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: 20,705 shares; 2024Q4: 20,490 shares; 2025Q1: 19,327 shares; 2025Q2: 19,495 shares; 2025Q3: 22,202 shares; 2025Q4: 22,192 shares; 2026Q1: 22,488 shares; 2026Q2: 24,304 shares 24,304 $18.1M 4.92% +1,816 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: 71,622 shares; 2024Q4: 71,734 shares; 2025Q1: 65,911 shares; 2025Q2: 65,783 shares; 2025Q3: 51,000 shares; 2025Q4: 50,844 shares; 2026Q1: 53,809 shares; 2026Q2: 55,861 shares 55,861 $16.2M 4.38% +2,052 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,304 shares; 2024Q4: 13,883 shares; 2025Q1: 15,037 shares; 2025Q2: 14,926 shares; 2025Q3: 15,743 shares; 2025Q4: 15,236 shares; 2026Q1: 17,176 shares; 2026Q2: 18,336 shares 18,336 $12.6M 3.42% +1,160 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: 15,903 shares; 2024Q4: 15,785 shares; 2025Q1: 15,563 shares; 2025Q2: 15,561 shares; 2025Q3: 15,983 shares; 2025Q4: 16,256 shares; 2026Q1: 17,993 shares; 2026Q2: 19,540 shares 19,540 $7.29M 1.98% +1,547 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: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,490 shares; 2025Q2: 4,524 shares; 2025Q3: 4,506 shares; 2025Q4: 4,545 shares; 2026Q1: 5,033 shares; 2026Q2: 5,596 shares 5,596 $6.57M 1.78% +563 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: 19,565 shares; 2024Q4: 19,947 shares; 2025Q1: 21,485 shares; 2025Q2: 24,142 shares; 2025Q3: 25,358 shares; 2025Q4: 25,719 shares; 2026Q1: 29,333 shares; 2026Q2: 32,664 shares 32,664 $6.54M 1.77% +3,331 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,115 shares; 2024Q4: 290,319 shares; 2025Q1: 289,759 shares; 2025Q2: 290,349 shares; 2025Q3: 199,498 shares; 2025Q4: 185,012 shares; 2026Q1: 184,898 shares; 2026Q2: 185,729 shares 185,729 $5.89M 1.6% +831 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: 27,868 shares; 2024Q4: 35,336 shares; 2025Q1: 39,895 shares; 2025Q2: 43,906 shares; 2025Q3: 43,211 shares; 2025Q4: 43,665 shares; 2026Q1: 48,106 shares; 2026Q2: 50,002 shares 50,002 $5.87M 1.59% +1,896 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,277 shares; 2025Q1: 9,421 shares; 2025Q2: 10,881 shares; 2025Q3: 10,985 shares; 2025Q4: 11,037 shares; 2026Q1: 12,107 shares; 2026Q2: 13,551 shares 13,551 $5.87M 1.59% +1,444 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,655 shares; 2024Q4: 22,777 shares; 2025Q1: 22,839 shares; 2025Q2: 23,092 shares; 2025Q3: 22,621 shares; 2025Q4: 22,558 shares; 2026Q1: 23,309 shares; 2026Q2: 23,617 shares 23,617 $5.59M 1.52% +308 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: 20,507 shares; 2024Q4: 20,743 shares; 2025Q1: 30,493 shares; 2025Q2: 34,002 shares; 2025Q3: 34,150 shares; 2025Q4: 34,331 shares; 2026Q1: 36,655 shares; 2026Q2: 39,125 shares 39,125 $5.03M 1.36% +2,470 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: 8,254 shares; 2024Q4: 9,960 shares; 2025Q1: 9,858 shares; 2025Q2: 9,960 shares; 2025Q3: 9,827 shares; 2025Q4: 9,825 shares; 2026Q1: 10,170 shares; 2026Q2: 10,317 shares 10,317 $4.93M 1.34% +147 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: 7,427 shares; 2024Q4: 9,384 shares; 2025Q1: 11,077 shares; 2025Q2: 13,182 shares; 2025Q3: 13,079 shares; 2025Q4: 13,156 shares; 2026Q1: 14,052 shares; 2026Q2: 14,938 shares 14,938 $4.89M 1.33% +886 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: 21,215 shares; 2024Q4: 21,375 shares; 2025Q1: 21,444 shares; 2025Q2: 24,272 shares; 2025Q3: 24,297 shares; 2025Q4: 24,469 shares; 2026Q1: 26,195 shares; 2026Q2: 28,551 shares 28,551 $4.73M 1.28% +2,356 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,469 shares; 2024Q4: 49,593 shares; 2025Q1: 51,077 shares; 2025Q2: 55,312 shares; 2025Q3: 62,051 shares; 2025Q4: 64,077 shares; 2026Q1: 66,535 shares; 2026Q2: 72,815 shares 72,815 $4.72M 1.28% +6,280 Timeline DFAC 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: 130 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,544 shares; 2026Q1: 66,920 shares; 2026Q2: 105,652 shares 105,652 $4.69M 1.27% +38,732 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: 10,364 shares; 2024Q4: 9,508 shares; 2025Q1: 9,379 shares; 2025Q2: 9,380 shares; 2025Q3: 9,574 shares; 2025Q4: 8,883 shares; 2026Q1: 8,933 shares; 2026Q2: 53,591 shares 53,591 $4.62M 1.25% +44,658 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: 16,522 shares; 2024Q4: 16,578 shares; 2025Q1: 16,722 shares; 2025Q2: 18,066 shares; 2025Q3: 17,462 shares; 2025Q4: 17,526 shares; 2026Q1: 19,159 shares; 2026Q2: 20,750 shares 20,750 $4.41M 1.2% +1,591 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: 5,445 shares; 2024Q4: 5,324 shares; 2025Q1: 5,032 shares; 2025Q2: 5,228 shares; 2025Q3: 4,916 shares; 2025Q4: 4,907 shares; 2026Q1: 5,154 shares; 2026Q2: 5,647 shares 5,647 $4.23M 1.15% +493 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: 7,873 shares; 2024Q4: 6,978 shares; 2025Q1: 9,182 shares; 2025Q2: 11,250 shares; 2025Q3: 13,213 shares; 2025Q4: 13,612 shares; 2026Q1: 15,519 shares; 2026Q2: 17,413 shares 17,413 $4.15M 1.13% +1,894 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,923 shares; 2024Q4: 25,628 shares; 2025Q1: 23,939 shares; 2025Q2: 26,704 shares; 2025Q3: 26,279 shares; 2025Q4: 27,227 shares; 2026Q1: 28,190 shares; 2026Q2: 28,557 shares 28,557 $4.13M 1.12% +367 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,599 shares; 2024Q4: 37,275 shares; 2025Q1: 33,804 shares; 2025Q2: 33,967 shares; 2025Q3: 32,798 shares; 2025Q4: 32,267 shares; 2026Q1: 33,287 shares; 2026Q2: 33,637 shares 33,637 $4.08M 1.11% +350 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: 3,699 shares; 2024Q4: 4,059 shares; 2025Q1: 4,195 shares; 2025Q2: 4,279 shares; 2025Q3: 4,469 shares; 2025Q4: 4,605 shares; 2026Q1: 5,625 shares; 2026Q2: 6,354 shares 6,354 $3.58M 0.97% +729 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: 6,791 shares; 2024Q4: 6,834 shares; 2025Q1: 7,342 shares; 2025Q2: 7,668 shares; 2025Q3: 8,039 shares; 2025Q4: 8,093 shares; 2026Q1: 8,847 shares; 2026Q2: 9,570 shares 9,570 $3.42M 0.93% +723 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: 52,103 shares; 2024Q4: 52,956 shares; 2025Q1: 75,123 shares; 2025Q2: 53,674 shares; 2025Q3: 60,423 shares; 2025Q4: 78,099 shares; 2026Q1: 76,482 shares; 2026Q2: 66,732 shares 66,732 $3.36M 0.91% -9,750 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: 53,251 shares; 2024Q4: 52,070 shares; 2025Q1: 53,712 shares; 2025Q2: 48,329 shares; 2025Q3: 51,200 shares; 2025Q4: 53,277 shares; 2026Q1: 55,316 shares; 2026Q2: 63,130 shares 63,130 $3.27M 0.89% +7,814 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,061 shares; 2024Q4: 55,022 shares; 2025Q1: 53,626 shares; 2025Q2: 53,677 shares; 2025Q3: 53,641 shares; 2025Q4: 53,715 shares; 2026Q1: 53,338 shares; 2026Q2: 