IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,940 shares; 2024Q4: 89,118 shares; 2025Q1: 85,477 shares; 2025Q2: 86,989 shares; 2025Q3: 85,129 shares; 2025Q4: 86,886 shares; 2026Q1: 88,728 shares; 2026Q2: 93,258 shares 93,258 $69.8M 9.1% +4,530 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,205 shares; 2024Q4: 174,963 shares; 2025Q1: 174,538 shares; 2025Q2: 172,157 shares; 2025Q3: 166,363 shares; 2025Q4: 162,230 shares; 2026Q1: 161,579 shares; 2026Q2: 159,905 shares 159,905 $65.5M 8.53% -1,674 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; 2024Q3: 769,558 shares; 2024Q4: 832,428 shares; 2025Q1: 811,781 shares; 2025Q2: 831,895 shares; 2025Q3: 872,902 shares; 2025Q4: 937,379 shares; 2026Q1: 878,087 shares; 2026Q2: 960,511 shares 960,511 $44.2M 5.76% +82,424 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: 450,679 shares; 2024Q4: 407,923 shares; 2025Q1: 369,568 shares; 2025Q2: 331,192 shares; 2025Q3: 277,302 shares; 2025Q4: 265,206 shares; 2026Q1: 246,907 shares; 2026Q2: 175,144 shares 175,144 $41.4M 5.4% -71,763 Timeline XAR 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: 61,598 shares; 2024Q4: 74,384 shares; 2025Q1: 85,638 shares; 2025Q2: 107,397 shares; 2025Q3: 125,528 shares; 2025Q4: 129,985 shares; 2026Q1: 133,374 shares; 2026Q2: 143,072 shares 143,072 $40.6M 5.29% +9,698 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: 94,452 shares; 2024Q4: 106,625 shares; 2025Q1: 108,903 shares; 2025Q2: 106,655 shares; 2025Q3: 106,834 shares; 2025Q4: 119,127 shares; 2026Q1: 130,532 shares; 2026Q2: 448,329 shares 448,329 $36.1M 4.71% +317,797 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; 2024Q3: 1,702 shares; 2024Q4: 1,916 shares; 2025Q1: 23,860 shares; 2025Q2: 27,574 shares; 2025Q3: 34,446 shares; 2025Q4: 46,847 shares; 2026Q1: 76,743 shares; 2026Q2: 109,025 shares 109,025 $33M 4.3% +32,282 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,416 shares; 2024Q4: 45,808 shares; 2025Q1: 40,042 shares; 2025Q2: 37,560 shares; 2025Q3: 38,131 shares; 2025Q4: 37,764 shares; 2026Q1: 36,510 shares; 2026Q2: 271,246 shares 271,246 $32.4M 4.22% +234,736 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,871 shares; 2024Q4: 28,849 shares; 2025Q1: 33,372 shares; 2025Q2: 35,311 shares; 2025Q3: 37,085 shares; 2025Q4: 39,547 shares; 2026Q1: 43,134 shares; 2026Q2: 244,578 shares 244,578 $21.1M 2.75% +201,444 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: 86,204 shares; 2024Q4: 138,933 shares; 2025Q1: 179,143 shares; 2025Q2: 196,729 shares; 2025Q3: 203,701 shares; 2025Q4: 223,904 shares; 2026Q1: 271,519 shares; 2026Q2: 288,183 shares 288,183 $20.5M 2.68% +16,664 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,374 shares; 2024Q4: 75,145 shares; 2025Q1: 86,017 shares; 2025Q2: 107,313 shares; 2025Q3: 123,383 shares; 2025Q4: 151,627 shares; 2026Q1: 196,315 shares; 2026Q2: 206,344 shares 206,344 $19.9M 2.6% +10,029 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: 33,648 shares; 2024Q4: 26,949 shares; 2025Q1: 30,007 shares; 2025Q2: 28,950 shares; 2025Q3: 29,689 shares; 2025Q4: 27,715 shares; 2026Q1: 76,663 shares; 2026Q2: 77,616 shares 77,616 $18.5M 2.41% +953 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,823 shares; 2024Q4: 6,711 shares; 2025Q1: 6,711 shares; 2025Q2: 6,589 shares; 2025Q3: 6,443 shares; 2025Q4: 49,961 shares; 2026Q1: 