VTV 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: 131,745 shares; 2024Q4: 110,905 shares; 2025Q1: 114,164 shares; 2025Q2: 132,453 shares; 2025Q3: 142,585 shares; 2025Q4: 146,924 shares; 2026Q1: 192,733 shares; 2026Q2: 221,651 shares 221,651 $48.3M 8.29% +28,918 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 52,647 shares; 2025Q4: 97,744 shares; 2026Q1: 409,211 shares; 2026Q2: 535,996 shares 535,996 $36.5M 6.25% +126,785 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: 122,499 shares; 2024Q4: 106,731 shares; 2025Q1: 160,739 shares; 2025Q2: 154,620 shares; 2025Q3: 156,916 shares; 2025Q4: 158,185 shares; 2026Q1: 159,496 shares; 2026Q2: 157,339 shares 157,339 $33.5M 5.74% -2,157 Timeline SPTI 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: not reported; 2025Q3: 48,280 shares; 2025Q4: 261,710 shares; 2026Q1: 879,342 shares; 2026Q2: 1,097,338 shares 1,097,338 $31.2M 5.34% +217,996 Timeline IUSB 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: 22,518 shares; 2025Q4: 236,762 shares; 2026Q1: 457,422 shares; 2026Q2: 547,658 shares 547,658 $25.3M 4.34% +90,236 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 462,886 shares; 2025Q4: 468,656 shares; 2026Q1: 477,623 shares; 2026Q2: 445,974 shares 445,974 $23.3M 4% -31,649 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: 85,291 shares; 2024Q4: 84,622 shares; 2025Q1: 86,244 shares; 2025Q2: 96,006 shares; 2025Q3: 85,232 shares; 2025Q4: 83,812 shares; 2026Q1: 82,537 shares; 2026Q2: 55,024 shares 55,024 $19.7M 3.37% -27,513 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: 84,680 shares; 2024Q4: 83,641 shares; 2025Q1: 73,423 shares; 2025Q2: 73,515 shares; 2025Q3: 72,445 shares; 2025Q4: 68,620 shares; 2026Q1: 67,716 shares; 2026Q2: 66,654 shares 66,654 $19.3M 3.31% -1,062 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: 271,578 shares; 2024Q4: 266,136 shares; 2025Q1: 262,127 shares; 2025Q2: 264,014 shares; 2025Q3: 269,731 shares; 2025Q4: 272,571 shares; 2026Q1: 275,253 shares; 2026Q2: 254,219 shares 254,219 $13.6M 2.34% -21,034 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 22,694 shares; 2026Q2: 343,250 shares 343,250 $12.6M 2.16% +320,556 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 22,040 shares; 2025Q4: 38,028 shares; 2026Q1: 290,215 shares; 2026Q2: 288,023 shares 288,023 $12.4M 2.13% -2,192 Timeline VT 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: 79,281 shares; 2024Q4: 80,333 shares; 2025Q1: 82,857 shares; 2025Q2: 86,038 shares; 2025Q3: 86,285 shares; 2025Q4: 85,704 shares; 2026Q1: 85,270 shares; 2026Q2: 77,814 shares 77,814 $12.2M 2.1% -7,456 Timeline FMB 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: 204,679 shares; 2024Q4: 205,414 shares; 2025Q1: 205,696 shares; 2025Q2: 212,365 shares; 2025Q3: 288,013 shares; 2025Q4: 296,387 shares; 2026Q1: 220,140 shares; 2026Q2: 228,347 shares 228,347 $11.7M 2.01% +8,207 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: 49,209 shares; 2024Q4: 47,455 shares; 2025Q1: 39,357 shares; 2025Q2: 38,115 shares; 2025Q3: 38,230 shares; 2025Q4: 38,112 shares; 2026Q1: 36,575 shares; 2026Q2: 35,413 shares 35,413 $11.6M 1.99% -1,162 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: 30,973 shares; 2024Q4: 30,792 shares; 2025Q1: 22,769 shares; 2025Q2: 23,079 shares; 2025Q3: 23,176 shares; 2025Q4: 23,016 shares; 2026Q1: 22,963 shares; 2026Q2: 23,029 shares 23,029 $11.5M 1.98% +66 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: 47,742 shares; 2024Q4: 46,954 shares; 2025Q1: 46,659 shares; 2025Q2: 46,557 shares; 2025Q3: 44,586 shares; 2025Q4: 44,090 shares; 2026Q1: 42,505 shares; 2026Q2: 42,329 shares 42,329 $10.8M 1.84% -176 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: 324,530 shares; 2024Q4: 342,561 shares; 2025Q1: 297,518 shares; 2025Q2: 604,678 shares; 2025Q3: 590,925 shares; 2025Q4: 331,679 shares; 2026Q1: 206,827 shares; 2026Q2: 198,598 shares 198,598 $10M 1.72% -8,229 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 23,763 shares; 2025Q4: 50,012 shares; 2026Q1: 82,154 shares; 2026Q2: 187,848 shares 187,848 $9.9M 1.7% +105,694 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,329 shares; 2025Q4: 11,453 shares; 2026Q1: 20,564 shares; 2026Q2: 70,470 shares 70,470 $9.69M 1.66% +49,906 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,467 shares; 2025Q4: 17,226 shares; 2026Q1: 59,395 shares; 2026Q2: 43,489 shares 43,489 $9.54M 1.64% -15,906 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: 87,599 shares; 2024Q4: 86,428 shares; 2025Q1: 85,827 shares; 