53,283 shares 53,283 $3.24M 0.88% -55 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: 716 shares; 2024Q4: 726 shares; 2025Q1: 740 shares; 2025Q2: 753 shares; 2025Q3: 2,562 shares; 2025Q4: 2,572 shares; 2026Q1: 2,895 shares; 2026Q2: 2,959 shares 2,959 $3.15M 0.85% +64 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,863 shares; 2024Q4: 16,385 shares; 2025Q1: 16,125 shares; 2025Q2: 17,735 shares; 2025Q3: 17,450 shares; 2025Q4: 17,416 shares; 2026Q1: 18,019 shares; 2026Q2: 18,334 shares 18,334 $3.11M 0.84% +315 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: 8,530 shares; 2024Q4: 10,616 shares; 2025Q1: 10,507 shares; 2025Q2: 10,548 shares; 2025Q3: 10,419 shares; 2025Q4: 10,115 shares; 2026Q1: 10,515 shares; 2026Q2: 10,677 shares 10,677 $3M 0.81% +162 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: 55,016 shares; 2024Q4: 107,541 shares; 2025Q1: 105,931 shares; 2025Q2: 105,453 shares; 2025Q3: 105,453 shares; 2025Q4: 105,453 shares; 2026Q1: 104,755 shares; 2026Q2: 104,678 shares 104,678 $2.9M 0.79% -77 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 4,350 shares; 2025Q1: 4,409 shares; 2025Q2: 5,587 shares; 2025Q3: 5,646 shares; 2025Q4: 5,716 shares; 2026Q1: 7,925 shares; 2026Q2: 8,341 shares 8,341 $2.84M 0.77% +416 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,391 shares; 2024Q4: 10,451 shares; 2025Q1: 9,276 shares; 2025Q2: 9,327 shares; 2025Q3: 10,219 shares; 2025Q4: 10,116 shares; 2026Q1: 10,404 shares; 2026Q2: 11,047 shares 11,047 $2.68M 0.73% +643 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: 8,150 shares; 2024Q4: 19,525 shares; 2025Q1: 19,524 shares; 2025Q2: 22,629 shares; 2025Q3: 22,327 shares; 2025Q4: 22,408 shares; 2026Q1: 22,915 shares; 2026Q2: 23,331 shares 23,331 $2.64M 0.72% +416 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,205 shares; 2024Q4: 11,117 shares; 2025Q1: 11,124 shares; 2025Q2: 11,095 shares; 2025Q3: 10,464 shares; 2025Q4: 10,464 shares; 2026Q1: 10,464 shares; 2026Q2: 10,464 shares 10,464 $2.64M 0.72% 0 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: 7,341 shares; 2024Q4: 20,977 shares; 2025Q1: 20,470 shares; 2025Q2: 21,204 shares; 2025Q3: 20,905 shares; 2025Q4: 20,914 shares; 2026Q1: 21,641 shares; 2026Q2: 22,070 shares 22,070 $2.53M 0.69% +429 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,949 shares; 2024Q4: 3,949 shares; 2025Q1: 3,920 shares; 2025Q2: 3,915 shares; 2025Q3: 3,947 shares; 2025Q4: 3,809 shares; 2026Q1: 3,794 shares; 2026Q2: 3,773 shares 3,773 $2.47M 0.67% -21 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: 33,492 shares; 2024Q4: 30,887 shares; 2025Q1: 31,431 shares; 2025Q2: 31,346 shares; 2025Q3: 32,696 shares; 2025Q4: 32,326 shares; 2026Q1: 34,400 shares; 2026Q2: 34,522 shares 34,522 $2.46M 0.67% +122 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,345 shares; 2024Q4: 14,332 shares; 2025Q1: 11,823 shares; 2025Q2: 11,961 shares; 2025Q3: 12,540 shares; 2025Q4: 12,800 shares; 2026Q1: 15,173 shares; 2026Q2: 15,934 shares 15,934 $2.45M 0.66% +761 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: 3,029 shares; 2024Q4: 3,031 shares; 2025Q1: 3,009 shares; 2025Q2: 2,933 shares; 2025Q3: 3,307 shares; 2025Q4: 3,311 shares; 2026Q1: 3,292 shares; 2026Q2: 3,268 shares 3,268 $2.41M 0.65% -24 Timeline QQQM 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: 5,221 shares; 2024Q4: 7,197 shares; 2025Q1: 5,421 shares; 2025Q2: 5,583 shares; 2025Q3: 7,794 shares; 2025Q4: 7,710 shares; 2026Q1: 8,014 shares; 2026Q2: 7,807 shares 7,807 $2.37M 0.64% -207 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: 41,014 shares; 2024Q4: 40,614 shares; 2025Q1: 40,792 shares; 2025Q2: 40,827 shares; 2025Q3: 39,639 shares; 2025Q4: 39,735 shares; 2026Q1: 39,867 shares; 2026Q2: 40,256 shares 40,256 $2.29M 0.62% +389 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: 6,403 shares; 2024Q4: 6,436 shares; 2025Q1: 6,526 shares; 2025Q2: 8,865 shares; 2025Q3: 9,110 shares; 2025Q4: 9,226 shares; 2026Q1: 10,412 shares; 2026Q2: 11,883 shares 11,883 $2.25M 0.61% +1,471 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: 6,426 shares; 2024Q4: 5,729 shares; 2025Q1: 5,909 shares; 2025Q2: 5,927 shares; 2025Q3: 6,098 shares; 2025Q4: 6,120 shares; 2026Q1: 6,233 shares; 2026Q2: 6,369 shares 6,369 $2.25M 0.61% +136 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,231 shares; 2024Q4: 33,373 shares; 2025Q1: 34,537 shares; 2025Q2: 33,506 shares; 2025Q3: 34,760 shares; 2025Q4: 34,874 shares; 2026Q1: 36,279 shares; 2026Q2: 36,988 shares 36,988 $2.21M 0.6% +709 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: 13,351 shares; 2024Q4: 13,573 shares; 2025Q1: 13,814 shares; 2025Q2: 14,021 shares; 2025Q3: 14,045 shares; 2025Q4: 13,503 shares; 2026Q1: 14,089 shares; 2026Q2: 14,389 shares 14,389 $2.11M 0.57% +300 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,072 shares; 2024Q4: 33,501 shares; 2025Q1: 34,045 shares; 2025Q2: 34,606 shares; 2025Q3: 33,890 shares; 2025Q4: 28,367 shares; 2026Q1: 29,671 shares; 2026Q2: 30,268 shares 30,268 $2.09M 0.57% +597 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: 33,620 shares; 2025Q2: 35,487 shares; 2025Q3: 37,322 shares; 2025Q4: 38,967 shares; 2026Q1: 49,072 shares; 2026Q2: 50,584 shares 50,584 $2.09M 0.57% +1,512 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,776 shares; 2024Q4: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,564 shares; 2025Q3: 1,587 shares; 2025Q4: 1,627 shares; 2026Q1: 1,650 shares; 2026Q2: 1,723 shares 1,723 $2.07M 0.56% +73 Timeline DFSV 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: 75 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,298 shares; 2026Q1: 32,635 shares; 2026Q2: 51,756 shares 51,756 $2.01M 0.54% +19,121 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,387 shares; 2026Q1: 30,017 shares; 2026Q2: 47,833 shares 47,833 $2M 0.54% +17,816 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: 5 shares; 2025Q1: 3,010 shares; 2025Q2: 7,294 shares; 2025Q3: 7,326 shares; 2025Q4: 7,462 shares; 2026Q1: 8,954 shares; 2026Q2: 11,723 shares 11,723 $1.99M 0.54% +2,769 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,486 shares; 2024Q4: 11,420 shares; 2025Q1: 17,245 shares; 2025Q2: 17,315 shares; 2025Q3: 18,286 shares; 2025Q4: 22,582 shares; 2026Q1: 23,655 shares; 2026Q2: 24,134 shares 24,134 $1.98M 0.54% +479 Timeline XSD 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: 4,856 shares; 2024Q4: 3,121 shares; 2025Q1: 3,053 shares; 2025Q2: 3,039 shares; 2025Q3: 3,150 shares; 2025Q4: 3,070 shares; 2026Q1: 3,217 shares; 2026Q2: 3,164 shares 3,164 $1.97M 0.54% -53 Timeline VPL 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: 13,678 shares; 2024Q4: 14,360 shares; 2025Q1: 16,619 shares; 2025Q2: 16,587 shares; 2025Q3: 16,625 shares; 