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: 33,438 shares; 2024Q4: 33,667 shares; 2025Q1: 34,348 shares; 2025Q2: 33,705 shares; 2025Q3: 35,310 shares; 2025Q4: 35,654 shares; 2026Q1: 35,925 shares; 2026Q2: 33,300 shares 33,300 $24.9M 6.69% -2,625 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: 57,844 shares; 2024Q4: 60,256 shares; 2025Q1: 66,518 shares; 2025Q2: 61,603 shares; 2025Q3: 63,110 shares; 2025Q4: 62,970 shares; 2026Q1: 65,707 shares; 2026Q2: 66,777 shares 66,777 $14.2M 3.82% +1,070 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: 35,220 shares; 2024Q4: 37,746 shares; 2025Q1: 32,190 shares; 2025Q2: 34,417 shares; 2025Q3: 36,451 shares; 2025Q4: 38,329 shares; 2026Q1: 38,605 shares; 2026Q2: 41,217 shares 41,217 $12.4M 3.33% +2,612 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: 78,945 shares; 2024Q4: 78,596 shares; 2025Q1: 76,432 shares; 2025Q2: 88,969 shares; 2025Q3: 96,923 shares; 2025Q4: 102,468 shares; 2026Q1: 103,955 shares; 2026Q2: 107,296 shares 107,296 $10.4M 2.79% +3,341 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: 17,230 shares; 2024Q4: 17,043 shares; 2025Q1: 15,761 shares; 2025Q2: 16,106 shares; 2025Q3: 15,135 shares; 2025Q4: 43,375 shares; 2026Q1: 33,767 shares; 2026Q2: 34,299 shares 34,299 $9.93M 2.67% +532 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: 17,892 shares; 2024Q4: 17,827 shares; 2025Q1: 17,802 shares; 2025Q2: 16,511 shares; 2025Q3: 17,067 shares; 2025Q4: 23,944 shares; 2026Q1: 22,781 shares; 2026Q2: 23,195 shares 23,195 $8.65M 2.33% +414 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,460 shares; 2024Q4: 124,975 shares; 2025Q1: 127,642 shares; 2025Q2: 133,545 shares; 2025Q3: 144,631 shares; 2025Q4: 150,454 shares; 2026Q1: 157,470 shares; 2026Q2: 162,040 shares 162,040 $8.62M 2.32% +4,570 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,006 shares; 2024Q4: 98,143 shares; 2025Q1: 105,612 shares; 2025Q2: 116,009 shares; 2025Q3: 129,869 shares; 2025Q4: 144,548 shares; 2026Q1: 152,004 shares; 2026Q2: 158,883 shares 158,883 $8.33M 2.24% +6,879 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 23,873 shares; 2025Q1: 25,016 shares; 2025Q2: 25,214 shares; 2025Q3: 27,203 shares; 2025Q4: 33,026 shares; 2026Q1: 33,030 shares; 2026Q2: 29,977 shares 29,977 $7.66M 2.06% -3,053 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: 11,510 shares; 2024Q4: 11,652 shares; 2025Q1: 12,861 shares; 2025Q2: 10,051 shares; 2025Q3: 11,526 shares; 2025Q4: 20,890 shares; 2026Q1: 20,793 shares; 2026Q2: 20,850 shares 20,850 $7.45M 2% +57 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: 6,028 shares; 2024Q4: 6,087 shares; 2025Q1: 5,935 shares; 2025Q2: 5,923 shares; 2025Q3: 6,037 shares; 2025Q4: 7,171 shares; 2026Q1: 7,175 shares; 2026Q2: 7,142 shares 7,142 $7.22M 1.94% -33 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 1,939 shares; 2025Q3: 4,289 shares; 2025Q4: 29,415 shares; 2026Q1: 29,220 shares; 2026Q2: 29,260 shares 29,260 $6.92M 1.86% +40 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,189 shares; 2024Q4: 18,046 shares; 2025Q1: 17,927 shares; 2025Q2: 17,898 shares; 2025Q3: 18,316 shares; 2025Q4: 20,670 shares; 2026Q1: 20,504 shares; 2026Q2: 20,540 shares 20,540 $6.72M 1.81% +36 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: not reported; 2024Q4: not reported; 2025Q1: 2,668 shares; 2025Q2: 2,567 shares; 2025Q3: 2,918 shares; 2025Q4: 14,562 shares; 2026Q1: 14,424 shares; 2026Q2: 15,349 shares 15,349 $5.68M 1.53% +925 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: 44,126 shares; 2024Q4: 45,893 shares; 2025Q1: 47,502 shares; 2025Q2: 46,893 shares; 2025Q3: 44,192 shares; 2025Q4: 43,700 shares; 2026Q1: 43,192 shares; 2026Q2: 42,885 shares 42,885 $4.86M 1.31% -307 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 5,682 shares; 2025Q1: 5,792 shares; 2025Q2: 5,792 shares; 2025Q3: 5,800 shares; 2025Q4: 5,527 shares; 2026Q1: 5,660 shares; 2026Q2: 6,403 shares 6,403 $4.79M 1.29% +743 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: 16,031 shares; 2024Q4: 16,056 shares; 2025Q1: 16,227 shares; 2025Q2: 12,954 shares; 2025Q3: 14,573 shares; 2025Q4: 17,863 shares; 2026Q1: 19,198 shares; 2026Q2: 20,100 shares 20,100 $4.79M 1.29% +902 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,147 shares; 2024Q4: 10,711 shares; 2025Q1: 9,805 shares; 2025Q2: 9,314 shares; 2025Q3: 9,570 shares; 2025Q4: 18,170 shares; 2026Q1: 18,156 shares; 2026Q2: 18,458 shares 18,458 $4.69M 1.26% +302 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,043 shares; 2025Q2: 4,942 shares; 