SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 505,777 shares; 2023Q1: 415,964 shares; 2023Q2: 1,665,758 shares; 2023Q3: 1,706,300 shares; 2023Q4: 2,182,484 shares; 2024Q1: 3,722,265 shares; 2024Q2: 3,904,509 shares 3,904,509 $251M 29.47% +182,244 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; 2022Q3: restricted; 2022Q4: 153,752 shares; 2023Q1: 214,277 shares; 2023Q2: 204,658 shares; 2023Q3: 197,840 shares; 2023Q4: 190,225 shares; 2024Q1: 1,128,581 shares; 2024Q2: 1,183,519 shares 1,183,519 $92M 10.81% +54,938 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,193 shares; 2023Q1: 4,710 shares; 2023Q2: 5,387 shares; 2023Q3: 5,984 shares; 2023Q4: 6,788 shares; 2024Q1: 285,804 shares; 2024Q2: 301,434 shares 301,434 $61.2M 7.19% +15,630 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 42,978 shares; 2023Q1: 38,172 shares; 2023Q2: 39,634 shares; 2023Q3: 40,736 shares; 2023Q4: 52,334 shares; 2024Q1: 80,006 shares; 2024Q2: 84,678 shares 84,678 $46.3M 5.44% +4,672 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; 2022Q3: restricted; 2022Q4: 15,722 shares; 2023Q1: 12,835 shares; 2023Q2: 493,399 shares; 2023Q3: 505,739 shares; 2023Q4: 520,465 shares; 2024Q1: 520,503 shares; 2024Q2: 534,944 shares 534,944 $45.8M 5.38% +14,441 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; 2022Q3: restricted; 2022Q4: 97,382 shares; 2023Q1: 98,918 shares; 2023Q2: 163,758 shares; 2023Q3: 165,991 shares; 2023Q4: 168,235 shares; 2024Q1: 139,374 shares; 2024Q2: 144,582 shares 144,582 $37.7M 4.43% +5,208 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 633,978 shares; 2024Q1: 683,309 shares; 2024Q2: 704,061 shares 704,061 $33.1M 3.89% +20,752 Timeline JPIE 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 353,455 shares; 2023Q3: 371,979 shares; 2023Q4: 385,051 shares; 2024Q1: 579,962 shares; 2024Q2: 601,177 shares 601,177 $27.3M 3.21% +21,215 Timeline QQQM 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; 2022Q3: restricted; 2022Q4: 120,965 shares; 2023Q1: 275,466 shares; 2023Q2: 271,293 shares; 2023Q3: 271,247 shares; 2023Q4: 262,323 shares; 2024Q1: 88,895 shares; 2024Q2: 87,929 shares 87,929 $17.3M 2.04% -966 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 222,306 shares; 2023Q3: 231,474 shares; 2023Q4: 238,221 shares; 2024Q1: 251,218 shares; 2024Q2: 258,663 shares 258,663 $13.3M 1.56% +7,445 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 57,880 shares; 2023Q1: 49,059 shares; 2023Q2: 46,622 shares; 2023Q3: 46,990 shares; 2023Q4: 47,326 shares; 2024Q1: 46,915 shares; 2024Q2: 61,608 shares 61,608 $13M 1.52% +14,693 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,589 shares; 2023Q2: 6,873 shares; 2023Q3: 6,668 shares; 2023Q4: 6,210 shares; 2024Q1: 5,348 shares; 2024Q2: 111,800 shares 111,800 $10.9M 1.28% +106,452 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,893 shares; 2023Q1: 3,901 shares; 2023Q2: 4,205 shares; 2023Q3: 4,299 shares; 2023Q4: 4,607 shares; 2024Q1: 4,499 shares; 2024Q2: 60,521 shares 60,521 $7.48M 0.88% +56,022 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,391 shares; 2023Q1: 11,637 shares; 2023Q2: 11,509 shares; 2023Q3: 11,944 shares; 2023Q4: 12,732 shares; 2024Q1: 12,500 shares; 2024Q2: 15,837 shares 15,837 $7.08M 0.83% +3,337 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 55,402 shares; 2023Q1: 71,907 shares; 2023Q2: 79,719 shares; 2023Q3: 79,818 shares; 2023Q4: 84,546 shares; 2024Q1: 82,416 shares; 2024Q2: 82,585 shares 82,585 $6.47M 0.76% +169 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; 2022Q3: restricted; 2022Q4: 10,960 shares; 2023Q1: 9,788 shares; 2023Q2: 9,386 shares; 2023Q3: 9,011 shares; 2023Q4: 9,029 shares; 2024Q1: 9,028 shares; 2024Q2: 9,257 shares 9,257 $5.34M 0.63% +229 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31,348 shares; 2023Q3: 33,649 shares; 2023Q4: 35,088 shares; 2024Q1: 34,013 shares; 2024Q2: 41,961 shares 41,961 $4.83M 0.57% +7,948 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 73,850 shares; 2023Q1: 97,815 shares; 2023Q2: 101,095 shares; 2023Q3: 101,396 shares; 2023Q4: 66,669 shares; 2024Q1: 51,601 shares; 2024Q2: 51,879 shares 51,879 $4.45M 0.52% +278 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; 2022Q3: restricted; 2022Q4: 1,795 shares; 2023Q1: 880 shares; 2023Q2: 880 shares; 2023Q3: 890 shares; 2023Q4: 961 shares; 2024Q1: 775 shares; 2024Q2: 3,949 shares 3,949 $3.58M 0.42% +3,174 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 34,898 shares 34,898 $3.27M 0.38% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 69,319 shares; 2023Q1: 65,252 shares; 2023Q2: 62,625 shares; 2023Q3: 59,082 shares; 2023Q4: 58,247 shares; 2024Q1: 57,144 shares; 2024Q2: 55,739 shares 55,739 $3.12M 0.37% -1,405 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 75,790 shares 75,790 $2.91M 0.34% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,984 shares 37,984 $2.91M 0.34% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,498 shares; 2023Q1: 4,763 shares; 2023Q2: 3,543 shares; 2023Q3: 3,168 shares; 2023Q4: 4,005 shares; 2024Q1: 3,325 shares; 2024Q2: 26,951 shares 26,951 $2.87M 0.34% +23,626 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; 2022Q3: