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: 378,219 shares; 2024Q4: 381,800 shares; 2025Q1: 385,735 shares; 2025Q2: 372,042 shares; 2025Q3: 377,035 shares; 2025Q4: 380,128 shares; 2026Q1: 385,016 shares; 2026Q2: 387,417 shares 387,417 $133M 4.98% +2,401 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: 186,515 shares; 2024Q4: 190,115 shares; 2025Q1: 192,209 shares; 2025Q2: 171,809 shares; 2025Q3: 171,162 shares; 2025Q4: 174,093 shares; 2026Q1: 176,153 shares; 2026Q2: 180,681 shares 180,681 $133M 4.97% +4,528 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: 1,031,015 shares; 2024Q4: 1,071,011 shares; 2025Q1: 1,120,870 shares; 2025Q2: 1,118,333 shares; 2025Q3: 1,392,499 shares; 2025Q4: 1,656,784 shares; 2026Q1: 1,696,302 shares; 2026Q2: 1,742,550 shares 1,742,550 $112M 4.2% +46,248 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: 512,396 shares; 2024Q4: 507,272 shares; 2025Q1: 502,963 shares; 2025Q2: 505,601 shares; 2025Q3: 510,104 shares; 2025Q4: 538,326 shares; 2026Q1: 550,409 shares; 2026Q2: 552,268 shares 552,268 $111M 4.13% +1,859 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: 73,583 shares; 2024Q4: 76,525 shares; 2025Q1: 79,168 shares; 2025Q2: 97,469 shares; 2025Q3: 100,126 shares; 2025Q4: 101,896 shares; 2026Q1: 106,010 shares; 2026Q2: 110,359 shares 110,359 $82.6M 3.09% +4,349 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: 340,213 shares; 2024Q4: 337,510 shares; 2025Q1: 338,525 shares; 2025Q2: 335,741 shares; 2025Q3: 345,778 shares; 2025Q4: 354,814 shares; 2026Q1: 365,327 shares; 2026Q2: 377,237 shares 377,237 $80.3M 3% +11,910 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: 280,288 shares; 2024Q4: 289,870 shares; 2025Q1: 292,777 shares; 2025Q2: 299,135 shares; 2025Q3: 310,498 shares; 2025Q4: 317,797 shares; 2026Q1: 326,377 shares; 2026Q2: 336,751 shares 336,751 $79.7M 2.98% +10,374 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: 211,486 shares; 2024Q4: 214,473 shares; 2025Q1: 215,538 shares; 2025Q2: 219,382 shares; 2025Q3: 221,391 shares; 2025Q4: 212,942 shares; 2026Q1: 209,133 shares; 2026Q2: 207,758 shares 207,758 $73.4M 2.74% -1,375 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: 474,160 shares; 2024Q4: 483,536 shares; 2025Q1: 475,234 shares; 2025Q2: 472,030 shares; 2025Q3: 486,840 shares; 2025Q4: 510,720 shares; 2026Q1: 537,037 shares; 2026Q2: 553,037 shares 553,037 $70.7M 2.64% +16,000 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: 242,165 shares; 2024Q4: 253,021 shares; 2025Q1: 257,559 shares; 2025Q2: 247,946 shares; 2025Q3: 273,151 shares; 2025Q4: 283,710 shares; 2026Q1: 299,357 shares; 2026Q2: 323,686 shares 323,686 $70.5M 2.64% +24,329 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: 575,754 shares; 2024Q4: 617,506 shares; 2025Q1: 642,863 shares; 2025Q2: 671,034 shares; 2025Q3: 716,628 shares; 2025Q4: 732,998 shares; 2026Q1: 750,934 shares; 2026Q2: 766,306 shares 766,306 $69.6M 2.6% +15,372 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: 215,217 shares; 2024Q4: 215,645 shares; 2025Q1: 217,893 shares; 2025Q2: 226,876 shares; 2025Q3: 230,010 shares; 2025Q4: 233,508 shares; 2026Q1: 239,283 shares; 2026Q2: 236,655 shares 236,655 $68.5M 2.56% -2,628 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,119 shares; 2024Q4: 321,897 shares; 2025Q1: 329,589 shares; 2025Q2: 322,077 shares; 2025Q3: 330,252 shares; 2025Q4: 318,956 shares; 2026Q1: 421,193 shares; 2026Q2: 425,390 shares 425,390 $67.2M 2.51% +4,197 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: 217,088 shares; 2024Q4: 221,879 shares; 2025Q1: 225,962 shares; 2025Q2: 235,304 shares; 2025Q3: 239,862 shares; 2025Q4: 244,874 shares; 2026Q1: 249,376 shares; 2026Q2: 250,931 shares 250,931 $59.8M 2.24% +1,555 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: 387,114 shares; 2024Q4: 400,030 shares; 2025Q1: 407,277 shares; 2025Q2: 403,403 shares; 2025Q3: 417,295 shares; 2025Q4: 434,944 shares; 2026Q1: 448,627 shares; 2026Q2: 454,381 shares 454,381 $54.1M 2.02% +5,754 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: 123,329 shares; 2024Q4: 124,243 shares; 2025Q1: 126,174 shares; 2025Q2: 132,761 shares; 2025Q3: 134,456 shares; 2025Q4: 138,715 shares; 2026Q1: 139,575 shares; 2026Q2: 141,059 shares 141,059 $52.6M 1.97% +1,484 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,741 shares; 2025Q4: 387,052 shares; 2026Q1: 491,217 shares; 2026Q2: 458,287 shares 458,287 $49.1M 1.84% -32,930 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: 230,304 shares; 2025Q1: 228,244 shares; 2025Q2: 257,913 shares; 2025Q3: 261,291 shares; 2025Q4: 265,376 shares; 2026Q1: 274,390 shares; 2026Q2: 277,261 shares 277,261 $47.1M 1.76% +2,871 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: 113,534 shares; 2024Q4: 116,316 shares; 2025Q1: 118,905 shares; 2025Q2: 124,376 shares; 2025Q3: 127,189 shares; 2025Q4: 138,007 shares; 2026Q1: 141,275 shares; 2026Q2: 142,989 shares 142,989 $46.8M 1.75% +1,714 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,487 