VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,428 shares; 2024Q4: 193,458 shares; 2025Q1: 196,034 shares; 2025Q2: 187,979 shares; 2025Q3: 183,893 shares; 2025Q4: 178,483 shares; 2026Q1: 179,883 shares; 2026Q2: 179,471 shares 179,471 $123M 14.6% -412 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: 823,383 shares; 2024Q4: 827,295 shares; 2025Q1: 802,694 shares; 2025Q2: 863,907 shares; 2025Q3: 1,005,429 shares; 2025Q4: 1,040,808 shares; 2026Q1: 1,094,096 shares; 2026Q2: 1,164,620 shares 1,164,620 $112M 13.32% +70,524 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,604 shares; 2024Q4: 290,479 shares; 2025Q1: 293,342 shares; 2025Q2: 546,785 shares; 2025Q3: 568,678 shares; 2025Q4: 598,275 shares; 2026Q1: 601,226 shares; 2026Q2: 588,479 shares 588,479 $55.7M 6.59% -12,747 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: 96,421 shares; 2024Q4: 94,210 shares; 2025Q1: 92,291 shares; 2025Q2: 83,419 shares; 2025Q3: 80,761 shares; 2025Q4: 75,033 shares; 2026Q1: 74,260 shares; 2026Q2: 73,993 shares 73,993 $55.3M 6.54% -267 Timeline VCIT 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: 276,521 shares; 2024Q4: 581,386 shares; 2025Q1: 589,427 shares; 2025Q2: 559,321 shares; 2025Q3: 563,990 shares; 2025Q4: 629,567 shares; 2026Q1: 632,398 shares; 2026Q2: 638,941 shares 638,941 $52.8M 6.25% +6,543 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840,346 shares; 2024Q4: 844,045 shares; 2025Q1: 853,398 shares; 2025Q2: 836,099 shares; 2025Q3: 615,480 shares; 2025Q4: 678,723 shares; 2026Q1: 668,994 shares; 2026Q2: 623,847 shares 623,847 $45.8M 5.42% -45,147 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: 711,813 shares; 2024Q4: 727,982 shares; 2025Q1: 722,791 shares; 2025Q2: 651,570 shares; 2025Q3: 487,686 shares; 2025Q4: 467,492 shares; 2026Q1: 443,046 shares; 2026Q2: 425,326 shares 425,326 $45.8M 5.42% -17,720 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,008 shares; 2024Q4: 318,105 shares; 2025Q1: 312,401 shares; 2025Q2: 334,802 shares; 2025Q3: 416,824 shares; 2025Q4: 427,610 shares; 2026Q1: 459,181 shares; 2026Q2: 491,224 shares 491,224 $37.9M 4.49% +32,043 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252,212 shares; 2024Q4: 252,865 shares; 2025Q1: 247,946 shares; 2025Q2: 257,234 shares; 2025Q3: 287,447 shares; 2025Q4: 294,989 shares; 2026Q1: 311,610 shares; 2026Q2: 357,114 shares 357,114 $29.6M 3.5% +45,504 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: 220,620 shares; 2024Q4: 219,401 shares; 2025Q1: 219,245 shares; 2025Q2: 208,151 shares; 2025Q3: 314,711 shares; 2025Q4: 315,204 shares; 2026Q1: 324,168 shares; 2026Q2: 342,456 shares 342,456 $25.9M 3.06% +18,288 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: 121,511 shares; 2024Q4: 123,751 shares; 2025Q1: 127,048 shares; 2025Q2: 136,525 shares; 2025Q3: 137,865 shares; 2025Q4: 140,941 shares; 2026Q1: 149,126 shares; 2026Q2: 163,985 shares 163,985 $24.3M 2.88% +14,859 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: 73,699 shares; 2024Q4: 72,010 shares; 2025Q1: 67,972 shares; 2025Q2: 67,441 shares; 2025Q3: 66,633 shares; 2025Q4: 65,122 shares; 2026Q1: 63,607 shares; 2026Q2: 63,245 shares 63,245 $23.3M 2.76% -362 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,305 shares; 2024Q4: 193,470 shares; 2025Q1: 201,457 shares; 2025Q2: 124,090 shares; 2025Q3: 121,730 shares; 2025Q4: 120,392 shares; 2026Q1: 121,968 shares; 2026Q2: 125,071 shares 125,071 $19.8M 2.34% +3,103 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,809 shares; 2024Q4: 160,608 shares; 2025Q1: 164,648 shares; 2025Q2: 158,525 shares; 2025Q3: 167,657 shares; 2025Q4: 166,484 shares; 2026Q1: 172,053 shares; 2026Q2: 175,499 shares 175,499 $17.2M 2.04% +3,446 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,670 