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: 16,201 shares; 2024Q4: 16,201 shares; 2025Q1: 662,597 shares; 2025Q2: 570,898 shares; 2025Q3: 25,610 shares; 2025Q4: 22,057 shares; 2026Q1: 2,846,109 shares; 2026Q2: 2,889,469 shares 2,889,469 $630M 22.38% +43,360 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: 5,667,538 shares; 2024Q4: 5,686,390 shares; 2025Q1: 5,609,283 shares; 2025Q2: 5,619,451 shares; 2025Q3: 5,548,233 shares; 2025Q4: 5,246,097 shares; 2026Q1: 5,180,692 shares; 2026Q2: 5,220,224 shares 5,220,224 $358M 12.72% +39,532 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,580,986 shares; 2024Q4: 4,566,220 shares; 2025Q1: 4,414,763 shares; 2025Q2: 4,330,816 shares; 2025Q3: 4,341,532 shares; 2025Q4: 2,974,100 shares; 2026Q1: 2,964,878 shares; 2026Q2: 2,738,511 shares 2,738,511 $271M 9.63% -226,367 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: 219,871 shares; 2024Q4: 219,070 shares; 2025Q1: 210,208 shares; 2025Q2: 2,036,770 shares; 2025Q3: 2,004,327 shares; 2025Q4: 2,203,687 shares; 2026Q1: 2,154,493 shares; 2026Q2: 2,123,908 shares 2,123,908 $205M 7.29% -30,585 Timeline AQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,606,770 shares; 2025Q1: 6,878,305 shares; 2025Q2: 6,615,272 shares; 2025Q3: 6,579,996 shares; 2025Q4: 6,587,477 shares; 2026Q1: 6,657,001 shares; 2026Q2: 6,457,853 shares 6,457,853 $204M 7.24% -199,148 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: 42,742 shares; 2024Q4: 43,795 shares; 2025Q1: 43,270 shares; 2025Q2: 48,465 shares; 2025Q3: 2,155,404 shares; 2025Q4: 2,208,783 shares; 2026Q1: 2,173,077 shares; 2026Q2: 2,123,972 shares 2,123,972 $176M 6.25% -49,105 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380,266 shares 380,266 $130M 4.63% new 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: 1,733,164 shares; 2024Q4: 1,696,331 shares; 2025Q1: 1,308,685 shares; 2025Q2: 1,305,513 shares; 2025Q3: 1,514,480 shares; 2025Q4: 1,590,672 shares; 2026Q1: 312,246 shares; 2026Q2: 1,296,527 shares 1,296,527 $112M 3.97% +984,281 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029,744 shares; 2024Q4: 672,320 shares; 2025Q1: 897,841 shares; 2025Q2: 1,009,163 shares; 2025Q3: 859,516 shares; 2025Q4: 1,006,925 shares; 2026Q1: 1,121,568 shares; 2026Q2: 1,026,567 shares 1,026,567 $103M 3.67% -95,001 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: 116,537 shares; 2024Q4: 118,732 shares; 2025Q1: 122,592 shares; 2025Q2: 122,339 shares; 2025Q3: 123,805 shares; 2025Q4: 122,312 shares; 2026Q1: 117,178 shares; 2026Q2: 117,337 shares 117,337 $87.9M 3.12% +159 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: 130,169 shares; 2024Q4: 131,422 shares; 2025Q1: 149,220 shares; 2025Q2: 143,932 shares; 2025Q3: 138,741 shares; 2025Q4: 135,570 shares; 2026Q1: 132,975 shares; 2026Q2: 134,282 shares 134,282 $49.7M 1.77% +1,307 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,020,000 shares; 2025Q1: 16,100,000 shares; 2025Q2: 17,242,857 shares; 2025Q3: 17,242,857 shares; 2025Q4: 17,242,857 shares; 2026Q1: 17,242,857 shares; 2026Q2: 17,242,857 shares 17,242,857 $39.3M 1.4% 0 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: 885,803 shares; 2024Q4: 879,575 shares; 2025Q1: 861,326 shares; 2025Q2: 829,150 shares; 2025Q3: 796,746 shares; 2025Q4: 708,272 shares; 2026Q1: 330,343 shares; 2026Q2: 329,446 shares 329,446 $35.5M 1.26% -897 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: 437,331 shares; 2024Q4: 431,614 shares; 2025Q1: 414,759 shares; 2025Q2: 421,090 shares; 2025Q3: 419,114 shares; 2025Q4: 411,536 shares; 2026Q1: 403,190 shares; 2026Q2: 403,837 shares 403,837 $28.8M 1.02% +647 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: 27,522 shares; 2024Q4: 27,049 shares; 2025Q1: 26,871 shares; 2025Q2: 37,269 shares; 2025Q3: 37,876 shares; 2025Q4: 36,358 shares; 2026Q1: 36,415 shares; 2026Q2: 35,453 shares 35,453 $24.3M 0.87% -962 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: 108,534 shares; 2024Q4: 59,750 shares; 2025Q1: 67,195 shares; 2025Q2: 38,733 shares; 2025Q3: 50,843 shares; 2025Q4: 69,165 shares; 2026Q1: 69,294 shares; 2026Q2: 77,509 shares 77,509 $22.4M 0.8% +8,215 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 225,795 shares; 2025Q3: 209,112 shares; 2025Q4: 189,189 shares; 2026Q1: 180,169 shares; 2026Q2: 180,082 shares 180,082 $19.1M 0.68% -87 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,692 shares; 2024Q4: 48,839 shares; 2025Q1: 48,965 shares; 2025Q2: 49,094 shares; 2025Q3: 49,216 shares; 2025Q4: 46,785 shares; 2026Q1: 43,843 shares; 2026Q2: 43,941 shares 43,941 $18.7M 0.67% +98 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: 735,862 shares; 2024Q4: 75,064 shares; 2025Q1: 74,393 shares; 2025Q2: 70,252 shares; 2025Q3: 66,487 shares; 2025Q4: 58,303 shares; 2026Q1: 55,482 shares; 2026Q2: 55,711 shares 55,711 $12.2M 0.43% +229 Timeline SPTM 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: 156,102 shares; 2024Q4: 156,122 shares; 2025Q1: 154,654 shares; 2025Q2: 150,742 shares; 2025Q3: 148,492 shares; 2025Q4: 141,143 shares; 2026Q1: 137,544 shares; 2026Q2: 124,550 shares 124,550 $11.3M 0.4% -12,994 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138,941 shares 138,941 $10.5M 0.37% 