SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,580 shares; 2024Q4: 97,232 shares; 2025Q1: 658,632 shares; 2025Q2: 683,161 shares; 2025Q3: 696,237 shares; 2025Q4: 725,152 shares; 2026Q1: 747,992 shares; 2026Q2: 741,283 shares 741,283 $37.4M 5.78% -6,709 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 535,170 shares; 2025Q1: 842,532 shares; 2025Q2: 1,012,493 shares; 2025Q3: 1,039,172 shares; 2025Q4: 1,076,804 shares; 2026Q1: 1,142,730 shares; 2026Q2: 1,185,108 shares 1,185,108 $33.1M 5.13% +42,378 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: not reported; 2024Q4: 1,140,712 shares; 2025Q1: 907,812 shares; 2025Q2: 959,465 shares; 2025Q3: 1,027,727 shares; 2025Q4: 1,063,605 shares; 2026Q1: 1,121,967 shares; 2026Q2: 1,162,188 shares 1,162,188 $33M 5.11% +40,221 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: not reported; 2024Q4: 734,701 shares; 2025Q1: 766,235 shares; 2025Q2: 824,404 shares; 2025Q3: 872,611 shares; 2025Q4: 904,674 shares; 2026Q1: 956,840 shares; 2026Q2: 984,539 shares 984,539 $32.9M 5.1% +27,699 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269,786 shares; 2024Q4: 940,172 shares; 2025Q1: 909,990 shares; 2025Q2: 965,630 shares; 2025Q3: 1,001,020 shares; 2025Q4: 1,033,002 shares; 2026Q1: 1,077,015 shares; 2026Q2: 1,095,507 shares 1,095,507 $32.9M 5.09% +18,492 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 537,841 shares; 2026Q2: 558,762 shares 558,762 $32.5M 5.04% +20,921 Timeline SPYG 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: 124,333 shares; 2024Q4: 124,584 shares; 2025Q1: 127,735 shares; 2025Q2: 130,922 shares; 2025Q3: 204,147 shares; 2025Q4: 207,074 shares; 2026Q1: 212,889 shares; 2026Q2: 206,125 shares 206,125 $24.5M 3.8% -6,764 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,823 shares; 2024Q4: 202,647 shares; 2025Q1: 147,114 shares; 2025Q2: 173,145 shares; 2025Q3: 218,405 shares; 2025Q4: 228,930 shares; 2026Q1: 238,741 shares; 2026Q2: 233,739 shares 233,739 $22.6M 3.49% -5,002 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: 100,972 shares; 2024Q4: 90,736 shares; 2025Q1: 95,872 shares; 2025Q2: 206,491 shares; 2025Q3: 93,279 shares; 2025Q4: 94,032 shares; 2026Q1: 95,957 shares; 2026Q2: 96,394 shares 96,394 $19.3M 2.99% +437 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: 66,396 shares; 2024Q4: 68,523 shares; 2025Q1: 66,540 shares; 2025Q2: 68,788 shares; 2025Q3: 57,935 shares; 2025Q4: 58,064 shares; 2026Q1: 61,444 shares; 2026Q2: 61,540 shares 61,540 $17.8M 2.76% +96 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: 44,235 shares; 2024Q4: 42,567 shares; 2025Q1: 29,785 shares; 2025Q2: 31,261 shares; 2025Q3: 30,089 shares; 2025Q4: 30,345 shares; 2026Q1: 31,871 shares; 2026Q2: 32,064 shares 32,064 $12.1M 1.88% +193 Timeline DWX 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: 79,662 shares; 2024Q4: 82,821 shares; 2025Q1: 177,699 shares; 2025Q2: 228,260 shares; 2025Q3: 225,608 shares; 2025Q4: 235,513 shares; 2026Q1: 248,172 shares; 2026Q2: 251,768 shares 251,768 $11.6M 1.79% +3,596 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: 35,750 shares; 2024Q4: 32,135 shares; 2025Q1: 29,326 shares; 2025Q2: 31,236 shares; 2025Q3: 28,807 shares; 2025Q4: 28,784 shares; 2026Q1: 29,972 shares; 2026Q2: 31,008 shares 31,008 $11.1M 1.72% +1,036 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,388 shares; 2025Q2: 81,569 shares; 2025Q3: 83,055 shares; 2025Q4: 86,126 shares; 2026Q1: 87,778 shares; 2026Q2: 86,904 shares 86,904 $10.8M 1.68% -874 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: 