FLTR 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: 74,955 shares; 2024Q4: 477,625 shares; 2025Q1: 1,045,905 shares; 2025Q2: 1,082,442 shares; 2025Q3: 1,363,002 shares; 2025Q4: 1,412,133 shares; 2026Q1: 1,437,428 shares; 2026Q2: 1,526,730 shares 1,526,730 $39.1M 9.08% +89,302 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: 9,227 shares; 2024Q4: 97,815 shares; 2025Q1: 98,038 shares; 2025Q2: 100,561 shares; 2025Q3: 96,602 shares; 2025Q4: 94,988 shares; 2026Q1: 84,815 shares; 2026Q2: 79,779 shares 79,779 $34.6M 8.03% -5,036 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: 83,957 shares; 2024Q4: 83,879 shares; 2025Q1: 82,011 shares; 2025Q2: 81,834 shares; 2025Q3: 81,980 shares; 2025Q4: 81,621 shares; 2026Q1: 80,733 shares; 2026Q2: 81,015 shares 81,015 $23.4M 5.45% +282 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: 97,617 shares; 2024Q4: 99,963 shares; 2025Q1: 101,707 shares; 2025Q2: 102,698 shares; 2025Q3: 101,008 shares; 2025Q4: 102,197 shares; 2026Q1: 100,421 shares; 2026Q2: 97,999 shares 97,999 $23.2M 5.39% -2,422 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: 23,225 shares; 2024Q4: 23,322 shares; 2025Q1: 23,332 shares; 2025Q2: 23,998 shares; 2025Q3: 23,496 shares; 2025Q4: 23,240 shares; 2026Q1: 21,794 shares; 2026Q2: 20,753 shares 20,753 $22.1M 5.13% -1,041 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,500 shares; 2025Q2: 102,082 shares; 2025Q3: 186,481 shares; 2025Q4: 261,781 shares; 2026Q1: 397,835 shares; 2026Q2: 400,512 shares 400,512 $20.2M 4.7% +2,677 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,415 shares; 2024Q4: 99,517 shares; 2025Q1: 107,151 shares; 2025Q2: 112,578 shares; 2025Q3: 119,392 shares; 2025Q4: 126,346 shares; 2026Q1: 140,223 shares; 2026Q2: 142,253 shares 142,253 $17.3M 4.01% +2,030 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: 22,840 shares; 2024Q4: 23,439 shares; 2025Q1: 23,290 shares; 2025Q2: 23,636 shares; 2025Q3: 23,216 shares; 2025Q4: 23,493 shares; 2026Q1: 22,966 shares; 2026Q2: 22,272 shares 22,272 $16.7M 3.88% -694 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: 25,544 shares; 2024Q4: 26,465 shares; 2025Q1: 28,463 shares; 2025Q2: 29,230 shares; 2025Q3: 29,316 shares; 2025Q4: 29,769 shares; 2026Q1: 30,090 shares; 2026Q2: 184,020 shares 184,020 $15.9M 3.68% +153,930 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: 115,808 shares; 2024Q4: 119,554 shares; 2025Q1: 118,227 shares; 2025Q2: 119,698 shares; 2025Q3: 120,041 shares; 2025Q4: 119,896 shares; 2026Q1: 118,792 shares; 2026Q2: 118,746 shares 118,746 $13.9M 3.24% -46 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: 40,084 shares; 2024Q4: 40,288 shares; 2025Q1: 39,845 shares; 2025Q2: 39,953 shares; 2025Q3: 39,311 shares; 2025Q4: 38,526 shares; 2026Q1: 37,989 shares; 2026Q2: 38,487 shares 38,487 $12.6M 2.93% +498 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: 19,391 shares; 2024Q4: 23,115 shares; 2025Q1: 26,089 shares; 2025Q2: 27,594 shares; 2025Q3: 30,196 shares; 2025Q4: 33,173 shares; 2026Q1: 38,409 shares; 2026Q2: 40,231 shares 40,231 $12.3M 2.86% +1,822 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: 40,773 shares; 2024Q4: 35,496 shares; 2025Q1: 43,698 shares; 2025Q2: 44,908 shares; 2025Q3: 44,920 shares; 2025Q4: 45,612 shares; 2026Q1: 44,858 shares; 2026Q2: 45,145 shares 45,145 $11.8M 2.73% +287 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: 181,148 shares; 2024Q4: 185,066 shares; 2025Q1: 182,758 shares; 2025Q2: 185,479 shares; 2025Q3: 184,547 shares; 2025Q4: 186,029 shares; 2026Q1: 185,536 shares; 2026Q2: 191,667 shares 191,667 $10.9M 2.54% +6,131 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,525 shares; 2024Q4: 91,716 shares; 2025Q1: 119,046 shares; 2025Q2: 122,895 shares; 2025Q3: 125,926 shares; 2025Q4: 127,726 shares; 2026Q1: 129,508 