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: 5,958 shares; 2024Q4: 5,652 shares; 2025Q1: 5,752 shares; 2025Q2: 11,150 shares; 2025Q3: 11,106 shares; 2025Q4: 11,834 shares; 2026Q1: 61,582 shares; 2026Q2: 63,293 shares 63,293 $43.5M 12.2% +1,711 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459,639 shares; 2024Q4: 463,208 shares; 2025Q1: 482,805 shares; 2025Q2: 485,100 shares; 2025Q3: 497,055 shares; 2025Q4: 517,867 shares; 2026Q1: 474,684 shares; 2026Q2: 483,912 shares 483,912 $36.6M 10.27% +9,228 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,388 shares; 2024Q4: 668,387 shares; 2025Q1: 792,539 shares; 2025Q2: 812,962 shares; 2025Q3: 849,737 shares; 2025Q4: 902,349 shares; 2026Q1: 782,710 shares; 2026Q2: 803,919 shares 803,919 $33M 9.27% +21,209 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: 36,423 shares; 2024Q4: 37,026 shares; 2025Q1: 37,802 shares; 2025Q2: 37,227 shares; 2025Q3: 37,890 shares; 2025Q4: 39,164 shares; 2026Q1: 57,102 shares; 2026Q2: 346,628 shares 346,628 $29.9M 8.38% +289,526 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,257 shares; 2024Q4: 61,736 shares; 2025Q1: 62,121 shares; 2025Q2: 59,170 shares; 2025Q3: 59,595 shares; 2025Q4: 64,905 shares; 2026Q1: 216,837 shares; 2026Q2: 220,164 shares 220,164 $22.5M 6.32% +3,327 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: 45,591 shares; 2024Q4: 47,293 shares; 2025Q1: 48,652 shares; 2025Q2: 48,694 shares; 2025Q3: 50,031 shares; 2025Q4: 50,758 shares; 2026Q1: 75,208 shares; 2026Q2: 76,185 shares 76,185 $16.6M 4.66% +977 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,067 shares; 2026Q1: 184,999 shares; 2026Q2: 193,511 shares 193,511 $13.8M 3.87% +8,512 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,407 shares; 2024Q4: 430,715 shares; 2025Q1: 431,740 shares; 2025Q2: 413,665 shares; 2025Q3: 215,509 shares; 2025Q4: 216,427 shares; 2026Q1: 160,735 shares; 2026Q2: 163,213 shares 163,213 $10.2M 2.85% +2,478 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: 34,678 shares; 2024Q4: 33,775 shares; 2025Q1: 33,721 shares; 2025Q2: 34,064 shares; 2025Q3: 34,271 shares; 2025Q4: 34,600 shares; 2026Q1: 34,326 shares; 2026Q2: 33,908 shares 33,908 $9.81M 2.75% -418 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,722 shares; 2024Q4: 85,012 shares; 2025Q1: 86,800 shares; 2025Q2: 85,566 shares; 2025Q3: 86,333 shares; 2025Q4: 88,782 shares; 2026Q1: 89,134 shares; 2026Q2: 88,710 shares 88,710 $7.91M 2.22% -424 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: 34,872 shares; 2024Q4: 34,700 shares; 2025Q1: 34,681 shares; 2025Q2: 32,539 shares; 2025Q3: 32,531 shares; 2025Q4: 32,531 shares; 2026Q1: 32,371 shares; 2026Q2: 32,157 shares 32,157 $7.06M 1.98% -214 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,581 shares; 2024Q4: 22,068 shares; 2025Q1: 22,980 shares; 2025Q2: 23,272 shares; 2025Q3: 23,546 shares; 2025Q4: 24,173 shares; 2026Q1: 28,880 shares; 2026Q2: 29,816 shares 29,816 $7.06M 1.98% +936 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,327 shares; 2024Q4: 34,616 shares; 2025Q1: 56,760 shares; 2025Q2: 53,558 shares; 2025Q3: 74,669 shares; 2025Q4: 79,922 shares; 2026Q1: 88,481 shares; 2026Q2: 91,115 shares 91,115 $6.94M 1.95% +2,634 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: 5,402 shares; 2024Q4: 5,288 shares; 2025Q1: 5,268 shares; 2025Q2: 6,251 shares; 2025Q3: 6,036 shares; 2025Q4: 6,036 shares; 2026Q1: 5,968 shares; 2026Q2: 6,061 shares 