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: 51,934 shares; 2025Q1: 52,849 shares; 2025Q2: 50,929 shares; 2025Q3: 49,486 shares; 2025Q4: 45,607 shares; 2026Q1: 46,801 shares; 2026Q2: 47,849 shares 47,849 $35.8M 9.12% +1,048 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 loaded; 2024Q4: 193,673 shares; 2025Q1: 198,467 shares; 2025Q2: 282,838 shares; 2025Q3: 346,377 shares; 2025Q4: 357,272 shares; 2026Q1: 378,033 shares; 2026Q2: 338,432 shares 338,432 $17.2M 4.39% -39,601 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: 16,065 shares; 2025Q1: 16,075 shares; 2025Q2: 20,988 shares; 2025Q3: 21,481 shares; 2025Q4: 18,525 shares; 2026Q1: 21,208 shares; 2026Q2: 19,242 shares 19,242 $13.2M 3.36% -1,966 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: 30,895 shares; 2025Q1: 31,161 shares; 2025Q2: 37,562 shares; 2025Q3: 44,566 shares; 2025Q4: 45,587 shares; 2026Q1: 45,348 shares; 2026Q2: 44,294 shares 44,294 $12.8M 3.26% -1,054 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 loaded; 2024Q4: 29,732 shares; 2025Q1: 48,320 shares; 2025Q2: 271,166 shares; 2025Q3: 305,548 shares; 2025Q4: 310,795 shares; 2026Q1: 344,879 shares; 2026Q2: 243,056 shares 243,056 $11.4M 2.9% -101,823 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,789 shares; 2025Q1: 88,847 shares; 2025Q2: 202,381 shares; 2025Q3: 220,193 shares; 2025Q4: 220,770 shares; 2026Q1: 172,798 shares; 2026Q2: 144,736 shares 144,736 $9.84M 2.51% -28,062 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: 19,124 shares; 2025Q1: 19,166 shares; 2025Q2: 20,047 shares; 2025Q3: 20,235 shares; 2025Q4: 19,970 shares; 2026Q1: 18,443 shares; 2026Q2: 16,679 shares 16,679 $8.35M 2.12% -1,764 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66,873 shares 66,873 $8.34M 2.12% new 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: 81,512 shares; 2025Q1: 88,564 shares; 2025Q2: 93,082 shares; 2025Q3: 91,533 shares; 2025Q4: 90,771 shares; 2026Q1: 87,001 shares; 2026Q2: 82,314 shares 82,314 $7.94M 2.02% -4,687 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: 18,588 shares; 2025Q1: 18,808 shares; 2025Q2: 29,531 shares; 2025Q3: 36,066 shares; 2025Q4: 35,998 shares; 2026Q1: 33,610 shares; 2026Q2: 35,782 shares 35,782 $7.16M 1.82% +2,172 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: 7,837 shares; 2025Q1: 7,996 shares; 2025Q2: 8,012 shares; 2025Q3: 18,560 shares; 2025Q4: 19,172 shares; 2026Q1: 18,128 shares; 2026Q2: 18,323 shares 18,323 $6.55M 1.67% +195 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,333 shares 30,333 $6.45M 1.64% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,341 shares 141,341 $6.43M 1.64% new Timeline JQUA 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: 87,146 shares; 2025Q1: 89,716 shares; 2025Q2: 90,636 shares; 2025Q3: 117,813 shares; 2025Q4: 85,520 shares; 2026Q1: 86,854 shares; 2026Q2: 87,946 shares 87,946 $6.36M 1.62% +1,092 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,144 shares; 2025Q4: 162,840 shares; 2026Q1: 143,490 shares; 2026Q2: 146,455 shares 146,455 $6.21M 1.58% +2,965 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,635 shares; 2025Q1: 16,786 shares; 2025Q2: 18,015 shares; 2025Q3: 18,266 shares; 2025Q4: 17,775 shares; 2026Q1: 18,515 shares; 2026Q2: 20,257 shares 20,257 $6.14M 1.56% +1,742 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: 3,896 shares; 2025Q1: 3,926 shares; 2025Q2: 3,967 shares; 2025Q3: 16,099 shares; 2025Q4: 16,691 shares; 2026Q1: 15,738 shares; 2026Q2: 16,669 shares 16,669 $5.89M 1.5% +931 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: 11,529 shares; 2025Q1: 11,555 shares; 2025Q2: 11,805 shares; 2025Q3: 16,889 shares; 2025Q4: 14,859 shares; 2026Q1: 13,092 shares; 2026Q2: 14,812 shares 14,812 $5.53M 1.41% +1,720 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: 65,759 shares; 2025Q1: 65,512 shares; 2025Q2: 67,119 shares; 2025Q3: 68,401 shares; 2025Q4: 65,942 shares; 2026Q1: 75,083 shares; 2026Q2: 75,967 shares 75,967 $5.41M 1.38% +884 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: 9,983 shares; 2025Q1: 10,251 shares; 2025Q2: 10,491 shares; 2025Q3: 10,146 shares; 2025Q4: 10,089 shares; 2026Q1: 11,138 shares; 2026Q2: 61,807 shares 61,807 $5.32M 1.36% +50,669 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: 27,206 shares; 2025Q1: 27,932 shares; 2025Q2: 40,609 shares; 2025Q3: 44,702 shares; 2025Q4: 50,808 shares; 2026Q1: 87,421 shares; 2026Q2: 61,961 shares 61,961 $5.13M 1.31% -25,460 Timeline EFG 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: 16,459 shares; 2025Q1: 16,497 shares; 2025Q2: 16,084 shares; 2025Q3: 8,254 shares; 2025Q4: 5,889 shares; 2026Q1: 16,210 shares; 2026Q2: 40,851 shares 40,851 $5.08M 1.29% +24,641 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: 18,706 shares; 2025Q1: 30,415 shares; 2025Q2: 127,672 shares; 2025Q3: 144,105 shares; 2025Q4: 146,074 shares; 2026Q1: 150,183 shares; 2026Q2: 149,572 shares 149,572 $5.06M 1.29% -611 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: 69,855 shares; 2025Q1: 69,855 shares; 2025Q2: 67,525 shares; 2025Q3: 68,492 shares; 2025Q4: 52,704 shares; 2026Q1: 51,878 shares; 2026Q2: 51,253 shares 51,253 $4.38M 1.12% -625 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: 9,660 shares; 2025Q1: 9,774 shares; 2025Q2: 11,901 shares; 2025Q3: 16,179 shares; 2025Q4: 17,031 shares; 2026Q1: 16,242 shares; 2026Q2: 17,887 shares 17,887 $4.26M 1.09% +1,645 