64,710 shares; 2026Q2: 59,700 shares 59,700 $17.9M 2.34% -5,010 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: 101,835 shares; 2024Q4: 128,701 shares; 2025Q1: 141,821 shares; 2025Q2: 142,017 shares; 2025Q3: 140,034 shares; 2025Q4: 140,099 shares; 2026Q1: 147,796 shares; 2026Q2: 145,613 shares 145,613 $16.5M 2.15% -2,183 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,955 shares; 2024Q4: 176,965 shares; 2025Q1: 158,868 shares; 2025Q2: 126,013 shares; 2025Q3: 104,292 shares; 2025Q4: 116,281 shares; 2026Q1: 204,150 shares; 2026Q2: 206,081 shares 206,081 $15.9M 2.07% +1,931 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: 16,691 shares; 2024Q4: 17,300 shares; 2025Q1: 19,477 shares; 2025Q2: 20,323 shares; 2025Q3: 20,571 shares; 2025Q4: 21,283 shares; 2026Q1: 22,021 shares; 2026Q2: 22,135 shares 22,135 $15.2M 1.98% +114 Timeline 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; 2024Q3: 170,676 shares; 2024Q4: 513,712 shares; 2025Q1: 515,314 shares; 2025Q2: 503,185 shares; 2025Q3: 462,870 shares; 2025Q4: 453,283 shares; 2026Q1: 454,701 shares; 2026Q2: 456,688 shares 456,688 $13.4M 1.75% +1,987 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,332 shares; 2025Q3: 27,589 shares; 2025Q4: 38,881 shares; 2026Q1: 49,977 shares; 2026Q2: 373,287 shares 373,287 $13M 1.69% +323,310 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: 71,309 shares; 2024Q4: 69,713 shares; 2025Q1: 67,424 shares; 2025Q2: 64,317 shares; 2025Q3: 60,366 shares; 2025Q4: 55,647 shares; 2026Q1: 55,820 shares; 2026Q2: 55,632 shares 55,632 $11.1M 1.45% -188 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: 130,519 shares; 2024Q4: 130,504 shares; 2025Q1: 130,633 shares; 2025Q2: 130,633 shares; 2025Q3: 130,435 shares; 2025Q4: 130,485 shares; 2026Q1: 130,435 shares; 2026Q2: 130,435 shares 130,435 $10.6M 1.38% 0 Timeline IDV 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: 110,876 shares; 2025Q3: 125,462 shares; 2025Q4: 141,385 shares; 2026Q1: 176,872 shares; 2026Q2: 241,193 shares 241,193 $9.99M 1.3% +64,321 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,834 shares; 2024Q4: 113,303 shares; 2025Q1: 107,214 shares; 2025Q2: 97,482 shares; 2025Q3: 76,087 shares; 2025Q4: 73,389 shares; 2026Q1: 72,593 shares; 2026Q2: 71,591 shares 71,591 $9.79M 1.28% -1,002 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: 50,777 shares; 2024Q4: 48,298 shares; 2025Q1: 43,411 shares; 2025Q2: 31,937 shares; 2025Q3: 32,151 shares; 2025Q4: 31,558 shares; 2026Q1: 31,523 shares; 2026Q2: 32,138 shares 32,138 $9.3M 1.21% +615 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,310 shares; 2024Q4: 57,033 shares; 2025Q1: 140,281 shares; 2025Q2: 222,075 shares; 2025Q3: 268,327 shares; 2025Q4: 185,146 shares; 2026Q1: 157,708 shares; 2026Q2: 176,500 shares 176,500 $8.93M 1.16% +18,792 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,394 shares 40,394 $8.8M 1.15% new 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: 28,813 shares; 2024Q4: 22,565 shares; 2025Q1: 23,592 shares; 2025Q2: 13,298 shares; 2025Q3: 14,493 shares; 2025Q4: 17,643 shares; 2026Q1: 22,359 shares; 2026Q2: 22,352 shares 22,352 $7.99M 1.04% -7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,152 shares; 2024Q4: 80,810 shares; 2025Q1: 64,627 shares; 2025Q2: 54,488 shares; 2025Q3: 71,135 shares; 2025Q4: 54,661 shares; 2026Q1: 41,519 