IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 240,052 shares; 2025Q1: 222,465 shares; 2025Q2: 222,300 shares; 2025Q3: 213,322 shares; 2025Q4: 238,284 shares; 2026Q1: 238,125 shares; 2026Q2: 246,172 shares 246,172 $61.8M 9.15% +8,047 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 loaded; 2024Q4: 26,807 shares; 2025Q1: 56,466 shares; 2025Q2: 59,117 shares; 2025Q3: 60,855 shares; 2025Q4: 66,339 shares; 2026Q1: 62,660 shares; 2026Q2: 63,587 shares 63,587 $43.7M 6.46% +927 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: not loaded; 2024Q4: 51,670 shares; 2025Q1: 50,215 shares; 2025Q2: 48,204 shares; 2025Q3: 46,672 shares; 2025Q4: 53,703 shares; 2026Q1: 51,232 shares; 2026Q2: 53,317 shares 53,317 $39.9M 5.9% +2,085 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81,452 shares; 2025Q2: 81,745 shares; 2025Q3: 82,597 shares; 2025Q4: 91,693 shares; 2026Q1: 97,388 shares; 2026Q2: 89,343 shares 89,343 $27.1M 4.01% -8,045 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111,115 shares; 2025Q1: 106,645 shares; 2025Q2: 172,015 shares; 2025Q3: 165,245 shares; 2025Q4: 175,380 shares; 2026Q1: 373,089 shares; 2026Q2: 387,507 shares 387,507 $26.5M 3.92% +14,418 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 154,187 shares; 2025Q2: 155,401 shares; 2025Q3: 160,696 shares; 2025Q4: 182,893 shares; 2026Q1: 198,206 shares; 2026Q2: 201,381 shares 201,381 $25.7M 3.81% +3,175 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,933 shares; 2025Q1: 8,536 shares; 2025Q2: 16,153 shares; 2025Q3: 16,322 shares; 2025Q4: 16,891 shares; 2026Q1: 25,120 shares; 2026Q2: 147,000 shares 147,000 $17.7M 2.62% +121,880 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: not loaded; 2024Q4: 38,444 shares; 2025Q1: 34,726 shares; 2025Q2: 41,306 shares; 2025Q3: 56,891 shares; 2025Q4: 61,424 shares; 2026Q1: 48,795 shares; 2026Q2: 61,151 shares 61,151 $17.2M 2.55% +12,356 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: not loaded; 2024Q4: 278,256 shares; 2025Q1: 154,057 shares; 2025Q2: 136,082 shares; 2025Q3: 128,495 shares; 2025Q4: 143,667 shares; 2026Q1: 147,016 shares; 2026Q2: 149,304 shares 149,304 $16.4M 2.43% +2,288 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: not loaded; 2024Q4: not reported; 2025Q1: 102,024 shares; 2025Q2: 114,091 shares; 2025Q3: 110,766 shares; 2025Q4: 124,850 shares; 2026Q1: 124,498 shares; 2026Q2: 128,198 shares 128,198 $12.4M 1.83% +3,700 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,917 shares; 2025Q1: 37,306 shares; 2025Q2: 36,828 shares; 2025Q3: 35,378 shares; 2025Q4: 40,029 shares; 2026Q1: 39,913 shares; 2026Q2: 40,787 shares 40,787 $12.2M 1.8% +874 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,163 shares; 2025Q1: 6,093 shares; 2025Q2: 8,649 shares; 2025Q3: 8,889 shares; 2025Q4: 9,530 shares; 2026Q1: 15,082 shares; 2026Q2: 15,593 shares 15,593 $11.6M 1.72% +511 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: not loaded; 2024Q4: 73,616 shares; 2025Q1: 71,214 shares; 2025Q2: 73,197 shares; 2025Q3: 68,043 shares; 2025Q4: 70,750 shares; 2026Q1: 72,813 shares; 2026Q2: 72,780 shares 72,780 $11.5M 1.7% -33 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,950 shares; 2025Q1: 37,072 shares; 2025Q2: 203,783 shares; 2025Q3: 200,702 shares; 2025Q4: 213,047 shares; 2026Q1: 198,262 shares; 2026Q2: 198,228 shares 198,228 $11.4M 1.69% -34 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: not loaded; 2024Q4: 56,063 shares; 2025Q1: 45,340 shares; 2025Q2: 54,382 shares; 2025Q3: 50,788 shares; 2025Q4: 51,762 shares; 2026Q1: 52,728 shares; 2026Q2: 53,336 shares 53,336 $11.3M 1.68% +608 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,068 shares; 2025Q1: 22,044 shares; 2025Q2: 20,717 shares; 2025Q3: 31,435 shares; 2025Q4: 33,373 shares; 2026Q1: 22,660 shares; 2026Q2: 29,740 shares 29,740 $10.3M 1.52% +7,080 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,200 shares; 2025Q1: 25,215 shares; 2025Q2: 31,793 shares; 2025Q3: 48,584 shares; 2025Q4: 50,148 shares; 2026Q1: 38,528 shares; 2026Q2: 52,680 shares 52,680 $10.2M 1.51% +14,152 Timeline XMMO 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 loaded; 2024Q4: 58,757 shares; 2025Q1: 58,481 shares; 2025Q2: 59,193 shares; 2025Q3: 54,763 shares; 2025Q4: 56,782 shares; 2026Q1: 58,431 shares; 2026Q2: 59,242 shares 59,242 $10.1M 1.49% +811 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,726 shares; 2025Q1: 16,831 shares; 2025Q2: 17,568 shares; 2025Q3: 23,589 shares; 2025Q4: 24,468 shares; 2026Q1: 19,813 shares; 2026Q2: 24,770 shares 24,770 $9.68M 1.43% +4,957 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: not loaded; 2024Q4: 23,208 shares; 2025Q1: 65,785 shares; 2025Q2: 97,625 shares; 2025Q3: 97,905 shares; 2025Q4: 113,141 shares; 2026Q1: 112,087 shares; 2026Q2: 113,600 shares 113,600 $8.76M 1.3% +1,513 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 124,253 shares; 2025Q1: 64,124 shares; 2025Q2: 55,165 shares; 2025Q3: 51,835 shares; 2025Q4: 53,816 shares; 2026Q1: 57,543 shares; 2026Q2: 58,894 shares 58,894 $8.73M 1.29% +1,351 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,890 shares; 2025Q1: 48,090 shares; 2025Q2: 