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: 10,031 shares; 2024Q4: 11,073 shares; 2025Q1: 17,178 shares; 2025Q2: 11,026 shares; 2025Q3: 17,756 shares; 2025Q4: 18,175 shares; 2026Q1: 21,246 shares; 2026Q2: 22,196 shares 22,196 $15.2M 6.77% +950 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: 88,589 shares; 2024Q4: 76,328 shares; 2025Q1: 88,475 shares; 2025Q2: 75,395 shares; 2025Q3: 91,611 shares; 2025Q4: 84,946 shares; 2026Q1: 85,667 shares; 2026Q2: 89,582 shares 89,582 $9.03M 4.01% +3,915 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: 29,852 shares; 2024Q4: 29,768 shares; 2025Q1: 21,871 shares; 2025Q2: 29,077 shares; 2025Q3: 21,847 shares; 2025Q4: 20,731 shares; 2026Q1: 20,074 shares; 2026Q2: 99,507 shares 99,507 $8.75M 3.88% +79,433 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: 95,561 shares; 2024Q4: 92,637 shares; 2025Q1: 140,295 shares; 2025Q2: 91,734 shares; 2025Q3: 145,006 shares; 2025Q4: 149,723 shares; 2026Q1: 162,431 shares; 2026Q2: 169,833 shares 169,833 $8.23M 3.65% +7,402 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: 31,132 shares; 2024Q4: 34,299 shares; 2025Q1: 53,179 shares; 2025Q2: 34,061 shares; 2025Q3: 55,255 shares; 2025Q4: 60,352 shares; 2026Q1: 68,148 shares; 2026Q2: 71,539 shares 71,539 $6.91M 3.07% +3,391 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: 338,851 shares; 2024Q4: 346,261 shares; 2025Q1: 256,745 shares; 2025Q2: 339,640 shares; 2025Q3: 269,653 shares; 2025Q4: 251,154 shares; 2026Q1: 264,363 shares; 2026Q2: 276,384 shares 276,384 $6.3M 2.79% +12,021 Timeline MGV 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: 55,590 shares; 2024Q4: 57,035 shares; 2025Q1: 41,799 shares; 2025Q2: 55,664 shares; 2025Q3: 39,018 shares; 2025Q4: 37,747 shares; 2026Q1: 37,087 shares; 2026Q2: 37,808 shares 37,808 $6.18M 2.74% +721 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,170 shares; 2024Q4: 108,696 shares; 2025Q1: 79,819 shares; 2025Q2: 106,605 shares; 2025Q3: 104,749 shares; 2025Q4: 95,809 shares; 2026Q1: 102,193 shares; 2026Q2: 102,768 shares 102,768 $5.27M 2.34% +575 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,660 shares; 2024Q4: 28,279 shares; 2025Q1: 33,692 shares; 2025Q2: 27,921 shares; 2025Q3: 34,579 shares; 2025Q4: 31,931 shares; 2026Q1: 36,072 shares; 2026Q2: 41,175 shares 41,175 $4.84M 2.15% +5,103 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: 15,029 shares; 2024Q4: 15,882 shares; 2025Q1: 15,580 shares; 2025Q2: 15,513 shares; 2025Q3: 15,271 shares; 2025Q4: 9,682 shares; 2026Q1: 12,504 shares; 2026Q2: 12,500 shares 12,500 $4.66M 2.07% -4 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: 25,206 shares; 2024Q4: not reported; 2025Q1: 20,883 shares; 2025Q2: 20,453 shares; 2025Q3: 20,434 shares; 2025Q4: 15,836 shares; 2026Q1: 15,599 shares; 2026Q2: 15,690 shares 15,690 $4.54M 2.01% +91 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: 26,041 shares; 2024Q4: 33,011 shares; 2025Q1: 32,121 shares; 2025Q2: 32,407 shares; 2025Q3: 30,044 shares; 2025Q4: 21,456 shares; 2026Q1: 21,802 shares; 2026Q2: 22,021 shares 22,021 $4.41M 1.96% +219 Timeline VMBS 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: 131,069 shares; 2024Q4: 123,762 shares; 2025Q1: 93,531 shares; 2025Q2: 121,329 shares; 2025Q3: 93,344 shares; 2025Q4: 88,301 shares; 2026Q1: 90,165 shares; 2026Q2: 92,823 shares 92,823 $4.34M 1.93% +2,658 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,759 shares; 2024Q4: 59,520 shares; 2025Q1: 73,109 shares; 2025Q2: 58,764 shares; 2025Q3: 74,852 shares; 2025Q4: 66,443 shares; 2026Q1: 73,295 shares; 2026Q2: 74,538 shares 74,538 $3.96M 1.76% +1,243 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,552 shares; 2026Q1: 75,198 shares; 2026Q2: 76,954 shares 76,954 $3.86M 1.71% +1,756 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,801 shares; 2026Q1: 112,098 shares; 2026Q2: 120,665 shares 120,665 $3.82M 1.69% +8,567 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: 18,563 shares; 2024Q4: 21,648 shares; 2025Q1: 34,288 shares; 2025Q2: 21,491 shares; 2025Q3: 35,404 shares; 2025Q4: 36,547 shares; 2026Q1: 43,747 shares; 2026Q2: 45,076 shares 45,076 $3.73M 1.66% +1,329 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,761 shares; 2026Q1: 49,229 shares; 2026Q2: 50,335 shares 50,335 $3.71M 1.65% +1,106 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: 13,312 shares; 2024Q4: 13,198 shares; 2025Q1: 12,547 shares; 2025Q2: 12,521 shares; 2025Q3: 13,883 shares; 2025Q4: 9,499 shares; 2026Q1: 10,061 shares; 2026Q2: 10,318 shares 10,318 $3.69M 1.64% +257 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: 25,018 shares; 2024Q4: 23,873 shares; 2025Q1: 36,734 shares; 2025Q2: 23,725 shares; 2025Q3: 38,963 shares; 2025Q4: 37,906 shares; 2026Q1: 45,392 shares; 2026Q2: 48,657 shares 48,657 $3.57M 1.59% +3,265 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: 12,041 shares; 2024Q4: 12,156 shares; 2025Q1: 12,143 shares; 2025Q2: 11,922 shares; 2025Q3: 9,996 shares; 2025Q4: 8,217 shares; 2026Q1: 8,377 shares; 2026Q2: 7,711 shares 7,711 $2.91M 1.29% -666 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: 66,587 shares; 2024Q4: 57,346 shares; 2025Q1: 69,235 shares; 2025Q2: 56,596 shares; 2025Q3: 71,511 shares; 2025Q4: 64,041 shares; 2026Q1: 63,610 shares; 2026Q2: 65,132 shares 65,132 $2.76M 1.23% +1,522 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: 23,782 shares; 2024Q4: 20,841 shares; 2025Q1: 25,622 shares; 2025Q2: 20,575 shares; 2025Q3: 26,711 shares; 2025Q4: 22,427 shares; 2026Q1: 22,727 shares; 2026Q2: 24,561 shares 24,561 $2.46M 1.09% +1,834 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: 29,367 shares; 2024Q4: 28,153 shares; 2025Q1: 27,868 shares; 2025Q2: 28,153 shares; 2025Q3: 26,529 shares; 2025Q4: 24,898 shares; 2026Q1: 24,903 shares; 2026Q2: 27,014 shares 27,014 $2.37M 1.05% +2,111 Timeline IAGG 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: 13,953 shares; 2025Q4: 20,950 shares; 2026Q1: 42,141 shares; 2026Q2: 44,838 shares 44,838 $2.27M 1.01% +2,697 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: 13,436 shares; 2024Q4: 13,036 shares; 2025Q1: 21,140 shares; 2025Q2: 12,952 shares; 2025Q3: 22,808 shares; 2025Q4: 23,279 shares; 2026Q1: 24,734 shares; 2026Q2: 26,496 shares 26,496 $2.19M 0.97% +1,762 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 899 shares; 2025Q1: 867 shares; 2025Q2: 882 shares; 2025Q3: 772 shares; 2025Q4: 689 shares; 2026Q1: 673 shares; 2026Q2: 7,247 shares 7,247 $2.19M 0.97% +6,574 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,395 shares; 2024Q4: 14,142 shares; 2025Q1: 10,841 shares; 2025Q2: 13,784 shares; 2025Q3: 10,303 shares; 2025Q4: 9,815 shares; 2026Q1: 8,815 shares; 2026Q2: 8,987 shares 8,987 $2.18M 0.97% +172 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,963 shares; 2024Q4: 14,957 shares; 2025Q1: 11,484 shares; 2025Q2: 14,581 shares; 2025Q3: 11,294 shares; 2025Q4: 10,801 shares; 2026Q1: 10,091 shares; 2026Q2: 10,344 shares 10,344 $2.04M 0.91% +253 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: 3,888 shares; 2024Q4: 4,367 shares; 2025Q1: 4,390 shares; 2025Q2: 4,294 shares; 2025Q3: 3,950 shares; 2025Q4: 3,539 shares; 2026Q1: 3,777 shares; 2026Q2: 3,627 shares 3,627 $2.04M 0.91% -150 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: 4,260 shares; 2024Q4: 4,511 shares; 2025Q1: 7,552 shares; 2025Q2: 4,477 shares; 2025Q3: 6,927 shares; 2025Q4: 7,448 shares; 2026Q1: 7,940 shares; 2026Q2: 8,290 shares 8,290 $2.04M 0.91% +350 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: 13,961 shares; 2024Q4: 14,000 shares; 2025Q1: 13,678 shares; 2025Q2: 13,681 shares; 2025Q3: 13,501 shares; 2025Q4: 12,502 shares; 2026Q1: 12,634 shares; 2026Q2: 13,009 shares 13,009 $1.91M 0.85% +375 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,106 