shares; 2024Q4: 4,487 shares; 2025Q1: 23,113 shares; 2025Q2: 32,253 shares; 2025Q3: 44,211 shares; 2025Q4: 48,933 shares; 2026Q1: 56,691 shares; 2026Q2: 58,815 shares 58,815 $44.9M 1.68% +2,124 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 267,862 shares 267,862 $43.3M 1.62% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475,171 shares 475,171 $42.8M 1.6% new 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: 39,973 shares; 2024Q4: 40,578 shares; 2025Q1: 41,231 shares; 2025Q2: 42,788 shares; 2025Q3: 43,685 shares; 2025Q4: 44,496 shares; 2026Q1: 45,254 shares; 2026Q2: 45,501 shares 45,501 $42.6M 1.59% +247 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: 87,061 shares; 2024Q4: 88,399 shares; 2025Q1: 89,855 shares; 2025Q2: 95,150 shares; 2025Q3: 97,595 shares; 2025Q4: 101,424 shares; 2026Q1: 105,009 shares; 2026Q2: 106,828 shares 106,828 $36.7M 1.37% +1,819 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,875 shares; 2024Q4: 76,625 shares; 2025Q1: 78,517 shares; 2025Q2: 86,307 shares; 2025Q3: 89,124 shares; 2025Q4: 91,998 shares; 2026Q1: 93,863 shares; 2026Q2: 95,631 shares 95,631 $35.4M 1.33% +1,768 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: 52,190 shares; 2024Q4: 54,827 shares; 2025Q1: 57,017 shares; 2025Q2: 70,586 shares; 2025Q3: 77,390 shares; 2025Q4: 78,427 shares; 2026Q1: 75,014 shares; 2026Q2: 69,802 shares 69,802 $34.9M 1.31% -5,212 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: 49,657 shares; 2024Q4: 50,942 shares; 2025Q1: 51,930 shares; 2025Q2: 53,367 shares; 2025Q3: 54,956 shares; 2025Q4: 57,103 shares; 2026Q1: 60,628 shares; 2026Q2: 61,745 shares 61,745 $34.8M 1.3% +1,117 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: 329,573 shares; 2024Q4: 341,576 shares; 2025Q1: 355,547 shares; 2025Q2: 383,394 shares; 2025Q3: 396,804 shares; 2025Q4: 408,615 shares; 2026Q1: 426,893 shares; 2026Q2: 434,466 shares 434,466 $31.4M 1.17% +7,573 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,104 shares; 2024Q4: 922,666 shares; 2025Q1: 1,065,811 shares; 2025Q2: 1,062,806 shares; 2025Q3: 1,126,660 shares; 2025Q4: 1,201,619 shares; 2026Q1: 1,250,806 shares; 2026Q2: 1,303,117 shares 1,303,117 $30.6M 1.14% +52,311 Timeline EFIV 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: 380,133 shares; 2024Q4: 380,305 shares; 2025Q1: 378,593 shares; 2025Q2: 379,823 shares; 2025Q3: 389,065 shares; 2025Q4: 394,279 shares; 2026Q1: 402,455 shares; 2026Q2: 403,748 shares 403,748 $29.4M 1.1% +1,293 Timeline KBWB 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: 316,019 shares 316,019 $29.4M 1.1% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 161,049 shares; 2025Q3: 180,844 shares; 2025Q4: 189,288 shares; 2026Q1: 190,110 shares; 2026Q2: 192,172 shares 192,172 $29.1M 1.09% +2,062 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: 43,806 shares; 2024Q4: 43,849 shares; 2025Q1: 43,734 shares; 2025Q2: 43,158 shares; 2025Q3: 43,564 shares; 2025Q4: 43,527 shares; 2026Q1: 42,492 shares; 2026Q2: 42,054 shares 42,054 $28.9M 1.08% -438 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: 40,688 shares; 2024Q4: 40,516 shares; 2025Q1: 40,082 shares; 2025Q2: 39,079 shares; 2025Q3: 38,904 shares; 2025Q4: 39,690 shares; 2026Q1: 39,108 shares; 2026Q2: 38,492 shares 38,492 $28.7M 1.07% -616 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: 36,069 shares; 2024Q4: 41,589 shares; 2025Q1: 45,083 shares; 2025Q2: 44,591 shares; 2025Q3: 46,205 shares; 2025Q4: 49,504 shares; 2026Q1: 51,851 shares; 2026Q2: 319,760 shares 319,760 $27.5M 1.03% +267,909 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: 819,769 shares; 2024Q4: 850,318 shares; 2025Q1: 900,351 shares; 2025Q2: 923,155 shares; 2025Q3: 954,127 shares; 2025Q4: 992,996 shares; 2026Q1: 1,054,382 shares; 2026Q2: 1,090,554 shares 1,090,554 $27.5M 1.03% +36,172 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: 5,173 shares; 2024Q4: 5,283 shares; 2025Q1: 5,363 shares; 2025Q2: 5,778 shares; 2025Q3: 5,907 shares; 2025Q4: 6,041 shares; 2026Q1: 6,145 shares; 2026Q2: 148,870 shares 148,870 $26.5M 0.99% +142,725 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,242 shares; 2024Q4: 68,734 shares; 2025Q1: 68,488 shares; 2025Q2: 76,846 shares; 2025Q3: 78,155 shares; 2025Q4: 80,317 shares; 2026Q1: 82,067 shares; 2026Q2: 82,820 shares 82,820 $26.3M 0.98% +753 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: 8,311 shares; 2025Q3: 9,176 shares; 2025Q4: 10,458 shares; 2026Q1: 12,034 shares; 2026Q2: 12,797 shares 12,797 $25.5M 0.95% +763 Timeline MMTM 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: 47,567 shares; 2024Q4: 59,251 shares; 2025Q1: 62,467 shares; 2025Q2: 64,409 shares; 2025Q3: 67,755 shares; 2025Q4: 72,494 shares; 2026Q1: 77,330 shares; 2026Q2: 80,057 shares 80,057 $25.1M 0.94% +2,727 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: 1,963 shares; 2024Q4: 2,043 shares; 2025Q1: 37,488 shares; 2025Q2: 46,317 shares; 2025Q3: 48,237 shares; 2025Q4: 52,204 shares; 2026Q1: 55,257 shares; 2026Q2: 56,535 