restricted; 2022Q4: 4,829 shares; 2023Q1: 4,851 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,546 shares; 2024Q2: 10,211 shares 10,211 $2.73M 0.32% +8,665 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,897 shares; 2023Q1: 5,195 shares; 2023Q2: 5,005 shares; 2023Q3: 5,072 shares; 2023Q4: 6,706 shares; 2024Q1: 7,136 shares; 2024Q2: 14,912 shares 14,912 $2.72M 0.32% +7,776 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 29,837 shares; 2023Q1: 28,760 shares; 2023Q2: 27,695 shares; 2023Q3: 26,204 shares; 2023Q4: 25,651 shares; 2024Q1: 25,384 shares; 2024Q2: 25,237 shares 25,237 $2.59M 0.3% -147 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; 2022Q3: restricted; 2022Q4: 3,544 shares; 2023Q1: 3,575 shares; 2023Q2: 2,975 shares; 2023Q3: 2,943 shares; 2023Q4: 2,881 shares; 2024Q1: 3,133 shares; 2024Q2: 6,334 shares 6,334 $2.58M 0.3% +3,201 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; 2022Q3: restricted; 2022Q4: 3,862 shares; 2023Q1: 3,231 shares; 2023Q2: 3,214 shares; 2023Q3: 3,535 shares; 2023Q4: 4,252 shares; 2024Q1: 4,185 shares; 2024Q2: 5,365 shares 5,365 $2.57M 0.3% +1,180 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 45,756 shares; 2023Q1: 48,932 shares; 2023Q2: 50,503 shares; 2023Q3: 49,989 shares; 2023Q4: 30,995 shares; 2024Q1: 29,334 shares; 2024Q2: 29,744 shares 29,744 $2.5M 0.29% +410 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,599 shares 14,599 $2.46M 0.29% new Timeline XLY 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; 2022Q3: restricted; 2022Q4: 16,114 shares; 2023Q1: 15,004 shares; 2023Q2: 14,414 shares; 2023Q3: 13,806 shares; 2023Q4: 13,856 shares; 2024Q1: 13,551 shares; 2024Q2: 13,382 shares 13,382 $2.44M 0.29% -169 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; 2022Q3: restricted; 2022Q4: 5,919 shares; 2023Q1: 6,302 shares; 2023Q2: 5,620 shares; 2023Q3: 5,626 shares; 2023Q4: 5,890 shares; 2024Q1: 5,990 shares; 2024Q2: 6,468 shares 6,468 $2.42M 0.28% +478 Timeline XLP 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; 2022Q3: restricted; 2022Q4: 36,814 shares; 2023Q1: 35,220 shares; 2023Q2: 34,336 shares; 2023Q3: 32,505 shares; 2023Q4: 32,440 shares; 2024Q1: 31,376 shares; 2024Q2: 31,138 shares 31,138 $2.38M 0.28% -238 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; 2022Q3: restricted; 2022Q4: 9,104 shares; 2023Q1: 7,531 shares; 2023Q2: 7,525 shares; 2023Q3: 8,345 shares; 2023Q4: 9,072 shares; 2024Q1: 9,738 shares; 2024Q2: 11,397 shares 11,397 $2.31M 0.27% +1,659 Timeline XMMO 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; 2022Q3: restricted; 2022Q4: 24,294 shares; 2023Q1: 23,179 shares; 2023Q2: 22,186 shares; 2023Q3: 21,849 shares; 2023Q4: 20,887 shares; 2024Q1: 20,039 shares; 2024Q2: 19,848 shares 19,848 $2.26M 0.27% -191 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 24,752 shares; 2023Q1: 26,017 shares; 2023Q2: 27,617 shares; 2023Q3: 27,817 shares; 2023Q4: 28,367 shares; 2024Q1: 28,381 shares; 2024Q2: 28,920 shares 28,920 $2.24M 0.26% +539 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,341 shares; 2023Q1: 4,369 shares; 2023Q2: 4,249 shares; 2023Q3: 4,333 shares; 2023Q4: 4,867 shares; 2024Q1: 4,227 shares; 2024Q2: 12,148 shares 12,148 $2.23M 0.26% +7,921 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,986 shares; 2023Q1: 14,805 shares; 2023Q2: 13,504 shares; 2023Q3: 12,060 shares; 2023Q4: 11,960 shares; 2024Q1: 34,068 shares; 2024Q2: 33,916 shares 33,916 $2.21M 0.26% -152 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 42,563 shares 42,563 $2.12M 0.25% new 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; 2022Q3: restricted; 2022Q4: 8,285 shares; 2023Q1: 6,895 shares; 2023Q2: 6,654 shares; 2023Q3: 7,745 shares; 2023Q4: 7,794 shares; 2024Q1: 7,572 shares; 2024Q2: 10,471 shares 10,471 $2.02M 0.24% +2,899 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,986 shares; 2023Q1: 4,015 shares; 2023Q2: 4,027 shares; 2023Q3: 4,036 shares; 2023Q4: 4,057 shares; 2024Q1: 4,082 shares; 2024Q2: 18,377 shares 18,377 $1.91M 0.22% +14,295 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 49,327 shares 49,327 $1.76M 0.21% new 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; 2022Q3: restricted; 2022Q4: 2,685 shares; 2023Q1: 2,747 shares; 2023Q2: 2,707 shares; 2023Q3: 2,745 shares; 2023Q4: 2,879 shares; 2024Q1: 2,996 shares; 2024Q2: 3,384 shares 3,384 $1.72M 0.2% +388 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; 2022Q3: restricted; 2022Q4: 3,073 shares; 2023Q1: 3,328 shares; 2023Q2: 3,291 shares; 2023Q3: 3,143 shares; 2023Q4: 3,164 shares; 2024Q1: 3,183 shares; 2024Q2: 3,372 shares 3,372 $1.69M 0.2% +189 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 69,127 shares 69,127 $1.61M 0.19% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 58,523 shares 58,523 $1.55M 0.18% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,377 shares; 2023Q1: 7,460 shares; 2023Q2: 7,436 shares; 2023Q3: 8,350 shares; 2023Q4: 8,152 shares; 2024Q1: 8,576 shares; 2024Q2: 9,041 shares 9,041 $1.54M 0.18% +465 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,755 shares; 2023Q1: 8,757 shares; 2023Q2: 8,499 shares; 2023Q3: 8,293 shares; 2023Q4: 8,293 shares; 