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: 84,541 shares; 2024Q4: 3,385 shares; 2025Q1: 86,460 shares; 2025Q2: 88,459 shares; 2025Q3: 92,612 shares; 2025Q4: 97,347 shares; 2026Q1: 108,455 shares; 2026Q2: 111,345 shares 111,345 $76.5M 39.36% +2,890 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: 26,345 shares; 2024Q4: 693 shares; 2025Q1: 25,137 shares; 2025Q2: 26,197 shares; 2025Q3: 25,575 shares; 2025Q4: 27,974 shares; 2026Q1: 24,655 shares; 2026Q2: 115,890 shares 115,890 $9.98M 5.14% +91,235 Timeline XNTK 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: 9,525 shares; 2024Q4: not reported; 2025Q1: 9,440 shares; 2025Q2: 9,363 shares; 2025Q3: 12,374 shares; 2025Q4: 17,574 shares; 2026Q1: 22,009 shares; 2026Q2: 23,163 shares 23,163 $9.05M 4.66% +1,154 Timeline SPIB 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: 108,572 shares; 2024Q4: not reported; 2025Q1: 196,222 shares; 2025Q2: 194,182 shares; 2025Q3: 210,587 shares; 2025Q4: 222,363 shares; 2026Q1: 218,941 shares; 2026Q2: 229,761 shares 229,761 $7.69M 3.96% +10,820 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: 5,570 shares; 2024Q4: not reported; 2025Q1: 31,882 shares; 2025Q2: 33,502 shares; 2025Q3: 29,525 shares; 2025Q4: 45,704 shares; 2026Q1: 52,510 shares; 2026Q2: 60,891 shares 60,891 $5.88M 3.03% +8,381 Timeline GMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,799 shares; 2025Q4: 86,249 shares; 2026Q1: 104,054 shares; 2026Q2: 111,366 shares 111,366 $5.73M 2.95% +7,312 Timeline SPRX LISTED FDS TR More: the full row for LISTED 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: not reported; 2026Q1: 58,302 shares; 2026Q2: 93,975 shares 93,975 $5.45M 2.8% +35,673 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,993 shares; 2026Q1: 46,301 shares; 2026Q2: 50,109 shares 50,109 $4.15M 2.14% +3,808 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,948 shares; 2025Q3: 42,007 shares; 2025Q4: 64,450 shares; 2026Q1: 65,620 shares; 2026Q2: 72,947 shares 72,947 $2.89M 1.49% +7,327 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 47,000 shares; 2025Q4: 47,000 shares; 2026Q1: 48,200 shares; 2026Q2: 48,017 shares 48,017 $2.43M 1.25% -183 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: 3,974 shares; 2024Q4: not reported; 2025Q1: 3,102 shares; 2025Q2: 6,152 shares; 2025Q3: 6,059 shares; 2025Q4: 6,694 shares; 2026Q1: 6,865 shares; 2026Q2: 7,935 shares 7,935 $2.3M 1.18% +1,070 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: 10,572 shares; 2024Q4: not reported; 2025Q1: 8,518 shares; 2025Q2: 8,352 shares; 2025Q3: 7,191 shares; 2025Q4: 7,191 shares; 2026Q1: 7,001 shares; 2026Q2: 6,117 shares 6,117 $2.26M 1.17% -884 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: 6,293 shares; 2024Q4: 6,154 shares; 2025Q1: 5,920 shares; 2025Q2: not reported; 2025Q3: 44,822 shares; 2025Q4: 44,386 shares; 2026Q1: 44,299 shares; 2026Q2: 44,318 shares 44,318 $2.24M 1.15% +19 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: 3,752 shares; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,449 shares; 2025Q3: 3,284 shares; 2025Q4: 2,879 shares; 2026Q1: 2,748 shares; 2026Q2: 2,867 shares 2,867 $2.11M 1.09% +119 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: 4,414 shares; 2024Q4: not reported; 2025Q1: 5,081 shares; 2025Q2: 5,108 shares; 2025Q3: 5,119 shares; 2025Q4: 5,665 shares; 2026Q1: 5,712 shares; 2026Q2: 5,420 shares 5,420 $1.94M 1% -292 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,268 shares; 2024Q4: not reported; 2025Q1: 4,012 shares; 2025Q2: 4,039 shares; 2025Q3: 4,149 shares; 2025Q4: 5,966 shares; 2026Q1: 7,698 shares; 2026Q2: 7,627 shares 7,627 $1.82M 0.94% -71 Timeline JCPB 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: 27,584 shares; 2024Q4: 26,670 shares; 2025Q1: 23,546 shares; 2025Q2: 19,357 shares; 2025Q3: 13,229 shares; 2025Q4: 24,275 shares; 2026Q1: 37,212 shares; 2026Q2: 38,294 shares 38,294 $1.8M 0.93% +1,082 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: 26,463 shares; 2024Q4: not reported; 2025Q1: 22,764 shares; 2025Q2: 19,683 shares; 2025Q3: 19,285 shares; 2025Q4: 16,930 shares; 2026Q1: 14,728 shares; 2026Q2: 13,295 shares 13,295 $1.58M 