AVMV 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: 110,121 shares; 2024Q4: 126,001 shares; 2025Q1: 137,574 shares; 2025Q2: 138,675 shares; 2025Q3: 140,575 shares; 2025Q4: 632,886 shares; 2026Q1: 677,009 shares; 2026Q2: 715,903 shares 715,903 $57.7M 18.26% +38,894 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,255 shares; 2024Q4: 60,797 shares; 2025Q1: 62,032 shares; 2025Q2: 61,305 shares; 2025Q3: 60,942 shares; 2025Q4: 54,852 shares; 2026Q1: 56,154 shares; 2026Q2: 56,898 shares 56,898 $43M 13.61% +744 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: 48,489 shares; 2024Q4: 50,500 shares; 2025Q1: 54,477 shares; 2025Q2: 55,132 shares; 2025Q3: 55,770 shares; 2025Q4: 290,686 shares; 2026Q1: 311,148 shares; 2026Q2: 325,220 shares 325,220 $40.4M 12.78% +14,072 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: 11,003 shares; 2024Q4: 10,890 shares; 2025Q1: 10,909 shares; 2025Q2: 10,827 shares; 2025Q3: 10,676 shares; 2025Q4: 28,171 shares; 2026Q1: 30,025 shares; 2026Q2: 30,953 shares 30,953 $22.3M 7.06% +928 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,598 shares; 2026Q1: 543,699 shares; 2026Q2: 585,334 shares 585,334 $17.6M 5.59% +41,635 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 272,994 shares; 2026Q1: 293,511 shares; 2026Q2: 249,495 shares 249,495 $17M 5.38% -44,016 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,695 shares; 2024Q4: 534,611 shares; 2025Q1: 537,687 shares; 2025Q2: 528,040 shares; 2025Q3: 529,862 shares; 2025Q4: 316,515 shares; 2026Q1: 314,349 shares; 2026Q2: 313,267 shares 313,267 $15.5M 4.9% -1,082 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598,985 shares; 2024Q4: 589,877 shares; 2025Q1: 611,312 shares; 2025Q2: 606,832 shares; 2025Q3: 603,095 shares; 2025Q4: 200,483 shares; 2026Q1: 183,499 shares; 2026Q2: 177,127 shares 177,127 $13.1M 4.15% -6,372 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,982 shares; 2024Q4: 138,025 shares; 2025Q1: 137,827 shares; 2025Q2: 137,887 shares; 2025Q3: 137,748 shares; 2025Q4: 136,779 shares; 2026Q1: 136,052 shares; 2026Q2: 73,480 shares 73,480 $10.7M 3.38% -62,572 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: 161,297 shares; 2024Q4: 163,937 shares; 2025Q1: 180,295 shares; 2025Q2: 180,201 shares; 2025Q3: 178,659 shares; 2025Q4: 58,800 shares; 2026Q1: 54,224 shares; 2026Q2: 51,007 shares 51,007 $7.42M 2.35% -3,217 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,726 shares; 2024Q4: 20,322 shares; 2025Q1: 17,404 shares; 2025Q2: 17,548 shares; 2025Q3: 31,128 shares; 2025Q4: 34,903 shares; 2026Q1: 42,490 shares; 2026Q2: 49,447 shares 49,447 $5.81M 1.84% +6,957 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: 15,380 shares; 2024Q4: 15,450 shares; 2025Q1: 14,931 shares; 2025Q2: 14,956 shares; 2025Q3: 14,356 shares; 2025Q4: 14,321 shares; 2026Q1: 14,921 shares; 2026Q2: 13,756 shares 13,756 $4.33M 1.37% -1,165 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: 15,719 shares; 2024Q4: 16,232 shares; 2025Q1: 20,815 shares; 2025Q2: 18,692 shares; 2025Q3: 20,045 shares; 2025Q4: 19,315 shares; 2026Q1: 19,999 shares; 2026Q2: 20,058 shares 20,058 $4.25M 1.35% +59 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: 11,492 shares; 2024Q4: 10,181 shares; 2025Q1: 10,181 shares; 2025Q2: 10,181 shares; 2025Q3: 9,981 shares; 2025Q4: 9,951 shares; 2026Q1: 9,927 shares; 2026Q2: 9,925 shares 9,925 $3.74M 1.18% -2 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,802 shares; 2024Q4: 152,721 shares; 2025Q1: 160,665 shares; 2025Q2: 161,238 shares; 2025Q3: 162,443 shares; 2025Q4: 47,996 shares; 2026Q1: 44,245 shares; 2026Q2: 42,569 shares 42,569 $3.44M 1.09% -1,676 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,231 shares; 2024Q4: 250,401 shares; 2025Q1: 256,892 shares; 2025Q2: 257,767 shares; 2025Q3: 260,432 shares; 2025Q4: 69,308 shares; 2026Q1: 61,490 shares; 2026Q2: 59,420 shares 59,420 $3.42M 1.08% -2,070 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,010 