QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 587,964 shares; 2026Q1: 613,454 shares; 2026Q2: 588,006 shares 588,006 $178M 11.51% -25,448 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: 1,438 shares; 2024Q4: 1,446 shares; 2025Q1: 8,790 shares; 2025Q2: 8,725 shares; 2025Q3: 8,772 shares; 2025Q4: 242,835 shares; 2026Q1: 244,761 shares; 2026Q2: 253,312 shares 253,312 $174M 11.24% +8,551 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: 380,577 shares; 2024Q4: 379,501 shares; 2025Q1: 378,612 shares; 2025Q2: 380,017 shares; 2025Q3: 378,714 shares; 2025Q4: 157,000 shares; 2026Q1: 148,419 shares; 2026Q2: 147,528 shares 147,528 $109M 7.02% -891 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946,030 shares; 2024Q4: 881,975 shares; 2025Q1: 864,796 shares; 2025Q2: 866,443 shares; 2025Q3: 865,536 shares; 2025Q4: 872,577 shares; 2026Q1: 874,519 shares; 2026Q2: 885,297 shares 885,297 $84.7M 5.47% +10,778 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: 280,259 shares; 2024Q4: 289,725 shares; 2025Q1: 290,399 shares; 2025Q2: 296,206 shares; 2025Q3: 295,765 shares; 2025Q4: 260,705 shares; 2026Q1: 260,954 shares; 2026Q2: 257,515 shares 257,515 $74.5M 4.81% -3,439 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: 2,605,132 shares; 2024Q4: 8,165,768 shares; 2025Q1: 8,238,465 shares; 2025Q2: 8,275,927 shares; 2025Q3: 8,318,386 shares; 2025Q4: 2,552,924 shares; 2026Q1: 2,451,793 shares; 2026Q2: 2,424,447 shares 2,424,447 $70.2M 4.54% -27,346 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,888,276 shares; 2026Q2: 2,928,857 shares 2,928,857 $61.1M 3.95% +1,040,581 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731,461 shares; 2025Q3: 768,113 shares; 2025Q4: 878,614 shares; 2026Q1: 912,812 shares; 2026Q2: 1,261,080 shares 1,261,080 $59.2M 3.82% +348,268 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831,947 shares; 2024Q4: 2,043,828 shares; 2025Q1: 2,081,416 shares; 2025Q2: 2,101,350 shares; 2025Q3: 2,123,599 shares; 2025Q4: 2,144,055 shares; 2026Q1: 2,161,309 shares; 2026Q2: 1,393,666 shares 1,393,666 $58.2M 3.76% -767,643 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,823 shares; 2026Q1: 81,823 shares; 2026Q2: 82,577 shares 82,577 $54.2M 3.5% +754 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545,883 shares 545,883 $50.3M 3.25% new Timeline AIPO 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: 1,241,131 shares 1,241,131 $41.5M 2.68% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 772,527 shares 772,527 $39.4M 2.54% new 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: 103,151 shares; 2024Q4: 111,719 shares; 2025Q1: 112,164 shares; 2025Q2: 112,549 shares; 2025Q3: 113,576 shares; 2025Q4: 116,365 shares; 2026Q1: 118,112 shares; 2026Q2: 473,770 shares 473,770 $38.2M 2.47% +355,658 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 468,719 shares 468,719 $34.6M 2.24% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931,941 shares 931,941 $34M 2.2% new Timeline JEPI 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: 412,280 shares; 2024Q4: 441,970 shares; 2025Q1: 452,811 shares; 2025Q2: 463,019 shares; 2025Q3: 474,016 shares; 2025Q4: 517,009 shares; 2026Q1: 529,383 shares; 2026Q2: 551,039 shares 551,039 $31.1M 2.01% +21,656 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: 11,842 shares; 2024Q4: 12,373 shares; 2025Q1: 13,271 shares; 2025Q2: 13,709 shares; 2025Q3: 13,872 shares; 2025Q4: 14,306 shares; 2026Q1: 14,285 shares; 2026Q2: 82,867 shares 82,867 $30.9M 2% +68,582 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,119,616 shares; 2024Q4: 552,294 shares; 2025Q1: 514,736 shares; 2025Q2: 511,048 shares; 2025Q3: 506,976 shares; 2025Q4: 477,638 shares; 2026Q1: 473,778 shares; 2026Q2: 471,353 shares 471,353 $30.4M 1.96% -2,425 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: 127,523 shares; 2024Q4: 116,400 shares; 2025Q1: 116,897 shares; 2025Q2: 116,996 shares; 2025Q3: 116,660 shares; 2025Q4: 112,780 shares; 2026Q1: 116,425 shares; 2026Q2: 117,848 shares 117,848 $28.1M 1.81% +1,423 Timeline SCHI 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: 413,449 shares; 2024Q4: 1,080,234 shares; 2025Q1: 1,132,577 shares; 2025Q2: 1,268,234 shares; 2025Q3: 1,308,128 shares; 2025Q4: 1,427,118 shares; 2026Q1: 1,470,244 shares; 2026Q2: 1,153,981 shares 1,153,981 $26.1M 