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: 1,229,413 shares; 2024Q4: 1,205,967 shares; 2025Q1: 1,168,454 shares; 2025Q2: 604,047 shares; 2025Q3: 123,658 shares; 2025Q4: 35,967 shares; 2026Q1: 31,089 shares; 2026Q2: 29,665 shares 29,665 $10.2M 0.36% -1,424 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,000 shares; 2024Q4: 72,777 shares; 2025Q1: 78,772 shares; 2025Q2: 79,197 shares; 2025Q3: 197,914 shares; 2025Q4: 276,815 shares; 2026Q1: 413,945 shares; 2026Q2: 397,242 shares 397,242 $9.63M 0.34% -16,703 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,539 shares; 2024Q4: 112,037 shares; 2025Q1: 112,027 shares; 2025Q2: 112,027 shares; 2025Q3: 112,027 shares; 2025Q4: 112,028 shares; 2026Q1: 112,028 shares; 2026Q2: 112,010 shares 112,010 $9.38M 0.33% -18 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: 51,550 shares; 2024Q4: 24,462 shares; 2025Q1: 23,720 shares; 2025Q2: 33,947 shares; 2025Q3: 31,095 shares; 2025Q4: 33,540 shares; 2026Q1: 28,926 shares; 2026Q2: 46,379 shares 46,379 $9.28M 0.33% +17,453 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,248 shares; 2025Q4: 89,248 shares; 2026Q1: 89,248 shares; 2026Q2: 89,248 shares 89,248 $7.67M 0.27% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,246 shares; 2024Q4: 65,246 shares; 2025Q1: 159,946 shares; 2025Q2: 185,607 shares; 2025Q3: 185,531 shares; 2025Q4: 184,812 shares; 2026Q1: 182,816 shares; 2026Q2: 181,149 shares 181,149 $7.67M 0.27% -1,667 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: 1,780 shares; 2024Q4: 1,697 shares; 2025Q1: 2,645 shares; 2025Q2: 2,170 shares; 2025Q3: 11,227 shares; 2025Q4: 11,384 shares; 2026Q1: 10,861 shares; 2026Q2: 9,928 shares 9,928 $7.41M 0.26% -933 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: 57,619 shares; 2024Q4: 57,619 shares; 2025Q1: 131,411 shares; 2025Q2: 131,411 shares; 2025Q3: 131,411 shares; 2025Q4: 131,411 shares; 2026Q1: 131,411 shares; 2026Q2: 131,411 shares 131,411 $6.48M 0.23% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,526 shares; 2024Q4: 50,644 shares; 2025Q1: 47,779 shares; 2025Q2: 88,466 shares; 2025Q3: 83,756 shares; 2025Q4: 75,007 shares; 2026Q1: 77,593 shares; 2026Q2: 72,889 shares 72,889 $6.24M 0.22% -4,704 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,616 shares; 2025Q3: 4,042 shares; 2025Q4: 4,299 shares; 2026Q1: 4,101 shares; 2026Q2: 5,001 shares 5,001 $6M 0.21% +900 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: 3,234 shares; 2024Q4: 3,900 shares; 2025Q1: 3,817 shares; 2025Q2: 5,932 shares; 2025Q3: 5,717 shares; 2025Q4: 9,701 shares; 2026Q1: 9,360 shares; 2026Q2: 12,081 shares 12,081 $5.77M 0.21% +2,721 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,397,312 shares; 2024Q4: 144,872 shares; 2025Q1: 157,133 shares; 2025Q2: 155,666 shares; 2025Q3: 147,604 shares; 2025Q4: 122,957 shares; 2026Q1: 116,612 shares; 2026Q2: 112,722 shares 112,722 $5.59M 0.2% -3,890 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: 9,077 shares; 2024Q4: 3,806 shares; 2025Q1: 6,384 shares; 2025Q2: 6,191 shares; 2025Q3: 9,340 shares; 2025Q4: 11,097 shares; 2026Q1: 11,132 shares; 2026Q2: 14,618 shares 14,618 $5.45M 0.19% +3,486 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: 50,263 shares; 2024Q4: 46,776 shares; 2025Q1: 33,069 shares; 2025Q2: 34,672 shares; 2025Q3: 34,675 shares; 2025Q4: 37,597 shares; 2026Q1: 35,485 shares; 2026Q2: 32,674 shares 32,674 $5.11M 0.18% -2,811 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: 28,971 shares; 2024Q4: 8,296 shares; 2025Q1: 8,275 shares; 2025Q2: 11,387 shares; 2025Q3: 12,460 shares; 2025Q4: 18,856 shares; 2026Q1: 18,042 shares; 2026Q2: 21,235 shares 21,235 $5.06M 0.18% +3,193 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: 1,410 shares; 2024Q4: 1,364 shares; 2025Q1: 17,079 shares; 2025Q2: 17,079 shares; 2025Q3: 17,079 shares; 2025Q4: 17,079 shares; 2026Q1: 17,016 shares; 2026Q2: 15,992 shares 15,992 $4.85M 0.17% -1,024 Timeline SPYM 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: 53,847 shares; 2024Q4: 50,817 shares; 2025Q1: 50,817 shares; 2025Q2: 50,817 shares; 2025Q3: 52,140 shares; 2025Q4: 51,252 shares; 2026Q1: 51,067 shares; 2026Q2: 51,067 shares 51,067 $4.49M 0.16% 0 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: 9,840 shares; 2024Q4: 4,140 shares; 2025Q1: 3,922 shares; 2025Q2: 4,502 shares; 2025Q3: 3,803 shares; 2025Q4: 7,215 shares; 2026Q1: 7,302 shares; 2026Q2: 11,476 shares 11,476 $4.05M 0.14% +4,174 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 reported; 2024Q4: not reported; 2025Q1: 41,439 shares; 2025Q2: 41,439 shares; 2025Q3: 41,439 shares; 2025Q4: 41,439 shares; 2026Q1: 41,439 shares; 2026Q2: 41,439 shares 41,439 $3.95M 0.14% 0 Timeline VXF 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: 15,375 shares; 2024Q4: 15,375 shares; 2025Q1: 15,375 shares; 2025Q2: 15,375 shares; 2025Q3: 15,375 shares; 2025Q4: 15,375 shares; 2026Q1: 15,375 shares; 2026Q2: 15,375 shares 15,375 $3.79M 0.13% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 3,482 shares; 2025Q1: 2,447 shares; 2025Q2: 4,629 shares; 2025Q3: 4,981 shares; 2025Q4: 6,351 shares; 2026Q1: 6,321 shares; 2026Q2: 9,094 shares 9,094 $3.44M 0.12% +2,773 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: 1,618 