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: not loaded; 2024Q4: 2,721,792 shares; 2025Q1: 2,145,249 shares; 2025Q2: 3,308,478 shares; 2025Q3: 3,261,672 shares; 2025Q4: 3,432,739 shares; 2026Q1: 2,426,744 shares; 2026Q2: 3,819,433 shares 3,819,433 $106M 10.53% +1,392,689 Timeline FNDX 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 loaded; 2024Q4: 2,254,263 shares; 2025Q1: 1,582,382 shares; 2025Q2: 3,490,978 shares; 2025Q3: 1,897,388 shares; 2025Q4: 1,966,144 shares; 2026Q1: 819,334 shares; 2026Q2: 2,361,445 shares 2,361,445 $73.4M 7.31% +1,542,111 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174,349 shares; 2026Q1: 1,166,954 shares; 2026Q2: 1,010,013 shares 1,010,013 $68.7M 6.84% -156,941 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 loaded; 2024Q4: 823,773 shares; 2025Q1: 414,318 shares; 2025Q2: 547,970 shares; 2025Q3: 499,646 shares; 2025Q4: 519,901 shares; 2026Q1: 797,554 shares; 2026Q2: 860,493 shares 860,493 $66.4M 6.61% +62,939 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823,123 shares; 2026Q1: 2,760,523 shares; 2026Q2: 1,924,760 shares 1,924,760 $65.1M 6.49% -835,763 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: not loaded; 2024Q4: 245,983 shares; 2025Q1: 224,772 shares; 2025Q2: 239,132 shares; 2025Q3: 235,916 shares; 2025Q4: 74,908 shares; 2026Q1: 72,335 shares; 2026Q2: 70,511 shares 70,511 $52.8M 5.26% -1,824 Timeline JMTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,942 shares; 2026Q1: 731,209 shares; 2026Q2: 957,738 shares 957,738 $48.5M 4.83% +226,529 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: not loaded; 2024Q4: 991,674 shares; 2025Q1: 636,261 shares; 2025Q2: 984,214 shares; 2025Q3: 1,049,706 shares; 2025Q4: 984,839 shares; 2026Q1: 640,166 shares; 2026Q2: 885,440 shares 885,440 $45.8M 4.57% +245,274 Timeline CALF 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 loaded; 2024Q4: 391,487 shares; 2025Q1: 204,721 shares; 2025Q2: 274,184 shares; 2025Q3: 238,790 shares; 2025Q4: 345,837 shares; 2026Q1: 626,136 shares; 2026Q2: 672,950 shares 672,950 $34.1M 3.39% +46,814 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,196,929 shares; 2025Q1: 1,579,857 shares; 2025Q2: 1,062,939 shares; 2025Q3: 715,442 shares; 2025Q4: 1,346,965 shares; 2026Q1: 862,284 shares; 2026Q2: 765,762 shares 765,762 $33.1M 3.3% -96,522 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: not loaded; 2024Q4: 208,822 shares; 2025Q1: 238,000 shares; 2025Q2: 167,739 shares; 2025Q3: 250,968 shares; 2025Q4: 62,886 shares; 2026Q1: 64,812 shares; 2026Q2: 380,355 shares 380,355 $32.8M 3.26% +315,543 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 loaded; 2024Q4: 1,535,845 shares; 2025Q1: 1,657,285 shares; 2025Q2: 1,100,512 shares; 2025Q3: 1,206,567 shares; 2025Q4: 1,200,388 shares; 2026Q1: 1,447,241 shares; 2026Q2: 1,214,016 shares 1,214,016 $27.7M 2.75% -233,225 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 705,150 shares; 2025Q2: 747,841 shares; 2025Q3: 837,432 shares; 2025Q4: 670,156 shares; 2026Q1: 693,961 shares; 2026Q2: 828,507 shares 828,507 $22.6M 2.25% +134,546 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,422 shares; 2025Q1: 29,657 shares; 2025Q2: not reported; 2025Q3: 27,767 shares; 2025Q4: 53,570 shares; 2026Q1: not reported; 2026Q2: 104,851 shares 104,851 $20M 1.99% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 531,701 shares; 2025Q1: 390,960 shares; 2025Q2: 246,266 shares; 2025Q3: 261,254 shares; 2025Q4: 291,064 shares; 2026Q1: 377,904 shares; 2026Q2: 262,475 shares 262,475 $19.3M 1.92% -115,429 