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: 85,472 shares; 2024Q4: 91,421 shares; 2025Q1: 96,853 shares; 2025Q2: 100,169 shares; 2025Q3: 101,399 shares; 2025Q4: 102,995 shares; 2026Q1: 98,966 shares; 2026Q2: 607,777 shares 607,777 $52.4M 11.8% +508,811 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,126 shares; 2024Q4: 169,970 shares; 2025Q1: 388,462 shares; 2025Q2: 442,863 shares; 2025Q3: 490,267 shares; 2025Q4: 523,234 shares; 2026Q1: 507,774 shares; 2026Q2: 533,740 shares 533,740 $51M 11.5% +25,966 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,794 shares; 2025Q4: 272,824 shares; 2026Q1: 270,470 shares; 2026Q2: 282,318 shares 282,318 $31.1M 7.01% +11,848 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,362 shares; 2025Q4: 280,261 shares; 2026Q1: 313,894 shares; 2026Q2: 361,184 shares 361,184 $29.8M 6.71% +47,290 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533,933 shares 533,933 $21.7M 4.88% new 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: 33,363 shares; 2024Q4: 57,902 shares; 2025Q1: 57,301 shares; 2025Q2: 55,656 shares; 2025Q3: 55,782 shares; 2025Q4: 55,201 shares; 2026Q1: 57,771 shares; 2026Q2: 59,689 shares 59,689 $17.3M 3.89% +1,918 Timeline GSSC 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: 14,651 shares; 2024Q4: 22,120 shares; 2025Q1: 25,806 shares; 2025Q2: 134,394 shares; 2025Q3: 148,409 shares; 2025Q4: 155,976 shares; 2026Q1: 151,895 shares; 2026Q2: 157,612 shares 157,612 $14.4M 3.24% +5,717 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: 78,284 shares; 2025Q1: 103,371 shares; 2025Q2: 108,283 shares; 2025Q3: 128,681 shares; 2025Q4: 181,890 shares; 2026Q1: 183,838 shares; 2026Q2: 189,403 shares 189,403 $13.5M 3.04% +5,565 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: 22,213 shares; 2024Q4: 44,549 shares; 2025Q1: 45,989 shares; 2025Q2: 46,237 shares; 2025Q3: 47,426 shares; 2025Q4: 50,079 shares; 2026Q1: 46,748 shares; 2026Q2: 49,849 shares 49,849 $10.9M 2.45% +3,101 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 14,187 shares; 2025Q1: 14,563 shares; 2025Q2: 15,504 shares; 2025Q3: 15,918 shares; 2025Q4: 16,485 shares; 2026Q1: 16,547 shares; 2026Q2: 15,780 shares 15,780 $10.8M 2.44% -767 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,090 shares; 2024Q4: 948,172 shares; 2025Q1: 1,044,607 shares; 2025Q2: 1,124,692 shares; 2025Q3: 466,110 shares; 2025Q4: 285,319 shares; 2026Q1: 246,296 shares; 2026Q2: 317,239 shares 317,239 $10.1M 2.27% +70,943 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: not reported; 2024Q4: 73,866 shares; 2025Q1: 96,362 shares; 2025Q2: 104,514 shares; 2025Q3: 116,240 shares; 2025Q4: 131,513 shares; 2026Q1: 132,972 shares; 2026Q2: 137,678 shares 137,678 $8.22M 1.85% +4,706 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: 2,224 shares; 2024Q4: 20,421 shares; 2025Q1: 24,638 shares; 2025Q2: 24,619 shares; 2025Q3: 25,214 shares; 2025Q4: 26,621 shares; 2026Q1: 26,711 shares; 2026Q2: 27,067 shares 27,067 $8.2M 1.85% +356 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: 1,073 shares; 2024Q4: 14,097 shares; 2025Q1: 14,425 shares; 2025Q2: 14,625 shares; 2025Q3: 14,661 shares; 2025Q4: 14,611 shares; 2026Q1: 14,488 shares; 2026Q2: 14,488 shares 14,488 $7.25M 1.63% 0 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: 16,784 shares; 2024Q4: 17,385 shares; 2025Q1: 18,484 shares; 2025Q2: 19,666 shares; 2025Q3: 18,750 shares; 2025Q4: 17,757 shares; 2026Q1: 17,164 shares; 2026Q2: 17,243 shares 17,243 $6.43M 1.45% +79 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: 13,123 shares; 2024Q4: 21,746 shares; 2025Q1: 22,701 shares; 2025Q2: 24,021 shares; 2025Q3: 24,399 shares; 2025Q4: 24,269 shares; 2026Q1: 23,526 shares; 2026Q2: 23,624 shares 23,624 $5.63M 1.27% +98 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,615 shares; 2024Q4: 358,244 shares; 2025Q1: 358,769 shares; 2025Q2: 358,810 shares; 2025Q3: 358,347 shares; 2025Q4: 343,772 shares; 2026Q1: 214,680 shares; 2026Q2: 214,501 shares 214,501 $5.5M 1.24% -179 Timeline VYMI 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: 20,874 shares; 2024Q4: 26,503 