GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,595 shares; 2024Q4: 255,585 shares; 2025Q1: 251,350 shares; 2025Q2: 245,687 shares; 2025Q3: 246,270 shares; 2025Q4: 240,445 shares; 2026Q1: 236,030 shares; 2026Q2: 234,276 shares 234,276 $83.7M 10.3% -1,754 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,568 shares; 2024Q4: 102,151 shares; 2025Q1: 99,701 shares; 2025Q2: 99,866 shares; 2025Q3: 102,416 shares; 2025Q4: 100,917 shares; 2026Q1: 100,967 shares; 2026Q2: 98,999 shares 98,999 $57.5M 7.08% -1,968 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,659 shares; 2024Q4: 186,822 shares; 2025Q1: 183,544 shares; 2025Q2: 178,305 shares; 2025Q3: 176,739 shares; 2025Q4: 175,122 shares; 2026Q1: 173,699 shares; 2026Q2: 171,637 shares 171,637 $49.7M 6.11% -2,062 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,452 shares; 2024Q4: 164,508 shares; 2025Q1: 162,943 shares; 2025Q2: 155,869 shares; 2025Q3: 155,366 shares; 2025Q4: 154,266 shares; 2026Q1: 150,166 shares; 2026Q2: 152,243 shares 152,243 $30.5M 3.75% +2,077 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,584 shares; 2024Q4: 85,608 shares; 2025Q1: 84,573 shares; 2025Q2: 81,794 shares; 2025Q3: 82,067 shares; 2025Q4: 81,762 shares; 2026Q1: 81,692 shares; 2026Q2: 81,492 shares 81,492 $30.4M 3.74% -200 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,219 shares; 2024Q4: 96,966 shares; 2025Q1: 98,047 shares; 2025Q2: 99,770 shares; 2025Q3: 102,394 shares; 2025Q4: 103,143 shares; 2026Q1: 104,984 shares; 2026Q2: 106,170 shares 106,170 $25.3M 3.11% +1,186 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,190 shares; 2024Q4: 110,110 shares; 2025Q1: 159,341 shares; 2025Q2: 178,474 shares; 2025Q3: 341,571 shares; 2025Q4: 434,858 shares; 2026Q1: 445,325 shares; 2026Q2: 484,437 shares 484,437 $22.7M 2.8% +39,112 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,672 shares; 2024Q4: 64,183 shares; 2025Q1: 62,654 shares; 2025Q2: 61,772 shares; 2025Q3: 62,047 shares; 2025Q4: 61,486 shares; 2026Q1: 61,113 shares; 2026Q2: 61,321 shares 61,321 $20.1M 2.47% +208 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,312 shares; 2024Q4: 80,157 shares; 2025Q1: 79,294 shares; 2025Q2: 78,012 shares; 2025Q3: 77,508 shares; 2025Q4: 77,063 shares; 2026Q1: 75,681 shares; 2026Q2: 75,722 shares 75,722 $16.7M 2.05% +41 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,790 shares; 2024Q4: 254,296 shares; 2025Q1: 198,842 shares; 2025Q2: 193,091 shares; 2025Q3: 161,436 shares; 2025Q4: 157,613 shares; 2026Q1: 125,980 shares; 2026Q2: 131,408 shares 131,408 $15.3M 1.89% +5,428 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,495 shares; 2024Q4: 270,270 shares; 2025Q1: 283,697 shares; 2025Q2: 290,886 shares; 2025Q3: 296,441 shares; 2025Q4: 281,575 shares; 2026Q1: 280,257 shares; 2026Q2: 269,887 shares 269,887 $15.2M 1.88% -10,370 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,324 shares; 2024Q4: 136,597 shares; 2025Q1: 137,573 shares; 2025Q2: 136,445 shares; 2025Q3: 139,883 shares; 2025Q4: 150,975 shares; 2026Q1: 147,931 shares; 2026Q2: 153,268 shares 153,268 $15.2M 1.87% +5,337 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242,581 shares; 2025Q3: 306,363 shares; 2025Q4: 356,366 shares; 2026Q1: 361,180 shares; 2026Q2: 364,876 shares 364,876 $14.3M 1.76% +3,696 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,556 shares; 2024Q4: 39,448 shares; 2025Q1: 42,458 shares; 2025Q2: 65,167 shares; 2025Q3: 72,840 shares; 2025Q4: 75,266 shares; 2026Q1: 76,074 shares; 2026Q2: 75,104 shares 75,104 $13.9M 1.71% -970 