48,636 shares; 2025Q3: 44,618 shares; 2025Q4: 47,143 shares; 2026Q1: 48,044 shares; 2026Q2: 50,505 shares 50,505 $8.25M 1.22% +2,461 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 123,184 shares; 2025Q2: 128,740 shares; 2025Q3: 143,768 shares; 2025Q4: 149,784 shares; 2026Q1: 164,321 shares; 2026Q2: 169,600 shares 169,600 $7.95M 1.18% +5,279 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 502,070 shares; 2025Q1: 142,214 shares; 2025Q2: 212,495 shares; 2025Q3: 201,331 shares; 2025Q4: 223,504 shares; 2026Q1: 254,086 shares; 2026Q2: 268,027 shares 268,027 $7.47M 1.11% +13,941 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,177 shares; 2025Q1: 15,548 shares; 2025Q2: 17,942 shares; 2025Q3: 28,047 shares; 2025Q4: 32,964 shares; 2026Q1: 22,848 shares; 2026Q2: 30,310 shares 30,310 $7.17M 1.06% +7,462 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 loaded; 2024Q4: 12,479 shares; 2025Q1: 103,077 shares; 2025Q2: 106,158 shares; 2025Q3: 116,147 shares; 2025Q4: 121,457 shares; 2026Q1: 137,888 shares; 2026Q2: 141,635 shares 141,635 $7.16M 1.06% +3,747 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,068 shares; 2025Q1: 61,252 shares; 2025Q2: 65,574 shares; 2025Q3: 60,625 shares; 2025Q4: 62,715 shares; 2026Q1: 63,987 shares; 2026Q2: 63,959 shares 63,959 $6.54M 0.97% -28 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,081 shares; 2025Q1: 48,166 shares; 2025Q2: 48,559 shares; 2025Q3: 45,112 shares; 2025Q4: 47,207 shares; 2026Q1: 47,595 shares; 2026Q2: 47,899 shares 47,899 $6.32M 0.94% +304 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: not loaded; 2024Q4: 124,942 shares; 2025Q1: 26,575 shares; 2025Q2: 42,461 shares; 2025Q3: 36,552 shares; 2025Q4: 41,611 shares; 2026Q1: 47,281 shares; 2026Q2: 58,268 shares 58,268 $6.05M 0.9% +10,987 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,194 shares; 2025Q1: 16,402 shares; 2025Q2: 14,984 shares; 2025Q3: 19,004 shares; 2025Q4: 18,029 shares; 2026Q1: 14,752 shares; 2026Q2: 18,422 shares 18,422 $5.94M 0.88% +3,670 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 loaded; 2024Q4: 40,748 shares; 2025Q1: 9,116 shares; 2025Q2: 12,101 shares; 2025Q3: 12,695 shares; 2025Q4: 13,983 shares; 2026Q1: 15,490 shares; 2026Q2: 15,406 shares 15,406 $5.7M 0.84% -84 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,057 shares; 2025Q1: 13,275 shares; 2025Q2: 11,644 shares; 2025Q3: 11,220 shares; 2025Q4: 22,070 shares; 2026Q1: 23,715 shares; 2026Q2: 28,572 shares 28,572 $5.41M 0.8% +4,857 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,506 shares; 2025Q3: 52,656 shares; 2025Q4: 54,144 shares; 2026Q1: 55,376 shares; 2026Q2: 55,769 shares 55,769 $5.32M 0.79% +393 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,235 shares; 2025Q1: 6,972 shares; 2025Q2: 7,893 shares; 2025Q3: 9,467 shares; 2025Q4: 11,944 shares; 2026Q1: 10,331 shares; 2026Q2: 11,836 shares 11,836 $4.98M 0.74% +1,505 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,164 shares; 2025Q1: 35,572 shares; 2025Q2: 36,003 shares; 2025Q3: 32,781 shares; 2025Q4: 34,997 shares; 2026Q1: 35,516 shares; 2026Q2: 37,075 shares 37,075 $4.83M 0.71% +1,559 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130,330 shares; 2025Q2: 138,274 shares; 2025Q3: 153,160 shares; 2025Q4: 159,618 shares; 2026Q1: 177,937 shares; 2026Q2: 180,147 shares 180,147 $4.73M 0.7% +2,210 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,198 shares; 2025Q1: 16,191 shares; 2025Q2: 16,222 shares; 2025Q3: 20,921 shares; 2025Q4: 20,671 shares; 2026Q1: 15,333 shares; 2026Q2: 20,050 shares 20,050 $4.56M 0.67% +4,717 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 297,019 shares; 2025Q1: 55,038 shares; 2025Q2: 42,328 shares; 2025Q3: 64,468 shares; 2025Q4: 70,176 shares; 2026Q1: 72,664 shares; 2026Q2: 95,121 shares 95,121 $4.49M 0.66% +22,457 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,702 shares; 2025Q1: 6,089 shares; 2025Q2: 7,374 shares; 2025Q3: 11,069 shares; 2025Q4: 11,313 shares; 2026Q1: 9,675 shares; 2026Q2: 12,658 shares 12,658 $4.41M 0.65% +2,983 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: not loaded; 2024Q4: 52,608 shares; 2025Q1: 53,098 shares; 2025Q2: 52,467 shares; 2025Q3: 47,398 shares; 2025Q4: 48,539 shares; 2026Q1: 50,163 shares; 2026Q2: 50,413 shares 50,413 $4.31M 0.64% +250 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,159 shares; 2025Q2: 45,021 shares; 2025Q3: 47,408 shares; 2025Q4: 51,619 shares; 2026Q1: 52,887 shares; 2026Q2: 54,691 shares 54,691 $4.27M 0.63% +1,804 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: not loaded; 2024Q4: 7,577 shares; 2025Q1: 5,735 shares; 2025Q2: 12,275 shares; 2025Q3: 12,142 shares; 2025Q4: 13,380 shares; 2026Q1: 13,307 shares; 2026Q2: 13,249 shares 13,249 $4.02M 0.59% -58 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,898 shares; 2025Q1: 30,532 shares; 2025Q2: 29,913 shares; 2025Q3: 26,345 shares; 2025Q4: 31,299 shares; 2026Q1: 31,301 shares; 2026Q2: 31,306 shares 31,306 $3.02M 0.45% +5 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286,769 shares; 2025Q1: 54,061 shares; 2025Q2: 41,756 shares; 2025Q3: 42,118 shares; 2025Q4: 48,263 shares; 2026Q1: 63,252 