2025Q4: 16,532 shares; 2026Q1: 16,845 shares; 2026Q2: 16,957 shares 16,957 $1.96M 0.53% +112 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,621 shares; 2024Q4: 10,460 shares; 2025Q1: 10,636 shares; 2025Q2: 10,696 shares; 2025Q3: 9,976 shares; 2025Q4: 9,788 shares; 2026Q1: 9,029 shares; 2026Q2: 8,144 shares 8,144 $1.79M 0.48% -885 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,036 shares; 2024Q4: 3,051 shares; 2025Q1: 3,138 shares; 2025Q2: 4,619 shares; 2025Q3: 3,669 shares; 2025Q4: 4,239 shares; 2026Q1: 5,143 shares; 2026Q2: 6,942 shares 6,942 $1.77M 0.48% +1,799 Timeline DFIC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,704 shares; 2026Q2: 47,505 shares 47,505 $1.77M 0.48% +19,801 Timeline VCIT 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: 18,915 shares; 2024Q4: 22,288 shares; 2025Q1: 22,037 shares; 2025Q2: 22,796 shares; 2025Q3: 21,337 shares; 2025Q4: 20,833 shares; 2026Q1: 20,512 shares; 2026Q2: 20,273 shares 20,273 $1.68M 0.45% -239 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,213 shares; 2024Q4: 27,153 shares; 2025Q1: 27,212 shares; 2025Q2: 27,688 shares; 2025Q3: 27,730 shares; 2025Q4: 27,346 shares; 2026Q1: 28,575 shares; 2026Q2: 33,550 shares 33,550 $1.67M 0.45% +4,975 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 5,255 shares; 2025Q1: 5,380 shares; 2025Q2: 5,361 shares; 2025Q3: 5,515 shares; 2025Q4: 5,422 shares; 2026Q1: 5,719 shares; 2026Q2: 5,827 shares 5,827 $1.66M 0.45% +108 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,145 shares; 2024Q4: 21,944 shares; 2025Q1: 22,119 shares; 2025Q2: 29,731 shares; 2025Q3: 29,680 shares; 2025Q4: 29,432 shares; 2026Q1: 30,167 shares; 2026Q2: 30,625 shares 30,625 $1.64M 0.45% +458 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: 6,318 shares; 2024Q4: 6,343 shares; 2025Q1: 6,333 shares; 2025Q2: 6,377 shares; 2025Q3: 5,959 shares; 2025Q4: 5,844 shares; 2026Q1: 5,952 shares; 2026Q2: 6,019 shares 6,019 $1.63M 0.44% +67 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,157 shares; 2024Q4: 32,697 shares; 2025Q1: 32,871 shares; 2025Q2: 32,795 shares; 2025Q3: 33,177 shares; 2025Q4: 33,205 shares; 2026Q1: 33,320 shares; 2026Q2: 33,494 shares 33,494 $1.62M 0.44% +174 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,772 shares; 2024Q4: 11,804 shares; 2025Q1: 11,411 shares; 2025Q2: 11,566 shares; 2025Q3: 10,984 shares; 2025Q4: 10,768 shares; 2026Q1: 13,308 shares; 2026Q2: 13,149 shares 13,149 $1.6M 0.43% -159 Timeline XLC 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: 8,854 shares; 2024Q4: 11,279 shares; 2025Q1: 11,471 shares; 2025Q2: 12,868 shares; 2025Q3: 13,509 shares; 2025Q4: 13,323 shares; 2026Q1: 14,233 shares; 2026Q2: 14,809 shares 14,809 $1.59M 0.43% +576 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: 539 shares; 2024Q4: 4,144 shares; 2025Q1: 4,144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,129 shares; 2025Q4: 4,129 shares; 2026Q1: 4,129 shares; 2026Q2: 4,250 shares 4,250 $1.57M 0.43% +121 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,201 shares; 2025Q3: 28,056 shares; 2025Q4: 28,175 shares; 2026Q1: 29,090 shares; 2026Q2: 29,349 shares 29,349 $1.55M 0.42% +259 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: 17,644 shares; 2024Q4: 18,879 shares; 2025Q1: 11,937 shares; 2025Q2: 16,423 shares; 2025Q3: 32,889 shares; 2025Q4: 29,052 shares; 2026Q1: 25,773 shares; 2026Q2: 26,846 shares 26,846 $1.55M 0.42% +1,073 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 6,068 shares; 2025Q1: 7,521 shares; 2025Q2: 7,826 shares; 2025Q3: 8,156 shares; 2025Q4: 8,417 shares; 2026Q1: 10,088 shares; 2026Q2: 12,160 shares 12,160 $1.54M 0.42% +2,072 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: 2,723 shares; 2024Q4: 2,751 shares; 2025Q1: 2,818 shares; 2025Q2: 4,278 shares; 2025Q3: 4,416 shares; 2025Q4: 5,269 shares; 2026Q1: 5,922 shares; 2026Q2: 6,018 shares 6,018 $1.51M 0.41% +96 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,682 shares; 2024Q4: 7,740 shares; 2025Q1: 7,766 shares; 2025Q2: 7,862 shares; 2025Q3: 7,505 shares; 2025Q4: 7,526 shares; 2026Q1: 7,834 shares; 2026Q2: 8,101 shares 8,101 $1.5M 0.41% +267 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,086 shares; 2024Q4: 7,360 shares; 2025Q1: 8,565 shares; 2025Q2: 8,717 shares; 2025Q3: 8,652 shares; 2025Q4: 8,713 shares; 2026Q1: 9,074 shares; 2026Q2: 9,369 shares 9,369 $1.49M 0.4% +295 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,749 shares; 2024Q4: 4,763 shares; 2025Q1: 4,800 shares; 2025Q2: 4,810 shares; 2025Q3: 4,764 shares; 2025Q4: 4,209 shares; 2026Q1: 4,283 shares; 2026Q2: 4,202 shares 4,202 $1.48M 0.4% -81 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: 2,090 shares; 2024Q4: 2,094 shares; 2025Q1: 2,286 shares; 2025Q2: 2,535 shares; 2025Q3: 2,660 shares; 2025Q4: 2,679 shares; 2026Q1: 3,186 shares; 2026Q2: 3,918 shares 3,918 $1.46M 0.4% +732 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: 6,562 shares; 2024Q4: 6,199 shares; 2025Q1: 6,244 shares; 2025Q2: 6,235 shares; 2025Q3: 6,613 shares; 2025Q4: 6,492 shares; 2026Q1: 6,666 shares; 2026Q2: 6,628 shares 6,628 $1.44M 0.39% -38 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,257 shares; 2024Q4: 5,392 shares; 2025Q1: 3,801 shares; 2025Q2: 3,789 shares; 2025Q3: 3,765 shares; 2025Q4: 3,621 shares; 2026Q1: 3,699 shares; 2026Q2: 3,639 shares 3,639 $1.44M 0.39% -60 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: 10,406 shares; 2024Q4: 12,115 shares; 2025Q1: 11,890 shares; 2025Q2: 12,109 shares; 2025Q3: 12,294 shares; 2025Q4: 12,555 shares; 2026Q1: 15,302 shares; 2026Q2: 18,153 shares 18,153 $1.43M 0.39% +2,851 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: 11,260 shares; 2025Q1: 1,798 shares; 2025Q2: 5,686 shares; 2025Q3: 9,140 shares; 2025Q4: 12,103 shares; 2026Q1: 13,886 shares; 2026Q2: 15,172 shares 15,172 $1.42M 0.39% +1,286 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: 3 shares; 2024Q4: 7 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,537 shares; 2026Q2: 1,965 shares 1,965 $1.4M 0.38% +428 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,290 shares; 2024Q4: 24,447 shares; 2025Q1: 23,509 shares; 2025Q2: 25,357 shares; 2025Q3: 22,811 shares; 2025Q4: 22,524 shares; 2026Q1: 22,394 shares; 2026Q2: 22,253 shares 22,253 $1.38M 0.38% -141 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: 783 shares; 2024Q4: 787 shares; 2025Q1: 800 shares; 2025Q2: 2,183 shares; 2025Q3: 2,111 shares; 2025Q4: 2,136 shares; 2026Q1: 2,304 shares; 2026Q2: 2,715 shares 2,715 $1.38M 0.38% +411 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,251 shares; 2024Q4: 5,251 shares; 2025Q1: 4,242 shares; 2025Q2: 4,655 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares; 2026Q2: 4,446 shares 4,446 $1.34M 