shares; 2026Q2: 48,023 shares 48,023 $7.12M 0.93% +6,504 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,487 shares; 2026Q1: 74,577 shares; 2026Q2: 74,577 shares 74,577 $6.97M 0.91% 0 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; 2024Q3: 239,745 shares; 2024Q4: 208,504 shares; 2025Q1: 183,646 shares; 2025Q2: 144,928 shares; 2025Q3: 120,163 shares; 2025Q4: 180,627 shares; 2026Q1: 134,091 shares; 2026Q2: 119,936 shares 119,936 $6.37M 0.83% -14,155 Timeline SCHM 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: 5,294 shares; 2024Q4: 14,048 shares; 2025Q1: 13,841 shares; 2025Q2: 13,694 shares; 2025Q3: 13,702 shares; 2025Q4: 12,177 shares; 2026Q1: 12,177 shares; 2026Q2: 167,608 shares 167,608 $6.18M 0.81% +155,431 Timeline VCRB 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: 23,067 shares; 2024Q4: 35,061 shares; 2025Q1: 30,952 shares; 2025Q2: 33,148 shares; 2025Q3: 33,725 shares; 2025Q4: 43,929 shares; 2026Q1: 47,855 shares; 2026Q2: 78,493 shares 78,493 $6.06M 0.79% +30,638 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: 41,116 shares; 2024Q4: 39,391 shares; 2025Q1: 31,150 shares; 2025Q2: 28,587 shares; 2025Q3: 28,296 shares; 2025Q4: 27,882 shares; 2026Q1: 19,917 shares; 2026Q2: 15,934 shares 15,934 $5.94M 0.77% -3,983 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,020 shares; 2026Q1: 41,400 shares; 2026Q2: 38,000 shares 38,000 $5.89M 0.77% -3,400 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,239 shares; 2025Q1: 40,863 shares; 2025Q2: 46,149 shares; 2025Q3: 45,099 shares; 2025Q4: 45,098 shares; 2026Q1: 45,850 shares; 2026Q2: 45,777 shares 45,777 $5.34M 0.7% -73 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: 6,668 shares; 2024Q4: 6,586 shares; 2025Q1: 6,593 shares; 2025Q2: 6,598 shares; 2025Q3: 6,608 shares; 2025Q4: 6,613 shares; 2026Q1: 6,666 shares; 2026Q2: 6,663 shares 6,663 $4.98M 0.65% -3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,990 shares; 2024Q4: 9,925 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 9,913 shares; 2025Q4: 9,913 shares; 2026Q1: 9,913 shares; 2026Q2: 39,652 shares 39,652 $4.92M 0.64% +29,739 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; 2024Q3: 118,257 shares; 2024Q4: 87,205 shares; 2025Q1: 86,698 shares; 2025Q2: 104,448 shares; 2025Q3: 105,237 shares; 2025Q4: 115,480 shares; 2026Q1: 176,441 shares; 2026Q2: 177,581 shares 177,581 $4.92M 0.64% +1,140 Timeline VUSB 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: 69,592 shares; 2024Q4: 53,010 shares; 2025Q1: 152,576 shares; 2025Q2: 139,038 shares; 2025Q3: 142,672 shares; 2025Q4: 87,549 shares; 2026Q1: 82,572 shares; 2026Q2: 91,082 shares 91,082 $4.53M 0.59% +8,510 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 689 shares; 2025Q2: 661 shares; 2025Q3: 710 shares; 2025Q4: 1,318 shares; 2026Q1: 3,467 shares; 2026Q2: 3,658 shares 3,658 $3.9M 0.51% +191 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 33,000 shares; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000 $3.71M 0.48% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,421 shares; 2024Q4: 293,324 shares; 2025Q1: 288,474 shares; 2025Q2: 259,268 shares; 2025Q3: 201,431 shares; 2025Q4: 184,518 shares; 2026Q1: 181,490 shares; 2026Q2: 176,063 shares 176,063 $3.37M 0.44% -5,427 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: 8,587 shares; 2024Q4: 8,581 