DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,248 shares; 2024Q4: 678,803 shares; 2025Q1: 639,697 shares; 2025Q2: 624,253 shares; 2025Q3: 594,844 shares; 2025Q4: 578,140 shares; 2026Q1: 574,692 shares; 2026Q2: 580,499 shares 580,499 $55.5M 5.04% +5,807 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: 55,440 shares; 2024Q4: 56,959 shares; 2025Q1: 55,490 shares; 2025Q2: 31,755 shares; 2025Q3: 31,810 shares; 2025Q4: 31,975 shares; 2026Q1: 39,783 shares; 2026Q2: 64,631 shares 64,631 $48.4M 4.4% +24,848 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: 50,103 shares; 2024Q4: 50,421 shares; 2025Q1: 52,818 shares; 2025Q2: 51,384 shares; 2025Q3: 54,371 shares; 2025Q4: 55,904 shares; 2026Q1: 59,931 shares; 2026Q2: 365,100 shares 365,100 $31.4M 2.86% +305,169 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: 251,412 shares; 2024Q4: 249,220 shares; 2025Q1: 233,815 shares; 2025Q2: 220,047 shares; 2025Q3: 209,630 shares; 2025Q4: 201,563 shares; 2026Q1: 175,685 shares; 2026Q2: 173,259 shares 173,259 $27.4M 2.49% -2,426 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,934 shares; 2024Q4: 249,285 shares; 2025Q1: 286,580 shares; 2025Q2: 311,387 shares; 2025Q3: 404,818 shares; 2025Q4: 430,825 shares; 2026Q1: 369,576 shares; 2026Q2: 377,715 shares 377,715 $25.7M 2.33% +8,139 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: 48,069 shares; 2024Q4: 47,432 shares; 2025Q1: 47,429 shares; 2025Q2: 47,141 shares; 2025Q3: 46,821 shares; 2025Q4: 47,241 shares; 2026Q1: 47,993 shares; 2026Q2: 48,031 shares 48,031 $24M 2.18% +38 Timeline FDL 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: 529,134 shares; 2024Q4: 533,217 shares; 2025Q1: 515,183 shares; 2025Q2: 501,128 shares; 2025Q3: 494,482 shares; 2025Q4: 491,244 shares; 2026Q1: 471,986 shares; 2026Q2: 477,704 shares 477,704 $23.2M 2.11% +5,718 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: 38,443 shares; 2024Q4: 42,046 shares; 2025Q1: 61,883 shares; 2025Q2: 77,496 shares; 2025Q3: 88,034 shares; 2025Q4: 128,741 shares; 2026Q1: 116,133 shares; 2026Q2: 100,053 shares 100,053 $21.8M 1.98% -16,080 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: 257,912 shares; 2024Q4: 274,599 shares; 2025Q1: 277,467 shares; 2025Q2: 248,091 shares; 2025Q3: 228,322 shares; 2025Q4: 263,157 shares; 2026Q1: 249,666 shares; 2026Q2: 231,926 shares 231,926 $21.3M 1.93% -17,740 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: 130,900 shares; 2024Q4: 134,698 shares; 2025Q1: 134,190 shares; 2025Q2: 127,341 shares; 2025Q3: 121,847 shares; 2025Q4: 117,081 shares; 2026Q1: 124,398 shares; 2026Q2: 128,412 shares 128,412 $21.1M 1.92% +4,014 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,623 shares; 2024Q4: 438,779 shares; 2025Q1: 421,511 shares; 2025Q2: 414,756 shares; 2025Q3: 415,957 shares; 2025Q4: 417,255 shares; 2026Q1: 414,431 shares; 2026Q2: 420,701 shares 420,701 $20.3M 1.84% +6,270 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,660 shares; 2024Q4: 403,397 shares; 2025Q1: 404,297 shares; 2025Q2: 369,351 shares; 2025Q3: 432,582 shares; 2025Q4: 446,163 shares; 2026Q1: 449,808 shares; 2026Q2: 380,865 shares 380,865 $19.3M 1.75% -68,943 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: 87,297 shares; 2024Q4: 86,765 shares; 2025Q1: 86,730 shares; 2025Q2: 91,106 shares; 2025Q3: 89,827 shares; 2025Q4: 90,075 shares; 2026Q1: 89,355 shares; 2026Q2: 92,580 shares 92,580 $18.5M 1.68% +3,225 Timeline RDVY 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: 299,390 shares; 2024Q4: 297,708 shares; 2025Q1: 274,793 shares; 2025Q2: 261,635 shares; 2025Q3: 243,425 shares; 2025Q4: 236,880 shares; 2026Q1: 231,768 shares; 2026Q2: 222,060 shares 222,060 $18M 1.64% -9,708 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 214,494 shares; 2026Q2: 296,571 shares 296,571 $14.9M 1.36% +82,077 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 130,833 shares; 2025Q3: 268,183 shares; 2025Q4: 297,988 shares; 2026Q1: 316,823 shares; 2026Q2: 271,272 shares 271,272 $14.3M 1.3% -45,551 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357,683 shares; 2026Q2: 376,017 shares 376,017 $13.8M 1.25% +18,334 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: 44,763 shares; 2024Q4: 43,077 shares; 2025Q1: 44,357 shares; 2025Q2: 44,024 shares; 2025Q3: 45,478 shares; 2025Q4: 44,691 shares; 2026Q1: 43,319 shares; 2026Q2: 45,697 shares 45,697 $13.2M 1.2% +2,378 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: 67,878 shares; 2024Q4: 75,855 shares; 2025Q1: 121,526 shares; 2025Q2: 226,793 shares; 2025Q3: 286,372 shares; 2025Q4: 382,916 shares; 2026Q1: 295,599 shares; 2026Q2: 214,183 shares 214,183 $12.8M 1.16% -81,416 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: 43,232 shares; 2024Q4: 42,435 shares; 2025Q1: 41,569 shares; 2025Q2: 40,705 shares; 2025Q3: 39,874 shares; 2025Q4: 38,730 shares; 2026Q1: 38,248 shares; 2026Q2: 38,027 shares 38,027 $12.4M 1.13% -221 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: 33,220 shares; 2024Q4: 32,965 shares; 2025Q1: 32,421 shares; 2025Q2: 32,539 shares; 2025Q3: 32,190 shares; 2025Q4: 31,032 shares; 2026Q1: 30,783 shares; 2026Q2: 30,529 shares 30,529 $11.3M 1.03% -254 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: 153,600 shares; 2024Q4: 146,834 shares; 2025Q1: 136,312 shares; 2025Q2: 136,146 shares; 2025Q3: 131,186 shares; 2025Q4: 127,193 shares; 2026Q1: 126,650 shares; 2026Q2: 116,743 shares 116,743 $10.6M 0.96% -9,907 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,374 shares; 2024Q4: 186,025 shares; 2025Q1: 172,317 shares; 2025Q2: 158,907 shares; 2025Q3: 151,529 shares; 2025Q4: 143,201 shares; 2026Q1: 139,768 shares; 2026Q2: 129,597 shares 129,597 $10.5M 0.96% -10,171 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: 16,175 shares; 2025Q1: 18,899 shares; 2025Q2: 20,009 shares; 2025Q3: 22,212 shares; 2025Q4: 38,201 shares; 2026Q1: 40,113 shares; 2026Q2: 30,725 shares 30,725 $10.5M 0.96% -9,388 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,669 shares; 2024Q4: 24,469 shares; 2025Q1: 28,694 shares; 2025Q2: 33,773 shares; 2025Q3: 34,799 shares; 2025Q4: 31,242 shares; 2026Q1: 69,055 shares; 2026Q2: 83,819 shares 83,819 $9.81M 0.89% +14,764 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,055 shares; 2024Q4: 61,375 shares; 2025Q1: 62,063 shares; 2025Q2: 66,440 shares; 2025Q3: 79,567 shares; 2025Q4: 84,948 shares; 2026Q1: 91,454 shares; 2026Q2: 102,913 shares 102,913 $9.73M 0.88% +11,459 Timeline XDEC 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: 235,047 shares; 2024Q4: 229,710 shares; 2025Q1: 226,379 shares; 2025Q2: 222,313 shares; 2025Q3: 214,755 shares; 2025Q4: 213,199 shares; 2026Q1: 215,059 shares; 2026Q2: 225,812 shares 225,812 $9.67M 0.88% +10,753 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: 102,788 shares; 2024Q4: 100,969 shares; 2025Q1: 92,222 shares; 2025Q2: 81,810 shares; 2025Q3: 77,915 shares; 2025Q4: 75,428 shares; 2026Q1: 73,227 shares; 2026Q2: 69,737 shares 69,737 $9.53M 0.87% -3,490 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: not reported; 2024Q4: not reported; 2025Q1: 42,381 shares; 2025Q2: 90,096 shares; 2025Q3: 85,026 shares; 2025Q4: 207,130 shares; 2026Q1: 204,727 shares; 2026Q2: 179,312 shares 179,312 $9.46M 0.86% -25,415 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,617 shares; 2024Q4: 202,256 shares; 2025Q1: 192,789 shares; 2025Q2: 247,108 shares; 2025Q3: 300,583 shares; 2025Q4: 302,376 shares; 2026Q1: 246,293 shares; 2026Q2: 179,197 shares 179,197 $8.46M 0.77% -67,096 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,681 shares; 2025Q1: 53,678 shares; 2025Q2: 59,794 shares; 2025Q3: 73,239 shares; 2025Q4: 58,409 shares; 2026Q1: 76,420 shares; 2026Q2: 82,784 shares 82,784 $8.31M 0.75% +6,364 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: 17,779 shares; 2024Q4: 17,265 shares; 2025Q1: 18,394 shares; 2025Q2: 19,361 shares; 2025Q3: 20,383 shares; 2025Q4: 20,878 shares; 2026Q1: 21,297 shares; 2026Q2: 23,008 shares 23,008 $8.22M 0.75% +1,711 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: 9,619 shares; 2024Q4: 9,300 shares; 2025Q1: 9,745 shares; 2025Q2: 10,789 shares; 2025Q3: 11,239 shares; 2025Q4: 10,990 shares; 2026Q1: 21,190 shares; 2026Q2: 21,699 shares 21,699 $8.2M 0.74% +509 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: 28,718 shares; 2024Q4: 26,904 shares; 2025Q1: 25,036 shares; 2025Q2: 23,791 shares; 2025Q3: 22,087 shares; 2025Q4: 20,953 shares; 2026Q1: 19,944 shares; 2026Q2: 19,177 shares 19,177 $8.17M 0.74% -767 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: 34,525 shares; 2024Q4: 34,143 shares; 2025Q1: 32,404 shares; 2025Q2: 31,090 shares; 2025Q3: 29,864 shares; 2025Q4: 28,508 shares; 2026Q1: 27,608 shares; 2026Q2: 27,111 shares 27,111 $8.08M 0.73% -497 Timeline GOVT 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: 319,532 shares; 2026Q2: 347,722 shares 347,722 $7.92M 0.72% +28,190 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: 20,185 shares; 2024Q4: 19,867 shares; 2025Q1: 19,697 shares; 2025Q2: 20,061 shares; 2025Q3: 21,057 shares; 2025Q4: 20,317 shares; 2026Q1: 20,150 shares; 2026Q2: 20,982 shares 20,982 $7.83M 0.71% +832 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: 50,360 shares; 2024Q4: 45,953 shares; 2025Q1: 42,015 shares; 2025Q2: 39,231 shares; 2025Q3: 36,936 shares; 2025Q4: 35,972 shares; 2026Q1: 35,087 shares; 2026Q2: 32,933 shares 32,933 $7.79M 0.71% -2,154 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,450 shares; 2025Q4: 70,630 shares; 2026Q1: 102,549 shares; 2026Q2: 128,904 shares 128,904 $7.7M 0.7% +26,355 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: 12,360 shares; 2024Q4: 12,011 shares; 2025Q1: 12,213 shares; 2025Q2: 12,554 shares; 2025Q3: 12,477 shares; 2025Q4: 12,234 shares; 2026Q1: 22,501 shares; 2026Q2: 22,211 shares 22,211 $7.62M 0.69% -290 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 185,027 shares; 2025Q3: 206,666 shares; 2025Q4: 219,242 shares; 2026Q1: 232,674 shares; 2026Q2: 169,820 shares 169,820 $7.32M 0.67% -62,854 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: 24,324 shares; 2024Q4: 23,819 shares; 2025Q1: 30,765 shares; 2025Q2: 32,456 shares; 2025Q3: 33,761 shares; 2025Q4: 31,701 shares; 2026Q1: 28,638 shares; 2026Q2: 30,133 shares 30,133 $7.18M 0.65% +1,495 Timeline ICSH 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: 140,119 shares; 2026Q2: 139,683 shares 139,683 $7.07M 0.64% -436 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237,043 shares 237,043 $6.65M 0.6% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,819 shares; 2025Q3: 104,248 shares; 2025Q4: 104,487 shares; 2026Q1: 117,853 shares; 2026Q2: 135,978 shares 135,978 $6.59M 0.6% +18,125 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 99,093 shares; 2026Q2: 129,670 shares 129,670 $6.55M 0.6% +30,577 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,919 shares; 2024Q4: 57,057 shares; 2025Q1: 53,065 shares; 2025Q2: 50,345 shares; 2025Q3: 47,611 shares; 2025Q4: 45,238 shares; 2026Q1: 42,807 shares; 2026Q2: 41,720 shares 41,720 $6.51M 0.59% -1,087 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,488 shares; 2024Q4: 101,451 shares; 2025Q1: 95,440 shares; 2025Q2: 90,005 shares; 2025Q3: 85,225 shares; 2025Q4: 81,533 shares; 2026Q1: 78,733 shares; 2026Q2: 76,796 shares 76,796 $6.35M 0.58% -1,937 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,444 shares; 2024Q4: 53,424 shares; 2025Q1: 66,716 shares; 2025Q2: 74,227 shares; 2025Q3: 91,171 shares; 2025Q4: 99,393 shares; 2026Q1: 105,521 shares; 2026Q2: 115,932 shares 115,932 $6.07M 0.55% +10,411 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,841 shares; 2024Q4: 265,508 shares; 2025Q1: 238,246 shares; 2025Q2: 222,644 shares; 2025Q3: 205,610 shares; 2025Q4: 196,241 shares; 2026Q1: 183,101 shares; 2026Q2: 176,829 shares 176,829 $5.65M 0.51% -6,272 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: 13,717 shares; 2024Q4: 13,121 shares; 2025Q1: 12,403 shares; 2025Q2: 13,349 shares; 2025Q3: 13,523 shares; 2025Q4: 13,199 shares; 2026Q1: 16,168 shares; 2026Q2: 15,689 shares 15,689 $5.54M 0.5% -479 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,039 shares; 2024Q4: 34,016 shares; 2025Q1: 31,306 shares; 2025Q2: 29,332 shares; 2025Q3: 27,583 shares; 2025Q4: 26,693 shares; 2026Q1: 25,480 shares; 2026Q2: 25,078 shares 25,078 $5.34M 0.49% -402 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: 43,364 shares; 2024Q4: 42,758 shares; 2025Q1: 43,668 shares; 2025Q2: 43,609 shares; 2025Q3: 43,412 shares; 2025Q4: 44,110 shares; 2026Q1: 44,526 shares; 2026Q2: 44,823 shares 44,823 $5.08M 0.46% +297 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: 50,551 shares; 2024Q4: 50,377 shares; 2025Q1: 50,678 shares; 2025Q2: 45,933 shares; 2025Q3: 46,363 shares; 2025Q4: 46,363 shares; 2026Q1: 49,260 shares; 2026Q2: 53,773 shares 53,773 $4.73M 0.43% +4,513 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,886 shares; 2025Q1: 74,843 shares; 2025Q2: 109,725 shares; 2025Q3: 117,694 shares; 2025Q4: 134,822 shares; 2026Q1: 134,721 shares; 2026Q2: 136,483 shares 136,483 $4.68M 0.43% +1,762 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,378 shares; 2024Q4: 143,191 shares; 2025Q1: 135,688 shares; 2025Q2: 127,621 shares; 2025Q3: 119,776 shares; 2025Q4: 114,490 shares; 2026Q1: 110,052 shares; 2026Q2: 106,888 shares 106,888 $4.65M 0.42% -3,164 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: 6,488 shares; 2025Q1: 6,037 shares; 2025Q2: 5,672 shares; 2025Q3: 5,348 shares; 2025Q4: 5,157 shares; 2026Q1: 4,921 shares; 2026Q2: 4,779 shares 4,779 $4.6M 0.42% -142 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: 27,775 shares; 2024Q4: 27,132 shares; 2025Q1: 25,455 shares; 2025Q2: 23,963 shares; 2025Q3: 22,477 shares; 2025Q4: 21,569 shares; 2026Q1: 20,491 shares; 2026Q2: 20,084 shares 20,084 $4.48M 0.41% -407 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75,776 shares; 2025Q2: 96,479 shares; 2025Q3: 116,946 shares; 2025Q4: 117,631 shares; 2026Q1: 117,049 shares; 2026Q2: 114,063 shares 114,063 $4.4M 0.4% -2,986 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,126 shares; 2024Q4: 46,644 shares; 2025Q1: 43,934 shares; 2025Q2: 41,566 shares; 2025Q3: 39,237 shares; 2025Q4: 37,659 shares; 2026Q1: 35,880 shares; 2026Q2: 34,449 shares 34,449 $4.36M 0.4% -1,431 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: 72,161 shares; 2024Q4: 71,695 shares; 2025Q1: 67,609 shares; 2025Q2: 63,718 shares; 2025Q3: 59,371 shares; 2025Q4: 57,014 shares; 2026Q1: 54,835 shares; 2026Q2: 53,301 shares 53,301 $4.33M 0.39% -1,534 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,537 shares; 2024Q4: 34,779 shares; 2025Q1: 31,459 shares; 2025Q2: 29,547 shares; 2025Q3: 27,839 shares; 2025Q4: 26,883 shares; 2026Q1: 26,009 shares; 2026Q2: 25,598 shares 25,598 $4.33M 0.39% -411 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,528 shares; 2024Q4: 125,085 shares; 2025Q1: 111,660 shares; 2025Q2: 104,718 shares; 2025Q3: 91,112 shares; 2025Q4: 86,976 shares; 2026Q1: 84,993 shares; 2026Q2: 76,334 shares 76,334 $4.31M 0.39% -8,659 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: 32,860 shares; 2024Q4: 32,750 shares; 2025Q1: 31,351 shares; 2025Q2: 29,748 shares; 2025Q3: 27,551 shares; 2025Q4: 26,235 shares; 2026Q1: 24,421 shares; 2026Q2: 22,623 shares 22,623 $4.18M 0.38% -1,798 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: 21,651 shares; 2024Q4: 20,615 shares; 2025Q1: 20,072 shares; 2025Q2: 18,017 shares; 2025Q3: 17,594 shares; 2025Q4: 16,807 shares; 2026Q1: 16,556 shares; 2026Q2: 16,149 shares 16,149 $4.1M 0.37% -407 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,868 shares; 2024Q4: 215,324 shares; 2025Q1: 72,496 shares; 2025Q2: 57,607 shares; 2025Q3: 54,580 shares; 2025Q4: 48,677 shares; 2026Q1: 59,810 shares; 2026Q2: 80,246 shares 80,246 $4.1M 0.37% +20,436 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: 6,240 shares; 2024Q4: 6,127 shares; 2025Q1: 6,275 shares; 2025Q2: 6,725 shares; 2025Q3: 6,938 shares; 2025Q4: 6,560 shares; 2026Q1: 6,563 shares; 2026Q2: 7,045 shares 7,045 $3.97M 0.36% +482 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,875 shares; 2024Q4: 5,791 shares; 2025Q1: 5,581 shares; 2025Q2: 5,508 shares; 2025Q3: 5,493 shares; 2025Q4: 5,429 shares; 2026Q1: 5,300 shares; 2026Q2: 5,074 shares 5,074 $3.83M 0.35% -226 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: 57,557 shares; 2024Q4: 56,568 shares; 2025Q1: 53,909 shares; 2025Q2: 53,775 shares; 2025Q3: 53,895 shares; 2025Q4: 53,347 shares; 2026Q1: 53,176 shares; 2026Q2: 53,108 shares 53,108 $3.78M 0.34% -68 Timeline DFEB 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: 114,510 shares; 2024Q4: 108,076 shares; 2025Q1: 100,197 shares; 2025Q2: 94,281 shares; 2025Q3: 86,574 shares; 2025Q4: 82,274 shares; 2026Q1: 76,934 shares; 2026Q2: 74,494 shares 74,494 $3.76M 0.34% -2,440 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: 7,292 shares; 2024Q4: 7,193 shares; 2025Q1: 6,923 shares; 2025Q2: 7,029 shares; 2025Q3: 7,317 shares; 2025Q4: 7,407 shares; 2026Q1: 7,594 shares; 2026Q2: 7,684 shares 7,684 $3.67M 0.33% +90 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,986 shares; 2024Q4: 134,163 shares; 2025Q1: 115,316 shares; 2025Q2: 115,101 shares; 2025Q3: 87,919 shares; 2025Q4: 79,573 shares; 2026Q1: 74,728 shares; 2026Q2: 72,489 shares 72,489 $3.65M 0.33% -2,239 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: 28,362 shares; 2024Q4: 27,239 shares; 2025Q1: 25,864 shares; 2025Q2: 25,227 shares; 2025Q3: 25,500 shares; 2025Q4: 24,274 shares; 2026Q1: 25,240 shares; 2026Q2: 24,707 shares 24,707 $3.62M 0.33% -533 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: 18,860 shares; 2024Q4: 18,404 shares; 2025Q1: 16,730 shares; 2025Q2: 16,288 shares; 2025Q3: 14,862 shares; 2025Q4: 12,864 shares; 2026Q1: 11,804 shares; 2026Q2: 12,152 shares 12,152 $3.56M 0.32% +348 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: not reported; 2025Q1: 1,903 shares; 2025Q2: 2,363 shares; 2025Q3: 2,249 shares; 2025Q4: 2,194 shares; 2026Q1: 26,771 shares; 2026Q2: 126,975 shares 126,975 $3.48M 0.32% +100,204 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 53,886 shares; 2026Q1: 55,188 shares; 2026Q2: 57,733 shares 57,733 $3.47M 0.32% +2,545 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: 48,801 shares; 2024Q4: 46,479 shares; 2025Q1: 37,508 shares; 2025Q2: 36,446 shares; 2025Q3: 35,351 shares; 2025Q4: 32,832 shares; 2026Q1: 29,820 shares; 2026Q2: 28,683 shares 28,683 $3.37M 0.31% -1,137 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,151 shares; 2026Q2: 9,794 shares 9,794 $3.34M 0.3% -357 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,173 shares; 2025Q1: 63,308 shares; 2025Q2: 63,734 shares; 2025Q3: 99,354 shares; 2025Q4: 101,297 shares; 2026Q1: 44,755 shares; 2026Q2: 44,142 shares 44,142 $3.33M 0.3% -613 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: 11,600 shares; 2024Q4: 11,413 shares; 2025Q1: 10,880 shares; 2025Q2: 10,379 shares; 2025Q3: 9,695 shares; 2025Q4: 9,449 shares; 2026Q1: 9,078 shares; 2026Q2: 8,964 shares 8,964 $3.25M 0.3% -114 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,307 shares; 2024Q4: 74,562 shares; 2025Q1: 70,102 shares; 2025Q2: 65,641 shares; 2025Q3: 61,568 shares; 2025Q4: 57,769 shares; 2026Q1: 53,853 shares; 2026Q2: 51,172 shares 51,172 $3.17M 0.29% -2,681 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,849 shares; 2024Q4: 21,630 shares; 2025Q1: 20,648 shares; 2025Q2: 20,564 shares; 2025Q3: 20,449 shares; 2025Q4: 20,253 shares; 2026Q1: 20,498 shares; 2026Q2: 20,231 shares 20,231 $3.17M 0.29% -267 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: 7,723 shares; 2024Q4: 7,702 shares; 2025Q1: 7,802 shares; 2025Q2: 7,612 shares; 2025Q3: 7,603 shares; 2025Q4: 7,736 shares; 2026Q1: 7,845 shares; 2026Q2: 7,530 shares 7,530 $2.99M 0.27% -315 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,208 shares; 2024Q4: 32,434 shares; 2025Q1: 32,295 shares; 2025Q2: 32,240 shares; 2025Q3: 32,346 shares; 2025Q4: 