0.36% +2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 1,021 shares; 2025Q1: 1,044 shares; 2025Q2: 1,040 shares; 2025Q3: 1,928 shares; 2025Q4: 3,332 shares; 2026Q1: 3,517 shares; 2026Q2: 3,616 shares 3,616 $1.31M 0.36% +99 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,411 shares; 2024Q4: 10,557 shares; 2025Q1: 10,548 shares; 2025Q2: 10,635 shares; 2025Q3: 10,705 shares; 2025Q4: 10,832 shares; 2026Q1: 13,088 shares; 2026Q2: 14,420 shares 14,420 $1.31M 0.35% +1,332 Timeline SCHE 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: 35,679 shares; 2024Q4: 35,443 shares; 2025Q1: 34,362 shares; 2025Q2: 36,571 shares; 2025Q3: 35,671 shares; 2025Q4: 35,316 shares; 2026Q1: 35,022 shares; 2026Q2: 34,897 shares 34,897 $1.27M 0.34% -125 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,432 shares; 2025Q2: 6,432 shares; 2025Q3: 6,432 shares; 2025Q4: 12,864 shares; 2026Q1: 12,864 shares; 2026Q2: 12,864 shares 12,864 $1.24M 0.34% 0 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,957 shares; 2024Q4: 6,957 shares; 2025Q1: 6,957 shares; 2025Q2: 6,956 shares; 2025Q3: 6,956 shares; 2025Q4: 6,956 shares; 2026Q1: 6,956 shares; 2026Q2: 6,956 shares 6,956 $1.22M 0.33% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 1,418 shares; 2025Q3: 1,426 shares; 2025Q4: 1,572 shares; 2026Q1: 1,892 shares; 2026Q2: 2,272 shares 2,272 $1.2M 0.33% +380 Timeline CERY 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: 9,086 shares; 2025Q1: 23,876 shares; 2025Q2: 15,521 shares; 2025Q3: 30,116 shares; 2025Q4: 24,740 shares; 2026Q1: 34,209 shares; 2026Q2: 35,959 shares 35,959 $1.2M 0.33% +1,750 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,438 shares; 2024Q4: 14,908 shares; 2025Q1: 14,985 shares; 2025Q2: 14,943 shares; 2025Q3: 15,162 shares; 2025Q4: 15,154 shares; 2026Q1: 15,138 shares; 2026Q2: 15,219 shares 15,219 $1.19M 0.32% +81 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,426 shares; 2024Q4: 7,450 shares; 2025Q1: 7,514 shares; 2025Q2: 7,725 shares; 2025Q3: 7,798 shares; 2025Q4: 7,777 shares; 2026Q1: 7,836 shares; 2026Q2: 8,010 shares 8,010 $1.17M 0.32% +174 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 6,474 shares; 2025Q1: 6,605 shares; 2025Q2: 6,813 shares; 2025Q3: 7,182 shares; 2025Q4: 5,975 shares; 2026Q1: 7,840 shares; 2026Q2: 8,976 shares 8,976 $1.16M 0.32% +1,136 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: 10,333 shares; 2024Q4: 10,522 shares; 2025Q1: 10,765 shares; 2025Q2: 12,196 shares; 2025Q3: 14,036 shares; 2025Q4: 14,690 shares; 2026Q1: 15,797 shares; 2026Q2: 17,169 shares 17,169 $1.16M 0.31% +1,372 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: 6,391 shares; 2024Q4: 637 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 4,786 shares; 2026Q1: 5,053 shares; 2026Q2: 5,154 shares 5,154 $1.15M 0.31% +101 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: 1,071 shares; 2024Q4: 1,064 shares; 2025Q1: 909 shares; 2025Q2: 985 shares; 2025Q3: 1,040 shares; 2025Q4: 1,050 shares; 2026Q1: 1,513 shares; 2026Q2: 1,491 shares 1,491 $1.14M 0.31% -22 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,671 shares; 2024Q4: 16,911 shares; 2025Q1: 16,988 shares; 2025Q2: 19,285 shares; 2025Q3: 19,021 shares; 2025Q4: 19,156 shares; 2026Q1: 19,970 shares; 2026Q2: 20,365 shares 20,365 $1.13M 0.31% +395 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: 4,857 shares; 2024Q4: 4,848 shares; 2025Q1: 4,888 shares; 2025Q2: 5,685 shares; 2025Q3: 6,210 shares; 2025Q4: 6,301 shares; 2026Q1: 8,132 shares; 2026Q2: 9,440 shares 9,440 $1.12M 0.3% +1,308 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 6,985 shares; 2025Q1: 7,085 shares; 2025Q2: 7,137 shares; 2025Q3: 7,218 shares; 2025Q4: 7,297 shares; 2026Q1: 8,504 shares; 2026Q2: 10,880 shares 10,880 $1.12M 0.3% +2,376 Timeline XHB 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: 7,274 shares; 2024Q4: 8,065 shares; 2025Q1: 8,066 shares; 2025Q2: 8,142 shares; 2025Q3: 8,597 shares; 2025Q4: 8,809 shares; 2026Q1: 9,296 shares; 2026Q2: 9,581 shares 9,581 $1.11M 0.3% +285 Timeline KCE 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: 7,683 shares; 2024Q4: 8,370 shares; 2025Q1: 8,130 shares; 2025Q2: 8,126 shares; 2025Q3: 7,809 shares; 2025Q4: 7,666 shares; 2026Q1: 7,578 shares; 2026Q2: 7,500 shares 7,500 $1.1M 0.3% -78 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: 63 shares; 2024Q4: 56 shares; 2025Q1: 66 shares; 2025Q2: 1,693 shares; 2025Q3: 2,071 shares; 2025Q4: 2,150 shares; 2026Q1: 2,676 shares; 2026Q2: 3,101 shares 3,101 $1.1M 0.3% +425 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: 7,681 shares; 2024Q4: 10,637 shares; 2025Q1: 10,845 shares; 2025Q2: 10,926 shares; 2025Q3: 11,325 shares; 2025Q4: 11,195 shares; 2026Q1: 11,971 shares; 2026Q2: 12,164 shares 12,164 $1.09M 0.3% +193 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: 19,989 shares; 2024Q4: 20,056 shares; 2025Q1: 15,308 shares; 2025Q2: 15,720 shares; 2025Q3: 8,694 shares; 2025Q4: 8,714 shares; 2026Q1: 8,991 shares; 2026Q2: 9,183 shares 9,183 $1.08M 0.29% +192 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: 3,949 shares; 2024Q4: 3,797 shares; 2025Q1: 3,844 shares; 2025Q2: 3,985 shares; 2025Q3: 3,981 shares; 2025Q4: 4,025 shares; 2026Q1: 4,474 shares; 2026Q2: 4,913 shares 4,913 $1.06M 0.29% +439 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,368 shares; 2024Q4: 18,457 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 20,737 shares; 2025Q4: 20,973 shares; 2026Q1: 21,291 shares; 2026Q2: 21,238 shares 21,238 $1.06M 0.29% -53 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,295 shares; 2025Q1: 1,334 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 4,344 shares; 2026Q1: 4,674 shares; 2026Q2: 4,807 shares 4,807 $1M 0.27% +133 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 46 shares; 2025Q2: 17,623 shares; 2025Q3: 19,559 shares; 2025Q4: 19,752 shares; 2026Q1: 20,880 shares; 2026Q2: 21,401 shares 21,401 $998K 0.27% +521 Timeline IAI 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: 3,626 shares; 2025Q2: 4,728 shares; 2025Q3: 5,052 shares; 2025Q4: 5,071 shares; 2026Q1: 5,397 shares; 2026Q2: 5,550 shares 5,550 $973K 0.26% +153 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 11,851 shares 11,851 $969K 0.26% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,714 shares; 2024Q4: 2,730 shares; 2025Q1: 2,769 shares; 2025Q2: not reported; 2025Q3: 6,011 shares; 2025Q4: 8,770 shares; 2026Q1: 9,115 shares; 2026Q2: 9,286 shares 9,286 $961K 0.26% +171 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: 2,628 shares; 2024Q4: 2,447 shares; 2025Q1: 2,421 shares; 2025Q2: 2,555 shares; 2025Q3: 2,621 shares; 2025Q4: 2,631 shares; 2026Q1: 2,503 shares; 2026Q2: 2,574 shares 2,574 $948K 0.26% +71 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,556 