2024Q1: 8,045 shares; 2024Q2: 7,818 shares 7,818 $1.54M 0.18% -227 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; 2022Q3: restricted; 2022Q4: 2,809 shares; 2023Q1: 2,060 shares; 2023Q2: 1,960 shares; 2023Q3: 1,916 shares; 2023Q4: 1,918 shares; 2024Q1: 1,546 shares; 2024Q2: 3,044 shares 3,044 $1.53M 0.18% +1,498 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; 2022Q3: restricted; 2022Q4: 7,402 shares; 2023Q1: 8,212 shares; 2023Q2: 7,587 shares; 2023Q3: 7,601 shares; 2023Q4: 8,046 shares; 2024Q1: 7,692 shares; 2024Q2: 9,429 shares 9,429 $1.51M 0.18% +1,737 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,512 shares; 2023Q1: 3,743 shares; 2023Q2: 3,404 shares; 2023Q3: 32,324 shares; 2023Q4: 34,348 shares; 2024Q1: 34,089 shares; 2024Q2: 32,316 shares 32,316 $1.48M 0.17% -1,773 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,460 shares; 2023Q1: 7,747 shares; 2023Q2: 12,208 shares; 2023Q3: 12,567 shares; 2023Q4: 12,705 shares; 2024Q1: 13,233 shares; 2024Q2: 13,646 shares 13,646 $1.4M 0.16% +413 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; 2022Q3: restricted; 2022Q4: 3,478 shares; 2023Q1: 2,998 shares; 2023Q2: 2,997 shares; 2023Q3: 3,074 shares; 2023Q4: 2,814 shares; 2024Q1: 2,889 shares; 2024Q2: 2,978 shares 2,978 $1.39M 0.16% +89 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,499 shares; 2023Q1: 3,191 shares; 2023Q2: 3,150 shares; 2023Q3: 3,201 shares; 2023Q4: 3,361 shares; 2024Q1: 3,720 shares; 2024Q2: 5,130 shares 5,130 $1.35M 0.16% +1,410 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; 2022Q3: restricted; 2022Q4: 3,460 shares; 2023Q1: 3,468 shares; 2023Q2: 3,403 shares; 2023Q3: 3,403 shares; 2023Q4: 3,292 shares; 2024Q1: 3,608 shares; 2024Q2: 3,911 shares 3,911 $1.35M 0.16% +303 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; 2022Q3: restricted; 2022Q4: 8,396 shares; 2023Q1: 8,416 shares; 2023Q2: 7,966 shares; 2023Q3: 7,262 shares; 2023Q4: 7,211 shares; 2024Q1: 7,715 shares; 2024Q2: 8,145 shares 8,145 $1.34M 0.16% +430 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 2,370 shares; 2023Q2: 2,376 shares; 2023Q3: 2,376 shares; 2023Q4: 2,394 shares; 2024Q1: 2,277 shares; 2024Q2: 11,561 shares 11,561 $1.3M 0.15% +9,284 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 347,392 shares; 2023Q1: 372,079 shares; 2023Q2: 23,207 shares; 2023Q3: 17,804 shares; 2023Q4: 14,176 shares; 2024Q1: 14,033 shares; 2024Q2: 14,050 shares 14,050 $1.28M 0.15% +17 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 10,425 shares; 2023Q1: 6,941 shares; 2023Q2: 6,934 shares; 2023Q3: 7,867 shares; 2023Q4: 7,972 shares; 2024Q1: 8,273 shares; 2024Q2: 16,852 shares 16,852 $1.22M 0.14% +8,579 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,358 shares; 2023Q1: 6,965 shares; 2023Q2: 6,833 shares; 2023Q3: 6,609 shares; 2023Q4: 6,112 shares; 2024Q1: 6,264 shares; 2024Q2: 7,046 shares 7,046 $1.21M 0.14% +782 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; 2022Q3: restricted; 2022Q4: 40,048 shares; 2023Q1: 11,126 shares; 2023Q2: 6,957 shares; 2023Q3: 8,500 shares; 2023Q4: 12,845 shares; 2024Q1: 17,161 shares; 2024Q2: 23,516 shares 23,516 $1.16M 0.14% +6,355 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 7,385 shares; 2023Q1: 6,959 shares; 2023Q2: 6,455 shares; 2023Q3: 5,787 shares; 2023Q4: 6,469 shares; 2024Q1: 6,774 shares; 2024Q2: 7,702 shares 7,702 $1.13M 0.13% +928 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,815 shares; 2023Q1: 6,079 shares; 2023Q2: 10,068 shares; 2023Q3: 9,583 shares; 2023Q4: 8,594 shares; 2024Q1: 10,012 shares; 2024Q2: 10,486 shares 10,486 $1.12M 0.13% +474 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 35,706 shares; 2023Q1: 30,303 shares; 2023Q2: 21,317 shares; 2023Q3: 22,268 shares; 2023Q4: 14,490 shares; 2024Q1: 15,789 shares; 2024Q2: 20,942 shares 20,942 $1.12M 0.13% +5,153 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,998 shares 13,998 $1.1M 0.13% new Timeline XLU 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; 2022Q3: restricted; 2022Q4: 18,374 shares; 2023Q1: 17,895 shares; 2023Q2: 17,078 shares; 2023Q3: 16,411 shares; 2023Q4: 16,089 shares; 2024Q1: 15,819 shares; 2024Q2: 15,608 shares 15,608 $1.06M 0.12% -211 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,910 shares; 2024Q1: not reported; 2024Q2: 10,195 shares 10,195 $1.03M 0.12% new 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; 2022Q3: restricted; 2022Q4: 5,729 shares; 2023Q1: 5,748 shares; 2023Q2: 5,742 shares; 2023Q3: 6,107 shares; 2023Q4: 6,264 shares; 2024Q1: 6,362 shares; 2024Q2: 8,112 shares 8,112 $1M 0.12% +1,750 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,124 shares; 2023Q1: 6,974 shares; 2023Q2: 7,851 shares; 2023Q3: 7,545 shares; 2023Q4: 8,411 shares; 2024Q1: 9,847 shares; 2024Q2: 10,611 shares 10,611 $974K 0.11% +764 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,282 shares; 2023Q3: 2,282 shares; 2023Q4: 2,920 shares; 2024Q1: 2,981 shares; 2024Q2: 4,804 shares 4,804 $962K 0.11% +1,823 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,661 shares; 2023Q1: 4,677 shares; 2023Q2: 4,143 shares; 2023Q3: 4,198 shares; 2023Q4: 4,665 shares; 2024Q1: 5,167 shares; 2024Q2: 5,689 shares 