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Facet Wealth, Inc.

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13F filer, CIK 1748271, WEST PALM BEACH, FL

Facet Wealth, Inc. reported $6,978,344,969 across 411 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 68.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001748271-26-000004

Period
2026-06-30
Reported value
$6.98B
Holdings
411
Top 10 weight
68.15%
New
90
Sold out
28

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+1,518,396$133M
VEAadded+1,558,357$111M
VTIadded+215,122$79.6M
BNDadded+1,064,244$78.1M
QUALadded+334,234$73.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYVreduced-87,896-$5.34M
VBRreduced-20,185-$4.9M
ITOTreduced-22,975-$3.77M
IEFAreduced-34,787-$3.36M
IWNreduced-13,643-$3.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001748271-26-000004, largest first. % of portfolio is the value over $6,978,344,969, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,315,934 shares; 2024Q4: 7,988,091 shares; 2025Q1: 9,726,723 shares; 2025Q2: 11,378,664 shares; 2025Q3: 12,079,712 shares; 2025Q4: 13,444,679 shares; 2026Q1: 13,952,816 shares; 2026Q2: 15,511,173 shares 15,511,173$1.11B15.84%+1,558,357Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977,397 shares; 2024Q4: 1,887,778 shares; 2025Q1: 1,782,954 shares; 2025Q2: 1,895,368 shares; 2025Q3: 1,975,828 shares; 2025Q4: 2,164,451 shares; 2026Q1: 2,231,332 shares; 2026Q2: 2,446,454 shares 2,446,454$905M12.97%+215,122Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343,573 shares; 2024Q4: 2,397,461 shares; 2025Q1: 2,328,489 shares; 2025Q2: 2,503,203 shares; 2025Q3: 2,628,686 shares; 2025Q4: 2,888,100 shares; 2026Q1: 2,965,946 shares; 2026Q2: 3,300,180 shares 3,300,180$724M10.38%+334,234Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,602,096 shares; 2024Q4: 4,842,617 shares; 2025Q1: 4,942,051 shares; 2025Q2: 5,437,226 shares; 2025Q3: 5,730,494 shares; 2025Q4: 6,636,749 shares; 2026Q1: 7,113,723 shares; 2026Q2: 8,177,967 shares 8,177,967$600M8.6%+1,064,244Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,622,705 shares; 2024Q4: 1,690,751 shares; 2025Q1: 1,644,766 shares; 2025Q2: 1,430,668 shares; 2025Q3: 1,485,218 shares; 2025Q4: 1,535,058 shares; 2026Q1: 1,591,664 shares; 2026Q2: 1,717,827 shares 1,717,827$374M5.36%+126,163Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,037,632 shares; 2024Q4: 2,183,549 shares; 2025Q1: 2,058,386 shares; 2025Q2: 3,043,986 shares; 2025Q3: 3,213,199 shares; 2025Q4: 3,599,352 shares; 2026Q1: 3,735,371 shares; 2026Q2: 4,214,912 shares 4,214,912$252M3.61%+479,541Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006,029 shares; 2026Q1: 2,175,161 shares; 2026Q2: 2,188,288 shares 2,188,288$224M3.21%+13,127Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463,802 shares; 2024Q4: 1,549,955 shares; 2025Q1: 875,802 shares; 2025Q2: 1,119,485 shares; 2025Q3: 1,280,119 shares; 2025Q4: 1,570,665 shares; 2026Q1: 1,397,796 shares; 2026Q2: 1,883,582 shares 1,883,582$203M2.9%+485,786Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189,619 shares; 2024Q4: 1,277,314 shares; 2025Q1: 1,368,147 shares; 2025Q2: 1,502,091 shares; 2025Q3: 1,585,595 shares; 2025Q4: 1,838,783 shares; 2026Q1: 2,000,034 shares; 2026Q2: 2,299,189 shares 2,299,189$190M2.72%+299,155Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,560,704 shares; 2025Q1: 2,468,196 shares; 2025Q2: 2,726,120 shares; 2025Q3: 2,910,476 shares; 2025Q4: 2,515,602 shares; 2026Q1: 2,584,146 shares; 2026Q2: 2,636,343 shares 2,636,343$178M2.55%+52,197Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068,844 shares; 2024Q4: 697,548 shares; 2025Q1: 670,701 shares; 2025Q2: 707,698 shares; 2025Q3: 727,931 shares; 2025Q4: 773,302 shares; 2026Q1: 813,996 shares; 2026Q2: 884,912 shares 884,912$166M2.39%+70,916Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,796 shares; 2024Q4: 295,312 shares; 2025Q1: 236,887 shares; 2025Q2: 267,668 shares; 2025Q3: 278,819 shares; 2025Q4: 308,151 shares; 2026Q1: 326,511 shares; 2026Q2: 1,844,907 shares 1,844,907$162M2.32%+1,518,396Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,762 shares; 2024Q4: 666,834 shares; 2025Q1: 706,949 shares; 2025Q2: 785,125 shares; 2025Q3: 832,250 shares; 2025Q4: 966,634 shares; 2026Q1: 1,049,997 shares; 2026Q2: 1,212,867 shares 1,212,867$142M2.04%+162,870Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718,105 shares; 2024Q4: 756,086 shares; 2025Q1: 1,474,408 shares; 2025Q2: 1,421,700 shares; 2025Q3: 1,381,746 shares; 2025Q4: 1,277,124 shares; 2026Q1: 1,461,361 shares; 2026Q2: 1,426,574 shares 1,426,574$138M1.97%-34,787Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405,630 shares; 2024Q4: 553,994 shares; 2025Q1: 2,295,943 shares; 2025Q2: 2,076,352 shares; 2025Q3: 2,059,214 shares; 2025Q4: 2,027,620 shares; 2026Q1: 2,638,988 shares; 2026Q2: 2,590,804 shares 2,590,804$131M1.88%-48,184Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,409 shares; 2024Q4: 459,460 shares; 2025Q1: 752,437 shares; 2025Q2: 727,134 shares; 2025Q3: 706,146 shares; 2025Q4: 632,590 shares; 2026Q1: 786,111 shares; 2026Q2: 763,136 shares 763,136$125M1.8%-22,975Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991,976 shares; 2024Q4: 1,148,937 shares; 2025Q1: 1,030,908 shares; 2025Q2: 1,278,713 shares; 2025Q3: 1,392,789 shares; 2025Q4: 1,497,857 shares; 2026Q1: 1,581,074 shares; 2026Q2: 1,750,409 shares 1,750,409$101M1.45%+169,335Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,888 shares; 2024Q4: 286,312 shares; 2025Q1: 938,130 shares; 2025Q2: 918,371 shares; 2025Q3: 895,424 shares; 2025Q4: 849,026 shares; 2026Q1: 1,267,774 shares; 2026Q2: 1,268,937 shares 1,268,937$91.7M1.31%+1,163Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,962 shares; 2024Q4: 797,155 shares; 2025Q1: 1,436,880 shares; 2025Q2: 1,390,541 shares; 2025Q3: 1,396,832 shares; 2025Q4: 1,316,376 shares; 2026Q1: 1,388,924 shares; 2026Q2: 1,344,428 shares 1,344,428$67.7M0.97%-44,496Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709,658 shares; 2024Q4: 728,798 shares; 2025Q1: 1,227,891 shares; 2025Q2: 995,809 shares; 2025Q3: 964,290 shares; 2025Q4: 841,912 shares; 2026Q1: 881,334 shares; 2026Q2: 793,438 shares 793,438$48.2M0.69%-87,896Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,106 shares; 2024Q4: 376,423 shares; 2025Q1: 347,942 shares; 2025Q2: 355,005 shares; 2025Q3: 357,738 shares; 2025Q4: 373,168 shares; 2026Q1: 359,353 shares; 2026Q2: 347,433 shares 347,433$45.9M0.66%-11,920Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,943 shares; 2024Q4: 377,579 shares; 2025Q1: 438,785 shares; 2025Q2: 440,141 shares; 2025Q3: 445,185 shares; 2025Q4: 462,542 shares; 2026Q1: 465,985 shares; 2026Q2: 467,953 shares 467,953$45.1M0.65%+1,968Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,700 shares; 2024Q4: 108,131 shares; 2025Q1: 1,122,148 shares; 2025Q2: 1,104,582 shares; 2025Q3: 1,096,882 shares; 2025Q4: 1,060,077 shares; 2026Q1: 1,336,716 shares; 2026Q2: 1,300,609 shares 1,300,609$44M0.63%-36,107Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,068 shares; 2024Q4: 116,886 shares; 2025Q1: 123,305 shares; 2025Q2: 127,299 shares; 2025Q3: 134,078 shares; 2025Q4: 154,452 shares; 2026Q1: 142,391 shares; 2026Q2: 151,666 shares 151,666$43.9M0.63%+9,275Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: not reported; 2025Q1: 388,311 shares; 2025Q2: 455,250 shares; 2025Q3: 476,322 shares; 2025Q4: 554,190 shares; 2026Q1: 604,760 shares; 2026Q2: 696,801 shares 696,801$38.4M0.55%+92,041Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,671 shares; 2024Q4: 68,095 shares; 2025Q1: 1,052,694 shares; 2025Q2: 1,013,573 shares; 2025Q3: 1,011,946 shares; 2025Q4: 1,027,639 shares; 2026Q1: 1,249,750 shares; 2026Q2: 1,243,309 shares 1,243,309$36M0.52%-6,441Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942,699 shares; 2024Q4: 993,464 shares; 2025Q1: 978,998 shares; 2025Q2: 1,025,445 shares; 2025Q3: 1,038,393 shares; 2025Q4: 1,087,056 shares; 2026Q1: 1,187,640 shares; 2026Q2: 1,166,828 shares 1,166,828$36M0.52%-20,812Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,974 shares; 2024Q4: 511,637 shares; 2025Q1: 496,391 shares; 2025Q2: 522,527 shares; 2025Q3: 529,073 shares; 2025Q4: 557,891 shares; 2026Q1: 605,958 shares; 2026Q2: 601,790 shares 601,790$35M0.5%-4,168Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,249 shares; 2024Q4: 591,221 shares; 2025Q1: 575,067 shares; 2025Q2: 606,425 shares; 2025Q3: 615,098 shares; 2025Q4: 644,405 shares; 2026Q1: 699,741 shares; 2026Q2: 686,514 shares 686,514$34.8M0.5%-13,227Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,901 shares; 2024Q4: 240,215 shares; 2025Q1: 336,354 shares; 2025Q2: 324,774 shares; 2025Q3: 316,555 shares; 2025Q4: 296,444 shares; 2026Q1: 392,613 shares; 2026Q2: 385,186 shares 385,186$31.9M0.46%-7,427Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332,773 shares; 2024Q4: 371,537 shares; 2025Q1: 371,010 shares; 2025Q2: 392,537 shares; 2025Q3: 447,344 shares; 2025Q4: 507,764 shares; 2026Q1: 522,876 shares; 2026Q2: 571,010 shares 571,010$30.8M0.44%+48,134Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,261 shares; 2024Q4: 21,154 shares; 2025Q1: 19,696 shares; 2025Q2: 21,766 shares; 2025Q3: 22,943 shares; 2025Q4: 29,063 shares; 2026Q1: 30,518 shares; 2026Q2: 