0.81% -1,433 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,003 shares; 2025Q1: 57,427 shares; 2025Q2: 57,949 shares; 2025Q3: 52,520 shares; 2025Q4: 36,589 shares; 2026Q1: 34,784 shares; 2026Q2: 35,897 shares 35,897 $1.56M 0.8% +1,113 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: 1,986 shares; 2024Q4: not reported; 2025Q1: 1,704 shares; 2025Q2: 1,715 shares; 2025Q3: 1,855 shares; 2025Q4: 2,603 shares; 2026Q1: 2,931 shares; 2026Q2: 3,046 shares 3,046 $1.52M 0.78% +115 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: not reported; 2025Q1: 2,578 shares; 2025Q2: 2,559 shares; 2025Q3: 2,561 shares; 2025Q4: 2,995 shares; 2026Q1: 3,849 shares; 2026Q2: 3,990 shares 3,990 $1.49M 0.77% +141 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 2,853 shares 2,853 $1.38M 0.71% new Timeline VGK 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: 31,159 shares; 2025Q3: 31,485 shares; 2025Q4: 39,540 shares; 2026Q1: 44,842 shares; 2026Q2: 13,617 shares 13,617 $1.21M 0.62% -31,225 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,617 shares; 2025Q2: 2,893 shares; 2025Q3: 2,757 shares; 2025Q4: 3,539 shares; 2026Q1: 5,617 shares; 2026Q2: 5,698 shares 5,698 $1.14M 0.59% +81 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,707 shares; 2024Q4: not reported; 2025Q1: 4,663 shares; 2025Q2: 4,663 shares; 2025Q3: 4,663 shares; 2025Q4: 4,663 shares; 2026Q1: 4,483 shares; 2026Q2: 4,483 shares 4,483 $1.11M 0.57% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,245 shares; 2025Q3: 2,134 shares; 2025Q4: 2,444 shares; 2026Q1: 2,574 shares; 2026Q2: 2,590 shares 2,590 $1.09M 0.56% +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: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 782 shares; 2025Q3: 778 shares; 2025Q4: 1,100 shares; 2026Q1: 1,010 shares; 2026Q2: 1,007 shares 1,007 $1.02M 0.52% -3 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: 8,373 shares; 2024Q4: not reported; 2025Q1: 6,653 shares; 2025Q2: 6,656 shares; 2025Q3: 6,954 shares; 2025Q4: 8,425 shares; 2026Q1: 8,714 shares; 2026Q2: 8,848 shares 8,848 $1M 0.52% +134 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 490 shares; 2026Q1: 711 shares; 2026Q2: 813 shares 813 $975K 0.5% +102 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,284 shares; 2026Q1: 3,340 shares; 2026Q2: 3,782 shares 3,782 $961K 0.49% +442 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares; 2026Q1: 2,187 shares; 2026Q2: 2,530 shares 2,530 $946K 0.49% +343 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: 1,861 shares; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 1,580 shares; 2025Q3: 1,602 shares; 2025Q4: 2,178 shares; 2026Q1: 2,519 shares; 2026Q2: 2,696 shares 2,696 $925K 0.48% +177 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: 2,374 shares; 2024Q4: not reported; 2025Q1: 2,407 shares; 2025Q2: 2,423 shares; 2025Q3: 2,526 shares; 2025Q4: 2,582 shares; 2026Q1: 2,326 shares; 2026Q2: 2,693 shares 2,693 $882K 0.45% +367 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,797 shares; 2026Q1: 13,553 shares; 2026Q2: 15,298 shares 15,298 $872K 0.45% +1,745 Timeline FTCB 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: 31,147 shares; 2025Q4: 38,624 shares; 2026Q1: 39,630 shares; 2026Q2: 41,264 shares 41,264 $861K 0.44% +1,634 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: 8,838 shares; 2024Q4: not reported; 2025Q1: 9,710 shares; 2025Q2: 9,785 shares; 2025Q3: 9,894 shares; 2025Q4: 8,893 shares; 2026Q1: 7,627 shares; 2026Q2: 7,217 shares 7,217 $848K 0.44% -410 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: 5,117 shares; 2026Q1: 8,172 shares; 2026Q2: 9,217 shares 9,217 $809K 0.42% +1,045 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,492 shares; 2024Q4: not reported; 2025Q1: 16,076 shares; 2025Q2: 18,812 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,115 shares; 2026Q2: 5,115 shares 5,115 $799K 0.41% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 826 shares; 2026Q1: 1,236 shares; 2026Q2: 1,419 shares 1,419 $799K 0.41% +183 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,721 shares; 2026Q1: 13,945 shares; 2026Q2: 13,945 shares 13,945 $774K 