shares; 2025Q1: 30,136 shares; 2025Q2: 28,281 shares; 2025Q3: 35,371 shares; 2025Q4: 39,591 shares; 2026Q1: 41,272 shares; 2026Q2: 50,039 shares 50,039 $4.91M 1.11% +8,767 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,122 shares; 2025Q1: 11,197 shares; 2025Q2: 11,399 shares; 2025Q3: 11,947 shares; 2025Q4: 12,780 shares; 2026Q1: 12,864 shares; 2026Q2: 52,189 shares 52,189 $4.2M 0.95% +39,325 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: 2,103 shares; 2024Q4: 7,397 shares; 2025Q1: 7,311 shares; 2025Q2: 12,660 shares; 2025Q3: 13,665 shares; 2025Q4: 13,419 shares; 2026Q1: 12,022 shares; 2026Q2: 11,343 shares 11,343 $4.01M 0.9% -679 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,333 shares; 2024Q4: 23,852 shares; 2025Q1: 25,541 shares; 2025Q2: 23,150 shares; 2025Q3: 31,478 shares; 2025Q4: 39,778 shares; 2026Q1: 42,574 shares; 2026Q2: 33,834 shares 33,834 $3.82M 0.86% -8,740 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,294 shares; 2025Q1: 1,245 shares; 2025Q2: 1,232 shares; 2025Q3: 1,212 shares; 2025Q4: 1,207 shares; 2026Q1: 1,203 shares; 2026Q2: 1,194 shares 1,194 $3.82M 0.86% -9 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 12,726 shares; 2025Q1: 12,276 shares; 2025Q2: 12,017 shares; 2025Q3: 11,807 shares; 2025Q4: 11,707 shares; 2026Q1: 11,380 shares; 2026Q2: 11,412 shares 11,412 $3.57M 0.81% +32 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 6,323 shares; 2025Q1: 6,595 shares; 2025Q2: 6,726 shares; 2025Q3: 6,799 shares; 2025Q4: 6,659 shares; 2026Q1: 6,341 shares; 2026Q2: 6,526 shares 6,526 $3.35M 0.76% +185 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: 2,359 shares; 2024Q4: 4,356 shares; 2025Q1: 5,084 shares; 2025Q2: 5,129 shares; 2025Q3: 5,184 shares; 2025Q4: 5,279 shares; 2026Q1: 4,096 shares; 2026Q2: 4,105 shares 4,105 $3.07M 0.69% +9 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: 5,681 shares; 2024Q4: 9,860 shares; 2025Q1: 10,124 shares; 2025Q2: 10,317 shares; 2025Q3: 9,892 shares; 2025Q4: 9,596 shares; 2026Q1: 8,963 shares; 2026Q2: 8,780 shares 8,780 $3.01M 0.68% -183 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: 10,962 shares; 2024Q4: 11,112 shares; 2025Q1: 11,778 shares; 2025Q2: 12,048 shares; 2025Q3: 12,151 shares; 2025Q4: 11,451 shares; 2026Q1: 3,326 shares; 2026Q2: 3,755 shares 3,755 $2.77M 0.62% +429 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: 10,804 shares; 2024Q4: 26,803 shares; 2025Q1: 26,985 shares; 2025Q2: 27,043 shares; 2025Q3: 27,165 shares; 2025Q4: 25,519 shares; 2026Q1: 24,211 shares; 2026Q2: 24,296 shares 24,296 $2.75M 0.62% +85 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: 12,320 shares; 2024Q4: 12,320 shares; 2025Q1: 11,480 shares; 2025Q2: 10,814 shares; 2025Q3: 10,860 shares; 2025Q4: 10,946 shares; 2026Q1: 11,038 shares; 2026Q2: 10,967 shares 10,967 $2.59M 0.58% -71 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,356 shares; 2024Q4: 88,860 shares; 2025Q1: 88,879 shares; 2025Q2: 88,881 shares; 2025Q3: 88,890 shares; 2025Q4: 88,883 shares; 2026Q1: 85,801 shares; 2026Q2: 85,824 shares 85,824 $2.59M 0.58% +23 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,941 shares; 2024Q4: 31,698 shares; 2025Q1: 31,688 shares; 2025Q2: 31,688 shares; 2025Q3: 31,162 shares; 2025Q4: 31,712 shares; 2026Q1: 29,266 shares; 2026Q2: 29,276 shares 29,276 $2.49M 0.56% +10 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: 3,284 shares; 2025Q4: 4,799 shares; 2026Q1: 4,243 shares; 2026Q2: 4,588 shares 4,588 $2.19M 0.49% +345 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,000 shares; 2024Q4: 137,000 shares; 2025Q1: 141,434 shares; 2025Q2: 72,934 shares; 2025Q3: 73,004 shares; 2025Q4: 60,504 shares; 2026Q1: 82,704 shares; 2026Q2: 84,026 shares 84,026 $2.06M 0.46% +1,322 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; 2024Q3: not reported; 2024Q4: 13,539 shares; 2025Q1: 13,558 shares; 2025Q2: 14,068 shares; 2025Q3: 14,558 shares; 2025Q4: 14,679 shares; 2026Q1: 14,510 shares; 2026Q2: 14,322 shares 14,322 $1.83M 0.41% -188 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,721 shares; 2025Q1: 2,922 shares; 2025Q2: 4,246 shares; 