IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,329 shares; 2025Q1: 23,380 shares; 2025Q2: 11,880 shares; 2025Q3: 12,898 shares; 2025Q4: 13,535 shares; 2026Q1: 23,252 shares; 2026Q2: 35,526 shares 35,526 $26.6M 6.47% +12,274 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 166,669 shares; 2025Q1: 271,463 shares; 2025Q2: 276,719 shares; 2025Q3: 291,083 shares; 2025Q4: 270,537 shares; 2026Q1: 309,066 shares; 2026Q2: 419,748 shares 419,748 $19.4M 4.71% +110,682 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 77,191 shares; 2025Q1: 117,797 shares; 2025Q2: 130,540 shares; 2025Q3: 140,830 shares; 2025Q4: 217,733 shares; 2026Q1: 201,455 shares; 2026Q2: 220,362 shares 220,362 $15M 3.64% +18,907 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: not loaded; 2024Q4: 301 shares; 2025Q1: 450 shares; 2025Q2: 369 shares; 2025Q3: 12,512 shares; 2025Q4: 13,525 shares; 2026Q1: 14,397 shares; 2026Q2: 17,493 shares 17,493 $13.1M 3.18% +3,096 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,642 shares; 2025Q1: 25,285 shares; 2025Q2: 31,814 shares; 2025Q3: 44,843 shares; 2025Q4: 60,343 shares; 2026Q1: 57,649 shares; 2026Q2: 51,933 shares 51,933 $11.8M 2.87% -5,716 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,902 shares; 2025Q1: 67,523 shares; 2025Q2: 66,465 shares; 2025Q3: 70,838 shares; 2025Q4: 72,507 shares; 2026Q1: 80,504 shares; 2026Q2: 80,728 shares 80,728 $11.1M 2.7% +224 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,340 shares; 2025Q1: 66,928 shares; 2025Q2: 102,438 shares; 2025Q3: 112,720 shares; 2025Q4: 148,177 shares; 2026Q1: 156,925 shares; 2026Q2: 128,547 shares 128,547 $10.6M 2.59% -28,378 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 68,981 shares; 2025Q1: 73,997 shares; 2025Q2: 85,583 shares; 2025Q3: 84,456 shares; 2025Q4: 72,078 shares; 2026Q1: 70,480 shares; 2026Q2: 81,585 shares 81,585 $10.4M 2.54% +11,105 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,664 shares; 2025Q2: 6,397 shares; 2025Q3: 30,842 shares; 2025Q4: 32,476 shares; 2026Q1: 27,721 shares; 2026Q2: 101,392 shares 101,392 $8.17M 1.99% +73,671 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 122,871 shares; 2025Q1: 146,905 shares; 2025Q2: 183,381 shares; 2025Q3: 203,403 shares; 2025Q4: 215,086 shares; 2026Q1: 203,948 shares; 2026Q2: 212,646 shares 212,646 $8.11M 1.97% +8,698 Timeline MGC 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,624 shares; 2025Q4: 32,478 shares; 2026Q1: 30,391 shares; 2026Q2: 26,113 shares 26,113 $7.15M 1.74% -4,278 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,259 shares; 2025Q3: 54,646 shares; 2025Q4: 107,849 shares; 2026Q1: 139,505 shares; 2026Q2: 125,388 shares 125,388 $6.61M 1.61% -14,117 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,666 shares; 2025Q1: 20,021 shares; 2025Q2: 22,655 shares; 2025Q3: 23,920 shares; 2025Q4: 26,860 shares; 2026Q1: 177,377 shares; 2026Q2: 283,058 shares 283,058 $6.45M 1.57% +105,681 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 90,214 shares; 2025Q1: 96,642 shares; 2025Q2: 122,019 shares; 2025Q3: 122,331 shares; 2025Q4: 137,706 shares; 2026Q1: 129,417 shares; 2026Q2: 154,878 shares 154,878 $6.41M 1.56% +25,461 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,778 shares; 2025Q1: 26,021 shares; 2025Q2: 29,206 shares; 2025Q3: 25,261 shares; 2025Q4: 5,945 shares; 2026Q1: 39,191 shares; 2026Q2: 42,403 shares 42,403 $5.28M 1.28% +3,212 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: not loaded; 2024Q4: 13,000 shares; 2025Q1: 10,709 shares; 2025Q2: 10,253 shares; 2025Q3: 18,370 shares; 2025Q4: 18,851 shares; 2026Q1: 18,119 shares; 2026Q2: 25,876 shares 25,876 $5.18M 1.26% +7,757 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,733 shares; 2025Q1: 68,113 shares; 2025Q2: 82,984 shares; 2025Q3: 90,747 shares; 2025Q4: 95,885 shares; 2026Q1: 100,488 shares; 2026Q2: 102,034 shares 102,034 $5.04M 1.23% +1,546 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,836 shares; 2025Q1: 59,160 shares; 2025Q2: 71,803 shares; 2025Q3: 79,045 shares; 2025Q4: 82,780 shares; 2026Q1: 117,495 shares; 2026Q2: 119,037 shares 119,037 $5.04M 1.22% +1,542 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,084 shares; 2025Q1: 28,406 shares; 2025Q2: 32,235 shares; 2025Q3: 33,920 shares; 2025Q4: 38,358 shares; 2026Q1: 41,695 shares; 2026Q2: 52,378 shares 52,378 $4.95M 1.2% +10,683 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,740 shares; 2025Q1: 8,537 shares; 2025Q2: 8,996 shares; 2025Q3: 9,208 shares; 2025Q4: 14,119 shares; 2026Q1: 16,210 shares; 2026Q2: 14,206 shares 14,206 $4.87M 1.18% -2,004 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: not loaded; 2024Q4: 7,669 