shares 56,535 $21.4M 0.8% +1,278 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: 44,811 shares; 2024Q4: 44,567 shares; 2025Q1: 44,935 shares; 2025Q2: 50,727 shares; 2025Q3: 50,749 shares; 2025Q4: 51,275 shares; 2026Q1: 52,151 shares; 2026Q2: 53,230 shares 53,230 $19M 0.71% +1,079 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: 15,044 shares; 2025Q1: 15,441 shares; 2025Q2: 18,208 shares; 2025Q3: 18,840 shares; 2025Q4: 19,455 shares; 2026Q1: 19,842 shares; 2026Q2: 19,558 shares 19,558 $18.8M 0.7% -284 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,339 shares; 2024Q4: 537,362 shares; 2025Q1: 600,982 shares; 2025Q2: 633,631 shares; 2025Q3: 669,810 shares; 2025Q4: 716,024 shares; 2026Q1: 791,726 shares; 2026Q2: 829,783 shares 829,783 $18.4M 0.69% +38,057 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: 159,474 shares; 2024Q4: 162,750 shares; 2025Q1: 162,589 shares; 2025Q2: 170,926 shares; 2025Q3: 180,562 shares; 2025Q4: 193,015 shares; 2026Q1: 208,402 shares; 2026Q2: 218,293 shares 218,293 $18.3M 0.68% +9,891 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: 2,588 shares; 2024Q4: 12,249 shares; 2025Q1: 7,823 shares; 2025Q2: 7,835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,905 shares; 2026Q2: 549,648 shares 549,648 $17.4M 0.65% +541,743 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,882 shares; 2024Q4: 122,460 shares; 2025Q1: 124,561 shares; 2025Q2: 145,997 shares; 2025Q3: 155,882 shares; 2025Q4: 167,855 shares; 2026Q1: 182,319 shares; 2026Q2: 195,039 shares 195,039 $17.1M 0.64% +12,720 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,503 shares; 2024Q4: 127,841 shares; 2025Q1: 129,131 shares; 2025Q2: 138,461 shares; 2025Q3: 141,752 shares; 2025Q4: 144,531 shares; 2026Q1: 147,103 shares; 2026Q2: 138,592 shares 138,592 $17.1M 0.64% -8,511 Timeline IBHI 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: 14,863 shares; 2025Q2: 88,737 shares; 2025Q3: 218,677 shares; 2025Q4: 502,656 shares; 2026Q1: 652,314 shares; 2026Q2: 710,128 shares 710,128 $16.6M 0.62% +57,814 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: 55,355 shares; 2024Q4: 56,993 shares; 2025Q1: 56,744 shares; 2025Q2: 51,909 shares; 2025Q3: 60,303 shares; 2025Q4: 61,958 shares; 2026Q1: 65,393 shares; 2026Q2: 67,900 shares 67,900 $16.5M 0.62% +2,507 Timeline DGT 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: 64,144 shares; 2024Q4: 66,381 shares; 2025Q1: 66,517 shares; 2025Q2: 70,328 shares; 2025Q3: 74,515 shares; 2025Q4: 79,646 shares; 2026Q1: 84,562 shares; 2026Q2: 87,866 shares 87,866 $16.2M 0.61% +3,304 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525,151 shares; 2024Q4: 592,930 shares; 2025Q1: 604,931 shares; 2025Q2: 763,386 shares; 2025Q3: 753,318 shares; 2025Q4: 814,044 shares; 2026Q1: 875,993 shares; 2026Q2: 897,459 shares 897,459 $16.1M 0.6% +21,466 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: 274,285 shares; 2024Q4: 275,699 shares; 2025Q1: 275,611 shares; 2025Q2: 279,627 shares; 2025Q3: 288,483 shares; 2025Q4: 295,425 shares; 2026Q1: 302,891 shares; 2026Q2: 82,289 shares 82,289 $14.9M 0.56% -220,602 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,641 shares; 2024Q4: 84,541 shares; 2025Q1: 86,462 shares; 2025Q2: 103,684 shares; 2025Q3: 110,104 shares; 2025Q4: 116,726 shares; 2026Q1: 124,508 shares; 2026Q2: 122,580 shares 122,580 $14M 0.52% -1,928 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,625 shares; 2024Q4: 111,457 shares; 2025Q1: 110,975 shares; 2025Q2: 128,871 shares; 2025Q3: 133,767 shares; 2025Q4: 138,885 shares; 2026Q1: 147,235 shares; 2026Q2: 154,642 shares 154,642 $13.8M 0.51% +7,407 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 196,192 shares; 2025Q4: 193,874 shares; 2026Q1: 194,729 shares; 2026Q2: 170,923 shares 170,923 $13.5M 0.5% -23,806 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: 82,595 shares; 2024Q4: 85,624 shares; 2025Q1: 89,530 shares; 2025Q2: 106,443 shares; 2025Q3: 113,460 shares; 2025Q4: 122,816 shares; 2026Q1: 131,505 shares; 2026Q2: 140,045 shares 140,045 $13.4M 0.5% +8,540 Timeline IBDU 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: 14,706 shares; 2025Q2: 83,094 shares; 2025Q3: 133,204 shares; 2025Q4: 410,573 shares; 2026Q1: 503,946 shares; 2026Q2: 552,048 shares 552,048 $12.8M 0.48% +48,102 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,184 shares; 2024Q4: 446,327 shares; 2025Q1: 462,684 shares; 2025Q2: 516,655 shares; 2025Q3: 557,492 shares; 2025Q4: 613,371 shares; 2026Q1: 654,579 shares; 2026Q2: 664,980 shares 664,980 $12.3M 0.46% +10,401 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: 4,488 shares; 2024Q4: 4,629 shares; 2025Q1: 4,587 shares; 2025Q2: 5,092 shares; 2025Q3: 5,093 shares; 2025Q4: 5,034 shares; 2026Q1: 101,009 shares; 2026Q2: 107,934 shares 107,934 $12.2M 0.46% +6,925 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: 425,768 shares; 2024Q4: 447,902 shares; 2025Q1: 482,608 shares; 2025Q2: 435,120 shares; 2025Q3: 430,507 shares; 2025Q4: 451,747 shares; 