shares; 2026Q2: 130,511 shares 130,511 $10.9M 2.53% +1,003 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: 37,389 shares; 2024Q4: 32,853 shares; 2025Q1: 39,475 shares; 2025Q2: 40,755 shares; 2025Q3: 40,961 shares; 2025Q4: 41,493 shares; 2026Q1: 40,881 shares; 2026Q2: 41,754 shares 41,754 $10.6M 2.46% +873 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: 23,022 shares; 2024Q4: 23,805 shares; 2025Q1: 23,790 shares; 2025Q2: 24,807 shares; 2025Q3: 25,682 shares; 2025Q4: 26,062 shares; 2026Q1: 25,979 shares; 2026Q2: 26,906 shares 26,906 $9.74M 2.26% +927 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: 20,932 shares; 2024Q4: 21,671 shares; 2025Q1: 21,501 shares; 2025Q2: 21,776 shares; 2025Q3: 21,623 shares; 2025Q4: 22,235 shares; 2026Q1: 23,635 shares; 2026Q2: 25,649 shares 25,649 $9.57M 2.22% +2,014 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: 99,814 shares; 2024Q4: 103,488 shares; 2025Q1: 108,543 shares; 2025Q2: 111,965 shares; 2025Q3: 112,424 shares; 2025Q4: 116,197 shares; 2026Q1: 120,426 shares; 2026Q2: 120,396 shares 120,396 $9.14M 2.12% -30 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: 3,354 shares; 2024Q4: 3,377 shares; 2025Q1: 3,104 shares; 2025Q2: 3,094 shares; 2025Q3: 3,170 shares; 2025Q4: 3,188 shares; 2026Q1: 3,172 shares; 2026Q2: 36,152 shares 36,152 $9.1M 2.11% +32,980 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: 19,496 shares; 2024Q4: 20,007 shares; 2025Q1: 20,901 shares; 2025Q2: 21,761 shares; 2025Q3: 21,565 shares; 2025Q4: 21,356 shares; 2026Q1: 22,153 shares; 2026Q2: 23,828 shares 23,828 $8.4M 1.95% +1,675 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,638 shares; 2026Q2: 68,243 shares 68,243 $8.39M 1.95% +65,605 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: 17,050 shares; 2024Q4: 19,187 shares; 2025Q1: 21,002 shares; 2025Q2: 22,932 shares; 2025Q3: 24,642 shares; 2025Q4: 25,878 shares; 2026Q1: 31,948 shares; 2026Q2: 34,710 shares 34,710 $6.41M 1.49% +2,762 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,539 shares; 2025Q3: 44,987 shares; 2025Q4: 45,981 shares; 2026Q1: 48,499 shares; 2026Q2: 52,875 shares 52,875 $5.66M 1.31% +4,376 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: 15,968 shares; 2024Q4: 17,805 shares; 2025Q1: 18,000 shares; 2025Q2: 18,163 shares; 2025Q3: 17,839 shares; 2025Q4: 17,858 shares; 2026Q1: 17,559 shares; 2026Q2: 18,208 shares 18,208 $4.34M 1.01% +649 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: 16,609 shares; 2024Q4: 16,832 shares; 2025Q1: 17,770 shares; 2025Q2: 18,740 shares; 2025Q3: 19,323 shares; 2025Q4: 19,401 shares; 2026Q1: 20,959 shares; 2026Q2: 21,620 shares 21,620 $4.33M 1.01% +661 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 8,150 shares 8,150 $4.15M 0.96% new 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: 8,529 shares; 2024Q4: 8,594 shares; 2025Q1: 9,014 shares; 2025Q2: 9,002 shares; 2025Q3: 9,017 shares; 2025Q4: 9,153 shares; 2026Q1: 9,488 shares; 2026Q2: 9,976 shares 9,976 $3.57M 0.83% +488 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: 13,453 shares; 2024Q4: 14,770 shares; 2025Q1: 16,500 shares; 2025Q2: 18,418 shares; 2025Q3: 18,126 shares; 2025Q4: 18,231 shares; 2026Q1: 18,372 shares; 2026Q2: 18,758 shares 18,758 $2.63M 0.61% +386 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: 15,076 shares; 2024Q4: 15,156 shares; 2025Q1: 15,240 shares; 2025Q2: 15,312 shares; 2025Q3: 13,451 shares; 2025Q4: 13,501 shares; 2026Q1: 13,605 shares; 2026Q2: 13,612 shares 13,612 $2.58M 0.6% +7 Timeline CLOI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,855 shares 33,855 $1.79M 0.42% new 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: 6,539 shares; 2024Q4: 6,689 shares; 2025Q1: 7,474 shares; 2025Q2: 8,109 shares; 2025Q3: 9,597 shares; 2025Q4: 9,720 shares; 2026Q1: 