40,733 shares 40,733$28M0.4%+10,215Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,019 shares; 2024Q4: 195,680 shares; 2025Q1: 215,614 shares; 2025Q2: 277,165 shares; 2025Q3: 284,023 shares; 2025Q4: 300,240 shares; 2026Q1: 301,092 shares; 2026Q2: 305,572 shares 305,572$26.8M0.38%+4,480Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,604 shares; 2024Q4: 33,797 shares; 2025Q1: 29,903 shares; 2025Q2: 39,421 shares; 2025Q3: 47,710 shares; 2025Q4: 82,644 shares; 2026Q1: 100,661 shares; 2026Q2: 131,486 shares 131,486$26.3M0.38%+30,825Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,790 shares; 2024Q4: 354,855 shares; 2025Q1: 293,568 shares; 2025Q2: 301,167 shares; 2025Q3: 305,871 shares; 2025Q4: 318,179 shares; 2026Q1: 316,058 shares; 2026Q2: 313,891 shares 313,891$25.8M0.37%-2,167Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 2,333 shares; 2025Q1: 89,960 shares; 2025Q2: 88,310 shares; 2025Q3: 87,077 shares; 2025Q4: 81,624 shares; 2026Q1: 88,471 shares; 2026Q2: 260,806 shares 260,806$21M0.3%+172,335Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,315 shares; 2024Q4: 12,739 shares; 2025Q1: 27,252 shares; 2025Q2: 26,504 shares; 2025Q3: 25,928 shares; 2025Q4: 26,594 shares; 2026Q1: 35,661 shares; 2026Q2: 222,105 shares 222,105$19.1M0.27%+186,444Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,147 shares; 2024Q4: 234,928 shares; 2025Q1: 364,257 shares; 2025Q2: 359,964 shares; 2025Q3: 347,517 shares; 2025Q4: 333,060 shares; 2026Q1: 372,711 shares; 2026Q2: 358,467 shares 358,467$18.6M0.27%-14,244Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,527 shares; 2024Q4: 145,192 shares; 2025Q1: 199,805 shares; 2025Q2: 192,720 shares; 2025Q3: 187,465 shares; 2025Q4: 173,757 shares; 2026Q1: 181,575 shares; 2026Q2: 181,997 shares 181,997$16.5M0.24%+422Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,731 shares; 2025Q3: 46,816 shares; 2025Q4: 130,979 shares; 2026Q1: 168,872 shares; 2026Q2: 294,148 shares 294,148$14.9M0.21%+125,276Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,442 shares; 2024Q4: 84,258 shares; 2025Q1: 89,587 shares; 2025Q2: 81,085 shares; 2025Q3: 79,095 shares; 2025Q4: 79,750 shares; 2026Q1: 143,872 shares; 2026Q2: 142,416 shares 142,416$14.1M0.2%-1,456Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,941 shares; 2024Q4: 57,043 shares; 2025Q1: 75,795 shares; 2025Q2: 73,874 shares; 2025Q3: 73,171 shares; 2025Q4: 72,116 shares; 2026Q1: 90,738 shares; 2026Q2: 84,286 shares 84,286$13.8M0.2%-6,452Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 5,242 shares; 2025Q1: 5,351 shares; 2025Q2: 10,314 shares; 2025Q3: 12,447 shares; 2025Q4: 22,619 shares; 2026Q1: 31,013 shares; 2026Q2: 35,134 shares 35,134$13.1M0.19%+4,121Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,159 shares; 2024Q4: 215,456 shares; 2025Q1: 192,401 shares; 2025Q2: 197,755 shares; 2025Q3: 206,256 shares; 2025Q4: 223,408 shares; 2026Q1: 233,009 shares; 2026Q2: 258,165 shares 258,165$12.2M0.18%+25,156Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,521 shares; 2024Q4: 39,025 shares; 2025Q1: 36,771 shares; 2025Q2: 44,142 shares; 2025Q3: 25,542 shares; 2025Q4: 38,272 shares; 2026Q1: 38,055 shares; 2026Q2: 44,863 shares 44,863$10.7M0.15%+6,808Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,748 shares; 2024Q4: 5,870 shares; 2025Q1: 6,743 shares; 2025Q2: 6,330 shares; 2025Q3: 8,729 shares; 2025Q4: 10,531 shares; 2026Q1: 11,882 shares; 2026Q2: 13,289 shares 13,289$9.95M0.14%+1,407Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 6,379 shares; 2025Q1: 6,406 shares; 2025Q2: 9,217 shares; 2025Q3: 11,008 shares; 2025Q4: 16,095 shares; 2026Q1: 23,501 shares; 2026Q2: 27,710 shares 27,710$9.9M0.14%+4,209Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,954 shares; 2024Q4: 11,511 shares; 2025Q1: 11,718 shares; 2025Q2: 12,977 shares; 2025Q3: 13,855 shares; 2025Q4: 15,379 shares; 2026Q1: 15,519 shares; 2026Q2: 16,266 shares 16,266$9.16M0.13%+747Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,016 shares; 2024Q4: 146,189 shares; 2025Q1: 148,718 shares; 2025Q2: 192,617 shares; 2025Q3: 208,443 shares; 2025Q4: 260,273 shares; 2026Q1: 320,640 shares; 2026Q2: 321,941 shares 321,941$8.92M0.13%+1,301Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416,273 shares; 2024Q4: 397,499 shares; 2025Q1: 387,194 shares; 2025Q2: 375,907 shares; 2025Q3: 363,581 shares; 2025Q4: 300,259 shares; 2026Q1: 334,601 shares; 2026Q2: 315,768 shares 315,768$8.06M0.12%-18,833Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,698 shares; 2024Q4: 3,579 shares; 2025Q1: 3,803 shares; 2025Q2: 5,926 shares; 2025Q3: 7,286 shares; 2025Q4: 13,953 shares; 2026Q1: 15,249 shares; 2026Q2: 21,232 shares 21,232$8.02M0.11%+5,983Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,972 shares; 2024Q4: 4,734 shares; 2025Q1: 4,910 shares; 2025Q2: 7,868 shares; 2025Q3: 8,614 shares; 2025Q4: 17,646 shares; 2026Q1: 19,287 shares; 2026Q2: 22,694 shares 22,694$8.02M0.11%+3,407Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,254 shares; 2024Q4: 4,348 shares; 2025Q1: 3,931 shares; 2025Q2: 3,783 shares; 2025Q3: 3,122 shares; 2025Q4: 5,820 shares; 2026Q1: 8,043 shares; 2026Q2: 10,054 shares 10,054$7.51M0.11%+2,011Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,805 shares; 2024Q4: 41,162 shares; 2025Q1: 79,190 shares; 2025Q2: 77,933 shares; 2025Q3: 77,395 shares; 2025Q4: 78,033 shares; 2026Q1: 81,691 shares; 2026Q2: 70,247 shares 70,247$7.22M0.1%-11,444Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,562 shares; 2024Q4: 5,493 shares; 2025Q1: 50,657 shares; 2025Q2: 46,773 shares; 2025Q3: 46,278 shares; 2025Q4: 46,054 shares; 2026Q1: 54,278 shares; 2026Q2: 52,474 shares 52,474$6.71M0.1%-1,804Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,636 shares; 2024Q4: 63,278 shares; 2025Q1: 64,481 shares; 2025Q2: 68,464 shares; 2025Q3: 68,691 shares; 2025Q4: 72,878 shares; 2026Q1: 75,356 shares; 2026Q2: 78,228 shares 78,228$6.55M0.09%+2,872Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,936 shares; 2024Q4: 6,019 shares; 2025Q1: 8,750 shares; 2025Q2: 9,257 shares; 2025Q3: 14,000 shares; 2025Q4: 53,390 shares; 2026Q1: 47,908 shares; 2026Q2: 67,270 shares 67,270$5.75M0.08%+19,362Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,366 shares; 2024Q4: 4,793 shares; 2025Q1: 3,303 shares; 2025Q2: 5,049 shares; 2025Q3: 6,381 shares; 2025Q4: 12,731 shares; 2026Q1: 11,595 shares; 2026Q2: 12,688 shares 12,688$5.34M0.08%+1,093Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,143 shares; 2025Q1: 1,162 shares; 2025Q2: 1,524 shares; 2025Q3: 1,971 shares; 2025Q4: 2,770 shares; 2026Q1: 3,369 shares; 2026Q2: 4,373 shares 4,373$4.66M0.07%+1,004Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,076 shares; 2025Q1: 3,531 shares; 2025Q2: 5,060 shares; 2025Q3: 5,998 shares; 2025Q4: 8,446 shares; 2026Q1: 10,375 shares; 2026Q2: 13,688 shares 13,688$4.48M0.06%+3,313Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,606 shares; 2025Q1: 1,762 shares; 2025Q2: 2,658 shares; 2025Q3: 3,406 shares; 2025Q4: 6,212 shares; 2026Q1: 8,198 shares; 2026Q2: 8,160 shares 8,160$4.08M0.06%-38Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 2,097 shares; 2025Q1: 1,617 shares; 2025Q2: 2,368 shares; 2025Q3: 2,863 shares; 2025Q4: 4,869 shares; 2026Q1: 5,357 shares; 2026Q2: 5,476 shares 5,476$4.03M0.06%+119Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: 2,504 shares; 2025Q1: 2,459 shares; 2025Q2: 2,786 shares; 2025Q3: 3,022 shares; 2025Q4: 2,001 shares; 2026Q1: 2,191 shares; 2026Q2: 3,243 shares 3,243$3.89M0.06%+1,052Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448,983 shares; 2024Q4: 258,958 shares; 2025Q1: 229,918 shares; 2025Q2: 196,866 shares; 2025Q3: 206,734 shares; 2025Q4: 35,501 shares; 2026Q1: 30,277 shares; 2026Q2: 16,634 shares 16,634$3.68M0.05%-13,643Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,634 shares; 2024Q4: 7,216 shares; 2025Q1: 7,199 shares; 2025Q2: 9,246 shares; 2025Q3: 12,481 shares; 2025Q4: 17,410 shares; 2026Q1: 25,873 shares; 2026Q2: 30,420 shares 30,420$3.45M0.05%+4,547Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 2,800 shares; 2025Q1: 3,288 shares; 2025Q2: 3,811 shares; 2025Q3: 5,174 shares; 2025Q4: 8,237 shares; 2026Q1: 11,943 shares; 2026Q2: 14,504 shares 14,504$3.43M0.05%+2,561Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,521 shares; 2024Q4: 3,217 shares; 2025Q1: 2,026 shares; 2025Q2: 1,420 shares; 2025Q3: 1,906 shares; 2025Q4: 3,415 shares; 2026Q1: 4,090 shares; 2026Q2: 4,739 shares 4,739$3.43M0.05%+649Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 2,297 shares; 2025Q1: 1,859 shares; 2025Q2: 3,263 shares; 2025Q3: 7,377 shares; 2025Q4: 9,415 shares; 2026Q1: 9,638 shares; 2026Q2: 11,107 shares 11,107$3.34M0.05%+1,469Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,197 shares; 2024Q4: 29,042 shares; 2025Q1: 32,478 shares; 2025Q2: 28,592 shares; 2025Q3: 31,131 shares; 2025Q4: 32,616 shares; 2026Q1: 30,825 shares; 2026Q2: 37,653 shares 37,653$3.31M0.05%+6,828Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,364 shares; 2024Q4: 111,195 shares; 2025Q1: 99,909 shares; 2025Q2: 102,345 shares; 2025Q3: 106,074 shares; 2025Q4: 115,948 shares; 2026Q1: 121,067 shares; 2026Q2: 133,593 shares 133,593$3.09M0.04%+12,526Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,353 shares; 