 0.73% +431 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,842 shares; 2025Q1: 15,607 shares; 2025Q2: 16,308 shares; 2025Q3: 18,259 shares; 2025Q4: 16,260 shares; 2026Q1: 17,262 shares; 2026Q2: 20,298 shares 20,298 $1.15M 0.72% +3,036 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,098 shares; 2025Q1: 4,098 shares; 2025Q2: 5,598 shares; 2025Q3: 5,912 shares; 2025Q4: 5,453 shares; 2026Q1: 5,705 shares; 2026Q2: 5,967 shares 5,967 $1.14M 0.72% +262 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,097 shares; 2025Q1: 37,805 shares; 2025Q2: 28,299 shares; 2025Q3: 24,555 shares; 2025Q4: 19,789 shares; 2026Q1: 14,750 shares; 2026Q2: 14,445 shares 14,445 $1.09M 0.69% -305 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,242 shares; 2025Q1: 7,892 shares; 2025Q2: 8,801 shares; 2025Q3: 11,891 shares; 2025Q4: 9,568 shares; 2026Q1: 14,558 shares; 2026Q2: 15,374 shares 15,374 $1.05M 0.66% +816 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: not loaded; 2024Q4: 4,208 shares; 2025Q1: 3,592 shares; 2025Q2: 2,649 shares; 2025Q3: 4,923 shares; 2025Q4: 11,062 shares; 2026Q1: 19,608 shares; 2026Q2: 22,868 shares 22,868 $1.04M 0.65% +3,260 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,061 shares; 2025Q1: 4,017 shares; 2025Q2: 3,892 shares; 2025Q3: 4,652 shares; 2025Q4: 3,903 shares; 2026Q1: 3,658 shares; 2026Q2: 3,963 shares 3,963 $1000K 0.63% +305 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $982K 0.62% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 6,853 shares; 2025Q2: 7,989 shares; 2025Q3: 9,976 shares; 2025Q4: 10,571 shares; 2026Q1: 13,659 shares; 2026Q2: 13,580 shares 13,580 $968K 0.61% -79 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,843 shares; 2025Q1: 11,867 shares; 2025Q2: 13,148 shares; 2025Q3: 13,226 shares; 2025Q4: 12,302 shares; 2026Q1: 11,978 shares; 2026Q2: 12,035 shares 12,035 $962K 0.61% +57 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: not loaded; 2024Q4: 1,530 shares; 2025Q1: 1,477 shares; 2025Q2: 1,421 shares; 2025Q3: 1,565 shares; 2025Q4: 1,581 shares; 2026Q1: 1,426 shares; 2026Q2: 1,516 shares 1,516 $962K 0.61% +90 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: not loaded; 2024Q4: 984 shares; 2025Q1: 948 shares; 2025Q2: 837 shares; 2025Q3: 915 shares; 2025Q4: 952 shares; 2026Q1: 902 shares; 2026Q2: 1,025 shares 1,025 $959K 0.6% +123 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 loaded; 2024Q4: 10,212 shares; 2025Q1: 10,012 shares; 2025Q2: 10,012 shares; 2025Q3: 10,012 shares; 2025Q4: 10,012 shares; 2026Q1: 10,012 shares; 2026Q2: 10,012 shares 10,012 $913K 0.58% 0 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,183 shares; 2025Q1: 23,386 shares; 2025Q2: 22,853 shares; 2025Q3: 15,888 shares; 2025Q4: 15,888 shares; 2026Q1: 15,888 shares; 2026Q2: 15,801 shares 15,801 $911K 0.57% -87 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,018 shares; 2025Q1: 20,668 shares; 2025Q2: 21,518 shares; 2025Q3: 24,318 shares; 2025Q4: 22,568 shares; 2026Q1: 21,046 shares; 2026Q2: 23,246 shares 23,246 $874K 0.55% +2,200 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares; 2026Q1: 5,965 shares; 2026Q2: 5,965 shares 5,965 $872K 0.55% 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: not loaded; 2024Q4: 8,576 shares; 2025Q1: 8,727 shares; 2025Q2: 7,893 shares; 2025Q3: 8,182 shares; 2025Q4: 15,160 shares; 2026Q1: 15,251 shares; 2026Q2: 16,104 shares 16,104 $855K 0.54% +853 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,822 shares; 2025Q1: 4,819 shares; 2025Q2: 4,318 shares; 2025Q3: 4,181 shares; 2025Q4: 3,666 shares; 2026Q1: 3,618 shares; 2026Q2: 4,420 shares 4,420 $839K 0.53% +802 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,303 shares; 2025Q1: 5,303 shares; 2025Q2: 5,303 shares; 2025Q3: 5,303 shares; 2025Q4: 5,303 shares; 2026Q1: 5,303 shares; 2026Q2: 5,303 shares 5,303 $814K 0.51% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,147 shares; 2025Q1: 11,199 shares; 2025Q2: 10,195 shares; 2025Q3: 10,088 shares; 