2025Q3: 4,367 shares; 2025Q4: 4,340 shares; 2026Q1: 4,161 shares; 2026Q2: 4,144 shares 4,144 $1.72M 0.39% -17 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $1.68M 0.38% 0 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: 515 shares; 2026Q2: 5,471 shares 5,471 $1.65M 0.37% +4,956 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: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 383 shares; 2025Q4: 743 shares; 2026Q1: 766 shares; 2026Q2: 821 shares 821 $1.63M 0.37% +55 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: 4,523 shares; 2024Q4: 6,439 shares; 2025Q1: 6,419 shares; 2025Q2: 6,387 shares; 2025Q3: 6,381 shares; 2025Q4: 6,385 shares; 2026Q1: 6,214 shares; 2026Q2: 6,218 shares 6,218 $1.58M 0.36% +4 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: 24,914 shares; 2024Q4: 54,452 shares; 2025Q1: 60,522 shares; 2025Q2: 55,116 shares; 2025Q3: 46,586 shares; 2025Q4: 44,192 shares; 2026Q1: 43,088 shares; 2026Q2: 44,939 shares 44,939 $1.56M 0.35% +1,851 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: 247 shares; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 328 shares; 2025Q3: 383 shares; 2025Q4: 1,299 shares; 2026Q1: 1,275 shares; 2026Q2: 1,290 shares 1,290 $1.55M 0.35% +15 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: 3,036 shares; 2024Q4: 3,676 shares; 2025Q1: 3,746 shares; 2025Q2: 3,686 shares; 2025Q3: 3,985 shares; 2025Q4: 4,129 shares; 2026Q1: 4,115 shares; 2026Q2: 4,276 shares 4,276 $1.53M 0.34% +161 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,702 shares; 2024Q4: 12,588 shares; 2025Q1: 12,452 shares; 2025Q2: 12,459 shares; 2025Q3: 12,251 shares; 2025Q4: 11,971 shares; 2026Q1: 11,844 shares; 2026Q2: 11,862 shares 11,862 $1.48M 0.33% +18 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: 3,287 shares; 2024Q4: 3,117 shares; 2025Q1: 3,242 shares; 2025Q2: 4,297 shares; 2025Q3: 4,414 shares; 2025Q4: 4,324 shares; 2026Q1: 3,413 shares; 2026Q2: 2,469 shares 2,469 $1.43M 0.32% -944 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,188 shares; 2024Q4: 6,452 shares; 2025Q1: 7,167 shares; 2025Q2: 8,239 shares; 2025Q3: 7,612 shares; 2025Q4: 6,552 shares; 2026Q1: 6,193 shares; 2026Q2: 5,561 shares 5,561 $1.42M 0.32% -632 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,223 shares; 2024Q4: 11,658 shares; 2025Q1: 12,366 shares; 2025Q2: 14,664 shares; 2025Q3: 15,093 shares; 2025Q4: 14,211 shares; 2026Q1: 13,463 shares; 2026Q2: 9,203 shares 9,203 $1.41M 0.32% -4,260 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: 9,119 shares; 2024Q4: 9,597 shares; 2025Q1: 9,593 shares; 2025Q2: 9,593 shares; 2025Q3: 9,386 shares; 2025Q4: 9,358 shares; 2026Q1: 9,232 shares; 2026Q2: 9,234 shares 9,234 $1.35M 0.3% +2 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: 2,325 shares; 2024Q4: 2,108 shares; 2025Q1: 2,109 shares; 2025Q2: 2,135 shares; 2025Q3: 1,816 shares; 2025Q4: 1,765 shares; 2026Q1: 3,528 shares; 2026Q2: 3,527 shares 3,527 $1.33M 0.3% -1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,565 shares; 2025Q1: 2,387 shares; 2025Q2: 2,746 shares; 2025Q3: 2,970 shares; 2025Q4: 3,268 shares; 2026Q1: 3,243 shares; 2026Q2: 3,107 shares 3,107 $1.31M 0.29% -136 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,583 shares; 2025Q2: 10,280 shares; 2025Q3: 14,511 shares; 2025Q4: 19,559 shares; 2026Q1: 15,513 shares; 2026Q2: 15,177 shares 15,177 $1.3M 0.29% -336 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: 11,418 shares; 2024Q4: 9,334 shares; 2025Q1: 9,389 shares; 2025Q2: 10,793 shares; 2025Q3: 6,562 shares; 2025Q4: 6,655 shares; 2026Q1: 6,206 shares; 2026Q2: 6,464 shares 6,464 $1.29M 0.29% +258 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 12,562 shares; 2026Q2: 34,016 shares 34,016 $1.29M 0.29% +21,454 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 12,954 shares; 2026Q1: 12,588 shares; 2026Q2: 12,531 shares 12,531 $1.26M 0.28% -57 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,570 shares; 2025Q4: 19,185 shares; 2026Q1: 19,787 shares; 2026Q2: 22,744 shares 22,744 $1.26M 0.28% +2,957 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: 4,260 shares; 