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: 5,841 shares; 2025Q1: 5,915 shares; 2025Q2: 6,412 shares; 2025Q3: 7,269 shares; 2025Q4: 6,630 shares; 2026Q1: 6,369 shares; 2026Q2: 5,514 shares 5,514 $4.12M 1.05% -855 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: 16,618 shares; 2025Q1: 16,618 shares; 2025Q2: 16,658 shares; 2025Q3: 16,302 shares; 2025Q4: 16,422 shares; 2026Q1: 16,497 shares; 2026Q2: 17,022 shares 17,022 $4.03M 1.03% +525 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,924 shares; 2025Q1: 23,694 shares; 2025Q2: 25,007 shares; 2025Q3: 25,179 shares; 2025Q4: 25,485 shares; 2026Q1: 23,979 shares; 2026Q2: 21,454 shares 21,454 $3.52M 0.9% -2,525 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,341 shares; 2025Q1: 44,549 shares; 2025Q2: 55,754 shares; 2025Q3: 59,154 shares; 2025Q4: 58,830 shares; 2026Q1: 44,884 shares; 2026Q2: 46,197 shares 46,197 $3.49M 0.89% +1,313 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: 48,310 shares; 2025Q1: 48,363 shares; 2025Q2: 60,705 shares; 2025Q3: 51,000 shares; 2025Q4: 44,727 shares; 2026Q1: 40,543 shares; 2026Q2: 42,843 shares 42,843 $3.28M 0.83% +2,300 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: 16,965 shares; 2025Q1: 20,057 shares; 2025Q2: 21,279 shares; 2025Q3: 23,038 shares; 2025Q4: 22,585 shares; 2026Q1: 21,623 shares; 2026Q2: 21,857 shares 21,857 $3.24M 0.83% +234 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: 35,345 shares; 2025Q1: 35,403 shares; 2025Q2: 32,892 shares; 2025Q3: 30,311 shares; 2025Q4: 29,382 shares; 2026Q1: 27,960 shares; 2026Q2: 23,012 shares 23,012 $3.16M 0.81% -4,948 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: 12,680 shares; 2025Q1: 12,712 shares; 2025Q2: 14,392 shares; 2025Q3: 131,319 shares; 2025Q4: 131,041 shares; 2026Q1: 131,024 shares; 2026Q2: 128,811 shares 128,811 $3.1M 0.79% -2,213 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 loaded; 2024Q4: 15,724 shares; 2025Q1: 21,665 shares; 2025Q2: 74,494 shares; 2025Q3: 84,956 shares; 2025Q4: 85,705 shares; 2026Q1: 85,887 shares; 2026Q2: 81,765 shares 81,765 $2.99M 0.76% -4,122 Timeline EFAV 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: 33,750 shares; 2025Q1: 36,718 shares; 2025Q2: 35,746 shares; 2025Q3: 35,448 shares; 2025Q4: 34,802 shares; 2026Q1: 34,047 shares; 2026Q2: 34,008 shares 34,008 $2.98M 0.76% -39 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,009 shares; 2025Q4: 78,829 shares; 2026Q1: 76,329 shares; 2026Q2: 68,829 shares 68,829 $2.78M 0.71% -7,500 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 8,280 shares; 2025Q3: 7,843 shares; 2025Q4: 7,712 shares; 2026Q1: 7,020 shares; 2026Q2: 9,261 shares 9,261 $2.64M 0.67% +2,241 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS 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: 55,826 shares; 2025Q4: 58,107 shares; 2026Q1: 58,107 shares; 2026Q2: 58,069 shares 58,069 $2.54M 0.65% -38 Timeline IVE 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: 12,380 shares; 2025Q1: 12,369 shares; 2025Q2: 14,092 shares; 2025Q3: 14,208 shares; 2025Q4: 18,032 shares; 2026Q1: 14,835 shares; 2026Q2: 10,730 shares 10,730 $2.44M 0.62% -4,105 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,059 shares; 2025Q1: 11,995 shares; 2025Q2: 12,326 shares; 2025Q3: 12,326 shares; 2025Q4: 12,137 shares; 2026Q1: 12,075 shares; 2026Q2: 11,976 shares 11,976 $2.27M 0.58% -99 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,897 shares; 2025Q1: 38,876 shares; 2025Q2: 43,287 shares; 2025Q3: 28,528 shares; 2025Q4: 31,330 shares; 2026Q1: 30,930 shares; 2026Q2: 47,384 shares 47,384 $2.19M 0.56% +16,454 Timeline VCIT 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: 14,645 shares; 2025Q1: 14,609 shares; 2025Q2: 16,524 shares; 2025Q3: 20,907 shares; 2025Q4: 21,027 shares; 2026Q1: 23,039 shares; 2026Q2: 24,199 shares 24,199 $2M 0.51% +1,160 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,158 shares; 2025Q1: 19,167 shares; 2025Q2: 20,001 shares; 2025Q3: 20,634 shares; 2025Q4: 19,414 shares; 2026Q1: 19,588 shares; 2026Q2: 19,777 shares 19,777 $1.98M 0.5% +189 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: 11,730 shares; 2025Q1: 13,532 shares; 2025Q2: 14,615 shares; 2025Q3: 14,092 shares; 2025Q4: 15,905 shares; 2026Q1: 15,905 shares; 2026Q2: 25,685 shares 25,685 $1.98M 0.5% +9,780 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: 3,665 shares; 2025Q1: 3,653 shares; 2025Q2: 11,575 shares; 2025Q3: 14,914 shares; 2025Q4: 14,903 shares; 2026Q1: 14,477 shares; 2026Q2: 14,106 shares 14,106 $1.93M 0.49% -371 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,522 shares; 2025Q1: 28,501 shares; 2025Q2: 28,681 shares; 2025Q3: 28,354 shares; 2025Q4: 28,272 shares; 2026Q1: 27,764 shares; 2026Q2: 26,650 shares 26,650 $1.91M 0.49% -1,114 Timeline IYW 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: 19,662 shares; 2025Q1: 19,701 shares; 2025Q2: 18,384 shares; 2025Q3: 13,263 shares; 2025Q4: 12,158 shares; 2026Q1: 9,941 shares; 2026Q2: 7,253 shares 7,253 $1.83M 0.47% -2,688 Timeline ITA 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: 7,542 shares; 2025Q4: 7,496 shares; 2026Q1: 5,492 shares; 2026Q2: 7,393 shares 7,393 $1.79M 0.46% +1,901 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: 2,297 shares; 2025Q1: 2,305 shares; 2025Q2: 2,291 shares; 2025Q3: 3,112 shares; 2025Q4: 3,087 shares; 2026Q1: 2,907 shares; 2026Q2: 3,052 shares 3,052 $1.72M 0.44% +145 Timeline VCSH 