31,009 shares; 2024Q4: 32,262 shares; 2025Q1: 28,181 shares; 2025Q2: 38,984 shares; 2025Q3: 29,235 shares; 2025Q4: 30,407 shares; 2026Q1: 30,994 shares; 2026Q2: 27,147 shares 27,147 $10.1M 1.57% -3,847 Timeline XMHQ 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: 58,095 shares; 2024Q4: 51,704 shares; 2025Q1: 78,959 shares; 2025Q2: 80,358 shares; 2025Q3: 79,325 shares; 2025Q4: 82,057 shares; 2026Q1: 85,920 shares; 2026Q2: 87,752 shares 87,752 $9.91M 1.53% +1,832 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,175 shares; 2024Q4: 130,623 shares; 2025Q1: 156,630 shares; 2025Q2: 237,086 shares; 2025Q3: 165,446 shares; 2025Q4: 162,452 shares; 2026Q1: 172,926 shares; 2026Q2: 167,105 shares 167,105 $9.44M 1.46% -5,821 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: 37,170 shares; 2024Q4: 41,201 shares; 2025Q1: 36,979 shares; 2025Q2: 44,100 shares; 2025Q3: 38,570 shares; 2025Q4: 39,236 shares; 2026Q1: 40,260 shares; 2026Q2: 38,597 shares 38,597 $9.2M 1.42% -1,663 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: 27,079 shares; 2024Q4: 25,808 shares; 2025Q1: 26,764 shares; 2025Q2: 29,143 shares; 2025Q3: 26,055 shares; 2025Q4: 26,611 shares; 2026Q1: 27,642 shares; 2026Q2: 27,164 shares 27,164 $8.89M 1.38% -478 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: 11,404 shares; 2024Q4: 12,072 shares; 2025Q1: 12,512 shares; 2025Q2: 12,601 shares; 2025Q3: 13,073 shares; 2025Q4: 12,867 shares; 2026Q1: 13,336 shares; 2026Q2: 11,939 shares 11,939 $8.63M 1.34% -1,397 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: 6,359 shares; 2024Q4: 6,089 shares; 2025Q1: 8,992 shares; 2025Q2: 9,676 shares; 2025Q3: 7,670 shares; 2025Q4: 7,514 shares; 2026Q1: 8,550 shares; 2026Q2: 8,092 shares 8,092 $8.62M 1.33% -458 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,703 shares; 2024Q4: 9,541 shares; 2025Q1: 54,141 shares; 2025Q2: 69,769 shares; 2025Q3: 77,340 shares; 2025Q4: 81,375 shares; 2026Q1: 89,722 shares; 2026Q2: 88,570 shares 88,570 $7.79M 1.21% -1,152 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 7,728 shares; 2025Q1: 47,341 shares; 2025Q2: 63,921 shares; 2025Q3: 70,464 shares; 2025Q4: 72,450 shares; 2026Q1: 80,495 shares; 2026Q2: 79,916 shares 79,916 $7.46M 1.16% -579 Timeline AVLV 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: 83,271 shares; 2024Q4: 82,616 shares; 2025Q1: 88,266 shares; 2025Q2: 94,001 shares; 2025Q3: 86,836 shares; 2025Q4: 85,832 shares; 2026Q1: 82,788 shares; 2026Q2: 78,094 shares 78,094 $7.12M 1.1% -4,694 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,723 shares; 2025Q2: 17,502 shares; 2025Q3: 17,254 shares; 2025Q4: 16,888 shares; 2026Q1: 17,131 shares; 2026Q2: 15,543 shares 15,543 $6.74M 1.04% -1,588 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: 13,508 shares; 2024Q4: 13,217 shares; 2025Q1: 11,435 shares; 2025Q2: 11,321 shares; 2025Q3: 11,202 shares; 2025Q4: 11,995 shares; 2026Q1: 11,638 shares; 2026Q2: 11,321 shares 11,321 $6.38M 0.99% -317 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: 198,535 shares; 2024Q4: 207,868 shares; 2025Q1: 87,996 shares; 2025Q2: 115,012 shares; 2025Q3: 82,879 shares; 2025Q4: 81,085 shares; 2026Q1: 76,524 shares; 2026Q2: 74,019 shares 74,019 $5.61M 0.87% -2,505 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: 4,344 shares; 2024Q4: 4,799 shares; 2025Q1: 5,461 shares; 2025Q2: 5,447 shares; 2025Q3: 5,709 shares; 2025Q4: 5,790 shares; 2026Q1: 5,404 shares; 2026Q2: 5,451 shares 5,451 $5.51M 0.85% +47 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: 