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: 164,278 shares; 2025Q1: 202,410 shares; 2025Q2: 350,866 shares; 2025Q3: 371,654 shares; 2025Q4: 404,077 shares; 2026Q1: 415,996 shares; 2026Q2: 429,338 shares 429,338 $70.5M 10.65% +13,342 Timeline SCHV 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: 1,630,893 shares; 2025Q1: 1,588,699 shares; 2025Q2: 1,396,345 shares; 2025Q3: 1,350,229 shares; 2025Q4: 1,228,737 shares; 2026Q1: 1,135,107 shares; 2026Q2: 1,134,296 shares 1,134,296 $39.5M 5.96% -811 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: 1,165,977 shares; 2025Q1: 1,100,380 shares; 2025Q2: 858,063 shares; 2025Q3: 844,286 shares; 2025Q4: 807,073 shares; 2026Q1: 685,032 shares; 2026Q2: 681,131 shares 681,131 $23M 3.48% -3,901 Timeline BSVO 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 loaded; 2024Q4: 159,405 shares; 2025Q1: 324,035 shares; 2025Q2: 645,963 shares; 2025Q3: 681,924 shares; 2025Q4: 715,560 shares; 2026Q1: 779,088 shares; 2026Q2: 780,094 shares 780,094 $22.8M 3.44% +1,006 Timeline VGIT 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: 63,130 shares; 2025Q1: 137,125 shares; 2025Q2: 283,187 shares; 2025Q3: 297,569 shares; 2025Q4: 311,885 shares; 2026Q1: 331,516 shares; 2026Q2: 345,954 shares 345,954 $20.4M 3.08% +14,438 Timeline AVDV 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: 60,307 shares; 2025Q1: 99,770 shares; 2025Q2: 143,518 shares; 2025Q3: 146,902 shares; 2025Q4: 173,945 shares; 2026Q1: 193,233 shares; 2026Q2: 192,772 shares 192,772 $19.9M 3% -461 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: 1,073,750 shares; 2025Q1: 1,030,824 shares; 2025Q2: 845,526 shares; 2025Q3: 790,813 shares; 2025Q4: 722,971 shares; 2026Q1: 620,129 shares; 2026Q2: 616,226 shares 616,226 $19.5M 2.95% -3,903 Timeline DFSD 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 loaded; 2024Q4: 88,288 shares; 2025Q1: 156,070 shares; 2025Q2: 285,564 shares; 2025Q3: 299,204 shares; 2025Q4: 322,913 shares; 2026Q1: 341,176 shares; 2026Q2: 347,791 shares 347,791 $16.6M 2.51% +6,615 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: not loaded; 2024Q4: 89,833 shares; 2025Q1: 167,872 shares; 2025Q2: 268,086 shares; 2025Q3: 288,973 shares; 2025Q4: 321,080 shares; 2026Q1: 361,179 shares; 2026Q2: 379,331 shares 379,331 $15.8M 2.39% +18,152 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: not reported; 2025Q1: 34,243 shares; 2025Q2: 34,343 shares; 2025Q3: 34,343 shares; 2025Q4: 34,343 shares; 2026Q1: 44,595 shares; 2026Q2: 42,749 shares 42,749 $15.8M 2.39% -1,846 Timeline DFEM 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 loaded; 2024Q4: 145,610 shares; 2025Q1: 241,095 shares; 2025Q2: 316,458 shares; 2025Q3: 322,163 shares; 2025Q4: 349,070 shares; 2026Q1: 374,932 shares; 2026Q2: 373,277 shares 373,277 $15.2M 2.29% -1,655 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 348,190 shares; 2025Q1: 348,098 shares; 2025Q2: 342,116 shares; 2025Q3: 342,125 shares; 2025Q4: 342,089 shares; 2026Q1: 341,713 shares; 2026Q2: 340,690 shares 340,690 $14M 2.12% -1,023 Timeline DFNM 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 loaded; 2024Q4: 15,266 shares; 2025Q1: 40,034 shares; 2025Q2: 156,680 shares; 2025Q3: 172,822 shares; 2025Q4: 199,139 shares; 2026Q1: 247,711 shares; 2026Q2: 272,899 shares 272,899 $13.2M 1.99% +25,188 Timeline 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: 821,305 shares; 2025Q1: 777,421 shares; 2025Q2: 724,600 shares; 2025Q3: 706,187 shares; 2025Q4: 686,395 shares; 2026Q1: 456,998 shares; 2026Q2: 456,965 shares 456,965 $12.7M 1.91% -33 Timeline IDEV 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: 49,025 shares; 2025Q1: 72,747 shares; 2025Q2: 105,969 shares; 2025Q3: 110,110 shares; 2025Q4: 118,130 shares; 2026Q1: 128,377 shares; 2026Q2: 134,086 shares 134,086 $11.9M 1.8% +5,709 Timeline DIHP 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 loaded; 2024Q4: 89,854 shares; 2025Q1: 153,985 shares; 2025Q2: 257,652 shares; 2025Q3: 275,401 shares; 2025Q4: 300,125 shares; 2026Q1: 329,608 shares; 2026Q2: 346,240 shares 346,240 $11.8M 1.78% +16,632 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 52,351 shares; 2025Q1: 105,404 shares; 2025Q2: 186,159 shares; 2025Q3: 192,437 shares; 2025Q4: 205,239 shares; 2026Q1: 218,355 shares; 2026Q2: 230,722 shares 230,722 $11.6M 1.75% +12,367 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 428,570 shares; 2025Q1: 432,044 shares; 2025Q2: 423,307 shares; 2025Q3: 410,175 shares; 2025Q4: 409,627 shares; 2026Q1: 405,317 shares; 2026Q2: 400,105 shares 400,105 $10.2M 1.54% -5,212 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111,406 shares; 2025Q1: 111,404 shares; 2025Q2: 113,036 shares; 2025Q3: 113,036 shares; 2025Q4: 114,755 shares; 2026Q1: 114,673 shares; 2026Q2: 116,476 shares 116,476 $8.92M 1.35% +1,803 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: 25,095 shares; 2025Q1: 24,826 shares; 2025Q2: 24,380 shares; 2025Q3: 24,456 shares; 2025Q4: 19,849 shares; 2026Q1: 20,439 shares; 2026Q2: 20,522 shares 20,522 $7.75M 1.17% +83 Timeline CWI 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: 184,650 shares; 2025Q1: 186,156 shares; 2025Q2: 186,640 shares; 2025Q3: 178,844 shares; 2025Q4: 178,309 shares; 2026Q1: 178,309 shares; 2026Q2: 177,774 shares 177,774 $7.23M 1.09% -535 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: 34,727 shares; 2025Q1: 34,610 shares; 2025Q2: 34,190 shares; 2025Q3: 33,572 shares; 2025Q4: 34,907 shares; 2026Q1: 41,670 shares; 2026Q2: 35,458 shares 35,458 $7.09M 1.07% -6,212 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: 15,225 shares; 2025Q1: 15,151 shares; 2025Q2: 14,868 shares; 2025Q3: 14,959 shares; 2025Q4: 15,904 shares; 2026Q1: 23,929 shares; 2026Q2: 24,283 shares 24,283 $7.03M 1.06% +354 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,581 shares; 2025Q3: 76,403 shares; 2025Q4: 76,076 shares; 2026Q1: 76,076 shares; 2026Q2: 76,076 shares 76,076 $6.91M 1.