shares; 2024Q4: 1,768 shares; 2025Q1: 4,959 shares; 2025Q2: 3,118 shares; 2025Q3: 2,798 shares; 2025Q4: 3,066 shares; 2026Q1: 2,761 shares; 2026Q2: 9,026 shares 9,026 $3.23M 0.11% +6,265 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: 2,994 shares; 2024Q4: 2,995 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 4,298 shares; 2025Q4: 4,330 shares; 2026Q1: 4,414 shares; 2026Q2: 4,330 shares 4,330 $3.19M 0.11% -84 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,098 shares; 2024Q4: 5,056 shares; 2025Q1: 10,309 shares; 2025Q2: 10,309 shares; 2025Q3: 10,309 shares; 2025Q4: 10,309 shares; 2026Q1: 10,225 shares; 2026Q2: 39,248 shares 39,248 $3.16M 0.11% +29,023 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,389 shares; 2025Q4: 10,389 shares; 2026Q1: 10,389 shares; 2026Q2: 10,389 shares 10,389 $3.15M 0.11% 0 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: 12,974 shares; 2024Q4: 12,969 shares; 2025Q1: 17,140 shares; 2025Q2: 22,259 shares; 2025Q3: 22,301 shares; 2025Q4: 21,225 shares; 2026Q1: 18,889 shares; 2026Q2: 18,889 shares 18,889 $2.8M 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,560 shares; 2024Q4: 3,398 shares; 2025Q1: 3,180 shares; 2025Q2: 3,022 shares; 2025Q3: 2,829 shares; 2025Q4: 3,267 shares; 2026Q1: 3,254 shares; 2026Q2: 4,906 shares 4,906 $2.76M 0.1% +1,652 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 reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,619 shares; 2025Q4: 5,619 shares; 2026Q1: 5,535 shares; 2026Q2: 22,140 shares 22,140 $2.75M 0.1% +16,605 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 reported; 2024Q4: not reported; 2025Q1: 23,817 shares; 2025Q2: 23,817 shares; 2025Q3: 23,817 shares; 2025Q4: 23,817 shares; 2026Q1: 23,495 shares; 2026Q2: 46,990 shares 46,990 $2.64M 0.09% +23,495 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: 1,148 shares; 2024Q4: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 81,459 shares; 2025Q3: 81,459 shares; 2025Q4: 81,459 shares; 2026Q1: 81,459 shares; 2026Q2: 81,459 shares 81,459 $2.58M 0.09% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,494 shares; 2024Q4: 95,989 shares; 2025Q1: 61,487 shares; 2025Q2: 64,150 shares; 2025Q3: 61,783 shares; 2025Q4: 59,992 shares; 2026Q1: 60,085 shares; 2026Q2: 55,809 shares 55,809 $2.31M 0.08% -4,276 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: 1,452 shares; 2024Q4: 1,696 shares; 2025Q1: 3,532 shares; 2025Q2: 2,641 shares; 2025Q3: 6,690 shares; 2025Q4: 7,250 shares; 2026Q1: 6,709 shares; 2026Q2: 6,541 shares 6,541 $2.31M 0.08% -168 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,498 shares; 2024Q4: 95,352 shares; 2025Q1: 43,592 shares; 2025Q2: 55,038 shares; 2025Q3: 56,527 shares; 2025Q4: 35,677 shares; 2026Q1: 36,652 shares; 2026Q2: 31,086 shares 31,086 $2.28M 0.08% -5,566 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 9,076 shares; 2026Q2: 10,597 shares 10,597 $2.25M 0.08% +1,521 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: 28,493 shares; 2024Q4: 20,408 shares; 2025Q1: 70,629 shares; 2025Q2: 20,149 shares; 2025Q3: 20,543 shares; 2025Q4: 21,756 shares; 2026Q1: 21,648 shares; 2026Q2: 25,853 shares 25,853 $2.1M 0.07% +4,205 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 1,978 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares; 2026Q2: 4,685 shares 4,685 $2.05M 0.07% -1,252 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,193 shares; 2024Q4: 22,617 shares; 2025Q1: 21,211 shares; 2025Q2: 21,151 shares; 2025Q3: 21,066 shares; 2025Q4: 16,549 shares; 2026Q1: 16,780 shares; 2026Q2: 16,382 shares 16,382 $1.97M 0.07% -398 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 842 shares; 2025Q2: 1,563 shares; 2025Q3: 2,107 shares; 2025Q4: 4,558 shares; 2026Q1: 4,756 shares; 2026Q2: 4,352 shares 4,352 $1.81M 0.06% -404 Timeline VT 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: 17,623 shares; 2024Q4: 17,746 shares; 2025Q1: 17,511 shares; 2025Q2: 17,860 shares; 2025Q3: 19,894 shares; 2025Q4: 10,960 shares; 2026Q1: 11,028 shares; 2026Q2: 11,130 shares 11,130 $1.75M 0.06% +102 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: 17,018 shares; 2024Q4: 10,469 shares; 2025Q1: 10,142 shares; 2025Q2: 9,768 shares; 2025Q3: 9,880 shares; 2025Q4: 9,795 shares; 2026Q1: 8,885 shares; 2026Q2: 9,509 shares 9,509 $1.72M 0.06% +624 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: 15,240 shares; 2024Q4: 15,219 shares; 2025Q1: 15,219 shares; 2025Q2: 15,219 shares; 2025Q3: 15,824 shares; 2025Q4: 31,878 shares; 2026Q1: 48,201 shares; 2026Q2: 31,543 shares 31,543 $1.68M 0.06% -16,658 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 535 shares; 2026Q2: 978 shares 978 $1.66M 0.06% +443 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: 10,842 shares; 2024Q4: 5,520 shares; 2025Q1: 5,009 shares; 2025Q2: 5,383 shares; 2025Q3: 5,647 shares; 2025Q4: 5,793 shares; 2026Q1: 5,732 shares; 2026Q2: 6,466 shares 6,466 $1.63M 0.06% +734 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: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 582 shares; 2025Q4: 878 shares; 2026Q1: 1,231 shares; 2026Q2: 3,154 shares 3,154 $1.62M 0.06% +1,923 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares; 2026Q2: 3,868 shares 3,868 $1.58M 0.06% 0 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: 7,748 shares; 2024Q4: 5,632 shares; 2025Q1: 4,833 shares; 2025Q2: 4,567 shares; 2025Q3: 6,474 shares; 2025Q4: 6,162 shares; 2026Q1: 9,720 shares; 2026Q2: 6,063 shares 6,063 $1.54M 0.05% -3,657 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: 20,952 shares; 2024Q4: 20,952 shares; 2025Q1: 20,661 shares; 2025Q2: 20,661 shares; 2025Q3: 20,661 shares; 2025Q4: 17,601 shares; 2026Q1: 11,972 shares; 2026Q2: 11,972 shares 11,972 $1.53M 0.05% 0 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: 1,155 shares; 2024Q4: 1,325 shares; 2025Q1: 1,356 shares; 2025Q2: 2,571 shares; 2025Q3: 2,839 shares; 2025Q4: 2,870 shares; 2026Q1: 2,429 shares; 2026Q2: 3,569 shares 3,569 $1.5M 0.05% +1,140 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 503 shares; 2025Q4: 671 shares; 2026Q1: 412 shares; 2026Q2: 727 shares 727 $1.45M 0.05% +315 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: 19,774 shares; 2024Q4: 16,694 shares; 2025Q1: 16,582 shares; 2025Q2: 13,069 shares; 2025Q3: 11,911 shares; 2025Q4: 10,547 shares; 2026Q1: 9,675 shares; 2026Q2: 10,576 shares 10,576 $1.45M 0.05% +901 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 3,056 shares; 2025Q4: 3,001 shares; 2026Q1: 3,011 shares; 2026Q2: 2,250 shares 2,250 $1.31M 0.05% -761 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: 2,186 shares; 2024Q4: 1,793 shares; 2025Q1: 1,074 shares; 2025Q2: 1,887 shares; 2025Q3: 1,723 shares; 2025Q4: 1,686 shares; 2026Q1: 1,721 shares; 2026Q2: 3,799 shares 3,799 $1.3M 0.05% +2,078 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: 23,785 shares; 2024Q4: 23,175 shares; 2025Q1: 11,301 shares; 2025Q2: 11,439 shares; 2025Q3: 26,140 shares; 2025Q4: 22,620 shares; 2026Q1: 21,960 shares; 2026Q2: 21,826 shares 21,826 $1.3M 0.05% -134 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: 29,107 shares; 2024Q4: 29,107 shares; 2025Q1: 29,107 shares; 2025Q2: 29,107 shares; 2025Q3: 29,107 shares; 2025Q4: 29,107 shares; 2026Q1: 29,107 shares; 2026Q2: 29,107 shares 29,107 $1.29M 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,153 shares; 2024Q4: 4,648 shares; 2025Q1: 4,648 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 13,342 shares; 2026Q1: 12,637 shares; 2026Q2: 12,087 shares 12,087 $1.26M 0.04% -550 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 4,275 shares; 2026Q1: 4,507 shares; 2026Q2: 6,534 shares 6,534 $1.24M 0.04% +2,027 Timeline FNDF 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: 4,616 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 26,011 shares; 2025Q3: 26,453 shares; 2025Q4: 26,088 shares; 2026Q1: 26,011 shares; 2026Q2: 22,589 shares 22,589 $1.19M 0.04% -3,422 Timeline SPGI 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: 998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares; 2026Q2: 2,917 shares 2,917 $1.19M 0.04% +1,562 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 reported; 2024Q4: not reported; 2025Q1: 17,341 shares; 2025Q2: 17,341 shares; 2025Q3: 17,341 shares; 2025Q4: 17,341 shares; 2026Q1: 15,468 shares; 2026Q2: 15,468 shares 15,468 $1.17M 0.04% 0 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: 6,981 shares; 2024Q4: 6,981 shares; 2025Q1: 6,981 shares; 2025Q2: 18,967 shares; 2025Q3: 18,946 shares; 2025Q4: 18,901 shares; 2026Q1: 14,958 shares; 2026Q2: 14,958 shares 14,958 $1.15M 0.04% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,703 shares; 2025Q1: 45,255 shares; 2025Q2: 45,695 shares; 2025Q3: 46,134 shares; 2025Q4: 46,731 shares; 2026Q1: 47,020 shares; 2026Q2: 47,466 shares 47,466 $1.15M 0.04% +446 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: 8,801 shares; 2024Q4: 5,585 shares; 2025Q1: 4,848 shares; 2025Q2: 3,415 shares; 2025Q3: 7,131 shares; 2025Q4: 6,945 shares; 2026Q1: 6,395 shares; 2026Q2: 6,835 shares 6,835 $1.13M 0.04% +440 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: 13,859 shares; 2024Q4: 9,988 shares; 2025Q1: 9,489 shares; 2025Q2: 9,234 shares; 2025Q3: 8,830 shares; 2025Q4: 7,060 shares; 2026Q1: 6,745 shares; 2026Q2: 7,109 shares 7,109 $1.04M 0.04% +364 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 1,235 shares; 2026Q1: not reported; 2026Q2: 897 shares 897 $1.04M 0.04% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 4,745 shares; 2025Q3: 4,425 shares; 2025Q4: 4,623 shares; 2026Q1: 4,420 shares; 2026Q2: 6,063 shares 6,063 $1.03M 0.04% +1,643 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,243 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,120 shares; 2025Q3: 13,198 shares; 2025Q4: 11,325 shares; 2026Q1: 6,243 shares; 2026Q2: 6,243 shares 6,243 $1.03M 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 796 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,106 shares; 2026Q1: 1,862 shares; 2026Q2: 2,543 shares 2,543 $1.01M 0.04% +681 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,622 shares; 2025Q4: 15,622 shares; 2026Q1: 14,758 shares; 2026Q2: 14,758 shares 14,758 $997K 0.04% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,689 shares; 2025Q1: 4,683 shares; 2025Q2: 1,771 shares; 2025Q3: 2,209 shares; 2025Q4: 5,470 shares; 2026Q1: 6,108 shares; 2026Q2: 7,987 shares 7,987 $978K 0.03% +1,879 