DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,510 shares; 2025Q1: 99,218 shares; 2025Q2: 101,824 shares; 2025Q3: 103,936 shares; 2025Q4: 111,605 shares; 2026Q1: 111,860 shares; 2026Q2: 111,064 shares 111,064 $10.6M 6.65% -796 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: not loaded; 2024Q4: 314,271 shares; 2025Q1: 321,146 shares; 2025Q2: 318,606 shares; 2025Q3: 310,895 shares; 2025Q4: 300,914 shares; 2026Q1: 294,028 shares; 2026Q2: 289,514 shares 289,514 $9.18M 5.75% -4,514 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,117 shares; 2025Q1: 25,095 shares; 2025Q2: 25,071 shares; 2025Q3: 25,186 shares; 2025Q4: 24,749 shares; 2026Q1: 23,760 shares; 2026Q2: 23,786 shares 23,786 $8.15M 5.11% +26 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: 33,676 shares; 2025Q1: 34,776 shares; 2025Q2: 35,445 shares; 2025Q3: 35,659 shares; 2025Q4: 36,434 shares; 2026Q1: 36,092 shares; 2026Q2: 36,131 shares 36,131 $7.87M 4.93% +39 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: not loaded; 2024Q4: 194,760 shares; 2025Q1: 198,891 shares; 2025Q2: 199,752 shares; 2025Q3: 203,568 shares; 2025Q4: 208,309 shares; 2026Q1: 206,905 shares; 2026Q2: 207,434 shares 207,434 $7.22M 4.52% +529 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 214,827 shares; 2025Q1: 219,310 shares; 2025Q2: 221,351 shares; 2025Q3: 222,850 shares; 2025Q4: 227,268 shares; 2026Q1: 225,480 shares; 2026Q2: 225,589 shares 225,589 $7.02M 4.4% +109 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: 80,352 shares; 2025Q1: 80,376 shares; 2025Q2: 76,993 shares; 2025Q3: 76,323 shares; 2025Q4: 74,484 shares; 2026Q1: 72,021 shares; 2026Q2: 70,218 shares 70,218 $6.77M 4.24% -1,803 Timeline QUAL 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: 30,628 shares; 2025Q1: 30,718 shares; 2025Q2: 30,505 shares; 2025Q3: 30,254 shares; 2025Q4: 29,825 shares; 2026Q1: 28,994 shares; 2026Q2: 28,266 shares 28,266 $6.2M 3.89% -728 Timeline MGV 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: 34,216 shares; 2025Q1: 34,584 shares; 2025Q2: 34,595 shares; 2025Q3: 35,209 shares; 2025Q4: 35,905 shares; 2026Q1: 34,891 shares; 2026Q2: 34,278 shares 34,278 $5.6M 3.51% -613 Timeline VOOV 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: 23,744 shares; 2025Q1: 24,383 shares; 2025Q2: 24,741 shares; 2025Q3: 24,861 shares; 2025Q4: 25,649 shares; 2026Q1: 25,721 shares; 2026Q2: 25,452 shares 25,452 $5.58M 3.5% -269 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 196,398 shares; 2025Q1: 194,601 shares; 2025Q2: 193,619 shares; 2025Q3: 191,408 shares; 2025Q4: 189,560 shares; 2026Q1: 187,051 shares; 2026Q2: 187,926 shares 187,926 $5.44M 3.41% +875 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: 13,009 shares; 2025Q1: 13,122 shares; 2025Q2: 13,459 shares; 2025Q3: 13,322 shares; 2025Q4: 13,546 shares; 2026Q1: 13,267 shares; 2026Q2: 13,982 shares 13,982 $5.17M 3.24% +715 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: 19,831 shares; 2025Q1: 19,940 shares; 2025Q2: 19,997 shares; 2025Q3: 19,931 shares; 2025Q4: 19,933 shares; 2026Q1: 19,291 shares; 2026Q2: 18,892 shares 18,892 $4.47M 2.8% -399 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: 5,865 shares; 2025Q1: 2,892 shares; 2025Q2: 7,826 shares; 2025Q3: 8,137 shares; 2025Q4: 8,804 shares; 2026Q1: 9,765 shares; 2026Q2: 10,242 shares 10,242 $4.31M 2.7% +477 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,438 shares; 2025Q1: 47,871 shares; 2025Q2: 