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,785 shares; 2025Q1: 56,415 shares; 2025Q2: 55,447 shares; 2025Q3: 53,519 shares; 2025Q4: 99,348 shares; 2026Q1: 77,920 shares; 2026Q2: 78,245 shares 78,245 $6.48M 0.98% +325 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: not loaded; 2024Q4: 139,169 shares; 2025Q1: 139,301 shares; 2025Q2: 136,431 shares; 2025Q3: 136,840 shares; 2025Q4: 136,376 shares; 2026Q1: 105,119 shares; 2026Q2: 105,425 shares 105,425 $5.95M 0.9% +306 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: 112,199 shares; 2025Q1: 110,617 shares; 2025Q2: 84,662 shares; 2025Q3: 84,218 shares; 2025Q4: 52,718 shares; 2026Q1: 47,860 shares; 2026Q2: 46,211 shares 46,211 $5.77M 0.87% -1,649 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: not reported; 2025Q1: not reported; 2025Q2: 18,058 shares; 2025Q3: 20,686 shares; 2025Q4: 77,411 shares; 2026Q1: 77,678 shares; 2026Q2: 78,286 shares 78,286 $5.58M 0.84% +608 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: 24,105 shares; 2025Q1: 24,614 shares; 2025Q2: 24,958 shares; 2025Q3: 24,832 shares; 2025Q4: 22,097 shares; 2026Q1: 22,165 shares; 2026Q2: 22,353 shares 22,353 $5.29M 0.8% +188 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 127,253 shares; 2025Q1: 128,230 shares; 2025Q2: 116,265 shares; 2025Q3: 110,994 shares; 2025Q4: 100,346 shares; 2026Q1: 100,042 shares; 2026Q2: 97,549 shares 97,549 $5.01M 0.76% -2,493 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: 8,263 shares; 2025Q1: 8,316 shares; 2025Q2: 8,280 shares; 2025Q3: 8,354 shares; 2025Q4: 9,140 shares; 2026Q1: 12,121 shares; 2026Q2: 12,182 shares 12,182 $4.35M 0.66% +61 Timeline IWP 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: 41,015 shares; 2025Q1: 40,266 shares; 2025Q2: 38,125 shares; 2025Q3: 37,684 shares; 2025Q4: 37,700 shares; 2026Q1: 29,214 shares; 2026Q2: 29,039 shares 29,039 $4.25M 0.64% -175 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: 8,990 shares; 2025Q1: 9,004 shares; 2025Q2: 8,831 shares; 2025Q3: 8,928 shares; 2025Q4: 10,237 shares; 2026Q1: 16,525 shares; 2026Q2: 17,076 shares 17,076 $4.07M 0.61% +551 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: 11,398 shares; 2025Q1: 11,353 shares; 2025Q2: 11,225 shares; 2025Q3: 11,242 shares; 2025Q4: 10,125 shares; 2026Q1: 12,026 shares; 2026Q2: 12,189 shares 12,189 $3.99M 0.6% +163 Timeline IWS 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: 34,151 shares; 2025Q1: 33,632 shares; 2025Q2: 32,480 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares; 2026Q1: 24,174 shares; 2026Q2: 23,696 shares 23,696 $3.9M 0.59% -478 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: 6,555 shares; 2025Q1: 6,650 shares; 2025Q2: 5,669 shares; 2025Q3: 5,610 shares; 2025Q4: 6,854 shares; 2026Q1: 10,098 shares; 2026Q2: 10,451 shares 10,451 $3.9M 0.59% +353 Timeline AVEM 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: 21,379 shares; 2025Q1: 17,815 shares; 2025Q2: 41,191 shares; 2025Q3: 40,795 shares; 2025Q4: 39,730 shares; 2026Q1: 39,662 shares; 2026Q2: 39,655 shares 39,655 $3.83M 0.58% -7 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: 84,270 shares; 2025Q1: 84,778 shares; 2025Q2: 86,748 shares; 2025Q3: 87,657 shares; 2025Q4: 88,984 shares; 2026Q1: 89,414 shares; 2026Q2: 91,732 shares 91,732 $3.8M 0.57% +2,318 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 240,318 shares; 2025Q1: 238,492 shares; 2025Q2: 206,903 shares; 2025Q3: 191,253 shares; 2025Q4: 178,474 shares; 2026Q1: 174,972 shares; 2026Q2: 153,847 shares 153,847 $3.75M 0.57% -21,125 Timeline EWX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,406 shares; 2026Q1: 46,549 shares; 2026Q2: 48,460 shares 48,460 $3.6M 0.54% +1,911 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,943 shares; 2025Q1: 61,209 shares; 2025Q2: 59,176 shares; 2025Q3: 59,176 shares; 2025Q4: 52,012 shares; 2026Q1: 52,923 shares; 2026Q2: 52,913 shares 52,913 $3.22M 0.49% -10 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,842 shares; 2025Q1: 56,051 shares; 2025Q2: 54,885 shares; 2025Q3: 55,089 shares; 2025Q4: 55,373 shares; 2026Q1: 55,409 shares; 2026Q2: 55,699 shares 55,699 $3.15M 0.48% +290 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: not loaded; 2024Q4: 125,602 shares; 2025Q1: 124,745 shares; 2025Q2: 123,935 shares; 2025Q3: 125,325 shares; 2025Q4: 52,000 shares; 2026Q1: 51,916 shares; 2026Q2: 52,162 shares 52,162 $3.11M 0.47% +246 