IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,911 shares; 2024Q4: 76,193 shares; 2025Q1: 82,139 shares; 2025Q2: 86,229 shares; 2025Q3: 87,814 shares; 2025Q4: 87,628 shares; 2026Q1: 93,364 shares; 2026Q2: 99,101 shares 99,101 $74.2M 28.83% +5,737 Timeline MOAT 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: 272,980 shares; 2024Q4: 269,598 shares; 2025Q1: 249,495 shares; 2025Q2: 232,928 shares; 2025Q3: 219,300 shares; 2025Q4: 214,645 shares; 2026Q1: 186,512 shares; 2026Q2: 179,283 shares 179,283 $18.6M 7.24% -7,229 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,295 shares; 2025Q4: 9,868 shares; 2026Q1: 114,332 shares; 2026Q2: 360,506 shares 360,506 $17.9M 6.94% +246,174 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: 32,989 shares; 2024Q4: 32,733 shares; 2025Q1: 32,112 shares; 2025Q2: 29,664 shares; 2025Q3: 29,333 shares; 2025Q4: 29,279 shares; 2026Q1: 29,709 shares; 2026Q2: 30,210 shares 30,210 $10.8M 4.19% +501 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,734 shares; 2024Q4: 72,250 shares; 2025Q1: 74,199 shares; 2025Q2: 112,901 shares; 2025Q3: 85,871 shares; 2025Q4: 86,100 shares; 2026Q1: 84,839 shares; 2026Q2: 84,339 shares 84,339 $7.6M 2.95% -500 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,777 shares; 2025Q3: 63,711 shares; 2025Q4: 63,586 shares; 2026Q1: 83,081 shares; 2026Q2: 90,297 shares 90,297 $7.56M 2.94% +7,216 Timeline XSD 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: 11,851 shares; 2024Q4: 11,604 shares; 2025Q1: 11,481 shares; 2025Q2: 11,563 shares; 2025Q3: 11,337 shares; 2025Q4: 11,329 shares; 2026Q1: 11,369 shares; 2026Q2: 11,434 shares 11,434 $7.13M 2.77% +65 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 128,881 shares; 2026Q2: 132,982 shares 132,982 $6.62M 2.57% +4,101 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: 17,826 shares; 2024Q4: 17,588 shares; 2025Q1: 17,717 shares; 2025Q2: 17,811 shares; 2025Q3: 17,689 shares; 2025Q4: 18,013 shares; 2026Q1: 16,795 shares; 2026Q2: 16,722 shares 16,722 $6.24M 2.42% -73 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: not reported; 2024Q4: not reported; 2025Q1: 57,220 shares; 2025Q2: 60,626 shares; 2025Q3: 69,941 shares; 2025Q4: 202,120 shares; 2026Q1: 256,851 shares; 2026Q2: 276,416 shares 276,416 $5.76M 2.24% +19,565 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: 23,557 shares; 2025Q4: 35,115 shares; 2026Q1: 129,015 shares; 2026Q2: 104,415 shares 104,415 $5.27M 2.05% -24,600 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: 18,202 shares; 2024Q4: 17,974 shares; 2025Q1: 18,242 shares; 2025Q2: 18,416 shares; 2025Q3: 19,240 shares; 2025Q4: 19,965 shares; 2026Q1: 21,431 shares; 2026Q2: 21,864 shares 21,864 $5.21M 2.02% +433 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: 34,084 shares; 2024Q4: 30,496 shares; 2025Q1: 31,074 shares; 2025Q2: 30,578 shares; 2025Q3: 29,933 shares; 2025Q4: 25,321 shares; 2026Q1: 24,737 shares; 2026Q2: 22,443 shares 22,443 $4.89M 1.9% -2,294 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: not reported; 2024Q4: not reported; 2025Q1: 49,150 shares; 2025Q2: 53,684 shares; 2025Q3: 55,042 shares; 2025Q4: 70,128 shares; 2026Q1: 111,603 shares; 2026Q2: 191,235 shares 191,235 $4.17M 1.62% +79,632 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: 20,592 shares; 2024Q4: 20,327 shares; 2025Q1: 20,617 shares; 2025Q2: 20,647 shares; 2025Q3: 20,681 shares; 2025Q4: 20,561 shares; 2026Q1: 20,159 shares; 2026Q2: 16,565 shares 16,565 $4.03M 1.56% -3,594 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: 8,911 shares; 2024Q4: 8,709 shares; 2025Q1: 8,966 shares; 2025Q2: 9,040 shares; 2025Q3: 8,937 shares; 2025Q4: 9,150 shares; 2026Q1: 9,296 shares; 2026Q2: 9,908 shares 9,908 $3.74M 1.45% +612 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: 33,127 shares; 2024Q4: 26,314 shares; 