2025Q4: 9,566 shares; 2026Q1: 10,276 shares; 2026Q2: 10,969 shares 10,969 $789K 0.5% +693 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,797 shares; 2025Q1: 9,685 shares; 2025Q2: 9,299 shares; 2025Q3: 9,299 shares; 2025Q4: 9,122 shares; 2026Q1: 8,850 shares; 2026Q2: 8,850 shares 8,850 $777K 0.49% 0 Timeline VNQ 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 loaded; 2024Q4: 14,014 shares; 2025Q1: 13,785 shares; 2025Q2: 11,719 shares; 2025Q3: 11,863 shares; 2025Q4: 11,434 shares; 2026Q1: 10,853 shares; 2026Q2: 7,939 shares 7,939 $766K 0.48% -2,914 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,112 shares; 2026Q2: 7,712 shares 7,712 $763K 0.48% +5,600 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: not loaded; 2024Q4: 1,357 shares; 2025Q1: 1,284 shares; 2025Q2: 1,247 shares; 2025Q3: 1,252 shares; 2025Q4: 1,277 shares; 2026Q1: 1,369 shares; 2026Q2: 1,466 shares 1,466 $753K 0.47% +97 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: not loaded; 2024Q4: 10,119 shares; 2025Q1: 6,893 shares; 2025Q2: 6,557 shares; 2025Q3: 6,369 shares; 2025Q4: 6,104 shares; 2026Q1: 5,029 shares; 2026Q2: 5,328 shares 5,328 $728K 0.46% +299 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,865 shares; 2025Q4: 1,809 shares; 2026Q1: 1,728 shares; 2026Q2: 2,017 shares 2,017 $714K 0.45% +289 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,016 shares; 2026Q2: 26,663 shares 26,663 $707K 0.45% +8,647 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: not loaded; 2024Q4: 8,422 shares; 2025Q1: 8,828 shares; 2025Q2: 8,169 shares; 2025Q3: 8,348 shares; 2025Q4: 8,309 shares; 2026Q1: 8,293 shares; 2026Q2: 8,421 shares 8,421 $705K 0.44% +128 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,625 shares; 2025Q3: 9,200 shares; 2025Q4: 10,168 shares; 2026Q1: 12,241 shares; 2026Q2: 17,481 shares 17,481 $700K 0.44% +5,240 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 loaded; 2024Q4: 3,847 shares; 2025Q1: 3,847 shares; 2025Q2: 4,297 shares; 2025Q3: 4,283 shares; 2025Q4: 4,247 shares; 2026Q1: 4,072 shares; 2026Q2: 4,072 shares 4,072 $688K 0.43% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,629 shares; 2025Q4: 17,776 shares; 2026Q1: 13,403 shares; 2026Q2: 14,358 shares 14,358 $668K 0.42% +955 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,364 shares; 2025Q1: 23,364 shares; 2025Q2: 23,364 shares; 2025Q3: 24,014 shares; 2025Q4: 22,839 shares; 2026Q1: 25,239 shares; 2026Q2: 32,244 shares 32,244 $655K 0.41% +7,005 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 928 shares; 2025Q1: 924 shares; 2025Q2: 912 shares; 2025Q3: 915 shares; 2025Q4: 1,006 shares; 2026Q1: 863 shares; 2026Q2: 1,283 shares 1,283 $654K 0.41% +420 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 919 shares; 2025Q1: 1,030 shares; 2025Q2: 974 shares; 2025Q3: 997 shares; 2025Q4: 1,182 shares; 2026Q1: 913 shares; 2026Q2: 1,272 shares 1,272 $648K 0.41% +359 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 7,587 shares; 2025Q4: 7,587 shares; 2026Q1: 7,587 shares; 2026Q2: 7,587 shares 7,587 $643K 0.4% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,061 shares; 2026Q1: 4,094 shares; 2026Q2: 4,094 shares 4,094 $642K 0.4% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,451 shares; 2025Q1: 8,050 shares; 2025Q2: 6,512 shares; 2025Q3: 6,897 shares; 2025Q4: 5,344 shares; 2026Q1: 4,701 shares; 2026Q2: 4,875 shares 4,875 $632K 0.4% +174 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,176 shares; 2025Q2: 12,727 shares; 2025Q3: 13,329 shares; 2025Q4: 14,095 shares; 2026Q1: 14,815 shares; 2026Q2: 15,957 shares 15,957 $610K 0.38% +1,142 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,433 shares; 2025Q1: 14,412 shares; 2025Q2: 7,851 shares; 2025Q3: 8,858 shares; 2025Q4: 6,302 shares; 2026Q1: 6,193 shares; 2026Q2: 11,166 shares 11,166 $599K 0.38% +4,973 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,663 shares; 2025Q4: 7,986 shares; 2026Q1: 9,633 shares; 2026Q2: 12,412 shares 12,412 $581K 0.37% +2,779 