shares; 2026Q2: 60,674 shares 60,674 $2.98M 0.44% -2,578 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,063 shares; 2025Q1: 29,667 shares; 2025Q2: 38,220 shares; 2025Q3: 38,052 shares; 2025Q4: 46,873 shares; 2026Q1: 47,916 shares; 2026Q2: 49,548 shares 49,548 $2.96M 0.44% +1,632 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,017 shares; 2025Q1: 24,549 shares; 2025Q2: 31,791 shares; 2025Q3: 31,121 shares; 2025Q4: 37,242 shares; 2026Q1: 37,196 shares; 2026Q2: 39,655 shares 39,655 $2.83M 0.42% +2,459 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,827 shares; 2025Q1: 2,800 shares; 2025Q2: 4,004 shares; 2025Q3: 7,053 shares; 2025Q4: 7,354 shares; 2026Q1: 5,185 shares; 2026Q2: 7,644 shares 7,644 $2.77M 0.41% +2,459 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 139,433 shares; 2025Q1: 136,778 shares; 2025Q2: 137,837 shares; 2025Q3: 124,855 shares; 2025Q4: 126,295 shares; 2026Q1: 57,192 shares; 2026Q2: 56,935 shares 56,935 $2.74M 0.41% -257 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,405 shares; 2025Q1: 9,399 shares; 2025Q2: 9,376 shares; 2025Q3: 17,161 shares; 2025Q4: 16,394 shares; 2026Q1: 7,647 shares; 2026Q2: 13,807 shares 13,807 $2.67M 0.4% +6,160 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,505 shares; 2025Q1: 3,399 shares; 2025Q2: 5,686 shares; 2025Q3: 4,900 shares; 2025Q4: 5,117 shares; 2026Q1: 5,343 shares; 2026Q2: 30,857 shares 30,857 $2.66M 0.39% +25,514 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 76,407 shares; 2025Q2: 14,582 shares; 2025Q3: 23,621 shares; 2025Q4: 26,793 shares; 2026Q1: 37,506 shares; 2026Q2: 34,577 shares 34,577 $2.63M 0.39% -2,929 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,222 shares; 2025Q1: 2,371 shares; 2025Q2: 2,689 shares; 2025Q3: 4,337 shares; 2025Q4: 4,525 shares; 2026Q1: 3,065 shares; 2026Q2: 4,367 shares 4,367 $2.52M 0.37% +1,302 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,214 shares; 2025Q1: 3,202 shares; 2025Q2: 3,212 shares; 2025Q3: 3,710 shares; 2025Q4: 4,155 shares; 2026Q1: 3,888 shares; 2026Q2: 5,044 shares 5,044 $2.51M 0.37% +1,156 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,222 shares; 2025Q1: 4,222 shares; 2025Q2: 9,213 shares; 2025Q3: 7,468 shares; 2025Q4: 7,468 shares; 2026Q1: 9,951 shares; 2026Q2: 14,936 shares 14,936 $2.33M 0.35% +4,985 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.33% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,031 shares; 2025Q1: 73,052 shares; 2025Q2: 66,604 shares; 2025Q3: 58,607 shares; 2025Q4: 60,660 shares; 2026Q1: 63,305 shares; 2026Q2: 63,093 shares 63,093 $2.18M 0.32% -212 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 loaded; 2024Q4: 7,623 shares; 2025Q1: 7,214 shares; 2025Q2: 9,706 shares; 2025Q3: 9,205 shares; 2025Q4: 9,831 shares; 2026Q1: 8,849 shares; 2026Q2: 9,121 shares 9,121 $1.99M 0.29% +272 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,038 shares; 2025Q1: 6,036 shares; 2025Q2: 5,976 shares; 2025Q3: 5,441 shares; 2025Q4: 8,634 shares; 2026Q1: 8,753 shares; 2026Q2: 8,899 shares 8,899 $1.97M 0.29% +146 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,105 shares; 2025Q2: 41,448 shares; 2025Q3: 45,109 shares; 2025Q4: 46,961 shares; 2026Q1: 52,118 shares; 2026Q2: 53,111 shares 53,111 $1.97M 0.29% +993 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,157 shares; 2025Q1: 911 shares; 2025Q2: 1,156 shares; 2025Q3: 1,335 shares; 2025Q4: 1,466 shares; 2026Q1: 1,288 shares; 2026Q2: 1,477 shares 1,477 $1.95M 0.29% +189 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,423 shares; 2025Q1: 13,809 shares; 2025Q2: 11,669 shares; 2025Q3: 11,683 shares; 2025Q4: 11,689 shares; 2026Q1: 15,416 shares; 2026Q2: 22,590 shares 22,590 $1.83M 0.27% +7,174 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: not loaded; 2024Q4: 764 shares; 2025Q1: 771 shares; 2025Q2: 754 shares; 2025Q3: 1,467 shares; 2025Q4: 1,546 shares; 2026Q1: 1,145 shares; 2026Q2: 1,579 shares 1,579 $1.82M 0.27% +434 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 1,233 shares; 2025Q2: 1,565 shares; 2025Q3: 1,683 shares; 2025Q4: 1,841 shares; 2026Q1: 1,633 shares; 2026Q2: 1,917 shares 1,917 $1.8M 0.27% +284 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,799 shares; 2025Q1: 71,695 shares; 2025Q2: 71,695 shares; 2025Q3: 71,695 shares; 2025Q4: 71,695 shares; 2026Q1: 94,749 shares; 2026Q2: 122,749 shares 122,749 $1.79M 0.27% +28,000 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,376 shares; 2025Q1: 17,989 shares; 2025Q2: 12,932 shares; 2025Q3: 13,136 shares; 2025Q4: 16,274 shares; 2026Q1: 16,087 shares; 2026Q2: 64,780 shares 64,780 $1.78M 0.26% +48,693 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 loaded; 2024Q4: 3,874 shares; 2025Q1: 3,198 shares; 2025Q2: 4,601 shares; 2025Q3: 5,731 shares; 2025Q4: 5,745 shares; 2026Q1: 4,811 shares; 2026Q2: 3,628 shares 3,628 $1.75M 0.26% -1,183 Timeline OMFL 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 loaded; 2024Q4: 28,741 shares; 2025Q1: 20,301 shares; 2025Q2: 26,391 shares; 2025Q3: 26,713 shares; 2025Q4: 27,760 shares; 2026Q1: 23,376 shares; 2026Q2: 24,054 shares 24,054 $1.65M 0.24% +678 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,221 