shares; 2026Q1: 36,988 shares; 2026Q2: 37,579 shares 37,579 $1.87M 0.83% +591 Timeline SPTI 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: 23,150 shares; 2024Q4: 24,688 shares; 2025Q1: 42,591 shares; 2025Q2: 24,498 shares; 2025Q3: 45,696 shares; 2025Q4: 46,349 shares; 2026Q1: 59,352 shares; 2026Q2: 64,786 shares 64,786 $1.84M 0.82% +5,434 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,514 shares; 2024Q4: 11,488 shares; 2025Q1: 18,881 shares; 2025Q2: 11,266 shares; 2025Q3: 24,613 shares; 2025Q4: 22,478 shares; 2026Q1: 22,897 shares; 2026Q2: 23,810 shares 23,810 $1.81M 0.8% +913 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: 6,967 shares; 2024Q4: 6,967 shares; 2025Q1: 6,967 shares; 2025Q2: 6,967 shares; 2025Q3: 6,967 shares; 2025Q4: 6,967 shares; 2026Q1: 6,967 shares; 2026Q2: 6,967 shares 6,967 $1.78M 0.79% 0 Timeline SPIB 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: 55,893 shares; 2024Q4: 71,077 shares; 2025Q1: 52,263 shares; 2025Q2: 69,299 shares; 2025Q3: 52,878 shares; 2025Q4: 50,814 shares; 2026Q1: 51,066 shares; 2026Q2: 52,778 shares 52,778 $1.77M 0.78% +1,712 Timeline SPBO 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: 19,710 shares; 2024Q4: 19,529 shares; 2025Q1: 36,157 shares; 2025Q2: 19,378 shares; 2025Q3: 39,357 shares; 2025Q4: 38,370 shares; 2026Q1: 57,392 shares; 2026Q2: 59,709 shares 59,709 $1.73M 0.77% +2,317 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,275 shares; 2025Q4: 9,415 shares; 2026Q1: 19,376 shares; 2026Q2: 18,957 shares 18,957 $1.72M 0.76% -419 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,646 shares; 2024Q4: 9,084 shares; 2025Q1: 6,687 shares; 2025Q2: 8,866 shares; 2025Q3: 5,710 shares; 2025Q4: 5,626 shares; 2026Q1: 5,303 shares; 2026Q2: 5,276 shares 5,276 $1.62M 0.72% -27 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: 1,365 shares; 2026Q2: 1,389 shares 1,389 $1.6M 0.71% +24 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,209 shares; 2026Q2: 57,106 shares 57,106 $1.58M 0.7% +18,897 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,686 shares; 2025Q1: 1,634 shares; 2025Q2: 1,651 shares; 2025Q3: 3,097 shares; 2025Q4: 2,853 shares; 2026Q1: 2,856 shares; 2026Q2: 2,911 shares 2,911 $1.58M 0.7% +55 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,991 shares; 2026Q1: 16,155 shares; 2026Q2: 16,608 shares 16,608 $1.55M 0.69% +453 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: 21,565 shares; 2024Q4: 21,684 shares; 2025Q1: 21,712 shares; 2025Q2: 21,277 shares; 2025Q3: 23,303 shares; 2025Q4: 21,285 shares; 2026Q1: 21,195 shares; 2026Q2: 20,895 shares 20,895 $1.5M 0.67% -300 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: 12,585 shares; 2024Q4: not reported; 2025Q1: 13,966 shares; 2025Q2: 13,248 shares; 2025Q3: 8,199 shares; 2025Q4: 5,549 shares; 2026Q1: 5,991 shares; 2026Q2: 6,130 shares 6,130 $1.46M 0.65% +139 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: 1,496 shares; 2024Q4: 1,497 shares; 2025Q1: 1,498 shares; 2025Q2: 1,497 shares; 2025Q3: 1,499 shares; 2025Q4: 1,349 shares; 2026Q1: 1,344 shares; 2026Q2: 1,353 shares 1,353 $1.44M 0.64% +9 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares; 2026Q1: 2,639 shares; 2026Q2: 2,903 shares 2,903 $1.39M 0.62% +264 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,559 shares; 2026Q1: 47,003 shares; 2026Q2: 50,918 shares 50,918 $1.38M 0.61% +3,915 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 reported; 2024Q4: 71,869 shares; 2025Q1: 71,072 shares; 2025Q2: 70,478 shares; 2025Q3: 73,425 shares; 2025Q4: 63,084 shares; 2026Q1: 63,412 shares; 2026Q2: 64,065 shares 64,065 $1.33M 0.59% +653 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,918 shares; 2026Q1: 13,079 shares; 2026Q2: 13,537 shares 13,537 $1.28M 0.57% +458 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: 4,330 shares; 2024Q4: 4,339 shares; 