2025Q3: 4,717 shares; 2025Q4: 4,717 shares; 2026Q1: 4,719 shares; 2026Q2: 4,060 shares 4,060 $4.69M 1.26% -659 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: 7,294 shares; 2024Q4: 7,329 shares; 2025Q1: 7,657 shares; 2025Q2: 4,819 shares; 2025Q3: 5,310 shares; 2025Q4: 22,497 shares; 2026Q1: 21,590 shares; 2026Q2: 22,272 shares 22,272 $4.46M 1.2% +682 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: 217,216 shares; 2024Q4: 234,335 shares; 2025Q1: 242,579 shares; 2025Q2: 241,246 shares; 2025Q3: 244,378 shares; 2025Q4: 247,954 shares; 2026Q1: 247,198 shares; 2026Q2: 246,947 shares 246,947 $4.42M 1.19% -251 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 14,840 shares; 2025Q1: 16,972 shares; 2025Q2: 19,509 shares; 2025Q3: 49,926 shares; 2025Q4: 54,244 shares; 2026Q1: 93,094 shares; 2026Q2: 138,852 shares 138,852 $4.4M 1.18% +45,758 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 927 shares; 2025Q1: 973 shares; 2025Q2: 1,017 shares; 2025Q3: 1,267 shares; 2025Q4: 3,155 shares; 2026Q1: 3,249 shares; 2026Q2: 3,349 shares 3,349 $4.02M 1.08% +100 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,750 shares; 2024Q4: 166,230 shares; 2025Q1: 168,660 shares; 2025Q2: 193,320 shares; 2025Q3: 192,345 shares; 2025Q4: 192,045 shares; 2026Q1: 190,643 shares; 2026Q2: 191,659 shares 191,659 $3.76M 1.01% +1,016 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: 3,076 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 3,867 shares; 2026Q1: 3,544 shares; 2026Q2: 3,515 shares 3,515 $3.74M 1.01% -29 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: 5,086 shares; 2024Q4: 4,256 shares; 2025Q1: 4,533 shares; 2025Q2: 4,823 shares; 2025Q3: 5,730 shares; 2025Q4: 12,777 shares; 2026Q1: 13,279 shares; 2026Q2: 13,782 shares 13,782 $3.47M 0.93% +503 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,090 shares; 2024Q4: 119,170 shares; 2025Q1: 121,900 shares; 2025Q2: 161,155 shares; 2025Q3: 163,710 shares; 2025Q4: 163,710 shares; 2026Q1: 163,291 shares; 2026Q2: 164,663 shares 164,663 $3.35M 0.9% +1,372 Timeline FTSL 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: 69,733 shares; 2024Q4: 81,738 shares; 2025Q1: 83,364 shares; 2025Q2: 84,158 shares; 2025Q3: 83,755 shares; 2025Q4: 74,346 shares; 2026Q1: 73,204 shares; 2026Q2: 72,334 shares 72,334 $3.24M 0.87% -870 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: 3,994 shares; 2024Q4: 3,994 shares; 2025Q1: 13,194 shares; 2025Q2: 32,159 shares; 2025Q3: 30,435 shares; 2025Q4: 61,801 shares; 2026Q1: 59,233 shares; 2026Q2: 59,349 shares 59,349 $3.15M 0.85% +116 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,880 shares; 2025Q4: 55,710 shares; 2026Q1: 56,850 shares; 2026Q2: 58,305 shares 58,305 $3.1M 0.83% +1,455 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: 30,584 shares; 2024Q4: 33,054 shares; 2025Q1: 33,500 shares; 2025Q2: 36,434 shares; 2025Q3: 37,180 shares; 2025Q4: 20,098 shares; 2026Q1: 21,345 shares; 2026Q2: 31,632 shares 31,632 $3.05M 0.82% +10,287 Timeline SCHA 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: 38,182 shares; 2024Q4: 76,862 shares; 2025Q1: 77,102 shares; 2025Q2: 79,769 shares; 2025Q3: 79,895 shares; 2025Q4: 80,611 shares; 2026Q1: 80,640 shares; 2026Q2: 80,443 shares 80,443 $2.91M 0.78% -197 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 4,988 shares; 2025Q1: 7,009 shares; 2025Q2: 7,495 shares; 2025Q3: 7,836 shares; 2025Q4: 7,837 shares; 2026Q1: 8,493 shares; 2026Q2: 9,744 shares 9,744 $2.9M 0.78% +1,251 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,170 shares; 2025Q3: 150,655 shares; 2025Q4: 150,655 shares; 2026Q1: 151,230 shares; 2026Q2: 152,737 shares 152,737 $2.84M 0.76% +1,507 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: 20,060 shares; 2024Q4: 20,061 shares; 2025Q1: 20,856 shares; 2025Q2: 21,057 shares; 2025Q3: 21,308 shares; 2025Q4: 23,521 shares; 2026Q1: 23,625 shares; 2026Q2: 23,704 shares 23,704 $2.78M 0.75% +79 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: 5,556 shares; 2024Q4: 5,541 shares; 2025Q1: 5,555 shares; 2025Q2: 5,515 shares; 2025Q3: 5,709 shares; 2025Q4: 7,451 shares; 2026Q1: 7,694 shares; 2026Q2: 7,645 shares 7,645 $2.77M 0.74% -49 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,654 shares; 2025Q1: 3,056 shares; 2025Q2: 3,397 shares; 2025Q3: 3,518 shares; 2025Q4: 3,593 shares; 2026Q1: 3,689 shares; 2026Q2: 3,819 shares 3,819 $2.75M 0.74% +130 Timeline SCHX 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: 24,218 shares; 2024Q4: 74,037 shares; 2025Q1: 75,841 shares; 2025Q2: 76,179 shares; 2025Q3: 76,304 