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,466 shares; 2024Q4: 51,747 shares; 2025Q1: 51,064 shares; 2025Q2: 52,499 shares; 2025Q3: 53,940 shares; 2025Q4: 54,033 shares; 2026Q1: 53,864 shares; 2026Q2: 54,265 shares 54,265 $13.8M 1.7% +401 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,425 shares; 2024Q4: 26,518 shares; 2025Q1: 26,285 shares; 2025Q2: 26,195 shares; 2025Q3: 26,306 shares; 2025Q4: 26,566 shares; 2026Q1: 26,553 shares; 2026Q2: 26,429 shares 26,429 $13.1M 1.62% -124 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,525 shares; 2025Q4: 7,775 shares; 2026Q1: 246,240 shares; 2026Q2: 272,160 shares 272,160 $12.5M 1.54% +25,920 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,496 shares; 2024Q4: 37,183 shares; 2025Q1: 36,544 shares; 2025Q2: 35,889 shares; 2025Q3: 35,805 shares; 2025Q4: 35,370 shares; 2026Q1: 35,405 shares; 2026Q2: 35,520 shares 35,520 $12.2M 1.5% +115 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,444 shares; 2024Q4: 185,844 shares; 2025Q1: 185,025 shares; 2025Q2: 187,849 shares; 2025Q3: 201,667 shares; 2025Q4: 206,006 shares; 2026Q1: 205,268 shares; 2026Q2: 212,504 shares 212,504 $12.1M 1.49% +7,236 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,316 shares; 2024Q4: 43,990 shares; 2025Q1: 49,708 shares; 2025Q2: 47,822 shares; 2025Q3: 48,958 shares; 2025Q4: 47,955 shares; 2026Q1: 398,560 shares; 2026Q2: 406,127 shares 406,127 $11.2M 1.38% +7,567 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,367 shares; 2025Q1: 60,614 shares; 2025Q2: 59,787 shares; 2025Q3: 66,231 shares; 2025Q4: 67,869 shares; 2026Q1: 77,595 shares; 2026Q2: 84,326 shares 84,326 $11.2M 1.38% +6,731 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,242 shares; 2024Q4: 10,059 shares; 2025Q1: 10,098 shares; 2025Q2: 13,369 shares; 2025Q3: 14,152 shares; 2025Q4: 19,110 shares; 2026Q1: 18,764 shares; 2026Q2: 19,430 shares 19,430 $10.9M 1.35% +666 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,156 shares; 2024Q4: 22,686 shares; 2025Q1: 22,080 shares; 2025Q2: 21,272 shares; 2025Q3: 21,242 shares; 2025Q4: 21,169 shares; 2026Q1: 20,998 shares; 2026Q2: 20,907 shares 20,907 $10.7M 1.32% -91 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,018 shares; 2024Q4: 94,424 shares; 2025Q1: 95,832 shares; 2025Q2: 96,704 shares; 2025Q3: 97,965 shares; 2025Q4: 96,331 shares; 2026Q1: 94,932 shares; 2026Q2: 187,306 shares 187,306 $10.5M 1.29% +92,374 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,547 shares; 2025Q4: 80,087 shares; 2026Q1: 81,852 shares; 2026Q2: 88,214 shares 88,214 $10.4M 1.27% +6,362 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,083 shares; 2024Q4: 19,735 shares; 2025Q1: 19,529 shares; 2025Q2: 19,487 shares; 2025Q3: 19,539 shares; 2025Q4: 19,504 shares; 2026Q1: 20,361 shares; 2026Q2: 20,163 shares 20,163 $10.1M 1.24% -198 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,622 shares; 2024Q4: 105,290 shares; 2025Q1: 112,007 shares; 2025Q2: 113,742 shares; 2025Q3: 113,263 shares; 2025Q4: 112,614 shares; 2026Q1: 113,081 shares; 2026Q2: 113,075 shares 113,075 $9.35M 1.15% -6 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,288 shares; 2024Q4: 69,569 shares; 2025Q1: 69,229 shares; 2025Q2: 70,187 shares; 2025Q3: 70,793 shares; 2025Q4: 70,690 shares; 2026Q1: 70,030 shares; 2026Q2: 54,975 shares 54,975 $9.11M 1.12% -15,055 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,136 shares; 2024Q4: 94,397 shares; 2025Q1: 108,500 shares; 2025Q2: 117,785 shares; 2025Q3: 126,568 shares; 2025Q4: 126,623 shares; 2026Q1: 124,693 shares; 2026Q2: 124,500 shares 124,500 $8.98M 1.11% -193 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,091 shares; 2024Q4: 12,923 shares; 2025Q1: 13,126 shares; 2025Q2: 13,840 shares; 2025Q3: 13,978 shares; 2025Q4: 13,931 shares; 2026Q1: 13,912 shares; 2026Q2: 13,904 shares 13,904 $8.67M 1.07% -8 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,600 shares; 2024Q4: 90,375 shares; 2025Q1: 87,760 shares; 2025Q2: 85,795 shares; 2025Q3: 84,348 shares; 2025Q4: 162,690 shares; 2026Q1: 159,666 shares; 2026Q2: 158,083 shares 158,083 $8.4M 1.03% -1,583 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,739 shares; 2024Q4: 320,466 shares; 2025Q1: 332,696 shares; 2025Q2: 341,799 shares; 2025Q3: 357,524 shares; 2025Q4: 356,585 shares; 2026Q1: 269,924 shares; 2026Q2: 281,183 shares 281,183 $8.14M 1% +11,259 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,496 shares; 2024Q4: 32,425 shares; 2025Q1: 32,989 shares; 2025Q2: 33,652 shares; 2025Q3: 35,547 shares; 2025Q4: 36,517 shares; 2026Q1: 36,794 shares; 2026Q2: 36,953 shares 36,953 $8M 0.98% +159 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,093 shares; 2024Q4: 69,628 shares; 2025Q1: 72,423 shares; 2025Q2: 74,838 shares; 2025Q3: 79,378 shares; 2025Q4: 81,791 shares; 2026Q1: 83,546 shares; 2026Q2: 85,286 shares 85,286 $7.87M 0.97% +1,740 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,401 shares; 2024Q4: 95,622 shares; 2025Q1: 92,319 shares; 2025Q2: 67,359 shares; 2025Q3: 69,141 shares; 2025Q4: 67,938 shares; 2026Q1: 68,523 shares; 2026Q2: 67,866 shares 67,866 $7.57M 0.93% -657 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,750 shares; 2025Q3: 22,000 shares; 2025Q4: 21,370 shares; 2026Q1: 81,175 shares; 2026Q2: 81,789 shares 81,789 $7.35M 0.9% +614 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,173 shares; 2024Q4: 96,233 shares; 2025Q1: 94,923 shares; 2025Q2: 94,388 shares; 2025Q3: 93,920 shares; 2025Q4: 94,571 shares; 2026Q1: 93,641 shares; 2026Q2: 93,216 shares 93,216 $7.23M 0.89% -425 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,119 shares; 2024Q4: 330,684 shares; 2025Q1: 309,204 shares; 2025Q2: 301,984 shares; 2025Q3: 303,467 shares; 2025Q4: 304,967 shares; 2026Q1: 300,552 shares; 2026Q2: 299,077 shares 299,077 $6.69M 0.82% -1,475 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,657 shares; 2024Q4: 114,319 shares; 2025Q1: 161,039 shares; 2025Q2: 175,839 shares; 2025Q3: 56,954 shares; 2025Q4: 59,658 shares; 2026Q1: 62,165 shares; 2026Q2: 70,347 shares 70,347 $6.45M 0.79% +8,182 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,497 shares; 2024Q4: 289,759 shares; 2025Q1: 288,994 shares; 2025Q2: 289,131 shares; 2025Q3: 295,232 shares; 2025Q4: 296,288 shares; 2026Q1: 292,849 shares; 2026Q2: 294,216 shares 294,216 $6.37M 0.78% +1,367 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,989 shares; 2024Q4: 42,576 shares; 2025Q1: 46,337 shares; 2025Q2: 46,577 shares; 2025Q3: 47,313 shares; 2025Q4: 46,364 shares; 2026Q1: 45,352 shares; 2026Q2: 45,218 shares 45,218 $6.18M 0.76% -134 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,252 shares; 2024Q4: 178,912 shares; 2025Q1: 176,188 shares; 2025Q2: 176,892 shares; 2025Q3: 175,497 shares; 2025Q4: 177,446 shares; 2026Q1: 179,477 shares; 2026Q2: 181,154 shares 181,154 $5.74M 0.71% +1,677 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,518 shares; 2024Q4: 249,300 shares; 2025Q1: 250,179 shares; 2025Q2: 267,559 shares; 2025Q3: 266,747 shares; 2025Q4: 271,174 shares; 2026Q1: 272,203 shares; 2026Q2: 277,458 shares 277,458 $5.6M 0.69% +5,255 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,129 