2025Q2: 86,442 shares; 2025Q3: 90,203 shares; 2025Q4: 92,250 shares; 2026Q1: 94,855 shares; 2026Q2: 102,751 shares 102,751 $9.23M 1.58% +7,896 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: 22,828 shares; 2024Q4: 22,563 shares; 2025Q1: 22,462 shares; 2025Q2: 23,702 shares; 2025Q3: 23,516 shares; 2025Q4: 25,385 shares; 2026Q1: 25,727 shares; 2026Q2: 23,372 shares 23,372 $8.72M 1.5% -2,355 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,415 shares; 2024Q4: 173,997 shares; 2025Q1: 240,535 shares; 2025Q2: 225,817 shares; 2025Q3: 180,506 shares; 2025Q4: 179,620 shares; 2026Q1: 74,429 shares; 2026Q2: 70,543 shares 70,543 $8.61M 1.48% -3,886 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: 27,451 shares; 2024Q4: 28,153 shares; 2025Q1: 28,971 shares; 2025Q2: 31,321 shares; 2025Q3: 32,500 shares; 2025Q4: 32,519 shares; 2026Q1: 38,489 shares; 2026Q2: 37,650 shares 37,650 $7.53M 1.29% -839 Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98,000 shares 98,000 $7.51M 1.29% new Timeline QQEW 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: 66,084 shares; 2024Q4: 65,513 shares; 2025Q1: 64,982 shares; 2025Q2: 53,753 shares; 2025Q3: 53,297 shares; 2025Q4: 52,007 shares; 2026Q1: 49,073 shares; 2026Q2: 46,886 shares 46,886 $7.48M 1.28% -2,187 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: 8,078 shares; 2024Q4: 8,057 shares; 2025Q1: 8,068 shares; 2025Q2: 10,426 shares; 2025Q3: 9,345 shares; 2025Q4: 9,372 shares; 2026Q1: 9,348 shares; 2026Q2: 9,109 shares 9,109 $6.26M 1.07% -239 Timeline SHLD 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: not reported; 2025Q3: not reported; 2025Q4: 7,123 shares; 2026Q1: 13,496 shares; 2026Q2: 95,909 shares 95,909 $5.73M 0.98% +82,413 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: 57,123 shares; 2024Q4: 56,722 shares; 2025Q1: 56,444 shares; 2025Q2: 57,084 shares; 2025Q3: 36,792 shares; 2025Q4: 36,471 shares; 2026Q1: 18,431 shares; 2026Q2: 69,998 shares 69,998 $5.64M 0.97% +51,567 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: 29,957 shares; 2024Q4: 25,562 shares; 2025Q1: 23,985 shares; 2025Q2: 24,195 shares; 2025Q3: 24,661 shares; 2025Q4: 24,340 shares; 2026Q1: 24,247 shares; 2026Q2: 22,845 shares 22,845 $5.44M 0.93% -1,402 Timeline XLV 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: 73,065 shares; 2024Q4: 72,627 shares; 2025Q1: 72,451 shares; 2025Q2: 72,779 shares; 2025Q3: 71,466 shares; 2025Q4: 70,045 shares; 2026Q1: 33,913 shares; 2026Q2: 32,117 shares 32,117 $5.1M 0.87% -1,796 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: 6,689 shares; 2024Q4: 6,708 shares; 2025Q1: 6,536 shares; 2025Q2: 6,915 shares; 2025Q3: 6,918 shares; 2025Q4: 6,927 shares; 2026Q1: 6,988 shares; 2026Q2: 6,813 shares 6,813 $5.02M 0.86% -175 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 149,458 shares 149,458 $4.19M 0.72% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 77,831 shares 77,831 $3.92M 0.67% new 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: 12,726 shares; 2024Q4: 12,855 shares; 2025Q1: 13,256 shares; 2025Q2: 13,619 shares; 2025Q3: 13,161 shares; 2025Q4: 13,147 shares; 2026Q1: 12,697 shares; 2026Q2: 10,018 shares 10,018 $3.54M 0.61% -2,679 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 57,806 shares; 2026Q1: 128,996 shares; 2026Q2: 129,128 shares 129,128 $3.13M 0.54% +132 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: 4,716 shares; 2024Q4: 4,563 shares; 2025Q1: 4,529 shares; 2025Q2: 6,306 shares; 2025Q3: 6,186 shares; 2025Q4: 6,195 shares; 2026Q1: 6,320 shares; 2026Q2: 5,406 shares 5,406 $3.04M 0.52% -914 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,699 shares; 2024Q4: 25,786 shares; 2025Q1: 25,724 shares; 2025Q2: 20,837 shares; 2025Q3: 21,032 shares; 2025Q4: 21,621 shares; 2026Q1: 21,514 shares; 2026Q2: 101,589 shares 101,589 $2.78M 0.48% +80,075 Timeline LQD 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: 2,171 shares; 2026Q1: 22,808 shares; 2026Q2: 24,139 shares 24,139 $2.63M 0.45% +1,331 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 2,622 shares; 2025Q1: 2,631 shares; 2025Q2: 2,634 shares; 2025Q3: 2,482 shares; 2025Q4: 2,439 shares; 2026Q1: 2,471 shares; 2026Q2: 2,508 shares 2,508 $2.54M 0.44% +37 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: 6,781 shares; 2024Q4: 6,917 shares; 2025Q1: 6,727 shares; 2025Q2: 6,830 shares; 2025Q3: 6,920 shares; 2025Q4: 6,827 shares; 2026Q1: 6,700 shares; 2026Q2: 6,707 shares 6,707 $2.37M 0.41% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,229 shares; 2025Q3: 