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: 403,419 shares; 2024Q4: 308,549 shares; 2025Q1: 324,991 shares; 2025Q2: 337,903 shares; 2025Q3: 416,423 shares; 2025Q4: 434,354 shares; 2026Q1: 473,626 shares; 2026Q2: 430,838 shares 430,838 $31.6M 7.28% -42,788 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: 87,198 shares; 2024Q4: 76,178 shares; 2025Q1: 79,306 shares; 2025Q2: 82,138 shares; 2025Q3: 119,281 shares; 2025Q4: 119,953 shares; 2026Q1: 113,815 shares; 2026Q2: 127,747 shares 127,747 $30.2M 6.96% +13,932 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: 250,113 shares; 2024Q4: 205,523 shares; 2025Q1: 200,381 shares; 2025Q2: 241,130 shares; 2025Q3: 300,268 shares; 2025Q4: 325,506 shares; 2026Q1: 329,746 shares; 2026Q2: 288,311 shares 288,311 $29.5M 6.79% -41,435 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: 329,538 shares; 2024Q4: 233,261 shares; 2025Q1: 246,430 shares; 2025Q2: 492,679 shares; 2025Q3: 566,384 shares; 2025Q4: 579,506 shares; 2026Q1: 534,022 shares; 2026Q2: 573,316 shares 573,316 $28.4M 6.54% +39,294 Timeline HELO 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: 184,297 shares; 2024Q4: 359,380 shares; 2025Q1: 374,679 shares; 2025Q2: 257,354 shares; 2025Q3: 209,043 shares; 2025Q4: 216,332 shares; 2026Q1: 249,734 shares; 2026Q2: 263,768 shares 263,768 $17.8M 4.1% +14,034 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: 51,286 shares; 2024Q4: 53,348 shares; 2025Q1: 50,229 shares; 2025Q2: 49,049 shares; 2025Q3: 49,744 shares; 2025Q4: 48,579 shares; 2026Q1: 47,579 shares; 2026Q2: 47,161 shares 47,161 $17.5M 4.02% -418 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: 20,621 shares; 2024Q4: 20,537 shares; 2025Q1: 24,614 shares; 2025Q2: 27,805 shares; 2025Q3: 34,901 shares; 2025Q4: 44,002 shares; 2026Q1: 34,898 shares; 2026Q2: 376,508 shares 376,508 $16M 3.68% +341,610 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190,058 shares; 2026Q2: 184,986 shares 184,986 $15.3M 3.52% -5,072 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: 14,394 shares; 2024Q4: 14,492 shares; 2025Q1: 14,302 shares; 2025Q2: 17,512 shares; 2025Q3: 17,736 shares; 2025Q4: 19,129 shares; 2026Q1: 19,640 shares; 2026Q2: 20,186 shares 20,186 $14.9M 3.42% +546 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: 158,369 shares; 2024Q4: 165,099 shares; 2025Q1: 165,588 shares; 2025Q2: 216,285 shares; 2025Q3: 165,238 shares; 2025Q4: 162,812 shares; 2026Q1: 136,073 shares; 2026Q2: 138,505 shares 138,505 $10.7M 2.46% +2,432 Timeline JEPQ 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: 93,969 shares; 2024Q4: 107,870 shares; 2025Q1: 131,004 shares; 2025Q2: 119,665 shares; 2025Q3: 106,064 shares; 2025Q4: 140,611 shares; 2026Q1: 152,216 shares; 2026Q2: 142,112 shares 142,112 $8.73M 2.01% -10,104 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: 63,126 shares; 2024Q4: 99,113 shares; 2025Q1: 99,835 shares; 2025Q2: 90,264 shares; 2025Q3: 67,157 shares; 2025Q4: 65,341 shares; 2026Q1: 51,789 shares; 2026Q2: 65,180 shares 65,180 $8.13M 1.87% +13,391 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,937 shares; 2024Q4: 24,847 shares; 2025Q1: 25,124 shares; 2025Q2: 26,381 shares; 2025Q3: 32,997 shares; 2025Q4: 54,268 shares; 2026Q1: 92,365 shares; 2026Q2: 101,447 shares 101,447 $7.69M 1.77% +9,082 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: 14,694 shares; 2024Q4: 15,629 shares; 2025Q1: 18,631 shares; 2025Q2: 17,808 shares; 2025Q3: 43,813 shares; 2025Q4: 44,898 shares; 2026Q1: 47,010 shares; 2026Q2: 20,737 shares 20,737 $7.64M 1.76% -26,273 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: 10,762 shares; 2024Q4: 14,649 shares; 2025Q1: 12,272 shares; 2025Q2: 15,742 shares; 2025Q3: 18,677 shares; 2025Q4: 21,159 shares; 2026Q1: 23,459 shares; 2026Q2: 24,369 shares 24,369 $7.39M 1.7% +910 Timeline BILS 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: 25,484 shares; 2024Q4: 25,536 shares; 2025Q1: 26,499 shares; 2025Q2: 25,554 shares; 2025Q3: 24,718 shares; 2025Q4: 50,828 shares; 2026Q1: 51,145 shares; 2026Q2: 66,140 shares 66,140 $6.57M 1.51% +14,995 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: 2,306 shares; 2024Q4: 2,323 shares; 2025Q1: 8,807 shares; 2025Q2: 8,997 shares; 2025Q3: 8,907 shares; 2025Q4: 8,638 shares; 2026Q1: 8,197 shares; 2026Q2: 7,504 shares 7,504 $5.43M 1.25% -693 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: 22,465 shares; 2024Q4: 22,025 shares; 2025Q1: 19,840 shares; 2025Q2: 19,012 shares; 2025Q3: 20,050 shares; 2025Q4: 20,444 shares; 2026Q1: 19,036 shares; 2026Q2: 16,853 shares 16,853 $4.88M 1.12% -2,183 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: 36,736 shares; 2024Q4: 30,559 shares; 2025Q1: 27,849 shares; 2025Q2: 31,795 shares; 2025Q3: 32,510 