2026Q1: 2,310 shares; 2026Q2: 2,632 shares 2,632$3.04M0.04%+322Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 622 shares; 2025Q1: 635 shares; 2025Q2: 2,144 shares; 2025Q3: 1,217 shares; 2025Q4: 2,125 shares; 2026Q1: 2,603 shares; 2026Q2: 3,215 shares 3,215$3.01M0.04%+612Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 2,126 shares; 2025Q4: 3,508 shares; 2026Q1: 4,540 shares; 2026Q2: 5,167 shares 5,167$3M0.04%+627Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,941 shares; 2024Q4: 31,872 shares; 2025Q1: 29,171 shares; 2025Q2: 22,331 shares; 2025Q3: 22,093 shares; 2025Q4: 21,783 shares; 2026Q1: 22,526 shares; 2026Q2: 22,280 shares 22,280$2.85M0.04%-246Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,031 shares; 2024Q4: 28,437 shares; 2025Q1: 27,421 shares; 2025Q2: 22,555 shares; 2025Q3: 22,609 shares; 2025Q4: 33,936 shares; 2026Q1: 34,545 shares; 2026Q2: 63,886 shares 63,886$2.83M0.04%+29,341Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,398 shares; 2025Q1: 2,481 shares; 2025Q2: 3,567 shares; 2025Q3: 3,783 shares; 2025Q4: 5,039 shares; 2026Q1: 11,415 shares; 2026Q2: 11,184 shares 11,184$2.81M0.04%-231Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,192 shares; 2024Q4: 50,063 shares; 2025Q1: 52,104 shares; 2025Q2: 49,292 shares; 2025Q3: 50,516 shares; 2025Q4: 52,773 shares; 2026Q1: 65,442 shares; 2026Q2: 94,678 shares 94,678$2.79M0.04%+29,236Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,479 shares; 2024Q4: 4,974 shares; 2025Q1: 4,089 shares; 2025Q2: 6,251 shares; 2025Q3: 7,849 shares; 2025Q4: 13,518 shares; 2026Q1: 15,589 shares; 2026Q2: 20,289 shares 20,289$2.77M0.04%+4,700Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,414 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,351 shares; 2025Q4: 6,643 shares; 2026Q1: 9,285 shares; 2026Q2: 10,604 shares 10,604$2.69M0.04%+1,319Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 2,206 shares; 2025Q1: 1,912 shares; 2025Q2: 2,615 shares; 2025Q3: 3,156 shares; 2025Q4: 3,635 shares; 2026Q1: 4,383 shares; 2026Q2: 7,388 shares 7,388$2.61M0.04%+3,005Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,762 shares; 2024Q4: 24,672 shares; 2025Q1: 50,263 shares; 2025Q2: 43,775 shares; 2025Q3: 42,852 shares; 2025Q4: 32,341 shares; 2026Q1: 30,661 shares; 2026Q2: 10,476 shares 10,476$2.55M0.04%-20,185Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,699 shares; 2024Q4: 3,926 shares; 2025Q1: 3,671 shares; 2025Q2: 6,300 shares; 2025Q3: 8,973 shares; 2025Q4: 11,874 shares; 2026Q1: 17,196 shares; 2026Q2: 21,123 shares 21,123$2.48M0.04%+3,927Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: 1,685 shares; 2025Q1: 1,822 shares; 2025Q2: 2,494 shares; 2025Q3: 3,633 shares; 2025Q4: 4,936 shares; 2026Q1: 5,169 shares; 2026Q2: 7,064 shares 7,064$2.42M0.03%+1,895Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,833 shares; 2024Q4: 7,088 shares; 2025Q1: 8,587 shares; 2025Q2: 7,002 shares; 2025Q3: 7,073 shares; 2025Q4: 8,797 shares; 2026Q1: 8,427 shares; 2026Q2: 9,336 shares 9,336$2.3M0.03%+909Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,220 shares; 2025Q1: 1,162 shares; 2025Q2: 1,590 shares; 2025Q3: 1,762 shares; 2025Q4: 23,376 shares; 2026Q1: 27,902 shares; 2026Q2: 31,236 shares 31,236$2.23M0.03%+3,334Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 2,873 shares; 2025Q1: 2,937 shares; 2025Q2: 5,846 shares; 2025Q3: 6,134 shares; 2025Q4: 5,706 shares; 2026Q1: 7,325 shares; 2026Q2: 7,237 shares 7,237$2.04M0.03%-88Timeline
INTCINTEL CORPQuarterly 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: 7,128 shares; 2026Q1: 9,708 shares; 2026Q2: 14,189 shares 14,189$1.98M0.03%+4,481Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 2,767 shares; 2025Q1: 2,515 shares; 2025Q2: 2,757 shares; 2025Q3: 2,755 shares; 2025Q4: 3,404 shares; 2026Q1: 3,454 shares; 2026Q2: 4,818 shares 4,818$1.97M0.03%+1,364Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,475 shares; 2025Q4: 2,188 shares; 2026Q1: 3,043 shares; 2026Q2: 4,002 shares 4,002$1.91M0.03%+959Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 710 shares; 2025Q3: 881 shares; 2025Q4: 1,096 shares; 2026Q1: 1,222 shares; 2026Q2: 1,728 shares 1,728$1.75M0.03%+506Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,444 shares; 2024Q4: 30,491 shares; 2025Q1: 25,143 shares; 2025Q2: 25,739 shares; 2025Q3: 28,874 shares; 2025Q4: 36,464 shares; 2026Q1: 41,817 shares; 2026Q2: 47,091 shares 47,091$1.7M0.02%+5,274Timeline
ASMLASML HLDG NVQuarterly 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: 353 shares; 2026Q1: 564 shares; 2026Q2: 852 shares 852$1.7M0.02%+288Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,302 shares; 2024Q4: 10,590 shares; 2025Q1: 10,000 shares; 2025Q2: 13,366 shares; 2025Q3: 16,074 shares; 2025Q4: 20,517 shares; 2026Q1: 23,563 shares; 2026Q2: 29,308 shares 29,308$1.67M0.02%+5,745Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 2,536 shares; 2026Q2: 3,714 shares 3,714$1.61M0.02%+1,178Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,862 shares; 2025Q1: 1,676 shares; 2025Q2: 2,482 shares; 2025Q3: 3,452 shares; 2025Q4: 4,797 shares; 2026Q1: 6,314 shares; 2026Q2: 8,465 shares 8,465$1.61M0.02%+2,151Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 922 shares; 2025Q1: 1,579 shares; 2025Q2: 1,697 shares; 2025Q3: 2,074 shares; 2025Q4: 3,115 shares; 2026Q1: 3,280 shares; 2026Q2: 12,744 shares 12,744$1.58M0.02%+9,464Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 3,161 shares; 2025Q1: 4,635 shares; 2025Q2: 5,032 shares; 2025Q3: 5,966 shares; 2025Q4: 6,708 shares; 2026Q1: 10,353 shares; 2026Q2: 12,129 shares 12,129$1.56M0.02%+1,776Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,113 shares; 2025Q3: 1,531 shares; 2025Q4: 2,675 shares; 2026Q1: 5,198 shares; 2026Q2: 4,156 shares 4,156$1.55M0.02%-1,042Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,629 shares; 2025Q2: 4,422 shares; 2025Q3: not reported; 2025Q4: 27,993 shares; 2026Q1: 18,397 shares; 2026Q2: 30,896 shares 30,896$1.5M0.02%+12,499Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 4,770 shares; 2025Q3: 9,838 shares; 2025Q4: 10,642 shares; 2026Q1: 10,260 shares; 2026Q2: 10,830 shares 10,830$1.49M0.02%+570Timeline
GEVGE VERNOVA INCQuarterly 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: 399 shares; 2025Q4: 961 shares; 2026Q1: 1,412 shares; 2026Q2: 1,236 shares 1,236$1.45M0.02%-176Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 399 shares; 2025Q1: 502 shares; 2025Q2: 797 shares; 2025Q3: 1,482 shares; 2025Q4: 2,176 shares; 2026Q1: 2,651 shares; 2026Q2: 2,783 shares 2,783$1.43M0.02%+132Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 2,480 shares; 2026Q1: 5,072 shares; 2026Q2: 6,794 shares 6,794$1.42M0.02%+1,722Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly 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: 750 shares; 2026Q2: 16,800 shares 16,800$1.39M0.02%+16,050Timeline
SCHDSCHWAB STRATEGIC TRQuarterly 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: 24,326 shares; 2025Q4: 34,502 shares; 2026Q1: 52,923 shares; 2026Q2: 42,876 shares 42,876$1.36M0.02%-10,047Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,799 shares; 2024Q4: 1,841 shares; 2025Q1: 1,040 shares; 2025Q2: 1,119 shares; 2025Q3: 2,690 shares; 2025Q4: 6,132 shares; 2026Q1: 6,589 shares; 2026Q2: 6,978 shares 6,978$1.33M0.02%+389Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662 shares; 2024Q4: 584 shares; 2025Q1: 545 shares; 2025Q2: 531 shares; 2025Q3: 578 shares; 2025Q4: 840 shares; 2026Q1: 1,203 shares; 2026Q2: 10,809 shares 10,809$1.29M0.02%+9,606Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 864 shares; 2025Q1: 1,127 shares; 2025Q2: 1,763 shares; 2025Q3: 2,168 shares; 2025Q4: 3,394 shares; 2026Q1: 4,406 shares; 2026Q2: 4,184 shares 4,184$1.27M0.02%-222Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356,127 shares; 2024Q4: 1,495,780 shares; 2025Q1: 17,132 shares; 2025Q2: 13,748 shares; 2025Q3: 12,880 shares; 2025Q4: 11,439 shares; 2026Q1: 10,064 shares; 2026Q2: 10,010 shares 10,010$1.25M0.02%-54Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,767 shares; 2025Q4: 10,674 shares; 2026Q1: 12,341 shares; 2026Q2: 15,325 shares 15,325$1.25M0.02%+2,984Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,592 shares; 2024Q4: 5,419 shares; 2025Q1: 4,038 shares; 2025Q2: 2,901 shares; 2025Q3: 10,269 shares; 2025Q4: 7,642 shares; 2026Q1: 7,468 shares; 2026Q2: 9,836 shares 9,836$1.23M0.02%+2,368Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,547 shares; 2025Q1: 953 shares; 2025Q2: 1,123 shares; 2025Q3: 1,135 shares; 2025Q4: 1,915 shares; 2026Q1: 2,121 shares; 2026Q2: 2,877 shares 2,877$1.2M0.02%+756Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,527 shares; 2025Q4: 2,252 shares; 2026Q1: 2,802 shares; 2026Q2: 3,528 shares 3,528$1.19M0.02%+726Timeline
KLACKLA CORPQuarterly 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: 153 shares; 2026Q1: 252 shares; 2026Q2: 3,928 shares 3,928$1.19M0.02%+3,676Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 819 shares; 2025Q4: 1,018 shares; 2026Q1: 1,812 shares; 2026Q2: 2,768 shares 2,768$1.18M0.02%+956Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,069 shares; 2025Q3: 1,134 shares; 2025Q4: 1,273 shares; 2026Q1: 1,409 shares; 2026Q2: 1,794 shares 1,794$1.18M0.02%+385Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,351 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: 2,352 shares; 2025Q4: 5,031 shares; 2026Q1: 6,644 shares; 2026Q2: 7,080 shares 7,080$1.17M0.02%+436Timeline