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 926 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 2,950 shares; 2026Q1: 5,658 shares; 2026Q2: 6,121 shares 6,121 $943K 0.03% +463 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: 9,242 shares; 2024Q4: 8,612 shares; 2025Q1: 7,967 shares; 2025Q2: 8,094 shares; 2025Q3: 8,048 shares; 2025Q4: 7,791 shares; 2026Q1: 8,000 shares; 2026Q2: 8,324 shares 8,324 $943K 0.03% +324 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,107 shares 2,107 $913K 0.03% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,051 shares; 2025Q1: 8,112 shares; 2025Q2: 22,103 shares; 2025Q3: 22,301 shares; 2025Q4: 22,645 shares; 2026Q1: 35,069 shares; 2026Q2: 35,460 shares 35,460 $895K 0.03% +391 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,769 shares; 2025Q4: 19,315 shares; 2026Q1: 16,373 shares; 2026Q2: 16,373 shares 16,373 $884K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 4,445 shares; 2026Q1: 4,437 shares; 2026Q2: 4,372 shares 4,372 $877K 0.03% -65 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,249 shares; 2024Q4: 23,249 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares; 2025Q3: 25,720 shares; 2025Q4: 23,249 shares; 2026Q1: 23,249 shares; 2026Q2: 23,249 shares 23,249 $855K 0.03% 0 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: 5,134 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,601 shares; 2025Q3: 2,788 shares; 2025Q4: 2,852 shares; 2026Q1: 2,587 shares; 2026Q2: 2,565 shares 2,565 $840K 0.03% -22 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,259 shares; 2024Q4: 10,409 shares; 2025Q1: 10,409 shares; 2025Q2: 10,485 shares; 2025Q3: 10,574 shares; 2025Q4: 10,521 shares; 2026Q1: 10,507 shares; 2026Q2: 11,540 shares 11,540 $830K 0.03% +1,033 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,044 shares; 2026Q2: 3,504 shares 3,504 $804K 0.03% +1,460 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,908 shares; 2025Q4: 12,908 shares; 2026Q1: 12,908 shares; 2026Q2: 12,908 shares 12,908 $803K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,811 shares; 2025Q2: 8,841 shares; 2025Q3: 8,941 shares; 2025Q4: 8,941 shares; 2026Q1: 8,871 shares; 2026Q2: 8,277 shares 8,277 $792K 0.03% -594 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: 3,320 shares; 2024Q4: 2,992 shares; 2025Q1: 6,298 shares; 2025Q2: 3,357 shares; 2025Q3: 3,407 shares; 2025Q4: 8,243 shares; 2026Q1: 3,316 shares; 2026Q2: 3,428 shares 3,428 $768K 0.03% +112 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares; 2026Q1: 30,510 shares; 2026Q2: 30,510 shares 30,510 $757K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 177 shares; 2025Q2: 152 shares; 2025Q3: 150 shares; 2025Q4: 175 shares; 2026Q1: 162 shares; 2026Q2: 4,195 shares 4,195 $748K 0.03% +4,033 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 10,863 shares; 2025Q2: 4,491 shares; 2025Q3: 4,624 shares; 2025Q4: 4,677 shares; 2026Q1: 4,749 shares; 2026Q2: 4,709 shares 4,709 $713K 0.03% -40 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: 9,384 shares; 2024Q4: 4,781 shares; 2025Q1: 7,912 shares; 2025Q2: 3,778 shares; 2025Q3: 5,310 shares; 2025Q4: 5,285 shares; 2026Q1: 5,208 shares; 2026Q2: 5,163 shares 5,163 $699K 0.02% -45 Timeline TFI 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: 2,238 shares; 2024Q4: 36,220 shares; 2025Q1: 2,747 shares; 2025Q2: 100,918 shares; 2025Q3: 142,282 shares; 2025Q4: 210,261 shares; 2026Q1: 38,989 shares; 2026Q2: 14,740 shares 14,740 $675K 0.02% -24,249 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,764 shares 3,764 $664K 0.02% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,713 shares; 2025Q3: 2,748 shares; 2025Q4: 7,477 shares; 2026Q1: 7,442 shares; 2026Q2: 7,255 shares 7,255 $657K 0.02% -187 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,232 shares 16,232 $654K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,153 shares; 2024Q4: 5,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,367 shares; 2025Q3: 4,118 shares; 2025Q4: 6,678 shares; 2026Q1: 7,067 shares; 2026Q2: 5,544 shares 5,544 $651K 0.02% -1,523 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 4,398 shares; 2025Q2: 1,519 shares; 2025Q3: 1,632 shares; 2025Q4: 1,762 shares; 2026Q1: 1,749 shares; 2026Q2: 1,921 shares 1,921 $650K 0.02% +172 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: 647 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 506 shares; 2025Q3: 381 shares; 2025Q4: 5,638 shares; 2026Q1: 8,709 shares; 2026Q2: 8,856 shares 8,856 $632K 0.02% +147 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 686 shares; 2025Q1: 3,686 shares; 2025Q2: 699 shares; 2025Q3: 686 shares; 2025Q4: 688 shares; 2026Q1: 449 shares; 2026Q2: 582 shares 582 $620K 0.02% +133 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,464 shares 16,464 $609K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares; 2026Q1: 6,724 shares; 2026Q2: 6,724 shares 6,724 $609K 0.02% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,200 shares; 2025Q3: 1,043 shares; 2025Q4: 1,079 shares; 2026Q1: 1,036 shares; 2026Q2: 1,199 shares 1,199 $600K 0.02% +163 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: 1,795 shares; 2024Q4: 236 shares; 2025Q1: 1,000 shares; 2025Q2: 267 shares; 2025Q3: 