SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,371 shares; 2024Q4: 1,547,829 shares; 2025Q1: 1,194,019 shares; 2025Q2: 1,252,546 shares; 2025Q3: 1,118,815 shares; 2025Q4: 1,112,901 shares; 2026Q1: 1,070,991 shares; 2026Q2: 1,054,504 shares 1,054,504 $29.2M 7.21% -16,487 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: 117,641 shares; 2024Q4: 114,180 shares; 2025Q1: 93,044 shares; 2025Q2: 91,117 shares; 2025Q3: 87,871 shares; 2025Q4: 85,361 shares; 2026Q1: 80,034 shares; 2026Q2: 77,929 shares 77,929 $28.8M 7.12% -2,105 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: 71,088 shares; 2024Q4: 77,743 shares; 2025Q1: 58,563 shares; 2025Q2: 53,228 shares; 2025Q3: 48,530 shares; 2025Q4: 46,398 shares; 2026Q1: 40,305 shares; 2026Q2: 36,538 shares 36,538 $27.3M 6.74% -3,767 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 340,350 shares; 2025Q2: 367,708 shares; 2025Q3: 414,817 shares; 2025Q4: 492,384 shares; 2026Q1: 522,098 shares; 2026Q2: 521,491 shares 521,491 $23.8M 5.87% -607 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: 183,769 shares; 2024Q4: 182,448 shares; 2025Q1: 131,004 shares; 2025Q2: 128,620 shares; 2025Q3: 124,625 shares; 2025Q4: 122,276 shares; 2026Q1: 119,553 shares; 2026Q2: 119,402 shares 119,402 $19.6M 4.84% -151 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: 2,961 shares; 2024Q4: 5,133 shares; 2025Q1: 8,112 shares; 2025Q2: 7,048 shares; 2025Q3: 10,704 shares; 2025Q4: 13,124 shares; 2026Q1: 19,437 shares; 2026Q2: 21,272 shares 21,272 $15.9M 3.93% +1,835 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: 68,798 shares; 2024Q4: 64,647 shares; 2025Q1: 55,108 shares; 2025Q2: 55,113 shares; 2025Q3: 58,608 shares; 2025Q4: 71,436 shares; 2026Q1: 66,176 shares; 2026Q2: 65,497 shares 65,497 $13.1M 3.24% -679 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,446 shares; 2024Q4: 60,359 shares; 2025Q1: 46,048 shares; 2025Q2: 42,179 shares; 2025Q3: 43,060 shares; 2025Q4: 42,143 shares; 2026Q1: 40,872 shares; 2026Q2: 39,277 shares 39,277 $11.4M 2.82% -1,595 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,866 shares; 2024Q4: 270,173 shares; 2025Q1: 223,174 shares; 2025Q2: 231,085 shares; 2025Q3: 232,718 shares; 2025Q4: 211,359 shares; 2026Q1: 193,073 shares; 2026Q2: 181,078 shares 181,078 $11.3M 2.78% -11,995 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: 97,469 shares; 2024Q4: 94,609 shares; 2025Q1: 73,075 shares; 2025Q2: 74,405 shares; 2025Q3: 74,743 shares; 2025Q4: 74,487 shares; 2026Q1: 74,139 shares; 2026Q2: 74,689 shares 74,689 $11.1M 2.74% +550 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,545 shares; 2024Q4: 72,867 shares; 2025Q1: 74,277 shares; 2025Q2: 82,965 shares; 2025Q3: 72,237 shares; 2025Q4: 139,075 shares; 2026Q1: 226,526 shares; 2026Q2: 208,454 shares 208,454 $11M 2.71% -18,072 Timeline DBEF DBX ETF TR More: the full row for DBX 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: 10,332 shares; 2025Q3: 149,080 shares; 2025Q4: 166,196 shares; 2026Q1: 188,914 shares; 2026Q2: 190,058 shares 190,058 $10.4M 2.56% +1,144 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,324 shares; 2024Q4: 321,972 shares; 2025Q1: 271,598 shares; 2025Q2: 259,351 shares; 2025Q3: 276,192 shares; 2025Q4: 269,617 shares; 2026Q1: 309,111 shares; 2026Q2: 323,158 shares 323,158 $10.2M 2.53% +14,047 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,369 shares; 2024Q4: 90,451 shares; 2025Q1: 87,750 shares; 2025Q2: 95,360 shares; 2025Q3: 129,660 shares; 2025Q4: 136,935 shares; 2026Q1: 205,823 shares; 2026Q2: 243,547 shares 