26,522 shares; 2025Q4: 48,281 shares; 2026Q1: 45,169 shares; 2026Q2: 42,676 shares 42,676 $2.27M 0.39% -2,493 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 91,436 shares; 2025Q4: 85,334 shares; 2026Q1: 65,357 shares; 2026Q2: 46,065 shares 46,065 $2.12M 0.36% -19,292 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: 2,878 shares; 2024Q4: 2,870 shares; 2025Q1: 2,873 shares; 2025Q2: 2,902 shares; 2025Q3: 2,980 shares; 2025Q4: 2,983 shares; 2026Q1: 2,986 shares; 2026Q2: 2,820 shares 2,820 $2.11M 0.36% -166 Timeline MBB 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: 2,569 shares; 2026Q1: 23,160 shares; 2026Q2: 21,806 shares 21,806 $2.06M 0.35% -1,354 Timeline SYSB 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: 3,722 shares; 2026Q1: 10,556 shares; 2026Q2: 22,581 shares 22,581 $2M 0.34% +12,025 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,040 shares; 2026Q1: 35,118 shares; 2026Q2: 68,649 shares 68,649 $1.9M 0.33% +33,531 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: 7,730 shares; 2024Q4: 7,923 shares; 2025Q1: 7,641 shares; 2025Q2: 7,673 shares; 2025Q3: 7,691 shares; 2025Q4: 7,699 shares; 2026Q1: 7,546 shares; 2026Q2: 7,562 shares 7,562 $1.9M 0.33% +16 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: 4,097 shares; 2024Q4: 4,110 shares; 2025Q1: 4,125 shares; 2025Q2: 4,284 shares; 2025Q3: 4,304 shares; 2025Q4: 4,289 shares; 2026Q1: 4,440 shares; 2026Q2: 4,442 shares 4,442 $1.85M 0.32% +2 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: 2,054 shares; 2024Q4: 2,062 shares; 2025Q1: 2,106 shares; 2025Q2: 2,782 shares; 2025Q3: 2,464 shares; 2025Q4: 2,091 shares; 2026Q1: 1,742 shares; 2026Q2: 1,508 shares 1,508 $1.81M 0.31% -234 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: 1,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,835 shares; 2025Q3: 2,513 shares; 2025Q4: 2,896 shares; 2026Q1: 3,184 shares; 2026Q2: 2,954 shares 2,954 $1.72M 0.29% -230 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,944 shares; 2024Q4: 37,665 shares; 2025Q1: 36,200 shares; 2025Q2: 38,544 shares; 2025Q3: 38,962 shares; 2025Q4: 39,324 shares; 2026Q1: 39,014 shares; 2026Q2: 38,644 shares 38,644 $1.64M 0.28% -370 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,019 shares; 2024Q4: 20,777 shares; 2025Q1: 20,697 shares; 2025Q2: 19,938 shares; 2025Q3: 19,458 shares; 2025Q4: 16,833 shares; 2026Q1: 16,292 shares; 2026Q2: 16,160 shares 16,160 $1.57M 0.27% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,842 shares; 2026Q1: 20,870 shares; 2026Q2: 46,159 shares 46,159 $1.56M 0.27% +25,289 Timeline VOT 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: 7,087 shares; 2024Q4: 7,055 shares; 2025Q1: 6,296 shares; 2025Q2: 6,202 shares; 2025Q3: 5,883 shares; 2025Q4: 5,867 shares; 2026Q1: 5,483 shares; 2026Q2: 5,065 shares 5,065 $1.55M 0.27% -418 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: 2,271 shares; 2024Q4: 2,274 shares; 2025Q1: 2,337 shares; 2025Q2: 4,296 shares; 2025Q3: 4,465 shares; 2025Q4: 4,339 shares; 2026Q1: 4,391 shares; 2026Q2: 4,413 shares 4,413 $1.51M 0.26% +22 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: 4,984 shares; 2024Q4: 4,990 shares; 2025Q1: 4,864 shares; 2025Q2: 4,463 shares; 2025Q3: 4,386 shares; 2025Q4: 4,409 shares; 2026Q1: 4,378 shares; 2026Q2: 4,079 shares 4,079 $1.51M 0.26% -299 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,077 shares; 2024Q4: 22,025 shares; 2025Q1: 21,988 shares; 2025Q2: 22,094 shares; 2025Q3: 22,368 shares; 2025Q4: 22,723 shares; 2026Q1: 22,865 shares; 2026Q2: 29,046 shares 29,046 $1.48M 0.25% +6,181 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: 891 shares; 2026Q2: 1,278 shares 1,278 $1.48M 0.25% +387 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: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 2,090 shares; 2025Q2: 2,050 shares; 2025Q3: 2,056 shares; 2025Q4: 2,061 shares; 2026Q1: 2,067 shares; 2026Q2: 2,066 shares 2,066 $1.46M 0.25% -1 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: 1,533 shares; 2024Q4: 1,465 shares; 2025Q1: 1,640 shares; 2025Q2: 1,627 shares; 2025Q3: 1,633 shares; 2025Q4: 1,636 shares; 2026Q1: 1,591 shares; 2026Q2: 1,363 shares 1,363 $1.45M 0.25% -228 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,056 shares; 2024Q4: 13,148 shares; 2025Q1: 14,171 shares; 2025Q2: 14,001 shares; 2025Q3: 13,927 shares; 2025Q4: 13,953 shares; 2026Q1: 12,176 shares; 2026Q2: 13,105 shares 13,105 $1.45M 0.25% +929 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: 2,592 shares; 2024Q4: 2,620 