10,396 shares; 2026Q2: 10,458 shares 10,458 $1.73M 0.4% +62 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: 1,935 shares; 2024Q4: 1,931 shares; 2025Q1: 1,985 shares; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,140 shares; 2026Q1: 2,653 shares; 2026Q2: 2,770 shares 2,770 $1.56M 0.36% +117 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: 12,038 shares; 2024Q4: 12,075 shares; 2025Q1: 14,147 shares; 2025Q2: 14,994 shares; 2025Q3: 14,936 shares; 2025Q4: 15,479 shares; 2026Q1: 15,278 shares; 2026Q2: 15,934 shares 15,934 $1.47M 0.34% +656 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: 1,405 shares; 2024Q4: 1,402 shares; 2025Q1: 1,403 shares; 2025Q2: 1,418 shares; 2025Q3: 1,190 shares; 2025Q4: 1,191 shares; 2026Q1: 1,196 shares; 2026Q2: 1,153 shares 1,153 $1.38M 0.32% -43 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,071 shares; 2024Q4: 31,001 shares; 2025Q1: 29,688 shares; 2025Q2: 29,026 shares; 2025Q3: 27,324 shares; 2025Q4: 26,178 shares; 2026Q1: 24,371 shares; 2026Q2: 25,341 shares 25,341 $1.28M 0.3% +970 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,236 shares; 2024Q4: 5,260 shares; 2025Q1: 5,281 shares; 2025Q2: 5,301 shares; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,348 shares; 2026Q2: 5,361 shares 5,361 $1.27M 0.3% +13 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: 12,039 shares; 2024Q4: 45,744 shares; 2025Q1: 42,976 shares; 2025Q2: 42,992 shares; 2025Q3: 40,219 shares; 2025Q4: 39,940 shares; 2026Q1: 37,886 shares; 2026Q2: 37,125 shares 37,125 $1.26M 0.29% -761 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 4,133 shares; 2025Q1: 4,483 shares; 2025Q2: 5,165 shares; 2025Q3: 5,188 shares; 2025Q4: 5,263 shares; 2026Q1: 5,195 shares; 2026Q2: 5,244 shares 5,244 $1.14M 0.26% +49 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,963 shares 20,963 $1.1M 0.25% new 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: 1,219 shares; 2024Q4: 1,197 shares; 2025Q1: 1,152 shares; 2025Q2: 1,132 shares; 2025Q3: 1,134 shares; 2025Q4: 1,135 shares; 2026Q1: 1,136 shares; 2026Q2: 1,138 shares 1,138 $1.06M 0.25% +2 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,358 shares; 2025Q1: 4,306 shares; 2025Q2: 4,310 shares; 2025Q3: 4,278 shares; 2025Q4: 4,278 shares; 2026Q1: 4,281 shares; 2026Q2: 4,284 shares 4,284 $1.04M 0.24% +3 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: 9,633 shares; 2024Q4: 26,289 shares; 2025Q1: 24,258 shares; 2025Q2: 23,780 shares; 2025Q3: 27,793 shares; 2025Q4: 28,628 shares; 2026Q1: 31,272 shares; 2026Q2: 32,397 shares 32,397 $1.03M 0.24% +1,125 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,978 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,862 shares; 2026Q2: 1,737 shares 1,737 $1.01M 0.23% -125 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 767 shares; 2024Q4: 822 shares; 2025Q1: 943 shares; 2025Q2: 1,048 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,144 shares; 2026Q2: 1,287 shares 1,287 $982K 0.23% +143 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: 737 shares; 2024Q4: 744 shares; 2025Q1: 1,181 shares; 2025Q2: 1,333 shares; 2025Q3: 1,314 shares; 2025Q4: 1,324 shares; 2026Q1: 1,325 shares; 2026Q2: 1,308 shares 1,308 $963K 0.22% -17 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,373 shares; 2024Q4: 13,510 shares; 2025Q1: 13,840 shares; 2025Q2: 14,327 shares; 2025Q3: 15,636 shares; 2025Q4: 15,636 shares; 2026Q1: 15,783 shares; 2026Q2: 15,938 shares 15,938 $963K 0.22% +155 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: 8,438 shares; 2024Q4: 8,438 shares; 2025Q1: 8,328 shares; 2025Q2: 8,096 shares; 2025Q3: 8,019 shares; 2025Q4: 8,019 shares; 2026Q1: 8,112 shares; 2026Q2: 8,114 shares 8,114 $919K 0.21% +2 Timeline VBK 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: 1,936 shares; 2024Q4: 