shares; 2025Q1: 8,755 shares; 2025Q2: 8,697 shares; 2025Q3: 12,138 shares; 2025Q4: 13,046 shares; 2026Q1: 13,338 shares; 2026Q2: 16,311 shares 16,311 $4.72M 1.15% +2,973 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 20,666 shares; 2025Q2: 32,635 shares; 2025Q3: 35,408 shares; 2025Q4: 42,976 shares; 2026Q1: 49,534 shares; 2026Q2: 46,078 shares 46,078 $4.62M 1.12% -3,456 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,821 shares; 2025Q4: 38,658 shares; 2026Q1: 38,511 shares; 2026Q2: 38,320 shares 38,320 $4.6M 1.12% -191 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 40,794 shares; 2025Q2: 32,519 shares; 2025Q3: 41,431 shares; 2025Q4: 37,651 shares; 2026Q1: 31,485 shares; 2026Q2: 28,010 shares 28,010 $4.6M 1.12% -3,475 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,488 shares; 2025Q1: 70,587 shares; 2025Q2: 120,572 shares; 2025Q3: 122,524 shares; 2025Q4: 97,317 shares; 2026Q1: 93,723 shares; 2026Q2: 55,754 shares 55,754 $4.27M 1.04% -37,969 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,937 shares; 2025Q1: 89,496 shares; 2025Q2: 114,217 shares; 2025Q3: 126,000 shares; 2025Q4: 133,278 shares; 2026Q1: 147,259 shares; 2026Q2: 156,810 shares 156,810 $4.11M 1% +9,551 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,457 shares; 2025Q1: 78,557 shares; 2025Q2: 105,721 shares; 2025Q3: 118,185 shares; 2025Q4: 126,982 shares; 2026Q1: 88,755 shares; 2026Q2: 90,524 shares 90,524 $4.03M 0.98% +1,769 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,842 shares; 2025Q1: 55,367 shares; 2025Q2: 69,714 shares; 2025Q3: 70,551 shares; 2025Q4: 80,220 shares; 2026Q1: 73,325 shares; 2026Q2: 86,175 shares 86,175 $4.01M 0.98% +12,850 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,328 shares; 2026Q2: 79,233 shares 79,233 $3.99M 0.97% +14,905 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,247 shares; 2026Q2: 124,160 shares 124,160 $3.95M 0.96% +33,913 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 loaded; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: not reported; 2025Q3: 17,275 shares; 2025Q4: 18,099 shares; 2026Q1: 14,293 shares; 2026Q2: 12,814 shares 12,814 $3.88M 0.94% -1,479 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,368 shares; 2025Q1: 41,915 shares; 2025Q2: 56,111 shares; 2025Q3: 60,734 shares; 2025Q4: 65,909 shares; 2026Q1: 79,864 shares; 2026Q2: 81,796 shares 81,796 $3.86M 0.94% +1,932 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99,194 shares 99,194 $3.63M 0.88% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,389 shares; 2025Q1: 56,407 shares; 2025Q2: 74,582 shares; 2025Q3: 82,347 shares; 2025Q4: 89,762 shares; 2026Q1: 98,073 shares; 2026Q2: 100,178 shares 100,178 $3.51M 0.85% +2,105 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,288 shares; 2025Q3: 88,999 shares; 2025Q4: 96,175 shares; 2026Q1: 107,165 shares; 2026Q2: 78,351 shares 78,351 $3.38M 0.82% -28,814 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 61,238 shares; 2025Q1: 76,478 shares; 2025Q2: 99,251 shares; 2025Q3: 112,959 shares; 2025Q4: 119,752 shares; 2026Q1: 141,907 shares; 2026Q2: 150,444 shares 150,444 $3.35M 0.81% +8,537 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 459 shares; 2025Q1: 9,921 shares; 2025Q2: 6,430 shares; 2025Q3: 26,304 shares; 2025Q4: 29,537 shares; 2026Q1: 38,173 shares; 2026Q2: 47,021 shares 47,021 $3.35M 0.81% +8,848 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,694 shares; 2026Q1: 33,769 shares; 2026Q2: 37,116 shares 37,116 $3.34M 0.81% +3,347 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,644 shares; 2025Q1: 43,513 shares; 2025Q2: 45,372 shares; 2025Q3: 44,581 shares; 2025Q4: 33,029 shares; 2026Q1: 31,621 shares; 2026Q2: 36,685 shares 36,685 $3.27M 0.8% +5,064 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,778 shares; 2025Q1: 52,602 shares; 2025Q2: 65,325 shares; 2025Q3: 71,942 shares; 2025Q4: 77,623 shares; 2026Q1: 81,789 shares; 2026Q2: 84,585 shares 84,585 $3.21M 0.78% +2,796 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 411 shares; 2025Q1: 5,547 shares; 2025Q2: 5,315 shares; 2025Q3: 6,740 shares; 2025Q4: 7,262 shares; 2026Q1: 7,731 shares; 2026Q2: 8,377 shares 8,377 $3.16M 0.77% +646 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,074 shares; 2025Q1: 29,723 shares; 2025Q2: 40,765 shares; 2025Q3: 41,430 shares; 2025Q4: 39,758 shares; 2026Q1: 38,955 shares; 2026Q2: 42,071 shares 42,071 $3.09M 0.75% +3,116 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: not loaded; 2024Q4: 285 shares; 2025Q1: 446 shares; 2025Q2: 798 shares; 2025Q3: 5,914 shares; 2025Q4: 5,571 shares; 2026Q1: 4,399 shares; 2026Q2: 4,008 shares 4,008 $2.95M 0.72% -391 