shares; 2024Q4: 42,805 shares; 2025Q1: 41,926 shares; 2025Q2: 41,132 shares; 2025Q3: 40,912 shares; 2025Q4: 40,422 shares; 2026Q1: 39,606 shares; 2026Q2: 39,372 shares 39,372 $5.38M 0.66% -234 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,060 shares; 2024Q4: 46,461 shares; 2025Q1: 50,952 shares; 2025Q2: 53,807 shares; 2025Q3: 60,948 shares; 2025Q4: 65,170 shares; 2026Q1: 65,239 shares; 2026Q2: 65,108 shares 65,108 $5.17M 0.64% -131 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,270 shares; 2025Q2: 45,445 shares; 2025Q3: 44,955 shares; 2025Q4: 44,192 shares; 2026Q1: 43,882 shares; 2026Q2: 47,736 shares 47,736 $4.79M 0.59% +3,854 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,135 shares; 2024Q4: 47,985 shares; 2025Q1: 46,135 shares; 2025Q2: 50,240 shares; 2025Q3: 52,185 shares; 2025Q4: 51,960 shares; 2026Q1: 52,460 shares; 2026Q2: 53,635 shares 53,635 $4.71M 0.58% +1,175 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,010 shares; 2024Q4: 145,922 shares; 2025Q1: 142,113 shares; 2025Q2: 142,543 shares; 2025Q3: 142,809 shares; 2025Q4: 140,825 shares; 2026Q1: 139,000 shares; 2026Q2: 136,856 shares 136,856 $4.63M 0.57% -2,144 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,540 shares; 2026Q2: 63,060 shares 63,060 $4.56M 0.56% -480 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,456 shares; 2024Q4: 82,372 shares; 2025Q1: 84,036 shares; 2025Q2: 83,743 shares; 2025Q3: 81,503 shares; 2025Q4: 76,356 shares; 2026Q1: 74,822 shares; 2026Q2: 72,833 shares 72,833 $4.53M 0.56% -1,989 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,225 shares; 2024Q4: 6,313 shares; 2025Q1: 6,146 shares; 2025Q2: 5,834 shares; 2025Q3: 5,833 shares; 2025Q4: 5,868 shares; 2026Q1: 5,834 shares; 2026Q2: 5,829 shares 5,829 $4.35M 0.54% -5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,277 shares; 2024Q4: 3,252 shares; 2025Q1: 3,297 shares; 2025Q2: 1,997 shares; 2025Q3: 2,401 shares; 2025Q4: 27,311 shares; 2026Q1: 31,037 shares; 2026Q2: 58,450 shares 58,450 $4.17M 0.51% +27,413 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,228 shares; 2024Q4: 12,163 shares; 2025Q1: 11,703 shares; 2025Q2: 11,648 shares; 2025Q3: 11,323 shares; 2025Q4: 22,136 shares; 2026Q1: 21,652 shares; 2026Q2: 20,968 shares 20,968 $3.99M 0.49% -684 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,586 shares; 2024Q4: 138,295 shares; 2025Q1: 131,887 shares; 2025Q2: 130,566 shares; 2025Q3: 130,337 shares; 2025Q4: 126,835 shares; 2026Q1: 123,729 shares; 2026Q2: 122,026 shares 122,026 $3.59M 0.44% -1,703 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,057 shares; 2024Q4: 18,026 shares; 2025Q1: 24,051 shares; 2025Q2: 24,632 shares; 2025Q3: 24,982 shares; 2025Q4: 25,033 shares; 2026Q1: 24,518 shares; 2026Q2: 24,183 shares 24,183 $3.54M 0.44% -335 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,718 shares; 2024Q4: 71,910 shares; 2025Q1: 70,863 shares; 2025Q2: 69,761 shares; 2025Q3: 68,921 shares; 2025Q4: 67,776 shares; 2026Q1: 66,464 shares; 2026Q2: 66,003 shares 66,003 $3.54M 0.44% -461 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,037 shares; 2024Q4: 85,872 shares; 2025Q1: 82,097 shares; 2025Q2: 80,306 shares; 2025Q3: 78,231 shares; 2025Q4: 76,416 shares; 2026Q1: 74,831 shares; 2026Q2: 72,531 shares 72,531 $3.16M 0.39% -2,300 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,161 shares; 2024Q4: 42,659 shares; 2025Q1: 42,378 shares; 2025Q2: 40,930 shares; 2025Q3: 40,290 shares; 2025Q4: 39,627 shares; 2026Q1: 38,742 shares; 2026Q2: 38,530 shares 38,530 $3.04M 0.37% -212 