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 loaded; 2024Q4: 85,098 shares; 2025Q1: 130,603 shares; 2025Q2: 136,895 shares; 2025Q3: 138,385 shares; 2025Q4: 136,896 shares; 2026Q1: 133,935 shares; 2026Q2: 127,802 shares 127,802 $17M 7.22% -6,133 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 160,439 shares; 2025Q2: 182,392 shares; 2025Q3: 190,314 shares; 2025Q4: 195,451 shares; 2026Q1: 203,280 shares; 2026Q2: 216,663 shares 216,663 $16.4M 6.97% +13,383 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150,534 shares; 2025Q1: 151,818 shares; 2025Q2: 155,355 shares; 2025Q3: 155,914 shares; 2025Q4: 153,429 shares; 2026Q1: 150,057 shares; 2026Q2: 142,130 shares 142,130 $16M 6.78% -7,927 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367,839 shares; 2026Q2: 388,579 shares 388,579 $14.5M 6.15% +20,740 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491,754 shares; 2026Q2: 524,896 shares 524,896 $13.6M 5.78% +33,142 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,118 shares; 2025Q1: 89,476 shares; 2025Q2: 97,616 shares; 2025Q3: 102,426 shares; 2025Q4: 105,575 shares; 2026Q1: 107,295 shares; 2026Q2: 110,070 shares 110,070 $12.4M 5.27% +2,775 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 270,231 shares; 2025Q1: 275,130 shares; 2025Q2: 282,035 shares; 2025Q3: 292,058 shares; 2025Q4: 296,496 shares; 2026Q1: 300,188 shares; 2026Q2: 317,634 shares 317,634 $11.6M 4.92% +17,446 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,769 shares; 2025Q1: 20,619 shares; 2025Q2: 20,549 shares; 2025Q3: 20,505 shares; 2025Q4: 20,478 shares; 2026Q1: 20,253 shares; 2026Q2: 81,349 shares 81,349 $10.1M 4.29% +61,096 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,939 shares; 2025Q1: 104,757 shares; 2025Q2: 106,336 shares; 2025Q3: 111,686 shares; 2025Q4: 114,491 shares; 2026Q1: 116,468 shares; 2026Q2: 121,227 shares 121,227 $9.83M 4.17% +4,759 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,685 shares; 2025Q1: 27,733 shares; 2025Q2: 28,641 shares; 2025Q3: 28,262 shares; 2025Q4: 27,645 shares; 2026Q1: 27,195 shares; 2026Q2: 27,233 shares 27,233 $6.44M 2.73% +38 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: not loaded; 2024Q4: 50,756 shares; 2025Q1: 50,476 shares; 2025Q2: 49,549 shares; 2025Q3: 50,199 shares; 2025Q4: 48,021 shares; 2026Q1: 47,627 shares; 2026Q2: 49,221 shares 49,221 $6.29M 2.67% +1,594 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,556 shares; 2025Q1: 22,460 shares; 2025Q2: 22,111 shares; 2025Q3: 22,707 shares; 2025Q4: 23,032 shares; 2026Q1: 18,588 shares; 2026Q2: 18,672 shares 18,672 $5.4M 2.29% +84 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 201,013 shares; 2025Q1: 51,268 shares; 2025Q2: 54,862 shares; 2025Q3: 58,347 shares; 2025Q4: 60,551 shares; 2026Q1: 63,048 shares; 2026Q2: 63,355 shares 63,355 $4.75M 2.01% +307 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,750 shares; 2025Q1: 12,795 shares; 2025Q2: 12,808 shares; 2025Q3: 12,826 shares; 2025Q4: 12,673 shares; 2026Q1: 12,671 shares; 2026Q2: 12,639 shares 12,639 $4.35M 1.85% -32 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,566 shares; 2025Q1: 38,417 shares; 2025Q2: 40,905 shares; 2025Q3: 44,034 shares; 2025Q4: 43,623 shares; 2026Q1: 43,350 shares; 2026Q2: 44,277 shares 44,277 $4.13M 1.75% +927 Timeline HDG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 66,901 shares; 2025Q1: 70,126 shares; 2025Q2: 71,810 shares; 2025Q3: 73,269 shares; 2025Q4: 73,820 shares; 2026Q1: 71,035 shares; 2026Q2: 68,403 shares 68,403 $3.74M 1.59% -2,632 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,587 shares; 2025Q1: 19,706 shares; 2025Q2: 20,676 shares; 2025Q3: 21,026 shares; 2025Q4: 21,864 shares; 2026Q1: 18,791 