2026Q1: 485,330 shares; 2026Q2: 489,313 shares 489,313 $11.2M 0.42% +3,983 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,613 shares; 2024Q4: 286,635 shares; 2025Q1: 286,337 shares; 2025Q2: 317,611 shares; 2025Q3: 331,457 shares; 2025Q4: 337,079 shares; 2026Q1: 346,219 shares; 2026Q2: 309,378 shares 309,378 $11M 0.41% -36,841 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,045 shares; 2024Q4: 431,778 shares; 2025Q1: 489,863 shares; 2025Q2: 445,589 shares; 2025Q3: 455,692 shares; 2025Q4: 477,694 shares; 2026Q1: 476,466 shares; 2026Q2: 471,122 shares 471,122 $10.7M 0.4% -5,344 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,794 shares; 2024Q4: 389,794 shares; 2025Q1: 396,609 shares; 2025Q2: 393,663 shares; 2025Q3: 404,827 shares; 2025Q4: 416,568 shares; 2026Q1: 428,700 shares; 2026Q2: 116,377 shares 116,377 $10.5M 0.39% -312,323 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: 142,897 shares; 2024Q4: 140,393 shares; 2025Q1: 138,510 shares; 2025Q2: 136,906 shares; 2025Q3: 136,370 shares; 2025Q4: 120,474 shares; 2026Q1: 122,954 shares; 2026Q2: 116,985 shares 116,985 $10.3M 0.38% -5,969 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,681 shares; 2024Q4: 68,103 shares; 2025Q1: 69,659 shares; 2025Q2: 74,261 shares; 2025Q3: 78,668 shares; 2025Q4: 79,781 shares; 2026Q1: 81,865 shares; 2026Q2: 29,754 shares 29,754 $9.37M 0.35% -52,111 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: 67,116 shares; 2024Q4: 68,153 shares; 2025Q1: 68,551 shares; 2025Q2: 32,588 shares; 2025Q3: 30,906 shares; 2025Q4: 29,538 shares; 2026Q1: 28,644 shares; 2026Q2: 113,010 shares 113,010 $9.11M 0.34% +84,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,470 shares; 2026Q2: 40,550 shares 40,550 $8.14M 0.3% +1,080 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,116 shares; 2024Q4: 84,652 shares; 2025Q1: 84,318 shares; 2025Q2: 81,786 shares; 2025Q3: 79,961 shares; 2025Q4: 74,075 shares; 2026Q1: 72,086 shares; 2026Q2: 70,907 shares 70,907 $7.82M 0.29% -1,179 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,907 shares; 2024Q4: 113,345 shares; 2025Q1: 113,259 shares; 2025Q2: 44,706 shares; 2025Q3: 43,551 shares; 2025Q4: 41,089 shares; 2026Q1: 39,958 shares; 2026Q2: 39,658 shares 39,658 $7.08M 0.26% -300 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: 230,775 shares; 2024Q4: 231,798 shares; 2025Q1: 233,982 shares; 2025Q2: 104,178 shares; 2025Q3: 46,488 shares; 2025Q4: 46,403 shares; 2026Q1: 44,117 shares; 2026Q2: 42,120 shares 42,120 $6.68M 0.25% -1,997 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,532 shares; 2026Q2: 18,932 shares 18,932 $5.8M 0.22% +3,400 Timeline IBTJ 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: 168,262 shares; 2026Q1: 222,819 shares; 2026Q2: 253,729 shares 253,729 $5.49M 0.21% +30,910 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares; 2026Q2: 11,271 shares 11,271 $4.12M 0.15% +2,683 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: 829 shares; 2024Q4: 832 shares; 2025Q1: 849 shares; 2025Q2: 898 shares; 2025Q3: 3,371 shares; 2025Q4: 3,378 shares; 2026Q1: 2,539 shares; 2026Q2: 2,906 shares 2,906 $3.49M 0.13% +367 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: 4,515 shares; 2024Q4: 4,335 shares; 2025Q1: 5,646 shares; 2025Q2: 4,701 shares; 2025Q3: 4,330 shares; 2025Q4: 4,543 shares; 2026Q1: 5,057 shares; 2026Q2: 6,946 shares 6,946 $2.57M 0.1% +1,889 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 4,987 shares; 2025Q1: 4,728 shares; 2025Q2: 4,481 shares; 2025Q3: 4,334 shares; 2025Q4: 4,090 shares; 2026Q1: 3,783 shares; 2026Q2: 3,427 shares 3,427 $2.41M 0.09% -356 Timeline XE X-ENERGY INC More: the full row for X-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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,010 shares 125,010 $2.3M 0.09% new 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: 11,461 shares; 2024Q4: 11,444 shares; 2025Q1: 11,367 shares; 2025Q2: 12,387 shares; 2025Q3: 12,438 shares; 2025Q4: 12,536 shares; 2026Q1: 12,777 shares; 2026Q2: 15,076 shares 15,076 $2.06M 0.08% +2,299 Timeline PSCT 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: 20,569 shares; 2024Q4: 20,569 shares; 2025Q1: 20,569 shares; 2025Q2: 20,569 shares; 2025Q3: 20,569 shares; 2025Q4: 20,569 shares; 2026Q1: 20,569 shares; 2026Q2: 20,569 shares 20,569 $1.9M 0.07% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,612 shares; 2024Q4: 16,713 shares; 2025Q1: 16,713 shares; 2025Q2: 16,811 shares; 2025Q3: 16,293 shares; 2025Q4: 16,233 shares; 2026Q1: 16,233 shares; 2026Q2: 16,076 shares 16,076 $1.88M 0.07% -157 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: 21,587 shares; 2024Q4: 22,617 shares; 2025Q1: 23,353 shares; 2025Q2: 6,149 shares; 2025Q3: 5,736 shares; 2025Q4: 5,592 shares; 2026Q1: 5,525 shares; 2026Q2: 5,503 shares 5,503 $1.65M 0.06% -22 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares; 2025Q3: 13,344 shares; 2025Q4: 13,344 shares; 2026Q1: 15,694 shares; 2026Q2: 15,574 shares 15,574 $1.58M 0.06% -120 