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,920 shares; 2024Q4: 1,920 shares; 2025Q1: 7,920 shares; 2025Q2: 8,765 shares; 2025Q3: 8,905 shares; 2025Q4: 9,390 shares; 2026Q1: 9,360 shares; 2026Q2: 10,145 shares 10,145 $2.85M 0.35% +785 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,228 shares; 2024Q4: 92,791 shares; 2025Q1: 88,531 shares; 2025Q2: 87,088 shares; 2025Q3: 86,517 shares; 2025Q4: 84,785 shares; 2026Q1: 82,985 shares; 2026Q2: 80,634 shares 80,634 $2.81M 0.35% -2,351 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,853 shares; 2026Q1: 6,853 shares; 2026Q2: 6,380 shares 6,380 $2.76M 0.34% -473 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,974 shares; 2024Q4: 18,999 shares; 2025Q1: 18,449 shares; 2025Q2: 18,454 shares; 2025Q3: 17,954 shares; 2025Q4: 17,954 shares; 2026Q1: 17,954 shares; 2026Q2: 17,454 shares 17,454 $2.44M 0.3% -500 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,660 shares; 2024Q4: 73,670 shares; 2025Q1: 72,170 shares; 2025Q2: 80,355 shares; 2025Q3: 82,472 shares; 2025Q4: 87,867 shares; 2026Q1: 97,677 shares; 2026Q2: 97,627 shares 97,627 $2.36M 0.29% -50 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,071 shares; 2024Q4: 5,560 shares; 2025Q1: 5,622 shares; 2025Q2: 5,902 shares; 2025Q3: 5,918 shares; 2025Q4: 6,040 shares; 2026Q1: 5,960 shares; 2026Q2: 5,906 shares 5,906 $2.21M 0.27% -54 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,229 shares; 2024Q4: 60,626 shares; 2025Q1: 59,194 shares; 2025Q2: 58,425 shares; 2025Q3: 57,820 shares; 2025Q4: 57,870 shares; 2026Q1: 55,708 shares; 2026Q2: 52,812 shares 52,812 $2.17M 0.27% -2,896 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,170 shares; 2024Q4: 7,736 shares; 2025Q1: 7,551 shares; 2025Q2: 7,570 shares; 2025Q3: 7,556 shares; 2025Q4: 7,273 shares; 2026Q1: 7,139 shares; 2026Q2: 7,124 shares 7,124 $2.14M 0.26% -15 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,755 shares; 2024Q4: 62,826 shares; 2025Q1: 61,815 shares; 2025Q2: 60,362 shares; 2025Q3: 59,534 shares; 2025Q4: 58,092 shares; 2026Q1: 57,403 shares; 2026Q2: 56,843 shares 56,843 $2.1M 0.26% -560 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,992 shares; 2024Q4: 5,852 shares; 2025Q1: 6,017 shares; 2025Q2: 6,016 shares; 2025Q3: 5,094 shares; 2025Q4: 4,889 shares; 2026Q1: 4,864 shares; 2026Q2: 4,862 shares 4,862 $2.02M 0.25% -2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,896 shares; 2024Q4: 21,527 shares; 2025Q1: 21,064 shares; 2025Q2: 20,624 shares; 2025Q3: 20,399 shares; 2025Q4: 20,979 shares; 2026Q1: 20,198 shares; 2026Q2: 19,773 shares 19,773 $2.02M 0.25% -425 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,728 shares; 2026Q2: 20,332 shares 20,332 $2.02M 0.25% -396 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,355 shares; 2024Q4: 28,119 shares; 2025Q1: 27,216 shares; 2025Q2: 27,522 shares; 2025Q3: 27,288 shares; 2025Q4: 26,976 shares; 2026Q1: 26,594 shares; 2026Q2: 26,521 shares 26,521 $1.95M 0.24% -73 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,075 shares; 2024Q4: 44,508 shares; 2025Q1: 44,236 shares; 2025Q2: 46,103 shares; 2025Q3: 43,284 shares; 2025Q4: 43,053 shares; 2026Q1: 42,379 shares; 2026Q2: 41,822 shares 41,822 $1.9M 0.23% -557 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,595 shares; 2025Q1: 1,895 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,660 shares; 2026Q1: 1,612 shares; 2026Q2: 1,752 shares 1,752 $1.87M 0.23% +140 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,286 shares; 2024Q4: 28,073 shares; 2025Q1: 26,831 shares; 2025Q2: 26,335 