shares; 2025Q1: 2,673 shares; 2025Q2: 2,676 shares; 2025Q3: 4,342 shares; 2025Q4: 8,568 shares; 2026Q1: 8,687 shares; 2026Q2: 7,578 shares 7,578 $1.44M 0.25% -1,109 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: 10,639 shares; 2024Q4: 10,457 shares; 2025Q1: 11,777 shares; 2025Q2: 14,355 shares; 2025Q3: 11,963 shares; 2025Q4: 12,156 shares; 2026Q1: 11,662 shares; 2026Q2: 10,141 shares 10,141 $1.39M 0.24% -1,521 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,486 shares; 2025Q2: 2,481 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,459 shares; 2026Q2: 1,805 shares 1,805 $1.35M 0.23% -654 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: 16,394 shares; 2024Q4: 15,224 shares; 2025Q1: 15,063 shares; 2025Q2: 15,092 shares; 2025Q3: 14,719 shares; 2025Q4: 14,746 shares; 2026Q1: 14,467 shares; 2026Q2: 14,403 shares 14,403 $1.33M 0.23% -64 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 13,500 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $1.27M 0.22% 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: 8,924 shares; 2024Q4: 8,967 shares; 2025Q1: 9,044 shares; 2025Q2: 9,159 shares; 2025Q3: 9,555 shares; 2025Q4: 9,199 shares; 2026Q1: 9,239 shares; 2026Q2: 9,241 shares 9,241 $1.2M 0.21% +2 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 29,970 shares; 2026Q2: 45,741 shares 45,741 $1.19M 0.2% +15,771 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,652 shares; 2024Q4: 32,442 shares; 2025Q1: 31,842 shares; 2025Q2: 34,222 shares; 2025Q3: 31,842 shares; 2025Q4: 31,842 shares; 2026Q1: 31,842 shares; 2026Q2: 31,842 shares 31,842 $1.17M 0.2% 0 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: 47,054 shares; 2024Q4: 44,634 shares; 2025Q1: 47,396 shares; 2025Q2: 47,606 shares; 2025Q3: 25,264 shares; 2025Q4: 8,548 shares; 2026Q1: 8,298 shares; 2026Q2: 8,012 shares 8,012 $1.12M 0.19% -286 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: 10,078 shares; 2024Q4: 10,028 shares; 2025Q1: 9,480 shares; 2025Q2: 20,017 shares; 2025Q3: 20,060 shares; 2025Q4: 20,111 shares; 2026Q1: 20,144 shares; 2026Q2: 18,378 shares 18,378 $1.12M 0.19% -1,766 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,798 shares; 2026Q2: 43,828 shares 43,828 $1.08M 0.19% +7,030 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 658 shares; 2025Q1: 668 shares; 2025Q2: 997 shares; 2025Q3: 1,061 shares; 2025Q4: 1,039 shares; 2026Q1: 1,049 shares; 2026Q2: 1,109 shares 1,109 $1.04M 0.18% +60 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: 3,432 shares; 2024Q4: 3,472 shares; 2025Q1: 3,448 shares; 2025Q2: 3,821 shares; 2025Q3: 3,800 shares; 2025Q4: 3,741 shares; 2026Q1: 3,747 shares; 2026Q2: 3,687 shares 3,687 $997K 0.17% -60 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 6,432 shares; 2026Q1: 6,433 shares; 2026Q2: 6,507 shares 6,507 $941K 0.16% +74 Timeline SCHQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,820 shares; 2026Q2: 29,607 shares 29,607 $927K 0.16% -2,213 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: 15,154 shares; 2024Q4: 15,197 shares; 2025Q1: 14,536 shares; 2025Q2: 14,548 shares; 2025Q3: 14,838 shares; 2025Q4: 15,372 shares; 2026Q1: 15,569 shares; 2026Q2: 16,166 shares 16,166 $921K 0.16% +597 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: 1,456 shares; 2024Q4: 1,414 shares; 2025Q1: 1,388 shares; 2025Q2: 8,336 shares; 2025Q3: 4,033 shares; 2025Q4: 3,345 shares; 2026Q1: 3,219 shares; 2026Q2: 3,211 shares 3,211 $903K 0.15% -8 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: 3,831 shares; 2024Q4: 3,692 shares; 2025Q1: 3,740 shares; 2025Q2: 3,764 shares; 2025Q3: 3,788 shares; 2025Q4: 3,750 shares; 2026Q1: 3,836 shares; 2026Q2: 4,264 shares 4,264 $891K 0.15% +428 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,856 shares; 2025Q1: 1,863 shares; 2025Q2: 1,871 shares; 2025Q3: 1,881 shares; 2025Q4: 1,889 shares; 2026Q1: 1,900 shares; 2026Q2: 2,229 shares 2,229 $862K 0.15% +329 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: 5,814 shares; 2024Q4: 5,831 shares; 2025Q1: 5,847 shares; 2025Q2: 5,860 shares; 2025Q3: 5,874 shares; 2025Q4: 5,890 shares; 2026Q1: 5,905 shares; 2026Q2: 5,917 shares 5,917 $843K 0.14% +12 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,369 shares; 2024Q4: 26,858 shares; 2025Q1: 26,655 shares; 2025Q2: 26,940 shares; 2025Q3: 26,665 shares; 2025Q4: 26,681 shares; 2026Q1: 16,665 shares; 2026Q2: 16,086 shares 16,086 $833K 0.14% -579 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 18,585 shares; 2026Q2: 18,585 shares 18,585 $800K 0.14% 