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: 23,603 shares; 2024Q4: 24,319 shares; 2025Q1: 24,531 shares; 2025Q2: 26,696 shares; 2025Q3: 26,830 shares; 2025Q4: 25,798 shares; 2026Q1: 26,552 shares; 2026Q2: 26,940 shares 26,940 $20.1M 5.84% +388 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,548 shares; 2024Q4: 126,020 shares; 2025Q1: 85,629 shares; 2025Q2: 71,619 shares; 2025Q3: 87,770 shares; 2025Q4: 92,910 shares; 2026Q1: 111,461 shares; 2026Q2: 148,721 shares 148,721 $13.6M 3.96% +37,260 Timeline 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: 54,178 shares; 2024Q4: 57,200 shares; 2025Q1: 59,528 shares; 2025Q2: 58,983 shares; 2025Q3: 60,710 shares; 2025Q4: 60,247 shares; 2026Q1: 60,972 shares; 2026Q2: 61,252 shares 61,252 $13.3M 3.87% +280 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: 157,478 shares; 2024Q4: 156,487 shares; 2025Q1: 153,218 shares; 2025Q2: 152,376 shares; 2025Q3: 149,810 shares; 2025Q4: 152,552 shares; 2026Q1: 140,037 shares; 2026Q2: 138,684 shares 138,684 $12.6M 3.65% -1,353 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: 13,056 shares; 2024Q4: 12,038 shares; 2025Q1: 11,970 shares; 2025Q2: 14,461 shares; 2025Q3: 14,533 shares; 2025Q4: 14,308 shares; 2026Q1: 14,614 shares; 2026Q2: 14,671 shares 14,671 $10.8M 3.14% +57 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,818 shares; 2024Q4: 43,938 shares; 2025Q1: 47,400 shares; 2025Q2: 48,932 shares; 2025Q3: 50,333 shares; 2025Q4: 50,063 shares; 2026Q1: 51,605 shares; 2026Q2: 51,198 shares 51,198 $7.59M 2.2% -407 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: 9,073 shares; 2024Q4: 9,507 shares; 2025Q1: 10,057 shares; 2025Q2: 10,052 shares; 2025Q3: 10,320 shares; 2025Q4: 10,387 shares; 2026Q1: 10,588 shares; 2026Q2: 10,704 shares 10,704 $7.53M 2.19% +116 Timeline FTSM 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: 31,523 shares; 2024Q4: 31,679 shares; 2025Q1: 33,055 shares; 2025Q2: 98,733 shares; 2025Q3: 55,909 shares; 2025Q4: not reported; 2026Q1: 22,116 shares; 2026Q2: 97,797 shares 97,797 $5.84M 1.7% +75,681 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: 6,407 shares; 2024Q4: 6,187 shares; 2025Q1: 6,278 shares; 2025Q2: 6,243 shares; 2025Q3: 6,319 shares; 2025Q4: 6,472 shares; 2026Q1: 6,926 shares; 2026Q2: 15,319 shares 15,319 $5.71M 1.66% +8,393 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: 16,922 shares; 2024Q4: 17,678 shares; 2025Q1: 18,744 shares; 2025Q2: 16,243 shares; 2025Q3: 18,191 shares; 2025Q4: 19,774 shares; 2026Q1: 19,828 shares; 2026Q2: 18,601 shares 18,601 $5.38M 1.56% -1,227 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: 20,877 shares; 2024Q4: 24,693 shares; 2025Q1: 29,607 shares; 2025Q2: 29,292 shares; 2025Q3: 29,698 shares; 2025Q4: 30,440 shares; 2026Q1: 25,667 shares; 2026Q2: 24,079 shares 24,079 $4.82M 1.4% -1,588 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,398 shares; 2024Q4: 54,167 shares; 2025Q1: 57,396 shares; 2025Q2: 58,507 shares; 2025Q3: 54,619 shares; 2025Q4: 56,930 shares; 2026Q1: 61,199 shares; 2026Q2: 63,792 shares 63,792 $4.78M 1.39% +2,593 Timeline RDVI 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: 113,044 shares; 2024Q4: 121,556 shares; 2025Q1: 130,685 shares; 2025Q2: 132,218 shares; 2025Q3: 136,414 shares; 2025Q4: 146,702 shares; 2026Q1: 158,181 shares; 2026Q2: 160,757 shares 160,757 $4.73M 1.37% +2,576 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: 29,190 shares; 2024Q4: 29,663 shares; 2025Q1: 28,896 shares; 2025Q2: 29,703 shares; 2025Q3: 29,649 shares; 2025Q4: 29,345 shares; 2026Q1: 27,972 shares; 2026Q2: 28,498 shares 28,498 $4.72M 1.37% +526 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,959 shares 33,959 $4.67M 1.36% new Timeline SPDW 