shares; 2026Q2: 18,662 shares 18,662 $3.73M 1.58% -129 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125,399 shares; 2025Q1: 126,009 shares; 2025Q2: 127,906 shares; 2025Q3: 136,471 shares; 2025Q4: 137,483 shares; 2026Q1: 144,073 shares; 2026Q2: 158,981 shares 158,981 $3.31M 1.4% +14,908 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,439 shares; 2025Q1: 8,633 shares; 2025Q2: 10,239 shares; 2025Q3: 11,164 shares; 2025Q4: 11,221 shares; 2026Q1: 10,716 shares; 2026Q2: 10,384 shares 10,384 $3.12M 1.32% -332 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,004 shares; 2025Q2: 26,483 shares; 2025Q3: 30,229 shares; 2025Q4: 32,604 shares; 2026Q1: 35,603 shares; 2026Q2: 38,723 shares 38,723 $2.86M 1.21% +3,120 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,472 shares; 2025Q2: 3,508 shares; 2025Q3: 3,516 shares; 2025Q4: 3,075 shares; 2026Q1: 3,109 shares; 2026Q2: 2,906 shares 2,906 $2.14M 0.91% -203 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,863 shares; 2025Q4: 6,040 shares; 2026Q1: 10,644 shares; 2026Q2: 20,958 shares 20,958 $2.11M 0.9% +10,314 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,507 shares; 2025Q1: 38,822 shares; 2025Q2: 36,616 shares; 2025Q3: 36,342 shares; 2025Q4: 34,193 shares; 2026Q1: 32,644 shares; 2026Q2: 32,120 shares 32,120 $1.92M 0.81% -524 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 loaded; 2024Q4: 1,998 shares; 2025Q1: 2,177 shares; 2025Q2: 2,178 shares; 2025Q3: 2,157 shares; 2025Q4: 2,213 shares; 2026Q1: 2,592 shares; 2026Q2: 2,539 shares 2,539 $1.9M 0.81% -53 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,595 shares; 2025Q1: 5,179 shares; 2025Q2: 5,177 shares; 2025Q3: 3,883 shares; 2025Q4: 5,454 shares; 2026Q1: 5,268 shares; 2026Q2: 5,258 shares 5,258 $1.86M 0.79% -10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,635 shares; 2025Q1: 4,382 shares; 2025Q2: 4,420 shares; 2025Q3: 4,223 shares; 2025Q4: 4,337 shares; 2026Q1: 4,274 shares; 2026Q2: 4,305 shares 4,305 $1.81M 0.77% +31 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,943 shares; 2025Q4: 31,129 shares; 2026Q1: 31,365 shares; 2026Q2: 31,634 shares 31,634 $1.76M 0.75% +269 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,575 shares; 2025Q1: 4,350 shares; 2025Q2: 4,807 shares; 2025Q3: 4,929 shares; 2025Q4: 5,087 shares; 2026Q1: 4,520 shares; 2026Q2: 4,549 shares 4,549 $1.7M 0.72% +29 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,880 shares; 2025Q1: 7,882 shares; 2025Q2: 7,838 shares; 2025Q3: 7,839 shares; 2025Q4: 7,698 shares; 2026Q1: 7,626 shares; 2026Q2: 7,625 shares 7,625 $1.69M 0.72% -1 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,378 shares; 2025Q1: 6,422 shares; 2025Q2: 6,418 shares; 2025Q3: 6,406 shares; 2025Q4: 6,331 shares; 2026Q1: 6,172 shares; 2026Q2: 5,924 shares 5,924 $1.67M 0.71% -248 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,774 shares; 2025Q1: 3,810 shares; 2025Q2: 3,841 shares; 2025Q3: 5,314 shares; 2025Q4: 4,046 shares; 2026Q1: 4,555 shares; 2026Q2: 4,593 shares 4,593 $1.64M 0.7% +38 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,048 shares; 2025Q1: 3,056 shares; 2025Q2: 3,052 shares; 2025Q3: 3,062 shares; 2025Q4: 3,070 shares; 2026Q1: 3,071 shares; 2026Q2: 3,075 shares 3,075 $1.57M 0.66% +4 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 loaded; 2024Q4: 6,737 shares; 2025Q1: 6,738 shares; 2025Q2: 6,739 shares; 2025Q3: 6,715 shares; 2025Q4: 6,716 shares; 2026Q1: 6,460 shares; 2026Q2: 6,460 shares 6,460 $1.57M 0.66% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,314 shares; 2025Q1: 46,174 shares; 2025Q2: 48,303 shares; 2025Q3: not reported; 2025Q4: 25,024 shares; 2026Q1: 25,521 shares; 2026Q2: 27,050 shares 27,050 $1.53M 0.65% +1,529 