2025Q1: 4,325 shares; 2025Q2: 4,270 shares; 2025Q3: 4,249 shares; 2025Q4: 4,422 shares; 2026Q1: 4,497 shares; 2026Q2: 3,868 shares 3,868 $1.27M 0.56% -629 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: 1,249 shares; 2024Q4: 1,320 shares; 2025Q1: 1,355 shares; 2025Q2: 1,308 shares; 2025Q3: 1,258 shares; 2025Q4: 1,463 shares; 2026Q1: 1,533 shares; 2026Q2: 1,692 shares 1,692 $1.27M 0.56% +159 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: 4,350 shares; 2024Q4: 4,719 shares; 2025Q1: 3,610 shares; 2025Q2: 4,610 shares; 2025Q3: 3,530 shares; 2025Q4: 3,402 shares; 2026Q1: 3,419 shares; 2026Q2: 3,446 shares 3,446 $1.26M 0.56% +27 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,235 shares; 2025Q1: 2,368 shares; 2025Q2: 2,187 shares; 2025Q3: 1,968 shares; 2025Q4: 2,835 shares; 2026Q1: 2,891 shares; 2026Q2: 2,969 shares 2,969 $1.25M 0.55% +78 Timeline SPMB 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: 26,761 shares; 2024Q4: 26,130 shares; 2025Q1: 42,612 shares; 2025Q2: 25,967 shares; 2025Q3: 45,869 shares; 2025Q4: 46,084 shares; 2026Q1: 50,874 shares; 2026Q2: 53,668 shares 53,668 $1.2M 0.53% +2,794 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: 648 shares; 2024Q4: 649 shares; 2025Q1: 650 shares; 2025Q2: 649 shares; 2025Q3: 652 shares; 2025Q4: 927 shares; 2026Q1: 920 shares; 2026Q2: 946 shares 946 $1.13M 0.5% +26 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: 27,147 shares; 2024Q4: 27,606 shares; 2025Q1: 27,710 shares; 2025Q2: 27,088 shares; 2025Q3: 28,959 shares; 2025Q4: 26,938 shares; 2026Q1: 26,214 shares; 2026Q2: 26,532 shares 26,532 $1.12M 0.5% +318 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,860 shares; 2025Q4: 7,658 shares; 2026Q1: 8,229 shares; 2026Q2: 7,998 shares 7,998 $1.09M 0.48% -231 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: not reported; 2025Q3: 2,705 shares; 2025Q4: 2,880 shares; 2026Q1: 3,357 shares; 2026Q2: 3,349 shares 3,349 $1.06M 0.47% -8 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,852 shares; 2025Q2: not reported; 2025Q3: 24,831 shares; 2025Q4: 23,802 shares; 2026Q1: 24,664 shares; 2026Q2: 19,352 shares 19,352 $1.01M 0.45% -5,312 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: 1,724 shares; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,777 shares; 2025Q3: 1,653 shares; 2025Q4: 1,401 shares; 2026Q1: 1,410 shares; 2026Q2: 1,375 shares 1,375 $994K 0.44% -35 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,533 shares; 2025Q2: not reported; 2025Q3: 14,830 shares; 2025Q4: 13,045 shares; 2026Q1: 13,667 shares; 2026Q2: 13,812 shares 13,812 $968K 0.43% +145 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: 6,516 shares; 2024Q4: 6,783 shares; 2025Q1: 4,985 shares; 2025Q2: 6,619 shares; 2025Q3: 3,851 shares; 2025Q4: 3,567 shares; 2026Q1: 2,813 shares; 2026Q2: 2,706 shares 2,706 $927K 0.41% -107 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: 10,190 shares; 2024Q4: 10,080 shares; 2025Q1: 10,382 shares; 2025Q2: 9,825 shares; 2025Q3: 9,955 shares; 2025Q4: 10,360 shares; 2026Q1: 11,029 shares; 2026Q2: 11,078 shares 11,078 $863K 0.38% +49 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 7,937 shares 7,937 $859K 0.38% new 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: 20,232 shares; 2024Q4: 19,328 shares; 2025Q1: 14,203 shares; 2025Q2: 19,049 shares; 2025Q3: 14,559 shares; 2025Q4: 15,762 shares; 2026Q1: 15,505 shares; 2026Q2: 16,425 shares 16,425 $825K 0.37% +920 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,958 shares; 2024Q4: 3,890 shares; 2025Q1: 3,995 shares; 2025Q2: 3,817 shares; 2025Q3: 3,804 shares; 2025Q4: 3,446 shares; 2026Q1: 3,589 shares; 2026Q2: 3,483 shares 3,483 $812K 0.36% -106 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: 2,994 shares; 2025Q1: 3,106 shares; 2025Q2: 2,994 shares; 2025Q3: 1,773 shares; 2025Q4: not reported; 2026Q1: 1,910 shares; 2026Q2: 1,852 shares 