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,561 shares; 2026Q1: 65,827 shares; 2026Q2: 65,107 shares 65,107 $3.09M 0.47% -720 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 425,198 shares; 2025Q1: 362,081 shares; 2025Q2: 188,746 shares; 2025Q3: 187,840 shares; 2025Q4: 158,972 shares; 2026Q1: 135,803 shares; 2026Q2: 131,546 shares 131,546 $3.04M 0.46% -4,257 Timeline IWN 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: 17,951 shares; 2025Q1: 17,862 shares; 2025Q2: 17,902 shares; 2025Q3: 17,929 shares; 2025Q4: 17,982 shares; 2026Q1: 13,507 shares; 2026Q2: 13,546 shares 13,546 $3M 0.45% +39 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,646 shares; 2025Q1: 6,370 shares; 2025Q2: 6,134 shares; 2025Q3: 6,133 shares; 2025Q4: 6,123 shares; 2026Q1: 5,961 shares; 2026Q2: 23,976 shares 23,976 $2.98M 0.45% +18,015 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: 6,471 shares; 2025Q1: 6,575 shares; 2025Q2: 6,532 shares; 2025Q3: 6,565 shares; 2025Q4: 6,950 shares; 2026Q1: 8,137 shares; 2026Q2: 8,233 shares 8,233 $2.9M 0.44% +96 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,810 shares; 2025Q1: 37,380 shares; 2025Q2: 35,256 shares; 2025Q3: 34,146 shares; 2025Q4: 33,214 shares; 2026Q1: 33,229 shares; 2026Q2: 32,987 shares 32,987 $2.82M 0.43% -242 Timeline DISV 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 loaded; 2024Q4: 26,724 shares; 2025Q1: 26,932 shares; 2025Q2: 70,030 shares; 2025Q3: 70,056 shares; 2025Q4: 70,332 shares; 2026Q1: 70,232 shares; 2026Q2: 70,238 shares 70,238 $2.82M 0.43% +6 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 loaded; 2024Q4: 11,164 shares; 2025Q1: 11,049 shares; 2025Q2: 10,970 shares; 2025Q3: 10,968 shares; 2025Q4: 11,040 shares; 2026Q1: 9,225 shares; 2026Q2: 9,243 shares 9,243 $2.75M 0.42% +18 Timeline PJIO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 38,795 shares; 2026Q2: 39,409 shares 39,409 $2.74M 0.41% +614 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: 2,976 shares; 2025Q1: 2,982 shares; 2025Q2: 2,971 shares; 2025Q3: 2,957 shares; 2025Q4: 3,272 shares; 2026Q1: 4,712 shares; 2026Q2: 4,856 shares 4,856 $2.74M 0.41% +144 Timeline DFSV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,356 shares; 2025Q3: 71,830 shares; 2025Q4: 71,830 shares; 2026Q1: 72,812 shares; 2026Q2: 69,908 shares 69,908 $2.71M 0.41% -2,904 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 2,025 shares; 2026Q1: 3,495 shares; 2026Q2: 3,848 shares 3,848 $2.64M 0.4% +353 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 loaded; 2024Q4: 17,939 shares; 2025Q1: 17,803 shares; 2025Q2: 17,745 shares; 2025Q3: 17,752 shares; 2025Q4: 18,324 shares; 2026Q1: 20,113 shares; 2026Q2: 20,562 shares 20,562 $2.64M 0.4% +449 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: 2,256 shares; 2025Q1: 2,275 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 4,083 shares; 2026Q1: 5,024 shares; 2026Q2: 5,165 shares 5,165 $2.58M 0.39% +141 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,349 shares; 2026Q1: 68,289 shares; 2026Q2: 83,178 shares 83,178 $2.54M 0.38% +14,889 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: not loaded; 2024Q4: 3,930 shares; 2025Q1: 3,919 shares; 2025Q2: 3,876 shares; 2025Q3: 3,877 shares; 2025Q4: 5,460 shares; 2026Q1: 7,147 shares; 2026Q2: 7,321 shares 7,321 $2.51M 0.38% +174 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: not loaded; 2024Q4: 31,820 shares; 2025Q1: 31,497 shares; 2025Q2: 31,823 shares; 2025Q3: 31,894 shares; 2025Q4: 26,753 shares; 2026Q1: 29,292 shares; 2026Q2: 30,156 shares 30,156 $2.45M 0.37% +864 Timeline HYD 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: 64,821 shares; 2025Q1: 63,851 shares; 2025Q2: 63,851 shares; 2025Q3: 63,884 shares; 2025Q4: 54,658 shares; 2026Q1: 50,286 shares; 2026Q2: 47,476 shares 47,476 $2.45M 0.37% -2,810 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: 24,309 shares; 2025Q1: 24,121 shares; 2025Q2: 24,116 shares; 2025Q3: 24,162 shares; 2025Q4: 15,619 shares; 2026Q1: 19,431 shares; 2026Q2: 20,468 shares 20,468 $2.4M 0.36% +1,037 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,951 shares; 2025Q1: 24,582 shares; 2025Q2: 22,459 shares; 2025Q3: 21,727 shares; 2025Q4: 21,762 shares; 2026Q1: 21,681 shares; 2026Q2: 21,708 shares 21,708 $2.37M 0.36% +27 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: 4,219 shares; 2025Q1: 4,198 shares; 2025Q2: 4,202 shares; 2025Q3: 4,237 shares; 2025Q4: 4,399 shares; 2026Q1: 5,412 shares; 2026Q2: 5,548 shares 5,548 $2.33M 0.35% +136 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: 55,277 shares; 2025Q1: 55,503 shares; 2025Q2: 51,389 shares; 2025Q3: 48,324 shares; 2025Q4: 47,269 shares; 2026Q1: 46,519 shares; 2026Q2: 45,810 shares 45,810 $2.32M 0.35% -709 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: 6,001 shares; 2025Q1: 6,023 shares; 2025Q2: 5,990 shares; 2025Q3: 6,003 shares; 2025Q4: 7,275 shares; 2026Q1: 8,800 shares; 2026Q2: 9,028 shares 9,028 $2.27M 0.34% +228 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,485 shares; 2025Q1: 37,653 shares; 2025Q2: 32,051 shares; 2025Q3: 32,056 shares; 2025Q4: 31,287 shares; 2026Q1: 18,970 shares; 2026Q2: 18,975 shares 18,975 $2.26M 0.34% +5 