243,547 $9.88M 2.44% +37,724 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,036 shares; 2026Q2: 179,048 shares 179,048 $9.47M 2.34% +12,012 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: 37,189 shares; 2024Q4: 38,165 shares; 2025Q1: 28,505 shares; 2025Q2: 28,060 shares; 2025Q3: 29,977 shares; 2025Q4: 30,676 shares; 2026Q1: 31,068 shares; 2026Q2: 32,288 shares 32,288 $9.34M 2.31% +1,220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,755 shares 125,755 $8.55M 2.11% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,280 shares; 2024Q4: 71,168 shares; 2025Q1: 59,735 shares; 2025Q2: 71,026 shares; 2025Q3: 74,369 shares; 2025Q4: 78,091 shares; 2026Q1: 87,975 shares; 2026Q2: 92,212 shares 92,212 $8.45M 2.09% +4,237 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: 1,568 shares; 2024Q4: 1,759 shares; 2025Q1: 2,237 shares; 2025Q2: 13,672 shares; 2025Q3: 11,639 shares; 2025Q4: 11,738 shares; 2026Q1: 11,413 shares; 2026Q2: 11,118 shares 11,118 $7.64M 1.89% -295 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 71,021 shares; 2026Q1: 179,977 shares; 2026Q2: 198,482 shares 198,482 $5.49M 1.36% +18,505 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: 26,269 shares; 2024Q4: 26,889 shares; 2025Q1: 18,052 shares; 2025Q2: 17,651 shares; 2025Q3: 17,458 shares; 2025Q4: 17,268 shares; 2026Q1: 16,919 shares; 2026Q2: 67,674 shares 67,674 $5.45M 1.35% +50,755 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: 12,294 shares; 2024Q4: 12,337 shares; 2025Q1: 12,562 shares; 2025Q2: 12,593 shares; 2025Q3: 12,997 shares; 2025Q4: 12,795 shares; 2026Q1: 13,460 shares; 2026Q2: 13,301 shares 13,301 $4.75M 1.17% -159 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,027 shares; 2024Q4: 25,819 shares; 2025Q1: 21,138 shares; 2025Q2: 21,547 shares; 2025Q3: 21,126 shares; 2025Q4: 19,462 shares; 2026Q1: 17,964 shares; 2026Q2: 15,558 shares 15,558 $4.67M 1.15% -2,406 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,988 shares; 2024Q4: 30,290 shares; 2025Q1: 30,366 shares; 2025Q2: 30,363 shares; 2025Q3: 29,273 shares; 2025Q4: 20,593 shares; 2026Q1: 20,781 shares; 2026Q2: 21,441 shares 21,441 $4.56M 1.13% +660 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: 11,604 shares; 2024Q4: 11,774 shares; 2025Q1: 10,929 shares; 2025Q2: 10,450 shares; 2025Q3: 10,677 shares; 2025Q4: 11,282 shares; 2026Q1: 11,950 shares; 2026Q2: 12,014 shares 12,014 $4.48M 1.11% +64 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,919 shares; 2025Q1: 28,681 shares; 2025Q2: 37,523 shares; 2025Q3: 44,351 shares; 2025Q4: 45,798 shares; 2026Q1: 66,497 shares; 2026Q2: 95,738 shares 95,738 $4.31M 1.07% +29,241 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,053 shares; 2024Q4: 8,437 shares; 2025Q1: 7,514 shares; 2025Q2: 6,829 shares; 2025Q3: 6,914 shares; 2025Q4: 6,703 shares; 2026Q1: 6,562 shares; 2026Q2: 6,106 shares 6,106 $4.29M 1.06% -456 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: 68,978 shares; 2024Q4: 68,282 shares; 2025Q1: 56,989 shares; 2025Q2: 57,321 shares; 2025Q3: 57,252 shares; 2025Q4: 57,741 shares; 2026Q1: 55,739 shares; 2026Q2: 55,196 shares 55,196 $4.26M 1.05% -543 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: 20,529 shares; 2024Q4: 19,999 shares; 2025Q1: 18,852 shares; 2025Q2: 18,699 shares; 2025Q3: 18,981 shares; 2025Q4: 17,206 shares; 2026Q1: 18,234 shares; 2026Q2: 17,336 shares 17,336 $4.13M 1.02% -898 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: 55,668 shares; 2024Q4: 57,102 shares; 2025Q1: 51,915 shares; 2025Q2: 52,065 shares; 2025Q3: 