shares; 2025Q2: 1,902 shares; 2025Q3: 1,892 shares; 2025Q4: 2,032 shares; 2026Q1: 2,146 shares; 2026Q2: 2,170 shares 2,170 $1.6M 0.24% +24 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 loaded; 2024Q4: 22,853 shares; 2025Q1: 16,304 shares; 2025Q2: 17,191 shares; 2025Q3: 12,808 shares; 2025Q4: 12,770 shares; 2026Q1: 12,389 shares; 2026Q2: 13,243 shares 13,243 $1.59M 0.24% +854 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 33,576 shares; 2025Q2: 37,582 shares; 2025Q3: 30,173 shares; 2025Q4: 29,699 shares; 2026Q1: 30,292 shares; 2026Q2: 31,114 shares 31,114 $1.58M 0.23% +822 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,502 shares; 2025Q1: 2,730 shares; 2025Q2: 3,223 shares; 2025Q3: 3,351 shares; 2025Q4: 3,958 shares; 2026Q1: 3,700 shares; 2026Q2: 4,062 shares 4,062 $1.58M 0.23% +362 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,141 shares; 2025Q1: 3,203 shares; 2025Q2: 4,207 shares; 2025Q3: 4,677 shares; 2025Q4: 5,317 shares; 2026Q1: 4,593 shares; 2026Q2: 5,208 shares 5,208 $1.52M 0.22% +615 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,229 shares; 2025Q1: 2,682 shares; 2025Q2: 3,047 shares; 2025Q3: 3,671 shares; 2025Q4: 3,310 shares; 2026Q1: 4,138 shares; 2026Q2: 4,289 shares 4,289 $1.52M 0.22% +151 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,423 shares; 2025Q1: 1,425 shares; 2025Q2: 1,515 shares; 2025Q3: 1,910 shares; 2025Q4: 2,786 shares; 2026Q1: 1,975 shares; 2026Q2: 2,883 shares 2,883 $1.5M 0.22% +908 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: 1,407 shares; 2026Q1: 907 shares; 2026Q2: 1,685 shares 1,685 $1.48M 0.22% +778 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,671 shares; 2025Q1: 13,391 shares; 2025Q2: 13,153 shares; 2025Q3: 13,052 shares; 2025Q4: 14,174 shares; 2026Q1: 14,854 shares; 2026Q2: 15,253 shares 15,253 $1.47M 0.22% +399 Timeline MPAA MOTORCAR PTS AMER INC More: the full row for MOTORCAR PTS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,320 shares; 2025Q1: 76,320 shares; 2025Q2: 76,320 shares; 2025Q3: 91,890 shares; 2025Q4: 93,443 shares; 2026Q1: 93,443 shares; 2026Q2: 93,443 shares 93,443 $1.43M 0.21% 0 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: not loaded; 2024Q4: 8,572 shares; 2025Q1: 8,609 shares; 2025Q2: 8,707 shares; 2025Q3: 10,832 shares; 2025Q4: 12,388 shares; 2026Q1: 10,364 shares; 2026Q2: 12,496 shares 12,496 $1.43M 0.21% +2,132 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: not loaded; 2024Q4: 4,325 shares; 2025Q1: 4,150 shares; 2025Q2: 5,072 shares; 2025Q3: 3,932 shares; 2025Q4: 4,238 shares; 2026Q1: 4,520 shares; 2026Q2: 17,661 shares 17,661 $1.42M 0.21% +13,141 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,682 shares; 2025Q2: 2,128 shares; 2025Q3: 2,167 shares; 2025Q4: 2,523 shares; 2026Q1: 2,378 shares; 2026Q2: 2,688 shares 2,688 $1.37M 0.2% +310 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 7,587 shares; 2025Q3: 7,575 shares; 2025Q4: 19,792 shares; 2026Q1: 21,663 shares; 2026Q2: 25,392 shares 25,392 $1.35M 0.2% +3,729 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: not loaded; 2024Q4: 622 shares; 2025Q1: 1,029 shares; 2025Q2: 1,097 shares; 2025Q3: 1,309 shares; 2025Q4: 1,295 shares; 2026Q1: 1,184 shares; 2026Q2: 1,342 shares 1,342 $1.35M 0.2% +158 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: not loaded; 2024Q4: 3,513 shares; 2025Q1: 3,475 shares; 2025Q2: 3,362 shares; 2025Q3: 3,449 shares; 2025Q4: 3,406 shares; 2026Q1: 6,467 shares; 2026Q2: 6,501 shares 6,501 $1.34M 0.2% +34 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: not loaded; 2024Q4: 4,200 shares; 2025Q1: 2,260 shares; 2025Q2: 4,370 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,657 shares; 2026Q2: 5,507 shares 5,507 $1.3M 0.19% +850 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,484 shares; 2025Q4: 34,441 shares; 2026Q1: 35,550 shares; 2026Q2: 34,974 shares 34,974 $1.27M 0.19% -576 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: not loaded; 2024Q4: 10,229 shares; 2025Q1: not reported; 2025Q2: 13,245 shares; 2025Q3: 14,800 shares; 2025Q4: 14,745 shares; 2026Q1: 15,856 shares; 2026Q2: 15,085 shares 15,085 $1.25M 0.18% -771 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,643 shares; 2025Q1: 6,240 shares; 2025Q2: 8,343 shares; 2025Q3: 9,562 shares; 2025Q4: 10,688 shares; 2026Q1: 9,269 shares; 2026Q2: 10,660 shares 10,660 $1.24M 0.18% +1,391 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,431 shares; 2025Q1: 9,779 shares; 2025Q2: 11,760 shares; 2025Q3: 11,893 shares; 2025Q4: 12,534 shares; 2026Q1: 13,119 shares; 2026Q2: 13,596 shares 13,596 $1.21M 0.18% +477 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,158 shares; 2025Q1: 2,396 shares; 2025Q2: 3,253 shares; 2025Q3: 2,824 shares; 2025Q4: 3,516 shares; 2026Q1: 2,965 shares; 2026Q2: 3,479 shares 3,479 $1.16M 0.17% +514 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,084 shares; 2025Q1: 3,937 shares; 2025Q2: 3,929 shares; 2025Q3: 4,951 shares; 2025Q4: 4,678 shares; 2026Q1: 6,938 shares; 2026Q2: 7,704 shares 7,704 $1.15M 0.17% +766 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,454 shares; 2025Q1: 24,139 shares; 