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: 102,533 shares; 2024Q4: 61,799 shares; 2025Q1: 61,452 shares; 2025Q2: 74,289 shares; 2025Q3: 74,739 shares; 2025Q4: 78,785 shares; 2026Q1: 89,680 shares; 2026Q2: 92,587 shares 92,587 $4.67M 1.35% +2,907 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: 8,036 shares; 2024Q4: 7,121 shares; 2025Q1: 7,293 shares; 2025Q2: 7,249 shares; 2025Q3: 6,031 shares; 2025Q4: 5,769 shares; 2026Q1: 4,498 shares; 2026Q2: 4,359 shares 4,359 $4.64M 1.35% -139 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,816 shares; 2025Q3: 60,080 shares; 2025Q4: 60,926 shares; 2026Q1: 84,699 shares; 2026Q2: 86,680 shares 86,680 $4.63M 1.34% +1,981 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: 5,783 shares; 2024Q4: 21,268 shares; 2025Q1: 18,449 shares; 2025Q2: 18,754 shares; 2025Q3: 18,847 shares; 2025Q4: 17,688 shares; 2026Q1: 18,242 shares; 2026Q2: 18,392 shares 18,392 $4.63M 1.34% +150 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,835 shares; 2024Q4: 183,845 shares; 2025Q1: 183,883 shares; 2025Q2: 126,965 shares; 2025Q3: 131,331 shares; 2025Q4: 129,112 shares; 2026Q1: 131,499 shares; 2026Q2: 132,834 shares 132,834 $4.6M 1.33% +1,335 Timeline SDVD 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: 96,131 shares; 2024Q4: 105,599 shares; 2025Q1: 116,328 shares; 2025Q2: 120,915 shares; 2025Q3: 125,720 shares; 2025Q4: 167,477 shares; 2026Q1: 179,779 shares; 2026Q2: 186,523 shares 186,523 $4.31M 1.25% +6,744 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,448 shares; 2024Q4: 71,894 shares; 2025Q1: 73,773 shares; 2025Q2: 74,030 shares; 2025Q3: 73,637 shares; 2025Q4: 77,525 shares; 2026Q1: 63,742 shares; 2026Q2: 62,931 shares 62,931 $4.25M 1.23% -811 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,708 shares; 2026Q1: 44,066 shares; 2026Q2: 45,007 shares 45,007 $4.14M 1.2% +941 Timeline SPSM 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: 45,784 shares; 2024Q4: 57,554 shares; 2025Q1: 60,621 shares; 2025Q2: 49,486 shares; 2025Q3: 48,888 shares; 2025Q4: 50,323 shares; 2026Q1: 72,176 shares; 2026Q2: 71,610 shares 71,610 $4.13M 1.2% -566 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,788 shares; 2024Q4: 88,926 shares; 2025Q1: 98,551 shares; 2025Q2: 99,445 shares; 2025Q3: 99,867 shares; 2025Q4: 104,611 shares; 2026Q1: 108,972 shares; 2026Q2: 89,763 shares 89,763 $3.99M 1.16% -19,209 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,019 shares; 2025Q1: 31,775 shares; 2025Q2: 39,930 shares; 2025Q3: 38,621 shares; 2025Q4: 60,696 shares; 2026Q1: 74,326 shares; 2026Q2: 75,562 shares 75,562 $3.82M 1.11% +1,236 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,930 shares; 2025Q4: 28,470 shares; 2026Q1: 27,186 shares; 2026Q2: 26,711 shares 26,711 $3.74M 1.09% -475 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: 9,912 shares; 2025Q4: 5,790 shares; 2026Q1: 7,328 shares; 2026Q2: 3,234 shares 3,234 $3.73M 1.08% -4,094 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,738 shares; 2024Q4: 61,152 shares; 2025Q1: 14,078 shares; 2025Q2: 6,796 shares; 2025Q3: 13,342 shares; 2025Q4: 9,500 shares; 2026Q1: 8,055 shares; 2026Q2: 73,729 shares 73,729 $3.71M 1.08% +65,674 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: 14,993 shares; 2024Q4: 14,351 shares; 2025Q1: 11,507 shares; 2025Q2: 11,410 shares; 2025Q3: 11,179 shares; 2025Q4: 10,959 shares; 2026Q1: 10,920 shares; 2026Q2: 11,024 shares 11,024 $3.61M 1.05% +104 Timeline IVE 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: 15,864 shares 15,864 $3.6M 1.