shares; 2025Q4: 29,818 shares; 2026Q1: 29,065 shares; 2026Q2: 23,352 shares 23,352 $4.67M 1.08% -5,713 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: 305,446 shares; 2024Q4: 966,827 shares; 2025Q1: 1,006,237 shares; 2025Q2: 837,468 shares; 2025Q3: 175,506 shares; 2025Q4: 170,881 shares; 2026Q1: 153,008 shares; 2026Q2: 148,407 shares 148,407 $4.37M 1.01% -4,601 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: 3,660 shares; 2024Q4: 3,649 shares; 2025Q1: 3,269 shares; 2025Q2: 3,344 shares; 2025Q3: 3,999 shares; 2025Q4: 3,705 shares; 2026Q1: 3,724 shares; 2026Q2: 3,621 shares 3,621 $4.34M 1% -103 Timeline VSGX 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: 35,060 shares; 2024Q4: 35,364 shares; 2025Q1: 35,591 shares; 2025Q2: 35,941 shares; 2025Q3: 41,134 shares; 2025Q4: 41,189 shares; 2026Q1: 41,988 shares; 2026Q2: 50,200 shares 50,200 $4.13M 0.95% +8,212 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: 51,710 shares; 2024Q4: 40,695 shares; 2025Q1: 41,592 shares; 2025Q2: 42,111 shares; 2025Q3: 45,222 shares; 2025Q4: 48,798 shares; 2026Q1: 54,832 shares; 2026Q2: 54,192 shares 54,192 $3.86M 0.89% -640 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: 28,466 shares; 2024Q4: 28,536 shares; 2025Q1: 28,305 shares; 2025Q2: 29,215 shares; 2025Q3: 24,368 shares; 2025Q4: 24,347 shares; 2026Q1: 22,630 shares; 2026Q2: 22,944 shares 22,944 $3.77M 0.87% +314 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: 16,444 shares; 2024Q4: 15,454 shares; 2025Q1: 16,948 shares; 2025Q2: 18,845 shares; 2025Q3: 19,826 shares; 2025Q4: 18,192 shares; 2026Q1: 17,308 shares; 2026Q2: 15,418 shares 15,418 $3.67M 0.85% -1,890 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: 34,080 shares; 2024Q4: 129,891 shares; 2025Q1: 32,710 shares; 2025Q2: 36,607 shares; 2025Q3: 29,737 shares; 2025Q4: 31,666 shares; 2026Q1: 31,802 shares; 2026Q2: 42,683 shares 42,683 $3.5M 0.81% +10,881 Timeline BIL 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: 4,576 shares; 2024Q4: 8,559 shares; 2025Q1: 7,619 shares; 2025Q2: 55,579 shares; 2025Q3: 52,967 shares; 2025Q4: 18,485 shares; 2026Q1: 11,730 shares; 2026Q2: 37,582 shares 37,582 $3.44M 0.79% +25,852 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: 12,560 shares; 2024Q4: 11,914 shares; 2025Q1: 10,875 shares; 2025Q2: 10,786 shares; 2025Q3: 10,988 shares; 2025Q4: 10,023 shares; 2026Q1: 9,531 shares; 2026Q2: 9,207 shares 9,207 $3.43M 0.79% -324 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: 34,782 shares; 2024Q4: 37,485 shares; 2025Q1: 56,408 shares; 2025Q2: 47,480 shares; 2025Q3: 39,662 shares; 2025Q4: 36,514 shares; 2026Q1: 35,095 shares; 2026Q2: 35,546 shares 35,546 $3.43M 0.79% +451 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,716 shares; 2025Q4: 87,033 shares; 2026Q1: 119,847 shares; 2026Q2: 150,853 shares 150,853 $3.33M 0.77% +31,006 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: 16,632 shares; 2024Q4: 16,079 shares; 2025Q1: 15,627 shares; 2025Q2: 15,036 shares; 2025Q3: 15,226 shares; 2025Q4: 14,790 shares; 2026Q1: 14,824 shares; 2026Q2: 14,929 shares 14,929 $3.28M 0.75% +105 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: 8,461 shares; 2024Q4: 8,122 shares; 2025Q1: 7,579 shares; 2025Q2: 9,063 shares; 2025Q3: 11,186 shares; 2025Q4: 10,578 shares; 2026Q1: 9,564 shares; 2026Q2: 8,867 shares 8,867 $3.13M 0.72% -697 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: 13,941 shares; 2024Q4: 14,026 shares; 2025Q1: 14,046 shares; 2025Q2: 14,545 shares; 2025Q3: 23,947 shares; 2025Q4: 25,007 shares; 2026Q1: 24,507 shares; 2026Q2: 29,897 shares 29,897 $3.05M 0.7% +5,390 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,501 shares; 2025Q1: 5,420 shares; 2025Q2: 5,437 shares; 2025Q3: 7,562 shares; 2025Q4: 6,870 shares; 2026Q1: 6,579 shares; 2026Q2: 6,512 shares 6,512 $2.82M 0.65% -67 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: 28,918 shares; 2024Q4: 24,851 shares; 2025Q1: 24,729 shares; 2025Q2: 25,341 shares; 2025Q3: 26,826 shares; 2025Q4: 28,037 shares; 2026Q1: 27,589 shares; 2026Q2: 29,206 shares 29,206 $2.79M 0.64% +1,617 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: 7,042 shares; 2024Q4: 7,087 shares; 2025Q1: 19,120 shares; 2025Q2: 19,462 shares; 2025Q3: 19,574 shares; 2025Q4: 19,730 shares; 2026Q1: 19,808 shares; 2026Q2: 24,948 shares 24,948 $2.66M 0.61% +5,140 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: 6,617 shares; 2024Q4: 6,105 shares; 2025Q1: 6,086 shares; 2025Q2: 6,104 shares; 2025Q3: 7,053 shares; 2025Q4: 6,708 shares; 2026Q1: 6,706 shares; 2026Q2: 7,088 shares 7,088 $2.53M 0.58% +382 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,810 shares; 2024Q4: 16,131 shares; 2025Q1: 16,335 shares; 2025Q2: 15,485 shares; 2025Q3: 