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: not loaded; 2024Q4: 3,480 shares; 2025Q1: 5,179 shares; 2025Q2: 4,775 shares; 2025Q3: 5,639 shares; 2025Q4: 5,675 shares; 2026Q1: 5,966 shares; 2026Q2: 8,100 shares 8,100 $2.86M 0.7% +2,134 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,234 shares; 2025Q1: 56,082 shares; 2025Q2: 49,329 shares; 2025Q3: 56,077 shares; 2025Q4: 29,040 shares; 2026Q1: 21,252 shares; 2026Q2: 20,148 shares 20,148 $2.86M 0.69% -1,104 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 2,759 shares; 2025Q2: 5,767 shares; 2025Q3: 6,296 shares; 2025Q4: 6,962 shares; 2026Q1: 7,517 shares; 2026Q2: 7,698 shares 7,698 $2.75M 0.67% +181 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,073 shares 98,073 $2.75M 0.67% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,711 shares; 2025Q1: 7,459 shares; 2025Q2: 26,721 shares; 2025Q3: 31,807 shares; 2025Q4: 43,145 shares; 2026Q1: 43,649 shares; 2026Q2: 55,509 shares 55,509 $2.72M 0.66% +11,860 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,649 shares; 2025Q1: 14,145 shares; 2025Q2: 14,908 shares; 2025Q3: 15,356 shares; 2025Q4: 15,469 shares; 2026Q1: 16,741 shares; 2026Q2: 16,370 shares 16,370 $2.37M 0.58% -371 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,438 shares; 2026Q2: 47,338 shares 47,338 $2.36M 0.57% +3,900 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,407 shares; 2025Q1: 21,590 shares; 2025Q2: 22,748 shares; 2025Q3: 26,940 shares; 2025Q4: 22,455 shares; 2026Q1: 21,680 shares; 2026Q2: 23,762 shares 23,762 $2.29M 0.56% +2,082 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: not loaded; 2024Q4: 500 shares; 2025Q1: 2,154 shares; 2025Q2: 2,466 shares; 2025Q3: 3,107 shares; 2025Q4: 3,591 shares; 2026Q1: 3,825 shares; 2026Q2: 3,985 shares 3,985 $2.24M 0.55% +160 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,482 shares; 2025Q1: 7,206 shares; 2025Q2: 13,451 shares; 2025Q3: 21,013 shares; 2025Q4: 29,908 shares; 2026Q1: 35,568 shares; 2026Q2: 42,811 shares 42,811 $2.17M 0.53% +7,243 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: not loaded; 2024Q4: 4,160 shares; 2025Q1: 8,060 shares; 2025Q2: 7,474 shares; 2025Q3: 7,537 shares; 2025Q4: 8,062 shares; 2026Q1: 8,023 shares; 2026Q2: 8,889 shares 8,889 $2.12M 0.51% +866 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: not loaded; 2024Q4: not reported; 2025Q1: 41,919 shares; 2025Q2: 26,637 shares; 2025Q3: 28,219 shares; 2025Q4: 26,920 shares; 2026Q1: 24,570 shares; 2026Q2: 21,867 shares 21,867 $2.11M 0.51% -2,703 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: not loaded; 2024Q4: 399 shares; 2025Q1: 3,527 shares; 2025Q2: 3,469 shares; 2025Q3: 4,685 shares; 2025Q4: 5,584 shares; 2026Q1: 5,533 shares; 2026Q2: 5,583 shares 5,583 $2.08M 0.51% +50 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,142 shares 41,142 $2.07M 0.5% new Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 12,754 shares; 2025Q2: 17,615 shares; 2025Q3: 19,012 shares; 2025Q4: 20,487 shares; 2026Q1: 25,423 shares; 2026Q2: 25,743 shares 25,743 $2.07M 0.5% +320 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,601 shares; 2025Q1: 43,121 shares; 2025Q2: 56,640 shares; 2025Q3: 63,508 shares; 2025Q4: 68,321 shares; 2026Q1: 69,964 shares; 2026Q2: 73,348 shares 73,348 $2M 0.49% +3,384 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,607 shares; 2025Q2: 19,308 shares; 2025Q3: 55,959 shares; 2025Q4: 46,541 shares; 2026Q1: 44,298 shares; 2026Q2: 20,166 shares 20,166 $2M 0.49% -24,132 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: not loaded; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 26,793 shares; 2025Q4: 25,819 shares; 2026Q1: 25,318 shares; 2026Q2: 24,414 shares 24,414 $1.88M 0.46% -904 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,050 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,050 shares; 2026Q1: 19,170 shares; 2026Q2: 220,087 shares 220,087 $1.87M 0.46% +200,917 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,777 shares; 2025Q1: 24,896 shares; 2025Q2: 19,739 shares; 2025Q3: 29,645 shares; 2025Q4: 39,839 shares; 2026Q1: 23,615 shares; 2026Q2: 24,790 shares 24,790 $1.87M 0.45% +1,175 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,165 shares; 2025Q1: 11,420 shares; 2025Q2: 14,754 shares; 2025Q3: 14,563 shares; 2025Q4: 13,273 shares; 2026Q1: 12,766 shares; 2026Q2: 14,500 shares 14,500 $1.81M 0.44% +1,734 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,945 shares; 2025Q4: 34,848 shares; 2026Q1: 27,321 shares; 2026Q2: 22,970 shares 22,970 $1.79M 0.43% -4,351 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,234 shares; 2025Q1: 39,927 shares; 2025Q2: 45,769 shares; 2025Q3: 46,070 