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: not loaded; 2024Q4: 922 shares; 2025Q1: 907 shares; 2025Q2: 966 shares; 2025Q3: 891 shares; 2025Q4: 844 shares; 2026Q1: 845 shares; 2026Q2: 25,923 shares 25,923 $19.1M 1.9% +25,078 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311,658 shares; 2026Q2: 295,001 shares 295,001 $15.7M 1.56% -16,657 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,691 shares; 2025Q1: 198,516 shares; 2025Q2: 123,186 shares; 2025Q3: 137,357 shares; 2025Q4: 118,571 shares; 2026Q1: 161,206 shares; 2026Q2: 126,255 shares 126,255 $15.4M 1.53% -34,951 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92,559 shares 92,559 $15M 1.49% new 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: not loaded; 2024Q4: 60,464 shares; 2025Q1: 80,480 shares; 2025Q2: 99,699 shares; 2025Q3: 97,487 shares; 2025Q4: 99,977 shares; 2026Q1: 55,016 shares; 2026Q2: 65,820 shares 65,820 $14.3M 1.43% +10,804 Timeline VWOB 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: not loaded; 2024Q4: 42,902 shares; 2025Q1: 3,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,188 shares; 2026Q1: 251,203 shares; 2026Q2: 210,678 shares 210,678 $14.2M 1.41% -40,525 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 316,303 shares; 2025Q2: 337,141 shares; 2025Q3: 394,823 shares; 2025Q4: 279,374 shares; 2026Q1: 295,697 shares; 2026Q2: 336,643 shares 336,643 $13.2M 1.31% +40,946 Timeline JMUB 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 loaded; 2024Q4: 388,265 shares; 2025Q1: 386,515 shares; 2025Q2: 296,594 shares; 2025Q3: 262,211 shares; 2025Q4: 267,185 shares; 2026Q1: 323,783 shares; 2026Q2: 257,354 shares 257,354 $13M 1.3% -66,429 Timeline BLV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180,997 shares 180,997 $12.5M 1.24% new Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 466,081 shares; 2025Q2: 333,541 shares; 2025Q3: 361,190 shares; 2025Q4: 158,985 shares; 2026Q1: 258,668 shares; 2026Q2: 239,481 shares 239,481 $10.9M 1.09% -19,187 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 297,177 shares; 2025Q1: 275,079 shares; 2025Q2: 171,004 shares; 2025Q3: 202,155 shares; 2025Q4: 185,241 shares; 2026Q1: 270,984 shares; 2026Q2: 226,998 shares 226,998 $10.2M 1.02% -43,986 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 loaded; 2024Q4: 61,360 shares; 2025Q1: 75,095 shares; 2025Q2: 88,489 shares; 2025Q3: 105,778 shares; 2025Q4: 133,141 shares; 2026Q1: 147,219 shares; 2026Q2: 180,686 shares 180,686 $8.95M 0.89% +33,467 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 loaded; 2024Q4: 47,254 shares; 2025Q1: 44,489 shares; 2025Q2: 50,034 shares; 2025Q3: 50,769 shares; 2025Q4: 51,319 shares; 2026Q1: 65,349 shares; 2026Q2: 64,427 shares 64,427 $8.04M 0.8% -922 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391,355 shares; 2025Q4: 406,416 shares; 2026Q1: 199,548 shares; 2026Q2: 186,718 shares 186,718 $6.56M 0.65% -12,830 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 209,376 shares; 2025Q2: 229,537 shares; 2025Q3: 267,765 shares; 2025Q4: 280,193 shares; 2026Q1: 297,854 shares; 2026Q2: 330,214 shares 330,214 $6.3M 0.63% +32,360 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 419,617 shares; 2025Q2: 317,478 shares; 2025Q3: 244,137 shares; 2025Q4: 217,015 shares; 2026Q1: 215,524 shares; 2026Q2: 228,168 shares 228,168 $5.74M 0.57% +12,644 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: not loaded; 2024Q4: 17,912 shares; 2025Q1: 18,377 shares; 2025Q2: 19,082 shares; 2025Q3: 19,577 shares; 2025Q4: 19,397 shares; 2026Q1: 19,692 