1,852 $803K 0.36% -58 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: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 4,177 shares; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: not reported; 2026Q1: 4,539 shares; 2026Q2: 4,179 shares 4,179 $793K 0.35% -360 Timeline SCHP 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: 14,014 shares; 2024Q4: 13,650 shares; 2025Q1: 21,889 shares; 2025Q2: 13,585 shares; 2025Q3: 23,514 shares; 2025Q4: 23,477 shares; 2026Q1: 27,619 shares; 2026Q2: 29,614 shares 29,614 $785K 0.35% +1,995 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: 12,171 shares; 2024Q4: 11,938 shares; 2025Q1: 14,779 shares; 2025Q2: 11,639 shares; 2025Q3: 12,116 shares; 2025Q4: 12,098 shares; 2026Q1: 11,193 shares; 2026Q2: 11,000 shares 11,000 $784K 0.35% -193 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,227 shares 1,227 $784K 0.35% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 6,806 shares; 2025Q1: 10,892 shares; 2025Q2: 6,754 shares; 2025Q3: 10,980 shares; 2025Q4: 10,736 shares; 2026Q1: 13,197 shares; 2026Q2: 13,583 shares 13,583 $783K 0.35% +386 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: 18,602 shares; 2024Q4: 17,275 shares; 2025Q1: 12,790 shares; 2025Q2: 16,938 shares; 2025Q3: 11,172 shares; 2025Q4: 10,502 shares; 2026Q1: 8,290 shares; 2026Q2: 8,039 shares 8,039 $776K 0.34% -251 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,165 shares; 2024Q4: 30,204 shares; 2025Q1: 23,443 shares; 2025Q2: 29,541 shares; 2025Q3: 23,644 shares; 2025Q4: 26,775 shares; 2026Q1: 28,285 shares; 2026Q2: 29,522 shares 29,522 $774K 0.34% +1,237 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 1,963 shares; 2026Q2: 1,982 shares 1,982 $700K 0.31% +19 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: 1,623 shares; 2024Q4: 1,569 shares; 2025Q1: 1,327 shares; 2025Q2: 1,527 shares; 2025Q3: 1,317 shares; 2025Q4: 1,326 shares; 2026Q1: 1,320 shares; 2026Q2: 7,901 shares 7,901 $681K 0.3% +6,581 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 2,870 shares; 2025Q1: 4,638 shares; 2025Q2: 2,852 shares; 2025Q3: 4,948 shares; 2025Q4: 5,121 shares; 2026Q1: 6,296 shares; 2026Q2: 6,590 shares 6,590 $636K 0.28% +294 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: 1,906 shares; 2024Q4: 2,013 shares; 2025Q1: 2,762 shares; 2025Q2: 1,988 shares; 2025Q3: 2,566 shares; 2025Q4: 2,552 shares; 2026Q1: 2,010 shares; 2026Q2: 2,076 shares 2,076 $629K 0.28% +66 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: 3,481 shares; 2024Q4: 3,537 shares; 2025Q1: 3,501 shares; 2025Q2: 3,496 shares; 2025Q3: 3,452 shares; 2025Q4: 3,395 shares; 2026Q1: 3,390 shares; 2026Q2: 3,326 shares 3,326 $615K 0.27% -64 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,371 shares; 2025Q4: 11,196 shares; 2026Q1: 11,312 shares; 2026Q2: 11,265 shares 11,265 $613K 0.27% -47 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 277 shares; 2026Q1: 301 shares; 2026Q2: 305 shares 305 $607K 0.27% +4 Timeline SPHY 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: 11,141 shares; 2024Q4: 10,871 shares; 2025Q1: 17,576 shares; 2025Q2: 10,800 shares; 2025Q3: 19,000 shares; 2025Q4: 19,083 shares; 2026Q1: 22,138 shares; 2026Q2: 24,060 shares 24,060 $564K 0.25% +1,922 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,080 shares; 2026Q1: 1,094 shares; 2026Q2: 1,096 shares 1,096 $558K 0.25% +2 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: 2,785 shares; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 2,872 shares; 2025Q3: 1,630 shares; 2025Q4: 1,459 shares; 2026Q1: 1,487 shares; 2026Q2: 1,493 shares 1,493 $541K 0.24% +6 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 7,191 shares; 2026Q2: 7,154 shares 7,154 $533K 0.24% -37 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: 6,735 shares; 2024Q4: 6,735 shares; 2025Q1: 6,735 shares; 2025Q2: 6,735 shares; 2025Q3: 6,735 