CCITIGROUP INCQuarterly 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: 2,262 shares; 2025Q4: 4,086 shares; 2026Q1: 6,158 shares; 2026Q2: 8,267 shares 8,267$1.16M0.02%+2,109Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 2,636 shares; 2025Q1: 2,505 shares; 2025Q2: 1,872 shares; 2025Q3: 2,063 shares; 2025Q4: 6,895 shares; 2026Q1: 4,373 shares; 2026Q2: 7,880 shares 7,880$1.15M0.02%+3,507Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,246 shares; 2025Q4: 2,802 shares; 2026Q1: 2,171 shares; 2026Q2: 3,809 shares 3,809$1.15M0.02%+1,638Timeline
SPYGSPDR SERIES TRUSTQuarterly 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: 2,548 shares; 2025Q4: 2,591 shares; 2026Q1: 4,220 shares; 2026Q2: 9,549 shares 9,549$1.14M0.02%+5,329Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 5,675 shares; 2025Q1: 5,021 shares; 2025Q2: 6,464 shares; 2025Q3: 6,643 shares; 2025Q4: 7,131 shares; 2026Q1: 10,165 shares; 2026Q2: 14,549 shares 14,549$1.12M0.02%+4,384Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,503 shares; 2024Q4: 27,753 shares; 2025Q1: 62,380 shares; 2025Q2: 51,875 shares; 2025Q3: 49,972 shares; 2025Q4: 36,147 shares; 2026Q1: 34,731 shares; 2026Q2: 10,154 shares 10,154$1.11M0.02%-24,577Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,224 shares; 2025Q4: 2,270 shares; 2026Q1: 3,025 shares; 2026Q2: 3,114 shares 3,114$1.06M0.02%+89Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,451 shares; 2024Q4: 2,725 shares; 2025Q1: 2,443 shares; 2025Q2: 4,744 shares; 2025Q3: 5,103 shares; 2025Q4: 9,116 shares; 2026Q1: 4,734 shares; 2026Q2: 6,668 shares 6,668$1.05M0.02%+1,934Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,056 shares 6,056$1.05M0.02%newTimeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,017 shares; 2024Q4: 7,216 shares; 2025Q1: 34,295 shares; 2025Q2: 6,094 shares; 2025Q3: 5,771 shares; 2025Q4: 7,288 shares; 2026Q1: 18,876 shares; 2026Q2: 22,209 shares 22,209$1.02M0.01%+3,333Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,148 shares; 2026Q2: 12,148 shares 12,148$995K0.01%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,888 shares; 2024Q4: 3,356 shares; 2025Q1: 2,677 shares; 2025Q2: 2,774 shares; 2025Q3: 2,911 shares; 2025Q4: 5,289 shares; 2026Q1: 5,655 shares; 2026Q2: 6,678 shares 6,678$990K0.01%+1,023Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,350 shares; 2024Q4: 22,967 shares; 2025Q1: 21,715 shares; 2025Q2: 21,485 shares; 2025Q3: 23,732 shares; 2025Q4: 25,087 shares; 2026Q1: 35,801 shares; 2026Q2: 31,759 shares 31,759$988K0.01%-4,042Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,461 shares; 2024Q4: 5,464 shares; 2025Q1: 5,371 shares; 2025Q2: 6,438 shares; 2025Q3: 6,684 shares; 2025Q4: 8,379 shares; 2026Q1: 9,877 shares; 2026Q2: 11,230 shares 11,230$986K0.01%+1,353Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,566 shares; 2025Q1: 1,485 shares; 2025Q2: 2,480 shares; 2025Q3: 2,886 shares; 2025Q4: 3,202 shares; 2026Q1: 4,688 shares; 2026Q2: 6,550 shares 6,550$961K0.01%+1,862Timeline
APHAMPHENOL CORPQuarterly 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: 2,512 shares; 2025Q4: 3,574 shares; 2026Q1: 4,110 shares; 2026Q2: 5,386 shares 5,386$950K0.01%+1,276Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares; 2026Q1: 3,892 shares; 2026Q2: 5,217 shares 5,217$944K0.01%+1,325Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,112 shares; 2025Q4: 7,335 shares; 2026Q1: 8,639 shares; 2026Q2: 8,225 shares 8,225$939K0.01%-414Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150 shares; 2025Q2: 3,136 shares; 2025Q3: 3,426 shares; 2025Q4: 4,489 shares; 2026Q1: 3,719 shares; 2026Q2: 3,995 shares 3,995$907K0.01%+276Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,043 shares; 2025Q3: 2,080 shares; 2025Q4: 2,113 shares; 2026Q1: 2,450 shares; 2026Q2: 2,094 shares 2,094$903K0.01%-356Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,852 shares; 2025Q1: 3,554 shares; 2025Q2: 5,021 shares; 2025Q3: 6,808 shares; 2025Q4: 6,391 shares; 2026Q1: 7,734 shares; 2026Q2: 7,682 shares 7,682$896K0.01%-52Timeline
PSNPARSONS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,959 shares; 2025Q1: 32,959 shares; 2025Q2: 22,959 shares; 2025Q3: 16,959 shares; 2025Q4: 16,981 shares; 2026Q1: 17,067 shares; 2026Q2: 17,066 shares 17,066$894K0.01%-1Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,072 shares; 2026Q2: 2,984 shares 2,984$892K0.01%-88Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,127 shares; 2024Q4: 4,141 shares; 2025Q1: 3,872 shares; 2025Q2: 4,726 shares; 2025Q3: 6,193 shares; 2025Q4: 12,347 shares; 2026Q1: 13,601 shares; 2026Q2: 9,205 shares 9,205$888K0.01%-4,396Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares; 2026Q2: 9,249 shares 9,249$885K0.01%+6,248Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 2,048 shares 2,048$873K0.01%+154Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares; 2026Q2: 2,857 shares 2,857$851K0.01%+532Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares; 2025Q3: 1,599 shares; 2025Q4: 2,449 shares; 2026Q1: 2,977 shares; 2026Q2: 3,923 shares 3,923$849K0.01%+946Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,949 shares; 2026Q2: 3,263 shares 3,263$833K0.01%+1,314Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 746 shares; 2025Q1: 734 shares; 2025Q2: 966 shares; 2025Q3: 903 shares; 2025Q4: 1,543 shares; 2026Q1: 2,066 shares; 2026Q2: 2,188 shares 2,188$792K0.01%+122Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 844 shares; 2025Q4: 1,106 shares; 2026Q1: 1,169 shares; 2026Q2: 2,325 shares 2,325$792K0.01%+1,156Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,959 shares; 2025Q1: 10,539 shares; 2025Q2: 10,517 shares; 2025Q3: 9,451 shares; 2025Q4: 16,183 shares; 2026Q1: 24,425 shares; 2026Q2: 22,444 shares 22,444$781K0.01%-1,981Timeline
BSVVANGUARD BD INDEX FDSQuarterly 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: 3,100 shares; 2026Q1: 9,664 shares; 2026Q2: 9,946 shares 9,946$775K0.01%+282Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,673 shares; 2024Q4: 10,708 shares; 2025Q1: 10,540 shares; 2025Q2: 10,671 shares; 2025Q3: 10,718 shares; 2025Q4: 10,819 shares; 2026Q1: 11,013 shares; 2026Q2: 9,146 shares 9,146$764K0.01%-1,867Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,505 shares; 2024Q4: 2,706 shares; 2025Q1: 2,351 shares; 2025Q2: 3,198 shares; 2025Q3: 3,032 shares; 2025Q4: 3,949 shares; 2026Q1: 5,028 shares; 2026Q2: 4,928 shares 4,928$760K0.01%-100Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,149 shares; 2024Q4: 9,217 shares; 2025Q1: 8,178 shares; 2025Q2: 8,276 shares; 2025Q3: 9,688 shares; 2025Q4: 11,935 shares; 2026Q1: 12,078 shares; 2026Q2: 13,893 shares 13,893$760K0.01%+1,815Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,270 shares; 2024Q4: 6,154 shares; 2025Q1: 5,048 shares; 2025Q2: not reported; 2025Q3: 3,177 shares; 2025Q4: 5,385 shares; 2026Q1: 7,827 shares; 2026Q2: 9,956 shares 9,956$752K0.01%+2,129Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1$749K0.01%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 2,540 shares; 2025Q4: 2,662 shares; 2026Q1: 3,447 shares; 2026Q2: 4,820 shares 4,820$730K0.01%+1,373Timeline
SUSAISHARES TRQuarterly 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: 3,281 shares; 2026Q1: 4,771 shares; 2026Q2: 4,722 shares 4,722$729K0.01%-49Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly 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: 8,580 shares; 2026Q2: 14,627 shares 14,627$721K0.01%+6,047Timeline
SPYXSPDR SERIES TRUSTQuarterly 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: 13,231 shares; 2025Q4: 13,215 shares; 2026Q1: 10,993 shares; 2026Q2: 11,794 shares 11,794$721K0.01%+801Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,071 shares; 2025Q3: 4,211 shares; 2025Q4: 8,165 shares; 2026Q1: 7,837 shares; 2026Q2: 8,667 shares 8,667$716K0.01%+830Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,734 shares; 2025Q3: 5,294 shares; 2025Q4: 8,334 shares; 2026Q1: 8,565 shares; 2026Q2: 9,351 shares 9,351$716K0.01%+786Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,405 shares; 2024Q4: 9,009 shares; 2025Q1: 7,190 shares; 2025Q2: 7,155 shares; 2025Q3: 7,420 shares; 2025Q4: 8,946 shares; 2026Q1: 14,105 shares; 2026Q2: 19,696 shares 19,696$714K0.01%+5,591Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares; 2026Q1: 3,004 shares; 2026Q2: 2,834 shares 2,834$704K0.01%-170Timeline
SCHISCHWAB STRATEGIC TRQuarterly 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: 16,341 shares; 2026Q2: 30,683 shares 30,683$695K0.01%+14,342Timeline
KVUEKENVUE INCQuarterly 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: 25,901 shares; 2026Q1: 29,631 shares; 2026Q2: 36,236 shares 36,236$692K0.01%+6,605Timeline