shares; 2025Q4: 78,497 shares; 2026Q1: 85,740 shares; 2026Q2: 90,217 shares 90,217 $2.65M 0.71% +4,477 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,286 shares; 2024Q4: 5,256 shares; 2025Q1: 5,086 shares; 2025Q2: 5,127 shares; 2025Q3: 5,222 shares; 2025Q4: 5,258 shares; 2026Q1: 5,300 shares; 2026Q2: 5,369 shares 5,369 $2.64M 0.71% +69 Timeline HYS 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: 26,402 shares; 2024Q4: 26,855 shares; 2025Q1: 26,988 shares; 2025Q2: 27,538 shares; 2025Q3: 28,125 shares; 2025Q4: 28,129 shares; 2026Q1: 28,150 shares; 2026Q2: 28,187 shares 28,187 $2.64M 0.71% +37 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: 20,290 shares; 2024Q4: 23,055 shares; 2025Q1: 27,192 shares; 2025Q2: 28,159 shares; 2025Q3: 28,579 shares; 2025Q4: 57,529 shares; 2026Q1: 57,459 shares; 2026Q2: 58,050 shares 58,050 $2.63M 0.71% +591 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: 7,072 shares; 2024Q4: 7,148 shares; 2025Q1: 7,334 shares; 2025Q2: 7,400 shares; 2025Q3: 7,303 shares; 2025Q4: 7,361 shares; 2026Q1: 7,366 shares; 2026Q2: 7,431 shares 7,431 $2.55M 0.69% +65 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: 58,213 shares; 2024Q4: 58,591 shares; 2025Q1: 58,867 shares; 2025Q2: 58,570 shares; 2025Q3: 58,322 shares; 2025Q4: 57,925 shares; 2026Q1: 57,776 shares; 2026Q2: 58,678 shares 58,678 $2.39M 0.64% +902 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,371 shares; 2024Q4: 16,257 shares; 2025Q1: 24,165 shares; 2025Q2: 24,470 shares; 2025Q3: 24,364 shares; 2025Q4: 24,721 shares; 2026Q1: 25,277 shares; 2026Q2: 25,797 shares 25,797 $2.38M 0.64% +520 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: 7,378 shares; 2024Q4: 7,354 shares; 2025Q1: 7,507 shares; 2025Q2: 7,357 shares; 2025Q3: 7,460 shares; 2025Q4: 15,987 shares; 2026Q1: 15,966 shares; 2026Q2: 15,938 shares 15,938 $2.34M 0.63% -28 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: 6,249 shares; 2024Q4: 6,173 shares; 2025Q1: 6,133 shares; 2025Q2: 6,172 shares; 2025Q3: 6,154 shares; 2025Q4: 6,392 shares; 2026Q1: 6,422 shares; 2026Q2: 6,374 shares 6,374 $2.25M 0.6% -48 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: 9,696 shares; 2024Q4: 9,696 shares; 2025Q1: 9,727 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares; 2025Q4: 21,040 shares; 2026Q1: 27,055 shares; 2026Q2: 27,234 shares 27,234 $2.21M 0.59% +179 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: 14,056 shares; 2024Q4: 13,369 shares; 2025Q1: 13,845 shares; 2025Q2: 13,595 shares; 2025Q3: 12,376 shares; 2025Q4: 16,131 shares; 2026Q1: 16,105 shares; 2026Q2: 16,302 shares 16,302 $2.21M 0.59% +197 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 3,542 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 5,386 shares; 2026Q1: 5,389 shares; 2026Q2: 5,369 shares 5,369 $2.2M 0.59% -20 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: 3,535 shares; 2024Q4: 3,595 shares; 2025Q1: 3,636 shares; 2025Q2: 3,636 shares; 2025Q3: 3,881 shares; 2025Q4: 6,143 shares; 2026Q1: 6,143 shares; 2026Q2: 6,193 shares 6,193 $2.19M 0.59% +50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,708 shares; 2024Q4: 54,737 shares; 2025Q1: 48,923 shares; 2025Q2: 48,182 shares; 2025Q3: 48,183 shares; 2025Q4: 46,384 shares; 2026Q1: 45,459 shares; 2026Q2: 45,386 shares 45,386 $2.16M 0.58% -73 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: 15,323 shares; 2024Q4: 15,130 shares; 2025Q1: 15,330 shares; 2025Q2: 15,080 shares; 2025Q3: 15,080 shares; 2025Q4: 14,780 shares; 2026Q1: 14,780 shares; 2026Q2: 14,730 shares 14,730 $2.15M 0.58% -50 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,514 shares; 2024Q4: 4,647 shares; 2025Q1: 4,925 shares; 2025Q2: 5,127 shares; 2025Q3: 5,220 shares; 2025Q4: 6,823 shares; 2026Q1: 6,831 shares; 2026Q2: 6,691 shares 6,691 $2.11M 0.57% -140 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 5,925 shares; 2025Q1: 6,557 shares; 2025Q2: 7,079 shares; 2025Q3: 6,960 shares; 2025Q4: 7,122 shares; 2026Q1: 7,346 shares; 2026Q2: 7,323 shares 7,323 $2.06M 0.55% -23 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: 14,082 shares; 2024Q4: 13,932 shares; 2025Q1: 14,754 shares; 2025Q2: 14,748 shares; 2025Q3: 15,109 shares; 2025Q4: 16,029 shares; 2026Q1: 15,075 shares; 2026Q2: 15,031 shares 15,031 $2.06M 0.55% -44 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: 10,151 shares; 2024Q4: 9,919 shares; 2025Q1: 9,944 shares; 2025Q2: 9,932 shares; 2025Q3: 9,938 shares; 2025Q4: 12,381 shares; 2026Q1: 12,426 shares; 2026Q2: 12,356 shares 12,356 $2.05M 0.55% -70 Timeline