5,689 $938K 0.11% +522 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,571 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,510 shares 10,510 $930K 0.11% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,130 shares 15,130 $885K 0.1% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,229 shares; 2023Q1: 2,240 shares; 2023Q2: 2,198 shares; 2023Q3: 5,039 shares; 2023Q4: 4,997 shares; 2024Q1: 5,614 shares; 2024Q2: 6,123 shares 6,123 $874K 0.1% +509 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 3,483 shares; 2023Q1: 3,494 shares; 2023Q2: 3,422 shares; 2023Q3: 3,872 shares; 2023Q4: 4,075 shares; 2024Q1: 4,269 shares; 2024Q2: 5,490 shares 5,490 $859K 0.1% +1,221 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,672 shares 6,672 $850K 0.1% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,004 shares; 2023Q1: 1,898 shares; 2023Q2: 1,898 shares; 2023Q3: 2,034 shares; 2023Q4: 2,092 shares; 2024Q1: 2,208 shares; 2024Q2: 2,326 shares 2,326 $848K 0.1% +118 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 42,963 shares; 2024Q1: 25,301 shares; 2024Q2: 21,802 shares 21,802 $820K 0.1% -3,499 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,596 shares 37,596 $820K 0.1% new 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; 2022Q3: restricted; 2022Q4: 7,897 shares; 2023Q1: 7,985 shares; 2023Q2: 7,889 shares; 2023Q3: 7,958 shares; 2023Q4: 8,202 shares; 2024Q1: 10,360 shares; 2024Q2: 12,694 shares 12,694 $808K 0.09% +2,334 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; 2022Q3: restricted; 2022Q4: 6,831 shares; 2023Q1: 8,274 shares; 2023Q2: 8,344 shares; 2023Q3: 10,845 shares; 2023Q4: 12,504 shares; 2024Q1: 11,922 shares; 2024Q2: 20,251 shares 20,251 $805K 0.09% +8,329 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,168 shares; 2024Q1: not reported; 2024Q2: 10,855 shares 10,855 $804K 0.09% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,674 shares 6,674 $796K 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,976 shares; 2023Q1: 2,185 shares; 2023Q2: 2,240 shares; 2023Q3: 2,240 shares; 2023Q4: 2,504 shares; 2024Q1: 2,902 shares; 2024Q2: 3,023 shares 3,023 $770K 0.09% +121 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,921 shares; 2023Q1: 2,954 shares; 2023Q2: 2,774 shares; 2023Q3: 2,848 shares; 2023Q4: 3,029 shares; 2024Q1: 3,084 shares; 2024Q2: 4,193 shares 4,193 $765K 0.09% +1,109 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,994 shares; 2023Q1: 3,001 shares; 2023Q2: 3,001 shares; 2023Q3: 2,932 shares; 2023Q4: 3,058 shares; 2024Q1: 10,754 shares; 2024Q2: 11,254 shares 11,254 $762K 0.09% +500 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 19,574 shares; 2023Q1: 19,574 shares; 2023Q2: 19,224 shares; 2023Q3: 19,224 shares; 2023Q4: 19,224 shares; 2024Q1: 19,398 shares; 2024Q2: 19,398 shares 19,398 $736K 0.09% 0 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,281 shares; 2024Q1: 1,565 shares; 2024Q2: 4,181 shares 4,181 $723K 0.08% +2,616 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 13,742 shares; 2023Q1: 12,822 shares; 2023Q2: 12,192 shares; 2023Q3: 11,381 shares; 2023Q4: 11,401 shares; 2024Q1: 11,413 shares; 2024Q2: 11,230 shares 11,230 $715K 0.08% -183 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,074 shares; 2023Q1: 1,879 shares; 2023Q2: 1,876 shares; 2023Q3: 1,920 shares; 2023Q4: 1,858 shares; 2024Q1: 2,048 shares; 2024Q2: 2,120 shares 2,120 $706K 0.08% +72 Timeline SPEM 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,668 shares; 2023Q3: 13,837 shares; 2023Q4: 13,610 shares; 2024Q1: 16,342 shares; 2024Q2: 17,974 shares 17,974 $677K 0.08% +1,632 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,447 shares 14,447 $673K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 9,895 shares; 2023Q1: 24,811 shares; 2023Q2: 24,771 shares; 2023Q3: 23,543 shares; 2023Q4: 23,478 shares; 2024Q1: 24,079 shares; 2024Q2: 23,962 shares 23,962 $670K 0.08% -117 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; 2022Q3: restricted; 2022Q4: 3,573 shares; 2023Q1: 3,447 shares; 2023Q2: 3,290 shares; 2023Q3: 3,745 shares; 2023Q4: 3,067 shares; 2024Q1: 3,065 shares; 2024Q2: 2,943 shares 2,943 $666K 0.08% -122 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; 2022Q3: restricted; 2022Q4: 4,353 shares; 2023Q1: not reported; 2023Q2: 3,408 shares; 2023Q3: 3,414 shares; 2023Q4: 3,733 shares; 2024Q1: 8,227 shares; 2024Q2: 8,232 shares 8,232 $660K 0.08% +5 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; 2022Q3: restricted; 2022Q4: 4,140 shares; 2023Q1: 3,313 shares; 2023Q2: 3,311 shares; 2023Q3: 3,006 shares; 2023Q4: 3,006 shares; 2024Q1: 3,008 shares; 2024Q2: 3,008 shares 3,008 $647K 0.08% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,866 shares 16,866 $640K 0.08% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 395 shares 395 $634K 0.07% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,170 shares 6,170 $631K 0.07% new 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; 2022Q3: restricted; 2022Q4: 3,480 shares; 2023Q1: 3,190 shares; 2023Q2: 3,090 shares; 2023Q3: 3,092 shares; 2023Q4: 3,096 shares; 2024Q1: 3,097 shares; 2024Q2: 3,097 shares 3,097 $629K 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; 