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,038 shares 3,038 $3.57M 1.04% new Timeline RSPN 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: 57,200 shares; 2024Q4: 58,921 shares; 2025Q1: 58,512 shares; 2025Q2: 57,752 shares; 2025Q3: 59,066 shares; 2025Q4: 58,459 shares; 2026Q1: 53,321 shares; 2026Q2: 54,724 shares 54,724 $3.5M 1.02% +1,403 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: 957 shares; 2026Q1: 958 shares; 2026Q2: 4,785 shares 4,785 $3.46M 1% +3,827 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 30,761 shares; 2025Q3: 30,557 shares; 2025Q4: 30,265 shares; 2026Q1: 28,946 shares; 2026Q2: 28,872 shares 28,872 $3.32M 0.96% -74 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 9,358 shares 9,358 $3.28M 0.95% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 6,133 shares; 2025Q4: 12,886 shares; 2026Q1: 5,784 shares; 2026Q2: 13,439 shares 13,439 $3.2M 0.93% +7,655 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,024 shares; 2025Q3: 15,249 shares; 2025Q4: 15,113 shares; 2026Q1: 15,292 shares; 2026Q2: 15,108 shares 15,108 $3.2M 0.93% -184 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: 10,306 shares; 2024Q4: 15,285 shares; 2025Q1: 14,094 shares; 2025Q2: 7,774 shares; 2025Q3: 7,292 shares; 2025Q4: 6,725 shares; 2026Q1: 6,424 shares; 2026Q2: 6,353 shares 6,353 $3.03M 0.88% -71 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 6,815 shares; 2025Q1: 6,964 shares; 2025Q2: 6,024 shares; 2025Q3: 6,043 shares; 2025Q4: 6,022 shares; 2026Q1: 6,085 shares; 2026Q2: 6,087 shares 6,087 $2.99M 0.87% +2 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,464 shares; 2024Q4: 67,920 shares; 2025Q1: 65,851 shares; 2025Q2: 66,876 shares; 2025Q3: 70,221 shares; 2025Q4: 72,080 shares; 2026Q1: 72,468 shares; 2026Q2: 56,796 shares 56,796 $2.94M 0.85% -15,672 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,415 shares; 2024Q4: 55,649 shares; 2025Q1: 50,560 shares; 2025Q2: 49,032 shares; 2025Q3: 48,583 shares; 2025Q4: 48,254 shares; 2026Q1: 39,949 shares; 2026Q2: 39,463 shares 39,463 $2.93M 0.85% -486 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,562 shares 21,562 $2.92M 0.85% new 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: 9,640 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,753 shares; 2026Q1: 15,206 shares; 2026Q2: 15,244 shares 15,244 $2.89M 0.84% +38 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103,144 shares 103,144 $2.86M 0.83% new 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: 13,352 shares; 2024Q4: 13,151 shares; 2025Q1: 12,167 shares; 2025Q2: 11,787 shares; 2025Q3: 11,715 shares; 2025Q4: 12,137 shares; 2026Q1: 12,738 shares; 2026Q2: 12,614 shares 12,614 $2.81M 0.82% -124 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: 2,536 shares; 2024Q4: 2,560 shares; 2025Q1: 15,748 shares; 2025Q2: 30,006 shares; 2025Q3: 29,722 shares; 2025Q4: 29,291 shares; 2026Q1: 24,872 shares; 2026Q2: 24,733 shares 24,733 $2.8M 0.81% -139 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,336 shares; 2024Q4: 25,727 shares; 2025Q1: 23,961 shares; 2025Q2: 23,863 shares; 2025Q3: 23,747 shares; 2025Q4: 23,517 shares; 2026Q1: 24,049 shares; 2026Q2: 23,808 shares 23,808 $2.79M 0.81% -241 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: 11,119 shares; 2024Q4: 21,785 shares; 2025Q1: 11,498 shares; 2025Q2: 11,553 shares; 2025Q3: 11,181 shares; 2025Q4: 10,720 shares; 2026Q1: 23,037 shares; 2026Q2: 6,355 shares 6,355 $2.74M 0.8% -16,682 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,912 shares; 2025Q2: 16,317 shares; 2025Q3: 15,901 shares; 2025Q4: 15,685 shares; 2026Q1: 33,187 shares; 2026Q2: 33,039 shares 33,039 $2.6M 0.76% -148 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,476 shares; 2024Q4: 11,649 shares; 2025Q1: 12,099 shares; 2025Q2: 12,912 shares; 2025Q3: 13,194 shares; 2025Q4: 13,719 shares; 2026Q1: 14,468 shares; 2026Q2: 15,796 shares 15,796 $2.48M 