1.69% -316,263 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: 363,428 shares; 2024Q4: 527,949 shares; 2025Q1: 545,128 shares; 2025Q2: 667,768 shares; 2025Q3: 697,156 shares; 2025Q4: 752,135 shares; 2026Q1: 772,082 shares; 2026Q2: 182,758 shares 182,758 $18.1M 1.17% -589,324 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: 26,298 shares; 2024Q4: 25,289 shares; 2025Q1: 24,165 shares; 2025Q2: 24,088 shares; 2025Q3: 24,014 shares; 2025Q4: 23,794 shares; 2026Q1: 23,799 shares; 2026Q2: 23,671 shares 23,671 $17.7M 1.14% -128 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF 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: 686,899 shares; 2026Q1: 957,597 shares; 2026Q2: 983,628 shares 983,628 $16.3M 1.06% +26,031 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: 816,278 shares; 2024Q4: 2,932,743 shares; 2025Q1: 2,993,100 shares; 2025Q2: 3,046,323 shares; 2025Q3: 3,095,874 shares; 2025Q4: 2,536,062 shares; 2026Q1: 2,356,664 shares; 2026Q2: 514,953 shares 514,953 $16.3M 1.05% -1,841,711 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: 17,520 shares; 2024Q4: 17,147 shares; 2025Q1: 15,831 shares; 2025Q2: 15,589 shares; 2025Q3: 15,362 shares; 2025Q4: 15,224 shares; 2026Q1: 13,428 shares; 2026Q2: 106,026 shares 106,026 $12.7M 0.82% +92,598 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: 32,114 shares; 2024Q4: 31,331 shares; 2025Q1: 30,414 shares; 2025Q2: 30,767 shares; 2025Q3: 30,268 shares; 2025Q4: 30,110 shares; 2026Q1: 29,959 shares; 2026Q2: 29,334 shares 29,334 $10.9M 0.7% -625 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: 24,873 shares; 2024Q4: 24,651 shares; 2025Q1: 24,092 shares; 2025Q2: 23,956 shares; 2025Q3: 23,964 shares; 2025Q4: 47,363 shares; 2026Q1: 48,945 shares; 2026Q2: 48,058 shares 48,058 $9.16M 0.59% -887 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: 109,163 shares; 2024Q4: 104,855 shares; 2025Q1: 104,644 shares; 2025Q2: 101,812 shares; 2025Q3: 100,603 shares; 2025Q4: 99,229 shares; 2026Q1: 99,725 shares; 2026Q2: 94,818 shares 94,818 $6.96M 0.45% -4,907 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: 18,430 shares; 2024Q4: 18,047 shares; 2025Q1: 25,783 shares; 2025Q2: 29,092 shares; 2025Q3: 28,717 shares; 2025Q4: 31,960 shares; 2026Q1: 28,454 shares; 2026Q2: 31,545 shares 31,545 $6.31M 0.41% +3,091 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: 8,313 shares; 2024Q4: 6,876 shares; 2025Q1: 6,973 shares; 2025Q2: 7,126 shares; 2025Q3: 6,407 shares; 2025Q4: 4,676 shares; 2026Q1: 4,887 shares; 2026Q2: 5,127 shares 5,127 $5.92M 0.38% +240 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: 8,735 shares; 2024Q4: 8,751 shares; 2025Q1: 8,770 shares; 2025Q2: 8,754 shares; 2025Q3: 8,734 shares; 2025Q4: 8,697 shares; 2026Q1: 8,588 shares; 2026Q2: 9,014 shares 9,014 $4.51M 0.29% +426 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,837 shares; 2024Q4: 135,597 shares; 2025Q1: 121,227 shares; 2025Q2: 119,425 shares; 2025Q3: 116,500 shares; 2025Q4: 114,499 shares; 2026Q1: 105,076 shares; 2026Q2: 97,140 shares 97,140 $4.3M 0.28% -7,936 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: 8,210 shares; 2024Q4: 9,209 shares; 2025Q1: 8,859 shares; 2025Q2: 9,397 shares; 2025Q3: 9,456 shares; 2025Q4: 9,909 shares; 2026Q1: 10,696 shares; 2026Q2: 11,555 shares 11,555 $4.13M 0.27% +859 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: 13,696 shares; 2024Q4: 13,359 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,621 shares; 2025Q4: 12,623 shares; 2026Q1: 12,623 shares; 2026Q2: 12,624 shares 12,624 $3.79M 0.25% +1 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: 17,997 shares; 2024Q4: 17,305 shares; 2025Q1: 16,997 shares; 2025Q2: 16,850 shares; 2025Q3: 16,227 shares; 2025Q4: 16,099 shares; 2026Q1: 15,579 shares; 2026Q2: 15,458 shares 15,458 $3.29M 0.21% -121 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: 8,365 shares; 2024Q4: 8,422 shares; 2025Q1: 8,522 shares; 2025Q2: 8,696 shares; 2025Q3: 8,703 shares; 2025Q4: 8,740 shares; 2026Q1: 8,323 shares; 2026Q2: 8,495 shares 8,495 $2.78M 0.18% +172 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: 17,033 shares; 2024Q4: 17,367 shares; 2025Q1: 17,615 shares; 2025Q2: 17,550 shares; 2025Q3: 17,541 shares; 2025Q4: 17,541 shares; 2026Q1: 17,542 shares; 2026Q2: 17,542 shares 17,542 $2.77M 0.18% 0 