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: 11,970 shares; 2025Q1: 13,341 shares; 2025Q2: 16,429 shares; 2025Q3: 17,443 shares; 2025Q4: 18,225 shares; 2026Q1: 21,259 shares; 2026Q2: 21,456 shares 21,456 $1.7M 0.43% +197 Timeline STIP 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: 19,581 shares; 2025Q1: 19,582 shares; 2025Q2: 18,520 shares; 2025Q3: 18,252 shares; 2025Q4: 17,580 shares; 2026Q1: 17,102 shares; 2026Q2: 16,582 shares 16,582 $1.69M 0.43% -520 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 loaded; 2024Q4: 2,324 shares; 2025Q1: 2,289 shares; 2025Q2: 2,353 shares; 2025Q3: 2,558 shares; 2025Q4: 2,532 shares; 2026Q1: 2,469 shares; 2026Q2: 2,299 shares 2,299 $1.66M 0.42% -170 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: 5,697 shares; 2025Q1: 5,580 shares; 2025Q2: 5,578 shares; 2025Q3: 5,651 shares; 2025Q4: 5,498 shares; 2026Q1: 7,555 shares; 2026Q2: 7,525 shares 7,525 $1.64M 0.42% -30 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: 1,431 shares; 2025Q1: 1,425 shares; 2025Q2: 1,454 shares; 2025Q3: 2,551 shares; 2025Q4: 2,846 shares; 2026Q1: 2,517 shares; 2026Q2: 2,206 shares 2,206 $1.62M 0.41% -311 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,312 shares; 2026Q2: 1,368 shares 1,368 $1.58M 0.4% +56 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,009 shares; 2025Q3: 6,205 shares; 2025Q4: 4,012 shares; 2026Q1: 4,015 shares; 2026Q2: 4,015 shares 4,015 $1.55M 0.39% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,002 shares 30,002 $1.51M 0.38% new Timeline FVD 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 loaded; 2024Q4: 26,927 shares; 2025Q1: 27,638 shares; 2025Q2: 27,959 shares; 2025Q3: 29,501 shares; 2025Q4: 28,833 shares; 2026Q1: 30,786 shares; 2026Q2: 30,997 shares 30,997 $1.49M 0.38% +211 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: 1,879 shares; 2025Q1: 1,870 shares; 2025Q2: 1,891 shares; 2025Q3: 2,980 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares; 2026Q2: 3,030 shares 3,030 $1.45M 0.37% +150 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,024 shares; 2025Q1: 2,384 shares; 2025Q2: 3,062 shares; 2025Q3: 2,972 shares; 2025Q4: 3,255 shares; 2026Q1: 3,507 shares; 2026Q2: 3,914 shares 3,914 $1.44M 0.37% +407 Timeline IBDT 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: 67,267 shares; 2025Q1: 67,267 shares; 2025Q2: 66,017 shares; 2025Q3: 66,162 shares; 2025Q4: 61,197 shares; 2026Q1: 58,392 shares; 2026Q2: 56,409 shares 56,409 $1.42M 0.36% -1,983 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: 1,700 shares; 2025Q1: 1,725 shares; 2025Q2: 3,835 shares; 2025Q3: 4,985 shares; 2025Q4: 4,998 shares; 2026Q1: 5,006 shares; 2026Q2: 5,064 shares 5,064 $1.42M 0.36% +58 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,173 shares; 2025Q1: 19,173 shares; 2025Q2: 18,970 shares; 2025Q3: 18,650 shares; 2025Q4: 17,577 shares; 2026Q1: 17,510 shares; 2026Q2: 17,510 shares 17,510 $1.4M 0.36% 0 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: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 2,949 shares; 2025Q3: 4,910 shares; 2025Q4: 4,972 shares; 2026Q1: 4,891 shares; 2026Q2: 5,466 shares 5,466 $1.39M 0.35% +575 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: 3,363 shares; 2025Q1: 3,477 shares; 2025Q2: 3,583 shares; 2025Q3: 4,157 shares; 2025Q4: 4,105 shares; 2026Q1: 4,207 shares; 2026Q2: 4,116 shares 4,116 $1.35M 0.34% -91 Timeline CWB 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: 12,261 shares; 2025Q1: 12,348 shares; 2025Q2: 11,281 shares; 2025Q3: 12,064 shares; 2025Q4: 12,255 shares; 2026Q1: 12,024 shares; 2026Q2: 12,129 shares 12,129 $1.31M 0.33% +105 Timeline MTUM 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: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 3,789 shares; 2025Q3: 3,935 shares; 2025Q4: 5,683 shares; 2026Q1: 5,516 shares; 2026Q2: 3,775 shares 3,775 $1.29M 0.33% -1,741 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: 5,345 shares; 2025Q1: 5,438 shares; 2025Q2: 10,235 shares; 2025Q3: 10,544 shares; 2025Q4: 9,597 shares; 2026Q1: 10,146 shares; 2026Q2: 12,848 shares 12,848 $1.27M 0.32% +2,702 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: 9,417 shares; 2025Q1: 10,649 shares; 2025Q2: 11,997 shares; 2025Q3: 12,149 shares; 2025Q4: 12,149 shares; 2026Q1: 12,149 shares; 2026Q2: 11,892 shares 11,892 $1.24M 0.31% -257 Timeline IBHG 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: 62,736 shares; 2025Q1: 62,736 shares; 2025Q2: 61,498 shares; 2025Q3: 56,749 shares; 2025Q4: 56,289 shares; 2026Q1: 54,580 shares; 2026Q2: 54,580 shares 54,580 $1.21M 0.31% 0 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: 6,771 shares; 2025Q1: 6,835 shares; 2025Q2: 7,531 shares; 2025Q3: 9,437 shares; 2025Q4: 9,274 shares; 2026Q1: 9,316 shares; 2026Q2: 9,290 shares 9,290 $1.19M 0.3% -26 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: 2,984 shares; 2025Q1: 3,224 shares; 2025Q2: 3,452 shares; 2025Q3: 3,596 shares; 2025Q4: 3,729 shares; 2026Q1: 3,757 shares; 2026Q2: 14,759 shares 14,759 $1.19M 0.3% +11,002 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,277 shares; 2025Q3: 35,136 shares; 2025Q4: 35,496 shares; 2026Q1: 32,340 shares; 2026Q2: 22,554 shares 22,554 $1.19M 0.3% -9,786 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: not loaded; 2024Q4: 3,855 shares; 2025Q1: 3,744 shares; 2025Q2: 4,246 shares; 2025Q3: 4,081 shares; 2025Q4: 3,943 shares; 2026Q1: 3,675 shares; 2026Q2: 