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares; 2026Q2: 6,735 shares 6,735 $519K 0.23% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 721 shares; 2025Q1: 724 shares; 2025Q2: 721 shares; 2025Q3: 674 shares; 2025Q4: 676 shares; 2026Q1: 679 shares; 2026Q2: 692 shares 692 $517K 0.23% +13 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,523 shares; 2025Q1: 4,429 shares; 2025Q2: 4,430 shares; 2025Q3: 4,732 shares; 2025Q4: 4,566 shares; 2026Q1: 4,602 shares; 2026Q2: 4,588 shares 4,588 $508K 0.23% -14 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,121 shares; 2024Q4: 11,474 shares; 2025Q1: 11,373 shares; 2025Q2: 11,250 shares; 2025Q3: 11,697 shares; 2025Q4: 10,802 shares; 2026Q1: 10,507 shares; 2026Q2: 10,599 shares 10,599 $505K 0.22% +92 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: 2,870 shares; 2024Q4: 2,787 shares; 2025Q1: 2,530 shares; 2025Q2: 2,714 shares; 2025Q3: 2,465 shares; 2025Q4: 2,472 shares; 2026Q1: 2,282 shares; 2026Q2: 2,289 shares 2,289 $499K 0.22% +7 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 reported; 2024Q4: not reported; 2025Q1: 1,461 shares; 2025Q2: not reported; 2025Q3: 1,609 shares; 2025Q4: 1,669 shares; 2026Q1: 1,747 shares; 2026Q2: 1,942 shares 1,942 $490K 0.22% +195 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: 3,726 shares; 2024Q4: 3,727 shares; 2025Q1: 3,727 shares; 2025Q2: 3,727 shares; 2025Q3: 3,604 shares; 2025Q4: 3,605 shares; 2026Q1: 3,540 shares; 2026Q2: 3,540 shares 3,540 $487K 0.22% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,328 shares; 2025Q1: 3,250 shares; 2025Q2: 3,264 shares; 2025Q3: 3,133 shares; 2025Q4: 2,677 shares; 2026Q1: 2,745 shares; 2026Q2: 2,986 shares 2,986 $487K 0.22% +241 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: 1,944 shares; 2024Q4: 1,913 shares; 2025Q1: 1,979 shares; 2025Q2: 1,908 shares; 2025Q3: 1,913 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,911 shares 1,911 $481K 0.21% +1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,820 shares; 2024Q4: 19,246 shares; 2025Q1: 19,373 shares; 2025Q2: 18,875 shares; 2025Q3: 20,066 shares; 2025Q4: 17,415 shares; 2026Q1: 17,904 shares; 2026Q2: 18,076 shares 18,076 $480K 0.21% +172 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,795 shares; 2024Q4: 6,842 shares; 2025Q1: 6,820 shares; 2025Q2: 6,706 shares; 2025Q3: 6,979 shares; 2025Q4: 6,214 shares; 2026Q1: 6,060 shares; 2026Q2: 5,771 shares 5,771 $468K 0.21% -289 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,719 shares; 2024Q4: 4,774 shares; 2025Q1: 4,739 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares; 2025Q4: 4,117 shares; 2026Q1: 4,027 shares; 2026Q2: 4,097 shares 4,097 $466K 0.21% +70 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: 1,225 shares; 2024Q4: 1,384 shares; 2025Q1: 2,376 shares; 2025Q2: 1,374 shares; 2025Q3: 2,021 shares; 2025Q4: 2,101 shares; 2026Q1: 1,401 shares; 2026Q2: 5,770 shares 5,770 $465K 0.21% +4,369 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: 7,551 shares; 2025Q1: 6,500 shares; 2025Q2: 7,170 shares; 2025Q3: 7,909 shares; 2025Q4: 7,433 shares; 2026Q1: 8,116 shares; 2026Q2: 8,060 shares 8,060 $465K 0.21% -56 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 3,666 shares; 2026Q2: 3,786 shares 3,786 $451K 0.2% +120 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 334 shares; 2026Q1: 527 shares; 2026Q2: 3,729 shares 3,729 $446K 0.2% +3,202 Timeline VSS 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: 1,842 shares; 2025Q1: 2,792 shares; 2025Q2: 1,829 shares; 2025Q3: 2,623 shares; 2025Q4: 2,537 shares; 2026Q1: 2,740 shares; 2026Q2: 2,856 shares 2,856 $441K 0.2% +116 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF 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: 3,108 shares; 2025Q4: 3,740 shares; 2026Q1: 3,763 shares; 2026Q2: 3,803 shares 3,803 $437K 0.19% +40 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 