45,974 shares; 2025Q3: 45,578 shares; 2025Q4: 44,950 shares; 2026Q1: 43,726 shares; 2026Q2: 41,094 shares 41,094 $3.76M 2.36% -2,632 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,054 shares; 2025Q1: 32,049 shares; 2025Q2: 34,096 shares; 2025Q3: 37,168 shares; 2025Q4: 39,861 shares; 2026Q1: 37,766 shares; 2026Q2: 38,502 shares 38,502 $3.71M 2.32% +736 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,237 shares; 2025Q1: 41,129 shares; 2025Q2: 39,565 shares; 2025Q3: 37,961 shares; 2025Q4: 36,094 shares; 2026Q1: 33,153 shares; 2026Q2: 61,541 shares 61,541 $3.46M 2.17% +28,388 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: not loaded; 2024Q4: 99,366 shares; 2025Q1: 99,709 shares; 2025Q2: 98,381 shares; 2025Q3: 99,099 shares; 2025Q4: 98,039 shares; 2026Q1: 97,171 shares; 2026Q2: 97,467 shares 97,467 $3.3M 2.07% +296 Timeline VOE 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: 18,209 shares; 2025Q1: 18,090 shares; 2025Q2: 18,073 shares; 2025Q3: 18,116 shares; 2025Q4: 17,199 shares; 2026Q1: 16,298 shares; 2026Q2: 15,273 shares 15,273 $3.02M 1.89% -1,025 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,050 shares; 2025Q1: 31,462 shares; 2025Q2: 32,338 shares; 2025Q3: 31,478 shares; 2025Q4: 31,662 shares; 2026Q1: 31,005 shares; 2026Q2: 31,570 shares 31,570 $2.94M 1.84% +565 Timeline MGK 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: 6,088 shares; 2025Q1: 6,051 shares; 2025Q2: 6,052 shares; 2025Q3: 6,099 shares; 2025Q4: 6,020 shares; 2026Q1: 5,981 shares; 2026Q2: 29,843 shares 29,843 $2.62M 1.64% +23,862 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: 34,144 shares; 2025Q1: 34,677 shares; 2025Q2: 32,922 shares; 2025Q3: 33,204 shares; 2025Q4: 32,431 shares; 2026Q1: 31,275 shares; 2026Q2: 29,057 shares 29,057 $2.18M 1.36% -2,218 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: 4,560 shares; 2025Q1: 4,557 shares; 2025Q2: 4,480 shares; 2025Q3: 4,503 shares; 2025Q4: 4,413 shares; 2026Q1: 4,106 shares; 2026Q2: 24,741 shares 24,741 $2.13M 1.34% +20,635 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,825 shares; 2025Q1: 31,542 shares; 2025Q2: 32,794 shares; 2025Q3: 34,443 shares; 2025Q4: 36,016 shares; 2026Q1: 35,838 shares; 2026Q2: 34,639 shares 34,639 $2.02M 1.27% -1,199 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: not loaded; 2024Q4: 68,408 shares; 2025Q1: 69,406 shares; 2025Q2: 68,151 shares; 2025Q3: 68,324 shares; 2025Q4: 68,433 shares; 2026Q1: 66,019 shares; 2026Q2: 67,661 shares 67,661 $1.99M 1.25% +1,642 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: 5,918 shares; 2025Q1: 5,861 shares; 2025Q2: 5,909 shares; 2025Q3: 10,956 shares; 2025Q4: 11,001 shares; 2026Q1: 11,117 shares; 2026Q2: 11,182 shares 11,182 $1.53M 0.96% +65 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: 4,800 shares; 2025Q1: 4,752 shares; 2025Q2: 4,771 shares; 2025Q3: 4,814 shares; 2025Q4: 4,699 shares; 2026Q1: 4,897 shares; 2026Q2: 5,003 shares 5,003 $1.45M 0.91% +106 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: 8,064 shares; 2025Q1: 8,119 shares; 2025Q2: 8,240 shares; 2025Q3: 8,529 shares; 2025Q4: 8,658 shares; 2026Q1: 8,815 shares; 2026Q2: 6,854 shares 6,854 $1.37M 0.86% -1,961 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: 9,870 shares; 2025Q1: 9,111 shares; 2025Q2: 7,633 shares; 2025Q3: 7,499 shares; 2025Q4: 7,400 shares; 2026Q1: 7,022 shares; 2026Q2: 6,823 shares 6,823 $1.36M 0.85% -199 Timeline POWA 