SCHF 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: 38,879 shares; 2024Q4: 76,693 shares; 2025Q1: 74,893 shares; 2025Q2: 74,805 shares; 2025Q3: 74,805 shares; 2025Q4: 75,459 shares; 2026Q1: 75,059 shares; 2026Q2: 73,677 shares 73,677 $2.04M 0.55% -1,382 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,405 shares; 2026Q2: 19,743 shares 19,743 $1.99M 0.53% +2,338 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,960 shares; 2026Q1: 83,515 shares; 2026Q2: 87,715 shares 87,715 $1.96M 0.53% +4,200 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: 34,350 shares; 2024Q4: 34,350 shares; 2025Q1: 34,720 shares; 2025Q2: 34,620 shares; 2025Q3: 33,171 shares; 2025Q4: 31,872 shares; 2026Q1: 34,653 shares; 2026Q2: 34,239 shares 34,239 $1.95M 0.52% -414 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,707 shares; 2026Q1: 30,432 shares; 2026Q2: 34,342 shares 34,342 $1.94M 0.52% +3,910 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: 8,363 shares; 2024Q4: 8,223 shares; 2025Q1: 8,544 shares; 2025Q2: 8,532 shares; 2025Q3: 8,714 shares; 2025Q4: 8,859 shares; 2026Q1: 8,889 shares; 2026Q2: 8,415 shares 8,415 $1.88M 0.5% -474 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 4,294 shares; 2025Q4: 4,323 shares; 2026Q1: 3,452 shares; 2026Q2: 2,424 shares 2,424 $1.78M 0.48% -1,028 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: 20,094 shares; 2024Q4: 20,094 shares; 2025Q1: 20,674 shares; 2025Q2: 21,974 shares; 2025Q3: 22,354 shares; 2025Q4: 22,615 shares; 2026Q1: 23,187 shares; 2026Q2: 23,201 shares 23,201 $1.73M 0.46% +14 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: 20,169 shares; 2024Q4: 18,734 shares; 2025Q1: 17,184 shares; 2025Q2: 14,174 shares; 2025Q3: 13,924 shares; 2025Q4: 12,914 shares; 2026Q1: 12,874 shares; 2026Q2: 12,214 shares 12,214 $1.71M 0.46% -660 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,807 shares; 2025Q2: 5,802 shares; 2025Q3: 5,802 shares; 2025Q4: 5,328 shares; 2026Q1: 5,329 shares; 2026Q2: 20,889 shares 20,889 $1.68M 0.45% +15,560 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 13,902 shares; 2026Q1: 13,562 shares; 2026Q2: 14,404 shares 14,404 $1.68M 0.45% +842 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,556 shares; 2024Q4: 12,562 shares; 2025Q1: 13,068 shares; 2025Q2: 13,119 shares; 2025Q3: 13,341 shares; 2025Q4: 13,292 shares; 2026Q1: 13,322 shares; 2026Q2: 13,229 shares 13,229 $1.63M 0.44% -93 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,236 shares; 2024Q4: 6,191 shares; 2025Q1: 6,236 shares; 2025Q2: 6,345 shares; 2025Q3: 6,161 shares; 2025Q4: 5,962 shares; 2026Q1: 5,918 shares; 2026Q2: 5,919 shares 5,919 $1.6M 0.43% +1 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: 21,406 shares; 2024Q4: 21,313 shares; 2025Q1: 21,491 shares; 2025Q2: 21,892 shares; 2025Q3: 22,552 shares; 2025Q4: 23,128 shares; 2026Q1: 25,369 shares; 2026Q2: 26,421 shares 26,421 $1.58M 0.42% +1,052 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073 shares; 2024Q4: 3,177 shares; 2025Q1: 3,447 shares; 2025Q2: 3,464 shares; 2025Q3: 3,579 shares; 2025Q4: 3,578 shares; 2026Q1: 3,611 shares; 2026Q2: 3,679 shares 3,679 $1.57M 0.42% +68 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,862 shares; 2024Q4: 18,982 shares; 2025Q1: 18,542 shares; 2025Q2: 1,996 shares; 2025Q3: 7,203 shares; 2025Q4: 8,763 shares; 2026Q1: 8,628 shares; 2026Q2: 8,463 shares 8,463 $1.57M 0.42% -165 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,803 shares; 2025Q2: 29,228 shares; 2025Q3: 23,192 shares; 2025Q4: 23,016 shares; 2026Q1: 23,691 shares; 2026Q2: 15,456 shares 15,456 $1.55M 0.42% -8,235 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,130 shares; 2025Q1: 2,244 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 3,110 shares; 2026Q1: 3,589 shares; 2026Q2: 4,086 shares 4,086 $1.53M 0.41% +497 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,590 shares; 2024Q4: 11,750 shares; 2025Q1: 11,944 shares; 2025Q2: 11,783 shares; 2025Q3: 10,593 shares; 2025Q4: 10,482 shares; 2026Q1: 10,397 shares; 2026Q2: 10,487 shares 10,487 $1.52M 0.41% +90 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,964 shares; 2026Q1: 2,132 shares; 2026Q2: 2,157 shares 2,157 $1.48M 0.4% +25 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: 393 shares; 2024Q4: 746 shares; 2025Q1: 1,063 shares; 2025Q2: 1,098 shares; 2025Q3: 543 shares; 2025Q4: 1,494 shares; 2026Q1: 1,532 shares; 2026Q2: 1,580 shares 1,580 $1.48M 0.4% +48 Timeline VOX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,127 shares; 2026Q1: 8,127 shares; 2026Q2: 