756 shares; 2026Q2: 644 shares 644 $423K 0.19% -112 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 20,026 shares; 2025Q1: 19,072 shares; 2025Q2: 19,633 shares; 2025Q3: 18,851 shares; 2025Q4: 15,223 shares; 2026Q1: 17,668 shares; 2026Q2: 16,868 shares 16,868 $414K 0.18% -800 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,019 shares; 2026Q2: 2,121 shares 2,121 $402K 0.18% +102 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X 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: 4,574 shares; 2025Q4: 6,770 shares; 2026Q1: 6,768 shares; 2026Q2: 6,110 shares 6,110 $401K 0.18% -658 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: 4,452 shares; 2024Q4: 4,432 shares; 2025Q1: 4,640 shares; 2025Q2: 4,309 shares; 2025Q3: 4,502 shares; 2025Q4: 4,677 shares; 2026Q1: 4,961 shares; 2026Q2: 4,973 shares 4,973 $381K 0.17% +12 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,798 shares; 2025Q1: 5,161 shares; 2025Q2: 4,662 shares; 2025Q3: 4,989 shares; 2025Q4: 5,183 shares; 2026Q1: 5,459 shares; 2026Q2: 5,491 shares 5,491 $378K 0.17% +32 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $374K 0.17% 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: 1,583 shares; 2024Q4: not reported; 2025Q1: 1,237 shares; 2025Q2: not reported; 2025Q3: 1,234 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,361 shares 1,361 $346K 0.15% +107 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 reported; 2024Q4: not reported; 2025Q1: 3,228 shares; 2025Q2: not reported; 2025Q3: 3,607 shares; 2025Q4: 3,352 shares; 2026Q1: 3,367 shares; 2026Q2: 3,299 shares 3,299 $341K 0.15% -68 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,137 shares; 2026Q2: 2,060 shares 2,060 $341K 0.15% -77 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 2,304 shares; 2026Q1: 2,189 shares; 2026Q2: 1,753 shares 1,753 $334K 0.15% -436 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: 3,992 shares; 2024Q4: 4,175 shares; 2025Q1: 4,117 shares; 2025Q2: 4,098 shares; 2025Q3: 5,933 shares; 2025Q4: 2,175 shares; 2026Q1: 2,407 shares; 2026Q2: 2,427 shares 2,427 $332K 0.15% +20 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: 2,519 shares; 2024Q4: 2,557 shares; 2025Q1: 2,493 shares; 2025Q2: 2,506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 879 shares 879 $329K 0.15% +46 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,333 shares 2,333 $326K 0.14% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,354 shares; 2025Q1: 2,266 shares; 2025Q2: 2,307 shares; 2025Q3: 2,353 shares; 2025Q4: 890 shares; 2026Q1: 932 shares; 2026Q2: 895 shares 895 $320K 0.14% -37 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: 961 shares; 2024Q4: 957 shares; 2025Q1: 953 shares; 2025Q2: 937 shares; 2025Q3: 904 shares; 2025Q4: 819 shares; 2026Q1: 864 shares; 2026Q2: 846 shares 846 $318K 0.14% -18 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,642 shares; 2026Q1: 2,668 shares; 2026Q2: 2,690 shares 2,690 $314K 0.14% +22 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 reported; 2024Q4: not reported; 2025Q1: 4,780 shares; 2025Q2: not reported; 2025Q3: 4,616 shares; 2025Q4: 17,345 shares; 2026Q1: 12,175 shares; 2026Q2: 4,146 shares 4,146 $313K 0.14% -8,029 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 1,976 shares; 2025Q1: 1,979 shares; 2025Q2: 1,937 shares; 2025Q3: 1,947 shares; 2025Q4: 1,733 shares; 2026Q1: 1,625 shares; 2026Q2: 1,657 shares 1,657 $291K 0.13% +32 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,096 shares; 2024Q4: not reported; 2025Q1: 7,096 shares; 2025Q2: not reported; 2025Q3: 7,097 shares; 2025Q4: 7,097 shares; 2026Q1: 7,097 shares; 2026Q2: 7,097 shares 7,097 $289K 0.13% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 799 shares; 2026Q2: 851 shares 851 $288K 0.13% +52 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 7,813 shares; 2026Q2: 7,817 shares 7,817 $287K 0.13% +4 