6,061 $4.46M 1.25% +93 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: 7,400 shares; 2024Q4: 7,504 shares; 2025Q1: 7,703 shares; 2025Q2: 7,964 shares; 2025Q3: 7,954 shares; 2025Q4: 7,613 shares; 2026Q1: 7,902 shares; 2026Q2: 7,357 shares 7,357 $4.27M 1.2% -545 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: 13,892 shares; 2024Q4: 13,752 shares; 2025Q1: 13,757 shares; 2025Q2: 14,804 shares; 2025Q3: 15,083 shares; 2025Q4: 15,848 shares; 2026Q1: 16,359 shares; 2026Q2: 16,590 shares 16,590 $3.95M 1.11% +231 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 90,100 shares; 2026Q2: 93,724 shares 93,724 $3.87M 1.09% +3,624 Timeline VHT 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: 13,914 shares; 2024Q4: 12,738 shares; 2025Q1: 12,325 shares; 2025Q2: 12,102 shares; 2025Q3: 11,894 shares; 2025Q4: 11,894 shares; 2026Q1: 11,894 shares; 2026Q2: 12,142 shares 12,142 $3.63M 1.02% +248 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: 8,391 shares; 2024Q4: 8,135 shares; 2025Q1: 8,110 shares; 2025Q2: 8,236 shares; 2025Q3: 8,676 shares; 2025Q4: 9,194 shares; 2026Q1: 9,487 shares; 2026Q2: 9,491 shares 9,491 $3.54M 0.99% +4 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: 39,191 shares; 2024Q4: 38,642 shares; 2025Q1: 38,137 shares; 2025Q2: 37,793 shares; 2025Q3: 36,550 shares; 2025Q4: 36,521 shares; 2026Q1: 35,694 shares; 2026Q2: 35,616 shares 35,616 $3.44M 0.96% -78 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,514 shares; 2025Q2: 9,932 shares; 2025Q3: 23,644 shares; 2025Q4: 49,853 shares; 2026Q1: 55,369 shares; 2026Q2: 64,202 shares 64,202 $3.03M 0.85% +8,833 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: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,136 shares; 2026Q2: 25,088 shares 25,088 $3M 0.84% +21,952 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: 10,975 shares; 2024Q4: 10,519 shares; 2025Q1: 12,068 shares; 2025Q2: 11,963 shares; 2025Q3: 12,696 shares; 2025Q4: 14,807 shares; 2026Q1: 15,799 shares; 2026Q2: 14,499 shares 14,499 $2.9M 0.81% -1,300 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: 7,919 shares; 2024Q4: 7,921 shares; 2025Q1: 8,014 shares; 2025Q2: 8,279 shares; 2025Q3: 8,619 shares; 2025Q4: 9,023 shares; 2026Q1: 8,831 shares; 2026Q2: 8,648 shares 8,648 $2.83M 0.79% -183 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,434 shares; 2024Q4: 19,930 shares; 2025Q1: 19,854 shares; 2025Q2: 17,493 shares; 2025Q3: 16,957 shares; 2025Q4: 16,151 shares; 2026Q1: 15,647 shares; 2026Q2: 14,999 shares 14,999 $2.22M 0.62% -648 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: 6,267 shares; 2024Q4: 6,278 shares; 2025Q1: 6,234 shares; 2025Q2: 5,683 shares; 2025Q3: 5,828 shares; 2025Q4: 5,999 shares; 2026Q1: 6,258 shares; 2026Q2: 6,025 shares 6,025 $2.13M 0.6% -233 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: 1,995 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,985 shares; 2025Q3: 1,985 shares; 2025Q4: 2,730 shares; 2026Q1: 2,727 shares; 2026Q2: 2,726 shares 2,726 $2.04M 0.57% -1 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: 24,825 shares; 2024Q4: 25,225 shares; 2025Q1: 24,875 shares; 2025Q2: 24,835 shares; 2025Q3: 25,015 shares; 2025Q4: 25,307 shares; 2026Q1: 24,546 shares; 2026Q2: 24,396 shares 24,396 $1.88M 0.53% -150 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: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,848 shares; 2025Q2: 2,433 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,341 