IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 99,700 shares 99,700 $76.4M 9.85% +6,442 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 157,402 shares 157,402 $65.5M 8.45% -2,503 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; 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; 2026Q3: 1,092,579 shares 1,092,579 $49M 6.33% +132,068 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; 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; 2026Q3: 127,629 shares 127,629 $38.9M 5.02% +18,604 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; 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; 2026Q3: 158,165 shares 158,165 $36.9M 4.76% -16,979 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; 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; 2026Q3: 446,045 shares 446,045 $35M 4.51% -2,284 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; 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; 2026Q3: 260,147 shares 260,147 $32.7M 4.22% -11,099 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; 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; 2026Q3: 139,816 shares 139,816 $32.3M 4.17% -3,256 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 265,109 shares 265,109 $25.7M 3.31% +58,765 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; 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; 2026Q3: 307,945 shares 307,945 $21.7M 2.8% +19,762 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; 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; 2026Q3: 238,142 shares 238,142 $21.5M 2.77% -6,436 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; 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; 2026Q3: 71,969 shares 71,969 $17.9M 2.31% -5,647 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 60,955 shares 60,955 $16.9M 2.18% +1,255 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 226,968 shares 226,968 $16.3M 2.11% +20,887 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; 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; 2026Q3: 21,470 shares 21,470 $15M 1.94% -665 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 137,138 shares 137,138 $14.3M 1.84% -8,475 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; 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; 2026Q3: 458,190 shares 458,190 $13.7M 1.77% +1,502 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 53,365 shares 53,365 $12.2M 1.57% -2,267 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 270,342 shares 270,342 $11.4M 1.47% +29,149 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69,591 shares 69,591 $11.3M 1.46% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 130,726 shares 130,726 $11.3M 1.45% +291 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,096 shares 31,096 $10.4M 1.34% -1,042 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; 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; 2026Q3: 308,689 shares 308,689 $10.3M 1.33% -64,598 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,394 shares; 2026Q3: 46,686 shares 46,686 $10.1M 1.3% +6,292 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; 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; 2026Q3: 192,699 shares 192,699 $9.71M 1.25% +16,199 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,487 shares; 2026Q1: 74,577 shares; 2026Q2: 74,577 shares; 2026Q3: 70,723 shares 70,723 $8.16M 1.05% -3,854 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 22,256 shares 22,256 $7.66M 0.99% -96 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; 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; 2026Q3: 121,184 shares 121,184 $7.45M 0.96% +1,248 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 54,167 shares 54,167 $7.37M 0.95% +6,144 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; 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; 2026Q3: 37,853 shares 37,853 $7.08M 0.91% -7,924 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,020 shares; 2026Q1: 41,400 shares; 2026Q2: 38,000 shares; 2026Q3: 35,000 shares 35,000 $6.41M 0.83% -3,000 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,578 shares 11,578 $5.94M 0.77% -4,356 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; 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; 2026Q3: 197,724 shares 197,724 $5.43M 0.7% +20,143 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; 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; 2026Q3: 70,012 shares 70,012 $5.15M 0.66% -8,481 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; 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; 2026Q3: 6,668 shares 6,668 $5.09M 0.66% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,652 shares 39,652 $4.97M 0.64% 0 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; 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; 2026Q3: 95,051 shares 95,051 $4.71M 0.61% +3,969 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; 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; 2026Q3: 111,972 shares 111,972 $3.81M 0.49% -55,636 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; 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; 2026Q3: 171,169 shares 171,169 $3.38M 0.44% -4,894 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; 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; 2026Q3: 64,793 shares 64,793 $3.25M 0.42% +11,361 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; 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; 2026Q3: 9,051 shares 9,051 $3.11M 0.4% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 712 shares; 2025Q1: 689 shares; 2025Q2: 661 shares; 2025Q3: 710 shares; 2025Q4: 1,318 shares; 2026Q1: 3,467 shares; 2026Q2: 3,658 shares; 2026Q3: 3,799 shares 