0.4% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,809 shares; 2026Q2: 3,587 shares 3,587 $763K 0.39% -3,222 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,546 shares; 2024Q4: 3,896 shares; 2025Q1: 3,896 shares; 2025Q2: 3,903 shares; 2025Q3: 3,729 shares; 2025Q4: 8,370 shares; 2026Q1: 8,722 shares; 2026Q2: 8,860 shares 8,860 $718K 0.37% +138 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: 451 shares; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 754 shares; 2025Q4: 578 shares; 2026Q1: 578 shares; 2026Q2: 929 shares 929 $694K 0.36% +351 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,912 shares; 2024Q4: 15,044 shares; 2025Q1: 11,978 shares; 2025Q2: 11,980 shares; 2025Q3: 8,362 shares; 2025Q4: 7,511 shares; 2026Q1: 7,188 shares; 2026Q2: 7,419 shares 7,419 $612K 0.31% +231 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,743 shares; 2024Q4: not reported; 2025Q1: 6,943 shares; 2025Q2: 7,099 shares; 2025Q3: 7,428 shares; 2025Q4: 6,482 shares; 2026Q1: 5,764 shares; 2026Q2: 5,608 shares 5,608 $604K 0.31% -156 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,330 shares; 2025Q1: 11,263 shares; 2025Q2: 10,966 shares; 2025Q3: 7,291 shares; 2025Q4: 6,665 shares; 2026Q1: 6,014 shares; 2026Q2: 6,016 shares 6,016 $549K 0.28% +2 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,730 shares; 2024Q4: 31,947 shares; 2025Q1: 34,061 shares; 2025Q2: 34,277 shares; 2025Q3: 23,725 shares; 2025Q4: 19,796 shares; 2026Q1: 18,707 shares; 2026Q2: 10,514 shares 10,514 $536K 0.28% -8,193 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,093 shares; 2024Q4: not reported; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares; 2026Q2: 6,098 shares 6,098 $527K 0.27% 0 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: 9,784 shares; 2024Q4: not reported; 2025Q1: 9,302 shares; 2025Q2: 9,379 shares; 2025Q3: 9,578 shares; 2025Q4: 8,615 shares; 2026Q1: 7,524 shares; 2026Q2: 6,936 shares 6,936 $516K 0.27% -588 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: 2,142 shares; 2024Q4: not reported; 2025Q1: 2,481 shares; 2025Q2: 2,528 shares; 2025Q3: 2,588 shares; 2025Q4: 2,182 shares; 2026Q1: 1,979 shares; 2026Q2: 1,936 shares 1,936 $487K 0.25% -43 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: not reported; 2025Q1: 4,383 shares; 2025Q2: 4,383 shares; 2025Q3: 4,383 shares; 2025Q4: 4,383 shares; 2026Q1: 4,103 shares; 2026Q2: 3,925 shares 3,925 $480K 0.25% -178 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: 3,069 shares; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 4,918 shares; 2025Q3: 5,172 shares; 2025Q4: 4,325 shares; 2026Q1: 3,892 shares; 2026Q2: 3,719 shares 3,719 $478K 0.25% -173 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: 2,399 shares; 2024Q4: not reported; 2025Q1: 3,262 shares; 2025Q2: 3,330 shares; 2025Q3: 3,358 shares; 2025Q4: 2,338 shares; 2026Q1: 2,063 shares; 2026Q2: 1,833 shares 1,833 $477K 0.25% -230 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $468K 0.24% 0 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,995 shares; 2024Q4: not reported; 2025Q1: 42,282 shares; 2025Q2: 42,942 shares; 2025Q3: 43,635 shares; 2025Q4: 34,306 shares; 2026Q1: 30,442 shares; 2026Q2: 28,083 shares 28,083 $464K 0.24% -2,359 Timeline FTHI 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: 27,828 shares; 2024Q4: 15,198 shares; 2025Q1: 30,472 shares; 2025Q2: 31,258 shares; 2025Q3: 22,642 shares; 2025Q4: 20,748 shares; 2026Q1: 21,321 shares; 2026Q2: 19,373 shares 19,373 $462K 0.24% -1,948 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: not reported; 2025Q1: 5,794 shares; 2025Q2: 5,981 shares; 2025Q3: 6,327 shares; 2025Q4: 5,681 shares; 2026Q1: 5,481 shares; 2026Q2: 5,190 shares 5,190 $451K 0.23% -291 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $447K 0.23% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,015 shares; 2024Q4: not reported; 2025Q1: 12,634 shares; 2025Q2: 12,789 shares; 2025Q3: 12,827 shares; 2025Q4: 10,137 shares; 2026Q1: 9,517 shares; 2026Q2: 9,123 shares 9,123 $435K 0.22% -394 Timeline TDIV 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: 7,766 shares; 2024Q4: 6,635 shares; 2025Q1: 6,640 shares; 2025Q2: 6,839 shares; 