2025Q2: 27,289 shares; 2025Q3: 23,083 shares; 2025Q4: 25,382 shares; 2026Q1: 12,765 shares; 2026Q2: 11,272 shares 11,272 $1.13M 0.17% -1,493 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,976 shares; 2025Q1: 4,271 shares; 2025Q2: 4,816 shares; 2025Q3: 7,397 shares; 2025Q4: 7,981 shares; 2026Q1: 6,065 shares; 2026Q2: 8,005 shares 8,005 $1.08M 0.16% +1,940 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 841 shares; 2025Q4: 1,048 shares; 2026Q1: 899 shares; 2026Q2: 1,096 shares 1,096 $1.07M 0.16% +197 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,320 shares; 2025Q1: 21,320 shares; 2025Q2: 21,276 shares; 2025Q3: 21,220 shares; 2025Q4: 42,248 shares; 2026Q1: 40,720 shares; 2026Q2: 40,225 shares 40,225 $1.07M 0.16% -495 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 1,903 shares; 2025Q2: 1,147 shares; 2025Q3: 2,093 shares; 2025Q4: 2,100 shares; 2026Q1: 2,049 shares; 2026Q2: 2,660 shares 2,660 $1.07M 0.16% +611 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: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,272 shares; 2025Q2: 2,735 shares; 2025Q3: 4,101 shares; 2025Q4: 4,150 shares; 2026Q1: 3,101 shares; 2026Q2: 4,361 shares 4,361 $1.07M 0.16% +1,260 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 loaded; 2024Q4: 2,569 shares; 2025Q1: 2,613 shares; 2025Q2: 2,769 shares; 2025Q3: 2,817 shares; 2025Q4: 3,586 shares; 2026Q1: 3,233 shares; 2026Q2: 3,683 shares 3,683 $1.05M 0.16% +450 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,546 shares; 2025Q1: 12,823 shares; 2025Q2: 14,195 shares; 2025Q3: 13,410 shares; 2025Q4: 14,223 shares; 2026Q1: 14,019 shares; 2026Q2: 13,916 shares 13,916 $1.05M 0.16% -103 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,294 shares; 2025Q1: 3,459 shares; 2025Q2: 8,294 shares; 2025Q3: 8,294 shares; 2025Q4: 8,179 shares; 2026Q1: 9,373 shares; 2026Q2: 9,373 shares 9,373 $1M 0.15% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,581 shares; 2025Q1: 3,576 shares; 2025Q2: 3,743 shares; 2025Q3: 6,522 shares; 2025Q4: 7,470 shares; 2026Q1: 4,920 shares; 2026Q2: 6,556 shares 6,556 $1M 0.15% +1,636 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,567 shares; 2025Q2: 2,076 shares; 2025Q3: 2,116 shares; 2025Q4: 2,363 shares; 2026Q1: 2,547 shares; 2026Q2: 2,662 shares 2,662 $973K 0.14% +115 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 loaded; 2024Q4: 1,239 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 1,507 shares; 2025Q4: 2,078 shares; 2026Q1: 1,691 shares; 2026Q2: 2,208 shares 2,208 $968K 0.14% +517 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,483 shares; 2025Q1: 5,430 shares; 2025Q2: 6,273 shares; 2025Q3: 8,217 shares; 2025Q4: 8,074 shares; 2026Q1: 6,907 shares; 2026Q2: 8,717 shares 8,717 $950K 0.14% +1,810 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,657 shares; 2025Q1: 2,707 shares; 2025Q2: 4,654 shares; 2025Q3: 5,197 shares; 2025Q4: 5,504 shares; 2026Q1: 5,190 shares; 2026Q2: 5,585 shares 5,585 $932K 0.14% +395 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 449,290 shares; 2025Q1: 444,988 shares; 2025Q2: 17,663 shares; 2025Q3: 24,840 shares; 2025Q4: 37,418 shares; 2026Q1: 37,451 shares; 2026Q2: 37,887 shares 37,887 $929K 0.14% +436 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,087 shares; 2025Q1: 1,482 shares; 2025Q2: 2,103 shares; 2025Q3: 2,290 shares; 2025Q4: 2,613 shares; 2026Q1: 2,402 shares; 2026Q2: 2,614 shares 2,614 $927K 0.14% +212 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,217 shares; 2025Q1: 7,064 shares; 2025Q2: 7,716 shares; 2025Q3: 7,622 shares; 2025Q4: 8,924 shares; 2026Q1: 8,670 shares; 2026Q2: 9,006 shares 9,006 $921K 0.14% +336 Timeline EELV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,606 shares; 2025Q1: 39,096 shares; 2025Q2: 24,944 shares; 2025Q3: 25,347 shares; 2025Q4: 29,568 shares; 2026Q1: 31,815 shares; 2026Q2: 32,081 shares 32,081 $892K 0.13% +266 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,627 shares; 2025Q1: 5,776 shares; 2025Q2: 11,184 shares; 2025Q3: 9,694 shares; 2025Q4: 12,147 shares; 2026Q1: 12,444 shares; 2026Q2: 11,751 shares 11,751 $889K 0.13% -693 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,944 shares; 2025Q1: 4,349 shares; 2025Q2: 4,571 shares; 2025Q3: 5,932 shares; 2025Q4: 5,017 shares; 2026Q1: 4,459 shares; 2026Q2: 5,108 shares 5,108 $846K 0.13% +649 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,268 shares; 2025Q1: 3,265 shares; 2025Q2: 3,291 shares; 2025Q3: 3,812 shares; 2025Q4: 4,322 shares; 2026Q1: 4,068 shares; 2026Q2: 4,424 shares 4,424 $842K 0.12% +356 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: not loaded; 2024Q4: 2,158 shares; 2025Q1: 1,713 shares; 2025Q2: 2,041 shares; 2025Q3: 2,202 shares; 2025Q4: 2,515 shares; 2026Q1: 2,139 shares; 2026Q2: 2,586 shares 2,586 $834K 0.12% +447 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,503 shares; 2025Q1: 10,503 shares; 2025Q2: 10,503 shares; 2025Q3: 10,598 shares; 2025Q4: 10,598 shares; 2026Q1: 10,675 shares; 2026Q2: 10,656 shares 10,656 $806K 0.12% -19 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: not loaded; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 1,486 