52,156 shares; 2025Q4: 53,091 shares; 2026Q1: 47,456 shares; 2026Q2: 47,792 shares 47,792 $4M 0.99% +336 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 34,010 shares; 2026Q1: 55,435 shares; 2026Q2: 78,542 shares 78,542 $3.59M 0.89% +23,107 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,010 shares; 2024Q4: 2,159 shares; 2025Q1: 1,639 shares; 2025Q2: 4,926 shares; 2025Q3: 5,064 shares; 2025Q4: 5,159 shares; 2026Q1: 4,755 shares; 2026Q2: 4,475 shares 4,475 $3.3M 0.81% -280 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: 6,354 shares; 2024Q4: 6,391 shares; 2025Q1: 6,788 shares; 2025Q2: 6,359 shares; 2025Q3: 6,396 shares; 2025Q4: 6,046 shares; 2026Q1: 6,442 shares; 2026Q2: 6,252 shares 6,252 $2.36M 0.58% -190 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: 3,490 shares; 2024Q4: 3,501 shares; 2025Q1: 3,623 shares; 2025Q2: 3,663 shares; 2025Q3: 3,630 shares; 2025Q4: 3,670 shares; 2026Q1: 3,663 shares; 2026Q2: 3,610 shares 3,610 $2.03M 0.5% -53 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,236 shares; 2025Q4: 1,527 shares; 2026Q1: 5,132 shares; 2026Q2: 5,439 shares 5,439 $2M 0.49% +307 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: 8,478 shares; 2024Q4: 8,526 shares; 2025Q1: 8,053 shares; 2025Q2: 8,133 shares; 2025Q3: 8,176 shares; 2025Q4: 8,235 shares; 2026Q1: 8,285 shares; 2026Q2: 7,426 shares 7,426 $1.9M 0.47% -859 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: 3,779 shares; 2024Q4: 3,846 shares; 2025Q1: 4,138 shares; 2025Q2: 5,115 shares; 2025Q3: 5,111 shares; 2025Q4: 5,603 shares; 2026Q1: 6,018 shares; 2026Q2: 5,065 shares 5,065 $1.66M 0.41% -953 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: 4,197 shares; 2024Q4: 4,232 shares; 2025Q1: 3,831 shares; 2025Q2: 3,688 shares; 2025Q3: 3,682 shares; 2025Q4: 3,403 shares; 2026Q1: 3,331 shares; 2026Q2: 13,004 shares 13,004 $1.61M 0.4% +9,673 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: 15,669 shares; 2024Q4: 29,699 shares; 2025Q1: 20,511 shares; 2025Q2: 22,683 shares; 2025Q3: 22,727 shares; 2025Q4: 22,692 shares; 2026Q1: 22,694 shares; 2026Q2: 22,229 shares 22,229 $1.58M 0.39% -465 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,619 shares; 2024Q4: 10,636 shares; 2025Q1: 8,496 shares; 2025Q2: 8,503 shares; 2025Q3: 8,607 shares; 2025Q4: 8,273 shares; 2026Q1: 8,213 shares; 2026Q2: 8,221 shares 8,221 $1.55M 0.38% +8 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,550 shares; 2024Q4: 20,743 shares; 2025Q1: 22,566 shares; 2025Q2: 24,500 shares; 2025Q3: 23,744 shares; 2025Q4: 23,967 shares; 2026Q1: 26,118 shares; 2026Q2: 26,443 shares 26,443 $1.52M 0.38% +325 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: 6,024 shares; 2024Q4: 5,689 shares; 2025Q1: 4,058 shares; 2025Q2: 4,071 shares; 2025Q3: 3,857 shares; 2025Q4: 7,883 shares; 2026Q1: 7,726 shares; 2026Q2: 7,538 shares 7,538 $1.44M 0.35% -188 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: 9,385 shares; 2024Q4: 10,309 shares; 2025Q1: 11,894 shares; 2025Q2: 10,307 shares; 2025Q3: 10,449 shares; 2025Q4: 10,971 shares; 2026Q1: 13,439 shares; 2026Q2: 11,881 shares 11,881 $1.4M 0.34% -1,558 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: 7,448 shares; 2024Q4: 7,486 shares; 2025Q1: 7,561 shares; 2025Q2: 7,607 shares; 2025Q3: 7,679 shares; 2025Q4: 7,748 shares; 2026Q1: 11,595 shares; 2026Q2: 11,730 shares 11,730 $1.38M 0.34% +135 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,506 shares; 2025Q1: 12,497 shares; 2025Q2: 12,939 shares; 2025Q3: 13,825 shares; 2025Q4: 15,753 shares; 2026Q1: 19,690 