2025Q3: 4,307 shares; 2025Q4: 3,581 shares; 2026Q1: 3,923 shares; 2026Q2: 3,764 shares 3,764 $432K 0.22% -159 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: 1,585 shares; 2024Q4: not reported; 2025Q1: 1,904 shares; 2025Q2: 1,918 shares; 2025Q3: 1,940 shares; 2025Q4: 1,698 shares; 2026Q1: 1,570 shares; 2026Q2: 1,595 shares 1,595 $431K 0.22% +25 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: 2,501 shares; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 3,176 shares; 2025Q3: 3,305 shares; 2025Q4: 3,029 shares; 2026Q1: 2,791 shares; 2026Q2: 2,799 shares 2,799 $410K 0.21% +8 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,082 shares; 2024Q4: 15,209 shares; 2025Q1: 14,602 shares; 2025Q2: 14,492 shares; 2025Q3: 10,566 shares; 2025Q4: 9,750 shares; 2026Q1: 9,285 shares; 2026Q2: 9,460 shares 9,460 $408K 0.21% +175 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,421 shares; 2024Q4: not reported; 2025Q1: 22,993 shares; 2025Q2: 23,144 shares; 2025Q3: 23,537 shares; 2025Q4: 20,593 shares; 2026Q1: 19,231 shares; 2026Q2: 19,419 shares 19,419 $402K 0.21% +188 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 2,542 shares; 2026Q1: 2,551 shares; 2026Q2: 2,592 shares 2,592 $395K 0.2% +41 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: 7,437 shares; 2024Q4: not reported; 2025Q1: 9,130 shares; 2025Q2: 9,168 shares; 2025Q3: 9,490 shares; 2025Q4: 7,854 shares; 2026Q1: 7,796 shares; 2026Q2: 7,568 shares 7,568 $392K 0.2% -228 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,987 shares; 2024Q4: not reported; 2025Q1: 7,454 shares; 2025Q2: 7,519 shares; 2025Q3: 7,596 shares; 2025Q4: 6,344 shares; 2026Q1: 5,697 shares; 2026Q2: 5,316 shares 5,316 $382K 0.2% -381 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: not reported; 2025Q1: 3,386 shares; 2025Q2: 3,397 shares; 2025Q3: 3,542 shares; 2025Q4: 2,659 shares; 2026Q1: 2,831 shares; 2026Q2: 2,794 shares 2,794 $378K 0.19% -37 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,977 shares; 2024Q4: 24,271 shares; 2025Q1: 23,440 shares; 2025Q2: 20,988 shares; 2025Q3: 16,470 shares; 2025Q4: 15,702 shares; 2026Q1: 15,135 shares; 2026Q2: 15,187 shares 15,187 $378K 0.19% +52 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: 4,029 shares; 2024Q4: not reported; 2025Q1: 4,848 shares; 2025Q2: 4,877 shares; 2025Q3: 4,991 shares; 2025Q4: 4,218 shares; 2026Q1: 3,942 shares; 2026Q2: 3,890 shares 3,890 $372K 0.19% -52 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,480 shares; 2025Q4: 2,127 shares; 2026Q1: 2,088 shares; 2026Q2: 2,069 shares 2,069 $372K 0.19% -19 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: 777 shares; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,042 shares; 2025Q3: 1,060 shares; 2025Q4: 839 shares; 2026Q1: 751 shares; 2026Q2: 720 shares 720 $367K 0.19% -31 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,078 shares; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 2,838 shares; 2025Q3: 2,863 shares; 2025Q4: 2,503 shares; 2026Q1: 2,191 shares; 2026Q2: 1,978 shares 1,978 $358K 0.18% -213 Timeline MTUM 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: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares; 2026Q2: 1,031 shares 1,031 $353K 0.18% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 4,679 shares 4,679 $346K 0.18% 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: 1,995 shares; 2024Q4: not reported; 2025Q1: 2,190 shares; 2025Q2: 2,285 shares; 2025Q3: 2,385 shares; 2025Q4: 2,333 shares; 2026Q1: 2,081 shares; 2026Q2: 2,038 shares 2,038 $338K 0.17% -43 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,482 shares; 2024Q4: not reported; 2025Q1: 9,169 shares; 2025Q2: 9,357 shares; 2025Q3: 9,651 shares; 2025Q4: 7,263 shares; 2026Q1: 8,260 shares; 2026Q2: 8,822 shares 8,822 $336K 0.17% +562 Timeline EUV CORGI ETF TR I More: the full row for CORGI ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,354 shares 10,354 $331K 0.17% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,943 shares 29,943 $326K 0.17% new Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS 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: 5,465 shares; 2026Q1: 5,465 shares; 