shares; 2025Q3: 26,428 shares; 2025Q4: 32,014 shares; 2026Q1: 31,484 shares; 2026Q2: 31,439 shares 31,439 $1.85M 0.23% -45 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,250 shares; 2025Q4: 30,745 shares; 2026Q1: 35,200 shares; 2026Q2: 38,750 shares 38,750 $1.83M 0.22% +3,550 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,290 shares; 2024Q4: 69,762 shares; 2025Q1: 69,330 shares; 2025Q2: 69,402 shares; 2025Q3: 67,623 shares; 2025Q4: not reported; 2026Q1: 59,552 shares; 2026Q2: 59,217 shares 59,217 $1.81M 0.22% -335 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 2,391 shares; 2025Q2: 2,811 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,801 shares; 2026Q2: 2,796 shares 2,796 $1.77M 0.22% -5 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 10,300 shares; 2026Q2: 10,260 shares 10,260 $1.5M 0.18% -40 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,965 shares 3,965 $1.5M 0.18% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,230 shares; 2026Q2: 22,705 shares 22,705 $1.43M 0.18% +475 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,986 shares; 2024Q4: 7,903 shares; 2025Q1: 7,884 shares; 2025Q2: 7,646 shares; 2025Q3: 7,622 shares; 2025Q4: 7,543 shares; 2026Q1: 7,514 shares; 2026Q2: 7,293 shares 7,293 $1.35M 0.17% -221 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,847 shares; 2024Q4: 9,958 shares; 2025Q1: 2,736 shares; 2025Q2: 2,786 shares; 2025Q3: 2,787 shares; 2025Q4: 2,783 shares; 2026Q1: 3,112 shares; 2026Q2: 3,119 shares 3,119 $1.31M 0.16% +7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,049 shares; 2024Q4: 1,042 shares; 2025Q1: 1,053 shares; 2025Q2: 1,063 shares; 2025Q3: 1,079 shares; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares; 2026Q2: 1,061 shares 1,061 $1.25M 0.15% -98 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,562 shares; 2024Q4: 11,911 shares; 2025Q1: 11,706 shares; 2025Q2: 11,873 shares; 2025Q3: 11,761 shares; 2025Q4: 11,684 shares; 2026Q1: 11,608 shares; 2026Q2: 11,671 shares 11,671 $1.15M 0.14% +63 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,125 shares; 2025Q1: 4,040 shares; 2025Q2: 3,775 shares; 2025Q3: 3,614 shares; 2025Q4: 3,530 shares; 2026Q1: 3,474 shares; 2026Q2: 3,696 shares 3,696 $964K 0.12% +222 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 980 shares; 2025Q1: 1,303 shares; 2025Q2: 1,259 shares; 2025Q3: 1,380 shares; 2025Q4: 1,371 shares; 2026Q1: 1,266 shares; 2026Q2: 1,264 shares 1,264 $931K 0.11% -2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,072 shares; 2024Q4: 6,078 shares; 2025Q1: 6,082 shares; 2025Q2: 6,087 shares; 2025Q3: 6,091 shares; 2025Q4: 6,097 shares; 2026Q1: 6,102 shares; 2026Q2: 5,579 shares 5,579 $872K 0.11% -523 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,708 shares; 2025Q4: 1,683 shares; 2026Q1: 1,673 shares; 2026Q2: 1,631 shares 1,631 $852K 0.1% -42 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,674 shares; 2024Q4: 12,907 shares; 2025Q1: 11,835 shares; 2025Q2: 12,026 shares; 2025Q3: 13,078 shares; 2025Q4: 16,008 shares; 2026Q1: 16,145 shares; 2026Q2: 16,926 shares 16,926 $820K 0.1% +781 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,078 shares; 2026Q2: 1,078 shares 1,078 $758K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,696 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 8,670 shares; 2025Q4: 8,707 shares; 2026Q1: 8,707 shares; 2026Q2: 8,707 shares 8,707 $708K 0.09% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 3,958 shares; 2025Q1: 4,440 shares; 2025Q2: 4,652 shares; 2025Q3: 5,507 shares; 2025Q4: 6,359 shares; 