8,027 shares 8,027 $1.48M 0.4% -100 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: 3,315 shares; 2024Q4: 3,316 shares; 2025Q1: 3,286 shares; 2025Q2: 3,678 shares; 2025Q3: 3,857 shares; 2025Q4: 3,839 shares; 2026Q1: 3,930 shares; 2026Q2: 4,329 shares 4,329 $1.46M 0.39% +399 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: 8,214 shares; 2024Q4: 8,214 shares; 2025Q1: 8,232 shares; 2025Q2: 7,764 shares; 2025Q3: 6,939 shares; 2025Q4: 10,664 shares; 2026Q1: 23,789 shares; 2026Q2: 25,285 shares 25,285 $1.46M 0.39% +1,496 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: 14,955 shares; 2024Q4: 15,106 shares; 2025Q1: 15,464 shares; 2025Q2: 15,600 shares; 2025Q3: 15,525 shares; 2025Q4: 15,446 shares; 2026Q1: 16,116 shares; 2026Q2: 16,292 shares 16,292 $1.43M 0.38% +176 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: 2,075 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 8,735 shares; 2026Q1: 8,715 shares; 2026Q2: 8,715 shares 8,715 $1.38M 0.37% 0 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: 15,190 shares; 2024Q4: 11,288 shares; 2025Q1: 11,288 shares; 2025Q2: 11,245 shares; 2025Q3: 11,230 shares; 2025Q4: 12,543 shares; 2026Q1: 14,616 shares; 2026Q2: 16,606 shares 16,606 $1.38M 0.37% +1,990 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,658 shares; 2025Q3: 2,553 shares; 2025Q4: 6,935 shares; 2026Q1: 6,973 shares; 2026Q2: 7,144 shares 7,144 $1.36M 0.37% +171 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: 12,208 shares; 2024Q4: 12,208 shares; 2025Q1: 12,208 shares; 2025Q2: 12,180 shares; 2025Q3: 12,180 shares; 2025Q4: 12,680 shares; 2026Q1: 12,903 shares; 2026Q2: 12,653 shares 12,653 $1.31M 0.35% -250 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: 11,157 shares; 2024Q4: 5,837 shares; 2025Q1: 5,857 shares; 2025Q2: 6,978 shares; 2025Q3: 6,518 shares; 2025Q4: 7,111 shares; 2026Q1: 4,816 shares; 2026Q2: 3,389 shares 3,389 $1.25M 0.34% -1,427 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,733 shares; 2025Q2: 1,733 shares; 2025Q3: 1,733 shares; 2025Q4: 3,833 shares; 2026Q1: 3,488 shares; 2026Q2: 3,493 shares 3,493 $1.2M 0.32% +5 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,430 shares; 2024Q4: 1,420 shares; 2025Q1: 1,307 shares; 2025Q2: 1,297 shares; 2025Q3: 1,337 shares; 2025Q4: 1,028 shares; 2026Q1: 1,004 shares; 2026Q2: 1,003 shares 1,003 $1.2M 0.32% -1 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,590 shares; 2026Q1: 27,800 shares; 2026Q2: 28,200 shares 28,200 $1.17M 0.32% +400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,408 shares; 2026Q2: 2,293 shares 2,293 $1.15M 0.31% -115 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares; 2026Q2: 4,064 shares 4,064 $1.1M 0.3% 0 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 reported; 2024Q4: not reported; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 909 shares; 2026Q2: 9,085 shares 9,085 $1.09M 0.29% +8,176 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: 5,168 shares; 2024Q4: 5,115 shares; 2025Q1: 5,407 shares; 2025Q2: 5,487 shares; 2025Q3: 5,487 shares; 2025Q4: 5,062 shares; 2026Q1: 4,945 shares; 2026Q2: 4,755 shares 4,755 $1.06M 0.29% -190 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: 3,697 shares; 2024Q4: 3,637 shares; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares; 2026Q2: 3,541 shares 3,541 $1.05M 0.28% -69 Timeline SCHC 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: 19,578 shares; 2024Q4: 19,778 shares; 2025Q1: 19,778 shares; 2025Q2: 20,278 shares; 2025Q3: 20,578 shares; 2025Q4: 20,978 shares; 2026Q1: 21,584 shares; 2026Q2: 21,584 shares 21,584 $1.04M 0.28% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 523 shares; 2026Q1: 658 shares; 2026Q2: 859 shares 859 $1.01M 0.27% +201 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,931 shares; 2024Q4: 7,626 shares; 2025Q1: 7,848 shares; 2025Q2: 7,755 shares; 2025Q3: 5,738 shares; 2025Q4: 13,258 shares; 2026Q1: 12,058 shares; 2026Q2: 10,742 shares 10,742 $975K 0.26% -1,316 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: 3,737 shares; 2024Q4: 3,928 shares; 2025Q1: 4,514 shares; 2025Q2: 5,064 shares; 2025Q3: 5,802 shares; 2025Q4: 8,832 shares; 2026Q1: 9,565 shares; 2026Q2: 10,849 shares 10,849 $975K 0.26% +1,284 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,471 shares; 2025Q1: 5,475 shares; 2025Q2: 8,999 shares; 2025Q3: 9,971 shares; 2025Q4: 9,834 shares; 2026Q1: 10,814 shares; 2026Q2: 12,351 shares 12,351 $952K 0.26% +1,537 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,876 shares; 2024Q4: 10,611 shares; 2025Q1: 