2024Q4: 4,860 shares; 2025Q1: 4,933 shares; 2025Q2: 4,980 shares; 2025Q3: 5,140 shares; 2025Q4: 5,016 shares; 2026Q1: 4,993 shares; 2026Q2: 5,016 shares 5,016 $1.26M 0.28% +23 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: 2,720 shares 2,720 $1.18M 0.27% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,956 shares; 2024Q4: 94,396 shares; 2025Q1: 98,155 shares; 2025Q2: 99,901 shares; 2025Q3: 64,527 shares; 2025Q4: 56,124 shares; 2026Q1: 58,140 shares; 2026Q2: 68,006 shares 68,006 $1.14M 0.26% +9,866 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 308 shares; 2026Q1: 309 shares; 2026Q2: 644 shares 644 $1.09M 0.25% +335 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: 1,069 shares; 2025Q1: 1,070 shares; 2025Q2: 1,083 shares; 2025Q3: 1,069 shares; 2025Q4: 1,073 shares; 2026Q1: 1,075 shares; 2026Q2: 1,079 shares 1,079 $1.09M 0.25% +4 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,143 shares; 2025Q4: 3,030 shares; 2026Q1: 2,986 shares; 2026Q2: 2,982 shares 2,982 $1.09M 0.25% -4 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares; 2026Q2: 60,000 shares 60,000 $1.08M 0.24% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 2,062 shares; 2025Q1: 1,812 shares; 2025Q2: 1,692 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $1.07M 0.24% 0 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: 901 shares; 2024Q4: 1,004 shares; 2025Q1: 1,357 shares; 2025Q2: 1,478 shares; 2025Q3: 1,472 shares; 2025Q4: 1,570 shares; 2026Q1: 1,165 shares; 2026Q2: 1,130 shares 1,130 $1.06M 0.24% -35 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 3,087 shares; 2025Q1: 3,093 shares; 2025Q2: 3,100 shares; 2025Q3: 3,117 shares; 2025Q4: 3,004 shares; 2026Q1: 2,984 shares; 2026Q2: 2,978 shares 2,978 $1.05M 0.24% -6 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,158 shares; 2025Q1: 1,757 shares; 2025Q2: 2,135 shares; 2025Q3: 2,189 shares; 2025Q4: 2,065 shares; 2026Q1: 1,912 shares; 2026Q2: 1,954 shares 1,954 $1.01M 0.23% +42 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,622 shares; 2025Q3: 2,626 shares; 2025Q4: 2,629 shares; 2026Q1: 2,632 shares; 2026Q2: 2,634 shares 2,634 $954K 0.22% +2 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: 4,611 shares; 2024Q4: 7,656 shares; 2025Q1: 7,281 shares; 2025Q2: 7,226 shares; 2025Q3: 7,316 shares; 2025Q4: 7,274 shares; 2026Q1: 7,052 shares; 2026Q2: 7,052 shares 7,052 $906K 0.2% 0 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: 1,522 shares; 2024Q4: 6,418 shares; 2025Q1: 6,680 shares; 2025Q2: 6,303 shares; 2025Q3: 6,313 shares; 2025Q4: 6,174 shares; 2026Q1: 6,147 shares; 2026Q2: 6,172 shares 6,172 $905K 0.2% +25 Timeline RRBI RED RIVER BANCSHARES INC More: the full row for RED RIVER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares; 2026Q2: 9,050 shares 9,050 $826K 0.19% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,955 shares; 2025Q4: 36,975 shares; 2026Q1: 38,461 shares; 2026Q2: 29,866 shares 29,866 $820K 0.18% -8,595 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 2,845 shares; 2025Q1: 2,880 shares; 2025Q2: 2,868 shares; 2025Q3: 2,480 shares; 2025Q4: 2,760 shares; 2026Q1: 2,692 shares; 2026Q2: 2,858 shares 2,858 $804K 0.18% +166 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,693 shares; 2024Q4: 9,903 shares; 2025Q1: 9,961 shares; 2025Q2: 9,784 shares; 2025Q3: 9,581 shares; 2025Q4: 8,491 shares; 2026Q1: 8,544 shares; 2026Q2: 8,591 shares 8,591 $802K 0.18% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,312 shares; 2026Q1: 15,431 shares; 2026Q2: 15,526 shares 15,526 $784K 0.18% +95 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: not reported; 2024Q4: 4,164 shares; 2025Q1: 6,104 shares; 2025Q2: 4,155 shares; 2025Q3: 3,643 shares; 2025Q4: 3,705 shares; 2026Q1: 3,704 shares; 2026Q2: 3,664 shares 3,664 $780K 0.18% -40 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,403 shares; 2024Q4: 3,398 shares; 2025Q1: 3,869 shares; 2025Q2: 4,618 shares; 2025Q3: 4,760 shares; 2025Q4: 4,451 shares; 2026Q1: 4,072 shares; 2026Q2: 3,934 shares 3,934 $767K 0.17% -138 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,343 shares; 2024Q4: 