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: 16,229 shares; 2025Q1: 16,859 shares; 2025Q2: 15,903 shares; 2025Q3: 15,978 shares; 2025Q4: 16,235 shares; 2026Q1: 16,029 shares; 2026Q2: 15,250 shares 15,250 $1.35M 0.85% -779 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,617 shares; 2025Q1: 7,535 shares; 2025Q2: 8,008 shares; 2025Q3: 8,474 shares; 2025Q4: 9,236 shares; 2026Q1: 9,764 shares; 2026Q2: 9,233 shares 9,233 $1.32M 0.83% -531 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: 7,422 shares; 2025Q1: 7,442 shares; 2025Q2: 6,704 shares; 2025Q3: 6,707 shares; 2025Q4: 6,601 shares; 2026Q1: 6,015 shares; 2026Q2: 6,108 shares 6,108 $1.3M 0.81% +93 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: 7,053 shares; 2025Q1: 7,526 shares; 2025Q2: 7,245 shares; 2025Q3: 12,251 shares; 2025Q4: 18,022 shares; 2026Q1: 21,485 shares; 2026Q2: 22,999 shares 22,999 $1.13M 0.71% +1,514 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,782 shares; 2025Q1: 28,070 shares; 2025Q2: 26,950 shares; 2025Q3: 29,331 shares; 2025Q4: 31,055 shares; 2026Q1: 30,212 shares; 2026Q2: 30,085 shares 30,085 $1.08M 0.68% -127 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,037 shares; 2025Q1: 5,169 shares; 2025Q2: 6,293 shares; 2025Q3: 7,199 shares; 2025Q4: 9,565 shares; 2026Q1: 9,828 shares; 2026Q2: 9,966 shares 9,966 $1.01M 0.64% +138 Timeline JPUS 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: 6,710 shares; 2025Q1: 7,210 shares; 2025Q2: 7,612 shares; 2025Q3: 7,264 shares; 2025Q4: 6,872 shares; 2026Q1: 6,578 shares; 2026Q2: 6,794 shares 6,794 $953K 0.6% +216 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,622 shares; 2025Q1: 21,026 shares; 2025Q2: 22,310 shares; 2025Q3: 24,381 shares; 2025Q4: 28,007 shares; 2026Q1: 28,950 shares; 2026Q2: 29,468 shares 29,468 $898K 0.56% +518 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: 3,568 shares; 2025Q1: 3,225 shares; 2025Q2: 3,215 shares; 2025Q3: 3,254 shares; 2025Q4: 3,254 shares; 2026Q1: 3,392 shares; 2026Q2: 3,726 shares 3,726 $888K 0.56% +334 Timeline XLG 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: 12,995 shares; 2025Q1: 13,300 shares; 2025Q2: 12,906 shares; 2025Q3: 13,500 shares; 2025Q4: 14,042 shares; 2026Q1: 13,341 shares; 2026Q2: 12,686 shares 12,686 $777K 0.49% -655 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 664 shares 664 $766K 0.48% new 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 loaded; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,624 shares; 2025Q3: 1,735 shares; 2025Q4: 2,107 shares; 2026Q1: 2,256 shares; 2026Q2: 2,227 shares 2,227 $766K 0.48% -29 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: 1,154 shares; 2025Q1: 1,145 shares; 2025Q2: 1,710 shares; 2025Q3: 1,726 shares; 2025Q4: 1,725 shares; 2026Q1: 1,659 shares; 2026Q2: 1,784 shares 1,784 $666K 0.42% +125 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,243 shares; 2026Q1: 2,756 shares; 2026Q2: 2,737 shares 2,737 $665K 0.42% -19 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,990 shares; 2025Q1: 2,986 shares; 2025Q2: 3,202 shares; 2025Q3: 3,304 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,325 shares 3,325 $621K 0.39% +9 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,926 shares; 2025Q2: 4,954 shares; 2025Q3: 4,960 shares; 2025Q4: 5,987 shares; 2026Q1: 6,987 shares; 2026Q2: 8,020 shares 8,020 $608K 0.38% +1,033 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,724 shares; 2025Q3: 6,576 shares; 2025Q4: 