shares; 2024Q4: 141,134 shares; 2025Q1: 140,638 shares; 2025Q2: 140,216 shares; 2025Q3: 141,799 shares; 2025Q4: 37,879 shares; 2026Q1: 33,155 shares; 2026Q2: 31,160 shares 31,160 $3.02M 0.96% -1,995 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,573 shares; 2024Q4: 252,461 shares; 2025Q1: 255,415 shares; 2025Q2: 252,955 shares; 2025Q3: 253,592 shares; 2025Q4: 71,362 shares; 2026Q1: 60,496 shares; 2026Q2: 54,252 shares 54,252 $2.97M 0.94% -6,244 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,280 shares; 2024Q4: 99,180 shares; 2025Q1: 105,613 shares; 2025Q2: 106,234 shares; 2025Q3: 106,874 shares; 2025Q4: 27,449 shares; 2026Q1: 24,168 shares; 2026Q2: 22,335 shares 22,335 $2.52M 0.8% -1,833 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: 3,838 shares; 2024Q4: 3,710 shares; 2025Q1: 3,842 shares; 2025Q2: 3,738 shares; 2025Q3: 3,630 shares; 2025Q4: 3,554 shares; 2026Q1: 3,565 shares; 2026Q2: 3,632 shares 3,632 $2.51M 0.8% +67 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 reported; 2024Q4: 4,597 shares; 2025Q1: 4,514 shares; 2025Q2: 4,498 shares; 2025Q3: 4,498 shares; 2025Q4: 4,499 shares; 2026Q1: 4,498 shares; 2026Q2: 3,947 shares 3,947 $2.16M 0.69% -551 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: 36,895 shares; 2024Q4: 36,673 shares; 2025Q1: 36,673 shares; 2025Q2: 36,463 shares; 2025Q3: 36,292 shares; 2025Q4: 28,586 shares; 2026Q1: 27,611 shares; 2026Q2: 27,574 shares 27,574 $2.08M 0.66% -37 Timeline JQUA 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: 133,803 shares; 2024Q4: 136,571 shares; 2025Q1: 139,145 shares; 2025Q2: 138,161 shares; 2025Q3: 138,614 shares; 2025Q4: 32,919 shares; 2026Q1: 28,469 shares; 2026Q2: 27,400 shares 27,400 $1.98M 0.63% -1,069 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: 7,703 shares; 2024Q4: 7,782 shares; 2025Q1: 7,429 shares; 2025Q2: 7,423 shares; 2025Q3: 7,302 shares; 2025Q4: 7,020 shares; 2026Q1: 7,568 shares; 2026Q2: 7,634 shares 7,634 $1.89M 0.6% +66 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,853 shares; 2024Q4: 194,070 shares; 2025Q1: 199,855 shares; 2025Q2: 197,365 shares; 2025Q3: 196,625 shares; 2025Q4: 54,057 shares; 2026Q1: 48,580 shares; 2026Q2: 44,059 shares 44,059 $1.72M 0.55% -4,521 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,763 shares; 2024Q4: 1,777 shares; 2025Q1: 3,827 shares; 2025Q2: 3,788 shares; 2025Q3: 3,663 shares; 2025Q4: 3,664 shares; 2026Q1: 3,673 shares; 2026Q2: 3,700 shares 3,700 $1.47M 0.46% +27 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: 93,367 shares; 2024Q4: 99,996 shares; 2025Q1: 104,017 shares; 2025Q2: 102,792 shares; 2025Q3: 103,107 shares; 2025Q4: 25,174 shares; 2026Q1: 22,476 shares; 2026Q2: 20,581 shares 20,581 $1.32M 0.42% -1,895 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: 22,490 shares; 2024Q4: 21,717 shares; 2025Q1: 12,159 shares; 2025Q2: 12,060 shares; 2025Q3: 8,944 shares; 2025Q4: 8,829 shares; 2026Q1: 9,827 shares; 2026Q2: 9,831 shares 9,831 $1.31M 0.42% +4 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: 12,754 shares; 2024Q4: 12,710 shares; 2025Q1: 12,800 shares; 2025Q2: 12,701 shares; 2025Q3: 12,725 shares; 2025Q4: 12,725 shares; 2026Q1: 11,859 shares; 2026Q2: 11,877 shares 11,877 $1.28M 0.41% +18 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,790 shares; 2024Q4: 2,762 shares; 2025Q1: 2,762 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,457 shares; 2026Q1: 2,296 shares; 2026Q2: 2,292 shares 2,292 $943K 0.3% -4 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: 2,434 shares; 2024Q4: 2,499 shares; 2025Q1: 2,561 shares; 2025Q2: 2,571 shares; 2025Q3: 2,585 shares; 2025Q4: 2,589 shares; 2026Q1: 2,591 shares; 2026Q2: 2,576 shares 2,576 $926K 0.29% -15 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,201 shares; 2024Q4: 3,065 shares; 2025Q1: 3,485 shares; 2025Q2: 3,483 shares; 2025Q3: 3,527 shares; 2025Q4: 3,541 shares; 2026Q1: 3,555 shares; 2026Q2: 3,510 shares 3,510 $891K 0.28% -45 