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,917 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 3,909 shares; 2026Q1: 3,846 shares; 2026Q2: 3,835 shares 3,835 $1.51M 0.64% -11 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,641 shares; 2025Q1: 4,429 shares; 2025Q2: 4,931 shares; 2025Q3: 5,116 shares; 2025Q4: 6,429 shares; 2026Q1: 6,212 shares; 2026Q2: 6,272 shares 6,272 $1.49M 0.63% +60 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,499 shares; 2025Q1: 10,328 shares; 2025Q2: 10,317 shares; 2025Q3: 13,286 shares; 2025Q4: 13,341 shares; 2026Q1: 13,432 shares; 2026Q2: 13,265 shares 13,265 $1.38M 0.58% -167 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,518 shares; 2025Q1: 3,519 shares; 2025Q2: 3,521 shares; 2025Q3: 3,503 shares; 2025Q4: 3,531 shares; 2026Q1: 3,532 shares; 2026Q2: 3,539 shares 3,539 $1.31M 0.56% +7 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,553 shares; 2025Q2: 12,315 shares; 2025Q3: 14,277 shares; 2025Q4: 15,035 shares; 2026Q1: 15,145 shares; 2026Q2: 15,438 shares 15,438 $1.23M 0.52% +293 Timeline NTRL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 71,475 shares; 2025Q2: 68,197 shares; 2025Q3: 66,565 shares; 2025Q4: 62,452 shares; 2026Q1: 61,888 shares; 2026Q2: 58,719 shares 58,719 $1.21M 0.51% -3,169 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 2,326 shares; 2025Q3: 2,357 shares; 2025Q4: 1,875 shares; 2026Q1: 1,603 shares; 2026Q2: 1,614 shares 1,614 $1.21M 0.51% +11 Timeline QMAG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,513 shares; 2025Q4: 43,699 shares; 2026Q1: 43,919 shares; 2026Q2: 44,220 shares 44,220 $1.12M 0.48% +301 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,151 shares; 2025Q1: 2,233 shares; 2025Q2: 2,202 shares; 2025Q3: 3,239 shares; 2025Q4: 3,603 shares; 2026Q1: 3,407 shares; 2026Q2: 3,445 shares 3,445 $875K 0.37% +38 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,442 shares; 2025Q4: 2,557 shares; 2026Q1: 2,198 shares; 2026Q2: 2,289 shares 2,289 $865K 0.37% +91 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,039 shares; 2025Q1: 4,057 shares; 2025Q2: 4,047 shares; 2025Q3: 4,032 shares; 2025Q4: 4,022 shares; 2026Q1: 3,466 shares; 2026Q2: 3,460 shares 3,460 $852K 0.36% -6 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,534 shares; 2025Q1: 13,638 shares; 2025Q2: 13,753 shares; 2025Q3: 14,415 shares; 2025Q4: 16,161 shares; 2026Q1: 18,769 shares; 2026Q2: 19,254 shares 19,254 $831K 0.35% +485 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,001 shares; 2025Q1: 37,156 shares; 2025Q2: 34,595 shares; 2025Q3: 32,727 shares; 2025Q4: 26,399 shares; 2026Q1: 26,300 shares; 2026Q2: 26,216 shares 26,216 $824K 0.35% -84 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,618 shares; 2025Q1: 7,984 shares; 2025Q2: 8,073 shares; 2025Q3: 8,332 shares; 2025Q4: 8,368 shares; 2026Q1: 8,266 shares; 2026Q2: 8,494 shares 8,494 $819K 0.35% +228 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,611 shares; 2025Q1: 2,618 shares; 2025Q2: 2,518 shares; 2025Q3: 2,473 shares; 2025Q4: 2,434 shares; 2026Q1: 1,620 shares; 2026Q2: 2,085 shares 2,085 $768K 0.33% +465 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,361 shares; 2025Q1: 6,944 shares; 2025Q2: 6,059 shares; 2025Q3: 6,202 shares; 2025Q4: 6,202 shares; 2026Q1: 6,454 shares; 2026Q2: 9,796 shares 9,796 $670K 0.28% +3,342 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,650 shares 2,650 $644K 0.27% -50 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,010 shares; 2025Q1: 1,265 shares; 2025Q2: 1,377 shares; 2025Q3: 1,439 shares; 2025Q4: 1,465 shares; 2026Q1: 1,342 shares; 2026Q2: 1,119 shares 1,119 $630K 0.27% -223 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: not loaded; 2024Q4: 1,170 shares; 2025Q1: 1,002 shares; 2025Q2: 998 shares; 2025Q3: 995 shares; 2025Q4: 1,020 shares; 2026Q1: 1,017 shares; 2026Q2: 979 shares 979 $621K 0.26% -38 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,888 shares; 2025Q1: 8,746 shares; 2025Q2: 10,210 shares; 2025Q3: 11,378 shares; 2025Q4: 13,043 shares; 2026Q1: 13,383 shares; 2026Q2: 14,474 shares 14,474 $600K 0.25% +1,091 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 2,521 shares; 2025Q2: 2,641 shares; 2025Q3: 2,709 shares; 2025Q4: 2,660 shares; 2026Q1: 2,566 shares; 2026Q2: 2,338 shares 2,338 $588K 0.25% -228 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,348 shares 1,348 $584K 0.25% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,772 shares; 2025Q1: 1,815 shares; 2025Q2: 2,865 shares; 2025Q3: 2,871 shares; 2025Q4: 2,738 shares; 2026Q1: 3,041 shares; 2026Q2: 2,762 shares 2,762 $554K 0.24% -279 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,969 shares; 2025Q1: 1,702 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,820 shares; 2026Q1: 1,872 shares; 2026Q2: 2,520 shares 2,520 $553K 0.23% +648 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $542K 0.23% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,120 shares; 2025Q1: 1,379 shares; 2025Q2: 1,449 shares; 2025Q3: 1,453 shares; 2025Q4: 1,568 shares; 2026Q1: 1,567 shares; 2026Q2: 1,610 shares 1,610 $527K 0.22% +43 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,573 shares; 2025Q1: 4,376 shares; 2025Q2: 5,154 shares; 2025Q3: 5,140 shares; 2025Q4: 5,418 shares; 2026Q1: 5,059 shares; 2026Q2: 4,834 shares 4,834 $472K 0.2% -225 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: not loaded; 2024Q4: 2,864 shares; 2025Q1: 2,896 shares; 2025Q2: 2,756 shares; 2025Q3: 2,593 shares; 2025Q4: 2,472 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $466K 0.2% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,406 shares; 2025Q1: 9,407 shares; 2025Q2: 9,408 shares; 2025Q3: 9,409 shares; 2025Q4: 9,410 shares; 2026Q1: 9,411 shares; 2026Q2: 9,411 shares 9,411 $462K 0.2% 0 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: not loaded; 2024Q4: 3,320 shares; 2025Q1: 4,049 shares; 2025Q2: 3,751 shares; 2025Q3: 3,761 shares; 2025Q4: 3,839 shares; 2026Q1: 4,552 shares; 2026Q2: 3,343 shares 3,343 $457K 0.19% -1,209 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,833 shares; 2025Q1: 4,385 shares; 2025Q2: 4,556 shares; 2025Q3: 4,617 shares; 2025Q4: 4,902 shares; 2026Q1: 5,018 shares; 2026Q2: 4,929 shares 4,929 $433K 0.18% -89 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 993 shares; 2025Q1: 1,180 shares; 2025Q2: 1,171 shares; 2025Q3: 1,195 shares; 2025Q4: 1,256 shares; 2026Q1: 874 shares; 2026Q2: 834 shares 834 $428K 0.18% -40 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares 735 $427K 0.18% new 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: not loaded; 2024Q4: 16,343 shares; 2025Q1: 15,681 shares; 2025Q2: 13,889 shares; 2025Q3: 9,670 shares; 2025Q4: 9,685 shares; 2026Q1: 13,546 shares; 2026Q2: 13,414 shares 13,414 $425K 0.18% -132 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: not loaded; 2024Q4: 5,184 shares; 2025Q1: 6,366 shares; 2025Q2: 7,514 shares; 2025Q3: 7,761 shares; 2025Q4: 7,876 shares; 2026Q1: 7,353 shares; 2026Q2: 7,387 shares 7,387 $421K 0.18% +34 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,144 shares 2,144 $407K 0.17% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,851 shares; 2025Q4: 1,863 shares; 2026Q1: 1,923 shares; 2026Q2: 1,915 shares 1,915 $400K 0.17% -8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 718 shares; 2025Q4: 704 shares; 2026Q1: 879 shares; 2026Q2: 837 shares 837 $400K 0.17% -42 