2025Q1: 26,328 shares; 2025Q2: 27,339 shares; 2025Q3: 26,645 shares; 2025Q4: 52,046 shares; 2026Q1: 52,818 shares; 2026Q2: 65,097 shares 65,097 $3.46M 1.34% +12,279 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 6,233 shares; 2025Q4: 7,836 shares; 2026Q1: 6,651 shares; 2026Q2: 35,335 shares 35,335 $3.11M 1.21% +28,684 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: 2,773 shares; 2024Q4: 2,716 shares; 2025Q1: 2,721 shares; 2025Q2: 2,750 shares; 2025Q3: 2,703 shares; 2025Q4: 2,644 shares; 2026Q1: 2,657 shares; 2026Q2: 2,650 shares 2,650 $2.68M 1.04% -7 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: 2,506 shares; 2025Q1: 2,540 shares; 2025Q2: 2,582 shares; 2025Q3: 2,537 shares; 2025Q4: 2,491 shares; 2026Q1: 2,622 shares; 2026Q2: 2,721 shares 2,721 $2.62M 1.02% +99 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,805 shares; 2025Q2: 7,027 shares; 2025Q3: 7,078 shares; 2025Q4: 7,088 shares; 2026Q1: 7,002 shares; 2026Q2: 7,029 shares 7,029 $2.6M 1.01% +27 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: 7,084 shares; 2024Q4: 7,084 shares; 2025Q1: 7,084 shares; 2025Q2: 7,084 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares; 2026Q2: 7,084 shares 7,084 $2.59M 1.01% 0 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: 162,304 shares; 2024Q4: 193,832 shares; 2025Q1: 212,647 shares; 2025Q2: 233,935 shares; 2025Q3: 240,325 shares; 2025Q4: 264,526 shares; 2026Q1: 476,015 shares; 2026Q2: 104,541 shares 104,541 $2.53M 0.98% -371,474 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,415 shares; 2025Q2: 48,674 shares; 2025Q3: not reported; 2025Q4: 15,601 shares; 2026Q1: 106,225 shares; 2026Q2: 109,199 shares 109,199 $2.53M 0.98% +2,974 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: 26,538 shares; 2024Q4: 25,839 shares; 2025Q1: 23,315 shares; 2025Q2: 23,187 shares; 2025Q3: 22,686 shares; 2025Q4: 22,229 shares; 2026Q1: 22,168 shares; 2026Q2: 22,111 shares 22,111 $2.5M 0.97% -57 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: 1,990 shares; 2024Q4: 1,960 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,241 shares; 2025Q4: 2,458 shares; 2026Q1: 6,200 shares; 2026Q2: 7,641 shares 7,641 $2.21M 0.86% +1,441 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,470 shares; 2024Q4: 4,376 shares; 2025Q1: 4,470 shares; 2025Q2: 4,379 shares; 2025Q3: 4,310 shares; 2025Q4: 4,121 shares; 2026Q1: 4,107 shares; 2026Q2: 4,092 shares 4,092 $2.03M 0.79% -15 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP 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: 45,801 shares; 2026Q2: 47,801 shares 47,801 $1.88M 0.73% +2,000 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: 4,905 shares; 2024Q4: 4,821 shares; 2025Q1: 4,834 shares; 2025Q2: 4,838 shares; 2025Q3: 4,884 shares; 2025Q4: 4,798 shares; 2026Q1: 5,533 shares; 2026Q2: 5,527 shares 5,527 $1.87M 0.73% -6 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,815 shares; 2024Q4: 10,511 shares; 2025Q1: 10,539 shares; 2025Q2: 10,481 shares; 2025Q3: 10,268 shares; 2025Q4: 9,973 shares; 2026Q1: 10,015 shares; 2026Q2: 9,944 shares 9,944 $1.78M 0.69% -71 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 4,997 shares; 2025Q1: 5,038 shares; 2025Q2: 5,024 shares; 2025Q3: 5,028 shares; 2025Q4: 4,998 shares; 2026Q1: 5,027 shares; 2026Q2: 5,020 shares 5,020 $1.64M 0.64% -7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,131 shares; 2024Q4: 4,025 shares; 2025Q1: 3,067 shares; 2025Q2: 2,936 shares; 2025Q3: 2,885 shares; 2025Q4: 14,381 shares; 2026Q1: 15,197 shares; 2026Q2: 15,766 shares 15,766 $1.57M 0.61% +569 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: 2,964 shares; 2024Q4: 2,856 shares; 2025Q1: 2,941 shares; 2025Q2: 2,947 shares; 2025Q3: 2,915 shares; 2025Q4: 2,880 shares; 2026Q1: 2,960 shares; 2026Q2: 3,067 shares 3,067 $1.56M 0.61% +107 