shares; 2025Q4: 26,274 shares; 2026Q1: 24,173 shares; 2026Q2: 8,121 shares 8,121 $1.78M 0.43% -16,052 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,629 shares; 2025Q4: 20,491 shares; 2026Q1: 30,623 shares; 2026Q2: 27,259 shares 27,259 $1.63M 0.4% -3,364 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 5,626 shares; 2026Q1: 5,472 shares; 2026Q2: 4,364 shares 4,364 $1.62M 0.39% -1,108 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,699 shares; 2025Q1: 39,694 shares; 2025Q2: 44,860 shares; 2025Q3: 47,322 shares; 2025Q4: 57,061 shares; 2026Q1: 43,798 shares; 2026Q2: 30,715 shares 30,715 $1.61M 0.39% -13,083 Timeline VV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,481 shares; 2025Q4: 4,481 shares; 2026Q1: 4,481 shares; 2026Q2: 4,481 shares 4,481 $1.54M 0.37% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,276 shares; 2025Q1: 12,256 shares; 2025Q2: 12,312 shares; 2025Q3: 13,963 shares; 2025Q4: 14,010 shares; 2026Q1: 13,952 shares; 2026Q2: 12,641 shares 12,641 $1.48M 0.36% -1,311 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,677 shares; 2025Q4: 16,150 shares; 2026Q1: 13,888 shares; 2026Q2: 13,645 shares 13,645 $1.47M 0.36% -243 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,495 shares; 2026Q2: 35,042 shares 35,042 $1.42M 0.35% +5,547 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 4,160 shares; 2026Q2: 4,160 shares 4,160 $1.41M 0.34% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,976 shares; 2025Q4: 16,987 shares; 2026Q1: 15,847 shares; 2026Q2: 15,665 shares 15,665 $1.34M 0.33% -182 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,314 shares; 2025Q3: 42,483 shares; 2025Q4: 50,705 shares; 2026Q1: 57,530 shares; 2026Q2: 26,455 shares 26,455 $1.34M 0.33% -31,075 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 9,310 shares; 2025Q2: 9,881 shares; 2025Q3: 12,524 shares; 2025Q4: 13,094 shares; 2026Q1: 11,641 shares; 2026Q2: 11,506 shares 11,506 $1.3M 0.32% -135 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,157 shares; 2025Q2: 1,061 shares; 2025Q3: 3,431 shares; 2025Q4: 6,838 shares; 2026Q1: 6,726 shares; 2026Q2: 6,473 shares 6,473 $1.23M 0.3% -253 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,668 shares; 2025Q1: 5,070 shares; 2025Q2: 6,563 shares; 2025Q3: 7,066 shares; 2025Q4: 14,919 shares; 2026Q1: 15,692 shares; 2026Q2: 16,098 shares 16,098 $1.21M 0.29% +406 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: not loaded; 2024Q4: 142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 1,356 shares; 2026Q1: 1,326 shares; 2026Q2: 1,672 shares 1,672 $1.15M 0.28% +346 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 10,181 shares; 2025Q3: 12,031 shares; 2025Q4: 19,530 shares; 2026Q1: 2,291 shares; 2026Q2: 2,645 shares 2,645 $968K 0.24% +354 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: not loaded; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 276 shares; 2025Q3: 325 shares; 2025Q4: 520 shares; 2026Q1: 643 shares; 2026Q2: 792 shares 792 $950K 0.23% +149 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,320 shares; 2026Q2: 25,096 shares 25,096 $940K 0.23% -224 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: not loaded; 2024Q4: 276 shares; 2025Q1: 2,258 shares; 2025Q2: 2,853 shares; 2025Q3: 3,281 shares; 2025Q4: 3,514 shares; 2026Q1: 3,037 shares; 2026Q2: 2,838 shares 2,838 $929K 0.23% -199 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $926K 0.22% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,334 shares; 2026Q2: 1,592 shares 1,592 $925K 0.22% +258 Timeline BLV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,497 shares; 2025Q4: 27,847 shares; 2026Q1: 21,415 shares; 2026Q2: 13,206 shares 13,206 $910K 0.22% -8,209 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 987 shares; 2025Q1: 5,791 shares; 2025Q2: 5,237 shares; 2025Q3: 5,448 shares; 2025Q4: 6,259 shares; 2026Q1: 5,860 shares; 2026Q2: 5,283 shares 5,283 $893K 0.22% -577 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,082 shares; 2025Q4: 15,621 shares; 2026Q1: 13,121 shares; 2026Q2: 11,131 shares 11,131 $890K 0.22% -1,990 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,426 shares; 2025Q4: 16,139 shares; 2026Q1: 15,290 shares; 2026Q2: 15,226 shares 15,226 $860K 0.21% -64 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,217 shares; 2025Q4: 3,883 shares; 2026Q1: 3,443 shares; 2026Q2: 2,837 shares 2,837 $848K 0.21% -606 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 651 shares; 2025Q1: 3,772 shares; 2025Q2: 3,802 shares; 2025Q3: 3,818 shares; 2025Q4: 3,685 shares; 2026Q1: 3,573 shares; 2026Q2: 3,432 shares 3,432 $845K 0.21% -141 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,716 