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: 75,417 shares; 2024Q4: 75,276 shares; 2025Q1: 76,499 shares; 2025Q2: 79,374 shares; 2025Q3: 80,462 shares; 2025Q4: 78,913 shares; 2026Q1: 78,422 shares; 2026Q2: 76,085 shares 76,085 $52.3M 13.37% -2,337 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: 335,204 shares; 2024Q4: 1,031,124 shares; 2025Q1: 1,059,480 shares; 2025Q2: 1,205,516 shares; 2025Q3: 1,258,987 shares; 2025Q4: 1,262,314 shares; 2026Q1: 1,290,143 shares; 2026Q2: 1,297,540 shares 1,297,540 $41.1M 10.53% +7,397 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: 403,530 shares; 2024Q4: 821,140 shares; 2025Q1: 838,818 shares; 2025Q2: 916,117 shares; 2025Q3: 941,457 shares; 2025Q4: 951,024 shares; 2026Q1: 954,561 shares; 2026Q2: 942,364 shares 942,364 $34M 8.71% -12,197 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,357 shares; 2024Q4: 281,555 shares; 2025Q1: 285,937 shares; 2025Q2: 291,869 shares; 2025Q3: 300,127 shares; 2025Q4: 300,457 shares; 2026Q1: 302,273 shares; 2026Q2: 294,358 shares 294,358 $32.4M 8.3% -7,915 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,514 shares; 2024Q4: 173,367 shares; 2025Q1: 174,753 shares; 2025Q2: 181,076 shares; 2025Q3: 179,898 shares; 2025Q4: 176,125 shares; 2026Q1: 173,544 shares; 2026Q2: 171,918 shares 171,918 $32.3M 8.27% -1,626 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,916 shares; 2024Q4: 267,151 shares; 2025Q1: 273,928 shares; 2025Q2: 264,520 shares; 2025Q3: 272,765 shares; 2025Q4: 287,200 shares; 2026Q1: 315,313 shares; 2026Q2: 332,229 shares 332,229 $25.5M 6.52% +16,916 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,717 shares; 2024Q4: 296,706 shares; 2025Q1: 303,646 shares; 2025Q2: 325,518 shares; 2025Q3: 347,513 shares; 2025Q4: 385,258 shares; 2026Q1: 421,698 shares; 2026Q2: 455,739 shares 455,739 $22M 5.64% +34,041 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,266 shares; 2024Q4: 141,646 shares; 2025Q1: 143,309 shares; 2025Q2: 301,714 shares; 2025Q3: 326,320 shares; 2025Q4: 374,681 shares; 2026Q1: 417,013 shares; 2026Q2: 466,125 shares 466,125 $21.3M 5.45% +49,112 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: 333,500 shares; 2024Q4: 338,784 shares; 2025Q1: 342,040 shares; 2025Q2: 245,132 shares; 2025Q3: 219,341 shares; 2025Q4: 185,880 shares; 2026Q1: 171,248 shares; 2026Q2: 325,163 shares 325,163 $18.3M 4.67% +153,915 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,372 shares; 2024Q4: 39,991 shares; 2025Q1: 41,552 shares; 2025Q2: 44,968 shares; 2025Q3: 46,357 shares; 2025Q4: 47,074 shares; 2026Q1: 47,448 shares; 2026Q2: 196,127 shares 196,127 $15.8M 4.04% +148,679 Timeline JIRE 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: 78,919 shares; 2025Q3: 93,582 shares; 2025Q4: 109,333 shares; 2026Q1: 121,613 shares; 2026Q2: 139,694 shares 139,694 $11.5M 2.95% +18,081 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,875 shares; 2024Q4: 148,655 shares; 2025Q1: 149,160 shares; 2025Q2: 136,705 shares; 2025Q3: 153,970 shares; 2025Q4: 144,087 shares; 2026Q1: 149,183 shares; 2026Q2: 146,259 shares 146,259 $7.4M 1.89% -2,924 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: 8,586 shares; 2024Q4: 8,489 shares; 2025Q1: 8,444 shares; 2025Q2: 8,490 shares; 2025Q3: 8,490 shares; 2025Q4: 8,379 shares; 2026Q1: 8,353 shares; 2026Q2: 8,342 shares 8,342 $6.23M 1.59% -11 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,228 shares; 2026Q2: 42,827 shares 42,827 $5.34M 1.37% -1,401 Timeline FGD 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: 143,124 shares; 2024Q4: 145,547 shares; 2025Q1: 146,238 shares; 2025Q2: 176,385 shares; 2025Q3: 174,647 shares; 2025Q4: 176,771 shares; 2026Q1: 176,356 shares; 2026Q2: 165,594 shares 165,594 $5.3M 1.36% -10,762 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,871 shares; 2024Q4: 124,269 shares; 2025Q1: 124,483 shares; 2025Q2: 134,915 shares; 2025Q3: 135,677 shares; 2025Q4: 136,705 shares; 2026Q1: 136,298 shares; 2026Q2: 127,526 shares 127,526 $5.25M 