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: 2,548 shares; 2024Q4: 2,078 shares; 2025Q1: 2,008 shares; 2025Q2: 2,200 shares; 2025Q3: 2,123 shares; 2025Q4: 2,526 shares; 2026Q1: 6,231 shares; 2026Q2: 7,216 shares 7,216 $2.73M 0.18% +985 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: 9,935 shares; 2024Q4: 10,750 shares; 2025Q1: 10,617 shares; 2025Q2: 10,882 shares; 2025Q3: 11,009 shares; 2025Q4: 11,387 shares; 2026Q1: 6,767 shares; 2026Q2: 7,561 shares 7,561 $2.67M 0.17% +794 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: 4,086 shares; 2024Q4: 4,085 shares; 2025Q1: 3,813 shares; 2025Q2: 3,673 shares; 2025Q3: 3,782 shares; 2025Q4: 4,171 shares; 2026Q1: 4,148 shares; 2026Q2: 4,386 shares 4,386 $2.55M 0.16% +238 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,713 shares; 2024Q4: 76,718 shares; 2025Q1: 77,816 shares; 2025Q2: 77,799 shares; 2025Q3: 77,734 shares; 2025Q4: 77,364 shares; 2026Q1: 77,969 shares; 2026Q2: 76,337 shares 76,337 $2.25M 0.15% -1,632 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: 2,968 shares; 2024Q4: 3,057 shares; 2025Q1: 2,920 shares; 2025Q2: 3,213 shares; 2025Q3: 3,715 shares; 2025Q4: 4,156 shares; 2026Q1: 4,495 shares; 2026Q2: 5,240 shares 5,240 $2.2M 0.14% +745 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: 7,078 shares; 2024Q4: 7,486 shares; 2025Q1: 7,477 shares; 2025Q2: 7,452 shares; 2025Q3: 7,503 shares; 2025Q4: 7,489 shares; 2026Q1: 7,727 shares; 2026Q2: 8,030 shares 8,030 $2.18M 0.14% +303 Timeline SCHA 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: 170,115 shares; 2024Q4: 331,734 shares; 2025Q1: 295,594 shares; 2025Q2: 293,419 shares; 2025Q3: 289,809 shares; 2025Q4: 285,831 shares; 2026Q1: 59,565 shares; 2026Q2: 55,387 shares 55,387 $2M 0.13% -4,178 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: 6,770 shares; 2024Q4: 7,165 shares; 2025Q1: 7,569 shares; 2025Q2: 7,195 shares; 2025Q3: 7,249 shares; 2025Q4: 7,366 shares; 2026Q1: 7,666 shares; 2026Q2: 7,596 shares 7,596 $1.93M 0.12% -70 Timeline SDY 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 11,000 shares 11,000 $1.67M 0.11% -1,000 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: 6,404 shares; 2024Q4: 6,660 shares; 2025Q1: 7,112 shares; 2025Q2: 7,529 shares; 2025Q3: 9,226 shares; 2025Q4: 9,494 shares; 2026Q1: 11,730 shares; 2026Q2: 12,919 shares 12,919 $1.52M 0.1% +1,189 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,091 shares; 2025Q2: 1,092 shares; 2025Q3: 1,089 shares; 2025Q4: 1,123 shares; 2026Q1: 1,165 shares; 2026Q2: 1,183 shares 1,183 $1.42M 0.09% +18 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: 29,026 shares; 2024Q4: 28,136 shares; 2025Q1: 27,956 shares; 2025Q2: 28,117 shares; 2025Q3: 28,267 shares; 2025Q4: 28,425 shares; 2026Q1: 23,915 shares; 2026Q2: 24,723 shares 24,723 $1.41M 0.09% +808 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: 6,075 shares; 2024Q4: 6,182 shares; 2025Q1: 7,396 shares; 2025Q2: 7,588 shares; 2025Q3: 7,554 shares; 2025Q4: 7,455 shares; 2026Q1: 7,482 shares; 2026Q2: 7,746 shares 7,746 $1.41M 0.09% +264 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,115 shares; 2024Q4: 6,096 shares; 2025Q1: 6,108 shares; 2025Q2: 6,122 shares; 2025Q3: 6,134 shares; 2025Q4: 6,146 shares; 2026Q1: 6,158 shares; 2026Q2: 6,191 shares 6,191 $1.38M 0.09% +33 Timeline SCHM 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: 12,805 shares; 2024Q4: 38,415 shares; 2025Q1: 38,415 shares; 2025Q2: 38,610 shares; 2025Q3: 38,980 shares; 2025Q4: 38,980 shares; 2026Q1: 38,980 shares; 2026Q2: 35,980 shares 35,980 $1.33M 0.09% -3,000 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,882 shares; 2024Q4: 41,542 shares; 2025Q1: 41,199 shares; 2025Q2: 39,888 shares; 2025Q3: 38,592 shares; 2025Q4: 35,761 shares; 2026Q1: 35,389 shares; 2026Q2: 32,987 shares 32,987 $1.3M 0.08% -2,402 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: 1,655 shares; 2024Q4: 1,661 shares; 2025Q1: 1,760 shares; 2025Q2: 2,361 shares; 2025Q3: 2,895 shares; 2025Q4: 2,913 shares; 2026Q1: 2,976 shares; 2026Q2: 3,451 shares 3,451 $1.29M 0.08% +475 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,284 shares; 2024Q4: 28,284 shares; 2025Q1: 28,284 shares; 2025Q2: 28,284 shares; 2025Q3: 28,584 shares; 2025Q4: 21,277 shares; 2026Q1: 23,552 shares; 2026Q2: 24,709 shares 24,709 $1.25M 0.08% +1,157 