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: 4,150 shares; 2025Q1: 4,559 shares; 2025Q2: 4,549 shares; 2025Q3: 4,658 shares; 2025Q4: 4,261 shares; 2026Q1: 4,091 shares; 2026Q2: 3,879 shares 3,879 $2.25M 0.34% -212 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: not loaded; 2024Q4: 4,662 shares; 2025Q1: 4,619 shares; 2025Q2: 4,571 shares; 2025Q3: 4,596 shares; 2025Q4: 4,939 shares; 2026Q1: 6,003 shares; 2026Q2: 6,139 shares 6,139 $2.22M 0.34% +136 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares; 2025Q4: 8,075 shares; 2026Q1: 9,491 shares; 2026Q2: 9,494 shares 9,494 $2.08M 0.31% +3 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: 13,351 shares; 2025Q1: 13,233 shares; 2025Q2: 13,183 shares; 2025Q3: 13,187 shares; 2025Q4: 13,448 shares; 2026Q1: 12,145 shares; 2026Q2: 12,380 shares 12,380 $2.05M 0.31% +235 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: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 2,921 shares; 2026Q1: 3,766 shares; 2026Q2: 5,223 shares 5,223 $1.95M 0.29% +1,457 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,910 shares; 2025Q1: 8,967 shares; 2025Q2: 9,066 shares; 2025Q3: 9,096 shares; 2025Q4: 8,047 shares; 2026Q1: 6,918 shares; 2026Q2: 6,926 shares 6,926 $1.95M 0.29% +8 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,867 shares; 2025Q1: 12,930 shares; 2025Q2: 12,923 shares; 2025Q3: 12,957 shares; 2025Q4: 13,104 shares; 2026Q1: 13,720 shares; 2026Q2: 13,740 shares 13,740 $1.88M 0.28% +20 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 6,162 shares; 2025Q3: 6,162 shares; 2025Q4: 6,107 shares; 2026Q1: 6,128 shares; 2026Q2: 6,128 shares 6,128 $1.88M 0.28% 0 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 loaded; 2024Q4: 4,453 shares; 2025Q1: 4,318 shares; 2025Q2: 4,887 shares; 2025Q3: 4,892 shares; 2025Q4: 4,715 shares; 2026Q1: 4,421 shares; 2026Q2: 4,252 shares 4,252 $1.84M 0.28% -169 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: not loaded; 2024Q4: 26,683 shares; 2025Q1: 26,409 shares; 2025Q2: 26,548 shares; 2025Q3: 26,693 shares; 2025Q4: 21,961 shares; 2026Q1: 24,927 shares; 2026Q2: 25,218 shares 25,218 $1.81M 0.27% +291 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: 2,007 shares; 2025Q1: 2,003 shares; 2025Q2: 2,532 shares; 2025Q3: 2,621 shares; 2025Q4: 3,452 shares; 2026Q1: 3,442 shares; 2026Q2: 20,475 shares 20,475 $1.76M 0.27% +17,033 Timeline DFAX 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 loaded; 2024Q4: 48,329 shares; 2025Q1: 48,325 shares; 2025Q2: 47,614 shares; 2025Q3: 47,614 shares; 2025Q4: 47,614 shares; 2026Q1: 47,614 shares; 2026Q2: 47,614 shares 47,614 $1.75M 0.26% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,059 shares; 2025Q3: 1,066 shares; 2025Q4: 18,694 shares; 2026Q1: 23,685 shares; 2026Q2: 24,270 shares 24,270 $1.73M 0.26% +585 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: 1,138 shares; 2025Q1: 794 shares; 2025Q2: 718 shares; 2025Q3: 729 shares; 2025Q4: 1,131 shares; 2026Q1: 1,368 shares; 2026Q2: 1,399 shares 1,399 $1.68M 0.25% +31 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: 633 shares; 2025Q1: 633 shares; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 1,119 shares; 2026Q1: 1,563 shares; 2026Q2: 1,570 shares 1,570 $1.67M 0.25% +7 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 6,199 shares; 2026Q1: 9,852 shares; 2026Q2: 10,086 shares 10,086 $1.48M 0.22% +234 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: 27,422 shares; 2025Q1: 24,862 shares; 2025Q2: 15,035 shares; 2025Q3: 14,710 shares; 2025Q4: 13,568 shares; 2026Q1: 13,788 shares; 2026Q2: 13,375 shares 13,375 $1.44M 0.22% -413 Timeline VIGI 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: 86,550 shares; 2025Q1: 86,483 shares; 2025Q2: 85,136 shares; 2025Q3: 84,971 shares; 2025Q4: 15,448 shares; 2026Q1: 15,074 shares; 2026Q2: 14,925 shares 14,925 $1.39M 0.21% -149 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 7,769 shares; 2026Q1: 17,036 shares; 2026Q2: 17,358 shares 17,358 $1.34M 0.2% +322 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: 25,113 shares; 2025Q1: 25,246 shares; 2025Q2: 26,115 shares; 2025Q3: 26,157 shares; 2025Q4: 26,688 shares; 2026Q1: 21,768 shares; 2026Q2: 21,639 shares 21,639 $1.23M 0.19% -129 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,107 shares; 2026Q2: 9,408 shares 9,408 $1.23M 0.19% +301 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 29,144 shares; 2026Q1: 49,834 shares; 2026Q2: 49,871 shares 49,871 $1.23M 0.19% +37 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: 2,243 shares; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 2,264 shares; 2025Q4: 7,648 shares; 2026Q1: 10,216 shares; 2026Q2: 10,347 shares 10,347 $1.17M 0.18% +131 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,910 shares; 2025Q1: 1,907 shares; 2025Q2: 1,906 shares; 2025Q3: 1,910 shares; 2025Q4: 1,260 shares; 2026Q1: 1,211 shares; 2026Q2: 1,212 shares 1,212 $1.17M 0.18% +1 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,801 shares; 2025Q1: 6,701 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 6,813 shares; 2026Q1: 6,813 shares; 2026Q2: 6,982 shares 6,982 $1.16M 0.18% +169 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 