3,867 shares 3,867 $1.16M 0.3% +192 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,656 shares; 2025Q1: 23,523 shares; 2025Q2: 25,156 shares; 2025Q3: 25,748 shares; 2025Q4: 26,292 shares; 2026Q1: 26,547 shares; 2026Q2: 26,274 shares 26,274 $1.11M 0.28% -273 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 8,102 shares; 2025Q4: 8,255 shares; 2026Q1: 9,407 shares; 2026Q2: 13,729 shares 13,729 $1.11M 0.28% +4,322 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: not loaded; 2024Q4: 6,496 shares; 2025Q1: 6,496 shares; 2025Q2: 6,347 shares; 2025Q3: 6,261 shares; 2025Q4: 3,605 shares; 2026Q1: 3,588 shares; 2026Q2: 4,423 shares 4,423 $1.09M 0.28% +835 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 loaded; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 7,991 shares; 2025Q3: 7,752 shares; 2025Q4: 7,838 shares; 2026Q1: 7,232 shares; 2026Q2: 9,103 shares 9,103 $1.06M 0.27% +1,871 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,278 shares; 2025Q3: 6,771 shares; 2025Q4: 6,259 shares; 2026Q1: 6,236 shares; 2026Q2: 20,700 shares 20,700 $1.05M 0.27% +14,464 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 2,185 shares; 2025Q4: 2,074 shares; 2026Q1: 2,064 shares; 2026Q2: 2,756 shares 2,756 $1.03M 0.26% +692 Timeline SPGP 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: not loaded; 2024Q4: 20,038 shares; 2025Q1: 20,820 shares; 2025Q2: 21,778 shares; 2025Q3: 9,094 shares; 2025Q4: 7,564 shares; 2026Q1: 8,217 shares; 2026Q2: 8,395 shares 8,395 $1.03M 0.26% +178 Timeline USHY 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: 19,808 shares; 2025Q4: 28,417 shares; 2026Q1: 28,523 shares; 2026Q2: 27,540 shares 27,540 $1.02M 0.26% -983 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: 18,549 shares; 2025Q1: 18,048 shares; 2025Q2: 17,514 shares; 2025Q3: 16,753 shares; 2025Q4: 14,629 shares; 2026Q1: 17,909 shares; 2026Q2: 16,959 shares 16,959 $1.01M 0.26% -950 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,894 shares; 2025Q2: 6,184 shares; 2025Q3: 20,332 shares; 2025Q4: 20,504 shares; 2026Q1: 7,970 shares; 2026Q2: 2,536 shares 2,536 $928K 0.24% -5,434 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: 233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 662 shares; 2026Q1: 689 shares; 2026Q2: 766 shares 766 $918K 0.23% +77 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,869 shares; 2025Q1: 21,954 shares; 2025Q2: 22,845 shares; 2025Q3: 24,072 shares; 2025Q4: 27,005 shares; 2026Q1: 27,044 shares; 2026Q2: 27,205 shares 27,205 $906K 0.23% +161 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: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 4,000 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 5,778 shares; 2026Q2: 7,668 shares 7,668 $901K 0.23% +1,890 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,442 shares; 2026Q2: 17,809 shares 17,809 $897K 0.23% -633 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: 1,965 shares; 2025Q1: 1,985 shares; 2025Q2: 2,237 shares; 2025Q3: 2,688 shares; 2025Q4: 2,703 shares; 2026Q1: 2,643 shares; 2026Q2: 2,528 shares 2,528 $891K 0.23% -115 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,596 shares 23,596 $864K 0.22% 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: not reported; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 4,878 shares; 2025Q4: 16,021 shares; 2026Q1: 13,547 shares; 2026Q2: 14,943 shares 14,943 $861K 0.22% +1,396 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,503 shares; 2025Q1: 20,003 shares; 2025Q2: 20,003 shares; 2025Q3: 20,003 shares; 2025Q4: 20,003 shares; 2026Q1: 20,003 shares; 2026Q2: 20,003 shares 20,003 $838K 0.21% 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: 543 shares; 2025Q4: 523 shares; 2026Q1: 522 shares; 2026Q2: 700 shares 700 $822K 0.21% +178 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: 1,986 shares; 2025Q1: 1,968 shares; 2025Q2: 1,974 shares; 2025Q3: 3,795 shares; 2025Q4: 2,349 shares; 2026Q1: 2,445 shares; 2026Q2: 2,396 shares 2,396 $822K 0.21% -49 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,761 shares; 2026Q2: 25,763 shares 25,763 $819K 0.21% +1,002 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,529 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,532 shares; 2025Q4: 3,586 shares; 2026Q1: 3,587 shares; 2026Q2: 3,638 shares 3,638 $802K 0.2% +51 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 1,537 shares; 2026Q2: 2,213 shares 2,213 $802K 0.2% +676 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 30,473 shares; 2025Q4: 34,898 shares; 2026Q1: 29,029 shares; 2026Q2: 35,062 shares 35,062 $784K 0.2% +6,033 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: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: not reported; 2025Q4: 11,702 shares; 2026Q1: 10,379 shares; 2026Q2: 10,551 shares 10,551 $759K 0.19% +172 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: 8,214 shares; 2025Q1: 8,349 shares; 2025Q2: 8,175 shares; 2025Q3: 9,577 shares; 2025Q4: 9,256 shares; 2026Q1: 9,276 shares; 2026Q2: 9,296 shares 9,296 $755K 0.19% +20 Timeline BRK-A 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.19% 0 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: 684 shares; 2025Q1: 681 shares; 2025Q2: 777 shares; 2025Q3: 758 shares; 2025Q4: 757 shares; 2026Q1: 761 shares; 2026Q2: 770 shares 770 $740K 0.19% +9 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,617 shares; 2025Q1: 9,485 shares; 2025Q2: 9,527 shares; 