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: not loaded; 2024Q4: 2,022 shares; 2025Q1: 2,030 shares; 2025Q2: 1,898 shares; 2025Q3: 1,892 shares; 2025Q4: 1,955 shares; 2026Q1: 1,956 shares; 2026Q2: 1,869 shares 1,869 $561K 0.35% -87 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,512 shares; 2025Q1: 8,683 shares; 2025Q2: 9,838 shares; 2025Q3: 9,838 shares; 2025Q4: 9,838 shares; 2026Q1: 10,173 shares; 2026Q2: 9,628 shares 9,628 $560K 0.35% -545 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,459 shares; 2026Q2: 10,194 shares 10,194 $551K 0.35% +2,735 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: not loaded; 2024Q4: 2,342 shares; 2025Q1: 3,686 shares; 2025Q2: 4,729 shares; 2025Q3: 5,364 shares; 2025Q4: 5,629 shares; 2026Q1: 5,340 shares; 2026Q2: 4,569 shares 4,569 $537K 0.34% -771 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: not loaded; 2024Q4: 9,475 shares; 2025Q1: 9,475 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares; 2026Q1: 9,575 shares; 2026Q2: 9,375 shares 9,375 $534K 0.34% -200 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,077 shares; 2025Q3: 4,417 shares; 2025Q4: 5,541 shares; 2026Q1: not reported; 2026Q2: 5,102 shares 5,102 $533K 0.34% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,713 shares 3,713 $518K 0.33% new Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $503K 0.32% 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 loaded; 2024Q4: 4,892 shares; 2025Q1: 4,761 shares; 2025Q2: 3,891 shares; 2025Q3: 4,774 shares; 2025Q4: 3,899 shares; 2026Q1: 3,188 shares; 2026Q2: 4,272 shares 4,272 $502K 0.32% +1,084 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,347 shares; 2025Q1: 8,903 shares; 2025Q2: 7,772 shares; 2025Q3: 10,217 shares; 2025Q4: 7,060 shares; 2026Q1: 8,416 shares; 2026Q2: 11,566 shares 11,566 $490K 0.31% +3,150 Timeline FNDX 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 loaded; 2024Q4: 17,556 shares; 2025Q1: 17,471 shares; 2025Q2: 17,471 shares; 2025Q3: 17,471 shares; 2025Q4: 17,471 shares; 2026Q1: 15,713 shares; 2026Q2: 15,713 shares 15,713 $489K 0.31% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,355 shares 5,355 $486K 0.31% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,233 shares; 2025Q1: 9,233 shares; 2025Q2: 9,233 shares; 2025Q3: 9,233 shares; 2025Q4: 9,233 shares; 2026Q1: 10,551 shares; 2026Q2: 10,646 shares 10,646 $480K 0.3% +95 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: not loaded; 2024Q4: 5,570 shares; 2025Q1: 5,570 shares; 2025Q2: 5,495 shares; 2025Q3: 5,645 shares; 2025Q4: 5,495 shares; 2026Q1: 5,495 shares; 2026Q2: 5,895 shares 5,895 $479K 0.3% +400 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: not loaded; 2024Q4: 1,140 shares; 2025Q1: not reported; 2025Q2: 1,302 shares; 2025Q3: 1,165 shares; 2025Q4: 1,192 shares; 2026Q1: 1,090 shares; 2026Q2: 1,258 shares 1,258 $475K 0.3% +168 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,750 shares; 2025Q1: 14,500 shares; 2025Q2: 13,000 shares; 2025Q3: 22,000 shares; 2025Q4: 17,000 shares; 2026Q1: 15,750 shares; 2026Q2: 21,000 shares 21,000 $467K 0.29% +5,250 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 loaded; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 8,987 shares; 2025Q3: 11,085 shares; 2025Q4: 11,302 shares; 2026Q1: 11,568 shares; 2026Q2: 11,858 shares 11,858 $460K 0.29% +290 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 4,482 shares; 2026Q1: 5,082 shares; 2026Q2: 5,082 shares 5,082 $460K 0.29% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,700 shares; 2025Q1: 11,650 shares; 2025Q2: 11,650 shares; 2025Q3: 18,785 shares; 2025Q4: 12,885 shares; 2026Q1: 12,135 shares; 2026Q2: 15,035 shares 15,035 $458K 0.29% +2,900 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,602 shares; 2026Q2: 4,037 shares 4,037 $443K 0.28% -2,565 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,739 shares; 2025Q3: 7,064 shares; 2025Q4: 5,592 shares; 2026Q1: 6,398 shares; 2026Q2: 8,224 shares 8,224 $442K 