41,845 shares; 2024Q4: 44,382 shares; 2025Q1: 54,831 shares; 2025Q2: 55,862 shares; 2025Q3: 46,146 shares; 2025Q4: 45,707 shares; 2026Q1: 46,918 shares; 2026Q2: 61,178 shares 61,178 $5.37M 0.83% +14,260 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: 59,189 shares; 2024Q4: 66,704 shares; 2025Q1: 58,207 shares; 2025Q2: 61,457 shares; 2025Q3: 60,073 shares; 2025Q4: 61,000 shares; 2026Q1: 64,186 shares; 2026Q2: 61,641 shares 61,641 $5.01M 0.78% -2,545 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,146 shares; 2024Q4: 11,872 shares; 2025Q1: 24,432 shares; 2025Q2: 23,690 shares; 2025Q3: 23,844 shares; 2025Q4: 24,127 shares; 2026Q1: 23,279 shares; 2026Q2: 23,122 shares 23,122 $4.83M 0.75% -157 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: 1,154 shares; 2024Q4: 5,489 shares; 2025Q1: 8,131 shares; 2025Q2: 8,375 shares; 2025Q3: 8,122 shares; 2025Q4: 8,287 shares; 2026Q1: 9,392 shares; 2026Q2: 9,129 shares 9,129 $4.65M 0.72% -263 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,614 shares; 2025Q2: 17,934 shares; 2025Q3: 18,713 shares; 2025Q4: 18,741 shares; 2026Q1: 20,485 shares; 2026Q2: 20,132 shares 20,132 $4.62M 0.72% -353 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: not reported; 2025Q2: 34,078 shares; 2025Q3: 36,029 shares; 2025Q4: 36,729 shares; 2026Q1: 39,568 shares; 2026Q2: 44,190 shares 44,190 $4.57M 0.71% +4,622 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: 24,304 shares; 2024Q4: 20,716 shares; 2025Q1: 19,720 shares; 2025Q2: 20,845 shares; 2025Q3: 18,247 shares; 2025Q4: 18,132 shares; 2026Q1: 18,094 shares; 2026Q2: 17,251 shares 17,251 $4.38M 0.68% -843 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: 38,734 shares; 2024Q4: 42,683 shares; 2025Q1: 32,680 shares; 2025Q2: 36,923 shares; 2025Q3: 33,279 shares; 2025Q4: 33,968 shares; 2026Q1: 30,999 shares; 2026Q2: 31,396 shares 31,396 $4.29M 0.66% +397 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: 131,753 shares; 2024Q4: 33,060 shares; 2025Q1: 19,114 shares; 2025Q2: 29,941 shares; 2025Q3: 33,749 shares; 2025Q4: 43,210 shares; 2026Q1: 43,460 shares; 2026Q2: 46,391 shares 46,391 $4.25M 0.66% +2,931 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,811 shares; 2024Q4: 46,327 shares; 2025Q1: 37,899 shares; 2025Q2: 38,422 shares; 2025Q3: 38,036 shares; 2025Q4: 38,177 shares; 2026Q1: 37,640 shares; 2026Q2: 73,480 shares 73,480 $4.13M 0.64% +35,840 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,325 shares; 2025Q2: 16,757 shares; 2025Q3: 16,890 shares; 2025Q4: 16,843 shares; 2026Q1: 18,974 shares; 2026Q2: 35,072 shares 35,072 $4.12M 0.64% +16,098 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,108 shares; 2025Q2: 7,079 shares; 2025Q3: 7,086 shares; 2025Q4: 7,479 shares; 2026Q1: 9,477 shares; 2026Q2: 9,665 shares 9,665 $4.12M 0.64% +188 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,212 shares; 2024Q4: 13,627 shares; 2025Q1: 12,921 shares; 2025Q2: 12,749 shares; 2025Q3: 14,080 shares; 2025Q4: 14,299 shares; 2026Q1: 17,056 shares; 2026Q2: 14,595 shares 14,595 $3.97M 0.61% -2,461 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: 4,540 shares; 2024Q4: 4,917 shares; 2025Q1: 3,038 shares; 2025Q2: 3,652 shares; 2025Q3: 3,248 shares; 2025Q4: 3,202 shares; 2026Q1: 2,953 shares; 2026Q2: 3,192 shares 3,192 $3.83M 0.59% +239 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,091 shares; 2024Q4: 36,451 shares; 2025Q1: 32,548 shares; 2025Q2: 31,957 shares; 2025Q3: 31,989 shares; 2025Q4: 32,044 shares; 2026Q1: 34,612 shares; 2026Q2: 