2026Q1: 6,734 shares; 2026Q2: 7,162 shares 7,162 $706K 0.09% +428 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF 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: 7,910 shares; 2025Q4: 7,910 shares; 2026Q1: 17,075 shares; 2026Q2: 15,725 shares 15,725 $607K 0.07% -1,350 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,291 shares; 2024Q4: 1,292 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,576 shares; 2025Q4: 1,426 shares; 2026Q1: 1,717 shares; 2026Q2: 1,717 shares 1,717 $607K 0.07% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: 1,224 shares; 2025Q2: 2,664 shares; 2025Q3: 2,023 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,548 shares 1,548 $573K 0.07% -8 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,370 shares; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 2,370 shares; 2025Q3: 2,345 shares; 2025Q4: 2,345 shares; 2026Q1: 2,345 shares; 2026Q2: 2,345 shares 2,345 $532K 0.07% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,865 shares; 2024Q4: 23,613 shares; 2025Q1: 25,203 shares; 2025Q2: 24,412 shares; 2025Q3: 24,057 shares; 2025Q4: 21,673 shares; 2026Q1: 21,157 shares; 2026Q2: 20,827 shares 20,827 $514K 0.06% -330 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,725 shares; 2024Q4: 10,725 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $490K 0.06% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 802 shares; 2025Q4: 663 shares; 2026Q1: 659 shares; 2026Q2: 649 shares 649 $486K 0.06% -10 Timeline GLW CORNING INC More: the full row for CORNING 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: 1,710 shares; 2026Q2: 1,740 shares 1,740 $444K 0.05% +30 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL 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: 1,979 shares 1,979 $443K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,453 shares; 2024Q4: 3,453 shares; 2025Q1: 3,443 shares; 2025Q2: 3,435 shares; 2025Q3: 3,428 shares; 2025Q4: 3,258 shares; 2026Q1: 3,262 shares; 2026Q2: 3,264 shares 3,264 $442K 0.05% +2 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 1,979 shares 1,979 $438K 0.05% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,140 shares; 2025Q1: 2,030 shares; 2025Q2: 1,955 shares; 2025Q3: 1,930 shares; 2025Q4: 3,766 shares; 2026Q1: 3,726 shares; 2026Q2: 3,695 shares 3,695 $433K 0.05% -31 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 12,576 shares; 2025Q1: 12,576 shares; 2025Q2: 12,576 shares; 2025Q3: 12,556 shares; 2025Q4: 12,156 shares; 2026Q1: 12,156 shares; 2026Q2: 11,856 shares 11,856 $428K 0.05% -300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,265 shares; 2026Q1: 1,275 shares; 2026Q2: 1,260 shares 1,260 $426K 0.05% -15 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $425K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 348 shares 348 $402K 0.05% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 676 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 760 shares; 2025Q4: 626 shares; 2026Q1: 604 shares; 2026Q2: 559 shares 559 $384K 0.05% -45 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 3,177 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,197 shares; 2026Q1: 2,917 shares; 2026Q2: 2,970 shares 2,970 $376K 0.05% +53 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,872 shares; 2024Q4: 1,872 shares; 2025Q1: 1,872 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,042 shares; 2026Q1: 2,020 shares; 2026Q2: 2,020 shares 2,020 $365K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $360K 0.04% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,736 