1.34% -8,772 Timeline CSEN COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168,195 shares 168,195 $3.98M 1.02% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,648 shares; 2024Q4: 51,079 shares; 2025Q1: 51,039 shares; 2025Q2: 51,901 shares; 2025Q3: 51,873 shares; 2025Q4: 50,805 shares; 2026Q1: 50,892 shares; 2026Q2: 50,455 shares 50,455 $3.89M 1% -437 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: 8,677 shares; 2024Q4: 8,651 shares; 2025Q1: 8,651 shares; 2025Q2: 8,651 shares; 2025Q3: 8,673 shares; 2025Q4: 8,674 shares; 2026Q1: 8,669 shares; 2026Q2: 8,669 shares 8,669 $2.97M 0.76% 0 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: 10,113 shares; 2024Q4: 10,129 shares; 2025Q1: 9,911 shares; 2025Q2: 9,936 shares; 2025Q3: 10,596 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares; 2026Q2: 9,990 shares 9,990 $2.89M 0.74% -273 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,572 shares; 2024Q4: 194,689 shares; 2025Q1: 202,324 shares; 2025Q2: 147,275 shares; 2025Q3: 141,192 shares; 2025Q4: 116,251 shares; 2026Q1: 73,954 shares; 2026Q2: 65,034 shares 65,034 $2.53M 0.65% -8,920 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,782 shares; 2024Q4: 10,302 shares; 2025Q1: 10,302 shares; 2025Q2: 9,602 shares; 2025Q3: 9,602 shares; 2025Q4: 9,602 shares; 2026Q1: 9,602 shares; 2026Q2: 9,602 shares 9,602 $2.45M 0.63% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,824 shares; 2024Q4: 7,482 shares; 2025Q1: 7,548 shares; 2025Q2: 7,548 shares; 2025Q3: 7,548 shares; 2025Q4: 7,548 shares; 2026Q1: 7,548 shares; 2026Q2: 7,548 shares 7,548 $1.65M 0.42% 0 Timeline FTCS 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: 25,079 shares; 2024Q4: 24,401 shares; 2025Q1: 22,087 shares; 2025Q2: 20,859 shares; 2025Q3: 18,525 shares; 2025Q4: 17,902 shares; 2026Q1: 17,346 shares; 2026Q2: 17,228 shares 17,228 $1.62M 0.41% -118 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: 10,724 shares; 2024Q4: 10,732 shares; 2025Q1: 10,761 shares; 2025Q2: 10,761 shares; 2025Q3: 10,761 shares; 2025Q4: 10,746 shares; 2026Q1: 10,416 shares; 2026Q2: 10,431 shares 10,431 $1.53M 0.39% +15 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,867 shares; 2024Q4: 68,251 shares; 2025Q1: 68,559 shares; 2025Q2: 85,395 shares; 2025Q3: 86,438 shares; 2025Q4: 87,530 shares; 2026Q1: 18,351 shares; 2026Q2: 18,354 shares 18,354 $1.41M 0.36% +3 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,646 shares; 2024Q4: 21,646 shares; 2025Q1: 21,646 shares; 2025Q2: 21,646 shares; 2025Q3: 21,646 shares; 2025Q4: 21,331 shares; 2026Q1: 21,331 shares; 2026Q2: 19,891 shares 19,891 $1.39M 0.35% -1,440 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,829 shares; 2024Q4: 6,108 shares; 2025Q1: 5,853 shares; 2025Q2: 4,471 shares; 2025Q3: 4,461 shares; 2025Q4: 3,841 shares; 2026Q1: 3,648 shares; 2026Q2: 3,655 shares 3,655 $1.29M 0.33% +7 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: 4,759 shares; 2024Q4: 4,759 shares; 2025Q1: 4,624 shares; 2025Q2: 4,229 shares; 2025Q3: 4,313 shares; 2025Q4: 4,039 shares; 2026Q1: 3,634 shares; 2026Q2: 3,552 shares 3,552 $1.26M 0.32% -82 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: 13,854 shares; 2024Q4: 13,907 shares; 2025Q1: 13,875 shares; 2025Q2: 13,614 shares; 2025Q3: 13,600 shares; 2025Q4: 13,638 shares; 2026Q1: 12,824 shares; 2026Q2: 13,028 shares 13,028 $1.25M 0.32% +204 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: 4,785 shares; 2024Q4: 4,667 shares; 2025Q1: 4,687 shares; 2025Q2: 4,657 shares; 2025Q3: 5,155 shares; 2025Q4: 5,121 shares; 2026Q1: 5,121 shares; 2026Q2: 5,227 shares 5,227 $1.25M 0.32% +106 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 851 shares; 2025Q2: 2,102 shares; 2025Q3: 4,166 shares; 2025Q4: 4,226 shares; 2026Q1: 4,226 shares; 2026Q2: 4,327 shares 4,327 $1.22M 0.31% +101 Timeline VONG 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: 8,009 shares; 2024Q4: 8,009 shares; 2025Q1: 8,077 shares; 2025Q2: 8,545 shares; 2025Q3: 8,531 shares; 2025Q4: 