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: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,884 shares; 2025Q2: 6,491 shares; 2025Q3: 6,686 shares; 2025Q4: 6,786 shares; 2026Q1: 6,886 shares; 2026Q2: 6,915 shares 6,915 $783K 0.13% +29 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: 3,435 shares; 2024Q4: 3,463 shares; 2025Q1: 3,471 shares; 2025Q2: 3,471 shares; 2025Q3: 3,485 shares; 2025Q4: 3,512 shares; 2026Q1: 3,289 shares; 2026Q2: 3,301 shares 3,301 $781K 0.13% +12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 4,228 shares; 2025Q1: 5,298 shares; 2025Q2: 5,257 shares; 2025Q3: 4,868 shares; 2025Q4: 4,912 shares; 2026Q1: 4,420 shares; 2026Q2: 4,097 shares 4,097 $777K 0.13% -323 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: 4,450 shares; 2024Q4: 4,422 shares; 2025Q1: 4,655 shares; 2025Q2: 4,803 shares; 2025Q3: 4,829 shares; 2025Q4: 4,769 shares; 2026Q1: 4,572 shares; 2026Q2: 5,112 shares 5,112 $750K 0.13% +540 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,334 shares; 2024Q4: 31,113 shares; 2025Q1: 35,818 shares; 2025Q2: 41,869 shares; 2025Q3: 41,191 shares; 2025Q4: 35,840 shares; 2026Q1: 30,777 shares; 2026Q2: 30,873 shares 30,873 $743K 0.13% +96 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,562 shares; 2025Q3: 22,162 shares; 2025Q4: 19,662 shares; 2026Q1: 19,662 shares; 2026Q2: 19,662 shares 19,662 $722K 0.12% 0 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: 2,895 shares; 2024Q4: 3,211 shares; 2025Q1: 3,343 shares; 2025Q2: 2,665 shares; 2025Q3: 2,645 shares; 2025Q4: 1,456 shares; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares 1,681 $707K 0.12% 0 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: 7,889 shares; 2024Q4: 7,911 shares; 2025Q1: 7,982 shares; 2025Q2: 8,596 shares; 2025Q3: 9,226 shares; 2025Q4: 6,204 shares; 2026Q1: 6,279 shares; 2026Q2: 5,995 shares 5,995 $704K 0.12% -284 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,191 shares; 2024Q4: 10,884 shares; 2025Q1: 9,404 shares; 2025Q2: 9,410 shares; 2025Q3: 9,414 shares; 2025Q4: 9,420 shares; 2026Q1: 9,425 shares; 2026Q2: 7,357 shares 7,357 $699K 0.12% -2,068 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: 1,760 shares; 2024Q4: 1,761 shares; 2025Q1: 1,763 shares; 2025Q2: 1,788 shares; 2025Q3: 1,888 shares; 2025Q4: 1,889 shares; 2026Q1: 1,877 shares; 2026Q2: 1,841 shares 1,841 $695K 0.12% -36 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: 507 shares; 2024Q4: 532 shares; 2025Q1: 516 shares; 2025Q2: 631 shares; 2025Q3: 553 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 5,740 shares 5,740 $686K 0.12% +5,186 Timeline VYM 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: 4,370 shares; 2024Q4: 4,372 shares; 2025Q1: 4,569 shares; 2025Q2: 4,387 shares; 2025Q3: 4,389 shares; 2025Q4: 4,391 shares; 2026Q1: 4,393 shares; 2026Q2: 4,295 shares 4,295 $679K 0.12% -98 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: 7,747 shares; 2024Q4: 7,753 shares; 2025Q1: 8,359 shares; 2025Q2: 8,617 shares; 2025Q3: 8,900 shares; 2025Q4: 8,676 shares; 2026Q1: 8,057 shares; 2026Q2: 7,463 shares 7,463 $655K 0.11% -594 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: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 3,873 shares; 2026Q2: 3,873 shares 3,873 $636K 0.11% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,553 shares; 2024Q4: 4,441 shares; 2025Q1: 4,807 shares; 2025Q2: 4,616 shares; 2025Q3: 4,693 shares; 2025Q4: 7,370 shares; 2026Q1: 8,754 shares; 2026Q2: 8,621 shares 8,621 $629K 0.11% -133 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: 1,752 shares; 2024Q4: 1,672 shares; 2025Q1: 1,673 shares; 2025Q2: 1,713 shares; 2025Q3: 1,676 shares; 2025Q4: 1,727 shares; 2026Q1: 1,728 shares; 2026Q2: 1,608 shares 1,608 $601K 0.1% -120 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: 3,218 shares; 2024Q4: 4,065 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,314 shares; 2025Q4: 3,332 shares; 2026Q1: 3,150 shares; 2026Q2: 3,287 shares 3,287 $600K 0.1% +137 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: 6,038 shares; 2024Q4: 6,039 shares; 2025Q1: 6,037 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,032 shares; 2026Q2: 6,032 shares 6,032 $582K 0.1% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,856 shares; 2024Q4: 4,875 shares; 2025Q1: 4,416 shares; 2025Q2: 4,435 shares; 2025Q3: 4,453 shares; 2025Q4: 4,471 shares; 2026Q1: 4,261 shares; 2026Q2: 4,279 shares 4,279 $570K 0.1% +18 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,791 shares; 2024Q4: 6,619 shares; 2025Q1: 