2025Q3: 8,358 shares; 2025Q4: 10,676 shares; 2026Q1: 10,622 shares; 2026Q2: 10,026 shares 10,026 $736K 0.19% -596 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,323 shares; 2025Q1: 7,333 shares; 2025Q2: 7,354 shares; 2025Q3: 7,441 shares; 2025Q4: 7,302 shares; 2026Q1: 7,292 shares; 2026Q2: 7,179 shares 7,179 $734K 0.19% -113 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: 20,557 shares; 2025Q1: 20,354 shares; 2025Q2: 20,802 shares; 2025Q3: 17,142 shares; 2025Q4: 10,230 shares; 2026Q1: 10,278 shares; 2026Q2: 3,299 shares 3,299 $724K 0.18% -6,979 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: 1,453 shares; 2025Q1: 1,454 shares; 2025Q2: 3,201 shares; 2025Q3: 2,733 shares; 2025Q4: 2,282 shares; 2026Q1: 1,886 shares; 2026Q2: 1,904 shares 1,904 $705K 0.18% +18 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 7,964 shares; 2026Q2: 9,018 shares 9,018 $692K 0.18% +1,054 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,073 shares; 2025Q1: 4,268 shares; 2025Q2: 3,849 shares; 2025Q3: 4,418 shares; 2025Q4: 4,372 shares; 2026Q1: 4,320 shares; 2026Q2: 4,190 shares 4,190 $678K 0.17% -130 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,837 shares; 2025Q1: 5,902 shares; 2025Q2: 6,254 shares; 2025Q3: 6,938 shares; 2025Q4: 6,881 shares; 2026Q1: 7,345 shares; 2026Q2: 7,012 shares 7,012 $675K 0.17% -333 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,538 shares; 2025Q4: 4,540 shares; 2026Q1: 4,166 shares; 2026Q2: 4,534 shares 4,534 $665K 0.17% +368 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: 2,031 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,009 shares; 2026Q2: 1,966 shares 1,966 $665K 0.17% -43 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: 1,059 shares; 2025Q1: 1,082 shares; 2025Q2: 1,469 shares; 2025Q3: 1,630 shares; 2025Q4: 2,154 shares; 2026Q1: 1,566 shares; 2026Q2: 1,576 shares 1,576 $663K 0.17% +10 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,776 shares; 2025Q3: 31,650 shares; 2025Q4: 30,989 shares; 2026Q1: 28,394 shares; 2026Q2: 15,245 shares 15,245 $657K 0.17% -13,149 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,985 shares; 2025Q1: 2,996 shares; 2025Q2: 2,984 shares; 2025Q3: 2,049 shares; 2025Q4: 3,231 shares; 2026Q1: 2,413 shares; 2026Q2: 2,410 shares 2,410 $651K 0.17% -3 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: 4,196 shares; 2025Q3: 4,645 shares; 2025Q4: 4,570 shares; 2026Q1: 4,193 shares; 2026Q2: 3,799 shares 3,799 $645K 0.16% -394 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 2,461 shares; 2025Q3: 2,701 shares; 2025Q4: not reported; 2026Q1: 2,134 shares; 2026Q2: 2,451 shares 2,451 $627K 0.16% +317 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,495 shares; 2025Q3: 8,021 shares; 2025Q4: 12,702 shares; 2026Q1: 13,347 shares; 2026Q2: 12,964 shares 12,964 $626K 0.16% -383 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 794 shares; 2025Q1: 793 shares; 2025Q2: 843 shares; 2025Q3: 991 shares; 2025Q4: 1,209 shares; 2026Q1: 1,233 shares; 2026Q2: 1,257 shares 1,257 $624K 0.16% +24 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 3,904 shares 3,904 $609K 0.16% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,398 shares; 2025Q4: 5,673 shares; 2026Q1: 4,009 shares; 2026Q2: 5,176 shares 5,176 $586K 0.15% +1,167 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE 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: 15,877 shares; 2025Q3: 20,865 shares; 2025Q4: 17,619 shares; 2026Q1: 16,551 shares; 2026Q2: 11,549 shares 11,549 $575K 0.15% -5,002 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 3,984 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,930 shares 4,930 $563K 0.14% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 524 shares; 2026Q2: 527 shares 527 $561K 0.14% +3 Timeline MINT 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: not reported; 2025Q1: 3,608 shares; 2025Q2: 6,716 shares; 2025Q3: 8,451 shares; 2025Q4: 5,987 shares; 2026Q1: 5,096 shares; 2026Q2: 5,531 shares 5,531 $558K 0.14% +435 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,004 shares; 2026Q1: not reported; 2026Q2: 958 shares 958 $556K 0.14% new 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: not reported; 2026Q2: 8,233 shares 8,233 $546K 0.14% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 6,993 shares; 2026Q2: 6,993 shares 6,993 $545K 0.14% 0 Timeline MBB 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: 4,206 shares; 2025Q1: 4,142 shares; 2025Q2: 4,674 shares; 2025Q3: 3,627 shares; 2025Q4: 4,275 shares; 2026Q1: 3,934 shares; 2026Q2: 5,745 shares 5,745 $543K 0.14% +1,811 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,949 shares; 2025Q1: 11,000 shares; 2025Q2: 11,158 shares; 2025Q3: 11,461 shares; 2025Q4: 10,915 shares; 2026Q1: 11,920 shares; 2026Q2: 10,857 shares 10,857 $542K 0.14% -1,063 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: 8,808 shares; 2025Q1: 9,220 shares; 2025Q2: 8,539 shares; 2025Q3: 11,284 shares; 2025Q4: 11,620 shares; 2026Q1: 11,127 shares; 2026Q2: 12,760 shares 12,760 $540K 0.14% +1,633 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: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,669 shares; 2025Q3: 1,817 shares; 2025Q4: 1,351 shares; 2026Q1: 1,559 shares; 2026Q2: 1,295 shares 1,295 $538K 0.14% -264 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 6,938 shares; 2026Q2: 2,876 shares 2,876 $531K 0.14% -4,062 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: 