shares; 2024Q4: 43,217 shares; 2025Q1: 43,223 shares; 2025Q2: 43,225 shares; 2025Q3: 38,231 shares; 2025Q4: 28,234 shares; 2026Q1: 28,254 shares; 2026Q2: 28,278 shares 28,278 $940K 0.26% +24 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: 9,014 shares; 2024Q4: 10,777 shares; 2025Q1: 11,668 shares; 2025Q2: 11,271 shares; 2025Q3: 11,827 shares; 2025Q4: 11,882 shares; 2026Q1: 11,242 shares; 2026Q2: 12,186 shares 12,186 $920K 0.25% +944 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,769 shares; 2024Q4: 6,162 shares; 2025Q1: 6,254 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,124 shares; 2026Q1: 6,327 shares; 2026Q2: 6,486 shares 6,486 $906K 0.25% +159 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,956 shares; 2025Q1: 17,714 shares; 2025Q2: 26,562 shares; 2025Q3: 24,958 shares; 2025Q4: 24,425 shares; 2026Q1: 36,905 shares; 2026Q2: 36,331 shares 36,331 $901K 0.24% -574 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,664 shares; 2025Q1: 1,673 shares; 2025Q2: 1,566 shares; 2025Q3: 1,821 shares; 2025Q4: 1,821 shares; 2026Q1: 1,821 shares; 2026Q2: 1,724 shares 1,724 $901K 0.24% -97 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: 813 shares; 2024Q4: 817 shares; 2025Q1: 826 shares; 2025Q2: 824 shares; 2025Q3: 849 shares; 2025Q4: 854 shares; 2026Q1: 871 shares; 2026Q2: 883 shares 883 $893K 0.24% +12 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: 1,563 shares; 2024Q4: 1,435 shares; 2025Q1: 1,481 shares; 2025Q2: 1,580 shares; 2025Q3: 1,612 shares; 2025Q4: 1,639 shares; 2026Q1: 1,731 shares; 2026Q2: 1,778 shares 1,778 $890K 0.24% +47 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: 7,560 shares; 2024Q4: 7,510 shares; 2025Q1: 4,077 shares; 2025Q2: 4,225 shares; 2025Q3: 4,257 shares; 2025Q4: 4,253 shares; 2026Q1: 5,354 shares; 2026Q2: 7,567 shares 7,567 $883K 0.24% +2,213 Timeline GWX 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: 12,993 shares; 2024Q4: 14,075 shares; 2025Q1: 14,545 shares; 2025Q2: 15,206 shares; 2025Q3: 16,814 shares; 2025Q4: 17,487 shares; 2026Q1: 18,577 shares; 2026Q2: 20,073 shares 20,073 $878K 0.24% +1,496 Timeline DFEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,581 shares; 2026Q2: 21,397 shares 21,397 $870K 0.24% +7,816 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 4,126 shares; 2025Q1: 4,151 shares; 2025Q2: 4,139 shares; 2025Q3: 2,781 shares; 2025Q4: 2,788 shares; 2026Q1: 2,800 shares; 2026Q2: 2,851 shares 2,851 $850K 0.23% +51 Timeline VMBS 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: 17,209 shares; 2024Q4: 17,658 shares; 2025Q1: 17,790 shares; 2025Q2: 17,745 shares; 2025Q3: 17,929 shares; 2025Q4: 17,920 shares; 2026Q1: 17,947 shares; 2026Q2: 17,990 shares 17,990 $842K 0.23% +43 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 4,491 shares; 2026Q1: 10,155 shares; 2026Q2: 10,355 shares 10,355 $838K 0.23% +200 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: 506 shares; 2024Q4: 474 shares; 2025Q1: 499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 670 shares; 2026Q2: 725 shares 725 $837K 0.23% +55 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,558 shares; 2024Q4: 8,569 shares; 2025Q1: 8,594 shares; 2025Q2: 8,600 shares; 2025Q3: 8,604 shares; 2025Q4: 8,658 shares; 2026Q1: 8,727 shares; 2026Q2: 8,751 shares 8,751 $802K 0.22% +24 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,194 shares; 2025Q1: 2,093 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 4,184 shares; 2026Q1: 4,184 shares; 2026Q2: 4,184 shares 4,184 $797K 0.22% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,668 shares; 2025Q1: 1,906 shares; 2025Q2: 1,905 shares; 2025Q3: 2,019 shares; 2025Q4: 2,031 shares; 2026Q1: 2,171 shares; 2026Q2: 2,210 shares 2,210 $796K 0.22% +39 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,625 shares; 2025Q1: 22,324 shares; 2025Q2: 35,960 shares; 2025Q3: 33,869 shares; 2025Q4: 33,164 shares; 2026Q1: 32,619 shares; 2026Q2: 32,193 shares 32,193 $795K 0.22% -426 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 14,678 shares; 2025Q2: 20,738 shares; 2025Q3: 20,592 shares; 2025Q4: 20,611 shares; 2026Q1: 21,441 shares; 2026Q2: 21,990 shares 21,990 $760K 0.21% +549 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,520 shares; 2025Q1: 2,542 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,305 shares; 2026Q1: 2,343 shares; 2026Q2: 2,370 shares 2,370 $753K 0.2% +27 Timeline XLB 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: 6,029 shares; 2024Q4: 6,580 shares; 2025Q1: 6,503 shares; 2025Q2: 6,622 shares; 2025Q3: 6,626 shares; 2025Q4: 13,666 shares; 2026Q1: 14,392 shares; 2026Q2: 14,800 shares 14,800 $752K 0.2% +408 Timeline JNK 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: 4,583 shares; 2024Q4: 8,190 shares; 2025Q1: 1,754 shares; 2025Q2: not reported; 2025Q3: 5,143 shares; 2025Q4: 2,555 shares; 2026Q1: 3,531 shares; 2026Q2: 7,673 shares 7,673 $739K 0.2% +4,142 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,482 shares; 2025Q1: 22,183 shares; 2025Q2: 31,494 shares; 2025Q3: 29,668 shares; 2025Q4: 29,054 shares; 2026Q1: 28,577 shares; 2026Q2: 28,205 shares 28,205 $699K 0.19% -372 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,146 shares; 2025Q1: 1,188 shares; 2025Q2: 1,405 shares; 2025Q3: 1,608 shares; 2025Q4: 1,662 shares; 2026Q1: 1,732 shares; 2026Q2: 1,829 shares 1,829 $691K 0.19% +97 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,941 shares; 2024Q4: 2,967 shares; 2025Q1: 3,052 shares; 2025Q2: not reported; 2025Q3: 5,480 shares; 2025Q4: 5,574 shares; 2026Q1: 6,586 shares; 2026Q2: 8,884 shares 8,884 $685K 0.19% +2,298 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 14 shares; 2025Q1: 16 shares; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 675 shares; 2026Q1: 1,246 shares; 2026Q2: 1,523 shares 1,523 $679K 0.18% +277 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 7,666 shares; 2025Q1: 7,492 shares; 2025Q2: 10,326 shares; 2025Q3: 10,849 shares; 2025Q4: 10,971 shares; 2026Q1: 11,180 shares; 2026Q2: 11,528 shares 11,528 $673K 0.18% +348 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,311 shares; 2025Q1: 13,130 shares; 2025Q2: 18,190 shares; 2025Q3: 17,094 shares; 2025Q4: 16,731 shares; 2026Q1: 27,633 shares; 2026Q2: 27,200 shares 27,200 $671K 0.18% -433 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: 7,657 shares; 2024Q4: 7,567 shares; 2025Q1: 7,663 shares; 2025Q2: 7,653 shares; 2025Q3: 7,860 shares; 2025Q4: 7,945 shares; 2026Q1: 8,136 shares; 2026Q2: 8,154 shares 8,154 $663K 0.18% +18 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: 1,537 shares; 2024Q4: 1,163 shares; 2025Q1: 1,316 shares; 2025Q2: 1,232 shares; 2025Q3: 1,246 shares; 2025Q4: 1,247 shares; 2026Q1: 1,374 shares; 2026Q2: 1,544 shares 1,544 $649K 0.18% +170 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,176 shares; 2024Q4: 8,143 shares; 2025Q1: 8,174 shares; 2025Q2: 8,157 shares; 2025Q3: 8,255 shares; 2025Q4: 8,250 shares; 2026Q1: 8,249 shares; 2026Q2: 8,287 shares 8,287 $636K 0.17% +38 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,669 shares; 2026Q1: 6,264 shares; 2026Q2: 7,257 shares 7,257 $632K 0.17% +993 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,149 shares; 2025Q1: 1,182 shares; 2025Q2: 1,318 shares; 2025Q3: 1,480 shares; 2025Q4: 1,503 shares; 2026Q1: 2,115 shares; 2026Q2: 2,665 shares 2,665 $629K 0.17% +550 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,153 shares; 2025Q3: 8,219 shares; 2025Q4: 6,105 shares; 2026Q1: 7,192 shares; 2026Q2: 6,122 shares 6,122 $622K 0.17% -1,070 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,987 shares 4,987 $616K 0.17% new 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: 426 shares; 2024Q4: 432 shares; 2025Q1: 449 shares; 2025Q2: 481 shares; 2025Q3: 524 shares; 2025Q4: 540 shares; 2026Q1: 671 shares; 2026Q2: 969 shares 969 $615K 0.17% +298 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: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 9,830 shares; 2025Q3: 7,749 shares; 2025Q4: 7,749 shares; 2026Q1: 7,749 shares; 2026Q2: 7,749 shares 7,749 $598K 0.16% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,282 shares; 2024Q4: 4,288 shares; 2025Q1: 4,298 shares; 2025Q2: 4,309 shares; 2025Q3: 4,321 shares; 2025Q4: 3,796 shares; 2026Q1: 3,821 shares; 2026Q2: 3,848 shares 3,848 $585K 0.16% +27 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: 1,174 shares; 2024Q4: 1,197 shares; 2025Q1: 1,456 shares; 2025Q2: 1,570 shares; 2025Q3: 1,514 shares; 2025Q4: 1,574 shares; 2026Q1: 1,578 shares; 2026Q2: 1,704 shares 1,704 $585K 0.16% +126 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 49 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,854 shares 6,854 $571K 0.15% new Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,619 shares; 2026Q2: 16,717 shares 16,717 $570K 0.15% +7,098 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,146 shares; 2024Q4: 7,977 shares; 2025Q1: 8,027 shares; 2025Q2: 7,998 shares; 2025Q3: 8,107 shares; 2025Q4: 8,092 shares; 2026Q1: 8,134 shares; 2026Q2: 8,174 shares 8,174 $563K 0.15% +40 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,717 shares; 2025Q1: 1,741 shares; 2025Q2: 1,729 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,849 shares; 2026Q2: 1,844 shares 1,844 $559K 0.15% -5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,320 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,320 shares; 2026Q1: 5,320 shares; 2026Q2: 5,320 shares 5,320 $553K 0.15% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,975 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,003 shares; 2026Q2: 3,003 shares 3,003 $552K 0.15% 0 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: 954 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: not reported; 2025Q3: 6,692 shares; 2025Q4: 6,747 shares; 2026Q1: 7,008 shares; 2026Q2: 7,209 shares 7,209 $551K 0.15% +201 Timeline DISV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,918 shares; 2026Q2: 13,711 shares 13,711 $550K 0.15% +5,793 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 3,051 shares; 2025Q2: 3,012 shares; 2025Q3: 2,937 shares; 2025Q4: 2,937 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares 2,937 $544K 0.15% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,002 shares; 2024Q4: 31,102 shares; 2025Q1: 30,599 shares; 2025Q2: 31,717 shares; 2025Q3: 29,757 shares; 2025Q4: 29,002 shares; 2026Q1: 28,504 shares; 2026Q2: 27,708 shares 27,708 $541K 0.15% -796 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 1,332 shares; 2025Q1: 1,619 shares; 2025Q2: 1,695 shares; 2025Q3: 1,782 shares; 2025Q4: 1,798 shares; 2026Q1: 2,496 shares; 2026Q2: 3,366 shares 3,366 $534K 0.14% +870 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: 1,705 shares; 2024Q4: 1,749 shares; 2025Q1: 1,854 shares; 2025Q2: 1,859 shares; 2025Q3: 1,964 shares; 2025Q4: 2,000 shares; 2026Q1: 2,129 shares; 2026Q2: 2,071 shares 2,071 $526K 0.14% -58 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,335 shares; 2025Q1: 13,153 shares; 2025Q2: 18,198 shares; 2025Q3: 17,116 shares; 2025Q4: 16,764 shares; 2026Q1: 21,075 shares; 2026Q2: 20,667 shares 20,667 $510K 0.14% -408 Timeline SDY 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: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares; 2025Q3: 3,394 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares; 2026Q2: 3,344 shares 3,344 $509K 0.14% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,721 shares; 2024Q4: 15,118 shares; 2025Q1: 15,061 shares; 2025Q2: 15,651 shares; 2025Q3: 14,573 shares; 2025Q4: 14,338 shares; 2026Q1: 14,098 shares; 2026Q2: 13,891 shares 13,891 $507K 0.14% -207 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: 8,155 shares; 2024Q4: 8,170 shares; 2025Q1: 8,180 shares; 2025Q2: 8,221 shares; 2025Q3: 8,231 shares; 2025Q4: 8,278 shares; 2026Q1: 8,284 shares; 2026Q2: 8,284 shares 8,284 $507K 0.14% 0 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: 3,013 shares; 2024Q4: 3,122 shares; 2025Q1: 3,166 shares; 2025Q2: 3,178 shares; 2025Q3: 3,198 shares; 2025Q4: 3,225 shares; 2026Q1: 3,306 shares; 2026Q2: 3,346 shares 3,346 $507K 0.14% +40 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 10,424 shares; 2025Q4: 10,424 shares; 2026Q1: 10,424 shares; 2026Q2: 10,424 shares 10,424 $503K 0.14% 0 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,993 shares; 2024Q4: 25,234 shares; 2025Q1: 28,311 shares; 2025Q2: 40,268 shares; 2025Q3: 13,072 shares; 2025Q4: 21,753 shares; 2026Q1: 29,315 shares; 2026Q2: 19,205 shares 19,205 $493K 0.13% -10,110 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 282 shares; 2025Q1: 269 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,613 shares 6,613 $492K 0.13% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,358 shares; 2025Q1: 1,371 shares; 2025Q2: not reported; 2025Q3: 3,805 shares; 2025Q4: 3,949 shares; 2026Q1: 5,778 shares; 2026Q2: 6,765 shares 6,765 $484K 0.13% +987 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 760 shares; 2025Q1: 786 shares; 2025Q2: 797 shares; 2025Q3: 850 shares; 2025Q4: 863 shares; 2026Q1: 868 shares; 2026Q2: 904 shares 904 $464K 0.13% +36 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,384 shares; 2024Q4: 18,603 shares; 2025Q1: 18,442 shares; 2025Q2: 6,343 shares; 2025Q3: 6,101 shares; 2025Q4: 5,319 shares; 2026Q1: 5,345 shares; 2026Q2: 4,816 shares 4,816 $464K 0.13% -529 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,937 shares; 2026Q1: 16,735 shares; 2026Q2: 17,402 shares 17,402 $459K 0.12% +667 