VVVANGUARD INDEX FDSQuarterly 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: 869 shares; 2025Q4: 698 shares; 2026Q1: 1,071 shares; 2026Q2: 2,011 shares 2,011$692K0.01%+940Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly 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: 8,892 shares; 2026Q1: 10,889 shares; 2026Q2: 18,469 shares 18,469$688K0.01%+7,580Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 976 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,247 shares; 2025Q4: 1,481 shares; 2026Q1: 2,081 shares; 2026Q2: 2,519 shares 2,519$685K0.01%+438Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,139 shares; 2025Q1: not reported; 2025Q2: 3,962 shares; 2025Q3: 4,242 shares; 2025Q4: 6,176 shares; 2026Q1: 5,338 shares; 2026Q2: 8,913 shares 8,913$676K0.01%+3,575Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 884 shares; 2025Q1: 805 shares; 2025Q2: 1,256 shares; 2025Q3: 1,478 shares; 2025Q4: 1,855 shares; 2026Q1: 2,427 shares; 2026Q2: 2,484 shares 2,484$671K0.01%+57Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,798 shares; 2024Q4: 1,942 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 3,021 shares; 2025Q4: 5,352 shares; 2026Q1: 4,940 shares; 2026Q2: 6,965 shares 6,965$670K0.01%+2,025Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,403 shares; 2025Q4: 2,483 shares; 2026Q1: 2,118 shares; 2026Q2: 2,940 shares 2,940$667K0.01%+822Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,770 shares; 2024Q4: 2,511 shares; 2025Q1: 2,859 shares; 2025Q2: 4,996 shares; 2025Q3: 4,996 shares; 2025Q4: 6,667 shares; 2026Q1: 6,234 shares; 2026Q2: 6,041 shares 6,041$666K0.01%-193Timeline
LINLINDE PLCQuarterly 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: 425 shares; 2025Q4: not reported; 2026Q1: 597 shares; 2026Q2: 1,276 shares 1,276$662K0.01%+679Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly 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: 489 shares; 2026Q1: 1,251 shares; 2026Q2: 1,243 shares 1,243$649K0.01%-8Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,410 shares; 2025Q4: 1,854 shares; 2026Q1: 1,894 shares; 2026Q2: 2,642 shares 2,642$640K0.01%+748Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 605 shares; 2026Q1: 844 shares; 2026Q2: 1,241 shares 1,241$632K0.01%+397Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,862 shares; 2026Q1: 3,116 shares; 2026Q2: 4,311 shares 4,311$630K0.01%+1,195Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,434 shares; 2025Q4: 6,912 shares; 2026Q1: 11,611 shares; 2026Q2: 11,820 shares 11,820$624K0.01%+209Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,596 shares 5,596$616K0.01%newTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,587 shares; 2024Q4: 7,229 shares; 2025Q1: 7,229 shares; 2025Q2: 6,658 shares; 2025Q3: 6,658 shares; 2025Q4: 8,254 shares; 2026Q1: 11,296 shares; 2026Q2: 11,879 shares 11,879$614K0.01%+583Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,065 shares; 2026Q1: 2,927 shares; 2026Q2: 3,610 shares 3,610$613K0.01%+683Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,113 shares; 2024Q4: 16,039 shares; 2025Q1: 15,514 shares; 2025Q2: 15,630 shares; 2025Q3: 15,715 shares; 2025Q4: 15,819 shares; 2026Q1: 16,032 shares; 2026Q2: 16,637 shares 16,637$613K0.01%+605Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 2,994 shares; 2026Q1: 2,493 shares; 2026Q2: 2,879 shares 2,879$613K0.01%+386Timeline
WDCWESTERN DIGITAL CORPQuarterly 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: 746 shares; 2026Q2: 956 shares 956$611K0.01%+210Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,656 shares; 2026Q1: 6,444 shares; 2026Q2: 6,499 shares 6,499$609K0.01%+55Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 6,751 shares; 2026Q2: 9,581 shares 9,581$603K0.01%+2,830Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 1,443 shares; 2025Q1: 2,704 shares; 2025Q2: 2,282 shares; 2025Q3: 2,341 shares; 2025Q4: 2,847 shares; 2026Q1: 3,724 shares; 2026Q2: 3,046 shares 3,046$602K0.01%-678Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 3,097 shares; 2025Q1: 2,915 shares; 2025Q2: 4,068 shares; 2025Q3: 4,172 shares; 2025Q4: 5,035 shares; 2026Q1: 6,028 shares; 2026Q2: 5,703 shares 5,703$593K0.01%-325Timeline
TXNTEXAS INSTRS INCQuarterly 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: 994 shares; 2026Q1: 1,417 shares; 2026Q2: 1,989 shares 1,989$593K0.01%+572Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,404 shares; 2025Q3: 3,395 shares; 2025Q4: 4,465 shares; 2026Q1: 5,950 shares; 2026Q2: 6,597 shares 6,597$584K0.01%+647Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly 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: 552 shares; 2026Q1: 676 shares; 2026Q2: 763 shares 763$582K0.01%+87Timeline
ONEQFIDELITY COMWLTH TRQuarterly 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: 6,675 shares; 2025Q4: 6,748 shares; 2026Q1: 5,542 shares; 2026Q2: 5,620 shares 5,620$580K0.01%+78Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 2,690 shares; 2026Q2: 3,075 shares 3,075$568K0.01%+385Timeline
CMICUMMINS INCQuarterly 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: 405 shares; 2026Q1: 585 shares; 2026Q2: 793 shares 793$565K0.01%+208Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,758 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 866 shares; 2026Q1: 1,135 shares; 2026Q2: 1,414 shares 1,414$562K0.01%+279Timeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 2,203 shares; 2026Q2: 3,460 shares 3,460$559K0.01%+1,257Timeline
DEDEERE & COQuarterly 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: 568 shares; 2026Q2: 879 shares 879$558K0.01%+311Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 2,519 shares; 2025Q4: 2,555 shares; 2026Q1: 2,405 shares; 2026Q2: 2,208 shares 2,208$557K0.01%-197Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly 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: 11,798 shares 11,798$557K0.01%newTimeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,582 shares; 2026Q1: 1,767 shares; 2026Q2: 1,616 shares 1,616$554K0.01%-151Timeline
BLKBLACKROCK INCQuarterly 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: 190 shares; 2025Q4: 268 shares; 2026Q1: 533 shares; 2026Q2: 569 shares 569$547K0.01%+36Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,728 shares; 2024Q4: 1,658 shares; 2025Q1: 1,661 shares; 2025Q2: 2,152 shares; 2025Q3: 2,221 shares; 2025Q4: 2,918 shares; 2026Q1: 3,817 shares; 2026Q2: 3,967 shares 3,967$537K0.01%+150Timeline
EEMISHARES TRQuarterly 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: 6,106 shares; 2026Q1: 7,181 shares; 2026Q2: 7,773 shares 7,773$532K0.01%+592Timeline
IXUSISHARES TRQuarterly 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: 2,846 shares; 2025Q4: 3,935 shares; 2026Q1: 4,134 shares; 2026Q2: 5,521 shares 5,521$527K0.01%+1,387Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly 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: 481 shares; 2025Q4: 692 shares; 2026Q1: 823 shares; 2026Q2: 1,049 shares 1,049$526K0.01%+226Timeline
SNDKSANDISK CORPQuarterly 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: 230 shares 230$523K0.01%newTimeline
PVALPUTNAM ETF TRUSTQuarterly 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: 10,232 shares 10,232$521K0.01%newTimeline
AVEMAMERICAN CENTY ETF TRQuarterly 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: 3,009 shares; 2026Q1: 2,544 shares; 2026Q2: 5,373 shares 5,373$518K0.01%+2,829Timeline
PNCPNC FINL SVCS GROUP INCQuarterly 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: 970 shares; 2026Q1: 1,459 shares; 2026Q2: 2,063 shares 2,063$508K0.01%+604Timeline
LOWLOWES COS INCQuarterly 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: 2,220 shares; 2025Q4: 3,152 shares; 2026Q1: 3,709 shares; 2026Q2: 2,270 shares 2,270$501K0.01%-1,439Timeline
MANHMANHATTAN ASSOCIATES INCQuarterly 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: 3,998 shares; 2026Q1: 4,037 shares; 2026Q2: 3,589 shares 3,589$500K0.01%-448Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,395 shares; 2025Q4: 1,448 shares; 2026Q1: 1,778 shares; 2026Q2: 1,944 shares 1,944$497K0.01%+166Timeline
MDLZMONDELEZ INTL INCQuarterly 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: 8,493 shares 8,493$491K0.01%newTimeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,094 shares 1,094$488K0.01%newTimeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,634 shares; 2025Q1: 1,658 shares; 2025Q2: 2,161 shares; 2025Q3: 2,981 shares; 2025Q4: 3,012 shares; 2026Q1: 2,892 shares; 2026Q2: 4,109 shares 4,109$483K0.01%+1,217Timeline
MCKMCKESSON CORPQuarterly 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: 366 shares; 2025Q4: 388 shares; 2026Q1: 483 shares; 2026Q2: 639 shares 639$483K0.01%+156Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,698 shares; 2026Q1: 3,765 shares; 2026Q2: 4,724 shares 4,724$483K0.01%+959Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,374 shares; 2026Q2: 2,207 shares 2,207$482K0.01%+833Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly 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: 6,418 shares; 2026Q2: 8,331 shares 8,331$480K0.01%+1,913Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly 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: 2,187 shares 2,187$479K0.01%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares; 2026Q2: 2,389 shares 2,389$479K0.01%+851Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly 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: 670 shares; 2026Q1: 669 shares; 2026Q2: 714 shares 714$476K0.01%+45Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,784 shares; 2026Q1: 1,993 shares; 2026Q2: 2,570 shares 2,570$476K0.01%+577Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 2,068 shares; 2026Q1: 2,334 shares; 2026Q2: 2,995 shares 2,995$475K0.01%+661Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,389 shares; 2026Q1: 2,356 shares; 2026Q2: 4,983 shares 4,983$471K0.01%+2,627Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,163 shares; 2026Q1: 6,914 shares; 2026Q2: 4,955 shares 4,955$468K0.01%-1,959Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,073 shares; 2025Q1: 1,060 shares; 2025Q2: 1,278 shares; 2025Q3: 1,633 shares; 2025Q4: 1,120 shares; 2026Q1: 1,290 shares; 2026Q2: 2,097 shares 2,097$467K0.01%+807Timeline