2022Q3: restricted; 2022Q4: 6,278 shares; 2023Q1: 6,298 shares; 2023Q2: 6,079 shares; 2023Q3: 7,674 shares; 2023Q4: 7,851 shares; 2024Q1: 7,620 shares; 2024Q2: 8,706 shares 8,706 $616K 0.07% +1,086 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 756 shares; 2023Q1: 756 shares; 2023Q2: 740 shares; 2023Q3: 750 shares; 2023Q4: 782 shares; 2024Q1: 939 shares; 2024Q2: 1,110 shares 1,110 $614K 0.07% +171 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; 2022Q3: restricted; 2022Q4: 6,300 shares; 2023Q1: 6,348 shares; 2023Q2: 6,028 shares; 2023Q3: 5,802 shares; 2023Q4: 6,047 shares; 2024Q1: 6,647 shares; 2024Q2: 6,171 shares 6,171 $613K 0.07% -476 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,513 shares 15,513 $610K 0.07% 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; 2022Q3: restricted; 2022Q4: 3,314 shares; 2023Q1: 3,318 shares; 2023Q2: 3,314 shares; 2023Q3: 4,014 shares; 2023Q4: 3,714 shares; 2024Q1: 3,692 shares; 2024Q2: 3,795 shares 3,795 $590K 0.07% +103 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,235 shares 25,235 $586K 0.07% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,285 shares; 2023Q1: 6,219 shares; 2023Q2: 6,217 shares; 2023Q3: 6,217 shares; 2023Q4: 6,602 shares; 2024Q1: 6,505 shares; 2024Q2: 7,201 shares 7,201 $580K 0.07% +696 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,331 shares; 2023Q1: 6,331 shares; 2023Q2: 6,027 shares; 2023Q3: 6,027 shares; 2023Q4: 6,027 shares; 2024Q1: 6,027 shares; 2024Q2: 6,027 shares 6,027 $579K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,189 shares; 2023Q1: 2,194 shares; 2023Q2: 2,015 shares; 2023Q3: 2,010 shares; 2023Q4: 2,693 shares; 2024Q1: 2,718 shares; 2024Q2: 2,927 shares 2,927 $569K 0.07% +209 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; 2022Q3: restricted; 2022Q4: 1,692 shares; 2023Q1: 1,707 shares; 2023Q2: 1,080 shares; 2023Q3: 1,420 shares; 2023Q4: 1,284 shares; 2024Q1: 1,030 shares; 2024Q2: 1,046 shares 1,046 $569K 0.07% +16 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; 2022Q3: restricted; 2022Q4: 13,464 shares; 2023Q1: 12,676 shares; 2023Q2: 12,491 shares; 2023Q3: 11,785 shares; 2023Q4: 11,693 shares; 2024Q1: 11,910 shares; 2024Q2: 13,808 shares 13,808 $541K 0.06% +1,898 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,773 shares; 2023Q1: 1,490 shares; 2023Q2: 1,433 shares; 2023Q3: 1,434 shares; 2023Q4: 1,487 shares; 2024Q1: 1,469 shares; 2024Q2: 1,771 shares 1,771 $537K 0.06% +302 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,997 shares; 2024Q2: 10,997 shares 10,997 $536K 0.06% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,275 shares; 2024Q2: 6,029 shares 6,029 $507K 0.06% -246 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,053 shares 10,053 $504K 0.06% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 995 shares; 2023Q1: 928 shares; 2023Q2: 925 shares; 2023Q3: 1,277 shares; 2023Q4: 1,280 shares; 2024Q1: 1,283 shares; 2024Q2: 1,285 shares 1,285 $503K 0.06% +2 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 26,553 shares; 2023Q1: 27,288 shares; 2023Q2: 16,598 shares; 2023Q3: 16,427 shares; 2023Q4: 13,725 shares; 2024Q1: 13,435 shares; 2024Q2: 13,435 shares 13,435 $497K 0.06% 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; 2022Q3: restricted; 2022Q4: 2,147 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,307 shares; 2024Q1: 1,549 shares; 2024Q2: 2,096 shares 2,096 $495K 0.06% +547 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; 2022Q3: restricted; 2022Q4: 9,173 shares; 2023Q1: 9,911 shares; 2023Q2: 9,768 shares; 2023Q3: 9,993 shares; 2023Q4: 10,299 shares; 2024Q1: 11,452 shares; 2024Q2: 11,774 shares 11,774 $486K 0.06% +322 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 21,282 shares 21,282 $484K 0.06% new Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 15,534 shares; 2023Q1: 12,870 shares; 2023Q2: 12,412 shares; 2023Q3: 12,243 shares; 2023Q4: 11,825 shares; 2024Q1: 11,855 shares; 2024Q2: 11,805 shares 11,805 $482K 0.06% -50 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,250 shares 2,250 $480K 0.06% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,301 shares; 2024Q1: 1,386 shares; 2024Q2: 2,412 shares 2,412 $477K 0.06% +1,026 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,727 shares; 2024Q1: not reported; 2024Q2: 7,071 shares 7,071 $464K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,749 shares; 2023Q1: 2,265 shares; 2023Q2: 2,541 shares; 2023Q3: 2,589 shares; 2023Q4: 2,597 shares; 2024Q1: 2,677 shares; 2024Q2: 3,176 shares 3,176 $448K 0.05% +499 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,903 shares; 2023Q1: 6,883 shares; 2023Q2: 6,863 shares; 2023Q3: 6,863 shares; 2023Q4: 8,537 shares; 2024Q1: 7,370 shares; 2024Q2: 12,743 shares 12,743 $441K 0.05% +5,373 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,596 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,647 shares; 2024Q1: 1,696 shares; 2024Q2: 1,902 shares 1,902 $440K 0.05% +206 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 511 shares 511 $434K 0.05% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,055 shares 17,055 $434K 0.05% 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; 