129 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 119 shares; 2025Q4: 114 shares; 2026Q1: 108 shares; 2026Q2: 2,932 shares 2,932 $523K 0.13% +2,824 Timeline ACWX 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: 3,207 shares; 2026Q1: 4,066 shares; 2026Q2: 6,803 shares 6,803 $518K 0.13% +2,737 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,661 shares; 2025Q2: 2,349 shares; 2025Q3: 2,508 shares; 2025Q4: 2,453 shares; 2026Q1: 2,481 shares; 2026Q2: 2,389 shares 2,389 $517K 0.13% -92 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares; 2025Q3: 5,611 shares; 2025Q4: 4,505 shares; 2026Q1: 10,749 shares; 2026Q2: 10,463 shares 10,463 $507K 0.13% -286 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: 4,822 shares; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares; 2026Q2: 4,566 shares 4,566 $491K 0.13% 0 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: 10,401 shares; 2025Q1: 10,401 shares; 2025Q2: 11,496 shares; 2025Q3: 11,498 shares; 2025Q4: 11,502 shares; 2026Q1: 11,145 shares; 2026Q2: 9,473 shares 9,473 $476K 0.12% -1,672 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,960 shares; 2026Q2: 20,813 shares 20,813 $474K 0.12% +6,853 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: 235 shares; 2025Q4: 255 shares; 2026Q1: 245 shares; 2026Q2: 238 shares 238 $474K 0.12% -7 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: 726 shares; 2025Q1: 786 shares; 2025Q2: 973 shares; 2025Q3: 976 shares; 2025Q4: 933 shares; 2026Q1: 923 shares; 2026Q2: 928 shares 928 $473K 0.12% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,509 shares; 2025Q4: 5,289 shares; 2026Q1: 5,378 shares; 2026Q2: 5,663 shares 5,663 $468K 0.12% +285 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: not reported; 2026Q2: 35,324 shares 35,324 $467K 0.12% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,506 shares; 2026Q1: 25,131 shares; 2026Q2: 15,451 shares 15,451 $462K 0.12% -9,680 Timeline EEMV 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: 7,456 shares; 2025Q1: 7,456 shares; 2025Q2: 7,796 shares; 2025Q3: 7,601 shares; 2025Q4: 6,726 shares; 2026Q1: 6,115 shares; 2026Q2: 6,116 shares 6,116 $460K 0.12% +1 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: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares 2,016 $446K 0.11% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,553 shares; 2026Q1: 6,758 shares; 2026Q2: 7,105 shares 7,105 $427K 0.11% +347 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,350 shares; 2026Q1: 11,843 shares; 2026Q2: 14,842 shares 14,842 $426K 0.11% +2,999 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,318 shares; 2025Q1: 8,328 shares; 2025Q2: 8,415 shares; 2025Q3: 8,553 shares; 2025Q4: 8,660 shares; 2026Q1: 8,655 shares; 2026Q2: 8,090 shares 8,090 $424K 0.11% -565 Timeline SUSA 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: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,941 shares; 2025Q3: 3,065 shares; 2025Q4: 3,041 shares; 2026Q1: 2,983 shares; 2026Q2: 2,739 shares 2,739 $423K 0.11% -244 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,035 shares; 2025Q3: 4,005 shares; 2025Q4: 4,151 shares; 2026Q1: 4,137 shares; 2026Q2: 4,076 shares 4,076 $422K 0.11% -61 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: not loaded; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,145 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $422K 0.11% 0 Timeline IEF 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: 7,945 shares; 2025Q4: 7,945 shares; 2026Q1: 4,445 shares; 2026Q2: 4,445 shares 4,445 $420K 0.11% 0 Timeline VGSH 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: 6,857 shares; 2025Q3: 6,857 shares; 2025Q4: 6,857 shares; 2026Q1: 6,857 shares; 2026Q2: 6,857 shares 6,857 $399K 0.1% 0 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: 19,869 shares; 2025Q1: 19,800 shares; 2025Q2: 7,989 shares; 2025Q3: 5,221 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares; 2026Q2: 3,835 shares 3,835 $392K 0.1% -878 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: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 993 shares 993 $391K 0.1% -45 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: 4,126 shares; 2025Q2: 7,054 shares; 2025Q3: 3,444 shares; 2025Q4: 3,281 shares; 2026Q1: 3,169 shares; 2026Q2: 3,081 shares 3,081 $389K 0.1% -88 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,888 shares; 2026Q2: 1,730 shares 1,730 $388K 0.1% -158 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,714 shares; 2025Q4: 1,714 shares; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732 $388K 0.1% new 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: 7,225 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,131 shares; 2025Q4: 7,041 shares; 2026Q1: 6,962 shares; 2026Q2: 6,503 shares 6,503 $371K 0.09% -459 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS 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: 4,793 shares; 2025Q4: 4,385 shares; 2026Q1: 4,386 shares; 2026Q2: 4,391 shares 4,391 $368K 0.09% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 4,775 shares; 2026Q1: 4,003 shares; 2026Q2: 5,139 shares 5,139 $367K 0.09% +1,136 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,058 shares; 2025Q1: 6,095 shares; 2025Q2: 11,583 shares; 2025Q3: 6,684 shares; 2025Q4: 7,264 shares; 2026Q1: 7,647 shares; 2026Q2: 7,652 shares 7,652 $367K 0.09% +5 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,727 