loaded; 2024Q4: 5,247 shares; 2025Q1: 5,212 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,055 shares; 2026Q1: 4,384 shares; 2026Q2: 4,394 shares 4,394 $1.14M 0.17% +10 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: not loaded; 2024Q4: 6,087 shares; 2025Q1: 6,002 shares; 2025Q2: 6,077 shares; 2025Q3: 6,107 shares; 2025Q4: 6,475 shares; 2026Q1: 7,640 shares; 2026Q2: 7,707 shares 7,707 $1.13M 0.17% +67 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: 1,466 shares; 2026Q1: 2,318 shares; 2026Q2: 2,355 shares 2,355 $1.12M 0.17% +37 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,275 shares; 2025Q1: 19,758 shares; 2025Q2: 14,883 shares; 2025Q3: 14,705 shares; 2025Q4: 13,510 shares; 2026Q1: 11,834 shares; 2026Q2: 11,640 shares 11,640 $1.1M 0.17% -194 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: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 2,216 shares; 2026Q1: 1,017 shares; 2026Q2: 949 shares 949 $1.1M 0.17% -68 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: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,578 shares; 2025Q2: 2,565 shares; 2025Q3: 2,564 shares; 2025Q4: 2,517 shares; 2026Q1: 2,142 shares; 2026Q2: 2,148 shares 2,148 $1.09M 0.17% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,463 shares; 2025Q1: 8,290 shares; 2025Q2: 9,519 shares; 2025Q3: 9,519 shares; 2025Q4: 9,470 shares; 2026Q1: 9,499 shares; 2026Q2: 10,249 shares 10,249 $1.07M 0.16% +750 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200,431 shares; 2025Q1: 165,628 shares; 2025Q2: 65,262 shares; 2025Q3: 64,690 shares; 2025Q4: 49,075 shares; 2026Q1: 42,575 shares; 2026Q2: 39,767 shares 39,767 $1.04M 0.16% -2,808 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: 6,134 shares; 2025Q1: 6,144 shares; 2025Q2: 6,191 shares; 2025Q3: 6,098 shares; 2025Q4: 4,826 shares; 2026Q1: 4,042 shares; 2026Q2: 4,084 shares 4,084 $1.04M 0.16% +42 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: not loaded; 2024Q4: 49,657 shares; 2025Q1: 48,696 shares; 2025Q2: 48,588 shares; 2025Q3: 48,713 shares; 2025Q4: 26,217 shares; 2026Q1: 24,185 shares; 2026Q2: 24,223 shares 24,223 $1.03M 0.15% +38 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: not reported; 2025Q4: not reported; 2026Q1: 13,367 shares; 2026Q2: 13,367 shares 13,367 $1.02M 0.15% 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 loaded; 2024Q4: 1,250 shares; 2025Q1: 1,236 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,211 shares; 2026Q1: 1,040 shares; 2026Q2: 1,037 shares 1,037 $970K 0.15% -3 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,885 shares; 2025Q3: 10,885 shares; 2025Q4: 11,059 shares; 2026Q1: 9,402 shares; 2026Q2: 9,455 shares 9,455 $967K 0.15% +53 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: 9,868 shares; 2025Q1: 9,868 shares; 2025Q2: 9,868 shares; 2025Q3: 9,868 shares; 2025Q4: 9,868 shares; 2026Q1: 10,226 shares; 2026Q2: 10,085 shares 10,085 $963K 0.15% -141 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,723 shares; 2025Q1: 26,481 shares; 2025Q2: 22,431 shares; 2025Q3: 22,431 shares; 2025Q4: 18,602 shares; 2026Q1: 18,284 shares; 2026Q2: 17,643 shares 17,643 $928K 0.14% -641 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,333 shares; 2026Q1: 7,874 shares; 2026Q2: 8,018 shares 8,018 $896K 0.14% +144 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,095 shares; 2025Q1: 31,095 shares; 2025Q2: 31,095 shares; 2025Q3: 31,095 shares; 2025Q4: 31,095 shares; 2026Q1: 27,935 shares; 2026Q2: 27,935 shares 27,935 $862K 0.13% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 380 shares; 2026Q2: 731 shares 731 $859K 0.13% +351 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 816 shares; 2025Q1: 818 shares; 2025Q2: 831 shares; 2025Q3: 842 shares; 2025Q4: 5,879 shares; 2026Q1: 7,613 shares; 2026Q2: 7,990 shares 7,990 $793K 0.12% +377 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,386 shares; 2025Q1: 27,300 shares; 2025Q2: 27,279 shares; 2025Q3: 26,778 shares; 2025Q4: 26,091 shares; 2026Q1: 13,701 shares; 2026Q2: 13,067 shares 13,067 $789K 0.12% -634 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: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,195 shares 1,195 $784K 0.12% +38 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: 6,468 shares; 2025Q1: 6,389 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares; 2025Q4: 5,087 shares; 2026Q1: 4,832 shares; 2026Q2: 4,832 shares 4,832 $782K 0.12% 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: not loaded; 2024Q4: 11,346 shares; 2025Q1: 11,122 shares; 2025Q2: 11,070 shares; 2025Q3: 11,069 shares; 2025Q4: 6,093 shares; 2026Q1: 5,558 shares; 2026Q2: 5,594 shares 5,594 $757K 0.11% +36 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,508 shares; 2025Q3: 14,794 shares; 2025Q4: 14,549 shares; 2026Q1: 14,549 shares; 2026Q2: 14,572 shares 14,572 $722K 0.11% +23 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 3,105 shares; 2025Q3: 3,102 shares; 2025Q4: 3,017 shares; 2026Q1: 2,593 shares; 2026Q2: 2,600 shares 2,600 $703K 0.11% +7 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares 1,908 $698K 0.11% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 2,590 shares; 2026Q1: 