2022Q3: restricted; 2022Q4: 2,460 shares; 2023Q1: 2,464 shares; 2023Q2: 2,467 shares; 2023Q3: 2,467 shares; 2023Q4: 2,547 shares; 2024Q1: 3,195 shares; 2024Q2: 3,320 shares 3,320 $429K 0.05% +125 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 11,120 shares; 2023Q2: 11,063 shares; 2023Q3: 11,234 shares; 2023Q4: 12,877 shares; 2024Q1: 15,505 shares; 2024Q2: 22,314 shares 22,314 $426K 0.05% +6,809 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,552 shares; 2023Q4: 11,531 shares; 2024Q1: 12,210 shares; 2024Q2: 12,743 shares 12,743 $426K 0.05% +533 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,173 shares; 2023Q1: 4,798 shares; 2023Q2: 4,794 shares; 2023Q3: 4,786 shares; 2023Q4: 4,104 shares; 2024Q1: 4,010 shares; 2024Q2: 3,979 shares 3,979 $413K 0.05% -31 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; 2022Q3: restricted; 2022Q4: 9,315 shares; 2023Q1: 8,335 shares; 2023Q2: 8,309 shares; 2023Q3: 9,091 shares; 2023Q4: 8,757 shares; 2024Q1: 7,897 shares; 2024Q2: 8,678 shares 8,678 $412K 0.05% +781 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,426 shares; 2024Q1: 6,512 shares; 2024Q2: 9,370 shares 9,370 $410K 0.05% +2,858 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,353 shares; 2023Q1: 11,648 shares; 2023Q2: 11,651 shares; 2023Q3: 11,656 shares; 2023Q4: 11,660 shares; 2024Q1: 10,821 shares; 2024Q2: 10,825 shares 10,825 $404K 0.05% +4 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,022 shares; 2024Q1: 6,020 shares; 2024Q2: 6,778 shares 6,778 $403K 0.05% +758 Timeline IGPT 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; 2022Q3: restricted; 2022Q4: 3,841 shares; 2023Q1: 3,407 shares; 2023Q2: 3,164 shares; 2023Q3: 8,457 shares; 2023Q4: 8,457 shares; 2024Q1: 8,457 shares; 2024Q2: 8,457 shares 8,457 $402K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,284 shares; 2023Q1: 1,287 shares; 2023Q2: 1,268 shares; 2023Q3: 1,310 shares; 2023Q4: 1,298 shares; 2024Q1: 1,284 shares; 2024Q2: 1,729 shares 1,729 $381K 0.04% +445 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,923 shares; 2024Q1: 2,034 shares; 2024Q2: 2,167 shares 2,167 $377K 0.04% +133 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,193 shares 11,193 $375K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,625 shares; 2023Q1: 3,978 shares; 2023Q2: 3,916 shares; 2023Q3: 3,962 shares; 2023Q4: 3,688 shares; 2024Q1: 3,643 shares; 2024Q2: 4,962 shares 4,962 $374K 0.04% +1,319 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,941 shares; 2023Q1: 2,585 shares; 2023Q2: 2,585 shares; 2023Q3: 2,530 shares; 2023Q4: 2,530 shares; 2024Q1: 2,410 shares; 2024Q2: 2,410 shares 2,410 $371K 0.04% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,032 shares 15,032 $368K 0.04% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,320 shares 5,320 $363K 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,443 shares 1,443 $361K 0.04% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,758 shares; 2024Q1: 8,760 shares; 2024Q2: 8,486 shares 8,486 $358K 0.04% -274 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 927 shares; 2023Q1: 929 shares; 2023Q2: 902 shares; 2023Q3: 902 shares; 2023Q4: 905 shares; 2024Q1: 1,008 shares; 2024Q2: 705 shares 705 $357K 0.04% -303 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 406 shares; 2024Q2: 642 shares 642 $357K 0.04% +236 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 662 shares; 2023Q1: 664 shares; 2023Q2: 662 shares; 2023Q3: 725 shares; 2023Q4: 725 shares; 2024Q1: 888 shares; 2024Q2: 953 shares 953 $356K 0.04% +65 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,082 shares 1,082 $356K 0.04% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 984 shares; 2023Q1: 974 shares; 2023Q2: 968 shares; 2023Q3: 968 shares; 2023Q4: 653 shares; 2024Q1: 695 shares; 2024Q2: 798 shares 798 $355K 0.04% +103 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,543 shares; 2023Q1: 2,548 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,388 shares 3,388 $354K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 8,605 shares; 2023Q1: 8,357 shares; 2023Q2: 7,882 shares; 2023Q3: 8,997 shares; 2023Q4: 8,312 shares; 2024Q1: 8,312 shares; 2024Q2: 8,482 shares 8,482 $349K 0.04% +170 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,983 shares; 2023Q1: 1,983 shares; 2023Q2: 2,073 shares; 2023Q3: 2,073 shares; 2023Q4: 2,208 shares; 2024Q1: 2,308 shares; 2024Q2: 2,281 shares 2,281 $343K 0.04% -27 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,494 shares; 2023Q1: 2,974 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,241 shares 3,241 $339K 0.04% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 11,204 shares; 2023Q1: 10,994 shares; 2023Q2: 10,394 shares; 2023Q3: 10,394 shares; 2023Q4: 10,519 shares; 2024Q1: 10,874 shares; 2024Q2: 10,874 shares 10,874 $339K 0.04% 0 Timeline PJP 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; 2022Q3: restricted; 2022Q4: 4,355 shares; 2023Q1: 4,257 shares; 2023Q2: 4,259 shares; 2023Q3: 4,260 shares; 2023Q4: 4,049 shares; 2024Q1: 4,050 shares; 2024Q2: 4,052 shares 4,052 $333K 0.04% +2 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,184 shares; 2024Q2: 8,184 