shares; 2025Q1: 8,597 shares; 2025Q2: 8,775 shares; 2025Q3: 8,836 shares; 2025Q4: 8,979 shares; 2026Q1: 9,048 shares; 2026Q2: 8,978 shares 8,978 $3.17M 0.41% -70 Timeline VONE 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: 9,976 shares; 2024Q4: 9,976 shares; 2025Q1: 9,976 shares; 2025Q2: 9,976 shares; 2025Q3: 9,976 shares; 2025Q4: 9,051 shares; 2026Q1: 9,051 shares; 2026Q2: 9,051 shares 9,051 $3.07M 0.4% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,598 shares; 2024Q4: 8,869 shares; 2025Q1: 8,723 shares; 2025Q2: 12,436 shares; 2025Q3: 8,526 shares; 2025Q4: 8,134 shares; 2026Q1: 8,134 shares; 2026Q2: 8,134 shares 8,134 $2.87M 0.37% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,021 shares; 2024Q4: 278,238 shares; 2025Q1: 309,203 shares; 2025Q2: 334,834 shares; 2025Q3: 335,166 shares; 2025Q4: 155,689 shares; 2026Q1: 50,029 shares; 2026Q2: 52,653 shares 52,653 $2.73M 0.36% +2,624 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,901 shares; 2024Q4: 26,807 shares; 2025Q1: 26,591 shares; 2025Q2: 29,681 shares; 2025Q3: 31,198 shares; 2025Q4: 40,068 shares; 2026Q1: 42,987 shares; 2026Q2: 53,432 shares 53,432 $2.69M 0.35% +10,445 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: 327,561 shares; 2024Q4: 398,804 shares; 2025Q1: 321,448 shares; 2025Q2: 66,696 shares; 2025Q3: 62,468 shares; 2025Q4: 44,533 shares; 2026Q1: 45,905 shares; 2026Q2: 47,215 shares 47,215 $2.39M 0.31% +1,310 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 55,000 shares; 2026Q1: 42,167 shares; 2026Q2: 64,946 shares 64,946 $2.39M 0.31% +22,779 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,873 shares; 2024Q4: 14,359 shares; 2025Q1: 14,130 shares; 2025Q2: 13,948 shares; 2025Q3: 13,957 shares; 2025Q4: 13,751 shares; 2026Q1: 13,751 shares; 2026Q2: 13,656 shares 13,656 $2.26M 0.29% -95 Timeline AOM 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: 47,971 shares; 2025Q4: 47,345 shares; 2026Q1: 46,253 shares; 2026Q2: 45,013 shares 45,013 $2.25M 0.29% -1,240 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 105,000 shares; 2026Q1: 105,000 shares; 2026Q2: 90,000 shares 90,000 $2.13M 0.28% -15,000 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 52,000 shares; 2026Q1: 45,130 shares; 2026Q2: 45,130 shares 45,130 $2.02M 0.26% 0 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: 32,601 shares; 2024Q4: 94,769 shares; 2025Q1: 94,004 shares; 2025Q2: 88,531 shares; 2025Q3: 71,153 shares; 2025Q4: 48,069 shares; 2026Q1: 202,188 shares; 2026Q2: 56,712 shares 56,712 $1.8M 0.23% -145,476 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; 2024Q3: 26,178 shares; 2024Q4: 49,083 shares; 2025Q1: 38,147 shares; 2025Q2: 31,108 shares; 2025Q3: 27,792 shares; 2025Q4: 53,121 shares; 2026Q1: 50,544 shares; 2026Q2: 49,144 shares 49,144 $1.78M 0.23% -1,400 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,096 shares; 2024Q4: 7,096 shares; 2025Q1: 7,096 shares; 2025Q2: 7,621 shares; 2025Q3: 7,624 shares; 2025Q4: 7,427 shares; 2026Q1: 7,096 shares; 2026Q2: 7,096 shares 7,096 $1.72M 0.22% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,741 shares; 2024Q4: 54,045 shares; 2025Q1: 55,942 shares; 2025Q2: 56,728 shares; 2025Q3: 60,670 shares; 2025Q4: 20,089 shares; 2026Q1: 9,517 shares; 2026Q2: 20,735 shares 20,735 $1.7M 0.22% +11,218 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,216 