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 2,130 shares; 2025Q1: 2,124 shares; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares; 2026Q2: 2,124 shares 2,124 $883K 0.28% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,888 shares; 2025Q1: 2,710 shares; 2025Q2: 2,714 shares; 2025Q3: 1,662 shares; 2025Q4: not reported; 2026Q1: 1,656 shares; 2026Q2: 1,916 shares 1,916 $877K 0.28% +260 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,210 shares; 2024Q4: 9,494 shares; 2025Q1: 10,872 shares; 2025Q2: 10,863 shares; 2025Q3: 11,009 shares; 2025Q4: 11,038 shares; 2026Q1: 11,049 shares; 2026Q2: 10,976 shares 10,976 $770K 0.24% -73 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 816 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 885 shares; 2025Q3: 880 shares; 2025Q4: 793 shares; 2026Q1: 960 shares; 2026Q2: 975 shares 975 $733K 0.23% +15 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: 1,078 shares; 2024Q4: 1,098 shares; 2025Q1: 1,096 shares; 2025Q2: 1,086 shares; 2025Q3: 1,103 shares; 2025Q4: 1,096 shares; 2026Q1: 1,097 shares; 2026Q2: 1,096 shares 1,096 $724K 0.23% -1 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 1,047 shares; 2025Q1: 1,052 shares; 2025Q2: 1,048 shares; 2025Q3: 751 shares; 2025Q4: 749 shares; 2026Q1: 752 shares; 2026Q2: 751 shares 751 $693K 0.22% -1 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: 5,564 shares; 2024Q4: 5,198 shares; 2025Q1: 5,198 shares; 2025Q2: 5,244 shares; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,091 shares; 2026Q2: 4,706 shares 4,706 $649K 0.21% -385 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: 1,745 shares; 2024Q4: 1,800 shares; 2025Q1: 1,768 shares; 2025Q2: 1,771 shares; 2025Q3: 1,804 shares; 2025Q4: 1,750 shares; 2026Q1: 1,734 shares; 2026Q2: 1,678 shares 1,678 $646K 0.2% -56 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,279 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,274 shares; 2025Q3: 1,265 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares; 2026Q2: 1,102 shares 1,102 $578K 0.18% -8 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,240 shares; 2025Q1: 1,130 shares; 2025Q2: 1,106 shares; 2025Q3: 1,110 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,102 shares 1,102 $541K 0.17% -10 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,113 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,014 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $524K 0.17% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,039 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,003 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $506K 0.16% 0 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: 7,600 shares; 2024Q4: 6,173 shares; 2025Q1: 6,173 shares; 2025Q2: 6,173 shares; 2025Q3: 6,173 shares; 2025Q4: 5,913 shares; 2026Q1: 5,246 shares; 2026Q2: 5,194 shares 5,194 $503K 0.16% -52 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,304 shares; 2025Q1: 1,292 shares; 2025Q2: 1,293 shares; 2025Q3: 1,326 shares; 2025Q4: 1,330 shares; 2026Q1: 1,319 shares; 2026Q2: 1,304 shares 1,304 $447K 0.14% -15 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: 2,087 shares; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares; 2025Q2: 2,033 shares; 2025Q3: 2,009 shares; 2025Q4: 2,005 shares; 2026Q1: 2,003 shares; 2026Q2: 1,767 shares 1,767 $406K 0.13% -236 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,526 shares; 2025Q4: 6,500 shares; 2026Q1: 6,568 shares; 2026Q2: 6,568 shares 6,568 $364K 0.12% 0 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: 1,460 shares; 2024Q4: 1,459 shares; 2025Q1: 1,415 shares; 2025Q2: 1,432 shares; 2025Q3: 1,452 shares; 2025Q4: 1,462 shares; 2026Q1: 1,466 shares; 2026Q2: 1,482 shares 1,482 $363K 0.11% +16 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,241 shares; 2024Q4: 6,160 shares; 2025Q1: 4,190 shares; 2025Q2: 4,190 shares; 2025Q3: 4,190 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 3,793 shares 