4,176 shares; 2026Q2: 4,279 shares 4,279 $697K 0.11% +103 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: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 735 shares; 2025Q4: 583 shares; 2026Q1: 902 shares; 2026Q2: 930 shares 930 $696K 0.11% +28 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: 1,797 shares; 2025Q1: 1,798 shares; 2025Q2: 1,799 shares; 2025Q3: 1,733 shares; 2025Q4: 1,535 shares; 2026Q1: 1,406 shares; 2026Q2: 2,007 shares 2,007 $679K 0.1% +601 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 835 shares; 2026Q2: 901 shares 901 $663K 0.1% +66 Timeline IWO 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: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,262 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 1,679 shares; 2026Q2: 1,679 shares 1,679 $661K 0.1% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,466 shares; 2025Q1: 13,147 shares; 2025Q2: 8,782 shares; 2025Q3: 8,604 shares; 2025Q4: 7,689 shares; 2026Q1: 6,109 shares; 2026Q2: 5,854 shares 5,854 $656K 0.1% -255 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 3,655 shares; 2026Q2: 3,868 shares 3,868 $640K 0.1% +213 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 3,171 shares; 2026Q2: 2,925 shares 2,925 $637K 0.1% -246 Timeline NLR 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: 3,337 shares; 2026Q2: 5,444 shares 5,444 $631K 0.1% +2,107 Timeline HFEQ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,846 shares; 2026Q2: 24,846 shares 24,846 $611K 0.09% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,240 shares; 2025Q1: 26,840 shares; 2025Q2: 27,490 shares; 2025Q3: 27,505 shares; 2025Q4: 27,520 shares; 2026Q1: 27,535 shares; 2026Q2: 28,628 shares 28,628 $607K 0.09% +1,093 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: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,456 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,107 shares; 2026Q1: 969 shares; 2026Q2: 955 shares 955 $606K 0.09% -14 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,022 shares; 2025Q1: 1,024 shares; 2025Q2: 1,025 shares; 2025Q3: 1,027 shares; 2025Q4: 851 shares; 2026Q1: 839 shares; 2026Q2: 840 shares 840 $599K 0.09% +1 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,422 shares; 2026Q2: 2,088 shares 2,088 $593K 0.09% +666 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 4,221 shares; 2026Q1: 6,991 shares; 2026Q2: 7,187 shares 7,187 $591K 0.09% +196 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,734 shares; 2025Q1: 6,634 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,786 shares; 2026Q2: 7,005 shares 7,005 $586K 0.09% +219 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: 1,799 shares; 2025Q1: 1,792 shares; 2025Q2: 1,402 shares; 2025Q3: 1,400 shares; 2025Q4: 1,332 shares; 2026Q1: 892 shares; 2026Q2: 1,392 shares 1,392 $579K 0.09% +500 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS 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: 6,345 shares; 2026Q2: 5,815 shares 5,815 $559K 0.08% -530 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,906 shares; 2025Q1: 21,618 shares; 2025Q2: 21,063 shares; 2025Q3: 21,063 shares; 2025Q4: 2,545 shares; 2026Q1: 2,819 shares; 2026Q2: 2,819 shares 2,819 $557K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,061 shares; 2026Q1: 3,271 shares; 2026Q2: 3,727 shares 3,727 $553K 0.08% +456 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: 513 shares; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 583 shares; 2026Q2: 4,624 shares 4,624 $553K 0.08% +4,041 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,482 shares; 2026Q1: 5,839 shares; 2026Q2: 6,002 shares 6,002 $551K 0.08% +163 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 2,047 shares 2,047 $550K 0.08% new Timeline SUB 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: 8,295 shares; 2025Q1: 9,629 shares; 2025Q2: 9,672 shares; 2025Q3: 6,569 shares; 2025Q4: 6,473 shares; 2026Q1: 6,922 shares; 2026Q2: 5,148 shares 5,148 $548K 0.08% -1,774 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,409 shares; 2026Q2: 1,270 shares 1,270 $548K 0.08% -139 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares; 2026Q2: 5,664 shares 5,664 $546K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,971 shares; 2026Q2: 2,971 shares 2,971 $537K 0.08% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 271 shares; 2026Q2: 266 shares 266 $529K 0.08% -5 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: 3,653 shares; 2025Q1: 3,638 shares; 2025Q2: 3,620 shares; 2025Q3: 3,625 shares; 2025Q4: 3,865 shares; 2026Q1: 2,273 shares; 2026Q2: 2,273 shares 2,273 $509K 0.08% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,968 shares; 2025Q1: 8,886 shares; 2025Q2: 8,841 shares; 2025Q3: 8,834 shares; 2025Q4: 8,451 shares; 2026Q1: 3,815 shares; 2026Q2: 3,834 shares 3,834 $497K 0.08% +19 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 loaded; 2024Q4: 5,188 shares; 2025Q1: 5,386 shares; 2025Q2: 5,793 shares; 2025Q3: 5,833 shares; 2025Q4: 5,870 shares; 2026Q1: 5,909 shares; 2026Q2: 5,917 shares 5,917 $485K 0.07% +8 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,814 shares 2,814 $481K 0.07% new 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: 