0.72% +1,328 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: 22,641 shares; 2024Q4: 22,587 shares; 2025Q1: 22,609 shares; 2025Q2: 22,514 shares; 2025Q3: 22,148 shares; 2025Q4: 21,864 shares; 2026Q1: 21,572 shares; 2026Q2: 20,996 shares 20,996 $2.47M 0.72% -576 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 70,276 shares; 2026Q1: 71,300 shares; 2026Q2: 72,108 shares 72,108 $2.25M 0.65% +808 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: 42,852 shares 42,852 $2.24M 0.65% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,519 shares; 2024Q4: 10,074 shares; 2025Q1: 27,979 shares; 2025Q2: 16,356 shares; 2025Q3: 39,910 shares; 2025Q4: 31,994 shares; 2026Q1: 20,234 shares; 2026Q2: 22,188 shares 22,188 $2.22M 0.65% +1,954 Timeline SPAB 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: 50,713 shares; 2024Q4: 50,387 shares; 2025Q1: 53,722 shares; 2025Q2: 61,512 shares; 2025Q3: 64,313 shares; 2025Q4: 66,006 shares; 2026Q1: 48,820 shares; 2026Q2: 85,783 shares 85,783 $2.19M 0.64% +36,963 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: 9,027 shares; 2024Q4: 9,079 shares; 2025Q1: 9,398 shares; 2025Q2: 9,476 shares; 2025Q3: 9,574 shares; 2025Q4: 9,508 shares; 2026Q1: 8,825 shares; 2026Q2: 8,765 shares 8,765 $2.08M 0.6% -60 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 3,986 shares; 2026Q2: 3,996 shares 3,996 $1.96M 0.57% +10 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: 11,914 shares; 2024Q4: 27,202 shares; 2025Q1: 26,701 shares; 2025Q2: 26,886 shares; 2025Q3: 12,359 shares; 2025Q4: 29,767 shares; 2026Q1: 30,883 shares; 2026Q2: 13,166 shares 13,166 $1.93M 0.56% -17,717 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,915 shares; 2024Q4: 56,799 shares; 2025Q1: 51,299 shares; 2025Q2: 51,363 shares; 2025Q3: 54,994 shares; 2025Q4: 55,901 shares; 2026Q1: 60,919 shares; 2026Q2: 63,189 shares 63,189 $1.91M 0.55% +2,270 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: 23,719 shares; 2024Q4: 23,966 shares; 2025Q1: 25,610 shares; 2025Q2: 25,397 shares; 2025Q3: 25,053 shares; 2025Q4: 25,842 shares; 2026Q1: 33,738 shares; 2026Q2: 35,671 shares 35,671 $1.85M 0.54% +1,933 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,384 shares 18,384 $1.76M 0.51% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,227 shares 6,227 $1.68M 0.49% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,699 shares 32,699 $1.65M 0.48% new 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: 6,049 shares; 2024Q4: 6,246 shares; 2025Q1: 6,414 shares; 2025Q2: 6,289 shares; 2025Q3: 6,711 shares; 2025Q4: 6,314 shares; 2026Q1: 6,745 shares; 2026Q2: 6,890 shares 6,890 $1.64M 0.48% +145 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,424 shares; 2024Q4: 15,954 shares; 2025Q1: 14,470 shares; 2025Q2: 13,982 shares; 2025Q3: 13,821 shares; 2025Q4: 24,004 shares; 2026Q1: 11,867 shares; 2026Q2: 11,584 shares 11,584 $1.58M 0.46% -283 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,359 shares 4,359 $1.58M 0.46% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,730 shares; 2025Q1: 30,342 shares; 2025Q2: 29,685 shares; 2025Q3: 29,226 shares; 2025Q4: 28,665 shares; 2026Q1: 10,936 shares; 2026Q2: 10,771 shares 10,771 $1.57M 0.46% -165 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,276 shares 16,276 $1.57M 0.46% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 34,381 shares 34,381 $1.55M 0.45% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 6,647 shares; 2025Q3: 6,448 shares; 2025Q4: 6,800 shares; 2026Q1: 6,741 shares; 2026Q2: 6,773 shares 6,773 $1.47M 0.43% +32 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: 3,325 shares; 2024Q4: 2,486 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 3,118 shares; 2025Q4: 3,138 shares; 