shares; 2026Q1: 9,320 shares; 2026Q2: 12,269 shares 12,269 $358K 0.09% +2,949 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 6,997 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares; 2026Q1: 6,997 shares; 2026Q2: 6,997 shares 6,997 $352K 0.09% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,861 shares; 2025Q4: 3,454 shares; 2026Q1: 3,355 shares; 2026Q2: 3,387 shares 3,387 $348K 0.09% +32 Timeline TLH 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: 2,896 shares; 2025Q4: 3,432 shares; 2026Q1: 4,005 shares; 2026Q2: 3,463 shares 3,463 $348K 0.09% -542 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,894 shares; 2026Q2: 1,830 shares 1,830 $347K 0.09% -64 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 537 shares; 2026Q2: 484 shares 484 $345K 0.09% -53 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 loaded; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 319 shares; 2026Q1: 273 shares; 2026Q2: 326 shares 326 $330K 0.08% +53 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,160 shares 10,160 $322K 0.08% new Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,667 shares; 2025Q1: 6,988 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,986 shares; 2026Q1: 7,625 shares; 2026Q2: 7,621 shares 7,621 $316K 0.08% -4 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: not reported; 2026Q2: 4,951 shares 4,951 $312K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 273 shares; 2026Q2: 332 shares 332 $311K 0.08% +59 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: 2,531 shares; 2025Q3: 2,528 shares; 2025Q4: 3,269 shares; 2026Q1: 2,811 shares; 2026Q2: 2,811 shares 2,811 $310K 0.08% 0 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,953 shares 10,953 $307K 0.08% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,613 shares; 2026Q2: 2,012 shares 2,012 $305K 0.08% +399 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: 819 shares; 2025Q1: 819 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 906 shares; 2026Q1: 943 shares; 2026Q2: 855 shares 855 $303K 0.08% -88 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,439 shares; 2026Q2: 1,454 shares 1,454 $301K 0.08% +15 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT 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: 9,990 shares; 2026Q1: 9,843 shares; 2026Q2: 9,140 shares 9,140 $297K 0.08% -703 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 407 shares; 2026Q2: 408 shares 408 $294K 0.07% +1 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 998 shares; 2026Q2: 921 shares 921 $290K 0.07% -77 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: 435 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 454 shares; 2025Q4: 649 shares; 2026Q1: 477 shares; 2026Q2: 456 shares 456 $289K 0.07% -21 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: not loaded; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 2,468 shares; 2026Q1: 2,468 shares; 2026Q2: 2,468 shares 2,468 $289K 0.07% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 12,286 shares; 2026Q2: 12,286 shares 12,286 $288K 0.07% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares; 2026Q2: 5,390 shares 5,390 $286K 0.07% +450 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,363 shares; 2026Q1: 10,363 shares; 2026Q2: 10,313 shares 10,313 $285K 0.07% -50 Timeline IYY 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: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares 1,546 $282K 0.07% 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: 4,134 shares; 2025Q1: 4,134 shares; 2025Q2: 4,134 shares; 2025Q3: 4,134 shares; 2025Q4: 3,798 shares; 2026Q1: 2,904 shares; 2026Q2: 2,904 shares 2,904 $280K 0.07% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,361 shares; 2026Q2: 3,361 shares 3,361 $276K 0.07% 0 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,605 shares; 2026Q1: 6,605 shares; 2026Q2: 6,605 shares 6,605 $270K 0.07% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 11,403 shares; 2026Q2: 11,403 shares 11,403 $268K 0.07% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 11,354 shares; 2026Q2: 11,354 shares 11,354 $268K 0.07% 0 Timeline IBDS 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: 31,933 shares; 2025Q1: 31,933 shares; 2025Q2: 32,089 shares; 2025Q3: 32,244 shares; 2025Q4: 30,733 shares; 2026Q1: 12,811 shares; 2026Q2: 10,961 shares 10,961 $265K 0.07% -1,850 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: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 14,692 shares; 2025Q4: 11,687 shares; 2026Q1: 11,862 shares; 2026Q2: 12,693 shares 12,693 $263K 0.07% +831 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,653 shares; 2025Q2: 7,522 shares; 2025Q3: 8,782 shares; 2025Q4: 8,019 shares; 2026Q1: 6,522 shares; 2026Q2: 4,896 shares 4,896 $262K 0.07% -1,626 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,452 shares; 2025Q1: 27,452 shares; 2025Q2: 27,519 shares; 2025Q3: 27,670 shares; 2025Q4: 27,871 shares; 2026Q1: 15,483 shares; 2026Q2: 10,745 shares 10,745 $260K 0.07% -4,738 Timeline FLOT 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: 10,724 shares; 2025Q1: 10,998 shares; 2025Q2: 10,998 shares; 2025Q3: 10,998 shares; 2025Q4: 6,998 shares; 2026Q1: 5,058 shares; 2026Q2: 5,058 shares 5,058 $258K 0.07% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,207 shares; 2026Q1: 5,076 shares; 2026Q2: 4,947 shares 4,947 $258K 0.07% -129 