16,060 shares; 2025Q4: 15,803 shares; 2026Q1: 14,969 shares; 2026Q2: 15,323 shares 15,323 $2.42M 0.56% +354 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 5,510 shares; 2025Q1: 4,878 shares; 2025Q2: 15,090 shares; 2025Q3: 13,394 shares; 2025Q4: 12,730 shares; 2026Q1: 5,602 shares; 2026Q2: 26,932 shares 26,932 $2.37M 0.55% +21,330 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: 5,874 shares; 2024Q4: 6,091 shares; 2025Q1: 6,049 shares; 2025Q2: 6,166 shares; 2025Q3: 6,362 shares; 2025Q4: 5,347 shares; 2026Q1: 5,709 shares; 2026Q2: 5,812 shares 5,812 $2.2M 0.51% +103 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: 5,761 shares; 2024Q4: 5,644 shares; 2025Q1: 6,057 shares; 2025Q2: 5,901 shares; 2025Q3: 6,803 shares; 2025Q4: 6,714 shares; 2026Q1: 6,662 shares; 2026Q2: 6,695 shares 6,695 $2.19M 0.5% +33 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: 5,304 shares; 2024Q4: 5,109 shares; 2025Q1: 3,704 shares; 2025Q2: 7,132 shares; 2025Q3: 4,623 shares; 2025Q4: 4,770 shares; 2026Q1: 3,872 shares; 2026Q2: 3,752 shares 3,752 $2.18M 0.5% -120 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,628 shares; 2026Q2: 207,288 shares 207,288 $1.81M 0.42% -44,340 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: 24,624 shares; 2024Q4: 23,608 shares; 2025Q1: 17,189 shares; 2025Q2: 10,931 shares; 2025Q3: 12,210 shares; 2025Q4: 8,593 shares; 2026Q1: 10,738 shares; 2026Q2: 11,765 shares 11,765 $1.74M 0.4% +1,027 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: 33,208 shares; 2024Q4: 32,971 shares; 2025Q1: 34,487 shares; 2025Q2: 32,912 shares; 2025Q3: 69,864 shares; 2025Q4: 75,034 shares; 2026Q1: 81,728 shares; 2026Q2: 56,201 shares 56,201 $1.73M 0.4% -25,527 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: 33,042 shares; 2024Q4: 31,100 shares; 2025Q1: 22,491 shares; 2025Q2: 22,720 shares; 2025Q3: 22,649 shares; 2025Q4: 22,949 shares; 2026Q1: 22,949 shares; 2026Q2: 22,913 shares 22,913 $1.72M 0.4% -36 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: 36,090 shares; 2024Q4: 33,663 shares; 2025Q1: 40,483 shares; 2025Q2: 43,840 shares; 2025Q3: 43,066 shares; 2025Q4: 34,881 shares; 2026Q1: 37,706 shares; 2026Q2: 30,066 shares 30,066 $1.7M 0.39% -7,640 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: 122,537 shares; 2024Q4: 10,907 shares; 2025Q1: 37,606 shares; 2025Q2: 35,551 shares; 2025Q3: 40,379 shares; 2025Q4: 18,675 shares; 2026Q1: 17,990 shares; 2026Q2: 16,634 shares 16,634 $1.67M 0.38% -1,356 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: 18,850 shares; 2024Q4: 19,096 shares; 2025Q1: 23,233 shares; 2025Q2: 25,209 shares; 2025Q3: 25,393 shares; 2025Q4: 23,956 shares; 2026Q1: 23,908 shares; 2026Q2: 20,411 shares 20,411 $1.61M 0.37% -3,497 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.34% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,316 shares; 2024Q4: 12,359 shares; 2025Q1: 12,408 shares; 2025Q2: 12,466 shares; 2025Q3: 12,500 shares; 2025Q4: 12,567 shares; 2026Q1: 12,615 shares; 2026Q2: 12,667 shares 12,667 $1.4M 0.32% +52 Timeline PPA 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: 9,650 shares; 2024Q4: 9,623 shares; 2025Q1: 9,597 shares; 2025Q2: 9,352 shares; 2025Q3: 9,152 shares; 2025Q4: 8,634 shares; 2026Q1: 9,158 shares; 2026Q2: 7,602 shares 7,602 $1.34M 0.31% -1,556 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,654 shares; 2025Q3: 10,128 shares; 2025Q4: 15,134 shares; 2026Q1: 15,134 shares; 2026Q2: 15,142 shares 15,142 $1.33M 0.31% +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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,762 shares 7,762 $1.33M 0.31% 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: 12,356 shares; 2024Q4: 10,996 shares; 2025Q1: 12,118 shares; 2025Q2: 11,472 shares; 2025Q3: 13,076 shares; 2025Q4: 14,761 shares; 2026Q1: 13,674 shares; 2026Q2: 11,661 shares 11,661 $1.32M 0.3% -2,013 Timeline IDVO 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: 6,821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,508 shares; 2026Q1: 27,728 shares; 2026Q2: 30,289 shares 30,289 $1.27M 0.29% +2,561 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: 655 shares; 2024Q4: 631 shares; 2025Q1: 719 shares; 2025Q2: 806 shares; 2025Q3: 1,152 shares; 2025Q4: 1,147 shares; 2026Q1: 1,143 shares; 2026Q2: 1,343 shares 1,343 $1.26M 0.29% +200 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: 5,274 shares; 2024Q4: 5,056 shares; 2025Q1: 5,212 shares; 2025Q2: 5,252 shares; 2025Q3: 5,155 shares; 2025Q4: 5,078 shares; 2026Q1: 5,033 shares; 2026Q2: 4,952 shares 4,952 $1.25M 0.29% -81 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: 15,777 shares; 2024Q4: 15,734 shares; 2025Q1: 11,627 shares; 2025Q2: 11,842 shares; 2025Q3: 11,763 shares; 2025Q4: 11,983 