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: 1,551 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 2,761 shares; 2025Q3: 2,804 shares; 2025Q4: 2,647 shares; 2026Q1: 2,883 shares; 2026Q2: 3,432 shares 3,432 $1.21M 0.08% +549 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459,160 shares; 2025Q3: 449,730 shares; 2025Q4: 448,716 shares; 2026Q1: 449,616 shares; 2026Q2: 27,402 shares 27,402 $1.14M 0.07% -422,214 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: 1,727 shares; 2024Q4: 1,390 shares; 2025Q1: 1,398 shares; 2025Q2: 1,397 shares; 2025Q3: 1,507 shares; 2025Q4: 1,459 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares 1,476 $1.11M 0.07% 0 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN 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: 65,616 shares; 2026Q2: 126,761 shares 126,761 $1.09M 0.07% +61,145 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: 3,993 shares; 2024Q4: 4,003 shares; 2025Q1: 3,933 shares; 2025Q2: 5,375 shares; 2025Q3: 5,383 shares; 2025Q4: 4,830 shares; 2026Q1: 4,689 shares; 2026Q2: 4,326 shares 4,326 $1.09M 0.07% -363 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,134 shares; 2024Q4: 36,574 shares; 2025Q1: 28,276 shares; 2025Q2: 25,351 shares; 2025Q3: 24,405 shares; 2025Q4: 25,409 shares; 2026Q1: 22,239 shares; 2026Q2: 20,991 shares 20,991 $1.04M 0.07% -1,248 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: 2,330 shares; 2024Q4: 2,358 shares; 2025Q1: 2,345 shares; 2025Q2: 3,653 shares; 2025Q3: 3,624 shares; 2025Q4: 3,503 shares; 2026Q1: 3,676 shares; 2026Q2: 3,779 shares 3,779 $1.02M 0.07% +103 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,822 shares; 2026Q2: 17,822 shares 17,822 $1.01M 0.07% 0 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: 10,430 shares; 2024Q4: 10,434 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 10,435 shares; 2025Q4: 10,425 shares; 2026Q1: 10,425 shares; 2026Q2: 10,425 shares 10,425 $1.01M 0.06% 0 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: 534 shares; 2025Q3: 697 shares; 2025Q4: 706 shares; 2026Q1: 763 shares; 2026Q2: 841 shares 841 $988K 0.06% +78 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,940 shares; 2026Q2: 2,224 shares 2,224 $964K 0.06% +284 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,228 shares; 2025Q1: 3,123 shares; 2025Q2: 3,127 shares; 2025Q3: 3,045 shares; 2025Q4: 3,072 shares; 2026Q1: 3,076 shares; 2026Q2: 3,336 shares 3,336 $938K 0.06% +260 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: 1,283 shares; 2024Q4: 2,570 shares; 2025Q1: 2,477 shares; 2025Q2: 2,315 shares; 2025Q3: 2,339 shares; 2025Q4: 2,340 shares; 2026Q1: 2,558 shares; 2026Q2: 2,664 shares 2,664 $908K 0.06% +106 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: 1,101 shares; 2024Q4: 1,202 shares; 2025Q1: 1,189 shares; 2025Q2: 1,289 shares; 2025Q3: 1,327 shares; 2025Q4: 1,551 shares; 2026Q1: 1,602 shares; 2026Q2: 1,595 shares 1,595 $899K 0.06% -7 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,561 shares; 2026Q2: 3,561 shares 3,561 $877K 0.06% 0 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: 6,514 shares; 2024Q4: 6,399 shares; 2025Q1: 5,779 shares; 2025Q2: 5,779 shares; 2025Q3: 5,712 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares; 2026Q2: 5,699 shares 5,699 $845K 0.05% 0 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: 1,605 shares; 2024Q4: 1,891 shares; 2025Q1: 1,930 shares; 2025Q2: 2,052 shares; 2025Q3: 2,079 shares; 2025Q4: 2,001 shares; 2026Q1: 2,107 shares; 2026Q2: 2,434 shares 2,434 $835K 0.05% +327 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares; 2026Q2: 5,070 shares 5,070 $829K 0.05% 0 Timeline HACK 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: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,605 shares; 2026Q1: 7,605 shares; 2026Q2: 7,605 shares 7,605 $798K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,402 shares; 2024Q4: 41,402 shares; 2025Q1: 41,402 shares; 2025Q2: 41,402 shares; 2025Q3: 41,402 shares; 2025Q4: 41,402 shares; 2026Q1: 41,402 shares; 2026Q2: 41,402 shares 41,402 $792K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 1,086 shares 1,086 $785K 0.05% +219 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: 811 shares; 2024Q4: 826 shares; 2025Q1: 797 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 980 