shares; 2026Q2: 30,159 shares 30,159 $1.37M 0.34% +10,469 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,764 shares; 2024Q4: 13,674 shares; 2025Q1: 14,850 shares; 2025Q2: 15,473 shares; 2025Q3: 15,599 shares; 2025Q4: 17,269 shares; 2026Q1: 18,546 shares; 2026Q2: 18,606 shares 18,606 $1.34M 0.33% +60 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: 3,532 shares; 2024Q4: 2,986 shares; 2025Q1: 3,001 shares; 2025Q2: 3,193 shares; 2025Q3: 3,966 shares; 2025Q4: 3,979 shares; 2026Q1: 4,247 shares; 2026Q2: 3,754 shares 3,754 $1.33M 0.33% -493 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: 3,022 shares; 2024Q4: 3,011 shares; 2025Q1: 3,106 shares; 2025Q2: 3,199 shares; 2025Q3: 3,244 shares; 2025Q4: 3,450 shares; 2026Q1: 3,922 shares; 2026Q2: 3,785 shares 3,785 $1.3M 0.32% -137 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: 19,502 shares; 2024Q4: 21,165 shares; 2025Q1: 19,276 shares; 2025Q2: 21,440 shares; 2025Q3: 21,601 shares; 2025Q4: 15,726 shares; 2026Q1: 20,496 shares; 2026Q2: 22,481 shares 22,481 $1.28M 0.32% +1,985 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: not reported; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 3,296 shares; 2025Q3: 3,304 shares; 2025Q4: 3,087 shares; 2026Q1: 3,094 shares; 2026Q2: 3,101 shares 3,101 $1.27M 0.31% +7 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,926 shares; 2025Q2: 2,131 shares; 2025Q3: 2,409 shares; 2025Q4: 2,366 shares; 2026Q1: 2,291 shares; 2026Q2: 2,439 shares 2,439 $1.22M 0.3% +148 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: 871 shares; 2024Q4: 858 shares; 2025Q1: 885 shares; 2025Q2: 912 shares; 2025Q3: 874 shares; 2025Q4: 879 shares; 2026Q1: 966 shares; 2026Q2: 976 shares 976 $1.17M 0.29% +10 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: 6,938 shares; 2024Q4: 4,703 shares; 2025Q1: 3,549 shares; 2025Q2: 3,534 shares; 2025Q3: 4,265 shares; 2025Q4: 6,464 shares; 2026Q1: 8,360 shares; 2026Q2: 7,860 shares 7,860 $1.01M 0.25% -500 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,811 shares; 2024Q4: 14,560 shares; 2025Q1: 12,576 shares; 2025Q2: 12,518 shares; 2025Q3: 12,572 shares; 2025Q4: 12,640 shares; 2026Q1: 11,991 shares; 2026Q2: 8,834 shares 8,834 $1.01M 0.25% -3,157 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: 2,799 shares; 2024Q4: 3,071 shares; 2025Q1: 3,017 shares; 2025Q2: 3,225 shares; 2025Q3: 3,136 shares; 2025Q4: 3,304 shares; 2026Q1: 3,774 shares; 2026Q2: 3,881 shares 3,881 $977K 0.24% +107 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 633 shares; 2025Q3: 609 shares; 2025Q4: 665 shares; 2026Q1: 678 shares; 2026Q2: 962 shares 962 $973K 0.24% +284 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: 921 shares; 2024Q4: 922 shares; 2025Q1: 917 shares; 2025Q2: 939 shares; 2025Q3: 928 shares; 2025Q4: 1,116 shares; 2026Q1: 1,164 shares; 2026Q2: 989 shares 989 $925K 0.23% -175 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: 1,126 shares; 2024Q4: 1,132 shares; 2025Q1: 1,017 shares; 2025Q2: 1,046 shares; 2025Q3: 2,675 shares; 2025Q4: 2,904 shares; 2026Q1: 2,313 shares; 2026Q2: 2,158 shares 2,158 $897K 0.22% -155 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,372 shares; 2024Q4: 7,166 shares; 2025Q1: 9,575 shares; 2025Q2: 13,317 shares; 2025Q3: 16,510 shares; 2025Q4: 17,328 shares; 2026Q1: 19,663 shares; 2026Q2: 17,406 shares 17,406 $889K 0.22% -2,257 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 272 shares; 2025Q4: 434 shares; 2026Q1: 565 shares; 2026Q2: 432 shares 432 $860K 0.21% -133 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: 