8,531 shares; 2026Q1: 9,088 shares; 2026Q2: 9,088 shares 9,088 $1.16M 0.3% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,469 shares; 2024Q4: 9,477 shares; 2025Q1: 9,442 shares; 2025Q2: 9,442 shares; 2025Q3: 9,447 shares; 2025Q4: 9,442 shares; 2026Q1: 9,442 shares; 2026Q2: 9,442 shares 9,442 $1.02M 0.26% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,104 shares; 2024Q4: 15,107 shares; 2025Q1: 14,740 shares; 2025Q2: 9,442 shares; 2025Q3: 9,337 shares; 2025Q4: 9,337 shares; 2026Q1: 9,337 shares; 2026Q2: 9,337 shares 9,337 $1M 0.26% 0 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: 102,999 shares; 2024Q4: 96,798 shares; 2025Q1: 88,754 shares; 2025Q2: 78,382 shares; 2025Q3: 62,305 shares; 2025Q4: 41,569 shares; 2026Q1: 36,262 shares; 2026Q2: 32,917 shares 32,917 $1M 0.26% -3,345 Timeline SPYV 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: 12,969 shares; 2024Q4: 12,972 shares; 2025Q1: 12,974 shares; 2025Q2: 14,209 shares; 2025Q3: 14,188 shares; 2025Q4: 14,191 shares; 2026Q1: 15,291 shares; 2026Q2: 15,293 shares 15,293 $930K 0.24% +2 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: 2,178 shares; 2024Q4: 2,157 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,275 shares; 2025Q4: 2,272 shares; 2026Q1: 2,239 shares; 2026Q2: 2,320 shares 2,320 $866K 0.22% +81 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,519 shares; 2024Q4: 34,596 shares; 2025Q1: 34,596 shares; 2025Q2: 30,296 shares; 2025Q3: 30,296 shares; 2025Q4: 30,296 shares; 2026Q1: 30,296 shares; 2026Q2: 25,180 shares 25,180 $860K 0.22% -5,116 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: 7,722 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 7,273 shares; 2025Q3: 7,286 shares; 2025Q4: 7,183 shares; 2026Q1: 6,983 shares; 2026Q2: 6,983 shares 6,983 $819K 0.21% 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: 5,858 shares; 2024Q4: 5,200 shares; 2025Q1: 4,741 shares; 2025Q2: 4,743 shares; 2025Q3: 4,705 shares; 2025Q4: 4,707 shares; 2026Q1: 4,708 shares; 2026Q2: 4,669 shares 4,669 $767K 0.2% -39 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: 5,891 shares; 2024Q4: 5,891 shares; 2025Q1: 6,119 shares; 2025Q2: 6,143 shares; 2025Q3: 6,043 shares; 2025Q4: 6,043 shares; 2026Q1: 6,043 shares; 2026Q2: 6,043 shares 6,043 $684K 0.18% 0 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: 2,566 shares; 2024Q4: 2,867 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,438 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares; 2026Q2: 3,248 shares 3,248 $650K 0.17% +700 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,550 shares; 2025Q4: 2,552 shares; 2026Q1: 2,553 shares; 2026Q2: 2,555 shares 2,555 $604K 0.15% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,112 shares; 2026Q1: 7,163 shares; 2026Q2: 7,280 shares 7,280 $575K 0.15% +117 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: 3,634 shares; 2024Q4: 4,177 shares; 2025Q1: 3,634 shares; 2025Q2: 3,634 shares; 2025Q3: 3,800 shares; 2025Q4: 3,961 shares; 2026Q1: 4,006 shares; 2026Q2: 4,006 shares 4,006 $548K 0.14% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 1,196 shares; 2025Q3: 1,359 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares; 2026Q2: 1,479 shares 1,479 $529K 0.14% +40 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,613 shares; 2025Q3: 11,973 shares; 2025Q4: 13,525 shares; 2026Q1: 10,885 shares; 2026Q2: 11,719 shares 11,719 $512K 0.13% +834 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,177 shares; 2024Q4: 4,677 shares; 2025Q1: 4,677 shares; 2025Q2: 4,677 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,235 shares; 2026Q2: 4,238 shares 4,238 $500K 0.13% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,531 shares 3,531 $493K 0.13% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares; 2026Q2: 3,039 shares 3,039 $468K 0.12% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,629 shares; 2025Q1: 1,546 shares; 2025Q2: 1,470 shares; 2025Q3: 1,413 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares; 