3,799 $3.08M 0.4% +141 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; 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; 2026Q3: 53,324 shares 53,324 $2.77M 0.36% +671 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,537 shares 13,537 $2.76M 0.36% -119 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,000 shares; 2026Q1: 42,167 shares; 2026Q2: 64,946 shares; 2026Q3: 65,846 shares 65,846 $2.68M 0.35% +900 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,821 shares 7,821 $2.66M 0.34% -313 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; 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; 2026Q3: 8,892 shares 8,892 $2.53M 0.33% -86 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,381 shares 29,381 $2.39M 0.31% +8,646 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; 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; 2026Q3: 48,095 shares 48,095 $2.28M 0.29% +880 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,000 shares; 2026Q1: 105,000 shares; 2026Q2: 90,000 shares; 2026Q3: 90,000 shares 90,000 $2.17M 0.28% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 44,375 shares 44,375 $2.16M 0.28% -638 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,404 shares 22,404 $1.97M 0.25% new 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; 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; 2026Q3: 58,443 shares 58,443 $1.9M 0.25% +1,731 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,096 shares 7,096 $1.76M 0.23% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,361 shares 12,361 $1.76M 0.23% 0 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; 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; 2026Q3: 48,923 shares 48,923 $1.6M 0.21% -221 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; 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; 2026Q3: 4,340 shares 4,340 $1.44M 0.19% -222 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,190 shares 10,190 $1.35M 0.17% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628 shares; 2026Q2: 1,241 shares; 2026Q3: 1,218 shares 1,218 $1.16M 0.15% -23 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; 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; 2026Q3: 1,416 shares 1,416 $1.05M 0.14% 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; 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; 2026Q3: 1,072 shares 1,072 $976K 0.13% -52 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,454 shares; 2026Q3: 2,915 shares 2,915 $910K 0.12% +1,461 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,198 shares 3,198 $886K 0.11% 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; 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; 2026Q3: 3,333 shares 3,333 $872K 0.11% -120 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; 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; 2026Q3: 3,208 shares 3,208 $849K 0.11% +2,387 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,128 shares 3,128 $828K 0.11% -187 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,431 shares; 2026Q2: 22,431 shares; 2026Q3: 29,582 shares 29,582 $779K 0.1% +7,151 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; 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; 2026Q3: 2,656 shares 2,656 $776K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,888 shares 1,888 $719K 0.09% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,729 shares 3,729 $692K 0.09% -2,766 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; 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; 2026Q3: 10,925 shares 10,925 $683K 0.09% -239 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; 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; 2026Q3: 1,446 shares 1,446 $660K 0.09% 0 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; 2024Q4: 410 shares; 2025Q1: 425 shares; 2025Q2: 476 shares; 2025Q3: 561 shares; 2025Q4: 566 shares; 2026Q1: 535 shares; 2026Q2: 602 shares; 2026Q3: 548 shares 548 $635K 0.08% -54 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,931 shares 3,931 $632K 0.08% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,823 shares 7,823 $592K 0.08% -107 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,462 shares 11,462 $587K 0.08% -3,788 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,671 shares 1,671 $587K 0.08% -371 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; 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; 2026Q3: 1,550 shares 1,550 $569K 0.07% -255 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; 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; 2026Q3: 2,469 shares 2,469 $547K 0.07% -21 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; 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; 2026Q3: 29,068 shares 29,068 $530K 0.07% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,557 shares 8,557 $508K 0.07% new 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; 2024Q4: 674 shares; 2025Q1: 732 shares; 2025Q2: 758 shares; 2025Q3: 737 shares; 2025Q4: 582 shares; 2026Q1: 581 shares; 2026Q2: 562 shares; 2026Q3: 534 shares 534 $481K 0.06% -28 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,044 shares 13,044 $469K 0.06% new Timeline JCPB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,253 shares 10,253 $459K 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; 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; 2026Q3: 5,703 shares 5,703 $454K 0.06% 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; 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; 2026Q3: 3,009 shares 3,009 $437K 0.06% -305 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,581 shares; 2026Q3: 4,590 shares 4,590 $421K 0.05% +9 