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: 2,657 shares; 2024Q4: 2,607 shares; 2025Q1: 2,587 shares; 2025Q2: 2,621 shares; 2025Q3: 2,580 shares; 2025Q4: 2,574 shares; 2026Q1: 2,582 shares; 2026Q2: 2,754 shares 2,754 $1.41M 0.55% +172 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: 6,027 shares; 2024Q4: 5,917 shares; 2025Q1: 5,960 shares; 2025Q2: 6,055 shares; 2025Q3: 5,956 shares; 2025Q4: 5,768 shares; 2026Q1: 3,695 shares; 2026Q2: 3,685 shares 3,685 $1.31M 0.51% -10 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,294 shares 10,294 $1.28M 0.5% new 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: 4,848 shares; 2024Q4: 4,790 shares; 2025Q1: 4,924 shares; 2025Q2: 5,027 shares; 2025Q3: 4,987 shares; 2025Q4: 4,798 shares; 2026Q1: 4,837 shares; 2026Q2: 6,451 shares 6,451 $1.22M 0.48% +1,614 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: 2,970 shares; 2024Q4: 2,970 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,791 shares; 2026Q2: 2,791 shares 2,791 $1.19M 0.46% 0 Timeline SMH 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: 5,100 shares; 2024Q4: 4,988 shares; 2025Q1: 7,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 1,599 shares; 2026Q2: 1,735 shares 1,735 $1.14M 0.44% +136 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,135 shares; 2024Q4: 9,948 shares; 2025Q1: 10,184 shares; 2025Q2: 12,618 shares; 2025Q3: 12,435 shares; 2025Q4: 12,145 shares; 2026Q1: 12,569 shares; 2026Q2: 12,275 shares 12,275 $1.1M 0.43% -294 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,134 shares; 2025Q2: 8,313 shares; 2025Q3: 8,030 shares; 2025Q4: 8,017 shares; 2026Q1: 8,090 shares; 2026Q2: 8,037 shares 8,037 $1.03M 0.4% -53 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,778 shares; 2024Q4: 5,738 shares; 2025Q1: 5,815 shares; 2025Q2: 5,219 shares; 2025Q3: 5,094 shares; 2025Q4: 4,846 shares; 2026Q1: 4,588 shares; 2026Q2: 4,495 shares 4,495 $985K 0.38% -93 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: 7,807 shares; 2024Q4: 7,626 shares; 2025Q1: 7,642 shares; 2025Q2: 7,727 shares; 2025Q3: 7,652 shares; 2025Q4: 7,497 shares; 2026Q1: 6,240 shares; 2026Q2: 6,132 shares 6,132 $961K 0.37% -108 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,811 shares; 2024Q4: 6,677 shares; 2025Q1: 6,694 shares; 2025Q2: 7,336 shares; 2025Q3: 7,414 shares; 2025Q4: 7,404 shares; 2026Q1: 7,787 shares; 2026Q2: 8,144 shares 8,144 $958K 0.37% +357 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,662 shares; 2026Q2: 4,757 shares 4,757 $952K 0.37% +2,095 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $855K 0.33% new 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: 15,747 shares; 2024Q4: 15,370 shares; 2025Q1: 15,605 shares; 2025Q2: 15,737 shares; 2025Q3: 15,816 shares; 2025Q4: 15,602 shares; 2026Q1: 15,793 shares; 2026Q2: 15,708 shares 15,708 $842K 0.33% -85 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,614 shares; 2025Q4: 8,288 shares; 2026Q1: 8,379 shares; 2026Q2: 8,334 shares 8,334 $805K 0.31% -45 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: 2,895 shares; 2024Q4: 2,845 shares; 2025Q1: 2,851 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 2,745 shares; 2026Q2: 2,678 shares 2,678 $798K 0.31% -67 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,498 shares; 2024Q4: 14,449 shares; 2025Q1: 14,544 shares; 2025Q2: 9,954 shares; 2025Q3: 9,915 shares; 2025Q4: 9,912 shares; 2026Q1: 10,118 shares; 2026Q2: 10,103 shares 10,103 $729K 0.28% -15 Timeline VCR 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: 847 shares; 2024Q4: 828 shares; 2025Q1: 851 shares; 2025Q2: 2,382 shares; 2025Q3: 2,333 shares; 2025Q4: 2,298 shares; 2026Q1: 1,835 shares; 2026Q2: 1,831 shares 1,831 $726K 0.28% -4 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: 7,412 shares; 2024Q4: 7,198 shares; 2025Q1: 7,293 shares; 2025Q2: 7,283 shares; 