6,559 shares; 2025Q2: 6,557 shares; 2025Q3: 6,229 shares; 2025Q4: 6,306 shares; 2026Q1: 6,460 shares; 2026Q2: 5,422 shares 5,422 $557K 0.1% -1,038 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares; 2026Q2: 5,658 shares 5,658 $546K 0.09% +2,570 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: 5,370 shares; 2024Q4: 5,407 shares; 2025Q1: 5,407 shares; 2025Q2: 6,453 shares; 2025Q3: 6,453 shares; 2025Q4: 6,476 shares; 2026Q1: 6,476 shares; 2026Q2: 5,166 shares 5,166 $537K 0.09% -1,310 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 2,755 shares; 2025Q4: 2,766 shares; 2026Q1: 2,861 shares; 2026Q2: 3,734 shares 3,734 $523K 0.09% +873 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: 2,273 shares; 2024Q4: 2,911 shares; 2025Q1: 3,522 shares; 2025Q2: 5,356 shares; 2025Q3: 3,919 shares; 2025Q4: 3,888 shares; 2026Q1: 4,263 shares; 2026Q2: 3,115 shares 3,115 $516K 0.09% -1,148 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 691 shares; 2026Q2: 528 shares 528 $510K 0.09% -163 Timeline IEMG ISHARES INC More: the full row for ISHARES 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: 3,330 shares; 2026Q1: 3,813 shares; 2026Q2: 6,059 shares 6,059 $502K 0.09% +2,246 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,100 shares; 2025Q1: 1,125 shares; 2025Q2: 1,126 shares; 2025Q3: 1,376 shares; 2025Q4: 1,371 shares; 2026Q1: 1,377 shares; 2026Q2: 1,383 shares 1,383 $501K 0.09% +6 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: 6,133 shares; 2024Q4: 5,995 shares; 2025Q1: 6,145 shares; 2025Q2: 6,166 shares; 2025Q3: 6,189 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares; 2026Q2: 5,991 shares 5,991 $490K 0.08% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 428 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 411 shares 411 $483K 0.08% -29 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 9,108 shares; 2026Q2: 9,458 shares 9,458 $471K 0.08% +350 Timeline XOP 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: 42,602 shares; 2024Q4: 42,164 shares; 2025Q1: 42,090 shares; 2025Q2: 22,410 shares; 2025Q3: 21,852 shares; 2025Q4: 21,494 shares; 2026Q1: 3,153 shares; 2026Q2: 2,985 shares 2,985 $460K 0.08% -168 Timeline VTIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,246 shares; 2025Q4: 7,492 shares; 2026Q1: 4,938 shares; 2026Q2: 8,859 shares 8,859 $445K 0.08% +3,921 Timeline BOTZ 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: 15,518 shares; 2024Q4: 15,518 shares; 2025Q1: 15,793 shares; 2025Q2: 15,793 shares; 2025Q3: 15,811 shares; 2025Q4: 15,811 shares; 2026Q1: 15,335 shares; 2026Q2: 11,681 shares 11,681 $443K 0.08% -3,654 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: 507 shares; 2024Q4: 507 shares; 2025Q1: 493 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 4,357 shares; 2026Q1: 6,099 shares; 2026Q2: 6,059 shares 6,059 $433K 0.07% -40 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: 2,949 shares; 2024Q4: 2,959 shares; 2025Q1: 2,980 shares; 2025Q2: 3,019 shares; 2025Q3: 2,972 shares; 2025Q4: 2,984 shares; 2026Q1: 3,027 shares; 2026Q2: 4,192 shares 4,192 $428K 0.07% +1,165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,450 shares; 2025Q4: 2,256 shares; 2026Q1: 3,760 shares; 2026Q2: 3,894 shares 3,894 $419K 0.07% +134 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: 1,939 shares; 2024Q4: 1,906 shares; 2025Q1: 1,893 shares; 2025Q2: 1,895 shares; 2025Q3: 1,903 shares; 2025Q4: 3,928 shares; 2026Q1: 3,986 shares; 2026Q2: 3,515 shares 3,515 $412K 0.07% -471 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: 3,517 shares; 2024Q4: 10,141 shares; 2025Q1: 10,408 shares; 2025Q2: 11,576 shares; 2025Q3: 11,637 shares; 2025Q4: 11,701 shares; 2026Q1: 14,255 shares; 2026Q2: 12,806 shares 12,806 $406K 0.07% -1,449 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: 529 shares; 2026Q1: not reported; 2026Q2: 819 shares 819 $406K 0.07% new Timeline GOVT 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: 17,785 shares 17,785 $405K 0.07% new 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: 5,292 shares; 2024Q4: 5,227 shares; 2025Q1: 5,240 shares; 2025Q2: 4,650 shares; 2025Q3: 5,451 shares; 2025Q4: 4,671 shares; 2026Q1: 4,680 shares; 2026Q2: 4,582 shares 4,582 $403K 0.07% -98 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,198 shares; 2025Q1: 1,167 shares; 2025Q2: 1,407 shares; 2025Q3: 1,412 shares; 2025Q4: 1,381 shares; 2026Q1: 1,386 shares; 2026Q2: 1,799 shares 1,799 $401K 0.07% +413 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: 10,385 shares; 