shares 8,184 $329K 0.04% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,405 shares; 2023Q1: 4,352 shares; 2023Q2: 4,290 shares; 2023Q3: 4,429 shares; 2023Q4: 4,206 shares; 2024Q1: 3,839 shares; 2024Q2: 4,213 shares 4,213 $329K 0.04% +374 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,526 shares 1,526 $328K 0.04% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,535 shares; 2023Q1: 13,896 shares; 2023Q2: 13,974 shares; 2023Q3: 13,167 shares; 2023Q4: 13,194 shares; 2024Q1: 13,264 shares; 2024Q2: 12,848 shares 12,848 $322K 0.04% -416 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,016 shares; 2023Q1: 4,861 shares; 2023Q2: 5,961 shares; 2023Q3: 5,961 shares; 2023Q4: 5,992 shares; 2024Q1: 5,992 shares; 2024Q2: 5,983 shares 5,983 $317K 0.04% -9 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,728 shares; 2024Q1: 19,668 shares; 2024Q2: 18,243 shares 18,243 $317K 0.04% -1,425 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 6,864 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,112 shares 4,112 $315K 0.04% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 443 shares; 2024Q2: 713 shares 713 $315K 0.04% +270 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,551 shares 1,551 $309K 0.04% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,366 shares; 2023Q1: 2,370 shares; 2023Q2: 2,366 shares; 2023Q3: 2,370 shares; 2023Q4: 2,181 shares; 2024Q1: 2,181 shares; 2024Q2: 2,259 shares 2,259 $309K 0.04% +78 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,972 shares; 2023Q1: 1,632 shares; 2023Q2: 1,632 shares; 2023Q3: 1,632 shares; 2023Q4: 1,559 shares; 2024Q1: 1,443 shares; 2024Q2: 1,443 shares 1,443 $296K 0.03% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 22,071 shares; 2023Q1: 17,426 shares; 2023Q2: 14,791 shares; 2023Q3: 13,349 shares; 2023Q4: 13,437 shares; 2024Q1: 13,352 shares; 2024Q2: 13,404 shares 13,404 $292K 0.03% +52 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,123 shares; 2023Q1: 3,735 shares; 2023Q2: 3,602 shares; 2023Q3: 3,492 shares; 2023Q4: 3,595 shares; 2024Q1: 4,095 shares; 2024Q2: 3,748 shares 3,748 $292K 0.03% -347 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 2,541 shares; 2023Q1: 2,646 shares; 2023Q2: 2,320 shares; 2023Q3: 2,867 shares; 2023Q4: 2,520 shares; 2024Q1: 2,573 shares; 2024Q2: 2,779 shares 2,779 $288K 0.03% +206 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,161 shares; 2023Q3: 1,182 shares; 2023Q4: 1,188 shares; 2024Q1: 1,391 shares; 2024Q2: 916 shares 916 $286K 0.03% -475 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 634 shares; 2023Q1: 634 shares; 2023Q2: 634 shares; 2023Q3: 634 shares; 2023Q4: 634 shares; 2024Q1: 634 shares; 2024Q2: 634 shares 634 $285K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 907 shares; 2024Q2: 1,099 shares 1,099 $279K 0.03% +192 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,187 shares; 2023Q2: 2,881 shares; 2023Q3: not reported; 2023Q4: 2,889 shares; 2024Q1: 2,890 shares; 2024Q2: 3,013 shares 3,013 $279K 0.03% +123 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,497 shares 2,497 $275K 0.03% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 5,667 shares; 2023Q1: 5,676 shares; 2023Q2: 5,565 shares; 2023Q3: 5,566 shares; 2023Q4: 5,566 shares; 2024Q1: 5,590 shares; 2024Q2: 6,068 shares 6,068 $274K 0.03% +478 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 268 shares 268 $274K 0.03% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 853 shares; 2024Q1: 864 shares; 2024Q2: 868 shares 868 $272K 0.03% +4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,797 shares; 2023Q4: 1,787 shares; 2024Q1: 1,804 shares; 2024Q2: 1,912 shares 1,912 $270K 0.03% +108 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,688 shares 1,688 $268K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 825 shares; 2024Q2: 1,116 shares 1,116 $266K 0.03% +291 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,718 shares 2,718 $264K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,055 shares; 2024Q1: 3,080 shares; 2024Q2: 3,233 shares 3,233 $264K 0.03% +153 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 561 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 482 shares; 2023Q4: 475 shares; 2024Q1: 531 shares; 2024Q2: 638 shares 638 $261K 0.03% +107 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 851 shares; 2024Q1: 776 shares; 2024Q2: 757 shares 757 $258K 0.03% -19 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,251 shares 4,251 $256K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,854 shares; 2024Q1: 2,176 shares; 2024Q2: 2,228 shares 2,228 $255K 0.03% +52 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 293 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 264 shares; 2024Q1: 267 shares; 2024Q2: 324 shares 324 $255K 0.03% +57 HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,185 shares; 2024Q1: 6,185 shares; 2024Q2: 6,185 shares 6,185 $251K 0.03% 0 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; 2022Q3: restricted; 2022Q4: 1,204 shares; 2023Q1: 1,205 shares; 2023Q2: 1,154 shares; 2023Q3: 1,154 shares; 2023Q4: 1,154 shares; 2024Q1: 1,154 shares; 2024Q2: 1,058 shares 1,058 $251K 0.03% -96 