258 shares; 2025Q4: 276 shares; 2026Q1: 265 shares; 2026Q2: 640 shares 640 $599K 0.02% +375 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares; 2026Q2: 818 shares 818 $591K 0.02% -395 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,812 shares 10,812 $575K 0.02% new 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: 2,685 shares; 2024Q4: not reported; 2025Q1: 3,020 shares; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 1,939 shares; 2026Q1: 1,885 shares; 2026Q2: 2,029 shares 2,029 $548K 0.02% +144 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 420 shares; 2025Q4: 661 shares; 2026Q1: 1,764 shares; 2026Q2: 2,087 shares 2,087 $545K 0.02% +323 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: 6,226 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 3,083 shares; 2025Q3: 3,302 shares; 2025Q4: 3,141 shares; 2026Q1: 2,851 shares; 2026Q2: 3,697 shares 3,697 $542K 0.02% +846 Timeline FNDE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares; 2026Q1: 15,147 shares; 2026Q2: 13,530 shares 13,530 $537K 0.02% -1,617 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 reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 546 shares; 2025Q3: 645 shares; 2025Q4: 609 shares; 2026Q1: 776 shares; 2026Q2: 1,028 shares 1,028 $533K 0.02% +252 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: 5,382 shares; 2024Q4: 5,371 shares; 2025Q1: 5,345 shares; 2025Q2: 5,774 shares; 2025Q3: 5,024 shares; 2025Q4: 3,497 shares; 2026Q1: 3,497 shares; 2026Q2: 3,380 shares 3,380 $531K 0.02% -117 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 827 shares; 2026Q2: 1,027 shares 1,027 $529K 0.02% +200 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,481 shares; 2024Q4: 12,166 shares; 2025Q1: 12,166 shares; 2025Q2: 11,953 shares; 2025Q3: 11,766 shares; 2025Q4: 11,556 shares; 2026Q1: 11,163 shares; 2026Q2: 10,811 shares 10,811 $518K 0.02% -352 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares; 2026Q2: 11,090 shares 11,090 $507K 0.02% 0 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: 48,897 shares; 2024Q4: 36,411 shares; 2025Q1: 15,529 shares; 2025Q2: 14,071 shares; 2025Q3: 14,108 shares; 2025Q4: 12,547 shares; 2026Q1: 12,481 shares; 2026Q2: 10,582 shares 10,582 $505K 0.02% -1,899 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: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,644 shares; 2025Q2: 1,617 shares; 2025Q3: 1,909 shares; 2025Q4: 1,742 shares; 2026Q1: 1,830 shares; 2026Q2: 1,691 shares 1,691 $504K 0.02% -139 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,010 shares; 2025Q4: 1,171 shares; 2026Q1: 1,253 shares; 2026Q2: 1,256 shares 1,256 $499K 0.02% +3 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: 8,296 shares; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 7,013 shares; 2025Q3: 6,980 shares; 2025Q4: 7,412 shares; 2026Q1: 6,866 shares; 2026Q2: 5,489 shares 5,489 $498K 0.02% -1,377 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,682 shares; 2026Q1: 5,420 shares; 2026Q2: 6,067 shares 6,067 $479K 0.02% +647 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,580 shares 1,580 $477K 0.02% 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 1,133 shares; 2025Q3: 1,021 shares; 2025Q4: 1,205 shares; 2026Q1: 1,183 shares; 2026Q2: 1,710 shares 1,710 $465K 0.02% +527 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: 7,078 shares; 2024Q4: 21,234 shares; 2025Q1: 21,234 shares; 2025Q2: 15,426 shares; 2025Q3: 15,426 shares; 2025Q4: 15,426 shares; 2026Q1: 15,426 shares; 2026Q2: 15,426 shares 15,426 $447K 0.02% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares; 2026Q1: 9,377 shares; 2026Q2: 8,458 shares 8,458 $441K 0.02% -919 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 577 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,114 shares; 2026Q2: 1,104 shares 1,104 $427K 0.02% -10 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: 3,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,804 shares; 2025Q4: 3,828 shares; 2026Q1: 2,298 shares; 2026Q2: 2,214 shares 2,214 $420K 0.01% -84 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,945 shares; 2025Q4: 1,881 shares; 2026Q1: 1,635 shares; 2026Q2: 1,909 shares 1,909 $399K 0.01% +274 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 644 shares; 2026Q2: 778 shares 778 $382K 0.01% +134 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 742 shares; 2025Q4: 967 shares; 2026Q1: 941 shares; 2026Q2: 885 shares 885 $377K 0.01% -56 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 2,498 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $375K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,674 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 6,984 shares; 2025Q3: 9,250 shares; 2025Q4: 8,167 shares; 2026Q1: 5,013 shares; 2026Q2: 7,111 shares 7,111 $368K 0.01% +2,098 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares; 2026Q2: 1,437 shares 1,437 $362K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,288 shares; 2025Q2: 2,027 shares; 2025Q3: 2,414 shares; 2025Q4: 2,895 shares; 2026Q1: 2,883 shares; 2026Q2: 2,639 shares 2,639 $358K 0.01% -244 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,931 shares; 2024Q4: 25,781 shares; 2025Q1: 25,124 shares; 2025Q2: 