CSXCSX CORPQuarterly 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: 5,346 shares; 2026Q2: 9,686 shares 9,686$460K0.01%+4,340Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 4,239 shares; 2025Q4: 5,951 shares; 2026Q1: 5,893 shares; 2026Q2: 6,341 shares 6,341$458K0.01%+448Timeline
TTTRANE TECHNOLOGIES PLCQuarterly 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: 592 shares; 2026Q2: 918 shares 918$451K0.01%+326Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,559 shares; 2026Q1: 9,939 shares; 2026Q2: 10,607 shares 10,607$449K0.01%+668Timeline
SCHWCHARLES SCHWAB CORP (THE)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: 3,381 shares; 2026Q1: 5,176 shares; 2026Q2: 4,858 shares 4,858$448K0.01%-318Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares; 2026Q2: 1,602 shares 1,602$442K0.01%+240Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly 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: 872 shares; 2026Q1: 836 shares; 2026Q2: 1,130 shares 1,130$437K0.01%+294Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,912 shares; 2026Q1: 5,954 shares; 2026Q2: 7,944 shares 7,944$437K0.01%+1,990Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares; 2026Q2: 1,746 shares 1,746$436K0.01%+161Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly 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: 9,982 shares; 2026Q2: 9,136 shares 9,136$436K0.01%-846Timeline
DYNFBLACKROCK ETF TRUSTQuarterly 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: 6,794 shares; 2026Q1: 6,740 shares; 2026Q2: 6,401 shares 6,401$435K0.01%-339Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,446 shares; 2026Q1: 4,696 shares; 2026Q2: 8,087 shares 8,087$434K0.01%+3,391Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 668 shares; 2025Q4: 1,009 shares; 2026Q1: 1,309 shares; 2026Q2: 1,079 shares 1,079$429K0.01%-230Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,205 shares; 2026Q1: 1,331 shares; 2026Q2: 1,158 shares 1,158$429K0.01%-173Timeline
CVSCVS HEALTH CORPQuarterly 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: 3,025 shares; 2026Q1: 3,903 shares; 2026Q2: 4,110 shares 4,110$425K0.01%+207Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 740 shares; 2025Q4: 919 shares; 2026Q1: 727 shares; 2026Q2: 1,155 shares 1,155$422K0.01%+428Timeline
VRTVERTIV HOLDINGS COQuarterly 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: 963 shares; 2026Q2: 1,249 shares 1,249$418K0.01%+286Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,699 shares; 2025Q1: 1,707 shares; 2025Q2: 2,387 shares; 2025Q3: 2,866 shares; 2025Q4: 3,050 shares; 2026Q1: 4,170 shares; 2026Q2: 4,605 shares 4,605$418K0.01%+435Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,722 shares; 2025Q4: 2,061 shares; 2026Q1: 2,504 shares; 2026Q2: 3,297 shares 3,297$417K0.01%+793Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,984 shares; 2026Q2: 2,892 shares 2,892$410K0.01%-92Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,468 shares; 2026Q1: 14,884 shares; 2026Q2: 16,866 shares 16,866$406K0.01%+1,982Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 4,158 shares; 2026Q2: 4,158 shares 4,158$400K0.01%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,001 shares; 2024Q4: 1,537 shares; 2025Q1: 1,384 shares; 2025Q2: 1,282 shares; 2025Q3: 1,642 shares; 2025Q4: 2,329 shares; 2026Q1: 2,601 shares; 2026Q2: 2,552 shares 2,552$400K0.01%-49Timeline
GLDSPDR GOLD TRQuarterly 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: 729 shares; 2026Q1: 1,298 shares; 2026Q2: 1,085 shares 1,085$400K0.01%-213Timeline
PLDPROLOGIS 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: 1,621 shares; 2026Q1: 2,017 shares; 2026Q2: 2,909 shares 2,909$394K0.01%+892Timeline
NEMNEWMONT CORPQuarterly 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: 3,666 shares; 2026Q1: 4,977 shares; 2026Q2: 4,218 shares 4,218$394K0.01%-759Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 3,619 shares; 2026Q2: 4,393 shares 4,393$392K0.01%+774Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 1,511 shares; 2026Q2: 1,747 shares 1,747$391K0.01%+236Timeline
INTUINTUITQuarterly 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: 384 shares; 2025Q4: not reported; 2026Q1: 635 shares; 2026Q2: 1,498 shares 1,498$391K0.01%+863Timeline
PHPARKER-HANNIFIN CORPQuarterly 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: 357 shares; 2025Q4: 269 shares; 2026Q1: 394 shares; 2026Q2: 397 shares 397$388K0.01%+3Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly 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: 11,245 shares; 2026Q2: 9,359 shares 9,359$386K0.01%-1,886Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly 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: 9,031 shares 9,031$385K0.01%newTimeline
APPAPPLOVIN CORPQuarterly 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: 745 shares 745$384K0.01%newTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,694 shares; 2026Q2: 2,643 shares 2,643$382K0.01%+949Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,166 shares; 2026Q2: 1,985 shares 1,985$381K0.01%-181Timeline
TFCTRUIST FINL CORPQuarterly 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: 4,400 shares; 2025Q4: 7,761 shares; 2026Q1: 7,353 shares; 2026Q2: 7,620 shares 7,620$380K0.01%+267Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,362 shares; 2025Q4: 8,627 shares; 2026Q1: 8,445 shares; 2026Q2: 8,259 shares 8,259$379K0.01%-186Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,341 shares; 2025Q3: 16,000 shares; 2025Q4: 15,734 shares; 2026Q1: 22,699 shares; 2026Q2: 18,284 shares 18,284$378K0.01%-4,415Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,777 shares 5,777$371K0.01%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,096 shares; 2026Q1: 4,090 shares; 2026Q2: 4,932 shares 4,932$367K0.01%+842Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly 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: 967 shares; 2025Q4: 980 shares; 2026Q1: 1,346 shares; 2026Q2: 1,280 shares 1,280$366K0.01%-66Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 3,663 shares 3,663$364K0.01%+1,670Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,360 shares; 2026Q2: 14,687 shares 14,687$362K0.01%-7,673Timeline
TRVTRAVELERS COMPANIES INCQuarterly 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: 886 shares; 2026Q2: 1,094 shares 1,094$361K0.01%+208Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly 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: 2,539 shares 2,539$361K0.01%newTimeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares; 2026Q2: 2,343 shares 2,343$360K0.01%-410Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 956 shares; 2025Q4: 744 shares; 2026Q1: 1,262 shares; 2026Q2: 1,130 shares 1,130$359K0.01%-132Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,259 shares; 2026Q1: 2,850 shares; 2026Q2: 2,804 shares 2,804$354K0.01%-46Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly 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: 4,480 shares 4,480$354K0.01%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 84 shares; 2026Q2: 1,985 shares 1,985$354K0.01%+1,901Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,103 shares; 2026Q2: 1,316 shares 1,316$354K0.01%+213Timeline
USBUS BANCORPQuarterly 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: 3,931 shares; 2026Q1: 4,069 shares; 2026Q2: 5,822 shares 5,822$352K0.01%+1,753Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,825 shares; 2025Q1: 1,685 shares; 2025Q2: 1,764 shares; 2025Q3: 1,930 shares; 2025Q4: 2,472 shares; 2026Q1: 2,549 shares; 2026Q2: 2,234 shares 2,234$351K0.01%-315Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares; 2026Q2: 2,068 shares 2,068$350K0.01%+532Timeline
XLCSELECT SECTOR SPDR TRQuarterly 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: 2,162 shares; 2025Q4: 2,241 shares; 2026Q1: 2,657 shares; 2026Q2: 3,257 shares 3,257$349K0.01%+600Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,603 shares; 2026Q2: 3,986 shares 3,986$344K<0.01%+383Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,339 shares 3,339$344K<0.01%newTimeline
ITWILLINOIS TOOL WKS INCQuarterly 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: 807 shares; 2026Q1: 1,167 shares; 2026Q2: 1,272 shares 1,272$344K<0.01%+105Timeline
XLYSELECT SECTOR SPDR TRQuarterly 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: 883 shares; 2025Q4: 1,924 shares; 2026Q1: 2,348 shares; 2026Q2: 2,898 shares 2,898$340K<0.01%+550Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares 1,417$339K<0.01%newTimeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares; 2026Q2: 1,420 shares 1,420$338K<0.01%+369Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,310 shares; 2026Q1: 6,274 shares; 2026Q2: 6,072 shares 6,072$328K<0.01%-202Timeline