shares; 2024Q4: 12,216 shares; 2025Q1: 12,216 shares; 2025Q2: 12,216 shares; 2025Q3: 12,503 shares; 2025Q4: 12,503 shares; 2026Q1: 12,361 shares; 2026Q2: 12,361 shares 12,361 $1.7M 0.22% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,306 shares 2,306 $1.64M 0.21% new Timeline VGIT 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: 7,445 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,232 shares; 2026Q1: 274,511 shares; 2026Q2: 25,345 shares 25,345 $1.49M 0.19% -249,166 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,714 shares; 2025Q1: 4,739 shares; 2025Q2: 4,717 shares; 2025Q3: 4,508 shares; 2025Q4: 4,494 shares; 2026Q1: 4,576 shares; 2026Q2: 4,562 shares 4,562 $1.49M 0.19% -14 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares; 2026Q2: 1,241 shares 1,241 $1.46M 0.19% +613 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 3,898 shares; 2025Q1: 3,911 shares; 2025Q2: 3,911 shares; 2025Q3: 5,495 shares; 2025Q4: 5,495 shares; 2026Q1: 6,698 shares; 2026Q2: 6,495 shares 6,495 $1.23M 0.16% -203 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,191 shares; 2024Q4: 10,191 shares; 2025Q1: 10,191 shares; 2025Q2: 10,191 shares; 2025Q3: 10,191 shares; 2025Q4: 10,191 shares; 2026Q1: 10,191 shares; 2026Q2: 10,190 shares 10,190 $1.12M 0.15% -1 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: 1,126 shares; 2024Q4: 1,152 shares; 2025Q1: 1,582 shares; 2025Q2: 1,130 shares; 2025Q3: 1,116 shares; 2025Q4: 1,164 shares; 2026Q1: 1,125 shares; 2026Q2: 1,124 shares 1,124 $1.05M 0.14% -1 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: 2,449 shares; 2024Q4: 2,443 shares; 2025Q1: 2,233 shares; 2025Q2: 1,814 shares; 2025Q3: 1,831 shares; 2025Q4: 1,579 shares; 2026Q1: 1,581 shares; 2026Q2: 1,416 shares 1,416 $1.04M 0.14% -165 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: 2,603 shares; 2024Q4: 3,358 shares; 2025Q1: 7,843 shares; 2025Q2: 4,392 shares; 2025Q3: 6,270 shares; 2025Q4: 5,786 shares; 2026Q1: 2,569 shares; 2026Q2: 1,676 shares 1,676 $944K 0.12% -893 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 202,739 shares; 2026Q1: not reported; 2026Q2: 49,472 shares 49,472 $934K 0.12% new 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: 3,356 shares; 2024Q4: 3,452 shares; 2025Q1: 3,322 shares; 2025Q2: 3,557 shares; 2025Q3: 3,550 shares; 2025Q4: 3,479 shares; 2026Q1: 3,482 shares; 2026Q2: 3,453 shares 3,453 $869K 0.11% -29 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: 3,834 shares; 2024Q4: 3,426 shares; 2025Q1: 3,414 shares; 2025Q2: 3,402 shares; 2025Q3: 3,392 shares; 2025Q4: 3,381 shares; 2026Q1: 3,381 shares; 2026Q2: 3,315 shares 3,315 $842K 0.11% -66 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: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,656 shares; 2025Q3: 2,656 shares; 2025Q4: 2,656 shares; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656 $814K 0.11% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 22,431 shares; 2026Q2: 22,431 shares 22,431 $800K 0.1% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,898 shares; 2024Q4: 31,341 shares; 2025Q1: 20,941 shares; 2025Q2: 22,836 shares; 2025Q3: 35,934 shares; 2025Q4: 51,533 shares; 2026Q1: 50,487 shares; 2026Q2: 15,250 shares 15,250 $799K 0.1% -35,237 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: 2,131 shares; 2024Q4: 2,140 shares; 2025Q1: 2,393 