32,191 shares; 2026Q1: 32,296 shares; 2026Q2: 32,102 shares 32,102 $2.96M 0.27% -194 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: 32,825 shares; 2024Q4: 34,835 shares; 2025Q1: 30,625 shares; 2025Q2: 30,486 shares; 2025Q3: 29,841 shares; 2025Q4: 59,652 shares; 2026Q1: 56,415 shares; 2026Q2: 55,496 shares 55,496 $2.95M 0.27% -919 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,603 shares; 2024Q4: 49,133 shares; 2025Q1: 45,993 shares; 2025Q2: 45,957 shares; 2025Q3: 38,866 shares; 2025Q4: 38,545 shares; 2026Q1: 37,958 shares; 2026Q2: 37,449 shares 37,449 $2.91M 0.26% -509 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: 1,727 shares; 2025Q4: 2,233 shares; 2026Q1: 2,204 shares; 2026Q2: 2,522 shares 2,522 $2.91M 0.26% +318 Timeline RDVI 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: 47,784 shares; 2024Q4: 48,450 shares; 2025Q1: 55,009 shares; 2025Q2: 54,880 shares; 2025Q3: 60,878 shares; 2025Q4: 69,523 shares; 2026Q1: 89,849 shares; 2026Q2: 98,952 shares 98,952 $2.91M 0.26% +9,103 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: 54,252 shares; 2024Q4: 53,286 shares; 2025Q1: 53,238 shares; 2025Q2: 49,476 shares; 2025Q3: 49,512 shares; 2025Q4: 50,101 shares; 2026Q1: 48,944 shares; 2026Q2: 50,487 shares 50,487 $2.88M 0.26% +1,543 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: 8,825 shares; 2024Q4: 8,792 shares; 2025Q1: 7,907 shares; 2025Q2: 7,255 shares; 2025Q3: 6,408 shares; 2025Q4: 6,162 shares; 2026Q1: 5,787 shares; 2026Q2: 5,624 shares 5,624 $2.87M 0.26% -163 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: 50,999 shares; 2024Q4: 54,250 shares; 2025Q1: 63,505 shares; 2025Q2: 68,559 shares; 2025Q3: 66,968 shares; 2025Q4: 28,025 shares; 2026Q1: 28,135 shares; 2026Q2: 13,044 shares 13,044 $2.86M 0.26% -15,091 Timeline DJAN 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: 93,964 shares; 2024Q4: 86,852 shares; 2025Q1: 82,520 shares; 2025Q2: 75,906 shares; 2025Q3: 71,467 shares; 2025Q4: 67,981 shares; 2026Q1: 68,730 shares; 2026Q2: 62,673 shares 62,673 $2.85M 0.26% -6,057 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: 9,035 shares; 2024Q4: 8,444 shares; 2025Q1: 9,282 shares; 2025Q2: 8,844 shares; 2025Q3: 8,206 shares; 2025Q4: 7,937 shares; 2026Q1: 7,795 shares; 2026Q2: 6,916 shares 6,916 $2.83M 0.26% -879 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,769 shares; 2025Q1: 44,091 shares; 2025Q2: 59,402 shares; 2025Q3: 59,118 shares; 2025Q4: 60,852 shares; 2026Q1: 61,281 shares; 2026Q2: 82,531 shares 82,531 $2.79M 0.25% +21,250 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: 11,017 shares; 2024Q4: 10,993 shares; 2025Q1: 10,237 shares; 2025Q2: 10,377 shares; 2025Q3: 10,504 shares; 2025Q4: 10,611 shares; 2026Q1: 10,614 shares; 2026Q2: 10,847 shares 10,847 $2.73M 0.25% +233 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: 25,073 shares; 2024Q4: 25,647 shares; 2025Q1: 27,381 shares; 2025Q2: 28,412 shares; 2025Q3: 29,744 shares; 2025Q4: 32,961 shares; 2026Q1: 42,094 shares; 2026Q2: 26,658 shares 26,658 $2.68M 0.24% -15,436 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 7,186 shares; 2025Q2: 7,495 shares; 2025Q3: 7,461 shares; 2025Q4: 7,350 shares; 2026Q1: 7,514 shares; 2026Q2: 7,534 shares 7,534 $2.67M 0.24% +20 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: 15,157 shares; 2024Q4: 14,932 shares; 2025Q1: 14,363 shares; 2025Q2: 14,235 shares; 2025Q3: 14,184 shares; 2025Q4: 14,518 shares; 2026Q1: 14,527 shares; 2026Q2: 14,037 shares 14,037 $2.54M 0.23% -490 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,532 shares; 2024Q4: 37,927 shares; 2025Q1: 35,625 shares; 2025Q2: 33,072 shares; 2025Q3: 30,869 shares; 2025Q4: 28,364 shares; 2026Q1: 26,917 shares; 2026Q2: 24,781 shares 24,781 $2.53M 0.23% -2,136 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: 17,259 shares; 2024Q4: 17,027 shares; 2025Q1: 17,693 shares; 2025Q2: 17,443 shares; 2025Q3: 17,440 shares; 2025Q4: 17,159 shares; 2026Q1: 17,324 shares; 2026Q2: 17,351 shares 17,351 $2.51M 0.23% +27 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: 41,631 shares; 2024Q4: 42,767 shares; 2025Q1: 45,775 shares; 2025Q2: 44,436 shares; 2025Q3: 10,219 shares; 2025Q4: 11,776 shares; 2026Q1: 10,079 shares; 2026Q2: 9,927 shares 9,927 $2.5M 0.23% -152 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: 2,501 shares; 2024Q4: 2,477 shares; 2025Q1: 2,999 shares; 2025Q2: 3,714 shares; 2025Q3: 3,754 shares; 2025Q4: 3,698 shares; 2026Q1: 3,753 shares; 2026Q2: 4,293 shares 4,293 $2.49M 0.23% +540 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: 15,453 shares; 2024Q4: 15,451 shares; 2025Q1: 15,378 shares; 2025Q2: 15,337 shares; 2025Q3: 14,588 shares; 2025Q4: 14,627 shares; 2026Q1: 14,821 shares; 2026Q2: 14,809 shares 14,809 $2.42M 0.22% -12 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,660 shares; 2024Q4: 21,294 shares; 2025Q1: 19,897 shares; 2025Q2: 19,350 shares; 2025Q3: 17,202 shares; 2025Q4: 12,476 shares; 2026Q1: 48,730 shares; 2026Q2: 23,877 shares 23,877 $2.39M 0.22% -24,853 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,158 shares; 2025Q1: 7,168 shares; 2025Q2: 7,194 shares; 2025Q3: 7,191 shares; 2025Q4: 7,186 shares; 2026Q1: 7,156 shares; 2026Q2: 7,203 shares 7,203 $2.39M 0.22% +47 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: 5,978 shares; 2024Q4: 6,152 shares; 2025Q1: 7,634 shares; 2025Q2: 6,885 shares; 2025Q3: 6,968 shares; 2025Q4: 6,525 shares; 2026Q1: 6,506 shares; 2026Q2: 6,504 shares 6,504 $2.38M 0.22% -2 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,714 shares; 2024Q4: 91,597 shares; 2025Q1: 80,612 shares; 2025Q2: 75,013 shares; 2025Q3: 68,235 shares; 2025Q4: 66,584 shares; 2026Q1: 64,234 shares; 2026Q2: 57,354 shares 57,354 $2.33M 0.21% -6,880 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: 6,910 shares; 2024Q4: 6,792 shares; 2025Q1: 6,767 shares; 2025Q2: 6,737 shares; 2025Q3: 6,746 shares; 2025Q4: 6,677 shares; 2026Q1: 6,783 shares; 2026Q2: 6,827 shares 6,827 $2.31M 0.21% +44 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: 167,262 shares; 2024Q4: 157,234 shares; 2025Q1: 146,523 shares; 2025Q2: 133,120 shares; 2025Q3: 113,766 shares; 2025Q4: 106,386 shares; 2026Q1: 98,831 shares; 2026Q2: 94,815 shares 94,815 $2.28M 0.21% -4,016 Timeline AVUS 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: 19,283 shares; 2024Q4: 19,291 shares; 2025Q1: 19,110 shares; 2025Q2: 17,516 shares; 2025Q3: 17,465 shares; 2025Q4: 17,487 shares; 2026Q1: 17,336 shares; 2026Q2: 17,338 shares 17,338 $2.22M 0.2% +2 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: 5,431 shares; 2025Q1: 4,966 shares; 2025Q2: 5,289 shares; 2025Q3: 5,101 shares; 2025Q4: 5,305 shares; 2026Q1: 4,864 shares; 2026Q2: 5,124 shares 5,124 $2.22M 0.2% +260 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: 34,183 shares; 2024Q4: 36,064 shares; 2025Q1: 31,453 shares; 2025Q2: 24,328 shares; 2025Q3: 16,720 shares; 2025Q4: 17,795 shares; 2026Q1: 17,782 shares; 2026Q2: 17,489 shares 17,489 $2.18M 0.2% -293 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: 13,461 shares; 2025Q1: 11,804 shares; 2025Q2: 12,119 shares; 2025Q3: 12,150 shares; 2025Q4: 12,223 shares; 2026Q1: 12,975 shares; 2026Q2: 12,835 shares 12,835 $2.18M 0.2% -140 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 853,661 shares; 2025Q1: 822,236 shares; 2025Q2: 944,208 shares; 2025Q3: 723,090 shares; 2025Q4: 77,631 shares; 2026Q1: 77,313 shares; 2026Q2: 72,614 shares 72,614 $2.18M 0.2% -4,699 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: 5,478 shares; 2024Q4: 5,465 shares; 2025Q1: 5,313 shares; 2025Q2: 5,290 shares; 2025Q3: 5,223 shares; 2025Q4: 5,186 shares; 2026Q1: 5,149 shares; 2026Q2: 5,105 shares 5,105 $2.18M 0.2% -44 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,321 shares; 2024Q4: 47,344 shares; 2025Q1: 42,875 shares; 2025Q2: 48,786 shares; 2025Q3: 48,310 shares; 2025Q4: 48,428 shares; 2026Q1: 46,780 shares; 2026Q2: 39,564 shares 39,564 $2.12M 0.19% -7,216 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,743 shares; 2024Q4: 17,663 shares; 2025Q1: 17,613 shares; 2025Q2: 16,925 shares; 2025Q3: 28,555 shares; 2025Q4: 25,136 shares; 2026Q1: 25,765 shares; 2026Q2: 24,138 shares 24,138 $2.1M 0.19% -1,627 Timeline DDEC 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: 52,780 shares; 2024Q4: 133,910 shares; 2025Q1: 135,449 shares; 2025Q2: 123,643 shares; 2025Q3: 106,760 shares; 2025Q4: 102,150 shares; 2026Q1: 46,866 shares; 2026Q2: 44,039 shares 44,039 $2.09M 0.19% -2,827 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: 93,929 shares; 2024Q4: 93,027 shares; 2025Q1: 86,603 shares; 2025Q2: 82,028 shares; 2025Q3: 76,667 shares; 2025Q4: 72,762 shares; 2026Q1: 30,124 shares; 2026Q2: 28,882 shares 28,882 $2.08M 0.19% -1,242 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: 5,340 shares; 2024Q4: 5,194 shares; 2025Q1: 4,467 shares; 2025Q2: 4,445 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,427 shares; 2026Q2: 16,518 shares 16,518 $2.05M 0.19% +12,091 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,764 shares; 2024Q4: 25,532 shares; 2025Q1: 23,977 shares; 2025Q2: 22,691 shares; 2025Q3: 21,206 shares; 2025Q4: 19,851 shares; 2026Q1: 18,223 shares; 2026Q2: 17,090 shares 17,090 $2.02M 0.18% -1,133 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,827 shares; 2024Q4: 133,716 shares; 2025Q1: 130,516 shares; 2025Q2: 123,016 shares; 2025Q3: 121,099 shares; 2025Q4: 111,119 shares; 2026Q1: 107,128 shares; 2026Q2: 102,999 shares 102,999 $1.99M 0.18% -4,129 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: 4,272 shares; 2024Q4: 3,651 shares; 2025Q1: 3,537 shares; 2025Q2: 3,630 shares; 2025Q3: 3,722 shares; 2025Q4: 3,714 shares; 2026Q1: 3,835 shares; 2026Q2: 3,766 shares 3,766 $1.93M 0.18% -69 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,350 shares; 2024Q4: 106,281 shares; 2025Q1: 109,832 shares; 2025Q2: 137,120 shares; 2025Q3: 147,037 shares; 2025Q4: 117,112 shares; 2026Q1: 122,235 shares; 2026Q2: 95,805 shares 95,805 $1.87M 0.17% -26,430 