shares; 2026Q1: 1,298 shares; 2026Q2: 727 shares 727 $774K 0.05% -571 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: 1,738 shares; 2024Q4: 1,745 shares; 2025Q1: 1,765 shares; 2025Q2: 1,694 shares; 2025Q3: 1,766 shares; 2025Q4: 1,762 shares; 2026Q1: 1,825 shares; 2026Q2: 1,938 shares 1,938 $702K 0.05% +113 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: 3,778 shares; 2026Q2: 4,992 shares 4,992 $697K 0.05% +1,214 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,157 shares; 2024Q4: 7,157 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,193 shares; 2025Q4: 7,193 shares; 2026Q1: 7,193 shares; 2026Q2: 7,193 shares 7,193 $694K 0.04% 0 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: 8,228 shares; 2024Q4: 8,228 shares; 2025Q1: 8,263 shares; 2025Q2: 8,228 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares; 2026Q2: 8,228 shares 8,228 $689K 0.04% 0 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: 4,040 shares; 2024Q4: 3,906 shares; 2025Q1: 3,528 shares; 2025Q2: 3,453 shares; 2025Q3: 4,523 shares; 2025Q4: 4,674 shares; 2026Q1: 4,970 shares; 2026Q2: 4,999 shares 4,999 $684K 0.04% +29 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: 6,480 shares; 2024Q4: 6,430 shares; 2025Q1: 6,762 shares; 2025Q2: 6,951 shares; 2025Q3: 6,966 shares; 2025Q4: 8,027 shares; 2026Q1: 8,339 shares; 2026Q2: 9,411 shares 9,411 $682K 0.04% +1,072 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: 2,239 shares 2,239 $667K 0.04% new 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: 6,901 shares; 2024Q4: 6,742 shares; 2025Q1: 7,458 shares; 2025Q2: 7,433 shares; 2025Q3: 7,534 shares; 2025Q4: 7,592 shares; 2026Q1: 7,576 shares; 2026Q2: 8,021 shares 8,021 $663K 0.04% +445 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: 4,011 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 2,978 shares; 2026Q2: 2,864 shares 2,864 $624K 0.04% -114 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 6,259 shares; 2025Q1: 6,037 shares; 2025Q2: 6,119 shares; 2025Q3: 6,407 shares; 2025Q4: 6,513 shares; 2026Q1: 7,013 shares; 2026Q2: 7,049 shares 7,049 $619K 0.04% +36 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: 1,097 shares; 2024Q4: 1,106 shares; 2025Q1: 1,122 shares; 2025Q2: 1,117 shares; 2025Q3: 1,151 shares; 2025Q4: 1,123 shares; 2026Q1: 1,242 shares; 2026Q2: 1,207 shares 1,207 $615K 0.04% -35 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares; 2026Q2: 7,815 shares 7,815 $608K 0.04% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,601 shares; 2024Q4: 3,637 shares; 2025Q1: 3,787 shares; 2025Q2: 3,707 shares; 2025Q3: 3,717 shares; 2025Q4: 7,424 shares; 2026Q1: 7,424 shares; 2026Q2: 7,414 shares 7,414 $601K 0.04% -10 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 10,568 shares; 2025Q4: 10,568 shares; 2026Q1: 10,568 shares; 2026Q2: 10,568 shares 10,568 $595K 0.04% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares; 2026Q2: 5,060 shares 5,060 $592K 0.04% 0 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: 2,057 shares; 2024Q4: 2,533 shares; 2025Q1: 2,578 shares; 2025Q2: 2,557 shares; 2025Q3: 2,666 shares; 2025Q4: 2,674 shares; 2026Q1: 2,711 shares; 2026Q2: 2,904 shares 2,904 $551K 0.04% +193 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,908 shares; 2026Q2: 10,882 shares 10,882 $540K 0.03% -4,026 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: 2,226 shares; 2024Q4: 2,226 shares; 2025Q1: 2,167 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,312 shares; 2026Q1: 2,351 shares; 2026Q2: 2,560 shares 2,560 $535K 0.03% +209 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: 1,474 shares; 2024Q4: 1,342 shares; 2025Q1: 1,144 shares; 2025Q2: 962 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares; 2026Q1: 1,003 shares; 2026Q2: 1,242 shares 1,242 $516K 0.03% +239 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 507 shares; 2025Q1: 518 shares; 2025Q2: 479 shares; 2025Q3: 500 shares; 2025Q4: 497 shares; 2026Q1: 743 shares; 2026Q2: 812 shares 812 $516K 0.03% +69 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: 5,010 shares; 2024Q4: 5,106 shares; 2025Q1: 5,216 shares; 2025Q2: 5,151 shares; 2025Q3: 5,145 shares; 2025Q4: 2,798 shares; 2026Q1: 4,662 shares; 2026Q2: 4,531 shares 4,531 $513K 0.03% -131 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,617 shares; 2024Q4: 