shares 2,341 $1.75M 0.49% 0 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,830 shares; 2025Q1: 12,320 shares; 2025Q2: 6,024 shares; 2025Q3: 10,199 shares; 2025Q4: 14,777 shares; 2026Q1: 16,970 shares; 2026Q2: 21,429 shares 21,429 $1.72M 0.48% +4,459 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,331 shares; 2024Q4: 18,244 shares; 2025Q1: 15,344 shares; 2025Q2: 15,394 shares; 2025Q3: 17,419 shares; 2025Q4: 17,731 shares; 2026Q1: 19,925 shares; 2026Q2: 19,972 shares 19,972 $1.71M 0.48% +47 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: 977 shares; 2024Q4: 1,012 shares; 2025Q1: 1,033 shares; 2025Q2: 1,163 shares; 2025Q3: 1,179 shares; 2025Q4: 1,277 shares; 2026Q1: 1,343 shares; 2026Q2: 1,420 shares 1,420 $1.7M 0.48% +77 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: 36,484 shares; 2024Q4: 36,423 shares; 2025Q1: 37,944 shares; 2025Q2: 38,458 shares; 2025Q3: 39,566 shares; 2025Q4: 41,498 shares; 2026Q1: 14,768 shares; 2026Q2: 29,355 shares 29,355 $1.65M 0.46% +14,587 Timeline LEND SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 62,939 shares 62,939 $1.58M 0.44% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,575 shares; 2024Q4: 21,518 shares; 2025Q1: 22,912 shares; 2025Q2: 25,803 shares; 2025Q3: 26,226 shares; 2025Q4: 27,448 shares; 2026Q1: 10,796 shares; 2026Q2: 53,971 shares 53,971 $1.48M 0.42% +43,175 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: 3,482 shares; 2024Q4: 3,464 shares; 2025Q1: 3,473 shares; 2025Q2: 3,265 shares; 2025Q3: 3,452 shares; 2025Q4: 3,996 shares; 2026Q1: 4,055 shares; 2026Q2: 4,053 shares 4,053 $1.45M 0.41% -2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,199 shares; 2026Q2: 41,578 shares 41,578 $1.38M 0.39% +5,379 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,326 shares; 2024Q4: 3,346 shares; 2025Q1: 3,347 shares; 2025Q2: 3,363 shares; 2025Q3: 3,404 shares; 2025Q4: 3,476 shares; 2026Q1: 3,493 shares; 2026Q2: 3,500 shares 3,500 $1.29M 0.36% +7 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: 8,752 shares; 2024Q4: 8,597 shares; 2025Q1: 8,568 shares; 2025Q2: 8,856 shares; 2025Q3: 8,881 shares; 2025Q4: 9,466 shares; 2026Q1: 10,106 shares; 2026Q2: 9,260 shares 9,260 $1.27M 0.36% -846 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: 3,482 shares; 2024Q4: 3,502 shares; 2025Q1: 3,498 shares; 2025Q2: 3,593 shares; 2025Q3: 3,694 shares; 2025Q4: 3,801 shares; 2026Q1: 3,796 shares; 2026Q2: 3,647 shares 3,647 $1.25M 0.35% -149 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: 8,688 shares; 2024Q4: 8,655 shares; 2025Q1: 8,688 shares; 2025Q2: 8,532 shares; 2025Q3: 8,556 shares; 2025Q4: 8,687 shares; 2026Q1: 8,470 shares; 2026Q2: 8,471 shares 8,471 $1.24M 0.35% +1 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,381 shares; 2025Q1: 1,381 shares; 2025Q2: 1,573 shares; 2025Q3: 1,647 shares; 2025Q4: 2,093 shares; 2026Q1: 2,155 shares; 2026Q2: 2,180 shares 2,180 $1.23M 0.34% +25 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,126 shares; 2024Q4: 5,117 shares; 2025Q1: 5,115 shares; 2025Q2: 5,137 shares; 2025Q3: 5,115 shares; 2025Q4: 5,131 shares; 2026Q1: 5,143 shares; 2026Q2: 5,136 shares 5,136 $1.22M 0.34% -7 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,421 shares; 2025Q1: 1,417 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,723 shares; 2026Q1: 2,246 shares; 2026Q2: 2,260 shares 2,260 $1.13M 0.32% +14 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: 