2024Q4: 10,398 shares; 2025Q1: 14,015 shares; 2025Q2: 14,031 shares; 2025Q3: 14,046 shares; 2025Q4: 14,060 shares; 2026Q1: 13,295 shares; 2026Q2: 8,286 shares 8,286 $394K 0.07% -5,009 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,458 shares; 2024Q4: 7,458 shares; 2025Q1: 7,458 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 10,135 shares; 2026Q1: 9,610 shares; 2026Q2: 9,110 shares 9,110 $388K 0.07% -500 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: 4,143 shares; 2024Q4: 4,149 shares; 2025Q1: 4,146 shares; 2025Q2: 4,002 shares; 2025Q3: 2,613 shares; 2025Q4: 2,616 shares; 2026Q1: 2,646 shares; 2026Q2: 2,626 shares 2,626 $385K 0.07% -20 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: 2,531 shares; 2024Q4: 2,856 shares; 2025Q1: 2,826 shares; 2025Q2: 3,165 shares; 2025Q3: 3,145 shares; 2025Q4: 2,978 shares; 2026Q1: 2,998 shares; 2026Q2: 2,736 shares 2,736 $370K 0.06% -262 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: 598 shares; 2024Q4: 588 shares; 2025Q1: 636 shares; 2025Q2: 630 shares; 2025Q3: 631 shares; 2025Q4: 613 shares; 2026Q1: 626 shares; 2026Q2: 718 shares 718 $369K 0.06% +92 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: 4,405 shares; 2024Q4: 4,419 shares; 2025Q1: 4,431 shares; 2025Q2: 4,438 shares; 2025Q3: 4,444 shares; 2025Q4: 4,452 shares; 2026Q1: 4,459 shares; 2026Q2: 4,463 shares 4,463 $362K 0.06% +4 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 2,028 shares 2,028 $358K 0.06% new Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 11,367 shares; 2026Q2: 11,367 shares 11,367 $345K 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $334K 0.06% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,714 shares; 2026Q1: 3,714 shares; 2026Q2: 3,714 shares 3,714 $330K 0.06% 0 Timeline L LOEWS CORP More: the full row for LOEWS 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: 2,906 shares 2,906 $329K 0.06% new Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 14,159 shares; 2025Q4: 14,159 shares; 2026Q1: 11,805 shares; 2026Q2: 9,451 shares 9,451 $327K 0.06% -2,354 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,891 shares; 2024Q4: 5,845 shares; 2025Q1: 4,295 shares; 2025Q2: 4,295 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,582 shares; 2026Q2: 4,582 shares 4,582 $326K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: not reported; 2026Q1: 1,949 shares; 2026Q2: 2,575 shares 2,575 $326K 0.06% +626 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: 703 shares; 2024Q4: 1,506 shares; 2025Q1: 1,522 shares; 2025Q2: 1,406 shares; 2025Q3: 1,469 shares; 2025Q4: 1,367 shares; 2026Q1: not reported; 2026Q2: 944 shares 944 $322K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,187 shares; 2026Q2: 9,174 shares 9,174 $319K 0.05% -13 Timeline ICVT 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: 2,176 shares; 2025Q4: not reported; 2026Q1: 2,553 shares; 2026Q2: 2,582 shares 2,582 $314K 0.05% +29 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 759 shares; 2026Q2: 656 shares 656 $314K 0.05% -103 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 752 shares 752 $313K 0.05% -7 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $307K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $300K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 1,243 shares; 2026Q1: not reported; 2026Q2: 1,621 shares 1,621 $300K 0.05% new Timeline TLH 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: 2,337 shares; 2026Q2: 2,969 shares 2,969 $298K 0.05% +632 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $293K 0.05% new Timeline FFIV F5 INC More: the full row for F5 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: 690 shares 690 $287K 0.05% new 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: 7,354 shares; 2024Q4: 6,397 shares; 2025Q1: 5,671 shares; 2025Q2: 5,719 shares; 2025Q3: 5,569 shares; 2025Q4: 5,638 shares; 2026Q1: 5,638 shares; 2026Q2: 4,159 shares 4,159 $285K 0.05% -1,479 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 3,294 shares 3,294 $284K 0.05% +2,745 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 10,950 shares 10,950 $281K 0.05% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,419 shares; 2025Q1: 2,425 shares; 2025Q2: 2,431 shares; 2025Q3: 2,437 shares; 2025Q4: 2,445 shares; 2026Q1: 3,104 shares; 2026Q2: 2,538 shares 2,538 $280K 0.05% -566 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 928 shares 928 $280K 0.05% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,761 shares; 2024Q4: 1,768 shares; 2025Q1: 1,775 