137,135 shares; 2025Q1: 140,556 shares; 2025Q2: 144,531 shares; 2025Q3: 146,957 shares; 2025Q4: 7,628 shares; 2026Q1: 7,452 shares; 2026Q2: 3,198 shares 3,198 $507K 0.03% -4,254 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: 13,265 shares; 2024Q4: 13,161 shares; 2025Q1: 12,194 shares; 2025Q2: 13,724 shares; 2025Q3: 13,589 shares; 2025Q4: 12,847 shares; 2026Q1: 13,518 shares; 2026Q2: 11,947 shares 11,947 $506K 0.03% -1,571 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 1,035 shares; 2026Q1: 1,029 shares; 2026Q2: 1,040 shares 1,040 $497K 0.03% +11 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,781 shares; 2025Q1: 3,600 shares; 2025Q2: 3,564 shares; 2025Q3: 3,388 shares; 2025Q4: 3,327 shares; 2026Q1: 3,933 shares; 2026Q2: 3,364 shares 3,364 $493K 0.03% -569 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785,338 shares; 2025Q3: 773,675 shares; 2025Q4: 768,733 shares; 2026Q1: 766,568 shares; 2026Q2: 12,403 shares 12,403 $490K 0.03% -754,165 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,776 shares; 2024Q4: 378,191 shares; 2025Q1: 390,772 shares; 2025Q2: 394,009 shares; 2025Q3: 399,397 shares; 2025Q4: 71,854 shares; 2026Q1: 5,943 shares; 2026Q2: 5,916 shares 5,916 $487K 0.03% -27 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: 2,552 shares; 2024Q4: 2,657 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 926 shares; 2026Q2: 5,556 shares 5,556 $479K 0.03% +4,630 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares; 2026Q1: 3,230 shares; 2026Q2: 3,672 shares 3,672 $475K 0.03% +442 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 4,303 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,299 shares; 2025Q4: 4,251 shares; 2026Q1: 4,249 shares; 2026Q2: 4,249 shares 4,249 $469K 0.03% 0 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: not reported; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 441 shares; 2025Q3: 448 shares; 2025Q4: 399 shares; 2026Q1: 547 shares; 2026Q2: 499 shares 499 $467K 0.03% -48 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,263 shares; 2026Q1: 4,263 shares; 2026Q2: 4,263 shares 4,263 $459K 0.03% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,855 shares; 2024Q4: 7,682 shares; 2025Q1: 7,773 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 7,806 shares; 2026Q1: 8,937 shares; 2026Q2: 8,233 shares 8,233 $441K 0.03% -704 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 422 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 363 shares; 2026Q2: 379 shares 379 $429K 0.03% +16 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: 124 shares; 2026Q2: 1,412 shares 1,412 $426K 0.03% +1,288 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: 1,313 shares; 2025Q2: 3,837 shares; 2025Q3: 3,829 shares; 2025Q4: 1,756 shares; 2026Q1: 2,710 shares; 2026Q2: 2,558 shares 2,558 $424K 0.03% -152 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,489 shares; 2025Q4: 1,427 shares; 2026Q1: 1,557 shares; 2026Q2: 1,689 shares 1,689 $404K 0.03% +132 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,066 shares; 2024Q4: 15,029 shares; 2025Q1: 13,942 shares; 2025Q2: 14,943 shares; 2025Q3: 17,345 shares; 2025Q4: 17,345 shares; 2026Q1: 17,029 shares; 2026Q2: 16,989 shares 16,989 $392K 0.03% -40 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,227 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares 1,136 $391K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 3,873 shares; 2026Q2: 4,756 shares 4,756 $388K 0.03% +883 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: 700 shares; 2024Q4: 900 shares; 2025Q1: 575 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $378K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391 shares 391 $377K 0.02% new Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares; 2026Q2: 2,026 shares 2,026 $375K 0.02% -203 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $372K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,771 shares; 2026Q1: 3,861 shares; 2026Q2: 3,982 shares 3,982 $363K 0.02% +121 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,350 shares 1,350 $360K 0.02% new 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: 1,664 shares; 2024Q4: 1,564 shares; 2025Q1: 1,522 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares; 2026Q2: 1,520 shares 1,520 $360K 0.02% +1 