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,377 shares; 2024Q4: 4,523 shares; 2025Q1: 4,355 shares; 2025Q2: 4,433 shares; 2025Q3: 4,283 shares; 2025Q4: 3,800 shares; 2026Q1: 3,762 shares; 2026Q2: 3,891 shares 3,891 $283K 0.13% +129 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,509 shares; 2024Q4: 3,540 shares; 2025Q1: 3,592 shares; 2025Q2: 3,470 shares; 2025Q3: 3,489 shares; 2025Q4: 3,078 shares; 2026Q1: 3,125 shares; 2026Q2: 3,057 shares 3,057 $283K 0.13% -68 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: 269 shares; 2024Q4: 366 shares; 2025Q1: 396 shares; 2025Q2: 345 shares; 2025Q3: 355 shares; 2025Q4: 244 shares; 2026Q1: 261 shares; 2026Q2: 301 shares 301 $282K 0.12% +40 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares 1,810 $275K 0.12% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,145 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,727 shares; 2025Q3: 4,147 shares; 2025Q4: 5,525 shares; 2026Q1: 4,607 shares; 2026Q2: 3,744 shares 3,744 $275K 0.12% -863 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 reported; 2024Q4: not reported; 2025Q1: 914 shares; 2025Q2: 909 shares; 2025Q3: 923 shares; 2025Q4: 926 shares; 2026Q1: 931 shares; 2026Q2: 936 shares 936 $263K 0.12% +5 Timeline TRUT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,322 shares 8,322 $261K 0.12% new Timeline PRF 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: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares; 2026Q2: 4,807 shares 4,807 $260K 0.12% +267 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: 1,203 shares; 2024Q4: 1,206 shares; 2025Q1: 1,209 shares; 2025Q2: 1,207 shares; 2025Q3: 1,170 shares; 2025Q4: 1,173 shares; 2026Q1: 1,176 shares; 2026Q2: 1,178 shares 1,178 $258K 0.11% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares; 2026Q1: 729 shares; 2026Q2: 732 shares 732 $251K 0.11% +3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,294 shares; 2024Q4: 7,416 shares; 2025Q1: 7,560 shares; 2025Q2: 7,316 shares; 2025Q3: 7,568 shares; 2025Q4: 6,637 shares; 2026Q1: 6,880 shares; 2026Q2: 7,046 shares 7,046 $245K 0.11% +166 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,350 shares; 2025Q1: 3,421 shares; 2025Q2: 3,289 shares; 2025Q3: 3,477 shares; 2025Q4: 3,131 shares; 2026Q1: 2,840 shares; 2026Q2: 2,702 shares 2,702 $244K 0.11% -138 Timeline VOX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,323 shares 1,323 $243K 0.11% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,259 shares; 2026Q1: 1,291 shares; 2026Q2: 1,344 shares 1,344 $243K 0.11% +53 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: 4,429 shares; 2024Q4: not reported; 2025Q1: 5,759 shares; 2025Q2: not reported; 2025Q3: 4,413 shares; 2025Q4: 4,439 shares; 2026Q1: 4,365 shares; 2026Q2: 4,016 shares 4,016 $240K 0.11% -349 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC 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: 3,652 shares 3,652 $226K 0.1% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD 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: 676 shares 676 $214K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: not reported; 2026Q2: 969 shares 969 $210K 0.09% new Timeline SPYM 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: 3,481 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 2,878 shares; 2026Q1: not reported; 2026Q2: 2,385 shares 2,385 $210K 0.09% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,618 shares 4,618 $208K 0.09% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 9,732 shares; 2026Q1: not reported; 2026Q2: 10,327 shares 10,327 $207K 0.09% new Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,182 shares 3,182 $203K 0.09% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: not reported; 2026Q2: 405 shares 405 $201K 0.09% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 14,538 shares 14,538 $84K 0.04% new Timeline