24,253 shares; 2025Q3: 25,663 shares; 2025Q4: 21,814 shares; 2026Q1: 18,815 shares; 2026Q2: 6,906 shares 6,906 $348K 0.01% -11,909 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: 1,011 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 1,818 shares; 2026Q1: 2,328 shares; 2026Q2: 1,818 shares 1,818 $346K 0.01% -510 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares; 2026Q2: 6,550 shares 6,550 $328K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 19,871 shares; 2025Q3: 19,871 shares; 2025Q4: 19,871 shares; 2026Q1: 19,959 shares; 2026Q2: 2,343 shares 2,343 $327K 0.01% -17,616 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $315K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 302 shares; 2025Q4: 369 shares; 2026Q1: 365 shares; 2026Q2: 327 shares 327 $314K 0.01% -38 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $313K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $310K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares 134 $305K 0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 10,250 shares; 2025Q1: 10,149 shares; 2025Q2: 10,107 shares; 2025Q3: 8,063 shares; 2025Q4: 7,830 shares; 2026Q1: 7,540 shares; 2026Q2: 6,607 shares 6,607 $304K 0.01% -933 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares 4,035 $302K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,555 shares 2,555 $298K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 2,801 shares; 2026Q1: 2,687 shares; 2026Q2: 3,390 shares 3,390 $298K 0.01% +703 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: 3,910 shares; 2024Q4: 3,925 shares; 2025Q1: 3,069 shares; 2025Q2: 3,077 shares; 2025Q3: 3,086 shares; 2025Q4: 3,089 shares; 2026Q1: 3,099 shares; 2026Q2: 3,046 shares 3,046 $294K 0.01% -53 Timeline SPAB 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: 19,333 shares; 2024Q4: 19,388 shares; 2025Q1: 18,828 shares; 2025Q2: 19,143 shares; 2025Q3: 18,337 shares; 2025Q4: 12,908 shares; 2026Q1: 13,215 shares; 2026Q2: 11,494 shares 11,494 $293K 0.01% -1,721 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $288K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,298 shares 1,298 $284K 0.01% new 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: 3,703 shares; 2024Q4: 3,003 shares; 2025Q1: 2,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,163 shares 2,163 $278K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $272K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: not reported; 2025Q1: 1,409 shares; 2025Q2: 1,232 shares; 2025Q3: 1,278 shares; 2025Q4: not reported; 2026Q1: 1,167 shares; 2026Q2: 1,056 shares 1,056 $270K 0.01% -111 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,858 shares 2,858 $268K 0.01% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,465 shares 4,465 $264K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $256K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $252K 0.01% new Timeline BANK OF AMER CORP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $251K 0.01% 0 VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares; 2026Q2: 1,039 shares 1,039 $246K 0.01% -144 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 850 shares; 2025Q3: 1,043 shares; 2025Q4: 761 shares; 2026Q1: 828 shares; 2026Q2: 718 shares 718 $245K 0.01% -110 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $238K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,227 shares; 2025Q2: 1,067 shares; 2025Q3: 1,051 shares; 2025Q4: 1,001 shares; 2026Q1: 994 shares; 2026Q2: 1,406 shares 1,406 $236K 0.01% +412 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 2,000 shares 2,000 $225K 0.01% -17 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,766 shares; 2025Q4: 3,868 shares; 2026Q1: 3,359 shares; 2026Q2: 2,876 shares 2,876 $224K 0.01% -483 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 905 shares 905 $223K 0.01% new 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: 9,778 shares; 2024Q4: not reported; 2025Q1: 10,946 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $223K 0.01% new Timeline SPYG 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: 5,624 shares; 2024Q4: 5,625 shares; 2025Q1: 5,042 shares; 2025Q2: 4,920 shares; 2025Q3: 4,884 shares; 2025Q4: 2,482 shares; 2026Q1: not reported; 2026Q2: 1,865 shares 1,865 $222K 0.01% 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 reported; 2024Q4: 2,649 shares; 2025Q1: 3,763 shares; 2025Q2: 5,796 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,406 shares; 2026Q2: 2,279 shares 2,279 $219K 0.01% -2,127 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 1,578 shares 1,578 $217K 0.01% +704 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $215K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $214K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,263 shares; 2025Q3: 3,636 shares; 2025Q4: 3,446 shares; 2026Q1: 3,312 shares; 2026Q2: 2,880 shares 2,880 $208K 0.01% -432 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: 7,333 shares; 2024Q4: 5,050 shares; 2025Q1: 4,667 shares; 2025Q2: 4,177 shares; 2025Q3: 4,211 shares; 2025Q4: 3,811 shares; 2026Q1: 3,801 shares; 2026Q2: 3,583 shares 3,583 $207K 0.01% -218 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $190K 