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: 1,273 shares; 2024Q4: 1,207 shares; 2025Q1: 1,213 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,097 shares; 2026Q1: 902 shares; 2026Q2: 1,054 shares 1,054 $357K 0.02% +152 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM 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: not reported; 2026Q1: 5,246 shares; 2026Q2: 5,269 shares 5,269 $356K 0.02% +23 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 797 shares; 2026Q1: 804 shares; 2026Q2: 4,020 shares 4,020 $353K 0.02% +3,216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $345K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 439 shares 439 $335K 0.02% new Timeline GSEW 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: 5,912 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,525 shares 3,525 $333K 0.02% -80 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares; 2026Q2: 5,468 shares 5,468 $326K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 2,898 shares; 2025Q1: 2,328 shares; 2025Q2: 2,022 shares; 2025Q3: 2,300 shares; 2025Q4: 2,381 shares; 2026Q1: 2,622 shares; 2026Q2: 2,363 shares 2,363 $320K 0.02% -259 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 802 shares 802 $318K 0.02% +16 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: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 11,325 shares 11,325 $310K 0.02% +9,050 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,558 shares; 2026Q1: 28,527 shares; 2026Q2: 7,766 shares 7,766 $309K 0.02% -20,761 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares; 2025Q4: 1,570 shares; 2026Q1: 1,526 shares; 2026Q2: 1,787 shares 1,787 $304K 0.02% +261 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $303K 0.02% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,189 shares; 2024Q4: 8,378 shares; 2025Q1: 8,378 shares; 2025Q2: 8,378 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares; 2026Q1: 8,378 shares; 2026Q2: 8,378 shares 8,378 $302K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,614 shares; 2024Q4: 2,827 shares; 2025Q1: 2,585 shares; 2025Q2: 2,064 shares; 2025Q3: 2,067 shares; 2025Q4: 2,078 shares; 2026Q1: 2,050 shares; 2026Q2: 2,208 shares 2,208 $302K 0.02% +158 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: 1,967 shares; 2024Q4: 7,866 shares; 2025Q1: not reported; 2025Q2: 7,972 shares; 2025Q3: 7,972 shares; 2025Q4: 7,972 shares; 2026Q1: 8,912 shares; 2026Q2: 8,912 shares 8,912 $302K 0.02% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 840 shares; 2026Q2: 840 shares 840 $300K 0.02% 0 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: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares; 2026Q2: 3,588 shares 3,588 $296K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $296K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 249 shares; 2026Q2: 280 shares 280 $284K 0.02% +31 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,745 shares; 2026Q1: 3,745 shares; 2026Q2: 3,745 shares 3,745 $283K 0.02% 0 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: 804 shares; 2024Q4: 1,290 shares; 2025Q1: 1,248 shares; 2025Q2: 1,258 shares; 2025Q3: 1,282 shares; 2025Q4: 1,304 shares; 2026Q1: 1,306 shares; 2026Q2: 1,454 shares 1,454 $277K 0.02% +148 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 reported; 2024Q4: not reported; 2025Q1: 1,527 shares; 2025Q2: 2,638 shares; 2025Q3: 2,539 shares; 2025Q4: 2,307 shares; 2026Q1: 3,038 shares; 2026Q2: 3,046 shares 3,046 $276K 0.02% +8 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares; 2026Q2: 618 shares 618 $270K 0.02% +51 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460,733 shares; 2024Q4: 169,935 shares; 2025Q1: 178,188 shares; 2025Q2: 7,171 shares; 2025Q3: 9,951 shares; 2025Q4: not reported; 2026Q1: 6,979 shares; 2026Q2: 6,690 shares 6,690 $270K 0.02% -289 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $268K 0.02% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,450 shares 1,450 $268K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,797 shares; 2026Q1: 2,320 shares; 2026Q2: 2,271 shares 2,271 $265K 0.02% -49 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: 971 shares; 2026Q2: 1,016 shares 1,016 $265K 0.02% +45 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 591 shares; 2025Q1: 615 shares; 2025Q2: 585 shares; 2025Q3: 