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: 17,212 shares; 2024Q4: 16,290 shares; 2025Q1: 14,929 shares; 2025Q2: 13,171 shares; 2025Q3: 11,460 shares; 2025Q4: 11,160 shares; 2026Q1: 11,256 shares; 2026Q2: 11,171 shares 11,171 $1.85M 0.17% -85 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: 9,404 shares; 2024Q4: 9,061 shares; 2025Q1: 7,915 shares; 2025Q2: 7,842 shares; 2025Q3: 7,798 shares; 2025Q4: 7,798 shares; 2026Q1: 7,798 shares; 2026Q2: 7,476 shares 7,476 $1.81M 0.16% -322 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,361 shares; 2024Q4: 6,972 shares; 2025Q1: 6,784 shares; 2025Q2: 6,798 shares; 2025Q3: 6,741 shares; 2025Q4: 6,316 shares; 2026Q1: 5,740 shares; 2026Q2: 5,410 shares 5,410 $1.79M 0.16% -330 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: 9,538 shares; 2024Q4: 9,413 shares; 2025Q1: 9,732 shares; 2025Q2: 9,111 shares; 2025Q3: 9,281 shares; 2025Q4: 9,220 shares; 2026Q1: 9,349 shares; 2026Q2: 9,395 shares 9,395 $1.78M 0.16% +46 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: 5,178 shares; 2024Q4: 5,131 shares; 2025Q1: 5,162 shares; 2025Q2: 5,198 shares; 2025Q3: 5,549 shares; 2025Q4: 5,433 shares; 2026Q1: 5,068 shares; 2026Q2: 5,047 shares 5,047 $1.78M 0.16% -21 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,374 shares; 2024Q4: 47,649 shares; 2025Q1: 41,062 shares; 2025Q2: 42,197 shares; 2025Q3: 42,354 shares; 2025Q4: 42,354 shares; 2026Q1: 42,354 shares; 2026Q2: 42,354 shares 42,354 $1.77M 0.16% 0 Timeline RPG 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: 25,757 shares; 2025Q2: 27,657 shares; 2025Q3: 27,564 shares; 2025Q4: 27,439 shares; 2026Q1: 27,984 shares; 2026Q2: 27,399 shares 27,399 $1.75M 0.16% -585 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: 33,900 shares; 2024Q4: 42,844 shares; 2025Q1: 44,509 shares; 2025Q2: 52,475 shares; 2025Q3: 66,899 shares; 2025Q4: 73,901 shares; 2026Q1: 76,249 shares; 2026Q2: 75,455 shares 75,455 $1.75M 0.16% -794 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: 1,504 shares; 2024Q4: 1,693 shares; 2025Q1: 2,173 shares; 2025Q2: 3,110 shares; 2025Q3: 3,860 shares; 2025Q4: 3,942 shares; 2026Q1: 3,780 shares; 2026Q2: 4,154 shares 4,154 $1.75M 0.16% +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: 161,244 shares; 2024Q4: 152,241 shares; 2025Q1: 142,822 shares; 2025Q2: 133,431 shares; 2025Q3: 122,877 shares; 2025Q4: 124,341 shares; 2026Q1: 42,162 shares; 2026Q2: 41,196 shares 41,196 $1.74M 0.16% -966 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: 30,508 shares; 2024Q4: 39,020 shares; 2025Q1: 41,929 shares; 2025Q2: 55,838 shares; 2025Q3: 68,738 shares; 2025Q4: 74,956 shares; 2026Q1: 74,270 shares; 2026Q2: 66,048 shares 66,048 $1.67M 0.15% -8,222 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: 12,767 shares; 2024Q4: 12,623 shares; 2025Q1: 11,695 shares; 2025Q2: 11,455 shares; 2025Q3: 11,957 shares; 2025Q4: 11,857 shares; 2026Q1: 12,073 shares; 2026Q2: 12,313 shares 12,313 $1.67M 0.15% +240 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,293 shares; 2024Q4: 45,872 shares; 2025Q1: 48,395 shares; 2025Q2: 56,969 shares; 2025Q3: 71,777 shares; 2025Q4: 79,301 shares; 2026Q1: 80,196 shares; 2026Q2: 75,967 shares 75,967 $1.66M 0.15% -4,229 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,138 shares; 2024Q4: 19,689 shares; 2025Q1: 18,341 shares; 2025Q2: 18,355 shares; 2025Q3: 18,311 shares; 2025Q4: 16,046 shares; 2026Q1: 15,947 shares; 2026Q2: 14,552 shares 14,552 $1.65M 0.15% -1,395 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND 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: 75,876 shares; 2025Q4: 75,917 shares; 2026Q1: 75,991 shares; 2026Q2: 76,108 shares 76,108 $1.62M 0.15% +117 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,269 shares; 2024Q4: 29,269 shares; 2025Q1: 29,269 shares; 2025Q2: 29,269 shares; 2025Q3: 29,269 shares; 2025Q4: 29,269 shares; 2026Q1: 29,269 shares; 2026Q2: 29,269 shares 29,269 $1.6M 0.15% 0 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: 5,517 shares; 2024Q4: 5,517 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,056 shares; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 19,700 shares 19,700 $1.59M 0.14% +14,750 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: not reported; 2026Q1: 11,371 shares; 2026Q2: 17,936 shares 17,936 $1.57M 0.14% +6,565 Timeline FTCS 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: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares; 2026Q1: 16,650 shares; 2026Q2: 16,650 shares 16,650 $1.56M 0.14% 0 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: 491 shares; 2024Q4: 444 shares; 2025Q1: 469 shares; 2025Q2: 483 shares; 2025Q3: 475 shares; 2025Q4: 503 shares; 2026Q1: 517 shares; 2026Q2: 5,149 shares 5,149 $1.55M 0.14% +4,632 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: 34,973 shares; 2024Q4: 48,646 shares; 2025Q1: 50,071 shares; 2025Q2: 57,802 shares; 2025Q3: 71,301 shares; 2025Q4: 77,819 shares; 2026Q1: 76,871 shares; 2026Q2: 63,729 shares 63,729 $1.54M 0.14% -13,142 Timeline CSHP BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,814 shares; 2026Q2: 15,408 shares 15,408 $1.54M 0.14% -13,406 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: 1,516 shares; 2025Q1: 1,661 shares; 2025Q2: 1,945 shares; 2025Q3: 1,773 shares; 2025Q4: 1,918 shares; 2026Q1: 1,933 shares; 2026Q2: 2,070 shares 2,070 $1.5M 0.14% +137 Timeline FAUG 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: 39,062 shares; 2024Q4: 35,496 shares; 2025Q1: 31,179 shares; 2025Q2: 30,928 shares; 2025Q3: 29,294 shares; 2025Q4: 26,659 shares; 2026Q1: 26,659 shares; 2026Q2: 26,481 shares 26,481 $1.5M 0.14% -178 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,563 shares; 2024Q4: 36,814 shares; 2025Q1: 41,582 shares; 2025Q2: 47,857 shares; 2025Q3: 63,462 shares; 2025Q4: 71,239 shares; 2026Q1: 74,055 shares; 2026Q2: 71,158 shares 71,158 $1.48M 0.13% -2,897 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: 7,395 shares; 2024Q4: 7,396 shares; 2025Q1: 5,233 shares; 2025Q2: 4,766 shares; 2025Q3: 4,739 shares; 2025Q4: 4,740 shares; 2026Q1: 4,741 shares; 2026Q2: 4,723 shares 4,723 $1.43M 0.13% -18 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,704 shares; 2024Q4: 3,650 shares; 2025Q1: 9,288 shares; 2025Q2: 9,094 shares; 2025Q3: 8,705 shares; 2025Q4: 8,683 shares; 2026Q1: 8,670 shares; 2026Q2: 8,594 shares 8,594 $1.41M 0.13% -76 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: 27,505 shares; 2024Q4: 12,064 shares; 2025Q1: 11,184 shares; 2025Q2: 9,105 shares; 2025Q3: 8,777 shares; 2025Q4: 8,662 shares; 2026Q1: 8,668 shares; 2026Q2: 10,026 shares 10,026 $1.4M 0.13% +1,358 Timeline UCON 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: 219,467 shares; 2024Q4: 206,216 shares; 2025Q1: 242,616 shares; 2025Q2: 219,131 shares; 2025Q3: 189,292 shares; 2025Q4: 174,153 shares; 2026Q1: 113,083 shares; 2026Q2: 54,474 shares 54,474 $1.36M 0.12% -58,609 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: 27,732 shares; 2024Q4: 28,059 shares; 2025Q1: 27,463 shares; 2025Q2: 25,616 shares; 2025Q3: 24,617 shares; 2025Q4: 23,148 shares; 2026Q1: 12,282 shares; 2026Q2: 12,305 shares 12,305 $1.32M 0.12% +23 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,645 shares; 2024Q4: 47,565 shares; 2025Q1: 40,028 shares; 2025Q2: 35,212 shares; 2025Q3: 30,559 shares; 2025Q4: 28,520 shares; 2026Q1: 27,935 shares; 2026Q2: 24,138 shares 24,138 $1.3M 0.12% -3,797 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 67,076 shares; 2026Q1: 64,762 shares; 2026Q2: 62,452 shares 62,452 $1.27M 0.12% -2,310 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,622 shares; 2024Q4: 19,297 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 13,075 shares; 2026Q1: 13,131 shares; 2026Q2: 13,131 shares 13,131 $1.26M 0.11% 0 Timeline BILS 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: 9,387 shares; 2025Q4: 13,990 shares; 2026Q1: 15,024 shares; 2026Q2: 12,709 shares 12,709 $1.26M 0.11% -2,315 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,452 shares; 2024Q4: 22,923 shares; 2025Q1: 25,354 shares; 2025Q2: 30,280 shares; 2025Q3: 43,516 shares; 2025Q4: 50,325 shares; 2026Q1: 53,380 shares; 2026Q2: 50,126 shares 50,126 $1.26M 0.11% -3,254 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: 9,420 shares; 2024Q4: 9,006 shares; 2025Q1: 10,590 shares; 2025Q2: 9,421 shares; 2025Q3: 9,497 shares; 2025Q4: 9,362 shares; 2026Q1: 8,953 shares; 2026Q2: 9,162 shares 9,162 $1.26M 0.11% +209 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: 32,539 shares; 2024Q4: 48,275 shares; 2025Q1: 48,445 shares; 2025Q2: 53,582 shares; 2025Q3: 70,755 shares; 2025Q4: 77,308 shares; 2026Q1: 74,740 shares; 2026Q2: 51,923 shares 51,923 $1.26M 0.11% -22,817 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: 323 shares; 2024Q4: 308 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 289 shares; 2026Q1: 278 shares; 2026Q2: 7,030 shares 7,030 $1.25M 0.11% +6,752 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: 88,347 shares; 2024Q4: 100,941 shares; 2025Q1: 85,303 shares; 2025Q2: 12,459 shares; 2025Q3: 12,163 shares; 2025Q4: 12,048 shares; 2026Q1: 12,048 shares; 2026Q2: 11,995 shares 11,995 $1.23M 0.11% -53 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,113 shares; 2025Q2: 75,825 shares; 2025Q3: 93,081 shares; 2025Q4: 77,328 shares; 2026Q1: 78,953 shares; 2026Q2: 62,256 shares 62,256 $1.22M 0.11% -16,697 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,218 shares; 2024Q4: 20,190 shares; 2025Q1: 11,187 shares; 2025Q2: 11,379 shares; 2025Q3: 11,021 shares; 2025Q4: 11,174 shares; 2026Q1: 11,407 shares; 2026Q2: 11,663 shares 11,663 $1.21M 0.11% +256 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,911 shares; 2024Q4: 22,723 shares; 2025Q1: 22,455 shares; 2025Q2: 22,324 shares; 2025Q3: 22,219 shares; 2025Q4: 19,586 shares; 2026Q1: 14,392 shares; 2026Q2: 14,205 shares 14,205 $1.2M 0.11% -187 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,241 shares; 2025Q1: 5,307 shares; 