shares; 2026Q2: 19,518 shares 19,518 $5.65M 0.56% -174 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,186 shares 39,186 $4.26M 0.42% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,865 shares; 2025Q1: 73,894 shares; 2025Q2: 68,995 shares; 2025Q3: 69,392 shares; 2025Q4: 61,583 shares; 2026Q1: 61,347 shares; 2026Q2: 58,683 shares 58,683 $4.08M 0.41% -2,664 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,574 shares; 2026Q2: 32,951 shares 32,951 $3.87M 0.39% -1,623 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,934 shares 23,934 $3.76M 0.37% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,907 shares; 2025Q1: 72,523 shares; 2025Q2: 67,630 shares; 2025Q3: not reported; 2025Q4: 66,728 shares; 2026Q1: not reported; 2026Q2: 63,102 shares 63,102 $3.64M 0.36% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,025 shares; 2025Q4: 75,965 shares; 2026Q1: 132,852 shares; 2026Q2: 127,513 shares 127,513 $3.3M 0.33% -5,339 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,294 shares 15,294 $3.09M 0.31% new 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 loaded; 2024Q4: 11,237 shares; 2025Q1: 15,009 shares; 2025Q2: 15,211 shares; 2025Q3: 14,674 shares; 2025Q4: 13,501 shares; 2026Q1: 14,141 shares; 2026Q2: 14,443 shares 14,443 $2.89M 0.29% +302 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: not loaded; 2024Q4: 67,774 shares; 2025Q1: 73,068 shares; 2025Q2: 90,242 shares; 2025Q3: 99,978 shares; 2025Q4: 98,456 shares; 2026Q1: 83,412 shares; 2026Q2: 78,971 shares 78,971 $2.5M 0.25% -4,441 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,023 shares; 2025Q3: 26,805 shares; 2025Q4: 32,725 shares; 2026Q1: 41,301 shares; 2026Q2: 43,957 shares 43,957 $2.5M 0.25% +2,656 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: not loaded; 2024Q4: 14,353 shares; 2025Q1: 12,550 shares; 2025Q2: 14,080 shares; 2025Q3: 13,276 shares; 2025Q4: 13,018 shares; 2026Q1: 13,149 shares; 2026Q2: 13,602 shares 13,602 $2.23M 0.22% +453 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: not loaded; 2024Q4: 5,766 shares; 2025Q1: 5,780 shares; 2025Q2: 5,762 shares; 2025Q3: 5,645 shares; 2025Q4: 5,592 shares; 2026Q1: 5,496 shares; 2026Q2: 4,828 shares 4,828 $2.21M 0.22% -668 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 loaded; 2024Q4: 4,651 shares; 2025Q1: 4,571 shares; 2025Q2: 4,781 shares; 2025Q3: 4,954 shares; 2025Q4: 4,957 shares; 2026Q1: 5,059 shares; 2026Q2: 5,073 shares 5,073 $2.13M 0.21% +14 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,358 shares; 2025Q3: 28,133 shares; 2025Q4: 34,086 shares; 2026Q1: 38,009 shares; 2026Q2: 39,996 shares 39,996 $2.12M 0.21% +1,987 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: not loaded; 2024Q4: 5,041 shares; 2025Q1: 4,856 shares; 2025Q2: 5,241 shares; 2025Q3: 5,429 shares; 2025Q4: 4,986 shares; 2026Q1: 5,206 shares; 2026Q2: 5,368 shares 5,368 $1.92M 0.19% +162 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,313 shares; 2025Q1: 13,568 shares; 2025Q2: 13,226 shares; 2025Q3: 13,357 shares; 2025Q4: 13,066 shares; 2026Q1: 12,007 shares; 2026Q2: 11,435 shares 11,435 $1.88M 0.19% -572 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 16,175 shares; 2025Q3: 22,674 shares; 2025Q4: 27,464 shares; 2026Q1: 41,963 shares; 2026Q2: 44,411 shares 44,411 $1.84M 0.18% +2,448 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: not loaded; 2024Q4: 7,220 shares; 2025Q1: 7,240 shares; 2025Q2: 7,197 shares; 2025Q3: 7,123 shares; 2025Q4: 6,958 shares; 2026Q1: 7,311 shares; 2026Q2: 7,243 shares 7,243 $1.73M 0.17% -68 