shares; 2025Q2: 2,291 shares; 2025Q3: 2,218 shares; 2025Q4: 2,316 shares; 2026Q1: 2,480 shares; 2026Q2: 2,042 shares 2,042 $771K 0.1% -438 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: 3,148 shares; 2024Q4: 3,227 shares; 2025Q1: 3,128 shares; 2025Q2: 3,299 shares; 2025Q3: 3,419 shares; 2025Q4: 3,086 shares; 2026Q1: 3,047 shares; 2026Q2: 1,805 shares 1,805 $750K 0.1% -1,242 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: 380 shares; 2024Q4: 410 shares; 2025Q1: 425 shares; 2025Q2: 476 shares; 2025Q3: 561 shares; 2025Q4: 566 shares; 2026Q1: 535 shares; 2026Q2: 602 shares 602 $723K 0.09% +67 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,609 shares; 2024Q4: 6,796 shares; 2025Q1: 7,803 shares; 2025Q2: 7,877 shares; 2025Q3: 8,242 shares; 2025Q4: 8,354 shares; 2026Q1: 8,361 shares; 2026Q2: 7,930 shares 7,930 $696K 0.09% -431 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: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,248 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $691K 0.09% 0 Timeline SPYX 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: 17,865 shares; 2024Q4: 14,723 shares; 2025Q1: 13,001 shares; 2025Q2: 12,705 shares; 2025Q3: 12,705 shares; 2025Q4: 11,327 shares; 2026Q1: 11,327 shares; 2026Q2: 11,164 shares 11,164 $682K 0.09% -163 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,069 shares; 2024Q4: 29,568 shares; 2025Q1: 29,068 shares; 2025Q2: 29,068 shares; 2025Q3: 29,068 shares; 2025Q4: 29,068 shares; 2026Q1: 29,068 shares; 2026Q2: 29,068 shares 29,068 $656K 0.09% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,761 shares; 2024Q4: 3,761 shares; 2025Q1: 3,761 shares; 2025Q2: 3,761 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,931 shares; 2026Q2: 3,931 shares 3,931 $647K 0.08% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 3,884 shares; 2025Q1: 4,829 shares; 2025Q2: 4,680 shares; 2025Q3: 3,532 shares; 2025Q4: 3,532 shares; 2026Q1: 835 shares; 2026Q2: 821 shares 821 $627K 0.08% -14 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: 752 shares; 2024Q4: 674 shares; 2025Q1: 732 shares; 2025Q2: 758 shares; 2025Q3: 737 shares; 2025Q4: 582 shares; 2026Q1: 581 shares; 2026Q2: 562 shares 562 $568K 0.07% -19 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,880 shares 36,880 $557K 0.07% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,454 shares 1,454 $544K 0.07% new Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 21,000 shares 21,000 $491K 0.06% new 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: 4,112 shares; 2024Q4: 4,111 shares; 2025Q1: 4,049 shares; 2025Q2: 3,929 shares; 2025Q3: 3,916 shares; 2025Q4: 3,559 shares; 2026Q1: 3,559 shares; 2026Q2: 3,314 shares 3,314 $486K 0.06% -245 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,430 shares; 2024Q4: 25,417 shares; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 3,058 shares; 2025Q4: 2,847 shares; 2026Q1: 1,615 shares; 2026Q2: 1,442 shares 1,442 $483K 0.06% -173 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: 2,803 shares; 2024Q4: 2,796 shares; 2025Q1: 2,792 shares; 2025Q2: 2,669 shares; 2025Q3: 2,639 shares; 2025Q4: 2,666 shares; 2026Q1: 2,469 shares; 2026Q2: 2,490 shares 2,490 $474K 0.06% +21 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,086 shares; 2024Q4: 11,010 shares; 2025Q1: 10,975 shares; 2025Q2: 9,406 shares; 