2,097 shares; 2025Q1: 2,099 shares; 2025Q2: 2,186 shares; 2025Q3: 2,192 shares; 2025Q4: 2,308 shares; 2026Q1: 2,449 shares; 2026Q2: 2,451 shares 2,451 $896K 0.21% +2 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: 4,033 shares; 2024Q4: 4,017 shares; 2025Q1: 4,231 shares; 2025Q2: 4,297 shares; 2025Q3: 4,567 shares; 2025Q4: 4,591 shares; 2026Q1: 4,956 shares; 2026Q2: 5,145 shares 5,145 $813K 0.19% +189 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: 2,220 shares; 2024Q4: 2,170 shares; 2025Q1: 2,171 shares; 2025Q2: 2,148 shares; 2025Q3: 2,094 shares; 2025Q4: 4,137 shares; 2026Q1: 3,854 shares; 2026Q2: 3,793 shares 3,793 $723K 0.17% -61 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,723 shares; 2024Q4: 4,728 shares; 2025Q1: 5,102 shares; 2025Q2: 5,936 shares; 2025Q3: 6,944 shares; 2025Q4: 6,979 shares; 2026Q1: 7,586 shares; 2026Q2: 7,625 shares 7,625 $700K 0.16% +39 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: 2,938 shares; 2024Q4: 2,933 shares; 2025Q1: 2,508 shares; 2025Q2: 2,564 shares; 2025Q3: 2,728 shares; 2025Q4: 3,136 shares; 2026Q1: 3,245 shares; 2026Q2: 3,204 shares 3,204 $682K 0.16% -41 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: 1,954 shares; 2024Q4: 1,955 shares; 2025Q1: 1,946 shares; 2025Q2: 1,874 shares; 2025Q3: 1,871 shares; 2025Q4: 1,809 shares; 2026Q1: 1,810 shares; 2026Q2: 1,812 shares 1,812 $677K 0.16% +2 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: 778 shares; 2024Q4: 1,054 shares; 2025Q1: 1,183 shares; 2025Q2: 1,463 shares; 2025Q3: 1,449 shares; 2025Q4: 1,529 shares; 2026Q1: 1,609 shares; 2026Q2: 1,609 shares 1,609 $677K 0.16% 0 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: 740 shares; 2024Q4: 754 shares; 2025Q1: 753 shares; 2025Q2: 757 shares; 2025Q3: 729 shares; 2025Q4: 7,285 shares; 2026Q1: 8,409 shares; 2026Q2: 8,676 shares 8,676 $619K 0.14% +267 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: 1,561 shares; 2024Q4: 1,716 shares; 2025Q1: 1,610 shares; 2025Q2: 1,638 shares; 2025Q3: 1,700 shares; 2025Q4: 1,694 shares; 2026Q1: 1,632 shares; 2026Q2: 1,656 shares 1,656 $613K 0.14% +24 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: 2,536 shares; 2024Q4: 2,540 shares; 2025Q1: 2,575 shares; 2025Q2: 2,335 shares; 2025Q3: 2,274 shares; 2025Q4: 2,280 shares; 2026Q1: 2,305 shares; 2026Q2: 2,508 shares 2,508 $608K 0.14% +203 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: 4,930 shares; 2024Q4: 4,915 shares; 2025Q1: 4,920 shares; 2025Q2: 4,914 shares; 2025Q3: 4,868 shares; 2025Q4: 4,785 shares; 2026Q1: 4,634 shares; 2026Q2: 4,397 shares 4,397 $605K 0.14% -237 Timeline SPYG 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: 5,216 shares; 2024Q4: 5,223 shares; 2025Q1: 5,227 shares; 2025Q2: 5,231 shares; 2025Q3: 4,934 shares; 2025Q4: 4,749 shares; 2026Q1: 4,752 shares; 2026Q2: 4,901 shares 4,901 $583K 0.14% +149 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: 962 shares; 2024Q4: 966 shares; 2025Q1: 1,029 shares; 2025Q2: 1,045 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $571K 0.13% 0 Timeline VEU 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 reported; 2024Q4: 4,131 shares; 2025Q1: 4,131 shares; 2025Q2: 4,133 shares; 2025Q3: 4,135 shares; 2025Q4: 5,521 shares; 2026Q1: 6,569 shares; 2026Q2: 6,582 shares 6,582 $551K 0.13% +13 Timeline FDN 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: 2,087 shares; 2024Q4: 2,082 shares; 2025Q1: 2,084 shares; 2025Q2: 2,089 shares; 2025Q3: 2,033 shares; 2025Q4: 1,954 shares; 2026Q1: 1,897 shares; 2026Q2: 1,999 shares 1,999 $529K 0.12% +102 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: 1,095 shares; 2025Q3: 1,103 shares; 2025Q4: 1,105 shares; 2026Q1: 2,102 shares; 2026Q2: 1,385 shares 1,385 $523K 0.12% -717 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: 459 shares; 