1,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,007 shares; 2026Q2: 1,298 shares 1,298 $458K 0.07% +291 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,578 shares 3,578 $453K 0.07% 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: not loaded; 2024Q4: 4,724 shares; 2025Q1: 4,736 shares; 2025Q2: 6,014 shares; 2025Q3: 6,016 shares; 2025Q4: 5,438 shares; 2026Q1: 5,460 shares; 2026Q2: 5,462 shares 5,462 $451K 0.07% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 1,087 shares; 2026Q1: 1,672 shares; 2026Q2: 1,718 shares 1,718 $448K 0.07% +46 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: 9,799 shares; 2025Q1: 9,748 shares; 2025Q2: 19,383 shares; 2025Q3: 19,413 shares; 2025Q4: 10,316 shares; 2026Q1: 9,323 shares; 2026Q2: 9,310 shares 9,310 $447K 0.07% -13 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: not reported; 2025Q4: 10,855 shares; 2026Q1: 14,070 shares; 2026Q2: 12,533 shares 12,533 $440K 0.07% -1,537 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57,714 shares; 2025Q1: 56,448 shares; 2025Q2: 54,263 shares; 2025Q3: 54,098 shares; 2025Q4: 52,204 shares; 2026Q1: 18,662 shares; 2026Q2: 17,701 shares 17,701 $426K 0.06% -961 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 6,027 shares; 2026Q1: 7,786 shares; 2026Q2: 6,948 shares 6,948 $416K 0.06% -838 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,587 shares; 2026Q2: 1,680 shares 1,680 $376K 0.06% +93 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 loaded; 2024Q4: 157 shares; 2025Q1: 156 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 145 shares; 2026Q1: 84 shares; 2026Q2: 2,072 shares 2,072 $369K 0.06% +1,988 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,001 shares; 2025Q1: 3,002 shares; 2025Q2: 2,999 shares; 2025Q3: 2,669 shares; 2025Q4: 2,669 shares; 2026Q1: 2,671 shares; 2026Q2: 2,672 shares 2,672 $368K 0.06% +1 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 1,052 shares 1,052 $352K 0.05% +9 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,316 shares 4,316 $348K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,794 shares; 2026Q2: 11,603 shares 11,603 $341K 0.05% +2,809 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,145 shares; 2025Q2: 1,136 shares; 2025Q3: 1,137 shares; 2025Q4: 1,069 shares; 2026Q1: 621 shares; 2026Q2: 636 shares 636 $330K 0.05% +15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 420 shares; 2026Q1: 416 shares; 2026Q2: 427 shares 427 $319K 0.05% +11 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,283 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $312K 0.05% 0 Timeline JPIB 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: 10,970 shares; 2025Q1: 10,323 shares; 2025Q2: 6,590 shares; 2025Q3: 6,579 shares; 2025Q4: 6,268 shares; 2026Q1: 6,443 shares; 2026Q2: 6,348 shares 6,348 $307K 0.05% -95 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS 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: 6,061 shares; 2026Q2: 6,107 shares 6,107 $305K 0.05% +46 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,855 shares; 2025Q3: 5,858 shares; 2025Q4: 5,675 shares; 2026Q1: 2,727 shares; 2026Q2: 2,756 shares 2,756 $303K 0.05% +29 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares; 2026Q2: 709 shares 709 $302K 0.05% +29 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $298K 0.04% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,989 shares; 2026Q2: 5,809 shares 5,809 $290K 0.04% +820 Timeline QQQE 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 loaded; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,361 shares; 2025Q3: 2,366 shares; 2025Q4: 2,369 shares; 2026Q1: 2,372 shares; 2026Q2: 2,372 shares 2,372 $289K 0.04% 0 Timeline VYMI 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: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares; 2026Q2: 2,914 shares 2,914 $286K 0.04% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,962 shares 2,962 $286K 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,524 shares 4,524 $285K 0.04% new Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I 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: 10,018 shares; 2026Q2: 10,018 shares 10,018 $283K 0.04% 0 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 loaded; 2024Q4: 829 shares; 2025Q1: 831 shares; 2025Q2: 823 shares; 2025Q3: 841 shares; 2025Q4: 810 shares; 2026Q1: 551 shares; 2026Q2: 550 shares 550 $282K 0.04% -1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,518 shares; 2026Q1: 3,015 shares; 2026Q2: 3,015 shares 3,015 $282K 0.04% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,803 shares 1,803 $279K 0.04% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares; 2026Q2: 1,706 shares 1,706 $279K 0.04% -59 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: 2,966 shares; 2026Q1: not reported; 2026Q2: 2,968 shares 2,968 $278K 0.04% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 1,019 shares; 2026Q2: 1,021 shares 1,021 $278K 0.04% +2 Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 15,973 shares; 2026Q2: 16,788 shares 16,788 $274K 0.04% +815 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $274K 0.04% new Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,076 