EFAISHARES TRQuarterly 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: 2,388 shares; 2025Q4: 2,409 shares; 2026Q1: 3,385 shares; 2026Q2: 3,156 shares 3,156$328K<0.01%-229Timeline
SPGIS&P GLOBAL INCQuarterly 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: 794 shares 794$323K<0.01%newTimeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,596 shares 3,596$323K<0.01%newTimeline
UBSUBS GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,476 shares 6,476$321K<0.01%newTimeline
PXFINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 4,041 shares; 2026Q1: 4,550 shares; 2026Q2: 4,225 shares 4,225$320K<0.01%-325Timeline
TECLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361$314K<0.01%newTimeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,671 shares 7,671$312K<0.01%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly 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: 2,914 shares 2,914$310K<0.01%newTimeline
AZNASTRAZENECA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,416 shares; 2026Q2: 1,627 shares 1,627$309K<0.01%+211Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 3,949 shares; 2026Q2: 3,129 shares 3,129$307K<0.01%-820Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371$307K<0.01%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,809 shares; 2026Q2: 2,241 shares 2,241$307K<0.01%+432Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,461 shares 1,461$302K<0.01%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,768 shares; 2025Q3: 4,355 shares; 2025Q4: 3,330 shares; 2026Q1: 3,187 shares; 2026Q2: 3,464 shares 3,464$302K<0.01%+277Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,991 shares; 2025Q4: 15,102 shares; 2026Q1: 17,169 shares; 2026Q2: 12,713 shares 12,713$301K<0.01%-4,456Timeline
FNDASCHWAB STRATEGIC TRQuarterly 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: 9,204 shares; 2026Q2: 7,898 shares 7,898$301K<0.01%-1,306Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,545 shares; 2026Q1: 3,529 shares; 2026Q2: 3,113 shares 3,113$300K<0.01%-416Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,021 shares; 2026Q2: 1,149 shares 1,149$299K<0.01%+128Timeline
MOALTRIA GROUP INCQuarterly 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: 13,706 shares; 2025Q4: 6,673 shares; 2026Q1: 7,866 shares; 2026Q2: 4,158 shares 4,158$299K<0.01%-3,708Timeline
SMBSSCHWAB STRATEGIC TRQuarterly 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: 11,719 shares 11,719$298K<0.01%newTimeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,881 shares; 2026Q1: 24,504 shares; 2026Q2: 11,213 shares 11,213$297K<0.01%-13,291Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,018 shares 7,018$297K<0.01%newTimeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,677 shares 6,677$297K<0.01%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,568 shares; 2026Q2: 1,833 shares 1,833$297K<0.01%+265Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,597 shares; 2026Q2: 3,816 shares 3,816$296K<0.01%+1,219Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,621 shares 5,621$294K<0.01%newTimeline
FDVVFIDELITY COVINGTON TRUSTQuarterly 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: 4,880 shares 4,880$294K<0.01%newTimeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,841 shares; 2026Q1: 6,231 shares; 2026Q2: 6,199 shares 6,199$286K<0.01%-32Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly 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: 2,966 shares 2,966$285K<0.01%newTimeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,513 shares; 2026Q1: not reported; 2026Q2: 1,990 shares 1,990$285K<0.01%newTimeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly 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: 10,812 shares 10,812$283K<0.01%newTimeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,016 shares; 2025Q3: 5,091 shares; 2025Q4: 5,108 shares; 2026Q1: 5,206 shares; 2026Q2: 5,295 shares 5,295$281K<0.01%+89Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,731 shares 6,731$281K<0.01%newTimeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,047 shares 7,047$280K<0.01%newTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,307 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722$278K<0.01%newTimeline
ALABASTERA LABS INCQuarterly 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: 565 shares 565$273K<0.01%newTimeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,013 shares; 2025Q3: 2,033 shares; 2025Q4: 2,422 shares; 2026Q1: 2,006 shares; 2026Q2: 1,987 shares 1,987$272K<0.01%-19Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,540 shares 5,540$268K<0.01%newTimeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,229 shares 7,229$264K<0.01%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,325 shares; 2025Q4: 8,003 shares; 2026Q1: 8,325 shares; 2026Q2: 8,735 shares 8,735$264K<0.01%+410Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly 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: 3,766 shares; 2026Q1: 11,757 shares; 2026Q2: 4,453 shares 4,453$263K<0.01%-7,304Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,535 shares; 2025Q3: 35,121 shares; 2025Q4: 39,666 shares; 2026Q1: 8,014 shares; 2026Q2: 9,201 shares 9,201$261K<0.01%+1,187Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares; 2026Q2: 1,453 shares 1,453$261K<0.01%+24Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163$260K<0.01%newTimeline
JPINJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,564 shares; 2025Q4: 3,564 shares; 2026Q1: 3,564 shares; 2026Q2: 3,564 shares 3,564$258K<0.01%0Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly 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: 562 shares; 2025Q4: not reported; 2026Q1: 741 shares; 2026Q2: 618 shares 618$257K<0.01%-123Timeline
SFYTIDAL TRUST IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719$256K<0.01%newTimeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,113 shares 5,113$256K<0.01%newTimeline
DFCFDIMENSIONAL ETF TRUSTQuarterly 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: 8,149 shares; 2026Q2: 6,049 shares 6,049$255K<0.01%-2,100Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,435 shares; 2026Q1: 6,008 shares; 2026Q2: 6,321 shares 6,321$254K<0.01%+313Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121$251K<0.01%newTimeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly 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: 714 shares 714$250K<0.01%newTimeline
PHGKONINKLIJKE PHILIPS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,060 shares; 2024Q4: 9,046 shares; 2025Q1: 9,083 shares; 2025Q2: 9,084 shares; 2025Q3: 9,084 shares; 2025Q4: 9,053 shares; 2026Q1: 9,050 shares; 2026Q2: 9,189 shares 9,189$250K<0.01%+139Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,636 shares 1,636$249K<0.01%newTimeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 452 shares; 2026Q1: not reported; 2026Q2: 548 shares 548$248K<0.01%newTimeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,681 shares; 2026Q1: 3,255 shares; 2026Q2: 2,769 shares 2,769$247K<0.01%-486Timeline
SONYSONY GROUP CORPQuarterly 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: 12,229 shares 12,229$245K<0.01%newTimeline
PLNTPLANET FITNESS MASTER ISSUERQuarterly 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: 4,682 shares 4,682$244K<0.01%newTimeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,307 shares; 2026Q2: 2,343 shares 2,343$244K<0.01%+36Timeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,101 shares 1,101$243K<0.01%newTimeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,750 shares 7,750$243K<0.01%newTimeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 5,753 shares; 2026Q2: 2,993 shares 2,993$243K<0.01%-2,760Timeline
NETCLOUDFLARE INCQuarterly 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: 989 shares 989$243K<0.01%newTimeline
FCCOFIRST CMNTY CORP S CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,419 shares 7,419$242K<0.01%newTimeline
BHPBHP BILLITON LIMITEDQuarterly 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: 2,909 shares 2,909$242K<0.01%newTimeline
ECLECOLAB INCQuarterly 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: 869 shares 869$242K<0.01%newTimeline
FNDCSCHWAB STRATEGIC TRQuarterly 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: 5,047 shares; 2026Q2: 4,965 shares 4,965$241K<0.01%-82Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly 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: 12,029 shares 12,029$239K<0.01%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,916 shares; 2024Q4: 23,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,133 shares 3,133$238K<0.01%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 805 shares; 2025Q1: 850 shares; 2025Q2: 1,008 shares; 2025Q3: 1,560 shares; 2025Q4: 1,733 shares; 2026Q1: 1,817 shares; 2026Q2: 1,910 shares 1,910$238K<0.01%+93Timeline