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 loaded; 2024Q4: 8,882 shares; 2025Q1: 18,286 shares; 2025Q2: 15,684 shares; 2025Q3: 24,312 shares; 2025Q4: 30,124 shares; 2026Q1: 35,145 shares; 2026Q2: 37,336 shares 37,336 $1.68M 0.17% +2,191 Timeline DDFJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,982 shares; 2026Q2: 79,982 shares 79,982 $1.58M 0.16% 0 Timeline PZA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62,776 shares 62,776 $1.48M 0.15% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,249 shares; 2025Q1: 11,081 shares; 2025Q2: 11,544 shares; 2025Q3: 10,314 shares; 2025Q4: 10,660 shares; 2026Q1: 12,005 shares; 2026Q2: 12,223 shares 12,223 $1.43M 0.14% +218 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: not loaded; 2024Q4: 1,796 shares; 2025Q1: 1,777 shares; 2025Q2: 2,290 shares; 2025Q3: 2,947 shares; 2025Q4: 3,119 shares; 2026Q1: 3,728 shares; 2026Q2: 3,736 shares 3,736 $1.39M 0.14% +8 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: not loaded; 2024Q4: 3,563 shares; 2025Q1: 3,528 shares; 2025Q2: 3,762 shares; 2025Q3: 4,051 shares; 2025Q4: 3,498 shares; 2026Q1: 3,416 shares; 2026Q2: 3,281 shares 3,281 $1.36M 0.14% -135 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,029 shares; 2025Q1: 31,536 shares; 2025Q2: 28,606 shares; 2025Q3: 27,295 shares; 2025Q4: 26,127 shares; 2026Q1: 26,110 shares; 2026Q2: 25,510 shares 25,510 $1.27M 0.13% -600 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 loaded; 2024Q4: 1,276 shares; 2025Q1: 1,152 shares; 2025Q2: 1,142 shares; 2025Q3: 1,177 shares; 2025Q4: 1,192 shares; 2026Q1: 1,208 shares; 2026Q2: 1,156 shares 1,156 $1.23M 0.12% -52 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,503 shares; 2025Q1: 37,469 shares; 2025Q2: 36,393 shares; 2025Q3: 33,863 shares; 2025Q4: 31,382 shares; 2026Q1: 30,427 shares; 2026Q2: 29,199 shares 29,199 $1.21M 0.12% -1,228 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,908 shares; 2025Q1: 13,599 shares; 2025Q2: 13,599 shares; 2025Q3: 12,223 shares; 2025Q4: 12,478 shares; 2026Q1: 12,647 shares; 2026Q2: 12,377 shares 12,377 $1.21M 0.12% -270 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,144 shares; 2025Q1: 44,248 shares; 2025Q2: 40,782 shares; 2025Q3: 39,847 shares; 2025Q4: 38,679 shares; 2026Q1: 39,079 shares; 2026Q2: 38,198 shares 38,198 $1.11M 0.11% -881 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,703 shares; 2025Q3: 10,252 shares; 2025Q4: 12,410 shares; 2026Q1: 15,959 shares; 2026Q2: 16,820 shares 16,820 $1.05M 0.1% +861 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,859 shares; 2025Q1: 7,456 shares; 2025Q2: 7,595 shares; 2025Q3: 6,773 shares; 2025Q4: 7,875 shares; 2026Q1: 9,221 shares; 2026Q2: 9,899 shares 9,899 $1.02M 0.1% +678 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: not loaded; 2024Q4: 2,479 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,487 shares; 2025Q4: 2,493 shares; 2026Q1: 2,497 shares; 2026Q2: 2,503 shares 2,503 $926K 0.09% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,697 shares; 2025Q3: 12,478 shares; 2025Q4: 15,400 shares; 2026Q1: 16,128 shares; 2026Q2: 16,772 shares 16,772 $902K 0.09% +644 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: not loaded; 2024Q4: 4,817 shares; 2025Q1: 4,327 shares; 2025Q2: 4,025 shares; 2025Q3: 4,040 shares; 2025Q4: 3,937 shares; 2026Q1: 3,633 shares; 2026Q2: 3,627 shares 3,627 $858K 0.09% -6 Timeline JPLD 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 loaded; 2024Q4: 162,210 shares; 2025Q1: 6,982 shares; 2025Q2: 5,902 shares; 2025Q3: 5,535 shares; 2025Q4: 