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: 3,130 shares; 2024Q4: 3,195 shares; 2025Q1: 3,150 shares; 2025Q2: 3,136 shares; 2025Q3: 3,116 shares; 2025Q4: 3,158 shares; 2026Q1: 3,232 shares; 2026Q2: 12,730 shares 12,730 $1.58M 0.06% +9,498 Timeline SPYV 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: 29,403 shares; 2024Q4: 29,431 shares; 2025Q1: 28,551 shares; 2025Q2: 27,507 shares; 2025Q3: 26,515 shares; 2025Q4: 25,202 shares; 2026Q1: 25,254 shares; 2026Q2: 25,107 shares 25,107 $1.53M 0.06% -147 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: not reported; 2025Q4: 16,330 shares; 2026Q1: 16,330 shares; 2026Q2: 16,492 shares 16,492 $1.45M 0.05% +162 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: 33,053 shares; 2024Q4: 36,616 shares; 2025Q1: 31,752 shares; 2025Q2: 31,389 shares; 2025Q3: 30,762 shares; 2025Q4: 29,731 shares; 2026Q1: 27,562 shares; 2026Q2: 27,117 shares 27,117 $1.37M 0.05% -445 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: 89,046 shares; 2024Q4: 89,420 shares; 2025Q1: 90,202 shares; 2025Q2: 7,749 shares; 2025Q3: 8,032 shares; 2025Q4: 7,592 shares; 2026Q1: 7,597 shares; 2026Q2: 8,980 shares 8,980 $1.33M 0.05% +1,383 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: 5,584 shares; 2024Q4: 3,774 shares; 2025Q1: 3,275 shares; 2025Q2: 3,369 shares; 2025Q3: 3,089 shares; 2025Q4: 3,163 shares; 2026Q1: 2,956 shares; 2026Q2: 3,035 shares 3,035 $1.28M 0.05% +79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,307 shares; 2024Q4: 7,254 shares; 2025Q1: 6,815 shares; 2025Q2: 6,799 shares; 2025Q3: 6,769 shares; 2025Q4: 6,557 shares; 2026Q1: 6,531 shares; 2026Q2: 6,516 shares 6,516 $1.24M 0.05% -15 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 881 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,121 shares; 2026Q1: 1,151 shares; 2026Q2: 10,214 shares 10,214 $1.22M 0.05% +9,063 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 3,000 shares; 2025Q4: 3,093 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.18M 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,856 shares; 2026Q1: 3,416 shares; 2026Q2: 4,496 shares 4,496 $1.14M 0.04% +1,080 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,434 shares; 2024Q4: 7,436 shares; 2025Q1: 7,494 shares; 2025Q2: 7,301 shares; 2025Q3: 7,137 shares; 2025Q4: 6,903 shares; 2026Q1: 6,764 shares; 2026Q2: 6,765 shares 6,765 $1.11M 0.04% +1 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: 1,629 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 4,065 shares; 2025Q3: 4,118 shares; 2025Q4: 4,415 shares; 2026Q1: 4,406 shares; 2026Q2: 4,357 shares 4,357 $1.07M 0.04% -49 Timeline IUSG 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: 5,525 shares 5,525 $1.04M 0.04% new Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 12,000 shares; 2026Q2: 12,000 shares 12,000 $979K 0.04% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,859 shares; 2024Q4: 6,906 shares; 2025Q1: 6,869 shares; 2025Q2: 6,957 shares; 2025Q3: 13,829 shares; 2025Q4: 12,375 shares; 2026Q1: 11,099 shares; 2026Q2: 10,084 shares 10,084 $971K 0.04% -1,015 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: 20,143 shares; 2024Q4: 20,128 shares; 2025Q1: 20,117 shares; 2025Q2: 20,009 shares; 2025Q3: 19,711 shares; 2025Q4: 17,229 shares; 2026Q1: 16,095 shares; 2026Q2: 16,505 shares 16,505 $952K 0.04% +410 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,388 shares; 2024Q4: 201,924 shares; 2025Q1: 205,404 shares; 2025Q2: 216,584 shares; 2025Q3: 223,352 shares; 2025Q4: 227,877 shares; 2026Q1: 7,965 shares; 2026Q2: 7,394 shares 7,394 $870K 0.03% -571 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,964 shares; 2026Q2: 8,065 shares 8,065 $867K 0.03% -899 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,192 shares; 2024Q4: 57,192 shares; 2025Q1: 40,804 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares; 2026Q1: 24,416 shares; 2026Q2: 24,416 shares 24,416 $840K 0.03% 0 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: 8,964 shares; 2024Q4: 9,026 shares; 2025Q1: 9,960 shares; 2025Q2: 9,802 shares; 2025Q3: 10,518 shares; 2025Q4: 10,930 shares; 2026Q1: 14,460 shares; 2026Q2: 14,581 shares 14,581 $831K 0.03% +121 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 611 shares; 2025Q2: 607 shares; 2025Q3: 697 shares; 2025Q4: 708 shares; 2026Q1: 705 shares; 2026Q2: 778 shares 778 $829K 0.03% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,041 shares; 2025Q4: 3,047 shares; 2026Q1: 3,301 shares; 2026Q2: 3,370 shares 3,370 $817K 0.03% +69 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 11,638 shares; 2025Q1: 11,611 shares; 2025Q2: 11,598 shares; 2025Q3: 11,582 shares; 2025Q4: 11,682 shares; 2026Q1: 11,682 shares; 2026Q2: 11,731 shares 11,731 $801K 0.03% +49 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,274 shares 6,274 $783K 0.03% +24 Timeline IUSV 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: 7,036 shares 7,036 $775K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 610 shares; 2025Q4: 618 