2026Q1: 3,381 shares; 2026Q2: 3,483 shares 3,483 $1.46M 0.43% +102 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,915 shares 17,915 $1.38M 0.4% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 3,148 shares; 2025Q2: 3,013 shares; 2025Q3: 3,015 shares; 2025Q4: 3,019 shares; 2026Q1: 3,040 shares; 2026Q2: 15,527 shares 15,527 $1.34M 0.39% +12,487 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,356 shares; 2026Q1: 18,178 shares; 2026Q2: 19,534 shares 19,534 $1.34M 0.39% +1,356 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: 17,458 shares; 2024Q4: 17,324 shares; 2025Q1: 17,342 shares; 2025Q2: 17,337 shares; 2025Q3: 16,533 shares; 2025Q4: 15,759 shares; 2026Q1: 15,618 shares; 2026Q2: 16,216 shares 16,216 $1.32M 0.38% +598 Timeline ISCG 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: 19,860 shares 19,860 $1.3M 0.38% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,718 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,901 shares; 2026Q2: 23,525 shares 23,525 $1.25M 0.36% +624 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: 3,390 shares; 2024Q4: 3,211 shares; 2025Q1: 3,058 shares; 2025Q2: 3,069 shares; 2025Q3: 3,084 shares; 2025Q4: 3,232 shares; 2026Q1: 2,595 shares; 2026Q2: 2,499 shares 2,499 $1.25M 0.36% -96 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,356 shares; 2024Q4: 7,154 shares; 2025Q1: 7,288 shares; 2025Q2: 7,265 shares; 2025Q3: 7,183 shares; 2025Q4: not reported; 2026Q1: 6,560 shares; 2026Q2: 6,917 shares 6,917 $1.23M 0.36% +357 Timeline IVLU 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: 29,153 shares; 2026Q1: 29,030 shares; 2026Q2: 29,364 shares 29,364 $1.23M 0.36% +334 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,798 shares; 2025Q4: 11,522 shares; 2026Q1: 12,105 shares; 2026Q2: 13,493 shares 13,493 $1.19M 0.34% +1,388 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,479 shares; 2024Q4: 11,823 shares; 2025Q1: 12,377 shares; 2025Q2: 13,071 shares; 2025Q3: 13,287 shares; 2025Q4: 12,562 shares; 2026Q1: 14,595 shares; 2026Q2: 15,081 shares 15,081 $1.15M 0.33% +486 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: 5,027 shares; 2024Q4: 5,008 shares; 2025Q1: 4,926 shares; 2025Q2: 4,995 shares; 2025Q3: 4,415 shares; 2025Q4: 4,446 shares; 2026Q1: 4,490 shares; 2026Q2: 4,477 shares 4,477 $1.14M 0.33% -13 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: 6,420 shares; 2024Q4: 6,642 shares; 2025Q1: 6,872 shares; 2025Q2: 6,922 shares; 2025Q3: 7,014 shares; 2025Q4: 7,147 shares; 2026Q1: 7,491 shares; 2026Q2: 7,634 shares 7,634 $1.09M 0.32% +143 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: 8,679 shares; 2024Q4: 8,756 shares; 2025Q1: 8,982 shares; 2025Q2: 8,780 shares; 2025Q3: 8,868 shares; 2025Q4: 8,986 shares; 2026Q1: 9,458 shares; 2026Q2: 9,817 shares 9,817 $1.09M 0.32% +359 Timeline EMLP 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: 19,354 shares; 2024Q4: 20,967 shares; 2025Q1: 21,960 shares; 2025Q2: 22,514 shares; 2025Q3: 23,547 shares; 2025Q4: 24,443 shares; 2026Q1: 23,071 shares; 2026Q2: 24,063 shares 24,063 $1.05M 0.3% +992 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,848 shares; 2025Q2: 81,059 shares; 2025Q3: 83,209 shares; 2025Q4: 83,296 shares; 2026Q1: 54,684 shares; 2026Q2: 54,946 shares 54,946 $1.04M 0.3% +262 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 1,244 shares; 2025Q1: 1,124 shares; 2025Q2: 1,693 shares; 2025Q3: 1,695 shares; 2025Q4: 1,239 shares; 2026Q1: 1,557 shares; 2026Q2: 1,561 shares 1,561 $990K 0.29% +4 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: 2,275 shares; 2024Q4: 2,679 shares; 2025Q1: 2,514 shares; 2025Q2: 2,436 shares; 2025Q3: 2,687 shares; 2025Q4: 2,720 shares; 2026Q1: 2,629 shares; 2026Q2: 2,721 shares 2,721 $973K 0.28% +92 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: 2,519 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,014 shares; 2025Q3: 3,347 shares; 2025Q4: 2,495 shares; 2026Q1: 2,706 shares; 2026Q2: 2,706 shares 2,706 $956K 0.28% 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: 21,405 shares; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 7,674 shares; 2025Q3: 7,621 shares; 2025Q4: 7,486 shares; 2026Q1: 7,327 shares; 2026Q2: 7,326 shares 7,326 $941K 0.27% -1 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 3,030 shares; 2025Q2: 3,027 shares; 2025Q3: 3,052 shares; 2025Q4: 3,079 shares; 2026Q1: 3,209 shares; 2026Q2: 3,353 shares 3,353 $934K 0.27% +144 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: 10,306 shares; 2024Q4: 10,234 shares; 2025Q1: 12,538 shares; 2025Q2: 20,293 shares; 2025Q3: 20,996 shares; 2025Q4: 21,005 shares; 2026Q1: 12,894 shares; 2026Q2: 3,213 shares 3,213 $904K 0.26% -9,681 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,560 shares 32,560 $861K 0.25% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 796 shares; 2026Q1: 1,221 shares; 2026Q2: 1,203 shares 1,203 $858K 0.25% -18 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 5,024 shares; 2025Q1: 5,281 shares; 2025Q2: 5,516 shares; 2025Q3: 5,620 shares; 2025Q4: 5,109 shares; 2026Q1: 6,344 shares; 2026Q2: 6,892 shares 6,892 $836K 0.24% +548 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: 10,753 shares; 2024Q4: 9,983 shares; 2025Q1: 10,362 shares; 2025Q2: 9,179 shares; 2025Q3: 8,938 shares; 2025Q4: 8,556 shares; 2026Q1: 8,556 shares; 2026Q2: 8,628 shares 8,628 $833K 0.24% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,009 shares; 2026Q1: 6,283 shares; 2026Q2: 11,318 shares 11,318 $817K 0.24% +5,035 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 1,195 shares; 2025Q1: 1,191 shares; 2025Q2: 1,114 shares; 2025Q3: 1,109 shares; 2025Q4: 1,600 shares; 2026Q1: 1,521 shares; 2026Q2: 1,124 shares 1,124 $809K 0.23% -397 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,300 shares; 2025Q2: 13,857 shares; 2025Q3: 14,765 shares; 2025Q4: 14,850 shares; 2026Q1: 31,189 shares; 2026Q2: 19,965 shares 19,965 $807K 0.23% -11,224 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: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,551 shares; 2025Q2: 1,527 shares; 2025Q3: 1,677 shares; 2025Q4: 1,707 shares; 2026Q1: 1,673 shares; 2026Q2: 1,432 shares 1,432 $807K 0.23% -241 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: 10,236 shares; 2024Q4: 10,290 shares; 2025Q1: 9,703 shares; 2025Q2: 9,752 shares; 2025Q3: 9,774 shares; 2025Q4: 9,658 shares; 2026Q1: 9,680 shares; 2026Q2: 9,662 shares 9,662 $798K 0.23% -18 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: 589 shares; 2024Q4: 589 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 869 shares; 2025Q4: 1,063 shares; 2026Q1: 933 shares; 2026Q2: 1,057 shares 1,057 $792K 0.23% +124 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,859 shares; 2025Q2: 23,572 shares; 2025Q3: 28,307 shares; 2025Q4: 40,832 shares; 2026Q1: 38,814 shares; 2026Q2: 28,910 shares 28,910 $744K 0.22% -9,904 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,136 shares; 2025Q1: 6,142 shares; 2025Q2: 6,101 shares; 2025Q3: 6,151 shares; 2025Q4: 6,122 shares; 2026Q1: 5,754 shares; 2026Q2: 4,367 shares 4,367 $742K 0.22% -1,387 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192 shares; 2024Q4: 2,213 shares; 2025Q1: 2,280 shares; 2025Q2: 2,222 shares; 2025Q3: 2,237 shares; 2025Q4: 2,271 shares; 2026Q1: 2,175 shares; 2026Q2: 2,165 shares 2,165 $738K 0.21% -10 Timeline STIP 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: 7,127 shares 7,127 $728K 0.21% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,426 