10,013 shares; 2026Q1: 11,809 shares; 2026Q2: 15,059 shares 15,059 $786K 0.08% +3,250 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 1,298 shares; 2025Q4: 1,303 shares; 2026Q1: 1,714 shares; 2026Q2: 2,021 shares 2,021 $764K 0.08% +307 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,644 shares; 2025Q1: 16,288 shares; 2025Q2: 17,992 shares; 2025Q3: 17,780 shares; 2025Q4: 17,507 shares; 2026Q1: 17,556 shares; 2026Q2: 17,646 shares 17,646 $753K 0.07% +90 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 loaded; 2024Q4: 1,715 shares; 2025Q1: 1,732 shares; 2025Q2: 1,808 shares; 2025Q3: 1,869 shares; 2025Q4: 1,851 shares; 2026Q1: 1,915 shares; 2026Q2: 1,948 shares 1,948 $728K 0.07% +33 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,247 shares; 2025Q3: 5,654 shares; 2025Q4: 5,752 shares; 2026Q1: 12,401 shares; 2026Q2: 12,524 shares 12,524 $714K 0.07% +123 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: not loaded; 2024Q4: 4,975 shares; 2025Q1: 4,956 shares; 2025Q2: 5,020 shares; 2025Q3: 5,422 shares; 2025Q4: 5,320 shares; 2026Q1: 5,344 shares; 2026Q2: 5,402 shares 5,402 $706K 0.07% +58 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 loaded; 2024Q4: 4,904 shares; 2025Q1: 4,862 shares; 2025Q2: 4,187 shares; 2025Q3: 4,264 shares; 2025Q4: 4,138 shares; 2026Q1: 4,030 shares; 2026Q2: 4,020 shares 4,020 $651K 0.06% -10 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,597 shares; 2025Q1: 3,575 shares; 2025Q2: 3,596 shares; 2025Q3: 3,653 shares; 2025Q4: 4,774 shares; 2026Q1: 5,853 shares; 2026Q2: 5,941 shares 5,941 $641K 0.06% +88 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,938 shares; 2025Q4: 12,901 shares; 2026Q1: 13,035 shares; 2026Q2: 13,085 shares 13,085 $628K 0.06% +50 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: not loaded; 2024Q4: 8,473 shares; 2025Q1: 8,523 shares; 2025Q2: 8,681 shares; 2025Q3: 7,332 shares; 2025Q4: 7,562 shares; 2026Q1: 7,424 shares; 2026Q2: 7,495 shares 7,495 $619K 0.06% +71 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 455 shares; 2025Q4: 462 shares; 2026Q1: 476 shares; 2026Q2: 480 shares 480 $564K 0.06% +4 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,861 shares; 2025Q1: 19,042 shares; 2025Q2: 23,056 shares; 2025Q3: 20,821 shares; 2025Q4: 19,656 shares; 2026Q1: 13,222 shares; 2026Q2: 11,212 shares 11,212 $560K 0.06% -2,010 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,336 shares; 2025Q1: 5,013 shares; 2025Q2: 4,989 shares; 2025Q3: 4,971 shares; 2025Q4: 4,551 shares; 2026Q1: 4,378 shares; 2026Q2: 4,340 shares 4,340 $555K 0.06% -38 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: not loaded; 2024Q4: 1,437 shares; 2025Q1: 1,468 shares; 2025Q2: 1,543 shares; 2025Q3: 1,651 shares; 2025Q4: 1,525 shares; 2026Q1: 1,590 shares; 2026Q2: 1,680 shares 1,680 $550K 0.05% +90 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,912 shares; 2025Q1: 10,194 shares; 2025Q2: 11,769 shares; 2025Q3: 11,623 shares; 2025Q4: 9,854 shares; 2026Q1: 8,184 shares; 2026Q2: 9,977 shares 9,977 $546K 0.05% +1,793 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 loaded; 2024Q4: 5,202 shares; 2025Q1: 4,057 shares; 2025Q2: 4,046 shares; 2025Q3: 3,859 shares; 2025Q4: 3,798 shares; 2026Q1: 3,687 shares; 2026Q2: 3,546 shares 3,546 $526K 0.05% -141 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,699 shares; 2025Q4: 10,725 shares; 2026Q1: 12,337 shares; 2026Q2: 12,905 shares 12,905 $525K 0.05% +568 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,364 shares; 2025Q1: 10,264 shares; 2025Q2: 6,411 shares; 