36,691 shares 36,691 $3.81M 0.59% +2,079 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,659 shares; 2025Q2: 8,385 shares; 2025Q3: 8,378 shares; 2025Q4: 8,371 shares; 2026Q1: 8,689 shares; 2026Q2: 9,046 shares 9,046 $3.8M 0.59% +357 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: 1,410 shares; 2024Q4: 1,979 shares; 2025Q1: 1,798 shares; 2025Q2: 1,600 shares; 2025Q3: 1,676 shares; 2025Q4: 1,666 shares; 2026Q1: 1,366 shares; 2026Q2: 12,171 shares 12,171 $3.67M 0.57% +10,805 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,384 shares; 2025Q1: 2,243 shares; 2025Q2: 2,069 shares; 2025Q3: 2,355 shares; 2025Q4: 2,422 shares; 2026Q1: 2,698 shares; 2026Q2: 2,493 shares 2,493 $3.39M 0.53% -205 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,302 shares; 2024Q4: 7,547 shares; 2025Q1: 5,135 shares; 2025Q2: 5,137 shares; 2025Q3: 5,169 shares; 2025Q4: 5,295 shares; 2026Q1: 7,040 shares; 2026Q2: 8,055 shares 8,055 $3.35M 0.52% +1,015 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,686 shares; 2024Q4: 10,449 shares; 2025Q1: 10,449 shares; 2025Q2: 69,847 shares; 2025Q3: 10,449 shares; 2025Q4: 65,686 shares; 2026Q1: 65,686 shares; 2026Q2: 65,686 shares 65,686 $3.27M 0.51% 0 Timeline DVYA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,414 shares; 2024Q4: 33,611 shares; 2025Q1: 56,806 shares; 2025Q2: 62,143 shares; 2025Q3: 64,333 shares; 2025Q4: 65,829 shares; 2026Q1: 69,823 shares; 2026Q2: 69,051 shares 69,051 $3.27M 0.51% -772 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: 8,054 shares; 2024Q4: 8,236 shares; 2025Q1: 8,762 shares; 2025Q2: 9,467 shares; 2025Q3: 9,133 shares; 2025Q4: 9,112 shares; 2026Q1: 8,742 shares; 2026Q2: 8,937 shares 8,937 $3.24M 0.5% +195 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,016 shares; 2024Q4: 47,191 shares; 2025Q1: 78,495 shares; 2025Q2: 83,365 shares; 2025Q3: 93,686 shares; 2025Q4: 94,656 shares; 2026Q1: 100,943 shares; 2026Q2: 100,138 shares 100,138 $3.23M 0.5% -805 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: 23,543 shares; 2024Q4: 16,846 shares; 2025Q1: 15,932 shares; 2025Q2: 21,666 shares; 2025Q3: 17,452 shares; 2025Q4: 18,312 shares; 2026Q1: 21,570 shares; 2026Q2: 21,941 shares 21,941 $3.22M 0.5% +371 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: 4,348 shares; 2024Q4: 4,698 shares; 2025Q1: 10,045 shares; 2025Q2: 8,141 shares; 2025Q3: 7,932 shares; 2025Q4: 7,685 shares; 2026Q1: 7,025 shares; 2026Q2: 4,876 shares 4,876 $3.2M 0.5% -2,149 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: 8,821 shares; 2024Q4: 8,036 shares; 2025Q1: 7,336 shares; 2025Q2: 9,295 shares; 2025Q3: 8,402 shares; 2025Q4: 8,735 shares; 2026Q1: 9,218 shares; 2026Q2: 9,071 shares 9,071 $3.11M 0.48% -147 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,279 shares; 2024Q4: 6,376 shares; 2025Q1: 7,837 shares; 2025Q2: 9,267 shares; 2025Q3: 7,455 shares; 2025Q4: 7,501 shares; 2026Q1: 20,740 shares; 2026Q2: 18,541 shares 18,541 $3.07M 0.48% -2,199 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: 2,601 shares 2,601 $3M 0.46% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,024 shares 10,024 $2.99M 0.46% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,605 shares; 2024Q4: 9,320 shares; 2025Q1: 7,835 shares; 2025Q2: 10,631 shares; 2025Q3: 8,055 shares; 2025Q4: 8,105 shares; 2026Q1: 8,143 shares; 2026Q2: 8,227 shares 8,227 $2.91M 0.45% +84 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: 5,549 shares; 2024Q4: 5,510 shares; 2025Q1: 4,954 shares; 2025Q2: 5,769 shares; 2025Q3: 5,336 shares; 