1,446 shares; 2024Q4: 1,445 shares; 2025Q1: 1,446 shares; 2025Q2: 1,364 shares; 2025Q3: 2,825 shares; 2025Q4: 2,924 shares; 2026Q1: 2,871 shares; 2026Q2: 2,872 shares 2,872 $1.01M 0.28% +1 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,198 shares; 2024Q4: 14,078 shares; 2025Q1: 14,308 shares; 2025Q2: 16,808 shares; 2025Q3: 14,658 shares; 2025Q4: 14,658 shares; 2026Q1: 14,658 shares; 2026Q2: 20,208 shares 20,208 $911K 0.26% +5,550 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 929 shares; 2025Q3: 1,577 shares; 2025Q4: 2,192 shares; 2026Q1: 2,399 shares; 2026Q2: 2,398 shares 2,398 $906K 0.25% -1 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 8,841 shares; 2026Q2: 8,841 shares 8,841 $893K 0.25% 0 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,398 shares; 2025Q1: 23,422 shares; 2025Q2: 22,571 shares; 2025Q3: 22,510 shares; 2025Q4: 27,382 shares; 2026Q1: 25,353 shares; 2026Q2: 25,021 shares 25,021 $888K 0.25% -332 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 2,994 shares; 2025Q1: 2,999 shares; 2025Q2: 3,216 shares; 2025Q3: 3,174 shares; 2025Q4: 3,547 shares; 2026Q1: 3,401 shares; 2026Q2: 3,381 shares 3,381 $859K 0.24% -20 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: 776 shares; 2026Q1: 941 shares; 2026Q2: 743 shares 743 $857K 0.24% -198 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,965 shares; 2024Q4: 9,115 shares; 2025Q1: 43,903 shares; 2025Q2: 46,222 shares; 2025Q3: 44,645 shares; 2025Q4: 42,463 shares; 2026Q1: 10,698 shares; 2026Q2: 14,849 shares 14,849 $839K 0.24% +4,151 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,510 shares; 2024Q4: 5,510 shares; 2025Q1: 5,510 shares; 2025Q2: 4,535 shares; 2025Q3: 4,520 shares; 2025Q4: 3,970 shares; 2026Q1: 3,971 shares; 2026Q2: 3,941 shares 3,941 $839K 0.24% -30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,971 shares; 2024Q4: 9,955 shares; 2025Q1: 9,974 shares; 2025Q2: 8,257 shares; 2025Q3: 9,996 shares; 2025Q4: 6,874 shares; 2026Q1: 6,896 shares; 2026Q2: 7,118 shares 7,118 $765K 0.21% +222 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,555 shares; 2024Q4: 7,855 shares; 2025Q1: 27,162 shares; 2025Q2: 29,342 shares; 2025Q3: 28,023 shares; 2025Q4: 26,956 shares; 2026Q1: 8,796 shares; 2026Q2: 11,965 shares 11,965 $735K 0.21% +3,169 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,160 shares; 2024Q4: 18,300 shares; 2025Q1: 12,100 shares; 2025Q2: 20,390 shares; 2025Q3: 20,390 shares; 2025Q4: 24,350 shares; 2026Q1: 13,400 shares; 2026Q2: 14,549 shares 14,549 $735K 0.21% +1,149 Timeline VDE 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: 6,950 shares; 2024Q4: 6,386 shares; 2025Q1: 6,316 shares; 2025Q2: 5,928 shares; 2025Q3: 5,478 shares; 2025Q4: 5,298 shares; 2026Q1: 5,049 shares; 2026Q2: 4,799 shares 4,799 $721K 0.2% -250 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: 14,928 shares; 2024Q4: 14,889 shares; 2025Q1: 14,409 shares; 2025Q2: 13,330 shares; 2025Q3: 12,091 shares; 2025Q4: 11,906 shares; 2026Q1: 11,906 shares; 2026Q2: 11,902 shares 11,902 $710K 0.2% -4 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,642 shares; 2024Q4: 15,712 shares; 2025Q1: 15,712 shares; 2025Q2: 15,712 shares; 2025Q3: 15,712 shares; 2025Q4: 15,712 shares; 2026Q1: 15,422 shares; 2026Q2: 15,422 shares 15,422 $705K 0.2% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 854 shares; 2026Q1: 850 shares; 2026Q2: 950 shares 950 $687K 0.19% +100 Timeline VDC 