13,030 shares; 2025Q1: 14,311 shares; 2025Q2: 16,659 shares; 2025Q3: 15,981 shares; 2025Q4: 20,122 shares; 2026Q1: 18,435 shares; 2026Q2: 17,990 shares 17,990 $766K 0.17% -445 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: 30,530 shares; 2024Q4: 34,538 shares; 2025Q1: 34,311 shares; 2025Q2: 34,560 shares; 2025Q3: 24,764 shares; 2025Q4: 26,550 shares; 2026Q1: 23,024 shares; 2026Q2: 14,132 shares 14,132 $743K 0.17% -8,892 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,072 shares 5,072 $693K 0.16% new Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,749 shares; 2024Q4: 69,199 shares; 2025Q1: 88,339 shares; 2025Q2: 88,339 shares; 2025Q3: 88,339 shares; 2025Q4: 70,281 shares; 2026Q1: 70,281 shares; 2026Q2: 70,281 shares 70,281 $688K 0.16% 0 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: 4,249 shares; 2024Q4: 6,755 shares; 2025Q1: 6,755 shares; 2025Q2: 6,798 shares; 2025Q3: 6,538 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares; 2026Q2: 6,606 shares 6,606 $686K 0.15% +22 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: 845 shares; 2025Q3: 845 shares; 2025Q4: 846 shares; 2026Q1: not reported; 2026Q2: 1,830 shares 1,830 $684K 0.15% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,150 shares; 2024Q4: 10,381 shares; 2025Q1: 11,036 shares; 2025Q2: 12,842 shares; 2025Q3: 10,507 shares; 2025Q4: 9,749 shares; 2026Q1: 7,698 shares; 2026Q2: 7,400 shares 7,400 $679K 0.15% -298 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,954 shares 4,954 $627K 0.14% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,533 shares; 2025Q3: 2,534 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares; 2026Q2: 2,565 shares 2,565 $622K 0.14% +29 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: 5,760 shares; 2025Q1: 6,261 shares; 2025Q2: 6,496 shares; 2025Q3: 8,614 shares; 2025Q4: 9,392 shares; 2026Q1: 9,151 shares; 2026Q2: 12,958 shares 12,958 $612K 0.14% +3,807 Timeline BOND 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: 3,532 shares; 2024Q4: 7,556 shares; 2025Q1: 7,515 shares; 2025Q2: 7,504 shares; 2025Q3: 7,086 shares; 2025Q4: 7,777 shares; 2026Q1: 6,595 shares; 2026Q2: 6,595 shares 6,595 $608K 0.14% 0 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: 1,109 shares; 2024Q4: 1,887 shares; 2025Q1: 1,887 shares; 2025Q2: 1,897 shares; 2025Q3: 1,888 shares; 2025Q4: 1,895 shares; 2026Q1: 1,848 shares; 2026Q2: 1,835 shares 1,835 $601K 0.14% -13 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; 2024Q3: 2,099 shares; 2024Q4: 2,101 shares; 2025Q1: 2,188 shares; 2025Q2: 2,374 shares; 2025Q3: 2,377 shares; 2025Q4: 2,382 shares; 2026Q1: 1,134 shares; 2026Q2: 1,136 shares 1,136 $594K 0.13% +2 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,095 shares; 2025Q2: 22,095 shares; 2025Q3: 22,095 shares; 2025Q4: 22,095 shares; 2026Q1: 22,095 shares; 2026Q2: 22,095 shares 22,095 $578K 0.13% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,626 shares 1,626 $576K 0.13% +26 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,176 shares; 2024Q4: 4,477 shares; 2025Q1: 2,410 shares; 2025Q2: 2,510 shares; 2025Q3: 2,733 shares; 2025Q4: 2,758 shares; 2026Q1: 2,759 shares; 2026Q2: 2,983 shares 2,983 $568K 0.13% +224 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $562K 0.13% 0 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,031 shares; 2025Q1: 18,031 shares; 2025Q2: 18,031 shares; 2025Q3: 18,031 shares; 2025Q4: 18,031 shares; 2026Q1: 18,031 shares; 2026Q2: 21,697 shares 21,697 $555K 0.13% +3,666 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: 2,216 shares; 2026Q1: 2,188 shares; 2026Q2: 2,163 shares 2,163 $552K 0.12% -25 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,013 shares; 2025Q4: 9,027 shares; 2026Q1: 7,441 shares; 2026Q2: 5,887 shares 5,887 $550K 0.12% -1,554 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,668 shares; 2025Q4: 3,354 shares; 2026Q1: 3,354 shares; 2026Q2: 3,354 shares 3,354 $548K 0.12% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,120 shares; 2024Q4: 12,145 shares; 2025Q1: 17,083 shares; 2025Q2: 21,934 shares; 2025Q3: 22,868 shares; 2025Q4: 22,123 shares; 