shares; 2026Q2: 1,500 shares 1,500 $784K 0.12% +14 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 651 shares; 2025Q4: 767 shares; 2026Q1: 706 shares; 2026Q2: 786 shares 786 $769K 0.11% +80 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: not loaded; 2024Q4: 2,395 shares; 2025Q1: 2,495 shares; 2025Q2: 2,548 shares; 2025Q3: 2,790 shares; 2025Q4: 2,854 shares; 2026Q1: 2,699 shares; 2026Q2: 2,791 shares 2,791 $761K 0.11% +92 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $749K 0.11% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,012 shares; 2025Q2: 1,294 shares; 2025Q3: 2,033 shares; 2025Q4: 1,879 shares; 2026Q1: 1,331 shares; 2026Q2: 2,151 shares 2,151 $728K 0.11% +820 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: not reported; 2026Q1: 815 shares; 2026Q2: 1,180 shares 1,180 $714K 0.11% +365 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 616 shares; 2025Q2: 656 shares; 2025Q3: 896 shares; 2025Q4: 907 shares; 2026Q1: 823 shares; 2026Q2: 944 shares 944 $690K 0.1% +121 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 5,127 shares; 2025Q2: 5,826 shares; 2025Q3: 8,893 shares; 2025Q4: 10,226 shares; 2026Q1: 8,421 shares; 2026Q2: 11,981 shares 11,981 $669K 0.1% +3,560 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 loaded; 2024Q4: 4,682 shares; 2025Q1: 2,402 shares; 2025Q2: 4,682 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares; 2026Q1: 4,678 shares; 2026Q2: 4,626 shares 4,626 $668K 0.1% -52 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,429 shares; 2025Q1: 3,907 shares; 2025Q2: 3,842 shares; 2025Q3: 3,921 shares; 2025Q4: 4,425 shares; 2026Q1: 4,489 shares; 2026Q2: 4,660 shares 4,660 $667K 0.1% +171 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,135 shares 6,135 $664K 0.1% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,396 shares; 2025Q1: 1,950 shares; 2025Q2: 2,425 shares; 2025Q3: 2,295 shares; 2025Q4: 2,471 shares; 2026Q1: 2,410 shares; 2026Q2: 2,868 shares 2,868 $647K 0.1% +458 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,613 shares; 2025Q1: 1,053 shares; 2025Q2: 1,282 shares; 2025Q3: 2,356 shares; 2025Q4: 2,439 shares; 2026Q1: 1,690 shares; 2026Q2: 2,607 shares 2,607 $623K 0.09% +917 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,640 shares 7,640 $607K 0.09% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares; 2025Q3: 12,820 shares; 2025Q4: 12,713 shares; 2026Q1: 12,713 shares; 2026Q2: 12,713 shares 12,713 $607K 0.09% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 2,459 shares; 2025Q2: 2,294 shares; 2025Q3: 2,196 shares; 2025Q4: 2,768 shares; 2026Q1: 2,331 shares; 2026Q2: 2,624 shares 2,624 $601K 0.09% +293 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,772 shares; 2025Q2: 1,279 shares; 2025Q3: 1,544 shares; 2025Q4: 1,653 shares; 2026Q1: 1,440 shares; 2026Q2: 1,644 shares 1,644 $588K 0.09% +204 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 861 shares; 2025Q3: 1,355 shares; 2025Q4: 1,337 shares; 2026Q1: 1,154 shares; 2026Q2: 1,633 shares 1,633 $586K 0.09% +479 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: not loaded; 2024Q4: 2,504 shares; 2025Q1: not reported; 2025Q2: 2,679 shares; 2025Q3: 3,595 shares; 2025Q4: 4,234 shares; 2026Q1: 3,494 shares; 2026Q2: 4,578 shares 4,578 $567K 0.08% +1,084 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188 shares; 2026Q2: 289 shares 289 $551K 0.08% +101 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 482 shares; 2025Q1: 363 shares; 2025Q2: 573 shares; 2025Q3: 813 shares; 2025Q4: 7,690 shares; 2026Q1: 6,836 shares; 2026Q2: 7,276 shares 7,276 $551K 0.08% +440 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,074 shares; 2025Q1: 4,083 shares; 2025Q2: 3,997 shares; 2025Q3: 4,227 shares; 2025Q4: 4,510 shares; 2026Q1: 4,454 shares; 2026Q2: 4,601 shares 4,601 $544K 0.08% +147 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,991 shares; 2026Q2: 5,809 shares 5,809 $542K 0.08% -1,182 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,140 shares; 2025Q1: 16,969 shares; 2025Q2: 16,969 shares; 2025Q3: 25,109 shares; 2025Q4: 24,058 shares; 2026Q1: 24,058 shares; 2026Q2: 24,232 shares 24,232 $540K 0.08% +174 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,207 shares; 2025Q1: 7,180 shares; 2025Q2: 9,020 shares; 2025Q3: 6,981 shares; 2025Q4: 8,150 shares; 2026Q1: 8,060 shares; 2026Q2: 8,235 shares 8,235 $531K 0.08% +175 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: not loaded; 2024Q4: 3,451 shares; 2025Q1: 3,847 shares; 2025Q2: 3,287 shares; 2025Q3: 3,804 shares; 2025Q4: 3,679 shares; 2026Q1: 3,408 shares; 2026Q2: 3,464 shares 3,464 $508K 0.08% +56 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 436 shares; 2026Q1: 350 shares; 2026Q2: 479 shares 479 $505K 0.07% +129 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,416 shares; 2025Q1: 7,629 shares; 2025Q2: 9,119 shares; 2025Q3: 8,930 shares; 2025Q4: 10,135 shares; 2026Q1: 9,863 shares; 2026Q2: 9,847 shares 9,847 $498K 0.07% -16 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: not loaded; 2024Q4: 7,634 shares; 2025Q1: 7,634 shares; 2025Q2: 2,219 shares; 2025Q3: 2,225 shares; 2025Q4: 2,412 shares; 2026Q1: 