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: 3,212 shares; 2024Q4: 3,177 shares; 2025Q1: 3,122 shares; 2025Q2: 3,122 shares; 2025Q3: 3,092 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares; 2026Q2: 2,912 shares 2,912 $657K 0.18% 0 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: 4,246 shares; 2024Q4: 3,950 shares; 2025Q1: 4,003 shares; 2025Q2: 4,248 shares; 2025Q3: 5,062 shares; 2025Q4: 5,305 shares; 2026Q1: 5,412 shares; 2026Q2: 5,466 shares 5,466 $642K 0.18% +54 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,111 shares; 2024Q4: 5,153 shares; 2025Q1: 5,218 shares; 2025Q2: 5,343 shares; 2025Q3: 4,633 shares; 2025Q4: 4,874 shares; 2026Q1: 4,970 shares; 2026Q2: 4,994 shares 4,994 $642K 0.18% +24 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,771 shares; 2026Q1: 60,804 shares; 2026Q2: 53,959 shares 53,959 $642K 0.18% -6,845 Timeline RWL 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: 9,389 shares; 2024Q4: 9,389 shares; 2025Q1: 9,389 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares; 2026Q1: 4,522 shares; 2026Q2: 4,522 shares 4,522 $578K 0.16% 0 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: not reported; 2025Q1: 1,537 shares; 2025Q2: not reported; 2025Q3: 2,357 shares; 2025Q4: 2,994 shares; 2026Q1: 3,022 shares; 2026Q2: 3,021 shares 3,021 $573K 0.16% -1 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 11,942 shares; 2025Q1: 11,943 shares; 2025Q2: 11,945 shares; 2025Q3: 11,940 shares; 2025Q4: 12,097 shares; 2026Q1: 12,172 shares; 2026Q2: 12,170 shares 12,170 $567K 0.16% -2 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,702 shares; 2025Q1: 24,602 shares; 2025Q2: 12,495 shares; 2025Q3: 11,327 shares; 2025Q4: 11,327 shares; 2026Q1: 19,094 shares; 2026Q2: 10,701 shares 10,701 $563K 0.16% -8,393 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: 850 shares; 2024Q4: 881 shares; 2025Q1: 1,089 shares; 2025Q2: 1,200 shares; 2025Q3: 979 shares; 2025Q4: 1,259 shares; 2026Q1: 1,230 shares; 2026Q2: 1,226 shares 1,226 $516K 0.14% -4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,448 shares; 2024Q4: 3,233 shares; 2025Q1: 2,719 shares; 2025Q2: 2,457 shares; 2025Q3: 2,471 shares; 2025Q4: 2,418 shares; 2026Q1: 2,160 shares; 2026Q2: 2,040 shares 2,040 $507K 0.14% -120 Timeline USXF 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: 3,728 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares; 2026Q2: 7,083 shares 7,083 $492K 0.14% +630 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,695 shares; 2026Q1: 4,695 shares; 2026Q2: 4,695 shares 4,695 $488K 0.14% 0 Timeline VPU 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: 2,124 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,485 shares; 2026Q1: 2,485 shares; 2026Q2: 2,485 shares 2,485 $486K 0.14% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,694 shares; 2024Q4: 10,694 shares; 2025Q1: 10,694 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,964 shares; 2026Q1: 4,964 shares; 2026Q2: 4,964 shares 4,964 $478K 0.13% 0 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: 1,506 shares; 2024Q4: 1,706 shares; 2025Q1: 1,706 shares; 2025Q2: 1,656 shares; 2025Q3: 1,657 shares; 2025Q4: 1,966 shares; 2026Q1: 1,746 shares; 2026Q2: 5,885 shares 5,885 $474K 0.13% +4,139 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: 1,411 shares; 2024Q4: 1,322 shares; 2025Q1: 1,285 shares; 2025Q2: 1,239 shares; 2025Q3: 1,443 shares; 2025Q4: 1,668 shares; 2026Q1: 1,876 shares; 