shares; 2025Q4: 31,251 shares; 2026Q1: 14,711 shares; 2026Q2: 11,484 shares 11,484 $843K 0.2% -3,227 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,526 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,835 shares; 2025Q4: 6,272 shares; 2026Q1: 16,178 shares; 2026Q2: 17,762 shares 17,762 $842K 0.2% +1,584 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,023 shares; 2025Q4: 3,050 shares; 2026Q1: 2,997 shares; 2026Q2: 2,967 shares 2,967 $834K 0.2% -30 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: not loaded; 2024Q4: 860 shares; 2025Q1: 1,382 shares; 2025Q2: 1,301 shares; 2025Q3: 1,369 shares; 2025Q4: 1,837 shares; 2026Q1: 1,857 shares; 2026Q2: 2,345 shares 2,345 $804K 0.2% +488 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 576 shares; 2025Q1: 2,953 shares; 2025Q2: 2,546 shares; 2025Q3: 2,487 shares; 2025Q4: 2,304 shares; 2026Q1: 2,364 shares; 2026Q2: 2,184 shares 2,184 $791K 0.19% -180 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,146 shares; 2026Q1: 6,127 shares; 2026Q2: 8,782 shares 8,782 $779K 0.19% +2,655 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 2,465 shares; 2025Q2: 1,902 shares; 2025Q3: 3,207 shares; 2025Q4: 2,964 shares; 2026Q1: 2,766 shares; 2026Q2: 2,565 shares 2,565 $771K 0.19% -201 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: not loaded; 2024Q4: not reported; 2025Q1: 4,102 shares; 2025Q2: 4,219 shares; 2025Q3: 7,309 shares; 2025Q4: 7,315 shares; 2026Q1: 7,298 shares; 2026Q2: 6,668 shares 6,668 $736K 0.18% -630 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,132 shares; 2025Q1: 8,583 shares; 2025Q2: 8,836 shares; 2025Q3: 8,654 shares; 2025Q4: 6,458 shares; 2026Q1: 6,207 shares; 2026Q2: 7,066 shares 7,066 $728K 0.18% +859 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 674 shares; 2025Q4: 1,877 shares; 2026Q1: 2,057 shares; 2026Q2: 1,980 shares 1,980 $701K 0.17% -77 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,995 shares; 2025Q3: 16,736 shares; 2025Q4: 18,651 shares; 2026Q1: 24,456 shares; 2026Q2: 23,508 shares 23,508 $691K 0.17% -948 Timeline VIS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,307 shares; 2026Q1: 2,027 shares; 2026Q2: 1,914 shares 1,914 $690K 0.17% -113 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 204 shares; 2025Q1: 1,309 shares; 2025Q2: 1,191 shares; 2025Q3: 978 shares; 2025Q4: 1,082 shares; 2026Q1: 1,218 shares; 2026Q2: 1,429 shares 1,429 $684K 0.17% +211 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,047 shares; 2025Q1: 4,986 shares; 2025Q2: 5,152 shares; 2025Q3: 5,303 shares; 2025Q4: 4,702 shares; 2026Q1: 4,743 shares; 2026Q2: 4,374 shares 4,374 $682K 0.17% -369 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 2,933 shares; 2026Q2: 3,244 shares 3,244 $678K 0.16% +311 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,104 shares; 2025Q1: 9,753 shares; 2025Q2: 11,501 shares; 2025Q3: 11,335 shares; 2025Q4: 12,383 shares; 2026Q1: 12,220 shares; 2026Q2: 14,063 shares 14,063 $666K 0.16% +1,843 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,161 shares; 2025Q4: 4,664 shares; 2026Q1: 3,091 shares; 2026Q2: 3,108 shares 3,108 $661K 0.16% +17 Timeline XLV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,223 shares; 2025Q4: 4,619 shares; 2026Q1: 4,317 shares; 2026Q2: 4,130 shares 4,130 $655K 0.16% -187 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: not loaded; 2024Q4: 342 shares; 2025Q1: 2,072 shares; 2025Q2: 2,102 shares; 2025Q3: 2,353 shares; 2025Q4: 2,559 shares; 2026Q1: 2,428 shares; 2026Q2: 2,477 shares 2,477 $629K 0.15% +49 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,199 shares; 2025Q2: 1,093 shares; 2025Q3: 1,503 shares; 2025Q4: 1,251 shares; 2026Q1: 2,754 shares; 2026Q2: 2,828 shares 2,828 $624K 0.15% +74 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,529 shares; 2025Q4: 1,963 shares; 2026Q1: 2,068 shares; 2026Q2: 3,775 shares 3,775 $618K 0.15% +1,707 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 818 shares; 2025Q3: 1,231 shares; 2025Q4: 1,372 shares; 2026Q1: 1,479 shares; 2026Q2: 1,649 shares 1,649 $616K 0.15% +170 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 1,725 shares; 2026Q1: 2,070 shares; 2026Q2: 2,443 shares 2,443 $615K 0.15% +373 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,833 shares; 2026Q2: 14,523 shares 14,523 $602K 0.15% +690 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: not loaded; 2024Q4: not reported; 2025Q1: 2,320 shares; 2025Q2: 1,857 shares; 2025Q3: 2,741 shares; 2025Q4: 3,065 shares; 2026Q1: 3,312 shares; 2026Q2: 2,539 shares 2,539 $601K 0.15% -773 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: not loaded; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 