6,541 shares; 2026Q1: 6,512 shares; 2026Q2: 6,527 shares 6,527 $582K 0.36% +15 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: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 580 shares; 2025Q4: 679 shares; 2026Q1: 678 shares; 2026Q2: 768 shares 768 $565K 0.35% +90 Timeline SPHB 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: 3,110 shares; 2025Q1: 3,110 shares; 2025Q2: 3,088 shares; 2025Q3: 3,427 shares; 2025Q4: 3,636 shares; 2026Q1: 3,388 shares; 2026Q2: 3,589 shares 3,589 $558K 0.35% +201 Timeline LGLV 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: 3,152 shares; 2025Q1: 3,141 shares; 2025Q2: 3,246 shares; 2025Q3: 3,344 shares; 2025Q4: 3,348 shares; 2026Q1: 3,283 shares; 2026Q2: 2,981 shares 2,981 $541K 0.34% -302 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,748 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,748 shares; 2025Q4: 6,748 shares; 2026Q1: 6,748 shares; 2026Q2: 6,748 shares 6,748 $523K 0.33% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,020 shares; 2025Q1: 3,049 shares; 2025Q2: 3,110 shares; 2025Q3: 3,111 shares; 2025Q4: 3,142 shares; 2026Q1: 3,205 shares; 2026Q2: 3,155 shares 3,155 $523K 0.33% -50 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: 443 shares; 2025Q1: 439 shares; 2025Q2: 438 shares; 2025Q3: 433 shares; 2025Q4: 635 shares; 2026Q1: 734 shares; 2026Q2: 760 shares 760 $522K 0.33% +26 Timeline EQWL 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: 2,872 shares; 2025Q1: 3,208 shares; 2025Q2: 3,675 shares; 2025Q3: 3,679 shares; 2025Q4: 3,806 shares; 2026Q1: 3,784 shares; 2026Q2: 4,001 shares 4,001 $516K 0.32% +217 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 364 shares; 2025Q1: 364 shares; 2025Q2: 5,460 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $503K 0.32% 0 Timeline MGC 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: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,482 shares; 2025Q3: 1,596 shares; 2025Q4: 1,844 shares; 2026Q1: 1,838 shares; 2026Q2: 1,711 shares 1,711 $468K 0.29% -127 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: 9,731 shares; 2025Q1: 9,213 shares; 2025Q2: 8,248 shares; 2025Q3: 8,194 shares; 2025Q4: 8,025 shares; 2026Q1: 8,041 shares; 2026Q2: 6,608 shares 6,608 $438K 0.27% -1,433 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $425K 0.27% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 720 shares 720 $418K 0.26% new Timeline MDYV 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: 4,510 shares; 2025Q1: 4,509 shares; 2025Q2: 4,526 shares; 2025Q3: 4,540 shares; 2025Q4: 4,555 shares; 2026Q1: 4,360 shares; 2026Q2: 4,316 shares 4,316 $409K 0.26% -44 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: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 3,069 shares; 2025Q4: 3,123 shares; 2026Q1: 2,889 shares; 2026Q2: 3,475 shares 3,475 $405K 0.25% +586 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: 1,156 shares; 2025Q1: not reported; 2025Q2: 1,158 shares; 2025Q3: 1,140 shares; 2025Q4: 987 shares; 2026Q1: 1,041 shares; 2026Q2: 1,087 shares 1,087 $384K 0.24% +46 Timeline VONG 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: 2,476 shares; 2025Q1: 2,469 shares; 2025Q2: 2,472 shares; 2025Q3: 2,733 shares; 2025Q4: 2,996 shares; 2026Q1: 2,732 shares; 2026Q2: 2,962 shares 2,962 $379K 0.24% +230 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,873 shares; 2025Q4: 4,873 shares; 2026Q1: 4,923 shares; 2026Q2: 4,850 shares 4,850 $350K 0.22% -73 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 1,644 shares; 2025Q3: 1,424 shares; 2025Q4: 1,427 shares; 2026Q1: 1,430 shares; 2026Q2: 1,431 shares 1,431 $341K 0.21% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 912 shares 912 $326K 0.2% new Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,315 shares; 2025Q1: not reported; 2025Q2: 1,277 shares; 2025Q3: 1,277 shares; 2025Q4: 1,279 shares; 2026Q1: 1,280 shares; 2026Q2: 1,282 shares 1,282 $320K 0.2% +2 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $316K 0.2% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 487 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $310K 0.19% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $305K 0.19% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,821 shares; 2025Q1: 2,828 shares; 2025Q2: 2,826 shares; 2025Q3: 2,836 shares; 2025Q4: 2,784 shares; 2026Q1: 2,788 shares; 2026Q2: 2,779 shares 2,779 $303K 0.19% -9 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: 947 shares; 2025Q1: 952 shares; 2025Q2: 957 shares; 2025Q3: 961 shares; 2025Q4: 914 shares; 2026Q1: 919 shares; 2026Q2: 923 shares 923 $302K 0.19% +4 Timeline SPMO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,862 shares 1,862 $301K 0.19% new 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: 2,578 shares; 2025Q1: 2,579 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,313 shares; 2026Q2: 2,314 shares 2,314 $262K 0.16% +1 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 5,798 shares; 2026Q2: 5,558 shares 5,558 $247K 0.15% -240 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION 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: 3,234 shares; 2025Q4: 3,256 shares; 2026Q1: 3,282 shares; 2026Q2: 3,305 shares 3,305 $247K 0.15% +23 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 5,007 shares; 2025Q4: 5,007 shares; 2026Q1: 5,013 shares; 2026Q2: 5,018 shares 5,018 $244K 0.15% +5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $239K 0.15% new Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,026 shares; 2026Q1: not reported; 2026Q2: 1,723 shares 1,723 $226K 0.14% new 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: not loaded; 2024Q4: 4,219 shares; 2025Q1: 4,228 shares; 2025Q2: 4,239 shares; 2025Q3: 4,563 shares; 2025Q4: 4,577 shares; 2026Q1: 3,929 shares; 2026Q2: 3,941 shares 3,941 $223K 0.14% +12 Timeline XSLV 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: 5,714 shares; 2025Q1: 5,714 shares; 2025Q2: 5,669 shares; 2025Q3: 5,643 shares; 2025Q4: 5,375 shares; 2026Q1: 4,691 shares; 2026Q2: 4,076 shares 4,076 $214K 0.13% -615 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $212K 0.13% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,526 shares; 2025Q1: 2,530 shares; 2025Q2: 2,450 shares; 2025Q3: 2,370 shares; 2025Q4: 2,271 shares; 2026Q1: 1,893 shares; 2026Q2: 1,859 shares 1,859 $211K 0.13% -34 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: 2,156 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 2,156 shares 2,156 $207K 0.13% 0 Timeline VONV 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: 2,916 shares; 2025Q1: 2,922 shares; 2025Q2: 2,404 shares; 2025Q3: 2,407 shares; 2025Q4: 2,411 shares; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $206K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: not reported; 2026Q2: 406 shares 406 $203K 0.13% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $73.3K 0.05% 0 Timeline