10,360 shares; 2025Q2: 10,231 shares; 2025Q3: 10,231 shares; 2025Q4: 10,381 shares; 2026Q1: 10,451 shares; 2026Q2: 10,381 shares 10,381 $939K 0.25% -70 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: 17,301 shares; 2024Q4: 12,572 shares; 2025Q1: 12,061 shares; 2025Q2: 10,861 shares; 2025Q3: not reported; 2025Q4: 9,851 shares; 2026Q1: 9,451 shares; 2026Q2: 38,006 shares 38,006 $915K 0.25% +28,555 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: 1,974 shares; 2024Q4: 1,919 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,819 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares; 2026Q2: 1,769 shares 1,769 $901K 0.24% -50 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,618 shares; 2025Q4: 7,447 shares; 2026Q1: 7,761 shares; 2026Q2: 8,606 shares 8,606 $896K 0.24% +845 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: 9,480 shares; 2024Q4: 9,476 shares; 2025Q1: 10,163 shares; 2025Q2: 10,738 shares; 2025Q3: 10,738 shares; 2025Q4: 10,738 shares; 2026Q1: 10,838 shares; 2026Q2: 10,738 shares 10,738 $887K 0.24% -100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,820 shares; 2024Q4: 15,694 shares; 2025Q1: 15,466 shares; 2025Q2: 15,468 shares; 2025Q3: 15,325 shares; 2025Q4: 14,687 shares; 2026Q1: 14,651 shares; 2026Q2: 14,344 shares 14,344 $830K 0.22% -307 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,200 shares; 2026Q1: 3,215 shares; 2026Q2: 3,215 shares 3,215 $811K 0.22% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,082 shares; 2024Q4: 7,997 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,969 shares; 2026Q1: 6,299 shares; 2026Q2: 6,310 shares 6,310 $811K 0.22% +11 Timeline SCHE 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: 22,965 shares; 2024Q4: 22,706 shares; 2025Q1: 22,456 shares; 2025Q2: 22,457 shares; 2025Q3: 21,957 shares; 2025Q4: 21,998 shares; 2026Q1: 22,497 shares; 2026Q2: 21,652 shares 21,652 $785K 0.21% -845 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,885 shares; 2024Q4: 109,230 shares; 2025Q1: 113,485 shares; 2025Q2: 141,285 shares; 2025Q3: 139,045 shares; 2025Q4: 137,545 shares; 2026Q1: 95,595 shares; 2026Q2: 39,775 shares 39,775 $777K 0.21% -55,820 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 4,039 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 3,739 shares; 2026Q1: 4,844 shares; 2026Q2: 5,465 shares 5,465 $765K 0.21% +621 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,330 shares; 2026Q1: 7,980 shares; 2026Q2: 8,150 shares 8,150 $729K 0.2% +170 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: 7,700 shares; 2024Q4: 22,799 shares; 2025Q1: 22,836 shares; 2025Q2: 21,825 shares; 2025Q3: 21,789 shares; 2025Q4: 21,592 shares; 2026Q1: 21,202 shares; 2026Q2: 19,604 shares 19,604 $723K 0.19% -1,598 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: 10,881 shares; 2024Q4: 10,881 shares; 2025Q1: 10,881 shares; 2025Q2: 10,631 shares; 2025Q3: 12,410 shares; 2025Q4: 12,410 shares; 2026Q1: 12,410 shares; 2026Q2: 12,410 shares 12,410 $715K 0.19% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,950 shares; 2024Q4: 96,995 shares; 2025Q1: 70,743 shares; 2025Q2: 69,829 shares; 2025Q3: 56,909 shares; 2025Q4: 40,409 shares; 2026Q1: 39,820 shares; 2026Q2: 40,133 shares 40,133 $712K 0.19% +313 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,390 shares; 2026Q2: 9,790 shares 9,790 $686K 0.18% -1,600 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,622 shares; 2025Q3: 2,622 shares; 2025Q4: 2,622 shares; 2026Q1: 2,682 shares; 2026Q2: 2,652 shares 2,652 $678K 0.18% -30 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,593 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares; 2026Q1: 1,836 shares; 2026Q2: 1,951 shares 1,951 $665K 0.18% +115 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: 5,048 shares; 2024Q4: 4,869 shares; 2025Q1: 4,869 shares; 2025Q2: 5,319 shares; 2025Q3: 5,161 shares; 2025Q4: 5,161 shares; 2026Q1: 5,188 shares; 2026Q2: 5,222 shares 5,222 $661K 0.18% +34 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $646K 0.17% 0 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: 15,270 shares; 2024Q4: 15,270 shares; 2025Q1: 14,870 shares; 2025Q2: 14,870 shares; 2025Q3: 14,870 shares; 2025Q4: 14,670 shares; 2026Q1: 14,670 shares; 2026Q2: 14,670 shares 14,670 $638K 0.17% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,554 shares; 2026Q1: 4,610 shares; 2026Q2: 4,610 shares 4,610 $634K 0.17% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $626K 0.17% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 4,129 shares; 2025Q1: 4,531 