2025Q3: 7,409 shares; 2025Q4: 7,252 shares; 2026Q1: 7,600 shares; 2026Q2: 7,570 shares 7,570 $725K 0.28% -30 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: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 11,864 shares; 2025Q3: 11,637 shares; 2025Q4: 11,646 shares; 2026Q1: 11,664 shares; 2026Q2: 11,663 shares 11,663 $723K 0.28% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares; 2026Q2: 1,264 shares 1,264 $656K 0.25% -10 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,800 shares; 2026Q1: 3,240 shares; 2026Q2: 3,219 shares 3,219 $613K 0.24% -21 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: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $611K 0.24% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,202 shares; 2025Q3: 7,173 shares; 2025Q4: 7,154 shares; 2026Q1: 8,149 shares; 2026Q2: 7,905 shares 7,905 $506K 0.2% -244 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: 11,677 shares; 2024Q4: 11,686 shares; 2025Q1: 10,186 shares; 2025Q2: 10,251 shares; 2025Q3: 10,037 shares; 2025Q4: 5,746 shares; 2026Q1: 6,297 shares; 2026Q2: 6,265 shares 6,265 $490K 0.19% -32 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 10,221 shares; 2026Q1: 16,626 shares; 2026Q2: 18,182 shares 18,182 $483K 0.19% +1,556 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 32,392 shares 32,392 $431K 0.17% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,125 shares; 2025Q1: 2,975 shares; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $368K 0.14% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,022 shares; 2025Q2: 3,497 shares; 2025Q3: 3,993 shares; 2025Q4: 4,007 shares; 2026Q1: 4,150 shares; 2026Q2: 4,126 shares 4,126 $353K 0.14% -24 Timeline WQTM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,806 shares 7,806 $295K 0.11% new 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: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $294K 0.11% 0 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: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares; 2026Q1: 2,194 shares; 2026Q2: 2,194 shares 2,194 $287K 0.11% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 761 shares 761 $278K 0.11% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: 1,394 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,224 shares; 2026Q2: 1,224 shares 1,224 $274K 0.11% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 561 shares; 2026Q2: 518 shares 518 $259K 0.1% -43 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 789 shares; 2026Q2: 3,168 shares 3,168 $255K 0.1% +2,379 Timeline SHYG 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: 4,789 shares; 2025Q4: 5,225 shares; 2026Q1: 5,668 shares; 2026Q2: 6,018 shares 6,018 $255K 0.1% +350 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $253K 0.1% 0 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: 9,678 shares 9,678 $249K 0.1% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $247K 0.1% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,902 shares; 2025Q2: 7,294 shares; 2025Q3: 7,430 shares; 2025Q4: 7,390 shares; 2026Q1: 5,816 shares; 2026Q2: 4,748 shares 4,748 $246K 0.1% -1,068 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $240K 0.09% 0 Timeline IBMO 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: 8,320 shares; 2025Q3: 8,520 shares; 2025Q4: 8,520 shares; 2026Q1: 8,520 shares; 2026Q2: 8,520 shares 8,520 $218K 0.08% 0 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: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,433 shares; 2025Q2: 2,433 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares 2,344 $213K 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $207K 0.08% new Timeline IBMQ 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: 8,030 shares; 2025Q4: 8,030 shares; 2026Q1: 8,030 shares; 2026Q2: 8,030 shares 8,030 $205K 0.08% 0 Timeline