2025Q4: 5,517 shares; 2026Q1: 5,893 shares; 2026Q2: 5,568 shares 5,568 $2.86M 0.44% -325 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,036 shares; 2025Q2: 15,655 shares; 2025Q3: 24,034 shares; 2025Q4: 25,110 shares; 2026Q1: 26,896 shares; 2026Q2: 29,625 shares 29,625 $2.85M 0.44% +2,729 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,906 shares; 2024Q4: 8,904 shares; 2025Q1: 7,821 shares; 2025Q2: 7,949 shares; 2025Q3: 7,856 shares; 2025Q4: 7,940 shares; 2026Q1: 8,156 shares; 2026Q2: 8,257 shares 8,257 $2.81M 0.44% +101 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: 10,742 shares; 2024Q4: 10,073 shares; 2025Q1: 8,651 shares; 2025Q2: 10,130 shares; 2025Q3: 9,401 shares; 2025Q4: 10,305 shares; 2026Q1: 10,882 shares; 2026Q2: 7,935 shares 7,935 $2.8M 0.43% -2,947 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: 8,489 shares; 2024Q4: 7,876 shares; 2025Q1: 6,199 shares; 2025Q2: 7,310 shares; 2025Q3: 6,331 shares; 2025Q4: 6,451 shares; 2026Q1: 8,623 shares; 2026Q2: 10,088 shares 10,088 $2.73M 0.42% +1,465 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: 7,306 shares; 2024Q4: 6,934 shares; 2025Q1: 6,715 shares; 2025Q2: 7,219 shares; 2025Q3: 7,489 shares; 2025Q4: 7,673 shares; 2026Q1: 7,991 shares; 2026Q2: 8,077 shares 8,077 $2.67M 0.41% +86 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: 20,300 shares; 2024Q4: 41,120 shares; 2025Q1: 24,516 shares; 2025Q2: 27,864 shares; 2025Q3: 24,415 shares; 2025Q4: 24,995 shares; 2026Q1: 25,099 shares; 2026Q2: 22,955 shares 22,955 $2.6M 0.4% -2,144 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,350 shares 4,350 $2.53M 0.39% new 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: 3,233 shares; 2024Q4: 4,643 shares; 2025Q1: 5,243 shares; 2025Q2: 5,176 shares; 2025Q3: 5,414 shares; 2025Q4: 5,643 shares; 2026Q1: 6,570 shares; 2026Q2: 6,594 shares 6,594 $2.47M 0.38% +24 Timeline XSHD 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: 38,122 shares; 2024Q4: 75,291 shares; 2025Q1: 101,930 shares; 2025Q2: 137,934 shares; 2025Q3: 142,775 shares; 2025Q4: 146,937 shares; 2026Q1: 177,636 shares; 2026Q2: 173,987 shares 173,987 $2.46M 0.38% -3,649 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: 4,093 shares; 2024Q4: 4,323 shares; 2025Q1: 2,827 shares; 2025Q2: 2,789 shares; 2025Q3: 3,056 shares; 2025Q4: 3,233 shares; 2026Q1: 3,119 shares; 2026Q2: 2,621 shares 2,621 $2.45M 0.38% -498 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: 551 shares; 2024Q4: 551 shares; 2025Q1: 593 shares; 2025Q2: 1,117 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 645 shares; 2026Q2: 18,027 shares 18,027 $2.15M 0.33% +17,382 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: 8,024 shares; 2024Q4: 14,634 shares; 2025Q1: 12,222 shares; 2025Q2: 14,567 shares; 2025Q3: 14,329 shares; 2025Q4: 14,511 shares; 2026Q1: 15,025 shares; 2026Q2: 14,062 shares 14,062 $2.13M 0.33% -963 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: 30,437 shares; 2024Q4: 111,322 shares; 2025Q1: 78,635 shares; 2025Q2: 131,432 shares; 2025Q3: 72,085 shares; 2025Q4: 69,825 shares; 2026Q1: 63,406 shares; 2026Q2: 59,830 shares 59,830 $1.9M 0.29% -3,576 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: 3,859 shares; 2025Q2: 6,204 shares; 2025Q3: 6,694 shares; 2025Q4: 6,639 shares; 2026Q1: 6,902 shares; 2026Q2: 6,585 shares 6,585 $1.85M 0.29% -317 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: 13,770 shares; 2024Q4: 15,019 shares; 2025Q1: 16,568 shares; 2025Q2: 19,957 shares; 2025Q3: 18,831 shares; 2025Q4: 20,008 shares; 