shares; 2025Q2: 4,535 shares; 2025Q3: 4,539 shares; 2025Q4: 4,342 shares; 2026Q1: 4,496 shares; 2026Q2: 4,891 shares 4,891 $618K 0.17% +395 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 4,923 shares 4,923 $611K 0.16% +3,693 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: 2,993 shares; 2024Q4: 11,983 shares; 2025Q1: 18,216 shares; 2025Q2: 18,226 shares; 2025Q3: 18,236 shares; 2025Q4: 17,846 shares; 2026Q1: 17,868 shares; 2026Q2: 17,885 shares 17,885 $605K 0.16% +17 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,675 shares; 2026Q1: 10,175 shares; 2026Q2: 10,772 shares 10,772 $600K 0.16% +597 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: 960 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $587K 0.16% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $586K 0.16% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,012 shares; 2025Q3: 2,052 shares; 2025Q4: 2,335 shares; 2026Q1: 2,110 shares; 2026Q2: 1,526 shares 1,526 $576K 0.15% -584 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 1,805 shares; 2026Q1: 1,755 shares; 2026Q2: 878 shares 878 $576K 0.15% -877 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,235 shares; 2025Q1: 5,135 shares; 2025Q2: 5,049 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares; 2026Q1: 4,939 shares; 2026Q2: 5,338 shares 5,338 $555K 0.15% +399 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: 9,630 shares; 2024Q4: 9,630 shares; 2025Q1: 9,630 shares; 2025Q2: 9,630 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares; 2026Q2: 9,630 shares 9,630 $544K 0.15% 0 Timeline COPX 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: not reported; 2026Q2: 6,910 shares 6,910 $532K 0.14% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 5,198 shares; 2025Q1: 6,051 shares; 2025Q2: 7,120 shares; 2025Q3: 7,124 shares; 2025Q4: 7,147 shares; 2026Q1: 6,903 shares; 2026Q2: 7,060 shares 7,060 $526K 0.14% +157 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,915 shares; 2026Q1: 5,015 shares; 2026Q2: 5,015 shares 5,015 $512K 0.14% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,466 shares; 2024Q4: 16,056 shares; 2025Q1: 13,434 shares; 2025Q2: 13,284 shares; 2025Q3: 13,228 shares; 2025Q4: 13,222 shares; 2026Q1: 12,128 shares; 2026Q2: 11,449 shares 11,449 $494K 0.13% -679 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,313 shares; 2024Q4: 38,787 shares; 2025Q1: 38,087 shares; 2025Q2: 33,885 shares; 2025Q3: 32,921 shares; 2025Q4: 22,762 shares; 2026Q1: 22,642 shares; 2026Q2: 22,047 shares 22,047 $493K 0.13% -595 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: 2,951 shares; 2025Q4: 3,166 shares; 2026Q1: not reported; 2026Q2: 808 shares 808 $469K 0.13% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,504 shares; 2025Q1: 1,495 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,388 shares; 2026Q1: 1,388 shares; 2026Q2: 1,388 shares 1,388 $458K 0.12% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $445K 0.12% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,098 shares; 2026Q1: 3,397 shares; 2026Q2: 3,922 shares 3,922 $438K 0.12% +525 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares; 2026Q2: 7,115 shares 7,115 $437K 0.12% +1,800 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: 2,138 shares; 2024Q4: 2,139 shares; 2025Q1: 3,894 shares; 2025Q2: 3,688 shares; 2025Q3: 2,428 shares; 2025Q4: 2,929 shares; 2026Q1: 5,269 shares; 2026Q2: 2,669 shares 2,669 $423K 0.11% -2,600 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,296 shares; 2024Q4: 21,296 shares; 2025Q1: 21,296 shares; 2025Q2: 21,296 shares; 2025Q3: 20,796 shares; 2025Q4: 20,346 shares; 2026Q1: 20,146 shares; 2026Q2: 18,446 shares 18,446 $412K 0.11% -1,700 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,168 shares; 2024Q4: 7,203 shares; 2025Q1: 8,700 shares; 2025Q2: 10,474 shares; 2025Q3: 11,214 shares; 2025Q4: 11,694 shares; 2026Q1: 11,129 shares; 2026Q2: 9,557 shares 9,557 $408K 0.11% -1,572 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,408 shares; 2026Q1: 5,408 shares; 2026Q2: 5,408 shares 5,408 $408K 0.11% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 3,675 shares 3,675 $405K 0.11% +975 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: 7,233 shares; 2024Q4: 7,233 shares; 2025Q1: 7,233 shares; 2025Q2: 7,104 shares; 2025Q3: 7,183 shares; 2025Q4: 7,208 shares; 2026Q1: 7,923 shares; 2026Q2: 7,458 shares 7,458 $400K 0.11% -465 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: not reported; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,805 