shares; 2026Q1: 11,933 shares; 2026Q2: 12,079 shares 12,079 $1.24M 0.29% +146 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: 5,464 shares; 2024Q4: 5,063 shares; 2025Q1: 4,757 shares; 2025Q2: 4,787 shares; 2025Q3: 4,884 shares; 2025Q4: 4,917 shares; 2026Q1: 4,840 shares; 2026Q2: 3,658 shares 3,658 $1.24M 0.28% -1,182 Timeline PSI 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: 8,496 shares; 2024Q4: 6,844 shares; 2025Q1: 4,843 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,979 shares; 2026Q1: 4,037 shares; 2026Q2: 6,551 shares 6,551 $1.23M 0.28% +2,514 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: 1,029 shares; 2024Q4: 1,407 shares; 2025Q1: 1,396 shares; 2025Q2: 1,212 shares; 2025Q3: 1,209 shares; 2025Q4: 1,229 shares; 2026Q1: 1,195 shares; 2026Q2: 1,645 shares 1,645 $1.23M 0.28% +450 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: 18,042 shares; 2024Q4: 17,665 shares; 2025Q1: 16,861 shares; 2025Q2: 16,491 shares; 2025Q3: 15,946 shares; 2025Q4: 17,278 shares; 2026Q1: 12,619 shares; 2026Q2: 12,238 shares 12,238 $1.21M 0.28% -381 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179 shares; 2024Q4: 1,181 shares; 2025Q1: 1,127 shares; 2025Q2: 1,155 shares; 2025Q3: 1,157 shares; 2025Q4: 1,135 shares; 2026Q1: 1,139 shares; 2026Q2: 1,140 shares 1,140 $1.11M 0.26% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,738 shares; 2024Q4: 2,924 shares; 2025Q1: 3,065 shares; 2025Q2: 2,514 shares; 2025Q3: 4,165 shares; 2025Q4: 3,812 shares; 2026Q1: 3,174 shares; 2026Q2: 2,578 shares 2,578 $1.08M 0.25% -596 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,067 shares 10,067 $1.08M 0.25% +67 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: 3,108 shares; 2024Q4: 3,189 shares; 2025Q1: 2,920 shares; 2025Q2: 2,971 shares; 2025Q3: 3,031 shares; 2025Q4: 3,085 shares; 2026Q1: 3,109 shares; 2026Q2: 2,904 shares 2,904 $1.05M 0.24% -205 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: 37,052 shares; 2024Q4: 36,921 shares; 2025Q1: 37,176 shares; 2025Q2: 2,335 shares; 2025Q3: not reported; 2025Q4: 12,397 shares; 2026Q1: 12,409 shares; 2026Q2: 11,053 shares 11,053 $1.05M 0.24% -1,356 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,091 shares; 2025Q3: 6,465 shares; 2025Q4: 6,056 shares; 2026Q1: 6,006 shares; 2026Q2: 6,014 shares 6,014 $1.02M 0.24% +8 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: 1,101 shares; 2024Q4: 1,293 shares; 2025Q1: 1,369 shares; 2025Q2: 1,445 shares; 2025Q3: 1,471 shares; 2025Q4: 1,413 shares; 2026Q1: 1,374 shares; 2026Q2: 1,307 shares 1,307 $941K 0.22% -67 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: 3,414 shares; 2024Q4: 3,296 shares; 2025Q1: 2,890 shares; 2025Q2: 2,728 shares; 2025Q3: 2,738 shares; 2025Q4: 2,727 shares; 2026Q1: 2,635 shares; 2026Q2: 2,662 shares 2,662 $939K 0.22% +27 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,225 shares 10,225 $926K 0.21% new 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: 1,859 shares; 2024Q4: 1,864 shares; 2025Q1: 1,417 shares; 2025Q2: 1,421 shares; 2025Q3: 1,424 shares; 2025Q4: 1,536 shares; 2026Q1: 1,690 shares; 2026Q2: 1,696 shares 1,696 $880K 0.2% +6 Timeline QQQA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,257 shares 10,257 $875K 0.2% new 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: 9,702 shares; 2024Q4: 6,847 shares; 2025Q1: 8,707 shares; 2025Q2: 8,799 shares; 2025Q3: 8,894 shares; 2025Q4: 9,021 shares; 2026Q1: 9,084 shares; 2026Q2: 9,180 shares 9,180 $868K 0.2% +96 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: 2,349 shares; 2024Q4: 2,385 shares; 2025Q1: 1,605 shares; 2025Q2: 1,654 shares; 2025Q3: 1,695 shares; 2025Q4: 1,666 shares; 2026Q1: 1,674 shares; 2026Q2: 1,685 shares 1,685 $865K 0.2% +11 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares; 2026Q1: 10,318 shares; 2026Q2: 10,318 shares 10,318 $864K 0.2% 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: 4,028 shares; 2024Q4: 3,487 shares; 2025Q1: 3,483 shares; 2025Q2: 3,503 shares; 2025Q3: 2,907 shares; 2025Q4: 2,912 shares; 2026Q1: 3,356 shares; 2026Q2: 3,394 shares 3,394 $862K 0.2% +38 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,756 shares; 2025Q1: 3,506 shares; 2025Q2: 3,525 shares; 2025Q3: 3,543 shares; 2025Q4: 3,351 shares; 2026Q1: 3,403 shares; 2026Q2: 3,421 shares 3,421 $842K 0.19% +18 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: 1,651 shares; 2024Q4: 1,604 shares; 2025Q1: 1,670 shares; 2025Q2: 1,683 shares; 2025Q3: 2,988 shares; 2025Q4: 3,049 shares; 2026Q1: 2,488 shares; 2026Q2: 2,904 shares 2,904 $816K 0.19% +416 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: 1,192 shares; 2024Q4: 1,095 shares; 2025Q1: 1,100 shares; 2025Q2: 1,105 shares; 2025Q3: 1,110 shares; 2025Q4: 1,115 shares; 