2025Q3: 457 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $520K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,192 shares; 2026Q1: not reported; 2026Q2: 1,392 shares 1,392 $475K 0.11% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 3,710 shares; 2025Q1: 3,675 shares; 2025Q2: 4,953 shares; 2025Q3: 4,887 shares; 2025Q4: 4,899 shares; 2026Q1: 4,910 shares; 2026Q2: 4,932 shares 4,932 $472K 0.11% +22 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 reported; 2024Q4: 1,194 shares; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,212 shares; 2025Q4: 1,213 shares; 2026Q1: 1,263 shares; 2026Q2: 1,278 shares 1,278 $452K 0.1% +15 Timeline SPTM 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: 6,122 shares; 2024Q4: 6,141 shares; 2025Q1: 6,157 shares; 2025Q2: 6,111 shares; 2025Q3: 5,799 shares; 2025Q4: 5,578 shares; 2026Q1: 4,710 shares; 2026Q2: 4,681 shares 4,681 $425K 0.1% -29 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,788 shares; 2025Q3: 2,782 shares; 2025Q4: 2,791 shares; 2026Q1: 5,089 shares; 2026Q2: 5,073 shares 5,073 $419K 0.1% -16 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,961 shares 2,961 $413K 0.1% new 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: 1,312 shares; 2024Q4: 1,272 shares; 2025Q1: 1,288 shares; 2025Q2: 1,232 shares; 2025Q3: 1,222 shares; 2025Q4: 1,224 shares; 2026Q1: 837 shares; 2026Q2: 1,203 shares 1,203 $413K 0.1% +366 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 reported; 2024Q4: 1,641 shares; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 1,716 shares; 2025Q4: 1,518 shares; 2026Q1: 1,920 shares; 2026Q2: 1,952 shares 1,952 $408K 0.09% +32 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,677 shares; 2025Q3: 4,227 shares; 2025Q4: 4,239 shares; 2026Q1: 4,920 shares; 2026Q2: 4,412 shares 4,412 $396K 0.09% -508 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: 9,231 shares; 2024Q4: 9,260 shares; 2025Q1: 8,706 shares; 2025Q2: 8,134 shares; 2025Q3: 8,417 shares; 2025Q4: 7,934 shares; 2026Q1: 7,021 shares; 2026Q2: 7,216 shares 7,216 $387K 0.09% +195 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 367 shares; 2025Q4: 368 shares; 2026Q1: 370 shares; 2026Q2: 377 shares 377 $381K 0.09% +7 Timeline MGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,343 shares; 2025Q4: 1,345 shares; 2026Q1: 929 shares; 2026Q2: 4,316 shares 4,316 $379K 0.09% +3,387 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,897 shares; 2024Q4: 14,512 shares; 2025Q1: 13,962 shares; 2025Q2: 13,759 shares; 2025Q3: 12,955 shares; 2025Q4: 12,992 shares; 2026Q1: 12,658 shares; 2026Q2: 12,689 shares 12,689 $373K 0.09% +31 Timeline SMH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,296 shares; 2026Q2: 553 shares 553 $363K 0.08% -743 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,634 shares; 2025Q3: 2,534 shares; 2025Q4: 3,034 shares; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $361K 0.08% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,936 shares; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,785 shares; 2026Q1: 4,241 shares; 2026Q2: 4,873 shares 4,873 $352K 0.08% +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: 758 shares 758 $327K 0.08% new 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: 2,987 shares; 2024Q4: 2,999 shares; 2025Q1: 1,356 shares; 2025Q2: 1,360 shares; 2025Q3: 1,410 shares; 2025Q4: 1,415 shares; 2026Q1: 1,419 shares; 2026Q2: 1,424 shares 1,424 $314K 0.07% +5 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 8,556 shares; 2025Q1: 9,062 shares; 2025Q2: 8,705 shares; 2025Q3: 8,581 shares; 2025Q4: 8,611 shares; 2026Q1: 8,620 shares; 2026Q2: 8,640 shares 8,640 $312K 0.07% +20 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: 6,464 shares; 2024Q4: 6,469 shares; 2025Q1: not reported; 2025Q2: 6,483 shares; 