2026Q1: 21,447 shares; 2026Q2: 20,782 shares 20,782 $1.83M 0.28% -665 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: 12,982 shares 12,982 $1.81M 0.28% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,371 shares; 2024Q4: 18,075 shares; 2025Q1: 15,052 shares; 2025Q2: 14,504 shares; 2025Q3: 16,797 shares; 2025Q4: 17,110 shares; 2026Q1: 18,308 shares; 2026Q2: 19,478 shares 19,478 $1.79M 0.28% +1,170 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares; 2026Q2: 9,001 shares 9,001 $1.71M 0.27% +7,366 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,035 shares; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,219 shares; 2026Q2: 8,935 shares 8,935 $1.7M 0.26% -2,284 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: 9,475 shares; 2024Q4: 11,686 shares; 2025Q1: 12,229 shares; 2025Q2: 12,545 shares; 2025Q3: 12,355 shares; 2025Q4: 12,306 shares; 2026Q1: 12,316 shares; 2026Q2: 12,020 shares 12,020 $1.68M 0.26% -296 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 5,332 shares; 2025Q1: 17,485 shares; 2025Q2: 22,609 shares; 2025Q3: 12,077 shares; 2025Q4: 11,781 shares; 2026Q1: 12,971 shares; 2026Q2: 13,080 shares 13,080 $1.66M 0.26% +109 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,124 shares; 2024Q4: 6,497 shares; 2025Q1: 14,966 shares; 2025Q2: 20,445 shares; 2025Q3: 20,986 shares; 2025Q4: 21,263 shares; 2026Q1: 23,791 shares; 2026Q2: 23,669 shares 23,669 $1.62M 0.25% -122 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: 17,819 shares; 2024Q4: 20,418 shares; 2025Q1: 27,939 shares; 2025Q2: 39,125 shares; 2025Q3: 32,909 shares; 2025Q4: 33,114 shares; 2026Q1: 37,830 shares; 2026Q2: 37,940 shares 37,940 $1.61M 0.25% +110 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: 15,868 shares; 2024Q4: 17,326 shares; 2025Q1: 26,953 shares; 2025Q2: 32,915 shares; 2025Q3: 26,316 shares; 2025Q4: 26,276 shares; 2026Q1: 28,024 shares; 2026Q2: 28,063 shares 28,063 $1.6M 0.25% +39 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,681 shares; 2024Q4: 36,693 shares; 2025Q1: 39,181 shares; 2025Q2: 44,504 shares; 2025Q3: 34,847 shares; 2025Q4: 35,683 shares; 2026Q1: 39,679 shares; 2026Q2: 16,062 shares 16,062 $1.54M 0.24% -23,617 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: 26,605 shares; 2024Q4: 28,155 shares; 2025Q1: 6,068 shares; 2025Q2: 7,759 shares; 2025Q3: 5,627 shares; 2025Q4: 5,619 shares; 2026Q1: 6,012 shares; 2026Q2: 6,000 shares 6,000 $1.51M 0.23% -12 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,017 shares; 2024Q4: 7,584 shares; 2025Q1: 10,189 shares; 2025Q2: 12,558 shares; 2025Q3: 11,351 shares; 2025Q4: 11,387 shares; 2026Q1: 12,674 shares; 2026Q2: 12,711 shares 12,711 $1.49M 0.23% +37 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: 2,847 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $1.39M 0.21% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 6,721 shares; 2025Q1: 12,755 shares; 2025Q2: 13,945 shares; 2025Q3: 15,139 shares; 2025Q4: 15,055 shares; 2026Q1: 15,925 shares; 2026Q2: 15,681 shares 15,681 $1.3M 0.2% -244 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,013 shares; 2024Q4: 18,871 shares; 2025Q1: 16,125 shares; 2025Q2: 15,004 shares; 2025Q3: 14,085 shares; 2025Q4: 13,551 shares; 2026Q1: 13,357 shares; 2026Q2: 12,074 shares 12,074 $1.26M 0.19% -1,283 Timeline SPDG 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: 38,130 shares; 2024Q4: 38,255 shares; 2025Q1: 30,868 shares; 2025Q2: 32,377 shares; 2025Q3: 29,916 shares; 2025Q4: 29,204 shares; 2026Q1: 28,293 shares; 2026Q2: 26,301 