2026Q1: 1,118 shares; 2026Q2: 1,122 shares 1,122 $800K 0.18% +4 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: 862 shares; 2024Q4: 1,446 shares; 2025Q1: 1,220 shares; 2025Q2: 1,041 shares; 2025Q3: 770 shares; 2025Q4: 7,245 shares; 2026Q1: 8,690 shares; 2026Q2: 8,005 shares 8,005 $795K 0.18% -685 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: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,782 shares; 2025Q4: 1,771 shares; 2026Q1: 1,775 shares; 2026Q2: 1,779 shares 1,779 $758K 0.17% +4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 2,031 shares; 2025Q1: 1,854 shares; 2025Q2: 1,984 shares; 2025Q3: 1,964 shares; 2025Q4: 1,464 shares; 2026Q1: 1,452 shares; 2026Q2: 1,320 shares 1,320 $744K 0.17% -132 Timeline PRN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,386 shares; 2026Q2: 2,841 shares 2,841 $741K 0.17% +1,455 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: 12,860 shares; 2024Q4: 6,706 shares; 2025Q1: 7,061 shares; 2025Q2: 7,090 shares; 2025Q3: 7,074 shares; 2025Q4: 6,789 shares; 2026Q1: 6,506 shares; 2026Q2: 6,293 shares 6,293 $739K 0.17% -213 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: 976 shares; 2024Q4: 1,029 shares; 2025Q1: 954 shares; 2025Q2: 984 shares; 2025Q3: 963 shares; 2025Q4: 9,596 shares; 2026Q1: 10,184 shares; 2026Q2: 10,294 shares 10,294 $735K 0.17% +110 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,523 shares; 2025Q1: 1,398 shares; 2025Q2: 1,404 shares; 2025Q3: 1,410 shares; 2025Q4: 1,414 shares; 2026Q1: 1,420 shares; 2026Q2: 1,428 shares 1,428 $727K 0.17% +8 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,819 shares; 2025Q2: 83,323 shares; 2025Q3: 70,646 shares; 2025Q4: 62,866 shares; 2026Q1: 37,943 shares; 2026Q2: 31,851 shares 31,851 $721K 0.17% -6,092 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,982 shares; 2025Q1: 3,384 shares; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 2,720 shares; 2026Q1: 2,372 shares; 2026Q2: 2,379 shares 2,379 $709K 0.16% +7 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: 3,713 shares; 2024Q4: 3,730 shares; 2025Q1: 3,777 shares; 2025Q2: 3,764 shares; 2025Q3: 3,831 shares; 2025Q4: 3,681 shares; 2026Q1: 3,701 shares; 2026Q2: 3,732 shares 3,732 $708K 0.16% +31 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: 8,191 shares; 2024Q4: 8,648 shares; 2025Q1: 5,930 shares; 2025Q2: 5,525 shares; 2025Q3: 5,073 shares; 2025Q4: 5,132 shares; 2026Q1: 5,190 shares; 2026Q2: 5,252 shares 5,252 $675K 0.16% +62 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: 37,933 shares; 2024Q4: 30,378 shares; 2025Q1: 20,818 shares; 2025Q2: 18,518 shares; 2025Q3: 12,537 shares; 2025Q4: 9,188 shares; 2026Q1: 7,812 shares; 2026Q2: 5,405 shares 5,405 $659K 0.15% -2,407 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 1,353 shares; 2025Q4: 2,240 shares; 2026Q1: 1,807 shares; 2026Q2: 8,089 shares 8,089 $652K 0.15% +6,282 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 860 shares; 2025Q4: 2,104 shares; 2026Q1: 2,596 shares; 2026Q2: 2,791 shares 2,791 $641K 0.15% +195 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: 9,418 shares; 2024Q4: 9,211 shares; 2025Q1: 10,379 shares; 2025Q2: 10,386 shares; 2025Q3: 10,221 shares; 2025Q4: 10,537 shares; 2026Q1: 11,219 shares; 2026Q2: 10,991 shares 10,991 $626K 0.14% -228 Timeline FV 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: 35,890 shares; 2024Q4: 36,416 shares; 2025Q1: 25,043 shares; 2025Q2: 11,543 shares; 2025Q3: 10,289 shares; 2025Q4: 6,039 shares; 2026Q1: 6,122 shares; 2026Q2: 8,234 shares 8,234 $625K 0.14% +2,112 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,479 shares; 2025Q1: 1,643 shares; 2025Q2: 1,711 shares; 2025Q3: 2,019 shares; 2025Q4: 1,991 shares; 2026Q1: 1,410 shares; 2026Q2: 1,239 shares 1,239 $620K 0.14% -171 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,289 shares; 2024Q4: 12,864 shares; 2025Q1: 14,397 shares; 2025Q2: 21,413 shares; 2025Q3: 11,800 shares; 2025Q4: 11,708 shares; 2026Q1: 11,709 shares; 2026Q2: 11,489 shares 11,489 $616K 0.14% -220 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 1,592 shares; 2025Q1: 1,618 shares; 2025Q2: 2,394 shares; 2025Q3: 1,921 shares; 2025Q4: 1,784 shares; 2026Q1: 1,769 shares; 2026Q2: 1,777 shares 1,777 $606K 0.14% +8 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,773 shares; 2024Q4: 22,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $605K 0.14% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,112 shares; 2025Q4: 4,060 shares; 2026Q1: 4,060 shares; 2026Q2: 4,065 shares 4,065 $594K 0.14% +5 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,496 shares; 2024Q4: 10,080 shares; 2025Q1: 8,422 shares; 2025Q2: 8,425 shares; 2025Q3: 10,590 shares; 2025Q4: 9,126 shares; 2026Q1: 9,933 