2025Q3: 5,845 shares; 2025Q4: 5,521 shares; 2026Q1: 13,855 shares; 2026Q2: 10,940 shares 10,940 $519K 0.05% -2,915 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: not loaded; 2024Q4: 71,477 shares; 2025Q1: 6,366 shares; 2025Q2: 5,848 shares; 2025Q3: 6,622 shares; 2025Q4: 5,659 shares; 2026Q1: 5,114 shares; 2026Q2: 4,952 shares 4,952 $490K 0.05% -162 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: not loaded; 2024Q4: 590 shares; 2025Q1: 592 shares; 2025Q2: 616 shares; 2025Q3: 588 shares; 2025Q4: 743 shares; 2026Q1: 599 shares; 2026Q2: 605 shares 605 $452K 0.04% +6 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: not loaded; 2024Q4: 4,273 shares; 2025Q1: 4,228 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 4,341 shares; 2026Q1: 4,402 shares; 2026Q2: 5,711 shares 5,711 $447K 0.04% +1,309 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 540 shares; 2025Q4: 605 shares; 2026Q1: 772 shares; 2026Q2: 792 shares 792 $446K 0.04% +20 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,311 shares; 2025Q2: 1,332 shares; 2025Q3: 1,333 shares; 2025Q4: 1,253 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares 1,254 $443K 0.04% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,957 shares; 2025Q1: 32,741 shares; 2025Q2: 33,628 shares; 2025Q3: 34,465 shares; 2025Q4: 35,443 shares; 2026Q1: 36,475 shares; 2026Q2: 37,644 shares 37,644 $409K 0.04% +1,169 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 325 shares; 2026Q1: 349 shares; 2026Q2: 340 shares 340 $408K 0.04% -9 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: not loaded; 2024Q4: 1,016 shares; 2025Q1: 1,010 shares; 2025Q2: 1,015 shares; 2025Q3: 1,013 shares; 2025Q4: 1,042 shares; 2026Q1: 1,049 shares; 2026Q2: 991 shares 991 $394K 0.04% -58 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $388K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319 shares; 2025Q3: 1,481 shares; 2025Q4: 1,368 shares; 2026Q1: 1,438 shares; 2026Q2: 1,455 shares 1,455 $370K 0.04% +17 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $362K 0.04% new 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: not loaded; 2024Q4: 6,118 shares; 2025Q1: 5,754 shares; 2025Q2: 5,377 shares; 2025Q3: 5,815 shares; 2025Q4: 5,139 shares; 2026Q1: 5,144 shares; 2026Q2: 4,897 shares 4,897 $349K 0.03% -247 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,532 shares; 2026Q2: 3,548 shares 3,548 $339K 0.03% +16 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,960 shares; 2025Q1: not reported; 2025Q2: 5,640 shares; 2025Q3: 4,736 shares; 2025Q4: 6,792 shares; 2026Q1: 4,886 shares; 2026Q2: 6,447 shares 6,447 $336K 0.03% +1,561 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares; 2026Q2: 2,364 shares 2,364 $336K 0.03% 0 Timeline PAAA 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 loaded; 2024Q4: 7,383 shares; 2025Q1: 4,175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,128 shares 6,128 $314K 0.03% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,277 shares 2,277 $311K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 630 shares 630 $301K 0.03% -11 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,395 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares; 2026Q1: 9,395 shares; 2026Q2: 9,395 shares 9,395 $291K 0.03% 0 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 loaded; 2024Q4: 709 shares; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 791 shares; 2025Q4: 826 shares; 2026Q1: 808 shares; 2026Q2: 848 shares 848 $287K 0.03% +40 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,644 