shares 26,301 $1.22M 0.19% -1,992 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: 1,321 shares; 2024Q4: not reported; 2025Q1: 5,342 shares; 2025Q2: 6,183 shares; 2025Q3: 5,990 shares; 2025Q4: 5,988 shares; 2026Q1: 5,943 shares; 2026Q2: 6,387 shares 6,387 $1.18M 0.18% +444 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: 2,389 shares; 2025Q3: 7,143 shares; 2025Q4: 9,206 shares; 2026Q1: 7,718 shares; 2026Q2: 8,038 shares 8,038 $1.18M 0.18% +320 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,861 shares; 2024Q4: 13,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,950 shares 26,950 $1.11M 0.17% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,537 shares; 2025Q1: 15,559 shares; 2025Q2: 23,091 shares; 2025Q3: 19,761 shares; 2025Q4: 19,319 shares; 2026Q1: 18,974 shares; 2026Q2: 19,057 shares 19,057 $1.1M 0.17% +83 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: 1,768 shares; 2024Q4: 2,558 shares; 2025Q1: 3,287 shares; 2025Q2: 3,529 shares; 2025Q3: 3,552 shares; 2025Q4: 3,591 shares; 2026Q1: 4,086 shares; 2026Q2: 4,056 shares 4,056 $1.1M 0.17% -30 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,073 shares; 2025Q3: 4,387 shares; 2025Q4: 4,520 shares; 2026Q1: 5,304 shares; 2026Q2: 5,255 shares 5,255 $1.08M 0.17% -49 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,211 shares; 2025Q1: 48,232 shares; 2025Q2: 44,521 shares; 2025Q3: 41,910 shares; 2025Q4: 41,769 shares; 2026Q1: 43,571 shares; 2026Q2: 43,466 shares 43,466 $1.05M 0.16% -105 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,234 shares; 2024Q4: 13,524 shares; 2025Q1: 6,864 shares; 2025Q2: 8,880 shares; 2025Q3: 7,093 shares; 2025Q4: 6,988 shares; 2026Q1: 7,744 shares; 2026Q2: 7,691 shares 7,691 $1.04M 0.16% -53 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: 6,894 shares; 2024Q4: 7,217 shares; 2025Q1: 7,999 shares; 2025Q2: 9,479 shares; 2025Q3: 10,542 shares; 2025Q4: 10,494 shares; 2026Q1: 13,074 shares; 2026Q2: 6,402 shares 6,402 $1M 0.16% -6,672 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: 2,958 shares; 2024Q4: 3,193 shares; 2025Q1: 6,825 shares; 2025Q2: 8,273 shares; 2025Q3: 6,678 shares; 2025Q4: 6,907 shares; 2026Q1: 6,746 shares; 2026Q2: 6,269 shares 6,269 $991K 0.15% -477 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: 1,164 shares; 2024Q4: 1,192 shares; 2025Q1: 1,325 shares; 2025Q2: 3,332 shares; 2025Q3: 1,337 shares; 2025Q4: 1,336 shares; 2026Q1: 1,329 shares; 2026Q2: 1,329 shares 1,329 $979K 0.15% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 908 shares; 2025Q3: 807 shares; 2025Q4: 830 shares; 2026Q1: 984 shares; 2026Q2: 993 shares 993 $955K 0.15% +9 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: 1,371 shares; 2024Q4: 1,458 shares; 2025Q1: 1,474 shares; 2025Q2: 1,528 shares; 2025Q3: 1,742 shares; 2025Q4: 9,367 shares; 2026Q1: 15,004 shares; 2026Q2: 9,445 shares 9,445 $938K 0.15% -5,559 Timeline XOP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,955 shares 5,955 $919K 0.14% 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: 4,751 shares; 2024Q4: 4,774 shares; 2025Q1: 920 shares; 2025Q2: 939 shares; 2025Q3: 993 shares; 2025Q4: 1,031 shares; 2026Q1: 1,732 shares; 2026Q2: 1,747 shares 1,747 $906K 0.14% +15 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,770 shares; 2025Q3: 1,167 shares; 2025Q4: 1,199 shares; 2026Q1: 1,195 shares; 2026Q2: 1,194 shares 1,194 $892K 0.14% -1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,964 shares; 2024Q4: 6,048 shares; 2025Q1: 6,033 shares; 