shares; 2025Q2: 1,745 shares; 2025Q3: 1,753 shares; 2025Q4: 1,760 shares; 2026Q1: 1,767 shares; 2026Q2: 1,704 shares 1,704 $272K 0.05% -63 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: 4,112 shares; 2024Q4: 4,105 shares; 2025Q1: 4,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,246 shares; 2026Q1: 4,690 shares; 2026Q2: 4,711 shares 4,711 $271K 0.05% +21 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,024 shares; 2026Q2: 1,027 shares 1,027 $268K 0.05% +3 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: 1,397 shares; 2024Q4: 1,256 shares; 2025Q1: 1,288 shares; 2025Q2: 1,259 shares; 2025Q3: 1,269 shares; 2025Q4: 1,272 shares; 2026Q1: 1,434 shares; 2026Q2: 890 shares 890 $267K 0.05% -544 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares; 2025Q2: 1,642 shares; 2025Q3: 1,784 shares; 2025Q4: 1,648 shares; 2026Q1: 1,653 shares; 2026Q2: 958 shares 958 $261K 0.04% -695 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 reported; 2024Q4: 8,777 shares; 2025Q1: 8,766 shares; 2025Q2: 21,771 shares; 2025Q3: 18,376 shares; 2025Q4: 13,003 shares; 2026Q1: 15,264 shares; 2026Q2: 12,294 shares 12,294 $254K 0.04% -2,970 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,423 shares; 2025Q2: 2,253 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,749 shares 2,749 $252K 0.04% new Timeline SOXX 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: 390 shares 390 $250K 0.04% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,857 shares; 2026Q2: 4,995 shares 4,995 $247K 0.04% -1,862 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,364 shares; 2026Q1: not reported; 2026Q2: 2,658 shares 2,658 $244K 0.04% new 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: 1,824 shares; 2025Q3: 1,730 shares; 2025Q4: 1,731 shares; 2026Q1: 1,698 shares; 2026Q2: 1,699 shares 1,699 $243K 0.04% +1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 2,869 shares; 2025Q1: 2,517 shares; 2025Q2: 2,619 shares; 2025Q3: 2,915 shares; 2025Q4: 2,628 shares; 2026Q1: 2,636 shares; 2026Q2: 2,645 shares 2,645 $240K 0.04% +9 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: 4,790 shares; 2024Q4: 4,790 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,786 shares; 2026Q2: 4,786 shares 4,786 $232K 0.04% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,890 shares; 2026Q1: not reported; 2026Q2: 6,890 shares 6,890 $224K 0.04% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 807 shares 807 $223K 0.04% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 20,932 shares; 2026Q1: 19,555 shares; 2026Q2: 19,555 shares 19,555 $215K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS 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: 297 shares 297 $215K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 798 shares 798 $215K 0.04% new Timeline XLP 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: not reported; 2024Q4: not reported; 2025Q1: 2,571 shares; 2025Q2: 2,689 shares; 2025Q3: 2,799 shares; 2025Q4: 2,810 shares; 2026Q1: 2,752 shares; 2026Q2: 2,547 shares 2,547 $212K 0.04% -205 Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,531 shares 4,531 $211K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,576 shares 2,576 $209K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,018 shares; 2025Q1: 1,020 shares; 2025Q2: 1,021 shares; 2025Q3: 1,023 shares; 2025Q4: 1,025 shares; 2026Q1: not reported; 2026Q2: 1,325 shares 1,325 $208K 0.04% 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: 846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares; 2026Q2: 684 shares 684 $207K 0.04% -214 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,449 shares 2,449 $207K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 5,941 shares 5,941 $207K 0.04% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 964 shares 964 $206K 0.04% new Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 5,266 shares 5,266 $202K 0.03% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 12,903 shares 12,903 $152K 0.03% new Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,325 shares; 2024Q4: 10,325 shares; 2025Q1: 19,025 shares; 2025Q2: 19,025 shares; 2025Q3: 19,025 shares; 2025Q4: 19,025 shares; 2026Q1: 19,025 shares; 2026Q2: 19,025 shares 19,025 $24.4K <0.01% 0 Timeline RVP RETRACTABLE TECHNOLOGIES INC More: the full row for RETRACTABLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $13.7K <0.01% 0 Timeline PBK POWERBANK CORP More: the full row for POWERBANK 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $10.3K <0.01% 0 Timeline