2025Q3: 9,366 shares; 2025Q4: 8,158 shares; 2026Q1: 6,890 shares; 2026Q2: 3,152 shares 3,152 $473K 0.06% -3,738 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $469K 0.06% new Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,678 shares; 2026Q2: 5,703 shares 5,703 $460K 0.06% +1,025 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,463 shares; 2025Q1: 1,327 shares; 2025Q2: 1,347 shares; 2025Q3: 3,591 shares; 2025Q4: 3,585 shares; 2026Q1: 1,508 shares; 2026Q2: 1,359 shares 1,359 $460K 0.06% -149 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,581 shares 4,581 $420K 0.05% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,703 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: 1,687 shares 1,687 $415K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,180 shares; 2026Q1: 1,214 shares; 2026Q2: 1,229 shares 1,229 $387K 0.05% +15 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,291 shares; 2026Q1: 14,846 shares; 2026Q2: 15,701 shares 15,701 $379K 0.05% +855 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049 shares; 2024Q4: 2,049 shares; 2025Q1: 2,014 shares; 2025Q2: 2,061 shares; 2025Q3: 2,286 shares; 2025Q4: 2,419 shares; 2026Q1: 2,498 shares; 2026Q2: 2,493 shares 2,493 $378K 0.05% -5 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 1,666 shares; 2025Q1: 1,680 shares; 2025Q2: 1,659 shares; 2025Q3: 1,654 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,379 shares 1,379 $373K 0.05% -160 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,491 shares; 2024Q4: 34,337 shares; 2025Q1: 25,268 shares; 2025Q2: 26,575 shares; 2025Q3: 20,938 shares; 2025Q4: 9,734 shares; 2026Q1: 9,332 shares; 2026Q2: 6,566 shares 6,566 $369K 0.05% -2,766 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: 11,576 shares; 2024Q4: 11,392 shares; 2025Q1: 10,213 shares; 2025Q2: 10,170 shares; 2025Q3: 7,710 shares; 2025Q4: 4,590 shares; 2026Q1: 2,345 shares; 2026Q2: 1,818 shares 1,818 $368K 0.05% -527 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: 572 shares; 2024Q4: 573 shares; 2025Q1: 502 shares; 2025Q2: 605 shares; 2025Q3: 694 shares; 2025Q4: 576 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $366K 0.05% 0 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: 2,846 shares; 2024Q4: 2,847 shares; 2025Q1: 2,608 shares; 2025Q2: 2,430 shares; 2025Q3: 2,431 shares; 2025Q4: 3,361 shares; 2026Q1: 3,363 shares; 2026Q2: 3,280 shares 3,280 $362K 0.05% -83 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: 1,182 shares; 2024Q4: 1,073 shares; 2025Q1: 1,045 shares; 2025Q2: 1,036 shares; 2025Q3: 1,028 shares; 2025Q4: 916 shares; 2026Q1: 1,034 shares; 2026Q2: 1,052 shares 1,052 $361K 0.05% +18 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: 985 shares; 2024Q4: 950 shares; 2025Q1: 953 shares; 2025Q2: 958 shares; 2025Q3: 980 shares; 2025Q4: 800 shares; 2026Q1: 855 shares; 2026Q2: 851 shares 851 $358K 0.05% -4 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; 2024Q3: 1,801 shares; 2024Q4: 1,797 shares; 2025Q1: 1,796 shares; 2025Q2: 1,774 shares; 2025Q3: 1,773 shares; 2025Q4: 1,772 shares; 2026Q1: 1,650 shares; 2026Q2: 1,596 shares 1,596 $357K 0.05% -54 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,225 shares 33,225 $355K 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,936 shares; 2024Q4: 9,829 shares; 2025Q1: 9,301 shares; 2025Q2: 5,531 