2025Q2: 4,889 shares; 2025Q3: 5,013 shares; 2025Q4: 5,545 shares; 2026Q1: 5,235 shares; 2026Q2: 5,199 shares 5,199 $1.18M 0.11% -36 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,351 shares; 2025Q4: 1,447 shares; 2026Q1: 1,562 shares; 2026Q2: 1,673 shares 1,673 $1.15M 0.1% +111 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 5,150 shares; 2025Q1: 7,097 shares; 2025Q2: 7,169 shares; 2025Q3: 7,098 shares; 2025Q4: 6,215 shares; 2026Q1: 6,065 shares; 2026Q2: 5,401 shares 5,401 $1.13M 0.1% -664 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,177 shares; 2025Q1: 15,856 shares; 2025Q2: 15,478 shares; 2025Q3: 14,959 shares; 2025Q4: 13,994 shares; 2026Q1: 13,994 shares; 2026Q2: 10,602 shares 10,602 $1.1M 0.1% -3,392 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: 3,014 shares; 2024Q4: 2,856 shares; 2025Q1: 2,591 shares; 2025Q2: 2,646 shares; 2025Q3: 2,613 shares; 2025Q4: 2,567 shares; 2026Q1: 2,507 shares; 2026Q2: 2,644 shares 2,644 $1.1M 0.1% +137 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: 9,081 shares; 2024Q4: 9,305 shares; 2025Q1: 9,399 shares; 2025Q2: 9,269 shares; 2025Q3: 8,601 shares; 2025Q4: 7,670 shares; 2026Q1: 7,591 shares; 2026Q2: 7,490 shares 7,490 $1.1M 0.1% -101 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,914 shares; 2025Q2: 25,251 shares; 2025Q3: 27,440 shares; 2025Q4: 27,860 shares; 2026Q1: 29,322 shares; 2026Q2: 29,809 shares 29,809 $1.09M 0.1% +487 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,805 shares; 2026Q2: 17,534 shares 17,534 $1.08M 0.1% +9,729 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,354 shares; 2024Q4: 104,617 shares; 2025Q1: 93,134 shares; 2025Q2: 77,718 shares; 2025Q3: 75,873 shares; 2025Q4: 67,974 shares; 2026Q1: 62,145 shares; 2026Q2: 59,393 shares 59,393 $1.06M 0.1% -2,752 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,169 shares; 2024Q4: 21,611 shares; 2025Q1: 11,483 shares; 2025Q2: 11,483 shares; 2025Q3: 11,371 shares; 2025Q4: 10,249 shares; 2026Q1: 7,894 shares; 2026Q2: 6,820 shares 6,820 $1.06M 0.1% -1,074 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: 1,345 shares; 2024Q4: 1,233 shares; 2025Q1: 1,284 shares; 2025Q2: 835 shares; 2025Q3: 839 shares; 2025Q4: 902 shares; 2026Q1: 923 shares; 2026Q2: 991 shares 991 $1.06M 0.1% +68 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: 1,107 shares; 2024Q4: 1,118 shares; 2025Q1: 1,219 shares; 2025Q2: 1,526 shares; 2025Q3: 1,545 shares; 2025Q4: 1,345 shares; 2026Q1: 1,368 shares; 2026Q2: 1,400 shares 1,400 $1.03M 0.09% +32 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: 1,465 shares; 2024Q4: 1,474 shares; 2025Q1: 2,042 shares; 2025Q2: 2,103 shares; 2025Q3: 1,756 shares; 2025Q4: 1,585 shares; 2026Q1: 1,796 shares; 2026Q2: 1,945 shares 1,945 $1M 0.09% +149 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK 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: 19,834 shares 19,834 $989K 0.09% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,728 shares; 2024Q4: 13,016 shares; 2025Q1: 14,249 shares; 2025Q2: 14,612 shares; 2025Q3: 14,459 shares; 2025Q4: 13,002 shares; 2026Q1: 12,203 shares; 2026Q2: 12,456 shares 12,456 $974K 0.09% +253 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: 1,370 shares; 2024Q4: 1,410 shares; 2025Q1: 1,295 shares; 2025Q2: 1,345 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares; 2026Q1: 1,359 shares; 2026Q2: 1,271 shares 1,271 $949K 0.09% -88 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: 15,472 shares; 2024Q4: 10,092 shares; 2025Q1: 6,652 shares; 2025Q2: 6,301 shares; 2025Q3: 6,374 shares; 2025Q4: 6,350 shares; 2026Q1: 6,369 shares; 2026Q2: 7,047 shares 7,047 $906K 0.08% +678 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,144 shares; 2024Q4: 57,718 shares; 2025Q1: 53,296 shares; 2025Q2: 54,456 shares; 2025Q3: 52,945 shares; 2025Q4: 31,717 shares; 2026Q1: 34,562 shares; 2026Q2: 36,709 shares 36,709 $901K 0.08% +2,147 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,045 shares; 2024Q4: 7,617 shares; 2025Q1: 7,204 shares; 2025Q2: 7,358 shares; 2025Q3: 7,235 shares; 2025Q4: 6,332 shares; 2026Q1: 6,854 shares; 2026Q2: 6,863 shares 6,863 $890K 0.08% +9 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: 7,085 shares; 2024Q4: 6,951 shares; 2025Q1: 5,962 shares; 2025Q2: 5,709 shares; 2025Q3: 5,606 shares; 2025Q4: 5,411 shares; 2026Q1: 5,222 shares; 2026Q2: 4,250 shares 4,250 $888K 0.08% -972 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: 1,123 shares; 2024Q4: 428 shares; 2025Q1: 446 shares; 2025Q2: 494 shares; 2025Q3: 498 shares; 2025Q4: 631 shares; 2026Q1: 633 shares; 2026Q2: 740 shares 740 $888K 0.08% +107 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: 12,279 shares; 2024Q4: 12,814 shares; 2025Q1: 14,854 shares; 2025Q2: 16,154 shares; 2025Q3: 16,150 shares; 2025Q4: 17,291 shares; 2026Q1: 17,236 shares; 2026Q2: 16,767 shares 16,767 $868K 0.08% -469 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: 1,790 shares; 2024Q4: 1,759 shares; 2025Q1: 1,561 shares; 2025Q2: 1,248 shares; 2025Q3: 1,234 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,206 shares 1,206 $860K 0.08% -21 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,551 shares 30,551 $856K 0.08% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,057 shares; 2024Q4: 15,681 shares; 2025Q1: 14,943 shares; 2025Q2: 14,911 shares; 2025Q3: 14,873 shares; 2025Q4: 13,479 shares; 2026Q1: 13,429 shares; 2026Q2: 11,700 shares 11,700 $852K 0.08% -1,729 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,040 shares; 2024Q4: 11,035 shares; 2025Q1: 10,696 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 11,147 shares; 2026Q1: 11,239 shares; 2026Q2: 11,239 shares 11,239 $823K 0.07% 0 Timeline DOCT 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: 18,828 shares; 2024Q4: 26,036 shares; 2025Q1: 26,036 shares; 2025Q2: 20,801 shares; 2025Q3: 17,584 shares; 2025Q4: 17,584 shares; 2026Q1: 17,584 shares; 2026Q2: 17,584 shares 17,584 $821K 0.07% 0 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: 3,634 shares; 2024Q4: 3,620 shares; 2025Q1: 3,659 shares; 2025Q2: 3,687 shares; 2025Q3: 3,716 shares; 2025Q4: 3,745 shares; 2026Q1: 3,812 shares; 2026Q2: 3,747 shares 3,747 $819K 0.07% -65 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,803 shares; 2024Q4: 41,559 shares; 2025Q1: 39,145 shares; 2025Q2: 36,588 shares; 2025Q3: 35,692 shares; 2025Q4: 26,217 shares; 2026Q1: 14,967 shares; 2026Q2: 15,012 shares 15,012 $814K 0.07% +45 Timeline FSEP 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: 43,259 shares; 2024Q4: 41,791 shares; 2025Q1: 27,360 shares; 2025Q2: 24,581 shares; 2025Q3: 19,117 shares; 2025Q4: 18,502 shares; 2026Q1: 17,465 shares; 2026Q2: 14,563 shares 14,563 $802K 0.07% -2,902 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: 858 shares; 2024Q4: 853 shares; 2025Q1: 818 shares; 2025Q2: 905 shares; 2025Q3: 880 shares; 2025Q4: 762 shares; 2026Q1: 843 shares; 2026Q2: 849 shares 849 $794K 0.07% +6 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: 398 shares; 2025Q1: 413 shares; 2025Q2: 326 shares; 2025Q3: 288 shares; 2025Q4: 324 shares; 2026Q1: 355 shares; 2026Q2: 395 shares 395 $786K 0.07% +40 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: 9,468 shares; 2024Q4: 9,456 shares; 2025Q1: 8,508 shares; 2025Q2: 8,472 shares; 2025Q3: 8,611 shares; 2025Q4: 8,533 shares; 2026Q1: 7,938 shares; 2026Q2: 8,254 shares 8,254 $749K 0.07% +316 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 5,877 shares; 2025Q1: 5,806 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,443 shares; 2026Q1: 5,443 shares; 2026Q2: 5,443 shares 5,443 $723K 0.07% 0 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: 11,793 shares; 2024Q4: 11,793 shares; 2025Q1: 11,793 shares; 2025Q2: 11,793 shares; 2025Q3: 11,793 shares; 2025Q4: 11,793 shares; 2026Q1: 11,793 shares; 2026Q2: 11,793 shares 11,793 $717K 0.07% 0 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: 3,285 shares; 2024Q4: 3,062 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,604 shares; 2025Q4: 2,627 shares; 2026Q1: 2,592 shares; 2026Q2: 2,517 shares 2,517 $708K 0.06% -75 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,260 shares; 2024Q4: 8,245 shares; 2025Q1: 8,241 shares; 2025Q2: 8,207 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,784 shares; 2026Q2: 8,711 shares 8,711 $698K 0.06% -73 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 511 shares; 2025Q1: 484 shares; 2025Q2: 7,255 shares; 2025Q3: 7,321 shares; 2025Q4: 7,348 shares; 2026Q1: 7,412 shares; 2026Q2: 7,533 shares 7,533 $694K 0.06% +121 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: 1,228 shares; 2024Q4: 1,224 shares; 2025Q1: 1,243 shares; 2025Q2: 1,293 shares; 2025Q3: 1,273 shares; 2025Q4: 1,286 shares; 2026Q1: 1,306 shares; 2026Q2: 1,087 shares 1,087 $690K 0.06% -219 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,256 shares; 2025Q4: 3,263 shares; 2026Q1: 3,394 shares; 2026Q2: 2,692 shares 2,692 $688K 0.06% -702 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,537 shares; 2024Q4: 96,650 shares; 2025Q1: 95,601 shares; 2025Q2: 79,635 shares; 2025Q3: 16,658 shares; 2025Q4: 14,641 shares; 2026Q1: 14,878 shares; 2026Q2: 15,784 shares 15,784 $686K 0.06% +906 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,742 shares; 2024Q4: 11,837 shares; 2025Q1: 111,665 shares; 2025Q2: 108,575 shares; 2025Q3: 96,795 shares; 2025Q4: 87,241 shares; 2026Q1: 8,664 shares; 2026Q2: 8,353 shares 8,353 $686K 0.06% -311 Timeline FIXD 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: 39,851 shares; 2024Q4: 39,556 shares; 2025Q1: 37,886 shares; 2025Q2: 37,564 shares; 2025Q3: 19,257 shares; 2025Q4: 19,110 shares; 2026Q1: 18,593 shares; 2026Q2: 15,708 shares 15,708 $685K 0.06% -2,885 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: 872 shares; 2024Q4: 846 shares; 2025Q1: 847 shares; 2025Q2: 900 shares; 2025Q3: 912 shares; 2025Q4: 8,725 shares; 2026Q1: 9,557 shares; 2026Q2: 9,550 shares 9,550 $682K 0.06% -7 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,740 