3,873 shares; 2024Q4: 3,862 shares; 2025Q1: 3,871 shares; 2025Q2: 3,822 shares; 2025Q3: 3,831 shares; 2025Q4: 3,745 shares; 2026Q1: 3,622 shares; 2026Q2: 3,287 shares 3,287 $797K 0.2% -335 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: 10,045 shares; 2024Q4: 9,272 shares; 2025Q1: 7,250 shares; 2025Q2: 7,524 shares; 2025Q3: 8,577 shares; 2025Q4: 8,605 shares; 2026Q1: 8,477 shares; 2026Q2: 6,870 shares 6,870 $778K 0.19% -1,607 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: 6,588 shares; 2024Q4: 6,477 shares; 2025Q1: 6,858 shares; 2025Q2: 7,181 shares; 2025Q3: 7,165 shares; 2025Q4: 7,414 shares; 2026Q1: 8,962 shares; 2026Q2: 9,506 shares 9,506 $773K 0.19% +544 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: 912 shares; 2024Q4: 1,455 shares; 2025Q1: 2,182 shares; 2025Q2: 2,033 shares; 2025Q3: 2,088 shares; 2025Q4: 2,150 shares; 2026Q1: 2,149 shares; 2026Q2: 2,423 shares 2,423 $735K 0.18% +274 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,222 shares 1,222 $710K 0.18% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,548 shares; 2026Q2: 9,321 shares 9,321 $704K 0.17% -227 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 1,007 shares; 2025Q4: 1,703 shares; 2026Q1: 1,416 shares; 2026Q2: 1,638 shares 1,638 $689K 0.17% +222 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,235 shares; 2025Q4: 3,235 shares; 2026Q1: 3,235 shares; 2026Q2: 3,235 shares 3,235 $669K 0.17% 0 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: 7,691 shares; 2024Q4: 7,731 shares; 2025Q1: 7,512 shares; 2025Q2: 8,831 shares; 2025Q3: 8,823 shares; 2025Q4: 8,770 shares; 2026Q1: 8,272 shares; 2026Q2: 8,043 shares 8,043 $665K 0.16% -229 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,916 shares; 2025Q1: 2,315 shares; 2025Q2: 1,713 shares; 2025Q3: 1,668 shares; 2025Q4: 1,526 shares; 2026Q1: 1,924 shares; 2026Q2: 2,220 shares 2,220 $662K 0.16% +296 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: 1,162 shares; 2024Q4: 770 shares; 2025Q1: 773 shares; 2025Q2: 905 shares; 2025Q3: 855 shares; 2025Q4: 1,331 shares; 2026Q1: 1,827 shares; 2026Q2: 1,801 shares 1,801 $652K 0.16% -26 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: 7,593 shares; 2024Q4: 8,636 shares; 2025Q1: 10,286 shares; 2025Q2: 11,255 shares; 2025Q3: 10,672 shares; 2025Q4: 11,807 shares; 2026Q1: 13,539 shares; 2026Q2: 15,200 shares 15,200 $644K 0.16% +1,661 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: 5,569 shares; 2024Q4: 4,993 shares; 2025Q1: 1,699 shares; 2025Q2: 1,721 shares; 2025Q3: 1,740 shares; 2025Q4: 1,739 shares; 2026Q1: 1,751 shares; 2026Q2: 1,713 shares 1,713 $635K 0.16% -38 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 2,159 shares; 2025Q1: 2,245 shares; 2025Q2: 2,306 shares; 2025Q3: 2,297 shares; 2025Q4: 2,345 shares; 2026Q1: 2,444 shares; 2026Q2: 2,639 shares 2,639 $629K 0.16% +195 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: 860 shares; 2024Q4: 875 shares; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 922 shares; 2026Q1: 916 shares; 2026Q2: 900 shares 900 $591K 0.15% -16 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: 794 shares; 2026Q1: 848 shares; 2026Q2: 608 shares 608 $587K 0.14% -240 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 5,782 shares; 2025Q1: 5,375 shares; 2025Q2: 5,397 shares; 2025Q3: 5,435 shares; 2025Q4: 5,489 shares; 2026Q1: 5,489 shares; 2026Q2: 6,093 shares 6,093 $581K 0.14% +604 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,812 shares; 2024Q4: 2,783 shares; 2025Q1: 2,790 shares; 2025Q2: 