579 shares; 2025Q4: 643 shares; 2026Q1: 630 shares; 2026Q2: 640 shares 640 $261K 0.02% +10 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares; 2026Q2: 1,954 shares 1,954 $258K 0.02% +87 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares; 2026Q2: 2,808 shares 2,808 $257K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $254K 0.02% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,497 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares; 2026Q2: 4,591 shares 4,591 $254K 0.02% +94 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,898 shares 5,898 $247K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,497 shares 1,497 $242K 0.02% new Timeline VFH 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: 3,645 shares; 2024Q4: 3,036 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,144 shares; 2026Q2: 1,838 shares 1,838 $242K 0.02% -306 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,487 shares; 2026Q2: 1,591 shares 1,591 $241K 0.02% +104 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: 622 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 623 shares; 2025Q4: 635 shares; 2026Q1: 682 shares; 2026Q2: 700 shares 700 $241K 0.02% +18 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 2,890 shares 2,890 $237K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,110 shares; 2026Q2: 2,980 shares 2,980 $237K 0.02% -130 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: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 416 shares; 2026Q1: 428 shares; 2026Q2: 456 shares 456 $234K 0.02% +28 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $234K 0.02% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $229K 0.01% 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: 1,431 shares; 2024Q4: 1,422 shares; 2025Q1: 1,626 shares; 2025Q2: 1,364 shares; 2025Q3: 1,384 shares; 2025Q4: 1,353 shares; 2026Q1: not reported; 2026Q2: 1,562 shares 1,562 $229K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,540 shares; 2026Q2: 4,540 shares 4,540 $229K 0.01% 0 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,126 shares 4,126 $228K 0.01% 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: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 2,030 shares; 2026Q2: 4,060 shares 4,060 $228K 0.01% +2,030 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,344 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,412 shares 1,412 $225K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,017 shares 1,017 $225K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 330 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $224K 0.01% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares; 2026Q2: 3,752 shares 3,752 $217K 0.01% -908 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares; 2026Q2: 2,086 shares 2,086 $217K 0.01% +114 Timeline BBAG 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: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares; 2026Q2: 4,687 shares 4,687 $215K 0.01% -33 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 322 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $215K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,470 shares; 2024Q4: 10,070 shares; 2025Q1: 9,370 shares; 2025Q2: 13,020 shares; 2025Q3: 12,218 shares; 2025Q4: 11,995 shares; 2026Q1: 12,385 shares; 2026Q2: 10,349 shares 10,349 $214K 0.01% -2,036 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,196 shares 1,196 $213K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 4,781 shares 4,781 $212K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $210K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 358 shares; 2026Q1: not reported; 2026Q2: 409 shares 409 $205K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,415 shares 1,415 $205K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $205K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395 shares 395 $204K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 1,812 shares 1,812 $200K 0.01% new Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,541 shares 11,541 $141K 0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,276 shares; 2024Q4: 10,276 shares; 2025Q1: 10,276 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares; 2025Q4: 10,276 shares; 2026Q1: 10,276 shares; 2026Q2: 10,276 shares 10,276 $87.6K 0.01% 0 Timeline