2026Q2: 1,881 shares 1,881 $473K 0.13% +5 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,509 shares 1,509 $457K 0.13% -25 Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,103 shares; 2025Q1: 9,121 shares; 2025Q2: 9,071 shares; 2025Q3: 9,023 shares; 2025Q4: 11,038 shares; 2026Q1: 10,856 shares; 2026Q2: 10,536 shares 10,536 $422K 0.12% -320 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,483 shares; 2024Q4: 11,005 shares; 2025Q1: 11,005 shares; 2025Q2: 11,275 shares; 2025Q3: 11,275 shares; 2025Q4: 11,981 shares; 2026Q1: 11,981 shares; 2026Q2: 12,165 shares 12,165 $419K 0.12% +184 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 15,534 shares; 2026Q1: 15,738 shares; 2026Q2: 15,758 shares 15,758 $418K 0.12% +20 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: 5,814 shares; 2024Q4: 5,826 shares; 2025Q1: 5,951 shares; 2025Q2: 6,852 shares; 2025Q3: 6,670 shares; 2025Q4: 7,642 shares; 2026Q1: 7,346 shares; 2026Q2: 7,305 shares 7,305 $416K 0.12% -41 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,542 shares; 2025Q1: 10,550 shares; 2025Q2: 10,527 shares; 2025Q3: 10,522 shares; 2025Q4: 12,378 shares; 2026Q1: 12,376 shares; 2026Q2: 12,367 shares 12,367 $415K 0.12% -9 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: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 3,847 shares; 2025Q2: 3,604 shares; 2025Q3: 3,604 shares; 2025Q4: 3,303 shares; 2026Q1: 3,303 shares; 2026Q2: 3,303 shares 3,303 $412K 0.12% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,695 shares; 2024Q4: 5,647 shares; 2025Q1: 5,648 shares; 2025Q2: 5,626 shares; 2025Q3: 5,668 shares; 2025Q4: 5,662 shares; 2026Q1: 5,654 shares; 2026Q2: 5,665 shares 5,665 $409K 0.11% +11 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: not reported; 2026Q2: 2,125 shares 2,125 $398K 0.11% 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: 725 shares; 2026Q2: 810 shares 810 $387K 0.11% +85 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: 2,672 shares 2,672 $373K 0.1% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,355 shares; 2025Q1: 2,447 shares; 2025Q2: 2,704 shares; 2025Q3: 3,059 shares; 2025Q4: 3,486 shares; 2026Q1: 3,284 shares; 2026Q2: 3,288 shares 3,288 $372K 0.1% +4 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,923 shares; 2024Q4: 7,923 shares; 2025Q1: 7,923 shares; 2025Q2: 3,547 shares; 2025Q3: 3,547 shares; 2025Q4: 3,547 shares; 2026Q1: 3,547 shares; 2026Q2: 3,547 shares 3,547 $371K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,258 shares; 2025Q4: 2,531 shares; 2026Q1: 2,609 shares; 2026Q2: 2,624 shares 2,624 $367K 0.1% +15 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: 1,070 shares; 2024Q4: 1,050 shares; 2025Q1: 1,055 shares; 2025Q2: 1,008 shares; 2025Q3: 1,059 shares; 2025Q4: 1,086 shares; 2026Q1: 1,095 shares; 2026Q2: 995 shares 995 $360K 0.1% -100 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: 3,359 shares; 2024Q4: 3,102 shares; 2025Q1: 3,112 shares; 2025Q2: 3,289 shares; 2025Q3: 3,134 shares; 2025Q4: 3,141 shares; 2026Q1: 3,151 shares; 2026Q2: 3,162 shares 3,162 $350K 0.1% +11 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT 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: 8,821 shares; 2026Q1: 8,827 shares; 2026Q2: 9,540 shares 9,540 $330K 0.09% +713 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 277 shares; 2026Q2: 281 shares 281 $330K 0.09% +4 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,234 shares; 