2,801 shares; 2025Q3: 2,670 shares; 2025Q4: 2,679 shares; 2026Q1: 2,687 shares; 2026Q2: 2,484 shares 2,484 $579K 0.14% -203 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,783 shares; 2025Q2: 1,726 shares; 2025Q3: 2,019 shares; 2025Q4: 2,270 shares; 2026Q1: 3,199 shares; 2026Q2: 3,470 shares 3,470 $575K 0.14% +271 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449 shares; 2025Q4: 454 shares; 2026Q1: 525 shares; 2026Q2: 486 shares 486 $517K 0.13% -39 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: 2,939 shares 2,939 $502K 0.12% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,146 shares; 2025Q1: not reported; 2025Q2: 9,467 shares; 2025Q3: 9,175 shares; 2025Q4: 4,412 shares; 2026Q1: 4,432 shares; 2026Q2: 8,903 shares 8,903 $500K 0.12% +4,471 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: 2,566 shares; 2024Q4: 2,595 shares; 2025Q1: 2,512 shares; 2025Q2: 2,566 shares; 2025Q3: 2,562 shares; 2025Q4: 2,463 shares; 2026Q1: 2,552 shares; 2026Q2: 2,733 shares 2,733 $494K 0.12% +181 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,225 shares; 2024Q4: 6,259 shares; 2025Q1: 6,304 shares; 2025Q2: 6,359 shares; 2025Q3: 6,423 shares; 2025Q4: 6,473 shares; 2026Q1: 6,485 shares; 2026Q2: 6,581 shares 6,581 $490K 0.12% +96 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: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 495 shares; 2025Q3: 529 shares; 2025Q4: 5,197 shares; 2026Q1: 5,390 shares; 2026Q2: 6,860 shares 6,860 $490K 0.12% +1,470 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: 2,631 shares; 2024Q4: 2,524 shares; 2025Q1: 2,299 shares; 2025Q2: 2,178 shares; 2025Q3: 2,192 shares; 2025Q4: 2,196 shares; 2026Q1: 2,202 shares; 2026Q2: 2,171 shares 2,171 $484K 0.12% -31 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: 2,029 shares; 2024Q4: 1,974 shares; 2025Q1: 1,930 shares; 2025Q2: 1,626 shares; 2025Q3: 1,651 shares; 2025Q4: 1,574 shares; 2026Q1: 1,743 shares; 2026Q2: 1,367 shares 1,367 $482K 0.12% -376 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,951 shares; 2025Q1: 1,961 shares; 2025Q2: 1,973 shares; 2025Q3: 1,856 shares; 2025Q4: 1,860 shares; 2026Q1: 1,867 shares; 2026Q2: 1,875 shares 1,875 $445K 0.11% +8 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: 669 shares; 2024Q4: 500 shares; 2025Q1: 658 shares; 2025Q2: 719 shares; 2025Q3: 665 shares; 2025Q4: 708 shares; 2026Q1: 882 shares; 2026Q2: 871 shares 871 $444K 0.11% -11 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: not reported; 2026Q1: 303 shares; 2026Q2: 371 shares 371 $436K 0.11% +68 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: 1,652 shares; 2024Q4: 1,522 shares; 2025Q1: 1,495 shares; 2025Q2: 1,535 shares; 2025Q3: 1,470 shares; 2025Q4: 1,365 shares; 2026Q1: 1,453 shares; 2026Q2: 1,586 shares 1,586 $432K 0.11% +133 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792 shares; 2026Q1: 856 shares; 2026Q2: 1,125 shares 1,125 $420K 0.1% +269 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: 1,353 shares 1,353 $403K 0.1% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 4,343 shares; 2025Q4: 8,705 shares; 2026Q1: 8,721 shares; 2026Q2: 8,777 shares 8,777 $398K 0.1% +56 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $396K 0.1% new 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: 1,460 shares; 2024Q4: 812 shares; 2025Q1: 968 shares; 2025Q2: 753 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 866 shares; 2026Q2: 515 shares 515 $393K 0.1% -351 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: 482 shares; 2026Q1: 731 shares; 