shares; 2026Q2: 10,560 shares 10,560 $591K 0.14% +627 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,583 shares; 2025Q4: 5,033 shares; 2026Q1: 5,033 shares; 2026Q2: 5,033 shares 5,033 $551K 0.13% 0 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: 7,589 shares; 2024Q4: 5,650 shares; 2025Q1: 4,178 shares; 2025Q2: 4,206 shares; 2025Q3: 4,134 shares; 2025Q4: 4,157 shares; 2026Q1: 4,196 shares; 2026Q2: 4,227 shares 4,227 $534K 0.12% +31 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: 2,387 shares; 2024Q4: 2,394 shares; 2025Q1: 2,401 shares; 2025Q2: 2,401 shares; 2025Q3: 2,520 shares; 2025Q4: 2,431 shares; 2026Q1: 2,438 shares; 2026Q2: 2,445 shares 2,445 $533K 0.12% +7 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: 10,000 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,219 shares; 2026Q1: 10,219 shares; 2026Q2: 10,219 shares 10,219 $533K 0.12% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 778 shares; 2025Q4: 821 shares; 2026Q1: 833 shares; 2026Q2: 1,083 shares 1,083 $532K 0.12% +250 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: 116 shares; 2024Q4: 86 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 2,913 shares 2,913 $519K 0.12% +2,798 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,680 shares; 2025Q4: not reported; 2026Q1: 1,614 shares; 2026Q2: 1,202 shares 1,202 $519K 0.12% -412 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 841 shares; 2025Q1: not reported; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 678 shares; 2026Q1: 679 shares; 2026Q2: 1,031 shares 1,031 $511K 0.12% +352 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: 3,100 shares; 2024Q4: 3,101 shares; 2025Q1: 3,102 shares; 2025Q2: 3,103 shares; 2025Q3: 3,180 shares; 2025Q4: 3,191 shares; 2026Q1: 3,212 shares; 2026Q2: 3,269 shares 3,269 $495K 0.11% +57 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: 4,822 shares; 2024Q4: 4,347 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,715 shares; 2025Q4: 3,467 shares; 2026Q1: 3,435 shares; 2026Q2: 3,111 shares 3,111 $487K 0.11% -324 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,138 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,285 shares; 2026Q1: 1,290 shares; 2026Q2: 1,296 shares 1,296 $486K 0.11% +6 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 466 shares; 2025Q4: 463 shares; 2026Q1: 464 shares; 2026Q2: 465 shares 465 $470K 0.11% +1 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,656 shares; 2024Q4: 1,666 shares; 2025Q1: 1,182 shares; 2025Q2: 1,260 shares; 2025Q3: 1,290 shares; 2025Q4: 1,281 shares; 2026Q1: 1,346 shares; 2026Q2: 1,364 shares 1,364 $468K 0.11% +18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,205 shares; 2024Q4: 1,558 shares; 2025Q1: 1,581 shares; 2025Q2: 1,584 shares; 2025Q3: 1,801 shares; 2025Q4: 2,695 shares; 2026Q1: 2,950 shares; 2026Q2: 2,918 shares 2,918 $463K 0.11% -32 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: 28,644 shares; 2024Q4: 9,456 shares; 2025Q1: 8,016 shares; 2025Q2: 7,648 shares; 2025Q3: 7,191 shares; 2025Q4: 6,293 shares; 2026Q1: 6,030 shares; 2026Q2: 4,528 shares 4,528 $454K 0.1% -1,502 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 5,238 shares 5,238 $451K 0.1% +4,365 Timeline PTF 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: 4,388 shares; 2024Q4: 4,483 shares; 2025Q1: 4,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares; 2026Q2: 3,308 shares 3,308 $451K 0.1% +800 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: 604 shares; 2024Q4: 606 shares; 2025Q1: 680 shares; 2025Q2: 682 shares; 2025Q3: 686 shares; 2025Q4: 688 shares; 2026Q1: 694 shares; 2026Q2: 699 shares 699 $444K 0.1% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 1,842 shares; 2025Q4: 2,363 shares; 2026Q1: 2,281 shares; 2026Q2: 3,018 shares 3,018 $442K 0.1% +737 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $427K 0.1% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 3,647 shares; 2025Q1: 3,156 shares; 2025Q2: 3,163 shares; 2025Q3: 3,169 shares; 2025Q4: 3,175 shares; 2026Q1: 3,535 shares; 2026Q2: 3,547 shares 3,547 $419K 0.1% +12 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,151 shares; 2025Q3: 1,146 shares; 2025Q4: 1,144 shares; 2026Q1: 1,123 shares; 2026Q2: 1,119 shares 1,119 $418K 0.1% -4 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: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares; 2026Q2: 2,014 shares 2,014 $417K 0.1% 0 Timeline VCEB 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: 11,421 shares; 2024Q4: 7,061 shares; 2025Q1: 7,098 shares; 2025Q2: 7,157 shares; 2025Q3: 7,216 shares; 2025Q4: 7,293 shares; 2026Q1: 7,166 shares; 2026Q2: 6,578 shares 6,578 $413K 0.1% -588 Timeline SPSM 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: 