0.28% +1,826 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,364 shares; 2025Q1: 21,364 shares; 2025Q2: 21,364 shares; 2025Q3: 41,364 shares; 2025Q4: 46,364 shares; 2026Q1: 46,164 shares; 2026Q2: 40,364 shares 40,364 $436K 0.27% -5,800 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,386 shares 3,386 $421K 0.27% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,883 shares; 2026Q2: 3,903 shares 3,903 $420K 0.26% +1,020 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,699 shares; 2025Q1: 15,728 shares; 2025Q2: 15,763 shares; 2025Q3: 18,795 shares; 2025Q4: 16,076 shares; 2026Q1: 13,334 shares; 2026Q2: 19,549 shares 19,549 $398K 0.25% +6,215 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $390K 0.25% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,667 shares; 2025Q4: 7,834 shares; 2026Q1: 9,221 shares; 2026Q2: 9,096 shares 9,096 $389K 0.24% -125 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,185 shares; 2025Q1: 13,349 shares; 2025Q2: 9,585 shares; 2025Q3: 10,272 shares; 2025Q4: 9,799 shares; 2026Q1: 6,482 shares; 2026Q2: 6,628 shares 6,628 $382K 0.24% +146 Timeline ONEV 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 loaded; 2024Q4: 2,425 shares; 2025Q1: 1,684 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,229 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $379K 0.24% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,884 shares; 2025Q1: 4,545 shares; 2025Q2: 4,807 shares; 2025Q3: 4,179 shares; 2025Q4: 3,909 shares; 2026Q1: 4,040 shares; 2026Q2: 4,523 shares 4,523 $374K 0.24% +483 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,402 shares; 2025Q1: 3,402 shares; 2025Q2: 3,412 shares; 2025Q3: 3,513 shares; 2025Q4: 3,152 shares; 2026Q1: 3,152 shares; 2026Q2: 3,654 shares 3,654 $373K 0.24% +502 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,450 shares 16,450 $373K 0.23% new Timeline VLU 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 loaded; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,609 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $372K 0.23% 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 loaded; 2024Q4: not reported; 2025Q1: 2,733 shares; 2025Q2: 2,558 shares; 2025Q3: 4,921 shares; 2025Q4: 6,460 shares; 2026Q1: 6,934 shares; 2026Q2: 3,680 shares 3,680 $369K 0.23% -3,254 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: not loaded; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 690 shares; 2025Q3: 995 shares; 2025Q4: 1,041 shares; 2026Q1: 660 shares; 2026Q2: 1,000 shares 1,000 $368K 0.23% +340 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,196 shares; 2025Q1: 3,196 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,196 shares; 2026Q1: 2,984 shares; 2026Q2: 2,984 shares 2,984 $367K 0.23% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 665 shares; 2025Q4: 526 shares; 2026Q1: 637 shares; 2026Q2: 720 shares 720 $361K 0.23% +83 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: not loaded; 2024Q4: 3,469 shares; 2025Q1: 3,475 shares; 2025Q2: 3,748 shares; 2025Q3: 3,752 shares; 2025Q4: 3,966 shares; 2026Q1: 3,973 shares; 2026Q2: 3,994 shares 3,994 $354K 0.22% +21 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,393 shares; 2025Q1: 5,834 shares; 2025Q2: 5,834 shares; 2025Q3: 5,834 shares; 2025Q4: 5,834 shares; 2026Q1: 6,010 shares; 2026Q2: 5,715 shares 5,715 $351K 0.22% -295 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,393 shares; 2025Q1: 3,634 shares; 2025Q2: 2,557 shares; 2025Q3: 3,501 shares; 2025Q4: 3,267 shares; 2026Q1: 1,572 shares; 2026Q2: 1,662 shares 1,662 $341K 0.21% +90 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: not loaded; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 3,151 shares; 2025Q3: 2,501 shares; 2025Q4: 2,766 shares; 2026Q1: 2,376 shares; 2026Q2: 2,426 shares 2,426 $328K 0.21% +50 Timeline XTWY 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 loaded; 2024Q4: 8,196 shares; 2025Q1: 8,964 shares; 2025Q2: 9,096 shares; 2025Q3: 9,096 shares; 2025Q4: 