shares; 2026Q1: 687 shares; 2026Q2: 618 shares 618 $726K 0.03% -69 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,464 shares 8,464 $724K 0.03% new 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: 302 shares; 2024Q4: 285 shares; 2025Q1: 267 shares; 2025Q2: 257 shares; 2025Q3: 382 shares; 2025Q4: 4,067 shares; 2026Q1: 10,144 shares; 2026Q2: 10,112 shares 10,112 $722K 0.03% -32 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,463 shares; 2025Q1: 2,457 shares; 2025Q2: 2,356 shares; 2025Q3: 2,536 shares; 2025Q4: 2,620 shares; 2026Q1: 2,618 shares; 2026Q2: 2,841 shares 2,841 $706K 0.03% +223 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,045 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares; 2026Q2: 4,038 shares 4,038 $701K 0.03% -6 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 505 shares; 2025Q1: 479 shares; 2025Q2: 628 shares; 2025Q3: 637 shares; 2025Q4: 889 shares; 2026Q1: 905 shares; 2026Q2: 1,367 shares 1,367 $697K 0.03% +462 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 17,955 shares; 2025Q4: 14,955 shares; 2026Q1: 14,955 shares; 2026Q2: 14,067 shares 14,067 $647K 0.02% -888 Timeline SLYG 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: 6,472 shares; 2024Q4: 6,224 shares; 2025Q1: 6,178 shares; 2025Q2: 6,158 shares; 2025Q3: 5,917 shares; 2025Q4: 5,655 shares; 2026Q1: 5,557 shares; 2026Q2: 5,377 shares 5,377 $641K 0.02% -180 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,744 shares; 2024Q4: 51,350 shares; 2025Q1: 53,027 shares; 2025Q2: 2,535 shares; 2025Q3: 2,299 shares; 2025Q4: 2,196 shares; 2026Q1: 2,045 shares; 2026Q2: 1,984 shares 1,984 $577K 0.02% -61 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,605 shares; 2026Q2: 4,128 shares 4,128 $577K 0.02% -477 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,552 shares 1,552 $562K 0.02% -97 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: 2,131 shares; 2024Q4: 2,160 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 3,061 shares; 2026Q2: 2,061 shares 2,061 $561K 0.02% -1,000 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: 1,188 shares; 2025Q4: 1,052 shares; 2026Q1: 1,462 shares; 2026Q2: 1,495 shares 1,495 $559K 0.02% +33 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 5,281 shares; 2026Q2: 7,245 shares 7,245 $559K 0.02% +1,964 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $557K 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,584 shares; 2025Q3: 14,779 shares; 2025Q4: 14,929 shares; 2026Q1: 14,929 shares; 2026Q2: 14,929 shares 14,929 $543K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $526K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: 3,351 shares; 2025Q4: 3,567 shares; 2026Q1: 4,291 shares; 2026Q2: 4,462 shares 4,462 $524K 0.02% +171 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: 3,115 shares; 2024Q4: 3,721 shares; 2025Q1: 3,635 shares; 2025Q2: 4,450 shares; 2025Q3: 4,131 shares; 2025Q4: 4,340 shares; 2026Q1: 4,302 shares; 2026Q2: 4,049 shares 4,049 $520K 0.02% -253 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,326 shares; 2025Q2: 1,366 shares; 2025Q3: 1,490 shares; 2025Q4: 1,595 shares; 2026Q1: 1,502 shares; 2026Q2: 1,797 shares 1,797 $505K 0.02% +295 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares 2,245 $500K 0.02% 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: 11,358 shares; 2024Q4: 11,131 shares; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares; 2025Q4: 9,179 shares; 2026Q1: 10,005 shares; 2026Q2: 9,562 shares 9,562 $495K 0.02% -443 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: 660 shares; 2026Q2: 674 shares 674 $487K 0.02% +14 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 reported; 2024Q4: 18,069 shares; 2025Q1: 16,007 shares; 2025Q2: 16,461 shares; 2025Q3: 16,483 shares; 2025Q4: 16,507 shares; 2026Q1: 16,525 shares; 2026Q2: 16,544 shares 16,544 $479K 0.02% +19 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 848 shares 848 $475K 0.02% new Timeline QTEC 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: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419 $475K 0.02% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,743 shares; 2024Q4: 10,743 shares; 2025Q1: 36,906 shares; 2025Q2: 36,906 shares; 2025Q3: 26,906 shares; 2025Q4: 22,056 shares; 2026Q1: 22,056 shares; 2026Q2: 22,056 shares 22,056 $472K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,544 shares; 2025Q4: 3,578 shares; 2026Q1: 3,114 shares; 2026Q2: 2,834 shares 2,834 $470K 0.02% -280 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: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: 1,730 shares; 2025Q3: 1,790 shares; 2025Q4: 1,852 shares; 2026Q1: 1,820 shares; 2026Q2: 1,839 shares 1,839 $463K 0.02% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,158 shares; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,170 shares; 2025Q4: 1,159 shares; 2026Q1: 2,123 shares; 2026Q2: 2,060 shares 2,060 $446K 0.02% -63 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: 1,355 shares; 2024Q4: 