shares; 2025Q3: 2,423 shares; 2025Q4: 2,426 shares; 2026Q1: 3,724 shares; 2026Q2: 3,253 shares 3,253 $725K 0.21% -471 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,905 shares; 2024Q4: 18,008 shares; 2025Q1: 17,976 shares; 2025Q2: 25,993 shares; 2025Q3: 26,802 shares; 2025Q4: 27,249 shares; 2026Q1: 99,626 shares; 2026Q2: 25,961 shares 25,961 $710K 0.21% -73,665 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,572 shares; 2025Q3: 4,589 shares; 2025Q4: 4,624 shares; 2026Q1: 4,463 shares; 2026Q2: 4,447 shares 4,447 $674K 0.2% -16 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: 1,243 shares; 2024Q4: 1,217 shares; 2025Q1: 989 shares; 2025Q2: 971 shares; 2025Q3: 967 shares; 2025Q4: 956 shares; 2026Q1: 885 shares; 2026Q2: 655 shares 655 $662K 0.19% -230 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,543 shares 3,543 $656K 0.19% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,536 shares 2,536 $616K 0.18% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,901 shares 3,901 $612K 0.18% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: 467 shares; 2025Q3: 491 shares; 2025Q4: 501 shares; 2026Q1: 493 shares; 2026Q2: 498 shares 498 $597K 0.17% +5 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,417 shares; 2026Q2: 17,315 shares 17,315 $588K 0.17% +6,898 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: 11,183 shares; 2024Q4: 11,247 shares; 2025Q1: 11,142 shares; 2025Q2: 11,385 shares; 2025Q3: 11,244 shares; 2025Q4: 10,835 shares; 2026Q1: 10,588 shares; 2026Q2: 1,722 shares 1,722 $582K 0.17% -8,866 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,484 shares; 2024Q4: 15,053 shares; 2025Q1: 15,516 shares; 2025Q2: 15,914 shares; 2025Q3: 15,845 shares; 2025Q4: 10,150 shares; 2026Q1: 18,503 shares; 2026Q2: 20,865 shares 20,865 $518K 0.15% +2,362 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,426 shares; 2025Q1: 3,545 shares; 2025Q2: 3,550 shares; 2025Q3: 3,592 shares; 2025Q4: 3,647 shares; 2026Q1: 3,716 shares; 2026Q2: 3,707 shares 3,707 $507K 0.15% -9 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,371 shares; 2024Q4: 4,386 shares; 2025Q1: 4,377 shares; 2025Q2: 4,379 shares; 2025Q3: 4,376 shares; 2025Q4: 4,370 shares; 2026Q1: 4,453 shares; 2026Q2: 4,434 shares 4,434 $487K 0.14% -19 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 1,227 shares; 2026Q1: 1,181 shares; 2026Q2: 1,251 shares 1,251 $461K 0.13% +70 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: 1,115 shares; 2024Q4: 1,277 shares; 2025Q1: 1,279 shares; 2025Q2: 1,209 shares; 2025Q3: 946 shares; 2025Q4: 953 shares; 2026Q1: 953 shares; 2026Q2: 1,121 shares 1,121 $415K 0.12% +168 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: 3,890 shares; 2024Q4: 3,934 shares; 2025Q1: 3,964 shares; 2025Q2: 3,891 shares; 2025Q3: 3,911 shares; 2025Q4: 3,951 shares; 2026Q1: 4,036 shares; 2026Q2: 4,055 shares 4,055 $414K 0.12% +19 Timeline KNG 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: 56,616 shares; 2024Q4: 61,355 shares; 2025Q1: 62,083 shares; 2025Q2: 63,623 shares; 2025Q3: 66,765 shares; 2025Q4: 70,006 shares; 2026Q1: 73,615 shares; 2026Q2: 7,948 shares 7,948 $401K 0.12% -65,667 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,525 shares; 2024Q4: 19,565 shares; 2025Q1: 19,525 shares; 2025Q2: 19,565 shares; 2025Q3: 19,565 shares; 2025Q4: 23,278 shares; 2026Q1: 23,278 shares; 2026Q2: 26,708 shares 26,708 $387K 0.11% +3,430 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: 7,822 shares; 2025Q2: 7,839 shares; 2025Q3: 7,856 shares; 2025Q4: 7,875 shares; 2026Q1: 7,890 shares; 2026Q2: 10,953 shares 10,953 $381K 0.11% +3,063 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,843 shares; 2026Q2: 3,144 shares 3,144 $367K 