2026Q1: 19,918 shares; 2026Q2: 20,227 shares 20,227 $537K 0.12% +309 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 2,705 shares; 2025Q1: 2,255 shares; 2025Q2: 2,406 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,350 shares; 2026Q2: 2,288 shares 2,288 $510K 0.11% -62 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $509K 0.11% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,550 shares; 2024Q4: 13,353 shares; 2025Q1: 12,876 shares; 2025Q2: 13,008 shares; 2025Q3: 12,773 shares; 2025Q4: 12,803 shares; 2026Q1: 8,035 shares; 2026Q2: 10,088 shares 10,088 $503K 0.11% +2,053 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: 686 shares; 2024Q4: 872 shares; 2025Q1: 805 shares; 2025Q2: 784 shares; 2025Q3: 784 shares; 2025Q4: 863 shares; 2026Q1: 852 shares; 2026Q2: 877 shares 877 $494K 0.11% +25 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 5,160 shares; 2025Q1: 4,909 shares; 2025Q2: 4,909 shares; 2025Q3: 4,666 shares; 2025Q4: 4,612 shares; 2026Q1: 4,545 shares; 2026Q2: 4,467 shares 4,467 $482K 0.11% -78 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,600 shares; 2024Q4: 16,990 shares; 2025Q1: 16,626 shares; 2025Q2: 16,626 shares; 2025Q3: 16,060 shares; 2025Q4: 15,286 shares; 2026Q1: 15,042 shares; 2026Q2: 13,008 shares 13,008 $475K 0.11% -2,034 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,625 shares; 2025Q3: 3,190 shares; 2025Q4: 2,922 shares; 2026Q1: 2,753 shares; 2026Q2: 2,828 shares 2,828 $474K 0.11% +75 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; 2024Q3: 3,343 shares; 2024Q4: 3,115 shares; 2025Q1: 3,502 shares; 2025Q2: 4,188 shares; 2025Q3: 4,338 shares; 2025Q4: 4,463 shares; 2026Q1: 4,107 shares; 2026Q2: 3,725 shares 3,725 $464K 0.1% -382 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: 374 shares; 2024Q4: 434 shares; 2025Q1: 435 shares; 2025Q2: 538 shares; 2025Q3: 539 shares; 2025Q4: 540 shares; 2026Q1: 548 shares; 2026Q2: 615 shares 615 $460K 0.1% +67 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: 2,634 shares 2,634 $450K 0.1% new 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: not reported; 2024Q4: 7,721 shares; 2025Q1: 7,669 shares; 2025Q2: 7,672 shares; 2025Q3: 7,890 shares; 2025Q4: 7,867 shares; 2026Q1: 7,890 shares; 2026Q2: 7,799 shares 7,799 $444K 0.1% -91 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 5,138 shares; 2025Q1: 5,578 shares; 2025Q2: 1,329 shares; 2025Q3: 1,320 shares; 2025Q4: 1,264 shares; 2026Q1: 1,138 shares; 2026Q2: 1,147 shares 1,147 $442K 0.1% +9 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares; 2026Q2: 3,179 shares 3,179 $442K 0.1% +13 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,525 shares; 2026Q1: 6,525 shares; 2026Q2: 6,525 shares 6,525 $440K 0.1% 0 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,546 shares; 2024Q4: 9,546 shares; 2025Q1: 9,546 shares; 2025Q2: 9,546 shares; 2025Q3: 9,546 shares; 2025Q4: 8,266 shares; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $439K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 3,076 shares; 2025Q1: 3,002 shares; 2025Q2: 3,019 shares; 2025Q3: 2,976 shares; 2025Q4: 2,996 shares; 2026Q1: 3,060 shares; 2026Q2: 2,919 shares 2,919 $428K 0.1% -141 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 7,268 shares; 2025Q1: 7,270 shares; 2025Q2: 7,157 shares; 2025Q3: 7,159 shares; 2025Q4: 7,162 shares; 2026Q1: 7,110 shares; 2026Q2: 6,988 shares 6,988 $403K 0.09% -122 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 4,191 shares; 2025Q1: 4,187 shares; 2025Q2: 4,182 shares; 2025Q3: 3,922 shares; 2025Q4: 3,919 shares; 2026Q1: 3,619 shares; 2026Q2: 3,619 shares 3,619 $399K 0.09% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 11,115 shares; 2025Q2: 11,115 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 9,300 shares; 2026Q2: 9,300 shares 9,300 $396K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 4,660 shares; 2025Q1: 4,595 shares; 2025Q2: 4,635 shares; 2025Q3: 4,604 shares; 2025Q4: 4,458 shares; 2026Q1: 4,464 shares; 2026Q2: 4,352 shares 4,352 $395K 0.09% -112 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 2,287 shares 2,287 $387K 