shares; 2025Q4: 338,014 shares; 2026Q1: 334,050 shares; 2026Q2: 355,959 shares 355,959 $16.1M 1.91% +21,909 Timeline EMLP 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: 273,658 shares; 2024Q4: 274,148 shares; 2025Q1: 281,543 shares; 2025Q2: 283,982 shares; 2025Q3: 282,284 shares; 2025Q4: 287,832 shares; 2026Q1: 293,750 shares; 2026Q2: 299,059 shares 299,059 $13M 1.54% +5,309 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: 42,860 shares; 2024Q4: 42,092 shares; 2025Q1: 41,063 shares; 2025Q2: 40,559 shares; 2025Q3: 40,169 shares; 2025Q4: 40,011 shares; 2026Q1: 39,708 shares; 2026Q2: 158,081 shares 158,081 $12.7M 1.51% +118,373 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,002 shares; 2024Q4: 116,500 shares; 2025Q1: 120,809 shares; 2025Q2: 116,999 shares; 2025Q3: 117,511 shares; 2025Q4: 116,943 shares; 2026Q1: 120,231 shares; 2026Q2: 118,916 shares 118,916 $9.01M 1.07% -1,315 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: 32,447 shares; 2024Q4: 31,922 shares; 2025Q1: 30,965 shares; 2025Q2: 30,138 shares; 2025Q3: 29,778 shares; 2025Q4: 29,656 shares; 2026Q1: 29,345 shares; 2026Q2: 29,112 shares 29,112 $8.82M 1.04% -233 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,693 shares; 2024Q4: 14,609 shares; 2025Q1: 14,609 shares; 2025Q2: 13,871 shares; 2025Q3: 28,806 shares; 2025Q4: 32,958 shares; 2026Q1: 35,712 shares; 2026Q2: 40,620 shares 40,620 $8.64M 1.02% +4,908 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,523 shares; 2024Q4: 26,068 shares; 2025Q1: 30,224 shares; 2025Q2: 62,118 shares; 2025Q3: 89,518 shares; 2025Q4: 99,099 shares; 2026Q1: 134,855 shares; 2026Q2: 156,831 shares 156,831 $8.01M 0.95% +21,976 Timeline CWB 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: 70,120 shares; 2024Q4: 70,890 shares; 2025Q1: 73,677 shares; 2025Q2: 73,896 shares; 2025Q3: 72,435 shares; 2025Q4: 71,429 shares; 2026Q1: 73,471 shares; 2026Q2: 72,474 shares 72,474 $7.81M 0.93% -997 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: 14,979 shares; 2024Q4: 14,964 shares; 2025Q1: 14,776 shares; 2025Q2: 14,333 shares; 2025Q3: 16,956 shares; 2025Q4: 14,753 shares; 2026Q1: 15,617 shares; 2026Q2: 15,930 shares 15,930 $4.61M 0.55% +313 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: 10,054 shares; 2024Q4: 9,659 shares; 2025Q1: 9,439 shares; 2025Q2: 9,498 shares; 2025Q3: 10,902 shares; 2025Q4: 10,031 shares; 2026Q1: 11,124 shares; 2026Q2: 11,410 shares 11,410 $4.08M 0.48% +286 Timeline VCSH 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: 626,747 shares; 2024Q4: 185,373 shares; 2025Q1: 157,073 shares; 2025Q2: 125,307 shares; 2025Q3: 98,365 shares; 2025Q4: 71,327 shares; 2026Q1: 70,491 shares; 2026Q2: 46,688 shares 46,688 $3.69M 0.44% -23,803 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,242 shares; 2024Q4: 33,442 shares; 2025Q1: 25,707 shares; 2025Q2: 26,307 shares; 2025Q3: 26,448 shares; 2025Q4: 23,704 shares; 2026Q1: 23,634 shares; 2026Q2: 23,464 shares 23,464 $3.68M 0.44% -170 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: 45,663 shares; 2024Q4: 65,616 shares; 2025Q1: 82,565 shares; 2025Q2: 84,501 shares; 2025Q3: 77,642 shares; 2025Q4: 84,144 shares; 2026Q1: 102,421 shares; 2026Q2: 112,693 shares 112,693 $3.44M 0.41% +10,272 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: 48,209 shares; 2024Q4: 46,191 shares; 2025Q1: 38,806 shares; 2025Q2: 37,706 shares; 2025Q3: 36,673 shares; 2025Q4: 36,673 shares; 2026Q1: 36,673 shares; 2026Q2: 36,673 shares 36,673 $2.77M 0.33% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,912 shares; 2024Q4: 129,029 shares; 2025Q1: 136,908 shares; 2025Q2: 129,737 shares; 2025Q3: 123,689 shares; 2025Q4: 124,207 shares; 2026Q1: 90,187 shares; 2026Q2: 96,381 shares 