3,117 shares; 2026Q2: 3,127 shares 3,127 $491K 0.07% +10 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,711 shares; 2025Q2: 1,863 shares; 2025Q3: 3,602 shares; 2025Q4: 3,617 shares; 2026Q1: 1,779 shares; 2026Q2: 2,826 shares 2,826 $490K 0.07% +1,047 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,197 shares 1,197 $487K 0.07% new PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,785 shares; 2025Q1: 3,833 shares; 2025Q2: 4,357 shares; 2025Q3: 2,657 shares; 2025Q4: 3,730 shares; 2026Q1: 3,859 shares; 2026Q2: 4,839 shares 4,839 $478K 0.07% +980 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,463 shares 1,463 $478K 0.07% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207 shares 207 $471K 0.07% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,779 shares; 2025Q2: 1,060 shares; 2025Q3: 1,426 shares; 2025Q4: 1,593 shares; 2026Q1: 1,533 shares; 2026Q2: 1,751 shares 1,751 $464K 0.07% +218 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: not loaded; 2024Q4: 904 shares; 2025Q1: 903 shares; 2025Q2: 905 shares; 2025Q3: 1,051 shares; 2025Q4: 1,227 shares; 2026Q1: 1,160 shares; 2026Q2: 1,323 shares 1,323 $456K 0.07% +163 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares 1,242 $455K 0.07% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,269 shares; 2025Q1: 3,272 shares; 2025Q2: 3,191 shares; 2025Q3: 3,583 shares; 2025Q4: 3,726 shares; 2026Q1: 3,852 shares; 2026Q2: 3,623 shares 3,623 $446K 0.07% -229 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,341 shares; 2025Q3: 4,631 shares; 2025Q4: 4,820 shares; 2026Q1: 4,035 shares; 2026Q2: 5,333 shares 5,333 $445K 0.07% +1,298 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,130 shares; 2025Q1: 2,445 shares; 2025Q2: 3,065 shares; 2025Q3: 3,078 shares; 2025Q4: 3,444 shares; 2026Q1: 3,534 shares; 2026Q2: 3,226 shares 3,226 $442K 0.07% -308 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,993 shares; 2025Q3: 3,195 shares; 2025Q4: 3,284 shares; 2026Q1: 2,331 shares; 2026Q2: 3,103 shares 3,103 $434K 0.06% +772 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,534 shares 2,534 $433K 0.06% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,904 shares; 2025Q1: not reported; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares; 2026Q2: 5,904 shares 5,904 $433K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,143 shares; 2025Q1: 5,004 shares; 2025Q2: 6,343 shares; 2025Q3: 8,156 shares; 2025Q4: 9,434 shares; 2026Q1: 7,645 shares; 2026Q2: 10,040 shares 10,040 $417K 0.06% +2,395 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: not loaded; 2024Q4: 1,903 shares; 2025Q1: 1,752 shares; 2025Q2: 1,584 shares; 2025Q3: 1,330 shares; 2025Q4: 1,527 shares; 2026Q1: 1,578 shares; 2026Q2: 1,532 shares 1,532 $414K 0.06% -46 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,983 shares; 2025Q1: 5,741 shares; 2025Q2: 5,664 shares; 2025Q3: 5,679 shares; 2025Q4: 5,580 shares; 2026Q1: 5,585 shares; 2026Q2: 6,244 shares 6,244 $414K 0.06% +659 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,476 shares; 2025Q1: 7,425 shares; 2025Q2: 7,388 shares; 2025Q3: 7,208 shares; 2025Q4: 7,191 shares; 2026Q1: 7,155 shares; 2026Q2: 7,077 shares 7,077 $410K 0.06% -78 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,897 shares; 2025Q1: 11,138 shares; 2025Q2: 10,265 shares; 2025Q3: 10,387 shares; 2025Q4: 10,621 shares; 2026Q1: 10,570 shares; 2026Q2: 10,927 shares 10,927 $404K 0.06% +357 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,541 shares; 2025Q1: 3,716 shares; 2025Q2: 4,316 shares; 2025Q3: 4,263 shares; 2025Q4: 4,156 shares; 2026Q1: 4,379 shares; 2026Q2: 3,729 shares 3,729 $401K 0.06% -650 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,472 shares 3,472 $392K 0.06% -40 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 4,602 shares; 2026Q1: 3,486 shares; 2026Q2: 4,959 shares 4,959 $389K 0.06% +1,473 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,511 shares; 2025Q2: 1,498 shares; 2025Q3: 1,560 shares; 2025Q4: 2,161 shares; 2026Q1: 1,954 shares; 2026Q2: 2,186 shares 2,186 $379K 0.06% +232 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,139 shares; 2025Q1: 6,367 shares; 2025Q2: 8,958 shares; 2025Q3: 8,860 shares; 2025Q4: 8,348 shares; 2026Q1: 7,723 shares; 2026Q2: 7,617 shares 7,617 $365K 0.05% -106 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,803 shares; 2025Q1: 6,144 shares; 2025Q2: 7,657 shares; 2025Q3: 7,505 shares; 2025Q4: 7,251 shares; 2026Q1: 7,189 shares; 2026Q2: 6,883 shares 6,883 $362K 0.05% -306 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,810 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares; 2026Q1: 8,684 shares; 2026Q2: 8,684 shares 8,684 $358K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 1,395 shares; 2025Q2: 1,426 shares; 2025Q3: 1,881 shares; 2025Q4: 1,862 shares; 2026Q1: 1,521 shares; 2026Q2: 2,009 shares 2,009 $357K 0.05% +488 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,222 shares; 2025Q4: 1,489 shares; 2026Q1: 1,042 shares; 2026Q2: 1,570 shares 1,570 $357K 0.05% +528 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $356K 0.05% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,756 