shares; 2024Q4: 36,240 shares; 2025Q1: 36,201 shares; 2025Q2: 36,019 shares; 2025Q3: 35,870 shares; 2025Q4: 35,495 shares; 2026Q1: 36,245 shares; 2026Q2: 36,075 shares 36,075 $681K 0.06% -170 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,604 shares; 2025Q1: 3,124 shares; 2025Q2: 3,104 shares; 2025Q3: 3,279 shares; 2025Q4: 3,324 shares; 2026Q1: 3,382 shares; 2026Q2: 3,486 shares 3,486 $674K 0.06% +104 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: 8,135 shares; 2024Q4: 8,104 shares; 2025Q1: 8,159 shares; 2025Q2: 7,373 shares; 2025Q3: 7,373 shares; 2025Q4: 7,253 shares; 2026Q1: 7,273 shares; 2026Q2: 7,030 shares 7,030 $673K 0.06% -243 Timeline FSIG 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: 52,292 shares; 2024Q4: 52,292 shares; 2025Q1: 52,292 shares; 2025Q2: 52,292 shares; 2025Q3: 35,213 shares; 2025Q4: 35,213 shares; 2026Q1: 35,213 shares; 2026Q2: 35,213 shares 35,213 $664K 0.06% 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: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $643K 0.06% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,403 shares; 2024Q4: 15,637 shares; 2025Q1: 19,635 shares; 2025Q2: 19,783 shares; 2025Q3: 19,842 shares; 2025Q4: 20,154 shares; 2026Q1: 37,811 shares; 2026Q2: 34,079 shares 34,079 $637K 0.06% -3,732 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: 489 shares; 2024Q4: 472 shares; 2025Q1: 483 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 568 shares; 2026Q1: 571 shares; 2026Q2: 623 shares 623 $630K 0.06% +52 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: 857 shares; 2024Q4: 1,706 shares; 2025Q1: 1,782 shares; 2025Q2: 1,779 shares; 2025Q3: 1,689 shares; 2025Q4: 1,188 shares; 2026Q1: 2,111 shares; 2026Q2: 1,841 shares 1,841 $628K 0.06% -270 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,818 shares; 2024Q4: 16,141 shares; 2025Q1: 15,392 shares; 2025Q2: 15,193 shares; 2025Q3: 14,272 shares; 2025Q4: 14,273 shares; 2026Q1: 12,321 shares; 2026Q2: 12,321 shares 12,321 $624K 0.06% 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: 100,415 shares; 2024Q4: 101,456 shares; 2025Q1: 109,981 shares; 2025Q2: 105,276 shares; 2025Q3: 95,920 shares; 2025Q4: 89,688 shares; 2026Q1: 11,698 shares; 2026Q2: 11,581 shares 11,581 $607K 0.06% -117 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,309 shares; 2024Q4: 14,176 shares; 2025Q1: 14,398 shares; 2025Q2: 13,874 shares; 2025Q3: 13,829 shares; 2025Q4: 13,575 shares; 2026Q1: 13,991 shares; 2026Q2: 14,085 shares 14,085 $601K 0.05% +94 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 10,870 shares; 2026Q2: 10,335 shares 10,335 $583K 0.05% -535 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: 3,360 shares; 2025Q2: 4,626 shares; 2025Q3: 4,752 shares; 2025Q4: 5,013 shares; 2026Q1: 5,106 shares; 2026Q2: 4,881 shares 4,881 $569K 0.05% -225 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,698 shares; 2024Q4: 11,375 shares; 2025Q1: 1,970 shares; 2025Q2: 2,055 shares; 2025Q3: 2,058 shares; 2025Q4: 2,065 shares; 2026Q1: 2,031 shares; 2026Q2: 1,993 shares 1,993 $564K 0.05% -38 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,815 shares; 2025Q3: 4,770 shares; 2025Q4: 4,234 shares; 2026Q1: 4,148 shares; 2026Q2: 3,938 shares 3,938 $564K 0.05% -210 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: 13,203 shares; 2024Q4: 9,263 shares; 2025Q1: 11,683 shares; 2025Q2: 14,621 shares; 2025Q3: 12,859 shares; 2025Q4: 12,245 shares; 2026Q1: 9,541 shares; 2026Q2: 7,276 shares 7,276 $557K 0.05% -2,265 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 26,124 shares 26,124 $556K 0.05% new 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: 6,866 shares; 2024Q4: 8,238 shares; 2025Q1: 7,331 shares; 2025Q2: 6,487 shares; 2025Q3: 5,214 shares; 2025Q4: 4,723 shares; 2026Q1: 4,828 shares; 2026Q2: 4,446 shares 4,446 $553K 0.05% -382 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: 242 shares 242 $550K 0.05% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,073 shares; 2024Q4: 12,304 shares; 2025Q1: 6,278 shares; 2025Q2: 6,088 shares; 2025Q3: 5,548 shares; 2025Q4: 5,566 shares; 2026Q1: 5,376 shares; 2026Q2: 5,262 shares 5,262 $544K 0.05% -114 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,572 shares; 2024Q4: 18,235 shares; 2025Q1: 18,316 shares; 2025Q2: 18,316 shares; 2025Q3: 18,316 shares; 2025Q4: 18,117 shares; 2026Q1: 18,040 shares; 2026Q2: 18,040 shares 18,040 $544K 0.05% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,053 shares; 2024Q4: 16,072 shares; 2025Q1: 15,684 shares; 2025Q2: 14,767 shares; 2025Q3: 14,757 shares; 2025Q4: 14,766 shares; 2026Q1: 14,766 shares; 2026Q2: 11,430 shares 11,430 $543K 0.05% -3,336 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,562 shares; 2024Q4: 6,500 shares; 2025Q1: 5,793 shares; 2025Q2: 2,594 shares; 2025Q3: 2,677 shares; 2025Q4: 2,764 shares; 2026Q1: 2,868 shares; 2026Q2: 2,414 shares 2,414 $532K 0.05% -454 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 635 shares; 2025Q4: 718 shares; 2026Q1: 587 shares; 2026Q2: 1,017 shares 1,017 $532K 0.05% +430 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,102 shares; 2024Q4: 22,144 shares; 2025Q1: 22,144 shares; 2025Q2: 22,127 shares; 2025Q3: 22,282 shares; 2025Q4: 22,297 shares; 2026Q1: 23,566 shares; 2026Q2: 22,867 shares 22,867 $529K 0.05% -699 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,587 shares 5,587 $528K 0.05% 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: 3,872 shares; 2024Q4: 5,111 shares; 2025Q1: 4,949 shares; 2025Q2: 5,297 shares; 2025Q3: 4,923 shares; 2025Q4: 4,951 shares; 2026Q1: 4,902 shares; 2026Q2: 4,909 shares 4,909 $528K 0.05% +7 Timeline DNOV 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: 13,968 shares; 2024Q4: 13,360 shares; 2025Q1: 12,878 shares; 2025Q2: 12,546 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares; 2026Q2: 10,177 shares 10,177 $523K 0.05% -690 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: 1,096 shares; 2025Q2: 1,176 shares; 2025Q3: 1,182 shares; 2025Q4: 1,213 shares; 2026Q1: 1,235 shares; 2026Q2: 1,377 shares 1,377 $515K 0.05% +142 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,055 shares; 2026Q1: 16,742 shares; 2026Q2: 20,092 shares 20,092 $514K 0.05% +3,350 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,993 shares; 2024Q4: 20,383 shares; 2025Q1: 16,206 shares; 2025Q2: 15,858 shares; 2025Q3: 15,858 shares; 2025Q4: 15,121 shares; 2026Q1: 15,291 shares; 2026Q2: 15,276 shares 15,276 $509K 0.05% -15 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,705 shares; 2025Q1: 1,496 shares; 2025Q2: 1,696 shares; 2025Q3: 1,703 shares; 2025Q4: 1,702 shares; 2026Q1: 1,773 shares; 2026Q2: 1,983 shares 1,983 $505K 0.05% +210 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: 11,868 shares; 2024Q4: 12,187 shares; 2025Q1: 8,976 shares; 2025Q2: 8,979 shares; 2025Q3: 8,889 shares; 2025Q4: 11,402 shares; 2026Q1: 11,473 shares; 2026Q2: 11,319 shares 11,319 $503K 0.05% -154 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 16,915 shares; 2025Q4: 16,967 shares; 2026Q1: 18,120 shares; 2026Q2: 18,219 shares 18,219 $499K 0.05% +99 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,335 shares; 2024Q4: 10,947 shares; 2025Q1: 10,596 shares; 2025Q2: 8,850 shares; 2025Q3: 8,567 shares; 2025Q4: 5,767 shares; 2026Q1: 5,993 shares; 2026Q2: 10,772 shares 10,772 $497K 0.05% +4,779 Timeline SDS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 8,700 shares 8,700 $495K 0.04% +5,500 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $489K 0.04% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,937 shares; 2024Q4: 14,706 shares; 2025Q1: 10,854 shares; 2025Q2: 9,732 shares; 2025Q3: 8,561 shares; 2025Q4: 8,271 shares; 2026Q1: 7,670 shares; 2026Q2: 6,677 shares 6,677 $489K 0.04% -993 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,209 shares; 2025Q1: 3,211 shares; 2025Q2: 3,188 shares; 2025Q3: 3,187 shares; 2025Q4: 3,184 shares; 2026Q1: 3,408 shares; 2026Q2: 3,392 shares 3,392 $483K 0.04% -16 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: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,566 shares; 2025Q3: 1,576 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: 1,566 shares 1,566 $480K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,076 shares; 2025Q2: 7,152 shares; 2025Q3: 7,152 shares; 2025Q4: 7,152 shares; 2026Q1: 6,952 shares; 2026Q2: 6,941 shares 6,941 $475K 0.04% -11 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,236 shares; 2025Q2: 4,236 shares; 2025Q3: 4,236 shares; 2025Q4: 4,236 shares; 2026Q1: 4,236 shares; 2026Q2: 4,236 shares 4,236 $474K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,123 shares; 2025Q1: 1,082 shares; 2025Q2: 1,083 shares; 2025Q3: 1,078 shares; 2025Q4: 1,064 shares; 2026Q1: 1,042 shares; 2026Q2: 1,025 shares 1,025 $470K 0.04% -17 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 3,909 shares; 2025Q1: 2,725 shares; 2025Q2: 2,620 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,451 shares; 2026Q2: 4,356 shares 4,356 $469K 0.04% -95 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares; 2026Q2: 2,370 shares 2,370 $468K 0.04% +1 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: 10,763 shares; 2024Q4: 10,866 shares; 2025Q1: 10,756 shares; 2025Q2: 10,591 shares; 2025Q3: 12,192 shares; 2025Q4: 16,370 shares; 2026Q1: 13,135 shares; 2026Q2: 12,608 shares 12,608 $467K 0.04% -527 Timeline EUFN 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: 11,865 shares 11,865 $463K 0.04% new Timeline SCHZ 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: 18,808 shares; 2024Q4: 37,631 shares; 2025Q1: 32,948 shares; 2025Q2: 32,019 shares; 2025Q3: 24,667 shares; 2025Q4: 19,197 shares; 2026Q1: 19,292 shares; 2026Q2: 19,625 shares 19,625 $454K 0.04% +333 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,353 shares; 2024Q4: 10,054 shares; 2025Q1: 9,672 shares; 2025Q2: 14,679 shares; 2025Q3: 12,375 shares; 2025Q4: 12,292 shares; 2026Q1: 12,308 shares; 2026Q2: 10,249 shares 10,249 $453K 0.04% -2,059 