96,381 $2.66M 0.32% +6,194 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 140,600 shares; 2026Q2: 140,600 shares 140,600 $2.65M 0.31% 0 Timeline PGX 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: 660,676 shares; 2024Q4: 620,346 shares; 2025Q1: 619,572 shares; 2025Q2: 581,671 shares; 2025Q3: 452,361 shares; 2025Q4: 402,698 shares; 2026Q1: 312,676 shares; 2026Q2: 225,179 shares 225,179 $2.44M 0.29% -87,497 Timeline SDVY 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: 33,769 shares; 2024Q4: 35,177 shares; 2025Q1: 37,414 shares; 2025Q2: 40,190 shares; 2025Q3: 46,476 shares; 2025Q4: 49,244 shares; 2026Q1: 54,144 shares; 2026Q2: 56,537 shares 56,537 $2.44M 0.29% +2,393 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: 5,288 shares; 2024Q4: 5,158 shares; 2025Q1: 5,816 shares; 2025Q2: 5,881 shares; 2025Q3: 12,330 shares; 2025Q4: 6,804 shares; 2026Q1: 9,103 shares; 2026Q2: 8,420 shares 8,420 $2.01M 0.24% -683 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: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 6,699 shares; 2025Q2: 5,189 shares; 2025Q3: 4,354 shares; 2025Q4: 3,787 shares; 2026Q1: 3,682 shares; 2026Q2: 22,102 shares 22,102 $1.9M 0.23% +18,420 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,273 shares; 2026Q2: 16,775 shares 16,775 $1.78M 0.21% +1,502 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: 1,631 shares; 2024Q4: 1,833 shares; 2025Q1: 1,781 shares; 2025Q2: 2,093 shares; 2025Q3: 2,104 shares; 2025Q4: 2,115 shares; 2026Q1: 2,247 shares; 2026Q2: 2,361 shares 2,361 $1.74M 0.21% +114 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: 2,343 shares; 2024Q4: 2,395 shares; 2025Q1: 2,577 shares; 2025Q2: 2,859 shares; 2025Q3: 6,550 shares; 2025Q4: 3,210 shares; 2026Q1: 4,961 shares; 2026Q2: 4,421 shares 4,421 $1.65M 0.2% -540 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: 16,579 shares; 2024Q4: 16,132 shares; 2025Q1: 16,252 shares; 2025Q2: 16,676 shares; 2025Q3: 16,301 shares; 2025Q4: 13,929 shares; 2026Q1: 14,292 shares; 2026Q2: 14,558 shares 14,558 $1.65M 0.2% +266 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,065 shares; 2025Q1: 51,283 shares; 2025Q2: 51,283 shares; 2025Q3: 51,283 shares; 2025Q4: 51,283 shares; 2026Q1: 51,283 shares; 2026Q2: 51,283 shares 51,283 $1.55M 0.18% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,910 shares; 2024Q4: 28,910 shares; 2025Q1: 28,910 shares; 2025Q2: 28,910 shares; 2025Q3: 28,910 shares; 2025Q4: 28,910 shares; 2026Q1: 28,910 shares; 2026Q2: 28,910 shares 28,910 $1.5M 0.18% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,261 shares; 2025Q1: 1,309 shares; 2025Q2: 1,429 shares; 2025Q3: 2,344 shares; 2025Q4: 2,318 shares; 2026Q1: 9,149 shares; 2026Q2: 9,852 shares 9,852 $1.44M 0.17% +703 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: 3,391 shares; 2024Q4: 3,464 shares; 2025Q1: 3,523 shares; 2025Q2: 3,587 shares; 2025Q3: 6,710 shares; 2025Q4: 3,788 shares; 2026Q1: 4,178 shares; 2026Q2: 3,651 shares 3,651 $1.38M 0.16% -527 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: 3,207 shares; 2024Q4: 3,818 shares; 2025Q1: 5,205 shares; 2025Q2: 5,800 shares; 2025Q3: 12,122 shares; 2025Q4: 5,135 shares; 2026Q1: 7,421 shares; 2026Q2: 6,788 shares 6,788 $1.36M 0.16% -633 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: 2,588 shares; 2024Q4: 2,803 shares; 2025Q1: 4,009 shares; 2025Q2: 4,102 shares; 2025Q3: 4,293 shares; 2025Q4: 8,586 shares; 2026Q1: 24,211 shares; 2026Q2: 25,443 shares 25,443 $1.35M 0.16% +1,232 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: 33,122 shares; 2024Q4: 25,144 shares; 2025Q1: 25,006 shares; 2025Q2: 30,004 shares; 2025Q3: 29,914 shares; 2025Q4: 29,879 shares; 2026Q1: 31,529 shares; 2026Q2: 31,614 shares 31,614 $1.31M 