2025Q1: 12,234 shares; 2025Q2: 8,012 shares; 2025Q3: 7,463 shares; 2025Q4: 7,463 shares; 2026Q1: 7,249 shares; 2026Q2: 7,777 shares 7,777 $328K 0.09% +528 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 834 shares; 2025Q4: 950 shares; 2026Q1: 850 shares; 2026Q2: 862 shares 862 $322K 0.09% +12 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: 338 shares; 2024Q4: 337 shares; 2025Q1: 336 shares; 2025Q2: 277 shares; 2025Q3: 305 shares; 2025Q4: 361 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $316K 0.09% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,778 shares; 2026Q1: 6,774 shares; 2026Q2: 7,393 shares 7,393 $313K 0.09% +619 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: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 681 shares; 2026Q1: 712 shares; 2026Q2: 719 shares 719 $306K 0.09% +7 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,639 shares; 2026Q2: 5,639 shares 5,639 $302K 0.08% 0 Timeline XVV 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: 4,825 shares; 2026Q1: 5,225 shares; 2026Q2: 5,225 shares 5,225 $297K 0.08% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $293K 0.08% 0 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: 1,022 shares; 2024Q4: 966 shares; 2025Q1: 970 shares; 2025Q2: 1,024 shares; 2025Q3: 1,020 shares; 2025Q4: 1,069 shares; 2026Q1: 1,086 shares; 2026Q2: 1,062 shares 1,062 $287K 0.08% -24 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,295 shares; 2025Q3: 4,385 shares; 2025Q4: 4,385 shares; 2026Q1: 4,385 shares; 2026Q2: 3,785 shares 3,785 $286K 0.08% -600 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,341 shares; 2025Q1: 6,482 shares; 2025Q2: 6,407 shares; 2025Q3: 6,327 shares; 2025Q4: 6,327 shares; 2026Q1: 6,672 shares; 2026Q2: 6,807 shares 6,807 $282K 0.08% +135 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,688 shares; 2024Q4: not reported; 2025Q1: 5,688 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 6,038 shares; 2026Q1: 6,038 shares; 2026Q2: 6,495 shares 6,495 $281K 0.08% +457 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $279K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,740 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $275K 0.08% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 2,512 shares; 2025Q1: 2,512 shares; 2025Q2: 2,512 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $273K 0.08% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,497 shares; 2026Q1: 3,291 shares; 2026Q2: 3,291 shares 3,291 $273K 0.08% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 5,087 shares; 2026Q1: 5,087 shares; 2026Q2: 5,087 shares 5,087 $271K 0.08% 0 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: 19,460 shares; 2024Q4: 14,925 shares; 2025Q1: 14,831 shares; 2025Q2: 14,098 shares; 2025Q3: 10,651 shares; 2025Q4: 11,013 shares; 2026Q1: 11,231 shares; 2026Q2: 10,717 shares 10,717 $263K 0.07% -514 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN 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: 2,401 shares; 2026Q1: 2,401 shares; 2026Q2: 2,401 shares 2,401 $259K 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 2,881 shares; 2026Q1: 2,926 shares; 2026Q2: 2,942 shares 2,942 $258K 0.07% +16 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,617 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares; 2026Q2: 2,625 shares 2,625 $256K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,638 shares; 2026Q2: 1,684 shares 1,684 $255K 