2026Q2: 726 shares 726 $377K 0.09% -5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 944 shares; 2025Q4: 998 shares; 2026Q1: 985 shares; 2026Q2: 785 shares 785 $375K 0.09% -200 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: 1,897 shares; 2024Q4: 2,163 shares; 2025Q1: 1,776 shares; 2025Q2: 1,898 shares; 2025Q3: 1,888 shares; 2025Q4: 1,929 shares; 2026Q1: 2,558 shares; 2026Q2: 2,683 shares 2,683 $367K 0.09% +125 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: 15,248 shares; 2024Q4: 15,682 shares; 2025Q1: 18,795 shares; 2025Q2: 18,529 shares; 2025Q3: 18,927 shares; 2025Q4: 16,727 shares; 2026Q1: 17,157 shares; 2026Q2: 14,858 shares 14,858 $358K 0.09% -2,299 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,522 shares; 2024Q4: 13,416 shares; 2025Q1: 16,833 shares; 2025Q2: 18,712 shares; 2025Q3: 18,893 shares; 2025Q4: 19,707 shares; 2026Q1: 20,937 shares; 2026Q2: 25,719 shares 25,719 $357K 0.09% +4,782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,580 shares; 2025Q3: 8,580 shares; 2025Q4: 10,511 shares; 2026Q1: 12,291 shares; 2026Q2: 10,660 shares 10,660 $355K 0.09% -1,631 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,722 shares; 2025Q3: 3,077 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,816 shares 3,816 $345K 0.09% new 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: 1,005 shares; 2026Q2: 538 shares 538 $344K 0.08% -467 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,443 shares 2,443 $341K 0.08% 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: 1,062 shares; 2026Q2: 1,246 shares 1,246 $325K 0.08% +184 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: 1,853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 726 shares 726 $313K 0.08% new 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: 1,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,117 shares; 2026Q1: 1,050 shares; 2026Q2: 1,211 shares 1,211 $308K 0.08% +161 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 878 shares 878 $299K 0.07% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,889 shares; 2024Q4: 12,642 shares; 2025Q1: 12,149 shares; 2025Q2: 12,200 shares; 2025Q3: 12,285 shares; 2025Q4: 12,309 shares; 2026Q1: 11,678 shares; 2026Q2: 11,860 shares 11,860 $295K 0.07% +182 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,302 shares 5,302 $295K 0.07% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,640 shares; 2025Q1: 3,672 shares; 2025Q2: 3,659 shares; 2025Q3: 2,883 shares; 2025Q4: 2,924 shares; 2026Q1: 2,467 shares; 2026Q2: 2,463 shares 2,463 $287K 0.07% -4 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: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,148 shares; 2025Q4: 1,145 shares; 2026Q1: 1,245 shares; 2026Q2: 1,285 shares 1,285 $278K 0.07% +40 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,543 shares; 2025Q1: not reported; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares; 2025Q4: 3,323 shares; 2026Q1: 3,323 shares; 2026Q2: 3,338 shares 3,338 $276K 0.07% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 1,278 shares; 2026Q1: 1,414 shares; 2026Q2: 1,442 shares 1,442 $274K 0.07% +28 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,829 shares; 2025Q3: 10,035 shares; 2025Q4: 10,237 shares; 2026Q1: 10,444 shares; 2026Q2: 10,444 shares 10,444 $267K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $264K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 1,669 shares; 2026Q2: 1,667 shares 1,667 $261K 0.06% -2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 4,008 shares; 2026Q2: 4,145 shares 