0.16% +85 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,663 shares; 2024Q4: 13,800 shares; 2025Q1: 13,641 shares; 2025Q2: 13,241 shares; 2025Q3: 13,402 shares; 2025Q4: 13,402 shares; 2026Q1: 12,641 shares; 2026Q2: 12,681 shares 12,681 $1.08M 0.13% +40 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 700 shares; 2025Q2: 703 shares; 2025Q3: 796 shares; 2025Q4: 885 shares; 2026Q1: 1,080 shares; 2026Q2: 1,108 shares 1,108 $1.04M 0.12% +28 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,560 shares; 2024Q4: 10,124 shares; 2025Q1: 9,766 shares; 2025Q2: 9,565 shares; 2025Q3: 9,282 shares; 2025Q4: 9,258 shares; 2026Q1: 9,258 shares; 2026Q2: 9,248 shares 9,248 $1.02M 0.12% -10 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,377 shares; 2025Q1: 1,453 shares; 2025Q2: 1,624 shares; 2025Q3: 1,779 shares; 2025Q4: 2,303 shares; 2026Q1: 2,570 shares; 2026Q2: 2,629 shares 2,629 $973K 0.12% +59 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,337 shares; 2025Q3: 1,489 shares; 2025Q4: 1,337 shares; 2026Q1: 1,313 shares; 2026Q2: 1,313 shares 1,313 $950K 0.11% 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: 12,424 shares; 2024Q4: 12,424 shares; 2025Q1: 12,424 shares; 2025Q2: 12,424 shares; 2025Q3: 13,601 shares; 2025Q4: 12,871 shares; 2026Q1: 12,488 shares; 2026Q2: 12,510 shares 12,510 $891K 0.11% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,851 shares; 2026Q2: 10,631 shares 10,631 $883K 0.1% +7,780 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: 1,941 shares; 2024Q4: 1,925 shares; 2025Q1: 1,911 shares; 2025Q2: 3,515 shares; 2025Q3: 3,769 shares; 2025Q4: 4,258 shares; 2026Q1: 4,975 shares; 2026Q2: 5,087 shares 5,087 $843K 0.1% +112 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,785 shares; 2024Q4: 126,805 shares; 2025Q1: 133,318 shares; 2025Q2: 231,466 shares; 2025Q3: 86,535 shares; 2025Q4: 18,199 shares; 2026Q1: 15,893 shares; 2026Q2: 15,765 shares 15,765 $843K 0.1% -128 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,358 shares; 2024Q4: 15,541 shares; 2025Q1: 14,876 shares; 2025Q2: 14,803 shares; 2025Q3: 14,803 shares; 2025Q4: 14,723 shares; 2026Q1: 14,692 shares; 2026Q2: 14,567 shares 14,567 $823K 0.1% -125 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,131 shares; 2024Q4: 3,182 shares; 2025Q1: 3,060 shares; 2025Q2: 3,269 shares; 2025Q3: 4,229 shares; 2025Q4: 3,307 shares; 2026Q1: 2,608 shares; 2026Q2: 2,498 shares 2,498 $818K 0.1% -110 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 1,564 shares; 2026Q2: 1,565 shares 1,565 $817K 0.1% +1 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,304 shares; 2024Q4: 7,304 shares; 2025Q1: 7,304 shares; 2025Q2: 7,304 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares; 2026Q1: 7,044 shares; 2026Q2: 7,044 shares 7,044 $810K 0.1% 0 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: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,454 shares; 2025Q3: 1,614 shares; 2025Q4: 1,459 shares; 2026Q1: 1,646 shares; 2026Q2: 1,542 shares 1,542 $772K 0.09% -104 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,237 shares; 2024Q4: 20,787 shares; 2025Q1: 20,787 shares; 2025Q2: 20,793 shares; 2025Q3: 20,799 shares; 2025Q4: 20,806 shares; 2026Q1: 20,396 shares; 2026Q2: 20,456 shares 20,456 $754K 0.09% +60 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: 809 shares; 2024Q4: 914 shares; 2025Q1: 1,340 shares; 2025Q2: 1,469 shares; 2025Q3: 1,620 shares; 2025Q4: 1,707 shares; 2026Q1: 1,722 shares; 2026Q2: 1,780 shares 1,780 $749K 0.09% +58 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,105 shares; 2024Q4: 10,105 shares; 2025Q1: 10,105 shares; 2025Q2: 10,105 shares; 2025Q3: 9,696 shares; 2025Q4: 9,525 shares; 2026Q1: 9,525 shares; 2026Q2: 9,621 shares 9,621 $746K 0.09% +96 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,524 shares; 2024Q4: 16,862 shares; 2025Q1: 16,857 shares; 2025Q2: 16,714 shares; 2025Q3: 16,315 shares; 2025Q4: 14,996 shares; 2026Q1: 14,922 shares; 2026Q2: 14,701 shares 14,701 $731K 0.09% -221 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,755 shares; 2025Q1: 4,255 shares; 2025Q2: 4,546 shares; 2025Q3: 7,006 shares; 2025Q4: 6,720 shares; 2026Q1: 7,520 shares; 2026Q2: 7,409 shares 7,409 $709K 0.08% -111 Timeline VOOG 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares; 2026Q2: 8,571 shares 8,571 $708K 0.08% +7,144 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: 1,423 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 906 shares; 2025Q3: 879 shares; 2025Q4: 917 shares; 2026Q1: 913 shares; 2026Q2: 915 shares 915 $685K 0.08% +2 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: 9,622 shares; 2024Q4: 8,702 shares; 2025Q1: 8,702 shares; 2025Q2: 8,702 shares; 2025Q3: 7,542 shares; 2025Q4: 7,542 shares; 2026Q1: 7,532 shares; 2026Q2: 7,561 shares 7,561 $653K 0.08% +29 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: 8,685 shares; 2024Q4: 8,685 shares; 2025Q1: 8,685 shares; 2025Q2: 8,685 shares; 2025Q3: 9,336 shares; 2025Q4: 8,685 shares; 2026Q1: 8,685 shares; 2026Q2: 8,746 shares 8,746 $650K 0.08% +61 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 6,414 shares; 2025Q1: 6,414 shares; 2025Q2: 6,188 shares; 2025Q3: 4,389 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares; 2026Q2: 4,368 shares 4,368 $611K 0.07% +9 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 6,134 shares; 2025Q2: 6,721 shares; 2025Q3: 10,726 shares; 2025Q4: 8,458 shares; 2026Q1: 8,458 shares; 2026Q2: 8,505 shares 8,505 $581K 0.07% +47 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: 14,627 shares; 2024Q4: 14,313 shares; 2025Q1: 14,023 shares; 2025Q2: 14,119 shares; 2025Q3: 14,093 shares; 2025Q4: 13,957 shares; 2026Q1: 13,947 shares; 2026Q2: 13,884 shares 13,884 $565K 0.07% -63 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: 3,674 shares; 2025Q2: 3,780 shares; 2025Q3: 5,923 shares; 2025Q4: 5,248 shares; 2026Q1: 4,272 shares; 2026Q2: 4,329 shares 4,329 $548K 0.06% +57 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: 12,522 shares; 2024Q4: 11,370 shares; 2025Q1: 11,102 shares; 2025Q2: 11,102 shares; 2025Q3: 11,102 shares; 2025Q4: 11,102 shares; 2026Q1: 11,102 shares; 2026Q2: 10,693 shares 10,693 $537K 0.06% -409 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: 6,190 shares; 2024Q4: 6,168 shares; 2025Q1: 6,117 shares; 2025Q2: 6,117 shares; 2025Q3: 6,558 shares; 2025Q4: 6,117 shares; 2026Q1: 6,117 shares; 2026Q2: 6,421 shares 6,421 $522K 0.06% +304 Timeline SDY 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: 3,454 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares; 2026Q2: 3,409 shares 3,409 $519K 0.06% +11 Timeline SCHG 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: 3,800 shares; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 15,200 shares; 2026Q2: 15,215 shares 15,215 $515K 0.06% +15 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: 20,277 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,937 shares; 2025Q4: 7,187 shares; 2026Q1: 7,187 shares; 2026Q2: 3,625 shares 3,625 $506K 0.06% -3,562 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares 841 $489K 0.06% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,500 shares 9,500 $483K 0.06% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,706 shares; 2025Q1: 3,699 shares; 2025Q2: 3,543 shares; 2025Q3: 3,439 shares; 2025Q4: 3,148 shares; 2026Q1: 3,048 shares; 2026Q2: 3,029 shares 3,029 $467K 0.06% -19 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: 10,777 shares; 2024Q4: 