shares; 2025Q4: 2,566 shares; 2026Q1: 2,674 shares; 2026Q2: 2,501 shares 2,501 $283K 0.03% -173 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 loaded; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 295 shares; 2026Q2: 2,360 shares 2,360 $282K 0.03% +2,065 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 445 shares; 2025Q4: 460 shares; 2026Q1: 481 shares; 2026Q2: 561 shares 561 $281K 0.03% +80 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,917 shares; 2025Q1: 3,382 shares; 2025Q2: 3,410 shares; 2025Q3: 3,455 shares; 2025Q4: 3,367 shares; 2026Q1: 3,376 shares; 2026Q2: 3,387 shares 3,387 $272K 0.03% +11 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $257K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,012 shares 1,012 $255K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,712 shares; 2025Q4: 1,611 shares; 2026Q1: 1,682 shares; 2026Q2: 1,672 shares 1,672 $253K 0.03% -10 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: not loaded; 2024Q4: 596 shares; 2025Q1: 607 shares; 2025Q2: 639 shares; 2025Q3: 656 shares; 2025Q4: 629 shares; 2026Q1: 647 shares; 2026Q2: 691 shares 691 $244K 0.02% +44 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,688 shares; 2025Q1: 1,689 shares; 2025Q2: 1,616 shares; 2025Q3: 1,432 shares; 2025Q4: 1,294 shares; 2026Q1: 1,258 shares; 2026Q2: 982 shares 982 $235K 0.02% -276 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,461 shares; 2025Q1: 2,291 shares; 2025Q2: 2,313 shares; 2025Q3: 2,336 shares; 2025Q4: 2,357 shares; 2026Q1: 2,382 shares; 2026Q2: 2,403 shares 2,403 $232K 0.02% +21 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 840 shares; 2025Q1: 847 shares; 2025Q2: 859 shares; 2025Q3: 876 shares; 2025Q4: 888 shares; 2026Q1: not reported; 2026Q2: 1,033 shares 1,033 $231K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 301 shares; 2026Q1: 328 shares; 2026Q2: 304 shares 304 $230K 0.02% -24 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,605 shares; 2025Q3: 1,704 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,525 shares 2,525 $229K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,951 shares; 2025Q1: 3,102 shares; 2025Q2: 2,843 shares; 2025Q3: 2,478 shares; 2025Q4: 2,069 shares; 2026Q1: 2,447 shares; 2026Q2: 2,451 shares 2,451 $225K 0.02% +4 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,092 shares; 2025Q1: 4,596 shares; 2025Q2: 5,791 shares; 2025Q3: 4,025 shares; 2025Q4: 3,764 shares; 2026Q1: 2,601 shares; 2026Q2: 2,074 shares 2,074 $223K 0.02% -527 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares; 2026Q2: 1,392 shares 1,392 $220K 0.02% +8 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 921 shares; 2025Q1: 847 shares; 2025Q2: 849 shares; 2025Q3: 851 shares; 2025Q4: 716 shares; 2026Q1: not reported; 2026Q2: 720 shares 720 $215K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $212K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares; 2026Q2: 1,268 shares 1,268 $210K 0.02% +34 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,213 shares 2,213 $207K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $200K 0.02% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,274 shares; 2025Q4: 10,668 shares; 2026Q1: 10,981 shares; 2026Q2: 11,356 shares 11,356 $62.9K 0.01% +375 Timeline COCH ENVOY MEDICAL INC More: the full row for ENVOY MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,454 shares; 2025Q1: 10,454 shares; 2025Q2: 10,454 shares; 2025Q3: 10,454 shares; 2025Q4: 10,454 shares; 2026Q1: 10,454 shares; 2026Q2: 10,454 shares 10,454 $8.28K <0.01% 0 Timeline