822 shares; 2025Q3: 1,118 shares; 2025Q4: 1,378 shares; 2026Q1: 1,460 shares; 2026Q2: 1,422 shares 1,422 $598K 0.15% -38 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,317 shares; 2025Q4: 2,040 shares; 2026Q1: 2,012 shares; 2026Q2: 2,359 shares 2,359 $586K 0.14% +347 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: not loaded; 2024Q4: 494 shares; 2025Q1: 3,980 shares; 2025Q2: 3,622 shares; 2025Q3: 3,726 shares; 2025Q4: 3,684 shares; 2026Q1: 3,869 shares; 2026Q2: 3,508 shares 3,508 $581K 0.14% -361 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 1,631 shares; 2025Q2: 1,475 shares; 2025Q3: 1,476 shares; 2025Q4: 1,361 shares; 2026Q1: 1,391 shares; 2026Q2: 1,449 shares 1,449 $576K 0.14% +58 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,690 shares 5,690 $559K 0.14% +590 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,278 shares 1,278 $554K 0.13% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,315 shares; 2025Q4: 12,869 shares; 2026Q1: 11,568 shares; 2026Q2: 10,186 shares 10,186 $546K 0.13% -1,382 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,859 shares; 2026Q2: 11,489 shares 11,489 $540K 0.13% +630 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 947 shares; 2025Q1: 4,841 shares; 2025Q2: 5,753 shares; 2025Q3: 6,302 shares; 2025Q4: 5,259 shares; 2026Q1: 4,459 shares; 2026Q2: 3,859 shares 3,859 $528K 0.13% -600 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,008 shares; 2026Q1: 12,158 shares; 2026Q2: 16,210 shares 16,210 $515K 0.13% +4,052 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,934 shares; 2025Q1: not reported; 2025Q2: 9,638 shares; 2025Q3: 12,070 shares; 2025Q4: 13,080 shares; 2026Q1: 27,327 shares; 2026Q2: 21,811 shares 21,811 $505K 0.12% -5,516 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,667 shares; 2025Q1: 4,904 shares; 2025Q2: 5,864 shares; 2025Q3: 6,604 shares; 2025Q4: 5,403 shares; 2026Q1: 7,934 shares; 2026Q2: 7,233 shares 7,233 $502K 0.12% -701 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $493K 0.12% 0 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,132 shares; 2026Q2: 18,198 shares 18,198 $468K 0.11% +66 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $468K 0.11% 0 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: not loaded; 2024Q4: 411 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 3,275 shares; 2026Q1: 3,155 shares; 2026Q2: 3,142 shares 3,142 $466K 0.11% -13 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 8,786 shares; 2026Q1: 7,086 shares; 2026Q2: 5,609 shares 5,609 $466K 0.11% -1,477 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,359 shares; 2025Q4: 4,365 shares; 2026Q1: 4,368 shares; 2026Q2: 4,372 shares 4,372 $466K 0.11% +4 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,466 shares; 2025Q1: 4,529 shares; 2025Q2: 4,712 shares; 2025Q3: 4,723 shares; 2025Q4: 4,383 shares; 2026Q1: 6,149 shares; 2026Q2: 5,792 shares 5,792 $464K 0.11% -357 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares; 2026Q2: 953 shares 953 $461K 0.11% +219 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 10,361 shares; 2026Q1: 7,440 shares; 2026Q2: 7,440 shares 7,440 $455K 0.11% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,064 shares; 2026Q1: 6,112 shares; 2026Q2: 6,774 shares 6,774 $444K 0.11% +662 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 546 shares; 2025Q4: 875 shares; 2026Q1: 800 shares; 2026Q2: 888 shares 888 $444K 0.11% +88 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $432K 0.1% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 353 shares; 2025Q1: 2,188 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,062 shares; 2026Q1: 1,727 shares; 2026Q2: 1,586 shares 1,586 $431K 0.1% -141 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,243 shares; 2025Q2: 3,285 shares; 2025Q3: 2,284 shares; 2025Q4: 3,134 shares; 2026Q1: 3,040 shares; 2026Q2: 3,154 shares 3,154 $427K 0.1% +114 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,227 shares; 2025Q1: 11,874 shares; 2025Q2: 12,171 shares; 2025Q3: 16,094 shares; 2025Q4: 16,529 shares; 2026Q1: 7,376 shares; 2026Q2: 4,424 shares 4,424 $427K 0.1% -2,952 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares; 2026Q2: 2,561 shares 2,561 $419K 0.1% -300 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 321 shares; 2025Q4: 314 shares; 2026Q1: 364 shares; 2026Q2: 410 shares 410 $415K 0.1% +46 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 543 shares; 2025Q3: 768 shares; 2025Q4: 915 shares; 2026Q1: 910 shares; 2026Q2: 803 shares 803 $412K 0.1% -107 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 760 shares; 2026Q2: 3,432 shares 3,432 $410K 0.1% +2,672 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,512 shares; 2026Q2: 9,224 shares 9,224 $401K 0.1% -288 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,664 shares; 2025Q4: 6,674 shares; 2026Q1: 7,256 shares; 2026Q2: 7,454 shares 7,454 $399K 0.1% +198 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,432 shares; 2025Q4: 9,429 shares; 2026Q1: 5,019 shares; 2026Q2: 8,648 shares 8,648 $395K 0.1% +3,629 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: not loaded; 2024Q4: not reported; 2025Q1: 3,875 shares; 2025Q2: 2,749 shares; 2025Q3: 5,939 shares; 2025Q4: 10,405 shares; 2026Q1: 9,498 shares; 2026Q2: 7,337 shares 7,337 $390K 0.09% -2,161 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,283 shares 1,283 $387K 0.09% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 947 shares; 2025Q1: 4,959 shares; 2025Q2: 5,866 shares; 2025Q3: 6,536 shares; 2025Q4: 5,092 shares; 2026Q1: 3,943 shares; 2026Q2: 3,408 shares 3,408 $385K 0.09% -535 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,898 shares; 2025Q4: 7,663 shares; 2026Q1: 7,969 shares; 2026Q2: 7,974 shares 7,974 $380K 0.09% +5 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,058 shares; 2025Q1: 8,420 shares; 2025Q2: 7,990 shares; 2025Q3: 7,165 shares; 2025Q4: 15,454 shares; 2026Q1: 6,432 shares; 2026Q2: 8,360 shares 8,360 $378K 0.09% +1,928 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,271 shares; 2026Q1: 4,024 shares; 2026Q2: 3,658 shares 3,658 $376K 0.09% -366 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 9,587 shares; 2026Q1: 2,526 shares; 2026Q2: 1,524 shares 1,524 $369K 0.09% -1,002 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,271 shares; 2025Q4: 4,335 shares; 2026Q1: 4,185 shares; 2026Q2: 4,167 shares 4,167 $366K 0.09% -18 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $363K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: not reported; 2026Q2: 475 shares 475 $362K 0.09% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,926 shares; 2025Q4: 7,541 shares; 2026Q1: 7,148 shares; 2026Q2: 7,159 shares 7,159 $362K 0.09% +11 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,557 shares; 2025Q4: 11,504 shares; 2026Q1: 11,476 shares; 2026Q2: 5,740 shares 5,740 $358K 0.09% -5,736 Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,600 shares 16,600 $355K 0.09% new 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: not loaded; 2024Q4: 36 shares; 2025Q1: 330 shares; 2025Q2: 347 shares; 2025Q3: 474 shares; 2025Q4: 452 shares; 2026Q1: 421 shares; 2026Q2: 378 shares 378 $354K 0.09% -43 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,249 shares; 2025Q1: 64,670 shares; 2025Q2: 31,592 shares; 2025Q3: 28,317 shares; 2025Q4: 25,586 shares; 2026Q1: 18,215 shares; 2026Q2: 9,335 shares 9,335 $346K 0.08% -8,880 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,709 shares; 2025Q3: 10,386 shares; 2025Q4: 6,770 shares; 2026Q1: 8,735 shares; 2026Q2: 8,119 shares 8,119 $344K 0.08% -616 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 91 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,157 shares; 2026Q2: 1,151 shares 1,151 $343K 0.08% -6 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4 shares; 2025Q1: 52,171 shares; 2025Q2: 44,430 shares; 2025Q3: 64,886 shares; 2025Q4: 38,884 shares; 2026Q1: 28,444 shares; 2026Q2: 21,361 shares 21,361 $339K 0.08% -7,083 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,464 shares; 2025Q4: 3,751 shares; 2026Q1: 3,873 shares; 2026Q2: 4,140 shares 4,140 $339K 0.08% +267 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,896 shares; 2025Q4: 11,249 shares; 2026Q1: 13,625 shares; 2026Q2: 16,359 shares 16,359 $338K 0.08% +2,734 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,919 shares; 2025Q4: 11,255 shares; 2026Q1: 13,908 shares; 2026Q2: 16,488 shares 16,488 $337K 0.08% +2,580 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,791 shares; 2025Q1: 14,682 shares; 2025Q2: 13,701 shares; 2025Q3: 12,056 shares; 2025Q4: 3,498 shares; 2026Q1: 1,379 shares; 2026Q2: 1,333 shares 1,333 $336K 0.08% -46 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares; 2026Q2: 3,197 shares 3,197 $331K 0.08% -309 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,408 shares 2,408 $329K 0.08% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 715 shares; 2025Q4: 775 shares; 2026Q1: 924 shares; 2026Q2: 878 shares 878 $323K 0.08% -46 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,522 shares; 2026Q2: 1,450 shares 1,450 $321K 0.08% -1,072 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $320K 0.08% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,697 shares; 2025Q1: not reported; 2025Q2: 