2025Q3: 6,428 shares; 2025Q4: 6,433 shares; 2026Q1: 6,439 shares; 2026Q2: 6,444 shares 6,444 $306K 0.07% +5 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $295K 0.07% 0 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: 921 shares 921 $278K 0.06% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,507 shares; 2025Q1: 1,513 shares; 2025Q2: 1,484 shares; 2025Q3: 1,487 shares; 2025Q4: 1,482 shares; 2026Q1: 1,549 shares; 2026Q2: 1,879 shares 1,879 $275K 0.06% +330 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: 359 shares; 2024Q4: 359 shares; 2025Q1: 363 shares; 2025Q2: 358 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 367 shares 367 $274K 0.06% +8 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 reported; 2024Q4: not reported; 2025Q1: 2,858 shares; 2025Q2: 2,963 shares; 2025Q3: 3,155 shares; 2025Q4: 3,167 shares; 2026Q1: 3,224 shares; 2026Q2: 3,237 shares 3,237 $263K 0.06% +13 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: 2,602 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,013 shares; 2025Q4: 2,930 shares; 2026Q1: 2,935 shares; 2026Q2: 2,910 shares 2,910 $255K 0.06% -25 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 799 shares; 2026Q2: 803 shares 803 $255K 0.06% +4 Timeline PRFZ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,386 shares; 2026Q1: 4,396 shares; 2026Q2: 4,404 shares 4,404 $246K 0.06% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 473 shares; 2025Q4: 503 shares; 2026Q1: not reported; 2026Q2: 358 shares 358 $246K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 656 shares; 2025Q3: 657 shares; 2025Q4: 658 shares; 2026Q1: 691 shares; 2026Q2: 725 shares 725 $245K 0.06% +34 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: 5,116 shares; 2024Q4: 6,087 shares; 2025Q1: 5,733 shares; 2025Q2: 5,674 shares; 2025Q3: 5,385 shares; 2025Q4: 5,407 shares; 2026Q1: 5,468 shares; 2026Q2: 5,750 shares 5,750 $243K 0.06% +282 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,393 shares 2,393 $241K 0.06% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 939 shares 939 $240K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 671 shares; 2025Q4: 669 shares; 2026Q1: 779 shares; 2026Q2: 876 shares 876 $237K 0.06% +97 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 243 shares; 2026Q2: 244 shares 244 $234K 0.05% +1 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2026Q2: 2,345 shares 2,345 $231K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,791 shares; 2026Q2: 1,794 shares 1,794 $231K 0.05% +3 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 670 shares 670 $224K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 710 shares; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $224K 0.05% 0 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: 788 shares 788 $218K 0.05% new 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: 2,536 shares; 2024Q4: 2,500 shares; 2025Q1: 2,544 shares; 2025Q2: 2,544 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares; 2026Q1: 2,257 shares; 2026Q2: 2,255 shares 2,255 $217K 0.05% -2 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: 2,615 shares; 2026Q1: 2,617 shares; 2026Q2: 2,619 shares 2,619 $213K 0.05% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,762 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares; 2026Q2: 1,806 shares 1,806 $209K 0.05% 0 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 2,451 shares 2,451 $209K 0.05% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR 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: 8,275 shares; 2026Q2: 7,476 shares 7,476 $206K 0.05% -799 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,603 shares; 2026Q2: 1,605 shares 1,605 $203K 0.05% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,019 shares 4,019 $200K 0.05% new Timeline