2026Q2: 1,362 shares 1,362 $450K 0.12% -51 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: not reported; 2025Q1: 2,956 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares; 2025Q4: 4,758 shares; 2026Q1: 5,328 shares; 2026Q2: 4,591 shares 4,591 $438K 0.11% -737 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: 2,093 shares; 2024Q4: 8,372 shares; 2025Q1: 9,122 shares; 2025Q2: 9,122 shares; 2025Q3: 12,925 shares; 2025Q4: 12,925 shares; 2026Q1: 12,925 shares; 2026Q2: 12,925 shares 12,925 $437K 0.11% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,014 shares; 2024Q4: 9,872 shares; 2025Q1: 9,872 shares; 2025Q2: 9,872 shares; 2025Q3: 9,872 shares; 2025Q4: 9,459 shares; 2026Q1: 9,721 shares; 2026Q2: 9,960 shares 9,960 $408K 0.1% +239 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: 584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 378 shares 378 $403K 0.1% -43 Timeline FNOV 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: 7,385 shares; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,115 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares; 2026Q2: 6,840 shares 6,840 $400K 0.1% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,268 shares; 2024Q4: 3,103 shares; 2025Q1: 3,103 shares; 2025Q2: 2,853 shares; 2025Q3: 2,853 shares; 2025Q4: 2,853 shares; 2026Q1: 2,803 shares; 2026Q2: 2,813 shares 2,813 $393K 0.1% +10 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 653 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $376K 0.1% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 470 shares; 2026Q1: 477 shares; 2026Q2: 483 shares 483 $356K 0.09% +6 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 782 shares; 2025Q4: 727 shares; 2026Q1: 712 shares; 2026Q2: 4,272 shares 4,272 $353K 0.09% +3,560 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,460 shares; 2024Q4: 7,802 shares; 2025Q1: 7,614 shares; 2025Q2: 7,616 shares; 2025Q3: 7,032 shares; 2025Q4: 7,034 shares; 2026Q1: 7,037 shares; 2026Q2: 6,837 shares 6,837 $341K 0.09% -200 Timeline FMAY 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: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 6,035 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 6,035 shares; 2026Q2: 6,035 shares 6,035 $339K 0.09% 0 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: 2,298 shares; 2024Q4: 2,298 shares; 2025Q1: 2,298 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $337K 0.09% 0 Timeline WTBN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,142 shares 13,142 $331K 0.08% new 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: 1,286 shares; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: not reported; 2025Q3: 1,302 shares; 2025Q4: 1,298 shares; 2026Q1: 1,299 shares; 2026Q2: 1,300 shares 1,300 $330K 0.08% +1 Timeline JBL JABIL INC More: the full row for JABIL 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: 767 shares; 2026Q2: 767 shares 767 $296K 0.08% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $294K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 416 shares; 2025Q4: 386 shares; 2026Q1: 391 shares; 2026Q2: 391 shares 391 $293K 0.07% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,204 shares; 2026Q2: 2,204 shares 2,204 $268K 0.07% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $261K 0.07% 0 Timeline SPMD 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: 4,149 shares; 2025Q2: 4,256 shares; 2025Q3: 4,272 shares; 2025Q4: 3,499 shares; 2026Q1: 3,635 shares; 2026Q2: 3,636 shares 3,636 $246K 0.06% +1 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION 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: 806 shares 806 $215K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,438 shares 2,438 $210K 0.05% new Timeline IWD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $210K 0.05% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,336 shares; 2024Q4: 5,370 shares; 2025Q1: 4,197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $207K 0.05% new Timeline