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,528 shares; 2025Q1: 1,556 shares; 2025Q2: 1,547 shares; 2025Q3: 1,566 shares; 2025Q4: 1,585 shares; 2026Q1: 1,643 shares; 2026Q2: 1,677 shares 1,677 $456K 0.12% +34 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: 1,138 shares; 2024Q4: 1,150 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,247 shares; 2025Q4: 1,257 shares; 2026Q1: 1,274 shares; 2026Q2: 1,322 shares 1,322 $447K 0.12% +48 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $442K 0.12% 0 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: 12,166 shares; 2024Q4: 10,030 shares; 2025Q1: 9,156 shares; 2025Q2: 8,506 shares; 2025Q3: 8,856 shares; 2025Q4: 8,790 shares; 2026Q1: 8,690 shares; 2026Q2: 8,690 shares 8,690 $440K 0.12% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,988 shares; 2025Q1: 3,848 shares; 2025Q2: 3,872 shares; 2025Q3: 3,768 shares; 2025Q4: 7,442 shares; 2026Q1: 7,797 shares; 2026Q2: 8,277 shares 8,277 $440K 0.12% +480 Timeline SPLB 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: 9,800 shares; 2024Q4: 10,577 shares; 2025Q1: 24,698 shares; 2025Q2: 29,802 shares; 2025Q3: 10,577 shares; 2025Q4: 13,047 shares; 2026Q1: 20,144 shares; 2026Q2: 19,394 shares 19,394 $434K 0.12% -750 Timeline XBI 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: 8,599 shares; 2024Q4: 9,326 shares; 2025Q1: 718 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 2,414 shares; 2026Q2: 2,735 shares 2,735 $433K 0.12% +321 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,092 shares 1,092 $431K 0.12% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,401 shares; 2024Q4: 10,720 shares; 2025Q1: 10,491 shares; 2025Q2: 2,592 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares; 2026Q2: 2,632 shares 2,632 $431K 0.12% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,607 shares; 2024Q4: 15,607 shares; 2025Q1: 15,607 shares; 2025Q2: 15,607 shares; 2025Q3: 15,607 shares; 2025Q4: 15,607 shares; 2026Q1: 15,607 shares; 2026Q2: 15,607 shares 15,607 $427K 0.12% 0 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,784 shares; 2025Q3: 16,780 shares; 2025Q4: 16,459 shares; 2026Q1: 16,204 shares; 2026Q2: 15,998 shares 15,998 $398K 0.11% -206 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 382 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,236 shares; 2026Q2: 1,618 shares 1,618 $397K 0.11% +382 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: 953 shares; 2024Q4: 964 shares; 2025Q1: 977 shares; 2025Q2: 952 shares; 2025Q3: 806 shares; 2025Q4: 877 shares; 2026Q1: 831 shares; 2026Q2: 933 shares 933 $388K 0.11% +102 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,669 shares; 2025Q3: 2,511 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,438 shares 2,438 $385K 0.1% -73 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: 3,273 shares; 2025Q1: 3,273 shares; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares; 2026Q2: 3,303 shares 3,303 $377K 0.1% +30 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: 3,195 shares; 2024Q4: 2,852 shares; 2025Q1: 3,140 shares; 2025Q2: 3,556 shares; 2025Q3: 2,898 shares; 2025Q4: 2,843 shares; 2026Q1: 3,078 shares; 2026Q2: 2,742 shares 2,742 $377K 0.1% -336 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: 471 shares; 2024Q4: 401 shares; 2025Q1: 411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $372K 0.1% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 46 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $370K 0.1% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 4,844 shares; 2025Q1: 5,140 shares; 2025Q2: 5,255 shares; 2025Q3: 6,511 shares; 2025Q4: 6,336 shares; 2026Q1: 5,723 shares; 2026Q2: 5,313 shares 5,313 $361K 0.1% -410 Timeline DEHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,442 shares 8,442 $361K 0.1% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128 shares; 2025Q3: 5,317 shares; 2025Q4: 5,800 shares; 2026Q1: 5,972 shares; 2026Q2: 6,371 shares 6,371 $360K 0.1% +399 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,386 shares 8,386 $358K 0.1% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,276 shares; 2024Q4: 17,276 shares; 2025Q1: 17,276 shares; 2025Q2: 16,876 shares; 2025Q3: 16,876 shares; 2025Q4: 16,876 shares; 2026Q1: 16,876 shares; 2026Q2: 16,876 shares 16,876 $340K 0.09% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,789 shares; 2026Q2: 3,857 shares 3,857 $339K 0.09% +1,068 Timeline DFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,699 shares 11,699 $339K 0.09% 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: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,329 shares; 2025Q2: 1,422 shares; 2025Q3: 1,450 shares; 2025Q4: 1,467 shares; 2026Q1: 1,530 shares; 2026Q2: 1,504 shares 1,504 $335K 0.09% -26 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: 1,232 shares; 2024Q4: 1,168 shares; 2025Q1: 1,942 shares; 2025Q2: 5,056 shares; 2025Q3: 5,514 shares; 2025Q4: 5,375 shares; 2026Q1: 5,742 shares; 2026Q2: 4,017 shares 4,017 $333K 0.09% -1,725 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 843 shares; 2025Q1: 866 shares; 2025Q2: 879 shares; 2025Q3: 884 shares; 2025Q4: 900 shares; 2026Q1: 944 shares; 2026Q2: 973 shares 973 $321K 0.09% +29 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: 843 shares; 2024Q4: 794 shares; 2025Q1: 1,180 shares; 2025Q2: 1,378 shares; 2025Q3: 1,411 shares; 2025Q4: 1,389 shares; 2026Q1: 1,923 shares; 2026Q2: 1,407 shares 1,407 $319K 0.09% -516 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: 284 shares; 2024Q4: 290 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 337 shares; 2026Q2: 339 shares 339 $317K 0.09% +2 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,931 shares; 2024Q4: 13,896 shares; 2025Q1: 13,806 shares; 2025Q2: 17,313 shares; 2025Q3: 17,516 shares; 2025Q4: 7,716 shares; 2026Q1: 11,623 shares; 2026Q2: 17,226 shares 17,226 $309K 0.08% +5,603 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,858 shares; 2024Q4: 3,838 shares; 2025Q1: 3,908 shares; 2025Q2: 4,883 shares; 2025Q3: 5,237 shares; 2025Q4: 7,784 shares; 2026Q1: 7,236 shares; 2026Q2: 9,164 shares 9,164 $305K 0.08% +1,928 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,828 shares; 2024Q4: 9,217 shares; 2025Q1: 9,505 shares; 2025Q2: 9,251 shares; 2025Q3: 7,594 shares; 2025Q4: 7,352 shares; 2026Q1: 7,722 shares; 2026Q2: 6,587 shares 6,587 $304K 0.08% -1,135 Timeline PNQI 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: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,665 shares; 2026Q2: 6,665 shares 6,665 $304K 0.08% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,868 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,968 shares; 2026Q1: 5,968 shares; 2026Q2: 5,968 shares 5,968 $302K 0.08% 0 