1,786 shares; 2025Q3: 1,794 shares; 2025Q4: 1,649 shares; 2026Q1: 2,320 shares; 2026Q2: 2,185 shares 2,185 $311K 0.08% -135 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 3,793 shares; 2025Q4: 7,087 shares; 2026Q1: 6,820 shares; 2026Q2: 6,716 shares 6,716 $305K 0.07% -104 Timeline MGK 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 3,345 shares 3,345 $294K 0.07% +2,304 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $292K 0.07% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,668 shares; 2026Q1: not reported; 2026Q2: 4,725 shares 4,725 $290K 0.07% 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: not loaded; 2024Q4: 443 shares; 2025Q1: 3,472 shares; 2025Q2: 3,681 shares; 2025Q3: 4,269 shares; 2025Q4: 3,730 shares; 2026Q1: 2,295 shares; 2026Q2: 1,957 shares 1,957 $287K 0.07% -338 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 3,381 shares; 2026Q1: 2,770 shares; 2026Q2: 2,401 shares 2,401 $282K 0.07% -369 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,934 shares; 2026Q1: 14,422 shares; 2026Q2: 12,067 shares 12,067 $270K 0.07% -2,355 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,647 shares 10,647 $266K 0.06% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,963 shares; 2025Q2: 13,706 shares; 2025Q3: 13,098 shares; 2025Q4: 11,115 shares; 2026Q1: 6,512 shares; 2026Q2: 5,776 shares 5,776 $264K 0.06% -736 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,918 shares; 2025Q4: 3,918 shares; 2026Q1: 3,919 shares; 2026Q2: 3,919 shares 3,919 $263K 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares; 2026Q2: 1,661 shares 1,661 $262K 0.06% +65 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares; 2026Q2: 1,999 shares 1,999 $259K 0.06% +306 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,477 shares; 2025Q4: 3,462 shares; 2026Q1: 3,204 shares; 2026Q2: 3,414 shares 3,414 $258K 0.06% +210 Timeline XLI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,424 shares; 2026Q1: 1,452 shares; 2026Q2: 1,388 shares 1,388 $257K 0.06% -64 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,447 shares 9,447 $254K 0.06% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares; 2026Q2: 4,775 shares 4,775 $249K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,736 shares 1,736 $242K 0.06% new Timeline BIV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,735 shares; 2025Q4: 3,992 shares; 2026Q1: 3,988 shares; 2026Q2: 3,136 shares 3,136 $241K 0.06% -852 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,754 shares 3,754 $240K 0.06% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 207 shares 207 $239K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,680 shares; 2026Q1: 1,907 shares; 2026Q2: 2,025 shares 2,025 $236K 0.06% +118 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,985 shares; 2025Q4: 5,025 shares; 2026Q1: 4,642 shares; 2026Q2: 4,491 shares 4,491 $234K 0.06% -151 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,729 shares 2,729 $231K 0.06% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,210 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,032 shares; 2026Q2: 4,217 shares 4,217 $231K 0.06% -815 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,440 shares; 2025Q4: 1,470 shares; 2026Q1: 1,474 shares; 2026Q2: 1,451 shares 1,451 $220K 0.05% -23 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $220K 0.05% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 217 shares 217 $208K 0.05% -6 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $206K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 608 shares; 2025Q1: 1,028 shares; 2025Q2: 949 shares; 2025Q3: 1,032 shares; 2025Q4: 1,021 shares; 2026Q1: 927 shares; 2026Q2: 915 shares 915 $204K 0.05% -12 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,265 shares 2,265 $202K 0.05% new Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 31,677 shares; 2025Q2: 31,677 shares; 2025Q3: 35,250 shares; 2025Q4: 38,449 shares; 2026Q1: 38,449 shares; 2026Q2: 27,783 shares 27,783 $159K 0.04% -10,666 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 16,389 shares; 2025Q4: 13,225 shares; 2026Q1: 13,225 shares; 2026Q2: 13,997 shares 13,997 $134K 0.03% +772 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,731 shares; 2026Q1: 12,072 shares; 2026Q2: 13,616 shares 13,616 $112K 0.03% +1,544 Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,749 shares 12,749 $98.9K 0.02% new Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,172 shares 11,172 $98.9K 0.02% new Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,467 shares 14,467 $81.6K 0.02% new Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,400 shares 11,400 $8.43K <0.01% new Timeline