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; 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; 2026Q3: 1,337 shares 1,337 $407K 0.05% -22 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; 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; 2026Q3: 1,549 shares 1,549 $400K 0.05% -47 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; 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; 2026Q3: 1,687 shares 1,687 $391K 0.05% 0 Timeline JBND 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,643 shares 7,643 $391K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,291 shares; 2026Q1: 14,846 shares; 2026Q2: 15,701 shares; 2026Q3: 16,265 shares 16,265 $388K 0.05% +564 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,078 shares 1,078 $387K 0.05% +26 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 573 shares; 2025Q1: 502 shares; 2025Q2: 605 shares; 2025Q3: 694 shares; 2025Q4: 576 shares; 2026Q1: 577 shares; 2026Q2: 577 shares; 2026Q3: 536 shares 536 $360K 0.05% -41 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,581 shares 6,581 $356K 0.05% +15 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; 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; 2026Q3: 1,431 shares 1,431 $345K 0.04% -11 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; 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; 2026Q3: 2,607 shares 2,607 $345K 0.04% +114 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,209 shares 3,209 $342K 0.04% -71 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,202 shares 1,202 $331K 0.04% -27 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; 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; 2026Q3: 1,914 shares 1,914 $329K 0.04% -1,238 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,176 shares 2,176 $328K 0.04% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,624 shares 4,624 $324K 0.04% +736 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; 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; 2026Q3: 5,565 shares 5,565 $320K 0.04% +74 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,880 shares; 2026Q3: 25,880 shares 25,880 $317K 0.04% -11,000 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,325 shares 1,325 $306K 0.04% -54 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,957 shares 2,957 $303K 0.04% new 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; 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; 2026Q3: 1,494 shares 1,494 $295K 0.04% -324 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,236 shares 3,236 $290K 0.04% new Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,973 shares 13,973 $282K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517 shares; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 444 shares; 2026Q3: 438 shares 438 $281K 0.04% -6 Timeline JPIB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,000 shares 6,000 $280K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,225 shares; 2026Q3: 24,225 shares 24,225 $279K 0.04% -9,000 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,758 shares 2,758 $273K 0.04% +135 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 950 shares; 2025Q1: 953 shares; 2025Q2: 958 shares; 2025Q3: 980 shares; 2025Q4: 800 shares; 2026Q1: 855 shares; 2026Q2: 851 shares; 2026Q3: 758 shares 758 $269K 0.03% -93 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 652 shares 652 $253K 0.03% new 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; 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; 2026Q3: 1,600 shares 1,600 $248K 0.03% -189 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 366 shares; 2026Q2: 366 shares; 2026Q3: 376 shares 376 $247K 0.03% +10 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: not reported; 2026Q3: 233 shares 233 $247K 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 708 shares 708 $239K 0.03% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,502 shares 1,502 $237K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares; 2026Q3: 2,174 shares 2,174 $234K 0.03% -190 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; 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; 2026Q3: 2,037 shares 2,037 $229K 0.03% +7 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; 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; 2026Q3: 1,441 shares 1,441 $224K 0.03% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,017 shares; 2026Q2: 2,021 shares; 2026Q3: 1,959 shares 1,959 $223K 0.03% -62 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,268 shares 2,268 $221K 0.03% -1,050 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; 2024Q4: 1,509 shares; 2025Q1: 1,502 shares; 2025Q2: 1,499 shares; 2025Q3: 1,325 shares; 2025Q4: 1,341 shares; 2026Q1: 1,301 shares; 2026Q2: not reported; 2026Q3: 1,200 shares 1,200 $220K 0.03% 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; 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; 2026Q3: 2,633 shares 2,633 $218K 0.03% -150 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; 2024Q4: 930 shares; 2025Q1: 1,717 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 785 shares; 2026Q2: 752 shares; 2026Q3: 753 shares 753 $214K 0.03% +1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,662 shares 1,662 $213K 0.03% -11 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,123 shares 1,123 $201K 0.03% -202 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,583 shares 1,583 $201K 0.03% -129 Timeline GOLDGROUP MNG INC GOLDGROUP MNG INC More: the full row for GOLDGROUP MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28,901 shares 28,901 $92.2K 0.01% new FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,000 shares 13,000 $18.5K <0.01% new Timeline