1,509 shares; 2025Q1: 1,589 shares; 2025Q2: 1,769 shares; 2025Q3: 2,918 shares; 2025Q4: 1,640 shares; 2026Q1: 3,250 shares; 2026Q2: 3,274 shares 3,274 $443K 0.02% +24 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,081 shares; 2025Q3: 19,081 shares; 2025Q4: 19,081 shares; 2026Q1: 19,081 shares; 2026Q2: 19,081 shares 19,081 $443K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,072 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,952 shares 1,952 $443K 0.02% -22 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: 5,180 shares; 2024Q4: 18,304 shares; 2025Q1: 15,397 shares; 2025Q2: 15,184 shares; 2025Q3: 15,185 shares; 2025Q4: 15,718 shares; 2026Q1: 15,842 shares; 2026Q2: 14,717 shares 14,717 $433K 0.02% -1,125 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,978 shares; 2024Q4: 445,319 shares; 2025Q1: 457,758 shares; 2025Q2: 483,679 shares; 2025Q3: 122,959 shares; 2025Q4: 13,090 shares; 2026Q1: 12,190 shares; 2026Q2: 12,190 shares 12,190 $414K 0.02% 0 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: 4,507 shares; 2024Q4: 4,363 shares; 2025Q1: 4,591 shares; 2025Q2: 4,987 shares; 2025Q3: 4,991 shares; 2025Q4: 4,693 shares; 2026Q1: 5,113 shares; 2026Q2: 5,096 shares 5,096 $414K 0.02% -17 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: 538 shares; 2024Q4: 542 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 551 shares; 2025Q4: 566 shares; 2026Q1: 551 shares; 2026Q2: 636 shares 636 $403K 0.02% +85 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 4,107 shares; 2025Q1: 3,725 shares; 2025Q2: 3,705 shares; 2025Q3: 3,655 shares; 2025Q4: 7,671 shares; 2026Q1: 7,385 shares; 2026Q2: 7,311 shares 7,311 $388K 0.01% -74 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $388K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,862 shares; 2024Q4: not reported; 2025Q1: 3,962 shares; 2025Q2: 3,966 shares; 2025Q3: 4,034 shares; 2025Q4: 3,833 shares; 2026Q1: 3,867 shares; 2026Q2: 5,438 shares 5,438 $387K 0.01% +1,571 Timeline SPMD 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: 8,671 shares; 2024Q4: 8,578 shares; 2025Q1: 8,531 shares; 2025Q2: 8,395 shares; 2025Q3: 8,337 shares; 2025Q4: 7,322 shares; 2026Q1: 6,012 shares; 2026Q2: 5,638 shares 5,638 $381K 0.01% -374 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,926 shares; 2024Q4: 7,369 shares; 2025Q1: 7,244 shares; 2025Q2: 13,580 shares; 2025Q3: 10,869 shares; 2025Q4: 12,664 shares; 2026Q1: 11,928 shares; 2026Q2: 8,889 shares 8,889 $376K 0.01% -3,039 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,179 shares; 2024Q4: 5,900 shares; 2025Q1: 5,650 shares; 2025Q2: 5,520 shares; 2025Q3: 5,923 shares; 2025Q4: 7,080 shares; 2026Q1: 6,064 shares; 2026Q2: 4,657 shares 4,657 $368K 0.01% -1,407 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: 3,753 shares; 2026Q2: 3,797 shares 3,797 $356K 0.01% +44 Timeline SPSB 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: 15,412 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,787 shares; 2025Q3: 12,709 shares; 2025Q4: 12,580 shares; 2026Q1: 11,771 shares; 2026Q2: 11,771 shares 11,771 $353K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 734 shares 734 $351K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,015 shares; 2024Q4: 67,612 shares; 2025Q1: 65,697 shares; 2025Q2: 63,177 shares; 2025Q3: 56,254 shares; 2025Q4: 50,525 shares; 2026Q1: 1,150 shares; 2026Q2: 1,164 shares 1,164 $347K 0.01% +14 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,836 shares; 2025Q1: 1,803 shares; 2025Q2: 2,067 shares; 2025Q3: 2,085 shares; 2025Q4: 2,102 shares; 2026Q1: 2,292 shares; 2026Q2: 2,139 shares 2,139 $347K 0.01% -153 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,065 shares; 2024Q4: 7,065 shares; 2025Q1: 7,185 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,142 shares; 2026Q1: 7,065 shares; 2026Q2: 7,144 shares 7,144 $340K 0.01% +79 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $335K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,892 shares; 2025Q1: 2,829 shares; 2025Q2: 3,187 shares; 2025Q3: 2,587 shares; 2025Q4: 3,040 shares; 2026Q1: 2,822 shares; 2026Q2: 2,282 shares 2,282 $335K 0.01% -540 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: not reported; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,444 shares; 2025Q4: 1,442 shares; 2026Q1: 2,229 shares; 2026Q2: 2,022 shares 2,022 $332K 0.01% -207 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares; 2026Q2: 1,269 shares 1,269 $331K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,597 shares; 2025Q3: 39,232 shares; 2025Q4: 55,766 shares; 2026Q1: 15,314 shares; 2026Q2: 15,632 shares 15,632 $324K 0.01% +318 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: 48,336 shares; 2024Q4: 49,654 shares; 2025Q1: 50,990 shares; 2025Q2: 25,372 shares; 2025Q3: 22,500 shares; 2025Q4: 17,562 shares; 2026Q1: 15,985 shares; 2026Q2: 915 shares 915 $323K 0.01% -15,070 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,959 shares; 2026Q2: 3,250 shares 3,250 $323K 0.01% +291 