shares 1,076 $272K 0.04% new Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL 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: 1,122 shares 1,122 $270K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,127 shares; 2026Q1: not reported; 2026Q2: 19,345 shares 19,345 $269K 0.04% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 1,257 shares 1,257 $268K 0.04% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP 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: 2,024 shares 2,024 $268K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares; 2026Q2: 756 shares 756 $268K 0.04% +29 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: not loaded; 2024Q4: 12,673 shares; 2025Q1: 12,662 shares; 2025Q2: 14,631 shares; 2025Q3: 14,678 shares; 2025Q4: 15,732 shares; 2026Q1: 13,361 shares; 2026Q2: 12,875 shares 12,875 $267K 0.04% -486 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: 1,028 shares; 2025Q1: 1,031 shares; 2025Q2: 1,025 shares; 2025Q3: 1,042 shares; 2025Q4: 985 shares; 2026Q1: 665 shares; 2026Q2: 661 shares 661 $263K 0.04% -4 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS 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: 4,862 shares 4,862 $262K 0.04% new Timeline AIR AAR CORP More: the full row for AAR 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: 1,787 shares 1,787 $255K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,907 shares 2,907 $255K 0.04% new Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 5,623 shares; 2026Q2: 5,939 shares 5,939 $254K 0.04% +316 Timeline VLUE 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: 1,266 shares 1,266 $253K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares; 2026Q2: 2,416 shares 2,416 $251K 0.04% 0 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: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 2,547 shares; 2026Q1: 2,384 shares; 2026Q2: 2,497 shares 2,497 $247K 0.04% +113 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 6,066 shares 6,066 $247K 0.04% new Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 2,701 shares 2,701 $245K 0.04% 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 loaded; 2024Q4: 901 shares; 2025Q1: 899 shares; 2025Q2: 893 shares; 2025Q3: 904 shares; 2025Q4: 867 shares; 2026Q1: 484 shares; 2026Q2: 483 shares 483 $242K 0.04% -1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $239K 0.04% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,621 shares; 2025Q2: 1,611 shares; 2025Q3: 1,450 shares; 2025Q4: 1,388 shares; 2026Q1: 1,725 shares; 2026Q2: 1,844 shares 1,844 $229K 0.03% +119 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC 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: 3,194 shares; 2026Q2: 3,370 shares 3,370 $223K 0.03% +176 Timeline AZZ AZZ INC More: the full row for AZZ 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: 1,438 shares 1,438 $223K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $222K 0.03% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 2,456 shares 2,456 $221K 0.03% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,523 shares 3,523 $221K 0.03% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: 1,421 shares 1,421 $218K 0.03% new Timeline JDVI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 5,640 shares 5,640 $218K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $217K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW 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: 607 shares 607 $216K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares; 2026Q2: 1,663 shares 1,663 $213K 0.03% -684 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,505 shares 2,505 $211K 0.03% new Timeline TILE INTERFACE INC More: the full row for INTERFACE 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: 5,822 shares 5,822 $209K 0.03% new Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA 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: 7,417 shares 7,417 $208K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,291 shares; 2025Q1: 4,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,812 shares; 2026Q1: 3,562 shares; 2026Q2: 3,572 shares 3,572 $206K 0.03% +10 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF 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: 2,409 shares 2,409 $205K 0.03% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 1,397 shares 1,397 $204K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,068 shares 1,068 $203K 0.03% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 3,739 shares 3,739 $203K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY 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: 1,385 shares 1,385 $202K 0.03% new Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A 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: 12,788 shares; 2026Q2: 12,788 shares 12,788 $182K 0.03% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 11,396 shares; 2026Q1: 16,715 shares; 2026Q2: 17,687 shares 17,687 $179K 0.03% +972 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD 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: 11,471 shares; 2026Q2: 11,471 shares 11,471 $153K 0.02% 0 Timeline