0.09% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,952 shares; 2024Q4: 4,952 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 4,952 shares; 2025Q4: 4,955 shares; 2026Q1: 4,955 shares; 2026Q2: 4,955 shares 4,955 $386K 0.09% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,394 shares 1,394 $385K 0.09% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares; 2026Q2: 1,317 shares 1,317 $383K 0.09% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,283 shares; 2025Q4: 1,287 shares; 2026Q1: 1,211 shares; 2026Q2: 1,212 shares 1,212 $371K 0.08% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $360K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,714 shares; 2025Q1: 5,621 shares; 2025Q2: 5,388 shares; 2025Q3: 5,012 shares; 2025Q4: 4,915 shares; 2026Q1: 4,270 shares; 2026Q2: 4,251 shares 4,251 $351K 0.08% -19 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 1,018 shares 1,018 $344K 0.08% new Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,341 shares; 2024Q4: 26,237 shares; 2025Q1: 26,181 shares; 2025Q2: 26,139 shares; 2025Q3: 23,391 shares; 2025Q4: 23,387 shares; 2026Q1: 15,713 shares; 2026Q2: 15,068 shares 15,068 $339K 0.08% -645 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,411 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares; 2026Q2: 1,421 shares 1,421 $338K 0.08% +7 Timeline EQT EQT CORP More: the full row for EQT 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: 6,313 shares 6,313 $336K 0.08% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,059 shares; 2024Q4: 2,059 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $328K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,600 shares; 2025Q1: 4,093 shares; 2025Q2: 4,158 shares; 2025Q3: 4,126 shares; 2025Q4: 4,277 shares; 2026Q1: 3,903 shares; 2026Q2: 3,903 shares 3,903 $317K 0.07% 0 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 9,855 shares; 2025Q4: 9,920 shares; 2026Q1: 8,414 shares; 2026Q2: 8,414 shares 8,414 $316K 0.07% 0 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: 2,170 shares 2,170 $303K 0.07% new 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: not reported; 2026Q1: not reported; 2026Q2: 7,144 shares 7,144 $302K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,637 shares; 2025Q2: 5,639 shares; 2025Q3: 6,424 shares; 2025Q4: 6,060 shares; 2026Q1: 5,216 shares; 2026Q2: 5,216 shares 5,216 $301K 0.07% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 16,871 shares; 2026Q1: 16,871 shares; 2026Q2: 16,871 shares 16,871 $299K 0.07% 0 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: 4,182 shares; 2024Q4: 4,142 shares; 2025Q1: 4,107 shares; 2025Q2: 4,305 shares; 2025Q3: 3,965 shares; 2025Q4: 3,974 shares; 2026Q1: 3,954 shares; 2026Q2: 3,501 shares 3,501 $290K 0.07% -453 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 2,506 shares 2,506 $289K 0.07% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,001 shares; 2024Q4: 5,372 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 3,995 shares; 2026Q1: 2,347 shares; 2026Q2: 2,347 shares 2,347 $286K 0.06% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: 2,065 shares; 2025Q3: 2,365 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,394 shares 2,394 $281K 0.06% -8 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,102 shares; 2026Q1: 2,012 shares; 2026Q2: 1,994 shares 1,994 $277K 0.06% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares; 2026Q1: not reported; 2026Q2: 748 shares 748 $277K 0.06% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,484 shares; 2025Q3: 4,484 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares; 2026Q2: 4,326 shares 4,326 $276K 0.06% -158 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: 2,162 shares; 2025Q1: 2,362 shares; 2025Q2: 2,493 shares; 2025Q3: 2,761 shares; 2025Q4: 2,566 shares; 2026Q1: 1,511 shares; 2026Q2: 1,522 shares 1,522 $275K 0.06% +11 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 568 shares 568 $274K 0.06% new Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,763 shares; 2026Q1: 11,438 shares; 2026Q2: 13,876 shares 13,876 $260K 0.06% +2,438 