0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,462 shares; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares; 2026Q2: 2,462 shares 2,462 $188K 0.01% 0 Timeline PRF 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $172K 0.01% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,503 shares 6,503 $172K 0.01% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 11,922 shares; 2025Q4: 11,922 shares; 2026Q1: 11,922 shares; 2026Q2: 11,922 shares 11,922 $161K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,097 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,731 shares; 2026Q1: 3,731 shares; 2026Q2: 1,220 shares 1,220 $152K 0.01% -2,511 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $151K 0.01% 0 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: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $143K 0.01% 0 Timeline MRLN MERLIN INC More: the full row for MERLIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $142K 0.01% new 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: 13,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,268 shares; 2026Q1: 1,295 shares; 2026Q2: 2,454 shares 2,454 $140K <0.01% +1,159 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $140K <0.01% 0 Timeline RSPT 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: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $121K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $107K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,889 shares; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares; 2026Q2: 3,778 shares 3,778 $105K <0.01% 0 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: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 472 shares 472 $104K <0.01% -8 Timeline SPSM 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: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $82.2K <0.01% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $77.7K <0.01% 0 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $77.5K <0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,512 shares; 2025Q4: 11,371 shares; 2026Q1: 1,442 shares; 2026Q2: 1,436 shares 1,436 $76.8K <0.01% -6 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares 852 $75.4K <0.01% new 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: 783 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $69.1K <0.01% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112,000 shares 112,000 $62.7K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $55.6K <0.01% new Timeline XLY 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: 246 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $48.8K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,628 shares 21,628 $48.7K <0.01% new 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: 771 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 411 shares 411 $42.7K <0.01% -30 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,147 shares 10,147 $39.5K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 654 shares 654 $32.3K <0.01% 0 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,255 shares 1,255 $31.6K <0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $30.7K <0.01% 0 Timeline VPL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $27.8K <0.01% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $26.6K <0.01% new 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 9,671 shares; 2025Q2: 7,341 shares; 2025Q3: 4,995 shares; 2025Q4: 927 shares; 2026Q1: 1,137 shares; 2026Q2: 272 shares 272 $26.2K <0.01% -865 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $25.8K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $25.1K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $25.1K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 523 shares 523 $24.5K <0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $17.6K <0.01% new Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $16.6K <0.01% 0 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: 81,575 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $15.3K <0.01% 0 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $15.2K <0.01% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $14.9K <0.01% new 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: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,617 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $14.2K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $10.8K <0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $10.5K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 1,956 shares; 2025Q3: 297 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $10K <0.01% 0 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares 367 $9.37K <0.01% new Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $7.9K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $6.21K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $6.15K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $6.12K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $3.15K <0.01% new Timeline VSS 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.78K <0.01% 0 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $2.19K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $902 <0.01% 0 Timeline