shares; 2024Q4: 11,086 shares; 2025Q1: not reported; 2025Q2: 6,601 shares; 2025Q3: 6,661 shares; 2025Q4: 6,672 shares; 2026Q1: not reported; 2026Q2: 6,672 shares 6,672 $355K 0.04% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,522 shares; 2024Q4: 2,522 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,620 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,381 shares 2,381 $349K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 3,732 shares 3,732 $321K 0.04% +3,110 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,215 shares 6,215 $313K 0.04% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,475 shares; 2025Q1: 13,262 shares; 2025Q2: 14,434 shares; 2025Q3: 14,437 shares; 2025Q4: 14,273 shares; 2026Q1: 13,120 shares; 2026Q2: 11,874 shares 11,874 $308K 0.04% -1,246 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,266 shares; 2025Q3: not reported; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $301K 0.04% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,227 shares; 2025Q1: 2,230 shares; 2025Q2: 2,066 shares; 2025Q3: 2,069 shares; 2025Q4: 2,072 shares; 2026Q1: 2,074 shares; 2026Q2: 1,877 shares 1,877 $286K 0.04% -197 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $278K 0.03% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $276K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,397 shares; 2025Q1: 2,597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,118 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $267K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 6,227 shares; 2025Q1: 52,522 shares; 2025Q2: 77,259 shares; 2025Q3: 70,500 shares; 2025Q4: 4,452 shares; 2026Q1: 4,452 shares; 2026Q2: 4,452 shares 4,452 $257K 0.03% 0 Timeline PBFS PIONEER BANCORP INC MD More: the full row for PIONEER BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $256K 0.03% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $255K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $255K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,052 shares; 2025Q4: 1,054 shares; 2026Q1: 954 shares; 2026Q2: 938 shares 938 $254K 0.03% -16 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,759 shares; 2025Q3: 2,759 shares; 2025Q4: 2,759 shares; 2026Q1: 2,759 shares; 2026Q2: 2,759 shares 2,759 $242K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares; 2026Q2: 1,462 shares 1,462 $240K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,269 shares; 2025Q1: not reported; 2025Q2: 2,368 shares; 2025Q3: 2,715 shares; 2025Q4: 2,584 shares; 2026Q1: 2,169 shares; 2026Q2: 2,119 shares 2,119 $240K 0.03% -50 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,646 shares 1,646 $236K 0.03% -50 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $234K 0.03% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,575 shares; 2024Q4: 4,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares 1,850 $221K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 4,011 shares; 2025Q1: 4,011 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 3,785 shares; 2026Q1: 2,524 shares; 2026Q2: 2,124 shares 2,124 $203K 0.03% -400 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,170 shares 1,170 $203K 0.02% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,591 shares; 2024Q4: not reported; 2025Q1: 33,616 shares; 2025Q2: 33,616 shares; 2025Q3: 33,616 shares; 2025Q4: 33,661 shares; 2026Q1: 33,661 shares; 2026Q2: 33,661 shares 33,661 $91.2K 0.01% 0 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,617 shares; 2026Q1: not reported; 2026Q2: 13,617 shares 13,617 $75.4K 0.01% new Timeline