9,096 shares; 2026Q1: 9,096 shares; 2026Q2: 8,721 shares 8,721 $327K 0.21% -375 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,463 shares; 2026Q2: 1,463 shares 1,463 $326K 0.21% 0 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: not loaded; 2024Q4: 1,963 shares; 2025Q1: 1,961 shares; 2025Q2: 1,963 shares; 2025Q3: 1,901 shares; 2025Q4: 2,012 shares; 2026Q1: 1,950 shares; 2026Q2: 1,983 shares 1,983 $326K 0.21% +33 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,082 shares; 2025Q1: 12,287 shares; 2025Q2: 13,973 shares; 2025Q3: 12,643 shares; 2025Q4: 13,904 shares; 2026Q1: 14,510 shares; 2026Q2: 13,411 shares 13,411 $323K 0.2% -1,099 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: not loaded; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 2,868 shares; 2026Q2: 1,409 shares 1,409 $316K 0.2% -1,459 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,666 shares 5,666 $315K 0.2% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,220 shares; 2025Q1: 27,817 shares; 2025Q2: 27,817 shares; 2025Q3: 27,817 shares; 2025Q4: 26,539 shares; 2026Q1: 26,539 shares; 2026Q2: 26,150 shares 26,150 $315K 0.2% -389 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: not loaded; 2024Q4: 498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 468 shares; 2026Q1: not reported; 2026Q2: 745 shares 745 $314K 0.2% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 781 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $306K 0.19% 0 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares; 2026Q2: 2,842 shares 2,842 $303K 0.19% -60 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 loaded; 2024Q4: 6,545 shares; 2025Q1: 2,481 shares; 2025Q2: 2,481 shares; 2025Q3: 2,763 shares; 2025Q4: 2,313 shares; 2026Q1: 2,213 shares; 2026Q2: 2,628 shares 2,628 $303K 0.19% +415 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045 $301K 0.19% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 256 shares 256 $295K 0.19% new Timeline XTEN 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 loaded; 2024Q4: not reported; 2025Q1: 6,539 shares; 2025Q2: 6,714 shares; 2025Q3: 6,547 shares; 2025Q4: 6,547 shares; 2026Q1: 6,547 shares; 2026Q2: 6,345 shares 6,345 $289K 0.18% -202 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,131 shares; 2025Q1: 3,131 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares; 2025Q4: 3,131 shares; 2026Q1: 3,131 shares; 2026Q2: 3,131 shares 3,131 $287K 0.18% 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: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,674 shares; 2025Q2: 1,480 shares; 2025Q3: 1,481 shares; 2025Q4: 1,654 shares; 2026Q1: 774 shares; 2026Q2: 802 shares 802 $283K 0.18% +28 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,128 shares 3,128 $281K 0.18% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,908 shares 1,908 $280K 0.18% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 2,206 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,362 shares; 2026Q2: 2,362 shares 2,362 $279K 0.18% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $274K 0.17% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,113 shares; 2026Q1: 6,803 shares; 2026Q2: 7,088 shares 7,088 $267K 0.17% +285 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,730 shares; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $267K 0.17% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,487 shares 6,487 $264K 0.17% new Timeline XOP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 2,362 shares; 2025Q4: 1,644 shares; 2026Q1: not reported; 2026Q2: 1,703 shares 1,703 $263K 0.17% new Timeline XLP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: not reported; 2026Q2: 3,150 shares 3,150 $262K 0.16% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,233 shares; 2025Q1: not reported; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,004 shares; 2026Q2: 5,004 shares 5,004 $261K 0.16% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,164 shares; 2025Q4: 5,164 shares; 