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: 10,062 shares; 2024Q4: 10,505 shares; 2025Q1: 9,735 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: not reported; 2026Q1: 1,896 shares; 2026Q2: 2,018 shares 2,018 $299K 0.08% +122 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,394 shares; 2025Q1: 1,113 shares; 2025Q2: 1,123 shares; 2025Q3: 1,139 shares; 2025Q4: 1,147 shares; 2026Q1: 1,177 shares; 2026Q2: 1,205 shares 1,205 $297K 0.08% +28 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 665 shares; 2025Q1: 688 shares; 2025Q2: 1,432 shares; 2025Q3: 1,419 shares; 2025Q4: 1,426 shares; 2026Q1: 1,453 shares; 2026Q2: 1,469 shares 1,469 $295K 0.08% +16 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 3,200 shares; 2025Q3: 2,796 shares; 2025Q4: 2,796 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares 2,796 $293K 0.08% 0 Timeline ORBX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,394 shares 5,394 $293K 0.08% new 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: 11,518 shares; 2024Q4: 11,695 shares; 2025Q1: 12,081 shares; 2025Q2: 2,075 shares; 2025Q3: 2,168 shares; 2025Q4: 2,135 shares; 2026Q1: 2,216 shares; 2026Q2: 2,079 shares 2,079 $282K 0.08% -137 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 4,999 shares; 2025Q1: 4,988 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares 4,968 $281K 0.08% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 81 shares; 2025Q1: 978 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,632 shares 3,632 $276K 0.07% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,316 shares; 2024Q4: 5,316 shares; 2025Q1: 5,316 shares; 2025Q2: 6,956 shares; 2025Q3: 6,967 shares; 2025Q4: 6,922 shares; 2026Q1: 7,126 shares; 2026Q2: 5,316 shares 5,316 $269K 0.07% -1,810 Timeline XTN 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,316 shares 2,316 $268K 0.07% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 165 shares; 2025Q1: 747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares 883 $263K 0.07% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 369 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: not reported; 2026Q1: 477 shares; 2026Q2: 499 shares 499 $259K 0.07% +22 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,155 shares; 2025Q1: 5,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,208 shares; 2026Q2: 12,208 shares 12,208 $256K 0.07% 0 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: 1,239 shares; 2024Q4: 1,247 shares; 2025Q1: 1,270 shares; 2025Q2: 3,952 shares; 2025Q3: 5,678 shares; 2025Q4: 1,372 shares; 2026Q1: 1,406 shares; 2026Q2: 1,414 shares 1,414 $256K 0.07% +8 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549 $254K 0.07% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 112 shares; 2025Q2: 248 shares; 2025Q3: 296 shares; 2025Q4: 376 shares; 2026Q1: not reported; 2026Q2: 444 shares 444 $249K 0.07% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 281 shares 281 $241K 0.07% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,199 shares; 2024Q4: 12,315 shares; 2025Q1: 12,596 shares; 2025Q2: 12,735 shares; 2025Q3: 11,483 shares; 2025Q4: 26,013 shares; 2026Q1: 27,588 shares; 2026Q2: 11,595 shares 11,595 $240K 0.07% -15,993 Timeline EMHC 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: 3,889 shares; 2024Q4: 4,073 shares; 2025Q1: 7,983 shares; 2025Q2: not reported; 2025Q3: 8,587 shares; 2025Q4: 8,651 shares; 2026Q1: 8,858 shares; 2026Q2: 9,395 shares 9,395 $239K 0.06% +537 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,123 shares; 2024Q4: 3,169 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,829 shares; 2026Q1: 2,937 shares; 2026Q2: 2,518 shares 2,518 $238K 0.06% -419 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 2,741 shares; 2025Q1: 2,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,652 shares; 2026Q2: 2,670 shares 2,670 $234K 0.06% +18 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: 930 shares; 2025Q1: 927 shares; 2025Q2: 933 shares; 2025Q3: 937 shares; 2025Q4: not reported; 2026Q1: 631 shares; 2026Q2: 627 shares 627 $232K 0.06% -4 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,011 shares 12,011 $232K 0.06% new Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,569 shares; 2025Q1: 5,943 shares; 2025Q2: 8,691 shares; 2025Q3: 9,131 shares; 2025Q4: 9,131 shares; 2026Q1: 9,131 shares; 2026Q2: 9,131 shares 9,131 $227K 0.06% 0 Timeline SPTL 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: 4,612 shares; 2024Q4: 736 shares; 2025Q1: 1,578 shares; 2025Q2: 21,026 shares; 2025Q3: not reported; 2025Q4: 13,355 shares; 2026Q1: 15,501 shares; 2026Q2: 8,592 shares 8,592 $225K 0.06% -6,909 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,634 shares 6,634 $224K 0.06% new Timeline SRLN 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: 2,663 shares; 2024Q4: 2,770 shares; 2025Q1: 4,185 shares; 2025Q2: not reported; 2025Q3: 5,262 shares; 2025Q4: 5,303 shares; 2026Q1: 5,430 shares; 2026Q2: 5,521 shares 5,521 $222K 0.06% +91 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434 shares; 2024Q4: 435 shares; 2025Q1: 548 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 578 shares 578 $217K 0.06% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 107 shares; 2025Q1: 132 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,204 shares 5,204 $215K 0.06% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,215 shares; 2024Q4: 8,215 shares; 2025Q1: 8,215 shares; 2025Q2: 8,215 shares; 2025Q3: 8,215 shares; 2025Q4: 8,215 shares; 2026Q1: 8,215 shares; 2026Q2: 8,215 shares 8,215 $211K 0.06% 0 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: 2,704 shares; 2024Q4: 2,028 shares; 2025Q1: 2,118 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,355 shares; 2026Q1: not reported; 2026Q2: 2,537 shares 2,537 $210K 0.06% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: not reported; 2026Q2: 1,585 shares 1,585 $209K 0.06% new 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: 4,425 shares; 2024Q4: 8,630 shares; 2025Q1: 9,804 shares; 2025Q2: not reported; 2025Q3: 7,652 shares; 2025Q4: 6,188 shares; 2026Q1: 6,188 shares; 2026Q2: 6,148 shares 6,148 $206K 0.06% -40 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,078 shares; 2025Q1: 1,102 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,186 shares; 2026Q2: 1,202 shares 1,202 $203K 0.06% +16 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610 shares; 2024Q4: 3,630 shares; 2025Q1: 3,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,918 shares 3,918 $201K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,111 shares; 2024Q4: 11,237 shares; 2025Q1: 11,514 shares; 2025Q2: 11,625 shares; 2025Q3: 11,826 shares; 2025Q4: 12,023 shares; 2026Q1: 12,600 shares; 2026Q2: 12,858 shares 12,858 $179K 0.05% +258 Timeline