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,023 shares 1,023 $257K 0.07% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 2,719 shares; 2025Q4: 2,737 shares; 2026Q1: 2,767 shares; 2026Q2: 2,771 shares 2,771 $257K 0.07% +4 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: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares; 2026Q2: 2,058 shares 2,058 $256K 0.07% +1,544 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 4,133 shares; 2026Q1: 4,527 shares; 2026Q2: 4,956 shares 4,956 $253K 0.06% +429 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,118 shares; 2025Q4: 3,118 shares; 2026Q1: not reported; 2026Q2: 3,211 shares 3,211 $251K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares; 2026Q2: 4,232 shares 4,232 $250K 0.06% 0 Timeline ICSH 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: 6,772 shares; 2025Q3: 6,253 shares; 2025Q4: 5,761 shares; 2026Q1: 5,248 shares; 2026Q2: 4,915 shares 4,915 $249K 0.06% -333 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 1,790 shares; 2026Q1: 1,833 shares; 2026Q2: 1,820 shares 1,820 $246K 0.06% -13 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: not reported; 2026Q2: 562 shares 562 $242K 0.06% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,965 shares; 2026Q2: 4,965 shares 4,965 $242K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares 3,530 $242K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,790 shares; 2026Q1: 1,669 shares; 2026Q2: 1,675 shares 1,675 $240K 0.06% +6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,499 shares; 2025Q4: 2,591 shares; 2026Q1: 2,616 shares; 2026Q2: 2,599 shares 2,599 $236K 0.06% -17 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 4,212 shares; 2026Q1: 4,213 shares; 2026Q2: 4,221 shares 4,221 $236K 0.06% +8 Timeline DVY 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: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares; 2026Q2: 1,497 shares 1,497 $234K 0.06% -908 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,651 shares 1,651 $231K 0.06% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: not reported; 2026Q2: 560 shares 560 $229K 0.06% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 2,396 shares; 2026Q2: 2,396 shares 2,396 $229K 0.06% 0 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,107 shares; 2025Q4: 6,107 shares; 2026Q1: 6,107 shares; 2026Q2: 6,107 shares 6,107 $228K 0.06% 0 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,039 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares 6,222 $227K 0.06% 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: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 401 shares; 2025Q4: 398 shares; 2026Q1: 417 shares; 2026Q2: 442 shares 442 $227K 0.06% +25 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,936 shares; 2025Q1: 8,936 shares; 2025Q2: not reported; 2025Q3: 5,218 shares; 2025Q4: 5,218 shares; 2026Q1: 5,218 shares; 2026Q2: 5,218 shares 5,218 $225K 0.06% 0 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: not reported; 2025Q3: 998 shares; 2025Q4: 1,140 shares; 2026Q1: not reported; 2026Q2: 1,503 shares 1,503 $220K 0.06% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $219K 0.06% new Timeline SHV 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: 2,234 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 2,239 shares; 2025Q4: 2,229 shares; 2026Q1: 1,940 shares; 2026Q2: 1,940 shares 1,940 $214K 0.05% 0 Timeline BUFQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,440 shares 5,440 $214K 0.05% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,626 shares; 2026Q1: not reported; 2026Q2: 4,626 shares 4,626 $213K 0.05% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,248 shares 5,248 $211K 0.05% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: not reported; 2026Q1: 3,357 shares; 2026Q2: 1,344 shares 1,344 $211K 0.05% -2,013 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 5,993 shares; 2026Q1: 5,993 shares; 2026Q2: 5,993 shares 5,993 $208K 0.05% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,711 shares 1,711 $208K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 657 shares 657 $207K 0.05% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 4,501 shares 4,501 $203K 0.05% new Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,716 shares; 2026Q1: 10,544 shares; 2026Q2: 7,506 shares 7,506 $203K 0.05% -3,038 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares 2,330 $203K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,382 shares 1,382 $202K 0.05% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,463 shares; 2026Q1: 1,481 shares; 2026Q2: 1,210 shares 1,210 $201K 0.05% -271 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,901 shares; 2025Q1: 16,901 shares; 2025Q2: 17,157 shares; 2025Q3: 17,157 shares; 2025Q4: 17,157 shares; 2026Q1: 17,157 shares; 2026Q2: 16,527 shares 16,527 $174K 0.04% -630 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 30,198 shares; 2025Q2: 30,331 shares; 2025Q3: 27,240 shares; 2025Q4: 20,739 shares; 2026Q1: 20,739 shares; 2026Q2: 19,342 shares 19,342 $170K 0.04% -1,397 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,339 shares; 2026Q1: 16,965 shares; 2026Q2: 14,302 shares 14,302 $165K 0.04% -2,663 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,576 shares; 2025Q1: 15,987 shares; 2025Q2: 15,987 shares; 2025Q3: 15,987 shares; 2025Q4: 12,233 shares; 2026Q1: 12,233 shares; 2026Q2: 12,233 shares 12,233 $76.2K 0.02% 0 Timeline