10,777 shares; 2025Q1: 10,777 shares; 2025Q2: 12,394 shares; 2025Q3: 12,394 shares; 2025Q4: 10,950 shares; 2026Q1: 11,402 shares; 2026Q2: 12,310 shares 12,310 $453K 0.05% +908 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,557 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 2,557 shares 2,557 $452K 0.05% 0 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: 12,178 shares; 2024Q4: 12,178 shares; 2025Q1: 12,275 shares; 2025Q2: 12,267 shares; 2025Q3: 8,905 shares; 2025Q4: 8,147 shares; 2026Q1: 8,143 shares; 2026Q2: 5,509 shares 5,509 $441K 0.05% -2,634 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: not reported; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,707 shares; 2026Q2: 6,847 shares 6,847 $431K 0.05% +140 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: 4,152 shares; 2025Q1: 3,988 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 3,988 shares; 2026Q1: 3,968 shares; 2026Q2: 4,000 shares 4,000 $416K 0.05% +32 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,469 shares; 2024Q4: 1,469 shares; 2025Q1: 1,469 shares; 2025Q2: 1,469 shares; 2025Q3: 1,499 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares; 2026Q2: 1,475 shares 1,475 $396K 0.05% +6 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,089 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 1,831 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,755 shares; 2026Q2: 1,760 shares 1,760 $384K 0.05% +5 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,885 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $368K 0.04% 0 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: 228 shares; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 411 shares; 2025Q3: 1,186 shares; 2025Q4: 478 shares; 2026Q1: 497 shares; 2026Q2: 306 shares 306 $367K 0.04% -191 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: 4,122 shares; 2024Q4: 4,112 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 3,656 shares; 2026Q1: 3,566 shares; 2026Q2: 3,538 shares 3,538 $364K 0.04% -28 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 576 shares; 2025Q2: 571 shares; 2025Q3: 871 shares; 2025Q4: 607 shares; 2026Q1: 568 shares; 2026Q2: 610 shares 610 $344K 0.04% +42 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 reported; 2024Q4: 675 shares; 2025Q1: 776 shares; 2025Q2: 829 shares; 2025Q3: 1,344 shares; 2025Q4: 976 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $340K 0.04% 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: 1,669 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,465 shares; 2026Q2: 1,471 shares 1,471 $334K 0.04% +6 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: 747 shares; 2024Q4: 765 shares; 2025Q1: 842 shares; 2025Q2: 992 shares; 2025Q3: 1,214 shares; 2025Q4: 1,095 shares; 2026Q1: 1,208 shares; 2026Q2: 928 shares 928 $327K 0.04% -280 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: 2,022 shares; 2024Q4: 1,521 shares; 2025Q1: 1,421 shares; 2025Q2: 3,949 shares; 2025Q3: 4,010 shares; 2025Q4: 2,478 shares; 2026Q1: 2,411 shares; 2026Q2: 2,323 shares 2,323 $315K 0.04% -88 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,094 shares; 2025Q4: 671 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $312K 0.04% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,120 shares; 2024Q4: 7,051 shares; 2025Q1: 7,051 shares; 2025Q2: 7,051 shares; 2025Q3: 7,051 shares; 2025Q4: 7,051 shares; 2026Q1: 7,051 shares; 2026Q2: 4,454 shares 4,454 $310K 0.04% -2,597 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,952 shares; 2024Q4: 14,952 shares; 2025Q1: 14,952 shares; 2025Q2: 14,952 shares; 2025Q3: 14,952 shares; 2025Q4: 14,952 shares; 2026Q1: 14,952 shares; 2026Q2: 15,128 shares 15,128 $305K 0.04% +176 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 