2026Q1: 5,164 shares; 2026Q2: 5,164 shares 5,164 $258K 0.16% 0 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 loaded; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 5,070 shares; 2025Q3: 9,065 shares; 2025Q4: 7,020 shares; 2026Q1: 2,425 shares; 2026Q2: 2,545 shares 2,545 $256K 0.16% +120 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares; 2026Q2: 2,264 shares 2,264 $252K 0.16% 0 Timeline FCAL 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: not loaded; 2024Q4: 5,051 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 5,051 shares; 2025Q4: 5,051 shares; 2026Q1: 5,051 shares; 2026Q2: 5,051 shares 5,051 $251K 0.16% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,910 shares 2,910 $251K 0.16% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,116 shares; 2026Q1: 2,210 shares; 2026Q2: 2,173 shares 2,173 $248K 0.16% -37 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 1,107 shares 1,107 $248K 0.16% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,617 shares; 2025Q4: 3,474 shares; 2026Q1: not reported; 2026Q2: 3,653 shares 3,653 $245K 0.15% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,809 shares; 2025Q4: not reported; 2026Q1: 7,379 shares; 2026Q2: 7,649 shares 7,649 $245K 0.15% +270 Timeline XLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,514 shares 1,514 $240K 0.15% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $240K 0.15% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,799 shares 1,799 $238K 0.15% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,644 shares; 2025Q1: 9,594 shares; 2025Q2: 8,994 shares; 2025Q3: 12,467 shares; 2025Q4: 8,890 shares; 2026Q1: 7,853 shares; 2026Q2: 11,176 shares 11,176 $231K 0.15% +3,323 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,078 shares 2,078 $224K 0.14% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $223K 0.14% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares; 2026Q2: 1,277 shares 1,277 $222K 0.14% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,653 shares; 2025Q1: 4,653 shares; 2025Q2: 4,653 shares; 2025Q3: 4,653 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares; 2026Q2: 4,653 shares 4,653 $221K 0.14% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $218K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,107 shares; 2026Q2: 2,107 shares 2,107 $217K 0.14% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 910 shares; 2025Q1: 521 shares; 2025Q2: 423 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $212K 0.13% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 765 shares; 2025Q4: 555 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $212K 0.13% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,101 shares; 2025Q4: 3,101 shares; 2026Q1: 3,101 shares; 2026Q2: 3,101 shares 3,101 $208K 0.13% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares; 2026Q1: 2,447 shares; 2026Q2: 2,218 shares 2,218 $203K 0.13% -229 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,692 shares 1,692 $202K 0.13% new Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,449 shares; 2025Q1: 43,132 shares; 2025Q2: 43,132 shares; 2025Q3: 43,013 shares; 2025Q4: 38,548 shares; 2026Q1: 47,933 shares; 2026Q2: 47,933 shares 47,933 $190K 0.12% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $172K 0.11% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,423 shares; 2025Q1: 15,423 shares; 2025Q2: 15,423 shares; 2025Q3: 15,357 shares; 2025Q4: 15,357 shares; 2026Q1: 16,357 shares; 2026Q2: 16,157 shares 16,157 $166K 0.1% -200 Timeline PGP PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,985 shares; 2025Q1: 12,985 shares; 2025Q2: 12,985 shares; 2025Q3: 12,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares; 2026Q2: 13,985 shares 13,985 $121K 0.08% 0 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,375 shares; 2025Q1: 13,375 shares; 2025Q2: 13,375 shares; 2025Q3: 13,375 shares; 2025Q4: 13,375 shares; 2026Q1: 13,375 shares; 2026Q2: 13,375 shares 13,375 $62.1K 0.04% 0 Timeline