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $397K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,090 shares; 2026Q1: 7,370 shares; 2026Q2: 7,370 shares 7,370 $396K 0.11% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares 2,638 $386K 0.1% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 4,117 shares; 2025Q1: 4,083 shares; 2025Q2: 4,034 shares; 2025Q3: 3,989 shares; 2025Q4: 6,659 shares; 2026Q1: 6,534 shares; 2026Q2: 4,889 shares 4,889 $382K 0.1% -1,645 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: 1,434 shares; 2024Q4: 1,523 shares; 2025Q1: 1,436 shares; 2025Q2: not reported; 2025Q3: 431 shares; 2025Q4: 1,046 shares; 2026Q1: 982 shares; 2026Q2: 661 shares 661 $372K 0.1% -321 Timeline VIGI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,063 shares; 2026Q1: 3,653 shares; 2026Q2: 3,917 shares 3,917 $366K 0.1% +264 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800 $364K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,794 shares; 2025Q3: 9,719 shares; 2025Q4: 13,034 shares; 2026Q1: 6,454 shares; 2026Q2: 6,609 shares 6,609 $353K 0.09% +155 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,519 shares; 2026Q1: 1,541 shares; 2026Q2: 1,541 shares 1,541 $350K 0.09% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 2,050 shares 2,050 $332K 0.09% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,945 shares; 2025Q1: 2,831 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $326K 0.09% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,672 shares; 2026Q1: 4,502 shares; 2026Q2: 4,502 shares 4,502 $325K 0.09% 0 Timeline GMOV GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,100 shares; 2026Q1: 10,875 shares; 2026Q2: 10,875 shares 10,875 $324K 0.09% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,591 shares; 2026Q1: 2,591 shares; 2026Q2: 2,624 shares 2,624 $309K 0.08% +33 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $307K 0.08% 0 Timeline GMOI GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,580 shares; 2026Q1: 10,705 shares; 2026Q2: 8,080 shares 8,080 $303K 0.08% -2,625 Timeline SCHV 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: 3,035 shares; 2024Q4: 9,114 shares; 2025Q1: 9,822 shares; 2025Q2: 9,380 shares; 2025Q3: 9,237 shares; 2025Q4: 8,946 shares; 2026Q1: 8,953 shares; 2026Q2: 8,659 shares 8,659 $301K 0.08% -294 Timeline URA 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: 6,700 shares; 2025Q4: 7,580 shares; 2026Q1: 6,955 shares; 2026Q2: 6,820 shares 6,820 $298K 0.08% -135 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 706 shares; 2025Q3: 699 shares; 2025Q4: 749 shares; 2026Q1: 764 shares; 2026Q2: 750 shares 750 $292K 0.08% -14 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,650 shares; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 5,500 shares 5,500 $288K 0.08% -150 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC 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: 805 shares 805 $285K 0.08% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $284K 0.08% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS 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: 4,145 shares 4,145 $281K 0.08% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,878 shares 1,878 $279K 0.08% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,881 shares 1,881 $272K 0.07% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,600 shares 1,600 $254K 0.07% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $251K 0.07% 0 Timeline CBT CABOT CORP More: the full row for CABOT 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: 2,750 shares 2,750 $250K 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,838 shares; 2025Q1: 2,938 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 2,432 shares 2,432 $234K 0.06% -125 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,578 shares 4,578 $232K 0.06% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850 $231K 0.06% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 453 shares 453 $227K 0.06% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $224K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $223K 0.06% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $221K 0.06% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,020 shares; 2024Q4: 4,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 739 shares 739 $216K 0.06% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 689 shares 689 $209K 0.06% new Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $204K 0.05% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $201K 0.05% 0 Timeline