7,667 shares; 2024Q4: 7,538 shares; 2025Q1: 7,556 shares; 2025Q2: 7,574 shares; 2025Q3: 7,591 shares; 2025Q4: 7,052 shares; 2026Q1: 6,618 shares; 2026Q2: 6,864 shares 6,864 $396K 0.09% +246 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: 1,200 shares; 2024Q4: 750 shares; 2025Q1: 751 shares; 2025Q2: 751 shares; 2025Q3: 752 shares; 2025Q4: 756 shares; 2026Q1: 765 shares; 2026Q2: 756 shares 756 $379K 0.09% -9 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,382 shares; 2024Q4: 13,380 shares; 2025Q1: 13,478 shares; 2025Q2: 13,627 shares; 2025Q3: 15,785 shares; 2025Q4: 16,018 shares; 2026Q1: 16,136 shares; 2026Q2: 16,321 shares 16,321 $378K 0.09% +185 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: 976 shares; 2024Q4: 1,219 shares; 2025Q1: 1,224 shares; 2025Q2: 1,227 shares; 2025Q3: 1,234 shares; 2025Q4: 1,202 shares; 2026Q1: 1,363 shares; 2026Q2: 1,372 shares 1,372 $371K 0.09% +9 Timeline XLG 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: 42,825 shares; 2024Q4: 42,632 shares; 2025Q1: 32,105 shares; 2025Q2: 8,443 shares; 2025Q3: 7,691 shares; 2025Q4: 7,573 shares; 2026Q1: 7,103 shares; 2026Q2: 5,978 shares 5,978 $366K 0.08% -1,125 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 reported; 2024Q4: 527 shares; 2025Q1: 333 shares; 2025Q2: 369 shares; 2025Q3: 366 shares; 2025Q4: 364 shares; 2026Q1: 371 shares; 2026Q2: 375 shares 375 $360K 0.08% +4 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: 1,280 shares; 2024Q4: 1,286 shares; 2025Q1: 1,293 shares; 2025Q2: 1,300 shares; 2025Q3: 1,333 shares; 2025Q4: 1,319 shares; 2026Q1: 1,333 shares; 2026Q2: 1,332 shares 1,332 $360K 0.08% -1 Timeline PKB 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: 6,065 shares; 2024Q4: 5,633 shares; 2025Q1: 5,265 shares; 2025Q2: 3,649 shares; 2025Q3: 3,595 shares; 2025Q4: 2,617 shares; 2026Q1: 3,418 shares; 2026Q2: 3,203 shares 3,203 $359K 0.08% -215 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: 3,785 shares; 2024Q4: 3,800 shares; 2025Q1: 3,789 shares; 2025Q2: 3,804 shares; 2025Q3: 3,880 shares; 2025Q4: 3,807 shares; 2026Q1: 3,815 shares; 2026Q2: 3,895 shares 3,895 $353K 0.08% +80 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,917 shares; 2026Q2: 7,398 shares 7,398 $351K 0.08% +2,481 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $349K 0.08% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,942 shares 13,942 $348K 0.08% new Timeline FHLC 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: 6,813 shares; 2024Q4: 5,455 shares; 2025Q1: 5,116 shares; 2025Q2: 5,580 shares; 2025Q3: 5,594 shares; 2025Q4: 4,889 shares; 2026Q1: 5,143 shares; 2026Q2: 4,464 shares 4,464 $345K 0.08% -679 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: 2,565 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,586 shares; 2026Q1: 3,044 shares; 2026Q2: 3,893 shares 3,893 $342K 0.08% +849 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,748 shares; 2025Q4: not reported; 2026Q1: 1,962 shares; 2026Q2: 2,571 shares 2,571 $340K 0.08% +609 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: 2,647 shares; 2024Q4: 2,660 shares; 2025Q1: 2,586 shares; 2025Q2: 2,276 shares; 2025Q3: 2,304 shares; 2025Q4: 1,886 shares; 2026Q1: 1,795 shares; 2026Q2: 2,084 shares 2,084 $337K 0.08% +289 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,881 shares; 2025Q4: 4,014 shares; 2026Q1: 4,710 shares; 2026Q2: 4,441 shares 4,441 $330K 0.08% -269 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 893 shares; 2025Q3: 643 shares; 2025Q4: 735 shares; 2026Q1: 1,006 shares; 2026Q2: 502 shares 502 $329K 0.08% -504 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: 2,457 shares; 2024Q4: 2,376 shares; 2025Q1: 2,563 shares; 2025Q2: 2,551 shares; 2025Q3: 2,575 shares; 2025Q4: 2,674 shares; 2026Q1: 2,428 shares; 2026Q2: 2,239 shares 2,239 $328K 0.08% -189 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 770 shares; 2025Q1: 808 shares; 2025Q2: 811 shares; 2025Q3: 864 shares; 2025Q4: 908 shares; 2026Q1: 916 shares; 2026Q2: 704 shares 704 $323K 0.07% -212 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: 3,703 shares; 2024Q4: 3,711 shares; 2025Q1: 4,011 shares; 2025Q2: 4,024 shares; 2025Q3: 4,034 shares; 2025Q4: 4,086 shares; 2026Q1: 4,386 shares; 2026Q2: 3,976 shares 3,976 $323K 0.07% -410 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,212 shares; 2025Q1: 1,114 shares; 2025Q2: 1,118 shares; 2025Q3: 1,120 shares; 2025Q4: 1,123 shares; 2026Q1: 1,126 shares; 2026Q2: 1,129 shares 1,129 $316K 0.07% +3 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,787 shares; 2025Q1: 1,371 shares; 2025Q2: 1,377 shares; 2025Q3: 1,383 shares; 2025Q4: 1,391 shares; 2026Q1: 1,426 shares; 2026Q2: 1,428 shares 1,428 $315K 0.07% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 