0.07% +46 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,752 shares; 2024Q4: 24,230 shares; 2025Q1: 21,701 shares; 2025Q2: 21,228 shares; 2025Q3: 21,301 shares; 2025Q4: 22,049 shares; 2026Q1: not reported; 2026Q2: 4,149 shares 4,149 $252K 0.07% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $251K 0.07% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,118 shares; 2026Q2: 7,406 shares 7,406 $251K 0.07% +288 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 2,097 shares; 2025Q1: 2,066 shares; 2025Q2: 2,066 shares; 2025Q3: 2,064 shares; 2025Q4: 2,116 shares; 2026Q1: 2,127 shares; 2026Q2: 2,127 shares 2,127 $250K 0.07% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 11,000 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $241K 0.07% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732 $238K 0.07% new Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,450 shares 3,450 $233K 0.07% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $227K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $226K 0.06% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 8,755 shares 8,755 $224K 0.06% -3,745 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 318 shares 318 $224K 0.06% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 264 shares; 2026Q1: 359 shares; 2026Q2: 356 shares 356 $222K 0.06% -3 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219 $221K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 731 shares 731 $221K 0.06% 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: not reported; 2026Q1: not reported; 2026Q2: 1,206 shares 1,206 $218K 0.06% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 4,180 shares; 2026Q1: 11,554 shares; 2026Q2: 4,267 shares 4,267 $216K 0.06% -7,287 Timeline TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,829 shares 4,829 $215K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $214K 0.06% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares 868 $214K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $213K 0.06% new Timeline IXN 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: 1,467 shares 1,467 $212K 0.06% new 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: not reported; 2026Q1: not reported; 2026Q2: 106 shares 106 $211K 0.06% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: not reported; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,544 shares; 2026Q1: 1,556 shares; 2026Q2: 1,556 shares 1,556 $205K 0.06% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198 $205K 0.06% new Timeline PSFF PACER FDS TR More: the full row for PACER FDS 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: 5,931 shares 5,931 $203K 0.06% new Timeline SBGI SINCLAIR INC More: the full row for SINCLAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,479 shares; 2024Q4: 12,479 shares; 2025Q1: 12,479 shares; 2025Q2: 12,479 shares; 2025Q3: 12,460 shares; 2025Q4: 12,460 shares; 2026Q1: 12,460 shares; 2026Q2: 12,460 shares 12,460 $178K 0.05% 0 Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,653 shares; 2024Q4: 16,643 shares; 2025Q1: 16,643 shares; 2025Q2: 16,643 shares; 2025Q3: 23,643 shares; 2025Q4: 30,143 shares; 2026Q1: 44,720 shares; 2026Q2: 89,220 shares 89,220 $137K 0.04% +44,500 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,602 shares; 2026Q2: 10,575 shares 10,575 $115K 0.03% -27 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 10,000 shares 10,000 $46.2K 0.01% new Timeline