shares; 2025Q3: 5,000 shares; 2025Q4: 4,685 shares; 2026Q1: 4,161 shares; 2026Q2: 3,318 shares 3,318 $320K 0.04% -843 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; 2024Q3: 814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 444 shares 444 $320K 0.04% +36 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,270 shares; 2024Q4: 5,731 shares; 2025Q1: 5,741 shares; 2025Q2: 5,502 shares; 2025Q3: 6,065 shares; 2025Q4: 6,790 shares; 2026Q1: 5,467 shares; 2026Q2: 5,491 shares 5,491 $320K 0.04% +24 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,608 shares; 2024Q4: 3,630 shares; 2025Q1: 4,003 shares; 2025Q2: 3,903 shares; 2025Q3: 4,148 shares; 2025Q4: 4,161 shares; 2026Q1: 3,719 shares; 2026Q2: 3,888 shares 3,888 $285K 0.04% +169 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $278K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,572 shares; 2024Q4: 3,512 shares; 2025Q1: 3,526 shares; 2025Q2: 3,807 shares; 2025Q3: 3,795 shares; 2025Q4: 2,846 shares; 2026Q1: 2,741 shares; 2026Q2: 2,783 shares 2,783 $266K 0.03% +42 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $257K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 2,052 shares; 2025Q1: 2,050 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,796 shares; 2026Q1: 1,796 shares; 2026Q2: 1,789 shares 1,789 $256K 0.03% -7 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $256K 0.03% new 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: 2,013 shares; 2026Q1: 2,017 shares; 2026Q2: 2,021 shares 2,021 $256K 0.03% +4 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,872 shares; 2026Q2: 5,068 shares 5,068 $253K 0.03% +2,196 Timeline VTWO 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: 4,880 shares; 2024Q4: 11,060 shares; 2025Q1: 3,444 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,068 shares; 2026Q1: 2,074 shares; 2026Q2: 2,030 shares 2,030 $246K 0.03% -44 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: 2,876 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,853 shares; 2025Q3: 2,794 shares; 2025Q4: 2,778 shares; 2026Q1: 2,739 shares; 2026Q2: 2,623 shares 2,623 $238K 0.03% -116 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: 2,251 shares; 2025Q1: 2,186 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,712 shares 1,712 $232K 0.03% -41 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: 8,218 shares; 2025Q1: 5,583 shares; 2025Q2: 3,538 shares; 2025Q3: 2,352 shares; 2025Q4: 2,186 shares; 2026Q1: 1,807 shares; 2026Q2: 1,673 shares 1,673 $229K 0.03% -134 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 930 shares; 2025Q1: 1,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 785 shares; 2026Q2: 752 shares 752 $228K 0.03% -33 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $228K 0.03% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 610 shares 610 $217K 0.03% new Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,935 shares; 2025Q4: 3,994 shares; 2026Q1: 3,994 shares; 2026Q2: 3,164 shares 3,164 $209K 0.03% -830 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 740 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 740 shares 740 $206K 0.03% new 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: 9,263 shares; 2024Q4: 16,293 shares; 2025Q1: 17,243 shares; 2025Q2: 17,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $204K 0.03% new Timeline