shares; 2026Q2: 2,531 shares 2,531 $354K 0.05% -225 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,821 shares 1,821 $354K 0.05% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,424 shares 3,424 $350K 0.05% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,783 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413 shares; 2026Q2: 1,713 shares 1,713 $342K 0.05% +300 Timeline PTH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,390 shares; 2026Q1: 6,351 shares; 2026Q2: 5,964 shares 5,964 $327K 0.05% -387 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,688 shares; 2025Q1: 2,673 shares; 2025Q2: 3,825 shares; 2025Q3: 3,816 shares; 2025Q4: 3,902 shares; 2026Q1: 3,455 shares; 2026Q2: 3,364 shares 3,364 $324K 0.05% -91 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,420 shares; 2025Q1: 2,927 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,606 shares 3,606 $322K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,079 shares; 2025Q4: 1,097 shares; 2026Q1: not reported; 2026Q2: 1,131 shares 1,131 $322K 0.05% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,491 shares; 2025Q4: not reported; 2026Q1: 2,371 shares; 2026Q2: 3,607 shares 3,607 $311K 0.05% +1,236 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,457 shares; 2025Q1: 4,421 shares; 2025Q2: 4,296 shares; 2025Q3: 4,294 shares; 2025Q4: 4,211 shares; 2026Q1: 4,211 shares; 2026Q2: 4,129 shares 4,129 $309K 0.05% -82 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares; 2026Q2: 4,039 shares 4,039 $305K 0.05% +915 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,624 shares; 2026Q1: 5,624 shares; 2026Q2: 5,363 shares 5,363 $296K 0.04% -261 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,883 shares; 2025Q1: 3,326 shares; 2025Q2: 1,942 shares; 2025Q3: 2,825 shares; 2025Q4: 2,403 shares; 2026Q1: 2,623 shares; 2026Q2: 3,059 shares 3,059 $288K 0.04% +436 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,049 shares; 2025Q2: not reported; 2025Q3: 2,904 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $288K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 2,885 shares; 2025Q4: 2,580 shares; 2026Q1: not reported; 2026Q2: 2,872 shares 2,872 $288K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 669 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $287K 0.04% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 2,229 shares; 2026Q1: 2,678 shares; 2026Q2: 2,786 shares 2,786 $285K 0.04% +108 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares; 2026Q2: 2,252 shares 2,252 $280K 0.04% +1,689 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $279K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: not reported; 2026Q1: 7,879 shares; 2026Q2: 8,354 shares 8,354 $278K 0.04% +475 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,788 shares 1,788 $276K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,958 shares 2,958 $272K 0.04% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,373 shares; 2025Q2: 2,112 shares; 2025Q3: 2,758 shares; 2025Q4: not reported; 2026Q1: 2,186 shares; 2026Q2: 2,810 shares 2,810 $270K 0.04% +624 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $269K 0.04% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,950 shares; 2025Q1: 2,146 shares; 2025Q2: 2,957 shares; 2025Q3: 2,945 shares; 2025Q4: 2,633 shares; 2026Q1: 2,485 shares; 2026Q2: 2,445 shares 2,445 $260K 0.04% -40 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 788 shares; 2025Q4: not reported; 2026Q1: 777 shares; 2026Q2: 884 shares 884 $246K 0.04% +107 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,806 shares; 2025Q1: 4,141 shares; 2025Q2: 5,702 shares; 2025Q3: 5,682 shares; 2025Q4: 5,204 shares; 2026Q1: 4,937 shares; 2026Q2: 4,363 shares 4,363 $220K 0.03% -574 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $212K 0.03% new Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,065 shares; 2025Q1: 2,878 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,578 shares; 2026Q1: 2,592 shares; 2026Q2: 2,144 shares 2,144 $209K 0.03% -448 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829 shares; 2026Q1: not reported; 2026Q2: 816 shares 816 $209K 0.03% new 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: not loaded; 2024Q4: 4,292 shares; 2025Q1: 5,183 shares; 2025Q2: not reported; 2025Q3: 3,643 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,607 shares 3,607 $209K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $206K 0.03% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,492 shares 13,492 $181K 0.03% new Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,411 shares; 2025Q4: 20,411 shares; 2026Q1: 20,411 shares; 2026Q2: 20,411 shares 20,411 $106K 0.02% 0 Timeline NMAD NOMAD PWR SOLUTIONS INC More: the full row for NOMAD PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,707 shares; 2025Q1: 12,707 shares; 2025Q2: 13,771 shares; 2025Q3: 13,771 shares; 2025Q4: 13,771 shares; 2026Q1: 13,771 shares; 2026Q2: 13,771 shares 13,771 $102K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,074 shares 14,074 $81K 0.01% new Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,008 shares 12,008 $1.98K <0.01% new Timeline