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,196 shares; 2025Q1: 1,743 shares; 2025Q2: 1,687 shares; 2025Q3: 1,606 shares; 2025Q4: 1,616 shares; 2026Q1: 1,634 shares; 2026Q2: 1,641 shares 1,641 $452K 0.04% +7 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,691 shares; 2024Q4: 10,573 shares; 2025Q1: 9,617 shares; 2025Q2: 9,442 shares; 2025Q3: 7,889 shares; 2025Q4: 7,491 shares; 2026Q1: 7,628 shares; 2026Q2: 8,317 shares 8,317 $452K 0.04% +689 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,380 shares; 2024Q4: 6,351 shares; 2025Q1: 6,401 shares; 2025Q2: 9,955 shares; 2025Q3: 10,355 shares; 2025Q4: 9,037 shares; 2026Q1: 8,931 shares; 2026Q2: 5,392 shares 5,392 $451K 0.04% -3,539 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,289 shares; 2024Q4: 6,322 shares; 2025Q1: 6,330 shares; 2025Q2: 6,184 shares; 2025Q3: 6,131 shares; 2025Q4: 6,131 shares; 2026Q1: 6,514 shares; 2026Q2: 6,473 shares 6,473 $450K 0.04% -41 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,987 shares; 2024Q4: 9,689 shares; 2025Q1: 9,689 shares; 2025Q2: 9,689 shares; 2025Q3: 9,689 shares; 2025Q4: 9,689 shares; 2026Q1: 9,689 shares; 2026Q2: 9,689 shares 9,689 $447K 0.04% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,109 shares; 2024Q4: 13,112 shares; 2025Q1: 9,312 shares; 2025Q2: 9,312 shares; 2025Q3: 5,703 shares; 2025Q4: 5,703 shares; 2026Q1: 5,353 shares; 2026Q2: 4,966 shares 4,966 $439K 0.04% -387 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,657 shares; 2024Q4: 19,867 shares; 2025Q1: 12,713 shares; 2025Q2: 12,778 shares; 2025Q3: 12,475 shares; 2025Q4: 12,354 shares; 2026Q1: 13,202 shares; 2026Q2: 14,271 shares 14,271 $435K 0.04% +1,069 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,311 shares; 2025Q1: 7,558 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,802 shares; 2026Q1: 8,802 shares; 2026Q2: 8,721 shares 8,721 $430K 0.04% -81 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 14,424 shares; 2025Q1: 14,774 shares; 2025Q2: 14,778 shares; 2025Q3: 14,007 shares; 2025Q4: 13,999 shares; 2026Q1: 13,407 shares; 2026Q2: 12,503 shares 12,503 $423K 0.04% -904 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: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 313 shares; 2026Q2: 359 shares 359 $422K 0.04% +46 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,568 shares; 2026Q2: 5,533 shares 5,533 $421K 0.04% +965 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: 31,920 shares; 2024Q4: 32,194 shares; 2025Q1: 7,046 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares; 2025Q4: 6,664 shares; 2026Q1: 6,664 shares; 2026Q2: 6,659 shares 6,659 $420K 0.04% -5 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: 1,856 shares 1,856 $416K 0.04% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,527 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $413K 0.04% 0 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: 1,856 shares 1,856 $410K 0.04% new Timeline IEX IDEX CORP More: the full row for IDEX 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: 1,773 shares; 2025Q4: 1,405 shares; 2026Q1: 2,051 shares; 2026Q2: 1,796 shares 1,796 $408K 0.04% -255 Timeline FNOV 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: 4,460 shares; 2024Q4: 7,260 shares; 2025Q1: 7,260 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares; 2025Q4: 7,260 shares; 2026Q1: 7,260 shares; 2026Q2: 6,916 shares 6,916 $405K 0.04% -344 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 3,932 shares; 2025Q1: 3,372 shares; 2025Q2: 3,011 shares; 2025Q3: 3,033 shares; 2025Q4: 3,028 shares; 2026Q1: not reported; 2026Q2: 937 shares 937 $404K 0.04% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,207 shares; 2025Q2: 28,137 shares; 2025Q3: 56,875 shares; 2025Q4: 60,734 shares; 2026Q1: 1,776 shares; 2026Q2: 1,477 shares 1,477 $404K 0.04% -299 Timeline IBDY 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: 15,461 shares 15,461 $398K 0.04% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 10,666 shares; 2025Q3: 14,942 shares; 2025Q4: 15,558 shares; 2026Q1: 6,498 shares; 2026Q2: 6,309 shares 6,309 $386K 0.04% -189 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares; 2026Q2: 5,255 shares 5,255 $385K 0.03% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 2,068 shares; 2026Q1: 2,085 shares; 2026Q2: 2,165 shares 2,165 $377K 0.03% +80 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,595 shares; 2025Q1: 2,771 shares; 2025Q2: 2,588 shares; 2025Q3: 2,503 shares; 2025Q4: 2,466 shares; 2026Q1: 2,468 shares; 2026Q2: 2,161 shares 2,161 $376K 0.03% -307 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: 2,275 shares; 2026Q1: 2,345 shares; 2026Q2: 2,685 shares 2,685 $376K 0.03% +340 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 762 shares; 2026Q1: 785 shares; 2026Q2: 1,025 shares 1,025 $374K 0.03% +240 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,467 shares; 2025Q2: 1,574 shares; 2025Q3: 1,541 shares; 2025Q4: 1,556 shares; 2026Q1: 1,554 shares; 2026Q2: 1,571 shares 1,571 $373K 0.03% +17 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: 7,518 shares; 2024Q4: 7,518 shares; 2025Q1: 7,518 shares; 2025Q2: 7,518 shares; 2025Q3: 7,518 shares; 2025Q4: 7,518 shares; 2026Q1: 7,518 shares; 2026Q2: 7,518 shares 7,518 $373K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,148 shares; 2025Q1: 1,061 shares; 2025Q2: 1,099 shares; 2025Q3: 1,032 shares; 2025Q4: 1,109 shares; 2026Q1: 1,113 shares; 2026Q2: 935 shares 935 $372K 0.03% -178 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,885 shares; 2024Q4: 85,661 shares; 2025Q1: 72,657 shares; 2025Q2: 69,544 shares; 2025Q3: 53,117 shares; 2025Q4: 50,522 shares; 2026Q1: 3,984 shares; 2026Q2: 3,984 shares 3,984 $371K 0.03% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 5,410 shares; 2025Q1: 5,250 shares; 2025Q2: 5,253 shares; 2025Q3: 5,255 shares; 2025Q4: 5,258 shares; 2026Q1: 5,261 shares; 2026Q2: 5,261 shares 5,261 $371K 0.03% 0 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: 4,321 shares; 2024Q4: 4,321 shares; 2025Q1: 3,985 shares; 2025Q2: 4,024 shares; 2025Q3: 3,974 shares; 2025Q4: 4,079 shares; 2026Q1: 4,069 shares; 2026Q2: 3,813 shares 3,813 $368K 0.03% -256 Timeline SJNK 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: 29,480 shares; 2024Q4: 27,977 shares; 2025Q1: 23,265 shares; 2025Q2: 17,786 shares; 2025Q3: 16,563 shares; 2025Q4: 16,201 shares; 2026Q1: 15,001 shares; 2026Q2: 14,656 shares 14,656 $367K 0.03% -345 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $365K 0.03% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,111 shares 2,111 $361K 0.03% new 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: 2,068 shares; 2024Q4: 2,060 shares; 2025Q1: 1,658 shares; 2025Q2: 1,583 shares; 2025Q3: 1,577 shares; 2025Q4: 1,578 shares; 2026Q1: 1,605 shares; 2026Q2: 1,455 shares 1,455 $358K 0.03% -150 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: 15,930 shares; 2024Q4: 14,559 shares; 2025Q1: 14,976 shares; 2025Q2: 15,198 shares; 2025Q3: 15,211 shares; 2025Q4: 15,862 shares; 2026Q1: 16,573 shares; 2026Q2: 17,292 shares 17,292 $358K 0.03% +719 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: 4,921 shares; 2024Q4: 3,886 shares; 2025Q1: 7,227 shares; 2025Q2: 7,409 shares; 2025Q3: 6,677 shares; 2025Q4: 5,593 shares; 2026Q1: 5,258 shares; 2026Q2: 3,609 shares 3,609 $357K 0.03% -1,649 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: 2,378 shares; 2026Q1: 2,556 shares; 2026Q2: 2,199 shares 2,199 $355K 0.03% -357 Timeline FLRN 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: 201,653 shares; 2024Q4: 174,074 shares; 2025Q1: 24,148 shares; 2025Q2: 17,936 shares; 2025Q3: 15,154 shares; 2025Q4: 13,695 shares; 2026Q1: 12,814 shares; 2026Q2: 11,462 shares 11,462 $354K 0.03% -1,352 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 362 shares 362 $349K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,516 shares; 2024Q4: 2,502 shares; 2025Q1: 2,387 shares; 2025Q2: 2,538 shares; 2025Q3: 2,537 shares; 2025Q4: 2,547 shares; 2026Q1: 2,499 shares; 2026Q2: 1,987 shares 1,987 $349K 0.03% -512 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,335 shares; 2025Q2: 1,316 shares; 2025Q3: 1,321 shares; 2025Q4: 1,216 shares; 2026Q1: 1,216 shares; 2026Q2: 1,113 shares 1,113 $345K 0.03% -103 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: 5,485 shares; 2024Q4: 5,375 shares; 2025Q1: 4,650 shares; 2025Q2: 3,771 shares; 2025Q3: 3,566 shares; 2025Q4: 3,718 shares; 2026Q1: 3,489 shares; 2026Q2: 3,539 shares 3,539 $341K 0.03% +50 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: 5,157 shares; 2025Q2: 7,662 shares; 2025Q3: 8,079 shares; 2025Q4: 8,116 shares; 2026Q1: 4,228 shares; 2026Q2: 4,103 shares 4,103 $340K 0.03% -125 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 983 shares; 2026Q2: 1,269 shares 1,269 $339K 0.03% +286 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,233 shares; 2024Q4: 32,291 shares; 2025Q1: 31,031 shares; 2025Q2: 26,440 shares; 2025Q3: 23,746 shares; 2025Q4: 20,989 shares; 2026Q1: 3,373 shares; 2026Q2: 2,953 shares 2,953 $336K 0.03% -420 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 437 shares 437 $333K 0.03% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,451 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares; 2026Q2: 6,451 shares 6,451 $331K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 459 shares 459 $330K 0.03% +66 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,106 shares; 2025Q4: 2,133 shares; 2026Q1: 2,143 shares; 2026Q2: 1,897 shares 1,897 $322K 0.03% -246 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: 3,131 shares; 2024Q4: 3,131 shares; 2025Q1: 2,902 shares; 2025Q2: 2,826 shares; 2025Q3: 2,821 shares; 2025Q4: 2,821 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $316K 0.03% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,451 shares; 2024Q4: 9,433 shares; 2025Q1: 7,441 shares; 2025Q2: 7,439 shares; 2025Q3: 7,349 shares; 2025Q4: 7,011 shares; 2026Q1: 6,913 shares; 2026Q2: 5,639 