960 shares; 2026Q2: 702 shares 702 $304K 0.04% -258 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 reported; 2024Q4: not reported; 2025Q1: 5,917 shares; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: 6,382 shares; 2026Q1: 6,382 shares; 2026Q2: 6,382 shares 6,382 $297K 0.04% 0 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: 774 shares; 2024Q4: 770 shares; 2025Q1: 731 shares; 2025Q2: 792 shares; 2025Q3: 984 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 290 shares 290 $293K 0.03% +1 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: 6,184 shares; 2024Q4: 5,937 shares; 2025Q1: 5,941 shares; 2025Q2: 7,284 shares; 2025Q3: 10,054 shares; 2025Q4: 7,317 shares; 2026Q1: 7,070 shares; 2026Q2: 6,868 shares 6,868 $291K 0.03% -202 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: 4,719 shares; 2024Q4: 4,309 shares; 2025Q1: 3,958 shares; 2025Q2: 3,498 shares; 2025Q3: 3,010 shares; 2025Q4: 2,743 shares; 2026Q1: 2,705 shares; 2026Q2: 2,669 shares 2,669 $285K 0.03% -36 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $283K 0.03% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 4,793 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,578 shares; 2025Q4: not reported; 2026Q1: 2,307 shares; 2026Q2: 2,307 shares 2,307 $271K 0.03% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,504 shares; 2025Q1: 1,451 shares; 2025Q2: 2,916 shares; 2025Q3: 3,667 shares; 2025Q4: 2,871 shares; 2026Q1: 1,834 shares; 2026Q2: 1,843 shares 1,843 $270K 0.03% +9 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 644 shares; 2026Q1: 1,280 shares; 2026Q2: 788 shares 788 $270K 0.03% -492 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,865 shares; 2026Q2: 2,871 shares 2,871 $268K 0.03% +6 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: 2,534 shares; 2025Q3: 2,543 shares; 2025Q4: 2,606 shares; 2026Q1: 2,544 shares; 2026Q2: 2,544 shares 2,544 $267K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,027 shares; 2024Q4: 3,527 shares; 2025Q1: 3,527 shares; 2025Q2: 3,527 shares; 2025Q3: 3,527 shares; 2025Q4: 3,407 shares; 2026Q1: 3,407 shares; 2026Q2: 3,245 shares 3,245 $266K 0.03% -162 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $263K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,443 shares 1,443 $247K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,476 shares; 2025Q3: 2,700 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $244K 0.03% 0 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,640 shares; 2026Q1: 4,734 shares; 2026Q2: 4,818 shares 4,818 $243K 0.03% +84 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares; 2026Q2: 1,662 shares 1,662 $240K 0.03% +5 Timeline STPZ 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: 8,169 shares; 2024Q4: 4,822 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,274 shares; 2025Q4: 4,275 shares; 2026Q1: 4,263 shares; 2026Q2: 4,304 shares 4,304 $230K 0.03% +41 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: not reported; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,713 shares; 2026Q1: 1,612 shares; 2026Q2: 1,613 shares 1,613 $222K 0.03% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 1,065 shares; 2026Q1: 1,203 shares; 2026Q2: 622 shares 622 $220K 0.03% -581 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,009 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 295 shares 295 $210K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $208K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $202K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $201K 0.02% new Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $116K 0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares; 2026Q2: 13,234 shares 13,234 $113K 0.01% +236 Timeline