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,067 shares; 2024Q4: 13,822 shares; 2025Q1: 13,847 shares; 2025Q2: 13,876 shares; 2025Q3: 13,905 shares; 2025Q4: 13,808 shares; 2026Q1: 12,037 shares; 2026Q2: 12,037 shares 12,037 $258K 0.06% 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: 3,973 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,157 shares 2,157 $253K 0.06% 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; 2024Q3: 11,207 shares; 2024Q4: 15,623 shares; 2025Q1: 15,174 shares; 2025Q2: 15,488 shares; 2025Q3: 14,686 shares; 2025Q4: 14,532 shares; 2026Q1: 10,448 shares; 2026Q2: 10,448 shares 10,448 $252K 0.06% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250 $250K 0.06% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,007 shares 3,007 $249K 0.06% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,939 shares; 2026Q1: not reported; 2026Q2: 2,695 shares 2,695 $247K 0.06% new Timeline DVY 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: 1,591 shares; 2025Q1: 1,597 shares; 2025Q2: 1,612 shares; 2025Q3: 1,627 shares; 2025Q4: 1,645 shares; 2026Q1: 1,553 shares; 2026Q2: 1,566 shares 1,566 $245K 0.06% +13 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: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 4,775 shares 4,775 $242K 0.05% -400 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 704 shares; 2026Q1: 451 shares; 2026Q2: 467 shares 467 $238K 0.05% +16 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 2,667 shares; 2025Q1: 2,685 shares; 2025Q2: 2,683 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,899 shares 2,899 $229K 0.05% new Timeline VGVT VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,396 shares; 2026Q1: not reported; 2026Q2: 3,042 shares 3,042 $229K 0.05% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 2,983 shares; 2026Q2: 2,983 shares 2,983 $228K 0.05% 0 Timeline VNQ 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: 3,281 shares; 2024Q4: 3,628 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 2,861 shares; 2025Q4: 2,831 shares; 2026Q1: 2,781 shares; 2026Q2: 2,335 shares 2,335 $225K 0.05% -446 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 5,231 shares; 2026Q1: not reported; 2026Q2: 4,535 shares 4,535 $223K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,611 shares; 2026Q2: 1,623 shares 1,623 $222K 0.05% +12 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 4,894 shares 4,894 $218K 0.05% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,128 shares; 2025Q2: 2,229 shares; 2025Q3: 2,270 shares; 2025Q4: 2,370 shares; 2026Q1: 2,195 shares; 2026Q2: 2,092 shares 2,092 $217K 0.05% -103 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 849 shares 849 $216K 0.05% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 6,023 shares; 2025Q1: 6,040 shares; 2025Q2: 5,919 shares; 2025Q3: 8,198 shares; 2025Q4: 5,659 shares; 2026Q1: 4,906 shares; 2026Q2: 4,906 shares 4,906 $208K 0.05% 0 Timeline SITM SITIME CORP More: the full row for SITIME 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: 275 shares 275 $205K 0.05% new Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,590 shares; 2026Q1: not reported; 2026Q2: 8,142 shares 8,142 $205K 0.05% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,200 shares; 2025Q2: 1,201 shares; 2025Q3: 1,202 shares; 2025Q4: 1,204 shares; 2026Q1: 1,205 shares; 2026Q2: 1,207 shares 1,207 $201K 0.05% +2 Timeline TVRD TVARDI THERAPEUTICS INC More: the full row for TVARDI THERAPEUTICS 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: 80,771 shares; 2026Q1: 63,241 shares; 2026Q2: 63,241 shares 63,241 $120K 0.03% 0 Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,870 shares; 2026Q1: 10,870 shares; 2026Q2: 10,870 shares 10,870 $107K 0.02% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT 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: 16,127 shares; 2026Q1: 16,479 shares; 2026Q2: 20,471 shares 20,471 $74.5K 0.02% +3,992 Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $25.2K 0.01% 0 CAN CANAAN INC More: the full row for CANAAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares 31,000 $8.9K <0.01% 0 Timeline