shares 5,639 $313K 0.03% -1,274 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: 3,050 shares; 2024Q4: 9,475 shares; 2025Q1: 9,875 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,875 shares; 2026Q1: 10,607 shares; 2026Q2: 10,607 shares 10,607 $312K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,255 shares; 2026Q1: 1,274 shares; 2026Q2: 1,339 shares 1,339 $304K 0.03% +65 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,667 shares; 2025Q4: 2,671 shares; 2026Q1: 2,687 shares; 2026Q2: 2,687 shares 2,687 $300K 0.03% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,843 shares; 2025Q1: 2,973 shares; 2025Q2: 2,934 shares; 2025Q3: 2,924 shares; 2025Q4: 2,918 shares; 2026Q1: 2,192 shares; 2026Q2: 1,939 shares 1,939 $300K 0.03% -253 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $292K 0.03% 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: 2,435 shares; 2024Q4: 2,438 shares; 2025Q1: 2,475 shares; 2025Q2: 2,474 shares; 2025Q3: 2,458 shares; 2025Q4: 2,465 shares; 2026Q1: 2,479 shares; 2026Q2: 2,483 shares 2,483 $291K 0.03% +4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,890 shares; 2024Q4: 14,254 shares; 2025Q1: 13,015 shares; 2025Q2: 11,757 shares; 2025Q3: 16,529 shares; 2025Q4: 12,634 shares; 2026Q1: 14,650 shares; 2026Q2: 13,536 shares 13,536 $290K 0.03% -1,114 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: 2,416 shares; 2024Q4: 2,414 shares; 2025Q1: 2,432 shares; 2025Q2: 1,280 shares; 2025Q3: 1,180 shares; 2025Q4: 1,273 shares; 2026Q1: 1,133 shares; 2026Q2: 1,290 shares 1,290 $289K 0.03% +157 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,234 shares; 2024Q4: 2,052 shares; 2025Q1: 2,139 shares; 2025Q2: 2,300 shares; 2025Q3: not reported; 2025Q4: 2,262 shares; 2026Q1: 2,268 shares; 2026Q2: 2,139 shares 2,139 $279K 0.03% -129 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 11,097 shares 11,097 $275K 0.02% new Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 11,130 shares 11,130 $275K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 808 shares; 2025Q2: 1,096 shares; 2025Q3: 1,084 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares 1,781 $274K 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,484 shares; 2024Q4: 20,461 shares; 2025Q1: 23,216 shares; 2025Q2: 25,817 shares; 2025Q3: 31,032 shares; 2025Q4: 33,807 shares; 2026Q1: 3,145 shares; 2026Q2: 2,829 shares 2,829 $273K 0.02% -316 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 2,731 shares 2,731 $272K 0.02% new Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 2,348 shares 2,348 $271K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,037 shares 1,037 $270K 0.02% +4 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 10,885 shares 10,885 $270K 0.02% new Timeline FMAR 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: 13,200 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 5,152 shares; 2025Q4: 5,152 shares; 2026Q1: 5,152 shares; 2026Q2: 5,152 shares 5,152 $269K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 937 shares; 2026Q2: 1,033 shares 1,033 $264K 0.02% +96 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: 5,621 shares; 2025Q1: 3,328 shares; 2025Q2: 3,490 shares; 2025Q3: 4,040 shares; 2025Q4: 3,525 shares; 2026Q1: 3,581 shares; 2026Q2: 3,280 shares 3,280 $262K 0.02% -301 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: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,539 shares; 2025Q3: 1,558 shares; 2025Q4: 1,588 shares; 2026Q1: 1,554 shares; 2026Q2: 1,620 shares 1,620 $262K 0.02% +66 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 10,627 shares 10,627 $262K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,382 shares; 2024Q4: 6,076 shares; 2025Q1: 4,774 shares; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,557 shares; 2026Q1: 4,339 shares; 2026Q2: 4,335 shares 4,335 $262K 0.02% -4 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,826 shares; 2025Q1: 2,831 shares; 2025Q2: 2,836 shares; 2025Q3: 2,841 shares; 2025Q4: 2,846 shares; 2026Q1: 2,850 shares; 2026Q2: 2,854 shares 2,854 $261K 0.02% +4 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,240 shares; 2025Q2: 1,210 shares; 2025Q3: 1,201 shares; 2025Q4: 1,207 shares; 2026Q1: 1,214 shares; 2026Q2: 1,070 shares 1,070 $255K 0.02% -144 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: 1,673 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,497 shares; 2026Q1: 1,540 shares; 2026Q2: 1,678 shares 1,678 $254K 0.02% +138 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: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 689 shares 689 $252K 0.02% +1 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 3,190 shares; 2025Q1: 3,196 shares; 2025Q2: 3,210 shares; 2025Q3: 3,228 shares; 2025Q4: 3,238 shares; 2026Q1: 3,241 shares; 2026Q2: 3,278 shares 3,278 $249K 0.02% +37 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: not reported; 2026Q2: 4,834 shares 4,834 $249K 0.02% 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $246K 0.02% 0 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: 4,307 shares; 2024Q4: 3,891 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,108 shares; 2025Q4: 3,109 shares; 2026Q1: 3,109 shares; 2026Q2: 3,097 shares 3,097 $245K 0.02% -12 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329 shares; 2024Q4: 4,337 shares; 2025Q1: 4,277 shares; 2025Q2: 4,217 shares; 2025Q3: 3,250 shares; 2025Q4: 2,706 shares; 2026Q1: not reported; 2026Q2: 2,707 shares 2,707 $242K 0.02% new 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: 3,036 shares; 2026Q1: 3,078 shares; 2026Q2: 3,129 shares 3,129 $241K 0.02% +51 Timeline XAR 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: 849 shares 849 $241K 0.02% new Timeline EUDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,675 shares; 2024Q4: not reported; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares; 2026Q1: 6,175 shares; 2026Q2: 6,179 shares 6,179 $240K 0.02% +4 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,347 shares 4,347 $240K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 786 shares; 2026Q1: 787 shares; 2026Q2: 751 shares 751 $236K 0.02% -36 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: 3,119 shares 3,119 $234K 0.02% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,520 shares; 2025Q1: 1,526 shares; 2025Q2: 1,367 shares; 2025Q3: 1,372 shares; 2025Q4: 1,445 shares; 2026Q1: 1,684 shares; 2026Q2: 1,481 shares 1,481 $232K 0.02% -203 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 684 shares; 2025Q3: 682 shares; 2025Q4: 673 shares; 2026Q1: not reported; 2026Q2: 673 shares 673 $232K 0.02% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,511 shares 3,511 $230K 0.02% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 117 shares 117 $229K 0.02% -19 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2026Q2: 681 shares 681 $228K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,668 shares 1,668 $226K 0.02% new Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 4,991 shares; 2025Q3: 5,712 shares; 2025Q4: 6,134 shares; 2026Q1: 6,265 shares; 2026Q2: 4,948 shares 4,948 $226K 0.02% -1,317 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: 1,247 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,324 shares; 2026Q1: 1,343 shares; 2026Q2: 1,022 shares 1,022 $221K 0.02% -321 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: 10,846 shares; 2024Q4: 10,656 shares; 2025Q1: 9,982 shares; 2025Q2: 9,992 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,005 shares; 2026Q2: 6,013 shares 6,013 $221K 0.02% +8 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: 983 shares; 2026Q1: not reported; 2026Q2: 1,082 shares 1,082 $217K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 690 shares; 2026Q2: 691 shares 691 $216K 0.02% +1 Timeline JNK 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: 2,754 shares; 2024Q4: 2,754 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares 2,231 $215K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares 883 $215K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 189 shares 189 $214K 0.02% new Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 2,839 shares; 2025Q4: 2,799 shares; 2026Q1: 2,694 shares; 2026Q2: 2,547 shares 2,547 $213K 0.02% -147 Timeline XPO XPO INC More: the full row for XPO 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: 1,017 shares 1,017 $209K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 382 shares; 2026Q1: not reported; 2026Q2: 416 shares 416 $209K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 856 shares 856 $207K 0.02% new Timeline IAGG 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: 4,077 shares 4,077 $206K 0.02% new Timeline LQD 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: 2,612 shares; 2025Q2: 1,947 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884 $205K 0.02% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,236 shares 1,236 $204K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,171 shares; 2025Q1: 1,097 shares; 2025Q2: 1,130 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,250 shares; 2026Q2: 1,046 shares 1,046 $203K 0.02% -204 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $200K 0.02% new Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,913 shares; 2024Q4: 8,059 shares; 2025Q1: 8,213 shares; 2025Q2: 8,044 shares; 2025Q3: 9,244 shares; 2025Q4: 9,321 shares; 2026Q1: 11,371 shares; 2026Q2: 11,904 shares 11,904 $184K 0.02% +533 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,345 shares; 2024Q4: 14,766 shares; 2025Q1: 14,983 shares; 2025Q2: 15,322 shares; 2025Q3: 15,661 shares; 2025Q4: 16,112 shares; 2026Q1: 16,332 shares; 2026Q2: 16,682 shares 16,682 $131K 0.01% +350 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,393 shares; 2025Q4: 12,393 shares; 2026Q1: 12,393 shares; 2026Q2: 12,393 shares 12,393 $60.6K 0.01% 0 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL 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: 12,017 shares 12,017 $21.6K <0.01% new Timeline