2,065 shares; 2025Q1: 1,395 shares; 2025Q2: 1,399 shares; 2025Q3: 1,402 shares; 2025Q4: 1,416 shares; 2026Q1: 1,427 shares; 2026Q2: 1,452 shares 1,452 $291K 0.07% +25 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,073 shares; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,076 shares; 2026Q1: 1,075 shares; 2026Q2: 1,079 shares 1,079 $291K 0.07% +4 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 247 shares 247 $290K 0.07% +14 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,246 shares; 2026Q2: 11,720 shares 11,720 $289K 0.07% -1,526 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,117 shares 2,117 $289K 0.07% new 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: 5,489 shares; 2024Q4: 5,777 shares; 2025Q1: 5,776 shares; 2025Q2: 4,139 shares; 2025Q3: 3,303 shares; 2025Q4: 6,204 shares; 2026Q1: 5,348 shares; 2026Q2: 5,225 shares 5,225 $278K 0.06% -123 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 996 shares; 2025Q3: 829 shares; 2025Q4: 833 shares; 2026Q1: 838 shares; 2026Q2: 837 shares 837 $276K 0.06% -1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 956 shares; 2026Q1: not reported; 2026Q2: 958 shares 958 $269K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 380 shares; 2026Q1: 386 shares; 2026Q2: 389 shares 389 $267K 0.06% +3 Timeline VT 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: 1,754 shares; 2024Q4: 1,736 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,731 shares; 2025Q4: 1,678 shares; 2026Q1: 1,692 shares; 2026Q2: 1,679 shares 1,679 $264K 0.06% -13 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,473 shares; 2025Q3: 11,860 shares; 2025Q4: 10,812 shares; 2026Q1: 11,169 shares; 2026Q2: 6,001 shares 6,001 $256K 0.06% -5,168 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 744 shares; 2025Q1: 554 shares; 2025Q2: 606 shares; 2025Q3: 617 shares; 2025Q4: 609 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $256K 0.06% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,798 shares; 2024Q4: 3,799 shares; 2025Q1: 3,800 shares; 2025Q2: 3,801 shares; 2025Q3: 3,711 shares; 2025Q4: 3,712 shares; 2026Q1: 3,618 shares; 2026Q2: 3,370 shares 3,370 $252K 0.06% -248 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,404 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 898 shares; 2026Q1: 900 shares; 2026Q2: 901 shares 901 $251K 0.06% +1 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,720 shares 1,720 $241K 0.06% new 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: 985 shares; 2024Q4: 986 shares; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 934 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $240K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,698 shares; 2026Q1: 2,699 shares; 2026Q2: 2,716 shares 2,716 $232K 0.05% +17 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 394 shares 394 $228K 0.05% new Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $218K 0.05% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,860 shares 2,860 $218K 0.05% new Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,091 shares 2,091 $211K 0.05% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,572 shares; 2025Q1: 1,074 shares; 2025Q2: 1,096 shares; 2025Q3: 1,098 shares; 2025Q4: 1,086 shares; 2026Q1: 1,087 shares; 2026Q2: 1,109 shares 1,109 $211K 0.05% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,661 shares 6,661 $211K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 528 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417 shares 417 $207K 0.05% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,274 shares 4,274 $203K 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: 606 shares; 2024Q4: 610 shares; 2025Q1: 616 shares; 2025Q2: 691 shares; 2025Q3: 683 shares; 2025Q4: 739 shares; 2026Q1: 741 shares; 2026Q2: 640 shares 640 $202K 0.05% -101 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 785 shares 785 $200K 0.05% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares; 2026Q2: 607 shares 607 $193K 0.04% -224 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,959 shares; 2025Q4: 3,740 shares; 2026Q1: not reported; 2026Q2: 2,463 shares 2,463 $186K 0.04% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,722 shares; 2025Q3: 35,722 shares; 2025Q4: 35,722 shares; 2026Q1: 35,748 shares; 2026Q2: 40,748 shares 40,748 $110K 0.03% +5,000 Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,195 shares; 2024Q4: 35,195 shares; 2025Q1: 35,195 shares; 2025Q2: 35,195 shares; 2025Q3: 35,195 shares; 2025Q4: 35,195 shares; 2026Q1: 35,195 shares; 2026Q2: 35,195 shares 35,195 $49.3K 0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,581 shares; 2026Q1: 15,581 shares; 2026Q2: 15,581 shares 15,581 $17.8K <0.01% 0 Timeline