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares; 2026Q1: 1,676 shares; 2026Q2: 1,646 shares 1,646 $312K 0.01% -30 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 6,037 shares; 2025Q1: 6,033 shares; 2025Q2: 5,569 shares; 2025Q3: 5,520 shares; 2025Q4: 5,768 shares; 2026Q1: 6,004 shares; 2026Q2: 6,604 shares 6,604 $308K 0.01% +600 Timeline FAN 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: 12,166 shares; 2024Q4: 12,706 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 12,442 shares; 2025Q4: 12,442 shares; 2026Q1: 12,442 shares; 2026Q2: 12,092 shares 12,092 $302K 0.01% -350 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 8,503 shares; 2026Q1: 8,488 shares; 2026Q2: 8,593 shares 8,593 $299K 0.01% +105 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,368 shares; 2026Q1: 1,347 shares; 2026Q2: 1,323 shares 1,323 $296K 0.01% -24 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,242 shares; 2025Q4: 5,242 shares; 2026Q1: 5,242 shares; 2026Q2: 5,242 shares 5,242 $293K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,821 shares; 2026Q2: 2,078 shares 2,078 $291K 0.01% +257 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 2,165 shares; 2025Q4: 1,104 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $288K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: not reported; 2026Q2: 960 shares 960 $287K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,099 shares 1,099 $281K 0.01% +10 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $279K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,055 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,016 shares 1,016 $273K 0.01% -63 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: 854 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 1,070 shares; 2026Q2: 781 shares 781 $264K 0.01% -289 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: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,209 shares; 2025Q4: 1,440 shares; 2026Q1: 1,437 shares; 2026Q2: 1,772 shares 1,772 $260K 0.01% +335 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 515 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $253K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares; 2026Q2: 1,362 shares 1,362 $252K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $251K 0.01% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,330 shares 2,330 $251K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 787 shares; 2026Q1: 776 shares; 2026Q2: 924 shares 924 $250K 0.01% +148 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 216 shares 216 $249K 0.01% new Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,865 shares; 2025Q3: 22,865 shares; 2025Q4: 22,865 shares; 2026Q1: 22,865 shares; 2026Q2: 22,865 shares 22,865 $249K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,677 shares; 2024Q4: 21,656 shares; 2025Q1: 914 shares; 2025Q2: 813 shares; 2025Q3: 885 shares; 2025Q4: 894 shares; 2026Q1: 884 shares; 2026Q2: 888 shares 888 $249K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 582 shares 582 $248K 0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,087 shares 1,087 $243K 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: 1,087 shares 1,087 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $240K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $235K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,848 shares; 2025Q3: 4,737 shares; 2025Q4: 5,119 shares; 2026Q1: 5,097 shares; 2026Q2: 4,716 shares 4,716 $235K 0.01% -381 Timeline FDN 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: 884 shares; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares; 2026Q2: 884 shares 884 $234K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 3,772 shares; 2026Q2: 3,772 shares 3,772 $229K 0.01% 0 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: 26,419 shares; 2024Q4: 25,754 shares; 2025Q1: 25,193 shares; 2025Q2: 23,611 shares; 2025Q3: 751 shares; 2025Q4: 764 shares; 2026Q1: not reported; 2026Q2: 549 shares 549 $229K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,209 shares 1,209 $224K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,559 shares 1,559 $223K 0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares 218 $220K 0.01% 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: 92,678 shares; 2024Q4: 94,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $220K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,170 shares; 2026Q1: not reported; 2026Q2: 2,654 shares 2,654 $220K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,625 shares 2,625 $217K 0.01% new Timeline VONE 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: 605 shares 605 $205K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,190 shares; 2025Q3: not reported; 2025Q4: 10,526 shares; 2026Q1: 9,189 shares; 2026Q2: 8,401 shares 8,401 $202K 0.01% -788 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 16,669 shares; 2025Q4: 16,029 shares; 2026Q1: 18,145 shares; 2026Q2: 18,002 shares 18,002 $131K <0.01% -143 Timeline