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 962 shares; 2026Q2: 962 shares 962 $394K 0.17% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 3,128 shares 3,128 $374K 0.16% +2,737 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,663 shares; 2025Q1: 7,705 shares; 2025Q2: 7,705 shares; 2025Q3: 7,700 shares; 2025Q4: 7,702 shares; 2026Q1: 7,159 shares; 2026Q2: 7,169 shares 7,169 $361K 0.15% +10 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,786 shares; 2025Q2: 3,618 shares; 2025Q3: 3,779 shares; 2025Q4: 3,397 shares; 2026Q1: 4,780 shares; 2026Q2: 4,353 shares 4,353 $360K 0.15% -427 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,454 shares; 2025Q1: 1,489 shares; 2025Q2: 1,513 shares; 2025Q3: 1,515 shares; 2025Q4: 1,535 shares; 2026Q1: 1,699 shares; 2026Q2: 1,591 shares 1,591 $357K 0.15% -108 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,699 shares; 2025Q1: 3,990 shares; 2025Q2: 3,934 shares; 2025Q3: 3,920 shares; 2025Q4: 4,117 shares; 2026Q1: 4,107 shares; 2026Q2: 4,227 shares 4,227 $344K 0.15% +120 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,495 shares; 2025Q1: 1,573 shares; 2025Q2: 1,561 shares; 2025Q3: 1,567 shares; 2025Q4: 1,598 shares; 2026Q1: 1,020 shares; 2026Q2: 992 shares 992 $340K 0.14% -28 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,603 shares; 2025Q1: 1,701 shares; 2025Q2: 1,587 shares; 2025Q3: 1,438 shares; 2025Q4: 1,577 shares; 2026Q1: 1,576 shares; 2026Q2: 1,585 shares 1,585 $337K 0.14% +9 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $332K 0.14% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 1,962 shares; 2025Q4: 2,086 shares; 2026Q1: 2,133 shares; 2026Q2: 2,106 shares 2,106 $331K 0.14% -27 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 839 shares; 2025Q1: 1,162 shares; 2025Q2: 1,232 shares; 2025Q3: 1,488 shares; 2025Q4: 1,557 shares; 2026Q1: 1,509 shares; 2026Q2: 1,485 shares 1,485 $328K 0.14% -24 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,074 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares; 2026Q2: 2,074 shares 2,074 $320K 0.14% 0 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: not loaded; 2024Q4: 536 shares; 2025Q1: 745 shares; 2025Q2: 835 shares; 2025Q3: 859 shares; 2025Q4: 765 shares; 2026Q1: 758 shares; 2026Q2: 735 shares 735 $305K 0.13% -23 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares; 2026Q2: 606 shares 606 $303K 0.13% +18 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,595 shares; 2025Q4: 2,561 shares; 2026Q1: 2,504 shares; 2026Q2: 2,569 shares 2,569 $298K 0.13% +65 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,188 shares; 2025Q1: 1,217 shares; 2025Q2: 1,239 shares; 2025Q3: 1,243 shares; 2025Q4: 1,234 shares; 2026Q1: 1,214 shares; 2026Q2: 1,219 shares 1,219 $290K 0.12% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,136 shares 1,136 $287K 0.12% -3 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,031 shares; 2026Q1: 12,692 shares; 2026Q2: 13,689 shares 13,689 $286K 0.12% +997 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: not loaded; 2024Q4: 5,951 shares; 2025Q1: 6,004 shares; 2025Q2: 6,035 shares; 2025Q3: 6,090 shares; 2025Q4: 5,964 shares; 2026Q1: 6,042 shares; 2026Q2: 5,704 shares 5,704 $284K 0.12% -338 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,921 shares 1,921 $278K 0.12% new 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: not loaded; 2024Q4: 603 shares; 2025Q1: 622 shares; 2025Q2: 709 shares; 2025Q3: 695 shares; 2025Q4: 728 shares; 2026Q1: 774 shares; 2026Q2: 783 shares 783 $276K 0.12% +9 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,161 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $269K 0.11% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares 233 $269K 0.11% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,864 shares; 2025Q1: not reported; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $265K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,941 shares 2,941 $264K 0.11% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,465 shares; 2025Q2: 1,474 shares; 2025Q3: 1,481 shares; 2025Q4: 1,487 shares; 2026Q1: 1,467 shares; 2026Q2: 1,473 shares 1,473 $258K 0.11% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $255K 0.11% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,581 shares; 2025Q1: not reported; 2025Q2: 1,522 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $249K 0.11% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,274 shares; 2025Q4: 2,421 shares; 2026Q1: 2,135 shares; 2026Q2: 2,182 shares 2,182 $247K 0.1% +47 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares 124 $247K 0.1% new 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: not loaded; 2024Q4: 1,030 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 771 shares; 2026Q1: 772 shares; 2026Q2: 773 shares 773 $243K 0.1% +1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $242K 0.1% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,916 shares; 2025Q1: 15,975 shares; 2025Q2: 14,265 shares; 2025Q3: 13,114 shares; 2025Q4: 12,036 shares; 2026Q1: 12,442 shares; 2026Q2: 11,644 shares 11,644 $241K 0.1% -798 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,594 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $236K 0.1% 0 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: not loaded; 2024Q4: 1,570 shares; 2025Q1: 1,838 shares; 2025Q2: 1,928 shares; 2025Q3: 1,970 shares; 2025Q4: 1,866 shares; 2026Q1: 1,736 shares; 2026Q2: 1,739 shares 1,739 $235K 0.1% +3 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: not reported; 2026Q2: 195 shares 195 $234K 0.1% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares; 2026Q2: 772 shares 772 $234K 0.1% -30 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $231K 0.1% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,477 shares; 2025Q1: 2,437 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,389 shares 2,389 $230K 0.1% +39 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,668 shares; 2025Q4: 3,668 shares; 2026Q1: 3,553 shares; 2026Q2: 3,179 shares 3,179 $227K 0.1% -374 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,726 shares; 2026Q2: 1,684 shares 1,684 $227K 0.1% -42 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,157 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,232 shares; 2026Q2: 1,163 shares 1,163 $210K 0.09% -69 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,559 shares; 2025Q1: 2,494 shares; 2025Q2: 2,308 shares; 2025Q3: 2,318 shares; 2025Q4: 2,303 shares; 2026Q1: 2,286 shares; 2026Q2: 1,771 shares 1,771 $208K 0.09% -515 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $207K 0.09% new Timeline TAXF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,801 shares; 2025Q1: 18,579 shares; 2025Q2: 15,234 shares; 2025Q3: 11,259 shares; 2025Q4: 9,976 shares; 2026Q1: 8,750 shares; 2026Q2: 4,058 shares 4,058 $206K 0.09% -4,692 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 732 shares; 2025Q4: 713 shares; 2026Q1: not reported; 2026Q2: 604 shares 604 $204K 0.09% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 548 shares 548 $203K 0.09% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,764 shares; 2025Q1: 18,232 shares; 2025Q2: 17,869 shares; 2025Q3: 17,914 shares; 2025Q4: 17,249 shares; 2026Q1: 17,249 shares; 2026Q2: 14,531 shares 14,531 $153K 0.06% -2,718 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,527 shares; 2026Q2: 10,527 shares 10,527 $117K 0.05% 0 Timeline