SOXLDIREXION SHARES ETF TRUSTQuarterly 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: 888 shares 888$237K<0.01%newTimeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 691 shares; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 476 shares 476$236K<0.01%-140Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,947 shares 1,947$236K<0.01%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,061 shares 3,061$236K<0.01%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly 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: 459 shares; 2026Q2: 510 shares 510$234K<0.01%+51Timeline
RBRKRUBRIK 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: 2,906 shares 2,906$233K<0.01%newTimeline
SCHCSCHWAB STRATEGIC TRQuarterly 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: 4,820 shares 4,820$232K<0.01%newTimeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,516 shares 5,516$231K<0.01%newTimeline
RIORIO TINTO PLCQuarterly 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: 2,428 shares 2,428$230K<0.01%newTimeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,570 shares; 2026Q1: 5,017 shares; 2026Q2: 4,770 shares 4,770$230K<0.01%-247Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,446 shares 1,446$227K<0.01%newTimeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,630 shares 6,630$226K<0.01%newTimeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467$226K<0.01%newTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,369 shares 1,369$225K<0.01%newTimeline
BCSBARCLAYS PLCQuarterly 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: 8,373 shares 8,373$225K<0.01%newTimeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,490 shares 6,490$225K<0.01%newTimeline
TRIOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,466 shares 3,466$225K<0.01%newTimeline
DFAEDIMENSIONAL ETF TRUSTQuarterly 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: 7,156 shares; 2026Q2: 5,566 shares 5,566$224K<0.01%-1,590Timeline
EXELEXELIXIS INCQuarterly 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: 4,100 shares 4,100$223K<0.01%newTimeline
IGMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,363 shares 1,363$223K<0.01%newTimeline
CLCOLGATE PALMOLIVE COQuarterly 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: 2,428 shares 2,428$223K<0.01%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly 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: 6,397 shares; 2026Q1: not reported; 2026Q2: 2,891 shares 2,891$222K<0.01%newTimeline
SOXXISHARES TRQuarterly 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: 645 shares; 2026Q2: 346 shares 346$222K<0.01%-299Timeline
FASTFASTENAL COQuarterly 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: 4,600 shares 4,600$221K<0.01%newTimeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,126 shares; 2026Q1: 1,173 shares; 2026Q2: 1,263 shares 1,263$220K<0.01%+90Timeline
NSCNORFOLK SOUTHN CORPQuarterly 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: 695 shares 695$219K<0.01%newTimeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,920 shares 3,920$219K<0.01%newTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares; 2026Q2: 1,998 shares 1,998$218K<0.01%-1,018Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,384 shares 1,384$217K<0.01%newTimeline
IDEVISHARES TRQuarterly 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: 2,608 shares; 2025Q4: 2,704 shares; 2026Q1: 3,708 shares; 2026Q2: 2,436 shares 2,436$217K<0.01%-1,272Timeline
SGOVISHARES TRQuarterly 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: 2,144 shares 2,144$216K<0.01%newTimeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,008 shares 3,008$213K<0.01%newTimeline
HSBCHSBC HLDGS PLCQuarterly 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: 2,235 shares 2,235$213K<0.01%newTimeline
GDGENERAL DYNAMICS CORPQuarterly 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: 787 shares; 2026Q2: 598 shares 598$212K<0.01%-189Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 298 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 376 shares 376$211K<0.01%newTimeline
SPYDSPDR SERIES TRUSTQuarterly 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: 4,496 shares; 2026Q2: 4,394 shares 4,394$210K<0.01%-102Timeline
CRUSCIRRUS LOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 1,410 shares 1,410$209K<0.01%-52Timeline
KMIKINDER MORGAN INC DELQuarterly 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: 8,126 shares; 2026Q2: 6,527 shares 6,527$209K<0.01%-1,599Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,340 shares 3,340$207K<0.01%newTimeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,180 shares 6,180$206K<0.01%newTimeline
JXNJACKSON FINANCIAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000$205K<0.01%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,527 shares 5,527$204K<0.01%newTimeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,827 shares 3,827$204K<0.01%newTimeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,980 shares 5,980$204K<0.01%newTimeline
DWXSPDR INDEX SHS FDSQuarterly 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: 4,417 shares 4,417$203K<0.01%newTimeline
LITELUMENTUM HLDGS INCQuarterly 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: 235 shares 235$202K<0.01%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,456 shares; 2024Q4: 1,310 shares; 2025Q1: 1,299 shares; 2025Q2: 1,342 shares; 2025Q3: 1,373 shares; 2025Q4: 1,276 shares; 2026Q1: 1,310 shares; 2026Q2: 1,136 shares 1,136$202K<0.01%-174Timeline
BLVVANGUARD BD INDEX FDSQuarterly 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: 2,904 shares 2,904$200K<0.01%newTimeline
LYGLLOYDS BANKING GROUP PLCQuarterly 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: 16,021 shares 16,021$93.4K<0.01%newTimeline
UAAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,509 shares; 2026Q1: not reported; 2026Q2: 10,452 shares 10,452$66.8K<0.01%newTimeline
MPTMEDICAL PROPERTIES TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,716 shares; 2026Q1: 14,284 shares; 2026Q2: 10,261 shares 10,261$47.4K<0.01%-4,023Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HONHONEYWELL INTL INC1,674$378Kshares
LHXL3HARRIS TECHNOLOGIES INC912$315Kshares
FJUNFIRST TR EXCHNG TRADED FD VI5,427$307Kshares
SUBISHARES TR2,870$306Kshares
GLDMWORLD GOLD TR3,014$279Kshares
COWZPACER FDS TR4,306$269Kshares
ADBEADOBE INC1,073$261Kshares
USIGISHARES TR5,079$260Kshares
SLVISHARES SILVER TR3,736$255Kshares
IGIBISHARES TR4,574$243Kshares
EZUISHARES INC3,835$240Kshares
CMECME GROUP INC795$235Kshares
NOCNORTHROP GRUMMAN CORP338$231Kshares
IWYISHARES TR916$228Kshares
CMCSACOMCAST CORP NEW7,913$227Kshares
VMBSVANGUARD SCOTTSDALE FDS4,770$224Kshares
MDTMEDTRONIC PLC2,574$223Kshares
CPRTCOPART INC6,688$222Kshares
XLESELECT SECTOR SPDR TR3,548$217Kshares
AAALCOA CORP3,253$216Kshares
VNQIVANGUARD INTL EQUITY INDEX F4,845$215Kshares
GSIEGOLDMAN SACHS ETF TR4,939$213Kshares
FDXFEDEX CORP592$211Kshares
WYNNWYNN RESORTS LTD2,075$211Kshares
JEPIJ P MORGAN EXCHANGE TRADED F3,683$209Kshares
ZMZOOM COMMUNICATIONS INC2,591$208Kshares
PDBCINVESCO ACTVELY MNGD ETC FD11,764$204Kshares
DHRDANAHER CORP DEL1,062$201Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001748271-26-000004 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001748271-26-000004 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0001748271-26-000003 Quarter ended 2026-03-312026-05-07acceptance time not in the bulk data set
13F-HR 0001748271-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0001748271-25-000013 Quarter ended 2025-09-302025-10-30acceptance time not in the bulk data set
13F-HR 0001748271-25-000006 Quarter ended 2025-06-302025-08-01acceptance time not in the bulk data set
13F-HR 0001748271-25-000004 Quarter ended 2025-03-312025-05-07acceptance time not in the bulk data set
13F-HR 0001748271-25-000002 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0001748271-24-000013 Quarter ended 2024-09-302024-11-04acceptance time not in the bulk data set
13F-HR 0001748271-24-000009 Quarter ended 2024-06-302024-07-31acceptance time not in the bulk data set
13F-HR 0001748271-24-000004 Quarter ended 2024-03-312024-05-07acceptance time not in the bulk data set
13F-HR 0001748271-24-000002 Quarter ended 2023-12-312024-02-08acceptance time not in the bulk data set
13F-HR 0001748271-23-000007 Quarter ended 2023-09-302023-11-01acceptance time not in the bulk data set
13F-HR 0001748271-23-000005 Quarter ended 2023-06-302023-08-04acceptance time not in the bulk data set
13F-HR 0001748271-23-000003 Quarter ended 2023-03-312023-05-04acceptance time not in the bulk data set
13F-HR 0001748271-23-000001 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001748271-22-000025 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001748271-22-000022 Quarter ended 2022-06-302022-08-04acceptance time not in the bulk data set
13F-HR 0001748271-22-000019 Quarter ended 2022-03-312022-05-12acceptance time not in the bulk data set
13F-HR 0001748271-22-000014 Quarter ended 2021-12-312022-02-09acceptance time not in the bulk data set
13F-HR 0001748271-21-000005 Quarter ended 2021-09-302021-10-28acceptance time not in the bulk data set
13F-HR 0001748271-21-000003 Quarter ended 2021-06-302021-07-21acceptance time not in the bulk data set
13F-HR 0001748271-21-000002 Quarter ended 2021-03-312021-04-20acceptance time not in the bulk data set
13F-HR 0001748271-21-000001 Quarter ended 2020-12-312021-04-20acceptance time not in the bulk data set