4,145 $261K 0.06% +137 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 1,731 shares; 2026Q2: 2,404 shares 2,404 $250K 0.06% +673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,892 shares 1,892 $245K 0.06% new Timeline JPST 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: 5,980 shares; 2025Q1: 6,049 shares; 2025Q2: 6,118 shares; 2025Q3: 6,423 shares; 2025Q4: 6,999 shares; 2026Q1: 6,746 shares; 2026Q2: 4,748 shares 4,748 $240K 0.06% -1,998 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares 562 $240K 0.06% new 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: 2,220 shares; 2024Q4: 1,477 shares; 2025Q1: not reported; 2025Q2: 1,286 shares; 2025Q3: 2,119 shares; 2025Q4: 1,419 shares; 2026Q1: 1,383 shares; 2026Q2: 1,629 shares 1,629 $239K 0.06% +246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,833 shares; 2025Q3: 3,850 shares; 2025Q4: 3,872 shares; 2026Q1: 3,886 shares; 2026Q2: 3,903 shares 3,903 $237K 0.06% +17 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: 838 shares; 2025Q3: 853 shares; 2025Q4: 681 shares; 2026Q1: 832 shares; 2026Q2: 836 shares 836 $235K 0.06% +4 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: 772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,133 shares; 2026Q1: 1,646 shares; 2026Q2: 1,227 shares 1,227 $234K 0.06% -419 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 471 shares 471 $231K 0.06% new 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: 2,042 shares; 2025Q4: 1,938 shares; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $230K 0.06% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,623 shares 2,623 $228K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: 496 shares; 2025Q2: 545 shares; 2025Q3: 710 shares; 2025Q4: 695 shares; 2026Q1: 531 shares; 2026Q2: 438 shares 438 $225K 0.06% -93 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 1,460 shares 1,460 $224K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,073 shares 2,073 $223K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares; 2026Q2: 7,901 shares 7,901 $217K 0.05% +6,308 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,253 shares; 2025Q1: 1,188 shares; 2025Q2: 1,219 shares; 2025Q3: 1,172 shares; 2025Q4: 1,175 shares; 2026Q1: 1,173 shares; 2026Q2: 1,296 shares 1,296 $216K 0.05% +123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,878 shares 1,878 $213K 0.05% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 932 shares; 2025Q1: 734 shares; 2025Q2: 750 shares; 2025Q3: 761 shares; 2025Q4: 776 shares; 2026Q1: 854 shares; 2026Q2: 787 shares 787 $213K 0.05% -67 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,027 shares 1,027 $212K 0.05% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,002 shares 1,002 $210K 0.05% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,471 shares; 2026Q1: not reported; 2026Q2: 479 shares 479 $208K 0.05% new 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: not reported; 2026Q2: 596 shares 596 $203K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $201K 0.05% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 15,549 shares; 2026Q2: 15,968 shares 15,968 $90.4K 0.02% +419 Timeline DAMD TIDAL TRUST II More: the full row for TIDAL 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: 60,004 shares 60,004 $84.6K 0.02% new Timeline VRME VERIFYME INC More: the full row for VERIFYME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,139 shares; 2025Q3: 37,139 shares; 2025Q4: 37,139 shares; 2026Q1: 37,139 shares; 2026Q2: 37,139 shares 37,139 $22.8K 0.01% 0 Timeline