2026Q2: 5,465 shares 5,465 $323K 0.17% 0 Timeline XLG 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: 5,230 shares; 2024Q4: 5,230 shares; 2025Q1: 5,230 shares; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares; 2026Q2: 5,230 shares 5,230 $320K 0.16% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $312K 0.16% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 875 shares 875 $309K 0.16% -135 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,195 shares; 2024Q4: not reported; 2025Q1: 21,365 shares; 2025Q2: 21,674 shares; 2025Q3: 22,375 shares; 2025Q4: 18,320 shares; 2026Q1: 17,042 shares; 2026Q2: 16,664 shares 16,664 $309K 0.16% -378 Timeline CQTM CORGI ETF TR I More: the full row for CORGI ETF TR I 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: 9,703 shares 9,703 $308K 0.16% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 5,184 shares; 2026Q1: 5,054 shares; 2026Q2: 5,082 shares 5,082 $306K 0.16% +28 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 469 shares 469 $301K 0.15% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,289 shares 3,289 $296K 0.15% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $293K 0.15% 0 Timeline WCMI 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: 14,604 shares; 2025Q4: 14,123 shares; 2026Q1: 15,225 shares; 2026Q2: 14,954 shares 14,954 $293K 0.15% -271 Timeline ARKF ARK ETF TR More: the full row for ARK 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: 7,303 shares 7,303 $288K 0.15% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 6,929 shares; 2025Q1: 15,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,145 shares 2,145 $286K 0.15% new Timeline GRID 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: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares; 2026Q1: 1,465 shares; 2026Q2: 1,465 shares 1,465 $281K 0.14% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,019 shares; 2024Q4: not reported; 2025Q1: 12,786 shares; 2025Q2: 12,957 shares; 2025Q3: 13,158 shares; 2025Q4: 9,750 shares; 2026Q1: 10,821 shares; 2026Q2: 10,564 shares 10,564 $280K 0.14% -257 Timeline REMX 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: 3,164 shares 3,164 $280K 0.14% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $273K 0.14% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,297 shares 2,297 $266K 0.14% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,882 shares; 2024Q4: not reported; 2025Q1: 19,863 shares; 2025Q2: 20,237 shares; 2025Q3: 20,708 shares; 2025Q4: 13,399 shares; 2026Q1: 16,212 shares; 2026Q2: 16,213 shares 16,213 $266K 0.14% +1 Timeline NASA TEMA ETF TRUST More: the full row for TEMA 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: 8,470 shares 8,470 $257K 0.13% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,224 shares; 2025Q4: 4,224 shares; 2026Q1: 4,224 shares; 2026Q2: 4,224 shares 4,224 $249K 0.13% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares 520 $248K 0.13% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares; 2026Q2: 1,749 shares 1,749 $239K 0.12% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,033 shares; 2025Q4: 4,586 shares; 2026Q1: 4,653 shares; 2026Q2: 4,468 shares 4,468 $230K 0.12% -185 Timeline XMMO 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: 2,187 shares; 2024Q4: 2,392 shares; 2025Q1: 2,494 shares; 2025Q2: 2,457 shares; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,321 shares 1,321 $225K 0.12% new Timeline JPEF 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: 3,299 shares; 2024Q4: 3,299 shares; 2025Q1: 3,299 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares; 2026Q2: 2,658 shares 2,658 $214K 0.11% -641 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: 2,764 shares 2,764 $213K 0.11% new Timeline JMUB 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: 6,216 shares; 2025Q1: 7,014 shares; 2025Q2: 6,103 shares; 2025Q3: 5,444 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,189 shares 4,189 $212K 0.11% new Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,890 shares; 2024Q4: 12,861 shares; 2025Q1: 8,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,761 shares 4,761 $203K 0.1% new Timeline