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,920 shares; 2023Q1: 4,920 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,445 shares; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares 5,300 $248K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,009 shares; 2024Q2: 3,189 shares 3,189 $246K 0.03% +180 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: 3,499 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,557 shares 4,557 $246K 0.03% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,216 shares; 2024Q2: 6,216 shares 6,216 $243K 0.03% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,231 shares 5,231 $242K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,011 shares; 2024Q2: 1,163 shares 1,163 $242K 0.03% +152 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,255 shares 2,255 $241K 0.03% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,997 shares 9,997 $238K 0.03% new Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,142 shares 4,142 $236K 0.03% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 20,550 shares; 2023Q1: 19,583 shares; 2023Q2: 19,478 shares; 2023Q3: 18,028 shares; 2023Q4: 18,089 shares; 2024Q1: 18,168 shares; 2024Q2: 17,130 shares 17,130 $234K 0.03% -1,038 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 515 shares 515 $233K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 904 shares 904 $232K 0.03% +228 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 343 shares 343 $232K 0.03% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,612 shares 2,612 $230K 0.03% new 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,072 shares; 2024Q2: 8,102 shares 8,102 $227K 0.03% +30 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 4,370 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,687 shares 4,687 $226K 0.03% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,288 shares; 2024Q2: 10,337 shares 10,337 $223K 0.03% +49 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,783 shares; 2024Q2: 4,873 shares 4,873 $222K 0.03% +90 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,723 shares; 2024Q2: 2,723 shares 2,723 $221K 0.03% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 204 shares 204 $217K 0.03% new SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,218 shares; 2024Q2: 5,218 shares 5,218 $217K 0.03% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 1,091 shares; 2023Q1: 1,092 shares; 2023Q2: 1,092 shares; 2023Q3: 1,092 shares; 2023Q4: 1,094 shares; 2024Q1: 3,281 shares; 2024Q2: 3,282 shares 3,282 $216K 0.03% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,772 shares; 2024Q1: 5,322 shares; 2024Q2: 6,943 shares 6,943 $215K 0.03% +1,621 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,573 shares; 2024Q2: 6,573 shares 6,573 $214K 0.03% 0 Timeline SPEU 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,124 shares; 2024Q2: 5,124 shares 5,124 $214K 0.03% 0 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; 2022Q3: restricted; 2022Q4: 1,356 shares; 2023Q1: 1,364 shares; 2023Q2: 1,349 shares; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,421 shares; 2024Q2: 1,552 shares 1,552 $212K 0.02% +131 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; 2022Q3: restricted; 2022Q4: 2,312 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares 3,592 $212K 0.02% new Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,131 shares; 2023Q3: 10,149 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,903 shares 8,903 $211K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 318 shares 318 $209K 0.02% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,391 shares 4,391 $208K 0.02% new Timeline SPHQ 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,276 shares 3,276 $208K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 770 shares 770 $207K 0.02% 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; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,875 shares 2,875 $207K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 369,585 shares; 2023Q1: 3,903 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,972 shares 3,972 $207K 0.02% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 14,309 shares; 2023Q1: 14,309 shares; 2023Q2: 14,280 shares; 2023Q3: 14,280 shares; 2023Q4: 14,280 shares; 2024Q1: 14,280 shares; 2024Q2: 14,280 shares 14,280 $205K 0.02% 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; 2022Q3: restricted; 2022Q4: 2,316 shares; 2023Q1: 2,074 shares; 2023Q2: 2,074 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,019 shares 2,019 $203K 0.02% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,728 shares; 2023Q1: 23,879 shares; 2023Q2: 24,033 shares; 2023Q3: 24,085 shares; 2023Q4: 23,566 shares; 2024Q1: 22,854 shares; 2024Q2: 21,797 shares 21,797 $180K 0.02% -1,057 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: 23,347 shares; 2023Q1: 17,063 shares; 2023Q2: 15,942 shares; 2023Q3: 15,981 shares; 2023Q4: 14,927 shares; 2024Q1: 15,078 shares; 2024Q2: 15,081 shares 15,081 $132K 0.02% +3 Timeline FUSB FIRST US BANCSHARES INC More: the full row for FIRST US BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,493 shares 11,493 $106K 0.01% new Timeline