2025Q2: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 5,684 shares; 2026Q1: 5,473 shares; 2026Q2: 5,296 shares 5,296 $883K 0.14% -177 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: 51,424 shares; 2024Q4: 59,638 shares; 2025Q1: 66,439 shares; 2025Q2: 70,950 shares; 2025Q3: 36,199 shares; 2025Q4: 40,337 shares; 2026Q1: 39,630 shares; 2026Q2: 31,545 shares 31,545 $774K 0.12% -8,085 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: not reported; 2026Q1: not reported; 2026Q2: 5,084 shares 5,084 $593K 0.09% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,974 shares; 2025Q4: 6,074 shares; 2026Q1: 8,530 shares; 2026Q2: 8,521 shares 8,521 $578K 0.09% -9 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,950 shares; 2024Q4: 174,141 shares; 2025Q1: 179,641 shares; 2025Q2: 175,611 shares; 2025Q3: 17,943 shares; 2025Q4: 17,513 shares; 2026Q1: 7,409 shares; 2026Q2: 7,127 shares 7,127 $515K 0.08% -282 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: 578 shares; 2024Q4: 679 shares; 2025Q1: 852 shares; 2025Q2: 1,032 shares; 2025Q3: 893 shares; 2025Q4: 934 shares; 2026Q1: 994 shares; 2026Q2: 1,032 shares 1,032 $420K 0.07% +38 Timeline FLTR 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: 737,942 shares; 2024Q4: 25,930 shares; 2025Q1: 17,418 shares; 2025Q2: 46,310 shares; 2025Q3: 17,973 shares; 2025Q4: 17,608 shares; 2026Q1: 17,462 shares; 2026Q2: 16,023 shares 16,023 $410K 0.06% -1,439 Timeline SPAB 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: 8,995 shares; 2025Q1: 9,318 shares; 2025Q2: 9,952 shares; 2025Q3: 11,400 shares; 2025Q4: 13,049 shares; 2026Q1: 14,504 shares; 2026Q2: 13,871 shares 13,871 $354K 0.05% -633 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 13,448 shares 13,448 $345K 0.05% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,605 shares 4,605 $338K 0.05% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,608 shares; 2024Q4: 8,852 shares; 2025Q1: 19,506 shares; 2025Q2: 63,786 shares; 2025Q3: 19,916 shares; 2025Q4: 20,464 shares; 2026Q1: 18,823 shares; 2026Q2: 8,362 shares 8,362 $337K 0.05% -10,461 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,934 shares; 2025Q1: 3,547 shares; 2025Q2: 4,457 shares; 2025Q3: 2,762 shares; 2025Q4: 1,780 shares; 2026Q1: 2,030 shares; 2026Q2: 1,995 shares 1,995 $284K 0.04% -35 Timeline IYZ 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: 6,211 shares 6,211 $263K 0.04% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 2,566 shares; 2025Q2: 5,874 shares; 2025Q3: 2,780 shares; 2025Q4: 2,779 shares; 2026Q1: 2,779 shares; 2026Q2: 2,669 shares 2,669 $257K 0.04% -110 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,201 shares; 2024Q4: 3,201 shares; 2025Q1: 3,201 shares; 2025Q2: 4,745 shares; 2025Q3: 3,201 shares; 2025Q4: 3,200 shares; 2026Q1: 3,139 shares; 2026Q2: 3,139 shares 3,139 $252K 0.04% 0 Timeline XSW 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,452 shares 1,452 $249K 0.04% new 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: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $245K 0.04% new Timeline XLC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $233K 0.04% new 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: 9,563 shares; 2024Q4: 9,628 shares; 2025Q1: 8,059 shares; 2025Q2: 9,400 shares; 2025Q3: 8,097 shares; 2025Q4: 8,275 shares; 2026Q1: 733 shares; 2026Q2: 455 shares 455 $228K 0.04% -278 Timeline RPV 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: 7,055 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,760 shares 1,760 $200K 0.03% new Timeline