3,793 $359K 0.11% -307 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247 shares; 2024Q4: 1,252 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,256 shares 1,256 $357K 0.11% +8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,834 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,966 shares; 2025Q4: 1,849 shares; 2026Q1: 1,859 shares; 2026Q2: 1,841 shares 1,841 $324K 0.1% -18 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 reported; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 901 shares; 2026Q1: 897 shares; 2026Q2: 888 shares 888 $317K 0.1% -9 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $317K 0.1% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,005 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $315K 0.1% 0 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $309K 0.1% 0 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: 737 shares; 2024Q4: 761 shares; 2025Q1: 820 shares; 2025Q2: 786 shares; 2025Q3: 815 shares; 2025Q4: 781 shares; 2026Q1: 786 shares; 2026Q2: 814 shares 814 $290K 0.09% +28 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: 1,151 shares; 2024Q4: 1,150 shares; 2025Q1: 1,010 shares; 2025Q2: 1,014 shares; 2025Q3: 878 shares; 2025Q4: 887 shares; 2026Q1: 888 shares; 2026Q2: 3,537 shares 3,537 $286K 0.09% +2,649 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: 968 shares; 2024Q4: 1,382 shares; 2025Q1: 1,378 shares; 2025Q2: 1,380 shares; 2025Q3: 1,383 shares; 2025Q4: 1,384 shares; 2026Q1: 1,492 shares; 2026Q2: 1,288 shares 1,288 $279K 0.09% -204 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,795 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares; 2026Q2: 2,471 shares 2,471 $271K 0.09% -124 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,545 shares 2,545 $267K 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 331 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 346 shares; 2025Q4: 3,394 shares; 2026Q1: 3,330 shares; 2026Q2: 3,618 shares 3,618 $266K 0.08% +288 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,956 shares; 2024Q4: 7,932 shares; 2025Q1: 7,357 shares; 2025Q2: 6,339 shares; 2025Q3: not reported; 2025Q4: 5,538 shares; 2026Q1: 5,538 shares; 2026Q2: 5,538 shares 5,538 $262K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 505 shares; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 2,020 shares 2,020 $249K 0.08% +1,515 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,440 shares; 2024Q4: 5,440 shares; 2025Q1: not reported; 2025Q2: 5,440 shares; 2025Q3: 5,160 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $248K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 605 shares; 2026Q2: 587 shares 587 $247K 0.08% -18 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: 1,584 shares; 2025Q3: 1,596 shares; 2025Q4: 1,590 shares; 2026Q1: 1,584 shares; 2026Q2: 1,575 shares 1,575 $247K 0.08% -9 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,765 shares; 2025Q1: 2,772 shares; 2025Q2: 2,792 shares; 2025Q3: 2,835 shares; 2025Q4: 2,792 shares; 2026Q1: 2,750 shares; 2026Q2: 2,754 shares 2,754 $245K 0.08% +4 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: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,587 shares 1,587 $227K 0.07% -275 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $216K 0.07% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,576 shares 2,576 $214K 0.07% new 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: 1,098 shares; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: 1,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 691 shares 691 $211K 0.07% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 408 shares 408 $210K 0.07% -3 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,575 shares 4,575 $210K 0.07% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,492 shares 2,492 $207K 0.07% new Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,032 shares; 2026Q2: 10,687 shares 10,687 $58.7K 0.02% +655 Timeline