0.11% +301 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: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $363K 0.11% 0 Timeline TDVI 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: 7,078 shares; 2025Q4: 9,552 shares; 2026Q1: 11,297 shares; 2026Q2: 11,309 shares 11,309 $359K 0.1% +12 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $323K 0.09% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,643 shares 5,643 $283K 0.08% new Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,982 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,982 shares; 2025Q3: 5,982 shares; 2025Q4: 5,982 shares; 2026Q1: 5,982 shares; 2026Q2: 5,982 shares 5,982 $279K 0.08% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,344 shares; 2024Q4: 10,263 shares; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 756 shares; 2025Q4: 768 shares; 2026Q1: 774 shares; 2026Q2: 785 shares 785 $278K 0.08% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $275K 0.08% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,811 shares; 2024Q4: 6,548 shares; 2025Q1: 1,268 shares; 2025Q2: 1,244 shares; 2025Q3: 1,227 shares; 2025Q4: 1,214 shares; 2026Q1: 1,245 shares; 2026Q2: 1,218 shares 1,218 $273K 0.08% -27 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: 13,213 shares; 2024Q4: 13,763 shares; 2025Q1: 13,563 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 660 shares; 2026Q2: 692 shares 692 $261K 0.08% +32 Timeline IGLD 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: 8,828 shares; 2026Q1: 11,166 shares; 2026Q2: 12,410 shares 12,410 $261K 0.08% +1,244 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 633 shares; 2025Q1: 642 shares; 2025Q2: 7,396 shares; 2025Q3: 810 shares; 2025Q4: 714 shares; 2026Q1: 732 shares; 2026Q2: 761 shares 761 $261K 0.08% +29 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,886 shares; 2025Q1: 8,805 shares; 2025Q2: 8,890 shares; 2025Q3: 8,803 shares; 2025Q4: 8,811 shares; 2026Q1: 7,904 shares; 2026Q2: 7,915 shares 7,915 $253K 0.07% +11 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,709 shares; 2025Q4: 9,509 shares; 2026Q1: 776 shares; 2026Q2: 599 shares 599 $249K 0.07% -177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,359 shares 8,359 $246K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,424 shares; 2025Q4: 3,419 shares; 2026Q1: 3,422 shares; 2026Q2: 3,432 shares 3,432 $245K 0.07% +10 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 4,801 shares; 2026Q1: 3,998 shares; 2026Q2: 4,484 shares 4,484 $240K 0.07% +486 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 864 shares; 2025Q2: 802 shares; 2025Q3: 804 shares; 2025Q4: 801 shares; 2026Q1: not reported; 2026Q2: 462 shares 462 $236K 0.07% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,699 shares; 2025Q1: 5,764 shares; 2025Q2: 5,863 shares; 2025Q3: 5,964 shares; 2025Q4: 6,101 shares; 2026Q1: 6,170 shares; 2026Q2: 6,277 shares 6,277 $232K 0.07% +107 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,041 shares; 2026Q2: 3,412 shares 3,412 $215K 0.06% -21,629 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,402 shares; 2026Q2: 2,436 shares 2,436 $214K 0.06% +34 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares; 2026Q2: 2,830 shares 2,830 $214K 0.06% 0 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: not reported; 2024Q4: 222 shares; 2025Q1: 533 shares; 2025Q2: 537 shares; 2025Q3: 865 shares; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 219 shares 219 $205K 0.06% -3 Timeline EWJ 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: not reported; 2026Q1: not reported; 2026Q2: 2,178 shares 2,178 $203K 0.06% new Timeline GDX 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: 1,646 shares 1,646 $124K 0.04% new Timeline